iShares Core U.S. AggregateAGGETF

13F holders, Q2 2026 (June 30)
2,097holders +6
115new positions
102sold out
6famous investors
$98.90avg. 13F price*

At the end of Q2 2026, 2,097 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 6 from Q1 2026. 115 opened new positions and 102 sold out. The largest holders were Jones Financial Companies LLLP ($10.9B), Raymond James Financial Inc. ($9.2B) and Bank of America Corp. ($6.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions115$611.7M
Exits102$489.8M

All 13F filers, Q1 2026 → Q2 2026: 78,119,988 shares bought and 67,331,887 shares sold, net +10,788,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,097 holders

Jones Financial Companies LLLP 4.38% Reduce -16.7% 110,159,073 $10.9B
Raymond James Financial Inc. 2.49% Add +4.6% 92,816,907 $9.2B
Bank of America Corp. 0.43% Reduce -4.4% 66,617,105 $6.6B
Wells Fargo & Company 1.12% Add +2.1% 65,014,488 $6.4B
BlackRock, Inc. 0.09% Add +16.0% 61,984,138 $6.1B
Mercer Global Advisors Inc. 5.50% Add +14.3% 44,994,014 $4.5B
Envestnet Asset Management Inc. 1.00% Reduce -3.4% 43,049,494 $4.3B
US Bancorp \de 4.27% Reduce -7.2% 39,478,188 $3.9B
Morgan Stanley 0.19% Add +9.8% 35,692,523 $3.5B
Northern Trust Corp. 0.27% Add +11.5% 23,143,686 $2.3B
JPMorgan Chase & Co. 0.09% Add +21.0% 16,323,687 $1.6B
Wealth Enhancement Advisory Services, LLC 2.72% Add +11.2% 16,602,475 $1.6B
Betterment LLC 2.62% Reduce -34.6% 15,621,139 $1.5B
Cetera Investment Advisers 1.40% Add +1.5% 15,483,118 $1.5B
LPL Financial LLC 0.34% Add +10.2% 15,294,726 $1.5B
Ameriprise Financial Inc. 0.30% Add +1.9% 14,914,270 $1.5B
Mariner, LLC 1.53% Add +8.1% 14,864,310 $1.5B
Acorns Advisers, LLC 9.44% Add +8.6% 14,625,279 $1.4B
Creative Planning 0.79% Reduce -2.8% 13,634,358 $1.3B
Northwestern Mutual Wealth Management Co. 0.68% Reduce -0.7% 12,874,193 $1.3B
Goldman Sachs Group Inc. 0.13% Reduce -10.9% 12,571,702 $1.2B
WealthNavi Inc. 9.11% Add +2.1% 11,751,184 $1.2B
Arizona PSPRS Trust 42.51% Add +1.1% 11,528,817 $1.1B
UBS Group AG 0.18% Add +3.5% 11,364,305 $1.1B
PNC Financial Services Group, Inc. 0.54% Add +6.2% 10,972,401 $1.1B
United Services Automobile Association 82.00% Add +52.7% 10,271,333 $1.0B
Cerity Partners LLC 1.19% Add +11.4% 9,922,031 $982.1M
FMR LLC 0.04% Add +4.6% 9,503,943 $940.7M
Rwa Wealth Partners, LLC 8.74% Add +6.6% 9,219,241 $912.5M
Johns Hopkins University 53.11% No change 8,024,716 $794.3M
Truist Financial Corp. 0.87% Reduce -2.1% 7,349,938 $727.5M
Stifel Financial Corp. 0.60% Add +0.3% 7,338,388 $726.4M
Tiaa-Cref Individual & Institutional Services, LLC 2.45% Add +14.3% 7,185,394 $711.2M
Royal Bank of Canada 0.11% Add +1.1% 6,818,247 $674.9M
Bank of New York Mellon Corp 0.11% Add +2.4% 6,806,888 $673.7M
Captrust Financial Advisors 1.02% Add +7.4% 6,703,403 $663.5M
Charles Schwab Investment Management Inc. 0.08% Reduce -2.1% 6,429,196 $636.4M
Mackenzie Financial Corp. 0.57% Add +0.1% 5,736,700 $567.8M
Members Trust Co 17.43% Reduce -1.2% 5,656,531 $559.9M
Constellation Investments, Inc. 17.48% Reduce -5.0% 5,624,548 $556.7M
D.A. Davidson & Co. 2.90% Add +2.5% 5,295,358 $524.1M
Simplify Asset Management Inc. 7.04% Add +23.0% 5,041,755 $499.0M
SigFig Wealth Management, LLC 11.22% Add +3.6% 4,261,394 $423.5M
&partners 1.73% Add +8.6% 4,253,416 $420.9M
Citigroup Inc. 0.19% Add +13.9% 4,213,649 $417.1M
Mastercard Foundation Asset Management Corp. 1.27% No change 4,125,631 $408.4M
EP Wealth Advisors, LLC 1.49% Add +23.8% 3,949,910 $391.0M
Vantagepoint Investment Advisers LLC 2.87% Reduce -0.7% 3,876,497 $383.7M
Prime Capital Investment Advisors, LLC 3.65% Add +3.2% 3,796,233 $375.8M
Russell Investments Group, Ltd. 0.33% Add +38.1% 3,769,235 $373.1M
SageView Advisory Group, LLC 11.46% Reduce -4.8% 3,533,005 $349.7M
South Dakota Investment Council 5.86% Add +5.5% 3,453,435 $341.8M
Jupiter Topco LLC 0.13% — 3,291,989 $325.8M
Fifth Third Bancorp 0.52% Add +1.8% 3,239,550 $320.7M
Mason Street Advisors, LLC 27.21% Add +0.1% 3,050,830 $302.0M
Alliancebernstein L.P. 0.10% Add +3.5% 2,961,712 $294.0M
Factory Mutual Insurance Co. 2.74% Add +61.3% 2,940,924 $291.1M
Dynasty Wealth Management, LLC 2.13% Add +5.8% 2,900,060 $287.0M
Stairway Partners, LLC 13.10% Add +15.4% 2,809,276 $278.1M
Exchange Traded Concepts, LLC 1.37% Add +15.5% 2,801,364 $277.3M
Balentine LLC 9.63% Reduce -7.6% 2,738,511 $271.1M
Susquehanna International Group, LLP 0.24% Add +104.9% 2,719,367 $269.2M
O'shaughnessy Asset Management, LLC 1.20% Add +2.8% 2,603,807 $257.7M
Steward Partners Investment Advisory, LLC 1.28% Reduce -32.7% 2,524,310 $249.9M
Blue Trust, Inc. 2.51% Reduce -1.3% 2,419,179 $239.5M
Hantz Financial Services, Inc. 3.20% Add +20.2% 2,387,883 $236.4M
Disciplina Capital Management LLC 24.39% Add +6.6% 2,385,633 $236.1M
Osaic Holdings, Inc. 0.28% Add +9.4% 2,372,924 $234.9M
Envestnet Portfolio Solutions, Inc. 1.03% Reduce -28.6% 2,184,657 $216.2M
TIAA Wealth Investment Management LLC 1.29% Add +5.5% 1,944,790 $193.3M
Quotient Wealth Partners, LLC 4.54% Add +3.4% 1,944,130 $192.4M
Axxcess Wealth Management, LLC 2.92% Add +3.4% 1,850,416 $183.2M
National Philanthropic Trust 2.61% Add +0.8% 1,821,278 $180.3M
Commonwealth Equity Services, LLC 0.22% Add +1.0% 1,800,481 $178.2M
Destination Wealth Management 4.11% Add +5.4% 1,776,193 $175.8M
HighTower Advisors, LLC 0.17% Reduce -12.9% 1,754,022 $173.6M
Kingsview Wealth Management, LLC 2.10% Add +5.1% 1,753,696 $173.6M
Ferguson Wellman Capital Management, Inc. 2.10% Add +2.4% 1,741,645 $172.4M
Wesbanco Bank Inc. 4.13% Add +9.3% 1,674,935 $165.8M
Capital Asset Advisory Services LLC 5.95% Add +2.6% 1,659,794 $164.3M
Rebalance, LLC 8.45% Add +11.6% 1,629,077 $161.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% No change 1,586,900 $157.1M
MML Investors Services, LLC 0.32% Add +15.1% 1,563,598 $154.8M
Forvis Mazars Wealth Advisors, LLC 2.56% Add +1.7% 1,551,511 $153.6M
Cambridge Investment Research Advisors, Inc. 0.34% Add +5.5% 1,549,543 $153.4M
Beacon Pointe Advisors, LLC 0.70% Add +1.2% 1,529,585 $151.4M
F/m Investments LLC 7.48% Add +5373.9% 1,487,215 $147.2M
Assetmark, Inc. 0.25% Add +149.8% 1,475,528 $146.0M
Pathstone Holdings, LLC 0.41% Add +3162.5% 1,436,769 $142.2M
Mitsubishi UFJ Trust & Banking Corp 0.31% Add +0.4% 1,419,485 $140.5M
Bank of Montreal 0.05% Reduce -13.4% 1,409,782 $139.5M
Gerber Kawasaki Wealth & Investment Management 3.69% Add +12.0% 1,395,122 $138.1M
Trajan Wealth LLC 5.04% Add +2.9% 1,349,489 $133.6M
First Citizens Bank & Trust Co. 1.99% Reduce -28.4% 1,341,923 $132.8M
Fisher Asset Management 0.04% Add +5.1% 1,340,551 $132.7M
Focus Partners Wealth 0.14% Add +0.1% 1,338,510 $132.5M
Sumitomo Mitsui Financial Group, Inc. 2.52% Reduce -1.3% 1,336,039 $132.2M
Cambridge Associates LLC /Ma/ 1.87% Add +34.0% 1,308,098 $129.5M
Ritholtz Wealth Management 1.90% Add +3.2% 1,283,233 $127.0M
V-Square Quantitative Management LLC 11.94% No change 1,269,238 $125.6M
Victory Capital Management Inc. 0.07% Reduce -9.1% 1,229,747 $121.7M
Crestwood Advisors Group, LLC 1.77% Add +6.0% 1,207,232 $119.5M
HSBC Holdings PLC 0.06% Add +4.5% 1,204,256 $119.2M
Prudential Financial Inc. 0.13% Reduce -54.0% 1,198,655 $118.6M
Nuveen, LLC 0.03% New 1,189,671 $117.8M
Allspring Global Investments Holdings, LLC 0.18% Add +2.4% 1,175,981 $116.0M
SCS Capital Management LLC 1.07% Add +507.7% 1,143,665 $113.2M
MAI Capital Management 0.42% Add +120.5% 1,113,048 $110.2M
Keybank National Association 0.36% Add +1.9% 1,106,481 $109.5M
Graves Light Lenhart Wealth, Inc. 10.18% Add +5.8% 1,102,068 $109.1M
Zhang Financial LLC 3.16% Add +21.8% 1,094,000 $108.3M
Orion Porfolio Solutions, LLC 0.82% Add +4.3% 1,088,029 $107.7M
Center for Financial Planning, Inc. 10.03% Add +2.9% 1,083,836 $107.3M
Freestone Capital Holdings, LLC 2.77% Add +13.4% 1,075,916 $106.5M
GenTrust, LLC 3.99% Add +0.4% 1,049,714 $103.9M
Meridian Wealth Partners, LLC 11.92% Add +5.4% 994,500 $98.4M
Sumitomo Mitsui Trust Group, Inc. 0.06% No change 992,594 $98.2M
Steele Capital Management, Inc. 3.61% Add +4.2% 991,812 $98.2M
Affiance Financial, LLC 14.11% Add +1.9% 990,470 $98.0M
Greenspring Advisors, LLC 5.41% Add +5.1% 986,628 $97.7M
Sagespring Wealth Partners, LLC 1.49% Add +5.7% 982,632 $97.3M
Brookstone Capital Management 0.97% Add +4.1% 979,730 $97.0M
Trustmark Bank Trust Department 5.75% Reduce -0.5% 976,001 $96.6M
Baker Avenue Asset Management, LP 1.83% Add +4.8% 971,622 $96.2M
Corient Private Wealth LP 0.13% Reduce -33.1% 948,493 $93.9M
NEOS Investment Management LLC 0.33% Add +10.9% 911,236 $89.9M
NewEdge Advisors, LLC 0.27% Add +5.5% 901,815 $89.3M
State of Michigan Retirement System 0.39% New 900,000 $89.1M
Koss-Olinger Consulting, LLC 6.86% Add +8.5% 899,732 $89.1M
Cordoba Advisory Partners LLC 18.80% New 896,121 $88.7M
1832 Asset Management L.P. 0.11% Reduce -4.8% 895,487 $88.6M
Principal Securities, Inc. 1.06% Reduce -34.2% 893,305 $88.4M
PDS Planning, Inc 5.04% Add +4.3% 880,458 $87.1M
Metropolitan Life Insurance Co 24.20% Add +3.1% 873,733 $86.5M
Oarsman Capital, Inc. 9.13% Reduce -4.8% 871,502 $86.3M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +3.5% 864,576 $85.6M
Ellenbecker Investment Group 9.90% Add +4.5% 858,837 $85.0M
Howard Capital Management, LLC 1.00% Reduce -50.9% 850,759 $84.2M
FORM Wealth Advisors, LLC 9.09% Add +64.8% 834,770 $82.6M
Johnson Investment Counsel Inc. 0.60% Add +3.7% 829,533 $82.1M
New York Life Investment Management LLC 0.57% Add +15.6% 823,286 $81.5M
United Capital Financial Advisors, LLC 0.44% Add +3.1% 810,957 $80.3M
Coldstream Capital Management Inc. 0.98% Reduce -40.3% 785,945 $77.8M
BNP Paribas Financial Markets 0.04% Add +12.9% 784,037 $77.6M
Zacks Investment Management 0.55% Add +3.7% 780,181 $77.2M
Integrity Alliance, Llc. 2.41% Add +115.5% 775,041 $76.7M
Franklin Resources Inc. 0.02% Add +7.4% 769,345 $76.1M
Voya Investment Management LLC 0.08% Add +9.7% 762,085 $75.4M
JFS Wealth Advisors, LLC 3.66% Add +5.9% 741,875 $73.4M
Bar Harbor Wealth Management 3.92% Add +3.4% 737,198 $73.0M
Rational Advisors, Inc. 7.02% Add +2.3% 735,041 $72.8M
Sand Hill Global Advisors, LLC 2.15% Add +9.4% 722,961 $71.6M
Savvy Advisors, Inc. 1.52% Add +6.5% 719,535 $71.2M
Concurrent Investment Advisors, LLC 0.60% Add +73.0% 713,093 $70.6M
Robertson Stephens Wealth Management, LLC 1.74% Add +7.5% 712,093 $70.5M
Bell Bank 2.67% Add +7.6% 706,220 $69.9M
Charles Schwab Trust Co 3.86% Reduce -0.9% 699,226 $69.2M
Nomura Asset Management International Inc. 0.10% Add +1.1% 693,601 $68.7M
Park Avenue Securities LLC 0.43% Add +4.6% 691,853 $68.5M
Prentice Wealth Management LLC 13.94% Add +4.7% 682,200 $67.5M
Lowe Brockenbrough & Co. Inc. 2.99% Add +40.3% 678,593 $67.2M
Trust Co 6.03% Add +1.5% 675,092 $66.8M
Octavia Wealth Advisors, LLC 5.73% Add +9.3% 670,616 $66.4M
Mather Group, Llc. 0.58% Add +7.5% 667,038 $66.0M
Thrivent Financial for Lutherans 0.11% Reduce -16.9% 654,207 $64.8M
McKinley Carter Wealth Services, Inc. 3.33% Add +5.2% 652,197 $64.6M
Permanent Capital Management, LP 8.64% Add +0.6% 651,553 $64.5M
Pinnacle Financial Partners, Inc. 0.44% Add +9.1% 646,646 $64.0M
Focus Financial Network, Inc. 1.97% Add +5.5% 641,837 $63.5M
Planning Project LLC 12.34% — 634,808 $61.8M
a16z Perennial Management, L.P. 4.93% Add +91.5% 615,315 $61.0M
Gotham Asset Management 0.14% Add +1.4% 616,188 $61.0M
Kestra Private Wealth Services, LLC 0.67% Reduce -2.3% 614,723 $60.8M
Vestmark Advisory Solutions, Inc. 0.57% Add +14.6% 611,878 $60.6M
Cresset Asset Management, LLC 0.22% Add +55.4% 609,084 $60.3M
Zions Bancorporation, National Association 3.58% Reduce -13.3% 604,948 $59.9M
Rock Creek Group LLC 5.91% Add +0.7% 593,169 $58.7M
Verger Capital Management LLC 17.18% Reduce -15.2% 592,645 $58.7M
Janney Montgomery Scott LLC 0.11% Reduce -28.7% 589,790 $58.4M
Cullen/Frost Bankers, Inc. 0.57% Add +5.4% 588,927 $58.3M
Adaptive Financial Consulting, LLC 20.20% Add +1.5% 582,685 $57.7M
Chaney Capital Management, Inc. 17.87% Reduce -0.3% 574,238 $56.8M
Acorn Financial Advisory Services Inc. 7.45% Add +5.8% 567,447 $56.2M
Baird Financial Group, Inc. 0.08% Add +45.0% 562,955 $55.7M
GoalFusion Wealth Management, LLC 22.39% Add +7.0% 560,186 $55.4M
Allworth Financial LP 0.24% Add +0.3% 559,519 $55.4M
Bricktown Capital, LLC 9.96% Add +2.7% 556,727 $55.1M
Smartleaf Asset Management LLC 1.78% No change 551,062 $54.8M
M&T Bank Corp 0.16% Add +13.3% 549,771 $54.4M
Summit Trail Advisors, LLC 0.68% Add +2.9% 549,204 $54.4M
Equitable Holdings, Inc. 0.32% Add +2.3% 545,101 $54.0M
Lido Advisors, LLC 0.19% Reduce -12.3% 544,631 $53.9M
Rockefeller Capital Management L.P. 0.08% Add +15.7% 542,186 $53.7M
Mascoma Wealth Management LLC 9.90% Add +6.4% 539,593 $53.4M
Keel Point, LLC 3.13% Add +2.1% 535,197 $53.0M
Bokf, NA 0.73% Reduce -6.1% 534,439 $52.9M
Scotia Capital Inc. 0.20% Add +8.7% 530,875 $52.5M
Kestra Advisory Services, LLC 0.17% Reduce -13.0% 529,913 $52.5M
Composition Wealth, LLC 0.62% Add +9.9% 529,898 $52.4M
Flagship Harbor Advisors, LLC 1.99% Add +39.9% 525,911 $52.1M
Lockheed Martin Investment Management Co. 2.05% Reduce -60.4% 523,000 $51.8M
Gridiron Partners, LLC 27.13% Add +12.0% 523,975 $51.7M
Twele Capital Management, Inc. 8.33% Add +8.5% 515,560 $51.0M
TD Private Client Wealth LLC 0.93% Add +3.8% 513,842 $50.9M
Abound Wealth Management 10.02% Add +6.1% 510,029 $50.5M
Single Point Partners, LLC 8.82% Add +2.4% 1,598,788 $50.1M
Fort Point Capital Partners LLC 5.31% Add +5.0% 502,262 $49.7M
Common Fund for Nonprofit Organizations 4.56% Reduce -6.1% 501,042 $49.6M
Arax Advisory Partners 0.32% Add +287.2% 493,378 $48.8M
Global Retirement Partners, LLC 0.75% — 492,742 $48.8M
Liquid Strategies, LLC 6.56% Reduce -2.7% 485,509 $48.1M
WHI TRUST Co LLC 30.96% Add +19.5% 483,896 $47.9M
Legacy Wealth Partners, LLC 10.65% Reduce -0.5% 478,994 $47.4M
Fund Evaluation Group, LLC 1.28% Add +45.5% 477,654 $47.3M
Fiduciary Group, LLC 3.69% Add +6.2% 475,570 $47.1M
Black Diamond Financial, LLC 4.14% Add +5.6% 474,608 $47.0M
James J. Burns & Company, LLC 5.02% Add +5.1% 468,298 $46.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.29% Add +31.4% 466,853 $46.2M
Cornerstone Management, Inc. 6.62% Add +4.3% 464,929 $46.0M
Earned Wealth Advisors, LLC 2.94% Add +21.2% 459,940 $45.5M
Legacy Financial Strategies, LLC 7.03% Reduce -1.6% 458,378 $45.4M
Baron Silver Stevens Financial Advisors, LLC 5.74% Add +7.4% 456,728 $45.2M
Smithfield Trust Co 1.80% Add +8.9% 455,713 $45.1M
Amarillo National Bank 7.12% Reduce -0.2% 448,532 $44.4M
MTC Wealth Management LLC 19.86% Reduce -0.4% 447,318 $44.3M
Evolve Private Wealth, LLC 2.69% Add +2.6% 444,989 $44.0M
DB Fitzpatrick & Co, Inc 35.59% Add +3.4% 444,901 $44.0M
Ascent Group, LLC 1.31% Add +1.4% 444,260 $44.0M
eCIO, Inc. 12.34% Add +10.9% 443,674 $43.9M
Towercrest Capital Management 6.12% Add +8.6% 443,414 $43.9M
Wealthcare Advisory Partners LLC 0.83% Add +9.0% 442,103 $43.8M
CIBC Bancorp USA Inc. 0.05% Add +6.3% 435,291 $43.1M
Syon Capital LLC 1.88% Add +10.2% 434,648 $43.0M
Wealthspire Retirement, LLC 2.35% Add +2.8% 435,405 $42.9M
Buck Wealth Strategies, LLC 4.37% Add +3.7% 421,730 $41.7M
Savant Capital, LLC 0.12% Add +227.8% 421,576 $41.6M
Arbor Investment Advisors, LLC 4.67% Add +2.3% 416,709 $41.2M
Northwestern Mutual Investment Management Company, LLC 0.48% Reduce -6.1% 411,464 $40.7M
Commonwealth Financial Services, LLC 5.42% New 407,606 $40.3M
Private Advisor Group, LLC 0.18% Reduce -17.7% 398,188 $39.4M
Visionary Wealth Advisors 1.54% Add +6.5% 393,563 $39.0M
Daybright Advisory Services, Inc. 9.20% Add +12.2% 395,660 $38.5M
Beacon Investment Advisory Services, Inc. 1.43% Add +5.1% 388,721 $38.5M
First Business Financial Services, Inc. 2.98% Add +3.4% 388,636 $38.5M
Tectonic Advisors LLC 1.84% Add +7.5% 387,622 $38.4M
Verdence Capital Advisors LLC 2.01% Add +4.4% 386,468 $38.3M
Brave Asset Management Inc. 8.10% Reduce -4.2% 382,543 $37.9M
Lineweaver Wealth Advisors, LLC 4.45% Add +3.0% 378,591 $37.5M
Discipline Wealth Solutions, LLC 3.27% Reduce -2.4% 378,419 $37.5M
Indivisible Partners 2.11% Add +1060.4% 377,855 $37.4M
Provenance Wealth Advisors, LLC 3.54% Add +2.4% 374,851 $37.1M
Vicus Capital 2.39% Reduce -4.2% 374,512 $37.1M
Bright Financial Advisors, Inc. 15.37% Add +2.7% 370,792 $36.7M
Advisory Services Network, LLC 0.42% Add +10.8% 368,810 $36.5M
First Bank & Trust 5.34% Add +2.5% 366,803 $36.3M
Financial Engines Advisors L.L.C. 0.06% Add +2.7% 366,468 $36.3M
McLean Asset Management Corp 4.78% Add +916.0% 371,519 $36.2M
Perigon Wealth Management, LLC 0.57% Add +7.9% 363,971 $36.0M
Global Endowment Management, LP 3.64% Add +8.3% 362,472 $35.9M
LVZ, Inc. 3.61% Add +2.8% 359,346 $35.6M
Ameritas Investment Partners, Inc. 0.94% Add +0.0% 356,798 $35.3M
Prosperity Consulting Group, LLC 1.33% Reduce -5.3% 354,851 $35.1M
Professional Financial Advisors, LLC 6.03% Reduce -49.3% 352,310 $34.9M
Summit Financial, LLC 0.38% Add +9.7% 352,172 $34.9M
Acumen Wealth Advisors, LLC 7.33% Add +0.4% 349,345 $34.6M
Pure Financial Advisors, LLC 0.44% Add +22.5% 349,298 $34.6M
Main Street Financial Solutions, LLC 2.21% Add +7.2% 347,719 $34.4M
Strategic Investment Management, LLC 11.74% New 344,640 $34.1M
AdvisorNet Financial, Inc 1.55% Add +1.3% 342,460 $33.9M
United Bank 3.96% Reduce -0.6% 340,970 $33.7M
Fulton Breakefield Broenniman LLC 1.98% Reduce -14.6% 340,140 $33.7M
Qube Research & Technologies Ltd 0.04% New 338,933 $33.5M
P/E Global LLC 2.15% Add +8.1% 338,206 $33.5M
Kopp Family Office, LLC 20.48% Add +22.6% 337,533 $33.4M
Vise Technologies, Inc. 0.38% Add +71.0% 337,480 $33.4M
Grey Fox Wealth Advisors, LLC 5.21% Add +15.8% 335,347 $33.2M
Parallel Advisors, LLC 0.50% Add +2.7% 333,643 $33.0M
Unique Wealth, LLC 3.82% Reduce -1.4% 330,744 $32.7M
BayBridge Capital Group, LLC 16.87% Add +25.4% 327,035 $32.4M
NewEdge Wealth, LLC 0.33% Reduce -0.2% 326,649 $32.3M
ETF Portfolio Partners, Inc. 7.67% Add +2.8% 325,817 $32.2M
Marquette Asset Management, LLC 4.14% Add +6.5% 325,066 $32.2M
Summit Asset Management, LLC 4.12% Add +4.2% 324,822 $32.2M
SVB Wealth LLC 2.02% Reduce -0.6% 323,014 $32.0M
Waverly Advisors, LLC 0.18% Add +67.7% 321,460 $31.8M
NorthRock Partners, LLC 0.46% Add +3.5% 320,830 $31.8M
Man Group plc 0.06% Add +254.3% 320,062 $31.7M
Sanctuary Advisors, LLC 0.15% Add +9.5% 319,381 $31.6M
Bryn Mawr Trust Advisors, LLC 1.37% Add +32.8% 318,393 $31.5M
Commerce Bank 0.14% Add +70.4% 317,134 $31.4M
Great Valley Advisor Group, Inc. 0.49% Reduce -1.9% 315,575 $31.2M
Rhumbline Advisers 0.02% Reduce -20.4% 314,345 $31.1M
Fort Henry Capital, LLC 17.08% Add +2.8% 313,230 $31.0M
Sequent Planning LLC 6.62% Add +7.3% 313,224 $31.0M
First Citizens Asset Management, Inc. 9.89% Add +1.3% 312,802 $31.0M
Brown Advisory Inc. 0.05% Add +2.2% 312,639 $30.9M
Tiaa Trust, National Association 1.82% Add +4.3% 310,716 $30.8M
Eley Financial Management, Inc 9.93% Add +16.3% 309,663 $30.7M
Caliber Wealth Management, LLC / KS 2.95% Add +1.4% 308,699 $30.6M
Spire Wealth Management 0.92% Add +0.3% 307,520 $30.4M
Heartwood Wealth Advisors LLC 2.36% Add +1.7% 306,452 $30.3M
WealthPlan Investment Management, LLC 1.50% Add +32.1% 305,978 $30.3M
First Merchants Corp. 1.07% Reduce -3.8% 305,537 $30.2M
Founders Financial Securities LLC 1.53% Add +4.3% 302,046 $29.9M
Beirne Wealth Consulting Services, LLC 5.92% Reduce -29.4% 300,743 $29.8M
Catalyst Financial Partners LLC 2.92% Add +8.7% 297,735 $29.5M
Markin Asset Management, LP 24.64% Reduce -1.2% 290,898 $28.8M
Forefront Wealth Partners, LLC 8.90% Add +22.3% 290,048 $28.7M
Hancock Whitney Corp. 0.48% Add +6.2% 289,058 $28.6M
Financial Designs Corp 15.30% Add +5.6% 288,327 $28.5M
Hudson Capital Management LLC 7.01% Add +3.1% 284,336 $28.1M
Horizon Investments, LLC 0.31% Reduce -46.2% 284,724 $28.0M
Webster Bank, N. A. 2.42% Add +8.8% 281,696 $27.9M
GP Brinson Investments LLC 11.34% No change 280,650 $27.8M
Bank of Hawaii 1.37% Add +5.0% 280,398 $27.8M
Regions Financial Corp. 0.17% Add +2.7% 279,831 $27.7M
Ted Buchan & Co 9.00% Add +2.2% 277,977 $27.5M
Farther Finance Advisors, LLC 0.21% Add +2.8% 276,853 $27.4M
Liberty Mutual Group Asset Management Inc. 2.38% New 275,000 $27.2M
Quantinno Capital Management LP 0.03% Add +846.5% 273,363 $27.1M
Colton Groome Financial Advisors, LLC 6.47% Add +1.2% 270,541 $26.8M
Fairview Capital Investment Management, LLC 1.39% Reduce -5.5% 266,472 $26.4M
Aspiriant, LLC 0.64% Add +17.6% 263,856 $26.1M
World Investment Advisors 0.43% Reduce -1.6% 259,013 $25.7M
iA Global Asset Management Inc. 0.31% Reduce -69.3% 259,600 $25.7M
Golden State Wealth Management, LLC 2.34% Add +1.7% 259,018 $25.6M
Matrix Trust Co 3.69% Reduce -0.5% 257,323 $25.5M
Choreo, LLC 0.28% Add +2.0% 256,008 $25.3M
Connable Office Inc. 2.23% Add +6.4% 255,508 $25.3M
Cultivar Capital, Inc. 16.21% Add +2.4% 254,345 $25.2M
Diversified Trust Co. 0.40% Add +5.5% 254,098 $25.2M
Galvin, Gaustad & Stein, LLC 1.88% Add +1.2% 253,257 $25.1M
Florida Trust Wealth Management Co 0.62% Add +2.4% 253,069 $25.0M
Madison Asset Management, LLC 0.30% Reduce -0.7% 252,075 $25.0M
Integrated Wealth Concepts LLC 0.16% Add +19.0% 251,168 $24.9M
Natixis Advisors, LLC 0.03% Add +19.0% 249,886 $24.7M
Sunflower Bank, N.A. 5.91% Reduce -4.5% 249,745 $24.7M
Compound Planning, Inc. 0.64% Reduce -16.9% 248,550 $24.6M
Sowell Financial Services LLC 0.80% Add +2.5% 247,748 $24.5M
Red Cedar Investment Management, LLC 2.32% Reduce -32.5% 247,675 $24.5M
Snider Financial Group 6.20% Add +21.1% 246,229 $24.4M
Rakuten Investment Management, Inc. 0.07% Add +1.5% 241,493 $24.0M
Columbia Bank 5.35% Add +319.0% 241,181 $23.9M
First Hawaiian Bank 3.02% Add +2.1% 241,175 $23.9M
Chemung Canal Trust Co. 4.40% Add +2.8% 240,707 $23.8M
Benjamin Edwards Inc. 0.22% Add +1.2% 238,261 $23.6M
Clearstead Advisors, LLC 0.22% Reduce -8.6% 236,811 $23.4M
Elm Partners Management LLC 0.84% Reduce -14.4% 236,071 $23.4M
Tandem Wealth Advisors LLC 9.27% Reduce -31.6% 235,324 $23.3M
TD Capital Management LLC 1.90% Reduce -10.1% 235,271 $23.3M
Texas Capital Bank Wealth Management Services Inc 1.23% Add +5.2% 232,873 $23.0M
Harbour Investments, Inc. 0.31% Reduce -1.2% 231,503 $22.9M
Tanager Wealth Management LLP 1.96% Reduce -10.0% 227,275 $22.5M
Ally Invest Advisors Inc. 1.36% Add +6.4% 226,868 $22.5M
SBI Securities Co., Ltd. 0.51% Add +1.4% 225,843 $22.4M
Thayer Partners, LLC / MA 9.18% Add +5.3% 224,064 $22.2M
Wrapmanager Inc. 6.93% Add +1.5% 223,892 $22.2M
Stephens Inc. 0.25% Add +1.0% 223,499 $22.1M
Sheridan Capital Management, LLC 10.63% Reduce -1.7% 223,099 $22.1M
Level Four Advisory Services, LLC 0.62% Reduce -8.0% 222,404 $22.0M
Tiemann Investment Advisors, LLC 7.96% Add +5.3% 222,133 $22.0M
Legacy Private Trust Co. 1.22% Add +2.1% 220,202 $21.8M
Omega Financial Group, LLC 6.52% Add +5.9% 216,553 $21.4M
Stamos Capital Partners, L.P. 3.28% Reduce -76.7% 216,193 $21.4M
Ballast Advisors LLC 5.07% Add +7.8% 215,046 $21.3M
Insight 2811, Inc. 8.59% Add +0.9% 214,231 $21.2M
Diversified Enterprises, LLC 1.03% Add +6.5% 214,136 $21.2M
Hudock, Inc. 2.69% Add +1.1% 212,568 $21.0M
Alliance Wealth Management Group 4.09% Add +18.0% 212,383 $21.0M
TRB Wealth Management, LLC 2.78% Add +3.7% 210,632 $20.8M
Wealthspire Advisors, LLC 0.11% Add +39.9% 209,861 $20.8M
Lutz Financial Services LLC 1.26% Reduce -0.1% 208,958 $20.7M
Colonial Trust Advisors 1.44% Add +7.7% 208,780 $20.7M
Garde Capital, Inc. 0.92% New 208,346 $20.6M
ES4, LLC 10.76% Add +33.9% 207,027 $20.5M
DSG Capital Advisors, LLC 2.89% Add +2.9% 207,656 $20.4M
Kelly Financial Group LLC 4.49% Add +6.8% 204,205 $20.2M
Watershed Private Wealth LLC 5.67% Add +23.2% 203,469 $20.1M
Scissortail Wealth Management, LLC 3.85% Add +1.6% 202,137 $20.0M
Chesapeake Wealth Management 5.61% Add +4.2% 202,075 $20.0M
Sunesis Advisors, LLC 8.24% Reduce -1.8% 201,340 $19.9M
Patriot Investment Management Group, Inc. 1.15% Add +0.5% 200,698 $19.9M
TCI Wealth Advisors, Inc. 0.86% Reduce -4.7% 200,623 $19.9M
Dakota Wealth Management 0.37% Add +12.8% 197,691 $19.6M
Retirement Capital Strategies 6.77% Add +1.7% 197,004 $19.5M
Passaic Partners LLC 1.83% Reduce -44.3% 193,201 $19.1M
Joel Adams & Associates, Inc. 12.15% Add +4.3% 191,138 $18.9M
Cornerstone Wealth Group, LLC 1.11% Add +2.4% 188,336 $18.6M
First Horizon Corp. 0.71% Add +4.4% 187,656 $18.6M
Meridian Management Co. 4.15% Add +160.7% 186,700 $18.5M
First Commonwealth Financial Corp 2.58% Add +3.1% 186,201 $18.4M
TCP Asset Management, LLC 2.06% Add +8.4% 183,413 $18.2M
Principal Financial Group Inc. 0.01% Reduce -8.8% 183,008 $18.1M
Bouchey Financial Group, Ltd. 1.17% Reduce -76.3% 182,758 $18.1M
Merit Financial Group, LLC 0.11% Add +4.3% 181,117 $17.9M
Twin Focus Capital Partners, LLC 1.82% Reduce -1.9% 180,684 $17.9M
CVA Family Office, LLC 1.61% Add +23.1% 180,155 $17.8M
Range Advisory, LLC 2.11% Add +41.8% 178,747 $17.7M
Peddock Capital Advisors, LLC 3.53% Add +2.6% 178,644 $17.7M
Modera Wealth Management, LLC 0.19% Reduce -4.3% 177,616 $17.6M
Alpha Financial Partners LLC 9.17% Add +1.0% 176,374 $17.5M
Strategic Financial Group, LLC 16.72% Add +0.3% 176,302 $17.5M
Stratos Wealth Partners, LTD. 0.18% Reduce -16.4% 175,437 $17.4M
Blair William & Co. 0.05% Add +7.0% 174,976 $17.3M
Oppenheimer Asset Management Inc. 0.18% Add +15.6% 174,438 $17.3M
WASHINGTON TRUST Co 0.53% Reduce -0.9% 173,092 $17.1M
Summit Wealth Partners, LLC 2.40% Reduce -3.5% 169,947 $16.8M
Renaissance Technologies 0.02% New 169,699 $16.8M
Prairieview Wealth Partners, LLC 12.39% Add +12.3% 167,570 $16.6M
Genus Capital Management Inc. 1.63% No change 167,450 $16.6M
Capitolis Liquid Global Markets LLC 0.07% Reduce -6.1% 166,500 $16.5M
GeoWealth Management, LLC 0.51% Add +26.2% 165,146 $16.3M
Family Capital Trust Co 5.29% Add +11.2% 164,373 $16.3M
Financial Partners Group, Inc 1.65% Reduce -2.4% 164,064 $16.2M
Robinswood Financial LLC 4.64% Add +5.5% 163,669 $16.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.35% Add +7.2% 163,475 $16.2M
North Berkeley Wealth Management, LLC 6.53% Add +83.2% 163,252 $16.2M
Moneta Group Investment Advisors LLC 0.12% Add +5.0% 161,572 $16.0M
Smith & Howard Wealth Management, LLC 3.28% Add +23.5% 161,324 $16.0M
First Foundation Advisors 0.57% Reduce -0.3% 161,259 $16.0M
Mullooly Asset Management, Inc. 4.90% Add +9.7% 160,987 $15.9M
Sound Financial Strategies Group, LLC 10.09% Reduce -0.2% 160,502 $15.9M
Rothschild Wealth LLC 1.27% Add +2.0% 160,324 $15.9M
Nicolet Bankshares Inc. 0.50% Reduce -2.4% 159,599 $15.8M
Caldwell Trust Co 1.27% Add +9.1% 158,921 $15.7M
Arrowroot Family Office, LLC 4.50% Reduce -0.4% 158,730 $15.7M
Foguth Wealth Management, LLC. 1.79% Add +3.6% 160,313 $15.7M
Kintra Wealth, LLC 0.82% Add +105.9% 160,451 $15.7M
Granite Harbor Advisors, Inc. 6.18% Add +1.9% 156,231 $15.5M
Marquette Associates, Inc. 11.25% Add +149.4% 155,973 $15.4M
Nwam LLC 0.77% Add +25.4% 155,802 $15.4M
Bartlett & Co. Wealth Management LLC 0.19% Reduce -1.4% 155,773 $15.4M
Evensky & Katz LLC 0.79% Add +4.4% 155,002 $15.3M
Sharp Wealth Advisory, LLC 7.09% Add +5.5% 154,625 $15.3M
Diversify Advisory Services, LLC 0.26% New 156,611 $15.3M
Diversify Wealth Management, LLC 0.26% Reduce -5.8% 156,611 $15.3M
Ashton Thomas Private Wealth, LLC 0.32% Add +88.0% 154,080 $15.3M
Providence First Trust Co 4.26% Reduce -0.5% 153,747 $15.2M
Fagan Associates, Inc. 1.87% Add +3.6% 153,268 $15.2M
Sequoia Financial Advisors, LLC 0.08% Reduce -0.1% 152,297 $15.1M
FC Advisory LLC 3.99% Add +1.5% 152,147 $15.1M
Motive Wealth Advisors 6.17% Add +5.8% 151,575 $15.0M
Montecito Bank & Trust 2.24% Add +1.9% 150,950 $14.9M
Eagle Strategies LLC 1.48% Add +5.2% 150,069 $14.9M
CVS HEALTH Corp 6.58% No change 149,700 $14.8M
Fiducient Advisors LLC 2.12% Reduce -11.1% 149,252 $14.8M
Tide Cove Capital Partners LLC 9.56% Add +1.0% 151,241 $14.8M
Donaldson Capital Management, LLC 0.42% Add +0.8% 149,048 $14.8M
Old National Bancorp 0.29% Reduce -80.4% 148,288 $14.7M
Fifth Third Securities, Inc. 0.83% Add +3.8% 146,764 $14.5M
Cornerstone National Bank & Trust Co 4.89% Add +153.0% 146,751 $14.5M
Greenwood Capital Associates LLC 1.41% Add +3.0% 145,605 $14.4M
One Day In July LLC 1.00% Add +6.7% 144,680 $14.3M
Sfam, LLC 11.68% Add +5.8% 144,594 $14.3M
Calamos Wealth Management LLC 0.43% Reduce -0.6% 142,503 $14.1M
Facet Wealth, Inc. 0.20% Reduce -1.0% 142,416 $14.1M
BCS Wealth Management 2.54% Add +7.8% 142,203 $14.1M
High Note Wealth, LLC 2.40% Add +8.6% 142,048 $14.1M
Catalyst Capital Advisors LLC 0.23% Add +8.0% 142,032 $14.1M
Somnio Financial Group, LLC 8.32% Add +5.3% 141,923 $14.0M
McGlone Suttner Wealth Management, Inc. 1.63% Add +7.8% 140,716 $13.9M
High Net Worth Advisory Group LLC 2.95% Add +0.7% 140,341 $13.9M
Asset Allocation Strategies LLC 2.12% Add +52.0% 139,076 $13.8M
Freestate Advisors LLC 10.14% Add +1.4% 137,105 $13.6M
LMG Wealth Partners, LLC 2.16% Add +8.2% 136,337 $13.5M
J.W. Cole Advisors, Inc. 0.23% New 135,121 $13.4M
Townsend Financial Planning, LLC 11.45% Add +6.7% 132,713 $13.1M
Schroder Investment Management Group 0.01% No change 131,987 $13.1M
Prospera Financial Services Inc 0.19% Reduce -3.9% 131,882 $13.1M
Accelerate Investment Advisors LLC 7.47% Add +2.9% 131,339 $13.0M
Ames National Corp. 7.15% Add +6.0% 131,303 $13.0M
Easterly Investment Partners LLC 0.66% Reduce -0.1% 131,150 $13.0M
OFS Enterprise LLC 3.28% Add +9.0% 129,872 $12.9M
Aquire Wealth Advisors, LLC 2.94% Reduce -9.4% 129,620 $12.8M
Lazard Asset Management LLC 0.02% Reduce -6.7% 128,789 $12.7M
HRT Financial LP 0.02% Add +489.4% 128,683 $12.7M
Mann Financial Group, Inc. 10.62% Reduce -4.9% 128,194 $12.7M
Modern Wealth Management, LLC 0.15% Reduce -6.5% 128,041 $12.7M
NDWM LLC 7.43% Add +7.3% 127,840 $12.7M
Blue Chip Partners, LLC 0.80% Add +18.2% 127,755 $12.6M
Slow Capital, Inc. 1.47% Reduce -8.3% 127,150 $12.6M
Laird Norton Wetherby Trust Company, LLC 0.24% Add +5.9% 126,022 $12.5M
Colonial Trust Co / SC 1.58% Add +3.4% 125,774 $12.4M
U S Wealth Group, Llc. 7.44% Add +28.5% 125,476 $12.4M
Peak Financial Management, Inc. 2.84% Add +0.6% 125,149 $12.4M
Granite Bay Wealth Management, LLC 1.13% Add +199.2% 124,466 $12.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.16% Add +17.7% 123,521 $12.2M
Phillips Financial Management, LLC 0.89% Reduce -34.1% 122,304 $12.1M
Corepath Wealth Partners LLC 7.55% Add +5.7% 123,414 $12.1M
Lighthouse Financial Services Inc. 2.54% Add +0.4% 122,587 $12.1M
Sandy Cove Advisors, LLC 3.02% Reduce -9.7% 121,827 $12.1M
Central Bank & Trust Co. 1.71% Reduce -1.8% 121,637 $12.0M
HB Wealth Management, LLC 0.07% Reduce -0.1% 121,624 $12.0M
Timonier Family Office, LTD. 3.39% — 121,246 $12.0M
Wescott Financial Advisory Group, LLC 0.92% Add +2.0% 120,222 $11.9M
Parkway Wealth Management Group, LLC 1.37% Reduce -0.7% 119,824 $11.9M
LifePlan Investment Advisors, Inc. 4.06% Reduce -0.1% 119,048 $11.8M
Carbahal Olsen Financial Services Group, LLC 8.15% Add +2.3% 118,579 $11.7M
Westerkirk Capital Inc. 1.12% Reduce -11.2% 117,900 $11.7M
Coastline Trust Co 1.03% Add +24.3% 117,726 $11.7M
LeConte Wealth Management, LLC 6.34% Add +9.0% 117,507 $11.6M
Valmark Advisers, Inc. 0.12% Reduce -8.8% 116,486 $11.5M
D L Carlson Investment Group Inc. 1.81% Reduce -25.5% 114,989 $11.4M
Avior Wealth Management, LLC 0.30% Reduce -60.9% 114,823 $11.4M
Money Concepts Capital Corp. 0.52% Reduce -10.3% 114,310 $11.3M
Belpointe Asset Management LLC 0.37% Add +6.5% 113,917 $11.3M
Geneos Wealth Management Inc. 0.23% Add +1.0% 113,756 $11.3M
Mgo One Seven LLC 0.19% Reduce -3.4% 113,612 $11.2M
Cerity Partners OCIO LLC 0.57% Reduce -6.7% 113,244 $11.2M
Independent Solutions Wealth Management, LLC 1.46% Add +0.4% 112,822 $11.2M
Accurate Wealth Management, LLC 1.06% Add +21.9% 113,261 $11.1M
Country Trust Bank 0.19% Reduce -61.3% 112,229 $11.1M
Roundview Capital LLC 0.61% Reduce -6.3% 112,153 $11.1M
Cosner Financial Group, LLC 5.68% Add +4.8% 111,674 $11.1M
Cibc World Market Inc. 0.02% Add +1.8% 110,607 $10.9M
Elevation Point Wealth Partners, LLC 0.20% Add +5.6% 110,518 $10.9M
NorthCrest Asset Manangement, LLC 0.28% Add +7.2% 111,364 $10.9M
Harpswell Capital Advisors, LLC 7.00% Add +5.9% 110,163 $10.9M
NorthCoast Asset Management LLC 0.24% Reduce -1.9% 109,549 $10.8M
Kingswood Wealth Advisors, LLC 0.44% Add +0.1% 109,462 $10.8M
Merited Wealth, LLC 7.58% Add +81.2% 108,259 $10.7M
Ieq Capital, LLC 0.05% Reduce -10.1% 108,177 $10.7M
Main Management LLC 0.72% Reduce -0.7% 107,886 $10.7M
Koenig Investment Advisory, LLC 8.28% Add +2.6% 107,644 $10.7M
Midwestern Financial, LLC 7.43% Add +8.8% 107,267 $10.6M
Waterloo Capital, L.P. 0.60% Add +20.4% 107,044 $10.6M
Continental Investors Services, Inc. 8.25% Add +53.3% 107,489 $10.5M
STAR Financial Bank 4.27% Add +11.7% 105,818 $10.5M
Sigma Planning Corp 0.26% Reduce -43.8% 105,579 $10.5M
Investment Research Partners LLC 3.49% Add +7.5% 104,143 $10.3M
Acima Private Wealth, LLC 2.99% Add +2.8% 103,994 $10.3M
HTG Investment Advisors, Inc. 2.64% Reduce -20.0% 103,848 $10.3M
Strategic Financial Partners, Ltd. 3.87% Reduce -30.5% 103,542 $10.2M
Interactive Financial Advisors, Inc. 6.22% Reduce -0.7% 103,176 $10.2M
Neuberger Berman Group LLC 0.01% Add +58.9% 102,658 $10.2M
Hillcrest Wealth Advisors - NY, LLC 3.62% Add +8.0% 102,330 $10.1M
Optas, LLC 1.40% Reduce -51.0% 101,009 $10.0M
JT Stratford LLC 1.10% Reduce -1.8% 100,926 $10.0M
Storen Legacy Partners, LLC 2.70% Add +16.6% 100,232 $9.9M
Juncture Wealth Strategies, LLC 2.58% Add +8.5% 100,001 $9.9M
Edgestream Partners, L.P. 0.29% Add +575.0% 99,843 $9.9M
Lifestyle Asset Management, Inc. 2.64% Reduce -74.8% 99,359 $9.8M
Blankinship & Foster, LLC 1.98% Reduce -1.9% 99,129 $9.8M
Westside Investment Management, Inc. 1.29% Add +7.9% 99,000 $9.8M
Amtrust Financial Services, Inc. 2.90% No change 98,560 $9.8M
Silver Coast Investments LLC 2.88% Add +4.7% 97,875 $9.7M
Crabel Capital Management, LLC 7.06% New 97,734 $9.7M
Optiver Holding B.V. 0.14% Add +187.3% 96,370 $9.5M
Glassy Mountain Advisors, Inc. 2.60% Add +9.3% 96,102 $9.5M
Clearwater Capital Advisors, LLC 0.69% Reduce -2.2% 95,075 $9.4M
PFG Advisors 0.47% Reduce -18.5% 94,895 $9.4M
DRW Securities, LLC 0.56% Add +708.2% 94,823 $9.4M
Financial Planning Navigators CORP 3.49% Add +9.9% 94,162 $9.3M
Frisco Financial Planning LLC 7.02% Add +3.0% 94,135 $9.3M
Columbus Macro, LLC 0.90% Add +8.7% 93,981 $9.3M
IFP Advisors, Inc 0.17% Reduce -12.5% 93,781 $9.3M
Act Wealth Management, LLC 2.72% Add +2.0% 93,582 $9.3M
Wealthedge Investment Advisors, LLC 3.15% Add +2.4% 93,542 $9.3M
NewSquare Capital LLC 0.68% Add +0.8% 93,072 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.6% 92,901 $9.2M
TPG Advisors LLC 5.04% Add +12.8% 92,818 $9.2M
Founders Grove Wealth Partners, LLC 1.83% Reduce -22.8% 92,585 $9.2M
Insigneo Advisory Services, LLC 0.34% Reduce -1.8% 92,175 $9.1M
Livet Wealth, LLC 5.26% Add +14.9% 92,065 $9.1M
WCG Wealth Advisors LLC 0.21% Add +10.1% 90,811 $9.0M
Emergent Wealth Advisors, LLC 4.67% Add +5.6% 91,216 $9.0M
Durante & Waters, LLC 5.88% Add +8.9% 90,657 $9.0M
Addis & Hill, Inc 4.93% Add +3.5% 90,456 $9.0M
Firestone Capital Management 1.67% Reduce -2.6% 90,448 $9.0M
Vericrest Private Wealth 7.95% Add +11.2% 90,226 $8.9M
Pinnacle Financial Group, LLC / IL 2.17% Add +4.0% 89,833 $8.9M
Financial & Tax Architects, LLC 1.87% Reduce -12.8% 89,492 $8.9M
Aventus Investment Advisors, Inc. 6.45% Reduce -5.3% 88,891 $8.8M
Wayfinding Financial, LLC 3.28% Reduce -3.0% 87,631 $8.7M
Capstone Financial Advisors, Inc. 0.42% Add +1.6% 87,126 $8.6M
Stonehaven Wealth & Tax Solutions, LLC 6.90% Add +0.4% 87,059 $8.6M
Arkadios Wealth Advisors 0.13% Add +0.2% 86,957 $8.6M
CFS Investment Advisory Services, LLC 0.57% Reduce -6.0% 87,256 $8.6M
CX Institutional 0.25% Add +38.7% 86,726 $8.6M
Chicago Partners Investment Group LLC 0.17% Reduce -13.8% 87,947 $8.6M
Simplicity Wealth,LLC 0.29% Add +62.4% 86,237 $8.5M
Atria Investments, Inc 0.08% Reduce -82.7% 85,658 $8.5M
Premier Path Wealth Partners, LLC 0.97% Add +8.9% 84,914 $8.4M
City National Bank of Florida 3.51% Add +29.3% 84,500 $8.4M
Erickson Financial Group, LLC 4.46% Add +4.6% 84,132 $8.3M
Farmers & Merchants Investments Inc. 0.20% Add +1.7% 84,038 $8.3M
National Bank of Canada 0.01% Reduce -56.4% 84,051 $8.3M
Chesley Taft & Associates LLC 0.32% Add +4.5% 83,979 $8.3M
Greykasell Wealth Strategies, Inc. 2.97% Reduce -14.6% 82,761 $8.2M
FDx Advisors, Inc. 2.46% Reduce -0.7% 82,452 $8.2M
Fortis Capital Advisors, LLC 0.91% Add +3.6% 81,785 $8.1M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +5.9% 81,168 $8.0M
Curry Webb Wealth Management LLC 3.32% Add +46.7% 81,049 $8.0M
Boomfish Wealth Group, LLC 3.65% Reduce -0.2% 81,036 $8.0M
Lanark Financial, Inc. 0.54% Add +15.7% 81,024 $8.0M
Sovran Advisors, LLC 0.59% Add +3.8% 81,393 $8.0M
Navigate Wealth Management, LLC 4.93% Add +11.7% 81,078 $8.0M
Global Assets Advisory, LLC 1.73% Add +4.7% 80,280 $7.9M
Van Hulzen Asset Management, LLC 0.55% Reduce -26.1% 78,753 $7.8M
SG Americas Securities, LLC 0.00% Add +16.8% 78,467 $7.8M
Atlas Private Wealth Advisors 1.68% Reduce -6.1% 77,621 $7.7M
Private Client Services, LLC 2.01% Add +0.8% 77,345 $7.7M
Alamar Capital Management, LLC 3.86% Add +3.9% 77,150 $7.6M
Oasis Advisors, LLC 4.94% New 76,980 $7.6M
Regal Investment Advisors LLC 0.39% Add +5.8% 76,418 $7.6M
AQR Capital Management 0.00% Add +89.5% 76,005 $7.5M
MKD Wealth Coaches, LLC 6.40% Add +0.7% 75,702 $7.5M
Walker Financial Services, Inc. 2.31% Reduce -18.0% 75,444 $7.5M
Avantax Planning Partners, Inc. 0.19% Reduce -1.2% 75,355 $7.5M
City State Bank 1.71% Add +1.2% 75,203 $7.4M
IHT Wealth Management, LLC 0.16% Reduce -39.3% 75,112 $7.4M
Galaxy Digital Inc. 1.18% New 75,000 $7.4M
Flagstar Securities, Inc. 2.24% Add +124.2% 74,995 $7.4M
Citizens Financial Group Inc. 0.09% Reduce -9.6% 74,824 $7.4M
All Terrain Financial Advisors, LLC 1.54% Reduce -0.2% 73,969 $7.3M
James Investment Research, Inc. 0.74% Add +16.9% 73,937 $7.3M
Cedar Mountain Advisors, LLC 1.26% Add +0.4% 73,919 $7.3M
Ameritas Advisory Services, LLC 0.15% Add +944.9% 73,599 $7.3M
LGL Partners, LLC 2.66% Add +0.1% 73,550 $7.3M
Ausdal Financial Partners, Inc. 0.29% Reduce -15.0% 73,512 $7.3M
One Capital Management, LLC 0.20% No change 73,243 $7.3M
Sellwood Investment Partners LLC 2.55% Add +4.4% 72,941 $7.2M
Astoria Strategic Wealth, Inc. 1.65% Add +2.5% 72,910 $7.2M
Counterweight Ventures, LLC 3.58% Reduce -1.9% 72,592 $7.2M
Kagan Cocozza Asset Management 4.47% Add +12.9% 72,064 $7.1M
Csenge Advisory Group 0.29% Reduce -3.3% 72,033 $7.1M
Systematic Alpha Investments, LLC 0.19% No change 72,000 $7.1M
JGP Wealth Management, LLC 0.64% Add +35.6% 71,752 $7.1M
IFG Advisory, LLC 0.25% New 71,640 $7.1M
Plimoth Trust Co. LLC 1.41% Reduce -0.7% 71,571 $7.1M
ATLas Financial Planning LLC 5.71% Reduce -0.3% 71,104 $7.0M
Onyx Bridge Wealth Group LLC 0.63% Reduce -48.4% 71,025 $7.0M
Triad Wealth Partners, LLC 0.42% Add +138.8% 71,989 $7.0M
Fsa Wealth Partners, Inc. 1.75% Add +16.4% 70,525 $7.0M
Sovereign Investment Advisors, LLC 1.31% Add +1.0% 70,318 $7.0M
Naples Global Advisors, LLC 0.43% Reduce -1.9% 70,311 $7.0M
CBM Financial, LLC 4.14% Add +4.6% 70,820 $7.0M
Liberty Atlantic Advisors LLC 4.96% Add +11.8% 69,587 $6.9M
OneDigital Investment Advisors LLC 0.06% Reduce -22.4% 69,579 $6.9M
Epiq Partners, LLC 2.97% Reduce -5.2% 68,970 $6.8M
MCF Advisors LLC 0.24% Add +9.1% 68,847 $6.8M
WealthSpring Partners, LLC 5.85% Reduce -2.4% 68,719 $6.8M
Westwood Holdings Group Inc. 0.05% Reduce -17.8% 68,705 $6.8M
Redwood Park Advisors LLC 4.90% Add +0.2% 68,593 $6.8M
Midwest Professional Planners, LTD. 1.33% Add +7.5% 68,382 $6.8M
WealthPLAN Partners, LLC 1.29% Add +141.2% 68,139 $6.7M
REDW Wealth LLC 2.41% Reduce -2.0% 68,062 $6.7M
Wilmington Savings Fund Society, FSB 0.15% Reduce -53.0% 66,807 $6.6M
Sax Wealth Advisors, LLC 0.27% Add +31.2% 66,605 $6.6M
Innova Wealth Partners 2.73% Reduce -36.6% 66,593 $6.6M
North Star Investment Management Corp. 0.36% Add +33.3% 66,547 $6.6M
Apollon Wealth Management, LLC 0.08% Reduce -1.8% 65,796 $6.5M
Ameliora Wealth Management Ltd. 1.90% No change 64,790 $6.4M
Quattro Financial Advisors LLC 1.37% Add +27.4% 64,724 $6.4M
Tillman Hartley LLC 1.44% Reduce -3.3% 64,579 $6.4M
Destiny Capital Corp 2.97% Reduce -11.7% 64,530 $6.4M
Grove Bank & Trust 0.63% Add +1.7% 64,508 $6.4M
Element Wealth, LLC 2.37% Add +1.7% 63,580 $6.3M
RKL Wealth Management LLC 0.50% Reduce -1.4% 63,551 $6.3M
River's Edge Wealth Management, LLC 5.48% Add +4.3% 63,520 $6.2M
Aspect Partners, LLC 2.32% Add +15.8% 62,920 $6.2M
Summit Wealth Group, LLC 1.27% Reduce -7.3% 62,901 $6.2M
Little House Capital LLC 1.39% Add +3.1% 62,722 $6.2M
Joseph P. Lucia & Associates, LLC 1.87% Add +7.8% 62,691 $6.2M
Sharper & Granite LLC 1.92% Add +2.5% 62,648 $6.2M
Westfuller Advisors, LLC 2.25% Add +25.4% 62,578 $6.2M
Atwater Malick LLC 1.35% Add +25.5% 62,545 $6.2M
Whittier Trust Co. 0.06% Add +0.9% 62,675 $6.2M
Lynch Investment Planning, LLC 4.73% Add +8.1% 62,263 $6.2M
Arrow Financial Corp 0.55% Reduce -0.2% 62,177 $6.2M
Johnson Financial Group, Inc. 0.20% Add +14.4% 62,078 $6.1M
StoryOne LLC 2.89% Add +0.0% 61,681 $6.1M
Modus Advisors, LLC 1.50% Add +3.7% 61,494 $6.1M
Envision Financial LLC 2.80% Add +52.2% 61,322 $6.1M
GuidedMoney, LLC 2.79% Add +25.1% 60,942 $6.0M
Mutual Advisors, LLC 0.11% Reduce -77.0% 60,626 $6.0M
LPWM LLC 1.32% Add +0.9% 60,164 $6.0M
BBR Partners, LLC 0.28% Add +262.7% 59,553 $5.9M
Apex Wealth Management, LLC 3.60% Reduce -1.6% 59,514 $5.9M
Arete Wealth Advisors, LLC 0.39% Reduce -3.2% 59,457 $5.9M
Summit Global Investments 0.32% Reduce -24.1% 59,325 $5.9M
DMC Group, LLC 4.02% Reduce -9.0% 59,258 $5.9M
Cary Street Partners Financial LLC 0.13% Reduce -0.9% 59,220 $5.9M
Two Sigma Securities, LLC 0.50% Reduce -53.0% 58,958 $5.8M
Invesco Ltd. 0.00% Add +1.2% 58,843 $5.8M
Odyssey Group, LLC 1.58% — 58,819 $5.8M
Canvas Wealth Advisors, LLC 0.80% Add +0.3% 58,191 $5.8M
Avidian Wealth Enterprises, LLC 0.16% Add +0.7% 57,990 $5.7M
TBH Global Asset Management, LLC 1.05% Reduce -9.4% 57,897 $5.7M
Teucrium Investment Advisors, LLC 5.09% Reduce -37.1% 57,979 $5.7M
Golden Bell Financial Planning LLC 4.20% Reduce -1.2% 57,694 $5.7M
Silver Grove Financial Group, Inc. 3.09% Reduce -0.1% 57,694 $5.7M
Glenview Trust Co 0.08% Add +3.5% 57,664 $5.7M
Shelter Mutual Insurance Co 1.21% No change 57,660 $5.7M
Valeo Financial Advisors, LLC 0.12% Reduce -14.3% 57,658 $5.7M
Eight 31 Financial, LLC 3.37% Add +5.0% 57,305 $5.7M
Coign Capital Advisors LLC 2.54% Add +6.7% 57,088 $5.7M
Wealth Enhancement Trust Services, Inc. 0.63% Add +7.5% 56,889 $5.6M
AE Wealth Management LLC 0.03% Reduce -4.5% 56,799 $5.6M
Ancora Advisors LLC 0.11% Add +4.3% 56,627 $5.6M
Synergy Asset Management, LLC 0.53% Add +1.6% 56,505 $5.6M
Thompson Investment Management, Inc. 0.64% Add +7.1% 56,395 $5.6M
Sincerus Advisory, LLC 3.77% Add +14.8% 56,089 $5.6M
AlTi Global, Inc. 0.11% Reduce -15.9% 55,899 $5.5M
AtlasMark Financial, Inc 2.71% Add +28.5% 55,517 $5.5M
SteelPeak Wealth, LLC 0.14% Add +32.3% 55,226 $5.5M
Wellington-Altus USA Inc. 3.90% Reduce -14.0% 55,052 $5.5M
Arbor Trust Wealth Advisors, LLC 2.20% Add +7.7% 55,170 $5.5M
Independent Advisor Alliance 0.13% Reduce -77.7% 54,792 $5.4M
Stone Wealth Partners 3.97% Reduce -5.3% 54,789 $5.4M
Arrien Investments, Inc. 2.73% Add +0.6% 54,603 $5.4M
Tobias Financial Advisors, Inc. 0.69% Reduce -3.3% 54,577 $5.4M
FourThought Financial Partners, LLC 0.42% Reduce -7.8% 54,522 $5.4M
Conservest Capital Advisors, Inc. 0.43% Reduce -7.6% 54,423 $5.4M
MorganRosel Wealth Management, LLC 1.82% Add +31.9% 54,351 $5.4M
Newport Capital Group, LLC 3.02% Add +7.8% 54,295 $5.4M
Impact Capital Partners LLC 1.46% Reduce -1.5% 54,146 $5.4M
Quartz Partners, LLC 1.75% Reduce -6.5% 54,027 $5.3M
Brendel Financial Advisors LLC 2.47% Add +1.9% 53,803 $5.3M
WealthTrust Asset Management, LLC 2.87% Add +1.1% 53,610 $5.3M
Heartland Advisors Inc. 0.24% Add +0.3% 53,502 $5.3M
Koshinski Asset Management, Inc. 0.28% Add +0.6% 53,289 $5.3M
RFG Advisory, LLC 0.08% Reduce -29.3% 53,216 $5.3M
WBH Advisory Inc. 0.35% Add +1.0% 53,188 $5.3M
Smith Shellnut Wilson LLC 1.97% Add +6.0% 53,142 $5.3M
Invested Advisors 4.64% Add +2.9% 53,037 $5.2M
Kovack Advisors, Inc. 0.25% Reduce -3.4% 53,053 $5.2M
RiverGlades Family Offices LLC 2.39% Add +1.7% 52,635 $5.2M
Capital Management Associates, Inc 1.04% Add +0.3% 52,527 $5.2M
HUB Investment Partners, LLC 0.09% Add +1.8% 52,101 $5.2M
Toews Corp. 0.75% New 52,026 $5.1M
Patriot Financial Group Insurance Agency, LLC 0.53% Reduce -48.7% 51,992 $5.1M
Jackson, Grant Investment Advisers, Inc. 1.59% Reduce -0.7% 51,731 $5.1M
Empower Advisory Group, LLC 0.01% Reduce -5.0% 51,725 $5.1M
Valley Forge Investment Consultants Inc. Adv 1.31% Add +66.0% 51,548 $5.1M
Avail Investment Partners, LLC 3.92% Add +12.5% 51,477 $5.1M
Northern Lights Advisors, Inc. 2.75% Add +11.4% 51,148 $5.1M
Oxinas Partners, LLC 1.98% Add +4.8% 50,846 $5.0M
LYNX Capital Group Ltd. 2.03% Add +51.2% 50,716 $5.0M
PlanVest Financial, Inc 3.35% Add +2.5% 50,659 $5.0M
SouthState Bank Corp 0.21% Reduce -3.4% 50,385 $5.0M
PFG Investments, LLC 0.19% Add +4.4% 50,330 $5.0M
Cannon Wealth Management Services, LLC 2.72% Add +2.3% 50,246 $5.0M
Flagship Private Wealth, LLC 1.75% Reduce -1.0% 49,901 $4.9M
Quadrant Capital Group LLC 0.14% Reduce -1.3% 49,761 $4.9M
E&G Advisors, LLC 0.95% Reduce -0.7% 49,666 $4.9M
Accel Wealth Management 1.10% Add +0.5% 49,572 $4.9M
McCarter Private Wealth Services LLC 1.69% New 49,477 $4.9M
Wealthcare Capital Partners, LLC 2.01% Add +9.6% 49,180 $4.9M
J.Safra Asset Management Corp 0.22% Add +35.7% 49,131 $4.9M
Canton Hathaway, LLC 0.92% No change 48,700 $4.8M
Sound View Wealth Advisors Group, LLC 0.30% Add +5.7% 48,449 $4.8M
NBT Bank, N.A. 0.32% Reduce -54.1% 48,324 $4.8M
Genesis Private Wealth, LLC 1.34% Reduce -1.0% 48,063 $4.8M
Croban 2.08% Add +1.4% 47,728 $4.7M
Ti-Trust, Inc. 2.53% Add +0.6% 47,617 $4.7M
TRUE Private Wealth Advisors 0.41% Add +5.9% 47,441 $4.7M
Oppenheimer & Co. Inc. 0.05% Reduce -14.2% 47,398 $4.7M
West Paces Advisors Inc. 0.78% New 46,975 $4.6M
PKS Advisory Services, LLC 0.74% Add +8.6% 46,859 $4.6M
IFS Advisors, LLC 2.22% Add +0.0% 46,847 $4.6M
United Advisor Group, LLC 0.49% Add +1.5% 46,789 $4.6M
Snowden Capital Advisors LLC 0.11% Add +2.3% 46,603 $4.6M
DAVENPORT & Co LLC 0.02% Add +1.4% 46,263 $4.6M
Park Place Capital Corp 0.72% Add +0.8% 46,049 $4.6M
Wealthcare Capital Management LLC 0.43% Add +182.3% 45,792 $4.5M
Millennium Management 0.00% New 45,763 $4.5M
Merkkuri Wealth Advisors LLC 2.80% Reduce -12.3% 45,628 $4.5M
Adirondack Trust Co. 1.34% Add +32.9% 45,497 $4.5M
Raffa Wealth Management, LLC 0.56% Add +1.0% 45,285 $4.5M
Alps Advisors Inc. 0.02% No change 45,215 $4.5M
Stock Yards Bank & Trust Co. 0.13% Add +12.8% 45,079 $4.5M
5T Wealth, LLC 1.66% Add +0.1% 44,979 $4.5M
Forum Private Client Group LLC 1.32% Add +5.4% 44,761 $4.4M
Paladin Partners, LLC 2.93% Reduce -0.3% 44,709 $4.4M
Ironwood Financial, llc 0.69% Add +3.1% 45,077 $4.4M
Pursuit Wealth Strategies, LLC 5.71% Add +5.0% 44,355 $4.4M
Elevation Wealth Partners, LLC 1.31% Add +0.6% 44,201 $4.4M
OpenArc Corporate Advisory, LLC 0.05% Reduce -23.0% 44,174 $4.4M
Hudson Oak Wealth Advisory LLC 3.36% Add +12.1% 44,053 $4.4M
Parallax Volatility Advisers, L.P. 0.20% No change 43,651 $4.3M
CENTRAL TRUST Co 0.08% Reduce -5.7% 43,333 $4.3M
Pacific Park Financial, Inc. 2.49% Add +6.1% 43,288 $4.3M
Bryant Woods Investment Advisors, LLC 1.19% New 43,230 $4.3M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -19.1% 43,194 $4.3M
Intergy Private Wealth, LLC 0.99% Add +12.6% 43,102 $4.3M
Woodard & Co. Asset Management Group Inc. 0.61% Add +39.8% 43,025 $4.3M
MPS Loria Financial Planners, LLC 0.97% Add +6.2% 42,791 $4.2M
Leuthold Group, LLC 0.43% No change 42,755 $4.2M
Bluestem Financial Advisors, LLC 1.48% Reduce -2.2% 42,691 $4.2M
Equity Wealth Partners, LLC 1.51% Add +3.4% 42,518 $4.2M
Ullmann Wealth Partners Group, LLC 0.38% Add +0.6% 42,437 $4.2M
Welch & Forbes LLC 0.05% Add +49.0% 42,377 $4.2M
DV Trading LLC 0.35% Add +139.8% 42,300 $4.2M
Evercore Wealth Management, LLC 0.06% Add +1.0% 41,750 $4.1M
TD Waterhouse Canada Inc. 0.01% Add +4.9% 41,927 $4.1M
Cadia Private Client LLC 2.94% Reduce -10.9% 41,451 $4.1M
1607 Capital Partners, LLC 0.36% Reduce -84.8% 41,270 $4.1M
Lake Street Private Wealth, LLC 0.47% Reduce -2.7% 41,257 $4.1M
Wise Wealth Partners 6.93% Reduce -18.2% 41,211 $4.1M
Western Wealth Management, LLC 0.13% Reduce -3.8% 40,981 $4.1M
Sterling Investment Advisors LLC 1.82% Add +7.6% 40,955 $4.1M
Family Investment Center, Inc. 0.67% Add +2.4% 40,807 $4.0M
Charter Capital Management, LLC\DE 1.79% Add +4.5% 40,788 $4.0M
CreativeOne Wealth, LLC 0.09% Reduce -35.4% 40,768 $4.0M
Pinnacle Wealth Planning Services, Inc. 0.38% Add +2.5% 40,569 $4.0M
Strive Financial Group ,LLC 1.74% Add +19.8% 40,500 $4.0M
Dynamic Advisor Solutions LLC 0.11% Reduce -4.5% 40,373 $4.0M
Aua Capital Management, LLC 1.85% Add +0.0% 40,230 $4.0M
Randall & Associates Wealth Management 2.45% Add +4.5% 40,042 $4.0M
Forteris Wealth Management Inc. 3.24% Add +0.6% 40,007 $4.0M
Wealth Management Associates, Inc. 1.09% Add +6.2% 39,976 $4.0M
Godfrey Financial Associates, Inc. 2.99% Add +2.3% 39,466 $3.9M
Midwest Trust Co 0.04% Reduce -6.1% 39,116 $3.9M
Davidson Trust Co. 1.51% Reduce -0.6% 38,993 $3.9M
Advisor OS, LLC 0.26% Add +6.8% 38,889 $3.8M
Cypress Capital Group 0.36% Add +8.4% 38,751 $3.8M
Heritage Wealth Management, Inc. 1.91% Add +4.3% 38,673 $3.8M
Meitav Investment House Ltd. 0.03% New 38,677 $3.8M
KFA Private Wealth Group, LLC 0.92% Reduce -53.3% 38,468 $3.8M
Mesirow Financial Investment Management, Inc. 0.06% Add +2.7% 37,877 $3.7M
Legacy Wealth Management, LLC 0.20% Reduce -7.3% 37,783 $3.7M
Tactive Advisors, LLC 0.91% Reduce -20.3% 37,435 $3.7M
Stonekeep Investments, LLC 2.16% Add +0.1% 37,418 $3.7M
Salem Investment Counselors Inc. 0.09% Reduce -13.3% 37,340 $3.7M
Delos Wealth Advisors, LLC 1.89% Add +21.1% 37,233 $3.7M
Exchange Bank 2.28% Reduce -1.1% 37,018 $3.7M
Global Trust Wealth Management LLC 2.51% Add +19.7% 36,861 $3.6M
Aspen Wealth Management LLC 0.62% Add +88.2% 36,858 $3.6M
Smith, Moore & Co. 0.24% Add +0.5% 36,802 $3.6M
NYL Investors LLC 1.39% Reduce -0.3% 36,740 $3.6M
Bauman Advisory Group, LLC 1.93% Add +27.3% 36,733 $3.6M
Financial Strategies Group, Inc. 0.58% Add +3.0% 37,000 $3.6M
Elevatus Welath Management 0.88% Reduce -46.5% 36,508 $3.6M
Cornerstone Advisors Asset Management, LLC 0.47% Reduce -1.3% 36,373 $3.6M
Tradition Wealth Management, LLC 0.22% Reduce -2.1% 36,065 $3.6M
Compagnie Lombard Odier SCmA 0.04% Reduce -24.7% 35,867 $3.6M
Cheviot Value Management, LLC 0.36% Add +2.5% 35,825 $3.5M
Vista Investment Partners Ii, LLC 1.39% Reduce -7.0% 35,717 $3.5M
Gryphon Financial Partners LLC 0.32% Reduce -0.6% 35,503 $3.5M
Larry Mathis Financial Planning, LLC 2.67% Add +17.8% 35,455 $3.5M
Innovative Wealth Building LLC 2.03% Reduce -1.3% 35,347 $3.5M
First National Bank of Omaha 0.10% Reduce -3.2% 35,256 $3.5M
Cerity Partners Retirement Plan Advisors LLC 1.45% New 34,949 $3.5M
Burke & Herbert Bank & Trust Co. 0.85% Add +0.8% 34,819 $3.4M
Stronghold Wealth Management L.L.C. 4.61% Add +3.0% 34,768 $3.4M
Compass Ion Advisors, LLC 0.30% Add +1.8% 34,714 $3.4M
Reicon Wealth Advisors, LLC 2.13% Add +90.0% 34,495 $3.4M
Chandler Asset Management, Inc. 0.48% No change 34,482 $3.4M
May Hill Capital, LLC 0.71% Add +131.0% 34,158 $3.4M
Maxele Advisors, LLC 2.35% — 34,007 $3.4M
GLR Partners, LLC 1.56% Add +5.4% 33,854 $3.4M
First Trust Advisors LP 0.00% Reduce -1.1% 33,372 $3.3M
Canal Capital Management, LLC 0.40% Add +30.8% 33,327 $3.3M
TritonPoint Partners, LLC 0.27% Reduce -3.1% 33,174 $3.3M
EFG International AG 0.06% No change 33,116 $3.3M
Capital Advisors Wealth Management, LLC 0.38% Reduce -4.8% 33,065 $3.3M
Integrity Advisory Solutions, LLC 0.34% Reduce -7.3% 33,042 $3.3M
TOP Private Wealth LLC. 3.13% — 32,967 $3.3M
SYM FINANCIAL Corp 0.26% Add +1.7% 32,898 $3.3M
United Community Bank 1.01% Add +2.6% 32,844 $3.3M
Integrated Advisors Network LLC 0.15% Reduce -67.0% 32,832 $3.2M
BLB&B Advisors, LLC 0.12% Reduce -13.3% 32,829 $3.2M
Simmons Bank 0.18% Add +3.3% 32,773 $3.2M
Quantum Financial Planning Services, Inc. 1.00% Add +0.6% 32,637 $3.2M
Advyzon Investment Management, LLC 0.23% Add +14.8% 32,615 $3.2M
Invera Wealth Advisors, LLC 1.72% Add +13.1% 32,432 $3.2M
1ST Source Bank 0.15% Reduce -37.8% 32,378 $3.2M
Kastel Capital Advisors, LLC 2.03% Reduce -39.1% 32,266 $3.2M
American National Bank & Trust 0.27% Add +11.9% 32,166 $3.2M
Moneda S.A. Administradora General de Fondos 2.61% Reduce -24.4% 32,139 $3.2M
Pettyjohn, Wood & White, Inc. 0.46% Add +5.8% 32,116 $3.2M
Accredited Investors Inc. 0.14% Reduce -5.5% 32,106 $3.2M
Bigelow Investment Advisors, LLC 1.15% Reduce -7.6% 32,005 $3.2M
Valpey Financial Services, LLC 1.88% Add +8.7% 31,954 $3.2M
Nvwm, LLC 0.63% Add +10.7% 31,596 $3.1M
First Interstate Bank 0.16% Add +3.4% 31,467 $3.1M
Leavell Investment Management, Inc. 0.11% Reduce -1.1% 31,457 $3.1M
Beam Wealth Advisors, Inc. 0.69% Add +2.8% 31,454 $3.1M
Michels Family Financial, LLC 1.99% Reduce -0.5% 31,422 $3.1M
SC&H Financial Advisors, Inc. 0.41% Reduce -6.8% 31,344 $3.1M
JHP Wealth Management, LLC 2.54% Reduce -6.1% 31,341 $3.1M
Private Wealth Asset Management, LLC 0.30% Add +12.0% 31,317 $3.1M
Soltis Investment Advisors LLC 0.18% Add +1.3% 31,288 $3.1M
Miramontes Capital, LLC 0.96% Reduce -0.1% 31,087 $3.1M
Aries Wealth Management 0.60% Add +14.8% 31,049 $3.1M
Saxon Interests, Inc. 0.85% Reduce -0.2% 30,999 $3.1M
CGN Advisors LLC 0.22% Add +1.4% 30,924 $3.1M
Private Trust Co. NA 0.24% Reduce -6.5% 30,879 $3.1M
Pitcairn Wealth Advisors LLC 0.33% Add +84.9% 30,861 $3.1M
KG Capital Management 1.81% Reduce -3.5% 30,758 $3.0M
Bessemer Group Inc. 0.00% Add +8.6% 30,635 $3.0M
Arista Wealth Management, LLC 0.32% Add +0.9% 30,307 $3.0M
Clearview Wealth Management LLC 1.91% Reduce -1.6% 30,071 $3.0M
Dearborn Partners LLC 0.17% Add +3.4% 30,048 $3.0M
Transamerica Financial Advisors, LLC 0.25% Add +25.8% 30,020 $3.0M
Arcadia Wealth Management, LLC 0.93% Add +4.5% 29,921 $3.0M
First American Trust, FSB 0.18% Reduce -2.1% 29,881 $3.0M
Hickory Point Bank & Trust 1.78% Add +0.8% 29,720 $2.9M
Patten Group, Inc. 0.45% Reduce -35.0% 29,565 $2.9M
Maia Wealth LLC 0.43% Add +9.3% 29,511 $2.9M
Cordgrass Capital Advisors, LLC 1.09% Reduce -83.8% 29,444 $2.9M
Cooksen Wealth, LLC 1.83% Add +3.1% 29,372 $2.9M
Blalock Williams, LLC 1.86% Reduce -2.6% 28,995 $2.9M
Hoxton Planning & Management, LLC 0.75% Add +0.9% 28,995 $2.9M
Pointe Capital Management LLC 1.28% Add +11.4% 28,985 $2.9M
Wingate Wealth Advisors, Inc. 1.26% Reduce -5.6% 28,909 $2.9M
Mechanics Bank Trust Department 0.35% Reduce -14.4% 28,844 $2.9M
Hilltop Holdings Inc. 0.23% Add +4.3% 28,840 $2.9M
Compass Financial Group, Inc. 1.21% Reduce -5.1% 28,826 $2.9M
Madrona Financial Services, LLC 0.52% Add +3.2% 28,764 $2.8M
BlueSky Wealth Advisors, LLC 0.33% Reduce -3.4% 28,532 $2.8M
Stockman Wealth Management, Inc. 0.29% Add +1.3% 28,356 $2.8M
SlateStone Wealth, LLC 0.21% Add +77.1% 28,321 $2.8M
Alhambra Investment Management LLC 1.22% Reduce -4.3% 28,251 $2.8M
FFT Wealth Management LLC 0.44% Reduce -8.2% 28,223 $2.8M
Laurel Oak Wealth Management, LLC 0.41% Reduce -3.3% 28,091 $2.8M
Heritage Family Offices, LLP 1.07% Reduce -42.8% 28,089 $2.8M
Pacific Excel Wealth Advisors, Inc. 1.08% New 28,089 $2.8M
Fairway Wealth LLC 0.64% Add +3.7% 28,081 $2.8M
New England Private Wealth Advisors LLC 0.27% Add +20.1% 28,458 $2.8M
Retirement Systems of Alabama 0.01% No change 27,899 $2.8M
McDonald Partners LLC 0.67% Reduce -7.5% 27,872 $2.8M
Atlanta Consulting Group Advisors, LLC 0.44% Add +0.2% 27,751 $2.7M
Denali Advisors LLC 0.28% Add +6.1% 27,652 $2.7M
Capstone Wealth Management, Inc. 2.05% Add +10.0% 27,747 $2.7M
American State Bank (Iowa) 1.11% Reduce -2.6% 27,621 $2.7M
AMG National Trust Bank 0.06% Reduce -17.7% 27,558 $2.7M
DecisionMap Wealth Management, LLC 1.52% Add +4.9% 27,485 $2.7M
Eclectic Associates Inc. 0.31% Add +15.8% 27,470 $2.7M
Rehmann Capital Advisory Group 0.12% Reduce -12.6% 27,492 $2.7M
Aletheian Wealth Advisors LLC 1.16% Reduce -4.7% 27,449 $2.7M
Balboa Wealth Partners 0.37% Add +6.4% 27,371 $2.7M
Aviance Capital Partners, LLC 0.28% Reduce -52.8% 27,357 $2.7M
Ascent Wealth Partners, LLC 0.27% Add +3.2% 27,347 $2.7M
Gateway Wealth Partners, LLC 0.16% Reduce -30.3% 27,328 $2.7M
LCNB Corp. 0.83% Reduce -3.9% 27,310 $2.7M
Sierra Capital LLC 0.26% Add +15.6% 27,201 $2.7M
Integrated Investment Consultants, LLC 0.52% Add +1.4% 26,852 $2.7M
Larson Financial Group LLC 0.07% Add +23.2% 26,692 $2.6M
Retirement Wealth Solutions LLC 1.45% Add +9.0% 26,624 $2.6M
Measured Wealth Private Client Group, LLC 0.63% Reduce -6.0% 26,494 $2.6M
North Dakota State Investment Board 0.11% New 26,460 $2.6M
XML Financial, LLC 0.19% Add +10.1% 26,444 $2.6M
Clear Harbor Asset Management, LLC 0.16% Add +101.9% 26,429 $2.6M
Liberty One Investment Management, LLC 0.26% Add +9.3% 26,400 $2.6M
Occidental Asset Management, LLC 0.26% Reduce -0.1% 26,358 $2.6M
Rik Saylor Financial, Inc. 1.72% Reduce -1.1% 26,221 $2.6M
Keenan, LLC 1.83% Add +5.9% 26,158 $2.6M
Topor & Co. Korea 2.04% Reduce -4.5% 26,135 $2.6M
Family Wealth Partners, LLC 0.79% Reduce -0.2% 25,993 $2.6M
Hollencrest Capital Management 0.17% Reduce -2.4% 25,929 $2.6M
International Assets Investment Management, LLC 0.15% Add +33.2% 26,006 $2.6M
Howland Capital Management LLC 0.09% Add +86.8% 25,832 $2.6M
LongView Wealth Management 0.66% Add +7.8% 25,831 $2.6M
NTV Asset Management LLC 0.25% Reduce -1.0% 25,781 $2.6M
Voya Financial Advisors, Inc. 0.22% Add +1.9% 25,648 $2.5M
Cyndeo Wealth Partners, LLC 0.12% Add +1.5% 25,600 $2.5M
DT Investment Partners, LLC 0.19% Reduce -26.4% 25,416 $2.5M
Total Investment Management Inc. 0.26% Reduce -2.3% 25,552 $2.5M
Asset Management Group, Inc. 0.36% Reduce -1.7% 24,989 $2.5M
CFG Wealth Management Services, Inc. 2.41% No change 24,838 $2.5M
Christensen, King & Associates Investment Services, Inc. 0.98% Reduce -0.4% 24,905 $2.5M
Purpose Unlimited Inc. 0.09% Add +2.2% 24,853 $2.5M
Austin Wealth Management, LLC 0.52% Add +3.1% 25,025 $2.5M
Heritage Wealth Management, Inc. 0.61% New 24,779 $2.5M
Richard W. Paul & Associates, LLC 0.75% Reduce -64.0% 24,744 $2.4M
Financial Freedom, LLC 1.12% Add +0.2% 24,670 $2.4M
Prairie Advisory, LLC 0.58% — 24,519 $2.4M
Alpha Capital Advisors Inc. 2.09% Add +0.0% 24,459 $2.4M
Wealth Alliance Advisory Group, LLC 0.34% Reduce -1.6% 24,085 $2.4M
Core Wealth Management, Inc. 0.67% No change 24,077 $2.4M
Grey Ledge Advisors, LLC 0.48% Add +7.9% 24,043 $2.4M
Lionsbridge Wealth Management LLC 2.34% Reduce -3.0% 24,043 $2.4M
Turn8 Private Wealth Inc. 1.59% Reduce -32.5% 24,017 $2.4M
McNaughton Wealth Management, LLC 0.84% Add +7.1% 23,965 $2.4M
PSI Advisors, LLC 0.55% Reduce -2.1% 23,841 $2.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% No change 23,807 $2.4M
Miller Capital Partners, Inc. 0.92% Add +2.6% 23,750 $2.4M
Register Financial Advisors LLC 0.72% Add +0.8% 23,741 $2.3M
Zenith Solutions, Inc. 2.12% — 23,644 $2.3M
Abundance Wealth Counselors 0.15% Add +109.8% 23,548 $2.3M
Trilogy Capital Inc. 0.09% Add +0.5% 23,395 $2.3M
Independent Financial Group, LLC 0.04% Add +8.2% 23,238 $2.3M
Aptus Capital Advisors, LLC 0.02% Add +58.1% 23,237 $2.3M
Auour Investments LLC 0.66% Add +1.1% 23,146 $2.3M
L.K. Benson & Company, P.C. 0.69% Add +0.7% 23,021 $2.3M
Keeler Thomas Management LLC 0.81% Add +681.3% 23,017 $2.3M
Vernal Point Advisors, LLC 0.77% No change 23,009 $2.3M
Thompson Siegel & Walmsley LLC 0.04% Reduce -0.9% 22,989 $2.3M
Edgemoor Investment Advisors, Inc. 0.16% Add +0.5% 22,941 $2.3M
C2C Wealth Management, LLC 1.77% Reduce -2.0% 22,791 $2.3M
Ballast, Inc. 0.43% Add +0.9% 22,776 $2.3M
Keating Financial Advisory Services, Inc. 0.29% Reduce -0.1% 22,632 $2.2M
Apollon Financial, LLC 0.26% Add +4.5% 22,512 $2.2M
Rossby Financial, LCC 0.41% Add +26.0% 22,482 $2.2M
Tassel Capital Management, Inc. 1.04% New 22,414 $2.2M
Analyst IMS Investment Management Services Ltd. 0.05% New 22,381 $2.2M
Waldron Private Wealth LLC 0.08% Add +1.3% 22,343 $2.2M
Axis Wealth Partners, LLC 1.06% Reduce -3.6% 22,337 $2.2M
Proficio Capital Partners LLC 0.08% Reduce -16.1% 22,292 $2.2M
Legacy Edge Advisors, LLC 0.20% Reduce -1.3% 22,260 $2.2M
Armstrong Advisory Group, Inc. 0.13% Add +13.2% 22,249 $2.2M
First National Trust Co 0.07% Add +3.5% 22,187 $2.2M
Uhlmann Price Securities, LLC 0.08% Reduce -11.2% 22,143 $2.2M
Gallagher Fiduciary Advisors, LLC 0.07% Reduce -98.4% 22,126 $2.2M
Vident Advisory, LLC 0.02% Add +67.1% 22,108 $2.2M
Strategic Blueprint, LLC 0.11% Add +7.1% 22,080 $2.2M
First Financial Bankshares Inc 0.04% No change 22,065 $2.2M
VestGen Advisors, LLC 0.06% Add +0.1% 21,892 $2.2M
Venture Visionary Partners LLC 0.06% Add +38.7% 21,810 $2.2M
West Michigan Advisors, LLC 0.41% Add +3.7% 21,808 $2.2M
Berger Financial Group, Inc 0.11% Reduce -11.0% 21,739 $2.2M
Cherry Tree Wealth Management, LLC 0.40% Reduce -2.8% 21,570 $2.1M
United Asset Strategies, Inc. 0.15% Add +1.3% 21,514 $2.1M
Compton Financial Group, LLC 0.41% Reduce -33.9% 21,514 $2.1M
Wall Street Financial Group, Inc. 1.14% Reduce -58.2% 21,472 $2.1M
Pacific Capital Wealth Advisors, Inc. 0.32% Reduce -0.2% 21,399 $2.1M
Nations Financial Group Inc, /Ia/ 0.10% Add +8.7% 21,291 $2.1M
Strategic Wealth Partners, Ltd. 0.13% Reduce -13.5% 21,231 $2.1M
Ignite Planners, LLC 0.29% Add +14.1% 21,225 $2.1M
Riverview Trust Co 2.50% Reduce -17.9% 21,200 $2.1M
Orcam Financial Group 1.02% New 21,174 $2.1M
MW Advisory, LLC 0.84% — 21,153 $2.1M
Quadrature Capital Ltd 0.02% New 21,129 $2.1M
Retirement Planning Group, LLC 0.05% Reduce -12.3% 21,121 $2.1M
Northstar Advisory Group, LLC 0.65% Add +485.5% 21,002 $2.1M
PUREfi Wealth, LLC 1.14% Add +10.0% 20,891 $2.1M
Souders Financial Advisors 0.21% Reduce -80.5% 20,878 $2.1M
Navigation Wealth Management, Inc. 2.84% Add +4.0% 20,847 $2.1M
Foundations Investment Advisors, LLC 0.02% Reduce -3.2% 20,831 $2.1M
Strategic Financial Concepts, LLC 0.61% Reduce -47.1% 20,810 $2.1M
Narus Financial Partners, LLC 0.53% Add +0.9% 20,716 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +37.6% 20,669 $2.0M
Empirical Asset Management, LLC 0.46% Reduce -15.1% 20,544 $2.0M
Diligent Investors, LLC 0.45% Add +2.5% 20,515 $2.0M
Capital Investment Management, Inc. 0.62% Reduce -0.1% 20,474 $2.0M
IFS Group,LLC 2.78% Reduce -27.2% 20,436 $2.0M
SHUTTLEWORTH & Co 1.60% Reduce -0.8% 20,266 $2.0M
Pinnacle Associates Ltd. 0.02% Reduce -3.4% 20,245 $2.0M
Endeavor Private Wealth, Inc. 0.49% Reduce -54.5% 20,166 $2.0M
Strathmore Capital Advisors, Inc. 0.53% Add +36.7% 20,260 $2.0M
Stratos Wealth Advisors, LLC 0.11% Reduce -62.5% 19,616 $1.9M
Chris Bulman Inc 0.71% Reduce -10.6% 19,594 $1.9M
Moneywise, Inc. 0.72% Add +61.1% 19,525 $1.9M
Tenet Wealth Partners, LLC 1.43% — 19,661 $1.9M
American Investment Services, Inc. 0.40% Reduce -15.2% 19,340 $1.9M
First Washington CORP 0.47% Reduce -52.8% 19,338 $1.9M
Clear Creek Financial Management, LLC 0.12% Reduce -13.1% 19,326 $1.9M
Blueprint Investment Partners LLC 0.16% Reduce -42.2% 19,270 $1.9M
Jump Financial, LLC 0.02% New 19,208 $1.9M
Basso Capital Management, L.P. 0.47% New 19,182 $1.9M
Signal Advisors Wealth, LLC 0.10% Reduce -63.6% 19,164 $1.9M
Lazari Capital Management, Inc. 0.59% Add +0.9% 19,158 $1.9M
Olde Wealth Management, LLC 0.54% Add +7.9% 19,113 $1.9M
Bowie Capital Management, LLC 0.09% Add +5.6% 19,000 $1.9M
Apella Capital, LLC 0.03% Add +0.4% 19,037 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +14.2% 18,876 $1.9M
Ironwood Investment Counsel, LLC 0.24% Reduce -11.9% 18,785 $1.9M
MV Capital Management, Inc. 0.16% Reduce -61.6% 18,759 $1.9M
Archer Investment Management, LLC 0.63% New 18,745 $1.9M
Wealth Dimensions Group, Ltd. 0.33% Add +0.3% 18,729 $1.9M
Security Financial Services, INC. 0.26% Reduce -0.6% 18,713 $1.9M
Biondo Investment Advisors, LLC 0.23% Add +11.0% 18,686 $1.8M
R2 Capital Strategies, LLC 0.84% — 18,664 $1.8M
Moss Adams Wealth Advisors LLC 0.12% Reduce -9.9% 18,638 $1.8M
Daymark Wealth Partners, LLC 0.04% Reduce -1.8% 18,516 $1.8M
Greenup Street Wealth Management LLC 0.22% Reduce -27.4% 18,511 $1.8M
Gladstone Institutional Advisory LLC 0.06% Add +0.3% 18,478 $1.8M
Blueprint Financial Advisors LLC 0.20% Reduce -43.8% 18,446 $1.8M
Alteri Wealth LLC 0.50% Add +30.7% 18,369 $1.8M
Aprio Wealth Management, LLC 0.09% Add +4.3% 18,356 $1.8M
Halter Ferguson Financial Inc. 0.29% Add +4.2% 18,298 $1.8M
JMG Financial Group, Ltd. 0.04% Reduce -2.5% 18,236 $1.8M
Clarity Financial LLC 0.15% Reduce -0.6% 18,151 $1.8M
International Private Wealth Advisors LLC 0.92% Add +111.2% 18,144 $1.8M
Traveka Wealth, LLC 0.59% Add +11.2% 18,064 $1.8M
Bellwether Advisors, LLC 0.26% Add +1.4% 18,034 $1.8M
FSA Investment Group, LLC 0.58% Reduce -4.4% 18,018 $1.8M
MLG Wealth Management DBA Pine Grove Financial Group 0.18% Reduce -31.0% 18,013 $1.8M
Sentinel Wealth Management, Inc. 1.25% Add +8.7% 17,961 $1.8M
Global View Capital Management LLC 0.37% Add +10.5% 17,924 $1.8M
Steinberganna Wealth Management 0.72% Add +4.0% 17,870 $1.8M
RBA Wealth Management, LLC 0.65% Reduce -1.7% 17,825 $1.8M
Vawter Financial, Ltd. 0.66% Reduce -0.0% 17,818 $1.8M
Advocacy Wealth Management, LLC 0.06% Add +50.4% 17,815 $1.8M
Mainsail Financial Group, LLC 0.60% Add +6.6% 17,698 $1.8M
Net Worth Advisory Group 0.44% Reduce -19.8% 17,666 $1.7M
Independent Wealth Network Inc. 0.45% Add +39.5% 17,661 $1.7M
Beacon Financial Advisory LLC 0.34% Add +40.6% 17,632 $1.7M
WestHill Financial Advisors, Inc. 0.30% Add +0.5% 17,524 $1.7M
Vannoy Advisory Group, Inc. 0.97% Reduce -0.0% 17,382 $1.7M
COFG Advisors, LLC 0.30% New 17,372 $1.7M
Iowa State Bank 0.29% Reduce -14.9% 17,358 $1.7M
GatePass Capital, LLC 0.67% Add +1.6% 17,338 $1.7M
Meridian Wealth Management, LLC 0.05% Reduce -10.3% 17,322 $1.7M
Cahaba Wealth Management, Inc. 0.10% Reduce -25.3% 17,203 $1.7M
Bakala Capital LLC 7.45% Add +2.3% 17,184 $1.7M
McAdam, LLC 0.07% Reduce -21.4% 17,109 $1.7M
StoneX Group Inc. 0.07% Reduce -77.2% 17,076 $1.7M
Investure, LLC 0.10% Add +8.4% 16,975 $1.7M
Objective Capital Management, LLC 1.49% Add +2.1% 16,947 $1.7M
HBK Sorce Advisory LLC 0.03% Reduce -3.9% 17,046 $1.7M
Evergreen Capital Management LLC 0.03% Reduce -10.4% 16,817 $1.7M
Magnolia Capital Advisors LLC 0.28% Reduce -1.3% 16,724 $1.7M
Schiavi & Co LLC 0.44% Add +5.2% 16,637 $1.6M
Pinnacle Bancorp, Inc. 0.43% Add +0.8% 16,576 $1.6M
WealthShield Partners, LLC 0.25% Reduce -41.5% 16,570 $1.6M
Carrera Capital Advisors 0.24% Reduce -10.4% 16,526 $1.6M
Legacy Wealth Managment, LLC 0.67% Add +62.5% 16,428 $1.6M
Pacific Financial Group Inc. 0.78% Add +11.8% 16,415 $1.6M
Worth Asset Management, LLC 0.52% Add +26.4% 16,346 $1.6M
Cpwa, LLC 1.88% Add +0.3% 16,329 $1.6M
Stirlingshire Investments, Inc. 1.20% Add +16.7% 16,308 $1.6M
October Effect Ltd 1.51% Reduce -4.8% 16,244 $1.6M
Emerald Investment Advisers, LLC 0.11% Add +8.1% 16,154 $1.6M
HighPoint Advisor Group LLC 0.06% Add +0.7% 16,027 $1.6M
Waycross Partners, LLC 0.13% No change 16,000 $1.6M
Core Wealth Partners LLC 0.67% Reduce -37.8% 15,948 $1.6M
Capital Investment Advisors, LLC 0.02% Reduce -0.6% 15,898 $1.6M
Presidio Capital Management, LLC 0.39% Add +27.8% 15,871 $1.6M
Pathway Financial Advisors LLC 0.18% Add +2.4% 15,806 $1.6M
MassMutual Private Wealth & Trust, FSB 0.04% Reduce -37.3% 15,672 $1.6M
Culbertson A N & Co. Inc. 0.18% Reduce -1.4% 15,642 $1.5M
Inscription Capital, LLC 0.14% Reduce -1.0% 15,611 $1.5M
UMB Bank, n.a. 0.02% Add +8.7% 15,591 $1.5M
Sugar Maple Asset Management, LLC 0.99% Reduce -88.2% 15,540 $1.5M
Hayek Kallen Investment Management 0.47% Reduce -1.4% 15,515 $1.5M
Sandhill Capital Partners LLC 0.12% Add +55.1% 15,497 $1.5M
Fonville Wealth Management LLC 0.25% Reduce -1.2% 15,482 $1.5M
Summit Wealth Group LLC / Co. 0.13% Add +2.4% 15,420 $1.5M
Sun Financial Inc 0.72% Reduce -3.7% 15,669 $1.5M
OneAscent Financial Services LLC 0.07% Add +16.4% 15,386 $1.5M
Kohmann Bosshard Financial Services, LLC 0.13% Add +4.1% 15,289 $1.5M
TrustWell Financial Advisors, LLC 1.27% Add +3.4% 15,130 $1.5M
Shepherd Street Advisors LLC 1.30% Add +13.5% 15,067 $1.5M
Hibernia Wealth Partners, LLC 0.79% Add +6.1% 14,824 $1.5M
Sepio Capital, LP 0.07% Add +0.2% 14,785 $1.5M
Atlantic Union Bankshares Corp 0.02% Add +2.5% 14,755 $1.5M
Orgel Wealth Management, LLC 0.03% Add +26.4% 14,675 $1.5M
Capital Financial Group Inc\co\ 0.76% Reduce -46.7% 14,638 $1.4M
Intelligence Driven Advisers, LLC 0.23% Reduce -6.0% 14,606 $1.4M
Miller Financial Services LLC 1.16% Reduce -2.5% 14,525 $1.4M
HORAN Wealth, LLC 0.18% Add +25.2% 14,499 $1.4M
Clark Asset Management, LLC 0.11% New 14,470 $1.4M
Northeast Planning Associates, Inc. / NH / 1.06% New 15,443 $1.4M
Entrewealth, LLC 0.52% New 14,530 $1.4M
Dixon Mitchell Investment Counsel Inc. 0.05% Reduce -13.5% 14,277 $1.4M
Anchyra Partners LLC 0.34% Reduce -0.6% 14,243 $1.4M
ARK & TLK Investments, LLC 0.35% Add +2.4% 14,178 $1.4M
NorthLanding Financial Partners, LLC 0.97% Reduce -3.0% 14,155 $1.4M
Rather & Kittrell, Inc. 0.20% Add +3.7% 14,154 $1.4M
CCG Wealth Management, LLC 0.32% Add +20.1% 13,937 $1.4M
BIP Wealth, LLC 0.04% Add +446.5% 13,924 $1.4M
Private Wealth Group, LLC 0.53% No change 13,886 $1.4M
Legacy PCG, LLC 6.81% Reduce -0.2% 14,127 $1.4M
Orrstown Financial Services Inc. 0.20% No change 13,875 $1.4M
Perennial Investment Advisors, LLC 0.09% Add +17.9% 13,860 $1.4M
First Manhattan Co. Llc. 0.00% Add +11.0% 13,848 $1.4M
Faithward Advisors, LLC 0.17% Add +2.4% 13,840 $1.4M
PAX Financial Group, LLC 0.20% Add +39.9% 13,830 $1.4M
Fiduciary Financial Group, LLC 0.15% Add +2.1% 13,777 $1.4M
Fiduciary Financial Advisors 0.14% New 13,753 $1.4M
Americana Partners, LLC 0.03% Add +1.9% 13,727 $1.4M
BOK Financial Private Wealth, Inc. 0.07% Reduce -26.7% 13,711 $1.4M
Forza Wealth Management, LLC 0.42% No change 13,682 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Add +47.7% 13,549 $1.3M
Lavelle Capital LP 0.68% No change 13,487 $1.3M
Cane Capital Partners, LLC 0.54% Add +53.6% 13,483 $1.3M
Tennessee Valley Asset Management Partners 0.15% Add +11.7% 13,459 $1.3M
Altfest L J & Co. Inc. 0.13% Add +0.1% 13,387 $1.3M
Curi Capital, LLC 0.02% Reduce -14.0% 13,302 $1.3M
CIBC Asset Management Inc 0.00% Reduce -46.3% 13,130 $1.3M
Providence Capital Advisors, LLC 0.20% Add +1.8% 13,091 $1.3M
Alpha Financial Advisors, LLC 0.36% Add +6.1% 13,086 $1.3M
Conway Capital Management, Inc. 0.57% No change 13,044 $1.3M
Winthrop Capital Management, LLC 0.31% Reduce -4.6% 13,042 $1.3M
Phillips Wealth Planners LLC 0.95% Reduce -2.6% 13,117 $1.3M
South Plains Financial, Inc. 0.69% Add +1.6% 13,009 $1.3M
Fort Washington Investment Advisors Inc. 0.01% Add +5.8% 12,939 $1.3M
Wall Capital Group, Inc. 1.05% Reduce -26.3% 12,927 $1.3M
Ariadne Wealth Management, LP 0.56% Reduce -0.9% 12,883 $1.3M
BridgePort Financial Solutions, LLC 0.32% Add +26.6% 12,848 $1.3M
MFA Wealth Services 0.76% Add +3.2% 12,790 $1.3M
Titleist Asset Management, LLC 0.08% Add +14.4% 12,737 $1.3M
Jefferies Financial Group Inc. 0.01% Reduce -6.3% 12,685 $1.3M
LifeGoal Investments, LLC 0.57% Add +0.5% 12,654 $1.3M
FOCUS Wealth Advisors, LLC 0.58% No change 12,595 $1.2M
Harvest Investment Services, LLC 0.19% Reduce -4.1% 12,539 $1.2M
Mission Wealth Management, LP 0.02% Reduce -12.3% 12,526 $1.2M
Sage Financial Group Inc. 0.07% Add +2.3% 12,484 $1.2M
Union Savings Bank 0.49% Add +258.3% 12,419 $1.2M
Sheets Smith Wealth Management 0.12% Reduce -1.3% 12,401 $1.2M
Affinity Investment Advisors, LLC 0.62% No change 12,390 $1.2M
Alesco Advisors, LLC, An ESL Co 0.03% Reduce -9.3% 12,372 $1.2M
Sage Mountain Advisors LLC 0.07% Add +0.0% 12,326 $1.2M
Carr Financial Group Corp 0.28% Reduce -3.0% 12,238 $1.2M
Clarity Retirement & Wealth, LLC 0.83% Reduce -16.5% 12,172 $1.2M
Keebeck Wealth Management 0.12% Add +5.2% 12,156 $1.2M
Asset One Wealth Management LLC 0.13% Add +5.6% 12,207 $1.2M
TCV Trust & Wealth Management, Inc. 0.09% Add +6.6% 12,025 $1.2M
Brooks, Moore & Associates, Inc. 0.53% No change 12,000 $1.2M
Realta Investment Advisors 0.37% Reduce -3.2% 11,995 $1.2M
Compass Financial Group, Inc. (Ohio) 0.79% Reduce -19.9% 11,899 $1.2M
Garrison Point Advisors, LLC 0.48% Reduce -4.8% 11,868 $1.2M
King Wealth Management Group 0.13% Add +0.6% 11,843 $1.2M
Beacon Bridge Wealth Partners, LLC 0.33% Reduce -12.2% 11,840 $1.2M
Potomac Fund Management Inc. 0.03% Add +20.3% 11,840 $1.2M
Bluedoor Private Wealth, LLC 0.49% Reduce -0.9% 11,839 $1.2M
Ingalls & Snyder LLC 0.03% No change 11,834 $1.2M
Heritage Trust Co 0.10% Add +78.2% 11,829 $1.2M
Bison Wealth, LLC 0.11% Add +315.4% 11,860 $1.2M
CoreCap Advisors, LLC 0.03% Add +25.0% 11,801 $1.2M
Value Investment Professionals, LLC 0.97% New 11,658 $1.2M
Avondale Wealth Management 0.47% Add +0.1% 11,574 $1.1M
Invariant Investment Management 0.67% Add +8.6% 11,601 $1.1M
Balefire, LLC 0.19% Reduce -3.0% 11,523 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -1.1% 11,514 $1.1M
Matters Capital LLC 0.80% Add +0.7% 11,503 $1.1M
Gemmer Asset Management LLC 0.08% Reduce -3.9% 11,493 $1.1M
Falcon Wealth Planning 0.07% Add +345.0% 11,486 $1.1M
City Center Advisors, LLC 0.91% Reduce -1.5% 11,374 $1.1M
Milestone Asset Management, LLC 0.18% Add +25.1% 11,262 $1.1M
GWN Securities Inc. 0.19% Reduce -3.3% 11,222 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Add +97.8% 11,268 $1.1M
S Harris Financial Group, LLC 0.85% Add +3.2% 11,106 $1.1M
Lee Financial Co 0.14% Add +4.9% 11,093 $1.1M
Kampmann Melissa S. 0.83% Add +5.2% 11,053 $1.1M
Capital Investment Advisory Services, LLC 0.07% Add +308.9% 11,007 $1.1M
17 Capital Partners, LLC 0.49% Add +15.4% 10,990 $1.1M
Summit Financial Consulting LLC 0.74% Add +2.4% 10,989 $1.1M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -76.3% 10,825 $1.1M
Strategies Wealth Advisors, LLC 0.10% Reduce -5.7% 10,863 $1.1M
Badgley Phelps Wealth Managers, LLC 0.02% Add +10.3% 10,842 $1.1M
Stratos Investment Management, LLC 0.04% Add +6.2% 10,801 $1.1M
Rockbridge Investment Management, LCC 0.09% Reduce -2.2% 10,799 $1.1M
Glen Eagle Advisors, LLC 0.13% Add +65.0% 10,797 $1.1M
Advus Financial Partners, LLC 0.24% Add +12.6% 10,797 $1.1M
CDKV Holdings LLC 0.83% Reduce -2.9% 10,745 $1.1M
TruNorth Capital Management, LLC 0.17% Reduce -3.6% 10,743 $1.1M
Tsfg, LLC 0.13% Add +0.1% 10,668 $1.1M
Tme Financial, Inc. 0.65% Add +7.0% 10,653 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -97.3% 10,650 $1.1M
Fairvoy Private Wealth, LLC 0.21% Add +5.1% 10,647 $1.1M
Childress Capital Advisors, LLC 0.17% No change 10,646 $1.1M
Quest 10 Wealth Builders, Inc. 0.82% Reduce -2.2% 10,622 $1.1M
Rede Wealth, LLC 0.35% Add +3.0% 10,584 $1.0M
V2 Financial group LLC 0.39% Reduce -4.7% 10,560 $1.0M
Genesee Capital Advisors, LLC 0.33% Add +2.9% 10,536 $1.0M
Cadent Capital Advisors, LLC 0.22% Reduce -2.7% 10,515 $1.0M
Procyon Advisors, LLC 0.04% Reduce -13.0% 10,514 $1.0M
Hanover Advisors Inc. 0.37% Add +28.3% 10,471 $1.0M
Bourgeon Capital Management LLC 0.16% Reduce -15.9% 10,417 $1.0M
Turtle Creek Wealth Advisors, LLC 0.05% Reduce -22.8% 10,407 $1.0M
Yukon Wealth Management, Inc. 0.29% Reduce -8.9% 10,395 $1.0M
BTC Capital Management, Inc. 0.06% No change 10,340 $1.0M
Cidel Asset Management Inc. 0.05% Add +23.8% 10,301 $1.0M
E-Wealth Partners, LLC 0.74% Reduce -2.1% 10,293 $1.0M
Brookmont Capital Management 0.55% Reduce -7.7% 10,278 $1.0M
Performance Wealth Partners, LLC 0.03% Add +114.8% 10,262 $1.0M
Peterson Wealth Services 0.22% Add +65.2% 10,247 $1.0M
M1 Capital Management LLC 0.37% Add +7.7% 10,211 $1.0M
Boyd Wealth Management, LLC 0.38% Reduce -28.2% 10,189 $1.0M
Latitude Advisors, LLC 0.40% Add +16.1% 10,184 $1.0M
Northwest Bancshares, Inc. 0.18% Reduce -9.6% 10,151 $1.0M
Cedar Point Capital Partners, LLC 0.58% Add +3.9% 10,125 $1.0M
Successful Portfolios LLC 0.47% Add +16.2% 10,188 $999K
Steel Grove Capital Advisors, LLC 0.09% No change 10,050 $995K
Crusonia Wealth Advisors LLC 0.16% New 10,016 $991K
Avion Wealth 0.18% Add +0.0% 10,010 $990K
Fermata Advisors, LLC 0.20% Add +3.1% 9,989 $989K
Wedbush Securities Inc. 0.03% Reduce -16.7% 9,928 $983K
Third View Private Wealth, LLC 0.12% New 9,883 $978K
Connecticut Wealth Management, LLC 0.04% Reduce -1.8% 9,840 $974K
Oak Wealth Advisors LLC 0.47% Add +0.2% 9,825 $973K
XTX Topco Ltd 0.01% Reduce -52.7% 9,789 $969K
ALM First Financial Advisors, LLC 0.16% No change 9,767 $967K
Ellis Investment Partners, LLC 0.15% Reduce -6.7% 9,707 $961K
Smith Thornton Advisors LLC 0.42% Reduce -0.5% 9,822 $960K
Carnegie Investment Counsel 0.02% Reduce -8.9% 9,624 $953K
C M Bidwell & Associates Ltd. 0.39% Add +1.6% 9,586 $949K
HRC Wealth Management, LLC 0.39% Reduce -8.4% 9,552 $945K
Red Reef Advisors LLC 0.87% Add +1.2% 9,549 $945K
Sound Income Strategies, LLC 0.04% Add +11.7% 9,517 $942K
VestGen Investment Management 0.50% Add +0.7% 9,498 $940K
Sovereign Financial Group, Inc. 0.14% Reduce -5.7% 9,484 $939K
Nordwand Advisors, LLC 0.14% Add +30.6% 9,476 $938K
Activest Wealth Management 0.18% Add +1406.0% 9,473 $938K
Tolleson Wealth Management, Inc. 0.13% Reduce -0.4% 9,423 $933K
Princeton Global Asset Management LLC 0.13% Add +15.5% 9,373 $928K
Investment Advisory Group, LLC 0.20% Add +0.6% 9,355 $926K
William Howard & Co Financial Advisors Inc 0.72% No change 9,340 $924K
Hoge Financial Services, LLC 0.44% Add +1.0% 9,255 $916K
Factor Wealth Management LTD 0.14% Reduce -18.1% 9,236 $914K
HighMark Wealth Management LLC 0.31% Add +2.0% 9,230 $914K
Agf Management Ltd. 0.00% No change 9,200 $911K
Kingdom Financial Group LLC. 0.23% Reduce -9.2% 9,200 $911K
Madison Wealth Partners, Inc 0.12% Reduce -12.6% 9,151 $906K
Rinkey Investments 0.21% Add +0.4% 9,106 $901K
Capital Analysts, LLC 0.02% Reduce -87.4% 9,065 $898K
Optivise Advisory Services LLC 0.46% Add +1.4% 9,059 $897K
Petros Family Wealth, LLC 0.55% Reduce -35.1% 9,058 $897K
Orin Green Financial, LLC 0.33% Add +1.4% 9,013 $892K
Vested Financial Planning, LLC 0.60% Add +2.0% 8,982 $889K
Mma Asset Management LLC 0.28% Add +26.8% 8,892 $880K
Nomura Asset Management Co. Ltd. 0.00% No change 8,870 $878K
Tradewinds, LLC. 0.20% New 19,377 $867K
Becker Capital Management Inc. 0.02% No change 8,761 $867K
Fiera Capital Corp 0.00% Add +13.3% 8,746 $866K
Prairiewood Capital, LLC 0.22% Add +6.3% 8,720 $863K
Melfa Wealth Management, Inc. 0.46% Add +8.3% 8,711 $862K
Legacy Capital Group California, Inc. 0.26% Add +1.0% 8,694 $861K
Blue Fin Capital, Inc. 0.12% Reduce -1.3% 8,688 $860K
Fortitude Advisory Group L.L.C. 0.32% Add +1.3% 8,566 $848K
Summa Corp. 0.27% Add +21.3% 8,550 $846K
Virtue Capital Management, LLC 0.11% Reduce -3.3% 8,545 $846K
Brighton Jones LLC 0.02% Reduce -8.5% 8,449 $836K
Guardian Partners Inc. 0.08% Add +1.1% 8,441 $835K
Verus Wealth Management, LLC 0.69% Add +4.5% 8,417 $833K
Finley Financial, LLC 0.34% Reduce -5.6% 8,410 $832K
Argent Trust Co 0.02% Reduce -25.2% 8,366 $828K
Dala Group, LLC 0.68% Reduce -2.2% 8,335 $825K
Crux Wealth Advisors 0.29% Reduce -0.0% 8,330 $825K
Lodestar Private Asset Management LLC 0.07% Reduce -0.7% 8,323 $824K
Cynosure Group, LLC 0.12% Reduce -94.0% 8,315 $823K
Atlantic Family Wealth, LLC 0.52% Add +1.6% 8,253 $817K
VAUGHAN & Co SECURITIES, INC. 0.38% Add +6.3% 8,240 $816K
Ethos Financial Group, LLC 0.05% Reduce -15.6% 8,330 $813K
Veracity Capital LLC 0.22% Add +5.0% 8,142 $806K
Evergreen Advisors, LLC 0.17% No change 8,101 $802K
Vantus Wealth LLC 0.43% — 8,054 $797K
Rock Point Advisors, LLC 0.19% Reduce -0.1% 8,036 $795K
MPWM Advisory Solutions, LLC 0.36% Add +0.1% 7,981 $790K
Brady Family Wealth, LLC 0.23% No change 7,971 $789K
Triumph Capital Management 0.14% Add +6.3% 7,948 $787K
Ledyard National Bank 0.06% Add +145.7% 7,878 $780K
ABLE Financial Group, LLC 0.13% Add +4.1% 7,869 $779K
LVW Advisors, LLC 0.07% Add +33.0% 7,862 $778K
BWM Planning, LLC 0.18% No change 7,845 $776K
Bayshore Capital Advisors, LLC 0.36% No change 7,827 $775K
Weil Company, Inc. 0.14% Reduce -16.2% 7,787 $771K
Kitching Partners, LLC 0.66% Add +1.6% 7,741 $766K
Bond & Devick Financial Network, Inc. 0.19% Add +0.7% 7,717 $764K
Argyle Capital Partners, LLC 0.48% Add +265.1% 7,712 $763K
Inman Jager Wealth Management, LLC 0.41% Add +8.5% 7,704 $763K
NWK Group, Inc. 0.23% Reduce -3.4% 7,646 $757K
Stewardship Advisors, LLC 0.16% Reduce -72.8% 7,575 $750K
Outfitters Financial LLC 0.52% No change 7,561 $748K
Farrow Financial, Inc. 0.40% Add +1.8% 7,552 $747K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -16.6% 7,525 $745K
Bernardo Wealth Planning LLC 0.13% Add +18.4% 7,521 $744K
Tidemark, LLC 0.17% Add +22.1% 7,507 $743K
Advisortrust Partners, LLC 0.25% Add +10.1% 7,505 $743K
Physician Wealth Advisors, Inc. 0.09% Reduce -0.4% 7,502 $743K
Palladiem, LLC 0.72% Reduce -90.0% 7,471 $739K
Simon Quick Advisors, LLC 0.03% Reduce -0.4% 7,464 $739K
Pearl Planning LLC 0.34% Add +0.4% 7,459 $738K
GW Henssler & Associates Ltd. 0.03% No change 7,444 $737K
Skyline Advisors, Inc. 0.23% Reduce -53.3% 7,407 $733K
Y.D. More Investments Ltd 0.02% Add +12.7% 7,375 $729K
Monument Capital Management 0.15% New 7,356 $728K
Jacobi Capital Management LLC 0.04% Add +8.1% 7,327 $725K
CVFG LLC 0.08% Reduce -12.8% 7,323 $725K
EJMK Ventures LLC 0.33% Reduce -30.3% 7,272 $720K
Advisory Alpha, LLC 0.02% Reduce -23.3% 7,209 $714K
Amicus Financial Advisors, LLC 0.18% Reduce -8.9% 7,199 $713K
Mayflower Financial Advisors, LLC 0.06% Add +0.8% 7,160 $709K
Dunhill Financial, LLC 0.14% Reduce -9.2% 7,140 $707K
1015 Capital Partners, LLC 0.59% Reduce -25.4% 7,109 $704K
Wellington Shields & Co., LLC 0.16% Add +36.0% 7,090 $702K
MRP Capital Investments, LLC 0.52% Add +0.3% 7,085 $701K
Finward Bancorp 0.53% No change 7,077 $700K
Augustine Asset Management Inc. 0.14% No change 7,049 $698K
Lifeworks Advisors, LLC 0.07% Reduce -17.5% 7,018 $695K
Per Stirling Capital Management, LLC. 0.07% Reduce -35.3% 6,997 $693K
Madden Advisory Services, Inc. 0.25% Reduce -4.1% 6,994 $692K
Planned Solutions, Inc. 0.20% Add +3.2% 6,993 $692K
Evernest Financial Advisors, LLC 0.14% Reduce -1.5% 6,969 $690K
Droms Strauss Advisors Inc. /Mo/ 0.16% Add +11.9% 6,969 $690K
Obsidian Cio, LLC 0.51% Reduce -10.0% 6,922 $685K
Unify Financial Advisors 0.63% No change 6,900 $683K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -60.1% 6,874 $680K
Gladwyn Financial Advisors, Inc. 0.42% Add +5.9% 6,853 $678K
Postrock Partners LLC 0.27% No change 6,784 $671K
Farmers National Bank 0.14% Reduce -5.8% 6,720 $665K
Clearwave Capital, LLC 0.37% Reduce -28.1% 6,701 $663K
Transcendent Capital Group LLC 0.26% Add +1.9% 6,691 $662K
J.E. Simmons & Co., P.C. 0.37% No change 6,669 $660K
49 Wealth Management, LLC 0.13% New 6,664 $660K
Alongside, LLC 0.13% — 6,664 $660K
Aurdan Capital Management, LLC 0.17% No change 6,650 $658K
BKM Wealth Management, LLC 0.23% Add +11.2% 6,618 $655K
Carolina Wealth Management Inc 0.30% — 6,618 $655K
Talon Private Wealth, LLC 0.08% Add +7.5% 6,574 $651K
Berkeley Capital Partners, LLC 0.13% Add +0.9% 6,560 $649K
Victory Financial Group, LLC 0.07% Add +11.8% 6,548 $648K
IPG Investment Advisors LLC 0.09% Add +8.2% 6,540 $647K
Thrive Wealth Management, LLC 0.08% Add +0.3% 6,537 $647K
Gen-Wealth Partners Inc 0.18% Reduce -92.2% 6,532 $647K
Regimen Wealth, LLC 0.17% Reduce -3.5% 6,522 $646K
PMG Wealth Management, Inc. 0.40% No change 6,500 $643K
Sterling Group Wealth Management, LLC 0.26% Add +9.6% 6,476 $641K
Tulsa Wealth Advisors, INC 0.09% Reduce -2.0% 6,470 $640K
Cambridge Advisors Inc. 0.11% No change 6,458 $639K
Truefg, LLC 0.15% Reduce -0.2% 6,438 $637K
Cooper Financial Group 0.05% Add +70.5% 6,416 $635K
Uptick Partners, LLC 0.10% Add +51.5% 6,399 $633K
KERR FINANCIAL PLANNING Corp 0.70% Reduce -14.0% 6,381 $631K
JNBA Financial Advisors 0.05% Reduce -80.4% 6,373 $631K
Revolve Wealth Partners, LLC 0.07% Add +0.0% 6,349 $628K
Stone House Investment Management, LLC 0.08% Reduce -29.4% 6,346 $628K
Andina Capital Management, LLC 1.03% Reduce -92.0% 6,321 $626K
RW Investment Management LLC 0.05% Add +36.5% 6,311 $625K
Blue Edge Capital, LLC 0.07% Add +17.8% 6,302 $624K
Isthmus Partners, LLC 0.06% Reduce -6.0% 6,290 $623K
Gallagher Capital Advisors, LLC 0.36% Reduce -16.8% 6,264 $620K
Central Pacific Bank - Trust Division 0.07% No change 6,257 $619K
Five Oceans Advisors 0.20% Reduce -33.5% 6,238 $617K
Dover Advisors, LLC 0.25% No change 6,179 $617K
MSH Capital Advisors LLC 0.11% Reduce -2.0% 6,227 $616K
TMB Capital Partners, LLC 0.19% Reduce -2.5% 6,185 $612K
Zinnia Wealth Advisory, LLC 0.62% Reduce -0.8% 6,173 $611K
Texas Yale Capital Corp. 0.01% Add +12.8% 6,148 $609K
Maseco LLP 0.02% Add +0.1% 6,145 $608K
Pennington Partners & Co., LLC 0.19% Reduce -1.5% 6,132 $607K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 6,124 $606K
MidAtlantic Capital Management, Inc. 0.38% Add +27.9% 6,105 $604K
Shepherd Financial Partners LLC 0.05% Reduce -25.6% 6,010 $595K
Beta Wealth Group, Inc. 0.22% Reduce -1.1% 5,982 $592K
Bfsg, LLC 0.05% Add +4.2% 5,980 $592K
Crewe Advisors LLC 0.04% No change 5,973 $591K
Cornerstone Wealth Management, LLC 0.03% Add +6.2% 5,955 $589K
Huntington National Bank 0.00% No change 5,952 $589K
Uptown Financial Advisors LLC 0.43% Add +0.0% 5,914 $585K
Fidelis Capital Partners, LLC 0.03% No change 5,911 $585K
Calton & Associates, Inc. 0.09% Reduce -1.8% 5,878 $582K
Tilson Financial Group, Inc. 0.16% Add +0.0% 5,872 $581K
SWP Financial LLC 0.27% Reduce -3.5% 5,869 $581K
Axim Planning & Wealth 0.82% Reduce -8.8% 5,835 $578K
Roberts Financial Services LLC 0.17% Reduce -3.3% 5,814 $575K
Redwood Investment Management, LLC 0.06% Reduce -13.1% 5,813 $575K
Halbert Hargrove Global Advisors, LLC 0.02% Add +23.5% 5,774 $572K
Strategic Financial Services, Inc. 0.03% No change 5,765 $571K
Oak Associates Ltd. 0.03% No change 5,751 $569K
LCW Services, LLC 0.25% Add +1.7% 5,748 $569K
Farrell Financial LLC 0.31% Reduce -8.7% 5,736 $568K
Power Wealth Management LLC 0.20% Add +4.9% 5,735 $568K
Partners in Financial Planning 0.09% Add +0.3% 5,730 $567K
Planwiser Financial, LLC 0.39% Reduce -21.8% 5,721 $566K
Palumbo Wealth Management LLC 0.12% Reduce -0.4% 5,710 $565K
Asset Allocation & Management Company, LLC 0.18% No change 5,692 $563K
Acorn Wealth Advisors, LLC 0.14% Reduce -28.2% 5,678 $562K
Sharkey, Howes & Javer 0.07% Reduce -2.9% 5,662 $560K
Flputnam Investment Management Co. 0.01% Reduce -2.1% 5,623 $558K
Genesis Wealth Advisors, LLC 0.33% Reduce -9.9% 5,633 $558K
WealthCare Investment Partners, LLC 0.13% Add +18.3% 5,602 $555K
Members Wealth LLC 0.30% Reduce -16.3% 5,598 $554K
Cantor Fitzgerald Investment Advisors L.P. 0.04% Add +1.8% 5,580 $552K
William John Sempolinski 0.22% Reduce -1.6% 5,528 $547K
United Bank 0.17% Reduce -4.6% 5,528 $547K
Courier Capital LLC 0.03% No change 5,524 $547K
Guardian Wealth Advisors, LLC / NC 0.03% Add +23.6% 5,482 $543K
Wealthfront Advisers LLC 0.00% Add +16.7% 5,474 $542K
Cottage Street Advisors LLC 0.21% Add +28.6% 5,468 $541K
Haverford Trust Co 0.00% Add +33.0% 5,454 $540K
Sunpointe, LLC 0.15% New 5,450 $539K
Strengthening Families & Communities, LLC 0.12% Reduce -4.3% 5,426 $537K
Timber Creek Capital Management LLC 0.11% No change 5,410 $535K
Seascape Capital Management 0.13% No change 5,370 $532K
Central Valley Advisors, LLC 0.14% Reduce -4.2% 5,368 $531K
Lantern Wealth Advisors, LLC 0.24% Add +3.5% 5,348 $529K
Sprott Inc. 0.02% Add +0.0% 5,321 $527K
Graetz Wealth LLC 0.42% New 5,274 $522K
Choate Investment Advisors 0.01% Reduce -17.4% 5,264 $521K
Moneco Advisors, LLC 0.03% Add +31.3% 5,259 $521K
Proffitt & Goodson Inc. 0.07% Reduce -0.1% 5,248 $519K
Palisade Asset Management, LLC 0.05% No change 5,226 $517K
Attessa Capital LLC 0.23% Add +5.7% 5,206 $515K
Warner Financial, Inc. 0.15% Add +0.0% 5,194 $514K
Roger Wittlin Investment Advisory, LLC 0.40% Add +1.0% 5,163 $511K
Bogart Wealth, LLC 0.02% Reduce -1.8% 5,159 $511K
FAS Wealth Partners, Inc. 0.03% Reduce -2.5% 5,142 $509K
Foundation Wealth Management, LLC\PA 0.15% Add +44.5% 5,130 $508K
Ameraudi Asset Management, Inc. 0.23% New 5,129 $508K
Gradient Capital Advisors, LLC 0.12% Add +2.6% 5,107 $505K
Florida Financial Advisors, LLC 0.08% Add +46.4% 5,030 $498K
AssuredPartners Investment Advisors, LLC 0.05% New 5,020 $497K
Peapack Gladstone Financial Corp. 0.01% Reduce -9.4% 5,003 $495K
Hopwood Nicholas Hunter 0.14% Reduce -57.6% 4,992 $494K
Selective Wealth Management, Inc. 0.13% Reduce -2.4% 5,029 $494K
First Financial Bank - Trust Division 0.04% Add +9.8% 4,988 $494K
Clare Market Investments LLC 0.09% Reduce -12.7% 4,985 $493K
Centennial Bank 0.16% Reduce -5.8% 4,964 $491K
Larch Capital Partners LLC 0.07% Add +0.8% 4,955 $490K
BlueStem Wealth Partners, LLC 0.05% Reduce -3.2% 4,952 $490K
Balanced Rock Investment Advisors LLC 0.31% Reduce -5.0% 4,949 $490K
Hennion & Walsh Asset Management, Inc. 0.01% Add +6.6% 4,946 $490K
Chapin Davis, Inc. 0.09% Reduce -1.3% 4,941 $489K
Resurgent Financial Advisors LLC 0.14% Add +1.9% 4,937 $489K
Tailwinds Wealth, LLC 0.29% New 4,932 $488K
Promethium Advisors,llc 0.23% New 4,892 $484K
Gray Private Wealth, LLC 0.21% Add +6.5% 4,886 $484K
Shaker Investments LLC 0.17% New 4,881 $483K
Broussard Financial Group LLC 0.39% New 4,879 $483K
Glass Jacobson Investment Advisors llc 0.15% Add +81.3% 4,871 $482K
Cornerstone Planning Group LLC 0.06% Reduce -8.0% 4,935 $482K
True Link Financial Advisors, LLC 0.03% No change 4,860 $481K
Brasada Capital Management, LP 0.09% Reduce -21.6% 4,837 $479K
Capital Advisors, Ltd. LLC 0.05% Add +0.1% 4,827 $478K
Continuum Advisory, LLC 0.04% Reduce -7.0% 4,825 $478K
Vontobel Holding Ltd. 0.00% Add +7.6% 4,820 $477K
Brandywine Oak Private Wealth LLC 0.04% No change 4,817 $477K
Oath Planning, LLC 0.35% Add +8.3% 4,801 $475K
Root Financial Partners, LLC 0.02% Add +176.9% 4,796 $475K
Manufacturers Life Insurance Company, The 0.00% No change 4,763 $471K
Claro Advisors Inc. 0.05% Add +28.9% 4,715 $467K
Redhawk Wealth Advisors, Inc. 0.05% Add +68.3% 4,713 $466K
Freedom Investment Management, Inc. 0.13% Reduce -40.9% 4,683 $464K
Prudential PLC 0.00% Reduce -47.2% 4,675 $463K
Traynor Capital Management, Inc. 0.02% Reduce -14.0% 4,666 $462K
IMA Advisory Services, Inc. 0.03% Add +671.7% 4,661 $461K
Heartland Bank & Trust Co 0.10% No change 4,655 $461K
TSA Wealth Managment LLC 0.13% Add +1.0% 4,641 $459K
Legacy Capital Wealth Partners, LLC 0.09% Add +13.8% 4,632 $458K
Boston Research & Management Inc. 0.10% Reduce -3.3% 4,628 $458K
Community Bank & Trust, Waco, Texas 0.08% Add +8.9% 4,613 $457K
Weaver Consulting Group 0.09% Add +4.6% 4,610 $456K
Ridge Creek Global, Inc 0.35% No change 4,601 $455K
Presper Financial Architects, LLC 0.24% Reduce -68.5% 4,578 $453K
BG Investment Services, LLC 0.32% Reduce -3.7% 4,556 $451K
Dale Q Rice Investment Management Ltd 0.24% Reduce -3.7% 4,555 $451K
Pioneer Wealth Management Group 0.11% New 4,555 $451K
White Lighthouse Investment Management Inc. 0.06% Reduce -1.1% 4,554 $451K
Cascade Financial Partners, LLC 0.04% No change 4,552 $451K
Kestra Investment Management, LLC 0.01% New 4,545 $450K
Joel Isaacson & Co., LLC 0.01% Add +0.9% 4,543 $450K
Quadcap Wealth Management, LLC 0.04% Add +2.9% 4,487 $444K
Inspire Trust Co, N.A. 0.06% No change 4,486 $444K
Noble Family Wealth, LLC 0.08% Reduce -54.6% 4,475 $443K
Valley Financial Group, Inc. 0.22% No change 4,441 $440K
Sonata Capital Group Inc. 0.14% No change 4,423 $438K
Hilltop Partners LLC 0.11% Reduce -10.9% 4,423 $438K
Abel Hall, LLC 0.08% Reduce -1.1% 4,417 $437K
Uniting Wealth Partners, LLC 0.09% Reduce -0.6% 4,415 $437K
MBL Wealth, LLC 0.03% Reduce -1.4% 4,399 $435K
Romano Brothers and Company 0.04% Reduce -4.4% 4,373 $433K
Peak Wealth Management LLC 0.30% Add +4.5% 4,331 $429K
Burney Co./ 0.01% Add +20.2% 4,325 $428K
Callan Family Office, LLC 0.01% Add +16.6% 4,321 $428K
Insight Wealth Partners, LLC 0.06% Reduce -7.6% 4,315 $427K
Silver Oak Securities, Incorporated 0.03% Add +37.8% 4,264 $422K
Bright Futures Wealth Management, LLC. 0.27% Add +0.8% 4,260 $422K
First Command Advisory Services, Inc. 0.00% Add +961.0% 4,244 $420K
FWG Holdings, LLC 0.15% Add +0.7% 4,310 $420K
Hills Bank & Trust Co 0.02% Add +79.7% 4,216 $417K
Winthrop Advisory Group LLC 0.03% Reduce -47.1% 4,215 $417K
Barnes Dennig Private Wealth Management LLC 0.33% Add +8.6% 4,201 $416K
Life Planning Partners, Inc 0.31% Add +18.1% 4,199 $416K
Carmel Capital Partners, LLC 0.14% Reduce -59.4% 4,196 $415K
New World Advisors LLC 0.07% Add +0.2% 4,174 $413K
Werba Rubin Papier Wealth Management 0.05% New 4,173 $413K
Fourth Dimension Wealth, LLC 0.13% Add +10.7% 4,162 $412K
Hanson & Doremus Investment Management 0.04% Reduce -4.6% 4,156 $411K
Synergy Financial Group, LTD 0.30% No change 4,150 $411K
Johnson Bixby & Associates, LLC 0.05% No change 4,138 $410K
Altura Wealth Advisors Inc. 0.14% Add +9.1% 4,137 $409K
Avenir Corp. 0.05% New 4,084 $404K
Patten & Patten Inc. 0.02% Reduce -2.9% 4,082 $404K
WealthCollab, LLC 0.15% No change 4,082 $404K
Heritage Wealth Advisors 0.01% Reduce -18.8% 4,075 $403K
Missouri Trust & Investment Co 0.11% Add +39.6% 4,142 $403K
Consolidated Portfolio Review Corp 0.03% Add +14.3% 4,048 $401K
Pine Ridge Advisers LLC 0.02% Add +14.3% 4,048 $401K
Manuka Financial, LLC 0.21% Add +1.0% 4,017 $398K
Alliance Wealth Advisors, LLC 0.07% Reduce -43.1% 4,011 $397K
Vision Financial Markets LLC 0.34% No change 4,000 $396K
Torrey-Payne Wealth Management, LLC 0.33% No change 4,000 $396K
Gouws Capital LLC 0.18% No change 4,000 $396K
Ewa, LLC 0.07% New 3,999 $396K
CJM Wealth Advisers, Ltd. 0.10% Reduce -7.4% 3,996 $396K
Verus Capital Partners, LLC 0.02% Add +12.3% 3,991 $395K
German American Bancorp, Inc. 0.03% Reduce -36.7% 3,980 $394K
Advisory Resource Group 0.06% Add +56.6% 3,977 $394K
Centric Wealth Management 0.06% No change 3,987 $393K
Lewis Asset Management, LLC 0.14% Add +2.6% 3,970 $393K
Waystone Advisors LLC 0.29% Add +6.8% 3,970 $393K
One Wealth Management Investment & Advisory Services, LLC 0.41% Add +67.2% 3,968 $393K
Trust Co of the South 0.06% No change 3,958 $392K
W Advisors, LLC 0.18% Add +9.5% 3,949 $391K
North Dallas Bank & Trust Co. 0.23% Reduce -1.3% 3,940 $390K
Associated Banc-Corp 0.01% Reduce -35.9% 3,938 $390K
Brickley Wealth Management 0.06% Add +4.4% 3,934 $389K
Portus Wealth Advisors, LLC 0.32% Reduce -6.1% 3,915 $388K
Firethorn Wealth Partners, LLC 0.12% Reduce -20.3% 3,902 $386K
Coastal Bridge Advisors, LLC 0.02% Add +0.7% 3,897 $386K
First National Bank & Trust Co. of Newtown 0.08% New 3,960 $386K
Moors & Cabot, Inc. 0.01% Add +88.8% 3,894 $385K
Ssa Swiss Advisors AG 0.14% No change 3,890 $385K
Portside Wealth Group, LLC 0.04% New 3,884 $384K
Summit Financial Strategies, Inc. 0.03% Reduce -21.1% 3,868 $383K
American Trust 0.03% Reduce -1.4% 3,861 $382K
Birch Financial Group, LLC 0.20% Reduce -8.7% 3,833 $379K
Y-Intercept (Hong Kong) Ltd 0.01% New 3,829 $379K
Woodside Wealth Management LLC 0.26% Add +3.7% 3,811 $377K
HFG Wealth Management, LLC 0.38% Reduce -49.1% 3,806 $377K
HCR Wealth Advisors 0.03% No change 3,795 $376K
Advance Capital Management, Inc. 0.01% Add +0.6% 3,790 $375K
Diversified Portfolios, Inc. 0.03% Reduce -5.3% 3,779 $374K
Tudor Investment Corporation 0.00% Reduce -71.8% 3,774 $374K
XY Planning Network, Inc. 0.05% Reduce -9.5% 3,736 $370K
Krilogy Financial LLC 0.01% Reduce -0.1% 3,735 $370K
Financial Sense Advisors, Inc. 0.08% Add +0.1% 3,732 $369K
KLCM Advisors, Inc. 0.03% Add +5.3% 3,729 $369K
Cornerstone Financial Group, LLC 0.23% No change 3,724 $369K
Ssi Investment Management LLC 0.13% No change 3,720 $368K
Creative Capital Management Investments LLC 0.08% No change 3,716 $368K
Carter Financial Group, INC. 0.19% Add +5.3% 3,712 $367K
CAP Partners, LLC 0.18% Reduce -89.7% 3,698 $366K
Storgate, LLC 0.08% New 3,698 $366K
Note Advisors, LLC 0.16% Add +1.0% 3,695 $366K
Sykon Capital LLC 0.11% Add +0.1% 3,688 $365K
Sentinel Pension Advisors, LLC 0.05% Reduce -7.2% 3,717 $365K
Rothschild Investment LLC 0.01% Add +0.0% 3,687 $365K
Financial Consulate, Inc. 0.04% No change 3,683 $365K
Montag A & Associates Inc. 0.02% No change 3,679 $364K
Evolution Wealth Advisors, LLC 0.04% New 3,677 $364K
SOA Wealth Advisors, LLC. 0.06% Reduce -2.0% 3,676 $364K
Strategic Investment Solutions, Inc. 0.08% No change 3,674 $364K
4WEALTH Advisors, Inc. 0.28% Reduce -5.4% 3,642 $362K
Hohimer Wealth Management, LLC 0.04% New 3,653 $362K
Financial Management Network Inc. 0.05% Add +15.8% 3,664 $360K
Northstar Group, Inc. 0.05% No change 3,630 $359K
SIH Partners, LLLP 0.01% No change 3,620 $358K
Plum Street Advisors, LLC 0.11% Reduce -1.9% 3,611 $357K
Beacon Financial Group 0.03% Reduce -31.4% 3,609 $357K
Centaurus Financial, Inc. 0.01% Add +9.8% 3,606 $357K
Philip James Wealth Mangement, LLC 0.04% No change 3,603 $357K
Endowment Wealth Management, Inc. 0.14% Add +5.5% 3,580 $354K
Rockland Trust Co. 0.01% Reduce -58.0% 3,579 $354K
Peregrine Asset Advisers, Inc. 0.08% Reduce -0.4% 3,578 $354K
Buttonwood Financial Group, LLC 0.20% New 3,574 $354K
Waters Parkerson & Co., LLC 0.02% Reduce -1.4% 3,570 $353K
GAMMA Investing LLC 0.01% Add +993.6% 3,565 $353K
SeaCrest Wealth Management, LLC 0.04% Add +36.4% 3,557 $352K
Apeiron RIA LLC 0.09% Add +6.4% 3,556 $352K
Everhart Financial Group, Inc. 0.02% Add +3.7% 3,551 $351K
Northwest Wealth Advisors, LLC 0.20% Add +61.1% 3,528 $349K
Rockingstone Advisors LLC 0.14% No change 3,500 $346K
Symphony Financial, Ltd. Co. 0.04% Add +20.6% 3,466 $344K
Trek Financial, LLC 0.02% Reduce -98.7% 3,468 $343K
Wood Tarver Financial Group, LLC 0.08% Reduce -17.0% 3,469 $343K
Topsail Wealth Management, LLC 0.04% Add +1.0% 3,455 $342K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,449 $341K
Impact Partnership Wealth, LLC 0.03% Add +27.2% 3,446 $341K
Ascentis Wealth Management, LLC 0.06% Reduce -5.2% 3,440 $341K
Silverleafe Capital Partners, LLC 0.09% Reduce -0.1% 3,445 $341K
Brand Asset Management Group, Inc. 0.08% New 3,433 $340K
Marino, Stram & Associates LLC 0.05% Add +5.6% 3,430 $340K
Stephenson & Company, Inc. 0.16% No change 3,422 $339K
Cutler Investment Counsel LLC 0.03% Add +1.7% 3,393 $336K
Segment Wealth Management, LLC 0.02% Add +3.4% 3,392 $336K
25 LLC 0.09% No change 3,391 $336K
Karpus Management, Inc. 0.01% No change 3,385 $335K
Everstar Asset Management, LLC 0.16% New 16,597 $335K
Linden Thomas Advisory Services, LLC 0.03% Add +23.0% 3,356 $332K
KPP Advisory Services LLC 0.04% Reduce -3.6% 3,350 $332K
Rise Advisors, LLC 0.09% Add +12.3% 3,344 $331K
Financial Management Professionals, Inc. 0.03% Add +0.1% 3,336 $330K
Westshore Wealth, LLC 0.10% Reduce -1.6% 3,334 $330K
Leading Edge Financial Planning LLC 0.06% Add +45.2% 3,329 $330K
St Germain D J Co. Inc. 0.01% Add +102.9% 3,320 $329K
First Heartland Consultants, Inc. 0.02% Add +7.2% 3,312 $328K
10Elms LLP 0.15% Add +45.1% 3,302 $327K
Petix & Botte Co 0.07% Add +95.4% 3,296 $326K
Clearstead Trust, LLC 0.04% No change 3,268 $323K
Index Technologies Group LLC 0.26% New 3,264 $323K
Quantum Portfolio Management LLC 0.12% New 3,264 $323K
SHP Wealth Management 0.02% Add +112.7% 3,254 $322K
Middleton & Co. Inc. 0.03% No change 3,250 $322K
Creative Financial Designs Inc. 0.02% Add +7.8% 3,249 $322K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +21.2% 3,233 $320K
Jim Saulnier & Associates, LLC 0.13% New 3,231 $320K
Alerus Financial NA 0.01% Reduce -18.0% 3,221 $319K
Capital Asset Managemnet, LLC 0.72% Reduce -76.3% 3,220 $319K
Tempus Wealth Planning, LLC 0.06% No change 3,212 $318K
Riverbend Wealth Management, LLC 0.16% No change 3,198 $317K
Meadow Creek Wealth Advisors LLC 0.19% No change 3,168 $314K
Traub Capital Management LLC 0.28% Reduce -2.9% 3,160 $313K
21 West Wealth Management LLC 0.27% Add +1.9% 3,138 $311K
Financial Life Advisors 0.09% New 3,137 $311K
Stelac Advisory Services LLC 0.06% No change 3,136 $310K
Strategic Investment Advisors / MI 0.02% Add +4.1% 3,128 $310K
Voisard Asset Management Group, Inc. 0.06% Reduce -44.3% 3,107 $308K
Old Mission Investment Co LLC 0.06% Reduce -1.8% 3,104 $307K
RDA Financial Network 0.07% New 3,089 $306K
Pines Wealth Management, LLC 0.09% Add +13.9% 3,063 $303K
Tyche Wealth Partners LLC 0.04% Add +18.8% 3,061 $303K
Wincap Financial LLC 0.16% Reduce -2.5% 3,059 $303K
Caerus Investment Advisors, LLC 0.10% Add +20.9% 3,047 $302K
HFG Advisors, Inc. 0.19% No change 3,044 $301K
Trust Co. of Vermont 0.01% — 3,043 $301K
Lee Danner & Bass Inc. 0.02% No change 3,042 $301K
Millstone Evans Group, LLC 0.16% Reduce -0.5% 3,011 $298K
Gables Capital Management Inc. 0.11% No change 3,000 $297K
Commerce Advisors, LLC 0.16% Reduce -8.8% 2,995 $296K
Odyssey Capital Advisors, Inc. 0.21% Reduce -2.0% 2,990 $296K
Chancellor Financial Group WB LP 0.18% Reduce -4.8% 2,986 $296K
Hardin Capital Partners, LLC 0.14% Reduce -9.7% 2,971 $294K
Retiremitten Financial LLC 0.12% Reduce -15.3% 2,973 $294K
Bank Ozk 0.09% Add +18.8% 2,967 $294K
Defined Wealth Management, LLC 0.15% Reduce -33.7% 2,962 $293K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -34.5% 2,961 $293K
LightSquare Wealth Management, LLC 0.20% New 2,953 $292K
Parkshore Wealth Management, Inc. 0.08% Reduce -3.1% 2,950 $292K
Coppell Advisory Solutions LLC 0.02% New 1,217 $292K
Reyes Financial Architecture, Inc. 0.16% Reduce -68.6% 2,944 $291K
Allianz Asset Management GmbH 0.00% Reduce -10.6% 2,932 $290K
Parcion Private Wealth LLC 0.02% Reduce -1.2% 2,921 $289K
Trueblood Wealth Management, LLC 0.10% Add +14.7% 2,905 $288K
Ergawealth Advisors, Inc. 0.11% Reduce -1.2% 2,905 $288K
Noesis Capital Mangement Corp. 0.03% Add +4.2% 2,903 $287K
Castle Wealth Management LLC 0.09% New 2,902 $287K
Williams Jones Wealth Management, LLC. 0.00% No change 2,900 $287K
Everett Harris & Co. 0.00% No change 2,892 $286K
Lauer Wealth, LLC 0.20% Add +0.9% 2,920 $286K
Parr McKnight Wealth Management Group, LLC 0.03% Add +0.3% 2,889 $286K
Cypress Wealth Services, LLC 0.03% Reduce -3.3% 2,857 $283K
BNC Wealth Management, LLC 0.07% No change 2,853 $282K
FSM Wealth Advisors, LLC 0.03% Reduce -2.0% 2,849 $282K
Elite Financial, Inc. 0.11% Reduce -0.6% 2,850 $282K
Operose Advisors LLC 0.05% Add +193.5% 2,847 $282K
Anchor Capital Advisors LLC 0.01% Reduce -19.7% 2,840 $281K
Pension & Wealth Management Advisors, Inc. 0.08% Add +16.6% 2,823 $280K
Stordahl Capital Management, Inc. 0.05% Reduce -2.9% 2,818 $279K
Echo45 Advisors LLC 0.14% No change 2,815 $279K
Anchor Investment Management, LLC 0.02% Add +3.0% 2,808 $278K
Courage Miller Partners, LLC 0.07% No change 2,805 $278K
Cadinha & Co. LLC 0.04% Add +6.0% 2,804 $278K
Kiley Juergens Wealth Management, LLC 0.04% Reduce -4.7% 2,792 $276K
Benin Management CORP 0.06% No change 2,792 $276K
Phocas Financial Corp. 0.04% No change 2,791 $276K
Stonebridge Capital Advisors LLC 0.02% Reduce -0.5% 2,785 $276K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.10% Add +2.7% 2,783 $275K
Braun-Bostich & Associates Inc. 0.15% Add +0.1% 2,774 $275K
Hilltop Wealth Advisors, LLC 0.14% New 2,768 $274K
ARS Wealth Advisors Group, LLC 0.02% Add +5.9% 2,758 $273K
Quent Capital, LLC 0.02% Add +2315.8% 2,754 $273K
Financial Advisors Network, Inc. 0.03% Add +15.1% 2,749 $272K
Duncker Streett & Co. Inc. 0.05% No change 2,735 $271K
Pine Haven Investment Counsel, Inc 0.18% Reduce -20.2% 2,729 $270K
Wolff Wiese Magana LLC 0.12% Add +0.0% 2,727 $270K
Lyell Wealth Management, LP 0.02% Add +23.9% 2,720 $269K
Adirondack Capital Advisors, LLC 0.14% Add +11.0% 2,719 $269K
New Republic Capital, LLC 0.06% Add +0.9% 2,713 $269K
Schneider Downs Wealth Management Advisors, LP 0.03% New 2,691 $266K
WP Advisors, LLC 0.06% Add +1.0% 2,691 $266K
Wetzel Investment Advisors, Inc. 0.09% Reduce -12.3% 2,682 $265K
Hobbs Group Advisors, LLC 0.07% Reduce -28.3% 2,667 $264K
Howard Financial Services, LTD. 0.03% Add +0.6% 2,662 $264K
Entrust Financial LLC 0.17% Add +1.0% 2,640 $261K
Wellington Shields Capital Management, LLC 0.03% No change 2,631 $260K
Linscomb Wealth, Inc. 0.01% Reduce -95.8% 2,625 $260K
Orca Investment Management, LLC 0.19% New 2,619 $259K
Holistic Financial Partners 0.16% Reduce -1.9% 2,613 $259K
Northstar Financial Companies, Inc. 0.17% Add +0.8% 2,610 $258K
EverSource Wealth Advisors, LLC 0.01% Reduce -31.0% 2,605 $258K
Hexagon Capital Partners LLC 0.04% Add +0.0% 2,606 $258K
Thomasville National Bank 0.01% — 2,605 $258K
Prudent Man Advisors, LLC 0.06% Add +13.1% 2,598 $257K
Maltin Wealth Management, Inc. 0.09% Add +6.9% 2,595 $257K
Selby Wealth Management, LLC 0.09% Reduce -14.5% 2,586 $256K
Aft, Forsyth & Company, Inc. 0.12% Add +0.1% 2,585 $256K
Three Bearings Fiduciary Advisors, Inc. 0.23% No change 2,585 $256K
DB&C Advisors, LLC 0.28% Reduce -4.3% 2,583 $256K
Protective Life Corp. 1.83% No change 2,581 $255K
Fidelity D & D Bancorp Inc. 0.09% No change 2,571 $254K
Chilton Capital Management LLC 0.01% No change 2,570 $254K
Bravias Capital Group, LLC 0.15% Reduce -15.3% 2,566 $254K
Founders Financial Alliance, LLC 0.03% Reduce -3.5% 2,565 $254K
Icon Wealth Advisors, LLC 0.02% Add +18.2% 2,564 $254K
Syverson Strege & Co 0.06% Add +0.8% 2,562 $254K
Two West Capital Advisors LLC 0.13% Reduce -22.9% 2,583 $253K
Strategent Financial, LLC 0.15% Reduce -21.6% 2,550 $252K
McElhenny Sheffield Capital Management, LLC 0.06% Reduce -3.4% 2,545 $252K
Harbour Capital Advisors, LLC 0.05% Add +10.1% 2,560 $251K
Ballast Rock Private Wealth LLC 0.12% New 2,524 $250K
OMNI 360 Wealth, Inc. 0.11% New 2,509 $248K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Add +0.2% 2,506 $248K
TL Private Wealth 0.09% New 2,525 $248K
Landing Point Financial Group, LLC 0.08% Reduce -88.2% 2,499 $247K
Brady Martz Wealth Solutions, LLC 0.04% Add +4.7% 2,497 $247K
Boston Family Office LLC 0.01% No change 2,500 $247K
Ballentine Partners, LLC 0.00% Reduce -3.5% 2,482 $246K
Wealthgarden F.S. LLC 0.14% Add +17.9% 2,463 $244K
Allied Investment Advisors, LLC 0.03% Add +6.1% 2,449 $242K
Raab & Moskowitz Asset Management LLC 0.05% No change 2,437 $241K
West Branch Capital LLC 0.06% No change 2,430 $241K
WealthTrust Axiom LLC 0.05% No change 2,423 $240K
Brooklyn FI, LLC 0.04% New 2,451 $239K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -50.7% 2,414 $239K
Tenzing Financial LLC 0.16% New 2,418 $239K
Addison Advisors LLC 0.11% Reduce -74.5% 2,408 $238K
Aull & Monroe Investment Management Corp 0.10% Reduce -0.2% 2,404 $238K
SilverOak Wealth Management LLC 0.03% No change 2,390 $237K
Essex Bank 0.05% Reduce -0.6% 2,386 $236K
David J Yvars Group 0.12% New 2,383 $236K
Signaturefd, LLC 0.00% Reduce -63.6% 2,381 $236K
MN Wealth Advisors, LLC 0.10% Add +4.0% 2,381 $236K
Taylor & Morgan Wealth Management, LLC 0.12% Add +0.8% 2,379 $235K
Mission Creek Capital Partners, Inc. 0.04% New 2,379 $235K
Silver Oak Advisory Group, Inc. 0.09% No change 2,379 $235K
Kings Path Partners LLC 0.06% Reduce -1.8% 2,372 $235K
Aspen Capital Management, LLC 0.05% Add +4.6% 2,364 $234K
Morris Financial Concepts, Inc. 0.07% Reduce -2.1% 2,354 $233K
Cahill Financial Advisors Inc. 0.02% Add +0.3% 2,352 $233K
UNIVEST FINANCIAL Corp 0.01% New 2,331 $231K
Old Port Advisors 0.05% Reduce -2.0% 2,326 $230K
Dogwood Wealth Management LLC 0.09% Reduce -48.0% 2,325 $230K
Cassilly Financial Group LLC 0.17% No change 2,311 $229K
Heritage Oak Wealth Advisors LLC 0.07% Add +11.2% 2,302 $228K
Portfolio Resources Advisor Group, Inc. 0.19% Reduce -90.5% 2,294 $227K
Obermeyer Wealth Partners 0.01% Reduce -5.7% 2,290 $227K
Magnus Financial Group LLC 0.02% Reduce -1.0% 2,280 $226K
Fortune Financial Advisors, LLC 0.10% No change 2,271 $225K
Brookwood Investment Group LLC 0.03% Reduce -50.8% 2,270 $225K
Silverlake Wealth Management LLC 0.04% Add +4.1% 2,268 $224K
Banque Pictet & Cie SA 0.00% No change 2,261 $224K
American Financial Advisors, LLC 0.03% Add +1.7% 2,255 $223K
Daner Wealth Management, LLC 0.12% No change 2,280 $223K
Certified Advisory Corp 0.02% Reduce -0.1% 2,249 $223K
Vermillion & White Wealth Management Group, LLC 0.11% New 2,243 $222K
Xxi Wealth, LLC 0.10% New 2,240 $222K
Innovative Asset Advisors Group, LLC 0.10% No change 2,231 $221K
Vestia Personal Wealth Advisors 0.09% Add +1.4% 2,218 $220K
3EDGE Asset Management, LP 0.01% No change 2,213 $219K
Silver Oak Wealth Advisors Services, LLC 0.13% New 2,212 $219K
SageGuard Financial Group, LLC 0.03% Reduce -3.4% 2,205 $218K
Keystone Financial Group 0.01% Add +0.2% 2,199 $218K
Essex Financial Services, Inc. 0.01% Add +3.0% 2,184 $216K
Ring Mountain Capital, LLC 0.09% No change 2,165 $214K
Spreng Capital Management, Inc. 0.08% No change 2,152 $213K
ASL Financial, LLC 0.15% No change 2,149 $213K
Gradient Investments LLC 0.00% Reduce -7.9% 2,147 $213K
Annex Advisory Services, LLC 0.00% Reduce -14.1% 2,139 $212K
Invst, LLC 0.02% Add +0.4% 2,134 $211K
Keystone Wealth Services, LLC 0.04% New 2,131 $211K
Delta Financial Advisors LLC 0.05% Add +2.7% 2,131 $211K
Stevens Capital Partners 0.04% Reduce -56.7% 2,128 $211K
Hazlett, Burt & Watson, Inc. 0.06% Add +116.7% 2,126 $210K
Stonebridge Financial Group, LLC 0.03% — 2,126 $210K
New Capital Management LP 0.05% No change 2,117 $210K
CPR Investments Inc. 0.16% Reduce -72.2% 2,109 $209K
Capital Investment Counsel, Inc 0.02% No change 2,100 $208K
Essex LLC 0.03% Reduce -3.7% 2,100 $208K
Ballew Advisors, Inc 0.11% New 2,103 $207K
Diversified Management Inc. 0.04% No change 2,095 $207K
Trust Co. of Toledo NA 0.02% Add +2.9% 2,084 $206K
Pasadena Private Wealth, LLC 0.03% New 2,083 $206K
Rosenberg Matthew Hamilton 0.04% Reduce -13.9% 2,082 $206K
Elevation Wealth Management LLC 0.15% Reduce -52.6% 2,073 $205K
Wealth Architects, LLC 0.02% Add +0.6% 2,072 $205K
Naviter Wealth, LLC 0.02% New 2,070 $205K
Key Financial Inc 0.03% Reduce -35.1% 2,069 $205K
Towneley Capital Management, Inc / DE 0.04% No change 2,066 $204K
LaSalle St. Investment Advisors, LLC 0.03% Add +0.5% 2,065 $204K
Blake Schutter Theil Wealth Advisors, LLC 0.14% New 2,063 $204K
Cape Cod Five Cents Savings Bank 0.02% — 2,061 $204K
Beacon Capital Management, LLC 0.03% Reduce -63.1% 2,054 $203K
Nicholas Wealth, LLC. 0.11% New 2,052 $203K
Benchmark Financial, LLC 0.17% Reduce -5.0% 2,052 $203K
Penney Financial, LLC 0.07% Reduce -95.5% 2,049 $203K
OneAscent Wealth Management LLC 0.06% Reduce -5.8% 2,048 $203K
Crescent Grove Advisors, LLC 0.02% Add +0.5% 2,047 $203K
Signature Estate & Investment Advisors LLC 0.00% Reduce -19.3% 2,041 $202K
Oakworth Capital, Inc. 0.01% Add +26.1% 2,042 $202K
Allegheny Financial Group 0.02% Add +0.8% 2,032 $201K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.04% No change 2,028 $201K
Keener Financial Planning LLC 0.07% No change 2,028 $200K
Richards, Merrill & Peterson, Inc. 0.06% No change 1,993 $197K
Vanguard Advisers Inc. 0.00% Add +27.3% 1,990 $197K
Motco 0.02% Reduce -21.6% 1,988 $197K
Point Nemo Capital, LLC 0.10% New 1,979 $196K
FWL Investment Management, LLC 0.04% No change 1,963 $194K
Winch Advisory Services, LLC 0.04% Add +120.7% 1,907 $189K
Cape Investment Advisory, Inc. 0.05% Reduce -41.9% 1,889 $187K
Synergy Investment Management, LLC 0.04% Reduce -0.2% 1,834 $182K
Evolution Wealth Management Inc. 0.11% Add +86.9% 1,826 $181K
Independence Bank of Kentucky 0.02% Reduce -24.2% 1,796 $178K
Salomon & Ludwin, LLC 0.01% No change 1,800 $177K
Rice Partnership, LLC 0.02% No change 1,769 $175K
CNB Bank 0.07% Add +12.2% 1,766 $175K
Matrix Private Capital Group LLC 0.08% No change 1,744 $173K
Midwest Capital Advisors, LLC 0.07% Reduce -13.3% 1,741 $172K
Delta Asset Management LLC 0.01% Reduce -11.1% 1,725 $171K
CrossGen Wealth, LLC 0.13% Reduce -2.1% 1,709 $169K
Centerpoint Advisors, LLC 0.05% No change 1,701 $168K
Rossmore Private Capital 0.01% Reduce -27.4% 1,692 $167K
Crews Bank & Trust 0.02% Add +7.8% 1,688 $167K
BankChampaign, National Association 0.13% No change 1,679 $166K
Compass Financial Management LLC 0.02% — 1,647 $162K
Bank of New Hampshire 0.03% Reduce -1.8% 1,625 $161K
Angeles Wealth Management, LLC 0.01% Add +5.5% 1,597 $158K
HHM Wealth Advisors, LLC 0.02% Reduce -1.3% 1,574 $156K
Ameriflex Group, Inc. 0.06% Reduce -2.5% 1,514 $150K
Joseph Group Capital Management 0.03% Add +33.8% 1,507 $149K
Flagship Wealth Advisors, LLC 0.03% No change 1,496 $148K
Friedenthal Financial 0.07% Reduce -6.4% 1,452 $144K
Walsh & Associates, LLC 0.12% Add +105.4% 1,444 $143K
First Financial Corp. 0.05% No change 1,436 $142K
Bayban 0.11% No change 1,426 $141K
Oxford Financial Group, LTD. LLC 0.01% Add +23.6% 1,368 $135K
Valley Wealth Managers, Inc. 0.01% Add +13.5% 1,359 $134K
Pioneer Family Office, LLC 0.07% New 1,309 $130K
Indiana Trust & Investment Management Co 0.04% Add +3.0% 1,297 $128K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,290 $128K
Pacifica Partners Inc. 0.04% Reduce -35.9% 1,289 $127K
Acropolis Investment Management, LLC 0.01% Reduce -51.9% 1,274 $126K
Integrity Financial Corp 0.06% No change 1,267 $125K
Caldwell Sutter Capital, Inc. 0.05% Reduce -11.8% 1,261 $125K
N.E.W. Advisory Services LLC 0.01% Add +1.0% 1,204 $119K
Pinney & Scofield, Inc. 0.06% No change 1,192 $118K
Richardson Capital Management LLC 0.05% Reduce -29.4% 1,187 $117K
Banque Cantonale Vaudoise 0.00% No change 1,100 $109K
Nemes Rush Group LLC 0.01% Add +4.5% 1,091 $108K
Consultiva Wealth Management, Corp. 0.24% Add +242.3% 1,085 $107K
Pflug Koory, LLC 0.04% Add +2.5% 1,053 $104K
Archer Investment Corp 0.02% Add +4.8% 1,047 $104K
Smallwood Wealth Investment Management, LLC 0.04% No change 1,038 $103K
Cranbrook Wealth Management, LLC 0.02% No change 1,035 $102K
Breakwater Investment Management 0.03% No change 1,033 $102K
Darwin Wealth Management, LLC 0.03% Reduce -2.4% 1,032 $102K
SkyView Investment Advisors, LLC 0.08% New 1,000 $99K
Mechanics Financial Corp 0.04% No change 1,000 $99K
Institute for Wealth Management, LLC. 0.01% New 1,000 $99K
Rialto Wealth Management, LLC 0.02% Reduce -7.4% 992 $98K
Beaird Harris Wealth Management, LLC 0.01% No change 988 $98K
Biltmore Family Office, LLC 0.01% Reduce -4.9% 973 $96K
Bangor Savings Bank 0.01% No change 960 $95K
Ares Financial Consulting, LLC 0.07% No change 945 $94K
Planning Strategies Inc. 0.06% — 945 $94K
Eastern Bank 0.00% Reduce -8.1% 934 $92K
Granite FO LLC 0.05% No change 903 $89K
Evolution Advisers, Inc. 0.03% Add +50.0% 900 $89K
Medallion Wealth Advisors, LLC 0.03% Reduce -3.0% 899 $89K
Highline Wealth Partners LLC 0.02% Reduce -0.1% 896 $89K
Howe & Rusling Inc. 0.00% Reduce -63.3% 805 $80K
Tradewinds Capital Management, LLC 0.01% No change 805 $80K
Beacon Financial Strategies CORP 0.04% New 793 $78K
Kozak & Associates, Inc. 0.01% Reduce -0.1% 787 $78K
Dorato Capital Management 0.05% No change 748 $73K
Tucker Asset Management LLC 0.02% Reduce -30.6% 740 $73K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +0.1% 736 $73K
Cardiff Park Advisors, LLC 0.01% Reduce -57.0% 730 $72K
Toth Financial Advisory Corp. 0.01% Reduce -3.7% 729 $72K
Virginia Estate & Retirement Planning Advisors Inc. 0.08% Add +954.8% 443 $70K
Strategic Wealth Advisors LLC 0.06% Reduce -7.9% 710 $70K
Forum Finance Group S.A. 0.03% No change 880 $70K
Parkside Financial Bank & Trust 0.00% Reduce -11.6% 707 $70K
Avalon Trust Co 0.00% No change 700 $69K
Basepoint Wealth LLC 0.04% Add +12.6% 690 $68K
Brown, Lisle/Cummings, Inc. 0.01% No change 650 $64K
Meramec Financial Planners, LLC 0.02% Add +137.1% 645 $63K
Vanguard National Trust Co 0.00% No change 618 $61K
Caitlin John, LLC 0.03% No change 613 $61K
Asset Dedication, LLC 0.00% Reduce -53.8% 559 $55K
Piscataqua Savings Bank 0.04% New 551 $55K
Navigoe, LLC 0.03% No change 542 $53K
Comprehensive Financial Planning, Inc. 0.03% Reduce -29.9% 504 $50K
Prestige Wealth Management Group LLC 0.01% Add +3450.0% 497 $49K
Manning & Napier Advisors LLC 0.00% No change 473 $47K
Hilltop National Bank 0.01% Add +114.1% 471 $47K
Financial Perspectives, Inc 0.01% Add +154.4% 458 $45K
Frazier Financial Advisors, LLC 0.02% No change 451 $45K
Covestor Ltd 0.02% Add +9.2% 439 $43K
Signature Equity Partners, LLC 0.02% No change 413 $41K
Elevate Wealth Advisory, Inc. 0.02% Add +26.4% 412 $41K
AlphaCore Capital LLC 0.00% Add +24.9% 406 $40K
ESL Trust Services, LLC 0.01% Reduce -12.1% 369 $37K
Nepc LLC 0.00% New 362 $36K
Investors Research Corp 0.01% Add +73.4% 352 $35K
Networth Advisors, LLC 0.02% Reduce -65.5% 351 $35K
Boreal Capital Management LLC 0.03% New 340 $34K
Steph & Co. 0.01% No change 340 $34K
Roble, Belko & Company, Inc 0.00% No change 334 $33K
Copia Wealth Management 0.02% No change 331 $33K
Manchester Capital Management LLC 0.00% Add +6.5% 330 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 325 $32K
JCIC Asset Management Inc. 0.01% No change 315 $31K
Concord Wealth Partners 0.00% New 315 $31K
Main Street Group, LTD 0.01% No change 304 $30K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 302 $30K
Punch & Associates Investment Management, Inc. 0.00% No change 300 $30K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +60.8% 299 $30K
Bear Mountain Capital, Inc. 0.01% Reduce -4.8% 299 $29K
Wiser Advisor Group LLC 0.03% Add +1.0% 296 $29K
McGuire Capital Advisors Inc. 0.01% No change 276 $27K
Regatta Research & Money Management 0.03% — 275 $27K
Atlatl Advisers LLC 0.01% New 272 $27K
Vima LLC 0.03% — 268 $27K
HFM Investment Advisors, LLC 0.01% Reduce -2.9% 266 $26K
City Holding Co. 0.00% Reduce -76.0% 260 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 253 $25K
SRH Advisors, LLC 0.01% No change 250 $25K
Vermillion Wealth Management, Inc. 0.01% Add +0.4% 240 $24K
Hurley Capital, LLC 0.01% Add +0.4% 240 $24K
Bullock Wealth Management Group 0.01% Add +4.0% 235 $23K
Nvest Wealth Strategies, Inc. 0.01% No change 226 $22K
SJS Investment Consulting Inc. 0.00% No change 226 $22K
Blueline Advisors LLC 0.02% Reduce -6.3% 222 $22K
Cassaday & Co Wealth Management LLC 0.00% Reduce -77.0% 222 $22K
Citizens National Bank Trust Department 0.00% No change 220 $22K
Key Capital Management, INC 0.01% Reduce -41.1% 216 $21K
Tompkins Financial Corp. 0.00% No change 204 $20K
Logan Capital Management Inc. 0.00% — 202 $20K
Founders Capital Management 0.01% No change 200 $20K
Southern Michigan Bank & Trust 0.01% No change 200 $20K
Gill Capital Partners, LLC 0.01% New 200 $20K
one8zero8, LLC 0.00% No change 200 $20K
LFA - Lugano Financial Advisors SA 0.01% New 199 $20K
Markowski Investments 0.00% — 196 $19K
LRI Investments, LLC 0.00% Add +10.8% 195 $19K
Oakmont Advisory Group, LLC 0.02% New 195 $19K
Kentucky Trust Co 0.01% No change 194 $19K
Aventura Private Wealth, LLC 0.01% No change 186 $18K
Ascentis Independent Advisors 0.04% Reduce -99.9% 169 $17K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 162 $16K
Legacy Bridge, LLC 0.00% No change 158 $16K
Barrett & Company, Inc. 0.00% No change 153 $15K
Lloyd Advisory Services, LLC. 0.01% Reduce -98.5% 152 $15K
American Capital Advisory, LLC 0.01% Reduce -67.8% 146 $14K
Chesapeake Asset Management LLC 0.01% Reduce -61.6% 141 $14K
Sterling Capital Management LLC 0.00% No change 141 $14K
Principia Wealth Advisory, LLC 0.01% Reduce -94.5% 134 $13K
Harbor Investment Advisory, LLC 0.00% Add +45.6% 131 $13K
Arvest Investments, Inc. 0.00% Add +22.1% 127 $13K
Nova Wealth Management, Inc. 0.01% No change 126 $12K
Hamilton Point Investment Advisors, LLC 0.00% New 125 $12K
Tanglewood Legacy Advisors, LLC 0.00% Reduce -39.1% 123 $12K
Pacific Center for Financial Services 0.00% Reduce -30.5% 114 $11K
Downshift Financial, LLC 0.00% New 102 $10K
Hyposwiss Advisors SA 0.01% No change 100 $10K
MTM Investment Management, LLC 0.00% Reduce -28.6% 100 $10K
State of Wyoming 0.00% No change 100 $10K
Hilton Head Capital Partners, LLC 0.00% Reduce -54.7% 92 $9K
Birchwood Financial Partners, Inc. 0.01% No change 89 $9K
True Wealth Design, LLC 0.00% No change 89 $9K
Washington Trust Advisors, Inc. 0.00% No change 89 $9K
Pillar Financial Advisors, LLC 0.00% No change 87 $9K
Gleason Group, Inc. 0.00% New 87 $9K
Paladin Advisory Group, LLC 0.01% No change 84 $8K
NBH Bank 0.00% — 84 $8K
Lodestone Wealth Management LLC 0.00% No change 83 $8K
Quaker Wealth Management, LLC 0.00% Add +2.5% 82 $8K
YANKCOM Partnership 0.00% No change 78 $8K
Wells Financial Advisors INC 0.07% Reduce -49.3% 72 $7K
Global Trust Asset Management, LLC 0.00% Reduce -86.8% 72 $7K
Townsend Asset Management Corp. /NC/ 0.00% No change 70 $7K
Ironwood Wealth Management, LLC. 0.00% Reduce -48.7% 60 $6K
Valley National Advisers Inc. 0.00% Reduce -77.2% 59 $6K
Versant Capital Management, Inc 0.00% No change 59 $6K
Elevated Capital Advisors, LLC 0.00% No change 58 $6K
Fortis Group Advisors, LLC 0.00% Reduce -97.5% 54 $5K
New England Asset Management Inc. 0.00% New 50 $5K
Rakuten Securities, Inc. 0.00% Add +17.5% 47 $5K
Barclays PLC 0.00% Reduce -2.4% 41 $4K
Ogorek Anthony Joseph /NY/ 0.00% New 48 $4K
Coston, McIsaac & Partners 0.00% No change 45 $4K
EPG Wealth Management LLC 0.00% No change 40 $4K
Sankala Group LLC 0.00% No change 36 $4K
REAP Financial Group, LLC 0.00% New 34 $3K
Boyd Watterson Asset Management LLC 0.00% No change 30 $3K
First Pacific Financial 0.00% Add +3.6% 29 $3K
Strategic Advocates LLC 0.01% Add +366.7% 28 $3K
Front Row Advisors LLC 0.00% No change 27 $3K
Timbuktu Capital Management, LLC 0.00% — 26 $3K
Gould Capital, LLC 0.00% No change 25 $2K
Dynamic Wealth Strategies, LLC 0.00% No change 25 $2K
Burk Holdings LLC 0.00% New 25 $2K
Adkins Seale Capital Management LLC 0.00% No change 22 $2K
WPG Advisers, LLC 0.00% No change 19 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 19 $2K
1 North Wealth Services LLC 0.00% No change 18 $2K
Glassman Wealth Services 0.00% No change 16 $2K
Core Capital Management & Research, inc. 0.00% — 15 $1K
Virtus Advisers, LLC 0.00% New 13 $1K
Napier Financial, LLC 0.00% New 13 $1K
Sunrise Financial Services, LLC 0.00% No change 12 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $1K
GE Investment Management Corp. 0.00% No change 10 $990
Atwood & Palmer Inc. 0.00% No change 10 $990
Noble Wealth Management PBC 0.00% No change 8 $792
Financial Gravity Companies, Inc. 0.00% — 7 $693
LM Advisors LLC 0.00% Add +913.6% 4,186 $415
Kilter Group LLC 0.00% Add +100.0% 4 $396
Longview Financial Advisors LLC 0.00% No change 3 $297
Abound Financial, LLC 0.00% No change 2 $198
Hoey Investments, Inc. 0.00% No change 1 $81

"% 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.