iShares Core U.S. AggregateAGGETF

13F holders, Q3 2025 (September 30)
1,931holders +21
122new positions
94sold out
5famous investors
$98.09avg. 13F price*

At the end of Q3 2025, 1,931 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 21 from Q2 2025. 122 opened new positions and 94 sold out. The largest holders were Jones Financial Companies LLLP ($14.4B), Raymond James Financial Inc. ($7.9B) and Wells Fargo & Company ($6.4B). 5 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares Core U.S. Aggregate
CUSIP
464287226
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,746Q1 2024Q2 2024: 1,777Q2 2024Q3 2024: 1,797Q3 2024Q4 2024: 1,941Q4 2024Q1 2025: 1,931Q1 2025Q2 2025: 1,910Q2 2025Q3 2025: 1,931Q3 2025Q4 2025: 2,111Q4 2025Q1 2026: 2,091Q1 2026Q2 2026: 2,097Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions122$360.5M
Exits94$1.4B

All 13F filers, Q2 2025 → Q3 2025: 76,474,735 shares bought and 87,410,978 shares sold, net −10,936,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,931 holders

Jones Financial Companies LLLP 9.81% Reduce -1.0% 143,917,621 $14.4B
Raymond James Financial Inc. 2.56% Add +2.5% 79,246,704 $7.9B
Wells Fargo & Company 1.31% Add +14.6% 63,845,735 $6.4B
BlackRock, Inc. 0.10% Add +8.3% 53,880,265 $5.4B
Bank of America Corp. 0.35% Add +5.5% 46,326,160 $4.6B
US Bancorp \de 5.03% Reduce -3.7% 42,354,274 $4.2B
Envestnet Asset Management Inc. 1.01% Reduce -35.3% 35,061,214 $3.5B
Mercer Global Advisors Inc. 5.56% Add +17.5% 33,227,135 $3.3B
Morgan Stanley 0.19% Add +2.5% 31,238,198 $3.1B
Betterment LLC 4.87% Add +6.5% 24,568,480 $2.5B
Mastercard Foundation Asset Management Corp. 4.39% No change 18,965,631 $1.9B
Wealth Enhancement Advisory Services, LLC 2.75% Add +9.7% 18,113,855 $1.8B
Northern Trust Corp. 0.21% Reduce -0.4% 16,557,819 $1.7B
Ameriprise Financial Inc. 0.36% Add +6.5% 15,507,033 $1.6B
Cetera Investment Advisers 1.76% Add +187.3% 15,139,297 $1.5B
Goldman Sachs Group Inc. 0.21% Reduce -8.9% 14,810,588 $1.5B
Acorns Advisers, LLC 9.90% Add +6.7% 12,549,487 $1.3B
Creative Planning 0.92% Reduce -3.3% 11,970,111 $1.2B
Northwestern Mutual Wealth Management Co. 0.79% Reduce -0.8% 11,865,716 $1.2B
LPL Financial LLC 0.34% Add +12.9% 11,780,943 $1.2B
JPMorgan Chase & Co. 0.07% Add +5.7% 11,618,735 $1.2B
Johns Hopkins University 64.53% Reduce -1.4% 11,550,613 $1.2B
FMR LLC 0.06% Reduce -0.6% 11,310,975 $1.1B
Arizona PSPRS Trust 38.50% Reduce -17.2% 11,145,577 $1.1B
Mariner, LLC 1.40% Add +10.2% 10,816,427 $1.1B
WealthNavi Inc. 9.67% Add +4.0% 10,411,748 $1.0B
PNC Financial Services Group, Inc. 0.57% Add +3.3% 9,425,011 $944.9M
UBS Group AG 0.18% Reduce -6.1% 9,369,437 $939.3M
United Services Automobile Association 63.95% Add +81.7% 9,126,963 $915.0M
Tiaa Trust, National Association 2.07% Add +4.5% 8,520,453 $854.2M
Envestnet Portfolio Solutions, Inc. 2.76% Reduce -60.6% 7,471,419 $749.0M
Truist Financial Corp. 1.00% Add +5.7% 7,327,426 $734.6M
Charles Schwab Investment Management Inc. 0.12% Reduce -27.1% 7,230,973 $724.9M
Rwa Wealth Partners, LLC 8.13% Add +7.7% 7,143,579 $716.1M
Cerity Partners LLC 1.14% Add +4.7% 7,021,638 $703.9M
Stifel Financial Corp. 0.60% Reduce -16.2% 6,525,696 $654.2M
Bank of New York Mellon Corp 0.10% Add +5.1% 5,590,144 $560.4M
Mackenzie Financial Corp. 0.67% Add +15.4% 5,514,800 $552.9M
Members Trust Co 18.09% Add +0.6% 5,486,716 $550.0M
Captrust Financial Advisors 1.10% Reduce -34.1% 5,401,273 $541.5M
D.A. Davidson & Co. 2.95% Add +4.1% 4,598,418 $461.0M
Vantagepoint Investment Advisers LLC 3.76% Add +54.1% 4,588,871 $460.0M
Balentine LLC 16.04% Add +0.3% 4,341,532 $435.2M
Constellation Investments, Inc. 19.44% Reduce 0.0% 4,148,919 $415.9M
Royal Bank of Canada 0.07% Reduce -11.8% 4,088,136 $409.8M
Factory Mutual Insurance Co. 3.67% Add +66.6% 3,755,423 $376.5M
Steward Partners Investment Advisory, LLC 2.11% Add +196.4% 3,668,854 $367.8M
Citigroup Inc. 0.25% Reduce -0.4% 3,534,306 $354.3M
SigFig Wealth Management, LLC 10.77% Add +10.1% 3,473,163 $348.2M
Prime Capital Investment Advisors, LLC 4.30% Add +6.7% 3,412,915 $342.1M
SageView Advisory Group, LLC 11.61% Add +1.3% 3,355,147 $336.4M
&partners 2.02% Add +19.4% 3,129,559 $315.5M
Janus Henderson Group PLC 0.14% Add +6.0% 3,137,334 $314.5M
Mason Street Advisors, LLC 31.58% Add +8.8% 3,039,330 $304.7M
Prudential Financial Inc. 0.36% Reduce -43.9% 3,002,098 $299.0M
Simplify Asset Management Inc. 5.69% Reduce -9.9% 2,802,663 $281.0M
South Dakota Investment Council 5.43% Reduce -0.2% 2,784,735 $279.2M
Dynasty Wealth Management, LLC 3.65% Add +10.5% 2,725,298 $273.2M
Alliancebernstein L.P. 0.08% Add +3.5% 2,651,804 $265.8M
Bank of Montreal 0.11% Add +9.9% 2,634,194 $264.1M
Blue Trust, Inc. 2.63% Add +5.2% 2,334,436 $234.0M
O'shaughnessy Asset Management, LLC 1.34% Add +13.5% 2,270,873 $227.7M
Commonwealth Equity Services, LLC 0.29% Add +15.7% 2,221,616 $222.7M
Quotient Wealth Partners, LLC 5.98% Add +5.6% 2,179,161 $218.5M
HighTower Advisors, LLC 0.25% Add +1.9% 2,171,870 $217.7M
Lockheed Martin Investment Management Co. 7.88% Add +3.4% 2,135,000 $214.0M
Stairway Partners, LLC 10.88% Add +3.5% 2,042,815 $204.8M
Exchange Traded Concepts, LLC 1.91% Add +52.4% 1,996,428 $200.1M
Cambridge Associates LLC /Ma/ 3.48% Reduce -44.9% 1,894,657 $189.9M
Osaic Holdings, Inc. 0.26% Add +5.2% 1,890,101 $189.1M
Disciplina Capital Management LLC 22.80% Reduce -2.1% 1,868,699 $187.3M
Axxcess Wealth Management, LLC 3.94% Add +6.3% 1,859,432 $186.4M
Charter Oak Capital Management, LLC 14.22% Add +5.9% 1,808,043 $181.3M
Howard Capital Management, LLC 2.30% Add +52.7% 1,734,251 $173.9M
Country Trust Bank 3.78% Add +70.5% 1,722,151 $172.6M
Comerica Bank 0.64% Add +4.7% 1,684,804 $168.9M
Capital Asset Advisory Services LLC 7.06% Add +2.1% 1,630,984 $163.5M
Destination Wealth Management 4.25% Add +5.4% 1,538,979 $154.3M
Forvis Mazars Wealth Advisors, LLC 2.87% Add +1.8% 1,442,415 $144.6M
Wesbanco Bank Inc. 3.98% Add +6.9% 1,426,143 $143.0M
Mitsubishi UFJ Trust & Banking Corp 0.31% No change 1,413,455 $141.7M
MML Investors Services, LLC 0.37% Add +2.2% 1,400,997 $140.4M
Rebalance, LLC 8.20% Add +4.4% 1,356,028 $135.9M
Cambridge Investment Research Advisors, Inc. 0.36% Add +6.8% 1,323,132 $132.6M
Sumitomo Mitsui Financial Group, Inc. 2.31% Add +9.5% 1,316,435 $132.0M
Principal Securities, Inc. 2.17% Add +8.7% 1,311,530 $131.5M
Coldstream Capital Management Inc. 1.74% Add +45.7% 1,288,891 $129.2M
Victory Capital Management Inc. 0.08% Add +40.7% 1,272,483 $127.6M
Trajan Wealth LLC 5.47% Reduce -1.9% 1,263,553 $126.7M
Janney Montgomery Scott LLC 0.29% Add +15.2% 1,226,174 $122.9M
Kingsview Wealth Management, LLC 1.83% Reduce -25.2% 1,192,992 $119.6M
Fisher Asset Management 0.04% Add +4.8% 1,177,835 $118.1M
Mill Creek Capital Advisors, LLC 2.41% Add +5.8% 1,164,965 $116.8M
Ritholtz Wealth Management 2.25% Add +7.5% 1,152,137 $115.5M
Allspring Global Investments Holdings, LLC 0.18% Add +34.9% 1,121,553 $112.4M
Orion Porfolio Solutions, LLC 0.86% Add +19.4% 1,110,392 $111.3M
Focus Partners Wealth 0.18% Add +16.4% 1,105,559 $110.9M
Corient Private Wealth LP 0.17% Add +16.4% 1,079,490 $107.2M
Hantz Financial Services, Inc. 1.60% Add +53.2% 1,056,344 $105.9M
GenTrust, LLC 4.81% Reduce -3.6% 1,055,792 $105.8M
Graves Light Lenhart Wealth, Inc. 11.42% Add +1.6% 1,026,969 $103.0M
Keybank National Association 0.36% Add +2.9% 1,017,268 $102.0M
Crestwood Advisors Group, LLC 1.73% Reduce -3.6% 1,016,268 $101.9M
Vestmark Advisory Solutions, Inc. 1.94% Reduce -34.0% 1,014,010 $101.7M
Center for Financial Planning, Inc. 10.70% Add +3.6% 999,011 $100.2M
Sumitomo Mitsui Trust Group, Inc. 0.06% No change 992,594 $99.5M
Gerber Kawasaki Wealth & Investment Management 3.41% Add +16.3% 989,763 $99.2M
National Philanthropic Trust 1.09% Add +3.4% 970,825 $97.3M
Macquarie Group Ltd. 0.11% New 948,261 $95.1M
Sagespring Wealth Partners, LLC 1.85% Reduce -0.5% 24,425,094 $94.7M
Tidal Investments LLC 0.40% Add +3.8% 945,638 $94.5M
1832 Asset Management L.P. 0.15% Reduce -0.1% 905,502 $90.8M
Mirae Asset Global Investments Co., Ltd. 0.28% Reduce -6.3% 899,646 $90.2M
Trustmark Bank Trust Department 5.81% Reduce -3.0% 892,128 $89.4M
Stamos Capital Partners, L.P. 16.87% Add +84.1% 891,875 $89.4M
Metropolitan Life Insurance Co 26.19% Add +3.1% 891,738 $89.4M
Steele Capital Management, Inc. 3.90% Add +8.3% 877,509 $88.0M
NewEdge Advisors, LLC 0.40% Add +5.5% 874,721 $87.7M
Meridian Wealth Partners, LLC 11.85% Add +4.3% 859,168 $86.1M
Baker Avenue Asset Management, LP 2.02% Reduce -3.3% 843,229 $84.5M
Voya Investment Management LLC 0.10% Add +5.2% 841,391 $84.3M
Fifth Third Bancorp 0.27% Add +25.9% 828,084 $83.0M
Affiance Financial, LLC 15.05% Add +12.2% 824,609 $82.7M
HSBC Holdings PLC 0.05% Reduce -22.9% 789,409 $79.1M
iA Global Asset Management Inc. 1.07% Add +9.2% 781,059 $78.3M
Beacon Pointe Advisors, LLC 0.66% Reduce -22.1% 778,826 $78.1M
Freestone Capital Holdings, LLC 2.37% Add +11.3% 770,699 $77.3M
Westerkirk Capital Inc. 8.78% Add +23.8% 766,720 $76.9M
Zacks Investment Management 0.61% Reduce -0.1% 761,200 $76.3M
PDS Planning, Inc 5.28% Add +2.9% 760,978 $76.3M
Rational Advisors, Inc. 7.91% Reduce -1.1% 756,348 $75.8M
Brookstone Capital Management 0.89% Add +7.0% 746,095 $74.8M
Old National Bancorp 1.27% Add +0.2% 739,801 $74.2M
Juniper Hill Capital Management LP 17.47% No change 736,489 $73.8M
United Capital Financial Advisors, LLC 0.52% Add +1.5% 721,354 $72.3M
First Citizens Bank & Trust Co. 1.55% Reduce -92.8% 715,653 $71.7M
Charles Schwab Trust Co 4.75% Add +3.8% 697,732 $69.9M
Bouchey Financial Group, Ltd. 5.39% Add +4.4% 697,156 $69.9M
Professional Financial Advisors, LLC 14.39% Add +1.0% 682,154 $68.4M
Oarsman Capital, Inc. 9.59% Add +1531.0% 682,039 $68.4M
Cwm, LLC 0.21% Add +3.5% 681,686 $68.3M
Thrivent Financial for Lutherans 0.14% Add +90.2% 678,007 $68.0M
Sand Hill Global Advisors, LLC 2.35% Add +3.1% 667,066 $66.9M
Franklin Resources Inc. 0.02% Reduce -4.0% 666,450 $66.8M
Trust Co 6.79% Add +3.3% 662,244 $66.4M
Evoke Wealth, LLC 1.37% Reduce -8.7% 653,441 $65.5M
Ellenbecker Investment Group 9.61% Add +8.4% 648,841 $65.0M
McKinley Carter Wealth Services, Inc. 3.41% Add +0.6% 647,528 $64.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% No change 2,599,863 $64.4M
Bar Harbor Wealth Management 3.75% Add +4.5% 622,586 $62.4M
Efficient Advisors, LLC 3.51% Add +2.2% 620,891 $62.2M
JFS Wealth Advisors, LLC 3.60% Add +3.1% 613,711 $61.5M
Kestra Private Wealth Services, LLC 0.80% Reduce -0.0% 612,892 $61.4M
Park Avenue Securities LLC 0.48% Add +10.2% 610,516 $61.2M
New York Life Investment Management LLC 0.54% Add +10.5% 610,296 $61.2M
Verger Capital Management LLC 19.82% Add +40.0% 609,042 $61.1M
Summit Global Investments 3.54% Add +1.4% 605,293 $60.7M
Wealthspire Retirement, LLC 3.82% Add +1.5% 596,401 $59.8M
Rock Creek Group LLC 6.29% Add +11.6% 596,362 $59.8M
Lido Advisors, LLC 0.24% Add +0.2% 588,930 $59.0M
Zions Bancorporation, National Association 2.84% Add +2.4% 573,775 $57.5M
Bell Bank 2.44% Add +5.8% 560,906 $56.2M
Cornerstone Wealth Group, LLC 3.78% Add +0.5% 558,965 $56.0M
Chaney Capital Management, Inc. 19.82% Add +7.9% 557,327 $55.9M
Sunflower Bank, N.A. 13.52% Add +0.2% 554,366 $55.6M
M&T Bank Corp 0.19% Reduce -0.8% 554,316 $55.6M
Focus Financial Network, Inc. 1.95% Add +9.6% 544,398 $54.6M
Mather Group, Llc. 0.55% Add +18.7% 540,598 $54.2M
Adaptive Financial Consulting, LLC 21.45% Add +2.4% 535,246 $53.7M
Prentice Wealth Management LLC 13.18% Add +7.2% 533,312 $53.5M
P/E Global LLC 10.56% Add +2.6% 526,584 $52.8M
NEOS Investment Management LLC 0.39% Add +13.7% 526,803 $52.6M
Rhumbline Advisers 0.04% Add +35.6% 518,398 $52.0M
GoalFusion Wealth Management, LLC 24.05% Add +4.0% 502,507 $50.4M
Bricktown Capital, LLC 8.28% No change 501,092 $50.2M
BNP Paribas Financial Markets 0.04% Reduce -50.3% 496,255 $49.7M
Mascoma Wealth Management LLC 10.95% Add +1.3% 495,713 $49.7M
Allworth Financial LP 0.22% Add +8.9% 487,575 $48.9M
Private Advisor Group, LLC 0.24% Add +12.9% 486,379 $48.8M
Composition Wealth, LLC 0.73% Add +35.3% 485,689 $48.7M
Cullen/Frost Bankers, Inc. 0.56% Add +2.1% 478,545 $48.0M
Gridiron Partners, LLC 27.07% Add +11.7% 475,247 $47.6M
TD Private Client Wealth LLC 1.07% Add +14.2% 473,087 $47.4M
Assetmark, Inc. 0.10% Add +42.4% 473,068 $47.4M
Savvy Advisors, Inc. 2.16% Add +50.7% 469,663 $47.1M
Kestra Advisory Services, LLC 0.21% Reduce -9.5% 463,919 $46.5M
Financial Engines Advisors L.L.C. 0.09% Add +24.6% 461,448 $46.3M
Keel Point, LLC 2.84% Add +9.5% 460,998 $46.2M
NorthCoast Asset Management LLC 0.18% Add +10.4% 460,569 $46.2M
1607 Capital Partners, LLC 3.46% No change 457,945 $45.9M
SVB Wealth LLC 2.46% Reduce -26.2% 455,385 $45.7M
Buck Wealth Strategies, LLC 6.25% Add +4.5% 454,520 $45.6M
Full Sail Capital, LLC 2.49% Add +5.0% 450,860 $45.2M
Twele Capital Management, Inc. 8.28% Add +7.6% 447,643 $44.9M
Robertson Stephens Wealth Management, LLC 1.34% Add +15.1% 443,492 $44.5M
Amarillo National Bank 7.72% Add +6.3% 437,996 $43.9M
Scotia Capital Inc. 0.19% Reduce -0.3% 435,571 $43.7M
Summit Trail Advisors, LLC 0.60% Add +9.2% 434,093 $43.5M
Pinnacle Financial Partners Inc 1.02% Add +17.4% 423,964 $42.5M
Abound Wealth Management 10.56% Add +3.7% 420,665 $42.2M
Wealthcare Advisory Partners LLC 0.87% Add +4.9% 418,656 $42.0M
MAI Capital Management 0.26% Add +18.1% 417,559 $41.9M
Legacy Financial Strategies, LLC 7.55% Add +4.5% 417,133 $41.8M
MTC Wealth Management LLC 19.41% Reduce -0.6% 415,764 $41.7M
Dakota Wealth Management 0.84% Add +25.5% 413,171 $41.4M
Ascent Group, LLC 1.46% Add +0.5% 412,908 $41.4M
Equitable Holdings, Inc. 0.30% Add +1.8% 411,311 $41.2M
Fort Point Capital Partners LLC 5.23% Add +5.3% 410,627 $41.2M
Cornerstone Management, Inc. 6.79% Add +10.9% 409,503 $41.1M
eCIO, Inc. 15.32% Add +7.2% 409,287 $41.0M
Common Fund for Nonprofit Organizations 3.52% Add +37.8% 408,843 $41.0M
Single Point Partners, LLC 8.32% Add +2.1% 422,653 $41.0M
Vicus Capital 3.11% Reduce -4.0% 406,396 $40.7M
DB Fitzpatrick & Co, Inc 36.77% Reduce -1.4% 405,779 $40.7M
Acorn Financial Advisory Services Inc. 6.23% Add +3.4% 405,219 $40.6M
Flagship Harbor Advisors, LLC 1.77% Add +8.5% 404,909 $40.6M
Arbor Investment Advisors, LLC 5.12% Add +0.9% 402,623 $40.4M
Tandem Wealth Advisors LLC 19.18% Add +7.5% 402,341 $40.3M
Global Retirement Partners, LLC 0.90% Add +4.2% 399,036 $40.0M
Mgo One Seven LLC 0.92% Add +5030.5% 395,666 $39.7M
Black Diamond Financial, LLC 4.43% Add +22.3% 394,546 $39.6M
Connable Office Inc. 3.65% Reduce -2.1% 392,574 $39.4M
Prosperity Consulting Group, LLC 1.92% Add +2.9% 389,333 $39.0M
Bristlecone Advisors, LLC 3.23% Reduce -1.1% 385,520 $38.6M
Fulton Breakefield Broenniman LLC 2.49% Add +1.9% 384,827 $38.6M
Brave Asset Management Inc. 9.40% Add +1.2% 383,923 $38.5M
Lowe Brockenbrough & Co. Inc. 1.95% Reduce -30.0% 378,887 $38.0M
Baron Silver Stevens Financial Advisors, LLC 5.48% Add +4.2% 373,584 $37.5M
Provenance Wealth Advisors, LLC 4.82% Add +1.7% 372,345 $37.3M
Visionary Wealth Advisors 1.74% Add +47.0% 372,039 $37.3M
Baird Financial Group, Inc. 0.06% Reduce -13.4% 371,300 $37.2M
Smithfield Trust Co 1.65% Add +13.6% 367,255 $36.8M
Gotham Asset Management 0.16% Add +3.4% 366,824 $36.8M
Wealthspire Advisors, LLC 0.19% Reduce -23.5% 366,262 $36.7M
First Business Financial Services, Inc. 3.34% Add +1.8% 363,294 $36.4M
Ameritas Investment Partners, Inc. 1.10% Add +3.7% 358,805 $36.0M
Bright Financial Advisors, Inc. 17.32% Add +7.1% 353,529 $35.4M
Tectonic Advisors LLC 1.93% Add +0.7% 353,100 $35.4M
Liquid Strategies, LLC 7.28% Reduce -27.3% 352,546 $35.3M
Bokf, NA 0.53% Add +5.4% 352,147 $35.3M
Towercrest Capital Management 5.56% Add +12.0% 345,590 $34.6M
Strategic Investment Management, LLC 18.69% Reduce -0.1% 344,640 $34.6M
Beirne Wealth Consulting Services, LLC 8.21% Add +2.2% 341,112 $34.2M
Shakespeare Wealth Management, LLC 7.72% New 338,563 $33.9M
LVZ, Inc. 3.83% Add +1.1% 336,222 $33.7M
Lineweaver Wealth Advisors, LLC 4.88% Add +19.4% 332,039 $33.3M
First Merchants Corp. 1.24% Reduce -0.8% 329,165 $33.0M
Koss-Olinger Consulting, LLC 2.72% Reduce -0.4% 332,544 $33.0M
CIBC Private Wealth Group LLC 0.06% Reduce -20.1% 327,224 $32.8M
Verdence Capital Advisors LLC 1.89% Add +41.5% 323,746 $32.8M
AdvisorNet Financial, Inc 1.84% Add +6.2% 323,723 $32.5M
Greenspring Advisors, LLC 5.73% — 323,485 $32.4M
United Bank 3.68% Reduce -1.8% 308,204 $30.9M
ETF Portfolio Partners, Inc. 8.17% Add +3.1% 306,143 $30.7M
Great Valley Advisor Group, Inc. 0.61% Add +1.1% 305,151 $30.6M
Unique Wealth, LLC 4.46% Add +1.7% 303,197 $30.4M
Fiduciary Group, LLC 2.66% Add +17.5% 302,182 $30.3M
First Bank & Trust 5.10% Add +2.7% 302,124 $30.3M
JT Stratford LLC 4.06% Reduce -31.7% 300,717 $30.1M
First Citizens Asset Management, Inc. 10.59% Reduce -54.6% 297,832 $29.9M
First Citizens Investor Services, Inc. 11.54% — 297,831 $29.9M
First Washington CORP 8.00% Reduce -22.4% 297,782 $29.9M
NewEdge Wealth, LLC 0.42% Add +19.8% 295,988 $29.6M
Spire Wealth Management 0.99% Reduce -1.3% 290,826 $29.2M
Legacy Private Trust Co. 1.74% Add +8.3% 290,583 $29.1M
Sanctuary Advisors, LLC 0.17% Add +3.7% 290,398 $29.1M
Zhang Financial LLC 1.18% Add +31.7% 289,103 $29.0M
Summit Financial, LLC 0.44% Add +19.4% 287,893 $28.9M
Syon Capital LLC 1.55% Add +2.0% 287,270 $28.8M
Man Group plc 0.06% Add +6.6% 285,398 $28.6M
World Investment Advisors 0.58% Add +1.0% 284,976 $28.6M
Atria Investments, Inc 0.33% Add +55.3% 284,924 $28.6M
Fairview Capital Investment Management, LLC 1.44% Reduce -2.4% 283,768 $28.4M
Fort Henry Capital, LLC 17.99% Add +1.9% 282,459 $28.3M
Grey Fox Wealth Advisors, LLC 5.77% Reduce -0.2% 282,314 $28.3M
GP Brinson Investments LLC 11.47% No change 280,650 $28.1M
Earned Wealth Advisors, LLC 4.63% Add +27.6% 280,541 $28.1M
Beacon Investment Advisory Services, Inc. 1.18% Add +4.1% 280,368 $28.1M
Concurrent Investment Advisors, LLC 0.48% Reduce -0.7% 278,957 $28.0M
SG Americas Securities, LLC 0.10% New 278,680 $27.9M
Hancock Whitney Corp. 0.50% Reduce -5.1% 274,430 $27.5M
Perigon Wealth Management, LLC 0.56% Reduce -7.4% 272,387 $27.3M
Octavia Wealth Advisors, LLC 2.70% Add +8.2% 270,613 $27.1M
Compound Planning, Inc. 0.87% Add +21.1% 269,103 $27.0M
Northwestern Mutual Investment Management Company, LLC 0.39% Add +1.2% 268,062 $26.9M
Tanager Wealth Management LLP 2.81% Reduce -6.6% 267,176 $26.8M
TD Capital Management LLC 2.41% Reduce -2.1% 267,061 $26.8M
Brown Advisory Inc. 0.03% Add +1.2% 266,962 $26.8M
Capital Insight Partners, LLC 4.43% Reduce -1.6% 266,873 $26.8M
Caliber Wealth Management, LLC / KS 2.96% Add +5.2% 265,103 $26.6M
Marquette Asset Management, LLC 4.06% Add +9.4% 264,548 $26.5M
MV Capital Management, Inc. 2.54% Add +4.1% 263,670 $26.4M
Hudson Capital Management LLC 7.18% Reduce -0.6% 261,518 $26.2M
Regions Financial Corp. 0.17% Add +1.6% 260,851 $26.2M
Matrix Trust Co 4.09% Add +9.1% 260,534 $26.1M
Heartwood Wealth Advisors LLC 2.43% Add +1.9% 259,882 $26.1M
Golden State Wealth Management, LLC 2.87% Add +1.1% 259,456 $26.0M
Phillips Financial Management, LLC 1.71% Reduce -5.0% 259,104 $26.0M
Parallel Advisors, LLC 0.47% Add +3.4% 255,450 $25.6M
Eley Financial Management, Inc 9.16% Add +2.0% 253,743 $25.4M
Pure Financial Advisors, LLC 0.40% Add +3.4% 253,509 $25.4M
BayBridge Capital Group, LLC 16.06% Add +2.0% 251,269 $25.2M
Financial Designs Corp 14.51% Add +4.4% 249,290 $25.1M
Galvin, Gaustad & Stein, LLC 2.06% Add +1.5% 248,874 $24.9M
Bank of Hawaii 1.24% Add +1.0% 247,531 $24.8M
Rockefeller Capital Management L.P. 0.05% Add +9.8% 245,606 $24.6M
Cultivar Capital, Inc. 15.99% Add +3.4% 239,111 $24.0M
Madison Asset Management, LLC 0.26% Reduce -1.7% 237,926 $23.9M
Cresset Asset Management, LLC 0.10% Add +0.5% 236,206 $23.7M
Eight 31 Financial, LLC 13.29% Add +57.5% 235,154 $23.6M
DT Investment Partners, LLC 1.98% Reduce -2.0% 233,633 $23.4M
Snider Financial Group 6.38% Add +1.6% 233,422 $23.4M
Main Street Financial Solutions, LLC 1.50% Add +6.0% 232,805 $23.3M
Valmark Advisers, Inc. 0.30% Add +6.9% 229,072 $23.0M
Sequent Planning LLC 6.47% Add +1529.8% 227,579 $22.8M
Founders Financial Securities LLC 1.55% Reduce -15.0% 227,513 $22.8M
Catalyst Financial Partners LLC 2.74% Reduce -2.9% 226,482 $22.7M
Florida Trust Wealth Management Co 0.65% Add +30.4% 226,313 $22.7M
Horizon Investments, LLC 0.29% Reduce -12.4% 225,015 $22.4M
Chemung Canal Trust Co. 4.46% Add +3.1% 223,189 $22.4M
First Hawaiian Bank 2.85% Add +4.8% 221,699 $22.2M
Sheridan Capital Management, LLC 11.70% Add +21.7% 220,918 $22.1M
Colton Groome Financial Advisors, LLC 6.79% Add +6.2% 220,762 $22.1M
Wrapmanager Inc. 6.70% Reduce -17.7% 217,271 $21.8M
Integrity Alliance, Llc. 1.03% Add +18.5% 216,775 $21.7M
TCI Wealth Advisors, Inc. 1.30% Reduce -1.1% 216,766 $21.7M
Berger Financial Group, Inc 1.30% Add +0.9% 216,341 $21.7M
Hudock, Inc. 3.25% Reduce -1.1% 213,454 $21.4M
Lutz Financial Services LLC 1.53% Reduce -2.2% 210,884 $21.1M
Integrated Wealth Concepts LLC 0.19% Add +3.2% 210,842 $21.1M
Ted Buchan & Co 8.28% Add +5.0% 210,763 $21.1M
Summit Wealth Partners, LLC 3.79% Add +4.3% 209,358 $21.0M
SBI Securities Co., Ltd. 0.53% Reduce -8.1% 207,585 $20.8M
Advisory Services Network, LLC 0.30% Reduce -6.3% 205,712 $20.6M
Sowell Financial Services LLC 0.79% Add +0.4% 205,284 $20.6M
Ballast Advisors LLC 5.67% Add +3.8% 205,248 $20.6M
Souders Financial Advisors 2.42% Add +3.8% 203,319 $20.4M
Garde Capital, Inc. 1.02% Add +1.4% 202,597 $20.3M
Kelly Financial Group LLC 5.35% Add +8.4% 201,376 $20.2M
Waverly Advisors, LLC 0.20% Reduce -30.3% 200,769 $20.1M
Red Cedar Investment Management, LLC 2.36% Reduce -2.4% 200,483 $20.1M
DSG Capital Advisors, LLC 3.20% Add +38.0% 200,021 $20.1M
Loomis Sayles & Co. L P 0.02% Add +51.0% 200,000 $20.1M
Level Four Advisory Services, LLC 0.69% Add +6.5% 199,588 $20.0M
Lazard Asset Management LLC 0.03% New 198,319 $19.9M
Insight 2811, Inc. 8.86% Add +10.1% 198,270 $19.9M
Patriot Investment Management Group, Inc. 1.29% Add +2.8% 197,903 $19.8M
Regimen Wealth, LLC 5.88% Add +1.8% 197,739 $19.8M
Tiemann Investment Advisors, LLC 7.48% Add +4.0% 195,008 $19.5M
Modera Wealth Management, LLC 0.23% Reduce -1.0% 194,015 $19.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.48% Add +5.6% 193,127 $19.4M
NorthCrest Asset Manangement, LLC 0.46% Add +3.7% 193,343 $19.4M
Fund Evaluation Group, LLC 0.69% Add +1.8% 188,921 $18.9M
Stratos Wealth Partners, LTD. 0.22% Add +6.7% 187,926 $18.8M
Stephens Inc. 0.24% Add +6.3% 187,424 $18.8M
Forefront Wealth Partners, LLC 4.71% Add +78.8% 186,772 $18.7M
First Foundation Advisors 0.69% Reduce -48.5% 186,088 $18.7M
Natixis Advisors, LLC 0.03% Add +13.8% 185,050 $18.6M
Passaic Partners LLC 2.20% Reduce -55.4% 182,465 $18.3M
Diversified Trust Co. 0.37% Add +3.1% 182,336 $18.3M
Elm Partners Management LLC 0.92% Reduce -4.0% 181,911 $18.2M
Ally Invest Advisors Inc. 1.30% Add +10.8% 181,006 $18.1M
First Commonwealth Financial Corp 3.03% New 180,430 $18.1M
Stratos Wealth Advisors, LLC 0.87% Add +8.9% 180,226 $18.1M
Clearstead Advisors, LLC 0.26% Reduce -19.0% 177,725 $17.8M
Cordgrass Capital Advisors, LLC 4.39% Add +4.8% 177,306 $17.8M
Synergy Asset Management, LLC 0.64% Add +244.8% 177,751 $17.7M
Joel Adams & Associates, Inc. 14.20% Add +3.7% 175,585 $17.6M
Omega Financial Group, LLC 5.90% Add +2.2% 174,866 $17.5M
Chesapeake Wealth Management 5.34% Add +8.5% 174,583 $17.5M
Onyx Bridge Wealth Group LLC 1.90% Reduce -39.4% 174,160 $17.5M
Texas Capital Bank Wealth Management Services Inc 1.44% Reduce -4.2% 174,144 $17.5M
Retirement Capital Strategies 6.68% Reduce -1.1% 173,727 $17.4M
Alpha Financial Partners LLC 11.28% Add +6.1% 172,974 $17.3M
James J. Burns & Company, LLC 2.58% Add +7.0% 172,641 $17.3M
Diversified Enterprises, LLC 1.16% Add +8.2% 171,245 $17.2M
Financial Partners Group, Inc 2.13% Add +3.3% 170,425 $17.1M
Schroder Investment Management Group 0.01% Add +3.7% 169,888 $17.0M
Qube Research & Technologies Ltd 0.02% Add +96.9% 169,541 $17.0M
Sigma Planning Corp 0.48% Reduce -3.2% 168,069 $16.8M
WASHINGTON TRUST Co 0.55% Add +4.1% 167,012 $16.7M
Genus Capital Management Inc. 1.94% Reduce -5.0% 166,560 $16.7M
Webster Bank, N. A. 1.59% Add +4.7% 164,783 $16.5M
Sunesis Advisors, LLC 7.70% — 164,358 $16.5M
Watershed Private Wealth LLC 5.21% Add +3.9% 164,297 $16.5M
Aspiriant, LLC 0.50% Reduce -42.7% 163,669 $16.4M
Choreo, LLC 0.21% Add +1.1% 162,919 $16.3M
Oppenheimer Asset Management Inc. 0.18% Add +2.1% 162,236 $16.3M
Principal Financial Group Inc. 0.01% Reduce -49.1% 161,504 $16.2M
Fiducient Advisors LLC 1.87% Add +3.5% 159,492 $16.0M
Bartlett & Co. Wealth Management LLC 0.21% Reduce -1.6% 159,362 $16.0M
Aquire Wealth Advisors, LLC 3.93% Add +5.5% 159,307 $16.0M
CX Institutional 0.48% Add +205.4% 157,491 $15.8M
Walker Financial Services, Inc. 6.14% Reduce -65.6% 157,355 $15.8M
Sequoia Financial Advisors, LLC 0.10% Add +6.0% 156,592 $15.7M
Greenup Street Wealth Management LLC 2.40% Add +165.3% 155,662 $15.6M
MIdWestOne Financial Group, Inc. 1.87% Add +16.2% 153,614 $15.4M
GPS Wealth Strategies Group, LLC 1.62% Add +2.6% 153,185 $15.4M
Prospera Financial Services Inc 0.26% Add +0.5% 152,548 $15.3M
Silverleafe Capital Partners, LLC 4.70% Add +0.0% 151,759 $15.2M
Cercano Management LLC 0.58% No change 151,570 $15.2M
Sandy Cove Advisors, LLC 4.84% Add +0.7% 151,151 $15.2M
Benjamin Edwards Inc. 0.17% Add +14.3% 150,501 $15.1M
Money Concepts Capital Corp. 0.92% Add +8.9% 148,043 $14.8M
Calamos Wealth Management LLC 0.54% Add +6.6% 147,983 $14.8M
Granite Harbor Advisors, Inc. 6.23% Add +23.9% 147,856 $14.8M
Harbour Investments, Inc. 0.34% Reduce -6.6% 147,568 $14.8M
Tide Cove Capital Partners LLC 11.32% Add +1.0% 146,759 $14.7M
SCS Capital Management LLC 0.16% Reduce -11.2% 146,462 $14.7M
Providence First Trust Co 5.06% Reduce -3.7% 145,536 $14.6M
Farther Finance Advisors, LLC 0.22% Reduce -34.0% 144,485 $14.5M
Vantage Financial Partners, LLC 3.04% Reduce -8.9% 143,849 $14.4M
Robinswood Financial LLC 4.81% Add +3.3% 143,838 $14.4M
Motive Wealth Advisors 6.20% Reduce -5.4% 143,398 $14.4M
Family Capital Trust Co 4.79% Add +0.4% 142,875 $14.3M
Montecito Bank & Trust 2.22% — 142,486 $14.3M
Sound Financial Strategies Group, LLC 10.42% Reduce -3.5% 142,314 $14.3M
Alliance Wealth Management Group 3.17% Add +28.0% 141,995 $14.2M
Colonial Trust Advisors 1.10% Add +17.4% 141,923 $14.2M
BLB&B Advisors, LLC 0.61% Reduce -78.8% 141,370 $14.2M
Global Endowment Management, LP 1.77% Add +3.3% 140,915 $14.1M
FC Advisory LLC 4.10% Add +1.1% 139,927 $14.0M
Fagan Associates, Inc. 1.94% Add +2.5% 139,883 $14.0M
Prairieview Wealth Partners, LLC 13.11% Add +3.1% 139,214 $14.0M
Mann Financial Group, Inc. 13.72% — 138,580 $13.9M
Fifth Third Securities, Inc. 0.95% Add +29.4% 138,363 $13.9M
Financial & Tax Architects, LLC 3.06% Reduce -7.5% 138,314 $13.9M
First National Corp. /Ma/ 2.62% Reduce -0.1% 137,885 $13.8M
Arrowroot Family Office, LLC 5.50% Add +11.7% 137,467 $13.8M
Commerce Bank 0.08% Add +4.4% 137,379 $13.8M
Peddock Capital Advisors, LLC 2.96% Add +0.5% 136,918 $13.7M
Smith & Howard Wealth Management, LLC 3.20% Reduce -1.2% 136,838 $13.7M
Permanent Capital Management, LP 2.55% — 136,297 $13.7M
Brooklyn Investment Group 1.84% Reduce -3.2% 138,159 $13.7M
Twin Focus Capital Partners, LLC 1.73% Add +3.8% 136,030 $13.6M
High Net Worth Advisory Group LLC 3.26% Reduce -0.7% 134,963 $13.5M
NewSquare Capital LLC 0.91% Add +8.6% 134,400 $13.5M
Sharp Wealth Advisory, LLC 7.32% Add +15.8% 134,194 $13.5M
Evensky & Katz LLC 0.78% Add +2.7% 133,616 $13.4M
Greenwood Capital Associates LLC 1.54% Add +2.4% 132,727 $13.3M
Westwood Holdings Group Inc. 0.10% Add +0.2% 132,100 $13.2M
Nwam LLC 0.71% Add +9.2% 130,310 $13.2M
Modern Wealth Management, LLC 0.26% Add +0.8% 131,352 $13.2M
Easterly Investment Partners LLC 0.89% No change 131,350 $13.2M
J.W. Cole Advisors, Inc. 0.25% Add +6.7% 131,278 $13.2M
Mullooly Asset Management, Inc. 5.04% Add +6.5% 131,126 $13.1M
Clearwater Capital Advisors, LLC 1.11% Reduce -0.4% 130,387 $13.1M
Cynosure Group, LLC 1.42% Add +8.6% 130,301 $13.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.20% Reduce -4.7% 129,356 $13.0M
HB Wealth Management, LLC 0.09% Add +10.3% 128,306 $12.9M
Wilmington Savings Fund Society, FSB 0.31% Reduce -77.0% 128,144 $12.8M
Blair William & Co. 0.03% Add +4.2% 127,569 $12.8M
Freestate Advisors LLC 10.69% Add +2.1% 127,161 $12.7M
Somnio Financial Group, LLC 8.62% Add +2.9% 126,823 $12.7M
Richard W. Paul & Associates, LLC 4.33% Add +2.8% 126,535 $12.7M
Donaldson Capital Management, LLC 0.40% Add +82.3% 125,283 $12.6M
Moneta Group Investment Advisors LLC 0.10% Add +5.8% 125,171 $12.5M
Accelerate Investment Advisors LLC 8.47% Add +7.6% 124,120 $12.4M
Ameliora Wealth Management Ltd. 4.12% Reduce -25.8% 123,486 $12.4M
Catalyst Capital Advisors LLC 0.25% Reduce -6.3% 121,939 $12.2M
Interactive Financial Advisors, Inc. 6.61% Reduce -12.2% 121,900 $12.2M
Lifestyle Asset Management, Inc. 4.14% Add +41.1% 120,868 $12.1M
Blue Barn Wealth, LLC 5.32% Add +5.2% 120,807 $12.1M
Central Bank & Trust Co. 1.91% Reduce -1.5% 120,778 $12.1M
Elevation Point Wealth Partners, LLC 0.84% Add +2446.1% 120,762 $12.1M
Stanich Group LLC 7.41% New 120,657 $12.1M
TruWealth Advisors, LLC 0.61% Add +4.7% 120,236 $12.1M
Frisco Financial Planning LLC 10.26% New 119,933 $12.0M
LMG Wealth Partners, LLC 2.23% Reduce -1.0% 119,407 $12.0M
Rothschild Wealth LLC 2.61% Add +5.0% 119,311 $12.0M
Rakuten Investment Management, Inc. 0.04% — 118,910 $11.9M
IHT Wealth Management, LLC 0.30% Reduce -2.0% 117,846 $11.8M
Independent Solutions Wealth Management, LLC 2.09% Add +0.4% 117,154 $11.7M
One Day In July LLC 0.99% Add +0.6% 117,135 $11.7M
McGlone Suttner Wealth Management, Inc. 1.64% Add +2.2% 117,077 $11.7M
LifePlan Investment Advisors, Inc. 4.87% Add +3.8% 115,887 $11.6M
Cibc World Market Inc. 0.02% Add +4.0% 115,633 $11.6M
Kopp Family Office, LLC 7.54% Add +4.7% 115,580 $11.6M
Mutual Advisors, LLC 0.26% Add +7.7% 114,649 $11.6M
Peak Financial Management, Inc. 3.06% Add +2.4% 115,403 $11.6M
HTG Investment Advisors, Inc. 3.88% Add +1.1% 115,036 $11.5M
High Note Wealth, LLC 2.31% Add +5.6% 114,851 $11.5M
Caldwell Trust Co 1.07% Add +7.4% 114,344 $11.5M
Strategic Financial Partners, Ltd. 5.24% Reduce -1.2% 114,201 $11.4M
CVA Family Office, LLC 1.47% Add +8.2% 113,857 $11.4M
Van Hulzen Asset Management, LLC 0.84% Reduce -0.3% 113,167 $11.3M
TCP Asset Management, LLC 2.02% Add +5.5% 112,950 $11.3M
PFG Advisors 0.46% New 112,944 $11.3M
Exencial Wealth Advisors, LLC 0.37% Add +0.6% 111,983 $11.2M
Oppenheimer & Co. Inc. 0.14% Add +6.2% 110,873 $11.1M
Corepath Wealth Partners LLC 8.03% Reduce -16.7% 110,671 $11.1M
Geneos Wealth Management Inc. 0.28% Add +2.2% 110,227 $11.1M
Carbahal Olsen Financial Services Group, LLC 8.87% Add +0.7% 110,226 $11.1M
Roundview Capital LLC 0.69% Add +2.0% 109,579 $11.0M
BCS Wealth Management 2.48% Add +24.1% 109,570 $11.0M
Ashton Thomas Securities, LLC 1.53% New 109,264 $11.0M
Blue Chip Partners, LLC 0.82% Add +1.0% 109,295 $11.0M
Emergent Wealth Advisors, LLC 6.31% Add +18.9% 108,069 $10.9M
Smith Shellnut Wilson LLC 4.16% Add +1.3% 108,042 $10.8M
RFG Advisory, LLC 0.22% Add +33.8% 107,857 $10.8M
Ames National Corp. 6.41% Add +2.8% 107,779 $10.8M
Integrated Advisors Network LLC 0.45% Add +64.5% 107,526 $10.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +1.6% 106,698 $10.7M
RFP Financial Group LLC 4.35% Reduce -2.3% 110,162 $10.7M
Slow Capital, Inc. 1.24% Add +11.9% 105,582 $10.6M
National Bank of Canada 0.01% Add +8.5% 104,779 $10.5M
Timonier Family Office, LTD. 3.41% Add +10.1% 103,748 $10.4M
CFS Investment Advisory Services, LLC 0.77% Add +7.4% 102,593 $10.4M
Synovus Financial Corp. 0.12% Add +1.6% 103,387 $10.4M
Cerity Partners OCIO LLC 0.53% Add +2.4% 103,055 $10.3M
Opes Wealth Management LLC 1.81% Add +3.0% 102,559 $10.3M
Oldfather Financial Services, LLC 3.20% Reduce -1.3% 102,495 $10.3M
U S Wealth Group, Llc. 6.68% Add +38.0% 102,037 $10.2M
Eagle Strategies LLC 1.36% Reduce -2.3% 101,637 $10.2M
Cosner Financial Group, LLC 5.48% Add +14.3% 101,598 $10.2M
Wescott Financial Advisory Group, LLC 0.91% Add +2.3% 101,271 $10.2M
Blankinship & Foster, LLC 2.20% Reduce -1.2% 100,421 $10.1M
Merit Financial Group, LLC 0.09% Add +16.0% 100,283 $10.1M
Bowman & Co S.C. 4.20% Reduce -3.0% 98,975 $9.9M
Amtrust Financial Services, Inc. 3.32% No change 98,560 $9.9M
Legacy PCG, LLC 5.88% Reduce -0.4% 97,745 $9.8M
Andina Capital Management, LLC 5.53% Reduce -3.7% 97,588 $9.8M
IFP Advisors, Inc 0.25% Reduce -12.6% 96,884 $9.7M
Colonial Trust Co / SC 1.29% Add +10.5% 95,504 $9.6M
IFG Advisory, LLC 0.43% Add +194.5% 95,259 $9.5M
TBH Global Asset Management, LLC 1.85% New 94,782 $9.5M
Ascentis Independent Advisors 1.60% Add +12.7% 94,442 $9.5M
Edgestream Partners, L.P. 0.28% Add +864.1% 94,332 $9.5M
Greykasell Wealth Strategies, Inc. 3.97% Add +29.7% 94,008 $9.4M
NorthLanding Financial Partners, LLC 7.84% Add +8.4% 93,724 $9.4M
Quadrature Capital Ltd 0.11% New 93,291 $9.4M
KMG Fiduciary Partners, LLC 0.63% Add +2.2% 92,912 $9.3M
Investment Research Partners LLC 4.16% — 91,756 $9.2M
Millennium Management 0.01% Add +148.1% 92,050 $9.2M
Firestone Capital Management 1.99% Add +5.9% 91,762 $9.2M
Columbus Macro, LLC 1.04% Add +0.9% 91,540 $9.2M
Ausdal Financial Partners, Inc. 0.45% Add +12.3% 91,503 $9.2M
Capstone Financial Advisors, Inc. 0.49% Reduce -0.0% 90,901 $9.1M
StoneX Group Inc. 0.40% Add +77.2% 90,857 $9.1M
Epiq Partners, LLC 4.43% Add +10.6% 90,566 $9.1M
T. Rowe Price Associates Inc. 0.00% Reduce -87.7% 90,500 $9.1M
Summit Asset Management, LLC 1.39% Add +3.4% 90,185 $9.0M
Founders Grove Wealth Partners, LLC 2.11% Add +324.8% 89,620 $9.0M
Addis & Hill, Inc 5.43% Reduce -6.4% 88,857 $8.9M
Coastline Trust Co 0.95% Add +5.9% 88,642 $8.9M
FDx Advisors, Inc. 2.66% Reduce -1.4% 88,284 $8.9M
Silver Coast Investments LLC 3.04% Add +2.4% 88,395 $8.9M
Aventus Investment Advisors, Inc. 7.52% Add +1.8% 87,919 $8.8M
First Horizon Corp. 0.41% — 87,794 $8.8M
Vernal Point Advisors, LLC 3.78% Reduce -3.1% 87,445 $8.8M
Westside Investment Management, Inc. 1.40% Add +8.1% 87,372 $8.8M
Csenge Advisory Group 0.42% Add +1.8% 87,366 $8.8M
LeConte Wealth Management, LLC 5.79% Add +44.8% 86,496 $8.7M
Act Wealth Management, LLC 3.03% Add +3.4% 86,365 $8.7M
B. Riley Wealth Advisors, Inc. 0.41% Add +1.0% 85,439 $8.6M
von Borstel & Associates, Inc. 1.31% New 85,346 $8.5M
Arete Wealth Advisors, LLC 0.53% Add +0.1% 84,823 $8.5M
Avantax Planning Partners, Inc. 0.24% Reduce -6.2% 84,813 $8.5M
Focus Partners Advisor Solutions, LLC 0.10% Add +44.4% 84,811 $8.5M
Cobblestone Capital Advisors LLC 0.41% Add +45.9% 84,352 $8.5M
Chicago Partners Investment Group LLC 0.22% Reduce -0.4% 83,015 $8.4M
Wayfinding Financial, LLC 3.61% Add +1.4% 83,750 $8.4M
Asset Allocation Strategies LLC 1.65% Add +41.8% 83,358 $8.4M
Smartleaf Asset Management LLC 0.51% Add +18.3% 82,735 $8.3M
GM Advisory Group, LLC 0.35% Reduce -2.4% 82,735 $8.3M
NBT Bank, N.A. 0.54% Reduce -87.4% 10,385 $8.3M
Optas, LLC 1.40% Add +89.8% 82,196 $8.2M
Regal Investment Advisors LLC 0.54% Add +14.9% 81,994 $8.2M
Stonehaven Wealth & Tax Solutions, LLC 7.53% Add +5.0% 81,301 $8.2M
Juncture Wealth Strategies, LLC 2.72% Add +0.5% 81,069 $8.1M
Durante & Waters, LLC 5.95% Add +5.1% 80,713 $8.1M
OneDigital Investment Advisors LLC 0.08% Reduce -6.1% 80,654 $8.1M
Atlas Private Wealth Advisors 1.98% Reduce -37.9% 80,436 $8.1M
KFA Private Wealth Group, LLC 2.30% Add +0.4% 80,238 $8.0M
Midwestern Financial, LLC 6.90% Add +6.0% 80,197 $8.0M
Accurate Wealth Management, LLC 1.07% Add +15.4% 79,423 $8.0M
Citizens Financial Group Inc. 0.11% Reduce -27.7% 79,321 $8.0M
Facet Wealth, Inc. 0.16% Reduce -2.5% 79,095 $7.9M
Acima Private Wealth, LLC 2.47% Add +15.7% 78,560 $7.9M
Heritage Financial Services, LLC 0.71% Add +13.8% 78,447 $7.9M
REDW Wealth LLC 2.97% Reduce -0.1% 78,414 $7.9M
Flagstar Securities, Inc. 2.38% Reduce -8.0% 77,568 $7.8M
Destiny Capital Corp 4.20% Add +3.7% 76,912 $7.7M
Brass Tax Wealth Management, Inc. 1.28% Add +36.8% 76,770 $7.7M
Chesley Taft & Associates LLC 0.33% Reduce -4.7% 76,692 $7.7M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -0.3% 75,860 $7.6M
Invesco Ltd. 0.00% Add +6.6% 75,764 $7.6M
Glassy Mountain Advisors, Inc. 2.28% Reduce -10.2% 75,580 $7.6M
Apexium Financial, LP 0.36% Add +0.5% 73,899 $7.4M
Jackson Hole Capital Partners, LLC 1.26% Reduce -0.1% 73,678 $7.4M
Headlands Technologies LLC 0.59% New 73,572 $7.4M
BlueSky Wealth Advisors, LLC 0.99% Reduce -1.4% 73,524 $7.4M
All Terrain Financial Advisors, LLC 2.37% Reduce -1.0% 73,296 $7.3M
MKD Wealth Coaches, LLC 7.29% Add +3.5% 72,969 $7.3M
Plimoth Trust Co. LLC 1.66% Add +0.5% 72,957 $7.3M
CreativeOne Wealth, LLC 0.18% Add +18.7% 72,854 $7.3M
Texas Capital Bancshares Inc 2.87% New 72,692 $7.3M
Cedar Mountain Advisors, LLC 1.42% Reduce -0.6% 72,545 $7.3M
Boomfish Wealth Group, LLC 3.91% Add +2.1% 72,329 $7.3M
Systematic Alpha Investments, LLC 0.24% No change 72,000 $7.2M
Bryn Mawr Trust Advisors, LLC 0.36% Add +24.1% 71,625 $7.2M
MN Wealth Advisors, LLC 3.84% Add +5.4% 71,620 $7.2M
Astoria Strategic Wealth, Inc. 1.81% Reduce -0.2% 71,550 $7.2M
Farmers & Merchants Investments Inc. 0.20% Reduce -1.4% 71,106 $7.1M
Tillman Hartley LLC 1.83% Reduce -0.0% 70,620 $7.1M
LGL Partners, LLC 3.01% Reduce -6.2% 70,578 $7.1M
Erickson Financial Group, LLC 4.44% Add +1.2% 70,458 $7.1M
Ashton Thomas Private Wealth, LLC 0.18% Reduce -29.0% 70,369 $7.1M
Northeast Financial Group, Inc. 1.75% Add +6.3% 70,132 $7.0M
Pinnacle Financial Group, LLC / IL 2.12% Add +4.0% 70,048 $7.0M
CIBC Bancorp USA Inc. 0.04% — 69,815 $7.0M
Main Management LLC 0.51% Reduce -7.3% 69,672 $7.0M
Hillcrest Wealth Advisors - NY, LLC 3.14% Reduce -3.0% 69,600 $7.0M
Insigneo Advisory Services, LLC 0.49% Reduce -1.8% 69,515 $7.0M
Summit Wealth Group, LLC 1.68% Reduce -3.5% 69,246 $6.9M
Private Client Services, LLC 2.32% Add +81.4% 69,034 $6.9M
WCG Wealth Advisors LLC 0.43% Add +18.8% 68,863 $6.9M
AE Wealth Management LLC 0.04% Reduce -12.2% 68,575 $6.9M
Susquehanna International Group, LLP 0.01% Add +1207.4% 68,562 $6.9M
Sovereign Investment Advisors, LLC 1.87% Add +1.0% 68,284 $6.8M
Arrien Investments, Inc. 3.97% Add +5.5% 67,788 $6.8M
City State Bank 1.96% Reduce -3.4% 67,574 $6.8M
Alamar Capital Management, LLC 3.56% Add +8.1% 67,261 $6.7M
TPG Advisors LLC 4.43% Add +3.2% 67,131 $6.7M
Redwood Park Advisors LLC 4.98% Add +1.4% 66,765 $6.7M
Naples Global Advisors, LLC 0.52% Add +5.6% 66,242 $6.6M
PFW Advisors LLC 1.96% Add +2.7% 66,195 $6.6M
RKL Wealth Management LLC 0.56% Add +1.9% 66,088 $6.6M
Sovran Advisors, LLC 0.58% Add +86.7% 65,194 $6.6M
Johnson Financial Group, Inc. 0.25% Reduce -2.0% 65,178 $6.5M
Arrow Financial Corp 0.67% Reduce -0.6% 64,926 $6.5M
Siligmueller & Norvid Wealth Advisors LLC 2.92% New 62,527 $6.5M
Strategic Financial Concepts, LLC 0.94% Add +1.9% 64,812 $6.5M
Stonegate Investment Group, LLC 0.15% Add +9.9% 64,676 $6.5M
Linscomb Wealth, Inc. 0.28% Add +0.8% 64,591 $6.5M
Heritage Family Offices, LLP 3.00% Reduce -13.5% 64,337 $6.4M
Vise Technologies, Inc. 0.24% Reduce -64.3% 64,246 $6.4M
WealthPlan Investment Management, LLC 0.43% Add +1333.4% 64,115 $6.4M
Rehmann Capital Advisory Group 0.35% Reduce -23.1% 63,610 $6.4M
AlTi Global, Inc. 0.15% Add +0.0% 63,253 $6.3M
Whittier Trust Co. 0.07% Reduce -31.4% 63,124 $6.3M
Global Assets Advisory, LLC 1.87% Add +22.9% 62,832 $6.3M
Marquette Associates, Inc. 7.54% Add +113.5% 62,542 $6.3M
DMC Group, LLC 4.34% Add +1.4% 62,488 $6.3M
Burke & Herbert Bank & Trust Co. 1.34% Add +1.0% 62,392 $6.3M
Independent Advisor Alliance 0.16% Add +1.8% 62,229 $6.2M
Kovack Advisors, Inc. 0.58% Add +6.4% 61,456 $6.2M
Element Wealth, LLC 2.68% Reduce -0.1% 61,235 $6.1M
Gemmer Asset Management LLC 0.49% Reduce -2.3% 61,232 $6.1M
Waterloo Capital, L.P. 0.46% Add +0.6% 61,040 $6.1M
Avidian Wealth Enterprises, LLC 0.23% Reduce -3.4% 60,497 $6.1M
Valeo Financial Advisors, LLC 0.14% Add +9.7% 59,911 $6.0M
Ancora Advisors LLC 0.12% Add +1.5% 59,595 $6.0M
Belpointe Asset Management LLC 0.23% Add +9.2% 59,210 $5.9M
Toews Corp. 0.85% Reduce -10.2% 59,124 $5.9M
Blueprint Investment Partners LLC 0.83% Add +44.2% 58,948 $5.9M
Silver Grove Financial Group, Inc. 5.59% — 58,806 $5.9M
Blueprint Financial Advisors LLC 1.27% Add +19.7% 58,796 $5.9M
Midwest Professional Planners, LTD. 1.43% Add +4.1% 58,411 $5.9M
Tobias Financial Advisors, Inc. 0.89% Add +0.8% 58,405 $5.9M
Apollon Wealth Management, LLC 0.10% Add +7.5% 58,134 $5.8M
Golden Bell Financial Planning LLC 5.03% Reduce -4.1% 57,768 $5.8M
Shelter Mutual Insurance Co 1.30% No change 57,660 $5.8M
Grove Bank & Trust 0.67% Add +1.4% 57,011 $5.7M
Columbia Bank 1.60% Add +108.2% 56,654 $5.7M
Kingswood Wealth Advisors, LLC 0.34% Add +6.0% 56,875 $5.7M
Valley Forge Investment Consultants Inc. Adv 1.65% Add +0.2% 56,389 $5.7M
Creekmur Asset Management LLC 0.93% Reduce -7.3% 56,118 $5.6M
Endeavor Private Wealth, Inc. 1.73% Add +189.8% 55,959 $5.6M
First Manhattan Co. Llc. 0.01% Reduce -5.5% 55,851 $5.6M
James Investment Research, Inc. 0.61% Add +7.8% 55,850 $5.6M
FourThought Financial Partners, LLC 0.49% Add +2.2% 55,258 $5.5M
Sellwood Investment Partners LLC 2.19% New 54,820 $5.5M
Innova Wealth Partners 2.97% Reduce -11.4% 54,757 $5.5M
XML Financial, LLC 0.45% Add +4.6% 54,642 $5.5M
Counterweight Ventures, LLC 3.19% Add +36.6% 54,418 $5.5M
Moneda S.A. Administradora General de Fondos 5.97% Reduce -20.6% 53,752 $5.4M
Savant Capital, LLC 0.03% Add +10.7% 53,449 $5.4M
Park Place Capital Corp 1.13% Add +21.3% 53,424 $5.4M
Proficio Capital Partners LLC 0.36% Reduce -0.0% 52,647 $5.3M
WealthTrust Asset Management, LLC 3.64% Add +0.2% 52,439 $5.3M
D L Carlson Investment Group Inc. 0.87% Reduce -5.5% 52,002 $5.2M
Empower Advisory Group, LLC 0.01% Reduce -9.9% 51,414 $5.2M
Logan Stone Capital, LLC 2.34% Add +4.0% 51,355 $5.1M
Glenview Trust Co 0.08% Add +0.8% 51,109 $5.1M
Crabel Capital Management, LLC 4.57% Reduce -41.9% 50,907 $5.1M
Canvas Wealth Advisors, LLC 0.92% Add +8.2% 50,709 $5.1M
1ST Source Bank 0.26% Add +0.5% 50,004 $5.0M
Sharper & Granite LLC 1.78% Add +7.8% 49,538 $5.0M
Coign Capital Advisors LLC 2.72% Add +3.1% 49,355 $4.9M
Jackson, Grant Investment Advisers, Inc. 1.65% Add +7.1% 49,337 $4.9M
Little House Capital LLC 1.14% Add +0.1% 49,321 $4.9M
Cary Street Partners Financial LLC 0.13% Reduce -1.1% 49,213 $4.9M
FFT Wealth Management LLC 0.90% Reduce -2.6% 49,063 $4.9M
Aspect Partners, LLC 2.22% Add +12.8% 48,779 $4.9M
Canton Hathaway, LLC 0.94% No change 48,700 $4.9M
JGP Wealth Management, LLC 0.54% Add +90.6% 48,500 $4.9M
PKS Advisory Services, LLC 1.13% Add +9.4% 48,430 $4.9M
Impact Capital Partners LLC 1.45% Reduce -4.2% 48,057 $4.8M
Leuthold Group, LLC 0.52% Reduce -0.1% 47,770 $4.8M
Arcadia Wealth Management, LLC 1.89% Reduce -4.3% 47,639 $4.8M
Ironwood Financial, llc 0.84% Reduce -3.4% 47,524 $4.8M
Invested Advisors 6.90% — 49,125 $4.7M
Forum Private Client Group LLC 1.68% Reduce -3.7% 47,158 $4.7M
Modus Advisors, LLC 1.28% Add +2.4% 46,819 $4.7M
Pinnacle Wealth Planning Services, Inc. 0.55% Reduce -1.2% 46,675 $4.7M
AtlasMark Financial, Inc 3.13% No change 46,658 $4.7M
Quattro Financial Advisors LLC 1.48% Reduce -3.1% 46,655 $4.7M
GeoWealth Management, LLC 0.17% Add +94.4% 46,585 $4.7M
Kagan Cocozza Asset Management 3.53% Reduce -1.2% 46,460 $4.7M
Ieq Capital, LLC 0.01% Reduce -2.0% 46,430 $4.7M
PFG Investments, LLC 0.24% Reduce -6.0% 46,163 $4.6M
Ullmann Wealth Partners Group, LLC 0.50% Reduce -8.0% 46,035 $4.6M
Lanark Financial, Inc. 0.35% Add +90.0% 45,664 $4.6M
United Advisor Group, LLC 0.61% Add +64.0% 45,496 $4.6M
Wise Wealth Partners 6.96% Add +11.9% 45,467 $4.6M
Patriot Financial Group Insurance Agency, LLC 0.58% Add +13.9% 45,335 $4.5M
Alps Advisors Inc. 0.03% No change 45,215 $4.5M
Bluestem Financial Advisors, LLC 1.76% Reduce -12.7% 44,948 $4.5M
Newport Capital Group, LLC 2.82% Reduce -0.7% 44,804 $4.5M
First National Bank of Omaha 0.28% Reduce -10.2% 44,696 $4.5M
Diversify Advisory Services, LLC 0.15% Add +70.2% 44,674 $4.5M
Elevation Wealth Partners, LLC 1.61% Reduce -5.5% 44,560 $4.5M
Signal Advisors Wealth, LLC 0.40% Reduce -76.9% 44,515 $4.5M
Jaffetilchin Investment Partners, LLC 0.27% Add +0.3% 44,274 $4.4M
Equity Wealth Partners, LLC 3.57% — 43,924 $4.4M
Compagnie Lombard Odier SCmA 0.05% No change 43,800 $4.4M
Conservest Capital Advisors, Inc. 0.41% Reduce -3.8% 43,662 $4.4M
Parallax Volatility Advisers, L.P. 0.15% No change 43,651 $4.4M
Joseph P. Lucia & Associates, LLC 1.65% Add +1.8% 43,591 $4.4M
Arbor Trust Wealth Advisors, LLC 1.97% Add +6.5% 43,550 $4.4M
Sound View Wealth Advisors Group, LLC 0.30% Reduce -0.1% 43,360 $4.3M
Ti-Trust, Inc. 2.73% Add +0.9% 43,289 $4.3M
F/m Investments LLC 0.17% Reduce -0.1% 43,255 $4.3M
Raffa Wealth Management, LLC 0.78% Add +1.0% 43,186 $4.3M
RiverGlades Family Offices LLC 2.62% Add +1.0% 42,859 $4.3M
Salem Investment Counselors Inc. 0.12% Add +16.1% 42,670 $4.3M
MassMutual Private Wealth & Trust, FSB 0.11% Add +0.3% 42,653 $4.3M
Capital Management Associates, Inc 1.15% Add +24.1% 42,595 $4.3M
MorganRosel Wealth Management, LLC 1.11% Add +19.2% 42,542 $4.3M
Cannon Wealth Management Services, LLC 3.22% Add +1.2% 42,476 $4.3M
One Capital Management, LLC 0.14% Reduce -7.5% 42,429 $4.3M
Continental Investors Services, Inc. 6.25% Add +20.6% 41,697 $4.2M
Thompson Investment Management, Inc. 0.56% Add +10.8% 42,040 $4.2M
Legacy Edge Advisors, LLC 0.49% Add +90.4% 41,797 $4.2M
Flagship Private Wealth, LLC 1.68% Add +8.0% 41,785 $4.2M
Compton Financial Group, LLC 1.01% Reduce -0.8% 41,719 $4.2M
Penney Financial, LLC 1.87% Add +3.8% 41,705 $4.2M
Pathstone Holdings, LLC 0.02% Reduce -7.1% 41,598 $4.2M
Simmons Bank 0.28% Reduce -1.4% 41,481 $4.2M
Tactive Advisors, LLC 1.18% Add +113.9% 41,428 $4.2M
WBH Advisory Inc. 0.31% Reduce -6.1% 41,087 $4.1M
E&G Advisors, LLC 0.95% Add +8.0% 40,889 $4.1M
Winthrop Capital Management, LLC 0.98% Add +10.9% 40,593 $4.1M
First American Trust, FSB 0.29% Reduce -8.2% 40,099 $4.0M
Capital Advisors Wealth Management, LLC 0.57% Reduce -0.5% 40,037 $4.0M
Evercore Wealth Management, LLC 0.06% Add +1843.0% 39,734 $4.0M
Accel Wealth Management 1.16% Add +18.9% 39,683 $4.0M
Foundations Investment Advisors, LLC 0.06% Add +4.4% 39,509 $4.0M
5T Wealth, LLC 1.72% Add +4.1% 39,337 $3.9M
IFS Advisors, LLC 2.30% New 39,151 $3.9M
Family Investment Center, Inc. 0.81% Add +3.4% 39,140 $3.9M
Tritonpoint Wealth, LLC 0.34% Add +2.9% 39,122 $3.9M
Intrepid Capital Management Inc. 1.91% Add +36.3% 38,954 $3.9M
Wealthcare Capital Partners, LLC 1.79% Add +15.2% 38,949 $3.9M
Advisor OS, LLC 0.34% Reduce -15.0% 38,944 $3.9M
Legacy Wealth Management, LLC 0.23% Reduce -1.7% 38,944 $3.9M
Arista Wealth Management, LLC 0.48% Add +0.5% 38,868 $3.9M
Compass Ion Advisors, LLC 0.38% Add +7.5% 38,847 $3.9M
Lake Street Private Wealth, LLC 0.50% Add +4.7% 38,820 $3.9M
DAVENPORT & Co LLC 0.02% Add +7.0% 38,636 $3.9M
KG Capital Management 1.05% Reduce -9.6% 38,293 $3.8M
Heartland Advisors Inc. 0.20% New 38,258 $3.8M
Croban 2.54% Add +35.0% 38,034 $3.8M
Two Sigma Securities, LLC 0.56% New 37,950 $3.8M
Edge Financial Advisors LLC 1.70% Reduce -33.0% 37,739 $3.8M
Fortis Capital Advisors, LLC 0.60% Reduce -1.3% 37,761 $3.8M
Dynamic Advisor Solutions LLC 0.11% Add +6.6% 37,641 $3.8M
Snowden Capital Advisors LLC 0.10% Add +6.0% 37,544 $3.8M
Stonekeep Investments, LLC 2.38% Reduce -0.2% 37,542 $3.8M
Innovative Wealth Building LLC 2.93% Reduce -6.4% 37,510 $3.8M
Intergy Private Wealth, LLC 1.18% Add +4.5% 37,495 $3.8M
Mechanics Bank Trust Department 0.52% Reduce -4.5% 37,177 $3.7M
TD Waterhouse Canada Inc. 0.02% Reduce -3.1% 37,177 $3.7M
Waycross Partners, LLC 0.32% No change 37,110 $3.7M
Exchange Bank 2.57% Add +8.0% 37,000 $3.7M
Charter Capital Management, LLC\DE 1.99% Add +5.4% 36,762 $3.7M
Merkkuri Wealth Advisors LLC 2.66% Add +10.0% 36,623 $3.7M
Cornerstone Advisors Asset Management, LLC 0.64% Add +0.8% 36,418 $3.7M
Tradition Wealth Management, LLC 0.27% Reduce -13.6% 36,298 $3.6M
MPS Loria Financial Planners, LLC 0.96% Add +1.2% 36,143 $3.6M
Maxele Advisors, LLC 3.12% Add +16.7% 36,073 $3.6M
Sincerus Advisory, LLC 3.08% Add +12.9% 35,906 $3.6M
Quadrant Capital Group LLC 0.12% Add +20.4% 35,688 $3.6M
Bedell Frazier Investment Counselling, LLC 0.73% Add +42.9% 35,606 $3.6M
Cheviot Value Management, LLC 0.38% Add +1.0% 35,246 $3.6M
Randall & Associates Wealth Management 2.57% Add +11.8% 35,247 $3.5M
Financial Strategies Group, Inc. 0.67% Reduce -2.4% 35,054 $3.5M
Wealth Management Associates, Inc. 1.24% Add +5.6% 34,785 $3.5M
NYL Investors LLC 1.20% Reduce -0.5% 34,676 $3.5M
Payden & Rygel 0.29% New 34,542 $3.5M
Chandler Asset Management, Inc. 0.57% Add +65.0% 34,482 $3.5M
LPWM LLC 0.91% Add +4.9% 34,190 $3.4M
Adirondack Trust Co. 1.15% Reduce -1.9% 34,098 $3.4M
Davidson Trust Co. 1.39% Add +24.7% 33,632 $3.4M
Rockland Trust Co. 0.14% New 33,583 $3.4M
TFB Advisors LLC 0.97% Add +15.0% 33,035 $3.3M
FineMark National Bank & Trust 0.11% Add +40.3% 32,614 $3.3M
Simplicity Wealth,LLC 0.19% Reduce -22.4% 32,605 $3.3M
Vista Investment Partners Ii, LLC 1.52% Reduce -1.5% 32,531 $3.3M
Aletheian Wealth Advisors LLC 1.51% No change 32,426 $3.3M
Smith, Moore & Co. 0.25% Reduce -10.1% 32,421 $3.3M
Sterling Investment Advisors LLC 1.61% Add +4.2% 32,342 $3.2M
Granite Bay Wealth Management, LLC 0.83% Add +9.8% 31,947 $3.2M
Gryphon Financial Partners LLC 0.36% Reduce -1.9% 31,865 $3.2M
Midwest Trust Co 0.04% Reduce -12.1% 31,657 $3.2M
Madrona Financial Services, LLC 0.70% Add +4.5% 31,566 $3.2M
Family Wealth Partners, LLC 1.19% Reduce -0.9% 31,538 $3.2M
Stock Yards Bank & Trust Co. 0.10% Reduce -1.6% 31,430 $3.2M
American State Bank (Iowa) 1.60% Reduce -23.7% 31,405 $3.1M
Oxinas Partners, LLC 1.68% Add +8.6% 31,330 $3.1M
Compass Financial Group, Inc. 1.39% Add +0.1% 30,966 $3.1M
First Trust Advisors LP 0.00% Reduce -1.1% 30,960 $3.1M
Wingate Wealth Advisors, Inc. 2.15% Add +3.7% 30,936 $3.1M
Wall Street Financial Group, Inc. 2.27% Add +315.4% 30,895 $3.1M
Waldron Private Wealth LLC 0.13% Reduce -26.7% 30,810 $3.1M
DecisionMap Wealth Management, LLC 1.97% Add +2.3% 30,598 $3.1M
Northstar Advisory Group, LLC 1.25% Add +4.4% 30,587 $3.1M
CAP Partners, LLC 1.73% Add +21.1% 30,369 $3.0M
CGN Advisors LLC 0.25% Add +3.0% 30,356 $3.0M
Global View Capital Management LLC 0.65% Add +59.2% 30,321 $3.0M
Long Run Wealth Advisors, LLC 0.59% Reduce -66.3% 30,197 $3.0M
Capital Advisory Group Advisory Services, LLC 0.94% Reduce -1.6% 30,194 $3.0M
Alhambra Investment Management LLC 1.43% Reduce -1.3% 30,052 $3.0M
Bigelow Investment Advisors, LLC 1.21% Add +11.4% 30,020 $3.0M
NDWM LLC 2.04% Add +5.3% 29,990 $3.0M
Maia Wealth LLC 0.51% Reduce -3.1% 29,989 $3.0M
Strategic Blueprint, LLC 0.13% Add +73.5% 29,941 $3.0M
AMG National Trust Bank 0.07% Reduce -3.2% 29,925 $3.0M
U.S. Capital Wealth Advisors, LLC 0.08% Add +306.3% 29,902 $3.0M
Michels Family Financial, LLC 2.31% Add +2.4% 29,555 $3.0M
Hickory Point Bank & Trust 2.21% Reduce -3.0% 29,550 $3.0M
SteelPeak Wealth, LLC 0.10% Add +598.5% 29,394 $2.9M
LYNX Capital Group Ltd. 1.36% Reduce -0.3% 29,338 $2.9M
J.Safra Asset Management Corp 0.18% Add +8.6% 29,240 $2.9M
Accredited Investors Inc. 0.16% Reduce -1.9% 29,144 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.34% Add +334.7% 28,994 $2.9M
American National Bank & Trust 0.28% Add +1.5% 28,799 $2.9M
United Community Bank 0.89% Add +64.0% 28,778 $2.9M
Valpey Financial Services, LLC 1.88% Add +2.2% 28,608 $2.9M
First Interstate Bank 0.16% Reduce -0.6% 28,403 $2.8M
Hoxton Planning & Management, LLC 0.91% Reduce -5.2% 28,226 $2.8M
Mesirow Financial Investment Management, Inc. 0.05% Add +13.8% 28,223 $2.8M
Asset Management Group, Inc. 0.46% Add +0.9% 28,023 $2.8M
Pettyjohn, Wood & White, Inc. 0.46% Add +2.5% 27,852 $2.8M
Soltis Investment Advisors LLC 0.19% Add +11.8% 27,843 $2.8M
Atwater Malick LLC 0.80% Add +34.1% 27,627 $2.8M
Patten Group, Inc. 0.54% Add +17.5% 27,622 $2.8M
Total Investment Management Inc. 0.36% Reduce -1.9% 27,605 $2.8M
Private Trust Co. NA 0.24% Reduce -16.1% 27,506 $2.8M
SYM FINANCIAL Corp 0.29% Add +14.1% 27,315 $2.7M
Triad Wealth Partners, LLC 0.35% Add +6.4% 27,239 $2.7M
Delos Wealth Advisors, LLC 1.84% Add +10.1% 27,194 $2.7M
EFG Asset Management (Americas) Corp. 0.47% Reduce -17.9% 27,154 $2.7M
Westfuller Advisors, LLC 1.24% Add +287.5% 27,131 $2.7M
Retirement Systems of Alabama 0.01% Add +5.6% 27,114 $2.7M
Saxon Interests, Inc. 1.06% Reduce -4.3% 27,220 $2.7M
Rik Saylor Financial, Inc. 1.96% Reduce -0.2% 26,710 $2.7M
Stewardship Advisors, LLC 0.63% Add +5.9% 26,572 $2.7M
Surience Private Wealth LLC 2.52% New 26,569 $2.7M
Discipline Wealth Solutions, LLC 0.70% Add +44.4% 26,546 $2.7M
Stockman Wealth Management, Inc. 0.33% Add +26.2% 26,513 $2.7M
Occidental Asset Management, LLC 0.33% Add +1.9% 26,507 $2.7M
Fairway Wealth LLC 0.75% Add +2.5% 26,503 $2.7M
SC&H Financial Advisors, Inc. 0.43% Add +18.0% 26,384 $2.6M
Algorithmic Investment Models, LLC 1.76% Add +2.0% 26,378 $2.6M
Envision Financial LLC 1.52% Add +15.6% 26,371 $2.6M
Cooksen Wealth, LLC 1.97% Add +5.0% 26,265 $2.6M
Meridian Wealth Management, LLC 0.10% Add +30.2% 26,204 $2.6M
Denali Advisors LLC 0.30% Reduce -10.0% 26,156 $2.6M
Lionsbridge Wealth Management LLC 2.56% Reduce -61.3% 25,905 $2.6M
Riverview Trust Co 3.14% No change 25,819 $2.6M
Cherry Tree Wealth Management, LLC 0.57% Reduce -0.5% 25,749 $2.6M
Cypress Capital Group 0.31% Add +8.2% 25,733 $2.6M
Capitolis Liquid Global Markets LLC 0.02% Reduce -77.8% 25,400 $2.5M
Running Point Capital Advisors, LLC 0.68% Add +6.5% 25,253 $2.5M
IFS Group,LLC 2.22% — 25,221 $2.5M
Cyndeo Wealth Partners, LLC 0.14% Add +7.3% 25,160 $2.5M
Mach-1 Financial Group, LLC 0.40% New 25,071 $2.5M
Integrity Advisory Solutions, LLC 0.40% — 25,071 $2.5M
Leavell Investment Management, Inc. 0.11% Add +5.0% 25,068 $2.5M
Turn8 Private Wealth Inc. 1.80% Reduce -13.1% 25,045 $2.5M
McNaughton Wealth Management, LLC 1.06% Add +0.8% 24,992 $2.5M
Core Wealth Management, Inc. 0.80% Reduce -6.8% 24,865 $2.5M
Measured Wealth Private Client Group, LLC 0.67% Reduce -1.1% 24,849 $2.5M
NTV Asset Management LLC 0.27% Add +7.8% 24,814 $2.5M
Fsa Wealth Partners, Inc. 0.95% Add +146.0% 24,696 $2.5M
Christensen, King & Associates Investment Services, Inc. 1.06% Add +0.8% 24,675 $2.5M
Aua Capital Management, LLC 1.39% Reduce -1.2% 24,649 $2.5M
Financial Freedom, LLC 1.23% Reduce -4.5% 24,645 $2.5M
Austin Wealth Management, LLC 0.39% No change 24,394 $2.5M
LCNB Corp. 0.86% Add +8.6% 24,484 $2.5M
Invera Wealth Advisors, LLC 1.50% Add +0.5% 24,356 $2.4M
Wilshire Advisors LLC 6.25% Add +99.0% 24,041 $2.4M
Investment House LLC 0.11% Add +202.8% 23,968 $2.4M
SouthState Bank Corp 0.11% Add +8.6% 23,915 $2.4M
Empirical Asset Management, LLC 0.66% Add +68.1% 28,949 $2.4M
Koshinski Asset Management, Inc. 0.17% Add +42.3% 23,668 $2.4M
International Assets Investment Management, LLC 0.19% No change 24,000 $2.4M
C2C Wealth Management, LLC 2.01% No change 23,345 $2.3M
United Asset Strategies, Inc. 0.19% Add +8.4% 23,317 $2.3M
Private Wealth Asset Management, LLC 0.27% Reduce -1.3% 23,169 $2.3M
North Berkeley Wealth Management, LLC 1.82% Reduce -2.9% 22,954 $2.3M
Ascent Wealth Partners, LLC 0.27% Add +6.8% 22,902 $2.3M
CENTRAL TRUST Co 0.05% Add +62.1% 22,762 $2.3M
Core Wealth Partners LLC 1.05% Add +13.8% 22,696 $2.3M
McAdam, LLC 0.11% Reduce -3.5% 22,629 $2.3M
Alesco Advisors, LLC, An ESL Co 0.06% Reduce -1.9% 22,591 $2.3M
Aviance Capital Partners, LLC 0.27% Add +5.9% 22,459 $2.3M
Pinnacle Associates Ltd. 0.03% Reduce -1.9% 22,442 $2.2M
Retirement Wealth Solutions LLC 1.48% Add +0.1% 22,417 $2.2M
Axis Wealth Partners, LLC 1.30% Add +5.1% 22,192 $2.2M
WealthShield Partners, LLC 0.25% Reduce -23.5% 22,119 $2.2M
Security Financial Services, INC. 0.36% Reduce -21.3% 22,107 $2.2M
Larson Financial Group LLC 0.08% Add +8.8% 22,083 $2.2M
First Financial Bankshares Inc 0.05% New 22,065 $2.2M
Aries Wealth Management 0.52% Add +2.6% 22,035 $2.2M
Advocacy Wealth Management, LLC 0.10% No change 21,974 $2.2M
LongView Wealth Management 0.60% Add +41.6% 21,939 $2.2M
Landing Point Financial Group, LLC 1.14% New 21,900 $2.2M
Auour Investments LLC 0.71% Add +24.5% 21,840 $2.2M
Iowa State Bank 0.41% Reduce -11.3% 21,735 $2.2M
Choate Investment Advisors 0.04% Add +221.8% 21,677 $2.2M
Pacific Capital Wealth Advisors, Inc. 0.38% Reduce -0.7% 21,646 $2.2M
Thompson Siegel & Walmsley LLC 0.04% Add +0.0% 21,532 $2.2M
Moss Adams Wealth Advisors LLC 0.17% Reduce -1.3% 21,453 $2.2M
West Michigan Advisors, LLC 0.52% Add +8.2% 21,368 $2.1M
Pointe Capital Management LLC 1.04% Add +115.0% 21,133 $2.1M
Gladstone Institutional Advisory LLC 0.08% Reduce -6.9% 21,016 $2.1M
Becker Capital Management Inc. 0.06% No change 20,782 $2.1M
L.K. Benson & Company, P.C. 1.12% Add +11.1% 20,688 $2.1M
Voya Financial Advisors, Inc. 0.20% Add +12.3% 20,645 $2.1M
BOK Financial Private Wealth, Inc. 0.13% Reduce -7.4% 20,610 $2.1M
Hollencrest Capital Management 0.07% Reduce -21.3% 20,488 $2.1M
JMG Financial Group, Ltd. 0.06% Add +6.2% 20,433 $2.0M
Grey Ledge Advisors, LLC 0.46% Add +1.9% 20,382 $2.0M
Diligent Investors, LLC 0.52% Reduce -8.5% 20,316 $2.0M
Boyd Wealth Management, LLC 0.87% Reduce -94.3% 20,088 $2.0M
Blalock Williams, LLC 1.75% Add +90.4% 19,968 $2.0M
Narus Financial Partners, LLC 0.54% Add +2.5% 19,769 $2.0M
Chris Bulman Inc 0.99% Reduce -24.0% 19,738 $2.0M
Orrstown Financial Services Inc. 0.34% Add +2.3% 19,688 $2.0M
Heritage Wealth Management, Inc. 0.58% Add +13.4% 19,627 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -88.2% 19,607 $2.0M
Trilogy Capital Inc. 0.09% Reduce -0.3% 19,592 $2.0M
Lake Hills Wealth Management, LLC 1.05% Add +2.7% 19,527 $2.0M
Integrated Investment Consultants, LLC 0.33% Reduce -0.4% 19,515 $2.0M
Nvwm, LLC 0.44% Add +7.1% 19,426 $1.9M
Gallagher Fiduciary Advisors, LLC 0.07% Reduce -98.6% 19,227 $1.9M
Skyline Advisors, Inc. 0.66% Add +1.2% 19,076 $1.9M
Consolidated Portfolio Review Corp 0.24% Reduce -2.2% 19,064 $1.9M
Lazari Capital Management, Inc. 0.65% Reduce -2.3% 18,957 $1.9M
Register Financial Advisors LLC 0.74% Add +9.7% 18,871 $1.9M
Range Financial Group LLC 0.68% Add +2.4% 18,857 $1.9M
Evergreen Capital Management LLC 0.04% Add +1.3% 18,775 $1.9M
Ballast, Inc. 0.46% Add +3.0% 18,755 $1.9M
Wealth Dimensions Group, Ltd. 0.39% Add +2.3% 18,748 $1.9M
Nations Financial Group Inc, /Ia/ 0.12% Add +7.7% 18,616 $1.9M
Balboa Wealth Partners 0.32% Add +4.1% 18,616 $1.9M
Sierra Capital LLC 0.20% Add +2.9% 18,609 $1.9M
Vawter Financial, Ltd. 0.85% New 18,593 $1.9M
Intelligence Driven Advisers, LLC 0.25% Add +1.6% 18,159 $1.8M
Canal Capital Management, LLC 0.27% Reduce -51.0% 18,126 $1.8M
Dearborn Partners LLC 0.09% Add +17.5% 18,079 $1.8M
Optivise Advisory Services LLC 1.07% Reduce -35.2% 17,980 $1.8M
Clarity Financial LLC 0.18% Add +10.0% 17,928 $1.8M
Inscription Capital, LLC 0.19% Add +108.7% 17,923 $1.8M
HBK Sorce Advisory LLC 0.04% Reduce -3.7% 17,810 $1.8M
Welch & Forbes LLC 0.02% Add +17.4% 17,821 $1.8M
Mission Wealth Management, LP 0.04% Reduce -21.7% 17,820 $1.8M
Steinberganna Wealth Management 0.84% — 17,801 $1.8M
RBA Wealth Management, LLC 0.61% Add +10.0% 17,699 $1.8M
CPR Investments Inc. 1.22% Add +28.5% 17,678 $1.8M
Independent Financial Group, LLC 0.04% Reduce -6.6% 17,561 $1.8M
Ignite Planners, LLC 0.29% Reduce -4.0% 17,499 $1.8M
Acropolis Investment Management, LLC 0.09% Add +13.6% 17,680 $1.8M
October Effect Ltd 1.93% Add +2.5% 17,486 $1.8M
Bellwether Advisors, LLC 0.29% Add +1.3% 17,422 $1.7M
Halter Ferguson Financial Inc. 0.42% Add +2.0% 17,295 $1.7M
Culbertson A N & Co. Inc. 0.24% Reduce -3.7% 17,205 $1.7M
Bessemer Group Inc. 0.00% Add +20.8% 17,131 $1.7M
Sepio Capital, LP 0.10% Add +14.8% 17,075 $1.7M
Heritage Wealth Management, Inc. 1.17% Add +6.3% 17,072 $1.7M
Navigation Wealth Management, Inc. 2.50% Add +18.9% 16,953 $1.7M
Net Worth Advisory Group 0.49% Reduce -23.7% 16,939 $1.7M
Vannoy Advisory Group, Inc. 1.11% Add +1.2% 16,906 $1.7M
FSA Investment Group, LLC 1.05% Reduce -3.9% 16,812 $1.7M
Bourgeon Capital Management LLC 0.31% Add +5.8% 16,769 $1.7M
Cahaba Wealth Management, Inc. 0.12% Reduce -98.9% 16,714 $1.7M
Factor Wealth Management LTD 0.42% Add +4.1% 16,694 $1.7M
WestHill Financial Advisors, Inc. 0.33% Add +8.6% 16,663 $1.7M
Wealth Alliance Advisory Group, LLC 0.30% Add +12.3% 16,648 $1.7M
Carrera Capital Advisors 0.30% Add +10.0% 16,619 $1.7M
Beacon Bridge Wealth Partners, LLC 0.59% Add +0.7% 16,594 $1.7M
Sentinel Wealth Management, Inc. 1.44% Add +12.4% 16,514 $1.7M
Dixon Mitchell Investment Counsel Inc. 0.06% Add +5.7% 16,497 $1.7M
Hayek Kallen Investment Management 0.52% Reduce -0.5% 16,472 $1.7M
Miller Financial Services LLC 1.90% Reduce -0.3% 16,434 $1.6M
Bakala Capital LLC 8.86% Add +4.2% 16,372 $1.6M
American Investment Services, Inc. 0.39% Add +9.6% 16,315 $1.6M
Optiver Holding B.V. 0.03% New 16,287 $1.6M
Ironwood Investment Counsel, LLC 0.24% Reduce -12.6% 16,250 $1.6M
Carr Financial Group Corp 0.44% Reduce -3.3% 15,946 $1.6M
Transamerica Financial Advisors, LLC 0.13% Add +5.5% 15,914 $1.6M
Atlantic Union Bankshares Corp 0.03% Reduce -17.3% 15,873 $1.6M
Fonville Wealth Management LLC 0.36% Add +8.2% 15,871 $1.6M
Nilsine Partners, LLC 0.14% Reduce -8.5% 15,799 $1.6M
Nomura Asset Management Co. Ltd. 0.00% Reduce -42.9% 15,770 $1.6M
Edgemoor Investment Advisors, Inc. 0.12% Reduce -30.0% 15,717 $1.6M
Ballentine Partners, LLC 0.02% No change 15,681 $1.6M
Schiavi & Co LLC 0.51% No change 15,523 $1.6M
Beam Wealth Advisors, Inc. 0.42% Reduce -16.9% 15,467 $1.6M
First National Trust Co 0.05% Add +13.1% 15,416 $1.5M
Jump Financial, LLC 0.02% New 15,402 $1.5M
Pinnacle Bancorp, Inc. 0.46% Add +2.2% 15,393 $1.5M
Capital Analysts, LLC 0.04% Add +53.6% 15,237 $1.5M
SlateStone Wealth, LLC 0.13% Reduce -14.9% 15,115 $1.5M
Kohmann Bosshard Financial Services, LLC 0.16% Add +1.9% 15,063 $1.5M
McDonald Partners LLC 0.45% Add +10.5% 15,028 $1.5M
XTX Topco Ltd 0.08% New 14,994 $1.5M
AQR Capital Management 0.00% Add +225.9% 14,964 $1.5M
Gries Financial LLC 0.24% Reduce -0.2% 14,962 $1.5M
Magnolia Capital Advisors LLC 0.39% Reduce -0.3% 14,918 $1.5M
GatePass Capital, LLC 0.88% Add +6.4% 14,916 $1.5M
Crux Wealth Advisors 0.59% Reduce -12.0% 14,891 $1.5M
Avior Wealth Management, LLC 0.05% Reduce -11.7% 14,953 $1.5M
Arkadios Wealth Advisors 0.04% Add +16.2% 14,827 $1.5M
Bfsg, LLC 0.14% Add +145.4% 14,826 $1.5M
Archvest Wealth Advisors, Inc. 1.31% Reduce -17.3% 14,622 $1.5M
Litman Gregory Wealth Management LLC 0.11% Reduce -2.6% 14,604 $1.5M
Wealthcare Capital Management LLC 0.15% Reduce -5.4% 14,554 $1.5M
Alpha Cubed Investments, LLC 0.05% Reduce -0.3% 14,468 $1.5M
New England Private Wealth Advisors LLC 0.19% No change 14,455 $1.4M
Apella Capital, LLC 0.03% New 14,239 $1.4M
Retireful, LLC 1.38% New 14,282 $1.4M
Objective Capital Management, LLC 1.48% Add +1.6% 14,269 $1.4M
Pathway Financial Advisors LLC 0.19% Add +0.8% 14,255 $1.4M
Sax Wealth Advisors, LLC 0.08% Reduce -10.4% 14,189 $1.4M
Tudor Investment Corporation 0.01% Add +83.2% 14,142 $1.4M
Horizons Wealth Management 0.97% Add +7.3% 14,088 $1.4M
One Wealth Advisors, LLC 0.18% Add +74.9% 14,018 $1.4M
Curi Capital, LLC 0.03% Add +1.8% 13,986 $1.4M
Howland Capital Management LLC 0.05% Reduce -7.8% 13,949 $1.4M
Alpha Financial Advisors, LLC 0.49% Add +1.2% 13,899 $1.4M
Private Wealth Group, LLC 0.69% Add +7.2% 13,886 $1.4M
Daymark Wealth Partners, LLC 0.05% Reduce -1.4% 13,824 $1.4M
GWN Securities Inc. 0.32% Add +8.4% 13,782 $1.4M
Cascade Financial Partners, LLC 0.16% Add +0.1% 13,797 $1.4M
Advyzon Investment Management, LLC 0.24% Add +62.0% 13,759 $1.4M
Rather & Kittrell, Inc. 0.24% Reduce -24.1% 13,754 $1.4M
Strategic Wealth Partners, Ltd. 0.10% Add +9.8% 13,549 $1.4M
Capital Investment Advisors, LLC 0.02% Add +6.5% 13,496 $1.4M
Presidio Capital Management, LLC 0.47% Reduce -3.5% 13,465 $1.3M
Altfest L J & Co. Inc. 0.15% Add +3.1% 13,322 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +0.6% 13,157 $1.3M
Conway Capital Management, Inc. 0.55% No change 13,044 $1.3M
Nicolet Advisory Services, LLC 0.10% Add +7.5% 13,015 $1.3M
Ariadne Wealth Management, LP 0.58% No change 12,980 $1.3M
Phillips Wealth Planners LLC 1.07% Add +2.5% 12,850 $1.3M
Garrison Point Advisors, LLC 0.54% Reduce -5.8% 12,790 $1.3M
TruNorth Capital Management, LLC 0.25% Add +24.3% 12,757 $1.3M
Brooks, Moore & Associates, Inc. 0.64% No change 12,600 $1.3M
FOCUS Wealth Advisors, LLC 0.61% No change 12,595 $1.3M
Forza Wealth Management, LLC 0.48% Add +2.0% 12,587 $1.3M
Coppell Advisory Solutions LLC 0.13% Add +20.3% 12,556 $1.3M
Davies Financial Advisors, Inc. 1.02% Reduce -3.3% 12,538 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% New 12,538 $1.3M
MFA Wealth Services 0.87% Reduce -1.5% 12,530 $1.3M
EWG Elevate Inc. 0.39% Add +42.5% 12,427 $1.2M
Americana Partners, LLC 0.04% Add +161.7% 12,401 $1.2M
Affinity Investment Advisors, LLC 0.84% Add +4.2% 12,390 $1.2M
Fermata Advisors, LLC 0.31% Add +1.4% 12,380 $1.2M
Ingalls & Snyder LLC 0.04% Add +0.3% 12,365 $1.2M
Princeton Global Asset Management LLC 0.21% Reduce -0.7% 12,356 $1.2M
Simon Quick Advisors, LLC 0.06% Add +0.6% 12,298 $1.2M
Rockbridge Investment Management, LCC 0.12% Reduce -0.2% 12,266 $1.2M
Stevens Capital Partners 0.37% Reduce -10.8% 12,255 $1.2M
Weil Company, Inc. 0.30% Add +33.5% 12,252 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% No change 12,228 $1.2M
King Wealth Management Group 0.15% Reduce -2.0% 12,211 $1.2M
South Plains Financial, Inc. 0.76% No change 12,160 $1.2M
Western Wealth Management, LLC 0.06% Add +3.6% 11,958 $1.2M
BBR Partners, LLC 0.07% No change 11,951 $1.2M
Ameritas Advisory Services, LLC 0.08% Reduce -36.4% 11,887 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -52.9% 11,872 $1.2M
Tennessee Valley Asset Management Partners 0.16% Add +95.3% 11,798 $1.2M
Balefire, LLC 0.24% Reduce -34.5% 11,761 $1.2M
Worth Asset Management, LLC 0.53% Reduce -7.8% 11,719 $1.2M
McLean Asset Management Corp 0.24% Reduce -54.1% 11,697 $1.2M
Armstrong Advisory Group, Inc. 0.08% Add +10.3% 11,628 $1.2M
Mainsail Financial Group, LLC 0.50% Reduce -12.7% 11,607 $1.2M
Avondale Wealth Management 0.62% Reduce -29.6% 11,556 $1.2M
Providence Capital Advisors, LLC 0.20% Add +4.7% 11,549 $1.2M
Procyon Advisors, LLC 0.07% Reduce -3.1% 11,540 $1.2M
Cadent Capital Advisors, LLC 0.30% New 11,461 $1.1M
Alliance Wealth Advisors, LLC 0.27% Add +22.8% 11,371 $1.1M
TCV Trust & Wealth Management, Inc. 0.10% No change 11,329 $1.1M
Tme Financial, Inc. 0.85% Add +5.3% 11,327 $1.1M
Realta Investment Advisors 0.38% Add +0.9% 11,327 $1.1M
Summit Financial Consulting LLC 0.91% Reduce -0.5% 11,313 $1.1M
Yukon Wealth Management, Inc. 0.37% No change 11,277 $1.1M
HORAN Wealth, LLC 0.18% New 11,275 $1.1M
Sage Mountain Advisors LLC 0.06% Reduce -16.1% 11,242 $1.1M
V2 Financial group LLC 0.62% Reduce -0.1% 11,216 $1.1M
Thrive Wealth Management, LLC 0.17% Reduce -63.2% 11,210 $1.1M
Sheets Smith Wealth Management 0.13% Add +2.8% 11,169 $1.1M
LifeGoal Investments, LLC 0.93% Reduce -12.8% 11,150 $1.1M
Premier Path Wealth Partners, LLC 0.14% Add +7.8% 11,125 $1.1M
Fairvoy Private Wealth, LLC 0.25% Reduce -3.2% 11,120 $1.1M
Obsidian Cio, LLC 0.15% Add +27.5% 11,110 $1.1M
Gladwyn Financial Advisors, Inc. 0.80% Add +3.1% 11,107 $1.1M
Noble Family Wealth, LLC 0.25% Reduce -0.1% 11,105 $1.1M
Neuberger Berman Group LLC 0.00% Add +39.4% 11,099 $1.1M
Avion Wealth 0.24% Reduce -1.8% 11,061 $1.1M
Tsfg, LLC 0.18% Reduce -0.2% 10,988 $1.1M
Connecticut Wealth Management, LLC 0.05% Reduce -29.0% 10,985 $1.1M
Aprio Wealth Management, LLC 0.11% Add +1.1% 10,975 $1.1M
Pacific Financial Group Inc. 0.81% Reduce -0.4% 10,956 $1.1M
Abundance Wealth Counselors 0.19% No change 10,946 $1.1M
Red Tortoise LLC 0.48% Add +0.6% 10,928 $1.1M
Fort Washington Investment Advisors Inc. 0.01% Add +15.2% 10,901 $1.1M
FWG Holdings, LLC 0.47% Add +17.9% 10,805 $1.1M
Brendel Financial Advisors LLC 0.56% New 10,798 $1.1M
Pinebridge Investments, L.P. 0.01% No change 10,705 $1.1M
Lifeworks Advisors, LLC 0.14% Reduce -2.8% 10,648 $1.1M
Quest 10 Wealth Builders, Inc. 0.98% Reduce -4.3% 10,580 $1.1M
BridgePort Financial Solutions, LLC 0.28% Add +3.0% 10,544 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +29.5% 10,498 $1.1M
Ellis Investment Partners, LLC 0.19% Reduce -5.9% 10,448 $1.0M
Steel Grove Capital Advisors, LLC 0.12% No change 10,538 $1.0M
Kampmann Melissa S. 0.76% Add +0.4% 10,408 $1.0M
Fiduciary Financial Group, LLC 0.16% Add +25.5% 10,372 $1.0M
Alteri Wealth LLC 0.36% Add +40.2% 10,367 $1.0M
BTC Capital Management, Inc. 0.07% No change 10,352 $1.0M
Brookmont Capital Management 0.58% Reduce -13.5% 10,323 $1.0M
Sharkey, Howes & Javer 0.13% Reduce -3.7% 10,262 $1.0M
Watts Gwilliam & Co., LLC 0.16% No change 10,164 $1.0M
Advisory Alpha, LLC 0.03% Add +6.5% 10,070 $1.0M
SHUTTLEWORTH & Co 0.91% — 10,024 $1.0M
Bowie Capital Management, LLC 0.05% No change 10,000 $1.0M
Hilltop Holdings Inc. 0.05% Reduce -1.0% 9,954 $998K
Perennial Investment Advisors, LLC 0.08% Add +4.5% 9,947 $997K
Smith Thornton Advisors LLC 0.52% Add +0.5% 9,931 $996K
Walkner Condon Financial Advisors LLC 0.16% New 9,913 $994K
Badgley Phelps Wealth Managers, LLC 0.02% No change 9,906 $993K
Rinkey Investments 0.26% Reduce -3.0% 9,881 $991K
Faithward Advisors, LLC 0.15% New 9,870 $989K
Madison Wealth Partners, Inc 0.20% Add +13.7% 9,858 $988K
Bond & Devick Financial Network, Inc. 0.30% Add +2.4% 9,849 $987K
CoreCap Advisors, LLC 0.04% Reduce -0.7% 9,840 $986K
ALM First Financial Advisors, LLC 0.20% No change 9,767 $979K
Per Stirling Capital Management, LLC. 0.12% Add +0.1% 9,764 $979K
Total Wealth Planning, LLC 0.11% Add +5.1% 9,746 $977K
Investment Advisory Group, LLC 0.27% Add +19.2% 9,744 $977K
Stratos Investment Management, LLC 0.04% Reduce -1.3% 9,643 $967K
Revolve Wealth Partners, LLC 0.12% Add +2.2% 9,624 $965K
Flaharty Asset Management, LLC 0.12% Add +18.9% 9,540 $956K
Uptick Partners, LLC 0.25% Reduce -8.9% 9,531 $955K
Nicolet Bankshares Inc. 0.15% Add +14.0% 9,489 $951K
PUREfi Wealth, LLC 0.73% Add +5.9% 9,474 $950K
Five Oceans Advisors 0.35% Reduce -8.2% 9,416 $944K
Addison Advisors LLC 0.22% Reduce -91.5% 9,399 $942K
Fiera Capital Corp 0.00% Reduce -4.8% 9,349 $937K
William Howard & Co Financial Advisors Inc 0.80% No change 9,340 $936K
Oak Harvest Investment Services 0.11% New 9,306 $933K
OneAscent Financial Services LLC 0.06% Reduce -2.5% 9,301 $932K
Apollon Financial, LLC 0.16% Reduce -10.6% 9,279 $930K
Tolleson Wealth Management, Inc. 0.14% Reduce -3.9% 9,247 $927K
Agf Management Ltd. 0.00% No change 9,200 $922K
Childress Capital Advisors, LLC 0.17% Add +8.7% 9,160 $918K
Advus Financial Partners, LLC 0.22% Add +0.7% 9,069 $909K
Gateway Wealth Partners, LLC 0.12% Reduce -4.7% 9,052 $907K
VestGen Advisors, LLC 0.03% Reduce -0.4% 9,050 $907K
Blue Fin Capital, Inc. 0.14% Reduce -2.2% 9,043 $907K
HighMark Wealth Management LLC 0.39% Reduce -1.6% 8,937 $896K
Atlantic Family Wealth, LLC 0.69% Add +27.8% 8,923 $895K
Sage Financial Group Inc. 0.06% Add +2.9% 8,921 $894K
Finley Financial, LLC 0.41% Add +8.5% 8,910 $893K
Beacon Financial Advisory LLC 0.21% Add +23.1% 8,908 $893K
Sovereign Financial Group, Inc. 0.17% Reduce -13.3% 8,850 $887K
Stone House Investment Management, LLC 0.15% Reduce -4.5% 8,845 $887K
HRC Wealth Management, LLC 0.43% Reduce -2.5% 8,835 $886K
Carmel Capital Partners, LLC 0.37% Add +6.5% 8,832 $885K
International Private Wealth Advisors LLC 0.56% Reduce -1.0% 8,830 $885K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Add +11.1% 8,797 $882K
Reyes Financial Architecture, Inc. 0.60% No change 8,793 $881K
UMB Bank, n.a. 0.01% Reduce -25.0% 8,769 $879K
Wedbush Securities Inc. 0.03% Reduce -8.3% 8,727 $875K
HUB Investment Partners, LLC 0.03% Add +103.0% 8,716 $874K
Fidelis Capital Partners, LLC 0.07% Reduce -5.2% 8,655 $868K
Portus Wealth Advisors, LLC 0.86% — 8,651 $867K
American Trust 0.07% Add +25.6% 8,638 $866K
Rossby Financial, LCC 0.29% Add +13.3% 8,584 $860K
Orin Green Financial, LLC 0.34% Reduce -1.3% 8,564 $859K
Bison Wealth, LLC 0.08% Add +0.9% 8,547 $856K
Hanover Advisors Inc. 0.33% Add +36.0% 8,540 $856K
Central Pacific Bank - Trust Division 0.11% Reduce -0.6% 8,531 $855K
Orgel Wealth Management, LLC 0.02% Add +6.2% 8,514 $854K
McElhenny Sheffield Capital Management, LLC 0.20% Reduce -2.0% 8,483 $850K
Patron Partners, LLC 0.38% No change 8,450 $847K
Hoge Financial Services, LLC 0.48% Add +1.0% 8,410 $843K
Caprock Group, LLC 0.02% — 8,469 $842K
Vested Financial Planning, LLC 0.68% Add +30.0% 8,340 $836K
Potomac Fund Management Inc. 0.04% Reduce -0.0% 8,316 $834K
Flputnam Investment Management Co. 0.01% Add +12.7% 8,306 $833K
Pitcairn Co. 0.07% Reduce -42.3% 8,284 $830K
Parr McKnight Wealth Management Group, LLC 0.11% Reduce -19.8% 8,235 $826K
Clear Creek Financial Management, LLC 0.07% Add +13.4% 8,221 $824K
Sound Income Strategies, LLC 0.04% Reduce -25.1% 8,234 $824K
C M Bidwell & Associates Ltd. 0.40% Add +28.0% 8,201 $822K
Acorn Wealth Advisors, LLC 0.26% Add +8.1% 8,129 $815K
VestGen Investment Management 0.49% Reduce -3.6% 8,103 $812K
ARK & TLK Investments, LLC 0.26% Add +25.3% 8,092 $811K
Rock Point Advisors, LLC 0.21% Reduce -1.2% 8,046 $807K
Brady Family Wealth, LLC 0.25% No change 7,971 $799K
Genesee Capital Advisors, LLC 0.35% Reduce -3.8% 7,947 $797K
CIBC Asset Management Inc 0.00% Reduce -1.6% 7,937 $796K
Brasada Capital Management, LP 0.13% Add +2.2% 7,895 $792K
ABLE Financial Group, LLC 0.17% Reduce -17.8% 7,896 $792K
ORG Partners LLC 0.15% Add +1.1% 7,764 $790K
Physician Wealth Advisors, Inc. 0.11% Reduce -8.7% 7,883 $790K
Lodestar Private Asset Management LLC 0.08% Add +2.1% 7,870 $789K
Putney Financial Group LLC 0.78% New 7,827 $785K
Pennington Partners & Co., LLC 0.37% Reduce -0.6% 7,824 $784K
Firethorn Wealth Partners, LLC 0.31% Reduce -6.5% 7,810 $783K
Brighton Jones LLC 0.02% Reduce -8.0% 7,787 $781K
Dock Street Asset Management Inc. 0.07% New 7,731 $775K
Quartz Partners, LLC 0.28% Reduce -20.3% 7,715 $773K
Verus Wealth Management, LLC 0.72% Reduce -6.6% 7,705 $772K
Ethos Financial Group, LLC 0.06% Add +3.2% 7,619 $764K
NWK Group, Inc. 0.26% Add +40.6% 7,616 $764K
CJM Wealth Advisers, Ltd. 0.23% Add +156.5% 7,616 $763K
Titleist Asset Management, LLC 0.07% Add +11.6% 7,615 $763K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.13% New 7,600 $762K
VAUGHAN & Co SECURITIES, INC. 0.40% Add +15.9% 7,578 $760K
BWM Planning, LLC 0.23% Add +11.7% 7,577 $760K
Level Financial Advisors 0.21% No change 7,570 $759K
Cidel Asset Management Inc. 0.04% No change 7,568 $759K
Manufacturers Life Insurance Company, The 0.00% No change 7,555 $757K
Farrell Financial LLC 0.47% Reduce -16.6% 7,551 $757K
Venture Visionary Partners LLC 0.03% Add +22.8% 7,521 $754K
Freedom Investment Management, Inc. 0.20% Reduce -96.1% 7,509 $753K
GW Henssler & Associates Ltd. 0.04% No change 7,464 $748K
PSI Advisors, LLC 0.19% Add +129.7% 7,413 $743K
Quantinno Capital Management LP 0.00% Reduce -44.9% 7,396 $741K
May Hill Capital, LLC 0.22% Reduce -72.4% 7,364 $738K
Independent Wealth Network Inc. 0.24% Add +13.8% 7,335 $735K
MRP Capital Investments, LLC 0.63% No change 7,404 $734K
Nordwand Advisors, LLC 0.12% Add +192.0% 7,298 $732K
Attessa Capital LLC 0.43% Add +12.5% 7,257 $730K
Veracity Capital LLC 0.23% Add +2.8% 7,256 $727K
Lee Financial Co 0.09% Reduce -43.5% 7,246 $726K
Successful Portfolios LLC 0.42% Reduce -3.4% 7,193 $721K
Federation des caisses Desjardins du Quebec 0.00% Add +232.6% 7,145 $716K
Transcend Capital Advisors, LLC 0.05% Add +0.0% 7,143 $716K
Finward Bancorp 0.54% Reduce -22.4% 7,132 $715K
M1 Capital Management LLC 0.31% Add +50.5% 7,124 $714K
Investure, LLC 0.04% Add +5.4% 7,110 $713K
Strathmore Capital Advisors, Inc. 0.29% Add +7.6% 7,063 $708K
Sunbelt Securities, Inc. 0.05% Reduce -3.1% 7,052 $707K
Summa Corp. 0.31% No change 7,050 $707K
Augustine Asset Management Inc. 0.14% No change 7,049 $707K
Mayflower Financial Advisors, LLC 0.09% Add +0.4% 7,004 $702K
HFG Wealth Management, LLC 0.38% Add +7.8% 6,975 $699K
Brookwood Investment Group LLC 0.09% Reduce -64.2% 6,948 $697K
MSH Capital Advisors LLC 0.19% Add +6.9% 6,933 $695K
Dentgroup LLC 0.45% Add +3.4% 6,933 $695K
Centennial Bank 0.27% Reduce -5.1% 6,925 $694K
Guardian Partners Inc. 0.06% Reduce -3.0% 6,912 $692K
Madden Advisory Services, Inc. 0.29% Add +20.2% 6,898 $692K
Melfa Wealth Management, Inc. 0.40% Add +8.1% 6,888 $691K
Tilson Financial Group, Inc. 0.22% Reduce -1.1% 6,794 $681K
Postrock Partners LLC 0.30% No change 6,784 $680K
Warner Financial, Inc. 0.25% Add +0.0% 6,778 $680K
Hobbs Group Advisors, LLC 0.21% No change 6,760 $678K
Genesis Wealth Advisors, LLC 0.48% Reduce -0.4% 6,728 $674K
Carnegie Investment Counsel 0.01% Reduce -5.1% 6,686 $670K
Leonard Rickey Investment Advisors P.L.L.C. 0.13% Add +0.7% 6,686 $670K
Heritage Trust Co 0.07% No change 6,682 $670K
Beacon Financial Group 0.07% Reduce -9.9% 6,677 $669K
Vigilare Wealth Management 0.23% No change 6,667 $668K
BlueStem Wealth Partners, LLC 0.08% Add +13.2% 6,622 $664K
Ledyard National Bank 0.06% Reduce -25.6% 6,605 $662K
Inman Jager Wealth Management, LLC 0.42% No change 6,591 $661K
Fortitude Advisory Group L.L.C. 0.36% Add +4.7% 6,591 $661K
Jacobi Capital Management LLC 0.04% Add +2.0% 6,591 $661K
Roger Wittlin Investment Advisory, LLC 0.37% Add +1.0% 6,580 $660K
Shepherd Financial Partners LLC 0.06% Reduce -4.5% 6,566 $658K
KERR FINANCIAL PLANNING Corp 0.92% — 6,538 $655K
IMS Capital Management 0.30% No change 6,526 $654K
Retirement Planning Group, LLC 0.02% Reduce -0.2% 6,526 $654K
Planned Solutions, Inc. 0.23% Add +3.5% 6,511 $653K
PMG Wealth Management, Inc. 0.50% Add +62.5% 6,500 $651K
Milestone Asset Management, LLC 0.12% Reduce -53.7% 6,494 $651K
Hilltop Partners LLC 0.19% Add +3.8% 6,491 $651K
Latitude Advisors, LLC 0.30% Add +1.1% 6,470 $649K
Cambridge Advisors Inc. 0.13% No change 6,458 $647K
PAX Financial Group, LLC 0.12% Add +10.5% 6,406 $642K
Patten & Patten Inc. 0.04% Reduce -3.2% 6,367 $638K
Sonora Investment Management Group, LLC 0.04% Reduce -0.2% 6,281 $630K
Cary Street Partners Investment Advisory LLC 0.26% Add +30.6% 6,267 $628K
Cornerstone Wealth Management, LLC 0.03% Reduce -1.1% 6,258 $627K
Rialto Wealth Management, LLC 0.16% Reduce -71.6% 6,248 $626K
Woodside Wealth Management LLC 0.49% Add +1.7% 6,241 $626K
Berkeley Capital Partners, LLC 0.15% Add +1.0% 6,239 $625K
Prairiewood Capital, LLC 0.21% Add +10.4% 6,230 $625K
Truefg, LLC 0.17% Add +4.7% 6,227 $624K
Bernardo Wealth Planning LLC 0.12% Add +0.6% 6,216 $623K
Olde Wealth Management, LLC 0.19% — 6,225 $623K
Mma Asset Management LLC 0.21% Reduce -2.5% 6,210 $623K
Abound Financial, LLC 0.25% Reduce -1.4% 6,199 $621K
Peapack Gladstone Financial Corp. 0.01% Reduce -9.0% 6,195 $621K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 6,175 $619K
NorthRock Partners, LLC 0.01% New 6,160 $618K
Crewe Advisors LLC 0.06% No change 6,150 $617K
Elevatus Welath Management 0.18% Add +71.3% 6,140 $615K
Uptown Financial Advisors LLC 0.54% Reduce -0.7% 6,127 $614K
Planwiser Financial, LLC 0.49% Reduce -28.5% 6,104 $611K
Voisard Asset Management Group, Inc. 0.14% Reduce -63.3% 6,031 $605K
Oak Wealth Advisors LLC 0.35% Add +0.2% 6,027 $604K
Northwest Capital Management Inc 0.63% Reduce -80.2% 6,019 $603K
Roberts Financial Services LLC 0.19% No change 6,014 $603K
Beta Wealth Group, Inc. 0.24% New 5,986 $600K
Trek Financial, LLC 0.04% Add +20.0% 5,877 $589K
Whitegate Investment Counselors, Inc. 0.19% Reduce -26.4% 5,848 $586K
Winthrop Advisory Group LLC 0.05% Reduce -4.1% 5,829 $584K
Wealthedge Investment Advisors, LLC 0.22% Reduce -4.5% 5,800 $582K
Calton & Associates, Inc. 0.09% Reduce -14.3% 5,796 $581K
Associated Banc-Corp 0.02% Add +113.5% 5,780 $579K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -7.6% 5,735 $575K
Moloney Securities Asset Management, LLC 0.07% Add +5.1% 5,733 $575K
BKM Wealth Management, LLC 0.21% Add +8.8% 5,708 $572K
Sterling Group Wealth Management, LLC 0.28% No change 5,700 $571K
Arlington Financial Advisors, LLC 0.08% New 5,698 $571K
Asset Allocation & Management Company, LLC 0.24% No change 5,692 $571K
Partners in Financial Planning 0.10% Add +0.3% 5,687 $570K
Courier Capital LLC 0.03% Reduce -11.0% 5,674 $569K
Garden State Investment Advisory Services LLC 0.14% Reduce -0.7% 5,629 $564K
Peterson Wealth Services 0.14% Reduce -83.1% 960 $564K
Tradewinds, LLC. 0.14% Reduce -83.2% 5,597 $561K
Strategies Wealth Advisors, LLC 0.06% Reduce -21.2% 5,597 $561K
New Century Financial Group, LLC 0.99% Reduce -67.9% 5,545 $556K
Leo Wealth, LLC 0.07% Add +9.9% 5,532 $555K
City Center Advisors, LLC 0.54% Add +22.9% 5,518 $553K
Seascape Capital Management 0.16% No change 5,514 $553K
Promus Capital, LLC 0.35% Reduce -0.4% 5,468 $548K
Harvest Investment Services, LLC 0.11% Reduce -0.8% 5,465 $548K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -7.2% 5,454 $546K
Ascentis Wealth Management, LLC 0.13% Add +0.6% 5,442 $546K
B.O.S.S. Retirement Advisors, LLC 0.13% Reduce -21.5% 5,434 $545K
Crescent Grove Advisors, LLC 0.05% Add +75.5% 5,424 $544K
FAS Wealth Partners, Inc. 0.04% Reduce -0.3% 5,372 $539K
Proffitt & Goodson Inc. 0.08% Reduce -0.1% 5,369 $538K
Cadence Bank 0.03% Reduce -0.5% 5,367 $538K
Strengthening Families & Communities, LLC 0.12% New 5,365 $538K
Country Club Bank 0.03% Reduce -1.3% 5,345 $536K
Summit Financial Strategies, Inc. 0.05% Reduce -4.4% 5,335 $535K
Balanced Rock Investment Advisors LLC 0.39% Reduce -2.0% 5,314 $533K
Palisade Asset Management, LLC 0.05% Add +7.3% 5,313 $533K
Droms Strauss Advisors Inc. /Mo/ 0.15% Add +10.8% 5,241 $525K
Vontobel Holding Ltd. 0.00% Add +8.8% 5,230 $524K
Financial Consulate, Inc. 0.07% No change 5,203 $522K
GFS Advisors, LLC 0.07% No change 5,200 $521K
Altura Wealth Advisors Inc. 0.25% New 5,162 $517K
Gen-Wealth Partners Inc 0.17% Add +1603.7% 5,128 $514K
Sprott Inc. 0.02% Reduce -0.9% 5,115 $513K
Tidemark, LLC 0.15% No change 5,113 $513K
Gradient Capital Advisors, LLC 0.14% Reduce -2.2% 5,093 $511K
Naviter Wealth, LLC 0.06% Reduce -40.7% 5,076 $509K
Capital Advisors, Ltd. LLC 0.06% Add +40.4% 5,056 $507K
Boreal Capital Management LLC 0.48% Add +4.2% 5,020 $503K
Guardian Wealth Advisors, LLC / NC 0.03% Add +65.8% 5,006 $502K
Vision Financial Markets LLC 0.43% No change 5,000 $501K
GSG Advisors LLC 0.13% Add +0.8% 4,993 $500K
Chapin Davis, Inc. 0.12% Add +2.9% 4,988 $500K
Willis Johnson & Associates, Inc. 0.03% Add +3.7% 4,957 $497K
Diversified Portfolios, Inc. 0.04% Reduce -6.6% 4,943 $496K
MCF Advisors LLC 0.03% Reduce -1.8% 4,928 $494K
Traynor Capital Management, Inc. 0.03% Reduce -3.5% 4,923 $494K
Farrow Financial, Inc. 0.28% Add +17.5% 4,893 $491K
Astoria Portfolio Advisors LLC. 0.13% Add +29.5% 4,885 $489K
Dover Advisors, LLC 0.19% Reduce -6.7% 4,819 $483K
Clare Market Investments LLC 0.10% Reduce -3.0% 4,767 $478K
Boston Research & Management Inc. 0.11% Add +1.0% 4,755 $477K
Continuum Advisory, LLC 0.05% Reduce -8.6% 4,745 $476K
Hemington Wealth Management 0.06% Add +0.4% 4,739 $475K
Burney Co./ 0.02% Add +0.3% 4,724 $474K
Dale Q Rice Investment Management Ltd 0.33% Reduce -2.5% 4,728 $473K
Y.D. More Investments Ltd 0.03% Add +6.2% 4,695 $470K
Drucker Wealth 3.0, LLC 0.08% Reduce -2.8% 4,678 $469K
Halbert Hargrove Global Advisors, LLC 0.02% No change 4,675 $469K
Sonata Capital Group Inc. 0.17% No change 4,673 $468K
New World Advisors LLC 0.09% Reduce -3.2% 4,658 $467K
Texas Yale Capital Corp. 0.01% Reduce -28.3% 4,656 $467K
MBL Wealth, LLC 0.04% Reduce -2.4% 4,640 $465K
Victory Financial Group, LLC 0.06% Reduce -1.8% 4,626 $464K
Romano Brothers and Company 0.05% Add +34.0% 4,616 $463K
TSA Wealth Managment LLC 0.16% Reduce -13.8% 4,613 $462K
Guerra Advisors Inc 0.17% Reduce -6.8% 4,603 $461K
Power Wealth Management LLC 0.17% Reduce -5.8% 4,593 $460K
Haverford Trust Co 0.00% No change 4,591 $460K
Birch Financial Group, LLC 0.27% Reduce -7.6% 4,556 $457K
BAM Wealth Management, LLC 0.35% — 4,550 $456K
Old Mission Investment Co LLC 0.11% Reduce -14.2% 4,536 $455K
Sonoma Allocations LLC 0.17% — 4,497 $455K
RW Investment Management LLC 0.05% Reduce -0.1% 4,518 $453K
Heritage Wealth Advisors 0.02% Add +1.0% 4,515 $453K
BG Investment Services, LLC 0.45% Reduce -72.3% 4,512 $452K
Howe & Rusling Inc. 0.03% Add +3.2% 4,501 $451K
Abel Hall, LLC 0.18% Reduce -0.5% 4,501 $451K
Inspire Trust Co, N.A. 0.08% No change 4,486 $450K
Gray Private Wealth, LLC 0.23% Add +3.1% 4,477 $449K
Capital Investment Advisory Services, LLC 0.04% Reduce -10.2% 4,467 $448K
Wells Financial Advisors INC 0.59% Reduce -34.0% 4,418 $443K
Chancellor Financial Group WB LP 0.31% Add +0.0% 4,401 $441K
KPP Advisory Services LLC 0.07% Reduce -4.6% 4,395 $441K
Quadcap Wealth Management, LLC 0.05% Reduce -1.0% 4,389 $440K
Wolverine Trading, LLC 0.01% New 4,379 $439K
Resurgent Financial Advisors LLC 0.22% Reduce -0.2% 4,369 $438K
Advance Capital Management, Inc. 0.02% Reduce -3.5% 4,347 $436K
Mosaic Family Wealth Partners, LLC 0.05% Add +0.8% 4,321 $433K
MidAtlantic Capital Management, Inc. 0.29% Add +1.0% 4,301 $431K
First Financial Bank - Trust Division 0.04% Reduce -38.0% 4,277 $429K
Cottage Street Advisors LLC 0.18% Reduce -0.4% 4,273 $428K
Axim Planning & Wealth 0.34% Add +48.5% 4,257 $427K
Topsail Wealth Management, LLC 0.07% Add +0.5% 4,230 $424K
Argent Trust Co 0.01% Add +26.5% 4,225 $424K
My Personal CFO, LLC 0.16% New 4,222 $423K
Foundation Wealth Management, LLC\PA 0.16% Add +26.8% 4,222 $423K
Joel Isaacson & Co., LLC 0.02% Add +9.8% 4,209 $422K
Traveka Wealth, LLC 0.19% New 4,208 $422K
Atlanta Consulting Group Advisors, LLC 0.10% Add +0.4% 4,207 $422K
Life Line Wealth Management LLC 0.13% Add +1.0% 4,202 $421K
Wood Tarver Financial Group, LLC 0.12% Reduce -3.9% 4,193 $420K
Hanson & Doremus Investment Management 0.05% No change 4,156 $417K
Defined Wealth Management, LLC 0.24% Add +7.4% 4,140 $415K
Johnson Bixby & Associates, LLC 0.05% New 4,138 $415K
Kestra Investment Management, LLC 0.01% New 4,136 $415K
25 LLC 0.14% No change 4,121 $413K
Luminist Capital LLC 0.36% New 4,120 $413K
Insight Wealth Partners, LLC 0.18% Reduce -2.3% 4,120 $413K
Bogart Wealth, LLC 0.02% No change 4,117 $413K
Silver Oak Securities, Incorporated 0.03% Reduce -27.2% 4,114 $412K
Members Wealth LLC 0.26% — 4,112 $412K
Syverson Strege & Co 0.10% Add +0.3% 4,094 $410K
WealthCollab, LLC 0.19% No change 4,082 $409K
Twin Peaks Wealth Advisors, LLC 0.14% Add +2.1% 4,079 $409K
Manuka Financial, LLC 0.25% Reduce -16.4% 4,078 $409K
EdgeRock Capital LLC 0.11% New 4,078 $409K
Legacy Wealth Managment, LLC 0.18% Reduce -9.9% 4,045 $406K
Harpswell Capital Advisors, LLC 0.38% — 4,010 $402K
New Capital Management LP 0.11% Reduce -80.3% 4,002 $401K
Gouws Capital LLC 0.22% Add +90.5% 4,000 $401K
Frank, Rimerman Advisors LLC 0.03% No change 3,996 $401K
German American Bancorp, Inc. 0.04% No change 3,981 $399K
Carter Financial Group, INC. 0.24% Reduce -3.4% 3,972 $398K
Trust Co of the South 0.07% No change 3,958 $397K
Clearstead Trust, LLC 0.07% No change 3,950 $396K
Ssa Swiss Advisors AG 0.18% Add +3.5% 3,924 $393K
Glen Eagle Advisors, LLC 0.05% Add +34.1% 3,920 $393K
CWA Asset Management Group, LLC 0.01% Reduce -34.5% 3,917 $393K
Anchor Capital Advisors LLC 0.01% Reduce -5.2% 3,905 $391K
Claro Advisors Inc. 0.06% Add +7.7% 3,902 $391K
4WEALTH Advisors, Inc. 0.36% Reduce -2.6% 3,899 $391K
Peregrine Asset Advisers, Inc. 0.12% Reduce -0.3% 3,843 $385K
Knuff & Co LLC 0.11% New 3,805 $381K
RHS Financial, LLC 0.20% Add +43.7% 3,763 $377K
Legacy Capital Wealth Partners, LLC 0.08% Add +0.6% 3,751 $376K
Wealthfront Advisers LLC 0.00% New 3,747 $376K
MPWM Advisory Solutions, LLC 0.22% Add +13.9% 3,741 $375K
Barnes Dennig Private Wealth Management LLC 0.40% Add +113.1% 3,736 $375K
Financial Sense Advisors, Inc. 0.08% Reduce -1.1% 3,731 $374K
Petix & Botte Co 0.09% Add +0.1% 3,726 $373K
Ssi Investment Management LLC 0.14% No change 3,720 $373K
Creative Capital Management Investments LLC 0.12% No change 3,716 $373K
LM Advisors LLC 0.05% Add +13.2% 3,706 $372K
Williams Jones Wealth Management, LLC. 0.00% Reduce -28.5% 3,700 $371K
Cypress Wealth Services, LLC 0.06% Add +4.8% 3,694 $370K
Coastal Bridge Advisors, LLC 0.03% Add +0.7% 3,682 $369K
Clear Investment Research, LLC 0.49% Add +0.0% 3,679 $369K
Plum Street Advisors, LLC 0.14% Add +2.2% 3,679 $369K
Montag A & Associates Inc. 0.02% No change 3,679 $369K
Strategic Investment Solutions, Inc. 0.10% No change 3,674 $368K
Sachetta, LLC 0.14% No change 3,671 $368K
W Advisors, LLC 0.19% No change 3,669 $368K
Disciplined Investments, LLC 0.15% Reduce -16.6% 3,668 $368K
North Star Investment Management Corp. 0.02% Add +0.6% 3,661 $367K
Sentinel Pension Advisors, LLC 0.06% Add +0.4% 3,642 $365K
Northstar Group, Inc. 0.06% No change 3,630 $364K
Brickley Wealth Management 0.06% Add +3.4% 3,629 $364K
SIH Partners, LLLP 0.03% New 3,620 $363K
Waters Parkerson & Co., LLC 0.02% Add +24.4% 3,620 $363K
Howard Bailey Securities, LLC 0.10% Add +32.3% 3,613 $362K
Philip James Wealth Mangement, LLC 0.04% No change 3,603 $361K
WealthBridge Capital Management, LLC 0.08% New 3,590 $360K
Verus Capital Partners, LLC 0.03% Add +5.8% 3,579 $359K
MGB Wealth Management, LLC 0.10% No change 3,579 $359K
Apeiron RIA LLC 0.08% Reduce -9.0% 3,561 $358K
Strategent Financial, LLC 0.26% No change 3,558 $357K
WP Advisors, LLC 0.09% Add +1.0% 3,551 $356K
Prelude Capital Management, LLC 0.03% New 3,550 $356K
Meadow Creek Wealth Advisors LLC 0.24% Reduce -2.5% 3,515 $355K
Pine Ridge Advisers LLC 0.02% No change 3,543 $355K
Note Advisors, LLC 0.21% Add +3.8% 3,518 $353K
O'Brien Wealth Partners LLC 0.05% Add +44.7% 3,501 $351K
Rockingstone Advisors LLC 0.17% Reduce -12.5% 3,500 $351K
Segment Wealth Management, LLC 0.02% Add +1.8% 3,487 $350K
Ameriflex Group, Inc. 0.13% Add +40.8% 3,482 $349K
Everhart Financial Group, Inc. 0.04% Reduce -0.2% 3,479 $349K
SOA Wealth Advisors, LLC. 0.06% Add +2.3% 3,479 $349K
Weaver Consulting Group 0.09% Add +8.2% 3,478 $349K
GR Financial Group, LLC 0.08% Add +1.0% 3,475 $348K
Jefferies Financial Group Inc. 0.00% Add +0.0% 3,472 $348K
Lewis Asset Management, LLC 0.14% Reduce -1.4% 3,463 $347K
Novem Group 0.04% Add +45.8% 3,451 $346K
Edmond DE Rothschild Holding S.A. 0.01% No change 3,449 $346K
Cedar Point Capital Partners, LLC 0.23% Add +4.1% 3,444 $345K
Westmount Partners, LLC 0.09% Add +2.3% 3,440 $345K
Aurdan Capital Management, LLC 0.11% New 3,437 $345K
Westshore Wealth, LLC 0.12% Add +0.0% 3,389 $340K
Signature Estate & Investment Advisors LLC 0.01% Reduce -7.3% 3,387 $340K
West Branch Capital LLC 0.09% Add +4.2% 3,378 $339K
Willow Creek Wealth Management Inc. 0.03% No change 3,378 $339K
Norden Group LLC 0.03% Reduce -57.6% 3,364 $337K
Financial Management Professionals, Inc. 0.04% Reduce -0.0% 3,356 $336K
Key Financial Inc 0.06% Add +82.6% 3,355 $336K
Semus Wealth Partners LLC 0.19% Reduce -6.6% 3,343 $335K
WealthCare Investment Partners, LLC 0.11% New 3,334 $334K
Strategic Investment Advisors / MI 0.03% Add +1453.1% 45,243 $333K
Virtue Capital Management, LLC 0.05% Reduce -25.7% 6,992 $332K
Florida Financial Advisors, LLC 0.10% Reduce -61.5% 3,313 $332K
Rise Advisors, LLC 0.12% Add +4.3% 3,284 $329K
Hardin Capital Partners, LLC 0.18% Reduce -1.8% 3,281 $329K
Tempus Wealth Planning, LLC 0.08% Reduce -6.8% 3,275 $328K
Dogwood Wealth Management LLC 0.15% Add +1612.0% 3,270 $328K
Middleton & Co. Inc. 0.04% No change 3,250 $326K
Bravias Capital Group, LLC 0.22% Reduce -13.3% 3,248 $326K
Krilogy Financial LLC 0.01% New 3,250 $325K
POM Investment Strategies, LLC 0.18% New 3,231 $324K
Riverbend Wealth Management, LLC 0.22% No change 3,197 $320K
Parkshore Wealth Management, Inc. 0.13% Add +0.1% 3,196 $320K
First Heartland Consultants, Inc. 0.03% Add +55.6% 3,164 $317K
Icon Wealth Advisors, LLC 0.02% Add +23.2% 3,155 $316K
Farmers National Bank 0.07% Reduce -6.5% 3,141 $315K
Stelac Advisory Services LLC 0.11% No change 3,136 $314K
IFG Advisors, LLC 0.05% New 3,131 $314K
Cutler Investment Counsel LLC 0.03% No change 3,127 $313K
Basepoint Wealth LLC 0.22% Add +0.9% 3,120 $313K
Schneider Downs Wealth Management Advisors, LP 0.04% Add +1.1% 3,111 $312K
Stonehearth Capital Management, LLC 0.12% New 3,085 $309K
Stephenson & Company, Inc. 0.18% No change 3,072 $308K
Rosenberg Matthew Hamilton 0.07% Reduce -20.1% 3,069 $308K
Silverlake Wealth Management LLC 0.08% Reduce -5.1% 3,061 $307K
Wetzel Investment Advisors, Inc. 0.13% Reduce -5.3% 3,058 $307K
Magnus Financial Group LLC 0.02% Reduce -1.1% 3,050 $306K
Lee Danner & Bass Inc. 0.02% No change 3,042 $305K
FSM Wealth Advisors, LLC 0.04% Add +7.4% 3,032 $304K
Absolute Capital Management, LLC 0.13% Reduce -1.5% 3,023 $303K
Performance Wealth Partners, LLC 0.01% Reduce -3.8% 3,014 $302K
Obermeyer Wealth Partners 0.01% New 3,003 $301K
MB Generational Wealth, LLC 0.19% — 3,001 $301K
Gables Capital Management Inc. 0.13% No change 3,000 $301K
Centaurus Financial, Inc. 0.01% Reduce -1.1% 2,992 $300K
Tenret Co LLC 0.16% No change 2,990 $300K
Transcendent Capital Group LLC 0.13% Reduce -19.3% 2,967 $297K
Elite Financial, Inc. 0.14% New 2,967 $297K
Sykon Capital LLC 0.10% Add +17.4% 2,945 $295K
EverSource Wealth Advisors, LLC 0.01% Reduce -87.7% 2,941 $295K
Ergawealth Advisors, Inc. 0.14% New 2,940 $295K
Clearview Wealth Advisors LLC 0.19% Add +9.5% 2,931 $294K
Wincap Financial LLC 0.20% Reduce -6.0% 2,928 $294K
Holistic Financial Partners 0.12% No change 2,902 $291K
Everett Harris & Co. 0.00% No change 2,892 $290K
RiverFront Investment Group, LLC 0.01% Reduce -24.8% 2,888 $290K
Stordahl Capital Management, Inc. 0.06% Reduce -1.0% 2,876 $288K
Endowment Wealth Management, Inc. 0.13% Add +0.3% 2,876 $288K
WNY Asset Management, LLC 0.03% Reduce -37.3% 2,873 $288K
Independence Bank of Kentucky 0.04% No change 2,870 $288K
Richardson Capital Management LLC 0.14% New 2,863 $287K
Sandbox Financial Partners, LLC 0.08% Add +0.5% 2,847 $285K
Curat Global, LLC 0.27% Add +111.4% 2,846 $285K
Anchor Investment Management, LLC 0.02% Add +3.1% 2,836 $284K
Potentia Wealth 0.11% Add +30.1% 2,829 $284K
Affinity Capital Advisors, LLC 0.04% Reduce -7.6% 2,816 $282K
Courage Miller Partners, LLC 0.08% Add +0.0% 2,806 $281K
United Bank 0.10% Add +0.4% 2,801 $281K
Stonebridge Capital Advisors LLC 0.02% No change 2,800 $281K
Old Port Advisors 0.07% Add +5.8% 2,798 $281K
Benin Management CORP 0.07% No change 2,792 $280K
White Lighthouse Investment Management Inc. 0.04% Add +11.6% 2,789 $280K
Signaturefd, LLC 0.00% Reduce -3.7% 2,782 $279K
Almanack Investment Partners, LLC. 0.04% Add +14.1% 2,777 $278K
Concorde Asset Management, LLC 0.12% — 2,769 $278K
Pension & Wealth Management Advisors, Inc. 0.09% Reduce -2.1% 2,761 $277K
Karpus Management, Inc. 0.01% New 2,760 $277K
Traub Capital Management LLC 0.27% No change 2,755 $276K
Duncker Streett & Co. Inc. 0.05% Add +52.5% 2,735 $274K
Wolff Wiese Magana LLC 0.16% Add +2.7% 2,734 $274K
SWP Financial LLC 0.14% Reduce -8.6% 2,733 $274K
Fragasso Financial Advisors Inc 0.02% Add +0.5% 2,704 $271K
Debussy Capital Management LP 0.04% Reduce -9.4% 2,696 $270K
Independent Family Office, LLC 0.11% Reduce -11.5% 2,682 $269K
Pines Wealth Management, LLC 0.09% Add +0.3% 2,674 $268K
Northstar Financial Companies, Inc. 0.25% Add +0.1% 2,660 $267K
Thomasville National Bank 0.02% No change 2,655 $266K
Lyell Wealth Management, LP 0.02% Reduce -7.0% 2,635 $264K
Cadinha & Co. LLC 0.04% Add +0.1% 2,633 $264K
Wellington Shields Capital Management, LLC 0.04% New 2,631 $264K
BNC Wealth Management, LLC 0.07% Reduce -5.2% 2,626 $263K
Brown Wealth Management, LLC 0.07% Reduce -43.4% 2,617 $262K
Atticus Wealth Management, LLC 0.07% Reduce -8.4% 2,615 $262K
Moment Partners, LLC 0.05% Add +2.8% 2,615 $262K
Moors & Cabot, Inc. 0.01% New 2,600 $261K
Allianz Asset Management GmbH 0.00% No change 2,600 $261K
Braun-Bostich & Associates Inc. 0.16% Reduce -2.5% 2,590 $260K
Owen LaRue, LLC 0.10% Add +3.2% 2,582 $259K
Garrett Wealth Advisory Group, LLC 0.05% No change 2,581 $259K
Noesis Capital Mangement Corp. 0.04% Reduce -7.3% 2,580 $259K
Keebeck Wealth Management 0.03% No change 2,574 $258K
Fidelity D & D Bancorp Inc. 0.14% Reduce -1.1% 2,571 $258K
Chilton Capital Management LLC 0.01% No change 2,570 $258K
Ballew Advisors, Inc 0.14% Add +1.2% 2,536 $256K
Vanguard Group Inc. 0.00% New 2,542 $255K
Motco 0.02% Add +268.3% 2,534 $254K
Uniting Wealth Partners, LLC 0.06% New 2,523 $253K
Townsquare Capital LLC 0.04% Add +17.1% 2,521 $253K
Linden Thomas Advisory Services, LLC 0.03% New 2,516 $252K
Annex Advisory Services, LLC 0.01% Reduce -28.6% 2,516 $252K
ARS Wealth Advisors Group, LLC 0.02% Add +1.3% 2,513 $252K
Lanham O'Dell & Company, Inc. 0.08% No change 2,500 $251K
Bank Ozk 0.09% Add +9.7% 2,497 $250K
Radnor Capital Management, LLC 0.04% Reduce -16.7% 2,489 $250K
McIlrath & Eck, LLC 0.03% Add +0.1% 2,483 $249K
Cape Investment Advisory, Inc. 0.24% Add +27.4% 2,456 $246K
Zullo Investment Group, Inc. 0.09% No change 2,455 $246K
American Financial Advisors, LLC 0.03% Reduce -23.7% 2,452 $246K
Kickstand Ventures, Llc. 0.05% Reduce -1.3% 2,448 $245K
Certified Advisory Corp 0.02% Reduce -8.2% 2,448 $245K
Moneco Advisors, LLC 0.02% Add +5.1% 2,443 $245K
Raab & Moskowitz Asset Management LLC 0.05% No change 2,441 $245K
Rothschild Investment LLC 0.01% Add +4.4% 2,441 $245K
WealthTrust Axiom LLC 0.07% No change 2,423 $243K
Morris Financial Concepts, Inc. 0.09% Add +0.3% 2,411 $242K
Impact Partnership Wealth, LLC 0.04% Reduce -21.7% 2,410 $242K
Creative Financial Designs Inc. 0.02% Reduce -69.5% 2,407 $241K
Missouri Trust & Investment Co 0.07% Add +8.0% 2,395 $240K
LaSalle St. Investment Advisors, LLC 0.04% Add +10.9% 2,384 $239K
Maltin Wealth Management, Inc. 0.10% Add +15.7% 2,380 $239K
Wealthgarden F.S. LLC 0.17% Reduce -11.6% 2,358 $238K
Daner Wealth Management, LLC 0.15% No change 2,350 $237K
Cooper Financial Group 0.03% Add +6.5% 2,367 $237K
Palacios Wealth Management, LLC 0.15% No change 2,339 $234K
Fortis Group Advisors, LLC 0.04% Add +5082.2% 2,332 $234K
Etesian Wealth Advisors, Inc. 0.08% Reduce -21.0% 2,335 $234K
Fiduciary Alliance LLC 0.02% Add +0.0% 2,335 $234K
Financial Advisors Network, Inc. 0.03% Reduce -1.6% 2,328 $233K
Chemistry Wealth Management LLC 0.04% New 2,326 $233K
Brandywine Oak Private Wealth LLC 0.02% No change 2,322 $233K
Silver Oak Advisory Group, Inc. 0.10% No change 2,319 $232K
Kintra Wealth, LLC 0.13% Reduce -60.8% 2,310 $232K
Allied Investment Advisors, LLC 0.04% Add +1.8% 2,309 $231K
Hills Bank & Trust Co 0.01% Add +1.1% 2,307 $231K
Brown Brothers Harriman & Co. 0.00% New 2,300 $231K
Essex Bank 0.05% No change 2,300 $231K
Prudent Man Advisors, LLC 0.09% No change 2,298 $230K
Fourth Dimension Wealth, LLC 0.09% Reduce -2.0% 2,291 $230K
Essential Planning, LLC. 0.08% Add +0.1% 2,287 $229K
Fullcircle Wealth LLC 0.08% Add +0.3% 2,280 $228K
Spreng Capital Management, Inc. 0.09% Reduce -9.9% 2,265 $227K
Founders Financial Alliance, LLC 0.04% Add +226.4% 2,262 $227K
Kings Path Partners LLC 0.08% Add +6.7% 2,262 $227K
Banque Pictet & Cie SA 0.00% No change 2,261 $227K
New Insight Wealth Advisors 0.08% Reduce -16.6% 2,240 $225K
SilverOak Wealth Management LLC 0.04% Add +3.1% 2,237 $224K
Vertex Planning Partners, LLC 0.04% New 2,227 $223K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.3% 2,221 $223K
Pursue Wealth Partners LLC 0.12% No change 2,220 $223K
Beacon Capital Management, LLC 0.03% No change 2,215 $222K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -1.0% 2,210 $222K
3EDGE Asset Management, LP 0.01% No change 2,213 $222K
Brady Martz Wealth Solutions, LLC 0.04% New 2,206 $221K
Hengehold Capital Management LLC 0.02% Reduce -8.5% 2,199 $220K
Promethium Advisors,llc 0.13% Reduce -17.7% 2,190 $220K
Precision Wealth Strategies, LLC 0.07% Reduce -9.9% 2,181 $219K
Planning Alternatives Ltd. 0.03% New 2,177 $218K
Cornerstone Advisory, LLC 0.02% Reduce -20.1% 2,173 $218K
Destiny Wealth Partners, LLC 0.03% No change 2,161 $217K
Northwest Financial Advisors 0.28% Reduce -37.0% 2,149 $215K
Life Planning Partners, Inc 0.16% Add +0.5% 2,135 $214K
Triumph Capital Management 0.06% Reduce -74.4% 2,134 $214K
Cahill Financial Advisors Inc. 0.02% New 2,131 $214K
Bright Futures Wealth Management, LLC. 0.17% — 2,128 $213K
Invst, LLC 0.02% Reduce -20.3% 2,124 $213K
Obsidian Personal Planning Solutions LLC 0.07% New 2,114 $213K
Penobscot Investment Management Company, Inc. 0.02% New 2,115 $212K
Cambridge Financial Group, LLC 0.07% New 2,110 $212K
Bensler, LLC 0.02% New 2,108 $211K
Falcon Wealth Planning 0.02% Add +1.6% 2,104 $211K
WFA of San Diego, LLC 0.14% No change 2,100 $211K
Boltwood Capital Management 0.06% No change 2,100 $211K
Capital Investment Counsel, Inc 0.03% Add +50.0% 2,100 $211K
Essex Financial Services, Inc. 0.01% Reduce -27.7% 2,099 $210K
Essex LLC 0.04% New 2,097 $210K
McHugh Group, LLC 0.13% No change 2,089 $209K
Financial Management Network Inc. 0.03% New 2,091 $209K
Trust Co. of Toledo NA 0.02% No change 2,076 $208K
Primoris Wealth Advisors, LLC 0.13% Add +0.1% 2,070 $208K
Towneley Capital Management, Inc / DE 0.04% Reduce -27.2% 2,066 $207K
Pine Haven Investment Counsel, Inc 0.15% No change 2,065 $207K
Laffer Tengler Investments, Inc. 0.04% New 2,061 $207K
Partners Wealth Management, LLC 0.20% Add +0.5% 2,058 $206K
Able Wealth Management LLC 0.08% New 2,047 $205K
Convergence Financial, LLC 0.03% New 2,043 $205K
Wealth Architects, LLC 0.02% New 2,042 $205K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.04% Reduce -12.6% 2,028 $203K
Tyche Wealth Partners LLC 0.04% New 2,026 $203K
Woodmont Investment Counsel LLC 0.01% No change 2,026 $203K
Delta Asset Management LLC 0.02% No change 2,025 $203K
Trueblood Wealth Management, LLC 0.08% New 2,022 $203K
Glass Jacobson Investment Advisors llc 0.07% Add +55.4% 2,020 $203K
Boston Trust Walden Corp 0.00% New 2,019 $202K
SkyView Investment Advisors, LLC 0.03% New 2,012 $202K
FWL Investment Management, LLC 0.05% No change 2,012 $202K
Appleton Partners Inc. 0.01% Reduce -12.9% 2,005 $201K
Prudential PLC 0.00% Reduce -90.4% 2,000 $201K
Principia Wealth Advisory, LLC 0.14% Add +1053.8% 1,996 $200K
Midwest Capital Advisors, LLC 0.10% Add +0.3% 1,995 $200K
Trust Co. of Vermont 0.01% Add +39.6% 1,913 $192K
Salomon & Ludwin, LLC 0.02% Add +3032.8% 1,911 $191K
Kathleen S. Wright Associates Inc. 0.07% Add +1.6% 1,881 $189K
Richards, Merrill & Peterson, Inc. 0.08% No change 1,842 $185K
CNB Bank 0.08% No change 1,797 $180K
Rice Partnership, LLC 0.03% New 1,769 $177K
Matrix Private Capital Group LLC 0.09% No change 1,723 $173K
Cornerstone Planning Group LLC 0.03% Add +194.0% 1,714 $172K
Eastern Bank 0.00% Reduce -44.5% 1,691 $170K
Cardiff Park Advisors, LLC 0.01% Add +0.8% 1,670 $167K
Bank of New Hampshire 0.04% No change 1,655 $166K
Friedenthal Financial 0.09% Add +8.0% 1,651 $166K
Operose Advisors LLC 0.04% New 1,648 $165K
Vermillion & White Wealth Management Group, LLC 0.09% Add +1.0% 1,640 $164K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +3.5% 1,625 $163K
Beaird Harris Wealth Management, LLC 0.01% Add +3.0% 1,624 $163K
Global Trust Asset Management, LLC 0.07% Reduce -10.3% 1,612 $162K
Angeles Wealth Management, LLC 0.01% Add +17477.8% 1,582 $159K
St Germain D J Co. Inc. 0.01% No change 1,573 $158K
HHM Wealth Advisors, LLC 0.02% Reduce -0.2% 1,550 $155K
Centerpoint Advisors, LLC 0.05% Reduce -1.0% 1,535 $154K
Joseph Group Capital Management 0.04% Reduce -33.2% 1,519 $152K
Rossmore Private Capital 0.02% New 1,510 $151K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -38.9% 1,495 $150K
Flagship Wealth Advisors, LLC 0.05% No change 1,496 $150K
Bangor Savings Bank 0.01% No change 1,493 $150K
Crews Bank & Trust 0.02% Reduce -0.8% 1,463 $147K
First Financial Corp. 0.06% No change 1,436 $144K
Caldwell Sutter Capital, Inc. 0.06% Add +0.3% 1,429 $143K
Indiana Trust & Investment Management Co 0.04% Reduce -24.7% 1,372 $138K
Darwin Wealth Management, LLC 0.04% Add +22.8% 1,308 $131K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,290 $129K
Valley Wealth Managers, Inc. 0.01% Reduce -18.2% 1,275 $128K
Tucker Asset Management LLC 0.04% Reduce -74.5% 1,268 $127K
Kozak & Associates, Inc. 0.02% New 1,251 $125K
Oakworth Capital, Inc. 0.01% No change 1,219 $122K
N.E.W. Advisory Services LLC 0.01% No change 1,180 $118K
Stephens Consulting, LLC 0.04% Reduce -88.8% 1,177 $118K
New Millennium Group LLC 0.05% Reduce -3.8% 1,159 $116K
Alerus Financial NA 0.01% Reduce -99.8% 1,143 $115K
Banque Cantonale Vaudoise 0.00% No change 1,100 $110K
Smallwood Wealth Investment Management, LLC 0.05% Add +0.1% 1,039 $104K
Cranbrook Wealth Management, LLC 0.02% Reduce -25.7% 1,036 $104K
Orion Capital Management LLC 0.04% New 1,033 $104K
Breakwater Investment Management 0.04% No change 1,033 $104K
Hazlett, Burt & Watson, Inc. 0.04% Add +190.9% 1,027 $103K
Biltmore Family Office, LLC 0.01% Reduce -1.0% 1,023 $103K
Mechanics Financial Corp 0.04% No change 1,000 $100K
Pflug Koory, LLC 0.05% Add +15.1% 981 $98K
Compass Financial Services Inc 0.04% Add +40.5% 920 $92K
Oxford Financial Group, LTD. LLC 0.01% Reduce -28.2% 907 $91K
Granite FO LLC 0.05% No change 903 $91K
Highline Wealth Partners LLC 0.02% New 897 $90K
Toth Financial Advisory Corp. 0.01% Add +164.0% 887 $89K
Winch Advisory Services, LLC 0.02% No change 864 $87K
Archer Investment Corp 0.02% Reduce -10.4% 840 $84K
Root Financial Partners, LLC 0.01% New 836 $84K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 820 $82K
American Capital Advisory, LLC 0.04% New 811 $81K
Tradewinds Capital Management, LLC 0.02% No change 805 $81K
LGT Financial Advisors LLC 0.17% Add +944.2% 804 $81K
Medallion Wealth Advisors, LLC 0.03% No change 765 $77K
Harbor Investment Advisory, LLC 0.01% Add +33.7% 758 $76K
Vestor Capital, LLC 0.00% New 737 $74K
American Wealth Advisors, LLC 0.07% — 727 $73K
ESL Trust Services, LLC 0.01% No change 720 $72K
Comprehensive Financial Planning, Inc. 0.05% Reduce -27.5% 719 $72K
Koesten, Hirschmann & Crabtree, INC. 0.03% Add +2.1% 669 $67K
JNBA Financial Advisors 0.01% Reduce -16.3% 666 $67K
Parkside Financial Bank & Trust 0.01% Reduce -84.2% 655 $66K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -7.1% 650 $65K
Activest Wealth Management 0.01% Add +0.7% 621 $62K
IMA Advisory Services, Inc. 0.01% No change 604 $61K
Caitlin John, LLC 0.04% New 540 $54K
Navigoe, LLC 0.03% No change 542 $54K
GAMMA Investing LLC 0.00% Add +509.3% 524 $53K
Steph & Co. 0.02% No change 516 $52K
Morling Financial Advisors, LLC 0.02% New 491 $49K
Barclays PLC 0.00% Reduce -94.3% 450 $45K
DHJJ Financial Advisors, Ltd. 0.01% Add +0.2% 415 $42K
Pacifica Partners Inc. 0.01% Reduce -43.0% 411 $41K
one8zero8, LLC 0.01% Add +4000.0% 410 $41K
Evolution Wealth Management Inc. 0.04% New 401 $40K
Concord Wealth Partners 0.01% Reduce -65.3% 374 $38K
Covestor Ltd 0.02% Add +3.7% 366 $37K
City Holding Co. 0.00% Reduce -18.2% 337 $34K
Chesapeake Asset Management LLC 0.03% No change 334 $33K
Copia Wealth Management 0.02% No change 331 $33K
Roble, Belko & Company, Inc 0.00% No change 334 $33K
Consultiva Wealth Management, Corp. 0.09% No change 317 $32K
JCIC Asset Management Inc. 0.01% — 315 $32K
North Ridge Wealth Advisors, Inc. 0.02% Add +9.0% 314 $31K
Collier Financial 0.02% — 313 $31K
Bear Mountain Capital, Inc. 0.01% Reduce -1.9% 309 $31K
Elevate Wealth Advisory, Inc. 0.02% No change 311 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Reduce -58.1% 307 $31K
Punch & Associates Investment Management, Inc. 0.00% No change 300 $30K
Main Street Group, LTD 0.01% No change 294 $29K
Wiser Advisor Group LLC 0.04% New 287 $29K
Angeles Investment Advisors, LLC 0.00% No change 259 $26K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 254 $25K
Asset Dedication, LLC 0.00% Reduce -19.6% 254 $25K
FSA Wealth Management LLC 0.01% No change 212 $25K
SRH Advisors, LLC 0.01% No change 250 $25K
Citizens National Bank Trust Department 0.00% Reduce -9.1% 250 $25K
Vermillion Wealth Management, Inc. 0.01% Add +1.3% 235 $24K
AllSquare Wealth Management LLC 0.01% Reduce -4.3% 225 $23K
SJS Investment Consulting Inc. 0.00% Add +3.8% 221 $22K
Hilltop National Bank 0.01% No change 220 $22K
Murphy & Mullick Capital Management Corp 0.02% Add +0.5% 207 $21K
Paladin Advisory Group, LLC 0.02% Add +8.5% 205 $21K
Tompkins Financial Corp. 0.00% No change 204 $20K
Investors Research Corp 0.00% No change 203 $20K
Founders Capital Management 0.01% No change 200 $20K
Evelyn Partners Investment Management LLP 0.00% No change 200 $20K
Wealth Watch Advisors, INC 0.01% New 198 $20K
HFM Investment Advisors, LLC 0.01% Add +9.4% 197 $20K
Lowe Wealth Advisors, LLC 0.01% Add +23.3% 196 $20K
Kentucky Trust Co 0.01% No change 194 $19K
AlphaCore Capital LLC 0.00% Reduce -94.4% 193 $19K
Financial Perspectives, Inc 0.01% No change 190 $19K
Aventura Private Wealth, LLC 0.01% No change 186 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 186 $19K
LRI Investments, LLC 0.00% No change 176 $18K
Carolina Wealth Advisors, LLC 0.01% New 172 $17K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -68.4% 166 $17K
Pillar Financial Advisors, LLC 0.01% Add +88.5% 164 $16K
Barrett & Company, Inc. 0.01% No change 153 $15K
Hurley Capital, LLC 0.01% No change 148 $15K
Sterling Capital Management LLC 0.00% No change 141 $14K
Accredited Wealth Management, LLC 0.01% Reduce -77.9% 465 $14K
Financial Gravity Asset Management, Inc. 0.00% — 140 $14K
Seneschal Advisors, LLC 0.01% New 139 $14K
Tanglewood Legacy Advisors, LLC 0.01% Add +0.8% 134 $13K
Your Advocates Ltd., LLP 0.00% Reduce -97.1% 132 $13K
Ironwood Wealth Management, LLC. 0.00% Add +1.6% 123 $12K
Global Wealth Strategies & Associates 0.00% Add +210.8% 115 $12K
Arvest Investments, Inc. 0.00% Add +3.0% 104 $10K
Imprint Wealth LLC 0.03% — 100 $10K
State of Wyoming 0.00% No change 100 $10K
Deutsche Bank AG 0.00% No change 89 $9K
Washington Trust Advisors, Inc. 0.00% Reduce -66.2% 89 $9K
Towne Trust Company, N.A 0.00% Reduce -9.5% 86 $9K
2UniFi Bank 0.00% No change 84 $8K
Clarity Asset Management, Inc. 0.00% Add +1.2% 83 $8K
West Paces Advisors Inc. 0.00% New 77 $8K
Quaker Wealth Management, LLC 0.00% Add +5.6% 76 $8K
First Command Advisory Services, Inc. 0.00% New 66 $7K
First Community Trust NA 0.01% No change 65 $7K
Gleason Group, Inc. 0.00% New 64 $6K
Optimum Investment Advisors 0.00% No change 60 $6K
Cloud Capital Management, LLC 0.00% New 66 $6K
Versant Capital Management, Inc 0.00% No change 59 $6K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -17.5% 52 $5K
New England Asset Management Inc. 0.00% No change 50 $5K
Valley National Advisers Inc. 0.00% No change 59 $5K
Pineridge Advisors LLC 0.00% No change 49 $5K
Bare Financial Services, Inc 0.00% New 45 $5K
Coston, McIsaac & Partners 0.00% No change 45 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 39 $4K
Rakuten Securities, Inc. 0.00% Reduce -88.4% 39 $4K
EPG Wealth Management LLC 0.00% No change 39 $4K
TFC Financial Management, Inc. 0.00% Reduce -98.1% 36 $4K
Kiker Wealth Management, LLC 0.00% New 35 $4K
IMG Wealth Management, Inc. 0.00% Reduce -54.7% 34 $3K
Tortoise Investment Management, LLC 0.00% Add +13.8% 33 $3K
Goodman Advisory Group, LLC 0.00% New 32 $3K
REAP Financial Group, LLC 0.00% New 32 $3K
Boyd Watterson Asset Management LLC 0.00% No change 30 $3K
Solstein Capital, LLC 0.00% No change 29 $3K
Front Row Advisors LLC 0.00% No change 27 $3K
Legacy Bridge, LLC 0.00% No change 25 $3K
Dynamic Wealth Strategies, LLC 0.00% Reduce -3.9% 25 $3K
Glassman Wealth Services 0.00% Reduce -52.1% 23 $2K
Millstone Evans Group, LLC 0.00% No change 21 $2K
Turim 21 Investimentos Ltda. 0.00% New 21 $2K
WPG Advisers, LLC 0.00% No change 19 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 18 $2K
1 North Wealth Services LLC 0.00% Reduce -35.7% 18 $2K
Gould Capital, LLC 0.00% Reduce -95.6% 16 $2K
Hughes Financial Services, LLC 0.00% No change 16 $2K
Prestige Wealth Management Group LLC 0.00% No change 14 $1K
New Republic Capital, LLC 0.00% No change 12 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -61.3% 12 $1K
Blume Capital Management, Inc. 0.00% New 11 $1K
GE Investment Management Corp. 0.00% No change 10 $1K
Noble Wealth Management PBC 0.00% — 8 $802
Premier Financial Group 0.00% No change 7 $702
Strategic Advocates LLC 0.00% New 7 $693
Russell Investments Group, Ltd. 0.00% Reduce -99.7% 3 $311
Kilter Group LLC 0.00% No change 2 $201
Turning Point Benefit Group, Inc. 0.00% New 2 $200
Affinity Wealth LLC 0.00% No change 1 $100
Hoey Investments, Inc. 0.00% No change 1 $80

"% of holder's portfolio" is AGG's weight in each manager's 13F, not the share of iShares Core U.S. Aggregate the manager owns.