iShares Core MSCI EmergingIEMGETF

13F holders, Q3 2024 (September 30)
1,735holders +30
97new positions
79sold out
7famous investors
$58.28avg. 13F price*

At the end of Q3 2024, 1,735 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 30 from Q2 2024. 97 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($9.4B), Morgan Stanley ($4.4B) and Creative Planning ($4.0B). 7 famous investors held it, including Ray Dalio (5.8% of Bridgewater Associates's portfolio), Joel Greenblatt (0.5% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares Core MSCI Emerging
CUSIP
46434G103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,654Q1 2024Q2 2024: 1,705Q2 2024Q3 2024: 1,735Q3 2024Q4 2024: 1,841Q4 2024Q1 2025: 1,852Q1 2025Q2 2025: 1,910Q2 2025Q3 2025: 1,976Q3 2025Q4 2025: 2,230Q4 2025Q1 2026: 2,308Q1 2026Q2 2026: 2,417Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions97$167.9M
Exits79$59.6M

All 13F filers, Q2 2024 → Q3 2024: 58,083,458 shares bought and 49,003,483 shares sold, net +9,079,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,735 holders

Bank of America Corp. 0.82% Add +11.6% 163,348,994 $9.4B
Morgan Stanley 0.32% Add +0.9% 77,187,452 $4.4B
Creative Planning 4.00% Add +0.1% 70,336,905 $4.0B
Wells Fargo & Company 0.65% Reduce -0.6% 46,276,708 $2.7B
Tiaa Trust, National Association 7.33% Add +4.4% 42,836,064 $2.5B
Goldman Sachs Group Inc. 0.42% Reduce -6.5% 38,066,225 $2.2B
Wealthfront Advisers LLC 6.69% Add +2.3% 37,914,408 $2.2B
JPMorgan Chase & Co. 0.15% Add +6.5% 33,254,649 $1.9B
BlackRock, Inc. 0.04% — 31,898,268 $1.8B
Envestnet Asset Management Inc. 0.47% Reduce -22.6% 25,604,861 $1.5B
US Bancorp \de 1.82% Add +1.1% 24,739,038 $1.4B
LPL Financial LLC 0.58% Reduce -3.8% 22,757,447 $1.3B
Wit, LLC 30.75% — 19,254 $1.1B
Bridgewater Associates 5.78% Reduce -4.7% 17,779,378 $1.0B
Northwestern Mutual Wealth Management Co. 0.85% Add +1.8% 16,722,297 $960.0M
FMR LLC 0.06% Add +4.0% 15,942,028 $915.2M
UBS Group AG 0.25% Reduce -0.8% 15,726,929 $902.9M
Charles Schwab Investment Management Inc. 0.17% Reduce -2.0% 15,691,026 $900.8M
Raymond James & Associates 0.52% Reduce -0.7% 14,934,000 $857.4M
PNC Financial Services Group, Inc. 0.42% Add +2.7% 11,526,615 $661.7M
M&T Bank Corp 2.07% Reduce -4.0% 10,981,849 $630.5M
Jane Street Group, LLC 1.02% Reduce -40.5% 10,955,083 $628.9M
Envestnet Portfolio Solutions, Inc. 1.73% Reduce -11.7% 9,259,934 $531.6M
Bank of Montreal 0.24% Add +2.6% 8,633,091 $502.6M
Assetmark, Inc. 1.43% Reduce -0.1% 8,711,687 $500.1M
Betterment LLC 1.19% Reduce -4.4% 8,656,001 $496.9M
Old Mission Capital LLC 10.83% Add +102.9% 8,594,529 $493.4M
Sei Investments Co. 0.63% Add +51.0% 8,408,733 $482.7M
Alliancebernstein L.P. 0.16% Reduce -1.5% 8,160,395 $468.5M
Retirement Systems of Alabama 1.63% No change 7,584,431 $435.4M
Invesco Ltd. 0.08% Add +11895.4% 7,266,234 $417.2M
Citigroup Inc. 0.37% Add +3.2% 6,959,356 $399.5M
Asset Management One Co., Ltd. 1.39% Reduce -6.5% 6,816,086 $391.3M
Jordan Park Group LLC 26.04% Add +8.6% 6,653,232 $382.0M
State Street Corp. 0.01% Add +7.1% 6,424,115 $368.8M
Captrust Financial Advisors 1.03% Add +8.5% 6,017,769 $345.5M
Bank of New York Mellon Corp 0.06% Reduce -6.3% 5,900,427 $338.7M
Mariner, LLC 0.60% Add +5.0% 5,852,870 $336.1M
Moneta Group Investment Advisors LLC 4.46% Add +2.6% 5,350,147 $307.2M
Royal Bank of Canada 0.07% Reduce -5.3% 5,135,367 $294.8M
Victory Capital Management Inc. 0.27% Reduce -18.3% 4,846,304 $278.2M
Municipal Employees' Retirement System of Michigan 3.61% No change 4,773,111 $274.0M
Ballentine Partners, LLC 4.11% Reduce -1.9% 4,184,136 $240.2M
National Bank of Canada 0.32% Reduce -0.5% 4,168,974 $239.3M
HighTower Advisors, LLC 0.34% Add +11.4% 3,961,246 $227.4M
Cerity Partners LLC 0.48% Add +2.6% 3,776,566 $216.8M
Members Trust Co 6.82% Reduce -9.0% 3,665,267 $210.4M
Partners Capital Investment Group, LLP 3.30% Add +6.6% 3,596,516 $206.5M
Stifel Financial Corp. 0.21% Add +0.5% 3,517,451 $201.9M
United Services Automobile Association 5.15% Reduce -20.9% 3,517,395 $201.9M
Mirae Asset Global Investments Co., Ltd. 0.88% Add +5.1% 3,403,421 $198.1M
Haverford Trust Co 1.86% Reduce -1.2% 3,331,137 $191.2M
Corient Private Wealth LP 0.30% Add +6.7% 3,355,015 $188.2M
Franklin Resources Inc. 0.05% Reduce -1.4% 3,226,641 $186.0M
Elo Mutual Pension Insurance Co 3.93% Reduce -12.1% 3,198,200 $183.6M
Stairway Partners, LLC 11.58% Add +19.4% 3,146,653 $180.6M
Nuveen Asset Management, LLC 0.05% Add +2.3% 3,128,137 $179.6M
Matson Money. Inc. 6.15% Reduce -0.3% 3,098,901 $179.2M
Susquehanna International Group, LLP 0.28% Add +5.7% 2,841,951 $163.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.30% Add +1.8% 2,766,041 $158.8M
Cetera Investment Advisers 0.35% Reduce -12.7% 2,765,439 $158.8M
Valeo Financial Advisors, LLC 4.40% Reduce -1.6% 2,679,893 $153.9M
Blue Trust, Inc. 1.96% Reduce -1.4% 2,812,968 $150.6M
Nationwide Fund Advisors 11.77% Reduce -48.7% 2,597,228 $149.1M
Alesco Advisors, LLC, An ESL Co 4.56% Add +0.1% 2,569,113 $147.5M
Keybank National Association 0.55% Reduce -4.2% 2,494,683 $143.2M
Osaic Holdings, Inc. 0.32% Add +1.5% 2,466,719 $141.7M
Elm Partners Management LLC 10.08% Add +19.7% 2,456,470 $141.0M
United Capital Financial Advisors, LLC 1.13% Reduce -9.9% 2,391,455 $137.3M
Ameriprise Financial Inc. 0.03% Reduce -6.7% 2,348,746 $134.8M
Mill Creek Capital Advisors, LLC 3.09% Add +1.6% 2,231,539 $128.1M
Hirtle & Co., LLC 6.01% Add +8.1% 2,210,736 $126.9M
Halbert Hargrove Global Advisors, LLC 6.90% Add +0.4% 2,170,348 $124.6M
Deutsche Bank AG 0.05% Add +2.0% 2,120,990 $121.8M
Manufacturers Life Insurance Company, The 0.11% Add +5.8% 2,116,998 $121.5M
MML Investors Services, LLC 0.44% Reduce -18.0% 2,097,741 $120.4M
Raymond James Financial Services Advisors, Inc. 0.16% Reduce -5.5% 2,093,978 $120.2M
Federation des caisses Desjardins du Quebec 0.59% Add +13.3% 2,088,591 $119.9M
Baird Financial Group, Inc. 0.23% Add +1.5% 2,046,473 $117.5M
First Citizens Bank & Trust Co. 2.57% Reduce -7.2% 2,040,116 $117.1M
Factory Mutual Insurance Co. 1.16% No change 1,950,000 $111.9M
Lockheed Martin Investment Management Co. 5.18% Reduce -1.0% 1,947,500 $111.8M
Commonwealth Equity Services, LLC 0.17% Reduce -0.8% 1,925,306 $110.5M
J. Safra Sarasin Holding AG 1.88% Reduce -5.4% 1,885,127 $108.2M
Quotient Wealth Partners, LLC 3.55% Add +3.0% 1,882,312 $108.1M
Avantax Advisory Services, Inc. 0.71% Reduce -1.5% 1,876,734 $107.7M
Lincoln National Corp. 3.45% Reduce -1.7% 1,876,134 $107.7M
University of Pittsburgh - Of the Commonwealth System of Higher Education 99.75% No change 1,837,281 $105.5M
1832 Asset Management L.P. 0.17% Add +16.8% 1,816,228 $104.3M
Financiere des Professionnels - Fonds d'investissement inc. 6.83% Reduce -1.1% 1,740,448 $99.9M
Focus Partners Wealth 0.31% Add +196.3% 1,677,732 $96.3M
Cwm, LLC 0.41% Reduce -17.0% 1,651,041 $94.8M
Wealthspire Advisors, LLC 0.95% Add +2.6% 1,628,379 $93.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.63% Reduce -0.6% 1,625,618 $93.3M
Principal Financial Group Inc. 0.05% Add +4.2% 1,585,840 $91.0M
Citizens Financial Group Inc. 1.80% Add +2.7% 1,561,223 $89.6M
Nepc LLC 2.68% No change 1,546,393 $88.8M
Wharton Business Group, LLC 3.85% Add +0.0% 1,492,179 $85.7M
State of Wisconsin Investment Board 0.21% Add +0.8% 1,486,300 $85.3M
MAI Capital Management 0.81% Reduce -0.1% 1,480,588 $85.0M
Fifth Third Bancorp 0.29% Reduce -0.3% 1,408,675 $80.9M
Wealth Enhancement Advisory Services, LLC 0.17% Reduce -1.1% 1,385,317 $79.5M
Pathstone Holdings, LLC 0.35% Reduce -1.8% 1,348,937 $77.4M
Neuberger Berman Group LLC 0.06% Add +0.1% 1,325,872 $76.1M
Modera Wealth Management, LLC 0.96% Reduce -0.4% 1,315,031 $75.5M
Bessemer Group Inc. 0.12% Add +10.2% 1,297,503 $74.5M
SigFig Wealth Management, LLC 2.69% Reduce -2.6% 1,279,338 $74.1M
Alaska Permanent Capital Management, LLC 5.69% Add +0.5% 1,248,928 $71.9M
MCF Advisors LLC 4.99% Add +1.8% 1,240,107 $71.2M
Destination Wealth Management 2.21% Add +3.1% 1,239,020 $71.1M
Comerica Bank 0.28% Add +0.2% 1,235,348 $70.9M
Passaic Partners LLC 10.58% Reduce -13.4% 1,231,800 $70.7M
Janney Montgomery Scott LLC 0.20% Reduce -25.7% 1,226,704 $70.4M
Full Sail Capital, LLC 4.40% Add +1.5% 1,195,442 $68.6M
First Hawaiian Bank 2.12% Add +2.0% 1,150,644 $66.1M
Retirement Investment Advisors, Inc. 7.20% Add +6.4% 1,147,306 $65.9M
Nisa Investment Advisors, LLC 0.38% No change 1,126,893 $64.7M
Park Avenue Securities LLC 0.72% Reduce -44.1% 1,122,870 $64.5M
Truist Financial Corp. 0.10% Reduce -25.3% 1,118,562 $64.2M
Fusion Family Wealth, LLC 5.85% Add +2.8% 1,106,619 $63.5M
Greenleaf Trust 0.56% Add +5.3% 1,093,044 $62.8M
Sanctuary Advisors, LLC 0.39% Add +13.6% 1,130,848 $61.3M
Adventist Health System/ West 9.43% No change 1,067,519 $61.3M
Cresset Asset Management, LLC 0.24% Reduce -9.4% 1,054,758 $60.6M
CI Investments Inc. 0.22% Reduce -56.8% 1,000,196 $57.4M
Whittier Trust Co. of Nevada Inc. 1.48% Add +3.2% 999,883 $57.4M
Aspiriant, LLC 2.14% Reduce -0.2% 982,853 $56.4M
Robertson Stephens Wealth Management, LLC 2.03% Add +61.7% 961,273 $55.2M
Choreo, LLC 0.80% Add +2.5% 943,354 $54.5M
Capital Analysts, LLC 2.19% Add +20.8% 936,587 $53.8M
Stratos Wealth Partners, LTD. 0.78% Add +1.3% 926,990 $53.2M
Thrivent Financial for Lutherans 0.10% Add +1.4% 921,681 $52.9M
Midland Wealth Advisors, LLC 3.09% Add +5.2% 917,813 $52.7M
GenTrust, LLC 2.56% Reduce -4.1% 911,355 $52.3M
Meeder Advisory Services, Inc. 3.38% Add +5.4% 909,209 $52.2M
Brown Advisory Inc. 0.07% Add +0.8% 909,102 $52.2M
Clarius Group, LLC 3.65% Reduce -6.8% 907,113 $52.1M
Cliftonlarsonallen Wealth Advisors, LLC 1.18% Add +0.3% 891,996 $51.2M
Whittier Trust Co. 0.67% Add +2.5% 869,564 $49.9M
AE Wealth Management LLC 0.45% Reduce -0.2% 858,872 $49.3M
Heritage Wealth Advisors 2.24% Add +0.7% 830,667 $47.7M
Allspring Global Investments Holdings, LLC 0.07% Reduce -8.8% 818,370 $47.0M
Regions Financial Corp. 0.33% Reduce -0.3% 797,992 $45.8M
Southern Farm Bureau Life Insurance 7.15% No change 790,499 $45.5M
Rockefeller Capital Management L.P. 0.12% Reduce -1.5% 766,403 $44.0M
Gotham Asset Management 0.45% Add +0.4% 765,304 $43.9M
Monashee Investment Management LLC 4.86% Add +1.1% 764,100 $43.9M
National Philanthropic Trust 0.80% Add +11.0% 763,669 $43.8M
NorthCoast Asset Management LLC 0.31% Add +21.7% 780,264 $43.7M
Savant Capital, LLC 0.36% Add +3.9% 750,731 $43.1M
Financial Counselors Inc. 0.63% Add +1.3% 741,870 $42.6M
Conrad N. Hilton Foundation 17.63% New 733,992 $42.1M
Atria Investments, Inc 0.52% Reduce -13.7% 728,819 $41.8M
Octavia Wealth Advisors, LLC 5.05% Add +8.2% 713,563 $41.0M
Litman Gregory Wealth Management LLC 3.42% Reduce -0.1% 713,227 $40.9M
Jones Financial Companies LLLP 0.04% Add +11.5% 707,301 $40.9M
University of Massachusetts Foundation, Inc. 17.26% No change 700,928 $40.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Reduce -46.5% 699,060 $40.1M
Cobblestone Capital Advisors LLC 2.24% Add +1.3% 697,027 $40.0M
CKW Financial Group 4.84% Add +0.6% 692,731 $40.0M
Focus Partners Advisor Solutions, LLC 0.84% Add +0.6% 690,875 $39.7M
Cambridge Associates LLC /Ma/ 1.46% Add +92.0% 679,610 $39.0M
Global Strategic Investment Solutions, LLC 4.49% Add +9.2% 668,573 $38.4M
Sompo Asset Management Co., Ltd. 5.99% Add +2.4% 665,915 $38.2M
TD Private Client Wealth LLC 1.09% Add +2.5% 661,438 $38.0M
Signaturefd, LLC 0.72% Reduce -4.9% 657,847 $37.8M
Kestra Investment Management, LLC 1.61% Add +28.8% 651,256 $37.4M
Wescott Financial Advisory Group, LLC 4.00% Add +0.1% 648,568 $37.2M
Wedmont Private Capital 2.12% Add +6.5% 630,725 $37.2M
DRW Securities, LLC 2.02% Add +1187.6% 637,286 $36.6M
Quent Capital, LLC 3.66% Add +4.5% 627,863 $36.0M
Abound Wealth Management 11.97% Add +5.3% 627,838 $36.0M
New York Life Investment Management LLC 0.35% Add +47.6% 624,270 $35.8M
HSBC Holdings PLC 0.02% Reduce -13.2% 619,856 $35.6M
Santa Clara Valley Transportation Authority 33.68% — 612,479 $35.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -2.1% 609,137 $35.0M
Connable Office Inc. 3.48% Add +3.8% 602,275 $34.6M
MPS Loria Financial Planners, LLC 10.30% Add +2.1% 601,788 $34.5M
Integrated Wealth Concepts LLC 0.41% Reduce -2.2% 592,874 $34.0M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -3.9% 591,636 $34.0M
Financial Synergies Wealth Advisors, Inc. 4.21% Add +2.3% 591,235 $33.9M
Chai Trust Co. LLC 1.60% Add +3.1% 589,159 $33.8M
Syon Capital LLC 2.97% Reduce -0.8% 584,014 $33.5M
Principal Securities, Inc. 0.81% Add +4.8% 582,908 $33.5M
Commerce Bank 0.20% Reduce -3.6% 581,264 $33.4M
Johnson Financial Group, Inc. 1.50% Reduce -5.0% 573,791 $32.9M
Horizon Investments, LLC 0.85% Add +8950.8% 557,076 $32.0M
Sequoia Financial Advisors, LLC 0.34% Add +2.6% 557,027 $32.0M
Aaron Wealth Advisors LLC 3.80% Add +4.0% 555,387 $31.9M
Connecticut Wealth Management, LLC 1.51% Reduce -1.0% 542,922 $31.2M
MBL Wealth, LLC 3.34% Add +1.8% 540,073 $31.0M
Orion Porfolio Solutions, LLC 0.31% Reduce -8.2% 539,410 $31.0M
Orion Portfolio Solutions, LLC 0.31% Reduce -8.2% 539,410 $31.0M
EP Wealth Advisors, LLC 0.27% Reduce -5.9% 539,377 $31.0M
Cape Cod Five Cents Savings Bank 2.83% Add +1.9% 537,923 $30.9M
Becker Capital Management Inc. 0.97% Reduce -30.6% 520,077 $29.9M
First Foundation Advisors 1.12% Add +0.1% 519,233 $29.8M
MassMutual Private Wealth & Trust, FSB 0.85% Add +3.7% 518,184 $29.7M
BLB&B Advisors, LLC 1.51% Add +0.1% 514,210 $29.5M
Quadrant Capital Group LLC 2.03% Add +4.0% 507,996 $29.2M
Ironwood Wealth Management, LLC. 8.53% Add +4.4% 493,565 $28.3M
Brand Asset Management Group, Inc. 11.02% Add +4.5% 490,313 $28.1M
NewEdge Advisors, LLC 0.18% Reduce -21.4% 487,516 $28.0M
Glenmede Trust Co. NA 0.13% Reduce -0.7% 485,547 $27.9M
Alaska Permanent Fund Corp 0.40% Add +91.6% 481,000 $27.6M
Northern Trust Corp. 0.00% Add +5.1% 480,785 $27.6M
Nottingham Advisors, Inc. 3.05% Reduce -1.2% 480,080 $27.6M
Alaska Wealth Advisors, LLC 4.11% Reduce -2.8% 477,653 $27.4M
Magnus Financial Group LLC 2.77% Add +2.5% 473,133 $27.2M
Merit Financial Group, LLC 0.60% Reduce -10.7% 469,493 $27.0M
Ritholtz Wealth Management 0.81% Add +3.3% 467,915 $26.9M
RiverFront Investment Group, LLC 0.62% Add +13.4% 461,547 $26.5M
Vicus Capital 2.30% Add +1.6% 452,944 $26.0M
Shepherd Financial Partners LLC 3.12% Add +1.0% 452,053 $26.0M
Financial Management Professionals, Inc. 3.22% Add +23.4% 451,519 $25.9M
Raymond James Trust N.A. 0.56% Add +5.9% 447,073 $25.7M
First Financial Bank - Trust Division 2.32% Add +2.0% 441,636 $25.4M
Bartlett & Co. Wealth Management LLC 0.36% Add +9.2% 440,986 $25.3M
Edge Capital Group, LLC 1.11% Reduce -4.6% 438,062 $25.1M
Exencial Wealth Advisors, LLC 0.89% Add +10.6% 431,805 $24.8M
Foster Group, Inc. 0.92% Add +4.7% 431,080 $24.7M
Hackensack Meridian Health, Inc. 2.54% Add +11.9% 431,000 $24.7M
Allianz Asset Management GmbH 0.04% Reduce -60.2% 425,800 $24.4M
Olympus Wealth Management, LLC 8.40% Reduce -1.8% 425,697 $24.4M
TFC Financial Management, Inc. 3.85% Add +2.2% 423,509 $24.3M
Citadel Advisors 0.03% Reduce -51.8% 421,705 $24.2M
Bridges Investment Management Inc. 0.33% Reduce -0.3% 411,122 $23.6M
Wellspring Financial Advisors, LLC 2.81% Add +9.6% 441,722 $23.6M
Spire Wealth Management 0.77% Reduce -2.5% 397,610 $22.8M
Gallagher Fiduciary Advisors, LLC 4.56% Reduce -5.3% 391,974 $22.5M
Red Cedar Investment Management, LLC 2.85% No change 390,850 $22.4M
Lowe Brockenbrough & Co. Inc. 1.42% Add +11.5% 388,506 $22.3M
Legacy Edge Advisors, LLC 3.56% Add +3.0% 388,238 $22.3M
Swan Global Investments, LLC 1.07% Reduce -15.7% 387,800 $22.3M
SPC Financial, Inc. 1.94% Reduce -0.2% 384,490 $22.1M
49 Wealth Management, LLC 3.59% Add +169.8% 384,468 $22.1M
Proquility Private Wealth Partners, LLC 7.03% Add +0.7% 382,126 $21.9M
McKinley Carter Wealth Services, Inc. 1.32% Add +2.3% 381,083 $21.9M
Foundations Investment Advisors, LLC 0.45% Reduce -7.2% 375,457 $21.6M
UMB Bank, n.a. 0.33% Add +5.2% 372,576 $21.4M
Tidal Investments LLC 0.24% Add +9547.1% 371,028 $21.3M
Capital Planning Advisors, LLC 3.20% New 368,723 $21.2M
Mutual of America Capital Management LLC 0.22% No change 363,035 $20.8M
Auto-Owners Insurance Co 0.51% No change 360,000 $20.7M
Blueprint Investment Partners LLC 3.72% Add +5.0% 357,681 $20.5M
OneDigital Investment Advisors LLC 0.23% Reduce -3.4% 356,038 $20.4M
Equitable Holdings, Inc. 0.20% Add +2.5% 353,885 $20.3M
JB Capital LLC 1.16% Reduce -42.4% 353,316 $20.3M
iA Global Asset Management Inc. 0.35% Add +5.4% 350,307 $20.1M
Parallel Advisors, LLC 0.47% Reduce -1.8% 348,615 $20.0M
Sterling Capital Management LLC 0.26% — 345,150 $19.8M
Rehmann Capital Advisory Group 1.29% Reduce -4.9% 343,653 $19.7M
Private Advisor Group, LLC 0.12% Add +2.3% 342,201 $19.7M
Tortoise Investment Management, LLC 2.04% Reduce -1.7% 340,594 $19.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Reduce -42.2% 337,620 $19.4M
Capital Advisors Inc. 0.39% Reduce -1.0% 336,029 $19.3M
Crescent Grove Advisors, LLC 1.96% Add +9.7% 334,926 $19.2M
Coldstream Capital Management Inc. 0.41% Reduce -6.7% 334,428 $19.2M
Orgel Wealth Management, LLC 0.48% Reduce -0.9% 332,464 $19.1M
Pictet Asset Management Holding SA 0.02% Add +48.6% 325,600 $19.0M
Heck Capital Advisors, LLC 2.16% Add +55.5% 326,996 $18.8M
Towercrest Capital Management 3.02% Reduce -4.0% 326,740 $18.8M
Prudential Financial Inc. 0.03% Reduce -17.3% 326,679 $18.8M
Sterling Investment Advisors LLC 10.51% Add +1.2% 325,626 $18.7M
Smithfield Trust Co 0.91% Reduce -0.8% 324,478 $18.6M
Kestra Private Wealth Services, LLC 0.34% Add +11.3% 319,534 $18.3M
Elgethun Capital Management 4.28% Add +0.8% 317,332 $18.2M
Kestra Advisory Services, LLC 0.10% Reduce -34.2% 315,971 $18.1M
Parkside Investments, LLC 2.72% Add +1986.0% 314,258 $18.0M
Glenview Trust Co 0.34% Reduce -1.7% 312,171 $17.9M
WASHINGTON TRUST Co 0.63% Reduce -2.0% 312,078 $17.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% No change 309,600 $17.8M
Custos Family Office, LLC 6.43% Add +5.8% 308,935 $17.7M
Venturi Wealth Management, LLC 0.93% Add +7.1% 307,933 $17.7M
St. Clair Advisors, LLC 4.99% New 306,312 $17.6M
Sentinel Trust Co. Lba 2.00% No change 306,183 $17.6M
Oak Root LLC 2.20% Add +1.5% 303,051 $17.4M
Rockbridge Investment Management, LCC 2.25% Reduce -9.8% 302,566 $17.4M
Disciplina Capital Management LLC 2.76% Reduce -46.2% 300,314 $17.2M
Marcum Wealth, LLC 1.60% Add +0.2% 300,016 $17.2M
Concurrent Investment Advisors, LLC 0.51% Add +7.8% 297,037 $17.1M
Bank of Hawaii 0.71% Add +0.5% 296,887 $17.0M
MTC Wealth Management LLC 7.66% Reduce -1.1% 295,284 $17.0M
Lake Street Advisors Group, LLC 0.78% Reduce -1.8% 294,169 $16.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +6.5% 292,682 $16.8M
Steward Partners Investment Advisory, LLC 0.15% Reduce -3.7% 291,590 $16.7M
Blair William & Co. 0.05% Reduce -1.2% 286,443 $16.4M
Tarbox Family Office, Inc. 2.69% Reduce -2.8% 286,431 $16.4M
JFS Wealth Advisors, LLC 1.09% Add +30.0% 284,094 $16.3M
WealthPlan Investment Management, LLC 1.64% New 281,596 $16.2M
Marion Wealth Management 4.27% Add +5.3% 279,066 $16.0M
Strategic Investment Advisors / MI 1.75% Add +6.3% 278,528 $16.0M
Schneider Downs Wealth Management Advisors, LP 3.26% Reduce -1.6% 277,583 $15.9M
Beacon Pointe Advisors, LLC 0.18% Reduce -4.6% 275,486 $15.8M
LMCG Investments, LLC 0.94% Add +0.1% 273,284 $15.7M
Scotia Capital Inc. 0.08% Add +23.5% 271,346 $15.6M
Running Point Capital Advisors, LLC 5.99% Reduce -2.0% 270,158 $15.5M
Cascade Financial Partners, LLC 1.94% Add +2.3% 271,702 $15.4M
Rovin Capital /Ut/ 5.72% Add +130.7% 268,936 $15.4M
Condor Capital Management 1.38% Add +0.7% 266,198 $15.3M
RKL Wealth Management LLC 1.38% Add +3.5% 265,936 $15.3M
Strategic Investment Management, LLC 16.00% Add +7.9% 265,053 $15.3M
IFP Advisors, Inc 0.54% Reduce -8.7% 263,023 $15.1M
Eq LLC 7.53% Add +133.4% 262,057 $15.0M
Chilton Capital Management LLC 0.62% Add +15.3% 261,387 $15.0M
First Command Advisory Services, Inc. 0.14% Add +86286.4% 260,887 $15.0M
Rock Creek Group LLC 1.71% Reduce -19.6% 259,225 $14.9M
Atria Wealth Solutions, Inc. 0.16% Reduce -30.1% 258,884 $14.9M
Sage Advisory Services, Ltd.Co. 4.10% No change 273,032 $14.6M
FDx Advisors, Inc. 3.97% Reduce -3.7% 253,751 $14.6M
Arkos Global Advisors 2.10% Add +8.9% 252,212 $14.5M
Financial Engines Advisors L.L.C. 0.03% Add +0.7% 250,324 $14.4M
Hancock Whitney Corp. 0.46% Reduce -1.0% 247,215 $14.2M
Appleton Partners Inc. 1.04% Reduce -3.7% 245,991 $14.1M
Wealthspire Retirement, LLC 1.14% Add +4.6% 244,814 $14.1M
Fiducient Advisors LLC 1.61% Add +0.1% 243,083 $14.0M
Mesirow Financial Investment Management, Inc. 0.27% Reduce -0.0% 242,569 $13.9M
Strategic Advocates LLC 4.94% Add +0.1% 240,258 $13.8M
BSW Wealth Partners 2.07% Add +3.5% 239,965 $13.8M
Synovus Financial Corp. 0.16% Reduce -3.7% 239,340 $13.7M
Shakespeare Wealth Management, LLC 3.56% Reduce -5.2% 237,412 $13.6M
Mercer Global Advisors Inc. 0.03% Reduce -4.4% 235,741 $13.6M
Divergent Wealth Advisors 2.48% Add +4.9% 236,543 $13.6M
Meridian Wealth Partners, LLC 2.10% Add +64.2% 235,027 $13.5M
Resonant Capital Advisors, LLC 0.98% Add +2.3% 233,324 $13.4M
Fairhaven Wealth Management, LLC 4.10% Add +1.9% 233,231 $13.4M
Guidance Capital, Inc. 4.15% Reduce -4.2% 231,451 $13.3M
Wealthquest Corp 1.17% Add +3.8% 229,656 $13.3M
Portland Global Advisors LLC 1.66% Add +6.8% 229,922 $13.2M
WealthShield Partners, LLC 1.78% Reduce -10.7% 228,943 $13.1M
Summit Financial, LLC 0.51% Add +9.8% 227,739 $13.1M
Associated Banc-Corp 0.38% Add +2.3% 226,947 $13.0M
Americana Partners, LLC 0.89% Add +7.4% 226,861 $13.0M
Investure, LLC 0.89% Add +48.6% 224,926 $12.9M
Trek Financial, LLC 0.97% Add +11.4% 224,638 $12.9M
Farther Finance Advisors, LLC 0.48% Reduce -0.4% 223,806 $12.8M
Twele Capital Management, Inc. 2.69% Add +1.5% 223,238 $12.8M
Neumann Capital Management, LLC 4.22% Reduce -0.8% 221,197 $12.7M
Grove Bank & Trust 1.87% Add +4.9% 220,136 $12.6M
Acima Private Wealth, LLC 4.23% Add +2.6% 219,682 $12.6M
Opus Capital Group, LLC 1.57% Add +9.4% 218,674 $12.6M
St Germain D J Co. Inc. 0.58% Reduce -2.8% 218,629 $12.6M
Perigon Wealth Management, LLC 0.34% Reduce -0.5% 217,465 $12.5M
Peapack Gladstone Financial Corp. 0.18% Reduce -0.2% 216,652 $12.4M
Hengehold Capital Management LLC 1.18% Add +2.4% 216,626 $12.4M
BBJS Financial Advisors, LLC 4.43% Reduce -0.2% 216,188 $12.4M
Vestmark Advisory Solutions, Inc. 0.46% Add +15.7% 215,295 $12.4M
Prime Capital Investment Advisors, LLC 0.18% Reduce -3.8% 214,200 $12.3M
Inherent Group, LP 11.33% No change 213,405 $12.3M
VAUGHAN & Co SECURITIES, INC. 7.22% Add +1.3% 213,403 $12.3M
Galvin, Gaustad & Stein, LLC 1.11% Reduce -3.2% 213,079 $12.2M
Pure Financial Advisors, LLC 0.29% Add +7.2% 211,588 $12.1M
Marks Wealth, LLC 5.19% New 210,495 $12.1M
Concentric Wealth Management, LLC 2.95% Add +2.3% 210,457 $12.1M
Sumitomo Life Insurance Co. 0.24% Reduce -58.6% 210,000 $12.1M
Catalyst Financial Partners LLC 2.35% Add +9.0% 209,460 $12.0M
Long Run Wealth Advisors, LLC 2.80% Add +2.3% 207,438 $11.9M
RPTC Inc. 2.56% Reduce -4.7% 205,422 $11.8M
Smith & Howard Wealth Management, LLC 3.29% Add +0.1% 203,842 $11.7M
&partners 0.22% Add +117.8% 201,399 $11.6M
PDS Planning, Inc 1.04% Reduce -3.6% 201,212 $11.6M
Lazard Asset Management LLC 0.02% Reduce -0.6% 200,259 $11.5M
Iowa State Bank 2.36% Add +5.8% 199,983 $11.5M
Ascent Wealth Partners, LLC 1.60% Add +2.8% 199,884 $11.5M
Fifth Third Wealth Advisors LLC 0.70% Reduce -3.6% 198,653 $11.4M
GAMMA Investing LLC 1.13% Add +33.5% 198,455 $11.4M
HCR Wealth Advisors 1.48% Add +908.3% 196,423 $11.3M
Stephens Group Asset Management, LLC 0.91% Add +111.5% 189,657 $10.9M
Financial Advocates Investment Management 0.62% Add +8.9% 189,265 $10.9M
Veery Capital, LLC 4.04% Add +104.7% 187,459 $10.8M
Wilshire Advisors LLC 5.15% Reduce -0.3% 186,845 $10.7M
Beacon Harbor Wealth Advisors, Inc. 2.53% Add +2.7% 185,204 $10.6M
Klingman & Associates, LLC 0.65% Add +7.6% 182,434 $10.5M
Facet Wealth, Inc. 0.30% Reduce -4.0% 186,901 $10.4M
HUB Investment Partners, LLC 0.46% Reduce -18.0% 181,364 $10.4M
Clearwater Capital Advisors, LLC 1.01% Reduce -2.4% 180,616 $10.4M
Probity Advisors, Inc. 1.96% Reduce -0.2% 178,629 $10.3M
Twin Focus Capital Partners, LLC 1.60% Reduce -0.5% 176,541 $10.1M
Columbia Bank 3.70% Add +1.4% 176,315 $10.1M
Checchi Capital Advisers, LLC 0.75% Reduce -5.2% 175,441 $10.1M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -26.0% 173,552 $10.0M
Astoria Strategic Wealth, Inc. 2.94% Add +3.0% 174,671 $10.0M
FinTrust Capital Advisors, LLC 1.69% Add +5.4% 173,836 $10.0M
CW Advisors, LLC 0.13% Add +1.4% 173,661 $10.0M
Avantax Planning Partners, Inc. 0.36% Reduce -35.5% 173,430 $10.0M
Baron Silver Stevens Financial Advisors, LLC 1.74% Add +5.0% 173,139 $9.9M
Global Retirement Partners, LLC 0.30% Reduce -14.6% 172,090 $9.9M
Dynamic Advisor Solutions LLC 0.30% Reduce -6.1% 171,675 $9.9M
Austin Private Wealth, LLC 0.97% Reduce -36.4% 171,083 $9.8M
Parkside Advisors LLC 2.31% Add +3.0% 169,297 $9.7M
Bryant Woods Investment Advisors, LLC 4.83% Reduce -15.1% 165,199 $9.5M
Frontier Asset Management, LLC 3.12% Reduce -31.4% 164,341 $9.4M
Flow Traders U.S. LLC 0.48% Reduce -72.2% 163,158 $9.4M
Patriot Investment Management Group, Inc. 0.68% Add +2.0% 161,732 $9.3M
AMG National Trust Bank 0.25% Reduce -9.0% 161,640 $9.3M
Single Point Partners, LLC 14.69% Reduce -2.3% 160,501 $9.2M
Composition Wealth, LLC 0.21% Add +1.6% 160,252 $9.2M
Ackerman Capital Advisors, LLC 2.37% Add +2.9% 160,107 $9.2M
Martel Wealth Advisors LLC 1.88% Add +0.6% 156,725 $9.2M
Axiom Investors LLC 0.08% Add +54.1% 159,500 $9.2M
Boston Financial Mangement LLC 0.27% Add +1.0% 158,477 $9.1M
Squarepoint Ops LLC 0.03% Add +3227.4% 156,753 $9.0M
Forvis Mazars Wealth Advisors, LLC 0.21% Reduce -5.8% 155,596 $8.9M
Crestwood Advisors Group, LLC 0.17% Add +1.0% 153,385 $8.8M
Allworth Financial LP 0.05% Reduce -3.2% 152,954 $8.8M
McGlone Suttner Wealth Management, Inc. 1.82% Reduce -22.0% 152,435 $8.8M
ORG Partners LLC 1.41% Reduce -1.5% 151,945 $8.7M
Wakefield Asset Management LLLP 2.82% Reduce -0.8% 150,804 $8.7M
Great Lakes Advisors, LLC 0.07% Reduce -2.4% 149,564 $8.6M
Shelter Ins Retirement Plan 10.55% No change 148,902 $8.5M
Evensky & Katz LLC 0.55% Reduce -1.1% 147,790 $8.5M
First Citizens Asset Management, Inc. 3.01% Reduce -27.8% 147,324 $8.5M
Mather Group, Llc. 0.11% Add +1.4% 145,542 $8.4M
Sachem Hill LLC 1.69% Reduce -1.6% 144,735 $8.3M
ABLE Financial Group, LLC 2.54% Add +12.2% 143,061 $8.2M
Webster Bank, N. A. 0.87% Reduce -1.6% 141,790 $8.1M
Beirne Wealth Consulting Services, LLC 2.85% Add +0.5% 141,324 $8.1M
Simplicity Wealth,LLC 0.74% Reduce -24.6% 139,628 $8.0M
River Wealth Advisors LLC 1.06% Add +0.6% 138,339 $7.9M
Bank of Stockton 2.39% Reduce -4.4% 138,034 $7.9M
Conning Inc. 0.27% No change 137,998 $7.9M
Adaptive Financial Consulting, LLC 3.22% Add +0.9% 137,568 $7.9M
New England Asset Management Inc. 1.29% No change 137,400 $7.9M
Community Bank, N.A. 0.99% Reduce -0.0% 137,201 $7.9M
Great Diamond Partners, LLC 2.00% Reduce -5.8% 137,071 $7.9M
Blue Edge Capital, LLC 1.22% Add +3.7% 136,104 $7.8M
Brandywine Oak Private Wealth LLC 0.76% Add +1.7% 136,031 $7.8M
LBMC Investment Advisors, LLC 0.62% Reduce -0.3% 135,774 $7.8M
Acropolis Investment Management, LLC 0.46% Reduce -6.2% 135,201 $7.8M
Ayalon Insurance Comp Ltd. 2.40% Add +66.5% 134,319 $7.7M
Emerald Advisors, LLC 1.11% Add +4.3% 133,485 $7.7M
Graybill Wealth Management, LTD. 2.81% Add +1.9% 132,183 $7.6M
Matthew Goff Investment Advisor, LLC 1.43% Reduce -0.2% 131,253 $7.5M
Everett Harris & Co. 0.09% Reduce -3.3% 130,980 $7.5M
Omega Financial Group, LLC 2.84% Add +10.2% 130,653 $7.5M
Roth Financial Partners LLC 2.96% Add +7.4% 128,945 $7.4M
FIL Ltd 0.01% Reduce -6.5% 128,876 $7.4M
Bell Investment Advisors, Inc 1.36% Add +2.3% 128,732 $7.4M
Salomon & Ludwin, LLC 0.75% Reduce -10.8% 127,556 $7.3M
Guidance Point Advisors, LLC 2.21% Add +1.8% 127,070 $7.3M
VPR Management LLC 2.54% No change 126,800 $7.3M
Hudson Capital Management LLC 2.40% Add +2.8% 126,546 $7.3M
Driehaus Capital Management LLC 0.06% No change 126,067 $7.2M
First Trust Advisors LP 0.01% Add +5.1% 125,672 $7.2M
Broadview Financial Management, LLC 4.88% Reduce -1.4% 125,630 $7.2M
Apollon Wealth Management, LLC 0.20% Reduce -6.8% 125,459 $7.2M
Qube Research & Technologies Ltd 0.01% New 124,922 $7.2M
Waterloo Capital, L.P. 0.78% Add +6.9% 124,577 $7.2M
Black Diamond Financial, LLC 1.21% Add +12.4% 123,617 $7.1M
Missouri Trust & Investment Co 2.46% Add +17.0% 122,903 $7.1M
KFA Private Wealth Group, LLC 3.37% Add +103.1% 122,892 $7.1M
Mission Wealth Management, LP 0.17% Reduce -2.8% 120,494 $6.9M
Central Pacific Bank - Trust Division 0.91% Reduce -5.2% 119,481 $6.9M
Highland Capital Management, LLC 0.39% Reduce -0.3% 119,340 $6.9M
Advisory Services Network, LLC 0.14% No change 127,756 $6.8M
Sigma Planning Corp 0.21% Reduce -3.3% 118,597 $6.8M
Wellington Management Group LLP 0.00% Reduce -55.6% 118,028 $6.8M
Strategic Blueprint, LLC 0.42% Reduce -14.7% 117,873 $6.8M
DT Investment Partners, LLC 0.55% Add +0.3% 117,633 $6.8M
Clearstead Advisors, LLC 0.10% Add +0.9% 117,564 $6.7M
Nations Financial Group Inc, /Ia/ 0.49% Add +1.6% 117,261 $6.7M
Icon Wealth Advisors, LLC 0.56% Reduce -42.0% 117,084 $6.7M
Atlas Capital Advisors Inc. 1.03% Add +16.5% 116,789 $6.7M
WBH Advisory Inc. 0.63% Add +0.1% 116,755 $6.7M
CFS Investment Advisory Services, LLC 0.56% Reduce -26.3% 116,197 $6.7M
Cornerstone Wealth Group, LLC 0.55% Add +0.3% 116,043 $6.7M
SteelPeak Wealth, LLC 0.29% Reduce -30.7% 115,335 $6.6M
Lwmg, LLC 1.26% Add +8.9% 115,072 $6.6M
Ssi Investment Management LLC 2.51% Add +35.7% 114,636 $6.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.56% Reduce -24.6% 114,556 $6.6M
GMO 0.02% New 113,663 $6.5M
Brooklyn FI, LLC 2.29% Reduce -3.0% 113,160 $6.5M
Rogco, LP 2.53% Reduce -0.6% 112,602 $6.5M
Texas Yale Capital Corp. 0.28% Add +2.0% 112,570 $6.5M
Asset Dedication, LLC 0.44% Reduce -3.4% 112,490 $6.5M
Heritage Investors Management Corp. 0.21% Reduce -1.9% 110,133 $6.3M
Sowell Financial Services LLC 0.29% Reduce -7.3% 109,658 $6.3M
SageView Advisory Group, LLC 0.32% Reduce -9.9% 109,068 $6.3M
Hamilton Capital, LLC 0.46% Add +16.1% 111,339 $6.2M
One Capital Management, LLC 0.20% Reduce -6.2% 107,506 $6.2M
Smith, Moore & Co. 0.59% Add +4.4% 107,188 $6.2M
Sigma Investment Counselors Inc. 0.36% Add +2.4% 105,863 $6.1M
Cornerstone Management, Inc. 1.27% Reduce -3.9% 105,634 $6.1M
Klaas Financial Asset Advisors, LLC 1.05% Reduce -0.7% 105,034 $6.0M
Daiwa Securities Group Inc. 0.03% Reduce -29.9% 104,980 $6.0M
Nicolet Advisory Services, LLC 0.57% Reduce -1.9% 103,789 $6.0M
Boston Research & Management Inc. 1.39% Add +2.0% 103,914 $6.0M
Quattro Financial Advisors LLC 1.67% Reduce -0.3% 102,546 $5.9M
Ellevest, Inc. 0.32% Add +0.6% 101,938 $5.9M
Circle Wealth Management, LLC 0.13% Add +11.2% 101,240 $5.8M
Sharkey, Howes & Javer 0.83% Reduce -37.8% 100,943 $5.8M
Tacita Capital Inc 3.77% Reduce -5.8% 100,722 $5.8M
Ironsides Asset Advisors, LLC 1.68% No change 100,389 $5.8M
Atlanta Consulting Group Advisors, LLC 1.43% Reduce -58.3% 100,208 $5.8M
Avidian Wealth Enterprises, LLC 0.26% Reduce -9.2% 100,164 $5.8M
Wealthcare Advisory Partners LLC 0.16% Add +951.0% 100,071 $5.7M
Sweeney & Michel, LLC 2.25% Add +0.9% 99,761 $5.7M
Kingdom Financial Group LLC. 4.27% Add +1.6% 99,547 $5.7M
O'shaughnessy Asset Management, LLC 0.05% Add +35.5% 99,113 $5.7M
Titleist Asset Management, LLC 0.82% Add +3.9% 99,260 $5.7M
SVB Wealth LLC 4.84% Reduce -76.6% 99,038 $5.7M
Horst & Graben Wealth Management LLC 1.01% Reduce -33.5% 98,196 $5.6M
AXA S.A. 0.02% No change 98,000 $5.6M
TNF LLC 2.03% Reduce -2.2% 99,733 $5.6M
Howard Bailey Securities, LLC 2.13% — 97,794 $5.6M
Birchbrook, Inc. 3.10% Add +6.3% 97,496 $5.6M
Park Place Capital Corp 1.59% Reduce -3.3% 96,432 $5.5M
Physician Wealth Advisors, Inc. 0.99% Reduce -32.1% 97,541 $5.5M
Spectrum Wealth Counsel, LLC 0.64% Reduce -33.6% 95,091 $5.5M
Crane Advisory, LLC 0.99% Add +3.1% 94,697 $5.5M
Highline Wealth Partners LLC 1.82% Add +8.9% 94,809 $5.4M
Fairview Capital Investment Management, LLC 0.29% Add +0.2% 94,590 $5.4M
Arbor Investment Advisors, LLC 0.72% Reduce -5.6% 94,194 $5.4M
Turtle Creek Wealth Advisors, LLC 1.08% Reduce -47.0% 93,939 $5.4M
FAS Wealth Partners, Inc. 0.43% Reduce -3.6% 93,699 $5.4M
Alliance Wealth Management Group 1.41% Add +8.9% 92,591 $5.3M
Canopy Partners, LLC 2.28% Reduce -1.3% 92,426 $5.3M
Kickstand Ventures, Llc. 1.35% Add +4.4% 91,888 $5.3M
Dorsey & Whitney Trust CO LLC 0.28% Add +3.2% 91,803 $5.3M
Snowden Capital Advisors LLC 0.16% Reduce -19.6% 91,787 $5.3M
Simon Quick Advisors, LLC 0.33% Reduce -1.4% 91,416 $5.2M
Harbour Capital Advisors, LLC 1.20% Reduce -1.6% 91,110 $5.2M
Russell Investments Group, Ltd. 0.01% Add +2613.7% 90,719 $5.2M
Napatree Capital LLC 3.61% Add +4.9% 90,162 $5.2M
JSF Financial, LLC 1.51% Add +3.4% 90,078 $5.2M
Stonebrook Private Inc. 1.37% Reduce -3.8% 90,006 $5.2M
Lansing Street Advisors 1.90% Add +3.6% 89,748 $5.2M
New Hampshire Trust 1.09% Add +1.0% 88,988 $5.1M
Astoria Portfolio Advisors LLC. 1.74% New 88,189 $5.1M
Geneos Wealth Management Inc. 0.19% Add +45.7% 88,686 $5.1M
Wetzel Investment Advisors, Inc. 2.56% Add +37.1% 88,205 $5.1M
Tsfg, LLC 1.10% Add +2.3% 88,084 $5.1M
Empower Advisory Group, LLC 0.02% Add +6.2% 87,648 $5.0M
Ashton Thomas Private Wealth, LLC 0.27% Reduce -1.7% 87,618 $5.0M
Greenwood Capital Associates LLC 0.65% Reduce -6.9% 87,605 $5.0M
Zuckerman Investment Group, LLC 0.52% Reduce -1.5% 87,578 $5.0M
High Falls Advisors, Inc 1.14% Reduce -43.2% 86,994 $5.0M
Financial Council, LLC 2.59% Add +0.1% 86,550 $5.0M
Alera Investment Advisors, LLC 0.58% Reduce -4.1% 86,534 $5.0M
Elevate Wealth Advisory, Inc. 3.69% Add +1.3% 86,502 $5.0M
Richard P Slaughter Associates Inc 1.15% Reduce -2.7% 86,251 $5.0M
Stone House Investment Management, LLC 1.02% Reduce -34.8% 86,236 $5.0M
Pointe Capital Management LLC 2.89% Add +1.7% 86,231 $5.0M
Lutz Financial Services LLC 0.40% Reduce -1.9% 85,730 $4.9M
Armbruster Capital Management, Inc. 0.98% Reduce -2.4% 85,558 $4.9M
Fortitude Family Office, LLC 1.94% Add +5.7% 85,311 $4.9M
Southern Capital Advisors, LLC 2.75% Add +2.3% 85,276 $4.9M
Richard W. Paul & Associates, LLC 1.74% Add +1.0% 84,218 $4.8M
Fairway Wealth LLC 2.45% Add +1.2% 83,963 $4.8M
Sage Rhino Capital LLC 1.07% Add +0.2% 83,929 $4.8M
Foundry Financial Group, Inc. 3.00% Reduce -1.1% 83,806 $4.8M
Mayflower Financial Advisors, LLC 0.72% Reduce -15.3% 82,638 $4.7M
Vident Advisory, LLC 0.12% Add +12.9% 81,926 $4.7M
Waverly Advisors, LLC 0.09% Reduce -12.8% 81,596 $4.7M
IHT Wealth Management, LLC 0.13% Add +27.5% 80,826 $4.7M
Gladstone Institutional Advisory LLC 0.23% Reduce -1.0% 80,918 $4.6M
Life Planning Partners, Inc 4.14% Add +1.7% 80,730 $4.6M
Bray Capital Advisors 1.13% Reduce -6.0% 80,656 $4.6M
Vance Wealth, LLC 1.74% Reduce -5.6% 80,159 $4.6M
Invera Wealth Advisors, LLC 4.57% Reduce -2.5% 80,561 $4.6M
Summit X, LLC 1.12% Reduce -5.7% 85,673 $4.6M
Willis Johnson & Associates, Inc. 0.35% Reduce -21.4% 79,834 $4.6M
NewEdge Wealth, LLC 0.08% Add +0.1% 79,522 $4.6M
Madrona Financial Services, LLC 1.26% Add +61.5% 79,197 $4.5M
Columbus Macro, LLC 1.65% Reduce -10.5% 78,862 $4.5M
Endowment Wealth Management, Inc. 2.97% Add +17.6% 78,690 $4.5M
YHB Investment Advisors, Inc. 0.37% Add +0.3% 78,428 $4.5M
Independent Financial Group, LLC 0.16% Add +6.0% 77,730 $4.5M
Steele Capital Management, Inc. 0.23% Reduce -0.9% 77,604 $4.5M
Maia Wealth LLC 1.10% Reduce -20.3% 78,879 $4.4M
Swmg, LLC 1.82% Reduce -11.3% 81,684 $4.4M
Shelter Mutual Insurance Co 1.05% No change 77,114 $4.4M
Csenge Advisory Group 0.23% Reduce -1.4% 75,819 $4.4M
Sovereign Investment Advisors, LLC 1.43% Add +0.9% 76,069 $4.4M
Aptus Capital Advisors, LLC 0.07% Add +1199.3% 75,995 $4.4M
Defined Wealth Management, LLC 2.82% Add +5.2% 75,741 $4.3M
Wealth Alliance, LLC 0.52% Reduce -36.4% 75,234 $4.3M
Emergent Wealth Advisors, LLC 3.18% Reduce -4.8% 74,842 $4.3M
Halpern Financial, Inc. 1.11% Reduce -1.9% 73,124 $4.3M
Evergreen Capital Management LLC 0.14% Reduce -19.9% 74,388 $4.3M
Encompass Wealth Advisors, LLC 1.07% Add +2.8% 74,171 $4.3M
Brookstone Capital Management 0.06% Reduce -26.6% 74,146 $4.3M
Grand Wealth Management, LLC 2.40% Reduce -1.6% 74,133 $4.3M
Country Club Bank 0.28% Reduce -2.7% 73,029 $4.3M
PrairieView Partners, LLC 0.44% Reduce -3.7% 73,873 $4.2M
Journey Strategic Wealth LLC 0.16% Add +139.5% 73,823 $4.2M
IFG Advisory, LLC 0.27% Reduce -3.7% 72,698 $4.2M
Sunburst Financial Group, LLC 1.05% Reduce -3.0% 72,398 $4.2M
Prosperity Consulting Group, LLC 0.32% Add +3.9% 72,326 $4.2M
Tudor Investment Corporation 0.05% Reduce -19.6% 72,194 $4.1M
Elyxium Wealth, LLC 2.28% — 72,185 $4.1M
Interchange Capital Partners, LLC 1.47% Reduce -8.4% 72,027 $4.1M
Cantor Fitzgerald Investment Advisors L.P. 0.28% Add +2.2% 71,861 $4.1M
Morling Financial Advisors, LLC 1.57% Reduce -1.0% 71,784 $4.1M
Smith Salley Wealth Management 0.27% Add +2.5% 71,628 $4.1M
Winthrop Capital Management, LLC 1.95% Reduce -2.3% 71,485 $4.1M
Ausdal Financial Partners, Inc. 0.43% Reduce -2.8% 71,382 $4.1M
North Star Asset Management Inc. 0.18% Reduce -0.4% 70,981 $4.1M
Integrated Advisors Network LLC 0.20% Reduce -0.0% 70,896 $4.1M
Fort Point Capital Partners LLC 0.51% Add +1.1% 70,808 $4.1M
Signet Financial Management, LLC 0.52% Reduce -1.2% 70,543 $4.0M
Oppenheimer & Co. Inc. 0.06% Add +0.8% 70,122 $4.0M
Allegiance Financial Group Advisory Services LLC 1.40% Add +7.2% 70,114 $4.0M
Mechanics Financial Corp 1.76% Add +4.6% 70,095 $4.0M
Presilium Private Wealth, LLC 0.92% Reduce -1.5% 69,924 $4.0M
CarsonAllaria Wealth Management, Ltd. 2.30% Reduce -5.1% 69,912 $4.0M
Ashton Thomas Securities, LLC 0.78% Reduce -42.3% 69,730 $4.0M
Invst, LLC 0.48% Reduce -61.6% 69,718 $4.0M
Peninsula Wealth, LLC 0.69% Reduce -3.5% 69,741 $4.0M
Liquid Strategies, LLC 0.95% Add +3.7% 68,968 $4.0M
Aerodigm Wealth, LLC 2.50% Add +25.6% 68,796 $3.9M
Crewe Advisors LLC 0.46% Add +5.6% 68,490 $3.9M
Capital Group Private Client Services, Inc. 0.04% Add +8.3% 68,377 $3.9M
Next Capital Management LLC 1.59% Add +0.9% 67,931 $3.9M
Heritage Financial Services, LLC 0.52% Reduce -4.2% 67,916 $3.9M
EPG Wealth Management LLC 0.98% Add +0.0% 67,894 $3.9M
Cranbrook Wealth Management, LLC 0.89% Reduce -3.3% 67,870 $3.9M
Ameraudi Asset Management, Inc. 1.78% No change 67,862 $3.9M
TBH Global Asset Management, LLC 0.85% Reduce -6.7% 67,622 $3.9M
James J. Burns & Company, LLC 0.70% Add +2.4% 67,459 $3.9M
Exchange Capital Management, Inc. 0.62% Add +0.5% 67,373 $3.9M
First Merchants Corp. 0.15% Add +3.3% 66,880 $3.8M
Signature Estate & Investment Advisors LLC 0.09% Reduce -13.2% 66,685 $3.8M
Leavell Investment Management, Inc. 0.19% Add +7.8% 66,512 $3.8M
Element Wealth, LLC 2.02% Reduce -0.9% 66,285 $3.8M
Rodgers & Associates, LTD 0.45% Add +4.9% 65,828 $3.8M
Nova R Wealth, Inc. 1.86% Add +0.2% 65,757 $3.8M
NBT Bank, N.A. 0.25% Add +7.5% 65,756 $3.8M
King Wealth Management Group 0.59% Reduce -10.0% 65,750 $3.8M
Global Wealth Management Investment Advisory, Inc. 0.81% Add +2.9% 65,688 $3.8M
NorthLanding Financial Partners, LLC 3.73% Reduce -0.3% 65,614 $3.8M
Beacon Bank & Trust 0.88% Add +4.5% 65,203 $3.7M
Axxcess Wealth Management, LLC 0.09% Add +2.2% 65,092 $3.7M
Stratos Wealth Advisors, LLC 0.17% Reduce -12.4% 64,785 $3.7M
Koesten, Hirschmann & Crabtree, INC. 2.16% Reduce -5.0% 64,575 $3.7M
SCS Capital Management LLC 0.07% Reduce -13.6% 64,260 $3.7M
Mutual Advisors, LLC 0.11% Reduce -3.1% 65,061 $3.7M
Clayton Financial Group LLC 1.37% Add +3.5% 63,824 $3.7M
Monterey Private Wealth, Inc. 1.25% Add +10.8% 63,763 $3.7M
One Wealth Advisors, LLC 0.56% Reduce -41.6% 63,708 $3.7M
Choate Investment Advisors 0.09% Reduce -9.2% 63,353 $3.6M
Camelot Technology Advisors, Inc. 3.20% Add +15.2% 63,002 $3.6M
Virtus Family Office LLC 4.77% Add +0.4% 62,894 $3.6M
Keystone Financial Services 1.40% Reduce -40.8% 62,710 $3.6M
LM Advisors LLC 0.74% Reduce -9.9% 62,678 $3.6M
Avior Wealth Management, LLC 0.14% Add +14.8% 62,649 $3.6M
Woodmont Investment Counsel LLC 0.27% Reduce -1.2% 62,078 $3.6M
D L Carlson Investment Group Inc. 0.64% Add +4.5% 61,748 $3.5M
OMNI 360 Wealth, Inc. 2.40% Add +3.2% 60,991 $3.5M
MIdWestOne Financial Group, Inc. 0.48% Reduce -10.9% 60,987 $3.5M
Ieq Capital, LLC 0.04% Reduce -58.2% 60,937 $3.5M
Rosenberg Matthew Hamilton 0.91% Add +11.5% 60,314 $3.5M
AdvisorNet Financial, Inc 0.26% Add +30.9% 59,998 $3.4M
Eldridge Investment Advisors, Inc. 0.80% Reduce -37.9% 59,615 $3.4M
PAX Financial Group, LLC 0.61% Reduce -35.0% 59,029 $3.4M
Affinity Capital Advisors, LLC 0.65% Reduce -6.1% 58,888 $3.4M
Falcon Wealth Planning 0.40% Reduce -0.1% 58,873 $3.4M
Westside Investment Management, Inc. 0.72% Add +6.5% 58,894 $3.4M
Cove Private Wealth, LLC 2.67% No change 58,258 $3.3M
Fiduciary Trust Co 0.05% Add +120.9% 58,204 $3.3M
Northwest Wealth Management, LLC 0.78% Reduce -0.8% 58,101 $3.3M
Intergy Private Wealth, LLC 1.27% Add +5.2% 57,861 $3.3M
Cordgrass Capital Advisors, LLC 0.96% Reduce -33.5% 57,679 $3.3M
Evolution Wealth Advisors, LLC 0.60% Add +0.2% 57,611 $3.3M
Keel Point, LLC 0.27% Reduce -28.4% 57,447 $3.3M
Dravo Bay LLC 1.69% Add +106.9% 57,330 $3.3M
Alpha Omega Wealth Management LLC 0.60% Reduce -0.4% 56,671 $3.3M
Natixis Advisors, LLC 0.01% Reduce -1.3% 56,166 $3.2M
Channel Wealth LLC 1.06% Add +71.0% 55,979 $3.2M
TFB Advisors LLC 0.95% Reduce -4.2% 55,839 $3.2M
Bremer Bank National Association 0.60% Add +17.0% 55,750 $3.2M
Unique Wealth Strategies, LLC 1.38% Reduce -4.3% 55,688 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -4.9% 55,583 $3.2M
Princeton Global Asset Management LLC 0.62% Add +7.9% 55,357 $3.2M
Allie Family Office LLC 1.71% Add +9.1% 55,301 $3.2M
Jmac Enterprises LLC 0.50% Add +4.3% 55,067 $3.2M
Madison Park Capital Advisors, LLC 2.37% New 55,032 $3.2M
Brown Brothers Harriman & Co. 0.02% Reduce -3.7% 54,745 $3.1M
PKO Investment Management Joint-Stock Co 0.39% Reduce -1.4% 54,739 $3.1M
Stone Summit Wealth LLC 1.01% Add +0.6% 54,676 $3.1M
Diversify Advisory Services, LLC 0.17% Reduce -1.1% 54,298 $3.1M
Plancorp, LLC 0.13% Add +0.7% 53,708 $3.1M
Lam Group, Inc. 2.18% Reduce -0.0% 53,575 $3.1M
Traveka Wealth, LLC 1.56% Reduce -18.9% 53,543 $3.1M
J.W. Cole Advisors, Inc. 0.13% Add +7.0% 53,345 $3.1M
Argent Trust Co 0.13% Reduce -2.9% 53,196 $3.1M
Winthrop Advisory Group LLC 0.38% Add +6.5% 53,037 $3.0M
Nwam LLC 0.19% New 52,918 $3.0M
Brighton Jones LLC 0.11% Add +3.9% 52,556 $3.0M
Bristlecone Advisors, LLC 0.24% Reduce -0.8% 52,494 $3.0M
Tritonpoint Wealth, LLC 0.27% Reduce -8.5% 51,669 $3.0M
FWG Investments, LLC. 2.59% Add +2.5% 52,240 $3.0M
Compound Planning, Inc. 0.19% Reduce -4.7% 51,998 $3.0M
Dynasty Wealth Management, LLC 0.09% Reduce -95.1% 95,170 $3.0M
Hollencrest Capital Management 0.12% Reduce -0.6% 51,777 $3.0M
Pembroke Management, LTD 0.38% Add +1.1% 51,529 $3.0M
Western Wealth Management, LLC 0.17% Add +115.8% 51,415 $3.0M
Motive Wealth Advisors 1.76% No change 54,815 $2.9M
Sweet Financial Partners, LLC 0.63% Add +0.5% 50,750 $2.9M
Disciplined Investments, LLC 1.43% Add +1.5% 50,537 $2.9M
Elmwood Wealth Management, Inc. 1.19% Add +18.8% 50,115 $2.9M
Arete Wealth Advisors, LLC 0.24% Reduce -14.0% 49,350 $2.8M
WESCAP Management Group, Inc. 0.70% Add +45.4% 49,025 $2.8M
Mycio Wealth Partners, LLC 0.64% Add +133.8% 48,776 $2.8M
Convergence Financial, LLC 0.59% Add +6.9% 48,647 $2.8M
Apeiron RIA LLC 0.79% Reduce -5.0% 48,196 $2.8M
Money Design Co.,Ltd. 0.14% Add +6.7% 47,942 $2.8M
Symphony Financial, Ltd. Co. 0.45% Add +6.2% 46,983 $2.7M
Townsquare Capital LLC 0.03% Reduce -23.9% 47,601 $2.7M
CoreFirst Bank & Trust 1.57% Add +14.4% 47,418 $2.7M
Cypress Financial Planning LLC 1.00% Add +25.6% 47,159 $2.7M
Granby Capital Management, LLC 1.40% No change 47,000 $2.7M
Concourse Financial Group Securities, Inc. 0.16% Reduce -48.8% 46,899 $2.7M
Pinnacle Associates Ltd. 0.05% Add +5.6% 53,202 $2.7M
SOL Capital Management CO 0.30% Reduce -6.0% 46,743 $2.7M
First United Bank & Trust 0.96% Add +18.0% 46,690 $2.7M
Macquarie Group Ltd. 0.00% Reduce -71.1% 46,632 $2.7M
Rf&l Wealth Management, LLC 1.89% Add +3.1% 46,462 $2.7M
Vise Technologies, Inc. 0.34% Reduce -3.0% 46,055 $2.6M
Transcend Capital Advisors, LLC 0.18% Reduce -20.1% 45,981 $2.6M
TSA Wealth Managment LLC 1.06% Reduce -26.8% 45,975 $2.6M
Centaurus Financial, Inc. 0.17% Reduce -5.2% 45,958 $2.6M
BluePointe Capital Management, LLC 1.70% Reduce -3.7% 45,668 $2.6M
TRUE Private Wealth Advisors 0.31% Reduce -2.1% 45,654 $2.6M
Mosley Wealth Management 1.77% Add +6.6% 45,607 $2.6M
Wilmington Savings Fund Society, FSB 0.05% Add +148.4% 45,276 $2.6M
Fifth Third Securities, Inc. 0.25% Reduce -7.2% 45,217 $2.6M
AA Financial Advisors, LLC 0.73% Add +12.9% 43,850 $2.5M
Baron Financial Group, LLC 1.54% Reduce -1.3% 43,823 $2.5M
WCG Wealth Advisors LLC 0.17% Reduce -27.5% 43,482 $2.5M
First Horizon Advisors, Inc. 0.07% Reduce -34.3% 43,158 $2.5M
Sepio Capital, LP 0.19% Reduce -2.2% 42,967 $2.5M
D.A. Davidson & Co. 0.02% Add +2.0% 42,777 $2.5M
Balentine LLC 0.10% Reduce -3.5% 42,742 $2.5M
CIBC Private Wealth Group LLC 0.00% Reduce -20.2% 42,727 $2.5M
Bay Harbor Wealth Management, LLC 0.80% Reduce -29.6% 42,620 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.33% Reduce -6.8% 42,306 $2.4M
Cordant, Inc. 1.23% Reduce -2.9% 41,751 $2.4M
Wealthstream Advisors, Inc. 0.43% Reduce -0.7% 41,383 $2.4M
Wealth Dimensions Group, Ltd. 0.60% Reduce -0.8% 41,295 $2.4M
Darrow Company, Inc. 1.38% Reduce -0.1% 41,263 $2.4M
Moneco Advisors, LLC 0.29% Add +0.6% 40,929 $2.3M
Continental Advisors LLC 1.73% No change 40,800 $2.3M
LJI Wealth Management, LLC 0.48% Reduce -1.0% 40,569 $2.3M
Capital Investment Advisory Services, LLC 0.22% Reduce -1.3% 40,368 $2.3M
SlateStone Wealth, LLC 0.21% Add +33.3% 40,140 $2.3M
Merkkuri Wealth Advisors LLC 1.82% Add +0.0% 40,127 $2.3M
Compagnie Lombard Odier SCmA 0.04% Add +3.6% 40,011 $2.3M
Regal Investment Advisors LLC 0.16% Reduce -21.1% 39,992 $2.3M
Heritage Family Offices, LLP 1.18% Reduce -7.1% 39,937 $2.3M
Sandy Spring Bank 0.09% Add +7.2% 39,930 $2.3M
Headinvest, LLC 0.42% Add +10.1% 39,875 $2.3M
Legacy Private Trust Co. 0.15% Reduce -17.3% 39,816 $2.3M
Axiom Advisory, LLC 0.02% Add +2.1% 42,176 $2.3M
Keebeck Wealth Management 0.33% Reduce -31.3% 39,749 $2.3M
Minot Capital, LP 0.64% No change 39,620 $2.3M
Modern Wealth Management, LLC 0.14% Add +19.3% 39,616 $2.3M
4Thought Financial Group Inc. 1.40% Reduce -10.5% 39,419 $2.3M
Graypoint LLC 0.14% Reduce -1.8% 39,362 $2.3M
True Vision MN LLC 1.35% Reduce -30.9% 39,351 $2.3M
Richardson Financial Services Inc. 1.43% Add +2.0% 41,894 $2.2M
Bryn Mawr Trust Advisors, LLC 0.12% Reduce -8.9% 39,079 $2.2M
Orrstown Financial Services Inc. 0.66% Add +14.6% 39,052 $2.2M
Y-Intercept (Hong Kong) Ltd 0.14% New 39,025 $2.2M
Red Tortoise LLC 1.13% Reduce -0.4% 38,983 $2.2M
Hilltop Holdings Inc. 0.15% Reduce -11.3% 38,863 $2.2M
Private Trust Co. NA 0.22% Add +1.2% 38,732 $2.2M
Cibc World Market Inc. 0.01% Add +107.4% 38,673 $2.2M
Focus Financial Network, Inc. 0.09% Reduce -27.8% 38,211 $2.2M
Rwa Wealth Partners, LLC 0.03% Reduce -79.7% 37,927 $2.2M
Callan Family Office, LLC 0.36% Add +19.0% 37,832 $2.2M
Arkadios Wealth Advisors 0.12% Add +8.1% 37,781 $2.2M
Apella Capital, LLC 0.09% Reduce -5.3% 36,888 $2.2M
Strategic Financial Planning, Inc. 1.43% Reduce -0.9% 37,752 $2.2M
1900 Wealth Management LLC 0.18% Add +3.2% 37,378 $2.1M
Okabena Investment Services Inc. 0.60% Add +27.3% 37,290 $2.1M
JGP Wealth Management, LLC 0.28% Add +10.7% 37,273 $2.1M
Freestone Capital Holdings, LLC 0.07% Add +9.5% 37,226 $2.1M
Florida Trust Wealth Management Co 0.07% Add +129.5% 37,043 $2.1M
One Day In July LLC 0.24% Add +1.4% 36,829 $2.1M
BCGM Wealth Management, LLC 0.68% Reduce -0.4% 36,715 $2.1M
Thrive Wealth Management, LLC 0.38% Add +5.4% 36,507 $2.1M
Advus Financial Partners, LLC 0.60% Reduce -6.1% 36,504 $2.1M
Cypress Wealth Services, LLC 0.43% Reduce -17.9% 36,428 $2.1M
LVZ, Inc. 0.27% Reduce -8.8% 36,198 $2.1M
BlueSky Wealth Advisors, LLC 0.32% Reduce -1.2% 36,000 $2.1M
Prospera Financial Services Inc 0.05% Reduce -13.7% 35,737 $2.1M
AtlasMark Financial, Inc 1.91% — 35,711 $2.1M
Van Cleef Asset Management,Inc 0.23% Add +3.6% 35,387 $2.0M
CoreCap Advisors, LLC 0.09% Add +2.1% 34,829 $2.0M
CreativeOne Wealth, LLC 0.07% Add +33.8% 34,762 $2.0M
Fiduciary Group, LLC 0.20% Reduce -2.2% 34,497 $2.0M
KMG Fiduciary Partners, LLC 0.17% Add +0.2% 34,339 $2.0M
Pinnacle Financial Partners Inc 0.04% Add +2.5% 34,332 $2.0M
Topel & Distasi Wealth Management, LLC 0.80% Add +49.7% 33,818 $1.9M
Shufro Rose & Co. LLC 0.16% No change 36,224 $1.9M
DDFG, Inc 0.55% Add +37.6% 33,764 $1.9M
SOA Wealth Advisors, LLC. 0.37% Add +0.3% 33,744 $1.9M
HB Wealth Management, LLC 0.02% Reduce -47.5% 33,278 $1.9M
US Financial Advisors, LLC 0.59% Add +0.3% 33,167 $1.9M
Great Valley Advisor Group, Inc. 0.05% Add +27.3% 33,038 $1.9M
Verus Capital Partners, LLC 0.19% Reduce -28.7% 33,029 $1.9M
High Net Worth Advisory Group LLC 0.53% Add +2.7% 32,823 $1.9M
Legacy PCG, LLC 1.31% Reduce -0.4% 32,035 $1.8M
Ascent Group, LLC 0.14% Reduce -8.7% 31,964 $1.8M
Islay Capital Management, LLC 1.24% Add +1.7% 31,886 $1.8M
Smartleaf Asset Management LLC 0.22% Add +981.6% 31,411 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.56% Add +56.8% 31,817 $1.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -15.9% 26,754 $1.8M
Spinnaker Trust 0.11% No change 31,212 $1.8M
Hoxton Planning & Management, LLC 0.69% Reduce -9.6% 31,145 $1.8M
Fidelis Capital Partners, LLC 0.21% Add +60.8% 31,550 $1.8M
Signal Advisors Wealth, LLC 0.26% New 31,034 $1.8M
Parcion Private Wealth LLC 0.15% Reduce -5.0% 30,892 $1.8M
Argent Financial Group, Inc. 0.21% — 30,796 $1.8M
Parkside Financial Bank & Trust 0.25% Add +16.8% 30,760 $1.8M
Federated Hermes, Inc. 0.00% Reduce -48.1% 30,700 $1.8M
Capital Asset Advisory Services LLC 0.09% Add +13.3% 30,595 $1.8M
Venture Visionary Partners LLC 0.08% Reduce -41.7% 30,693 $1.8M
SpiderRock Advisors, LLC 0.04% New 30,653 $1.8M
Claro Advisors Inc. 0.23% Add +1.0% 30,558 $1.8M
Marks Group Wealth Management, Inc 0.17% Reduce -54.0% 30,546 $1.8M
Occidental Asset Management, LLC 0.28% Reduce -6.5% 30,525 $1.8M
Gryphon Financial Partners LLC 0.24% Add +20.9% 30,466 $1.7M
Jaffetilchin Investment Partners, LLC 0.13% Add +0.6% 30,388 $1.7M
Carrera Capital Advisors 0.43% Add +4.6% 30,385 $1.7M
Annapolis Financial Services, LLC 0.52% Reduce -0.3% 30,317 $1.7M
SC&H Financial Advisors, Inc. 0.38% Reduce -0.6% 30,273 $1.7M
Moody National Bank Trust Division 0.19% No change 30,255 $1.7M
BCS Wealth Management 0.73% Add +11.9% 30,064 $1.7M
Tobias Financial Advisors, Inc. 0.35% Add +8.9% 30,007 $1.7M
Squire Investment Management Company, LLC 0.82% Reduce -0.5% 29,923 $1.7M
Continuum Advisory, LLC 0.22% Add +8.3% 31,836 $1.7M
Stokes Family Office, LLC 0.19% Reduce -3.0% 29,760 $1.7M
Sabal Trust CO 0.09% Add +0.3% 29,696 $1.7M
Lanark Financial, Inc. 0.14% Add +5.5% 29,688 $1.7M
Hart & Patterson Financial Group LLC 0.81% Add +142.6% 29,651 $1.7M
Chesley Taft & Associates LLC 0.08% Reduce -1.3% 29,600 $1.7M
Weil Company, Inc. 0.56% Add +20.4% 29,494 $1.7M
Lane & Associates LLC 0.91% Reduce -49.2% 29,266 $1.7M
Busey Bank 0.05% Add +21.7% 29,241 $1.7M
Ewa, LLC 0.60% Add +2.0% 31,083 $1.7M
Mma Asset Management LLC 0.45% Add +99.6% 31,797 $1.7M
Rathbones Group PLC 0.01% Add +4.5% 28,793 $1.7M
Aspect Partners, LLC 0.93% Reduce -19.6% 28,768 $1.7M
Elevation Point Wealth Partners, LLC 0.16% Reduce -32.6% 28,550 $1.6M
Wade Financial Advisory, Inc 0.55% Reduce -2.3% 28,521 $1.6M
Brophy Wealth Management, LLC 0.58% — 28,380 $1.6M
TFO Wealth Partners, LLC 0.30% Add +0.2% 28,296 $1.6M
Chicago Partners Investment Group LLC 0.06% Add +4.4% 28,741 $1.6M
3EDGE Asset Management, LP 0.11% Add +6.5% 28,182 $1.6M
Auxano Advisors, LLC 0.42% No change 28,141 $1.6M
Larson Financial Group LLC 0.09% Reduce -6.8% 27,829 $1.6M
Bleakley Financial Group, LLC 0.05% Reduce -8.2% 27,736 $1.6M
Emprise Bank 0.91% Add +24.4% 27,381 $1.6M
JMG Financial Group, Ltd. 0.05% Reduce -0.5% 27,257 $1.6M
Arcus Capital Partners, LLC 0.57% Reduce -1.8% 27,246 $1.6M
Harbour Investments, Inc. 0.05% Reduce -21.7% 27,240 $1.6M
Client 1ST Advisory Group, LLC 0.62% Reduce -10.1% 27,165 $1.6M
Valmark Advisers, Inc. 0.02% Add +52.5% 27,138 $1.6M
FFG Retirement Advisors LLC 1.01% Add +115.8% 27,026 $1.6M
Firethorn Wealth Partners, LLC 0.79% Reduce -20.5% 26,990 $1.5M
Legacy Advisors, LLC 0.17% New 26,853 $1.5M
Verdence Capital Advisors LLC 0.12% Reduce -5.7% 26,823 $1.5M
Pineridge Advisors LLC 0.58% Add +3.5% 26,630 $1.5M
Eight 31 Financial, LLC 1.19% Add +7.5% 26,606 $1.5M
Tolleson Wealth Management, Inc. 0.29% Add +1.3% 26,598 $1.5M
Concorde Asset Management, LLC 0.86% Add +6.6% 26,512 $1.5M
Nilsine Partners, LLC 0.20% Add +2.4% 26,470 $1.5M
Diversified Portfolios, Inc. 0.16% Add +9.7% 26,433 $1.5M
Cook Wealth, LLC 0.76% Reduce -0.9% 27,012 $1.5M
Calamos Wealth Management LLC 0.08% Add +7.4% 26,177 $1.5M
Seldon Capital LP 0.84% No change 26,019 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.15% New 26,017 $1.5M
Spectrum Planning & Advisory Services Inc. 1.43% Reduce -35.8% 25,915 $1.5M
Rothschild & Co Wealth Management UK Ltd 0.02% Reduce -30.9% 25,614 $1.5M
Westwood Holdings Group Inc. 0.01% Add +16.4% 25,584 $1.5M
Diversified, LLC 0.16% Add +21.4% 25,421 $1.5M
Diversified Enterprises, LLC 0.16% — 25,421 $1.5M
Rothschild Wealth LLC 0.43% Reduce -91.7% 8,686 $1.5M
Liberty Wealth Management LLC 0.25% Reduce -74.4% 25,252 $1.4M
Garde Capital, Inc. 0.10% Reduce -2.8% 25,174 $1.4M
Family Investment Center, Inc. 0.36% Reduce -6.9% 25,144 $1.4M
Keystone Financial Group 0.18% New 24,969 $1.4M
Twin Peaks Wealth Advisors, LLC 0.66% Reduce -22.7% 24,748 $1.4M
Rossmore Private Capital 0.17% Reduce -16.0% 24,576 $1.4M
American State Bank (Iowa) 0.86% No change 24,551 $1.4M
Roble, Belko & Company, Inc 0.22% No change 24,530 $1.4M
Watershed Private Wealth LLC 0.56% Add +1.1% 24,524 $1.4M
Moors & Cabot, Inc. 0.07% Reduce -4.8% 24,400 $1.4M
Maripau Wealth Management LLC 1.21% Reduce -28.9% 24,326 $1.4M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.4% 24,167 $1.4M
Axos Invest Inc. 0.95% — 24,146 $1.4M
Wooster Corthell Wealth Management, Inc. 0.29% Reduce -0.1% 24,092 $1.4M
MMBG Investment Advisors Co. 0.14% Add +70.5% 23,787 $1.4M
WealthCare Investment Partners, LLC 0.60% Add +5.2% 23,112 $1.4M
Shared Vision Wealth Group LLC 0.72% Reduce -35.0% 23,576 $1.4M
RFG Advisory, LLC 0.04% Reduce -51.5% 23,491 $1.3M
Renasant Bank 0.88% Reduce -23.0% 23,419 $1.3M
Ancora Advisors LLC 0.03% Reduce -11.2% 23,416 $1.3M
Aveo Capital Partners, LLC 0.14% Reduce -3.2% 23,210 $1.3M
Waldron Private Wealth LLC 0.06% Reduce -3.7% 23,202 $1.3M
Newman Dignan & Sheerar, Inc. 0.32% Reduce -22.1% 23,512 $1.3M
Ade, LLC 0.81% Add +0.5% 23,055 $1.3M
Evercore Wealth Management, LLC 0.02% No change 22,793 $1.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Add +6.3% 22,602 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Reduce -21.5% 22,500 $1.3M
Tocqueville Asset Management L.P. 0.02% No change 22,449 $1.3M
Aletheian Wealth Advisors LLC 0.75% Reduce -4.3% 22,382 $1.3M
Tranquility Partners, LLC 0.47% Add +3.2% 22,379 $1.3M
Sensible Money, LLC 0.55% Reduce -1.3% 22,115 $1.3M
Tradition Wealth Management, LLC 0.11% Reduce -41.8% 22,001 $1.3M
LPWM LLC 0.41% Add +2.2% 21,676 $1.3M
Boyd Wealth Management, LLC 0.63% Reduce -3.1% 21,811 $1.3M
Autumn Glory Partners, LLC 0.48% Add +100.0% 21,750 $1.2M
Cornerstone Advisory, LLC 0.16% Add +1.8% 21,718 $1.2M
Meridian Wealth Management, LLC 0.06% Add +7.6% 21,629 $1.2M
Cedrus LLC 0.46% New 21,496 $1.2M
Quantinno Capital Management LP 0.02% Reduce -1.7% 21,494 $1.2M
Massachusetts Financial Services Co. 0.00% Add +5.9% 21,453 $1.2M
Private Portfolio Partners LLC 0.23% Add +0.5% 21,347 $1.2M
Argent Advisors, Inc. 0.46% Reduce -2.3% 21,339 $1.2M
Fragasso Financial Advisors Inc 0.09% Reduce -9.2% 21,192 $1.2M
Northeast Financial Consultants Inc 0.05% Add +146.4% 21,006 $1.2M
PFG Investments, LLC 0.08% Add +136.5% 20,974 $1.2M
Gateway Wealth Partners, LLC 0.33% Reduce -27.8% 20,953 $1.2M
Soltis Investment Advisors LLC 0.12% Add +2.3% 20,818 $1.2M
Garrison Point Advisors, LLC 0.73% Add +1.7% 20,673 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +2.6% 20,591 $1.2M
World Investment Advisors 0.04% Add +5.9% 20,468 $1.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.29% Add +0.7% 20,395 $1.2M
Armstrong, Fleming & Moore, Inc 0.68% Reduce -8.3% 20,379 $1.2M
Conservest Capital Advisors, Inc. 0.12% No change 22,649 $1.2M
LifePlan Investment Advisors, Inc. 0.75% Reduce -6.4% 20,339 $1.2M
Wellington Wealth Strategies, LLC. 0.88% New 20,942 $1.2M
KPP Advisory Services LLC 0.28% Reduce -1.2% 20,252 $1.2M
Evermay Wealth Management LLC 0.19% Reduce -8.2% 20,200 $1.2M
Confluence Wealth Services, Inc. 0.08% Reduce -0.9% 20,183 $1.2M
Level Four Advisory Services, LLC 0.05% Add +15.4% 20,687 $1.2M
Mosaic Family Wealth Partners, LLC 0.17% Add +0.9% 19,953 $1.1M
Warwick Investment Management, Inc. 0.27% Add +0.9% 19,902 $1.1M
Private Capital Management LLC 0.21% Reduce -38.9% 19,864 $1.1M
Wick Capital Partners, LLC 0.37% Reduce -8.3% 13,528 $1.1M
TAGStone Capital, Inc. 0.58% Reduce -0.7% 19,779 $1.1M
MSH Capital Advisors LLC 0.35% Reduce -4.1% 19,761 $1.1M
Wedbush Securities Inc. 0.04% Add +12.4% 19,696 $1.1M
Morris Financial Concepts, Inc. 0.48% Add +38.8% 19,578 $1.1M
Strong Tower Advisory Services 0.31% New 19,576 $1.1M
Darden Wealth Group Inc 0.81% Reduce -1.6% 19,563 $1.1M
Hillcrest Wealth Advisors - NY, LLC 0.56% Add +9.9% 19,563 $1.1M
Lantz Financial LLC 0.30% Reduce -23.1% 19,539 $1.1M
Charles Schwab Trust Co 0.10% Reduce -6.4% 19,432 $1.1M
Scissortail Wealth Management, LLC 0.27% Reduce -97.8% 405 $1.1M
Bailard, Inc. 0.03% Add +2.3% 19,327 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -64.8% 19,229 $1.1M
Blankinship & Foster, LLC 0.27% No change 19,200 $1.1M
Values Added Financial LLC 0.69% Reduce -0.3% 19,171 $1.1M
Legacy Bridge, LLC 0.59% Add +2.2% 19,151 $1.1M
Stelac Advisory Services LLC 0.44% No change 19,012 $1.1M
Cahill Financial Advisors Inc. 0.15% Add +72.8% 18,991 $1.1M
Centurion Wealth Management LLC 0.35% — 18,981 $1.1M
Hobbs Group Advisors, LLC 0.39% Add +3.5% 18,961 $1.1M
Lauterbach Financial Advisors, LLC 0.66% Reduce -15.0% 18,925 $1.1M
Baker Boyer National Bank 0.36% Reduce -4.5% 18,915 $1.1M
Perennial Investment Advisors, LLC 0.14% Reduce -27.1% 18,899 $1.1M
Vanguard Group Inc. 0.00% Add +12.0% 18,897 $1.1M
Petix & Botte Co 0.29% Reduce -20.2% 18,720 $1.1M
AQR Capital Management 0.00% New 18,648 $1.1M
Center For Asset Management LLC 0.64% Add +21.9% 18,563 $1.1M
Tillman Hartley LLC 0.32% Reduce -0.1% 18,548 $1.1M
Kings Path Partners LLC 0.44% Add +1.8% 18,433 $1.1M
Flagstar Securities, Inc. 0.27% Add +5.7% 18,293 $1.1M
Firestone Capital Management 0.26% Reduce -5.9% 18,272 $1.0M
MV Capital Management, Inc. 0.11% Add +7.9% 18,260 $1.0M
Schroder Investment Management Group 0.00% Reduce -5.8% 17,917 $1.0M
VanderPol Investments L.L.C. 2.31% Add +10.7% 18,023 $1.0M
Abacus Planning Group, Inc. 0.18% Add +2.1% 18,016 $1.0M
Madison Wealth Partners, Inc 0.31% Reduce -0.1% 18,001 $1.0M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +10.6% 17,947 $1.0M
Keyes, Stange & Wooten Wealth Management, LLC 0.61% Reduce -2.5% 17,934 $1.0M
C2C Wealth Management, LLC 0.96% Add +0.8% 18,495 $1.0M
Geometric Wealth Advisors 0.19% Reduce -2.8% 17,903 $1.0M
Northwest Bancshares, Inc. 0.17% Reduce -0.1% 17,771 $1.0M
TPG Financial Advisors, LLC 0.46% Add +5.9% 17,763 $1.0M
Providence Capital Advisors, LLC 0.20% Add +3.1% 17,761 $1.0M
Bruce G. Allen Investments, LLC 0.79% Reduce -0.6% 17,756 $1.0M
Five Oceans Advisors 0.49% Add +10.5% 17,739 $1.0M
Prudential PLC 0.01% Reduce -69.6% 17,420 $1.0M
Lodestar Private Asset Management LLC 0.13% Add +13.1% 17,400 $999K
William Howard & Co Financial Advisors Inc 0.85% Add +1.1% 17,333 $996K
CFO4Life Group, LLC 0.18% Add +4.8% 17,266 $991K
Cohen Capital Management, Inc. 0.16% No change 17,220 $989K
Bigelow Investment Advisors, LLC 0.44% Add +2.2% 17,106 $982K
Martin Currie Ltd. 0.03% Add +313.1% 17,026 $981K
BNP Paribas Financial Markets 0.00% Reduce -1.7% 16,956 $973K
Sand Hill Global Advisors, LLC 0.04% Add +0.0% 16,949 $973K
Blue Fin Capital, Inc. 0.18% Add +7.0% 16,759 $962K
Gen-Wealth Partners Inc 0.42% Reduce -39.1% 17,158 $959K
Argonautica Private Wealth Management, Inc. 0.32% Add +8.2% 16,690 $958K
Redmont Wealth Advisors LLC 1.49% No change 16,647 $956K
Regimen Wealth, LLC 0.31% Reduce -1.8% 16,633 $955K
WealthPLAN Partners, LLC 0.13% Reduce -94.3% 16,625 $954K
Cynosure Group, LLC 0.14% Add +17.8% 16,589 $952K
Bahl & Gaynor LLC 0.00% Reduce -15.0% 16,582 $952K
Cornerstone Partners Capital Management, LLC 1.87% Reduce -93.3% 16,549 $950K
Kingswood Wealth Advisors, LLC 0.07% Add +51.6% 16,527 $949K
Essex Bank 0.24% Reduce -0.6% 16,521 $948K
Amundi 0.00% Reduce -21.6% 16,440 $947K
Financial Partners Group, Inc 0.14% Add +2.6% 16,379 $940K
Lee Financial Co 0.13% Add +0.5% 16,284 $935K
Evanson Asset Management, LLC 0.07% No change 16,265 $934K
Roundview Capital LLC 0.07% Add +2.1% 16,231 $932K
Pine Valley Investments Ltd Liability Co 0.06% Add +0.4% 16,013 $919K
Greystone Financial Group, LLC 0.16% New 15,979 $917K
Diversified Trust Co. 0.02% Reduce -9.9% 15,950 $916K
Summit Wealth Partners, LLC 0.17% Reduce -1.1% 15,797 $907K
Lido Advisors, LLC 0.01% Reduce -2.7% 15,705 $902K
Sovereign Financial Group, Inc. 0.21% Reduce -37.5% 15,566 $894K
Jacobi Capital Management LLC 0.07% Add +76.0% 15,533 $892K
Upper Left Wealth Management, LLC 0.78% Add +2.5% 16,330 $889K
Flagship Harbor Advisors, LLC 0.05% Add +0.2% 15,480 $889K
Goldstein Advisors, LLC 0.14% Add +12.9% 15,465 $888K
Tudor Financial Inc. 0.54% — 15,399 $884K
DAVENPORT & Co LLC 0.01% Reduce -5.1% 15,364 $882K
tru Independence LLC 0.26% Add +10.9% 15,356 $882K
Strategy Asset Managers LLC 0.17% New 15,289 $878K
My Legacy Advisors, LLC 0.35% Reduce -62.9% 15,268 $877K
FineMark National Bank & Trust 0.03% Reduce -0.2% 15,201 $873K
Aspen Investment Management Inc 0.41% Reduce -2.0% 15,190 $872K
Colton Groome Financial Advisors, LLC 0.32% Reduce -0.3% 15,039 $863K
F/m Investments LLC 0.03% No change 15,033 $863K
Maxwell Wealth Strategies Inc. 0.37% Reduce -23.1% 15,209 $862K
Howe & Rusling Inc. 0.07% Reduce -5.7% 15,001 $861K
Nicolet Bankshares Inc. 0.17% Reduce -4.0% 14,956 $859K
Eagle Strategies LLC 0.15% Add +7.8% 14,884 $854K
Cherry Tree Wealth Management, LLC 0.20% Reduce -12.2% 14,831 $851K
First County Bank 0.42% Add +76.8% 14,773 $848K
Everhart Financial Group, Inc. 0.19% Add +97.1% 14,714 $845K
Tiemann Investment Advisors, LLC 0.36% Reduce -9.6% 14,688 $843K
Montecito Bank & Trust 0.14% Reduce -1.9% 14,686 $843K
Colonial Trust Co / SC 0.13% Reduce -0.6% 14,676 $843K
CVA Family Office, LLC 0.14% Reduce -15.3% 14,638 $840K
Bangor Savings Bank 0.08% Add +24.2% 14,602 $838K
Solstein Capital, LLC 0.44% New 14,580 $837K
StoneX Group Inc. 0.06% Add +19.4% 14,513 $833K
Mainstream Capital Management LLC 0.71% — 14,501 $833K
CX Institutional 0.04% Reduce -1.4% 14,415 $828K
Canandaigua National Bank & Trust Co. 0.08% New 14,353 $824K
PFG Advisors 0.05% Reduce -1.1% 14,331 $823K
Cypress Capital Group 0.09% Reduce -3.3% 14,316 $822K
Hexagon Capital Partners LLC 0.16% Reduce -1.6% 14,205 $816K
Cambridge Financial Group, LLC 0.34% Reduce -10.3% 14,191 $815K
Cornerstone Wealth Management, LLC 0.06% Reduce -0.7% 14,135 $812K
St. Louis Trust Co 0.11% No change 14,115 $810K
Agf Management Ltd. 0.00% No change 14,090 $809K
Sapient Capital LLC 0.02% Add +121.9% 14,084 $809K
National Wealth Management Group, LLC 0.54% Add +7.5% 13,979 $803K
Elevated Capital Advisors, LLC 0.21% Reduce -4.7% 13,895 $798K
Naples Global Advisors, LLC 0.07% Reduce -3.2% 13,882 $797K
Kraft Asset Management, LLC 0.62% No change 13,873 $796K
Cooper Financial Group 0.10% Add +10.2% 13,842 $795K
Magnolia Capital Advisors LLC 0.40% Reduce -4.1% 13,816 $793K
Accurate Wealth Management, LLC 0.16% Add +127.0% 14,034 $792K
United Advisor Group, LLC 0.18% Add +216.1% 13,710 $787K
Amara Financial, Llc. 0.75% — 13,703 $787K
Net Worth Advisory Group 0.23% — 13,689 $786K
Vertex Planning Partners, LLC 0.19% Reduce -31.3% 13,687 $786K
Lloyd Advisory Services, LLC. 0.38% Reduce -2.9% 13,599 $781K
Haverford Financial Services, Inc. 0.22% No change 13,590 $780K
Clear Investment Research, LLC 1.01% Reduce -63.2% 13,581 $780K
Clearview Wealth Advisors LLC 0.60% Add +97.8% 13,557 $778K
Cyndeo Wealth Partners, LLC 0.05% Add +3.9% 13,535 $777K
JNBA Financial Advisors 0.08% Reduce -0.3% 13,508 $775K
Peirce Capital Management, LLC 0.39% Reduce -2.3% 13,505 $775K
Hemington Wealth Management 0.21% Add +21.8% 13,922 $774K
Maryland Capital Advisors Inc. 0.38% Reduce -4.4% 13,463 $773K
Koshinski Asset Management, Inc. 0.07% Reduce -8.3% 13,440 $772K
GeoWealth Management, LLC 0.03% Reduce -18.1% 13,411 $770K
MAS Advisors LLC 1.64% No change 13,370 $768K
Theory Financial LLC 0.34% Reduce -34.6% 13,781 $766K
Sound View Wealth Advisors Group, LLC 0.06% Add +8.0% 13,318 $765K
Vista Investment Management 0.29% Reduce -1.9% 13,303 $764K
Visionary Wealth Advisors 0.05% Add +2.6% 13,270 $762K
Peterson Wealth Services 0.24% Reduce -7.2% 13,253 $761K
Arrowroot Family Office, LLC 0.44% Reduce -1.9% 13,227 $759K
SG Americas Securities, LLC 0.00% Add +55.8% 13,201 $758K
Kennebec Savings Bank 0.75% — 13,201 $758K
Coppell Advisory Solutions LLC 0.11% Add +36.3% 12,995 $757K
Canvas Wealth Advisors, LLC 0.21% Add +11.1% 13,127 $754K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Add +29.8% 13,089 $751K
Laird Norton Wetherby Trust Company, LLC 0.10% New 13,025 $748K
UNIVEST FINANCIAL Corp 0.05% New 12,907 $741K
West Wealth Group, LLC 0.24% Reduce -18.0% 12,870 $739K
ICONIQ Capital, LLC 0.02% Add +83.5% 12,867 $739K
MorganRosel Wealth Management, LLC 0.24% Add +1.7% 12,761 $733K
Pinnacle Bancorp, Inc. 0.19% Add +22.6% 12,670 $727K
Parsons Capital Management Inc. 0.05% Add +2.6% 12,662 $727K
New Republic Capital, LLC 0.41% Reduce -39.0% 12,552 $721K
Realta Investment Advisors 0.33% Reduce -64.0% 12,471 $719K
Compton Financial Group, LLC 0.22% Reduce -3.2% 12,496 $717K
DBK Financial Counsel, LLC 0.72% No change 12,447 $715K
TruNorth Capital Management, LLC 0.21% Add +1.2% 12,437 $714K
Black Cypress Capital Management, LLC 0.64% Reduce -3.8% 12,416 $713K
CWS Financial Advisors, LLC 0.25% No change 12,349 $709K
Savvy Advisors, Inc. 0.14% Reduce -80.1% 12,338 $708K
Triad Wealth Partners, LLC 0.38% Add +3306.9% 12,333 $708K
Arcadia Wealth Management, LLC 0.37% Reduce -1.4% 12,332 $708K
Meeder Asset Management Inc. 0.05% No change 12,312 $707K
M Holdings Securities, Inc. 0.18% Reduce -34.7% 12,283 $705K
BIP Wealth, LLC 0.05% Add +97.8% 12,125 $696K
JDM Financial Group LLC 0.38% Reduce -34.0% 12,053 $692K
International Assets Investment Management, LLC 0.06% Reduce -13.5% 12,011 $690K
Lombard Odier Asset Management (Switzerland) SA 0.06% Reduce -1.7% 12,011 $690K
Trueblood Wealth Management, LLC 0.35% Add +39.7% 11,997 $689K
BOK Financial Private Wealth, Inc. 0.05% Reduce -2.6% 11,960 $687K
Cornell Pochily Investment Advisors, Inc. 0.24% Reduce -0.8% 11,960 $687K
Frank, Rimerman Advisors LLC 0.05% No change 11,944 $686K
Davidson Trust Co. 0.35% Add +0.9% 11,917 $684K
Patron Partners, LLC 0.38% Reduce -23.7% 11,833 $679K
Verum Partners LLC 0.20% Reduce -5.6% 11,816 $678K
Flputnam Investment Management Co. 0.01% Reduce -10.9% 11,805 $678K
Angeles Investment Advisors, LLC 0.03% No change 11,800 $677K
CENTRAL TRUST Co 0.02% Reduce -2.1% 11,787 $677K
Townsend Asset Management Corp. /NC/ 0.25% No change 11,776 $676K
VERITY Wealth Advisors 0.47% Reduce -0.8% 11,743 $674K
Howard Financial Services, LTD. 0.10% No change 11,718 $673K
Empirical Asset Management, LLC 0.24% Reduce -0.8% 11,705 $672K
Allen Capital Group, LLC 0.09% Reduce -1.7% 11,688 $671K
Mgo One Seven LLC 0.03% Reduce -5.2% 11,650 $669K
Tompkins Financial Corp. 0.06% Reduce -0.2% 11,599 $666K
ETF Portfolio Partners, Inc. 0.20% Reduce -2.3% 11,558 $664K
Veracity Capital LLC 0.25% Add +0.9% 11,515 $661K
Sachetta, LLC 0.26% Reduce -3.1% 11,515 $661K
Cornerstone Advisors Asset Management, LLC 0.15% Add +0.5% 11,486 $659K
Charter Oak Capital Management, LLC 0.06% Reduce -10.4% 11,464 $658K
Philadelphia Trust Co. 0.05% Add +14.4% 11,418 $656K
First Bank & Trust 0.12% Reduce -0.8% 11,392 $654K
Peterson Financial Group, Inc. 2.50% Reduce -7.6% 11,332 $651K
VCI Wealth Management LLC 0.29% Reduce -17.0% 11,296 $648K
Plum Street Advisors, LLC 0.33% No change 11,287 $648K
Williams & Novak, LLC 0.60% Reduce -4.0% 11,136 $639K
Capital Advisors, Ltd. LLC 0.08% Reduce -6.2% 11,124 $639K
Lantern Wealth Advisors, LLC 0.44% Add +11.1% 11,082 $636K
Truepoint, Inc. 0.02% Add +3.3% 11,064 $635K
Summit Trail Advisors, LLC 0.02% Add +60.9% 11,036 $634K
Washington Trust Advisors, Inc. 0.05% Add +0.1% 11,013 $632K
Phillips Financial Management, LLC 0.05% Reduce -1.7% 10,926 $627K
Key Financial Inc 0.14% No change 10,923 $627K
RCS Financial Planning, LLC 0.35% Reduce -36.0% 10,893 $625K
Tufton Capital Management 0.12% Add +11.3% 10,844 $623K
Palisade Asset Management, LLC 0.06% Reduce -3.1% 10,828 $622K
FFT Wealth Management LLC 0.05% No change 10,735 $616K
Index Fund Advisors, Inc. 0.03% Reduce -7.5% 10,646 $611K
Bush Investment Group, LLC 0.49% Reduce -38.7% 10,645 $611K
Strategies Wealth Advisors, LLC 0.08% Reduce -7.0% 10,632 $610K
Pathway Financial Advisors LLC 0.16% Add +140.1% 10,536 $605K
Human Investing LLC 0.11% Add +8.4% 10,466 $601K
Ameritas Advisory Services, LLC 0.03% Reduce -1.1% 10,463 $601K
Stevens Capital Partners 0.29% Add +8.7% 10,437 $599K
SYM FINANCIAL Corp 0.08% No change 10,429 $599K
Operose Advisors LLC 0.19% Add +7.5% 10,358 $595K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.4% 10,342 $594K
Higgins & Schmidt Wealth Strategies LLC 0.38% Add +0.6% 10,304 $592K
Hassell Wealth Management, LLC 0.25% Add +0.5% 10,609 $590K
Commonwealth Retirement Investments LLC 0.25% Reduce -30.7% 10,269 $590K
Hills Bank & Trust Co 0.04% Add +0.9% 10,261 $589K
Lake Street Private Wealth, LLC 0.10% Reduce -44.2% 10,258 $589K
Sage Financial Group Inc. 0.05% Reduce -0.9% 10,197 $585K
Curi Capital, LLC 0.01% Reduce -4.1% 10,185 $585K
Copperleaf Capital, LLC 0.45% Add +5.5% 10,185 $585K
McAdam, LLC 0.03% Reduce -10.2% 10,160 $583K
Vontobel Holding Ltd. 0.00% Reduce -40.1% 10,150 $583K
Moss Adams Wealth Advisors LLC 0.06% Add +23.6% 10,127 $581K
Fulton Bank, N.A. 0.02% Add +50.8% 10,111 $580K
McNamara Financial Services, Inc. 0.11% Reduce -2.4% 9,981 $573K
LGL Partners, LLC 0.08% No change 9,957 $572K
Trilogy Capital Inc. 0.03% Reduce -19.4% 9,912 $569K
REAP Financial Group, LLC 0.14% Reduce -20.4% 9,901 $568K
Carolinas Wealth Consulting LLC 0.10% Reduce -1.2% 9,883 $567K
Valley Forge Investment Consultants Inc. Adv 0.20% Add +4.0% 9,869 $567K
Elios Financial Group Inc. 0.26% — 9,701 $557K
Arkansas Financial Group, Inc. 0.09% Reduce -0.5% 9,697 $557K
First Heartland Consultants, Inc. 0.06% Reduce -12.3% 9,623 $552K
CGN Advisors LLC 0.06% Add +32.6% 9,615 $552K
Courage Miller Partners, LLC 0.19% Reduce -0.4% 9,601 $551K
Oppenheimer Asset Management Inc. 0.01% Add +3.4% 9,595 $551K
Compass Ion Advisors, LLC 0.07% Reduce -3.9% 9,510 $546K
Good Life Advisors, LLC 0.03% New 9,484 $544K
WR Wealth Planners, LLC 0.15% Add +20.3% 9,470 $544K
Old National Bancorp 0.01% Reduce -16.5% 9,459 $543K
Lazari Capital Management, Inc. 0.23% Reduce -3.1% 9,458 $543K
Hoge Financial Services, LLC 0.41% Add +0.3% 9,450 $543K
Creative Financial Designs Inc. 0.05% Add +58.6% 9,436 $542K
Mattern Capital Management, LLC 0.07% No change 9,435 $542K
Old Mission Investment Co LLC 0.17% Reduce -1.6% 9,385 $539K
Gold Investment Management Ltd. 0.23% Add +0.1% 9,389 $539K
HBK Sorce Advisory LLC 0.02% Add +15.1% 9,337 $536K
Redwood Investment Management, LLC 0.05% Reduce -46.6% 9,277 $533K
EverSource Wealth Advisors, LLC 0.03% Reduce -19.8% 9,270 $532K
Founders Financial Securities LLC 0.05% Reduce -51.4% 9,256 $531K
Hamilton Wealth, LLC 0.13% Reduce -27.0% 9,253 $531K
Strategic Financial Services, Inc. 0.03% Reduce -3.1% 9,253 $531K
Equita Financial Network, Inc. 0.19% Reduce -24.2% 9,179 $527K
Thoroughbred Financial Services, LLC 0.03% Reduce -8.3% 9,196 $527K
Well Done, LLC 0.10% Add +28.7% 9,166 $526K
Blue Barn Wealth, LLC 0.27% Reduce -0.1% 9,120 $524K
Villere St Denis J & Co. LLC 0.04% No change 9,099 $522K
GYL Financial Synergies, LLC 0.04% No change 9,081 $521K
Chapin Davis, Inc. 0.17% Add +0.0% 9,069 $521K
American Trust 0.04% New 9,055 $520K
Gries Financial LLC 0.10% Reduce -2.3% 9,053 $520K
Tru Independence Asset Management 2, LLC 0.44% — 9,034 $519K
Vanguard Personalized Indexing Management, LLC 0.01% Add +26.8% 8,947 $514K
Consolidated Portfolio Review Corp 0.11% Add +1.6% 8,943 $513K
FSC Wealth Advisors, LLC 0.37% Add +26.5% 8,888 $510K
Maiden Cove Capital, LLC 0.79% Reduce -13.8% 8,773 $504K
Kathmere Capital Management, LLC 0.05% Reduce -1.8% 8,725 $501K
REDW Wealth LLC 0.13% No change 8,647 $496K
PBMares Wealth Management LLC 0.10% Reduce -0.7% 8,644 $496K
Bank of Marin 0.40% New 8,585 $493K
Chicago Capital, LLC 0.01% Add +17.7% 8,510 $489K
Financial Perspectives, Inc 0.17% Add +0.2% 8,506 $488K
First National Trust Co 0.02% Add +4.5% 8,400 $482K
Salem Investment Counselors Inc. 0.01% Reduce -3.6% 8,398 $482K
American Financial Advisors, LLC 0.07% Reduce -9.8% 8,321 $478K
JFG Wealth Management, LLC 0.13% New 8,293 $476K
Fullcircle Wealth LLC 0.21% Reduce -41.5% 8,410 $475K
Karpus Management, Inc. 0.01% Reduce -4.3% 8,241 $473K
Nicholas Hoffman & Company, LLC. 0.02% Add +40.9% 8,225 $472K
Inspirion Wealth Advisors, LLC 0.07% Reduce -2.5% 8,216 $472K
Tempus Wealth Planning, LLC 0.17% Add +8.0% 8,163 $469K
Seven Mile Advisory 0.31% Reduce -1.1% 8,162 $469K
IFG Advisors, LLC 0.10% Reduce -4.2% 8,152 $468K
Wesbanco Bank Inc. 0.02% Reduce -1.7% 8,139 $467K
Alterna Wealth Management, Inc. 0.42% Reduce -72.2% 8,132 $467K
NDVR, Inc. 0.48% Add +8.0% 8,015 $467K
Horan Securities, Inc. 0.18% Reduce -1.1% 8,106 $465K
Provida Pension Fund Administrator 0.01% Reduce -69.3% 8,057 $464K
Financial Strategies Group, Inc. 0.11% Add +5.8% 8,046 $464K
Earned Wealth Advisors, LLC 0.14% Add +2.7% 8,041 $462K
Essex Financial Services, Inc. 0.03% Add +6.9% 8,119 $461K
Family Asset Management, LLC 0.28% Reduce -7.8% 8,021 $460K
Voisard Asset Management Group, Inc. 0.19% Add +252.1% 7,971 $458K
Sage Mountain Advisors LLC 0.04% Reduce -2.7% 7,966 $457K
Certus Wealth Management, LLC 0.32% Reduce -49.7% 7,962 $457K
BCU Wealth Advisors, LLC 0.27% Reduce -37.4% 7,942 $456K
River Street Advisors LLC 0.25% Add +12.2% 7,922 $455K
Trivium Point Advisory, LLC 0.06% Add +4.0% 8,405 $454K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -5.6% 7,892 $453K
Investment Advisory Group, LLC 0.16% Reduce -13.9% 7,828 $449K
Live Oak Private Wealth LLC 0.07% Add +3.3% 7,827 $449K
Main Street Financial Solutions, LLC 0.04% Add +11.0% 7,798 $448K
Daymark Wealth Partners, LLC 0.02% Reduce -20.0% 7,777 $446K
Pinion Investment Advisors, LLC 0.19% Add +8.8% 7,761 $446K
IVC Wealth Advisors LLC 0.24% Reduce -13.4% 7,759 $445K
Trust Point Inc. 0.03% Add +15.9% 7,758 $445K
Doliver Advisors, LP 0.12% Reduce -3.8% 7,753 $445K
Procyon Advisors, LLC 0.03% Add +11.5% 7,703 $443K
Viewpoint Investment Partners Corp. 0.35% Reduce -98.0% 7,700 $442K
Seven Post Investment Office LP 0.07% No change 7,693 $442K
Fisher Asset Management 0.00% Reduce -64.5% 7,683 $441K
Aries Wealth Management 0.12% New 7,673 $441K
Sutton Place Investors LLC 0.27% Reduce -36.6% 7,666 $440K
Optivise Advisory Services LLC 0.23% Reduce -19.6% 7,633 $438K
Inspire Advisors, LLC 0.05% Add +56.7% 7,624 $438K
ShoreHaven Wealth Partners, LLC 0.21% Reduce -7.7% 7,602 $436K
Sharp Wealth Advisory, LLC 0.33% Reduce -2.3% 7,551 $434K
Strategic Wealth Partners, Ltd. 0.04% Reduce -6.8% 7,535 $433K
Sightline Wealth Advisors, LLC 0.24% Reduce -24.9% 7,526 $432K
Founders Financial Alliance, LLC 0.12% Reduce -2.1% 7,514 $431K
Canandaigua National Trust Co of Florida 0.37% — 7,494 $430K
SIMA Wealth Partners, LLC 0.37% Reduce -3.0% 7,493 $430K
Accretive Wealth Partners, LLC 0.18% Reduce -27.1% 7,468 $429K
Smith Thornton Advisors LLC 0.28% No change 7,464 $429K
KWB Wealth 0.06% Add +1.4% 7,975 $427K
Hubbell Strickland Wealth Management, LLC 0.20% Reduce -8.9% 7,416 $426K
17 Capital Partners, LLC 0.28% Reduce -22.0% 7,386 $424K
Resurgent Financial Advisors LLC 0.25% Reduce -24.6% 7,377 $424K
Advisors Capital Management, LLC 0.01% Reduce -16.1% 7,363 $423K
Northside Capital Management, LLC 0.07% No change 7,364 $423K
Walkner Condon Financial Advisors LLC 0.09% Reduce -4.1% 7,311 $420K
SeaCrest Wealth Management, LLC 0.05% Reduce -3.4% 7,310 $420K
Callan Capital, LLC 0.03% Add +7.9% 7,255 $417K
Catalyst Private Wealth, LLC 0.20% No change 7,241 $416K
Clear Creek Financial Management, LLC 0.05% Reduce -37.4% 7,221 $415K
Bell Bank 0.05% Reduce -1.1% 7,173 $412K
Raymond James Trust Co. of NH 3.38% Add +4.4% 7,151 $411K
Nordwand Advisors, LLC 0.11% No change 7,142 $410K
Awm Capital, LLC 0.05% New 7,138 $410K
Safeguard Financial, LLC 0.10% New 7,107 $408K
KFG Wealth Management, LLC 0.09% Add +23.1% 7,037 $404K
Narwhal Capital Management 0.04% Reduce -9.6% 7,000 $402K
Clark Asset Management, LLC 0.09% New 6,992 $401K
Leo Wealth, LLC 0.04% No change 6,979 $401K
MBA Advisors LLC 0.19% Reduce -5.7% 6,945 $399K
CCG Wealth Management, LLC 0.22% No change 6,926 $398K
Wealthgarden F.S. LLC 0.39% Reduce -48.4% 6,925 $398K
Insigneo Advisory Services, LLC 0.04% Add +10.3% 6,915 $397K
Noesis Capital Mangement Corp. 0.08% Add +11.1% 6,914 $397K
Vista Capital Partners, Inc. 0.05% Add +43.1% 6,900 $396K
Hanson & Doremus Investment Management 0.06% Reduce -5.5% 6,869 $394K
Brown Wealth Management, LLC 0.14% Add +31.0% 6,801 $390K
Jackson Thornton Wealth Management, LLC 0.05% Reduce -7.4% 6,799 $390K
Stephens Inc. 0.01% Reduce -3.6% 6,768 $389K
Koss-Olinger Consulting, LLC 0.03% New 6,728 $386K
Private Management Group Inc. 0.01% No change 6,711 $385K
FSA Advisors, Inc. 0.38% Add +27.6% 6,897 $383K
Independence Bank of Kentucky 0.08% Add +3.0% 6,660 $382K
Absolute Capital Management, LLC 0.23% Reduce -34.0% 6,635 $381K
Sunflower Bank, N.A. 0.10% Reduce -5.3% 6,626 $380K
Avion Wealth 0.10% Reduce -37.8% 6,613 $379K
Denver PWM, LLC 0.14% Add +1.9% 6,598 $379K
Raleigh Capital Management Inc. 0.15% Reduce -41.5% 6,570 $377K
Talisman Wealth Advisors LLC 0.39% Add +3.9% 6,435 $374K
Burford Brothers, Inc. 0.19% Reduce -21.9% 6,488 $372K
MN Wealth Advisors, LLC 0.21% Add +7.8% 6,486 $372K
First Manhattan Co. Llc. 0.00% Reduce -15.2% 6,458 $371K
True Link Financial Advisors, LLC 0.03% Add +25.4% 6,450 $370K
Epiq Partners, LLC 0.21% New 6,424 $369K
Drucker Wealth 3.0, LLC 0.09% Reduce -15.1% 6,423 $369K
Onyx Bridge Wealth Group LLC 0.06% Reduce -5.4% 6,417 $368K
Melfa Wealth Management, Inc. 0.24% Reduce -0.1% 6,416 $368K
Edgemoor Investment Advisors, Inc. 0.03% No change 6,390 $367K
Greenline Partners, LLC 0.05% No change 6,376 $366K
Aprio Wealth Management, LLC 0.06% Add +29.8% 6,368 $366K
Amplius Wealth Advisors, LLC 0.04% Add +0.1% 6,341 $364K
Bogart Wealth, LLC 0.02% Add +2.6% 6,320 $363K
Trust Co. of Vermont 0.02% Add +24.3% 6,275 $360K
City State Bank 0.13% No change 6,250 $359K
ETF Store, Inc. 0.37% Reduce -7.6% 6,249 $359K
Cadence Bank 0.02% New 6,248 $359K
Hutchens & Kramer Investment Management Group, LLC 0.20% Reduce -23.4% 6,210 $359K
Penobscot Investment Management Company, Inc. 0.03% Add +5.2% 6,243 $358K
GDS Wealth Management 0.03% Reduce -1.5% 6,217 $357K
Viewpoint Capital Management LLC 0.20% Add +393.3% 6,117 $356K
Scarborough Advisors, LLC 0.06% Reduce -88.3% 6,184 $355K
Private Capital Management, LLC 0.04% No change 6,180 $355K
Aspen Grove Capital, LLC 0.08% Add +2.0% 6,120 $351K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -0.8% 6,090 $350K
Sensible Financial Planning & Management, LLC. 0.07% New 6,083 $349K
CPC Advisors, LLC 0.05% Reduce -80.9% 6,060 $348K
Mandatum Life Insurance Co Ltd 0.11% No change 6,047 $347K
Westmount Partners, LLC 0.10% No change 6,043 $347K
Latitude Advisors, LLC 0.20% Add +21.5% 6,017 $345K
Biltmore Family Office, LLC 0.06% Add +22.9% 6,011 $345K
LS Investment Advisors, LLC 0.05% No change 6,000 $344K
Phillips Wealth Planners LLC 0.33% Add +1.1% 6,041 $344K
Talon Private Wealth, LLC 0.07% — 5,989 $344K
Cardinal Strategic Wealth Guidance 0.11% Reduce -30.6% 5,978 $343K
RDA Financial Network 0.11% Add +5.4% 5,971 $343K
Ellis Investment Partners, LLC 0.07% Reduce -4.2% 5,938 $341K
Financial Life Advisors 0.13% Reduce -6.3% 5,926 $340K
Slagle Financial, LLC 0.15% Add +7.5% 5,925 $340K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.3% 5,921 $340K
Jamison Private Wealth Management, Inc. 0.05% Reduce -1.0% 5,888 $338K
Hazlett, Burt & Watson, Inc. 0.16% Add +53.4% 5,892 $338K
Bokf, NA 0.01% Add +2.6% 5,816 $337K
Beckerman Institutional, LLC 0.28% — 5,852 $336K
Kooman & Associates 0.12% Reduce -0.1% 5,845 $336K
City Holding Co. 0.05% No change 5,834 $335K
Lowe Wealth Advisors, LLC 0.14% Reduce -0.6% 5,830 $335K
Institute for Wealth Management, LLC. 0.04% Reduce -1.0% 5,807 $333K
RHS Financial, LLC 0.17% Reduce -15.0% 5,746 $330K
LongView Wealth Management 0.11% Reduce -35.8% 5,737 $329K
One Charles Private Wealth Services, LLC 0.12% No change 5,721 $328K
Meredith Wealth Planning 0.16% Reduce -2.8% 5,691 $327K
Jackson Hole Capital Partners, LLC 0.07% No change 5,675 $326K
Cabot Wealth Management Inc. 0.04% No change 5,661 $325K
My Personal CFO, LLC 0.18% Reduce -4.9% 5,643 $324K
DGS Capital Management, LLC 0.09% Reduce -12.0% 5,639 $324K
Bowman & Co S.C. 0.17% Add +8.8% 5,604 $322K
Citizens National Bank Trust Department 0.07% No change 5,600 $321K
Cullen/Frost Bankers, Inc. 0.00% Add +7.0% 5,589 $321K
Capital Wealth Management, LLC 0.14% Add +0.8% 5,584 $321K
Foster & Motley Inc. 0.02% Reduce -0.2% 5,581 $320K
Vermillion & White Wealth Management Group, LLC 0.24% Add +8.8% 5,573 $320K
Retirement Planning Group, LLC 0.02% New 5,571 $320K
Legacy Wealth Asset Management, LLC 0.09% No change 5,568 $320K
Naviter Wealth, LLC 0.04% No change 5,568 $320K
Brady Family Wealth, LLC 0.10% Reduce -11.7% 5,553 $319K
B.O.S.S. Retirement Advisors, LLC 0.06% New 5,525 $317K
Collaborative Wealth Managment Inc. 0.14% Reduce -1.7% 5,514 $317K
Trust Co of the South 0.07% New 5,513 $317K
Clarity Wealth Advisors, LLC 0.09% Add +6.8% 5,506 $316K
Oakwell Private Wealth Management, LLC 0.09% No change 5,504 $316K
Accelerate Investment Advisors LLC 0.31% — 5,471 $314K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.9% 5,443 $312K
C M Bidwell & Associates Ltd. 0.19% Reduce -27.4% 5,404 $310K
Ally Invest Advisors Inc. 0.03% Add +1.7% 5,391 $309K
Courier Capital LLC 0.02% Add +2.6% 5,374 $309K
Breakwater Capital Group 0.06% Add +15.9% 5,370 $308K
Midwest Heritage Bank, FSB 0.14% Add +1.8% 5,365 $308K
Baker Avenue Asset Management, LP 0.01% Add +22.7% 5,355 $307K
CIC Wealth, LLC 0.08% Add +1.8% 5,337 $306K
Ethos Financial Group, LLC 0.05% Add +31.1% 5,314 $305K
Manhattan West Asset Management, LLC 0.08% Reduce -6.9% 5,298 $304K
MainStreet Investment Advisors LLC 0.04% Add +28.6% 5,290 $304K
PCA Investment Advisory Services Inc. 0.14% Reduce -1.5% 5,255 $302K
Strait & Sound Wealth Management LLC 0.15% Reduce -10.3% 5,245 $301K
Dakota Wealth Management 0.01% Reduce -6.0% 5,232 $300K
Bison Wealth, LLC 0.05% Add +32.6% 5,226 $300K
Beacon Financial Advisory LLC 0.10% Reduce -30.8% 5,212 $299K
Balanced Rock Investment Advisors LLC 0.23% Reduce -6.9% 5,187 $298K
Independent Advisor Alliance 0.01% Reduce -1.8% 5,185 $298K
Radnor Capital Management, LLC 0.04% New 5,180 $297K
Petra Financial Advisors Inc. 0.20% New 5,153 $296K
Syntax Research, Inc. 0.20% No change 5,148 $296K
Little House Capital LLC 0.08% Add +1.1% 5,114 $294K
Inscription Capital, LLC 0.04% Reduce -6.1% 5,073 $291K
Country Trust Bank 0.01% No change 5,017 $288K
Summit Wealth Group, LLC 0.08% No change 4,982 $286K
Aspire Private Capital, LLC 0.07% Reduce -32.7% 4,939 $284K
Objective Capital Management, LLC 0.17% — 4,928 $283K
Matrix Asset Advisors Inc. 0.03% Add +3.2% 4,926 $283K
Kovack Advisors, Inc. 0.03% Add +12.8% 4,924 $283K
Forthright Family Wealth Advisory LLC 0.18% Reduce -90.3% 5,142 $283K
Stewardship Advisors, LLC 0.08% New 4,919 $282K
Clarity Capital Partners LLC 0.17% Add +30.7% 4,915 $282K
Arista Wealth Management, LLC 0.07% No change 4,906 $282K
QRG Capital Management, Inc. 0.00% New 4,893 $281K
Augustine Asset Management Inc. 0.10% New 4,886 $281K
Prosperity Financial Group, Inc. 0.16% Add +0.5% 4,882 $280K
New Century Financial Group, LLC 0.10% Reduce -5.5% 4,876 $280K
Fortis Capital Management LLC 0.06% Reduce -0.3% 4,839 $278K
Pure Portfolios Holdings LLC 0.10% — 4,810 $276K
Catalina Capital Group, LLC 0.09% Reduce -43.4% 4,770 $274K
Merriman Wealth Management, LLC 0.01% Reduce -16.1% 4,761 $273K
Aspire Wealth Management Corp 0.15% Reduce -41.8% 4,754 $273K
Old Second National Bank of Aurora 0.07% Add +10.3% 4,754 $273K
VestGen Investment Management 0.08% Reduce -40.0% 4,743 $272K
Kingfisher Capital LLC 0.06% No change 4,732 $272K
9258 Wealth Management, LLC 0.04% Add +0.6% 4,721 $271K
Two Sigma Securities, LLC 0.02% Reduce -89.2% 4,690 $269K
Financial Gravity Companies, Inc. 0.07% — 4,675 $268K
LexAurum Advisors, LLC 0.06% Reduce -33.5% 4,660 $268K
Three Bridge Wealth Advisors, LLC 0.10% Add +3.3% 4,658 $267K
Certified Advisory Corp 0.03% Add +20.3% 4,635 $266K
Rowlandmiller & Partners.adv 0.05% Reduce -4.2% 4,615 $265K
Fielder Capital Group LLC 0.09% Reduce -0.0% 4,605 $264K
Stage Harbor Financial, LLC 0.24% No change 4,571 $264K
Sunpointe, LLC 0.22% Reduce -76.3% 4,602 $264K
Glen Eagle Advisors, LLC 0.04% No change 4,594 $264K
West Michigan Advisors, LLC 0.08% Add +2.0% 4,558 $262K
LCNB Corp. 0.09% No change 4,551 $261K
CIBC Asset Management Inc 0.00% Reduce -0.2% 4,506 $259K
Pinnacle Family Advisors, LLC 0.13% Reduce -68.9% 4,491 $258K
Main Management LLC 0.02% No change 4,470 $257K
Oarsman Capital, Inc. 0.05% Reduce -26.3% 4,444 $255K
Efficient Advisors, LLC 0.02% Reduce -0.0% 4,427 $254K
Quad-Cities Investment Group, LLC 0.13% Reduce -1.7% 4,422 $254K
Corrado Advisors, LLC 0.16% Reduce -2.7% 4,417 $254K
Source Financial Advisors LLC 0.07% Reduce -5.5% 4,396 $252K
Spectrum Strategic Capital Management, LLC 0.17% Reduce -27.1% 4,395 $252K
W Advisors, LLC 0.15% Reduce -8.7% 4,385 $252K
Novak & Powell Financial Services, Inc. 0.15% No change 4,381 $252K
Glass Jacobson Investment Advisors llc 0.08% Add +32.1% 4,375 $251K
Trust Co 0.03% No change 4,372 $251K
180 Wealth Advisors, LLC 0.04% Reduce -8.0% 4,353 $250K
Raffa Wealth Management, LLC 0.06% No change 4,347 $250K
Intrua Financial, LLC 0.04% Reduce -0.9% 4,339 $249K
International Private Wealth Advisors LLC 0.36% New 4,315 $248K
Paladin Advisory Group, LLC 0.18% No change 4,298 $247K
Paces Ferry Wealth Advisors, LLC 0.14% Add +0.2% 4,297 $247K
Ullmann Wealth Partners Group, LLC 0.03% New 4,292 $246K
Everstar Asset Management, LLC 0.17% — 4,279 $246K
Partners in Financial Planning 0.05% Reduce -2.7% 4,264 $245K
CGC Financial Services, LLC 0.10% No change 4,240 $243K
Financial Freedom, LLC 0.13% No change 4,236 $243K
Duncan Williams Asset Management, LLC 0.13% New 4,182 $240K
Avalon Capital Management 0.07% Reduce -30.1% 4,172 $240K
Legacy Trust 0.05% New 4,153 $238K
Boston Trust Walden Corp 0.00% No change 4,140 $238K
Lynx Investment Advisory 0.17% Add +49.2% 4,125 $237K
Kavar Capital Partners Group, LLC 0.04% Reduce -0.8% 4,121 $237K
Coastal Bridge Advisors, LLC 0.06% No change 4,110 $236K
Northwest Bank & Trust Co 0.18% Add +7.0% 4,101 $235K
Segment Wealth Management, LLC 0.02% Reduce -94.5% 4,100 $235K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -5.3% 4,098 $235K
Gemmer Asset Management LLC 0.02% Add +5.9% 4,086 $235K
Saxon Interests, Inc. 0.11% Add +3.3% 4,057 $233K
Oxford Financial Group, LTD. LLC 0.01% Reduce -9.0% 4,032 $231K
Sound Income Strategies, LLC 0.01% Add +33.7% 4,027 $231K
Matrix Private Capital Group LLC 0.13% No change 4,019 $231K
Riversedge Advisors, LLC 0.05% Add +1.1% 3,993 $229K
BlackDiamond Wealth Management, LLC 0.14% Reduce -18.1% 4,208 $229K
Bordeaux Wealth Advisors LLC 0.04% New 3,981 $229K
MontVue Capital Management, Inc. 0.18% Add +5.1% 3,980 $228K
SevenBridge Financial Group, LLC 0.04% Reduce -2.3% 4,121 $228K
Debussy Capital Management LP 0.07% No change 3,970 $228K
BOS Asset Management, LLC 0.08% New 3,965 $228K
Braun-Bostich & Associates Inc. 0.16% New 3,913 $225K
NorthRock Partners, LLC 0.01% Add +30.5% 3,880 $223K
Forum Financial Management, LP 0.00% New 3,837 $220K
Ascentis Independent Advisors 0.03% Reduce -10.1% 3,837 $220K
Clark Financial Services Group Inc. 0.20% New 3,833 $220K
Banque Cantonale Vaudoise 0.01% Reduce -5.5% 3,826 $220K
CPA Asset Management Group, LLC 0.11% No change 3,824 $220K
Wealth Group, Ltd. 0.15% New 3,820 $219K
LPF Advisors LLC 0.19% No change 3,814 $219K
Harbor Advisory Corp. 0.07% No change 3,810 $219K
Fortitude Advisory Group L.L.C. 0.14% No change 3,808 $219K
Atlantic Union Bankshares Corp 0.01% No change 3,802 $218K
Citizens Business Bank 0.04% No change 3,801 $218K
Olde Wealth Management, LLC 0.08% New 3,799 $218K
Detalus Advisors, LLC 0.07% Reduce -0.7% 3,787 $217K
Williams Jones Wealth Management, LLC. 0.00% Reduce -6.0% 3,784 $217K
Atlas Brown,Inc. 0.07% New 3,764 $216K
Great Point Wealth Advisors, LLC 0.05% New 3,748 $215K
Quadcap Wealth Management, LLC 0.03% New 3,744 $215K
Semus Wealth Partners LLC 0.15% Reduce -19.3% 3,744 $215K
Certuity, LLC 0.02% New 3,733 $214K
Ti-Trust, Inc. 0.15% New 3,713 $213K
Pallas Capital Advisors LLC 0.01% Reduce -45.7% 3,767 $212K
Syntegra Private Wealth Group, LLC 0.02% Reduce -22.3% 3,694 $212K
Meridian Management Co. 0.05% New 3,688 $212K
Dunhill Financial, LLC 0.11% Add +273.4% 3,682 $211K
Obsidian Cio, LLC 0.04% Reduce -17.1% 3,648 $209K
Quadrant Private Wealth Management, LLC 0.05% Reduce -33.0% 3,643 $209K
Integrated Capital Management, LLC 0.11% — 3,617 $208K
First Western Trust Bank 0.01% New 3,614 $207K
Vantage Financial Partners, LLC 0.05% New 3,599 $207K
Schechter Investment Advisors, LLC 0.02% Reduce -12.1% 3,586 $206K
Silver Oak Securities, Incorporated 0.02% Add +164.5% 3,491 $203K
Gimbal Financial 0.13% New 3,590 $202K
Welch Capital Partners LLC 0.05% New 3,514 $202K
Mission Creek Capital Partners, Inc. 0.05% New 3,513 $202K
Clear Harbor Asset Management, LLC 0.02% New 3,510 $202K
New England Private Wealth Advisors LLC 0.03% New 3,502 $201K
Penobscot Wealth Management 0.11% New 3,479 $200K
HM Payson & Co. 0.00% Reduce -12.8% 3,297 $189K
Wolff Wiese Magana LLC 0.13% Add +74.0% 3,291 $189K
Tidemark, LLC 0.08% Reduce -0.0% 3,226 $185K
Riverview Trust Co 0.16% No change 3,165 $182K
Semmax Financial Advisors Inc. 0.05% Reduce -40.1% 3,251 $177K
Keener Financial Planning LLC 0.11% Reduce -25.8% 2,917 $167K
Front Row Advisors LLC 0.06% Reduce -12.8% 2,848 $164K
Rothschild Investment LLC 0.01% Add +56.8% 2,798 $161K
Beacon Capital Management, LLC 0.02% Add +108.0% 2,694 $155K
Eastern Bank 0.00% New 2,663 $153K
Oliver Lagore Vanvalin Investment Group 0.04% Reduce -46.5% 2,620 $150K
Cornerstone Planning Group LLC 0.04% Reduce -13.7% 2,646 $149K
Pflug Koory, LLC 0.01% — 2,554 $147K
Barrett & Company, Inc. 0.06% No change 2,543 $146K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +58.2% 2,516 $144K
Northwest Investment Counselors, LLC 0.03% New 2,452 $141K
Caldwell Trust Co 0.01% Add +18.8% 2,419 $139K
West Financial Advisors, LLC 0.03% New 2,414 $139K
Frazier Financial Advisors, LLC 0.11% Reduce -66.5% 2,409 $138K
Register Financial Advisors LLC 0.07% No change 2,272 $130K
Pacifica Partners Inc. 0.05% Add +105.9% 2,267 $130K
Cape Investment Advisory, Inc. 0.05% Add +26.4% 2,242 $129K
Stephens Consulting, LLC 0.03% No change 2,219 $127K
Chesapeake Asset Management LLC 0.11% Add +0.4% 2,217 $127K
Centerpoint Advisors, LLC 0.04% Add +2.6% 2,105 $121K
LGT Financial Advisors LLC 0.30% Reduce -31.6% 2,099 $121K
Rise Advisors, LLC 0.05% Reduce -15.4% 1,953 $112K
Cardiff Park Advisors, LLC 0.01% No change 1,932 $111K
IAG Wealth Partners, LLC 0.02% No change 1,831 $105K
Arax Advisory Partners 0.01% No change 1,822 $105K
TCTC Holdings, LLC 0.00% Add +28.9% 1,766 $101K
Glassman Wealth Services 0.02% No change 1,753 $101K
Indiana Trust & Investment Management Co 0.03% No change 1,726 $99K
Householder Group Estate & Retirement Specialist, LLC 0.03% No change 1,715 $98K
West Paces Advisors Inc. 0.02% Add +0.7% 1,687 $97K
TD Waterhouse Canada Inc. 0.00% Add +6.7% 1,663 $96K
Farmers & Merchants Investments Inc. 0.00% Reduce -36.8% 1,657 $95K
Creekmur Asset Management LLC 0.02% Add +46.3% 1,573 $90K
North Star Investment Management Corp. 0.01% No change 1,566 $90K
Anchor Investment Management, LLC 0.01% Add +0.4% 1,564 $90K
EnRich Financial Partners LLC 0.03% No change 1,504 $86K
Foster Dykema Cabot & Partners, LLC 0.01% New 1,500 $86K
Concord Wealth Partners 0.01% Reduce -2.9% 1,488 $85K
Ransom Advisory, Ltd 0.04% No change 1,467 $84K
Wells Financial Advisors INC 0.11% Reduce -92.5% 1,437 $82K
Criterion Capital Advisors, LLC 0.05% No change 1,521 $81K
FSA Wealth Management LLC 0.03% — 1,408 $81K
Investors Research Corp 0.02% Add +4.7% 1,399 $80K
Horizons Wealth Management 0.06% No change 1,377 $79K
Grey Ledge Advisors, LLC 0.02% New 1,366 $78K
Mascoma Wealth Management LLC 0.02% No change 1,328 $76K
Tower Research Capital LLC (TRC) 0.00% Reduce -12.0% 1,326 $76K
Carmichael Hill & Associates, Inc. 0.03% Add +3.0% 1,318 $76K
First Financial Corp. 0.04% No change 1,297 $74K
Arlington Trust Co LLC 0.02% No change 1,279 $73K
Rice Partnership, LLC 0.01% No change 1,279 $73K
Claris Advisors, LLC / Mo / 0.03% New 1,258 $72K
CBIZ Investment Advisory Services, LLC 0.00% Add +3000.0% 1,240 $71K
Global Financial Private Client, LLC 0.03% Reduce -33.1% 1,232 $71K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,209 $69K
Kopp Family Office, LLC 0.04% No change 1,150 $66K
Signature Resources Capital Management, LLC 0.06% Reduce -19.1% 1,149 $66K
Piscataqua Savings Bank 0.06% No change 1,147 $66K
GW&K Investment Management, LLC 0.00% No change 1,094 $63K
Fairman Group, LLC 0.06% No change 1,072 $62K
American Capital Advisory, LLC 0.03% No change 1,050 $60K
Global Wealth Strategies & Associates 0.02% Reduce -40.6% 1,045 $60K
Sanctuary Wealth Management, L.L.C. 0.04% No change 1,027 $59K
Pingora Partners LLC 0.04% No change 1,000 $57K
Center for Financial Planning, Inc. 0.01% No change 989 $57K
MRP Capital Investments, LLC 0.05% New 983 $56K
Family Capital Trust Co 0.02% No change 972 $56K
Sunbelt Securities, Inc. 0.01% Add +67.1% 964 $55K
Laurel Wealth Advisors LLC 0.01% Add +35.4% 938 $54K
Union Savings Bank 0.03% Add +98.7% 918 $53K
Tradewinds Capital Management, LLC 0.01% Add +14.8% 907 $52K
GPS Wealth Strategies Group, LLC 0.01% Reduce -5.6% 894 $51K
Harbor Investment Advisory, LLC 0.01% Add +1.3% 876 $50K
Tucker Asset Management LLC 0.01% Add +7.8% 867 $50K
Brown, Lisle/Cummings, Inc. 0.01% No change 846 $49K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +94.2% 841 $48K
Cassady Schiller Wealth Management, LLC 0.02% Reduce -27.9% 824 $47K
ESL Trust Services, LLC 0.01% Add +74.3% 802 $46K
Baldwin Wealth Partners LLC 0.00% Reduce -20.9% 800 $46K
Urban Financial Advisory Corp 0.02% New 785 $45K
Wintrust Investments LLC 0.03% Reduce -89.3% 787 $45K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 757 $43K
Olistico Wealth, LLC 0.03% No change 752 $43K
GoalVest Advisory LLC 0.01% Add +306.1% 727 $42K
Planning Capital Management Corp 0.03% Reduce -21.1% 720 $41K
Godsey & Gibb, Inc. 0.00% Add +113.3% 719 $41K
Transcendent Capital Group LLC 0.02% Add +57.7% 713 $41K
Fort Vancouver Investment Management, LLC 0.04% No change 711 $41K
Family CFO Inc 0.02% New 705 $40K
HighMark Wealth Management LLC 0.02% Add +0.4% 687 $39K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +8.2% 671 $39K
Castleview Partners, LLC 0.02% No change 662 $38K
LFA - Lugano Financial Advisors SA 0.03% No change 660 $38K
Planned Solutions, Inc. 0.01% New 642 $37K
Beaird Harris Wealth Management, LLC 0.00% Add +38.7% 620 $36K
Zions Bancorporation, N.A. 0.00% No change 612 $35K
Covestor Ltd 0.02% Reduce -0.2% 608 $35K
Centennial Bank 0.02% No change 600 $34K
Motco 0.00% No change 597 $34K
Kiely Wealth Advisory Group, Inc. 0.02% No change 615 $33K
Mendota Financial Group, LLC 0.02% No change 574 $33K
Atticus Wealth Management, LLC 0.01% No change 530 $30K
Proffitt & Goodson Inc. 0.01% No change 527 $30K
MGB Wealth Management, LLC 0.01% No change 500 $29K
Strategic Investment Solutions, Inc. 0.01% Add +587.3% 488 $28K
Blue Bell Private Wealth Management, LLC 0.01% No change 482 $28K
First PREMIER Bank 0.01% No change 469 $27K
Caldwell Sutter Capital, Inc. 0.01% No change 470 $27K
West Branch Capital LLC 0.01% New 448 $26K
Plante Moran Financial Advisors, LLC 0.00% No change 431 $25K
Valley Wealth Managers, Inc. 0.00% Reduce -29.8% 431 $25K
Authentikos Wealth Advisory, LLC 0.02% New 421 $24K
M&R Capital Management Inc. 0.01% Add +33.6% 417 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -42.3% 414 $24K
McIlrath & Eck, LLC 0.00% No change 387 $22K
SRH Advisors, LLC 0.01% No change 384 $22K
Abich Financial Wealth Management LLC 0.05% Add +14.7% 382 $22K
First Personal Financial Services 0.00% No change 360 $21K
Iron Horse Wealth Management, LLC 0.01% No change 344 $20K
St. Johns Investment Management Company, LLC 0.01% New 336 $19K
PSI Advisors, LLC 0.01% No change 330 $19K
Lindbrook Capital, LLC 0.00% Add +1495.0% 319 $18K
Oakworth Capital, Inc. 0.00% Add +4.0% 315 $18K
Macroview Investment Management LLC 0.02% No change 314 $18K
FWL Investment Management, LLC 0.01% New 310 $18K
Clear Point Advisors Inc. 0.01% No change 299 $17K
Evolution Advisers, Inc. 0.01% No change 300 $17K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 300 $17K
TD Capital Management LLC 0.00% No change 278 $16K
AllSquare Wealth Management LLC 0.01% No change 272 $16K
Pacific Center for Financial Services 0.00% No change 269 $15K
Montag A & Associates Inc. 0.00% Reduce -87.2% 265 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -50.0% 253 $15K
Dakota Community Bank & Trust NA 0.08% No change 261 $15K
CNB Bank 0.01% No change 261 $15K
Bank of New Hampshire 0.00% No change 260 $15K
Ramirez Asset Management, Inc. 0.00% Reduce -48.4% 255 $15K
Morton Brown Family Wealth, LLC 0.00% Add +49.0% 219 $13K
Pin Oak Investment Advisors Inc. 0.01% Reduce -45.7% 213 $12K
Deane Retirement Strategies, Inc. 0.01% New 205 $12K
Colonial Trust Advisors 0.00% No change 200 $11K
PFG Private Wealth Management, LLC 0.01% New 199 $11K
Global Trust Asset Management, LLC 0.00% No change 191 $11K
DecisionPoint Financial, LLC 0.00% No change 187 $11K
HHM Wealth Advisors, LLC 0.00% Reduce -49.6% 187 $11K
Main Street Group, LTD 0.00% Reduce -35.1% 179 $10K
Archer Investment Corp 0.00% No change 178 $10K
Painted Porch Advisors LLC 0.01% New 176 $10K
Sittner & Nelson, LLC 0.00% No change 166 $10K
Northwest Financial Advisors 0.01% New 164 $9K
Activest Wealth Management 0.00% No change 159 $9K
Sugarloaf Wealth Management, LLC 0.00% No change 153 $9K
Davis Capital Management 0.01% Add +48.9% 140 $8K
Clearstead Trust, LLC 0.00% No change 135 $8K
Bear Mountain Capital, Inc. 0.00% Reduce -50.2% 129 $7K
Kathleen S. Wright Associates Inc. 0.00% New 124 $7K
Robinswood Financial LLC 0.00% No change 117 $7K
Peoples Bank 0.00% No change 110 $6K
Game Plan Financial Advisors, LLC 0.00% No change 107 $6K
Darwin Wealth Management, LLC 0.00% New 105 $6K
Mark Sheptoff Financial Planning, LLC 0.00% Add +33.8% 103 $6K
Hara Capital LLC 0.00% New 102 $6K
PFS Partners, LLC 0.00% No change 97 $6K
Addison Advisors LLC 0.00% No change 95 $5K
Flaharty Asset Management, LLC 0.00% New 88 $5K
Valley National Advisers Inc. 0.00% Add +11.0% 101 $5K
Strengthening Families & Communities, LLC 0.00% Add +2000.0% 84 $5K
Eagle Bay Advisors LLC 0.00% No change 79 $5K
Legacy Investment Solutions, LLC 0.00% — 80 $4K
Legacy Wealth Managment, LLC 0.00% — 80 $4K
NFSG Corp 0.00% No change 73 $4K
McClarren Financial Advisors, Inc. 0.00% Reduce -7.9% 246 $4K
Eukles Asset Management 0.00% No change 66 $4K
Copley Financial Group, Inc. 0.00% — 63 $4K
Sawyer & Company, Inc 0.00% New 49 $3K
GHP Investment Advisors, Inc. 0.00% Add +900.0% 50 $3K
Hilltop National Bank 0.00% No change 48 $3K
Clarity Asset Management, Inc. 0.00% No change 45 $3K
Wiser Advisor Group LLC 0.00% Reduce -86.9% 38 $2K
New Millennium Group LLC 0.00% Reduce -5.3% 36 $2K
SouthState Bank Corp 0.00% No change 35 $2K
Resources Management Corp. /CT/ 0.00% No change 37 $2K
Valued Wealth Advisors LLC 0.00% No change 33 $2K
Northwest Capital Management Inc 0.00% No change 31 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -95.7% 30 $2K
Breakwater Investment Management 0.00% New 29 $2K
FPC Investment Advisory, Inc. 0.00% No change 28 $2K
Uncommon Cents Investing LLC 0.00% New 28 $2K
Nemes Rush Group LLC 0.00% Reduce -51.6% 31 $2K
Anfield Capital Management, LLC 0.00% No change 25 $1K
Ridgewood Investments LLC 0.00% No change 23 $1K
Fourpath Capital Management, LLC 0.00% New 18 $1K
Caitlin John, LLC 0.00% No change 19 $1K
AlphaMark Advisors, LLC 0.00% No change 25 $1K
Angeles Wealth Management, LLC 0.00% No change 8 $459
First Pacific Financial 0.00% Reduce -98.8% 4 $230
Safe Harbor Fiduciary, LLC 0.00% — 2 $115
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 2 $115
Prestige Wealth Management Group LLC 0.00% No change 1 $58
Mattson Financial Services, LLC 0.00% No change 1 $27
Coston, McIsaac & Partners 0.00% No change 12 $0

"% of holder's portfolio" is IEMG's weight in each manager's 13F, not the share of iShares Core MSCI Emerging the manager owns.