Invesco S&P 500 Equal WeightRSPETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 2,230 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 98 from Q4 2025. 216 opened new positions and 116 sold out. The largest holders were Morgan Stanley ($6.6B), Northwestern Mutual Wealth Management Co. ($5.2B) and Bank of America Corp. ($4.9B). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Francois Rochon (0.0% of Giverny Capital's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 216 | $1.1B |
| Exits | 116 | $1.3B |
All 13F filers, Q4 2025 → Q1 2026: 38,106,180 shares bought and 26,741,075 shares sold, net +11,365,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,230 holders
| Morgan Stanley | 0.40% | Add +9.0% | 34,154,520 | $6.6B |
| Northwestern Mutual Wealth Management Co. | 3.20% | Add +3.2% | 27,094,873 | $5.2B |
| Bank of America Corp. | 0.36% | Add +16.4% | 25,370,060 | $4.9B |
| UBS Group AG | 0.39% | Add +15.4% | 11,342,821 | $2.2B |
| Invesco Ltd. | 0.20% | Add +7.7% | 10,924,826 | $2.1B |
| Goldman Sachs Group Inc. | 0.20% | Reduce -30.6% | 8,113,675 | $1.6B |
| Wells Fargo & Company | 0.26% | Add +0.8% | 6,677,729 | $1.3B |
| LPL Financial LLC | 0.34% | Add +21.4% | 6,660,526 | $1.3B |
| State of Wisconsin Investment Board | 2.90% | Reduce -22.3% | 6,596,500 | $1.3B |
| Texas Permanent School Fund Corp. | 38.92% | No change | 5,469,896 | $1.0B |
| Cresset Asset Management, LLC | 3.72% | Add +4.4% | 4,473,614 | $858.6M |
| Raymond James Financial Inc. | 0.24% | Add +9.4% | 4,048,901 | $777.1M |
| Ameriprise Financial Inc. | 0.17% | Add +6.6% | 3,785,677 | $726.7M |
| Envestnet Asset Management Inc. | 0.17% | Add +81.0% | 3,213,222 | $616.7M |
| Royal Bank of Canada | 0.12% | Add +3.8% | 3,208,484 | $615.8M |
| Truist Financial Corp. | 0.83% | Add +16.1% | 3,200,453 | $614.2M |
| Japan Science & Technology Agency | 11.35% | Reduce -25.0% | 2,844,812 | $546.0M |
| Cerity Partners LLC | 0.65% | Add +21.3% | 2,381,435 | $457.0M |
| BNP Paribas Financial Markets | 0.28% | Reduce -3.5% | 2,182,396 | $418.8M |
| JPMorgan Chase & Co. | 0.03% | Add +17.1% | 2,173,043 | $408.7M |
| Phoenix Financial Ltd. | 3.77% | Add +27.4% | 2,070,542 | $397.4M |
| Migdal Insurance & Financial Holdings Ltd. | 3.16% | Add +9517.8% | 1,900,000 | $364.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.78% | Reduce -49.2% | 1,817,211 | $348.8M |
| Keybank National Association | 1.26% | Reduce -22.8% | 1,791,371 | $343.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.56% | Reduce -28.9% | 1,750,000 | $335.9M |
| Blair William & Co. | 0.92% | Add +205.6% | 1,680,604 | $322.5M |
| Clal Insurance Enterprises Holdings Ltd | 1.93% | Add +3.8% | 1,660,000 | $318.6M |
| Focus Partners Wealth | 0.34% | Reduce -13.9% | 1,614,164 | $309.8M |
| Rockefeller Capital Management L.P. | 0.54% | Add +11.5% | 1,599,136 | $306.9M |
| HighTower Advisors, LLC | 0.32% | Add +10.0% | 1,551,101 | $297.7M |
| LBMC Investment Advisors, LLC | 15.49% | Reduce -0.7% | 1,323,360 | $254.0M |
| Osaic Holdings, Inc. | 0.37% | Reduce -1.5% | 1,317,421 | $252.9M |
| Citigroup Inc. | 0.16% | Reduce -29.9% | 1,311,970 | $251.8M |
| Cetera Investment Advisers | 0.25% | Add +18.1% | 1,233,014 | $236.6M |
| Commonwealth Equity Services, LLC | 0.32% | Add +12.6% | 1,206,911 | $231.6M |
| Freedom Together Foundation | 27.70% | No change | 1,100,000 | $211.1M |
| Stifel Financial Corp. | 0.18% | Reduce -7.0% | 1,017,191 | $195.2M |
| Caisse de depot et placement du Quebec | 0.31% | Add +33.1% | 1,007,781 | $193.4M |
| Trust Co of Tennessee | 35.43% | Add +24.3% | 991,459 | $190.3M |
| Brown Advisory Inc. | 0.30% | Add +10.5% | 948,859 | $182.1M |
| Westwood Holdings Group Inc. | 1.18% | Add +761.3% | 841,866 | $161.6M |
| Janney Montgomery Scott LLC | 0.39% | Add +19.4% | 830,928 | $159.5M |
| CIBC Bancorp USA Inc. | 0.20% | — | 813,494 | $151.3M |
| Horizon Investments, LLC | 1.69% | Add +0.1% | 787,644 | $151.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.0% | 778,315 | $149.4M |
| MAI Capital Management | 0.84% | Add +21.4% | 769,321 | $147.6M |
| First Interstate Bank | 8.21% | Add +0.6% | 761,230 | $146.1M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +10.8% | 758,937 | $145.7M |
| CI Investments Inc. | 0.70% | Add +6.8% | 753,425 | $144.6M |
| Cercano Management LLC | 6.15% | Add +38.7% | 741,425 | $142.3M |
| Summit Trail Advisors, LLC | 1.99% | Add +8.2% | 723,923 | $138.9M |
| MML Investors Services, LLC | 0.38% | Add +48.8% | 721,889 | $138.5M |
| Rokos Capital Management LLP | 2.40% | New | 701,812 | $134.7M |
| SCS Capital Management LLC | 1.36% | Add +11.7% | 666,560 | $127.9M |
| Clearstead Advisors, LLC | 1.16% | Reduce -3.1% | 660,464 | $126.8M |
| Empower Advisory Group, LLC | 0.32% | Add +26710.1% | 650,682 | $124.9M |
| Schusterman Interests, LLC | 30.66% | No change | 625,000 | $120.0M |
| Wellington Management Group LLP | 0.02% | Add +57.0% | 622,406 | $119.5M |
| Bell Bank | 5.00% | Add +4.6% | 614,254 | $117.9M |
| Bank of Montreal | 0.05% | Add +141.1% | 613,555 | $117.8M |
| Kestra Advisory Services, LLC | 0.44% | Add +5.5% | 610,240 | $117.1M |
| Csenge Advisory Group | 5.34% | Add +4.8% | 607,965 | $116.7M |
| US Bancorp \de | 0.14% | Add +8.9% | 603,422 | $115.8M |
| Valeo Financial Advisors, LLC | 2.72% | Reduce -1.4% | 591,654 | $113.5M |
| AlphaCore Capital LLC | 2.62% | Reduce -2.9% | 576,464 | $110.6M |
| Equitable Holdings, Inc. | 0.66% | Add +53.7% | 538,722 | $103.3M |
| Jabodon PT Co. | 11.97% | Add +23.1% | 536,600 | $103.0M |
| Private Advisor Group, LLC | 0.47% | Add +24.4% | 524,881 | $100.7M |
| PNC Financial Services Group, Inc. | 0.06% | Add +10.3% | 523,432 | $100.5M |
| Moment Partners, LLC | 17.85% | Add +0.4% | 521,313 | $100.1M |
| Glenmede Trust Co. NA | 0.49% | Add +6.0% | 519,598 | $99.7M |
| Endurance Services Ltd | 16.52% | No change | 511,000 | $98.1M |
| Junto Capital Management LP | 2.08% | New | 509,559 | $97.8M |
| Emory University | 35.37% | New | 492,740 | $94.6M |
| Eastern Bank | 1.58% | New | 480,506 | $92.2M |
| Mariner, LLC | 0.11% | Add +12.7% | 480,042 | $92.1M |
| FAS Wealth Partners, Inc. | 5.71% | Add +4.2% | 477,901 | $91.7M |
| GR Financial Group, LLC | 30.12% | New | 473,160 | $90.8M |
| Waverly Advisors, LLC | 0.68% | Add +5.8% | 472,602 | $90.7M |
| Vanderbilt University | 17.10% | Add +0.4% | 469,014 | $90.0M |
| Rock Creek Group LLC | 9.09% | No change | 467,881 | $89.8M |
| Fifth Third Bancorp | 0.16% | Add +733.4% | 464,555 | $89.2M |
| CENTRAL TRUST Co | 1.71% | Reduce -6.1% | 453,756 | $87.1M |
| NewEdge Advisors, LLC | 0.31% | Add +10.0% | 451,779 | $86.7M |
| Chai Trust Co. LLC | 7.15% | No change | 1,865,494 | $84.4M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +74.5% | 428,972 | $82.3M |
| Naman Capital Ltda | 22.83% | No change | 427,975 | $82.1M |
| Jones Financial Companies LLLP | 0.04% | Add +22.1% | 433,952 | $81.8M |
| Exencial Wealth Advisors, LLC | 2.48% | Add +16.9% | 415,109 | $79.7M |
| Consolidated Investment Group LLC | 8.62% | Add +8.9% | 414,175 | $79.5M |
| First Manhattan Co. Llc. | 0.22% | Add +7.2% | 407,463 | $78.2M |
| Peapack Gladstone Financial Corp. | 0.97% | Add +2.5% | 393,248 | $75.5M |
| Picton Mahoney Asset Management | 0.76% | Add +2679.8% | 381,604 | $73.2M |
| Pinnacle Financial Partners, Inc. | 0.55% | Add +96.6% | 374,647 | $71.9M |
| Bernicke Wealth Management, Ltd. | 9.25% | Reduce -0.5% | 372,932 | $71.6M |
| Stratos Wealth Partners, LTD. | 0.82% | Add +7.5% | 372,877 | $71.6M |
| Venture Visionary Partners LLC | 2.38% | Reduce -0.7% | 372,486 | $71.5M |
| Erste Asset Management GmbH | 0.66% | Reduce -45.6% | 371,480 | $71.1M |
| Sage Financial Group Inc. | 4.62% | Add +113.9% | 370,387 | $71.1M |
| Baltimore-Washington Financial Advisors, Inc. | 3.04% | Add +3.0% | 365,327 | $70.1M |
| Bridges Investment Management Inc. | 0.95% | Add +14.8% | 363,865 | $69.8M |
| Choreo, LLC | 0.85% | Reduce -0.2% | 361,254 | $69.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.09% | Reduce -0.4% | 351,463 | $67.5M |
| Barclays PLC | 0.02% | Reduce -77.0% | 350,838 | $67.3M |
| Total Investment Management Inc. | 7.71% | Add +0.7% | 344,580 | $66.1M |
| First Western Trust Bank | 3.33% | Add +3.2% | 343,690 | $66.0M |
| Spider Management Company, LLC | 18.79% | No change | 343,186 | $65.9M |
| Parkwood LLC | 5.84% | New | 342,680 | $65.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +69.3% | 329,700 | $63.3M |
| Southern Farm Bureau Life Insurance | 6.65% | No change | 328,428 | $63.0M |
| HSBC Holdings PLC | 0.04% | Add +22.1% | 329,605 | $63.0M |
| Corient Private Wealth LP | 0.09% | Reduce -1.2% | 337,771 | $62.3M |
| OpenArc Corporate Advisory, LLC | 0.89% | Reduce -3.6% | 323,977 | $62.2M |
| Axiom Financial Strategies, LLC | 21.68% | Add +58.9% | 320,862 | $61.6M |
| BlackRock, Inc. | 0.00% | Add +76.2% | 320,007 | $61.4M |
| Toronto Dominion Bank | 0.12% | Add +137.8% | 319,410 | $61.3M |
| CoreCap Advisors, LLC | 2.06% | Add +2.9% | 315,981 | $60.6M |
| Fiduciary Trust Co | 0.71% | Add +0.9% | 314,215 | $60.3M |
| Gotham Asset Management | 0.18% | Add +74.7% | 313,420 | $60.2M |
| Aptus Capital Advisors, LLC | 0.50% | Reduce -45.0% | 311,029 | $59.7M |
| Cibc World Market Inc. | 0.10% | Add +5.4% | 310,351 | $59.6M |
| One Day In July LLC | 4.74% | Add +5.2% | 308,508 | $59.2M |
| Berkshire Money Management, Inc. | 6.02% | Add +2.5% | 306,432 | $58.8M |
| Wharton Business Group, LLC | 2.10% | Add +0.6% | 290,228 | $55.7M |
| Sanctuary Advisors, LLC | 0.30% | Add +3.0% | 285,796 | $54.8M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -38.1% | 283,133 | $54.3M |
| Creative Planning | 0.04% | Add +6.3% | 278,742 | $53.5M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +12.9% | 275,468 | $52.9M |
| NewEdge Wealth, LLC | 0.63% | Reduce -6.0% | 274,305 | $52.6M |
| McAdam, LLC | 2.36% | Add +0.9% | 273,144 | $52.4M |
| Arlington Trust Co LLC | 4.60% | Add +119.2% | 271,711 | $52.1M |
| Mason Street Advisors, LLC | 5.02% | Add +3.2% | 267,820 | $51.4M |
| Baird Financial Group, Inc. | 0.08% | Reduce -4.8% | 265,598 | $51.0M |
| Brookstone Capital Management | 0.58% | Reduce -2.2% | 263,841 | $50.6M |
| Arvest Investments, Inc. | 6.83% | Reduce -0.6% | 260,982 | $50.1M |
| Bangor Savings Bank | 3.99% | Add +36.9% | 260,202 | $49.9M |
| University of Illinois Foundation | 10.13% | New | 257,217 | $49.4M |
| Rainey & Randall Wealth Advisors Inc. | 8.01% | Add +1.4% | 257,095 | $49.3M |
| CBIZ Investment Advisory Services, LLC | 1.80% | Add +0.0% | 257,035 | $49.3M |
| Franklin Resources Inc. | 0.01% | Add +149.5% | 254,807 | $48.9M |
| &partners | 0.24% | Reduce -16.8% | 252,242 | $48.4M |
| Activest Wealth Management | 8.44% | Add +11.2% | 250,370 | $48.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.32% | Add +31.5% | 248,195 | $47.6M |
| PJT Investments Corp. | 18.86% | Add +68.5% | 247,955 | $47.6M |
| Sapient Capital LLC | 0.71% | Add +6.4% | 245,151 | $47.0M |
| SG Americas Securities, LLC | 0.05% | Add +2482.5% | 243,971 | $46.8M |
| Greenwood Gearhart LLC | 2.51% | Add +4.2% | 241,890 | $46.4M |
| Jefferies Financial Group Inc. | 0.57% | Add +59.9% | 236,366 | $45.4M |
| Integrated Wealth Concepts LLC | 0.36% | Add +21.9% | 234,432 | $45.0M |
| SummitTX Capital, L.P. | 1.44% | Reduce -21.8% | 234,322 | $45.0M |
| Allen Investment Management, LLC | 0.55% | Add +63.4% | 232,685 | $44.7M |
| Sollinda Capital Management LLC | 10.84% | Reduce -21.1% | 232,456 | $44.6M |
| HB Wealth Management, LLC | 0.28% | Reduce -0.9% | 228,456 | $43.8M |
| Neuberger Berman Group LLC | 0.03% | Reduce -2.7% | 228,329 | $43.8M |
| Banco Santander, S.A. | 0.35% | Add +3.4% | 228,120 | $43.8M |
| Atlanta Consulting Group Advisors, LLC | 9.04% | Add +0.2% | 219,238 | $42.1M |
| Joule Financial, LLC | 12.25% | Reduce -0.6% | 219,147 | $42.1M |
| Arkadios Wealth Advisors | 0.69% | Add +13.7% | 218,344 | $41.9M |
| Moran Wealth Management, LLC | 1.28% | Add +4499.3% | 217,549 | $41.8M |
| Steele Capital Management, Inc. | 1.69% | Add +9.3% | 212,953 | $40.9M |
| Old Mission Capital LLC | 0.96% | Add +34.7% | 210,646 | $40.4M |
| Main Management LLC | 2.94% | Add +12.2% | 210,284 | $40.4M |
| WESCAP Management Group, Inc. | 7.67% | Add +2.6% | 202,942 | $38.9M |
| Arete Wealth Advisors, LLC | 2.92% | Add +5.5% | 202,900 | $38.9M |
| ExodusPoint Capital Management, LP | 0.39% | Add +118.0% | 202,526 | $38.9M |
| Dakota Wealth Management | 0.84% | Reduce -46.8% | 201,358 | $38.6M |
| TRUE Private Wealth Advisors | 3.68% | Reduce -0.6% | 201,195 | $38.6M |
| Captrust Financial Advisors | 0.07% | Add +17.9% | 198,562 | $38.1M |
| Requisite Capital Management, LLC | 7.08% | Add +1.5% | 197,933 | $38.0M |
| Sachem Head Capital Management LP | 0.91% | Add +28.4% | 196,500 | $37.7M |
| Commerce Bank | 0.18% | Add +477.4% | 196,416 | $37.7M |
| Elk River Wealth Management LLC | 6.24% | Reduce -0.9% | 195,701 | $37.6M |
| FSA Investment Group, LLC | 15.10% | Reduce -5.9% | 195,426 | $37.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +2324.8% | 195,149 | $37.5M |
| Vicus Capital | 2.75% | Add +1.2% | 194,711 | $37.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +2.5% | 194,219 | $37.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.95% | No change | 193,976 | $37.2M |
| Howard Financial Services, LTD. | 4.16% | Add +0.3% | 192,311 | $36.9M |
| D.A. Davidson & Co. | 0.22% | Add +1.6% | 192,040 | $36.9M |
| Solidarity Wealth, LLC | 6.91% | Add +19.8% | 187,440 | $36.0M |
| National Bank of Canada | 0.04% | Reduce -5.9% | 185,330 | $35.6M |
| Arvest Bank Trust Division | 1.90% | Add +0.5% | 182,409 | $35.0M |
| Granite Bay Wealth Management, LLC | 7.43% | Add +3.6% | 182,040 | $34.9M |
| Graham Capital Management, L.P. | 1.56% | Add +205.9% | 179,869 | $34.5M |
| Dynasty Wealth Management, LLC | 0.30% | Reduce -36.9% | 177,042 | $34.0M |
| Jane Street Group, LLC | 0.04% | New | 175,539 | $33.7M |
| Badgley Phelps Wealth Managers, LLC | 0.67% | Add +2.4% | 174,485 | $33.5M |
| SimpliFi, Inc. | 13.79% | Reduce -0.2% | 171,135 | $32.8M |
| Montag A & Associates Inc. | 1.51% | Add +13.6% | 168,962 | $32.4M |
| Itau Unibanco Holding S.A. | 0.77% | Add +647380.8% | 168,345 | $32.3M |
| Oarsman Capital, Inc. | 4.00% | Reduce -26.3% | 167,808 | $32.2M |
| Farther Finance Advisors, LLC | 0.30% | Add +5.4% | 167,192 | $32.2M |
| Quantinno Capital Management LP | 0.05% | Add +21.9% | 165,683 | $31.8M |
| Pinnacle Associates Ltd. | 0.40% | Add +2.9% | 163,151 | $31.3M |
| Southeast Asset Advisors, LLC | 3.42% | Add +2.9% | 162,729 | $31.2M |
| Common Fund for Nonprofit Organizations | 3.01% | Reduce -25.5% | 162,398 | $31.2M |
| FMR LLC | 0.00% | Add +7.0% | 159,695 | $30.6M |
| Frisch Financial Group, Inc. | 6.40% | Add +0.8% | 159,496 | $30.6M |
| OP Asset Management Ltd | 0.31% | No change | 158,782 | $30.5M |
| Mustico Financial Group, Inc. | 21.19% | Add +1.8% | 150,973 | $30.3M |
| StoneX Group Inc. | 1.63% | Add +0.0% | 157,976 | $30.3M |
| IFP Advisors, Inc | 0.63% | Add +8.4% | 157,243 | $30.2M |
| Manning & Napier Advisors LLC | 0.42% | Add +9.4% | 156,514 | $30.0M |
| Shufro Rose & Co. LLC | 2.05% | Reduce -2.1% | 156,365 | $30.0M |
| Jackson, Grant Investment Advisers, Inc. | 10.00% | Reduce -0.2% | 156,052 | $29.9M |
| HM Payson & Co. | 0.43% | Reduce -24.5% | 154,098 | $29.6M |
| Meitav Investment House Ltd. | 0.32% | Add +210.4% | 153,807 | $29.5M |
| GenTrust, LLC | 1.26% | Add +11.8% | 153,294 | $29.4M |
| Summit Financial, LLC | 0.37% | Add +0.8% | 152,920 | $29.3M |
| Robertson Stephens Wealth Management, LLC | 0.82% | Reduce -2.3% | 152,692 | $29.3M |
| Cwm, LLC | 0.08% | Add +6.2% | 152,012 | $29.2M |
| Waterloo Capital, L.P. | 2.05% | Add +1.4% | 151,987 | $29.2M |
| Kera Capital Partners, Inc. | 3.57% | Reduce -1.6% | 151,406 | $29.1M |
| Sequoia Financial Advisors, LLC | 0.16% | Add +2.6% | 150,025 | $28.8M |
| Davis Investment Partners, LLC | 10.16% | Reduce -6.6% | 149,915 | $28.8M |
| LTG Capital LLC | 21.96% | Add +1.0% | 149,765 | $28.7M |
| Wealth Advisors of Iowa, LLC | 8.86% | Reduce -0.5% | 149,294 | $28.7M |
| Advisory Services Network, LLC | 0.38% | Add +5.6% | 148,921 | $28.6M |
| TD Waterhouse Canada Inc. | 0.08% | Add +14.8% | 146,225 | $28.5M |
| Bleakley Financial Group, LLC | 0.43% | Add +84.1% | 144,627 | $27.8M |
| Patton Fund Management, Inc. | 4.68% | Add +18.5% | 143,453 | $27.5M |
| Wealthspire Advisors, LLC | 0.22% | Add +6.5% | 142,778 | $27.4M |
| Alliancebernstein L.P. | 0.01% | Add +13.5% | 140,888 | $27.0M |
| Park Avenue Securities LLC | 0.21% | Add +536.1% | 139,997 | $26.9M |
| PartnerRe Asset Management CORP | 19.43% | No change | 139,696 | $26.8M |
| Money Concepts Capital Corp. | 1.47% | Add +18.1% | 138,703 | $26.6M |
| Montis Financial, LLC | 5.50% | Add +0.7% | 138,557 | $26.6M |
| Wealth Advisory Solutions, LLC | 5.90% | Add +23.3% | 137,926 | $26.5M |
| Parcion Private Wealth LLC | 1.63% | Add +42.1% | 137,221 | $26.3M |
| Fairway Wealth LLC | 6.94% | Add +1.2% | 137,035 | $26.3M |
| Brogan Financial, Inc. | 11.55% | Add +1.1% | 136,797 | $26.3M |
| Biltmore Family Office, LLC | 3.66% | Add +19.8% | 136,577 | $26.2M |
| Stephenson & Company, Inc. | 14.17% | Add +2.8% | 136,144 | $26.1M |
| Kirtland Hills Capital Management, LLC | 8.28% | Add +11.4% | 128,972 | $26.1M |
| Lido Advisors, LLC | 0.10% | Add +1.2% | 134,575 | $25.8M |
| Sepio Capital, LP | 1.40% | Add +20.6% | 134,237 | $25.8M |
| OneDigital Investment Advisors LLC | 0.25% | Add +4.0% | 131,146 | $25.2M |
| Vaughan David Investments LLC | 0.53% | Add +33.8% | 131,000 | $25.1M |
| Ally Financial Inc. | 3.13% | Reduce -82.9% | 131,000 | $25.1M |
| Matauro, LLC | 3.61% | Reduce -7.3% | 130,072 | $25.0M |
| Tiller Private Wealth, Inc. | 8.86% | Add +5.5% | 129,871 | $24.9M |
| Dimension Capital Management LLC | 3.48% | Add +3.0% | 129,148 | $24.8M |
| NTV Asset Management LLC | 2.72% | Add +10.4% | 129,112 | $24.8M |
| Clear Wave Wealth Management LLC | 6.27% | — | 128,507 | $24.7M |
| Dupont Capital Management Corp. | 2.80% | Add +123.0% | 128,372 | $24.6M |
| Vectors Research Management, LLC | 7.19% | Add +1.3% | 128,257 | $24.6M |
| Stratos Investment Management, LLC | 0.98% | Reduce -14.8% | 127,692 | $24.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.14% | Reduce -4.8% | 120,873 | $24.4M |
| Heck Capital Advisors, LLC | 1.78% | Reduce -8.9% | 124,852 | $24.0M |
| BBR Partners, LLC | 1.33% | Add +0.1% | 124,286 | $23.9M |
| Advocacy Wealth Management, LLC | 1.05% | Add +6.7% | 123,334 | $23.7M |
| Invariant Investment Management | 14.41% | Add +2.5% | 118,196 | $23.4M |
| Glen Eagle Advisors, LLC | 3.26% | Reduce -5.0% | 121,146 | $23.3M |
| Capital Advisors, Ltd. LLC | 2.64% | Add +1.9% | 121,041 | $23.2M |
| Petrus Trust Company, LTA | 2.53% | No change | 120,850 | $23.2M |
| DAVENPORT & Co LLC | 0.13% | Add +32.6% | 120,428 | $23.1M |
| Evernest Financial Advisors, LLC | 4.78% | Add +20.2% | 114,053 | $23.0M |
| Fund Evaluation Group, LLC | 0.71% | New | 119,857 | $23.0M |
| Sykon Capital LLC | 7.65% | Add +618.3% | 119,536 | $22.9M |
| Permanent Capital Management, LP | 3.56% | Reduce -48.4% | 112,478 | $22.9M |
| Harbour Investments, Inc. | 0.35% | Add +37.0% | 119,109 | $22.9M |
| Stephens Inc. | 0.29% | Add +68.5% | 118,711 | $22.8M |
| Visualize Group LP | 9.27% | New | 117,300 | $22.5M |
| Compass Wealth Management LLC | 5.54% | Reduce -3.7% | 116,864 | $22.4M |
| Sigma Investment Counselors Inc. | 1.18% | Add +7.3% | 116,839 | $22.4M |
| Geneos Wealth Management Inc. | 0.52% | Add +6.0% | 116,775 | $22.4M |
| Equitable Trust Co. | 1.03% | Reduce -2.1% | 116,769 | $22.4M |
| Pittenger & Anderson Inc. | 0.89% | Add +472.8% | 116,733 | $22.4M |
| Titleist Asset Management, LLC | 1.69% | Reduce -7.4% | 116,725 | $22.4M |
| Baker Avenue Asset Management, LP | 0.51% | Add +1.0% | 116,031 | $22.3M |
| Inlight Wealth Management, LLC | 8.22% | Add +16.0% | 115,635 | $22.2M |
| Partnership Wealth Management, LLC | 16.89% | Add +91.8% | 115,387 | $22.1M |
| Hennion & Walsh Asset Management, Inc. | 0.74% | Reduce -36.3% | 115,064 | $22.1M |
| Ascent Wealth Partners, LLC | 2.56% | Add +12.6% | 114,734 | $22.0M |
| New England Capital Financial Advisors LLC | 6.01% | Add +1.6% | 114,458 | $22.0M |
| WealthBridge Capital Management, LLC | 5.02% | Add +2.6% | 113,487 | $21.8M |
| Scotia Capital Inc. | 0.09% | Add +64.9% | 112,510 | $21.6M |
| Sageworth Trust Co | 0.93% | Add +18.0% | 112,440 | $21.6M |
| Armstrong Advisory Group, Inc. | 1.45% | Add +6319.6% | 112,278 | $21.5M |
| Roth Financial Partners LLC | 7.19% | Reduce -3.6% | 109,845 | $21.1M |
| Bright Financial Advisors, Inc. | 9.60% | Add +7.5% | 109,140 | $20.9M |
| Cary Street Partners Financial LLC | 0.51% | Add +6.8% | 108,162 | $20.8M |
| Sightline Wealth Advisors, LLC | 8.73% | Reduce -3.6% | 107,496 | $20.6M |
| Carroll Advisory Group, LLC | 7.96% | Add +12.8% | 106,795 | $20.5M |
| Seneca House Advisors | 8.12% | Reduce -5.2% | 106,477 | $20.4M |
| Kopp Family Office, LLC | 13.96% | Reduce -1.7% | 105,688 | $20.3M |
| Raelipskie Partnership | 8.54% | Add +4.7% | 105,086 | $20.2M |
| Sterneck Capital Management, LLC | 8.95% | Add +2.1% | 103,876 | $19.9M |
| CSS LLC | 3.14% | Add +9.1% | 103,482 | $19.9M |
| Lowe Brockenbrough & Co. Inc. | 0.99% | Reduce -1.6% | 103,338 | $19.8M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +3.3% | 102,744 | $19.7M |
| Ieq Capital, LLC | 0.09% | Reduce -2.2% | 102,404 | $19.7M |
| VestGen Advisors, LLC | 0.55% | Add +93.9% | 95,691 | $19.5M |
| Squarepoint Ops LLC | 0.04% | New | 101,214 | $19.4M |
| Heritage Trust Co | 1.93% | Add +14.0% | 100,456 | $19.3M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +33.3% | 100,000 | $19.2M |
| Wealth Forward, LLC | 10.80% | Add +0.5% | 99,699 | $19.1M |
| Schroder Investment Management Group | 0.02% | New | 101,138 | $19.0M |
| Compton Wealth Advisory Group, LLC | 4.23% | Add +0.4% | 98,705 | $19.0M |
| Davidson Kahn Capital Management, LLC | 10.10% | Add +6.0% | 98,604 | $18.9M |
| Breakwater Capital Group | 2.53% | Add +0.9% | 98,261 | $18.9M |
| Ballast, Inc. | 4.32% | Add +2.1% | 97,331 | $18.7M |
| Tradition Wealth Management, LLC | 1.33% | Add +7.3% | 97,247 | $18.7M |
| Flow Traders U.S. LLC | 0.59% | Add +672.0% | 97,162 | $18.6M |
| LeConte Wealth Management, LLC | 12.04% | Reduce -15.3% | 97,078 | $18.6M |
| Element Squared LLC | 10.48% | Add +29.5% | 96,856 | $18.6M |
| Ausdal Financial Partners, Inc. | 0.83% | Add +7.0% | 96,684 | $18.6M |
| Johnson Investment Counsel Inc. | 0.15% | Add +31.4% | 96,597 | $18.5M |
| Kaydan Wealth Management, Inc. | 6.15% | Add +0.2% | 95,868 | $18.4M |
| Bernardo Wealth Planning LLC | 3.60% | Reduce -15.6% | 95,714 | $18.4M |
| Redhawk Wealth Advisors, Inc. | 2.03% | Add +72.2% | 95,669 | $18.4M |
| Courier Capital LLC | 1.02% | Add +1.6% | 95,453 | $18.3M |
| Peak Financial Management, Inc. | 4.63% | Add +3.3% | 95,100 | $18.3M |
| Advisor OS, LLC | 1.32% | Reduce -0.2% | 94,735 | $18.2M |
| Walleye Partners, LLC | 22.23% | Reduce -5.0% | 94,324 | $18.1M |
| Woodard & Co. Asset Management Group Inc. | 2.88% | Add +1674.5% | 93,536 | $18.0M |
| Tucker Asset Management LLC | 5.37% | Reduce -33.4% | 93,518 | $17.9M |
| Gladstone Institutional Advisory LLC | 0.66% | Add +27.0% | 92,821 | $17.8M |
| Prasad Wealth Partners, LLC | 4.79% | Add +3.3% | 91,774 | $17.6M |
| Sage Rhino Capital LLC | 3.27% | Reduce -3.4% | 91,147 | $17.5M |
| Signal Advisors Wealth, LLC | 1.20% | Add +16.6% | 91,135 | $17.5M |
| Peak Asset Management, LLC | 3.07% | Add +0.1% | 90,588 | $17.4M |
| Sard Wealth Management Group, LLC | 9.41% | Add +0.1% | 90,142 | $17.3M |
| Susquehanna International Group, LLP | 0.02% | Add +61.0% | 89,300 | $17.1M |
| Parkside Investments, LLC | 2.07% | Add +10.6% | 88,764 | $17.0M |
| GFS Advisors, LLC | 1.10% | Add +31.3% | 113,861 | $17.0M |
| CX Institutional | 0.52% | Add +0.3% | 88,434 | $17.0M |
| Savvy Advisors, Inc. | 0.45% | Add +170.5% | 87,974 | $16.9M |
| Quest Investment Management LLC | 1.96% | Add +2.1% | 87,333 | $16.8M |
| Aft, Forsyth & Sober, LLC | 5.11% | Reduce -8.4% | 87,300 | $16.8M |
| Merit Financial Group, LLC | 0.12% | Add +421.1% | 87,282 | $16.8M |
| Port Capital LLC | 0.74% | Reduce -22.8% | 87,085 | $16.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.14% | Add +2.0% | 86,760 | $16.7M |
| Karras Company, Inc. | 16.87% | Add +0.4% | 86,673 | $16.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +13.0% | 86,232 | $16.5M |
| ADG Wealth Management Group, LLC | 11.42% | Add +7.7% | 86,090 | $16.5M |
| BlueStem Wealth Partners, LLC | 1.83% | New | 85,914 | $16.5M |
| Measured Wealth Private Client Group, LLC | 4.48% | Reduce -0.8% | 85,485 | $16.4M |
| First Foundation Advisors | 0.66% | Add +1.1% | 85,463 | $16.4M |
| New Harbor Financial Group, LLC | 2.98% | Reduce -57.3% | 85,453 | $16.4M |
| Echo45 Advisors LLC | 9.19% | Add +0.8% | 85,104 | $16.3M |
| AQR Capital Management | 0.01% | Add +35.8% | 86,718 | $16.3M |
| Forge Financial Services LLC | 1.64% | Reduce -1.3% | 84,348 | $16.2M |
| Essex Financial Services, Inc. | 0.90% | Add +0.2% | 83,320 | $16.0M |
| Fortis Group Advisors, LLC | 2.64% | Add +80.0% | 78,420 | $16.0M |
| Crews Bank & Trust | 2.30% | Add +0.7% | 82,594 | $15.9M |
| COFG Advisors, LLC | 3.90% | Add +1.8% | 82,242 | $15.8M |
| Select Asset Management & Trust | 4.92% | New | 82,049 | $15.7M |
| Wealthcare Advisory Partners LLC | 0.31% | No change | 81,913 | $15.7M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +96.9% | 81,786 | $15.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.30% | Reduce -4.0% | 81,782 | $15.7M |
| Manchester Financial Inc. | 3.00% | Reduce -6.1% | 81,462 | $15.6M |
| Ethos Financial Group, LLC | 1.14% | Add +1.0% | 80,898 | $15.5M |
| Willis Investment Counsel | 0.85% | Add +23.2% | 80,705 | $15.5M |
| Dumont & Blake Investment Advisors LLC | 3.86% | Reduce -3.4% | 80,396 | $15.4M |
| Granby Capital Management, LLC | 8.80% | No change | 80,000 | $15.4M |
| Stratos Wealth Advisors, LLC | 0.94% | Add +0.6% | 79,858 | $15.3M |
| Brown Brothers Harriman & Co. | 0.08% | Reduce -5.5% | 79,763 | $15.3M |
| Axxcess Wealth Management, LLC | 0.49% | Reduce -43.8% | 79,022 | $15.2M |
| Walker Financial Services, Inc. | 5.16% | Add +26.0% | 78,601 | $15.1M |
| Caldwell Trust Co | 1.34% | Add +5.2% | 78,387 | $15.0M |
| Flputnam Investment Management Co. | 0.22% | Add +2.4% | 78,231 | $15.0M |
| Cidel Asset Management Inc. | 0.82% | No change | 78,090 | $15.0M |
| Bradley Foster & Sargent Inc. | 0.23% | Add +5.6% | 77,357 | $14.8M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -26.8% | 77,248 | $14.8M |
| New England Asset Management Inc. | 1.92% | Add +9.9% | 76,130 | $14.6M |
| Muirfield Wealth Advisors LLC | 10.72% | Reduce -1.4% | 75,893 | $14.6M |
| Consolidated Portfolio Review Corp | 1.33% | Add +0.3% | 75,686 | $14.5M |
| Pine Ridge Advisers LLC | 1.03% | Add +0.3% | 75,686 | $14.5M |
| Valley Wealth Managers, Inc. | 0.93% | Add +32.6% | 75,459 | $14.5M |
| Ramiah Investment Group | 12.63% | New | 75,293 | $14.5M |
| Virtue Capital Management, LLC | 2.19% | Reduce -14.6% | 76,702 | $14.4M |
| Insigneo Advisory Services, LLC | 1.02% | Add +19.4% | 74,862 | $14.4M |
| Allegheny Financial Group | 1.94% | Add +10.8% | 74,843 | $14.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.56% | Add +2.2% | 74,837 | $14.4M |
| Berman McAleer LLC | 1.96% | Add +4.5% | 74,745 | $14.3M |
| World Investment Advisors | 0.23% | Add +120.0% | 74,248 | $14.2M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Add +675.3% | 74,100 | $14.2M |
| Archer Investment Corp | 3.01% | Reduce -3.9% | 73,561 | $14.1M |
| IPG Investment Advisors LLC | 2.41% | Add +2.6% | 73,189 | $14.0M |
| Renaissance Technologies | 0.02% | Add +79.7% | 72,230 | $13.9M |
| Harbor Investment Advisory, LLC | 1.09% | Add +10.4% | 71,892 | $13.8M |
| Focused Wealth Management, Inc | 1.44% | Add +0.4% | 71,800 | $13.8M |
| Capital Investment Advisory Services, LLC | 1.00% | Add +0.6% | 71,369 | $13.7M |
| Capital Investment Advisors, LLC | 0.20% | Add +4.9% | 71,138 | $13.7M |
| L. Roy Papp & Associates, LLP | 1.56% | Add +8.6% | 70,473 | $13.5M |
| Hi-Line Capital Management, LLC | 4.22% | Add +10.6% | 69,949 | $13.4M |
| Smith, Moore & Co. | 0.98% | Add +7.3% | 69,869 | $13.4M |
| Tandem Wealth Advisors LLC | 5.98% | Add +8.2% | 69,830 | $13.4M |
| Performa Ltd (US), LLC | 3.03% | New | 69,712 | $13.4M |
| NDWM LLC | 8.64% | Add +196.4% | 69,422 | $13.3M |
| Jacksonville Wealth Management, LLC | 8.90% | Add +15.4% | 68,679 | $13.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.77% | No change | 68,500 | $13.1M |
| Ssa Swiss Advisors AG | 6.08% | Add +43.7% | 68,314 | $13.1M |
| Arax Advisory Partners | 0.37% | Add +2687.3% | 68,204 | $13.1M |
| Walled Lake Planning & Wealth Management, LLC | 3.84% | Add +11.5% | 68,058 | $13.1M |
| Northern Trust Corp. | 0.00% | Add +112.7% | 67,678 | $13.0M |
| Quattro Financial Advisors LLC | 3.92% | Add +7.0% | 67,427 | $12.9M |
| Advisor Resource Council | 5.11% | Reduce -15.7% | 67,304 | $12.9M |
| Gillson Capital LP | 1.05% | New | 66,800 | $12.8M |
| Independent Advisor Alliance | 0.14% | Add +202.7% | 66,729 | $12.8M |
| Fsa Wealth Partners, Inc. | 6.08% | New | 66,620 | $12.8M |
| Aspen Investment Management Inc | 3.86% | Add +4.3% | 65,707 | $12.6M |
| Refined Wealth Management | 7.94% | Add +1973.1% | 65,550 | $12.6M |
| Hancock Whitney Corp. | 0.22% | Add +25.0% | 61,569 | $12.5M |
| United Capital Financial Advisors, LLC | 0.08% | Add +5.8% | 64,866 | $12.4M |
| Family Manage LLC | 1.49% | Add +7927.5% | 64,782 | $12.4M |
| Gateway Wealth Partners, LLC | 0.48% | Add +60.2% | 64,713 | $12.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Reduce -73.6% | 64,748 | $12.4M |
| Per Stirling Capital Management, LLC. | 1.36% | Add +744.2% | 63,906 | $12.3M |
| Cabot Wealth Management Inc. | 1.40% | Add +8.2% | 63,362 | $12.2M |
| Prospera Financial Services Inc | 0.20% | Add +17.1% | 63,014 | $12.1M |
| Diversify Wealth Management, LLC | 0.22% | Add +1019.8% | 60,267 | $12.1M |
| Guidance Capital, Inc. | 2.70% | Add +7.7% | 59,297 | $12.1M |
| CreativeOne Wealth, LLC | 0.27% | Add +63.1% | 61,523 | $11.8M |
| Courage Miller Partners, LLC | 3.31% | Add +2.7% | 61,174 | $11.7M |
| National Philanthropic Trust | 0.12% | Add +0.3% | 61,028 | $11.7M |
| Chemung Canal Trust Co. | 2.35% | Add +0.1% | 60,554 | $11.6M |
| Norris Perne & French LLP | 0.57% | Add +7.7% | 60,468 | $11.6M |
| IHT Wealth Management, LLC | 0.27% | Reduce -0.8% | 60,410 | $11.6M |
| Hudson Bay Capital Management LP | 0.08% | New | 60,000 | $11.5M |
| Deutsche Bank AG | 0.00% | Add +16.8% | 59,607 | $11.4M |
| True North Advisors, LLC | 1.30% | Reduce -1.5% | 59,575 | $11.4M |
| Prism Advisors, Inc. | 3.04% | Add +10.6% | 59,379 | $11.4M |
| Sigma Planning Corp | 0.32% | Add +6.1% | 59,204 | $11.4M |
| First National Bank Sioux Falls | 3.11% | Add +8.4% | 56,621 | $11.4M |
| Retirement Financial Solutions, LLC | 3.23% | Add +1.2% | 58,895 | $11.3M |
| Evercore Wealth Management, LLC | 0.18% | Add +13.6% | 58,520 | $11.2M |
| Raab & Moskowitz Asset Management LLC | 2.49% | Reduce -0.7% | 58,331 | $11.2M |
| Perbak Capital Partners LLP | 2.74% | Reduce -82.1% | 57,970 | $11.1M |
| Greenleaf Trust | 0.11% | Reduce -3.9% | 57,932 | $11.1M |
| Pathstone Holdings, LLC | 0.04% | Add +3.1% | 57,838 | $11.1M |
| Concentric Capital Strategies, LP | 0.96% | Add +1089.2% | 57,544 | $11.0M |
| Frank, Rimerman Advisors LLC | 0.72% | Reduce -3.2% | 57,375 | $11.0M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +13.1% | 57,183 | $11.0M |
| Rothschild Capital Partners, LLC | 2.69% | Add +49.8% | 56,802 | $10.9M |
| M3 Wealth Management, LLC | 8.39% | Add +7.5% | 56,768 | $10.9M |
| J. R. Prunier Capital Management LLC | 4.61% | Add +0.4% | 56,515 | $10.8M |
| Yelin Lapidot Holdings Management Ltd. | 2.25% | Reduce -8.5% | 56,190 | $10.8M |
| Analyst IMS Investment Management Services Ltd. | 0.32% | Add +31.1% | 55,700 | $10.7M |
| Carnegie Investment Counsel | 0.21% | Reduce -8.1% | 55,626 | $10.7M |
| Atlas Private Wealth Advisors | 2.51% | Reduce -0.5% | 55,582 | $10.7M |
| Clarus Group, Inc. | 3.82% | Reduce -0.8% | 55,574 | $10.7M |
| Acima Private Wealth, LLC | 3.34% | Add +0.2% | 55,522 | $10.7M |
| Sterling Manor Financial, LLC | 6.64% | Reduce -18.9% | 55,335 | $10.6M |
| CM Wealth Advisors LLC | 2.25% | Add +0.9% | 54,984 | $10.6M |
| Calydon Capital | 1.72% | Add +0.4% | 54,882 | $10.5M |
| Winthrop Capital Management, LLC | 2.70% | Reduce -11.3% | 54,867 | $10.5M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -2.0% | 54,238 | $10.4M |
| Nwi Management LP | 0.63% | No change | 54,000 | $10.4M |
| First Financial Bank - Trust Division | 0.83% | Add +5.3% | 53,815 | $10.3M |
| Koshinski Asset Management, Inc. | 0.63% | Add +6.7% | 52,955 | $10.2M |
| Atlas Legacy Advisors, LLC | 1.85% | Add +1.9% | 52,728 | $10.1M |
| Granville Capital, Inc. | 5.27% | Add +9.5% | 52,518 | $10.1M |
| Perigon Wealth Management, LLC | 0.18% | Add +3.9% | 52,437 | $10.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.64% | Reduce -2.6% | 52,415 | $10.1M |
| Dorsey & Whitney Trust CO LLC | 0.55% | Reduce -0.3% | 52,278 | $10.0M |
| Polar Asset Management Partners Inc. | 0.32% | New | 52,100 | $10.0M |
| Lumbard & Kellner, LLC | 3.43% | Add +1.6% | 51,581 | $9.9M |
| Instrumental Wealth, LLC | 6.07% | Add +1.8% | 51,435 | $9.9M |
| Independent Financial Group, LLC | 0.22% | Add +13.9% | 50,978 | $9.8M |
| Flagship Harbor Advisors, LLC | 0.43% | Reduce -54.7% | 50,594 | $9.7M |
| Operose Advisors LLC | 2.24% | Add +4270.5% | 50,348 | $9.7M |
| Modera Wealth Management, LLC | 0.12% | Add +0.5% | 50,285 | $9.7M |
| Rwa Wealth Partners, LLC | 0.11% | Add +14.1% | 50,096 | $9.6M |
| JBF Capital, Inc. | 1.42% | No change | 50,000 | $9.6M |
| BW Gestao de Investimentos Ltda. | 0.42% | Reduce -96.7% | 49,778 | $9.6M |
| Kavar Capital Partners Group, LLC | 1.20% | Reduce -4.0% | 49,770 | $9.6M |
| Fortress Financial Group, LLC | 7.05% | Reduce -0.5% | 49,645 | $9.5M |
| Blue Bell Private Wealth Management, LLC | 1.37% | Reduce -0.2% | 49,581 | $9.5M |
| ZWJ Investment Counsel Inc. | 0.34% | Reduce -6.5% | 49,541 | $9.5M |
| Ssi Investment Management LLC | 0.78% | Reduce -0.5% | 49,407 | $9.5M |
| Bryn Mawr Trust Advisors, LLC | 0.46% | Add +5.8% | 49,184 | $9.4M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -1.4% | 49,099 | $9.4M |
| Parallel Advisors, LLC | 0.17% | Add +1.8% | 49,067 | $9.4M |
| Benjamin Edwards Inc. | 0.09% | Reduce -12.4% | 49,031 | $9.4M |
| Larch Capital Partners LLC | 1.36% | Add +4.4% | 48,912 | $9.4M |
| Procyon Advisors, LLC | 0.46% | Add +20.4% | 48,650 | $9.3M |
| Ironwood Financial, llc | 1.63% | Add +5.5% | 48,561 | $9.3M |
| Basso Capital Management, L.P. | 5.69% | Add +1.8% | 48,469 | $9.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.27% | New | 48,287 | $9.3M |
| New Insight Wealth Advisors | 3.30% | Reduce -7.5% | 48,008 | $9.2M |
| Quad-Cities Investment Group, LLC | 3.66% | Add +3.2% | 47,897 | $9.2M |
| LYNX Capital Group Ltd. | 4.27% | Reduce -0.3% | 47,806 | $9.2M |
| New England Private Wealth Advisors LLC | 1.06% | Reduce -9.1% | 47,784 | $9.2M |
| HighPoint Advisor Group LLC | 0.38% | Add +1.4% | 47,711 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +578.1% | 47,559 | $9.1M |
| Private Wealth Group, LLC | 4.22% | Add +3.9% | 47,149 | $9.0M |
| DeDora Capital, Inc. | 2.19% | Reduce -2.2% | 46,538 | $8.9M |
| North Star Asset Management Inc. | 0.39% | New | 46,495 | $8.9M |
| Integrated Advisors Network LLC | 0.47% | Reduce -45.8% | 46,399 | $8.9M |
| One Capital Management, LLC | 0.24% | Add +127.6% | 46,338 | $8.9M |
| Connecticut Wealth Management, LLC | 0.37% | Reduce -4.6% | 46,289 | $8.9M |
| Nations Financial Group Inc, /Ia/ | 0.46% | Add +8.0% | 46,041 | $8.8M |
| Composition Wealth, LLC | 0.12% | Add +187.8% | 46,022 | $8.8M |
| RFP Financial Group LLC | 4.80% | Reduce -55.2% | 46,015 | $8.8M |
| E&G Advisors, LLC | 1.96% | Add +6.5% | 45,795 | $8.8M |
| Firestone Capital Management | 1.82% | Reduce -1.1% | 45,637 | $8.8M |
| Castlekeep Investment Advisors LLC | 4.75% | Reduce -0.2% | 45,622 | $8.8M |
| Rothschild Investment LLC | 0.46% | Add +1.9% | 45,539 | $8.7M |
| Level Four Advisory Services, LLC | 0.29% | Add +6.1% | 45,508 | $8.7M |
| Ruggaard & Associates LLC | 3.45% | Reduce -3.7% | 45,330 | $8.7M |
| TigerOak Management, L.L.C. | 2.74% | Add +1.6% | 45,303 | $8.7M |
| Bokf, NA | 0.13% | Add +34.7% | 45,208 | $8.7M |
| Stelac Advisory Services LLC | 1.75% | Add +5.2% | 45,177 | $8.7M |
| Diesslin Group, Inc. | 3.90% | Add +2.1% | 45,115 | $8.7M |
| Round Rock Advisors LLC | 1.32% | Add +0.3% | 45,026 | $8.6M |
| Fire Capital Management LLC | 4.03% | Add +19.3% | 44,876 | $8.6M |
| Birchcreek Wealth Management, LLC | 4.14% | Add +0.9% | 44,749 | $8.6M |
| Sanders Morris Harris LLC | 1.38% | New | 44,457 | $8.5M |
| Annex Advisory Services, LLC | 0.16% | Reduce -2.6% | 44,338 | $8.5M |
| Pallas Capital Advisors LLC | 0.32% | Reduce -7.7% | 44,265 | $8.5M |
| Parsons Capital Management Inc. | 0.39% | Add +24.7% | 43,979 | $8.4M |
| Juncture Wealth Strategies, LLC | 2.82% | New | 43,942 | $8.4M |
| CMG Global Holdings, LLC | 3.99% | Add +12.2% | 43,636 | $8.4M |
| First United Bank & Trust | 2.71% | Add +28.4% | 43,523 | $8.4M |
| Rhumbline Advisers | 0.01% | Add +15.1% | 43,402 | $8.3M |
| Riversedge Advisors, LLC | 1.34% | Reduce -71.5% | 43,282 | $8.3M |
| Choate Investment Advisors | 0.16% | Reduce -11.2% | 43,206 | $8.3M |
| Fairvoy Private Wealth, LLC | 1.96% | Reduce -64.6% | 42,833 | $8.2M |
| Nicollet Investment Management, Inc. | 2.81% | Reduce -2.8% | 42,696 | $8.2M |
| WealthPlan Investment Management, LLC | 0.46% | Add +2609.5% | 42,648 | $8.2M |
| Reicon Wealth Advisors, LLC | 6.25% | Reduce -13.4% | 42,458 | $8.1M |
| Allworth Financial LP | 0.03% | Reduce -4.1% | 42,369 | $8.1M |
| Ancora Advisors LLC | 0.17% | Add +3.6% | 42,052 | $8.1M |
| Navalign, LLC | 2.04% | Add +1.1% | 42,051 | $8.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.29% | No change | 41,532 | $8.0M |
| Citizens Financial Group Inc. | 0.11% | Reduce -5.8% | 41,205 | $7.9M |
| Interval Partners, LP | 0.27% | New | 41,105 | $7.9M |
| Transcend Capital Advisors, LLC | 0.63% | Add +120.2% | 41,032 | $7.9M |
| Mendota Financial Group, LLC | 5.83% | Reduce -16.3% | 41,005 | $7.9M |
| Dynamic Advisor Solutions LLC | 0.25% | Add +2.8% | 40,934 | $7.9M |
| LCW Services, LLC | 3.89% | Reduce -2.7% | 40,844 | $7.8M |
| BlueChip Wealth Advisors LLC | 3.42% | Add +55.5% | 40,644 | $7.8M |
| Fluent Financial, LLC | 2.85% | Add +0.9% | 39,131 | $7.8M |
| Ayalon Insurance Comp Ltd. | 1.58% | New | 40,178 | $7.7M |
| Alexis Investment Partners, LLC | 5.30% | Add +9.7% | 40,913 | $7.7M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +8.2% | 39,816 | $7.6M |
| Curbstone Financial Management Corp | 1.45% | Add +2.9% | 39,467 | $7.6M |
| Black Diamond Financial, LLC | 0.83% | Add +17.9% | 39,444 | $7.6M |
| Lantern Wealth Advisors, LLC | 3.87% | Reduce 0.0% | 39,348 | $7.6M |
| Luken Investment Analytics, LLC | 2.88% | Reduce -17.9% | 39,170 | $7.5M |
| First Horizon Corp. | 0.31% | Add +91.1% | 38,899 | $7.5M |
| Lifestyle Asset Management, Inc. | 2.43% | Add +3.0% | 38,713 | $7.4M |
| Bcwm, LLC | 2.10% | Reduce -14.9% | 38,691 | $7.4M |
| Members Trust Co | 0.24% | Reduce -14.7% | 38,333 | $7.4M |
| Richard W. Paul & Associates, LLC | 2.47% | Reduce -0.4% | 38,282 | $7.3M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +26.5% | 38,217 | $7.3M |
| Blueprint Investment Partners LLC | 0.75% | Reduce -13.7% | 38,081 | $7.3M |
| Hilltop National Bank | 1.74% | Add +79.8% | 38,025 | $7.3M |
| Howland Capital Management LLC | 0.29% | No change | 37,994 | $7.3M |
| Magnus Financial Group LLC | 0.60% | Reduce -4.1% | 37,958 | $7.3M |
| Lakeshore Financial Planning, Inc. | 2.64% | Add +0.0% | 37,955 | $7.3M |
| Diversified Management Inc. | 1.24% | Add +13.2% | 37,762 | $7.2M |
| Leavell Investment Management, Inc. | 0.30% | Reduce -4.6% | 37,622 | $7.2M |
| Diversified Trust Co. | 0.13% | Add +20.8% | 37,532 | $7.2M |
| Mutual Advisors, LLC | 0.15% | Add +33.1% | 37,406 | $7.2M |
| McHugh Group, LLC | 4.29% | Add +8.8% | 37,379 | $7.2M |
| Signal Tree Financial Partners LLC | 5.37% | Add +7.1% | 37,090 | $7.1M |
| Peddock Capital Advisors, LLC | 1.57% | Reduce -0.2% | 37,024 | $7.1M |
| PMG Wealth Management, Inc. | 5.12% | Add +5.1% | 37,003 | $7.1M |
| Retirement Income Solutions, Inc. | 1.21% | Reduce -0.4% | 36,798 | $7.1M |
| Tocqueville Asset Management L.P. | 0.10% | Add +10.2% | 36,675 | $7.0M |
| Oppenheimer & Co. Inc. | 0.09% | Add +7.4% | 36,553 | $7.0M |
| Financial Guidance Group, Inc. | 2.82% | Add +1.7% | 36,546 | $7.0M |
| Millennium Management | 0.01% | Reduce -82.1% | 35,969 | $6.9M |
| Ehrenkranz Partners L.P. | 5.43% | Add +16.0% | 35,785 | $6.9M |
| Haverford Trust Co | 0.06% | Reduce -1.3% | 35,743 | $6.9M |
| Arkos Global Advisors | 0.86% | Add +8.4% | 35,712 | $6.9M |
| Vontobel Holding Ltd. | 0.02% | Add +41.4% | 35,548 | $6.8M |
| Foundations Investment Advisors, LLC | 0.08% | Add +9.4% | 35,400 | $6.8M |
| Wood Tarver Financial Group, LLC | 1.88% | Add +75.8% | 35,356 | $6.8M |
| Birch Hill Investment Advisors LLC | 0.30% | Add +21.8% | 35,272 | $6.8M |
| Left Brain Wealth Management, LLC | 2.66% | New | 35,223 | $6.8M |
| Atwood & Palmer Inc. | 0.38% | Reduce -16.7% | 35,223 | $6.8M |
| Curi Capital, LLC | 0.12% | Add +60.6% | 35,075 | $6.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Add +116.6% | 35,050 | $6.7M |
| Bluedoor Private Wealth, LLC | 3.10% | Add +0.1% | 34,877 | $6.7M |
| Two Sigma Securities, LLC | 0.77% | Add +52.3% | 34,684 | $6.7M |
| Agf Management Ltd. | 0.03% | Reduce -0.1% | 34,558 | $6.6M |
| Blueprint Financial Advisors LLC | 0.98% | Reduce -12.5% | 34,546 | $6.6M |
| Sagace Wealth Management LLC | 4.48% | Reduce -2.8% | 34,446 | $6.6M |
| Modus Advisors, LLC | 1.82% | Add +1.0% | 34,426 | $6.6M |
| CapWealth Advisors, LLC | 0.59% | Reduce -4.8% | 34,106 | $6.5M |
| Lunt Capital Management, Inc. | 2.51% | Add +1.9% | 34,095 | $6.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.80% | Add +3.3% | 34,090 | $6.5M |
| Black Maple Capital Management LP | 5.02% | Reduce -2.9% | 34,050 | $6.5M |
| Intrepid Financial Planning Group LLC | 2.64% | Reduce -2.8% | 34,018 | $6.5M |
| Permanens Capital L.P. | 0.84% | New | 34,000 | $6.5M |
| Cherry Tree Wealth Management, LLC | 1.37% | Add +2.1% | 33,692 | $6.5M |
| Fca Corp. | 1.82% | Reduce -0.1% | 33,662 | $6.5M |
| Thoroughbred Financial Services, LLC | 0.39% | Add +3.2% | 33,621 | $6.5M |
| Marex Group Ltd | 0.07% | Add +958.7% | 33,551 | $6.4M |
| Fifth Third Wealth Advisors LLC | 0.22% | Reduce -0.4% | 33,518 | $6.4M |
| Balefire, LLC | 1.21% | Reduce -0.9% | 33,375 | $6.4M |
| Pettyjohn, Wood & White, Inc. | 1.02% | Add +9.7% | 33,245 | $6.4M |
| GWN Securities Inc. | 1.21% | Add +14.6% | 33,021 | $6.3M |
| Wealth Care LLC | 5.59% | — | 32,781 | $6.3M |
| Park Place Capital Corp | 1.26% | Reduce -58.3% | 32,725 | $6.3M |
| Balyasny Asset Management L.P. | 0.01% | New | 32,457 | $6.2M |
| Paces Ferry Wealth Advisors, LLC | 2.58% | Add +7.8% | 32,304 | $6.2M |
| Capstone Wealth Management Group, LLC | 2.60% | New | 32,301 | $6.2M |
| Abundance Wealth Counselors | 0.89% | Add +4.3% | 32,226 | $6.2M |
| Stone Summit Wealth LLC | 1.71% | Add +1.5% | 32,102 | $6.2M |
| Optima Capital LLC | 2.86% | Add +13.1% | 32,094 | $6.2M |
| BigSur Wealth Management LLC | 1.72% | Add +58.0% | 32,039 | $6.1M |
| Lake Street Private Wealth, LLC | 0.79% | Reduce -5.8% | 32,035 | $6.1M |
| Snowden Capital Advisors LLC | 0.16% | Add +16.5% | 31,973 | $6.1M |
| Eldridge Investment Advisors, Inc. | 1.34% | Reduce -1.4% | 31,952 | $6.1M |
| Coastal Bridge Advisors, LLC | 0.43% | Add +30.1% | 31,929 | $6.1M |
| Well Done, LLC | 0.90% | Reduce -12.8% | 31,871 | $6.1M |
| Azimuth Capital Investment Management LLC | 0.23% | Add +5.2% | 31,809 | $6.1M |
| KLCM Advisors, Inc. | 0.53% | Add +1.4% | 31,798 | $6.1M |
| Spire Wealth Management | 0.21% | Add +71.8% | 31,778 | $6.1M |
| Precedent Wealth Partners, LLC | 1.22% | Add +2.4% | 31,716 | $6.1M |
| Kingsview Wealth Management, LLC | 0.08% | Add +48.2% | 31,646 | $6.1M |
| Paulson Wealth Management Inc. | 1.42% | Add +37.9% | 31,578 | $6.1M |
| Cordgrass Capital Advisors, LLC | 1.42% | Add +0.7% | 31,558 | $6.1M |
| Partners Capital Investment Group, LLP | 0.23% | Add +0.4% | 31,484 | $6.0M |
| PCM Encore, LLC | 1.24% | Add +16.2% | 31,462 | $6.0M |
| Pettinga Financial Advisors LLC | 1.13% | Add +16.2% | 31,306 | $6.0M |
| Burke & Herbert Bank & Trust Co. | 1.66% | Add +1.4% | 31,297 | $6.0M |
| Wealthfront Advisers LLC | 0.01% | Add +15.7% | 31,185 | $6.0M |
| Joel Isaacson & Co., LLC | 0.20% | Add +98.3% | 31,097 | $6.0M |
| Gainplan LLC | 4.48% | New | 31,068 | $6.0M |
| Elgethun Capital Management | 0.99% | Add +2.4% | 31,052 | $6.0M |
| Clear Harbor Asset Management, LLC | 0.41% | Add +3.6% | 30,982 | $5.9M |
| Financial Enhancement Group LLC | 0.74% | Add +63.1% | 29,232 | $5.9M |
| Focus Financial Network, Inc. | 0.21% | Reduce -3.3% | 30,757 | $5.9M |
| Simmons Bank | 0.40% | Reduce -0.4% | 30,753 | $5.9M |
| General American Investors Co. Inc. | 0.39% | No change | 30,611 | $5.9M |
| Johnson Bixby & Associates, LLC | 0.73% | Reduce -2.7% | 30,542 | $5.9M |
| Cape Investment Advisory, Inc. | 1.95% | Add +1.0% | 30,510 | $5.9M |
| Founders Financial Securities LLC | 0.33% | Add +28.3% | 29,542 | $5.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +52.4% | 30,470 | $5.8M |
| Great Diamond Partners, LLC | 1.12% | Add +1.5% | 30,415 | $5.8M |
| Crumly & Associates Inc. | 1.23% | Reduce -19.0% | 30,401 | $5.8M |
| San Luis Wealth Advisors LLC | 0.96% | Add +6.5% | 30,377 | $5.8M |
| Verition Fund Management LLC | 0.06% | Reduce -48.7% | 30,196 | $5.8M |
| WealthShield Partners, LLC | 0.64% | Reduce -7.7% | 30,150 | $5.8M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +2.2% | 30,085 | $5.8M |
| Marino, Stram & Associates LLC | 1.03% | Add +9.0% | 29,979 | $5.8M |
| Atlantic Edge Private Wealth Management, LLC | 1.41% | Add +3.6% | 29,908 | $5.7M |
| MLP3, LLC | 6.34% | Add +8.0% | 29,829 | $5.7M |
| Maxi Investments CY Ltd | 1.25% | New | 29,825 | $5.7M |
| Grant Street Asset Management, Inc. | 1.09% | Add +0.6% | 29,556 | $5.7M |
| TCP Asset Management, LLC | 0.73% | New | 29,437 | $5.6M |
| CRA Financial Services, LLC | 0.73% | Add +0.4% | 29,430 | $5.6M |
| Phoenix Wealth Advisors | 2.22% | Add +3.3% | 29,324 | $5.6M |
| Fulton Breakefield Broenniman LLC | 0.37% | Add +17.2% | 29,282 | $5.6M |
| FSM Wealth Advisors, LLC | 0.72% | Add +10.1% | 29,267 | $5.6M |
| Joseph P. Lucia & Associates, LLC | 2.00% | Add +10.4% | 29,147 | $5.6M |
| Orion Capital Management LLC | 1.92% | Add +7.5% | 28,971 | $5.6M |
| Garden State Investment Advisory Services LLC | 1.33% | Reduce -3.0% | 28,837 | $5.5M |
| NorthRock Partners, LLC | 0.09% | Add +192.9% | 28,809 | $5.5M |
| Delta Wealth Advisors LLC | 4.20% | Add +0.9% | 28,730 | $5.5M |
| Swiss Re Ltd. | 33.43% | New | 28,500 | $5.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +12.3% | 28,481 | $5.5M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -5.0% | 28,436 | $5.5M |
| Horizon Wealth Management, LLC | 0.79% | Add +3.8% | 28,203 | $5.4M |
| Empowered Funds, LLC | 0.03% | Reduce -2.6% | 28,119 | $5.4M |
| Steel Grove Capital Advisors, LLC | 0.57% | Add +17.1% | 28,105 | $5.4M |
| Caprock Group, LLC | 0.13% | Reduce -1.9% | 28,067 | $5.4M |
| Pinnacle Wealth Management Group, Inc. | 2.63% | Reduce -10.2% | 27,913 | $5.4M |
| Compass Capital Corp. /Ma/ | 1.92% | Reduce -2.2% | 26,245 | $5.4M |
| Kiley Juergens Wealth Management, LLC | 0.94% | Add +23.2% | 27,820 | $5.3M |
| Waycross Investment Management Co | 5.10% | Add +812.7% | 27,811 | $5.3M |
| Excalibur Management Corp. | 1.91% | Add +11.8% | 27,623 | $5.3M |
| Bison Wealth, LLC | 0.51% | Add +0.6% | 26,093 | $5.3M |
| Garner Asset Management Corp | 2.08% | Add +20.1% | 27,580 | $5.3M |
| RVW Wealth, LLC | 0.41% | Reduce -35.8% | 27,549 | $5.3M |
| Nvest Wealth Strategies, Inc. | 3.72% | Add +15.0% | 27,527 | $5.3M |
| Darrow Company, Inc. | 2.37% | Reduce -0.1% | 27,484 | $5.3M |
| Radnor Capital Management, LLC | 0.78% | Add +55.8% | 27,453 | $5.3M |
| Milestone Investment Advisors LLC | 1.27% | Add +1.1% | 27,437 | $5.3M |
| Royal Harbor Partners, LLC | 1.78% | New | 27,385 | $5.3M |
| AlTi Global, Inc. | 0.11% | Add +20.3% | 27,242 | $5.3M |
| Carret Asset Management, LLC | 0.51% | Add +9.6% | 27,369 | $5.3M |
| Steinberganna Wealth Management | 2.50% | Reduce -0.1% | 27,168 | $5.2M |
| Freedom Day Solutions, LLC | 1.40% | Add +18.5% | 27,158 | $5.2M |
| Romano Brothers and Company | 0.59% | Add +4.2% | 27,119 | $5.2M |
| Gambit Capital Management, LLC | 3.73% | New | 27,097 | $5.2M |
| Evoke Wealth, LLC | 0.10% | Add +8.7% | 27,013 | $5.2M |
| Sage Capital Management, LLC | 2.43% | Reduce -2.2% | 26,880 | $5.2M |
| Global Wealth Management, LLC | 2.81% | Reduce -2.0% | 26,883 | $5.2M |
| Beese Fulmer Investment Management, Inc. | 0.33% | Add +13.8% | 26,810 | $5.1M |
| Grange Capital, LLC | 5.12% | Add +0.3% | 26,780 | $5.1M |
| Meridian Investment Counsel Inc. | 1.22% | Add +0.8% | 26,759 | $5.1M |
| Genesis Private Wealth, LLC | 1.61% | Reduce -0.3% | 26,623 | $5.1M |
| Whitford Management LLC | 5.20% | New | 26,517 | $5.1M |
| Bauman Advisory Group, LLC | 3.55% | New | 26,402 | $5.1M |
| Lester Murray Antman dba SimplyRich | 1.28% | No change | 26,084 | $5.0M |
| Taylor & Morgan Wealth Management, LLC | 2.85% | Reduce -1.4% | 26,047 | $5.0M |
| Sunbelt Securities, Inc. | 0.31% | Add +7.8% | 25,916 | $5.0M |
| SMART Wealth LLC | 1.45% | Add +33.3% | 25,864 | $5.0M |
| O'ROURKE & COMPANY, Inc | 1.96% | Add +5.2% | 25,770 | $4.9M |
| Sterling Capital Management LLC | 0.09% | Add +569.2% | 25,719 | $4.9M |
| Krilogy Financial LLC | 0.16% | Reduce -5.5% | 24,590 | $4.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +187.6% | 25,741 | $4.9M |
| Moors & Cabot, Inc. | 0.21% | Reduce -2.6% | 25,620 | $4.9M |
| River Wealth Advisors LLC | 0.56% | New | 25,619 | $4.9M |
| Wedbush Securities Inc. | 0.14% | Add +33.1% | 25,610 | $4.9M |
| International Assets Investment Management, LLC | 0.34% | Add +8.2% | 25,432 | $4.9M |
| Market Street Wealth Management Advisors LLC | 0.77% | Reduce -0.6% | 25,489 | $4.9M |
| Modern Wealth Management, LLC | 0.08% | Reduce -7.9% | 25,390 | $4.9M |
| Catalina Capital Group, LLC | 2.97% | Add +4.1% | 25,243 | $4.8M |
| Verdence Capital Advisors LLC | 0.28% | Add +3.8% | 25,160 | $4.8M |
| Investment Advisory Services Inc. /TX | 1.53% | Add +1.9% | 25,065 | $4.8M |
| Standard Family Office LLC | 4.97% | New | 25,040 | $4.8M |
| AE Wealth Management LLC | 0.03% | Add +38.7% | 24,974 | $4.8M |
| Roundview Capital LLC | 0.30% | Add +1.1% | 24,970 | $4.8M |
| Strategy Asset Managers LLC | 0.78% | Add +1.2% | 24,863 | $4.8M |
| CVFG LLC | 0.59% | Add +4.9% | 24,738 | $4.7M |
| RMR Capital Management, LLC | 3.39% | Add +5.7% | 24,449 | $4.7M |
| Defined Wealth Management, LLC | 2.75% | Reduce -0.5% | 24,429 | $4.7M |
| Ascentis Independent Advisors | 0.35% | Add +190.4% | 24,425 | $4.7M |
| Credit Agricole S A | 0.02% | Reduce -3.1% | 24,366 | $4.7M |
| Wakefield Asset Management LLLP | 1.23% | Add +2.3% | 24,214 | $4.6M |
| Investment House LLC | 0.24% | Reduce -22.5% | 24,109 | $4.6M |
| Trueblood Wealth Management, LLC | 1.80% | Add +6.3% | 24,044 | $4.6M |
| Mountain Pacific Investment Advisers LLC | 0.79% | Add +4.5% | 24,043 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Add +11.5% | 24,502 | $4.6M |
| Bulltick Wealth Management, LLC | 1.02% | Reduce -21.1% | 23,994 | $4.6M |
| Raffa Wealth Management, LLC | 0.72% | Add +0.4% | 23,971 | $4.6M |
| Edmond DE Rothschild Holding S.A. | 0.07% | Add +23.0% | 23,939 | $4.6M |
| Evergreen Wealth Management, LLC | 2.34% | Add +33.9% | 23,649 | $4.5M |
| Maripau Wealth Management LLC | 1.99% | Add +8.2% | 23,537 | $4.5M |
| Inkwell Capital LLC | 4.61% | Reduce -21.8% | 23,525 | $4.5M |
| Cadent Capital Advisors, LLC | 1.19% | Reduce -67.7% | 23,453 | $4.5M |
| Cannell & Spears LLC | 0.09% | Reduce -3.8% | 23,425 | $4.5M |
| Sax Wealth Advisors, LLC | 0.22% | No change | 23,447 | $4.5M |
| Cannon Advisors, Inc. | 3.33% | Add +1.9% | 23,387 | $4.5M |
| Confluence Wealth Services, Inc. | 0.17% | Reduce -32.4% | 23,336 | $4.5M |
| Belpointe Asset Management LLC | 0.16% | Add +82.8% | 23,208 | $4.5M |
| CVS HEALTH Corp | 2.08% | New | 23,000 | $4.4M |
| Bailard, Inc. | 0.10% | Add +3.2% | 22,906 | $4.4M |
| SkyView Investment Advisors, LLC | 0.59% | Reduce -18.0% | 22,825 | $4.4M |
| Retireful, LLC | 6.16% | Reduce -48.0% | 22,799 | $4.4M |
| Fonville Wealth Management LLC | 0.83% | Reduce -1.7% | 22,753 | $4.4M |
| Ironsides Asset Advisors, LLC | 1.09% | Add +0.8% | 22,647 | $4.3M |
| Gator Capital Management, LLC | 0.93% | Add +0.1% | 22,601 | $4.3M |
| Alta Wealth Advisors LLC | 1.41% | Reduce -1.4% | 22,600 | $4.3M |
| Mgo One Seven LLC | 0.09% | Add +0.8% | 22,562 | $4.3M |
| Patten & Patten Inc. | 0.26% | Add +14.3% | 22,221 | $4.3M |
| Evolution Wealth Advisors, LLC | 0.43% | Add +14.7% | 22,106 | $4.2M |
| Atria Investments, Inc | 0.05% | Reduce -20.9% | 21,952 | $4.2M |
| Bessemer Group Inc. | 0.01% | Add +36.9% | 21,929 | $4.2M |
| Hilltop Holdings Inc. | 0.38% | Reduce -14.9% | 21,908 | $4.2M |
| Sunpointe, LLC | 1.38% | Reduce -8.4% | 21,894 | $4.2M |
| Wealth Enhancement Trust Services, Inc. | 0.51% | New | 21,811 | $4.2M |
| Costello Asset Management, INC | 1.44% | Reduce -0.7% | 21,668 | $4.2M |
| Hegarty Advisors, LLC | 3.28% | Reduce -16.8% | 21,660 | $4.2M |
| Equity Investment Corp. | 0.08% | Add +0.4% | 21,639 | $4.2M |
| GC Wealth Management RIA, LLC | 0.17% | Add +15.8% | 21,546 | $4.1M |
| Valmark Advisers, Inc. | 0.05% | Add +8.4% | 21,428 | $4.1M |
| Ceera Investments, LLC | 1.80% | Add +10.7% | 21,418 | $4.1M |
| Wick Capital Partners, LLC | 0.75% | Add +31.4% | 25,563 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +5.0% | 21,356 | $4.1M |
| Sheets Smith Wealth Management | 0.46% | Add +0.3% | 21,346 | $4.1M |
| Central Pacific Bank - Trust Division | 0.54% | Reduce -1.0% | 21,310 | $4.1M |
| Telos Capital Management, Inc. | 0.39% | Add +2.3% | 21,187 | $4.1M |
| Keystone Financial Group | 0.28% | Add +7.2% | 21,169 | $4.1M |
| Viawealth, LLC | 2.26% | Add +1.8% | 21,137 | $4.1M |
| River's Edge Wealth Management, LLC | 3.80% | Add +3.5% | 20,021 | $4.0M |
| KPP Advisory Services LLC | 0.59% | Add +2.0% | 21,034 | $4.0M |
| Access Financial Services, Inc. | 1.43% | Reduce -5.8% | 20,985 | $4.0M |
| Edgestream Partners, L.P. | 0.13% | Add +10.7% | 20,950 | $4.0M |
| Aspiriant, LLC | 0.11% | Add +16.3% | 20,936 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -1.1% | 20,820 | $4.0M |
| Benchmark Financial Wealth Advisors, LLC | 1.10% | Add +0.9% | 20,781 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -10.4% | 20,756 | $4.0M |
| Maltin Wealth Management, Inc. | 1.52% | Reduce -3.0% | 20,738 | $4.0M |
| Tranquilli Financial Advisor LLC | 2.31% | Reduce -4.3% | 20,596 | $4.0M |
| Kelleher Financial Advisors | 1.01% | Reduce -82.0% | 21,645 | $3.9M |
| Calamos Wealth Management LLC | 0.14% | No change | 20,431 | $3.9M |
| Calamos Advisors LLC | 0.02% | New | 20,431 | $3.9M |
| Shepherd Financial Partners LLC | 0.37% | Reduce -11.2% | 20,408 | $3.9M |
| GoalVest Advisory LLC | 0.76% | Add +10688.4% | 20,390 | $3.9M |
| Cowa, LLC | 1.14% | Add +7.7% | 20,351 | $3.9M |
| Legacy Capital Wealth Partners, LLC | 0.80% | New | 20,347 | $3.9M |
| Acorn Wealth Advisors, LLC | 1.14% | Reduce -6.7% | 20,308 | $3.9M |
| Second Line Capital, LLC | 0.74% | Reduce -74.8% | 19,112 | $3.9M |
| Meridian Financial Advisors, LLC | 2.12% | Reduce -3.5% | 20,245 | $3.9M |
| Lockheed Martin Investment Management Co. | 0.14% | No change | 20,000 | $3.8M |
| Amplius Wealth Advisors, LLC | 0.32% | Reduce -1.8% | 19,964 | $3.8M |
| LexAurum Advisors, LLC | 0.50% | — | 19,939 | $3.8M |
| First National Bank of Mount Dora, Trust Investment Services | 0.82% | No change | 19,827 | $3.8M |
| Tudor Investment Corporation | 0.02% | New | 19,807 | $3.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -10.8% | 19,780 | $3.8M |
| Battery Global Advisors, LLC | 2.04% | Add +179390.9% | 19,744 | $3.8M |
| Cambria Investment Management, L.P. | 0.21% | Reduce -10.4% | 19,701 | $3.8M |
| Nwam LLC | 0.22% | Reduce -1.8% | 19,668 | $3.8M |
| Prostatis Group LLC | 0.96% | Reduce -11.7% | 19,584 | $3.8M |
| Samalin Investment Counsel, LLC | 1.33% | Add +149.4% | 19,493 | $3.7M |
| Mosaic Financial Group, LLC | 2.65% | Add +0.1% | 19,456 | $3.7M |
| Jacobi Capital Management LLC | 0.21% | Reduce -2.0% | 19,363 | $3.7M |
| Bearing Point Capital, LLC | 0.58% | Reduce -17.6% | 19,177 | $3.7M |
| Global Financial Private Client, LLC | 1.20% | Add +9.3% | 19,159 | $3.7M |
| Strong Tower Advisory Services | 0.69% | Reduce -44.7% | 19,134 | $3.7M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -9.0% | 19,110 | $3.7M |
| Alexander Labrunerie & Co., Inc. | 1.38% | Add +16.3% | 19,025 | $3.7M |
| Shapiro Capital Management LLC | 0.23% | Reduce -74.3% | 19,025 | $3.7M |
| First PREMIER Bank | 0.84% | Reduce -3.5% | 18,990 | $3.6M |
| Marble Wealth, LLC | 0.63% | Reduce -51.6% | 18,807 | $3.6M |
| Financial Planning Hawaii, Inc. | 2.12% | Reduce -4.4% | 18,725 | $3.6M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +69.5% | 18,574 | $3.6M |
| Martel Wealth Advisors LLC | 0.61% | Add +2.5% | 18,568 | $3.6M |
| Regal Investment Advisors LLC | 0.20% | Add +7.9% | 18,478 | $3.5M |
| Stonebridge Financial Group, LLC | 0.29% | New | 18,475 | $3.5M |
| Investment Research Partners LLC | 1.44% | Add +9.6% | 18,457 | $3.5M |
| Verity Asset Management, Inc. | 1.48% | Reduce -0.6% | 18,433 | $3.5M |
| Mark Sheptoff Financial Planning, LLC | 1.86% | Add +9.5% | 17,322 | $3.5M |
| Wellspring Financial Advisors, LLC | 0.26% | Add +2.4% | 18,323 | $3.5M |
| Clear Creek Financial Management, LLC | 0.27% | Add +2.1% | 18,306 | $3.5M |
| Meridian Wealth Management, LLC | 0.12% | Add +36.9% | 18,293 | $3.5M |
| Oxbow Advisors, LLC | 0.30% | Reduce -21.5% | 18,209 | $3.5M |
| Lexington Hill Partners, LLC | 1.97% | Add +0.3% | 18,161 | $3.5M |
| McAlister, Sweet & Associates, Inc. | 2.17% | Reduce -53.9% | 18,142 | $3.5M |
| Keystone Global Partners, LLC | 1.55% | Add +136.5% | 18,048 | $3.5M |
| Wellington Shields Capital Management, LLC | 0.51% | Add +169.0% | 17,820 | $3.4M |
| Van Hulzen Asset Management, LLC | 0.25% | Add +1.5% | 17,746 | $3.4M |
| BostonPremier Wealth LLC | 1.75% | Add +5.1% | 17,667 | $3.4M |
| Private Client Services, LLC | 1.01% | Add +119.5% | 17,653 | $3.4M |
| Stegner Investment Associates Inc. | 1.85% | New | 17,631 | $3.4M |
| Advisors Preferred, LLC | 0.50% | Reduce -38.8% | 17,617 | $3.4M |
| Moore Capital Management, LP | 0.13% | Reduce -98.6% | 17,516 | $3.4M |
| Intellectus Partners, LLC | 0.68% | Add +9.6% | 17,370 | $3.3M |
| Retirement Planning Group, LLC | 0.10% | Add +245.8% | 17,343 | $3.3M |
| Ameraudi Asset Management, Inc. | 1.81% | Add +20.9% | 17,332 | $3.3M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Add +5.5% | 17,310 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +59.2% | 17,305 | $3.3M |
| Bigelow Investment Advisors, LLC | 1.33% | Add +16.6% | 17,297 | $3.3M |
| Kovack Advisors, Inc. | 0.18% | Add +30.5% | 17,243 | $3.3M |
| Williams Jones Wealth Management, LLC. | 0.04% | Add +4.5% | 17,235 | $3.3M |
| Jordan Park Group LLC | 0.18% | No change | 17,200 | $3.3M |
| Fort Sheridan Advisors LLC | 0.40% | New | 17,183 | $3.3M |
| Kelly Financial Group LLC | 0.83% | Reduce -2.2% | 17,110 | $3.3M |
| Lyell Wealth Management, LP | 0.24% | Add +6.1% | 17,000 | $3.3M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.7% | 16,099 | $3.3M |
| Lord & Richards Wealth Management, LLC | 2.85% | Add +4.0% | 16,924 | $3.2M |
| Atlas Wealth LLC | 1.29% | Reduce -9.4% | 16,860 | $3.2M |
| Fortis Capital Advisors, LLC | 0.42% | Add +86.9% | 16,855 | $3.2M |
| Aprio Wealth Management, LLC | 0.18% | Add +6.4% | 16,811 | $3.2M |
| Rehmann Capital Advisory Group | 0.17% | Add +47.9% | 16,788 | $3.2M |
| Advisory Research Inc. | 0.39% | Add +5.8% | 16,405 | $3.1M |
| WCG Wealth Advisors LLC | 0.09% | New | 16,348 | $3.1M |
| Wingate Wealth Advisors, Inc. | 1.68% | Add +26.2% | 16,345 | $3.1M |
| Fourth Dimension Wealth, LLC | 1.18% | Add +11.6% | 16,270 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -27.4% | 16,267 | $3.1M |
| Boston Partners | 0.00% | No change | 12,208 | $3.1M |
| TPG Advisors LLC | 1.94% | Add +22.9% | 16,204 | $3.1M |
| Perryman Financial Advisory Inc. | 0.47% | Add +2.9% | 16,192 | $3.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.32% | Add +5.2% | 16,176 | $3.1M |
| Chilton Investment Co. Inc. | 0.07% | Add +28.1% | 16,138 | $3.1M |
| Madison Wealth Partners, Inc | 0.49% | Reduce -1.5% | 16,116 | $3.1M |
| SlateStone Wealth, LLC | 0.25% | Add +9.2% | 16,079 | $3.1M |
| Bouchey Financial Group, Ltd. | 0.23% | Reduce -3.2% | 15,579 | $3.1M |
| Brightwater Advisory LLC | 2.02% | Reduce -1.6% | 15,897 | $3.1M |
| Graetz Wealth LLC | 2.71% | New | 15,795 | $3.0M |
| Madrid Wealth Management, LLC | 2.28% | Add +0.5% | 15,759 | $3.0M |
| Spinnaker Trust | 0.17% | Add +22.3% | 15,686 | $3.0M |
| Koss-Olinger Consulting, LLC | 0.25% | Reduce -14.7% | 15,666 | $3.0M |
| Aureus Asset Management, LLC | 0.20% | New | 15,617 | $3.0M |
| Rothschild Wealth LLC | 0.27% | Add +2.7% | 15,580 | $3.0M |
| SteelPeak Wealth, LLC | 0.09% | Add +190.4% | 15,559 | $3.0M |
| PFG Advisors | 0.15% | Add +70.2% | 15,529 | $3.0M |
| Private Trust Co. NA | 0.27% | Add +1.9% | 15,502 | $3.0M |
| Penobscot Investment Management Company, Inc. | 0.23% | Add +137.7% | 15,494 | $3.0M |
| GEM Asset Management, LLC | 1.31% | Add +0.3% | 15,477 | $3.0M |
| WBH Advisory Inc. | 0.22% | New | 15,401 | $3.0M |
| Alpha Omega Wealth Management LLC | 0.48% | Reduce -0.3% | 15,434 | $3.0M |
| EFG International AG | 0.06% | Add +6.5% | 15,421 | $3.0M |
| Stillwater Private Wealth, LLC | 2.50% | — | 15,402 | $3.0M |
| Delos Wealth Advisors, LLC | 1.69% | Add +4.1% | 15,364 | $2.9M |
| Roger Wittlin Investment Advisory, LLC | 2.41% | Reduce -5.0% | 15,355 | $2.9M |
| Counterweight Ventures, LLC | 1.65% | Reduce -1.4% | 15,344 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +18.7% | 15,292 | $2.9M |
| Farmers National Bank | 0.64% | Add +2.5% | 15,233 | $2.9M |
| Drexel Morgan & Co. | 0.43% | No change | 15,215 | $2.9M |
| Capital Analysts, LLC | 0.08% | Reduce -1.7% | 15,183 | $2.9M |
| Baker Ellis Asset Management LLC | 0.35% | Reduce -6.2% | 15,185 | $2.9M |
| Cushing Capital Partners, LLC | 2.23% | Reduce -5.1% | 15,148 | $2.9M |
| BCS Private Wealth Management, Inc. | 0.88% | Add +18.3% | 15,094 | $2.9M |
| Roman Butler Fullerton & Co. | 0.80% | Add +7.3% | 14,590 | $2.9M |
| Godshalk Welsh Capital Management, Inc. | 1.67% | Add +3.0% | 15,019 | $2.9M |
| Birinyi Associates Inc. | 0.78% | New | 14,944 | $2.9M |
| Regions Financial Corp. | 0.02% | Add +68.8% | 14,920 | $2.9M |
| Kennicott Capital Management LLC | 1.56% | Reduce -27.5% | 14,908 | $2.9M |
| Sincerus Advisory, LLC | 2.16% | Add +6.8% | 14,869 | $2.9M |
| Cordoba Advisory Partners LLC | 0.79% | Reduce -26.2% | 14,857 | $2.9M |
| Wesbanco Bank Inc. | 0.08% | Add +8.8% | 14,747 | $2.8M |
| Whittier Trust Co. | 0.03% | Add +11.9% | 14,574 | $2.8M |
| Greenland Capital Management LP | 0.65% | Add +258.8% | 14,699 | $2.8M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -6.5% | 14,676 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +13.6% | 14,663 | $2.8M |
| American Capital Advisory, LLC | 1.14% | Reduce -0.3% | 14,636 | $2.8M |
| Tandem Investment Partners LLC | 2.38% | Add +1.0% | 14,625 | $2.8M |
| Natixis | 0.01% | Add +40.9% | 14,548 | $2.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.18% | Reduce -26.9% | 14,466 | $2.8M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Add +20.5% | 14,461 | $2.8M |
| Fiduciary Alliance LLC | 0.17% | Add +6.5% | 13,868 | $2.8M |
| Smith Chas P & Associates Pa Cpas | 0.15% | Reduce -0.1% | 14,403 | $2.8M |
| Marco Investment Management LLC | 0.21% | Reduce -1.8% | 14,388 | $2.8M |
| Blue Capital, Inc. | 1.80% | New | 14,333 | $2.8M |
| Ridgepath Capital Management LLC | 1.37% | New | 14,329 | $2.8M |
| Davis R M Inc. | 0.05% | Add +1.9% | 14,312 | $2.7M |
| Destination Wealth Management | 0.07% | Add +309.2% | 14,256 | $2.7M |
| Ticino Wealth | 0.95% | Reduce -3.8% | 12,567 | $2.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 14,223 | $2.7M |
| Kestra Investment Management, LLC | 0.05% | Add +9.2% | 14,191 | $2.7M |
| Governors Lane LP | 0.34% | New | 14,178 | $2.7M |
| Meadow Creek Wealth Advisors LLC | 1.75% | Reduce -0.8% | 14,085 | $2.7M |
| Purkiss Capital Advisors LLC | 1.18% | Add +14.9% | 14,008 | $2.7M |
| First National Trust Co | 0.09% | Add +6.8% | 13,995 | $2.7M |
| NWF Advisory Services Inc. | 0.30% | Add +32.9% | 13,956 | $2.7M |
| Epiq Partners, LLC | 1.28% | Add +0.7% | 13,860 | $2.7M |
| Francis Financial, Inc. | 0.49% | Add +0.3% | 13,859 | $2.7M |
| Soundwatch Capital LLC | 0.33% | No change | 13,819 | $2.7M |
| HBK Sorce Advisory LLC | 0.05% | Add +5.9% | 12,991 | $2.7M |
| Cornerstone Wealth Group, LLC | 0.17% | Reduce -1.3% | 13,088 | $2.7M |
| Centaurus Financial, Inc. | 0.13% | Add +9.5% | 13,793 | $2.6M |
| Inscription Capital, LLC | 0.28% | Add +25.8% | 13,718 | $2.6M |
| Fearless Solutions, LLC dba Best Invest | 1.59% | Add +0.5% | 13,699 | $2.6M |
| Brighton Jones LLC | 0.06% | New | 13,626 | $2.6M |
| Klingman & Associates, LLC | 0.13% | No change | 13,603 | $2.6M |
| Quantbot Technologies LP | 0.11% | New | 13,603 | $2.6M |
| Tower Bridge Advisors | 0.25% | New | 13,596 | $2.6M |
| WASHINGTON TRUST Co | 0.09% | Add +6.2% | 13,587 | $2.6M |
| Burns J W & Co. Inc. | 0.30% | Add +1.9% | 13,575 | $2.6M |
| Sowell Financial Services LLC | 0.10% | Reduce -3.4% | 13,533 | $2.6M |
| Greenwich Wealth Management LLC | 0.11% | Reduce -1.1% | 13,508 | $2.6M |
| Riverbend Wealth Management, LLC | 1.60% | Add +5.5% | 13,436 | $2.6M |
| Schrum Private Wealth Management LLC | 1.96% | Reduce -0.8% | 13,399 | $2.6M |
| Avail Investment Partners, LLC | 2.72% | — | 13,294 | $2.6M |
| XTX Topco Ltd | 0.04% | Add +28.9% | 13,280 | $2.5M |
| Crescent Grove Advisors, LLC | 0.25% | Add +183.3% | 13,268 | $2.5M |
| Waterford Advisors, LLC | 0.81% | Reduce -1.0% | 13,526 | $2.5M |
| Fiduciary Group, LLC | 0.22% | Add +2.7% | 13,239 | $2.5M |
| Silver Oak Securities, Incorporated | 0.18% | Reduce -52.7% | 13,179 | $2.5M |
| First National Bank of Omaha | 0.08% | Add +2.7% | 13,366 | $2.5M |
| Invst, LLC | 0.29% | Add +358.6% | 13,157 | $2.5M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +20.1% | 13,018 | $2.5M |
| PCG Wealth Advisors, LLC | 0.64% | Add +64.1% | 13,105 | $2.5M |
| Commerce Advisors, LLC | 2.11% | — | 13,099 | $2.5M |
| Visionary Horizons, LLC | 1.24% | Reduce -21.9% | 13,094 | $2.5M |
| Arrowroot Family Office, LLC | 0.83% | Add +123.8% | 13,084 | $2.5M |
| Shrier Wealth Management, LLC | 0.92% | Reduce -2.1% | 13,030 | $2.5M |
| Tudor Financial Inc. | 1.27% | Add +1.2% | 12,945 | $2.5M |
| Valued Retirements, Inc. | 2.42% | Add +3.2% | 12,919 | $2.5M |
| Laraway Financial Advisors Inc | 1.74% | Reduce -0.7% | 12,898 | $2.5M |
| Private Advisory Group LLC | 0.17% | Add +17.1% | 12,868 | $2.5M |
| Ciovacco Capital Management LLC | 1.43% | Reduce -1.2% | 12,808 | $2.5M |
| Hyposwiss Advisors SA | 2.42% | No change | 12,745 | $2.4M |
| Biondo Investment Advisors, LLC | 0.31% | Add +5.5% | 12,722 | $2.4M |
| Hourglass Capital, LLC | 0.50% | New | 12,620 | $2.4M |
| REDW Wealth LLC | 0.96% | Reduce -21.6% | 12,595 | $2.4M |
| Old National Bancorp | 0.04% | Add +9.8% | 12,562 | $2.4M |
| Welch Capital Partners LLC | 0.54% | No change | 12,488 | $2.4M |
| Meridian Wealth Advisors, LLC | 0.32% | No change | 12,486 | $2.4M |
| Cape Ann Savings Bank | 1.20% | No change | 12,475 | $2.4M |
| Weil Company, Inc. | 0.54% | Reduce -26.0% | 12,474 | $2.4M |
| Creative Financial Designs Inc. | 0.14% | Add +56.9% | 12,416 | $2.4M |
| Lionsbridge Wealth Management LLC | 2.38% | Reduce -27.1% | 12,357 | $2.4M |
| CoreFirst Bank & Trust | 1.26% | Add +8.8% | 12,357 | $2.4M |
| Moneco Advisors, LLC | 0.18% | Reduce -5.3% | 12,343 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Add +4.8% | 12,272 | $2.4M |
| Saxony Capital Management, LLC | 1.36% | Add +46.5% | 12,191 | $2.3M |
| Western Wealth Management, LLC | 0.09% | Add +27.1% | 12,188 | $2.3M |
| Financial Solutions Advisory Group, Inc. | 0.32% | — | 12,186 | $2.3M |
| AssuredPartners Investment Advisors, LLC | 0.25% | Add +25.2% | 12,034 | $2.3M |
| Pension & Wealth Management Advisors, Inc. | 0.69% | Add +0.1% | 12,132 | $2.3M |
| Strategic Financial Concepts, LLC | 0.57% | New | 12,129 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +12.0% | 12,116 | $2.3M |
| Milestone Asset Management Group, LLC | 1.36% | Add +4.4% | 12,086 | $2.3M |
| OMNI 360 Wealth, Inc. | 1.20% | Add +4.7% | 12,078 | $2.3M |
| Banta Asset Management LP | 2.33% | Add +39.8% | 12,075 | $2.3M |
| Fortune Financial Advisors, LLC | 1.18% | Reduce -3.3% | 12,032 | $2.3M |
| BTC Capital Management, Inc. | 0.16% | No change | 12,000 | $2.3M |
| Moss Adams Wealth Advisors LLC | 0.17% | Reduce -75.0% | 11,962 | $2.3M |
| Delta Investment Management, LLC | 0.41% | Add +14.2% | 11,933 | $2.3M |
| Farnam Financial LLC | 1.88% | Add +0.0% | 11,901 | $2.3M |
| Tripletail Wealth Management, LLC | 3.11% | Add +9.2% | 11,822 | $2.3M |
| MTM Investment Management, LLC | 0.72% | Add +0.1% | 11,883 | $2.3M |
| Triangle Securities Wealth Management | 0.52% | Add +1.3% | 11,880 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.51% | Add +0.5% | 11,865 | $2.3M |
| Exit Wealth Advisors, LLC. | 1.17% | Add +90.9% | 11,865 | $2.3M |
| Savant Capital, LLC | 0.01% | Add +9.0% | 11,803 | $2.3M |
| Dodds Wealth, LLC | 0.55% | Add +0.0% | 11,760 | $2.3M |
| CORDA Investment Management, LLC. | 0.16% | Add +37.1% | 11,744 | $2.3M |
| BOK Financial Private Wealth, Inc. | 0.14% | Reduce -1.0% | 11,743 | $2.3M |
| Astra Wealth Partners LLC | 1.41% | Add +33.8% | 11,663 | $2.2M |
| BKM Wealth Management, LLC | 0.82% | Add +0.1% | 11,659 | $2.2M |
| Tranquility Partners, LLC | 0.84% | Add +0.6% | 12,218 | $2.2M |
| SevenBridge Financial Group, LLC | 0.35% | Reduce -78.2% | 10,971 | $2.2M |
| Greykasell Wealth Strategies, Inc. | 0.89% | Add +0.0% | 11,553 | $2.2M |
| Factorial Partners, LLC | 1.60% | Reduce -43.4% | 11,500 | $2.2M |
| KWB Wealth | 0.22% | No change | 11,500 | $2.2M |
| Asset Allocation & Management Company, LLC | 0.82% | No change | 11,468 | $2.2M |
| Root Financial Partners, LLC | 0.10% | Add +0.9% | 11,412 | $2.2M |
| Outlook Wealth Advisors, LLC | 0.53% | Add +0.3% | 11,411 | $2.2M |
| LGL Partners, LLC | 0.90% | Add +0.4% | 11,406 | $2.2M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -2.4% | 11,363 | $2.2M |
| Horizon Bancorp Inc. | 1.04% | New | 11,280 | $2.2M |
| Provident Wealth Management, LLC | 0.65% | Reduce -5.1% | 11,271 | $2.2M |
| Compass Wealth Management, LLC | 0.92% | Reduce -1.8% | 11,239 | $2.2M |
| PW Nova Financial Services LLC | 0.58% | Add +16.3% | 11,182 | $2.1M |
| Parisi Gray Wealth Management | 0.51% | Add +8.9% | 11,164 | $2.1M |
| NovaPoint Capital, LLC | 0.54% | Add +0.2% | 11,141 | $2.1M |
| EagleClaw Capital Managment, LLC | 0.30% | Add +9.7% | 11,140 | $2.1M |
| Peak Planning Group, LLC | 0.59% | Reduce -18.7% | 11,137 | $2.1M |
| Beacon Financial Advisory LLC | 0.48% | Add +15.8% | 11,122 | $2.1M |
| Hudson Oak Wealth Advisory LLC | 1.85% | Add +39.2% | 11,112 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.14% | Reduce -0.8% | 11,087 | $2.1M |
| Net Worth Advisory Group | 0.44% | Reduce -2.1% | 11,024 | $2.1M |
| Towle & Co. | 0.82% | New | 11,021 | $2.1M |
| Ardsley Advisory Partners LP | 0.32% | New | 11,000 | $2.1M |
| Heritage Wealth Management, Inc. | 1.04% | Add +25.3% | 10,992 | $2.1M |
| Everest Private Wealth | 1.06% | Add +0.0% | 10,866 | $2.1M |
| ASL Financial, LLC | 1.67% | Reduce -0.7% | 10,863 | $2.1M |
| AlphaStar Capital Management, LLC | 0.15% | Add +12.8% | 10,757 | $2.1M |
| Charis Legacy Partners, LLC | 3.01% | Reduce -10.0% | 10,731 | $2.1M |
| Lanark Financial, Inc. | 0.15% | Add +0.4% | 10,720 | $2.1M |
| Creekside Partners | 0.84% | Add +2.6% | 10,676 | $2.0M |
| TFR Capital, LLC. | 0.63% | Reduce -6.0% | 10,651 | $2.0M |
| Exchange Traded Concepts, LLC | 0.02% | Add +48.7% | 10,551 | $2.0M |
| WESPAC Advisors, LLC | 1.11% | Add +27.1% | 10,528 | $2.0M |
| Victrix Investment Advisors | 0.73% | Add +0.1% | 10,449 | $2.0M |
| Monument Capital Management | 0.50% | Reduce -0.1% | 10,435 | $2.0M |
| Novare Capital Management LLC | 0.16% | Add +749.5% | 10,432 | $2.0M |
| Evolve Private Wealth, LLC | 0.11% | Add +0.3% | 10,402 | $2.0M |
| Atlantic Union Bankshares Corp | 0.04% | Add +14.0% | 10,347 | $2.0M |
| Cahill Financial Advisors Inc. | 0.21% | Reduce -1.7% | 10,323 | $2.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.12% | Reduce -1.7% | 10,311 | $2.0M |
| MJP Associates Inc. | 0.24% | Add +0.3% | 10,304 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Add +0.1% | 10,276 | $2.0M |
| American Alpha Advisors, LLC | 1.15% | Reduce -13.6% | 10,259 | $2.0M |
| Afg Fiduciary Services Limited Partnership | 1.15% | Add +0.4% | 10,082 | $2.0M |
| Guyasuta Investment Advisors Inc. | 0.11% | Reduce -13.8% | 10,171 | $2.0M |
| Wedmont Private Capital | 0.06% | Add +318.5% | 9,844 | $1.9M |
| Trilogy Capital Inc. | 0.09% | Add +0.4% | 10,121 | $1.9M |
| Principal Securities, Inc. | 0.03% | Add +7.1% | 10,096 | $1.9M |
| Brindle & Bay Financial Advisors, LLC | 1.19% | Add +6.8% | 10,083 | $1.9M |
| Independent Solutions Wealth Management, LLC | 0.28% | New | 9,982 | $1.9M |
| Hobbs Group Advisors, LLC | 0.57% | Reduce -0.1% | 9,978 | $1.9M |
| St. Louis Trust Co | 0.22% | No change | 9,972 | $1.9M |
| Avestar Capital, LLC | 0.13% | Add +3.4% | 9,949 | $1.9M |
| First Merchants Corp. | 0.07% | Reduce -6.5% | 9,912 | $1.9M |
| Hollencrest Capital Management | 0.07% | Add +25.1% | 9,909 | $1.9M |
| Highlander Partners, L.P. | 0.74% | No change | 9,900 | $1.9M |
| UMB Bank, n.a. | 0.03% | No change | 9,899 | $1.9M |
| Gilbert Capital Group, Inc. | 1.47% | Reduce -0.2% | 9,888 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +48.1% | 9,868 | $1.9M |
| Cypress Capital Group | 0.21% | Add +4.4% | 9,845 | $1.9M |
| Osborne Partners Capital Management, LLC | 0.10% | Reduce -14.5% | 9,760 | $1.9M |
| Focused Alpha, LLC | 0.58% | Add +0.4% | 9,749 | $1.9M |
| NCM Capital Management, LLC | 0.67% | Add +0.1% | 9,746 | $1.9M |
| Rooted Wealth Advisors, Inc. | 0.49% | Add +21.1% | 9,173 | $1.9M |
| Indivisible Partners | 0.17% | Add +10.7% | 9,732 | $1.9M |
| Talon Private Wealth, LLC | 0.25% | — | 9,719 | $1.9M |
| PFG Investments, LLC | 0.09% | Add +11.5% | 9,696 | $1.9M |
| Vigilare Wealth Management | 0.63% | Reduce -86.6% | 9,690 | $1.9M |
| Keystone Wealth Services, LLC | 0.40% | Reduce -26.6% | 9,673 | $1.9M |
| Perennial Advisors, LLC | 0.32% | New | 9,641 | $1.9M |
| Signaturefd, LLC | 0.03% | Add +13.6% | 9,635 | $1.8M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.63% | Add +7.4% | 9,614 | $1.8M |
| Copia Wealth Management | 1.26% | Add +836.8% | 9,546 | $1.8M |
| Moody LYNN Lieberson & Walker, LLC | 0.10% | Add +4.9% | 9,532 | $1.8M |
| American Investment Services, Inc. | 0.41% | No change | 9,522 | $1.8M |
| Second Half Financial Partners, LLC | 0.82% | Add +14.9% | 9,443 | $1.8M |
| Axis Wealth Partners, LLC | 0.96% | Add +5.0% | 9,435 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +110.8% | 9,409 | $1.8M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -2.2% | 9,393 | $1.8M |
| ProVise Management Group, LLC | 0.13% | Add +3.8% | 9,384 | $1.8M |
| J. Safra Sarasin Holding AG | 0.03% | New | 9,381 | $1.8M |
| Deltec Asset Management LLC | 0.33% | No change | 9,317 | $1.8M |
| Macroview Investment Management LLC | 1.25% | Add +3.0% | 9,301 | $1.8M |
| Grove Bank & Trust | 0.20% | Reduce -0.3% | 9,238 | $1.8M |
| Red Door Wealth Management, LLC | 0.18% | Add +403.4% | 9,208 | $1.8M |
| JT Stratford LLC | 0.23% | Add +62.4% | 9,189 | $1.8M |
| Elm3 Financial Group, LLC | 1.49% | Add +333.1% | 9,185 | $1.8M |
| Conservest Capital Advisors, Inc. | 0.16% | Reduce -21.6% | 9,132 | $1.8M |
| Eddie Patel Inc | 1.35% | New | 9,132 | $1.8M |
| Manske Wealth Management | 0.49% | Reduce -1.1% | 9,106 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +3.0% | 9,080 | $1.7M |
| Balentine LLC | 0.07% | No change | 9,076 | $1.7M |
| Pinion Investment Advisors, LLC | 0.41% | New | 9,062 | $1.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.29% | Reduce -11.8% | 9,040 | $1.7M |
| Bantamac Capital, LLC | 1.26% | No change | 9,025 | $1.7M |
| Renasant Bank | 1.22% | Reduce -35.8% | 9,012 | $1.7M |
| Argent Trust Co | 0.06% | Add +6.3% | 9,011 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +5.9% | 9,006 | $1.7M |
| RDA Financial Network | 0.43% | Add +30.9% | 8,866 | $1.7M |
| Fort Point Capital Partners LLC | 0.22% | Reduce -54.1% | 8,814 | $1.7M |
| Smithfield Trust Co | 0.07% | Add +90.7% | 8,808 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.19% | No change | 8,800 | $1.7M |
| Magnolia Capital Advisors LLC | 0.33% | Add +31.5% | 8,756 | $1.7M |
| Fidelis Capital Partners, LLC | 0.12% | New | 8,745 | $1.7M |
| Nvwm, LLC | 0.37% | Add +61.9% | 8,740 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -5.7% | 8,700 | $1.7M |
| Madison Asset Management, LLC | 0.02% | Add +94.3% | 8,699 | $1.7M |
| Verger Capital Management LLC | 0.49% | Add +0.4% | 8,698 | $1.7M |
| Midwest Trust Co | 0.02% | Reduce -0.8% | 8,670 | $1.7M |
| Seelaus Asset Management LLC | 1.21% | Add +15.4% | 8,826 | $1.7M |
| Boston Trust Walden Corp | 0.01% | Add +81.0% | 8,604 | $1.7M |
| Silverlake Wealth Management LLC | 0.35% | Add +45.6% | 8,587 | $1.6M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -1.9% | 8,555 | $1.6M |
| Prairiewood Capital, LLC | 0.47% | No change | 8,478 | $1.6M |
| Atticus Wealth Management, LLC | 0.44% | Reduce -5.4% | 8,458 | $1.6M |
| Strathmore Capital Advisors, Inc. | 0.46% | Add +11.7% | 8,008 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +192.5% | 8,423 | $1.6M |
| Tyche Wealth Partners LLC | 0.25% | Add +115.0% | 8,404 | $1.6M |
| Evergreen Capital Management LLC | 0.04% | Add +2.5% | 8,396 | $1.6M |
| Trail Ridge Investment Advisors, LLC | 0.70% | Add +1.3% | 8,365 | $1.6M |
| Independent Wealth Advisors LLC | 1.58% | Add +11.4% | 8,359 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -13.3% | 8,357 | $1.6M |
| McCarter Private Wealth Services LLC | 0.69% | Reduce -14.5% | 8,315 | $1.6M |
| Leigh Baldwin & Co., LLC | 1.03% | Add +79.2% | 8,297 | $1.6M |
| Berkshire Asset Management LLC | 0.07% | No change | 8,293 | $1.6M |
| Israel Discount Bank of New York | 3.47% | Reduce -10.0% | 8,239 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Reduce -9.8% | 8,211 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -5.8% | 8,198 | $1.6M |
| Forum Finance Group S.A. | 0.85% | — | 10,190 | $1.6M |
| Tsfg, LLC | 0.24% | Reduce -43.3% | 8,185 | $1.6M |
| Beaton Management Co. Inc. | 0.70% | No change | 8,174 | $1.6M |
| Patten Group, Inc. | 0.27% | Reduce -1.6% | 8,171 | $1.6M |
| Sendero Wealth Management, LLC | 0.17% | No change | 8,164 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +31.4% | 8,158 | $1.6M |
| Noble Wealth Management PBC | 0.80% | Reduce -0.5% | 8,147 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.42% | Add +0.1% | 8,139 | $1.6M |
| GSG Advisors LLC | 0.41% | Add +62.4% | 8,137 | $1.6M |
| Rainier Family Wealth Inc. | 1.05% | Add +93.6% | 8,124 | $1.6M |
| Advyzon Investment Management, LLC | 0.14% | Add +34.1% | 8,103 | $1.6M |
| Salomon & Ludwin, LLC | 0.14% | Add +0.8% | 8,024 | $1.5M |
| Bluesphere Advisors LLC | 0.55% | Add +79.5% | 8,071 | $1.5M |
| North Star Investment Management Corp. | 0.09% | Add +0.0% | 8,064 | $1.5M |
| Ritholtz Wealth Management | 0.03% | Add +44.7% | 8,061 | $1.5M |
| Herbst Group, LLC | 0.95% | New | 8,033 | $1.5M |
| Peak Retirement Planning, Inc. | 0.31% | Add +16.3% | 8,026 | $1.5M |
| Am Investment Strategies LLC | 0.34% | Add +16.3% | 8,025 | $1.5M |
| Cypress Asset Management Inc. | 0.36% | Reduce -6.1% | 8,018 | $1.5M |
| Topsail Wealth Management, LLC | 0.23% | Add +5.0% | 8,017 | $1.5M |
| Anchyra Partners LLC | 0.46% | Add +14.3% | 7,972 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -0.7% | 7,944 | $1.5M |
| Legacy Wealth Management, LLC / MS | 0.43% | Add +20.2% | 7,889 | $1.5M |
| Kintra Wealth, LLC | 0.11% | Add +548.2% | 7,889 | $1.5M |
| 360 Financial, Inc. | 0.45% | Add +0.5% | 7,860 | $1.5M |
| Archford Capital Strategies, LLC | 0.17% | Reduce -4.3% | 7,844 | $1.5M |
| Solstein Capital, LLC | 0.61% | Add +7629.7% | 7,807 | $1.5M |
| Atwater Malick LLC | 0.40% | Add +62.0% | 7,727 | $1.5M |
| D.B. Root & Company, LLC | 0.35% | Add +0.5% | 7,712 | $1.5M |
| Obermeyer Wealth Partners | 0.07% | Add +1.7% | 7,711 | $1.5M |
| Abound Financial, LLC | 0.65% | Reduce -5.6% | 7,705 | $1.5M |
| YANKCOM Partnership | 0.61% | No change | 7,700 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.16% | Add +6.6% | 7,694 | $1.5M |
| Oakmont Advisory Group, LLC | 1.50% | Reduce -59.2% | 7,657 | $1.5M |
| Ardent Capital Management, Inc. | 0.63% | No change | 7,655 | $1.5M |
| Professional Advisory Services Inc. | 0.18% | Add +6.8% | 7,655 | $1.5M |
| Periscope Capital Inc. | 0.27% | New | 7,650 | $1.5M |
| Perennial Investment Advisors, LLC | 0.12% | Add +43.7% | 7,608 | $1.5M |
| Oliver Luxxe Assets LLC | 0.22% | Add +1.5% | 7,597 | $1.5M |
| Vertex Planning Partners, LLC | 0.28% | Add +10.7% | 7,552 | $1.4M |
| Gilman Hill Asset Management, LLC | 0.22% | Reduce -2.1% | 7,506 | $1.4M |
| Capital Management Associates | 2.39% | No change | 7,500 | $1.4M |
| Flagstar Securities, Inc. | 0.52% | Reduce -6.9% | 7,480 | $1.4M |
| August Group Capital Ltd | 1.67% | Reduce -0.5% | 7,478 | $1.4M |
| Blue Chip Partners, LLC | 0.10% | Reduce -4.8% | 7,452 | $1.4M |
| Covenant Asset Management, LLC | 0.29% | Add +5.3% | 7,443 | $1.4M |
| SageView Advisory Group, LLC | 0.05% | Add +7.4% | 7,420 | $1.4M |
| Dupree Financial Group, LLC | 0.57% | Reduce -4.2% | 7,400 | $1.4M |
| Lazard Freres Gestion S.A.S. | 0.03% | New | 7,400 | $1.4M |
| Fifth Third Securities, Inc. | 0.09% | Add +61.1% | 7,368 | $1.4M |
| Callan Family Office, LLC | 0.03% | Add +21.0% | 7,348 | $1.4M |
| Taylor Securities Services, Inc. | 0.66% | Add +149.8% | 7,324 | $1.4M |
| Legacy Private Trust Co. | 0.09% | Reduce -58.0% | 7,318 | $1.4M |
| Mather Group, Llc. | 0.01% | Reduce -7.5% | 7,231 | $1.4M |
| Investment Planning Advisors, Inc. | 0.38% | Reduce -91.1% | 7,192 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +8.1% | 7,191 | $1.4M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -1.5% | 7,184 | $1.4M |
| Sharp Wealth Advisory, LLC | 0.68% | Add +5.8% | 7,177 | $1.4M |
| Curry Webb Wealth Management LLC | 0.65% | Reduce -18.9% | 7,131 | $1.4M |
| Barrett & Company, Inc. | 0.47% | Add +8.4% | 7,090 | $1.4M |
| LOM Asset Management Ltd | 0.39% | No change | 7,040 | $1.4M |
| PKS Advisory Services, LLC | 0.31% | Reduce -21.8% | 7,008 | $1.3M |
| Darwin Wealth Management, LLC | 0.42% | Reduce -7.6% | 7,007 | $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 |
| Turning Point Benefit Group, Inc. | 0.85% | Reduce -55.7% | 6,844 | $1.3M |
| Farmers Trust Co. | 0.21% | Add +91.5% | 6,912 | $1.3M |
| Simplicity Wealth,LLC | 0.08% | Reduce -9.6% | 6,911 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +55.5% | 6,908 | $1.3M |
| Madden Advisory Services, Inc. | 0.52% | Reduce -4.4% | 6,871 | $1.3M |
| Gentry Private Wealth, LLC | 0.79% | New | 6,809 | $1.3M |
| Ballast Rock Private Wealth LLC | 0.72% | Add +0.8% | 6,800 | $1.3M |
| Independence Bank of Kentucky | 0.17% | Reduce -0.3% | 6,789 | $1.3M |
| Compound Planning, Inc. | 0.04% | Reduce -43.2% | 6,782 | $1.3M |
| Jmac Enterprises LLC | 0.25% | Add +6.4% | 6,779 | $1.3M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +14.4% | 6,773 | $1.3M |
| Quadcap Wealth Management, LLC | 0.15% | Add +0.1% | 6,738 | $1.3M |
| Xcelsior Advisor Partners LLC | 0.49% | Add +4.1% | 6,738 | $1.3M |
| Madison Park Capital Advisors, LLC | 1.02% | Add +0.1% | 6,730 | $1.3M |
| KCM Investment Advisors LLC | 0.04% | Add +10.1% | 6,724 | $1.3M |
| Intellus Advisors LLC | 0.18% | Add +3.6% | 6,722 | $1.3M |
| Zhang Financial LLC | 0.04% | Add +182.2% | 6,713 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | Add +0.1% | 6,708 | $1.3M |
| Insight Advisors, LLC/ PA | 0.24% | Add +1.5% | 6,693 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +241.9% | 6,685 | $1.3M |
| Seeds Investor LLC | 0.17% | New | 6,417 | $1.3M |
| DV Trading LLC | 0.12% | Reduce -19.2% | 6,674 | $1.3M |
| Professional Financial Advisors, LLC | 0.26% | New | 6,654 | $1.3M |
| Worth Asset Management, LLC | 0.47% | New | 6,615 | $1.3M |
| Syverson Strege & Co | 0.30% | No change | 6,597 | $1.3M |
| Evermay Wealth Management LLC | 0.14% | Reduce -2.5% | 6,592 | $1.3M |
| Shepherd Kaplan Krochuk, LLC | 1.06% | Add +30.6% | 6,581 | $1.3M |
| Highland Capital Management, LLC | 0.07% | Reduce -62.5% | 6,572 | $1.3M |
| Dudley Capital Management, LLC | 0.55% | No change | 6,544 | $1.3M |
| First City Capital Management, Inc. | 0.66% | Add +25.2% | 6,536 | $1.3M |
| PAX Financial Group, LLC | 0.21% | New | 6,523 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -1.3% | 6,507 | $1.2M |
| Charter Research & Investment Group, Inc. | 0.83% | Reduce -0.6% | 6,507 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.13% | No change | 6,493 | $1.2M |
| Waddell & Associates, LLC | 0.07% | Add +1.6% | 6,491 | $1.2M |
| Clifford Swan Investment Counsel LLC | 0.04% | Reduce -20.0% | 6,490 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +444.0% | 6,474 | $1.2M |
| Coordinated Financial Services, Inc. | 0.73% | Reduce -3.0% | 6,471 | $1.2M |
| Financial Advisory Corp | 0.17% | No change | 6,453 | $1.2M |
| Marshall Financial Group, LLC | 0.20% | Reduce -24.1% | 6,452 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.34% | Add +3.1% | 6,439 | $1.2M |
| Opulen Financial Group LLC | 0.86% | Add +2.3% | 6,402 | $1.2M |
| Cornerstone Advisory, LLC | 0.12% | Add +32.9% | 6,394 | $1.2M |
| TFB Advisors LLC | 0.64% | Add +14.3% | 6,389 | $1.2M |
| JGP Wealth Management, LLC | 0.13% | Reduce -1.2% | 6,358 | $1.2M |
| Forum Financial Management, LP | 0.02% | Add +1.1% | 6,335 | $1.2M |
| Wellington-Altus USA Inc. | 0.72% | Add +2127.3% | 5,702 | $1.2M |
| Mycio Wealth Partners, LLC | 0.24% | No change | 6,290 | $1.2M |
| HHM Wealth Advisors, LLC | 0.14% | Add +0.6% | 6,275 | $1.2M |
| MMBG Investment Advisors Co. | 0.11% | Add +35.8% | 6,266 | $1.2M |
| Lathrop Investment Management Co. | 0.22% | Add +4.5% | 6,256 | $1.2M |
| Trust Co. of Toledo NA | 0.11% | Add +3.4% | 6,253 | $1.2M |
| Ocean Park Asset Management, LLC | 0.07% | Reduce -12.3% | 6,216 | $1.2M |
| Palumbo Wealth Management LLC | 0.29% | New | 6,208 | $1.2M |
| Aries Wealth Management | 0.26% | Add +2.5% | 6,158 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Reduce -23.9% | 6,119 | $1.2M |
| Giverny Capital | 0.04% | New | 6,105 | $1.2M |
| Sentry LLC | 0.37% | No change | 6,098 | $1.2M |
| Summit Wealth Partners, LLC | 0.19% | Add +12.8% | 6,097 | $1.2M |
| Sharkey, Howes & Javer | 0.16% | Reduce -6.0% | 6,096 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +240.1% | 6,094 | $1.2M |
| Perkins Coie Trust Co | 0.22% | No change | 6,083 | $1.2M |
| Colorado Capital Management, Inc. | 0.43% | Reduce -0.1% | 6,069 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +274.3% | 6,052 | $1.2M |
| Carrera Capital Advisors | 0.18% | Reduce -0.9% | 6,038 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | No change | 6,020 | $1.2M |
| Avant Capital LLC | 0.81% | Reduce -8.9% | 6,015 | $1.2M |
| Nicolet Bankshares Inc. | 0.04% | Add +30.4% | 6,013 | $1.2M |
| Bawa N Mallick Trust | 0.47% | Reduce -20.2% | 6,000 | $1.2M |
| XY Planning Network, Inc. | 0.18% | Add +13.1% | 5,966 | $1.1M |
| IFS Group,LLC | 1.02% | — | 5,982 | $1.1M |
| Retirement Investment Advisors, Inc. | 0.09% | No change | 5,980 | $1.1M |
| Sovran Advisors, LLC | 0.09% | Add +19.3% | 5,629 | $1.1M |
| SeaBridge Investment Advisors LLC | 0.19% | Reduce -91.6% | 5,965 | $1.1M |
| Yarger Wealth Strategies, LLC | 0.46% | Add +0.4% | 5,963 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Reduce -8.5% | 5,923 | $1.1M |
| Phraction Management LLC | 0.31% | Add +0.7% | 5,896 | $1.1M |
| JMG Financial Group, Ltd. | 0.03% | No change | 5,877 | $1.1M |
| Chemistry Wealth Management LLC | 0.20% | Reduce -1.5% | 5,852 | $1.1M |
| Benedict Financial Advisors Inc. | 0.23% | New | 5,836 | $1.1M |
| Certuity, LLC | 0.07% | Reduce -56.3% | 5,828 | $1.1M |
| Chicago Capital, LLC | 0.03% | New | 5,825 | $1.1M |
| Burling Wealth Partners, LLC | 0.18% | Add +0.3% | 5,794 | $1.1M |
| Culbertson A N & Co. Inc. | 0.14% | Add +7.4% | 5,770 | $1.1M |
| Howard Capital Management Group, LLC | 0.07% | No change | 5,767 | $1.1M |
| Hassell Wealth Management, LLC | 0.37% | No change | 5,759 | $1.1M |
| Park Square Financial Group, LLC | 8.38% | Reduce -20.6% | 5,753 | $1.1M |
| Rossmore Private Capital | 0.10% | Reduce -17.3% | 5,745 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.19% | Reduce -2.6% | 5,738 | $1.1M |
| CCG Wealth Management, LLC | 0.30% | New | 5,735 | $1.1M |
| Everett Harris & Co. | 0.01% | Add +5.8% | 5,708 | $1.1M |
| Advisors Management Group Inc. | 0.20% | Add +4.7% | 5,701 | $1.1M |
| Grandfield & Dodd, LLC | 0.06% | Reduce -0.8% | 5,691 | $1.1M |
| Twelve Points Wealth Management LLC | 0.24% | Add +2.6% | 5,691 | $1.1M |
| Pictet North America Advisors SA | 0.11% | No change | 5,690 | $1.1M |
| Mascagni Wealth Management, Inc. | 0.77% | Reduce -6.5% | 5,665 | $1.1M |
| Diligent Investors, LLC | 0.27% | Add +4.5% | 5,634 | $1.1M |
| Grantvest Financial Group LLC | 0.70% | Add +0.9% | 5,623 | $1.1M |
| Boothe Investment Group, Inc. | 0.35% | Reduce -1.1% | 5,617 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 5,617 | $1.1M |
| Becker Capital Management Inc. | 0.03% | No change | 5,609 | $1.1M |
| Trinity Wealth Management, LLC | 0.40% | Add +38.6% | 5,608 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.70% | Reduce -30.3% | 5,596 | $1.1M |
| Abbot Financial Management, Inc. | 0.46% | Add +3.2% | 5,588 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -7.3% | 5,565 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.6% | 5,565 | $1.1M |
| Flagship Private Wealth, LLC | 0.43% | Reduce -20.1% | 5,549 | $1.1M |
| HT Partners LLC | 0.32% | Add +0.2% | 5,532 | $1.1M |
| Goodman Financial Corp | 0.18% | Reduce -11.2% | 5,522 | $1.1M |
| Baldwin Investment Management, LLC | 0.12% | Reduce -0.6% | 5,505 | $1.1M |
| Hartree Partners, LP | 0.23% | New | 5,500 | $1.1M |
| Elevation Wealth Partners, LLC | 0.38% | Add +34.4% | 5,483 | $1.1M |
| Autumn Glory Partners, LLC | 0.39% | Reduce -1.9% | 5,471 | $1.0M |
| IFG Advisors, LLC | 0.17% | Add +67.3% | 5,437 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +1.5% | 5,421 | $1.0M |
| Correct Capital Wealth Management | 0.19% | No change | 5,419 | $1.0M |
| Cambridge Associates LLC /Ma/ | 0.02% | No change | 5,412 | $1.0M |
| Platform Technology Partners | 0.20% | Reduce -31.1% | 5,406 | $1.0M |
| Mairs & Power Inc. | 0.01% | New | 5,385 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +193.9% | 5,384 | $1.0M |
| Abound Wealth Management | 0.23% | Add +14.5% | 5,335 | $1.0M |
| Atlas Brown,Inc. | 0.31% | Add +0.1% | 5,335 | $1.0M |
| Foguth Wealth Management, LLC. | 0.12% | Add +20.3% | 4,870 | $1.0M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +5.2% | 5,030 | $1.0M |
| High Point Wealth Management, LLC | 1.00% | Reduce -12.2% | 5,283 | $1.0M |
| Cascade Financial Partners, LLC | 0.10% | Reduce -5.5% | 5,279 | $1.0M |
| Cambridge Advisors Inc. | 0.20% | Add +0.2% | 5,274 | $1.0M |
| GAMMA Investing LLC | 0.05% | Add +11.1% | 5,272 | $1.0M |
| Truepoint, Inc. | 0.02% | New | 5,237 | $1.0M |
| Harbor Advisory Corp. | 0.30% | No change | 5,205 | $999K |
| Invested Advisors | 1.00% | Add +16.0% | 5,163 | $991K |
| Odyssey Capital Advisors, Inc. | 0.89% | Reduce -1.0% | 5,161 | $990K |
| Apollon Financial, LLC | 0.14% | Add +110.4% | 5,155 | $989K |
| Lafayette Investments, Inc. | 0.20% | Add +12.6% | 5,146 | $988K |
| Mma Asset Management LLC | 0.35% | Add +9.8% | 5,131 | $985K |
| Massachusetts Wealth Management | 0.43% | Add +6.4% | 5,131 | $985K |
| Private Wealth Advisors, LLC | 0.28% | Add +43.6% | 5,130 | $985K |
| Rockland Trust Co. | 0.04% | New | 5,104 | $980K |
| Gen-Wealth Partners Inc | 0.31% | Reduce -0.2% | 5,100 | $979K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.19% | Reduce -21.1% | 5,099 | $979K |
| Clientfirst Wealth Management, LLC | 0.83% | No change | 5,096 | $978K |
| Segment Wealth Management, LLC | 0.06% | Reduce -11.6% | 5,094 | $978K |
| Private Wealth Asset Management, LLC | 0.10% | No change | 5,085 | $976K |
| Wealth Advisors of Tampa Bay, LLC | 0.32% | Add +0.0% | 5,058 | $971K |
| Keebeck Wealth Management | 0.11% | Reduce -33.4% | 5,056 | $970K |
| Royal Capital Wealth Management, LLC | 0.60% | Add +56.7% | 5,045 | $968K |
| Vise Technologies, Inc. | 0.02% | No change | 5,051 | $968K |
| Adkins Seale Capital Management LLC | 0.95% | No change | 5,040 | $967K |
| Wealthspire Retirement, LLC | 0.06% | No change | 5,036 | $966K |
| Crewe Advisors LLC | 0.08% | Add +47.5% | 5,014 | $962K |
| Global Endowment Management, LP | 0.11% | No change | 5,000 | $960K |
| Lighthouse Investment Partners, LLC | 0.04% | No change | 5,000 | $960K |
| Old North State Trust, LLC | 0.57% | No change | 4,985 | $957K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +3.5% | 4,954 | $951K |
| Mizuho Markets Americas LLC | 0.03% | New | 4,950 | $950K |
| Game Plan Financial Advisors, LLC | 0.44% | Add +223.0% | 4,936 | $947K |
| Thrive Capital Management, LLC | 0.21% | Add +11.6% | 4,922 | $945K |
| Arcus Capital Partners, LLC | 0.34% | Add +1.8% | 4,913 | $943K |
| Zions Bancorporation, National Association | 0.06% | No change | 4,900 | $940K |
| Pasadena Private Wealth, LLC | 0.13% | No change | 4,890 | $938K |
| Toth Financial Advisory Corp. | 0.10% | Reduce -17.4% | 4,889 | $938K |
| Intrua Financial, LLC | 0.10% | Reduce -4.5% | 4,886 | $938K |
| Caliber Wealth Management, LLC / KS | 0.10% | Add +1.9% | 4,879 | $936K |
| Ted Buchan & Co | 0.34% | Reduce -2.4% | 4,868 | $934K |
| Keudell/Morrison Wealth Management | 0.19% | Add +6.0% | 4,859 | $933K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.5% | 4,854 | $932K |
| Addison Capital Co | 0.17% | Add +135.4% | 4,855 | $931K |
| Cooksen Wealth, LLC | 0.68% | Add +0.6% | 4,851 | $931K |
| BIP Wealth, LLC | 0.04% | Add +263.9% | 4,825 | $926K |
| Monte Financial Group, LLC | 0.33% | Add +18.6% | 4,822 | $925K |
| Cambridge Capital Management, LLC | 0.40% | Reduce -1.3% | 4,784 | $918K |
| Summit Financial Wealth Advisors, LLC | 0.13% | Add +40.2% | 4,783 | $918K |
| Cathy Pareto & Associates, Inc. | 0.62% | Add +2.9% | 4,780 | $918K |
| Disciplined Investors, L.L.C. | 0.55% | Reduce -1.9% | 4,775 | $916K |
| Chesley Taft & Associates LLC | 0.04% | Add +51.3% | 4,760 | $914K |
| Banque Pictet & Cie SA | 0.01% | No change | 4,755 | $913K |
| HORAN Wealth, LLC | 0.09% | Reduce -0.2% | 4,760 | $912K |
| Bay Capital Advisors, LLC | 0.56% | Reduce -8.3% | 4,732 | $908K |
| Van Den Berg Management I, Inc. | 0.21% | Reduce -1.9% | 4,732 | $908K |
| Bfsg, LLC | 0.09% | Add +19.2% | 4,712 | $904K |
| IKE Capital, LLC | 0.51% | Reduce -7.8% | 4,710 | $904K |
| J.Safra Asset Management Corp | 0.05% | Reduce -5.3% | 4,700 | $902K |
| Innovative Asset Advisors Group, LLC | 0.52% | — | 4,696 | $901K |
| Monarch Capital Management Inc. | 0.22% | Reduce -17.1% | 4,692 | $900K |
| Marshall & Sterling Wealth Advisors Inc. | 0.59% | Reduce -34.4% | 4,685 | $899K |
| Sandbox Financial Partners, LLC | 0.25% | Reduce -0.9% | 4,683 | $899K |
| Runnymede Capital Advisors, Inc. | 0.77% | New | 4,676 | $897K |
| Boston Research & Management Inc. | 0.21% | Reduce -26.4% | 4,648 | $892K |
| FFG Partners, LLC | 0.35% | New | 4,646 | $892K |
| Cedar Wealth Management, LLC | 0.26% | No change | 4,639 | $890K |
| Shoker Investment Counsel, Inc. | 0.26% | Add +0.1% | 4,607 | $884K |
| Obsidian Cio, LLC | 0.79% | Add +50866.7% | 4,587 | $880K |
| Associated Banc-Corp | 0.02% | Add +18.6% | 4,577 | $878K |
| Townsend Asset Management Corp. /NC/ | 0.32% | Reduce -1.0% | 4,577 | $878K |
| Advanced Asset Management Advisors Inc | 0.24% | Add +74.3% | 4,541 | $872K |
| Comprehensive Financial Planning, Inc. | 0.60% | Add +5.7% | 4,521 | $868K |
| Duncker Streett & Co. Inc. | 0.16% | Add +135.0% | 4,491 | $862K |
| Allie Family Office LLC | 0.38% | No change | 4,485 | $861K |
| Sfmg, LLC | 0.06% | Add +0.4% | 4,460 | $856K |
| Loudon Investment Management, LLC | 0.46% | Add +17.6% | 4,454 | $855K |
| CSM Advisors, LLC | 0.02% | No change | 4,450 | $854K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.35% | Add +14.4% | 4,447 | $854K |
| Founders Financial Alliance, LLC | 0.15% | Add +27.5% | 4,424 | $849K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 4,405 | $845K |
| Crestwood Advisors Group, LLC | 0.01% | Add +66.6% | 4,399 | $844K |
| Seamount Financial Group Inc. | 0.38% | New | 4,392 | $843K |
| Sfm, LLC | 0.51% | Add +1.4% | 4,390 | $843K |
| Key Client Fiduciary Advisors, LLC | 0.29% | Reduce -2.5% | 4,388 | $842K |
| Principle Wealth Partners LLC | 0.05% | Add +48.8% | 4,377 | $840K |
| Austin Asset Management Co Inc | 0.14% | Reduce -1.8% | 4,371 | $839K |
| Quartz Partners, LLC | 0.32% | New | 4,359 | $837K |
| West Bancorporation Inc. | 0.42% | Add +75.6% | 4,347 | $834K |
| Allen Capital Group, LLC | 0.07% | Add +62.7% | 4,339 | $833K |
| Greystone Financial Group, LLC | 0.24% | Add +252.4% | 4,331 | $831K |
| Canvas Wealth Advisors, LLC | 0.14% | Reduce -1.0% | 4,323 | $830K |
| Members Wealth LLC | 0.50% | Add +3.0% | 4,097 | $829K |
| Greenwood Capital Associates LLC | 0.09% | New | 4,318 | $829K |
| Ehrlich Financial Group | 0.47% | Reduce -7.0% | 4,295 | $824K |
| Friedenthal Financial | 0.41% | New | 4,250 | $816K |
| Tilia Fiduciary Partners, Inc. | 0.45% | Add +11.1% | 4,247 | $815K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -12.9% | 4,246 | $815K |
| 6th Street Advisors, LLC | 0.51% | — | 4,191 | $804K |
| ICW Investment Advisors LLC | 0.29% | Add +17.4% | 4,182 | $803K |
| CDM Financial Counseling Services, Inc. | 0.76% | Add +40.6% | 4,158 | $798K |
| Briggs Wealth Management, Inc | 0.85% | No change | 4,154 | $797K |
| Panoramic Investment Advisors, LLC | 0.43% | Add +21.8% | 4,136 | $794K |
| Ankerstar Wealth, LLC | 0.84% | Add +199.6% | 4,134 | $793K |
| Collective Family Office LLC | 0.18% | Reduce -4.4% | 4,133 | $793K |
| TBH Global Asset Management, LLC | 0.16% | New | 4,122 | $791K |
| Wealth Alliance, LLC | 0.08% | Add +0.9% | 4,112 | $789K |
| Innova Wealth Partners | 0.37% | Add +218.5% | 4,105 | $788K |
| Retirement Planning Co of New England, Inc. | 0.32% | Add +4.8% | 4,095 | $786K |
| Ascent Advisors, LLC | 1.44% | — | 4,090 | $785K |
| Morton Capital Management LLC | 0.12% | No change | 4,090 | $785K |
| Rench Wealth Management, Inc. | 0.24% | Add +0.4% | 4,089 | $785K |
| Glenview Trust Co | 0.01% | Reduce -8.6% | 4,084 | $784K |
| Register Financial Advisors LLC | 0.29% | Add +3.3% | 4,074 | $782K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +8.7% | 4,062 | $780K |
| Brown Wealth Management, LLC | 0.20% | New | 4,058 | $779K |
| Vista Investment Management | 0.26% | Add +4.7% | 4,056 | $778K |
| Assetmark, Inc. | 0.00% | Add +7.8% | 4,056 | $778K |
| Aspire Growth Partners LLC | 0.53% | Add +4.3% | 4,041 | $775K |
| USA Financial Formulas | 0.15% | New | 4,037 | $775K |
| Westside Investment Management, Inc. | 0.12% | Add +4.7% | 4,033 | $774K |
| HBW Advisory Services LLC | 0.08% | Reduce -23.7% | 3,999 | $768K |
| AtlasMark Financial, Inc | 0.49% | No change | 4,000 | $766K |
| Fiscal Wisdom Wealth Management, LLC | 0.74% | Reduce -2.2% | 3,992 | $766K |
| Bridgelight Financial Advisors, Inc. | 0.65% | Reduce -12.8% | 3,991 | $766K |
| Conscious Wealth Investments, LLC | 0.43% | No change | 3,823 | $764K |
| Cora Capital Advisors LLC | 0.25% | Add +0.0% | 3,971 | $762K |
| Journey Advisory Group, LLC | 0.07% | Reduce -2.2% | 3,959 | $760K |
| VectorGlobal IAG, Inc. | 0.20% | — | 3,941 | $756K |
| Dale Q Rice Investment Management Ltd | 0.57% | Reduce -3.1% | 3,928 | $754K |
| Tennessee Valley Asset Management Partners | 0.10% | Reduce -1.8% | 3,927 | $754K |
| Richmond Investment Services, LLC | 0.12% | Add +23.6% | 3,924 | $753K |
| Pinnacle Bancorp, Inc. | 0.22% | Add +36.2% | 3,915 | $751K |
| Lavelle Capital LP | 0.47% | Reduce -27.2% | 3,911 | $751K |
| Inlet Private Wealth, LLC | 0.19% | Add +4.6% | 3,901 | $749K |
| TSG Advice Partners, LLC | 0.11% | Reduce -2.7% | 3,895 | $748K |
| Prepared Retirement Institute LLC | 0.37% | Reduce -0.8% | 3,891 | $747K |
| Rhodes Investment Advisors Inc. | 0.64% | Add +1.1% | 3,886 | $746K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +14.6% | 3,881 | $745K |
| Chicago Wealth Management, Inc. | 0.30% | Reduce -0.1% | 3,870 | $743K |
| Brooklyn Investment Group | 0.02% | Add +49.7% | 3,867 | $742K |
| Winebrenner Capital Management LLC | 0.48% | Add +3.9% | 3,861 | $741K |
| Capitol Family Office, Inc. | 0.87% | No change | 3,865 | $740K |
| LongView Wealth Management | 0.19% | Add +12.5% | 3,708 | $740K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | Reduce -77.7% | 3,851 | $739K |
| Main Street Financial Solutions, LLC | 0.05% | Add +201.7% | 3,846 | $738K |
| Del-Sette Capital Management, LLC | 0.44% | Reduce -32.2% | 3,838 | $737K |
| Stokes Family Office, LLC | 0.08% | No change | 3,830 | $735K |
| BNC Wealth Management, LLC | 0.20% | New | 3,823 | $734K |
| Wealthgarden F.S. LLC | 0.50% | New | 3,820 | $733K |
| Up Strategic Wealth Investment Advisors LLC | 0.46% | Reduce -36.5% | 3,601 | $733K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -10.5% | 3,656 | $733K |
| Spirepoint Private Client, LLC | 0.07% | Add +160.1% | 3,802 | $730K |
| 3Chopt Investment Partners, LLC | 0.17% | No change | 3,799 | $729K |
| Cardinal Point Capital Management ULC | 0.04% | New | 3,786 | $727K |
| Arrien Investments, Inc. | 0.39% | Add +10.9% | 3,766 | $723K |
| Melfa Wealth Management, Inc. | 0.41% | Add +5.0% | 3,755 | $721K |
| Inspire Advisors, LLC | 0.06% | Add +6.0% | 3,753 | $720K |
| GW&K Investment Management, LLC | 0.01% | New | 3,750 | $720K |
| McLaughlin Asset Management, Inc. | 0.69% | Add +0.4% | 3,751 | $720K |
| Meriwether Wealth & Planning, LLC | 0.39% | Reduce -6.3% | 3,750 | $720K |
| WealthTrust Axiom LLC | 0.18% | Reduce -4.5% | 3,742 | $718K |
| Dover Advisors, LLC | 0.30% | Add +4.1% | 3,736 | $717K |
| Personal Cfo Solutions, LLC | 0.10% | Add +2.6% | 3,733 | $717K |
| Harmony Asset Management LLC | 0.22% | No change | 3,729 | $716K |
| WNY Asset Management, LLC | 0.07% | — | 3,718 | $714K |
| Duncan Williams Asset Management, LLC | 0.20% | Reduce -0.0% | 3,704 | $711K |
| Legacy Advisors, LLC | 0.08% | Add +35.0% | 3,703 | $711K |
| Allianz Asset Management GmbH | 0.00% | New | 3,700 | $710K |
| Mission Creek Capital Partners, Inc. | 0.14% | Add +10.3% | 3,698 | $710K |
| Balboa Wealth Partners | 0.12% | Add +79.2% | 3,678 | $706K |
| Spreng Capital Management, Inc. | 0.33% | Reduce -13.7% | 3,676 | $705K |
| FourThought Financial Partners, LLC | 0.06% | Add +4.4% | 3,670 | $704K |
| Serenus Wealth Advisors, LLC | 0.14% | Reduce -3.4% | 3,660 | $702K |
| Essex Bank | 0.16% | Reduce -2.7% | 3,656 | $702K |
| PCG Asset Management, LLC | 0.56% | Add +7.1% | 3,647 | $700K |
| Saxon Interests, Inc. | 0.24% | Add +8.4% | 3,637 | $698K |
| Valor Advisors LLC | 0.58% | No change | 3,619 | $693K |
| Hudson Value Partners, LLC | 0.21% | No change | 3,609 | $693K |
| Red Crane Wealth Management, LLC | 0.57% | Reduce -0.4% | 3,609 | $693K |
| Pennington Partners & Co., LLC | 0.24% | Add +113.3% | 3,604 | $692K |
| TrinityBridge Ltd | 0.02% | No change | 3,600 | $691K |
| Tenon Financial LLC | 0.27% | No change | 3,598 | $691K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.31% | Reduce -36.2% | 3,592 | $689K |
| SwitchPoint Financial Planning, LLC | 0.47% | No change | 3,587 | $688K |
| Cura Wealth Advisors, LLC | 0.31% | Add +0.2% | 3,586 | $688K |
| Legacy Financial Strategies, LLC | 0.12% | Reduce -1.0% | 3,554 | $682K |
| Brandywine Oak Private Wealth LLC | 0.06% | Add +0.8% | 3,552 | $682K |
| YHB Investment Advisors, Inc. | 0.05% | Add +3.6% | 3,547 | $681K |
| Flaharty Asset Management, LLC | 0.08% | Add +0.9% | 3,535 | $678K |
| Alterna Wealth Management, Inc. | 0.51% | Reduce -30.9% | 3,521 | $676K |
| Horizons Wealth Management | 0.45% | No change | 3,519 | $675K |
| Mirador Capital Partners LP | 0.10% | Add +8.1% | 3,519 | $675K |
| Argent Advisors, Inc. | 0.18% | Reduce -34.4% | 3,486 | $669K |
| Parkway Wealth Management Group, LLC | 0.08% | Add +0.4% | 3,377 | $669K |
| Sequent Planning LLC | 0.16% | Reduce -5.0% | 3,485 | $669K |
| Ignite Planners, LLC | 0.10% | Add +0.8% | 3,485 | $669K |
| Bienville Capital Management, LLC | 0.13% | Add +5.9% | 3,481 | $668K |
| Montz Harcus Wealth Management LLC | 0.27% | Add +17.3% | 3,480 | $668K |
| Live Oak Private Wealth LLC | 0.09% | Add +1.2% | 3,453 | $663K |
| Strategic Blueprint, LLC | 0.04% | Add +128.8% | 3,451 | $662K |
| Hartford Financial Management Inc. | 0.17% | Reduce -10.5% | 3,450 | $662K |
| KDT Advisors, LLC | 1.05% | New | 3,450 | $662K |
| Rubicon Advisors, GP | 0.59% | No change | 3,447 | $662K |
| Capital Asset Advisory Services LLC | 0.03% | Add +57.9% | 3,228 | $658K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +7.2% | 3,426 | $658K |
| Capstone Wealth Management Group LLC | 0.40% | Add +2.7% | 3,423 | $657K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -0.0% | 3,417 | $656K |
| Heritage Wealth Advisors | 0.03% | Reduce -75.8% | 3,403 | $653K |
| Brendel Financial Advisors LLC | 0.32% | Add +183.0% | 3,388 | $650K |
| Maia Wealth LLC | 0.11% | Reduce -0.1% | 3,361 | $645K |
| Ascentis Wealth Management, LLC | 0.14% | Add +99.6% | 3,359 | $645K |
| Cordant, Inc. | 0.26% | New | 3,353 | $644K |
| Berger Financial Group, Inc | 0.04% | Add +39.4% | 3,347 | $642K |
| Integrity Alliance, Llc. | 0.02% | Reduce -29.3% | 3,335 | $640K |
| WFA of San Diego, LLC | 0.51% | Reduce -9.6% | 3,314 | $636K |
| Opal Wealth Advisors, LLC | 0.14% | Reduce -11.0% | 3,314 | $636K |
| Q3 Asset Management | 0.15% | New | 3,315 | $636K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +4.3% | 3,312 | $636K |
| Braun Stacey Associates Inc. | 0.02% | No change | 3,311 | $635K |
| Schnieders Capital Management, Llc. | 0.10% | No change | 3,308 | $635K |
| HUB Investment Partners, LLC | 0.02% | Add +3.3% | 3,307 | $635K |
| Larson Financial Group LLC | 0.02% | Reduce -5.1% | 3,306 | $634K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,226 | $634K |
| TruWealth Advisors, LLC | 0.03% | Add +0.1% | 3,305 | $634K |
| CWA Asset Management Group, LLC | 0.02% | No change | 3,292 | $632K |
| Parkside Financial Bank & Trust | 0.05% | No change | 3,273 | $628K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +19.8% | 3,265 | $627K |
| KFA Private Wealth Group, LLC | 0.15% | Add +13.0% | 3,260 | $626K |
| Nicholson Wealth Management Group, LLC | 0.36% | No change | 3,249 | $624K |
| Fusion Capital, LLC | 0.17% | Add +3.5% | 3,245 | $623K |
| waypoint wealth counsel | 0.32% | Reduce -0.9% | 3,235 | $621K |
| Granite Group Advisors, LLC | 0.37% | Reduce -0.3% | 3,203 | $620K |
| Orcam Financial Group | 0.44% | No change | 3,214 | $617K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.25% | Add +109.0% | 3,211 | $616K |
| Penobscot Wealth Management | 0.18% | Reduce -1.2% | 3,210 | $616K |
| Wealth Architects, LLC | 0.05% | Add +1.1% | 3,198 | $614K |
| Tritonpoint Wealth, LLC | 0.07% | Add +51.6% | 3,187 | $612K |
| Claro Advisors Inc. | 0.07% | New | 3,182 | $611K |
| Lionshead Wealth Management, LLC | 0.45% | No change | 3,178 | $610K |
| Voisard Asset Management Group, Inc. | 0.13% | Reduce -18.5% | 3,168 | $608K |
| Prosperity Consulting Group, LLC | 0.03% | Add +11.2% | 3,167 | $608K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 2,989 | $607K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,157 | $606K |
| Rosenberg Matthew Hamilton | 0.12% | Reduce -0.8% | 3,128 | $600K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -1.2% | 3,124 | $600K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -8.6% | 3,118 | $598K |
| Financial Sense Advisors, Inc. | 0.14% | New | 3,115 | $598K |
| Betterment LLC | 0.00% | Reduce -2.6% | 3,112 | $597K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.35% | No change | 3,107 | $596K |
| Hamilton Wealth, LLC | 0.12% | New | 3,105 | $596K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | No change | 3,103 | $596K |
| Mathes Company, Inc. | 0.22% | No change | 3,100 | $595K |
| Endeavor Private Wealth, Inc. | 0.17% | Reduce -33.7% | 3,091 | $593K |
| Ledyard National Bank | 0.05% | New | 3,090 | $593K |
| Lee Financial Co | 0.08% | No change | 3,086 | $592K |
| Independence Financial Advisors, LLC | 0.18% | Add +3.8% | 3,085 | $592K |
| Howe & Rusling Inc. | 0.04% | Add +295.3% | 3,079 | $591K |
| Hengehold Capital Management LLC | 0.05% | Reduce -8.1% | 3,079 | $591K |
| Independent Wealth Network Inc. | 0.18% | New | 3,074 | $590K |
| Jessup Wealth Management, Inc | 0.21% | No change | 3,068 | $589K |
| Sterling Financial Planning, Inc. | 0.17% | Reduce -0.7% | 3,066 | $588K |
| Advance Capital Management, Inc. | 0.02% | Reduce -4.0% | 3,065 | $588K |
| Palisade Capital Management, LP | 0.02% | New | 3,061 | $587K |
| MinichMacGregor Wealth Management, LLC | 0.10% | Reduce -0.5% | 3,050 | $585K |
| 1ST Source Bank | 0.03% | No change | 3,037 | $583K |
| Wealth Dimensions Group, Ltd. | 0.11% | Reduce -3.1% | 3,036 | $583K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +85.8% | 3,032 | $582K |
| Purpose Unlimited Inc. | 0.02% | Add +529.0% | 3,032 | $582K |
| Investment Partners, LTD. | 0.21% | No change | 3,031 | $582K |
| Storgate, LLC | 0.46% | Add +37.5% | 3,027 | $581K |
| Beck Bode, LLC | 0.10% | Reduce -22.5% | 3,017 | $579K |
| T. Rowe Price Associates Inc. | 0.00% | New | 3,014 | $579K |
| Weaver Consulting Group | 0.14% | Reduce -24.3% | 3,002 | $576K |
| Birmingham Capital Management Co. Inc. | 0.24% | No change | 3,000 | $576K |
| Webster Bank, N. A. | 0.05% | No change | 3,001 | $576K |
| Bank Pictet & Cie (Europe) AG | 0.01% | New | 3,000 | $576K |
| Point72 Asset Management | 0.00% | Reduce -71.7% | 3,000 | $576K |
| MKT Advisors LLC | 0.19% | No change | 2,959 | $573K |
| Forty-three Eighteen Advisors, LLC | 0.43% | Add +19.4% | 2,973 | $571K |
| Capital Advisors Inc. | 0.01% | Add +0.0% | 2,965 | $569K |
| LCNB Corp. | 0.19% | Reduce -15.3% | 2,948 | $566K |
| Davidson Trust Co. | 0.24% | New | 2,947 | $566K |
| Coldstream Capital Management Inc. | 0.01% | Add +100.8% | 2,922 | $561K |
| Sage Capital Advisors,llc | 0.13% | Reduce -3.5% | 2,920 | $560K |
| Apella Capital, LLC | 0.01% | Add +57.4% | 2,745 | $558K |
| Hixon Zuercher, LLC | 0.17% | No change | 2,904 | $557K |
| Banco BTG Pactual S.A. | 0.11% | New | 2,900 | $557K |
| Weaver Capital Management LLC | 0.12% | Reduce -2.9% | 2,889 | $554K |
| North Capital, Inc. | 0.47% | Reduce -3.1% | 2,886 | $554K |
| Mission Wealth Management, LP | 0.01% | No change | 2,871 | $551K |
| RMR Wealth Builders | 0.04% | Add +25.0% | 2,867 | $550K |
| National Wealth Management Group, LLC | 0.20% | Add +117.5% | 2,864 | $550K |
| Asset Advisory Group, Inc. | 0.28% | Add +13.1% | 2,861 | $549K |
| Sound Income Strategies, LLC | 0.03% | Add +6.0% | 2,838 | $546K |
| LRI Investments, LLC | 0.05% | Add +314.9% | 2,846 | $546K |
| Unconventional Investor, LLC | 0.26% | Reduce -24.3% | 2,838 | $545K |
| Verus Capital Partners, LLC | 0.04% | Add +0.3% | 2,836 | $544K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -28.6% | 2,826 | $542K |
| Fisher Asset Management | 0.00% | Reduce -28.9% | 2,825 | $542K |
| Murphy & Mullick Capital Management Corp | 0.40% | Add +1181.8% | 2,820 | $541K |
| Capital Investment Counsel, Inc | 0.07% | No change | 2,816 | $540K |
| Claris Financial LLC | 0.30% | Add +0.7% | 2,814 | $540K |
| Nautilus Advisors LLC | 0.37% | Add +6.5% | 2,813 | $540K |
| North Dallas Bank & Trust Co. | 0.36% | No change | 2,804 | $538K |
| Financial Counselors Inc. | 0.76% | No change | 2,800 | $537K |
| Ewa, LLC | 0.12% | Add +12.6% | 2,798 | $537K |
| TrueWealth Advisors, LLC | 0.13% | Add +10.0% | 2,795 | $536K |
| Magnolia Private Wealth, LLC | 0.35% | Reduce -18.7% | 2,738 | $525K |
| Millstone Evans Group, LLC | 0.31% | Reduce -0.6% | 2,731 | $524K |
| 4J Wealth Management LLC | 0.30% | Add +76.7% | 2,730 | $524K |
| Santori & Peters, Inc. | 0.16% | Add +0.2% | 2,687 | $516K |
| Florida Financial Advisors, LLC | 0.12% | Add +34.9% | 2,686 | $516K |
| Castleview Partners, LLC | 0.26% | Add +33.3% | 2,650 | $509K |
| Bogart Wealth, LLC | 0.02% | Add +23.0% | 2,648 | $508K |
| Plan A Wealth LLC | 0.24% | Reduce -0.5% | 2,637 | $506K |
| Fulton Bank, N.A. | 0.02% | Add +43.9% | 2,633 | $505K |
| Tulsa Wealth Advisors, INC | 0.09% | New | 2,625 | $504K |
| Financial Architects, LLC | 0.27% | Add +61.2% | 2,620 | $503K |
| LJI Wealth Management, LLC | 0.08% | Reduce -25.5% | 2,614 | $502K |
| Spinnaker Investment Group, LLC | 0.10% | No change | 2,604 | $500K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -1.8% | 2,597 | $498K |
| Forza Wealth Management, LLC | 0.17% | No change | 2,594 | $498K |
| Edge Wealth Management LLC | 0.08% | Reduce -5.0% | 2,588 | $497K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 2,583 | $496K |
| McCollum Christoferson Group LLC | 0.15% | Reduce -11.6% | 2,580 | $495K |
| Waldron Private Wealth LLC | 0.02% | New | 2,576 | $494K |
| Cedrus Wealth Group LLC | 0.55% | Add +19.9% | 2,572 | $494K |
| Fairfield, Bush & Co. | 0.27% | Reduce -4.0% | 2,572 | $494K |
| D L Carlson Investment Group Inc. | 0.08% | Add +6.8% | 2,569 | $493K |
| Redmond Asset Management, LLC | 0.13% | New | 2,569 | $493K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.9% | 2,562 | $492K |
| Tran Capital Management, L.P. | 0.07% | No change | 2,560 | $491K |
| Baxter Bros Inc. | 0.06% | Reduce -24.6% | 2,554 | $490K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +2.0% | 2,550 | $489K |
| Zacks Investment Management | 0.00% | Reduce -0.4% | 2,546 | $489K |
| Mystic Asset Management, Inc. | 0.11% | Add +2.4% | 2,537 | $487K |
| Old Port Advisors | 0.11% | Reduce -4.3% | 2,530 | $485K |
| Archer Investment Management, LLC | 0.20% | Reduce -64.9% | 2,525 | $485K |
| TD Capital Management LLC | 0.04% | Add +0.2% | 2,521 | $484K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +1.8% | 2,519 | $484K |
| Searle & Co. | 0.12% | No change | 2,509 | $482K |
| Orgel Wealth Management, LLC | 0.01% | Add +1.5% | 2,501 | $480K |
| Colonial River Investments, LLC | 0.17% | Add +3.1% | 2,498 | $479K |
| Crown Wealth Group, LLC | 0.14% | New | 2,498 | $479K |
| Facet Wealth, Inc. | 0.01% | Reduce -16.7% | 2,493 | $478K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +0.5% | 2,479 | $476K |
| Infinity Wealth Counsel, LLC | 0.44% | No change | 2,470 | $474K |
| Burk Holdings LLC | 0.20% | Add +1.1% | 2,466 | $473K |
| ABLE Financial Group, LLC | 0.09% | Add +8.6% | 2,466 | $473K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -5.5% | 2,440 | $473K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 2,465 | $473K |
| Bellwether Advisors, LLC | 0.08% | New | 2,464 | $473K |
| Founders Capital Management | 0.23% | Add +0.0% | 2,462 | $473K |
| Venturi Wealth Management, LLC | 0.02% | Add +3.4% | 2,458 | $472K |
| Wealthcare Capital Partners, LLC | 0.22% | Reduce -5.2% | 2,455 | $471K |
| Wealth Alliance Advisory Group, LLC | 0.07% | No change | 2,445 | $469K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -82.7% | 2,445 | $469K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +0.6% | 2,444 | $469K |
| Highline Wealth Partners LLC | 0.12% | Add +2338.0% | 2,438 | $468K |
| Merrion Investment Management Co, LLC | 0.25% | No change | 2,425 | $465K |
| Cordatus Wealth Management LLC | 0.11% | No change | 2,419 | $464K |
| Accel Wealth Management | 0.12% | Reduce -3.2% | 2,416 | $464K |
| Kidder Stephen W | 0.14% | New | 2,415 | $463K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -27.3% | 2,410 | $463K |
| Wealth Management Associates, Inc. | 0.16% | Add +5.5% | 2,408 | $462K |
| First Trust Advisors LP | 0.00% | Reduce -29.9% | 2,407 | $462K |
| Beverly Hills Private Wealth, LLC | 0.08% | No change | 2,406 | $462K |
| Ballentine Partners, LLC | 0.01% | Add +10.0% | 2,392 | $459K |
| BSW Wealth Partners | 0.06% | Reduce -4.0% | 2,371 | $455K |
| Napier Financial, LLC | 0.10% | New | 2,365 | $454K |
| Algorithmic Investment Models, LLC | 0.56% | Add +3.7% | 2,354 | $452K |
| Mustard Seed Financial, LLC | 0.27% | No change | 2,348 | $451K |
| Virginia Wealth Management Group, Inc. | 0.24% | Add +22.6% | 2,347 | $450K |
| Washington Trust Advisors, Inc. | 0.04% | Add +99.8% | 2,344 | $450K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +1.7% | 2,344 | $450K |
| Empirical Asset Management, LLC | 0.12% | Reduce -79.9% | 2,339 | $449K |
| Asio Capital, LLC | 0.06% | Reduce -0.1% | 2,336 | $448K |
| First Commonwealth Financial Corp | 0.07% | Reduce -6.8% | 2,325 | $446K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | Add +34.9% | 2,322 | $446K |
| America First Investment Advisors, LLC | 0.08% | Reduce -4.7% | 2,313 | $444K |
| Xxi Wealth, LLC | 0.25% | Add +9.4% | 2,310 | $443K |
| Peirce Capital Management, LLC | 0.17% | New | 2,310 | $443K |
| SBI Securities Co., Ltd. | 0.01% | Add +804.7% | 2,307 | $443K |
| Mitchell Sinkler & Starr | 0.20% | No change | 2,306 | $443K |
| Campbell Deegan Wealth Management, LLC | 0.35% | Add +101.0% | 2,298 | $441K |
| Crusonia Wealth Advisors LLC | 0.09% | Add +0.0% | 2,282 | $438K |
| Victory Financial Group, LLC | 0.05% | Add +17.7% | 2,281 | $438K |
| Hills Bank & Trust Co | 0.02% | No change | 2,263 | $434K |
| Cypress Capital, LLC | 0.12% | Add +12.4% | 2,262 | $434K |
| WPG Advisers, LLC | 0.32% | No change | 2,260 | $434K |
| Greenfield Savings Bank | 0.18% | Reduce -52.1% | 2,260 | $434K |
| First Growth Capital LLC | 0.39% | Add +40.5% | 2,243 | $432K |
| Longview Financial Advisors, Inc. | 0.26% | Reduce -2.6% | 2,247 | $431K |
| Pure Financial Advisors, LLC | 0.01% | New | 2,232 | $428K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -14.8% | 2,227 | $428K |
| Maseco LLP | 0.01% | No change | 2,228 | $427K |
| Fortitude Family Office, LLC | 0.10% | Reduce -1.2% | 2,221 | $426K |
| Ironwood Investment Counsel, LLC | 0.06% | Add +11.9% | 2,217 | $426K |
| Mayport, LLC | 0.08% | No change | 2,217 | $425K |
| Northwest Wealth Management, LLC | 0.06% | Add +0.1% | 2,212 | $424K |
| tru Independence LLC | 0.21% | New | 2,203 | $423K |
| MRWM Advisors, LLC | 0.23% | Add +11.0% | 2,195 | $421K |
| MorganRosel Wealth Management, LLC | 0.17% | Reduce -33.0% | 2,192 | $421K |
| Rockport Wealth LLC | 0.08% | No change | 2,191 | $420K |
| Smith Thornton Advisors LLC | 0.21% | Reduce -10.4% | 2,188 | $420K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +3.3% | 2,188 | $420K |
| Anchor Investment Management, LLC | 0.04% | Reduce -10.6% | 2,184 | $419K |
| Indiana Trust & Investment Management Co | 0.13% | Reduce -7.4% | 2,172 | $417K |
| Integris Wealth Management, LLC | 0.10% | No change | 2,165 | $416K |
| Capital Advantage, Inc. | 0.05% | Add +14.6% | 2,164 | $415K |
| Henderson Brothers Financial Partners, LLC | 0.11% | — | 2,162 | $415K |
| MCF Advisors LLC | 0.02% | Add +762.0% | 2,155 | $414K |
| Community Financial Services Group, LLC | 0.07% | New | 2,148 | $414K |
| Waterway Wealth Management, LLC | 0.09% | Add +30.3% | 2,150 | $413K |
| OneAscent Family Office, LLC | 0.29% | Add +0.8% | 2,144 | $411K |
| BCS Wealth Management | 0.08% | Reduce -50.0% | 2,131 | $409K |
| Guardian Financial Partners, LLC | 0.17% | Add +11.9% | 2,127 | $408K |
| Wilkerson Advisory Group LLC | 0.14% | Reduce -1.9% | 2,122 | $407K |
| Pinnacle Family Advisors, LLC | 0.19% | Add +6.5% | 2,113 | $406K |
| Alan B Lancz & Associates, Inc. | 0.39% | Reduce -1.5% | 2,107 | $404K |
| Stone House Investment Management, LLC | 0.07% | Reduce -1.6% | 2,100 | $403K |
| MPWM Advisory Solutions, LLC | 0.21% | Add +75.4% | 2,096 | $402K |
| Silver Oak Wealth Advisors Services, LLC | 0.26% | No change | 2,094 | $402K |
| Brookwood Investment Group LLC | 0.05% | Add +6.9% | 2,089 | $401K |
| Bank of New Hampshire | 0.09% | No change | 2,085 | $400K |
| Bar Harbor Wealth Management | 0.02% | No change | 2,083 | $400K |
| MSH Capital Advisors LLC | 0.08% | Add +13.3% | 2,073 | $398K |
| Avantax Planning Partners, Inc. | 0.01% | Add +5.8% | 2,073 | $398K |
| Florida Trust Wealth Management Co | 0.01% | Add +10.1% | 2,064 | $396K |
| Collier Financial | 0.30% | Reduce -4.8% | 2,062 | $396K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 2,059 | $395K |
| Coquina Private Wealth LLC | 0.32% | No change | 2,052 | $394K |
| Gryphon Financial Partners LLC | 0.04% | New | 2,050 | $394K |
| Lewis Asset Management, LLC | 0.16% | New | 2,047 | $393K |
| Benchmark Investment Advisors LLC | 0.23% | — | 2,038 | $391K |
| Chapin Davis, Inc. | 0.09% | Add +9.5% | 2,037 | $391K |
| Burney Co./ | 0.01% | Add +10.7% | 2,030 | $390K |
| Idaho Trust Co | 0.13% | New | 2,029 | $389K |
| Verity & Verity, LLC | 0.03% | No change | 2,020 | $388K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +3.8% | 2,020 | $388K |
| MRP Capital Investments, LLC | 0.33% | No change | 2,000 | $384K |
| Cottage Street Advisors LLC | 0.17% | New | 2,000 | $384K |
| Harbour Capital Advisors, LLC | 0.07% | Add +1.3% | 1,892 | $383K |
| Embree Financial Group | 0.05% | Add +0.1% | 1,993 | $383K |
| Avaii Wealth Management, LLC | 0.13% | Add +0.1% | 1,992 | $382K |
| Baron Wealth Management LLC | 0.11% | Add +50.9% | 1,989 | $382K |
| Coastwise Capital Group, LLC | 0.21% | Add +0.1% | 1,987 | $381K |
| Wise Wealth Partners | 0.52% | Add +23.1% | 1,984 | $381K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -0.1% | 1,982 | $380K |
| JB Capital LLC | 0.02% | Add +5.4% | 1,977 | $379K |
| Dearborn Partners LLC | 0.02% | New | 1,970 | $378K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +12175.0% | 1,964 | $377K |
| R. W. Roge & Company, Inc. | 0.18% | No change | 1,964 | $377K |
| Boston Standard Wealth Management, LLC | 0.06% | Add +0.4% | 1,959 | $377K |
| Lodestone Wealth Management LLC | 0.15% | Add +0.2% | 1,956 | $375K |
| Montecito Bank & Trust | 0.06% | Add +12.0% | 1,953 | $375K |
| NBT Bank, N.A. | 0.02% | Reduce -25.3% | 1,949 | $374K |
| Cresta Advisors, Ltd. | 0.15% | No change | 1,929 | $370K |
| Palladiem, LLC | 0.35% | Add +0.4% | 1,860 | $368K |
| Fortress Private Ledger, LLC | 0.11% | New | 1,911 | $367K |
| Compass Capital Management, Inc. | 0.02% | Reduce -42.7% | 1,905 | $366K |
| OneAscent Financial Services LLC | 0.02% | New | 1,896 | $364K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 1,891 | $363K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +21.9% | 1,890 | $363K |
| Strong Retirement Solutions LLC | 0.25% | Add +33.3% | 1,884 | $362K |
| CFO4Life Group, LLC | 0.06% | Add +0.4% | 1,879 | $361K |
| LFA - Lugano Financial Advisors SA | 0.18% | No change | 1,878 | $360K |
| Awm Capital, LLC | 0.03% | New | 1,873 | $360K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.8% | 1,846 | $356K |
| Midwest Financial Group LLC | 0.15% | New | 1,844 | $354K |
| Consolidated Capital Management, LLC | 0.11% | Reduce -95.7% | 1,840 | $353K |
| Emergent Wealth Advisors, LLC | 0.21% | Reduce -25.2% | 1,839 | $353K |
| Higgins & Schmidt Wealth Strategies LLC | 0.16% | Reduce -1.0% | 1,832 | $352K |
| Mountain Capital Investment Advisors Inc. | 0.05% | Reduce -9.1% | 1,739 | $351K |
| Bolthouse Investments, LLC | 0.32% | Reduce -17.5% | 1,827 | $351K |
| one8zero8, LLC | 0.08% | Add +66.1% | 1,825 | $350K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +0.3% | 1,819 | $349K |
| Purus Wealth Management, LLC | 0.11% | Add +7.4% | 1,815 | $348K |
| Manhattan West Asset Management, LLC | 0.07% | No change | 1,815 | $348K |
| Westbourne Investment Advisors, Inc. | 0.10% | Add +0.4% | 1,811 | $348K |
| Legend Capital Advisors LLC | 0.22% | No change | 1,810 | $347K |
| Gibbs Wealth Management | 0.05% | Add +4.0% | 1,809 | $347K |
| GW Henssler & Associates Ltd. | 0.02% | No change | 1,808 | $347K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -4.5% | 1,808 | $347K |
| Readystate Asset Management LP | 0.04% | New | 1,803 | $346K |
| Ingalls & Snyder LLC | 0.01% | Add +0.2% | 1,804 | $346K |
| First County Bank | 0.19% | Reduce -4.2% | 1,802 | $346K |
| Kirr Marbach & Co. LLC | 0.06% | Add +2.8% | 1,799 | $345K |
| TFO Wealth Partners, LLC | 0.05% | No change | 1,794 | $344K |
| Welch & Forbes LLC | 0.00% | Add +2.5% | 1,792 | $344K |
| Tred Avon Family Wealth, LLC | 0.11% | Add +3.6% | 1,792 | $344K |
| Ameliora Wealth Management Ltd. | 0.11% | Reduce -0.4% | 1,789 | $343K |
| V2 Financial group LLC | 0.16% | Add +1.1% | 1,787 | $343K |
| Ground Swell Capital, LLC | 0.71% | New | 1,776 | $341K |
| Total Wealth Planning & Management, Inc. | 0.27% | Add +22.5% | 1,772 | $340K |
| Hunter Associates Investment Management LLC | 0.04% | No change | 1,772 | $340K |
| Main Street Group, LTD | 0.11% | Add +6.0% | 1,771 | $340K |
| Symphony Financial Services, Inc. | 0.17% | Reduce -15.5% | 1,770 | $340K |
| Essential Planning, LLC. | 0.11% | No change | 1,765 | $339K |
| Juno Financial Group LLC | 0.13% | No change | 1,760 | $338K |
| Medallion Wealth Advisors, LLC | 0.11% | No change | 1,757 | $337K |
| First American Trust, FSB | 0.02% | Reduce -6.2% | 1,753 | $336K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 1,749 | $336K |
| Southland Equity Partners LLC | 0.07% | Add +27.2% | 1,741 | $334K |
| Leo Wealth, LLC | 0.02% | Add +21.4% | 1,721 | $330K |
| Cannon Financial Strategists, Inc. | 0.04% | Add +13.6% | 1,720 | $330K |
| William John Sempolinski | 0.16% | Add +3.0% | 1,704 | $327K |
| Strata Wealth Advisors, LLC | 0.09% | No change | 1,700 | $326K |
| Revisor Wealth Management LLC | 0.09% | New | 1,699 | $326K |
| Stableford Capital II LLC | 0.12% | Reduce -65.6% | 1,697 | $326K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -33.3% | 1,730 | $325K |
| Occidental Asset Management, LLC | 0.04% | Reduce -0.4% | 1,689 | $324K |
| Peoples Financial Services Corp. | 0.15% | No change | 1,688 | $324K |
| Hirtle & Co., LLC | 0.01% | Reduce -2.9% | 1,687 | $324K |
| Global Trust Asset Management, LLC | 0.12% | No change | 1,685 | $323K |
| Next Capital Management LLC | 0.10% | Reduce -1.3% | 1,683 | $323K |
| Briaud Financial Planning Inc | 0.08% | No change | 1,676 | $322K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -1.3% | 1,673 | $321K |
| Penbrook Management LLC | 0.24% | No change | 1,670 | $321K |
| Cogent Strategic Wealth LLC | 0.33% | Reduce -7.2% | 1,667 | $320K |
| ARK & TLK Investments, LLC | 0.09% | No change | 1,664 | $319K |
| Carson Advisory Inc. | 0.17% | Add +12.8% | 1,660 | $319K |
| Nikulski Financial, Inc. | 0.08% | Reduce -18.7% | 1,660 | $319K |
| Elevatus Welath Management | 0.17% | Add +0.4% | 1,659 | $318K |
| Pacific Sun Financial Corp | 0.15% | Reduce -1.8% | 1,655 | $318K |
| Old Peak Finance LLC | 0.19% | No change | 1,653 | $317K |
| Commonwealth Retirement Investments LLC | 0.10% | Add +7.2% | 1,649 | $316K |
| Cadia Private Client LLC | 0.26% | Add +14.1% | 1,648 | $316K |
| Unified Investment Management | 0.32% | Add +5.6% | 1,632 | $313K |
| Sun Life Financial Inc. | 0.02% | New | 1,636 | $313K |
| Legacy Trust | 0.06% | New | 1,630 | $313K |
| Paragon Capital Management Ltd | 0.07% | Add +14.4% | 1,626 | $312K |
| Lakeridge Wealth Management LLC | 0.13% | Reduce -39.3% | 1,626 | $312K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.3% | 1,625 | $312K |
| Appleton Partners Inc. | 0.02% | Add +5.2% | 1,620 | $311K |
| Goldenstone Wealth Management LLC | 0.23% | Add +1.6% | 1,618 | $311K |
| RIA Advisory Group LLC | 0.08% | Reduce -23.1% | 1,612 | $309K |
| United Advisor Group, LLC | 0.04% | Add +15.3% | 1,609 | $309K |
| Winning Points Advisors, LLC | 0.31% | Reduce -0.6% | 1,606 | $308K |
| Marest Capital, LLC | 0.18% | New | 1,604 | $308K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 1,604 | $308K |
| Three Seasons Wealth, LLC | 0.12% | New | 1,595 | $306K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,591 | $305K |
| Congress Park Capital LLC | 0.09% | Reduce -10.7% | 1,590 | $305K |
| W1M Asset Management Ltd | 0.00% | Reduce -2.8% | 1,590 | $305K |
| Ameriflex Group, Inc. | 0.15% | Reduce -5.5% | 1,589 | $305K |
| Vista Investment Partners Ii, LLC | 0.14% | No change | 1,587 | $305K |
| Alteri Wealth LLC | 0.10% | Reduce -23.3% | 1,585 | $304K |
| Nvest Financial, LLC | 0.11% | Add +0.3% | 1,584 | $304K |
| Flynn Zito Capital Management, LLC | 0.10% | Add +0.4% | 1,582 | $304K |
| Channel Wealth LLC | 0.07% | Add +41.1% | 1,577 | $303K |
| Frederick Financial Consultants, LLC | 0.15% | Reduce -0.1% | 1,576 | $302K |
| Ruggiero Investments, Inc. | 0.29% | Reduce -3.9% | 1,575 | $302K |
| Capital Wealth Alliance, LLC | 0.14% | Reduce -2.5% | 1,567 | $299K |
| Millennium Capital Advisors, LLC | 0.18% | Add +0.5% | 1,556 | $299K |
| Great Oak Capital Partners, LLC | 0.07% | New | 1,508 | $298K |
| Carlson Financial, Inc. | 0.18% | Reduce -0.5% | 1,551 | $298K |
| Seros Financial, LLC | 0.19% | New | 1,550 | $297K |
| Cornerstone Capital, Inc. | 0.03% | Add +24.0% | 1,550 | $297K |
| Quotient Wealth Partners, LLC | 0.01% | Add +3.1% | 1,545 | $297K |
| GAMCO Investors | 0.00% | No change | 1,535 | $295K |
| Ducere Wealth Management LLC | 0.12% | No change | 1,533 | $294K |
| Clear Retirement Advice LLC | 0.23% | No change | 1,519 | $292K |
| Monument Group Wealth Advisors, LLC | 0.16% | No change | 1,517 | $291K |
| Miller Capital Partners, Inc. | 0.14% | No change | 1,517 | $291K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -9.5% | 1,516 | $291K |
| DUTCH ASSET Corp | 0.20% | Reduce -9.3% | 1,513 | $290K |
| IVC Wealth Advisors LLC | 0.13% | No change | 1,505 | $289K |
| Summit Place Financial Advisors, LLC | 0.14% | New | 1,501 | $288K |
| Alhambra Investment Management LLC | 0.13% | Reduce -0.6% | 1,501 | $288K |
| Lazard Asset Management LLC | 0.00% | Reduce -83.2% | 1,500 | $288K |
| Thompson Davis & Co., Inc. | 0.19% | No change | 1,491 | $286K |
| Integrated Investment Consultants, LLC | 0.06% | Add +0.1% | 1,489 | $286K |
| Warwick Investment Management, Inc. | 0.04% | Reduce -1.5% | 1,485 | $285K |
| Ogorek Anthony Joseph /NY/ | 0.08% | Reduce -5.7% | 1,486 | $285K |
| Pacific Point Advisors, LLC | 0.15% | Add +13.3% | 1,478 | $284K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,474 | $283K |
| Xcel Wealth Management, LLC | 0.08% | New | 1,473 | $283K |
| Financial Designs Corp | 0.16% | New | 1,455 | $279K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Add +0.4% | 1,452 | $279K |
| GDS Wealth Management | 0.02% | New | 1,452 | $279K |
| CPA Asset Management Group, LLC | 0.09% | No change | 1,452 | $279K |
| BankPlus Trust Department | 0.07% | Add +20.8% | 1,451 | $278K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 1,445 | $277K |
| S.A. Mason LLC | 0.10% | No change | 1,439 | $276K |
| Donaldson Capital Management, LLC | 0.01% | No change | 1,439 | $276K |
| Advisortrust Partners, LLC | 0.11% | New | 1,435 | $275K |
| Harbor Group, Inc. | 0.04% | Add +0.4% | 1,431 | $275K |
| Bernard Wealth Management Corp. | 0.12% | No change | 1,430 | $274K |
| GreatBanc Trust CO | 0.19% | Add +0.7% | 1,425 | $273K |
| Pps&v Asset Management Consultants, Inc. | 0.17% | Reduce -2.9% | 1,425 | $273K |
| Virtue Asset Management LLC | 0.22% | Add +33.1% | 1,415 | $272K |
| Stonebrook Private Inc. | 0.06% | New | 1,397 | $268K |
| Kastel Capital Advisors, LLC | 0.16% | No change | 1,386 | $265K |
| Krane Financial Solutions LLC | 0.18% | — | 1,383 | $265K |
| Secure Asset Management, LLC | 0.04% | New | 1,378 | $264K |
| Floyd Financial Group LLC | 0.18% | Add +12.8% | 1,322 | $264K |
| LightSquare Wealth Management, LLC | 0.20% | — | 1,373 | $263K |
| Capital Squared Financial LLC | 0.20% | Reduce -1.2% | 1,371 | $263K |
| Jim Saulnier & Associates, LLC | 0.13% | Add +0.1% | 1,371 | $263K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +1.4% | 1,364 | $262K |
| Bay Rivers Group | 0.11% | New | 1,363 | $262K |
| Act Wealth Management, LLC | 0.09% | New | 1,363 | $262K |
| Westview Management dba Westview Investment Advisors | 0.14% | Add +8.6% | 1,362 | $261K |
| Cooper Financial Group | 0.03% | Add +0.4% | 1,361 | $261K |
| Wisconsin Wealth Advisors, LLC | 0.26% | No change | 1,359 | $261K |
| GatePass Capital, LLC | 0.13% | Reduce -15.3% | 1,347 | $259K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -0.1% | 1,345 | $258K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 1,342 | $258K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -46.4% | 1,340 | $257K |
| Garde Capital, Inc. | 0.02% | New | 1,339 | $257K |
| Peck Wealth Management, LLC | 0.26% | No change | 1,333 | $256K |
| Tobias Financial Advisors, Inc. | 0.04% | No change | 1,330 | $255K |
| Two West Capital Advisors LLC | 0.14% | New | 1,271 | $255K |
| Archvest Wealth Advisors, Inc. | 0.16% | No change | 1,320 | $253K |
| TFC Financial Management, Inc. | 0.03% | Add +0.4% | 1,319 | $253K |
| Fogel Capital Management, Inc. | 0.12% | No change | 1,319 | $253K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +0.2% | 1,319 | $253K |
| Cascade Investment Advisors, Inc. | 0.15% | No change | 1,314 | $252K |
| Unify Financial Advisors | 0.26% | Add +4.0% | 1,310 | $251K |
| Bricktown Capital, LLC | 0.05% | No change | 1,308 | $251K |
| Novem Group | 0.03% | Add +24.7% | 1,306 | $251K |
| Kathmere Capital Management, LLC | 0.02% | New | 1,305 | $251K |
| Sippican Capital Advisors | 0.17% | Add +21.2% | 1,304 | $250K |
| BlueSky Wealth Advisors, LLC | 0.03% | New | 1,300 | $249K |
| Clark Asset Management, LLC | 0.02% | Reduce -83.1% | 1,296 | $249K |
| Three Arch Wealth Management LLC | 0.04% | No change | 1,290 | $248K |
| Ascent Group, LLC | 0.01% | Reduce -0.2% | 1,281 | $246K |
| Arq Wealth Advisors, LLC | 0.04% | No change | 1,280 | $246K |
| Heritage Family Offices, LLP | 0.11% | No change | 1,280 | $246K |
| Adelphi Trust Co | 0.20% | No change | 1,276 | $245K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -23.2% | 1,275 | $245K |
| Vines Capital Management, LLC | 0.24% | New | 1,274 | $245K |
| Banque Transatlantique SA | 0.01% | Add +19.4% | 1,267 | $243K |
| Compass Financial Services Inc | 0.11% | Add +0.2% | 1,266 | $243K |
| Envision Financial Transparency, LLC | 0.24% | — | 1,267 | $243K |
| Sunbeam Capital Management, LLC | 0.14% | New | 1,264 | $243K |
| Brave Asset Management Inc. | 0.06% | New | 1,261 | $242K |
| Rather & Kittrell, Inc. | 0.04% | No change | 1,257 | $241K |
| Capital Investment Counsel, LLC | 0.03% | No change | 1,254 | $241K |
| SYM FINANCIAL Corp | 0.02% | Add +4.3% | 1,252 | $240K |
| Libra Wealth LLC | 0.07% | No change | 1,251 | $240K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +1.3% | 1,249 | $240K |
| Bank Hapoalim BM | 0.04% | Reduce -12.0% | 1,244 | $239K |
| Summa Corp. | 0.10% | New | 1,245 | $239K |
| SFG Wealth Management, LLC. | 0.10% | Reduce -25.9% | 1,245 | $239K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 1,240 | $238K |
| Mattern Wealth Management LLC | 0.05% | No change | 1,236 | $237K |
| SHP Wealth Management | 0.02% | Add +111.3% | 1,232 | $236K |
| JSF Financial, LLC | 0.05% | Add +0.2% | 1,231 | $236K |
| Norris Financial Group, LLC | 0.08% | Reduce -42.3% | 1,216 | $233K |
| CAP Partners, LLC | 0.13% | Add +0.1% | 1,213 | $233K |
| TCTC Holdings, LLC | 0.01% | No change | 1,210 | $232K |
| Rathbones Group PLC | 0.00% | Reduce -12.7% | 1,206 | $231K |
| Hayek Kallen Investment Management | 0.07% | New | 1,200 | $230K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,200 | $230K |
| Advisors Capital Management, LLC | 0.00% | Reduce -28.8% | 1,196 | $230K |
| McDonald Capital Investors Inc. | 0.02% | No change | 1,195 | $229K |
| Lyrical Asset Management LP | 0.00% | New | 1,194 | $229K |
| TruNorth Capital Management, LLC | 0.04% | No change | 1,192 | $229K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,186 | $228K |
| Townsend & Associates, Inc | 0.02% | Add +0.3% | 1,120 | $227K |
| Northwest Bancshares, Inc. | 0.04% | No change | 1,176 | $226K |
| Alamar Capital Management, LLC | 0.14% | New | 1,175 | $226K |
| SilverOak Wealth Management LLC | 0.04% | Add +9.1% | 1,174 | $225K |
| Tradewinds, LLC. | 0.07% | Reduce -5.5% | 1,107 | $225K |
| Arch Global Advisors, LLC | 0.12% | — | 1,164 | $223K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.1% | 1,160 | $223K |
| Clarity Financial LLC | 0.02% | Reduce -29.9% | 1,161 | $223K |
| Chapman Financial Group, LLC | 0.16% | Add +3.6% | 1,160 | $223K |
| RAM Investment Partners, LLC | 0.04% | No change | 1,159 | $222K |
| Willis Johnson & Associates, Inc. | 0.01% | Reduce -5.2% | 1,159 | $222K |
| Leslie Global Wealth, LLC | 0.12% | Add +2.3% | 1,154 | $221K |
| Hudson Edge Investment Partners Inc. | 0.03% | New | 1,153 | $221K |
| Guidance Point Advisors, LLC | 0.05% | No change | 1,150 | $221K |
| Sovereign Investment Advisors, LLC | 0.05% | No change | 1,143 | $219K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +0.4% | 1,141 | $219K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,140 | $219K |
| Portside Wealth Group, LLC | 0.03% | New | 1,140 | $219K |
| XML Financial, LLC | 0.02% | Reduce -27.8% | 1,139 | $219K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,139 | $219K |
| Tectonic Advisors LLC | 0.01% | Add +0.4% | 1,136 | $218K |
| New Wave Wealth Advisors LLC | 0.08% | New | 1,135 | $218K |
| Adamsbrown Wealth Consultants LLC | 0.06% | New | 1,132 | $217K |
| Colonial Trust Co / SC | 0.03% | No change | 1,151 | $216K |
| Centurion Wealth Management LLC | 0.05% | Add +0.4% | 1,124 | $216K |
| Cedarwood Wealth LLC | 0.22% | Add +0.2% | 1,124 | $216K |
| Trace Wealth Advisors, LLC | 0.16% | No change | 1,120 | $215K |
| Old Mission Investment Co LLC | 0.05% | Reduce -0.7% | 1,115 | $214K |
| Formidable Asset Management, LLC | 0.03% | Add +3.4% | 1,115 | $214K |
| Range Advisory, LLC | 0.04% | New | 1,112 | $213K |
| BLB&B Advisors, LLC | 0.01% | Reduce -10.6% | 1,109 | $213K |
| BXM Wealth LLC | 0.16% | Reduce -16.8% | 1,107 | $212K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,107 | $212K |
| Kellett Wealth Advisors, LLC | 0.11% | No change | 1,090 | $209K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,082 | $208K |
| K.J. Harrison & Partners Inc | 0.03% | No change | 1,080 | $207K |
| Simon Quick Advisors, LLC | 0.01% | New | 1,076 | $206K |
| HCR Wealth Advisors | 0.02% | Add +0.6% | 1,075 | $206K |
| Talisman Wealth Advisors LLC | 0.17% | New | 1,075 | $206K |
| Heirloom Wealth Management | 0.04% | New | 1,075 | $206K |
| Legacy Wealth Managment, LLC | 0.10% | Add +10620.0% | 1,072 | $206K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +9.2% | 1,072 | $206K |
| Sargent Investment Group, LLC | 0.03% | Reduce -13.0% | 1,070 | $205K |
| Shaker Investments LLC | 0.09% | Reduce -13.1% | 1,070 | $205K |
| Private Management Group Inc. | 0.01% | No change | 1,062 | $204K |
| Northwest Financial Advisors | 0.39% | Add +0.2% | 1,062 | $204K |
| Accredited Investors Inc. | 0.01% | New | 1,061 | $204K |
| Vanguard Advisers Inc. | 0.00% | — | 1,060 | $203K |
| Roberts Wealth Advisors, LLC | 0.05% | Reduce -33.3% | 1,059 | $203K |
| FSB Premier Wealth Management, Inc. | 0.06% | New | 1,058 | $203K |
| Rolek Wealth Management LLC | 0.15% | New | 1,056 | $203K |
| Signature Equity Partners, LLC | 0.11% | Reduce -3.0% | 1,054 | $202K |
| Mayfair Advisory Group, LLC | 0.07% | Add +0.1% | 1,053 | $202K |
| Sylvest Advisors, LLC | 0.11% | New | 1,053 | $202K |
| Aspire Capital Advisors LLC | 0.05% | Reduce -7.3% | 1,052 | $202K |
| Tannin Capital LLC | 0.15% | No change | 1,050 | $202K |
| Laurel Oak Wealth Management, LLC | 0.03% | No change | 1,050 | $202K |
| Alley Investment Management Company, LLC | 0.02% | Reduce -53.1% | 1,050 | $202K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -24.1% | 1,042 | $196K |
| Wellington Grp LLC | 0.06% | Reduce -16.6% | 980 | $188K |
| Ulland Investment Advisors, LLC | 0.16% | Reduce -5.8% | 980 | $188K |
| Missouri Trust & Investment Co | 0.06% | No change | 977 | $188K |
| Morgan Dempsey Capital Management LLC | 0.08% | No change | 970 | $186K |
| Johnson Financial Group, Inc. | 0.01% | Add +12.2% | 956 | $184K |
| Evelyn Partners Investment Management LLP | 0.01% | Reduce -2.0% | 955 | $183K |
| Gallacher Capital Management LLC | 0.07% | New | 943 | $181K |
| Dagco, Inc. | 0.04% | Add +28.5% | 925 | $178K |
| McIlrath & Eck, LLC | 0.01% | Reduce -2.1% | 923 | $177K |
| Means Investment Co., Inc. | 0.02% | New | 913 | $175K |
| Oakworth Capital, Inc. | 0.01% | No change | 886 | $170K |
| Coastline Trust Co | 0.02% | Reduce -8.1% | 867 | $166K |
| Investment Research & Advisory Group, Inc. | 0.06% | Add +10375.0% | 838 | $161K |
| Dunhill Financial, LLC | 0.04% | Add +9.6% | 830 | $159K |
| Financial Life Planners | 0.12% | New | 826 | $159K |
| Horrell Capital Management, Inc. | 0.07% | No change | 63 | $157K |
| Wagner Wealth Management, LLC | 0.03% | Add +4.9% | 812 | $156K |
| N.E.W. Advisory Services LLC | 0.01% | Add +1.8% | 811 | $156K |
| GS Investments, Inc. | 0.09% | No change | 800 | $154K |
| Prudential PLC | 0.00% | New | 800 | $154K |
| Strive Financial Group ,LLC | 0.08% | Reduce -1.2% | 794 | $152K |
| Y.D. More Investments Ltd | 0.01% | No change | 805 | $152K |
| South Plains Financial, Inc. | 0.09% | No change | 789 | $151K |
| McGuire Capital Advisors Inc. | 0.09% | No change | 768 | $147K |
| Princeton Global Asset Management LLC | 0.02% | Add +76.4% | 762 | $146K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 756 | $145K |
| CVA Family Office, LLC | 0.01% | Reduce -14.7% | 744 | $143K |
| Trust Co | 0.01% | Reduce -2.3% | 725 | $139K |
| Louisbourg Investments Inc. | 0.03% | Reduce -96.8% | 770 | $134K |
| Godfrey Financial Associates, Inc. | 0.11% | No change | 680 | $131K |
| Chilton Capital Management LLC | 0.00% | Add +387.5% | 663 | $127K |
| Red Tortoise LLC | 0.05% | Add +0.5% | 661 | $127K |
| Hilton Head Capital Partners, LLC | 0.07% | No change | 660 | $127K |
| Bayban | 0.11% | No change | 651 | $125K |
| First Command Advisory Services, Inc. | 0.00% | No change | 648 | $124K |
| EPG Wealth Management LLC | 0.03% | Reduce -38.3% | 643 | $123K |
| Creative Capital Management Investments LLC | 0.04% | No change | 640 | $123K |
| Key Financial Inc | 0.02% | Add +13.4% | 636 | $122K |
| Triumph Capital Management | 0.03% | Reduce -6.9% | 636 | $122K |
| City State Bank | 0.03% | Reduce -1.1% | 622 | $119K |
| TopTier Wealth Management, LLC | 0.07% | New | 607 | $116K |
| RHL Group, LLC | 0.10% | Add +0.5% | 599 | $115K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 597 | $115K |
| St Germain D J Co. Inc. | 0.00% | Reduce -64.9% | 593 | $114K |
| Evolution Wealth Management Inc. | 0.08% | Add +697.3% | 582 | $112K |
| Capital Advisor Network LLC | 0.15% | — | 572 | $110K |
| Fairscale Capital, LLC | 0.07% | No change | 557 | $107K |
| Wolff Wiese Magana LLC | 0.06% | No change | 541 | $104K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -51.1% | 557 | $101K |
| 2UniFi Bank | 0.05% | Reduce -68.2% | 526 | $101K |
| Hurley Capital, LLC | 0.05% | Add +193.8% | 520 | $100K |
| Addison Advisors LLC | 0.02% | Add +13.4% | 516 | $99K |
| Quent Capital, LLC | 0.01% | No change | 516 | $99K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +3.4% | 513 | $99K |
| Avion Wealth | 0.02% | Reduce -14.2% | 502 | $96K |
| Gilpin Wealth Management, LLC | 0.08% | Reduce -3.9% | 500 | $96K |
| Legacies Wealth LLC | 0.06% | No change | 500 | $96K |
| Versant Capital Management, Inc | 0.01% | Add +2.0% | 500 | $96K |
| Avalon Trust Co | 0.01% | No change | 500 | $96K |
| Financial Consulate, Inc. | 0.01% | No change | 497 | $95K |
| Financial Connections Group, Inc. | 0.03% | No change | 484 | $92K |
| Providence Capital Advisors, LLC | 0.01% | No change | 456 | $88K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +9.8% | 436 | $84K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 429 | $82K |
| Morling Financial Advisors, LLC | 0.02% | No change | 409 | $78K |
| Strategic Wealth Advisors LLC | 0.06% | No change | 409 | $78K |
| Destiny Wealth Partners, LLC | 0.01% | New | 403 | $77K |
| NFSG Corp | 0.01% | Reduce -2.7% | 402 | $77K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 401 | $77K |
| Walsh & Associates, LLC | 0.07% | No change | 372 | $71K |
| 3 Factor Indexing, LLC | 0.07% | — | 366 | $70K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.3% | 365 | $70K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 355 | $68K |
| Hamrick Investment Counsel, llc | 0.04% | Reduce -15.5% | 355 | $68K |
| MidFirst Bank | 0.01% | Reduce -35.7% | 353 | $68K |
| Roxbury Financial LLC | 0.06% | Reduce -9.7% | 352 | $68K |
| Piscataqua Savings Bank | 0.05% | Reduce -6.8% | 345 | $66K |
| LM Advisors LLC | 0.36% | Add +7.2% | 12,370 | $64K |
| Bravera Wealth | 0.03% | No change | 330 | $63K |
| Delta Asset Management LLC | 0.01% | No change | 329 | $63K |
| IFG Advisory, LLC | 0.18% | Reduce -92.7% | 327 | $63K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 320 | $61K |
| Motco | 0.01% | No change | 316 | $61K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 315 | $60K |
| Kingdom Financial Group LLC. | 0.02% | Add +377.3% | 315 | $60K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -72.0% | 310 | $59K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 313 | $59K |
| O'Domhnaill Enterprises, Inc. | 0.05% | New | 305 | $59K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 303 | $58K |
| Daytona Street Capital LLC | 0.04% | No change | 300 | $58K |
| Knuff & Co LLC | 0.02% | No change | 300 | $58K |
| Lavaca Capital LLC | 0.01% | No change | 300 | $58K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 300 | $58K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.3% | 297 | $57K |
| Center for Financial Planning, Inc. | 0.01% | No change | 285 | $55K |
| Caitlin John, LLC | 0.03% | Reduce -0.7% | 281 | $54K |
| Bank of Nova Scotia | 0.00% | Reduce -88.2% | 276 | $53K |
| Synergy Investment Management, LLC | 0.02% | New | 252 | $48K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 249 | $48K |
| Tompkins Financial Corp. | 0.00% | Add +46.1% | 247 | $47K |
| Godsey & Gibb, Inc. | 0.00% | Add +591.4% | 242 | $46K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -7.8% | 236 | $45K |
| Richards, Merrill & Peterson, Inc. | 0.02% | Add +0.4% | 231 | $44K |
| Tidemark, LLC | 0.01% | No change | 231 | $44K |
| Fairman Group, LLC | 0.04% | No change | 229 | $44K |
| Raleigh Capital Management Inc. | 0.01% | New | 218 | $42K |
| City Holding Co. | 0.01% | Add +133.3% | 210 | $40K |
| Wellington Shields & Co., LLC | 0.01% | Add +0.5% | 210 | $40K |
| Marquette Asset Management, LLC | 0.01% | No change | 207 | $40K |
| Integrity Financial Corp | 0.02% | New | 203 | $39K |
| Peterson Wealth Management | 0.02% | New | 204 | $39K |
| Essential Investment Partners LLC | 0.04% | No change | 200 | $38K |
| Clearstead Trust, LLC | 0.01% | No change | 200 | $38K |
| First Pacific Financial | 0.00% | No change | 192 | $37K |
| Asset Dedication, LLC | 0.00% | New | 188 | $36K |
| Hantz Financial Services, Inc. | 0.00% | Add +11.8% | 189 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 185 | $36K |
| Old Second National Bank of Aurora | 0.01% | No change | 177 | $34K |
| IMA Advisory Services, Inc. | 0.00% | No change | 175 | $34K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 168 | $32K |
| Southern Michigan Bank & Trust | 0.01% | — | 167 | $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 |
| Birchbrook, Inc. | 0.01% | No change | 139 | $27K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +0.8% | 135 | $26K |
| Wealth Science Advisors LLC | 0.01% | New | 135 | $26K |
| KM Capital Management Ltd. | 0.02% | New | 125 | $25K |
| SWAN Capital LLC | 0.01% | New | 131 | $25K |
| Coston, McIsaac & Partners | 0.01% | No change | 132 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | Add +38.0% | 127 | $24K |
| POM Investment Strategies, LLC | 0.03% | Add +8.9% | 122 | $23K |
| Citizens National Bank Trust Department | 0.00% | Reduce -13.6% | 121 | $23K |
| Rakuten Securities, Inc. | 0.01% | Add +30.8% | 119 | $23K |
| Pacific Center for Financial Services | 0.01% | Add +69.6% | 117 | $23K |
| Dorato Capital Management | 0.02% | Reduce -16.9% | 108 | $21K |
| Gill Capital Partners, LLC | 0.01% | New | 105 | $20K |
| Basepoint Wealth LLC | 0.01% | Reduce -50.5% | 102 | $19K |
| Capital & Planning, LLC | 0.01% | New | 100 | $19K |
| Horizon Financial Services, LLC | 0.01% | No change | 100 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 99 | $19K |
| Goodman Advisory Group, LLC | 0.00% | Reduce -48.1% | 97 | $19K |
| DecisionPoint Financial, LLC | 0.00% | New | 87 | $17K |
| Axiom Investment Management LLC | 0.01% | — | 87 | $17K |
| Richardson Capital Management LLC | 0.01% | No change | 84 | $16K |
| Richardson Financial Services Inc. | 0.01% | No change | 83 | $16K |
| Monetary Management Group Inc. | 0.00% | New | 75 | $14K |
| Nemes Rush Group LLC | 0.00% | No change | 74 | $14K |
| Broadwater Capital Management LLC | 0.01% | No change | 71 | $14K |
| True Link Financial Advisors, LLC | 0.00% | New | 68 | $13K |
| SJS Investment Consulting Inc. | 0.00% | Add +4.8% | 65 | $12K |
| Rossby Financial, LCC | 0.00% | New | 60 | $12K |
| Navigoe, LLC | 0.01% | No change | 59 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 56 | $11K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 53 | $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 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +512.5% | 49 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 45 | $9K |
| FWL Investment Management, LLC | 0.00% | Reduce -30.8% | 45 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 41 | $8K |
| Hickory Point Bank & Trust | 0.00% | New | 37 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 33 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 32 | $6K |
| My Portfolio Guide, LLC | 0.00% | — | 30 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 30 | $6K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 30 | $6K |
| Breakwater Investment Management | 0.00% | No change | 29 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -91.2% | 24 | $5K |
| HighMark Wealth Management LLC | 0.00% | New | 25 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 25 | $5K |
| Legacy Bridge, LLC | 0.00% | New | 25 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 24 | $5K |
| Mosley Wealth Management | 0.00% | New | 24 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 21 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 20 | $4K |
| Go Invest LLC | 0.00% | No change | 20 | $4K |
| Brandywine Financial Group | 0.00% | New | 19 | $4K |
| HFM Investment Advisors, LLC | 0.00% | No change | 19 | $4K |
| Lummis Asset Management, LP | 0.00% | New | 18 | $3K |
| Vision Retirement, LLC | 0.00% | New | 15 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Van Eck Associates Corp. | 0.00% | Reduce -85.2% | 8 | $2K |
| PlanVest Financial, Inc | 0.00% | — | 10 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 8 | $2K |
| Financially Speaking Inc | 0.01% | Reduce -100.0% | 7 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 7 | $1K |
| Clear Investment Research, LLC | 0.00% | New | 6 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 5 | $1K |
| SouthState Bank Corp | 0.00% | New | 5 | $960 |
| Blue Trust, Inc. | 0.00% | Reduce -99.5% | 4 | $771 |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -100.0% | 3 | $576 |
| Portus Wealth Advisors, LLC | 0.00% | New | 1 | $192 |
| CNB Bank | 0.00% | Reduce -95.2% | 1 | $192 |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.2% | 390,349 | $0 |
| 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.