iShares Core MSCI EmergingIEMGETF

13F holders, Q1 2026 (March 31)
2,308holders +78
179new positions
96sold out
9famous investors
$69.62avg. 13F price*

At the end of Q1 2026, 2,308 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 78 from Q4 2025. 179 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($15.3B), Morgan Stanley ($8.8B) and Wells Fargo & Company ($6.1B). 9 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Joel Greenblatt (0.3% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions179$1.6B
Exits96$136.5M

All 13F filers, Q4 2025 → Q1 2026: 225,376,209 shares bought and 96,065,957 shares sold, net +129,310,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,308 holders

Bank of America Corp. 1.12% Add +26.9% 219,869,621 $15.3B
Morgan Stanley 0.53% Add +22.8% 126,259,202 $8.8B
Wells Fargo & Company 1.22% Add +13.9% 87,384,260 $6.1B
Envestnet Asset Management Inc. 1.62% Add +10.7% 86,783,237 $6.1B
Creative Planning 3.67% Add +1.8% 77,654,854 $5.4B
LPL Financial LLC 0.97% Reduce -0.4% 52,231,526 $3.6B
BlackRock, Inc. 0.06% Add +2.5% 50,621,591 $3.5B
JPMorgan Chase & Co. 0.21% Reduce -6.2% 45,035,771 $3.0B
Wealthfront Advisers LLC 6.23% Add +4.6% 40,686,196 $2.8B
UBS Group AG 0.47% Add +161.7% 37,646,267 $2.6B
US Bancorp \de 2.50% Add +2.0% 29,529,985 $2.1B
Goldman Sachs Group Inc. 0.24% Reduce -8.1% 26,326,701 $1.8B
FMR LLC 0.08% Reduce -4.5% 21,583,944 $1.5B
Bank of New York Mellon Corp 0.27% Add +29.5% 20,828,872 $1.5B
Raymond James Financial Inc. 0.43% Add +1.8% 19,905,325 $1.4B
Jones Financial Companies LLLP 0.65% Add +8.0% 20,057,125 $1.4B
Northwestern Mutual Wealth Management Co. 0.83% Add +6.0% 19,440,275 $1.4B
TIAA Wealth Investment Management LLC 9.21% — 17,919,365 $1.2B
Wit, LLC 21.37% Reduce -0.7% 16,233,759 $1.1B
PNC Financial Services Group, Inc. 0.61% Add +9.2% 15,024,436 $1.0B
Charles Schwab Investment Management Inc. 0.15% Add +28.4% 13,889,171 $968.8M
Tiaa-Cref Individual & Institutional Services, LLC 3.42% — 12,751,935 $889.4M
State of New Jersey Common Pension Fund D 3.35% Reduce -44.8% 12,458,692 $869.0M
Truist Financial Corp. 1.08% Add +73.0% 11,502,715 $802.3M
Captrust Financial Advisors 1.22% Add +5.1% 10,028,023 $699.4M
M&T Bank Corp 2.22% Reduce -0.1% 9,734,803 $679.0M
Assetmark, Inc. 1.32% Add +4.1% 9,297,033 $648.5M
Sei Investments Co. 0.58% Reduce -4.3% 9,074,872 $633.0M
Bank of Montreal 0.26% Add +29.5% 9,020,598 $629.2M
Old Mission Capital LLC 14.76% New 8,920,272 $622.2M
Royal Bank of Canada 0.12% Add +15.4% 8,868,236 $618.6M
Cetera Investment Advisers 0.65% Reduce -6.3% 8,765,443 $611.4M
Mariner, LLC 0.71% Add +4.3% 8,698,552 $606.0M
Ameriprise Financial Inc. 0.13% Add +17.3% 7,926,302 $552.6M
Retirement Systems of Alabama 1.76% No change 7,584,431 $529.0M
Asset Management One Co., Ltd. 1.48% Add +2.0% 7,184,416 $501.1M
Jane Street Group, LLC 0.53% Add +45.4% 6,972,866 $486.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 2.61% Add +122.4% 6,873,267 $479.4M
Jordan Park Group LLC 25.18% Reduce -0.3% 6,808,959 $472.9M
Alliancebernstein L.P. 0.15% Add +2.9% 6,947,510 $467.0M
Invesco Ltd. 0.05% Add +2.8% 6,664,273 $464.8M
Cerity Partners LLC 0.62% Add +18.8% 6,279,041 $438.0M
MML Investors Services, LLC 1.20% Reduce -14.7% 6,222,866 $434.0M
Envestnet Portfolio Solutions, Inc. 2.28% Reduce -53.9% 5,901,117 $411.6M
Fifth Third Bancorp 0.75% Add +91.5% 5,867,903 $409.3M
Park Avenue Securities LLC 3.14% Reduce -8.8% 5,758,444 $401.7M
Betterment LLC 0.75% Reduce -4.4% 5,653,446 $394.3M
Moneta Group Investment Advisors LLC 2.92% Reduce -1.9% 5,559,794 $387.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +310.7% 5,287,290 $368.8M
Citigroup Inc. 0.23% Reduce -10.0% 5,194,737 $362.3M
Stifel Financial Corp. 0.32% Reduce -0.1% 4,951,901 $345.4M
Franklin Resources Inc. 0.09% Add +24.1% 4,897,997 $341.6M
Japan Science & Technology Agency 6.70% Add +51.5% 4,620,513 $322.3M
Steward Partners Investment Advisory, LLC 1.60% Add +37.3% 4,509,997 $314.6M
Ballentine Partners, LLC 4.15% Add +5.2% 4,271,360 $297.9M
State Street Corp. 0.01% Reduce -3.1% 4,264,324 $297.4M
Susquehanna International Group, LLP 0.38% Add +2582.9% 4,204,420 $293.3M
Vantagepoint Investment Advisers LLC 2.39% No change 4,047,517 $282.3M
Keybank National Association 1.01% Add +11.5% 3,946,368 $275.3M
Nationwide Fund Advisors 11.61% Reduce -7.0% 3,801,904 $265.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.32% New 3,718,473 $259.4M
United Capital Financial Advisors, LLC 1.55% Reduce -5.5% 3,609,503 $251.8M
Janney Montgomery Scott LLC 0.62% Reduce -7.6% 3,605,987 $251.5M
Northern Trust Corp. 0.03% Add +23.9% 3,591,660 $250.5M
Osaic Holdings, Inc. 0.36% Add +17.2% 3,572,002 $249.2M
Municipal Employees' Retirement System of Michigan 2.62% Reduce -36.6% 3,313,829 $231.1M
Cwm, LLC 0.60% Reduce -42.9% 3,247,216 $226.5M
HighTower Advisors, LLC 0.24% Add +6.4% 3,192,744 $222.7M
Stairway Partners, LLC 11.49% Add +0.2% 3,180,698 $221.9M
Matson Money. Inc. 6.58% Reduce -3.3% 3,077,453 $214.7M
Focus Partners Wealth 0.24% Add +9.3% 3,061,820 $213.6M
Valeo Financial Advisors, LLC 4.93% Add +0.9% 2,956,984 $206.2M
Haverford Trust Co 1.88% Add +2.3% 2,947,980 $205.6M
Mirae Asset Global Investments Co., Ltd. 0.59% Add +19.1% 2,932,074 $204.5M
Choate Investment Advisors 3.85% Add +7363.1% 2,819,485 $196.7M
Deutsche Bank AG 0.06% Add +4.1% 2,659,228 $185.5M
Evergreen Capital Management LLC 4.00% Add +64.3% 2,642,855 $184.3M
Commonwealth Equity Services, LLC 0.26% Reduce -7.4% 2,617,742 $182.6M
Dynasty Wealth Management, LLC 1.58% Reduce -61.5% 2,596,299 $181.1M
Investure, LLC 8.85% Add +306.5% 2,587,897 $180.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.87% Reduce -1.0% 2,520,224 $175.8M
Mill Creek Capital Advisors, LLC 3.59% Add +4.8% 2,508,449 $175.0M
Baird Financial Group, Inc. 0.27% Add +0.8% 2,432,761 $169.7M
Mercer Global Advisors Inc. 0.25% Add +3.8% 2,417,521 $168.6M
MAI Capital Management 0.93% Add +4.3% 2,359,105 $164.5M
Blue Trust, Inc. 1.88% Reduce -4.7% 2,349,281 $163.9M
Alesco Advisors, LLC, An ESL Co 4.12% Reduce -2.1% 2,314,425 $161.4M
Hirtle & Co., LLC 6.19% Reduce -0.1% 2,278,273 $158.9M
Halbert Hargrove Global Advisors, LLC 7.67% Reduce -0.4% 2,262,667 $157.8M
NewEdge Advisors, LLC 0.56% Reduce -7.7% 2,236,823 $156.0M
Nuveen, LLC 0.04% Add +3.5% 2,191,664 $152.9M
Partners Capital Investment Group, LLP 5.75% Add +3.5% 2,187,140 $152.6M
Balentine LLC 6.11% Reduce -1.6% 2,173,077 $151.6M
Neuberger Berman Group LLC 0.11% Add +71.8% 2,121,426 $148.0M
Hackensack Meridian Health, Inc. 13.92% Reduce -3.2% 2,115,000 $147.5M
Bessemer Group Inc. 0.23% Add +8.1% 2,058,665 $143.6M
Connecticut Wealth Management, LLC 5.97% Add +171.6% 2,042,072 $142.4M
Southern Farm Bureau Life Insurance 14.86% Add +3.7% 2,037,659 $140.8M
&partners 0.68% Add +117.0% 1,982,986 $138.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.41% Add +2.2% 1,984,690 $138.4M
Corient Private Wealth LP 0.19% Add +0.1% 2,003,455 $135.9M
University of Pittsburgh - Of the Commonwealth System of Higher Education 100.00% No change 1,933,838 $134.9M
Merit Financial Group, LLC 0.97% Reduce -27.3% 1,878,466 $131.0M
JB Capital LLC 5.27% Reduce -15.7% 1,871,663 $130.5M
Rockefeller Capital Management L.P. 0.23% Add +18.4% 1,870,152 $130.4M
Federation des caisses Desjardins du Quebec 0.47% Reduce -20.4% 1,860,705 $129.8M
Quotient Wealth Partners, LLC 3.40% Reduce -5.5% 1,851,640 $129.2M
Sanctuary Advisors, LLC 0.68% Reduce -5.9% 1,806,474 $126.0M
Financiere des Professionnels - Fonds d'investissement inc. 7.37% Add +5.3% 1,801,448 $125.7M
Cerity Partners OCIO LLC 7.26% Add +18.5% 1,734,899 $121.0M
Elm Partners Management LLC 5.23% Add +20.7% 1,791,143 $120.6M
Wealthspire Advisors, LLC 0.92% Reduce -0.5% 1,687,480 $117.7M
Robertson Stephens Wealth Management, LLC 3.29% Add +21.3% 1,685,804 $117.6M
Citizens Financial Group Inc. 1.61% Add +8.7% 1,663,169 $116.0M
Foundations Investment Advisors, LLC 1.42% Reduce -23.0% 1,642,001 $114.5M
Lincoln National Corp. 3.31% Add +53.1% 1,636,819 $114.2M
J. Safra Sarasin Holding AG 1.89% Add +2.4% 1,585,189 $110.6M
Stratos Wealth Partners, LTD. 1.25% Add +4.2% 1,565,087 $109.2M
Wealth Enhancement Advisory Services, LLC 0.24% Reduce -12.7% 1,574,732 $109.1M
Pathstone Holdings, LLC 0.43% Add +15.2% 1,562,950 $109.0M
Members Trust Co 3.58% Reduce -27.2% 1,544,665 $107.7M
Farther Finance Advisors, LLC 1.00% Add +18.0% 1,509,237 $106.1M
Meeder Advisory Services, Inc. 4.33% Add +7.3% 1,485,283 $103.6M
SigFig Wealth Management, LLC 2.95% Add +0.1% 1,440,403 $100.5M
Destination Wealth Management 2.55% Add +9.6% 1,409,584 $98.3M
Brown Advisory Inc. 0.16% Add +24.1% 1,392,402 $97.1M
Bleakley Financial Group, LLC 1.51% Add +17.0% 1,387,819 $96.8M
Alaska Permanent Capital Management, LLC 6.65% Add +20.6% 1,373,924 $94.9M
Cambridge Investment Research Advisors, Inc. 0.24% Add +3.9% 1,357,051 $94.7M
Modera Wealth Management, LLC 1.13% Reduce -1.0% 1,353,141 $94.4M
Bridgewater Associates 0.42% Add +5.6% 1,342,944 $93.7M
Retirement Investment Advisors, Inc. 7.49% Add +0.1% 1,384,549 $93.1M
AE Wealth Management LLC 0.49% Reduce -24.6% 1,296,578 $90.4M
Vestcor Inc 2.46% Add +131.4% 1,281,826 $89.4M
Atria Investments, Inc 1.00% Reduce -9.1% 1,276,274 $89.0M
CKW Financial Group 9.45% Reduce -0.4% 1,232,387 $86.6M
Wharton Business Group, LLC 3.24% Reduce -1.4% 1,228,997 $85.7M
Gotham Asset Management 0.26% Add +21.1% 1,227,381 $85.6M
Venturi Wealth Management, LLC 3.84% Reduce -29.9% 1,223,763 $85.4M
Vident Advisory, LLC 0.72% Add +112.7% 1,219,185 $85.0M
Beacon Pointe Advisors, LLC 0.45% Add +196.6% 1,216,807 $84.9M
Flputnam Investment Management Co. 1.26% Add +13767.9% 1,209,143 $84.3M
Midland Wealth Advisors, LLC 4.31% Add +29.1% 1,198,339 $83.6M
MCF Advisors LLC 3.64% Add +0.4% 1,190,822 $83.1M
Jabodon PT Co. 9.60% Add +11.5% 1,184,363 $82.6M
Cresset Asset Management, LLC 0.35% Add +7.8% 1,163,812 $81.2M
Whittier Trust Co. of Nevada Inc. 1.66% Add +4.6% 1,153,845 $80.9M
Allspring Global Investments Holdings, LLC 0.13% Reduce -8.4% 1,143,434 $80.4M
Choreo, LLC 0.98% Add +5.1% 1,145,992 $79.9M
Myriad Asset Management Advisors LLC 23.45% Add +122.8% 1,141,003 $79.6M
Adventist Health System Sunbelt Healthcare Corp. 2.78% Add +36.8% 1,139,900 $79.5M
RiverFront Investment Group, LLC 1.21% Add +10.4% 1,123,183 $78.3M
Passaic Partners LLC 9.48% Reduce -36.7% 1,122,900 $78.3M
Brookstone Capital Management 0.89% Reduce -4.0% 1,120,958 $78.2M
Fusion Family Wealth, LLC 5.82% Reduce -3.1% 1,117,367 $77.9M
Horizon Investments, LLC 0.87% Add +5.7% 1,110,229 $77.4M
UNC Management Company, Inc. 4.72% New 1,109,418 $77.4M
Integrated Wealth Concepts LLC 0.62% Add +29.2% 1,106,205 $77.2M
Citadel Advisors 0.06% New 1,102,212 $76.9M
DRW Securities, LLC 4.15% New 1,091,930 $76.2M
National Philanthropic Trust 0.81% Reduce -0.2% 1,091,083 $76.1M
Aspiriant, LLC 2.13% Add +1.9% 1,072,353 $74.8M
TD Private Client Wealth LLC 1.53% Add +25.6% 1,060,953 $74.0M
Whittier Trust Co. 0.83% Add +16.4% 1,047,404 $73.5M
Thrivent Financial for Lutherans 0.14% Reduce -17.7% 1,054,916 $73.0M
Capital Analysts, LLC 1.91% Add +1.7% 1,040,370 $72.6M
Nisa Investment Advisors, LLC 0.27% No change 1,039,693 $72.5M
Connable Office Inc. 7.12% Add +20.9% 1,037,651 $72.4M
Regions Financial Corp. 0.47% Add +4.1% 1,028,156 $71.7M
Lockheed Martin Investment Management Co. 2.60% Add +2.7% 1,020,000 $71.1M
Heritage Wealth Advisors 2.73% Add +11.9% 1,002,921 $70.0M
Cambridge Associates LLC /Ma/ 1.07% Add +33.2% 963,404 $67.2M
Wedmont Private Capital 2.14% Add +3.4% 896,140 $66.4M
NorthRock Partners, LLC 1.06% Add +11.3% 945,629 $66.0M
First Command Advisory Services, Inc. 0.44% Add +97.2% 942,025 $65.7M
Focus Partners Advisor Solutions, LLC 0.65% Reduce -1.9% 920,419 $64.2M
Janus Henderson Group PLC 0.03% New 912,578 $63.7M
Orion Porfolio Solutions, LLC 0.54% Reduce -7.4% 910,905 $63.5M
Greenleaf Trust 0.62% Add +1.4% 907,404 $63.3M
Ritholtz Wealth Management 1.09% Add +2.9% 903,398 $63.0M
Prime Capital Investment Advisors, LLC 0.72% Add +378.5% 898,374 $62.7M
Quent Capital, LLC 4.44% Add +1.8% 896,948 $62.6M
49 Wealth Management, LLC 4.62% Add +10.2% 885,746 $61.8M
Private Wealth Asset Management, LLC 6.45% Reduce -6.2% 864,758 $60.3M
Pictet Asset Management Holding SA 0.06% Reduce -10.5% 885,355 $59.6M
Texas Capital Bank Wealth Management Services Inc 3.48% Add +47.3% 839,785 $58.6M
Exchange Traded Concepts, LLC 0.45% Add +1.9% 837,511 $58.4M
Tiaa Trust, National Association 3.48% Reduce -97.5% 820,499 $57.2M
Vestmark Advisory Solutions, Inc. 0.63% Add +8.1% 818,382 $57.1M
Parkside Investments, LLC 6.93% Add +17.6% 817,558 $57.0M
Principal Securities, Inc. 0.82% Reduce -1.3% 803,495 $56.0M
FORM Wealth Advisors, LLC 6.54% Add +48.2% 800,452 $55.8M
Bartlett & Co. Wealth Management LLC 0.71% Add +23.5% 709,800 $55.8M
Commerce Bank 0.26% Add +26.7% 784,033 $54.7M
First Foundation Advisors 2.17% Add +19.4% 772,603 $53.9M
Icon Wealth Advisors, LLC 3.48% Reduce -5.9% 696,636 $53.6M
Private Advisor Group, LLC 0.25% Reduce -0.8% 766,809 $53.5M
Octavia Wealth Advisors, LLC 5.07% Reduce -2.1% 760,686 $53.1M
TFC Financial Management, Inc. 6.50% Reduce -1.9% 755,956 $52.7M
Victory Capital Management Inc. 0.03% Reduce -50.5% 745,388 $52.0M
Savant Capital, LLC 0.24% Add +6.0% 726,177 $50.7M
OpenArc Corporate Advisory, LLC 0.71% Reduce -76.0% 711,268 $49.6M
Pacific Life Fund Advisors LLC 5.69% Add +8.1% 710,742 $49.6M
HSBC Holdings PLC 0.03% Add +8.9% 708,672 $49.4M
Ferguson Wellman Capital Management, Inc. 0.67% New 707,493 $49.3M
Chan Zuckerberg Initiative, LLC 100.00% Reduce -8.6% 706,019 $49.2M
Makena Capital Management LLC 5.57% Add +19.6% 692,123 $48.3M
Sompo Asset Management Co., Ltd. 8.55% Add +1.2% 668,100 $46.6M
Syon Capital LLC 2.33% Add +24.9% 664,819 $46.4M
AlphaCore Capital LLC 1.09% Add +12.7% 658,410 $45.9M
MBL Wealth, LLC 3.47% Add +2.6% 656,127 $45.8M
Financial Synergies Wealth Advisors, Inc. 4.36% Reduce -2.0% 654,368 $45.6M
Kestra Advisory Services, LLC 0.17% Add +48.9% 649,089 $45.3M
Aaron Wealth Advisors LLC 2.59% Add +19.1% 642,173 $44.8M
Schneider Downs Wealth Management Advisors, LP 4.93% Add +3.5% 641,602 $44.8M
Santa Clara Valley Transportation Authority 36.61% Add +1.0% 631,143 $44.0M
MPS Loria Financial Planners, LLC 11.59% Reduce -6.9% 629,977 $43.9M
Ironwood Wealth Management, LLC. 12.59% Add +0.9% 629,332 $43.9M
Heck Capital Advisors, LLC 3.23% Reduce -22.4% 623,399 $43.5M
Concurrent Investment Advisors, LLC 0.47% Add +30.3% 618,497 $43.1M
Money Concepts Capital Corp. 2.38% New 618,127 $43.1M
Independent Advisor Alliance 0.46% Add +4544.7% 612,221 $42.7M
GenTrust, LLC 1.83% Reduce -1.6% 612,121 $42.7M
Rakuten Investment Management, Inc. 0.09% Add +100.0% 647,368 $42.5M
iA Global Asset Management Inc. 0.60% Reduce -23.5% 608,004 $42.4M
Signaturefd, LLC 0.65% Reduce -0.9% 603,973 $42.1M
SCS Capital Management LLC 0.44% Add +4.1% 601,676 $42.0M
Wescott Financial Advisory Group, LLC 3.67% Reduce -0.9% 600,674 $41.9M
Chai Trust Co. LLC 3.51% No change 594,544 $41.5M
First Citizens Bank & Trust Co. 0.87% Reduce -2.8% 593,577 $41.4M
Equitable Holdings, Inc. 0.26% Add +6.1% 607,461 $40.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.60% Reduce -4.3% 584,263 $40.8M
Magnus Financial Group LLC 3.31% Add +3.0% 579,438 $40.4M
Red Cedar Investment Management, LLC 4.14% Add +0.2% 572,887 $40.0M
Trek Financial, LLC 2.06% Reduce -12.6% 556,491 $38.8M
Pure Financial Advisors, LLC 0.56% Add +6.4% 555,832 $38.8M
Wellspring Financial Advisors, LLC 2.89% Add +14.7% 873,978 $38.6M
Lido Advisors, LLC 0.15% Reduce -35.9% 551,029 $38.4M
Archford Capital Strategies, LLC 4.38% Add +37.2% 547,940 $38.2M
BLB&B Advisors, LLC 1.57% Reduce -1.1% 546,091 $38.1M
Exencial Wealth Advisors, LLC 1.18% Add +5.0% 545,669 $38.1M
Shepherd Financial Partners LLC 3.57% Reduce -7.5% 538,869 $37.6M
Alaska Wealth Advisors, LLC 4.51% Add +11.7% 538,809 $37.6M
WealthPlan Investment Management, LLC 2.07% Add +39.8% 531,492 $37.1M
Strategic Investment Advisors / MI 2.54% Add +14.1% 527,810 $36.8M
UMB Bank, n.a. 0.51% Add +40.8% 527,146 $36.8M
Pathway Financial Advisors LLC 4.54% Add +10.4% 527,586 $36.7M
First Financial Bank - Trust Division 2.88% Add +8.8% 512,778 $35.8M
Brand Asset Management Group, Inc. 9.21% Reduce -0.9% 507,751 $35.4M
Trustees of Dartmouth College 13.93% Reduce -32.5% 502,452 $35.0M
Fifth Third Wealth Advisors LLC 1.18% Add +13.3% 498,925 $34.8M
Main Management ETF Advisors, LLC 1.30% Add +18.9% 497,980 $34.7M
Sagespring Wealth Partners, LLC 0.62% Reduce -79.8% 486,116 $33.9M
Financial Management Professionals, Inc. 3.80% Reduce -2.0% 485,232 $33.8M
Klingman & Associates, LLC 1.64% Add +5.1% 484,089 $33.8M
Wellington Management Group LLP 0.01% Add +25.3% 480,165 $33.5M
Brown Brothers Harriman & Co. 0.18% Add +323.1% 478,619 $33.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.3% 475,080 $33.1M
Capital Planning Advisors, LLC 4.75% Add +2.4% 471,250 $32.9M
Daiwa Securities Group Inc. 0.09% Add +20.5% 469,500 $32.7M
Foster Group, Inc. 0.97% Reduce -2.0% 466,690 $32.6M
Tsfg, LLC 4.90% Add +0.6% 462,975 $32.3M
Sterling Capital Management LLC 0.61% Reduce -4.8% 459,375 $32.0M
LMCG Investments, LLC 1.90% Add +0.6% 458,847 $32.0M
Disciplina Capital Management LLC 3.39% Add +19.3% 457,971 $31.9M
OneDigital Investment Advisors LLC 0.31% Add +26.7% 457,355 $31.9M
Nan Shan Life Insurance Co., Ltd. 1.15% New 456,506 $31.8M
Lowe Brockenbrough & Co. Inc. 1.56% Add +2.5% 449,411 $31.3M
Harbor Capital Advisors, Inc. 2.53% Reduce -25.4% 448,424 $31.3M
Stone House Investment Management, LLC 5.60% Reduce -7.4% 448,381 $31.3M
Johnson Financial Group, Inc. 1.13% Reduce -6.8% 448,274 $31.3M
Curi Capital, LLC 0.55% Add +46.2% 444,396 $31.0M
Global Strategic Investment Solutions, LLC 3.03% Reduce -5.3% 441,563 $30.8M
Simon Quick Advisors, LLC 1.41% Reduce -10.9% 441,236 $30.8M
Leverty Financial Group, LLC 6.75% Add +0.8% 437,551 $30.5M
Mgo One Seven LLC 0.60% Reduce -3.9% 431,527 $30.1M
Rockbridge Investment Management, LCC 2.69% Add +2.9% 429,197 $29.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.68% Reduce -45.3% 424,155 $29.6M
GAMMA Investing LLC 1.38% Add +19.5% 423,794 $29.6M
Parallel Advisors, LLC 0.53% Add +25.0% 423,028 $29.5M
Mutual of America Capital Management LLC 0.33% Reduce -1.7% 419,998 $29.3M
SteelPeak Wealth, LLC 0.92% Reduce -16.5% 419,980 $29.3M
O'shaughnessy Asset Management, LLC 0.15% Add +104.4% 417,910 $29.1M
World Investment Advisors 0.47% Add +30.6% 417,822 $29.1M
Inherent Management Corp. 14.73% No change 415,605 $29.0M
Kestra Private Wealth Services, LLC 0.35% Add +1.3% 411,337 $28.7M
Rock Creek Group LLC 2.86% Add +17.1% 404,806 $28.2M
Affinity Capital Advisors, LLC 3.96% Add +6.1% 404,774 $28.2M
Nottingham Advisors, Inc. 3.62% Add +1.0% 403,252 $28.1M
Blair William & Co. 0.08% Add +10.0% 402,463 $28.1M
Tobias Financial Advisors, Inc. 3.89% Add +0.8% 400,843 $28.0M
Summit Financial, LLC 0.36% Add +60.8% 399,985 $27.9M
Ayalon Insurance Comp Ltd. 5.61% Add +36.0% 394,104 $27.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +20.5% 393,757 $27.5M
Facet Wealth, Inc. 0.47% Add +32.4% 392,613 $27.4M
KWB Wealth 2.69% Reduce -1.3% 404,985 $27.2M
NorthCoast Asset Management LLC 0.62% Add +62.0% 383,067 $26.7M
Quadrant Capital Group LLC 0.79% Reduce -1.5% 377,699 $26.3M
Scotia Capital Inc. 0.11% Add +37.2% 377,570 $26.3M
Hengehold Capital Management LLC 2.30% Add +44.9% 377,205 $26.3M
Grove Bank & Trust 2.93% Add +3.5% 371,688 $25.9M
Becker Capital Management Inc. 0.76% Reduce -9.1% 371,531 $25.9M
DT Investment Partners, LLC 2.15% Add +4.0% 370,432 $25.8M
Peapack Gladstone Financial Corp. 0.33% Add +12.6% 369,821 $25.8M
Crescent Grove Advisors, LLC 2.54% Add +3.5% 367,043 $25.6M
Constellation Investments, Inc. 0.85% No change 365,482 $25.5M
RKL Wealth Management LLC 2.29% Reduce -8.0% 365,386 $25.5M
Nomura Asset Management International Inc. 0.04% Reduce -16.9% 364,733 $25.4M
Sharkey, Howes & Javer 3.42% Reduce -17.3% 364,172 $25.4M
Integrity Alliance, Llc. 0.97% Add +4.8% 363,899 $25.4M
Empowered Funds, LLC 0.16% Add +44.3% 363,149 $25.3M
Eq LLC 7.12% Add +54.1% 362,131 $25.3M
Elgethun Capital Management 4.17% Reduce -0.4% 361,398 $25.2M
Auto-Owners Insurance Co 0.53% No change 360,000 $25.1M
New York Life Investment Management LLC 0.21% Reduce -8.7% 356,152 $24.8M
Vontobel Holding Ltd. 0.09% Add +2.3% 355,672 $24.8M
Inspire Trust Co, N.A. 3.77% Add +21.0% 350,000 $24.4M
Clearstead Advisors, LLC 0.22% Add +164.6% 347,801 $24.3M
Elevation Point Wealth Partners, LLC 0.57% Add +24.3% 344,818 $24.1M
AQR Capital Management 0.01% Add +52.6% 343,722 $24.0M
IFP Advisors, Inc 0.49% Add +20.4% 341,201 $23.8M
Gateway Wealth Partners, LLC 0.93% Add +283.0% 341,149 $23.8M
Smithfield Trust Co 1.03% Add +1.1% 339,527 $23.7M
Ashton Thomas Private Wealth, LLC 0.56% Add +1.4% 339,108 $23.7M
Modern Wealth Management, LLC 0.41% Add +18.4% 336,517 $23.7M
Pinnacle Financial Partners, Inc. 0.18% Add +20.4% 338,668 $23.6M
Waverly Advisors, LLC 0.18% Add +7.7% 335,900 $23.4M
Triad Wealth Partners, LLC 1.84% Reduce -19.3% 333,512 $23.3M
Citizens & Northern Corp. 5.79% Add +0.3% 332,751 $23.2M
Bridges Investment Management Inc. 0.31% Reduce -19.4% 332,484 $23.2M
Towercrest Capital Management 3.60% Add +4.5% 330,816 $23.1M
PAX Financial Group, LLC 3.93% Add +1.1% 330,707 $23.1M
Abound Wealth Management 5.22% Add +2.2% 329,392 $23.0M
WASHINGTON TRUST Co 0.76% Add +4.9% 323,589 $22.6M
JFS Wealth Advisors, LLC 1.26% Reduce -0.3% 322,818 $22.5M
Sentinel Trust Co. Lba 2.23% Reduce 0.0% 321,673 $22.4M
Cabot-Wellington, LLC 6.53% Add +3.6% 316,527 $22.1M
Diversify Wealth Management, LLC 0.39% Add +53.2% 286,067 $22.0M
Resonant Capital Advisors, LLC 1.15% Reduce -12.6% 314,864 $22.0M
Atlanta Consulting Group Advisors, LLC 4.71% Add +193.5% 314,159 $21.9M
MLG Wealth Management DBA Pine Grove Financial Group 2.53% Reduce -4.7% 312,099 $21.8M
Glenmede Trust Co. NA 0.11% Reduce -3.0% 311,693 $21.7M
Arkos Global Advisors 2.73% Add +5.6% 311,610 $21.7M
St. Clair Advisors, LLC 5.72% Reduce -4.4% 308,187 $21.5M
Coldstream Capital Management Inc. 0.27% Reduce -0.4% 308,024 $21.5M
Advisory Services Network, LLC 0.29% Add +11.5% 307,660 $21.5M
Orgel Wealth Management, LLC 0.46% Reduce -4.3% 306,540 $21.4M
Tortoise Investment Management, LLC 1.77% Reduce -0.8% 306,530 $21.4M
Bank of Hawaii 1.11% Add +0.1% 304,048 $21.2M
MassMutual Private Wealth & Trust, FSB 0.56% Add +2.2% 297,448 $20.7M
Rothschild Wealth LLC 1.87% Add +5.2% 296,472 $20.7M
Midwest Trust Co 0.26% Add +6.4% 295,306 $20.6M
Swmg, LLC 5.88% Reduce -9.8% 295,192 $20.6M
Wealth Alliance, LLC 2.02% Reduce -13.8% 293,391 $20.5M
Apollon Wealth Management, LLC 0.33% Reduce -0.2% 290,243 $20.2M
WealthShield Partners, LLC 2.24% Reduce -6.0% 288,440 $20.1M
Meridian Wealth Partners, LLC 2.75% Add +2.0% 286,940 $20.0M
Keystone Financial Group 1.37% Add +16.7% 286,188 $20.0M
Rehmann Capital Advisory Group 1.03% Reduce -0.1% 283,937 $19.8M
Perigon Wealth Management, LLC 0.36% Add +4.7% 283,869 $19.8M
Fiducient Advisors LLC 2.58% Reduce -22.4% 282,735 $19.7M
Iowa State Bank 3.57% Add +30.2% 277,958 $19.4M
Keystone Financial Services 5.68% Add +7.4% 277,522 $19.4M
Marion Wealth Management 4.28% Reduce -9.2% 276,560 $19.3M
NewEdge Wealth, LLC 0.23% Reduce -2.0% 275,237 $19.2M
Maple Capital Management, Inc. 1.27% New 272,717 $19.0M
Ewa, LLC 4.30% Add +260.5% 271,214 $18.9M
Condor Capital Management 1.58% Add +4.5% 271,201 $18.9M
Strategic Blueprint, LLC 1.09% Reduce -21.1% 268,291 $18.7M
Wealthspire Retirement, LLC 1.12% Reduce -1.6% 268,119 $18.7M
Appleton Partners Inc. 1.30% Add +0.4% 267,008 $18.6M
Liberty Wealth Management LLC 2.33% Add +30.9% 266,950 $18.6M
Sterling Investment Advisors LLC 8.91% Reduce -4.3% 266,241 $18.6M
Vise Technologies, Inc. 0.36% No change 275,113 $18.5M
Gallagher Fiduciary Advisors, LLC 0.72% Reduce -2.7% 264,491 $18.4M
HCR Wealth Advisors 1.91% Add +2.0% 263,874 $18.4M
Catalyst Financial Partners LLC 2.17% Add +7.9% 263,795 $18.4M
Simplicity Wealth,LLC 1.04% Add +2.8% 263,682 $18.4M
Stephens Group Asset Management, LLC 1.17% Add +10.5% 262,867 $18.3M
Guidance Capital, Inc. 4.08% Reduce -0.6% 227,066 $18.2M
Angeles Investment Advisors, LLC 1.21% Reduce -0.9% 257,050 $17.9M
State Farm Mutual Automobile Insurance Co. 0.01% Add +31.1% 256,586 $17.9M
Chilton Capital Management LLC 0.62% Add +4.2% 254,972 $17.8M
Apeiron RIA LLC 4.11% Add +1.6% 254,366 $17.7M
Associated Banc-Corp 0.47% Add +4.1% 254,056 $17.7M
Veery Capital, LLC 5.43% Add +8.2% 254,015 $17.7M
First American Trust, FSB 1.19% Add +1711.8% 253,962 $17.7M
Spire Wealth Management 0.60% Reduce -3.6% 253,597 $17.7M
Portland Global Advisors LLC 1.88% Add +0.9% 253,371 $17.7M
Regal Investment Advisors LLC 1.02% Reduce -7.5% 253,252 $17.7M
Mesirow Financial Investment Management, Inc. 0.29% Add +37.7% 252,832 $17.6M
Ashton Thomas Securities, LLC 2.20% New 251,369 $17.5M
Eastern Bank 0.30% Add +1341.1% 250,558 $17.5M
Scarborough Advisors, LLC 1.87% Reduce -60.9% 244,795 $17.1M
Marks Group Wealth Management, Inc 1.63% Add +7.7% 242,992 $16.9M
CI Investments Inc. 0.08% Add +22.5% 236,240 $16.5M
EP Wealth Advisors, LLC 0.08% Add +4.7% 235,805 $16.4M
Glenview Trust Co 0.26% Add +0.5% 233,746 $16.3M
First Hawaiian Bank 2.27% Add +8.3% 233,174 $16.3M
Columbia Bank 4.64% Reduce -2.9% 233,136 $16.3M
Cascade Financial Partners, LLC 1.68% Reduce -4.2% 233,107 $16.3M
Shakespeare Wealth Management, LLC 3.82% Reduce -2.1% 231,530 $16.1M
McGlone Suttner Wealth Management, Inc. 2.13% Add +4.2% 231,126 $16.1M
Neumann Capital Management, LLC 4.73% Add +1.8% 230,152 $16.1M
Allworth Financial LP 0.06% Add +2.2% 227,519 $15.9M
Opus Capital Group, LLC 1.71% Reduce -0.8% 227,297 $15.9M
SVB Wealth LLC 1.04% Reduce -8.6% 226,485 $15.8M
Madrona Financial Services, LLC 3.43% Add +82.1% 224,549 $15.7M
BSW Wealth Partners 1.91% Reduce -1.9% 224,443 $15.7M
Quantinno Capital Management LP 0.03% Add +17.1% 222,377 $15.5M
Twele Capital Management, Inc. 2.75% Reduce -6.1% 221,123 $15.4M
Ascent Wealth Partners, LLC 1.78% New 220,156 $15.4M
Composition Wealth, LLC 0.21% Add +10.2% 219,323 $15.3M
AMG National Trust Bank 0.33% Add +25.9% 217,489 $15.2M
Invst, LLC 1.70% Reduce -9.2% 215,308 $15.0M
Renaissance Technologies 0.02% New 215,200 $15.0M
Acima Private Wealth, LLC 4.69% Add +0.1% 214,310 $14.9M
VAUGHAN & Co SECURITIES, INC. 7.78% Reduce -3.1% 213,465 $14.9M
Columbus Macro, LLC 1.59% Add +1.7% 212,817 $14.8M
Myriad Asset Management US LP 22.17% Add +175.5% 211,902 $14.8M
Baron Silver Stevens Financial Advisors, LLC 2.14% Add +6.5% 211,440 $14.7M
Kilter Group LLC 6.35% Add +1.4% 210,756 $14.7M
River Wealth Advisors LLC 1.68% Add +43.9% 209,199 $14.6M
Hobbs Group Advisors, LLC 4.35% Add +4.5% 208,496 $14.5M
Prudential Financial Inc. 0.02% Reduce -4.2% 207,800 $14.5M
Evermay Wealth Management LLC 1.60% Add +4.9% 206,596 $14.4M
PDS Planning, Inc 0.95% Reduce -0.1% 205,488 $14.3M
Kelly Financial Services LLC 3.45% Reduce -41.8% 205,598 $14.3M
Avidian Wealth Enterprises, LLC 0.45% Reduce -14.8% 204,962 $14.3M
Ancora Advisors LLC 0.30% Add +8.8% 204,269 $14.2M
Nomura Asset Management Co. Ltd. 0.04% Add +0.0% 202,100 $14.1M
Financial Engines Advisors L.L.C. 0.03% Reduce -5.2% 200,839 $14.0M
Lineweaver Wealth Advisors, LLC 1.88% Add +1.7% 200,011 $14.0M
Allianz Asset Management GmbH 0.02% Reduce -69.8% 199,650 $13.9M
Checchi Capital Advisers, LLC 0.95% Add +2.5% 199,294 $13.9M
Fairview Capital Investment Management, LLC 0.75% Add +81.3% 199,086 $13.9M
Capital Advisors Wealth Management, LLC 1.86% Add +2268.7% 198,992 $13.9M
Snowden Capital Advisors LLC 0.37% Add +6.3% 198,945 $13.9M
FDx Advisors, Inc. 4.33% New 194,533 $13.6M
Regent Peak Wealth Advisors LLC 2.75% Add +3653.3% 193,560 $13.5M
Sovereign Investment Advisors, LLC 2.86% No change 193,455 $13.5M
KFA Private Wealth Group, LLC 3.23% Reduce -3.4% 192,909 $13.5M
Smith & Howard Wealth Management, LLC 2.88% Reduce -0.8% 191,210 $13.3M
Elevated Financial Group LLC 4.41% Add +12.8% 190,826 $13.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Reduce -33.0% 190,457 $13.3M
Hi-Line Capital Management, LLC 4.17% Add +11.2% 190,395 $13.3M
Founders Financial Securities LLC 0.75% Reduce -0.2% 178,641 $13.2M
Astoria Portfolio Advisors LLC. 2.82% Reduce -19.7% 169,267 $13.2M
Crestwood Advisors Group, LLC 0.22% Add +8.0% 188,998 $13.2M
Callan Family Office, LLC 0.30% Add +68.0% 187,818 $13.1M
Astoria Strategic Wealth, Inc. 3.31% Reduce -1.1% 187,191 $13.1M
McKinley Carter Wealth Services, Inc. 0.75% Reduce -43.4% 186,059 $13.0M
Insight Wealth Strategies, LLC 1.45% Add +61.4% 185,574 $12.9M
Beacon Advisors Holdings, LLC 6.91% Add +0.2% 185,342 $12.9M
Evolve Private Wealth, LLC 0.69% Add +24.1% 185,240 $12.9M
Nepc LLC 0.25% Reduce -1.2% 183,588 $12.8M
Atlantic Edge Private Wealth Management, LLC 3.15% Add +5.7% 183,411 $12.8M
Ackerman Capital Advisors, LLC 2.62% Add +24.1% 183,347 $12.8M
Ieq Capital, LLC 0.06% Add +24.2% 182,644 $12.7M
Apella Capital, LLC 0.19% Reduce -9.5% 162,808 $12.7M
Probity Advisors, Inc. 2.01% Add +0.0% 182,019 $12.7M
First National Trust Co 0.43% Add +422.7% 181,906 $12.7M
Hamilton Capital, LLC 0.65% Add +7.8% 179,838 $12.5M
Blueprint Investment Partners LLC 1.28% Reduce -29.4% 179,458 $12.5M
Beacon Harbor Wealth Advisors, Inc. 2.62% Reduce -50.8% 178,920 $12.5M
May Hill Capital, LLC 3.09% Add +3.5% 176,307 $12.3M
Flywheel Private Wealth LLC 6.96% Add +1.8% 175,202 $12.2M
Bay Harbor Wealth Management, LLC 3.17% Reduce -7.6% 175,040 $12.2M
KM Capital Management Ltd. 8.17% Reduce -1.9% 148,001 $12.1M
Emerald Advisors, LLC 1.50% Add +7.9% 173,761 $12.1M
Sumitomo Life Insurance Co. 0.28% Reduce -46.6% 173,000 $12.1M
Fiduciary Trust Co 0.14% Add +66.6% 172,943 $12.1M
Natixis Advisors, LLC 0.02% Add +45.4% 172,854 $12.1M
Avalon Capital Management 3.40% Add +54.1% 172,730 $12.0M
Strategic Investment Management, LLC 4.99% Reduce -61.5% 171,305 $11.9M
Frontier Asset Management, LLC 2.49% Add +50.3% 170,366 $11.9M
Keebeck Wealth Management 1.32% Reduce -4.6% 168,454 $11.7M
Marble Wealth, LLC 2.06% Add +39.0% 168,363 $11.7M
Black Diamond Financial, LLC 1.28% Add +7.1% 168,232 $11.7M
Mather Group, Llc. 0.12% Reduce -5.7% 168,075 $11.7M
Tarbox Family Office, Inc. 1.90% Reduce -2.4% 167,757 $11.7M
Perennial Investment Advisors, LLC 0.93% Add +6.2% 166,397 $11.6M
Storen Legacy Partners, LLC 3.63% New 165,905 $11.6M
Patriot Investment Management Group, Inc. 0.73% Reduce -2.3% 163,502 $11.4M
Dorsey & Whitney Trust CO LLC 0.63% Add +3.6% 163,265 $11.4M
WLTH Capital Management, LLC 8.85% Reduce -0.4% 161,916 $11.3M
Advyzon Investment Management, LLC 1.01% Add +38.0% 161,592 $11.3M
Webster Bank, N. A. 1.06% Add +4.5% 161,062 $11.2M
Alliance Wealth Management Group 2.46% Add +6.0% 160,843 $11.2M
Wakefield Asset Management LLLP 2.97% Add +0.0% 160,590 $11.2M
Lansing Street Advisors 2.83% Add +22.6% 160,554 $11.2M
Lloyd Advisory Services, LLC. 3.20% Add +433.0% 160,144 $11.2M
Kingdom Financial Group LLC. 3.20% Add +4.7% 160,144 $11.2M
Vicus Capital 0.82% Reduce -9.4% 160,057 $11.2M
1832 Asset Management L.P. 0.01% Add +1506.1% 159,634 $11.1M
Single Point Partners, LLC 2.20% Add +0.5% 158,237 $11.0M
WCG Wealth Advisors LLC 0.31% Add +11.6% 157,363 $11.0M
Endeavor Private Wealth, Inc. 3.14% Add +5.9% 156,925 $10.9M
Wealthquest Corp 0.77% Reduce -1.1% 156,103 $10.9M
Stratos Wealth Advisors, LLC 0.67% Add +0.9% 155,554 $10.8M
One Capital Management, LLC 0.30% Add +20.0% 155,412 $10.8M
AXA S.A. 4.20% No change 154,400 $10.8M
Richard P Slaughter Associates Inc 2.33% Add +28.7% 154,132 $10.8M
Twin Focus Capital Partners, LLC 1.23% Reduce -1.8% 153,917 $10.7M
Smartleaf Asset Management LLC 0.39% Add +23.8% 159,239 $10.7M
Financial Advisors Network, Inc. 1.48% Add +2.1% 153,366 $10.7M
eCIO, Inc. 4.65% Add +110.5% 151,881 $10.6M
Aspect Partners, LLC 4.32% Add +27.0% 151,583 $10.6M
Brooklyn FI, LLC 2.22% Add +3.2% 151,583 $10.6M
Acropolis Investment Management, LLC 0.47% Reduce -1.6% 151,521 $10.6M
Next Capital Management LLC 3.20% Add +6.4% 151,521 $10.6M
CFS Investment Advisory Services, LLC 0.73% Reduce -57.5% 134,910 $10.5M
Avantax Planning Partners, Inc. 0.29% Reduce -2.6% 150,955 $10.5M
Sigma Planning Corp 0.29% Add +9.5% 150,782 $10.5M
Sovran Advisors, LLC 0.82% Reduce -9.6% 133,574 $10.5M
Oak Root LLC 1.27% Reduce -8.4% 149,853 $10.5M
Winthrop Advisory Group LLC 0.85% Add +9.4% 149,752 $10.4M
Omega Financial Group, LLC 3.44% Add +4.7% 149,522 $10.4M
Shelter Ins Retirement Plan 11.56% No change 148,902 $10.4M
North Berkeley Wealth Management, LLC 5.44% Add +1.5% 147,504 $10.3M
Twin Peaks Wealth Advisors, LLC 2.58% Add +4.6% 147,108 $10.3M
Lazard Asset Management LLC 0.02% Reduce -12.3% 146,811 $10.2M
PKO Investment Management Joint-Stock Co 0.86% Add +44.4% 146,543 $10.2M
Bell Investment Advisors, Inc 1.60% Reduce -6.0% 146,310 $10.2M
Arkadios Wealth Advisors 0.17% Reduce 0.0% 145,191 $10.1M
Missouri Trust & Investment Co 2.97% Reduce -2.5% 145,164 $10.1M
Graybill Wealth Management, LTD. 3.08% Reduce -0.1% 145,082 $10.1M
Beirne Wealth Consulting Services, LLC 2.86% Reduce -6.2% 144,793 $10.1M
Fortitude Family Office, LLC 2.27% Add +8.4% 144,577 $10.1M
Galvin, Gaustad & Stein, LLC 0.82% Add +46.4% 144,150 $10.1M
Ssi Investment Management LLC 0.82% Reduce -24.2% 142,537 $9.9M
Lake Street Private Wealth, LLC 1.27% Add +74.8% 142,380 $9.9M
Adaptive Financial Consulting, LLC 3.80% Add +5.2% 142,209 $9.9M
Fairway Wealth LLC 2.59% Add +4.4% 140,864 $9.8M
Rwa Wealth Partners, LLC 0.11% Add +15.2% 140,034 $9.8M
Roth Financial Partners LLC 3.32% Add +0.6% 139,749 $9.7M
Conning Inc. 0.33% No change 137,998 $9.6M
Community Bank, N.A. 1.15% Reduce -0.0% 137,915 $9.6M
Titleist Asset Management, LLC 0.73% Add +18.0% 137,711 $9.6M
Sowell Financial Services LLC 0.36% Reduce -3.0% 137,669 $9.6M
WBH Advisory Inc. 0.72% Add +12.8% 136,447 $9.6M
Prosperity Consulting Group, LLC 0.43% Add +43.1% 137,441 $9.6M
Rogco, LP 3.19% Add +0.2% 137,083 $9.6M
Martel Wealth Advisors LLC 1.63% Reduce -6.1% 137,007 $9.6M
Birchbrook, Inc. 4.68% Reduce -2.1% 136,927 $9.6M
Compagnie Lombard Odier SCmA 0.12% Add +27.5% 136,633 $9.5M
RPTC Inc. 1.67% Reduce -2.3% 136,597 $9.5M
Capital Investment Advisors, LLC 0.14% Add +43.2% 135,554 $9.5M
Brandywine Oak Private Wealth LLC 0.79% Add +5.7% 135,526 $9.5M
Blue Edge Capital, LLC 1.25% Reduce -42.2% 135,381 $9.4M
Atlantic Union Bankshares Corp 0.18% Add +35.3% 133,729 $9.3M
Great Lakes Advisors, LLC 0.08% Add +29.0% 133,579 $9.3M
Aptus Capital Advisors, LLC 0.08% Reduce -3.6% 133,384 $9.3M
Beacon Bridge Wealth Partners, LLC 3.08% Add +7.8% 131,719 $9.2M
Allianz SE 0.10% Add +1.9% 131,050 $9.1M
Florida Trust Wealth Management Co 0.26% Add +3.0% 130,922 $9.1M
Alvarez & Marsal Private Wealth Partners, LLC 1.28% Add +2969.4% 130,265 $9.1M
Central Pacific Bank - Trust Division 1.19% Reduce -5.7% 128,623 $9.0M
Resolute Wealth Advisor, Inc. 5.07% — 127,621 $8.9M
First Trust Advisors LP 0.01% Reduce -2.2% 127,240 $8.9M
VPR Management LLC 3.53% No change 126,800 $8.8M
Synergy Investment Management, LLC 2.89% Reduce -15.6% 126,554 $8.8M
Matthew Goff Investment Advisor, LLC 1.47% Reduce -0.1% 126,446 $8.8M
LiftPoint Family Wealth Advisors LLC 7.30% Add +5.1% 126,394 $8.8M
Keeler & Nadler Financial Planning & Wealth Management 2.99% Add +6.9% 126,216 $8.8M
TSA Wealth Managment LLC 2.84% Reduce -35.0% 126,189 $8.8M
DE Burlo Group Inc. 1.99% Reduce -71.4% 125,950 $8.8M
Jaffetilchin Investment Partners, LLC 0.52% Add +182.1% 125,776 $8.8M
Ascent Group, LLC 0.30% Reduce -6.8% 125,774 $8.8M
Ausdal Financial Partners, Inc. 0.39% Add +6.7% 124,885 $8.7M
True Vision MN LLC 4.46% Reduce -11.8% 124,107 $8.7M
Guidance Point Advisors, LLC 2.09% Reduce -0.7% 123,447 $8.6M
Sage Financial Group Inc. 0.56% Add +1502.7% 122,865 $8.6M
Argent Trust Co 0.29% Add +65.5% 122,416 $8.5M
Sachem Hill LLC 1.65% Reduce -3.3% 122,401 $8.5M
SageView Advisory Group, LLC 0.31% Add +17.6% 122,391 $8.5M
Ameritas Advisory Services, LLC 0.33% Reduce -2.5% 122,279 $8.5M
National Bank of Canada 0.01% Reduce -44.6% 121,671 $8.5M
Evensky & Katz LLC 0.48% Reduce -9.8% 121,363 $8.5M
Signet Financial Management, LLC 0.95% Reduce -9.3% 121,227 $8.5M
Harbour Investments, Inc. 0.13% Add +269.0% 120,852 $8.4M
Geneva Partners, LLC 4.04% New 120,715 $8.4M
Allegiance Financial Group Advisory Services LLC 1.67% Add +8.4% 120,636 $8.4M
Versant Capital Management, Inc 0.83% New 120,588 $8.4M
FIL Ltd 0.01% Reduce -13.9% 120,567 $8.4M
Maia Wealth LLC 1.42% Reduce -16.9% 120,555 $8.4M
YHB Investment Advisors, Inc. 0.60% Add +4.9% 120,029 $8.4M
GoalVest Advisory LLC 1.63% Add +472.6% 119,839 $8.4M
McNaughton Wealth Management, LLC 3.46% Reduce -13.2% 119,784 $8.4M
Northern Lights Advisors, Inc. 5.65% Add +0.3% 119,630 $8.3M
Texas Yale Capital Corp. 0.24% Add +1.4% 119,070 $8.3M
GAM Holding AG 0.73% Reduce -1.8% 118,528 $8.3M
Avid Wealth Partners LLC 3.90% Add +4.6% 118,272 $8.2M
Aspirean Wealth, LLC 8.96% Add +1.5% 118,235 $8.2M
Geneos Wealth Management Inc. 0.19% Add +44.9% 117,812 $8.2M
Broadview Financial Management, LLC 5.59% Reduce -5.2% 117,308 $8.2M
Smith, Moore & Co. 0.59% Add +8.0% 115,379 $8.0M
Americana Partners, LLC 0.21% Add +14.3% 115,302 $8.0M
Amica Mutual Insurance Co. 0.69% New 114,821 $8.0M
Bank of Stockton 2.47% Reduce -6.4% 114,429 $8.0M
Kickstand Ventures, Llc. 1.67% Reduce -5.5% 113,515 $7.9M
Sequoia Financial Advisors, LLC 0.04% Reduce -2.7% 113,506 $7.9M
Federated Hermes, Inc. 0.01% Add +10.8% 113,000 $7.9M
Crane Advisory, LLC 1.17% Add +11.9% 102,203 $7.8M
Core Wealth Advisors, LLC 6.00% Reduce -10.8% 111,787 $7.8M
Cornerstone Wealth Group, LLC 0.50% Reduce -50.2% 101,913 $7.8M
Financial Council, LLC 3.00% Add +4.7% 111,575 $7.8M
Emergent Wealth Advisors, LLC 4.60% Add +28.0% 111,567 $7.8M
Salomon & Ludwin, LLC 0.69% Reduce -2.8% 111,871 $7.8M
First United Bank & Trust 2.52% Add +61.0% 111,469 $7.8M
LifeWealth Investments, LLC 2.32% Add +17.7% 111,442 $7.8M
Independent Financial Group, LLC 0.17% Add +59.7% 111,306 $7.8M
One Wealth Capital Management, LLC 3.39% Reduce -13.1% 100,363 $7.8M
Csenge Advisory Group 0.35% Reduce -6.6% 111,115 $7.8M
Pinion Investment Advisors, LLC 1.81% Add +618.3% 110,860 $7.7M
Polaris Investment Advisors, LLC 5.63% Reduce -0.3% 110,795 $7.7M
Patriot Financial Group Insurance Agency, LLC 0.44% Add +41.7% 110,760 $7.7M
LBMC Investment Advisors, LLC 0.47% Add +0.0% 110,648 $7.7M
Cypress Wealth Services, LLC 1.09% Reduce -9.9% 110,616 $7.7M
BCGM Wealth Management, LLC 1.93% Reduce -35.9% 110,347 $7.7M
Mission Wealth Management, LP 0.16% Reduce -4.1% 109,936 $7.7M
Everett Harris & Co. 0.10% Reduce -0.3% 109,429 $7.6M
Jefferies Financial Group Inc. 0.10% New 109,163 $7.6M
Axiom Investors LLC 0.08% Reduce -30.3% 108,300 $7.6M
Claro Advisors Inc. 0.91% Reduce -35.1% 108,153 $7.5M
Bryant Woods Investment Advisors, LLC 2.76% Reduce -2.8% 107,683 $7.5M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -4.3% 106,337 $7.4M
Parr McKnight Wealth Management Group, LLC 0.97% Add +29.5% 106,335 $7.4M
Sage Advisory Services, Ltd.Co. 4.05% Add +27.5% 106,101 $7.4M
AdvisorNet Financial, Inc 0.38% Add +3.0% 106,069 $7.4M
First Citizens Asset Management, Inc. 2.62% Add +1.6% 106,046 $7.4M
D.A. Davidson & Co. 0.04% Add +59.8% 105,852 $7.4M
Quadrant Private Wealth Management, LLC 1.14% Reduce -21.5% 105,234 $7.3M
Sigma Investment Counselors Inc. 0.38% Reduce -2.8% 103,770 $7.2M
Boston Research & Management Inc. 1.71% Reduce -0.6% 103,306 $7.2M
Crewe Advisors LLC 0.61% Add +51.7% 103,225 $7.2M
Capital Asset Advisory Services LLC 0.28% Add +6.8% 92,599 $7.2M
Prospera Financial Services Inc 0.12% Add +109.5% 102,768 $7.2M
Ironsides Asset Advisors, LLC 1.79% No change 102,090 $7.1M
Causey Wealth LLC 3.02% Reduce -5.9% 101,963 $7.1M
Elmwood Wealth Management, Inc. 1.96% Add +67.3% 101,818 $7.1M
Sentinel Advisory Group, LLC 3.45% — 101,452 $7.1M
First Merchants Corp. 0.27% Add +17.7% 101,361 $7.1M
Boston Trust Walden Corp 0.06% Add +1435.8% 101,196 $7.1M
Heritage Investors Management Corp. 0.21% Reduce -2.5% 100,652 $7.0M
10Elms LLP 4.84% Add +34.5% 100,608 $7.0M
United Financial Planning Group LLC 4.13% Reduce -0.7% 100,070 $7.0M
Courier Capital LLC 0.39% Add +2.3% 100,060 $7.0M
Fort Point Capital Partners LLC 0.91% Reduce -3.3% 99,952 $7.0M
Peak Wealth Management LLC 5.71% Add +5.2% 99,717 $7.0M
Galilei Investment Office LLP 3.60% No change 99,500 $6.9M
Chicago Wealth Management, Inc. 2.77% New 99,330 $6.9M
Cornerstone Planning Group LLC 0.92% Add +29.2% 86,362 $6.9M
First National Bank of Omaha 0.21% Add +7.3% 102,078 $6.9M
Encompass Wealth Advisors, LLC 2.39% Add +1.9% 98,603 $6.9M
Howard Bailey Securities, LLC 2.80% Reduce -0.8% 97,693 $6.8M
Laird Norton Wetherby Trust Company, LLC 0.15% Reduce -0.0% 97,618 $6.8M
Hancock Whitney Corp. 0.12% Add +1.3% 89,747 $6.8M
MTC Wealth Management LLC 3.21% Reduce -39.3% 97,018 $6.8M
Pointe Capital Management LLC 3.34% Add +2.5% 96,689 $6.7M
Davis Wealth Advisors, LLC 5.60% Reduce -3.3% 96,562 $6.7M
Richmond Investment Services, LLC 1.08% Add +147.7% 96,163 $6.7M
Tepp RIA, LLC 5.24% New 95,937 $6.7M
Alliance Private Wealth, LLC 2.40% Add +0.6% 95,834 $6.7M
Able Wealth Management LLC 1.78% Add +866.5% 95,545 $6.7M
Fulton Bank, N.A. 0.23% Add +171.6% 95,018 $6.6M
Liquid Strategies, LLC 1.42% Add +8.0% 94,877 $6.6M
B. Riley Wealth Advisors, Inc. 0.43% Reduce -8.4% 97,776 $6.6M
Nations Financial Group Inc, /Ia/ 0.34% Add +4.4% 94,212 $6.6M
One Wealth Advisors, LLC 0.82% Reduce -64.1% 93,931 $6.6M
Armbruster Capital Management, Inc. 1.06% Reduce -0.3% 93,165 $6.5M
Global Wealth Management Investment Advisory, Inc. 1.01% Add +3.0% 92,545 $6.5M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -8.4% 92,525 $6.5M
CoreCap Advisors, LLC 0.22% Reduce -3.6% 92,084 $6.4M
Compound Planning, Inc. 0.20% Add +68.1% 91,912 $6.4M
Harbour Capital Advisors, LLC 1.22% Add +1.8% 82,057 $6.4M
Sage Rhino Capital LLC 1.19% Add +6.1% 91,415 $6.4M
Blueprint Financial Advisors LLC 0.94% Reduce -32.6% 90,904 $6.3M
CarsonAllaria Wealth Management, Ltd. 3.12% Add +0.0% 90,550 $6.3M
Mechanics Financial Corp 2.62% Add +7.3% 89,762 $6.3M
Mutual Advisors, LLC 0.13% Add +0.9% 89,447 $6.2M
Elevate Wealth Advisory, Inc. 3.94% Add +5.2% 89,425 $6.2M
J. R. Prunier Capital Management LLC 2.65% Add +2.9% 89,395 $6.2M
Lantz Financial LLC 1.29% Reduce -2.7% 89,282 $6.2M
Gladstone Institutional Advisory LLC 0.23% Reduce -3.0% 89,205 $6.2M
Centurion Wealth Management LLC 1.40% Reduce -5.9% 88,990 $6.2M
Lutz Financial Services LLC 0.42% Reduce -0.5% 88,939 $6.2M
FSA Investment Group, LLC 2.50% New 88,907 $6.2M
Sequent Planning LLC 1.49% Add +13.9% 88,552 $6.2M
Custos Family Office, LLC 4.25% Add +4.2% 87,962 $6.1M
Evolution Wealth Advisors, LLC 0.62% Add +3.1% 87,873 $6.1M
Defined Wealth Management, LLC 3.57% Add +2.4% 87,434 $6.1M
BridgePort Financial Solutions, LLC 1.73% Add +72.1% 87,421 $6.1M
Waterloo Capital, L.P. 0.43% Reduce -68.3% 86,966 $6.1M
Highline Wealth Partners LLC 1.55% Reduce -9.3% 86,768 $6.1M
Savvy Advisors, Inc. 0.16% Reduce -4.3% 86,228 $6.0M
Frisco Financial Planning LLC 4.95% Add +0.5% 86,054 $6.0M
PCM Encore, LLC 1.23% Add +7.8% 85,866 $6.0M
Camelot Technology Advisors, Inc. 4.39% Add +14.8% 85,757 $6.0M
Cornerstone Management, Inc. 0.95% Add +2.5% 85,239 $5.9M
Portside Wealth Group, LLC 0.80% Add +2114.8% 84,650 $5.9M
Coral Wealth Management, LLC 6.59% — 84,446 $5.9M
Western Wealth Management, LLC 0.22% Add +56.5% 84,126 $5.9M
Northwest Wealth Management, LLC 0.88% Reduce -2.7% 83,877 $5.9M
Richard W. Paul & Associates, LLC 1.97% Reduce -6.5% 83,842 $5.8M
M1 Capital Management LLC 2.69% Reduce -10.2% 83,829 $5.8M
MV Capital Management, Inc. 0.57% Add +107.1% 83,587 $5.8M
Clear Creek Financial Management, LLC 0.45% Reduce -21.0% 83,287 $5.8M
Spectrum Planning & Advisory Services Inc. 2.87% Reduce -31.6% 83,151 $5.8M
Convergence Financial, LLC 0.61% Reduce -13.8% 83,111 $5.8M
Shared Vision Wealth Group LLC 2.36% Reduce -3.8% 82,962 $5.8M
OMNI 360 Wealth, Inc. 2.98% Reduce -2.1% 82,755 $5.8M
Marietta Wealth Management, LLC 0.68% Reduce -5.2% 82,331 $5.7M
Greenspring Advisors, LLC 0.35% Reduce -1.4% 81,616 $5.7M
Life Planning Partners, Inc 4.33% Add +1.5% 81,403 $5.7M
Southern Capital Advisors, LLC 2.65% Reduce -1.0% 81,078 $5.7M
Quattro Financial Advisors LLC 1.71% Reduce -3.3% 80,739 $5.6M
Summit Trail Advisors, LLC 0.08% Reduce -31.6% 80,202 $5.6M
Winthrop Capital Management, LLC 1.43% Add +6.5% 80,044 $5.6M
Signature Estate & Investment Advisors LLC 0.11% Add +7.7% 79,900 $5.6M
Beacon Bank & Trust 1.14% Add +15.3% 79,807 $5.6M
Mosley Wealth Management 2.49% Add +0.5% 83,495 $5.5M
Lifelong Wealth Advisors, Inc. 1.46% Add +2.8% 78,585 $5.5M
Portfolio Resources Advisor Group, Inc. 5.44% Reduce -12.6% 78,465 $5.5M
James J. Burns & Company, LLC 0.74% Reduce -3.0% 78,390 $5.5M
Bradley Foster & Sargent Inc. 0.08% Reduce -11.4% 78,279 $5.5M
Allie Family Office LLC 2.37% Add +0.6% 77,935 $5.4M
Sapient Capital LLC 0.08% Reduce -14.3% 77,971 $5.4M
Tacita Capital Inc 3.22% Reduce -3.8% 77,946 $5.4M
Brady Martz Wealth Solutions, LLC 0.93% Reduce -21.6% 77,920 $5.4M
Earned Wealth Advisors, LLC 0.36% Add +5.7% 77,860 $5.4M
Lebenthal Global Advisors, LLC 0.79% New 77,578 $5.4M
J.W. Cole Advisors, Inc. 0.18% Reduce -1.6% 77,450 $5.4M
Steele Capital Management, Inc. 0.22% Add +0.3% 77,388 $5.4M
Hoxton Planning & Management, LLC 1.61% Reduce -6.3% 77,149 $5.4M
Shelter Mutual Insurance Co 1.20% No change 77,114 $5.4M
Summitas Investment Management LLC 4.21% Reduce -32.0% 76,961 $5.4M
Leavell Investment Management, Inc. 0.22% Add +24.7% 76,912 $5.4M
Range Advisory, LLC 0.99% Add +28.8% 76,811 $5.4M
Rosenberg Matthew Hamilton 1.10% Add +0.3% 76,637 $5.3M
Benjamin Edwards Inc. 0.05% Add +3.4% 76,551 $5.3M
Advisor OS, LLC 0.39% New 76,367 $5.3M
Integrated Advisors Network LLC 0.28% Reduce -3.7% 76,290 $5.3M
Beto Financial Group, LLC 3.09% Add +89.8% 64,862 $5.3M
2UniFi Bank 2.55% Add +0.2% 75,449 $5.3M
S. R. Schill & Associates 3.55% New 75,350 $5.3M
Curry Webb Wealth Management LLC 2.48% Add +16.1% 75,275 $5.3M
Asset Dedication, LLC 0.37% Reduce -4.5% 75,162 $5.2M
Alterna Wealth Management, Inc. 3.92% Add +32.1% 74,202 $5.2M
Capital Group Private Client Services, Inc. 0.09% Add +0.2% 73,683 $5.1M
Vericrest Private Wealth 4.61% Reduce -4.0% 73,634 $5.1M
Willis Johnson & Associates, Inc. 0.30% Reduce -5.1% 73,570 $5.1M
Legacy Edge Advisors, LLC 0.54% Add +6.8% 73,567 $5.1M
State of Wisconsin Investment Board 0.01% Reduce -82.2% 73,200 $5.1M
Retirement Wealth Solutions LLC 3.21% Add +3.6% 72,942 $5.1M
SBI Okasan Asset Management Co.Ltd. 0.21% Add +4.7% 75,209 $5.1M
Smith Salley Wealth Management 0.25% Add +4.8% 72,586 $5.1M
United Advisor Group, LLC 0.63% Add +8.3% 72,521 $5.1M
Advus Financial Partners, LLC 1.26% Add +7.6% 72,145 $5.0M
South Plains Financial, Inc. 2.92% Add +19.7% 72,055 $5.0M
RFG Advisory, LLC 0.09% Reduce -7.8% 71,843 $5.0M
Turtle Creek Wealth Advisors, LLC 0.38% Add +5.0% 71,685 $5.0M
Genesis Private Wealth, LLC 1.57% Add +45.1% 71,633 $5.0M
ARK & TLK Investments, LLC 1.35% Add +38.4% 71,542 $5.0M
CENTRAL TRUST Co 0.10% Add +5.2% 71,486 $5.0M
Walker Financial Services, Inc. 1.70% Add +23.3% 71,442 $5.0M
FAS Wealth Partners, Inc. 0.31% Reduce -6.1% 71,418 $5.0M
Focus Financial Network, Inc. 0.18% Reduce -38.1% 71,404 $5.0M
Wetzel Investment Advisors, Inc. 1.98% Add +1.2% 71,241 $5.0M
Foundry Financial Group, Inc. 2.45% Reduce -3.1% 70,907 $4.9M
Mayflower Financial Advisors, LLC 0.60% Reduce -51.4% 70,869 $4.9M
Canopy Partners, LLC 1.69% Reduce -1.5% 70,679 $4.9M
Eldridge Investment Advisors, Inc. 1.08% Add +44.5% 70,504 $4.9M
Fifth Third Securities, Inc. 0.32% Add +12.3% 70,293 $4.9M
Stonebrook Private Inc. 1.04% Reduce -73.7% 70,163 $4.9M
Astra Wealth Partners LLC 3.09% Add +2.4% 70,115 $4.9M
PW Nova Financial Services LLC 1.31% Add +4.9% 69,238 $4.8M
Stone Summit Wealth LLC 1.34% Add +5.9% 68,989 $4.8M
MJP Associates Inc. 0.58% New 68,658 $4.8M
LifePlan Investment Advisors, Inc. 1.88% Add +2.5% 68,541 $4.8M
Arete Wealth Advisors, LLC 0.36% Reduce -9.3% 68,474 $4.8M
King Wealth Management Group 0.60% Add +2.5% 68,320 $4.8M
Vance Wealth, LLC 1.37% Reduce -2.9% 68,180 $4.8M
River's Edge Wealth Management, LLC 4.43% Add +1.5% 60,437 $4.7M
Great Valley Advisor Group, Inc. 0.09% Add +52.8% 67,136 $4.7M
Dravo Bay LLC 1.90% Add +1.3% 67,096 $4.7M
City of London Investment Management Co. Ltd. 0.34% New 66,827 $4.7M
Morling Financial Advisors, LLC 1.44% Reduce -4.6% 66,770 $4.7M
Absolute Capital Management, LLC 1.54% Add +15.1% 66,539 $4.6M
NorthLanding Financial Partners, LLC 3.73% Reduce -5.4% 66,247 $4.6M
AtlasMark Financial, Inc 2.98% No change 68,539 $4.6M
North Star Asset Management Inc. 0.20% Add +2.8% 65,958 $4.6M
Arbor Investment Advisors, LLC 0.59% Reduce -3.3% 65,471 $4.6M
GC Wealth Management RIA, LLC 0.19% Add +1343.6% 65,440 $4.6M
Nicolet Bankshares Inc. 0.17% Add +407.8% 65,304 $4.6M
Element Wealth, LLC 1.88% Reduce -2.3% 65,116 $4.5M
CIBC Bancorp USA Inc. 0.01% — 65,098 $4.5M
Plancorp, LLC 0.13% Reduce -7.7% 61,144 $4.5M
Grand Wealth Management, LLC 2.14% Reduce -7.6% 65,048 $4.5M
Horst & Graben Wealth Management LLC 0.62% Reduce -82.3% 57,611 $4.5M
Eagle Strategies LLC 0.54% Add +433.9% 64,414 $4.5M
Banco Santander, S.A. 0.04% Reduce -30.2% 64,376 $4.5M
DecisionMap Wealth Management, LLC 2.91% Reduce -4.5% 64,370 $4.5M
Apollon Financial, LLC 0.62% Add +26.5% 64,272 $4.5M
New Hampshire Trust 0.90% Reduce -0.6% 64,244 $4.5M
Park Place Capital Corp 0.90% Add +35.2% 64,156 $4.5M
Layline Advisors, LLC 5.00% — 64,145 $4.5M
Rodgers & Associates, LTD 0.46% Reduce -2.6% 64,116 $4.5M
Box Hill Private Wealth LLC 4.41% Add +25.5% 63,937 $4.5M
Minot DeBlois Advisors LLC 4.05% Reduce -1.2% 63,933 $4.5M
Braun-Bostich & Associates Inc. 2.79% Reduce -31.6% 63,861 $4.5M
Intergy Private Wealth, LLC 1.30% Add +0.4% 63,610 $4.4M
Asset Allocation Strategies LLC 0.79% Add +2.9% 63,594 $4.4M
Hopwood Nicholas Hunter 1.40% Reduce -3.1% 63,003 $4.4M
Rothschild & Co Wealth Management UK Ltd 0.07% Reduce -19.0% 62,909 $4.4M
Bryn Mawr Trust Advisors, LLC 0.21% Add +8.0% 62,330 $4.3M
Interchange Capital Partners, LLC 1.37% Reduce -30.6% 79,720 $4.3M
Aerodigm Wealth, LLC 1.63% Reduce -4.6% 61,948 $4.3M
FWG Investments, LLC. 2.73% Reduce -14.6% 61,594 $4.3M
Invera Wealth Advisors, LLC 2.76% Reduce -3.8% 61,572 $4.3M
A4 Wealth Advisors LLC 3.56% Reduce -25.0% 61,371 $4.3M
Verus Capital Partners, LLC 0.29% Reduce -23.8% 61,226 $4.3M
Amitell Capital Pte Ltd 6.83% Add +93.1% 61,057 $4.3M
Valmark Advisers, Inc. 0.05% Add +46.4% 60,614 $4.2M
Integrated Investment Consultants, LLC 0.89% Add +723.8% 60,251 $4.2M
EPG Wealth Management LLC 1.14% Add +0.2% 60,246 $4.2M
5T Wealth, LLC 1.66% Reduce -20.7% 60,214 $4.2M
CreativeOne Wealth, LLC 0.10% Reduce -4.0% 60,147 $4.2M
Cranbrook Wealth Management, LLC 0.85% Reduce -2.2% 60,139 $4.2M
Brighton Jones LLC 0.09% New 60,129 $4.2M
HUB Investment Partners, LLC 0.10% Add +1.7% 60,070 $4.2M
Nova R Wealth, Inc. 1.34% Reduce -3.3% 60,070 $4.2M
Oregon Pacific Wealth Management, LLC 4.33% Add +25.2% 59,516 $4.2M
Princeton Global Asset Management LLC 0.68% Add +4.5% 59,359 $4.1M
Caliber Wealth Management, LLC / KS 0.45% Reduce -11.9% 59,150 $4.1M
Orrstown Financial Services Inc. 0.69% Add +9.4% 59,131 $4.1M
Cantor Fitzgerald Investment Advisors L.P. 0.30% Reduce -11.3% 59,015 $4.1M
Cordgrass Capital Advisors, LLC 0.96% Reduce -1.5% 58,990 $4.1M
M Holdings Securities, Inc. 0.28% Add +5.3% 51,748 $4.1M
HB Wealth Management, LLC 0.03% Add +20.3% 57,961 $4.0M
First Heartland Consultants, Inc. 0.31% Reduce -6.5% 57,342 $4.0M
Cypress Financial Planning LLC 1.11% Reduce -0.7% 57,295 $4.0M
Circle Wealth Management, LLC 0.06% Add +3.6% 56,534 $3.9M
CoreFirst Bank & Trust 2.07% Add +0.0% 56,019 $3.9M
Koesten, Hirschmann & Crabtree, INC. 1.90% Reduce -3.8% 55,907 $3.9M
One Charles Private Wealth Services, LLC 0.98% Add +875.1% 55,786 $3.9M
Amara Financial, Llc. 2.67% Add +36.4% 55,588 $3.9M
Pembroke Management, LTD 0.56% Reduce -1.7% 55,461 $3.9M
Aureum Wealth Management, LLC 2.69% Add +43.9% 55,355 $3.9M
Main Management LLC 0.28% Add +251.9% 55,271 $3.9M
Timmons Wealth Management, LLC 3.63% Add +1.2% 54,986 $3.8M
TABR Capital Management, LLC 3.51% New 54,770 $3.8M
Wealthcare Advisory Partners LLC 0.07% Add +138.3% 54,188 $3.8M
Private Trust Co. NA 0.34% Reduce -4.1% 54,087 $3.8M
Westside Investment Management, Inc. 0.58% Add +3.4% 53,916 $3.8M
Kingsview Wealth Management, LLC 0.05% Reduce -1.7% 53,897 $3.8M
Sunburst Financial Group, LLC 0.72% Reduce -0.6% 53,796 $3.8M
Nwam LLC 0.22% Reduce -26.6% 53,629 $3.7M
Diversified Enterprises, LLC 0.20% Reduce -3.2% 53,571 $3.7M
Elyxium Wealth, LLC 1.20% Add +24.4% 53,511 $3.7M
Islay Capital Management, LLC 1.90% Reduce -11.3% 53,232 $3.7M
Lam Group, Inc. 2.04% Reduce -0.7% 53,215 $3.7M
Avior Wealth Management, LLC 0.11% Add +13.9% 53,434 $3.7M
Arax Advisory Partners 0.10% Add +54.9% 52,323 $3.7M
GTS Securities LLC 0.13% New 52,530 $3.7M
Commonwealth Retirement Investments LLC 1.13% Reduce -4.2% 52,330 $3.7M
JGP Wealth Management, LLC 0.38% Reduce -0.2% 52,292 $3.6M
FFG Retirement Advisors LLC 2.12% Add +0.9% 52,237 $3.6M
Strategy Asset Managers LLC 0.60% Add +7.8% 52,164 $3.6M
Oxford Wealth Group, LLC 1.99% New 52,128 $3.6M
Rf&l Wealth Management, LLC 2.72% Add +1.1% 52,072 $3.6M
Skyline Advisors, Inc. 1.27% New 52,066 $3.6M
Blalock Williams, LLC 2.81% Reduce -1.6% 52,050 $3.6M
Hollencrest Capital Management 0.14% Reduce -2.8% 52,048 $3.6M
Firethorn Wealth Partners, LLC 1.33% Reduce -35.6% 51,852 $3.6M
Key Capital Management, INC 2.39% Add +77.6% 51,816 $3.6M
Sweeney & Michel, LLC 1.06% Reduce -2.1% 48,162 $3.6M
B.O.S.S. Retirement Advisors, LLC 1.10% Reduce -47.8% 51,740 $3.6M
EverSource Wealth Advisors, LLC 0.11% Add +12.7% 51,546 $3.6M
Mma Asset Management LLC 1.26% Reduce -27.0% 51,416 $3.6M
Symphony Financial, Ltd. Co. 0.47% Add +56.3% 51,578 $3.6M
Highland Capital Management, LLC 0.19% Reduce -54.5% 51,105 $3.6M
Journey Strategic Wealth LLC 0.09% Add +8.5% 50,945 $3.6M
Okabena Investment Services Inc. 0.68% Add +2.2% 50,944 $3.6M
Stock Yards Bank & Trust Co. 0.11% Add +14.2% 50,850 $3.5M
Motive Wealth Advisors 1.66% Reduce -2.1% 50,777 $3.5M
Norris Perne & French LLP 0.17% Add +13.0% 50,316 $3.5M
Atlas Capital Advisors Inc. 0.40% Reduce -1.2% 50,207 $3.5M
Unique Wealth Strategies, LLC 1.42% Add +5.5% 49,837 $3.5M
Falcon Wealth Planning 0.24% Reduce -5.4% 49,694 $3.5M
FFT Wealth Management LLC 0.63% Add +62.5% 49,536 $3.5M
Rathbones Group PLC 0.01% Add +10.4% 49,311 $3.4M
Good Steward Wealth Advisors,LLC 2.21% Add +8.6% 49,230 $3.4M
Endowment Wealth Management, Inc. 1.52% Add +12.5% 49,140 $3.4M
Disciplined Investments, LLC 1.23% Add +0.7% 49,048 $3.4M
Redhawk Wealth Advisors, Inc. 0.37% Add +3.8% 48,495 $3.4M
Scissortail Wealth Management, LLC 0.68% Reduce -40.4% 48,373 $3.4M
Wedbush Securities Inc. 0.10% Add +6.7% 48,149 $3.4M
Transcend Capital Advisors, LLC 0.27% Reduce -9.8% 47,861 $3.3M
Lodestar Private Asset Management LLC 0.33% Add +16.0% 47,501 $3.3M
Trevian Wealth Management LLC 1.63% Add +3.2% 47,473 $3.3M
Left Brain Wealth Management, LLC 1.30% New 47,409 $3.3M
Smithbridge Asset Management Inc. 0.48% Reduce -47.3% 46,520 $3.2M
Gentry Private Wealth, LLC 1.95% Add +363.3% 46,301 $3.2M
Spinnaker Trust 0.18% Add +79.1% 46,220 $3.2M
Cordant, Inc. 1.31% Reduce -1.0% 46,166 $3.2M
SlateStone Wealth, LLC 0.26% Reduce -0.8% 46,029 $3.2M
4Thought Financial Group Inc. 1.58% Reduce -18.6% 45,915 $3.2M
Purewater Capital LLC 3.06% — 45,716 $3.2M
First Manhattan Co. Llc. 0.01% Reduce -10.5% 45,647 $3.2M
MidFirst Bank 0.26% Add +28.5% 45,572 $3.2M
Cornerstone Advisory, LLC 0.30% Add +65.3% 45,499 $3.2M
NBT Bank, N.A. 0.21% Reduce -3.5% 45,467 $3.2M
Zuckerman Investment Group, LLC 0.30% Reduce -0.2% 45,146 $3.1M
Diversified Portfolios, Inc. 0.26% Reduce -3.2% 44,955 $3.1M
Gen-Wealth Partners Inc 0.99% Reduce -59.3% 44,928 $3.1M
Level Four Advisory Services, LLC 0.10% Add +7.8% 44,886 $3.1M
Saxon Interests, Inc. 1.08% Add +794.5% 44,741 $3.1M
Mann Financial Group, Inc. 2.94% Reduce -1.6% 44,721 $3.1M
Cooper Financial Group 0.31% Add +27.2% 44,595 $3.1M
Traveka Wealth, LLC 1.18% Reduce -0.6% 44,463 $3.1M
DDFG, Inc 0.67% Add +0.1% 44,446 $3.1M
Fidelis Capital Partners, LLC 0.22% Reduce -5.9% 44,423 $3.1M
Laurel Oak Wealth Management, LLC 0.52% Reduce -17.6% 44,395 $3.1M
Keel Point, LLC 0.21% Add +6.4% 44,144 $3.1M
OneAscent Financial Services LLC 0.17% Add +7.8% 44,049 $3.1M
BCU Wealth Advisors, LLC 1.14% Reduce -6.8% 43,874 $3.1M
Center For Asset Management LLC 1.52% Add +19.7% 43,747 $3.1M
Forbes Financial Planning, Inc. 1.76% Add +6.9% 43,747 $3.1M
Alpha Omega Wealth Management LLC 0.49% Add +2.3% 43,716 $3.0M
Summit Wealth Group LLC / Co. 0.32% Add +10.1% 43,352 $3.0M
Two Sigma Securities, LLC 0.35% New 43,537 $3.0M
Mason Street Advisors, LLC 0.30% New 43,520 $3.0M
Gryphon Financial Partners LLC 0.32% Add +18.0% 43,303 $3.0M
Meramec Financial Planners, LLC 1.20% Reduce -6.8% 38,927 $3.0M
Integrity Advisory Solutions, LLC 0.39% Add +15.3% 42,677 $3.0M
Oasis Advisors, LLC 0.58% New 41,703 $3.0M
Stokes Family Office, LLC 0.30% Add +7.1% 42,357 $3.0M
TritonPoint Partners, LLC 1.09% Reduce -3.4% 42,272 $2.9M
Krilogy Financial LLC 0.10% Add +34.4% 38,459 $2.9M
Wick Capital Partners, LLC 0.53% Add +51.6% 22,901 $2.9M
Continuum Advisory, LLC 0.28% Add +0.6% 41,934 $2.9M
Forefront Wealth Partners, LLC 1.22% Add +229.4% 41,934 $2.9M
Blue Fin Capital, Inc. 0.48% Add +54.3% 41,788 $2.9M
Wealth Dimensions Group, Ltd. 0.57% Reduce -4.5% 41,716 $2.9M
Sepio Capital, LP 0.16% Reduce -1.0% 41,687 $2.9M
Moors & Cabot, Inc. 0.12% Add +3.5% 41,599 $2.9M
Busey Bank 0.08% Add +9.3% 41,345 $2.9M
IHT Wealth Management, LLC 0.07% Reduce -22.5% 41,260 $2.9M
Continental Advisors LLC 1.76% No change 40,800 $2.8M
Golden State Wealth Management, LLC 0.31% Add +174.3% 40,709 $2.8M
WESCAP Management Group, Inc. 0.56% Reduce -2.8% 40,705 $2.8M
Mycio Wealth Partners, LLC 0.56% No change 40,264 $2.8M
Forthright Family Wealth Advisory LLC 1.88% New 54,335 $2.8M
Rialto Wealth Management, LLC 0.63% Reduce -1.9% 40,014 $2.8M
Nilsine Partners, LLC 0.22% Add +1.2% 35,723 $2.8M
Old National Bancorp 0.05% Reduce -18.9% 39,949 $2.8M
Red Tortoise LLC 1.17% Reduce -1.4% 39,874 $2.8M
Headinvest, LLC 0.57% Add +2.0% 39,872 $2.8M
Dynamic Advisor Solutions LLC 0.09% Add +2.0% 39,795 $2.8M
Tudor Investment Corporation 0.01% New 39,525 $2.8M
MMBG Investment Advisors Co. 0.25% Add +24.9% 39,400 $2.7M
Inman Jager Wealth Management, LLC 1.60% Add +15.7% 39,346 $2.7M
AA Financial Advisors, LLC 0.38% Reduce -26.8% 39,099 $2.7M
Baron Financial Group, LLC 1.47% Reduce -7.6% 39,093 $2.7M
Stevens Capital Partners 0.65% Add +212.2% 38,508 $2.7M
Chris Bulman Inc 1.17% Reduce -6.9% 38,426 $2.7M
Parkside Financial Bank & Trust 0.20% Add +12.2% 38,169 $2.7M
J.M. Arbour, LLC 2.54% Reduce -9.2% 37,966 $2.6M
Trivium Point Advisory, LLC 0.48% Add +47.8% 37,920 $2.6M
Moneywise, Inc. 1.15% Add +17.7% 37,767 $2.6M
Rossby Financial, LCC 0.55% Add +405.1% 37,379 $2.6M
Signal Advisors Wealth, LLC 0.18% Add +18.7% 37,629 $2.6M
Clarus Wealth Advisors 1.12% New 37,198 $2.6M
QRG Capital Management, Inc. 0.03% Reduce -1.5% 37,502 $2.6M
Centaurus Financial, Inc. 0.12% Add +1.9% 37,401 $2.6M
PFG Investments, LLC 0.12% Add +5.8% 37,363 $2.6M
Vilga Financial Planning LLC 2.31% Reduce -0.7% 37,033 $2.6M
TRUE Private Wealth Advisors 0.25% Add +11.5% 36,995 $2.6M
Ellevest, Inc. 0.36% Reduce -1.0% 36,828 $2.6M
Allstreet Capital Advisors LLC 1.89% Add +4.3% 36,602 $2.6M
Capital Investment Management, Inc. 0.88% Reduce -7.7% 36,555 $2.5M
Pinnacle Associates Ltd. 0.03% Reduce -3.6% 36,321 $2.5M
BCS Wealth Management 0.52% Reduce -54.4% 36,178 $2.5M
Thrive Wealth Management, LLC 0.37% Add +3.1% 36,036 $2.5M
TBH Global Asset Management, LLC 0.50% Reduce -33.5% 35,788 $2.5M
Eight 31 Financial, LLC 1.50% Add +1.8% 35,650 $2.5M
Matters Capital LLC 2.20% Add +11.9% 35,585 $2.5M
Darrow Company, Inc. 1.11% Reduce -8.0% 35,351 $2.5M
Matauro, LLC 0.36% Add +113.9% 35,287 $2.5M
Empower Advisory Group, LLC 0.01% Reduce -29.8% 35,186 $2.5M
Verus Wealth Management, LLC 2.27% Reduce -0.1% 35,133 $2.5M
Founders Grove Wealth Partners, LLC 0.56% Reduce -1.9% 35,098 $2.4M
Capital Asset Managemnet, LLC 2.75% Reduce -11.7% 35,027 $2.4M
Physician Wealth Advisors, Inc. 0.34% Reduce -86.1% 34,885 $2.4M
Leeward Financial Partners, LLC 0.72% New 34,845 $2.4M
Granville Capital, Inc. 1.26% No change 34,609 $2.4M
Renasant Bank 1.71% Add +72.1% 34,586 $2.4M
Charles Schwab Trust Co 0.16% Reduce -46.8% 34,574 $2.4M
Parcion Private Wealth LLC 0.15% Reduce -0.4% 34,479 $2.4M
WealthCare Investment Partners, LLC 0.66% Add +0.4% 33,859 $2.4M
Fiduciary Group, LLC 0.20% Add +1.9% 34,220 $2.4M
Shufro Rose & Co. LLC 0.16% Add +1.8% 34,067 $2.4M
Richardson Financial Services Inc. 1.48% Reduce -5.9% 34,000 $2.4M
Legacy Bridge, LLC 0.90% Add +11.7% 33,976 $2.4M
Chicago Partners Investment Group LLC 0.05% Reduce -1.3% 30,407 $2.4M
Arwa LLC 1.17% Reduce -19.6% 31,976 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.64% New 33,878 $2.4M
Victory Financial Group, LLC 0.29% Reduce -3.0% 33,752 $2.4M
Woodmont Investment Counsel LLC 0.14% Reduce -1.5% 33,529 $2.3M
Conrad Siegel Investment Advisors, Inc. 0.42% Add +35.5% 33,506 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -78.4% 33,500 $2.3M
Barnes Wealth Management Group, Inc 1.18% Reduce -43.0% 33,428 $2.3M
Berman McAleer LLC 0.32% Reduce -1.8% 33,312 $2.3M
VestGen Advisors, LLC 0.06% Add +66.2% 28,784 $2.3M
High Net Worth Advisory Group LLC 0.54% Reduce -1.6% 33,156 $2.3M
Sankala Group LLC 1.88% Add +0.1% 33,551 $2.3M
JSF Financial, LLC 0.45% Reduce -60.2% 32,761 $2.3M
Van Cleef Asset Management,Inc 0.25% Reduce -1.4% 32,662 $2.3M
SOA Wealth Advisors, LLC. 0.43% Reduce -0.2% 145,835 $2.3M
Raleigh Capital Management Inc. 0.78% Reduce -10.5% 32,425 $2.3M
Freestone Capital Holdings, LLC 0.07% Reduce -1.5% 32,373 $2.3M
DAVENPORT & Co LLC 0.01% Add +1.0% 32,312 $2.3M
Wealth Management Partners, LLC 0.64% New 32,215 $2.2M
Napier Financial, LLC 0.51% Add +0.7% 32,146 $2.2M
Arbor Trust Wealth Advisors, LLC 0.98% Add +330.3% 32,043 $2.2M
Pursue Wealth Partners LLC 1.33% New 31,897 $2.2M
Sovereign Financial Group, Inc. 0.39% Reduce -23.2% 31,880 $2.2M
Calamos Wealth Management LLC 0.08% Add +2.8% 31,835 $2.2M
Calamos Advisors LLC 0.01% New 31,835 $2.2M
Concorde Asset Management, LLC 1.09% Reduce -8.4% 31,817 $2.2M
Elo Mutual Pension Insurance Co 0.04% Reduce -98.3% 31,800 $2.2M
TFO Wealth Partners, LLC 0.30% Add +11.0% 31,747 $2.2M
W Advisors, LLC 1.13% Reduce -3.2% 31,664 $2.2M
Magnolia Capital Advisors LLC 0.43% Reduce -13.7% 31,611 $2.2M
Wealth Quarterback LLC 0.86% Reduce -0.3% 31,498 $2.2M
Fortis Advisors, LLC 1.10% Add +27.9% 31,475 $2.2M
TFB Advisors LLC 1.15% Reduce -31.6% 31,474 $2.2M
Two West Capital Advisors LLC 1.16% Add +14.0% 28,469 $2.2M
Squarepoint Ops LLC 0.00% Reduce -13.0% 31,413 $2.2M
Wilmington Savings Fund Society, FSB 0.05% Add +22.2% 31,386 $2.2M
Voya Investment Management LLC 0.00% Reduce -21.0% 31,383 $2.2M
Hudson Oak Wealth Advisory LLC 1.90% No change 31,301 $2.2M
Colonial Trust Co / SC 0.29% Add +16.2% 31,032 $2.2M
Tru Independence Asset Management 2, LLC 1.33% Add +3.3% 30,962 $2.2M
Kingswood Wealth Advisors, LLC 0.10% Add +29.7% 30,943 $2.2M
JT Stratford LLC 0.28% Reduce -5.2% 30,930 $2.2M
Keystone Wealth Services, LLC 0.46% Add +3.3% 30,745 $2.1M
LPWM LLC 0.54% Add +22.9% 30,709 $2.1M
Chesley Taft & Associates LLC 0.09% Reduce -1.4% 30,705 $2.1M
Jordan Park Trust Co LLC 1.62% No change 30,509 $2.1M
Syntax Research, Inc. 1.35% New 30,474 $2.1M
Balefire, LLC 0.40% Add +17.6% 30,387 $2.1M
Russell Investments Group, Ltd. 0.00% Reduce -18.9% 30,153 $2.1M
Variant Private Wealth, LLC 2.55% Reduce 0.0% 30,135 $2.1M
Essential Partners LLC 0.71% Add +28.2% 30,120 $2.1M
Bahl & Gaynor LLC 0.01% Add +16.5% 30,034 $2.1M
Diversified Trust Co. 0.04% Add +15.5% 30,013 $2.1M
Kintra Wealth, LLC 0.15% New 30,012 $2.1M
Precision Wealth Strategies, LLC 0.69% Reduce -16.4% 29,912 $2.1M
Boyd Wealth Management, LLC 0.88% Add +0.0% 29,817 $2.1M
Qube Research & Technologies Ltd 0.00% Add +55.2% 29,801 $2.1M
Quartz Partners, LLC 0.80% Reduce -9.9% 29,752 $2.1M
Intesa Sanpaolo Wealth Management 0.51% New 29,750 $2.1M
Yukon Wealth Management, Inc. 1.24% Reduce -0.5% 29,672 $2.1M
ABLE Financial Group, LLC 0.40% Add +2.1% 29,554 $2.1M
Brooklyn Investment Group 0.06% Add +231.2% 29,479 $2.1M
Serenity Investment Advisors 0.96% Add +9.6% 25,511 $2.1M
REDW Wealth LLC 0.82% Reduce -3.1% 29,426 $2.1M
Armor Investment Advisors, LLC 0.74% New 29,353 $2.0M
Vista Cima Wealth Management LLC 2.01% New 29,161 $2.0M
EFG International AG 0.04% New 28,997 $2.0M
Oppenheimer & Co. Inc. 0.02% Reduce -4.5% 28,991 $2.0M
Procyon Advisors, LLC 0.10% Reduce -14.0% 28,968 $2.0M
Venture Visionary Partners LLC 0.07% Reduce -1.9% 28,793 $2.0M
SC&H Financial Advisors, Inc. 0.30% Reduce -0.2% 28,763 $2.0M
Joel Adams & Associates, Inc. 1.48% Reduce -11.4% 28,638 $2.0M
Unify Financial Advisors 2.06% Add +12.8% 28,369 $2.0M
Clayton Financial Group LLC 1.01% Reduce -3.4% 28,293 $2.0M
Essential Planning, LLC. 0.63% Add +18.9% 28,263 $2.0M
1900 Wealth Management LLC 0.13% Reduce -3.8% 28,159 $2.0M
Inspire Advisors, LLC 0.16% Add +24.7% 28,102 $2.0M
Tanager Wealth Management LLP 0.19% Reduce -6.0% 28,028 $2.0M
Larson Financial Group LLC 0.06% Reduce -9.2% 27,886 $1.9M
Forum Finance Group S.A. 1.05% — 34,682 $1.9M
Auxano Advisors, LLC 0.39% Add +0.1% 27,703 $1.9M
ONE Advisory Partners, LLC 0.59% Reduce -16.9% 27,622 $1.9M
Accelerate Investment Advisors LLC 1.28% Add +5.0% 27,461 $1.9M
Cullen/Frost Bankers, Inc. 0.02% Add +4.1% 27,445 $1.9M
K2 Financial Inc. 1.38% Add +0.1% 24,440 $1.9M
Spartan Planning & Wealth Management 1.41% Reduce -28.6% 27,282 $1.9M
Principal Financial Group Inc. 0.00% Reduce -4.0% 27,275 $1.9M
MKD Wealth Coaches, LLC 1.87% Reduce -16.5% 27,249 $1.9M
Tyche Wealth Partners LLC 0.29% Reduce -5.8% 27,237 $1.9M
Alta Wealth Advisors LLC 0.61% Add +88.3% 27,151 $1.9M
Ade, LLC 0.91% Add +0.9% 27,075 $1.9M
GeoWealth Management, LLC 0.07% Add +25.0% 27,049 $1.9M
Centerline Wealth Advisors, LLC 0.67% Reduce -87.3% 26,756 $1.9M
Heritage Family Offices, LLP 0.82% Reduce -6.4% 26,630 $1.9M
Heritage Trust Co 0.19% Add +14.5% 26,616 $1.9M
Accurate Wealth Management, LLC 0.22% Reduce -25.8% 24,957 $1.9M
Coastal Bridge Advisors, LLC 0.13% Add +101.7% 26,490 $1.8M
Carrera Capital Advisors 0.28% Add +0.2% 26,425 $1.8M
Cambient Family Office, LLC 0.26% Add +20.6% 26,396 $1.8M
Clear Retirement Advice LLC 1.44% Add +0.1% 26,360 $1.8M
Verdence Capital Advisors LLC 0.11% Add +3.5% 26,325 $1.8M
Occidental Asset Management, LLC 0.22% Reduce -1.0% 26,316 $1.8M
Strive Financial Group ,LLC 0.98% Add +9.1% 26,314 $1.8M
Cyndeo Wealth Partners, LLC 0.10% Reduce -55.3% 26,092 $1.8M
Providence Capital Advisors, LLC 0.30% Add +35.5% 26,065 $1.8M
Seldon Capital LP 0.67% No change 26,019 $1.8M
Tolleson Wealth Management, Inc. 0.26% Reduce -2.9% 25,842 $1.8M
LaSalle St. Investment Advisors, LLC 0.25% Add +7.8% 25,689 $1.8M
Stonehearth Capital Management, LLC 0.71% Add +0.7% 25,687 $1.8M
JMG Financial Group, Ltd. 0.05% Add +1.1% 25,583 $1.8M
Darden Wealth Group Inc 0.91% Add +45.6% 25,559 $1.8M
Transamerica Financial Advisors, LLC 0.15% Add +3.1% 25,429 $1.8M
FF Advisors,LLC 0.71% Add +112.3% 23,045 $1.8M
Aprio Wealth Management, LLC 0.10% Reduce -5.7% 25,111 $1.8M
Cape Ann Savings Bank 0.88% Add +111.0% 25,090 $1.8M
Kovack Advisors, Inc. 0.09% Add +19.8% 24,985 $1.7M
Cove Private Wealth, LLC 0.40% Add +9.4% 25,043 $1.7M
MSH Capital Advisors LLC 0.37% Reduce -19.0% 24,965 $1.7M
Vanguard Advisers Inc. 0.01% — 24,917 $1.7M
Morris Financial Concepts, Inc. 0.59% Add +7.7% 24,828 $1.7M
Sanchez Gaunt Capital Management, LLC 1.08% — 24,816 $1.7M
Clark Capital Management Group, Inc. 0.01% Add +9.3% 24,808 $1.7M
Schwarz Dygos Wheeler Investment Advisors LLC 0.36% Add +5.1% 24,734 $1.7M
Lanark Financial, Inc. 0.13% Add +5.5% 24,669 $1.7M
Jacobi Capital Management LLC 0.10% Add +0.8% 24,629 $1.7M
B&D White Capital Company, LLC 0.21% Reduce -1.6% 24,447 $1.7M
Riverwater Partners LLC 0.57% Reduce -3.6% 24,403 $1.7M
Vantage Point Financial LLC 0.60% Reduce -47.1% 24,337 $1.7M
Geometric Wealth Advisors 0.21% Add +11.9% 24,330 $1.7M
Financial Counselors Inc. 2.39% Reduce -7.4% 24,328 $1.7M
American State Bank (Iowa) 0.81% Reduce -1.9% 24,108 $1.7M
Corsicana & Co. 1.06% Add +4.0% 31,127 $1.7M
Sherman Wealth Management LLC 1.44% Add +6.7% 24,022 $1.7M
Maridea Wealth Management LLC 0.24% Add +40.5% 23,805 $1.7M
Hamilton Wealth, LLC 0.32% Add +649.5% 23,745 $1.7M
Garde Capital, Inc. 0.10% Add +1.8% 23,682 $1.7M
Summit Place Financial Advisors, LLC 0.79% New 23,672 $1.7M
Klaas Financial Asset Advisors, LLC 0.23% Reduce -77.1% 23,667 $1.7M
Silverlake Wealth Management LLC 0.35% Add +12.3% 23,652 $1.6M
Moody National Bank Trust Division 0.16% Add +4.5% 23,517 $1.6M
IFC Advisors LLC 0.23% Reduce -2.7% 23,384 $1.6M
Evercore Wealth Management, LLC 0.03% Add +8.1% 23,238 $1.6M
BlueSky Wealth Advisors, LLC 0.21% Reduce -18.6% 23,162 $1.6M
Root Financial Partners, LLC 0.07% Add +105.3% 23,136 $1.6M
Trueblood Wealth Management, LLC 0.63% Add +8.0% 23,045 $1.6M
Argent Advisors, Inc. 0.44% Reduce -4.0% 23,043 $1.6M
Regimen Wealth, LLC 0.47% Add +14.8% 22,927 $1.6M
W.G. Shaheen & Associates DBA Whitney & Co 0.13% Reduce -1.5% 22,882 $1.6M
Tocqueville Asset Management L.P. 0.02% Reduce -0.3% 22,799 $1.6M
PUREfi Wealth, LLC 1.04% Reduce -9.9% 22,717 $1.6M
LGL Partners, LLC 0.65% Add +16.3% 22,703 $1.6M
Doliver Advisors, LP 0.36% Add +14.0% 22,691 $1.6M
Garrison Point Advisors, LLC 0.72% Add +10.9% 22,495 $1.6M
Sensible Money, LLC 0.48% Add +2.8% 22,432 $1.6M
Diversified Management Inc. 0.27% Add +527.8% 22,420 $1.6M
SMART Wealth LLC 0.46% Add +70.4% 22,407 $1.6M
IFS Group,LLC 1.39% — 22,401 $1.6M
Payne Capital LLC 1.43% New 22,320 $1.6M
Salem Investment Counselors Inc. 0.05% Add +166.7% 22,313 $1.6M
Lauterbach Financial Advisors, LLC 0.76% Add +3.0% 22,213 $1.5M
Rollins Financial Advisors, LLC 0.24% Add +161.7% 22,211 $1.5M
Sound Income Strategies, LLC 0.07% Add +34.7% 21,919 $1.5M
CWA Asset Management Group, LLC 0.05% Add +12.2% 22,058 $1.5M
Arcadia Wealth Management, LLC 0.55% Reduce -9.7% 21,730 $1.5M
Contango Wealth Management LLC 1.76% Add +69.8% 21,600 $1.5M
Silvercrest Asset Management Group LLC 0.01% Reduce -2.8% 21,524 $1.5M
GWN Securities Inc. 0.29% Reduce -3.0% 21,495 $1.5M
Massachusetts Financial Services Co. 0.00% No change 21,453 $1.5M
Bangor Savings Bank 0.12% Add +1.1% 21,385 $1.5M
Finley Financial, LLC 0.70% No change 21,371 $1.5M
Cary Street Partners Investment Advisory LLC 0.38% Reduce -1.5% 21,364 $1.5M
CogentBlue Wealth Advisors, LLC 1.00% Reduce -4.9% 21,348 $1.5M
KPP Advisory Services LLC 0.21% Add +8.1% 21,210 $1.5M
Schroder Investment Management Group 0.00% Add +1.6% 21,957 $1.5M
Pine Valley Investments Ltd Liability Co 0.07% Add +3.0% 21,186 $1.5M
Squire Investment Management Company, LLC 0.41% Reduce -9.2% 21,149 $1.5M
Pinnacle Bancorp, Inc. 0.43% Add +17.5% 21,092 $1.5M
Client 1ST Advisory Group, LLC 0.45% Reduce -0.4% 21,067 $1.5M
Friday Financial 0.51% Reduce -2.6% 21,064 $1.5M
Insigneo Advisory Services, LLC 0.10% Add +11.9% 21,059 $1.5M
Well Done, LLC 0.22% Add +31.1% 21,007 $1.5M
Vann Equity Management LLC 1.04% — 20,887 $1.5M
Bailard, Inc. 0.03% Add +2.1% 20,868 $1.5M
Aletheian Wealth Advisors LLC 0.71% — 20,861 $1.5M
Montag A & Associates Inc. 0.07% Add +843.7% 20,847 $1.5M
Bigelow Investment Advisors, LLC 0.58% Add +9.8% 20,814 $1.5M
Advocacy Wealth Management, LLC 0.06% No change 20,804 $1.5M
Meridian Wealth Management, LLC 0.05% Add +23.1% 20,802 $1.5M
Warwick Investment Management, Inc. 0.21% Add +13.5% 20,781 $1.4M
Keystone Global Partners, LLC 0.65% New 20,713 $1.4M
Veracity Capital LLC 0.51% Reduce -9.4% 20,656 $1.4M
Nolet Wealth Management, LLC 0.81% Add +7.5% 20,535 $1.4M
Quest 10 Wealth Builders, Inc. 1.26% Reduce -2.9% 20,528 $1.4M
Evanson Asset Management, LLC 0.08% Reduce -0.5% 20,399 $1.4M
Beacon Capital Management, LLC 0.25% Add +366.8% 20,289 $1.4M
Charter Oak Capital Management, LLC 0.11% Add +41.0% 20,261 $1.4M
Clearbridge Investments, LLC 0.00% Reduce -19.3% 20,260 $1.4M
Ticino Wealth 0.49% Reduce -1.8% 17,726 $1.4M
International Private Wealth Advisors LLC 0.86% Add +6.5% 20,149 $1.4M
International Assets Investment Management, LLC 0.10% Reduce -5.7% 19,982 $1.4M
Cassilly Financial Group LLC 1.22% Add +2.3% 20,111 $1.4M
Waldron Private Wealth LLC 0.05% Add +2.2% 20,026 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +280.3% 20,024 $1.4M
Vision Retirement, LLC 0.40% Reduce -6.8% 20,020 $1.4M
Goldstein Advisors, LLC 0.15% Reduce -11.7% 19,947 $1.4M
Blankinship & Foster, LLC 0.31% Add +0.8% 19,888 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Reduce -6.7% 19,820 $1.4M
Belleair Asset Management, LLC 1.25% Add +0.2% 19,678 $1.4M
Tranquility Partners, LLC 0.52% Add +7.5% 19,632 $1.4M
WealthPLAN Partners, LLC 0.26% Reduce -51.1% 19,486 $1.4M
Cibc World Market Inc. 0.00% Add +3.0% 19,299 $1.3M
Harbor Investment Advisory, LLC 0.11% Add +157.5% 19,192 $1.3M
Patton Albertson Miller Group, LLC 0.16% Reduce -1.6% 19,090 $1.3M
Family Investment Center, Inc. 0.26% Add +0.4% 19,059 $1.3M
Mosaic Family Wealth Partners, LLC 0.14% Reduce -7.1% 19,055 $1.3M
Clarendon Private LLC 1.02% New 18,986 $1.3M
Flagship Harbor Advisors, LLC 0.06% Add +4.7% 18,976 $1.3M
Coordinated Financial Services, Inc. 0.77% Add +4.0% 18,959 $1.3M
Cahill Financial Advisors Inc. 0.14% Add +1.9% 18,898 $1.3M
Bison Wealth, LLC 0.13% Add +0.6% 15,905 $1.3M
Tillman Hartley LLC 0.33% Add +0.0% 18,703 $1.3M
Watershed Private Wealth LLC 0.40% Add +3.3% 18,603 $1.3M
CGN Advisors LLC 0.10% Add +9.8% 18,497 $1.3M
Abacus Planning Group, Inc. 0.17% Reduce -1.5% 18,496 $1.3M
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -6.0% 18,426 $1.3M
MKT Advisors LLC 0.43% Reduce -4.3% 18,233 $1.3M
Legacy Wealth Partners, LLC 0.32% Add +1.7% 18,349 $1.3M
Life Line Wealth Management LLC 0.57% Add +15.5% 18,343 $1.3M
Aspire Private Capital, LLC 0.29% Reduce -9.6% 18,302 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.39% Reduce -28.9% 18,218 $1.3M
Advisors Capital Management, LLC 0.01% Add +0.6% 18,188 $1.3M
Madison Wealth Partners, Inc 0.20% Add +4.3% 18,175 $1.3M
Fire Capital Management LLC 0.59% New 18,161 $1.3M
Avantra Family Wealth, Inc. 0.94% Add +1.0% 18,098 $1.3M
Strategic Wealth Advisors LLC 1.01% Add +257.4% 18,082 $1.3M
Fragasso Financial Advisors Inc 0.08% Reduce -4.0% 17,882 $1.3M
Cornerstone Wealth Management, LLC 0.06% Add +0.3% 17,968 $1.3M
Tiemann Investment Advisors, LLC 0.49% Reduce -0.9% 17,893 $1.2M
New Republic Capital, LLC 0.42% Reduce -7.4% 17,854 $1.2M
Dara Capital Us, Inc. 1.18% No change 17,770 $1.2M
Semus Wealth Partners LLC 0.69% Reduce -12.7% 17,602 $1.2M
Stelac Advisory Services LLC 0.25% Add +34.3% 17,494 $1.2M
Professional Financial Advisors, LLC 0.25% Reduce -21.5% 17,453 $1.2M
Viewpoint Capital Management LLC 0.57% Add +10.5% 17,441 $1.2M
Roundview Capital LLC 0.08% Add +1.6% 17,435 $1.2M
FSM Wealth Advisors, LLC 0.16% Add +27.7% 17,371 $1.2M
Cypress Capital Group 0.14% Reduce -2.0% 17,318 $1.2M
Cohen Capital Management, Inc. 0.19% No change 17,220 $1.2M
Old Mission Investment Co LLC 0.28% Add +4.9% 17,178 $1.2M
Flagstar Securities, Inc. 0.43% Reduce -0.2% 17,153 $1.2M
PFG Advisors 0.06% Add +16.4% 17,122 $1.2M
Unique Wealth, LLC 0.17% Reduce -91.6% 17,115 $1.2M
Horizon Wealth Management, LLC 0.17% Add +5.1% 17,089 $1.2M
Montecito Bank & Trust 0.20% Add +0.9% 17,086 $1.2M
LJI Wealth Management, LLC 0.19% Reduce -49.1% 17,006 $1.2M
Pursuit Wealth Strategies, LLC 1.65% Reduce -3.8% 16,988 $1.2M
Soltis Investment Advisors LLC 0.08% Add +1.1% 16,903 $1.2M
Cassady Wealth & Retirement Planning, LLC 0.61% Reduce -11.3% 15,014 $1.2M
NTV Asset Management LLC 0.13% Add +24.3% 16,857 $1.2M
Lexington Hill Partners, LLC 0.66% No change 16,835 $1.2M
Essex Bank 0.26% Reduce -2.0% 16,766 $1.2M
Hutchens & Kramer Investment Management Group, LLC 0.37% Reduce -7.0% 16,760 $1.2M
CX Institutional 0.04% Reduce -6.1% 16,690 $1.2M
Hillcrest Wealth Advisors - NY, LLC 0.47% No change 16,688 $1.2M
Capital Advisors, Ltd. LLC 0.13% Add +42.1% 16,654 $1.2M
BIP Wealth, LLC 0.05% Reduce -9.2% 16,648 $1.2M
Amplius Wealth Advisors, LLC 0.10% Reduce -4.3% 16,621 $1.2M
HBK Sorce Advisory LLC 0.02% Add +2.3% 13,963 $1.2M
Strategic Wealth Partners, Ltd. 0.08% Add +13.5% 16,588 $1.2M
Stonebridge Financial Group, LLC 0.10% Reduce -2.5% 16,574 $1.2M
HighPoint Advisor Group LLC 0.05% Add +7.2% 16,559 $1.2M
Meyer Handelman Co. 0.04% New 16,474 $1.1M
Upper Left Wealth Management, LLC 0.68% Add +9.9% 16,446 $1.1M
Keyes, Stange & Wooten Wealth Management, LLC 0.51% Reduce -2.9% 16,418 $1.1M
Northwest Bancshares, Inc. 0.23% Add +0.6% 16,335 $1.1M
American Trust 0.10% Add +2.8% 16,297 $1.1M
William Howard & Co Financial Advisors Inc 0.98% Reduce -1.4% 16,259 $1.1M
Visionary Wealth Advisors 0.05% Add +8.0% 16,235 $1.1M
C2C Wealth Management, LLC 0.95% Reduce -0.3% 16,165 $1.1M
Lifeworks Advisors, LLC 0.14% Reduce -14.2% 16,161 $1.1M
Values Added Financial LLC 0.47% Reduce -8.3% 16,159 $1.1M
Tudor Financial Inc. 0.58% Reduce -0.7% 16,129 $1.1M
Maripau Wealth Management LLC 0.49% Reduce -36.2% 16,054 $1.1M
Greenline Partners, LLC 0.12% No change 16,030 $1.1M
Belpointe Asset Management LLC 0.04% Reduce -6.9% 16,002 $1.1M
Clearwater Capital Advisors, LLC 0.09% Reduce -0.0% 15,983 $1.1M
Latitude Advisors, LLC 0.51% Add +23.2% 15,971 $1.1M
Aspire Growth Partners LLC 0.76% Add +3.5% 15,933 $1.1M
Colton Groome Financial Advisors, LLC 0.32% Reduce -1.7% 15,867 $1.1M
Atlas Legacy Advisors, LLC 0.20% Add +7.5% 15,856 $1.1M
VERITY Wealth Advisors 0.74% Add +30.7% 15,852 $1.1M
Conservest Capital Advisors, Inc. 0.10% Add +0.3% 15,848 $1.1M
Vista Investment Management 0.37% Reduce -8.6% 15,800 $1.1M
Howe & Rusling Inc. 0.07% Add +9.2% 15,789 $1.1M
World Equity Group, Inc. 0.29% Reduce -8.8% 15,781 $1.1M
Walkner Condon Financial Advisors LLC 0.14% Reduce -3.2% 15,776 $1.1M
Ethos Financial Group, LLC 0.08% Add +17.1% 15,773 $1.1M
Palisade Asset Management, LLC 0.11% Add +5.3% 15,701 $1.1M
Lee Financial Co 0.15% Add +0.3% 15,667 $1.1M
Everhart Financial Group, Inc. 0.09% Reduce -0.4% 15,547 $1.1M
Asempa Wealth Advisors 0.94% Reduce -7.7% 15,414 $1.1M
TAGStone Capital, Inc. 0.38% Reduce -3.2% 15,466 $1.1M
Baker Boyer National Bank 0.32% No change 15,403 $1.1M
Cidel Asset Management Inc. 0.06% New 15,335 $1.1M
Integrated Wealth Management 1.21% Reduce -42.0% 15,142 $1.1M
Naples Global Advisors, LLC 0.08% Add +1.6% 15,109 $1.1M
Valley Forge Investment Consultants Inc. Adv 0.32% No change 15,073 $1.1M
Laffer Tengler Investments, Inc. 0.18% No change 15,068 $1.1M
Ehrlich Financial Group 0.60% Add +36.7% 15,039 $1.0M
Independence Bank of Kentucky 0.13% Add +8.0% 15,012 $1.0M
Trilogy Capital Inc. 0.05% Reduce -4.6% 15,005 $1.0M
CVS HEALTH Corp 0.49% New 15,000 $1.0M
Ballast Rock Private Wealth LLC 0.58% Reduce -3.1% 14,928 $1.0M
StoneX Group Inc. 0.06% Reduce -19.4% 14,873 $1.0M
Fisher Asset Management 0.00% Add +8.4% 14,738 $1.0M
Kondo Wealth Advisors, Inc. 0.39% Add +4.8% 14,716 $1.0M
LexAurum Advisors, LLC 0.13% — 14,716 $1.0M
Fiduciary Wealth Partners, LLC 0.67% New 14,637 $1.0M
Aspen Investment Management Inc 0.31% Add +16.5% 14,616 $1.0M
Strategic Financial Services, Inc. 0.05% Add +99.0% 14,608 $1.0M
Cornerstone Partners Capital Management, LLC 2.53% Reduce -11.1% 14,598 $1.0M
Ameraudi Asset Management, Inc. 0.55% No change 14,592 $1.0M
Solstein Capital, LLC 0.42% No change 14,580 $1.0M
Talisman Wealth Advisors LLC 0.82% Add +10.3% 14,552 $1.0M
McAdam, LLC 0.05% Add +0.3% 14,544 $1.0M
17 Capital Partners, LLC 0.52% Add +85.0% 14,540 $1.0M
Five Oceans Advisors 0.37% No change 14,529 $1.0M
Seeds Investor LLC 0.14% New 13,162 $1.0M
Arsenal Capital Advisors LLC 0.73% Add +1.7% 14,378 $1.0M
Canandaigua National Corp. 0.09% — 14,366 $1.0M
Vertex Planning Partners, LLC 0.19% Reduce -66.9% 14,331 $1000K
Dearborn Partners LLC 0.05% Add +28.5% 14,314 $998K
Asset One Wealth Management LLC 0.11% Add +24.7% 13,016 $995K
Koshinski Asset Management, Inc. 0.06% Add +7.2% 14,250 $994K
Ascentis Independent Advisors 0.07% Add +93.4% 14,199 $990K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -19.7% 14,167 $988K
Avos Capital Management, LLC 0.39% Reduce -80.6% 14,164 $988K
PCA Investment Advisory Services Inc. 0.33% Add +2.7% 14,130 $986K
Invested Advisors 0.99% Reduce -0.8% 14,118 $985K
REAP Financial Group, LLC 0.19% Add +11.5% 14,105 $984K
Investment Research Partners LLC 0.40% Reduce -2.3% 14,055 $980K
Baker Tilly Wealth Management, LLC 0.24% Add +0.1% 14,037 $979K
JDM Financial Group LLC 0.38% Add +18.6% 13,990 $976K
Moneco Advisors, LLC 0.08% Reduce -10.2% 13,987 $976K
Agf Management Ltd. 0.00% No change 13,970 $974K
Westwood Holdings Group Inc. 0.01% Reduce -0.5% 13,923 $971K
Fourth Dimension Wealth, LLC 0.37% Add +2.0% 13,874 $968K
Strategic Advisory Partners, LLC 0.76% Add +0.6% 13,800 $963K
DV Trading LLC 0.09% Add +193.6% 13,800 $963K
Human Investing LLC 0.14% Add +1.7% 13,750 $959K
National Wealth Management Group, LLC 0.36% Reduce -4.7% 13,688 $955K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +3.1% 13,685 $955K
Zacks Investment Management 0.01% Add +82.5% 13,677 $954K
Manchester Capital Management LLC 0.14% No change 13,647 $952K
Key Financial Inc 0.17% Add +14.8% 13,604 $949K
TruNorth Capital Management, LLC 0.18% Reduce -0.5% 13,568 $946K
Integrity Wealth Advisors, Inc. 0.57% Add +64.0% 13,557 $946K
Investment Research & Advisory Group, Inc. 0.33% Add +0.5% 13,416 $936K
Wellington-Altus USA Inc. 0.55% New 11,296 $936K
JNBA Financial Advisors 0.08% Reduce -0.5% 13,361 $932K
Owl Creek Wealth Partners LLC 0.33% — 13,295 $927K
Arrowroot Family Office, LLC 0.31% Reduce -0.5% 13,294 $927K
Pettinga Financial Advisors LLC 0.17% Reduce -30.0% 13,284 $927K
Daviman Financial, LLC 0.55% Reduce -83.1% 13,274 $926K
Arcus Capital Partners, LLC 0.33% Reduce -47.8% 13,274 $926K
BTG Pactual Asset Management US LLC 0.09% Add +11.1% 13,267 $925K
Certuity, LLC 0.06% Reduce -15.9% 13,206 $921K
Barnes Dennig Private Wealth Management LLC 0.91% Reduce -2.1% 13,157 $918K
Cherry Tree Wealth Management, LLC 0.19% Reduce -3.5% 13,145 $917K
ASL Financial, LLC 0.73% Add +14.7% 13,113 $915K
Blue Capital, Inc. 0.59% Add +4.0% 13,035 $909K
Tranquilli Financial Advisor LLC 0.53% Reduce -6.1% 13,010 $907K
Clare Market Investments LLC 0.19% — 13,000 $907K
Strategic Advocates LLC 4.01% Reduce -95.9% 12,999 $907K
Peirce Capital Management, LLC 0.35% Reduce -1.9% 12,994 $906K
FLP Wealth Management, LLC 1.86% Reduce -9.7% 12,975 $905K
Shade Tree Advisors LLC 0.65% No change 12,943 $903K
Linscomb Wealth, Inc. 0.04% New 12,925 $902K
Angeles Wealth Management, LLC 0.05% Add +13.2% 12,892 $899K
One Day In July LLC 0.07% Add +6.2% 12,858 $897K
Meridian Financial Advisors, LLC 0.49% Add +57.1% 12,766 $890K
Hexagon Capital Partners LLC 0.13% Add +23.1% 12,761 $890K
Navigation Group, LLC 0.21% — 12,755 $890K
Net Worth Advisory Group 0.18% Add +1.7% 12,753 $889K
Vanguard National Trust Co 0.06% — 12,727 $888K
Gilpin Wealth Management, LLC 0.70% Add +0.9% 12,710 $887K
Roble, Belko & Company, Inc 0.11% Reduce -47.1% 12,702 $886K
Paces Ferry Wealth Advisors, LLC 0.37% Reduce -3.1% 12,687 $885K
Pathfinder Wealth Consulting, Inc. 0.57% Reduce -25.0% 12,687 $885K
Moss Adams Wealth Advisors LLC 0.06% Reduce -8.1% 12,669 $884K
RCS Financial Planning, LLC 0.46% Reduce -79.0% 12,639 $882K
Bank of Marin 0.64% Add +17.9% 12,608 $879K
Wealthgarden F.S. LLC 0.60% Reduce -0.3% 12,548 $875K
Optivise Advisory Services LLC 0.53% Reduce -0.2% 12,479 $870K
Davidson Trust Co. 0.37% Reduce -0.7% 12,469 $870K
Shrier Wealth Management, LLC 0.32% Add +0.7% 12,418 $866K
BigSur Wealth Management LLC 0.24% No change 12,375 $863K
Amundi 0.00% Reduce -5.8% 12,372 $863K
Tenzing Financial LLC 0.65% No change 11,490 $861K
Pines Wealth Management, LLC 0.28% Add +0.9% 12,344 $861K
Fiduciary Alliance LLC 0.05% Add +14.2% 11,260 $859K
Avail Investment Partners, LLC 0.92% — 12,311 $859K
Kaydan Wealth Management, Inc. 0.29% Add +6.3% 12,278 $856K
Clark Asset Management, LLC 0.08% Reduce -4.5% 12,260 $855K
BG Investment Services, LLC 0.71% Reduce -0.1% 12,247 $854K
GMO 0.00% Reduce -29.7% 12,244 $854K
Kelly Financial Group LLC 0.21% Reduce -4.7% 12,236 $853K
Tempus Wealth Planning, LLC 0.20% Reduce -24.1% 12,207 $851K
Townsend Asset Management Corp. /NC/ 0.31% Add +3.4% 12,180 $850K
Waystone Advisors LLC 0.76% Reduce -1.9% 12,146 $847K
Summit Wealth Partners, LLC 0.13% Add +3.6% 12,078 $842K
Comprehensive Money Management Services LLC 0.55% No change 12,045 $840K
TrueWealth Financial Partners 0.33% New 12,036 $839K
Aegis Wealth Management, Inc. 0.66% Reduce -8.6% 12,008 $838K
Millington Financial Advisors, LLC 0.35% No change 10,713 $836K
Founders Financial Alliance, LLC 0.15% Add +37.8% 11,969 $835K
Tufton Capital Management 0.15% Add +5.9% 11,944 $833K
Strategic Equity Management 0.31% Add +84.0% 11,899 $830K
Atlatl Advisers LLC 0.62% Reduce -55.5% 11,888 $829K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.34% Reduce -12.5% 11,882 $829K
Hilltop Holdings Inc. 0.08% Reduce -45.0% 11,871 $828K
Total Clarity Wealth Management, Inc. 0.19% Add +45.0% 11,832 $825K
Kathmere Capital Management, LLC 0.05% Add +9.3% 11,789 $822K
Mainstream Capital Management LLC 0.55% Reduce -0.3% 11,749 $819K
Stewardship Advisors, LLC 0.19% Add +10.5% 11,740 $819K
Cogent Private Wealth, Inc. 0.59% Add +0.3% 11,717 $817K
Howard Financial Services, LTD. 0.09% No change 11,705 $816K
Confluence Wealth Services, Inc. 0.03% Add +1.3% 11,691 $815K
Keystone Financial Group, Inc. 0.42% Reduce -0.9% 11,690 $815K
TD Waterhouse Canada Inc. 0.00% Add +38.7% 11,558 $812K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +585.3% 11,596 $809K
Basecamp Wealth Advisors LLC 0.17% No change 11,595 $809K
MainStreet Investment Advisors LLC 0.12% Add +9.2% 11,589 $808K
Victrix Investment Advisors 0.29% Reduce -0.3% 11,556 $806K
Goelzer Investment Management, Inc. 0.04% Add +189.8% 11,556 $806K
Topor & Co. Korea 0.68% New 11,553 $806K
Frank, Rimerman Advisors LLC 0.05% Add +0.2% 11,550 $806K
Cambridge Financial Group, LLC 0.27% Reduce -16.5% 11,543 $805K
Wolff Wiese Magana LLC 0.44% Add +20.3% 11,498 $802K
HORAN Wealth, LLC 0.08% No change 11,873 $799K
Madson Wealth Advisors Inc 0.66% — 11,455 $799K
Owen LaRue, LLC 0.31% New 11,424 $797K
XY Planning Network, Inc. 0.13% Reduce -60.8% 11,329 $796K
tru Independence LLC 0.39% Reduce -15.2% 11,325 $790K
First Bank & Trust 0.13% Reduce -2.6% 11,278 $787K
DBK Financial Counsel, LLC 0.59% Reduce -11.3% 11,211 $782K
Leo Wealth, LLC 0.06% Add +5.0% 11,204 $782K
Verum Partners LLC 0.15% Reduce -4.5% 11,178 $780K
Alpha Advisors, LLC 0.62% No change 11,176 $780K
Kings Path Partners LLC 0.27% Reduce -0.4% 11,160 $778K
Rare Wolf Capital LLC 0.50% Add +0.0% 11,157 $778K
Cary Street Partners Financial LLC 0.02% Add +22.7% 11,110 $775K
Mackenzie Financial Corp. 0.00% Add +5.1% 11,040 $770K
Calton & Associates, Inc. 0.11% Add +138.7% 10,996 $767K
Integras Partners LLC 0.50% Add +7.4% 10,995 $767K
Catalyst Private Wealth, LLC 0.41% Add +67.8% 10,966 $765K
LCW Services, LLC 0.38% Add +25.3% 10,943 $763K
Hills Bank & Trust Co 0.04% Add +10.6% 10,928 $762K
Elevation Wealth Management LLC 0.70% Reduce -11.3% 10,921 $762K
Theory Financial LLC 0.27% Reduce -78.1% 10,895 $760K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -19.8% 10,891 $760K
Firestone Capital Management 0.16% No change 10,886 $759K
Allen Capital Group, LLC 0.07% Reduce -1.9% 10,877 $759K
STAR Financial Bank 0.36% Add +61.8% 10,873 $758K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -3.3% 10,847 $757K
Bogart Wealth, LLC 0.03% Add +48.1% 10,841 $756K
Haverford Financial Services, Inc. 0.23% No change 10,840 $756K
Richards, Merrill & Peterson, Inc. 0.28% Add +21.8% 10,836 $756K
Chapin Davis, Inc. 0.17% Add +3.3% 10,822 $755K
Greykasell Wealth Strategies, Inc. 0.30% No change 10,755 $750K
Abbington Investment Group 0.44% No change 10,743 $749K
TPG Financial Advisors, LLC 0.24% Reduce -16.0% 10,712 $747K
Stephens Inc. 0.01% Add +46.9% 10,695 $746K
ICONIQ Capital, LLC 0.02% No change 10,599 $739K
Twelve Points Wealth Management LLC 0.16% Reduce -0.2% 10,568 $737K
VestGen Investment Management 0.41% Reduce -19.2% 10,564 $737K
IMC-Chicago, LLC 0.01% New 10,533 $735K
Tulsa Wealth Advisors, INC 0.13% New 10,528 $734K
Tompkins Financial Corp. 0.06% Add +9.5% 10,496 $732K
Maseco LLP 0.02% Reduce -11.8% 10,449 $729K
CVA Family Office, LLC 0.08% Reduce -1.0% 10,441 $728K
OFS Enterprise LLC 0.21% — 10,437 $728K
Cornerstone Advisors Asset Management, LLC 0.11% Reduce -7.2% 10,417 $727K
IFG Advisors, LLC 0.12% Reduce -12.5% 10,386 $724K
Canvas Wealth Advisors, LLC 0.12% Reduce -40.6% 10,252 $715K
Van Diest Capital, LLC 0.56% Add +80.8% 10,248 $715K
Cape Investment Advisory, Inc. 0.24% Reduce -1.0% 10,243 $714K
Northland Securities, Inc. 0.68% Add +19.8% 10,224 $713K
Blue Zone Wealth Advisors, LLC 0.14% Reduce -4.5% 10,192 $711K
1607 Capital Partners, LLC 0.05% New 10,180 $710K
Argentarii, LLC 0.25% Reduce -16.6% 10,175 $710K
TRB Wealth Management, LLC 0.10% — 10,145 $708K
Unified Investment Management 0.73% Add +5.8% 10,100 $704K
Arista Wealth Management, LLC 0.09% No change 10,097 $704K
Networth Advisors, LLC 0.49% Reduce -7.7% 10,028 $699K
BlackDiamond Wealth Management, LLC 0.34% Reduce -46.0% 9,997 $697K
Williams & Novak, LLC 0.52% Add +3.1% 9,912 $697K
LongView Wealth Management 0.17% Add +7.1% 9,113 $695K
Vanguard Personalized Indexing Management, LLC 0.01% Add +51.7% 9,953 $694K
Hubbell Strickland Wealth Management, LLC 0.28% Add +11.4% 9,922 $692K
Lantern Wealth Advisors, LLC 0.35% Reduce -17.7% 9,904 $691K
Philadelphia Trust Co. 0.05% No change 9,888 $690K
Sharp Wealth Advisory, LLC 0.34% Reduce -91.0% 9,882 $689K
Compton Financial Group, LLC 0.15% Reduce -12.5% 9,810 $684K
Winter & Associates, Inc. 0.60% Reduce -3.9% 9,737 $683K
Glassman Wealth Services 0.09% Add +0.7% 9,741 $679K
Black Cypress Capital Management, LLC 0.49% Add +7.2% 9,722 $678K
Wealth Architects, LLC 0.06% Reduce -0.2% 9,710 $677K
Mattern Capital Management, LLC 0.08% Add +2.8% 9,695 $676K
Truepoint, Inc. 0.02% Reduce -0.4% 9,680 $675K
Hassell Wealth Management, LLC 0.23% Add +0.0% 9,620 $671K
DGS Capital Management, LLC 0.11% Add +73.9% 9,620 $671K
Evoke Wealth, LLC 0.01% Reduce -18.3% 9,591 $669K
Vistica Wealth Advisors, LLC 0.66% No change 9,547 $666K
Marquette Associates, Inc. 0.72% New 9,545 $666K
Essex Financial Services, Inc. 0.04% Add +24.6% 9,521 $664K
Index Fund Advisors, Inc. 0.03% Reduce -0.1% 9,454 $659K
Proficio Capital Partners LLC 0.04% No change 9,424 $657K
Rossmore Private Capital 0.06% No change 9,398 $656K
Fiduciary Financial Advisors 0.58% — 9,395 $655K
Emprise Bank 0.26% Reduce -6.0% 9,393 $655K
Financial Strategies Group, Inc. 0.11% Reduce -11.3% 8,383 $654K
Lynx Investment Advisory 0.31% Add +97.8% 9,346 $652K
Xcelsior Advisor Partners LLC 0.25% Add +1.2% 9,335 $651K
PGIM Custom Harvest LLC 0.01% Add +64.4% 9,330 $651K
Compass Capital Corp. /Ma/ 0.23% Reduce -5.5% 7,927 $647K
Crusonia Wealth Advisors LLC 0.13% Add +15.7% 9,264 $646K
Williams Jones Wealth Management, LLC. 0.01% Add +65.8% 9,245 $645K
Berger Financial Group, Inc 0.04% Add +0.1% 9,239 $644K
Summit Wealth Group, LLC 0.15% Reduce -0.3% 9,236 $644K
Hoge Financial Services, LLC 0.34% Reduce -0.9% 9,232 $644K
West Wealth Group, LLC 0.13% Reduce -11.5% 9,216 $643K
Novem Group 0.07% Add +38.4% 9,212 $643K
PCG Asset Management, LLC 0.51% Add +14.5% 9,204 $642K
Gold Investment Management Ltd. 0.20% Add +0.4% 9,166 $639K
Equita Financial Network, Inc. 0.20% Reduce -40.2% 9,132 $637K
Wesbanco Bank Inc. 0.02% No change 9,113 $636K
Vista Capital Partners, Inc. 0.06% Reduce -6.8% 9,110 $635K
Strategic Financial Planning, Inc. 0.37% Reduce -82.5% 5,107 $635K
O'Keefe Stevens Advisory, Inc. 0.16% New 9,066 $632K
Intrua Financial, LLC 0.07% Reduce -7.7% 9,053 $631K
Madison Asset Management, LLC 0.01% Add +14.3% 9,030 $630K
Trust Co of the South 0.10% No change 9,016 $629K
Baker Avenue Asset Management, LP 0.01% Add +10.7% 9,007 $628K
Brookwood Investment Group LLC 0.08% Reduce -24.6% 8,972 $626K
Fortis Capital Management LLC 0.08% Add +21.2% 8,962 $625K
Empirical Asset Management, LLC 0.16% Reduce -19.9% 8,895 $620K
Impact Partnership Wealth, LLC 0.08% Add +1.8% 8,867 $618K
Plum Street Advisors, LLC 0.21% Reduce -0.7% 8,863 $618K
South Shore Capital Advisors 0.45% Reduce -26.1% 8,856 $618K
Moneda S.A. Administradora General de Fondos 0.50% No change 8,855 $618K
Mayport, LLC 0.11% Reduce -12.9% 8,839 $617K
Wayfinding Financial, LLC 0.27% Add +1.4% 8,823 $615K
Legacy Private Trust Co. 0.04% Add +6.0% 8,798 $614K
Arvest Bank Trust Division 0.03% New 8,771 $612K
Community Trust & Investment Co. 0.03% No change 8,759 $611K
Hudson Edge Investment Partners Inc. 0.09% New 8,750 $610K
BFI Infinity Ltd. 0.34% Reduce -11.2% 8,745 $610K
Lockerman Financial Group, Inc. 1.10% Add +13.0% 8,731 $609K
Tassel Capital Management, Inc. 0.33% Add +0.1% 8,654 $604K
Optiver Holding B.V. 0.02% New 8,631 $602K
Axos Invest Inc. 0.45% Reduce -25.9% 8,626 $602K
Clear Harbor Asset Management, LLC 0.04% Add +15.3% 8,565 $597K
Arkansas Financial Group, Inc. 0.08% Reduce -2.4% 8,039 $596K
Keating Financial Advisory Services, Inc. 0.10% Add +87.2% 8,471 $591K
FSA Advisors, Inc. 0.39% Reduce -91.7% 8,454 $590K
Potentia Wealth 0.23% New 8,435 $588K
Redwood Investment Management, LLC 0.07% Reduce -80.6% 8,431 $588K
Citizens National Bank Trust Department 0.10% No change 8,428 $588K
Highview Capital Management LLC 0.21% Add +0.6% 8,408 $586K
Resurgent Financial Advisors LLC 0.21% Reduce -48.8% 8,382 $585K
Aurdan Capital Management, LLC 0.18% Add +1.7% 8,380 $585K
Realta Investment Advisors 0.20% Add +3.3% 8,340 $582K
Fiscal Wisdom Wealth Management, LLC 0.56% Add +16.5% 8,297 $579K
Inspirion Wealth Advisors, LLC 0.07% Add +1.2% 8,295 $579K
Reflection Asset Management 0.35% Reduce -1.9% 7,361 $578K
IF Advisors, LLC 0.41% Add +175.1% 8,279 $577K
Creative Financial Designs Inc. 0.04% Reduce -55.3% 8,276 $577K
Breakwater Capital Group 0.08% Reduce -2.5% 8,260 $576K
Peterson Wealth Advisors, LLC 0.08% Reduce -0.7% 8,257 $576K
Steelhead Wealth Management LLC 0.29% — 8,225 $573K
Talon Private Wealth, LLC 0.08% — 8,212 $573K
Argonautica Private Wealth Management, Inc. 0.17% Add +7.2% 8,206 $572K
Nicholas Hoffman & Company, LLC. 0.01% Add +2.3% 8,203 $572K
Onyx Bridge Wealth Group LLC 0.06% Add +0.1% 8,182 $571K
Signature Equity Partners, LLC 0.30% Reduce -2.3% 8,126 $567K
Alteri Wealth LLC 0.18% Reduce -5.3% 8,100 $565K
Stonekeep Investments, LLC 0.37% Reduce -0.8% 8,091 $564K
Independent Wealth Network Inc. 0.17% Add +9.4% 8,087 $564K
Cynosure Group, LLC 0.07% Reduce -9.6% 8,067 $563K
Powerhouse Assets LLC 0.49% No change 8,029 $560K
Legacy Capital Group California, Inc. 0.21% No change 8,007 $558K
McNamara Financial Services, Inc. 0.11% Reduce -3.8% 7,997 $558K
Phillips Financial Management, LLC 0.04% Reduce -23.6% 7,982 $557K
Fortis Capital Advisors, LLC 0.07% Reduce -32.3% 7,975 $556K
Presidio Capital Management, LLC 0.16% Add +110.6% 7,968 $556K
Northbridge Financial Group, LLC 0.24% Reduce -8.4% 7,416 $556K
Biltmore Family Office, LLC 0.08% Reduce -1.6% 7,964 $555K
SeaCrest Wealth Management, LLC 0.06% Add +30.5% 7,961 $555K
Melfa Wealth Management, Inc. 0.32% Add +6.0% 7,914 $552K
Gateway Investment Advisers LLC 0.01% New 7,887 $550K
CWS Financial Advisors, LLC 0.14% Reduce -40.4% 7,836 $547K
Ellis Investment Partners, LLC 0.09% Add +2.2% 7,829 $546K
Strathmore Capital Advisors, Inc. 0.15% New 6,986 $546K
Focused Alpha, LLC 0.17% Reduce -6.9% 7,823 $546K
Yoffe Investment Management, LLC 0.70% No change 7,800 $544K
Petros Family Wealth, LLC 0.39% Reduce -20.2% 7,795 $544K
Daner Wealth Management, LLC 0.32% Add +0.7% 6,732 $542K
Helium Advisors LLC 0.52% Add +125.2% 7,726 $539K
1ST Source Bank 0.03% Add +6.9% 7,725 $539K
Ally Invest Advisors Inc. 0.04% Reduce -14.0% 7,723 $539K
Gladwyn Financial Advisors, Inc. 0.37% No change 7,721 $539K
Stratos Investment Management, LLC 0.02% Add +79.1% 7,681 $536K
Aries Wealth Management 0.12% No change 7,673 $535K
City Holding Co. 0.07% No change 7,650 $534K
Financial Perspectives, Inc 0.15% Reduce -0.6% 7,647 $533K
Keenan, LLC 0.45% Reduce -50.8% 7,626 $532K
Westmount Partners, LLC 0.13% Add +2.0% 7,625 $532K
Sage Mountain Advisors LLC 0.04% Reduce -0.6% 7,612 $531K
Wilshire Advisors LLC 5.32% Reduce -13.2% 7,599 $530K
Wellington Grp LLC 0.16% Add +28.1% 7,596 $530K
Tempo Wealth, LLC 0.09% Add +3.7% 7,591 $529K
Live Oak Private Wealth LLC 0.07% Reduce -2.1% 7,568 $528K
Centennial Advisors, LLC 0.66% Reduce -7.0% 7,483 $522K
Patron Partners, LLC 0.23% Reduce -24.7% 7,473 $521K
MorganRosel Wealth Management, LLC 0.21% Reduce -39.7% 7,466 $521K
Washington Trust Advisors, Inc. 0.04% Add +8.4% 7,452 $520K
Accredited Investor Services, LLC 0.33% Reduce -1.1% 7,440 $519K
Smith Thornton Advisors LLC 0.26% No change 7,434 $519K
3Chopt Investment Partners, LLC 0.12% Add +0.3% 7,428 $518K
Revolve Wealth Partners, LLC 0.07% Reduce -0.1% 7,372 $514K
Coastline Trust Co 0.05% Add +19.4% 7,372 $514K
Northside Capital Management, LLC 0.05% No change 7,364 $514K
LS Investment Advisors, LLC 0.08% No change 7,363 $514K
MBA Advisors LLC 0.20% Reduce -0.1% 7,349 $513K
Three Bridge Wealth Advisors, LLC 0.14% Add +62.6% 7,332 $511K
Seven Post Investment Office LP 0.17% Reduce -0.2% 7,324 $511K
Stirlingshire Investments, Inc. 0.45% Reduce -9.5% 7,295 $509K
Morton Capital Management LLC 0.08% Add +125.6% 7,286 $508K
Robinhood Asset Management, LLC 0.04% Reduce -13.2% 7,262 $507K
Cornell Pochily Investment Advisors, Inc. 0.15% Add +1.4% 7,245 $505K
Chicago Capital, LLC 0.01% Reduce -4.3% 7,212 $503K
W1M Asset Management Ltd 0.01% Reduce -45.8% 7,198 $502K
SIMA Wealth Partners, LLC 0.38% Add +8.5% 7,195 $502K
Tidal Investments LLC 0.00% Add +19.0% 7,180 $501K
SHP Wealth Management 0.04% Reduce -4.3% 7,154 $499K
Capital Investment Advisory Services, LLC 0.04% Reduce -83.7% 7,123 $497K
J.E. Simmons & Co., P.C. 0.33% Reduce -14.3% 7,102 $495K
Courage Miller Partners, LLC 0.14% Reduce -0.1% 7,095 $495K
Jackson Thornton Wealth Management, LLC 0.04% Reduce -5.8% 6,647 $494K
Spartan Wealth Advisory Services LLC 0.04% — 7,074 $493K
Clear Investment Research, LLC 0.77% Reduce -14.3% 7,022 $490K
Focused Wealth Management, Inc 0.05% No change 7,018 $489K
Brown Wealth Management, LLC 0.13% Add +40.5% 7,002 $488K
Voisard Asset Management Group, Inc. 0.10% Reduce -0.1% 6,976 $487K
Trust Point Inc. 0.04% Reduce -12.9% 6,953 $485K
Canandaigua National Trust Co of Florida 0.39% Reduce -55.1% 6,911 $482K
NorthCrest Asset Manangement, LLC 0.01% New 6,927 $482K
Turim 21 Investimentos Ltda. 0.12% Reduce -96.8% 6,891 $481K
Livet Wealth, LLC 0.31% Reduce -1.6% 6,880 $480K
Milestone Asset Management Group, LLC 0.28% Reduce -0.2% 6,847 $478K
Fort Washington Investment Advisors Inc. 0.00% Add +15.3% 6,846 $478K
Walsh & Associates, LLC 0.47% No change 6,828 $476K
Certified Advisory Corp 0.04% Add +61.1% 6,785 $473K
Beese Fulmer Investment Management, Inc. 0.03% Add +26.9% 6,771 $472K
Noesis Capital Mangement Corp. 0.07% Add +11.1% 6,767 $472K
Main Street Financial Solutions, LLC 0.03% Reduce -5.8% 6,726 $469K
Beacon Financial Advisory LLC 0.11% Reduce -56.6% 6,711 $468K
Retirement Planning Group, LLC 0.01% Add +41.5% 6,667 $465K
Patten & Patten Inc. 0.03% Add +3.6% 6,646 $464K
Traynor Capital Management, Inc. 0.03% Add +18.7% 6,885 $463K
Hixon Zuercher, LLC 0.14% No change 6,620 $462K
Personal Cfo Solutions, LLC 0.06% New 6,604 $461K
Schwallier Wealth Management LLC 0.34% Add +11.2% 6,585 $459K
Phillips Wealth Planners LLC 0.34% Reduce -10.1% 5,493 $456K
Bush Investment Group, LLC 0.25% Reduce -82.9% 6,520 $455K
Investment Advisory Group, LLC 0.12% Add +1.4% 6,500 $453K
Private Capital Management, LLC 0.05% Add +2.1% 6,498 $453K
American National Bank & Trust 0.04% No change 6,467 $451K
WPG Advisers, LLC 0.33% Reduce -0.9% 6,464 $451K
Awm Capital, LLC 0.04% Reduce -0.7% 6,447 $450K
Financial Partners Group, Inc 0.05% Reduce -0.2% 6,416 $448K
Sageworth Trust Co 0.02% No change 6,385 $445K
Compass Ion Advisors, LLC 0.04% Add +1.1% 6,379 $445K
Diversify Advisory Services, LLC 0.07% Reduce -95.5% 5,778 $445K
Daymark Wealth Partners, LLC 0.01% Reduce -16.3% 6,376 $445K
Synergy Asset Management, LLC 0.05% Add +32.9% 6,373 $445K
LCNB Corp. 0.15% No change 6,367 $444K
Beaumont Financial Advisors, LLC 0.03% Reduce -2.1% 6,359 $444K
SYM FINANCIAL Corp 0.04% Reduce -8.0% 6,351 $443K
New England Private Wealth Advisors LLC 0.05% No change 6,349 $443K
Dunhill Financial, LLC 0.10% Add +22.3% 6,346 $443K
Pinney & Scofield, Inc. 0.24% Add +0.8% 6,344 $442K
Spirepoint Private Client, LLC 0.04% Reduce -5.4% 6,340 $442K
Karpus Management, Inc. 0.01% Reduce -4.2% 6,326 $441K
City State Bank 0.11% Add +1.2% 6,325 $441K
Private Management Group Inc. 0.01% No change 6,317 $441K
Financial Life Advisors 0.14% Add +50.7% 6,307 $440K
RHS Financial, LLC 0.21% Reduce -9.1% 6,293 $439K
Aureus Asset Management, LLC 0.03% New 6,289 $439K
Synergy Financial Group, LTD 0.33% New 6,255 $436K
Kennebec Savings Bank 0.39% Reduce -3.0% 6,221 $434K
Legacy Capital Wealth Partners, LLC 0.09% New 6,209 $433K
Newman Dignan & Sheerar, Inc. 0.09% Reduce -57.9% 6,193 $432K
Factor Wealth Management LTD 0.08% Reduce -6.9% 6,167 $430K
Piscataqua Savings Bank 0.30% Reduce -8.2% 6,122 $427K
Institute for Wealth Management, LLC. 0.05% Reduce -3.8% 6,116 $427K
Higgins & Schmidt Wealth Strategies LLC 0.19% Reduce -7.7% 6,095 $425K
Augustine Asset Management Inc. 0.10% Add +22.1% 6,049 $422K
Inscription Capital, LLC 0.04% Add +1.2% 6,025 $420K
CFO4Life Group, LLC 0.06% Reduce -0.2% 6,009 $419K
Sax Wealth Advisors, LLC 0.02% Reduce -0.9% 6,221 $418K
Summit Global Investments 0.02% New 5,976 $417K
True Link Financial Advisors, LLC 0.03% Reduce -6.5% 5,976 $417K
Decker Retirement Planning Inc. 0.19% Reduce -0.5% 5,945 $415K
Thoroughbred Financial Services, LLC 0.02% Reduce -1.1% 5,945 $414K
Mitchell Capital Management Co. 0.08% No change 5,934 $414K
Hanson & Doremus Investment Management 0.05% Add +11.3% 5,910 $412K
Tactive Advisors, LLC 0.12% Reduce -7.4% 5,894 $411K
Corrado Advisors, LLC 0.21% Add +5.8% 5,854 $408K
Spectrum Advisors, Inc. 0.32% — 5,853 $408K
Parsons Capital Management Inc. 0.02% Add +29.1% 5,828 $406K
TOWER TRUST & INVESTMENT Co 0.27% Add +2.1% 5,825 $406K
Fayez Sarofim & Co 0.00% No change 5,812 $405K
Wulff, Hansen & Co. 0.41% No change 5,804 $405K
Legacy PCG, LLC 2.19% Reduce -79.8% 5,765 $402K
Global Financial Private Client, LLC 0.13% Add +6.8% 5,742 $401K
Aviso Financial Inc. 0.01% Reduce -6.5% 5,740 $400K
Legacy Wealth Asset Management, LLC 0.10% Reduce -66.4% 5,710 $398K
Beckerman Institutional, LLC 0.21% Add +5.8% 5,708 $398K
AlphaStar Capital Management, LLC 0.03% Add +4.4% 5,691 $397K
Washington Trust Bank 0.03% Add +48.6% 5,687 $397K
Jackson Hole Capital Partners, LLC 0.07% No change 5,675 $396K
Obermeyer Wealth Partners 0.02% Reduce -6.5% 5,667 $395K
My Personal CFO, LLC 0.17% No change 5,664 $395K
Wingate Wealth Advisors, Inc. 0.21% Add +2.3% 5,663 $395K
Carter Financial Group, INC. 0.24% Reduce -3.8% 5,642 $394K
Oppenheimer Asset Management Inc. 0.00% Reduce -20.1% 5,639 $393K
EdgeRock Capital LLC 0.11% Add +18.8% 5,617 $392K
Glen Eagle Advisors, LLC 0.05% Add +6.7% 5,608 $391K
Beverly Hills Private Wealth, LLC 0.07% Reduce -11.0% 5,602 $391K
Adventist Health System/ West 0.07% New 5,601 $391K
SilverOak Wealth Management LLC 0.06% No change 5,599 $391K
Sand Hill Global Advisors, LLC 0.01% Add +55.2% 5,595 $390K
Meredith Wealth Planning 0.11% Reduce -2.0% 5,593 $390K
KDK Private Wealth Management, LLC 0.36% Reduce -0.2% 5,592 $390K
Hudson Capital Management LLC 0.10% Reduce -95.6% 5,585 $390K
Lazard Freres Gestion S.A.S. 0.01% Add +86.3% 5,590 $389K
Integrity Investment Advisors, LLC 0.21% New 5,569 $388K
Advisortrust Partners, LLC 0.16% Add +36.6% 5,562 $388K
HBE Wealth Management, LLC 0.34% Reduce -10.0% 5,537 $386K
Clearwave Capital, LLC 0.26% No change 5,524 $385K
Atlas Brown,Inc. 0.12% Add +14.8% 5,511 $384K
Outbound Financial Inc 0.29% No change 5,510 $384K
Petix & Botte Co 0.17% Reduce -63.9% 5,500 $384K
Collier Financial 0.29% Add +4.7% 5,499 $384K
Fulcrum Capital LLC 0.08% No change 5,480 $382K
TCV Trust & Wealth Management, Inc. 0.03% Add +5.6% 5,480 $382K
Stage Harbor Financial, LLC 0.25% Add +14.0% 5,457 $381K
Midwest Financial Partners Investments, Inc. 0.20% No change 5,449 $380K
180 Wealth Advisors, LLC 0.04% Reduce -6.2% 5,446 $380K
AAF Wealth Management, LLC 0.16% Reduce -5.1% 5,441 $380K
SouthState Bank Corp 0.02% Add +1.6% 5,429 $379K
LWM Advisors Inc. 0.33% New 5,404 $377K
Fairvoy Private Wealth, LLC 0.09% Reduce -68.2% 5,397 $376K
Penobscot Wealth Management 0.11% Reduce -1.1% 5,396 $376K
Clarity Wealth Advisors, LLC 0.08% Add +1.8% 5,389 $376K
Jamison Private Wealth Management, Inc. 0.05% Reduce -0.3% 5,379 $375K
Abacus Wealth Partners, LLC 0.03% New 5,373 $375K
Curtis Wealth Management LLC 0.35% Reduce -81.3% 5,355 $374K
Capital Wealth Management, LLC 0.10% Reduce -9.7% 5,318 $371K
Everest Private Wealth 0.19% Add +19.3% 5,286 $369K
WJ Financial Advisors LLC 0.30% New 5,282 $368K
apricus wealth, LLC 0.18% Add +3.4% 5,275 $368K
Downshift Financial, LLC 0.19% No change 4,779 $368K
Tennessee Valley Asset Management Partners 0.05% Add +74.0% 5,269 $367K
Formidable Asset Management, LLC 0.06% Reduce -1.0% 5,465 $367K
Slagle Financial, LLC 0.12% Reduce -12.5% 5,246 $366K
Prosperity Planning, Inc. 0.13% Add +8.3% 5,240 $365K
Gibbs Wealth Management 0.05% New 5,229 $365K
Fortitude Advisory Group L.L.C. 0.16% Add +5.2% 5,219 $364K
Dopkins Wealth Management, LLC 0.15% Add +0.5% 5,209 $363K
Obsidian Cio, LLC 0.33% Add +178.7% 5,203 $363K
Jeter Robert S II 0.36% — 4,359 $362K
Great Diamond Partners, LLC 0.07% Reduce -47.2% 5,179 $361K
HM Payson & Co. 0.01% Add +3.1% 5,175 $361K
Noble Wealth Management PBC 0.18% Add +0.2% 5,132 $358K
Archer Investment Management, LLC 0.15% Reduce -23.3% 5,105 $356K
Joel Isaacson & Co., LLC 0.01% No change 5,087 $355K
Aviso Wealth Management 0.16% No change 5,068 $353K
USA Financial Formulas 0.07% Reduce -30.3% 5,040 $352K
Warren Street Wealth Advisors, LLC 0.09% Add +23.5% 5,036 $351K
Cabot Wealth Management Inc. 0.04% Add +1.8% 5,032 $351K
Brady Family Wealth, LLC 0.11% Reduce -1.4% 5,022 $350K
Tidemark, LLC 0.09% Add +605.3% 5,022 $350K
Koss-Olinger Consulting, LLC 0.03% Reduce -9.3% 5,013 $350K
West Michigan Advisors, LLC 0.08% Add +6.2% 5,004 $349K
Bell Bank 0.01% No change 5,003 $349K
GAMCO Investors 0.00% Add +66.7% 5,000 $349K
Foster & Motley Inc. 0.02% Reduce -12.6% 4,972 $347K
Town Capital LLC 0.28% Reduce -70.3% 4,973 $347K
Detalus Advisors, LLC 0.08% Add +3.1% 4,963 $346K
Sunpointe, LLC 0.11% Add +2.3% 4,951 $345K
NWF Advisory Services Inc. 0.04% Add +42.9% 4,948 $345K
PKS Advisory Services, LLC 0.08% Add +1.4% 4,924 $343K
First County Bank 0.18% Reduce -4.2% 4,918 $343K
Collaborative Wealth Managment Inc. 0.16% Reduce -27.5% 4,914 $343K
Plan A Wealth LLC 0.16% Reduce -1.0% 4,911 $343K
Delta Wealth Advisors LLC 0.26% Add +4.1% 4,910 $342K
Windward Private Wealth Management Inc. 0.12% Add +29.0% 4,904 $342K
New England Asset Management Inc. 0.04% No change 4,900 $342K
Plan Group Financial, LLC 0.08% New 4,898 $342K
Denver PWM, LLC 0.12% Reduce -32.4% 4,112 $341K
Novus Advisors, LLC 0.76% Add +9.1% 4,852 $338K
St Germain D J Co. Inc. 0.01% Reduce -12.5% 4,850 $338K
Riversedge Advisors, LLC 0.05% Reduce -5.2% 4,842 $338K
Simplex Trading, LLC 0.01% Add +175.5% 4,840 $338K
Badgley Phelps Wealth Managers, LLC 0.01% Add +7.4% 4,819 $336K
Evelyn Partners Investment Management LLP 0.01% Add +11.6% 4,808 $335K
GDS Wealth Management 0.02% Reduce -5.3% 4,783 $334K
North Dallas Bank & Trust Co. 0.23% Add +16.3% 4,780 $333K
Cedarwood Wealth LLC 0.34% Reduce -36.0% 4,761 $332K
Huntleigh Advisors, Inc. 0.06% Add +25.5% 4,745 $331K
Destiny Wealth Partners, LLC 0.04% Add +58.9% 4,712 $329K
Tradition Wealth Management, LLC 0.02% Reduce -92.4% 4,700 $328K
Gemmer Asset Management LLC 0.03% Add +13.4% 4,682 $327K
JPL Wealth Management, LLC 0.07% No change 4,674 $326K
Avaii Wealth Management, LLC 0.11% Add +7.0% 4,673 $326K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -39.8% 4,672 $326K
Forte Asset Management LLC 0.14% No change 4,670 $326K
White Lighthouse Investment Management Inc. 0.05% Add +32.4% 4,663 $325K
Allium Financial Advisors, LLC 0.26% New 4,657 $325K
C M Bidwell & Associates Ltd. 0.15% No change 4,655 $325K
Rowlandmiller & Partners.adv 0.07% No change 4,639 $324K
Harrington Investments, INC 0.17% No change 4,632 $323K
Uptown Financial Advisors LLC 0.26% No change 4,631 $323K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +181.0% 4,611 $322K
Fielder Capital Group LLC 0.07% No change 4,605 $321K
Manhattan West Asset Management, LLC 0.06% No change 4,603 $321K
Bayban 0.28% Reduce -6.3% 4,593 $320K
GM Advisory Group, LLC 0.01% Add +11.8% 4,588 $320K
Raffa Wealth Management, LLC 0.05% No change 4,575 $319K
M.E. Allison & Co., Inc. 0.21% New 4,570 $319K
Pallas Capital Advisors LLC 0.01% Reduce -24.5% 4,566 $318K
Abel Hall, LLC 0.07% Add +0.4% 4,553 $318K
Presilium Private Wealth, LLC 0.06% Add +15.3% 4,535 $316K
Johnson Financial Group, LLC 0.02% Reduce -18.0% 4,527 $316K
Bouvel Investment Partners, LLC 0.09% No change 4,525 $316K
Balboa Wealth Partners 0.05% New 4,510 $315K
Pacific Financial Group Inc. 0.17% Add +41.3% 4,504 $314K
GW&K Investment Management, LLC 0.00% Add +14.1% 4,504 $314K
Thompson David Blair 0.18% Reduce -38.9% 4,490 $313K
Prism Planning Partners LLC 0.37% Reduce -0.6% 4,481 $313K
Miramontes Capital, LLC 0.11% Add +17.4% 4,439 $310K
Little House Capital LLC 0.08% Add +27.9% 4,437 $309K
Kagan Cocozza Asset Management 0.22% New 4,436 $309K
Kavar Capital Partners Group, LLC 0.04% No change 4,418 $308K
Impact Capital Partners LLC 0.09% Reduce -17.6% 4,413 $308K
First Western Trust Bank 0.02% Add +20.7% 4,387 $306K
Naviter Wealth, LLC 0.04% Add +1.8% 4,382 $306K
Kiley Juergens Wealth Management, LLC 0.05% New 4,380 $306K
Motco 0.03% Add +20.2% 4,362 $304K
Dynamic Financial Group 0.25% Add +36.1% 4,362 $304K
Wrenne Financial Planning LLC 0.12% No change 4,308 $300K
Quantify Chaos Advisors, LLC 0.93% Add +2.6% 4,297 $300K
Burling Wealth Partners, LLC 0.05% No change 4,293 $299K
Guyasuta Investment Advisors Inc. 0.02% Add +39.7% 4,291 $299K
Debussy Capital Management LP 0.04% Reduce -2.0% 4,288 $299K
Kooman & Associates 0.09% Reduce -5.4% 4,278 $298K
Investment Counsel Co. of Nevada 0.67% Add +2096.9% 4,262 $297K
Donaldson Capital Management, LLC 0.01% Add +15.4% 4,260 $297K
Carnegie Investment Counsel 0.01% Add +20.1% 4,238 $296K
GatePass Capital, LLC 0.15% Reduce -67.8% 4,232 $295K
Farmers National Bank 0.07% Reduce -5.0% 4,232 $295K
Kera Capital Partners, Inc. 0.04% Add +20.6% 4,229 $295K
Beacon Financial Group 0.03% Reduce -47.9% 4,228 $295K
Country Trust Bank 0.01% No change 4,222 $294K
Arlington Financial Advisors, LLC 0.04% Add +2.7% 4,219 $294K
Horizons Wealth Management 0.20% No change 4,207 $293K
Clear Wave Wealth Management LLC 0.07% — 4,207 $293K
BOK Financial Private Wealth, Inc. 0.02% Reduce -43.6% 4,191 $292K
American National Bank of Texas 0.28% New 4,181 $292K
Burford Brothers, Inc. 0.12% Reduce -48.9% 4,181 $292K
Anchyra Partners LLC 0.09% Add +12.2% 4,164 $290K
Matrix Asset Advisors Inc. 0.03% Add +8.5% 4,162 $290K
Hibernia Wealth Partners, LLC 0.09% Reduce -3.1% 4,157 $290K
NorthAvenue LLC 0.23% Reduce -0.8% 4,155 $290K
Financial Freedom, LLC 0.14% Add +5.5% 4,154 $290K
1015 Capital Partners, LLC 0.28% No change 4,145 $289K
Wells Financial Advisors INC 1.31% Add +20540.0% 4,128 $288K
Great Point Wealth Advisors, LLC 0.05% Reduce -2.7% 4,087 $285K
Hobbs Wealth Management, LLC 0.28% Reduce -96.1% 4,082 $285K
Tritonpoint Wealth, LLC 0.03% Reduce -10.9% 4,082 $285K
Axis Wealth Partners, LLC 0.15% Reduce -4.1% 4,077 $284K
Financially in Tune, LLC 0.24% Add +4.3% 4,070 $284K
Edgemoor Investment Advisors, Inc. 0.02% No change 4,054 $283K
Balanced Rock Investment Advisors LLC 0.20% Reduce -0.1% 4,032 $281K
Matrix Private Capital Group LLC 0.14% No change 4,019 $280K
Keener Financial Planning LLC 0.12% Reduce -0.3% 4,027 $280K
Genesis Wealth Advisors, LLC 0.19% No change 4,007 $279K
Fsa Wealth Partners, Inc. 0.13% Reduce -14.6% 4,002 $279K
RAM Investment Partners, LLC 0.05% Add +1.3% 4,002 $279K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% New 4,000 $279K
Villere St Denis J & Co. LLC 0.03% Reduce -33.3% 3,999 $279K
ShoreHaven Wealth Partners, LLC 0.10% Reduce -5.2% 3,999 $279K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -14.7% 3,993 $279K
Postrock Partners LLC 0.13% No change 3,988 $278K
Quad-Cities Investment Group, LLC 0.11% Reduce -6.7% 3,976 $277K
Ti-Trust, Inc. 0.16% No change 3,974 $277K
Duncan Williams Asset Management, LLC 0.08% Reduce -0.5% 3,954 $276K
Acorn Wealth Advisors, LLC 0.08% New 3,948 $275K
Flagship Private Wealth, LLC 0.11% New 3,927 $274K
Partners in Financial Planning 0.05% Add +12.8% 3,924 $274K
Bragg Financial Advisors, Inc 0.01% New 3,917 $273K
Pacifica Partners Inc. 0.09% Reduce -15.6% 3,913 $273K
CRA Financial Services, LLC 0.04% Add +25.1% 3,913 $273K
Bluedoor Private Wealth, LLC 0.13% New 3,901 $272K
Old Port Advisors 0.06% Add +17.1% 3,886 $271K
BBR Partners, LLC 0.01% Reduce -28.8% 3,863 $269K
Am Investment Strategies LLC 0.06% No change 3,856 $269K
Wealth Care LLC 0.24% — 3,853 $269K
IVC Wealth Advisors LLC 0.12% Reduce -15.5% 3,842 $268K
ETF Store, Inc. 0.26% Add +20.8% 3,837 $268K
Frisch Financial Group, Inc. 0.06% Add +14.5% 3,813 $266K
Harbor Advisory Corp. 0.08% No change 3,810 $266K
Citizens Business Bank 0.04% No change 3,801 $265K
Prairiewood Capital, LLC 0.08% No change 3,794 $265K
Magnolia Capital Management Ltd. 0.18% No change 3,775 $263K
Pacific Excel Wealth Advisors, Inc. 0.28% New 3,770 $263K
W.H. Cornerstone Investments Inc. 0.16% New 3,764 $263K
First National Advisers, LLC 0.04% No change 3,760 $262K
Bedel Financial Consulting, Inc. 0.03% New 3,748 $261K
Element Pointe Advisors, LLC 0.05% No change 3,733 $260K
Oakwell Private Wealth Management, LLC 0.05% Add +1.5% 3,717 $259K
Allegheny Financial Group 0.03% Add +0.7% 3,715 $259K
Rothschild Investment LLC 0.01% Add +11.8% 3,709 $259K
Zhang Financial LLC 0.01% No change 3,705 $258K
Sonata Capital Group Inc. 0.10% New 3,704 $258K
Byrne Financial Freedom, LLC 0.12% New 3,703 $258K
River Street Advisors LLC 0.09% Add +20.3% 3,690 $257K
Ceera Investments, LLC 0.11% Add +5.2% 3,660 $255K
Opal Wealth Advisors, LLC 0.06% Reduce -15.6% 3,639 $254K
Novak & Powell Financial Services, Inc. 0.13% Add +5.9% 3,585 $250K
Certior Financial Group, LLC 0.16% New 3,581 $250K
Platform Technology Partners 0.05% New 3,579 $250K
Tailwinds Wealth, LLC 0.61% Reduce -2.4% 3,573 $249K
Hardin Capital Partners, LLC 0.12% Reduce -1.7% 3,562 $248K
Uptick Partners, LLC 0.05% New 3,562 $248K
Fermata Advisors, LLC 0.06% Add +10.7% 3,557 $248K
Capital Advisor Network LLC 0.35% — 3,552 $248K
Austin Asset Management Co Inc 0.04% No change 3,547 $247K
Spectrum Strategic Capital Management, LLC 0.13% Reduce -11.6% 3,532 $246K
Riverview Trust Co 0.30% No change 3,526 $246K
Alpha Financial Partners LLC 0.14% New 3,508 $245K
Highland Financial Advisors, LLC 0.06% Reduce -8.9% 3,508 $245K
Cordoba Advisory Partners LLC 0.07% New 3,501 $244K
Golden Road Advisors LLC 0.14% Add +5.1% 3,500 $244K
Capital Advisors Inc. 0.00% Reduce -5.8% 3,491 $243K
Integrated Capital Management, LLC 0.10% Reduce -4.2% 3,483 $243K
Monograph Wealth Advisors, LLC 0.02% No change 3,480 $243K
RDA Financial Network 0.06% Reduce -77.0% 3,475 $242K
Retirement Income Solutions, Inc. 0.04% New 3,466 $242K
Osborne Partners Capital Management, LLC 0.01% New 3,461 $241K
Cutler Investment Counsel LLC 0.02% No change 3,456 $241K
Paragon Capital Management Ltd 0.05% No change 3,450 $241K
Instrumental Wealth, LLC 0.15% Add +21.7% 3,448 $240K
Hunter Associates Investment Management LLC 0.03% No change 3,460 $240K
Sutton Place Investors LLC 0.13% Reduce -84.0% 3,436 $240K
Forum Financial Management, LP 0.00% Reduce -18.3% 3,423 $239K
3EDGE Asset Management, LP 0.01% Reduce -84.3% 3,418 $238K
Bokf, NA 0.00% Reduce -50.4% 3,414 $238K
Cardinal Point Capital Management ULC 0.01% New 3,412 $238K
MontVue Capital Management, Inc. 0.16% Reduce -11.0% 3,410 $238K
Acorn Financial Advisory Services Inc. 0.03% Add +12.0% 3,405 $238K
Swan Global Investments, LLC 0.01% Reduce -8.3% 3,400 $237K
Cadent Capital Advisors, LLC 0.06% No change 3,384 $236K
Burke & Herbert Bank & Trust Co. 0.07% No change 3,384 $236K
Brian Low Financial Group, LLC 0.16% Reduce -8.4% 3,383 $236K
DB&C Advisors, LLC 0.31% Reduce -1.5% 3,381 $236K
Paladin Advisory Group, LLC 0.18% Reduce -30.4% 3,376 $235K
Fiduciary Financial Group, LLC 0.03% New 3,368 $235K
TrueWealth Advisors, LLC 0.06% Reduce -9.3% 3,339 $233K
Core Wealth Advisors, Inc. 0.06% No change 3,331 $232K
Merited Wealth, LLC 0.19% Add +25.1% 3,329 $232K
DHJJ Financial Advisors, Ltd. 0.08% Add +89.8% 3,328 $232K
Lazari Capital Management, Inc. 0.08% No change 3,297 $230K
Cora Capital Advisors LLC 0.08% Reduce -5.9% 3,291 $230K
Kirtland Hills Capital Management, LLC 0.07% New 2,935 $229K
GEM Asset Management, LLC 0.10% Add +4.5% 3,262 $228K
Proactive Wealth Strategies LLC 0.04% New 3,244 $226K
Efficient Advisors, LLC 0.02% Reduce -7.4% 3,225 $225K
Boyum Wealth Architects LLC 0.09% Reduce -4.2% 2,860 $225K
Sunesis Advisors, LLC 0.10% No change 3,219 $225K
Norden Group LLC 0.02% New 3,193 $223K
CPA Asset Management Group, LLC 0.07% Reduce -6.8% 3,191 $223K
Fortress Private Ledger, LLC 0.07% New 3,185 $222K
Castle Wealth Management LLC 0.07% No change 3,180 $222K
Aspire Capital Advisors LLC 0.05% New 3,170 $221K
Capital Planning LLC 0.07% No change 3,145 $219K
CVFG LLC 0.03% New 3,142 $219K
Register Financial Advisors LLC 0.08% Add +13.4% 3,118 $217K
Thompson Siegel & Walmsley LLC 0.00% New 3,118 $217K
Welch Capital Partners LLC 0.05% No change 3,096 $216K
Ethic Inc. 0.00% Reduce -4.5% 3,095 $216K
Valpey Financial Services, LLC 0.14% Reduce -2.4% 3,078 $215K
Sheets Smith Wealth Management 0.02% New 3,067 $214K
Dakota Wealth Management 0.00% Reduce -13.2% 3,058 $213K
Foguth Wealth Management, LLC. 0.02% New 2,544 $212K
Grandfield & Dodd, LLC 0.01% No change 3,032 $211K
Olde Wealth Management, LLC 0.07% Reduce -22.8% 3,035 $211K
Cordatus Wealth Management LLC 0.05% No change 2,990 $209K
Hazlett, Burt & Watson, Inc. 0.07% Add +4.0% 2,958 $208K
Guerra Pan Advisors, LLC 0.13% New 2,979 $208K
Clark Financial Services Group Inc. 0.11% No change 2,977 $208K
Central Valley Advisors, LLC 0.06% New 2,972 $207K
Marble Harbor Investment Counsel, LLC 0.02% New 2,960 $206K
RVW Wealth, LLC 0.02% New 2,948 $206K
BankPlus Trust Department 0.05% No change 2,946 $205K
Yoder Wealth Management, Inc. 0.09% New 2,945 $205K
San Luis Wealth Advisors LLC 0.03% New 2,931 $204K
Mandatum Life Insurance Co Ltd 0.05% Reduce -40.9% 2,930 $204K
Drucker Wealth 3.0, LLC 0.04% Reduce -3.1% 2,928 $204K
Silver Oak Securities, Incorporated 0.01% Reduce -30.1% 2,923 $204K
ATLas Financial Planning LLC 0.18% New 2,922 $204K
Odyssey Capital Advisors, Inc. 0.18% New 2,922 $204K
Intellectus Partners, LLC 0.04% New 2,918 $204K
Avestar Capital, LLC 0.01% New 2,917 $203K
Huntington National Bank 0.00% New 2,876 $201K
Trellis Wealth Advisors LLC 0.08% New 2,875 $201K
RPg Family Wealth Advisory, LLC 0.04% Reduce -9.2% 2,870 $200K
Proathlete Wealth Management LLC 0.06% No change 2,861 $200K
Trust Co 0.02% Reduce -60.6% 2,842 $198K
Front Row Advisors LLC 0.07% No change 2,770 $193K
Cassaday & Co Wealth Management LLC 0.00% New 2,757 $192K
Barrett & Company, Inc. 0.07% Reduce -1.1% 2,727 $190K
Flagship Wealth Advisors, LLC 0.08% New 3,156 $189K
Holos Integrated Wealth LLC 0.10% Add +257.1% 2,685 $189K
Operose Advisors LLC 0.04% Reduce -0.5% 2,657 $185K
Bitterroot Capital Advisors LLC 0.11% No change 2,628 $183K
Trust Co. of Toledo NA 0.02% Add +64.3% 2,619 $183K
Merkkuri Wealth Advisors LLC 0.12% Reduce -88.7% 2,581 $180K
SBI Securities Co., Ltd. 0.00% Add +9.3% 2,451 $171K
Farmers & Merchants Investments Inc. 0.00% Add +70.2% 2,444 $170K
West Financial Advisors, LLC 0.03% No change 2,432 $170K
Evolution Wealth Management Inc. 0.12% Reduce -0.9% 2,267 $158K
Purpose Unlimited Inc. 0.01% Add +526.0% 2,266 $158K
Beacon Investment Advisory Services, Inc. 0.01% New 2,238 $156K
Chesapeake Asset Management LLC 0.12% No change 2,217 $155K
Bravera Wealth 0.07% Add +191.4% 2,200 $153K
Glass Jacobson Investment Advisors llc 0.05% No change 2,163 $151K
Banque Cantonale Vaudoise 0.01% No change 2,101 $146K
Gill Capital Partners, LLC 0.04% New 2,091 $146K
Blue Bell Private Wealth Management, LLC 0.02% Add +47.3% 2,089 $146K
Basepoint Wealth LLC 0.08% Add +0.1% 2,084 $145K
Cardiff Park Advisors, LLC 0.01% No change 2,033 $142K
Pflug Koory, LLC 0.06% No change 1,964 $137K
Caldwell Trust Co 0.01% Add +11.8% 1,851 $129K
Southern Michigan Bank & Trust 0.05% — 1,848 $129K
Retiremitten Financial LLC 0.06% — 1,778 $124K
Red Reef Advisors LLC 0.13% No change 1,740 $121K
Urban Financial Advisory Corp 0.04% Add +120.8% 1,733 $121K
Anchor Investment Management, LLC 0.01% Add +2.1% 1,713 $119K
Avion Wealth 0.02% Reduce -36.5% 1,683 $117K
Integrity Financial Corp 0.06% New 1,660 $116K
Signature Resources Capital Management, LLC 0.05% Add +2.1% 1,629 $114K
Indiana Trust & Investment Management Co 0.03% Add +44.2% 1,592 $111K
Grey Ledge Advisors, LLC 0.02% Reduce -0.2% 1,557 $109K
Clearstead Trust, LLC 0.02% Add +9.3% 1,544 $108K
IAG Wealth Partners, LLC 0.01% No change 1,531 $107K
Investors Research Corp 0.02% No change 1,515 $106K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -10.5% 1,497 $104K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,397 $104K
Peterson Wealth Management 0.06% New 1,485 $104K
Tucker Asset Management LLC 0.03% Add +48.5% 1,430 $100K
CrossGen Wealth, LLC 0.09% New 1,395 $97K
Godfrey Financial Associates, Inc. 0.08% Add +45.0% 1,385 $97K
American Capital Advisory, LLC 0.04% No change 1,337 $93K
Hoey Investments, Inc. 0.01% No change 1,336 $93K
Center for Financial Planning, Inc. 0.01% Reduce -5.1% 1,331 $93K
Luken Investment Analytics, LLC 0.04% No change 1,330 $93K
First Financial Corp. 0.04% Add +2.3% 1,327 $93K
Legacy Wealth Managment, LLC 0.05% Add +39.4% 1,320 $92K
KERR FINANCIAL PLANNING Corp 0.07% No change 1,195 $92K
Twin Tree Management, LP 0.02% New 1,313 $92K
McIlrath & Eck, LLC 0.01% Add +341.2% 1,306 $91K
Covestor Ltd 0.06% Add +5.2% 1,291 $90K
Triumph Capital Management 0.02% Add +11.8% 1,277 $89K
Tripletail Wealth Management, LLC 0.12% New 1,271 $88K
Ameriflex Group, Inc. 0.04% Add +5.9% 1,265 $88K
Nova Wealth Management, Inc. 0.06% New 1,248 $87K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +49.8% 1,260 $87K
Rice Partnership, LLC 0.01% New 1,246 $87K
Whipplewood Advisors, LLC 0.04% No change 1,238 $86K
Marshall & Sterling Wealth Advisors Inc. 0.05% No change 1,201 $84K
Team Financial Group, LLC 0.04% No change 1,200 $84K
Phillip James Consulting Co. 0.06% New 1,190 $83K
Beaird Harris Wealth Management, LLC 0.01% Reduce -23.8% 1,172 $82K
Prestige Wealth Management Group LLC 0.02% No change 1,166 $81K
Oakworth Capital, Inc. 0.00% No change 1,151 $80K
Clark Wealth Partners 0.05% Reduce -9.2% 1,143 $80K
Fairman Group, LLC 0.07% No change 1,128 $79K
BOCHK Asset Management Ltd 0.02% New 1,120 $78K
Global Assets Advisory, LLC 0.02% New 1,117 $78K
Morse Asset Management, Inc 0.02% Add +10.0% 1,100 $77K
HHM Wealth Advisors, LLC 0.01% Add +201.4% 1,091 $76K
Community Financial Services Group, LLC 0.01% New 1,072 $75K
Aventura Private Wealth, LLC 0.03% Add +600.7% 1,065 $74K
Hantz Financial Services, Inc. 0.00% Add +41.6% 1,062 $74K
Millstone Evans Group, LLC 0.04% Reduce -0.1% 1,055 $74K
MeadowBrook Investment Advisors LLC 0.06% No change 1,025 $71K
MRP Capital Investments, LLC 0.06% No change 983 $69K
United Community Bank 0.02% No change 963 $67K
LM Advisors LLC 0.37% Reduce -0.2% 4,618 $66K
Mascoma Wealth Management LLC 0.01% Add +53.9% 939 $65K
PlanVest Financial, Inc 0.05% — 936 $65K
Sunbelt Securities, Inc. 0.00% Reduce -46.3% 932 $65K
Creative Capital Management Investments LLC 0.02% Add +344.0% 888 $62K
Copia Wealth Management 0.04% Add +30.0% 879 $61K
Brown, Lisle/Cummings, Inc. 0.02% No change 879 $61K
Toth Financial Advisory Corp. 0.01% No change 849 $59K
Union Savings Bank 0.03% No change 849 $59K
Elevated Capital Advisors, LLC 0.01% Add +83.2% 848 $59K
CDKV Holdings LLC 0.05% Add +0.7% 844 $59K
Family Capital Trust Co 0.02% Reduce -10.3% 836 $58K
Coston, McIsaac & Partners 0.01% No change 834 $58K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% Reduce -27.5% 806 $56K
Frazier Financial Advisors, LLC 0.03% New 805 $56K
Cetera Trust Company, N.A 0.03% Reduce -28.4% 800 $56K
Your Advocates Ltd., LLP 0.02% No change 795 $55K
Tradewinds Capital Management, LLC 0.01% Add +37.7% 792 $55K
Global Wealth Strategies & Associates 0.01% Reduce -1.5% 779 $54K
Harbor Asset Planning, Inc. 0.05% No change 778 $54K
Avalon Trust Co 0.00% New 768 $54K
Hurley Capital, LLC 0.03% Reduce -24.5% 762 $53K
Towne Trust Company, N.A 0.02% No change 749 $52K
Kentucky Trust Co 0.03% No change 748 $52K
Wealth Enhancement Trust Services, Inc. 0.01% No change 740 $52K
HighMark Wealth Management LLC 0.02% No change 733 $51K
Centerpoint Advisors, LLC 0.02% Reduce -5.2% 711 $50K
Bullock Wealth Management Group 0.03% Reduce -64.9% 708 $50K
Blume Capital Management, Inc. 0.01% New 700 $49K
Twin Lakes Capital Management, LLC 0.02% No change 697 $49K
Fiduciary Advisors, Inc. 0.04% Reduce -85.9% 692 $48K
Steigerwald, Gordon & Koch Inc. 0.00% No change 674 $47K
Curio Wealth, LLC 0.02% Reduce -41.0% 670 $47K
Lavaca Capital LLC 0.01% Reduce -11.4% 661 $46K
LFA - Lugano Financial Advisors SA 0.02% No change 660 $46K
Silicon Valley Capital Partners 0.00% New 638 $45K
Birchwood Financial Partners, Inc. 0.04% No change 637 $44K
Nemes Rush Group LLC 0.00% No change 632 $44K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 630 $44K
First Horizon Corp. 0.00% No change 628 $44K
Zions Bancorporation, National Association 0.00% No change 612 $43K
Arlington Trust Co LLC 0.00% No change 608 $42K
N.E.W. Advisory Services LLC 0.00% Add +45.7% 606 $42K
Nalls Sherbakoff Group, LLC 0.03% No change 600 $42K
Centennial Bank 0.01% No change 600 $42K
North Star Investment Management Corp. 0.00% No change 600 $42K
True Wealth Design, LLC 0.01% New 582 $41K
First PREMIER Bank 0.01% No change 571 $40K
Financial Gravity Asset Management, Inc. 0.01% No change 572 $40K
Murphy & Mullick Capital Management Corp 0.03% Reduce -12.1% 558 $39K
High Note Wealth, LLC 0.01% New 551 $38K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 524 $37K
Hilton Head Capital Partners, LLC 0.02% No change 522 $36K
Provident Wealth Management, LLC 0.01% Add +0.6% 518 $36K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 515 $36K
Financial Consulate, Inc. 0.00% No change 511 $36K
ESL Trust Services, LLC 0.01% No change 508 $35K
Provenance Wealth Advisors, LLC 0.00% Add +278.9% 504 $35K
MBM Wealth Consultants, LLC 0.01% New 497 $35K
West Branch Capital LLC 0.01% Add +10.5% 495 $35K
Reyes Financial Architecture, Inc. 0.03% Add +7.6% 479 $33K
Evelyn Partners Asset Management Ltd 0.01% New 477 $33K
Newton One Investments LLC 0.01% Reduce -5.2% 471 $33K
Measured Wealth Private Client Group, LLC 0.01% Add +1034.2% 465 $32K
Marquette Asset Management, LLC 0.00% New 465 $32K
Archer Investment Corp 0.01% Add +148.1% 459 $32K
Plante Moran Financial Advisors, LLC 0.00% No change 454 $32K
Redwood Park Advisors LLC 0.02% New 432 $30K
Park National Corp. 0.00% New 432 $30K
Medallion Wealth Advisors, LLC 0.01% Add +448.7% 428 $30K
IFG Advisory, LLC 0.09% Reduce -99.8% 428 $30K
Sachetta, LLC 0.02% Reduce -8.7% 400 $28K
Barclays PLC 0.00% New 400 $28K
Atwood & Palmer Inc. 0.00% No change 392 $27K
Darwin Wealth Management, LLC 0.01% New 389 $27K
SRH Advisors, LLC 0.01% No change 384 $27K
Cornerstone Financial Management LLC 0.02% No change 372 $26K
Strategic Investment Solutions, Inc. 0.01% New 370 $26K
Align Financial, LLC 0.01% Reduce -98.5% 352 $25K
Trifecta Capital Advisors, LLC 0.00% No change 348 $24K
Lodestone Wealth Management LLC 0.01% No change 341 $24K
Edmond DE Rothschild Holding S.A. 0.00% No change 328 $23K
Cedar Mountain Advisors, LLC 0.00% Add +496.3% 322 $22K
Wealth Science Advisors LLC 0.01% New 330 $22K
Sittner & Nelson, LLC 0.01% No change 314 $22K
IFS Advisors, LLC 0.01% Add +45.6% 300 $21K
GHP Investment Advisors, Inc. 0.00% Add +0.0% 289 $20K
S&T Bank 0.01% No change 289 $20K
Evolution Advisers, Inc. 0.01% No change 300 $20K
Hamrick Investment Counsel, llc 0.01% Reduce -20.2% 285 $20K
MTM Investment Management, LLC 0.01% No change 284 $20K
Proffitt & Goodson Inc. 0.00% No change 284 $20K
Silver Grove Financial Group, Inc. 0.02% Reduce -94.8% 281 $20K
Advocate Investing Services LLC 0.02% Add +112.1% 280 $20K
McGuire Capital Advisors Inc. 0.01% No change 274 $19K
Pension & Wealth Management Advisors, Inc. 0.01% Add +325.0% 272 $19K
Caldwell Sutter Capital, Inc. 0.01% Add +17.4% 270 $19K
North Ridge Wealth Advisors, Inc. 0.01% No change 269 $19K
Pacific Center for Financial Services 0.00% No change 269 $19K
Union Bancaire Privee, UBP SA 0.00% No change 318 $19K
Old Second National Bank of Aurora 0.00% No change 266 $19K
CNB Bank 0.01% No change 261 $18K
Abound Financial, LLC 0.01% No change 260 $18K
Bank of New Hampshire 0.00% No change 260 $18K
Oxford Financial Group, LTD. LLC 0.00% No change 251 $18K
Ascentis Wealth Management, LLC 0.00% Reduce -5.1% 242 $17K
First Pacific Financial 0.00% Add +134.0% 241 $17K
Westend Capital Management, LLC 0.00% No change 233 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -52.1% 232 $16K
Activest Wealth Management 0.00% Add +38.8% 229 $16K
Robinswood Financial LLC 0.01% Add +178.1% 228 $16K
Kozak & Associates, Inc. 0.00% No change 211 $16K
Peoples Financial Services Corp. 0.01% New 220 $15K
Pittenger & Anderson Inc. 0.00% New 216 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 213 $15K
Godsey & Gibb, Inc. 0.00% No change 208 $15K
First Community Trust NA 0.01% Add +233.9% 207 $14K
Atlantic Private Wealth, LLC 0.01% No change 205 $14K
Founders Capital Management 0.01% Add +100.0% 200 $14K
Hickory Point Bank & Trust 0.01% New 199 $14K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -81.1% 195 $14K
Addison Advisors LLC 0.00% Add +25.7% 186 $13K
PFS Partners, LLC 0.01% Add +0.5% 186 $13K
Peterson Wealth Services 0.00% No change 183 $13K
Morton Brown Family Wealth, LLC 0.00% No change 181 $13K
Blueline Advisors LLC 0.01% No change 180 $13K
Colonial Trust Advisors 0.00% Reduce -0.6% 173 $12K
Chapman Financial Group, LLC 0.01% Add +52.2% 172 $12K
YANKCOM Partnership 0.00% No change 163 $11K
Private Wealth Management Group, LLC 0.00% No change 160 $11K
Burkett Financial Services, LLC 0.00% New 159 $11K
Banque Transatlantique SA 0.00% New 158 $11K
Manning & Napier Advisors LLC 0.00% Reduce -20.2% 158 $11K
Acumen Wealth Advisors, LLC 0.00% Reduce -84.5% 151 $11K
Olistico Wealth, LLC 0.01% No change 150 $10K
TopTier Wealth Management, LLC 0.01% New 147 $10K
Kelleher Financial Advisors 0.00% Add +56.1% 153 $10K
POM Investment Strategies, LLC 0.01% Reduce -95.0% 143 $10K
Breakwater Investment Management 0.00% Reduce -38.3% 142 $10K
SJS Investment Consulting Inc. 0.00% Add +39.8% 137 $10K
Comprehensive Financial Planning, Inc. 0.01% No change 135 $9K
Magnolia Wealth Management, LLC 0.01% New 132 $9K
Ameritas Investment Partners, Inc. 0.00% No change 131 $9K
Innovative Asset Advisors Group, LLC 0.01% — 128 $9K
Burk Holdings LLC 0.00% New 123 $9K
TD Capital Management LLC 0.00% No change 106 $7K
Wealth Preservation Advisors, LLC 0.01% No change 104 $7K
Valley National Advisers Inc. 0.00% No change 101 $7K
Wilkerson Advisory Group LLC 0.00% Reduce -51.2% 100 $7K
Davis Capital Management 0.00% No change 94 $7K
Duncker Streett & Co. Inc. 0.00% New 93 $6K
Principia Wealth Advisory, LLC 0.00% Add +175.0% 88 $6K
Costello Asset Management, INC 0.00% No change 88 $6K
Strengthening Families & Communities, LLC 0.00% Reduce -1.2% 83 $6K
CGC Financial Services, LLC 0.00% Reduce -98.1% 80 $6K
BNP Paribas Financial Markets 0.00% Reduce -28.7% 72 $5K
Ares Financial Consulting, LLC 0.00% No change 70 $5K
1 North Wealth Services LLC 0.00% No change 70 $5K
NFSG Corp 0.00% No change 68 $5K
Orion Capital Management LLC 0.00% Add +31.4% 67 $5K
Cheviot Value Management, LLC 0.00% No change 60 $4K
Financial Connections Group, Inc. 0.00% New 70 $4K
Lummis Asset Management, LP 0.00% No change 54 $4K
Ramirez Asset Management, Inc. 0.00% Reduce -98.1% 48 $4K
Quaker Wealth Management, LLC 0.00% Reduce -29.2% 51 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 50 $3K
Cypress Capital Management LLC (WY) 0.00% No change 49 $3K
Hilltop National Bank 0.00% No change 48 $3K
Prudent Man Investment Management, Inc. 0.00% No change 49 $3K
ROSS\JOHNSON & Associates LLC 0.06% Reduce -2.1% 46 $3K
Fairscale Capital, LLC 0.00% No change 42 $3K
Chelsea Counsel Co. 0.00% No change 40 $3K
Truvestments Capital LLC 0.00% New 34 $2K
VSM Wealth Advisory, LLC 0.00% New 31 $2K
Deane Retirement Strategies, Inc. 0.00% Reduce -93.0% 30 $2K
Resources Management Corp. /CT/ 0.00% Reduce -86.1% 30 $2K
Anfield Capital Management, LLC 0.00% No change 25 $2K
Alerus Financial NA 0.00% Reduce -64.2% 24 $2K
DecisionPoint Financial, LLC 0.00% Reduce -88.5% 22 $2K
Main Street Group, LTD 0.00% New 21 $1K
Ballast Advisors LLC 0.00% New 20 $1K
Caitlin John, LLC 0.00% No change 19 $1K
Valued Wealth Advisors LLC 0.00% No change 18 $1K
Imprint Wealth LLC 0.00% No change 14 $977
Longview Financial Advisors LLC 0.00% No change 12 $837
MPWM Advisory Solutions, LLC 0.00% Reduce -97.5% 12 $837
Westfuller Advisors, LLC 0.00% Add +11.1% 10 $698
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -65.5% 10 $642
Roxbury Financial LLC 0.00% No change 8 $575
Spurstone Advisory Services, LLC 0.01% Reduce -40.0% 6 $419
Hughes Financial Services, LLC 0.00% No change 3 $209

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