iShares Core MSCI EmergingIEMGETF

13F holders, Q3 2025 (September 30)
1,976holders +66
135new positions
57sold out
4famous investors
$65.88avg. 13F price*

At the end of Q3 2025, 1,976 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 66 from Q2 2025. 135 opened new positions and 57 sold out. The largest holders were Bank of America Corp. ($11.3B), Morgan Stanley ($6.5B) and Creative Planning ($5.0B). 4 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Joel Greenblatt (0.3% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions135$630.0M
Exits57$117.7M

All 13F filers, Q2 2025 → Q3 2025: 94,352,561 shares bought and 47,094,228 shares sold, net +47,258,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,976 holders

Bank of America Corp. 0.84% Reduce -2.4% 170,911,791 $11.3B
Morgan Stanley 0.39% Add +2.2% 98,816,734 $6.5B
Creative Planning 3.78% Add +2.5% 75,109,409 $5.0B
Envestnet Asset Management Inc. 1.33% Add +14.7% 70,130,248 $4.6B
Wells Fargo & Company 0.78% Add +10.9% 57,488,391 $3.8B
LPL Financial LLC 0.90% Add +9.6% 46,995,248 $3.1B
JPMorgan Chase & Co. 0.20% Add +8.5% 46,358,778 $3.1B
BlackRock, Inc. 0.05% Add +5.8% 43,724,259 $2.9B
Wealthfront Advisers LLC 5.82% Reduce -1.9% 37,636,978 $2.5B
Tiaa Trust, National Association 5.21% Reduce -1.3% 32,650,052 $2.1B
Goldman Sachs Group Inc. 0.30% Add +6.5% 31,259,056 $2.1B
US Bancorp \de 2.22% Add +2.5% 28,412,025 $1.9B
State of New Jersey Common Pension Fund D 5.47% Add +7.8% 22,561,008 $1.5B
FMR LLC 0.07% Add +2.6% 20,403,963 $1.3B
Raymond James Financial Inc. 0.39% Add +1.6% 18,570,458 $1.2B
Northwestern Mutual Wealth Management Co. 0.81% Add +2.1% 18,399,513 $1.2B
Wit, LLC 24.66% Add +0.5% 16,517,680 $1.1B
UBS Group AG 0.18% Reduce -0.1% 13,643,228 $899.4M
PNC Financial Services Group, Inc. 0.53% Add +3.4% 13,289,934 $876.1M
Bank of New York Mellon Corp 0.15% Add +36.4% 12,289,842 $810.1M
Envestnet Portfolio Solutions, Inc. 2.77% Add +4.5% 11,416,870 $752.6M
Royal Bank of Canada 0.13% Add +45.5% 11,326,611 $746.6M
Charles Schwab Investment Management Inc. 0.11% Reduce -0.8% 10,721,557 $706.8M
Invesco Ltd. 0.10% Reduce -32.3% 9,469,612 $624.2M
Sei Investments Co. 0.67% Add +1.6% 9,449,618 $622.9M
M&T Bank Corp 2.04% Reduce -6.5% 9,193,276 $606.0M
Assetmark, Inc. 1.25% Add +1.0% 8,856,886 $583.8M
Captrust Financial Advisors 1.15% Add +4.7% 8,519,766 $561.6M
Cetera Investment Advisers 0.63% Add +57.4% 8,234,863 $542.8M
Citigroup Inc. 0.35% Add +3.8% 7,727,705 $509.4M
Mariner, LLC 0.65% Add +7.0% 7,586,232 $500.1M
Retirement Systems of Alabama 1.66% No change 7,584,431 $500.0M
Asset Management One Co., Ltd. 1.32% Add +5.9% 6,916,312 $455.9M
Alliancebernstein L.P. 0.14% Reduce -6.4% 6,759,817 $445.6M
Jordan Park Group LLC 25.33% Add +1.8% 6,791,982 $444.0M
Bank of Montreal 0.19% Add +11.6% 6,646,220 $438.1M
Betterment LLC 0.79% Reduce -4.4% 6,101,205 $402.2M
MML Investors Services, LLC 1.00% Add +14.0% 5,658,149 $373.0M
Moneta Group Investment Advisors LLC 2.89% Add +0.3% 5,515,662 $363.6M
Truist Financial Corp. 0.48% Add +12.6% 5,360,821 $353.4M
Park Avenue Securities LLC 2.63% Add +16.0% 5,111,634 $337.0M
Municipal Employees' Retirement System of Michigan 3.64% No change 4,773,111 $314.6M
Cerity Partners LLC 0.51% Add +6.5% 4,735,848 $312.2M
State Street Corp. 0.01% Add +7.6% 4,586,976 $302.4M
Stifel Financial Corp. 0.27% Add +4.4% 4,565,327 $300.9M
Cwm, LLC 0.88% Add +6.7% 4,416,474 $291.1M
Ballentine Partners, LLC 3.83% Add +0.7% 4,186,255 $276.0M
Dynasty Wealth Management, LLC 3.68% Add +20.7% 4,184,691 $275.9M
Ameriprise Financial Inc. 0.06% Add +21.1% 4,177,735 $275.6M
Franklin Resources Inc. 0.06% Add +4.3% 3,883,976 $256.0M
Vantagepoint Investment Advisers LLC 2.09% New 3,882,731 $255.9M
Stairway Partners, LLC 12.34% Add +0.9% 3,523,665 $232.3M
United Capital Financial Advisors, LLC 1.66% Add +4.0% 3,504,248 $231.0M
Osaic Holdings, Inc. 0.31% Add +12.7% 3,389,444 $218.3M
Nationwide Fund Advisors 11.62% Reduce -8.7% 3,196,747 $210.7M
Janney Montgomery Scott LLC 0.50% Add +19.8% 3,196,286 $210.7M
Matson Money. Inc. 6.90% Add +0.5% 3,180,866 $209.7M
Keybank National Association 0.73% Add +5.0% 3,147,806 $207.5M
HighTower Advisors, LLC 0.23% Add +1.0% 3,095,553 $204.1M
Valeo Financial Advisors, LLC 4.45% Add +1.9% 2,961,972 $195.3M
Haverford Trust Co 1.72% Reduce -2.5% 2,896,445 $190.9M
Fifth Third Bancorp 0.61% Add +7.4% 2,890,475 $190.5M
Northern Trust Corp. 0.02% Reduce -1.0% 2,770,896 $182.7M
Federation des caisses Desjardins du Quebec 0.69% Add +14.8% 2,656,434 $175.1M
Mercer Global Advisors Inc. 0.28% Add +121.8% 2,553,315 $168.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.13% Add +0.6% 2,539,381 $167.4M
Deutsche Bank AG 0.06% Add +7.7% 2,521,601 $166.2M
Blue Trust, Inc. 1.84% Reduce -5.5% 2,484,576 $163.8M
Mirae Asset Global Investments Co., Ltd. 0.51% Reduce -9.8% 2,478,256 $163.4M
Alesco Advisors, LLC, An ESL Co 4.34% Reduce -3.3% 2,427,897 $160.0M
Venturi Wealth Management, LLC 7.38% Add +79.5% 2,412,345 $159.0M
Commonwealth Equity Services, LLC 0.21% Reduce -1.3% 2,403,633 $158.4M
Mill Creek Capital Advisors, LLC 3.23% Add +4.6% 2,378,057 $156.8M
Nuveen, LLC 0.04% Reduce -2.2% 2,358,867 $155.5M
Baird Financial Group, Inc. 0.24% Add +2.4% 2,289,026 $150.9M
Halbert Hargrove Global Advisors, LLC 7.29% Add +1.3% 2,258,919 $148.9M
Hirtle & Co., LLC 5.80% Add +8.2% 2,222,857 $146.5M
Hackensack Meridian Health, Inc. 14.80% No change 2,185,000 $144.0M
MAI Capital Management 0.90% Add +3.4% 2,181,024 $143.8M
Focus Partners Wealth 0.23% Add +4.6% 2,167,162 $142.9M
Members Trust Co 4.68% Reduce -0.7% 2,159,402 $142.3M
Balentine LLC 5.24% Add +4347.3% 2,155,404 $142.1M
Partners Capital Investment Group, LLP 5.47% Reduce -8.4% 2,087,514 $137.6M
Manufacturers Life Insurance Company, The 0.11% Reduce -3.5% 2,040,005 $134.5M
NewEdge Advisors, LLC 0.61% Add +29.4% 2,028,701 $133.7M
Quotient Wealth Partners, LLC 3.62% Add +1.1% 2,002,990 $132.0M
Steward Partners Investment Advisory, LLC 0.73% Add +327.7% 1,939,835 $127.9M
Merit Financial Group, LLC 1.17% Add +40.1% 1,926,789 $127.0M
Sagespring Wealth Partners, LLC 2.46% Add +19.9% 2,201,665 $125.7M
Jones Financial Companies LLLP 0.09% Add +8.2% 1,919,469 $125.4M
University of Pittsburgh - Of the Commonwealth System of Higher Education 99.75% No change 1,901,018 $125.3M
Corient Private Wealth LP 0.19% Add +6.5% 1,874,586 $123.6M
Elo Mutual Pension Insurance Co 2.02% No change 1,867,100 $123.1M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -1.1% 1,797,572 $120.0M
Southern Farm Bureau Life Insurance 14.06% No change 1,813,759 $119.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.34% Add +0.5% 1,766,844 $116.5M
AE Wealth Management LLC 0.73% Add +9.4% 1,747,766 $115.2M
JB Capital LLC 4.88% Add +15.7% 1,715,500 $113.1M
Lincoln National Corp. 3.22% Reduce -6.3% 1,714,566 $113.0M
Wealthspire Advisors, LLC 0.59% Reduce -0.8% 1,704,967 $112.4M
Sanctuary Advisors, LLC 0.63% Add +9.5% 1,655,981 $109.2M
Financiere des Professionnels - Fonds d'investissement inc. 6.28% No change 1,650,348 $108.8M
Nepc LLC 2.76% Add +1.3% 1,591,307 $104.9M
Bessemer Group Inc. 0.16% Add +13.3% 1,583,928 $104.4M
Citizens Financial Group Inc. 1.42% Add +0.4% 1,568,565 $103.4M
Foundations Investment Advisors, LLC 1.47% Add +10.4% 1,534,313 $101.1M
Elm Partners Management LLC 4.97% Add +0.1% 1,501,164 $99.0M
J. Safra Sarasin Holding AG 1.59% Add +8.2% 1,490,707 $98.3M
Modera Wealth Management, LLC 1.10% Reduce -0.6% 1,439,076 $94.9M
SigFig Wealth Management, LLC 2.85% Add +0.8% 1,407,228 $92.3M
Retirement Investment Advisors, Inc. 7.53% Add +1.6% 1,373,436 $90.5M
Pathstone Holdings, LLC 0.34% Reduce -6.5% 1,335,770 $88.1M
Susquehanna International Group, LLP 0.13% Add +112.3% 1,332,251 $87.8M
Integrated Wealth Concepts LLC 0.76% Add +45.9% 1,292,351 $85.2M
Destination Wealth Management 2.34% Add +1.0% 1,289,247 $85.0M
Robertson Stephens Wealth Management, LLC 2.56% Add +3.1% 1,284,627 $84.7M
Meeder Advisory Services, Inc. 3.90% Add +5.3% 1,271,585 $83.8M
Wharton Business Group, LLC 3.63% Reduce -0.3% 1,261,907 $83.2M
CKW Financial Group 8.95% Add +78.2% 1,235,626 $82.1M
Atria Investments, Inc 0.93% Add +9.5% 1,237,934 $81.6M
Neuberger Berman Group LLC 0.06% Add +8.9% 1,231,569 $81.2M
Old Mission Capital LLC 2.90% New 1,229,625 $81.1M
Comerica Bank 0.30% Add +11.2% 1,204,751 $79.4M
MCF Advisors LLC 4.81% Reduce -3.4% 1,190,449 $78.5M
Alaska Permanent Capital Management, LLC 5.72% Reduce -3.2% 1,183,096 $77.8M
Horizon Investments, LLC 1.02% Add +1.9% 1,177,770 $77.6M
Bridgewater Associates 0.30% Reduce -93.2% 1,161,001 $76.5M
Allspring Global Investments Holdings, LLC 0.12% Reduce -7.6% 1,147,388 $76.2M
Passaic Partners LLC 9.16% Reduce -5.3% 1,154,400 $76.1M
Stratos Wealth Partners, LTD. 0.90% Add +11.5% 1,143,391 $75.4M
Full Sail Capital, LLC 4.11% Reduce -4.6% 1,131,606 $74.6M
Whittier Trust Co. of Nevada Inc. 1.57% Add +9.7% 1,102,007 $73.8M
Fusion Family Wealth, LLC 5.50% Reduce -4.9% 1,113,386 $73.4M
Brown Advisory Inc. 0.09% Add +16.4% 1,106,042 $72.9M
Cambridge Investment Research Advisors, Inc. 0.20% Add +7.3% 1,100,633 $72.6M
Japan Science & Technology Agency 1.28% New 1,094,470 $72.1M
Kestra Investment Management, LLC 1.93% Add +11.9% 1,091,703 $72.0M
Rockefeller Capital Management L.P. 0.14% Add +12.6% 1,087,487 $71.7M
Brookstone Capital Management 0.83% Add +4.3% 1,053,619 $69.5M
Focus Partners Advisor Solutions, LLC 0.78% Add +25.2% 1,018,708 $68.8M
Choreo, LLC 0.89% Add +1.9% 1,040,999 $68.6M
Nisa Investment Advisors, LLC 0.26% No change 1,039,693 $68.5M
Aspiriant, LLC 2.06% Add +0.8% 1,019,936 $67.2M
Lockheed Martin Investment Management Co. 2.45% Reduce -0.7% 1,010,000 $66.6M
Capital Analysts, LLC 1.94% Add +3.3% 1,008,374 $66.5M
Pictet Asset Management Holding SA 0.06% Add +467.8% 1,011,455 $66.5M
Cresset Asset Management, LLC 0.29% Add +21.9% 994,570 $65.6M
NorthCoast Asset Management LLC 0.26% Add +13.0% 993,835 $65.5M
Thrivent Financial for Lutherans 0.13% Add +1092.0% 990,673 $65.3M
Farther Finance Advisors, LLC 0.95% Add +183.9% 949,142 $62.6M
Regions Financial Corp. 0.40% Add +0.1% 932,877 $61.5M
Victory Capital Management Inc. 0.04% Add +39.5% 920,760 $60.7M
Private Wealth Asset Management, LLC 7.11% Add +0.6% 914,331 $60.3M
Greenleaf Trust 0.55% Reduce -1.6% 911,167 $60.1M
Midland Wealth Advisors, LLC 3.20% Reduce -5.5% 907,741 $59.8M
Gotham Asset Management 0.25% Add +2.5% 888,353 $58.6M
Whittier Trust Co. 0.66% Add +4.9% 867,030 $58.0M
Connable Office Inc. 5.38% Add +34.0% 879,365 $58.0M
Heritage Wealth Advisors 2.53% Add +3.6% 878,336 $57.9M
Wedmont Private Capital 2.15% Add +1.7% 866,628 $57.8M
Lido Advisors, LLC 0.24% Add +611.1% 870,475 $57.4M
Ritholtz Wealth Management 1.11% Add +3.0% 868,236 $57.2M
Sterling Capital Management LLC 0.84% Reduce -2.6% 866,306 $57.1M
Schroder Investment Management Group 0.04% Reduce -14.1% 852,222 $56.0M
Quent Capital, LLC 4.68% Add +4.0% 846,790 $55.8M
Allianz Asset Management GmbH 0.07% Add +40.4% 837,700 $55.2M
Orion Porfolio Solutions, LLC 0.43% Add +7.8% 836,746 $55.2M
&partners 0.35% Add +41.6% 817,791 $53.9M
iA Global Asset Management Inc. 0.72% Add +13.3% 801,481 $52.8M
Principal Securities, Inc. 0.87% Add +5.9% 801,214 $52.8M
TD Private Client Wealth LLC 1.17% Reduce -2.9% 784,549 $51.7M
TFC Financial Management, Inc. 6.53% Add +0.3% 773,326 $51.0M
National Philanthropic Trust 0.57% Reduce -3.1% 771,251 $50.8M
Cambridge Associates LLC /Ma/ 0.92% Add +21.9% 763,309 $50.3M
Octavia Wealth Advisors, LLC 4.93% Add +2.4% 752,066 $49.6M
Exchange Traded Concepts, LLC 0.47% Add +14006.2% 740,576 $48.8M
Cobblestone Capital Advisors LLC 2.29% Add +1.0% 724,616 $47.8M
Makena Capital Management LLC 4.93% Reduce -7.2% 723,846 $47.7M
Vestmark Advisory Solutions, Inc. 0.91% Reduce -40.2% 721,095 $47.5M
Trek Financial, LLC 2.81% Add +35.5% 716,747 $47.2M
Connecticut Wealth Management, LLC 2.08% Reduce -5.1% 712,574 $47.0M
Savant Capital, LLC 0.28% Add +7.4% 708,423 $46.7M
Litman Gregory Wealth Management LLC 3.41% Reduce -0.6% 696,053 $45.9M
49 Wealth Management, LLC 4.33% Add +8.9% 695,891 $45.9M
Heck Capital Advisors, LLC 3.50% Add +22.2% 687,330 $45.3M
MPS Loria Financial Planners, LLC 11.93% Reduce -0.1% 681,140 $44.9M
Sompo Asset Management Co., Ltd. 7.51% Reduce -1.7% 661,515 $43.6M
Financial Synergies Wealth Advisors, Inc. 4.36% Add +0.8% 652,895 $43.0M
Parkside Investments, LLC 5.36% Add +6.7% 651,187 $42.9M
RiverFront Investment Group, LLC 0.75% Add +4.1% 646,437 $42.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.68% Reduce -6.4% 649,052 $42.8M
Santa Clara Valley Transportation Authority 35.05% Add +3.2% 634,068 $41.8M
First Foundation Advisors 1.53% Add +6.0% 628,502 $41.4M
GenTrust, LLC 1.87% Reduce -6.9% 625,467 $41.2M
Wescott Financial Advisory Group, LLC 3.70% Reduce -2.8% 625,249 $41.2M
MBL Wealth, LLC 3.60% Add +0.7% 624,177 $41.1M
Private Advisor Group, LLC 0.20% Add +14.5% 623,723 $41.1M
Signaturefd, LLC 0.64% Add +1.0% 614,657 $40.5M
Ironwood Wealth Management, LLC. 13.48% Add +39.5% 610,090 $40.2M
First Citizens Bank & Trust Co. 0.87% Reduce -11.9% 610,003 $40.2M
Investure, LLC 2.46% Add +9.3% 603,255 $39.8M
Icon Wealth Advisors, LLC 2.69% Add +31.9% 602,953 $39.7M
Schneider Downs Wealth Management Advisors, LP 4.68% Add +3.3% 598,279 $39.4M
Chai Trust Co. LLC 2.59% No change 594,544 $39.2M
Myriad Asset Management US LP 21.26% Add +23.0% 593,384 $39.1M
Commerce Bank 0.21% Add +2.5% 576,746 $38.0M
NorthRock Partners, LLC 0.68% Add +8.2% 567,504 $37.4M
Red Cedar Investment Management, LLC 4.37% Reduce -1.1% 565,156 $37.3M
SCS Capital Management LLC 0.40% Reduce -2.5% 562,933 $37.1M
Austin Private Wealth, LLC 2.85% Reduce -21.4% 562,474 $37.1M
Scarborough Advisors, LLC 6.52% Add +17.0% 560,844 $37.0M
HSBC Holdings PLC 0.02% Add +2.1% 556,239 $36.7M
BLB&B Advisors, LLC 1.57% Reduce -0.6% 552,971 $36.5M
Magnus Financial Group LLC 2.82% Add +2.3% 540,664 $35.6M
Equitable Holdings, Inc. 0.26% Add +13.2% 529,908 $34.9M
Syon Capital LLC 1.87% Add +14.5% 528,348 $34.8M
Aaron Wealth Advisors LLC 2.10% Reduce -0.6% 528,127 $34.8M
Bartlett & Co. Wealth Management LLC 0.46% Reduce -0.3% 527,906 $34.8M
Johnson Financial Group, Inc. 1.28% Add +12.1% 516,762 $34.1M
Brand Asset Management Group, Inc. 9.57% Reduce -1.3% 516,036 $34.0M
Pure Financial Advisors, LLC 0.54% Add +1.1% 514,723 $33.9M
Exencial Wealth Advisors, LLC 1.08% Add +2.0% 502,241 $33.1M
Shepherd Financial Partners LLC 3.14% Add +55.3% 499,937 $33.0M
Simon Quick Advisors, LLC 1.49% Add +0.2% 498,016 $32.8M
Mutual of America Capital Management LLC 0.34% Reduce -0.7% 496,299 $32.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -6.4% 493,983 $32.6M
Alaska Wealth Advisors, LLC 4.26% Add +2.1% 493,662 $32.5M
Strategic Investment Management, LLC 17.15% Reduce -52.6% 481,005 $31.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.83% Add +11.3% 479,511 $31.6M
Pacific Life Fund Advisors LLC 3.22% Add +76.7% 476,359 $31.4M
Foster Group, Inc. 0.98% Reduce -2.6% 472,330 $31.1M
Global Strategic Investment Solutions, LLC 3.10% Reduce -2.5% 471,038 $31.1M
Cape Cod Five Cents Savings Bank 2.83% No change 537,923 $30.9M
Sumitomo Life Insurance Co. 0.96% Add +325.2% 466,900 $30.8M
LMCG Investments, LLC 1.80% Add +13.0% 464,969 $30.7M
First Financial Bank - Trust Division 2.61% Reduce -10.6% 464,232 $30.6M
Adventist Health System Sunbelt Healthcare Corp. 1.32% New 460,000 $30.3M
Klingman & Associates, LLC 1.53% Add +5.1% 458,703 $30.2M
Wellspring Financial Advisors, LLC 2.74% Add +10.8% 721,412 $29.9M
Pathway Financial Advisors LLC 3.92% Add +18.1% 446,134 $29.4M
DE Burlo Group Inc. 3.50% Add +26.2% 440,600 $29.0M
Leverty Financial Group, LLC 7.42% Add +3.4% 433,543 $28.6M
McKinley Carter Wealth Services, Inc. 1.50% Add +1.5% 432,804 $28.5M
Strategic Investment Advisors / MI 2.54% Add +14.4% 426,744 $28.2M
Trustees of Dartmouth College 7.07% No change 417,700 $27.5M
Bridges Investment Management Inc. 0.35% Add +1.2% 416,833 $27.5M
Inherent Management Corp. 15.71% No change 415,605 $27.4M
Stonebridge Financial Group, LLC 2.41% Reduce -3.2% 415,407 $27.4M
Nottingham Advisors, Inc. 3.78% Add +6.4% 413,155 $27.2M
Lowe Brockenbrough & Co. Inc. 1.40% Add +4.4% 412,255 $27.2M
SPC Financial, Inc. 2.11% Add +1.6% 410,442 $27.1M
Becker Capital Management Inc. 0.78% Reduce -0.6% 403,710 $26.6M
SteelPeak Wealth, LLC 0.89% Add +7.3% 403,705 $26.6M
State of Wisconsin Investment Board 0.06% Reduce -25.6% 403,000 $26.6M
First Command Advisory Services, Inc. 0.19% Reduce -3.7% 398,760 $26.3M
Kestra Private Wealth Services, LLC 0.34% Add +6.2% 397,426 $26.2M
Main Management ETF Advisors, LLC 0.96% Add +4.7% 394,200 $26.0M
Rockbridge Investment Management, LCC 2.53% Add +4.7% 388,400 $25.6M
Stone House Investment Management, LLC 4.28% Add +12.8% 385,015 $25.4M
Kestra Advisory Services, LLC 0.12% Add +6.0% 382,432 $25.2M
Quadrant Capital Group LLC 0.82% Reduce -4.2% 381,941 $25.2M
RKL Wealth Management LLC 2.12% Reduce -1.9% 377,278 $24.9M
Marietta Wealth Management, LLC 3.01% Add +1.9% 373,366 $24.6M
Wellington Management Group LLP 0.00% Add +6.3% 371,431 $24.5M
Tobias Financial Advisors, Inc. 3.71% Add +1017.2% 370,867 $24.4M
Beacon Pointe Advisors, LLC 0.21% Add +64.7% 370,433 $24.4M
UMB Bank, n.a. 0.36% Add +2.9% 369,773 $24.4M
Fifth Third Wealth Advisors LLC 0.90% Add +10.0% 368,771 $24.3M
Archford Capital Strategies, LLC 2.89% Add +54.7% 368,338 $24.3M
Constellation Investments, Inc. 1.13% No change 365,482 $24.1M
Financial Management Professionals, Inc. 2.50% Reduce -0.4% 365,041 $24.1M
Grove Bank & Trust 2.80% Add +2.8% 362,606 $23.9M
Auto-Owners Insurance Co 0.61% No change 360,000 $23.7M
Sharkey, Howes & Javer 3.04% Add +9.9% 359,401 $23.7M
Citizens & Northern Corp. 5.83% Reduce -0.2% 356,787 $23.5M
Elgethun Capital Management 4.27% Add +1.3% 354,216 $23.5M
Disciplina Capital Management LLC 2.85% Reduce -7.5% 355,763 $23.5M
Crescent Grove Advisors, LLC 2.22% Add +1.8% 352,057 $23.2M
Affinity Capital Advisors, LLC 3.50% Add +101.4% 341,350 $22.8M
DT Investment Partners, LLC 1.91% Add +195.9% 343,118 $22.6M
Blair William & Co. 0.06% Add +12.6% 341,742 $22.5M
Smithfield Trust Co 1.00% Reduce -1.9% 340,738 $22.5M
Rock Creek Group LLC 2.36% Add +8.8% 340,135 $22.4M
Concurrent Investment Advisors, LLC 0.38% Add +8.0% 335,318 $22.1M
Parallel Advisors, LLC 0.40% Add +0.9% 334,802 $22.1M
Orgel Wealth Management, LLC 0.50% Reduce -2.5% 334,211 $22.0M
Capital Planning Advisors, LLC 3.02% Add +1.9% 333,623 $22.0M
Resonant Capital Advisors, LLC 1.28% Add +6.1% 333,005 $22.0M
High Falls Advisors, Inc 4.42% Add +8.9% 325,336 $21.4M
WealthPlan Investment Management, LLC 1.42% Add +21.0% 325,206 $21.4M
Simplicity Wealth,LLC 1.24% Reduce -18.8% 324,710 $21.4M
Rakuten Investment Management, Inc. 0.08% — 323,684 $21.3M
JFS Wealth Advisors, LLC 1.24% Add +7.8% 322,562 $21.3M
Prudential PLC 0.16% Reduce -8.2% 321,988 $21.2M
Towercrest Capital Management 3.39% Add +7.2% 320,900 $21.2M
St. Clair Advisors, LLC 5.61% Reduce -0.1% 320,332 $21.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 320,308 $21.1M
CFS Investment Advisory Services, LLC 1.56% Reduce -3.7% 308,589 $21.0M
Facet Wealth, Inc. 0.43% Reduce -2.5% 316,555 $20.9M
Tortoise Investment Management, LLC 1.85% Reduce -1.1% 315,246 $20.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +43.3% 311,552 $20.5M
Ashton Thomas Private Wealth, LLC 0.53% Add +54.6% 311,325 $20.5M
Abound Wealth Management 5.11% Reduce -1.6% 309,886 $20.4M
Strategic Advocates LLC 5.29% Add +3.0% 307,901 $20.3M
Cabot-Wellington, LLC 6.56% Reduce -0.6% 307,625 $20.3M
Horst & Graben Wealth Management LLC 3.10% Reduce -0.1% 307,617 $20.3M
Sentinel Trust Co. Lba 2.06% Reduce 0.0% 307,086 $20.2M
Rovin Capital /Ut/ 5.58% Reduce -19.6% 305,581 $20.1M
MassMutual Private Wealth & Trust, FSB 0.51% Add +15.6% 305,204 $20.1M
Marion Wealth Management 4.77% Reduce -0.1% 305,030 $20.1M
Bank of Hawaii 1.00% Reduce -0.0% 304,957 $20.1M
WASHINGTON TRUST Co 0.66% Add +1.2% 304,272 $20.1M
Daiwa Securities Group Inc. 0.07% Add +22.8% 302,600 $19.9M
Global Retirement Partners, LLC 0.44% Add +0.7% 301,111 $19.8M
Coldstream Capital Management Inc. 0.27% Add +0.4% 299,486 $19.7M
Running Point Capital Advisors, LLC 5.29% Add +3.0% 299,383 $19.7M
New York Life Investment Management LLC 0.17% Reduce -40.0% 299,323 $19.7M
Rehmann Capital Advisory Group 1.08% Reduce -1.2% 298,124 $19.7M
Waterloo Capital, L.P. 1.46% Add +26.8% 298,205 $19.7M
SVB Wealth LLC 1.06% Reduce -9.0% 298,193 $19.7M
GAMMA Investing LLC 1.08% Add +34.1% 297,475 $19.6M
Midwest Trust Co 0.25% Add +2.8% 297,007 $19.6M
Strategic Blueprint, LLC 0.84% Add +13.1% 293,134 $19.3M
City of London Investment Management Co. Ltd. 1.43% Add +736.9% 292,917 $19.3M
Stonebrook Private Inc. 4.16% Add +28.9% 292,410 $19.3M
Arkos Global Advisors 2.41% Add +11.8% 287,447 $18.9M
NewEdge Wealth, LLC 0.27% Add +15.5% 278,211 $18.9M
Wealth Alliance, LLC 1.93% Add +18.5% 284,974 $18.8M
Meridian Wealth Partners, LLC 2.58% Add +16.7% 284,727 $18.8M
Sterling Investment Advisors LLC 9.27% Reduce -15.8% 283,971 $18.7M
Kelly Financial Services LLC 4.85% Add +2049.3% 283,941 $18.7M
WealthShield Partners, LLC 2.11% Add +5.3% 281,619 $18.6M
OneDigital Investment Advisors LLC 0.19% Reduce -11.1% 281,124 $18.5M
Tsfg, LLC 2.93% Add +19.4% 279,558 $18.4M
Fiducient Advisors LLC 2.15% Reduce -0.7% 279,508 $18.4M
Waverly Advisors, LLC 0.18% Add +25.4% 279,040 $18.4M
Scotia Capital Inc. 0.08% Reduce -1.1% 275,878 $18.2M
Glenmede Investment Management, LP 0.09% Reduce -1.1% 273,893 $18.1M
Peapack Gladstone Financial Corp. 0.23% Add +27.2% 271,150 $17.9M
Tarbox Family Office, Inc. 2.61% Reduce -2.6% 269,693 $17.8M
Appleton Partners Inc. 1.19% Add +1.9% 268,662 $17.7M
Wealthspire Retirement, LLC 1.13% Add +1.1% 268,624 $17.7M
Swmg, LLC 5.33% Add +26.7% 260,885 $17.6M
Condor Capital Management 1.44% Reduce -0.8% 266,161 $17.5M
Gallagher Fiduciary Advisors, LLC 0.64% Reduce -39.8% 263,579 $17.4M
Triad Wealth Partners, LLC 2.24% Add +45.1% 263,071 $17.3M
Summit Financial, LLC 0.26% Add +2.9% 260,452 $17.2M
Vicus Capital 1.30% Reduce -45.8% 259,235 $17.1M
Perigon Wealth Management, LLC 0.34% Add +3.7% 256,138 $16.9M
Cascade Financial Partners, LLC 1.93% Reduce -1.9% 256,011 $16.9M
Spire Wealth Management 0.57% Reduce -5.2% 255,638 $16.9M
Mgo One Seven LLC 0.39% Add +286.6% 255,061 $16.8M
Portland Global Advisors LLC 1.86% Add +2.6% 253,360 $16.7M
Integrity Alliance, Llc. 0.79% Add +18.9% 253,209 $16.7M
HCR Wealth Advisors 1.72% Add +6.3% 249,466 $16.7M
Hengehold Capital Management LLC 1.42% Add +3.6% 252,287 $16.6M
One Wealth Advisors, LLC 2.06% Add +1.7% 248,512 $16.4M
Eq LLC 5.55% Reduce -19.6% 248,123 $16.4M
DRW Securities, LLC 0.84% New 247,780 $16.3M
Oak Root LLC 1.88% Reduce -2.1% 246,389 $16.2M
Mesirow Financial Investment Management, Inc. 0.29% Add +1.0% 246,387 $16.2M
Chilton Capital Management LLC 0.55% Reduce -1.9% 245,899 $16.2M
Physician Wealth Advisors, Inc. 2.30% Reduce -14.3% 245,621 $16.2M
Wealthquest Corp 1.29% Reduce -3.9% 245,149 $16.2M
IFP Advisors, Inc 0.42% Add +17.8% 244,806 $16.1M
Advisory Services Network, LLC 0.24% Add +18.7% 243,710 $16.1M
Synovus Financial Corp. 0.18% Add +7.7% 242,981 $16.0M
Texas Capital Bank Wealth Management Services Inc 1.32% Add +116.7% 242,790 $16.0M
Russell Investments Group, Ltd. 0.02% Add +35.5% 241,725 $15.9M
BSW Wealth Partners 1.98% Add +4.0% 241,222 $15.9M
Shakespeare Wealth Management, LLC 3.60% Reduce -0.3% 240,122 $15.8M
Glenview Trust Co 0.25% Reduce -0.3% 238,562 $15.7M
Stephens Group Asset Management, LLC 1.06% Add +5.5% 237,630 $15.7M
Ashton Thomas Securities, LLC 2.19% New 237,412 $15.7M
Columbia Bank 4.34% Add +6.6% 233,223 $15.5M
Twele Capital Management, Inc. 2.86% Add +0.6% 235,241 $15.5M
Associated Banc-Corp 0.41% Reduce -1.1% 235,231 $15.5M
Guidance Capital, Inc. 4.04% Reduce -0.6% 227,728 $15.5M
Inspire Trust Co, N.A. 2.82% New 235,000 $15.5M
PAX Financial Group, LLC 2.79% Add +13.4% 234,946 $15.5M
Veery Capital, LLC 4.85% Add +3.5% 232,971 $15.4M
Keystone Financial Services 4.68% Add +2.9% 229,223 $15.1M
Neumann Capital Management, LLC 4.39% Reduce -2.3% 227,602 $15.0M
Opus Capital Group, LLC 1.67% Add +0.1% 225,641 $14.9M
Bleakley Financial Group, LLC 0.34% Reduce -8.9% 225,265 $14.8M
Apollon Wealth Management, LLC 0.26% Add +11.9% 225,085 $14.8M
Ssi Investment Management LLC 5.60% Add +97.7% 224,591 $14.8M
Acima Private Wealth, LLC 4.62% Add +1.0% 223,733 $14.7M
Blue Edge Capital, LLC 2.09% Add +22.9% 223,579 $14.7M
Blueprint Investment Partners LLC 2.07% Add +2.0% 222,994 $14.7M
Prudential Financial Inc. 0.02% Reduce -25.8% 222,800 $14.7M
Catalyst Financial Partners LLC 1.76% Add +5.9% 221,613 $14.6M
Smith & Howard Wealth Management, LLC 3.39% Reduce -0.9% 220,650 $14.5M
Financial Engines Advisors L.L.C. 0.03% Reduce -3.2% 220,234 $14.5M
VAUGHAN & Co SECURITIES, INC. 7.66% Add +0.7% 218,741 $14.4M
Long Run Wealth Advisors, LLC 2.82% Reduce -2.1% 218,247 $14.4M
Iowa State Bank 2.71% Reduce -1.9% 215,954 $14.2M
McGlone Suttner Wealth Management, Inc. 1.98% Add +0.5% 214,698 $14.2M
Rothschild Wealth LLC 3.03% Add +3.9% 211,186 $13.9M
Curi Capital, LLC 0.26% Add +94.8% 211,132 $13.9M
AQR Capital Management 0.01% Add +177.8% 209,328 $13.8M
Allworth Financial LP 0.06% Add +3.7% 208,743 $13.8M
National Bank of Canada 0.02% Reduce -95.8% 208,546 $13.7M
FDx Advisors, Inc. 4.12% Add +6.3% 201,320 $13.7M
First Hawaiian Bank 1.75% Add +3.5% 207,119 $13.7M
Modern Wealth Management, LLC 0.27% Add +1.2% 206,255 $13.6M
Founders Financial Securities LLC 0.92% Add +36.5% 205,100 $13.5M
PDS Planning, Inc 0.93% Reduce -0.2% 203,984 $13.4M
Composition Wealth, LLC 0.20% Add +2.9% 200,814 $13.2M
Baron Silver Stevens Financial Advisors, LLC 1.92% Add +10.2% 198,832 $13.1M
Ayalon Insurance Comp Ltd. 3.26% Add +44.6% 195,520 $12.9M
Liberty Wealth Management LLC 1.80% Add +7.8% 194,372 $12.8M
Cornerstone Wealth Group, LLC 0.86% Add +5.0% 194,296 $12.8M
O'shaughnessy Asset Management, LLC 0.08% Add +15.9% 194,153 $12.8M
Turim 21 Investimentos Ltda. 4.29% New 193,594 $12.8M
Clearstead Advisors, LLC 0.18% Add +12.7% 191,756 $12.6M
Invst, LLC 1.43% Add +9.0% 190,968 $12.6M
Apella Capital, LLC 0.28% Add +279.9% 187,574 $12.6M
Panagora Asset Management Inc. 0.05% New 190,259 $12.5M
Columbus Macro, LLC 1.43% Reduce -7.1% 190,202 $12.5M
Galvin, Gaustad & Stein, LLC 1.02% Reduce -26.7% 187,715 $12.4M
Lineweaver Wealth Advisors, LLC 1.81% New 187,639 $12.4M
Hi-Line Capital Management, LLC 3.89% Add +19.1% 187,127 $12.3M
Kilter Group LLC 5.82% Add +3.0% 186,387 $12.3M
Prime Capital Investment Advisors, LLC 0.15% Reduce -2.1% 186,246 $12.3M
Astoria Strategic Wealth, Inc. 3.09% Add +8.4% 185,147 $12.2M
Regal Investment Advisors LLC 0.79% Add +22.6% 184,166 $12.1M
IFG Advisory, LLC 0.55% Add +5.9% 183,927 $12.1M
Probity Advisors, Inc. 1.96% Add +0.5% 183,853 $12.1M
KFA Private Wealth Group, LLC 3.42% Add +13.9% 181,850 $12.0M
Unique Wealth, LLC 1.76% Add +24.3% 181,804 $12.0M
Two Sigma Securities, LLC 1.76% New 181,212 $11.9M
Beacon Harbor Wealth Advisors, Inc. 2.77% Add +0.1% 179,573 $11.8M
Quantinno Capital Management LP 0.03% Add +325.9% 178,169 $11.7M
Marks Group Wealth Management, Inc 1.09% Add +29.3% 177,599 $11.7M
Evergreen Capital Management LLC 0.28% Add +48.1% 176,371 $11.6M
Elevation Point Wealth Partners, LLC 0.80% Add +178.1% 173,495 $11.4M
Snowden Capital Advisors LLC 0.31% Add +14.8% 170,252 $11.2M
Mather Group, Llc. 0.11% Add +2.9% 169,780 $11.2M
Apeiron RIA LLC 2.51% Add +18.2% 168,878 $11.2M
Vise Technologies, Inc. 0.41% Add +89.3% 166,614 $11.0M
MTC Wealth Management LLC 5.05% Reduce -1.8% 164,648 $10.9M
Maia Wealth LLC 1.82% Reduce -0.5% 158,244 $10.8M
Checchi Capital Advisers, LLC 0.74% Add +6.0% 163,375 $10.8M
Wakefield Asset Management LLLP 2.93% Add +4.8% 162,618 $10.7M
Avantax Planning Partners, Inc. 0.31% Reduce -6.3% 162,186 $10.7M
Patriot Investment Management Group, Inc. 0.70% Reduce -0.9% 161,980 $10.7M
Lazard Asset Management LLC 0.01% Reduce -4.5% 161,852 $10.7M
TSA Wealth Managment LLC 3.61% Add +10.5% 161,005 $10.6M
Stratos Wealth Advisors, LLC 0.51% Add +0.1% 159,796 $10.5M
Centerline Wealth Advisors, LLC 4.58% Add +8.8% 159,443 $10.5M
Single Point Partners, LLC 2.11% Add +1.0% 157,469 $10.4M
Bay Harbor Wealth Management, LLC 2.78% Add +9.9% 156,038 $10.3M
AXA S.A. 5.10% Add +167.1% 154,400 $10.2M
Martel Wealth Advisors LLC 1.78% Reduce -4.0% 153,722 $10.1M
Bell Investment Advisors, Inc 1.65% Add +5.0% 152,775 $10.1M
Hobbs Group Advisors, LLC 3.13% Add +12.6% 152,722 $10.1M
Beirne Wealth Consulting Services, LLC 2.40% Add +0.3% 151,908 $10.0M
Alliance Wealth Management Group 2.22% Add +27.0% 151,373 $10.0M
Evermay Wealth Management LLC 1.14% Add +952.1% 150,923 $9.9M
AlphaCore Capital LLC 0.33% Add +25.8% 150,614 $9.9M
Dorsey & Whitney Trust CO LLC 0.52% Reduce -4.1% 150,603 $9.9M
Ackerman Capital Advisors, LLC 2.07% Add +1.9% 150,350 $9.9M
North Berkeley Wealth Management, LLC 7.78% Reduce -2.4% 149,530 $9.9M
AMG National Trust Bank 0.24% Add +2.1% 149,353 $9.8M
Central Pacific Bank - Trust Division 1.24% Add +50.4% 149,143 $9.8M
Ascent Group, LLC 0.35% Reduce -8.8% 148,923 $9.8M
Shelter Ins Retirement Plan 10.85% No change 148,902 $9.8M
Flywheel Private Wealth LLC 7.58% Add +4.5% 147,158 $9.7M
Webster Bank, N. A. 0.93% Add +7.6% 146,651 $9.7M
Black Diamond Financial, LLC 1.08% Add +24.9% 146,499 $9.7M
Axiom Investors LLC 0.07% Add +9.2% 146,400 $9.7M
Graybill Wealth Management, LTD. 2.94% Add +0.8% 145,225 $9.6M
Crestwood Advisors Group, LLC 0.16% Reduce -1.2% 145,089 $9.6M
Emerald Advisors, LLC 1.27% Add +5.2% 144,973 $9.6M
Mayflower Financial Advisors, LLC 1.20% Reduce -9.3% 144,705 $9.5M
State Farm Mutual Automobile Insurance Co. 0.01% Add +333.6% 144,058 $9.5M
Empowered Funds, LLC 0.10% New 143,190 $9.4M
Omega Financial Group, LLC 3.17% Add +2.2% 143,113 $9.4M
Acropolis Investment Management, LLC 0.48% Add +10.5% 157,093 $9.4M
Brooklyn FI, LLC 2.11% Add +0.7% 142,969 $9.4M
Financial Advisors Network, Inc. 1.33% Add +6.8% 141,959 $9.4M
May Hill Capital, LLC 2.74% Add +1.5% 141,831 $9.3M
Roth Financial Partners LLC 3.15% Reduce -0.4% 141,667 $9.3M
Rwa Wealth Partners, LLC 0.11% Add +30.3% 141,557 $9.3M
River Wealth Advisors LLC 1.09% Add +1.1% 140,949 $9.3M
FIL Ltd 0.01% Add +0.5% 140,226 $9.2M
Birchbrook, Inc. 4.78% Add +28.0% 140,152 $9.2M
World Investment Advisors 0.19% Add +2.4% 139,829 $9.2M
Twin Focus Capital Partners, LLC 1.16% Add +5.8% 138,754 $9.1M
Ieq Capital, LLC 0.03% Add +61.4% 138,248 $9.1M
Community Bank, N.A. 1.10% Reduce -0.4% 138,194 $9.1M
Conning Inc. 0.32% No change 137,998 $9.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.69% No change 137,900 $9.1M
RPTC Inc. 1.59% Reduce -0.6% 137,837 $9.1M
Evensky & Katz LLC 0.52% Reduce -3.8% 136,850 $9.0M
Perennial Investment Advisors, LLC 0.75% Add +27.5% 136,849 $9.0M
Broadview Financial Management, LLC 6.05% Reduce -8.1% 136,123 $9.0M
Sowell Financial Services LLC 0.34% Add +0.1% 135,584 $8.9M
Sigma Planning Corp 0.25% Add +6.6% 135,129 $8.9M
Rogco, LP 3.09% Add +5.7% 133,644 $8.8M
Bank of Stockton 2.50% Reduce -1.6% 132,915 $8.8M
Axxcess Wealth Management, LLC 0.18% Add +28.2% 132,486 $8.7M
Arkadios Wealth Advisors 0.21% Add +18.3% 132,422 $8.7M
Avidian Wealth Enterprises, LLC 0.33% Add +4.0% 131,804 $8.7M
Adaptive Financial Consulting, LLC 3.47% Reduce -1.7% 131,654 $8.7M
Florida Trust Wealth Management Co 0.24% Add +20.9% 130,309 $8.6M
First Trust Advisors LP 0.01% Add +9.8% 129,800 $8.6M
Missouri Trust & Investment Co 2.52% Reduce -3.3% 129,383 $8.5M
Sovran Advisors, LLC 0.75% Add +18.4% 124,691 $8.5M
Matthew Goff Investment Advisor, LLC 1.44% Reduce -0.6% 128,046 $8.4M
Fairway Wealth LLC 2.37% Add +9.6% 128,032 $8.4M
Sachem Hill LLC 1.68% Reduce -2.7% 127,702 $8.4M
Hudson Capital Management LLC 2.30% Add +0.3% 127,364 $8.4M
Aptus Capital Advisors, LLC 0.08% Reduce -2.9% 127,316 $8.4M
VPR Management LLC 3.80% No change 126,800 $8.4M
Allianz SE 0.18% Add +1.2% 126,550 $8.3M
Atlantic Edge Private Wealth Management, LLC 2.14% Reduce -4.2% 126,492 $8.3M
Keebeck Wealth Management 0.98% Reduce -4.9% 126,174 $8.3M
Winthrop Advisory Group LLC 0.73% Add +60.7% 126,163 $8.3M
KM Capital Management Ltd. 3.80% Add +348.8% 124,742 $8.2M
Brandywine Oak Private Wealth LLC 0.71% Reduce -0.6% 124,530 $8.2M
Fortitude Family Office, LLC 2.22% Add +35.1% 124,272 $8.2M
Guidance Point Advisors, LLC 2.01% Reduce -3.7% 122,022 $8.0M
Astoria Portfolio Advisors LLC. 2.11% Add +31.3% 119,294 $8.0M
Madrona Financial Services, LLC 1.77% Add +2.9% 121,469 $8.0M
Synergy Investment Management, LLC 3.04% Add +90.6% 120,939 $8.0M
WBH Advisory Inc. 0.61% Add +5.3% 120,880 $8.0M
Summit Trail Advisors, LLC 0.11% Add +86.6% 120,521 $7.9M
True Vision MN LLC 4.12% Add +14.0% 119,873 $7.9M
CI Investments Inc. 0.03% Add +12.6% 119,227 $7.9M
GAM Holding AG 0.49% Reduce -6.7% 119,196 $7.9M
Forvis Mazars Wealth Advisors, LLC 0.16% Reduce -0.8% 118,532 $7.8M
Salomon & Ludwin, LLC 0.70% Reduce -1.4% 116,600 $7.8M
Custos Family Office, LLC 4.38% Reduce -58.9% 117,543 $7.7M
Claro Advisors Inc. 1.12% Add +232.7% 116,890 $7.7M
Kaydan Wealth Management, Inc. 2.19% Add +1075.4% 116,211 $7.7M
Mission Wealth Management, LP 0.16% Reduce -0.6% 116,107 $7.7M
Kickstand Ventures, Llc. 1.68% Add +0.3% 115,920 $7.6M
Keystone Financial Group 0.58% Add +226.8% 115,721 $7.6M
BCGM Wealth Management, LLC 1.98% Add +13.0% 115,684 $7.6M
Texas Yale Capital Corp. 0.24% Add +3.2% 115,290 $7.6M
Richard P Slaughter Associates Inc 1.63% Add +1.1% 114,590 $7.6M
Blueprint Financial Advisors LLC 1.63% Add +22.0% 114,565 $7.6M
Ausdal Financial Partners, Inc. 0.37% Add +12.5% 113,752 $7.5M
Titleist Asset Management, LLC 0.66% Reduce -6.8% 113,415 $7.5M
Bryant Woods Investment Advisors, LLC 2.91% Reduce -0.8% 112,779 $7.4M
Endeavor Private Wealth, Inc. 2.30% Add +10.0% 112,720 $7.4M
Frontier Asset Management, LLC 1.85% Add +4.5% 112,126 $7.4M
LBMC Investment Advisors, LLC 0.47% Reduce -0.6% 112,066 $7.4M
Highland Capital Management, LLC 0.37% Add +0.5% 111,834 $7.4M
Avid Wealth Partners LLC 3.66% Add +6.0% 111,688 $7.4M
Interchange Capital Partners, LLC 1.44% Add +3.5% 111,614 $7.4M
Focus Financial Network, Inc. 0.26% Add +3.2% 111,617 $7.4M
Everett Harris & Co. 0.09% Reduce -3.0% 111,162 $7.3M
Insight Wealth Strategies, LLC 0.86% New 110,460 $7.3M
Rational Advisors, Inc. 0.75% New 109,392 $7.2M
Smith, Moore & Co. 0.55% Reduce -0.1% 108,598 $7.2M
Lansing Street Advisors 1.89% Add +36.9% 107,981 $7.1M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +22.3% 107,764 $7.1M
Sigma Investment Counselors Inc. 0.37% Reduce -0.8% 107,134 $7.1M
Hobbs Wealth Management, LLC 5.92% Add +1.9% 107,118 $7.1M
Boston Research & Management Inc. 1.56% Reduce -0.2% 107,002 $7.1M
McNaughton Wealth Management, LLC 2.97% Add +20.6% 106,970 $7.1M
Next Capital Management LLC 2.35% Add +30.0% 106,775 $7.0M
First Citizens Investor Services, Inc. 2.69% — 105,711 $7.0M
First Citizens Asset Management, Inc. 2.47% Reduce -12.9% 105,711 $7.0M
Signet Financial Management, LLC 0.81% Add +21.9% 105,672 $7.0M
Heritage Investors Management Corp. 0.21% Reduce -10.4% 104,421 $6.9M
United Financial Planning Group LLC 4.33% — 104,380 $6.9M
Spectrum Planning & Advisory Services Inc. 3.86% Add +124.3% 103,666 $6.8M
Sharp Wealth Advisory, LLC 3.71% Add +1134.0% 103,543 $6.8M
Allegiance Financial Group Advisory Services LLC 1.57% Add +10.1% 103,374 $6.8M
Klaas Financial Asset Advisors, LLC 1.02% Reduce -0.5% 102,994 $6.8M
Ironsides Asset Advisors, LLC 1.74% No change 102,603 $6.8M
Causey Wealth LLC 3.28% Reduce -7.5% 101,936 $6.7M
Diversify Advisory Services, LLC 0.23% Add +41.6% 97,559 $6.7M
Gateway Wealth Partners, LLC 0.90% Reduce -5.6% 101,662 $6.7M
Gen-Wealth Partners Inc 2.24% Add +24.1% 100,652 $6.6M
Sequoia Financial Advisors, LLC 0.04% Reduce -6.2% 100,264 $6.6M
Americana Partners, LLC 0.20% Add +0.7% 100,234 $6.6M
One Capital Management, LLC 0.21% Add +0.1% 100,171 $6.6M
Atlanta Consulting Group Advisors, LLC 1.61% Add +1.1% 99,626 $6.6M
Galilei Investment Office LLP 3.15% No change 99,500 $6.6M
Highline Wealth Partners LLC 1.76% Reduce -4.7% 99,258 $6.5M
LifePlan Investment Advisors, Inc. 2.74% Add +51.4% 98,982 $6.5M
Avalon Capital Management 1.60% Add +7.0% 98,821 $6.5M
YHB Investment Advisors, Inc. 0.48% Add +13.4% 98,614 $6.5M
AdvisorNet Financial, Inc 0.37% Add +16.9% 98,191 $6.5M
Fairview Capital Investment Management, LLC 0.32% Add +1.9% 96,909 $6.4M
B. Riley Wealth Advisors, Inc. 0.31% Reduce -9.1% 96,884 $6.4M
One Wealth Capital Management, LLC 2.86% Add +29.4% 96,859 $6.4M
Quadrant Private Wealth Management, LLC 1.16% Add +97.4% 96,139 $6.3M
Brown Brothers Harriman & Co. 0.04% Reduce -2.9% 95,744 $6.3M
Csenge Advisory Group 0.30% Reduce -11.2% 95,580 $6.3M
Natixis Advisors, LLC 0.01% Add +21.2% 95,525 $6.3M
Keeler & Nadler Financial Planning & Wealth Management 2.31% Add +124.0% 95,455 $6.3M
Courier Capital LLC 0.36% Add +2.7% 94,976 $6.3M
Symphony Financial, Ltd. Co. 0.76% Add +22.7% 93,535 $6.3M
Bradley Foster & Sargent Inc. 0.09% Reduce -0.1% 94,862 $6.3M
Clear Creek Financial Management, LLC 0.54% Add +7.2% 94,492 $6.2M
Armbruster Capital Management, Inc. 1.06% Add +1.7% 94,275 $6.2M
Twin Peaks Wealth Advisors, LLC 2.12% Add +9.9% 94,270 $6.2M
Great Lakes Advisors, LLC 0.05% Add +10.6% 93,355 $6.2M
Cypress Wealth Services, LLC 1.01% Add +9.2% 93,332 $6.2M
Pointe Capital Management LLC 2.99% Add +1.8% 92,827 $6.1M
Squarepoint Ops LLC 0.01% Add +139.4% 92,670 $6.1M
Encompass Wealth Advisors, LLC 2.08% Add +2.7% 92,507 $6.1M
Howard Bailey Securities, LLC 1.74% Add +4.8% 92,486 $6.1M
Sage Rhino Capital LLC 1.17% Reduce -1.9% 92,012 $6.1M
SageView Advisory Group, LLC 0.21% Add +17.9% 91,990 $6.1M
FWG Investments, LLC. 4.16% Add +1.4% 91,967 $6.1M
Convergence Financial, LLC 0.91% Reduce -3.5% 91,756 $6.0M
Quattro Financial Advisors LLC 1.91% Reduce -2.0% 91,668 $6.0M
M1 Capital Management LLC 2.61% Add +4.5% 91,568 $6.0M
Prosperity Consulting Group, LLC 0.30% Add +3.2% 91,211 $6.0M
Smartleaf Asset Management LLC 0.37% Add +215.7% 91,333 $6.0M
Country Club Bank 0.35% Add +1.7% 91,053 $6.0M
Hancock Whitney Corp. 0.11% Reduce -2.5% 90,572 $6.0M
Nwam LLC 0.32% Add +2.4% 87,630 $5.9M
Atlantic Union Bankshares Corp 0.11% Add +26.9% 88,964 $5.9M
Nations Financial Group Inc, /Ia/ 0.37% Add +4.6% 88,905 $5.9M
CarsonAllaria Wealth Management, Ltd. 3.04% Add +5.9% 88,596 $5.8M
Clarius Group, LLC 0.34% Add +17.1% 88,323 $5.8M
Global Wealth Management Investment Advisory, Inc. 0.96% Add +2.5% 86,605 $5.7M
Compagnie Lombard Odier SCmA 0.06% Add +57.2% 86,400 $5.7M
LifeWealth Investments, LLC 1.87% Add +10.7% 86,029 $5.7M
Life Planning Partners, Inc 4.14% Add +1.6% 85,919 $5.7M
Richard W. Paul & Associates, LLC 1.93% Add +0.9% 85,851 $5.7M
Sage Advisory Services, Ltd.Co. 2.97% Reduce -3.4% 85,844 $5.7M
Lutz Financial Services LLC 0.41% Reduce -1.4% 85,767 $5.7M
Defined Wealth Management, LLC 3.27% Add +0.3% 85,516 $5.6M
Gladstone Institutional Advisory LLC 0.22% Reduce -0.8% 85,445 $5.6M
Federated Hermes, Inc. 0.01% Add +21.5% 85,278 $5.6M
Mutual Advisors, LLC 0.12% Add +9.9% 83,142 $5.6M
First Merchants Corp. 0.21% Add +1.6% 85,025 $5.6M
Elevate Wealth Advisory, Inc. 4.07% Reduce -0.7% 84,935 $5.6M
Gilbert Capital Group, Inc. 4.31% New 84,606 $5.6M
Callan Family Office, LLC 0.18% Add +0.8% 83,659 $5.5M
Southern Capital Advisors, LLC 2.57% Add +0.3% 83,321 $5.5M
Centurion Wealth Management LLC 1.25% Add +17.2% 83,117 $5.5M
Mechanics Financial Corp 2.07% Add +4.0% 82,958 $5.5M
Liquid Strategies, LLC 1.13% Add +18.3% 82,885 $5.5M
Frisco Financial Planning LLC 4.65% Reduce -5.6% 82,738 $5.5M
JSF Financial, LLC 1.20% Add +2.2% 82,197 $5.4M
Cornerstone Management, Inc. 0.90% Add +5.0% 82,178 $5.4M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -79.9% 82,165 $5.4M
Harbour Capital Advisors, LLC 1.10% Reduce -6.5% 80,828 $5.4M
Scissortail Wealth Management, LLC 1.17% Add +87.2% 81,745 $5.4M
Integrated Advisors Network LLC 0.23% Add +11.8% 81,540 $5.4M
J.W. Cole Advisors, Inc. 0.10% Add +19.1% 81,253 $5.4M
Emergent Wealth Advisors, LLC 3.09% Add +6.0% 80,909 $5.3M
Tacita Capital Inc 3.22% Reduce -0.1% 80,855 $5.3M
James J. Burns & Company, LLC 0.79% Reduce -1.3% 80,289 $5.3M
Asset Dedication, LLC 0.35% Reduce -1.8% 80,039 $5.3M
Firethorn Wealth Partners, LLC 2.07% Add +23.3% 79,597 $5.2M
Fort Point Capital Partners LLC 0.66% Add +0.8% 78,813 $5.2M
B.O.S.S. Retirement Advisors, LLC 1.24% Add +7.2% 78,633 $5.2M
Sovereign Investment Advisors, LLC 1.41% No change 78,464 $5.2M
Willis Johnson & Associates, Inc. 0.32% Reduce -3.0% 78,429 $5.2M
Winthrop Capital Management, LLC 1.25% Add +0.2% 78,362 $5.2M
Parr McKnight Wealth Management Group, LLC 0.68% Add +8.1% 78,282 $5.2M
Braun-Bostich & Associates Inc. 3.24% Add +70.0% 78,076 $5.1M
FAS Wealth Partners, Inc. 0.35% Reduce -3.5% 77,858 $5.1M
Allie Family Office LLC 2.42% Add +36.4% 77,330 $5.1M
Shelter Mutual Insurance Co 1.14% No change 77,114 $5.1M
Oppenheimer & Co. Inc. 0.06% Add +1.3% 77,023 $5.1M
Lifelong Wealth Advisors, Inc. 1.50% Add +5.8% 76,507 $5.0M
Arete Wealth Advisors, LLC 0.32% Add +20.2% 76,184 $5.0M
Davis Wealth Advisors, LLC 4.51% Add +51.5% 76,235 $5.0M
Lake Street Private Wealth, LLC 0.65% Add +0.3% 76,158 $5.0M
Geneos Wealth Management Inc. 0.13% Reduce -47.7% 75,376 $5.0M
OMNI 360 Wealth, Inc. 2.77% Add +6.5% 74,844 $4.9M
Rosenberg Matthew Hamilton 1.06% Add +5.1% 74,740 $4.9M
Macquarie Group Ltd. 0.01% No change 74,740 $4.9M
10Elms LLP 5.07% Add +3.2% 74,427 $4.9M
Northwest Wealth Management, LLC 0.81% Add +2.1% 74,311 $4.9M
Siligmueller & Norvid Wealth Advisors LLC 2.20% New 74,141 $4.9M
Steele Capital Management, Inc. 0.22% Reduce -11.8% 74,125 $4.9M
2UniFi Bank 2.44% Add +10.4% 73,982 $4.9M
Shared Vision Wealth Group LLC 2.06% Add +27.9% 72,690 $4.9M
New Hampshire Trust 0.94% Reduce -1.9% 73,493 $4.8M
Crane Advisory, LLC 0.76% Add +0.5% 72,420 $4.8M
PKO Investment Management Joint-Stock Co 0.41% Reduce -7.6% 73,013 $4.8M
Avos Capital Management, LLC 2.24% Add +13.7% 72,887 $4.8M
Ancora Advisors LLC 0.10% Add +168.0% 72,405 $4.8M
Capital Group Private Client Services, Inc. 0.08% Reduce -1.9% 72,394 $4.8M
Lantz Financial LLC 1.05% Add +18.9% 72,139 $4.8M
Canopy Partners, LLC 1.58% Reduce -2.0% 71,547 $4.7M
Vance Wealth, LLC 1.45% Reduce -2.5% 71,429 $4.7M
Foundry Financial Group, Inc. 2.45% Reduce -2.0% 70,872 $4.7M
Financial Council, LLC 2.06% Reduce -0.2% 70,533 $4.6M
Grand Wealth Management, LLC 2.24% Reduce -0.0% 70,526 $4.6M
Verus Capital Partners, LLC 0.36% Add +9.8% 70,269 $4.6M
GC Wealth Management RIA, LLC 0.15% New 70,157 $4.6M
Hoxton Planning & Management, LLC 1.49% Add +9.1% 70,138 $4.6M
CoreCap Advisors, LLC 0.17% Add +12.7% 70,044 $4.6M
Wetzel Investment Advisors, Inc. 1.97% Reduce -1.6% 69,908 $4.6M
Islay Capital Management, LLC 2.66% Add +1.7% 69,803 $4.6M
Morling Financial Advisors, LLC 1.52% Reduce -1.0% 69,640 $4.6M
NorthLanding Financial Partners, LLC 3.82% Reduce -1.4% 69,422 $4.6M
Mma Asset Management LLC 1.52% Add +335.9% 69,258 $4.6M
Smith Salley Wealth Management 0.23% Reduce -0.8% 69,249 $4.6M
LM Advisors LLC 0.66% Reduce -0.7% 68,957 $4.5M
Invera Wealth Advisors, LLC 2.79% Reduce -1.4% 68,579 $4.5M
Arbor Investment Advisors, LLC 0.57% Reduce -23.0% 68,365 $4.5M
Variant Private Wealth, LLC 4.15% Reduce -1.6% 68,180 $4.5M
Evolution Wealth Advisors, LLC 0.60% Add +5.2% 68,069 $4.5M
Camelot Technology Advisors, Inc. 3.59% Reduce -0.7% 67,841 $4.5M
Rodgers & Associates, LTD 0.46% Add +2.2% 67,516 $4.5M
Dravo Bay LLC 1.96% Add +6.1% 67,198 $4.4M
Cantor Fitzgerald Investment Advisors L.P. 0.30% Reduce -3.6% 66,944 $4.4M
HUB Investment Partners, LLC 0.16% Reduce -4.7% 66,796 $4.4M
AtlasMark Financial, Inc 2.94% Add +11.6% 66,711 $4.4M
Aerodigm Wealth, LLC 1.85% Add +17.1% 66,140 $4.4M
Minot DeBlois Advisors LLC 3.97% Reduce -2.3% 66,511 $4.4M
Signature Estate & Investment Advisors LLC 0.09% Reduce -3.0% 66,393 $4.4M
Vident Advisory, LLC 0.04% Add +10.8% 65,959 $4.3M
5T Wealth, LLC 1.90% Add +27.2% 65,940 $4.3M
Astra Wealth Partners LLC 3.03% Add +2.9% 65,931 $4.3M
Nova R Wealth, Inc. 1.83% Reduce -0.3% 65,518 $4.3M
King Wealth Management Group 0.54% Add +1.2% 65,402 $4.3M
Plancorp, LLC 0.14% Add +0.1% 65,312 $4.3M
Crewe Advisors LLC 0.41% Reduce -2.9% 65,189 $4.3M
Beacon Bank & Trust 0.92% Add +2.3% 65,118 $4.3M
Charles Schwab Trust Co 0.29% Reduce -1.4% 64,986 $4.3M
United Advisor Group, LLC 0.58% Add +6.0% 64,986 $4.3M
Element Wealth, LLC 1.86% Reduce -3.8% 64,631 $4.3M
Benjamin Edwards Inc. 0.05% Add +30.1% 64,321 $4.2M
D.A. Davidson & Co. 0.03% Add +23.5% 64,195 $4.2M
DecisionMap Wealth Management, LLC 2.71% Add +2.1% 64,185 $4.2M
Advus Financial Partners, LLC 1.01% Add +38.9% 63,787 $4.2M
Cranbrook Wealth Management, LLC 0.84% Reduce -6.2% 63,600 $4.2M
Caliber Wealth Management, LLC / KS 0.46% Add +0.9% 63,227 $4.2M
Intergy Private Wealth, LLC 1.30% Add +4.7% 63,138 $4.2M
Cordgrass Capital Advisors, LLC 1.02% Add +4.2% 62,867 $4.1M
4Thought Financial Group Inc. 2.09% Reduce -1.2% 62,771 $4.1M
WCG Wealth Advisors LLC 0.26% Reduce -0.3% 62,361 $4.1M
CreativeOne Wealth, LLC 0.10% Add +5.7% 62,349 $4.1M
North Star Asset Management Inc. 0.17% Reduce -5.9% 62,190 $4.1M
Independent Financial Group, LLC 0.10% Reduce -0.6% 62,062 $4.1M
Tradition Wealth Management, LLC 0.30% Reduce -18.8% 61,809 $4.1M
Sequent Planning LLC 1.15% New 61,731 $4.1M
Koesten, Hirschmann & Crabtree, INC. 1.91% Add +1.9% 60,745 $4.0M
RFG Advisory, LLC 0.08% Add +5.8% 60,376 $4.0M
Turtle Creek Wealth Advisors, LLC 0.35% Add +19.1% 60,296 $4.0M
EPG Wealth Management LLC 1.09% Reduce -6.9% 60,107 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.16% Add +1.6% 60,077 $4.0M
Endowment Wealth Management, Inc. 1.80% Add +2.1% 60,010 $4.0M
South Plains Financial, Inc. 2.46% Reduce -16.4% 59,906 $3.9M
Stone Summit Wealth LLC 1.12% Add +12.0% 59,860 $3.9M
Legacy Edge Advisors, LLC 0.46% Add +6.8% 59,690 $3.9M
CoreFirst Bank & Trust 2.12% Add +2.2% 59,500 $3.9M
Leavell Investment Management, Inc. 0.16% Add +1.0% 59,336 $3.9M
Fiduciary Trust Co 0.04% Add +4.8% 58,736 $3.9M
Ewa, LLC 1.07% Add +125.3% 58,478 $3.9M
Transcend Capital Advisors, LLC 0.27% Add +6.3% 58,107 $3.8M
FFG Retirement Advisors LLC 2.36% Add +34.8% 57,793 $3.8M
Pembroke Management, LTD 0.38% No change 57,612 $3.8M
Argent Trust Co 0.13% Add +1.6% 57,465 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -33.7% 57,263 $3.8M
Fifth Third Securities, Inc. 0.26% Reduce -0.0% 57,227 $3.8M
Retirement Wealth Solutions LLC 2.48% Add +49.1% 57,142 $3.8M
Elmwood Wealth Management, Inc. 1.32% Add +2.0% 56,591 $3.7M
Capital Asset Advisory Services LLC 0.16% Add +23.1% 56,386 $3.7M
Cornerstone Planning Group LLC 0.59% Add +3065.9% 54,296 $3.7M
Princeton Global Asset Management LLC 0.61% Reduce -1.3% 56,135 $3.7M
Asset Allocation Strategies LLC 0.73% Add +61.6% 55,952 $3.7M
Compound Planning, Inc. 0.12% Reduce -8.6% 55,900 $3.7M
Heritage Financial Services, LLC 0.33% Reduce -4.7% 55,238 $3.6M
Empower Advisory Group, LLC 0.01% Reduce -4.7% 55,147 $3.6M
Cypress Financial Planning LLC 1.11% Add +1.8% 54,849 $3.6M
Kingdom Financial Group LLC. 2.20% Add +30.6% 54,663 $3.6M
Circle Wealth Management, LLC 0.07% Reduce -24.8% 54,547 $3.6M
Sunburst Financial Group, LLC 0.75% Reduce -0.4% 54,360 $3.6M
Bryn Mawr Trust Advisors, LLC 0.18% Reduce -3.1% 54,146 $3.6M
Sapient Capital LLC 0.05% Add +2.2% 54,229 $3.6M
Lam Group, Inc. 2.19% No change 53,565 $3.5M
Brady Martz Wealth Solutions, LLC 0.64% Reduce -3.5% 53,519 $3.5M
SOL Capital Management CO 0.32% Reduce -1.7% 53,410 $3.5M
Falcon Wealth Planning 0.32% Reduce -4.3% 53,350 $3.5M
Motive Wealth Advisors 1.51% Reduce -0.5% 53,120 $3.5M
First Manhattan Co. Llc. 0.01% Add +0.4% 52,990 $3.5M
First United Bank & Trust 1.13% Add +18.1% 52,591 $3.5M
Private Trust Co. NA 0.31% Reduce -2.2% 52,561 $3.5M
eCIO, Inc. 1.28% Reduce -4.6% 52,049 $3.4M
Cyndeo Wealth Partners, LLC 0.19% Add +1.0% 51,526 $3.4M
Westside Investment Management, Inc. 0.54% Add +2.4% 51,405 $3.4M
Rf&l Wealth Management, LLC 1.99% Add +3.5% 51,352 $3.4M
O'Dell Group, LLC 0.72% New 50,804 $3.3M
GeoWealth Management, LLC 0.12% Add +98.1% 50,683 $3.3M
Diversified Enterprises, LLC 0.22% Reduce -1.9% 50,611 $3.3M
Hollencrest Capital Management 0.12% Reduce -5.8% 50,580 $3.3M
Theory Financial LLC 1.17% Reduce -9.0% 48,966 $3.3M
Unique Wealth Strategies, LLC 1.30% Add +7.8% 50,346 $3.3M
Disciplined Investments, LLC 1.31% Reduce -1.4% 50,074 $3.3M
Old National Bancorp 0.06% Reduce -9.9% 49,990 $3.3M
Orrstown Financial Services Inc. 0.56% Add +3.4% 49,932 $3.3M
HB Wealth Management, LLC 0.02% Add +19.4% 49,632 $3.3M
JGP Wealth Management, LLC 0.36% Add +1.8% 48,843 $3.3M
NBT Bank, N.A. 0.21% Reduce -5.7% 48,675 $3.2M
Cordant, Inc. 1.46% Reduce -6.7% 49,002 $3.2M
MIdWestOne Financial Group, Inc. 0.39% Reduce -3.1% 48,814 $3.2M
Sweeney & Michel, LLC 1.07% Reduce -52.1% 49,741 $3.2M
Tritonpoint Wealth, LLC 0.27% Reduce -2.0% 48,325 $3.2M
Savvy Advisors, Inc. 0.15% Add +31.2% 48,164 $3.2M
Pinnacle Financial Partners Inc 0.08% Add +8.1% 47,941 $3.2M
Rothschild & Co Wealth Management UK Ltd 0.05% Reduce -5.3% 47,641 $3.1M
Mann Financial Group, Inc. 3.08% — 47,274 $3.1M
Barnes Wealth Management Group, Inc 1.72% Add +2.6% 47,259 $3.1M
AA Financial Advisors, LLC 0.61% Add +2.4% 47,205 $3.1M
Avior Wealth Management, LLC 0.10% Reduce -1.7% 46,983 $3.1M
RCS Financial Planning, LLC 1.37% Add +26.8% 46,766 $3.1M
KMG Fiduciary Partners, LLC 0.21% Add +5.8% 46,689 $3.1M
TFB Advisors LLC 0.90% Reduce -16.5% 46,986 $3.1M
Vertex Planning Partners, LLC 0.59% Reduce -8.5% 46,319 $3.1M
CIBC Private Wealth Group LLC 0.01% Add +14.3% 46,315 $3.1M
Prospera Financial Services Inc 0.05% Add +2.8% 45,781 $3.0M
Eldridge Investment Advisors, Inc. 0.69% Reduce -23.5% 45,803 $3.0M
EverSource Wealth Advisors, LLC 0.12% Add +53.4% 45,734 $3.0M
CENTRAL TRUST Co 0.06% Add +42.5% 45,558 $3.0M
Copperleaf Capital, LLC 1.44% Add +70.7% 45,444 $3.0M
Bristlecone Advisors, LLC 0.25% Add +5.5% 45,404 $3.0M
BridgePort Financial Solutions, LLC 0.79% Add +10.1% 44,702 $2.9M
Zuckerman Investment Group, LLC 0.27% Reduce -0.0% 44,557 $2.9M
Brighton Jones LLC 0.07% Add +1.6% 44,068 $2.9M
SlateStone Wealth, LLC 0.25% Add +2.0% 44,039 $2.9M
Baron Financial Group, LLC 1.59% Reduce -2.0% 44,035 $2.9M
Fidelis Capital Partners, LLC 0.22% Add +7.0% 43,673 $2.9M
Wealth Dimensions Group, Ltd. 0.59% Reduce -5.7% 43,613 $2.9M
Norris Perne & French LLP 0.20% Add +0.9% 43,400 $2.9M
Alpha Omega Wealth Management LLC 0.47% Add +5.1% 42,787 $2.8M
Redhawk Wealth Advisors, Inc. 0.33% Add +0.3% 42,747 $2.8M
BCS Wealth Management 0.63% Add +0.1% 42,682 $2.8M
Diversified Portfolios, Inc. 0.25% Reduce -1.0% 42,540 $2.8M
Traveka Wealth, LLC 1.25% Add +4.9% 42,436 $2.8M
Qube Research & Technologies Ltd 0.00% Add +947.0% 42,373 $2.8M
Elyxium Wealth, LLC 0.97% Reduce -18.2% 42,355 $2.8M
Precision Wealth Strategies, LLC 0.90% Reduce -8.4% 42,290 $2.8M
Capital Investment Advisory Services, LLC 0.22% Add +2.9% 42,253 $2.8M
Stock Yards Bank & Trust Co. 0.09% Add +18.0% 42,095 $2.8M
Jaffetilchin Investment Partners, LLC 0.17% Add +1.1% 42,072 $2.8M
Oregon Pacific Wealth Management, LLC 2.38% New 41,734 $2.8M
DDFG, Inc 0.63% Add +4.0% 41,671 $2.7M
Sepio Capital, LP 0.16% Reduce -1.9% 41,618 $2.7M
Redwood Investment Management, LLC 0.30% Add +13.5% 41,553 $2.7M
WESCAP Management Group, Inc. 0.57% Reduce -0.3% 41,353 $2.7M
Continental Advisors LLC 1.82% No change 40,800 $2.7M
A4 Wealth Advisors LLC 2.26% — 40,752 $2.7M
Wealthstream Advisors, Inc. 0.41% No change 40,700 $2.7M
Commonwealth Retirement Investments LLC 0.91% Add +18.3% 40,698 $2.7M
Keel Point, LLC 0.16% Add +1.4% 40,640 $2.7M
Park Place Capital Corp 0.56% Add +32.9% 40,444 $2.7M
Blalock Williams, LLC 2.33% Add +21.9% 40,389 $2.7M
Vontobel Holding Ltd. 0.01% No change 40,349 $2.7M
Continuum Advisory, LLC 0.28% Add +5.7% 40,305 $2.7M
Choate Investment Advisors 0.05% Add +129.5% 40,154 $2.6M
Red Tortoise LLC 1.16% No change 39,991 $2.6M
Mycio Wealth Partners, LLC 0.61% No change 39,978 $2.6M
Good Steward Wealth Advisors,LLC 1.81% Add +17.0% 39,751 $2.6M
Journey Strategic Wealth LLC 0.07% Reduce -27.9% 39,447 $2.6M
Chris Bulman Inc 1.30% Reduce -19.5% 39,409 $2.6M
IHT Wealth Management, LLC 0.07% Reduce -0.5% 39,376 $2.6M
Apollon Financial, LLC 0.43% Add +958.2% 39,332 $2.6M
Fullcircle Wealth LLC 0.91% Add +9.0% 38,384 $2.6M
Coppell Advisory Solutions LLC 0.27% Add +13.2% 39,272 $2.6M
Richardson Financial Services Inc. 1.60% Reduce -0.3% 39,119 $2.6M
Great Valley Advisor Group, Inc. 0.05% Add +12.2% 39,084 $2.6M
Rathbones Group PLC 0.01% Add +4.0% 39,063 $2.6M
Dynamic Advisor Solutions LLC 0.07% Add +8.1% 38,956 $2.6M
Walker Financial Services, Inc. 1.00% New 38,876 $2.6M
Headinvest, LLC 0.53% Add +1.4% 38,560 $2.5M
Wedbush Securities Inc. 0.08% Add +23.3% 38,553 $2.5M
Strategy Asset Managers LLC 0.46% Add +95.0% 38,531 $2.5M
Bush Investment Group, LLC 1.50% Reduce -7.3% 38,505 $2.5M
Okabena Investment Services Inc. 0.49% No change 38,427 $2.5M
Texas Capital Bancshares Inc 0.99% Add +214.9% 38,222 $2.5M
Pinnacle Associates Ltd. 0.03% Reduce -0.9% 37,983 $2.5M
Van Cleef Asset Management,Inc 0.25% Add +11.7% 38,517 $2.5M
Lodestar Private Asset Management LLC 0.26% Add +32.8% 37,655 $2.5M
Rialto Wealth Management, LLC 0.64% Reduce -6.0% 37,618 $2.5M
OneAscent Financial Services LLC 0.16% Reduce -1.1% 37,537 $2.5M
Centaurus Financial, Inc. 0.12% Add +5.8% 37,429 $2.5M
Lloyd Advisory Services, LLC. 1.16% Add +6.5% 37,264 $2.5M
Darrow Company, Inc. 1.14% Reduce -1.9% 36,603 $2.5M
Smithbridge Asset Management Inc. 0.36% Add +6.6% 37,168 $2.5M
Stokes Family Office, LLC 0.23% Reduce -0.1% 36,911 $2.4M
Thrive Wealth Management, LLC 0.36% Add +2.2% 36,395 $2.4M
Krilogy Financial LLC 0.09% New 35,204 $2.4M
Jordan Park Trust Co LLC 2.33% No change 36,349 $2.4M
MV Capital Management, Inc. 0.23% Add +22.3% 36,348 $2.4M
BCU Wealth Advisors, LLC 0.97% Add +6.9% 36,311 $2.4M
Founders Grove Wealth Partners, LLC 0.56% Reduce -0.4% 36,256 $2.4M
Verus Wealth Management, LLC 2.23% Reduce -15.1% 36,168 $2.4M
First Heartland Consultants, Inc. 0.19% Add +8.1% 35,883 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.30% Reduce -9.5% 35,874 $2.4M
Sovereign Financial Group, Inc. 0.44% Add +70.8% 35,740 $2.4M
Center For Asset Management LLC 1.25% Add +64.7% 35,404 $2.3M
Woodmont Investment Counsel LLC 0.15% Reduce -36.3% 35,232 $2.3M
Capital Investment Advisors, LLC 0.04% Add +546.7% 35,089 $2.3M
Level Four Advisory Services, LLC 0.08% Add +17.2% 34,841 $2.3M
Moors & Cabot, Inc. 0.10% Reduce -1.4% 34,835 $2.3M
Eight 31 Financial, LLC 1.29% Add +7.2% 34,776 $2.3M
Gryphon Financial Partners LLC 0.26% Add +3.6% 34,602 $2.3M
Vanguard Group Inc. 0.00% Add +33.5% 34,538 $2.3M
WealthPLAN Partners, LLC 0.34% Reduce -10.6% 34,477 $2.3M
Ellevest, Inc. 0.32% Reduce -1.4% 34,322 $2.3M
Accurate Wealth Management, LLC 0.30% Add +21.6% 34,260 $2.2M
Berman McAleer LLC 0.31% — 33,973 $2.2M
Pineridge Advisors LLC 0.64% Add +9.8% 33,929 $2.2M
TBH Global Asset Management, LLC 0.44% Reduce -40.4% 33,918 $2.2M
QRG Capital Management, Inc. 0.03% Add +198.9% 33,609 $2.2M
MKD Wealth Coaches, LLC 2.20% Reduce -0.1% 33,492 $2.2M
Freestone Capital Holdings, LLC 0.07% Reduce -6.0% 33,477 $2.2M
Harbour Investments, Inc. 0.05% Reduce -0.9% 33,465 $2.2M
WealthCare Investment Partners, LLC 0.71% Add +5.1% 33,164 $2.2M
Busey Bank 0.06% Add +12.0% 33,414 $2.2M
Fiduciary Group, LLC 0.19% Add +0.9% 33,332 $2.2M
Alterna Wealth Management, Inc. 1.81% Add +7.9% 33,313 $2.2M
High Net Worth Advisory Group LLC 0.53% Reduce -1.3% 33,236 $2.2M
TRUE Private Wealth Advisors 0.22% Add +5.6% 33,173 $2.2M
Richmond Investment Services, LLC 0.41% Add +15.7% 33,112 $2.2M
Aspect Partners, LLC 0.99% Reduce -0.0% 33,085 $2.2M
Trevian Wealth Management LLC 1.17% Add +12.5% 33,067 $2.2M
Parkside Financial Bank & Trust 0.17% Reduce -3.7% 32,895 $2.2M
Parcion Private Wealth LLC 0.13% Add +7.0% 32,722 $2.2M
Ascent Capital Management, LLC 1.71% Reduce -2.8% 32,534 $2.1M
CogentBlue Wealth Advisors, LLC 1.46% Reduce -10.8% 32,524 $2.1M
American Trust 0.18% Add +2.7% 32,094 $2.1M
Signal Advisors Wealth, LLC 0.19% Reduce -1.8% 32,050 $2.1M
Chesley Taft & Associates LLC 0.09% Add +13.2% 32,036 $2.1M
Spartan Planning & Wealth Management 1.65% Reduce -1.7% 32,032 $2.1M
Nilsine Partners, LLC 0.19% Add +9.0% 32,000 $2.1M
Joel Adams & Associates, Inc. 1.70% Reduce -3.4% 31,952 $2.1M
SOA Wealth Advisors, LLC. 0.34% Reduce -2.2% 145,029 $2.1M
Procyon Advisors, LLC 0.12% Add +193.7% 31,769 $2.1M
First National Trust Co 0.07% Add +13.8% 31,592 $2.1M
REDW Wealth LLC 0.78% Reduce -0.4% 31,407 $2.1M
Magnolia Capital Advisors LLC 0.54% Add +3.7% 31,320 $2.1M
Bison Wealth, LLC 0.19% Add +41.3% 30,777 $2.1M
Concorde Asset Management, LLC 0.86% — 30,652 $2.0M
Western Wealth Management, LLC 0.11% Add +10.4% 30,973 $2.0M
Wealth Quarterback LLC 0.79% Add +2.7% 30,869 $2.0M
Corsicana & Co. 1.14% — 30,867 $2.0M
WealthTrak Capital Management LLC 1.67% Add +47.4% 30,797 $2.0M
Absolute Capital Management, LLC 0.87% Add +57.8% 30,760 $2.0M
Legacy PCG, LLC 1.21% No change 30,705 $2.0M
Calamos Wealth Management LLC 0.07% Add +7.2% 30,620 $2.0M
1900 Wealth Management LLC 0.14% Reduce -3.1% 30,521 $2.0M
PFG Investments, LLC 0.10% Add +17.8% 30,242 $2.0M
FFT Wealth Management LLC 0.36% Add +1.3% 30,128 $2.0M
Quartz Partners, LLC 0.72% Add +100.8% 30,084 $2.0M
ABLE Financial Group, LLC 0.43% Reduce -1.9% 29,850 $2.0M
Inman Jager Wealth Management, LLC 1.25% Add +10.2% 29,781 $2.0M
F/m Investments LLC 0.08% Reduce -3.3% 29,594 $2.0M
Financial Advocates Investment Management 1.09% Reduce -90.4% 29,509 $1.9M
LVZ, Inc. 0.22% Reduce -2.7% 29,462 $1.9M
MSH Capital Advisors LLC 0.52% Add +4.6% 29,415 $1.9M
Boyd Wealth Management, LLC 0.83% Reduce -0.2% 29,333 $1.9M
Strategic Financial Planning, Inc. 1.12% Reduce -3.6% 29,319 $1.9M
Tanager Wealth Management LLP 0.20% Add +0.2% 29,129 $1.9M
ONE Advisory Partners, LLC 0.59% Add +95.3% 28,949 $1.9M
Vantage Point Financial LLC 0.74% Add +12.5% 29,014 $1.9M
Raleigh Capital Management Inc. 0.73% Add +29.6% 28,997 $1.9M
BlueSky Wealth Advisors, LLC 0.26% Reduce -0.4% 28,981 $1.9M
Larson Financial Group LLC 0.07% Add +9.3% 28,589 $1.9M
SC&H Financial Advisors, Inc. 0.31% Reduce -5.2% 28,431 $1.9M
TFO Wealth Partners, LLC 0.31% Reduce -0.1% 28,405 $1.9M
Chicago Partners Investment Group LLC 0.05% Add +3.0% 27,169 $1.9M
Arcadia Wealth Management, LLC 0.73% Add +40.9% 28,038 $1.8M
Keystone Wealth Services, LLC 0.40% New 27,951 $1.8M
Cornerstone Advisory, LLC 0.18% Add +12.8% 27,948 $1.8M
Occidental Asset Management, LLC 0.23% Add +17.5% 27,850 $1.8M
Principal Financial Group Inc. 0.00% Reduce -19.7% 27,821 $1.8M
Auxano Advisors, LLC 0.39% No change 27,698 $1.8M
JMG Financial Group, Ltd. 0.05% Reduce -0.3% 27,552 $1.8M
Clayton Financial Group LLC 1.33% Add +20.0% 27,552 $1.8M
Financial Counselors Inc. 2.40% No change 27,399 $1.8M
Quest 10 Wealth Builders, Inc. 1.65% Add +5.6% 27,117 $1.8M
Balefire, LLC 0.35% Reduce -2.4% 26,891 $1.8M
Venture Visionary Partners LLC 0.06% Reduce -5.6% 26,845 $1.8M
Clearview Wealth Advisors LLC 1.12% Add +4.5% 26,503 $1.7M
Ameraudi Asset Management, Inc. 1.05% Reduce -60.7% 26,434 $1.7M
MMBG Investment Advisors Co. 0.15% Add +2.9% 26,387 $1.7M
Spinnaker Trust 0.10% Add +0.8% 26,351 $1.7M
Squire Investment Management Company, LLC 0.57% Reduce -3.7% 26,330 $1.7M
Aprio Wealth Management, LLC 0.17% Reduce -3.2% 26,159 $1.7M
Verdence Capital Advisors LLC 0.10% Add +7.0% 25,065 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Add +7.7% 26,085 $1.7M
Carrera Capital Advisors 0.31% No change 26,051 $1.7M
Seldon Capital LP 0.60% No change 26,019 $1.7M
ORG Partners LLC 0.32% Add +50.2% 24,751 $1.7M
Tyche Wealth Partners LLC 0.30% New 25,904 $1.7M
W Advisors, LLC 0.90% Add +5.0% 25,782 $1.7M
Wick Capital Partners, LLC 0.40% Reduce -96.6% 13,871 $1.7M
Stonehearth Capital Management, LLC 0.65% Add +3.3% 25,603 $1.7M
VanderPol Investments L.L.C. 3.27% Add +14.3% 24,778 $1.7M
Friday Financial 0.71% Add +36.6% 25,563 $1.7M
Amara Financial, Llc. 1.24% Add +67.6% 25,514 $1.7M
Bahl & Gaynor LLC 0.01% Add +15.5% 25,437 $1.7M
Ade, LLC 0.85% Add +2.5% 25,374 $1.7M
Arcus Capital Partners, LLC 0.73% No change 25,179 $1.7M
Garde Capital, Inc. 0.08% Reduce -7.3% 25,100 $1.7M
Yukon Wealth Management, Inc. 0.54% Reduce -5.9% 25,091 $1.7M
Jacobi Capital Management LLC 0.10% Add +2.9% 25,045 $1.7M
Mach-1 Financial Group, LLC 0.26% New 24,617 $1.6M
Integrity Advisory Solutions, LLC 0.26% — 24,617 $1.6M
American State Bank (Iowa) 0.83% No change 24,576 $1.6M
Providence Capital Advisors, LLC 0.28% Add +2.9% 24,463 $1.6M
FSC Wealth Advisors, LLC 0.93% Add +38.5% 24,456 $1.6M
DAVENPORT & Co LLC 0.01% Add +11.8% 24,399 $1.6M
K2 Financial Inc. 1.29% Add +10.4% 24,340 $1.6M
Colonial Trust Co / SC 0.22% Add +20.4% 24,359 $1.6M
Kingswood Wealth Advisors, LLC 0.10% Add +10.6% 24,201 $1.6M
Lauterbach Financial Advisors, LLC 0.80% Add +0.7% 24,076 $1.6M
Roble, Belko & Company, Inc 0.21% No change 24,005 $1.6M
IFC Advisors LLC 0.29% Reduce -1.9% 23,968 $1.6M
Heritage Family Offices, LLP 0.73% Reduce -35.4% 23,962 $1.6M
Merkkuri Wealth Advisors LLC 1.14% Reduce -16.0% 23,913 $1.6M
Tru Independence Asset Management 2, LLC 1.02% Add +0.5% 23,637 $1.6M
Heritage Trust Co 0.16% Reduce -19.5% 23,591 $1.6M
Kingsview Wealth Management, LLC 0.02% Add +36.9% 23,476 $1.5M
Silvercrest Asset Management Group LLC 0.01% Reduce -7.4% 23,438 $1.5M
Argent Advisors, Inc. 0.45% Add +1.0% 23,351 $1.5M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Add +0.4% 23,323 $1.5M
Main Street Financial Solutions, LLC 0.10% Add +1.1% 23,282 $1.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.32% Add +0.5% 23,239 $1.5M
Conrad Siegel Investment Advisors, Inc. 0.32% Reduce -1.0% 23,229 $1.5M
Tocqueville Asset Management L.P. 0.02% No change 23,129 $1.5M
Diversified Trust Co. 0.03% Add +35.0% 23,084 $1.5M
Legacy Bridge, LLC 0.63% Add +5.6% 23,033 $1.5M
Baker Tilly Wealth Management, LLC 0.34% New 22,995 $1.5M
PUREfi Wealth, LLC 1.17% Add +24.3% 22,993 $1.5M
Morris Financial Concepts, Inc. 0.55% Add +4.8% 22,926 $1.5M
Cove Private Wealth, LLC 0.48% Reduce -0.7% 22,888 $1.5M
IFS Group,LLC 1.32% — 22,654 $1.5M
Sutton Place Investors LLC 0.86% Reduce -13.5% 22,783 $1.5M
Moody National Bank Trust Division 0.13% Add +1.8% 22,514 $1.5M
StoneX Group Inc. 0.06% Add +1.5% 22,464 $1.5M
LPWM LLC 0.39% Add +3.8% 22,342 $1.5M
B&D White Capital Company, LLC 0.19% New 22,113 $1.5M
Goldstein Advisors, LLC 0.18% Add +7.8% 22,052 $1.5M
Sensible Money, LLC 0.49% Reduce -0.4% 21,895 $1.4M
LGL Partners, LLC 0.61% No change 21,888 $1.4M
Hilltop Holdings Inc. 0.08% Add +4.4% 21,884 $1.4M
Geometric Wealth Advisors 0.19% Add +3.3% 21,737 $1.4M
Client 1ST Advisory Group, LLC 0.47% Reduce -1.3% 21,714 $1.4M
Fortis Advisors, LLC 0.81% Add +94.5% 21,613 $1.4M
Essential Partners LLC 0.47% Reduce -4.2% 21,582 $1.4M
3EDGE Asset Management, LP 0.08% Add +12.1% 21,504 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Reduce -0.8% 21,497 $1.4M
Evercore Wealth Management, LLC 0.02% Reduce -3.8% 21,488 $1.4M
Massachusetts Financial Services Co. 0.00% No change 21,453 $1.4M
Walkner Condon Financial Advisors LLC 0.22% Add +114.9% 21,428 $1.4M
Lanark Financial, Inc. 0.11% Reduce -44.4% 21,392 $1.4M
Pandora Wealth, Inc. 0.85% Reduce -0.8% 21,327 $1.4M
Pettinga Financial Advisors LLC 0.27% Reduce 0.0% 21,203 $1.4M
Accelerate Investment Advisors LLC 0.95% Add +9.2% 21,164 $1.4M
Maripau Wealth Management LLC 0.70% Reduce -15.7% 21,130 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% Add +0.8% 21,034 $1.4M
Aletheian Wealth Advisors LLC 0.64% Reduce -1.8% 20,979 $1.4M
Advocacy Wealth Management, LLC 0.06% New 20,811 $1.4M
ARK & TLK Investments, LLC 0.43% Add +54.3% 20,723 $1.4M
Mosaic Family Wealth Partners, LLC 0.16% Add +2.9% 20,705 $1.4M
Finley Financial, LLC 0.63% Add +0.0% 20,556 $1.4M
Garrison Point Advisors, LLC 0.57% Reduce -1.7% 20,545 $1.4M
Cooper Financial Group 0.15% Add +7.3% 20,530 $1.4M
Shufro Rose & Co. LLC 0.11% Reduce -1.2% 24,968 $1.3M
Bangor Savings Bank 0.11% Add +16.3% 20,436 $1.3M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +4.0% 20,302 $1.3M
Veracity Capital LLC 0.43% Add +11.0% 20,182 $1.3M
Professional Financial Advisors, LLC 0.28% Add +438.2% 20,044 $1.3M
Tolleson Wealth Management, Inc. 0.20% Add +19.9% 20,020 $1.3M
GWN Securities Inc. 0.31% Add +11.9% 19,921 $1.3M
Creative Financial Designs Inc. 0.09% Add +8.8% 19,802 $1.3M
Trueblood Wealth Management, LLC 0.51% Add +6.1% 19,756 $1.3M
Waldron Private Wealth LLC 0.05% Add +13.8% 19,656 $1.3M
Blankinship & Foster, LLC 0.28% No change 19,617 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +4.6% 19,616 $1.3M
Bailard, Inc. 0.03% Reduce -0.4% 19,446 $1.3M
Family Investment Center, Inc. 0.26% Reduce -3.9% 19,320 $1.3M
Warwick Investment Management, Inc. 0.22% Reduce -0.1% 19,270 $1.3M
Abacus Planning Group, Inc. 0.17% Add +5.9% 19,156 $1.3M
Regimen Wealth, LLC 0.37% Add +1.1% 19,042 $1.3M
Fulton Bank, N.A. 0.04% Reduce -4.7% 19,029 $1.3M
Blue Fin Capital, Inc. 0.20% Add +14.3% 18,962 $1.2M
Atlatl Advisers LLC 0.49% Add +23.1% 18,887 $1.2M
World Equity Group, Inc. 0.28% Add +49.0% 18,882 $1.2M
Flagship Harbor Advisors, LLC 0.05% Add +6.4% 18,878 $1.2M
International Private Wealth Advisors LLC 0.78% Add +3.9% 18,836 $1.2M
BLKBRD Asset Management, LP 0.34% New 18,776 $1.2M
Fragasso Financial Advisors Inc 0.08% Reduce -0.1% 18,491 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.42% Reduce -2.3% 18,728 $1.2M
KPP Advisory Services LLC 0.18% Add +0.3% 18,694 $1.2M
Cibc World Market Inc. 0.00% Add +2.3% 18,671 $1.2M
Two West Capital Advisors LLC 0.74% Add +11.0% 18,070 $1.2M
CWA Asset Management Group, LLC 0.05% Reduce -0.5% 18,637 $1.2M
Cahill Financial Advisors Inc. 0.14% Add +0.9% 18,585 $1.2M
Tillman Hartley LLC 0.32% Add +0.9% 18,543 $1.2M
Watershed Private Wealth LLC 0.39% Reduce -1.9% 18,533 $1.2M
Patton Albertson Miller Group, LLC 0.15% Reduce -5.1% 18,511 $1.2M
Trivium Point Advisory, LLC 0.12% Add +32.8% 18,303 $1.2M
Tranquility Partners, LLC 0.41% Add +3.8% 18,268 $1.2M
Puff Wealth Management, LLC 1.82% Add +47.6% 18,183 $1.2M
Values Added Financial LLC 0.53% Reduce -2.5% 18,165 $1.2M
Valmark Advisers, Inc. 0.02% Add +2.2% 18,064 $1.2M
Tiemann Investment Advisors, LLC 0.45% Add +2.1% 18,028 $1.2M
Pinnacle Bancorp, Inc. 0.35% Add +10.7% 17,787 $1.2M
Darden Wealth Group Inc 0.61% No change 17,732 $1.2M
Amplius Wealth Advisors, LLC 0.10% Add +0.3% 17,706 $1.2M
Canvas Wealth Advisors, LLC 0.21% Reduce -3.5% 17,216 $1.2M
Cornerstone Advisors Asset Management, LLC 0.20% Add +50.1% 17,444 $1.1M
Kings Path Partners LLC 0.42% No change 17,423 $1.1M
Aspire Private Capital, LLC 0.25% Add +11.8% 17,364 $1.1M
Essential Planning, LLC. 0.39% Add +53.9% 17,347 $1.1M
Colton Groome Financial Advisors, LLC 0.35% Reduce -1.2% 17,332 $1.1M
Clark Capital Management Group, Inc. 0.01% Add +2.0% 17,279 $1.1M
Quadrature Capital Ltd 0.01% New 17,245 $1.1M
Consolidated Portfolio Review Corp 0.14% Add +6.1% 17,225 $1.1M
Cohen Capital Management, Inc. 0.18% No change 17,220 $1.1M
Cornerstone Wealth Management, LLC 0.06% Reduce -1.6% 17,169 $1.1M
Roundview Capital LLC 0.07% Reduce -1.0% 17,156 $1.1M
Alerus Financial NA 0.06% Add +18124.5% 17,131 $1.1M
William Howard & Co Financial Advisors Inc 0.96% Reduce -3.0% 17,103 $1.1M
Redmont Wealth Advisors LLC 1.56% No change 17,008 $1.1M
Essex Bank 0.25% Add +77.4% 16,992 $1.1M
Wilmington Savings Fund Society, FSB 0.03% Reduce -70.8% 16,974 $1.1M
Soltis Investment Advisors LLC 0.08% Reduce -2.9% 16,935 $1.1M
Bigelow Investment Advisors, LLC 0.45% Add +3.6% 16,928 $1.1M
Keyes, Stange & Wooten Wealth Management, LLC 0.54% Reduce -1.2% 16,911 $1.1M
C2C Wealth Management, LLC 0.95% Reduce -0.5% 16,855 $1.1M
CX Institutional 0.03% Reduce -1.3% 16,847 $1.1M
Sound Income Strategies, LLC 0.06% Add +27.2% 16,680 $1.1M
Obsidian Cio, LLC 0.15% Add +9.9% 16,851 $1.1M
Inspire Advisors, LLC 0.11% Add +6.7% 16,789 $1.1M
Hillcrest Wealth Advisors - NY, LLC 0.50% Reduce -12.3% 16,788 $1.1M
Well Done, LLC 0.19% Add +7.0% 16,704 $1.1M
Flagstar Securities, Inc. 0.33% Reduce -9.8% 16,522 $1.1M
Petix & Botte Co 0.25% Reduce -4.7% 16,509 $1.1M
New Republic Capital, LLC 0.33% Add +0.6% 16,491 $1.1M
Trust Co. of Vermont 0.05% Add +14.4% 16,486 $1.1M
Coordinated Financial Services, Inc. 0.70% Reduce -1.1% 16,319 $1.1M
Lee Financial Co 0.14% Add +0.2% 16,298 $1.1M
Northwest Bancshares, Inc. 0.18% Reduce -3.5% 16,289 $1.1M
Matauro, LLC 0.17% Add +3.6% 16,228 $1.1M
Clearwater Capital Advisors, LLC 0.09% Reduce -0.2% 16,193 $1.1M
Madison Wealth Partners, Inc 0.21% Add +1.7% 16,152 $1.1M
Evanson Asset Management, LLC 0.06% No change 16,128 $1.1M
VestGen Advisors, LLC 0.04% Add +17.6% 16,126 $1.1M
Greenline Partners, LLC 0.13% No change 16,030 $1.1M
Hutchens & Kramer Investment Management Group, LLC 0.42% Add +1.0% 15,997 $1.1M
Cornerstone Partners Capital Management, LLC 3.05% No change 15,978 $1.1M
Cypress Capital Group 0.13% Add +10.4% 15,889 $1.0M
Avantra Family Wealth, Inc. 0.78% Add +60.4% 15,880 $1.0M
Meridian Wealth Management, LLC 0.04% Reduce -4.7% 15,844 $1.0M
Certuity, LLC 0.07% Add +27.0% 15,812 $1.0M
TAGStone Capital, Inc. 0.41% Reduce -12.1% 15,794 $1.0M
Moneco Advisors, LLC 0.09% Reduce -31.5% 15,790 $1.0M
Everhart Financial Group, Inc. 0.10% Add +6.3% 15,629 $1.0M
Upper Left Wealth Management, LLC 0.65% Reduce -3.6% 15,605 $1.0M
Semus Wealth Partners LLC 0.58% Add +24.1% 15,591 $1.0M
Old Mission Investment Co LLC 0.25% Add +81.0% 15,561 $1.0M
Main Management LLC 0.08% Add +305.9% 15,547 $1.0M
Resurgent Financial Advisors LLC 0.50% Reduce -7.7% 15,538 $1.0M
Conservest Capital Advisors, Inc. 0.09% Reduce -1.3% 15,478 $1.0M
Maridea Wealth Management LLC 0.16% Add +50.0% 15,005 $1.0M
Newman Dignan & Sheerar, Inc. 0.22% Reduce -5.1% 15,394 $1.0M
Trilogy Capital Inc. 0.05% Reduce -3.5% 15,393 $1.0M
XTX Topco Ltd 0.05% New 15,319 $1.0M
Montecito Bank & Trust 0.16% — 15,245 $1.0M
tru Independence LLC 0.26% Add +13.4% 15,166 $1000K
Beacon Financial Advisory LLC 0.23% Reduce -4.2% 15,152 $999K
PFG Advisors 0.04% Reduce -11.0% 15,114 $996K
Silverlake Wealth Management LLC 0.24% Add +7.9% 15,112 $996K
Laffer Tengler Investments, Inc. 0.19% New 15,068 $993K
Aspire Growth Partners LLC 0.72% Add +2.2% 15,025 $990K
Visionary Wealth Advisors 0.05% Add +1.9% 15,018 $990K
Life Line Wealth Management LLC 0.30% Reduce -18.2% 15,014 $990K
Granby Capital Management, LLC 0.53% No change 15,000 $989K
Catalina Capital Group, LLC 0.61% Add +6.3% 14,951 $986K
Wealthcare Advisory Partners LLC 0.02% Add +42.0% 14,909 $983K
Investment Research Partners LLC 0.44% — 14,206 $982K
Valley Forge Investment Consultants Inc. Adv 0.29% Add +0.0% 14,893 $982K
National Wealth Management Group, LLC 0.37% Add +9.6% 14,844 $979K
Tudor Financial Inc. 0.52% Add +3.4% 14,838 $978K
Fairvoy Private Wealth, LLC 0.22% Add +0.4% 14,832 $978K
Tempus Wealth Planning, LLC 0.22% Reduce -25.9% 14,819 $977K
MKT Advisors LLC 0.36% Add +3.7% 14,688 $976K
Atlas Legacy Advisors, LLC 0.19% Add +11.7% 14,800 $976K
Axos Invest Inc. 0.73% Reduce -25.3% 14,799 $976K
Viewpoint Capital Management LLC 0.43% Add +8.7% 14,735 $971K
Baker Boyer National Bank 0.32% Reduce -4.4% 14,612 $963K
Solstein Capital, LLC 0.44% No change 14,580 $961K
Invested Advisors 1.40% — 18,424 $960K
Five Oceans Advisors 0.35% Reduce -2.6% 14,520 $957K
Evoke Wealth, LLC 0.02% Add +89.9% 14,393 $949K
Vista Investment Management 0.33% Reduce -0.3% 14,384 $948K
RDA Financial Network 0.23% Reduce -16.1% 14,268 $941K
Howe & Rusling Inc. 0.06% Reduce -8.2% 14,263 $940K
MainStreet Investment Advisors LLC 0.13% Reduce -0.6% 14,260 $940K
Equita Financial Network, Inc. 0.32% Add +9.2% 14,215 $937K
Naples Global Advisors, LLC 0.07% Add +4.4% 14,196 $936K
Palisade Asset Management, LLC 0.09% Add +27.8% 14,185 $935K
Canandaigua National Bank & Trust Co. 0.08% Reduce -0.2% 14,177 $935K
Guardian Wealth Advisors, LLC / NC 0.06% Reduce -20.4% 14,091 $929K
Hemington Wealth Management 0.12% No change 14,008 $923K
Westwood Holdings Group Inc. 0.01% Add +1.4% 14,001 $923K
Forbes Financial Planning, Inc. 0.61% Add +17.9% 13,380 $923K
Koshinski Asset Management, Inc. 0.07% Add +14.3% 13,991 $922K
Agf Management Ltd. 0.00% Reduce -3.5% 13,980 $922K
Tranquilli Financial Advisor LLC 0.54% Reduce -4.6% 13,964 $921K
McAdam, LLC 0.05% Add +21.3% 13,937 $919K
Binnacle Investments Inc 0.54% Reduce -1.7% 13,867 $914K
Amundi 0.00% Reduce -4.6% 13,590 $913K
Northwest Capital Management Inc 0.96% Reduce -32.4% 13,820 $911K
Moss Adams Wealth Advisors LLC 0.07% Add +0.7% 13,813 $911K
Nicolet Advisory Services, LLC 0.07% Reduce -2.9% 13,577 $906K
Fourth Dimension Wealth, LLC 0.34% Add +3.3% 13,654 $900K
TruNorth Capital Management, LLC 0.18% No change 13,642 $899K
Cherry Tree Wealth Management, LLC 0.20% No change 13,624 $898K
Renasant Bank 0.57% Add +144.5% 13,618 $898K
JDM Financial Group LLC 0.37% Add +5.8% 13,504 $890K
Fortis Capital Advisors, LLC 0.14% New 13,440 $886K
Belpointe Asset Management LLC 0.03% New 13,440 $886K
Peirce Capital Management, LLC 0.37% Reduce -0.3% 13,417 $884K
Kondo Wealth Advisors, Inc. 0.36% Reduce -0.5% 13,405 $884K
LaSalle St. Investment Advisors, LLC 0.16% Add +33.2% 13,355 $880K
Strategic Financial Concepts, LLC 0.13% Reduce -5.1% 13,327 $879K
Arrowroot Family Office, LLC 0.35% Add +4.6% 13,327 $879K
FineMark National Bank & Trust 0.03% Add +11.1% 13,294 $876K
CGN Advisors LLC 0.07% Add +33.9% 13,212 $871K
Kelly Financial Group LLC 0.23% Reduce -10.0% 13,200 $870K
JNBA Financial Advisors 0.08% Reduce -0.1% 13,141 $866K
International Assets Investment Management, LLC 0.07% No change 14,387 $865K
One Day In July LLC 0.07% Reduce -35.8% 13,101 $864K
Laird Norton Wetherby Trust Company, LLC 0.15% No change 13,025 $859K
Cambridge Financial Group, LLC 0.28% Reduce -1.3% 13,002 $857K
CWS Financial Advisors, LLC 0.24% Add +3.0% 12,999 $857K
Nicolet Bankshares Inc. 0.14% Reduce -23.9% 12,980 $856K
Charter Oak Capital Management, LLC 0.07% Add +14.8% 12,951 $854K
Sachetta, LLC 0.32% Reduce -1.4% 12,947 $853K
FSM Wealth Advisors, LLC 0.12% Add +14.3% 12,817 $845K
Investment Research & Advisory Group, Inc. 0.29% Add +10.7% 12,786 $843K
Empirical Asset Management, LLC 0.23% Reduce -8.5% 12,780 $842K
Lifeworks Advisors, LLC 0.11% Add +42.5% 12,733 $839K
MorganRosel Wealth Management, LLC 0.22% Reduce -3.0% 12,727 $839K
TPG Financial Advisors, LLC 0.31% Reduce -11.4% 12,710 $838K
Mainstream Capital Management LLC 0.56% Reduce -3.2% 12,701 $837K
Firestone Capital Management 0.18% No change 12,674 $835K
DBK Financial Counsel, LLC 0.70% No change 12,647 $834K
PCA Investment Advisory Services Inc. 0.31% Add +5.3% 12,629 $832K
BIP Wealth, LLC 0.04% Add +6.2% 12,522 $825K
SMART Wealth LLC 0.31% Add +76.3% 12,484 $823K
JT Stratford LLC 0.11% Add +6.6% 12,456 $821K
Verum Partners LLC 0.17% Add +10.8% 12,410 $818K
BG Investment Services, LLC 0.81% Add +38.9% 12,395 $817K
LexAurum Advisors, LLC 0.12% Add +12.5% 12,342 $814K
Brookwood Investment Group LLC 0.10% Reduce -2.5% 12,326 $813K
Allen Capital Group, LLC 0.08% Reduce -1.4% 12,160 $802K
Davidson Trust Co. 0.33% No change 12,140 $800K
Summit Wealth Partners, LLC 0.14% Reduce -3.3% 12,108 $798K
Comprehensive Money Management Services LLC 0.56% Reduce -1.5% 12,045 $794K
Eagle Strategies LLC 0.11% Reduce -6.5% 12,030 $793K
Doliver Advisors, LP 0.20% Add +64.6% 12,018 $792K
VERITY Wealth Advisors 0.50% No change 11,996 $791K
Key Financial Inc 0.15% Add +5.6% 11,860 $788K
Pines Wealth Management, LLC 0.26% Add +2.6% 11,844 $781K
Compton Financial Group, LLC 0.19% Reduce -3.0% 11,819 $779K
Townsend Asset Management Corp. /NC/ 0.28% No change 11,776 $776K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +71.6% 11,743 $774K
Capital Advisors, Ltd. LLC 0.09% Add +13.7% 11,720 $773K
Howard Financial Services, LTD. 0.09% Reduce -0.0% 11,720 $773K
Maseco LLP 0.04% Reduce -6.4% 11,679 $770K
Keystone Financial Group, Inc. 0.43% Reduce -0.3% 11,636 $767K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Reduce -11.4% 11,596 $764K
Lantern Wealth Advisors, LLC 0.40% Reduce -33.1% 11,545 $761K
Frank, Rimerman Advisors LLC 0.05% Add +0.7% 11,509 $759K
Stevens Capital Partners 0.23% Add +12.2% 11,503 $758K
Advyzon Investment Management, LLC 0.13% Add +87.4% 11,498 $758K
Human Investing LLC 0.11% Reduce -1.6% 11,441 $754K
MN Wealth Advisors, LLC 0.40% Reduce -6.0% 11,425 $753K
Tufton Capital Management 0.13% Reduce -0.3% 11,382 $750K
VestGen Investment Management 0.45% Add +16.6% 11,377 $750K
Clark Asset Management, LLC 0.09% Add +4.1% 11,345 $748K
Golden State Wealth Management, LLC 0.08% Add +15.8% 11,326 $747K
Emprise Bank 0.32% Reduce -1.1% 11,326 $747K
First Bank & Trust 0.13% Reduce -0.2% 11,324 $746K
Aspen Investment Management Inc 0.29% Reduce -0.1% 11,230 $740K
Cary Street Partners Investment Advisory LLC 0.31% Add +23.7% 11,198 $738K
LJI Wealth Management, LLC 0.13% Reduce -66.6% 11,174 $737K
Alpha Advisors, LLC 0.55% No change 11,173 $737K
Insigneo Advisory Services, LLC 0.05% Add +37.0% 11,115 $733K
LGT Financial Advisors LLC 1.57% Add +20.5% 11,028 $727K
Mayport, LLC 0.16% Reduce -1.3% 10,972 $723K
Stewardship Advisors, LLC 0.17% Add +17.4% 10,971 $723K
Kathmere Capital Management, LLC 0.05% Reduce -25.8% 10,923 $720K
FF Advisors,LLC 0.34% Add +0.1% 10,862 $716K
Phillips Financial Management, LLC 0.05% Reduce -13.4% 10,845 $715K
Haverford Financial Services, Inc. 0.20% No change 10,840 $715K
Angeles Wealth Management, LLC 0.04% Reduce -36.0% 10,815 $713K
W1M Asset Management Ltd 0.05% New 10,797 $712K
Wesbanco Bank Inc. 0.02% Reduce -0.7% 10,797 $712K
Integras Partners LLC 0.57% Add +63.0% 10,768 $710K
Greykasell Wealth Strategies, Inc. 0.30% No change 10,755 $709K
Latitude Advisors, LLC 0.32% Add +12.8% 10,753 $709K
Patron Partners, LLC 0.32% Reduce -0.4% 10,690 $705K
Millington Financial Advisors, LLC 0.34% Reduce -3.0% 10,654 $704K
FLP Wealth Management, LLC 1.98% Add +43.6% 10,677 $704K
Abbington Investment Group 0.60% — 10,592 $698K
Washington Trust Advisors, Inc. 0.05% Add +2.1% 10,588 $698K
Wealthgarden F.S. LLC 0.50% Reduce -65.3% 10,277 $697K
CVA Family Office, LLC 0.09% Reduce -4.9% 10,476 $691K
HORAN Wealth, LLC 0.11% New 10,465 $690K
Zacks Investment Management 0.01% Add +38.9% 10,376 $684K
West Wealth Group, LLC 0.15% Add +4.0% 10,245 $682K
BTG Pactual Asset Management US LLC 0.08% Add +26.0% 11,330 $680K
Chapin Davis, Inc. 0.17% Add +7.0% 10,295 $679K
Earned Wealth Advisors, LLC 0.11% Reduce -6.4% 10,280 $678K
Barnes Dennig Private Wealth Management LLC 0.73% Add +4.9% 10,251 $676K
Root Financial Partners, LLC 0.04% Add +7.1% 10,172 $671K
Truepoint, Inc. 0.02% Reduce -0.5% 10,155 $669K
Net Worth Advisory Group 0.19% Reduce -17.6% 10,152 $669K
Transamerica Financial Advisors, LLC 0.06% New 10,153 $669K
Hexagon Capital Partners LLC 0.13% Add +0.9% 10,116 $667K
Arista Wealth Management, LLC 0.08% No change 10,097 $666K
Bank of Marin 0.47% Add +12.1% 10,079 $664K
Independent Advisor Alliance 0.02% Reduce -1.0% 10,047 $662K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.3% 9,986 $658K
Financial Strategies Group, Inc. 0.12% Reduce -0.7% 9,533 $655K
Shade Tree Advisors LLC 0.57% No change 9,930 $655K
Advisors Capital Management, LLC 0.01% Reduce -7.5% 9,905 $653K
Philadelphia Trust Co. 0.05% No change 9,888 $652K
Glassman Wealth Services 0.09% Reduce -48.5% 9,878 $651K
Index Fund Advisors, Inc. 0.03% Reduce -2.4% 9,860 $650K
BFI Infinity Ltd. 0.43% No change 9,842 $649K
IFG Advisors, LLC 0.11% Add +1.6% 9,838 $649K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +16.1% 9,835 $648K
Wealth Architects, LLC 0.06% No change 9,823 $648K
1832 Asset Management L.P. 0.00% Add +21.5% 9,665 $637K
Hills Bank & Trust Co 0.04% Reduce -23.4% 9,640 $635K
Black Cypress Capital Management, LLC 0.48% Add +2.9% 9,628 $635K
REAP Financial Group, LLC 0.14% Add +3.1% 9,620 $634K
Williams & Novak, LLC 0.48% Reduce -5.1% 9,559 $630K
Unified Investment Management 0.63% Reduce -2.6% 9,547 $629K
Maryland Capital Advisors Inc. 0.23% Reduce -18.4% 9,543 $629K
Tompkins Financial Corp. 0.05% Reduce -17.7% 9,481 $625K
Hassell Wealth Management, LLC 0.22% No change 9,453 $623K
Mattern Capital Management, LLC 0.07% No change 9,435 $622K
Hoge Financial Services, LLC 0.36% Reduce -0.7% 9,434 $622K
Proficio Capital Partners LLC 0.04% Reduce -1.1% 9,424 $621K
Gold Investment Management Ltd. 0.21% Reduce -0.9% 9,346 $616K
Summit Wealth Group, LLC 0.15% Reduce -2.2% 9,313 $614K
Cynosure Group, LLC 0.07% No change 9,307 $613K
Wilshire Advisors LLC 1.58% Reduce -12.9% 9,265 $611K
Independence Bank of Kentucky 0.08% Add +3.7% 9,239 $609K
Berger Financial Group, Inc 0.04% Add +1.3% 9,230 $608K
Riverwater Partners LLC 0.25% No change 9,148 $603K
von Borstel & Associates, Inc. 0.09% New 8,771 $600K
Ally Invest Advisors Inc. 0.04% Reduce -2.5% 9,095 $600K
Coastal Bridge Advisors, LLC 0.05% Add +9.4% 9,095 $600K
Cary Street Partners Financial LLC 0.02% Add +0.7% 9,053 $597K
McNamara Financial Services, Inc. 0.11% Reduce -0.5% 9,039 $596K
Manchester Capital Management LLC 0.08% No change 9,018 $594K
Trust Co of the South 0.10% Add +5.5% 9,016 $594K
HBK Sorce Advisory LLC 0.01% Reduce -15.0% 8,867 $590K
Alteri Wealth LLC 0.20% Reduce -21.3% 8,899 $587K
Founders Financial Alliance, LLC 0.11% Add +2.5% 8,884 $586K
Plum Street Advisors, LLC 0.23% No change 8,871 $585K
Gries Financial LLC 0.09% Reduce -0.5% 8,835 $582K
Intrua Financial, LLC 0.07% Add +126.3% 8,793 $580K
Highview Capital Management LLC 0.21% No change 8,760 $577K
Seven Mile Advisory 0.09% Add +7.2% 8,748 $577K
Wayfinding Financial, LLC 0.25% Add +3.9% 8,745 $576K
Bowman & Co S.C. 0.24% Reduce -1.7% 8,734 $576K
Fiduciary Alliance LLC 0.04% Add +8.8% 8,708 $574K
Great Diamond Partners, LLC 0.11% Add +4.9% 8,707 $574K
Davis R M Inc. 0.01% New 8,679 $572K
Breakwater Capital Group 0.08% Add +9.0% 8,671 $572K
NDVR, Inc. 0.48% Add +2.7% 8,670 $572K
Traynor Capital Management, Inc. 0.03% New 8,658 $571K
BigSur Wealth Management LLC 0.14% No change 8,650 $570K
Community Trust & Investment Co. 0.03% New 8,640 $570K
PBMares Wealth Management LLC 0.09% Reduce -0.9% 8,544 $563K
Blue Barn Wealth, LLC 0.25% Reduce -4.4% 8,497 $560K
Tassel Capital Management, Inc. 0.36% Reduce -0.9% 8,497 $560K
Citizens National Bank Trust Department 0.10% No change 8,428 $556K
Aurdan Capital Management, LLC 0.18% Add +9.3% 8,380 $552K
Salem Investment Counselors Inc. 0.02% Add +0.5% 8,366 $551K
Realta Investment Advisors 0.18% Reduce -0.5% 8,312 $548K
Legacy Private Trust Co. 0.03% Reduce -37.0% 8,296 $547K
Onyx Bridge Wealth Group LLC 0.06% Reduce -1.1% 8,290 $546K
Talisman Wealth Advisors LLC 0.45% Add +21.5% 8,279 $546K
Revolve Wealth Partners, LLC 0.07% Reduce -5.1% 8,264 $545K
Compass Capital Corp. /Ma/ 0.24% No change 7,958 $545K
Burford Brothers, Inc. 0.23% Add +22.5% 8,246 $544K
Slagle Financial, LLC 0.20% Reduce -0.6% 8,237 $543K
Stonekeep Investments, LLC 0.34% Reduce -0.5% 8,227 $542K
PCG Asset Management, LLC 0.43% Add +2.0% 8,166 $538K
BlackDiamond Wealth Management, LLC 0.29% Add +13.2% 8,102 $534K
Beacon Financial Group 0.05% Add +5.4% 8,079 $533K
Forefront Wealth Partners, LLC 0.13% Reduce -65.1% 8,060 $531K
Peterson Wealth Advisors, LLC 0.08% Add +3.6% 7,945 $530K
Arkansas Financial Group, Inc. 0.08% Reduce -3.6% 8,012 $528K
Courage Miller Partners, LLC 0.16% Reduce -15.2% 7,980 $526K
Higgins & Schmidt Wealth Strategies LLC 0.27% Add +16.2% 7,973 $526K
Hubbell Strickland Wealth Management, LLC 0.22% Add +0.2% 7,947 $524K
Blue Capital, Inc. 0.39% New 7,921 $522K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.1% 7,897 $521K
Rossmore Private Capital 0.06% No change 7,881 $520K
Daymark Wealth Partners, LLC 0.02% Add +3.7% 7,860 $518K
Clear Investment Research, LLC 0.69% Reduce -40.9% 7,854 $518K
City Holding Co. 0.07% Add +7.0% 7,850 $517K
Live Oak Private Wealth LLC 0.07% Reduce -0.4% 7,811 $515K
Fulcrum Equity Management 0.52% Reduce -3.6% 7,809 $515K
Yoffe Investment Management, LLC 0.67% No change 7,800 $514K
Financial Perspectives, Inc 0.14% Reduce -0.8% 7,738 $510K
Ellis Investment Partners, LLC 0.09% Add +3.9% 7,730 $510K
Gladwyn Financial Advisors, Inc. 0.37% No change 7,721 $509K
Argonautica Private Wealth Management, Inc. 0.15% Add +0.7% 7,713 $508K
Wolff Wiese Magana LLC 0.29% Add +16.3% 7,712 $508K
Seven Post Investment Office LP 0.18% No change 7,693 $507K
Bokf, NA 0.01% Add +82.4% 7,679 $506K
Aries Wealth Management 0.12% No change 7,673 $506K
Strategic Financial Services, Inc. 0.03% Reduce -8.6% 7,665 $505K
Sage Mountain Advisors LLC 0.03% Reduce -1.5% 7,656 $505K
Rossby Financial, LCC 0.17% Reduce -9.8% 7,566 $503K
Strategic Wealth Partners, Ltd. 0.04% Reduce -3.4% 7,622 $502K
BOK Financial Private Wealth, Inc. 0.03% Reduce -0.6% 7,600 $501K
Melfa Wealth Management, Inc. 0.29% Add +3.8% 7,557 $498K
Compass Ion Advisors, LLC 0.05% No change 7,547 $497K
Accredited Investor Services, LLC 0.34% Reduce -0.5% 7,533 $497K
Chicago Capital, LLC 0.01% No change 7,533 $497K
Boston Trust Walden Corp 0.00% Add +29.7% 7,467 $492K
Smith Thornton Advisors LLC 0.26% No change 7,434 $490K
Clear Harbor Asset Management, LLC 0.03% No change 7,428 $490K
Essex Financial Services, Inc. 0.03% Add +12.3% 7,408 $488K
Richards, Merrill & Peterson, Inc. 0.21% Add +1.2% 7,406 $488K
Northside Capital Management, LLC 0.04% No change 7,364 $485K
LS Investment Advisors, LLC 0.07% Add +15.7% 7,359 $485K
MBA Advisors LLC 0.21% No change 7,356 $485K
Cape Investment Advisory, Inc. 0.48% Add +41.5% 7,333 $483K
Jackson Thornton Wealth Management, LLC 0.05% Add +4.3% 7,165 $482K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Reduce -46.0% 7,300 $481K
Trust Point Inc. 0.04% No change 7,260 $479K
Sage Financial Group Inc. 0.03% Add +10.8% 7,228 $476K
Voisard Asset Management Group, Inc. 0.11% Reduce -0.3% 7,218 $476K
Ascentis Independent Advisors 0.08% Add +8.0% 7,194 $474K
Cornell Pochily Investment Advisors, Inc. 0.14% Reduce -26.7% 7,181 $473K
Vista Capital Partners, Inc. 0.05% No change 7,176 $473K
Canandaigua National Trust Co of Florida 0.37% Reduce -53.9% 7,164 $472K
Inspirion Wealth Advisors, LLC 0.07% Add +0.4% 8,216 $472K
3Chopt Investment Partners, LLC 0.11% Add +4.3% 7,154 $472K
Diversify Wealth Management, LLC 0.03% Add +40.0% 6,851 $471K
Baker Avenue Asset Management, LP 0.01% Add +0.0% 7,132 $470K
GatePass Capital, LLC 0.27% Add +10.2% 7,088 $467K
Stephens Inc. 0.01% Add +1.6% 7,039 $464K
Pinnacle Family Advisors, LLC 0.20% Reduce -0.4% 7,027 $463K
Certus Wealth Management, LLC 0.28% Reduce -1.7% 7,010 $462K
Leo Wealth, LLC 0.06% Reduce -8.1% 6,922 $456K
SYM FINANCIAL Corp 0.05% Reduce -41.8% 6,906 $455K
Integrated Investment Consultants, LLC 0.08% New 6,896 $455K
Daner Wealth Management, LLC 0.29% Reduce -0.1% 6,690 $454K
Penobscot Investment Management Company, Inc. 0.03% Reduce -0.6% 6,866 $453K
Bogart Wealth, LLC 0.02% No change 6,866 $453K
Parsons Capital Management Inc. 0.03% Reduce -46.1% 6,865 $453K
Axis Wealth Partners, LLC 0.26% Reduce -28.0% 6,836 $451K
Cadence Bank 0.03% Reduce -7.5% 6,833 $450K
Milestone Asset Management Group, LLC 0.28% No change 6,802 $448K
Karpus Management, Inc. 0.01% Reduce -0.2% 6,795 $448K
Beaumont Financial Advisors, LLC 0.03% Reduce -2.2% 6,769 $446K
SIMA Wealth Partners, LLC 0.34% Reduce -1.7% 6,767 $446K
Kovack Advisors, Inc. 0.04% Reduce -5.2% 6,686 $441K
Vanguard Personalized Indexing Management, LLC 0.00% Add +2.1% 6,685 $441K
Sageworth Trust Co 0.02% New 6,682 $440K
Aviso Financial Inc. 0.02% Add +1.1% 6,676 $440K
Hixon Zuercher, LLC 0.13% New 6,620 $436K
Awm Capital, LLC 0.04% Reduce -7.9% 6,611 $436K
Biltmore Family Office, LLC 0.06% Add +17.4% 6,589 $434K
Syntegra Private Wealth Group, LLC 0.04% Reduce -7.4% 6,567 $433K
Catalyst Private Wealth, LLC 0.19% Reduce -0.3% 6,553 $432K
Patten & Patten Inc. 0.03% New 6,534 $431K
American National Bank & Trust 0.04% Add +0.7% 6,509 $429K
WPG Advisers, LLC 0.33% Reduce -4.2% 6,501 $429K
Collaborative Wealth Managment Inc. 0.17% Add +37.0% 6,473 $427K
Dearborn Partners LLC 0.02% Add +5.2% 6,423 $423K
Kennebec Savings Bank 0.38% Reduce -0.0% 6,401 $422K
Sax Wealth Advisors, LLC 0.02% Reduce -4.2% 6,395 $422K
Focused Wealth Management, Inc 0.05% Reduce -2.0% 6,348 $418K
Phillips Wealth Planners LLC 0.35% Reduce -0.3% 6,203 $417K
Private Management Group Inc. 0.01% No change 6,317 $416K
Mackenzie Financial Corp. 0.00% New 6,310 $416K
Private Capital Management, LLC 0.04% No change 6,307 $416K
Fulcrum Capital LLC 0.09% Reduce -21.5% 6,300 $415K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% No change 6,300 $415K
Fisher Asset Management 0.00% Reduce -55.4% 6,291 $415K
Pinney & Scofield, Inc. 0.26% No change 6,279 $414K
New England Private Wealth Advisors LLC 0.05% No change 6,267 $413K
City State Bank 0.12% No change 6,250 $412K
SouthState Bank Corp 0.02% Reduce -65.8% 6,228 $411K
Pinion Investment Advisors, LLC 0.11% Add +3.8% 6,001 $408K
Capital Advisors Wealth Management, LLC 0.06% New 6,154 $406K
Eastern Bank 0.01% Add +30.6% 6,121 $403K
Spinnaker Investment Group, LLC 0.08% New 6,095 $402K
Noesis Capital Mangement Corp. 0.06% Reduce -1.7% 6,083 $401K
Tidal Investments LLC 0.00% Reduce -30.6% 6,080 $401K
Villere St Denis J & Co. LLC 0.04% No change 5,999 $396K
CFO4Life Group, LLC 0.06% Add +0.6% 5,978 $394K
True Link Financial Advisors, LLC 0.03% Add +6.5% 5,965 $393K
NTV Asset Management LLC 0.04% Add +26.3% 5,944 $392K
Mitchell Capital Management Co. 0.07% New 5,934 $391K
Carter Financial Group, INC. 0.24% Add +0.6% 5,932 $391K
Paces Ferry Wealth Advisors, LLC 0.16% No change 5,891 $388K
TCV Trust & Wealth Management, Inc. 0.03% New 5,886 $388K
Institute for Wealth Management, LLC. 0.04% Add +1.8% 5,879 $388K
Kooman & Associates 0.12% Reduce -0.1% 5,858 $386K
Schwallier Wealth Management LLC 0.24% Add +3.5% 5,829 $384K
DGS Capital Management, LLC 0.07% Reduce -8.8% 5,827 $384K
Fayez Sarofim & Co 0.00% New 5,812 $383K
McCarter Private Wealth Services LLC 0.20% No change 5,782 $381K
Dopkins Wealth Management, LLC 0.16% Add +0.3% 5,771 $380K
Meredith Wealth Planning 0.12% Reduce -1.8% 5,733 $378K
One Charles Private Wealth Services, LLC 0.10% No change 5,721 $377K
Fortis Capital Management LLC 0.05% Add +36.8% 5,693 $375K
Jackson Hole Capital Partners, LLC 0.06% No change 5,675 $374K
Tactive Advisors, LLC 0.11% Reduce -6.8% 5,655 $373K
Harrington Investments, INC 0.19% No change 5,632 $371K
Ehrlich Financial Group 0.22% Add +44.2% 5,631 $371K
KDK Private Wealth Management, LLC 0.38% Reduce -1.0% 5,618 $370K
Strategic Equity Management 0.14% Add +1.4% 5,607 $370K
SilverOak Wealth Management LLC 0.06% Reduce -0.5% 5,588 $368K
Noble Wealth Management PBC 0.20% — 5,577 $368K
Independent Wealth Network Inc. 0.12% Add +0.5% 5,574 $367K
Legacy Wealth Asset Management, LLC 0.09% No change 5,568 $367K
Thoroughbred Financial Services, LLC 0.02% Reduce -2.3% 5,580 $367K
RTD Financial Advisors, Inc. 0.04% Add +31.4% 5,567 $367K
Westmount Partners, LLC 0.09% Reduce -3.4% 5,513 $366K
St Germain D J Co. Inc. 0.01% Add +28.3% 5,545 $366K
Denver PWM, LLC 0.11% No change 6,084 $365K
Delta Wealth Advisors LLC 0.29% Reduce -8.0% 5,538 $365K
Global Financial Private Client, LLC 0.13% Add +9.1% 5,514 $363K
Outbound Financial Inc 0.30% Reduce -1.5% 5,510 $363K
TOWER TRUST & INVESTMENT Co 0.24% No change 5,507 $363K
Hanson & Doremus Investment Management 0.05% No change 5,502 $363K
ICONIQ Capital, LLC 0.00% No change 5,447 $359K
Mandatum Life Insurance Co Ltd 0.09% No change 5,444 $359K
BBR Partners, LLC 0.02% New 5,426 $358K
Silver Grove Financial Group, Inc. 0.34% — 5,412 $357K
Fortress Financial Group, LLC 0.27% New 7,143 $356K
Summit Wealth Group LLC / Co. 0.04% Reduce -92.1% 2,412 $356K
Beckerman Institutional, LLC 0.21% Reduce -8.2% 5,392 $355K
Penobscot Wealth Management 0.11% New 5,378 $355K
Foster & Motley Inc. 0.02% Add +3.5% 5,355 $353K
PKS Advisory Services, LLC 0.08% Reduce -41.2% 5,328 $352K
Jamison Private Wealth Management, Inc. 0.05% Reduce -3.4% 5,326 $351K
Clarity Wealth Advisors, LLC 0.08% Add +2.2% 5,293 $349K
Arlington Financial Advisors, LLC 0.05% New 5,281 $348K
Glen Eagle Advisors, LLC 0.05% Add +1.0% 5,271 $347K
KWB Wealth 0.04% Reduce -25.1% 5,746 $345K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -8.4% 5,197 $343K
Beverly Hills Private Wealth, LLC 0.06% Reduce -13.9% 5,190 $342K
Johnson Investment Counsel Inc. 0.00% Add +49.0% 5,166 $341K
AlphaStar Capital Management, LLC 0.03% New 5,164 $340K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -23.5% 5,164 $340K
Regent Peak Wealth Advisors LLC 0.07% — 5,157 $340K
First County Bank 0.17% Reduce -4.8% 5,136 $339K
Riversedge Advisors, LLC 0.06% Reduce -0.4% 5,107 $337K
Collier Financial 0.25% — 5,106 $337K
GDS Wealth Management 0.02% Reduce -12.3% 5,058 $333K
Decker Retirement Planning Inc. 0.18% Add +19.2% 5,057 $333K
Prosperity Planning, Inc. 0.13% Reduce -1.3% 5,044 $332K
Formidable Asset Management, LLC 0.05% New 5,520 $331K
Cabot Wealth Management Inc. 0.04% Add +0.5% 5,020 $331K
Wingate Wealth Advisors, Inc. 0.23% New 5,016 $331K
Joel Isaacson & Co., LLC 0.01% Add +5.4% 5,014 $330K
Twelve Points Wealth Management LLC 0.08% Reduce -2.5% 5,003 $330K
Inscription Capital, LLC 0.04% Add +16.9% 4,995 $329K
Cape Ann Savings Bank 0.18% New 4,994 $329K
JPL Wealth Management, LLC 0.08% No change 4,991 $329K
Augustine Asset Management Inc. 0.07% Reduce -0.1% 4,984 $329K
Brown Wealth Management, LLC 0.09% Reduce -1.1% 4,933 $325K
Novem Group 0.04% Add +47.3% 4,927 $325K
Brooklyn Investment Group 0.04% No change 5,414 $323K
New England Asset Management Inc. 0.04% No change 4,900 $323K
PGIM Custom Harvest LLC 0.00% New 4,863 $321K
Bell Bank 0.01% Reduce -28.4% 4,822 $318K
apricus wealth, LLC 0.17% Add +11.0% 4,800 $316K
Lowe Wealth Advisors, LLC 0.12% No change 4,800 $316K
West Michigan Advisors, LLC 0.08% Add +6.3% 4,786 $315K
Saxon Interests, Inc. 0.12% Add +28.7% 5,076 $315K
Synergy Asset Management, LLC 0.01% New 4,776 $315K
Fiscal Wisdom Wealth Management, LLC 0.30% — 4,683 $314K
Sunpointe, LLC 0.11% No change 4,760 $314K
Lynx Investment Advisory 0.19% Reduce -0.3% 4,754 $313K
180 Wealth Advisors, LLC 0.04% Reduce -3.3% 4,742 $313K
FSA Advisors, Inc. 0.25% Reduce -39.5% 4,734 $312K
Retirement Planning Group, LLC 0.01% Add +20.6% 4,728 $312K
Lockerman Financial Group, Inc. 0.39% Add +16.3% 4,726 $312K
Abel Hall, LLC 0.13% Reduce -0.8% 4,720 $311K
Stage Harbor Financial, LLC 0.23% No change 4,704 $310K
Manhattan West Asset Management, LLC 0.07% No change 4,700 $310K
Fiduciary Advisors, Inc. 0.25% Add +13.6% 4,698 $310K
Uptown Financial Advisors LLC 0.27% No change 4,646 $306K
Rowlandmiller & Partners.adv 0.06% No change 4,639 $306K
Corrado Advisors, LLC 0.16% Add +0.0% 4,637 $306K
Three Bridge Wealth Advisors, LLC 0.08% No change 4,629 $305K
Fielder Capital Group LLC 0.07% No change 4,605 $304K
Great Point Wealth Advisors, LLC 0.06% — 4,580 $302K
Capital Wealth Management, LLC 0.10% Reduce -2.9% 4,578 $302K
SeaCrest Wealth Management, LLC 0.03% Reduce -4.1% 4,474 $301K
C M Bidwell & Associates Ltd. 0.14% No change 4,520 $298K
CPC Advisors, LLC 0.03% Add +1.8% 4,502 $297K
Everest Private Wealth 0.19% Add +24.4% 4,498 $297K
Raffa Wealth Management, LLC 0.05% No change 4,498 $296K
Petra Financial Advisors Inc. 0.17% Add +7.1% 4,486 $296K
Country Trust Bank 0.01% Reduce -6.3% 4,482 $295K
Warren Street Wealth Advisors, LLC 0.09% Add +1.3% 4,463 $294K
Farmers National Bank 0.07% Reduce -18.6% 4,463 $294K
Calton & Associates, Inc. 0.04% Add +22.8% 4,418 $291K
ETF Portfolio Partners, Inc. 0.08% No change 4,394 $290K
Trust Co 0.03% No change 4,372 $288K
Debussy Capital Management LP 0.04% Reduce -27.3% 4,370 $288K
EdgeRock Capital LLC 0.08% New 4,364 $288K
Rockland Trust Co. 0.01% Reduce -6.4% 4,361 $287K
Dunhill Financial, LLC 0.10% Add +5.0% 4,357 $287K
LCNB Corp. 0.10% Reduce -3.4% 4,337 $286K
Absher Wealth Management, LLC 0.03% New 4,311 $284K
Factor Wealth Management LTD 0.07% Reduce -34.4% 4,305 $284K
Naviter Wealth, LLC 0.03% Reduce -46.9% 4,303 $284K
Kavar Capital Partners Group, LLC 0.04% No change 4,289 $283K
Spectrum Strategic Capital Management, LLC 0.17% Reduce -6.6% 4,272 $282K
Novus Advisors, LLC 0.65% Add +25.2% 4,263 $281K
CGC Financial Services, LLC 0.08% No change 4,240 $280K
Acorn Wealth Advisors, LLC 0.09% New 4,239 $279K
TD Waterhouse Canada Inc. 0.00% Add +129.0% 4,186 $278K
ShoreHaven Wealth Partners, LLC 0.10% No change 4,217 $278K
Koss-Olinger Consulting, LLC 0.02% No change 4,636 $278K
Avaii Wealth Management, LLC 0.11% New 4,209 $277K
Certified Advisory Corp 0.03% Reduce -2.5% 4,205 $277K
Wrenne Financial Planning LLC 0.12% Reduce -8.3% 4,187 $276K
Financial Life Advisors 0.09% No change 4,186 $276K
Detalus Advisors, LLC 0.07% Reduce -28.8% 4,186 $276K
Pallas Capital Advisors LLC 0.01% Reduce -2.6% 4,185 $276K
Balanced Rock Investment Advisors LLC 0.20% Reduce -9.1% 4,126 $272K
Quad-Cities Investment Group, LLC 0.12% Reduce -3.2% 4,119 $272K
Brian Low Financial Group, LLC 0.21% Reduce -16.6% 4,090 $270K
Olde Wealth Management, LLC 0.08% — 3,933 $269K
Keener Financial Planning LLC 0.12% Reduce -14.8% 4,076 $268K
Edgemoor Investment Advisors, Inc. 0.02% No change 4,054 $267K
Matrix Private Capital Group LLC 0.14% No change 4,019 $265K
Genesis Wealth Advisors, LLC 0.19% No change 4,007 $264K
Integrated Capital Management, LLC 0.12% Add +0.5% 3,825 $263K
Postrock Partners LLC 0.12% No change 3,988 $263K
RAM Investment Partners, LLC 0.05% Add +0.8% 3,982 $262K
Plan A Wealth LLC 0.13% Reduce -7.1% 3,976 $262K
Ti-Trust, Inc. 0.16% No change 3,974 $262K
Duncan Williams Asset Management, LLC 0.07% Reduce -7.9% 3,965 $261K
IVC Wealth Advisors LLC 0.12% Reduce -37.1% 3,963 $261K
Jane Street Group, LLC 0.00% Reduce -99.9% 3,958 $261K
Headland Capital, LLC 0.07% New 3,945 $260K
Wellment Financial 0.31% New 3,919 $258K
Financial Freedom, LLC 0.13% No change 3,882 $256K
Horizons Wealth Management 0.17% Add +16.6% 3,868 $255K
Highland Financial Advisors, LLC 0.07% Add +14.8% 3,846 $254K
Ullmann Wealth Partners Group, LLC 0.03% Reduce -5.8% 3,842 $253K
GW&K Investment Management, LLC 0.00% Add +251.5% 3,845 $253K
HM Payson & Co. 0.00% Add +17.9% 3,830 $252K
MontVue Capital Management, Inc. 0.17% Reduce -2.1% 3,829 $252K
Sand Hill Global Advisors, LLC 0.01% Reduce -77.9% 3,823 $252K
Atlas Brown,Inc. 0.07% Add +2.1% 3,816 $252K
Harbor Advisory Corp. 0.07% No change 3,810 $251K
Windward Private Wealth Management Inc. 0.09% No change 3,801 $251K
Citizens Business Bank 0.04% No change 3,801 $251K
GM Advisory Group, LLC 0.01% Add +1.3% 3,783 $249K
TCI Wealth Advisors, Inc. 0.01% New 3,783 $249K
Magnolia Capital Management Ltd. 0.19% No change 3,775 $249K
First National Advisers, LLC 0.03% Reduce -1.4% 3,760 $248K
Rollins Financial Advisors, LLC 0.04% New 3,736 $246K
Matrix Asset Advisors Inc. 0.02% Reduce -25.0% 3,734 $246K
Moneywise, Inc. 0.11% Add +3.2% 3,726 $246K
Presilium Private Wealth, LLC 0.05% Reduce -0.1% 3,714 $245K
Midwest Heritage Bank, FSB 0.09% Add +5.3% 3,711 $245K
Swan Global Investments, LLC 0.01% No change 3,709 $244K
Cadent Capital Advisors, LLC 0.06% New 3,707 $244K
Helium Advisors LLC 0.20% Reduce -42.6% 3,705 $244K
Donaldson Capital Management, LLC 0.01% New 3,702 $244K
Lazari Capital Management, Inc. 0.08% Reduce -16.8% 3,695 $244K
Core Wealth Advisors, Inc. 0.06% New 3,693 $243K
Little House Capital LLC 0.06% Add +5.6% 3,676 $242K
Prairiewood Capital, LLC 0.08% New 3,675 $242K
Impact Partnership Wealth, LLC 0.04% New 3,674 $242K
BNP Paribas Financial Markets 0.00% Add +82.3% 3,672 $242K
Oakwell Private Wealth Management, LLC 0.05% No change 3,661 $241K
Allegheny Financial Group 0.04% New 3,644 $240K
Motco 0.02% Add +141.8% 3,629 $239K
Obermeyer Wealth Partners 0.01% Add +7.7% 3,620 $239K
Investment Advisory Group, LLC 0.06% Reduce -5.0% 3,617 $238K
First Western Trust Bank 0.01% No change 3,614 $238K
Efficient Advisors, LLC 0.01% Reduce -6.1% 3,600 $237K
Gimbal Financial 0.14% No change 3,590 $237K
Cutler Investment Counsel LLC 0.02% Add +3.7% 3,585 $236K
Zhang Financial LLC 0.01% Add +1.4% 3,574 $236K
Gemmer Asset Management LLC 0.02% New 3,568 $235K
First American Trust, FSB 0.02% New 3,542 $233K
Shira Ridge Wealth Management 0.10% Reduce -15.3% 3,542 $233K
Snider Financial Group 0.06% Reduce -0.2% 3,542 $233K
Acorn Financial Advisory Services Inc. 0.04% New 3,523 $232K
Dakota Wealth Management 0.00% Reduce -5.9% 3,508 $231K
Monograph Wealth Advisors, LLC 0.02% No change 3,501 $231K
Capital Advisors Inc. 0.00% Reduce -33.1% 3,495 $230K
Carnegie Investment Counsel 0.00% Reduce -2.7% 3,483 $230K
Partners in Financial Planning 0.04% No change 3,474 $229K
Ceera Investments, LLC 0.07% No change 3,455 $228K
Goldstone Financial Group, LLC 0.03% New 3,453 $228K
Paragon Capital Management Ltd 0.04% No change 3,450 $227K
Portside Wealth Group, LLC 0.03% New 3,433 $226K
CPA Asset Management Group, LLC 0.09% No change 3,425 $226K
waypoint wealth counsel 0.09% No change 3,401 $224K
Burke & Herbert Bank & Trust Co. 0.05% No change 3,384 $223K
Washington Trust Bank 0.02% Reduce -9.3% 3,384 $223K
Mason Street Advisors, LLC 0.02% New 3,350 $221K
Golden Road Advisors LLC 0.13% New 3,336 $220K
Hardin Capital Partners, LLC 0.12% No change 3,333 $220K
Forum Financial Management, LP 0.00% Reduce -3.3% 3,330 $220K
Brady Family Wealth, LLC 0.07% New 3,303 $218K
Saranac Partners Ltd 0.05% New 3,300 $218K
Freedom Investment Management, Inc. 0.06% Reduce -77.6% 3,294 $217K
GTS Securities LLC 0.01% Reduce -56.3% 3,292 $217K
Financial Partners Group, Inc 0.03% New 3,281 $216K
Hamilton Wealth, LLC 0.04% New 3,258 $215K
JFG Wealth Management, LLC 0.04% New 3,252 $214K
Confluence Wealth Services, Inc. 0.01% New 3,248 $214K
Nadler Financial Group, Inc. 0.02% New 3,230 $213K
Oak Hill Wealth Advisors, LLC 0.04% New 3,229 $213K
Sunesis Advisors, LLC 0.10% — 3,219 $212K
Fortitude Advisory Group L.L.C. 0.11% New 3,199 $211K
Norden Group LLC 0.02% Reduce -8.4% 3,198 $211K
LongView Wealth Management 0.06% Reduce -13.2% 3,184 $210K
Castle Wealth Management LLC 0.07% New 3,180 $210K
SevenBridge Financial Group, LLC 0.03% New 3,046 $209K
Riverview Trust Co 0.25% No change 3,165 $209K
GEM Asset Management, LLC 0.10% New 3,121 $208K
Novak & Powell Financial Services, Inc. 0.11% New 3,157 $208K
Instrumental Wealth, LLC 0.15% New 3,032 $207K
Capital Planning LLC 0.06% New 3,145 $207K
Avion Wealth 0.04% Reduce -0.8% 3,131 $206K
ETF Store, Inc. 0.22% New 3,122 $206K
Valpey Financial Services, LLC 0.13% New 3,114 $205K
Welch Capital Partners LLC 0.04% New 3,096 $204K
Fermata Advisors, LLC 0.05% New 3,087 $203K
Guyasuta Investment Advisors Inc. 0.01% New 3,071 $202K
Silver Oak Securities, Incorporated 0.02% Add +2.1% 3,070 $202K
River Street Advisors LLC 0.08% Reduce -21.1% 3,068 $202K
Blue Zone Wealth Advisors, LLC 0.04% New 3,066 $202K
Western Financial Corp 0.09% Reduce -12.0% 3,055 $201K
Clearbridge Investments, LLC 0.00% New 3,054 $201K
Proathlete Wealth Management LLC 0.05% Add +0.0% 2,857 $188K
MGB Wealth Management, LLC 0.05% Add +463.2% 2,816 $186K
Register Financial Advisors LLC 0.07% No change 2,777 $183K
Simplex Trading, LLC 0.00% New 2,784 $183K
Pacifica Partners Inc. 0.07% No change 2,751 $183K
Barrett & Company, Inc. 0.06% No change 2,772 $183K
Front Row Advisors LLC 0.06% Reduce -2.7% 2,770 $183K
Hazlett, Burt & Watson, Inc. 0.06% Reduce -4.5% 2,729 $180K
Evelyn Partners Investment Management LLP 0.01% Reduce -3.6% 2,650 $175K
Vermillion & White Wealth Management Group, LLC 0.10% No change 2,635 $174K
GPS Wealth Strategies Group, LLC 0.02% Add +110.9% 2,598 $171K
Glass Jacobson Investment Advisors llc 0.06% Reduce -1.2% 2,577 $170K
Oxford Financial Group, LTD. LLC 0.01% Reduce -6.8% 2,544 $168K
Rothschild Investment LLC 0.01% Reduce -10.7% 2,507 $165K
West Financial Advisors, LLC 0.03% No change 2,414 $159K
Piscataqua Savings Bank 0.12% No change 2,395 $158K
Ameritas Advisory Services, LLC 0.01% Reduce -84.7% 2,338 $154K
Harbor Investment Advisory, LLC 0.01% Add +5.6% 2,315 $153K
SBI Securities Co., Ltd. 0.00% Reduce -1.1% 2,240 $148K
Marshall & Sterling Wealth Advisors Inc. 0.09% Reduce -0.3% 2,240 $148K
Foster Dykema Cabot & Partners, LLC 0.01% New 2,234 $147K
Chesapeake Asset Management LLC 0.13% No change 2,217 $146K
Legacy Wealth Managment, LLC 0.06% Add +21.4% 2,006 $132K
Cardiff Park Advisors, LLC 0.01% No change 1,998 $132K
Boreal Capital Management LLC 0.12% Reduce -18.8% 1,970 $130K
Pflug Koory, LLC 0.06% No change 1,964 $129K
IAG Wealth Partners, LLC 0.01% Reduce -1.2% 1,831 $121K
Operose Advisors LLC 0.03% Add +21.9% 1,792 $118K
Smallwood Wealth Investment Management, LLC 0.06% Reduce -5.2% 1,783 $118K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,753 $116K
Guerra Advisors Inc 0.04% New 1,702 $112K
Anchor Investment Management, LLC 0.01% No change 1,678 $111K
Caldwell Trust Co 0.01% No change 1,656 $109K
Turning Point Benefit Group, Inc. 0.06% New 1,600 $106K
North Capital, Inc. 0.08% Add +0.1% 1,606 $106K
Beaird Harris Wealth Management, LLC 0.01% Add +18.8% 1,604 $106K
Trust Co. of Toledo NA 0.01% No change 1,594 $105K
Banque Cantonale Vaudoise 0.00% Reduce -2.1% 1,572 $104K
Grey Ledge Advisors, LLC 0.02% Reduce -9.8% 1,538 $101K
Grey Fox Wealth Advisors, LLC 0.02% New 1,509 $99K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.2% 1,482 $98K
Investors Research Corp 0.02% Reduce -19.2% 1,472 $97K
Signature Resources Capital Management, LLC 0.05% Add +6.5% 1,465 $97K
American Capital Advisory, LLC 0.04% Add +13.7% 1,461 $96K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 1,397 $94K
Sunbelt Securities, Inc. 0.01% Reduce -13.2% 1,430 $94K
Clearstead Trust, LLC 0.02% Reduce -8.1% 1,413 $93K
Concord Wealth Partners 0.01% No change 1,400 $92K
TCTC Holdings, LLC 0.00% No change 1,370 $90K
Covestor Ltd 0.05% Reduce -3.5% 1,364 $90K
Hoey Investments, Inc. 0.01% No change 1,336 $88K
Center for Financial Planning, Inc. 0.01% Reduce -7.0% 1,330 $88K
Luken Investment Analytics, LLC 0.03% No change 1,330 $88K
First Financial Corp. 0.03% No change 1,297 $85K
Clark Wealth Partners 0.05% Add +173.7% 1,259 $85K
Wealth Watch Advisors, INC 0.03% New 1,255 $83K
Whipplewood Advisors, LLC 0.05% Reduce -86.2% 1,238 $82K
KERR FINANCIAL PLANNING Corp 0.11% — 1,195 $81K
Evolution Wealth Management Inc. 0.08% Reduce -21.5% 1,201 $79K
Heartwood Wealth Advisors LLC 0.01% New 1,170 $77K
Ameriflex Group, Inc. 0.03% Add +350.2% 1,166 $77K
Oakworth Capital, Inc. 0.00% No change 1,151 $76K
Kopp Family Office, LLC 0.05% No change 1,150 $76K
Indiana Trust & Investment Management Co 0.02% No change 1,124 $74K
Fairman Group, LLC 0.06% No change 1,109 $73K
Creekmur Asset Management LLC 0.01% Reduce -32.9% 1,085 $72K
Team Financial Group, LLC 0.03% Add +19.4% 1,079 $71K
MeadowBrook Investment Advisors LLC 0.06% No change 1,025 $68K
Painted Porch Advisors LLC 0.03% No change 1,016 $67K
Crews Bank & Trust 0.01% Reduce -33.3% 1,000 $66K
United Community Bank 0.02% New 963 $63K
Family Capital Trust Co 0.02% No change 932 $61K
Blue Bell Private Wealth Management, LLC 0.01% Add +2.2% 913 $60K
Global Wealth Strategies & Associates 0.02% Add +12.8% 896 $59K
MRP Capital Investments, LLC 0.05% No change 983 $59K
Toronto Dominion Bank 0.00% New 888 $59K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -57.4% 877 $58K
Brown, Lisle/Cummings, Inc. 0.01% No change 867 $57K
Toth Financial Advisory Corp. 0.01% Add +70.1% 849 $56K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 841 $55K
Promus Capital, LLC 0.03% Reduce -38.1% 789 $52K
Financial Consulate, Inc. 0.01% New 785 $52K
Urban Financial Advisory Corp 0.02% No change 785 $52K
Millstone Evans Group, LLC 0.03% No change 780 $51K
Harbor Asset Planning, Inc. 0.05% No change 771 $51K
Towne Trust Company, N.A 0.02% Add +7.3% 749 $49K
Kentucky Trust Co 0.03% Reduce -17.6% 748 $49K
Financial Gravity Asset Management, Inc. 0.01% — 726 $48K
HighMark Wealth Management LLC 0.02% No change 720 $47K
Tidemark, LLC 0.01% No change 714 $47K
Centerpoint Advisors, LLC 0.01% No change 710 $47K
Wells Financial Advisors INC 0.06% Add +4.4% 705 $46K
Tradewinds Capital Management, LLC 0.01% Reduce -11.4% 700 $46K
Twin Lakes Capital Management, LLC 0.02% No change 697 $46K
Steigerwald, Gordon & Koch Inc. 0.00% New 674 $44K
Hantz Financial Services, Inc. 0.00% Reduce -2.1% 666 $44K
LFA - Lugano Financial Advisors SA 0.02% No change 660 $44K
First Horizon Corp. 0.00% — 628 $41K
Inlight Wealth Management, LLC 0.02% No change 625 $41K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 620 $41K
Zions Bancorporation, National Association 0.00% No change 612 $40K
Mascoma Wealth Management LLC 0.01% No change 610 $40K
Arlington Trust Co LLC 0.01% Reduce -28.0% 608 $40K
Nalls Sherbakoff Group, LLC 0.03% No change 600 $40K
Centennial Bank 0.02% Reduce -48.1% 600 $40K
Holos Integrated Wealth LLC 0.02% No change 613 $39K
Addison Advisors LLC 0.01% Add +95.7% 595 $39K
Copia Wealth Management 0.03% No change 593 $39K
First PREMIER Bank 0.01% Add +21.8% 571 $38K
Newton One Investments LLC 0.01% No change 572 $38K
Your Advocates Ltd., LLP 0.01% New 553 $36K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +30.2% 539 $36K
Provident Wealth Management, LLC 0.01% Add +2.8% 514 $34K
Cloud Capital Management, LLC 0.02% New 496 $32K
Proffitt & Goodson Inc. 0.00% No change 476 $31K
Westfuller Advisors, LLC 0.01% New 469 $31K
MPWM Advisory Solutions, LLC 0.02% Reduce -4.1% 466 $31K
ESL Trust Services, LLC 0.01% No change 460 $30K
Plante Moran Financial Advisors, LLC 0.00% Add +86.1% 454 $30K
West Branch Capital LLC 0.01% No change 448 $30K
N.E.W. Advisory Services LLC 0.00% Reduce -23.6% 430 $28K
FSA Wealth Management LLC 0.01% No change 319 $28K
Advantage Trust Co 0.01% No change 400 $26K
McIlrath & Eck, LLC 0.00% No change 397 $26K
Atwood & Palmer Inc. 0.00% No change 387 $26K
SRH Advisors, LLC 0.01% No change 384 $25K
Accredited Wealth Management, LLC 0.02% Add +118.9% 383 $25K
Tripletail Wealth Management, LLC 0.03% New 353 $24K
North Ridge Wealth Advisors, Inc. 0.01% No change 355 $23K
Ascentis Wealth Management, LLC 0.01% No change 349 $23K
Trifecta Capital Advisors, LLC 0.00% New 348 $23K
HHM Wealth Advisors, LLC 0.00% No change 328 $22K
Edmond DE Rothschild Holding S.A. 0.00% No change 328 $22K
BankPlus Trust Department 0.01% Add +42.7% 321 $21K
Westend Capital Management, LLC 0.01% New 313 $21K
Abich Financial Wealth Management LLC 0.01% — 306 $20K
Family Legacy Financial Solutions, LLC 0.02% New 301 $20K
S&T Bank 0.01% No change 289 $19K
Evolution Advisers, Inc. 0.01% No change 300 $19K
MTM Investment Management, LLC 0.01% No change 284 $19K
Woodside Wealth Management LLC 0.01% No change 275 $18K
AllSquare Wealth Management LLC 0.01% No change 272 $18K
Pacific Center for Financial Services 0.00% No change 269 $18K
Godsey & Gibb, Inc. 0.00% Reduce -66.2% 268 $18K
Old Second National Bank of Aurora 0.00% No change 266 $18K
Frazier Financial Advisors, LLC 0.01% Add +98.5% 264 $17K
CNB Bank 0.01% No change 261 $17K
Bank of New Hampshire 0.00% No change 260 $17K
Montag A & Associates Inc. 0.00% No change 259 $17K
Breakwater Investment Management 0.01% Reduce -8.0% 253 $17K
Reyes Financial Architecture, Inc. 0.01% No change 245 $16K
New Millennium Group LLC 0.01% Reduce -27.3% 245 $16K
Anfield Capital Management, LLC 0.00% No change 238 $16K
Murphy & Mullick Capital Management Corp 0.01% No change 212 $14K
Caldwell Sutter Capital, Inc. 0.01% No change 215 $14K
Pin Oak Investment Advisors Inc. 0.01% Reduce -14.1% 213 $14K
Kozak & Associates, Inc. 0.00% New 208 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.2% 211 $14K
Hurley Capital, LLC 0.01% No change 209 $14K
Atlantic Private Wealth, LLC 0.01% No change 205 $13K
Creative Capital Management Investments LLC 0.00% New 200 $13K
Colonial Trust Advisors 0.00% No change 200 $13K
Archer Investment Corp 0.00% Reduce -13.5% 199 $13K
Manning & Napier Advisors LLC 0.00% Add +65.0% 198 $13K
Peterson Wealth Services 0.00% Add +6364.5% 11,830 $12K
Morton Brown Family Wealth, LLC 0.00% No change 181 $12K
Sittner & Nelson, LLC 0.00% No change 166 $11K
Activest Wealth Management 0.00% Add +3.8% 165 $11K
Ameritas Investment Partners, Inc. 0.00% Add +444.8% 158 $10K
Stephens Consulting, LLC 0.00% Reduce -93.1% 157 $10K
Kelleher Financial Advisors 0.00% New 153 $10K
Aventura Private Wealth, LLC 0.00% No change 152 $10K
Comprehensive Financial Planning, Inc. 0.01% Reduce -34.1% 135 $9K
ROSS\JOHNSON & Associates LLC 0.16% Add +48.3% 129 $9K
Kathleen S. Wright Associates Inc. 0.00% No change 124 $8K
Robinswood Financial LLC 0.00% No change 117 $8K
Chapman Financial Group, LLC 0.01% Add +175.6% 113 $7K
Orion Capital Management LLC 0.00% Add +115.7% 110 $7K
TD Capital Management LLC 0.00% No change 105 $7K
Wealth Preservation Advisors, LLC 0.00% No change 104 $7K
Hara Capital LLC 0.00% No change 102 $7K
Hopwood Financial Services, Inc. 0.00% No change 100 $7K
Vermillion Wealth Management, Inc. 0.00% New 100 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -89.9% 99 $7K
PFS Partners, LLC 0.00% No change 99 $7K
Graney & King, LLC 0.00% No change 94 $6K
Davis Capital Management 0.00% — 94 $6K
Ramirez Asset Management, Inc. 0.00% Reduce -67.9% 93 $6K
Valley National Advisers Inc. 0.00% No change 101 $6K
Costello Asset Management, INC 0.00% No change 86 $6K
Main Street Group, LTD 0.00% New 83 $5K
Strengthening Families & Communities, LLC 0.00% Reduce -1.2% 82 $5K
Medallion Wealth Advisors, LLC 0.00% No change 78 $5K
NFSG Corp 0.00% No change 67 $4K
Bare Financial Services, Inc 0.00% New 65 $4K
Global Trust Asset Management, LLC 0.00% Add +384.6% 63 $4K
Pension & Wealth Management Advisors, Inc. 0.00% New 63 $4K
Cheviot Value Management, LLC 0.00% No change 60 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 67 $4K
Cedar Mountain Advisors, LLC 0.00% No change 54 $4K
GHP Investment Advisors, Inc. 0.00% Reduce -83.2% 50 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 50 $3K
Cypress Capital Management LLC (WY) 0.00% No change 49 $3K
Hilltop National Bank 0.00% No change 48 $3K
Chelsea Counsel Co. 0.00% New 40 $3K
Prudent Man Investment Management, Inc. 0.00% No change 49 $3K
Principia Wealth Advisory, LLC 0.00% No change 32 $2K
Nemes Rush Group LLC 0.00% No change 31 $2K
Valued Wealth Advisors LLC 0.00% Reduce -6.1% 31 $2K
Resources Management Corp. /CT/ 0.00% No change 30 $2K
American Wealth Advisors, LLC 0.00% — 30 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -21.6% 29 $2K
Imprint Wealth LLC 0.01% — 28 $2K
Compass Financial Services Inc 0.00% No change 19 $1K
Caitlin John, LLC 0.00% New 19 $1K
Bernard Wealth Management Corp. 0.00% New 18 $1K
Clarity Asset Management, Inc. 0.00% No change 15 $989
Spurstone Advisory Services, LLC 0.01% No change 10 $659
Roxbury Financial LLC 0.00% No change 8 $534
Hughes Financial Services, LLC 0.00% No change 3 $205
Prestige Wealth Management Group LLC 0.00% No change 1 $66

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