iShares Core S&P Midcap ETFIJHETF

13F holders, Q1 2024 (March 31)
2,227holders
6famous investors
$60.84avg. 13F price*

At the end of Q1 2024, 2,227 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($5.9B), Bank of America Corp. ($3.9B) and Wells Fargo & Company ($3.0B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares Core S&P Midcap ETF
CUSIP
464287507
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions123$251.0M
Exits73$69.8M

Ownership 2,227 holders

Northwestern Mutual Wealth Management Co. 6.07% Add +4.0% 97,294,195 $5.9B
Bank of America Corp. 0.39% Add +7.8% 64,726,913 $3.9B
Wells Fargo & Company 0.79% Reduce -0.7% 49,042,802 $3.0B
Bank of New York Mellon Corp 0.56% No change 48,284,510 $2.9B
LPL Financial LLC 1.26% Reduce -3.5% 38,539,361 $2.3B
JPMorgan Chase & Co. 0.21% Add +1.4% 38,027,122 $2.3B
Morgan Stanley 0.17% Reduce -0.4% 34,377,543 $2.1B
FMR LLC 0.12% Add +28.2% 30,047,122 $1.8B
UBS Group AG 0.44% Reduce -1.2% 22,003,771 $1.3B
Royal Bank of Canada 0.32% Reduce -11.8% 21,278,115 $1.3B
BlackRock Inc. 0.03% Reduce -1.4% 19,975,114 $1.2B
Raymond James & Associates 0.77% Add +31.6% 18,655,382 $1.1B
Northern Trust Corp. 0.20% Add +2.4% 18,641,795 $1.1B
PNC Financial Services Group, Inc. 0.67% Add +0.5% 15,955,018 $969.1M
Envestnet Asset Management Inc. 0.30% Add +2.9% 13,264,495 $805.7M
Goldman Sachs Group Inc. 0.17% Add +3.2% 13,004,606 $789.9M
Mariner, LLC 1.47% Add +3.8% 11,685,429 $709.8M
First Command Advisory Services, Inc. 6.91% Add +0.7% 10,845,515 $658.9M
Ameriprise Financial Inc. 0.17% Reduce -4.5% 10,388,323 $631.1M
Acorns Advisers, LLC 6.68% Add +1.6% 9,846,261 $598.1M
Keybank National Association 2.28% Reduce -0.8% 9,103,992 $553.0M
Financial Engines Advisors L.L.C. 1.23% Reduce -4.3% 9,001,034 $546.7M
Balyasny Asset Management L.P. 1.35% Reduce -2.9% 8,408,750 $510.7M
Truist Financial Corp. 0.74% Reduce -5.5% 8,048,325 $488.9M
Regions Financial Corp. 3.43% No change 7,442,618 $452.1M
Raymond James Financial Services Advisors, Inc. 0.67% Reduce -2.2% 7,410,254 $450.1M
Millburn Ridgefield LLC 12.29% Reduce -0.6% 7,306,979 $443.8M
Catalyst Capital Advisors LLC 10.69% Reduce -0.6% 7,306,979 $443.8M
Pathstone Holdings, LLC 2.04% Reduce -0.6% 7,120,031 $432.5M
HighTower Advisors, LLC 0.67% Add +1.1% 6,829,051 $414.9M
Wealthspire Advisors, LLC 5.47% Reduce -0.3% 6,754,616 $410.3M
Commonwealth Equity Services, LLC 0.63% No change 6,224,670 $378.1M
AlTi Global, Inc. 10.26% Add +4.4% 6,066,954 $368.5M
Bank of Montreal 0.11% Reduce -0.3% 5,975,762 $362.0M
Fifth Third Bancorp 1.27% Reduce -2.0% 5,339,613 $324.3M
Alesco Advisors, LLC, An ESL Co 10.56% Add +2.9% 5,288,242 $321.2M
Creative Planning 0.35% Reduce -2.1% 5,150,805 $312.9M
US Bancorp \de 0.38% Add +3.9% 4,544,006 $276.0M
Northwestern Mutual Investment Management Company, LLC 7.13% Reduce -13.9% 4,493,535 $272.9M
Circle Wealth Management, LLC 6.50% No change 4,302,213 $261.3M
MAI Capital Management 2.30% Add +11.2% 3,634,459 $220.8M
Franklin Resources Inc. 0.07% Add +4.1% 3,368,166 $204.6M
Members Trust Co 5.88% Reduce -7.5% 3,245,708 $197.1M
Stifel Financial Corp. 0.22% Add +6.7% 3,202,774 $194.5M
Baird Financial Group, Inc. 0.41% Add +1.9% 3,183,951 $193.4M
Cerity Partners LLC 0.51% Reduce -41.8% 3,174,970 $192.8M
Spire Wealth Management 3.52% Add +0.3% 511,429 $191.3M
Flputnam Investment Management Co. 3.99% Add +14.5% 3,085,454 $187.4M
Municipal Employees' Retirement System of Michigan 2.31% Reduce -21.7% 2,946,566 $179.0M
Citizens Financial Group Inc. 5.73% Reduce -1.0% 2,823,164 $171.5M
Comerica Bank 0.74% Add +0.4% 2,807,806 $170.5M
Davis R M Inc. 3.47% Add +4.8% 2,730,773 $165.9M
MML Investors Services, LLC 0.65% Reduce -7.1% 2,610,915 $158.6M
Cetera Investment Advisers 0.37% Add +406.2% 2,610,901 $158.6M
First Financial Bankshares Inc 3.56% Reduce -0.4% 2,604,829 $158.2M
Osaic Holdings, Inc. 0.35% Reduce -14.8% 2,594,480 $157.6M
Cresset Asset Management, LLC 0.76% Add +11.7% 2,578,462 $156.6M
Haverford Trust Co 1.64% Add +3.5% 2,576,660 $156.5M
Bridges Investment Management Inc. 4.76% Add +2.0% 2,508,913 $152.4M
FIL Ltd 0.15% Add +8.8% 2,508,241 $152.4M
Mercer Global Advisors Inc. 0.42% Add +3.9% 2,409,831 $146.9M
Accredited Investors Inc. 9.40% Add +63.9% 2,409,042 $146.3M
Sandy Spring Bank 6.56% Add +2.6% 2,372,318 $144.1M
Greenleaf Trust 1.34% Add +0.5% 2,371,266 $144.0M
UMB Bank, n.a. 2.23% Reduce -5.8% 2,316,204 $140.7M
Alaska Permanent Capital Management, LLC 10.41% Add +8.9% 2,199,800 $133.7M
Jones Financial Companies LLLP 0.18% Add +3.1% 2,183,244 $132.6M
Sand Hill Global Advisors, LLC 6.19% Reduce -3.0% 2,149,129 $130.5M
Corient Private Wealth LP 0.22% Reduce -4.8% 2,042,109 $124.0M
TD Asset Management Inc 0.11% Add +75.1% 2,019,766 $122.7M
Sigma Investment Counselors Inc. 7.71% Add +0.3% 1,970,600 $119.7M
State of Michigan Retirement System 0.64% Reduce -4.6% 1,955,110 $118.8M
Rockefeller Capital Management L.P. 0.34% Add +5.2% 1,920,222 $116.6M
Fiduciary Trust Co 1.72% Add +0.7% 1,848,459 $112.3M
Connecticut Wealth Management, LLC 5.83% Add +2.3% 1,803,564 $109.5M
Ally Invest Advisors Inc. 10.74% Add +0.2% 1,781,896 $108.2M
Cahaba Wealth Management, Inc. 9.59% Add +4.2% 1,736,266 $105.5M
BLB&B Advisors, LLC 5.84% Add +6.1% 1,704,447 $103.5M
Whittier Trust Co. 1.43% Add +3.0% 1,619,500 $98.4M
Linscomb Wealth, Inc. 5.05% No change 1,616,286 $98.2M
Bokf, NA 1.75% Reduce -4.5% 1,589,591 $96.0M
Badgley Phelps Wealth Managers, LLC 2.39% Reduce -4.3% 1,572,430 $95.5M
Acropolis Investment Management, LLC 6.05% Reduce -0.1% 1,521,623 $92.4M
Bessemer Group Inc. 0.17% Reduce -1.4% 1,519,192 $92.3M
Captrust Financial Advisors 0.34% Reduce -7.8% 1,518,779 $92.3M
Farmers & Merchants Investments Inc. 3.04% Add +2.3% 1,481,599 $90.0M
Legacy Wealth Management, LLC 6.62% Reduce -5.0% 1,478,723 $89.8M
State Street Corp. 0.00% Reduce -6.1% 1,472,177 $89.4M
M&T Bank Corp 0.30% Reduce -4.7% 1,432,928 $87.0M
Lutz Financial Services LLC 7.57% Add +0.4% 1,426,495 $86.6M
Steward Partners Investment Advisory, LLC 0.96% Add +0.2% 1,426,454 $86.6M
First Interstate Bank 5.93% Add +3.9% 1,409,159 $85.6M
Tiaa Trust, National Association 0.26% Reduce -34.8% 1,401,270 $85.1M
First Hawaiian Bank 2.51% Reduce -13.5% 1,324,936 $80.5M
BOK Financial Private Wealth, Inc. 5.96% Add +3.9% 1,318,084 $80.1M
Klingman & Associates, LLC 5.56% Add +2.4% 1,273,254 $77.3M
Kestra Advisory Services, LLC 0.52% Add +4.7% 1,270,100 $77.1M
Chandler Asset Management, Inc. 15.60% Reduce -17.8% 1,267,193 $77.0M
Vicus Capital 6.99% Add +0.8% 1,262,811 $76.7M
Full Sail Capital, LLC 5.20% Add +4.5% 1,228,945 $74.6M
Lee Financial Co 12.28% Add +2.0% 1,209,507 $73.5M
Janney Montgomery Scott LLC 0.22% Reduce -5.2% 1,194,583 $72.6M
Arkansas Financial Group, Inc. 12.67% Reduce -1.7% 1,185,367 $72.0M
Leonard Rickey Investment Advisors P.L.L.C. 18.45% Add +0.5% 1,175,708 $71.4M
Focus Partners Wealth 0.58% Add +146.9% 1,166,166 $70.8M
Planning Alternatives Ltd. 11.60% Reduce -0.3% 1,161,878 $70.6M
Phillips Financial Management, LLC 5.75% Reduce -3.3% 1,154,989 $70.2M
Sage Financial Group Inc. 6.30% Add +4.5% 1,151,744 $70.0M
Goelzer Investment Management, Inc. 3.91% Add +11.8% 1,135,932 $69.0M
Tarbox Family Office, Inc. 12.12% Add +1.8% 1,134,826 $68.9M
Cambridge Investment Research Advisors, Inc. 0.26% Reduce -1.8% 1,108,608 $67.3M
LVZ, Inc. 9.12% Reduce -55.0% 1,103,721 $67.0M
Horizon Investments, LLC 1.75% Add +654.7% 1,097,893 $66.7M
Stratos Wealth Partners, LTD. 1.10% Add +2.7% 1,080,066 $65.6M
Cape Cod Five Cents Savings Bank 6.31% Reduce -1.1% 1,077,752 $65.5M
MassMutual Private Wealth & Trust, FSB 2.03% Reduce -9.3% 1,073,840 $65.2M
Moneta Group Investment Advisors LLC 1.06% Add +5.6% 1,069,643 $65.0M
RMR Wealth Builders 7.78% Add +5.2% 1,059,441 $64.4M
Bank of Nova Scotia 0.13% No change 1,043,860 $63.4M
RKL Wealth Management LLC 6.28% Add +8.5% 1,042,842 $63.3M
Equitable Holdings, Inc. 0.69% Reduce -4.1% 1,012,521 $61.5M
Destination Wealth Management 2.03% Add +0.8% 1,006,970 $61.2M
American Trust 5.01% Add +2.2% 987,519 $60.0M
First Horizon Advisors, Inc. 1.85% Add +1.3% 984,183 $59.8M
Valmark Advisers, Inc. 1.04% Reduce -2.6% 983,674 $59.7M
MCF Advisors LLC 4.62% Reduce -2.7% 981,081 $59.6M
Capital Analysts, LLC 2.78% Add +2.6% 979,683 $59.5M
Thrivent Financial for Lutherans 0.12% Add +7.6% 972,437 $59.1M
Whittier Trust Co. of Nevada Inc. 1.69% Reduce -0.3% 972,364 $59.1M
Alaska Wealth Advisors, LLC 8.91% Add +10.2% 970,502 $58.9M
Avidian Wealth Enterprises, LLC 3.07% Add +40.6% 946,255 $57.5M
Arrow Financial Corp 5.64% Reduce -1.1% 935,881 $56.8M
Bangor Savings Bank 5.81% Add +1.1% 935,692 $56.8M
Rafferty Asset Management, LLC 0.21% Add +10.4% 918,486 $55.8M
Wintrust Investments LLC 4.89% Reduce -1.7% 913,350 $55.5M
Ballentine Partners, LLC 1.05% No change 909,540 $55.2M
Private Advisor Group, LLC 0.40% Add +1.1% 906,511 $55.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -38.3% 897,228 $54.5M
Cwm, LLC 0.26% Reduce -12.6% 875,082 $53.2M
Modera Wealth Management, LLC 0.80% Reduce -1.8% 865,813 $52.6M
Chicago Partners Investment Group LLC 2.22% Add +1.5% 900,676 $52.1M
PDS Planning, Inc 5.33% Add +1.6% 835,850 $50.8M
HSBC Holdings PLC 0.04% Reduce -2.5% 822,800 $50.0M
Pine Ridge Advisers LLC 5.80% Add +7.5% 816,670 $49.6M
DT Investment Partners, LLC 5.01% Add +12.4% 815,031 $49.5M
West Paces Advisors Inc. 13.01% Add +1.7% 812,701 $49.4M
Ensign Peak Advisors, Inc 0.09% New 803,390 $48.8M
CKW Financial Group 6.34% Add +3.1% 807,137 $48.7M
Clearstead Advisors, LLC 2.36% Add +12.4% 797,898 $47.7M
JNBA Financial Advisors 5.01% Reduce -18.2% 784,796 $47.7M
Integrated Wealth Concepts LLC 0.68% Reduce -9.5% 775,513 $47.1M
Manufacturers Life Insurance Company, The 0.04% Add +3.0% 766,508 $46.6M
First Business Financial Services, Inc. 4.97% Add +0.5% 763,417 $46.4M
Sax Wealth Advisors, LLC 5.40% Add +55.8% 761,309 $46.2M
Voya Financial Advisors, Inc. 5.27% Add +82.5% 761,491 $46.1M
Wealth Enhancement Advisory Services, LLC 0.12% Add +16.5% 757,284 $46.0M
Alps Advisors Inc. 0.32% Reduce -2.5% 752,260 $45.7M
Bank of Stockton 14.03% Reduce -0.4% 748,339 $45.5M
Elo Mutual Pension Insurance Co 1.06% New 745,185 $45.3M
Evermay Wealth Management LLC 6.78% Add +5.1% 738,885 $44.9M
Journey Advisory Group, LLC 5.54% Add +4.1% 738,431 $44.9M
HBC Financial Services, PLLC 30.37% Reduce -0.7% 783,202 $44.8M
Axxcess Wealth Management, LLC 1.26% Add +2.4% 732,442 $44.5M
Forvis Mazars Wealth Advisors, LLC 1.12% Reduce -1.1% 727,718 $44.2M
Single Point Partners, LLC 10.06% Add +1.7% 713,081 $43.3M
Fiera Capital Corp 0.13% Add +0.2% 712,138 $43.3M
Truefg, LLC 15.81% Add +0.4% 710,105 $43.1M
Quadrant Capital Group LLC 3.39% Add +2.0% 706,510 $42.9M
Retirement Income Solutions, Inc. 9.66% Add +2.6% 701,669 $42.6M
MBL Wealth, LLC 4.85% Add +0.5% 701,393 $42.6M
Grove Bank & Trust 7.11% Add +4.6% 694,632 $42.2M
Magnus Financial Group LLC 5.02% Add +3.3% 690,830 $42.0M
Voya Investment Management LLC 0.05% Reduce -9.5% 682,604 $41.5M
JFS Wealth Advisors, LLC 3.25% Reduce -5.6% 674,102 $40.9M
Crewe Advisors LLC 4.74% Add +1.6% 669,746 $40.7M
Lazard Asset Management LLC 0.05% Reduce -1.1% 659,847 $40.1M
Chesley Taft & Associates LLC 2.03% Add +22.2% 654,621 $39.8M
Ameritas Advisory Services, LLC 1.62% Add +12.5% 661,207 $39.4M
Harbor Group, Inc. 10.34% Add +3.3% 645,781 $39.2M
Allworth Financial LP 0.28% Reduce -4.8% 640,740 $38.9M
Portland Global Advisors LLC 5.29% Reduce -5.3% 638,526 $38.8M
Atria Wealth Solutions, Inc. 0.43% Add +4.8% 626,015 $38.0M
Envestnet Portfolio Solutions, Inc. 0.14% Add +17.8% 623,074 $37.8M
Fulton Breakefield Broenniman LLC 2.90% Add +1.9% 620,706 $37.7M
Nadler Financial Group, Inc. 4.64% Add +2.5% 619,924 $37.7M
Prio Wealth Limited Partnership 1.08% Add +1.8% 615,591 $37.4M
Graypoint LLC 2.66% Add +3.1% 604,303 $36.7M
Capital Asset Advisory Services LLC 2.10% Add +6.6% 614,502 $36.7M
FineMark National Bank & Trust 1.36% Reduce -0.7% 603,198 $36.6M
Summit Financial Strategies, Inc. 5.08% Reduce -0.1% 599,516 $36.4M
Johnson Investment Counsel Inc. 0.40% Reduce -0.2% 599,176 $36.4M
Integrated Advisors Network LLC 1.85% Reduce -11.9% 595,186 $36.2M
New England Professional Planning Group Inc. 18.68% No change 589,668 $35.8M
Resonant Capital Advisors, LLC 3.03% Add +4.1% 584,103 $35.5M
ESL Trust Services, LLC 9.18% Add +4.4% 577,168 $35.1M
Lowe Brockenbrough & Co. Inc. 2.30% Reduce -1.2% 560,276 $34.0M
CJM Wealth Advisers, Ltd. 12.82% Add +1.2% 556,893 $33.8M
Salomon & Ludwin, LLC 2.90% Reduce -1.9% 555,389 $33.7M
Beaumont Financial Advisors, LLC 2.78% Add +1.4% 554,613 $33.7M
Hancock Whitney Corp. 1.16% Reduce -6.7% 554,210 $33.7M
Zions Bancorporation, N.A. 2.47% Reduce -12.7% 551,442 $33.5M
Capital Investment Advisors, LLC 0.77% Reduce -9.3% 546,522 $33.2M
Boston Financial Mangement LLC 1.05% Add +2.8% 544,892 $33.1M
Financial Advisory Group 5.76% Add +3.5% 537,167 $32.6M
United Capital Financial Advisors, LLC 0.27% Reduce -17.0% 536,756 $32.6M
CIBC Private Wealth Group LLC 0.06% Add +10.6% 535,153 $32.3M
Avantax Advisory Services, Inc. 0.28% Reduce -2.6% 527,411 $32.0M
Hudock, Inc. 7.00% Add +0.2% 523,342 $31.8M
Wealthquest Corp 3.38% Reduce -6.4% 519,783 $31.6M
Graves Light Lenhart Wealth, Inc. 3.60% Add +5.8% 512,154 $31.1M
Oppenheimer & Co. Inc. 0.51% Add +7.6% 509,894 $31.0M
Diversified Trust Co. 0.93% Reduce -0.8% 509,875 $31.0M
Macquarie Group Ltd. 0.03% Add +4.3% 506,124 $30.7M
NewSquare Capital LLC 2.72% Add +4.0% 505,430 $30.7M
Edge Capital Group, LLC 1.52% Add +5.5% 503,726 $30.6M
Old Second National Bank of Aurora 7.93% Reduce -0.4% 502,705 $30.5M
Urban Financial Advisory Corp 18.40% Reduce -3.3% 493,449 $30.0M
Citigroup Inc. 0.03% Reduce -3.2% 489,640 $29.7M
Shoker Investment Counsel, Inc. 10.61% Add +0.8% 492,275 $29.7M
Bristlecone Advisors, LLC 2.60% Add +12.7% 486,776 $29.6M
Nottingham Advisors, Inc. 3.60% Reduce -17.7% 483,780 $29.4M
D.A. Davidson & Co. 0.26% Add +0.4% 481,297 $29.2M
Waverly Advisors, LLC 0.69% Add +1156.5% 479,968 $29.2M
Alliancebernstein L.P. 0.01% Add +6.0% 474,967 $28.8M
Wealth Advisory Solutions, LLC 7.47% Add +13.4% 474,850 $28.8M
Perigon Wealth Management, LLC 0.86% Add +4.0% 469,380 $28.5M
Fifth Third Wealth Advisors LLC 4.41% Add +93.7% 466,368 $28.3M
Enterprise Bank & Trust Co 9.72% Reduce -8.2% 466,334 $28.3M
Intrust Bank NA 3.03% Add +50.1% 465,749 $28.3M
Mesirow Financial Investment Management, Inc. 0.64% Add +2.3% 462,855 $28.1M
YHB Investment Advisors, Inc. 2.48% Add +4.7% 459,612 $27.9M
SVB Wealth LLC 0.62% Add +11.3% 458,999 $27.9M
Johnson Financial Group, Inc. 1.50% Reduce -7.6% 458,766 $27.9M
&partners 3.81% Add +92.5% 448,633 $27.6M
Beacon Pointe Advisors, LLC 0.31% Reduce -3.2% 452,981 $27.5M
Bar Harbor Wealth Management 1.83% Add +2.4% 449,230 $27.3M
Human Investing LLC 5.47% Add +2.1% 448,668 $27.3M
Ritter Daniher Financial Advisory LLC / DE 9.01% Add +1.9% 448,157 $27.2M
Citadel Advisors 0.03% Add +57.2% 445,739 $27.1M
Capital Advisors Inc. 0.58% Reduce -5.9% 442,169 $26.9M
TRUE Private Wealth Advisors 3.08% Add +25.2% 441,462 $26.8M
Callan Family Office, LLC 6.26% Add +1.9% 439,279 $26.7M
Blair William & Co. 0.08% Add +4.1% 432,614 $26.3M
Nations Financial Group Inc, /Ia/ 2.19% Add +2.4% 428,352 $26.0M
Randolph Co Inc 3.18% Add +0.2% 426,877 $25.9M
Sigma Planning Corp 0.81% Add +130.4% 425,537 $25.8M
Raymond James Trust N.A. 0.63% Add +8.7% 425,382 $25.8M
Choreo, LLC 0.66% Reduce -1.1% 425,259 $25.8M
Savant Capital, LLC 0.30% Reduce -1.1% 423,618 $25.7M
Concurrent Investment Advisors, LLC 1.03% Add +3.0% 419,216 $25.5M
TD Private Client Wealth LLC 0.83% Reduce -0.9% 416,523 $25.3M
Arcataur Capital Management LLC 8.94% Reduce -1.2% 409,804 $24.9M
Certuity, LLC 2.20% Add +8.6% 409,116 $24.9M
Kanawha Capital Management LLC 1.98% Add +4.8% 406,892 $24.7M
One Day In July LLC 3.27% Reduce -6.7% 405,518 $24.6M
Brand Asset Management Group, Inc. 10.50% Add +0.2% 401,774 $24.4M
LGL Partners, LLC 4.06% Reduce -5.0% 399,007 $24.2M
Vantage Financial Partners, LLC 6.51% Add +0.2% 398,119 $24.2M
Dynamic Advisor Solutions LLC 0.81% Add +1.8% 397,074 $24.1M
Ashton Thomas Private Wealth, LLC 1.37% Add +1.9% 392,797 $23.9M
Wilmington Savings Fund Society, FSB 0.91% — 390,520 $23.7M
Investments & Financial Planning, LLC 16.19% Reduce -0.2% 389,010 $23.6M
Coastline Trust Co 2.84% Reduce -3.8% 386,530 $23.5M
OneDigital Investment Advisors LLC 0.37% Reduce -11.2% 383,892 $23.3M
Invst, LLC 2.76% Add +1038.1% 385,591 $23.3M
Verde Capital Management 7.91% Add +1.0% 380,624 $23.1M
Fairhaven Wealth Management, LLC 7.94% Reduce -3.4% 380,604 $23.1M
Curi Capital, LLC 0.54% Add +886.4% 379,946 $23.1M
Baron Silver Stevens Financial Advisors, LLC 4.48% Reduce -0.6% 378,432 $23.0M
Bryant Woods Investment Advisors, LLC 13.43% Reduce -4.0% 374,625 $22.8M
Madison Asset Management, LLC 0.28% Add +4.5% 370,928 $22.5M
Twele Capital Management, Inc. 5.09% Reduce -0.8% 370,644 $22.5M
Argent Trust Co 0.99% Add +0.5% 363,846 $22.1M
Natixis Advisors, LLC 0.05% Add +3.7% 362,307 $22.0M
King Wealth Management Group 3.84% Add +2.6% 360,538 $21.9M
Global Retirement Partners, LLC 0.81% Reduce -0.6% 359,587 $21.8M
Horan Capital Advisors, LLC. 7.75% Reduce -1.0% 358,741 $21.8M
jvl associates llc 8.95% Add +2.3% 357,663 $21.7M
Trilogy Capital Inc. 1.23% Add +1.0% 353,342 $21.5M
West Financial Advisors, LLC 4.54% Add +0.2% 348,687 $21.2M
NewEdge Advisors, LLC 0.18% Add +2.5% 348,523 $21.2M
Kestra Private Wealth Services, LLC 0.48% Reduce -9.5% 346,776 $21.1M
Financial Advocates Investment Management 1.22% Add +1.4% 346,743 $21.1M
First National Trust Co 0.85% Reduce -0.3% 343,672 $20.9M
Altus Wealth Management, LLC 10.96% Add +1.5% 342,833 $20.8M
Financial Counselors Inc. 0.35% Reduce -3.0% 338,961 $20.6M
Pinnacle Financial Partners Inc 0.44% Reduce -1.1% 335,614 $20.4M
Mason Street Advisors, LLC 3.43% No change 335,500 $20.4M
Iowa State Bank 4.49% Add +1.0% 333,662 $20.3M
Peninsula Asset Management Inc. 10.86% Add +1.0% 333,595 $20.3M
Bailard, Inc. 0.56% Reduce -0.4% 331,981 $20.2M
Conning Inc. 0.69% No change 330,740 $20.1M
Bright Financial Advisors, Inc. 14.96% — 150,193 $20.0M
Advisory Services Network, LLC 0.44% Reduce -2.5% 329,053 $20.0M
JSF Financial, LLC 6.25% Reduce -0.6% 328,811 $20.0M
Per Stirling Capital Management, LLC. 3.29% Add +2.6% 324,159 $19.7M
Coldstream Capital Management Inc. 0.50% Reduce -1.9% 322,681 $19.6M
DHJJ Financial Advisors, Ltd. 8.60% Reduce -3.6% 319,978 $19.4M
Bartlett & Co. Wealth Management LLC 0.30% Add +21.5% 319,401 $19.4M
Glenmede Trust Co. NA 0.10% Add +0.2% 317,585 $19.3M
Glenview Trust Co 0.41% Add +2.1% 315,798 $19.2M
Catalyst Financial Partners LLC 4.93% Add +5.5% 338,817 $19.1M
Soltis Investment Advisors LLC 2.14% Add +0.1% 314,185 $19.1M
Pinnacle Associates Ltd. 0.30% Reduce -1.7% 313,990 $19.1M
Courier Capital LLC 1.37% Add +0.5% 310,740 $18.9M
Drake & Associates, LLC 6.84% Add +7.2% 307,845 $18.7M
Tompkins Financial Corp. 2.10% Add +2.6% 305,671 $18.6M
Simmons Bank 1.39% Reduce -0.9% 305,089 $18.5M
Tower Research Capital LLC (TRC) 0.44% Add +112.7% 301,461 $18.3M
Journey Strategic Wealth LLC 0.81% Reduce -62.2% 300,168 $18.2M
Susquehanna International Group, LLP 0.03% Add +65.7% 297,807 $18.1M
Lincoln National Corp. 0.28% Reduce -1.4% 297,613 $18.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -0.7% 295,568 $18.0M
Cim Investment Management Inc. 5.33% No change 294,745 $17.9M
Greenwood Gearhart LLC 1.74% Add +16.0% 293,681 $17.8M
Valley Forge Investment Consultants Inc. Adv 6.93% Add +7.3% 292,697 $17.8M
Marietta Wealth Management, LLC 2.92% Add +0.5% 291,795 $17.7M
Lynch & Associates 4.09% Reduce -0.9% 291,521 $17.7M
Whitcomb & Hess, Inc. 5.67% Add +1.1% 290,690 $17.7M
FFT Wealth Management LLC 1.51% Reduce -1.3% 289,494 $17.6M
Leavell Investment Management, Inc. 1.01% Reduce -0.3% 288,431 $17.5M
GenWealth Group, Inc. 4.40% New 287,395 $17.5M
Wealthspire Retirement, LLC 1.49% Add +2002.3% 284,757 $17.3M
Cambridge Advisors Inc. 4.08% Reduce -0.7% 284,733 $17.3M
Horan Securities, Inc. 8.12% Add +331.9% 283,181 $17.2M
Smithfield Trust Co 0.91% Add +1.0% 282,625 $17.2M
Advisory Alpha, LLC 0.70% Reduce -6.2% 282,523 $17.2M
Wealthcare Advisory Partners LLC 0.56% Reduce -13.1% 280,874 $17.1M
Principal Financial Group Inc. 0.01% Reduce -10.7% 279,842 $17.0M
EP Wealth Advisors, LLC 0.20% Add +1.1% 279,470 $17.0M
Pinnacle Wealth Management Advisory Group, LLC 1.81% Reduce -1.9% 277,729 $16.9M
Rwa Wealth Partners, LLC 0.23% Reduce -0.3% 276,778 $16.8M
Ironwood Financial, llc 3.85% Add +1.8% 275,644 $16.7M
Cape Ann Savings Bank 10.40% Reduce -1.8% 273,296 $16.6M
Petix & Botte Co 4.11% Reduce -12.9% 272,227 $16.5M
Divergent Wealth Advisors 3.28% Reduce -16.2% 270,342 $16.4M
Proathlete Wealth Management LLC 8.67% Add +3.9% 268,291 $16.3M
HRT Financial LP 0.10% New 267,972 $16.3M
AAF Wealth Management, LLC 9.15% Add +1.8% 267,858 $16.3M
Acima Private Wealth, LLC 5.99% Add +4.3% 267,698 $16.3M
Towercrest Capital Management 2.73% Add +0.3% 266,268 $16.2M
Atlantic Edge Private Wealth Management, LLC 5.53% Add +7.5% 264,630 $16.1M
PACK Private Wealth, LLC 10.05% Add +2.1% 263,292 $16.0M
Crescent Grove Advisors, LLC 1.65% Reduce -1.5% 259,680 $15.8M
Lodestar Private Asset Management LLC 2.24% Add +0.2% 258,585 $15.7M
First Nebraska Trust Co 1.62% Reduce -1.4% 258,017 $15.7M
First Western Trust Bank 0.71% Reduce -14.0% 257,775 $15.7M
Avondale Wealth Management 10.96% Add +1.2% 257,437 $15.6M
Norris Perne & French LLP 1.12% Add +1.7% 255,814 $15.5M
Centerpoint Advisors, LLC 5.82% Add +0.3% 255,666 $15.5M
McKinley Carter Wealth Services, Inc. 1.04% Add +5.7% 255,138 $15.5M
1ST Source Bank 0.90% Reduce -0.7% 255,083 $15.5M
Sequoia Financial Advisors, LLC 0.19% Reduce -4.7% 254,301 $15.4M
Financial Management Network Inc. 3.89% Add +1.7% 261,085 $15.4M
Ameritas Investment Partners, Inc. 0.53% Add +3.3% 254,170 $15.4M
Marino, Stram & Associates LLC 3.64% Add +1.3% 253,398 $15.4M
Stratos Investment Management, LLC 1.50% Reduce -0.3% 252,624 $15.3M
Independent Financial Group, LLC 0.70% Add +8.9% 251,927 $15.3M
Tower Wealth Partners, Inc. 9.93% Add +0.8% 251,853 $15.3M
Montag A & Associates Inc. 0.76% Add +8.5% 248,818 $15.1M
Arkos Global Advisors 2.51% Add +5.2% 247,669 $15.0M
Core Wealth Advisors, Inc. 5.08% Add +6.3% 246,343 $15.0M
Mechanics Financial Corp 7.75% No change 245,275 $14.9M
Asset Management Group, Inc. 2.25% Add +0.3% 244,345 $14.8M
American Financial Advisors, LLC 2.06% Reduce -2.1% 241,075 $14.6M
Trust Co. of Vermont 0.81% Add +7.3% 240,866 $14.6M
Kelman-Lazarov, Inc. 2.84% Add +1.9% 239,024 $14.5M
MTC Wealth Management LLC 6.67% Reduce -4.5% 238,946 $14.5M
Harbour Trust & Investment Management Co 1.80% Add +19.1% 235,551 $14.3M
MainStreet Investment Advisors LLC 1.71% Reduce -80.9% 234,767 $14.3M
Aft, Forsyth & Sober, LLC 5.00% Reduce -25.4% 232,800 $14.1M
Beacon Financial Planning, Inc. 9.87% Reduce -1.4% 232,652 $14.1M
Argent Advisors, Inc. 5.59% Add +0.2% 232,565 $14.1M
Angeles Investment Advisors, LLC 0.75% New 232,000 $14.1M
Platt Investment Counsel, LLC 13.42% Reduce -0.3% 231,802 $14.1M
Winthrop Advisory Group LLC 2.01% Add +1.9% 228,812 $13.9M
Hubbell Strickland Wealth Management, LLC 7.01% Reduce -0.6% 228,200 $13.9M
Cibc World Market Inc. 0.04% Add +9.4% 228,150 $13.9M
Ironwood Wealth Management, LLC. 4.49% Reduce -3.0% 228,076 $13.9M
Freedom Investment Management, Inc. 1.11% Reduce -3.7% 227,522 $13.8M
Burkett Financial Services, LLC 7.12% Add +0.8% 227,265 $13.8M
Burns J W & Co. Inc. 1.92% Add +9.1% 226,839 $13.8M
Cantor Fitzgerald Investment Advisors L.P. 1.02% Reduce -3.8% 225,196 $13.7M
Eley Financial Management, Inc 5.89% Add +1.0% 225,172 $13.7M
Orion Porfolio Solutions, LLC 0.15% Reduce -8.1% 224,265 $13.6M
Orion Portfolio Solutions, LLC 0.15% Reduce -8.1% 224,265 $13.6M
Clarity Wealth Advisors, LLC 4.58% Add +2.9% 223,065 $13.5M
Evernest Financial Advisors, LLC 6.40% Add +6.1% 239,019 $13.5M
Ancora Advisors LLC 0.31% Add +2.2% 221,813 $13.5M
Windsor Capital Management, LLC 4.16% Add +1.4% 220,845 $13.4M
Precedent Wealth Partners, LLC 5.74% Add +5.7% 220,046 $13.4M
Texas Capital Bank Wealth Management Services Inc 1.47% Reduce -5.0% 219,947 $13.4M
Neumann Capital Management, LLC 4.75% Add +1.6% 219,390 $13.3M
Guidance Point Advisors, LLC 4.45% Reduce -1.1% 216,070 $13.1M
Gladstone Institutional Advisory LLC 0.72% Reduce -1.7% 215,886 $13.1M
Pegasus Partners Ltd. 1.39% Reduce -9.2% 215,397 $13.1M
Symphony Financial, Ltd. Co. 3.01% Reduce -25.7% 213,018 $12.9M
Smith, Moore & Co. 1.38% Add +3.0% 212,700 $12.9M
LTG Capital LLC 11.02% Add +13.7% 211,767 $12.9M
Mutual of America Capital Management LLC 0.14% Add +949.1% 211,544 $12.8M
Pacific Center for Financial Services 3.65% Add +6.0% 211,008 $12.8M
Robinswood Financial LLC 5.43% Reduce -3.5% 210,571 $12.7M
IFG Advisory, LLC 0.95% Add +17.4% 209,038 $12.7M
Western Wealth Management, LLC 0.98% Reduce -2.9% 208,390 $12.7M
SWS Partners 3.77% Reduce -4.8% 207,822 $12.6M
Accretive Wealth Partners, LLC 5.55% Add +2.1% 214,470 $12.6M
StoneX Group Inc. 1.12% Reduce -8.8% 206,015 $12.5M
CoreCap Advisors, LLC 0.65% Add +2.0% 201,792 $12.3M
Citizens & Northern Corp. 4.14% Add +27.6% 201,648 $12.2M
Simon Quick Advisors, LLC 0.92% Reduce -3.7% 201,186 $12.2M
Colonial Trust Advisors 1.21% Reduce -0.3% 201,083 $12.2M
ETF Store, Inc. 6.97% Reduce -3.1% 200,980 $12.2M
Park Avenue Securities LLC 0.16% Add +47.5% 200,963 $12.2M
Founders Financial Securities LLC 1.28% Add +37.8% 200,797 $12.2M
Centaurus Financial, Inc. 0.84% Reduce -0.3% 198,606 $12.1M
Forbes J M & Co. LLP 1.30% Reduce -1.4% 197,636 $12.0M
FSM Wealth Advisors, LLC 4.26% Add +16.7% 197,573 $12.0M
Titleist Asset Management, LLC 2.08% Add +5.7% 195,506 $11.9M
Affiance Financial, LLC 3.22% Reduce -26.9% 195,491 $11.9M
Pittenger & Anderson Inc. 0.48% Add +8.3% 194,941 $11.8M
Arcus Capital Partners, LLC 3.73% Reduce -1.3% 194,257 $11.8M
Riverpoint Wealth Management Holdings, LLC 3.27% Add +0.8% 193,369 $11.7M
Mayflower Financial Advisors, LLC 1.94% Reduce -4.7% 191,155 $11.6M
Montecito Bank & Trust 2.32% Reduce -4.7% 190,953 $11.6M
Hardy Reed LLC 1.44% Reduce -0.2% 190,902 $11.6M
Portfolio Strategies, Inc. 0.79% New 190,902 $11.6M
Vision Capital Management, Inc. 1.73% Reduce -2.8% 190,764 $11.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -50.8% 190,707 $11.6M
Traynor Capital Management, Inc. 1.10% Add +5.0% 189,607 $11.5M
NTV Asset Management LLC 1.75% Reduce -3.4% 189,390 $11.5M
Ratio Wealth Group 2.14% Add +2.3% 189,291 $11.5M
AMG National Trust Bank 0.33% Add +0.4% 188,378 $11.4M
First Citizens Bank & Trust Co. 0.22% Add +63.0% 188,018 $11.4M
NorthCoast Asset Management LLC 0.14% New 186,755 $11.3M
Encompass Wealth Advisors, LLC 3.03% Add +1.2% 186,553 $11.3M
Evercore Wealth Management, LLC 0.18% Reduce -7.7% 186,473 $11.3M
NorthCrest Asset Manangement, LLC 0.38% Reduce -2.7% 185,131 $11.2M
Capital Investment Counsel, LLC 2.40% Add +70.6% 184,396 $11.2M
Madison Wealth Partners, Inc 4.02% Add +0.3% 183,069 $11.1M
Guardian Wealth Advisors, LLC 7.22% Add +1.3% 182,930 $11.1M
Holland Advisory Services, Inc. 12.17% Reduce -2.1% 182,854 $11.1M
GFS Advisors, LLC 1.83% Add +4.4% 182,246 $11.1M
River Street Advisors LLC 7.45% Add +6.5% 181,749 $11.0M
Riggs Asset Managment Co. Inc. 3.22% Add +8.3% 181,542 $11.0M
Sterling Investment Counsel, LLC 5.07% Add +18.1% 180,764 $11.0M
Atria Investments, Inc 0.15% Add +0.8% 180,697 $11.0M
Choate Investment Advisors 0.29% Add +4649.9% 180,260 $10.9M
Instrumental Wealth, LLC 4.75% Reduce -7.0% 184,577 $10.9M
Community Bank, N.A. 1.43% Reduce -34.6% 179,461 $10.9M
Cambridge Trust Co. 0.41% Reduce -11.5% 177,621 $10.8M
Commerce Bank 0.07% Add +0.6% 176,507 $10.7M
First Personal Financial Services 2.48% Reduce -2.3% 175,688 $10.7M
Armor Investment Advisors, LLC 5.12% Add +13.0% 175,494 $10.7M
Independent Solutions Wealth Management, LLC 2.52% Reduce -1.0% 174,254 $10.6M
Meridian Wealth Management, LLC 1.76% Reduce -0.2% 173,497 $10.6M
First Bank & Trust 2.17% Add +3.3% 173,120 $10.5M
Union Savings Bank 5.49% Add +0.6% 172,874 $10.5M
Lindbrook Capital, LLC 0.98% Reduce -4.5% 172,410 $10.5M
Relative Value Partners Group, LLC 0.66% Reduce -81.7% 38,243 $10.4M
Global Wealth Management Investment Advisory, Inc. 2.55% Add +1.8% 171,214 $10.4M
Pachira Investments Inc. 8.49% Reduce -8.4% 170,951 $10.4M
BSW Wealth Partners 1.76% Reduce -32.1% 170,586 $10.4M
Turtle Creek Wealth Advisors, LLC 2.49% Add +113.1% 167,048 $10.1M
Sandbox Financial Partners, LLC 4.24% Add +1.7% 166,072 $10.1M
Crestmont Private Wealth LLC 5.00% Reduce -5.2% 165,756 $10.1M
Rhumbline Advisers 0.01% Reduce -47.1% 165,741 $10.1M
Naples Global Advisors, LLC 1.01% Add +1.5% 162,720 $9.9M
Certified Advisory Corp 1.37% Add +3.7% 162,080 $9.8M
Highview Capital Management LLC 4.43% Add +12.3% 162,041 $9.8M
SG Americas Securities, LLC 0.05% Reduce -8.8% 161,790 $9.8M
Abundance Wealth Counselors 2.26% Reduce -2.7% 161,458 $9.8M
RiverGlades Family Offices LLC 7.81% Reduce -0.9% 163,768 $9.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.30% No change 161,177 $9.8M
Cullen/Frost Bankers, Inc. 0.14% Add +8.8% 159,526 $9.7M
STAR Financial Bank 8.27% Reduce -3.8% 159,360 $9.7M
Peoples Bank 5.38% Reduce -5.4% 158,965 $9.7M
Payden & Rygel Investment Group 0.66% — 158,885 $9.7M
Payden & Rygel 0.66% Add +0.8% 158,885 $9.7M
Bremer Bank National Association 1.79% Add +7.1% 158,826 $9.6M
Heck Capital Advisors, LLC 1.47% Add +307.4% 158,733 $9.6M
National Philanthropic Trust 0.21% Reduce -5.9% 158,250 $9.6M
Ellis Investment Partners, LLC 2.09% Add +0.3% 158,059 $9.6M
St. Louis Trust Co 1.50% No change 159,475 $9.6M
IronBridge Private Wealth, LLC 3.96% Reduce -0.7% 157,082 $9.5M
Ramsay, Stattman, Vela & Price, Inc. 1.82% Add +2.3% 156,046 $9.5M
Omega Financial Group, LLC 3.87% Add +2.5% 155,866 $9.5M
Mission Creek Capital Partners, Inc. 2.46% Add +15.0% 155,578 $9.4M
Brown Advisory Inc. 0.01% Add +4.5% 155,491 $9.4M
Associated Banc-Corp 0.30% Add +0.4% 154,944 $9.4M
Apollon Wealth Management, LLC 0.30% Reduce -11.6% 154,811 $9.4M
Prime Capital Investment Advisors, LLC 0.13% Add +20.9% 154,463 $9.4M
CW Advisors, LLC 0.16% Add +41.9% 153,594 $9.3M
Telos Capital Management, Inc. 1.05% Add +5.0% 153,492 $9.3M
KFA Private Wealth Group, LLC 2.87% Add +8.2% 152,287 $9.2M
Rossmore Private Capital 1.21% Add +2.6% 151,872 $9.2M
Zacks Investment Management 0.10% Reduce -2.6% 151,240 $9.2M
Matrix Private Capital Group LLC 6.13% Add +10.7% 149,057 $9.1M
Dorsey & Whitney Trust CO LLC 0.62% Add +3.0% 148,969 $9.0M
Prudential Financial Inc. 0.01% Reduce -27.5% 148,929 $9.0M
Carr Financial Group Corp 3.01% Add +5.2% 148,843 $9.0M
Exchange Capital Management, Inc. 1.46% Reduce -19.7% 147,347 $8.9M
New Hampshire Trust 2.08% Reduce -1.4% 146,760 $8.9M
Kingsview Wealth Management, LLC 0.22% Add +14.8% 145,098 $8.8M
DAVENPORT & Co LLC 0.05% Add +5.5% 145,084 $8.8M
CX Institutional 0.42% Add +0.6% 144,668 $8.8M
Fort Washington Investment Advisors Inc. 0.06% Reduce -7.5% 144,460 $8.8M
Little House Capital LLC 2.90% Add +41.1% 144,138 $8.8M
Harbor Advisory Corp. 2.98% Reduce -1.5% 143,988 $8.7M
Waldron Private Wealth LLC 0.39% Add +0.6% 143,554 $8.7M
BlueChip Wealth Advisors LLC 5.58% Reduce -9.0% 142,489 $8.7M
Vanguard Group Inc. 0.00% Add +3.4% 141,763 $8.6M
Cahill Financial Advisors Inc. 1.17% Add +3.7% 141,180 $8.6M
J.W. Cole Advisors, Inc. 0.43% Add +0.8% 141,205 $8.6M
Meridian Management Co. 2.34% Reduce -0.6% 140,982 $8.6M
Eldridge Investment Advisors, Inc. 2.20% Reduce -6.3% 140,952 $8.6M
AdvisorNet Financial, Inc 0.82% Add +16.5% 140,156 $8.5M
Physician Wealth Advisors, Inc. 1.79% Add +1.9% 149,060 $8.5M
Bordeaux Wealth Advisors LLC 2.82% Add +2.4% 139,517 $8.5M
Better Money Decisions, LLC 6.71% Add +5.8% 139,370 $8.5M
Parallel Advisors, LLC 0.23% Add +1.8% 139,153 $8.5M
Proffitt & Goodson Inc. 1.50% Add +0.2% 138,749 $8.4M
Country Club Bank 0.59% Add +7.6% 137,891 $8.4M
Trifecta Capital Advisors, LLC 2.04% Add +9.1% 137,785 $8.4M
Baker Tilly Wealth Management, LLC 1.51% Reduce -5.0% 137,767 $8.4M
Louisiana State Employees Retirement System 0.16% Reduce -49.6% 137,545 $8.4M
Peninsula Wealth, LLC 1.66% Add +112.6% 137,249 $8.3M
TruWealth Advisors, LLC 0.58% Add +3.1% 136,940 $8.3M
Hiley Hunt Wealth Management 5.45% Add +4.1% 136,867 $8.3M
TAP Consulting, LLC 1.83% Reduce -2.4% 136,770 $8.3M
Coyle Financial Counsel LLC 2.96% Add +1.4% 136,349 $8.3M
Lido Advisors, LLC 0.07% Add +3.6% 135,162 $8.2M
626 Financial, LLC 4.95% Add +11.0% 134,783 $8.2M
Ullmann Wealth Partners Group, LLC 1.22% Reduce -4.1% 134,581 $8.2M
Synovus Financial Corp. 0.11% Add +2.2% 133,517 $8.1M
Colton Groome Financial Advisors, LLC 3.26% Add +10.5% 133,469 $8.1M
Avior Wealth Management, LLC 0.38% Reduce -4.7% 133,224 $8.1M
Novare Capital Management LLC 0.73% Add +52.8% 133,144 $8.1M
GHP Investment Advisors, Inc. 0.40% Reduce -0.4% 132,997 $8.1M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -68.4% 32,227 $8.1M
IFG Advisors, LLC 2.09% Add +5.6% 132,734 $8.1M
Exencial Wealth Advisors, LLC 0.30% Reduce -4.0% 132,560 $8.1M
Great Valley Advisor Group, Inc. 0.24% Reduce -3.3% 131,762 $8.0M
Magnolia Capital Management Ltd. 6.77% Reduce -0.1% 131,245 $8.0M
Campion Asset Management 6.16% Add +18.1% 131,221 $8.0M
Mascoma Wealth Management LLC 2.25% Reduce -1.4% 129,968 $7.9M
First National Bank of Hutchinson 5.24% Reduce -4.4% 129,215 $7.8M
Private Trust Co. NA 0.85% Add +0.9% 129,208 $7.8M
WASHINGTON TRUST Co 0.29% Add +6.4% 129,040 $7.8M
Buckingham Strategic Wealth, LLC 0.08% Add +4.9% 129,014 $7.8M
Stratos Wealth Advisors, LLC 0.46% Add +8.1% 128,560 $7.8M
Richwood Investment Advisors, LLC 6.92% Reduce -1.8% 128,406 $7.8M
MetLife Investment Management, LLC 0.05% Reduce -0.8% 128,300 $7.8M
EPG Wealth Management LLC 1.90% Reduce -0.4% 128,016 $7.8M
Advisors Capital Management, LLC 0.14% Add +14.8% 127,492 $7.7M
GC Wealth Management RIA, LLC 1.55% Add +1900.7% 127,045 $7.7M
Hilltop Partners LLC 2.75% Reduce -41.6% 126,828 $7.7M
Halpern Financial, Inc. 2.23% Reduce -1.7% 128,603 $7.7M
Fiduciary Group, LLC 0.84% Add +3.8% 126,651 $7.7M
Citizens National Bank Trust Department 1.78% Add +1.0% 126,448 $7.7M
Cahill Wealth Management, LLC 4.47% No change 126,408 $7.7M
Boyd Wealth Management, LLC 4.37% Reduce -30.5% 126,059 $7.7M
Flagstar Securities, Inc. 2.12% Add +10.5% 125,465 $7.6M
Brown Brothers Harriman & Co. 0.06% Add +24.4% 125,411 $7.6M
Rogco, LP 3.11% Reduce -1.9% 125,354 $7.6M
Harbour Investments, Inc. 0.27% Add +3.5% 125,137 $7.6M
Pettyjohn, Wood & White, Inc. 1.50% Add +0.6% 124,402 $7.6M
Sterling Investment Advisors LLC 4.43% No change 124,335 $7.6M
Atlanta Consulting Group Advisors, LLC 2.60% — 123,926 $7.5M
Atticus Wealth Management, LLC 2.46% Add +4.5% 123,647 $7.5M
Capital Investment Advisory Services, LLC 0.80% Add +1.9% 123,595 $7.5M
Tectonic Advisors LLC 0.57% No change 123,485 $7.5M
Canal Capital Management, LLC 1.25% Reduce -0.4% 122,886 $7.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.17% Reduce -87.1% 122,650 $7.4M
Destiny Capital Corp 5.17% Add +7.3% 122,215 $7.4M
Wesbanco Bank Inc. 0.28% Add +3.8% 122,115 $7.4M
Asset Allocation Strategies LLC 2.61% Add +8.1% 121,822 $7.4M
Wela Strategies, Inc. 3.49% Reduce -51.5% 121,496 $7.4M
Bank of Hawaii 0.36% Reduce -3.9% 121,280 $7.4M
State of Wisconsin Investment Board 0.02% Reduce -31.2% 120,850 $7.3M
Pitcairn Co. 0.47% Add +311.1% 120,425 $7.3M
Dupont Capital Management Corp. 0.61% Reduce -72.3% 120,380 $7.3M
Lake Street Private Wealth, LLC 1.01% Add +1181.2% 119,409 $7.3M
Econ Financial Services Corp 4.48% Reduce -8.2% 118,735 $7.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.5% 117,937 $7.2M
Boltwood Capital Management 2.22% Reduce -0.5% 117,905 $7.2M
Meridian Financial Advisors, LLC 5.34% Reduce -0.7% 117,827 $7.2M
PCA Investment Advisory Services Inc. 3.99% Add +3.7% 116,894 $7.1M
RFP Financial Group LLC 2.76% Add +3.0% 116,592 $7.1M
HB Wealth Management, LLC 0.09% Add +13.1% 115,958 $7.0M
Buckingham Capital Management, Inc. 0.86% Reduce -0.8% 115,545 $7.0M
Prospera Financial Services Inc 0.21% Add +1.2% 115,506 $7.0M
KOM Wealth Management Group, LLC 6.90% Reduce -22.9% 115,458 $7.0M
Wealth Quarterback LLC 3.92% Reduce -6.7% 115,448 $7.0M
Councilor Wealth, LLC 3.50% Reduce -15.6% 115,150 $7.0M
Topel & Distasi Wealth Management, LLC 3.09% No change 115,095 $7.0M
IFS Advisors, LLC 6.06% Reduce -0.5% 114,280 $6.9M
Alliance Wealth Advisors, LLC 4.35% Add +1.6% 113,290 $6.9M
Client First Capital LLC 4.77% Add +72.9% 112,026 $6.8M
Penserra Capital Management LLC 0.09% New 111,905 $6.8M
Jefferies Financial Group Inc. 0.15% Reduce -6.8% 111,721 $6.8M
Regal Investment Advisors LLC 0.46% Add +1.1% 110,869 $6.7M
American National Bank & Trust 0.89% Reduce -1.5% 110,835 $6.7M
Trinity Financial Advisors LLC 3.03% Add +11.6% 110,786 $6.7M
Triad Wealth Partners, LLC 5.16% — 110,703 $6.7M
Peapack Gladstone Financial Corp. 0.10% Add +1.6% 110,231 $6.7M
Norway Savings Bank 2.79% Add +11.3% 109,976 $6.7M
Wescott Financial Advisory Group, LLC 0.83% Reduce -2.0% 109,494 $6.7M
Pinnacle Bancorp, Inc. 1.97% Reduce -1.8% 109,456 $6.6M
Armbruster Capital Management, Inc. 1.41% Reduce -3.9% 108,815 $6.6M
Sheets Smith Wealth Management 0.74% Reduce -0.4% 108,253 $6.6M
London Co. of Virginia 0.03% Reduce -61.5% 107,956 $6.6M
Afg Fiduciary Services Limited Partnership 4.85% Reduce -3.1% 109,260 $6.6M
Legacy Trust 1.63% Reduce -2.2% 107,730 $6.5M
SPC Financial, Inc. 0.61% Add +13.3% 107,718 $6.5M
Farther Finance Advisors, LLC 0.40% Reduce -0.8% 108,121 $6.5M
IFP Advisors, Inc 0.29% Reduce -5.6% 107,431 $6.5M
Smith Shellnut Wilson LLC 3.44% Reduce -1.6% 106,888 $6.5M
LBMC Investment Advisors, LLC 0.56% Add +4.8% 106,700 $6.5M
GYL Financial Synergies, LLC 0.51% Reduce -0.4% 106,690 $6.5M
Cottage Street Advisors LLC 3.91% Reduce -0.3% 106,606 $6.5M
Ewa, LLC 2.91% Reduce -59.1% 108,103 $6.5M
CENTRAL TRUST Co 0.16% Reduce -4.1% 106,313 $6.5M
Strategic Financial Concepts, LLC 1.55% Add +69.8% 105,881 $6.4M
Triangle Securities Wealth Management 1.81% Add +1.9% 104,658 $6.4M
Birch Hill Investment Advisors LLC 0.31% Add +1.9% 104,069 $6.3M
Rehmann Capital Advisory Group 0.47% Add +0.2% 103,595 $6.3M
Pettinga Financial Advisors LLC 1.60% Reduce -2.9% 103,127 $6.3M
GenTrust, LLC 0.38% Reduce -1.7% 101,778 $6.2M
Snowden Capital Advisors LLC 0.20% Reduce -24.7% 101,739 $6.2M
Mgo One Seven LLC 0.32% Reduce -8.9% 101,235 $6.1M
Crew Capital Management, Ltd 4.99% Add +392.9% 100,988 $6.1M
SlateStone Wealth, LLC 0.61% Add +9.4% 100,305 $6.1M
Richardson Capital Management LLC 4.97% Add +17601.4% 100,013 $6.1M
Mather Group, Llc. 0.10% Reduce -80.1% 21,893 $6.1M
Pennsylvania Capital Management Inc. 2.51% Reduce -6.0% 99,738 $6.1M
Affinity Capital Advisors, LLC 1.35% Add +31.5% 99,645 $6.1M
Financial Council, LLC 3.57% Reduce -0.2% 99,350 $6.0M
Delta Wealth Advisors LLC 6.21% — 99,004 $6.0M
Alpha Financial Partners LLC 5.47% Add +2.9% 98,907 $6.0M
FRG Family Wealth Advisors LLC 1.17% No change 104,245 $6.0M
Wrapmanager Inc. 1.63% Add +23.9% 96,607 $5.9M
Pure Financial Advisors, LLC 0.18% Reduce -5.6% 95,987 $5.8M
Global Trust Asset Management, LLC 2.39% Add +2.3% 95,935 $5.8M
ProVise Management Group, LLC 0.50% Reduce -2.7% 95,630 $5.8M
Belpointe Asset Management LLC 0.43% Add +140.2% 95,587 $5.8M
Parsons Capital Management Inc. 0.40% Reduce -4.4% 95,277 $5.8M
SOL Capital Management CO 0.73% Reduce -3.8% 95,115 $5.8M
Dakota Wealth Management 0.14% Reduce -32.4% 94,930 $5.8M
David J Yvars Group 3.88% Reduce -0.3% 94,688 $5.8M
Old Mission Investment Co LLC 1.92% Reduce -0.7% 94,621 $5.7M
Caldwell Trust Co 0.67% Add +15.8% 94,458 $5.7M
Bigelow Investment Advisors, LLC 2.82% Add +7.9% 94,357 $5.7M
Alley Investment Management Company, LLC 0.78% Add +0.6% 93,798 $5.7M
Greenup Street Wealth Management LLC 1.43% Add +33.8% 93,669 $5.7M
Pacific Financial Group Inc. 3.91% Add +0.9% 93,309 $5.7M
Fifth Third Securities, Inc. 0.55% Add +1.6% 93,157 $5.7M
Old National Bancorp 0.13% Reduce -2.3% 93,061 $5.7M
Rathbones Group PLC 0.03% Add +8.0% 93,045 $5.7M
Essex Financial Services, Inc. 0.52% Add +3.0% 92,962 $5.6M
Cranbrook Wealth Management, LLC 1.43% Add +1.7% 92,946 $5.6M
AE Wealth Management LLC 0.06% Reduce -85.7% 92,861 $5.6M
Summit Financial Group, Inc. 2.00% Reduce -2.9% 92,740 $5.6M
Bellwether Advisors, LLC 1.24% No change 92,652 $5.6M
Balanced Wealth Group LLC 2.50% Reduce -45.0% 93,944 $5.6M
Mutual Advisors, LLC 0.18% Add +37.0% 92,068 $5.6M
Cynosure Group, LLC 1.00% Add +1.0% 91,733 $5.6M
USAdvisors Wealth Management, LLC 2.10% Reduce -3.9% 91,712 $5.6M
Syntax Research, Inc. 4.24% Reduce -1.5% 91,327 $5.5M
Principal Securities, Inc. 0.17% Add +8.1% 91,261 $5.5M
Bricktown Capital, LLC 1.12% No change 91,250 $5.5M
Fca Corp. 1.78% Reduce -0.1% 90,458 $5.5M
Centennial Bank 2.81% Reduce -4.4% 90,369 $5.5M
Fairway Wealth LLC 3.69% Add +12.2% 89,493 $5.4M
Creative Financial Designs Inc. 0.51% Add +16.2% 89,309 $5.4M
Clarus Wealth Advisors 3.07% Add +12.6% 92,277 $5.4M
Sowell Financial Services LLC 0.26% Reduce -1.7% 89,275 $5.4M
CreativeOne Wealth, LLC 0.22% Add +64.9% 89,148 $5.4M
Transcendent Capital Group LLC 3.15% Add +142.5% 89,147 $5.4M
Twin Focus Capital Partners, LLC 1.03% Add +0.4% 89,033 $5.4M
Opes Wealth Management LLC 1.24% Reduce -0.8% 88,103 $5.4M
First Merchants Corp. 0.40% Reduce -2.3% 87,496 $5.3M
Middleton & Co. Inc. 0.61% Add +8.3% 87,121 $5.3M
Midwest Professional Planners, LTD. 1.85% Reduce -1.4% 87,038 $5.3M
Legacy Private Trust Co. 0.38% Add +6.0% 86,660 $5.3M
CVA Family Office, LLC 0.93% Reduce -3.0% 86,125 $5.2M
Crestwood Advisors Group, LLC 0.11% Reduce -2.2% 85,990 $5.2M
Stephenson & Company, Inc. 3.80% Add +9.6% 85,592 $5.2M
Muirfield Wealth Advisors LLC 5.01% Reduce -0.8% 85,572 $5.2M
Clear Investment Research, LLC 6.95% Reduce -11.2% 85,046 $5.2M
Rebalance, LLC 0.42% Add +2.9% 85,028 $5.2M
Aspiriant, LLC 0.21% Reduce -7.8% 84,750 $5.1M
BayBridge Capital Group, LLC 4.47% Add +4.0% 89,754 $5.1M
Arete Wealth Advisors, LLC 0.47% Reduce -5.8% 84,347 $5.1M
New England Asset Management Inc. 0.83% No change 84,295 $5.1M
Foundations Investment Advisors, LLC 0.13% Add +43.5% 84,180 $5.1M
Cary Street Partners Investment Advisory LLC 0.22% Add +5.0% 84,089 $5.1M
Capital Advisory Group Advisory Services, LLC 2.41% Reduce -0.3% 83,545 $5.1M
Sound Stewardship, LLC 3.08% Add +4.1% 83,514 $5.1M
Leverty Financial Group, LLC 3.01% Add +2.0% 83,066 $5.0M
Gries Financial LLC 0.84% Reduce -3.1% 83,048 $5.0M
Cornerstone Wealth Management, LLC 0.41% Reduce -5.4% 82,675 $5.0M
Goldstein Advisors, LLC 0.86% Add +1.7% 82,538 $5.0M
Fidelis Capital Partners, LLC 0.76% Add +14.7% 82,330 $5.0M
KPP Advisory Services LLC 1.37% New 82,173 $5.0M
Trust Co of the South 1.15% Reduce -0.6% 81,665 $5.0M
Level Four Advisory Services, LLC 0.27% Reduce -80.0% 17,822 $4.9M
Securian Asset Management, Inc. 0.14% Reduce -3.6% 81,010 $4.9M
CRA Financial Services, LLC 1.06% Add +0.8% 80,420 $4.9M
Castle Wealth Management LLC 2.55% Reduce -9.8% 80,362 $4.9M
StrongBox Wealth, LLC 2.57% Add +184.1% 80,239 $4.9M
New York Life Investment Management LLC 0.05% New 80,178 $4.9M
Great Diamond Partners, LLC 1.12% Add +10.4% 80,141 $4.9M
Venture Visionary Partners LLC 0.23% Reduce -5.6% 80,005 $4.9M
Elevation Point Wealth Partners, LLC 0.37% Reduce -2.3% 79,774 $4.8M
Sonata Capital Group Inc. 2.20% Add +0.5% 79,701 $4.8M
Perritt Capital Management Inc 2.61% Reduce -0.3% 79,612 $4.8M
Ellerson Group Inc. 3.69% Reduce -0.3% 79,535 $4.8M
Sabal Trust CO 0.28% Add +13.0% 79,465 $4.8M
Composition Wealth, LLC 0.12% Reduce -8.5% 79,351 $4.8M
Brookstone Capital Management 0.09% Reduce -23.0% 79,236 $4.8M
American Century Companies Inc. 0.00% Add +11.4% 79,100 $4.8M
Hengehold Capital Management LLC 0.51% Add +4.8% 79,053 $4.8M
Watchman Group, Inc. 1.45% Add +6.1% 78,864 $4.8M
Sebold Capital Management, Inc. 3.23% Reduce -8.0% 78,694 $4.8M
TCTC Holdings, LLC 0.16% Add +5.3% 78,578 $4.8M
Flagship Private Wealth, LLC 3.08% Add +2.6% 78,502 $4.8M
MSH Capital Advisors LLC 1.67% Reduce -11.3% 78,447 $4.8M
Sterling Financial Planning, Inc. 1.93% Reduce -4.5% 78,384 $4.8M
Grey Ledge Advisors, LLC 1.34% Add +10.6% 78,135 $4.7M
Arrowroot Family Office, LLC 3.02% Add +6.7% 77,707 $4.7M
Seaview Investment Managers LLC 1.42% Add +7.2% 77,618 $4.7M
Greenfield Savings Bank 2.47% Add +6.8% 77,298 $4.7M
SOA Wealth Advisors, LLC. 0.97% Reduce -3.1% 77,029 $4.7M
Silver Oak Securities, Incorporated 0.71% Reduce -4.5% 76,899 $4.7M
Summit Financial, LLC 0.28% Add +8.6% 76,886 $4.7M
Agf Management Ltd. 0.03% Reduce -1.3% 76,425 $4.6M
LifeSteps Financial, Inc. 3.49% Reduce -3.3% 76,067 $4.6M
City Holding Co. 0.69% Add +7.4% 75,732 $4.6M
Sandy Cove Advisors, LLC 2.12% Add +2.5% 75,644 $4.6M
Dohj, LLC 1.22% Add +14.8% 75,557 $4.6M
First National Bank of Omaha 0.31% Reduce -10.3% 78,523 $4.6M
Forum Private Client Group LLC 2.22% Add +1.6% 75,399 $4.6M
PFG Private Wealth Management, LLC 2.88% Reduce -0.8% 75,358 $4.6M
Aprio Wealth Management, LLC 0.89% Add +662.5% 75,102 $4.6M
Focus Partners Advisor Solutions, LLC 0.13% Add +37.6% 74,869 $4.5M
United Community Bank 1.76% Add +3.6% 74,782 $4.5M
FC Advisory LLC 1.67% Add +1.2% 74,627 $4.5M
Two Sigma Securities, LLC 0.22% Add +1187.4% 74,539 $4.5M
Colonial Trust Co / SC 0.84% Add +0.3% 74,116 $4.5M
Smith Anglin Financial, LLC 0.46% Reduce -13.8% 73,956 $4.5M
Trust Co. of Oklahoma 1.59% Add +0.8% 73,705 $4.5M
Concourse Financial Group Securities, Inc. 0.29% Reduce -4.3% 73,544 $4.5M
Benchmark Financial Wealth Advisors, LLC 1.71% Reduce -7.9% 73,507 $4.5M
Money Concepts Capital Corp. 0.41% Add +11.8% 72,852 $4.4M
Sather Financial Group Inc 0.32% Reduce -1.4% 72,825 $4.4M
Simplicity Wealth,LLC 0.11% New 72,742 $4.4M
Nepc LLC 0.15% No change 72,425 $4.4M
Summit Wealth Partners, LLC 0.94% Add +9.2% 72,222 $4.4M
PFG Advisors 0.32% Reduce -1.7% 71,949 $4.4M
HighMark Wealth Management LLC 2.69% Add +3.7% 71,537 $4.3M
Hilltop Holdings Inc. 0.48% Add +3.6% 71,480 $4.3M
Sage Financial Management Group, Inc. 2.05% Add +4.9% 71,316 $4.3M
Ellevest, Inc. 0.27% Add +25.2% 71,289 $4.3M
Heritage Investors Management Corp. 0.15% Add +0.3% 71,205 $4.3M
River Wealth Advisors LLC 0.63% Reduce -5.6% 70,955 $4.3M
TD Waterhouse Canada Inc. 0.03% Reduce -4.9% 61,526 $4.3M
IHT Wealth Management, LLC 0.17% Add +5.5% 70,865 $4.3M
Quad-Cities Investment Group, LLC 2.52% Add +5.2% 70,863 $4.3M
Partnership Wealth Management, LLC 3.02% Add +2.7% 70,825 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.2% 70,549 $4.3M
Vestor Capital, LLC 0.36% Reduce -19.6% 69,889 $4.2M
Good Life Advisors, LLC 0.37% Reduce -5.6% 69,412 $4.2M
Guardian Asset Advisors, LLC 3.49% Add +33.7% 69,185 $4.2M
Verus Financial Partners, Inc. 0.49% Reduce -1.0% 68,965 $4.2M
North Star Asset Management Inc. 0.20% Reduce -60.0% 68,956 $4.2M
Jane Street Group, LLC 0.01% New 68,663 $4.2M
Westwood Holdings Group Inc. 0.03% Add +1.2% 68,270 $4.1M
United Bank 2.10% Reduce -0.8% 68,112 $4.1M
Wedmont Private Capital 0.30% Add +0.3% 68,884 $4.1M
NBT Bank, N.A. 0.30% Add +10.5% 67,810 $4.1M
Landmark Wealth Management, LLC 1.90% Reduce -4.5% 67,629 $4.1M
Element Wealth, LLC 2.40% Reduce -0.8% 67,599 $4.1M
Foundry Financial Group, Inc. 2.93% Reduce -2.3% 67,514 $4.1M
GTS Securities LLC 0.11% Reduce -71.1% 66,717 $4.1M
Moller Wealth Partners 1.10% No change 66,624 $4.0M
Alliance Wealth Management Group 1.19% Add +3.5% 66,583 $4.0M
Brighton Jones LLC 0.15% Reduce -0.3% 66,485 $4.0M
Manhattan West Asset Management, LLC 0.97% Add +0.9% 66,392 $4.0M
Smithbridge Asset Management Inc. 0.83% No change 65,975 $4.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -38.5% 65,810 $4.0M
Annapolis Financial Services, LLC 1.31% Reduce -4.3% 65,725 $4.0M
Welch & Forbes LLC 0.05% Reduce -6.6% 64,985 $3.9M
Laird Norton Wetherby Trust Company, LLC 0.53% New 64,825 $3.9M
Gryphon Financial Partners LLC 0.67% Reduce -3.6% 64,632 $3.9M
Newman Dignan & Sheerar, Inc. 1.04% Reduce -1.2% 64,176 $3.9M
Central Bank & Trust Co. 0.55% Reduce -2.8% 64,096 $3.9M
Olympus Wealth Management, LLC 2.31% Reduce -21.6% 64,034 $3.9M
Busey Bank 0.14% Add +18.5% 63,971 $3.9M
Parisi Gray Wealth Management 1.46% Reduce -8.1% 63,969 $3.9M
Headinvest, LLC 0.75% Add +0.5% 63,610 $3.9M
VCI Wealth Management LLC 2.60% Reduce -17.3% 63,344 $3.8M
ForthRight Wealth Management, LLC 1.38% Reduce -2.1% 63,278 $3.8M
VitalStone Financial, LLC 2.93% Reduce -11.7% 63,200 $3.8M
Joel Isaacson & Co., LLC 0.21% Add +8.3% 62,935 $3.8M
Kowal Investment Group, LLC 0.83% Add +3.2% 62,920 $3.8M
Breakwater Capital Group 0.96% Reduce -1.3% 62,797 $3.8M
Platte River Wealth Advisors, LLC 1.08% Add +7.5% 62,440 $3.8M
Neuberger Berman Group LLC 0.00% Reduce -2.5% 62,242 $3.8M
Newton One Investments LLC 1.66% Reduce -0.7% 62,069 $3.8M
Valeo Financial Advisors, LLC 0.13% Add +4.5% 64,679 $3.7M
HTG Investment Advisors, Inc. 2.16% Add +5.6% 61,446 $3.7M
Willis Johnson & Associates, Inc. 0.32% Add +0.7% 61,024 $3.7M
Spinnaker Trust 0.24% Reduce -2.4% 60,979 $3.7M
Deutsche Bank AG 0.00% No change 60,955 $3.7M
Northstar Advisory Group, LLC 2.23% Reduce -63.5% 61,683 $3.7M
Evergreen Capital Management LLC 0.14% Add +18.8% 60,692 $3.7M
PFG Investments, LLC 0.22% Add +767.3% 60,496 $3.7M
McGlone Suttner Wealth Management, Inc. 0.69% Reduce -4.9% 60,130 $3.7M
Wealthspan Partners, LLC 2.14% Reduce -5.3% 59,917 $3.6M
Counterweight Ventures, LLC 2.92% Reduce -25.4% 59,755 $3.6M
Creekmur Asset Management LLC 1.24% Reduce -36.6% 59,654 $3.6M
Farmers Trust Co. 0.73% Add +3.0% 59,600 $3.6M
Beirne Wealth Consulting Services, LLC 1.53% Add +1.5% 59,379 $3.6M
JPL Wealth Management, LLC 1.98% Add +29.4% 58,971 $3.6M
RDA Financial Network 1.23% Reduce -0.6% 58,809 $3.6M
Jaffetilchin Investment Partners, LLC 0.32% Reduce -0.8% 58,783 $3.6M
Nilsine Partners, LLC 0.48% Reduce -0.7% 58,460 $3.6M
Perennial Investment Advisors, LLC 0.54% Add +4.7% 58,337 $3.5M
Wellspring Financial Advisors, LLC 0.56% Reduce -79.6% 1,280,676 $3.5M
Aua Capital Management, LLC 2.04% Reduce -1.6% 58,255 $3.5M
MidAtlantic Capital Management, Inc. 3.10% Add +0.5% 58,188 $3.5M
Bleakley Financial Group, LLC 0.10% Reduce -2.7% 58,018 $3.5M
Boston Family Office LLC 0.25% Add +2.0% 57,914 $3.5M
Cozad Asset Management Inc. 0.36% Add +4.4% 57,569 $3.5M
Palisade Asset Management, LLC 0.34% Reduce -0.6% 56,910 $3.5M
Bradley Foster & Sargent Inc. 0.06% Reduce -1.3% 56,884 $3.5M
Forza Wealth Management, LLC 1.79% No change 56,785 $3.4M
SpiderRock Advisors, LLC 0.11% — 59,030 $3.4M
Eagle Strategies LLC 0.76% New 56,591 $3.4M
Beacon Capital Management, Inc. 0.14% Add +2.0% 56,876 $3.4M
Crumly & Associates Inc. 0.90% Reduce -2.4% 56,373 $3.4M
NewEdge Wealth, LLC 0.08% Add +22.5% 58,911 $3.4M
Kickstand Ventures, Llc. 0.96% Reduce -54.3% 56,010 $3.4M
Empower Advisory Group, LLC 0.01% Add +14.4% 55,424 $3.4M
Wealth Alliance, LLC 0.44% Reduce -7.3% 55,043 $3.3M
Geneos Wealth Management Inc. 0.15% Reduce -3.1% 54,938 $3.3M
Lyell Wealth Management, LP 0.34% Add +3.7% 54,930 $3.3M
NorthRock Partners, LLC 0.13% Add +33.1% 54,826 $3.3M
Unionview, LLC 2.75% Add +0.9% 54,686 $3.3M
WCG Wealth Advisors LLC 0.28% Reduce -5.5% 54,603 $3.3M
Csenge Advisory Group 0.19% Add +8.5% 54,541 $3.3M
Wetzel Investment Advisors, Inc. 1.95% Add +0.7% 58,655 $3.3M
RTD Financial Advisors, Inc. 0.44% Add +59.5% 54,389 $3.3M
Kaydan Wealth Management, Inc. 1.12% Add +15.4% 54,196 $3.3M
Cornerstone Advisors Asset Management, LLC 1.16% No change 54,110 $3.3M
Pillar Wealth Advisors, LLC 2.47% Add +16.2% 53,929 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.16% Reduce -6.6% 53,715 $3.3M
Financial Strategies Group, Inc. 0.88% Reduce -9.9% 54,376 $3.3M
HM Payson & Co. 0.06% Add +1.9% 53,605 $3.3M
Harbor Investment Advisory, LLC 0.34% Reduce -11.5% 53,589 $3.3M
AA Financial Advisors, LLC 1.31% Add +0.7% 53,537 $3.3M
Stephens Inc. 0.05% Reduce -3.0% 53,243 $3.2M
Fernwood Investment Management, LLC 0.94% Reduce -5.3% 53,135 $3.2M
Sweet Financial Partners, LLC 0.74% Add +14.8% 53,040 $3.2M
Cadence Bank 0.23% Reduce -3.8% 52,891 $3.2M
Consolidated Portfolio Review Corp 0.84% Reduce -4.8% 52,579 $3.2M
Orion Capital Management LLC 1.69% Reduce -25.2% 52,202 $3.2M
Park Place Capital Corp 1.13% Reduce -17.9% 52,109 $3.2M
Washburn Capital Management, Inc. 2.34% Reduce -8.6% 52,040 $3.2M
Wealth Group Ltd 0.97% Reduce -5.7% 52,625 $3.1M
Wolverine Trading, LLC 0.03% New 51,705 $3.1M
Hirtle & Co., LLC 0.16% No change 51,700 $3.1M
C2C Wealth Management, LLC 3.11% No change 51,655 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +123.5% 51,550 $3.1M
UNIVEST FINANCIAL Corp 0.88% Reduce -1.0% 51,248 $3.1M
Advus Financial Partners, LLC 0.96% Reduce -2.9% 51,017 $3.1M
Strategic Wealth Partners Group, LLC 0.34% Add +14.6% 51,016 $3.1M
Heritage Wealth Management, Inc./Texas 2.01% Reduce -1.7% 50,982 $3.1M
Embree Financial Group 0.60% Reduce -7.8% 50,707 $3.1M
Ieq Capital, LLC 0.04% Add +7.6% 50,700 $3.1M
Summit Investment Advisory Services, LLC 1.81% Reduce -0.3% 50,246 $3.1M
Grey Fox Wealth Advisors, LLC 1.14% Reduce -0.5% 50,044 $3.0M
Boston Research & Management Inc. 0.74% Reduce -1.9% 49,501 $3.0M
Camden National Bank 0.53% Reduce -7.5% 49,457 $3.0M
Bowman & Co S.C. 1.81% Add +228.1% 48,963 $3.0M
Schonfeld Strategic Advisors LLC 0.02% New 48,914 $3.0M
HBK Sorce Advisory LLC 0.10% Reduce -0.9% 48,907 $3.0M
Townsend Asset Management Corp. /NC/ 1.18% Reduce -0.3% 48,892 $3.0M
Continuum Advisory, LLC 0.44% Add +1.0% 49,574 $3.0M
Legacy Financial Advisors, Inc. 0.53% Add +8.6% 48,753 $3.0M
Bank of New Hampshire 0.77% Add +0.8% 48,314 $2.9M
General Partner, Inc. 1.83% Add +11.0% 48,050 $2.9M
Bryn Mawr Trust Advisors, LLC 0.17% Add +11.2% 48,035 $2.9M
Mission Wealth Management, LP 0.08% Add +45.4% 47,997 $2.9M
Biltmore Family Office, LLC 0.57% Reduce -0.8% 47,981 $2.9M
Etfidea, LLC 0.99% Reduce -0.7% 47,908 $2.9M
Flagship Harbor Advisors, LLC 0.19% Add +53.5% 47,878 $2.9M
Lebenthal Global Advisors, LLC 0.65% Reduce -1.5% 47,818 $2.9M
360 Financial, Inc. 1.13% Add +3.3% 47,782 $2.9M
GW Henssler & Associates Ltd. 0.17% Reduce -7.0% 47,661 $2.9M
Prosperity Financial Group, Inc. 1.78% Add +461.8% 47,468 $2.9M
IMC-Chicago, LLC 0.10% New 47,321 $2.9M
Patten Group, Inc. 0.71% Reduce -2.5% 47,190 $2.9M
New England Private Wealth Advisors LLC 0.50% Add +0.3% 47,340 $2.9M
Merit Financial Group, LLC 0.07% Add +20.1% 48,835 $2.9M
Premier Path Wealth Partners, LLC 0.54% Add +14.9% 46,998 $2.9M
Arbor Trust Wealth Advisors, LLC 1.56% Add +0.8% 48,380 $2.8M
Buffington Mohr McNeal 0.51% Reduce -1.3% 46,784 $2.8M
FLC Capital Advisors 0.72% No change 46,690 $2.8M
Convergence Financial, LLC 1.15% Add +718.6% 45,883 $2.8M
Intrua Financial, LLC 0.43% Reduce -22.1% 45,661 $2.8M
Townsquare Capital LLC 0.04% Reduce -18.8% 45,526 $2.8M
Private Portfolio Partners LLC 0.58% Add +7.0% 45,454 $2.8M
Diversified Portfolios, Inc. 0.39% Add +4.0% 45,450 $2.8M
Carnegie Investment Counsel 0.09% Reduce -7.8% 45,264 $2.7M
Apexium Financial, LP 0.21% Reduce -0.6% 45,256 $2.7M
Birchcreek Wealth Management, LLC 1.44% Add +7.2% 45,187 $2.7M
Moloney Securities Asset Management, LLC 0.42% Add +5.1% 45,131 $2.7M
SigFig Wealth Management, LLC 0.10% Reduce -0.7% 44,960 $2.7M
Steward Partners Investment Solutions, LLC 0.46% New 44,718 $2.7M
Next Capital Management LLC 1.10% Add +1.7% 44,633 $2.7M
Higgins & Schmidt Wealth Strategies LLC 1.99% Add +0.9% 44,506 $2.7M
Glassman Wealth Services 0.54% Add +4.4% 44,270 $2.7M
Private Wealth Group, LLC 1.39% Add +3.0% 44,240 $2.7M
Gilbert & Cook, Inc. 0.36% Reduce -2.1% 44,043 $2.7M
Claro Advisors Inc. 0.46% Add +2.9% 43,844 $2.7M
SevenBridge Financial Group, LLC 0.60% Reduce -8.4% 45,072 $2.6M
Arvest Trust Co. N A 0.15% Reduce -6.7% 43,265 $2.6M
ERn Financial, LLC 0.45% Reduce -1.6% 43,158 $2.6M
Vista Investment Management 1.07% Add +0.4% 43,094 $2.6M
Hilltop National Bank 0.88% — 42,845 $2.6M
Quadcap Wealth Management, LLC 0.59% Reduce -1.8% 42,770 $2.6M
Steigerwald, Gordon & Koch Inc. 0.32% Add +0.8% 42,681 $2.6M
Walkner Condon Financial Advisors LLC 0.55% Add +3.2% 42,577 $2.6M
Strategic Blueprint, LLC 0.18% Add +19.3% 42,488 $2.6M
Weinberger Asset Management, Inc 1.25% Reduce -7.1% 42,475 $2.6M
Delta Financial Advisors LLC 1.02% No change 42,470 $2.6M
Brady Family Wealth, LLC 0.84% No change 42,427 $2.6M
Burke & Herbert Bank & Trust Co. 1.93% Add +0.8% 42,159 $2.6M
Willow Creek Wealth Management Inc. 0.30% Add +0.2% 41,835 $2.5M
KCM Investment Advisors LLC 0.09% Reduce -1.8% 41,543 $2.5M
Fairman Group, LLC 2.37% Add +24.9% 41,357 $2.5M
CPC Advisors, LLC 0.43% Reduce -1.4% 41,260 $2.5M
Keel Point, LLC 0.26% No change 41,185 $2.5M
Congress Park Capital LLC 1.11% Add +3.1% 41,136 $2.5M
SWP Financial LLC 1.75% Add +14.4% 41,125 $2.5M
Broadview Financial Management, LLC 1.81% Reduce -2.3% 40,910 $2.5M
Wedbush Securities Inc. 0.09% Reduce -5.3% 40,798 $2.5M
First County Bank 1.21% Reduce -13.9% 40,763 $2.5M
Stock Yards Bank & Trust Co. 0.08% Add +4.4% 40,750 $2.5M
Tritonpoint Wealth, LLC 0.26% Reduce -36.4% 43,055 $2.5M
Providence Capital Advisors, LLC 0.54% Add +3.2% 40,671 $2.5M
Bridge Advisory, LLC 1.22% Reduce -23.5% 40,624 $2.5M
Private Capital Management, LLC 0.28% Add +0.5% 40,544 $2.5M
Accurate Wealth Management, LLC 0.72% Reduce -7.0% 43,447 $2.5M
Spectrum Asset Management, Inc. (NB/CA) 1.05% New 40,380 $2.5M
Nikulski Financial, Inc. 0.81% Add +2.7% 40,315 $2.4M
Cascade Wealth Advisors, Inc 2.07% — 42,147 $2.4M
Center for Financial Planning, Inc. 0.36% Add +0.3% 40,024 $2.4M
Roger Wittlin Investment Advisory, LLC 1.70% Reduce -62.5% 40,002 $2.4M
Jacobi Capital Management LLC 0.22% Reduce -0.2% 39,843 $2.4M
Citizens Business Bank 0.50% No change 39,741 $2.4M
Fortitude Family Office, LLC 1.61% Reduce -4.7% 39,338 $2.4M
Capital Advisors, Ltd. LLC 0.31% Reduce -2.3% 39,333 $2.4M
Triton Financial Group Inc 1.68% Reduce -0.9% 38,985 $2.4M
Bensler, LLC 0.34% Add +2.4% 38,914 $2.4M
NorthLanding Financial Partners, LLC 2.57% Reduce -2.8% 38,849 $2.4M
Wilbanks Smith & Thomas Asset Management LLC 0.07% Add +1.6% 38,828 $2.4M
1834 Investment Advisors Co. 0.28% Reduce -0.3% 38,739 $2.4M
Guggenheim Capital LLC 0.02% Reduce -10.3% 38,356 $2.3M
Astoria Strategic Wealth, Inc. 0.74% Add +0.2% 38,248 $2.3M
Investment Advisory Services Inc. /TX 0.85% Add +1.2% 38,210 $2.3M
Rockland Trust Co. 0.12% Reduce -6.5% 37,950 $2.3M
Lakeshore Financial Planning, Inc. 1.16% Reduce -1.0% 37,890 $2.3M
MY Wealth Management Inc. 2.53% Reduce -37.9% 37,765 $2.3M
Capital Group Private Client Services, Inc. 0.02% Add +12.3% 37,705 $2.3M
Koshinski Asset Management, Inc. 0.23% Reduce -6.2% 37,545 $2.3M
Cowa, LLC 1.33% Reduce -1.8% 37,262 $2.3M
Gainplan LLC 1.09% Add +4.3% 37,272 $2.3M
Estate Counselors, LLC 0.26% New 37,175 $2.3M
Clifford Swan Investment Counsel LLC 0.08% Add +5.5% 37,065 $2.3M
GEM Asset Management, LLC 1.51% Add +0.6% 39,670 $2.2M
Letson Investment Management, Inc. 0.95% No change 36,790 $2.2M
CIC Wealth, LLC 0.65% Add +0.2% 36,749 $2.2M
Verdence Capital Advisors LLC 0.20% Add +5.7% 36,708 $2.2M
High Net Worth Advisory Group LLC 0.70% Add +2.0% 36,496 $2.2M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.5% 36,485 $2.2M
ICA Group Wealth Management, LLC 0.44% Reduce -12.7% 36,327 $2.2M
Washington Trust Bank 0.21% No change 36,095 $2.2M
FinTrust Capital Advisors, LLC 0.42% Reduce -1.1% 35,831 $2.2M
Navellier & Associates Inc. 0.27% No change 35,825 $2.2M
Maple Capital Management, Inc. 0.20% Add +21.9% 35,810 $2.2M
Revolve Wealth Partners, LLC 0.37% Reduce -1.3% 35,793 $2.2M
Diversify Advisory Services, LLC 0.13% — 35,990 $2.2M
Kohmann Bosshard Financial Services, LLC 0.30% No change 35,650 $2.2M
Arcadia Investment Advisors LLC 1.23% Reduce -3.2% 35,587 $2.2M
Benjamin F. Edwards & Company, Inc. 0.04% Reduce -9.5% 35,431 $2.2M
Azimuth Capital Investment Management LLC 0.09% Reduce -1.7% 35,385 $2.1M
Enzi Wealth 1.00% Reduce -0.8% 37,370 $2.1M
St. Clair Advisors, LLC 0.69% No change 35,186 $2.1M
PSI Advisors, LLC 0.77% Reduce -8.3% 35,176 $2.1M
Three Seasons Wealth, LLC 1.49% No change 35,698 $2.1M
Ategra Capital Management, LLC 0.98% Reduce -1.8% 34,996 $2.1M
Galvin, Gaustad & Stein, LLC 0.20% Reduce -5.4% 34,958 $2.1M
Colony Family Offices, LLC 0.69% No change 34,930 $2.1M
Opinicus Capital, Inc. 1.88% Add +14.1% 34,859 $2.1M
Well Done, LLC 0.41% Reduce -0.8% 34,744 $2.1M
Tiemann Investment Advisors, LLC 0.94% Add +4.8% 34,715 $2.1M
United Bank 0.25% Reduce -5.0% 34,691 $2.1M
LCNB Corp. 0.76% Reduce -1.1% 34,485 $2.1M
Ballew Advisors, Inc 1.44% Reduce -4.7% 35,518 $2.1M
Betterment LLC 0.01% Reduce -2.9% 34,334 $2.1M
Wolf Group Capital Advisors 0.98% Reduce -80.0% 7,917 $2.1M
Amplius Wealth Advisors, LLC 0.23% No change 33,976 $2.1M
Leo Wealth, LLC 0.21% Reduce -37.8% 33,966 $2.1M
Stelac Advisory Services LLC 0.96% Add +10.7% 33,780 $2.1M
Philadelphia Trust Co. 0.16% No change 33,765 $2.1M
Missouri Trust & Investment Co 0.78% Add +1.5% 33,310 $2.0M
Macroview Investment Management LLC 2.23% Add +2.4% 33,130 $2.0M
Pitti Group Wealth Management, LLC 2.24% Reduce -1.1% 34,151 $2.0M
Oldfather Financial Services, LLC 0.83% No change 33,019 $2.0M
Fulton Bank, N.A. 0.08% Add +9.6% 32,912 $2.0M
9258 Wealth Management, LLC 0.31% Reduce -6.5% 32,898 $2.0M
Corundum Group, Inc. 0.96% No change 32,890 $2.0M
Regatta Capital Group, LLC 0.45% Reduce -6.3% 32,776 $2.0M
Darden Wealth Group Inc 1.56% Reduce -1.7% 32,630 $2.0M
Exchange Bank 1.62% Reduce -2.9% 32,360 $2.0M
Nwam LLC 0.16% Reduce -68.2% 32,639 $2.0M
Forte Asset Management LLC 1.19% Add +4.8% 32,324 $2.0M
waypoint wealth counsel 1.51% Add +0.1% 32,283 $2.0M
Campbell Wealth Management 0.19% Reduce -2.2% 32,260 $2.0M
BigSur Wealth Management LLC 0.61% Reduce -5.8% 32,250 $2.0M
Ignite Planners, LLC 0.55% Reduce -1.0% 32,425 $2.0M
Bedel Financial Consulting, Inc. 0.31% Reduce -0.8% 32,027 $1.9M
Oakworth Capital, Inc. 0.15% Reduce -1.5% 31,935 $1.9M
Capasso Planning Partners LLC 0.80% Add +6.5% 31,874 $1.9M
Investment Partners, LTD. 0.88% No change 31,870 $1.9M
Parkside Financial Bank & Trust 0.31% Reduce -1.9% 31,713 $1.9M
CBIZ Investment Advisory Services, LLC 0.13% Add +21.4% 31,463 $1.9M
Vectors Research Management, LLC 0.53% No change 31,158 $1.9M
Keeley-Teton Advisors, LLC 0.23% Add +271.2% 31,124 $1.9M
Baker Avenue Asset Management, LP 0.07% Reduce -1.1% 31,049 $1.9M
Objective Capital Management, LLC 1.27% Reduce -7.9% 30,991 $1.9M
Tranquility Partners, LLC 0.73% Add +2.7% 30,966 $1.9M
Element Pointe Advisors, LLC 0.48% Reduce -83.0% 30,805 $1.9M
International Assets Investment Management, LLC 0.20% Add +0.7% 30,915 $1.9M
Evoke Wealth, LLC 0.06% New 30,713 $1.9M
Private Capital Management LLC 0.41% Reduce -37.3% 30,673 $1.9M
Bank Hapoalim BM 0.25% Reduce -44.5% 30,673 $1.9M
One Wealth Advisors, LLC 0.32% Reduce -1.9% 30,470 $1.9M
First Foundation Advisors 0.07% Add +2.9% 30,363 $1.8M
Glass Jacobson Investment Advisors llc 0.69% Reduce -6.0% 30,356 $1.8M
Capital City Trust Co. 0.51% No change 30,290 $1.8M
Allegheny Financial Group 0.57% Reduce -3.2% 30,196 $1.8M
Novak & Powell Financial Services, Inc. 1.37% Reduce -29.0% 30,181 $1.8M
Harbour Capital Advisors, LLC 0.45% No change 30,715 $1.8M
Saxon Interests, Inc. 0.87% Reduce -1.2% 29,876 $1.8M
Connectus Wealth, LLC 0.05% Reduce -93.1% 29,871 $1.8M
Community Financial Services Group, LLC 0.41% — 29,725 $1.8M
Marcum Wealth, LLC 0.18% Add +2.5% 29,611 $1.8M
Beacon Bank & Trust 0.44% Reduce -3.1% 29,310 $1.8M
Cadinha & Co. LLC 0.31% Add +0.3% 29,262 $1.8M
Ascent Wealth Partners, LLC 0.26% Add +3.9% 29,251 $1.8M
VeraBank, N.A. 0.55% Reduce -6.9% 29,222 $1.8M
Private Ocean, LLC 0.19% Reduce -9.4% 29,148 $1.8M
Condor Capital Management 0.17% Reduce -1.2% 28,932 $1.8M
Aft, Forsyth & Company, Inc. 1.00% No change 28,882 $1.8M
Moors & Cabot, Inc. 0.09% Add +16.0% 28,754 $1.7M
M Holdings Securities, Inc. 0.29% New 28,677 $1.7M
Family Firm, Inc. 0.42% Reduce -2.2% 28,585 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.23% Reduce -29.3% 28,485 $1.7M
Taylor Financial Group, Inc. 1.32% Add +4.7% 28,450 $1.7M
Financial Partners Group, Inc 0.28% Add +1.5% 28,444 $1.7M
EverSource Wealth Advisors, LLC 0.14% Add +11.6% 30,140 $1.7M
Redwood Wealth Management Group, LLC 1.82% Add +0.2% 28,317 $1.7M
Mechanics Bank Trust Department 0.25% No change 28,255 $1.7M
Baron Financial Group, LLC 1.06% Add +1.2% 28,210 $1.7M
Moneywise, Inc. 0.93% Reduce -4.2% 28,143 $1.7M
Brown Miller Wealth Management, LLC 0.75% Reduce -2.4% 28,083 $1.7M
Rockwood Wealth Management, LLC 0.22% No change 27,978 $1.7M
Old North State Trust, LLC 1.43% — 27,945 $1.7M
Berkshire Asset Management LLC 0.09% No change 27,875 $1.7M
Rothschild Wealth LLC 0.60% — 27,863 $1.7M
Cooper Financial Group 0.28% Add +4.7% 27,808 $1.7M
Evensky & Katz LLC 0.12% Reduce -3.3% 27,733 $1.7M
Murphy, Middleton, Hinkle & Parker, Inc. 0.98% Reduce -0.1% 27,709 $1.7M
RFG Advisory, LLC 0.06% Add +7.8% 27,601 $1.7M
FAS Wealth Partners, Inc. 0.15% Reduce -2.8% 27,596 $1.7M
Round Rock Advisors LLC 0.40% Reduce -8.1% 27,589 $1.7M
Taylor & Morgan Wealth Management, LLC 1.22% Add +2.6% 27,329 $1.7M
XML Financial, LLC 0.17% Reduce -0.8% 27,283 $1.7M
Fiducient Advisors LLC 0.33% Add +6.4% 27,083 $1.6M
Eastern Bank 0.07% Reduce -4.9% 27,047 $1.6M
Amarillo National Bank 0.31% Reduce -3.9% 26,999 $1.6M
Aaron Wealth Advisors LLC 0.23% Reduce -15.6% 26,925 $1.6M
WP Advisors, LLC 0.54% Add +0.3% 26,899 $1.6M
CoreFirst Bank & Trust 1.02% Add +47.4% 26,860 $1.6M
Ascent Group, LLC 0.14% Reduce -8.4% 26,730 $1.6M
Pallas Capital Advisors LLC 0.07% Reduce -19.5% 26,657 $1.6M
Salem Investment Counselors Inc. 0.05% Reduce -1.5% 26,604 $1.6M
TrinityPoint Wealth, LLC 0.27% Add +4.0% 26,584 $1.6M
O'shaughnessy Asset Management, LLC 0.02% Add +60.1% 26,557 $1.6M
Coordinated Financial Services, Inc. 1.42% — 26,338 $1.6M
Mine & Arao Wealth Creation & Management, LLC. 0.79% Reduce -4.4% 26,278 $1.6M
Garden State Investment Advisory Services LLC 0.58% Add +10.1% 26,071 $1.6M
Prosperity Wealth Management, Inc. 0.75% Add +359.9% 25,937 $1.6M
TFB Advisors LLC 0.57% Add +20.4% 27,557 $1.6M
Grant/GrossMendelsohn, LLC 0.73% Reduce -7.1% 26,250 $1.6M
Chapin Davis, Inc. 0.57% Reduce -1.7% 25,899 $1.6M
Alhambra Investment Management LLC 0.86% Reduce -27.3% 25,802 $1.6M
Duncker Streett & Co. Inc. 0.31% Reduce -1.1% 25,784 $1.6M
Watershed Private Wealth LLC 0.69% Reduce -76.5% 25,710 $1.6M
KG Capital Management 0.62% Add +0.3% 25,596 $1.6M
Cordgrass Capital Advisors, LLC 0.48% Reduce -65.2% 25,542 $1.6M
Asset Allocation & Management Company, LLC 1.01% Add +1.2% 25,515 $1.6M
Reynders McVeigh Capital Management, LLC 0.09% Add +0.4% 25,400 $1.5M
Octavia Wealth Advisors, LLC 0.23% Add +5.0% 25,260 $1.5M
Wealth Effects LLC 0.57% Add +2.0% 25,255 $1.5M
Blankinship & Foster, LLC 0.40% Reduce -3.1% 25,238 $1.5M
Cora Capital Advisors LLC 0.82% Reduce -1.9% 25,195 $1.5M
GS Investments, Inc. 0.74% Reduce -0.2% 25,114 $1.5M
Connors Investor Services Inc. 0.16% Add +117.6% 25,078 $1.5M
Roberts Financial Services LLC 0.31% Reduce -9.4% 24,987 $1.5M
Madden Advisory Services, Inc. 0.80% Reduce -2.2% 24,981 $1.5M
TBH Global Asset Management, LLC 0.30% Add +6.7% 24,750 $1.5M
Essex Bank 0.44% Reduce -80.0% 5,423 $1.5M
KWB Wealth 0.20% Reduce -1.5% 24,737 $1.5M
Pps&v Asset Management Consultants, Inc. 1.10% Reduce -5.1% 24,583 $1.5M
Lwmg, LLC 0.34% Reduce -10.3% 24,310 $1.5M
Marco Investment Management LLC 0.14% No change 24,309 $1.5M
Abbrea Capital, LLC 0.19% No change 24,265 $1.5M
Vantage Financial Partners Ltd., Inc. 0.38% Add +37.4% 24,198 $1.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.36% No change 24,165 $1.5M
Independent Advisor Alliance 0.05% Add +6.2% 24,143 $1.5M
Pine Valley Investments Ltd Liability Co 0.11% Add +11.7% 24,063 $1.5M
WealthPLAN Partners, LLC 0.15% Add +7.3% 24,055 $1.5M
Oarsman Capital, Inc. 0.35% Add +10.0% 24,035 $1.5M
Oxford Financial Group, LTD. LLC 0.10% Reduce -2.8% 24,010 $1.5M
Lake Street Advisors Group, LLC 0.07% Reduce -9.5% 23,975 $1.5M
Wealthstream Advisors, Inc. 0.55% Add +3.4% 23,944 $1.5M
Trust Co. of Toledo NA 0.23% Reduce -2.1% 23,825 $1.4M
First National Corp. /Ma/ 0.36% Reduce -80.0% 5,211 $1.4M
Thoroughbred Financial Services, LLC 0.14% Reduce -12.6% 23,747 $1.4M
Motive Wealth Advisors 0.87% Add +138.2% 23,613 $1.4M
Colorado Capital Management, Inc. 0.83% Reduce -3.7% 23,590 $1.4M
Avantax Planning Partners, Inc. 0.05% Reduce -20.2% 23,486 $1.4M
Investment Advisory Group, LLC 0.59% Add +12.8% 23,485 $1.4M
Transcend Capital Advisors, LLC 0.11% Add +49.0% 23,478 $1.4M
Awm Capital, LLC 0.24% Add +205.0% 23,360 $1.4M
Cypress Capital Group 0.17% Reduce -91.4% 23,283 $1.4M
Clearwater Capital Advisors, LLC 0.15% Reduce -6.6% 23,252 $1.4M
Flow Traders U.S. LLC 0.08% Add +19.2% 23,232 $1.4M
All Season Financial Advisors, Inc. 1.16% Add +11.5% 23,036 $1.4M
Keystone Financial Group 0.20% Add +16.9% 23,018 $1.4M
Qube Research & Technologies Ltd 0.00% Reduce -28.1% 22,974 $1.4M
Brown, Lisle/Cummings, Inc. 0.47% Add +3.2% 22,927 $1.4M
Confluence Wealth Services, Inc. 0.12% Reduce -1.7% 22,850 $1.4M
Sfm, LLC 1.06% Reduce -11.2% 22,820 $1.4M
Long Run Wealth Advisors, LLC 0.36% No change 22,775 $1.4M
Gateway Wealth Partners, LLC 0.50% Add +1.9% 22,759 $1.4M
Lanark Financial, Inc. 0.13% Add +0.1% 22,723 $1.4M
Sunbelt Securities, Inc. 0.15% Reduce -3.8% 22,638 $1.4M
Shakespeare Wealth Management, LLC 0.40% Reduce -8.1% 22,551 $1.4M
Krilogy Financial LLC 0.10% New 22,504 $1.4M
Coppell Advisory Solutions Corp. 0.26% — 22,466 $1.4M
Tortoise Investment Management, LLC 0.17% Reduce -2.6% 22,410 $1.4M
Invictus Private Wealth, LLC 0.12% Reduce -0.9% 22,358 $1.4M
Pinnacle Financial Group, LLC / IL 0.60% Reduce -0.8% 22,341 $1.4M
Everpar Advisors LLC 0.82% Add +26.6% 22,262 $1.4M
Dodds Wealth, LLC 0.55% Add +13.5% 22,251 $1.4M
Zhang Financial LLC 0.10% Reduce -2.2% 22,227 $1.4M
Strategic Advocates LLC 0.52% Reduce -91.0% 22,195 $1.3M
Midland Wealth Advisors, LLC 0.08% Add +29.1% 22,153 $1.3M
Cosner Financial Group, LLC 0.96% Add +0.8% 22,149 $1.3M
Fortune Financial Advisors, LLC 0.85% Reduce -2.4% 22,064 $1.3M
Sage Capital Management, LLC 0.73% Add +0.3% 22,059 $1.3M
Tufton Capital Management 0.26% Add +0.6% 22,020 $1.3M
1900 Wealth Management LLC 0.12% Reduce -1.3% 22,010 $1.3M
Correct Capital Wealth Management 0.31% Reduce -11.6% 21,977 $1.3M
Continental Investors Services, Inc. 3.15% Reduce -0.8% 22,049 $1.3M
Kavar Capital Partners Group, LLC 0.25% Reduce -50.0% 21,890 $1.3M
Dana Investment Advisors, Inc. 0.04% No change 21,860 $1.3M
SeaBridge Investment Advisors LLC 0.35% No change 21,850 $1.3M
QRG Capital Management, Inc. 0.02% Add +17.9% 21,842 $1.3M
Vawter Financial, Ltd. 0.96% Reduce -1.3% 21,764 $1.3M
Lane & Associates LLC 0.83% Add +1.6% 21,735 $1.3M
National Bank of Canada 0.00% Add +0.5% 21,422 $1.3M
Aptus Capital Advisors, LLC 0.03% Add +76.2% 21,621 $1.3M
John W. Brooker & Co., CPAs 0.70% Add +1.4% 21,484 $1.3M
Ledyard National Bank 0.13% Reduce -6.2% 21,465 $1.3M
Hoylecohen, LLC 0.10% Reduce -1.8% 21,454 $1.3M
Lincoln Capital LLC 0.29% Reduce -2.7% 21,358 $1.3M
Calamos Wealth Management LLC 0.07% Reduce -1.8% 21,282 $1.3M
MWA Asset Management 0.94% Add +3.2% 21,250 $1.3M
Spirepoint Private Client, LLC 0.19% — 21,013 $1.3M
Wooster Corthell Wealth Management, Inc. 0.29% Reduce -2.1% 20,958 $1.3M
Wealth Management Partners, LLC 0.64% Reduce -4.2% 20,880 $1.3M
Hollencrest Capital Management 0.06% No change 20,842 $1.3M
Disciplined Investments, LLC 0.69% Reduce -3.0% 20,834 $1.3M
Continuum Wealth Advisors, LLC 0.71% Reduce -0.7% 20,800 $1.3M
Walden Wealth Partners LLC 0.73% Reduce -5.3% 21,300 $1.3M
CWS Financial Advisors, LLC 0.52% No change 20,704 $1.3M
Sapient Capital LLC 0.03% Reduce -8.2% 20,546 $1.2M
Quotient Wealth Partners, LLC 0.04% Reduce -45.5% 20,470 $1.2M
Sachetta, LLC 0.59% Reduce -80.0% 4,484 $1.2M
Daymark Wealth Partners, LLC 0.07% Reduce -15.4% 20,270 $1.2M
Koesten, Hirschmann & Crabtree, INC. 0.79% Add +1.0% 20,260 $1.2M
Lockheed Martin Investment Management Co. 0.09% No change 20,250 $1.2M
Stockman Wealth Management, Inc. 0.22% Reduce -3.7% 20,230 $1.2M
Carmichael Hill & Associates, Inc. 0.51% Reduce -1.6% 20,205 $1.2M
Lansing Street Advisors 0.55% Reduce -16.6% 20,163 $1.2M
Silvia McColl Wealth Management, LLC 1.05% Add +0.7% 20,793 $1.2M
Arq Wealth Advisors, LLC 0.53% Add +1.7% 20,070 $1.2M
Thrive Wealth Management, LLC 0.25% Reduce -20.0% 20,058 $1.2M
Patriot Investment Management Group, Inc. 0.10% No change 20,050 $1.2M
Caprock Group, LLC 0.07% No change 20,012 $1.2M
Mogy Joel R Investment Counsel Inc. 0.08% Reduce -3.0% 19,995 $1.2M
WBH Advisory Inc. 0.12% Add +0.8% 19,965 $1.2M
Ruggaard & Associates LLC 0.57% Reduce -1.9% 19,840 $1.2M
Legacy Advisors, LLC 0.15% Add +2.0% 19,835 $1.2M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -41.9% 19,793 $1.2M
MBA Advisors LLC 0.62% Reduce -1.1% 19,750 $1.2M
PBMares Wealth Management LLC 0.31% Add +4.3% 19,628 $1.2M
Culbertson A N & Co. Inc. 0.20% Add +29.7% 19,505 $1.2M
Twin Peaks Wealth Advisors, LLC 0.66% Reduce -0.5% 19,444 $1.2M
Buttonwood Financial Advisors Inc. 0.55% Reduce -2.1% 19,395 $1.2M
Orrstown Financial Services Inc. 0.66% Add +6.4% 19,369 $1.2M
Source Financial Advisors LLC 0.36% Add +26.9% 19,329 $1.2M
Howland Capital Management LLC 0.06% Add +28.5% 19,230 $1.2M
Garrison Point Advisors, LLC 0.75% Add +2.4% 19,190 $1.2M
National Wealth Management Group, LLC 0.91% Add +16.3% 19,162 $1.2M
Brookmont Capital Management 0.60% Reduce -19.7% 18,932 $1.1M
Old Port Advisors 0.35% Reduce -2.0% 18,926 $1.1M
Allen Capital Group, LLC 0.17% No change 18,855 $1.1M
Pioneer Trust Bank N A 0.32% Add +0.5% 18,795 $1.1M
Allie Family Office LLC 0.67% Reduce -36.5% 18,756 $1.1M
GAMMA Investing LLC 0.23% Add +219.2% 18,575 $1.1M
Retirement Planning Group, LLC 0.09% No change 18,345 $1.1M
Gerber, LLC 0.93% Add +388.1% 18,255 $1.1M
Mma Asset Management LLC 0.52% Reduce -5.3% 18,641 $1.1M
Carolinas Wealth Consulting LLC 0.22% Add +34.6% 18,220 $1.1M
Schneider Downs Wealth Management Advisors, LP 0.25% Add +0.2% 18,173 $1.1M
Basepoint Wealth LLC 0.83% Add +41.9% 18,150 $1.1M
Donor Advised Charitable Giving, Inc. 0.03% Reduce -1.8% 18,141 $1.1M
Woodard & Co. Asset Management Group Inc. 0.29% Reduce -3.8% 18,126 $1.1M
Pointe Capital Management LLC 0.67% Add +2.8% 18,072 $1.1M
Wealthcare Capital Management LLC 0.12% Reduce -7.6% 18,045 $1.1M
Anchor Investment Management, LLC 0.11% Reduce -0.1% 17,985 $1.1M
Willner & Heller, LLC 1.09% Reduce -5.7% 17,965 $1.1M
Sovereign Financial Group, Inc. 0.29% Add +1.8% 17,953 $1.1M
U.S. Capital Wealth Advisors, LLC 0.04% Add +23.2% 17,884 $1.1M
Collective Family Office LLC 0.35% Add +10.5% 17,865 $1.1M
SouthState Bank Corp 0.08% Add +51.8% 17,741 $1.1M
Edgemoor Investment Advisors, Inc. 0.10% No change 17,575 $1.1M
Beam Wealth Advisors, Inc. 0.64% Add +3.3% 17,530 $1.1M
Tsfg, LLC 0.27% Reduce -4.8% 17,521 $1.1M
S.A. Mason LLC 0.64% Add +0.2% 17,505 $1.1M
Samalin Investment Counsel, LLC 0.51% Reduce -17.0% 17,494 $1.1M
HFG Advisors, Inc. 0.94% No change 17,490 $1.1M
LVM Capital Management Ltd. 0.13% No change 17,470 $1.1M
Procyon Advisors, LLC 0.08% Reduce -14.6% 17,466 $1.1M
Trustmark Bank Trust Department 0.09% Reduce -0.8% 17,435 $1.1M
Appleton Partners Inc. 0.08% Reduce -0.3% 17,433 $1.1M
Kingswood Wealth Advisors, LLC 0.12% Add +61.4% 17,360 $1.1M
Johnson & White Wealth Management, LLC 0.76% Add +13.4% 17,281 $1.1M
Trivium Point Advisory, LLC 0.23% Reduce -0.2% 17,233 $1.0M
Invenio Wealth Partners LLC 0.56% Reduce -18.7% 17,175 $1.0M
Greenwich Wealth Management LLC 0.08% Add +8.2% 17,125 $1.0M
Summit X, LLC 0.27% Reduce -5.5% 17,101 $1.0M
TFG Advisers LLC 0.41% Reduce -1.4% 17,069 $1.0M
Demars Financial Group, LLC 0.51% Reduce -3.4% 17,040 $1.0M
Cornerstone Wealth Group, LLC 0.10% New 17,025 $1.0M
One Capital Management, LLC 0.04% Reduce -2.4% 17,021 $1.0M
Capital Advisors Wealth Management, LLC 0.21% Reduce -0.4% 17,006 $1.0M
SageView Advisory Group, LLC 0.05% Reduce -90.2% 15,341 $1.0M
Bright Futures Wealth Management, LLC. 0.56% — 17,628 $1.0M
Cambiar Investors LLC 0.04% Reduce -72.5% 16,901 $1.0M
High Note Wealth, LLC 0.33% Add +1.8% 16,870 $1.0M
Insigneo Advisory Services, LLC 0.12% Add +9.6% 16,765 $1.0M
Trexquant Investment LP 0.02% Reduce -37.6% 16,731 $1.0M
First Heartland Consultants, Inc. 0.11% Add +5.8% 16,725 $1.0M
Charter Oak Capital Management, LLC 0.11% Reduce -5.2% 16,714 $1.0M
Panoramic Investment Advisors, LLC 0.74% Reduce -5.0% 16,570 $1.0M
Strategic Advisors LLC 0.20% Reduce -2.3% 16,543 $1.0M
Hollow Brook Wealth Management LLC 0.37% No change 16,455 $999K
Ipswich Investment Management Co., Inc. 0.23% Reduce -2.4% 16,455 $999K
TCV Trust & Wealth Management, Inc. 0.10% Add +1.6% 16,387 $995K
Evanson Asset Management, LLC 0.07% Add +0.7% 16,383 $995K
Texas Capital Bancshares Inc 0.45% Add +32.9% 16,357 $994K
Vestmark Advisory Solutions, Inc. 0.04% Add +12.8% 16,318 $991K
Eubel Brady & Suttman Asset Management Inc. 0.14% Reduce -2.3% 16,315 $991K
Traphagen Investment Advisors LLC 0.11% Reduce -0.2% 16,252 $987K
SilverOak Wealth Management LLC 0.25% Reduce -0.8% 16,248 $987K
Motco 0.06% Add +2.8% 16,181 $983K
Weaver Consulting Group 0.36% Add +15.6% 16,176 $983K
Almanack Investment Partners, LLC. 0.17% Add +2.2% 16,119 $979K
Strata Wealth Advisors, LLC 0.34% Add +1.9% 15,926 $967K
Laurel Wealth Advisors LLC 0.17% Reduce -24.2% 15,829 $961K
Cedar Brook Financial Partners, LLC 0.19% Reduce -2.0% 15,761 $957K
Whitaker-Myers Wealth Managers, LTD. 0.40% Reduce -4.2% 15,726 $955K
First National Advisers, LLC 0.21% Add +15.0% 15,605 $948K
TNF LLC 0.37% Reduce -13.6% 16,357 $947K
World Equity Group, Inc. 0.19% Reduce -18.0% 15,558 $945K
Interchange Capital Partners, LLC 0.64% Reduce -3.6% 14,977 $944K
Meadow Creek Wealth Advisors LLC 0.66% Reduce -4.5% 15,540 $944K
Warren Street Wealth Advisors, LLC 0.47% Add +1.1% 15,531 $943K
Fishman Jay A Ltd. 0.10% Reduce -1.6% 15,500 $941K
Ground Swell Capital, LLC 0.99% New 15,489 $941K
S.E.E.D. Planning Group LLC 0.34% Add +33.1% 15,338 $932K
AQR Capital Management 0.00% New 15,307 $930K
Syntrinsic LLC 0.31% Add +774.0% 15,295 $929K
Johnson Bixby & Associates, LLC 0.16% Reduce -7.3% 15,243 $926K
Washington Trust Advisors, Inc. 0.08% No change 15,198 $923K
North Star Investment Management Corp. 0.07% Reduce -3.7% 15,165 $921K
Wells Financial Advisors INC 0.63% No change 15,115 $918K
Independent Family Office, LLC 0.49% No change 15,110 $918K
Narwhal Capital Management 0.09% No change 15,085 $916K
CCG Wealth Management, LLC 0.55% Reduce -56.1% 15,079 $916K
Strategies Wealth Advisors, LLC 0.14% Add +2.7% 15,079 $916K
Seelaus Asset Management LLC 0.93% Reduce -3.5% 15,015 $912K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -5.2% 14,984 $910K
Simplex Trading, LLC 0.03% New 14,954 $908K
Cobblestone Capital Advisors LLC 0.06% Reduce -1.1% 14,910 $906K
Latitude Advisors, LLC 0.57% Reduce -3.1% 14,910 $906K
Principle Wealth Partners LLC 0.07% Add +6.6% 14,905 $905K
Fisher Asset Management 0.00% Reduce -19.9% 14,880 $904K
InterOcean Capital Group, LLC 0.02% Add +72.3% 14,868 $903K
WealthShield Partners, LLC 0.15% Reduce -26.5% 14,861 $903K
Droms Strauss Advisors Inc. /Mo/ 0.33% Add +1.9% 14,810 $900K
Northwest Bancshares, Inc. 0.14% New 14,775 $897K
ABLE Financial Group, LLC 0.35% Reduce -0.7% 14,741 $895K
Andina Capital Management, LLC 0.70% Reduce -0.6% 14,676 $891K
Philip James Wealth Mangement, LLC 0.63% No change 14,674 $891K
Highland Capital Management, LLC 0.05% Add +2.6% 14,650 $890K
Private Wealth Management Group, LLC 0.40% No change 14,635 $889K
Checchi Capital Advisers, LLC 0.07% Reduce -2.6% 14,635 $889K
Apollon Financial, LLC 0.31% Add +3.6% 14,619 $888K
Ritholtz Wealth Management 0.03% Add +31.2% 14,552 $884K
Moneco Advisors, LLC 0.14% Add +12.5% 14,523 $882K
Kathleen S. Wright Associates Inc. 0.42% Reduce -0.9% 14,506 $881K
Chatham Capital Group, Inc. 0.16% No change 14,495 $880K
FF Advisors,LLC 0.61% No change 14,485 $880K
SeaCrest Wealth Management, LLC 0.11% Add +29.1% 14,456 $878K
Godsey & Gibb, Inc. 0.09% Add +1.3% 14,451 $878K
Archvest Wealth Advisors, Inc. 0.62% No change 14,495 $875K
Moisand Fitzgerald Tamayo, LLC 0.13% Add +1.2% 14,378 $873K
TL Private Wealth 0.43% Reduce -2.4% 14,517 $871K
OMNI 360 Wealth, Inc. 0.72% Add +11.2% 14,336 $871K
Trust Point Inc. 0.07% Reduce -0.6% 14,305 $869K
Scotia Capital Inc. 0.01% Reduce -2.2% 14,290 $868K
Moody LYNN Lieberson & Walker, LLC 0.06% No change 14,265 $866K
Conservest Capital Advisors, Inc. 0.09% Reduce -1.7% 14,256 $866K
Venturi Wealth Management, LLC 0.06% Add +19.0% 14,250 $866K
Sweeney & Michel, LLC 0.38% — 14,326 $864K
Nemes Rush Group LLC 0.12% Add +6.6% 14,155 $860K
Hilltop Wealth Advisors, LLC 0.44% Reduce -8.0% 14,151 $860K
Financial Insights, Inc. 0.25% No change 14,105 $857K
MV Capital Management, Inc. 0.10% Add +1.8% 14,022 $852K
Armstrong Advisory Group, Inc. 0.08% Reduce -80.0% 3,069 $851K
Consilio Wealth Advisors, LLC 0.40% Reduce -7.0% 14,000 $850K
Thomasville National Bank 0.07% Reduce -3.2% 13,983 $849K
Gotham Asset Management 0.01% New 13,955 $848K
GDS Wealth Management 0.10% Reduce -7.0% 13,921 $846K
Christensen, King & Associates Investment Services, Inc. 0.42% Reduce -1.2% 13,886 $843K
Hartline Investment Corp./ 0.15% New 13,853 $841K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Add +0.6% 13,853 $841K
SteelPeak Wealth, LLC 0.04% Reduce -2.5% 13,786 $837K
Focus Financial Network, Inc. 0.04% — 14,807 $836K
GM Advisory Group, LLC 0.06% Add +6.0% 13,649 $829K
Beacon Investment Advisory Services, Inc. 0.04% Add +45.8% 13,645 $829K
Verus Capital Partners, LLC 0.09% Add +50.8% 13,606 $826K
Rakuten Investment Management, Inc. 0.01% New 13,595 $826K
Next Level Private LLC 0.38% Add +0.2% 13,575 $825K
Bragg Financial Advisors, Inc 0.04% Add +14.6% 13,575 $825K
Palisade Capital Management, LP 0.02% Add +11.2% 13,559 $824K
Shepherd Financial Partners LLC 0.11% Add +13.5% 13,550 $823K
Signaturefd, LLC 0.02% No change 13,533 $822K
Arkadios Wealth Advisors 0.06% Add +8.6% 13,532 $822K
Yarger Wealth Strategies, LLC 0.56% Add +0.3% 13,504 $820K
Kooman & Associates 0.34% Reduce -0.8% 13,412 $815K
Quantinno Capital Management LP 0.02% Reduce -1.9% 13,365 $812K
Legacy Financial Group LLC 0.16% New 13,359 $811K
Clearstead Trust, LLC 0.21% Add +4.2% 13,357 $811K
Main Street Financial Solutions, LLC 0.09% Add +9.9% 13,343 $810K
Thompson Investment Management, Inc. 0.12% Add +14.1% 13,339 $810K
Boyd Watterson Asset Management LLC 0.29% No change 13,335 $810K
Compound Planning, Inc. 0.07% Reduce -1.1% 13,253 $805K
Rosenblum Silverman Sutton S F Inc. 0.23% No change 13,235 $804K
Tranquilli Financial Advisor LLC 0.54% New 13,209 $802K
Sepio Capital, LP 0.07% No change 13,205 $802K
Patriot Financial Group Insurance Agency, LLC 0.13% Add +2.0% 13,198 $802K
Plante Moran Financial Advisors, LLC 0.09% Add +17.1% 13,190 $801K
Stephens Consulting, LLC 0.25% Reduce -0.1% 13,190 $801K
Northeast Financial Consultants Inc 0.04% No change 13,147 $799K
LM Advisors LLC 0.14% Reduce -24.6% 13,050 $793K
Sheaff Brock Investment Advisors, LLC 0.06% Add +52.7% 13,045 $792K
Somerset Trust Co 0.32% Add +2.4% 13,041 $792K
Pacific Sun Financial Corp 0.46% No change 12,945 $786K
Aveo Capital Partners, LLC 0.09% Add +1.4% 13,395 $784K
Oliver Lagore Vanvalin Investment Group 0.24% Add +39.8% 12,888 $783K
Howard Financial Services, LTD. 0.13% Reduce -1.1% 12,813 $778K
Executive Wealth Management, LLC 0.07% Reduce -0.6% 12,889 $778K
Hamilton Capital, LLC 0.06% Add +0.2% 12,809 $778K
Gemmer Asset Management LLC 0.09% Add +1.3% 12,789 $777K
Stonebrook Private Inc. 0.23% Reduce -6.9% 12,722 $773K
Lakeridge Wealth Management LLC 0.50% Add +6.1% 12,587 $765K
ZWJ Investment Counsel Inc. 0.03% Add +3.9% 12,570 $764K
Cassaday & Co Wealth Management LLC 0.02% Add +1.5% 12,540 $762K
Seneca House Advisors 0.33% No change 12,526 $761K
Morris Financial Concepts, Inc. 0.39% Reduce -6.9% 12,516 $760K
BKM Wealth Management, LLC 0.33% Reduce -4.8% 12,494 $759K
Wealth Dimensions Group, Ltd. 0.22% Reduce -0.5% 12,490 $759K
Patten & Patten Inc. 0.05% No change 12,489 $759K
Sage Capital Advisors,llc 0.22% Add +0.3% 12,481 $758K
Alerus Financial NA 0.06% No change 12,350 $750K
Columbia Bank 0.31% — 12,345 $750K
Westmount Partners, LLC 0.27% Add +18.4% 12,335 $749K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +89.0% 12,311 $748K
Courage Miller Partners, LLC 0.26% Reduce -2.8% 12,300 $747K
Invesco Ltd. 0.00% Add +0.5% 12,286 $746K
SFG Wealth Management, LLC. 0.44% Reduce -6.7% 12,277 $746K
Tyler-Stone Wealth Management 0.33% Add +9.6% 12,263 $745K
Prostatis Group LLC 0.28% Reduce -49.4% 12,223 $742K
Plancorp, LLC 0.03% Add +0.4% 12,223 $742K
Sharkey, Howes & Javer 0.12% Reduce -17.4% 12,218 $742K
Walled Lake Planning & Wealth Management, LLC 0.30% Add +3.4% 12,215 $742K
Shelton Wealth Management, LLC 0.46% Reduce -6.7% 12,165 $739K
Luminvest Wealth Management LLC 0.46% Reduce -80.0% 11,914 $735K
FSC Wealth Advisors, LLC 0.52% Add +46.8% 12,070 $733K
Kwmg, LLC 0.08% Reduce -12.0% 12,070 $733K
Savvy Advisors, Inc. 0.42% Add +214.2% 12,065 $733K
Ironwood Investment Counsel, LLC 0.13% Reduce -2.0% 12,065 $733K
Hoxton Planning & Management, LLC 0.35% Reduce -5.0% 12,064 $733K
Rollins Financial Advisors, LLC 0.14% Add +0.5% 12,053 $732K
Ehrlich Financial Group 0.62% Reduce -57.8% 12,051 $732K
Relyea Zuckerberg Hanson LLC 0.13% Add +0.3% 12,008 $729K
Brass Tax Wealth Management, Inc. 0.38% — 12,000 $729K
EagleClaw Capital Managment, LLC 0.13% Reduce -0.8% 11,990 $728K
Merriman Wealth Management, LLC 0.03% Add +11.9% 11,955 $726K
Davidson Trust Co. 0.42% Reduce -0.7% 11,933 $725K
Truepoint, Inc. 0.02% Reduce -77.9% 11,845 $719K
Glen Eagle Advisors, LLC 0.14% Add +0.4% 11,800 $717K
Atlas Private Wealth Management, LLC 0.30% New 11,794 $716K
Cardiff Park Advisors, LLC 0.07% Reduce -0.3% 11,759 $714K
Intergy Private Wealth, LLC 0.29% No change 11,758 $714K
Tennessee Valley Asset Management Partners 0.17% Reduce -0.2% 11,707 $711K
NWK Group, Inc. 0.33% Reduce -4.8% 11,703 $711K
Elk River Wealth Management LLC 0.14% Reduce -18.5% 11,700 $711K
Primoris Wealth Advisors, LLC 0.57% No change 11,695 $710K
Intelligence Driven Advisers, LLC 0.10% Reduce -0.8% 11,690 $710K
Blueprint Investment Partners LLC 0.14% Add +8.7% 11,638 $707K
EnRich Financial Partners LLC 0.26% Reduce -1.5% 11,615 $706K
Cambridge Capital Management, LLC 0.55% No change 11,612 $705K
Investment Research & Advisory Group, Inc. 0.32% Add +0.7% 11,593 $704K
Stage Harbor Financial, LLC 0.64% No change 11,592 $704K
PGIM Custom Harvest LLC 0.02% Add +21.7% 11,579 $703K
First National Bank Sioux Falls 0.38% No change 11,575 $703K
Oakwell Private Wealth Management, LLC 0.21% Reduce -0.2% 11,551 $702K
Vanguard Personalized Indexing Management, LLC 0.01% New 11,517 $700K
FSB Premier Wealth Management, Inc. 0.33% Add +3.6% 11,509 $699K
Indiana Trust & Investment Management Co 0.28% Add +9.3% 11,460 $696K
Waters Parkerson & Co., LLC 0.04% Add +5.8% 11,445 $695K
Rise Advisors, LLC 0.37% Reduce -5.3% 11,364 $690K
Austin Private Wealth, LLC 0.08% Add +1.3% 11,521 $689K
American State Bank (Iowa) 0.46% Add +0.5% 11,336 $689K
PAX Financial Group, LLC 0.14% Reduce -2.5% 11,324 $688K
BBR Partners, LLC 0.06% Add +202.2% 11,319 $688K
McRae Capital Management Inc. 0.15% Add +0.4% 11,315 $687K
Bill Few Associates, Inc. 0.28% Reduce -2.2% 11,303 $687K
Horizons Wealth Management 0.45% Reduce -80.0% 2,474 $686K
Fusion Family Wealth, LLC 0.07% Add +10.8% 11,259 $684K
First Manhattan Co. Llc. 0.00% Add +13.9% 11,210 $681K
Brandywine Oak Private Wealth LLC 0.07% Reduce -0.7% 11,184 $679K
Peachtree Investment Partners, LLC 0.27% Reduce -13.4% 11,176 $679K
Cornell Pochily Investment Advisors, Inc. 0.27% Add +66.8% 11,144 $677K
Maltin Wealth Management, Inc. 0.38% Add +9.2% 11,144 $677K
WPWealth LLP 0.17% Reduce -29.9% 11,136 $676K
Clarkston Capital Partners, LLC 0.01% Reduce -75.9% 11,125 $676K
Oak Asset Management, LLC 0.25% No change 11,115 $675K
New Insight Wealth Advisors 0.42% Add +6.3% 11,104 $674K
Peterson Wealth Advisors, LLC 0.14% Add +0.2% 11,095 $674K
Summit Asset Management, LLC 0.08% No change 11,080 $673K
American Money Management, LLC 0.14% Reduce -0.3% 11,014 $669K
Founders Financial Alliance, LLC 0.20% Add +45.6% 11,012 $669K
J. W. Coons Advisors, LLC 0.12% No change 10,986 $667K
Carl P. Sherr & Co., LLC 0.38% Reduce -0.3% 10,978 $667K
Signal Advisors Wealth, LLC 0.17% Add +10.7% 10,973 $667K
Spotlight Asset Group, Inc. 0.48% No change 10,955 $665K
Juncture Wealth Strategies, LLC 0.29% Reduce -20.9% 10,930 $664K
Clearbridge Investments, LLC 0.00% Add +8.7% 10,915 $663K
Clarity Capital Advisors, LLC 0.53% Add +0.3% 10,909 $663K
Adirondack Trust Co. 0.28% Reduce -81.4% 10,892 $662K
Opus Capital Group, LLC 0.10% Add +0.8% 10,876 $661K
Raymond James Trust Co. of NH 6.55% Reduce -4.2% 10,851 $659K
Global Wealth Strategies & Associates 0.25% Reduce -9.5% 10,845 $659K
Planned Solutions, Inc. 0.32% Add +0.2% 10,839 $658K
J. L. Bainbridge & Co., Inc. 0.07% No change 10,800 $656K
Weatherly Asset Management L. P. 0.06% Reduce -0.9% 10,800 $656K
Mitchell Capital Management Co. 0.13% Add +2.8% 10,754 $653K
Legal & General Group Plc 0.00% Reduce -68.6% 10,750 $653K
Zullo Investment Group, Inc. 0.31% No change 10,717 $651K
Keystone Wealth Services, LLC 0.21% Reduce -5.8% 10,711 $651K
Key Financial Inc 0.17% Reduce -2.7% 10,707 $650K
Carret Asset Management, LLC 0.08% No change 10,674 $648K
Olde Wealth Management, LLC 0.31% No change 10,883 $645K
International Private Wealth Advisors LLC 1.24% Reduce -81.3% 10,582 $643K
FourThought Financial Partners, LLC 0.07% Reduce -0.6% 10,534 $640K
Fort Point Capital Partners LLC 0.09% No change 10,534 $640K
Williams Jones Wealth Management, LLC. 0.01% Reduce -24.9% 10,520 $639K
Oxinas Partners, LLC 0.41% Reduce -3.1% 10,500 $638K
Paladin Advisory Group, LLC 0.50% Reduce -2.3% 10,540 $636K
HHM Wealth Advisors, LLC 0.10% No change 10,420 $633K
Fortis Group Advisors, LLC 0.12% New 10,395 $631K
Jackson Hole Capital Partners, LLC 0.14% Add +31.9% 10,386 $631K
Howard Wealth Management, LLC 0.51% No change 10,370 $630K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -5.3% 10,317 $627K
Waterloo Capital, L.P. 0.08% Reduce -40.2% 10,316 $627K
Ausdal Financial Partners, Inc. 0.07% Add +2.7% 10,303 $626K
Emprise Bank 0.42% — 10,275 $624K
Realta Investment Advisors 0.13% Reduce -0.8% 10,267 $624K
Terril Brothers, Inc. 0.21% No change 10,260 $623K
Bath Savings Trust Co 0.07% Add +28.6% 10,208 $620K
Insight Advisors, LLC/ PA 0.12% Add +4.4% 10,183 $619K
SC&H Financial Advisors, Inc. 0.16% Add +4.1% 10,180 $618K
Freestone Capital Holdings, LLC 0.02% New 10,138 $616K
Romano Brothers and Company 0.08% No change 10,095 $613K
Aviance Capital Partners, LLC 0.09% Reduce -2.4% 10,085 $613K
Richardson Financial Services Inc. 0.43% Add +1.1% 10,077 $612K
Melone Private Wealth, LLC 0.37% Reduce -2.4% 10,073 $612K
Nicolet Bankshares Inc. 0.13% Add +0.7% 10,050 $610K
Norden Group LLC 0.12% New 10,013 $608K
Security Benefit Life Insurance Co. 0.19% Reduce -66.1% 10,000 $607K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +34.2% 9,967 $605K
BCS Wealth Management 0.19% Add +3.1% 9,918 $602K
49 Wealth Management, LLC 0.13% Reduce -14.9% 9,965 $602K
CFM Wealth Partners LLC 0.12% Reduce -1.3% 9,895 $601K
Farmers National Bank 0.18% Add +1.1% 9,848 $598K
High Falls Advisors, Inc 0.15% Reduce -11.0% 9,841 $598K
Guardian Wealth Advisors, LLC / NC 0.07% Add +0.2% 9,840 $598K
Adaptive Financial Consulting, LLC 0.27% Add +5.8% 9,783 $594K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -2.3% 9,750 $592K
Ardent Capital Management, Inc. 0.30% No change 9,745 $592K
New Potomac Partners, LLC 0.33% Add +1.3% 9,722 $591K
Athena Investment Management 0.35% No change 9,649 $586K
Wallace Advisory Group, LLC 0.44% Reduce -80.0% 2,113 $586K
Guyasuta Investment Advisors Inc. 0.04% Reduce -80.0% 2,106 $584K
Millennium Management 0.00% Reduce -96.7% 9,600 $583K
Ballast, Inc. 0.18% Reduce -0.8% 9,570 $581K
Tyche Wealth Partners LLC 0.14% Add +33.7% 9,562 $581K
Napatree Capital LLC 0.56% Add +6.5% 10,160 $580K
Selective Wealth Management, Inc. 0.25% Reduce -5.8% 9,854 $579K
Towerpoint Wealth, LLC 0.29% Add +3.6% 9,521 $578K
Eq LLC 0.36% Add +22.1% 9,505 $577K
Mendota Financial Group, LLC 0.34% No change 9,464 $575K
Warner Financial, Inc. 0.29% Add +54.6% 9,361 $569K
Nicholas Hoffman & Company, LLC. 0.03% No change 9,357 $568K
Becker Capital Management Inc. 0.02% No change 9,330 $567K
Meridian Investment Counsel Inc. 0.19% Add +0.8% 9,315 $566K
Maripau Wealth Management LLC 0.42% Reduce -1.4% 9,311 $566K
Peak Asset Management, LLC 0.11% No change 9,310 $565K
Private Wealth Partners, LLC 0.05% Add +0.9% 9,295 $565K
Dearborn Partners LLC 0.02% Reduce -0.6% 9,276 $563K
Lam Group, Inc. 0.46% New 9,250 $562K
Aurora Private Wealth, Inc. 0.48% Add +2.4% 9,245 $560K
KMG Fiduciary Partners, LLC 0.06% Add +1.8% 9,143 $555K
Ethos Financial Group, LLC 0.11% Reduce -4.2% 9,136 $555K
Clark Capital Management Group, Inc. 0.00% Reduce -4.7% 9,131 $555K
Security National Bank 0.08% No change 9,100 $553K
Running Point Capital Advisors, LLC 0.25% No change 9,085 $552K
Prosperity Planning, Inc. 0.27% Add +2.4% 9,084 $552K
KFG Wealth Management, LLC 0.23% Add +28.7% 9,076 $551K
Patton Albertson Miller Group, LLC 0.08% No change 9,060 $550K
Lazard Freres Gestion S.A.S. 0.01% No change 9,050 $550K
GW&K Investment Management, LLC 0.00% Add +149.7% 9,050 $550K
Retirement Group, LLC 0.20% Reduce -15.3% 9,040 $549K
Centurion Wealth Management LLC 0.22% Reduce -1.2% 9,032 $549K
Wick Capital Partners, LLC 0.53% New 9,017 $548K
FWG Holdings, LLC 0.29% Reduce -2.9% 9,120 $546K
Wynn Capital, LLC 0.42% Reduce -7.9% 8,985 $546K
Avion Wealth 0.15% Reduce -0.7% 8,960 $545K
JMG Financial Group, Ltd. 0.02% Add +0.3% 8,955 $544K
Geller Advisors LLC 0.04% No change 8,930 $542K
Headlands Technologies LLC 0.13% Add +2049.9% 8,922 $542K
Tilia Fiduciary Partners, Inc. 0.44% Reduce -1.8% 8,916 $542K
Girard Partners LTD. 0.05% Reduce -4.7% 8,911 $541K
City State Bank 0.24% No change 8,910 $541K
First Trust Direct Indexing L.P. 0.04% New 8,848 $537K
Dimension Capital Management LLC 0.11% No change 8,820 $536K
Clear Harbor Asset Management, LLC 0.05% No change 8,805 $535K
Stone House Investment Management, LLC 0.13% Add +310.9% 8,773 $533K
Cutler Investment Counsel LLC 0.07% Reduce -32.1% 8,675 $527K
Ridgewood Investments LLC 0.28% No change 8,638 $525K
Transatlantique Private Wealth LLC 0.23% No change 8,620 $524K
Brightwater Advisory LLC 0.42% New 8,587 $522K
Peterson Wealth Services 0.19% Reduce -8.6% 8,555 $520K
Breed's Hill Capital LLC 0.48% No change 8,550 $519K
NORTHSTAR ASSET MANAGEMENT Co 0.13% No change 8,525 $518K
WNY Asset Management, LLC 0.08% No change 8,518 $517K
Financial Futures Ltd Liability Co. 0.34% Reduce -1.3% 8,512 $517K
Fort Pitt Capital Group, LLC 0.02% Reduce -44.7% 8,511 $517K
Capital Wealth Management, LLC 0.25% Reduce -42.1% 8,490 $516K
Morton Brown Family Wealth, LLC 0.21% Reduce -0.2% 8,490 $516K
Hazlett, Burt & Watson, Inc. 0.31% Add +3.3% 8,406 $514K
Hummer Financial Advisory Services Inc 0.42% No change 8,460 $514K
Capital Management Associates, Inc 0.38% Reduce -73.8% 8,451 $513K
Collaborative Wealth Managment Inc. 0.26% Reduce -5.3% 8,448 $513K
Syntegra Private Wealth Group, LLC 0.07% Reduce -1.7% 8,435 $512K
Sterling Investment Advisors, Ltd. 0.14% No change 8,410 $511K
Uptick Partners, LLC 0.39% Reduce -5.5% 8,406 $511K
Sage Rhino Capital LLC 0.12% No change 8,400 $510K
Burney Co./ 0.02% Reduce -4.7% 8,375 $509K
Acorn Financial Advisory Services Inc. 0.10% Reduce -4.9% 8,368 $508K
Greystone Financial Group, LLC 0.10% Add +2.7% 8,357 $508K
Cassady Schiller Wealth Management, LLC 0.23% No change 8,348 $507K
Albion Financial Group 0.04% Reduce -8.1% 8,282 $503K
Southland Equity Partners LLC 0.14% Reduce -2.3% 8,278 $503K
Main Street Group, LTD 0.25% Add +7.7% 8,312 $502K
Clear Point Advisors Inc. 0.41% Reduce -0.8% 8,259 $502K
Pacific Global Investment Management Co. 0.10% No change 8,250 $501K
Swmg, LLC 0.23% Reduce -3.0% 8,233 $500K
Strategic Financial Partners, Ltd. 0.28% No change 8,230 $500K
Kelleher Financial Advisors 0.21% No change 8,225 $500K
180 Wealth Advisors, LLC 0.09% Reduce -1.2% 8,224 $500K
Renasant Bank 0.35% Reduce -0.7% 8,195 $498K
Blue Trust, Inc. 0.01% Reduce -87.6% 8,191 $497K
Stokes Family Office, LLC 0.06% Add +0.1% 8,150 $495K
Clay Northam Wealth Management, LLC 0.40% New 8,135 $494K
Federation des caisses Desjardins du Quebec 0.00% Add +1.4% 8,132 $494K
Fort Sheridan Advisors LLC 0.09% Add +0.9% 8,125 $494K
Stevens Capital Partners 0.29% Add +0.7% 8,105 $492K
Bogart Wealth, LLC 0.03% Reduce -80.8% 8,071 $490K
Hemington Wealth Management 0.18% No change 8,030 $488K
Tempus Wealth Planning, LLC 0.21% Add +22.9% 8,029 $488K
Augustine Asset Management Inc. 0.20% No change 8,010 $487K
Everett Harris & Co. 0.01% Add +0.6% 8,010 $487K
Seven Mile Advisory 0.37% No change 8,005 $486K
Haverford Financial Services, Inc. 0.14% No change 8,000 $486K
Melfa Wealth Management, Inc. 0.35% New 7,980 $485K
Martin Capital Advisors, LLP 0.38% No change 7,975 $484K
First PREMIER Bank 0.13% Reduce -1.6% 7,965 $484K
Friedenthal Financial 0.30% New 7,961 $484K
Shufro Rose & Co. LLC 0.04% Add +0.8% 7,950 $483K
Global Strategic Investment Solutions, LLC 0.06% Add +0.2% 7,947 $483K
FWG Investments, LLC. 0.52% Add +4.9% 7,943 $482K
Radnor Capital Management, LLC 0.08% Reduce -18.7% 7,920 $481K
Sutton Place Investors LLC 0.24% Reduce -2.1% 7,910 $480K
Sandhill Capital Partners LLC 0.04% Add +2.3% 7,845 $477K
Victory Financial Group, LLC 0.28% Reduce -68.1% 7,837 $476K
Obsidian Cio, LLC 0.12% Reduce -2.7% 7,785 $473K
BCGM Wealth Management, LLC 0.17% Add +0.2% 7,765 $472K
Keebeck Wealth Management 0.07% Reduce -0.7% 7,760 $471K
Drexel Morgan & Co. 0.10% Add +9.8% 7,755 $471K
Jordan Park Group LLC 0.03% Reduce -4.8% 7,755 $471K
Lederer & Associates Investment Counsel 0.33% No change 7,750 $471K
NCM Capital Management, LLC 0.26% Reduce -1.0% 7,750 $471K
Stanley-Laman Group, Ltd. 0.06% Add +3.0% 7,720 $469K
Dagco, Inc. 0.21% Add +712.1% 7,715 $469K
Compass Ion Advisors, LLC 0.07% Add +0.1% 7,714 $469K
Hall Kathryn A. 0.11% No change 7,700 $468K
Innealta Capital, LLC 0.20% Reduce -12.1% 7,689 $467K
HUB Investment Partners, LLC 0.03% Add +46.8% 7,683 $467K
Mason & Associates Inc 0.12% No change 7,668 $466K
Concentric Wealth Management, LLC 0.12% No change 7,655 $465K
Marble Harbor Investment Counsel, LLC 0.05% Add +1.1% 7,635 $464K
McIlrath & Eck, LLC 0.07% Reduce -0.9% 7,635 $464K
Paulson Wealth Management Inc. 0.14% Add +87.8% 7,624 $463K
Fermata Advisors, LLC 0.10% Add +102.7% 7,560 $459K
CGN Advisors LLC 0.06% Add +9.5% 7,530 $457K
Staley Capital Advisers Inc. 0.02% Reduce -28.8% 7,525 $457K
IMS Capital Management 0.21% No change 7,515 $456K
Selway Asset Management 0.18% No change 7,500 $456K
Northwest Capital Management Inc 0.15% Add +80.5% 7,481 $454K
Wealth Management Associates, Inc. 0.21% No change 7,756 $454K
Prosperity Consulting Group, LLC 0.06% Reduce -6.3% 7,455 $453K
Roman Butler Fullerton & Co. 0.17% Add +10.1% 7,919 $453K
Pinnacle Wealth Management Group, Inc. 0.34% Reduce -76.6% 7,435 $452K
Alta Wealth Advisors LLC 0.23% Add +6.9% 7,431 $451K
Ti-Trust, Inc. 0.33% No change 7,425 $451K
Lewis Asset Management, LLC 0.37% Add +7.2% 7,424 $451K
Scissortail Wealth Management, LLC 0.12% New 7,375 $448K
Performance Wealth Partners, LLC 0.02% No change 7,355 $447K
Schnieders Capital Management LLC 0.09% Reduce -1.4% 7,330 $445K
Powell Investment Advisors, LLC 0.24% Reduce -16.1% 7,328 $445K
LexAurum Advisors, LLC 0.11% Add +0.1% 7,285 $443K
Operose Advisors LLC 0.15% Add +6.6% 7,281 $442K
JB Capital LLC 0.03% Add +14.3% 7,255 $441K
Clear Creek Financial Management, LLC 0.06% Reduce -10.7% 6,190 $438K
My Personal CFO, LLC 0.25% No change 7,180 $436K
Pension & Wealth Management Advisors, Inc. 0.29% No change 7,170 $436K
Whalerock Point Partners, LLC 0.12% No change 7,165 $435K
Capital Planning LLC 0.14% Reduce -12.6% 7,140 $434K
DDD Partners, LLC 0.05% No change 7,139 $434K
Occidental Asset Management, LLC 0.08% Reduce -8.2% 7,137 $434K
LaSalle St. Investment Advisors, LLC 0.24% Reduce -13.1% 4,321 $433K
Rappaport Reiches Capital Management, LLC 0.14% No change 7,120 $432K
Tradition Wealth Management, LLC 0.04% No change 7,112 $432K
Grant Street Asset Management, Inc. 0.14% Reduce -15.9% 7,102 $431K
Sawgrass Asset Management LLC 0.05% No change 7,100 $431K
Defined Wealth Management, LLC 0.31% No change 7,090 $431K
Sunflower Bank, N.A. 0.10% No change 7,080 $430K
Falcon Wealth Planning 0.07% Reduce -1.9% 7,015 $426K
ARS Investment Partners, LLC 0.04% No change 7,000 $425K
CWA Asset Management Group, LLC 0.03% Reduce -0.5% 6,998 $425K
Eudaimonia Advisors LLC 0.23% No change 6,990 $425K
SP Asset Management LLC 0.04% Add +0.1% 6,952 $422K
Greenhouse Wealth Management, LLC 0.32% Add +0.2% 6,926 $421K
4J Wealth Management LLC 0.36% Reduce -11.4% 6,916 $420K
Transform Wealth, LLC 0.04% Add +39.1% 6,912 $420K
L.M. Kohn & Company 0.12% Reduce -2.2% 6,863 $417K
Peregrine Asset Advisers, Inc. 0.17% No change 6,855 $416K
Marquette Asset Management, LLC 0.07% Reduce -19.7% 6,835 $415K
One Wealth Management Investment & Advisory Services, LLC 0.17% Reduce -12.9% 6,810 $414K
Van Cleef Asset Management,Inc 0.05% Add +0.2% 6,800 $413K
Range Financial Group LLC 0.21% Reduce -19.5% 6,795 $413K
World Investment Advisors 0.06% Reduce -31.1% 6,761 $411K
Optimum Investment Advisors 0.19% No change 6,760 $411K
Advisor OS, LLC 0.05% Add +7.9% 6,757 $410K
Benedetti & Gucer, Inc. 0.20% Reduce -15.9% 6,738 $410K
Sunburst Financial Group, LLC 0.12% Add +31.8% 6,785 $410K
Financial Guidance Group, Inc. 0.27% No change 6,740 $409K
Nicolet Advisory Services, LLC 0.04% Reduce -2.0% 6,820 $409K
Center For Asset Management LLC 0.33% No change 6,735 $409K
Worth Financial Advisory Group, LLC 0.28% No change 6,700 $407K
Safeguard Financial, LLC 0.13% No change 6,682 $406K
Berkeley Capital Partners, LLC 0.12% Add +4.5% 6,654 $404K
Mason Investment Advisory Services, Inc. 0.03% Reduce -9.0% 6,640 $403K
Harmony Asset Management LLC 0.17% Add +17.5% 6,620 $402K
Eagle Ridge Investment Management 0.04% Add +1.6% 6,598 $401K
McElhenny Sheffield Capital Management, LLC 0.14% Reduce -9.9% 6,578 $400K
Values Added Financial LLC 0.31% No change 6,576 $399K
Greenwood Capital Associates LLC 0.05% Reduce -29.6% 6,560 $398K
Florida Trust Wealth Management Co 0.01% Add +10.7% 6,560 $398K
Fortis Capital Advisors, LLC 0.17% New 6,558 $398K
Sugarloaf Wealth Management, LLC 0.08% Add +7.8% 6,553 $398K
Legacy PCG, LLC 0.25% Reduce -1.8% 6,553 $398K
Live Oak Private Wealth LLC 0.07% Add +8.5% 6,537 $397K
Dopkins Wealth Management, LLC 0.24% New 6,535 $397K
Smith Salley Wealth Management 0.03% Reduce -48.5% 6,530 $397K
Teamwork Financial Advisors, LLC 0.06% New 6,528 $397K
Heritage Trust Co 0.05% Reduce -0.9% 6,495 $395K
Silicon Valley Capital Partners 0.06% Add +0.3% 6,461 $392K
Delta Financial Group, Inc. 0.12% Add +0.9% 6,439 $391K
McDaniel Terry & Co. 0.03% No change 6,440 $391K
Archer Investment Corp 0.12% Reduce -29.5% 6,394 $388K
Kingfisher Capital LLC 0.09% Add +0.3% 6,372 $387K
Charles Schwab Trust Co 0.04% Reduce -17.1% 6,320 $384K
Personal Cfo Solutions, LLC 0.06% Add +2.5% 6,313 $383K
Berger Financial Group, Inc 0.03% No change 6,308 $383K
J.P. Marvel Investment Advisors, LLC 0.07% No change 6,295 $382K
Apella Capital, LLC 0.02% Add +41.7% 6,361 $382K
JT Stratford LLC 0.08% Reduce -3.0% 6,253 $380K
Debussy Capital Management LP 0.11% Add +8.3% 6,330 $379K
Onyx Bridge Wealth Group LLC 0.07% Reduce -8.3% 6,540 $378K
Graybill Wealth Management, LTD. 0.16% Add +6.6% 6,204 $377K
Rothschild Capital Partners, LLC 0.11% Add +18.5% 6,197 $376K
First Bancorp, Inc 0.28% No change 6,175 $375K
Facet Wealth, Inc. 0.01% Add +7.3% 6,319 $375K
True Link Financial Advisors, LLC 0.04% Reduce -8.5% 6,170 $375K
American National Bank & Trust Co. 0.09% — 6,160 $374K
Fox Financial, Inc 0.34% No change 6,155 $374K
Ade, LLC 0.25% No change 6,152 $374K
Plum Street Advisors, LLC 0.19% No change 5,991 $373K
Roundview Capital LLC 0.03% New 6,131 $372K
M3 Advisory Group, LLC 0.34% Add +1.8% 6,130 $372K
Summit Trail Advisors, LLC 0.01% No change 6,130 $372K
William Howard & Co Financial Advisors Inc 0.35% — 6,117 $372K
Grey Street Capital, LLC 0.05% Add +8.8% 6,119 $372K
Aspen Grove Capital, LLC 0.10% No change 6,100 $371K
Planning Directions Inc. 0.26% Add +6.6% 6,095 $370K
Tucker Asset Management LLC 0.09% Reduce -0.8% 6,095 $370K
IAG Wealth Partners, LLC 0.08% No change 6,080 $369K
Mill Creek Capital Advisors, LLC 0.01% No change 6,070 $369K
Faithward Advisors, LLC 0.07% No change 6,060 $368K
Gray Wealth Management Inc. 0.16% No change 6,027 $366K
CapWealth Advisors, LLC 0.04% No change 6,015 $365K
Princeton Global Asset Management LLC 0.09% No change 6,000 $364K
Clarity Financial LLC 0.06% New 5,998 $364K
Toronto Dominion Bank 0.00% No change 5,990 $364K
Lion Street Advisors, LLC 0.15% Reduce -80.0% 1,309 $363K
Modern Wealth Management, LLC 0.03% Add +22.5% 5,972 $363K
Verum Partners LLC 0.13% Reduce -2.0% 5,966 $362K
Auxano Advisors, LLC 0.11% Add +0.3% 5,961 $362K
Barr E S & Co. 0.02% Add +55.4% 5,960 $362K
Garde Capital, Inc. 0.03% No change 5,970 $362K
W Advisors, LLC 0.25% No change 5,945 $361K
Kellett Wealth Advisors, LLC 0.25% New 5,925 $360K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 6,290 $360K
Jentner Corp 0.13% No change 5,900 $358K
Central Pacific Bank - Trust Division 0.05% — 5,930 $358K
Princeton Capital Management LLC 0.13% No change 5,890 $358K
TFC Financial Management, Inc. 0.06% Reduce -23.1% 5,884 $357K
ARS Wealth Advisors Group, LLC 0.05% Add +1.6% 5,845 $355K
Foster & Motley Inc. 0.02% Reduce -5.7% 5,840 $355K
Heritage Wealth Management, LLC 0.18% Add +16.4% 5,822 $354K
Asset Dedication, LLC 0.03% Reduce -2.2% 5,820 $353K
Advance Capital Management, Inc. 0.02% Add +0.5% 5,798 $352K
REAP Financial Group, LLC 0.10% No change 5,783 $351K
Avaii Wealth Management, LLC 0.21% No change 5,760 $350K
Bull Street Advisors, LLC 0.17% No change 5,745 $349K
Successful Portfolios LLC 0.24% Add +15.0% 5,745 $349K
Family Asset Management, LLC 0.22% Reduce -0.1% 5,732 $348K
Market Street Wealth Management Advisors LLC 0.06% Reduce -27.9% 5,730 $348K
Partners in Financial Planning 0.08% Add +38.5% 5,728 $348K
Aberdeen Wealth Management LLC 0.20% No change 5,725 $348K
Hohimer Wealth Management, LLC 0.08% Reduce -3.3% 5,715 $347K
Gradient Capital Advisors, LLC 0.13% No change 5,713 $347K
BOS Asset Management, LLC 0.18% Reduce -3.8% 5,707 $347K
RPg Family Wealth Advisory, LLC 0.11% Reduce -23.2% 5,680 $345K
St Germain D J Co. Inc. 0.02% Reduce -0.7% 5,680 $345K
Trek Financial, LLC 0.03% Reduce -7.0% 5,675 $345K
Trustco Bank Corp. N Y 0.35% No change 5,605 $340K
Legacy Bridge, LLC 0.20% Add +5.2% 5,600 $340K
McNaughton Wealth Management, LLC 0.19% No change 5,600 $340K
GR Financial Group, LLC 0.08% Reduce -34.8% 5,575 $339K
Gilman Hill Asset Management, LLC 0.06% No change 5,565 $338K
Mattern Capital Management, LLC 0.05% Reduce -36.3% 5,550 $337K
Boston Trust Walden Corp 0.00% No change 5,490 $333K
Strategy Asset Managers LLC 0.07% Add +0.4% 5,464 $332K
Welch Group, LLC 0.02% Add +10.2% 5,460 $332K
Legacy Edge Advisors, LLC 0.07% No change 5,450 $331K
Fiduciary Family Office, LLC 0.13% Reduce -22.1% 4,333 $331K
Resurgent Financial Advisors LLC 0.18% Add +12.4% 5,419 $329K
Red Door Wealth Management, LLC 0.06% No change 5,413 $329K
Shira Ridge Wealth Management 0.19% Add +1.0% 5,403 $328K
Financial Perspectives, Inc 0.12% Add +1.2% 5,399 $328K
AlphaStar Capital Management, LLC 0.03% Add +11.5% 5,396 $328K
Monterey Private Wealth, Inc. 0.13% Add +7.4% 5,387 $327K
Quantbot Technologies LP 0.02% New 5,379 $327K
Hibernia Wealth Partners, LLC 0.22% Add +25.7% 5,379 $327K
Criterion Capital Advisors, LLC 0.22% Reduce -0.8% 5,372 $326K
Bernardo Wealth Planning LLC 0.09% No change 5,371 $326K
RVW Wealth, LLC 0.03% Reduce -7.9% 5,345 $325K
Baldwin Wealth Partners LLC 0.02% Reduce -55.3% 5,345 $325K
Segment Wealth Management, LLC 0.02% No change 5,340 $324K
SkyOak Wealth, LLC 0.08% Add +23.1% 5,325 $323K
Bank Ozk 0.14% Reduce -11.2% 5,299 $322K
Summit Wealth & Retirement Planning, Inc. 0.11% No change 5,275 $320K
Douglass Winthrop Advisors, LLC 0.01% No change 5,270 $320K
OneAscent Wealth Management LLC 0.12% Reduce -5.1% 5,269 $320K
BCK Partners, Inc. 0.17% Reduce -0.9% 5,206 $316K
Custos Family Office, LLC 0.16% Add +0.1% 5,192 $315K
Ameraudi Asset Management, Inc. 0.15% No change 5,175 $314K
Acorn Wealth Advisors, LLC 0.16% No change 5,168 $314K
Crestone Asset Management LLC 0.06% No change 5,150 $313K
Mystic Asset Management, Inc. 0.13% No change 5,145 $313K
Seeds Investor LLC 0.29% Add +15.1% 5,134 $312K
Householder Group Estate & Retirement Specialist, LLC 0.09% Reduce -15.3% 5,092 $309K
Hyman Charles D 0.02% No change 5,090 $309K
Total Clarity Wealth Management, Inc. 0.11% New 5,047 $307K
Aufman Associates Inc 0.22% No change 5,045 $306K
Braun-Bostich & Associates Inc. 0.26% Reduce -23.0% 5,030 $306K
Bluestem Financial Advisors, LLC 0.16% No change 5,014 $305K
Bantamac Capital, LLC 0.17% No change 5,000 $304K
Tudor Investment Corporation 0.00% Reduce -25.9% 4,998 $304K
Auour Investments LLC 0.11% No change 4,995 $303K
Madrona Financial Services, LLC 0.11% Reduce -89.2% 4,987 $303K
LS Investment Advisors, LLC 0.05% Reduce -16.7% 4,985 $303K
Veracity Capital LLC 0.12% Reduce -7.6% 4,978 $302K
Ellsworth Advisors, LLC 0.09% Reduce -12.4% 5,218 $302K
BIP Wealth, LLC 0.02% New 4,960 $301K
Greenspring Advisors, LLC 0.08% No change 4,955 $301K
Heritage Financial Services, LLC 0.04% Reduce -28.0% 4,930 $299K
Vertex Planning Partners, LLC 0.08% Add +7.3% 4,925 $299K
Bellecapital International Ltd. 0.07% No change 4,920 $299K
Creative Capital Management Investments LLC 0.15% Add +5.5% 4,910 $298K
Alexander Randolph Advisory, Inc. 0.26% Reduce -10.8% 4,885 $297K
Smart Money Group LLC 0.12% New 5,192 $297K
Orgel Wealth Management, LLC 0.01% Reduce -13.6% 4,870 $296K
Imprint Wealth LLC 0.07% New 4,885 $295K
WMS Partners, LLC 0.02% No change 4,837 $294K
Main Management LLC 0.03% No change 4,825 $293K
Financial Life Advisors 0.12% Add +1.8% 4,818 $293K
Inspire Advisors, LLC 0.04% Reduce -1.5% 4,806 $292K
Texas Yale Capital Corp. 0.01% Add +0.2% 4,803 $292K
Alpha Cubed Investments, LLC 0.02% Add +6.7% 4,800 $292K
Dumont & Blake Investment Advisors LLC 0.08% No change 4,785 $291K
BTC Capital Management, Inc. 0.03% — 4,780 $290K
Financial Gravity Asset Management, Inc. 0.08% Reduce -97.6% 1,046 $290K
Commonwealth Retirement Investments LLC 0.14% Reduce -7.3% 4,755 $289K
Hoese & Co LLP 0.26% Reduce -9.9% 5,005 $289K
Zuckerman Investment Group, LLC 0.03% No change 4,735 $288K
WealthCare Investment Partners, LLC 0.14% Reduce -7.0% 4,688 $285K
Canopy Partners, LLC 0.14% No change 4,685 $285K
Penney Financial, LLC 0.21% Reduce -1.6% 4,680 $284K
Alpha Financial Advisors, LLC 0.13% Reduce -2.3% 4,672 $284K
Front Row Advisors LLC 0.11% Add +5731.3% 4,665 $283K
Peterson Financial Group, Inc. 1.85% Reduce -2.6% 4,657 $283K
Noesis Capital Mangement Corp. 0.06% Reduce -7.2% 4,650 $282K
Coulter & Justus Financial Services, LLC 0.06% New 4,650 $282K
Gratus Capital, LLC 0.01% Add +22.0% 4,635 $282K
First National Bank & Trust Co. of Newtown 0.06% Reduce -9.8% 4,625 $281K
Phillips Wealth Planners LLC 0.32% New 4,923 $281K
Abound Wealth Management 0.11% Reduce -26.1% 4,620 $281K
Forum Financial Management, LP 0.00% Add +3.0% 4,616 $280K
Chilton Capital Management LLC 0.01% Reduce -10.0% 4,610 $280K
JGP Wealth Management, LLC 0.04% Add +20.9% 4,595 $279K
Sentry LLC 0.05% No change 4,575 $278K
Northeast Investment Management 0.01% No change 4,575 $278K
Denver Wealth Management, Inc. 0.14% Add +0.3% 4,572 $278K
Montz Harcus Wealth Management LLC 0.19% Add +0.2% 4,563 $277K
Forthright Family Wealth Advisory LLC 0.19% New 4,560 $277K
Granite Investment Partners, LLC 0.01% No change 4,555 $277K
Beaton Management Co. Inc. 0.15% No change 4,530 $275K
Nabity-Jensen Investment Management Inc 0.23% No change 4,525 $275K
Seed Wealth Management, Inc. 0.26% No change 4,550 $275K
Icon Wealth Advisors, LLC 0.03% Add +35.2% 4,517 $274K
Family Manage LLC 0.05% No change 4,515 $274K
Landaas & Co. /Wi 0.09% New 4,516 $274K
Hamilton Point Investment Advisors, LLC 0.05% No change 4,500 $273K
Noble Family Wealth, LLC 0.08% No change 4,480 $272K
Sageworth Trust Co 0.02% No change 4,475 $272K
Affinity Wealth Management LLC 0.05% No change 4,450 $270K
Client 1ST Advisory Group, LLC 0.12% Reduce -2.3% 4,435 $269K
Alpha Omega Wealth Management LLC 0.05% Reduce -3.1% 4,425 $269K
Veltria Advisors Corp. 0.07% Reduce -4.3% 4,420 $268K
LJI Wealth Management, LLC 0.07% New 4,406 $268K
Sierra Summit Advisors LLC 0.07% No change 4,400 $267K
Wolff Wiese Magana LLC 0.23% Add +14.6% 4,395 $267K
Provenance Wealth Advisors, LLC 0.04% Reduce -0.2% 4,377 $266K
WestHill Financial Advisors, Inc. 0.07% No change 4,374 $266K
Adero Partners, LLC 0.02% No change 4,370 $265K
Hanson & Doremus Investment Management 0.05% Add +63.4% 4,370 $265K
Aerodigm Wealth, LLC 0.11% Add +15.9% 4,359 $265K
Forte Capital LLC 0.03% No change 4,355 $265K
Bridgewealth Advisory Group, LLC 0.13% Reduce -7.5% 4,350 $264K
Vishria Bird Financial Group, LLC 0.11% No change 4,345 $264K
Concord Wealth Partners 0.05% Add +52.2% 4,346 $264K
Slagle Financial, LLC 0.14% Reduce -52.6% 4,342 $264K
Carson Advisory Inc. 0.19% Add +11.4% 4,335 $263K
West Michigan Advisors, LLC 0.09% New 4,323 $263K
Signet Financial Management, LLC 0.04% Reduce -30.6% 4,313 $262K
Frank, Rimerman Advisors LLC 0.05% No change 4,300 $261K
Beacon Financial Advisory LLC 0.13% Reduce -84.9% 4,297 $261K
Geneva Partners, LLC 0.11% Add +0.2% 4,289 $260K
Sterling Wealth Management, Inc. 0.13% Add +9.3% 4,285 $260K
Aletheian Wealth Advisors LLC 0.14% No change 4,265 $259K
Colonial River Investments, LLC 0.15% Reduce -12.1% 4,261 $259K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -51.8% 4,255 $258K
Hills Bank & Trust Co 0.02% Reduce -16.2% 4,255 $258K
4Thought Financial Group Inc. 0.17% Add +23.9% 4,248 $258K
Atwood & Palmer Inc. 0.02% Reduce -36.3% 4,240 $258K
Watts Gwilliam & Co., LLC 0.08% — 4,235 $255K
Heritage Wealth Partners, LLC 0.52% Reduce -80.0% 920 $255K
Private Client Services, LLC 0.17% Reduce -6.8% 4,191 $255K
McLean Asset Management Corp 0.09% No change 4,243 $255K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $255K
Altfest L J & Co. Inc. 0.04% Add +0.2% 4,184 $254K
Capital Insight Partners, LLC 0.05% Add +2.6% 4,165 $253K
Trademark Financial Management, LLC 0.21% Reduce -5.1% 4,109 $250K
LVW Advisors, LLC 0.04% Reduce -7.6% 4,095 $249K
MADDEN SECURITIES Corp 0.11% Reduce -50.8% 4,070 $247K
Detalus Advisors, LLC 0.09% Reduce -0.8% 4,065 $247K
Barclays PLC 0.00% Reduce -41.2% 4,065 $247K
Visionary Wealth Advisors 0.02% No change 4,055 $246K
Clark Asset Management, LLC 0.08% No change 4,050 $246K
Mengis Capital Management, Inc. 0.04% Add +1.8% 4,031 $245K
Aspen Investment Management Inc 0.12% New 4,001 $243K
Mainsail Asset Management, LLC 0.20% No change 4,000 $243K
Summitry LLC 0.01% New 4,000 $243K
LongView Wealth Management 0.10% Add +3.0% 3,997 $243K
Liberty Wealth Management LLC 0.05% New 3,989 $242K
Focused Wealth Management, Inc 0.04% Add +0.1% 3,976 $242K
Wellington Wealth Strategies, LLC. 0.11% New 3,975 $241K
Ceera Investments, LLC 0.11% No change 3,975 $241K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $241K
Elevated Capital Advisors, LLC 0.07% Add +0.3% 3,962 $241K
Chemistry Wealth Management LLC 0.06% No change 3,935 $239K
Idaho Trust Co 0.23% Reduce -97.3% 3,933 $239K
Fingerlakes Wealth Management, Inc. 0.23% New 3,933 $239K
Fi3 FINANCIAL ADVISORS, LLC 0.11% Reduce -2.1% 4,049 $237K
Chilton Investment Co. Inc. 0.01% New 3,900 $237K
Blue Barn Wealth, LLC 0.13% Reduce -5.3% 3,896 $237K
TriaGen Wealth Management LLC 0.10% New 3,889 $236K
Hunter Associates Investment Management LLC 0.04% Reduce -22.0% 3,885 $236K
Thompson Siegel & Walmsley LLC 0.00% No change 3,880 $236K
Addison Advisors LLC 0.08% No change 3,885 $236K
Stonebridge Capital Advisors LLC 0.02% Add +5.1% 3,879 $236K
Cypress Wealth Services, LLC 0.05% Reduce -38.5% 3,870 $235K
Birchbrook, Inc. 0.14% Reduce -37.7% 3,868 $235K
Clare Market Investments LLC 0.07% No change 3,850 $234K
Houlihan Financial Resource Group, Ltd. 0.10% No change 3,830 $233K
Wade Financial Advisory, Inc 0.08% New 3,835 $233K
TrueWealth Advisors, LLC 0.09% Reduce -1.2% 3,825 $232K
Concorde Asset Management, LLC 0.16% Reduce -15.0% 3,824 $232K
Matthew Goff Investment Advisor, LLC 0.05% Reduce -5.7% 3,800 $231K
Pacifica Partners Inc. 0.10% Add +49.3% 3,866 $230K
RMR Capital Management, LLC 0.23% New 3,785 $230K
Eight 31 Financial, LLC 0.14% New 3,771 $229K
Advisors Management Group Inc. 0.06% New 3,773 $229K
RiverFront Investment Group, LLC 0.01% New 3,760 $228K
DHK Financial Advisors, Inc. 0.16% No change 3,750 $228K
Hall Capital Management Co. Inc. 0.11% No change 3,750 $228K
Banque Pictet & Cie SA 0.00% Reduce -21.2% 3,750 $228K
Gratus Wealth Advisors, LLC 0.04% Reduce -35.0% 4,031 $227K
O'ROURKE & COMPANY, Inc 0.13% No change 3,730 $227K
Empirical Asset Management, LLC 0.11% Add +2.8% 3,731 $227K
Canvas Wealth Advisors, LLC 0.08% New 4,010 $227K
Gold Investment Management Ltd. 0.09% No change 3,725 $226K
Moody Aldrich Partners LLC 0.04% No change 3,725 $226K
WorthPointe, LLC 0.11% Reduce -17.6% 3,711 $225K
Cedar Point Capital Partners, LLC 0.17% Reduce -0.5% 3,665 $223K
Von Berge Wealth Management Group, LLC 0.14% Reduce -1.6% 3,661 $222K
Trueblood Wealth Management, LLC 0.13% Reduce -0.4% 3,654 $222K
Covenant Asset Management, LLC 0.05% No change 3,640 $221K
Sharp Wealth Advisory, LLC 0.21% New 3,636 $221K
Patrick M Sweeney & Associates, Inc. 0.18% No change 3,635 $221K
Consilium Wealth Advisory, LLC 0.12% Reduce -26.0% 3,635 $221K
Central Valley Advisors, LLC 0.11% Add +0.2% 3,631 $221K
Bfsg, LLC 0.03% No change 3,620 $220K
Fortis Capital Management LLC 0.06% Reduce -9.1% 3,615 $220K
Darrow Company, Inc. 0.14% No change 3,610 $219K
Abich Financial Wealth Management LLC 0.17% Add +313.8% 3,600 $219K
CNB Bank 0.11% No change 3,595 $218K
Aries Wealth Management 0.07% New 3,585 $218K
Orcam Financial Group 0.24% New 3,580 $217K
Epiq Partners, LLC 0.15% New 3,575 $217K
Paradigm, Strategies in Wealth Management, LLC 0.13% New 3,570 $217K
Westshore Wealth, LLC 0.09% New 3,565 $217K
Smith Chas P & Associates Pa Cpas 0.01% New 3,565 $217K
Columbus Macro, LLC 0.08% Reduce -2.4% 3,558 $216K
New Republic Capital, LLC 0.14% Reduce -4.3% 3,540 $215K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -6.9% 3,655 $215K
BNP Paribas Financial Markets 0.00% New 3,524 $214K
Ifrah Financial Services, Inc. 0.06% New 3,519 $214K
NWF Advisory Services Inc. 0.04% Reduce -11.7% 3,505 $213K
Aull & Monroe Investment Management Corp 0.10% New 3,500 $213K
Schechter Investment Advisors, LLC 0.02% Reduce -65.8% 3,490 $212K
Waterway Wealth Management, LLC 0.09% Reduce -43.1% 3,475 $211K
Perkins Coie Trust Co 0.05% No change 3,460 $210K
Heartwood Wealth Advisors LLC 0.03% Reduce -7.7% 3,460 $210K
ACT Advisors, LLC. 0.12% New 3,457 $210K
Capstone Financial Advisors, Inc. 0.01% New 3,453 $210K
TD Capital Management LLC 0.02% Add +0.9% 3,450 $210K
Rodgers & Associates, LTD 0.03% New 3,450 $210K
Reston Wealth Management LLC 0.08% New 3,440 $209K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -8.6% 3,440 $209K
Nixon Peabody Trust Co. 0.02% Reduce -48.2% 3,430 $208K
McAdam, LLC 0.01% Reduce -5.5% 3,418 $208K
United Advisor Group, LLC 0.08% New 3,410 $207K
Annex Advisory Services, LLC 0.01% Reduce -17.0% 3,410 $207K
Palisades Hudson Asset Management, L.P. 0.09% New 3,405 $207K
Eudaimonia Partners, LLC 0.05% New 3,401 $207K
Thor Investment Management Inc. /Oh/ 0.16% New 3,400 $207K
Two Sigma Investments, LP 0.00% New 3,400 $207K
Emergent Wealth Advisors, LLC 0.18% New 3,399 $206K
Sonora Investment Management Group, LLC 0.02% Reduce -6.8% 3,398 $206K
Fogel Capital Management, Inc. 0.12% New 3,480 $204K
Jamison Private Wealth Management, Inc. 0.03% Add +9.7% 3,347 $203K
Freedom Day Solutions, LLC 0.07% New 3,344 $203K
F&V Capital Management, LLC 0.06% New 3,350 $203K
Heritage Investment Group, Inc. 0.03% New 3,340 $203K
Strategic Financial Planning, Inc. 0.15% New 3,339 $203K
Francis Financial, Inc. 0.07% New 3,335 $203K
Resolute Wealth Strategies, LLC 0.12% Reduce -23.2% 3,331 $202K
Northstar Asset Management Inc. 0.04% New 3,330 $202K
Schroder Investment Management Group 0.00% Reduce -25.4% 3,334 $202K
TCP Asset Management, LLC 0.05% New 3,325 $202K
Formidable Asset Management, LLC 0.03% New 3,325 $202K
Stonegate Investment Group, LLC 0.01% New 3,325 $202K
Global Financial Private Client, LLC 0.09% Add +121.6% 3,335 $201K
Presilium Private Wealth, LLC 0.05% Reduce -9.5% 3,313 $201K
SCS Capital Management LLC 0.00% New 3,300 $200K
Voisard Asset Management Group, Inc. 0.11% No change 3,255 $198K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +89.3% 3,208 $195K
Russell Investments Group, Ltd. 0.00% Reduce -93.6% 3,181 $193K
Rosenberg Matthew Hamilton 0.06% No change 3,200 $193K
GoalVest Advisory LLC 0.06% No change 3,150 $191K
Caitlin John, LLC 0.14% Reduce -11.4% 3,114 $189K
Compass Wealth Management LLC 0.05% Reduce -25.4% 3,090 $188K
GPS Wealth Strategies Group, LLC 0.03% Reduce -6.5% 3,080 $187K
Spirit of America Management Corp. 0.04% New 3,230 $187K
Assetmark, Inc. 0.00% Add +51.5% 3,067 $186K
Cornerstone Planning Group LLC 0.06% Reduce -1.4% 3,087 $181K
First United Bank & Trust 0.07% No change 2,925 $178K
Sanctuary Wealth Management, L.L.C. 0.14% No change 2,890 $176K
Tidemark, LLC 0.10% Reduce -15.8% 2,856 $173K
Janiczek Wealth Management, LLC 0.04% No change 2,780 $169K
Wagner Wealth Management, LLC 0.05% No change 2,753 $167K
Register Financial Advisors LLC 0.09% Reduce -2.9% 2,752 $167K
Disciplina Capital Management LLC 0.03% No change 2,715 $165K
Versant Capital Management, Inc 0.05% Reduce -1.3% 2,700 $164K
Iron Horse Wealth Management, LLC 0.06% Add +39.0% 2,675 $162K
Tanglewood Legacy Advisors, LLC 0.08% New 2,635 $160K
TruNorth Capital Management, LLC 0.05% — 2,620 $159K
Elgethun Capital Management 0.04% Add +0.1% 2,594 $157K
Eukles Asset Management 0.07% No change 2,556 $155K
Mitchell Sinkler & Starr 0.04% Reduce -88.6% 2,510 $152K
WealthCollab, LLC 0.11% No change 2,420 $147K
Piscataqua Savings Bank 0.13% Reduce -25.2% 2,420 $147K
SRH Advisors, LLC 0.05% No change 2,410 $146K
Angeles Wealth Management, LLC 0.01% No change 2,405 $146K
McClarren Financial Advisors, Inc. 0.10% Add +0.3% 2,376 $145K
Barrett & Company, Inc. 0.07% No change 2,385 $145K
Ramirez Asset Management, Inc. 0.03% No change 2,375 $144K
Cherry Tree Wealth Management, LLC 0.04% No change 2,360 $143K
Frazier Financial Advisors, LLC 0.12% Add +0.2% 2,359 $143K
Webster Bank, N. A. 0.02% No change 2,335 $142K
Pineridge Advisors LLC 0.05% Reduce -2.1% 2,315 $141K
Steph & Co. 0.05% No change 2,310 $140K
Goodwin Investment Advisory 0.07% No change 2,305 $140K
Balentine LLC 0.00% Add +88.9% 2,220 $135K
Trust Co 0.02% Add +7.3% 2,200 $134K
MTM Investment Management, LLC 0.05% Reduce -19.0% 2,135 $130K
Aspire Wealth Management Corp 0.08% Reduce -63.3% 2,110 $128K
First Financial Corp. 0.06% Add +19.3% 2,105 $128K
Sittner & Nelson, LLC 0.06% No change 2,080 $126K
Resources Management Corp. /CT/ 0.02% No change 2,055 $125K
Gradient Investments LLC 0.00% Reduce -61.1% 2,037 $124K
Sage Mountain Advisors LLC 0.01% Reduce -11.7% 2,030 $123K
Morling Financial Advisors, LLC 0.07% Reduce -3.5% 2,011 $122K
C M Bidwell & Associates Ltd. 0.08% No change 1,980 $120K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,970 $120K
Foster Dykema Cabot & Partners, LLC 0.01% New 1,925 $117K
Spectrum Wealth Counsel, LLC 0.01% No change 1,915 $116K
CarsonAllaria Wealth Management, Ltd. 0.07% New 1,900 $115K
M&R Capital Management Inc. 0.03% Add +0.2% 1,889 $115K
Elevation Wealth Partners, LLC 0.06% Reduce -18.5% 1,883 $114K
Y.D. More Investments Ltd 0.02% No change 1,845 $112K
Larson Financial Group LLC 0.01% Add +15.8% 1,829 $111K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,775 $107K
Dixon Mitchell Investment Counsel Inc. 0.01% New 1,750 $106K
Toth Financial Advisory Corp. 0.01% Reduce -4.8% 1,695 $103K
Ballast Advisors LLC 0.03% Reduce -2.6% 1,690 $103K
Optiver Holding B.V. 0.00% Add +225.0% 1,690 $103K
Avalon Trust Co 0.01% No change 1,655 $101K
Westside Investment Management, Inc. 0.02% No change 1,651 $100K
Gen-Wealth Partners Inc 0.05% — 1,625 $99K
Rothschild Investment LLC 0.01% No change 1,575 $96K
Advantage Trust Co 0.07% No change 1,510 $92K
WFA Asset Management Corp 0.05% New 1,496 $91K
Ransom Advisory, Ltd 0.05% — 1,485 $90K
PrairieView Partners, LLC 0.01% No change 1,475 $90K
Impact Partnership Wealth, LLC 0.04% Reduce -1.0% 1,455 $88K
Kelly Financial Services LLC 0.03% Reduce -6.0% 1,429 $87K
Heritage Wealth Advisors 0.00% No change 1,425 $87K
Highlander Capital Management, LLC 0.03% No change 1,360 $83K
AllSquare Wealth Management LLC 0.05% Reduce -23.1% 1,330 $81K
Moser Wealth Advisors, LLC 0.04% No change 1,275 $77K
Founders Capital Management 0.05% No change 1,275 $77K
SJS Investment Consulting Inc. 0.02% Reduce -58.5% 1,271 $77K
Ashford Advisors, LLC 0.02% Reduce -80.0% 1,250 $76K
New Covenant Trust Company, N.A. 0.07% — 1,205 $73K
Gables Capital Management Inc. 0.04% Add +10.7% 1,195 $73K
West Oak Capital, LLC 0.03% No change 1,150 $70K
Blume Capital Management, Inc. 0.02% No change 1,065 $65K
Woodmont Investment Counsel LLC 0.01% New 1,065 $65K
NFSG Corp 0.03% No change 1,060 $64K
JDM Financial Group LLC 0.05% No change 1,050 $64K
West Branch Capital LLC 0.02% Reduce -51.4% 1,013 $62K
Cetera Trust Company, N.A 0.04% No change 1,000 $61K
Dynamic Wealth Strategies, LLC 0.05% No change 950 $58K
Coston, McIsaac & Partners 0.02% Add +0.2% 967 $58K
Roble, Belko & Company, Inc 0.01% No change 960 $58K
Richard W. Paul & Associates, LLC 0.02% Reduce -1.5% 936 $57K
Atlas Capital Advisors Inc. 0.01% No change 935 $57K
FSA Wealth Management LLC 0.02% No change 925 $56K
Provident Wealth Management, LLC 0.02% Add +256.9% 910 $55K
Blue Bell Private Wealth Management, LLC 0.01% Add +420.0% 910 $55K
Atlantic Private Wealth, LLC 0.04% No change 875 $53K
Kiely Wealth Advisory Group, Inc. 0.03% No change 855 $50K
Bromfield Sneider Wealth Advisors 0.03% Reduce -0.3% 803 $49K
Hexagon Capital Partners LLC 0.01% Add +13.9% 797 $48K
Capital Investment Counsel, Inc 0.01% No change 785 $48K
Beacon Capital Management, LLC 0.01% Reduce -5.5% 780 $47K
Bellevue Asset Management, LLC 0.03% No change 750 $46K
Legacies Wealth LLC 0.04% No change 730 $44K
Wiser Advisor Group LLC 0.07% No change 705 $43K
Pin Oak Investment Advisors Inc. 0.04% No change 690 $42K
Financial Management Professionals, Inc. 0.01% New 657 $40K
Rain Capital Management, LLC 0.03% No change 655 $40K
Ziegler Capital Management, LLC 0.00% No change 6,365 $39K
Integrity Financial Corp 0.03% Reduce -18.2% 630 $38K
Independence Bank of Kentucky 0.01% Reduce -28.6% 625 $38K
True Wealth Design, LLC 0.01% No change 625 $38K
Legend Financial Advisors, Inc. 0.03% No change 590 $36K
Raleigh Capital Management Inc. 0.02% New 586 $36K
Evolution Advisers, Inc. 0.02% No change 565 $35K
Kopp LeRoy C 0.02% — 565 $34K
Kopp Family Office, LLC 0.02% No change 565 $34K
Evergreen Private Wealth LLC 0.02% No change 550 $33K
Arax Advisory Partners 0.00% Add +0.6% 548 $33K
Elevate Wealth Advisory, Inc. 0.03% No change 540 $33K
TFO Wealth Partners, LLC 0.01% No change 510 $31K
Mark Sheptoff Financial Planning, LLC 0.02% Add +26.3% 505 $31K
Investors Research Corp 0.01% Add +2.0% 500 $30K
Byrne Asset Management LLC 0.02% Reduce -12.8% 475 $29K
Pflug Koory, LLC 0.00% No change 475 $29K
Davis Capital Management 0.03% No change 465 $28K
Keener Financial Planning LLC 0.02% No change 460 $28K
Vermillion & White Wealth Management Group, LLC 0.02% Reduce -13.3% 455 $28K
SYM FINANCIAL Corp 0.00% No change 455 $28K
Delta Asset Management LLC 0.00% No change 455 $28K
Costello Asset Management, INC 0.02% Add +0.3% 401 $24K
DecisionPoint Financial, LLC 0.01% No change 420 $24K
Truvestments Capital LLC 0.01% New 385 $23K
WR Wealth Planners, LLC 0.01% Reduce -93.3% 378 $23K
MeadowBrook Investment Advisors LLC 0.02% No change 360 $22K
Amundi 0.00% No change 320 $18K
Signature Resources Capital Management, LLC 0.02% Reduce -80.0% 63 $17K
Laffer Tengler Investments, Inc. 0.01% No change 255 $15K
Kozak & Associates, Inc. 0.00% New 255 $15K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 250 $15K
Raffa Wealth Management, LLC 0.00% No change 245 $15K
Game Plan Financial Advisors, LLC 0.01% No change 235 $14K
Caldwell Sutter Capital, Inc. 0.01% No change 220 $13K
LRI Investments, LLC 0.00% — 215 $13K
PFS Partners, LLC 0.01% Reduce -3.3% 208 $13K
Sound Income Strategies, LLC 0.00% Reduce -77.3% 195 $12K
Howe & Rusling Inc. 0.00% Reduce -17.8% 185 $11K
Grand Wealth Management, LLC 0.01% No change 180 $11K
Kessler Investment Group, LLC 0.01% New 150 $9K
Eagle Bay Advisors LLC 0.01% Reduce -91.5% 130 $8K
Pathway Financial Advisers, LLC 0.00% Reduce -6.4% 117 $7K
Covestor Ltd 0.00% Reduce -30.9% 121 $7K
Copeland Capital Management, LLC 0.00% Reduce -83.8% 107 $7K
Lowe Wealth Advisors, LLC 0.00% Add +50.0% 105 $6K
Smartleaf Asset Management LLC 0.00% New 90 $5K
Aristotle Capital Boston, LLC 0.00% Reduce -47.6% 76 $5K
Highline Wealth Partners LLC 0.00% No change 75 $5K
Tower View Wealth Management LLC 0.00% Reduce -2.7% 73 $4K
Clarity Asset Management, Inc. 0.00% Reduce -73.3% 72 $4K
CGC Financial Services, LLC 0.00% No change 70 $4K
Financial Freedom, LLC 0.00% Add +3.6% 57 $3K
American Capital Advisory, LLC 0.00% New 11 $3K
Breakwater Investment Management 0.00% — 15 $912
Naples Money Management LLC 0.00% No change 10 $607
Rakuten Securities, Inc. 0.00% New 5 $304

"% of holder's portfolio" is IJH's weight in each manager's 13F, not the share of iShares Core S&P Midcap ETF the manager owns.