Invesco S&P 500 Equal WeightRSPETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 1,915 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 217 from Q3 2024. 164 opened new positions and 96 sold out. The largest holders were Morgan Stanley ($5.0B), Northwestern Mutual Wealth Management Co. ($4.1B) and Bank of America Corp. ($3.8B). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), David Einhorn (0.2% of Greenlight Capital (DME Capital Management)'s portfolio) and George Soros (0.2% of Soros Fund Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 164 | $2.7B |
| Exits | 96 | $414.2M |
All 13F filers, Q3 2024 → Q4 2024: 42,441,147 shares bought and 9,787,446 shares sold, net +32,653,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,915 holders
| Morgan Stanley | 0.35% | Add +5.8% | 28,781,298 | $5.0B |
| Northwestern Mutual Wealth Management Co. | 3.42% | Add +3.6% | 23,157,086 | $4.1B |
| Bank of America Corp. | 0.35% | Add +13.1% | 21,650,863 | $3.8B |
| Invesco Ltd. | 0.32% | Add +30.6% | 9,993,434 | $1.8B |
| Texas Permanent School Fund Corp. | 83.91% | Add +318.5% | 8,162,449 | $1.4B |
| Goldman Sachs Group Inc. | 0.24% | Reduce -6.7% | 7,266,859 | $1.3B |
| Wells Fargo & Company | 0.28% | Add +0.6% | 6,570,717 | $1.2B |
| UBS Group AG | 0.26% | Add +4.7% | 6,566,502 | $1.2B |
| Truist Financial Corp. | 1.26% | Reduce -11.9% | 4,566,845 | $800.2M |
| LPL Financial LLC | 0.31% | Add +6.7% | 4,366,543 | $765.1M |
| Temasek Holdings (Private) Ltd | 2.86% | New | 4,113,052 | $720.7M |
| JPMorgan Chase & Co. | 0.06% | Reduce -2.7% | 3,987,898 | $698.8M |
| Keybank National Association | 2.65% | Add +2.5% | 3,936,591 | $689.8M |
| Raymond James Financial Inc. | 0.25% | — | 3,822,113 | $669.7M |
| Cresset Asset Management, LLC | 3.15% | Add +4.4% | 3,729,867 | $653.6M |
| Ameriprise Financial Inc. | 0.17% | Add +4.0% | 3,658,898 | $642.7M |
| Caisse de depot et placement du Quebec | 1.29% | New | 3,543,200 | $620.9M |
| Royal Bank of Canada | 0.11% | Add +9.3% | 2,837,291 | $497.2M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -3.9% | 2,404,396 | $421.3M |
| Employees Retirement System of Texas | 3.61% | No change | 2,056,072 | $360.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.68% | Reduce -26.2% | 1,800,000 | $315.4M |
| Citigroup Inc. | 0.30% | Reduce -15.4% | 1,761,128 | $308.6M |
| Bank of New York Mellon Corp | 0.05% | Add +0.5% | 1,560,883 | $273.5M |
| Cercano Management LLC | 6.55% | Reduce -7.4% | 1,466,904 | $257.0M |
| HighTower Advisors, LLC | 0.34% | Add +7.8% | 1,428,038 | $250.2M |
| Bracebridge Capital, LLC | 25.11% | New | 1,426,700 | $250.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.51% | Add +312.2% | 1,384,889 | $242.7M |
| Junto Capital Management LP | 4.81% | New | 1,376,923 | $241.3M |
| LBMC Investment Advisors, LLC | 18.54% | Add +0.3% | 1,342,693 | $235.3M |
| Commonwealth Equity Services, LLC | 0.33% | Add +3.3% | 1,276,437 | $223.7M |
| BNP Paribas Financial Markets | 0.17% | Reduce -24.1% | 1,219,362 | $213.7M |
| Focus Partners Wealth | 0.55% | Add +68.0% | 1,210,979 | $212.2M |
| Cerity Partners LLC | 0.46% | Add +34.8% | 1,201,016 | $210.5M |
| TD Asset Management Inc | 0.18% | Add +48.2% | 1,151,369 | $201.8M |
| Rockefeller Capital Management L.P. | 0.52% | Add +27.0% | 1,137,106 | $199.3M |
| Osaic Holdings, Inc. | 0.40% | Reduce -9.5% | 1,012,375 | $177.4M |
| Stifel Financial Corp. | 0.18% | Add +2.6% | 984,593 | $172.5M |
| Citadel Advisors | 0.16% | Add +943.2% | 980,429 | $171.8M |
| Ally Financial Inc. | 20.73% | Add +72.0% | 970,000 | $170.0M |
| Horizon Investments, LLC | 4.82% | Add +8.6% | 959,525 | $168.1M |
| Sei Investments Co. | 0.21% | Reduce -2.3% | 943,910 | $165.4M |
| Kestra Advisory Services, LLC | 0.80% | Add +1.9% | 826,909 | $144.9M |
| Summit Trail Advisors, LLC | 5.30% | Add +11.2% | 819,821 | $143.7M |
| Gemsstock Ltd. | 27.61% | New | 761,300 | $133.4M |
| Brown Advisory Inc. | 0.16% | Add +24.2% | 740,616 | $129.8M |
| Cetera Investment Advisers | 0.26% | Add +32.2% | 707,158 | $123.9M |
| US Bancorp \de | 0.16% | Reduce -9.4% | 697,937 | $122.3M |
| Rock Creek Group LLC | 12.84% | Add +114.2% | 675,041 | $122.0M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +2.9% | 676,391 | $118.5M |
| CW Advisors, LLC | 1.62% | Add +0.8% | 673,041 | $117.9M |
| Meitav Investment House Ltd. | 1.98% | Add +23.5% | 669,789 | $117.3M |
| Valeo Financial Advisors, LLC | 3.21% | Reduce -5.1% | 655,500 | $114.9M |
| Janney Montgomery Scott LLC | 0.30% | Reduce -3.6% | 625,308 | $109.6M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +17.9% | 612,351 | $107.3M |
| Fiduciary Trust Co | 1.38% | Reduce -12.8% | 596,233 | $104.5M |
| Members Trust Co | 3.60% | Add +1.0% | 595,830 | $104.4M |
| Barclays PLC | 0.05% | Reduce -10.3% | 582,601 | $102.1M |
| Private Advisor Group, LLC | 0.57% | Add +2.3% | 579,484 | $101.5M |
| Csenge Advisory Group | 5.48% | Add +1.3% | 575,881 | $100.9M |
| Waverly Advisors, LLC | 1.54% | Add +7.7% | 569,742 | $99.8M |
| Moment Partners, LLC | 17.77% | — | 532,329 | $93.3M |
| Banco Santander, S.A. | 1.12% | Add +13.7% | 531,428 | $93.1M |
| Glenmede Trust Co. NA | 0.47% | Reduce -5.8% | 528,667 | $92.6M |
| MAI Capital Management | 0.67% | Add +15.2% | 510,602 | $89.5M |
| Endurance Services Ltd | 14.90% | No change | 507,500 | $88.9M |
| Synovus Financial Corp. | 1.12% | Add +0.9% | 503,258 | $88.2M |
| Bank of Nova Scotia | 0.15% | New | 500,000 | $87.6M |
| Jane Street Group, LLC | 0.14% | Add +69.6% | 499,181 | $87.5M |
| First Manhattan Co. Llc. | 0.25% | Add +2.7% | 489,234 | $85.7M |
| Vanderbilt University | 15.77% | Add +0.3% | 459,139 | $80.5M |
| Aptus Capital Advisors, LLC | 0.95% | Add +24.0% | 455,912 | $79.9M |
| NorthCoast Asset Management LLC | 0.39% | Add +17.5% | 454,268 | $79.6M |
| CENTRAL TRUST Co | 1.85% | Reduce -1.9% | 431,966 | $75.7M |
| SPC Financial, Inc. | 6.52% | Add +1.8% | 426,546 | $74.7M |
| Sand Hill Global Advisors, LLC | 3.07% | New | 414,311 | $72.6M |
| MML Investors Services, LLC | 0.25% | Add +21.1% | 407,747 | $71.4M |
| Stratos Wealth Partners, LTD. | 1.01% | Add +0.9% | 401,975 | $70.4M |
| Dakota Wealth Management | 1.62% | Add +12.0% | 400,794 | $70.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.22% | Add +32458.1% | 362,372 | $70.1M |
| Chai Trust Co. LLC | 3.62% | Add +0.6% | 1,865,494 | $69.8M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -12.2% | 397,203 | $69.6M |
| First Interstate Bank | 4.17% | Add +3.5% | 392,824 | $68.8M |
| Penserra Capital Management LLC | 1.21% | Reduce -22.3% | 377,709 | $66.2M |
| Permanens Capital L.P. | 12.57% | Add +52.6% | 375,655 | $65.8M |
| Consolidated Investment Group LLC | 9.06% | Add +11.2% | 368,800 | $64.6M |
| Blair William & Co. | 0.19% | Add +35.6% | 367,092 | $64.3M |
| Venture Visionary Partners LLC | 2.72% | Add +2.4% | 366,229 | $64.2M |
| Mariner, LLC | 0.11% | Add +7.8% | 362,519 | $63.5M |
| Clearstead Advisors, LLC | 0.96% | Add +213.2% | 359,205 | $62.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.49% | Reduce -0.4% | 358,259 | $62.8M |
| Berkshire Money Management, Inc. | 6.76% | Add +2.6% | 354,986 | $62.2M |
| Choreo, LLC | 0.89% | Reduce -0.5% | 354,649 | $62.1M |
| Turim 21 Investimentos Ltda. | 15.72% | Reduce -8.6% | 332,955 | $60.3M |
| Spider Management Company, LLC | 24.92% | No change | 343,186 | $60.1M |
| Total Investment Management Inc. | 8.41% | Reduce -15.9% | 342,125 | $60.0M |
| Mercer Global Advisors Inc. | 0.14% | Add +55.7% | 337,991 | $59.2M |
| Baltimore-Washington Financial Advisors, Inc. | 3.08% | Reduce -0.8% | 337,510 | $59.1M |
| Manchester Financial Inc. | 12.75% | Reduce -3.5% | 332,526 | $58.3M |
| Exencial Wealth Advisors, LLC | 2.12% | Add +61.8% | 328,519 | $57.6M |
| Southern Farm Bureau Life Insurance | 8.17% | No change | 328,428 | $57.5M |
| National Bank of Canada | 0.07% | Reduce -16.1% | 322,147 | $56.5M |
| TRUE Private Wealth Advisors | 6.73% | Reduce -0.1% | 316,446 | $55.5M |
| Equitable Holdings, Inc. | 0.52% | Reduce -18.2% | 309,489 | $54.2M |
| Comerica Bank | 0.21% | Add +23.8% | 303,385 | $53.2M |
| Heck Capital Advisors, LLC | 6.03% | Add +4.8% | 300,105 | $52.6M |
| Atlas Private Wealth Advisors | 7.27% | Reduce -2.9% | 292,368 | $51.2M |
| Point72 Asset Management | 0.14% | New | 283,000 | $49.6M |
| Wharton Business Group, LLC | 2.24% | Add +1.5% | 282,853 | $49.6M |
| Vestcor Inc | 1.62% | No change | 278,900 | $48.9M |
| Requisite Capital Management, LLC | 9.70% | Reduce -5.0% | 270,876 | $47.5M |
| Sanctuary Advisors, LLC | 0.30% | Add +2.9% | 256,652 | $46.9M |
| CIBC Private Wealth Group LLC | 0.09% | Add +20.7% | 266,749 | $46.9M |
| CBIZ Investment Advisory Services, LLC | 2.33% | Reduce -0.1% | 266,614 | $46.7M |
| McAdam, LLC | 2.55% | Add +1.5% | 266,225 | $46.7M |
| NewEdge Advisors, LLC | 0.27% | Reduce -4.3% | 257,869 | $45.2M |
| New Harbor Financial Group, LLC | 13.46% | New | 257,411 | $45.1M |
| Fiduciary Family Office, LLC | 13.46% | New | 257,411 | $45.1M |
| Steward Partners Investment Advisory, LLC | 0.39% | Add +44.5% | 253,746 | $44.5M |
| HSBC Holdings PLC | 0.03% | Reduce -0.3% | 253,120 | $44.3M |
| Brookstone Capital Management | 0.61% | Add +16.4% | 240,485 | $42.1M |
| Arvest Investments, Inc. | 6.69% | Reduce -1.6% | 238,787 | $41.8M |
| Bank of Montreal | 0.02% | Add +18.3% | 236,314 | $41.4M |
| First Western Trust Bank | 1.91% | Add +39.4% | 235,638 | $41.3M |
| Naman Capital Ltda | 24.43% | Add +82.5% | 233,316 | $40.9M |
| J.Safra Asset Management Corp | 3.26% | Add +5.3% | 229,372 | $40.1M |
| Polar Asset Management Partners Inc. | 0.78% | New | 227,700 | $39.9M |
| Wealth Advisors of Iowa, LLC | 19.94% | Add +3.5% | 225,709 | $39.6M |
| Sollinda Capital Management LLC | 10.65% | Reduce -13.5% | 221,100 | $38.7M |
| Dynasty Wealth Management, LLC | 0.67% | Reduce -7.3% | 220,191 | $38.6M |
| Cibc World Market Inc. | 0.09% | Add +34.7% | 218,966 | $38.4M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.2% | 215,506 | $37.8M |
| Joule Financial, LLC | 13.32% | Add +4.0% | 215,000 | $37.7M |
| Robertson Stephens Wealth Management, LLC | 1.33% | Reduce -14.9% | 213,141 | $37.3M |
| Sapient Capital LLC | 0.69% | Add +45.6% | 204,989 | $35.9M |
| Generali Investments CEE, investicni spolecnost, a.s. | 3.68% | — | 203,830 | $35.7M |
| WESCAP Management Group, Inc. | 8.66% | Add +3.0% | 203,584 | $35.7M |
| Howard Financial Services, LTD. | 4.85% | Reduce -0.3% | 203,459 | $35.7M |
| Peapack Gladstone Financial Corp. | 0.51% | Add +29.6% | 202,557 | $35.5M |
| FIL Ltd | 0.03% | Add +232.4% | 197,006 | $34.5M |
| Vicus Capital | 3.04% | Reduce -2.2% | 195,289 | $34.2M |
| Creative Planning | 0.03% | Add +6.4% | 194,249 | $34.0M |
| Vectors Research Management, LLC | 11.59% | Reduce -13.9% | 194,129 | $34.0M |
| Elk River Wealth Management LLC | 6.09% | Reduce -0.1% | 191,921 | $33.6M |
| Integrated Wealth Concepts LLC | 0.39% | Add +9.6% | 190,550 | $33.4M |
| Shepherd Financial Partners LLC | 3.91% | Reduce -0.9% | 186,634 | $32.7M |
| Tucker Asset Management LLC | 7.41% | Reduce -0.9% | 186,495 | $32.7M |
| Manning & Napier Advisors LLC | 0.37% | Add +2.3% | 185,577 | $32.5M |
| Kaydan Wealth Management, Inc. | 10.74% | Add +24.1% | 184,338 | $32.3M |
| Greenwood Gearhart LLC | 2.20% | New | 182,073 | $31.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.92% | Add +1.7% | 181,371 | $31.8M |
| Activest Wealth Management | 8.82% | Add +12.5% | 179,994 | $31.5M |
| Measured Wealth Private Client Group, LLC | 10.19% | Add +5.3% | 179,927 | $31.5M |
| Arvest Bank Trust Division | 1.90% | Add +1.5% | 179,730 | $31.5M |
| Moran Wealth Management, LLC | 1.00% | Add +1.1% | 179,495 | $31.5M |
| Steele Capital Management, Inc. | 1.63% | Add +2.7% | 179,071 | $31.4M |
| Trilogy Capital Inc. | 1.58% | Add +9.7% | 175,351 | $30.7M |
| Stratos Investment Management, LLC | 1.85% | Add +12.2% | 175,301 | $30.7M |
| Main Management LLC | 2.51% | Add +3.1% | 175,069 | $30.7M |
| Westwood Holdings Group Inc. | 0.23% | Add +11.8% | 167,978 | $29.4M |
| Choate Investment Advisors | 0.71% | Reduce -15.2% | 167,914 | $29.4M |
| Shufro Rose & Co. LLC | 2.27% | Reduce -5.0% | 166,381 | $29.2M |
| Montag A & Associates Inc. | 1.37% | Reduce -7.0% | 164,543 | $28.8M |
| Beacon Pointe Advisors, LLC | 0.32% | Add +0.2% | 163,678 | $28.7M |
| D.A. Davidson & Co. | 0.23% | Add +11.1% | 162,777 | $28.5M |
| SPX Gestao de Recursos Ltda | 4.28% | Reduce -81.9% | 161,895 | $28.4M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +10.9% | 160,785 | $28.2M |
| Jefferies Financial Group Inc. | 0.33% | Add +20.0% | 160,510 | $28.1M |
| Davis Investment Partners, LLC | 11.80% | Add +2.1% | 161,406 | $28.0M |
| StoneX Group Inc. | 1.53% | Add +14.4% | 158,823 | $27.8M |
| First Horizon Advisors, Inc. | 0.78% | Reduce -3.0% | 158,315 | $27.7M |
| Sebold Capital Management, Inc. | 18.54% | Reduce -2.2% | 157,829 | $27.7M |
| RFP Financial Group LLC | 10.78% | Reduce -34.1% | 157,764 | $27.6M |
| TD Waterhouse Canada Inc. | 0.22% | Add +30.6% | 156,197 | $27.4M |
| Advisor Resource Council | 19.62% | Add +2343.9% | 155,948 | $27.3M |
| Tudor Investment Corporation | 0.29% | Add +49.2% | 154,816 | $27.1M |
| Captrust Financial Advisors | 0.08% | Add +17.7% | 154,100 | $27.0M |
| Glen Eagle Advisors, LLC | 4.47% | Add +12.3% | 153,921 | $27.0M |
| Pinnacle Associates Ltd. | 0.36% | Add +30.0% | 153,462 | $26.9M |
| Sequoia Financial Advisors, LLC | 0.26% | Reduce -5.7% | 151,713 | $26.6M |
| Petrus Trust Company, LTA | 2.56% | No change | 151,137 | $26.5M |
| Courier Capital LLC | 1.80% | Reduce -23.2% | 148,922 | $26.1M |
| Money Concepts Capital Corp. | 1.93% | Add +1.3% | 148,425 | $26.0M |
| Permanent Capital Management, LP | 8.04% | — | 148,128 | $26.0M |
| Waterloo Capital, L.P. | 2.73% | Add +5.7% | 147,766 | $25.9M |
| Black Swift Group, LLC | 5.47% | Add +80.5% | 147,067 | $25.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -3.7% | 146,838 | $25.7M |
| GenTrust, LLC | 1.12% | New | 146,480 | $25.7M |
| Jackson, Grant Investment Advisers, Inc. | 9.77% | Add +1.4% | 144,950 | $25.4M |
| Arete Wealth Advisors, LLC | 1.83% | Reduce -2.6% | 144,533 | $25.3M |
| Sightline Wealth Advisors, LLC | 13.61% | Reduce -2.6% | 143,978 | $25.2M |
| MBB Public Markets I LLC | 2.98% | Reduce -29.9% | 143,446 | $25.1M |
| Virtue Capital Management, LLC | 5.05% | Reduce -7.2% | 143,183 | $25.1M |
| Seneca House Advisors | 9.90% | Add +18.5% | 142,122 | $24.9M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -5.6% | 142,006 | $24.9M |
| Pathstone Holdings, LLC | 0.11% | Add +93.3% | 141,194 | $24.7M |
| Northwest & Ethical Investments L.P. | 0.67% | Add +239.3% | 140,492 | $24.6M |
| &partners | 0.29% | Add +48.8% | 139,362 | $24.6M |
| Cwm, LLC | 0.10% | Add +1.1% | 137,556 | $24.1M |
| One Day In July LLC | 2.47% | Add +28.5% | 134,581 | $23.6M |
| Edmond DE Rothschild Holding S.A. | 0.40% | Reduce -8.1% | 134,309 | $23.5M |
| Atlas Wealth LLC | 12.34% | Add +1.3% | 134,010 | $23.5M |
| Oarsman Capital, Inc. | 4.05% | Add +26.4% | 132,566 | $23.2M |
| Federation des caisses Desjardins du Quebec | 0.12% | Add +1.6% | 132,273 | $23.2M |
| Valley Wealth Managers, Inc. | 1.73% | Add +43.4% | 131,904 | $23.1M |
| Brogan Financial, Inc. | 11.22% | Add +6393.5% | 130,715 | $22.9M |
| BBR Partners, LLC | 1.59% | Add +5.1% | 129,617 | $22.7M |
| CoreCap Advisors, LLC | 1.03% | Add +44.2% | 129,123 | $22.6M |
| Kiely Wealth Advisory Group, Inc. | 14.47% | Reduce -2.5% | 124,414 | $22.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.25% | Add +0.5% | 123,295 | $22.4M |
| Connable Office Inc. | 2.31% | Reduce -4.0% | 127,572 | $22.4M |
| Riversedge Advisors, LLC | 5.01% | Add +0.9% | 126,513 | $22.2M |
| Kera Capital Partners, Inc. | 6.31% | — | 125,183 | $21.9M |
| Sugarloaf Wealth Management, LLC | 4.12% | Add +2.2% | 123,995 | $21.7M |
| Advisory Services Network, LLC | 0.40% | Add +50.9% | 122,836 | $21.5M |
| Corient Private Wealth LP | 0.04% | Reduce -2.0% | 134,846 | $21.5M |
| Stephenson & Company, Inc. | 14.41% | Add +4.3% | 122,193 | $21.4M |
| IFP Advisors, Inc | 0.69% | Add +7.0% | 120,225 | $21.1M |
| Southeast Asset Advisors, LLC | 2.58% | Add +13.2% | 120,013 | $21.0M |
| Private Advisory Group LLC | 2.30% | Add +10.1% | 117,257 | $20.5M |
| Wealth Forward, LLC | 14.46% | Reduce -1.2% | 116,933 | $20.5M |
| Tiller Private Wealth, Inc. | 8.67% | Reduce -0.8% | 116,780 | $20.5M |
| State of Wisconsin Investment Board | 0.05% | New | 116,124 | $20.3M |
| Equitable Trust Co. | 1.13% | Add +3.0% | 115,737 | $20.3M |
| Rainey & Randall Wealth Advisors Inc. | 4.01% | Add +9.0% | 115,458 | $20.2M |
| Compass Wealth Management LLC | 4.83% | Add +5.0% | 114,399 | $20.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.46% | Reduce -13.1% | 114,110 | $20.0M |
| FMR LLC | 0.00% | Add +17.6% | 113,478 | $19.9M |
| Geller Advisors LLC | 1.30% | Add +0.8% | 112,515 | $19.7M |
| Baker Avenue Asset Management, LP | 0.60% | Add +1.7% | 112,087 | $19.6M |
| LTG Capital LLC | 16.41% | Add +2.3% | 111,629 | $19.6M |
| Lowe Brockenbrough & Co. Inc. | 1.25% | Reduce -1.6% | 111,157 | $19.5M |
| Flputnam Investment Management Co. | 0.36% | Reduce -3.5% | 111,004 | $19.5M |
| HM Payson & Co. | 0.33% | Add +0.7% | 110,793 | $19.4M |
| Jones Financial Companies LLLP | 0.02% | Add +93.6% | 110,290 | $19.3M |
| Kentucky Farm Bureau Mutual Insurance Co | 4.33% | No change | 110,000 | $19.3M |
| BlackRock, Inc. | 0.00% | Reduce -79.9% | 109,757 | $19.2M |
| New England Capital Financial Advisors LLC | 9.33% | Add +1.7% | 109,103 | $19.1M |
| Matthew Goff Investment Advisor, LLC | 3.55% | Add +0.1% | 109,072 | $19.1M |
| Mendota Financial Group, LLC | 12.37% | Reduce -22.0% | 108,871 | $19.1M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -1.8% | 108,240 | $19.0M |
| PFM Health Sciences, LP | 1.48% | New | 108,041 | $18.9M |
| Titleist Asset Management, LLC | 2.17% | Add +7.4% | 107,534 | $18.8M |
| Frisch Financial Group, Inc. | 5.66% | Reduce -12.9% | 106,731 | $18.7M |
| NTV Asset Management LLC | 2.46% | Add +0.0% | 106,323 | $18.6M |
| Littlejohn Financial Services, Inc. | 16.59% | — | 105,715 | $18.5M |
| WealthBridge Capital Management, LLC | 5.12% | Add +3.4% | 105,248 | $18.4M |
| Cadent Capital Advisors, LLC | 6.38% | Add +1.8% | 104,281 | $18.3M |
| Quattro Financial Advisors LLC | 4.72% | Add +28.1% | 100,325 | $18.3M |
| Dimension Capital Management LLC | 2.96% | Add +7.7% | 103,333 | $18.1M |
| Composition Wealth, LLC | 0.36% | New | 102,528 | $18.0M |
| Fairvoy Private Wealth, LLC | 4.78% | — | 102,495 | $18.0M |
| Lido Advisors, LLC | 0.11% | Reduce -4.0% | 102,091 | $17.9M |
| Advisor OS, LLC | 2.06% | Reduce -34.2% | 101,585 | $17.8M |
| Vaughan David Investments LLC | 0.42% | Add +0.4% | 101,535 | $17.8M |
| Echo45 Advisors LLC | 11.64% | Add +110.9% | 100,513 | $17.7M |
| Sage Rhino Capital LLC | 3.86% | Reduce -1.9% | 101,058 | $17.7M |
| Fort Point Capital Partners LLC | 1.97% | New | 100,610 | $17.6M |
| Matauro, LLC | 3.79% | — | 99,808 | $17.5M |
| Wealth Alliance Advisory Group, LLC | 3.68% | Add +0.3% | 99,352 | $17.4M |
| Tradition Wealth Management, LLC | 1.53% | Reduce -36.3% | 99,283 | $17.4M |
| Bernardo Wealth Planning LLC | 4.15% | Add +4.7% | 100,230 | $17.4M |
| CSS LLC | 3.23% | Add +29.0% | 98,412 | $17.2M |
| Roth Financial Partners LLC | 6.81% | Reduce -1.0% | 97,611 | $17.1M |
| Yelin Lapidot Holdings Management Ltd. | 2.97% | No change | 97,460 | $17.1M |
| Hennion & Walsh Asset Management, Inc. | 0.77% | Add +2.4% | 96,808 | $17.0M |
| Sterneck Capital Management, LLC | 9.14% | Reduce -1.5% | 96,487 | $16.9M |
| Capital Advisors, Ltd. LLC | 2.13% | Add +4.5% | 96,478 | $16.9M |
| Riverview Capital Advisers, LLC | 5.05% | Add +0.1% | 95,491 | $16.7M |
| Dumont & Blake Investment Advisors LLC | 4.44% | Reduce -1.5% | 94,316 | $16.5M |
| Aft, Forsyth & Sober, LLC | 5.31% | Add +0.7% | 93,450 | $16.4M |
| Peak Asset Management, LLC | 2.96% | Add +2.5% | 91,388 | $16.0M |
| Calydon Capital | 3.14% | New | 91,231 | $16.0M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +241.3% | 90,942 | $15.9M |
| Sigma Planning Corp | 0.50% | Add +3.8% | 90,158 | $15.8M |
| Breakwater Capital Group | 3.13% | Reduce -0.1% | 89,757 | $15.7M |
| Ascent Wealth Partners, LLC | 2.11% | Add +6.6% | 89,233 | $15.6M |
| Port Capital LLC | 0.71% | Reduce -12.6% | 88,725 | $15.5M |
| Sageworth Trust Co | 0.96% | Add +4.6% | 88,474 | $15.5M |
| Gotham Asset Management | 0.15% | Add +28.6% | 87,672 | $15.4M |
| CX Institutional | 0.61% | Add +0.2% | 87,113 | $15.3M |
| Cary Street Partners Financial LLC | 0.49% | — | 86,631 | $15.2M |
| Kirtland Hills Capital Management, LLC | 9.65% | Add +8.0% | 86,055 | $15.1M |
| Wolverine Trading, LLC | 0.34% | Add +1191.1% | 86,027 | $15.0M |
| ADG Wealth Management Group, LLC | 13.33% | — | 85,695 | $15.0M |
| Raelipskie Partnership | 7.45% | Add +10.9% | 85,629 | $15.0M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +2.3% | 85,512 | $15.0M |
| Verition Fund Management LLC | 0.08% | New | 85,500 | $15.0M |
| Capital Investment Advisory Services, LLC | 1.44% | Reduce -2.9% | 85,435 | $15.0M |
| Sard Wealth Management Group, LLC | 9.99% | Reduce -0.0% | 84,925 | $14.9M |
| Bright Financial Advisors, Inc. | 9.31% | Add +3.8% | 84,523 | $14.8M |
| Gladstone Institutional Advisory LLC | 0.69% | Reduce -4.4% | 84,455 | $14.8M |
| Compton Wealth Advisory Group, LLC | 3.79% | Reduce -2.4% | 83,846 | $14.7M |
| GTS Securities LLC | 0.71% | Add +199.4% | 83,772 | $14.7M |
| Reyes Financial Architecture, Inc. | 11.49% | — | 83,376 | $14.6M |
| Ausdal Financial Partners, Inc. | 1.25% | Add +502.6% | 82,555 | $14.5M |
| Del-Sette Capital Management, LLC | 11.71% | New | 82,344 | $14.4M |
| Ballast, Inc. | 4.05% | Add +17.6% | 80,866 | $14.2M |
| Wealthcare Advisory Partners LLC | 0.39% | Add +27.9% | 80,785 | $14.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 6.36% | Add +20.6% | 80,718 | $14.1M |
| Essex Financial Services, Inc. | 1.00% | Add +0.8% | 80,647 | $14.1M |
| Forge Financial Services LLC | 11.79% | — | 77,614 | $14.0M |
| Granby Capital Management, LLC | 7.26% | No change | 80,000 | $14.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.31% | Add +6.2% | 79,855 | $14.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.40% | Reduce -63.5% | 79,520 | $13.9M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 78,784 | $13.8M |
| First Foundation Advisors | 0.52% | Add +1.3% | 78,365 | $13.7M |
| Concourse Financial Group Securities, Inc. | 0.77% | Add +4.7% | 75,419 | $13.7M |
| AlTi Global, Inc. | 0.33% | Reduce -6.8% | 76,535 | $13.7M |
| Cidel Asset Management Inc. | 0.92% | New | 78,090 | $13.7M |
| Muirfield Wealth Advisors LLC | 11.27% | Reduce -1.3% | 77,993 | $13.7M |
| Allworth Financial LP | 0.07% | Add +135.1% | 74,089 | $13.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +7.1% | 75,996 | $13.4M |
| Quest Investment Management LLC | 1.54% | Reduce -3.6% | 75,901 | $13.3M |
| Peak Financial Management, Inc. | 3.97% | Add +4.6% | 75,716 | $13.3M |
| Crews Bank & Trust | 2.23% | — | 75,604 | $13.2M |
| Farther Finance Advisors, LLC | 0.47% | Add +108.4% | 74,860 | $13.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.14% | Add +161.5% | 74,725 | $13.1M |
| Concurrent Investment Advisors, LLC | 0.35% | Add +9.9% | 74,507 | $13.1M |
| Leavell Investment Management, Inc. | 0.64% | Add +2.1% | 74,137 | $13.0M |
| Strategic Financial Concepts, LLC | 2.49% | Add +84.5% | 73,946 | $13.0M |
| DAVENPORT & Co LLC | 0.07% | Add +8.6% | 72,603 | $12.7M |
| Archer Investment Corp | 3.38% | Add +7.7% | 72,108 | $12.6M |
| Harbor Investment Advisory, LLC | 1.18% | Add +37.5% | 72,070 | $12.6M |
| Parallel Advisors, LLC | 0.28% | Add +1.5% | 71,952 | $12.6M |
| Sykon Capital LLC | 4.34% | New | 71,809 | $12.6M |
| Caldwell Trust Co | 1.31% | Reduce -0.2% | 71,805 | $12.6M |
| Fsa Wealth Partners, Inc. | 2.89% | Reduce -1.4% | 70,400 | $12.3M |
| Focused Wealth Management, Inc | 1.66% | Reduce -3.4% | 70,169 | $12.3M |
| Montis Financial, LLC | 3.80% | Add +25.8% | 70,152 | $12.3M |
| Greenleaf Trust | 0.11% | Add +0.2% | 69,773 | $12.2M |
| Ethos Financial Group, LLC | 1.59% | Add +139.8% | 69,309 | $12.1M |
| Geneos Wealth Management Inc. | 0.42% | Add +29.7% | 69,146 | $12.1M |
| Perigon Wealth Management, LLC | 0.30% | Add +9.8% | 67,553 | $12.1M |
| Fairway Wealth LLC | 5.44% | Add +32.1% | 68,939 | $12.1M |
| Sterling Manor Financial, LLC | 8.38% | Add +2.0% | 68,605 | $12.0M |
| Seaview Investment Managers LLC | 3.31% | Add +23.8% | 68,323 | $12.0M |
| Sepio Capital, LP | 0.96% | Add +7.0% | 68,109 | $11.9M |
| Stephens Inc. | 0.17% | Add +6.9% | 67,897 | $11.9M |
| Evernest Financial Advisors, LLC | 3.08% | Add +0.7% | 67,667 | $11.9M |
| Prism Advisors, Inc. | 3.52% | Reduce -2.3% | 67,079 | $11.8M |
| Basso Capital Management, L.P. | 10.11% | Add +32.0% | 66,689 | $11.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.81% | No change | 65,800 | $11.5M |
| Winthrop Capital Management, LLC | 3.06% | Add +1.3% | 65,787 | $11.5M |
| Bleakley Financial Group, LLC | 0.35% | Add +3.4% | 65,636 | $11.5M |
| IHT Wealth Management, LLC | 0.37% | Add +1.4% | 65,435 | $11.5M |
| Bradley Foster & Sargent Inc. | 0.19% | Add +2.6% | 65,426 | $11.5M |
| L. Roy Papp & Associates, LLP | 1.34% | Add +1.4% | 65,304 | $11.4M |
| Second Line Capital, LLC | 3.08% | Add +3.0% | 65,245 | $11.4M |
| Cornerstone Wealth Group, LLC | 0.93% | Add +62.3% | 64,779 | $11.4M |
| Capital Investment Advisors, LLC | 0.23% | Add +2.0% | 64,676 | $11.3M |
| Fortis Group Advisors, LLC | 2.10% | Add +59.0% | 64,398 | $11.3M |
| Round Rock Advisors LLC | 2.30% | Add +2.6% | 63,968 | $11.2M |
| NewEdge Wealth, LLC | 0.19% | Add +27.7% | 63,947 | $11.2M |
| Independent Advisor Alliance | 0.15% | New | 63,724 | $11.2M |
| Stratos Wealth Advisors, LLC | 0.53% | Add +0.6% | 63,579 | $11.1M |
| Level Four Advisory Services, LLC | 0.45% | Add +48.9% | 63,016 | $11.0M |
| Carnegie Investment Counsel | 0.32% | Add +4.9% | 62,935 | $11.0M |
| Benjamin Edwards Inc. | 0.16% | Reduce -1.8% | 62,892 | $11.0M |
| Frank, Rimerman Advisors LLC | 0.80% | Add +6.2% | 62,881 | $11.0M |
| Luken Investment Analytics, LLC | 5.08% | Add +0.1% | 62,597 | $11.0M |
| Scotia Capital Inc. | 0.06% | Add +3.2% | 62,335 | $10.9M |
| Tandem Wealth Advisors LLC | 5.55% | Reduce -4.8% | 62,102 | $10.9M |
| Aspen Investment Management Inc | 4.90% | Add +4.2% | 60,256 | $10.6M |
| Raab & Moskowitz Asset Management LLC | 2.59% | Add +14.6% | 60,203 | $10.5M |
| D. E. Shaw & Co. | 0.01% | Add +246.4% | 60,037 | $10.5M |
| Chicago Wealth Management, Inc. | 5.46% | Add +2.5% | 60,025 | $10.5M |
| New England Private Wealth Advisors LLC | 1.66% | Reduce -1.0% | 59,878 | $10.5M |
| Park Place Capital Corp | 2.93% | Add +10.0% | 59,715 | $10.5M |
| Inlight Wealth Management, LLC | 6.03% | — | 59,528 | $10.4M |
| Evercore Wealth Management, LLC | 0.15% | Add +2.4% | 58,884 | $10.3M |
| FAS Wealth Partners, Inc. | 0.86% | Add +2.8% | 58,624 | $10.3M |
| Clarus Group, Inc. | 3.64% | Add +5094.8% | 58,442 | $10.2M |
| Armstrong Advisory Group, Inc. | 0.81% | Add +17672.4% | 57,938 | $10.2M |
| Global Retirement Partners, LLC | 0.29% | Reduce -4.3% | 57,875 | $10.1M |
| Kavar Capital Partners Group, LLC | 1.71% | Reduce -0.3% | 57,833 | $10.1M |
| SimpliFi, Inc. | 4.62% | Reduce -0.4% | 57,637 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +240.9% | 56,264 | $10.0M |
| Atlantic Edge Private Wealth Management, LLC | 3.09% | Add +2.1% | 56,934 | $10.0M |
| McAlister, Sweet & Associates, Inc. | 7.05% | Add +74.9% | 56,559 | $9.9M |
| Sowell Financial Services LLC | 0.52% | Add +87.9% | 56,507 | $9.9M |
| Arkadios Wealth Advisors | 0.54% | Add +8.0% | 56,372 | $9.9M |
| CreativeOne Wealth, LLC | 0.30% | Reduce -10.8% | 56,192 | $9.8M |
| Prevail Innovative Wealth Advisors, LLC | 2.85% | Add +59.3% | 56,180 | $9.8M |
| Lake Street Private Wealth, LLC | 1.58% | Add +116.6% | 56,160 | $9.8M |
| Atlas Legacy Advisors, LLC | 2.38% | — | 56,063 | $9.8M |
| Ruggaard & Associates LLC | 4.31% | Add +1.7% | 56,037 | $9.8M |
| Walled Lake Planning & Wealth Management, LLC | 3.63% | Add +5.6% | 55,657 | $9.8M |
| Biltmore Family Office, LLC | 1.63% | Add +662.3% | 55,456 | $9.7M |
| Centiva Capital, LP | 0.37% | New | 55,159 | $9.7M |
| IPG Investment Advisors LLC | 2.17% | Add +17.3% | 54,525 | $9.6M |
| American Alpha Advisors, LLC | 8.68% | Add +0.9% | 54,412 | $9.5M |
| New Insight Wealth Advisors | 4.77% | Add +54.0% | 54,365 | $9.5M |
| MTC Wealth Management LLC | 4.55% | Reduce -2.1% | 53,925 | $9.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +10.3% | 53,739 | $9.4M |
| Integrated Advisors Network LLC | 0.45% | Reduce -18.8% | 53,641 | $9.4M |
| Retireful, LLC | 5.26% | Reduce -44.4% | 53,299 | $9.3M |
| Strategic Family Wealth Counselors, L.L.C. | 3.00% | Add +5.8% | 52,641 | $9.2M |
| Dynamic Advisor Solutions LLC | 0.40% | Add +2.0% | 52,080 | $9.1M |
| Summit Financial, LLC | 0.32% | Add +20.1% | 51,983 | $9.1M |
| Financial Advocates Investment Management | 0.52% | Reduce -25.1% | 51,898 | $9.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.15% | Reduce -26.4% | 48,519 | $9.0M |
| WFA Asset Management Corp | 4.88% | Reduce -4.2% | 51,483 | $9.0M |
| Financial Enhancement Group LLC | 1.38% | Reduce -2.0% | 51,637 | $9.0M |
| Davidson Kahn Capital Management, LLC | 8.36% | — | 51,390 | $9.0M |
| LM Advisors LLC | 1.62% | Add +25.7% | 51,259 | $9.0M |
| Modera Wealth Management, LLC | 0.11% | Add +818.0% | 51,240 | $9.0M |
| First Financial Bank - Trust Division | 0.84% | Add +2.6% | 51,154 | $9.0M |
| Private Wealth Group, LLC | 4.37% | Add +4.3% | 51,009 | $8.9M |
| Blue Investment Partners LLC | 3.28% | Add +3.2% | 51,003 | $8.9M |
| Prospera Financial Services Inc | 0.21% | Add +14.3% | 50,881 | $8.9M |
| DeDora Capital, Inc. | 2.44% | Reduce -0.7% | 50,807 | $8.9M |
| Garden State Investment Advisory Services LLC | 2.74% | Reduce -0.4% | 50,601 | $8.9M |
| Courage Miller Partners, LLC | 3.03% | Add +2.9% | 50,552 | $8.9M |
| Soros Fund Management | 0.22% | New | 50,508 | $8.9M |
| Blue Bell Private Wealth Management, LLC | 1.68% | Reduce -0.0% | 50,354 | $8.8M |
| Point72 Europe (London) LLP | 0.51% | New | 50,100 | $8.8M |
| Moss Adams Wealth Advisors LLC | 0.92% | Reduce -3.2% | 49,901 | $8.7M |
| Cabot Wealth Management Inc. | 1.11% | Reduce -2.8% | 49,859 | $8.7M |
| Dorsey & Whitney Trust CO LLC | 0.48% | Add +122.7% | 49,614 | $8.7M |
| Black Diamond Financial, LLC | 1.27% | Reduce -6.5% | 48,534 | $8.5M |
| Burke & Herbert Bank & Trust Co. | 2.02% | Reduce -0.3% | 48,491 | $8.5M |
| J.W. Cole Advisors, Inc. | 0.34% | Add +0.4% | 48,246 | $8.5M |
| Bailard, Inc. | 0.22% | Add +211.3% | 48,089 | $8.4M |
| SG Americas Securities, LLC | 0.04% | Reduce -5.2% | 47,882 | $8.4M |
| LCNB Corp. | 3.05% | Reduce -4.8% | 47,718 | $8.4M |
| Strong Tower Advisory Services | 2.17% | Reduce -29.1% | 47,558 | $8.3M |
| Deutsche Bank AG | 0.00% | Add +279.4% | 47,374 | $8.3M |
| Estate Counselors, LLC | 0.88% | Reduce -11.3% | 47,231 | $8.3M |
| Alexis Investment Partners, LLC | 4.04% | — | 47,174 | $8.3M |
| Peddock Capital Advisors, LLC | 1.97% | Reduce -1.8% | 46,899 | $8.2M |
| Sanders Morris Harris LLC | 1.23% | Add +313.2% | 46,720 | $8.2M |
| Royal Harbor Partners, LLC | 3.09% | New | 46,660 | $8.2M |
| Oppenheimer & Co. Inc. | 0.12% | Reduce -8.7% | 46,495 | $8.1M |
| Jacksonville Wealth Management, LLC | 7.55% | — | 46,183 | $8.1M |
| Brown Brothers Harriman & Co. | 0.06% | Add +13.1% | 46,098 | $8.1M |
| Lakeshore Financial Planning, Inc. | 3.43% | Reduce -0.7% | 45,885 | $8.0M |
| Central Asset Investments & Management Holdings (HK) Ltd | 5.21% | Add +132.5% | 45,800 | $8.0M |
| Redmont Wealth Advisors LLC | 13.85% | Add +3.2% | 45,755 | $8.0M |
| ZWJ Investment Counsel Inc. | 0.33% | Add +6.0% | 45,691 | $8.0M |
| Hancock Whitney Corp. | 0.25% | Add +5.2% | 45,530 | $8.0M |
| Stelac Advisory Services LLC | 3.10% | Add +19.3% | 45,327 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +4.0% | 45,071 | $7.9M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +4.0% | 45,071 | $7.9M |
| Mutual Advisors, LLC | 0.23% | Add +43.9% | 43,987 | $7.9M |
| United Capital Financial Advisors, LLC | 0.07% | Add +2.9% | 44,043 | $7.7M |
| Harbour Investments, Inc. | 0.22% | Add +6.7% | 44,003 | $7.7M |
| Quadrature Capital Ltd | 0.15% | New | 43,785 | $7.7M |
| RVW Wealth, LLC | 0.71% | No change | 43,739 | $7.7M |
| E&G Advisors, LLC | 2.07% | Add +0.9% | 43,577 | $7.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 43,408 | $7.6M |
| Louisbourg Investments Inc. | 2.00% | Add +314.9% | 61,400 | $7.6M |
| Quad-Cities Investment Group, LLC | 3.72% | Add +6.1% | 43,233 | $7.6M |
| Parsons Capital Management Inc. | 0.41% | Add +1.3% | 43,148 | $7.6M |
| Schroder Investment Management Group | 0.01% | New | 42,874 | $7.5M |
| Lumbard & Kellner, LLC | 3.22% | Reduce -4.1% | 42,764 | $7.5M |
| Well Done, LLC | 1.37% | No change | 41,821 | $7.5M |
| Firestone Capital Management | 1.86% | Add +5.0% | 42,691 | $7.5M |
| Ieq Capital, LLC | 0.07% | Add +1.8% | 41,815 | $7.3M |
| Amplius Wealth Advisors, LLC | 0.75% | Reduce -2.3% | 41,727 | $7.3M |
| AQR Capital Management | 0.01% | Add +47.4% | 41,712 | $7.3M |
| Prasad Wealth Partners, LLC | 2.36% | — | 41,707 | $7.3M |
| World Investment Advisors | 0.20% | Add +105.3% | 41,633 | $7.3M |
| Atria Investments, Inc | 0.09% | Reduce -25.1% | 41,572 | $7.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.0% | 41,543 | $7.3M |
| Park Avenue Securities LLC | 0.07% | Reduce -13.9% | 41,126 | $7.2M |
| Wakefield Asset Management LLLP | 2.43% | Reduce -10.9% | 41,105 | $7.2M |
| Prairie Sky Financial Group LLC | 4.42% | Reduce -24.2% | 41,104 | $7.2M |
| Haverford Trust Co | 0.07% | Reduce -0.3% | 40,982 | $7.2M |
| GC Wealth Management RIA, LLC | 1.26% | Reduce -2.7% | 40,977 | $7.2M |
| Nations Financial Group Inc, /Ia/ | 0.52% | Add +4.4% | 40,663 | $7.1M |
| Hi-Line Capital Management, LLC | 3.11% | New | 40,557 | $7.1M |
| Koshinski Asset Management, Inc. | 0.61% | Add +2.9% | 40,404 | $7.1M |
| BostonPremier Wealth LLC | 4.29% | — | 40,377 | $7.1M |
| Acima Private Wealth, LLC | 2.38% | Add +34.0% | 40,265 | $7.1M |
| Intrepid Financial Planning Group LLC | 2.98% | Reduce -0.1% | 40,231 | $7.0M |
| Signal Advisors Wealth, LLC | 0.79% | Add +54.1% | 39,892 | $7.0M |
| Snowden Capital Advisors LLC | 0.22% | Add +143.8% | 39,669 | $7.0M |
| Old Mission Capital LLC | 0.16% | Add +1330.8% | 39,633 | $6.9M |
| Bessemer Group Inc. | 0.01% | Add +6.7% | 39,627 | $6.9M |
| Curbstone Financial Management Corp | 1.47% | Reduce -1.1% | 39,583 | $6.9M |
| Johnson Bixby & Associates, LLC | 1.05% | Reduce -6.7% | 39,273 | $6.9M |
| Marshall & Sterling Wealth Advisors Inc. | 4.74% | — | 39,180 | $6.9M |
| Toronto Dominion Bank | 0.01% | Reduce -9.6% | 38,956 | $6.8M |
| Pallas Capital Advisors LLC | 0.29% | Add +0.3% | 38,917 | $6.8M |
| LYNX Capital Group Ltd. | 3.87% | Add +26.6% | 38,320 | $6.7M |
| Guidance Capital, Inc. | 2.05% | Add +14.7% | 36,813 | $6.7M |
| Herold Advisors, Inc. | 1.46% | Reduce -5.9% | 38,231 | $6.7M |
| Lantern Wealth Advisors, LLC | 4.35% | Reduce -6.3% | 38,206 | $6.7M |
| Sheets Smith Wealth Management | 0.82% | Add +1.4% | 38,163 | $6.7M |
| Ancora Advisors LLC | 0.15% | Reduce -5.9% | 38,139 | $6.7M |
| Fortress Financial Group, LLC | 6.64% | — | 38,124 | $6.7M |
| Heritage Trust Co | 0.78% | — | 37,944 | $6.6M |
| Navalign, LLC | 1.94% | Add +2.2% | 37,609 | $6.6M |
| Kelly Financial Group LLC | 2.34% | — | 37,529 | $6.6M |
| Insigneo Advisory Services, LLC | 0.68% | Add +41.4% | 37,485 | $6.6M |
| Darrow Company, Inc. | 3.77% | Reduce -3.0% | 37,097 | $6.5M |
| Fifth Third Bancorp | 0.02% | Add +50.2% | 37,020 | $6.5M |
| Strategy Asset Managers LLC | 1.25% | Add +4.0% | 36,849 | $6.5M |
| Sagace Wealth Management LLC | 4.83% | Add +53.6% | 36,787 | $6.4M |
| GFS Advisors, LLC | 0.98% | Add +3.1% | 36,676 | $6.4M |
| WealthShield Partners, LLC | 0.91% | Add +11.2% | 36,673 | $6.4M |
| Rothschild Investment LLC | 0.42% | Add +28.4% | 36,593 | $6.4M |
| TigerOak Management, L.L.C. | 2.34% | — | 36,494 | $6.4M |
| Partnership Wealth Management, LLC | 5.30% | Add +37.8% | 36,354 | $6.4M |
| Bcwm, LLC | 2.25% | — | 35,991 | $6.3M |
| Weil Company, Inc. | 2.17% | Add +1.7% | 35,788 | $6.3M |
| Grange Capital, LLC | 6.55% | — | 35,639 | $6.2M |
| NDWM LLC | 5.21% | Add +0.7% | 35,608 | $6.2M |
| Sheets Smith Investment Management | 5.26% | — | 35,441 | $6.2M |
| First United Bank & Trust | 2.24% | Add +18.3% | 35,190 | $6.2M |
| Retirement Income Solutions, Inc. | 1.24% | Add +12.8% | 35,172 | $6.2M |
| Tocqueville Asset Management L.P. | 0.10% | Add +80.6% | 34,978 | $6.1M |
| Confluence Wealth Services, Inc. | 0.40% | New | 33,523 | $6.1M |
| Eldridge Investment Advisors, Inc. | 1.41% | Reduce -2.3% | 34,683 | $6.1M |
| Ramiah Investment Group | 5.50% | Reduce -10.3% | 34,478 | $6.0M |
| Fca Corp. | 1.89% | Add +0.1% | 34,454 | $6.0M |
| Atwood & Palmer Inc. | 0.41% | Add +0.3% | 34,127 | $6.0M |
| Hirtle & Co., LLC | 0.29% | Add +328.4% | 34,099 | $6.0M |
| Advisors Preferred, LLC | 0.96% | Reduce -33.9% | 34,104 | $6.0M |
| Independent Financial Group, LLC | 0.20% | Add +6.0% | 33,995 | $6.0M |
| Transcend Capital Advisors, LLC | 0.43% | Reduce -34.3% | 33,695 | $5.9M |
| Apollon Wealth Management, LLC | 0.14% | Add +51.7% | 33,493 | $5.9M |
| HB Wealth Management, LLC | 0.06% | Add +17.1% | 33,475 | $5.9M |
| Modern Wealth Management, LLC | 0.22% | Add +8.6% | 33,061 | $5.8M |
| Black Maple Capital Management LP | 4.40% | Reduce -10.8% | 33,000 | $5.8M |
| Modus Advisors, LLC | 1.80% | Add +3.4% | 32,860 | $5.8M |
| Magnus Financial Group LLC | 0.56% | Add +2.5% | 32,846 | $5.8M |
| Smith, Moore & Co. | 0.53% | Add +1.1% | 32,769 | $5.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.85% | Add +19.3% | 32,748 | $5.7M |
| Thoroughbred Financial Services, LLC | 0.35% | Add +9.5% | 32,722 | $5.7M |
| Investment House LLC | 0.31% | Add +35.9% | 32,659 | $5.7M |
| Delta Wealth Advisors LLC | 5.36% | Add +3.0% | 32,464 | $5.7M |
| Ciovacco Capital Management LLC | 3.24% | Reduce -2.5% | 32,390 | $5.7M |
| Nwam LLC | 0.35% | Reduce -10.8% | 32,241 | $5.6M |
| Signal Tree Financial Partners LLC | 6.60% | — | 32,114 | $5.6M |
| Fifth Third Wealth Advisors LLC | 0.30% | Add +39.9% | 32,002 | $5.6M |
| Blue Chip Partners, LLC | 0.48% | Add +359.0% | 31,980 | $5.6M |
| PMG Wealth Management, Inc. | 5.10% | — | 31,977 | $5.6M |
| Birchcreek Wealth Management, LLC | 3.51% | Add +2.8% | 31,910 | $5.6M |
| CM Wealth Advisors LLC | 1.82% | Add +17.7% | 31,782 | $5.6M |
| CapWealth Advisors, LLC | 0.61% | Add +0.2% | 31,782 | $5.6M |
| SkyView Investment Advisors, LLC | 0.89% | Add +272.9% | 31,700 | $5.6M |
| Gateway Wealth Partners, LLC | 1.44% | Add +9.6% | 31,690 | $5.6M |
| Strategic Wealth Investment Group, LLC | 0.31% | New | 189,869 | $5.5M |
| Grant Street Asset Management, Inc. | 1.45% | Add +3.1% | 31,602 | $5.5M |
| Stone Summit Wealth LLC | 1.84% | Add +13.2% | 31,338 | $5.5M |
| Cannon Advisors, Inc. | 4.66% | Add +0.9% | 31,312 | $5.5M |
| Agf Management Ltd. | 0.03% | Add +8.9% | 31,190 | $5.5M |
| Voisard Asset Management Group, Inc. | 1.82% | Reduce -51.2% | 31,155 | $5.5M |
| Ironwood Financial, llc | 1.14% | Add +12.7% | 31,036 | $5.4M |
| Inkwell Capital LLC | 5.79% | — | 30,906 | $5.4M |
| Credit Agricole S A | 0.02% | Add +57.5% | 30,894 | $5.4M |
| Mizuho Markets Americas LLC | 0.10% | New | 30,885 | $5.4M |
| Lee Johnson Capital Management, LLC | 2.85% | Add +121.9% | 30,768 | $5.4M |
| Oxbow Advisors, LLC | 0.65% | Reduce -2.3% | 30,666 | $5.4M |
| General American Investors Co. Inc. | 0.38% | No change | 30,611 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -16.3% | 30,487 | $5.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.70% | Reduce -2.3% | 30,290 | $5.3M |
| Cherry Tree Wealth Management, LLC | 1.31% | Add +13.4% | 30,257 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Add +113.8% | 30,224 | $5.3M |
| Verde Servicos Internacionais S.A. | 2.27% | New | 30,100 | $5.3M |
| Pinnacle Wealth Management Group, Inc. | 3.28% | Add +3.8% | 30,092 | $5.3M |
| Great Diamond Partners, LLC | 1.36% | Reduce -0.9% | 30,041 | $5.3M |
| Buffington Mohr McNeal | 0.87% | Reduce -2.6% | 29,963 | $5.3M |
| Taylor & Morgan Wealth Management, LLC | 3.69% | Reduce -22.9% | 29,934 | $5.2M |
| Focus Financial Network, Inc. | 0.21% | Add +4.4% | 29,815 | $5.2M |
| Roundview Capital LLC | 0.36% | Add +2.9% | 29,768 | $5.2M |
| BlueChip Wealth Advisors LLC | 2.89% | Reduce -6.8% | 29,761 | $5.2M |
| Quantinno Capital Management LP | 0.05% | Add +165.1% | 29,701 | $5.2M |
| Bulltick Wealth Management, LLC | 1.22% | Add +191.8% | 29,453 | $5.2M |
| Howland Capital Management LLC | 0.23% | Add +22.5% | 29,402 | $5.2M |
| New England Asset Management Inc. | 0.92% | No change | 29,225 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -35.8% | 29,153 | $5.1M |
| Milestone Investment Advisors LLC | 1.39% | Reduce -1.9% | 29,114 | $5.1M |
| CHURCHILL MANAGEMENT Corp | 0.06% | Reduce -5.5% | 28,897 | $5.1M |
| Sage Capital Management, LLC | 2.55% | Add +0.8% | 28,765 | $5.0M |
| Parkside Investments, LLC | 0.75% | Reduce -2.9% | 28,564 | $5.0M |
| Alta Wealth Advisors LLC | 2.18% | Reduce -1.5% | 28,412 | $5.0M |
| Roger Wittlin Investment Advisory, LLC | 2.78% | Add +20.0% | 28,335 | $5.0M |
| Marshall Financial Group, LLC | 1.20% | Add +3.2% | 28,278 | $5.0M |
| Access Financial Services, Inc. | 2.21% | Reduce -1.3% | 28,256 | $5.0M |
| Walleye Trading LLC | 0.10% | Reduce -10.9% | 28,199 | $4.9M |
| Lake Hills Wealth Management, LLC | 3.38% | Add +6.8% | 28,196 | $4.9M |
| McHugh Group, LLC | 3.74% | — | 28,185 | $4.9M |
| Horizon Wealth Management, LLC | 0.86% | Reduce -89.7% | 28,092 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +1.6% | 27,934 | $4.9M |
| REDW Wealth LLC | 1.69% | Reduce -33.2% | 27,729 | $4.9M |
| GeoWealth Management, LLC | 0.16% | Reduce -13.4% | 27,648 | $4.8M |
| Greenlight Capital (DME Capital Management) | 0.25% | New | 27,530 | $4.8M |
| Madison Wealth Partners, Inc | 1.34% | Reduce -0.5% | 27,430 | $4.8M |
| Bryn Mawr Trust Advisors, LLC | 0.26% | Reduce -8.4% | 27,423 | $4.8M |
| Redhawk Wealth Advisors, Inc. | 0.65% | Add +0.9% | 27,327 | $4.8M |
| Park Square Financial Group, LLC | 3.30% | — | 27,229 | $4.8M |
| Lunt Capital Management, Inc. | 1.85% | Add +12.9% | 27,152 | $4.8M |
| Spire Wealth Management | 0.15% | Add +5.8% | 27,031 | $4.7M |
| Market Street Wealth Management Advisors LLC | 0.80% | Reduce -4.7% | 27,028 | $4.7M |
| Allen Investment Management, LLC | 0.05% | New | 26,816 | $4.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -29.0% | 26,775 | $4.7M |
| Harbor Advisory Corp. | 1.53% | New | 26,661 | $4.7M |
| CRA Financial Services, LLC | 0.80% | Add +1.9% | 26,516 | $4.6M |
| Renaissance Technologies | 0.01% | New | 26,400 | $4.6M |
| Clarus Wealth Advisors | 2.30% | Reduce -9.2% | 26,475 | $4.6M |
| Orion Capital Management LLC | 2.03% | Add +0.5% | 26,368 | $4.6M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +56.4% | 26,287 | $4.6M |
| Lester Murray Antman dba SimplyRich | 1.30% | Reduce -0.0% | 26,035 | $4.6M |
| Viawealth, LLC | 2.75% | Add +6.7% | 25,977 | $4.6M |
| HBK Sorce Advisory LLC | 0.14% | Reduce -0.7% | 25,702 | $4.5M |
| Simmons Bank | 0.33% | Add +49.0% | 25,594 | $4.5M |
| Fulton Breakefield Broenniman LLC | 0.32% | Reduce -0.9% | 25,588 | $4.5M |
| Pinnacle Financial Partners Inc | 0.09% | Add +8.1% | 25,342 | $4.5M |
| Bokf, NA | 0.08% | Add +3.4% | 25,765 | $4.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -88.8% | 25,392 | $4.4M |
| Marino, Stram & Associates LLC | 0.98% | Add +6.0% | 25,154 | $4.4M |
| Davidson Kempner Capital Management LP | 0.12% | New | 25,000 | $4.4M |
| Defined Wealth Management, LLC | 2.90% | Reduce -0.4% | 24,992 | $4.4M |
| Pettinga Financial Advisors LLC | 0.99% | Add +745.5% | 24,966 | $4.4M |
| Paces Ferry Wealth Advisors, LLC | 2.13% | Add +18.6% | 24,958 | $4.4M |
| Dana Investment Advisors, Inc. | 0.14% | Add +2.0% | 24,894 | $4.4M |
| Twin Tree Management, LP | 0.11% | Add +236.5% | 24,894 | $4.4M |
| Pettyjohn, Wood & White, Inc. | 0.80% | Add +18.9% | 24,815 | $4.3M |
| FineMark National Bank & Trust | 0.15% | Add +0.3% | 24,756 | $4.3M |
| Cape Investment Advisory, Inc. | 1.70% | Add +98.2% | 24,738 | $4.3M |
| Shoker Investment Counsel, Inc. | 1.46% | Add +0.1% | 24,684 | $4.3M |
| Founders Financial Securities LLC | 0.39% | Add +25.2% | 24,585 | $4.3M |
| Financial Guidance Group, Inc. | 2.36% | Add +29.6% | 24,566 | $4.3M |
| Fire Capital Management LLC | 3.19% | — | 24,469 | $4.3M |
| St. Louis Trust Co | 0.61% | No change | 24,395 | $4.3M |
| Azimuth Capital Investment Management LLC | 0.17% | Add +7.5% | 24,285 | $4.3M |
| Diversify Advisory Services, LLC | 0.23% | Reduce -25.6% | 24,509 | $4.2M |
| Silver Oak Securities, Incorporated | 0.39% | Add +20.9% | 24,252 | $4.2M |
| Phoenix Wealth Advisors | 1.84% | Add +129.8% | 24,205 | $4.2M |
| Meridian Investment Counsel Inc. | 1.27% | Add +5.6% | 24,195 | $4.2M |
| StoneCrest Wealth Management, Inc. | 2.74% | Add +2.8% | 23,938 | $4.2M |
| RMR Capital Management, LLC | 3.08% | Reduce -0.8% | 23,602 | $4.1M |
| Koss-Olinger Consulting, LLC | 0.36% | Add +1.6% | 23,579 | $4.1M |
| Signify Wealth | 4.66% | Add +9.3% | 23,537 | $4.1M |
| Hilltop National Bank | 1.24% | Add +117520.0% | 23,524 | $4.1M |
| Graham Capital Management, L.P. | 0.20% | Reduce -51.5% | 23,500 | $4.1M |
| Raffa Wealth Management, LLC | 0.96% | Add +0.3% | 23,465 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +11.3% | 23,422 | $4.1M |
| Gator Capital Management, LLC | 1.55% | Add +13.1% | 23,414 | $4.1M |
| Wintrust Investments LLC | 3.60% | Reduce -8.9% | 23,341 | $4.1M |
| Smith Anglin Financial, LLC | 0.38% | Reduce -1.9% | 23,312 | $4.1M |
| Headlands Technologies LLC | 0.41% | New | 23,290 | $4.1M |
| Dupree Financial Group, LLC | 1.98% | Add +183.1% | 23,268 | $4.1M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +38.7% | 23,249 | $4.1M |
| Archford Capital Strategies, LLC | 0.62% | Add +0.1% | 23,235 | $4.1M |
| Itau Unibanco Holding S.A. | 0.13% | New | 23,200 | $4.1M |
| Clear Creek Financial Management, LLC | 0.44% | Reduce -56.6% | 23,151 | $4.1M |
| Evoke Wealth, LLC | 0.11% | Add +115.0% | 23,121 | $4.1M |
| Principal Securities, Inc. | 0.09% | Reduce -4.8% | 22,969 | $4.0M |
| WealthTrust Asset Management, LLC | 2.88% | Reduce -3.3% | 22,847 | $4.0M |
| Genesis Private Wealth, LLC | 2.20% | — | 22,766 | $4.0M |
| Global Wealth Management, LLC | 2.54% | Reduce -2.7% | 22,668 | $4.0M |
| O'ROURKE & COMPANY, Inc | 1.94% | Add +5.4% | 22,628 | $4.0M |
| Oliver Lagore Vanvalin Investment Group | 1.01% | Add +26.9% | 22,442 | $3.9M |
| Wellspring Financial Advisors, LLC | 0.41% | Reduce -21.1% | 22,277 | $3.9M |
| Counterweight Ventures, LLC | 2.75% | Add +2.7% | 22,194 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +7.0% | 22,169 | $3.9M |
| Private Client Services, LLC | 2.09% | Reduce -25.0% | 22,158 | $3.9M |
| Compass Capital Corp. /Ma/ | 1.50% | — | 21,217 | $3.9M |
| Foundations Investment Advisors, LLC | 0.07% | Add +15.5% | 21,976 | $3.9M |
| Optima Capital LLC | 2.65% | — | 21,925 | $3.8M |
| National Philanthropic Trust | 0.06% | Reduce -0.0% | 21,911 | $3.8M |
| Capitol Family Office, Inc. | 5.11% | Reduce -4.1% | 21,851 | $3.8M |
| Merkkuri Wealth Advisors LLC | 3.03% | Reduce -2.3% | 21,832 | $3.8M |
| Diversified Trust Co. | 0.09% | Reduce -10.1% | 21,816 | $3.8M |
| Summit Financial Wealth Advisors, LLC | 0.74% | Reduce -2.8% | 21,071 | $3.8M |
| Catalina Capital Group, LLC | 1.25% | Add +13.3% | 21,598 | $3.8M |
| Cordgrass Capital Advisors, LLC | 1.09% | Add +9.9% | 21,480 | $3.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.60% | — | 21,446 | $3.8M |
| CVFG LLC | 3.43% | — | 21,444 | $3.8M |
| Archer Investment Management, LLC | 2.30% | — | 21,302 | $3.7M |
| First National Bank Sioux Falls | 1.59% | Add +33.7% | 21,302 | $3.7M |
| Aspiriant, LLC | 0.13% | Reduce -4.7% | 21,296 | $3.7M |
| Evolution Wealth Advisors, LLC | 0.62% | Reduce -0.2% | 21,294 | $3.7M |
| Copperwynd Financial, LLC | 1.03% | New | 21,226 | $3.7M |
| Prostatis Group LLC | 1.08% | Add +5.7% | 21,161 | $3.7M |
| Caprock Group, LLC | 0.12% | Add +9.3% | 21,140 | $3.7M |
| Ameritas Advisory Services, LLC | 0.13% | Reduce -2.5% | 20,976 | $3.7M |
| Bison Wealth, LLC | 0.81% | Add +25.8% | 20,957 | $3.7M |
| GM Advisory Group, LLC | 0.20% | Add +12.1% | 20,922 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +21.7% | 20,856 | $3.7M |
| Highland Capital Management, LLC | 0.21% | Reduce -3.7% | 20,832 | $3.7M |
| Legacy Private Trust Co. | 0.24% | Reduce -4.2% | 20,602 | $3.6M |
| Rye Brook Capital LLC | 4.33% | New | 20,600 | $3.6M |
| Moneco Advisors, LLC | 0.38% | Reduce -15.6% | 20,501 | $3.6M |
| Investment Advisory Services Inc. /TX | 1.26% | Add +9.0% | 20,440 | $3.6M |
| Joseph P. Lucia & Associates, LLC | 1.59% | Add +17.5% | 20,400 | $3.6M |
| Cohen & Steers, Inc. | 0.01% | Reduce -16.5% | 20,223 | $3.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.28% | No change | 20,071 | $3.5M |
| Jacobi Capital Management LLC | 0.26% | Add +1.2% | 20,021 | $3.5M |
| Rothschild Capital Partners, LLC | 0.85% | Reduce -44.5% | 19,959 | $3.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0.82% | No change | 19,927 | $3.5M |
| Elgethun Capital Management | 0.85% | Add +1105.6% | 19,917 | $3.5M |
| Hilltop Holdings Inc. | 0.22% | Reduce -0.2% | 19,891 | $3.5M |
| Stock Yards Bank & Trust Co. | 0.12% | Reduce -22.8% | 19,771 | $3.5M |
| Centaurus Financial, Inc. | 0.21% | Reduce -3.9% | 19,631 | $3.4M |
| Gries Financial LLC | 0.61% | Add +2.2% | 19,495 | $3.4M |
| Peak Planning Group, LLC | 1.42% | Add +5.6% | 19,424 | $3.4M |
| Simplicity Wealth,LLC | 0.71% | Add +8.1% | 19,421 | $3.4M |
| Wick Capital Partners, LLC | 1.00% | Reduce -2.5% | 19,410 | $3.4M |
| Meridian Financial Advisors, LLC | 2.34% | Add +3.2% | 19,361 | $3.4M |
| Baring Financial LLC | 3.02% | — | 19,343 | $3.4M |
| Tranquilli Financial Advisor LLC | 2.14% | Add +18.2% | 19,309 | $3.4M |
| Excalibur Management Corp. | 1.34% | Add +21.9% | 19,239 | $3.4M |
| Maltin Wealth Management, Inc. | 1.65% | Reduce -3.2% | 19,172 | $3.4M |
| Vontobel Holding Ltd. | 0.01% | Add +13.3% | 19,154 | $3.4M |
| IMC-Chicago, LLC | 0.09% | Reduce -66.5% | 19,152 | $3.4M |
| Transform Wealth, LLC | 0.19% | Add +27.9% | 19,074 | $3.3M |
| NovaPoint Capital, LLC | 1.01% | Reduce -0.7% | 18,829 | $3.3M |
| Cannell & Spears LLC | 0.07% | Reduce -1.4% | 18,769 | $3.3M |
| Lyell Wealth Management, LP | 0.29% | Reduce -3.6% | 18,769 | $3.3M |
| Baker Ellis Asset Management LLC | 0.48% | Reduce -1.5% | 18,759 | $3.3M |
| Steel Grove Capital Advisors, LLC | 0.46% | Add +40.8% | 18,674 | $3.3M |
| Hart & Patterson Financial Group LLC | 1.59% | Reduce -2.5% | 18,647 | $3.3M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -51.5% | 18,618 | $3.3M |
| Williams Jones Wealth Management, LLC. | 0.04% | Add +12.6% | 18,613 | $3.3M |
| Maripau Wealth Management LLC | 1.93% | New | 18,603 | $3.3M |
| Helios Capital Management Pte. Ltd. | 1.90% | No change | 18,550 | $3.3M |
| Equity Investment Corp. | 0.08% | Add +72.7% | 18,531 | $3.2M |
| RFG Advisory, LLC | 0.09% | Add +406.1% | 18,466 | $3.2M |
| Mosaic Financial Group, LLC | 2.31% | Add +6.2% | 18,340 | $3.2M |
| Advocacy Wealth Management, LLC | 0.24% | New | 18,331 | $3.2M |
| Sunpointe, LLC | 1.61% | Add +0.8% | 18,320 | $3.2M |
| Cowa, LLC | 1.56% | Add +208.0% | 41,215 | $3.2M |
| Ironsides Asset Advisors, LLC | 0.92% | Add +0.3% | 18,242 | $3.2M |
| Keystone Financial Group | 0.31% | Reduce -0.7% | 18,183 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.23% | Add +4.5% | 18,136 | $3.2M |
| Avidian Wealth Enterprises, LLC | 0.14% | Add +1.5% | 18,081 | $3.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -52.3% | 18,065 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +60.0% | 18,010 | $3.2M |
| Kopp Family Office, LLC | 2.00% | No change | 18,000 | $3.2M |
| Gilman Hill Asset Management, LLC | 0.54% | Add +93.6% | 17,842 | $3.1M |
| International Assets Investment Management, LLC | 0.26% | New | 17,873 | $3.1M |
| CMG Global Holdings, LLC | 1.72% | Add +64.0% | 17,163 | $3.1M |
| Martel Wealth Advisors LLC | 0.61% | Reduce -2.7% | 17,725 | $3.1M |
| Patten & Patten Inc. | 0.20% | Reduce -3.5% | 17,693 | $3.1M |
| Precedent Wealth Partners, LLC | 1.01% | Add +9.5% | 17,666 | $3.1M |
| Moloney Securities Asset Management, LLC | 0.41% | Reduce -2.0% | 17,525 | $3.1M |
| Renasant Bank | 1.99% | Add +25.7% | 17,516 | $3.1M |
| TAP Consulting, LLC | 0.63% | Reduce -5.8% | 17,468 | $3.1M |
| Telos Capital Management, Inc. | 0.33% | Add +4.9% | 17,425 | $3.1M |
| Acorn Wealth Advisors, LLC | 1.26% | Add +27.9% | 17,420 | $3.1M |
| Flagstar Securities, Inc. | 0.76% | Add +65.9% | 17,403 | $3.0M |
| Bouchey Financial Group, Ltd. | 0.27% | Reduce -3.9% | 17,305 | $3.0M |
| Jordan Park Group LLC | 0.22% | New | 17,200 | $3.0M |
| WASHINGTON TRUST Co | 0.11% | Add +20.1% | 17,160 | $3.0M |
| Apexium Financial, LP | 0.18% | Add +14.8% | 17,149 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +4.3% | 17,100 | $3.0M |
| Brightwater Advisory LLC | 2.35% | Reduce -6.2% | 17,093 | $3.0M |
| PFG Advisors | 0.18% | Add +15.1% | 17,072 | $3.0M |
| Simplex Trading, LLC | 0.08% | New | 16,996 | $3.0M |
| First PREMIER Bank | 0.76% | Reduce -1.2% | 16,947 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +13.8% | 16,909 | $3.0M |
| Allegheny Financial Group | 0.76% | Add +26.7% | 16,855 | $3.0M |
| Mgo One Seven LLC | 0.11% | Reduce -13.6% | 16,852 | $3.0M |
| Birch Hill Investment Advisors LLC | 0.14% | New | 16,790 | $2.9M |
| Wingate Wealth Advisors, Inc. | 2.88% | — | 16,753 | $2.9M |
| First Heartland Consultants, Inc. | 0.30% | Add +236.2% | 16,709 | $2.9M |
| St Germain D J Co. Inc. | 0.13% | Add +2891.0% | 16,600 | $2.9M |
| Global Financial Private Client, LLC | 1.09% | Add +0.3% | 16,578 | $2.9M |
| SeaBridge Investment Advisors LLC | 0.61% | New | 16,574 | $2.9M |
| KPP Advisory Services LLC | 0.68% | Reduce -1.6% | 16,380 | $2.9M |
| Sagespring Wealth Partners, LLC | 0.08% | — | 16,331 | $2.9M |
| Fiduciary Group, LLC | 0.29% | Reduce -9.5% | 16,307 | $2.9M |
| Waterford Advisors, LLC | 1.45% | Reduce -0.5% | 16,232 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.54% | Reduce -1.6% | 16,231 | $2.8M |
| PKS Advisory Services, LLC | 0.71% | — | 16,204 | $2.8M |
| Garner Asset Management Corp | 1.29% | Add +6.1% | 16,201 | $2.8M |
| Schrum Private Wealth Management LLC | 2.38% | Reduce -40.5% | 16,017 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.20% | Add +24.7% | 15,987 | $2.8M |
| Delta Investment Management, LLC | 0.54% | Add +0.2% | 15,911 | $2.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +27.2% | 15,896 | $2.8M |
| Mark Sheptoff Financial Planning, LLC | 1.49% | Add +47.6% | 15,830 | $2.8M |
| Krilogy Financial LLC | 0.18% | Reduce -20.6% | 15,823 | $2.8M |
| Summit Investment Advisors, Inc. | 2.45% | — | 15,199 | $2.8M |
| Verity Asset Management, Inc. | 1.55% | Reduce -4.5% | 21,635 | $2.7M |
| BigSur Wealth Management LLC | 0.78% | Reduce -9.8% | 15,650 | $2.7M |
| Private Trust Co. NA | 0.28% | Reduce -6.9% | 15,534 | $2.7M |
| Tsfg, LLC | 0.55% | Add +25.4% | 15,346 | $2.7M |
| Clear Harbor Asset Management, LLC | 0.22% | Add +7.3% | 15,271 | $2.7M |
| Guyasuta Investment Advisors Inc. | 0.17% | Add +34.3% | 15,248 | $2.7M |
| Wedbush Securities Inc. | 0.09% | Add +50.6% | 15,082 | $2.6M |
| Marco Investment Management LLC | 0.23% | Reduce -1.0% | 15,078 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +3.3% | 15,078 | $2.6M |
| Fiduciary Alliance LLC | 0.27% | Add +0.2% | 15,074 | $2.6M |
| Fortune Financial Advisors, LLC | 2.40% | Reduce -1.3% | 15,072 | $2.6M |
| Ardsley Advisory Partners LP | 0.51% | New | 15,000 | $2.6M |
| Prelude Capital Management, LLC | 0.22% | Add +153.3% | 14,970 | $2.6M |
| Jmac Enterprises LLC | 0.41% | Add +418.2% | 14,899 | $2.6M |
| Romano Brothers and Company | 0.33% | Add +44.3% | 14,897 | $2.6M |
| Oak Root LLC | 0.34% | Reduce -13.1% | 14,830 | $2.6M |
| Carolinas Wealth Consulting LLC | 0.51% | Reduce -44.6% | 14,801 | $2.6M |
| Analyst IMS Investment Management Services Ltd. | 0.09% | No change | 14,780 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +45.2% | 14,760 | $2.6M |
| Trueblood Wealth Management, LLC | 1.27% | Add +46.9% | 14,697 | $2.6M |
| Klingman & Associates, LLC | 0.16% | Reduce -4.5% | 14,678 | $2.6M |
| Davis R M Inc. | 0.05% | Reduce -0.2% | 14,641 | $2.6M |
| Arkos Global Advisors | 0.38% | Reduce -12.5% | 14,609 | $2.6M |
| Cahill Financial Advisors Inc. | 0.35% | Reduce -3.3% | 14,595 | $2.6M |
| Godshalk Welsh Capital Management, Inc. | 1.65% | Add +0.8% | 14,558 | $2.6M |
| Graypoint LLC | 0.15% | Add +16.3% | 14,530 | $2.5M |
| Atom Investors LP | 0.31% | Reduce -40.7% | 14,463 | $2.5M |
| Investment Management Corp. /Va/ | 2.25% | — | 14,377 | $2.5M |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 14,363 | $2.5M |
| Alterna Wealth Management, Inc. | 2.12% | Add +337.9% | 14,356 | $2.5M |
| Trust Co | 0.29% | Add +0.3% | 14,354 | $2.5M |
| BOK Financial Private Wealth, Inc. | 0.18% | Add +2.6% | 14,305 | $2.5M |
| GWN Securities Inc. | 0.67% | — | 13,845 | $2.5M |
| Tandem Investment Partners LLC | 2.38% | — | 14,180 | $2.5M |
| First National Trust Co | 0.09% | Add +1.1% | 14,090 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.62% | Add +23.0% | 14,048 | $2.5M |
| Factorial Partners, LLC | 1.41% | No change | 14,000 | $2.5M |
| Charis Legacy Partners, LLC | 5.00% | — | 13,985 | $2.5M |
| Cambridge Capital Management, LLC | 1.57% | Reduce -0.5% | 13,980 | $2.4M |
| Allie Family Office LLC | 1.36% | Add +13.7% | 13,939 | $2.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.41% | Reduce -4.3% | 13,950 | $2.4M |
| Compound Planning, Inc. | 0.12% | Reduce -10.3% | 13,940 | $2.4M |
| KWB Wealth | 0.30% | Reduce -1.4% | 13,581 | $2.4M |
| LexAurum Advisors, LLC | 0.49% | Add +56.7% | 13,873 | $2.4M |
| Tranquility Partners, LLC | 0.91% | Reduce -1.6% | 13,870 | $2.4M |
| Soundwatch Capital LLC | 0.26% | No change | 13,819 | $2.4M |
| Heritage Wealth Advisors | 0.12% | Add +4.2% | 13,798 | $2.4M |
| Daymark Wealth Partners, LLC | 0.10% | Reduce -7.3% | 13,785 | $2.4M |
| First Merchants Corp. | 0.09% | Add +10.5% | 13,763 | $2.4M |
| Cushing Capital Partners, LLC | 2.30% | — | 13,625 | $2.4M |
| ExodusPoint Capital Management, LP | 0.02% | New | 13,617 | $2.4M |
| Riverbend Wealth Management, LLC | 2.11% | — | 13,502 | $2.4M |
| Red Door Wealth Management, LLC | 0.36% | Reduce -3.5% | 13,498 | $2.4M |
| WMS Partners, LLC | 0.13% | Add +9.3% | 13,441 | $2.4M |
| Burns J W & Co. Inc. | 0.30% | Reduce -0.2% | 13,426 | $2.4M |
| Meadow Creek Wealth Advisors LLC | 1.69% | Add +4.9% | 13,371 | $2.3M |
| Western Wealth Management, LLC | 0.13% | Add +65.8% | 13,348 | $2.3M |
| Osborne Partners Capital Management, LLC | 0.13% | Reduce -10.6% | 13,309 | $2.3M |
| Citizens Financial Group Inc. | 0.05% | Add +39.4% | 13,299 | $2.3M |
| Regal Investment Advisors LLC | 0.17% | Reduce -36.9% | 13,258 | $2.3M |
| Curi Capital, LLC | 0.05% | Add +76.8% | 13,177 | $2.3M |
| Francis Financial, Inc. | 0.59% | Add +40.7% | 13,170 | $2.3M |
| Conservest Capital Advisors, Inc. | 0.24% | Add +0.6% | 13,121 | $2.3M |
| Monument Capital Management | 0.63% | Reduce -0.8% | 13,110 | $2.3M |
| Avestar Capital, LLC | 0.21% | Reduce -0.2% | 13,099 | $2.3M |
| Intellus Advisors LLC | 0.40% | — | 13,097 | $2.3M |
| Creative Financial Designs Inc. | 0.19% | Add +16.9% | 13,027 | $2.3M |
| Drexel Morgan & Co. | 0.47% | Add +37.6% | 13,000 | $2.3M |
| Farmers National Bank | 0.66% | — | 12,983 | $2.3M |
| First Commonwealth Financial Corp | 0.53% | New | 12,942 | $2.3M |
| Capital Analysts, LLC | 0.09% | Add +82.4% | 12,939 | $2.3M |
| Twelve Points Wealth Management LLC | 0.65% | Reduce -4.1% | 12,924 | $2.3M |
| BluePointe Capital Management, LLC | 1.29% | Add +15.8% | 12,907 | $2.3M |
| Belpointe Asset Management LLC | 0.14% | Reduce -5.0% | 12,815 | $2.3M |
| Meridian Wealth Management, LLC | 0.11% | Reduce -17.9% | 12,846 | $2.3M |
| Provident Wealth Management, LLC | 0.75% | Reduce -25.9% | 12,783 | $2.2M |
| Epiq Partners, LLC | 1.26% | Add +142.5% | 12,735 | $2.2M |
| Laraway Financial Advisors Inc | 1.71% | Add +0.1% | 12,690 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Add +17.6% | 12,660 | $2.2M |
| Milestone Asset Management, LLC | 0.49% | Add +19.7% | 12,609 | $2.2M |
| Battery Global Advisors, LLC | 1.18% | Add +0.3% | 12,544 | $2.2M |
| Welch Capital Partners LLC | 0.47% | No change | 12,488 | $2.2M |
| Discovery Capital Management, LLC / CT | 0.15% | No change | 12,441 | $2.2M |
| MTM Investment Management, LLC | 0.84% | Reduce -8.0% | 12,404 | $2.2M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -13.4% | 12,388 | $2.2M |
| Carret Asset Management, LLC | 0.24% | Add +11.6% | 12,382 | $2.2M |
| MJP Associates Inc. | 0.39% | Reduce -5.5% | 12,306 | $2.2M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.7% | 12,301 | $2.2M |
| Chicago Partners Investment Group LLC | 0.07% | No change | 12,258 | $2.2M |
| Dodds Wealth, LLC | 0.69% | Add +0.6% | 11,827 | $2.1M |
| Quadcap Wealth Management, LLC | 0.31% | Add +4.6% | 12,198 | $2.1M |
| Intellectus Partners, LLC | 0.47% | Add +5.0% | 12,127 | $2.1M |
| AssuredPartners Investment Advisors, LLC | 0.41% | — | 12,111 | $2.1M |
| Kennicott Capital Management LLC | 1.09% | No change | 12,103 | $2.1M |
| Everest Private Wealth | 1.86% | — | 12,076 | $2.1M |
| BTC Capital Management, Inc. | 0.19% | No change | 12,000 | $2.1M |
| TFR Capital, LLC. | 1.04% | — | 11,924 | $2.1M |
| Leo Wealth, LLC | 0.19% | New | 11,918 | $2.1M |
| Arcus Capital Partners, LLC | 0.66% | Add +45.0% | 12,322 | $2.1M |
| CoreFirst Bank & Trust | 1.24% | Reduce -3.3% | 11,899 | $2.1M |
| American Capital Advisory, LLC | 1.15% | Add +5.7% | 11,897 | $2.1M |
| Noble Wealth Management PBC | 1.44% | — | 11,821 | $2.1M |
| Procyon Advisors, LLC | 0.13% | Add +88.8% | 11,809 | $2.1M |
| Boothe Investment Group, Inc. | 0.90% | Add +1.6% | 11,786 | $2.1M |
| Teamwork Financial Advisors, LLC | 0.27% | New | 11,767 | $2.1M |
| Tudor Financial Inc. | 1.20% | Add +14.5% | 11,718 | $2.1M |
| Kornitzer Capital Management Inc. | 0.04% | Reduce -23.1% | 11,715 | $2.1M |
| Triangle Securities Wealth Management | 0.52% | Reduce -4.0% | 11,655 | $2.0M |
| Macroview Investment Management LLC | 2.07% | Add +4.3% | 11,643 | $2.0M |
| Pension & Wealth Management Advisors, Inc. | 0.81% | Add +3105.5% | 11,636 | $2.0M |
| SlateStone Wealth, LLC | 0.20% | Add +22.1% | 11,617 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +583.9% | 11,606 | $2.0M |
| BKM Wealth Management, LLC | 0.83% | Add +4.7% | 11,600 | $2.0M |
| AlphaStar Capital Management, LLC | 0.21% | Reduce -1.0% | 11,589 | $2.0M |
| Greykasell Wealth Strategies, Inc. | 1.13% | — | 11,573 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.15% | No change | 11,566 | $2.0M |
| Asset Allocation & Management Company, LLC | 1.10% | No change | 11,468 | $2.0M |
| Outlook Wealth Advisors, LLC | 0.58% | Reduce -5.3% | 11,432 | $2.0M |
| Alpha Cubed Investments, LLC | 0.09% | Reduce -11.5% | 11,377 | $2.0M |
| Costello Asset Management, INC | 1.31% | Add +151.8% | 11,329 | $2.0M |
| Grant/GrossMendelsohn, LLC | 1.03% | Reduce -1.5% | 11,221 | $2.0M |
| PFG Investments, LLC | 0.12% | Add +13.8% | 11,082 | $1.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Reduce -1.6% | 11,060 | $1.9M |
| Journey Strategic Wealth LLC | 0.07% | Add +21.2% | 11,018 | $1.9M |
| Advisory Research Inc. | 0.32% | Add +0.0% | 11,001 | $1.9M |
| Empowered Funds, LLC | 0.03% | New | 10,991 | $1.9M |
| NCM Capital Management, LLC | 0.86% | Add +0.1% | 10,940 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Reduce -6.1% | 10,939 | $1.9M |
| Bantamac Capital, LLC | 0.86% | Reduce -9.8% | 10,935 | $1.9M |
| Kovack Advisors, Inc. | 0.19% | Add +14.3% | 10,902 | $1.9M |
| Biondo Investment Advisors, LLC | 0.26% | Add +1.1% | 10,842 | $1.9M |
| AdvisorNet Financial, Inc | 0.16% | Add +11.0% | 10,741 | $1.9M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -0.1% | 10,658 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -2.6% | 10,641 | $1.9M |
| Whittier Trust Co. | 0.02% | Add +6.0% | 10,593 | $1.9M |
| EagleClaw Capital Managment, LLC | 0.29% | Add +1.4% | 10,580 | $1.9M |
| Atlanta Consulting Group Advisors, LLC | 0.68% | Reduce -67.0% | 10,543 | $1.8M |
| Parisi Gray Wealth Management | 0.59% | Add +0.1% | 10,540 | $1.8M |
| Trail Ridge Investment Advisors, LLC | 0.87% | Add +11.0% | 10,499 | $1.8M |
| Sunbelt Securities, Inc. | 0.16% | Add +7.1% | 10,491 | $1.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.28% | Add +33.1% | 10,461 | $1.8M |
| Magnolia Capital Advisors LLC | 0.47% | New | 10,383 | $1.8M |
| Net Worth Advisory Group | 0.55% | Add +15.4% | 10,383 | $1.8M |
| Creekside Partners | 0.94% | Reduce -2.8% | 10,341 | $1.8M |
| Bangor Savings Bank | 0.17% | Add +31.1% | 10,245 | $1.8M |
| Blueprint Investment Partners LLC | 0.28% | Add +247.5% | 10,189 | $1.8M |
| EPG Wealth Management LLC | 0.47% | Reduce -0.8% | 10,134 | $1.8M |
| Norris Financial Group, LLC | 0.83% | Reduce -77.5% | 10,077 | $1.8M |
| American Investment Services, Inc. | 0.31% | Reduce -11.1% | 10,046 | $1.8M |
| Fearless Solutions, LLC dba Best Invest | 1.34% | — | 10,017 | $1.8M |
| Signaturefd, LLC | 0.03% | Reduce -0.5% | 9,976 | $1.7M |
| New Wave Wealth Advisors LLC | 0.71% | Reduce -3.9% | 9,941 | $1.7M |
| Keene & Associates, Inc. | 1.39% | Add +0.6% | 9,901 | $1.7M |
| Root Financial Partners, LLC | 0.21% | Add +7.1% | 9,892 | $1.7M |
| Rench Wealth Management, Inc. | 0.59% | New | 9,806 | $1.7M |
| WealthPLAN Partners, LLC | 0.24% | Add +4.7% | 9,730 | $1.7M |
| Country Club Bank | 0.11% | Reduce -0.5% | 9,721 | $1.7M |
| TrueWealth Advisors, LLC | 0.57% | Reduce -56.5% | 9,667 | $1.7M |
| YHB Investment Advisors, Inc. | 0.14% | Add +372.2% | 9,657 | $1.7M |
| Natixis | 0.01% | New | 9,500 | $1.7M |
| Mountain Pacific Investment Advisers LLC | 0.12% | Reduce -1.1% | 9,499 | $1.7M |
| Seelaus Asset Management LLC | 1.54% | Add +3.1% | 9,497 | $1.7M |
| Abound Financial, LLC | 0.84% | — | 9,457 | $1.7M |
| Sharkey, Howes & Javer | 0.23% | Reduce -30.2% | 9,442 | $1.7M |
| Old National Bancorp | 0.04% | Add +5.1% | 9,414 | $1.6M |
| Grove Bank & Trust | 0.23% | No change | 9,401 | $1.6M |
| Milestone Asset Management Group, LLC | 1.47% | — | 9,389 | $1.6M |
| Consolidated Portfolio Review Corp | 0.26% | Reduce -0.9% | 9,386 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +25.3% | 9,380 | $1.6M |
| Private Portfolio Partners LLC | 0.30% | Add +27.6% | 9,380 | $1.6M |
| Rockbridge Investment Management, LCC | 0.21% | Add +19.1% | 9,371 | $1.6M |
| Financial Counselors Inc. | 0.02% | Add +5.7% | 9,319 | $1.6M |
| Manske Wealth Management | 0.65% | — | 9,308 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +9.0% | 9,291 | $1.6M |
| Cypress Asset Management Inc. | 0.40% | Add +36.3% | 8,487 | $1.6M |
| LGL Partners, LLC | 0.23% | Add +0.4% | 9,230 | $1.6M |
| Moors & Cabot, Inc. | 0.08% | Add +45.8% | 9,213 | $1.6M |
| Delos Wealth Advisors, LLC | 1.28% | Add +19.1% | 9,194 | $1.6M |
| one8zero8, LLC | 0.35% | — | 9,184 | $1.6M |
| Dale Q Rice Investment Management Ltd | 0.70% | — | 9,147 | $1.6M |
| Richard W. Paul & Associates, LLC | 0.58% | Reduce -8.3% | 9,103 | $1.6M |
| Global Assets Advisory, LLC | 0.88% | Reduce -3.5% | 9,121 | $1.6M |
| WESPAC Advisors, LLC | 1.17% | New | 9,038 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 9,000 | $1.6M |
| Sincerus Advisory, LLC | 1.69% | — | 8,981 | $1.6M |
| Coastline Trust Co | 0.18% | Reduce -0.2% | 8,978 | $1.6M |
| Litman Gregory Wealth Management LLC | 0.14% | Reduce -1.2% | 8,937 | $1.6M |
| Prairiewood Capital, LLC | 0.67% | No change | 8,915 | $1.6M |
| Wesbanco Bank Inc. | 0.05% | New | 8,900 | $1.6M |
| OMNI 360 Wealth, Inc. | 1.03% | Add +27.7% | 8,835 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -0.8% | 8,816 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.72% | Add +13.5% | 8,789 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -1.0% | 8,779 | $1.5M |
| Hillman Capital Management, Inc. | 0.57% | New | 8,778 | $1.5M |
| Beaton Management Co. Inc. | 0.77% | Add +2.4% | 8,707 | $1.5M |
| Ascentis Independent Advisors | 0.29% | Reduce -33.8% | 8,651 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +11.3% | 8,623 | $1.5M |
| ProVise Management Group, LLC | 0.13% | Reduce -59.7% | 8,573 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | New | 8,570 | $1.5M |
| Beck Bode, LLC | 0.27% | Reduce -35.0% | 8,521 | $1.5M |
| Menora Mivtachim Holdings LTD. | 0.01% | Add +142.9% | 8,500 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Add +12.7% | 8,484 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -10.9% | 8,456 | $1.5M |
| Independence Bank of Kentucky | 0.23% | Add +187.6% | 8,452 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.55% | Reduce -1.5% | 8,449 | $1.5M |
| Evermay Wealth Management LLC | 0.22% | No change | 8,440 | $1.5M |
| Argent Trust Co | 0.06% | Add +20.1% | 8,438 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.12% | Reduce -86.4% | 8,136 | $1.5M |
| Freedom Day Solutions, LLC | 0.44% | New | 8,404 | $1.5M |
| Deltec Asset Management LLC | 0.29% | New | 8,400 | $1.5M |
| OneAscent Financial Services LLC | 0.13% | New | 8,392 | $1.5M |
| Edge Capital Group, LLC | 0.07% | Add +0.6% | 8,373 | $1.5M |
| AmeriServ Wealth Advisors | 0.79% | — | 8,360 | $1.5M |
| Fortis Capital Advisors, LLC | 0.50% | Reduce -5.8% | 8,315 | $1.5M |
| Darwin Wealth Management, LLC | 0.49% | Reduce -24.5% | 8,325 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -34.6% | 8,296 | $1.5M |
| Purkiss Capital Advisors LLC | 1.25% | — | 8,294 | $1.5M |
| Parallax Volatility Advisers, L.P. | 0.04% | New | 8,264 | $1.4M |
| MN Wealth Advisors, LLC | 0.81% | Add +28.2% | 8,208 | $1.4M |
| Farmers Trust Co. | 0.27% | Add +36.2% | 8,184 | $1.4M |
| Carrera Capital Advisors | 0.34% | Reduce -25.4% | 8,167 | $1.4M |
| Blue Capital, Inc. | 1.01% | — | 8,144 | $1.4M |
| Patten Group, Inc. | 0.32% | Reduce -0.6% | 8,133 | $1.4M |
| Townsquare Capital LLC | 0.02% | Reduce -17.2% | 8,038 | $1.4M |
| Alexander Labrunerie & Co., Inc. | 0.63% | No change | 8,029 | $1.4M |
| Commerce Bank | 0.01% | Add +28.6% | 8,028 | $1.4M |
| Ameraudi Asset Management, Inc. | 0.77% | New | 8,007 | $1.4M |
| Advance Capital Management, Inc. | 0.06% | Add +7.3% | 7,910 | $1.4M |
| ARK & TLK Investments, LLC | 0.48% | Add +5.7% | 7,905 | $1.4M |
| L.M. Kohn & Company | 0.36% | Add +8.0% | 7,902 | $1.4M |
| Aprio Wealth Management, LLC | 0.20% | Add +12.9% | 7,866 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.03% | Reduce -1.4% | 7,858 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +19.0% | 7,802 | $1.4M |
| Ardent Capital Management, Inc. | 0.62% | No change | 7,755 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +6.0% | 7,745 | $1.4M |
| EFG Asset Management (Americas) Corp. | 0.26% | Reduce -8.8% | 7,740 | $1.4M |
| Keystone Wealth Services, LLC | 0.36% | Add +34.6% | 7,737 | $1.4M |
| YANKCOM Partnership | 0.72% | — | 7,700 | $1.3M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 7,692 | $1.3M |
| Townsend Asset Management Corp. /NC/ | 0.49% | Add +8.0% | 7,684 | $1.3M |
| Walleye Capital LLC | 0.01% | Reduce -25.5% | 7,670 | $1.3M |
| Carr Financial Group Corp | 0.42% | Reduce -2.7% | 7,663 | $1.3M |
| Hartford Financial Management Inc. | 0.27% | Reduce -0.3% | 7,653 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +10.9% | 7,625 | $1.3M |
| Andina Capital Management, LLC | 1.08% | Add +37.7% | 7,592 | $1.3M |
| Keebeck Wealth Management | 0.19% | No change | 7,591 | $1.3M |
| Diligent Investors, LLC | 0.30% | Reduce -7.3% | 7,555 | $1.3M |
| Rossmore Private Capital | 0.16% | Add +3.8% | 7,517 | $1.3M |
| Brighton Jones LLC | 0.04% | Add +3.4% | 7,516 | $1.3M |
| Bawa N Mallick Trust | 0.58% | — | 7,504 | $1.3M |
| Founders Financial Alliance, LLC | 0.36% | Add +100.6% | 7,501 | $1.3M |
| Capital Management Associates | 1.55% | No change | 7,500 | $1.3M |
| Vega Investment Solutions | 1.08% | — | 7,462 | $1.3M |
| Vertex Planning Partners, LLC | 0.29% | Reduce -5.7% | 7,452 | $1.3M |
| Sandbox Financial Partners, LLC | 0.44% | Reduce -9.4% | 7,447 | $1.3M |
| Banque Pictet & Cie SA | 0.01% | Add +123.6% | 7,425 | $1.3M |
| Avant Capital LLC | 1.08% | — | 7,422 | $1.3M |
| Samalin Investment Counsel, LLC | 0.56% | Add +1.2% | 7,411 | $1.3M |
| SageView Advisory Group, LLC | 0.06% | Add +14.9% | 7,398 | $1.3M |
| Elevation Wealth Partners, LLC | 0.55% | Reduce -68.0% | 7,374 | $1.3M |
| West Oak Capital, LLC | 0.68% | Add +75.7% | 7,360 | $1.3M |
| Nvwm, LLC | 0.32% | Add +4.3% | 7,313 | $1.3M |
| Topsail Wealth Management, LLC | 0.27% | — | 7,311 | $1.3M |
| Salomon & Ludwin, LLC | 0.13% | Reduce -0.2% | 7,269 | $1.3M |
| Trust Co. of Toledo NA | 0.17% | No change | 7,238 | $1.3M |
| K2 Financial Inc. | 1.25% | — | 7,225 | $1.3M |
| Mather Group, Llc. | 0.02% | Reduce -0.6% | 7,149 | $1.3M |
| Beacon Financial Advisory LLC | 0.41% | Add +10.1% | 7,109 | $1.2M |
| Verdence Capital Advisors LLC | 0.10% | Add +0.1% | 7,095 | $1.2M |
| Alliance Wealth Management Group | 0.33% | No change | 7,049 | $1.2M |
| Towercrest Capital Management | 0.20% | No change | 7,049 | $1.2M |
| PCG Wealth Advisors, LLC | 0.46% | Add +60.9% | 7,040 | $1.2M |
| Vigilare Wealth Management | 0.50% | Add +199.2% | 6,981 | $1.2M |
| Prepared Retirement Institute LLC | 0.70% | Add +18.3% | 6,955 | $1.2M |
| Lionsbridge Wealth Management LLC | 1.02% | Add +33.2% | 6,934 | $1.2M |
| Ibex Wealth Advisors | 0.14% | New | 6,933 | $1.2M |
| Hollencrest Capital Management | 0.05% | Add +0.0% | 6,931 | $1.2M |
| Aries Wealth Management | 0.33% | Add +22.3% | 6,926 | $1.2M |
| Caitlin John, LLC | 0.82% | Add +114.1% | 6,925 | $1.2M |
| Edge Wealth Management LLC | 0.25% | Add +122.2% | 6,918 | $1.2M |
| Circle Wealth Management, LLC | 0.03% | Add +2.7% | 6,895 | $1.2M |
| JGP Wealth Management, LLC | 0.16% | Reduce -2.4% | 6,873 | $1.2M |
| Spreng Capital Management, Inc. | 0.54% | Add +89.0% | 6,862 | $1.2M |
| RDA Financial Network | 0.35% | Reduce -0.4% | 6,852 | $1.2M |
| Grantvest Financial Group LLC | 1.34% | — | 6,847 | $1.2M |
| 360 Financial, Inc. | 0.43% | Reduce -39.9% | 6,843 | $1.2M |
| Retirement Planning Group, LLC | 0.06% | Add +115.0% | 6,841 | $1.2M |
| Hickory Asset Management, Inc. | 1.02% | — | 6,841 | $1.2M |
| Donald L. Hagan, LLC | 0.62% | Add +68.2% | 6,839 | $1.2M |
| Legacy PCG, LLC | 0.84% | New | 6,744 | $1.2M |
| Optimum Investment Advisors | 0.52% | Add +5.7% | 6,718 | $1.2M |
| Good Life Advisors, LLC | 0.09% | Reduce -59.3% | 6,712 | $1.2M |
| Madison Park Capital Advisors, LLC | 0.94% | Reduce -1.9% | 6,694 | $1.2M |
| Second Half Financial Partners, LLC | 0.57% | Reduce -0.8% | 6,672 | $1.2M |
| SteelPeak Wealth, LLC | 0.05% | Add +12.7% | 6,603 | $1.2M |
| Axis Wealth Partners, LLC | 0.97% | — | 6,602 | $1.2M |
| Syverson Strege & Co | 0.39% | No change | 6,597 | $1.2M |
| Retirement Investment Advisors, Inc. | 0.12% | No change | 6,590 | $1.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.28% | No change | 6,595 | $1.2M |
| Erste Asset Management GmbH | 0.01% | Reduce -11.2% | 160,000 | $1.1M |
| Mascagni Wealth Management, Inc. | 1.14% | — | 6,636 | $1.1M |
| Wellington Shields Capital Management, LLC | 0.20% | Add +22.4% | 6,550 | $1.1M |
| JTC Employer Solutions Trustee Ltd | 0.08% | New | 6,153 | $1.1M |
| Financial Advisory Corp | 0.20% | — | 6,521 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Add +29.6% | 6,502 | $1.1M |
| Sax Wealth Advisors, LLC | 0.09% | Add +60.7% | 6,490 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Add +2.6% | 6,486 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -0.5% | 6,483 | $1.1M |
| Sig Brokerage, LP | 0.53% | — | 6,464 | $1.1M |
| CPC Advisors, LLC | 0.15% | Add +170.9% | 6,445 | $1.1M |
| Stephens Consulting, LLC | 0.28% | Reduce -0.1% | 6,413 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Reduce -10.6% | 6,381 | $1.1M |
| Arlington Trust Co LLC | 0.23% | Add +9.8% | 6,370 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.0% | 6,360 | $1.1M |
| Lionshead Wealth Management, LLC | 0.81% | — | 6,356 | $1.1M |
| Berkshire Asset Management LLC | 0.05% | Add +1.1% | 6,105 | $1.1M |
| Barrett & Company, Inc. | 0.47% | Add +0.0% | 6,330 | $1.1M |
| Davies Financial Advisors, Inc. | 0.94% | Add +0.3% | 6,324 | $1.1M |
| West Coast Financial LLC | 0.12% | No change | 6,310 | $1.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.40% | — | 6,300 | $1.1M |
| Burling Wealth Partners, LLC | 0.23% | — | 6,299 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +0.5% | 6,277 | $1.1M |
| MGB Wealth Management, LLC | 0.34% | Reduce -0.1% | 6,275 | $1.1M |
| Channel Wealth LLC | 0.36% | Add +149.3% | 6,268 | $1.1M |
| Bay Capital Advisors, LLC | 0.88% | — | 6,262 | $1.1M |
| HHM Wealth Advisors, LLC | 0.15% | No change | 6,246 | $1.1M |
| Ridgepath Capital Management LLC | 0.50% | New | 6,167 | $1.1M |
| XTX Topco Ltd | 0.09% | New | 6,159 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Add +105.0% | 6,137 | $1.1M |
| Principal Financial Group Inc. | 0.00% | No change | 6,133 | $1.1M |
| Colorado Capital Management, Inc. | 0.52% | Add +0.9% | 6,124 | $1.1M |
| Opulen Financial Group LLC | 0.97% | — | 6,100 | $1.1M |
| Perkins Coie Trust Co | 0.23% | No change | 6,083 | $1.1M |
| JFS Wealth Advisors, LLC | 0.07% | No change | 6,034 | $1.1M |
| 1832 Asset Management L.P. | 0.00% | No change | 6,020 | $1.1M |
| JBF Capital, Inc. | 0.18% | No change | 6,000 | $1.1M |
| Sentry LLC | 0.20% | Reduce -1.7% | 5,992 | $1.0M |
| American Financial Advisors, LLC | 0.15% | Reduce -3.6% | 5,977 | $1.0M |
| Alpha Financial Partners LLC | 0.83% | Add +18.2% | 5,970 | $1.0M |
| Disciplined Investors, L.L.C. | 1.01% | — | 5,975 | $1.0M |
| Cambridge Advisors Inc. | 0.23% | No change | 5,952 | $1.0M |
| Hassell Wealth Management, LLC | 0.42% | Add +0.1% | 5,747 | $1.0M |
| Leigh Baldwin & Co., LLC | 0.88% | — | 5,938 | $1.0M |
| Baldwin Investment Management, LLC | 0.14% | Reduce -9.4% | 5,936 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +6.4% | 5,923 | $1.0M |
| Flagship Private Wealth, LLC | 0.50% | Reduce -5.3% | 5,915 | $1.0M |
| Yarger Wealth Strategies, LLC | 0.59% | Add +0.3% | 5,837 | $1.0M |
| Peak Retirement Planning, Inc. | 0.69% | — | 3,750 | $1.0M |
| Bridges Investment Management Inc. | 0.01% | Reduce -6.1% | 5,820 | $1.0M |
| Mainstay Capital Management LLC | 0.15% | Add +44.5% | 5,818 | $1.0M |
| Howard Capital Management Group, LLC | 0.07% | No change | 5,767 | $1.0M |
| Perennial Investment Advisors, LLC | 0.12% | Add +7.5% | 5,729 | $1.0M |
| Pictet North America Advisors SA | 0.09% | No change | 5,690 | $997K |
| PCA Investment Advisory Services Inc. | 0.46% | Reduce -3.6% | 5,689 | $997K |
| Collective Family Office LLC | 0.27% | Add +164.6% | 5,688 | $997K |
| Becker Capital Management Inc. | 0.03% | No change | 5,684 | $996K |
| Ted Buchan & Co | 0.47% | Reduce -10.9% | 5,682 | $996K |
| Up Strategic Wealth Investment Advisors LLC | 0.99% | No change | 5,667 | $993K |
| Coordinated Financial Services, Inc. | 0.78% | — | 5,645 | $989K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -0.5% | 5,633 | $987K |
| TrinityPoint Wealth, LLC | 0.14% | No change | 5,612 | $983K |
| Obermeyer Wealth Partners | 0.05% | Add +0.9% | 5,592 | $980K |
| Roman Butler Fullerton & Co. | 0.31% | Add +96.2% | 5,368 | $979K |
| Autumn Glory Partners, LLC | 0.48% | Add +4.1% | 5,579 | $978K |
| Criterion Capital Advisors, LLC | 0.61% | No change | 5,935 | $975K |
| Chemistry Wealth Management LLC | 0.23% | No change | 5,549 | $972K |
| Summit Wealth Partners, LLC | 0.20% | Reduce -16.3% | 5,514 | $966K |
| Cora Capital Advisors LLC | 0.47% | No change | 5,510 | $965K |
| Tilia Fiduciary Partners, Inc. | 0.66% | Reduce -3.2% | 5,483 | $961K |
| Exchange Traded Concepts, LLC | 0.02% | Add +500.0% | 5,472 | $959K |
| Covenant Asset Management, LLC | 0.21% | Add +1.6% | 5,457 | $956K |
| Legacy Wealth Management, LLC / MS | 0.38% | Add +5.4% | 5,426 | $951K |
| Novare Capital Management LLC | 0.08% | Add +3.3% | 5,426 | $951K |
| Monte Financial Group, LLC | 0.41% | Add +0.4% | 5,425 | $951K |
| Correct Capital Wealth Management | 0.19% | No change | 5,419 | $950K |
| Heritage Wealth Management, Inc. | 0.32% | Add +233.5% | 5,410 | $948K |
| Legacy Financial Strategies, LLC | 0.20% | Add +0.3% | 5,421 | $947K |
| Sandy Spring Bank | 0.04% | Reduce -2.1% | 5,399 | $946K |
| Greenfield Savings Bank | 0.45% | Reduce -2.8% | 5,389 | $944K |
| Montag & Caldwell, LLC | 0.20% | Reduce -0.7% | 5,388 | $944K |
| Rehmann Capital Advisory Group | 0.06% | Add +155.1% | 5,359 | $939K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -5.8% | 5,349 | $937K |
| Northwest Financial Advisors | 0.77% | Add +5.2% | 5,347 | $937K |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.1% | 5,328 | $934K |
| Ocean Park Asset Management, LLC | 0.03% | New | 5,320 | $932K |
| Coppell Advisory Solutions LLC | 0.13% | Reduce -1.4% | 5,306 | $928K |
| First Hawaiian Bank | 0.03% | No change | 5,265 | $923K |
| AMJ Financial Wealth Management | 0.25% | Add +0.4% | 5,212 | $913K |
| Members Wealth LLC | 0.68% | — | 5,047 | $907K |
| Prudential Financial Inc. | 0.00% | New | 5,160 | $904K |
| Van Den Berg Management I, Inc. | 0.26% | Reduce -3.7% | 5,150 | $902K |
| GSG Advisors LLC | 0.28% | Add +9.6% | 5,129 | $899K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +64.8% | 5,115 | $896K |
| Clientfirst Wealth Management, LLC | 0.90% | — | 5,096 | $893K |
| Willis Johnson & Associates, Inc. | 0.07% | Add +7.9% | 5,094 | $893K |
| Woodard & Co. Asset Management Group Inc. | 0.19% | Add +9.2% | 5,053 | $885K |
| North Star Investment Management Corp. | 0.06% | Reduce -11.4% | 5,029 | $881K |
| Rooted Wealth Advisors, Inc. | 0.34% | Add +2.3% | 5,019 | $881K |
| Diversify Wealth Management, LLC | 0.07% | New | 5,072 | $879K |
| XY Planning Network, Inc. | 0.66% | — | 5,011 | $878K |
| IFG Advisory, LLC | 0.05% | New | 4,945 | $867K |
| Journey Advisory Group, LLC | 0.10% | No change | 5,274 | $866K |
| Castleview Partners, LLC | 0.46% | Reduce -6.0% | 4,929 | $861K |
| Moore Capital Management, LP | 0.02% | Reduce -97.7% | 4,912 | $861K |
| Ehrlich Financial Group | 0.61% | Reduce -2.7% | 4,912 | $861K |
| Zions Bancorporation, N.A. | 0.05% | No change | 4,900 | $859K |
| Willis Investment Counsel | 0.06% | New | 4,891 | $857K |
| AllSquare Wealth Management LLC | 0.49% | Reduce -1.6% | 4,889 | $857K |
| Mycio Wealth Partners, LLC | 0.21% | Add +0.3% | 4,884 | $856K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -8.4% | 4,884 | $856K |
| Stonegate Investment Group, LLC | 0.02% | New | 4,879 | $855K |
| Arrien Investments, Inc. | 0.61% | New | 4,650 | $850K |
| Acas, LLC | 0.62% | Add +8.0% | 4,635 | $840K |
| D L Carlson Investment Group Inc. | 0.15% | Add +1.3% | 4,771 | $836K |
| Harmony Asset Management LLC | 0.33% | Reduce -3.7% | 4,752 | $833K |
| FLP Wealth Management, LLC | 2.13% | — | 4,751 | $833K |
| Cambria Investment Management, L.P. | 0.05% | New | 4,745 | $831K |
| Moulton Wealth Management, Inc. | 0.64% | Reduce -12.0% | 4,740 | $831K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -0.4% | 4,729 | $829K |
| Everett Harris & Co. | 0.01% | No change | 4,702 | $824K |
| McCarter Private Wealth Services LLC | 0.52% | Add +6.5% | 4,691 | $822K |
| Cooksen Wealth, LLC | 0.75% | Add +12.0% | 4,632 | $812K |
| Mirador Capital Partners LP | 0.15% | Reduce -15.4% | 4,627 | $811K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 4,624 | $810K |
| Bolthouse Investments, LLC | 0.75% | — | 4,616 | $809K |
| Alteri Wealth LLC | 0.22% | — | 4,616 | $809K |
| Elmwood Wealth Management, Inc. | 0.33% | Reduce -12.2% | 4,610 | $808K |
| Arrowroot Family Office, LLC | 0.42% | Add +7.0% | 4,581 | $803K |
| Cascade Financial Partners, LLC | 0.10% | No change | 4,576 | $802K |
| Cathy Pareto & Associates, Inc. | 0.73% | — | 4,560 | $799K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +2.5% | 4,543 | $796K |
| Annex Advisory Services, LLC | 0.02% | No change | 4,527 | $793K |
| Register Financial Advisors LLC | 0.40% | Reduce -10.0% | 4,520 | $792K |
| Lathrop Investment Management Co. | 0.15% | Add +71.0% | 4,522 | $792K |
| Tennessee Valley Asset Management Partners | 0.13% | Reduce -24.1% | 4,516 | $791K |
| LongView Wealth Management | 0.24% | Reduce -6.5% | 4,514 | $791K |
| Carmel Capital Partners, LLC | 0.32% | Reduce -71.5% | 4,512 | $791K |
| Smithfield Trust Co | 0.04% | No change | 4,493 | $789K |
| Alphadyne Asset Management LP | 0.33% | No change | 4,500 | $789K |
| Bluesphere Advisors LLC | 0.39% | No change | 4,497 | $788K |
| Key Client Fiduciary Advisors, LLC | 0.35% | Reduce -1.0% | 4,490 | $787K |
| Centricity Wealth Management, LLC | 0.73% | — | 4,488 | $786K |
| Rainier Family Wealth Inc. | 0.95% | — | 4,482 | $785K |
| Principle Wealth Partners LLC | 0.06% | No change | 4,464 | $782K |
| Quadrant Capital Group LLC | 0.05% | Reduce -36.1% | 4,464 | $782K |
| Fortitude Financial, LLC | 0.44% | — | 4,454 | $780K |
| CSM Advisors, LLC | 0.04% | No change | 4,450 | $780K |
| Vista Investment Management | 0.30% | Add +39.2% | 4,445 | $779K |
| MorganRosel Wealth Management, LLC | 0.26% | No change | 4,445 | $779K |
| Wealth Architects, LLC | 0.09% | Add +1.1% | 4,388 | $769K |
| One Capital Management, LLC | 0.03% | No change | 4,367 | $765K |
| SVB Wealth LLC | 0.01% | New | 4,367 | $765K |
| Forum Financial Management, LP | 0.01% | Add +6.3% | 4,367 | $765K |
| J. W. Coons Advisors, LLC | 0.20% | Reduce -7.1% | 4,343 | $761K |
| Benchmark Investment Advisors LLC | 0.49% | Reduce -3.3% | 4,340 | $760K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +72.5% | 4,310 | $755K |
| Mission Creek Capital Partners, Inc. | 0.16% | Reduce -0.2% | 4,309 | $755K |
| Grandfield & Dodd, LLC | 0.05% | Add +23.0% | 4,280 | $750K |
| Evergreen Capital Management LLC | 0.02% | Add +0.8% | 4,278 | $750K |
| Avior Wealth Management, LLC | 0.03% | Add +1.5% | 4,272 | $749K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -3.6% | 4,268 | $748K |
| Professional Financial Advisors, LLC | 0.19% | Reduce -4.7% | 4,245 | $744K |
| MBE Wealth Management, LLC | 0.42% | Add +18.0% | 4,236 | $742K |
| New Century Financial Group, LLC | 0.32% | Add +11.2% | 4,208 | $742K |
| Beacon Capital Management, LLC | 0.10% | Add +2.0% | 4,223 | $740K |
| Old Port Advisors | 0.21% | Reduce -3.3% | 4,181 | $733K |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +12.3% | 4,180 | $732K |
| Conscious Wealth Investments, LLC | 0.50% | Reduce -8.8% | 4,058 | $731K |
| Duncan Williams Asset Management, LLC | 0.29% | New | 4,164 | $730K |
| Investment Planning Advisors, Inc. | 0.32% | Reduce -3.3% | 4,164 | $730K |
| Flaharty Asset Management, LLC | 0.11% | Add +1.0% | 4,156 | $728K |
| American National Bank & Trust | 0.08% | Add +50.6% | 4,151 | $727K |
| Runnymede Capital Advisors, Inc. | 0.64% | — | 4,150 | $727K |
| WoodTrust Financial Corp | 0.10% | No change | 4,130 | $724K |
| Radnor Capital Management, LLC | 0.12% | Reduce -9.1% | 4,122 | $722K |
| Richmond Investment Services, LLC | 0.41% | — | 4,119 | $722K |
| LJI Wealth Management, LLC | 0.14% | No change | 4,093 | $717K |
| Valued Retirements, Inc. | 0.97% | New | 4,091 | $717K |
| National Wealth Management Group, LLC | 0.47% | Reduce -24.1% | 4,056 | $711K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -16.8% | 4,046 | $709K |
| Essential Planning, LLC. | 0.00% | Add +100.0% | 4,000 | $709K |
| Abound Wealth Management | 0.23% | Add +1.6% | 4,031 | $706K |
| Wealth Alliance, LLC | 0.08% | Add +1.2% | 4,015 | $704K |
| TFB Advisors LLC | 0.20% | Add +32.4% | 4,013 | $703K |
| Meriwether Wealth & Planning, LLC | 0.50% | — | 4,000 | $701K |
| Austin Asset Management Co Inc | 0.15% | No change | 4,000 | $701K |
| Culbertson A N & Co. Inc. | 0.11% | Add +126.7% | 3,971 | $696K |
| Nautilus Advisors LLC | 0.55% | — | 3,964 | $695K |
| Avaii Wealth Management, LLC | 0.34% | Add +47.5% | 3,959 | $694K |
| Delta Financial Group, Inc. | 0.16% | Add +3.3% | 3,953 | $693K |
| Accel Wealth Management | 0.26% | Add +5.0% | 3,954 | $693K |
| Segment Wealth Management, LLC | 0.05% | No change | 3,950 | $692K |
| Phraction Management LLC | 0.26% | No change | 3,943 | $691K |
| Hidden Cove Wealth Management, LLC | 0.56% | — | 3,919 | $687K |
| TruWealth Advisors, LLC | 0.04% | Add +0.1% | 3,900 | $683K |
| Essex Bank | 0.17% | Add +7.7% | 3,890 | $682K |
| Rosenberg Matthew Hamilton | 0.18% | Reduce -4.9% | 3,890 | $682K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.0% | 3,883 | $680K |
| RIA Advisory Group LLC | 0.23% | Reduce -30.8% | 3,878 | $680K |
| Latko Wealth Management, Ltd. | 0.40% | Add +14.4% | 3,877 | $679K |
| Callan Capital, LLC | 0.05% | No change | 3,867 | $678K |
| Total Clarity Wealth Management, Inc. | 0.22% | New | 3,847 | $674K |
| Assetmark, Inc. | 0.00% | Add +84.1% | 3,846 | $674K |
| MKT Advisors LLC | 0.29% | Add +0.0% | 3,726 | $671K |
| First City Capital Management, Inc. | 0.36% | Add +5.5% | 3,821 | $670K |
| JT Stratford LLC | 0.11% | Reduce -1.9% | 3,795 | $665K |
| Selway Asset Management | 0.26% | Add +22.7% | 3,788 | $664K |
| Stokes Family Office, LLC | 0.07% | No change | 3,768 | $660K |
| Wambolt & Associates, LLC | 0.21% | Reduce -5.0% | 3,763 | $659K |
| Betterment LLC | 0.00% | Add +18.8% | 3,759 | $659K |
| WealthTrust Axiom LLC | 0.20% | Add +0.8% | 3,757 | $658K |
| Morton Capital Management LLC | 0.12% | Reduce -8.4% | 3,752 | $657K |
| Wood Tarver Financial Group, LLC | 0.22% | — | 3,753 | $657K |
| Panoramic Investment Advisors, LLC | 0.43% | Add +9.1% | 3,748 | $657K |
| Unconventional Investor, LLC | 0.40% | Add +1.1% | 3,736 | $655K |
| Charter Research & Investment Group, Inc. | 0.50% | No change | 3,724 | $653K |
| Cura Wealth Advisors, LLC | 0.29% | — | 3,724 | $653K |
| ICW Investment Advisors LLC | 0.27% | Add +0.3% | 3,723 | $652K |
| Meridian Wealth Advisors, LLC | 0.11% | Add +23.3% | 3,699 | $648K |
| Sovran Advisors, LLC | 0.09% | — | 3,677 | $647K |
| Encompass More Asset Management | 0.21% | Add +24.8% | 3,686 | $646K |
| Glenview Trust Co | 0.01% | Add +0.3% | 3,652 | $640K |
| Northwest Wealth Management, LLC | 0.14% | Reduce -21.9% | 3,648 | $639K |
| Comprehensive Financial Planning, Inc. | 0.54% | — | 3,644 | $639K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -8.9% | 3,624 | $635K |
| Ingalls & Snyder LLC | 0.03% | Add +1.6% | 3,626 | $635K |
| Kelleher Financial Advisors | 0.24% | Add +185.1% | 3,612 | $633K |
| Belvedere Trading LLC | 0.05% | New | 3,604 | $632K |
| Institute for Wealth Management, LLC. | 0.08% | Add +17.1% | 3,601 | $631K |
| SwitchPoint Financial Planning, LLC | 0.60% | — | 3,587 | $629K |
| Hudson Value Partners, LLC | 0.23% | Add +0.3% | 3,587 | $629K |
| Red Crane Wealth Management, LLC | 0.59% | — | 3,578 | $627K |
| Tenon Financial LLC | 0.41% | Add +0.3% | 3,581 | $626K |
| Fisher Asset Management | 0.00% | Add +44.5% | 3,565 | $625K |
| Inspire Advisors, LLC | 0.08% | No change | 3,556 | $623K |
| Waycross Investment Management Co | 0.65% | Add +41.1% | 3,547 | $622K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 3,545 | $621K |
| Massachusetts Wealth Management | 0.38% | Add +24.3% | 3,544 | $621K |
| Marshall Financial Group Inc. | 0.19% | Add +0.3% | 3,528 | $618K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 3,522 | $617K |
| Horizons Wealth Management | 0.48% | No change | 3,519 | $617K |
| Silverlake Wealth Management LLC | 0.24% | Add +27.2% | 3,510 | $615K |
| Schnieders Capital Management LLC | 0.12% | Add +6.4% | 3,508 | $615K |
| Hedges Asset Management LLC | 0.40% | No change | 3,500 | $613K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +0.1% | 3,492 | $612K |
| 1ST Source Bank | 0.03% | Reduce -3.6% | 3,479 | $610K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,465 | $607K |
| Lord & Richards Wealth Management, LLC | 1.28% | — | 3,459 | $606K |
| HUB Investment Partners, LLC | 0.03% | Add +187.6% | 3,457 | $606K |
| MinichMacGregor Wealth Management, LLC | 0.13% | Add +16.1% | 3,456 | $606K |
| Ameliora Wealth Management Ltd. | 0.23% | Reduce -3.6% | 3,443 | $603K |
| Relyea Zuckerberg Hanson LLC | 0.08% | No change | 3,431 | $601K |
| TrinityBridge Ltd | 0.02% | No change | 3,426 | $600K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 3,417 | $599K |
| QRG Capital Management, Inc. | 0.01% | Add +4.9% | 3,398 | $595K |
| Weaver Capital Management LLC | 0.17% | Reduce -6.0% | 3,398 | $595K |
| D.B. Root & Company, LLC | 0.19% | Add +56.8% | 3,386 | $593K |
| Collier Financial | 0.53% | — | 3,373 | $591K |
| Marex Group Ltd | 0.01% | Add +66.2% | 3,362 | $589K |
| Live Oak Private Wealth LLC | 0.10% | Reduce -2.0% | 3,361 | $589K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,226 | $588K |
| Capstone Wealth Management Group LLC | 0.44% | — | 3,326 | $583K |
| HBW Advisory Services LLC | 0.06% | Add +6.2% | 3,319 | $582K |
| Nicholson Wealth Management Group, LLC | 0.39% | Reduce -2.9% | 3,318 | $581K |
| Braun Stacey Associates Inc. | 0.02% | Reduce -2.8% | 3,306 | $579K |
| Weaver Consulting Group | 0.18% | Reduce -2.7% | 3,305 | $579K |
| NorthRock Partners, LLC | 0.02% | Reduce -7.7% | 3,303 | $579K |
| Retirement Planning Co of New England, Inc. | 0.28% | Add +15.4% | 3,290 | $577K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -13.0% | 3,289 | $576K |
| Lee Financial Co | 0.08% | Add +1.0% | 3,288 | $576K |
| InTrack Investment Management Inc | 0.40% | Add +24.9% | 3,261 | $574K |
| Aspire Growth Partners LLC | 0.56% | — | 3,272 | $573K |
| Callan Family Office, LLC | 0.04% | New | 3,260 | $571K |
| Platform Technology Partners | 0.17% | Add +23.4% | 3,243 | $568K |
| Napa Wealth Management | 0.25% | New | 3,242 | $568K |
| Private Capital Management LLC | 0.11% | Add +52.4% | 3,230 | $566K |
| Orcam Financial Group | 0.54% | No change | 3,214 | $563K |
| Destination Wealth Management | 0.02% | Add +23.2% | 3,199 | $561K |
| Larson Financial Group LLC | 0.03% | Reduce -18.4% | 3,199 | $561K |
| Elios Financial Group Inc. | 0.27% | Add +9.3% | 3,199 | $561K |
| Opal Wealth Advisors, LLC | 0.17% | Reduce -3.2% | 3,194 | $560K |
| Sterling Financial Planning, Inc. | 0.20% | No change | 3,165 | $555K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -9.6% | 3,158 | $553K |
| Wealth Management Associates, Inc. | 0.23% | Add +26.0% | 3,129 | $548K |
| Birmingham Capital Management Co. Inc. | 0.20% | Reduce -8.8% | 3,120 | $547K |
| Foguth Wealth Management, LLC. | 0.14% | Add +1.1% | 3,000 | $546K |
| Colton Groome Financial Advisors, LLC | 0.21% | Reduce -10.7% | 3,117 | $546K |
| Compound Global Advisors, LLC | 2.22% | — | 3,114 | $546K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -91.0% | 3,098 | $542K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Add +14.4% | 3,086 | $541K |
| Dudley Capital Management, LLC | 0.28% | No change | 3,083 | $540K |
| Paulson Wealth Management Inc. | 0.15% | Reduce -9.6% | 3,082 | $540K |
| Toth Financial Advisory Corp. | 0.06% | Reduce -7.8% | 3,077 | $539K |
| Maxwell Wealth Strategies Inc. | 0.22% | No change | 3,076 | $539K |
| waypoint wealth counsel | 0.35% | No change | 3,073 | $538K |
| Infinity Wealth Counsel, LLC | 0.57% | — | 3,070 | $538K |
| Greenwich Wealth Management LLC | 0.04% | Add +0.8% | 3,052 | $535K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.47% | Reduce -0.2% | 3,052 | $535K |
| Parkside Financial Bank & Trust | 0.07% | No change | 3,051 | $535K |
| West Bancorporation Inc. | 0.35% | Reduce -12.3% | 3,043 | $533K |
| True Vision MN LLC | 0.32% | Add +4.0% | 3,041 | $533K |
| Sharp Wealth Advisory, LLC | 0.40% | Add +41.3% | 3,036 | $532K |
| Investment Partners, LTD. | 0.22% | Add +0.0% | 3,030 | $531K |
| Calton & Associates, Inc. | 0.23% | Reduce -5.8% | 3,023 | $530K |
| Peterson Wealth Advisors, LLC | 0.10% | Reduce -15.3% | 2,993 | $528K |
| Merrion Investment Management Co, LLC | 0.37% | No change | 3,000 | $526K |
| Lane & Associates LLC | 0.27% | Reduce -52.0% | 2,889 | $524K |
| WNY Asset Management, LLC | 0.06% | Add +15.8% | 2,985 | $523K |
| CFS Investment Advisory Services, LLC | 0.05% | No change | 2,978 | $522K |
| Abbot Financial Management, Inc. | 0.26% | Add +54.3% | 2,970 | $520K |
| Victory Financial Group, LLC | 0.14% | — | 2,968 | $520K |
| Picton Mahoney Asset Management | 0.02% | No change | 2,965 | $519K |
| Inlet Private Wealth, LLC | 0.14% | Add +3.1% | 2,957 | $518K |
| Simon Quick Advisors, LLC | 0.03% | New | 2,953 | $518K |
| Wealth Dimensions Group, Ltd. | 0.13% | Reduce -2.3% | 2,946 | $516K |
| Fusion Capital, LLC | 0.21% | Reduce -0.2% | 2,933 | $514K |
| Farnam Financial LLC | 0.54% | No change | 2,933 | $514K |
| Talon Private Wealth, LLC | 0.11% | Add +954.0% | 2,930 | $513K |
| Nvest Financial, LLC | 0.26% | Reduce -7.8% | 2,927 | $513K |
| FourThought Financial Partners, LLC | 0.05% | New | 2,926 | $513K |
| Crescent Grove Advisors, LLC | 0.05% | New | 2,920 | $512K |
| Horan Securities, Inc. | 0.19% | New | 2,908 | $510K |
| Lansing Street Advisors | 0.18% | Add +0.2% | 2,908 | $509K |
| Montz Harcus Wealth Management LLC | 0.28% | Add +0.3% | 2,900 | $508K |
| Founders Capital Management | 0.32% | Add +13.8% | 2,895 | $507K |
| Serenus Wealth Advisors, LLC | 0.09% | — | 2,886 | $506K |
| XML Financial, LLC | 0.05% | Reduce -34.0% | 2,883 | $505K |
| Stevard, LLC | 1.88% | Reduce -16.8% | 2,867 | $502K |
| Elevatus Welath Management | 0.17% | Reduce -28.2% | 2,859 | $501K |
| David Wealth Management LLC | 0.41% | — | 2,856 | $501K |
| Atlantic Union Bankshares Corp | 0.03% | Add +2.0% | 2,857 | $501K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -0.4% | 2,856 | $500K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 2,854 | $500K |
| BIP Wealth, LLC | 0.03% | Add +90.5% | 2,853 | $500K |
| Ritholtz Wealth Management | 0.01% | Reduce -10.1% | 2,842 | $498K |
| MSH Capital Advisors LLC | 0.16% | Reduce -15.3% | 2,827 | $495K |
| GatePass Capital, LLC | 0.55% | — | 2,822 | $494K |
| Capital Investment Counsel, Inc | 0.07% | Add +0.0% | 2,816 | $493K |
| Hengehold Capital Management LLC | 0.05% | Add +31.9% | 2,809 | $492K |
| Mathes Company, Inc. | 0.18% | Add +1.8% | 2,800 | $491K |
| Donaldson Capital Management, LLC | 0.02% | Add +4.6% | 2,800 | $491K |
| Mayport, LLC | 0.14% | New | 2,797 | $490K |
| Roberts Wealth Advisors, LLC | 0.15% | No change | 2,750 | $489K |
| Melfa Wealth Management, Inc. | 0.33% | Add +6.6% | 2,785 | $488K |
| Nicolet Bankshares Inc. | 0.09% | No change | 2,750 | $482K |
| CVA Family Office, LLC | 0.08% | Add +283.5% | 2,742 | $480K |
| Astra Wealth Partners LLC | 0.45% | — | 2,739 | $480K |
| Capital Market Strategies LLC | 0.28% | Reduce -4.7% | 2,737 | $480K |
| Fairfield, Bush & Co. | 0.28% | Add +0.2% | 2,733 | $479K |
| Millstone Evans Group, LLC | 0.33% | — | 2,727 | $478K |
| Anchor Investment Management, LLC | 0.04% | Add +11.0% | 2,716 | $476K |
| Wedmont Private Capital | 0.03% | Add +8.8% | 2,745 | $475K |
| Berger Financial Group, Inc | 0.03% | Reduce -20.1% | 2,711 | $475K |
| Mitchell Sinkler & Starr | 0.13% | No change | 2,706 | $474K |
| Group One Trading LLC | 0.02% | New | 2,706 | $474K |
| Boston Research & Management Inc. | 0.11% | Add +0.3% | 2,682 | $470K |
| Pennington Partners & Co., LLC | 0.23% | — | 2,680 | $470K |
| Merriman Wealth Management, LLC | 0.02% | No change | 2,679 | $469K |
| ABLE Financial Group, LLC | 0.14% | Reduce -1.3% | 2,670 | $468K |
| Magnolia Private Wealth, LLC | 0.42% | — | 2,668 | $468K |
| Atwater Malick LLC | 0.16% | New | 2,667 | $467K |
| Pittenger & Anderson Inc. | 0.02% | No change | 2,666 | $467K |
| Fulton Bank, N.A. | 0.02% | Add +35.1% | 2,665 | $467K |
| Santori & Peters, Inc. | 0.18% | Add +0.2% | 2,656 | $465K |
| Capital Advisors Inc. | 0.01% | Add +0.8% | 2,649 | $464K |
| Colonial River Investments, LLC | 0.22% | Add +10.9% | 2,641 | $463K |
| Global View Capital Management LLC | 0.16% | — | 2,647 | $462K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -4.9% | 2,638 | $462K |
| Lakeridge Wealth Management LLC | 0.24% | Add +0.0% | 2,635 | $462K |
| Harbour Capital Advisors, LLC | 0.10% | Add +3.1% | 2,616 | $461K |
| Golden State Wealth Management, LLC | 0.07% | — | 2,620 | $459K |
| Belmont Capital, LLC | 0.07% | New | 2,613 | $458K |
| Advisors Management Group Inc. | 0.11% | Add +6.4% | 2,595 | $455K |
| BSW Wealth Partners | 0.07% | New | 2,590 | $454K |
| Banque Transatlantique SA | 0.01% | — | 2,590 | $454K |
| PCG Asset Management, LLC | 0.40% | — | 2,581 | $452K |
| Beverly Hills Private Wealth, LLC | 0.09% | Add +23.6% | 2,564 | $449K |
| Prosperity Consulting Group, LLC | 0.03% | Add +25.5% | 2,562 | $449K |
| Tran Capital Management, L.P. | 0.05% | No change | 2,560 | $449K |
| Russell Investments Group, Ltd. | 0.00% | Add +60.7% | 2,555 | $448K |
| BlackDiamond Wealth Management, LLC | 0.26% | Add +28.8% | 2,554 | $448K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -6.3% | 2,537 | $447K |
| Certuity, LLC | 0.05% | Reduce -19.4% | 2,553 | $447K |
| Empirical Asset Management, LLC | 0.15% | Reduce -0.0% | 82,218 | $447K |
| Alan B Lancz & Associates, Inc. | 0.45% | Add +41.7% | 2,550 | $447K |
| Northwest Bancshares, Inc. | 0.08% | Reduce -6.6% | 2,550 | $447K |
| Avid Wealth Partners LLC | 0.32% | New | 2,548 | $446K |
| Private Wealth Advisors, LLC | 0.19% | Add +15.6% | 2,522 | $442K |
| Zacks Investment Management | 0.00% | Reduce -12.8% | 2,519 | $441K |
| Beta Wealth Group, Inc. | 0.19% | Add +6.3% | 2,511 | $440K |
| Searle & Co. | 0.13% | New | 2,509 | $440K |
| IFG Advisors, LLC | 0.09% | Add +35.7% | 2,482 | $435K |
| Burney Co./ | 0.02% | Reduce -44.8% | 2,478 | $434K |
| Penobscot Wealth Management | 0.20% | Add +22.9% | 2,475 | $434K |
| Prosperitas Financial LLC | 0.22% | Reduce -18.9% | 2,473 | $433K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 2,465 | $432K |
| Longview Financial Advisors, Inc. | 0.34% | Reduce -20.4% | 2,462 | $431K |
| JSF Financial, LLC | 0.12% | Add +0.1% | 2,462 | $431K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +602.9% | 2,460 | $431K |
| Intrua Financial, LLC | 0.07% | Reduce -12.6% | 2,459 | $431K |
| Sfmg, LLC | 0.03% | Add +0.0% | 2,454 | $430K |
| Atlas Capital Advisors Inc. | 0.05% | Add +68.9% | 2,452 | $430K |
| Smith Thornton Advisors LLC | 0.27% | No change | 2,441 | $428K |
| Prosperity Wealth Management, Inc. | 0.17% | Add +25.7% | 2,409 | $422K |
| Emergent Wealth Advisors, LLC | 0.31% | Add +0.1% | 2,407 | $422K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.2% | 2,400 | $420K |
| Keudell/Morrison Wealth Management | 0.11% | Add +20.8% | 2,392 | $419K |
| WR Wealth Planners, LLC | 0.13% | Reduce -6.6% | 2,377 | $417K |
| First County Bank | 0.23% | Reduce -12.0% | 2,371 | $415K |
| University of Texas/Texas Am Investment Management Co. | 0.05% | No change | 2,364 | $414K |
| HT Partners LLC | 0.14% | Add +0.6% | 2,358 | $413K |
| First National Bank of Omaha | 0.03% | Reduce -45.5% | 2,350 | $412K |
| Mustard Seed Financial, LLC | 0.33% | No change | 2,348 | $411K |
| Indiana Trust & Investment Management Co | 0.14% | Reduce -9.8% | 2,341 | $410K |
| Winebrenner Capital Management LLC | 0.32% | — | 2,336 | $409K |
| V2 Financial group LLC | 0.25% | New | 2,330 | $408K |
| Apollon Financial, LLC | 0.10% | Reduce -13.4% | 2,324 | $407K |
| Claris Financial LLC | 0.27% | — | 2,311 | $405K |
| Drucker Wealth 3.0, LLC | 0.09% | No change | 2,299 | $403K |
| Lodestar Private Asset Management LLC | 0.05% | Add +45.8% | 2,276 | $399K |
| Berkeley Capital Partners, LLC | 0.11% | New | 2,265 | $397K |
| Hills Bank & Trust Co | 0.03% | Add +18.4% | 2,263 | $397K |
| Bedel Financial Consulting, Inc. | 0.06% | Add +23.4% | 2,187 | $397K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +16.8% | 2,257 | $396K |
| GAMMA Investing LLC | 0.03% | Add +49.6% | 2,245 | $393K |
| Stark Wealth Management LLC | 0.29% | — | 2,220 | $389K |
| Ameriflex Group, Inc. | 0.18% | — | 2,144 | $389K |
| Trust Co. of Vermont | 0.02% | Add +8.8% | 2,207 | $387K |
| Bienville Capital Management, LLC | 0.09% | New | 2,205 | $386K |
| Atlas Brown,Inc. | 0.13% | Add +3.6% | 2,179 | $382K |
| Cresta Advisors, Ltd. | 0.20% | No change | 2,128 | $381K |
| Penbrook Management LLC | 0.26% | No change | 2,170 | $380K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,156 | $378K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +59.6% | 2,147 | $376K |
| Floyd Financial Group LLC | 0.31% | — | 2,171 | $376K |
| Wealthcare Capital Partners, LLC | 0.20% | — | 2,146 | $376K |
| Schulz Wealth, LTD. | 0.29% | No change | 2,140 | $375K |
| Fullcircle Wealth LLC | 0.15% | New | 2,068 | $375K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +7.6% | 2,118 | $371K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -0.6% | 2,108 | $369K |
| Florida Financial Advisors, LLC | 0.16% | Add +19.1% | 2,106 | $369K |
| Pacific Sun Financial Corp | 0.20% | Reduce -0.5% | 2,105 | $369K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 2,104 | $369K |
| Bank of New Hampshire | 0.09% | Add +4.0% | 2,100 | $368K |
| Shapiro Capital Management LLC | 0.01% | Reduce -88.3% | 2,100 | $368K |
| Silver Oak Wealth Advisors Services, LLC | 0.32% | — | 2,094 | $367K |
| PGIM Custom Harvest LLC | 0.01% | Add +43.8% | 2,093 | $367K |
| Lodestone Wealth Management LLC | 0.18% | Add +0.2% | 2,076 | $364K |
| Stone House Investment Management, LLC | 0.09% | Add +5.7% | 2,073 | $363K |
| Zhang Financial LLC | 0.02% | Add +20.1% | 2,072 | $363K |
| Ironwood Investment Counsel, LLC | 0.06% | Add +0.3% | 2,063 | $362K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.8% | 2,058 | $361K |
| Loudon Investment Management, LLC | 0.20% | Add +59.8% | 2,053 | $360K |
| Savvy Advisors, Inc. | 0.04% | Add +13.9% | 2,050 | $359K |
| Pin Oak Investment Advisors Inc. | 0.33% | No change | 2,001 | $359K |
| TBH Global Asset Management, LLC | 0.08% | Add +12.0% | 2,041 | $358K |
| Crestwood Advisors Group, LLC | 0.01% | Add +29.1% | 2,042 | $358K |
| Smith Shellnut Wilson LLC | 0.16% | Reduce -43.6% | 2,039 | $357K |
| Brendel Financial Advisors LLC | 0.22% | Reduce -7.9% | 2,029 | $356K |
| Gen-Wealth Partners Inc | 0.15% | No change | 2,024 | $355K |
| Embree Financial Group | 0.06% | Reduce -0.9% | 2,019 | $354K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.1% | 2,015 | $353K |
| Pps&v Asset Management Consultants, Inc. | 0.24% | No change | 2,009 | $352K |
| Pure Portfolios Holdings LLC | 0.13% | Reduce -1.0% | 2,002 | $351K |
| Empower Advisory Group, LLC | 0.00% | Add +16.7% | 2,002 | $351K |
| Asio Capital, LLC | 0.07% | No change | 2,000 | $350K |
| Old Mission Investment Co LLC | 0.10% | Reduce -16.9% | 1,995 | $350K |
| R. W. Roge & Company, Inc. | 0.19% | No change | 1,995 | $349K |
| Integris Wealth Management, LLC | 0.10% | No change | 1,975 | $346K |
| Bank Hapoalim BM | 0.06% | New | 1,977 | $346K |
| Sonora Investment Management Group, LLC | 0.03% | Add +0.1% | 1,966 | $345K |
| Capital Advantage, Inc. | 0.06% | New | 1,966 | $345K |
| Stonebridge Financial Group, LLC | 0.04% | — | 1,954 | $342K |
| Bfsg, LLC | 0.04% | Reduce -3.4% | 1,952 | $342K |
| Westbourne Investment Advisors, Inc. | 0.12% | Add +0.4% | 1,949 | $341K |
| Main Street Group, LTD | 0.14% | No change | 1,940 | $340K |
| Long Run Wealth Advisors, LLC | 0.08% | Add +0.4% | 1,936 | $339K |
| Lighthouse Financial LLC | 0.27% | — | 1,930 | $338K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -59.0% | 1,928 | $338K |
| NBT Bank, N.A. | 0.02% | No change | 1,926 | $337K |
| CFO4Life Group, LLC | 0.06% | Reduce -12.2% | 1,923 | $337K |
| Manhattan West Asset Management, LLC | 0.09% | Reduce -2.9% | 1,911 | $335K |
| Harrell Investment Partners, LLC | 0.09% | Add +4.0% | 1,897 | $332K |
| Peoples Financial Services Corp. | 0.15% | Add +1.3% | 1,894 | $332K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 1,891 | $331K |
| Ellis Investment Partners, LLC | 0.07% | Add +5.9% | 1,886 | $330K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +2.0% | 1,818 | $329K |
| Florida Trust Wealth Management Co | 0.01% | New | 1,875 | $329K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +3.2% | 1,866 | $327K |
| IronBridge Private Wealth, LLC | 0.12% | No change | 1,844 | $323K |
| Tyche Wealth Partners LLC | 0.07% | Add +1.7% | 1,844 | $323K |
| GEM Asset Management, LLC | 0.18% | Add +11.9% | 1,839 | $322K |
| Legacy Advisors, LLC | 0.03% | No change | 1,832 | $321K |
| WPWealth LLP | 0.07% | Reduce -11.6% | 1,830 | $321K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 1,830 | $321K |
| Turning Point Benefit Group, Inc. | 0.30% | — | 1,832 | $320K |
| Duncker Streett & Co. Inc. | 0.06% | Add +56.9% | 1,826 | $320K |
| Gibbs Wealth Management | 0.09% | Reduce -17.5% | 1,824 | $320K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -0.6% | 1,819 | $319K |
| Financial Partners Group, LLC | 0.13% | Reduce -1.0% | 1,814 | $318K |
| Aft, Forsyth & Company, Inc. | 0.15% | Reduce -2.5% | 1,795 | $315K |
| Higgins & Schmidt Wealth Strategies LLC | 0.20% | Reduce -9.3% | 1,795 | $315K |
| CAP Partners, LLC | 0.22% | No change | 1,793 | $314K |
| Medallion Wealth Advisors, LLC | 0.16% | — | 1,792 | $314K |
| High Falls Advisors, Inc | 0.07% | Add +0.3% | 1,786 | $313K |
| Saxon Interests, Inc. | 0.14% | Add +40.7% | 1,779 | $312K |
| United Advisor Group, LLC | 0.06% | Reduce -12.6% | 1,769 | $310K |
| Kirr Marbach & Co. LLC | 0.07% | No change | 1,750 | $307K |
| Pinkerton Wealth, LLC | 0.04% | No change | 1,731 | $303K |
| Ogorek Anthony Joseph /NY/ | 0.10% | Add +1020.9% | 1,715 | $300K |
| Boston Standard Wealth Management, LLC | 0.06% | Add +3.7% | 1,709 | $300K |
| K.J. Harrison & Partners Inc | 0.05% | Reduce -18.5% | 1,715 | $300K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.2% | 1,708 | $299K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +28.6% | 1,707 | $299K |
| Bar Harbor Wealth Management | 0.02% | Add +9.7% | 1,705 | $299K |
| Tortoise Investment Management, LLC | 0.03% | No change | 1,700 | $298K |
| JPL Wealth Management, LLC | 0.09% | — | 1,698 | $298K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 1,694 | $297K |
| America First Investment Advisors, LLC | 0.06% | Add +5.6% | 1,690 | $296K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 1,687 | $296K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,622 | $294K |
| Clear Point Advisors Inc. | 0.25% | Add +4.4% | 1,676 | $294K |
| Financial Partners Group, Inc | 0.04% | New | 1,675 | $294K |
| SignalPoint Asset Management, LLC | 0.07% | No change | 1,674 | $293K |
| Briaud Financial Planning Inc | 0.12% | No change | 1,676 | $293K |
| Austin Wealth Management, LLC | 0.06% | Reduce -7.6% | 1,626 | $293K |
| Bridge Creek Capital Management LLC | 0.09% | Add +7.0% | 1,659 | $291K |
| Atticus Wealth Management, LLC | 0.09% | Add +0.2% | 1,650 | $289K |
| Sage Capital Advisors,llc | 0.08% | Add +7.4% | 1,646 | $288K |
| Chesapeake Wealth Management | 0.10% | Reduce -2.4% | 1,642 | $288K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Reduce -41.9% | 1,631 | $286K |
| Paragon Capital Management Ltd | 0.06% | Add +0.2% | 1,627 | $285K |
| JB Capital LLC | 0.02% | Reduce -0.3% | 1,627 | $285K |
| WPG Advisers, LLC | 0.26% | — | 1,617 | $283K |
| Sanchez Wealth Management Group | 0.08% | New | 1,613 | $283K |
| Am Investment Strategies LLC | 0.07% | New | 1,607 | $282K |
| Frederick Financial Consultants, LLC | 0.22% | — | 1,603 | $281K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,597 | $280K |
| Tidal Investments LLC | 0.00% | Reduce -88.6% | 1,595 | $279K |
| Safeguard Financial, LLC | 0.06% | Add +0.1% | 1,589 | $279K |
| SkyOak Wealth, LLC | 0.06% | New | 1,588 | $278K |
| Total Wealth Planning & Management, Inc. | 0.27% | — | 1,586 | $278K |
| Crewe Advisors LLC | 0.04% | Reduce -35.1% | 1,575 | $276K |
| Appleton Partners Inc. | 0.02% | Reduce -5.4% | 1,570 | $275K |
| Traphagen Investment Advisors LLC | 0.03% | Add +0.3% | 1,567 | $275K |
| Purus Wealth Management, LLC | 0.11% | New | 1,560 | $273K |
| 4J Wealth Management LLC | 0.22% | New | 1,545 | $271K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 1,545 | $271K |
| Trinity Wealth Management, LLC | 0.12% | Reduce -2.3% | 1,540 | $270K |
| Commonwealth Retirement Investments LLC | 0.11% | Add +0.1% | 1,539 | $270K |
| Morgan Dempsey Capital Management LLC | 0.11% | Add +135.0% | 1,537 | $269K |
| Madden Advisory Services, Inc. | 0.13% | No change | 1,536 | $269K |
| Verus Capital Partners, LLC | 0.03% | Add +8.1% | 1,527 | $268K |
| Ceera Investments, LLC | 0.09% | New | 1,525 | $267K |
| Horan Capital Advisors, LLC. | 0.09% | New | 1,521 | $267K |
| Mad River Investors | 0.12% | No change | 1,508 | $264K |
| JFG Wealth Management, LLC | 0.06% | Reduce -8.3% | 1,508 | $264K |
| Warwick Investment Management, Inc. | 0.05% | No change | 1,507 | $264K |
| Monument Group Wealth Advisors, LLC | 0.19% | Add +0.3% | 1,504 | $264K |
| Chilton Investment Co. Inc. | 0.01% | No change | 1,500 | $263K |
| Thompson Davis & Co., Inc. | 0.17% | No change | 1,491 | $261K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -63.3% | 1,483 | $260K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -0.5% | 1,483 | $260K |
| Ascentis Wealth Management, LLC | 0.09% | No change | 1,483 | $260K |
| Sugar Maple Asset Management, LLC | 0.20% | Reduce -11.0% | 1,482 | $260K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -94.7% | 1,475 | $258K |
| Kanawha Capital Management LLC | 0.02% | Reduce -2.9% | 1,474 | $258K |
| IAM Advisory, LLC | 0.06% | Reduce -8.6% | 1,459 | $256K |
| Forefront Wealth Management Inc. | 0.23% | — | 1,452 | $254K |
| Bogart Wealth, LLC | 0.01% | Add +13.8% | 1,450 | $254K |
| Thompson David Blair | 0.18% | — | 1,449 | $254K |
| 2UniFi Bank | 0.17% | — | 1,445 | $253K |
| Kathleen S. Wright Associates Inc. | 0.11% | No change | 1,442 | $253K |
| Adero Partners, LLC | 0.02% | No change | 1,440 | $252K |
| KFA Private Wealth Group, LLC | 0.11% | New | 1,439 | $252K |
| Advisory Alpha, LLC | 0.01% | Reduce -26.9% | 1,438 | $252K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -0.7% | 1,440 | $252K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.5% | 1,433 | $251K |
| Mayfair Advisory Group, LLC | 0.15% | Add +2.6% | 1,431 | $251K |
| Nikulski Financial, Inc. | 0.07% | New | 1,430 | $251K |
| Bernard Wealth Management Corp. | 0.12% | — | 1,430 | $251K |
| Strathmore Capital Advisors, Inc. | 0.18% | — | 1,427 | $250K |
| Tradewinds, LLC. | 0.07% | New | 1,375 | $248K |
| Accurate Wealth Management, LLC | 0.05% | Add +1.6% | 1,422 | $246K |
| Formidable Asset Management, LLC | 0.04% | Add +0.1% | 1,404 | $246K |
| Motiv8 Investments LLC | 0.17% | No change | 1,401 | $245K |
| Cooper Financial Group | 0.03% | Add +7.9% | 1,401 | $245K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,401 | $245K |
| Calamos Wealth Management LLC | 0.01% | No change | 1,400 | $245K |
| Hubbell Strickland Wealth Management, LLC | 0.12% | Add +0.4% | 1,399 | $245K |
| Capital Wealth Alliance, LLC | 0.14% | Reduce -27.2% | 1,398 | $245K |
| HFG Advisors, Inc. | 0.21% | New | 1,394 | $244K |
| Promethium Advisors,llc | 0.17% | Reduce -10.3% | 1,384 | $243K |
| McCollum Christoferson Group LLC | 0.07% | New | 1,370 | $240K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.3% | 1,369 | $240K |
| CPA Asset Management Group, LLC | 0.11% | Reduce -1.5% | 1,365 | $239K |
| Wisconsin Wealth Advisors, LLC | 0.35% | — | 1,352 | $237K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +15.3% | 1,349 | $236K |
| Fairscale Capital, LLC | 0.20% | Reduce -3.0% | 1,348 | $236K |
| Arq Wealth Advisors, LLC | 0.09% | Reduce -1.8% | 1,346 | $236K |
| Jim Saulnier & Associates, LLC | 0.20% | Add +0.4% | 1,342 | $235K |
| Spectrum Financial Alliance Ltd LLC | 0.08% | No change | 1,337 | $234K |
| Meritage Portfolio Management | 0.01% | Reduce -3.3% | 1,330 | $233K |
| Wellington Wealth Strategies, LLC. | 0.21% | Reduce -43.8% | 1,285 | $233K |
| Welch & Forbes LLC | 0.00% | Reduce -10.1% | 1,329 | $233K |
| Keel Point, LLC | 0.02% | Reduce -86.7% | 1,327 | $233K |
| OneAscent Wealth Management LLC | 0.10% | New | 1,324 | $232K |
| LFA - Lugano Financial Advisors SA | 0.15% | No change | 1,323 | $232K |
| Fogel Capital Management, Inc. | 0.12% | No change | 1,319 | $231K |
| Millennium Capital Advisors, LLC | 0.16% | Reduce -3.6% | 1,318 | $231K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Add +9.7% | 1,316 | $231K |
| Cascade Investment Advisors, Inc. | 0.15% | No change | 1,314 | $230K |
| Fermata Advisors, LLC | 0.04% | Add +0.3% | 1,313 | $230K |
| Archvest Wealth Advisors, Inc. | 0.17% | Reduce -7.7% | 1,312 | $230K |
| Kesler, Norman & Wride, LLC | 0.05% | Reduce -74.3% | 1,312 | $230K |
| Bricktown Capital, LLC | 0.05% | No change | 1,308 | $229K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,308 | $229K |
| MRP Capital Investments, LLC | 0.21% | No change | 1,300 | $228K |
| Bank of Hawaii | 0.01% | No change | 1,299 | $228K |
| Hudock, Inc. | 0.04% | Add +0.3% | 1,294 | $227K |
| Index Fund Advisors, Inc. | 0.01% | No change | 1,290 | $226K |
| Integrity Alliance, Llc. | 0.02% | — | 1,287 | $226K |
| Westside Investment Management, Inc. | 0.05% | No change | 1,286 | $225K |
| Councilor Wealth, LLC | 0.11% | Reduce -2.2% | 1,284 | $225K |
| Missouri Trust & Investment Co | 0.08% | Add +0.9% | 1,284 | $225K |
| Southland Equity Partners LLC | 0.05% | Reduce -4.1% | 1,284 | $225K |
| Financial Life Planners | 0.19% | — | 1,280 | $224K |
| Kellett Wealth Advisors, LLC | 0.15% | No change | 1,273 | $223K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -5.9% | 1,272 | $223K |
| Sandy Cove Advisors, LLC | 0.09% | New | 1,267 | $222K |
| RAM Investment Partners, LLC | 0.05% | No change | 1,265 | $222K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 1,233 | $221K |
| Sargent Investment Group, LLC | 0.04% | No change | 1,260 | $220K |
| Mystic Asset Management, Inc. | 0.06% | Add +11.6% | 1,255 | $220K |
| Objective Capital Management, LLC | 0.15% | Reduce -56.5% | 1,249 | $219K |
| LPF Advisors LLC | 0.18% | No change | 1,249 | $219K |
| LifeGoal Investments, LLC | 0.24% | — | 1,246 | $218K |
| Maxele Advisors, LLC | 0.21% | — | 1,245 | $218K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.7% | 1,241 | $217K |
| Stewardship Advisors, LLC | 0.06% | Reduce -3.9% | 1,236 | $217K |
| Mattern Wealth Management LLC | 0.05% | New | 1,236 | $217K |
| Fulcrum Equity Management | 0.21% | Reduce -86.1% | 1,235 | $216K |
| Semmax Financial Advisors Inc. | 0.06% | No change | 1,187 | $215K |
| Novem Group | 0.03% | — | 1,223 | $214K |
| Compass Financial Services Inc | 0.12% | — | 1,218 | $213K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -12.6% | 1,210 | $212K |
| Plotkin Financial Advisors, LLC | 0.13% | Reduce -29.7% | 1,209 | $212K |
| Townsend & Associates, Inc | 0.02% | New | 1,157 | $211K |
| BankPlus Trust Department | 0.07% | — | 1,201 | $210K |
| Cornerstone Advisory, LLC | 0.02% | New | 1,162 | $210K |
| Hayek Kallen Investment Management | 0.08% | No change | 1,200 | $210K |
| Centerpoint Advisors, LLC | 0.07% | New | 1,200 | $210K |
| Retirement Capital Strategies | 0.08% | No change | 1,198 | $210K |
| McDonald Capital Investors Inc. | 0.01% | No change | 1,195 | $209K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 1,188 | $208K |
| Clarity Financial LLC | 0.02% | Reduce -16.9% | 1,181 | $207K |
| Lafayette Investments, Inc. | 0.04% | New | 1,180 | $207K |
| ORG Partners LLC | 0.03% | Add +7766.7% | 1,180 | $207K |
| Earned Wealth Advisors, LLC | 0.07% | Add +0.3% | 1,178 | $206K |
| Visionary Horizons, LLC | 0.14% | New | 1,175 | $206K |
| Parkside Advisors LLC | 0.05% | Add +3.8% | 1,171 | $205K |
| Unique Wealth, LLC | 0.04% | New | 1,171 | $205K |
| Webster Bank, N. A. | 0.02% | Reduce -11.4% | 1,166 | $204K |
| Symphony Financial Services, Inc. | 0.16% | New | 1,151 | $202K |
| Guidance Point Advisors, LLC | 0.06% | No change | 1,150 | $202K |
| Colonial Trust Co / SC | 0.03% | No change | 1,151 | $201K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,139 | $200K |
| Element Wealth, LLC | 0.10% | Reduce -5.3% | 1,137 | $199K |
| Chapman Financial Group, LLC | 0.16% | — | 1,120 | $196K |
| Dunhill Financial, LLC | 0.09% | New | 1,080 | $189K |
| Prudential PLC | 0.00% | New | 1,080 | $189K |
| Hantz Financial Services, Inc. | 0.00% | Add +7.2% | 1,067 | $187K |
| S.A. Mason LLC | 0.09% | Add +2.9% | 1,003 | $176K |
| Balentine LLC | 0.01% | No change | 985 | $173K |
| PSI Advisors, LLC | 0.05% | Add +1.0% | 981 | $172K |
| TruNorth Capital Management, LLC | 0.05% | No change | 967 | $169K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -37.9% | 949 | $166K |
| Legend Financial Advisors, Inc. | 0.12% | Add +0.3% | 930 | $163K |
| Future Financial Wealth Managment LLC | 0.11% | No change | 880 | $154K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -34.6% | 866 | $152K |
| Oakworth Capital, Inc. | 0.01% | No change | 840 | $147K |
| GS Investments, Inc. | 0.07% | No change | 838 | $147K |
| Ransom Advisory, Ltd | 0.06% | Add +348.8% | 772 | $135K |
| Wagner Wealth Management, LLC | 0.03% | Add +236.2% | 770 | $135K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -14.8% | 740 | $130K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 730 | $128K |
| Operose Advisors LLC | 0.04% | Add +243.9% | 729 | $128K |
| Tanglewood Legacy Advisors, LLC | 0.05% | New | 727 | $127K |
| MPWM Advisory Solutions, LLC | 0.09% | — | 719 | $126K |
| Lee Danner & Bass Inc. | 0.01% | New | 662 | $116K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 635 | $111K |
| City State Bank | 0.04% | No change | 629 | $110K |
| Red Tortoise LLC | 0.06% | No change | 625 | $110K |
| Fortitude Family Office, LLC | 0.04% | Add +0.3% | 616 | $108K |
| Whipplewood Advisors, LLC | 0.06% | — | 615 | $108K |
| TCTC Holdings, LLC | 0.00% | New | 610 | $107K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +4.8% | 590 | $103K |
| Denver PWM, LLC | 0.04% | Reduce -35.9% | 557 | $98K |
| Flagship Wealth Advisors, LLC | 0.06% | — | 557 | $98K |
| SBI Securities Co., Ltd. | 0.00% | — | 549 | $96K |
| Smartleaf Asset Management LLC | 0.01% | Add +50.4% | 549 | $96K |
| Painted Porch Advisors LLC | 0.05% | Reduce -23.1% | 548 | $96K |
| Wolff Wiese Magana LLC | 0.06% | No change | 541 | $95K |
| Lindbrook Capital, LLC | 0.01% | Add +145.7% | 511 | $90K |
| Addison Advisors LLC | 0.02% | No change | 510 | $89K |
| Legacies Wealth LLC | 0.07% | No change | 500 | $88K |
| AlphaMark Advisors, LLC | 0.04% | Add +3.4% | 492 | $86K |
| Versant Capital Management, Inc | 0.02% | No change | 490 | $86K |
| Continuum Advisory, LLC | 0.01% | Add +0.2% | 490 | $86K |
| Vermillion Wealth Management, Inc. | 0.04% | — | 488 | $86K |
| Decker Retirement Planning Inc. | 0.05% | — | 486 | $85K |
| Financial Connections Group, Inc. | 0.04% | No change | 484 | $84K |
| LRI Investments, LLC | 0.01% | No change | 475 | $83K |
| Breakwater Investment Management | 0.04% | Add +11.0% | 473 | $83K |
| Quent Capital, LLC | 0.01% | New | 470 | $82K |
| Perritt Capital Management Inc | 0.04% | Add +0.2% | 454 | $80K |
| Clearstead Trust, LLC | 0.02% | No change | 454 | $80K |
| NFSG Corp | 0.02% | Reduce -51.0% | 446 | $78K |
| Piscataqua Savings Bank | 0.07% | No change | 440 | $77K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 433 | $76K |
| Tidemark, LLC | 0.03% | Add +31.4% | 431 | $76K |
| Key Financial Inc | 0.02% | Reduce -1.4% | 423 | $74K |
| Promus Capital, LLC | 0.06% | — | 418 | $73K |
| Global Wealth Strategies & Associates | 0.02% | Add +1.7% | 413 | $72K |
| Morling Financial Advisors, LLC | 0.03% | No change | 409 | $72K |
| Transce3nd, LLC | 0.02% | — | 377 | $66K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 363 | $64K |
| Realta Investment Advisors | 0.03% | New | 355 | $63K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -99.4% | 347 | $61K |
| Highline Wealth Partners LLC | 0.02% | New | 325 | $57K |
| Kiker Wealth Management, LLC | 0.04% | — | 313 | $55K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 303 | $53K |
| Lavaca Capital LLC | 0.02% | New | 300 | $53K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 300 | $53K |
| Guardian Wealth Management, Inc. | 0.04% | No change | 293 | $51K |
| Capital & Planning, LLC | 0.04% | — | 276 | $48K |
| Core Alternative Capital | 0.01% | No change | 275 | $48K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 258 | $45K |
| MCF Advisors LLC | 0.00% | No change | 250 | $44K |
| PrairieView Partners, LLC | 0.00% | No change | 250 | $43K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 244 | $43K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +27.0% | 235 | $41K |
| South Plains Financial, Inc. | 0.03% | — | 231 | $40K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 225 | $39K |
| GHP Investment Advisors, Inc. | 0.00% | Add +31.3% | 214 | $38K |
| Marquette Asset Management, LLC | 0.01% | No change | 207 | $36K |
| Fairman Group, LLC | 0.03% | No change | 206 | $36K |
| Wellington Shields & Co., LLC | 0.01% | Reduce -59.2% | 206 | $36K |
| New Millennium Group LLC | 0.02% | New | 201 | $35K |
| Mattson Financial Services, LLC | 0.01% | New | 194 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 193 | $34K |
| Roxbury Financial LLC | 0.03% | — | 180 | $34K |
| First Pacific Financial | 0.01% | New | 190 | $33K |
| Creekmur Asset Management LLC | 0.01% | No change | 190 | $33K |
| Financial Perspectives, Inc | 0.01% | No change | 185 | $32K |
| Citizens National Bank Trust Department | 0.01% | No change | 185 | $32K |
| Hemington Wealth Management | 0.01% | Add +84.0% | 184 | $32K |
| Bristlecone Advisors, LLC | 0.00% | No change | 182 | $32K |
| Joseph Group Capital Management | 0.01% | New | 167 | $29K |
| Bridge Generations Wealth Management LLC | 0.02% | — | 166 | $29K |
| Y.D. More Investments Ltd | 0.00% | No change | 165 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 161 | $28K |
| Cambridge Financial Group, Inc. | 0.01% | — | 160 | $28K |
| FPC Investment Advisory, Inc. | 0.02% | New | 152 | $28K |
| Van Eck Associates Corp. | 0.00% | Add +105.4% | 152 | $27K |
| Eastern Bank | 0.00% | No change | 154 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 150 | $26K |
| Princeton Global Asset Management LLC | 0.00% | No change | 146 | $26K |
| SJS Investment Consulting Inc. | 0.00% | Add +157.1% | 144 | $25K |
| Hanson & Doremus Investment Management | 0.00% | No change | 145 | $25K |
| Birchbrook, Inc. | 0.01% | No change | 139 | $24K |
| Solstein Capital, LLC | 0.01% | No change | 136 | $24K |
| ROSS\JOHNSON & Associates LLC | 0.54% | — | 133 | $23K |
| Pineridge Advisors LLC | 0.01% | No change | 133 | $23K |
| IAG Wealth Partners, LLC | 0.00% | No change | 130 | $23K |
| NWK Group, Inc. | 0.01% | No change | 123 | $22K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | New | 116 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | New | 113 | $20K |
| West Financial Advisors, LLC | 0.00% | New | 104 | $18K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 101 | $18K |
| Towne Trust Company, N.A | 0.01% | New | 100 | $18K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 100 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 98 | $17K |
| Mainstream Capital Management LLC | 0.01% | New | 96 | $17K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 93 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 93 | $17K |
| Laurel Wealth Advisors LLC | 0.00% | Add +3.3% | 94 | $16K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 88 | $15K |
| Nemes Rush Group LLC | 0.00% | Reduce -23.6% | 84 | $15K |
| Richardson Financial Services Inc. | 0.01% | Reduce -50.0% | 83 | $15K |
| Avion Wealth | 0.00% | No change | 85 | $14K |
| Pacific Center for Financial Services | 0.00% | No change | 79 | $14K |
| Chilton Capital Management LLC | 0.00% | Reduce -64.8% | 74 | $13K |
| Kennebec Savings Bank | 0.01% | No change | 73 | $13K |
| Broadwater Capital Management LLC | 0.01% | No change | 71 | $12K |
| Davis Capital Management | 0.01% | No change | 70 | $12K |
| Synergy Investment Management, LLC | 0.00% | — | 65 | $11K |
| Howe & Rusling Inc. | 0.00% | Reduce -60.4% | 65 | $11K |
| Horrell Capital Management, Inc. | 0.00% | No change | 63 | $11K |
| Concord Wealth Partners | 0.00% | Reduce -32.6% | 60 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 55 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 53 | $9K |
| Copia Wealth Management | 0.01% | — | 53 | $9K |
| Kentucky Trust Co | 0.01% | — | 53 | $9K |
| CNB Bank | 0.00% | New | 52 | $9K |
| Navigoe, LLC | 0.01% | — | 56 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 56 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 51 | $9K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 45 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 45 | $8K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 41 | $7K |
| Robinswood Financial LLC | 0.00% | Reduce -48.0% | 40 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 40 | $7K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 36 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 35 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 35 | $6K |
| Clear Investment Research, LLC | 0.01% | No change | 125 | $6K |
| Synergy Asset Management, LLC | 0.00% | New | 32 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 30 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 29 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 25 | $4K |
| McIlrath & Eck, LLC | 0.00% | Reduce -33.3% | 24 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -63.3% | 18 | $4K |
| Transcendent Capital Group LLC | 0.00% | No change | 22 | $4K |
| Rise Advisors, LLC | 0.00% | New | 21 | $4K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 21 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 20 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 19 | $3K |
| Tower View Wealth Management LLC | 0.00% | New | 16 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -48.3% | 15 | $3K |
| Lanark Financial, Inc. | 0.24% | — | 14 | $3K |
| SYM FINANCIAL Corp | 0.00% | Add +550.0% | 13 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 12 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 5 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 1 | $157 |
| Covestor Ltd | 0.00% | No change | 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.