Invesco S&P 500 Equal WeightRSPETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 2,132 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 183 from Q3 2025. 162 opened new positions and 89 sold out. The largest holders were Morgan Stanley ($6.0B), Northwestern Mutual Wealth Management Co. ($5.0B) and Bank of America Corp. ($4.2B). 10 famous investors held it, including Stanley Druckenmiller (5.3% of Duquesne Family Office's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 162 | $2.3B |
| Exits | 89 | $621.9M |
All 13F filers, Q3 2025 → Q4 2025: 37,891,709 shares bought and 17,138,994 shares sold, net +20,752,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,132 holders
| Morgan Stanley | 0.36% | Add +7.9% | 31,346,217 | $6.0B |
| Northwestern Mutual Wealth Management Co. | 3.18% | Add +3.8% | 26,252,217 | $5.0B |
| Bank of America Corp. | 0.30% | Add +3.7% | 21,802,619 | $4.2B |
| Goldman Sachs Group Inc. | 0.32% | Add +46.7% | 11,696,710 | $2.2B |
| Invesco Ltd. | 0.18% | Add +4.6% | 10,144,784 | $1.9B |
| UBS Group AG | 0.37% | Add +39.8% | 9,824,792 | $1.9B |
| State of Wisconsin Investment Board | 3.65% | Add +14.3% | 8,485,519 | $1.6B |
| Wells Fargo & Company | 0.25% | Reduce -0.7% | 6,624,063 | $1.3B |
| LPL Financial LLC | 0.29% | Add +7.1% | 5,486,948 | $1.1B |
| Texas Permanent School Fund Corp. | 47.94% | Reduce -40.5% | 5,469,896 | $1.0B |
| Cresset Asset Management, LLC | 3.49% | Add +6.4% | 4,284,454 | $820.7M |
| Japan Science & Technology Agency | 13.35% | No change | 3,792,112 | $726.4M |
| Raymond James Financial Inc. | 0.22% | Reduce -0.5% | 3,700,072 | $708.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 3.47% | Add +0.3% | 3,579,650 | $685.7M |
| Ameriprise Financial Inc. | 0.15% | Add +0.7% | 3,551,658 | $680.3M |
| Royal Bank of Canada | 0.10% | Reduce -11.8% | 3,090,892 | $592.1M |
| Truist Financial Corp. | 0.71% | Reduce -4.1% | 2,757,713 | $528.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.80% | Add +13.1% | 2,460,000 | $471.2M |
| Keybank National Association | 1.59% | Reduce -35.8% | 2,320,620 | $444.5M |
| BNP Paribas Financial Markets | 0.28% | Reduce -9.8% | 2,260,584 | $433.0M |
| Cerity Partners LLC | 0.55% | Add +11.8% | 1,963,478 | $376.1M |
| Focus Partners Wealth | 0.41% | Add +44.5% | 1,874,285 | $359.0M |
| Citigroup Inc. | 0.25% | Add +61.8% | 1,872,303 | $358.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -33.0% | 1,856,291 | $355.6M |
| Envestnet Asset Management Inc. | 0.10% | Add +0.9% | 1,774,952 | $340.0M |
| Varma Mutual Pension Insurance Co | 1.98% | New | 1,708,000 | $327.2M |
| Phoenix Financial Ltd. | 3.37% | Reduce -8.1% | 1,625,542 | $311.4M |
| Clal Insurance Enterprises Holdings Ltd | 1.98% | New | 1,600,000 | $306.5M |
| Barclays PLC | 0.12% | Add +176.4% | 1,524,057 | $291.9M |
| BW Gestao de Investimentos Ltda. | 10.12% | New | 1,499,100 | $287.2M |
| Rockefeller Capital Management L.P. | 0.49% | Add +8.2% | 1,434,548 | $274.8M |
| HighTower Advisors, LLC | 0.30% | Add +4.1% | 1,409,611 | $270.0M |
| Osaic Holdings, Inc. | 0.37% | Reduce -8.8% | 1,337,435 | $256.3M |
| LBMC Investment Advisors, LLC | 15.81% | Reduce -0.3% | 1,332,133 | $255.2M |
| Moore Capital Management, LP | 4.98% | Add +3315.5% | 1,222,346 | $234.2M |
| Duquesne Family Office | 5.33% | New | 1,173,925 | $224.9M |
| Voya Investment Management LLC | 0.25% | New | 1,141,275 | $218.6M |
| Freedom Together Foundation | 26.72% | No change | 1,100,000 | $210.7M |
| Stifel Financial Corp. | 0.19% | Add +2.1% | 1,094,052 | $209.6M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -0.7% | 1,071,458 | $205.2M |
| Cetera Investment Advisers | 0.22% | Reduce -2.1% | 1,043,865 | $200.0M |
| Brown Advisory Inc. | 0.23% | Reduce -4.2% | 858,865 | $164.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -29.0% | 802,717 | $153.8M |
| Trust Co of Tennessee | 30.36% | Add +2.4% | 797,760 | $152.8M |
| Horizon Investments, LLC | 1.91% | Add +0.2% | 786,841 | $150.7M |
| Ally Financial Inc. | 17.96% | No change | 768,000 | $147.1M |
| Caisse de depot et placement du Quebec | 0.25% | New | 757,000 | $145.0M |
| First Interstate Bank | 7.78% | Add +1.1% | 756,370 | $144.9M |
| CI Investments Inc. | 0.59% | No change | 705,470 | $135.1M |
| Janney Montgomery Scott LLC | 0.31% | Reduce -5.2% | 695,867 | $133.3M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Reduce -13.8% | 684,869 | $131.2M |
| Erste Asset Management GmbH | 1.10% | Add +127.0% | 683,360 | $130.9M |
| Clearstead Advisors, LLC | 1.65% | Add +12.4% | 681,315 | $130.5M |
| Summit Trail Advisors, LLC | 2.22% | Reduce -24.6% | 669,322 | $128.2M |
| MAI Capital Management | 0.70% | Add +11.0% | 633,714 | $121.4M |
| Schusterman Interests, LLC | 27.40% | No change | 625,000 | $119.7M |
| Valeo Financial Advisors, LLC | 2.56% | Reduce -3.3% | 599,980 | $114.9M |
| SCS Capital Management LLC | 1.21% | Add +56.2% | 596,705 | $114.3M |
| AlphaCore Capital LLC | 2.55% | Add +622.2% | 593,537 | $113.7M |
| Bell Bank | 4.81% | Add +102.2% | 587,480 | $112.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -0.2% | 567,165 | $111.7M |
| Csenge Advisory Group | 5.03% | Add +4.4% | 580,044 | $111.1M |
| Kestra Advisory Services, LLC | 0.46% | Reduce -5.0% | 578,600 | $110.8M |
| Aptus Capital Advisors, LLC | 0.92% | Add +24.9% | 565,821 | $108.4M |
| US Bancorp \de | 0.12% | Reduce -10.0% | 554,054 | $106.1M |
| Blair William & Co. | 0.28% | Add +34.0% | 549,986 | $105.4M |
| Cercano Management LLC | 3.88% | Reduce -14.4% | 534,478 | $102.4M |
| MKP Capital Management, L.L.C. | 3.56% | New | 522,000 | $100.0M |
| Moment Partners, LLC | 20.47% | Add +2.9% | 519,455 | $99.5M |
| Endurance Services Ltd | 17.33% | No change | 511,000 | $97.9M |
| Glenmede Trust Co. NA | 0.44% | — | 490,046 | $93.9M |
| MML Investors Services, LLC | 0.23% | Add +6.1% | 484,997 | $92.9M |
| CENTRAL TRUST Co | 1.81% | Reduce -0.4% | 483,298 | $92.6M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -1.4% | 474,334 | $90.9M |
| Rock Creek Group LLC | 10.05% | Reduce -28.1% | 467,881 | $89.6M |
| Vanderbilt University | 15.27% | Add +0.4% | 467,029 | $89.5M |
| FAS Wealth Partners, Inc. | 5.68% | Add +1.6% | 458,668 | $87.9M |
| Beacon Pointe Advisors, LLC | 0.62% | Add +176.7% | 457,299 | $87.6M |
| CIBC Private Wealth Group LLC | 0.15% | Add +20.0% | 452,511 | $86.7M |
| Waverly Advisors, LLC | 0.69% | Reduce -9.8% | 446,606 | $85.6M |
| Chai Trust Co. LLC | 7.32% | No change | 1,865,494 | $84.9M |
| Jabodon PT Co. | 11.05% | New | 436,069 | $83.5M |
| Naman Capital Ltda | 23.06% | Reduce -13.0% | 427,975 | $82.0M |
| Mariner, LLC | 0.10% | Add +3.4% | 425,884 | $81.6M |
| Private Advisor Group, LLC | 0.38% | Reduce -1.2% | 421,963 | $80.8M |
| NewEdge Advisors, LLC | 0.29% | Add +24.3% | 410,857 | $78.7M |
| Wellington Management Group LLP | 0.01% | New | 396,364 | $75.9M |
| Peapack Gladstone Financial Corp. | 0.93% | Add +18.1% | 383,502 | $73.5M |
| Consolidated Investment Group LLC | 8.72% | No change | 380,395 | $72.9M |
| First Manhattan Co. Llc. | 0.19% | Reduce -23.2% | 380,152 | $72.8M |
| Dakota Wealth Management | 1.29% | Add +0.1% | 378,130 | $72.4M |
| Venture Visionary Partners LLC | 2.35% | Reduce -0.6% | 375,222 | $71.9M |
| Bernicke Wealth Management, Ltd. | 9.22% | — | 374,721 | $71.8M |
| Choreo, LLC | 0.89% | Add +5.8% | 362,087 | $70.0M |
| Jones Financial Companies LLLP | 0.04% | Add +21.8% | 355,271 | $68.1M |
| Exencial Wealth Advisors, LLC | 2.15% | Add +4.8% | 355,002 | $68.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.84% | Add +2.6% | 354,814 | $68.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.07% | Add +27.5% | 352,732 | $67.6M |
| Equitable Holdings, Inc. | 0.46% | Add +6.2% | 350,466 | $67.1M |
| Stratos Wealth Partners, LTD. | 0.76% | Reduce -0.2% | 346,769 | $66.4M |
| Spider Management Company, LLC | 29.25% | No change | 343,186 | $65.7M |
| Corient Private Wealth LP | 0.09% | Add +16.9% | 341,744 | $65.6M |
| Total Investment Management Inc. | 8.41% | Add +1.4% | 342,244 | $65.6M |
| Comerica Bank | 0.26% | Add +0.7% | 338,295 | $64.8M |
| OpenArc Corporate Advisory, LLC | 1.06% | — | 336,078 | $64.4M |
| First Western Trust Bank | 3.14% | Reduce -4.0% | 333,061 | $63.8M |
| Southern Farm Bureau Life Insurance | 6.50% | No change | 328,428 | $62.9M |
| Perbak Capital Partners LLP | 18.96% | Add +12.0% | 324,343 | $62.1M |
| Bridges Investment Management Inc. | 0.77% | Add +14.5% | 316,978 | $60.7M |
| Fiduciary Trust Co | 0.68% | Reduce -12.6% | 311,402 | $59.7M |
| CoreCap Advisors, LLC | 2.05% | Add +118.3% | 307,043 | $58.8M |
| Engineers Gate Manager LP | 0.69% | Add +166.3% | 304,722 | $58.4M |
| &partners | 0.30% | Add +49.3% | 303,269 | $58.2M |
| SummitTX Capital, L.P. | 1.74% | New | 299,442 | $57.4M |
| Berkshire Money Management, Inc. | 5.47% | Add +5.9% | 299,108 | $57.3M |
| Sollinda Capital Management LLC | 14.43% | Add +1002.8% | 294,822 | $56.5M |
| Cibc World Market Inc. | 0.10% | Reduce -19.5% | 294,544 | $56.4M |
| One Day In July LLC | 4.62% | Add +8.4% | 293,276 | $56.2M |
| NewEdge Wealth, LLC | 0.63% | Add +611.8% | 291,902 | $55.9M |
| Wharton Business Group, LLC | 2.10% | Add +0.7% | 288,593 | $55.3M |
| Dynasty Wealth Management, LLC | 0.53% | Add +70.5% | 280,574 | $53.7M |
| Baird Financial Group, Inc. | 0.08% | Add +10.1% | 279,038 | $53.5M |
| Sanctuary Advisors, LLC | 0.29% | Add +12.5% | 277,366 | $53.1M |
| HSBC Holdings PLC | 0.03% | Add +655.9% | 269,858 | $51.9M |
| McAdam, LLC | 2.37% | Add +2.7% | 270,691 | $51.9M |
| Brookstone Capital Management | 0.59% | Add +2.5% | 269,874 | $51.7M |
| Arvest Investments, Inc. | 7.07% | Add +4.2% | 262,534 | $50.3M |
| Creative Planning | 0.04% | Add +20.5% | 262,138 | $50.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +349.4% | 259,948 | $49.8M |
| Mason Street Advisors, LLC | 4.89% | Add +70.0% | 259,430 | $49.7M |
| CBIZ Investment Advisory Services, LLC | 1.86% | Add +20.4% | 257,030 | $49.1M |
| Bank of Montreal | 0.02% | Add +8.9% | 254,523 | $48.8M |
| Rainey & Randall Wealth Advisors Inc. | 7.93% | Add +1.6% | 253,675 | $48.6M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +4.6% | 245,890 | $47.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.33% | Add +346.9% | 245,595 | $47.1M |
| Federation des caisses Desjardins du Quebec | 0.18% | Add +12.2% | 243,991 | $46.7M |
| Neuberger Berman Group LLC | 0.03% | Add +81.1% | 234,692 | $45.0M |
| Sapient Capital LLC | 0.63% | Add +2.0% | 230,449 | $44.5M |
| Greenwood Gearhart LLC | 2.45% | Reduce -0.6% | 232,212 | $44.5M |
| HB Wealth Management, LLC | 0.29% | Add +5.0% | 230,519 | $44.2M |
| Citadel Advisors | 0.03% | Add +64.5% | 229,742 | $44.0M |
| Oarsman Capital, Inc. | 5.67% | Add +13.9% | 227,723 | $43.6M |
| Activest Wealth Management | 8.06% | Reduce -3.7% | 225,161 | $43.1M |
| Banco Santander, S.A. | 0.32% | Reduce -5.8% | 220,609 | $42.3M |
| Joule Financial, LLC | 12.65% | Reduce -1.3% | 220,490 | $42.2M |
| Atlanta Consulting Group Advisors, LLC | 9.49% | Add +0.1% | 218,789 | $41.9M |
| Permanent Capital Management, LP | 8.14% | Add +0.6% | 218,091 | $41.8M |
| Common Fund for Nonprofit Organizations | 3.39% | Reduce -1.7% | 217,992 | $41.8M |
| FSA Investment Group, LLC | 24.26% | Add +15.3% | 207,763 | $39.8M |
| HM Payson & Co. | 0.55% | Reduce -22.6% | 204,199 | $39.1M |
| TRUE Private Wealth Advisors | 3.88% | Reduce -2.2% | 202,336 | $38.8M |
| Axiom Financial Strategies, LLC | 16.28% | Add +3.7% | 201,965 | $38.7M |
| Millennium Management | 0.03% | Add +182.3% | 200,614 | $38.4M |
| New Harbor Financial Group, LLC | 7.03% | Add +7.2% | 200,264 | $38.4M |
| WESCAP Management Group, Inc. | 7.68% | Reduce -0.3% | 197,740 | $37.9M |
| National Bank of Canada | 0.04% | Add +1.1% | 196,960 | $37.7M |
| Elk River Wealth Management LLC | 6.06% | Reduce -0.5% | 197,518 | $37.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -29.6% | 189,478 | $37.5M |
| Requisite Capital Management, LLC | 7.09% | Reduce -2.1% | 195,014 | $37.4M |
| Steele Capital Management, Inc. | 1.60% | Add +2.8% | 194,782 | $37.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +55.4% | 194,700 | $37.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 2.62% | No change | 193,976 | $37.2M |
| Vicus Capital | 2.77% | Add +1.4% | 192,469 | $36.9M |
| Integrated Wealth Concepts LLC | 0.44% | Reduce -29.3% | 192,315 | $36.8M |
| Arete Wealth Advisors, LLC | 2.55% | Add +3.0% | 192,229 | $36.8M |
| Arkadios Wealth Advisors | 0.73% | Add +10.8% | 192,103 | $36.8M |
| Howard Financial Services, LTD. | 4.29% | Reduce -2.4% | 191,639 | $36.7M |
| Pinnacle Financial Partners, Inc. | 0.28% | — | 190,548 | $36.5M |
| Bangor Savings Bank | 2.93% | Add +7.9% | 190,142 | $36.4M |
| D.A. Davidson & Co. | 0.22% | Add +6.4% | 189,058 | $36.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.86% | Reduce -29.1% | 188,706 | $36.1M |
| Main Management LLC | 2.58% | Add +4.9% | 187,430 | $35.9M |
| BlackRock, Inc. | 0.00% | Add +59.2% | 181,633 | $34.8M |
| Arvest Bank Trust Division | 1.88% | Add +0.6% | 181,473 | $34.8M |
| Hennion & Walsh Asset Management, Inc. | 1.19% | Add +5.7% | 180,480 | $34.6M |
| Gotham Asset Management | 0.13% | Add +4.4% | 179,373 | $34.4M |
| Granite Bay Wealth Management, LLC | 8.15% | Add +6.6% | 175,632 | $33.6M |
| Sage Financial Group Inc. | 2.20% | New | 173,187 | $33.2M |
| SimpliFi, Inc. | 13.90% | Add +202.5% | 171,537 | $32.9M |
| Badgley Phelps Wealth Managers, LLC | 0.60% | Reduce -2.9% | 170,347 | $32.6M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4.75% | New | 168,436 | $32.3M |
| Captrust Financial Advisors | 0.06% | Add +14.4% | 168,365 | $32.3M |
| Financially Speaking Inc | 20.37% | New | 164,337 | $31.5M |
| Davidson Capital Management Inc. | 6.81% | Add +1.1% | 164,285 | $31.5M |
| Davis Investment Partners, LLC | 10.82% | Reduce -3.3% | 160,468 | $30.9M |
| Shufro Rose & Co. LLC | 2.08% | Reduce -2.8% | 159,796 | $30.6M |
| Kera Capital Partners, Inc. | 3.76% | Add +3.2% | 153,782 | $30.5M |
| OP Asset Management Ltd | 0.36% | No change | 158,782 | $30.4M |
| Farther Finance Advisors, LLC | 0.33% | Reduce -2.1% | 158,684 | $30.4M |
| Pinnacle Associates Ltd. | 0.39% | Reduce -0.8% | 158,526 | $30.4M |
| Southeast Asset Advisors, LLC | 2.88% | Add +0.5% | 158,201 | $30.3M |
| Frisch Financial Group, Inc. | 6.79% | Add +0.8% | 158,185 | $30.3M |
| StoneX Group Inc. | 1.31% | Add +0.8% | 157,960 | $30.3M |
| Solidarity Wealth, LLC | 6.13% | New | 156,477 | $30.0M |
| Jackson, Grant Investment Advisers, Inc. | 9.86% | Add +2.3% | 156,374 | $30.0M |
| Old Mission Capital LLC | 1.16% | Add +364.1% | 156,354 | $30.0M |
| Robertson Stephens Wealth Management, LLC | 0.84% | Add +1.9% | 156,253 | $29.9M |
| FineMark National Bank & Trust | 0.93% | Add +350.7% | 154,880 | $29.7M |
| Sachem Head Capital Management LP | 0.69% | New | 153,100 | $29.3M |
| Mustico Financial Group, Inc. | 22.53% | Add +1.0% | 148,315 | $29.2M |
| Riversedge Advisors, LLC | 4.73% | Add +10.8% | 151,988 | $29.1M |
| Summit Financial, LLC | 0.43% | Reduce -14.4% | 151,766 | $29.1M |
| Jump Financial, LLC | 0.39% | New | 150,839 | $28.9M |
| One William Street Capital Management, L.P. | 67.29% | New | 150,000 | $28.7M |
| Wealth Advisors of Iowa, LLC | 9.43% | Add +0.5% | 149,982 | $28.7M |
| Waterloo Capital, L.P. | 2.07% | Add +1.0% | 149,865 | $28.7M |
| Stratos Investment Management, LLC | 1.15% | Reduce -0.4% | 149,818 | $28.7M |
| FMR LLC | 0.00% | Add +16.9% | 149,268 | $28.6M |
| Montag A & Associates Inc. | 1.30% | Reduce -3.6% | 148,712 | $28.5M |
| LTG Capital LLC | 22.14% | Add +31.5% | 148,293 | $28.4M |
| Jefferies Financial Group Inc. | 0.24% | Reduce -9.9% | 147,822 | $28.3M |
| PJT Investments Corp. | 16.51% | Add +0.3% | 147,198 | $28.2M |
| Sequoia Financial Advisors, LLC | 0.16% | Reduce -4.2% | 146,212 | $28.0M |
| IFP Advisors, Inc | 0.62% | Reduce -14.6% | 145,117 | $27.8M |
| Manning & Napier Advisors LLC | 0.36% | Add +12.1% | 143,025 | $27.6M |
| Cwm, LLC | 0.07% | Reduce -5.2% | 143,173 | $27.4M |
| Allen Investment Management, LLC | 0.30% | Add +32.9% | 142,450 | $27.3M |
| Advisory Services Network, LLC | 0.38% | Add +3.2% | 140,977 | $27.0M |
| Axxcess Wealth Management, LLC | 0.48% | Add +722.3% | 140,493 | $26.9M |
| Tucker Asset Management LLC | 7.83% | Reduce -8.8% | 140,446 | $26.9M |
| Matauro, LLC | 4.05% | Add +14.2% | 140,332 | $26.9M |
| PartnerRe Asset Management CORP | 19.19% | — | 139,696 | $26.8M |
| Montis Financial, LLC | 5.21% | Add +7.7% | 137,600 | $26.4M |
| GenTrust, LLC | 1.14% | Add +4.2% | 137,070 | $26.3M |
| Heck Capital Advisors, LLC | 1.96% | Reduce -54.7% | 137,013 | $26.2M |
| Quantinno Capital Management LP | 0.05% | Add +83.2% | 135,863 | $26.0M |
| Fairway Wealth LLC | 7.00% | Add +3.9% | 135,457 | $25.9M |
| Brogan Financial, Inc. | 11.33% | Reduce -0.8% | 135,319 | $25.9M |
| Toronto Dominion Bank | 0.05% | Add +132.1% | 134,339 | $25.7M |
| Wealthspire Advisors, LLC | 0.20% | Reduce -0.9% | 134,069 | $25.7M |
| Stephenson & Company, Inc. | 13.93% | Add +2.6% | 132,428 | $25.4M |
| Lido Advisors, LLC | 0.10% | Reduce -3.0% | 132,974 | $25.4M |
| Glen Eagle Advisors, LLC | 3.32% | Reduce -5.7% | 127,481 | $24.4M |
| TD Waterhouse Canada Inc. | 0.15% | Add +2.3% | 127,406 | $24.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.12% | Reduce -0.2% | 126,960 | $24.3M |
| Vectors Research Management, LLC | 7.40% | Add +5.0% | 126,619 | $24.3M |
| McAlister, Sweet & Associates, Inc. | 18.37% | Add +1.1% | 39,380 | $24.2M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -1.6% | 126,143 | $24.2M |
| Titleist Asset Management, LLC | 1.95% | Add +4.3% | 126,089 | $24.2M |
| Dimension Capital Management LLC | 3.37% | Add +3.8% | 125,354 | $24.0M |
| BBR Partners, LLC | 1.28% | Reduce -2.5% | 124,113 | $23.8M |
| Alliancebernstein L.P. | 0.01% | Add +25.5% | 124,096 | $23.8M |
| Arlington Trust Co LLC | 2.42% | Add +11.3% | 123,950 | $23.7M |
| Tiller Private Wealth, Inc. | 8.39% | Reduce -0.8% | 123,093 | $23.6M |
| Compass Wealth Management LLC | 5.79% | Reduce -1.9% | 121,300 | $23.2M |
| Patton Fund Management, Inc. | 3.11% | Add +5.4% | 121,023 | $23.2M |
| Fairvoy Private Wealth, LLC | 5.19% | Add +1.0% | 120,994 | $23.2M |
| Petrus Trust Company, LTA | 2.34% | No change | 120,850 | $23.2M |
| Kelleher Financial Advisors | 5.34% | Add +81.7% | 120,443 | $23.1M |
| Equitable Trust Co. | 1.02% | Add +2.9% | 119,234 | $22.8M |
| Invariant Investment Management | 14.59% | — | 115,322 | $22.8M |
| Capital Advisors, Ltd. LLC | 2.56% | Add +3.8% | 118,726 | $22.7M |
| Money Concepts Capital Corp. | 1.26% | Reduce -12.9% | 117,474 | $22.5M |
| NTV Asset Management LLC | 2.37% | Reduce -0.6% | 116,907 | $22.4M |
| Kirtland Hills Capital Management, LLC | 7.78% | Add +24.8% | 115,793 | $22.2M |
| Advocacy Wealth Management, LLC | 0.93% | Reduce -2.9% | 115,576 | $22.1M |
| Baker Avenue Asset Management, LP | 0.51% | Add +2.3% | 114,866 | $22.0M |
| LeConte Wealth Management, LLC | 14.34% | Reduce -8.4% | 114,583 | $21.9M |
| Biltmore Family Office, LLC | 3.02% | Add +19.7% | 114,039 | $21.8M |
| Roth Financial Partners LLC | 7.20% | Add +4.6% | 113,928 | $21.8M |
| Bernardo Wealth Planning LLC | 4.14% | Add +0.1% | 113,431 | $21.7M |
| Port Capital LLC | 0.93% | Add +27.2% | 112,775 | $21.6M |
| New England Capital Financial Advisors LLC | 8.43% | Add +1.1% | 112,630 | $21.6M |
| Seneca House Advisors | 8.05% | Reduce -15.3% | 112,334 | $21.5M |
| Wealth Advisory Solutions, LLC | 5.00% | Add +63.7% | 111,894 | $21.4M |
| Flagship Harbor Advisors, LLC | 1.01% | Add +6.3% | 111,626 | $21.4M |
| Sightline Wealth Advisors, LLC | 9.11% | Reduce -13.4% | 111,530 | $21.4M |
| Sepio Capital, LP | 1.17% | Add +4.7% | 111,305 | $21.3M |
| WealthBridge Capital Management, LLC | 4.83% | Add +0.0% | 110,628 | $21.2M |
| Geneos Wealth Management Inc. | 0.52% | Add +3.1% | 110,120 | $21.1M |
| Sigma Investment Counselors Inc. | 1.06% | New | 108,855 | $20.9M |
| Kopp Family Office, LLC | 13.15% | Add +35.2% | 107,516 | $20.6M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +1.6% | 105,547 | $20.2M |
| Lowe Brockenbrough & Co. Inc. | 0.99% | Add +0.5% | 105,011 | $20.1M |
| Ieq Capital, LLC | 0.06% | Reduce -0.0% | 104,685 | $20.1M |
| Soros Fund Management | 0.36% | Reduce -87.5% | 104,067 | $19.9M |
| RFP Financial Group LLC | 9.43% | Add +66.2% | 102,776 | $19.7M |
| Franklin Resources Inc. | 0.00% | Add +3.3% | 102,144 | $19.6M |
| Ascent Wealth Partners, LLC | 2.25% | Add +2.1% | 101,883 | $19.5M |
| Sterneck Capital Management, LLC | 8.77% | Add +1.8% | 101,703 | $19.5M |
| Bright Financial Advisors, Inc. | 9.19% | Add +1.3% | 101,564 | $19.5M |
| Cary Street Partners Financial LLC | 0.48% | Add +2.7% | 101,322 | $19.4M |
| Raelipskie Partnership | 8.06% | Add +2.0% | 100,335 | $19.2M |
| Evernest Financial Advisors, LLC | 4.02% | Add +14.5% | 94,878 | $19.2M |
| Inlight Wealth Management, LLC | 6.99% | Add +35.8% | 99,712 | $19.1M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +22.5% | 99,503 | $19.1M |
| Walleye Partners, LLC | 21.12% | — | 99,231 | $19.0M |
| Wealth Forward, LLC | 10.73% | Reduce -1.2% | 99,181 | $19.0M |
| Compton Wealth Advisory Group, LLC | 4.12% | Reduce -0.3% | 98,319 | $18.8M |
| Vaughan David Investments LLC | 0.41% | Reduce -0.0% | 97,900 | $18.8M |
| Westwood Holdings Group Inc. | 0.15% | Add +155.2% | 97,743 | $18.7M |
| Breakwater Capital Group | 2.60% | Add +0.2% | 97,397 | $18.7M |
| Parcion Private Wealth LLC | 1.13% | Reduce -2.9% | 96,538 | $18.5M |
| Kaydan Wealth Management, Inc. | 5.30% | Reduce -0.6% | 95,685 | $18.3M |
| Ballast, Inc. | 4.27% | Add +3.9% | 95,336 | $18.3M |
| Aft, Forsyth & Sober, LLC | 5.53% | No change | 95,300 | $18.3M |
| Sageworth Trust Co | 0.78% | Add +4.8% | 95,269 | $18.2M |
| Advisor OS, LLC | 1.46% | Add +5.2% | 94,888 | $18.2M |
| CSS LLC | 3.04% | Add +6.0% | 94,842 | $18.2M |
| Carroll Advisory Group, LLC | 7.84% | — | 94,641 | $18.1M |
| Sage Rhino Capital LLC | 3.42% | Reduce -0.1% | 94,396 | $18.1M |
| Courier Capital LLC | 1.01% | Add +3.1% | 93,987 | $18.0M |
| Davidson Kahn Capital Management, LLC | 9.26% | Add +16.9% | 92,991 | $17.8M |
| ExodusPoint Capital Management, LP | 0.20% | New | 92,886 | $17.8M |
| Peak Financial Management, Inc. | 4.55% | Add +2.2% | 92,102 | $17.6M |
| DAVENPORT & Co LLC | 0.09% | Add +15.1% | 90,823 | $17.4M |
| Tradition Wealth Management, LLC | 1.25% | Reduce -2.8% | 90,673 | $17.4M |
| Copos Capital B.V. | 12.13% | — | 90,656 | $17.4M |
| Peak Asset Management, LLC | 2.95% | Add +0.2% | 90,487 | $17.3M |
| Virtue Capital Management, LLC | 2.67% | Reduce -65.4% | 89,822 | $17.3M |
| Ausdal Financial Partners, Inc. | 0.80% | Add +42.2% | 90,314 | $17.3M |
| Sard Wealth Management Group, LLC | 9.47% | Add +0.8% | 90,081 | $17.3M |
| Prasad Wealth Partners, LLC | 4.54% | Add +5.0% | 88,880 | $17.0M |
| CX Institutional | 0.50% | Add +0.8% | 88,123 | $16.9M |
| Heritage Trust Co | 1.72% | Add +21.4% | 88,103 | $16.9M |
| Harbour Investments, Inc. | 0.34% | Add +5.1% | 86,923 | $16.7M |
| GFS Advisors, LLC | 1.97% | Reduce -0.0% | 86,748 | $16.6M |
| Manchester Financial Inc. | 3.11% | Reduce -6.7% | 86,720 | $16.6M |
| Karras Company, Inc. | 16.12% | — | 86,291 | $16.5M |
| Measured Wealth Private Client Group, LLC | 4.36% | Reduce -42.6% | 86,132 | $16.5M |
| Integrated Advisors Network LLC | 0.73% | Reduce -6.7% | 85,547 | $16.4M |
| Quest Investment Management LLC | 1.77% | Add +7.0% | 85,491 | $16.4M |
| Forge Financial Services LLC | 7.00% | Reduce -0.8% | 85,444 | $16.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.31% | Reduce -4.6% | 85,209 | $16.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.12% | Reduce -1.7% | 85,024 | $16.3M |
| First Foundation Advisors | 0.61% | Reduce -0.5% | 84,492 | $16.2M |
| Echo45 Advisors LLC | 9.23% | Reduce -18.1% | 84,447 | $16.2M |
| Brown Brothers Harriman & Co. | 0.09% | Add +35.9% | 84,416 | $16.2M |
| Dumont & Blake Investment Advisors LLC | 3.83% | Reduce -2.3% | 83,220 | $15.9M |
| Essex Financial Services, Inc. | 0.91% | Add +1.1% | 83,159 | $15.9M |
| Crews Bank & Trust | 2.25% | Reduce -0.3% | 82,008 | $15.7M |
| Wealthcare Advisory Partners LLC | 0.31% | Reduce -2.8% | 81,913 | $15.7M |
| Investment Planning Advisors, Inc. | 4.52% | Add +1669.2% | 81,047 | $15.5M |
| COFG Advisors, LLC | 3.82% | — | 80,813 | $15.5M |
| Parkside Investments, LLC | 1.94% | Add +3.4% | 80,233 | $15.4M |
| Ethos Financial Group, LLC | 1.14% | Add +3.3% | 80,081 | $15.3M |
| Granby Capital Management, LLC | 8.17% | No change | 80,000 | $15.3M |
| ADG Wealth Management Group, LLC | 11.60% | Reduce -1.1% | 79,956 | $15.3M |
| Advisor Resource Council | 5.45% | Add +2.5% | 79,834 | $15.3M |
| Stratos Wealth Advisors, LLC | 0.74% | Reduce -0.2% | 79,420 | $15.2M |
| Bleakley Financial Group, LLC | 0.26% | Add +7.7% | 78,578 | $15.1M |
| Park Place Capital Corp | 3.13% | Add +6.1% | 78,504 | $15.0M |
| Signal Advisors Wealth, LLC | 1.19% | Add +7.6% | 78,144 | $15.0M |
| Cidel Asset Management Inc. | 1.06% | No change | 78,090 | $15.0M |
| Muirfield Wealth Advisors LLC | 10.82% | Reduce -1.9% | 76,998 | $14.7M |
| Archer Investment Corp | 3.31% | Reduce -0.5% | 76,552 | $14.7M |
| Flputnam Investment Management Co. | 0.21% | Reduce -2.0% | 76,428 | $14.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +34.9% | 76,295 | $14.6M |
| Second Line Capital, LLC | 2.99% | Add +2.8% | 75,984 | $14.6M |
| Consolidated Portfolio Review Corp | 1.25% | Add +515.1% | 75,471 | $14.5M |
| Pine Ridge Advisers LLC | 1.00% | Add +0.3% | 75,471 | $14.5M |
| Schonfeld Strategic Advisors LLC | 0.07% | New | 75,000 | $14.4M |
| Element Squared LLC | 7.78% | Add +3857.9% | 74,805 | $14.3M |
| Caldwell Trust Co | 1.27% | Add +2.4% | 74,543 | $14.3M |
| Shapiro Capital Management LLC | 0.75% | Add +3428.6% | 74,100 | $14.2M |
| Johnson Investment Counsel Inc. | 0.12% | Add +6.4% | 73,523 | $14.1M |
| Bradley Foster & Sargent Inc. | 0.21% | Add +1.7% | 73,280 | $14.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.68% | Add +6.6% | 73,245 | $14.0M |
| Gladstone Institutional Advisory LLC | 0.53% | Reduce -1.6% | 73,113 | $14.0M |
| Matthew Goff Investment Advisor, LLC | 2.48% | Reduce -1.9% | 72,944 | $14.0M |
| Cadent Capital Advisors, LLC | 3.68% | Add +3.4% | 72,638 | $13.9M |
| Vigilare Wealth Management | 4.66% | Add +5574.9% | 72,298 | $13.8M |
| Greenberg Financial Group | 5.65% | — | 71,618 | $13.7M |
| Berman McAleer LLC | 1.87% | Add +10.4% | 71,526 | $13.7M |
| Focused Wealth Management, Inc | 1.45% | Add +0.6% | 71,495 | $13.7M |
| IPG Investment Advisors LLC | 2.40% | Add +11.9% | 71,330 | $13.7M |
| SeaBridge Investment Advisors LLC | 2.25% | Reduce -0.2% | 71,198 | $13.6M |
| Tandem Wealth Advisors LLC | 6.10% | Reduce -8.5% | 64,531 | $13.6M |
| Capital Investment Advisory Services, LLC | 0.96% | Add +67.5% | 70,925 | $13.6M |
| Stephens Inc. | 0.17% | Reduce -2.0% | 70,468 | $13.5M |
| New England Asset Management Inc. | 1.80% | Add +1.9% | 69,255 | $13.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.75% | No change | 68,500 | $13.1M |
| Sterling Manor Financial, LLC | 8.16% | Reduce -0.4% | 68,265 | $13.1M |
| Scotia Capital Inc. | 0.05% | Reduce -13.4% | 68,227 | $13.1M |
| Capital Investment Advisors, LLC | 0.20% | Reduce -0.1% | 67,825 | $13.0M |
| Allegheny Financial Group | 1.91% | Add +43.0% | 67,526 | $12.9M |
| Willis Investment Counsel | 0.65% | Add +31.2% | 65,513 | $12.5M |
| Smith, Moore & Co. | 0.94% | Add +104.5% | 65,140 | $12.5M |
| Harbor Investment Advisory, LLC | 0.94% | Add +0.3% | 65,120 | $12.5M |
| L. Roy Papp & Associates, LLP | 1.37% | Add +4.2% | 64,880 | $12.4M |
| AQR Capital Management | 0.01% | Add +6.9% | 63,857 | $12.2M |
| Hi-Line Capital Management, LLC | 4.03% | Reduce -9.3% | 63,230 | $12.1M |
| Quattro Financial Advisors LLC | 3.61% | Reduce -0.4% | 63,048 | $12.1M |
| Aspen Investment Management Inc | 3.64% | Reduce -0.2% | 62,970 | $12.1M |
| Insigneo Advisory Services, LLC | 0.86% | Add +10.9% | 62,689 | $12.0M |
| Walker Financial Services, Inc. | 4.33% | Add +50.5% | 62,368 | $11.9M |
| Winthrop Capital Management, LLC | 2.76% | Reduce -5.6% | 61,855 | $11.8M |
| Yelin Lapidot Holdings Management Ltd. | 2.36% | Reduce -8.1% | 61,390 | $11.8M |
| United Capital Financial Advisors, LLC | 0.07% | Add +48.9% | 61,291 | $11.7M |
| Walled Lake Planning & Wealth Management, LLC | 3.70% | Add +2.4% | 61,034 | $11.7M |
| IHT Wealth Management, LLC | 0.28% | Add +4.1% | 60,872 | $11.7M |
| National Philanthropic Trust | 0.12% | Reduce -0.0% | 60,872 | $11.7M |
| Carnegie Investment Counsel | 0.21% | Reduce -0.1% | 60,498 | $11.6M |
| True North Advisors, LLC | 1.50% | New | 60,496 | $11.6M |
| Chemung Canal Trust Co. | 2.29% | Add +7.7% | 60,491 | $11.6M |
| Greenleaf Trust | 0.11% | Reduce -0.2% | 60,260 | $11.5M |
| Partnership Wealth Management, LLC | 8.29% | Add +6.5% | 60,150 | $11.5M |
| Courage Miller Partners, LLC | 3.44% | Add +0.3% | 59,572 | $11.4M |
| Jacksonville Wealth Management, LLC | 8.07% | Add +5.0% | 59,497 | $11.4M |
| Frank, Rimerman Advisors LLC | 0.72% | Add +4.4% | 59,293 | $11.4M |
| Verition Fund Management LLC | 0.06% | Reduce -36.7% | 58,844 | $11.3M |
| Graham Capital Management, L.P. | 0.55% | Reduce -9.5% | 58,800 | $11.3M |
| Raab & Moskowitz Asset Management LLC | 2.46% | Add +0.9% | 58,714 | $11.2M |
| GTS Securities LLC | 0.38% | Add +156.1% | 58,609 | $11.2M |
| Cabot Wealth Management Inc. | 1.24% | Add +8.4% | 58,547 | $11.2M |
| Retirement Financial Solutions, LLC | 3.26% | Add +9.7% | 58,219 | $11.2M |
| Dupont Capital Management Corp. | 1.24% | New | 57,575 | $11.0M |
| Guidance Capital, Inc. | 2.69% | Add +10.8% | 55,053 | $11.0M |
| Valley Wealth Managers, Inc. | 0.70% | Add +7.0% | 56,899 | $10.9M |
| Reyes Financial Architecture, Inc. | 6.64% | Add +448.6% | 56,897 | $10.9M |
| J. R. Prunier Capital Management LLC | 4.48% | — | 56,315 | $10.8M |
| Norris Perne & French LLP | 0.71% | Add +10.5% | 56,163 | $10.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -26.3% | 56,097 | $10.7M |
| Clarus Group, Inc. | 3.87% | Reduce -3.4% | 56,032 | $10.7M |
| Benjamin Edwards Inc. | 0.12% | Reduce -5.7% | 55,973 | $10.7M |
| Atlas Private Wealth Advisors | 2.50% | Add +3.0% | 55,884 | $10.7M |
| Fifth Third Bancorp | 0.03% | Add +21.5% | 55,741 | $10.7M |
| Redhawk Wealth Advisors, Inc. | 1.19% | Add +85.7% | 55,547 | $10.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.4% | 55,453 | $10.6M |
| Sigma Planning Corp | 0.29% | Add +0.9% | 55,806 | $10.6M |
| Acima Private Wealth, LLC | 3.29% | Add +2.3% | 55,404 | $10.6M |
| EP Wealth Advisors, LLC | 0.06% | — | 55,334 | $10.6M |
| Strategic Family Wealth Counselors, L.L.C. | 2.37% | Add +0.3% | 53,800 | $10.5M |
| Calydon Capital | 1.77% | Add +41.4% | 54,655 | $10.5M |
| CM Wealth Advisors LLC | 2.36% | Add +4.3% | 54,499 | $10.4M |
| Sona Asset Management (us) LLC | 0.66% | New | 54,282 | $10.4M |
| Instrumental Wealth, LLC | 6.20% | Add +24.2% | 50,528 | $10.3M |
| Nwi Management LP | 0.63% | New | 54,000 | $10.3M |
| Prospera Financial Services Inc | 0.17% | Add +65.7% | 53,800 | $10.3M |
| Prism Advisors, Inc. | 2.74% | Add +14.0% | 53,696 | $10.3M |
| ZWJ Investment Counsel Inc. | 0.37% | Add +4.4% | 52,997 | $10.2M |
| M3 Wealth Management, LLC | 8.25% | — | 52,829 | $10.1M |
| New England Private Wealth Advisors LLC | 1.25% | Add +0.6% | 52,573 | $10.1M |
| Dorsey & Whitney Trust CO LLC | 0.53% | Add +4.7% | 52,441 | $10.0M |
| SevenBridge Financial Group, LLC | 1.61% | New | 50,360 | $10.0M |
| First National Bank Sioux Falls | 3.00% | Add +0.3% | 52,250 | $10.0M |
| New Insight Wealth Advisors | 3.55% | Reduce -6.1% | 51,898 | $9.9M |
| Kavar Capital Partners Group, LLC | 1.37% | Reduce -2.6% | 51,846 | $9.9M |
| Atlas Legacy Advisors, LLC | 1.74% | Add +1.9% | 51,762 | $9.9M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -7.7% | 51,505 | $9.9M |
| First Financial Bank - Trust Division | 0.80% | Add +3.5% | 51,112 | $9.8M |
| Deutsche Bank AG | 0.00% | Reduce -16.2% | 51,048 | $9.8M |
| Lumbard & Kellner, LLC | 3.40% | Add +81.0% | 50,749 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +5.2% | 50,553 | $9.7M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -16.7% | 50,470 | $9.7M |
| Modera Wealth Management, LLC | 0.11% | Reduce -1.4% | 50,038 | $9.6M |
| JBF Capital, Inc. | 1.39% | New | 50,000 | $9.6M |
| Fortress Financial Group, LLC | 7.05% | Add +3.8% | 49,881 | $9.6M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Reduce -22.9% | 49,793 | $9.5M |
| Ssi Investment Management LLC | 3.56% | Reduce -0.2% | 49,675 | $9.5M |
| Blue Bell Private Wealth Management, LLC | 1.40% | Reduce -0.1% | 49,658 | $9.5M |
| Koshinski Asset Management, Inc. | 0.61% | Add +3.6% | 49,621 | $9.5M |
| Meitav Investment House Ltd. | 0.11% | Reduce -94.0% | 49,543 | $9.5M |
| VestGen Advisors, LLC | 0.40% | Reduce -15.1% | 49,347 | $9.5M |
| Hancock Whitney Corp. | 0.17% | Add +3.0% | 49,263 | $9.4M |
| Aster Capital Management (DIFC) Ltd | 4.12% | New | 49,113 | $9.4M |
| Reicon Wealth Advisors, LLC | 6.87% | — | 49,053 | $9.4M |
| Mendota Financial Group, LLC | 6.83% | Reduce -12.3% | 48,993 | $9.4M |
| Choate Investment Advisors | 0.18% | Reduce -18.4% | 48,643 | $9.3M |
| Connecticut Wealth Management, LLC | 0.40% | Add +2.9% | 48,536 | $9.3M |
| Parallel Advisors, LLC | 0.17% | Add +2.0% | 48,214 | $9.2M |
| Pallas Capital Advisors LLC | 0.30% | Reduce -1.0% | 47,976 | $9.2M |
| LYNX Capital Group Ltd. | 4.21% | Add +1.3% | 47,959 | $9.2M |
| Granville Capital, Inc. | 4.87% | — | 47,952 | $9.2M |
| Moss Adams Wealth Advisors LLC | 0.66% | Reduce -0.1% | 47,819 | $9.2M |
| Luken Investment Analytics, LLC | 3.61% | Reduce -0.4% | 47,719 | $9.1M |
| Basso Capital Management, L.P. | 5.43% | Reduce -33.7% | 47,591 | $9.1M |
| DeDora Capital, Inc. | 2.16% | Reduce -1.1% | 47,573 | $9.1M |
| Ssa Swiss Advisors AG | 4.25% | Reduce -14.0% | 47,535 | $9.1M |
| Ironwood Financial, llc | 1.54% | Add +8.3% | 46,015 | $9.1M |
| HighPoint Advisor Group LLC | 0.20% | New | 47,055 | $9.0M |
| Ruggaard & Associates LLC | 3.55% | Reduce -13.5% | 47,050 | $9.0M |
| Larch Capital Partners LLC | 1.23% | — | 46,839 | $9.0M |
| Bryn Mawr Trust Advisors, LLC | 0.43% | Add +3.0% | 46,469 | $8.9M |
| Quad-Cities Investment Group, LLC | 3.67% | Reduce -0.9% | 46,430 | $8.9M |
| Firestone Capital Management | 1.88% | Add +3.2% | 46,157 | $8.8M |
| Castlekeep Investment Advisors LLC | 3.97% | Add +0.0% | 45,730 | $8.8M |
| Annex Advisory Services, LLC | 0.17% | Add +1223.1% | 45,515 | $8.7M |
| Bcwm, LLC | 2.61% | Add +14.9% | 45,445 | $8.7M |
| Private Wealth Group, LLC | 4.17% | Add +3.2% | 45,360 | $8.7M |
| Fortis Group Advisors, LLC | 1.45% | Add +10.8% | 43,575 | $8.6M |
| Members Trust Co | 0.28% | Reduce -23.2% | 44,942 | $8.6M |
| Round Rock Advisors LLC | 1.29% | Reduce -37.6% | 44,909 | $8.6M |
| Independent Financial Group, LLC | 0.19% | Add +1.5% | 44,770 | $8.6M |
| Rothschild Investment LLC | 0.47% | Add +6.5% | 44,678 | $8.6M |
| Redmont Wealth Advisors LLC | 12.94% | Add +0.3% | 44,603 | $8.5M |
| TigerOak Management, L.L.C. | 2.60% | Add +0.6% | 44,587 | $8.5M |
| Birchcreek Wealth Management, LLC | 4.17% | Add +11.7% | 44,363 | $8.5M |
| Retireful, LLC | 10.62% | New | 43,839 | $8.5M |
| Allworth Financial LP | 0.03% | Reduce -3.3% | 44,197 | $8.5M |
| Diesslin Group, Inc. | 3.37% | — | 44,181 | $8.5M |
| Blueprint Investment Partners LLC | 0.90% | Reduce -13.3% | 44,131 | $8.5M |
| Nicollet Investment Management, Inc. | 2.66% | New | 43,943 | $8.4M |
| Rwa Wealth Partners, LLC | 0.09% | Add +0.2% | 43,890 | $8.4M |
| Citizens Financial Group Inc. | 0.11% | Reduce -17.5% | 43,737 | $8.4M |
| E&G Advisors, LLC | 1.84% | Reduce -2.2% | 43,017 | $8.2M |
| Consolidated Capital Management, LLC | 2.49% | Reduce -65.1% | 42,931 | $8.2M |
| Stelac Advisory Services LLC | 2.91% | Reduce -6.4% | 42,931 | $8.2M |
| Level Four Advisory Services, LLC | 0.27% | Add +5.7% | 42,890 | $8.2M |
| RVW Wealth, LLC | 0.63% | Add +0.0% | 42,875 | $8.2M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +26.3% | 42,652 | $8.2M |
| Analyst IMS Investment Management Services Ltd. | 0.24% | Add +7.1% | 42,500 | $8.1M |
| Atwood & Palmer Inc. | 0.46% | Reduce -1.2% | 42,275 | $8.1M |
| LCW Services, LLC | 4.28% | — | 41,963 | $8.0M |
| Navalign, LLC | 1.95% | Add +3.3% | 41,572 | $8.0M |
| Nan Shan Life Insurance Co., Ltd. | 0.24% | Reduce -70.3% | 41,532 | $8.0M |
| Cullen/Frost Bankers, Inc. | 0.09% | Add +2.8% | 41,531 | $8.0M |
| CMG Global Holdings, LLC | 3.46% | Add +8.9% | 38,880 | $7.8M |
| Ancora Advisors LLC | 0.16% | Add +3.0% | 40,604 | $7.8M |
| Procyon Advisors, LLC | 0.38% | Add +216.3% | 40,400 | $7.7M |
| Gateway Wealth Partners, LLC | 0.86% | Add +7.7% | 40,398 | $7.7M |
| Renaissance Technologies | 0.01% | Reduce -1.0% | 40,200 | $7.7M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +0.3% | 39,821 | $7.6M |
| Magnus Financial Group LLC | 0.58% | Add +6.0% | 39,588 | $7.6M |
| Blueprint Financial Advisors LLC | 1.15% | Reduce -18.2% | 39,485 | $7.6M |
| Leavell Investment Management, Inc. | 0.31% | Reduce -6.7% | 39,420 | $7.6M |
| Lantern Wealth Advisors, LLC | 4.01% | Reduce -0.7% | 39,349 | $7.5M |
| Castellan Group | 0.94% | New | 39,016 | $7.5M |
| Marble Wealth, LLC | 1.03% | — | 38,893 | $7.5M |
| Fluent Financial, LLC | 2.83% | New | 38,789 | $7.4M |
| Tidal Investments LLC | 0.03% | Add +577.3% | 38,587 | $7.4M |
| Richard W. Paul & Associates, LLC | 2.44% | Reduce -16.2% | 38,422 | $7.4M |
| Curbstone Financial Management Corp | 1.41% | Add +1.6% | 38,357 | $7.3M |
| Howland Capital Management LLC | 0.28% | Add +76.0% | 37,994 | $7.3M |
| Lakeshore Financial Planning, Inc. | 2.60% | Reduce -3.9% | 37,939 | $7.3M |
| Rothschild Capital Partners, LLC | 1.72% | Reduce -32.7% | 37,923 | $7.3M |
| CreativeOne Wealth, LLC | 0.18% | Reduce -25.3% | 37,718 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -9.5% | 37,698 | $7.2M |
| Fire Capital Management LLC | 3.59% | Add +3.1% | 37,608 | $7.2M |
| Lifestyle Asset Management, Inc. | 2.34% | Reduce -1.1% | 37,569 | $7.2M |
| Alexis Investment Partners, LLC | 2.68% | Add +2.6% | 37,292 | $7.2M |
| Crumly & Associates Inc. | 1.51% | New | 37,512 | $7.2M |
| Peddock Capital Advisors, LLC | 1.49% | Reduce -21.1% | 37,105 | $7.1M |
| Retirement Income Solutions, Inc. | 1.20% | Reduce -0.7% | 36,945 | $7.1M |
| Well Done, LLC | 1.05% | Add +0.2% | 36,554 | $7.0M |
| Haverford Trust Co | 0.06% | Add +5.8% | 36,212 | $6.9M |
| Financial Guidance Group, Inc. | 2.82% | Add +13.2% | 35,947 | $6.9M |
| CapWealth Advisors, LLC | 0.60% | Reduce -2.2% | 35,807 | $6.9M |
| Sagace Wealth Management LLC | 4.62% | Reduce -0.9% | 35,448 | $6.8M |
| Parsons Capital Management Inc. | 0.37% | Reduce -5.4% | 35,265 | $6.8M |
| PMG Wealth Management, Inc. | 4.94% | Add +8.8% | 35,222 | $6.7M |
| Black Maple Capital Management LP | 5.02% | Reduce -2.8% | 35,050 | $6.7M |
| Intrepid Financial Planning Group LLC | 2.55% | Reduce -8.3% | 35,001 | $6.7M |
| Bluedoor Private Wealth, LLC | 3.08% | — | 34,849 | $6.7M |
| Signal Tree Financial Partners LLC | 5.06% | Add +3.3% | 34,639 | $6.6M |
| Strong Tower Advisory Services | 1.19% | New | 34,601 | $6.6M |
| Agf Management Ltd. | 0.03% | Reduce -39.4% | 34,575 | $6.6M |
| Confluence Wealth Services, Inc. | 0.27% | Add +1.7% | 34,511 | $6.6M |
| McHugh Group, LLC | 3.79% | Add +3.8% | 34,353 | $6.6M |
| Modus Advisors, LLC | 1.72% | Reduce -0.5% | 34,074 | $6.5M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -28.9% | 34,024 | $6.5M |
| Commerce Bank | 0.04% | Add +2.5% | 34,018 | $6.5M |
| Lake Street Private Wealth, LLC | 0.80% | Reduce -38.0% | 34,001 | $6.5M |
| Graham Capital Wealth Management, LLC | 6.02% | Add +1000.0% | 33,991 | $6.5M |
| First United Bank & Trust | 2.07% | Reduce -4.8% | 33,906 | $6.5M |
| World Investment Advisors | 0.11% | Add +26.9% | 33,744 | $6.5M |
| Fca Corp. | 1.82% | Reduce -3.7% | 33,699 | $6.5M |
| Balefire, LLC | 1.26% | Add +34.2% | 33,669 | $6.4M |
| Fifth Third Wealth Advisors LLC | 0.23% | Add +2.5% | 33,651 | $6.4M |
| Bokf, NA | 0.10% | Add +47.8% | 33,573 | $6.4M |
| Lunt Capital Management, Inc. | 2.40% | Add +25.3% | 33,456 | $6.4M |
| Black Diamond Financial, LLC | 0.68% | Reduce -11.6% | 33,444 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.16% | Reduce -33.9% | 36,810 | $6.4M |
| Diversified Management Inc. | 1.49% | — | 33,352 | $6.4M |
| Vantage Financial Partners, LLC | 1.30% | Add +1.6% | 33,319 | $6.4M |
| Tocqueville Asset Management L.P. | 0.09% | Add +1.1% | 33,288 | $6.4M |
| Cherry Tree Wealth Management, LLC | 1.33% | Add +8.1% | 33,003 | $6.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.76% | Add +3.1% | 32,997 | $6.3M |
| Arkos Global Advisors | 0.81% | Add +14.4% | 32,958 | $6.3M |
| WealthShield Partners, LLC | 0.69% | Reduce -2.1% | 32,677 | $6.3M |
| Thoroughbred Financial Services, LLC | 0.37% | Add +8.6% | 32,573 | $6.2M |
| Savvy Advisors, Inc. | 0.20% | Add +751.3% | 32,520 | $6.2M |
| Global Retirement Partners, LLC | 0.11% | Add +15.4% | 32,452 | $6.2M |
| Eldridge Investment Advisors, Inc. | 1.37% | Add +0.9% | 32,409 | $6.2M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -9.8% | 32,346 | $6.2M |
| Northern Trust Corp. | 0.00% | Add +7.5% | 31,823 | $6.1M |
| Focus Financial Network, Inc. | 0.21% | Add +0.6% | 31,813 | $6.1M |
| Stone Summit Wealth LLC | 1.64% | Add +1.0% | 31,631 | $6.1M |
| Johnson Bixby & Associates, LLC | 0.75% | Reduce -8.8% | 31,384 | $6.0M |
| KLCM Advisors, Inc. | 0.52% | New | 31,357 | $6.0M |
| Partners Capital Investment Group, LLP | 0.22% | Add +9.7% | 31,350 | $6.0M |
| Cordgrass Capital Advisors, LLC | 1.44% | Reduce -1.1% | 31,342 | $6.0M |
| Investment House LLC | 0.28% | Add +35.9% | 31,091 | $6.0M |
| Pinnacle Wealth Management Group, Inc. | 2.98% | Add +2.6% | 31,089 | $6.0M |
| Diversified Trust Co. | 0.11% | Add +5.3% | 31,060 | $6.0M |
| Galaxy Group Investments LLC | 0.83% | New | 31,040 | $5.9M |
| Precedent Wealth Partners, LLC | 1.25% | Reduce -18.0% | 30,989 | $5.9M |
| Abundance Wealth Counselors | 1.00% | Add +4.6% | 30,887 | $5.9M |
| Simmons Bank | 0.40% | Add +1.6% | 30,865 | $5.9M |
| Burke & Herbert Bank & Trust Co. | 1.63% | Reduce -40.0% | 30,850 | $5.9M |
| Ehrenkranz Partners L.P. | 6.69% | No change | 30,845 | $5.9M |
| General American Investors Co. Inc. | 0.37% | No change | 30,611 | $5.9M |
| Bulltick Wealth Management, LLC | 1.24% | No change | 30,429 | $5.8M |
| Elgethun Capital Management | 1.00% | Add +5.9% | 30,337 | $5.8M |
| Pettyjohn, Wood & White, Inc. | 0.91% | Add +14.9% | 30,320 | $5.8M |
| Azimuth Capital Investment Management LLC | 0.21% | Add +6.9% | 30,225 | $5.8M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +8.8% | 30,217 | $5.8M |
| Cape Investment Advisory, Inc. | 1.78% | New | 30,216 | $5.8M |
| Inkwell Capital LLC | 5.87% | Reduce -0.1% | 30,080 | $5.8M |
| Great Diamond Partners, LLC | 1.10% | Reduce -1.5% | 29,975 | $5.7M |
| Paces Ferry Wealth Advisors, LLC | 2.33% | Add +3.7% | 29,953 | $5.7M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -4.5% | 29,941 | $5.7M |
| Clear Harbor Asset Management, LLC | 0.39% | Add +8.2% | 29,901 | $5.7M |
| Garden State Investment Advisory Services LLC | 1.36% | Reduce -4.4% | 29,719 | $5.7M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +1.1% | 29,447 | $5.6M |
| Grant Street Asset Management, Inc. | 1.13% | Reduce -3.6% | 29,367 | $5.6M |
| Parallax Volatility Advisers, L.P. | 0.20% | New | 29,365 | $5.6M |
| CRA Financial Services, LLC | 0.74% | Add +1.7% | 29,325 | $5.6M |
| Advisors Preferred, LLC | 0.90% | Add +29.4% | 28,799 | $5.6M |
| Birch Hill Investment Advisors LLC | 0.23% | Add +14.2% | 28,967 | $5.5M |
| Atlantic Edge Private Wealth Management, LLC | 1.38% | Reduce -3.9% | 28,872 | $5.5M |
| Empowered Funds, LLC | 0.09% | Add +102.5% | 28,869 | $5.5M |
| GWN Securities Inc. | 1.12% | Add +16.2% | 28,818 | $5.5M |
| Caprock Group, LLC | 0.12% | Add +8.7% | 28,626 | $5.5M |
| San Luis Wealth Advisors LLC | 0.92% | Reduce -4.9% | 28,524 | $5.5M |
| Compass Capital Corp. /Ma/ | 2.10% | Add +450.3% | 26,829 | $5.5M |
| Delta Wealth Advisors LLC | 4.57% | Reduce -6.7% | 28,473 | $5.5M |
| Phoenix Wealth Advisors | 2.09% | Add +1.1% | 28,378 | $5.4M |
| Optima Capital LLC | 2.35% | Reduce -1.6% | 28,367 | $5.4M |
| Mutual Advisors, LLC | 0.12% | Add +11.2% | 28,107 | $5.4M |
| Silver Oak Securities, Incorporated | 0.36% | Add +12.4% | 27,867 | $5.4M |
| SkyView Investment Advisors, LLC | 0.67% | No change | 27,825 | $5.3M |
| CenterStar Asset Management, LLC | 8.37% | New | 27,759 | $5.3M |
| Atria Investments, Inc | 0.06% | Add +20.6% | 27,767 | $5.3M |
| MLP3, LLC | 5.78% | — | 27,632 | $5.3M |
| Modern Wealth Management, LLC | 0.10% | Reduce -8.0% | 27,573 | $5.3M |
| Darrow Company, Inc. | 2.37% | Reduce -2.1% | 27,516 | $5.3M |
| Marino, Stram & Associates LLC | 0.95% | Reduce -0.6% | 27,514 | $5.3M |
| Sage Capital Management, LLC | 2.44% | Add +2.1% | 27,493 | $5.3M |
| Snowden Capital Advisors LLC | 0.14% | Add +0.9% | 27,446 | $5.3M |
| Global Wealth Management, LLC | 2.83% | Reduce -5.5% | 27,428 | $5.3M |
| Steinberganna Wealth Management | 2.44% | Add +1.1% | 27,181 | $5.2M |
| Horizon Wealth Management, LLC | 0.81% | Add +0.1% | 27,180 | $5.2M |
| Milestone Investment Advisors LLC | 1.26% | Reduce -0.7% | 27,124 | $5.2M |
| PCM Encore, LLC | 1.10% | — | 27,077 | $5.2M |
| Krilogy Financial LLC | 0.18% | Add +3.5% | 26,031 | $5.2M |
| Wealthfront Advisers LLC | 0.01% | Add +7.9% | 26,952 | $5.2M |
| Pettinga Financial Advisors LLC | 0.98% | Reduce -7.3% | 26,946 | $5.2M |
| Orion Capital Management LLC | 1.74% | Reduce -0.1% | 26,938 | $5.2M |
| Genesis Private Wealth, LLC | 1.59% | Add +5.5% | 26,713 | $5.1M |
| Grange Capital, LLC | 4.91% | Reduce -0.2% | 26,705 | $5.1M |
| FSM Wealth Advisors, LLC | 0.70% | Add +3.5% | 26,593 | $5.1M |
| Meridian Investment Counsel Inc. | 1.22% | Reduce -3.7% | 26,535 | $5.1M |
| Taylor & Morgan Wealth Management, LLC | 2.84% | Reduce -1.5% | 26,412 | $5.1M |
| Joseph P. Lucia & Associates, LLC | 1.82% | Add +10.2% | 26,401 | $5.1M |
| Moors & Cabot, Inc. | 0.22% | Add +8.3% | 26,306 | $5.0M |
| BlueChip Wealth Advisors LLC | 2.10% | Add +3.5% | 26,141 | $5.0M |
| Lester Murray Antman dba SimplyRich | 1.31% | No change | 26,084 | $5.0M |
| Romano Brothers and Company | 0.57% | Add +33.6% | 26,038 | $5.0M |
| Hegarty Advisors, LLC | 4.33% | — | 26,019 | $5.0M |
| Bison Wealth, LLC | 0.56% | Add +3.0% | 25,948 | $4.9M |
| Hilltop Holdings Inc. | 0.30% | Add +16.7% | 25,742 | $4.9M |
| Market Street Wealth Management Advisors LLC | 0.76% | Reduce -2.3% | 25,652 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +6.0% | 25,372 | $4.9M |
| Vontobel Holding Ltd. | 0.02% | Reduce -9.5% | 25,139 | $4.8M |
| Credit Agricole S A | 0.01% | Reduce -6.2% | 25,138 | $4.8M |
| Fulton Breakefield Broenniman LLC | 0.30% | Add +8.5% | 24,980 | $4.8M |
| Carret Asset Management, LLC | 0.45% | Add +17.4% | 24,969 | $4.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.86% | New | 24,933 | $4.8M |
| Evoke Wealth, LLC | 0.09% | Add +3.3% | 24,853 | $4.8M |
| Roundview Capital LLC | 0.29% | Add +6.8% | 24,703 | $4.7M |
| Excalibur Management Corp. | 1.71% | Add +14.2% | 24,700 | $4.7M |
| Investment Advisory Services Inc. /TX | 1.47% | Reduce -0.8% | 24,596 | $4.7M |
| Strategy Asset Managers LLC | 0.77% | Add +2.0% | 24,559 | $4.7M |
| Defined Wealth Management, LLC | 2.71% | Reduce -0.6% | 24,552 | $4.7M |
| Coastal Bridge Advisors, LLC | 0.35% | Add +11.9% | 24,539 | $4.7M |
| O'ROURKE & COMPANY, Inc | 1.82% | Add +4.4% | 24,495 | $4.7M |
| Cannell & Spears LLC | 0.09% | Reduce -0.1% | 24,337 | $4.7M |
| Arizona State Retirement System | 0.03% | New | 24,261 | $4.6M |
| Catalina Capital Group, LLC | 2.85% | Add +22.0% | 24,250 | $4.6M |
| Verdence Capital Advisors LLC | 0.27% | Reduce -30.2% | 24,247 | $4.6M |
| Sunbelt Securities, Inc. | 0.31% | Reduce -0.6% | 24,053 | $4.6M |
| Steel Grove Capital Advisors, LLC | 0.48% | Add +10.1% | 23,996 | $4.6M |
| Nvest Wealth Strategies, Inc. | 3.39% | — | 23,933 | $4.6M |
| Sunpointe, LLC | 1.52% | Add +5.5% | 23,900 | $4.6M |
| Raffa Wealth Management, LLC | 0.70% | Add +0.4% | 23,867 | $4.6M |
| Cannon Advisors, Inc. | 3.22% | Reduce -6.7% | 22,954 | $4.6M |
| Wakefield Asset Management LLLP | 1.23% | Reduce -10.3% | 23,678 | $4.5M |
| CVFG LLC | 3.10% | Add +1.0% | 23,573 | $4.5M |
| Beese Fulmer Investment Management, Inc. | 0.29% | Add +2.2% | 23,568 | $4.5M |
| International Assets Investment Management, LLC | 0.31% | Add +6.4% | 23,503 | $4.5M |
| Sax Wealth Advisors, LLC | 0.21% | Add +18.5% | 23,447 | $4.5M |
| NDWM LLC | 2.97% | Add +3.8% | 23,423 | $4.5M |
| Bearing Point Capital, LLC | 0.70% | Add +16.5% | 23,262 | $4.5M |
| Oxbow Advisors, LLC | 0.40% | Reduce -1.7% | 23,189 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -20.4% | 23,156 | $4.4M |
| Fonville Wealth Management LLC | 0.91% | Reduce -0.4% | 23,142 | $4.4M |
| RMR Capital Management, LLC | 3.20% | Reduce -0.9% | 23,129 | $4.4M |
| Founders Financial Securities LLC | 0.26% | Add +1.1% | 23,029 | $4.4M |
| Mountain Pacific Investment Advisers LLC | 0.71% | Add +130.6% | 23,011 | $4.4M |
| Shepherd Financial Partners LLC | 0.41% | Reduce -41.6% | 22,980 | $4.4M |
| Garner Asset Management Corp | 1.69% | Reduce -16.9% | 22,954 | $4.4M |
| Freedom Day Solutions, LLC | 1.19% | Add +10.0% | 22,920 | $4.4M |
| Alta Wealth Advisors LLC | 1.47% | Reduce -16.8% | 22,910 | $4.4M |
| Paulson Wealth Management Inc. | 1.01% | Add +80.3% | 22,896 | $4.4M |
| Two Sigma Securities, LLC | 0.60% | Add +125.5% | 22,770 | $4.4M |
| AlTi Global, Inc. | 0.09% | Reduce -79.4% | 22,642 | $4.3M |
| Trueblood Wealth Management, LLC | 1.69% | Add +7.4% | 22,616 | $4.3M |
| Kiley Juergens Wealth Management, LLC | 0.94% | Add +72.8% | 22,574 | $4.3M |
| Gator Capital Management, LLC | 0.89% | Add +1.8% | 22,569 | $4.3M |
| Ironsides Asset Advisors, LLC | 1.09% | Add +23.2% | 22,471 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +8.6% | 22,399 | $4.3M |
| Mgo One Seven LLC | 0.09% | Add +4.4% | 22,385 | $4.3M |
| Access Financial Services, Inc. | 1.55% | Reduce -0.4% | 22,266 | $4.3M |
| Bailard, Inc. | 0.09% | Add +2.7% | 22,189 | $4.3M |
| Prostatis Group LLC | 1.01% | Add +9.6% | 22,177 | $4.2M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +1.4% | 22,173 | $4.2M |
| Independent Advisor Alliance | 0.10% | Add +12.0% | 22,042 | $4.2M |
| Park Avenue Securities LLC | 0.04% | Reduce -7.3% | 22,008 | $4.2M |
| Cambria Investment Management, L.P. | 0.25% | Add +391.3% | 22,001 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -3.5% | 21,972 | $4.2M |
| Curi Capital, LLC | 0.07% | Add +2.9% | 21,843 | $4.2M |
| Costello Asset Management, INC | 1.38% | Add +1.2% | 21,817 | $4.2M |
| Acorn Wealth Advisors, LLC | 1.24% | Reduce -13.4% | 21,774 | $4.2M |
| Maripau Wealth Management LLC | 1.92% | Add +4.3% | 21,750 | $4.2M |
| Equity Investment Corp. | 0.08% | Add +0.4% | 21,547 | $4.1M |
| Central Pacific Bank - Trust Division | 0.53% | No change | 21,535 | $4.1M |
| Tranquilli Financial Advisor LLC | 2.39% | Add +2.1% | 21,510 | $4.1M |
| Maltin Wealth Management, Inc. | 1.63% | Add +1.5% | 21,381 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +6.9% | 21,350 | $4.1M |
| CPC Advisors, LLC | 0.41% | Add +1.4% | 21,289 | $4.1M |
| Sheets Smith Wealth Management | 0.45% | Reduce -0.6% | 21,273 | $4.1M |
| Hilltop National Bank | 0.98% | Reduce -40.2% | 21,144 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +28.8% | 21,058 | $4.0M |
| Stock Yards Bank & Trust Co. | 0.12% | Add +0.4% | 21,010 | $4.0M |
| Meridian Financial Advisors, LLC | 2.19% | Add +0.1% | 20,980 | $4.0M |
| Viawealth, LLC | 2.24% | Add +1.8% | 20,765 | $4.0M |
| Telos Capital Management, Inc. | 0.37% | Add +2.6% | 20,702 | $4.0M |
| KPP Advisory Services LLC | 0.57% | Add +3.0% | 20,629 | $4.0M |
| Benchmark Financial Wealth Advisors, LLC | 1.13% | Reduce -29.6% | 20,593 | $3.9M |
| Kennicott Capital Management LLC | 1.91% | Add +3.1% | 20,573 | $3.9M |
| River's Edge Wealth Management, LLC | 3.83% | — | 19,344 | $3.9M |
| Calamos Wealth Management LLC | 0.14% | Reduce -41.8% | 20,431 | $3.9M |
| Pittenger & Anderson Inc. | 0.15% | Add +474.8% | 20,378 | $3.9M |
| One Capital Management, LLC | 0.12% | Add +6.6% | 20,360 | $3.9M |
| First Horizon Corp. | 0.17% | Reduce -6.3% | 20,354 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -1.3% | 20,330 | $3.9M |
| Amplius Wealth Advisors, LLC | 0.33% | Reduce -14.8% | 20,319 | $3.9M |
| Factorial Partners, LLC | 2.57% | Add +782.6% | 20,300 | $3.9M |
| BigSur Wealth Management LLC | 0.94% | Add +32.7% | 20,284 | $3.9M |
| Nwam LLC | 0.22% | Reduce -10.8% | 20,029 | $3.9M |
| Cordoba Advisory Partners LLC | 0.95% | — | 20,140 | $3.9M |
| Wood Tarver Financial Group, LLC | 1.08% | Add +42.3% | 20,108 | $3.9M |
| Fort Point Capital Partners LLC | 0.46% | Reduce -83.0% | 19,209 | $3.8M |
| Lockheed Martin Investment Management Co. | 0.13% | No change | 20,000 | $3.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -12.7% | 19,991 | $3.8M |
| First National Bank of Mount Dora, Trust Investment Services | 0.83% | No change | 19,827 | $3.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.25% | No change | 19,802 | $3.8M |
| Valmark Advisers, Inc. | 0.05% | Add +3.9% | 19,775 | $3.8M |
| Jacobi Capital Management LLC | 0.22% | Reduce -0.2% | 19,758 | $3.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +778.4% | 19,755 | $3.8M |
| Keystone Financial Group | 0.28% | Add +4.8% | 19,744 | $3.8M |
| First PREMIER Bank | 0.86% | No change | 19,683 | $3.8M |
| Financial Planning Hawaii, Inc. | 2.16% | — | 19,587 | $3.8M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Reduce -87.0% | 19,458 | $3.7M |
| Wick Capital Partners, LLC | 0.67% | Add +0.3% | 19,451 | $3.7M |
| Mosaic Financial Group, LLC | 2.54% | Add +0.1% | 19,434 | $3.7M |
| Patten & Patten Inc. | 0.22% | Reduce -4.8% | 19,435 | $3.7M |
| SMART Wealth LLC | 1.13% | Add +19.3% | 19,402 | $3.7M |
| Ceera Investments, LLC | 1.43% | Add +18.9% | 19,349 | $3.7M |
| Evolution Wealth Advisors, LLC | 0.37% | Reduce -0.9% | 19,266 | $3.7M |
| Wedbush Securities Inc. | 0.11% | Add +16.8% | 19,244 | $3.7M |
| Edgestream Partners, L.P. | 0.10% | Add +35.1% | 18,926 | $3.6M |
| Cowa, LLC | 1.10% | Add +3.4% | 18,895 | $3.6M |
| Oakmont Advisory Group, LLC | 3.84% | — | 18,781 | $3.6M |
| Financial Enhancement Group LLC | 0.46% | Reduce -1.2% | 17,922 | $3.6M |
| Transcend Capital Advisors, LLC | 0.28% | Add +34.4% | 18,634 | $3.6M |
| Atlas Wealth LLC | 1.42% | Reduce -27.1% | 18,605 | $3.6M |
| GC Wealth Management RIA, LLC | 0.13% | Reduce -28.5% | 18,602 | $3.6M |
| Verity Asset Management, Inc. | 1.52% | Add +3.4% | 18,541 | $3.6M |
| Spire Wealth Management | 0.12% | Add +66.9% | 18,501 | $3.5M |
| Louisbourg Investments Inc. | 0.70% | Add +58.3% | 24,300 | $3.5M |
| Koss-Olinger Consulting, LLC | 0.27% | Reduce -21.1% | 18,357 | $3.5M |
| Martel Wealth Advisors LLC | 0.59% | Add +0.5% | 18,115 | $3.5M |
| Lexington Hill Partners, LLC | 2.61% | — | 18,098 | $3.5M |
| AE Wealth Management LLC | 0.02% | Add +83.8% | 18,001 | $3.4M |
| Aspiriant, LLC | 0.10% | Add +15.0% | 17,996 | $3.4M |
| Clear Creek Financial Management, LLC | 0.28% | Reduce -8.0% | 17,931 | $3.4M |
| Wellspring Financial Advisors, LLC | 0.27% | Add +0.0% | 17,892 | $3.4M |
| Evergreen Wealth Management, LLC | 1.70% | New | 17,665 | $3.4M |
| Radnor Capital Management, LLC | 0.50% | Add +210.3% | 17,617 | $3.4M |
| Global Financial Private Client, LLC | 1.18% | Add +0.4% | 17,526 | $3.4M |
| Highland Capital Management, LLC | 0.17% | Reduce -5.1% | 17,520 | $3.4M |
| Kelly Financial Group LLC | 0.85% | Reduce -3.0% | 17,495 | $3.4M |
| Van Hulzen Asset Management, LLC | 0.25% | Add +6.1% | 17,487 | $3.3M |
| Legacy Private Trust Co. | 0.20% | Add +0.0% | 17,437 | $3.3M |
| Turtle Creek Wealth Advisors, LLC | 0.26% | Add +530.6% | 17,303 | $3.3M |
| Jordan Park Group LLC | 0.19% | No change | 17,200 | $3.3M |
| Regal Investment Advisors LLC | 0.20% | Add +60.1% | 17,129 | $3.3M |
| Lionsbridge Wealth Management LLC | 3.29% | Reduce -10.8% | 16,953 | $3.2M |
| Weil Company, Inc. | 0.74% | Reduce -7.3% | 16,852 | $3.2M |
| Investment Research Partners LLC | 1.39% | Add +22.3% | 16,848 | $3.2M |
| Chicago Partners Investment Group LLC | 0.08% | Add +21.5% | 16,218 | $3.2M |
| BostonPremier Wealth LLC | 1.65% | Reduce -8.0% | 16,807 | $3.2M |
| Visionary Horizons, LLC | 1.66% | Add +19.3% | 16,770 | $3.2M |
| Merit Financial Group, LLC | 0.03% | Add +29.8% | 16,751 | $3.2M |
| Sykon Capital LLC | 1.02% | New | 16,641 | $3.2M |
| Williams Jones Wealth Management, LLC. | 0.04% | Reduce -2.1% | 16,494 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.18% | Add +4.5% | 16,406 | $3.1M |
| Madison Wealth Partners, Inc | 0.57% | Reduce -26.4% | 16,366 | $3.1M |
| Alexander Labrunerie & Co., Inc. | 1.15% | Add +1.7% | 16,354 | $3.1M |
| Lord & Richards Wealth Management, LLC | 2.68% | Add +57.1% | 16,280 | $3.1M |
| Baker Ellis Asset Management LLC | 0.37% | Reduce -8.4% | 16,184 | $3.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +6.0% | 16,180 | $3.1M |
| Roger Wittlin Investment Advisory, LLC | 2.16% | Reduce -26.3% | 16,159 | $3.1M |
| Brightwater Advisory LLC | 2.09% | Reduce -1.2% | 16,149 | $3.1M |
| Bouchey Financial Group, Ltd. | 0.23% | Reduce -0.8% | 16,099 | $3.1M |
| REDW Wealth LLC | 1.17% | Reduce -17.6% | 16,072 | $3.1M |
| Lyell Wealth Management, LP | 0.22% | Add +16.3% | 16,026 | $3.1M |
| Bessemer Group Inc. | 0.00% | Reduce -5.9% | 16,017 | $3.1M |
| Composition Wealth, LLC | 0.04% | Reduce -1.1% | 15,991 | $3.1M |
| Cushing Capital Partners, LLC | 2.26% | Add +10.3% | 15,956 | $3.1M |
| Intellectus Partners, LLC | 0.59% | Add +4.3% | 15,854 | $3.0M |
| Mark Sheptoff Financial Planning, LLC | 1.44% | Add +17.2% | 15,822 | $3.0M |
| Aprio Wealth Management, LLC | 0.17% | Add +100.9% | 15,798 | $3.0M |
| Perryman Financial Advisory Inc. | 0.44% | — | 15,736 | $3.0M |
| GEM Asset Management, LLC | 1.34% | Add +0.9% | 15,436 | $3.0M |
| AdvisorNet Financial, Inc | 0.16% | Add +2.6% | 15,688 | $3.0M |
| Madrid Wealth Management, LLC | 2.44% | — | 15,684 | $3.0M |
| Joel Isaacson & Co., LLC | 0.10% | Add +12.3% | 15,678 | $3.0M |
| Counterweight Ventures, LLC | 1.67% | Add +1.7% | 15,563 | $3.0M |
| Advisory Research Inc. | 0.37% | Add +55.6% | 15,512 | $3.0M |
| Alpha Omega Wealth Management LLC | 0.49% | Reduce -0.1% | 15,472 | $3.0M |
| Turning Point Benefit Group, Inc. | 1.54% | Add +29.5% | 15,437 | $3.0M |
| Capital Analysts, LLC | 0.08% | Reduce -22.6% | 15,441 | $3.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.31% | Add +3.6% | 15,383 | $2.9M |
| Drexel Morgan & Co. | 0.46% | No change | 15,215 | $2.9M |
| Private Trust Co. NA | 0.26% | Add +2.4% | 15,212 | $2.9M |
| Rothschild Wealth LLC | 0.28% | New | 15,170 | $2.9M |
| Walleye Capital LLC | 0.02% | Add +18419.8% | 15,001 | $2.9M |
| Farmers National Bank | 0.64% | Add +0.8% | 14,868 | $2.8M |
| Bigelow Investment Advisors, LLC | 1.11% | Add +4.3% | 14,829 | $2.8M |
| Delos Wealth Advisors, LLC | 1.87% | Add +1.5% | 14,764 | $2.8M |
| SlateStone Wealth, LLC | 0.24% | Add +7.3% | 14,728 | $2.8M |
| American Capital Advisory, LLC | 1.22% | Add +0.2% | 14,684 | $2.8M |
| Marco Investment Management LLC | 0.21% | Reduce -1.2% | 14,648 | $2.8M |
| Godshalk Welsh Capital Management, Inc. | 1.60% | Add +3.6% | 14,588 | $2.8M |
| Fourth Dimension Wealth, LLC | 1.02% | Add +2.1% | 14,578 | $2.8M |
| EFG International AG | 0.05% | — | 14,479 | $2.8M |
| Tandem Investment Partners LLC | 2.34% | Reduce -4.3% | 14,475 | $2.8M |
| Tsfg, LLC | 0.41% | Reduce -0.8% | 14,433 | $2.8M |
| Smith Chas P & Associates Pa Cpas | 0.15% | Add +0.7% | 14,419 | $2.8M |
| Ameraudi Asset Management, Inc. | 1.51% | Add +40.3% | 14,332 | $2.7M |
| Meadow Creek Wealth Advisors LLC | 1.74% | Add +1.2% | 14,203 | $2.7M |
| Roman Butler Fullerton & Co. | 0.71% | Add +25.1% | 13,591 | $2.7M |
| Sage Mountain Advisors LLC | 0.14% | Add +367.5% | 14,150 | $2.7M |
| Davis R M Inc. | 0.05% | Add +0.3% | 14,044 | $2.7M |
| Heritage Wealth Advisors | 0.10% | Add +0.0% | 14,038 | $2.7M |
| Renasant Bank | 1.82% | Reduce -20.5% | 14,035 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Reduce -31.2% | 14,005 | $2.7M |
| Sincerus Advisory, LLC | 2.14% | Add +6.9% | 13,923 | $2.7M |
| WealthPLAN Partners, LLC | 0.40% | Add +0.1% | 13,853 | $2.7M |
| Soundwatch Capital LLC | 0.41% | No change | 13,819 | $2.6M |
| Francis Financial, Inc. | 0.52% | Add +0.3% | 13,816 | $2.6M |
| Tiaa Trust, National Association | 0.01% | Reduce -9.2% | 13,769 | $2.6M |
| Epiq Partners, LLC | 1.27% | Reduce -7.2% | 13,766 | $2.6M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -0.2% | 13,223 | $2.6M |
| Picton Mahoney Asset Management | 0.03% | Reduce -5.0% | 13,728 | $2.6M |
| Peak Planning Group, LLC | 0.74% | Add +21.1% | 13,706 | $2.6M |
| Waterford Advisors, LLC | 1.02% | Reduce -1.9% | 13,663 | $2.6M |
| Greenwich Wealth Management LLC | 0.12% | Add +4.7% | 13,657 | $2.6M |
| Fearless Solutions, LLC dba Best Invest | 1.58% | Add +17.0% | 13,631 | $2.6M |
| Klingman & Associates, LLC | 0.13% | Reduce -0.0% | 13,603 | $2.6M |
| Wesbanco Bank Inc. | 0.07% | Add +11.3% | 13,559 | $2.6M |
| Schrum Private Wealth Management LLC | 1.91% | Reduce -8.4% | 13,512 | $2.6M |
| Whittier Trust Co. | 0.03% | Add +0.9% | 13,022 | $2.6M |
| Meridian Wealth Management, LLC | 0.09% | Add +1.8% | 13,361 | $2.6M |
| Certuity, LLC | 0.16% | Reduce -0.1% | 13,328 | $2.6M |
| Burns J W & Co. Inc. | 0.28% | Add +0.3% | 13,324 | $2.6M |
| Shrier Wealth Management, LLC | 1.02% | — | 13,313 | $2.6M |
| Cornerstone Wealth Group, LLC | 0.17% | Reduce -83.0% | 13,255 | $2.5M |
| Kovack Advisors, Inc. | 0.12% | Add +35.0% | 13,212 | $2.5M |
| TPG Advisors LLC | 1.57% | Add +32.0% | 13,181 | $2.5M |
| Keystone Wealth Services, LLC | 0.53% | Reduce -8.7% | 13,173 | $2.5M |
| First National Trust Co | 0.08% | Reduce -5.2% | 13,100 | $2.5M |
| First National Bank of Omaha | 0.07% | Add +362.5% | 13,019 | $2.5M |
| Ticino Wealth | 0.93% | — | 13,063 | $2.5M |
| Moneco Advisors, LLC | 0.20% | Reduce -4.3% | 13,038 | $2.5M |
| Centerstone Investors, LLC | 7.84% | New | 13,027 | $2.5M |
| Fiduciary Alliance LLC | 0.16% | Add +6.5% | 13,021 | $2.5M |
| Kestra Investment Management, LLC | 0.06% | Add +42.2% | 12,995 | $2.5M |
| Laraway Financial Advisors Inc | 1.62% | Reduce -0.4% | 12,994 | $2.5M |
| Ciovacco Capital Management LLC | 1.24% | Reduce -15.9% | 12,964 | $2.5M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -43.0% | 12,268 | $2.5M |
| Wingate Wealth Advisors, Inc. | 1.38% | Reduce -7.0% | 12,949 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +11.9% | 12,904 | $2.5M |
| Fiduciary Group, LLC | 0.21% | Reduce -2.2% | 12,896 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +2.0% | 12,881 | $2.5M |
| Spinnaker Trust | 0.13% | Add +8.9% | 12,822 | $2.5M |
| WASHINGTON TRUST Co | 0.08% | Reduce -31.3% | 12,794 | $2.5M |
| Tudor Financial Inc. | 1.25% | Add +1.5% | 12,791 | $2.5M |
| BCS Private Wealth Management, Inc. | 0.84% | Reduce -2.5% | 12,759 | $2.4M |
| Hyposwiss Advisors SA | 2.39% | — | 12,745 | $2.4M |
| Riverbend Wealth Management, LLC | 1.54% | Add +4.0% | 12,732 | $2.4M |
| Belpointe Asset Management LLC | 0.09% | Reduce -11.4% | 12,694 | $2.4M |
| Centaurus Financial, Inc. | 0.11% | Reduce -6.7% | 12,600 | $2.4M |
| Chilton Investment Co. Inc. | 0.05% | Add +229.7% | 12,596 | $2.4M |
| Flow Traders U.S. LLC | 0.08% | Reduce -14.9% | 12,586 | $2.4M |
| Valued Retirements, Inc. | 2.34% | Add +11.4% | 12,516 | $2.4M |
| Welch Capital Partners LLC | 0.48% | No change | 12,488 | $2.4M |
| Meridian Wealth Advisors, LLC | 0.33% | No change | 12,486 | $2.4M |
| Cape Ann Savings Bank | 1.23% | Add +351.2% | 12,475 | $2.4M |
| Fortune Financial Advisors, LLC | 1.61% | Reduce -9.9% | 12,447 | $2.4M |
| ORG Partners LLC | 0.42% | Reduce -26.6% | 12,327 | $2.4M |
| Purkiss Capital Advisors LLC | 1.09% | Add +1.3% | 12,187 | $2.3M |
| Tranquility Partners, LLC | 0.84% | Reduce -3.6% | 12,141 | $2.3M |
| Pension & Wealth Management Advisors, Inc. | 0.69% | Reduce -2.5% | 12,115 | $2.3M |
| Biondo Investment Advisors, LLC | 0.28% | Add +3.7% | 12,054 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +6.2% | 12,004 | $2.3M |
| 14B Captial Management LP | 1.85% | New | 12,000 | $2.3M |
| BTC Capital Management, Inc. | 0.16% | No change | 12,000 | $2.3M |
| OMNI 360 Wealth, Inc. | 1.17% | Add +14.6% | 11,537 | $2.3M |
| Compound Planning, Inc. | 0.07% | Reduce -0.8% | 11,944 | $2.3M |
| Charis Legacy Partners, LLC | 3.37% | Add +0.4% | 11,924 | $2.3M |
| Farnam Financial LLC | 1.72% | Add +304.9% | 11,899 | $2.3M |
| Provident Wealth Management, LLC | 0.67% | Reduce -6.8% | 11,876 | $2.3M |
| MTM Investment Management, LLC | 0.73% | Reduce -1.2% | 11,872 | $2.3M |
| American Alpha Advisors, LLC | 1.43% | Add +60.8% | 11,867 | $2.3M |
| BOK Financial Private Wealth, Inc. | 0.14% | Reduce -1.1% | 11,862 | $2.3M |
| Litman Gregory Wealth Management LLC | 0.17% | Reduce -1.7% | 11,816 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.54% | Reduce -21.7% | 11,811 | $2.3M |
| Guyasuta Investment Advisors Inc. | 0.13% | Add +2.0% | 11,792 | $2.3M |
| Dodds Wealth, LLC | 0.55% | No change | 11,759 | $2.3M |
| Triangle Securities Wealth Management | 0.47% | Reduce -0.4% | 11,726 | $2.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Add +3.3% | 11,710 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.20% | Reduce -6.3% | 11,651 | $2.2M |
| BKM Wealth Management, LLC | 0.82% | Reduce -0.7% | 11,647 | $2.2M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -18.4% | 11,640 | $2.2M |
| Milestone Asset Management Group, LLC | 1.25% | Add +10.4% | 11,574 | $2.2M |
| Greykasell Wealth Strategies, Inc. | 0.87% | Add +25.3% | 11,551 | $2.2M |
| KWB Wealth | 0.21% | Reduce -5.2% | 11,500 | $2.2M |
| Asset Allocation & Management Company, LLC | 0.88% | No change | 11,468 | $2.2M |
| Compass Wealth Management, LLC | 0.90% | Reduce -6.5% | 11,450 | $2.2M |
| Old National Bancorp | 0.04% | Add +22.8% | 11,441 | $2.2M |
| Osborne Partners Capital Management, LLC | 0.11% | Reduce -3.5% | 11,413 | $2.2M |
| Outlook Wealth Advisors, LLC | 0.49% | No change | 11,375 | $2.2M |
| LGL Partners, LLC | 0.93% | Add +0.4% | 11,358 | $2.2M |
| CoreFirst Bank & Trust | 1.18% | Reduce -10.9% | 11,356 | $2.2M |
| Rehmann Capital Advisory Group | 0.11% | Add +32.9% | 11,355 | $2.2M |
| TFR Capital, LLC. | 0.72% | Add +0.8% | 11,327 | $2.2M |
| Root Financial Partners, LLC | 0.11% | Add +2.0% | 11,309 | $2.2M |
| Arnhold LLC | 0.16% | New | 11,300 | $2.2M |
| Net Worth Advisory Group | 0.44% | Reduce -0.1% | 11,259 | $2.2M |
| Boston Partners | 0.00% | Add +6.0% | 12,208 | $2.2M |
| Patriot Investment Management Group, Inc. | 0.14% | Add +0.2% | 11,171 | $2.1M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Add +0.0% | 10,842 | $2.1M |
| NovaPoint Capital, LLC | 0.55% | Reduce -6.6% | 11,122 | $2.1M |
| Private Advisory Group LLC | 0.17% | Reduce -28.0% | 10,989 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +19.2% | 10,961 | $2.1M |
| Inscription Capital, LLC | 0.21% | Add +7.0% | 10,907 | $2.1M |
| Running Oak Capital LLC | 0.26% | New | 10,902 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 10,868 | $2.1M |
| Everest Private Wealth | 1.16% | Reduce -10.1% | 10,862 | $2.1M |
| Savant Capital, LLC | 0.01% | Add +5.5% | 10,832 | $2.1M |
| Tripletail Wealth Management, LLC | 2.63% | Add +18.9% | 10,822 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +28.8% | 10,817 | $2.1M |
| ASL Financial, LLC | 1.62% | — | 10,940 | $2.1M |
| Lanark Financial, Inc. | 0.15% | Reduce -4.3% | 10,675 | $2.0M |
| First Merchants Corp. | 0.08% | Reduce -3.6% | 10,600 | $2.0M |
| Point72 Asset Management | 0.00% | New | 10,600 | $2.0M |
| Prosperity Wealth Management, Inc. | 0.68% | Add +97.9% | 10,589 | $2.0M |
| Cahill Financial Advisors Inc. | 0.22% | Reduce -1.6% | 10,501 | $2.0M |
| NWF Advisory Services Inc. | 0.22% | Add +5.4% | 10,501 | $2.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.12% | Add +1.7% | 10,490 | $2.0M |
| Delta Investment Management, LLC | 0.35% | Reduce -32.1% | 10,449 | $2.0M |
| Monument Capital Management | 0.50% | No change | 10,440 | $2.0M |
| Victrix Investment Advisors | 0.77% | New | 10,437 | $2.0M |
| Maridea Wealth Management LLC | 0.30% | Add +873.1% | 10,432 | $2.0M |
| Creekside Partners | 0.84% | Add +0.1% | 10,408 | $2.0M |
| Evolve Private Wealth, LLC | 0.12% | — | 10,374 | $2.0M |
| Tailwinds Wealth, LLC | 2.13% | — | 10,338 | $2.0M |
| Wexford Capital LP | 0.51% | New | 10,332 | $2.0M |
| Natixis | 0.01% | Add +1.6% | 10,326 | $2.0M |
| XTX Topco Ltd | 0.05% | Add +245.9% | 10,301 | $2.0M |
| MJP Associates Inc. | 0.25% | Reduce -24.9% | 10,269 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Add +9.2% | 10,262 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.34% | Reduce -11.3% | 10,253 | $2.0M |
| Parisi Gray Wealth Management | 0.45% | Add +1.3% | 10,250 | $2.0M |
| EagleClaw Capital Managment, LLC | 0.28% | Reduce -6.2% | 10,155 | $1.9M |
| Afg Fiduciary Services Limited Partnership | 1.16% | Reduce -4.1% | 10,044 | $1.9M |
| Trilogy Capital Inc. | 0.09% | Reduce -14.4% | 10,080 | $1.9M |
| Hobbs Group Advisors, LLC | 0.58% | Add +0.5% | 9,992 | $1.9M |
| St. Louis Trust Co | 0.22% | Add +108.8% | 9,972 | $1.9M |
| Gilbert Capital Group, Inc. | 1.43% | Add +10.7% | 9,909 | $1.9M |
| Highlander Partners, L.P. | 0.68% | No change | 9,900 | $1.9M |
| UMB Bank, n.a. | 0.03% | Reduce -3.4% | 9,899 | $1.9M |
| NorthRock Partners, LLC | 0.03% | Add +18.7% | 9,837 | $1.9M |
| NCM Capital Management, LLC | 0.69% | Reduce -1.9% | 9,736 | $1.9M |
| McCarter Private Wealth Services LLC | 0.84% | Add +51.7% | 9,724 | $1.9M |
| Focused Alpha, LLC | 0.55% | — | 9,710 | $1.9M |
| PW Nova Financial Services LLC | 0.70% | — | 9,618 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -3.2% | 9,637 | $1.8M |
| Avestar Capital, LLC | 0.13% | Reduce -3.5% | 9,623 | $1.8M |
| AssuredPartners Investment Advisors, LLC | 0.27% | Add +442.2% | 9,613 | $1.8M |
| Beacon Financial Advisory LLC | 0.43% | Reduce -9.2% | 9,606 | $1.8M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -97.5% | 9,600 | $1.8M |
| Western Wealth Management, LLC | 0.08% | Reduce -6.7% | 9,588 | $1.8M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Reduce -19.5% | 9,558 | $1.8M |
| AlphaStar Capital Management, LLC | 0.13% | Add +29.8% | 9,538 | $1.8M |
| American Investment Services, Inc. | 0.42% | No change | 9,522 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Reduce -80.2% | 9,447 | $1.8M |
| Brindle & Bay Financial Advisors, LLC | 1.20% | — | 9,439 | $1.8M |
| Cypress Capital Group | 0.20% | Reduce -1.1% | 9,430 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +16.7% | 9,428 | $1.8M |
| Deltec Asset Management LLC | 0.30% | No change | 9,317 | $1.8M |
| Grove Bank & Trust | 0.20% | Reduce -1.4% | 9,263 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -21.6% | 9,222 | $1.8M |
| Manske Wealth Management | 0.52% | Reduce -0.9% | 9,206 | $1.8M |
| Israel Discount Bank of New York | 4.77% | No change | 9,155 | $1.8M |
| PFG Advisors | 0.08% | Reduce -60.3% | 9,123 | $1.7M |
| Quadrant Capital Group LLC | 0.05% | Add +93.3% | 9,104 | $1.7M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Reduce -2.6% | 9,089 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Add +3.0% | 9,079 | $1.7M |
| Balentine LLC | 0.07% | No change | 9,076 | $1.7M |
| ProVise Management Group, LLC | 0.12% | Add +2.8% | 9,038 | $1.7M |
| Macroview Investment Management LLC | 1.19% | Reduce -9.3% | 9,026 | $1.7M |
| Bantamac Capital, LLC | 1.22% | No change | 9,025 | $1.7M |
| Fortis Capital Advisors, LLC | 0.26% | Reduce -16.1% | 9,020 | $1.7M |
| Axis Wealth Partners, LLC | 0.95% | Add +1.8% | 8,984 | $1.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -71.7% | 8,949 | $1.7M |
| PKS Advisory Services, LLC | 0.39% | Add +37.7% | 8,965 | $1.7M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.56% | Add +2.9% | 8,949 | $1.7M |
| Atticus Wealth Management, LLC | 0.42% | Add +13.3% | 8,943 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +493.3% | 8,900 | $1.7M |
| Regions Financial Corp. | 0.01% | Add +9.6% | 8,841 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +0.2% | 8,812 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.19% | Add +193.3% | 8,800 | $1.7M |
| Indivisible Partners | 0.18% | — | 8,793 | $1.7M |
| Curry Webb Wealth Management LLC | 0.84% | — | 8,791 | $1.7M |
| Heritage Wealth Management, Inc. | 0.47% | Add +11.4% | 8,772 | $1.7M |
| Hansen & Associates Financial Group, Inc. | 0.92% | New | 15,480 | $1.7M |
| Midwest Trust Co | 0.02% | Add +18.0% | 8,737 | $1.7M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -4.4% | 8,716 | $1.7M |
| Astra Wealth Partners LLC | 1.02% | Add +53.1% | 8,715 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -0.6% | 8,702 | $1.7M |
| Pandora Wealth, Inc. | 1.01% | Reduce -1.3% | 8,702 | $1.7M |
| PFG Investments, LLC | 0.08% | Reduce -3.9% | 8,697 | $1.7M |
| Verger Capital Management LLC | 0.49% | Add +0.4% | 8,661 | $1.7M |
| Banta Asset Management LP | 1.51% | — | 8,635 | $1.7M |
| CORDA Investment Management, LLC. | 0.12% | Add +60.0% | 8,568 | $1.6M |
| Cypress Asset Management Inc. | 0.36% | Reduce -0.3% | 8,540 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -0.8% | 8,506 | $1.6M |
| Marshall Financial Group, LLC | 0.32% | Reduce -10.3% | 8,495 | $1.6M |
| Signaturefd, LLC | 0.02% | Reduce -3.5% | 8,485 | $1.6M |
| Prairiewood Capital, LLC | 0.50% | Reduce -4.1% | 8,478 | $1.6M |
| Argent Trust Co | 0.06% | Add +4.8% | 8,476 | $1.6M |
| Ascentis Independent Advisors | 0.26% | Add +10.8% | 8,412 | $1.6M |
| Saxony Capital Management, LLC | 0.98% | Add +49.0% | 8,320 | $1.6M |
| Patten Group, Inc. | 0.29% | Reduce -6.9% | 8,307 | $1.6M |
| Berkshire Asset Management LLC | 0.07% | Add +6.8% | 8,293 | $1.6M |
| WESPAC Advisors, LLC | 0.86% | Reduce -37.6% | 8,284 | $1.6M |
| Trail Ridge Investment Advisors, LLC | 0.68% | Add +3.2% | 8,258 | $1.6M |
| DV Trading LLC | 0.14% | — | 8,257 | $1.6M |
| Second Half Financial Partners, LLC | 0.70% | Reduce -10.1% | 8,218 | $1.6M |
| Archford Capital Strategies, LLC | 0.18% | Reduce -1.8% | 8,192 | $1.6M |
| Evergreen Capital Management LLC | 0.04% | Reduce -19.0% | 8,192 | $1.6M |
| Noble Wealth Management PBC | 0.79% | Reduce -11.3% | 8,186 | $1.6M |
| Beaton Management Co. Inc. | 0.69% | Reduce -0.9% | 8,174 | $1.6M |
| Sendero Wealth Management, LLC | 0.17% | New | 8,164 | $1.6M |
| Abound Financial, LLC | 0.60% | Reduce -5.1% | 8,160 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.44% | Reduce -0.8% | 8,131 | $1.6M |
| Clifford Swan Investment Counsel LLC | 0.05% | Reduce -4.5% | 8,114 | $1.6M |
| Legacy Wealth Partners, LLC | 0.40% | — | 8,112 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +61.9% | 8,048 | $1.6M |
| Salomon & Ludwin, LLC | 0.14% | Reduce -3.3% | 7,961 | $1.5M |
| North Star Investment Management Corp. | 0.10% | Add +31.0% | 8,063 | $1.5M |
| Advisory Alpha, LLC | 0.04% | Add +83.6% | 8,044 | $1.5M |
| Private Client Services, LLC | 0.48% | Reduce -52.8% | 8,044 | $1.5M |
| Flagstar Securities, Inc. | 0.52% | Reduce -2.8% | 8,031 | $1.5M |
| American Institute for Advanced Investment Management, LLP | 0.99% | Reduce -0.3% | 8,028 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -3.2% | 8,003 | $1.5M |
| PCG Wealth Advisors, LLC | 0.43% | Add +5.1% | 7,984 | $1.5M |
| Hudson Oak Wealth Advisory LLC | 1.35% | — | 7,983 | $1.5M |
| Hollencrest Capital Management | 0.05% | Add +0.8% | 7,918 | $1.5M |
| Rooted Wealth Advisors, Inc. | 0.43% | Add +20.8% | 7,572 | $1.5M |
| Creative Financial Designs Inc. | 0.10% | Reduce -17.1% | 7,912 | $1.5M |
| Platform Technology Partners | 0.32% | Add +105.0% | 7,846 | $1.5M |
| Blue Chip Partners, LLC | 0.11% | Add +2.9% | 7,827 | $1.5M |
| 360 Financial, Inc. | 0.45% | Add +14.6% | 7,822 | $1.5M |
| Mather Group, Llc. | 0.02% | Reduce -5.4% | 7,820 | $1.5M |
| Samalin Investment Counsel, LLC | 0.53% | Add +2.8% | 7,816 | $1.5M |
| Dupree Financial Group, LLC | 0.54% | Add +3.0% | 7,727 | $1.5M |
| YANKCOM Partnership | 0.63% | No change | 7,700 | $1.5M |
| D.B. Root & Company, LLC | 0.36% | Add +28.9% | 7,677 | $1.5M |
| Global Assets Advisory, LLC | 0.42% | Add +20.8% | 7,674 | $1.5M |
| Gilman Hill Asset Management, LLC | 0.23% | Add +75.7% | 7,671 | $1.5M |
| Clark Asset Management, LLC | 0.15% | New | 7,659 | $1.5M |
| Ardent Capital Management, Inc. | 0.58% | No change | 7,655 | $1.5M |
| Simplicity Wealth,LLC | 0.09% | Reduce -45.7% | 7,645 | $1.5M |
| Seelaus Asset Management LLC | 1.18% | Reduce -7.2% | 7,645 | $1.5M |
| Topsail Wealth Management, LLC | 0.21% | Add +2.8% | 7,632 | $1.5M |
| Keystone Global Partners, LLC | 0.64% | Reduce -1.1% | 7,632 | $1.5M |
| Keebeck Wealth Management | 0.17% | Reduce -0.0% | 7,590 | $1.5M |
| Obermeyer Wealth Partners | 0.07% | Add +23.4% | 7,583 | $1.5M |
| Darwin Wealth Management, LLC | 0.45% | Reduce -4.3% | 7,582 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.16% | Add +18.1% | 7,570 | $1.5M |
| August Group Capital Ltd | 1.60% | — | 7,518 | $1.4M |
| Bawa N Mallick Trust | 0.53% | Add +0.1% | 7,517 | $1.4M |
| Independent Wealth Advisors LLC | 1.50% | — | 7,502 | $1.4M |
| Capital Management Associates | 2.11% | No change | 7,500 | $1.4M |
| Oliver Luxxe Assets LLC | 0.22% | Add +10.2% | 7,487 | $1.4M |
| Rockbridge Investment Management, LCC | 0.13% | Add +1.5% | 7,291 | $1.4M |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +1.1% | 7,218 | $1.4M |
| Archer Investment Management, LLC | 0.74% | Reduce -37.5% | 7,191 | $1.4M |
| Madden Advisory Services, Inc. | 0.55% | Add +4.7% | 7,185 | $1.4M |
| Strathmore Capital Advisors, Inc. | 0.45% | Reduce -8.4% | 7,170 | $1.4M |
| Professional Advisory Services Inc. | 0.16% | Add +3.0% | 7,169 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | Reduce -5.5% | 7,145 | $1.4M |
| Marshall & Sterling Wealth Advisors Inc. | 0.90% | Reduce -82.8% | 7,141 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -5.2% | 7,097 | $1.4M |
| Ocean Park Asset Management, LLC | 0.06% | Reduce -5.0% | 7,086 | $1.4M |
| Covenant Asset Management, LLC | 0.26% | Add +2.6% | 7,068 | $1.4M |
| LOM Asset Management Ltd | 0.39% | No change | 7,040 | $1.3M |
| Alpha Cubed Investments, LLC | 0.05% | Reduce -3.4% | 7,033 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 7,013 | $1.3M |
| Alliance Wealth Management Group | 0.29% | No change | 6,989 | $1.3M |
| Towercrest Capital Management | 0.21% | No change | 6,989 | $1.3M |
| Anchyra Partners LLC | 0.41% | — | 6,972 | $1.3M |
| Rossmore Private Capital | 0.12% | Add +3.4% | 6,945 | $1.3M |
| SageView Advisory Group, LLC | 0.04% | Add +6.2% | 6,907 | $1.3M |
| Peak Retirement Planning, Inc. | 0.31% | Add +36.1% | 6,903 | $1.3M |
| Am Investment Strategies LLC | 0.27% | Add +7.2% | 6,899 | $1.3M |
| Vertex Planning Partners, LLC | 0.30% | Reduce -2.0% | 6,821 | $1.3M |
| Colter Lewis Investment Partners LLC | 1.51% | — | 6,811 | $1.3M |
| Independence Bank of Kentucky | 0.16% | Reduce -7.3% | 6,808 | $1.3M |
| Sharp Wealth Advisory, LLC | 0.65% | Add +5.1% | 6,785 | $1.3M |
| RDA Financial Network | 0.31% | Reduce -1.7% | 6,774 | $1.3M |
| Evermay Wealth Management LLC | 0.15% | No change | 6,760 | $1.3M |
| Ballast Rock Private Wealth LLC | 0.81% | — | 6,749 | $1.3M |
| Quadcap Wealth Management, LLC | 0.15% | Reduce -10.4% | 6,734 | $1.3M |
| Coordinated Financial Services, Inc. | 0.75% | Add +9.2% | 6,668 | $1.3M |
| Larry Mathis Financial Planning, LLC | 1.14% | — | 6,726 | $1.3M |
| Madison Park Capital Advisors, LLC | 1.05% | Reduce -0.6% | 6,724 | $1.3M |
| Cardiff Park Advisors, LLC | 0.11% | Reduce -5.4% | 6,699 | $1.3M |
| Skyview Financial Group LLC | 1.32% | — | 6,671 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.0% | 6,663 | $1.3M |
| Magnolia Capital Advisors LLC | 0.27% | Add +12.5% | 6,660 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +7.0% | 6,651 | $1.3M |
| Park Square Financial Group, LLC | 7.54% | Reduce -23.3% | 7,248 | $1.3M |
| Wellington Shields Capital Management, LLC | 0.19% | Reduce -7.7% | 6,625 | $1.3M |
| Avant Capital LLC | 0.87% | Reduce -1.6% | 6,601 | $1.3M |
| Syverson Strege & Co | 0.30% | No change | 6,597 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -20.4% | 6,593 | $1.3M |
| Insight Advisors, LLC/ PA | 0.19% | Add +0.1% | 6,592 | $1.3M |
| Legacy Wealth Management, LLC / MS | 0.34% | Add +14.8% | 6,563 | $1.3M |
| Charter Research & Investment Group, Inc. | 0.84% | Add +12.4% | 6,547 | $1.3M |
| Dudley Capital Management, LLC | 0.55% | Add +61.8% | 6,544 | $1.3M |
| Barrett & Company, Inc. | 0.42% | Add +0.6% | 6,539 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.09% | Add +9.0% | 6,519 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.14% | No change | 6,493 | $1.2M |
| Intellus Advisors LLC | 0.16% | Add +6.7% | 6,489 | $1.2M |
| Sharkey, Howes & Javer | 0.16% | Reduce -7.4% | 6,485 | $1.2M |
| Calton & Associates, Inc. | 0.18% | Add +2.8% | 6,474 | $1.2M |
| Xcelsior Advisor Partners LLC | 0.60% | — | 6,472 | $1.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.24% | No change | 6,463 | $1.2M |
| Financial Advisory Corp | 0.18% | Reduce -0.8% | 6,453 | $1.2M |
| JGP Wealth Management, LLC | 0.13% | Add +0.5% | 6,434 | $1.2M |
| Stephens Consulting, LLC | 0.40% | No change | 6,413 | $1.2M |
| Waddell & Associates, LLC | 0.08% | No change | 6,391 | $1.2M |
| Jmac Enterprises LLC | 0.23% | Reduce -0.3% | 6,373 | $1.2M |
| Boston Research & Management Inc. | 0.28% | Add +97.9% | 6,312 | $1.2M |
| Mycio Wealth Partners, LLC | 0.25% | Add +55.7% | 6,290 | $1.2M |
| Forum Financial Management, LP | 0.02% | Add +1.6% | 6,266 | $1.2M |
| Opulen Financial Group LLC | 0.87% | Add +0.4% | 6,259 | $1.2M |
| Violich Capital Management, Inc. | 0.13% | No change | 6,250 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.38% | Add +35.3% | 6,245 | $1.2M |
| HHM Wealth Advisors, LLC | 0.14% | No change | 6,238 | $1.2M |
| Goodman Financial Corp | 0.23% | Reduce -96.0% | 6,216 | $1.2M |
| Exit Wealth Advisors, LLC. | 0.70% | Reduce -59.8% | 6,216 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +17.6% | 6,208 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Reduce -1.1% | 6,106 | $1.2M |
| Sentry LLC | 0.32% | No change | 6,098 | $1.2M |
| Carrera Capital Advisors | 0.20% | Add +2.6% | 6,095 | $1.2M |
| Perkins Coie Trust Co | 0.22% | No change | 6,083 | $1.2M |
| Colorado Capital Management, Inc. | 0.44% | No change | 6,074 | $1.2M |
| Callan Family Office, LLC | 0.03% | Add +44.0% | 6,073 | $1.2M |
| Axecap Investments, LLC | 0.72% | Add +7.8% | 6,070 | $1.2M |
| Mascagni Wealth Management, Inc. | 0.87% | Reduce -2.2% | 6,062 | $1.2M |
| Trust Co. of Toledo NA | 0.11% | Reduce -15.7% | 6,048 | $1.2M |
| Advyzon Investment Management, LLC | 0.13% | New | 6,041 | $1.2M |
| High Point Wealth Management, LLC | 1.10% | — | 6,020 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | No change | 6,020 | $1.2M |
| Aries Wealth Management | 0.25% | No change | 6,008 | $1.2M |
| Principal Financial Group Inc. | 0.00% | No change | 6,001 | $1.1M |
| Flagship Private Wealth, LLC | 0.45% | Add +24.9% | 6,941 | $1.1M |
| Hassell Wealth Management, LLC | 0.38% | No change | 5,759 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 0.83% | No change | 5,667 | $1.1M |
| Lathrop Investment Management Co. | 0.21% | Reduce -0.2% | 5,984 | $1.1M |
| Retirement Investment Advisors, Inc. | 0.09% | No change | 5,980 | $1.1M |
| Chemistry Wealth Management LLC | 0.21% | No change | 5,943 | $1.1M |
| Yarger Wealth Strategies, LLC | 0.49% | Add +0.4% | 5,938 | $1.1M |
| Toth Financial Advisory Corp. | 0.12% | Add +54.9% | 5,920 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -0.6% | 5,918 | $1.1M |
| Silverlake Wealth Management LLC | 0.25% | Reduce -3.7% | 5,899 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.19% | Reduce -1.5% | 5,889 | $1.1M |
| JMG Financial Group, Ltd. | 0.03% | No change | 5,877 | $1.1M |
| Phraction Management LLC | 0.32% | No change | 5,858 | $1.1M |
| Arrowroot Family Office, LLC | 0.41% | Reduce -4.5% | 5,846 | $1.1M |
| Burling Wealth Partners, LLC | 0.17% | Reduce -1.0% | 5,779 | $1.1M |
| Howard Capital Management Group, LLC | 0.07% | No change | 5,767 | $1.1M |
| Segment Wealth Management, LLC | 0.06% | Add +45.8% | 5,760 | $1.1M |
| Marquette Associates, Inc. | 1.41% | New | 5,740 | $1.1M |
| Grandfield & Dodd, LLC | 0.06% | Add +34.1% | 5,738 | $1.1M |
| Twelve Points Wealth Management LLC | 0.25% | Reduce -22.6% | 5,549 | $1.1M |
| Pictet North America Advisors SA | 0.10% | No change | 5,690 | $1.1M |
| Boothe Investment Group, Inc. | 0.39% | Reduce -9.8% | 5,677 | $1.1M |
| Del-Sette Capital Management, LLC | 0.67% | Add +0.1% | 5,664 | $1.1M |
| Monarch Capital Management Inc. | 0.27% | Add +22.4% | 5,662 | $1.1M |
| JT Stratford LLC | 0.14% | Add +67.5% | 5,658 | $1.1M |
| Legacy PCG, LLC | 0.67% | Reduce -4.9% | 5,643 | $1.1M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.57% | — | 5,634 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 5,617 | $1.1M |
| Becker Capital Management Inc. | 0.03% | Reduce -0.4% | 5,609 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -54.5% | 5,597 | $1.1M |
| TFB Advisors LLC | 0.30% | Add +1.4% | 5,592 | $1.1M |
| Cascade Financial Partners, LLC | 0.11% | No change | 5,589 | $1.1M |
| Autumn Glory Partners, LLC | 0.37% | No change | 5,579 | $1.1M |
| Grantvest Financial Group LLC | 0.68% | Reduce -12.1% | 5,573 | $1.1M |
| Vantus Wealth LLC | 0.79% | — | 5,571 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Reduce -6.1% | 5,570 | $1.1M |
| Diversify Wealth Management, LLC | 0.05% | Add +7.2% | 5,382 | $1.1M |
| Baldwin Investment Management, LLC | 0.12% | Reduce -1.5% | 5,536 | $1.1M |
| HT Partners LLC | 0.31% | No change | 5,523 | $1.1M |
| Advisors Management Group Inc. | 0.19% | Reduce -0.2% | 5,445 | $1.0M |
| Meritage Portfolio Management | 0.07% | Add +223.7% | 5,428 | $1.0M |
| Correct Capital Wealth Management | 0.20% | No change | 5,419 | $1.0M |
| Abbot Financial Management, Inc. | 0.43% | Reduce -4.4% | 5,417 | $1.0M |
| Cambridge Associates LLC /Ma/ | 0.02% | No change | 5,412 | $1.0M |
| Summit Wealth Partners, LLC | 0.19% | Add +2.0% | 5,407 | $1.0M |
| Nvwm, LLC | 0.23% | No change | 5,400 | $1.0M |
| Everett Harris & Co. | 0.01% | Add +7.4% | 5,394 | $1.0M |
| Diligent Investors, LLC | 0.25% | Reduce -7.0% | 5,393 | $1.0M |
| Lavelle Capital LP | 0.65% | — | 5,371 | $1.0M |
| Culbertson A N & Co. Inc. | 0.14% | No change | 5,371 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Reduce -62.1% | 5,358 | $1.0M |
| MGB Wealth Management, LLC | 0.29% | No change | 5,346 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -41.1% | 5,341 | $1.0M |
| Atlas Brown,Inc. | 0.30% | Add +12.8% | 5,332 | $1.0M |
| Argent Advisors, Inc. | 0.28% | Reduce -90.8% | 5,316 | $1.0M |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -11.0% | 5,294 | $1.0M |
| XY Planning Network, Inc. | 0.18% | Add +25.4% | 5,277 | $1.0M |
| Woodard & Co. Asset Management Group Inc. | 0.16% | Add +1.7% | 5,271 | $1.0M |
| Cambridge Advisors Inc. | 0.19% | Reduce -12.6% | 5,264 | $1.0M |
| HBW Advisory Services LLC | 0.11% | Add +5.4% | 5,239 | $1.0M |
| First City Capital Management, Inc. | 0.53% | Add +29.8% | 5,221 | $1.0M |
| Odyssey Capital Advisors, Inc. | 0.89% | — | 5,215 | $999K |
| Harbor Advisory Corp. | 0.30% | No change | 5,205 | $997K |
| Davies Financial Advisors, Inc. | 1.84% | Reduce -14.1% | 5,193 | $995K |
| Bay Capital Advisors, LLC | 0.60% | Reduce -3.9% | 5,160 | $988K |
| Intrua Financial, LLC | 0.11% | Add +24.6% | 5,117 | $980K |
| IKE Capital, LLC | 0.85% | — | 5,110 | $979K |
| Gen-Wealth Partners Inc | 0.31% | No change | 5,110 | $979K |
| Clientfirst Wealth Management, LLC | 0.78% | No change | 5,096 | $976K |
| Alterna Wealth Management, Inc. | 0.81% | Add +3.0% | 5,093 | $976K |
| Private Wealth Asset Management, LLC | 0.11% | Reduce -14.9% | 5,085 | $974K |
| Wealth Advisors of Tampa Bay, LLC | 0.33% | Add +3.2% | 5,056 | $969K |
| Vise Technologies, Inc. | 0.02% | Add +144.3% | 5,051 | $968K |
| Adkins Seale Capital Management LLC | 0.95% | — | 5,040 | $965K |
| Shepherd Kaplan Krochuk, LLC | 0.80% | New | 5,040 | $965K |
| Wealthspire Retirement, LLC | 0.06% | Add +0.2% | 5,036 | $965K |
| Retirement Planning Group, LLC | 0.03% | Reduce -6.1% | 5,015 | $961K |
| GSG Advisors LLC | 0.25% | Reduce -3.2% | 5,011 | $960K |
| Global Endowment Management, LP | 0.12% | No change | 5,000 | $958K |
| Advanced Portfolio Management, LLC | 2.92% | New | 5,000 | $958K |
| Lighthouse Investment Partners, LLC | 0.03% | Reduce -27.0% | 5,000 | $958K |
| Ted Buchan & Co | 0.35% | Add +132.3% | 4,989 | $956K |
| Old North State Trust, LLC | 0.56% | New | 4,985 | $955K |
| J.Safra Asset Management Corp | 0.05% | No change | 4,965 | $951K |
| Stableford Capital II LLC | 0.34% | New | 4,936 | $946K |
| Sovran Advisors, LLC | 0.08% | Add +35.2% | 4,717 | $941K |
| Zions Bancorporation, National Association | 0.04% | No change | 4,900 | $939K |
| Pasadena Private Wealth, LLC | 0.13% | No change | 4,890 | $937K |
| Aznar Financial Advisors, LLC | 0.90% | — | 4,888 | $936K |
| Salem Investment Counselors Inc. | 0.03% | Add +4.8% | 4,879 | $935K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -1.7% | 4,877 | $934K |
| Disciplined Investors, L.L.C. | 0.61% | Add +0.1% | 4,865 | $932K |
| Cambridge Capital Management, LLC | 0.42% | Reduce -2.3% | 4,845 | $928K |
| Concentric Capital Strategies, LP | 0.05% | Reduce -55.7% | 4,839 | $927K |
| Arcus Capital Partners, LLC | 0.33% | Add +0.0% | 4,825 | $924K |
| Van Den Berg Management I, Inc. | 0.21% | Add +0.3% | 4,825 | $924K |
| Massachusetts Wealth Management | 0.43% | Add +2.2% | 4,824 | $924K |
| Cooksen Wealth, LLC | 0.68% | Add +0.8% | 4,822 | $924K |
| Cornerstone Advisory, LLC | 0.09% | Add +2.9% | 4,810 | $921K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +2.8% | 4,789 | $917K |
| Caliber Wealth Management, LLC / KS | 0.10% | Add +55.9% | 4,786 | $917K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.7% | 4,780 | $916K |
| HORAN Wealth, LLC | 0.14% | Add +1.2% | 4,770 | $914K |
| Atwater Malick LLC | 0.25% | Add +14.9% | 4,769 | $914K |
| Northstar Advisory Group, LLC | 0.32% | New | 4,759 | $912K |
| Banque Pictet & Cie SA | 0.01% | Reduce -33.1% | 4,755 | $911K |
| Boston Trust Walden Corp | 0.01% | Reduce -4.0% | 4,754 | $911K |
| Corecam AG | 0.91% | — | 4,750 | $910K |
| GAMMA Investing LLC | 0.05% | Add +5.1% | 4,746 | $909K |
| Moran Wealth Management, LLC | 0.03% | Reduce -94.3% | 4,730 | $906K |
| Sandbox Financial Partners, LLC | 0.25% | Reduce -19.6% | 4,728 | $906K |
| Greenfield Savings Bank | 0.38% | Reduce -3.3% | 4,720 | $904K |
| Integrity Alliance, Llc. | 0.03% | Reduce -66.3% | 4,718 | $904K |
| Crescent Grove Advisors, LLC | 0.09% | Add +2.7% | 4,683 | $897K |
| Mma Asset Management LLC | 0.32% | Reduce -1.8% | 4,673 | $895K |
| Endeavor Private Wealth, Inc. | 0.26% | Add +12.1% | 4,664 | $893K |
| Synergy Asset Management, LLC | 0.09% | New | 4,662 | $893K |
| Abound Wealth Management | 0.21% | Add +15.8% | 4,661 | $893K |
| Cathy Pareto & Associates, Inc. | 0.62% | Reduce -4.0% | 4,645 | $890K |
| Cedar Wealth Management, LLC | 0.27% | No change | 4,639 | $889K |
| Leigh Baldwin & Co., LLC | 0.58% | Reduce -20.6% | 4,631 | $887K |
| Smithfield Trust Co | 0.04% | Add +9.4% | 4,620 | $887K |
| Townsend Asset Management Corp. /NC/ | 0.31% | Reduce -2.2% | 4,623 | $886K |
| Ehrlich Financial Group | 0.50% | Reduce -3.2% | 4,621 | $885K |
| MMBG Investment Advisors Co. | 0.07% | Add +7.5% | 4,615 | $884K |
| Nicolet Bankshares Inc. | 0.14% | Add +4.2% | 4,610 | $883K |
| Shoker Investment Counsel, Inc. | 0.26% | Add +0.4% | 4,601 | $882K |
| Keudell/Morrison Wealth Management | 0.18% | — | 4,584 | $878K |
| Bridgelight Financial Advisors, Inc. | 0.75% | — | 4,578 | $877K |
| Fifth Third Securities, Inc. | 0.06% | New | 4,573 | $876K |
| Lafayette Investments, Inc. | 0.17% | Add +19.3% | 4,571 | $876K |
| Key Client Fiduciary Advisors, LLC | 0.30% | Add +3.8% | 4,499 | $862K |
| Bluesphere Advisors LLC | 0.38% | No change | 4,497 | $861K |
| Allie Family Office LLC | 0.40% | Add +12.1% | 4,485 | $859K |
| IFG Advisory, LLC | 0.04% | Reduce -15.2% | 4,479 | $858K |
| Madison Asset Management, LLC | 0.01% | New | 4,477 | $858K |
| Glenview Trust Co | 0.01% | Add +1.6% | 4,466 | $856K |
| AMG National Trust Bank | 0.02% | New | 4,464 | $855K |
| Invested Advisors | 0.88% | New | 4,451 | $853K |
| Austin Asset Management Co Inc | 0.15% | Add +1.8% | 4,451 | $853K |
| CSM Advisors, LLC | 0.02% | No change | 4,450 | $852K |
| Sfmg, LLC | 0.06% | Add +120.1% | 4,444 | $851K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Add +1.9% | 4,442 | $851K |
| Thrive Capital Management, LLC | 0.19% | Add +25.8% | 4,409 | $845K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.0% | 4,405 | $844K |
| Canvas Wealth Advisors, LLC | 0.14% | Reduce -0.5% | 4,368 | $837K |
| Scharf Investments, LLC | 0.02% | New | 4,342 | $832K |
| Sfm, LLC | 0.49% | Add +31.4% | 4,329 | $829K |
| Collective Family Office LLC | 0.19% | Reduce -29.1% | 4,324 | $828K |
| Comprehensive Financial Planning, Inc. | 0.54% | Add +1.8% | 4,279 | $820K |
| BCS Wealth Management | 0.08% | Add +100.0% | 4,262 | $816K |
| Spreng Capital Management, Inc. | 0.32% | Reduce -15.0% | 4,260 | $816K |
| Bluefin Capital Management, LLC | 0.23% | New | 4,239 | $812K |
| Rainier Family Wealth Inc. | 0.61% | Reduce -2.3% | 4,197 | $804K |
| Briggs Wealth Management, Inc | 0.86% | — | 4,154 | $796K |
| Members Wealth LLC | 0.50% | Reduce -10.0% | 3,977 | $792K |
| Greenland Capital Management LP | 0.12% | New | 4,097 | $785K |
| Morton Capital Management LLC | 0.12% | No change | 4,090 | $783K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -0.2% | 4,084 | $782K |
| Elevation Wealth Partners, LLC | 0.28% | Add +2.8% | 4,080 | $782K |
| Fiscal Wisdom Wealth Management, LLC | 0.74% | Add +2.3% | 4,080 | $782K |
| Foguth Wealth Management, LLC. | 0.12% | — | 4,050 | $781K |
| Wealth Alliance, LLC | 0.08% | Reduce -0.5% | 4,075 | $781K |
| Trust Co. of Vermont | 0.03% | Add +35.6% | 4,073 | $780K |
| Rench Wealth Management, Inc. | 0.22% | Reduce -16.3% | 4,071 | $780K |
| Monte Financial Group, LLC | 0.29% | Add +10.3% | 4,065 | $779K |
| Dale Q Rice Investment Management Ltd | 0.56% | Reduce -9.4% | 4,055 | $777K |
| Journey Advisory Group, LLC | 0.07% | Reduce -5.4% | 4,047 | $775K |
| Trinity Wealth Management, LLC | 0.29% | Add +5.0% | 4,046 | $775K |
| TSG Advice Partners, LLC | 0.12% | — | 4,004 | $767K |
| AtlasMark Financial, Inc | 0.49% | No change | 4,000 | $766K |
| Meriwether Wealth & Planning, LLC | 0.43% | No change | 4,000 | $766K |
| Tennessee Valley Asset Management Partners | 0.10% | Reduce -2.4% | 3,999 | $766K |
| Fisher Asset Management | 0.00% | Add +84.4% | 3,976 | $762K |
| Cora Capital Advisors LLC | 0.30% | Reduce -12.2% | 3,970 | $761K |
| Weaver Consulting Group | 0.19% | No change | 3,966 | $760K |
| Conscious Wealth Investments, LLC | 0.46% | Add +3.1% | 3,823 | $759K |
| Triad Wealth Partners, LLC | 0.07% | Add +53.1% | 3,959 | $758K |
| Bfsg, LLC | 0.07% | Add +26.8% | 3,952 | $757K |
| Register Financial Advisors LLC | 0.29% | Add +6.3% | 3,945 | $756K |
| Prepared Retirement Institute LLC | 0.38% | Reduce -29.9% | 3,923 | $752K |
| WealthTrust Axiom LLC | 0.19% | Add +0.9% | 3,917 | $750K |
| Tyche Wealth Partners LLC | 0.12% | Add +13.5% | 3,909 | $749K |
| Retirement Planning Co of New England, Inc. | 0.30% | Add +6.3% | 3,906 | $748K |
| Beck Bode, LLC | 0.12% | Add +1.1% | 3,892 | $746K |
| Voisard Asset Management Group, Inc. | 0.16% | Reduce -48.7% | 3,888 | $745K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.26% | New | 3,886 | $745K |
| Aspire Growth Partners LLC | 0.52% | Add +0.3% | 3,876 | $743K |
| Duncan Williams Asset Management, LLC | 0.18% | Add +1.7% | 3,705 | $742K |
| Chicago Wealth Management, Inc. | 0.30% | Reduce -1.5% | 3,874 | $742K |
| Vista Investment Management | 0.24% | Add +1.3% | 3,873 | $742K |
| Capitol Family Office, Inc. | 0.87% | Reduce -27.4% | 3,865 | $740K |
| Associated Banc-Corp | 0.02% | Add +0.4% | 3,859 | $739K |
| Westside Investment Management, Inc. | 0.12% | Add +25.2% | 3,853 | $738K |
| Hartford Financial Management Inc. | 0.19% | Reduce -1.3% | 3,853 | $738K |
| Rhodes Investment Advisors Inc. | 0.60% | — | 3,843 | $736K |
| Sterling Capital Management LLC | 0.01% | Reduce -2.3% | 3,843 | $736K |
| Stokes Family Office, LLC | 0.07% | No change | 3,830 | $734K |
| Tilia Fiduciary Partners, Inc. | 0.40% | Reduce -11.5% | 3,823 | $732K |
| 3Chopt Investment Partners, LLC | 0.16% | No change | 3,799 | $728K |
| Serenus Wealth Advisors, LLC | 0.14% | Add +3.4% | 3,787 | $725K |
| Loudon Investment Management, LLC | 0.38% | Add +28.9% | 3,786 | $725K |
| Assetmark, Inc. | 0.00% | Add +4.5% | 3,764 | $721K |
| Essex Bank | 0.16% | No change | 3,757 | $720K |
| Unconventional Investor, LLC | 0.34% | Add +0.1% | 3,750 | $718K |
| WoodTrust Financial Corp | 0.08% | Reduce -9.2% | 3,750 | $718K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +14.0% | 3,738 | $716K |
| McLaughlin Asset Management, Inc. | 0.64% | — | 3,737 | $716K |
| Harmony Asset Management LLC | 0.24% | Reduce -17.2% | 3,729 | $714K |
| Inlet Private Wealth, LLC | 0.17% | Add +4.4% | 3,728 | $714K |
| Opal Wealth Advisors, LLC | 0.19% | Add +15.7% | 3,722 | $713K |
| Winebrenner Capital Management LLC | 0.47% | No change | 3,716 | $712K |
| Sequent Planning LLC | 0.18% | Add +247.9% | 3,670 | $703K |
| WFA of San Diego, LLC | 0.52% | Add +3.9% | 3,665 | $702K |
| Personal Cfo Solutions, LLC | 0.11% | Reduce -1.3% | 3,637 | $697K |
| Hudson Value Partners, LLC | 0.21% | Add +0.1% | 3,609 | $695K |
| Red Crane Wealth Management, LLC | 0.57% | Add +0.3% | 3,623 | $694K |
| Valor Advisors LLC | 0.58% | — | 3,619 | $693K |
| Farmers Trust Co. | 0.11% | No change | 3,609 | $691K |
| TrinityBridge Ltd | 0.02% | Reduce -5.3% | 3,600 | $690K |
| Corecam Pte. Ltd. | 0.37% | Add +20.0% | 3,600 | $690K |
| Tenon Financial LLC | 0.29% | No change | 3,598 | $689K |
| Dover Advisors, LLC | 0.27% | New | 3,590 | $688K |
| Legacy Financial Strategies, LLC | 0.12% | Reduce -33.9% | 3,589 | $688K |
| SwitchPoint Financial Planning, LLC | 0.48% | No change | 3,587 | $687K |
| Cura Wealth Advisors, LLC | 0.26% | Add +10.1% | 3,580 | $686K |
| Melfa Wealth Management, Inc. | 0.39% | Add +3.0% | 3,577 | $685K |
| Ignite Planners, LLC | 0.10% | Reduce -2.0% | 3,458 | $685K |
| Private Wealth Advisors, LLC | 0.25% | Add +8.4% | 3,572 | $684K |
| ICW Investment Advisors LLC | 0.25% | Reduce -18.9% | 3,563 | $682K |
| Inspire Advisors, LLC | 0.06% | Add +0.3% | 3,540 | $678K |
| Maia Wealth LLC | 0.12% | Add +17.1% | 3,363 | $675K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 3,522 | $675K |
| Horizons Wealth Management | 0.45% | No change | 3,519 | $674K |
| FourThought Financial Partners, LLC | 0.06% | Add +25.6% | 3,514 | $673K |
| Coppell Advisory Solutions LLC | 0.07% | Add +1.4% | 3,483 | $673K |
| LJI Wealth Management, LLC | 0.10% | Add +58.5% | 3,509 | $672K |
| Flaharty Asset Management, LLC | 0.08% | Reduce -1.1% | 3,505 | $671K |
| Larson Financial Group LLC | 0.02% | Reduce -2.0% | 3,485 | $668K |
| Destination Wealth Management | 0.02% | Reduce -20.7% | 3,484 | $667K |
| LCNB Corp. | 0.22% | Reduce -3.1% | 3,481 | $667K |
| Founders Financial Alliance, LLC | 0.13% | Reduce -28.1% | 3,470 | $665K |
| Rubicon Advisors, GP | 0.62% | — | 3,447 | $660K |
| First Trust Advisors LP | 0.00% | New | 3,431 | $657K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -27.2% | 3,424 | $656K |
| PCG Asset Management, LLC | 0.52% | Add +7.4% | 3,406 | $656K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 3,418 | $655K |
| Summit Financial Wealth Advisors, LLC | 0.09% | No change | 3,412 | $654K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -0.3% | 3,412 | $654K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +34.3% | 3,411 | $653K |
| LongView Wealth Management | 0.16% | Add +0.3% | 3,297 | $652K |
| Crewe Advisors LLC | 0.06% | Add +124.7% | 3,400 | $651K |
| Arrien Investments, Inc. | 0.37% | Reduce -4.9% | 3,397 | $651K |
| Panoramic Investment Advisors, LLC | 0.35% | Reduce -8.4% | 3,396 | $651K |
| Capital Advisors Wealth Management, LLC | 0.09% | Add +15.5% | 3,387 | $649K |
| Baxter Bros Inc. | 0.08% | Add +57.2% | 3,387 | $649K |
| Andina Capital Management, LLC | 0.39% | Add +0.6% | 3,376 | $647K |
| Magnolia Private Wealth, LLC | 0.45% | Reduce -23.3% | 3,368 | $645K |
| Parkway Wealth Management Group, LLC | 0.09% | — | 3,363 | $644K |
| Saxon Interests, Inc. | 0.23% | Add +2.2% | 3,355 | $643K |
| Mission Creek Capital Partners, Inc. | 0.13% | Add +7.6% | 3,354 | $642K |
| Hengehold Capital Management LLC | 0.05% | Add +15.0% | 3,352 | $642K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,226 | $642K |
| Capstone Wealth Management Group LLC | 0.39% | Add +34.7% | 3,332 | $638K |
| Compass Capital Management, Inc. | 0.04% | New | 3,323 | $637K |
| Strategic Investment Advisors / MI | 0.05% | Add +1072.1% | 3,317 | $635K |
| Braun Stacey Associates Inc. | 0.02% | Add +0.0% | 3,311 | $634K |
| Schnieders Capital Management, Llc. | 0.10% | No change | 3,308 | $634K |
| TruWealth Advisors, LLC | 0.03% | Reduce -1.5% | 3,303 | $633K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -23.5% | 3,292 | $631K |
| Bienville Capital Management, LLC | 0.10% | Add +8.1% | 3,287 | $630K |
| Parkside Financial Bank & Trust | 0.05% | No change | 3,273 | $627K |
| MorganRosel Wealth Management, LLC | 0.16% | Reduce -14.8% | 3,272 | $627K |
| waypoint wealth counsel | 0.23% | Reduce -4.8% | 3,263 | $625K |
| Mirador Capital Partners LP | 0.09% | Reduce -21.9% | 3,254 | $623K |
| IFG Advisors, LLC | 0.10% | Reduce -23.9% | 3,250 | $622K |
| Penobscot Wealth Management | 0.19% | Add +0.3% | 3,249 | $622K |
| Nicholson Wealth Management Group, LLC | 0.37% | No change | 3,249 | $622K |
| Royal Capital Wealth Management, LLC | 0.36% | Add +157.9% | 3,219 | $617K |
| Orcam Financial Group | 0.46% | No change | 3,214 | $616K |
| Granite Group Advisors, LLC | 0.35% | Add +41.5% | 3,212 | $615K |
| HUB Investment Partners, LLC | 0.02% | Reduce -43.7% | 3,200 | $613K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +88.3% | 3,195 | $612K |
| Betterment LLC | 0.00% | Add +36.4% | 3,194 | $612K |
| Advance Capital Management, Inc. | 0.03% | Reduce -5.2% | 3,194 | $612K |
| Westwood Wealth Management | 0.46% | New | 3,178 | $609K |
| Lionshead Wealth Management, LLC | 0.46% | No change | 3,178 | $609K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Add +44.5% | 3,176 | $608K |
| Richmond Investment Services, LLC | 0.11% | Reduce -21.8% | 3,174 | $608K |
| Marex Group Ltd | 0.01% | Add +145.1% | 3,169 | $607K |
| Refined Wealth Management | 0.41% | New | 3,162 | $606K |
| Wealth Architects, LLC | 0.05% | Reduce -7.6% | 3,162 | $606K |
| Encompass More Asset Management | 0.11% | Add +56.6% | 3,162 | $606K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -6.4% | 3,162 | $606K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,157 | $605K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -3.7% | 3,153 | $604K |
| Chesley Taft & Associates LLC | 0.02% | New | 3,147 | $603K |
| Fusion Capital, LLC | 0.17% | Add +15.0% | 3,136 | $601K |
| Wealth Dimensions Group, Ltd. | 0.12% | Reduce -0.2% | 3,132 | $600K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.42% | Add +0.8% | 3,107 | $595K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | Add +0.1% | 3,103 | $594K |
| Mathes Company, Inc. | 0.21% | No change | 3,100 | $594K |
| Facet Wealth, Inc. | 0.01% | Add +114.8% | 2,994 | $594K |
| Lee Financial Co | 0.08% | Reduce -0.8% | 3,086 | $591K |
| Sterling Financial Planning, Inc. | 0.18% | Reduce -0.4% | 3,086 | $591K |
| True Vision MN LLC | 0.30% | Reduce -0.0% | 3,079 | $590K |
| Jessup Wealth Management, Inc | 0.19% | Add +1.8% | 3,068 | $588K |
| MinichMacGregor Wealth Management, LLC | 0.11% | Add +1.0% | 3,065 | $587K |
| Waycross Investment Management Co | 0.51% | Add +12.3% | 3,047 | $584K |
| 1ST Source Bank | 0.03% | No change | 3,037 | $582K |
| Investment Partners, LTD. | 0.20% | Add +0.0% | 3,031 | $581K |
| Sage Capital Advisors,llc | 0.14% | Reduce -0.5% | 3,026 | $580K |
| MKT Advisors LLC | 0.20% | No change | 2,959 | $576K |
| Webster Bank, N. A. | 0.05% | Add +34.8% | 3,001 | $575K |
| Birmingham Capital Management Co. Inc. | 0.25% | No change | 3,000 | $575K |
| Boothbay Fund Management, LLC | 0.02% | New | 3,000 | $575K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 2,989 | $573K |
| North Capital, Inc. | 0.49% | Add +34.4% | 2,979 | $571K |
| Weaver Capital Management LLC | 0.12% | Reduce -3.9% | 2,976 | $570K |
| Independence Financial Advisors, LLC | 0.16% | Add +0.4% | 2,972 | $569K |
| Montz Harcus Wealth Management LLC | 0.23% | Add +0.4% | 2,966 | $568K |
| Capital Advisors Inc. | 0.01% | Add +0.0% | 2,964 | $568K |
| CDM Financial Counseling Services, Inc. | 0.53% | — | 2,958 | $567K |
| Principle Wealth Partners LLC | 0.03% | Reduce -19.4% | 2,942 | $564K |
| Taylor Securities Services, Inc. | 0.26% | — | 2,932 | $562K |
| McCollum Christoferson Group LLC | 0.16% | Add +37.7% | 2,920 | $559K |
| Hixon Zuercher, LLC | 0.17% | Reduce -2.6% | 2,904 | $556K |
| KFA Private Wealth Group, LLC | 0.13% | Add +13.4% | 2,886 | $553K |
| RFG Advisory, LLC | 0.01% | Add +0.6% | 2,880 | $552K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +3.6% | 2,875 | $551K |
| Mission Wealth Management, LP | 0.01% | Add +2.0% | 2,871 | $550K |
| Invst, LLC | 0.06% | New | 2,869 | $550K |
| Prosperity Consulting Group, LLC | 0.02% | Add +22.0% | 2,849 | $546K |
| Verus Capital Partners, LLC | 0.04% | Add +115.0% | 2,829 | $542K |
| Capital Investment Counsel, Inc | 0.06% | No change | 2,816 | $539K |
| North Dallas Bank & Trust Co. | 0.35% | — | 2,804 | $537K |
| Financial Counselors Inc. | 0.74% | No change | 2,800 | $536K |
| Claris Financial LLC | 0.28% | Add +5.0% | 2,795 | $535K |
| Sound Income Strategies, LLC | 0.03% | Add +307.9% | 2,676 | $533K |
| Millstone Evans Group, LLC | 0.31% | Add +0.0% | 2,747 | $526K |
| Legacy Advisors, LLC | 0.06% | Add +49.7% | 2,743 | $525K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +9.9% | 2,726 | $522K |
| Edge Wealth Management LLC | 0.09% | Reduce -15.8% | 2,723 | $522K |
| Santori & Peters, Inc. | 0.18% | Add +0.2% | 2,681 | $514K |
| Fairfield, Bush & Co. | 0.27% | Reduce -1.6% | 2,680 | $513K |
| Lakeridge Wealth Management LLC | 0.23% | Add +0.4% | 2,680 | $513K |
| Allen Capital Group, LLC | 0.05% | New | 2,667 | $511K |
| Plan A Wealth LLC | 0.25% | Add +92.4% | 2,651 | $508K |
| Freestone Capital Holdings, LLC | 0.01% | Add +8.7% | 2,644 | $506K |
| Old Port Advisors | 0.12% | Reduce -4.5% | 2,643 | $506K |
| Nautilus Advisors LLC | 0.33% | Reduce -4.7% | 2,642 | $506K |
| Crestwood Advisors Group, LLC | 0.01% | Add +15.1% | 2,641 | $506K |
| Seaview Investment Managers LLC | 0.19% | Reduce -0.7% | 2,636 | $505K |
| Clarkston Capital Partners, LLC | 0.01% | New | 2,634 | $505K |
| Golden State Wealth Management, LLC | 0.05% | Add +0.1% | 2,615 | $501K |
| Brooklyn Investment Group | 0.02% | New | 2,583 | $500K |
| NBT Bank, N.A. | 0.03% | No change | 2,609 | $500K |
| Advanced Asset Management Advisors Inc | 0.14% | No change | 2,606 | $499K |
| Spinnaker Investment Group, LLC | 0.09% | Add +131.9% | 2,604 | $499K |
| Forza Wealth Management, LLC | 0.18% | No change | 2,594 | $497K |
| Traynor Capital Management, Inc. | 0.03% | Add +16.5% | 2,594 | $497K |
| Wealthcare Capital Partners, LLC | 0.23% | Reduce -1.4% | 2,589 | $496K |
| Fragasso Financial Advisors Inc | 0.03% | Add +1.7% | 2,583 | $495K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +16.2% | 2,583 | $495K |
| Tran Capital Management, L.P. | 0.06% | No change | 2,560 | $490K |
| Zacks Investment Management | 0.00% | Add +6.7% | 2,557 | $490K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -7.6% | 2,541 | $487K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +47.3% | 2,538 | $486K |
| Asset Advisory Group, Inc. | 0.24% | — | 2,530 | $485K |
| TD Capital Management LLC | 0.04% | Add +23.2% | 2,517 | $482K |
| Searle & Co. | 0.12% | No change | 2,509 | $481K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -65.2% | 2,501 | $479K |
| Blue Zone Wealth Advisors, LLC | 0.09% | Add +25.0% | 2,500 | $479K |
| Accel Wealth Management | 0.13% | Add +0.3% | 2,497 | $478K |
| First Commonwealth Financial Corp | 0.08% | Add +7.3% | 2,494 | $478K |
| Forty-three Eighteen Advisors, LLC | 0.37% | — | 2,490 | $477K |
| Ewa, LLC | 0.12% | New | 2,486 | $476K |
| Mystic Asset Management, Inc. | 0.11% | Add +2.5% | 2,477 | $474K |
| West Bancorporation Inc. | 0.25% | Reduce -19.7% | 2,475 | $474K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.1% | 2,475 | $474K |
| BSW Wealth Partners | 0.06% | No change | 2,470 | $473K |
| Infinity Wealth Counsel, LLC | 0.43% | No change | 2,470 | $473K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -18.3% | 2,468 | $473K |
| Orgel Wealth Management, LLC | 0.01% | New | 2,465 | $472K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 2,465 | $472K |
| Founders Capital Management | 0.24% | Add +0.1% | 2,461 | $471K |
| Emergent Wealth Advisors, LLC | 0.26% | Add +1.2% | 2,459 | $471K |
| Apollon Financial, LLC | 0.07% | Reduce -2.0% | 2,450 | $469K |
| Arax Advisory Partners | 0.01% | New | 2,447 | $469K |
| Wealth Alliance Advisory Group, LLC | 0.08% | Reduce -13.8% | 2,445 | $468K |
| Anchor Investment Management, LLC | 0.04% | Reduce -9.8% | 2,444 | $468K |
| Smith Thornton Advisors LLC | 0.24% | No change | 2,441 | $468K |
| Burk Holdings LLC | 0.22% | No change | 2,440 | $467K |
| Boyum Wealth Architects LLC | 0.22% | New | 2,342 | $466K |
| Glass Jacobson Investment Advisors llc | 0.17% | Add +0.7% | 2,429 | $465K |
| Empower Advisory Group, LLC | 0.00% | Reduce -11.1% | 2,427 | $465K |
| America First Investment Advisors, LLC | 0.08% | Add +21.8% | 2,427 | $465K |
| Merrion Investment Management Co, LLC | 0.25% | No change | 2,425 | $465K |
| Colonial River Investments, LLC | 0.17% | Reduce -11.5% | 2,423 | $464K |
| Cordatus Wealth Management LLC | 0.11% | Add +115.0% | 2,419 | $463K |
| Pure Portfolios Holdings LLC | 0.14% | No change | 2,412 | $462K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -6.2% | 2,406 | $461K |
| D L Carlson Investment Group Inc. | 0.08% | No change | 2,405 | $461K |
| Berger Financial Group, Inc | 0.03% | Reduce -10.3% | 2,401 | $460K |
| Wedmont Private Capital | 0.02% | Reduce -22.6% | 2,352 | $458K |
| Zhang Financial LLC | 0.02% | Add +2.1% | 2,379 | $456K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -17.0% | 2,378 | $455K |
| Empirical Asset Management, LLC | 0.13% | Add +0.6% | 11,615 | $451K |
| Mustard Seed Financial, LLC | 0.28% | No change | 2,348 | $450K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 2,346 | $449K |
| Bank of Nova Scotia | 0.00% | Reduce -99.2% | 2,340 | $449K |
| Asio Capital, LLC | 0.06% | Reduce -4.6% | 2,339 | $448K |
| Longview Financial Advisors, Inc. | 0.30% | No change | 2,307 | $442K |
| Mitchell Sinkler & Starr | 0.20% | No change | 2,306 | $442K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +63.5% | 2,305 | $442K |
| RMR Wealth Builders | 0.04% | Add +2.7% | 2,293 | $439K |
| Wealth Management Associates, Inc. | 0.15% | Add +2.2% | 2,283 | $437K |
| Crusonia Wealth Advisors LLC | 0.10% | — | 2,281 | $437K |
| Algorithmic Investment Models, LLC | 0.54% | Reduce -86.5% | 2,270 | $435K |
| ABLE Financial Group, LLC | 0.09% | Add +25.1% | 2,270 | $435K |
| Hills Bank & Trust Co | 0.03% | Add +6.8% | 2,263 | $434K |
| WPG Advisers, LLC | 0.32% | Add +3.4% | 2,260 | $433K |
| Fortitude Family Office, LLC | 0.10% | Add +462.0% | 2,248 | $431K |
| Alley Investment Management Company, LLC | 0.05% | New | 2,240 | $429K |
| Maseco LLP | 0.02% | Add +63.7% | 2,228 | $427K |
| Mayport, LLC | 0.09% | Reduce -1.9% | 2,217 | $425K |
| Bolthouse Investments, LLC | 0.38% | Reduce -40.5% | 2,215 | $424K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -32.4% | 2,210 | $423K |
| Storgate, LLC | 0.35% | — | 2,202 | $422K |
| Tempo Wealth, LLC | 0.07% | — | 2,193 | $420K |
| Rockport Wealth LLC | 0.08% | Reduce -35.7% | 2,191 | $420K |
| Ballentine Partners, LLC | 0.01% | Reduce -6.8% | 2,175 | $417K |
| Collier Financial | 0.31% | Reduce -2.3% | 2,167 | $415K |
| Integris Wealth Management, LLC | 0.09% | Add +9.6% | 2,165 | $415K |
| Wilkerson Advisory Group LLC | 0.15% | — | 2,163 | $414K |
| Bogart Wealth, LLC | 0.02% | Add +5.2% | 2,153 | $412K |
| Cedrus Wealth Group LLC | 0.38% | — | 2,146 | $411K |
| Alan B Lancz & Associates, Inc. | 0.36% | No change | 2,140 | $410K |
| Schulz Wealth, LTD. | 0.26% | No change | 2,140 | $410K |
| Stone House Investment Management, LLC | 0.06% | Add +0.3% | 2,134 | $409K |
| OneAscent Family Office, LLC | 0.28% | No change | 2,127 | $407K |
| Elm3 Financial Group, LLC | 0.34% | Add +19.6% | 2,121 | $406K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.7% | 2,119 | $406K |
| Xxi Wealth, LLC | 0.25% | — | 2,111 | $404K |
| Norris Financial Group, LLC | 0.14% | Reduce -2.5% | 2,107 | $404K |
| Capital Asset Advisory Services LLC | 0.02% | Add +0.1% | 2,044 | $403K |
| Tritonpoint Wealth, LLC | 0.04% | New | 2,102 | $403K |
| RIA Advisory Group LLC | 0.10% | Reduce -25.0% | 2,097 | $402K |
| Silver Oak Wealth Advisors Services, LLC | 0.26% | No change | 2,094 | $401K |
| Symphony Financial Services, Inc. | 0.21% | Add +58.2% | 2,094 | $401K |
| Bank of New Hampshire | 0.09% | Reduce -0.7% | 2,085 | $399K |
| Bar Harbor Wealth Management | 0.02% | Reduce -0.8% | 2,083 | $399K |
| Alteri Wealth LLC | 0.13% | Reduce -11.6% | 2,066 | $396K |
| Addison Capital Co | 0.10% | New | 2,062 | $395K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Reduce -34.2% | 2,059 | $394K |
| Balboa Wealth Partners | 0.07% | Add +70.9% | 2,053 | $393K |
| Coquina Private Wealth LLC | 0.32% | — | 2,052 | $393K |
| Nikulski Financial, Inc. | 0.09% | Reduce -36.8% | 2,042 | $391K |
| Verity & Verity, LLC | 0.03% | New | 2,020 | $387K |
| Cypress Capital, LLC | 0.11% | Add +5.6% | 2,013 | $386K |
| MRP Capital Investments, LLC | 0.32% | Add +53.9% | 2,000 | $383K |
| Florida Financial Advisors, LLC | 0.10% | Reduce -14.8% | 1,991 | $382K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -0.8% | 1,991 | $381K |
| Embree Financial Group | 0.05% | Reduce -0.5% | 1,990 | $381K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Reduce -0.1% | 1,913 | $381K |
| Castleview Partners, LLC | 0.19% | Add +0.1% | 1,988 | $381K |
| Drucker Wealth 3.0, LLC | 0.07% | Add +16.7% | 1,985 | $380K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -77.3% | 1,984 | $380K |
| Coastwise Capital Group, LLC | 0.20% | Add +0.1% | 1,984 | $380K |
| Ironwood Investment Counsel, LLC | 0.05% | Add +0.3% | 1,981 | $380K |
| MRWM Advisors, LLC | 0.20% | Add +5.7% | 1,978 | $379K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +0.4% | 1,969 | $377K |
| R. W. Roge & Company, Inc. | 0.19% | No change | 1,964 | $376K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -9.1% | 1,959 | $375K |
| QRG Capital Management, Inc. | 0.00% | Reduce -11.2% | 1,955 | $375K |
| Brookwood Investment Group LLC | 0.05% | New | 1,954 | $374K |
| Boston Standard Wealth Management, LLC | 0.06% | Reduce -2.3% | 1,952 | $374K |
| Lodestone Wealth Management LLC | 0.15% | Add +0.2% | 1,952 | $374K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | New | 1,950 | $374K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +20.8% | 1,946 | $373K |
| Lynx Investment Advisory | 0.20% | New | 1,939 | $371K |
| Victory Financial Group, LLC | 0.05% | Add +55.3% | 1,938 | $371K |
| Cresta Advisors, Ltd. | 0.15% | Add +4.1% | 1,929 | $370K |
| First Hawaiian Bank | 0.05% | No change | 1,920 | $368K |
| Virginia Wealth Management Group, Inc. | 0.21% | Add +60.8% | 1,914 | $367K |
| Duncker Streett & Co. Inc. | 0.07% | Reduce -0.2% | 1,911 | $366K |
| Guardian Financial Partners, LLC | 0.15% | New | 1,900 | $364K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -18.2% | 1,894 | $363K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 1,891 | $362K |
| Capital Advantage, Inc. | 0.05% | No change | 1,889 | $362K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.4% | 1,831 | $362K |
| First County Bank | 0.19% | Reduce -3.4% | 1,881 | $360K |
| Harbour Capital Advisors, LLC | 0.07% | Reduce -8.8% | 1,867 | $360K |
| LFA - Lugano Financial Advisors SA | 0.19% | No change | 1,878 | $360K |
| JB Capital LLC | 0.01% | Reduce -0.3% | 1,876 | $359K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,875 | $359K |
| CFO4Life Group, LLC | 0.05% | Add +0.4% | 1,871 | $358K |
| First American Trust, FSB | 0.02% | Reduce -0.5% | 1,869 | $358K |
| Palladiem, LLC | 0.34% | — | 1,852 | $358K |
| Cogent Strategic Wealth LLC | 0.39% | — | 1,797 | $357K |
| Chapin Davis, Inc. | 0.08% | Add +9.1% | 1,860 | $356K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | Add +3.4% | 1,851 | $355K |
| Swmg, LLC | 0.10% | New | 1,741 | $352K |
| Burney Co./ | 0.01% | Add +10.3% | 1,834 | $351K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +11.8% | 1,832 | $351K |
| MSH Capital Advisors LLC | 0.07% | Add +0.8% | 1,830 | $351K |
| Fulton Bank, N.A. | 0.01% | Reduce -6.2% | 1,830 | $351K |
| Red Door Wealth Management, LLC | 0.04% | Add +21.9% | 1,829 | $350K |
| IronBridge Private Wealth, LLC | 0.11% | No change | 1,844 | $350K |
| Lake Hills Wealth Management, LLC | 0.18% | No change | 1,815 | $348K |
| Manhattan West Asset Management, LLC | 0.07% | No change | 1,815 | $348K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.2% | 1,814 | $348K |
| Legend Capital Advisors LLC | 0.19% | — | 1,810 | $347K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -0.7% | 1,808 | $346K |
| Westbourne Investment Advisors, Inc. | 0.10% | Add +0.4% | 1,804 | $346K |
| Town Capital LLC | 0.28% | — | 1,803 | $345K |
| Ingalls & Snyder LLC | 0.01% | Reduce -52.5% | 1,801 | $345K |
| Ameliora Wealth Management Ltd. | 0.10% | No change | 1,796 | $344K |
| Gibbs Wealth Management | 0.08% | No change | 1,740 | $344K |
| TFO Wealth Partners, LLC | 0.05% | No change | 1,794 | $344K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,792 | $343K |
| Congress Park Capital LLC | 0.10% | New | 1,780 | $341K |
| Hunter Associates Investment Management LLC | 0.05% | New | 1,772 | $340K |
| V2 Financial group LLC | 0.17% | No change | 1,767 | $338K |
| Essential Planning, LLC. | 0.11% | Reduce -11.8% | 1,765 | $338K |
| Juno Financial Group LLC | 0.14% | — | 1,760 | $337K |
| High Falls Advisors, Inc | 0.07% | Reduce -2.4% | 1,757 | $337K |
| Medallion Wealth Advisors, LLC | 0.11% | Add +25.0% | 1,757 | $337K |
| Kirr Marbach & Co. LLC | 0.06% | No change | 1,750 | $335K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -0.6% | 1,749 | $335K |
| SC&H Financial Advisors, Inc. | 0.05% | New | 1,749 | $335K |
| Welch & Forbes LLC | 0.00% | Add +12.7% | 1,749 | $335K |
| Montecito Bank & Trust | 0.05% | New | 1,744 | $334K |
| Apella Capital, LLC | 0.01% | New | 1,744 | $334K |
| Hirtle & Co., LLC | 0.01% | Reduce -6.7% | 1,738 | $333K |
| Austin Wealth Management, LLC | 0.05% | Add +7.5% | 1,694 | $333K |
| Tred Avon Family Wealth, LLC | 0.11% | No change | 1,730 | $331K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 1,721 | $330K |
| Darden Wealth Group Inc | 0.16% | No change | 1,710 | $328K |
| Next Capital Management LLC | 0.10% | Add +5.6% | 1,705 | $327K |
| Strata Wealth Advisors, LLC | 0.09% | No change | 1,700 | $326K |
| Capital Wealth Alliance, LLC | 0.14% | Add +15.0% | 1,608 | $325K |
| Occidental Asset Management, LLC | 0.04% | New | 1,696 | $325K |
| First Growth Capital LLC | 0.29% | — | 1,596 | $325K |
| Rialto Wealth Management, LLC | 0.08% | No change | 1,695 | $325K |
| Pennington Partners & Co., LLC | 0.13% | Reduce -36.9% | 1,690 | $324K |
| Purus Wealth Management, LLC | 0.10% | No change | 1,690 | $324K |
| St Germain D J Co. Inc. | 0.01% | Reduce -88.6% | 1,688 | $323K |
| Peoples Financial Services Corp. | 0.15% | Reduce -1.0% | 1,688 | $323K |
| Pacific Sun Financial Corp | 0.16% | No change | 1,685 | $323K |
| Global Trust Asset Management, LLC | 0.13% | Reduce -14.3% | 1,685 | $323K |
| Ascentis Wealth Management, LLC | 0.08% | No change | 1,683 | $322K |
| SFG Wealth Management, LLC. | 0.13% | Add +24.3% | 1,681 | $322K |
| Ameriflex Group, Inc. | 0.17% | New | 1,681 | $322K |
| Advisors Capital Management, LLC | 0.00% | New | 1,680 | $322K |
| Briaud Financial Planning Inc | 0.08% | No change | 1,676 | $321K |
| Motiv8 Investments LLC | 0.18% | Reduce -0.7% | 1,676 | $321K |
| Traphagen Investment Advisors LLC | 0.03% | Add +12.9% | 1,675 | $321K |
| Main Street Group, LTD | 0.11% | Reduce -9.2% | 1,671 | $320K |
| DUTCH ASSET Corp | 0.25% | — | 1,669 | $320K |
| Penbrook Management LLC | 0.22% | No change | 1,670 | $320K |
| ARK & TLK Investments, LLC | 0.09% | Reduce -19.9% | 1,664 | $319K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 1,660 | $318K |
| Clarity Financial LLC | 0.03% | Add +40.1% | 1,655 | $317K |
| William John Sempolinski | 0.16% | — | 1,654 | $317K |
| Old Peak Finance LLC | 0.20% | — | 1,653 | $317K |
| 2UniFi Bank | 0.15% | No change | 1,653 | $317K |
| Elevatus Welath Management | 0.09% | Add +0.4% | 1,653 | $317K |
| Waterway Wealth Management, LLC | 0.07% | New | 1,650 | $316K |
| Ruggiero Investments, Inc. | 0.28% | — | 1,638 | $314K |
| W1M Asset Management Ltd | 0.00% | New | 1,635 | $313K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +17.7% | 1,632 | $313K |
| Financial Architects, LLC | 0.17% | No change | 1,625 | $311K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.2% | 1,621 | $311K |
| Winning Points Advisors, LLC | 0.33% | — | 1,615 | $310K |
| GeoWealth Management, LLC | 0.01% | Reduce -71.0% | 1,617 | $310K |
| Wise Wealth Partners | 0.44% | New | 1,611 | $309K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -5.9% | 1,604 | $307K |
| Goldenstone Wealth Management LLC | 0.23% | — | 1,592 | $305K |
| SkyOak Wealth, LLC | 0.05% | No change | 1,591 | $305K |
| GatePass Capital, LLC | 0.16% | Reduce -22.4% | 1,591 | $305K |
| Vista Investment Partners Ii, LLC | 0.13% | New | 1,587 | $304K |
| Roberts Wealth Advisors, LLC | 0.08% | Reduce -39.1% | 1,587 | $304K |
| Axim Planning & Wealth | 0.32% | Reduce -23.5% | 1,586 | $304K |
| Nvest Financial, LLC | 0.13% | Add +22.5% | 1,579 | $303K |
| Frederick Financial Consultants, LLC | 0.17% | Add +9.7% | 1,577 | $302K |
| XML Financial, LLC | 0.02% | Reduce -26.9% | 1,577 | $302K |
| Flynn Zito Capital Management, LLC | 0.11% | Add +8.4% | 1,576 | $302K |
| Clear Retirement Advice LLC | 0.23% | — | 1,519 | $302K |
| WealthPlan Investment Management, LLC | 0.02% | New | 1,574 | $302K |
| Ogorek Anthony Joseph /NY/ | 0.08% | Add +0.1% | 1,575 | $301K |
| Carlson Financial, Inc. | 0.17% | — | 1,559 | $299K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +20.2% | 1,551 | $297K |
| Millennium Capital Advisors, LLC | 0.17% | Add +0.1% | 1,548 | $297K |
| Unified Investment Management | 0.30% | No change | 1,546 | $296K |
| 4J Wealth Management LLC | 0.17% | No change | 1,545 | $296K |
| Appleton Partners Inc. | 0.02% | No change | 1,540 | $295K |
| Commonwealth Retirement Investments LLC | 0.10% | No change | 1,539 | $295K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.12% | New | 1,536 | $294K |
| GAMCO Investors | 0.00% | Reduce -13.8% | 1,535 | $294K |
| Ducere Wealth Management LLC | 0.11% | — | 1,533 | $294K |
| Game Plan Financial Advisors, LLC | 0.13% | New | 1,528 | $293K |
| Monument Group Wealth Advisors, LLC | 0.16% | No change | 1,517 | $291K |
| Miller Capital Partners, Inc. | 0.15% | — | 1,517 | $291K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 1,514 | $290K |
| Alhambra Investment Management LLC | 0.13% | Add +2.6% | 1,510 | $289K |
| Strategic Blueprint, LLC | 0.02% | Reduce -3.3% | 1,508 | $289K |
| Mad River Investors | 0.13% | No change | 1,508 | $289K |
| Warwick Investment Management, Inc. | 0.04% | No change | 1,507 | $289K |
| IVC Wealth Advisors LLC | 0.13% | No change | 1,505 | $288K |
| Hedges Asset Management LLC | 0.20% | No change | 1,500 | $287K |
| Quotient Wealth Partners, LLC | 0.01% | Add +11.4% | 1,498 | $287K |
| Thompson Davis & Co., Inc. | 0.17% | No change | 1,491 | $286K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 1,488 | $285K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,474 | $282K |
| Carson Advisory Inc. | 0.15% | New | 1,472 | $282K |
| Pps&v Asset Management Consultants, Inc. | 0.16% | Reduce -2.9% | 1,468 | $281K |
| Spirepoint Private Client, LLC | 0.03% | New | 1,462 | $280K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.8% | 1,455 | $279K |
| CPA Asset Management Group, LLC | 0.10% | Add +6.0% | 1,452 | $278K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 1,446 | $277K |
| Total Wealth Planning & Management, Inc. | 0.22% | — | 1,446 | $277K |
| Cadia Private Client LLC | 0.22% | — | 1,445 | $277K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 1,445 | $277K |
| S.A. Mason LLC | 0.11% | Add +1.4% | 1,439 | $276K |
| Donaldson Capital Management, LLC | 0.01% | No change | 1,439 | $276K |
| Bernard Wealth Management Corp. | 0.11% | No change | 1,430 | $274K |
| Harbor Group, Inc. | 0.04% | Add +26.1% | 1,425 | $273K |
| Paragon Capital Management Ltd | 0.06% | No change | 1,421 | $272K |
| Leo Wealth, LLC | 0.02% | Add +32.0% | 1,418 | $272K |
| GreatBanc Trust CO | 0.19% | Reduce -79.0% | 1,415 | $271K |
| Bank Hapoalim BM | 0.02% | Reduce -7.9% | 1,413 | $271K |
| Strong Retirement Solutions LLC | 0.18% | — | 1,413 | $271K |
| United Advisor Group, LLC | 0.03% | Reduce -6.0% | 1,395 | $267K |
| Capital Squared Financial LLC | 0.21% | Add +9.6% | 1,388 | $266K |
| Kastel Capital Advisors, LLC | 0.16% | — | 1,386 | $265K |
| Smartleaf Asset Management LLC | 0.01% | Add +156.4% | 1,372 | $265K |
| Rathbones Group PLC | 0.00% | Add +17.9% | 1,382 | $265K |
| Ankerstar Wealth, LLC | 0.26% | — | 1,380 | $264K |
| Clear Point Advisors Inc. | 0.21% | Reduce -29.6% | 1,380 | $264K |
| Jim Saulnier & Associates, LLC | 0.14% | Add +0.8% | 1,370 | $262K |
| Southland Equity Partners LLC | 0.05% | Reduce -1.2% | 1,369 | $262K |
| Wisconsin Wealth Advisors, LLC | 0.26% | No change | 1,359 | $260K |
| Cooper Financial Group | 0.03% | Add +0.3% | 1,356 | $260K |
| Noesis Capital Mangement Corp. | 0.04% | New | 1,346 | $258K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +0.2% | 1,345 | $258K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Reduce -4.4% | 1,337 | $256K |
| Peck Wealth Management, LLC | 0.24% | Reduce -25.2% | 1,333 | $255K |
| BXM Wealth LLC | 0.20% | New | 1,330 | $255K |
| Tobias Financial Advisors, Inc. | 0.04% | New | 1,330 | $255K |
| BIP Wealth, LLC | 0.01% | No change | 1,326 | $254K |
| Archvest Wealth Advisors, Inc. | 0.16% | Reduce -0.1% | 1,320 | $253K |
| Fogel Capital Management, Inc. | 0.12% | No change | 1,319 | $253K |
| Baron Wealth Management LLC | 0.08% | New | 1,318 | $252K |
| National Wealth Management Group, LLC | 0.09% | Reduce -65.4% | 1,317 | $252K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +0.3% | 1,316 | $252K |
| Cascade Investment Advisors, Inc. | 0.15% | No change | 1,314 | $252K |
| TFC Financial Management, Inc. | 0.03% | New | 1,314 | $252K |
| Bricktown Capital, LLC | 0.04% | No change | 1,308 | $251K |
| Pacific Point Advisors, LLC | 0.13% | Add +4.2% | 1,305 | $250K |
| Spectrum Financial Alliance Ltd LLC | 0.05% | No change | 1,297 | $248K |
| Three Arch Wealth Management LLC | 0.05% | — | 1,290 | $247K |
| Innova Wealth Partners | 0.12% | Add +8.1% | 1,289 | $247K |
| Ascent Group, LLC | 0.01% | Reduce -0.2% | 1,283 | $246K |
| Ransom Advisory, Ltd | 0.10% | New | 1,282 | $246K |
| Arq Wealth Advisors, LLC | 0.07% | Reduce -4.0% | 1,280 | $245K |
| Heritage Family Offices, LLP | 0.11% | Reduce -50.6% | 1,280 | $245K |
| Adelphi Trust Co | 0.20% | — | 1,276 | $244K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -87.9% | 1,275 | $244K |
| Compass Financial Services Inc | 0.10% | Add +0.2% | 1,263 | $242K |
| Milestone Asset Management, LLC | 0.05% | Add +4.9% | 1,262 | $242K |
| Unify Financial Advisors | 0.25% | — | 1,260 | $241K |
| Rather & Kittrell, Inc. | 0.04% | No change | 1,257 | $241K |
| Westview Management dba Westview Investment Advisors | 0.11% | — | 1,254 | $240K |
| Capital Investment Counsel, LLC | 0.03% | New | 1,254 | $240K |
| Libra Wealth LLC | 0.07% | No change | 1,251 | $240K |
| Cornerstone Capital, Inc. | 0.02% | No change | 1,250 | $239K |
| Floyd Financial Group LLC | 0.16% | Reduce -96.4% | 1,172 | $239K |
| DMC Group, LLC | 0.16% | Add +16.8% | 1,240 | $238K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 1,240 | $238K |
| BLB&B Advisors, LLC | 0.01% | Add +2.5% | 1,240 | $237K |
| SVB Wealth LLC | 0.01% | New | 1,239 | $237K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -0.2% | 1,239 | $237K |
| Mattern Wealth Management LLC | 0.05% | No change | 1,236 | $237K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +1.7% | 1,233 | $236K |
| Shaker Investments LLC | 0.10% | New | 1,231 | $236K |
| Sargent Investment Group, LLC | 0.03% | New | 1,230 | $236K |
| JSF Financial, LLC | 0.05% | Add +0.2% | 1,229 | $235K |
| Greystone Financial Group, LLC | 0.04% | New | 1,229 | $235K |
| Novare Capital Management LLC | 0.02% | Reduce -69.3% | 1,228 | $235K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -10.0% | 1,226 | $235K |
| Willis Johnson & Associates, Inc. | 0.01% | Reduce -5.6% | 1,222 | $234K |
| Global View Capital Management LLC | 0.04% | Reduce -15.4% | 1,218 | $233K |
| Kintra Wealth, LLC | 0.03% | New | 1,217 | $233K |
| Northland Securities, Inc. | 0.22% | — | 1,213 | $232K |
| CAP Partners, LLC | 0.13% | No change | 1,212 | $232K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -2.1% | 1,190 | $232K |
| TCTC Holdings, LLC | 0.01% | No change | 1,210 | $232K |
| BankPlus Trust Department | 0.06% | No change | 1,201 | $230K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,200 | $230K |
| SYM FINANCIAL Corp | 0.02% | Add +4.2% | 1,200 | $230K |
| Brendel Financial Advisors LLC | 0.11% | Reduce -0.6% | 1,197 | $229K |
| Forefront Wealth Management Inc. | 0.16% | Add +0.1% | 1,196 | $229K |
| MPWM Advisory Solutions, LLC | 0.13% | Add +79.7% | 1,195 | $229K |
| McDonald Capital Investors Inc. | 0.01% | No change | 1,195 | $229K |
| TruNorth Capital Management, LLC | 0.04% | No change | 1,192 | $228K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -15.3% | 1,186 | $227K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.3% | 1,183 | $227K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -53.9% | 1,176 | $225K |
| Wellington Grp LLC | 0.07% | — | 1,175 | $225K |
| Accurate Wealth Management, LLC | 0.03% | New | 1,139 | $225K |
| Washington Trust Advisors, Inc. | 0.02% | Add +1.4% | 1,173 | $225K |
| Tradewinds, LLC. | 0.05% | Reduce -8.7% | 1,172 | $225K |
| Cedarwood Wealth LLC | 0.25% | — | 1,122 | $224K |
| Townsend & Associates, Inc | 0.02% | Reduce -3.5% | 1,117 | $223K |
| Alliance Private Wealth, LLC | 0.08% | — | 1,122 | $223K |
| Marathon Capital Management | 0.05% | Add +5.4% | 1,163 | $223K |
| Colonial Trust Co / SC | 0.03% | No change | 1,151 | $222K |
| RAM Investment Partners, LLC | 0.04% | Add +7.5% | 1,159 | $222K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +6.6% | 1,159 | $222K |
| Operose Advisors LLC | 0.05% | Add +3.4% | 1,152 | $221K |
| Guidance Point Advisors, LLC | 0.05% | No change | 1,150 | $220K |
| Karani Asset Management LLC | 0.19% | Reduce -17.8% | 1,149 | $220K |
| Sovereign Investment Advisors, LLC | 0.05% | No change | 1,143 | $219K |
| Campbell Deegan Wealth Management, LLC | 0.18% | Reduce -22.2% | 1,143 | $219K |
| Aspen Wealth Management LLC | 0.05% | New | 1,142 | $219K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,140 | $218K |
| Flagship Wealth Advisors, LLC | 0.06% | No change | 1,139 | $218K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,139 | $218K |
| Donor Advised Charitable Giving, Inc. | 0.00% | New | 1,136 | $218K |
| Aspire Capital Advisors LLC | 0.05% | New | 1,135 | $217K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -28.2% | 1,132 | $217K |
| Tectonic Advisors LLC | 0.01% | New | 1,131 | $217K |
| Lighthouse Financial LLC | 0.14% | No change | 1,130 | $216K |
| Leslie Global Wealth, LLC | 0.10% | New | 1,128 | $216K |
| Old Mission Investment Co LLC | 0.05% | Reduce -39.4% | 1,123 | $215K |
| Keel Point, LLC | 0.01% | No change | 1,121 | $215K |
| Chapman Financial Group, LLC | 0.15% | No change | 1,120 | $215K |
| Centurion Wealth Management LLC | 0.05% | Reduce -0.6% | 1,120 | $215K |
| Trace Wealth Advisors, LLC | 0.15% | No change | 1,120 | $215K |
| Channel Wealth LLC | 0.05% | Reduce -15.1% | 1,118 | $214K |
| Asset One Wealth Management LLC | 0.03% | — | 1,066 | $212K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Add +0.9% | 1,107 | $212K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,105 | $212K |
| Prosperitas Financial LLC | 0.08% | Reduce -5.2% | 1,102 | $211K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | New | 1,104 | $211K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -61.6% | 1,101 | $211K |
| one8zero8, LLC | 0.05% | New | 1,099 | $211K |
| BLVD Private Wealth, LLC | 0.18% | Reduce -2.5% | 1,092 | $209K |
| Kellett Wealth Advisors, LLC | 0.12% | No change | 1,090 | $209K |
| Sun Financial Inc | 0.12% | — | 1,089 | $209K |
| Ridgecrest Wealth Partners, LLC | 0.11% | No change | 1,088 | $208K |
| Signature Equity Partners, LLC | 0.12% | — | 1,087 | $208K |
| K.J. Harrison & Partners Inc | 0.03% | No change | 1,080 | $207K |
| SilverOak Wealth Management LLC | 0.03% | New | 1,076 | $206K |
| Sippican Capital Advisors | 0.13% | New | 1,076 | $206K |
| Pacific Park Financial, Inc. | 0.13% | — | 1,072 | $205K |
| HCR Wealth Advisors | 0.02% | Reduce -10.6% | 1,069 | $205K |
| Banque Transatlantique SA | 0.01% | No change | 1,061 | $205K |
| Formidable Asset Management, LLC | 0.03% | Reduce -13.5% | 1,078 | $205K |
| 49 Wealth Management, LLC | 0.02% | New | 1,068 | $204K |
| Virtue Asset Management LLC | 0.17% | No change | 1,063 | $204K |
| Plotkin Financial Advisors, LLC | 0.10% | Reduce -1.9% | 1,063 | $204K |
| Private Management Group Inc. | 0.01% | No change | 1,062 | $203K |
| Northwest Financial Advisors | 0.42% | Reduce -79.8% | 1,060 | $203K |
| Mayfair Advisory Group, LLC | 0.08% | Reduce -25.2% | 1,052 | $203K |
| Tannin Capital LLC | 0.18% | — | 1,050 | $201K |
| Laurel Oak Wealth Management, LLC | 0.03% | — | 1,050 | $201K |
| Sherman Wealth Management LLC | 0.17% | — | 1,049 | $201K |
| Novem Group | 0.02% | New | 1,047 | $201K |
| EPG Wealth Management LLC | 0.05% | Add +62.8% | 1,042 | $200K |
| Ulland Investment Advisors, LLC | 0.16% | Add +1.5% | 1,040 | $199K |
| Copia Wealth Management | 0.14% | Add +341.1% | 1,019 | $195K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +5.5% | 982 | $188K |
| Missouri Trust & Investment Co | 0.05% | Add +11.4% | 977 | $187K |
| Evelyn Partners Investment Management LLP | 0.01% | No change | 975 | $187K |
| Morgan Dempsey Capital Management LLC | 0.09% | No change | 970 | $186K |
| Coastline Trust Co | 0.02% | Reduce -61.7% | 943 | $181K |
| McIlrath & Eck, LLC | 0.02% | Add +757.3% | 943 | $181K |
| Blue Trust, Inc. | 0.00% | Add +3092.9% | 894 | $171K |
| Oakworth Capital, Inc. | 0.01% | No change | 886 | $170K |
| CVA Family Office, LLC | 0.02% | Reduce -2.8% | 872 | $167K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -50.2% | 852 | $163K |
| Group One Trading LLC | 0.00% | New | 814 | $156K |
| Family Manage LLC | 0.02% | New | 807 | $155K |
| Y.D. More Investments Ltd | 0.01% | No change | 805 | $154K |
| Strive Financial Group ,LLC | 0.08% | — | 804 | $154K |
| Laurel Wealth Advisors LLC | 0.02% | New | 803 | $154K |
| GS Investments, Inc. | 0.08% | No change | 800 | $153K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.1% | 797 | $153K |
| South Plains Financial, Inc. | 0.09% | Add +241.6% | 789 | $151K |
| Howe & Rusling Inc. | 0.01% | Add +170.5% | 779 | $149K |
| Wagner Wealth Management, LLC | 0.03% | Reduce -11.9% | 774 | $148K |
| McGuire Capital Advisors Inc. | 0.09% | — | 768 | $147K |
| Dunhill Financial, LLC | 0.05% | Reduce -58.8% | 757 | $145K |
| Gleason Group, Inc. | 0.01% | New | 753 | $144K |
| Trust Co | 0.01% | Reduce -11.6% | 742 | $142K |
| Dagco, Inc. | 0.03% | No change | 720 | $138K |
| LRI Investments, LLC | 0.01% | Add +44.4% | 686 | $131K |
| Triumph Capital Management | 0.03% | New | 683 | $131K |
| Godfrey Financial Associates, Inc. | 0.11% | — | 680 | $130K |
| Hilton Head Capital Partners, LLC | 0.07% | — | 660 | $126K |
| Red Tortoise LLC | 0.05% | Reduce -13.1% | 658 | $126K |
| Bayban | 0.11% | — | 651 | $125K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -5.4% | 648 | $124K |
| Creative Capital Management Investments LLC | 0.04% | No change | 640 | $123K |
| City State Bank | 0.03% | No change | 629 | $120K |
| Tanglewood Legacy Advisors, LLC | 0.04% | Reduce -17.9% | 597 | $114K |
| RHL Group, LLC | 0.09% | — | 596 | $114K |
| Avion Wealth | 0.02% | Add +588.2% | 585 | $112K |
| SHP Wealth Management | 0.01% | — | 583 | $112K |
| Key Financial Inc | 0.02% | Reduce -13.4% | 561 | $107K |
| Cutler Capital Management, LLC | 0.04% | No change | 560 | $107K |
| Fairscale Capital, LLC | 0.07% | Reduce -14.8% | 557 | $107K |
| MidFirst Bank | 0.01% | — | 549 | $105K |
| Wolff Wiese Magana LLC | 0.06% | No change | 541 | $104K |
| Gilpin Wealth Management, LLC | 0.08% | — | 520 | $100K |
| Quent Capital, LLC | 0.01% | New | 516 | $99K |
| Legacies Wealth LLC | 0.05% | No change | 500 | $96K |
| Avalon Trust Co | 0.01% | No change | 500 | $96K |
| Financial Consulate, Inc. | 0.01% | No change | 497 | $95K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -5.7% | 496 | $95K |
| Versant Capital Management, Inc | 0.01% | Reduce -5.6% | 490 | $94K |
| Purpose Unlimited Inc. | 0.00% | — | 482 | $92K |
| Financial Connections Group, Inc. | 0.03% | No change | 484 | $92K |
| IFC & Insurance Marketing, Inc. | 0.09% | — | 468 | $90K |
| Providence Capital Advisors, LLC | 0.01% | No change | 456 | $87K |
| Addison Advisors LLC | 0.02% | Reduce -10.8% | 455 | $87K |
| Princeton Global Asset Management LLC | 0.01% | Add +195.9% | 432 | $83K |
| Atlas Capital Advisors Inc. | 0.01% | — | 429 | $82K |
| Hamrick Investment Counsel, llc | 0.06% | — | 420 | $80K |
| NFSG Corp | 0.01% | Add +4.8% | 413 | $79K |
| Morling Financial Advisors, LLC | 0.02% | No change | 409 | $78K |
| Strategic Wealth Advisors LLC | 0.07% | — | 409 | $78K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 401 | $77K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -17.3% | 397 | $76K |
| Roxbury Financial LLC | 0.07% | Add +0.3% | 390 | $75K |
| Walsh & Associates, LLC | 0.07% | — | 372 | $71K |
| Piscataqua Savings Bank | 0.05% | Reduce -9.8% | 370 | $71K |
| Harbor Asset Planning, Inc. | 0.06% | New | 364 | $70K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 355 | $69K |
| Bravera Wealth | 0.03% | — | 330 | $63K |
| Delta Asset Management LLC | 0.01% | No change | 329 | $63K |
| Motco | 0.01% | No change | 316 | $61K |
| LM Advisors LLC | 0.24% | Reduce -80.1% | 11,540 | $60K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 303 | $58K |
| Daytona Street Capital LLC | 0.04% | — | 300 | $57K |
| Knuff & Co LLC | 0.02% | New | 300 | $57K |
| Lavaca Capital LLC | 0.01% | No change | 300 | $57K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +368.8% | 300 | $57K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.7% | 296 | $57K |
| Pin Oak Investment Advisors Inc. | 0.04% | Reduce -5.2% | 274 | $55K |
| Center for Financial Planning, Inc. | 0.01% | No change | 285 | $55K |
| Caitlin John, LLC | 0.04% | Reduce -1.4% | 283 | $54K |
| IMG Wealth Management, Inc. | 0.03% | New | 281 | $54K |
| Wellington-Altus USA Inc. | 0.04% | — | 256 | $49K |
| Hanson & Doremus Investment Management | 0.01% | Add +8.5% | 256 | $49K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.6% | 255 | $49K |
| MCF Advisors LLC | 0.00% | No change | 250 | $48K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 248 | $47K |
| Tidemark, LLC | 0.01% | No change | 231 | $44K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 230 | $44K |
| Fairman Group, LLC | 0.04% | No change | 229 | $44K |
| Eq Wealth Advisors, LLC | 0.03% | New | 227 | $43K |
| Murphy & Mullick Capital Management Corp | 0.03% | New | 220 | $42K |
| Premier Financial Group | 0.01% | New | 216 | $42K |
| Wellington Shields & Co., LLC | 0.01% | Add +0.5% | 209 | $40K |
| Marquette Asset Management, LLC | 0.01% | No change | 207 | $40K |
| Basepoint Wealth LLC | 0.02% | New | 206 | $40K |
| Essential Investment Partners LLC | 0.04% | — | 200 | $38K |
| Clearstead Trust, LLC | 0.01% | Reduce -56.0% | 200 | $38K |
| First Pacific Financial | 0.00% | Add +0.5% | 192 | $37K |
| GoalVest Advisory LLC | 0.01% | No change | 189 | $36K |
| Goodman Advisory Group, LLC | 0.01% | No change | 187 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 185 | $35K |
| Old Second National Bank of Aurora | 0.01% | No change | 177 | $34K |
| Hurley Capital, LLC | 0.02% | Add +200.0% | 177 | $34K |
| IMA Advisory Services, Inc. | 0.00% | No change | 175 | $34K |
| Tompkins Financial Corp. | 0.00% | No change | 169 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 168 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -79.3% | 169 | $32K |
| Joseph Group Capital Management | 0.01% | No change | 165 | $32K |
| Cambridge Financial Group, Inc. | 0.01% | No change | 160 | $31K |
| Investment Counsel Co. of Nevada | 0.07% | No change | 158 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 150 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 150 | $29K |
| Nova Wealth Management, Inc. | 0.02% | No change | 140 | $27K |
| Citizens National Bank Trust Department | 0.00% | No change | 140 | $27K |
| Birchbrook, Inc. | 0.01% | No change | 139 | $27K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +15.0% | 138 | $26K |
| Chilton Capital Management LLC | 0.00% | Add +28.3% | 136 | $26K |
| Dorato Capital Management | 0.02% | — | 130 | $26K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 134 | $26K |
| Coston, McIsaac & Partners | 0.01% | Add +0.8% | 132 | $25K |
| POM Investment Strategies, LLC | 0.01% | No change | 112 | $21K |
| Wealth Watch Advisors, INC | 0.01% | Add +74.2% | 108 | $21K |
| Solstein Capital, LLC | 0.01% | No change | 101 | $19K |
| Horizon Financial Services, LLC | 0.01% | No change | 100 | $19K |
| Highline Wealth Partners LLC | 0.01% | New | 100 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -66.7% | 92 | $18K |
| Rakuten Securities, Inc. | 0.01% | Add +810.0% | 91 | $17K |
| City Holding Co. | 0.00% | New | 90 | $17K |
| Richardson Capital Management LLC | 0.01% | Reduce -51.7% | 84 | $16K |
| Nemes Rush Group LLC | 0.00% | Add +1.4% | 74 | $14K |
| Evolution Wealth Management Inc. | 0.01% | New | 73 | $14K |
| Sachetta, LLC | 0.01% | New | 71 | $14K |
| Broadwater Capital Management LLC | 0.01% | No change | 71 | $14K |
| Pacific Center for Financial Services | 0.00% | No change | 69 | $13K |
| Kingdom Financial Group LLC. | 0.00% | New | 66 | $13K |
| FWL Investment Management, LLC | 0.00% | No change | 65 | $12K |
| Horrell Capital Management, Inc. | 0.01% | No change | 63 | $12K |
| SJS Investment Consulting Inc. | 0.00% | No change | 62 | $12K |
| Navigoe, LLC | 0.01% | No change | 59 | $11K |
| Olistico Wealth, LLC | 0.01% | New | 57 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 56 | $11K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 53 | $10K |
| Van Eck Associates Corp. | 0.00% | Reduce -23.9% | 54 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 51 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 50 | $10K |
| Davis Capital Management | 0.01% | No change | 49 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $9K |
| Affinity Wealth LLC | 0.01% | No change | 45 | $9K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 41 | $8K |
| Godsey & Gibb, Inc. | 0.00% | New | 35 | $7K |
| Battery Global Advisors, LLC | 0.00% | Reduce -99.9% | 11 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -8.6% | 32 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 30 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 83 | $6K |
| Breakwater Investment Management | 0.00% | Reduce -94.2% | 29 | $6K |
| United Financial Planning Group LLC | 0.00% | New | 27 | $5K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -99.8% | 26 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 25 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 24 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 21 | $4K |
| CNB Bank | 0.00% | Reduce -59.6% | 21 | $4K |
| Go Invest LLC | 0.00% | — | 20 | $4K |
| HFM Investment Advisors, LLC | 0.00% | No change | 19 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -5.9% | 16 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -50.0% | 10 | $2K |
| Obsidian Cio, LLC | 0.00% | New | 9 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 8 | $2K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 8 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 8 | $2K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -96.2% | 5 | $1K |
| REAP Financial Group, LLC | 0.00% | New | 1 | $128 |
| Beacon Capital Management, Inc. | 0.00% | Add +0.0% | 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.