iShares Core MSCI EmergingIEMGETF

13F holders, Q2 2025 (June 30)
1,910holders +58
135new positions
76sold out
5famous investors
$59.99avg. 13F price*

At the end of Q2 2025, 1,910 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 58 from Q1 2025. 135 opened new positions and 76 sold out. The largest holders were Bank of America Corp. ($10.5B), Morgan Stanley ($5.8B) and Creative Planning ($4.4B). 5 famous investors held it, including Ray Dalio (4.2% of Bridgewater Associates's portfolio), Joel Greenblatt (0.3% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions135$1.8B
Exits76$702.5M

All 13F filers, Q1 2025 → Q2 2025: 136,747,559 shares bought and 58,447,191 shares sold, net +78,300,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,910 holders

Bank of America Corp. 0.85% Add +0.6% 175,179,338 $10.5B
Morgan Stanley 0.38% Add +3.9% 96,654,302 $5.8B
Creative Planning 3.76% Add +1.1% 73,244,097 $4.4B
Envestnet Asset Management Inc. 1.07% Add +55.4% 61,140,388 $3.7B
Wells Fargo & Company 0.69% Add +2.4% 51,848,442 $3.1B
LPL Financial LLC 0.86% Add +24.5% 42,885,143 $2.6B
JPMorgan Chase & Co. 0.18% Add +16.3% 42,710,758 $2.6B
BlackRock, Inc. 0.05% Add +16.4% 41,329,515 $2.5B
Wealthfront Advisers LLC 5.93% Reduce -2.6% 38,349,297 $2.3B
Tiaa Trust, National Association 5.16% Reduce -9.8% 33,093,734 $2.0B
Goldman Sachs Group Inc. 0.28% Reduce -17.9% 29,349,350 $1.8B
US Bancorp \de 2.09% Add +2.4% 27,716,653 $1.7B
State of New Jersey Common Pension Fund D 4.87% New 20,923,000 $1.3B
FMR LLC 0.07% Add +7.9% 19,888,067 $1.2B
Raymond James Financial Inc. 0.38% Add +2.0% 18,282,872 $1.1B
Northwestern Mutual Wealth Management Co. 0.79% Reduce -1.5% 18,018,452 $1.1B
Bridgewater Associates 4.16% Reduce -9.4% 17,183,309 $1.0B
Wit, LLC 24.46% Reduce -0.3% 16,436,999 $986.7M
Invesco Ltd. 0.14% Reduce -20.1% 13,987,073 $839.6M
UBS Group AG 0.17% Reduce -10.4% 13,650,187 $819.4M
PNC Financial Services Group, Inc. 0.50% Add +4.4% 12,852,948 $771.6M
Envestnet Portfolio Solutions, Inc. 2.41% Add +23.1% 10,924,248 $655.8M
Charles Schwab Investment Management Inc. 0.11% Reduce -23.7% 10,807,806 $648.8M
M&T Bank Corp 2.03% Reduce -0.3% 9,836,743 $590.5M
Sei Investments Co. 0.65% Add +5.2% 9,304,239 $558.5M
Bank of New York Mellon Corp 0.10% Add +18.1% 9,012,605 $541.0M
Assetmark, Inc. 1.24% Reduce -3.1% 8,771,815 $526.6M
Captrust Financial Advisors 1.09% Add +7.8% 8,141,336 $488.7M
Royal Bank of Canada 0.09% Add +48.2% 7,784,185 $467.3M
Retirement Systems of Alabama 1.63% No change 7,584,431 $455.3M
Citigroup Inc. 0.31% Reduce -2.2% 7,445,042 $446.9M
Alliancebernstein L.P. 0.14% Reduce -0.4% 7,224,142 $433.7M
Mariner, LLC 0.61% Add +9.3% 7,090,503 $425.6M
Jordan Park Group LLC 25.99% Reduce -1.5% 6,673,135 $400.6M
Asset Management One Co., Ltd. 1.23% Reduce -1.2% 6,531,767 $392.1M
Betterment LLC 0.82% Reduce -14.5% 6,383,212 $383.2M
Bank of Montreal 0.18% Add +4.1% 5,953,689 $357.4M
Moneta Group Investment Advisors LLC 3.93% Reduce -4.3% 5,497,255 $330.0M
Cetera Investment Advisers 0.53% Add +32.3% 5,232,417 $314.1M
Jane Street Group, LLC 0.51% New 5,157,810 $309.6M
MML Investors Services, LLC 0.86% Add +56.0% 4,964,754 $298.0M
National Bank of Canada 0.32% Add +69.0% 4,961,200 $297.8M
Municipal Employees' Retirement System of Michigan 3.45% No change 4,773,111 $286.5M
Truist Financial Corp. 0.42% Add +10.6% 4,761,420 $285.8M
Cerity Partners LLC 0.48% Add +8.8% 4,444,636 $266.9M
Park Avenue Securities LLC 2.43% Add +90.6% 4,407,918 $264.6M
Stifel Financial Corp. 0.26% Add +14.0% 4,373,556 $262.5M
State Street Corp. 0.01% Reduce -24.3% 4,262,705 $255.9M
Ballentine Partners, LLC 3.76% Reduce -0.2% 4,156,961 $249.5M
Cwm, LLC 0.88% Add +64.7% 4,139,966 $248.5M
Franklin Resources Inc. 0.06% Add +8.6% 3,724,521 $223.6M
Nationwide Fund Advisors 11.76% Add +37.6% 3,499,869 $210.1M
Stairway Partners, LLC 11.89% Add +0.1% 3,491,725 $209.6M
Dynasty Wealth Management, LLC 3.55% Reduce -11.2% 3,465,893 $208.1M
Ameriprise Financial Inc. 0.05% Add +31.2% 3,450,870 $207.4M
United Capital Financial Advisors, LLC 1.64% Add +20.6% 3,369,175 $202.3M
Matson Money. Inc. 6.58% Add +1.5% 3,165,360 $190.0M
HighTower Advisors, LLC 0.23% Reduce -4.0% 3,065,687 $184.0M
Keybank National Association 0.67% Add +12.6% 2,996,972 $179.9M
Haverford Trust Co 1.69% Reduce -0.1% 2,970,788 $178.3M
Osaic Holdings, Inc. 0.32% Add +50.2% 3,007,653 $177.3M
Valeo Financial Advisors, LLC 4.29% Add +2.1% 2,908,007 $174.6M
Northern Trust Corp. 0.02% Reduce -9.8% 2,799,295 $168.0M
Mirae Asset Global Investments Co., Ltd. 0.57% Add +26.2% 2,745,943 $164.8M
Fifth Third Bancorp 0.56% Add +31.5% 2,691,908 $161.6M
Janney Montgomery Scott LLC 0.42% Add +47.4% 2,668,147 $160.2M
Blue Trust, Inc. 1.86% Add +4.5% 2,629,013 $157.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.12% Add +50.8% 2,524,911 $151.6M
Alesco Advisors, LLC, An ESL Co 4.34% Reduce -1.7% 2,511,249 $150.8M
Commonwealth Equity Services, LLC 0.19% Add +7.9% 2,436,195 $146.2M
Nuveen, LLC 0.04% Reduce -22.4% 2,412,553 $144.8M
Deutsche Bank AG 0.05% Reduce -5.5% 2,341,967 $140.6M
Federation des caisses Desjardins du Quebec 0.61% Add +3.5% 2,314,239 $138.9M
Partners Capital Investment Group, LLP 5.53% Reduce -47.5% 2,278,484 $136.8M
Mill Creek Capital Advisors, LLC 3.03% Add +0.0% 2,273,061 $136.5M
Baird Financial Group, Inc. 0.24% Add +2.5% 2,235,127 $134.2M
Halbert Hargrove Global Advisors, LLC 7.03% Reduce -0.3% 2,229,034 $133.8M
Hackensack Meridian Health, Inc. 14.53% Reduce -10.3% 2,185,000 $131.2M
Members Trust Co 4.50% Reduce -11.4% 2,175,594 $130.6M
Avantax Advisory Services, Inc. 0.71% Add +4.9% 2,145,093 $128.8M
Manufacturers Life Insurance Company, The 0.11% Add +112.5% 2,115,128 $127.0M
MAI Capital Management 0.88% Add +17.0% 2,108,966 $126.6M
Focus Partners Wealth 0.27% Add +21.9% 2,071,189 $124.3M
Hirtle & Co., LLC 5.23% Reduce -0.6% 2,054,802 $123.3M
Quotient Wealth Partners, LLC 3.50% Add +1.9% 1,981,509 $118.9M
University of Pittsburgh - Of the Commonwealth System of Higher Education 100.00% Add +1.2% 1,901,018 $114.1M
Elo Mutual Pension Insurance Co 2.28% Reduce -4.3% 1,867,100 $112.1M
Wealth Enhancement Advisory Services, LLC 0.18% Add +19.9% 1,818,416 $110.2M
Sagespring Wealth Partners, LLC 2.37% Add +3.5% 1,835,948 $110.2M
Lincoln National Corp. 3.33% Reduce -4.6% 1,829,653 $109.8M
Southern Farm Bureau Life Insurance 13.85% Add +86.8% 1,813,759 $108.4M
Jones Financial Companies LLLP 0.08% Add +54.5% 1,773,729 $106.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.39% Add +3.5% 1,758,294 $105.6M
Corient Private Wealth LP 0.14% Reduce -56.1% 1,759,969 $104.2M
Wealthspire Advisors, LLC 0.58% Add +3.9% 1,718,854 $103.2M
Financiere des Professionnels - Fonds d'investissement inc. 6.00% Reduce -6.6% 1,650,348 $99.1M
AE Wealth Management LLC 0.70% Add +26.3% 1,597,917 $95.9M
Nepc LLC 2.39% Add +0.7% 1,571,273 $94.3M
NewEdge Advisors, LLC 0.49% Add +45.2% 1,567,448 $94.1M
Citizens Financial Group Inc. 1.51% Add +3.6% 1,562,846 $93.8M
Sanctuary Advisors, LLC 0.56% Add +17.6% 1,512,120 $90.8M
Elm Partners Management LLC 5.23% Add +6.9% 1,499,500 $90.0M
JB Capital LLC 4.31% Add +107.2% 1,482,488 $89.0M
Modera Wealth Management, LLC 1.08% Add +6.0% 1,447,711 $86.9M
Pathstone Holdings, LLC 0.34% Add +9.5% 1,428,225 $85.4M
Bessemer Group Inc. 0.14% Add +1.2% 1,397,553 $83.9M
SigFig Wealth Management, LLC 2.76% Add +3.4% 1,396,782 $83.5M
Foundations Investment Advisors, LLC 1.32% Add +97.2% 1,389,661 $83.4M
J. Safra Sarasin Holding AG 1.43% Reduce -14.8% 1,378,107 $82.7M
Merit Financial Group, LLC 0.92% Add +94.9% 1,375,153 $82.6M
Retirement Investment Advisors, Inc. 7.30% Add +4.6% 1,351,515 $81.1M
Venturi Wealth Management, LLC 3.99% Add +3.2% 1,343,949 $80.7M
Destination Wealth Management 2.25% Add +0.6% 1,276,316 $76.6M
Wharton Business Group, LLC 3.20% Reduce -13.1% 1,266,357 $75.8M
Robertson Stephens Wealth Management, LLC 2.59% Reduce -5.7% 1,245,457 $74.7M
Allspring Global Investments Holdings, LLC 0.12% Add +45.3% 1,241,754 $74.5M
MCF Advisors LLC 4.89% Reduce -1.5% 1,231,786 $73.9M
Passaic Partners LLC 8.85% Reduce -2.3% 1,219,400 $73.2M
Alaska Permanent Capital Management, LLC 5.66% Reduce -5.7% 1,221,841 $73.0M
Meeder Advisory Services, Inc. 3.75% Add +8.3% 1,207,062 $72.5M
Vestmark Advisory Solutions, Inc. 1.05% Add +86.3% 1,205,742 $72.4M
Full Sail Capital, LLC 4.11% Reduce -5.3% 1,186,569 $71.2M
Fusion Family Wealth, LLC 5.94% Add +1.5% 1,170,217 $70.2M
Horizon Investments, LLC 1.10% Reduce -5.6% 1,156,143 $69.4M
Mercer Global Advisors Inc. 0.16% Add +72.7% 1,150,999 $69.1M
Neuberger Berman Group LLC 0.05% Reduce -2.6% 1,130,786 $67.9M
Atria Investments, Inc 0.80% Add +30.7% 1,130,199 $67.8M
Comerica Bank 0.25% Add +2.2% 1,083,209 $65.0M
Bank of Nova Scotia 0.13% Add +50.4% 1,063,840 $63.9M
Nisa Investment Advisors, LLC 0.28% Reduce -8.6% 1,039,693 $62.4M
Stratos Wealth Partners, LTD. 0.84% Add +3.7% 1,025,631 $61.6M
Cambridge Investment Research Advisors, Inc. 0.19% Add +40.3% 1,025,499 $61.6M
Choreo, LLC 0.86% Add +3.8% 1,021,283 $61.3M
Lockheed Martin Investment Management Co. 2.23% Reduce -5.4% 1,017,000 $61.1M
Strategic Investment Management, LLC 32.63% Add +19.7% 1,014,225 $60.9M
Aspiriant, LLC 1.93% Add +0.1% 1,011,769 $60.7M
Brookstone Capital Management 0.80% Add +1001.0% 1,010,657 $60.7M
Whittier Trust Co. of Nevada Inc. 1.37% Add +0.3% 1,004,794 $60.3M
Schroder Investment Management Group 0.05% Reduce -13.2% 991,958 $59.5M
Capital Analysts, LLC 1.95% Add +7.7% 976,670 $58.6M
Kestra Investment Management, LLC 1.78% Add +12.3% 975,806 $58.6M
Rockefeller Capital Management L.P. 0.13% Add +11.0% 965,842 $58.0M
Midland Wealth Advisors, LLC 3.19% Add +0.7% 960,609 $57.7M
Brown Advisory Inc. 0.08% Add +5.8% 949,947 $57.0M
Regions Financial Corp. 0.39% Add +4.6% 932,137 $56.0M
Greenleaf Trust 0.49% Reduce -1.9% 925,577 $55.6M
Private Wealth Asset Management, LLC 7.24% Add +1.6% 909,155 $54.6M
Sterling Capital Management LLC 0.76% Add +41.9% 889,624 $53.4M
Integrated Wealth Concepts LLC 0.53% Add +44.2% 885,608 $53.2M
NorthCoast Asset Management LLC 0.23% Add +8.0% 879,419 $52.8M
Gotham Asset Management 0.31% Add +7.0% 867,030 $52.0M
Wedmont Private Capital 2.18% Add +0.8% 852,360 $51.2M
Heritage Wealth Advisors 2.42% Add +0.3% 847,755 $50.9M
Ritholtz Wealth Management 1.12% Add +68.4% 843,396 $50.6M
Whittier Trust Co. 0.60% Add +1.9% 826,806 $49.6M
Cresset Asset Management, LLC 0.25% Reduce -1.5% 815,664 $49.0M
Quent Capital, LLC 4.72% Add +9.7% 814,240 $48.9M
Focus Partners Advisor Solutions, LLC 0.65% Add +0.7% 813,620 $48.8M
TD Private Client Wealth LLC 1.19% Add +4.5% 807,749 $48.5M
National Philanthropic Trust 0.64% Add +0.5% 795,658 $47.8M
Makena Capital Management LLC 4.69% Reduce -19.2% 779,675 $46.8M
Orion Porfolio Solutions, LLC 0.40% Add +22.0% 776,312 $46.6M
TFC Financial Management, Inc. 6.34% Add +1.2% 770,764 $46.3M
Principal Securities, Inc. 0.85% Add +6.5% 756,255 $45.4M
Connecticut Wealth Management, LLC 2.15% Add +29.0% 750,592 $45.1M
Octavia Wealth Advisors, LLC 5.01% Add +0.7% 734,254 $44.1M
Cobblestone Capital Advisors LLC 2.21% Reduce -0.3% 717,533 $43.1M
Austin Private Wealth, LLC 3.40% Add +106.2% 715,149 $42.9M
iA Global Asset Management Inc. 0.64% Add +109.1% 707,679 $42.5M
University of Massachusetts Foundation, Inc. 21.19% No change 700,928 $42.1M
Litman Gregory Wealth Management LLC 3.30% Add +10.7% 699,933 $42.0M
CKW Financial Group 4.79% Reduce -0.5% 693,537 $41.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.70% Reduce -11.8% 693,107 $41.6M
First Citizens Bank & Trust Co. 0.75% Reduce -3.7% 692,766 $41.6M
MPS Loria Financial Planners, LLC 12.04% Reduce -3.2% 681,582 $40.9M
Sompo Asset Management Co., Ltd. 7.02% Reduce -0.6% 673,156 $40.4M
GenTrust, LLC 1.90% Reduce -15.4% 671,754 $40.3M
Victory Capital Management Inc. 0.03% Reduce -13.9% 660,247 $39.6M
Savant Capital, LLC 0.28% Reduce -1.3% 659,346 $39.6M
Connable Office Inc. 3.90% Reduce -1.1% 656,140 $39.4M
Financial Synergies Wealth Advisors, Inc. 4.23% Add +1.0% 647,362 $38.9M
Wescott Financial Advisory Group, LLC 3.69% Reduce -1.3% 643,312 $38.6M
49 Wealth Management, LLC 4.08% Add +18.9% 638,902 $38.4M
Susquehanna International Group, LLP 0.06% Reduce -47.2% 627,431 $37.7M
Cambridge Associates LLC /Ma/ 0.83% Reduce -20.2% 626,187 $37.6M
RiverFront Investment Group, LLC 0.73% Add +13.7% 620,847 $37.3M
MBL Wealth, LLC 3.56% Add +2.2% 619,609 $37.2M
Santa Clara Valley Transportation Authority 34.97% No change 614,266 $36.9M
Parkside Investments, LLC 4.98% Add +28.1% 610,580 $36.7M
Signaturefd, LLC 0.62% Reduce -1.4% 608,610 $36.5M
Allianz Asset Management GmbH 0.05% Reduce -35.6% 596,700 $35.8M
Chai Trust Co. LLC 2.19% No change 594,544 $35.7M
First Foundation Advisors 1.32% Reduce -0.1% 592,731 $35.6M
Schneider Downs Wealth Management Advisors, LP 5.20% Add +162.8% 578,939 $34.8M
SCS Capital Management LLC 0.38% Reduce -5.5% 577,154 $34.6M
&partners 0.27% Add +8.8% 577,718 $34.6M
Red Cedar Investment Management, LLC 4.33% Add +0.8% 571,699 $34.3M
FORM Wealth Advisors, LLC 4.10% Add +9.4% 564,864 $33.9M
Commerce Bank 0.20% Add +0.6% 562,564 $33.8M
Heck Capital Advisors, LLC 2.90% Add +61.5% 562,292 $33.8M
BLB&B Advisors, LLC 1.56% Add +2.4% 556,394 $33.4M
Investure, LLC 2.53% Reduce -10.5% 552,055 $33.1M
Private Advisor Group, LLC 0.18% Add +53.8% 544,868 $32.7M
HSBC Holdings PLC 0.02% Reduce -5.5% 544,840 $32.7M
State of Wisconsin Investment Board 0.08% Add +1.1% 541,700 $32.5M
Aaron Wealth Advisors LLC 3.26% Reduce -5.7% 531,474 $31.9M
Bartlett & Co. Wealth Management LLC 0.44% Add +16.3% 529,394 $31.8M
Trek Financial, LLC 2.13% Add +31.9% 528,982 $31.8M
Magnus Financial Group LLC 2.80% Add +4.3% 528,628 $31.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -1.5% 527,983 $31.7M
NorthRock Partners, LLC 0.82% Add +28.0% 524,672 $31.5M
Brand Asset Management Group, Inc. 11.72% Add +2.7% 522,550 $31.4M
First Financial Bank - Trust Division 2.74% Add +1.4% 519,454 $31.2M
Cape Cod Five Cents Savings Bank 2.83% No change 537,923 $30.9M
Pure Financial Advisors, LLC 0.54% Add +119.1% 509,251 $30.6M
Mutual of America Capital Management LLC 0.32% No change 499,634 $30.0M
New York Life Investment Management LLC 0.28% Reduce -33.4% 498,596 $29.9M
Simon Quick Advisors, LLC 1.51% Add +595.7% 497,074 $29.8M
Exencial Wealth Advisors, LLC 1.04% Add +4.7% 492,322 $29.6M
Foster Group, Inc. 1.00% Add +0.7% 485,032 $29.1M
Alaska Wealth Advisors, LLC 4.16% Add +0.4% 483,542 $29.0M
Global Strategic Investment Solutions, LLC 3.10% Reduce -8.8% 482,900 $29.0M
Myriad Asset Management US LP 19.18% New 482,434 $29.0M
Scarborough Advisors, LLC 5.71% Add +147.1% 479,460 $28.8M
Vicus Capital 2.38% Add +1.9% 477,957 $28.7M
Equitable Holdings, Inc. 0.23% Add +23.1% 468,327 $28.1M
Syon Capital LLC 1.84% Reduce -4.3% 461,354 $27.7M
Johnson Financial Group, Inc. 1.24% Reduce -4.4% 460,810 $27.7M
EP Wealth Advisors, LLC 0.18% Add +105.9% 459,637 $27.6M
Icon Wealth Advisors, LLC 1.95% Add +73.4% 457,052 $27.4M
Steward Partners Investment Advisory, LLC 0.21% Add +40.1% 453,545 $27.2M
Gallagher Fiduciary Advisors, LLC 1.02% Add +2.6% 437,625 $26.3M
Ironwood Wealth Management, LLC. 9.58% Reduce -17.3% 437,286 $26.3M
Klingman & Associates, LLC 1.44% Add +63.6% 436,432 $26.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.69% Add +70.5% 430,992 $25.9M
Stonebridge Financial Group, LLC 2.50% Add +2907.5% 429,175 $25.8M
McKinley Carter Wealth Services, Inc. 1.42% Reduce -1.3% 426,320 $25.6M
Leverty Financial Group, LLC 7.51% New 419,203 $25.2M
Trustees of Dartmouth College 7.03% New 417,700 $25.1M
Inherent Management Corp. 12.64% No change 415,605 $24.9M
First Command Advisory Services, Inc. 0.21% Add +16.0% 414,174 $24.9M
Wellspring Financial Advisors, LLC 2.21% Reduce -1.9% 651,007 $24.8M
Bridges Investment Management Inc. 0.33% Reduce -0.3% 411,850 $24.7M
LMCG Investments, LLC 1.55% Add +59.7% 411,340 $24.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +264.4% 409,125 $24.6M
Becker Capital Management Inc. 0.76% Reduce -4.5% 406,219 $24.4M
SPC Financial, Inc. 2.03% Add +483.1% 403,991 $24.3M
Simplicity Wealth,LLC 1.00% Add +76.4% 399,767 $24.0M
Quadrant Capital Group LLC 0.86% Reduce -76.7% 398,736 $23.9M
Lowe Brockenbrough & Co. Inc. 1.33% Add +2.3% 394,729 $23.7M
Nottingham Advisors, Inc. 3.46% Reduce -1.5% 388,272 $23.3M
RKL Wealth Management LLC 2.03% Add +15.2% 384,796 $23.1M
Disciplina Capital Management LLC 2.92% Add +16.8% 384,465 $23.1M
Atria Wealth Solutions, Inc. 0.52% Reduce -3.5% 380,836 $22.9M
Rovin Capital /Ut/ 6.91% Add +68.9% 379,915 $22.8M
Pathway Financial Advisors LLC 3.32% Add +60.1% 377,758 $22.7M
Main Management ETF Advisors, LLC 0.94% Reduce -0.6% 376,680 $22.6M
SteelPeak Wealth, LLC 0.88% Add +82.2% 376,279 $22.6M
Kestra Private Wealth Services, LLC 0.32% Add +4.5% 374,112 $22.5M
Strategic Investment Advisors / MI 2.18% Add +12.7% 373,063 $22.4M
Rockbridge Investment Management, LCC 2.39% Add +6.8% 370,972 $22.3M
Financial Management Professionals, Inc. 2.48% Add +1.5% 366,570 $22.0M
Marietta Wealth Management, LLC 2.87% Add +2.7% 366,452 $22.0M
Constellation Investments, Inc. 1.01% No change 365,482 $21.9M
Kestra Advisory Services, LLC 0.11% Add +21.4% 360,790 $21.7M
Auto-Owners Insurance Co 0.48% Reduce -89.2% 360,000 $21.6M
UMB Bank, n.a. 0.34% Add +9.3% 359,466 $21.6M
Citizens & Northern Corp. 5.74% Reduce -3.7% 357,392 $21.5M
Olympus Wealth Management, LLC 7.14% Add +18.1% 354,036 $21.3M
Grove Bank & Trust 2.64% Add +8.0% 352,897 $21.2M
Prudential PLC 0.13% Add +62.3% 350,778 $21.1M
Elgethun Capital Management 4.22% Add +3.5% 349,535 $21.0M
Wellington Management Group LLP 0.00% Reduce -4.4% 349,355 $21.0M
DE Burlo Group Inc. 2.76% Add +122.4% 349,200 $21.0M
Smithfield Trust Co 0.98% Add +8.8% 347,215 $20.8M
Crescent Grove Advisors, LLC 2.01% Add +2.7% 345,793 $20.8M
Orgel Wealth Management, LLC 0.50% Add +1.4% 342,931 $20.6M
Stone House Investment Management, LLC 3.77% Add +102.6% 341,294 $20.5M
Sterling Investment Advisors LLC 10.54% Reduce -0.3% 337,319 $20.3M
Fifth Third Wealth Advisors LLC 0.84% Add +14.8% 335,343 $20.1M
Farther Finance Advisors, LLC 0.40% Add +5.0% 334,340 $20.1M
Parallel Advisors, LLC 0.40% Add +2.2% 331,642 $19.9M
SVB Wealth LLC 1.05% Reduce -15.8% 327,570 $19.7M
Capital Planning Advisors, LLC 2.88% Reduce -19.2% 327,494 $19.7M
Sharkey, Howes & Javer 2.63% Add +107.6% 327,098 $19.6M
Facet Wealth, Inc. 0.45% Reduce -3.4% 324,774 $19.6M
Shepherd Financial Partners LLC 2.04% Reduce -0.8% 321,916 $19.3M
St. Clair Advisors, LLC 5.04% Reduce -4.4% 320,787 $19.3M
CFS Investment Advisory Services, LLC 1.57% Add +83.8% 320,329 $19.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 320,308 $19.2M
Tortoise Investment Management, LLC 1.82% Add +1.3% 318,640 $19.1M
OneDigital Investment Advisors LLC 0.21% Reduce -10.8% 316,214 $19.0M
Abound Wealth Management 5.34% Reduce -10.7% 314,806 $18.9M
Resonant Capital Advisors, LLC 1.20% Add +3.5% 313,733 $18.8M
Rock Creek Group LLC 2.20% Add +33.7% 312,676 $18.8M
Concurrent Investment Advisors, LLC 0.36% Add +11.3% 310,423 $18.6M
Cabot-Wellington, LLC 6.40% Reduce -1.4% 309,376 $18.6M
Eq LLC 7.19% Add +25.1% 308,403 $18.5M
Financial Advocates Investment Management 1.51% Add +23.7% 308,002 $18.5M
Horst & Graben Wealth Management LLC 3.06% Add +105.0% 307,789 $18.5M
Sentinel Trust Co. Lba 2.00% Reduce -0.1% 307,093 $18.4M
Marion Wealth Management 4.59% Add +2.3% 305,171 $18.3M
Bank of Hawaii 0.97% No change 305,057 $18.3M
Blair William & Co. 0.05% Add +6.3% 303,609 $18.2M
Rehmann Capital Advisory Group 1.10% Reduce -2.9% 301,746 $18.1M
WASHINGTON TRUST Co 0.64% Add +0.5% 300,773 $18.1M
Prudential Financial Inc. 0.02% Add +292.6% 300,150 $18.0M
JFS Wealth Advisors, LLC 1.14% Add +0.1% 299,338 $18.0M
Towercrest Capital Management 3.21% Reduce -1.4% 299,232 $18.0M
Strategic Advocates LLC 5.33% Add +0.8% 299,030 $18.0M
Global Retirement Partners, LLC 0.44% — 299,000 $17.9M
High Falls Advisors, Inc 3.97% Add +87.2% 298,648 $17.9M
Coldstream Capital Management Inc. 0.29% Reduce -0.2% 298,359 $17.9M
Running Point Capital Advisors, LLC 4.81% Reduce -1.1% 290,570 $17.4M
Midwest Trust Co 0.24% — 288,977 $17.3M
Physician Wealth Advisors, Inc. 2.70% Add +85.8% 286,567 $17.2M
Custos Family Office, LLC 5.48% Reduce -11.8% 286,210 $17.2M
Fiducient Advisors LLC 2.07% Add +15.0% 281,576 $16.9M
Scotia Capital Inc. 0.08% Reduce -1.0% 279,054 $16.8M
Tarbox Family Office, Inc. 2.50% Reduce -1.7% 276,971 $16.6M
Glenmede Investment Management, LP 0.08% — 276,968 $16.6M
Capitolis Liquid Global Markets LLC 0.12% Reduce -52.1% 270,000 $16.2M
Pacific Life Fund Advisors LLC 1.73% Reduce -28.2% 269,518 $16.2M
WealthPlan Investment Management, LLC 1.17% Add +2.8% 268,726 $16.1M
Condor Capital Management 1.40% Reduce -0.7% 268,184 $16.1M
WealthShield Partners, LLC 1.94% Add +38.0% 267,453 $16.1M
Wealthspire Retirement, LLC 1.05% Reduce -1.3% 265,793 $16.0M
Appleton Partners Inc. 1.12% Add +0.9% 263,714 $15.8M
MassMutual Private Wealth & Trust, FSB 0.42% Add +45.8% 263,939 $15.8M
Cascade Financial Partners, LLC 1.88% Reduce -4.1% 261,093 $15.7M
Spire Wealth Management 0.56% Reduce -20.2% 269,687 $15.6M
Strategic Blueprint, LLC 0.76% Add +50.8% 259,132 $15.6M
Arkos Global Advisors 2.14% Add +3.8% 257,234 $15.4M
Galvin, Gaustad & Stein, LLC 1.34% Add +2.5% 255,990 $15.4M
Wealthquest Corp 1.21% Add +2.3% 255,113 $15.3M
Summit Financial, LLC 0.34% Add +25.6% 253,143 $15.2M
Oak Root LLC 1.87% Reduce -2.2% 251,809 $15.1M
Chilton Capital Management LLC 0.55% Reduce -1.1% 250,764 $15.1M
Bleakley Financial Group, LLC 0.38% Add +699.8% 247,419 $14.9M
Perigon Wealth Management, LLC 0.35% Add +8.8% 247,045 $14.8M
Portland Global Advisors LLC 1.75% Add +0.7% 246,971 $14.8M
NewEdge Wealth, LLC 0.23% Add +1.6% 240,881 $14.8M
Daiwa Securities Group Inc. 0.05% Add +79.7% 246,480 $14.8M
One Wealth Advisors, LLC 2.04% Add +81.4% 244,406 $14.7M
Meridian Wealth Partners, LLC 2.12% Add +1.3% 244,076 $14.7M
Mesirow Financial Investment Management, Inc. 0.29% Reduce -51.5% 243,888 $14.6M
Hengehold Capital Management LLC 1.33% Add +0.6% 243,453 $14.6M
Shakespeare Wealth Management, LLC 3.85% Reduce -0.7% 240,744 $14.5M
Wealth Alliance, LLC 1.61% Add +96.1% 240,464 $14.4M
Glenview Trust Co 0.25% Reduce -20.0% 239,326 $14.4M
Archford Capital Strategies, LLC 1.83% Add +25.9% 238,103 $14.3M
Associated Banc-Corp 0.40% Add +0.7% 237,947 $14.3M
Waterloo Capital, L.P. 1.14% Reduce -8.4% 235,101 $14.1M
HCR Wealth Advisors 1.66% Add +5.4% 234,774 $14.1M
Tsfg, LLC 2.54% Add +91.0% 234,202 $14.1M
Twele Capital Management, Inc. 2.78% Add +2.1% 233,755 $14.0M
Neumann Capital Management, LLC 4.40% Reduce -2.8% 232,915 $14.0M
BSW Wealth Partners 1.91% Reduce -0.3% 231,935 $13.9M
Guidance Capital, Inc. 3.91% Add +1.0% 229,043 $13.7M
Financial Engines Advisors L.L.C. 0.03% Add +0.4% 227,604 $13.7M
Stonebrook Private Inc. 3.19% Add +59.8% 226,811 $13.6M
Synovus Financial Corp. 0.17% Reduce -3.0% 225,522 $13.5M
Opus Capital Group, LLC 1.62% Reduce -1.8% 225,469 $13.5M
Stephens Group Asset Management, LLC 0.97% Add +5.5% 225,177 $13.5M
Veery Capital, LLC 4.65% Add +4.4% 225,127 $13.5M
Beacon Pointe Advisors, LLC 0.14% Add +0.0% 224,893 $13.5M
Long Run Wealth Advisors, LLC 2.81% Add +1.2% 223,031 $13.4M
Keystone Financial Services 4.55% Add +102.7% 222,670 $13.4M
Waverly Advisors, LLC 0.15% Reduce -8.9% 222,599 $13.4M
Smith & Howard Wealth Management, LLC 3.39% Add +3.0% 222,556 $13.4M
GAMMA Investing LLC 0.84% Reduce -10.9% 221,855 $13.3M
Acima Private Wealth, LLC 4.53% Reduce -0.9% 221,436 $13.3M
Iowa State Bank 2.63% Reduce -0.8% 220,032 $13.2M
Columbia Bank 4.01% Add +9.1% 218,863 $13.1M
Blueprint Investment Partners LLC 2.33% Add +0.1% 218,609 $13.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Reduce -26.4% 217,379 $13.0M
VAUGHAN & Co SECURITIES, INC. 7.48% Reduce -1.7% 217,194 $13.0M
McGlone Suttner Wealth Management, Inc. 1.94% Add +3.0% 213,568 $12.8M
Peapack Gladstone Financial Corp. 0.18% Add +3.6% 213,218 $12.8M
Integrity Alliance, Llc. 0.70% Add +30.4% 212,956 $12.8M
Swmg, LLC 4.22% Add +88.6% 205,857 $12.6M
Catalyst Financial Partners LLC 1.37% Add +10.4% 209,215 $12.6M
IFP Advisors, Inc 0.36% Add +5.8% 207,819 $12.5M
PAX Financial Group, LLC 2.38% Add +101.3% 207,243 $12.4M
Advisory Services Network, LLC 0.20% Add +21.1% 205,276 $12.4M
Columbus Macro, LLC 1.50% Reduce -2.5% 204,802 $12.3M
PDS Planning, Inc 0.91% Add +2.5% 204,365 $12.3M
Modern Wealth Management, LLC 0.30% Add +69.0% 203,865 $12.2M
Rothschild Wealth LLC 2.99% Add +82.6% 203,205 $12.2M
Ashton Thomas Private Wealth, LLC 0.43% Add +33.5% 201,370 $12.1M
Allworth Financial LP 0.06% Add +4.4% 201,241 $12.1M
Apollon Wealth Management, LLC 0.24% Add +16.7% 201,147 $12.1M
First Hawaiian Bank 1.63% Add +0.3% 200,013 $12.0M
CW Advisors, LLC 0.12% Add +11.2% 199,572 $12.0M
Composition Wealth, LLC 0.20% Add +13.7% 195,123 $11.7M
Prime Capital Investment Advisors, LLC 0.15% Reduce -21.0% 190,282 $11.4M
FDx Advisors, Inc. 3.47% Reduce -2.9% 189,404 $11.4M
Cornerstone Wealth Group, LLC 0.83% Add +3.4% 185,014 $11.1M
Parkside Advisors LLC 2.43% Add +3.0% 183,993 $11.0M
Probity Advisors, Inc. 1.93% Add +0.9% 182,872 $11.0M
Blue Edge Capital, LLC 1.62% Add +22.5% 181,906 $10.9M
Triad Wealth Partners, LLC 2.20% Add +110.1% 181,271 $10.9M
Kilter Group LLC 5.72% Add +115.3% 180,990 $10.9M
Baron Silver Stevens Financial Advisors, LLC 1.73% Add +2.9% 180,433 $10.8M
Liberty Wealth Management LLC 1.70% Add +39.9% 180,290 $10.8M
Beacon Harbor Wealth Advisors, Inc. 2.69% Reduce -10.0% 179,328 $10.8M
Russell Investments Group, Ltd. 0.01% Add +30.0% 178,380 $10.7M
Pictet Asset Management Holding SA 0.01% Reduce -10.9% 178,130 $10.6M
Invst, LLC 1.31% Add +122.6% 175,167 $10.5M
IFG Advisory, LLC 0.52% Add +24.2% 173,643 $10.4M
Avantax Planning Partners, Inc. 0.33% Add +8.0% 173,126 $10.4M
Astoria Strategic Wealth, Inc. 2.77% Reduce -8.4% 170,821 $10.3M
Clearstead Advisors, LLC 0.14% Add +59.1% 170,136 $10.2M
Affinity Capital Advisors, LLC 1.75% Add +5.6% 169,451 $10.2M
Lazard Asset Management LLC 0.02% Reduce -1.7% 169,425 $10.2M
MTC Wealth Management LLC 4.84% Reduce -2.4% 167,699 $10.1M
O'shaughnessy Asset Management, LLC 0.07% Add +8.4% 167,503 $10.1M
Mather Group, Llc. 0.11% Add +6.2% 165,012 $9.9M
Patriot Investment Management Group, Inc. 0.68% Reduce -1.2% 163,466 $9.8M
Ascent Group, LLC 0.38% Add +0.8% 163,360 $9.8M
Martel Wealth Advisors LLC 1.78% Reduce -2.1% 160,206 $9.6M
Stratos Wealth Advisors, LLC 0.51% Add +267.2% 159,663 $9.6M
KFA Private Wealth Group, LLC 2.97% Add +2.6% 159,652 $9.6M
Mayflower Financial Advisors, LLC 1.33% Add +55.6% 159,498 $9.6M
Maia Wealth LLC 1.82% Add +62.5% 159,001 $9.5M
Hi-Line Capital Management, LLC 3.34% Add +27.3% 157,134 $9.4M
Dorsey & Whitney Trust CO LLC 0.50% Reduce -0.9% 157,041 $9.4M
Single Point Partners, LLC 2.05% Reduce -1.6% 155,846 $9.4M
Wakefield Asset Management LLLP 2.60% Reduce -0.3% 155,108 $9.3M
Checchi Capital Advisers, LLC 0.65% Reduce -15.7% 154,117 $9.3M
North Berkeley Wealth Management, LLC 8.44% Add +0.2% 153,224 $9.2M
Beirne Wealth Consulting Services, LLC 2.95% Add +4.7% 151,460 $9.1M
Founders Financial Securities LLC 0.69% Reduce -9.5% 150,237 $9.0M
Regal Investment Advisors LLC 0.68% Add +89.7% 150,184 $9.0M
Shelter Ins Retirement Plan 10.47% No change 148,902 $8.9M
Resolute Wealth Advisor, Inc. 5.07% — 127,621 $8.9M
Snowden Capital Advisors LLC 0.26% Add +59.9% 148,264 $8.9M
Broadview Financial Management, LLC 6.04% Add +18.1% 148,063 $8.9M
Ackerman Capital Advisors, LLC 2.06% Reduce -0.3% 147,486 $8.9M
Crestwood Advisors Group, LLC 0.16% Add +3.6% 146,840 $8.8M
Centerline Wealth Advisors, LLC 4.32% New 146,549 $8.8M
Unique Wealth, LLC 1.42% Add +4.1% 146,245 $8.8M
AMG National Trust Bank 0.23% Add +0.8% 146,239 $8.8M
TSA Wealth Managment LLC 3.20% Add +51.4% 145,726 $8.7M
Bell Investment Advisors, Inc 1.50% Add +8.5% 145,502 $8.7M
Graybill Wealth Management, LTD. 2.82% Add +0.7% 144,104 $8.7M
Geneos Wealth Management Inc. 0.21% Add +10.4% 144,071 $8.6M
First Horizon Advisors, Inc. 0.22% Add +84.8% 143,259 $8.6M
Apeiron RIA LLC 2.21% Add +229.9% 142,909 $8.6M
Evensky & Katz LLC 0.52% Reduce -1.6% 142,281 $8.5M
Acropolis Investment Management, LLC 0.47% Add +3.6% 142,199 $8.5M
Roth Financial Partners LLC 3.08% Add +2.8% 142,205 $8.5M
Bay Harbor Wealth Management, LLC 2.47% Add +105.3% 142,017 $8.5M
Brooklyn FI, LLC 2.18% Add +10.0% 141,997 $8.5M
Flywheel Private Wealth LLC 6.78% Add +2.1% 140,767 $8.5M
Omega Financial Group, LLC 3.03% Add +1.2% 140,092 $8.4M
May Hill Capital, LLC 2.76% Reduce -4.2% 139,707 $8.4M
FIL Ltd 0.01% Add +11.9% 139,554 $8.4M
River Wealth Advisors LLC 1.04% Add +1.6% 139,388 $8.4M
Hamilton Capital, LLC 0.46% Add +2.1% 139,015 $8.3M
Community Bank, N.A. 1.09% Add +1.8% 138,699 $8.3M
RPTC Inc. 1.46% Reduce -1.5% 138,636 $8.3M
Conning Inc. 0.30% No change 137,998 $8.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.68% No change 137,900 $8.3M
Emerald Advisors, LLC 1.06% Reduce -7.0% 137,777 $8.3M
Marks Group Wealth Management, Inc 0.77% Add +85.9% 137,346 $8.2M
World Investment Advisors 0.19% Add +5.8% 136,541 $8.2M
Webster Bank, N. A. 0.85% Add +15.2% 136,237 $8.2M
Hobbs Group Advisors, LLC 2.78% Add +4.8% 135,647 $8.1M
Sowell Financial Services LLC 0.33% Add +3.7% 135,442 $8.1M
Ayalon Insurance Comp Ltd. 2.34% Add +3.1% 135,200 $8.1M
Bank of Stockton 2.42% Reduce -1.3% 135,087 $8.1M
Axiom Investors LLC 0.07% Add +5.5% 134,100 $8.1M
Adaptive Financial Consulting, LLC 3.36% Reduce -0.2% 133,943 $8.0M
Missouri Trust & Investment Co 2.62% Reduce -2.3% 133,785 $8.0M
Financial Advisors Network, Inc. 1.20% Add +7.5% 132,877 $8.0M
Keebeck Wealth Management 1.04% Add +65.0% 132,687 $8.0M
Atlantic Edge Private Wealth Management, LLC 2.18% Reduce -2.9% 132,017 $7.9M
Tudor Investment Corporation 0.06% Add +2.4% 131,370 $7.9M
Sachem Hill LLC 1.61% Reduce -3.2% 131,196 $7.9M
Twin Focus Capital Partners, LLC 1.10% Reduce -9.1% 131,122 $7.9M
Aptus Capital Advisors, LLC 0.08% Reduce -51.8% 131,118 $7.9M
Matthew Goff Investment Advisor, LLC 1.43% Reduce -0.8% 128,812 $7.7M
GAM Holding AG 0.54% New 127,793 $7.7M
Hudson Capital Management LLC 2.23% Reduce -2.3% 127,022 $7.6M
VPR Management LLC 3.57% No change 126,800 $7.6M
Sigma Planning Corp 0.23% Add +10.4% 126,780 $7.6M
Avidian Wealth Enterprises, LLC 0.31% Add +18.1% 126,764 $7.6M
Guidance Point Advisors, LLC 2.02% Add +7.0% 126,688 $7.6M
Rogco, LP 2.86% Add +0.5% 126,500 $7.6M
Brandywine Oak Private Wealth LLC 0.70% Reduce -6.1% 125,292 $7.5M
Allianz SE 0.18% Reduce -7.4% 125,050 $7.5M
Lido Advisors, LLC 0.04% Add +594.0% 122,413 $7.3M
Titleist Asset Management, LLC 0.73% Add +0.1% 121,742 $7.3M
First Citizens Asset Management, Inc. 2.58% Add +13.4% 121,404 $7.3M
AlphaCore Capital LLC 0.27% Add +65.3% 119,755 $7.2M
Forvis Mazars Wealth Advisors, LLC 0.15% Reduce -3.6% 119,435 $7.2M
Alliance Wealth Management Group 1.82% Reduce -2.5% 119,205 $7.2M
Evergreen Capital Management LLC 0.22% Add +62.8% 119,106 $7.1M
Salomon & Ludwin, LLC 0.70% Reduce -3.6% 118,237 $7.1M
First Trust Advisors LP 0.01% Reduce -7.8% 118,250 $7.1M
Madrona Financial Services, LLC 1.70% Add +10.0% 118,064 $7.1M
Black Diamond Financial, LLC 1.09% Reduce -8.9% 117,266 $7.0M
Fairway Wealth LLC 2.24% Add +14.1% 116,838 $7.0M
Mission Wealth Management, LP 0.15% Reduce -3.0% 116,830 $7.0M
Heritage Investors Management Corp. 0.22% Add +1.0% 116,527 $7.0M
DT Investment Partners, LLC 0.63% Add +3.7% 115,949 $7.0M
Kickstand Ventures, Llc. 1.62% Add +11.7% 115,600 $6.9M
WBH Advisory Inc. 0.59% Reduce -2.4% 114,816 $6.9M
Everett Harris & Co. 0.09% Reduce -4.6% 114,637 $6.9M
Ssi Investment Management LLC 2.75% Reduce -7.9% 113,633 $6.8M
Bryant Woods Investment Advisors, LLC 2.94% Reduce -10.0% 113,629 $6.8M
Richard P Slaughter Associates Inc 1.39% Add +10.5% 113,388 $6.8M
LBMC Investment Advisors, LLC 0.48% Reduce -5.5% 112,692 $6.8M
Texas Capital Bank Wealth Management Services Inc 0.63% New 112,024 $6.7M
Arkadios Wealth Advisors 0.20% Add +10.6% 111,943 $6.7M
Texas Yale Capital Corp. 0.22% Reduce -2.2% 111,680 $6.7M
Highland Capital Management, LLC 0.36% Reduce -0.9% 111,300 $6.7M
Causey Wealth LLC 3.40% Reduce -14.2% 110,163 $6.6M
Sumitomo Life Insurance Co. 0.45% Reduce -37.3% 109,800 $6.6M
Birchbrook, Inc. 3.52% Reduce -0.7% 109,489 $6.6M
Smith, Moore & Co. 0.55% Reduce -0.7% 108,754 $6.5M
Rwa Wealth Partners, LLC 0.08% Add +239.6% 108,616 $6.5M
Curi Capital, LLC 0.12% Add +140.1% 108,354 $6.5M
Focus Financial Network, Inc. 0.26% Add +84.5% 108,183 $6.5M
Sigma Investment Counselors Inc. 0.36% Add +5.4% 107,963 $6.5M
Interchange Capital Partners, LLC 1.49% Add +19.8% 107,893 $6.5M
Florida Trust Wealth Management Co 0.20% Add +40.5% 107,757 $6.5M
Gateway Wealth Partners, LLC 1.23% Add +46.6% 107,722 $6.5M
Frontier Asset Management, LLC 1.75% Reduce -22.3% 107,325 $6.4M
Perennial Investment Advisors, LLC 0.63% Add +230.7% 107,326 $6.4M
Boston Research & Management Inc. 1.53% Add +1.3% 107,177 $6.4M
Sequoia Financial Advisors, LLC 0.04% Reduce -16.5% 106,911 $6.4M
B. Riley Wealth Advisors, Inc. 0.31% Reduce -45.0% 106,605 $6.4M
CI Investments Inc. 0.02% Add +11.8% 105,905 $6.4M
Sovran Advisors, LLC 0.66% Add +67.9% 105,338 $6.3M
Avid Wealth Partners LLC 3.62% Add +102.7% 105,337 $6.3M
Hobbs Wealth Management, LLC 6.02% Add +118.7% 105,130 $6.3M
True Vision MN LLC 3.49% Add +65.9% 105,113 $6.3M
Highline Wealth Partners LLC 1.85% Add +5.0% 104,144 $6.3M
Sweeney & Michel, LLC 2.22% Add +0.4% 103,948 $6.2M
Klaas Financial Asset Advisors, LLC 0.98% Add +2.6% 103,552 $6.2M
Axxcess Wealth Management, LLC 0.15% Add +48.6% 103,347 $6.2M
Ironsides Asset Advisors, LLC 1.79% No change 102,603 $6.2M
Endeavor Private Wealth, Inc. 2.91% Add +53.1% 102,438 $6.1M
BCGM Wealth Management, LLC 1.73% Add +121.9% 102,404 $6.1M
Csenge Advisory Group 0.32% Add +35.9% 107,620 $6.1M
Ausdal Financial Partners, Inc. 0.40% Add +27.6% 101,103 $6.1M
One Capital Management, LLC 0.21% Reduce -0.8% 100,111 $6.0M
Americana Partners, LLC 0.21% Reduce -45.6% 99,518 $6.0M
Galilei Investment Office LLP 3.04% No change 99,500 $6.0M
Central Pacific Bank - Trust Division 0.79% Reduce -8.3% 99,185 $6.0M
Atlanta Consulting Group Advisors, LLC 1.62% Reduce -0.2% 98,573 $5.9M
Brown Brothers Harriman & Co. 0.04% Add +7.3% 98,558 $5.9M
Fairview Capital Investment Management, LLC 0.30% Add +0.7% 95,134 $5.7M
Convergence Financial, LLC 0.98% Add +74.7% 95,045 $5.7M
Bradley Foster & Sargent Inc. 0.09% New 94,995 $5.7M
Blueprint Financial Advisors LLC 1.81% Reduce -13.3% 93,935 $5.6M
Allegiance Financial Group Advisory Services LLC 1.49% Add +8.8% 93,899 $5.6M
Sage Rhino Capital LLC 1.19% Add +12.7% 93,812 $5.6M
Quattro Financial Advisors LLC 1.98% Reduce -8.6% 93,503 $5.6M
Astoria Portfolio Advisors LLC. 1.57% Add +33.5% 90,829 $5.6M
Hancock Whitney Corp. 0.11% Add +15.9% 92,909 $5.6M
Armbruster Capital Management, Inc. 1.01% Add +0.6% 92,737 $5.6M
Courier Capital LLC 0.34% Add +15.1% 92,472 $5.6M
Avalon Capital Management 1.49% Add +72.3% 92,390 $5.5M
Fortitude Family Office, LLC 1.83% Reduce -29.4% 91,963 $5.5M
Pointe Capital Management LLC 2.84% Add +2.2% 91,191 $5.5M
FWG Investments, LLC. 4.14% Add +19.5% 90,699 $5.4M
Encompass Wealth Advisors, LLC 1.98% Add +3.9% 90,109 $5.4M
Symphony Financial, Ltd. Co. 0.70% Add +0.6% 76,237 $5.4M
Country Club Bank 0.34% Add +2.4% 89,551 $5.4M
Sage Advisory Services, Ltd.Co. 2.91% Reduce -4.7% 88,881 $5.3M
Arbor Investment Advisors, LLC 0.68% Reduce -2.6% 88,764 $5.3M
Twin Peaks Wealth Advisors, LLC 1.72% Add +100.4% 85,779 $5.3M
McNaughton Wealth Management, LLC 2.37% New 88,659 $5.3M
Prosperity Consulting Group, LLC 0.39% Add +11.9% 88,417 $5.3M
Howard Bailey Securities, LLC 1.63% Reduce -13.7% 88,291 $5.3M
Bank Julius Baer & Co. Ltd, Zurich 0.02% New 88,136 $5.3M
Clear Creek Financial Management, LLC 0.50% Add +512.6% 88,111 $5.3M
Vise Technologies, Inc. 0.22% — 88,012 $5.3M
Frisco Financial Planning LLC 4.79% Add +1.2% 87,673 $5.3M
M1 Capital Management LLC 2.65% Add +108.5% 87,591 $5.3M
Optiver Holding B.V. 0.14% Add +252.9% 87,427 $5.2M
Lutz Financial Services LLC 0.41% Reduce -0.5% 86,981 $5.2M
YHB Investment Advisors, Inc. 0.40% Add +10.1% 86,957 $5.2M
Harbour Capital Advisors, LLC 1.10% Reduce -0.8% 86,404 $5.2M
Signet Financial Management, LLC 0.65% Add +27.4% 86,707 $5.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -39.8% 86,363 $5.2M
Gladstone Institutional Advisory LLC 0.21% Add +18.3% 86,177 $5.2M
Nwam LLC 0.30% Add +14.9% 85,612 $5.2M
Ieq Capital, LLC 0.03% Reduce -5.2% 85,669 $5.1M
Elevate Wealth Advisory, Inc. 3.65% Reduce -8.6% 85,505 $5.1M
Cypress Wealth Services, LLC 0.92% Add +49.4% 85,443 $5.1M
Defined Wealth Management, LLC 3.17% Add +7.0% 85,230 $5.1M
Richard W. Paul & Associates, LLC 1.85% Reduce -0.7% 85,093 $5.1M
Nations Financial Group Inc, /Ia/ 0.35% Add +0.1% 84,989 $5.1M
Life Planning Partners, Inc 4.04% Add +1.6% 84,554 $5.1M
Global Wealth Management Investment Advisory, Inc. 0.95% Add +19.9% 84,518 $5.1M
Great Lakes Advisors, LLC 0.04% Add +63.8% 84,438 $5.1M
Steele Capital Management, Inc. 0.24% Add +4.6% 84,082 $5.0M
AdvisorNet Financial, Inc 0.33% Add +70.9% 84,004 $5.0M
First Merchants Corp. 0.19% Add +1.8% 83,666 $5.0M
CarsonAllaria Wealth Management, Ltd. 2.69% Add +8.7% 83,636 $5.0M
Thrivent Financial for Lutherans 0.01% Reduce -86.7% 83,111 $5.0M
Southern Capital Advisors, LLC 2.55% Add +1.3% 83,103 $5.0M
Callan Family Office, LLC 0.16% Add +11.1% 83,030 $5.0M
Next Capital Management LLC 1.82% Add +10.8% 82,147 $4.9M
Asset Dedication, LLC 0.36% Reduce -0.5% 81,517 $4.9M
James J. Burns & Company, LLC 0.80% Add +13.7% 81,320 $4.9M
Gen-Wealth Partners Inc 1.88% Add +93.2% 81,116 $4.9M
Tacita Capital Inc 3.12% Reduce -0.1% 80,930 $4.9M
Willis Johnson & Associates, Inc. 0.33% Add +5.7% 80,844 $4.9M
FAS Wealth Partners, Inc. 0.36% Reduce -6.0% 80,649 $4.8M
JSF Financial, LLC 1.15% Add +2.7% 80,402 $4.8M
Mechanics Financial Corp 2.04% Add +5.1% 79,759 $4.8M
SageView Advisory Group, LLC 0.18% Reduce -13.2% 78,026 $4.8M
PKO Investment Management Joint-Stock Co 0.51% Reduce -9.2% 79,013 $4.7M
Lansing Street Advisors 1.41% Reduce -6.9% 78,865 $4.7M
Natixis Advisors, LLC 0.01% Reduce -7.1% 78,792 $4.7M
Winthrop Advisory Group LLC 0.45% Add +28.1% 78,507 $4.7M
Sovereign Investment Advisors, LLC 1.30% Add +4.0% 78,464 $4.7M
Cornerstone Management, Inc. 0.82% Add +0.8% 78,260 $4.7M
Winthrop Capital Management, LLC 1.19% Reduce -0.5% 78,204 $4.7M
Fort Point Capital Partners LLC 0.47% Add +2.9% 78,156 $4.7M
LifeWealth Investments, LLC 1.70% Add +7.6% 77,691 $4.7M
Mutual Advisors, LLC 0.12% Add +21.5% 75,674 $4.7M
Emergent Wealth Advisors, LLC 2.96% Add +4.5% 76,350 $4.6M
Shelter Mutual Insurance Co 1.07% No change 77,114 $4.6M
Tradition Wealth Management, LLC 0.36% Add +98.1% 76,099 $4.6M
Oppenheimer & Co. Inc. 0.06% Add +12.7% 76,017 $4.6M
Lake Street Private Wealth, LLC 0.65% Add +3.4% 75,913 $4.6M
Clarius Group, LLC 0.26% Reduce -9.1% 75,454 $4.5M
AQR Capital Management 0.00% Add +23.7% 75,350 $4.5M
New Hampshire Trust 0.94% Reduce -3.4% 74,888 $4.5M
One Wealth Capital Management, LLC 2.11% Add +73.5% 74,876 $4.5M
Macquarie Group Ltd. 0.01% No change 74,740 $4.5M
SummitTX Capital, L.P. 0.20% New 74,131 $4.5M
Capital Group Private Client Services, Inc. 0.04% Add +4.0% 73,818 $4.4M
B.O.S.S. Retirement Advisors, LLC 1.11% Add +8.5% 73,351 $4.4M
Vance Wealth, LLC 1.48% Reduce -2.4% 73,275 $4.4M
Canopy Partners, LLC 1.61% Reduce -0.7% 73,037 $4.4M
Integrated Advisors Network LLC 0.20% Add +0.3% 72,954 $4.4M
Northwest Wealth Management, LLC 0.79% Add +0.4% 72,767 $4.4M
Circle Wealth Management, LLC 0.10% Reduce -13.9% 72,506 $4.4M
Parr McKnight Wealth Management Group, LLC 0.60% Add +1.7% 72,433 $4.3M
Foundry Financial Group, Inc. 2.47% Reduce -0.9% 72,352 $4.3M
Lifelong Wealth Advisors, Inc. 1.44% Add +121.5% 72,287 $4.3M
Crane Advisory, LLC 0.72% Reduce -7.8% 72,091 $4.3M
10Elms LLP 4.80% Add +3.5% 72,094 $4.3M
South Plains Financial, Inc. 3.02% Add +44.5% 71,625 $4.3M
Diversify Advisory Services, LLC 0.16% Add +60.1% 68,911 $4.3M
Rosenberg Matthew Hamilton 0.99% Add +1.0% 71,114 $4.3M
Wetzel Investment Advisors, Inc. 1.96% Reduce -28.1% 71,059 $4.3M
Centurion Wealth Management LLC 1.22% Add +265.2% 70,916 $4.3M
Financial Council, LLC 2.05% Reduce -1.5% 70,681 $4.2M
Exchange Capital Management, Inc. 0.63% Add +1.7% 70,571 $4.2M
Grand Wealth Management, LLC 2.18% Reduce -2.2% 70,543 $4.2M
NorthLanding Financial Partners, LLC 3.74% Add +3.0% 70,372 $4.2M
Morling Financial Advisors, LLC 1.38% Add +0.9% 70,323 $4.2M
OMNI 360 Wealth, Inc. 2.62% Reduce -4.6% 70,244 $4.2M
Federated Hermes, Inc. 0.01% No change 70,200 $4.2M
Atlantic Union Bankshares Corp 0.10% New 70,132 $4.2M
HUB Investment Partners, LLC 0.15% Reduce -15.0% 70,098 $4.2M
Liquid Strategies, LLC 0.92% Add +22.7% 70,084 $4.2M
Smith Salley Wealth Management 0.24% Add +0.7% 69,835 $4.2M
Invera Wealth Advisors, LLC 2.72% Reduce -0.6% 69,555 $4.2M
LM Advisors LLC 0.54% No change 69,469 $4.2M
Cantor Fitzgerald Investment Advisors L.P. 0.29% Add +6.8% 69,418 $4.2M
Variant Private Wealth, LLC 4.32% Add +0.8% 69,305 $4.2M
Islay Capital Management, LLC 2.68% Add +147.6% 68,649 $4.1M
Signature Estate & Investment Advisors LLC 0.09% Add +4.5% 68,410 $4.1M
Camelot Technology Advisors, Inc. 3.55% Add +5.3% 68,347 $4.1M
J.W. Cole Advisors, Inc. 0.09% Add +83.9% 68,194 $4.1M
Minot DeBlois Advisors LLC 3.87% Reduce -2.5% 68,088 $4.1M
Cranbrook Wealth Management, LLC 0.87% Reduce -1.3% 67,800 $4.1M
Ameraudi Asset Management, Inc. 2.12% Reduce -1.0% 67,212 $4.0M
Element Wealth, LLC 1.86% Add +1.7% 67,180 $4.0M
Crewe Advisors LLC 0.57% Reduce -2.5% 67,100 $4.0M
2UniFi Bank 2.28% Add +10.5% 67,002 $4.0M
North Star Asset Management Inc. 0.17% Reduce -1.8% 66,084 $4.0M
Rodgers & Associates, LTD 0.44% Reduce -0.5% 66,042 $4.0M
Mgo One Seven LLC 0.13% Add +615.1% 65,983 $4.0M
Charles Schwab Trust Co 0.30% Add +39.9% 65,938 $4.0M
Nova R Wealth, Inc. 1.83% Add +2.9% 65,680 $3.9M
LifePlan Investment Advisors, Inc. 1.95% Add +45.8% 65,360 $3.9M
Plancorp, LLC 0.14% Add +14.0% 65,236 $3.9M
Dravo Bay LLC 1.89% Add +0.6% 63,320 $3.9M
Evolution Wealth Advisors, LLC 0.57% Add +0.5% 64,677 $3.9M
King Wealth Management Group 0.53% Add +3.5% 64,644 $3.9M
Summit Trail Advisors, LLC 0.07% Reduce -23.9% 64,592 $3.9M
Firethorn Wealth Partners, LLC 1.68% Add +60.0% 64,579 $3.9M
EPG Wealth Management LLC 1.16% Add +0.4% 64,567 $3.9M
Hoxton Planning & Management, LLC 1.33% Add +70.1% 64,318 $3.9M
Astra Wealth Partners LLC 3.10% Add +5.1% 64,096 $3.8M
Avos Capital Management, LLC 2.19% Add +28.5% 64,086 $3.8M
Verus Capital Partners, LLC 0.34% Add +33.8% 63,980 $3.8M
Beacon Bank & Trust 0.87% Add +4.1% 63,629 $3.8M
4Thought Financial Group Inc. 2.03% Add +142.9% 63,534 $3.8M
Synergy Investment Management, LLC 2.30% Add +468.6% 63,458 $3.8M
Arete Wealth Advisors, LLC 0.27% Add +9.5% 63,394 $3.8M
DecisionMap Wealth Management, LLC 2.59% Add +4.3% 62,887 $3.8M
Caliber Wealth Management, LLC / KS 0.40% Add +10.6% 62,683 $3.8M
WCG Wealth Advisors LLC 0.24% Add +5.6% 62,554 $3.8M
Independent Financial Group, LLC 0.10% Add +7.4% 62,414 $3.7M
Elevation Point Wealth Partners, LLC 0.29% Add +74.7% 62,386 $3.7M
CoreCap Advisors, LLC 0.15% Add +50.3% 62,138 $3.7M
United Advisor Group, LLC 0.64% Add +308.7% 61,288 $3.7M
Compound Planning, Inc. 0.14% Reduce -10.7% 61,185 $3.7M
Lantz Financial LLC 0.91% Add +111.1% 60,682 $3.6M
Cordgrass Capital Advisors, LLC 0.98% Add +0.6% 60,364 $3.6M
Intergy Private Wealth, LLC 1.24% Add +1.0% 60,323 $3.6M
TBH Global Asset Management, LLC 0.77% Reduce -15.7% 56,949 $3.6M
PrairieView Partners, LLC 0.35% Add +1.9% 60,222 $3.6M
Eldridge Investment Advisors, Inc. 0.75% Add +0.6% 59,886 $3.6M
AtlasMark Financial, Inc 2.73% Add +38.5% 59,800 $3.6M
Koesten, Hirschmann & Crabtree, INC. 1.85% Reduce -1.2% 59,616 $3.6M
Vident Advisory, LLC 0.04% Reduce -20.0% 59,501 $3.6M
Laird Norton Wetherby Wealth Management, LLC 0.16% — 59,126 $3.5M
CreativeOne Wealth, LLC 0.09% Add +17.1% 58,963 $3.5M
Endowment Wealth Management, Inc. 1.82% Reduce -1.4% 58,775 $3.5M
Leavell Investment Management, Inc. 0.16% Reduce -19.3% 58,774 $3.5M
CoreFirst Bank & Trust 1.97% Add +9.0% 58,221 $3.5M
Wilmington Savings Fund Society, FSB 0.06% Add +9.1% 58,064 $3.5M
Heritage Financial Services, LLC 0.34% Reduce -8.9% 57,987 $3.5M
Empower Advisory Group, LLC 0.01% Reduce -20.0% 57,860 $3.5M
AXA S.A. 0.01% No change 57,800 $3.5M
Pembroke Management, LTD 0.42% Add +3.4% 57,612 $3.5M
Fifth Third Securities, Inc. 0.26% Add +2.6% 57,252 $3.4M
Shared Vision Wealth Group LLC 1.71% Add +54.6% 56,840 $3.4M
RFG Advisory, LLC 0.08% Add +34.3% 57,065 $3.4M
Princeton Global Asset Management LLC 0.62% Add +2.2% 56,858 $3.4M
Allie Family Office LLC 1.69% No change 56,704 $3.4M
Argent Trust Co 0.13% Add +7.1% 56,547 $3.4M
Aerodigm Wealth, LLC 1.63% Reduce -16.2% 56,496 $3.4M
TFB Advisors LLC 0.88% Reduce -1.9% 56,265 $3.4M
Fiduciary Trust Co 0.04% Reduce -1.2% 56,064 $3.4M
Bryn Mawr Trust Advisors, LLC 0.18% Add +9.0% 55,894 $3.4M
Legacy Edge Advisors, LLC 0.45% Reduce -2.9% 55,881 $3.4M
Falcon Wealth Planning 0.34% Reduce -2.0% 55,736 $3.3M
Old National Bancorp 0.06% Add +509.6% 55,507 $3.3M
Elmwood Wealth Management, Inc. 1.32% Reduce -2.0% 55,502 $3.3M
Brady Martz Wealth Solutions, LLC 0.64% Reduce -1.7% 55,447 $3.3M
Woodmont Investment Counsel LLC 0.22% Reduce -7.8% 55,337 $3.3M
Compagnie Lombard Odier SCmA 0.04% Add +26.7% 54,963 $3.3M
Journey Strategic Wealth LLC 0.11% Reduce -17.4% 54,680 $3.3M
Transcend Capital Advisors, LLC 0.25% Add +16.7% 54,677 $3.3M
Sunburst Financial Group, LLC 0.73% Reduce -4.7% 54,586 $3.3M
eCIO, Inc. 1.38% Add +1.1% 54,545 $3.3M
SOL Capital Management CO 0.32% Add +43.0% 54,330 $3.3M
Theory Financial LLC 1.23% Add +92.9% 53,803 $3.2M
Cypress Financial Planning LLC 1.06% Add +9.0% 53,881 $3.2M
Private Trust Co. NA 0.31% Add +12.3% 53,747 $3.2M
Hollencrest Capital Management 0.14% Add +0.7% 53,691 $3.2M
Lam Group, Inc. 2.15% No change 53,565 $3.2M
Stone Summit Wealth LLC 0.99% Reduce -6.5% 53,460 $3.2M
Atlas Capital Advisors Inc. 0.39% Reduce -1.8% 53,437 $3.2M
Motive Wealth Advisors 1.46% Reduce -1.9% 53,395 $3.2M
My Legacy Advisors, LLC 1.14% Add +83.4% 53,007 $3.2M
Sapient Capital LLC 0.06% Add +32.4% 53,044 $3.2M
First Manhattan Co. Llc. 0.01% Add +342.9% 52,764 $3.2M
Cordant, Inc. 1.52% Add +32.3% 52,532 $3.2M
D.A. Davidson & Co. 0.02% Add +8.7% 51,989 $3.1M
5T Wealth, LLC 1.59% Add +28.8% 51,856 $3.1M
Elyxium Wealth, LLC 1.17% Reduce -16.8% 51,795 $3.1M
NBT Bank, N.A. 0.21% Reduce -0.2% 51,620 $3.1M
Diversified Enterprises, LLC 0.23% Reduce -7.3% 51,596 $3.1M
Cyndeo Wealth Partners, LLC 0.18% Add +9.8% 51,007 $3.1M
Disciplined Investments, LLC 1.29% Reduce -1.5% 50,790 $3.0M
Vertex Planning Partners, LLC 0.63% Add +94.1% 50,638 $3.0M
Turtle Creek Wealth Advisors, LLC 0.36% Add +3.4% 50,603 $3.0M
MIdWestOne Financial Group, Inc. 0.39% Reduce -9.0% 50,361 $3.0M
Rothschild & Co Wealth Management UK Ltd 0.04% Add +136.8% 50,318 $3.0M
Davis Wealth Advisors, LLC 3.21% Add +88.8% 50,313 $3.0M
Westside Investment Management, Inc. 0.56% Reduce -13.8% 50,208 $3.0M
Money Design Co.,Ltd. 0.15% Add +1.8% 49,964 $3.0M
Rf&l Wealth Management, LLC 1.92% Reduce -5.5% 49,607 $3.0M
Benjamin Edwards Inc. 0.04% Add +123.8% 49,453 $3.0M
Tritonpoint Wealth, LLC 0.27% Reduce -2.2% 49,323 $3.0M
Apella Capital, LLC 0.08% Reduce -4.7% 49,377 $3.0M
Chris Bulman Inc 1.68% New 48,952 $2.9M
Quadrant Private Wealth Management, LLC 0.61% New 48,699 $2.9M
Metis Global Partners, LLC 0.08% New 48,590 $2.9M
Balentine LLC 0.11% Add +12.0% 48,465 $2.9M
Orrstown Financial Services Inc. 0.61% Add +11.0% 48,293 $2.9M
JGP Wealth Management, LLC 0.35% Add +3.0% 47,974 $2.9M
Avior Wealth Management, LLC 0.10% Add +0.8% 47,801 $2.9M
Unique Wealth Strategies, LLC 1.17% Reduce -4.9% 46,692 $2.8M
Wealth Dimensions Group, Ltd. 0.61% Add +0.7% 46,268 $2.8M
Spectrum Planning & Advisory Services Inc. 1.79% Add +26.9% 46,210 $2.8M
Precision Wealth Strategies, LLC 0.90% New 46,193 $2.8M
AA Financial Advisors, LLC 0.60% Reduce -2.1% 46,080 $2.8M
Barnes Wealth Management Group, Inc 1.63% Add +75.8% 46,065 $2.8M
Advus Financial Partners, LLC 0.70% Add +66.3% 45,940 $2.8M
Braun-Bostich & Associates Inc. 1.88% Add +1035.8% 45,931 $2.8M
Capital Asset Advisory Services LLC 0.13% Add +27.6% 45,815 $2.8M
Baron Financial Group, LLC 1.58% Reduce -1.1% 44,927 $2.7M
Zuckerman Investment Group, LLC 0.26% Reduce -0.3% 44,567 $2.7M
Prospera Financial Services Inc 0.05% Reduce -2.9% 44,526 $2.7M
First United Bank & Trust 0.93% Reduce -1.2% 44,544 $2.7M
Pinnacle Financial Partners Inc 0.06% Add +12.1% 44,339 $2.7M
KMG Fiduciary Partners, LLC 0.20% Add +9.6% 44,107 $2.6M
Scissortail Wealth Management, LLC 0.63% Add +3.3% 43,679 $2.6M
Brighton Jones LLC 0.07% Add +5.0% 43,366 $2.6M
SlateStone Wealth, LLC 0.24% Reduce -0.1% 43,160 $2.6M
Bristlecone Advisors, LLC 0.22% Reduce -16.5% 43,059 $2.6M
Norris Perne & French LLP 0.18% Add +2.4% 42,997 $2.6M
Diversified Portfolios, Inc. 0.25% Add +44.2% 42,970 $2.6M
FFG Retirement Advisors LLC 1.61% Add +125.7% 42,860 $2.6M
BCS Wealth Management 0.55% Add +8.7% 42,637 $2.6M
Keeler & Nadler Financial Planning & Wealth Management 1.02% New 42,618 $2.6M
Redhawk Wealth Advisors, Inc. 0.32% New 42,614 $2.6M
Verus Wealth Management, LLC 2.57% Add +3.0% 42,593 $2.6M
Sepio Capital, LP 0.18% Reduce -0.4% 42,424 $2.5M
Kingdom Financial Group LLC. 2.20% Reduce -61.2% 41,859 $2.5M
Quantinno Capital Management LP 0.01% Add +68.0% 41,830 $2.5M
Jaffetilchin Investment Partners, LLC 0.16% Add +1.6% 41,618 $2.5M
HB Wealth Management, LLC 0.02% Add +27.0% 41,576 $2.5M
Bush Investment Group, LLC 1.67% Add +114.2% 41,543 $2.5M
WESCAP Management Group, Inc. 0.57% Reduce -15.8% 41,484 $2.5M
Fidelis Capital Partners, LLC 0.23% Add +5.9% 40,798 $2.5M
Capital Investment Advisory Services, LLC 0.20% Add +6.3% 41,082 $2.5M
Continental Advisors LLC 1.75% No change 40,800 $2.4M
Wealthstream Advisors, Inc. 0.41% Reduce -1.6% 40,700 $2.4M
Alpha Omega Wealth Management LLC 0.44% Add +2.0% 40,696 $2.4M
BridgePort Financial Solutions, LLC 0.81% Add +45.4% 40,609 $2.4M
CIBC Private Wealth Group LLC 0.00% Add +30.0% 40,537 $2.4M
Traveka Wealth, LLC 1.29% Add +27.1% 40,439 $2.4M
Vontobel Holding Ltd. 0.01% Reduce -1.1% 40,349 $2.4M
Keel Point, LLC 0.16% Reduce -17.0% 40,076 $2.4M
DDFG, Inc 0.60% Add +3.5% 40,050 $2.4M
Rialto Wealth Management, LLC 0.67% Add +9.9% 40,015 $2.4M
Red Tortoise LLC 1.17% Add +1.2% 39,991 $2.4M
Mycio Wealth Partners, LLC 0.55% Reduce -7.9% 39,978 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.27% Add +83.6% 39,636 $2.4M
IHT Wealth Management, LLC 0.07% Reduce -16.4% 39,578 $2.4M
Richardson Financial Services Inc. 1.58% Reduce -4.3% 39,217 $2.4M
Squarepoint Ops LLC 0.01% Reduce -30.6% 38,716 $2.3M
WealthPLAN Partners, LLC 0.37% Add +79.5% 38,583 $2.3M
Lanark Financial, Inc. 0.19% Add +10.0% 38,500 $2.3M
Okabena Investment Services Inc. 0.51% Reduce -1.7% 38,427 $2.3M
Retirement Wealth Solutions LLC 1.68% Add +73.3% 38,318 $2.3M
Pinnacle Associates Ltd. 0.03% Add +1.5% 38,311 $2.3M
Continuum Advisory, LLC 0.28% Add +14.2% 38,149 $2.3M
Headinvest, LLC 0.49% Reduce -5.5% 38,030 $2.3M
OneAscent Financial Services LLC 0.16% Add +87.8% 37,950 $2.3M
Rathbones Group PLC 0.01% Add +27.4% 37,558 $2.3M
Darrow Company, Inc. 1.13% Reduce -8.7% 37,326 $2.2M
Stokes Family Office, LLC 0.23% Add +30.4% 36,955 $2.2M
RCS Financial Planning, LLC 1.10% Add +76.8% 36,893 $2.2M
Savvy Advisors, Inc. 0.15% Add +30.4% 36,704 $2.2M
Redwood Investment Management, LLC 0.23% Add +246.4% 36,597 $2.2M
CogentBlue Wealth Advisors, LLC 1.68% Reduce -5.7% 36,465 $2.2M
Founders Grove Wealth Partners, LLC 0.55% Add +0.1% 36,388 $2.2M
Jordan Park Trust Co LLC 2.02% No change 36,349 $2.2M
Dynamic Advisor Solutions LLC 0.07% Add +3.3% 36,033 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -11.7% 35,672 $2.1M
Thrive Wealth Management, LLC 0.35% Add +12.5% 35,623 $2.1M
Freestone Capital Holdings, LLC 0.07% Reduce -5.1% 35,599 $2.1M
Fullcircle Wealth LLC 0.80% Add +128.1% 35,209 $2.1M
Keystone Financial Group 0.19% Add +31.5% 35,409 $2.1M
Centaurus Financial, Inc. 0.12% Reduce -16.1% 35,386 $2.1M
Moors & Cabot, Inc. 0.10% Add +15.0% 35,329 $2.1M
SOA Wealth Advisors, LLC. 0.39% Add +2.1% 148,242 $2.1M
Claro Advisors Inc. 0.35% Add +14.3% 35,130 $2.1M
City of London Investment Management Co. Ltd. 0.20% New 35,000 $2.1M
Lloyd Advisory Services, LLC. 1.01% Add +43.0% 34,977 $2.1M
Smithbridge Asset Management Inc. 0.37% Add +3.6% 34,878 $2.1M
Great Valley Advisor Group, Inc. 0.05% Add +2.0% 34,840 $2.1M
Ellevest, Inc. 0.33% Reduce -30.6% 34,792 $2.1M
Principal Financial Group Inc. 0.00% Reduce -2.3% 34,664 $2.1M
Asset Allocation Strategies LLC 0.46% New 34,626 $2.1M
Coppell Advisory Solutions LLC 0.25% Add +957.6% 34,690 $2.1M
Van Cleef Asset Management,Inc 0.22% Reduce -0.8% 34,492 $2.1M
Commonwealth Retirement Investments LLC 0.79% Add +126.3% 34,394 $2.1M
Graypoint LLC 0.12% Add +0.7% 34,368 $2.1M
Parkside Financial Bank & Trust 0.22% Add +4.3% 34,168 $2.1M
Good Steward Wealth Advisors,LLC 1.60% Add +104.6% 33,977 $2.0M
BCU Wealth Advisors, LLC 0.92% Add +239.5% 33,959 $2.0M
Harbour Investments, Inc. 0.05% Add +52.2% 33,774 $2.0M
High Net Worth Advisory Group LLC 0.54% Reduce -2.4% 33,677 $2.0M
MKD Wealth Coaches, LLC 2.12% Reduce -2.0% 33,537 $2.0M
Ascent Capital Management, LLC 1.78% Add +0.1% 33,468 $2.0M
LJI Wealth Management, LLC 0.35% Reduce -5.3% 33,437 $2.0M
Heritage Family Offices, LLP 1.01% No change 37,088 $2.0M
Gryphon Financial Partners LLC 0.26% Add +6.5% 33,396 $2.0M
State Farm Mutual Automobile Insurance Co. 0.00% Add +167.7% 33,224 $2.0M
Tobias Financial Advisors, Inc. 0.34% Add +4.8% 33,195 $2.0M
First Heartland Consultants, Inc. 0.18% Add +121.5% 33,184 $2.0M
Blalock Williams, LLC 1.99% Add +106.6% 33,141 $2.0M
Aspect Partners, LLC 0.98% Add +2.5% 33,093 $2.0M
Joel Adams & Associates, Inc. 1.76% Reduce -3.4% 33,073 $2.0M
Fiduciary Group, LLC 0.19% Reduce -1.3% 33,025 $2.0M
Signal Advisors Wealth, LLC 0.15% Add +48.7% 32,630 $2.0M
Spartan Planning & Wealth Management 1.68% New 32,581 $2.0M
Eight 31 Financial, LLC 1.29% Reduce -0.2% 32,455 $1.9M
CENTRAL TRUST Co 0.04% Add +8.3% 31,966 $1.9M
WealthCare Investment Partners, LLC 0.69% Add +8.3% 31,547 $1.9M
REDW Wealth LLC 0.75% Add +0.7% 31,525 $1.9M
1900 Wealth Management LLC 0.14% Reduce -2.4% 31,505 $1.9M
TRUE Private Wealth Advisors 0.21% Reduce -0.5% 31,411 $1.9M
Wedbush Securities Inc. 0.07% Add +22.1% 31,273 $1.9M
American Trust 0.18% Add +244.4% 31,239 $1.9M
Pineridge Advisors LLC 0.67% Add +1.7% 30,907 $1.9M
Alterna Wealth Management, Inc. 1.48% Add +8.3% 30,867 $1.9M
Legacy PCG, LLC 1.18% Reduce -0.4% 30,705 $1.8M
F/m Investments LLC 0.07% No change 30,610 $1.8M
Parcion Private Wealth LLC 0.13% No change 30,582 $1.8M
Summit Wealth Group LLC / Co. 0.46% — 30,566 $1.8M
FFT Wealth Management LLC 0.36% Reduce -1.4% 29,753 $1.8M
Park Place Capital Corp 0.42% Add +7.8% 30,430 $1.8M
ABLE Financial Group, LLC 0.44% Reduce -14.2% 30,434 $1.8M
Strategic Financial Planning, Inc. 1.14% Reduce -10.4% 30,405 $1.8M
M Holdings Securities, Inc. 0.31% Add +151.8% 30,443 $1.8M
LVZ, Inc. 0.22% Reduce -9.4% 30,281 $1.8M
Magnolia Capital Advisors LLC 0.46% Add +31.4% 30,192 $1.8M
Wealth Quarterback LLC 0.86% Reduce -26.4% 30,052 $1.8M
SC&H Financial Advisors, Inc. 0.31% Reduce -0.7% 29,992 $1.8M
Busey Bank 0.05% Add +5.6% 29,826 $1.8M
EverSource Wealth Advisors, LLC 0.08% Add +57.5% 29,808 $1.8M
Wealthgarden F.S. LLC 1.48% Add +86.9% 29,616 $1.8M
Level Four Advisory Services, LLC 0.07% Reduce -0.8% 29,733 $1.8M
MV Capital Management, Inc. 0.18% No change 29,716 $1.8M
Boyd Wealth Management, LLC 0.76% Reduce -0.1% 29,397 $1.8M
Trevian Wealth Management LLC 1.08% New 29,383 $1.8M
Nilsine Partners, LLC 0.18% Add +9.0% 29,351 $1.8M
Heritage Trust Co 0.20% Reduce -4.1% 29,303 $1.8M
BlueSky Wealth Advisors, LLC 0.25% Reduce -3.7% 29,103 $1.7M
Tanager Wealth Management LLP 0.21% Add +437.6% 29,066 $1.7M
Smartleaf Asset Management LLC 0.15% Add +374.3% 28,933 $1.7M
Richmond Investment Services, LLC 0.36% New 28,629 $1.7M
Calamos Wealth Management LLC 0.07% Add +11.3% 28,554 $1.7M
Tradewinds, LLC. 1.30% New 28,474 $1.7M
Merkkuri Wealth Advisors LLC 1.30% Add +105.4% 28,474 $1.7M
Venture Visionary Partners LLC 0.06% Add +2.9% 28,440 $1.7M
TFO Wealth Partners, LLC 0.30% Add +1.0% 28,424 $1.7M
Lodestar Private Asset Management LLC 0.20% Add +31.1% 28,352 $1.7M
Chesley Taft & Associates LLC 0.08% Reduce -3.9% 28,314 $1.7M
Accurate Wealth Management, LLC 0.26% Add +119.4% 28,178 $1.7M
MSH Capital Advisors LLC 0.49% Add +24.0% 28,116 $1.7M
Western Wealth Management, LLC 0.10% Add +6.7% 28,043 $1.7M
KM Capital Management Ltd. 0.82% Add +61.0% 27,792 $1.7M
First National Trust Co 0.06% Add +274.2% 27,768 $1.7M
Auxano Advisors, LLC 0.39% Add +0.6% 27,698 $1.7M
JMG Financial Group, Ltd. 0.05% Add +0.2% 27,640 $1.7M
Balefire, LLC 0.36% New 27,558 $1.7M
Financial Counselors Inc. 2.33% Reduce -89.9% 27,399 $1.6M
Squire Investment Management Company, LLC 0.60% Reduce -1.3% 27,339 $1.6M
Chicago Partners Investment Group LLC 0.05% Add +0.3% 26,373 $1.6M
Garde Capital, Inc. 0.09% Add +8.8% 27,064 $1.6M
Aprio Wealth Management, LLC 0.18% Reduce -3.7% 27,031 $1.6M
Ancora Advisors LLC 0.03% Reduce -0.7% 27,016 $1.6M
Inman Jager Wealth Management, LLC 1.10% Add +21.5% 27,014 $1.6M
Yukon Wealth Management, Inc. 0.57% Add +14.0% 26,676 $1.6M
Copperleaf Capital, LLC 0.81% Add +7.3% 26,624 $1.6M
Sutton Place Investors LLC 0.95% Add +95.4% 26,337 $1.6M
Larson Financial Group LLC 0.06% Add +1.1% 26,162 $1.6M
Spinnaker Trust 0.09% No change 26,151 $1.6M
Carrera Capital Advisors 0.31% Reduce -22.0% 26,051 $1.6M
Seldon Capital LP 0.68% No change 26,019 $1.6M
Ewa, LLC 0.49% Add +1.6% 25,952 $1.6M
Vanguard Group Inc. 0.00% Add +0.7% 25,865 $1.6M
Vantage Point Financial LLC 0.68% Add +76.2% 25,792 $1.5M
Quest 10 Wealth Builders, Inc. 1.50% Add +13.2% 25,678 $1.5M
PFG Investments, LLC 0.09% Add +12.2% 25,669 $1.5M
MMBG Investment Advisors Co. 0.15% No change 25,637 $1.5M
GeoWealth Management, LLC 0.06% Add +41.2% 25,590 $1.5M
Clearview Wealth Advisors LLC 1.06% Add +99.1% 25,352 $1.5M
Silvercrest Asset Management Group LLC 0.01% Add +7.4% 25,307 $1.5M
Arcus Capital Partners, LLC 0.65% New 25,179 $1.5M
Maripau Wealth Management LLC 0.76% Add +101.3% 25,062 $1.5M
Stonehearth Capital Management, LLC 0.62% New 24,782 $1.5M
Cornerstone Advisory, LLC 0.16% Add +5.5% 24,766 $1.5M
Ade, LLC 0.79% Add +0.8% 24,762 $1.5M
American State Bank (Iowa) 0.82% Add +1.2% 24,576 $1.5M
W Advisors, LLC 0.85% Add +75.5% 24,543 $1.5M
IFC Advisors LLC 0.27% Reduce -2.4% 24,431 $1.5M
Jacobi Capital Management LLC 0.10% Add +39.6% 24,341 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +0.8% 24,215 $1.5M
Roble, Belko & Company, Inc 0.21% No change 24,005 $1.4M
Lauterbach Financial Advisors, LLC 0.79% Add +3.1% 23,906 $1.4M
Providence Capital Advisors, LLC 0.26% Add +26.5% 23,767 $1.4M
Occidental Asset Management, LLC 0.20% Add +30.6% 23,706 $1.4M
Tru Independence Asset Management 2, LLC 0.97% Add +11.5% 23,525 $1.4M
Conrad Siegel Investment Advisors, Inc. 0.32% Add +430.3% 23,470 $1.4M
Verdence Capital Advisors LLC 0.10% Add +1.1% 23,419 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Add +2.2% 23,220 $1.4M
Argent Advisors, Inc. 0.43% Reduce -3.7% 23,130 $1.4M
Tocqueville Asset Management L.P. 0.02% Add +3.8% 23,129 $1.4M
Schwarz Dygos Wheeler Investment Advisors LLC 0.32% Add +1.6% 23,122 $1.4M
Moneco Advisors, LLC 0.13% Reduce -30.7% 23,057 $1.4M
Cove Private Wealth, LLC 0.49% Reduce -0.2% 23,038 $1.4M
Main Street Financial Solutions, LLC 0.10% Add +318.7% 23,036 $1.4M
Clayton Financial Group LLC 1.64% Reduce -69.7% 22,963 $1.4M
Shufro Rose & Co. LLC 0.11% Reduce -0.1% 25,277 $1.4M
Essential Partners LLC 0.54% — 22,517 $1.4M
LGL Partners, LLC 0.60% Add +19.2% 21,888 $1.3M
Raleigh Capital Management Inc. 0.56% Add +92.1% 22,368 $1.3M
Evercore Wealth Management, LLC 0.02% Reduce -2.4% 22,338 $1.3M
K2 Financial Inc. 1.18% Add +3.4% 22,041 $1.3M
Armstrong, Fleming & Moore, Inc 0.72% New 22,210 $1.3M
StoneX Group Inc. 0.06% Reduce -14.2% 22,125 $1.3M
Moody National Bank Trust Division 0.12% No change 22,120 $1.3M
Bahl & Gaynor LLC 0.01% Add +39.3% 22,018 $1.3M
Client 1ST Advisory Group, LLC 0.48% Reduce -6.7% 21,990 $1.3M
Sensible Money, LLC 0.50% Add +0.1% 21,987 $1.3M
Wooster Corthell Wealth Management, Inc. 0.24% Add +0.8% 21,953 $1.3M
Kingswood Wealth Advisors, LLC 0.10% Add +25.4% 21,886 $1.3M
Morris Financial Concepts, Inc. 0.52% Add +3.1% 21,884 $1.3M
DAVENPORT & Co LLC 0.01% Add +1.5% 21,824 $1.3M
Legacy Bridge, LLC 0.62% Reduce -0.1% 21,807 $1.3M
Bison Wealth, LLC 0.10% Add +39.7% 21,776 $1.3M
Elios Financial Group Inc. 0.59% Add +121.6% 21,774 $1.3M
Wick Capital Partners, LLC 0.34% Add +3042.7% 403,769 $1.3M
VanderPol Investments L.L.C. 2.73% Reduce -4.0% 21,674 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Add +0.7% 21,662 $1.3M
LPWM LLC 0.38% Add +1.6% 21,531 $1.3M
Pandora Wealth, Inc. 0.79% Add +5.1% 21,501 $1.3M
Massachusetts Financial Services Co. 0.00% No change 21,453 $1.3M
Aletheian Wealth Advisors LLC 0.63% Reduce -0.3% 21,356 $1.3M
Pettinga Financial Advisors LLC 0.28% Reduce -85.6% 21,204 $1.3M
Geometric Wealth Advisors 0.19% Add +14.8% 21,037 $1.3M
Northeast Financial Consultants Inc 0.05% No change 21,006 $1.3M
Hilltop Holdings Inc. 0.08% Reduce -71.2% 20,967 $1.3M
Sovereign Financial Group, Inc. 0.26% Add +1.9% 20,925 $1.3M
Garrison Point Advisors, LLC 0.58% Reduce -1.3% 20,900 $1.3M
WealthTrak Capital Management LLC 1.05% Add +145.7% 20,892 $1.3M
Pine Valley Investments Ltd Liability Co 0.07% Add +6.8% 20,878 $1.3M
Finley Financial, LLC 0.62% No change 20,551 $1.2M
Goldstein Advisors, LLC 0.17% Add +13.4% 20,454 $1.2M
Northwest Capital Management Inc 0.66% Reduce -25.5% 20,449 $1.2M
One Day In July LLC 0.11% Reduce -38.7% 20,407 $1.2M
Colonial Trust Co / SC 0.18% Reduce -4.0% 20,227 $1.2M
Mosaic Family Wealth Partners, LLC 0.15% Reduce -2.0% 20,120 $1.2M
Forefront Wealth Partners, LLC 0.83% Add +50.1% 23,109 $1.2M
Family Investment Center, Inc. 0.27% Reduce -8.9% 20,098 $1.2M
Tempus Wealth Planning, LLC 0.30% Add +97.9% 19,984 $1.2M
Fulton Bank, N.A. 0.04% Reduce -2.8% 19,964 $1.2M
Arcadia Wealth Management, LLC 0.52% Add +1.8% 19,905 $1.2M
Axos Invest Inc. 0.90% Reduce -6.2% 19,808 $1.2M
Strategy Asset Managers LLC 0.22% Reduce -9.7% 19,755 $1.2M
Blankinship & Foster, LLC 0.28% Add +0.4% 19,617 $1.2M
Bailard, Inc. 0.03% Add +4.4% 19,523 $1.2M
Patton Albertson Miller Group, LLC 0.15% Reduce -47.9% 19,515 $1.2M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +1.9% 19,513 $1.2M
Absolute Capital Management, LLC 0.59% Add +89.5% 19,492 $1.2M
Accelerate Investment Advisors LLC 0.87% Add +74.4% 19,379 $1.2M
Warwick Investment Management, Inc. 0.22% Reduce -8.3% 19,281 $1.2M
Glassman Wealth Services 0.18% Add +3.8% 19,200 $1.2M
3EDGE Asset Management, LP 0.07% Reduce -23.2% 19,186 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.43% Add +106.2% 19,177 $1.2M
Cooper Financial Group 0.14% Reduce -18.0% 19,142 $1.1M
Hillcrest Wealth Advisors - NY, LLC 0.54% Reduce -7.6% 19,138 $1.1M
Watershed Private Wealth LLC 0.41% Reduce -25.1% 18,897 $1.1M
Regimen Wealth, LLC 0.35% Add +13.4% 18,831 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +28.6% 18,748 $1.1M
CWA Asset Management Group, LLC 0.05% Add +4.2% 18,731 $1.1M
Center For Asset Management LLC 0.69% Reduce -37.3% 21,491 $1.1M
Friday Financial 0.57% Add +19.6% 18,714 $1.1M
Values Added Financial LLC 0.54% Reduce -0.8% 18,635 $1.1M
KPP Advisory Services LLC 0.18% Reduce -7.3% 18,628 $1.1M
Trueblood Wealth Management, LLC 0.47% Add +5.2% 18,624 $1.1M
Fragasso Financial Advisors Inc 0.07% Reduce -1.6% 18,504 $1.1M
PUREfi Wealth, LLC 0.89% Add +72.9% 18,493 $1.1M
Cahill Financial Advisors Inc. 0.14% Reduce -2.4% 18,421 $1.1M
TAGStone Capital, Inc. 0.46% Reduce -0.8% 17,965 $1.1M
Tillman Hartley LLC 0.31% Add +0.8% 18,370 $1.1M
Life Line Wealth Management LLC 0.36% Reduce -96.2% 18,363 $1.1M
Flagstar Securities, Inc. 0.30% Add +11.3% 18,327 $1.1M
Cibc World Market Inc. 0.00% Add +1.0% 18,257 $1.1M
SouthState Bank Corp 0.05% Reduce -0.9% 18,217 $1.1M
Creative Financial Designs Inc. 0.08% Add +63.9% 18,202 $1.1M
Veracity Capital LLC 0.38% Add +20.7% 18,184 $1.1M
Canvas Wealth Advisors, LLC 0.21% Add +2.0% 17,842 $1.1M
International Private Wealth Advisors LLC 0.93% Add +3.8% 18,128 $1.1M
Abacus Planning Group, Inc. 0.16% Add +5.7% 18,092 $1.1M
GWN Securities Inc. 0.20% Reduce -45.0% 17,796 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -1.1% 17,740 $1.1M
Darden Wealth Group Inc 0.65% Reduce -5.7% 17,732 $1.1M
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -89.3% 17,711 $1.1M
Valmark Advisers, Inc. 0.01% Reduce -6.0% 17,669 $1.1M
Amplius Wealth Advisors, LLC 0.10% Add +55.3% 17,659 $1.1M
FSC Wealth Advisors, LLC 0.67% Add +5.4% 17,657 $1.1M
Tiemann Investment Advisors, LLC 0.43% Add +5.1% 17,653 $1.1M
William Howard & Co Financial Advisors Inc 0.92% Reduce -1.8% 17,629 $1.1M
Tranquility Partners, LLC 0.38% Add +3.9% 17,593 $1.1M
Bangor Savings Bank 0.09% Reduce -1.6% 17,574 $1.1M
Colton Groome Financial Advisors, LLC 0.36% Reduce -4.3% 17,542 $1.1M
Choate Investment Advisors 0.02% Reduce -12.8% 17,493 $1.1M
Cornerstone Wealth Management, LLC 0.06% Add +21.8% 17,456 $1.0M
Soltis Investment Advisors LLC 0.08% Reduce -8.0% 17,436 $1.0M
Kings Path Partners LLC 0.42% Reduce -4.0% 17,423 $1.0M
Summit X, LLC 0.19% Add +0.6% 17,345 $1.0M
Roundview Capital LLC 0.07% Add +4.1% 17,337 $1.0M
Sand Hill Global Advisors, LLC 0.04% Reduce -1.9% 17,323 $1.0M
Petix & Botte Co 0.26% Reduce -0.7% 17,320 $1.0M
Waldron Private Wealth LLC 0.05% Reduce -2.5% 17,280 $1.0M
Lantern Wealth Advisors, LLC 0.62% — 17,257 $1.0M
Cohen Capital Management, Inc. 0.17% No change 17,220 $1.0M
Kingsview Wealth Management, LLC 0.02% Add +6.7% 17,148 $1.0M
Keyes, Stange & Wooten Wealth Management, LLC 0.53% Reduce -1.9% 17,112 $1.0M
Diversified Trust Co. 0.02% Reduce -13.9% 17,097 $1.0M
Nicolet Bankshares Inc. 0.18% Add +28.9% 17,062 $1.0M
CX Institutional 0.04% Add +6.5% 17,060 $1.0M
Redmont Wealth Advisors LLC 1.50% Add +468.3% 17,008 $1.0M
RDA Financial Network 0.28% Add +95.9% 17,002 $1.0M
PFG Advisors 0.05% Add +34.6% 16,982 $1.0M
C2C Wealth Management, LLC 0.92% Reduce -7.5% 16,935 $1.0M
Clark Capital Management Group, Inc. 0.01% New 16,932 $1.0M
Angeles Wealth Management, LLC 0.07% Add +689.8% 16,902 $1.0M
Northwest Bancshares, Inc. 0.18% Reduce -3.1% 16,873 $1.0M
Resurgent Financial Advisors LLC 0.56% Add +74.2% 16,836 $1.0M
Tolleson Wealth Management, Inc. 0.17% Reduce -10.0% 16,698 $1.0M
Two West Capital Advisors LLC 0.66% Add +224.4% 16,273 $1.0M
Meridian Wealth Management, LLC 0.04% Reduce -26.4% 16,631 $998K
Blue Fin Capital, Inc. 0.17% Reduce -3.4% 16,597 $996K
Arax Advisory Partners 0.05% Reduce -33.3% 16,571 $995K
ORG Partners LLC 0.22% Add +214.7% 16,479 $991K
Coordinated Financial Services, Inc. 0.70% — 16,500 $990K
New Republic Capital, LLC 0.35% Add +4.4% 16,396 $984K
Bigelow Investment Advisors, LLC 0.43% Add +0.5% 16,343 $981K
Lee Financial Co 0.14% Add +1.1% 16,267 $977K
Consolidated Portfolio Review Corp 0.13% Add +30.1% 16,241 $975K
Newman Dignan & Sheerar, Inc. 0.22% Reduce -8.6% 16,226 $974K
Clearwater Capital Advisors, LLC 0.09% Reduce -90.2% 16,220 $974K
Upper Left Wealth Management, LLC 0.65% Add +15.8% 16,184 $972K
Evanson Asset Management, LLC 0.06% Add +2.6% 16,128 $968K
Pinnacle Bancorp, Inc. 0.30% Add +14.6% 16,071 $965K
Greenline Partners, LLC 0.13% Reduce -30.1% 16,030 $962K
Cornerstone Partners Capital Management, LLC 2.87% No change 15,978 $959K
Trilogy Capital Inc. 0.05% Add +35.8% 15,944 $957K
Mma Asset Management LLC 0.37% No change 15,889 $954K
Madison Wealth Partners, Inc 0.21% Reduce -0.3% 15,887 $954K
Hutchens & Kramer Investment Management Group, LLC 0.44% Add +67.3% 15,845 $952K
Beacon Financial Advisory LLC 0.25% Add +96.3% 15,820 $950K
Inspire Advisors, LLC 0.10% Add +17.9% 15,741 $945K
Conservest Capital Advisors, Inc. 0.09% Reduce -6.0% 15,675 $941K
Matauro, LLC 0.18% Reduce -12.5% 15,657 $940K
Well Done, LLC 0.18% Add +70.0% 15,617 $937K
Semmax Financial Advisors Inc. 0.24% Add +114.1% 15,212 $934K
Stelac Advisory Services LLC 0.35% Reduce -9.0% 15,555 $934K
Howe & Rusling Inc. 0.07% Add +2.8% 15,539 $933K
Aspire Private Capital, LLC 0.22% Add +81.6% 15,531 $932K
Canandaigua National Trust Co of Florida 0.66% Add +115.3% 15,528 $932K
Atlatl Advisers LLC 0.44% Add +130.5% 15,340 $921K
Obsidian Cio, LLC 0.13% New 15,328 $920K
ONE Advisory Partners, LLC 0.31% Add +50.4% 14,820 $919K
Baker Boyer National Bank 0.32% Reduce -5.7% 15,283 $917K
Ameritas Advisory Services, LLC 0.05% Add +52.4% 15,265 $916K
Amara Financial, Llc. 0.80% Reduce -0.8% 15,223 $914K
Granby Capital Management, LLC 0.50% No change 15,000 $901K
Quartz Partners, LLC 0.41% Reduce -1.0% 14,986 $900K
Five Oceans Advisors 0.38% Reduce -6.2% 14,914 $895K
Valley Forge Investment Consultants Inc. Adv 0.29% Add +45.1% 14,892 $894K
Fairvoy Private Wealth, LLC 0.22% Add +0.2% 14,778 $887K
Visionary Wealth Advisors 0.05% Add +3.9% 14,732 $884K
Kathmere Capital Management, LLC 0.07% Add +21.1% 14,714 $883K
Everhart Financial Group, Inc. 0.10% Reduce -4.1% 14,710 $883K
Aspire Growth Partners LLC 0.72% Add +7.1% 14,698 $882K
Freedom Investment Management, Inc. 0.07% Add +128.5% 14,677 $881K
Kelly Financial Group LLC 0.25% Reduce -47.8% 14,665 $880K
Tranquilli Financial Advisor LLC 0.54% Reduce -2.8% 14,638 $879K
Solstein Capital, LLC 0.45% No change 14,580 $875K
Agf Management Ltd. 0.00% Add +3.1% 14,480 $869K
Vista Investment Management 0.32% Add +8.7% 14,426 $866K
Trust Co. of Vermont 0.04% Add +4.2% 14,414 $865K
Cypress Capital Group 0.11% Add +18.3% 14,397 $864K
International Assets Investment Management, LLC 0.07% Add +28.0% 14,387 $864K
Tudor Financial Inc. 0.49% Reduce -1.4% 14,357 $862K
TPG Financial Advisors, LLC 0.34% Add +4.4% 14,347 $861K
Evermay Wealth Management LLC 0.11% Reduce -32.5% 14,345 $861K
MainStreet Investment Advisors LLC 0.12% Add +14.4% 14,345 $861K
Amundi 0.00% Reduce -3.5% 14,249 $860K
Canandaigua National Bank & Trust Co. 0.08% Reduce -0.9% 14,203 $853K
MKT Advisors LLC 0.34% Add +74.9% 14,158 $851K
Binnacle Investments Inc 0.55% Reduce -1.5% 14,110 $847K
Fisher Asset Management 0.00% Reduce -15.1% 14,109 $847K
Catalina Capital Group, LLC 0.57% Add +97.6% 14,067 $844K
Strategic Financial Concepts, LLC 0.12% New 14,047 $843K
Transce3nd, LLC 0.36% Add +79.0% 14,022 $842K
Silverlake Wealth Management LLC 0.25% New 14,009 $841K
Hemington Wealth Management 0.12% Add +0.2% 14,008 $840K
Empirical Asset Management, LLC 0.26% Add +26.5% 13,964 $838K
Nicolet Advisory Services, LLC 0.07% Add +78.8% 13,980 $837K
Westwood Holdings Group Inc. 0.01% Reduce -44.1% 13,808 $829K
Trivium Point Advisory, LLC 0.09% Reduce -18.1% 13,784 $827K
Moss Adams Wealth Advisors LLC 0.07% New 13,724 $824K
VestGen Advisors, LLC 0.03% Reduce -65.0% 13,715 $823K
TruNorth Capital Management, LLC 0.18% Reduce -3.5% 13,642 $819K
Cherry Tree Wealth Management, LLC 0.19% Reduce -7.8% 13,624 $818K
Naples Global Advisors, LLC 0.07% Add +3.0% 13,602 $817K
Viewpoint Capital Management LLC 0.40% Reduce -7.3% 13,557 $814K
National Wealth Management Group, LLC 0.46% Reduce -1.2% 13,550 $813K
Fi3 FINANCIAL ADVISORS, LLC 0.29% Reduce -14.7% 13,528 $812K
Kondo Wealth Advisors, Inc. 0.36% Add +0.7% 13,469 $809K
Peirce Capital Management, LLC 0.36% No change 13,458 $808K
ARK & TLK Investments, LLC 0.26% Add +70.6% 13,429 $806K
tru Independence LLC 0.23% Reduce -4.1% 13,370 $803K
Clear Investment Research, LLC 1.01% Reduce -3.2% 13,277 $797K
Atlas Legacy Advisors, LLC 0.18% New 13,245 $795K
Fourth Dimension Wealth, LLC 0.34% Reduce -9.6% 13,220 $794K
Kelly Financial Services LLC 0.23% Add +51.6% 13,211 $793K
Legacy Private Trust Co. 0.05% Add +13.8% 13,176 $791K
Cambridge Financial Group, LLC 0.30% Reduce -2.1% 13,172 $791K
JNBA Financial Advisors 0.08% Reduce -2.0% 13,154 $790K
Sachetta, LLC 0.31% Reduce -0.5% 13,131 $788K
MorganRosel Wealth Management, LLC 0.22% Add +3.5% 13,125 $788K
Mainstream Capital Management LLC 0.57% Reduce -1.3% 13,123 $788K
Sound Income Strategies, LLC 0.05% Add +185.6% 13,116 $787K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 13,089 $786K
Laird Norton Wetherby Trust Company, LLC 0.11% No change 13,025 $782K
Equita Financial Network, Inc. 0.31% Add +31.0% 13,019 $782K
Kraft Asset Management, LLC 0.73% Reduce -6.1% 12,993 $780K
Eagle Strategies LLC 0.12% Add +2.5% 12,863 $772K
JDM Financial Group LLC 0.36% Reduce -0.8% 12,765 $766K
Arrowroot Family Office, LLC 0.34% — 12,742 $765K
Parsons Capital Management Inc. 0.05% Reduce -1.5% 12,737 $765K
Firestone Capital Management 0.18% Reduce -22.3% 12,674 $761K
World Equity Group, Inc. 0.21% Add +46.8% 12,669 $761K
DBK Financial Counsel, LLC 0.69% Add +1.6% 12,647 $759K
Brookwood Investment Group LLC 0.12% Add +17.4% 12,645 $759K
CWS Financial Advisors, LLC 0.22% Add +0.8% 12,619 $758K
Hills Bank & Trust Co 0.05% Add +11.4% 12,589 $756K
Semus Wealth Partners LLC 0.49% Add +82.2% 12,559 $754K
Summit Wealth Partners, LLC 0.14% Reduce -2.4% 12,521 $752K
Phillips Financial Management, LLC 0.05% Add +15.0% 12,518 $752K
Maseco LLP 0.03% — 12,478 $749K
Certuity, LLC 0.07% Add +43.5% 12,446 $747K
Allen Capital Group, LLC 0.08% Reduce -0.8% 12,331 $740K
Net Worth Advisory Group 0.16% Add +8.6% 12,327 $740K
Puff Wealth Management, LLC 1.20% Reduce -16.3% 12,315 $739K
Meeder Asset Management Inc. 0.05% No change 12,312 $739K
Koshinski Asset Management, Inc. 0.06% Reduce -3.8% 12,239 $735K
Comprehensive Money Management Services LLC 0.56% No change 12,230 $734K
Compton Financial Group, LLC 0.19% Reduce -5.9% 12,189 $732K
MN Wealth Advisors, LLC 0.42% Add +65.5% 12,154 $730K
Davidson Trust Co. 0.34% Reduce -0.1% 12,140 $729K
Texas Capital Bancshares Inc 0.26% New 12,138 $729K
VERITY Wealth Advisors 0.48% Add +0.8% 11,996 $720K
PCA Investment Advisory Services Inc. 0.30% Reduce -7.6% 11,992 $720K
FineMark National Bank & Trust 0.02% Reduce -19.4% 11,968 $718K
SYM FINANCIAL Corp 0.08% Add +13.8% 11,870 $713K
Keystone Financial Group, Inc. 0.45% Add +0.6% 11,666 $712K
BIP Wealth, LLC 0.04% Add +2.8% 11,787 $708K
Townsend Asset Management Corp. /NC/ 0.26% No change 11,776 $707K
Howard Financial Services, LTD. 0.09% Add +0.0% 11,721 $704K
Maryland Capital Advisors Inc. 0.28% Reduce -3.0% 11,698 $702K
JT Stratford LLC 0.11% Add +78.2% 11,683 $701K
Pines Wealth Management, LLC 0.25% Add +12.9% 11,542 $700K
Human Investing LLC 0.11% Add +15.9% 11,631 $698K
Cornerstone Advisors Asset Management, LLC 0.13% Add +1.2% 11,625 $698K
Investment Research & Advisory Group, Inc. 0.26% Add +478.5% 11,553 $694K
Victrix Investment Advisors 0.31% Reduce -6.9% 11,532 $692K
Tompkins Financial Corp. 0.06% Add +6.3% 11,517 $691K
McAdam, LLC 0.04% Reduce -36.8% 11,489 $690K
Emprise Bank 0.33% Reduce -32.0% 11,458 $688K
Frank, Rimerman Advisors LLC 0.05% Reduce -2.2% 11,428 $686K
Tufton Capital Management 0.13% Add +1.2% 11,417 $685K
Millington Financial Advisors, LLC 0.34% Reduce -2.5% 10,989 $682K
First Bank & Trust 0.12% Reduce -0.1% 11,349 $681K
Forbes Financial Planning, Inc. 0.46% New 11,344 $681K
Alteri Wealth LLC 0.26% Reduce -21.7% 11,305 $679K
Charter Oak Capital Management, LLC 0.06% Add +20.1% 11,282 $677K
Essential Planning, LLC. 0.25% Add +40.8% 11,274 $677K
Lion Street Advisors, LLC 0.21% Add +148.7% 11,262 $676K
QRG Capital Management, Inc. 0.01% Add +82.4% 11,245 $675K
Aspen Investment Management Inc 0.28% Reduce -0.4% 11,245 $675K
Key Financial Inc 0.14% Add +0.7% 11,228 $674K
Verum Partners LLC 0.16% Reduce -3.5% 11,198 $672K
Alpha Advisors, LLC 0.57% Add +1.6% 11,173 $671K
FSM Wealth Advisors, LLC 0.11% Add +25.6% 11,209 $670K
Mayport, LLC 0.16% Reduce -4.3% 11,116 $667K
Fortis Advisors, LLC 0.43% New 11,113 $667K
Palisade Asset Management, LLC 0.07% Add +1.5% 11,103 $667K
CVA Family Office, LLC 0.09% Reduce -1.6% 11,011 $661K
Earned Wealth Advisors, LLC 0.13% Add +0.3% 10,986 $659K
LexAurum Advisors, LLC 0.10% Add +4.5% 10,968 $658K
Clark Asset Management, LLC 0.09% Add +34.1% 10,896 $654K
DHK Financial Advisors, Inc. 0.38% Reduce -34.3% 10,887 $654K
Wesbanco Bank Inc. 0.02% Add +54.6% 10,868 $652K
FF Advisors,LLC 0.34% Add +0.4% 10,853 $652K
Haverford Financial Services, Inc. 0.19% No change 10,840 $651K
Procyon Advisors, LLC 0.06% Add +25.4% 10,818 $648K
Greykasell Wealth Strategies, Inc. 0.31% No change 10,755 $646K
Patron Partners, LLC 0.32% Add +17.9% 10,730 $644K
Advisors Capital Management, LLC 0.01% Add +63.1% 10,708 $643K
Wilshire Advisors LLC 5.77% Reduce -91.8% 10,633 $638K
Horan Securities, Inc. 0.22% Reduce -4.9% 10,553 $633K
Wealthcare Advisory Partners LLC 0.01% Reduce -89.4% 10,503 $630K
Oppenheimer Asset Management Inc. 0.01% Add +1.7% 10,439 $627K
HBK Sorce Advisory LLC 0.02% Reduce -2.9% 10,431 $626K
Stevens Capital Partners 0.22% Add +0.4% 10,252 $625K
Washington Trust Advisors, Inc. 0.05% Reduce -15.1% 10,369 $622K
Capital Advisors, Ltd. LLC 0.08% Reduce -5.1% 10,304 $619K
Truepoint, Inc. 0.02% Reduce -13.0% 10,203 $613K
Independent Advisor Alliance 0.02% Add +50.7% 10,146 $609K
Index Fund Advisors, Inc. 0.03% Add +0.8% 10,105 $607K
Arista Wealth Management, LLC 0.08% Add +99.1% 10,097 $606K
Williams & Novak, LLC 0.51% Reduce -2.1% 10,075 $605K
Hexagon Capital Partners LLC 0.13% Add +11.4% 10,021 $602K
West Wealth Group, LLC 0.15% Add +0.3% 9,855 $601K
LaSalle St. Investment Advisors, LLC 0.16% New 10,024 $601K
Maridea Wealth Management LLC 0.16% Add +23.8% 10,004 $601K
Walkner Condon Financial Advisors LLC 0.11% Add +4.5% 9,973 $599K
Shade Tree Advisors LLC 0.52% Reduce -53.6% 9,930 $596K
Avantra Family Wealth, Inc. 0.49% Add +111.2% 9,902 $594K
Philadelphia Trust Co. 0.05% Reduce -1.0% 9,888 $594K
Kaydan Wealth Management, Inc. 0.19% Add +66.3% 9,887 $594K
CGN Advisors LLC 0.05% Reduce -5.5% 9,865 $592K
BFI Infinity Ltd. 0.49% New 9,842 $591K
Wealth Architects, LLC 0.06% Add +6.5% 9,823 $590K
Unified Investment Management 0.63% Add +0.5% 9,800 $588K
Cornell Pochily Investment Advisors, Inc. 0.19% Add +0.2% 9,799 $588K
Golden State Wealth Management, LLC 0.07% Add +81.2% 9,781 $587K
Barnes Dennig Private Wealth Management LLC 0.70% Add +467.6% 9,769 $586K
Hassell Wealth Management, LLC 0.21% Add +1.2% 9,453 $586K
VestGen Investment Management 0.42% Add +78.9% 9,754 $586K
IFG Advisors, LLC 0.10% Add +12.0% 9,687 $582K
Chapin Davis, Inc. 0.16% Add +2.6% 9,618 $577K
Financial Strategies Group, Inc. 0.12% Reduce -1.2% 9,599 $576K
Essex Bank 0.14% Add +5.1% 9,578 $575K
Latitude Advisors, LLC 0.29% Add +3.7% 9,537 $572K
Summit Wealth Group, LLC 0.15% Add +43.6% 9,523 $572K
Proficio Capital Partners LLC 0.04% No change 9,524 $572K
Hoge Financial Services, LLC 0.35% Add +0.2% 9,503 $570K
Root Financial Partners, LLC 0.06% Add +14.1% 9,498 $570K
Axis Wealth Partners, LLC 0.37% Add +2.5% 9,497 $570K
Gold Investment Management Ltd. 0.21% Add +0.6% 9,428 $567K
Mattern Capital Management, LLC 0.07% No change 9,435 $566K
Courage Miller Partners, LLC 0.18% Reduce -1.8% 9,410 $565K
Dohj, LLC 0.16% Add +72.2% 10,580 $564K
Black Cypress Capital Management, LLC 0.46% Reduce -20.1% 9,359 $562K
Stewardship Advisors, LLC 0.14% Add +10.6% 9,343 $561K
Ally Invest Advisors Inc. 0.04% Add +15.7% 9,332 $560K
REAP Financial Group, LLC 0.13% Add +12.1% 9,328 $560K
Cynosure Group, LLC 0.06% Add +2.8% 9,307 $559K
LGT Financial Advisors LLC 1.39% Add +115.3% 9,153 $549K
Riverwater Partners LLC 0.26% New 9,148 $549K
Berger Financial Group, Inc 0.04% Reduce -0.9% 9,108 $547K
McNamara Financial Services, Inc. 0.11% Reduce -4.5% 9,081 $545K
PKS Advisory Services, LLC 0.13% Reduce -2.4% 9,068 $544K
Cary Street Partners Investment Advisory LLC 0.26% Add +73.5% 9,053 $543K
Manchester Capital Management LLC 0.07% No change 9,018 $541K
Whipplewood Advisors, LLC 0.30% Reduce -40.2% 8,995 $540K
BTG Pactual Asset Management US LLC 0.07% Add +1.5% 8,993 $540K
Bank of Marin 0.41% Add +1.0% 8,992 $540K
Cary Street Partners Financial LLC 0.02% Add +19.1% 8,992 $540K
Lifeworks Advisors, LLC 0.08% New 8,935 $536K
BG Investment Services, LLC 0.67% Reduce -4.2% 8,921 $536K
Independence Bank of Kentucky 0.08% Add +20.1% 8,908 $535K
Bowman & Co S.C. 0.24% Add +21.3% 8,881 $533K
Gries Financial LLC 0.10% Add +0.6% 8,881 $533K
Blue Barn Wealth, LLC 0.25% Reduce -16.8% 8,885 $533K
Plum Street Advisors, LLC 0.23% Add +2.6% 8,871 $533K
L2 Asset Management, LLC 0.09% New 8,804 $528K
Tidal Investments LLC 0.00% Add +73.2% 8,764 $526K
Highview Capital Management LLC 0.20% New 8,760 $526K
Revolve Wealth Partners, LLC 0.07% Add +0.4% 8,704 $522K
Founders Financial Alliance, LLC 0.12% Add +8.3% 8,667 $520K
BigSur Wealth Management LLC 0.13% New 8,650 $519K
PBMares Wealth Management LLC 0.09% Reduce -1.7% 8,623 $518K
Old Mission Investment Co LLC 0.14% Reduce -0.4% 8,596 $516K
Tassel Capital Management, Inc. 0.40% Reduce -1.3% 8,577 $515K
Trust Co of the South 0.09% Add +40.6% 8,548 $513K
Flputnam Investment Management Co. 0.01% Reduce -15.5% 8,534 $512K
Wayfinding Financial, LLC 0.23% Reduce -0.6% 8,420 $509K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +6.4% 8,475 $509K
NDVR, Inc. 0.48% Reduce -4.3% 8,445 $507K
Citizens National Bank Trust Department 0.10% Reduce -1.0% 8,428 $506K
Sharp Wealth Advisory, LLC 0.32% Add +13.5% 8,391 $504K
Rossby Financial, LCC 0.19% Add +0.9% 8,387 $503K
Strategic Financial Services, Inc. 0.03% Reduce -8.7% 8,387 $503K
Onyx Bridge Wealth Group LLC 0.07% Reduce -6.3% 8,386 $503K
Realta Investment Advisors 0.20% Reduce -10.7% 8,351 $501K
Salem Investment Counselors Inc. 0.02% Reduce -0.1% 8,322 $500K
Coastal Bridge Advisors, LLC 0.04% Reduce -0.4% 8,315 $499K
Arkansas Financial Group, Inc. 0.08% Reduce -1.7% 8,313 $499K
Great Diamond Partners, LLC 0.11% Add +13.3% 8,301 $498K
Slagle Financial, LLC 0.20% Add +2.5% 8,283 $497K
Stonekeep Investments, LLC 0.33% Add +50.3% 8,269 $496K
Inspirion Wealth Advisors, LLC 0.07% Add +0.1% 8,180 $491K
Seven Mile Advisory 0.29% No change 8,162 $490K
Blue Oak Capital, LLC 0.26% Reduce -20.6% 8,149 $489K
Compass Capital Corp. /Ma/ 0.23% Reduce -0.4% 7,958 $488K
Insigneo Advisory Services, LLC 0.04% Add +24.2% 8,113 $487K
Fulcrum Equity Management 0.50% Add +95.1% 8,104 $486K
Naviter Wealth, LLC 0.06% Reduce -16.5% 8,103 $486K
Optivise Advisory Services LLC 0.25% Add +2.3% 8,057 $484K
Fulcrum Capital LLC 0.10% Add +24.1% 8,030 $482K
PCG Asset Management, LLC 0.41% Reduce -2.3% 8,004 $480K
Fiduciary Alliance LLC 0.04% Add +54.7% 8,000 $480K
1832 Asset Management L.P. 0.00% Add +2.8% 7,957 $478K
Breakwater Capital Group 0.08% Add +2.6% 7,956 $478K
Hubbell Strickland Wealth Management, LLC 0.21% Add +2.5% 7,932 $476K
Strategic Wealth Partners, Ltd. 0.04% — 7,887 $473K
Rossmore Private Capital 0.06% Add +4.5% 7,881 $473K
Live Oak Private Wealth LLC 0.07% Reduce -6.8% 7,844 $471K
FSA Advisors, Inc. 0.38% Add +6.5% 7,827 $470K
Nicholas Hoffman & Company, LLC. 0.01% Add +5.8% 7,807 $469K
Yoffe Investment Management, LLC 0.64% Add +0.0% 7,800 $468K
Financial Perspectives, Inc 0.14% Reduce -12.0% 7,798 $468K
Sage Mountain Advisors LLC 0.03% Reduce -1.4% 7,772 $467K
American Financial Advisors, LLC 0.06% Reduce -0.6% 7,721 $463K
Gladwyn Financial Advisors, Inc. 0.36% — 7,721 $463K
Seven Post Investment Office LP 0.17% No change 7,693 $462K
Aries Wealth Management 0.12% No change 7,673 $461K
Peterson Wealth Advisors, LLC 0.08% Reduce -3.5% 7,672 $461K
Aurdan Capital Management, LLC 0.16% Add +13.4% 7,664 $460K
Beacon Financial Group 0.05% Add +48.6% 7,662 $460K
Argonautica Private Wealth Management, Inc. 0.15% Add +2.9% 7,658 $460K
BOK Financial Private Wealth, Inc. 0.03% Reduce -9.0% 7,649 $459K
Evoke Wealth, LLC 0.01% New 7,578 $455K
Daymark Wealth Partners, LLC 0.02% Add +72.0% 7,577 $455K
Accredited Investor Services, LLC 0.34% Reduce -0.7% 7,570 $454K
Compass Ion Advisors, LLC 0.05% Reduce -0.8% 7,547 $453K
GTS Securities LLC 0.02% New 7,536 $452K
Chicago Capital, LLC 0.01% Reduce -18.8% 7,533 $452K
Zacks Investment Management 0.00% New 7,473 $449K
Ellis Investment Partners, LLC 0.09% Add +0.3% 7,437 $446K
FLP Wealth Management, LLC 1.25% Add +26.3% 7,436 $446K
Smith Thornton Advisors LLC 0.26% No change 7,434 $446K
Clear Harbor Asset Management, LLC 0.03% Add +0.6% 7,428 $446K
Cadence Bank 0.03% Add +2.6% 7,387 $443K
Northside Capital Management, LLC 0.03% No change 7,364 $442K
MBA Advisors LLC 0.20% No change 7,356 $442K
City Holding Co. 0.06% No change 7,334 $440K
Richards, Merrill & Peterson, Inc. 0.21% Reduce -1.7% 7,321 $439K
Doliver Advisors, LP 0.12% Reduce -10.1% 7,302 $438K
Melfa Wealth Management, Inc. 0.28% Add +0.8% 7,282 $437K
Trust Point Inc. 0.04% Reduce -0.2% 7,260 $436K
Voisard Asset Management Group, Inc. 0.11% Add +0.1% 7,238 $434K
Herold Advisors, Inc. 0.09% Add +81.1% 7,224 $434K
Leo Wealth, LLC 0.03% Add +7.1% 7,528 $433K
Awm Capital, LLC 0.05% Add +0.1% 7,178 $431K
Vista Capital Partners, Inc. 0.05% Add +42.9% 7,176 $431K
BlackDiamond Wealth Management, LLC 0.25% Add +34.1% 7,155 $430K
Baker Avenue Asset Management, LP 0.01% Add +0.8% 7,131 $428K
Certus Wealth Management, LLC 0.28% Reduce -2.2% 7,129 $428K
Syntegra Private Wealth Group, LLC 0.04% Add +56.8% 7,094 $426K
SMART Wealth LLC 0.13% Add +17.4% 7,079 $425K
Kovack Advisors, Inc. 0.04% Reduce -11.9% 7,056 $424K
Pinnacle Family Advisors, LLC 0.21% Add +65.3% 7,056 $424K
Stephens Inc. 0.01% Reduce -1.4% 6,925 $416K
Beaumont Financial Advisors, LLC 0.03% Add +3.5% 6,923 $416K
Daner Wealth Management, LLC 0.29% — 6,695 $415K
Penobscot Investment Management Company, Inc. 0.04% Reduce -3.3% 6,910 $415K
KWB Wealth 0.05% Add +0.2% 7,667 $414K
SIMA Wealth Partners, LLC 0.33% Reduce -0.6% 6,883 $413K
Talon Private Wealth, LLC 0.06% Add +45.0% 6,883 $413K
Jackson Thornton Wealth Management, LLC 0.05% Reduce -0.9% 6,872 $413K
Bogart Wealth, LLC 0.02% Reduce -1.5% 6,866 $412K
Higgins & Schmidt Wealth Strategies LLC 0.23% Reduce -1.5% 6,859 $412K
3Chopt Investment Partners, LLC 0.10% Reduce -37.8% 6,857 $412K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +13.5% 6,843 $411K
Talisman Wealth Advisors LLC 0.37% Add +0.9% 6,815 $409K
Karpus Management, Inc. 0.01% No change 6,810 $409K
Milestone Asset Management Group, LLC 0.30% Add +1.3% 6,802 $408K
WPG Advisers, LLC 0.34% Add +2.2% 6,783 $407K
Beese Fulmer Investment Management, Inc. 0.03% New 6,748 $405K
Bell Bank 0.02% Reduce -2.3% 6,735 $404K
Burford Brothers, Inc. 0.19% Reduce -4.9% 6,733 $404K
Sax Wealth Advisors, LLC 0.02% New 6,676 $401K
Ascentis Independent Advisors 0.07% Add +1.6% 6,662 $400K
Wolff Wiese Magana LLC 0.25% Add +15.0% 6,629 $398K
Integras Partners LLC 0.43% Add +0.5% 6,606 $397K
Aviso Financial Inc. 0.02% Add +5.0% 6,604 $396K
Essex Financial Services, Inc. 0.03% Reduce -2.1% 6,598 $396K
Catalyst Private Wealth, LLC 0.18% Add +11.5% 6,576 $395K
Factor Wealth Management LTD 0.11% Add +50.3% 6,558 $394K
Vanguard Personalized Indexing Management, LLC 0.00% Add +0.5% 6,548 $393K
Sage Financial Group Inc. 0.03% Reduce -37.8% 6,521 $391K
Focused Wealth Management, Inc 0.05% New 6,480 $389K
American National Bank & Trust 0.04% Add +12.3% 6,467 $388K
Helium Advisors LLC 0.24% Reduce -4.0% 6,453 $387K
GatePass Capital, LLC 0.26% New 6,431 $386K
Kennebec Savings Bank 0.38% Reduce -0.1% 6,403 $384K
DGS Capital Management, LLC 0.08% Add +36.6% 6,392 $384K
LS Investment Advisors, LLC 0.06% Add +0.1% 6,359 $382K
New England Private Wealth Advisors LLC 0.06% Add +0.7% 6,267 $380K
Private Management Group Inc. 0.01% Reduce -2.6% 6,317 $379K
Private Capital Management, LLC 0.04% Reduce -3.9% 6,307 $379K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 6,300 $378K
IVC Wealth Advisors LLC 0.18% Reduce -6.8% 6,297 $378K
Pinney & Scofield, Inc. 0.26% No change 6,279 $377K
City State Bank 0.12% No change 6,250 $375K
Phillips Wealth Planners LLC 0.34% Reduce -0.8% 6,223 $374K
Noesis Capital Mangement Corp. 0.06% Reduce -8.9% 6,186 $371K
Advyzon Investment Management, LLC 0.08% New 6,135 $368K
Dearborn Partners LLC 0.02% Add +30.6% 6,103 $366K
Denver PWM, LLC 0.11% Reduce -10.1% 6,084 $365K
Martin Currie Ltd. 0.01% Reduce -49.6% 6,080 $365K
Tactive Advisors, LLC 0.12% — 6,069 $364K
Beverly Hills Private Wealth, LLC 0.07% New 6,026 $362K
Delta Wealth Advisors LLC 0.30% New 6,021 $361K
Debussy Capital Management LP 0.05% Add +19.1% 6,011 $361K
Villere St Denis J & Co. LLC 0.04% No change 5,999 $360K
CFO4Life Group, LLC 0.06% Add +0.6% 5,941 $357K
Carter Financial Group, INC. 0.23% — 5,895 $354K
Paces Ferry Wealth Advisors, LLC 0.16% Add +12.4% 5,891 $354K
Detalus Advisors, LLC 0.10% New 5,876 $353K
Kooman & Associates 0.12% Add +0.3% 5,864 $352K
Beckerman Institutional, LLC 0.23% Reduce -2.8% 5,872 $352K
Meredith Wealth Planning 0.13% Add +1.2% 5,837 $350K
Pinion Investment Advisors, LLC 0.12% Add +4.7% 5,784 $347K
McCarter Private Wealth Services LLC 0.20% New 5,782 $347K
Institute for Wealth Management, LLC. 0.04% Reduce -1.7% 5,774 $347K
GDS Wealth Management 0.03% Add +1.5% 5,769 $346K
Boston Trust Walden Corp 0.00% Add +31.3% 5,757 $346K
Dopkins Wealth Management, LLC 0.15% Add +25.1% 5,756 $346K
One Charles Private Wealth Services, LLC 0.10% Reduce -1.6% 5,721 $343K
Westmount Partners, LLC 0.09% Reduce -72.6% 5,705 $342K
Thoroughbred Financial Services, LLC 0.02% Reduce -20.0% 5,712 $342K
My Personal CFO, LLC 0.15% Add +0.3% 5,682 $341K
KDK Private Wealth Management, LLC 0.36% Reduce -2.4% 5,676 $341K
Jackson Hole Capital Partners, LLC 0.06% No change 5,675 $341K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -30.5% 5,671 $340K
Harrington Investments, INC 0.18% Reduce -8.2% 5,632 $338K
Schwallier Wealth Management LLC 0.21% New 5,632 $338K
SilverOak Wealth Management LLC 0.06% New 5,615 $337K
Biltmore Family Office, LLC 0.06% Add +5.0% 5,612 $337K
True Link Financial Advisors, LLC 0.02% Reduce -10.0% 5,599 $336K
Outbound Financial Inc 0.31% — 5,592 $336K
Renasant Bank 0.22% Reduce -13.0% 5,570 $334K
Legacy Wealth Asset Management, LLC 0.08% No change 5,568 $334K
Independent Wealth Network Inc. 0.12% Add +44.0% 5,544 $333K
Strategic Equity Management 0.12% New 5,531 $332K
Jamison Private Wealth Management, Inc. 0.05% Add +0.2% 5,511 $331K
TOWER TRUST & INVESTMENT Co 0.23% Reduce -0.9% 5,507 $331K
Hanson & Doremus Investment Management 0.04% Reduce -8.4% 5,502 $330K
Farmers National Bank 0.09% Add +0.9% 5,480 $329K
ICONIQ Capital, LLC 0.01% Reduce -30.3% 5,447 $327K
Mandatum Life Insurance Co Ltd 0.09% No change 5,444 $327K
Capital Investment Advisors, LLC 0.01% Reduce -17.5% 5,426 $326K
Brooklyn Investment Group 0.04% Add +711.7% 5,414 $325K
First County Bank 0.17% Reduce -2.4% 5,393 $324K
Goelzer Investment Management, Inc. 0.02% Add +15.5% 5,337 $320K
Exchange Traded Concepts, LLC 0.00% New 5,250 $315K
Capital Advisors Inc. 0.01% Reduce -98.4% 5,225 $314K
Glen Eagle Advisors, LLC 0.05% Add +2.6% 5,218 $313K
Cape Investment Advisory, Inc. 0.11% Add +69.1% 5,182 $311K
Clarity Wealth Advisors, LLC 0.08% Add +2.2% 5,181 $311K
Foster & Motley Inc. 0.02% Reduce -3.3% 5,172 $310K
Twelve Points Wealth Management LLC 0.08% No change 5,133 $308K
Riversedge Advisors, LLC 0.06% Add +27.2% 5,128 $308K
Prosperity Planning, Inc. 0.12% New 5,110 $307K
Diversify Wealth Management, LLC 0.02% Add +3.3% 4,895 $304K
Global Financial Private Client, LLC 0.11% Add +160.3% 5,056 $304K
Cabot Wealth Management Inc. 0.04% Reduce -16.2% 4,997 $300K
JPL Wealth Management, LLC 0.08% Reduce -13.6% 4,991 $300K
Augustine Asset Management Inc. 0.08% Add +2.6% 4,990 $300K
Brown Wealth Management, LLC 0.09% Reduce -13.8% 4,986 $299K
Matrix Asset Advisors Inc. 0.03% Add +3.1% 4,978 $299K
VeraBank, N.A. 0.06% New 4,934 $296K
180 Wealth Advisors, LLC 0.04% Add +5.1% 4,903 $294K
Brian Low Financial Group, LLC 0.28% — 4,902 $294K
New England Asset Management Inc. 0.05% Reduce -95.9% 4,900 $294K
Lowe Wealth Advisors, LLC 0.11% Add +6.0% 4,800 $288K
Country Trust Bank 0.01% Reduce -1.5% 4,783 $287K
Keener Financial Planning LLC 0.14% Add +18.7% 4,782 $287K
Lynx Investment Advisory 0.19% Add +1.2% 4,767 $286K
Pure Portfolios Holdings LLC 0.10% Reduce -0.5% 4,765 $286K
Sunpointe, LLC 0.11% Add +1.2% 4,760 $286K
Abel Hall, LLC 0.13% Add +7.5% 4,760 $286K
Joel Isaacson & Co., LLC 0.01% New 4,756 $285K
Collaborative Wealth Managment Inc. 0.12% Add +1.2% 4,726 $284K
Capital Wealth Management, LLC 0.11% Reduce -9.7% 4,715 $283K
NTV Asset Management LLC 0.03% Add +5.5% 4,706 $282K
Stage Harbor Financial, LLC 0.23% Add +1.9% 4,704 $282K
Manhattan West Asset Management, LLC 0.07% Reduce -17.2% 4,700 $282K
Eastern Bank 0.01% Add +22.9% 4,687 $281K
SeaCrest Wealth Management, LLC 0.03% Reduce -6.7% 4,664 $280K
Rockland Trust Co. 0.01% New 4,657 $280K
Uptown Financial Advisors LLC 0.26% Reduce -5.3% 4,646 $279K
Rowlandmiller & Partners.adv 0.06% No change 4,639 $278K
Koss-Olinger Consulting, LLC 0.02% New 4,636 $278K
Corrado Advisors, LLC 0.17% Add +16.3% 4,636 $278K
Three Bridge Wealth Advisors, LLC 0.07% New 4,629 $278K
Fielder Capital Group LLC 0.07% No change 4,605 $276K
Spectrum Strategic Capital Management, LLC 0.17% Reduce -3.3% 4,574 $275K
Wrenne Financial Planning LLC 0.13% New 4,567 $274K
Balanced Rock Investment Advisors LLC 0.21% Reduce -6.5% 4,539 $272K
C M Bidwell & Associates Ltd. 0.14% No change 4,520 $271K
West Michigan Advisors, LLC 0.08% Add +3.0% 4,501 $270K
Raffa Wealth Management, LLC 0.05% Add +1.2% 4,498 $270K
LCNB Corp. 0.09% No change 4,491 $270K
Per Stirling Capital Management, LLC. 0.04% New 4,473 $268K
Lazari Capital Management, Inc. 0.10% Reduce -3.0% 4,440 $267K
CPC Advisors, LLC 0.03% Reduce -21.8% 4,424 $266K
Warren Street Wealth Advisors, LLC 0.09% New 4,407 $265K
ETF Portfolio Partners, Inc. 0.07% No change 4,394 $264K
Trust Co 0.03% No change 4,372 $262K
Parkworth Wealth Management, Inc. 0.19% Add +13.9% 4,358 $262K
apricus wealth, LLC 0.15% No change 4,325 $260K
St Germain D J Co. Inc. 0.01% Add +64.8% 4,323 $260K
Certified Advisory Corp 0.03% Reduce -1.0% 4,311 $259K
Duncan Williams Asset Management, LLC 0.08% Add +4.8% 4,305 $258K
Pallas Capital Advisors LLC 0.01% Add +3.6% 4,297 $258K
Kavar Capital Partners Group, LLC 0.04% Add +4.1% 4,289 $257K
Plan A Wealth LLC 0.15% Reduce -34.9% 4,280 $257K
Inscription Capital, LLC 0.04% Reduce -13.9% 4,273 $257K
Quad-Cities Investment Group, LLC 0.12% Add +1.2% 4,257 $256K
Decker Retirement Planning Inc. 0.15% Reduce -17.1% 4,243 $255K
CGC Financial Services, LLC 0.09% No change 4,240 $255K
RTD Financial Advisors, Inc. 0.03% New 4,237 $254K
ShoreHaven Wealth Partners, LLC 0.10% Add +0.6% 4,217 $253K
Bokf, NA 0.00% Add +249.5% 4,211 $253K
Petra Financial Advisors Inc. 0.16% Reduce -17.3% 4,188 $251K
Financial Life Advisors 0.09% Reduce -0.7% 4,186 $251K
Shira Ridge Wealth Management 0.11% New 4,184 $251K
Fortis Capital Management LLC 0.04% Reduce -19.2% 4,162 $250K
Dunhill Financial, LLC 0.07% Add +8.7% 4,151 $249K
Fiduciary Advisors, Inc. 0.22% Add +1.2% 4,137 $248K
Ullmann Wealth Partners Group, LLC 0.03% Add +6.4% 4,078 $245K
Lockerman Financial Group, Inc. 0.33% New 4,064 $244K
Edgemoor Investment Advisors, Inc. 0.02% Add +5.2% 4,054 $243K
Qube Research & Technologies Ltd 0.00% Reduce -87.7% 4,047 $243K
Clarity Capital Partners LLC 0.09% Reduce -40.1% 4,026 $242K
Matrix Private Capital Group LLC 0.14% No change 4,019 $241K
Genesis Wealth Advisors, LLC 0.18% Add +2.5% 4,007 $241K
Postrock Partners LLC 0.11% Add +1.5% 3,988 $239K
Hibernia Wealth Partners, LLC 0.09% New 3,988 $239K
Ti-Trust, Inc. 0.16% Add +7.0% 3,974 $239K
RAM Investment Partners, LLC 0.05% New 3,952 $237K
Retirement Planning Group, LLC 0.01% Reduce -17.8% 3,920 $235K
MontVue Capital Management, Inc. 0.17% Add +0.5% 3,912 $235K
Ehrlich Financial Group 0.15% Reduce -0.9% 3,906 $234K
Integrated Capital Management, LLC 0.11% Add +0.1% 3,806 $234K
River Street Advisors LLC 0.10% New 3,889 $233K
Intrua Financial, LLC 0.03% Reduce -2.2% 3,885 $233K
Financial Freedom, LLC 0.13% Add +1.0% 3,882 $233K
Efficient Advisors, LLC 0.01% Reduce -6.1% 3,833 $230K
Main Management LLC 0.02% Reduce -36.8% 3,830 $230K
First National Advisers, LLC 0.03% New 3,815 $229K
Harbor Advisory Corp. 0.07% No change 3,810 $229K
Investment Advisory Group, LLC 0.07% Reduce -20.0% 3,808 $229K
Windward Private Wealth Management Inc. 0.08% New 3,801 $228K
Citizens Business Bank 0.04% No change 3,801 $228K
Magnolia Capital Management Ltd. 0.18% No change 3,775 $227K
Atlas Brown,Inc. 0.07% Add +0.0% 3,736 $224K
GM Advisory Group, LLC 0.01% New 3,733 $224K
Washington Trust Bank 0.02% New 3,733 $224K
Dakota Wealth Management 0.00% Reduce -21.3% 3,728 $224K
Professional Financial Advisors, LLC 0.05% New 3,724 $224K
Harvest Investment Services, LLC 0.05% New 3,720 $223K
Presilium Private Wealth, LLC 0.05% Reduce -88.8% 3,719 $223K
Apollon Financial, LLC 0.05% New 3,717 $223K
Swan Global Investments, LLC 0.01% Reduce -2.8% 3,709 $223K
Victory Financial Group, LLC 0.04% Reduce -16.6% 3,707 $223K
LongView Wealth Management 0.07% Reduce -4.3% 3,670 $220K
Oakwell Private Wealth Management, LLC 0.05% New 3,661 $220K
Everest Private Wealth 0.16% New 3,616 $217K
First Western Trust Bank 0.01% New 3,614 $217K
Moneywise, Inc. 0.10% New 3,609 $217K
Calton & Associates, Inc. 0.04% Reduce -18.3% 3,598 $216K
Gimbal Financial 0.13% New 3,590 $216K
Carnegie Investment Counsel 0.00% New 3,581 $215K
Headlands Technologies LLC 0.03% New 3,576 $215K
Adams Wealth Management 0.04% Reduce -6.0% 3,559 $214K
CacheTech Inc. 0.04% Reduce -6.0% 3,559 $214K
Snider Financial Group 0.06% New 3,550 $213K
Saxon Interests, Inc. 0.10% No change 3,945 $213K
RHS Financial, LLC 0.12% Reduce -37.6% 3,541 $213K
Zhang Financial LLC 0.01% Reduce -11.7% 3,524 $212K
Midwest Heritage Bank, FSB 0.08% New 3,523 $211K
Monograph Wealth Advisors, LLC 0.03% New 3,501 $210K
Norden Group LLC 0.02% New 3,490 $209K
Little House Capital LLC 0.05% Reduce -22.7% 3,482 $209K
STAR Financial Bank 0.13% New 3,480 $209K
Partners in Financial Planning 0.04% New 3,474 $209K
Western Financial Corp 0.11% New 3,471 $208K
Johnson Investment Counsel Inc. 0.00% Reduce -19.6% 3,468 $208K
Cutler Investment Counsel LLC 0.02% New 3,456 $207K
Ceera Investments, LLC 0.06% New 3,455 $207K
Paragon Capital Management Ltd 0.04% New 3,450 $207K
Forum Financial Management, LP 0.00% New 3,445 $207K
CPA Asset Management Group, LLC 0.09% New 3,425 $206K
North Dallas Bank & Trust Co. 0.16% — 3,410 $205K
Novus Advisors, LLC 0.31% New 3,406 $204K
waypoint wealth counsel 0.10% New 3,401 $204K
Burke & Herbert Bank & Trust Co. 0.05% New 3,384 $203K
Obermeyer Wealth Partners 0.01% New 3,361 $202K
Oliver Lagore Vanvalin Investment Group 0.08% — 3,733 $201K
Gibbs Wealth Management 0.04% New 3,350 $201K
Highland Financial Advisors, LLC 0.06% New 3,349 $201K
Novem Group 0.03% New 3,345 $201K
Hardin Capital Partners, LLC 0.12% New 3,333 $200K
Horizons Wealth Management 0.14% Add +5.7% 3,316 $199K
HM Payson & Co. 0.00% Add +4.2% 3,248 $195K
Riverview Trust Co 0.24% No change 3,165 $190K
Flagship Wealth Advisors, LLC 0.07% New 3,156 $189K
Avion Wealth 0.04% Reduce -41.1% 3,156 $189K
Financial Gravity Companies, Inc. 0.04% — 3,022 $181K
Silver Oak Securities, Incorporated 0.01% Reduce -24.2% 3,006 $180K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -15.5% 2,858 $173K
Gitterman Wealth Management, LLC 0.04% New 2,862 $172K
Proathlete Wealth Management LLC 0.05% Add +17.0% 2,856 $172K
Front Row Advisors LLC 0.06% No change 2,848 $171K
Rothschild Investment LLC 0.01% Add +3.5% 2,807 $169K
Register Financial Advisors LLC 0.07% Reduce -2.7% 2,777 $167K
Barrett & Company, Inc. 0.06% Reduce -75.7% 2,772 $166K
Evelyn Partners Investment Management LLP 0.01% No change 2,750 $165K
Pacifica Partners Inc. 0.07% Add +39.9% 2,751 $164K
Oxford Financial Group, LTD. LLC 0.01% Add +7.3% 2,730 $164K
Vermillion & White Wealth Management Group, LLC 0.10% Add +19.6% 2,635 $158K
Glass Jacobson Investment Advisors llc 0.06% Reduce -41.1% 2,608 $157K
Cardinal Strategic Wealth Guidance 0.04% No change 2,531 $152K
Boreal Capital Management LLC 0.14% — 2,425 $146K
Beacon Capital Management, LLC 0.02% Reduce -0.7% 2,416 $145K
West Financial Advisors, LLC 0.03% No change 2,414 $145K
Piscataqua Savings Bank 0.12% Add +108.8% 2,395 $144K
Stephens Consulting, LLC 0.03% No change 2,274 $137K
SBI Securities Co., Ltd. 0.00% Add +8.0% 2,266 $136K
Marshall & Sterling Wealth Advisors Inc. 0.09% Add +4.3% 2,246 $135K
Chesapeake Asset Management LLC 0.12% No change 2,217 $133K
Harbor Investment Advisory, LLC 0.01% Add +140.6% 2,192 $132K
Total Investment Management Inc. 0.02% New 2,061 $124K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +56.4% 2,057 $123K
BNP Paribas Financial Markets 0.00% Reduce -87.4% 2,014 $121K
Cardiff Park Advisors, LLC 0.01% Add +1.2% 1,998 $120K
Pflug Koory, LLC 0.06% Reduce -23.1% 1,964 $118K
Wood Tarver Financial Group, LLC 0.04% No change 1,962 $117K
Smallwood Wealth Investment Management, LLC 0.06% Add +2.3% 1,881 $113K
IAG Wealth Partners, LLC 0.01% Add +1.2% 1,853 $111K
TD Waterhouse Canada Inc. 0.00% Add +9.9% 1,828 $110K
Investors Research Corp 0.02% Reduce -1.0% 1,822 $109K
Nordwand Advisors, LLC 0.02% No change 1,781 $107K
DHJJ Financial Advisors, Ltd. 0.04% Add +45.0% 1,753 $105K
Cornerstone Planning Group LLC 0.02% Reduce -41.6% 1,715 $104K
Grey Ledge Advisors, LLC 0.03% Add +22.6% 1,705 $102K
Sierra Ocean, LLC 0.07% No change 1,774 $102K
Anchor Investment Management, LLC 0.01% Add +10.1% 1,678 $101K
Caldwell Trust Co 0.01% Reduce -11.4% 1,656 $99K
Legacy Investment Solutions, LLC 0.05% — 1,653 $99K
Legacy Wealth Managment, LLC 0.05% Add +294.5% 1,653 $99K
Creekmur Asset Management LLC 0.02% Add +38.5% 1,618 $97K
Banque Cantonale Vaudoise 0.00% Reduce -55.5% 1,605 $97K
North Capital, Inc. 0.08% No change 1,605 $96K
Farmers & Merchants Investments Inc. 0.00% Add +8.5% 1,597 $96K
Trust Co. of Toledo NA 0.01% New 1,594 $96K
Bellwether Advisors, LLC 0.02% No change 1,592 $96K
Clearstead Trust, LLC 0.02% Add +15.2% 1,537 $92K
Evolution Wealth Management Inc. 0.11% — 1,530 $92K
Motco 0.01% Add +114.7% 1,501 $91K
Crews Bank & Trust 0.01% No change 1,500 $90K
Operose Advisors LLC 0.02% No change 1,470 $88K
Sunbelt Securities, Inc. 0.01% Reduce -6.8% 1,647 $86K
Center for Financial Planning, Inc. 0.01% Reduce -26.9% 1,430 $86K
Covestor Ltd 0.05% Add +35.0% 1,413 $85K
Concord Wealth Partners 0.01% Reduce -7.0% 1,400 $84K
Signature Resources Capital Management, LLC 0.05% No change 1,375 $83K
TCTC Holdings, LLC 0.00% No change 1,370 $82K
Beaird Harris Wealth Management, LLC 0.01% Reduce -9.2% 1,350 $81K
Hoey Investments, Inc. 0.01% Add +155.9% 1,336 $80K
Luken Investment Analytics, LLC 0.04% No change 1,330 $80K
First Financial Corp. 0.03% Reduce -21.7% 1,297 $78K
American Capital Advisory, LLC 0.04% No change 1,285 $77K
Promus Capital, LLC 0.05% Add +148.1% 1,275 $77K
GPS Wealth Strategies Group, LLC 0.01% Add +28.6% 1,232 $74K
Centennial Bank 0.03% No change 1,157 $69K
Oakworth Capital, Inc. 0.00% Reduce -10.1% 1,151 $69K
Kopp Family Office, LLC 0.04% No change 1,150 $69K
Moser Wealth Advisors, LLC 0.03% No change 1,128 $68K
Indiana Trust & Investment Management Co 0.02% Reduce -27.9% 1,124 $67K
Fairman Group, LLC 0.05% Add +1.3% 1,109 $67K
GW&K Investment Management, LLC 0.00% No change 1,094 $66K
MeadowBrook Investment Advisors LLC 0.06% New 1,025 $62K
Painted Porch Advisors LLC 0.03% New 1,016 $61K
MRP Capital Investments, LLC 0.04% No change 983 $59K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +12.3% 979 $59K
Paladin Advisory Group, LLC 0.04% Reduce -75.6% 940 $56K
Family Capital Trust Co 0.02% Reduce -1.6% 932 $56K
Union Savings Bank 0.03% No change 918 $55K
Kentucky Trust Co 0.03% Add +68.8% 908 $55K
Team Financial Group, LLC 0.03% New 904 $54K
Blue Bell Private Wealth Management, LLC 0.01% No change 893 $54K
Brown, Lisle/Cummings, Inc. 0.01% Add +0.8% 867 $52K
Arlington Trust Co LLC 0.01% Reduce -34.0% 844 $51K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 841 $50K
Global Wealth Strategies & Associates 0.01% Reduce -11.0% 794 $48K
Godsey & Gibb, Inc. 0.00% Reduce -9.8% 792 $48K
Tradewinds Capital Management, LLC 0.01% No change 790 $47K
Urban Financial Advisory Corp 0.02% No change 785 $47K
Millstone Evans Group, LLC 0.03% Reduce -35.9% 780 $47K
Harbor Asset Planning, Inc. 0.04% — 771 $46K
S.A. Mason LLC 0.02% New 725 $44K
HighMark Wealth Management LLC 0.02% Add +1.3% 720 $43K
Centerpoint Advisors, LLC 0.01% Reduce -2.7% 710 $43K
Tidemark, LLC 0.01% Reduce -43.0% 714 $43K
Towne Trust Company, N.A 0.01% No change 698 $42K
Twin Lakes Capital Management, LLC 0.03% No change 697 $42K
Hantz Financial Services, Inc. 0.00% Add +204.9% 680 $41K
Wells Financial Advisors INC 0.06% Reduce -17.2% 675 $41K
Tucker Asset Management LLC 0.01% New 671 $40K
LFA - Lugano Financial Advisors SA 0.02% No change 660 $40K
Holos Integrated Wealth LLC 0.02% Reduce -18.5% 613 $38K
Inlight Wealth Management, LLC 0.02% No change 625 $38K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -9.4% 620 $37K
Zions Bancorporation, National Association 0.00% No change 612 $37K
Mascoma Wealth Management LLC 0.01% No change 610 $37K
Kiker Wealth Management, LLC 0.02% Reduce -33.3% 609 $37K
Tower Research Capital LLC (TRC) 0.00% Add +489.3% 607 $36K
Nalls Sherbakoff Group, LLC 0.03% New 600 $36K
Copia Wealth Management 0.03% No change 593 $36K
Newton One Investments LLC 0.01% New 572 $34K
N.E.W. Advisory Services LLC 0.00% Reduce -48.5% 563 $34K
MGB Wealth Management, LLC 0.01% No change 500 $30K
Provident Wealth Management, LLC 0.01% No change 500 $30K
Toth Financial Advisory Corp. 0.00% New 499 $30K
MPWM Advisory Solutions, LLC 0.02% Reduce -26.7% 486 $29K
Kessler Investment Group, LLC 0.01% No change 479 $29K
Proffitt & Goodson Inc. 0.00% Reduce -3.3% 476 $29K
First PREMIER Bank 0.01% No change 469 $28K
Clark Wealth Partners 0.02% Reduce -56.5% 460 $28K
ESL Trust Services, LLC 0.01% No change 460 $28K
Iron Horse Wealth Management, LLC 0.01% Add +32.9% 457 $27K
West Branch Capital LLC 0.01% No change 448 $27K
FSA Wealth Management LLC 0.01% Add +0.6% 319 $27K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -20.5% 414 $25K
Centricity Wealth Management, LLC 0.02% No change 408 $24K
Advantage Trust Co 0.01% New 400 $24K
McIlrath & Eck, LLC 0.00% Add +1.0% 397 $24K
Atwood & Palmer Inc. 0.00% Add +290.9% 387 $23K
SRH Advisors, LLC 0.01% No change 384 $23K
Atticus Wealth Management, LLC 0.01% Reduce -13.3% 360 $22K
North Ridge Wealth Advisors, Inc. 0.01% Reduce -12.3% 355 $21K
Ascentis Wealth Management, LLC 0.01% Reduce -60.6% 349 $21K
Park Square Financial Group, LLC 0.01% Add +9.6% 342 $21K
New Millennium Group LLC 0.01% Reduce -14.0% 337 $20K
HHM Wealth Advisors, LLC 0.00% Add +75.4% 328 $20K
Edmond DE Rothschild Holding S.A. 0.00% No change 328 $20K
Addison Advisors LLC 0.00% Add +105.4% 304 $18K
Evolution Advisers, Inc. 0.01% No change 300 $18K
GHP Investment Advisors, Inc. 0.00% No change 298 $18K
Ramirez Asset Management, Inc. 0.00% Add +54.3% 290 $17K
S&T Bank 0.01% No change 289 $17K
MTM Investment Management, LLC 0.01% New 284 $17K
Breakwater Investment Management 0.01% Reduce -2.1% 275 $17K
Woodside Wealth Management LLC 0.01% No change 275 $17K
AllSquare Wealth Management LLC 0.01% No change 272 $16K
Pacific Center for Financial Services 0.00% No change 269 $16K
Old Second National Bank of Aurora 0.00% New 266 $16K
CNB Bank 0.01% No change 261 $16K
Bank of New Hampshire 0.00% No change 260 $16K
Ameriflex Group, Inc. 0.01% Reduce -38.5% 259 $16K
Montag A & Associates Inc. 0.00% Reduce -2.3% 259 $16K
Reyes Financial Architecture, Inc. 0.01% Reduce -75.0% 245 $15K
Plante Moran Financial Advisors, LLC 0.00% Add +597.1% 244 $15K
Anfield Capital Management, LLC 0.00% No change 238 $14K
Archer Investment Corp 0.00% Add +27.8% 230 $14K
BankPlus Trust Department 0.00% No change 225 $14K
Pin Oak Investment Advisors Inc. 0.01% Add +16.4% 248 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 215 $13K
Murphy & Mullick Capital Management Corp 0.01% Reduce -54.7% 212 $13K
Hurley Capital, LLC 0.01% Add +1.5% 209 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 205 $12K
Atlantic Private Wealth, LLC 0.01% Reduce -96.5% 205 $12K
Traub Capital Management LLC 0.01% — 203 $12K
Colonial Trust Advisors 0.00% No change 200 $12K
Peterson Wealth Services 0.00% No change 183 $11K
Morton Brown Family Wealth, LLC 0.00% Reduce -17.4% 181 $11K
Accredited Wealth Management, LLC 0.01% Reduce -12.5% 175 $11K
Sittner & Nelson, LLC 0.00% No change 166 $10K
Activest Wealth Management 0.00% No change 159 $10K
Aventura Private Wealth, LLC 0.00% No change 152 $9K
Olistico Wealth, LLC 0.01% New 150 $9K
Frazier Financial Advisors, LLC 0.01% Reduce -90.7% 133 $8K
Kathleen S. Wright Associates Inc. 0.00% No change 124 $7K
Manning & Napier Advisors LLC 0.00% New 120 $7K
Robinswood Financial LLC 0.00% No change 117 $7K
TD Capital Management LLC 0.00% Reduce -63.0% 105 $6K
Wealth Preservation Advisors, LLC 0.00% No change 104 $6K
Hara Capital LLC 0.00% No change 102 $6K
Hopwood Financial Services, Inc. 0.00% No change 100 $6K
Valley National Advisers Inc. 0.00% No change 101 $6K
PFS Partners, LLC 0.00% Add +1.0% 99 $6K
Graney & King, LLC 0.00% Add +1.1% 94 $6K
Alerus Financial NA 0.00% New 94 $6K
ROSS\JOHNSON & Associates LLC 0.11% Reduce -89.8% 87 $5K
Costello Asset Management, INC 0.00% New 86 $5K
Strengthening Families & Communities, LLC 0.00% Reduce -3.5% 83 $5K
Medallion Wealth Advisors, LLC 0.00% No change 78 $5K
Capital A Wealth Management, LLC 0.05% Reduce -99.9% 92 $5K
Delos Wealth Advisors, LLC 0.00% New 76 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +1.5% 67 $4K
NFSG Corp 0.00% Add +1.5% 67 $4K
Cheviot Value Management, LLC 0.00% No change 60 $4K
Cedar Mountain Advisors, LLC 0.00% No change 54 $3K
Orion Capital Management LLC 0.00% No change 51 $3K
Cypress Capital Management LLC (WY) 0.00% New 49 $3K
Hilltop National Bank 0.00% — 48 $3K
Prudent Man Investment Management, Inc. 0.00% No change 49 $3K
Chapman Financial Group, LLC 0.00% — 41 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 37 $2K
Resources Management Corp. /CT/ 0.00% No change 30 $2K
Valued Wealth Advisors LLC 0.00% No change 33 $2K
Principia Wealth Advisory, LLC 0.00% No change 32 $2K
Nemes Rush Group LLC 0.00% Reduce -89.3% 31 $2K
Ameritas Investment Partners, Inc. 0.00% No change 29 $2K
Affinity Wealth LLC 0.00% No change 28 $2K
Compass Financial Services Inc 0.00% New 19 $1K
Clarity Asset Management, Inc. 0.00% Reduce -66.7% 15 $900
Global Trust Asset Management, LLC 0.00% No change 13 $780
Spurstone Advisory Services, LLC 0.01% No change 10 $600
Roxbury Financial LLC 0.00% New 8 $486
WestEnd Advisors, LLC 0.00% New 8 $480
Darwin Wealth Management, LLC 0.00% Reduce -93.9% 5 $300
Hughes Financial Services, LLC 0.00% Reduce -99.4% 3 $183
Safe Harbor Fiduciary, LLC 0.00% No change 2 $120
Prestige Wealth Management Group LLC 0.00% No change 1 $61
Coston, McIsaac & Partners 0.00% Reduce -92.9% 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.