Invesco S&P 500 Equal WeightRSPETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,950 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 7 from Q1 2025. 137 opened new positions and 129 sold out. The largest holders were Morgan Stanley ($5.9B), Northwestern Mutual Wealth Management Co. ($4.5B) and Bank of America Corp. ($4.1B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $919.7M |
| Exits | 129 | $1.3B |
All 13F filers, Q1 2025 → Q2 2025: 23,220,993 shares bought and 24,924,607 shares sold, net −1,703,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,950 holders
| Morgan Stanley | 0.39% | Add +9.8% | 32,653,255 | $5.9B |
| Northwestern Mutual Wealth Management Co. | 3.27% | Add +4.7% | 24,657,672 | $4.5B |
| Bank of America Corp. | 0.33% | Add +1.2% | 22,475,692 | $4.1B |
| Invesco Ltd. | 0.32% | Reduce -9.0% | 10,181,554 | $1.9B |
| Texas Permanent School Fund Corp. | 56.14% | Add +0.1% | 9,190,491 | $1.7B |
| Goldman Sachs Group Inc. | 0.21% | Reduce -12.4% | 7,167,311 | $1.3B |
| UBS Group AG | 0.27% | Add +2.4% | 7,143,393 | $1.3B |
| Wells Fargo & Company | 0.28% | Reduce -3.4% | 6,934,162 | $1.3B |
| State of Wisconsin Investment Board | 3.04% | Add +49.3% | 6,845,838 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Add +11.7% | 5,646,560 | $1.0B |
| LPL Financial LLC | 0.31% | Reduce -3.6% | 5,069,864 | $921.4M |
| Cresset Asset Management, LLC | 3.54% | Reduce -2.5% | 3,889,335 | $706.8M |
| Keybank National Association | 2.60% | Reduce -2.8% | 3,843,692 | $698.6M |
| Japan Science & Technology Agency | 10.94% | No change | 3,792,112 | $689.2M |
| Raymond James Financial Inc. | 0.23% | Reduce -1.7% | 3,673,896 | $667.7M |
| Ameriprise Financial Inc. | 0.16% | Reduce -1.9% | 3,652,507 | $663.7M |
| Truist Financial Corp. | 0.88% | Reduce -24.8% | 3,294,369 | $598.7M |
| BNP Paribas Financial Markets | 0.46% | Add +35.8% | 3,184,827 | $578.8M |
| Royal Bank of Canada | 0.11% | Reduce -2.2% | 3,130,493 | $568.9M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -31.0% | 2,101,387 | $381.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.77% | Add +91.9% | 2,082,000 | $378.4M |
| Junto Capital Management LP | 7.82% | Add +40.6% | 2,032,491 | $369.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.95% | Add +119.1% | 2,027,552 | $368.5M |
| Cerity Partners LLC | 0.55% | Add +24.1% | 1,701,457 | $309.2M |
| Bank of New York Mellon Corp | 0.06% | Add +0.3% | 1,689,136 | $307.0M |
| Phoenix Financial Ltd. | 3.73% | Reduce -0.0% | 1,554,000 | $282.4M |
| North Peak Capital Management, LLC | 19.61% | New | 1,374,131 | $249.7M |
| HighTower Advisors, LLC | 0.31% | Reduce -9.1% | 1,371,794 | $249.3M |
| Citigroup Inc. | 0.17% | Add +16.0% | 1,348,253 | $245.0M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -21.5% | 1,343,710 | $244.2M |
| LBMC Investment Advisors, LLC | 17.23% | Reduce -0.1% | 1,329,740 | $241.7M |
| Rockefeller Capital Management L.P. | 0.51% | Add +5.4% | 1,290,658 | $234.6M |
| Horizon Investments, LLC | 3.61% | Reduce -0.3% | 1,255,164 | $228.1M |
| Ally Financial Inc. | 24.53% | Add +5.3% | 1,195,000 | $217.2M |
| Focus Partners Wealth | 0.45% | Add +10.8% | 1,146,235 | $208.3M |
| Osaic Holdings, Inc. | 0.36% | Add +25.3% | 1,106,984 | $201.3M |
| Freedom Together Foundation | 24.48% | New | 1,100,000 | $199.9M |
| Corient Private Wealth LP | 0.25% | Add +303.3% | 1,015,653 | $184.5M |
| Stifel Financial Corp. | 0.18% | Add +0.3% | 993,373 | $180.5M |
| Meitav Investment House Ltd. | 2.42% | Add +34.3% | 986,210 | $179.3M |
| Sei Investments Co. | 0.19% | Reduce -2.1% | 918,466 | $166.9M |
| Cambridge Investment Research Advisors, Inc. | 0.49% | Add +16.7% | 883,193 | $160.5M |
| Brown Advisory Inc. | 0.21% | Reduce -5.7% | 867,080 | $157.6M |
| Janney Montgomery Scott LLC | 0.38% | Add +31.6% | 795,087 | $144.5M |
| Cercano Management LLC | 4.07% | Reduce -2.0% | 784,408 | $142.6M |
| Summit Trail Advisors, LLC | 2.44% | Reduce -16.3% | 783,662 | $142.4M |
| Cetera Investment Advisers | 0.24% | Reduce -23.3% | 772,732 | $140.4M |
| First Interstate Bank | 8.01% | Reduce -8.4% | 750,597 | $136.4M |
| Trust Co of Tennessee | 30.39% | Add +1.8% | 717,617 | $130.4M |
| CW Advisors, LLC | 1.26% | Add +5.3% | 715,904 | $130.1M |
| CI Investments Inc. | 0.48% | Reduce -1.8% | 705,470 | $128.2M |
| US Bancorp \de | 0.16% | Reduce -2.4% | 677,793 | $123.2M |
| Rock Creek Group LLC | 13.88% | Add +2.4% | 653,433 | $118.4M |
| Valeo Financial Advisors, LLC | 2.86% | Add +10.5% | 719,108 | $116.1M |
| Synovus Financial Corp. | 1.39% | Add +2.8% | 623,815 | $113.4M |
| Clearstead Advisors, LLC | 1.52% | Reduce -1.4% | 593,262 | $107.8M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -1.4% | 581,706 | $107.7M |
| Csenge Advisory Group | 5.53% | Add +1.0% | 595,494 | $105.1M |
| MAI Capital Management | 0.70% | Add +2.4% | 556,734 | $101.2M |
| Members Trust Co | 3.36% | Reduce -5.3% | 536,556 | $97.5M |
| Waverly Advisors, LLC | 1.06% | Reduce -8.8% | 532,828 | $96.8M |
| Glenmede Investment Management, LP | 0.49% | — | 531,112 | $96.5M |
| Moment Partners, LLC | 17.41% | Reduce -2.6% | 510,379 | $92.8M |
| First Manhattan Co. Llc. | 0.26% | Reduce -0.2% | 501,600 | $91.2M |
| Naman Capital Ltda | 28.95% | Reduce -12.2% | 490,199 | $89.1M |
| MML Investors Services, LLC | 0.25% | Reduce -18.6% | 474,489 | $86.2M |
| PNC Financial Services Group, Inc. | 0.06% | Add +2.5% | 472,132 | $85.8M |
| Aptus Capital Advisors, LLC | 0.85% | Add +7.8% | 471,910 | $85.8M |
| CENTRAL TRUST Co | 1.94% | Add +3.3% | 463,193 | $84.2M |
| Vanderbilt University | 15.88% | Add +0.4% | 463,169 | $84.2M |
| Mercer Global Advisors Inc. | 0.18% | Reduce -0.6% | 438,743 | $80.1M |
| Barclays PLC | 0.03% | Add +18.9% | 439,102 | $79.8M |
| NorthCoast Asset Management LLC | 0.34% | Add +4.3% | 438,618 | $79.7M |
| Private Advisor Group, LLC | 0.42% | Reduce -12.4% | 433,620 | $78.8M |
| FAS Wealth Partners, Inc. | 5.75% | Add +8.7% | 427,572 | $77.7M |
| Chai Trust Co. LLC | 4.66% | No change | 1,865,494 | $76.1M |
| Kestra Advisory Services, LLC | 0.36% | Add +1.3% | 407,230 | $74.0M |
| Mariner, LLC | 0.11% | Add +3.1% | 406,144 | $73.8M |
| Fiduciary Trust Co | 0.91% | Reduce -19.0% | 405,057 | $73.6M |
| Blair William & Co. | 0.20% | Add +1.3% | 387,870 | $70.5M |
| Cibc World Market Inc. | 0.15% | Reduce -0.5% | 384,939 | $70.0M |
| Consolidated Investment Group LLC | 9.26% | Add +3.8% | 380,395 | $69.1M |
| Dakota Wealth Management | 1.46% | Reduce -7.7% | 380,120 | $69.1M |
| CIBC Private Wealth Group LLC | 0.12% | Add +4.8% | 378,661 | $68.8M |
| Venture Visionary Partners LLC | 2.54% | Add +1.5% | 371,603 | $67.5M |
| SPC Financial, Inc. | 5.57% | Reduce -14.4% | 366,138 | $66.5M |
| HSBC Holdings PLC | 0.04% | Reduce -6.9% | 354,977 | $64.4M |
| Choreo, LLC | 0.88% | Reduce -0.7% | 348,451 | $63.3M |
| Banco Santander, S.A. | 0.60% | Add +59.4% | 345,279 | $62.8M |
| Total Investment Management Inc. | 9.06% | Add +0.1% | 345,132 | $62.7M |
| Spider Management Company, LLC | 23.58% | No change | 343,186 | $62.4M |
| Stratos Wealth Partners, LTD. | 0.85% | Reduce -5.8% | 342,628 | $62.3M |
| Comerica Bank | 0.24% | Add +4.5% | 341,167 | $62.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.84% | Reduce -0.8% | 335,741 | $61.0M |
| Southern Farm Bureau Life Insurance | 7.63% | No change | 328,428 | $59.7M |
| NewEdge Advisors, LLC | 0.31% | Add +25.3% | 328,181 | $59.6M |
| First Western Trust Bank | 2.67% | Add +3.9% | 326,390 | $59.3M |
| National Bank of Canada | 0.06% | Add +37.3% | 319,942 | $58.2M |
| Heck Capital Advisors, LLC | 4.95% | Add +50.5% | 316,836 | $57.6M |
| Equitable Holdings, Inc. | 0.46% | Reduce -1.0% | 307,950 | $56.0M |
| Perbak Capital Partners LLP | 12.11% | New | 294,791 | $53.6M |
| Exencial Wealth Advisors, LLC | 1.89% | Add +23.8% | 294,620 | $53.5M |
| Sanctuary Advisors, LLC | 0.33% | Add +11.6% | 291,046 | $52.9M |
| Bell Bank | 2.42% | New | 286,004 | $52.0M |
| Wharton Business Group, LLC | 2.19% | Add +0.9% | 285,873 | $52.0M |
| Brookstone Capital Management | 0.66% | Add +23.6% | 275,872 | $50.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8.58% | Reduce -23.6% | 273,981 | $49.8M |
| Hennion & Walsh Asset Management, Inc. | 1.96% | Add +2.0% | 266,846 | $48.5M |
| CBIZ Investment Advisory Services, LLC | 2.14% | Reduce -0.1% | 266,397 | $48.4M |
| Baird Financial Group, Inc. | 0.08% | Add +6.4% | 260,888 | $47.4M |
| Arvest Investments, Inc. | 7.03% | Add +4.6% | 257,172 | $46.7M |
| McAdam, LLC | 2.54% | Reduce -3.8% | 255,476 | $46.4M |
| Atlanta Consulting Group Advisors, LLC | 12.69% | Add +0.0% | 255,025 | $46.3M |
| Peapack Gladstone Financial Corp. | 0.65% | Add +0.5% | 253,073 | $46.0M |
| Berkshire Money Management, Inc. | 4.74% | Reduce -19.4% | 247,987 | $45.1M |
| Avantax Advisory Services, Inc. | 0.24% | Add +2.1% | 244,644 | $44.5M |
| Rainey & Randall Wealth Advisors Inc. | 8.14% | Add +104.8% | 244,515 | $44.4M |
| Activest Wealth Management | 10.67% | Reduce -0.1% | 243,547 | $44.3M |
| J.Safra Asset Management Corp | 3.01% | Add +1.3% | 237,977 | $43.2M |
| Steward Partners Investment Advisory, LLC | 0.34% | Reduce -4.3% | 236,432 | $43.0M |
| Jones Financial Companies LLLP | 0.03% | Add +24.7% | 235,301 | $42.6M |
| One Day In July LLC | 3.81% | Add +35.7% | 231,534 | $42.1M |
| Federation des caisses Desjardins du Quebec | 0.18% | Add +70.9% | 229,646 | $41.7M |
| Bank of Montreal | 0.02% | Reduce -5.5% | 228,450 | $41.5M |
| Greenwood Gearhart LLC | 2.58% | Add +8.9% | 227,715 | $41.4M |
| Jefferies Financial Group Inc. | 0.70% | Add +51.8% | 224,292 | $40.8M |
| Sapient Capital LLC | 0.73% | Reduce -6.0% | 222,850 | $40.5M |
| Deutsche Bank AG | 0.01% | Reduce -0.2% | 222,104 | $40.4M |
| Joule Financial, LLC | 13.00% | Add +1.4% | 220,300 | $40.0M |
| Waterloo Capital, L.P. | 3.17% | Add +20.4% | 215,796 | $39.2M |
| TRUE Private Wealth Advisors | 4.30% | Reduce -21.3% | 210,707 | $38.3M |
| Creative Planning | 0.03% | Reduce -9.5% | 207,961 | $37.8M |
| Dynasty Wealth Management, LLC | 0.64% | Reduce -60.9% | 206,817 | $37.6M |
| WESCAP Management Group, Inc. | 8.25% | Reduce -0.5% | 199,322 | $36.2M |
| Howard Financial Services, LTD. | 4.75% | Reduce -0.4% | 198,745 | $36.1M |
| Elk River Wealth Management LLC | 6.17% | Add +0.5% | 197,355 | $35.9M |
| Requisite Capital Management, LLC | 7.74% | Reduce -23.1% | 196,511 | $35.7M |
| HB Wealth Management, LLC | 0.28% | Reduce -2.5% | 194,901 | $35.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 2.90% | Reduce -11.0% | 193,976 | $35.3M |
| Integrated Wealth Concepts LLC | 0.35% | Add +2.0% | 192,095 | $34.9M |
| Qube Research & Technologies Ltd | 0.05% | Add +1856.1% | 188,981 | $34.3M |
| Erste Asset Management GmbH | 0.29% | Reduce -1.6% | 188,560 | $34.3M |
| Oarsman Capital, Inc. | 5.27% | Add +27.6% | 185,078 | $33.6M |
| Squarepoint Ops LLC | 0.07% | Add +14.8% | 184,983 | $33.6M |
| Steele Capital Management, Inc. | 1.61% | Add +1.1% | 184,945 | $33.6M |
| Arete Wealth Advisors, LLC | 2.37% | Add +25.5% | 183,545 | $33.4M |
| Old Mission Capital LLC | 0.89% | Add +322.4% | 183,091 | $33.3M |
| Vicus Capital | 2.74% | Add +4.9% | 181,248 | $32.9M |
| New Harbor Financial Group, LLC | 7.54% | Reduce -54.7% | 180,731 | $32.8M |
| D.A. Davidson & Co. | 0.23% | Add +3.9% | 179,775 | $32.7M |
| Main Management LLC | 2.54% | Add +1.4% | 178,091 | $32.4M |
| Arvest Bank Trust Division | 1.89% | Add +0.5% | 177,867 | $32.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -17.7% | 175,726 | $31.9M |
| Moran Wealth Management, LLC | 0.99% | Reduce -0.2% | 175,294 | $31.9M |
| TD Waterhouse Canada Inc. | 0.23% | Reduce -2.5% | 172,661 | $31.7M |
| Captrust Financial Advisors | 0.07% | Add +21.2% | 174,316 | $31.7M |
| Badgley Phelps Wealth Managers, LLC | 0.69% | Add +190.8% | 172,506 | $31.4M |
| Bangor Savings Bank | 2.78% | Add +1434.4% | 170,989 | $31.1M |
| Summit Financial, LLC | 0.70% | Add +16.0% | 170,894 | $31.1M |
| Seneca House Advisors | 13.10% | Add +20.5% | 169,407 | $30.8M |
| First Horizon Advisors, Inc. | 0.79% | Add +3.3% | 167,470 | $30.4M |
| Davis Investment Partners, LLC | 10.86% | Reduce -2.0% | 165,134 | $30.3M |
| Arkadios Wealth Advisors | 0.91% | Add +64.5% | 166,281 | $30.2M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -2.5% | 165,476 | $30.1M |
| Goodman Financial Corp | 6.03% | Add +4.8% | 165,203 | $30.0M |
| &partners | 0.23% | Add +17.6% | 163,949 | $29.8M |
| IFP Advisors, Inc | 0.85% | Add +11.7% | 163,405 | $29.7M |
| FSA Investment Group, LLC | 21.97% | New | 163,271 | $29.7M |
| Gradient Investments LLC | 0.54% | Add +2.4% | 162,176 | $29.5M |
| Davidson Capital Management Inc. | 7.06% | Add +2.0% | 161,798 | $29.4M |
| StoneX Group Inc. | 1.43% | Reduce -0.1% | 161,449 | $29.3M |
| Common Fund for Nonprofit Organizations | 3.02% | New | 161,015 | $29.3M |
| Shufro Rose & Co. LLC | 2.36% | Reduce -0.8% | 168,046 | $29.1M |
| Tucker Asset Management LLC | 9.26% | Add +44.2% | 159,427 | $29.0M |
| OP Asset Management Ltd | 0.42% | Add +141.7% | 158,782 | $28.9M |
| Pinnacle Associates Ltd. | 0.42% | Add +0.5% | 158,120 | $28.7M |
| Frisch Financial Group, Inc. | 6.88% | Reduce -3.8% | 154,620 | $28.1M |
| Robertson Stephens Wealth Management, LLC | 0.97% | Reduce -2.2% | 154,496 | $28.1M |
| Southeast Asset Advisors, LLC | 3.32% | Add +1.1% | 153,866 | $28.0M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -1.5% | 153,114 | $27.8M |
| Gotham Asset Management | 0.17% | Add +12.3% | 152,206 | $27.7M |
| Montag A & Associates Inc. | 1.34% | Reduce -6.8% | 151,011 | $27.4M |
| Glen Eagle Advisors, LLC | 4.22% | Reduce -18.9% | 150,808 | $27.4M |
| Wealth Advisors of Iowa, LLC | 10.22% | Reduce -34.5% | 150,461 | $27.3M |
| ExodusPoint Capital Management, LP | 0.33% | New | 150,000 | $27.3M |
| Mustico Financial Group, Inc. | 25.09% | — | 148,403 | $27.2M |
| Cwm, LLC | 0.10% | Add +5.1% | 149,339 | $27.1M |
| Manchester Financial Inc. | 5.68% | Reduce -38.5% | 149,273 | $27.1M |
| Sebold Capital Management, Inc. | 16.70% | Reduce -1.3% | 149,172 | $27.1M |
| Jackson, Grant Investment Advisers, Inc. | 9.86% | Add +1.2% | 147,713 | $26.8M |
| Edmond DE Rothschild Holding S.A. | 0.43% | Reduce -0.9% | 147,659 | $26.8M |
| Granite Bay Wealth Management, LLC | 8.59% | Add +10.0% | 147,062 | $26.7M |
| Atlas Private Wealth Advisors | 3.43% | Reduce -10.3% | 146,633 | $26.7M |
| PJT Investments Corp. | 14.18% | — | 146,163 | $26.6M |
| Vectors Research Management, LLC | 9.10% | Reduce -26.7% | 146,008 | $26.5M |
| Kera Capital Partners, Inc. | 5.22% | Add +12.6% | 145,869 | $26.5M |
| Measured Wealth Private Client Group, LLC | 7.90% | Add +2.0% | 145,179 | $26.4M |
| LeConte Wealth Management, LLC | 17.69% | Reduce -22.8% | 143,854 | $26.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.56% | No change | 139,647 | $25.4M |
| Sightline Wealth Advisors, LLC | 11.99% | Reduce -3.7% | 136,591 | $24.8M |
| Brogan Financial, Inc. | 10.94% | Add +2.1% | 134,723 | $24.5M |
| GenTrust, LLC | 1.14% | Reduce -52.4% | 133,654 | $24.3M |
| Mason Street Advisors, LLC | 2.83% | No change | 133,100 | $24.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -0.1% | 132,975 | $24.2M |
| Money Concepts Capital Corp. | 1.60% | Reduce -13.9% | 131,952 | $24.0M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -3.8% | 131,695 | $23.9M |
| Titleist Asset Management, LLC | 2.38% | Add +13.5% | 131,323 | $23.9M |
| NTV Asset Management LLC | 2.85% | Reduce -3.2% | 131,205 | $23.8M |
| Riversedge Advisors, LLC | 4.64% | Reduce -4.0% | 130,495 | $23.7M |
| Lido Advisors, LLC | 0.13% | Add +23.5% | 130,255 | $23.7M |
| BBR Partners, LLC | 1.47% | Add +0.2% | 129,920 | $23.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.64% | Add +10.7% | 128,502 | $23.4M |
| Stephenson & Company, Inc. | 14.11% | Add +3.6% | 127,816 | $23.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.40% | Add +0.8% | 125,056 | $23.2M |
| Fairway Wealth LLC | 7.37% | Add +57.2% | 126,847 | $23.1M |
| Consolidated Capital Management, LLC | 8.22% | Add +6.3% | 125,151 | $22.7M |
| Manning & Napier Advisors LLC | 0.27% | Reduce -31.7% | 125,029 | $22.7M |
| Tiller Private Wealth, Inc. | 8.62% | Add +2.6% | 124,768 | $22.7M |
| Patton Fund Management, Inc. | 4.92% | New | 123,503 | $22.4M |
| Matauro, LLC | 4.19% | Reduce -25.3% | 122,913 | $22.3M |
| Stratos Investment Management, LLC | 1.02% | Reduce -6.5% | 122,355 | $22.2M |
| Sollinda Capital Management LLC | 5.78% | Reduce -55.2% | 121,986 | $22.2M |
| Compass Wealth Management LLC | 5.27% | Add +2.7% | 121,687 | $22.1M |
| Virtue Capital Management, LLC | 4.06% | Reduce -26.9% | 121,317 | $22.0M |
| Dimension Capital Management LLC | 3.44% | Add +0.5% | 120,908 | $22.0M |
| Schusterman Interests, LLC | 33.24% | New | 120,000 | $21.8M |
| Advisory Services Network, LLC | 0.34% | Reduce -10.8% | 116,486 | $21.4M |
| Equitable Trust Co. | 1.06% | Reduce -1.6% | 117,131 | $21.3M |
| Geneos Wealth Management Inc. | 0.52% | Add +46.5% | 116,894 | $21.2M |
| McAlister, Sweet & Associates, Inc. | 18.59% | Reduce -12.7% | 37,982 | $21.0M |
| Wealth Forward, LLC | 13.98% | Reduce -1.0% | 114,506 | $20.8M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 114,272 | $20.8M |
| Capital Advisors, Ltd. LLC | 2.52% | Add +5.1% | 112,525 | $20.4M |
| Baker Avenue Asset Management, LP | 0.58% | Add +0.2% | 112,422 | $20.4M |
| Petrus Trust Company, LTA | 2.11% | Reduce -25.8% | 112,137 | $20.4M |
| AlTi Global, Inc. | 0.51% | Add +36.4% | 110,057 | $20.4M |
| LTG Capital LLC | 17.33% | Reduce -0.2% | 111,410 | $20.2M |
| Fort Point Capital Partners LLC | 2.03% | Add +30.3% | 111,401 | $20.2M |
| WealthBridge Capital Management, LLC | 5.12% | Add +2.4% | 111,111 | $20.2M |
| Courier Capital LLC | 1.22% | Reduce -27.0% | 110,929 | $20.2M |
| Kentucky Farm Bureau Mutual Insurance Co | 4.27% | No change | 110,000 | $20.0M |
| FMR LLC | 0.00% | Reduce -6.2% | 109,799 | $20.0M |
| New England Capital Financial Advisors LLC | 9.13% | Add +1.3% | 109,772 | $20.0M |
| Wealthspire Advisors, LLC | 0.11% | Add +46.2% | 108,054 | $19.6M |
| Advocacy Wealth Management, LLC | 1.20% | Reduce -12.3% | 107,848 | $19.6M |
| Bernardo Wealth Planning LLC | 4.25% | Add +4.8% | 107,812 | $19.6M |
| Lowe Brockenbrough & Co. Inc. | 1.10% | Reduce -1.0% | 107,279 | $19.5M |
| Toronto Dominion Bank | 0.04% | Add +177.3% | 105,286 | $19.1M |
| Advisor OS, LLC | 1.87% | Reduce -3.5% | 104,446 | $19.0M |
| Riverview Capital Advisers, LLC | 5.33% | Add +4.6% | 102,307 | $18.6M |
| Millennium Management | 0.02% | New | 101,268 | $18.4M |
| Echo45 Advisors LLC | 11.58% | Add +0.4% | 101,000 | $18.4M |
| Kaydan Wealth Management, Inc. | 5.92% | Reduce -31.3% | 99,456 | $18.1M |
| Roth Financial Partners LLC | 6.51% | Add +0.8% | 99,328 | $18.0M |
| Calydon Capital | 1.77% | Reduce -15.1% | 99,192 | $18.0M |
| Cary Street Partners Financial LLC | 0.50% | Reduce -2.3% | 98,295 | $17.9M |
| Bright Financial Advisors, Inc. | 9.90% | Add +11.3% | 98,200 | $17.8M |
| Sterneck Capital Management, LLC | 9.04% | Add +1.6% | 98,025 | $17.8M |
| Breakwater Capital Group | 2.90% | Add +2.6% | 97,977 | $17.8M |
| Raelipskie Partnership | 8.13% | Add +10.2% | 97,770 | $17.8M |
| Vaughan David Investments LLC | 0.40% | Add +0.6% | 97,750 | $17.8M |
| Compton Wealth Advisory Group, LLC | 4.49% | Add +15.4% | 97,695 | $17.8M |
| Alliancebernstein L.P. | 0.01% | Add +54.5% | 97,477 | $17.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.38% | Reduce -8.6% | 96,971 | $17.6M |
| Tradition Wealth Management, LLC | 1.40% | Reduce -1.9% | 96,755 | $17.6M |
| Montis Financial, LLC | 4.89% | Add +19.9% | 96,749 | $17.6M |
| Allen Investment Management, LLC | 0.19% | No change | 96,386 | $17.5M |
| Fairvoy Private Wealth, LLC | 4.35% | Add +2.1% | 96,322 | $17.5M |
| Wealthcare Advisory Partners LLC | 0.40% | Add +5.7% | 96,204 | $17.5M |
| Farther Finance Advisors, LLC | 0.35% | Add +6.1% | 95,969 | $17.4M |
| Ascent Wealth Partners, LLC | 2.15% | Add +3.1% | 95,662 | $17.4M |
| Aft, Forsyth & Sober, LLC | 5.83% | Add +1.1% | 95,250 | $17.3M |
| Sage Rhino Capital LLC | 3.66% | Reduce -6.4% | 95,159 | $17.3M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -72.1% | 93,639 | $17.0M |
| Biltmore Family Office, LLC | 2.86% | Add +39.1% | 93,084 | $16.9M |
| Sepio Capital, LP | 1.20% | Add +10.6% | 92,814 | $16.9M |
| Arlington Trust Co LLC | 3.28% | Add +146.2% | 92,337 | $16.8M |
| GFS Advisors, LLC | 2.29% | New | 92,278 | $16.8M |
| Peak Asset Management, LLC | 3.06% | Add +1.1% | 91,878 | $16.7M |
| Capital Investment Advisory Services, LLC | 1.36% | Reduce -2.0% | 91,163 | $16.6M |
| Sageworth Trust Co | 0.91% | Add +1.8% | 90,713 | $16.5M |
| Renaissance Technologies | 0.02% | New | 89,400 | $16.2M |
| CSS LLC | 3.01% | Reduce -10.2% | 88,932 | $16.2M |
| Ballast, Inc. | 4.22% | Add +6.1% | 88,603 | $16.1M |
| First Foundation Advisors | 0.60% | Add +12.0% | 88,482 | $16.1M |
| Port Capital LLC | 0.68% | Add +0.4% | 87,951 | $16.0M |
| Sard Wealth Management Group, LLC | 9.84% | Add +1.3% | 87,811 | $16.0M |
| Atlas Wealth LLC | 7.88% | Reduce -36.3% | 86,736 | $15.9M |
| Franklin Resources Inc. | 0.00% | Add +5.9% | 87,633 | $15.9M |
| Ieq Capital, LLC | 0.10% | Add +7.1% | 87,554 | $15.9M |
| Peak Financial Management, Inc. | 4.50% | Add +5.1% | 87,106 | $15.8M |
| Prasad Wealth Partners, LLC | 4.63% | Add +91.9% | 86,970 | $15.8M |
| Kirtland Hills Capital Management, LLC | 7.28% | Add +3.8% | 86,921 | $15.8M |
| CX Institutional | 0.55% | No change | 86,883 | $15.8M |
| Flputnam Investment Management Co. | 0.27% | Add +3.6% | 86,020 | $15.6M |
| Essex Financial Services, Inc. | 1.02% | Add +0.4% | 85,874 | $15.6M |
| AlphaCore Capital LLC | 0.59% | Reduce -0.4% | 85,503 | $15.5M |
| Dumont & Blake Investment Advisors LLC | 4.05% | Reduce -8.9% | 85,430 | $15.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.29% | Add +1.0% | 85,245 | $15.5M |
| Greenberg Financial Group | 5.77% | Add +0.3% | 72,370 | $15.4M |
| Advisor Resource Council | 7.48% | Reduce -18.2% | 83,826 | $15.2M |
| Forge Financial Services LLC | 11.23% | Add +3.4% | 82,170 | $15.0M |
| Black Swift Group, LLC | 3.01% | Reduce -49.9% | 81,880 | $14.9M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +14.2% | 81,721 | $14.9M |
| Yelin Lapidot Holdings Management Ltd. | 2.71% | Reduce -16.4% | 81,510 | $14.8M |
| CoreCap Advisors, LLC | 0.60% | Add +3.9% | 81,504 | $14.8M |
| Quest Investment Management LLC | 1.62% | Reduce -38.9% | 81,157 | $14.7M |
| Jane Street Group, LLC | 0.02% | Reduce -93.5% | 80,887 | $14.7M |
| Evernest Financial Advisors, LLC | 4.71% | Add +4.2% | 80,039 | $14.5M |
| Granby Capital Management, LLC | 8.12% | No change | 80,000 | $14.5M |
| Tudor Investment Corporation | 0.11% | Add +5.5% | 79,996 | $14.5M |
| Crews Bank & Trust | 2.28% | Add +4.9% | 79,594 | $14.5M |
| Vestmark Advisory Solutions, Inc. | 0.21% | New | 79,042 | $14.4M |
| DAVENPORT & Co LLC | 0.08% | Add +2.4% | 78,972 | $14.4M |
| ADG Wealth Management Group, LLC | 12.20% | Add +0.4% | 78,860 | $14.3M |
| Parkside Investments, LLC | 1.94% | Add +15.2% | 78,594 | $14.3M |
| Stratos Wealth Advisors, LLC | 0.75% | Add +10.4% | 78,121 | $14.2M |
| Ethos Financial Group, LLC | 1.23% | Add +12.7% | 78,101 | $14.2M |
| Cidel Asset Management Inc. | 0.85% | No change | 78,090 | $14.2M |
| Muirfield Wealth Advisors LLC | 11.20% | Add +0.1% | 77,412 | $14.1M |
| Stephens Inc. | 0.19% | Add +4.7% | 77,182 | $14.0M |
| Archer Investment Corp | 3.34% | Add +1.9% | 76,902 | $14.0M |
| RedJay Asset Management Inc. | 3.24% | No change | 76,100 | $13.8M |
| Kopp Family Office, LLC | 8.87% | Add +306.0% | 75,435 | $13.7M |
| Gladstone Institutional Advisory LLC | 0.56% | Reduce -10.9% | 74,910 | $13.6M |
| Round Rock Advisors LLC | 2.35% | Add +3.4% | 74,883 | $13.6M |
| Matthew Goff Investment Advisor, LLC | 2.50% | Reduce -31.6% | 74,351 | $13.5M |
| Valley Wealth Managers, Inc. | 0.97% | Reduce -49.9% | 74,027 | $13.5M |
| Park Place Capital Corp | 3.05% | Add +8.6% | 72,839 | $13.4M |
| Caldwell Trust Co | 1.33% | Add +0.1% | 73,116 | $13.3M |
| Pathstone Holdings, LLC | 0.05% | Reduce -19.4% | 80,547 | $13.2M |
| Second Line Capital, LLC | 3.07% | Add +6.3% | 72,588 | $13.2M |
| Perigon Wealth Management, LLC | 0.31% | Reduce -4.2% | 72,278 | $13.1M |
| Davidson Kahn Capital Management, LLC | 8.41% | Add +12.2% | 72,064 | $13.1M |
| Bleakley Financial Group, LLC | 0.33% | Add +2.9% | 71,865 | $13.1M |
| Tandem Wealth Advisors LLC | 6.46% | Add +18.0% | 71,863 | $13.1M |
| Cornerstone Wealth Group, LLC | 0.98% | Reduce -12.6% | 71,705 | $13.0M |
| Pine Ridge Advisers LLC | 0.83% | Add +574.3% | 71,640 | $13.0M |
| Focused Wealth Management, Inc | 1.57% | Add +0.4% | 70,785 | $12.9M |
| Bradley Foster & Sargent Inc. | 0.20% | Add +1.6% | 70,307 | $12.8M |
| Basso Capital Management, L.P. | 9.44% | Add +0.0% | 70,087 | $12.7M |
| Royal Fund Management, LLC | 1.36% | Reduce -5.5% | 70,006 | $12.7M |
| Inlight Wealth Management, LLC | 6.56% | Add +9.3% | 69,709 | $12.7M |
| Choate Investment Advisors | 0.27% | Reduce -12.5% | 69,564 | $12.6M |
| Harbor Investment Advisory, LLC | 1.12% | Add +6.0% | 69,228 | $12.6M |
| Cadent Capital Advisors, LLC | 4.08% | Reduce -21.7% | 68,668 | $12.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.75% | Add +4.1% | 68,500 | $12.4M |
| Wealth Advisory Solutions, LLC | 3.15% | No change | 68,366 | $12.4M |
| Johnson Investment Counsel Inc. | 0.11% | Add +0.5% | 68,122 | $12.4M |
| Sterling Manor Financial, LLC | 8.25% | Add +3.3% | 68,089 | $12.4M |
| Capital Investment Advisors, LLC | 0.21% | Add +8.4% | 66,563 | $12.1M |
| Sykon Capital LLC | 4.37% | New | 65,860 | $12.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Reduce -10.3% | 65,801 | $11.9M |
| Ausdal Financial Partners, Inc. | 0.79% | Reduce -30.6% | 64,963 | $11.8M |
| Winthrop Capital Management, LLC | 2.97% | Reduce -1.4% | 64,657 | $11.8M |
| L. Roy Papp & Associates, LLP | 1.39% | Add +1.9% | 64,600 | $11.7M |
| Integrated Advisors Network LLC | 0.53% | Add +74.6% | 64,360 | $11.7M |
| Luken Investment Analytics, LLC | 5.10% | Add +3.9% | 64,050 | $11.6M |
| Quattro Financial Advisors LLC | 4.10% | Reduce -39.1% | 63,977 | $11.6M |
| IPG Investment Advisors LLC | 2.27% | Add +0.6% | 63,878 | $11.6M |
| New Insight Wealth Advisors | 4.76% | Reduce -4.9% | 63,717 | $11.6M |
| Benjamin Edwards Inc. | 0.15% | Add +1.1% | 63,272 | $11.5M |
| Moore Capital Management, LP | 0.24% | Reduce -18.4% | 62,523 | $11.4M |
| Lake Hills Wealth Management, LLC | 6.48% | Add +12.2% | 62,283 | $11.3M |
| Chemung Canal Trust Co. | 2.36% | New | 61,873 | $11.2M |
| Citizens Financial Group Inc. | 0.18% | Add +197.1% | 61,649 | $11.2M |
| Aspen Investment Management Inc | 4.71% | Reduce -7.4% | 61,603 | $11.2M |
| Mendota Financial Group, LLC | 10.48% | Reduce -11.1% | 60,990 | $11.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.81% | Reduce -29.2% | 60,951 | $11.1M |
| Chicago Wealth Management, Inc. | 5.28% | Reduce -0.7% | 60,910 | $11.1M |
| National Philanthropic Trust | 0.15% | Add +45.4% | 60,892 | $11.1M |
| Carnegie Investment Counsel | 0.22% | Add +1.1% | 60,860 | $11.1M |
| Walled Lake Planning & Wealth Management, LLC | 3.61% | Add +3.8% | 60,843 | $11.1M |
| Atom Investors LP | 0.98% | New | 60,792 | $11.0M |
| Brown Brothers Harriman & Co. | 0.07% | Add +18.4% | 60,758 | $11.0M |
| Greenleaf Trust | 0.10% | Reduce -4.0% | 60,394 | $11.0M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +77.0% | 60,241 | $10.9M |
| Blue Investment Partners LLC | 3.81% | Add +1.1% | 59,691 | $10.8M |
| Heritage Trust Co | 1.25% | Add +6.2% | 59,473 | $10.8M |
| Evercore Wealth Management, LLC | 0.17% | Add +3.2% | 59,317 | $10.8M |
| IHT Wealth Management, LLC | 0.30% | Reduce -4.7% | 59,180 | $10.8M |
| Agf Management Ltd. | 0.05% | Reduce -0.7% | 58,910 | $10.7M |
| Hi-Line Capital Management, LLC | 3.76% | Add +27.3% | 58,364 | $10.6M |
| Courage Miller Partners, LLC | 3.35% | Add +3.2% | 58,208 | $10.6M |
| SimpliFi, Inc. | 4.62% | Add +0.3% | 57,626 | $10.5M |
| Raab & Moskowitz Asset Management LLC | 2.49% | Reduce -2.9% | 57,524 | $10.5M |
| Signal Advisors Wealth, LLC | 0.82% | Add +15.9% | 57,426 | $10.4M |
| Frank, Rimerman Advisors LLC | 0.70% | Reduce -2.1% | 56,907 | $10.3M |
| Sigma Planning Corp | 0.31% | Reduce -29.2% | 56,905 | $10.3M |
| First National Bank Sioux Falls | 3.79% | Add +37.1% | 56,843 | $10.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +0.9% | 56,623 | $10.3M |
| Kavar Capital Partners Group, LLC | 1.48% | Reduce -1.4% | 56,627 | $10.3M |
| Lifestyle Asset Management, Inc. | 4.78% | Add +2.3% | 56,389 | $10.2M |
| LM Advisors LLC | 1.32% | Reduce -6.5% | 56,312 | $10.2M |
| New England Private Wealth Advisors LLC | 1.49% | Reduce -1.5% | 54,970 | $10.2M |
| Allworth Financial LP | 0.05% | Reduce -13.3% | 55,988 | $10.2M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +65.8% | 55,952 | $10.2M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -24.4% | 55,920 | $10.2M |
| Scotia Capital Inc. | 0.05% | Reduce -3.5% | 55,760 | $10.1M |
| RFP Financial Group LLC | 4.17% | Reduce -45.3% | 55,621 | $10.1M |
| Lake Street Private Wealth, LLC | 1.44% | Add +6.7% | 55,226 | $10.0M |
| CM Wealth Advisors LLC | 2.95% | Add +29.1% | 55,148 | $10.0M |
| WFA Asset Management Corp | 5.60% | Reduce -45.2% | 60,345 | $9.9M |
| Atlas Legacy Advisors, LLC | 2.18% | Add +19.9% | 54,382 | $9.9M |
| Ruggaard & Associates LLC | 3.97% | Reduce -2.4% | 54,369 | $9.9M |
| Argent Advisors, Inc. | 3.06% | Add +1.1% | 54,326 | $9.9M |
| Clarus Group, Inc. | 3.62% | Add +0.6% | 54,259 | $9.9M |
| Acima Private Wealth, LLC | 3.36% | Add +4.6% | 54,177 | $9.8M |
| Ssa Swiss Advisors AG | 4.74% | Reduce -12.9% | 52,680 | $9.8M |
| Barings LLC | 0.23% | New | 53,853 | $9.8M |
| EP Wealth Advisors, LLC | 0.06% | Add +98.0% | 53,219 | $9.7M |
| Jacksonville Wealth Management, LLC | 7.74% | Add +11.6% | 53,004 | $9.6M |
| Cabot Wealth Management Inc. | 1.14% | Add +3.9% | 52,734 | $9.6M |
| Strategic Family Wealth Counselors, L.L.C. | 2.72% | Reduce -2.5% | 52,601 | $9.6M |
| HM Payson & Co. | 0.15% | Reduce -55.1% | 52,307 | $9.5M |
| Harbour Investments, Inc. | 0.24% | Add +3.1% | 51,830 | $9.4M |
| ZWJ Investment Counsel Inc. | 0.35% | Add +4.3% | 51,508 | $9.4M |
| Modera Wealth Management, LLC | 0.11% | Add +0.0% | 50,821 | $9.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.11% | Reduce -29.6% | 50,689 | $9.2M |
| Hancock Whitney Corp. | 0.17% | Add +8.9% | 50,399 | $9.2M |
| Burke & Herbert Bank & Trust Co. | 2.05% | Add +2.6% | 50,268 | $9.1M |
| Dorsey & Whitney Trust CO LLC | 0.48% | Add +1.7% | 50,113 | $9.1M |
| Blue Bell Private Wealth Management, LLC | 1.52% | Reduce -0.2% | 50,053 | $9.1M |
| III Capital Management | 1.82% | New | 50,000 | $9.1M |
| Quantinno Capital Management LP | 0.04% | Add +2.7% | 49,942 | $9.1M |
| Oppenheimer & Co. Inc. | 0.12% | Reduce -2.4% | 49,917 | $9.1M |
| AQR Capital Management | 0.01% | Add +20.2% | 49,875 | $9.1M |
| VestGen Advisors, LLC | 0.36% | Add +9.8% | 49,564 | $9.0M |
| Global Retirement Partners, LLC | 0.22% | — | 49,510 | $9.0M |
| LWM Advisory Services, LLC | 6.20% | Add +0.7% | 49,466 | $9.0M |
| Stonegate Investment Group, LLC | 0.23% | Add +744.1% | 49,303 | $9.0M |
| Ssi Investment Management LLC | 3.61% | Reduce -4.5% | 49,302 | $9.0M |
| Parallel Advisors, LLC | 0.18% | Reduce -23.7% | 49,074 | $8.9M |
| DeDora Capital, Inc. | 2.32% | Reduce -1.4% | 48,997 | $8.9M |
| SG Americas Securities, LLC | 0.04% | Reduce -36.2% | 48,894 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +11.0% | 48,587 | $8.8M |
| Shepherd Financial Partners LLC | 0.93% | Reduce -23.8% | 48,286 | $8.8M |
| Graham Capital Management, L.P. | 0.27% | Reduce -7.5% | 48,100 | $8.7M |
| Private Wealth Group, LLC | 4.65% | Reduce -3.7% | 48,060 | $8.7M |
| Moss Adams Wealth Advisors LLC | 0.79% | Reduce -0.3% | 48,000 | $8.7M |
| Leavell Investment Management, Inc. | 0.39% | Reduce -29.2% | 47,984 | $8.7M |
| First Financial Bank - Trust Division | 0.77% | Add +0.8% | 47,973 | $8.7M |
| Redmont Wealth Advisors LLC | 12.71% | Add +6.5% | 47,673 | $8.7M |
| Pallas Capital Advisors LLC | 0.33% | Reduce -1.5% | 47,582 | $8.6M |
| Insigneo Advisory Services, LLC | 0.74% | Add +6.8% | 47,419 | $8.6M |
| Private Client Services, LLC | 3.35% | Reduce -1.5% | 47,331 | $8.6M |
| LYNX Capital Group Ltd. | 4.13% | Add +7.4% | 47,060 | $8.6M |
| MTC Wealth Management LLC | 4.11% | Reduce -2.4% | 47,048 | $8.6M |
| Peddock Capital Advisors, LLC | 1.97% | Add +2.0% | 46,837 | $8.5M |
| Alexis Investment Partners, LLC | 3.66% | Reduce -2.2% | 46,972 | $8.5M |
| Fifth Third Bancorp | 0.03% | Add +26.7% | 46,742 | $8.5M |
| Fortress Financial Group, LLC | 7.18% | Add +15.0% | 46,648 | $8.5M |
| Blueprint Investment Partners LLC | 1.49% | New | 46,220 | $8.4M |
| Stelac Advisory Services LLC | 3.19% | No change | 46,152 | $8.4M |
| Quad-Cities Investment Group, LLC | 3.81% | Add +2.3% | 46,049 | $8.4M |
| Norris Perne & French LLP | 0.58% | Add +15.8% | 46,040 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Add +4.1% | 46,034 | $8.4M |
| Retirement Financial Solutions, LLC | 2.94% | Add +27.8% | 46,012 | $8.4M |
| Castlekeep Investment Advisors LLC | 4.07% | Add +59.2% | 45,722 | $8.3M |
| Guidance Capital, Inc. | 2.37% | Add +11.5% | 45,725 | $8.3M |
| Prism Advisors, Inc. | 2.36% | Reduce -29.2% | 45,671 | $8.3M |
| Richard W. Paul & Associates, LLC | 2.98% | Add +2.9% | 45,386 | $8.2M |
| Firestone Capital Management | 1.91% | New | 44,701 | $8.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +214.1% | 44,360 | $8.1M |
| Fortis Group Advisors, LLC | 1.46% | Reduce -50.4% | 43,786 | $8.0M |
| Blueprint Financial Advisors LLC | 2.57% | New | 44,196 | $8.0M |
| E&G Advisors, LLC | 2.08% | Add +0.3% | 44,175 | $8.0M |
| Bryn Mawr Trust Advisors, LLC | 0.44% | Add +56.8% | 43,882 | $8.0M |
| Allegheny Financial Group | 1.76% | Add +127.7% | 43,623 | $7.9M |
| TigerOak Management, L.L.C. | 2.72% | Add +7.8% | 43,611 | $7.9M |
| NewEdge Wealth, LLC | 0.12% | Reduce -11.9% | 43,302 | $7.9M |
| Rwa Wealth Partners, LLC | 0.10% | Add +4.7% | 43,292 | $7.9M |
| Koshinski Asset Management, Inc. | 0.59% | Add +3.2% | 43,078 | $7.8M |
| RVW Wealth, LLC | 0.66% | Reduce -0.8% | 42,874 | $7.8M |
| SeaBridge Investment Advisors LLC | 1.44% | Add +156.1% | 42,717 | $7.8M |
| Level Four Advisory Services, LLC | 0.28% | Reduce -34.9% | 42,546 | $7.7M |
| Prairie Sky Financial Group LLC | 4.21% | Add +0.1% | 42,134 | $7.7M |
| Rothschild Investment LLC | 0.48% | Add +5.2% | 41,952 | $7.6M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -3.4% | 41,885 | $7.6M |
| Atwood & Palmer Inc. | 0.48% | Reduce -0.1% | 41,840 | $7.6M |
| Parsons Capital Management Inc. | 0.47% | Reduce -3.0% | 41,695 | $7.6M |
| Marshall & Sterling Wealth Advisors Inc. | 5.09% | Add +2.5% | 41,492 | $7.5M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -6.3% | 40,682 | $7.4M |
| Amplius Wealth Advisors, LLC | 0.68% | Reduce -3.7% | 40,400 | $7.3M |
| First United Bank & Trust | 2.56% | Reduce -4.2% | 40,388 | $7.3M |
| Lakeshore Financial Planning, Inc. | 2.95% | Reduce -1.1% | 40,351 | $7.3M |
| Cullen/Frost Bankers, Inc. | 0.09% | Reduce -8.1% | 40,305 | $7.3M |
| Lantern Wealth Advisors, LLC | 4.34% | — | 40,091 | $7.3M |
| Ancora Advisors LLC | 0.15% | Reduce -2.0% | 39,905 | $7.3M |
| Herold Advisors, Inc. | 1.51% | Add +0.7% | 39,696 | $7.2M |
| Navalign, LLC | 1.99% | Add +2.9% | 39,682 | $7.2M |
| Prospera Financial Services Inc | 0.13% | Add +10.0% | 39,350 | $7.2M |
| Bcwm, LLC | 2.27% | Add +7.8% | 39,307 | $7.1M |
| New England Asset Management Inc. | 1.16% | No change | 39,190 | $7.1M |
| Independent Financial Group, LLC | 0.20% | Add +16.8% | 39,167 | $7.1M |
| Foundations Investment Advisors, LLC | 0.11% | Add +66.0% | 39,084 | $7.1M |
| Founders Financial Securities LLC | 0.54% | Add +9.6% | 39,017 | $7.1M |
| Simplex Trading, LLC | 0.19% | New | 38,899 | $7.1M |
| Intrepid Financial Planning Group LLC | 2.96% | Reduce -1.2% | 38,766 | $7.0M |
| BostonPremier Wealth LLC | 3.89% | Reduce -0.1% | 38,630 | $7.0M |
| Haverford Trust Co | 0.07% | Reduce -5.6% | 38,539 | $7.0M |
| Curbstone Financial Management Corp | 1.43% | Reduce -1.4% | 38,233 | $6.9M |
| First Washington CORP | 2.24% | Add +33.5% | 38,227 | $6.9M |
| Retirement Income Solutions, Inc. | 1.27% | Add +6.5% | 37,981 | $6.9M |
| Well Done, LLC | 1.28% | Reduce -9.7% | 37,528 | $6.8M |
| SCS Capital Management LLC | 0.08% | Reduce -3.8% | 37,432 | $6.8M |
| NDWM LLC | 4.90% | Reduce -0.0% | 36,820 | $6.7M |
| Johnson Bixby & Associates, LLC | 0.91% | Reduce -2.1% | 36,472 | $6.6M |
| CapWealth Advisors, LLC | 0.65% | Add +4.9% | 36,453 | $6.6M |
| Instrumental Wealth, LLC | 5.27% | Add +3.3% | 36,375 | $6.6M |
| Partnership Wealth Management, LLC | 5.34% | Add +0.0% | 36,313 | $6.6M |
| Magnus Financial Group LLC | 0.58% | Reduce -4.8% | 36,292 | $6.6M |
| Birchcreek Wealth Management, LLC | 3.68% | Add +7.0% | 35,772 | $6.5M |
| HT Partners LLC | 1.98% | Add +1122.1% | 35,721 | $6.5M |
| Hilltop National Bank | 1.68% | — | 35,374 | $6.4M |
| Commerce Bank | 0.04% | Add +96.7% | 34,890 | $6.3M |
| IFG Advisors, LLC | 1.05% | Add +0.2% | 34,370 | $6.2M |
| Fire Capital Management LLC | 3.96% | Add +28.5% | 34,353 | $6.2M |
| WealthShield Partners, LLC | 0.75% | Reduce -3.0% | 34,220 | $6.2M |
| Modus Advisors, LLC | 1.85% | Add +1.1% | 34,194 | $6.2M |
| Confluence Wealth Services, Inc. | 0.34% | Reduce -1.0% | 34,190 | $6.2M |
| Fca Corp. | 1.86% | Add +0.1% | 34,169 | $6.2M |
| Turim 21 Investimentos Ltda. | 1.21% | Reduce -75.7% | 34,158 | $6.2M |
| Sagace Wealth Management LLC | 4.62% | Reduce -8.4% | 34,021 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +20.8% | 33,941 | $6.2M |
| GC Wealth Management RIA, LLC | 0.50% | Reduce -16.6% | 33,788 | $6.1M |
| Northern Trust Corp. | 0.00% | Add +2.5% | 33,779 | $6.1M |
| Modern Wealth Management, LLC | 0.15% | Add +4.3% | 33,590 | $6.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -95.4% | 33,425 | $6.1M |
| Visionary Horizons, LLC | 3.84% | Add +21.3% | 33,388 | $6.1M |
| Bessemer Group Inc. | 0.01% | Reduce -15.5% | 33,364 | $6.1M |
| Tocqueville Asset Management L.P. | 0.09% | Reduce -13.7% | 33,300 | $6.1M |
| McHugh Group, LLC | 4.07% | Reduce -1.2% | 33,094 | $6.0M |
| Ironwood Financial, llc | 1.29% | No change | 34,676 | $6.0M |
| Precedent Wealth Partners, LLC | 1.47% | Add +20.9% | 32,968 | $6.0M |
| Northeast Financial Consultants Inc | 0.24% | Add +9.7% | 32,840 | $6.0M |
| Baring Financial LLC | 4.45% | Add +7.7% | 32,805 | $6.0M |
| Eldridge Investment Advisors, Inc. | 1.24% | Reduce -2.7% | 32,749 | $6.0M |
| Gateway Wealth Partners, LLC | 1.12% | Reduce -0.9% | 32,544 | $5.9M |
| Garden State Investment Advisory Services LLC | 1.59% | Reduce -15.7% | 32,315 | $5.9M |
| Talon Private Wealth, LLC | 0.81% | Reduce -2.2% | 32,369 | $5.9M |
| CMG Global Holdings, LLC | 3.09% | Add +44.5% | 31,432 | $5.9M |
| Stone Summit Wealth LLC | 1.81% | Reduce -1.2% | 32,213 | $5.9M |
| Bulltick Wealth Management, LLC | 1.44% | Add +0.1% | 32,201 | $5.9M |
| Signal Tree Financial Partners LLC | 5.03% | Reduce -18.2% | 32,154 | $5.8M |
| Smith, Moore & Co. | 0.49% | Reduce -2.9% | 31,923 | $5.8M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -13.6% | 31,871 | $5.8M |
| Floyd Financial Group LLC | 5.35% | Reduce -6.6% | 31,245 | $5.8M |
| Cordgrass Capital Advisors, LLC | 1.56% | Add +43.7% | 31,765 | $5.8M |
| PMG Wealth Management, Inc. | 4.75% | Reduce -0.6% | 31,662 | $5.8M |
| Fifth Third Wealth Advisors LLC | 0.24% | Reduce -27.9% | 31,498 | $5.7M |
| Focus Financial Network, Inc. | 0.22% | Add +3.0% | 31,248 | $5.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.78% | Reduce -9.7% | 31,197 | $5.7M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +14.3% | 31,171 | $5.7M |
| Elgethun Capital Management | 1.14% | Add +25.3% | 31,087 | $5.6M |
| Grant Street Asset Management, Inc. | 1.27% | Reduce -5.5% | 30,920 | $5.6M |
| Atlantic Edge Private Wealth Management, LLC | 1.54% | Reduce -45.9% | 30,907 | $5.6M |
| Connecticut Wealth Management, LLC | 0.27% | Reduce -1.1% | 30,738 | $5.6M |
| Inkwell Capital LLC | 5.98% | Reduce -0.6% | 30,643 | $5.6M |
| General American Investors Co. Inc. | 0.37% | No change | 30,611 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +141.2% | 30,609 | $5.6M |
| Phoenix Wealth Advisors | 2.31% | Add +2.5% | 30,369 | $5.5M |
| Benchmark Financial Wealth Advisors, LLC | 1.82% | Reduce -0.0% | 30,363 | $5.5M |
| Cypress Capital Group | 0.69% | Add +23.2% | 30,285 | $5.5M |
| Cherry Tree Wealth Management, LLC | 1.27% | Reduce -3.4% | 30,063 | $5.5M |
| Roundview Capital LLC | 0.36% | Reduce -2.5% | 29,994 | $5.5M |
| Cape Investment Advisory, Inc. | 1.99% | Add +0.5% | 29,936 | $5.4M |
| Great Diamond Partners, LLC | 1.15% | Add +1.1% | 29,927 | $5.4M |
| Global Wealth Management, LLC | 2.96% | Add +32.3% | 29,238 | $5.4M |
| CRA Financial Services, LLC | 0.82% | Add +0.4% | 29,675 | $5.4M |
| Vontobel Holding Ltd. | 0.02% | Reduce -1.2% | 29,481 | $5.4M |
| Delta Wealth Advisors LLC | 4.48% | Reduce -6.8% | 29,455 | $5.4M |
| Simmons Bank | 0.38% | Reduce -3.8% | 29,362 | $5.3M |
| Taylor & Morgan Wealth Management, LLC | 3.59% | Reduce -1.1% | 29,288 | $5.3M |
| Analyst IMS Investment Management Services Ltd. | 0.18% | Add +22.1% | 29,280 | $5.3M |
| Pinnacle Wealth Management Group, Inc. | 3.05% | Add +1.5% | 29,272 | $5.3M |
| Thoroughbred Financial Services, LLC | 0.37% | Reduce -23.7% | 29,220 | $5.3M |
| Lumbard & Kellner, LLC | 2.30% | Reduce -39.5% | 29,088 | $5.3M |
| FineMark National Bank & Trust | 0.18% | Add +23.8% | 29,085 | $5.3M |
| Financial Guidance Group, Inc. | 2.55% | Add +7.7% | 28,899 | $5.3M |
| Paces Ferry Wealth Advisors, LLC | 2.40% | Add +9.8% | 28,718 | $5.2M |
| Darrow Company, Inc. | 2.63% | Reduce -0.9% | 28,546 | $5.2M |
| Optima Capital LLC | 2.79% | Add +6.6% | 28,520 | $5.2M |
| Tranquilli Financial Advisor LLC | 3.20% | Add +5.3% | 28,475 | $5.2M |
| Partners Capital Investment Group, LLP | 0.21% | Reduce -43.4% | 28,448 | $5.2M |
| San Luis Wealth Advisors LLC | 1.11% | New | 28,369 | $5.2M |
| Azimuth Capital Investment Management LLC | 0.19% | Add +9.3% | 28,285 | $5.1M |
| Horizon Wealth Management, LLC | 0.90% | Reduce -3.0% | 28,237 | $5.1M |
| Abundance Wealth Counselors | 0.95% | Add +4.4% | 27,952 | $5.1M |
| Grange Capital, LLC | 5.31% | Reduce -23.0% | 27,947 | $5.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.97% | Reduce -3.2% | 27,689 | $5.1M |
| Vantage Financial Partners, LLC | 1.16% | Add +1133.6% | 27,755 | $5.0M |
| Milestone Investment Advisors LLC | 1.31% | Reduce -4.5% | 27,553 | $5.0M |
| Meridian Investment Counsel Inc. | 1.36% | No change | 27,550 | $5.0M |
| Wealthfront Advisers LLC | 0.01% | Add +23.9% | 27,476 | $5.0M |
| Redhawk Wealth Advisors, Inc. | 0.62% | Add +1.2% | 27,360 | $5.0M |
| Marino, Stram & Associates LLC | 1.00% | Add +5.7% | 27,304 | $5.0M |
| BlueChip Wealth Advisors LLC | 2.04% | Add +9.4% | 27,273 | $5.0M |
| Calamos Wealth Management LLC | 0.21% | Add +1586.9% | 27,092 | $4.9M |
| Orion Capital Management LLC | 1.87% | Add +0.1% | 27,008 | $4.9M |
| Sage Capital Management, LLC | 2.35% | Reduce -1.0% | 26,873 | $4.9M |
| FSM Wealth Advisors, LLC | 0.79% | New | 26,551 | $4.9M |
| Advisors Preferred, LLC | 0.80% | Reduce -1.4% | 26,497 | $4.9M |
| World Investment Advisors | 0.11% | Reduce -14.8% | 26,788 | $4.9M |
| Access Financial Services, Inc. | 1.82% | Reduce -5.5% | 26,451 | $4.8M |
| Clear Harbor Asset Management, LLC | 0.36% | Add +10.2% | 26,435 | $4.8M |
| HBK Sorce Advisory LLC | 0.13% | Add +0.3% | 26,315 | $4.8M |
| Pettyjohn, Wood & White, Inc. | 0.85% | Add +2.0% | 26,260 | $4.8M |
| Market Street Wealth Management Advisors LLC | 0.78% | Reduce -2.5% | 26,250 | $4.8M |
| Atria Investments, Inc | 0.06% | Reduce -33.3% | 26,234 | $4.8M |
| GM Advisory Group, LLC | 0.23% | Add +22.7% | 26,157 | $4.8M |
| Graypoint LLC | 0.27% | Add +13.4% | 26,156 | $4.8M |
| Wakefield Asset Management LLLP | 1.33% | Reduce -24.7% | 26,133 | $4.7M |
| Lester Murray Antman dba SimplyRich | 1.32% | No change | 26,084 | $4.7M |
| Pettinga Financial Advisors LLC | 1.04% | Reduce -38.3% | 26,067 | $4.7M |
| SkyView Investment Advisors, LLC | 0.68% | Reduce -6.0% | 26,034 | $4.7M |
| Strategy Asset Managers LLC | 0.88% | Reduce -17.7% | 25,887 | $4.7M |
| Tactive Advisors, LLC | 1.52% | — | 25,807 | $4.7M |
| Balefire, LLC | 1.02% | New | 25,753 | $4.7M |
| Park Avenue Securities LLC | 0.04% | Reduce -69.0% | 25,722 | $4.7M |
| Fonville Wealth Management LLC | 1.17% | Add +56.4% | 25,526 | $4.6M |
| Mutual Advisors, LLC | 0.12% | Reduce -1.1% | 24,583 | $4.6M |
| Snowden Capital Advisors LLC | 0.14% | Add +0.2% | 25,360 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +3.8% | 25,222 | $4.6M |
| Birch Hill Investment Advisors LLC | 0.20% | Add +4.7% | 25,217 | $4.6M |
| Nwam LLC | 0.27% | Add +395.7% | 25,145 | $4.6M |
| Genesis Private Wealth, LLC | 2.15% | Add +3.7% | 25,087 | $4.6M |
| Defined Wealth Management, LLC | 2.79% | Reduce -0.4% | 24,803 | $4.5M |
| Cannon Advisors, Inc. | 3.62% | Add +0.9% | 24,767 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +5.0% | 24,665 | $4.5M |
| PFG Advisors | 0.21% | Reduce -14.7% | 24,522 | $4.5M |
| Bison Wealth, LLC | 0.35% | Add +18.7% | 24,108 | $4.5M |
| Investment Advisory Services Inc. /TX | 1.48% | Add +13.6% | 24,451 | $4.4M |
| Oxbow Advisors, LLC | 0.49% | Reduce -8.6% | 24,346 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -50.7% | 24,342 | $4.4M |
| CHURCHILL MANAGEMENT Corp | 0.05% | Reduce -7.3% | 24,221 | $4.4M |
| StoneCrest Wealth Management, Inc. | 2.07% | Add +2.4% | 23,921 | $4.3M |
| Counterweight Ventures, LLC | 2.83% | Add +1.9% | 23,848 | $4.3M |
| Oliver Lagore Vanvalin Investment Group | 1.70% | — | 25,013 | $4.3M |
| Raffa Wealth Management, LLC | 0.86% | Add +0.4% | 23,672 | $4.3M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -99.0% | 23,669 | $4.3M |
| Madison Wealth Partners, Inc | 0.94% | Reduce -14.3% | 23,603 | $4.3M |
| Black Maple Capital Management LP | 2.97% | Reduce -21.6% | 23,600 | $4.3M |
| Cannell & Spears LLC | 0.09% | Reduce -1.2% | 23,525 | $4.3M |
| Evoke Wealth, LLC | 0.10% | Add +1.3% | 23,444 | $4.3M |
| O'ROURKE & COMPANY, Inc | 1.98% | Reduce -1.4% | 23,361 | $4.2M |
| Simplicity Wealth,LLC | 0.18% | Add +93.6% | 23,320 | $4.2M |
| Koss-Olinger Consulting, LLC | 0.35% | Reduce -1.2% | 23,250 | $4.2M |
| CVFG LLC | 3.35% | Add +5.1% | 23,231 | $4.2M |
| Fulton Breakefield Broenniman LLC | 0.28% | Reduce -2.3% | 23,148 | $4.2M |
| RMR Capital Management, LLC | 2.99% | Reduce -3.6% | 23,021 | $4.2M |
| Pinnacle Financial Partners Inc | 0.09% | Reduce -3.2% | 22,980 | $4.2M |
| Lunt Capital Management, Inc. | 1.59% | Reduce -21.7% | 22,916 | $4.2M |
| Joseph P. Lucia & Associates, LLC | 1.70% | Add +7.1% | 22,806 | $4.1M |
| Willis Investment Counsel | 0.24% | Add +61.3% | 22,742 | $4.1M |
| Beese Fulmer Investment Management, Inc. | 0.31% | Add +655.7% | 22,619 | $4.1M |
| Trilogy Capital Inc. | 0.20% | Reduce -86.3% | 22,616 | $4.1M |
| Sheets Smith Wealth Management | 0.48% | Reduce -41.4% | 22,533 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -3.8% | 22,431 | $4.1M |
| Rhumbline Advisers | 0.00% | Add +46.5% | 22,322 | $4.1M |
| Catalina Capital Group, LLC | 2.73% | Reduce -1.2% | 22,291 | $4.1M |
| Diversified Trust Co. | 0.09% | Reduce -1.8% | 22,175 | $4.0M |
| Gator Capital Management, LLC | 1.25% | Add +0.4% | 22,107 | $4.0M |
| Axiom Financial Strategies, LLC | 2.24% | New | 22,098 | $4.0M |
| International Assets Investment Management, LLC | 0.32% | Reduce -8.7% | 22,095 | $4.0M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +8.8% | 22,083 | $4.0M |
| Roger Wittlin Investment Advisory, LLC | 2.23% | Reduce -15.5% | 21,977 | $4.0M |
| Steel Grove Capital Advisors, LLC | 0.47% | Add +7.7% | 21,786 | $4.0M |
| Excalibur Management Corp. | 1.49% | Reduce -1.2% | 21,758 | $4.0M |
| Kelleher Financial Advisors | 1.37% | Add +18.2% | 21,645 | $3.9M |
| Silver Oak Securities, Incorporated | 0.33% | Reduce -26.0% | 21,627 | $3.9M |
| Howland Capital Management LLC | 0.16% | No change | 21,587 | $3.9M |
| Meridian Financial Advisors, LLC | 2.54% | Add +3.7% | 21,571 | $3.9M |
| GWN Securities Inc. | 0.73% | Reduce -83.4% | 21,502 | $3.9M |
| Acorn Wealth Advisors, LLC | 1.46% | Add +11.5% | 21,535 | $3.9M |
| Patten & Patten Inc. | 0.25% | Add +21.3% | 21,410 | $3.9M |
| Bailard, Inc. | 0.09% | Reduce -60.0% | 21,399 | $3.9M |
| Maltin Wealth Management, Inc. | 1.75% | Add +8.3% | 21,375 | $3.9M |
| Equity Investment Corp. | 0.09% | Add +0.4% | 21,369 | $3.9M |
| Coastal Bridge Advisors, LLC | 0.32% | Add +7.6% | 21,323 | $3.9M |
| Menora Mivtachim Holdings LTD. | 0.02% | Add +9.1% | 21,265 | $3.9M |
| Bokf, NA | 0.06% | Add +2.0% | 21,060 | $3.8M |
| Hilltop Holdings Inc. | 0.24% | Add +4.1% | 20,927 | $3.8M |
| BlueCrest Capital Management Ltd | 0.53% | New | 20,913 | $3.8M |
| Trueblood Wealth Management, LLC | 1.58% | Add +15.8% | 20,795 | $3.8M |
| Central Pacific Bank - Trust Division | 0.50% | Reduce -9.1% | 20,775 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -77.9% | 20,746 | $3.8M |
| Weil Company, Inc. | 0.99% | Reduce -35.7% | 20,703 | $3.8M |
| Curi Capital, LLC | 0.07% | Add +64.9% | 20,591 | $3.7M |
| CPC Advisors, LLC | 0.47% | Reduce -1.6% | 20,570 | $3.7M |
| Viawealth, LLC | 2.20% | Reduce -16.0% | 20,506 | $3.7M |
| Krilogy Financial LLC | 0.21% | Add +39.0% | 20,348 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -40.5% | 20,332 | $3.7M |
| Centaurus Financial, Inc. | 0.21% | Reduce -2.3% | 20,254 | $3.7M |
| Moors & Cabot, Inc. | 0.17% | Add +45.7% | 20,155 | $3.7M |
| Romano Brothers and Company | 0.45% | Add +8.8% | 20,130 | $3.7M |
| Jacobi Capital Management LLC | 0.24% | Reduce -1.1% | 20,126 | $3.7M |
| Carret Asset Management, LLC | 0.39% | Add +12.4% | 20,025 | $3.6M |
| Lockheed Martin Investment Management Co. | 0.13% | Reduce -81.7% | 20,000 | $3.6M |
| Sunpointe, LLC | 1.44% | Add +11.6% | 19,981 | $3.6M |
| Bearing Point Capital, LLC | 0.67% | New | 19,962 | $3.6M |
| First National Bank of Mount Dora, Trust Investment Services | 0.82% | No change | 19,927 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -12.8% | 19,867 | $3.6M |
| First PREMIER Bank | 0.87% | Add +2.6% | 19,847 | $3.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.26% | Reduce -1.3% | 19,802 | $3.6M |
| Gries Financial LLC | 0.65% | No change | 19,735 | $3.6M |
| Clear Creek Financial Management, LLC | 0.34% | Reduce -29.1% | 19,711 | $3.6M |
| REDW Wealth LLC | 1.42% | Reduce -12.3% | 19,618 | $3.6M |
| Rye Brook Capital LLC | 3.71% | Reduce -6.7% | 19,550 | $3.6M |
| Telos Capital Management, Inc. | 0.36% | Add +7.8% | 19,502 | $3.5M |
| Maripau Wealth Management LLC | 1.78% | Reduce -12.1% | 19,331 | $3.5M |
| Evolution Wealth Advisors, LLC | 0.52% | No change | 19,436 | $3.5M |
| Kelly Financial Group LLC | 1.02% | Reduce -43.3% | 19,419 | $3.5M |
| Mosaic Financial Group, LLC | 2.70% | Add +3.1% | 19,392 | $3.5M |
| Kennicott Capital Management LLC | 2.00% | Add +4.1% | 19,329 | $3.5M |
| Sax Wealth Advisors, LLC | 0.21% | Add +105.3% | 19,281 | $3.5M |
| First National Trust Co | 0.13% | Reduce -0.4% | 19,219 | $3.5M |
| Costello Asset Management, INC | 1.31% | Add +7.4% | 19,138 | $3.5M |
| Financial Enhancement Group LLC | 0.50% | Reduce -0.9% | 18,832 | $3.5M |
| Garner Asset Management Corp | 1.61% | Reduce -28.2% | 19,070 | $3.5M |
| Permanens Capital L.P. | 0.47% | Add +560.5% | 19,069 | $3.5M |
| Wick Capital Partners, LLC | 0.90% | Add +1143.9% | 240,903 | $3.5M |
| KPP Advisory Services LLC | 0.57% | Add +5.8% | 19,035 | $3.5M |
| Prostatis Group LLC | 0.98% | Reduce -31.1% | 18,927 | $3.4M |
| Baker Ellis Asset Management LLC | 0.47% | Reduce -1.3% | 18,924 | $3.4M |
| Highland Capital Management, LLC | 0.18% | Reduce -0.4% | 18,772 | $3.4M |
| Moloney Securities Asset Management, LLC | 0.42% | Reduce -0.7% | 18,697 | $3.4M |
| Quantbot Technologies LP | 0.09% | New | 18,659 | $3.4M |
| Apexium Financial, LP | 0.18% | Add +1.2% | 18,588 | $3.4M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -58.4% | 18,584 | $3.4M |
| Ironsides Asset Advisors, LLC | 0.96% | Add +0.0% | 18,240 | $3.3M |
| Aspiriant, LLC | 0.11% | Reduce -12.5% | 18,223 | $3.3M |
| WASHINGTON TRUST Co | 0.12% | Add +13.0% | 18,206 | $3.3M |
| Keystone Financial Group | 0.30% | Add +2.2% | 18,187 | $3.3M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -19.8% | 18,161 | $3.3M |
| YHB Investment Advisors, Inc. | 0.25% | Add +59.8% | 18,144 | $3.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +5.8% | 18,137 | $3.3M |
| Flagstar Securities, Inc. | 0.91% | Reduce -3.7% | 18,102 | $3.3M |
| Tidal Investments LLC | 0.02% | Add +37.6% | 18,099 | $3.3M |
| Merit Financial Group, LLC | 0.04% | Add +26.9% | 18,087 | $3.3M |
| Global Financial Private Client, LLC | 1.23% | Add +8.0% | 18,066 | $3.3M |
| Renasant Bank | 2.18% | Reduce -8.2% | 17,970 | $3.3M |
| Wellspring Financial Advisors, LLC | 0.29% | Reduce -6.3% | 17,952 | $3.3M |
| Creative Financial Designs Inc. | 0.23% | Add +15.2% | 17,948 | $3.3M |
| Tradewinds, LLC. | 2.45% | Add +1192.1% | 17,779 | $3.2M |
| Merkkuri Wealth Advisors LLC | 2.45% | Reduce -5.1% | 17,779 | $3.2M |
| Cowa, LLC | 1.23% | Reduce -57.8% | 17,754 | $3.2M |
| LexAurum Advisors, LLC | 0.51% | Add +5.8% | 17,699 | $3.2M |
| Van Hulzen Asset Management, LLC | 0.27% | Add +6.9% | 17,639 | $3.2M |
| Martel Wealth Advisors LLC | 0.59% | Reduce -3.3% | 17,634 | $3.2M |
| Legacy Private Trust Co. | 0.21% | Reduce -4.0% | 17,625 | $3.2M |
| Verity Asset Management, Inc. | 1.53% | Reduce -0.4% | 17,596 | $3.2M |
| GEM Asset Management, LLC | 1.63% | Add +1.6% | 17,339 | $3.2M |
| Louisbourg Investments Inc. | 0.75% | Add +4.0% | 23,650 | $3.2M |
| Freedom Day Solutions, LLC | 0.93% | Add +35.9% | 17,274 | $3.1M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -27.8% | 17,230 | $3.1M |
| Picton Mahoney Asset Management | 0.04% | Add +0.5% | 17,231 | $3.1M |
| Jordan Park Group LLC | 0.20% | No change | 17,200 | $3.1M |
| Mgo One Seven LLC | 0.10% | Add +8.2% | 17,169 | $3.1M |
| Ciovacco Capital Management LLC | 1.68% | Reduce -46.4% | 17,016 | $3.1M |
| Williams Jones Wealth Management, LLC. | 0.04% | Reduce -6.1% | 16,968 | $3.1M |
| NovaPoint Capital, LLC | 0.94% | Add +0.1% | 16,860 | $3.1M |
| Bouchey Financial Group, Ltd. | 0.25% | Reduce -0.9% | 16,850 | $3.1M |
| Brightwater Advisory LLC | 2.20% | Reduce -1.3% | 16,799 | $3.1M |
| Algorithmic Investment Models, LLC | 2.08% | Add +10.6% | 16,699 | $3.0M |
| Independent Advisor Alliance | 0.09% | Reduce -30.4% | 16,639 | $3.0M |
| Two Sigma Securities, LLC | 0.37% | New | 16,615 | $3.0M |
| Wedbush Securities Inc. | 0.11% | Add +8.4% | 16,586 | $3.0M |
| Sowell Financial Services LLC | 0.12% | Add +7.4% | 16,527 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Add +1.3% | 16,387 | $3.0M |
| Summit Investment Advisors, Inc. | 2.45% | Add +1.8% | 16,366 | $3.0M |
| Park Square Financial Group, LLC | 2.13% | Reduce -23.4% | 16,165 | $2.9M |
| Lanark Financial, Inc. | 0.24% | Reduce -0.8% | 16,113 | $2.9M |
| Keystone Global Partners, LLC | 1.59% | Add +38.2% | 16,078 | $2.9M |
| Delta Investment Management, LLC | 0.56% | Add +0.1% | 15,967 | $2.9M |
| BigSur Wealth Management LLC | 0.73% | Add +6.7% | 15,884 | $2.9M |
| Epiq Partners, LLC | 1.53% | Add +5.0% | 15,874 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.51% | Reduce -1.8% | 15,637 | $2.8M |
| St Germain D J Co. Inc. | 0.12% | Reduce -1.4% | 15,591 | $2.8M |
| Voisard Asset Management Group, Inc. | 0.73% | Reduce -36.8% | 15,535 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 15,527 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -76.8% | 15,460 | $2.8M |
| WealthTrust Asset Management, LLC | 2.09% | Reduce -11.1% | 15,376 | $2.8M |
| Moneco Advisors, LLC | 0.26% | Reduce -17.8% | 15,347 | $2.8M |
| Smith Anglin Financial, LLC | 0.25% | Reduce -27.9% | 15,271 | $2.8M |
| Peirce Capital Management, LLC | 1.23% | New | 15,252 | $2.8M |
| Itau Unibanco Holding S.A. | 0.11% | Reduce -54.0% | 15,226 | $2.8M |
| Drexel Morgan & Co. | 0.49% | No change | 15,215 | $2.8M |
| Founders Financial Alliance, LLC | 0.63% | Add +41.2% | 15,190 | $2.8M |
| LCNB Corp. | 0.97% | Reduce -24.7% | 15,184 | $2.8M |
| Tandem Investment Partners LLC | 2.40% | Add +4.0% | 15,125 | $2.7M |
| Legacy Capital Wealth Partners, LLC | 0.62% | New | 15,079 | $2.7M |
| Schrum Private Wealth Management LLC | 2.19% | Reduce -4.2% | 15,030 | $2.7M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -44.6% | 14,713 | $2.7M |
| Intellectus Partners, LLC | 0.59% | Add +10.1% | 14,955 | $2.7M |
| Keystone Wealth Services, LLC | 0.65% | Add +44.9% | 14,858 | $2.7M |
| AdvisorNet Financial, Inc | 0.17% | Add +0.2% | 14,848 | $2.7M |
| Private Trust Co. NA | 0.26% | Reduce -2.3% | 14,840 | $2.7M |
| Marco Investment Management LLC | 0.22% | Reduce -0.1% | 14,718 | $2.7M |
| American Capital Advisory, LLC | 1.33% | Add +23.4% | 14,633 | $2.7M |
| Meadow Creek Wealth Advisors LLC | 1.79% | Add +6.6% | 14,584 | $2.7M |
| Tsfg, LLC | 0.48% | Reduce -5.8% | 14,557 | $2.6M |
| Davis R M Inc. | 0.05% | Reduce -0.7% | 14,556 | $2.6M |
| Cushing Capital Partners, LLC | 2.22% | Add +3.9% | 14,483 | $2.6M |
| Belpointe Asset Management LLC | 0.11% | Reduce -13.6% | 14,415 | $2.6M |
| Smith Chas P & Associates Pa Cpas | 0.15% | Add +593.1% | 14,403 | $2.6M |
| Klingman & Associates, LLC | 0.14% | Reduce -1.7% | 14,178 | $2.6M |
| Farmers National Bank | 0.68% | Add +3.3% | 14,166 | $2.6M |
| Fortune Financial Advisors, LLC | 2.07% | Reduce -0.7% | 14,140 | $2.6M |
| Waterford Advisors, LLC | 0.94% | Reduce -95.1% | 762 | $2.5M |
| Charis Legacy Partners, LLC | 4.19% | No change | 13,981 | $2.5M |
| Soundwatch Capital LLC | 0.43% | Add +2.8% | 14,205 | $2.5M |
| Godshalk Welsh Capital Management, Inc. | 1.56% | Reduce -4.5% | 13,946 | $2.5M |
| Wingate Wealth Advisors, Inc. | 2.25% | Reduce -6.5% | 13,931 | $2.5M |
| Arkos Global Advisors | 0.35% | Reduce -5.0% | 13,871 | $2.5M |
| MJP Associates Inc. | 0.37% | Reduce -1.4% | 13,831 | $2.5M |
| Heritage Wealth Advisors | 0.12% | No change | 13,798 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Add +154.2% | 13,741 | $2.5M |
| Francis Financial, Inc. | 0.58% | Reduce -1.5% | 13,732 | $2.5M |
| Cahill Financial Advisors Inc. | 0.31% | Reduce -2.7% | 13,698 | $2.5M |
| Delos Wealth Advisors, LLC | 1.94% | Reduce -4.4% | 13,658 | $2.5M |
| Lyell Wealth Management, LP | 0.20% | Reduce -24.8% | 13,615 | $2.5M |
| Wood Tarver Financial Group, LLC | 0.74% | Add +31.9% | 13,611 | $2.5M |
| Tranquility Partners, LLC | 0.88% | Reduce -2.3% | 13,569 | $2.5M |
| WealthPLAN Partners, LLC | 0.40% | Add +8.4% | 13,546 | $2.5M |
| Empowered Funds, LLC | 0.03% | Add +39.7% | 13,493 | $2.5M |
| Fiduciary Group, LLC | 0.23% | Reduce -8.1% | 13,467 | $2.4M |
| Cambridge Capital Management, LLC | 1.31% | Reduce -1.2% | 13,455 | $2.4M |
| ORG Partners LLC | 0.53% | Add +30.2% | 13,157 | $2.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.44% | No change | 13,103 | $2.4M |
| Burns J W & Co. Inc. | 0.29% | Add +0.8% | 13,224 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.54% | Reduce -65.3% | 13,218 | $2.4M |
| Osborne Partners Capital Management, LLC | 0.13% | Reduce -5.1% | 13,216 | $2.4M |
| Laraway Financial Advisors Inc | 1.80% | Add +0.2% | 13,052 | $2.4M |
| SlateStone Wealth, LLC | 0.22% | Add +3.4% | 12,991 | $2.4M |
| Chicago Partners Investment Group LLC | 0.07% | Add +1.1% | 12,568 | $2.4M |
| Procyon Advisors, LLC | 0.22% | Add +0.9% | 12,917 | $2.3M |
| Provident Wealth Management, LLC | 0.77% | Reduce -8.1% | 12,911 | $2.3M |
| Whittier Trust Co. | 0.03% | Add +23.4% | 12,899 | $2.3M |
| CoreFirst Bank & Trust | 1.32% | Add +2.0% | 12,856 | $2.3M |
| Twelve Points Wealth Management LLC | 0.63% | Reduce -2.7% | 12,846 | $2.3M |
| BCS Private Wealth Management, Inc. | 0.88% | — | 12,803 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -58.1% | 12,799 | $2.3M |
| First Merchants Corp. | 0.09% | Reduce -5.5% | 12,730 | $2.3M |
| Battery Global Advisors, LLC | 1.13% | Add +0.4% | 12,655 | $2.3M |
| Conservest Capital Advisors, Inc. | 0.23% | Reduce -3.6% | 12,547 | $2.3M |
| Verition Fund Management LLC | 0.01% | New | 12,500 | $2.3M |
| Welch Capital Partners LLC | 0.51% | No change | 12,488 | $2.3M |
| Fourth Dimension Wealth, LLC | 0.96% | Add +9.7% | 12,476 | $2.3M |
| Compass Wealth Management, LLC | 1.21% | — | 12,455 | $2.3M |
| Pension & Wealth Management Advisors, Inc. | 0.76% | Add +0.3% | 12,421 | $2.3M |
| Greenwich Wealth Management LLC | 0.11% | Reduce -0.9% | 12,410 | $2.3M |
| Meridian Wealth Management, LLC | 0.10% | Add +4.8% | 12,403 | $2.3M |
| Tudor Financial Inc. | 1.27% | Add +4.8% | 12,369 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -85.8% | 12,262 | $2.2M |
| Triangle Securities Wealth Management | 0.55% | Add +7.0% | 12,305 | $2.2M |
| Riverbend Wealth Management, LLC | 1.69% | Reduce -5.0% | 12,269 | $2.2M |
| Integrity Alliance, Llc. | 0.12% | Add +413.8% | 12,259 | $2.2M |
| Monument Capital Management | 0.58% | Reduce -5.7% | 12,246 | $2.2M |
| Sincerus Advisory, LLC | 2.09% | Add +3.8% | 11,846 | $2.2M |
| BOK Financial Private Wealth, Inc. | 0.15% | No change | 12,199 | $2.2M |
| MTM Investment Management, LLC | 0.74% | Reduce -0.9% | 12,176 | $2.2M |
| First Heartland Consultants, Inc. | 0.20% | Add +137.6% | 12,125 | $2.2M |
| Litman Gregory Wealth Management LLC | 0.17% | Add +3.6% | 12,086 | $2.2M |
| Everest Private Wealth | 1.58% | Add +0.0% | 12,084 | $2.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.29% | Add +7.8% | 12,069 | $2.2M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +20.3% | 12,059 | $2.2M |
| BTC Capital Management, Inc. | 0.18% | No change | 12,000 | $2.2M |
| Fiduciary Alliance LLC | 0.16% | Reduce -15.3% | 11,968 | $2.2M |
| Wesbanco Bank Inc. | 0.06% | No change | 11,965 | $2.2M |
| Consolidated Portfolio Review Corp | 0.30% | Add +25.2% | 11,894 | $2.2M |
| Tiaa Trust, National Association | 0.01% | Add +4.1% | 11,880 | $2.2M |
| Peak Planning Group, LLC | 1.37% | Reduce -37.8% | 11,775 | $2.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Add +3.3% | 11,763 | $2.1M |
| Dodds Wealth, LLC | 0.57% | No change | 11,758 | $2.1M |
| BKM Wealth Management, LLC | 0.83% | Reduce -1.4% | 11,740 | $2.1M |
| TrueWealth Advisors, LLC | 0.63% | Reduce -7.0% | 11,731 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.93% | Add +24.4% | 11,668 | $2.1M |
| KWB Wealth | 0.25% | Reduce -8.1% | 12,060 | $2.1M |
| Lionsbridge Wealth Management LLC | 2.08% | Reduce -4.2% | 11,492 | $2.1M |
| Net Worth Advisory Group | 0.46% | Add +117.0% | 11,490 | $2.1M |
| Asset Allocation & Management Company, LLC | 0.97% | No change | 11,468 | $2.1M |
| Private Advisory Group LLC | 0.19% | Reduce -90.4% | 11,460 | $2.1M |
| J. Goldman & Co LP | 0.07% | New | 11,399 | $2.1M |
| Outlook Wealth Advisors, LLC | 0.53% | Reduce -0.1% | 11,380 | $2.1M |
| Alpha Financial Partners LLC | 1.49% | Add +60.6% | 11,371 | $2.1M |
| Capital Analysts, LLC | 0.07% | Add +0.0% | 11,363 | $2.1M |
| Alpha Cubed Investments, LLC | 0.08% | Add +0.8% | 11,356 | $2.1M |
| LGL Partners, LLC | 0.91% | Add +14.7% | 11,264 | $2.1M |
| M&T Bank Corp | 0.01% | Add +62.8% | 11,261 | $2.0M |
| Deltec Asset Management LLC | 0.36% | No change | 11,240 | $2.0M |
| Valued Retirements, Inc. | 2.30% | Add +30.3% | 11,235 | $2.0M |
| Avestar Capital, LLC | 0.15% | Add +8.5% | 11,226 | $2.0M |
| EagleClaw Capital Managment, LLC | 0.30% | Add +6.5% | 11,180 | $2.0M |
| Biondo Investment Advisors, LLC | 0.27% | Add +3.0% | 11,128 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.14% | Reduce -3.8% | 11,125 | $2.0M |
| TFR Capital, LLC. | 0.73% | Reduce -5.6% | 11,120 | $2.0M |
| Victrix Investment Advisors | 0.88% | Reduce -2.9% | 10,919 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -57.7% | 10,897 | $2.0M |
| Guyasuta Investment Advisors Inc. | 0.12% | Reduce -41.0% | 10,896 | $2.0M |
| Fortis Capital Advisors, LLC | 0.35% | Reduce -13.4% | 10,889 | $2.0M |
| Mark Sheptoff Financial Planning, LLC | 1.05% | Reduce -27.2% | 10,832 | $2.0M |
| NCM Capital Management, LLC | 0.81% | Add +2.5% | 10,819 | $2.0M |
| Fearless Solutions, LLC dba Best Invest | 1.37% | Add +0.3% | 10,789 | $2.0M |
| Joel Isaacson & Co., LLC | 0.08% | Add +37.7% | 10,716 | $1.9M |
| Principal Securities, Inc. | 0.04% | Reduce -54.6% | 10,672 | $1.9M |
| Afg Fiduciary Services Limited Partnership | 1.25% | Add +15.2% | 10,544 | $1.9M |
| Main Street Financial Solutions, LLC | 0.14% | Add +0.0% | 10,661 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 10,641 | $1.9M |
| Marshall Financial Group, LLC | 0.38% | Reduce -10.6% | 10,455 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +3.9% | 10,561 | $1.9M |
| Spinnaker Trust | 0.11% | Add +15.4% | 10,507 | $1.9M |
| Meridian Wealth Advisors, LLC | 0.30% | Add +183.5% | 10,486 | $1.9M |
| Parisi Gray Wealth Management | 0.55% | Add +0.3% | 10,486 | $1.9M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -16.4% | 10,451 | $1.9M |
| UMB Bank, n.a. | 0.03% | Reduce -1.0% | 10,451 | $1.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -24.9% | 10,405 | $1.9M |
| Advisory Research Inc. | 0.29% | Add +0.0% | 10,394 | $1.9M |
| Kovack Advisors, Inc. | 0.18% | Reduce -13.5% | 10,379 | $1.9M |
| Creekside Partners | 0.90% | Add +0.1% | 10,375 | $1.9M |
| Composition Wealth, LLC | 0.03% | Reduce -93.3% | 10,359 | $1.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.17% | Add +1.2% | 10,234 | $1.9M |
| Milestone Asset Management Group, LLC | 1.37% | Add +0.9% | 10,215 | $1.9M |
| Strategic Financial Concepts, LLC | 0.26% | Reduce -87.6% | 10,180 | $1.9M |
| Natixis Advisors, LLC | 0.00% | New | 10,151 | $1.8M |
| Alexander Labrunerie & Co., Inc. | 0.76% | Add +23.6% | 10,142 | $1.8M |
| Ameraudi Asset Management, Inc. | 0.97% | Reduce -36.2% | 10,131 | $1.8M |
| Centricity Wealth Management, LLC | 1.47% | Add +45.0% | 10,120 | $1.8M |
| NWF Advisory Services Inc. | 0.22% | Add +18.9% | 10,117 | $1.8M |
| Sunbelt Securities, Inc. | 0.16% | Add +4.3% | 10,491 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | Add +67.8% | 10,105 | $1.8M |
| Sowa Financial Group, Inc. | 1.14% | New | 10,008 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +42.3% | 9,961 | $1.8M |
| Brown Financial Advisors | 0.71% | Reduce -1.8% | 9,940 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +5.9% | 9,933 | $1.8M |
| Brighton Jones LLC | 0.05% | Add +18.6% | 9,916 | $1.8M |
| Purkiss Capital Advisors LLC | 1.00% | Add +10.5% | 9,905 | $1.8M |
| Highlander Partners, L.P. | 0.69% | No change | 9,900 | $1.8M |
| OMNI 360 Wealth, Inc. | 1.12% | Add +1.4% | 9,885 | $1.8M |
| Hobbs Group Advisors, LLC | 0.61% | Add +708.0% | 9,834 | $1.8M |
| Greykasell Wealth Strategies, Inc. | 0.86% | Reduce -10.6% | 9,832 | $1.8M |
| Macroview Investment Management LLC | 1.46% | Add +1.8% | 9,800 | $1.8M |
| Root Financial Partners, LLC | 0.17% | Add +0.4% | 9,793 | $1.8M |
| Visionary Wealth Advisors | 0.09% | Reduce -10.0% | 9,777 | $1.8M |
| Gilbert Capital Group, Inc. | 1.47% | — | 9,745 | $1.8M |
| Blue Capital, Inc. | 1.25% | — | 9,663 | $1.8M |
| Beacon Financial Advisory LLC | 0.45% | Add +10.7% | 9,636 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Reduce -10.9% | 9,590 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -45.6% | 9,550 | $1.7M |
| American Investment Services, Inc. | 0.44% | Reduce -1.0% | 9,522 | $1.7M |
| PFG Investments, LLC | 0.10% | Reduce -18.7% | 9,515 | $1.7M |
| Grove Bank & Trust | 0.21% | Add +0.8% | 9,473 | $1.7M |
| Manske Wealth Management | 0.57% | Add +1.2% | 9,438 | $1.7M |
| Tripletail Wealth Management, LLC | 2.44% | — | 9,357 | $1.7M |
| Mountain Pacific Investment Advisers LLC | 0.12% | Reduce -1.9% | 9,407 | $1.7M |
| Signaturefd, LLC | 0.03% | Reduce -0.6% | 9,404 | $1.7M |
| Lord & Richards Wealth Management, LLC | 1.79% | Add +22.0% | 9,397 | $1.7M |
| Regal Investment Advisors LLC | 0.13% | Reduce -33.6% | 9,386 | $1.7M |
| Allie Family Office LLC | 0.84% | Reduce -29.2% | 9,373 | $1.7M |
| Archer Investment Management, LLC | 1.24% | Reduce -31.3% | 9,371 | $1.7M |
| Country Club Bank | 0.11% | Reduce -3.3% | 9,401 | $1.7M |
| Moody LYNN Lieberson & Walker, LLC | 0.10% | Reduce -1.5% | 9,329 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -0.9% | 9,259 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -9.1% | 9,219 | $1.7M |
| WESPAC Advisors, LLC | 1.16% | Reduce -0.0% | 9,163 | $1.7M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -26.9% | 9,142 | $1.7M |
| Atlantic Union Bankshares Corp | 0.04% | Add +195.7% | 9,108 | $1.7M |
| Balentine LLC | 0.06% | Add +821.4% | 9,076 | $1.6M |
| Verdence Capital Advisors LLC | 0.11% | Add +4.3% | 9,060 | $1.6M |
| Bantamac Capital, LLC | 0.59% | No change | 9,025 | $1.6M |
| Old National Bancorp | 0.03% | Reduce -2.0% | 9,025 | $1.6M |
| Sharkey, Howes & Javer | 0.22% | Reduce -5.2% | 8,977 | $1.6M |
| Pandora Wealth, Inc. | 1.00% | Reduce -1.9% | 8,906 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Add +6.5% | 8,895 | $1.6M |
| Littlejohn Financial Services, Inc. | 1.25% | Reduce -91.2% | 8,891 | $1.6M |
| Prairiewood Capital, LLC | 0.60% | Reduce -0.5% | 8,873 | $1.6M |
| Abound Financial, LLC | 0.71% | Reduce -0.7% | 8,870 | $1.6M |
| Cypress Asset Management Inc. | 0.38% | Reduce -0.2% | 8,777 | $1.6M |
| Salomon & Ludwin, LLC | 0.16% | Add +9.4% | 8,654 | $1.6M |
| Exchange Traded Concepts, LLC | 0.02% | Add +14.6% | 8,707 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -4.0% | 8,702 | $1.6M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.56% | Add +2.5% | 8,606 | $1.6M |
| L2 Asset Management, LLC | 0.25% | New | 8,561 | $1.6M |
| Almanack Investment Partners, LLC. | 0.25% | New | 8,500 | $1.5M |
| AlphaStar Capital Management, LLC | 0.11% | Reduce -25.3% | 8,483 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.74% | New | 8,466 | $1.5M |
| Mather Group, Llc. | 0.02% | Reduce -0.2% | 8,420 | $1.5M |
| Silverlake Wealth Management LLC | 0.45% | Add +22.8% | 8,376 | $1.5M |
| Compound Planning, Inc. | 0.06% | Reduce -20.9% | 8,350 | $1.5M |
| EFG Asset Management (Americas) Corp. | 0.28% | Add +2.9% | 8,307 | $1.5M |
| Seelaus Asset Management LLC | 1.36% | Reduce -4.6% | 8,289 | $1.5M |
| Axis Wealth Partners, LLC | 0.99% | Add +8.3% | 8,286 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -5.3% | 8,273 | $1.5M |
| Beaton Management Co. Inc. | 0.73% | Reduce -1.8% | 8,254 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.47% | No change | 8,245 | $1.5M |
| ProVise Management Group, LLC | 0.12% | Add +0.9% | 8,227 | $1.5M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -14.4% | 8,192 | $1.5M |
| Blue Chip Partners, LLC | 0.12% | Reduce -26.8% | 8,189 | $1.5M |
| Argent Trust Co | 0.06% | Reduce -3.3% | 8,159 | $1.5M |
| Darwin Wealth Management, LLC | 0.51% | Reduce -2.1% | 8,147 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +8.6% | 8,146 | $1.5M |
| Heritage Wealth Management, Inc. | 0.48% | Add +33.0% | 8,078 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.17% | Add +135.0% | 8,063 | $1.5M |
| American Institute for Advanced Investment Management, LLP | 1.04% | Add +1.2% | 8,054 | $1.5M |
| Banque Cantonale Vaudoise | 0.06% | Add +4.3% | 8,039 | $1.5M |
| Trail Ridge Investment Advisors, LLC | 0.70% | Reduce -4.0% | 7,877 | $1.4M |
| Strathmore Capital Advisors, Inc. | 0.64% | — | 7,830 | $1.4M |
| Patten Group, Inc. | 0.31% | Add +3.0% | 7,956 | $1.4M |
| Second Half Financial Partners, LLC | 0.68% | Add +18.9% | 7,949 | $1.4M |
| Independence Bank of Kentucky | 0.20% | Reduce -8.9% | 7,921 | $1.4M |
| Quadcap Wealth Management, LLC | 0.18% | Reduce -0.2% | 7,917 | $1.4M |
| Hollencrest Capital Management | 0.06% | Add +7.2% | 7,850 | $1.4M |
| ARK & TLK Investments, LLC | 0.46% | Add +0.2% | 7,829 | $1.4M |
| Global Assets Advisory, LLC | 0.55% | Reduce -61.9% | 7,702 | $1.4M |
| K2 Financial Inc. | 1.24% | Reduce -3.0% | 7,724 | $1.4M |
| Aprio Wealth Management, LLC | 0.16% | Reduce -2.2% | 7,723 | $1.4M |
| Dupree Financial Group, LLC | 0.55% | Reduce -3.0% | 7,720 | $1.4M |
| YANKCOM Partnership | 0.68% | No change | 7,700 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | Reduce -29.7% | 7,692 | $1.4M |
| Ardent Capital Management, Inc. | 0.67% | No change | 7,655 | $1.4M |
| Inscription Capital, LLC | 0.20% | Add +40.6% | 7,647 | $1.4M |
| Samalin Investment Counsel, LLC | 0.53% | Add +1.6% | 7,597 | $1.4M |
| Keebeck Wealth Management | 0.18% | No change | 7,591 | $1.4M |
| Bawa N Mallick Trust | 0.56% | No change | 7,504 | $1.4M |
| Capital Management Associates | 2.22% | No change | 7,500 | $1.4M |
| New Wave Wealth Advisors LLC | 0.58% | Reduce -5.3% | 7,474 | $1.4M |
| Trust Co. of Toledo NA | 0.15% | Add +3.3% | 7,473 | $1.4M |
| Topsail Wealth Management, LLC | 0.25% | Add +1.0% | 7,471 | $1.4M |
| Evermay Wealth Management LLC | 0.17% | Reduce -10.1% | 7,461 | $1.4M |
| Banque Pictet & Cie SA | 0.01% | No change | 7,425 | $1.3M |
| Circle Wealth Management, LLC | 0.03% | No change | 7,409 | $1.3M |
| Hartford Financial Management Inc. | 0.37% | Reduce -2.3% | 7,394 | $1.3M |
| Wellington Shields Capital Management, LLC | 0.23% | No change | 7,350 | $1.3M |
| Montag & Caldwell, LLC | 0.29% | No change | 7,315 | $1.3M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -90.1% | 7,265 | $1.3M |
| Ocean Park Asset Management, LLC | 0.05% | No change | 7,600 | $1.3M |
| Brendel Financial Advisors LLC | 0.73% | Add +257.2% | 7,198 | $1.3M |
| Rockbridge Investment Management, LCC | 0.14% | No change | 7,184 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.17% | Reduce -8.7% | 7,121 | $1.3M |
| Calton & Associates, Inc. | 0.22% | Add +40.0% | 7,120 | $1.3M |
| Cardiff Park Advisors, LLC | 0.11% | Add +32.5% | 7,074 | $1.3M |
| LOM Asset Management Ltd | 0.43% | — | 7,040 | $1.3M |
| Alliance Wealth Management Group | 0.32% | No change | 6,989 | $1.3M |
| Towercrest Capital Management | 0.23% | No change | 6,989 | $1.3M |
| Spreng Capital Management, Inc. | 0.54% | Reduce -2.2% | 6,949 | $1.3M |
| Vertex Planning Partners, LLC | 0.26% | Reduce -4.0% | 6,947 | $1.3M |
| Madden Advisory Services, Inc. | 0.54% | Add +2.5% | 6,921 | $1.3M |
| Midwest Trust Co | 0.02% | — | 6,914 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.17% | Add +47.1% | 6,902 | $1.3M |
| Alterna Wealth Management, Inc. | 1.00% | Reduce -57.0% | 6,898 | $1.3M |
| Good Life Advisors, LLC | 0.08% | Add +5.9% | 6,872 | $1.2M |
| Rossmore Private Capital | 0.15% | Reduce -8.7% | 6,867 | $1.2M |
| Magnolia Capital Advisors LLC | 0.31% | Reduce -20.5% | 6,859 | $1.2M |
| RDA Financial Network | 0.34% | Reduce -12.2% | 6,844 | $1.2M |
| Prepared Retirement Institute LLC | 0.73% | Reduce -6.3% | 6,836 | $1.2M |
| 360 Financial, Inc. | 0.39% | Add +0.1% | 6,830 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | Add +17.0% | 6,809 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.10% | — | 6,790 | $1.2M |
| Roman Butler Fullerton & Co. | 0.36% | Add +7.7% | 6,504 | $1.2M |
| JGP Wealth Management, LLC | 0.15% | Reduce -5.2% | 6,715 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Reduce -13.3% | 6,534 | $1.2M |
| Avant Capital LLC | 0.95% | Reduce -9.9% | 6,704 | $1.2M |
| Easterly Investment Partners LLC | 0.09% | New | 6,700 | $1.2M |
| Mascagni Wealth Management, Inc. | 1.04% | Add +0.8% | 6,687 | $1.2M |
| Hickory Asset Management, Inc. | 1.00% | Reduce -0.6% | 6,685 | $1.2M |
| Covenant Asset Management, LLC | 0.25% | Add +5.5% | 6,650 | $1.2M |
| Barrett & Company, Inc. | 0.45% | Add +0.0% | 6,632 | $1.2M |
| Madison Park Capital Advisors, LLC | 1.01% | Reduce -0.3% | 6,614 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +46.9% | 6,599 | $1.2M |
| Syverson Strege & Co | 0.28% | No change | 6,597 | $1.2M |
| Lathrop Investment Management Co. | 0.23% | Add +9.6% | 6,563 | $1.2M |
| Financial Advisory Corp | 0.18% | No change | 6,504 | $1.2M |
| Professional Advisory Services Inc. | 0.15% | Add +29.1% | 6,505 | $1.2M |
| Insight Advisors, LLC/ PA | 0.19% | Add +0.0% | 6,497 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.17% | Add +4.7% | 6,493 | $1.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.26% | Reduce -2.0% | 6,463 | $1.2M |
| West Oak Capital, LLC | 0.59% | Reduce -0.6% | 6,455 | $1.2M |
| Stephens Consulting, LLC | 0.28% | No change | 6,413 | $1.2M |
| Waddell & Associates, LLC | 0.12% | New | 6,408 | $1.2M |
| Carrera Capital Advisors | 0.23% | Reduce -10.6% | 6,387 | $1.2M |
| Am Investment Strategies LLC | 0.27% | Add +1.5% | 6,325 | $1.1M |
| Davies Financial Advisors, Inc. | 0.89% | Reduce -0.0% | 6,316 | $1.1M |
| Diligent Investors, LLC | 0.27% | Reduce -15.8% | 6,312 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Reduce -2.6% | 6,281 | $1.1M |
| Coordinated Financial Services, Inc. | 0.80% | — | 6,279 | $1.1M |
| Boothe Investment Group, Inc. | 0.43% | Reduce -9.6% | 6,278 | $1.1M |
| Florida Financial Advisors, LLC | 0.28% | Add +136.1% | 6,259 | $1.1M |
| HHM Wealth Advisors, LLC | 0.14% | No change | 6,253 | $1.1M |
| Violich Capital Management, Inc. | 0.16% | No change | 6,250 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +12.8% | 6,238 | $1.1M |
| Opulen Financial Group LLC | 0.93% | Add +0.8% | 6,205 | $1.1M |
| SummitTX Capital, L.P. | 0.05% | Reduce -76.9% | 6,202 | $1.1M |
| Jmac Enterprises LLC | 0.24% | Add +24.0% | 6,201 | $1.1M |
| Flagship Private Wealth, LLC | 0.48% | Reduce -0.3% | 6,192 | $1.1M |
| Legacy PCG, LLC | 0.72% | Reduce -55.9% | 6,150 | $1.1M |
| Grantvest Financial Group LLC | 0.83% | Reduce -12.5% | 6,139 | $1.1M |
| Obermeyer Wealth Partners | 0.06% | Add +9.0% | 6,119 | $1.1M |
| Intellus Advisors LLC | 0.17% | Add +2.3% | 6,104 | $1.1M |
| Sentry LLC | 0.22% | No change | 6,098 | $1.1M |
| Perkins Coie Trust Co | 0.19% | No change | 6,083 | $1.1M |
| Colorado Capital Management, Inc. | 0.47% | No change | 6,074 | $1.1M |
| Seaview Investment Managers LLC | 0.23% | Reduce -89.2% | 6,059 | $1.1M |
| Legacy Wealth Management, LLC / MS | 0.33% | Reduce -14.3% | 6,052 | $1.1M |
| North Star Investment Management Corp. | 0.08% | Reduce -0.6% | 6,050 | $1.1M |
| Sandbox Financial Partners, LLC | 0.35% | Reduce -13.0% | 6,034 | $1.1M |
| JFS Wealth Advisors, LLC | 0.07% | No change | 6,034 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | Reduce -3.2% | 6,027 | $1.1M |
| 1832 Asset Management L.P. | 0.00% | No change | 6,020 | $1.1M |
| Natixis | 0.01% | Reduce -5.1% | 6,018 | $1.1M |
| Collective Family Office LLC | 0.28% | Reduce -47.5% | 6,012 | $1.1M |
| Aries Wealth Management | 0.29% | Reduce -16.1% | 6,008 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.1% | 6,001 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -2.0% | 5,989 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -2.9% | 5,981 | $1.1M |
| Retirement Investment Advisors, Inc. | 0.10% | Reduce -8.5% | 5,980 | $1.1M |
| Private Wealth Asset Management, LLC | 0.14% | Reduce -35.6% | 5,979 | $1.1M |
| Berkshire Asset Management LLC | 0.05% | Add +0.1% | 5,961 | $1.1M |
| Arrowroot Family Office, LLC | 0.49% | — | 5,961 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +3.1% | 5,957 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.51% | Add +0.1% | 5,888 | $1.1M |
| Cambridge Advisors Inc. | 0.23% | No change | 5,953 | $1.1M |
| Headlands Technologies LLC | 0.13% | New | 5,948 | $1.1M |
| MN Wealth Advisors, LLC | 0.63% | Reduce -20.7% | 5,943 | $1.1M |
| Hassell Wealth Management, LLC | 0.39% | Add +0.1% | 5,755 | $1.1M |
| Perennial Investment Advisors, LLC | 0.10% | Add +0.9% | 5,929 | $1.1M |
| Baldwin Investment Management, LLC | 0.13% | Reduce -0.6% | 5,918 | $1.1M |
| Oliver Luxxe Assets LLC | 0.19% | Add +18.7% | 5,917 | $1.1M |
| American Financial Advisors, LLC | 0.15% | Add +4.5% | 5,912 | $1.1M |
| Yarger Wealth Strategies, LLC | 0.56% | Add +0.4% | 5,888 | $1.1M |
| JMG Financial Group, Ltd. | 0.03% | No change | 5,877 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +70.4% | 5,846 | $1.1M |
| Bluefin Capital Management, LLC | 0.84% | New | 5,837 | $1.1M |
| D.B. Root & Company, LLC | 0.31% | Add +26.5% | 5,834 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Add +76.2% | 5,830 | $1.1M |
| Burling Wealth Partners, LLC | 0.20% | Add +0.8% | 5,827 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.70% | Reduce -19.4% | 5,823 | $1.1M |
| PKS Advisory Services, LLC | 0.26% | Reduce -4.8% | 5,803 | $1.1M |
| Becker Capital Management Inc. | 0.03% | Reduce -2.9% | 5,785 | $1.1M |
| Howard Capital Management Group, LLC | 0.07% | No change | 5,767 | $1.0M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +53.5% | 5,756 | $1.0M |
| Chemistry Wealth Management LLC | 0.22% | No change | 5,755 | $1.0M |
| Optimum Investment Advisors | 0.45% | Reduce -5.6% | 5,749 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -42.3% | 5,724 | $1.0M |
| Rooted Wealth Advisors, Inc. | 0.36% | Add +12.6% | 5,639 | $1.0M |
| HBW Advisory Services LLC | 0.13% | Reduce -0.1% | 5,720 | $1.0M |
| Pictet North America Advisors SA | 0.10% | No change | 5,690 | $1.0M |
| Radnor Capital Management, LLC | 0.16% | Add +19.5% | 5,678 | $1.0M |
| Up Strategic Wealth Investment Advisors LLC | 0.80% | No change | 5,667 | $1.0M |
| Retirement Planning Group, LLC | 0.04% | Reduce -3.6% | 5,657 | $1.0M |
| Del-Sette Capital Management, LLC | 0.71% | Reduce -88.8% | 5,650 | $1.0M |
| Capitol Family Office, Inc. | 1.33% | Reduce -5.5% | 5,614 | $1.0M |
| Prosperity Wealth Management, Inc. | 0.38% | Add +5.5% | 5,611 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +54.4% | 5,583 | $1.0M |
| Autumn Glory Partners, LLC | 0.47% | No change | 5,579 | $1.0M |
| Axecap Investments, LLC | 0.66% | New | 5,547 | $1.0M |
| Forum Financial Management, LP | 0.02% | Add +1.4% | 5,545 | $1.0M |
| Mattson Financial Services, LLC | 0.27% | Reduce -5.0% | 5,541 | $1.0M |
| Abbot Financial Management, Inc. | 0.46% | Add +40.6% | 5,513 | $1.0M |
| McCarter Private Wealth Services LLC | 0.57% | Add +33.6% | 5,509 | $1.0M |
| Black Diamond Financial, LLC | 0.16% | Reduce -87.8% | 5,505 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.2% | 5,502 | $1.0M |
| IFG Advisory, LLC | 0.05% | Add +1.9% | 5,499 | $999K |
| Disciplined Investors, L.L.C. | 0.77% | Reduce -8.2% | 5,467 | $994K |
| Legacy Financial Strategies, LLC | 0.19% | No change | 5,430 | $987K |
| Correct Capital Wealth Management | 0.19% | No change | 5,419 | $985K |
| Wolverine Trading, LLC | 0.03% | Reduce -94.7% | 5,440 | $984K |
| Nvwm, LLC | 0.24% | No change | 5,407 | $983K |
| Quadrant Capital Group LLC | 0.04% | Add +2263.6% | 5,389 | $979K |
| Ascentis Independent Advisors | 0.18% | Reduce -69.8% | 5,388 | $979K |
| Tilia Fiduciary Partners, Inc. | 0.60% | Reduce -1.0% | 5,382 | $978K |
| Advisors Management Group Inc. | 0.18% | Add +21.6% | 5,383 | $978K |
| Culbertson A N & Co. Inc. | 0.15% | Add +5.2% | 5,381 | $978K |
| Financial Advocates Investment Management | 0.08% | Reduce -88.6% | 5,365 | $975K |
| Summit Wealth Partners, LLC | 0.19% | Add +2.2% | 5,365 | $975K |
| Investment House LLC | 0.05% | Reduce -59.3% | 5,362 | $974K |
| Bay Capital Advisors, LLC | 0.74% | Add +0.9% | 5,361 | $974K |
| MGB Wealth Management, LLC | 0.32% | Reduce -3.3% | 5,345 | $971K |
| Cascade Financial Partners, LLC | 0.12% | Add +2.4% | 5,279 | $959K |
| TFB Advisors LLC | 0.25% | Add +4.1% | 5,253 | $955K |
| Greenfield Savings Bank | 0.43% | Reduce -2.7% | 5,220 | $949K |
| Woodard & Co. Asset Management Group Inc. | 0.17% | Reduce -0.4% | 5,218 | $948K |
| Harbor Advisory Corp. | 0.30% | No change | 5,205 | $946K |
| Wambolt & Associates, LLC | 0.32% | Add +35.2% | 5,130 | $943K |
| Crossmark Global Holdings, Inc. | 0.02% | No change | 5,170 | $940K |
| GSG Advisors LLC | 0.27% | Add +0.2% | 5,164 | $939K |
| Ted Buchan & Co | 0.37% | Reduce -5.1% | 5,158 | $937K |
| Northwest Financial Advisors | 1.30% | Reduce -4.6% | 5,112 | $929K |
| Gen-Wealth Partners Inc | 0.36% | Add +0.3% | 5,110 | $929K |
| Pasadena Private Wealth, LLC | 0.16% | Add +7.2% | 5,110 | $929K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -0.4% | 5,021 | $928K |
| Paulson Wealth Management Inc. | 0.24% | Add +66.6% | 5,106 | $928K |
| Clientfirst Wealth Management, LLC | 0.95% | No change | 5,096 | $926K |
| Charter Research & Investment Group, Inc. | 0.69% | Add +16.9% | 5,061 | $920K |
| Certuity, LLC | 0.09% | Add +1.8% | 5,060 | $920K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -0.2% | 5,030 | $914K |
| Penobscot Investment Management Company, Inc. | 0.08% | Add +11.8% | 4,957 | $901K |
| Boston Trust Walden Corp | 0.01% | No change | 4,950 | $900K |
| Mycio Wealth Partners, LLC | 0.21% | Add +0.3% | 4,919 | $894K |
| Zions Bancorporation, National Association | 0.05% | No change | 4,900 | $891K |
| Cambria Investment Management, L.P. | 0.06% | Add +13.5% | 4,889 | $889K |
| Ibex Wealth Advisors | 0.09% | New | 4,864 | $884K |
| Everett Harris & Co. | 0.01% | Add +0.4% | 4,862 | $884K |
| Van Den Berg Management I, Inc. | 0.25% | Reduce -3.3% | 4,857 | $883K |
| Rench Wealth Management, Inc. | 0.28% | Reduce -50.6% | 4,850 | $882K |
| Turning Point Benefit Group, Inc. | 0.67% | Add +80.8% | 4,843 | $880K |
| Acas, LLC | 0.59% | No change | 4,688 | $879K |
| Gilman Hill Asset Management, LLC | 0.14% | Add +1.1% | 4,831 | $878K |
| AllSquare Wealth Management LLC | 0.49% | Reduce -1.2% | 4,829 | $878K |
| Wealth Advisors of Tampa Bay, LLC | 0.33% | Add +0.8% | 4,828 | $877K |
| Cathy Pareto & Associates, Inc. | 0.72% | Add +5.2% | 4,821 | $876K |
| Arcus Capital Partners, LLC | 0.38% | Reduce -1.7% | 4,802 | $873K |
| Ehrlich Financial Group | 0.56% | Add +1.4% | 4,792 | $871K |
| St. Louis Trust Co | 0.12% | No change | 4,775 | $868K |
| Townsend Asset Management Corp. /NC/ | 0.31% | Reduce -26.7% | 4,775 | $868K |
| Ceera Investments, LLC | 0.27% | Add +35.3% | 4,772 | $867K |
| One Capital Management, LLC | 0.03% | Reduce -1.5% | 4,719 | $858K |
| Cooksen Wealth, LLC | 0.69% | Add +15.7% | 4,711 | $856K |
| American Alpha Advisors, LLC | 0.69% | Reduce -91.3% | 4,709 | $856K |
| Sharp Wealth Advisory, LLC | 0.55% | Add +57.5% | 4,682 | $851K |
| Massachusetts Wealth Management | 0.48% | Add +3.9% | 4,679 | $850K |
| Willis Johnson & Associates, Inc. | 0.06% | Reduce -11.8% | 4,661 | $847K |
| XTX Topco Ltd | 0.04% | Reduce -76.8% | 4,647 | $845K |
| Salem Investment Counselors Inc. | 0.03% | Add +4.1% | 4,634 | $842K |
| Canvas Wealth Advisors, LLC | 0.17% | Reduce -19.9% | 4,512 | $842K |
| Cedar Wealth Management, LLC | 0.28% | Add +13.8% | 4,624 | $840K |
| Elmwood Wealth Management, Inc. | 0.33% | No change | 4,616 | $839K |
| Richmond Investment Services, LLC | 0.18% | Add +37.0% | 4,616 | $839K |
| NorthRock Partners, LLC | 0.02% | Add +33.4% | 4,610 | $838K |
| Beck Bode, LLC | 0.14% | Reduce -32.4% | 4,609 | $838K |
| Shoker Investment Counsel, Inc. | 0.26% | Reduce -81.4% | 4,594 | $835K |
| Mirador Capital Partners LP | 0.14% | Reduce -2.6% | 4,593 | $835K |
| Walleye Trading LLC | 0.02% | Reduce -64.4% | 4,583 | $833K |
| Magnolia Private Wealth, LLC | 0.64% | Add +4.6% | 4,575 | $831K |
| Crescent Grove Advisors, LLC | 0.08% | Add +51.5% | 4,558 | $828K |
| American National Bank & Trust | 0.08% | Add +6.6% | 4,541 | $825K |
| Atticus Wealth Management, LLC | 0.22% | Add +185.5% | 4,540 | $825K |
| Cora Capital Advisors LLC | 0.37% | Reduce -17.7% | 4,535 | $824K |
| Waycross Investment Management Co | 0.86% | Reduce -8.4% | 4,533 | $824K |
| Harmony Asset Management LLC | 0.31% | Reduce -2.9% | 4,507 | $819K |
| Dale Q Rice Investment Management Ltd | 0.68% | Reduce -51.1% | 4,476 | $818K |
| Principle Wealth Partners LLC | 0.05% | Add +0.2% | 4,499 | $818K |
| Professional Financial Advisors, LLC | 0.19% | Add +5.3% | 4,498 | $817K |
| Bluesphere Advisors LLC | 0.41% | No change | 4,497 | $817K |
| GAMMA Investing LLC | 0.05% | Add +63.8% | 4,484 | $815K |
| LongView Wealth Management | 0.25% | Reduce -0.4% | 4,478 | $814K |
| TPG Advisors LLC | 0.59% | Add +73.6% | 4,476 | $813K |
| Journey Advisory Group, LLC | 0.06% | Reduce -1.0% | 4,467 | $812K |
| Mma Asset Management LLC | 0.31% | Add +2.0% | 4,455 | $810K |
| CSM Advisors, LLC | 0.02% | No change | 4,450 | $809K |
| Atwater Malick LLC | 0.26% | Add +0.8% | 4,451 | $809K |
| J. W. Coons Advisors, LLC | 0.18% | Add +3.1% | 4,445 | $808K |
| Rainier Family Wealth Inc. | 0.80% | Reduce -74.2% | 4,430 | $805K |
| Key Client Fiduciary Advisors, LLC | 0.33% | Reduce -2.3% | 4,407 | $801K |
| Fortitude Financial, LLC | 0.71% | Reduce -68.1% | 13,052 | $799K |
| Austin Asset Management Co Inc | 0.16% | No change | 4,371 | $794K |
| Register Financial Advisors LLC | 0.35% | Reduce -0.3% | 4,369 | $794K |
| Paladin Wealth, LLC | 0.61% | Add +7.9% | 4,338 | $788K |
| First City Capital Management, Inc. | 0.45% | Add +3.1% | 4,336 | $788K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +25.4% | 4,304 | $782K |
| Advisory Alpha, LLC | 0.02% | Reduce -68.8% | 4,300 | $781K |
| Carr Financial Group Corp | 0.23% | Reduce -39.2% | 4,295 | $781K |
| MMBG Investment Advisors Co. | 0.08% | Reduce -4.7% | 4,295 | $781K |
| Grandfield & Dodd, LLC | 0.05% | Add +0.3% | 4,294 | $780K |
| Beacon Capital Management, LLC | 0.10% | Add +0.4% | 4,257 | $774K |
| Glenview Trust Co | 0.01% | Reduce -0.7% | 4,252 | $773K |
| Smithfield Trust Co | 0.04% | Reduce -5.1% | 4,223 | $767K |
| RFG Advisory, LLC | 0.02% | Reduce -23.2% | 4,213 | $766K |
| XY Planning Network, Inc. | 0.26% | Reduce -17.2% | 4,207 | $765K |
| Serenus Wealth Advisors, LLC | 0.13% | Reduce -20.4% | 4,194 | $762K |
| Comprehensive Financial Planning, Inc. | 0.59% | Add +13.6% | 4,158 | $756K |
| Duncan Williams Asset Management, LLC | 0.24% | Reduce -31.9% | 4,155 | $755K |
| WoodTrust Financial Corp | 0.10% | No change | 4,130 | $751K |
| Runnymede Capital Advisors, Inc. | 0.69% | Reduce -0.6% | 4,126 | $750K |
| Cornerstone Advisory, LLC | 0.08% | Add +0.2% | 4,114 | $748K |
| MorganRosel Wealth Management, LLC | 0.20% | No change | 4,107 | $746K |
| Wealth Alliance, LLC | 0.08% | Reduce -0.2% | 4,088 | $743K |
| Monte Financial Group, LLC | 0.29% | Reduce -1.4% | 4,071 | $740K |
| McElhenny Sheffield Capital Management, LLC | 0.20% | New | 4,070 | $740K |
| ICW Investment Advisors LLC | 0.29% | Add +2.7% | 4,064 | $739K |
| Callan Family Office, LLC | 0.02% | Add +3.6% | 4,055 | $737K |
| Dudley Capital Management, LLC | 0.37% | Reduce -12.9% | 4,043 | $735K |
| Elevation Wealth Partners, LLC | 0.29% | Reduce -43.0% | 4,040 | $734K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.1% | 4,037 | $734K |
| Icon Wealth Advisors, LLC | 0.05% | New | 4,027 | $732K |
| Teamwork Financial Advisors, LLC | 0.09% | Reduce -6.5% | 4,025 | $732K |
| Vista Investment Management | 0.27% | Reduce -9.4% | 4,021 | $731K |
| Abound Wealth Management | 0.21% | Reduce -1.0% | 4,008 | $728K |
| Meriwether Wealth & Planning, LLC | 0.46% | No change | 4,000 | $727K |
| Advance Capital Management, Inc. | 0.03% | Reduce -19.4% | 3,996 | $726K |
| SVB Wealth LLC | 0.04% | Reduce -41.3% | 3,994 | $726K |
| Donald L. Hagan, LLC | 0.36% | Reduce -45.7% | 3,991 | $725K |
| Marex Group Ltd | 0.01% | Reduce -48.0% | 3,988 | $725K |
| Weaver Consulting Group | 0.20% | Add +16.3% | 3,984 | $724K |
| Clifford Swan Investment Counsel LLC | 0.03% | Add +12.9% | 3,970 | $721K |
| Sterling Capital Management LLC | 0.01% | Add +0.7% | 3,969 | $721K |
| Segment Wealth Management, LLC | 0.05% | No change | 3,950 | $718K |
| Phraction Management LLC | 0.24% | No change | 3,943 | $717K |
| Investment Planning Advisors, Inc. | 0.25% | Reduce -6.8% | 3,901 | $709K |
| Morton Capital Management LLC | 0.13% | Add +5.4% | 3,895 | $708K |
| WealthTrust Axiom LLC | 0.21% | Add +3.4% | 3,883 | $706K |
| 3Chopt Investment Partners, LLC | 0.17% | Reduce -4.4% | 3,853 | $700K |
| Lion Street Advisors, LLC | 0.21% | New | 3,852 | $700K |
| Aspire Growth Partners LLC | 0.57% | Add +0.3% | 3,849 | $699K |
| Personal Cfo Solutions, LLC | 0.13% | Reduce -5.5% | 3,833 | $697K |
| Lafayette Investments, Inc. | 0.14% | Add +0.5% | 3,832 | $696K |
| JT Stratford LLC | 0.11% | Add +0.2% | 3,818 | $694K |
| Conscious Wealth Investments, LLC | 0.44% | No change | 3,707 | $691K |
| TrinityBridge Ltd | 0.02% | No change | 3,800 | $691K |
| Arrien Investments, Inc. | 0.43% | Reduce -23.9% | 3,779 | $687K |
| Associated Banc-Corp | 0.02% | No change | 3,779 | $687K |
| Stokes Family Office, LLC | 0.07% | No change | 3,768 | $685K |
| Ingalls & Snyder LLC | 0.02% | Add +2.1% | 3,758 | $683K |
| Essex Bank | 0.16% | Reduce -8.7% | 3,757 | $683K |
| Weaver Capital Management LLC | 0.17% | Add +10.4% | 3,750 | $681K |
| Panoramic Investment Advisors, LLC | 0.42% | No change | 3,748 | $681K |
| Unconventional Investor, LLC | 0.38% | Add +0.1% | 3,745 | $681K |
| Mission Creek Capital Partners, Inc. | 0.15% | Reduce -13.4% | 3,732 | $678K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.7% | 3,731 | $678K |
| Bolthouse Investments, LLC | 0.67% | Reduce -18.7% | 3,720 | $676K |
| Winebrenner Capital Management LLC | 0.54% | Add +60.9% | 3,716 | $675K |
| Coastline Trust Co | 0.08% | Reduce -6.0% | 3,712 | $675K |
| Nicolet Bankshares Inc. | 0.12% | Add +5.0% | 3,675 | $668K |
| Hudson Value Partners, LLC | 0.23% | Add +0.1% | 3,670 | $667K |
| RIA Advisory Group LLC | 0.20% | Reduce -99.1% | 3,663 | $666K |
| Retirement Planning Co of New England, Inc. | 0.29% | Add +3.5% | 3,631 | $660K |
| Toth Financial Advisory Corp. | 0.08% | Reduce -5.5% | 3,616 | $657K |
| Flaharty Asset Management, LLC | 0.09% | Reduce -9.8% | 3,612 | $656K |
| Farmers Trust Co. | 0.12% | Reduce -62.1% | 3,609 | $656K |
| Red Crane Wealth Management, LLC | 0.60% | Add +0.3% | 3,601 | $654K |
| Montz Harcus Wealth Management LLC | 0.32% | Add +23.5% | 3,600 | $654K |
| Tenon Financial LLC | 0.29% | No change | 3,598 | $654K |
| Platform Technology Partners | 0.17% | Add +4.9% | 3,592 | $653K |
| Coppell Advisory Solutions LLC | 0.08% | Reduce -1.6% | 3,606 | $652K |
| SwitchPoint Financial Planning, LLC | 0.53% | No change | 3,587 | $652K |
| Marshall Financial Group Inc. | 0.19% | Add +0.4% | 3,559 | $647K |
| Wealth Alliance Advisory Group, LLC | 0.12% | Reduce -0.7% | 3,549 | $645K |
| WFA of San Diego, LLC | 0.47% | — | 3,527 | $641K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 3,522 | $640K |
| Horizons Wealth Management | 0.46% | No change | 3,519 | $640K |
| Inspire Advisors, LLC | 0.07% | Reduce -1.1% | 3,516 | $639K |
| Kestra Investment Management, LLC | 0.02% | Add +68.0% | 3,513 | $639K |
| PVG Asset Management Corp. | 2.17% | New | 3,513 | $638K |
| LJI Wealth Management, LLC | 0.11% | Reduce -14.9% | 3,509 | $638K |
| Nikulski Financial, Inc. | 0.17% | Add +2.2% | 3,476 | $632K |
| Sovran Advisors, LLC | 0.07% | Reduce -18.3% | 3,423 | $630K |
| Summit Financial Wealth Advisors, LLC | 0.11% | Reduce -83.5% | 3,457 | $628K |
| Annex Advisory Services, LLC | 0.02% | Reduce -24.0% | 3,440 | $625K |
| Donaldson Capital Management, LLC | 0.02% | Add +24.7% | 3,439 | $625K |
| waypoint wealth counsel | 0.31% | Add +11.4% | 3,424 | $622K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -0.1% | 3,424 | $622K |
| Rosenberg Matthew Hamilton | 0.14% | Reduce -13.3% | 3,424 | $622K |
| Wealth Architects, LLC | 0.06% | Reduce -27.2% | 3,422 | $622K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 3,417 | $621K |
| Melfa Wealth Management, Inc. | 0.39% | Add +2.5% | 3,416 | $621K |
| Colton Groome Financial Advisors, LLC | 0.21% | Add +29.1% | 3,412 | $620K |
| Yakira Capital Management, Inc. | 0.23% | New | 3,411 | $620K |
| TruWealth Advisors, LLC | 0.03% | Add +0.1% | 3,404 | $619K |
| Prairie Wealth Advisors, Inc. | 0.26% | Add +11.0% | 3,396 | $617K |
| Keudell/Morrison Wealth Management | 0.14% | Add +27.3% | 3,394 | $617K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.7% | 3,369 | $612K |
| Ameliora Wealth Management Ltd. | 0.22% | Reduce -2.9% | 3,344 | $608K |
| Trinity Wealth Management, LLC | 0.24% | Add +141.3% | 3,325 | $604K |
| WNY Asset Management, LLC | 0.07% | Reduce -43.4% | 3,316 | $603K |
| Schnieders Capital Management LLC | 0.11% | Reduce -3.6% | 3,308 | $601K |
| Braun Stacey Associates Inc. | 0.02% | Reduce -0.0% | 3,305 | $601K |
| Sage Capital Advisors,llc | 0.15% | Add +14.8% | 3,293 | $599K |
| Nicholson Wealth Management Group, LLC | 0.37% | Reduce -0.9% | 3,289 | $598K |
| Parkside Financial Bank & Trust | 0.06% | Add +7.3% | 3,273 | $595K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +1.2% | 3,268 | $594K |
| Omnitrust Wealth Management, Inc | 0.70% | — | 2,781 | $592K |
| SouthState Bank Corp | 0.03% | No change | 3,250 | $591K |
| Caliber Wealth Management, LLC / KS | 0.06% | Add +8.7% | 3,248 | $590K |
| Cura Wealth Advisors, LLC | 0.27% | Reduce -19.7% | 3,247 | $590K |
| Private Wealth Advisors, LLC | 0.23% | Add +27.8% | 3,238 | $588K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -1.9% | 3,235 | $588K |
| Wedmont Private Capital | 0.03% | Reduce -4.3% | 3,182 | $588K |
| Edge Wealth Management LLC | 0.11% | Reduce -2.9% | 3,231 | $588K |
| Penobscot Wealth Management | 0.21% | Add +0.3% | 3,233 | $588K |
| Dohj, LLC | 0.17% | New | 3,559 | $587K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,226 | $586K |
| Andina Capital Management, LLC | 0.41% | Reduce -46.1% | 3,222 | $585K |
| Savvy Advisors, Inc. | 0.04% | Reduce -6.9% | 3,218 | $585K |
| Larson Financial Group LLC | 0.02% | Add +0.9% | 3,217 | $585K |
| Orcam Financial Group | 0.51% | No change | 3,214 | $584K |
| PCG Asset Management, LLC | 0.50% | Reduce -6.6% | 3,206 | $583K |
| West Bancorporation Inc. | 0.37% | Add +23.4% | 3,203 | $582K |
| Venturi Wealth Management, LLC | 0.03% | Add +3.1% | 3,189 | $580K |
| Lionshead Wealth Management, LLC | 0.53% | No change | 3,178 | $578K |
| Thrive Capital Management, LLC | 0.18% | New | 3,175 | $577K |
| QRG Capital Management, Inc. | 0.01% | Add +12.7% | 3,161 | $574K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -8.9% | 3,157 | $574K |
| Maia Wealth LLC | 0.11% | Reduce -33.6% | 3,154 | $573K |
| Inlet Private Wealth, LLC | 0.14% | Reduce -8.7% | 3,147 | $572K |
| National Wealth Management Group, LLC | 0.32% | Reduce -14.6% | 3,138 | $570K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -0.4% | 3,138 | $570K |
| Betterment LLC | 0.00% | Add +1.6% | 3,135 | $570K |
| Harbour Capital Advisors, LLC | 0.12% | Reduce -64.2% | 3,091 | $570K |
| Wealth Dimensions Group, Ltd. | 0.13% | Add +6.2% | 3,134 | $570K |
| Opal Wealth Advisors, LLC | 0.16% | Reduce -0.5% | 3,129 | $569K |
| 1ST Source Bank | 0.03% | Add +15.6% | 3,127 | $568K |
| Sterling Financial Planning, Inc. | 0.19% | No change | 3,126 | $568K |
| Lee Financial Co | 0.08% | Reduce -0.3% | 3,110 | $565K |
| Mathes Company, Inc. | 0.21% | No change | 3,100 | $563K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Add +0.2% | 3,096 | $563K |
| Colonial River Investments, LLC | 0.24% | Add +18.5% | 3,028 | $563K |
| Boston Research & Management Inc. | 0.13% | Add +13.2% | 3,091 | $562K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -27.6% | 3,087 | $561K |
| True Vision MN LLC | 0.31% | Add +0.8% | 3,087 | $561K |
| Elios Financial Group Inc. | 0.25% | Reduce -3.8% | 3,083 | $560K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.43% | No change | 3,066 | $557K |
| Peak Retirement Planning, Inc. | 0.22% | Add +0.4% | 3,066 | $557K |
| Capital Advisors Inc. | 0.01% | Reduce -19.9% | 3,061 | $556K |
| Westside Investment Management, Inc. | 0.10% | No change | 3,047 | $554K |
| Atlas Brown,Inc. | 0.18% | Add +24.1% | 3,046 | $554K |
| Trust Co. of Vermont | 0.03% | Add +11.1% | 3,031 | $551K |
| Investment Partners, LTD. | 0.21% | No change | 3,030 | $551K |
| Sage Mountain Advisors LLC | 0.04% | Add +89.5% | 3,027 | $550K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 3,022 | $549K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +0.4% | 3,020 | $549K |
| Jessup Wealth Management, Inc | 0.22% | Reduce -14.4% | 3,014 | $548K |
| Hengehold Capital Management LLC | 0.05% | Add +0.1% | 3,012 | $547K |
| United Advisor Group, LLC | 0.09% | Add +98.6% | 3,001 | $545K |
| Birmingham Capital Management Co. Inc. | 0.24% | No change | 3,000 | $545K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -3.5% | 3,000 | $545K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 3,000 | $545K |
| MKT Advisors LLC | 0.22% | Reduce -10.1% | 2,959 | $544K |
| Mission Wealth Management, LP | 0.01% | New | 2,965 | $539K |
| Independence Financial Advisors, LLC | 0.21% | Add +0.4% | 2,949 | $536K |
| Saxon Interests, Inc. | 0.25% | No change | 3,089 | $535K |
| Farnam Financial LLC | 0.48% | Add +0.3% | 2,941 | $534K |
| MinichMacGregor Wealth Management, LLC | 0.11% | Reduce -15.4% | 2,938 | $534K |
| FourThought Financial Partners, LLC | 0.05% | Add +0.2% | 2,935 | $533K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +0.3% | 2,920 | $531K |
| Infinity Wealth Counsel, LLC | 0.54% | No change | 2,920 | $531K |
| Novare Capital Management LLC | 0.04% | Reduce -81.0% | 2,920 | $531K |
| Fund Evaluation Group, LLC | 0.02% | New | 2,898 | $527K |
| AssuredPartners Investment Advisors, LLC | 0.13% | Reduce -76.4% | 2,877 | $523K |
| Nautilus Advisors LLC | 0.38% | Reduce -12.9% | 2,854 | $519K |
| Capital Investment Counsel, Inc | 0.07% | No change | 2,816 | $512K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -2.7% | 2,810 | $511K |
| Old Port Advisors | 0.14% | Reduce -7.3% | 2,806 | $510K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +14.6% | 2,799 | $509K |
| Financial Counselors Inc. | 0.72% | Reduce -73.8% | 2,800 | $509K |
| KFA Private Wealth Group, LLC | 0.16% | Add +89.4% | 2,776 | $505K |
| Cape Ann Savings Bank | 0.30% | New | 2,765 | $503K |
| Wealthcare Capital Partners, LLC | 0.25% | Add +9.7% | 2,758 | $501K |
| First National Bank of Omaha | 0.03% | No change | 2,750 | $500K |
| Banque Transatlantique SA | 0.01% | New | 2,746 | $499K |
| Millstone Evans Group, LLC | 0.34% | Add +0.1% | 2,746 | $499K |
| Loudon Investment Management, LLC | 0.28% | Add +24.0% | 2,744 | $499K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +9.7% | 2,740 | $498K |
| Fairfield, Bush & Co. | 0.28% | No change | 2,734 | $497K |
| MSH Capital Advisors LLC | 0.14% | Add +6.5% | 2,721 | $495K |
| Anchor Investment Management, LLC | 0.04% | No change | 2,716 | $494K |
| Pennington Partners & Co., LLC | 0.26% | No change | 2,680 | $487K |
| Santori & Peters, Inc. | 0.18% | Add +0.2% | 2,669 | $485K |
| Triad Wealth Partners, LLC | 0.10% | Reduce -3.6% | 2,664 | $484K |
| Lakeridge Wealth Management LLC | 0.22% | Add +0.4% | 2,658 | $483K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -19.2% | 2,649 | $481K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -9.8% | 2,630 | $478K |
| Sfm, LLC | 0.31% | New | 2,630 | $478K |
| Foguth Wealth Management, LLC. | 0.10% | Reduce -9.3% | 2,628 | $478K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +11.3% | 2,611 | $474K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.8% | 2,610 | $474K |
| Roberts Wealth Advisors, LLC | 0.14% | Reduce -0.7% | 2,607 | $474K |
| Advanced Asset Management Advisors Inc | 0.13% | No change | 2,606 | $474K |
| Accel Wealth Management | 0.16% | Reduce -0.7% | 2,606 | $474K |
| WorthPointe, LLC | 0.20% | New | 2,596 | $472K |
| Forza Wealth Management, LLC | 0.19% | New | 2,594 | $471K |
| WPG Advisers, LLC | 0.40% | Reduce -0.1% | 2,586 | $470K |
| Beverly Hills Private Wealth, LLC | 0.09% | No change | 2,564 | $466K |
| Fusion Capital, LLC | 0.16% | Add +2.2% | 2,564 | $466K |
| Tran Capital Management, L.P. | 0.05% | No change | 2,560 | $465K |
| Northwest Bancshares, Inc. | 0.08% | No change | 2,550 | $463K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -7.5% | 2,540 | $462K |
| Claris Financial LLC | 0.34% | Add +8.9% | 2,516 | $457K |
| Stonebridge Financial Group, LLC | 0.04% | Add +9.3% | 2,512 | $457K |
| Searle & Co. | 0.13% | No change | 2,509 | $456K |
| Horan Securities, Inc. | 0.16% | Reduce -8.5% | 2,508 | $456K |
| Destination Wealth Management | 0.01% | Reduce -27.3% | 2,500 | $454K |
| Alteri Wealth LLC | 0.18% | Reduce -30.4% | 2,498 | $454K |
| Zacks Investment Management | 0.00% | Reduce -1.3% | 2,484 | $451K |
| Capstone Wealth Management Group LLC | 0.33% | Reduce -25.6% | 2,473 | $449K |
| BSW Wealth Partners | 0.06% | No change | 2,470 | $449K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 2,465 | $448K |
| Tyche Wealth Partners LLC | 0.09% | Add +3.8% | 2,463 | $448K |
| Founders Capital Management | 0.27% | Reduce -7.5% | 2,458 | $447K |
| Asio Capital, LLC | 0.07% | No change | 2,451 | $445K |
| Heritage Family Offices, LLP | 0.23% | No change | 2,592 | $445K |
| Maple Capital Management, Inc. | 0.03% | Reduce -41.1% | 2,445 | $444K |
| Smith Thornton Advisors LLC | 0.26% | No change | 2,441 | $444K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -81.1% | 2,433 | $442K |
| Merrion Investment Management Co, LLC | 0.29% | Reduce -19.2% | 2,425 | $441K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +566.1% | 2,418 | $439K |
| Glass Jacobson Investment Advisors llc | 0.17% | Reduce -2.1% | 2,409 | $438K |
| Emergent Wealth Advisors, LLC | 0.28% | Reduce -0.3% | 2,408 | $438K |
| Indiana Trust & Investment Management Co | 0.14% | Reduce -1.8% | 2,401 | $436K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 2,400 | $436K |
| Longview Financial Advisors, Inc. | 0.37% | No change | 2,390 | $434K |
| Bienville Capital Management, LLC | 0.09% | Reduce -21.6% | 2,381 | $433K |
| Milestone Asset Management, LLC | 0.09% | Add +3.0% | 2,364 | $430K |
| OneAscent Wealth Management LLC | 0.16% | Add +41.4% | 2,359 | $429K |
| Mustard Seed Financial, LLC | 0.31% | No change | 2,348 | $427K |
| Pure Portfolios Holdings LLC | 0.14% | Add +5.4% | 2,342 | $426K |
| Solano Wealth Investment Advisors LLC | 0.22% | Add +100.9% | 2,340 | $425K |
| Apollon Financial, LLC | 0.09% | Reduce -4.7% | 2,334 | $424K |
| Zhang Financial LLC | 0.02% | Add +9.6% | 2,331 | $424K |
| Clear Point Advisors Inc. | 0.36% | Add +72.6% | 2,330 | $424K |
| Ignite Planners, LLC | 0.07% | New | 2,290 | $422K |
| Mitchell Sinkler & Starr | 0.20% | No change | 2,306 | $419K |
| Norris Financial Group, LLC | 0.17% | Reduce -13.3% | 2,305 | $419K |
| Factorial Partners, LLC | 0.30% | Reduce -91.1% | 2,300 | $418K |
| Credit Industriel Et Commercial | 0.09% | New | 2,290 | $416K |
| Brookwood Investment Group LLC | 0.07% | New | 2,277 | $414K |
| Empower Advisory Group, LLC | 0.00% | Add +52.3% | 2,267 | $412K |
| Mayport, LLC | 0.10% | Add +2.1% | 2,259 | $411K |
| Capital Market Strategies LLC | 0.29% | Reduce -6.6% | 2,253 | $410K |
| First Commonwealth Financial Corp | 0.09% | Reduce -74.1% | 2,252 | $409K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -48.3% | 2,249 | $409K |
| Empirical Asset Management, LLC | 0.13% | Reduce -0.1% | 2,233 | $406K |
| Saxony Capital Management, LLC | 0.31% | Add +29.0% | 2,217 | $403K |
| North Capital, Inc. | 0.35% | Reduce -7.6% | 2,215 | $403K |
| Wealth Management Associates, Inc. | 0.16% | Reduce -25.1% | 2,213 | $402K |
| Castleview Partners, LLC | 0.26% | Add +7.5% | 2,204 | $401K |
| Mendel Capital Management LLC | 0.23% | No change | 2,179 | $396K |
| Ballentine Partners, LLC | 0.01% | New | 2,175 | $395K |
| Astra Wealth Partners LLC | 0.32% | Reduce -10.9% | 2,171 | $395K |
| XML Financial, LLC | 0.03% | Add +2.4% | 2,157 | $392K |
| BCS Wealth Management | 0.08% | New | 2,159 | $392K |
| Baxter Bros Inc. | 0.05% | New | 2,154 | $391K |
| Alan B Lancz & Associates, Inc. | 0.39% | Reduce -9.9% | 2,140 | $389K |
| Schulz Wealth, LTD. | 0.29% | No change | 2,140 | $389K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -96.3% | 2,133 | $388K |
| Bridge Creek Capital Management LLC | 0.11% | Add +5.2% | 2,132 | $387K |
| OneAscent Family Office, LLC | 0.37% | New | 2,127 | $387K |
| Cresta Advisors, Ltd. | 0.19% | No change | 2,128 | $387K |
| McCollum Christoferson Group LLC | 0.11% | No change | 2,120 | $385K |
| Stone House Investment Management, LLC | 0.07% | Reduce -49.2% | 2,119 | $385K |
| SMART Wealth LLC | 0.12% | Add +2.8% | 2,108 | $383K |
| Pacific Sun Financial Corp | 0.20% | No change | 2,105 | $383K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 2,104 | $382K |
| Bank of New Hampshire | 0.09% | No change | 2,100 | $382K |
| Shapiro Capital Management LLC | 0.02% | No change | 2,100 | $382K |
| Crestwood Advisors Group, LLC | 0.01% | Add +13.5% | 2,099 | $382K |
| Bar Harbor Wealth Management | 0.02% | Add +35.0% | 2,099 | $381K |
| Axim Planning & Wealth | 0.35% | Add +9.3% | 2,097 | $381K |
| Silver Oak Wealth Advisors Services, LLC | 0.27% | No change | 2,094 | $381K |
| Fullcircle Wealth LLC | 0.14% | No change | 2,068 | $380K |
| First County Bank | 0.20% | Reduce -5.5% | 2,090 | $380K |
| Hills Bank & Trust Co | 0.02% | Add +5.6% | 2,087 | $379K |
| Lodestone Wealth Management LLC | 0.18% | Add +0.2% | 2,086 | $379K |
| Ameriflex Group, Inc. | 0.20% | Reduce -6.3% | 2,075 | $374K |
| GatePass Capital, LLC | 0.25% | Reduce -12.1% | 2,050 | $373K |
| Encompass More Asset Management | 0.09% | Reduce -48.8% | 2,041 | $371K |
| Royal Harbor Partners, LLC | 0.14% | Reduce -95.6% | 2,038 | $370K |
| Embree Financial Group | 0.06% | Add +0.7% | 2,038 | $370K |
| Vise Technologies, Inc. | 0.02% | — | 2,032 | $369K |
| NBT Bank, N.A. | 0.03% | Add +5.5% | 2,031 | $369K |
| America First Investment Advisors, LLC | 0.07% | Add +5.5% | 2,023 | $368K |
| ABLE Financial Group, LLC | 0.09% | Reduce -22.2% | 2,020 | $367K |
| Essential Planning, LLC. | 0.14% | No change | 2,000 | $363K |
| Blue Zone Wealth Advisors, LLC | 0.09% | No change | 2,000 | $363K |
| Boston Standard Wealth Management, LLC | 0.07% | Add +62.9% | 1,990 | $362K |
| Bogart Wealth, LLC | 0.02% | Add +39.1% | 1,981 | $360K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -23.0% | 1,955 | $359K |
| R. W. Roge & Company, Inc. | 0.20% | No change | 1,980 | $359K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,975 | $359K |
| Sfmg, LLC | 0.03% | Add +61.2% | 1,975 | $359K |
| Hirtle & Co., LLC | 0.02% | Reduce -94.3% | 1,970 | $358K |
| Ironwood Investment Counsel, LLC | 0.06% | Add +0.4% | 1,969 | $358K |
| Mystic Asset Management, Inc. | 0.09% | Add +17.5% | 1,956 | $355K |
| Strategic Blueprint, LLC | 0.02% | Reduce -59.0% | 1,954 | $355K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +0.4% | 1,953 | $355K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -32.1% | 1,949 | $354K |
| Fulton Bank, N.A. | 0.01% | Reduce -44.6% | 1,939 | $352K |
| NBW Capital LLC | 0.08% | New | 1,926 | $350K |
| First Hawaiian Bank | 0.05% | Reduce -63.5% | 1,920 | $349K |
| Duncker Streett & Co. Inc. | 0.06% | Reduce -1.9% | 1,915 | $348K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Reduce -0.5% | 1,883 | $346K |
| Smith Shellnut Wilson LLC | 0.15% | Reduce -7.1% | 1,895 | $344K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 1,891 | $344K |
| Tyler-Stone Wealth Management | 0.06% | Reduce -6.3% | 1,891 | $344K |
| Capital Advantage, Inc. | 0.05% | Reduce -3.9% | 1,889 | $343K |
| LFA - Lugano Financial Advisors SA | 0.20% | No change | 1,878 | $341K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,875 | $341K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -5.5% | 1,860 | $338K |
| MRWM Advisors, LLC | 0.21% | Add +10.5% | 1,856 | $337K |
| Cypress Capital, LLC | 0.10% | Add +10.5% | 1,856 | $337K |
| CFO4Life Group, LLC | 0.05% | Add +0.4% | 1,856 | $337K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -2.7% | 1,819 | $336K |
| Old Mission Investment Co LLC | 0.09% | Reduce -0.5% | 1,845 | $335K |
| IronBridge Private Wealth, LLC | 0.12% | No change | 1,844 | $335K |
| Financial Partners Group, LLC | 0.12% | Add +1.1% | 1,842 | $335K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | New | 1,842 | $335K |
| Main Street Group, LTD | 0.12% | Add +0.2% | 1,841 | $335K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +21.7% | 1,836 | $334K |
| HORAN Wealth, LLC | 0.10% | — | 1,831 | $333K |
| V2 Financial group LLC | 0.20% | Reduce -13.7% | 1,817 | $330K |
| Ogorek Anthony Joseph /NY/ | 0.10% | Add +0.1% | 1,816 | $330K |
| Avaii Wealth Management, LLC | 0.15% | Reduce -55.7% | 1,815 | $330K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -43.6% | 1,815 | $330K |
| Manhattan West Asset Management, LLC | 0.08% | Reduce -5.3% | 1,815 | $330K |
| GW Henssler & Associates Ltd. | 0.02% | New | 1,808 | $329K |
| Elevated Capital Advisors, LLC | 0.09% | No change | 1,896 | $328K |
| Aft, Forsyth & Company, Inc. | 0.17% | Add +0.2% | 1,805 | $328K |
| High Falls Advisors, Inc | 0.07% | Add +0.2% | 1,797 | $326K |
| TFO Wealth Partners, LLC | 0.06% | New | 1,794 | $326K |
| Higgins & Schmidt Wealth Strategies LLC | 0.18% | Reduce -0.4% | 1,791 | $325K |
| Westbourne Investment Advisors, Inc. | 0.10% | Add +0.4% | 1,789 | $325K |
| Fisher Asset Management | 0.00% | Reduce -52.6% | 1,788 | $325K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -13.4% | 1,778 | $323K |
| JB Capital LLC | 0.02% | Add +2.7% | 1,770 | $322K |
| Penbrook Management LLC | 0.24% | Reduce -18.4% | 1,770 | $322K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -26.1% | 1,768 | $321K |
| Nvest Financial, LLC | 0.17% | Reduce -39.5% | 1,768 | $321K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -6.1% | 1,761 | $320K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Add +6.7% | 1,754 | $319K |
| Kirr Marbach & Co. LLC | 0.06% | No change | 1,750 | $318K |
| Gibbs Wealth Management | 0.06% | Reduce -0.2% | 1,748 | $318K |
| Lighthouse Financial LLC | 0.24% | Reduce -5.5% | 1,730 | $314K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -99.6% | 1,726 | $314K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.3% | 1,718 | $312K |
| Bfsg, LLC | 0.03% | Reduce -8.8% | 1,717 | $312K |
| Pps&v Asset Management Consultants, Inc. | 0.20% | No change | 1,714 | $312K |
| Darden Wealth Group Inc | 0.19% | New | 1,710 | $311K |
| American Trust Investment Advisors, LLC | 0.16% | Reduce -49.6% | 1,706 | $310K |
| Peoples Financial Services Corp. | 0.15% | Reduce -19.7% | 1,705 | $310K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 1,697 | $308K |
| Ascent Group, LLC | 0.01% | New | 1,686 | $306K |
| Drucker Wealth 3.0, LLC | 0.06% | Reduce -16.4% | 1,646 | $304K |
| Briaud Financial Planning Inc | 0.12% | No change | 1,676 | $304K |
| Intrua Financial, LLC | 0.04% | Reduce -14.8% | 1,665 | $303K |
| 2UniFi Bank | 0.17% | No change | 1,653 | $300K |
| Channel Wealth LLC | 0.08% | Reduce -66.0% | 1,641 | $298K |
| Elm3 Financial Group, LLC | 0.25% | New | 1,635 | $297K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 1,631 | $297K |
| Crewe Advisors LLC | 0.04% | Add +0.1% | 1,629 | $296K |
| Dunhill Financial, LLC | 0.09% | Add +50.5% | 1,625 | $295K |
| Financial Architects, LLC | 0.18% | New | 1,625 | $295K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -9.2% | 1,622 | $295K |
| Next Capital Management LLC | 0.11% | Add +0.3% | 1,614 | $293K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.7% | 1,607 | $292K |
| Meritage Portfolio Management | 0.02% | Add +0.4% | 1,596 | $290K |
| WMG Financial Advisors, LLC | 0.11% | New | 1,594 | $290K |
| Austin Wealth Management, LLC | 0.05% | No change | 1,576 | $289K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,591 | $289K |
| Frederick Financial Consultants, LLC | 0.18% | Reduce -6.7% | 1,587 | $288K |
| Cooper Financial Group | 0.03% | Add +1.2% | 1,571 | $285K |
| DRW Securities, LLC | 0.02% | New | 1,567 | $285K |
| BIP Wealth, LLC | 0.02% | Reduce -38.2% | 1,566 | $285K |
| Total Wealth Planning & Management, Inc. | 0.25% | No change | 1,566 | $285K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 1,563 | $284K |
| 4J Wealth Management LLC | 0.19% | No change | 1,545 | $281K |
| Appleton Partners Inc. | 0.02% | Reduce -1.9% | 1,540 | $280K |
| Commonwealth Retirement Investments LLC | 0.11% | No change | 1,539 | $280K |
| GAMCO Investors | 0.00% | New | 1,535 | $279K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -6.2% | 1,511 | $278K |
| Mayfair Advisory Group, LLC | 0.13% | Add +0.7% | 1,514 | $277K |
| Millennium Capital Advisors, LLC | 0.18% | Add +15.2% | 1,521 | $276K |
| Revolve Wealth Partners, LLC | 0.04% | New | 1,519 | $276K |
| Monument Group Wealth Advisors, LLC | 0.17% | Add +0.4% | 1,517 | $276K |
| Welch & Forbes LLC | 0.00% | Add +0.7% | 1,514 | $275K |
| Mad River Investors | 0.12% | No change | 1,508 | $274K |
| Warwick Investment Management, Inc. | 0.05% | No change | 1,507 | $274K |
| IVC Wealth Advisors LLC | 0.13% | Add +5.2% | 1,505 | $274K |
| Red Door Wealth Management, LLC | 0.03% | Reduce -88.9% | 1,501 | $273K |
| Hedges Asset Management LLC | 0.22% | Reduce -57.1% | 1,500 | $273K |
| WPWealth LLP | 0.05% | Reduce -14.8% | 1,500 | $273K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -90.9% | 1,500 | $273K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -15.0% | 1,497 | $272K |
| Bank Hapoalim BM | 0.04% | Reduce -14.3% | 1,499 | $272K |
| Ascentis Wealth Management, LLC | 0.07% | Reduce -0.5% | 1,476 | $271K |
| Thompson Davis & Co., Inc. | 0.18% | No change | 1,491 | $271K |
| SilverOak Wealth Management LLC | 0.05% | New | 1,489 | $271K |
| Integrated Investment Consultants, LLC | 0.05% | No change | 1,487 | $270K |
| Sound Income Strategies, LLC | 0.02% | Reduce -1.3% | 1,481 | $269K |
| Granite Group Advisors, LLC | 0.16% | No change | 1,480 | $269K |
| Burney Co./ | 0.01% | New | 1,479 | $269K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,474 | $268K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -69.5% | 1,472 | $268K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 1,469 | $267K |
| MBE Wealth Management, LLC | 0.12% | Reduce -18.0% | 1,468 | $267K |
| Campbell Deegan Wealth Management, LLC | 0.26% | New | 1,464 | $266K |
| Chesapeake Wealth Management | 0.09% | Reduce -11.1% | 1,459 | $265K |
| Alhambra Investment Management LLC | 0.13% | Add +11.6% | 1,457 | $265K |
| IAM Advisory, LLC | 0.06% | Add +0.4% | 1,456 | $265K |
| Financial Designs Corp | 0.16% | New | 1,455 | $264K |
| Flynn Zito Capital Management, LLC | 0.11% | New | 1,451 | $264K |
| Unified Investment Management | 0.28% | Add +0.1% | 1,449 | $263K |
| Element Squared LLC | 0.16% | — | 1,446 | $263K |
| Naples Global Advisors, LLC | 0.02% | Add +10.7% | 1,445 | $263K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -6.5% | 1,445 | $263K |
| Kathleen S. Wright Associates Inc. | 0.10% | No change | 1,442 | $262K |
| Maxele Advisors, LLC | 0.23% | Add +14.3% | 1,435 | $261K |
| Clarus Wealth Advisors | 0.12% | Reduce -2.4% | 1,412 | $260K |
| Bernard Wealth Management Corp. | 0.12% | No change | 1,430 | $260K |
| Gimbal Financial | 0.16% | New | 1,421 | $258K |
| Paragon Capital Management Ltd | 0.05% | Add +0.2% | 1,418 | $258K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -4.4% | 1,410 | $256K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +7.8% | 1,410 | $256K |
| Motiv8 Investments LLC | 0.16% | No change | 1,401 | $255K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,401 | $255K |
| Capital Wealth Alliance, LLC | 0.14% | No change | 1,398 | $254K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Reduce -0.9% | 1,392 | $253K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +8.4% | 1,383 | $251K |
| Clarity Financial LLC | 0.03% | Add +9.6% | 1,375 | $250K |
| Vigilare Wealth Management | 0.09% | Reduce -44.1% | 1,371 | $249K |
| CPA Asset Management Group, LLC | 0.10% | No change | 1,370 | $249K |
| Wisconsin Wealth Advisors, LLC | 0.28% | Add +0.5% | 1,359 | $247K |
| Jim Saulnier & Associates, LLC | 0.17% | Add +0.5% | 1,354 | $246K |
| Reynders McVeigh Capital Management, LLC | 0.01% | No change | 1,341 | $244K |
| Elevatus Welath Management | 0.08% | New | 1,342 | $244K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -1.6% | 1,333 | $242K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,330 | $242K |
| Fogel Capital Management, Inc. | 0.13% | No change | 1,319 | $240K |
| S.A. Mason LLC | 0.12% | Reduce -1.6% | 1,319 | $240K |
| Balboa Wealth Partners | 0.05% | New | 1,315 | $239K |
| Cascade Investment Advisors, Inc. | 0.15% | No change | 1,314 | $239K |
| Archvest Wealth Advisors, Inc. | 0.21% | No change | 1,312 | $238K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +0.3% | 1,310 | $238K |
| Bricktown Capital, LLC | 0.04% | No change | 1,308 | $238K |
| Hudock, Inc. | 0.04% | Add +0.4% | 1,305 | $237K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -85.3% | 1,303 | $237K |
| Spectrum Financial Alliance Ltd LLC | 0.06% | Add +11.1% | 1,297 | $237K |
| MRP Capital Investments, LLC | 0.16% | No change | 1,300 | $236K |
| Clark Asset Management, LLC | 0.03% | New | 1,293 | $235K |
| Bender Robert & Associates | 0.05% | New | 1,274 | $232K |
| Occidental Asset Management, LLC | 0.03% | New | 1,273 | $231K |
| Arq Wealth Advisors, LLC | 0.08% | No change | 1,334 | $231K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -3.9% | 1,240 | $230K |
| Y.D. More Investments Ltd | 0.02% | Add +58.4% | 1,275 | $230K |
| Capital Squared Financial LLC | 0.27% | — | 1,266 | $230K |
| Compass Financial Services Inc | 0.11% | Add +2.7% | 1,257 | $228K |
| Libra Wealth LLC | 0.07% | New | 1,251 | $227K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -10.8% | 1,248 | $227K |
| RMR Wealth Builders | 0.02% | New | 1,248 | $227K |
| Earned Wealth Advisors, LLC | 0.04% | Reduce -3.8% | 1,242 | $226K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 1,240 | $225K |
| Southland Equity Partners LLC | 0.05% | Reduce -3.5% | 1,239 | $225K |
| Stewardship Advisors, LLC | 0.06% | Add +0.7% | 1,238 | $225K |
| Sargent Investment Group, LLC | 0.03% | No change | 1,230 | $225K |
| Mattern Wealth Management LLC | 0.05% | No change | 1,236 | $225K |
| JSF Financial, LLC | 0.05% | Add +0.3% | 1,225 | $223K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -48.0% | 1,219 | $222K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.1% | 1,212 | $220K |
| CAP Partners, LLC | 0.14% | Reduce -31.8% | 1,211 | $220K |
| TCTC Holdings, LLC | 0.01% | Reduce -11.0% | 1,210 | $220K |
| BankPlus Trust Department | 0.06% | No change | 1,201 | $218K |
| Lantz Financial LLC | 0.05% | New | 1,200 | $218K |
| Hayek Kallen Investment Management | 0.07% | No change | 1,200 | $218K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,200 | $218K |
| Semmax Financial Advisors Inc. | 0.06% | No change | 1,187 | $217K |
| McDonald Capital Investors Inc. | 0.01% | No change | 1,195 | $217K |
| Townsend & Associates, Inc | 0.02% | New | 1,157 | $217K |
| Forefront Wealth Management Inc. | 0.17% | Add +0.1% | 1,194 | $217K |
| Innova Wealth Partners | 0.13% | New | 1,192 | $217K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -20.2% | 1,187 | $216K |
| BLB&B Advisors, LLC | 0.01% | New | 1,187 | $216K |
| Pacific Point Advisors, LLC | 0.12% | New | 1,180 | $214K |
| Prosperitas Financial LLC | 0.10% | Reduce -2.9% | 1,174 | $213K |
| Parkside Advisors LLC | 0.05% | No change | 1,171 | $213K |
| Lynx Investment Advisory | 0.14% | New | 1,170 | $213K |
| Vanguard Group Inc. | 0.00% | Reduce -9.1% | 1,169 | $212K |
| Webster Bank, N. A. | 0.02% | No change | 1,166 | $212K |
| First American Trust, FSB | 0.02% | Reduce -4.0% | 1,166 | $212K |
| Busey Bank | 0.01% | Reduce -1.7% | 1,164 | $212K |
| SYM FINANCIAL Corp | 0.02% | Add +57500.0% | 1,152 | $209K |
| Guidance Point Advisors, LLC | 0.06% | New | 1,150 | $209K |
| BLVD Private Wealth, LLC | 0.20% | — | 1,149 | $209K |
| Colonial Trust Co / SC | 0.03% | No change | 1,151 | $208K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.1% | 1,146 | $208K |
| Sovereign Investment Advisors, LLC | 0.06% | New | 1,143 | $208K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,139 | $207K |
| Octavia Wealth Advisors, LLC | 0.02% | New | 1,138 | $207K |
| Element Wealth, LLC | 0.10% | New | 1,137 | $207K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 1,136 | $206K |
| Prudential PLC | 0.00% | Reduce -17.1% | 1,135 | $206K |
| Keel Point, LLC | 0.01% | Reduce -11.0% | 1,128 | $205K |
| Harbor Group, Inc. | 0.04% | New | 1,125 | $204K |
| Sandy Cove Advisors, LLC | 0.07% | Reduce -11.8% | 1,122 | $204K |
| CVA Family Office, LLC | 0.03% | Reduce -58.0% | 1,121 | $204K |
| Chapman Financial Group, LLC | 0.17% | — | 1,120 | $204K |
| Trace Wealth Advisors, LLC | 0.17% | New | 1,120 | $204K |
| Aspire Capital Advisors LLC | 0.06% | New | 1,119 | $203K |
| Brass Tax Wealth Management, Inc. | 0.04% | New | 1,114 | $202K |
| John G Ullman & Associates Inc. | 0.03% | New | 1,109 | $202K |
| Symphony Financial Services, Inc. | 0.12% | New | 1,113 | $200K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +19.7% | 1,077 | $196K |
| Ulland Investment Advisors, LLC | 0.15% | No change | 1,025 | $186K |
| Game Plan Financial Advisors, LLC | 0.08% | New | 1,000 | $182K |
| Elequin Capital, LP | 0.06% | New | 997 | $181K |
| Morgan Dempsey Capital Management LLC | 0.07% | Reduce -8.0% | 970 | $176K |
| TruNorth Capital Management, LLC | 0.04% | Reduce -11.6% | 967 | $176K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 949 | $172K |
| Sierra Ocean, LLC | 0.12% | New | 945 | $172K |
| Legend Financial Advisors, Inc. | 0.11% | New | 926 | $168K |
| Trust Co | 0.02% | Reduce -84.1% | 895 | $163K |
| Future Financial Wealth Managment LLC | 0.11% | No change | 880 | $160K |
| Missouri Trust & Investment Co | 0.05% | No change | 877 | $159K |
| Painted Porch Advisors LLC | 0.07% | Add +59.9% | 876 | $159K |
| Oakworth Capital, Inc. | 0.01% | Reduce -23.2% | 840 | $153K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -14.0% | 811 | $147K |
| GS Investments, Inc. | 0.06% | No change | 800 | $145K |
| Bristlecone Advisors, LLC | 0.01% | No change | 797 | $145K |
| Wagner Wealth Management, LLC | 0.03% | Reduce -3.5% | 772 | $140K |
| Perritt Capital Management Inc | 0.07% | Add +0.3% | 770 | $140K |
| EPG Wealth Management LLC | 0.04% | Reduce -88.6% | 771 | $140K |
| Promus Capital, LLC | 0.09% | Add +47.6% | 744 | $135K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.4% | 729 | $133K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 727 | $132K |
| Dagco, Inc. | 0.04% | No change | 720 | $131K |
| Fairscale Capital, LLC | 0.09% | Reduce -47.5% | 708 | $130K |
| Operose Advisors LLC | 0.03% | Reduce -8.8% | 665 | $121K |
| First Command Advisory Services, Inc. | 0.00% | No change | 650 | $118K |
| Key Financial Inc | 0.02% | Add +49.6% | 648 | $118K |
| Kiker Wealth Management, LLC | 0.07% | Reduce -3.8% | 640 | $116K |
| Creative Capital Management Investments LLC | 0.04% | No change | 640 | $116K |
| City State Bank | 0.04% | No change | 629 | $114K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +3.0% | 624 | $113K |
| Arax Advisory Partners | 0.01% | Add +49.6% | 612 | $111K |
| Cutler Capital Management, LLC | 0.04% | New | 560 | $102K |
| Maseco LLP | 0.00% | — | 559 | $102K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 557 | $101K |
| Wolff Wiese Magana LLC | 0.06% | No change | 541 | $98K |
| MPWM Advisory Solutions, LLC | 0.06% | Reduce -74.6% | 529 | $96K |
| Addison Advisors LLC | 0.02% | No change | 510 | $93K |
| Breakwater Investment Management | 0.04% | No change | 502 | $91K |
| Legacies Wealth LLC | 0.06% | No change | 500 | $91K |
| Avalon Trust Co | 0.01% | New | 500 | $91K |
| Versant Capital Management, Inc | 0.01% | No change | 490 | $89K |
| Financial Connections Group, Inc. | 0.04% | No change | 484 | $87K |
| LRI Investments, LLC | 0.01% | No change | 475 | $86K |
| Whipplewood Advisors, LLC | 0.05% | Reduce -86.4% | 471 | $86K |
| Providence Capital Advisors, LLC | 0.02% | New | 456 | $83K |
| Clearstead Trust, LLC | 0.02% | No change | 454 | $83K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +8.6% | 453 | $82K |
| Roxbury Financial LLC | 0.08% | Add +30.3% | 452 | $82K |
| Piscataqua Savings Bank | 0.07% | No change | 440 | $80K |
| Smartleaf Asset Management LLC | 0.01% | Add +35.1% | 423 | $77K |
| Pflug Koory, LLC | 0.04% | New | 421 | $77K |
| TFC Financial Management, Inc. | 0.01% | New | 418 | $76K |
| Realta Investment Advisors | 0.03% | Add +15.5% | 410 | $75K |
| Morling Financial Advisors, LLC | 0.02% | No change | 409 | $74K |
| TD Capital Management LLC | 0.01% | New | 408 | $74K |
| NFSG Corp | 0.01% | Reduce -10.3% | 392 | $71K |
| Boreal Capital Management LLC | 0.06% | — | 350 | $64K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -44.1% | 331 | $60K |
| Motco | 0.01% | Reduce -65.7% | 316 | $58K |
| Hanson & Doremus Investment Management | 0.01% | Add +30.5% | 308 | $56K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 303 | $55K |
| Lavaca Capital LLC | 0.02% | No change | 300 | $55K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 300 | $55K |
| Howe & Rusling Inc. | 0.00% | Add +51.9% | 287 | $52K |
| Eq Wealth Advisors, LLC | 0.03% | No change | 282 | $51K |
| Pin Oak Investment Advisors Inc. | 0.04% | Reduce -85.6% | 289 | $50K |
| GHP Investment Advisors, Inc. | 0.00% | Add +4.6% | 275 | $50K |
| MCF Advisors LLC | 0.00% | No change | 250 | $45K |
| PrairieView Partners, LLC | 0.00% | No change | 250 | $45K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 246 | $45K |
| Tidemark, LLC | 0.01% | Reduce -46.4% | 231 | $42K |
| South Plains Financial, Inc. | 0.03% | No change | 231 | $42K |
| Fairman Group, LLC | 0.03% | Add +0.4% | 229 | $42K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -60.3% | 229 | $42K |
| Richards, Merrill & Peterson, Inc. | 0.02% | Add +0.4% | 229 | $42K |
| Wellington Shields & Co., LLC | 0.01% | No change | 207 | $38K |
| Marquette Asset Management, LLC | 0.01% | No change | 207 | $38K |
| Creekmur Asset Management LLC | 0.01% | Add +6.8% | 203 | $37K |
| First Pacific Financial | 0.01% | Reduce -41.9% | 190 | $35K |
| GoalVest Advisory LLC | 0.01% | New | 189 | $34K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 188 | $34K |
| Walleye Capital LLC | 0.00% | Reduce -47.6% | 188 | $34K |
| Financial Perspectives, Inc | 0.01% | No change | 185 | $34K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 185 | $34K |
| Citizens National Bank Trust Department | 0.01% | No change | 185 | $34K |
| Old Second National Bank of Aurora | 0.01% | No change | 177 | $32K |
| Richardson Capital Management LLC | 0.02% | No change | 174 | $32K |
| Joseph Group Capital Management | 0.01% | Reduce -1.2% | 165 | $30K |
| Cambridge Financial Group, Inc. | 0.01% | No change | 160 | $29K |
| Investment Counsel Co. of Nevada | 0.06% | New | 158 | $29K |
| Van Eck Associates Corp. | 0.00% | No change | 152 | $28K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 150 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 150 | $27K |
| Princeton Global Asset Management LLC | 0.00% | No change | 146 | $27K |
| Nova Wealth Management, Inc. | 0.02% | New | 140 | $25K |
| Birchbrook, Inc. | 0.01% | No change | 139 | $25K |
| Pineridge Advisors LLC | 0.01% | No change | 133 | $24K |
| Resources Management Corp. /CT/ | 0.00% | Add +2560.0% | 133 | $24K |
| Coston, McIsaac & Partners | 0.01% | No change | 131 | $23K |
| NWK Group, Inc. | 0.01% | No change | 123 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 105 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 105 | $19K |
| Deane Retirement Strategies, Inc. | 0.01% | New | 104 | $19K |
| Red Tortoise LLC | 0.01% | No change | 102 | $19K |
| Solstein Capital, LLC | 0.01% | No change | 101 | $18K |
| Hemington Wealth Management | 0.00% | No change | 100 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 98 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 83 | $15K |
| Avion Wealth | 0.00% | No change | 85 | $15K |
| Nemes Rush Group LLC | 0.00% | Reduce -13.1% | 73 | $13K |
| Broadwater Capital Management LLC | 0.01% | Add +18074.7% | 12,904 | $13K |
| Pacific Center for Financial Services | 0.00% | Add +1.5% | 69 | $12K |
| Navigoe, LLC | 0.01% | Add +26.8% | 71 | $12K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -26.4% | 64 | $12K |
| Horrell Capital Management, Inc. | 0.00% | No change | 63 | $11K |
| Transce3nd, LLC | 0.00% | Add +41.9% | 61 | $11K |
| Hurley Capital, LLC | 0.01% | Add +1.7% | 59 | $11K |
| SJS Investment Consulting Inc. | 0.00% | No change | 56 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 56 | $10K |
| Aventus Investment Advisors, Inc. | 0.01% | — | 53 | $10K |
| Copia Wealth Management | 0.01% | No change | 53 | $10K |
| Kentucky Trust Co | 0.01% | No change | 53 | $10K |
| CNB Bank | 0.00% | No change | 52 | $9K |
| City Holding Co. | 0.00% | New | 52 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 51 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 50 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 50 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +360.0% | 46 | $8K |
| 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% | Reduce -85.0% | 44 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 41 | $7K |
| Kennebec Savings Bank | 0.01% | No change | 36 | $7K |
| Traub Capital Management LLC | 0.01% | — | 36 | $7K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 36 | $7K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 35 | $6K |
| Clear Investment Research, LLC | 0.01% | No change | 33 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 30 | $5K |
| New Millennium Group LLC | 0.00% | Reduce -63.2% | 25 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 25 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 24 | $4K |
| Chilton Capital Management LLC | 0.00% | New | 24 | $4K |
| Rialto Wealth Management, LLC | 0.00% | New | 22 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 21 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 20 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $4K |
| HFM Investment Advisors, LLC | 0.00% | No change | 19 | $3K |
| Kilter Group LLC | 0.00% | New | 18 | $3K |
| Blume Capital Management, Inc. | 0.00% | New | 17 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -96.1% | 17 | $3K |
| Tower View Wealth Management LLC | 0.00% | No change | 16 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -11.8% | 15 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 14 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -22.2% | 14 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -54.2% | 11 | $2K |
| Summer Road LLC | 0.00% | New | 10 | $2K |
| Proffitt & Goodson Inc. | 0.00% | New | 7 | $1K |
| New Republic Capital, LLC | 0.00% | No change | 6 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 4 | $727 |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $7 |
| 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.