iShares Core MSCI EmergingIEMGETF

13F holders, Q2 2026 (June 30)
2,417holders +109
187new positions
66sold out
6famous investors
$82.66avg. 13F price*

At the end of Q2 2026, 2,417 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 109 from Q1 2026. 187 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($18.4B), Morgan Stanley ($10.6B) and Wells Fargo & Company ($7.5B). 6 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions187$762.3M
Exits66$253.6M

All 13F filers, Q1 2026 → Q2 2026: 77,489,615 shares bought and 89,317,942 shares sold, net −11,828,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,417 holders

Bank of America Corp. 1.19% Add +1.0% 222,148,087 $18.4B
Morgan Stanley 0.56% Add +1.6% 128,282,433 $10.6B
Wells Fargo & Company 1.31% Add +4.3% 91,123,857 $7.5B
Creative Planning 3.82% Add +1.7% 78,943,848 $6.5B
Envestnet Asset Management Inc. 1.35% Reduce -20.4% 69,048,781 $5.7B
LPL Financial LLC 0.90% Reduce -8.0% 48,071,491 $4.0B
JPMorgan Chase & Co. 0.22% Add +3.9% 46,796,427 $3.8B
BlackRock, Inc. 0.05% Reduce -12.3% 44,414,287 $3.7B
Wealthfront Advisers LLC 6.47% Reduce -0.2% 40,620,373 $3.4B
UBS Group AG 0.49% Reduce -1.0% 37,283,050 $3.1B
US Bancorp \de 2.63% Reduce -1.5% 29,088,603 $2.4B
Goldman Sachs Group Inc. 0.23% Reduce -0.3% 26,247,498 $2.2B
Jones Financial Companies LLLP 0.70% Add +7.5% 21,551,842 $1.8B
FMR LLC 0.07% Reduce -4.3% 20,648,030 $1.7B
Northwestern Mutual Wealth Management Co. 0.89% Add +3.6% 20,134,881 $1.7B
Raymond James Financial Inc. 0.45% Add +0.5% 20,009,721 $1.7B
Bank of New York Mellon Corp 0.27% Reduce -4.4% 19,916,029 $1.6B
Wit, LLC 22.43% Add +4.4% 16,950,847 $1.4B
TIAA Wealth Investment Management LLC 9.27% Reduce -5.3% 16,975,851 $1.4B
Jane Street Group, LLC 0.85% Add +127.4% 15,858,565 $1.3B
PNC Financial Services Group, Inc. 0.65% Add +5.2% 15,809,719 $1.3B
Truist Financial Corp. 1.48% Add +29.6% 14,904,934 $1.2B
Charles Schwab Investment Management Inc. 0.14% Reduce -7.2% 12,884,739 $1.1B
Tiaa-Cref Individual & Institutional Services, LLC 3.57% Reduce -1.9% 12,508,671 $1.0B
State of New Jersey Common Pension Fund D 3.52% No change 12,458,692 $1.0B
Bank of Montreal 0.31% Add +12.2% 10,117,805 $838.2M
M&T Bank Corp 2.32% Reduce -1.8% 9,558,345 $791.8M
Assetmark, Inc. 1.36% Add +2.5% 9,531,385 $789.6M
Captrust Financial Advisors 1.21% Reduce -5.2% 9,506,342 $787.5M
Sei Investments Co. 0.67% Add +1.7% 9,230,057 $764.6M
Royal Bank of Canada 0.13% Add +2.8% 9,119,613 $755.5M
Mariner, LLC 0.76% Add +1.8% 8,850,651 $732.5M
Ameriprise Financial Inc. 0.13% Reduce -2.9% 7,697,046 $638.3M
Retirement Systems of Alabama 1.89% No change 7,584,431 $628.3M
Cetera Investment Advisers 0.57% Reduce -13.6% 7,574,258 $627.5M
Jordan Park Group LLC 30.18% Add +5.5% 7,184,138 $595.1M
Asset Management One Co., Ltd. 1.50% Reduce -1.6% 7,068,028 $585.5M
Cerity Partners LLC 0.71% Add +11.9% 7,028,267 $582.2M
Japan Science & Technology Agency 9.82% Add +35.7% 6,270,920 $519.5M
Invesco Ltd. 0.04% Reduce -7.3% 6,178,957 $511.9M
Fifth Third Bancorp 0.82% Add +4.4% 6,127,487 $507.6M
MML Investors Services, LLC 1.01% Reduce -3.8% 5,986,527 $495.9M
Alliancebernstein L.P. 0.16% Add +2.3% 7,109,869 $495.9M
Moneta Group Investment Advisors LLC 3.56% Add +4.5% 5,808,597 $481.2M
Stifel Financial Corp. 0.40% Add +15.9% 5,738,838 $475.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 2.28% Add +52.6% 5,673,188 $470.0M
Citigroup Inc. 0.22% Add +8.3% 5,623,216 $465.8M
Betterment LLC 0.76% Reduce -4.5% 5,399,957 $447.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -11.4% 4,682,168 $387.9M
Keybank National Association 1.23% Add +14.3% 4,508,835 $373.5M
Ballentine Partners, LLC 4.43% Add +2.4% 4,374,374 $362.4M
Park Avenue Securities LLC 2.18% Reduce -26.7% 4,218,980 $349.5M
Northern Trust Corp. 0.04% Add +16.6% 4,188,443 $347.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.65% Reduce -39.4% 4,165,043 $345.0M
State Street Corp. 0.01% Reduce -2.9% 4,142,683 $343.2M
Envestnet Portfolio Solutions, Inc. 1.64% Reduce -30.0% 4,131,673 $342.3M
Pathstone Holdings, LLC 0.99% Add +161.9% 4,092,944 $339.1M
Vantagepoint Investment Advisers LLC 2.49% Reduce -0.7% 4,017,667 $332.8M
Franklin Resources Inc. 0.07% Reduce -21.0% 3,868,987 $320.5M
Osaic Holdings, Inc. 0.35% Add +1.9% 3,641,116 $301.8M
HighTower Advisors, LLC 0.29% Add +12.5% 3,591,983 $297.6M
Focus Partners Wealth 0.28% Add +7.7% 3,296,356 $273.1M
EP Wealth Advisors, LLC 1.01% Add +1247.0% 3,176,408 $263.1M
Dynasty Wealth Management, LLC 1.95% Add +22.0% 3,168,542 $262.5M
Choate Investment Advisors 4.41% Add +7.5% 3,029,806 $251.0M
Haverford Trust Co 2.16% Add +2.4% 3,018,810 $250.1M
United Capital Financial Advisors, LLC 1.38% Reduce -16.6% 3,012,189 $250.0M
Matson Money. Inc. 6.91% Reduce -2.7% 2,992,980 $247.9M
Municipal Employees' Retirement System of Michigan 2.72% Reduce -10.2% 2,975,052 $246.5M
Valeo Financial Advisors, LLC 5.18% Add +3.8% 3,067,830 $245.5M
Nationwide Fund Advisors 9.96% Reduce -34.3% 2,496,864 $241.1M
Evergreen Capital Management LLC 4.12% Add +7.1% 2,829,956 $234.4M
Deutsche Bank AG 0.07% Add +5.7% 2,811,969 $232.9M
Janney Montgomery Scott LLC 0.43% Reduce -25.3% 2,692,408 $223.0M
Mirae Asset Global Investments Co., Ltd. 0.40% Reduce -13.5% 2,536,553 $210.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.52% Add +0.1% 2,523,223 $209.0M
Stairway Partners, LLC 9.69% Reduce -22.0% 2,481,939 $205.6M
MAI Capital Management 0.77% Add +3.8% 2,449,784 $202.9M
Susquehanna International Group, LLP 0.18% Reduce -43.1% 2,391,130 $198.1M
Rockefeller Capital Management L.P. 0.30% Add +27.5% 2,384,168 $197.5M
Neuberger Berman Group LLC 0.13% Add +11.4% 2,363,740 $195.8M
Baird Financial Group, Inc. 0.27% Reduce -3.8% 2,340,498 $193.9M
Investure, LLC 11.89% Reduce -11.3% 2,296,326 $190.2M
Alesco Advisors, LLC, An ESL Co 4.35% Reduce -0.9% 2,293,762 $190.0M
Commonwealth Equity Services, LLC 0.24% Reduce -12.5% 2,291,073 $189.8M
Hirtle & Co., LLC 6.52% Reduce -1.2% 2,249,929 $186.4M
Hackensack Meridian Health, Inc. 12.56% Add +6.2% 2,246,000 $186.1M
Mercer Global Advisors Inc. 0.23% Reduce -7.5% 2,236,895 $185.3M
Cresset Asset Management, LLC 0.67% Add +90.5% 2,217,658 $183.7M
Bessemer Group Inc. 0.25% Add +7.6% 2,214,337 $183.4M
Halbert Hargrove Global Advisors, LLC 7.97% Reduce -2.2% 2,212,917 $183.3M
Partners Capital Investment Group, LLP 6.22% Reduce -2.6% 2,129,728 $176.4M
Balentine LLC 6.25% Reduce -2.3% 2,123,972 $175.9M
&partners 0.72% Add +6.7% 2,115,509 $175.3M
Blue Trust, Inc. 1.80% Reduce -11.9% 2,069,819 $171.5M
Connecticut Wealth Management, LLC 6.28% Add +0.4% 2,049,493 $169.8M
Southern Farm Bureau Life Insurance 16.18% No change 2,037,659 $169.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.46% Add +2.2% 2,028,593 $168.0M
Nuveen, LLC 0.04% Reduce -9.2% 1,990,213 $164.9M
Vestcor Inc 3.88% Add +47.7% 1,893,604 $156.9M
Quotient Wealth Partners, LLC 3.64% Add +0.5% 1,860,708 $154.1M
Venturi Wealth Management, LLC 5.77% Add +47.1% 1,800,638 $149.2M
Wealthspire Advisors, LLC 0.82% Add +6.2% 1,791,433 $148.4M
NewEdge Advisors, LLC 0.43% Reduce -21.2% 1,762,151 $146.0M
Brown Advisory Inc. 0.22% Add +24.8% 1,738,020 $144.0M
Cerity Partners OCIO LLC 7.20% Reduce -1.0% 1,717,584 $142.3M
Financiere des Professionnels - Fonds d'investissement inc. 8.02% Reduce -4.8% 1,714,848 $142.1M
Elm Partners Management LLC 5.03% Reduce -5.5% 1,692,950 $140.2M
Citizens Financial Group Inc. 1.66% Add +0.2% 1,667,104 $138.1M
Sanctuary Advisors, LLC 0.63% Reduce -8.7% 1,648,912 $136.6M
Merit Financial Group, LLC 0.84% Reduce -12.9% 1,636,220 $135.5M
Farther Finance Advisors, LLC 1.02% Add +4.7% 1,579,899 $130.9M
Stratos Wealth Partners, LTD. 1.32% Add +0.5% 1,572,794 $130.3M
New York University 100.00% New 1,539,708 $127.5M
Members Trust Co 3.94% Reduce -1.0% 1,528,569 $126.6M
Lincoln National Corp. 3.22% Reduce -7.1% 1,521,016 $126.0M
Robertson Stephens Wealth Management, LLC 3.07% Reduce -10.6% 1,507,188 $124.9M
Meeder Advisory Services, Inc. 4.48% Reduce -0.5% 1,477,273 $122.4M
Wealth Enhancement Advisory Services, LLC 0.20% Reduce -4.6% 1,502,015 $121.6M
Federation des caisses Desjardins du Quebec 0.37% Reduce -22.2% 1,447,137 $119.9M
Bleakley Financial Group, LLC 1.50% Add +2.2% 1,418,894 $117.5M
UNC Management Company, Inc. 5.56% Add +25.2% 1,388,959 $115.1M
SigFig Wealth Management, LLC 3.02% Reduce -3.3% 1,393,406 $113.9M
Destination Wealth Management 2.64% Reduce -3.2% 1,364,036 $113.0M
DV Equities, LLC 16.19% — 1,347,857 $111.7M
Modera Wealth Management, LLC 1.18% Reduce -1.1% 1,337,777 $110.8M
J. Safra Sarasin Holding AG 1.59% Add +0.1% 1,586,168 $110.7M
Bridgewater Associates 0.45% Reduce -1.1% 1,328,276 $110.0M
Flputnam Investment Management Co. 1.31% Add +9.5% 1,324,309 $109.9M
Passaic Partners LLC 10.49% Add +17.9% 1,323,586 $109.6M
Retirement Investment Advisors, Inc. 7.74% Reduce -0.1% 1,383,266 $108.6M
Alaska Permanent Capital Management, LLC 6.83% Reduce -8.4% 1,258,604 $104.5M
Foundations Investment Advisors, LLC 1.07% Reduce -23.3% 1,260,159 $104.4M
Savant Capital, LLC 0.31% Add +76.0% 1,277,733 $104.4M
Steward Partners Investment Advisory, LLC 0.53% Reduce -72.1% 1,256,713 $104.1M
Gotham Asset Management 0.24% Add +2.2% 1,254,834 $104.0M
Nearwater Capital Markets, Ltd 1.79% New 1,250,200 $103.6M
JB Capital LLC 3.55% Reduce -33.9% 1,236,436 $102.4M
Vontobel Holding Ltd. 0.34% Add +244.6% 1,225,746 $101.5M
Brown Brothers Harriman & Co. 0.44% Add +155.1% 1,220,703 $101.1M
Midland Wealth Advisors, LLC 4.74% Add +1.6% 1,217,127 $100.8M
Jabodon PT Co. 9.87% Add +2.5% 1,213,770 $100.5M
AE Wealth Management LLC 0.46% Reduce -7.3% 1,201,534 $99.5M
TD Private Client Wealth LLC 1.83% Add +13.2% 1,200,953 $99.5M
Choreo, LLC 1.09% Add +4.3% 1,195,834 $99.1M
CKW Financial Group 9.73% Reduce -0.3% 1,228,524 $99.1M
RiverFront Investment Group, LLC 1.31% Add +6.3% 1,193,345 $98.9M
MCF Advisors LLC 3.50% Reduce -0.8% 1,180,751 $97.8M
Cambridge Investment Research Advisors, Inc. 0.22% Reduce -13.2% 1,177,752 $97.6M
Allspring Global Investments Holdings, LLC 0.15% Add +5.8% 1,209,608 $97.5M
Heritage Wealth Advisors 3.30% Add +15.6% 1,159,805 $96.1M
Wharton Business Group, LLC 3.20% Reduce -5.9% 1,155,957 $95.8M
Horizon Investments, LLC 1.05% Add +3.8% 1,152,417 $95.5M
Whittier Trust Co. 0.93% Add +10.2% 1,154,121 $94.6M
Adventist Health System Sunbelt Healthcare Corp. 3.03% No change 1,139,900 $94.4M
Whittier Trust Co. of Nevada Inc. 1.75% Add +1.4% 1,170,597 $93.4M
Regions Financial Corp. 0.55% Add +7.7% 1,107,623 $91.8M
NorthRock Partners, LLC 1.32% Add +15.9% 1,096,059 $90.8M
Fusion Family Wealth, LLC 6.02% Reduce -2.1% 1,094,150 $90.6M
Brookstone Capital Management 0.91% Reduce -2.5% 1,092,956 $90.5M
Integrated Wealth Concepts LLC 0.59% Reduce -1.5% 1,089,966 $90.3M
Corient Private Wealth LP 0.12% Reduce -46.5% 1,072,301 $88.8M
Aspiriant, LLC 2.19% Reduce -0.4% 1,068,386 $88.5M
Exchange Traded Concepts, LLC 0.43% Add +25.5% 1,051,271 $87.1M
Nisa Investment Advisors, LLC 0.27% No change 1,039,693 $86.1M
Money Concepts Capital Corp. 3.95% Add +66.5% 1,029,458 $85.3M
Lockheed Martin Investment Management Co. 3.34% No change 1,020,000 $84.5M
National Philanthropic Trust 1.20% Reduce -7.9% 1,004,623 $83.2M
Capital Analysts, LLC 1.90% Reduce -4.1% 997,515 $82.6M
Atria Investments, Inc 0.83% Reduce -21.9% 997,377 $82.6M
Connable Office Inc. 7.26% Reduce -4.1% 995,436 $82.5M
First Command Advisory Services, Inc. 0.49% Add +5.4% 992,649 $82.2M
Myriad Asset Management Advisors LLC 19.39% Reduce -13.1% 991,726 $82.2M
Manufacturers Life Insurance Company, The 0.06% New 1,077,184 $79.4M
Beacon Pointe Advisors, LLC 0.37% Reduce -21.5% 955,564 $79.2M
Victory Capital Management Inc. 0.04% Add +27.6% 951,425 $78.8M
Texas Capital Bank Wealth Management Services Inc 4.08% Add +9.5% 919,838 $76.2M
Heck Capital Advisors, LLC 4.51% Add +46.1% 910,801 $75.5M
Quent Capital, LLC 4.62% Add +1.3% 908,595 $75.3M
Ritholtz Wealth Management 1.12% Add +0.5% 907,508 $75.2M
Greenleaf Trust 0.72% Reduce -1.0% 898,286 $74.4M
Vestmark Advisory Solutions, Inc. 0.69% Add +8.5% 888,139 $73.6M
Prime Capital Investment Advisors, LLC 0.71% Reduce -1.7% 882,776 $73.1M
Wedmont Private Capital 2.00% Add +0.2% 897,981 $73.0M
Commerce Bank 0.32% Add +10.5% 866,446 $71.8M
University of Pittsburgh - Of the Commonwealth System of Higher Education 99.70% Reduce -55.6% 858,312 $71.1M
Cambridge Associates LLC /Ma/ 1.02% Reduce -11.7% 850,353 $70.4M
First Foundation Advisors 2.52% Add +9.3% 844,318 $69.9M
Focus Partners Advisor Solutions, LLC 0.59% Reduce -9.2% 836,045 $69.2M
Pictet Asset Management Holding SA 0.07% Reduce -4.6% 844,805 $69.0M
AQR Capital Management 0.02% Add +142.4% 833,185 $69.0M
Parkside Investments, LLC 7.49% Reduce -0.2% 816,192 $67.6M
Johnson Financial Group, Inc. 2.22% Add +81.7% 814,390 $67.5M
Private Wealth Asset Management, LLC 6.49% Reduce -6.2% 811,467 $67.3M
Tiaa Trust, National Association 3.90% Reduce -2.9% 796,743 $66.0M
Orion Porfolio Solutions, LLC 0.50% Reduce -13.5% 787,589 $65.2M
Octavia Wealth Advisors, LLC 5.58% Add +2.6% 780,613 $64.7M
National Bank of Canada 0.06% Add +527.1% 763,016 $63.2M
Elo Mutual Pension Insurance Co 0.81% Add +2292.4% 760,800 $63.0M
Bartlett & Co. Wealth Management LLC 0.77% Add +5.1% 745,800 $61.8M
TFC Financial Management, Inc. 6.75% Reduce -2.8% 734,844 $60.9M
Aaron Wealth Advisors LLC 3.09% Add +14.2% 733,400 $60.8M
Thrivent Financial for Lutherans 0.10% Reduce -30.8% 730,079 $60.3M
AlphaCore Capital LLC 1.09% Add +8.4% 713,422 $59.1M
Ferguson Wellman Capital Management, Inc. 0.72% Add +0.3% 709,590 $58.8M
Chan Zuckerberg Initiative, LLC 100.00% No change 706,019 $58.5M
HSBC Holdings PLC 0.03% Reduce -0.6% 704,188 $58.3M
Concurrent Investment Advisors, LLC 0.49% Add +12.4% 695,313 $57.6M
OpenArc Corporate Advisory, LLC 0.68% Reduce -3.5% 686,408 $56.9M
Jupiter Topco LLC 0.02% — 685,262 $56.8M
Equitable Holdings, Inc. 0.34% Add +12.1% 681,163 $56.4M
Arax Advisory Partners 0.37% Add +1194.0% 677,057 $56.1M
Kestra Advisory Services, LLC 0.18% Add +4.1% 675,714 $56.0M
MBL Wealth, LLC 3.78% Add +1.8% 668,096 $55.3M
Schneider Downs Wealth Management Advisors, LP 5.08% Add +1.7% 652,670 $54.1M
Syon Capital LLC 2.34% Reduce -2.5% 648,044 $53.7M
MPS Loria Financial Planners, LLC 12.04% Add +0.4% 632,371 $52.4M
First Citizens Bank & Trust Co. 0.77% Add +4.8% 622,153 $51.5M
Financial Synergies Wealth Advisors, Inc. 4.36% Reduce -5.0% 621,616 $51.5M
Strategic Investment Advisors / MI 3.08% Add +16.4% 614,356 $50.9M
Magnus Financial Group LLC 3.58% Add +4.9% 607,891 $50.4M
Sompo Asset Management Co., Ltd. 8.26% Reduce -9.1% 607,548 $50.3M
SCS Capital Management LLC 0.48% Add +0.9% 607,246 $50.3M
GenTrust, LLC 1.93% Reduce -0.9% 606,526 $50.2M
FORM Wealth Advisors, LLC 5.50% Reduce -24.5% 603,991 $50.0M
Pure Financial Advisors, LLC 0.64% Add +8.4% 602,817 $49.9M
Santa Clara Valley Transportation Authority 38.61% Reduce -4.7% 601,823 $49.9M
Signaturefd, LLC 0.66% Reduce -0.9% 598,801 $49.6M
Wescott Financial Advisory Group, LLC 3.83% Reduce -0.5% 597,473 $49.5M
Chai Trust Co. LLC 3.40% Add +0.5% 597,322 $49.5M
Makena Capital Management LLC 5.14% Reduce -14.7% 590,622 $48.9M
Bank of Nova Scotia 0.07% New 587,400 $48.7M
Principal Securities, Inc. 0.58% Reduce -27.5% 582,315 $48.2M
WealthPlan Investment Management, LLC 2.37% Add +8.4% 576,229 $47.7M
Red Cedar Investment Management, LLC 4.52% Add +0.5% 575,932 $47.7M
Archford Capital Strategies, LLC 4.82% Add +4.9% 575,012 $47.6M
UMB Bank, n.a. 0.60% Add +8.7% 573,155 $47.5M
iA Global Asset Management Inc. 0.56% Reduce -5.8% 572,516 $47.4M
Main Management ETF Advisors, LLC 1.41% Add +13.3% 564,085 $46.7M
Wellspring Financial Advisors, LLC 3.06% Add +5.1% 918,763 $46.4M
Angeles Investment Advisors, LLC 2.77% Add +116.8% 557,155 $46.2M
Ironwood Wealth Management, LLC. 10.23% Reduce -11.5% 557,128 $46.2M
Vise Technologies, Inc. 0.51% Add +98.7% 546,575 $45.3M
BLB&B Advisors, LLC 1.66% Add +0.1% 546,559 $45.3M
Cape Cod Five Cents Savings Bank 3.65% — 541,778 $44.9M
GAMMA Investing LLC 1.64% Add +25.8% 532,958 $44.2M
Curi Capital, LLC 0.68% Add +19.9% 532,907 $44.1M
Alaska Wealth Advisors, LLC 4.77% Reduce -1.3% 531,657 $44.0M
Lido Advisors, LLC 0.16% Reduce -5.2% 522,313 $43.3M
Daiwa Securities Group Inc. 0.10% Add +11.3% 522,300 $43.3M
Trek Financial, LLC 2.14% Reduce -6.5% 520,057 $43.1M
Icon Wealth Advisors, LLC 2.59% Reduce -25.4% 519,774 $43.1M
First Financial Bank - Trust Division 3.07% Add +1.4% 519,675 $43.0M
Pathway Financial Advisors LLC 5.00% Add +1.8% 536,810 $42.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.55% Reduce -13.6% 504,998 $41.8M
Private Advisor Group, LLC 0.19% Reduce -34.4% 503,352 $41.7M
Klingman & Associates, LLC 1.77% Add +3.5% 501,018 $41.5M
Fifth Third Wealth Advisors LLC 1.16% Add +0.3% 500,264 $41.4M
Global Retirement Partners, LLC 0.63% — 498,867 $41.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.28% Add +155.6% 486,766 $40.3M
Brand Asset Management Group, Inc. 8.89% Reduce -4.4% 485,371 $40.2M
Sagespring Wealth Partners, LLC 0.62% Reduce -0.5% 483,761 $40.1M
Lowe Brockenbrough & Co. Inc. 1.71% Add +3.0% 462,841 $38.3M
Peapack Gladstone Financial Corp. 0.44% Add +23.6% 457,278 $37.9M
Shepherd Financial Partners LLC 3.10% Reduce -15.5% 455,410 $37.7M
Sterling Capital Management LLC 0.63% Reduce -1.9% 450,516 $37.3M
NorthCoast Asset Management LLC 0.82% Add +17.2% 448,951 $37.2M
Ayalon Insurance Comp Ltd. 4.56% Add +13.8% 448,605 $37.2M
Foster Group, Inc. 0.99% Reduce -3.9% 448,500 $37.2M
Wellington Management Group LLP 0.01% Reduce -7.8% 442,712 $36.7M
O'shaughnessy Asset Management, LLC 0.17% Add +5.8% 442,044 $36.6M
Turim 21 Investimentos Ltda. 5.93% Add +6268.3% 438,836 $36.4M
Leverty Financial Group, LLC 7.05% Reduce -0.0% 437,488 $36.2M
Harbor Capital Advisors, Inc. 2.47% Reduce -2.5% 437,350 $36.2M
LMCG Investments, LLC 1.94% Reduce -4.7% 437,298 $36.2M
Rockbridge Investment Management, LCC 2.92% Add +1.0% 433,410 $35.9M
Bluespring Wealth Management, LLC 0.69% New 433,258 $35.9M
Parallel Advisors, LLC 0.55% Add +2.2% 432,479 $35.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -9.2% 431,464 $35.7M
OneDigital Investment Advisors LLC 0.30% Reduce -7.4% 423,638 $35.1M
Summit Financial, LLC 0.38% Add +4.0% 416,200 $34.5M
Inherent Management Corp. 13.36% No change 415,605 $34.4M
Simon Quick Advisors, LLC 1.39% Reduce -5.9% 415,162 $34.4M
Affinity Capital Advisors, LLC 4.22% Add +3.0% 417,047 $34.2M
Prudential Financial Inc. 0.04% Add +97.1% 409,664 $33.9M
Capitolis Liquid Global Markets LLC 0.15% New 409,300 $33.9M
Global Strategic Investment Solutions, LLC 3.01% Reduce -8.1% 405,628 $33.6M
Tobias Financial Advisors, Inc. 4.25% Add +0.8% 404,155 $33.5M
Hengehold Capital Management LLC 2.58% Add +6.3% 401,096 $33.2M
First American Trust, FSB 1.97% Add +55.4% 394,574 $32.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% No change 393,757 $32.6M
Grove Bank & Trust 3.22% Add +5.5% 392,048 $32.5M
New York Life Investment Management LLC 0.23% Add +9.8% 390,938 $32.4M
Disciplina Capital Management LLC 3.32% Reduce -15.3% 388,037 $32.1M
Pinnacle Financial Partners, Inc. 0.22% Add +14.5% 387,908 $32.1M
Facet Wealth, Inc. 0.46% Reduce -1.9% 385,186 $31.9M
Kestra Private Wealth Services, LLC 0.35% Reduce -6.4% 385,069 $31.9M
Crescent Grove Advisors, LLC 2.68% Add +4.1% 382,246 $31.7M
Mutual of America Capital Management LLC 0.31% Reduce -9.9% 378,265 $31.3M
Quadrant Capital Group LLC 0.86% Reduce -0.1% 377,183 $31.2M
Scotia Capital Inc. 0.12% Reduce -0.3% 376,641 $31.2M
DT Investment Partners, LLC 2.31% Add +1.0% 374,174 $31.0M
Elgethun Capital Management 4.25% Add +2.0% 368,546 $30.5M
Advisory Services Network, LLC 0.35% Add +19.4% 367,358 $30.4M
University of Maryland Foundation, Inc. 53.99% New 365,458 $30.3M
RKL Wealth Management LLC 2.40% Reduce -0.3% 364,138 $30.2M
Nomura Asset Management International Inc. 0.05% Reduce -0.5% 362,890 $30.1M
Constellation Investments, Inc. 0.94% Reduce -0.8% 362,416 $30.0M
Stonebridge Financial Group, LLC 2.28% Add +2086.0% 362,314 $30.0M
Maple Capital Management, Inc. 1.77% Add +32.1% 360,175 $29.8M
Auto-Owners Insurance Co 0.67% No change 360,000 $29.8M
Mgo One Seven LLC 0.49% Reduce -16.9% 358,717 $29.7M
Arkos Global Advisors 3.50% Add +14.6% 357,114 $29.6M
Glenmede Trust Co. NA 0.13% Add +13.1% 352,647 $29.2M
Strategic Investment Management, LLC 10.05% Add +105.7% 352,445 $29.2M
Inspire Trust Co, N.A. 3.99% No change 350,000 $29.0M
Towercrest Capital Management 3.99% Add +4.5% 345,719 $28.6M
Nottingham Advisors, Inc. 3.42% Reduce -8.8% 367,659 $28.6M
Waverly Advisors, LLC 0.16% Add +2.1% 342,946 $28.4M
Abound Wealth Management 5.61% Add +3.5% 340,858 $28.2M
Citizens & Northern Corp. 6.44% Add +2.2% 340,138 $28.2M
Banco Santander, S.A. 0.17% Add +423.1% 336,746 $27.9M
Financial Management Professionals, Inc. 2.64% Reduce -30.8% 335,568 $27.8M
Elevation Point Wealth Partners, LLC 0.51% Reduce -3.0% 334,388 $27.7M
Perigon Wealth Management, LLC 0.44% Add +17.6% 333,962 $27.7M
Smithfield Trust Co 1.10% Reduce -2.4% 331,336 $27.4M
Blair William & Co. 0.07% Reduce -18.0% 330,176 $27.4M
Rock Creek Group LLC 2.74% Reduce -18.7% 329,203 $27.3M
Tsfg, LLC 3.42% Reduce -29.1% 328,065 $27.2M
Savvy Advisors, Inc. 0.58% Add +279.4% 327,116 $27.1M
Becker Capital Management Inc. 0.73% Reduce -12.1% 326,523 $27.0M
World Investment Advisors 0.45% Reduce -11.8% 368,489 $27.0M
SG Americas Securities, LLC 0.02% New 324,235 $26.9M
49 Wealth Management, LLC 5.11% Reduce -63.5% 323,600 $26.8M
Alongside, LLC 5.11% — 323,600 $26.8M
Empowered Funds, LLC 0.14% Reduce -11.4% 321,821 $26.7M
Sentinel Trust Co. Lba 2.35% Reduce -0.2% 320,894 $26.6M
SWF LLC 1.77% New 319,456 $26.5M
Natixis Advisors, LLC 0.03% Add +84.4% 318,814 $26.4M
Flow Traders U.S. LLC 1.08% New 317,119 $26.3M
State Farm Mutual Automobile Insurance Co. 0.02% Add +23.5% 316,825 $26.2M
KWB Wealth 2.24% Reduce -22.0% 315,752 $26.2M
Resonant Capital Advisors, LLC 1.25% Add +0.3% 315,709 $26.2M
Ashton Thomas Private Wealth, LLC 0.54% Reduce -7.7% 313,045 $25.9M
Catalyst Financial Partners LLC 2.55% Add +17.7% 310,449 $25.7M
Orgel Wealth Management, LLC 0.49% Add +1.1% 309,975 $25.7M
JFS Wealth Advisors, LLC 1.28% Reduce -4.3% 308,991 $25.6M
Cabot-Wellington, LLC 6.74% Reduce -2.4% 308,899 $25.6M
WASHINGTON TRUST Co 0.79% Reduce -4.6% 308,573 $25.6M
1832 Asset Management L.P. 0.03% Add +91.7% 306,058 $25.4M
Beacon Harbor Wealth Advisors, Inc. 4.84% Add +78.9% 320,008 $24.8M
Modern Wealth Management, LLC 0.29% Reduce -11.4% 298,098 $24.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.22% Reduce -29.8% 297,950 $24.7M
Bank of Hawaii 1.21% Reduce -2.6% 296,169 $24.5M
Tortoise Investment Management, LLC 1.82% Reduce -3.6% 295,482 $24.5M
Bridges Investment Management Inc. 0.30% Reduce -11.3% 294,983 $24.4M
Stone House Investment Management, LLC 3.22% Reduce -34.8% 292,408 $24.2M
Coldstream Capital Management Inc. 0.31% Reduce -5.3% 291,686 $24.2M
Midwest Trust Co 0.27% Reduce -2.2% 288,757 $23.9M
SteelPeak Wealth, LLC 0.63% Reduce -31.6% 287,273 $23.8M
Trustees of Dartmouth College 7.07% Reduce -43.2% 285,466 $23.6M
Atlanta Consulting Group Advisors, LLC 3.74% Reduce -9.2% 285,160 $23.6M
Rehmann Capital Advisory Group 1.08% Add +0.1% 284,296 $23.6M
Iowa State Bank 3.90% Add +1.4% 281,878 $23.4M
St. Clair Advisors, LLC 5.96% Reduce -9.2% 279,824 $23.2M
Pacific Life Fund Advisors LLC 2.53% Reduce -60.9% 278,205 $23.0M
Meridian Wealth Partners, LLC 2.77% Reduce -3.6% 276,484 $22.9M
MassMutual Private Wealth & Trust, FSB 0.59% Reduce -7.1% 276,445 $22.9M
Gallagher Fiduciary Advisors, LLC 0.75% Add +4.5% 276,297 $22.9M
Crestwood Advisors Group, LLC 0.34% Add +46.2% 276,283 $22.9M
NewEdge Wealth, LLC 0.23% Reduce -0.2% 274,625 $22.7M
Quantinno Capital Management LP 0.03% Add +23.4% 274,534 $22.7M
Ewa, LLC 4.14% Add +0.8% 273,254 $22.6M
Prosperity Consulting Group, LLC 0.86% Add +98.5% 272,779 $22.6M
Apollon Wealth Management, LLC 0.27% Reduce -7.8% 267,753 $22.2M
HCR Wealth Advisors 1.98% Add +1.4% 267,622 $22.2M
Cerity Partners Retirement Plan Advisors LLC 9.20% New 265,723 $22.0M
Appleton Partners Inc. 1.35% Reduce -0.8% 265,013 $22.0M
Condor Capital Management 1.64% Reduce -2.4% 264,764 $21.9M
CI Investments Inc. 0.07% Add +11.1% 262,456 $21.7M
Stephens Group Asset Management, LLC 1.23% Reduce -0.2% 262,301 $21.7M
Marion Wealth Management 4.41% Reduce -5.5% 261,219 $21.6M
Integrity Alliance, Llc. 0.68% Reduce -28.6% 260,011 $21.5M
IFP Advisors, Inc 0.39% Reduce -24.2% 258,623 $21.4M
Veery Capital, LLC 5.72% Add +1.2% 257,157 $21.3M
Mesirow Financial Investment Management, Inc. 0.33% Add +1.2% 255,867 $21.2M
Associated Banc-Corp 0.50% Add +0.6% 255,612 $21.2M
Chilton Capital Management LLC 0.67% Reduce -0.4% 254,035 $21.0M
Portland Global Advisors LLC 1.99% Reduce -0.0% 253,287 $21.0M
Sterling Investment Advisors LLC 9.36% Reduce -5.5% 251,520 $20.8M
Columbia Bank 4.67% Add +7.8% 251,305 $20.8M
Blueprint Investment Partners LLC 1.73% Add +39.8% 250,963 $20.8M
Fiducient Advisors LLC 2.96% Reduce -11.7% 249,798 $20.7M
Wealthspire Retirement, LLC 1.13% Reduce -3.3% 259,277 $20.7M
Sharkey, Howes & Javer 2.49% Reduce -31.8% 248,455 $20.6M
Eq LLC 5.02% Reduce -31.8% 246,894 $20.5M
Simplicity Wealth,LLC 0.68% Reduce -7.2% 244,727 $20.3M
SageView Advisory Group, LLC 0.66% Add +97.2% 241,387 $20.0M
SVB Wealth LLC 1.26% Add +6.3% 240,834 $20.0M
Spire Wealth Management 0.60% Reduce -6.1% 238,127 $19.7M
Marks Group Wealth Management, Inc 1.71% Reduce -2.3% 237,380 $19.7M
Bellwether Advisors, LLC 2.89% New 235,732 $19.5M
Cascade Financial Partners, LLC 1.69% Add +0.9% 235,252 $19.5M
McGlone Suttner Wealth Management, Inc. 2.27% Add +1.2% 233,827 $19.4M
First Hawaiian Bank 2.45% Add +0.0% 233,226 $19.3M
Madrona Financial Services, LLC 3.56% Add +3.8% 233,140 $19.3M
Callan Family Office, LLC 0.38% Add +24.1% 232,992 $19.3M
Swmg, LLC 4.54% Reduce -18.1% 241,823 $19.3M
Glenview Trust Co 0.26% Reduce -1.1% 231,163 $19.1M
Ascent Wealth Partners, LLC 1.91% Add +4.8% 230,767 $19.1M
Keystone Financial Group 1.12% Reduce -20.3% 227,985 $18.9M
Shakespeare Wealth Management, LLC 4.99% Reduce -1.7% 227,592 $18.9M
Nan Shan Life Insurance Co., Ltd. 0.59% Reduce -50.5% 225,837 $18.7M
MLG Wealth Management DBA Pine Grove Financial Group 1.88% Reduce -27.8% 225,212 $18.7M
Liberty Wealth Management LLC 2.33% No change 266,950 $18.6M
River Wealth Advisors LLC 1.94% Add +7.2% 224,173 $18.6M
Shah Wealth Advisors, LLC 4.28% — 223,937 $18.6M
BSW Wealth Partners 2.06% Reduce -0.5% 223,409 $18.5M
Opus Capital Group, LLC 1.78% Reduce -2.2% 222,377 $18.4M
Compagnie Lombard Odier SCmA 0.20% Add +62.7% 222,242 $18.4M
Allworth Financial LP 0.08% Reduce -2.6% 221,635 $18.4M
Fairview Capital Investment Management, LLC 0.96% Add +10.8% 220,683 $18.3M
Capital Advisors Wealth Management, LLC 2.15% Add +10.8% 220,552 $18.3M
Axxcess Wealth Management, LLC 0.29% New 220,518 $18.3M
Strategic Blueprint, LLC 0.91% Reduce -18.1% 219,761 $18.2M
Evermay Wealth Management LLC 1.85% Add +5.1% 217,119 $18.0M
Baron Silver Stevens Financial Advisors, LLC 2.28% Add +2.7% 217,113 $18.0M
Guidance Capital, Inc. 3.82% Add +0.8% 228,858 $17.9M
PAX Financial Group, LLC 2.63% Reduce -35.4% 213,523 $17.7M
Ieq Capital, LLC 0.08% Add +15.9% 211,737 $17.5M
Wealth Alliance, LLC 1.44% Reduce -29.3% 207,460 $17.2M
Avidian Wealth Enterprises, LLC 0.48% Add +1.2% 207,391 $17.2M
Insight Wealth Strategies, LLC 1.67% Add +14.6% 212,673 $17.1M
Elevated Financial Group LLC 4.82% Add +7.9% 205,913 $17.1M
VAUGHAN & Co SECURITIES, INC. 7.95% Reduce -3.5% 205,883 $17.1M
Diversify Advisory Services, LLC 0.29% Add +3715.5% 220,458 $17.1M
Diversify Wealth Management, LLC 0.29% Reduce -22.9% 220,458 $17.1M
Twele Capital Management, Inc. 2.78% Reduce -7.1% 205,491 $17.0M
PDS Planning, Inc 0.98% Reduce -0.4% 204,734 $17.0M
Acima Private Wealth, LLC 4.92% Reduce -4.5% 204,594 $16.9M
AMG National Trust Bank 0.35% Reduce -6.0% 204,394 $16.9M
Hi-Line Capital Management, LLC 4.75% Add +7.0% 203,656 $16.9M
Axiom Investors LLC 0.15% Add +87.9% 203,500 $16.9M
Rakuten Investment Management, Inc. 0.05% Reduce -68.3% 205,478 $16.8M
Regent Peak Wealth Advisors LLC 3.09% Add +4.2% 201,722 $16.7M
MV Capital Management, Inc. 1.48% Add +140.6% 201,090 $16.7M
Columbus Macro, LLC 1.61% Reduce -5.8% 200,441 $16.6M
Rothschild Wealth LLC 1.32% Reduce -32.6% 199,822 $16.6M
KFA Private Wealth Group, LLC 3.90% Add +1.3% 195,486 $16.2M
Ancora Advisors LLC 0.31% Reduce -5.1% 193,875 $16.1M
Sumitomo Life Insurance Co. 0.26% Add +11.6% 193,000 $16.0M
Astoria Portfolio Advisors LLC. 2.70% Add +13.9% 192,821 $16.0M
Hamilton Capital, LLC 0.78% Add +5.7% 190,037 $15.7M
Financial Engines Advisors L.L.C. 0.03% Reduce -5.5% 189,825 $15.7M
First National Trust Co 0.53% Add +4.2% 189,538 $15.7M
Founders Financial Securities LLC 0.80% Add +5.9% 189,162 $15.7M
Keystone Financial Services 4.02% Reduce -32.1% 188,291 $15.6M
Hobbs Group Advisors, LLC 4.09% Reduce -10.0% 187,713 $15.6M
Smith & Howard Wealth Management, LLC 3.16% Reduce -2.9% 185,618 $15.4M
Scarborough Advisors, LLC 1.76% Reduce -24.0% 186,037 $15.4M
FDx Advisors, Inc. 4.63% Reduce -4.8% 185,287 $15.3M
Aspect Partners, LLC 5.72% Add +22.2% 185,185 $15.3M
IFG Advisory, LLC 0.54% Add +43164.5% 185,172 $15.3M
Regal Investment Advisors LLC 0.80% Reduce -26.9% 185,137 $15.3M
Ackerman Capital Advisors, LLC 3.08% Add +0.6% 184,437 $15.3M
Astoria Strategic Wealth, Inc. 3.49% Reduce -1.5% 184,406 $15.3M
Black Diamond Financial, LLC 1.35% Add +9.6% 184,395 $15.3M
Nepc LLC 0.28% Add +0.0% 183,589 $15.2M
McKinley Carter Wealth Services, Inc. 0.78% Reduce -2.1% 182,138 $15.1M
Richard P Slaughter Associates Inc 2.99% Add +18.0% 181,838 $15.1M
Flywheel Private Wealth LLC 7.40% Add +3.5% 181,298 $15.0M
Emerald Advisors, LLC 1.88% Add +3.9% 180,564 $15.0M
Kickstand Ventures, Llc. 2.72% Add +58.9% 180,376 $14.9M
Alliance Wealth Management Group 2.87% Add +10.9% 178,341 $14.8M
Probity Advisors, Inc. 2.11% Reduce -2.3% 177,878 $14.7M
Marble Wealth, LLC 2.26% Add +5.6% 177,840 $14.7M
Avalon Capital Management 3.47% Add +2.4% 176,895 $14.7M
Horizon Advisory Services, Inc. 6.15% New 176,137 $14.6M
Elyxium Wealth, LLC 1.52% Add +227.5% 175,271 $14.5M
Golden State Wealth Management, LLC 1.31% Add +326.3% 173,541 $14.4M
Marks Wealth, LLC 3.10% New 172,980 $14.3M
WLTH Capital Management, LLC 9.11% Add +5.9% 171,520 $14.2M
Fiduciary Trust Co 0.15% Reduce -1.0% 171,159 $14.2M
Atlantic Edge Private Wealth Management, LLC 2.90% Reduce -6.9% 170,783 $14.1M
Kingdom Financial Group LLC. 3.60% Add +6.2% 170,072 $14.1M
Gateway Wealth Partners, LLC 0.84% Reduce -50.2% 169,939 $14.1M
Checchi Capital Advisers, LLC 0.89% Reduce -15.0% 169,474 $14.0M
Lansing Street Advisors 2.98% Add +5.0% 168,647 $14.0M
Beacon Advisors Holdings, LLC 6.79% Reduce -9.7% 167,430 $13.9M
Sovereign Investment Advisors, LLC 2.60% Reduce -13.6% 167,158 $13.8M
Capital Investment Advisors, LLC 0.18% Add +22.8% 166,440 $13.8M
Dorsey & Whitney Trust CO LLC 0.67% Add +1.4% 165,592 $13.7M
Myriad Asset Management US LP 18.93% Reduce -21.9% 165,452 $13.7M
Tarbox Family Office, Inc. 1.96% Reduce -1.8% 164,779 $13.7M
Next Capital Management LLC 3.65% Add +7.9% 163,430 $13.5M
Storen Legacy Partners, LLC 3.68% Reduce -1.7% 163,083 $13.5M
Composition Wealth, LLC 0.16% Reduce -26.0% 162,292 $13.4M
Mather Group, Llc. 0.12% Reduce -3.8% 161,696 $13.4M
PKO Investment Management Joint-Stock Co 0.97% Add +10.3% 161,635 $13.4M
Patriot Investment Management Group, Inc. 0.77% Reduce -2.1% 160,084 $13.3M
Vicus Capital 0.86% Reduce -0.0% 159,995 $13.3M
West Family Investments, Inc. 3.83% New 159,437 $13.2M
May Hill Capital, LLC 2.76% Reduce -9.6% 159,321 $13.2M
Sage Financial Group Inc. 0.73% Add +29.7% 159,308 $13.2M
HB Wealth Management, LLC 0.07% Add +174.7% 159,193 $13.2M
Financial Advisors Network, Inc. 1.61% Add +3.6% 158,841 $13.2M
Winthrop Advisory Group LLC 0.88% Add +5.7% 158,270 $13.1M
Smartleaf Asset Management LLC 0.42% No change 159,239 $13.0M
Convergence Financial, LLC 1.03% Add +89.0% 157,040 $13.0M
Evolve Private Wealth, LLC 0.79% Reduce -15.9% 155,768 $12.9M
Central Pacific Bank - Trust Division 1.36% Add +20.9% 155,450 $12.9M
Kilter Group LLC 4.66% Reduce -26.3% 155,280 $12.9M
Wakefield Asset Management LLLP 2.89% Reduce -3.5% 155,032 $12.8M
Acropolis Investment Management, LLC 0.51% Add +2.3% 154,982 $12.8M
Lineweaver Wealth Advisors, LLC 1.52% Reduce -22.8% 154,417 $12.8M
Single Point Partners, LLC 2.24% Reduce -2.9% 153,639 $12.7M
eCIO, Inc. 3.58% Add +1.1% 153,634 $12.7M
Atlantic Union Bankshares Corp 0.21% Add +14.5% 153,062 $12.7M
Fortitude Family Office, LLC 2.47% Add +5.8% 152,957 $12.7M
Wealthquest Corp 0.80% Reduce -2.4% 152,310 $12.6M
Frontier Asset Management, LLC 2.24% Reduce -11.2% 151,258 $12.5M
Invst, LLC 1.21% Reduce -30.4% 149,866 $12.4M
Twin Focus Capital Partners, LLC 1.26% Reduce -2.9% 149,413 $12.4M
Shelter Ins Retirement Plan 12.25% No change 148,902 $12.3M
Omega Financial Group, LLC 3.75% Reduce -0.6% 148,609 $12.3M
Avantax Planning Partners, Inc. 0.31% Reduce -1.6% 148,599 $12.3M
Rwa Wealth Partners, LLC 0.12% Add +5.9% 148,244 $12.3M
KM Capital Management Ltd. 5.76% Reduce 0.0% 147,999 $12.3M
Oak Root LLC 1.34% Reduce -1.9% 147,059 $12.2M
Graybill Wealth Management, LTD. 3.27% Add +1.2% 146,804 $12.2M
Beirne Wealth Consulting Services, LLC 2.41% Add +0.9% 146,106 $12.1M
Arkadios Wealth Advisors 0.19% Add +0.6% 146,009 $12.1M
Alvarez & Marsal Private Wealth Partners, LLC 1.59% Add +11.5% 145,291 $12.0M
Lazard Asset Management LLC 0.02% Reduce -1.3% 144,877 $12.0M
Brooklyn FI, LLC 2.20% Add +0.0% 151,615 $12.0M
Adaptive Financial Consulting, LLC 4.17% Add +1.2% 143,883 $11.9M
Titleist Asset Management, LLC 0.80% Add +4.1% 143,332 $11.9M
Lake Street Private Wealth, LLC 1.36% Add +0.2% 142,684 $11.8M
Blueprint Financial Advisors LLC 1.31% Add +56.7% 142,429 $11.8M
Bryant Woods Investment Advisors, LLC 3.26% Add +31.4% 141,488 $11.7M
Independent Financial Group, LLC 0.22% Add +27.1% 141,441 $11.7M
Fairway Wealth LLC 2.68% Add +0.3% 141,333 $11.7M
Synergy Investment Management, LLC 2.83% Add +11.8% 141,499 $11.7M
Webster Bank, N. A. 1.01% Reduce -12.5% 140,955 $11.7M
Parr McKnight Wealth Management Group, LLC 1.38% Add +32.2% 140,597 $11.6M
Stratos Wealth Advisors, LLC 0.64% Reduce -9.7% 140,419 $11.6M
North Berkeley Wealth Management, LLC 4.70% Reduce -4.8% 140,401 $11.6M
Apella Capital, LLC 0.16% Reduce -10.5% 145,753 $11.6M
Blue Edge Capital, LLC 1.39% Add +3.3% 139,794 $11.6M
Roth Financial Partners LLC 3.43% Reduce -0.2% 139,413 $11.5M
Argent Trust Co 0.33% Add +13.5% 138,952 $11.5M
Clearstead Advisors, LLC 0.11% Reduce -60.1% 138,703 $11.5M
Aptus Capital Advisors, LLC 0.08% Add +3.6% 138,156 $11.4M
Conning Inc. 0.36% No change 137,998 $11.4M
WBH Advisory Inc. 0.77% Add +1.1% 137,989 $11.4M
Cabot Wealth Management Inc. 1.16% Add +2635.8% 137,664 $11.4M
RPTC Inc. 1.92% Add +0.7% 137,518 $11.4M
Sowell Financial Services LLC 0.37% Reduce -0.3% 137,183 $11.4M
Allianz SE 0.12% Add +4.6% 137,050 $11.4M
Mutual Advisors, LLC 0.21% Add +52.5% 136,453 $11.3M
Brandywine Oak Private Wealth LLC 0.86% Add +0.5% 136,249 $11.3M
Liquid Strategies, LLC 1.54% Add +43.1% 135,760 $11.2M
TABR Capital Management, LLC 9.58% Add +147.7% 135,655 $11.2M
Rogco, LP 3.43% Reduce -1.4% 135,204 $11.2M
Kelly Financial Services LLC 2.39% Reduce -34.3% 135,016 $11.2M
Keeler & Nadler Financial Planning & Wealth Management 3.17% Add +6.6% 134,601 $11.2M
Great Lakes Advisors, LLC 0.08% Add +0.5% 134,202 $11.1M
Perennial Investment Advisors, LLC 0.74% Reduce -20.0% 133,132 $11.0M
Bell Investment Advisors, Inc 1.61% Reduce -9.5% 132,373 $11.0M
GoalVest Advisory LLC 2.03% Add +10.3% 132,157 $10.9M
One Capital Management, LLC 0.30% No change 155,412 $10.8M
FSA Investment Group, LLC 3.51% Add +46.9% 130,579 $10.8M
Community Bank, N.A. 1.17% Reduce -5.5% 130,266 $10.8M
Geneva Partners, LLC 2.87% Add +7.8% 130,128 $10.8M
Florida Trust Wealth Management Co 0.27% Reduce -0.9% 129,789 $10.8M
Americana Partners, LLC 0.24% Add +12.4% 129,616 $10.7M
Birchbrook, Inc. 5.03% Reduce -5.5% 129,406 $10.7M
Missouri Trust & Investment Co 2.90% Reduce -5.1% 137,767 $10.7M
Endeavor Private Wealth, Inc. 2.59% Reduce -18.1% 128,547 $10.6M
First Trust Advisors LP 0.01% Add +0.7% 128,176 $10.6M
Martel Wealth Advisors LLC 1.66% Reduce -6.8% 127,681 $10.6M
DE Burlo Group Inc. 1.93% Add +0.9% 127,150 $10.5M
VPR Management LLC 4.22% No change 126,800 $10.5M
Acumen Wealth Advisors, LLC 2.21% Add +83423.2% 126,120 $10.4M
Allegiance Financial Group Advisory Services LLC 1.80% Add +4.2% 125,731 $10.4M
Keebeck Wealth Management 1.01% Reduce -25.8% 124,962 $10.4M
RFG Advisory, LLC 0.16% Add +73.1% 124,392 $10.3M
Ascent Group, LLC 0.31% Reduce -1.3% 124,084 $10.3M
Twin Peaks Wealth Advisors, LLC 2.31% Reduce -16.2% 123,319 $10.2M
Ausdal Financial Partners, Inc. 0.40% Reduce -1.3% 123,316 $10.2M
YHB Investment Advisors, Inc. 0.65% Add +2.1% 122,535 $10.2M
Visa Foundation 6.54% New 122,500 $10.1M
Matthew Goff Investment Advisor, LLC 1.71% Reduce -3.1% 122,464 $10.1M
Guidance Point Advisors, LLC 2.19% Reduce -0.8% 122,396 $10.1M
Aspirean Wealth, LLC 9.41% Add +3.3% 122,164 $10.1M
Fulton Bank, N.A. 0.31% Add +27.7% 121,342 $10.1M
Harbour Investments, Inc. 0.14% Add +0.3% 121,204 $10.0M
Versant Capital Management, Inc 0.90% No change 120,588 $10.0M
Texas Yale Capital Corp. 0.22% Add +1.1% 120,440 $10.0M
Fund Evaluation Group, LLC 0.27% New 120,092 $9.9M
LifeWealth Investments, LLC 2.65% Add +7.5% 119,829 $9.9M
Fort Point Capital Partners LLC 1.06% Add +19.9% 119,822 $9.9M
Galvin, Gaustad & Stein, LLC 0.74% Reduce -17.1% 119,578 $9.9M
Northern Lights Advisors, Inc. 5.37% Reduce -0.4% 119,188 $9.9M
Eastern Bank 0.15% Reduce -52.5% 119,079 $9.9M
a16z Perennial Management, L.P. 0.80% New 118,984 $9.9M
Mission Wealth Management, LP 0.12% Add +7.3% 117,945 $9.8M
Founders Financial Alliance, LLC 1.30% Add +885.3% 117,934 $9.8M
Sequoia Financial Advisors, LLC 0.05% Add +3.8% 117,862 $9.8M
LBMC Investment Advisors, LLC 0.53% Add +6.3% 117,665 $9.7M
10Elms LLP 4.32% Add +15.6% 116,248 $9.6M
Evolution Wealth Advisors, LLC 1.12% Add +31.7% 115,753 $9.6M
Sachem Hill LLC 1.70% Reduce -5.5% 115,729 $9.6M
Maia Wealth LLC 1.41% Reduce -4.3% 115,395 $9.6M
Bank of Stockton 2.68% Add +0.7% 115,265 $9.5M
Evensky & Katz LLC 0.49% Reduce -5.2% 115,060 $9.5M
Amica Mutual Insurance Co. 0.79% No change 114,821 $9.5M
Odyssey Group, LLC 2.57% — 114,537 $9.5M
Geneos Wealth Management Inc. 0.19% Reduce -3.0% 114,298 $9.5M
Snowden Capital Advisors LLC 0.22% Reduce -42.8% 113,766 $9.4M
Financial Council, LLC 3.05% Add +1.6% 113,346 $9.4M
Emergent Wealth Advisors, LLC 4.88% Add +3.0% 114,971 $9.4M
Apeiron RIA LLC 2.40% Reduce -55.6% 112,949 $9.4M
D.A. Davidson & Co. 0.05% Add +6.5% 112,735 $9.3M
Broadview Financial Management, LLC 5.69% Reduce -4.0% 112,563 $9.3M
WealthShield Partners, LLC 1.42% Reduce -61.1% 112,264 $9.3M
Baron Capital (BAMCO) 0.01% New 111,940 $9.3M
First Citizens Asset Management, Inc. 2.95% Add +5.2% 111,576 $9.2M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +22.1% 112,974 $9.2M
Smith, Moore & Co. 0.60% Reduce -3.5% 111,398 $9.2M
Prospera Financial Services Inc 0.13% Add +7.1% 110,108 $9.1M
AdvisorNet Financial, Inc 0.41% Add +1.7% 107,861 $8.9M
Bay Harbor Wealth Management, LLC 2.06% Reduce -38.5% 107,695 $8.9M
Salomon & Ludwin, LLC 0.73% Reduce -1.1% 110,644 $8.9M
Resolute Wealth Advisor, Inc. 5.07% No change 127,621 $8.9M
First National Bank of Omaha 0.25% Add +6.2% 108,396 $8.9M
LiftPoint Family Wealth Advisors LLC 6.00% Reduce -15.5% 106,815 $8.8M
FIL Ltd 0.01% Reduce -11.5% 106,698 $8.8M
CFS Investment Advisory Services, LLC 0.58% Reduce -18.6% 109,873 $8.8M
Everett Harris & Co. 0.11% Reduce -3.3% 105,784 $8.8M
Claro Advisors Inc. 0.92% Reduce -2.2% 105,745 $8.8M
First Merchants Corp. 0.31% Add +4.2% 105,622 $8.7M
Crewe Advisors LLC 0.63% Add +2.1% 105,358 $8.7M
GAM Holding AG 0.66% Reduce -12.1% 104,249 $8.6M
Sage Advisory Services, Ltd.Co. 4.22% Reduce -2.3% 103,630 $8.6M
United Financial Planning Group LLC 4.35% Add +3.3% 103,354 $8.6M
Elmwood Wealth Management, Inc. 2.14% Add +1.5% 103,320 $8.6M
First United Bank & Trust 2.46% Reduce -7.4% 103,235 $8.6M
Federated Hermes, Inc. 0.01% Reduce -8.7% 103,200 $8.5M
Encompass Wealth Advisors, LLC 2.59% Add +4.3% 102,790 $8.5M
Chicago Wealth Management, Inc. 3.02% Add +3.4% 102,719 $8.5M
Ironsides Asset Advisors, LLC 1.98% No change 102,090 $8.5M
Galilei Investment Office LLP 3.88% Add +2.5% 102,000 $8.4M
Ssi Investment Management LLC 2.90% Reduce -28.5% 101,970 $8.4M
Causey Wealth LLC 3.29% Reduce -0.3% 101,683 $8.4M
Cornerstone Wealth Group, LLC 0.50% Reduce -0.3% 101,656 $8.4M
Advyzon Investment Management, LLC 0.61% Reduce -37.4% 101,118 $8.4M
Howard Bailey Securities, LLC 3.13% Add +3.1% 100,749 $8.3M
Boston Research & Management Inc. 1.87% Reduce -2.5% 100,742 $8.3M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -5.5% 100,527 $8.3M
Range Advisory, LLC 0.99% Add +30.1% 99,971 $8.3M
Courier Capital LLC 0.41% Reduce -0.7% 99,322 $8.2M
Pointe Capital Management LLC 3.67% Add +2.4% 98,996 $8.2M
Sigma Investment Counselors Inc. 0.40% Reduce -4.6% 98,969 $8.2M
Sentinel Advisory Group, LLC 3.34% Reduce -2.6% 98,772 $8.2M
Legacy Edge Advisors, LLC 0.75% Add +34.2% 98,715 $8.2M
Pinion Investment Advisors, LLC 1.55% Reduce -11.0% 98,639 $8.2M
PCM Encore, LLC 1.43% Add +14.8% 98,540 $8.2M
Crane Advisory, LLC 1.17% Add +1.8% 104,012 $8.1M
One Wealth Advisors, LLC 0.89% Add +4.1% 97,807 $8.1M
Boston Trust Walden Corp 0.06% Reduce -3.4% 97,805 $8.1M
Laird Norton Wetherby Trust Company, LLC 0.16% Add +0.0% 97,621 $8.1M
Heritage Investors Management Corp. 0.22% Reduce -3.2% 97,461 $8.1M
Global Wealth Management Investment Advisory, Inc. 1.14% Add +4.9% 97,096 $8.0M
Avid Wealth Partners LLC 3.88% Reduce -18.1% 96,827 $8.0M
Mechanics Financial Corp 2.87% Add +7.9% 96,818 $8.0M
Leavell Investment Management, Inc. 0.29% Add +25.6% 96,592 $8.0M
Portside Wealth Group, LLC 0.93% Add +13.8% 96,309 $8.0M
Beacon Bridge Wealth Partners, LLC 2.27% Reduce -27.1% 96,030 $8.0M
Sovran Advisors, LLC 0.59% Reduce -19.8% 107,096 $7.9M
Tepp RIA, LLC 5.37% Reduce -0.3% 95,678 $7.9M
Capital Asset Advisory Services LLC 0.29% Add +3.1% 95,433 $7.9M
Hancock Whitney Corp. 0.13% Add +6.2% 95,287 $7.9M
Coral Wealth Management, LLC 6.47% Add +12.8% 95,282 $7.9M
MTC Wealth Management LLC 3.53% Reduce -2.2% 94,923 $7.9M
Stonehearth Capital Management, LLC 2.67% Add +267.9% 94,505 $7.8M
Csenge Advisory Group 0.32% Reduce -15.3% 94,130 $7.8M
Sequent Planning LLC 1.66% Add +5.7% 93,631 $7.8M
One Wealth Capital Management, LLC 2.19% Reduce -7.5% 92,849 $7.7M
CarsonAllaria Wealth Management, Ltd. 3.31% Add +1.9% 92,245 $7.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +174.4% 91,930 $7.6M
Vident Advisory, LLC 0.06% Reduce -92.5% 91,705 $7.6M
WCG Wealth Advisors LLC 0.18% Reduce -41.8% 91,565 $7.6M
Compound Planning, Inc. 0.20% Reduce -0.5% 91,492 $7.6M
Waterloo Capital, L.P. 0.43% Add +5.1% 91,400 $7.6M
Sharp Wealth Advisory, LLC 3.50% Add +823.0% 91,215 $7.6M
Custos Family Office, LLC 4.52% Add +3.2% 90,745 $7.5M
Gladstone Institutional Advisory LLC 0.24% Add +1.0% 90,087 $7.5M
Highline Wealth Partners LLC 1.52% Add +3.2% 89,572 $7.4M
Alliance Private Wealth, LLC 2.56% Reduce -7.2% 88,950 $7.4M
Nations Financial Group Inc, /Ia/ 0.35% Reduce -5.8% 88,787 $7.4M
McNaughton Wealth Management, LLC 2.61% Reduce -25.9% 88,774 $7.4M
Interchange Capital Partners, LLC 1.38% Add +11.2% 88,649 $7.3M
Able Wealth Management LLC 1.68% Reduce -7.4% 88,516 $7.3M
Lutz Financial Services LLC 0.45% Reduce -0.7% 88,309 $7.3M
Armbruster Capital Management, Inc. 1.09% Reduce -5.7% 87,878 $7.3M
Sapient Capital LLC 0.09% Add +11.9% 87,246 $7.2M
Capital Group Private Client Services, Inc. 0.10% Add +17.8% 86,768 $7.2M
TSA Wealth Managment LLC 2.03% Reduce -31.3% 86,702 $7.2M
Elevate Wealth Advisory, Inc. 4.07% Reduce -3.7% 86,115 $7.1M
Western Wealth Management, LLC 0.23% Add +1.9% 85,748 $7.1M
Urban Financial Advisory Corp 1.96% Add +4846.0% 85,714 $7.1M
Rosenberg Matthew Hamilton 1.32% Add +11.6% 85,504 $7.1M
Cornerstone Management, Inc. 1.02% Reduce -0.0% 85,213 $7.1M
Beacon Bank & Trust 1.35% Add +6.8% 85,208 $7.1M
Polaris Investment Advisors, LLC 4.51% Reduce -23.3% 85,002 $7.0M
SBI Okasan Asset Management Co.Ltd. 0.23% Add +14.3% 85,928 $7.0M
Quattro Financial Advisors LLC 1.50% Add +4.8% 84,579 $7.0M
Richard W. Paul & Associates, LLC 2.14% Add +0.6% 84,321 $7.0M
Frisco Financial Planning LLC 5.26% Reduce -2.0% 84,306 $7.0M
Southern Capital Advisors, LLC 2.91% Add +3.7% 84,059 $7.0M
Curry Webb Wealth Management LLC 2.87% Add +11.3% 83,780 $6.9M
Walker Financial Services, Inc. 2.13% Add +16.1% 82,973 $6.9M
Camelot Technology Advisors, Inc. 4.69% Reduce -3.3% 82,972 $6.9M
Cypress Wealth Services, LLC 0.84% Reduce -25.4% 82,503 $6.8M
Steele Capital Management, Inc. 0.25% Add +5.7% 81,760 $6.8M
Earned Wealth Advisors, LLC 0.44% Add +4.8% 81,565 $6.8M
Greenspring Advisors, LLC 0.37% Reduce -0.2% 81,428 $6.7M
Northwest Wealth Management, LLC 0.89% Reduce -3.0% 81,399 $6.7M
Marietta Wealth Management, LLC 0.69% Reduce -1.2% 81,348 $6.7M
Harbour Capital Advisors, LLC 1.22% Add +0.7% 82,652 $6.7M
Advisor OS, LLC 0.44% Add +5.0% 80,215 $6.6M
Midwest Capital Advisors, LLC 2.70% New 80,141 $6.6M
AtlasMark Financial, Inc 3.25% Add +16.4% 79,768 $6.6M
Centurion Wealth Management LLC 1.58% Reduce -10.6% 79,559 $6.6M
Quadrant Private Wealth Management, LLC 1.46% Reduce -25.1% 78,765 $6.5M
Allianz Asset Management GmbH 0.01% Reduce -60.6% 78,600 $6.5M
Brady Martz Wealth Solutions, LLC 0.98% Add +0.4% 78,245 $6.5M
ARK & TLK Investments, LLC 1.60% Add +9.3% 78,184 $6.5M
James J. Burns & Company, LLC 0.70% Reduce -0.9% 77,652 $6.4M
NBH Bank 2.71% — 77,609 $6.4M
Old Mission Capital LLC 0.16% Reduce -99.1% 77,415 $6.4M
GMO 0.01% Add +531.1% 77,276 $6.4M
Shelter Mutual Insurance Co 1.35% No change 77,114 $6.4M
Matauro, LLC 0.84% Add +118.5% 77,088 $6.4M
OMNI 360 Wealth, Inc. 2.95% Reduce -6.9% 77,032 $6.4M
Lebenthal Global Advisors, LLC 0.86% Reduce -1.0% 76,834 $6.4M
Eldridge Investment Advisors, Inc. 1.26% Add +8.6% 76,582 $6.3M
Great Valley Advisor Group, Inc. 0.10% Add +13.9% 76,446 $6.3M
CENTRAL TRUST Co 0.11% Add +6.1% 75,871 $6.3M
Sage Rhino Capital LLC 1.03% Reduce -17.4% 75,558 $6.3M
PW Nova Financial Services LLC 1.34% Add +9.0% 75,489 $6.3M
Advus Financial Partners, LLC 1.42% Add +4.4% 75,327 $6.2M
Fifth Third Securities, Inc. 0.36% Add +6.9% 75,171 $6.2M
Two Sigma Securities, LLC 0.54% Add +72.6% 75,162 $6.2M
Signature Estate & Investment Advisors LLC 0.11% Reduce -6.0% 75,087 $6.2M
Genesis Private Wealth, LLC 1.74% Add +4.4% 74,798 $6.2M
Davis Wealth Advisors, LLC 4.79% Reduce -22.6% 74,725 $6.2M
Allie Family Office LLC 2.29% Reduce -4.5% 74,420 $6.2M
MJP Associates Inc. 0.67% Add +8.2% 74,318 $6.2M
Winthrop Capital Management, LLC 1.49% Reduce -7.2% 74,280 $6.2M
Vertex Planning Partners, LLC 0.91% Add +418.2% 74,258 $6.2M
Life Planning Partners, Inc 4.56% Reduce -8.9% 74,126 $6.1M
CoreCap Advisors, LLC 0.18% Reduce -19.6% 74,065 $6.1M
Sigma Planning Corp 0.15% Reduce -51.0% 73,898 $6.1M
Asset Dedication, LLC 0.38% Reduce -1.8% 73,818 $6.1M
Tacita Capital Inc 3.31% Reduce -5.6% 73,598 $6.1M
South Plains Financial, Inc. 3.24% Add +0.9% 72,725 $6.0M
Benjamin Edwards Inc. 0.05% Reduce -5.1% 72,681 $6.0M
Alterna Wealth Management, Inc. 3.44% Reduce -2.5% 72,316 $6.0M
Integrated Advisors Network LLC 0.28% Reduce -5.4% 72,202 $6.0M
Canopy Partners, LLC 1.79% Add +1.7% 71,889 $6.0M
Apollon Financial, LLC 0.70% Add +11.6% 71,709 $5.9M
Lantz Financial LLC 1.09% Reduce -19.8% 71,637 $5.9M
B. Riley Wealth Advisors, Inc. 0.32% Reduce -26.0% 72,360 $5.9M
Smith Salley Wealth Management 0.26% Reduce -1.7% 71,358 $5.9M
S. R. Schill & Associates 3.57% Reduce -5.3% 71,326 $5.9M
Summitas Investment Management LLC 4.39% Reduce -7.4% 71,281 $5.9M
Bryn Mawr Trust Advisors, LLC 0.26% Add +14.1% 71,124 $5.9M
Layline Advisors, LLC 5.26% Add +10.4% 70,835 $5.9M
GC Wealth Management RIA, LLC 0.34% Add +8.1% 70,714 $5.9M
BCGM Wealth Management, LLC 1.24% Reduce -35.9% 70,710 $5.9M
King Wealth Management Group 0.64% Add +3.4% 70,623 $5.8M
Amitell Capital Pte Ltd 5.35% Add +15.6% 70,600 $5.8M
FAS Wealth Partners, Inc. 0.30% Reduce -1.6% 70,293 $5.8M
FFT Wealth Management LLC 0.91% Add +41.7% 70,201 $5.8M
United Advisor Group, LLC 0.61% Reduce -3.9% 69,711 $5.8M
Astra Wealth Partners LLC 3.21% Reduce -0.7% 69,627 $5.8M
Kovack Advisors, Inc. 0.28% Add +183.7% 70,881 $5.8M
Stone Summit Wealth LLC 1.46% Add +0.5% 69,297 $5.7M
Nicolet Bankshares Inc. 0.18% Add +5.4% 68,858 $5.7M
Foundry Financial Group, Inc. 2.46% Reduce -3.1% 68,675 $5.7M
Mayflower Financial Advisors, LLC 0.49% Reduce -3.1% 68,671 $5.7M
Core Wealth Advisors, LLC 4.18% Reduce -38.8% 68,445 $5.7M
Mason Street Advisors, LLC 0.51% Add +56.4% 68,080 $5.6M
Turtle Creek Wealth Advisors, LLC 0.30% Reduce -5.3% 67,867 $5.6M
Summit Global Investments 0.31% Add +1033.8% 67,757 $5.6M
Morling Financial Advisors, LLC 1.56% Add +1.4% 67,701 $5.6M
Dravo Bay LLC 1.94% Add +0.8% 67,657 $5.6M
NorthLanding Financial Partners, LLC 3.87% Add +2.0% 67,592 $5.6M
Cornerstone Planning Group LLC 0.70% Reduce -18.8% 70,119 $5.5M
Peak Wealth Management LLC 3.88% Reduce -33.1% 66,707 $5.5M
J.W. Cole Advisors, Inc. 0.09% Reduce -13.9% 66,660 $5.5M
Vance Wealth, LLC 1.24% Reduce -2.4% 66,528 $5.5M
Cullen/Frost Bankers, Inc. 0.05% Add +141.9% 66,398 $5.5M
Key Capital Management, INC 2.83% Add +28.1% 66,390 $5.5M
Circle Wealth Management, LLC 0.07% Add +17.4% 66,361 $5.5M
Valmark Advisers, Inc. 0.06% Add +9.4% 66,345 $5.5M
Montgomery Financial Services LLC 4.77% — 66,280 $5.5M
Stonebrook Private Inc. 1.00% Reduce -5.7% 66,143 $5.5M
DecisionMap Wealth Management, LLC 3.06% Add +2.5% 65,957 $5.5M
North Star Asset Management Inc. 0.21% Reduce -0.0% 65,946 $5.5M
Capital Investment Advisory Services, LLC 0.34% Add +824.2% 65,833 $5.5M
Element Wealth, LLC 2.05% Add +0.9% 65,737 $5.4M
Symphony Financial, Ltd. Co. 0.59% Add +26.7% 65,370 $5.4M
Arete Wealth Advisors, LLC 0.36% Reduce -4.8% 65,184 $5.4M
Bradley Foster & Sargent Inc. 0.08% Reduce -17.8% 64,354 $5.3M
Park Place Capital Corp 0.85% Add +0.1% 64,252 $5.3M
Willis Johnson & Associates, Inc. 0.30% Reduce -12.9% 64,105 $5.3M
Arbor Investment Advisors, LLC 0.60% Reduce -2.2% 64,030 $5.3M
Minot DeBlois Advisors LLC 4.55% Add +0.1% 64,000 $5.3M
Orrstown Financial Services Inc. 0.79% Add +8.0% 63,869 $5.3M
Grand Wealth Management, LLC 2.19% Reduce -2.4% 63,490 $5.3M
CIBC Bancorp USA Inc. 0.01% Reduce -2.9% 63,215 $5.2M
Oxford Wealth Group, LLC 2.31% Add +19.4% 62,246 $5.2M
New Hampshire Trust 0.97% Reduce -3.1% 62,226 $5.2M
Purewater Capital LLC 3.71% Add +35.7% 62,027 $5.1M
Rodgers & Associates, LTD 0.47% Reduce -3.4% 61,963 $5.1M
BridgePort Financial Solutions, LLC 1.31% Reduce -29.1% 61,961 $5.1M
Retirement Wealth Solutions LLC 2.82% Reduce -15.3% 61,809 $5.1M
Princeton Global Asset Management LLC 0.73% Add +3.8% 61,619 $5.1M
Nova R Wealth, Inc. 1.48% Add +2.2% 61,372 $5.1M
Beto Financial Group, LLC 2.66% Add +1.3% 65,692 $5.1M
HUB Investment Partners, LLC 0.09% Add +1.7% 61,073 $5.1M
EPG Wealth Management LLC 1.21% Add +1.3% 61,031 $5.1M
Cypress Financial Planning LLC 1.24% Add +6.5% 61,000 $5.1M
Integrated Investment Consultants, LLC 0.99% Add +0.4% 60,490 $5.0M
Saxon Interests, Inc. 1.38% Add +35.2% 60,475 $5.0M
Caliber Wealth Management, LLC / KS 0.48% Add +1.8% 60,211 $5.0M
Intergy Private Wealth, LLC 1.14% Reduce -6.0% 59,774 $5.0M
River's Edge Wealth Management, LLC 4.35% Add +2.6% 62,040 $4.9M
Cranbrook Wealth Management, LLC 0.92% Reduce -1.1% 59,487 $4.9M
Box Hill Private Wealth LLC 3.93% Reduce -7.5% 59,156 $4.9M
Plancorp, LLC 0.12% Add +1.7% 62,209 $4.9M
Invera Wealth Advisors, LLC 2.60% Reduce -4.9% 58,553 $4.9M
Vericrest Private Wealth 4.30% Reduce -20.7% 58,395 $4.8M
BIP Wealth, LLC 0.14% Add +249.9% 58,260 $4.8M
Summit Trail Advisors, LLC 0.06% Reduce -27.8% 57,928 $4.8M
CreativeOne Wealth, LLC 0.10% Reduce -3.7% 57,923 $4.8M
Amara Financial, Llc. 2.87% Add +4.0% 57,801 $4.8M
Brighton Jones LLC 0.09% Reduce -4.1% 57,654 $4.8M
Aureum Wealth Management, LLC 2.96% Add +4.1% 57,628 $4.8M
Venture Visionary Partners LLC 0.13% Add +99.7% 57,486 $4.8M
Cantor Fitzgerald Investment Advisors L.P. 0.32% Reduce -3.7% 56,842 $4.7M
SMART Wealth LLC 1.01% Add +153.0% 56,698 $4.7M
Commonwealth Retirement Investments LLC 1.27% Add +8.1% 56,585 $4.7M
Shared Vision Wealth Group LLC 1.61% Reduce -31.8% 56,564 $4.7M
Aerodigm Wealth, LLC 1.58% Reduce -8.9% 56,420 $4.7M
FWG Investments, LLC. 2.47% Reduce -8.6% 56,294 $4.7M
Wealthcare Advisory Partners LLC 0.09% Add +3.8% 56,266 $4.7M
Beacon Capital Management, LLC 0.68% Add +176.8% 56,156 $4.7M
Westside Investment Management, Inc. 0.61% Add +4.1% 56,105 $4.6M
Nwam LLC 0.23% Add +4.6% 56,100 $4.6M
JGP Wealth Management, LLC 0.42% Add +6.9% 55,915 $4.6M
Oregon Pacific Wealth Management, LLC 4.31% Reduce -6.8% 55,487 $4.6M
Financial Counselors Inc. 6.31% Add +127.5% 55,345 $4.6M
Hoxton Planning & Management, LLC 1.20% Reduce -28.3% 55,304 $4.6M
Blue Square Asset Management, LLC 1.85% New 55,250 $4.6M
Main Management LLC 0.30% Reduce -0.9% 54,764 $4.5M
Private Trust Co. NA 0.36% Add +1.2% 54,718 $4.5M
Koesten, Hirschmann & Crabtree, INC. 1.87% Reduce -2.8% 54,336 $4.5M
IHT Wealth Management, LLC 0.10% Add +31.5% 54,260 $4.5M
Norris Perne & French LLP 0.19% Add +7.7% 54,208 $4.5M
Mma Asset Management LLC 1.42% Add +5.1% 54,030 $4.5M
Clear Creek Financial Management, LLC 0.29% Reduce -35.2% 53,936 $4.5M
Sunburst Financial Group, LLC 0.74% Reduce -0.8% 53,373 $4.4M
Stock Yards Bank & Trust Co. 0.13% Add +4.8% 53,265 $4.4M
Lam Group, Inc. 2.19% No change 53,215 $4.4M
Wetzel Investment Advisors, Inc. 1.52% Reduce -25.7% 52,943 $4.4M
Rathbones Group PLC 0.02% Add +7.3% 52,923 $4.4M
QRG Capital Management, Inc. 0.04% Add +40.5% 52,710 $4.4M
Signal Advisors Wealth, LLC 0.23% Add +39.6% 52,520 $4.4M
Kingsview Wealth Management, LLC 0.05% Reduce -2.6% 52,497 $4.3M
CoreFirst Bank & Trust 2.14% Reduce -7.2% 51,974 $4.3M
Firethorn Wealth Partners, LLC 1.39% Add +0.2% 51,945 $4.3M
LifePlan Investment Advisors, Inc. 1.48% Reduce -24.4% 51,846 $4.3M
Diversified Enterprises, LLC 0.21% Reduce -3.4% 51,765 $4.3M
Rf&l Wealth Management, LLC 2.89% Reduce -0.9% 51,614 $4.3M
Highland Capital Management, LLC 0.20% Add +0.8% 51,492 $4.3M
A4 Wealth Advisors LLC 2.87% Reduce -16.4% 51,294 $4.2M
Fi3 FINANCIAL ADVISORS, LLC 1.01% Add +838.2% 43,834 $4.2M
Okabena Investment Services Inc. 0.75% Add +0.1% 51,014 $4.2M
Summit Wealth Group LLC / Co. 0.35% Add +17.2% 50,806 $4.2M
Endowment Wealth Management, Inc. 1.63% Add +3.4% 50,784 $4.2M
Spectrum Planning & Advisory Services Inc. 1.87% Reduce -39.2% 50,566 $4.2M
Atlas Capital Advisors Inc. 0.46% Add +0.5% 50,476 $4.2M
Hollencrest Capital Management 0.27% Reduce -3.5% 50,243 $4.2M
Gentry Private Wealth, LLC 2.14% Add +8.2% 50,109 $4.2M
Fidelis Capital Partners, LLC 0.24% Add +12.6% 50,003 $4.1M
Cornerstone Advisory, LLC 0.34% Add +9.8% 49,949 $4.1M
Lodestar Private Asset Management LLC 0.36% Add +4.9% 49,829 $4.1M
Patriot Financial Group Insurance Agency, LLC 0.42% Reduce -55.0% 49,841 $4.1M
Absolute Capital Management, LLC 1.03% Reduce -25.1% 49,806 $4.1M
Motive Wealth Advisors 1.70% Reduce -2.0% 49,760 $4.1M
Verus Capital Partners, LLC 0.22% Reduce -18.8% 49,722 $4.1M
Timmons Wealth Management, LLC 3.01% Reduce -9.6% 49,697 $4.1M
SlateStone Wealth, LLC 0.31% Add +7.5% 49,483 $4.1M
Eagle Strategies LLC 0.40% Reduce -24.5% 48,632 $4.0M
Smithbridge Asset Management Inc. 0.55% Add +4.5% 48,589 $4.0M
Disciplined Investments, LLC 1.30% Reduce -1.2% 48,447 $4.0M
Strategy Asset Managers LLC 0.60% Reduce -7.1% 48,438 $4.0M
Avior Wealth Management, LLC 0.11% Reduce -9.2% 48,521 $4.0M
Good Steward Wealth Advisors,LLC 2.42% Reduce -1.7% 48,378 $4.0M
Gen-Wealth Partners Inc 1.11% Add +7.6% 48,334 $4.0M
Pembroke Management, LTD 0.52% Reduce -13.1% 48,213 $4.0M
Fairlight Advisors 3.22% — 47,643 $3.9M
Islay Capital Management, LLC 1.86% Reduce -10.7% 47,543 $3.9M
Spinnaker Trust 0.19% Add +2.6% 47,411 $3.9M
Keel Point, LLC 0.23% Add +7.3% 47,377 $3.9M
5T Wealth, LLC 1.45% Reduce -21.9% 47,034 $3.9M
Trevian Wealth Management LLC 1.66% Reduce -1.0% 46,983 $3.9M
Sweeney & Michel, LLC 1.02% Add +0.5% 48,407 $3.9M
MidFirst Bank 0.27% Add +2.6% 46,741 $3.9M
M Holdings Securities, Inc. 0.53% Reduce -9.0% 47,078 $3.9M
Falcon Wealth Planning 0.24% Reduce -6.3% 46,561 $3.9M
Skyline Advisors, Inc. 1.20% Reduce -11.2% 46,219 $3.8M
Level Four Advisory Services, LLC 0.11% Add +2.9% 46,205 $3.8M
CIBC Asset Management Inc 0.01% New 46,139 $3.8M
DAVENPORT & Co LLC 0.02% Add +42.4% 46,011 $3.8M
Cordant, Inc. 1.36% Reduce -1.5% 45,484 $3.8M
Traveka Wealth, LLC 1.25% Add +1.9% 45,307 $3.8M
Center For Asset Management LLC 1.66% Add +3.0% 45,076 $3.7M
First Manhattan Co. Llc. 0.01% Reduce -1.3% 45,068 $3.7M
NBT Bank, N.A. 0.25% Reduce -1.3% 44,890 $3.7M
Zuckerman Investment Group, LLC 0.31% Reduce -1.1% 44,636 $3.7M
Mann Financial Group, Inc. 3.09% Reduce -0.3% 44,585 $3.7M
Wedbush Securities Inc. 0.10% Reduce -7.5% 44,514 $3.7M
Forbes Financial Planning, Inc. 1.97% Add +1.4% 44,377 $3.7M
Transcend Capital Advisors, LLC 0.25% Reduce -7.3% 44,366 $3.7M
Krilogy Financial LLC 0.11% Add +15.0% 44,223 $3.7M
Wick Capital Partners, LLC 0.55% Add +9.7% 25,114 $3.7M
OneAscent Financial Services LLC 0.17% Add +0.0% 44,065 $3.7M
Blue Fin Capital, Inc. 0.53% Add +5.3% 44,014 $3.6M
Balefire, LLC 0.59% Add +44.4% 43,882 $3.6M
Moors & Cabot, Inc. 0.14% Add +5.4% 43,830 $3.6M
First Heartland Consultants, Inc. 0.23% Reduce -23.6% 43,781 $3.6M
SOA Wealth Advisors, LLC. 0.61% Add +46.8% 214,017 $3.6M
Headinvest, LLC 0.67% Add +9.5% 43,660 $3.6M
Forum Finance Group S.A. 1.29% Add +54.8% 53,701 $3.6M
Redhawk Wealth Advisors, Inc. 0.35% Reduce -11.0% 43,156 $3.6M
Forefront Wealth Partners, LLC 1.11% Add +2.7% 43,058 $3.6M
Alpha Omega Wealth Management LLC 0.54% Reduce -2.1% 42,793 $3.5M
Portfolio Resources Advisor Group, Inc. 2.98% Reduce -45.8% 42,544 $3.5M
Harbor Investment Advisory, LLC 0.25% Add +120.7% 42,358 $3.5M
Oak Family Advisors, LLC 1.01% New 42,303 $3.5M
Braun-Bostich & Associates Inc. 1.95% Reduce -33.8% 42,248 $3.5M
Rossby Financial, LCC 0.64% Add +12.5% 42,064 $3.5M
Spartan Planning & Wealth Management 2.31% Add +53.4% 41,846 $3.5M
Horst & Graben Wealth Management LLC 0.46% Reduce -25.5% 42,914 $3.5M
TritonPoint Partners, LLC 0.29% Reduce -1.6% 41,615 $3.4M
Gryphon Financial Partners LLC 0.31% Reduce -4.5% 41,371 $3.4M
Busey Bank 0.08% Add +0.1% 41,369 $3.4M
Unique Wealth Strategies, LLC 1.25% Reduce -17.0% 41,345 $3.4M
Kingswood Wealth Advisors, LLC 0.14% Add +33.6% 41,327 $3.4M
Wealth Dimensions Group, Ltd. 0.61% Reduce -2.1% 40,852 $3.4M
Trivium Point Advisory, LLC 0.30% Add +7.0% 40,564 $3.4M
Triad Wealth Partners, LLC 0.20% Reduce -87.2% 42,785 $3.3M
Left Brain Wealth Management, LLC 1.01% Reduce -15.0% 40,301 $3.3M
WealthPLAN Partners, LLC 0.64% Add +106.4% 40,217 $3.3M
Moneywise, Inc. 1.24% Add +6.4% 40,201 $3.3M
WESCAP Management Group, Inc. 0.62% Reduce -1.4% 40,157 $3.3M
Russell Investments Group, Ltd. 0.00% Add +33.1% 40,142 $3.3M
Inman Jager Wealth Management, LLC 1.77% Add +1.8% 40,061 $3.3M
Diversified Portfolios, Inc. 0.24% Reduce -11.0% 40,006 $3.3M
Old National Bancorp 0.07% Reduce -1.2% 39,487 $3.3M
Wealth Management Partners, LLC 0.77% Add +22.3% 39,390 $3.3M
Continuum Advisory, LLC 0.26% Reduce -6.3% 39,290 $3.3M
Clark Capital Management Group, Inc. 0.02% Add +57.8% 39,136 $3.2M
Stevens Capital Partners 0.62% Add +1.4% 39,053 $3.2M
Dynamic Advisor Solutions LLC 0.09% Reduce -2.0% 38,998 $3.2M
DV Trading LLC 0.27% Add +181.9% 38,899 $3.2M
Laurel Oak Wealth Management, LLC 0.47% Reduce -12.5% 38,838 $3.2M
Allstreet Capital Advisors LLC 2.07% Add +5.0% 38,431 $3.2M
EverSource Wealth Advisors, LLC 0.11% Reduce -25.6% 38,361 $3.2M
Pinnacle Associates Ltd. 0.03% Add +5.5% 38,321 $3.2M
Vilga Financial Planning LLC 2.40% Add +3.1% 38,184 $3.2M
MMBG Investment Advisors Co. 0.25% Reduce -3.4% 38,045 $3.2M
Zenith Solutions, Inc. 2.86% — 38,038 $3.2M
PFG Investments, LLC 0.12% Add +1.6% 37,971 $3.1M
Integrity Advisory Solutions, LLC 0.32% Reduce -11.7% 37,704 $3.1M
Baron Financial Group, LLC 1.49% Reduce -3.6% 37,692 $3.1M
Empower Advisory Group, LLC 0.01% Add +6.8% 37,593 $3.1M
Zhang Financial LLC 0.09% Add +913.5% 37,551 $3.1M
Sepio Capital, LP 0.16% Reduce -10.2% 37,419 $3.1M
B.O.S.S. Retirement Advisors, LLC 0.84% Reduce -27.7% 37,417 $3.1M
Meramec Financial Planners, LLC 1.12% Add +1.7% 39,591 $3.1M
Parcion Private Wealth LLC 0.17% Add +7.0% 36,902 $3.1M
Coastal Bridge Advisors, LLC 0.19% Add +38.4% 36,671 $3.0M
AA Financial Advisors, LLC 0.37% Reduce -6.3% 36,652 $3.0M
Thrive Wealth Management, LLC 0.39% Add +1.6% 36,615 $3.0M
Nilsine Partners, LLC 0.21% Add +1.8% 36,373 $3.0M
Ellevest, Inc. 0.35% Reduce -1.2% 36,385 $3.0M
Matters Capital LLC 2.10% Add +1.9% 36,262 $3.0M
Eight 31 Financial, LLC 1.78% Add +1.6% 36,233 $3.0M
Strive Financial Group ,LLC 1.30% Add +37.5% 36,170 $3.0M
Rialto Wealth Management, LLC 0.59% Reduce -9.7% 36,127 $3.0M
Blalock Williams, LLC 1.94% Reduce -30.7% 36,062 $3.0M
Leeward Financial Partners, LLC 0.78% Add +3.3% 35,994 $3.0M
Gilbert Capital Group, Inc. 2.07% New 35,724 $3.0M
Colonial Trust Co / SC 0.37% Add +15.0% 35,683 $3.0M
Freestone Capital Holdings, LLC 0.08% Add +10.1% 35,646 $3.0M
Arbor Trust Wealth Advisors, LLC 1.19% Add +10.7% 35,485 $2.9M
WealthCare Investment Partners, LLC 0.71% Add +4.5% 35,391 $2.9M
Cypress Capital Group 0.27% Add +104.2% 35,363 $2.9M
Clarus Wealth Advisors 1.12% Reduce -2.4% 36,303 $2.9M
Mycio Wealth Partners, LLC 0.54% Reduce -12.8% 35,095 $2.9M
Founders Grove Wealth Partners, LLC 0.58% Reduce -0.1% 35,075 $2.9M
Verus Wealth Management, LLC 2.39% Reduce -0.3% 35,045 $2.9M
Stokes Family Office, LLC 0.34% Reduce -17.4% 35,010 $2.9M
City of London Investment Management Co. Ltd. 0.17% Reduce -47.6% 35,008 $2.9M
Wealth Quarterback LLC 0.90% Add +11.1% 34,993 $2.9M
Renasant Bank 1.86% Add +1.0% 34,923 $2.9M
Essential Partners LLC 1.33% Add +15.2% 34,708 $2.9M
Parkside Financial Bank & Trust 0.20% Reduce -9.1% 34,685 $2.9M
Chris Bulman Inc 1.05% Reduce -9.8% 34,652 $2.9M
Legacy Bridge, LLC 0.88% Add +1.3% 34,421 $2.9M
Ewing Morris & Co. Investment Partners Ltd. 1.49% New 34,342 $2.8M
TBH Global Asset Management, LLC 0.52% Reduce -4.2% 34,296 $2.8M
Wilmington Savings Fund Society, FSB 0.06% Add +9.0% 34,208 $2.8M
BCS Wealth Management 0.51% Reduce -5.6% 34,154 $2.8M
Essential Planning, LLC. 0.80% Add +20.7% 34,102 $2.8M
Armor Investment Advisors, LLC 0.90% Add +15.7% 33,956 $2.8M
Darrow Company, Inc. 1.09% Reduce -4.1% 33,894 $2.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.71% Reduce -0.5% 33,703 $2.8M
Fiduciary Group, LLC 0.22% Reduce -2.0% 33,524 $2.8M
Granville Capital, Inc. 1.24% Reduce -3.2% 33,507 $2.8M
Conrad Siegel Investment Advisors, Inc. 0.45% Reduce -0.1% 33,474 $2.8M
DDFG, Inc 0.55% Reduce -24.8% 33,447 $2.8M
Woodmont Investment Counsel LLC 0.15% Reduce -0.4% 33,382 $2.8M
Berman McAleer LLC 0.32% Reduce -0.0% 33,298 $2.8M
Tru Independence Asset Management 2, LLC 1.49% Add +7.4% 33,257 $2.8M
Fiduciary Financial Advisors 0.28% Add +253.3% 33,192 $2.7M
Charles Schwab Trust Co 0.15% Reduce -4.3% 33,095 $2.7M
LPWM LLC 0.61% Add +7.5% 33,003 $2.7M
Victory Financial Group, LLC 0.29% Reduce -2.3% 32,968 $2.7M
Napier Financial, LLC 0.57% Add +2.1% 32,808 $2.7M
Richardson Financial Services Inc. 1.54% Reduce -3.9% 32,678 $2.7M
Shufro Rose & Co. LLC 0.15% Reduce -4.7% 32,469 $2.7M
Keystone Wealth Services, LLC 0.50% Add +4.8% 32,217 $2.7M
Calamos Wealth Management LLC 0.08% Add +0.2% 31,909 $2.6M
Pursue Wealth Partners LLC 1.48% Add +0.0% 31,903 $2.6M
High Net Worth Advisory Group LLC 0.56% Reduce -4.1% 31,809 $2.6M
Yukon Wealth Management, Inc. 0.75% Add +6.8% 31,692 $2.6M
Ticino Wealth 0.83% Add +78.6% 31,655 $2.6M
Inspire Advisors, LLC 0.18% Add +12.3% 31,559 $2.6M
Bahl & Gaynor LLC 0.01% Add +4.9% 31,504 $2.6M
Sankala Group LLC 1.74% Reduce -3.0% 32,529 $2.6M
TFB Advisors LLC 1.14% Reduce -0.9% 31,183 $2.6M
TFO Wealth Partners, LLC 0.28% Reduce -1.8% 31,177 $2.6M
4Thought Financial Group Inc. 1.21% Reduce -32.3% 31,074 $2.6M
Cove Private Wealth, LLC 0.50% Add +23.3% 30,881 $2.6M
Magnolia Capital Advisors LLC 0.44% Reduce -2.3% 30,872 $2.6M
Van Cleef Asset Management,Inc 0.26% Reduce -5.5% 30,865 $2.6M
Meridian Wealth Management, LLC 0.08% Add +48.2% 30,827 $2.6M
Physician Wealth Advisors, Inc. 0.30% Reduce -12.1% 30,650 $2.5M
Chesley Taft & Associates LLC 0.10% Reduce -0.3% 30,610 $2.5M
Intesa Sanpaolo Wealth Management 0.51% Add +2.6% 30,529 $2.5M
Vista Cima Wealth Management LLC 1.88% Add +4.5% 30,472 $2.5M
Tyche Wealth Partners LLC 0.35% Add +11.4% 30,354 $2.5M
Rothschild & Co Wealth Management UK Ltd 0.04% Reduce -51.8% 30,352 $2.5M
Voya Investment Management LLC 0.00% Reduce -3.6% 30,258 $2.5M
Sound Income Strategies, LLC 0.11% Add +37.8% 30,207 $2.5M
Corsicana & Co. 1.21% Reduce -3.0% 30,193 $2.5M
Boyd Wealth Management, LLC 0.94% No change 29,817 $2.5M
EFG International AG 0.05% Add +2.6% 29,763 $2.5M
ABLE Financial Group, LLC 0.41% Reduce -0.1% 29,529 $2.4M
Alta Wealth Advisors LLC 0.66% Add +8.7% 29,519 $2.4M
Rollins Financial Advisors, LLC 0.32% Add +31.3% 29,170 $2.4M
BCU Wealth Advisors, LLC 0.80% Reduce -33.5% 29,156 $2.4M
Advisory Solutions Group, LLC 0.82% — 28,944 $2.4M
Maridea Wealth Management LLC 0.26% Add +21.5% 28,933 $2.4M
Chicago Partners Investment Group LLC 0.05% Add +0.5% 30,548 $2.4M
Insigneo Advisory Services, LLC 0.09% Add +37.2% 28,896 $2.4M
Clayton Financial Group LLC 1.32% Add +1.9% 28,827 $2.4M
Accurate Wealth Management, LLC 0.23% Add +17.5% 29,325 $2.4M
Hudson Oak Wealth Advisory LLC 1.84% Reduce -8.0% 28,786 $2.4M
Oppenheimer & Co. Inc. 0.03% Reduce -1.1% 28,657 $2.4M
Scissortail Wealth Management, LLC 0.45% Reduce -41.1% 28,485 $2.4M
Fortis Advisors, LLC 1.10% Reduce -9.7% 28,417 $2.4M
REDW Wealth LLC 0.84% Reduce -3.6% 28,378 $2.4M
Precision Wealth Strategies, LLC 0.71% Reduce -5.1% 28,377 $2.4M
Procyon Advisors, LLC 0.10% Reduce -2.3% 28,308 $2.3M
1900 Wealth Management LLC 0.13% Reduce -0.4% 28,046 $2.3M
Clarendon Private LLC 1.49% Add +47.6% 28,027 $2.3M
Carrera Capital Advisors 0.34% Add +5.8% 27,971 $2.3M
Jordan Park Trust Co LLC 1.62% Reduce -8.4% 27,958 $2.3M
Summit Place Financial Advisors, LLC 1.01% Add +18.0% 27,927 $2.3M
Tanager Wealth Management LLP 0.20% Reduce -0.7% 27,820 $2.3M
Verdence Capital Advisors LLC 0.12% Add +5.6% 27,803 $2.3M
Diversified Trust Co. 0.04% Reduce -7.4% 27,788 $2.3M
Auxano Advisors, LLC 0.43% No change 27,703 $2.3M
Aventus Investment Advisors, Inc. 1.68% New 27,615 $2.3M
Ade, LLC 0.96% Add +1.8% 27,557 $2.3M
Unify Financial Advisors 2.11% Reduce -3.0% 27,529 $2.3M
Joel Adams & Associates, Inc. 1.46% Reduce -4.1% 27,460 $2.3M
Richmond Investment Services, LLC 0.72% Reduce -71.5% 27,427 $2.3M
Kintra Wealth, LLC 0.12% Reduce -7.3% 27,830 $2.3M
Optiver Holding B.V. 0.03% Add +216.3% 27,297 $2.3M
Principal Financial Group Inc. 0.00% Reduce -0.4% 27,155 $2.2M
Providence Capital Advisors, LLC 0.34% Add +4.1% 27,122 $2.2M
Capital Investment Management, Inc. 0.69% Reduce -25.8% 27,122 $2.2M
Lloyd Advisory Services, LLC. 0.87% Reduce -83.1% 27,045 $2.2M
MKD Wealth Coaches, LLC 1.91% Reduce -1.1% 26,946 $2.2M
JT Stratford LLC 0.24% Reduce -13.0% 26,912 $2.2M
Crusonia Wealth Advisors LLC 0.36% Add +189.6% 26,828 $2.2M
StoneX Group Inc. 0.09% Add +79.7% 26,729 $2.2M
Sax Wealth Advisors, LLC 0.09% Add +406.8% 31,527 $2.2M
Cambient Family Office, LLC 0.27% Add +0.5% 26,538 $2.2M
Variant Private Wealth, LLC 2.47% Reduce -12.1% 26,490 $2.2M
Centaurus Financial, Inc. 0.09% Reduce -29.4% 26,392 $2.2M
Williams Jones Wealth Management, LLC. 0.02% Add +184.9% 26,337 $2.2M
Cyndeo Wealth Partners, LLC 0.10% Add +0.7% 26,276 $2.2M
Clear Retirement Advice LLC 1.49% Reduce -0.5% 26,217 $2.2M
Heritage Trust Co 0.19% Reduce -1.5% 26,205 $2.2M
Aprio Wealth Management, LLC 0.11% Add +4.0% 26,108 $2.2M
FSM Wealth Advisors, LLC 0.23% Add +50.1% 26,070 $2.2M
Keystone Global Partners, LLC 0.82% Add +25.7% 26,032 $2.2M
Seldon Capital LP 0.67% No change 26,019 $2.2M
JSF Financial, LLC 0.35% Reduce -20.9% 25,907 $2.1M
Cape Ann Savings Bank 1.01% Add +3.1% 25,875 $2.1M
Focus Financial Network, Inc. 0.07% Reduce -63.8% 25,865 $2.1M
SC&H Financial Advisors, Inc. 0.28% Reduce -10.5% 25,738 $2.1M
Asset Allocation Strategies LLC 0.33% Reduce -59.6% 25,674 $2.1M
Vanguard Advisers Inc. 0.01% Add +2.9% 25,629 $2.1M
JMG Financial Group, Ltd. 0.05% Add +0.1% 25,599 $2.1M
Larson Financial Group LLC 0.06% Reduce -8.3% 25,573 $2.1M
Darden Wealth Group Inc 0.84% Reduce -0.1% 25,523 $2.1M
VestGen Advisors, LLC 0.06% Reduce -11.6% 25,435 $2.1M
Fire Capital Management LLC 0.85% Add +39.5% 25,343 $2.1M
Strategic Financial Planning, Inc. 1.10% Add +396.1% 25,335 $2.1M
Duncker Streett & Co. Inc. 0.35% Add +27052.7% 25,252 $2.1M
Jacobi Capital Management LLC 0.10% Add +2.3% 25,183 $2.1M
Frank, Rimerman Advisors LLC 0.12% Add +117.7% 25,140 $2.1M
ONE Advisory Partners, LLC 0.57% Reduce -9.1% 25,099 $2.1M
Puff Wealth Management, LLC 2.11% — 24,958 $2.1M
Sanchez Gaunt Capital Management, LLC 1.15% Add +0.5% 24,936 $2.1M
Sherman Wealth Management LLC 1.55% Add +3.8% 24,925 $2.1M
Pinnacle Bancorp, Inc. 0.54% Add +17.8% 24,843 $2.1M
B&D White Capital Company, LLC 0.20% Add +1.6% 24,835 $2.1M
CWA Asset Management Group, LLC 0.06% Add +12.3% 24,777 $2.1M
Kathmere Capital Management, LLC 0.11% Add +109.4% 24,691 $2.0M
Trueblood Wealth Management, LLC 0.71% Add +7.0% 24,668 $2.0M
Serenity Investment Advisors 0.87% Reduce -1.8% 25,049 $2.0M
Linscomb Wealth, Inc. 0.09% Add +89.5% 24,494 $2.0M
Quartz Partners, LLC 0.66% Reduce -17.7% 24,489 $2.0M
W Advisors, LLC 0.92% Reduce -22.7% 24,483 $2.0M
Morris Financial Concepts, Inc. 0.62% Reduce -1.5% 24,455 $2.0M
Geometric Wealth Advisors 0.22% Add +0.3% 24,400 $2.0M
American State Bank (Iowa) 0.82% Add +1.2% 24,392 $2.0M
Continental Advisors LLC 1.18% Reduce -40.4% 24,300 $2.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.38% Reduce -2.1% 24,212 $2.0M
Flagship Harbor Advisors, LLC 0.08% Add +27.3% 24,157 $2.0M
Root Financial Partners, LLC 0.08% Add +4.2% 24,098 $2.0M
Tolleson Wealth Management, Inc. 0.27% Reduce -6.8% 24,092 $2.0M
Raleigh Capital Management Inc. 0.64% Reduce -25.8% 24,052 $2.0M
Garrison Point Advisors, LLC 0.81% Add +6.7% 24,006 $2.0M
Lanark Financial, Inc. 0.13% Reduce -2.7% 24,001 $2.0M
LGL Partners, LLC 0.73% Add +5.6% 23,972 $2.0M
J.M. Arbour, LLC 1.71% Reduce -37.0% 23,915 $2.0M
K2 Financial Inc. 1.40% Reduce -1.2% 24,149 $2.0M
Salem Investment Counselors Inc. 0.05% Add +6.9% 23,858 $2.0M
Accelerate Investment Advisors LLC 1.13% Reduce -13.5% 23,765 $2.0M
Hamilton Wealth, LLC 0.36% Reduce -0.0% 23,743 $2.0M
Well Done, LLC 0.26% Add +12.9% 23,721 $2.0M
Garde Capital, Inc. 0.09% No change 23,682 $2.0M
Coastline Trust Co 0.17% Add +221.1% 23,668 $2.0M
MSH Capital Advisors LLC 0.34% Reduce -5.6% 23,559 $2.0M
Moody National Bank Trust Division 0.16% No change 23,517 $1.9M
Advocacy Wealth Management, LLC 0.07% Add +12.9% 23,495 $1.9M
Pacific Excel Wealth Advisors, Inc. 0.75% Add +522.9% 23,484 $1.9M
Heritage Family Offices, LLP 0.75% Reduce -11.8% 23,484 $1.9M
FF Advisors,LLC 0.73% Add +1.6% 23,426 $1.9M
IFC Advisors LLC 0.25% No change 23,384 $1.9M
Regimen Wealth, LLC 0.52% Add +0.9% 23,136 $1.9M
Argent Advisors, Inc. 0.48% Add +0.9% 23,246 $1.9M
Evercore Wealth Management, LLC 0.03% No change 23,238 $1.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Add +1.5% 23,233 $1.9M
BlueSky Wealth Advisors, LLC 0.22% No change 23,162 $1.9M
MainStreet Investment Advisors LLC 0.26% Add +98.2% 22,967 $1.9M
KPP Advisory Services LLC 0.24% Add +7.8% 22,866 $1.9M
Vision Retirement, LLC 0.45% Add +13.3% 22,689 $1.9M
Centerline Wealth Advisors, LLC 0.59% Reduce -15.4% 22,644 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +1690.8% 22,564 $1.9M
Klaas Financial Asset Advisors, LLC 0.23% Reduce -4.5% 22,609 $1.9M
Pine Valley Investments Ltd Liability Co 0.08% Add +6.3% 22,517 $1.9M
Sensible Money, LLC 0.49% Reduce -0.1% 22,419 $1.9M
RiverGlades Family Offices LLC 0.85% New 22,401 $1.9M
PUREfi Wealth, LLC 1.02% Reduce -1.6% 22,347 $1.9M
Two West Capital Advisors LLC 0.92% Reduce -15.8% 23,959 $1.8M
Payne Capital LLC 1.54% No change 22,320 $1.8M
Sovereign Financial Group, Inc. 0.28% Reduce -30.2% 22,259 $1.8M
TRUE Private Wealth Advisors 0.16% Reduce -40.0% 22,180 $1.8M
Bangor Savings Bank 0.13% Add +2.9% 21,994 $1.8M
Unique Wealth, LLC 0.21% Add +28.3% 21,958 $1.8M
Arcadia Wealth Management, LLC 0.57% Add +0.8% 21,893 $1.8M
Centennial Bank 0.58% Add +3545.0% 21,870 $1.8M
AXA S.A. 1.96% Reduce -86.0% 21,600 $1.8M
Finley Financial, LLC 0.72% Add +1.6% 21,706 $1.8M
Schroder Investment Management Group 0.00% No change 21,957 $1.8M
Madison Wealth Partners, Inc 0.23% Add +19.1% 21,637 $1.8M
Vann Equity Management LLC 1.09% Add +3.4% 21,604 $1.8M
Lauterbach Financial Advisors, LLC 0.77% Reduce -2.8% 21,584 $1.8M
Transamerica Financial Advisors, LLC 0.15% Reduce -15.2% 21,575 $1.8M
Massachusetts Financial Services Co. 0.00% No change 21,453 $1.8M
Quest 10 Wealth Builders, Inc. 1.38% Add +4.3% 21,405 $1.8M
Johnson Investment Counsel Inc. 0.01% Add +6.7% 21,357 $1.8M
Vantus Wealth LLC 0.95% — 21,351 $1.8M
GeoWealth Management, LLC 0.06% Reduce -21.5% 21,239 $1.8M
Silvercrest Asset Management Group LLC 0.01% Reduce -1.4% 21,224 $1.8M
Warwick Investment Management, Inc. 0.20% Add +1.8% 21,164 $1.8M
Occidental Asset Management, LLC 0.17% Reduce -19.8% 21,118 $1.7M
International Private Wealth Advisors LLC 0.90% Add +4.8% 21,107 $1.7M
Tocqueville Asset Management L.P. 0.02% Reduce -8.3% 20,919 $1.7M
Orcam Financial Group 0.85% New 20,912 $1.7M
Rubicon Advisors, GP 1.26% New 20,870 $1.7M
Bailard, Inc. 0.04% No change 20,868 $1.7M
Client 1ST Advisory Group, LLC 0.46% Reduce -1.0% 20,851 $1.7M
Squire Investment Management Company, LLC 0.42% Reduce -1.5% 20,841 $1.7M
CogentBlue Wealth Advisors, LLC 0.99% Reduce -2.6% 20,799 $1.7M
Buck Wealth Strategies, LLC 0.18% New 20,796 $1.7M
Doliver Advisors, LP 0.39% Reduce -8.4% 20,793 $1.7M
Evanson Financial, LLC 0.08% — 20,685 $1.7M
Aletheian Wealth Advisors LLC 0.73% Reduce -0.9% 20,664 $1.7M
Nolet Wealth Management, LLC 0.94% No change 20,535 $1.7M
NTV Asset Management LLC 0.17% Add +21.4% 20,470 $1.7M
Bigelow Investment Advisors, LLC 0.61% Reduce -1.7% 20,456 $1.7M
International Assets Investment Management, LLC 0.10% Add +4.7% 20,927 $1.7M
Bison Wealth, LLC 0.16% Add +29.4% 20,587 $1.7M
Montag A & Associates Inc. 0.07% Reduce -2.3% 20,377 $1.7M
Friday Financial 0.45% Add +0.2% 21,106 $1.7M
Hopwood Nicholas Hunter 0.46% Reduce -68.0% 20,195 $1.7M
Cary Street Partners Investment Advisory LLC 0.34% Reduce -5.7% 20,143 $1.7M
Mosaic Family Wealth Partners, LLC 0.11% Add +5.7% 20,136 $1.7M
Cibc World Market Inc. 0.00% Add +4.3% 20,126 $1.7M
Waldron Private Wealth LLC 0.06% Add +0.0% 20,027 $1.7M
Blankinship & Foster, LLC 0.33% Reduce -0.3% 19,839 $1.6M
Trust Co. of Vermont 0.06% — 19,741 $1.6M
Advisors Capital Management, LLC 0.02% Add +7.9% 19,627 $1.6M
Ethic Inc. 0.02% Add +529.1% 19,472 $1.6M
Atwater Malick LLC 0.35% New 19,406 $1.6M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Reduce -2.7% 19,281 $1.6M
Belpointe Asset Management LLC 0.05% Add +20.1% 19,220 $1.6M
Belleair Asset Management, LLC 1.34% Reduce -2.4% 19,208 $1.6M
Veracity Capital LLC 0.43% Reduce -7.6% 19,078 $1.6M
Family Investment Center, Inc. 0.26% Reduce -0.5% 18,966 $1.6M
HighPoint Advisor Group LLC 0.06% Add +14.5% 18,965 $1.6M
Upper Left Wealth Management, LLC 0.87% Add +15.3% 18,955 $1.6M
Watershed Private Wealth LLC 0.44% Add +1.7% 18,921 $1.6M
NWF Advisory Services Inc. 0.15% Add +280.5% 18,825 $1.6M
Riverwater Partners LLC 0.46% Reduce -23.0% 18,799 $1.6M
Arvest Bank Trust Division 0.08% Add +114.1% 18,777 $1.6M
Tranquility Partners, LLC 0.53% Reduce -4.8% 18,690 $1.5M
Tillman Hartley LLC 0.34% Reduce -1.3% 18,470 $1.5M
Cahill Financial Advisors Inc. 0.15% Reduce -3.2% 18,291 $1.5M
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -1.0% 18,244 $1.5M
Stelac Advisory Services LLC 0.28% Add +4.1% 18,219 $1.5M
Goldstein Advisors, LLC 0.14% Reduce -9.0% 18,153 $1.5M
Abacus Planning Group, Inc. 0.19% Reduce -1.9% 18,141 $1.5M
Meyer Handelman Co. 0.04% Add +9.7% 18,074 $1.5M
Cornerstone Wealth Management, LLC 0.06% Add +0.5% 18,048 $1.5M
IMA Advisory Services, Inc. 0.09% New 18,037 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.51% Reduce -1.2% 18,002 $1.5M
Fragasso Financial Advisors Inc 0.08% Add +0.4% 17,946 $1.5M
Viewpoint Capital Management LLC 0.75% Add +2.3% 17,849 $1.5M
Tiemann Investment Advisors, LLC 0.54% Reduce -0.3% 17,838 $1.5M
Soltis Investment Advisors LLC 0.08% Add +5.2% 17,773 $1.5M
LVZ, Inc. 0.15% New 17,770 $1.5M
Dara Capital Us, Inc. 1.01% No change 17,770 $1.5M
Old Mission Investment Co LLC 0.31% Add +2.9% 17,668 $1.5M
Palisade Asset Management, LLC 0.13% Add +12.1% 17,604 $1.5M
CGN Advisors LLC 0.11% Reduce -5.0% 17,580 $1.5M
CX Institutional 0.04% Add +4.9% 17,509 $1.4M
Barnes Wealth Management Group, Inc 0.67% Reduce -47.7% 17,487 $1.4M
Dearborn Partners LLC 0.08% Add +21.2% 17,345 $1.4M
Patton Albertson Miller Group, LLC 0.14% Reduce -9.4% 17,300 $1.4M
PFG Advisors 0.07% Add +1.0% 17,291 $1.4M
Roundview Capital LLC 0.08% Reduce -1.1% 17,236 $1.4M
Cohen Capital Management, Inc. 0.19% No change 17,220 $1.4M
Arrowroot Family Office, LLC 0.41% Add +29.3% 17,191 $1.4M
State of Wisconsin Investment Board 0.00% Reduce -76.6% 17,100 $1.4M
Horizon Wealth Management, LLC 0.18% Add +0.0% 17,093 $1.4M
Silverlake Wealth Management LLC 0.27% Reduce -27.8% 17,082 $1.4M
Essex Bank 0.31% Add +1.8% 17,063 $1.4M
American Trust 0.11% Add +4.5% 17,032 $1.4M
Jump Financial, LLC 0.01% New 16,975 $1.4M
Angeles Wealth Management, LLC 0.06% Add +31.4% 16,938 $1.4M
Strategic Wealth Partners, Ltd. 0.09% Add +1.8% 16,889 $1.4M
Ballast Rock Private Wealth LLC 0.64% Add +12.0% 16,721 $1.4M
Walkner Condon Financial Advisors LLC 0.16% Add +6.0% 16,715 $1.4M
Cooper Financial Group 0.11% Reduce -62.5% 16,705 $1.4M
Hillcrest Wealth Advisors - NY, LLC 0.49% No change 16,688 $1.4M
GWN Securities Inc. 0.23% Reduce -22.4% 16,685 $1.4M
Capital Advisors, Ltd. LLC 0.14% Add +0.1% 16,665 $1.4M
Montecito Bank & Trust 0.21% Reduce -2.5% 16,659 $1.4M
Aspen Investment Management Inc 0.37% Add +13.6% 16,606 $1.4M
Aspire Growth Partners LLC 0.80% Add +4.2% 16,607 $1.4M
Pursuit Wealth Strategies, LLC 1.79% Reduce -2.3% 16,593 $1.4M
Tudor Financial Inc. 0.61% Add +2.1% 16,476 $1.4M
Ehrlich Financial Group 0.70% Add +9.3% 16,440 $1.4M
17 Capital Partners, LLC 0.62% Add +12.8% 16,401 $1.4M
Arwa LLC 0.56% Reduce -45.9% 17,300 $1.4M
Conservest Capital Advisors, Inc. 0.11% Add +2.9% 16,309 $1.4M
Ameritas Advisory Services, LLC 0.03% Reduce -86.7% 16,308 $1.4M
Visionary Wealth Advisors 0.05% Add +0.4% 16,297 $1.4M
William Howard & Co Financial Advisors Inc 1.05% Add +0.1% 16,267 $1.3M
Mosley Wealth Management 0.43% Reduce -80.6% 16,232 $1.3M
Keyes, Stange & Wooten Wealth Management, LLC 0.53% Reduce -1.5% 16,170 $1.3M
New Republic Capital, LLC 0.31% Reduce -9.7% 16,121 $1.3M
Greenline Partners, LLC 0.14% No change 16,030 $1.3M
Naples Global Advisors, LLC 0.08% Add +6.0% 16,009 $1.3M
Colton Groome Financial Advisors, LLC 0.32% Add +0.6% 15,955 $1.3M
Canandaigua National Bank & Trust Co. 0.11% — 15,917 $1.3M
VERITY Wealth Advisors 0.80% Add +0.4% 15,912 $1.3M
Noble Wealth Partners LLC 1.14% — 15,902 $1.3M
Defined Wealth Management, LLC 0.68% Reduce -81.8% 15,878 $1.3M
C2C Wealth Management, LLC 1.03% Reduce -1.9% 15,865 $1.3M
HORAN Wealth, LLC 0.16% Add +33.3% 15,828 $1.3M
Vista Investment Management 0.40% No change 15,800 $1.3M
Lee Financial Co 0.17% Add +0.5% 15,746 $1.3M
Legacy Wealth Partners, LLC 0.29% Reduce -14.2% 15,742 $1.3M
Investment Research & Advisory Group, Inc. 0.40% Add +17.3% 15,732 $1.3M
Values Added Financial LLC 0.47% Reduce -3.0% 15,666 $1.3M
Independent Advisor Alliance 0.03% Reduce -97.4% 15,658 $1.3M
Clearwater Capital Advisors, LLC 0.10% Reduce -2.1% 15,651 $1.3M
Amplius Wealth Advisors, LLC 0.09% Reduce -5.9% 15,641 $1.3M
Talisman Wealth Advisors LLC 0.96% Add +6.7% 15,525 $1.3M
Fiduciary Alliance LLC 0.09% Add +37.4% 15,469 $1.3M
Northwest Bancshares, Inc. 0.23% Reduce -5.3% 15,461 $1.3M
Everhart Financial Group, Inc. 0.08% Reduce -0.6% 15,447 $1.3M
BTG Pactual Asset Management US LLC 0.10% Add +16.3% 15,430 $1.3M
Baker Boyer National Bank 0.35% No change 15,403 $1.3M
Independence Bank of Kentucky 0.14% Add +2.5% 15,381 $1.3M
BigSur Wealth Management LLC 0.31% Add +24.2% 15,365 $1.3M
PCA Investment Advisory Services Inc. 0.35% Add +8.3% 15,309 $1.3M
TAGStone Capital, Inc. 0.40% Reduce -1.2% 15,283 $1.3M
Trilogy Capital Inc. 0.05% Add +1.8% 15,273 $1.3M
Cidel Asset Management Inc. 0.06% Reduce -0.7% 15,235 $1.3M
Valley Forge Investment Consultants Inc. Adv 0.32% Add +0.5% 15,154 $1.3M
Confluence Wealth Services, Inc. 0.04% Add +29.5% 15,143 $1.3M
Tranquilli Financial Advisor LLC 0.67% Add +16.1% 15,101 $1.3M
Atlas Legacy Advisors, LLC 0.18% Reduce -4.9% 15,085 $1.2M
Laffer Tengler Investments, Inc. 0.19% No change 15,068 $1.2M
Meridian Financial Advisors, LLC 0.60% Add +17.2% 14,959 $1.2M
Daybright Advisory Services, Inc. 0.30% New 15,958 $1.2M
Vantage Point Financial LLC 0.38% Reduce -39.1% 14,816 $1.2M
Asempa Wealth Advisors 0.93% Reduce -4.0% 14,793 $1.2M
Moneco Advisors, LLC 0.07% Add +5.1% 14,697 $1.2M
Highview Capital Management LLC 0.35% Add +74.7% 14,685 $1.2M
LexAurum Advisors, LLC 0.14% Reduce -0.4% 14,660 $1.2M
LJI Wealth Management, LLC 0.17% Reduce -13.9% 14,634 $1.2M
Vaquero Private Wealth, Ltd. 0.25% — 14,619 $1.2M
Strategic Financial Services, Inc. 0.05% No change 14,608 $1.2M
Kondo Wealth Advisors, Inc. 0.40% Reduce -0.8% 14,605 $1.2M
Solstein Capital, LLC 0.41% No change 14,580 $1.2M
Gerber Kawasaki Wealth & Investment Management 0.03% Add +6.4% 14,557 $1.2M
Five Oceans Advisors 0.39% Reduce -0.1% 14,520 $1.2M
Howe & Rusling Inc. 0.07% Reduce -8.2% 14,502 $1.2M
Arsenal Capital Advisors LLC 0.70% No change 14,378 $1.2M
Cordgrass Capital Advisors, LLC 0.44% Reduce -75.6% 14,369 $1.2M
Maripau Wealth Management LLC 0.42% Reduce -10.6% 14,346 $1.2M
Koshinski Asset Management, Inc. 0.06% Add +0.5% 14,321 $1.2M
Fiduciary Wealth Partners, LLC 0.65% Reduce -2.5% 14,272 $1.2M
TD Waterhouse Canada Inc. 0.00% Add +26.4% 14,612 $1.2M
Van Diest Capital, LLC 1.06% Add +38.7% 14,215 $1.2M
Northland Securities, Inc. 0.69% Add +38.9% 14,199 $1.2M
Invested Advisors 1.03% Reduce -0.4% 14,058 $1.2M
Professional Financial Advisors, LLC 0.20% Reduce -19.5% 14,055 $1.2M
Investment Research Partners LLC 0.39% No change 14,055 $1.2M
Agf Management Ltd. 0.00% No change 13,970 $1.2M
Hills Bank & Trust Co 0.05% Add +27.8% 13,960 $1.2M
Barnes Dennig Private Wealth Management LLC 0.92% Add +6.0% 13,951 $1.2M
Waystone Advisors LLC 0.86% Add +14.6% 13,917 $1.2M
Cornerstone Partners Capital Management, LLC 3.35% Reduce -4.8% 13,905 $1.2M
Cassady Wealth & Retirement Planning, LLC 0.53% Reduce -7.7% 13,856 $1.1M
Comprehensive Money Management Services LLC 0.72% Add +15.0% 13,855 $1.1M
Strategic Advisory Partners, LLC 0.81% No change 13,800 $1.1M
Aurdan Capital Management, LLC 0.29% Add +64.2% 13,759 $1.1M
ASL Financial, LLC 0.80% Add +4.8% 13,749 $1.1M
BOK Financial Private Wealth, Inc. 0.06% Add +227.3% 13,719 $1.1M
National Wealth Management Group, LLC 0.35% Add +0.2% 13,715 $1.1M
REAP Financial Group, LLC 0.19% Reduce -2.8% 13,714 $1.1M
Latitude Advisors, LLC 0.45% Reduce -14.3% 13,692 $1.1M
XY Planning Network, Inc. 0.14% Add +20.6% 13,665 $1.1M
JDM Financial Group LLC 0.39% Reduce -2.4% 13,648 $1.1M
Manchester Capital Management LLC 0.15% No change 13,647 $1.1M
Baker Tilly Wealth Management, LLC 0.24% Reduce -2.8% 13,643 $1.1M
Key Financial Inc 0.18% Reduce -0.1% 13,586 $1.1M
TruNorth Capital Management, LLC 0.18% Reduce -0.2% 13,535 $1.1M
Owl Creek Wealth Partners LLC 0.33% Add +1.7% 13,526 $1.1M
Navigation Group, LLC 0.22% Add +6.0% 13,521 $1.1M
Ameraudi Asset Management, Inc. 0.51% Reduce -7.4% 13,506 $1.1M
Davidson Trust Co. 0.43% Add +7.5% 13,408 $1.1M
Mackenzie Financial Corp. 0.00% Add +21.1% 13,370 $1.1M
JNBA Financial Advisors 0.08% No change 13,361 $1.1M
Gilpin Wealth Management, LLC 0.76% Add +4.2% 13,248 $1.1M
Certuity, LLC 0.05% Add +0.1% 13,212 $1.1M
Moss Adams Wealth Advisors LLC 0.07% Add +4.0% 13,170 $1.1M
Avantra Family Wealth, Inc. 0.70% Reduce -27.3% 13,164 $1.1M
Bienville Capital Management, LLC 0.16% New 13,117 $1.1M
Shrier Wealth Management, LLC 0.37% Add +5.6% 13,114 $1.1M
Xcelsior Advisor Partners LLC 0.14% Add +39.4% 13,012 $1.1M
Vanguard National Trust Co 0.06% Add +2.1% 12,992 $1.1M
PGIM Custom Harvest LLC 0.01% Add +39.2% 12,985 $1.1M
Shade Tree Advisors LLC 0.62% No change 12,943 $1.1M
Cherry Tree Wealth Management, LLC 0.20% Reduce -1.6% 12,940 $1.1M
Fourth Dimension Wealth, LLC 0.34% Reduce -6.9% 12,919 $1.1M
Flagstar Securities, Inc. 0.32% Reduce -24.7% 12,913 $1.1M
Strategic Advocates LLC 4.13% Reduce -1.0% 12,873 $1.1M
Aspire Private Capital, LLC 0.22% Reduce -29.8% 12,854 $1.1M
Human Investing LLC 0.14% Reduce -6.6% 12,845 $1.1M
Pines Wealth Management, LLC 0.31% Add +3.9% 12,819 $1.1M
Clare Market Investments LLC 0.19% Reduce -2.3% 12,701 $1.1M
Roble, Belko & Company, Inc 0.11% Reduce -0.5% 12,636 $1.0M
Westwood Holdings Group Inc. 0.01% Reduce -9.5% 12,600 $1.0M
Paces Ferry Wealth Advisors, LLC 0.39% Reduce -1.0% 12,556 $1.0M
Semus Wealth Partners LLC 0.50% Reduce -28.7% 12,552 $1.0M
Peirce Capital Management, LLC 0.38% Reduce -3.6% 12,530 $1.0M
Kaydan Wealth Management, Inc. 0.31% Add +1.6% 12,470 $1.0M
Wolff Wiese Magana LLC 0.47% Add +8.4% 12,468 $1.0M
Novem Group 0.10% Add +34.6% 12,400 $1.0M
Proficio Capital Partners LLC 0.04% Add +31.3% 12,371 $1.0M
McAdam, LLC 0.04% Reduce -15.0% 12,364 $1.0M
Hexagon Capital Partners LLC 0.14% Reduce -3.1% 12,361 $1.0M
Avail Investment Partners, LLC 0.79% No change 12,311 $1.0M
FLP Wealth Management, LLC 1.81% Reduce -5.5% 12,259 $1.0M
Simplex Trading, LLC 0.03% Add +152.9% 12,241 $1.0M
Pacific Point Advisors, LLC 0.46% New 12,238 $1.0M
Townsend Asset Management Corp. /NC/ 0.32% No change 12,180 $1.0M
Wealthgarden F.S. LLC 0.57% Reduce -3.0% 12,177 $1.0M
Summit Wealth Partners, LLC 0.14% Add +0.7% 12,162 $1.0M
Zacks Investment Management 0.01% Reduce -11.2% 12,143 $1.0M
Chevy Chase Trust Holdings, LLC 0.00% New 12,136 $1.0M
Sonata Capital Group Inc. 0.32% Add +226.9% 12,108 $1.0M
One Day In July LLC 0.07% Reduce -6.2% 12,063 $999K
Asset One Wealth Management LLC 0.11% Reduce -3.7% 12,539 $999K
Avos Capital Management, LLC 0.41% Reduce -15.1% 12,024 $996K
Trust Co of the South 0.14% Add +33.1% 11,997 $994K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% Add +0.9% 11,993 $993K
Kelly Financial Group LLC 0.22% Reduce -2.0% 11,992 $993K
Daviman Financial, LLC 0.55% Reduce -9.7% 11,982 $993K
STAR Financial Bank 0.40% Add +10.1% 11,972 $992K
MW Advisory, LLC 0.40% — 11,944 $989K
HBK Sorce Advisory LLC 0.02% Reduce -11.6% 12,340 $987K
Total Clarity Wealth Management, Inc. 0.19% Add +0.2% 11,860 $982K
W1M Asset Management Ltd 0.01% Add +64.7% 11,853 $982K
Amundi 0.00% Reduce -4.5% 11,820 $979K
Parkwoods Wealth Partners, LLC 0.16% New 11,810 $978K
Tufton Capital Management 0.16% Reduce -1.3% 11,793 $976K
Cary Street Partners Financial LLC 0.02% Add +5.7% 11,743 $973K
Mainstream Capital Management LLC 0.59% Reduce -0.1% 11,743 $973K
Roger Wittlin Investment Advisory, LLC 0.76% New 11,738 $972K
Cogent Private Wealth, Inc. 0.61% No change 11,717 $971K
Howard Financial Services, LTD. 0.10% Add +0.0% 11,706 $970K
BG Investment Services, LLC 0.70% Reduce -4.8% 11,658 $966K
Strategic Equity Management 0.32% Reduce -2.2% 11,633 $964K
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 11,596 $961K
Basecamp Wealth Advisors LLC 0.18% No change 11,595 $961K
Klingenstein Fields & Co. LP 0.03% New 11,575 $959K
Topor & Co. Korea 0.75% No change 11,553 $957K
Net Worth Advisory Group 0.24% Reduce -10.2% 11,456 $949K
Owen LaRue, LLC 0.33% No change 11,424 $946K
Tenzing Financial LLC 0.65% Add +0.3% 11,525 $945K
Keystone Financial Group, Inc. 0.49% Reduce -2.8% 11,359 $941K
First Bank & Trust 0.14% Add +0.7% 11,359 $941K
Stewardship Advisors, LLC 0.20% Reduce -3.4% 11,343 $940K
Westmount Partners, LLC 0.21% Add +48.3% 11,308 $937K
Alpha Advisors, LLC 0.70% Add +0.0% 11,178 $926K
Rare Wolf Capital LLC 0.59% No change 11,157 $924K
Cambridge Financial Group, LLC 0.29% Reduce -3.5% 11,141 $923K
CVA Family Office, LLC 0.08% Add +6.6% 11,133 $922K
Gateway Investment Advisers LLC 0.01% Add +41.1% 11,132 $922K
Firestone Capital Management 0.17% Add +2.2% 11,123 $921K
Aegis Wealth Management, Inc. 0.59% Reduce -8.1% 11,038 $914K
Guardian Wealth Advisors, LLC / NC 0.05% Add +1.2% 11,024 $913K
Stephens Inc. 0.01% Add +2.7% 10,988 $910K
Richards, Merrill & Peterson, Inc. 0.29% Add +1.4% 10,984 $910K
Catalyst Private Wealth, LLC 0.44% No change 10,966 $908K
Allen Capital Group, LLC 0.07% Add +0.5% 10,929 $905K
Integras Partners LLC 0.50% Reduce -0.8% 10,908 $904K
Theory Financial LLC 0.28% Add +0.1% 10,908 $904K
Petix & Botte Co 0.18% Add +98.1% 10,896 $903K
Ethos Financial Group, LLC 0.06% Reduce -22.8% 12,170 $902K
Bogart Wealth, LLC 0.03% Add +0.4% 10,888 $902K
Hilltop Holdings Inc. 0.07% Reduce -8.4% 10,873 $901K
RCS Financial Planning, LLC 0.43% Reduce -14.1% 10,860 $900K
Haverford Financial Services, Inc. 0.26% No change 10,840 $898K
Abbington Investment Group 0.57% Add +0.6% 10,812 $896K
Greykasell Wealth Strategies, Inc. 0.32% No change 10,755 $891K
tru Independence LLC 0.39% Reduce -5.1% 10,752 $891K
Tulsa Wealth Advisors, INC 0.12% Add +1.4% 10,674 $884K
LCW Services, LLC 0.38% Reduce -2.7% 10,651 $882K
Lifeworks Advisors, LLC 0.09% Reduce -34.4% 10,599 $878K
Kings Path Partners LLC 0.23% Reduce -6.3% 10,459 $866K
OFS Enterprise LLC 0.22% Add +0.0% 10,439 $865K
DBK Financial Counsel, LLC 0.72% Reduce -7.3% 10,391 $861K
Goelzer Investment Management, Inc. 0.04% Reduce -10.8% 10,313 $854K
Plum Street Advisors, LLC 0.27% Add +15.8% 10,265 $850K
Chapin Davis, Inc. 0.15% Reduce -5.3% 10,253 $849K
Verum Partners LLC 0.13% Reduce -8.5% 10,228 $847K
Blue Zone Wealth Advisors, LLC 0.15% Add +0.3% 10,227 $847K
Kestra Investment Management, LLC 0.02% New 10,220 $847K
Hubbell Strickland Wealth Management, LLC 0.30% Add +2.8% 10,203 $845K
Hutchens & Kramer Investment Management Group, LLC 0.23% Reduce -39.2% 10,183 $844K
Maseco LLP 0.02% Reduce -2.7% 10,163 $842K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.6% 10,116 $838K
Unified Investment Management 0.78% Add +0.0% 10,102 $837K
Arista Wealth Management, LLC 0.09% No change 10,097 $836K
Millington Financial Advisors, LLC 0.32% Reduce -0.1% 10,699 $824K
North Dallas Bank & Trust Co. 0.49% Add +108.0% 9,940 $823K
Canvas Wealth Advisors, LLC 0.11% Reduce -3.2% 9,926 $822K
Williams & Novak, LLC 0.55% No change 9,912 $821K
Potentia Wealth 0.34% Add +17.5% 9,908 $821K
Fisher Asset Management 0.00% Reduce -32.8% 9,904 $820K
Philadelphia Trust Co. 0.05% No change 9,888 $819K
TRB Wealth Management, LLC 0.11% Reduce -3.0% 9,846 $816K
Integrated Wealth Management 0.86% Reduce -35.2% 9,813 $813K
Argentarii, LLC 0.25% No change 10,175 $813K
Cornerstone Advisors Asset Management, LLC 0.11% Reduce -5.9% 9,800 $812K
Essex Financial Services, Inc. 0.04% Add +2.8% 9,786 $811K
Elevation Wealth Management LLC 0.60% Reduce -10.9% 9,734 $806K
Wealth Architects, LLC 0.06% Reduce -0.1% 9,703 $804K
Glassman Wealth Services 0.10% Reduce -0.6% 9,687 $802K
Redwood Investment Management, LLC 0.08% Add +14.7% 9,670 $801K
Cassilly Financial Group LLC 0.58% Reduce -52.0% 9,646 $799K
World Equity Group, Inc. 0.18% Reduce -39.2% 9,599 $795K
Berger Financial Group, Inc 0.04% Add +3.5% 9,565 $792K
Networth Advisors, LLC 0.46% Reduce -4.8% 9,545 $791K
Johnson Financial Group, LLC 0.04% Add +110.5% 9,531 $790K
Van Hulzen Asset Management, LLC 0.06% New 9,526 $789K
Tompkins Financial Corp. 0.06% Reduce -9.4% 9,510 $788K
ICONIQ Capital, LLC 0.02% Reduce -10.3% 9,510 $788K
Vistica Wealth Advisors, LLC 0.68% Reduce -0.4% 9,506 $787K
Intrua Financial, LLC 0.07% Add +4.4% 9,452 $783K
IFG Advisors, LLC 0.11% Reduce -9.3% 9,423 $781K
LCNB Corp. 0.24% Add +47.9% 9,417 $780K
PCG Asset Management, LLC 0.56% Add +2.3% 9,415 $780K
3EDGE Asset Management, LP 0.03% Add +175.3% 9,409 $779K
Black Cypress Capital Management, LLC 0.52% Reduce -3.2% 9,408 $779K
Wayfinding Financial, LLC 0.29% Add +6.6% 9,406 $779K
Rossmore Private Capital 0.06% No change 9,398 $779K
Hassell Wealth Management, LLC 0.24% Add +0.8% 9,694 $778K
West Wealth Group, LLC 0.13% Add +1.9% 9,392 $778K
Emprise Bank 0.29% Reduce -0.1% 9,384 $777K
Lynx Investment Advisory 0.25% Reduce -0.5% 9,303 $771K
SHP Wealth Management 0.05% Add +30.0% 9,301 $770K
Independent Wealth Network Inc. 0.20% Add +14.9% 9,291 $770K
Community Trust & Investment Co. 0.04% Add +5.6% 9,250 $766K
Wesbanco Bank Inc. 0.02% Add +1.3% 9,232 $765K
Sunpointe, LLC 0.22% Add +86.2% 9,217 $764K
Storgate, LLC 0.16% New 9,211 $763K
Optivise Advisory Services LLC 0.39% Reduce -26.3% 9,195 $762K
Hoge Financial Services, LLC 0.36% Reduce -0.5% 9,187 $761K
BlackDiamond Wealth Management, LLC 0.31% Reduce -4.5% 9,552 $760K
Gold Investment Management Ltd. 0.21% Reduce -0.3% 9,136 $757K
Seeds Investor LLC 0.08% Reduce -30.6% 9,134 $757K
Equita Financial Network, Inc. 0.21% No change 9,132 $756K
Wellington-Altus USA Inc. 0.54% Reduce -4.1% 10,828 $755K
Peterson Wealth Services 0.16% Add +4881.4% 9,116 $755K
Talon Private Wealth, LLC 0.09% Add +10.2% 9,051 $750K
Madison Asset Management, LLC 0.01% No change 9,030 $748K
O'Keefe Stevens Advisory, Inc. 0.15% Reduce -0.6% 9,010 $746K
Index Fund Advisors, Inc. 0.03% Reduce -4.8% 8,998 $745K
Baker Avenue Asset Management, LP 0.01% Reduce -0.5% 8,963 $742K
Vista Capital Partners, Inc. 0.06% Reduce -1.9% 8,939 $741K
Summit Wealth Group, LLC 0.15% Reduce -3.3% 8,929 $740K
Fortis Capital Management LLC 0.08% Reduce -0.4% 8,923 $739K
Legacy Private Trust Co. 0.04% Add +1.4% 8,918 $739K
Moneda S.A. Administradora General de Fondos 0.60% No change 8,855 $734K
Mayport, LLC 0.11% No change 8,839 $732K
Belvedere Trading LLC 0.06% New 8,837 $732K
Collaborative Capital Advisors LLC 0.46% — 8,802 $729K
Hudson Edge Investment Partners Inc. 0.10% No change 8,750 $725K
BFI Infinity Ltd. 0.35% No change 8,745 $724K
Lantern Wealth Advisors, LLC 0.33% Reduce -11.7% 8,742 $724K
Brown Wealth Management, LLC 0.16% Add +24.6% 8,725 $723K
Impact Partnership Wealth, LLC 0.07% Reduce -2.5% 8,647 $716K
Parsons Capital Management Inc. 0.03% Add +47.4% 8,588 $711K
Trust Point Inc. 0.06% Add +22.0% 8,484 $703K
Argonautica Private Wealth Management, Inc. 0.17% Add +3.0% 8,451 $700K
Tassel Capital Management, Inc. 0.33% Reduce -2.4% 8,451 $700K
Compass Capital Corp. /Ma/ 0.23% Add +8.6% 8,605 $699K
Citizens National Bank Trust Department 0.10% No change 8,428 $698K
FSA Advisors, Inc. 0.32% Reduce -0.1% 8,444 $696K
GW&K Investment Management, LLC 0.01% Add +86.5% 8,402 $696K
Clark Asset Management, LLC 0.05% Reduce -31.5% 8,398 $696K
Bank of Marin 0.48% Reduce -33.7% 8,364 $693K
Traynor Capital Management, Inc. 0.03% Add +21.4% 8,356 $692K
Helium Advisors LLC 0.58% Add +7.6% 8,312 $689K
South Shore Capital Advisors 0.46% Reduce -6.3% 8,296 $687K
Arkansas Financial Group, Inc. 0.09% Add +3.0% 8,280 $686K
IF Advisors, LLC 0.45% No change 8,279 $686K
Tounjian Advisory Partners, LLC 0.29% New 8,252 $684K
Peterson Wealth Advisors, LLC 0.08% Reduce -0.2% 8,243 $683K
C M Bidwell & Associates Ltd. 0.28% Add +76.9% 8,234 $682K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.3% 8,224 $681K
Clear Harbor Asset Management, LLC 0.04% Reduce -4.7% 8,166 $676K
Breakwater Capital Group 0.08% Reduce -1.2% 8,164 $676K
Foster & Motley Inc. 0.03% Add +64.1% 8,159 $676K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.19% Add +102.5% 8,100 $671K
Inspirion Wealth Advisors, LLC 0.08% Add +0.1% 8,299 $669K
Stonekeep Investments, LLC 0.39% Reduce -0.2% 8,074 $669K
Legacy Capital Group California, Inc. 0.20% Add +0.8% 8,070 $668K
Colter Lewis Investment Partners LLC 0.30% New 8,041 $666K
TPG Financial Advisors, LLC 0.20% Reduce -24.9% 8,039 $666K
Chicago Capital, LLC 0.02% Add +11.4% 8,035 $666K
Powerhouse Assets LLC 0.54% No change 8,029 $665K
USA Financial Formulas 0.12% — 8,021 $664K
Alteri Wealth LLC 0.18% Reduce -1.0% 8,021 $664K
Melfa Wealth Management, Inc. 0.36% Add +1.3% 8,020 $664K
Phillips Financial Management, LLC 0.05% No change 7,982 $661K
Ellis Investment Partners, LLC 0.10% Add +1.3% 7,927 $657K
TOWER TRUST & INVESTMENT Co 0.40% Add +35.9% 7,918 $656K
Huntington National Bank 0.00% Add +174.7% 7,899 $654K
CWS Financial Advisors, LLC 0.14% Add +0.7% 7,887 $653K
Atlatl Advisers LLC 0.16% Reduce -33.7% 7,883 $653K
Biltmore Family Office, LLC 0.09% Reduce -1.1% 7,879 $653K
Signature Equity Partners, LLC 0.30% Reduce -3.2% 7,865 $652K
City Holding Co. 0.07% Add +2.4% 7,830 $649K
1607 Capital Partners, LLC 0.06% Reduce -23.1% 7,830 $649K
Yoffe Investment Management, LLC 0.74% No change 7,800 $646K
Focused Alpha, LLC 0.16% Reduce -0.9% 7,752 $642K
Gladwyn Financial Advisors, Inc. 0.40% No change 7,721 $640K
Financial Perspectives, Inc 0.15% Add +0.3% 7,674 $636K
Aries Wealth Management 0.12% No change 7,673 $636K
Cape Investment Advisory, Inc. 0.17% Reduce -25.5% 7,633 $632K
Sage Mountain Advisors LLC 0.04% Reduce -0.1% 7,602 $630K
1ST Source Bank 0.03% Reduce -2.5% 7,536 $624K
Onyx Bridge Wealth Group LLC 0.06% Reduce -7.9% 7,535 $624K
MorganRosel Wealth Management, LLC 0.21% Add +0.9% 7,532 $624K
Realta Investment Advisors 0.19% Reduce -10.1% 7,502 $621K
Balboa Wealth Partners 0.08% Add +66.3% 7,499 $621K
Axos Invest Inc. 0.45% Reduce -13.2% 7,484 $620K
Fiscal Wisdom Wealth Management, LLC 0.53% Reduce -9.8% 7,483 $620K
Lifelong Wealth Advisors, Inc. 0.15% Reduce -90.5% 7,479 $620K
Washington Trust Advisors, Inc. 0.05% No change 7,452 $617K
Wellington Grp LLC 0.16% Reduce -1.9% 7,449 $617K
McNamara Financial Services, Inc. 0.11% Reduce -7.1% 7,428 $615K
Twelve Points Wealth Management LLC 0.12% Reduce -29.8% 7,420 $615K
Empirical Asset Management, LLC 0.14% Reduce -16.7% 7,413 $614K
Revolve Wealth Partners, LLC 0.06% No change 7,372 $611K
LS Investment Advisors, LLC 0.08% Add +0.0% 7,365 $610K
Northside Capital Management, LLC 0.05% No change 7,364 $610K
Manhattan West Asset Management, LLC 0.10% Add +58.2% 7,280 $603K
Beese Fulmer Investment Management, Inc. 0.03% Add +7.3% 7,265 $602K
MBA Advisors LLC 0.20% Reduce -1.4% 7,249 $601K
SIMA Wealth Partners, LLC 0.42% Add +0.6% 7,238 $600K
J.E. Simmons & Co., P.C. 0.34% Add +1.9% 7,235 $599K
Simmons Bank 0.03% New 7,230 $599K
Tempo Wealth, LLC 0.09% Reduce -5.0% 7,213 $598K
Calton & Associates, Inc. 0.09% Reduce -34.4% 7,209 $597K
Decker Retirement Planning Inc. 0.20% Add +21.2% 7,204 $597K
Three Bridge Wealth Advisors, LLC 0.15% Reduce -1.8% 7,200 $596K
Fort Washington Investment Advisors Inc. 0.00% Add +5.1% 7,196 $596K
LWM Advisors Inc. 0.51% Add +32.9% 7,184 $595K
PKS Advisory Services, LLC 0.09% Add +45.5% 7,165 $594K
Accredited Investor Services, LLC 0.33% Reduce -3.9% 7,148 $592K
Centennial Advisors, LLC 0.71% Reduce -4.5% 7,145 $592K
Spinnaker Investment Group, LLC 0.09% New 7,144 $592K
Blue Capital, Inc. 0.37% Reduce -45.5% 7,108 $589K
Live Oak Private Wealth LLC 0.07% Reduce -6.2% 7,100 $588K
Certified Advisory Corp 0.05% Add +4.6% 7,096 $588K
Schwallier Wealth Management LLC 0.37% Add +7.6% 7,085 $587K
Ally Invest Advisors Inc. 0.04% Reduce -8.5% 7,064 $585K
Courage Miller Partners, LLC 0.15% Reduce -0.5% 7,061 $585K
Smith Thornton Advisors LLC 0.26% No change 7,434 $583K
Spartan Wealth Advisory Services LLC 0.05% Reduce -0.4% 7,043 $583K
Walsh & Associates, LLC 0.48% Add +3.1% 7,037 $583K
3Chopt Investment Partners, LLC 0.11% Reduce -5.4% 7,024 $582K
Madson Wealth Advisors Inc 0.40% Reduce -38.8% 7,016 $581K
Alpha Financial Partners LLC 0.30% Add +99.8% 7,008 $581K
Voisard Asset Management Group, Inc. 0.11% No change 6,976 $578K
Tidal Investments LLC 0.00% Reduce -3.0% 6,962 $577K
Focused Wealth Management, Inc 0.05% Reduce -1.3% 6,930 $574K
Patron Partners, LLC 0.22% Reduce -7.4% 6,923 $574K
Copper Harbor Investment Advisors, LLC 0.12% — 6,907 $572K
Cornell Pochily Investment Advisors, Inc. 0.15% Reduce -4.7% 6,904 $572K
Morton Capital Management LLC 0.08% Reduce -5.5% 6,886 $570K
Thompson David Blair 0.28% Add +53.0% 6,870 $569K
Milestone Asset Management Group, LLC 0.29% Add +0.3% 6,869 $569K
NorthCrest Asset Manangement, LLC 0.01% Add +1.4% 7,022 $569K
Clear Investment Research, LLC 0.88% Reduce -2.6% 6,841 $567K
Beacon Financial Advisory LLC 0.11% Add +1.6% 6,821 $565K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -37.1% 6,817 $565K
Livet Wealth, LLC 0.33% Reduce -1.0% 6,809 $564K
Petros Family Wealth, LLC 0.34% Reduce -12.7% 6,802 $563K
Brookwood Investment Group LLC 0.07% Reduce -24.3% 6,794 $563K
Compton Financial Group, LLC 0.11% Reduce -30.9% 6,781 $562K
Wilshire Advisors LLC 5.40% Reduce -11.3% 6,739 $558K
Beckerman Institutional, LLC 0.27% Add +18.1% 6,739 $558K
Fortis Capital Advisors, LLC 0.06% Reduce -15.8% 6,712 $556K
Dunhill Financial, LLC 0.11% Add +5.7% 6,705 $555K
Tempus Wealth Planning, LLC 0.11% Reduce -45.2% 6,684 $554K
MKT Advisors LLC 0.17% Reduce -62.0% 6,929 $553K
Jackson Thornton Wealth Management, LLC 0.04% Add +0.1% 6,652 $551K
Patten & Patten Inc. 0.03% No change 6,646 $551K
Hixon Zuercher, LLC 0.16% No change 6,620 $548K
Daner Wealth Management, LLC 0.30% Add +0.1% 6,739 $548K
Seven Post Investment Office LP 0.16% Reduce -9.8% 6,606 $547K
Main Street Financial Solutions, LLC 0.04% Reduce -1.9% 6,601 $547K
Retirement Planning Group, LLC 0.01% Reduce -1.4% 6,574 $545K
True Link Financial Advisors, LLC 0.03% Add +9.2% 6,526 $541K
Lockerman Financial Group, Inc. 0.82% Reduce -25.4% 6,516 $540K
Resurgent Financial Advisors LLC 0.15% Reduce -22.3% 6,510 $539K
Noesis Capital Mangement Corp. 0.06% Reduce -4.0% 6,497 $538K
Fortitude Advisory Group L.L.C. 0.20% Add +24.0% 6,471 $536K
American National Bank & Trust 0.05% No change 6,467 $536K
Awm Capital, LLC 0.04% Reduce -0.1% 6,443 $534K
Daymark Wealth Partners, LLC 0.01% Add +1.0% 6,442 $534K
Financial Partners Group, Inc 0.05% Add +0.1% 6,423 $532K
City State Bank 0.12% Add +1.2% 6,402 $530K
Sageworth Trust Co 0.02% No change 6,385 $529K
Beaumont Financial Advisors, LLC 0.03% Add +0.0% 6,361 $527K
Pinney & Scofield, Inc. 0.26% No change 6,344 $526K
Spirepoint Private Client, LLC 0.04% No change 6,340 $525K
GatePass Capital, LLC 0.20% Add +49.7% 6,335 $525K
Private Management Group Inc. 0.01% Add +0.2% 6,329 $524K
WPG Advisers, LLC 0.31% Reduce -2.9% 6,275 $520K
Penobscot Wealth Management 0.14% Add +16.1% 6,266 $519K
Synergy Financial Group, LTD 0.37% Add +0.1% 6,260 $519K
Wingate Wealth Advisors, Inc. 0.23% Add +10.1% 6,234 $516K
SeaCrest Wealth Management, LLC 0.06% Reduce -22.3% 6,189 $513K
Thoroughbred Financial Services, LLC 0.02% Add +4.2% 6,192 $512K
Kennebec Savings Bank 0.41% Reduce -1.0% 6,159 $510K
Synergy Asset Management, LLC 0.05% Reduce -3.8% 6,129 $508K
Northbridge Financial Group, LLC 0.19% Reduce -17.5% 6,116 $507K
VestGen Investment Management 0.27% Reduce -42.2% 6,105 $506K
Karpus Management, Inc. 0.01% Reduce -3.5% 6,105 $506K
Inscription Capital, LLC 0.04% Add +1.3% 6,104 $506K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -1.8% 6,099 $505K
CFO4Life Group, LLC 0.07% Add +1.4% 6,091 $505K
Lexington Hill Partners, LLC 0.24% Reduce -63.8% 6,088 $504K
Frisch Financial Group, Inc. 0.09% Add +58.9% 6,059 $502K
Higgins & Schmidt Wealth Strategies LLC 0.21% Reduce -0.7% 6,054 $502K
Advisortrust Partners, LLC 0.17% Add +8.2% 6,016 $498K
Jamison Private Wealth Management, Inc. 0.05% Add +11.8% 6,011 $498K
Oppenheimer Asset Management Inc. 0.01% Add +6.5% 6,008 $498K
Stillwater Private Wealth, LLC 0.32% New 6,129 $496K
New England Private Wealth Advisors LLC 0.05% Add +1.3% 6,432 $496K
Rockwood Wealth Management, LLC 0.03% New 5,972 $495K
Private Capital Management, LLC 0.04% Reduce -8.2% 5,967 $494K
Maryland Capital Advisors Inc. 0.16% — 5,952 $493K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 6,008 $492K
Mitchell Capital Management Co. 0.07% No change 5,934 $492K
Allium Financial Advisors, LLC 0.32% Add +27.2% 5,923 $491K
Cedarwood Wealth LLC 0.37% Add +24.1% 5,911 $490K
LongView Wealth Management 0.13% Reduce -35.2% 5,908 $489K
Tactive Advisors, LLC 0.12% Reduce -0.1% 5,886 $488K
German American Bancorp, Inc. 0.04% New 5,879 $487K
Hanson & Doremus Investment Management 0.05% Reduce -0.5% 5,882 $487K
SYM FINANCIAL Corp 0.04% Reduce -7.5% 5,875 $487K
Collier Financial 0.33% Add +6.3% 5,844 $484K
Fairvoy Private Wealth, LLC 0.10% Add +8.1% 5,836 $483K
Entrewealth, LLC 0.18% New 6,081 $482K
Glen Eagle Advisors, LLC 0.06% Add +3.7% 5,814 $482K
Fayez Sarofim & Co 0.00% No change 5,812 $481K
Wulff, Hansen & Co. 0.37% No change 5,804 $481K
Financial Life Advisors 0.14% Reduce -8.1% 5,799 $480K
Compass Ion Advisors, LLC 0.04% Reduce -9.2% 5,792 $480K
IMC-Chicago, LLC 0.00% Reduce -45.1% 5,778 $479K
apricus wealth, LLC 0.23% Add +9.5% 5,775 $478K
Great Diamond Partners, LLC 0.08% Add +11.1% 5,754 $477K
Investment Advisory Group, LLC 0.10% Reduce -11.6% 5,749 $476K
Institute for Wealth Management, LLC. 0.04% Reduce -6.0% 5,748 $476K
HM Payson & Co. 0.01% Add +10.8% 5,735 $475K
Integrity Investment Advisors, LLC 0.21% Add +3.0% 5,734 $475K
Steelhead Wealth Management LLC 0.19% Reduce -30.3% 5,733 $474K
Keenan, LLC 0.33% Reduce -25.2% 5,704 $473K
AlphaStar Capital Management, LLC 0.03% Reduce -0.3% 5,671 $470K
Washington Trust Bank 0.03% Reduce -0.5% 5,660 $469K
Lazard Freres Gestion S.A.S. 0.01% Add +1.3% 5,660 $468K
W.H. Cornerstone Investments Inc. 0.26% Add +49.6% 5,633 $467K
Outbound Financial Inc 0.30% Add +2.1% 5,627 $466K
Adventist Health System/ West 0.07% No change 5,601 $464K
Augustine Asset Management Inc. 0.09% Reduce -7.5% 5,592 $463K
SilverOak Wealth Management LLC 0.06% Reduce -0.2% 5,588 $463K
BBR Partners, LLC 0.02% Add +44.6% 5,586 $463K
Hudson Capital Management LLC 0.12% Reduce -0.2% 5,576 $462K
Legacy Wealth Asset Management, LLC 0.10% Reduce -2.5% 5,569 $461K
Aviso Financial Inc. 0.02% Reduce -3.3% 5,548 $460K
Stirlingshire Investments, Inc. 0.34% Reduce -24.0% 5,543 $459K
HBE Wealth Management, LLC 0.33% Reduce -0.1% 5,534 $458K
Sand Hill Global Advisors, LLC 0.01% Reduce -1.4% 5,519 $457K
Midwest Financial Partners Investments, Inc. 0.19% Add +1.2% 5,515 $457K
Fulcrum Capital LLC 0.09% No change 5,480 $454K
Corrado Advisors, LLC 0.21% Reduce -6.5% 5,471 $453K
Highland Investment Advisors LLC 0.20% — 5,469 $453K
AAF Wealth Management, LLC 0.17% Add +0.4% 5,465 $453K
Strathmore Capital Advisors, Inc. 0.12% Reduce -18.5% 5,696 $452K
Clarity Wealth Advisors, LLC 0.08% Add +1.1% 5,448 $451K
Legacy Wealth Managment, LLC 0.19% Add +311.4% 5,430 $450K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -1.1% 5,420 $449K
Carter Financial Group, INC. 0.23% Reduce -4.0% 5,418 $449K
Aureus Asset Management, LLC 0.03% Reduce -14.1% 5,405 $448K
Fortune Financial Group, Inc. 0.35% New 5,398 $447K
SouthState Bank Corp 0.02% Reduce -1.4% 5,351 $443K
Capital Wealth Management, LLC 0.11% No change 5,318 $441K
Legacy PCG, LLC 2.18% Reduce -4.0% 5,534 $440K
Aviso Wealth Management 0.15% Add +4.6% 5,302 $439K
WJ Financial Advisors LLC 0.32% Add +0.2% 5,294 $439K
Everest Private Wealth 0.16% No change 5,286 $438K
KDK Private Wealth Management, LLC 0.36% Reduce -5.6% 5,280 $437K
Bell Bank 0.02% Add +5.3% 5,266 $436K
Presidio Capital Management, LLC 0.11% Reduce -34.0% 5,255 $435K
Silver Grove Financial Group, Inc. 0.24% Add +1768.7% 5,251 $435K
Atlas Brown,Inc. 0.12% Reduce -6.1% 5,175 $429K
Stratos Investment Management, LLC 0.02% Reduce -33.0% 5,144 $426K
Meredith Wealth Planning 0.10% Reduce -8.2% 5,132 $425K
Noble Wealth Management PBC 0.19% No change 5,132 $425K
Penobscot Investment Management Company, Inc. 0.03% New 5,107 $423K
Phillips Wealth Planners LLC 0.31% Reduce -3.6% 5,297 $423K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 5,100 $422K
Odyssey Capital Advisors, Inc. 0.30% Add +73.6% 5,073 $420K
Brady Family Wealth, LLC 0.12% Add +1.0% 5,073 $420K
Gaddis Premier Wealth Advisors LLC 0.26% New 5,059 $419K
Warren Street Wealth Advisors, LLC 0.09% No change 5,036 $417K
Dopkins Wealth Management, LLC 0.15% Reduce -3.4% 5,034 $417K
Newman Dignan & Sheerar, Inc. 0.08% Reduce -19.0% 5,018 $416K
Huntleigh Advisors, Inc. 0.06% Add +5.7% 5,014 $415K
Gemmer Asset Management LLC 0.03% Add +7.0% 5,009 $415K
Bluedoor Private Wealth, LLC 0.17% Add +28.4% 5,007 $415K
Tidemark, LLC 0.09% Reduce -0.9% 4,978 $412K
Slagle Financial, LLC 0.12% Reduce -5.3% 4,966 $411K
BNP Paribas Financial Markets 0.00% Add +6791.7% 4,962 $411K
Cynosure Group, LLC 0.06% Reduce -38.5% 4,960 $411K
St Germain D J Co. Inc. 0.01% Add +2.0% 4,948 $410K
Robinhood Asset Management, LLC 0.02% Reduce -31.9% 4,943 $409K
Fiduciary Financial Group, LLC 0.05% Add +46.3% 4,928 $408K
First County Bank 0.19% No change 4,918 $407K
Stage Harbor Financial, LLC 0.24% Reduce -9.9% 4,915 $407K
Financial Strategies Group, Inc. 0.06% Reduce -38.9% 5,124 $406K
Kavar Capital Partners Group, LLC 0.05% Add +11.0% 4,904 $406K
Windward Private Wealth Management Inc. 0.13% No change 4,904 $406K
Winter & Associates, Inc. 0.31% Reduce -49.7% 4,901 $406K
New England Asset Management Inc. 0.05% No change 4,900 $406K
Tennessee Valley Asset Management Partners 0.04% Reduce -7.3% 4,885 $405K
Kagan Cocozza Asset Management 0.25% Add +9.7% 4,864 $403K
180 Wealth Advisors, LLC 0.04% Reduce -11.4% 4,825 $400K
Castle Wealth Management LLC 0.12% Add +51.7% 4,824 $400K
Badgley Phelps Wealth Managers, LLC 0.01% No change 4,819 $399K
Collaborative Wealth Managment Inc. 0.17% Reduce -2.0% 4,817 $399K
Burling Wealth Partners, LLC 0.06% Add +12.1% 4,814 $399K
West Michigan Advisors, LLC 0.08% Reduce -4.5% 4,779 $396K
Downshift Financial, LLC 0.18% No change 4,779 $396K
EdgeRock Capital LLC 0.09% Reduce -15.8% 4,729 $392K
RHS Financial, LLC 0.16% Reduce -25.2% 4,706 $390K
Detalus Advisors, LLC 0.08% Reduce -5.5% 4,689 $388K
Forte Asset Management LLC 0.16% Add +0.4% 4,688 $388K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +1.6% 4,686 $388K
JPL Wealth Management, LLC 0.08% No change 4,674 $387K
White Lighthouse Investment Management Inc. 0.05% No change 4,663 $386K
GDS Wealth Management 0.02% Reduce -2.7% 4,655 $386K
Indivisible Partners 0.02% New 4,651 $385K
Little House Capital LLC 0.09% Add +4.6% 4,642 $385K
Rowlandmiller & Partners.adv 0.07% No change 4,639 $384K
Clearbridge Investments, LLC 0.00% Reduce -77.1% 4,635 $384K
Harrington Investments, INC 0.19% No change 4,632 $384K
Raffa Wealth Management, LLC 0.05% Add +0.8% 4,610 $382K
Fielder Capital Group LLC 0.08% No change 4,605 $381K
Formidable Asset Management, LLC 0.06% No change 5,465 $381K
Bayban 0.29% No change 4,593 $380K
Uptown Financial Advisors LLC 0.28% Reduce -0.8% 4,592 $380K
Bouvel Investment Partners, LLC 0.09% Add +1.0% 4,572 $379K
M.E. Allison & Co., Inc. 0.22% Add +0.0% 4,571 $379K
Uptick Partners, LLC 0.06% Add +28.3% 4,570 $379K
Pallas Capital Advisors LLC 0.01% Add +0.0% 4,568 $378K
Piscataqua Savings Bank 0.25% Reduce -25.7% 4,549 $377K
Marble Harbor Investment Counsel, LLC 0.04% Add +53.5% 4,545 $377K
Gilbert & Cook, Inc. 0.04% New 4,539 $376K
Arcus Capital Partners, LLC 0.16% Reduce -65.8% 4,536 $376K
CrossGen Wealth, LLC 0.29% Add +223.7% 4,515 $374K
Clearwave Capital, LLC 0.20% Reduce -20.0% 4,420 $366K
Country Trust Bank 0.01% Add +4.3% 4,405 $365K
Burford Brothers, Inc. 0.13% Add +5.3% 4,401 $365K
Impact Capital Partners LLC 0.10% Reduce -0.3% 4,399 $364K
First Western Trust Bank 0.02% No change 4,387 $363K
Old Port Advisors 0.07% Add +12.9% 4,386 $363K
Creative Financial Designs Inc. 0.02% Reduce -47.2% 4,370 $362K
Curtis Wealth Management LLC 0.31% Reduce -18.7% 4,356 $361K
Bragg Financial Advisors, Inc 0.01% Add +11.1% 4,351 $360K
Quantify Chaos Advisors, LLC 1.01% Add +1.0% 4,341 $360K
Abel Hall, LLC 0.06% Reduce -4.9% 4,331 $359K
Austin Asset Management Co Inc 0.05% Add +22.1% 4,331 $359K
1015 Capital Partners, LLC 0.30% Add +4.4% 4,327 $358K
Baldwin Investment Management, LLC 0.03% New 4,324 $358K
Marshall Financial Group, LLC 0.05% New 4,301 $356K
Wrenne Financial Planning LLC 0.12% Reduce -0.4% 4,289 $355K
Axis Wealth Partners, LLC 0.17% Add +5.0% 4,280 $355K
Jeter Robert S II 0.34% No change 4,359 $354K
Balanced Rock Investment Advisors LLC 0.22% Add +6.1% 4,277 $354K
Dynamic Financial Group 0.27% Reduce -2.1% 4,272 $354K
Donaldson Capital Management, LLC 0.01% Add +0.2% 4,269 $354K
Prism Planning Partners LLC 0.37% Reduce -5.1% 4,252 $352K
Carnegie Investment Counsel 0.01% No change 4,238 $351K
Fermata Advisors, LLC 0.07% Add +19.0% 4,234 $351K
RAM Investment Partners, LLC 0.06% Add +5.8% 4,234 $351K
My Personal CFO, LLC 0.14% Reduce -25.3% 4,233 $351K
Farmers National Bank 0.07% No change 4,232 $351K
HHM Wealth Advisors, LLC 0.04% Add +287.9% 4,232 $351K
Keener Financial Planning LLC 0.13% Add +5.1% 4,231 $350K
Arlington Financial Advisors, LLC 0.04% Reduce -0.0% 4,218 $349K
Clear Wave Wealth Management LLC 0.08% Add +0.2% 4,216 $349K
Petra Financial Advisors Inc. 0.16% New 4,199 $348K
Monograph Wealth Advisors, LLC 0.03% Add +20.5% 4,192 $347K
Port Capital LLC 0.01% New 4,182 $346K
Factor Wealth Management LTD 0.05% Reduce -32.5% 4,165 $345K
Guyasuta Investment Advisors Inc. 0.02% Reduce -3.5% 4,140 $343K
Strategic Wealth Advisors LLC 0.29% Reduce -72.0% 5,059 $340K
J. M. Brown & Associates Inc. 0.19% — 4,103 $340K
Beacon Financial Group 0.03% Reduce -3.0% 4,103 $340K
Matrix Private Capital Group LLC 0.15% Add +1.8% 4,093 $339K
Investment Counsel Co. of Nevada 0.63% Reduce -4.3% 4,081 $338K
Sound View Wealth Advisors Group, LLC 0.02% Add +1.8% 4,066 $337K
Prairiewood Capital, LLC 0.09% Add +6.8% 4,051 $336K
Tritonpoint Wealth, LLC 0.03% Reduce -1.1% 4,036 $334K
Kiley Juergens Wealth Management, LLC 0.05% Reduce -8.1% 4,026 $334K
Stonebridge Financial Group, LLC 0.05% — 4,031 $333K
Ullmann Wealth Partners Group, LLC 0.03% New 4,017 $333K
Global Financial Private Client, LLC 0.09% Reduce -30.0% 4,017 $333K
Riversedge Advisors, LLC 0.04% Reduce -17.1% 4,013 $332K
Kera Capital Partners, Inc. 0.03% Reduce -5.3% 4,005 $332K
Drucker Wealth 3.0, LLC 0.05% Add +36.7% 4,003 $332K
Warther Private Wealth, LLC 0.07% New 4,000 $331K
Villere St Denis J & Co. LLC 0.04% No change 3,999 $331K
Matrix Asset Advisors Inc. 0.03% Reduce -4.2% 3,988 $330K
Postrock Partners LLC 0.13% No change 3,988 $330K
Integris Wealth Management, LLC 0.07% New 3,982 $330K
Denver PWM, LLC 0.11% Reduce -1.3% 4,060 $330K
Ti-Trust, Inc. 0.18% No change 3,974 $329K
Novak & Powell Financial Services, Inc. 0.16% Add +10.8% 3,974 $329K
Edgestream Partners, L.P. 0.01% New 3,965 $328K
Great Point Wealth Advisors, LLC 0.05% Reduce -3.0% 3,964 $328K
Financial Freedom, LLC 0.15% Reduce -4.6% 3,962 $328K
Adelphi Trust Co 0.22% New 3,956 $328K
Partners in Financial Planning 0.05% Add +0.6% 3,948 $327K
First National Bank & Trust Co. of Newtown 0.07% New 4,210 $327K
IVC Wealth Advisors LLC 0.13% Add +2.6% 3,942 $327K
Delta Wealth Advisors LLC 0.23% Reduce -19.9% 3,932 $326K
Genesis Wealth Advisors, LLC 0.19% Reduce -2.0% 3,928 $325K
Avion Wealth 0.06% Add +133.2% 3,924 $325K
CRA Financial Services, LLC 0.04% Add +0.2% 3,922 $325K
Mattern Capital Management, LLC 0.04% Reduce -59.6% 3,915 $324K
Prosperity Planning, Inc. 0.10% Reduce -25.5% 3,904 $323K
Wealth Care LLC 0.26% Add +0.8% 3,883 $322K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -4.4% 3,876 $321K
Am Investment Strategies LLC 0.06% No change 3,856 $319K
Harmony Asset Management LLC 0.09% New 3,838 $318K
Anchyra Partners LLC 0.08% Reduce -7.9% 3,835 $318K
Avestar Capital, LLC 0.02% Add +31.2% 3,827 $317K
Harbor Advisory Corp. 0.08% No change 3,810 $316K
Citizens Business Bank 0.05% No change 3,801 $315K
Magnolia Capital Management Ltd. 0.22% No change 3,775 $313K
Hobbs Wealth Management, LLC 0.26% Reduce -7.5% 3,778 $313K
Register Financial Advisors LLC 0.10% Add +21.1% 3,775 $313K
First National Advisers, LLC 0.04% No change 3,760 $311K
Provenance Wealth Advisors, LLC 0.03% Add +643.9% 3,749 $311K
Sargent Investment Group, LLC 0.04% New 3,745 $310K
Pacifica Partners Inc. 0.09% Reduce -0.8% 3,883 $310K
Allegheny Financial Group 0.03% Add +0.6% 3,738 $310K
ProCore Advisors, LLC 0.38% New 3,732 $309K
Flagship Private Wealth, LLC 0.11% Reduce -5.0% 3,732 $309K
Highland Financial Advisors, LLC 0.07% Add +6.3% 3,730 $309K
Meridian Wealth Advisors, LLC 0.04% New 3,730 $309K
Platform Technology Partners 0.05% Add +4.1% 3,725 $309K
Destiny Wealth Partners, LLC 0.04% Reduce -15.6% 3,975 $308K
Oakwell Private Wealth Management, LLC 0.05% No change 3,717 $308K
Chesapeake Asset Management LLC 0.24% Add +121.9% 4,920 $307K
Quad-Cities Investment Group, LLC 0.11% Reduce -6.8% 3,704 $307K
Cordoba Advisory Partners LLC 0.06% Add +5.6% 3,696 $306K
River Street Advisors LLC 0.09% No change 3,690 $306K
Diversified Management Inc. 0.07% Reduce -83.5% 3,689 $306K
Koss-Olinger Consulting, LLC 0.02% Reduce -26.6% 3,682 $305K
One Charles Private Wealth Services, LLC 0.07% Reduce -93.4% 3,674 $304K
Ceera Investments, LLC 0.13% No change 3,660 $303K
Foguth Wealth Management, LLC. 0.03% Add +53.8% 3,912 $302K
Instrumental Wealth, LLC 0.15% Add +5.6% 3,641 $302K
Miramontes Capital, LLC 0.09% Reduce -18.1% 3,637 $301K
Burke & Herbert Bank & Trust Co. 0.07% Add +7.4% 3,634 $301K
Invictus Private Wealth, LLC 0.02% New 3,625 $300K
Acorn Wealth Advisors, LLC 0.07% Reduce -8.8% 3,602 $298K
Gimbal Financial 0.19% — 3,590 $297K
Tradition Wealth Management, LLC 0.02% Reduce -23.7% 3,588 $297K
Certior Financial Group, LLC 0.16% No change 3,581 $297K
Novus Advisors, LLC 0.62% Reduce -26.3% 3,576 $296K
Hardin Capital Partners, LLC 0.14% No change 3,562 $295K
NorthAvenue LLC 0.21% Reduce -14.2% 3,564 $295K
Kooman & Associates 0.08% Reduce -16.9% 3,556 $295K
Kirtland Hills Capital Management, LLC 0.08% Add +21.1% 3,554 $294K
Motco 0.03% Reduce -18.6% 3,550 $294K
Activest Wealth Management 0.06% Add +1441.0% 3,529 $292K
Riverview Trust Co 0.35% No change 3,526 $292K
Pacific Financial Group Inc. 0.14% Reduce -21.7% 3,526 $292K
Spectrum Strategic Capital Management, LLC 0.14% Reduce -0.5% 3,514 $291K
Swan Global Investments, LLC 0.01% Add +3.3% 3,511 $291K
Byrne Financial Freedom, LLC 0.11% Reduce -5.4% 3,503 $290K
Duncan Williams Asset Management, LLC 0.07% Reduce -11.5% 3,501 $290K
Gleason Group, Inc. 0.03% New 3,500 $290K
Osborne Partners Capital Management, LLC 0.02% Add +0.8% 3,487 $289K
Trust Co. of Toledo NA 0.02% Add +33.0% 3,484 $289K
Obsidian Cio, LLC 0.21% Reduce -33.1% 3,481 $288K
Burney Co./ 0.01% New 3,479 $288K
Rothschild Investment LLC 0.01% Reduce -6.3% 3,477 $288K
Golden Road Advisors LLC 0.14% Reduce -0.9% 3,469 $287K
Cutler Investment Counsel LLC 0.03% No change 3,456 $286K
Capital Advisors Inc. 0.00% Reduce -1.5% 3,438 $285K
DB&C Advisors, LLC 0.31% Add +1.5% 3,432 $284K
Bokf, NA 0.00% No change 3,414 $283K
Davis R M Inc. 0.00% New 3,389 $281K
Cadent Capital Advisors, LLC 0.06% Add +0.1% 3,388 $281K
Bearing Point Capital, LLC 0.04% New 3,384 $280K
Hazlett, Burt & Watson, Inc. 0.07% Add +14.9% 3,400 $280K
Objective Capital Management, LLC 0.25% New 3,378 $280K
Town Capital LLC 0.18% Reduce -32.7% 3,349 $277K
Core Wealth Advisors, Inc. 0.06% No change 3,331 $276K
Ameriflex Group, Inc. 0.11% Add +162.9% 3,326 $276K
Peak Retirement Planning, Inc. 0.04% New 3,309 $274K
Presilium Private Wealth, LLC 0.04% Reduce -27.1% 3,304 $274K
Saranac Partners Ltd 0.09% New 3,300 $273K
Proactive Wealth Strategies LLC 0.04% Add +1.7% 3,298 $273K
Lazari Capital Management, Inc. 0.08% No change 3,297 $273K
Cora Capital Advisors LLC 0.08% No change 3,291 $273K
Timbuktu Capital Management, LLC 0.41% — 3,287 $272K
MontVue Capital Management, Inc. 0.16% Reduce -3.6% 3,286 $272K
Plan Group Financial, LLC 0.06% Reduce -32.9% 3,285 $272K
ShoreHaven Wealth Partners, LLC 0.09% Reduce -18.1% 3,276 $271K
Brian Low Financial Group, LLC 0.16% Reduce -3.4% 3,269 $271K
GEM Asset Management, LLC 0.11% No change 3,262 $270K
Ascent Advisors, LLC 0.31% New 3,348 $270K
Truepoint, Inc. 0.01% Reduce -66.4% 3,256 $270K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% New 3,252 $269K
Merited Wealth, LLC 0.19% Reduce -3.2% 3,223 $267K
Prelude Capital Management, LLC 0.02% New 3,220 $267K
Sunesis Advisors, LLC 0.11% No change 3,219 $267K
ETF Store, Inc. 0.22% Reduce -16.6% 3,200 $265K
Fortress Private Ledger, LLC 0.07% Add +0.3% 3,196 $265K
Wells Financial Advisors INC 2.45% Reduce -22.7% 3,192 $264K
CPA Asset Management Group, LLC 0.08% No change 3,191 $264K
Paladin Advisory Group, LLC 0.17% Reduce -6.0% 3,174 $263K
Valpey Financial Services, LLC 0.16% Add +2.6% 3,158 $262K
Acorn Financial Advisory Services Inc. 0.03% Reduce -7.3% 3,155 $261K
Capital Planning LLC 0.08% No change 3,145 $261K
Forum Financial Management, LP 0.00% Reduce -8.2% 3,142 $260K
Equitable Trust Co. 0.01% New 3,142 $260K
Arnold Financial Planning LLC 0.19% New 3,135 $260K
Drake & Associates, LLC 0.04% New 3,123 $259K
Thompson Siegel & Walmsley LLC 0.00% No change 3,118 $258K
MBM Wealth Consultants, LLC 0.05% Add +526.4% 3,113 $258K
Trust Co 0.02% Add +9.4% 3,110 $258K
Plan A Wealth LLC 0.11% Reduce -36.7% 3,108 $257K
Obermeyer Wealth Partners 0.01% Reduce -45.4% 3,097 $257K
Abacus Wealth Partners, LLC 0.03% Reduce -42.4% 3,093 $256K
Syntegra Private Wealth Group, LLC 0.02% New 3,093 $256K
Welch Capital Partners LLC 0.05% No change 3,096 $256K
waypoint wealth counsel 0.16% New 3,065 $254K
Lavaca Capital LLC 0.03% Add +361.6% 3,051 $253K
Advisory Alpha, LLC 0.01% New 3,047 $252K
Vermillion & White Wealth Management Group, LLC 0.13% New 3,042 $252K
Grandfield & Dodd, LLC 0.01% No change 3,032 $251K
Olde Wealth Management, LLC 0.07% Reduce -0.2% 3,030 $251K
Sheets Smith Wealth Management 0.03% Reduce -1.5% 3,021 $250K
Strid Group, LLC 0.03% New 3,018 $250K
WNY Asset Management, LLC 0.02% New 3,000 $248K
Central Valley Advisors, LLC 0.06% Add +0.7% 2,992 $248K
Cordatus Wealth Management LLC 0.05% No change 2,990 $248K
Delta Investment Management, LLC 0.04% New 2,981 $247K
Guerra Pan Advisors, LLC 0.14% No change 2,979 $247K
Aspire Capital Advisors LLC 0.05% Reduce -6.1% 2,977 $247K
Clark Financial Services Group Inc. 0.12% No change 2,977 $247K
Yoder Wealth Management, Inc. 0.10% No change 2,945 $244K
Strategies Wealth Advisors, LLC 0.02% New 2,942 $244K
Liberty Atlantic Advisors LLC 0.18% New 2,940 $244K
San Luis Wealth Advisors LLC 0.04% No change 2,931 $243K
Mandatum Life Insurance Co Ltd 0.04% No change 2,930 $243K
BankPlus Trust Department 0.06% Reduce -0.6% 2,929 $243K
Silver Oak Securities, Incorporated 0.01% Add +0.1% 2,927 $242K
ATLas Financial Planning LLC 0.20% No change 2,922 $242K
Bensler, LLC 0.02% New 2,919 $242K
Retirement Income Solutions, Inc. 0.04% No change 3,466 $242K
Intellectus Partners, LLC 0.04% No change 2,918 $242K
Fsa Wealth Partners, Inc. 0.06% Reduce -27.1% 2,917 $242K
RDA Financial Network 0.05% Reduce -16.2% 2,912 $241K
Keating Financial Advisory Services, Inc. 0.03% Reduce -66.0% 2,884 $239K
55 North Private Wealth, LLC 0.05% New 2,884 $239K
Trellis Wealth Advisors LLC 0.08% No change 2,875 $238K
GK Wealth Management LLC 0.14% New 2,868 $238K
Tailwinds Wealth, LLC 0.14% Reduce -20.1% 2,854 $236K
Opal Wealth Advisors, LLC 0.05% Reduce -21.6% 2,854 $236K
Nixon Peabody Trust Co. 0.02% New 2,848 $236K
Advisory Advocates, LLC 0.20% New 2,838 $235K
Warner Group LLC 0.06% New 2,838 $235K
Capital Advantage, Inc. 0.03% New 2,832 $235K
Epiq Partners, LLC 0.10% New 2,829 $234K
Hunter Associates Investment Management LLC 0.03% Reduce -18.6% 2,815 $234K
Stolper Co 0.06% New 2,798 $232K
Cassaday & Co Wealth Management LLC 0.00% Add +0.9% 2,782 $230K
Douglass Winthrop Advisors, LLC 0.00% New 2,777 $230K
Denver Wealth Management, Inc. 0.07% New 2,758 $228K
Cooper/Haims Advisors, LLC 0.10% New 2,749 $228K
NerdWallet Wealth Partners, LLC 0.08% New 2,747 $228K
Operose Advisors LLC 0.04% Add +3.3% 2,744 $227K
XTX Topco Ltd 0.00% New 2,737 $227K
CVFG LLC 0.02% Reduce -12.9% 2,736 $227K
Claris Advisors, LLC / Mo / 0.06% New 2,731 $226K
Barrett & Company, Inc. 0.06% No change 2,727 $226K
Summit Financial Strategies, Inc. 0.02% New 2,722 $225K
Beacon Financial Planning, Inc. 0.08% New 2,720 $225K
Successful Portfolios LLC 0.11% New 2,774 $225K
Boyum Wealth Architects LLC 0.09% No change 2,860 $224K
Commonwealth Financial Services, LLC 0.03% New 2,706 $224K
HT Partners LLC 0.06% New 2,703 $224K
BOS Asset Management, LLC 0.05% New 2,701 $224K
Northeast Investment Management 0.01% New 2,700 $224K
Bellars Harris Wealth Management, LLC 0.05% — 2,693 $223K
Archer Investment Management, LLC 0.08% Reduce -47.4% 2,688 $223K
S Harris Financial Group, LLC 0.17% New 2,684 $222K
Front Row Advisors LLC 0.06% No change 2,770 $221K
Goldstone Financial Group, LLC 0.02% New 2,669 $221K
Banque Cantonale Vaudoise 0.01% Add +26.5% 2,658 $221K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -89.7% 2,659 $220K
Milestone Asset Management, LLC 0.03% New 2,657 $220K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 2,654 $220K
Cardinal Point Capital Management ULC 0.01% Reduce -22.3% 2,653 $220K
Bitterroot Capital Advisors LLC 0.13% Add +0.8% 2,648 $219K
ETF Portfolio Partners, Inc. 0.05% New 2,648 $219K
LFG Wealth Partners, LLC 0.10% New 2,638 $219K
Paragon Capital Management Ltd 0.04% Reduce -23.5% 2,638 $219K
Proathlete Wealth Management LLC 0.05% Reduce -7.9% 2,636 $218K
Quadcap Wealth Management, LLC 0.02% New 2,635 $218K
RPG Investment Advisory, LLC 0.02% New 2,630 $218K
Thompson Davis & Co., Inc. 0.13% New 2,627 $218K
SBI Securities Co., Ltd. 0.00% Add +7.2% 2,627 $218K
Traphagen Investment Advisors LLC 0.02% New 2,625 $217K
SeaBridge Investment Advisors LLC 0.03% New 2,610 $216K
Altiora Financial Group, LLC 0.03% New 2,600 $215K
URS Advisory LLC 0.12% New 2,596 $215K
RVW Wealth, LLC 0.01% Reduce -12.0% 2,593 $215K
Heartwood Wealth Advisors LLC 0.02% New 2,587 $214K
Farmers & Merchants Investments Inc. 0.01% Add +5.7% 2,584 $214K
Embree Financial Group 0.02% New 2,580 $214K
Independent Wealth Advisors LLC 0.19% New 2,572 $213K
Francis Financial, Inc. 0.03% New 2,571 $213K
Marex Group Ltd 0.00% New 2,567 $213K
Redwood Financial Network Corp 0.12% New 2,566 $213K
Creekside Partners 0.08% New 2,566 $213K
Oath Planning, LLC 0.16% New 2,555 $212K
Private Client Services, LLC 0.06% New 2,532 $210K
TCTC Holdings, LLC 0.01% New 2,529 $210K
Capital Advisor Network LLC 0.26% Reduce -28.8% 2,528 $209K
Round Rock Advisors LLC 0.03% New 2,525 $209K
Optas, LLC 0.03% New 2,510 $208K
Peregrine Asset Advisers, Inc. 0.05% New 2,508 $208K
Marino, Stram & Associates LLC 0.03% New 2,502 $207K
Genesis Financial Group, LLC 0.13% New 2,498 $207K
GreatBanc Trust CO 0.13% New 2,498 $207K
BCS Private Wealth Management, Inc. 0.06% New 2,492 $206K
Segment Wealth Management, LLC 0.01% New 2,480 $205K
New World Advisors LLC 0.03% New 2,478 $205K
Holos Integrated Wealth LLC 0.10% Reduce -4.4% 2,566 $205K
Praetorian Wealth Management, Inc. 0.04% New 2,461 $204K
West Financial Advisors, LLC 0.03% No change 2,432 $201K
Legacy Advisors, LLC 0.02% New 2,430 $201K
Retiremitten Financial LLC 0.08% Add +36.6% 2,428 $201K
Shayne & Jacobs, LLC 0.06% New 2,426 $201K
Sara-Bay Financial 0.05% New 2,425 $201K
Greenup Street Wealth Management LLC 0.02% New 2,414 $200K
Purpose Unlimited Inc. 0.01% No change 2,266 $187K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -0.0% 2,237 $185K
Blue Bell Private Wealth Management, LLC 0.02% Add +5.7% 2,207 $183K
Basepoint Wealth LLC 0.10% Add +2.5% 2,137 $177K
Creative Capital Management Investments LLC 0.04% Add +140.4% 2,135 $177K
Cardiff Park Advisors, LLC 0.01% Add +4.8% 2,130 $176K
DHJJ Financial Advisors, Ltd. 0.05% Reduce -36.0% 2,129 $176K
Evolution Wealth Management Inc. 0.10% Reduce -7.8% 2,090 $173K
Brown, Lisle/Cummings, Inc. 0.04% Add +130.6% 2,027 $168K
Adkins Seale Capital Management LLC 0.15% New 2,016 $167K
Breakwater Investment Management 0.06% Add +1285.9% 1,968 $163K
Zions Bancorporation, National Association 0.01% Add +209.6% 1,895 $157K
Beaird Harris Wealth Management, LLC 0.01% Add +59.6% 1,871 $155K
Hantz Financial Services, Inc. 0.00% Add +76.1% 1,870 $155K
Caldwell Trust Co 0.01% No change 1,851 $153K
Southern Michigan Bank & Trust 0.05% No change 1,848 $153K
Archer Investment Corp 0.03% Add +284.8% 1,766 $146K
Red Reef Advisors LLC 0.13% Add +0.8% 1,754 $145K
Signature Resources Capital Management, LLC 0.06% Add +7.4% 1,749 $145K
Indiana Trust & Investment Management Co 0.04% Add +7.2% 1,707 $141K
Anchor Investment Management, LLC 0.01% Reduce -0.6% 1,703 $141K
Towne Trust Company, N.A 0.04% Add +123.2% 1,672 $139K
Integrity Financial Corp 0.07% No change 1,660 $138K
West Paces Advisors Inc. 0.02% New 1,660 $138K
Pflug Koory, LLC 0.05% Reduce -16.5% 1,640 $136K
Investors Research Corp 0.02% Add +5.9% 1,604 $133K
Plante Moran Financial Advisors, LLC 0.01% Add +245.6% 1,569 $130K
Grey Ledge Advisors, LLC 0.03% Add +0.6% 1,566 $130K
IAG Wealth Partners, LLC 0.01% Add +2.3% 1,566 $130K
Clearstead Trust, LLC 0.02% No change 1,544 $128K
Godfrey Financial Associates, Inc. 0.10% Add +9.9% 1,522 $126K
LifeSteps Financial, Inc. 0.06% New 1,514 $125K
Peterson Wealth Management 0.06% Add +0.8% 1,497 $124K
Triumph Capital Management 0.02% Add +10.3% 1,408 $117K
Wealth Enhancement Trust Services, Inc. 0.01% Add +89.0% 1,399 $116K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,397 $116K
United Community Bank 0.04% Add +43.9% 1,386 $115K
American Capital Advisory, LLC 0.04% No change 1,337 $111K
Hoey Investments, Inc. 0.01% No change 1,336 $111K
Luken Investment Analytics, LLC 0.04% No change 1,330 $110K
First Financial Corp. 0.04% No change 1,327 $110K
Covestor Ltd 0.06% Add +1.6% 1,312 $109K
Center for Financial Planning, Inc. 0.01% Reduce -1.9% 1,306 $108K
Tucker Asset Management LLC 0.03% Reduce -10.6% 1,278 $106K
Prestige Wealth Management Group LLC 0.02% Add +8.2% 1,262 $105K
Whipplewood Advisors, LLC 0.07% No change 1,238 $103K
Tripletail Wealth Management, LLC 0.12% Reduce -0.9% 1,260 $101K
Marshall & Sterling Wealth Advisors Inc. 0.06% No change 1,201 $99K
Concord Wealth Partners 0.01% New 1,195 $99K
KERR FINANCIAL PLANNING Corp 0.11% No change 1,195 $99K
Oakworth Capital, Inc. 0.00% Add +1.0% 1,162 $96K
Proffitt & Goodson Inc. 0.01% Add +304.9% 1,150 $95K
Clark Wealth Partners 0.05% No change 1,143 $95K
Fairman Group, LLC 0.07% Add +0.8% 1,137 $94K
Foster Dykema Cabot & Partners, LLC 0.01% New 1,105 $92K
Morse Asset Management, Inc 0.02% No change 1,100 $91K
Rice Partnership, LLC 0.01% Reduce -14.6% 1,064 $88K
Millstone Evans Group, LLC 0.05% No change 1,055 $87K
Community Financial Services Group, LLC 0.01% No change 1,072 $86K
MeadowBrook Investment Advisors LLC 0.07% No change 1,025 $85K
Glass Jacobson Investment Advisors llc 0.03% Reduce -52.6% 1,025 $85K
Provident Wealth Management, LLC 0.02% Add +90.0% 984 $82K
MRP Capital Investments, LLC 0.06% No change 983 $81K
Advocate Investing Services LLC 0.06% Add +245.0% 966 $80K
Allied Private Wealth LLC 0.05% — 992 $80K
Vima LLC 0.08% — 941 $78K
Sachetta, LLC 0.04% Add +125.8% 903 $75K
Barclays PLC 0.00% Add +125.0% 900 $75K
Copia Wealth Management 0.04% No change 879 $73K
Nova Wealth Management, Inc. 0.04% Reduce -30.0% 874 $72K
Toth Financial Advisory Corp. 0.01% No change 849 $70K
Union Savings Bank 0.03% No change 849 $70K
Virginia Estate & Retirement Planning Advisors Inc. 0.08% New 726 $70K
CDKV Holdings LLC 0.05% No change 844 $70K
Nemes Rush Group LLC 0.01% Add +32.4% 837 $69K
Family Capital Trust Co 0.02% No change 836 $69K
Coston, McIsaac & Partners 0.01% No change 834 $69K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% No change 806 $67K
Your Advocates Ltd., LLP 0.02% No change 795 $66K
Cedar Mountain Advisors, LLC 0.01% Add +146.6% 794 $66K
Harbor Asset Planning, Inc. 0.05% Add +0.4% 781 $65K
Hurley Capital, LLC 0.03% Add +0.8% 768 $64K
First Horizon Corp. 0.00% Add +21.8% 765 $63K
Mascoma Wealth Management LLC 0.01% Reduce -20.0% 751 $62K
Kentucky Trust Co 0.03% No change 748 $62K
Canton Hathaway, LLC 0.01% New 735 $61K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +15.2% 726 $60K
Centerpoint Advisors, LLC 0.02% Add +1.1% 719 $60K
Twin Lakes Capital Management, LLC 0.02% Add +0.7% 702 $58K
Elevated Capital Advisors, LLC 0.02% Reduce -17.4% 700 $58K
Blume Capital Management, Inc. 0.01% No change 700 $58K
First Bancorp, Inc 0.02% New 697 $58K
Fiduciary Advisors, Inc. 0.04% No change 692 $57K
Steigerwald, Gordon & Koch Inc. 0.01% No change 674 $56K
Compass Financial Management LLC 0.01% — 681 $56K
LFA - Lugano Financial Advisors SA 0.03% No change 660 $55K
HighMark Wealth Management LLC 0.02% Reduce -10.8% 654 $54K
Silicon Valley Capital Partners 0.00% Add +0.8% 643 $53K
Medallion Wealth Advisors, LLC 0.02% Add +47.7% 632 $52K
Arlington Trust Co LLC 0.00% No change 608 $50K
Nalls Sherbakoff Group, LLC 0.04% Add +0.8% 605 $50K
North Star Investment Management Corp. 0.00% No change 600 $50K
Bullock Wealth Management Group 0.02% Reduce -14.8% 603 $49K
StrongBox Wealth, LLC 0.01% New 572 $47K
Financial Gravity Companies, Inc. 0.01% — 570 $47K
First PREMIER Bank 0.01% No change 571 $47K
Gill Capital Partners, LLC 0.01% Reduce -73.4% 556 $46K
High Note Wealth, LLC 0.01% No change 551 $46K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 524 $43K
Birchwood Financial Partners, Inc. 0.04% Reduce -18.1% 522 $43K
Quarry LP 0.01% New 520 $43K
PlanVest Financial, Inc 0.03% Reduce -44.8% 517 $43K
Financial Consulate, Inc. 0.00% No change 511 $42K
Darwin Wealth Management, LLC 0.01% Add +29.3% 503 $42K
Newton One Investments LLC 0.01% No change 471 $39K
Marquette Asset Management, LLC 0.01% No change 465 $39K
ESL Trust Services, LLC 0.01% Reduce -9.4% 460 $38K
West Branch Capital LLC 0.01% Reduce -9.5% 448 $37K
Ramirez Asset Management, Inc. 0.00% Add +829.2% 446 $37K
Reyes Financial Architecture, Inc. 0.02% Reduce -7.1% 445 $37K
McDonald Partners LLC 0.01% New 442 $37K
Hoese & Co LLP 0.02% New 439 $36K
Redwood Park Advisors LLC 0.03% Add +0.7% 435 $36K
Park National Corp. 0.00% No change 432 $36K
Measured Wealth Private Client Group, LLC 0.01% Reduce -8.8% 424 $35K
Security National Bank of So Dak 0.02% New 420 $35K
Cornerstone Financial Management LLC 0.03% Add +12.6% 419 $35K
First Pacific Financial 0.00% Add +73.4% 418 $35K
Trifecta Capital Advisors, LLC 0.00% Add +19.8% 417 $35K
Sittner & Nelson, LLC 0.01% Add +29.3% 406 $34K
NFSG Corp 0.00% Add +489.7% 401 $33K
Chung Wu Investment Group, LLC 0.02% New 400 $33K
Advantage Trust Co 0.01% New 400 $33K
Avalon Trust Co 0.00% Reduce -47.9% 400 $33K
Atwood & Palmer Inc. 0.00% Add +0.5% 394 $33K
N.E.W. Advisory Services LLC 0.00% Reduce -35.0% 394 $33K
SRH Advisors, LLC 0.01% No change 384 $32K
MTM Investment Management, LLC 0.01% Add +31.3% 373 $31K
Strategic Investment Solutions, Inc. 0.01% No change 370 $31K
Align Financial, LLC 0.01% No change 352 $29K
TrinityBridge Ltd 0.00% New 345 $29K
Oakmont Advisory Group, LLC 0.02% New 345 $29K
Lodestone Wealth Management LLC 0.01% No change 341 $28K
Edmond DE Rothschild Holding S.A. 0.00% No change 328 $27K
Pittenger & Anderson Inc. 0.00% Add +48.1% 320 $27K
IFS Advisors, LLC 0.01% No change 300 $25K
Evolution Advisers, Inc. 0.01% No change 300 $24K
S&T Bank 0.01% No change 289 $24K
Hamrick Investment Counsel, llc 0.02% No change 285 $24K
Union Bancaire Privee, UBP SA 0.00% No change 318 $23K
McGuire Capital Advisors Inc. 0.01% No change 274 $23K
Ascentis Independent Advisors 0.06% Reduce -98.1% 273 $23K
Pension & Wealth Management Advisors, Inc. 0.01% No change 272 $23K
CNB Bank 0.01% Add +3.8% 271 $22K
Pacific Center for Financial Services 0.01% No change 269 $22K
Abound Financial, LLC 0.01% No change 260 $22K
Bank of New Hampshire 0.00% No change 260 $22K
Murphy & Mullick Capital Management Corp 0.01% Reduce -53.8% 258 $21K
Caldwell Sutter Capital, Inc. 0.01% Reduce -5.6% 255 $21K
Oxford Financial Group, LTD. LLC 0.00% No change 251 $21K
Ascentis Wealth Management, LLC 0.00% Reduce -0.8% 240 $20K
Frazier Financial Advisors, LLC 0.01% Reduce -70.1% 241 $20K
Old Second National Bank of Aurora 0.00% Reduce -9.8% 240 $20K
Robinswood Financial LLC 0.01% Add +0.4% 229 $19K
Hilton Head Capital Partners, LLC 0.01% Reduce -56.7% 226 $19K
Pin Oak Investment Advisors Inc. 0.01% No change 213 $18K
Tradewinds Capital Management, LLC 0.00% Reduce -72.6% 217 $18K
First Community Trust NA 0.01% No change 207 $17K
Kozak & Associates, Inc. 0.00% Add +0.9% 213 $17K
Atlantic Private Wealth, LLC 0.01% No change 205 $17K
Founders Capital Management 0.01% No change 200 $17K
Wilkerson Advisory Group LLC 0.01% Add +99.0% 199 $17K
Hickory Point Bank & Trust 0.01% No change 199 $16K
Kelleher Financial Advisors 0.00% Add +28.1% 196 $16K
Smallwood Wealth Investment Management, LLC 0.01% No change 195 $16K
PFS Partners, LLC 0.01% Add +0.5% 187 $15K
Graney & King, LLC 0.01% New 182 $15K
Morton Brown Family Wealth, LLC 0.00% No change 181 $15K
Kopp Family Office, LLC 0.01% New 179 $15K
Colonial Trust Advisors 0.00% No change 173 $14K
Chapman Financial Group, LLC 0.01% No change 172 $14K
YANKCOM Partnership 0.00% No change 163 $14K
Private Wealth Management Group, LLC 0.00% No change 160 $13K
Blueline Advisors LLC 0.01% Reduce -12.8% 157 $13K
Manning & Napier Advisors LLC 0.00% No change 158 $13K
Monetary Solutions, Ltd 0.01% New 153 $13K
Aventura Private Wealth, LLC 0.00% Reduce -85.7% 152 $13K
Olistico Wealth, LLC 0.01% No change 150 $12K
Godsey & Gibb, Inc. 0.00% Reduce -28.4% 149 $12K
SJS Investment Consulting Inc. 0.00% No change 137 $11K
Comprehensive Financial Planning, Inc. 0.01% No change 135 $11K
Ameritas Investment Partners, Inc. 0.00% Add +0.8% 132 $11K
Anchor Bay Capital, Inc. 0.01% — 129 $10K
Bfsg, LLC 0.00% New 109 $9K
Valued Wealth Advisors LLC 0.00% Add +500.0% 108 $9K
TD Capital Management LLC 0.00% Add +0.9% 107 $9K
Valley National Advisers Inc. 0.00% No change 101 $8K
Davis Capital Management 0.00% No change 94 $8K
Burk Holdings LLC 0.00% Reduce -27.6% 89 $7K
Costello Asset Management, INC 0.00% No change 88 $7K
Gables Capital Management Inc. 0.00% New 86 $7K
CGC Financial Services, LLC 0.00% No change 80 $7K
Delos Wealth Advisors, LLC 0.00% New 77 $6K
XP Advisory US, Inc. 0.00% — 75 $6K
LM Advisors LLC 0.03% Add +1448.4% 71,507 $6K
Ares Financial Consulting, LLC 0.00% Add +1.4% 71 $6K
1 North Wealth Services LLC 0.00% No change 70 $6K
Orion Capital Management LLC 0.00% No change 67 $6K
Dogwood Wealth Management LLC 0.00% New 64 $5K
Cheviot Value Management, LLC 0.00% No change 60 $5K
Lummis Asset Management, LP 0.00% No change 54 $4K
Quaker Wealth Management, LLC 0.00% No change 51 $4K
Cypress Capital Management LLC (WY) 0.00% No change 49 $4K
Hilltop National Bank 0.00% No change 48 $4K
ROSS\JOHNSON & Associates LLC 0.06% No change 46 $4K
Security National Bank of Sioux City Iowa 0.00% New 45 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 50 $3K
Fairscale Capital, LLC 0.00% No change 42 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -54.5% 40 $3K
Chelsea Counsel Co. 0.00% No change 40 $3K
Prudent Man Investment Management, Inc. 0.00% No change 49 $3K
DecisionPoint Financial, LLC 0.00% Add +59.1% 35 $3K
True Wealth Design, LLC 0.00% Reduce -94.5% 32 $3K
VSM Wealth Advisory, LLC 0.00% No change 31 $3K
Deane Retirement Strategies, Inc. 0.00% Reduce -10.0% 27 $2K
Alerus Financial NA 0.00% No change 24 $2K
Spectrum Wealth Advisory Group, LLC 0.00% New 21 $2K
Main Street Group, LTD 0.00% No change 21 $2K
Rakuten Securities, Inc. 0.00% New 20 $2K
Spurstone Advisory Services, LLC 0.02% Add +233.3% 20 $2K
Caitlin John, LLC 0.00% No change 19 $2K
Imprint Wealth LLC 0.00% No change 14 $1K
Financial Network Wealth Advisors LLC 0.00% New 14 $1K
Syntax Research, Inc. 0.00% Reduce -100.0% 13 $1K
Coppell Advisory Solutions LLC 0.00% New 60,934 $1K
MPWM Advisory Solutions, LLC 0.00% No change 12 $1K
Longview Financial Advisors LLC 0.00% No change 12 $995
Westfuller Advisors, LLC 0.00% No change 10 $828
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 10 $763
Roxbury Financial LLC 0.00% No change 8 $688
IMG Wealth Management, Inc. 0.00% New 4 $331
Hughes Financial Services, LLC 0.00% No change 3 $249
GHP Investment Advisors, Inc. 0.00% Reduce -99.7% 1 $109

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