iShares Core S&P Midcap ETFIJHETF

13F holders, Q2 2024 (June 30)
2,223holders −4
94new positions
102sold out
8famous investors
$58.29avg. 13F price*

At the end of Q2 2024, 2,223 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, down 4 from Q1 2024. 94 opened new positions and 102 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.9B), Bank of America Corp. ($3.8B) and Wells Fargo & Company ($2.9B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions94$149.3M
Exits102$370.1M

All 13F filers, Q1 2024 → Q2 2024: 58,563,235 shares bought and 22,429,976 shares sold, net +36,133,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,223 holders

Northwestern Mutual Wealth Management Co. 5.80% Add +3.3% 100,490,787 $5.9B
Bank of America Corp. 0.36% Reduce -1.0% 64,103,498 $3.8B
Wells Fargo & Company 0.74% Reduce -0.6% 48,732,822 $2.9B
Bank of New York Mellon Corp 0.54% Reduce -0.1% 48,227,597 $2.8B
LPL Financial LLC 1.17% Add +4.0% 40,062,625 $2.3B
JPMorgan Chase & Co. 0.20% Add +3.8% 39,484,489 $2.3B
FMR LLC 0.13% Add +18.4% 35,573,981 $2.1B
Morgan Stanley 0.15% Reduce -0.5% 34,194,339 $2.0B
Envestnet Asset Management Inc. 0.49% Add +83.0% 24,275,880 $1.4B
Royal Bank of Canada 0.31% Add +4.7% 22,281,908 $1.3B
UBS Group AG 0.39% Reduce -0.2% 21,966,508 $1.3B
BlackRock Inc. 0.03% Add +5.0% 20,982,084 $1.2B
Northern Trust Corp. 0.19% Add +5.3% 19,625,769 $1.1B
Raymond James & Associates 0.73% Add +1.2% 18,872,281 $1.1B
PNC Financial Services Group, Inc. 0.64% Add +2.5% 16,354,902 $957.1M
Goldman Sachs Group Inc. 0.15% Reduce -1.9% 12,754,983 $746.4M
Mariner, LLC 1.36% Add +2.3% 11,949,940 $699.3M
First Command Advisory Services, Inc. 6.59% Add +0.0% 10,847,859 $634.9M
Acorns Advisers, LLC 6.43% Add +4.2% 10,257,749 $600.3M
Balyasny Asset Management L.P. 1.56% Add +20.1% 10,100,022 $591.1M
Ameriprise Financial Inc. 0.15% Reduce -8.8% 9,470,975 $554.2M
Keybank National Association 2.18% Reduce -0.2% 9,085,958 $531.7M
Financial Engines Advisors L.L.C. 1.15% Reduce -1.5% 8,863,344 $518.7M
Truist Financial Corp. 0.69% Reduce -4.2% 7,707,581 $451.0M
Millburn Ridgefield LLC 12.03% Add +5.4% 7,704,512 $450.9M
Catalyst Capital Advisors LLC 10.41% Add +5.4% 7,704,512 $450.9M
Regions Financial Corp. 3.27% Reduce -1.2% 7,353,116 $430.3M
Raymond James Financial Services Advisors, Inc. 0.59% Reduce -3.7% 7,135,819 $417.6M
Pathstone Holdings, LLC 1.87% Reduce -0.9% 7,056,983 $413.0M
Wealthspire Advisors, LLC 5.16% Add +1.9% 6,882,299 $402.8M
HighTower Advisors, LLC 0.62% Add +0.7% 6,875,665 $402.4M
Commonwealth Equity Services, LLC 0.59% Add +3.1% 6,419,146 $375.6M
AlTi Global, Inc. 10.05% Add +5.4% 6,394,994 $374.2M
Bank of Montreal 0.11% Add +0.8% 6,026,181 $353.9M
Alesco Advisors, LLC, An ESL Co 10.13% Reduce -0.1% 5,285,049 $309.3M
Creative Planning 0.32% Reduce -0.9% 5,102,022 $298.6M
Fifth Third Bancorp 1.13% Reduce -4.7% 5,088,984 $297.8M
Northwestern Mutual Investment Management Company, LLC 7.43% Add +9.2% 4,905,096 $287.0M
US Bancorp \de 0.38% Add +4.5% 4,746,193 $277.7M
Circle Wealth Management, LLC 5.82% No change 4,302,213 $251.8M
Bridges Investment Management Inc. 3.58% Add +60.4% 4,024,389 $235.5M
MAI Capital Management 2.24% Add +6.8% 3,879,708 $227.0M
Franklin Resources Inc. 0.06% Reduce -2.6% 3,278,780 $191.9M
Stifel Financial Corp. 0.21% Add +1.2% 3,241,684 $189.7M
Cerity Partners LLC 0.51% Add +1.4% 3,218,314 $188.3M
Baird Financial Group, Inc. 0.38% Reduce -1.2% 3,144,447 $184.0M
Flputnam Investment Management Co. 3.34% Reduce -1.4% 3,041,598 $178.0M
Citizens Financial Group Inc. 3.84% Add +4.7% 2,955,375 $172.9M
Comerica Bank 0.70% Add +2.6% 2,881,681 $168.6M
Davis R M Inc. 3.38% Add +4.2% 2,845,510 $166.5M
Cresset Asset Management, LLC 0.69% Add +7.8% 2,780,981 $162.7M
Cetera Investment Advisers 0.36% Add +3.1% 2,691,981 $157.5M
MML Investors Services, LLC 0.63% Add +1.4% 2,647,308 $154.9M
First Financial Bankshares Inc 3.55% Add +1.5% 2,642,925 $154.7M
Members Trust Co 4.55% Reduce -21.1% 2,562,323 $149.9M
Jones Financial Companies LLLP 0.17% Add +17.1% 2,555,818 $149.6M
Haverford Trust Co 1.54% Reduce -2.8% 2,505,469 $146.6M
Focus Partners Wealth 0.48% Add +107.6% 2,420,504 $141.6M
UMB Bank, n.a. 2.31% Add +3.9% 2,405,906 $140.8M
Sandy Spring Bank 6.17% Add +0.7% 2,389,797 $139.9M
Greenleaf Trust 1.32% Add +0.3% 2,379,035 $139.2M
Mercer Global Advisors Inc. 0.38% Add +1.0% 2,434,904 $138.7M
Accredited Investors Inc. 8.43% Reduce -4.1% 2,310,750 $135.2M
Osaic Holdings, Inc. 0.30% Reduce -16.2% 2,174,343 $127.3M
Sand Hill Global Advisors, LLC 5.75% Add +0.7% 2,164,888 $126.7M
Corient Private Wealth LP 0.22% Add +3.8% 2,119,152 $124.0M
Alaska Permanent Capital Management, LLC 10.40% Reduce -5.5% 2,079,352 $121.7M
State of Michigan Retirement System 0.61% Add +4.2% 2,036,610 $119.2M
TD Asset Management Inc 0.11% Add +0.3% 2,025,218 $118.5M
Sigma Investment Counselors Inc. 7.39% Add +2.4% 2,017,580 $118.1M
Municipal Employees' Retirement System of Michigan 1.63% Reduce -31.9% 2,005,370 $117.4M
Connecticut Wealth Management, LLC 5.60% Add +2.9% 1,855,319 $108.6M
BLB&B Advisors, LLC 5.90% Add +8.0% 1,840,161 $107.7M
Ally Invest Advisors Inc. 10.22% Add +1.9% 1,816,490 $106.3M
Horizon Investments, LLC 2.91% Add +63.9% 1,799,403 $105.3M
Fiduciary Trust Co 1.58% Reduce -2.9% 1,794,633 $105.0M
Cahaba Wealth Management, Inc. 9.16% Add +2.2% 1,774,165 $103.8M
Rockefeller Capital Management L.P. 0.29% Reduce -8.4% 1,758,889 $103.0M
Whittier Trust Co. 1.39% Add +3.7% 1,678,939 $98.3M
HSBC Holdings PLC 0.06% Add +98.3% 1,631,916 $95.5M
Linscomb Wealth, Inc. 4.83% Reduce -1.3% 1,596,053 $93.4M
FIL Ltd 0.09% Reduce -36.9% 1,583,635 $92.7M
Badgley Phelps Wealth Managers, LLC 2.29% Add +0.5% 1,580,455 $92.5M
Bessemer Group Inc. 0.16% Add +4.0% 1,580,095 $92.5M
Acropolis Investment Management, LLC 5.83% Add +3.7% 1,577,531 $92.3M
Bokf, NA 1.65% Reduce -1.0% 1,573,817 $92.1M
Captrust Financial Advisors 0.29% Add +0.8% 1,531,540 $89.6M
Farmers & Merchants Investments Inc. 2.94% Add +1.6% 1,504,791 $88.1M
Steward Partners Investment Advisory, LLC 0.91% Add +3.5% 1,476,805 $86.4M
Wealth Enhancement Advisory Services, LLC 0.20% Add +94.0% 1,469,516 $86.0M
State Street Corp. 0.00% Reduce -0.9% 1,458,958 $85.4M
Legacy Wealth Management, LLC 6.09% Reduce -2.7% 1,438,873 $84.2M
Lutz Financial Services LLC 7.32% Add +0.6% 1,435,060 $84.0M
Kestra Advisory Services, LLC 0.47% Add +16.3% 1,476,481 $83.9M
M&T Bank Corp 0.28% Reduce -1.1% 1,416,825 $82.9M
First Interstate Bank 5.48% Add +0.1% 1,410,992 $82.6M
Valeo Financial Advisors, LLC 2.52% Add +2028.7% 1,376,811 $80.6M
BOK Financial Private Wealth, Inc. 5.71% Add +1.9% 1,342,772 $78.6M
Klingman & Associates, LLC 5.18% Add +2.7% 1,308,107 $76.6M
Full Sail Capital, LLC 5.11% Add +5.7% 1,298,442 $76.0M
Vicus Capital 6.70% Add +0.3% 1,266,027 $74.1M
Chandler Asset Management, Inc. 14.96% Reduce -0.5% 1,261,343 $73.8M
Tiaa Trust, National Association 0.22% Reduce -11.4% 1,241,461 $72.6M
Sage Financial Group Inc. 6.26% Add +7.3% 1,235,505 $72.3M
Lee Financial Co 11.65% Add +0.8% 1,219,110 $71.3M
Leonard Rickey Investment Advisors P.L.L.C. 16.75% Add +1.6% 1,194,196 $69.9M
Planning Alternatives Ltd. 11.11% Add +0.9% 1,172,528 $68.6M
Arkansas Financial Group, Inc. 11.99% Reduce -2.9% 1,151,025 $67.4M
Goelzer Investment Management, Inc. 3.72% Add +0.1% 1,137,122 $66.5M
Tarbox Family Office, Inc. 11.64% Reduce -0.6% 1,127,641 $66.0M
RMR Wealth Builders 7.46% Add +4.8% 1,110,572 $65.0M
DT Investment Partners, LLC 5.75% Add +36.1% 1,109,367 $64.9M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -0.0% 1,108,241 $64.9M
Phillips Financial Management, LLC 5.32% Reduce -4.7% 1,101,264 $64.4M
Voya Investment Management LLC 0.07% Add +61.0% 1,098,718 $64.3M
RKL Wealth Management LLC 6.14% Add +4.4% 1,088,960 $63.7M
LVZ, Inc. 8.56% Reduce -2.8% 1,073,213 $62.8M
Moneta Group Investment Advisors LLC 1.00% Reduce -0.1% 1,068,017 $62.5M
Stratos Wealth Partners, LTD. 1.00% Reduce -1.9% 1,059,647 $62.0M
Thrivent Financial for Lutherans 0.12% Add +8.3% 1,053,607 $61.7M
Equitable Holdings, Inc. 0.65% Add +3.9% 1,051,604 $61.5M
Bank of Nova Scotia 0.12% Reduce -0.0% 1,043,500 $61.1M
Cape Cod Five Cents Savings Bank 5.86% Reduce -4.0% 1,034,898 $60.6M
&partners 2.60% Add +124.9% 1,009,081 $59.4M
Avidian Wealth Enterprises, LLC 2.84% Add +6.4% 1,006,706 $58.9M
Destination Wealth Management 1.92% Reduce -1.2% 994,770 $58.2M
Capital Analysts, LLC 2.57% Add +1.4% 993,482 $58.1M
MCF Advisors LLC 4.39% Add +1.0% 990,771 $58.0M
American Trust 4.73% Reduce -0.1% 986,081 $57.7M
MassMutual Private Wealth & Trust, FSB 1.75% Reduce -8.2% 986,024 $57.7M
Whittier Trust Co. of Nevada Inc. 1.58% Add +0.1% 973,660 $57.0M
First Horizon Advisors, Inc. 1.73% Reduce -1.2% 972,042 $56.9M
MainStreet Investment Advisors LLC 6.90% Add +310.5% 963,629 $56.4M
Valmark Advisers, Inc. 0.96% Reduce -2.4% 960,066 $56.2M
Chicago Partners Investment Group LLC 2.17% Add +1.1% 911,009 $56.1M
Private Advisor Group, LLC 0.37% Add +5.3% 954,263 $55.8M
Wintrust Investments LLC 4.54% Add +4.3% 952,975 $55.8M
Bangor Savings Bank 5.51% Add +0.5% 940,353 $55.0M
Clearstead Advisors, LLC 0.94% Add +17.7% 938,811 $54.9M
Alaska Wealth Advisors, LLC 8.46% Reduce -4.0% 931,573 $54.5M
Cwm, LLC 0.25% Add +5.2% 920,855 $53.9M
Arrow Financial Corp 5.09% Reduce -4.7% 891,793 $52.2M
Ballentine Partners, LLC 0.96% Reduce -2.4% 888,149 $52.0M
First Hawaiian Bank 1.72% Reduce -34.2% 871,440 $51.0M
PDS Planning, Inc 5.07% Add +2.8% 859,146 $50.3M
Pine Ridge Advisers LLC 5.33% Add +4.7% 855,025 $50.0M
Modera Wealth Management, LLC 0.73% Reduce -2.0% 848,860 $49.7M
West Paces Advisors Inc. 12.44% Add +0.3% 815,130 $47.7M
HBC Financial Services, PLLC 30.24% Reduce -1.1% 774,266 $47.5M
CKW Financial Group 5.99% Add +0.3% 809,312 $46.9M
Alliancebernstein L.P. 0.02% Add +67.0% 793,144 $46.4M
Manufacturers Life Insurance Company, The 0.04% Add +2.9% 788,835 $46.2M
Sax Wealth Advisors, LLC 4.35% Add +2.6% 780,763 $45.7M
Integrated Wealth Concepts LLC 0.62% Reduce -0.1% 774,996 $45.4M
JNBA Financial Advisors 4.70% Reduce -3.0% 760,840 $44.5M
First Business Financial Services, Inc. 4.71% Reduce -0.5% 759,502 $44.4M
Bank of Stockton 13.87% Reduce -0.1% 747,899 $43.8M
Journey Advisory Group, LLC 5.23% Add +1.2% 747,069 $43.7M
Evermay Wealth Management LLC 6.89% Reduce -0.6% 734,303 $43.0M
MBL Wealth, LLC 4.81% Add +4.6% 733,835 $42.9M
Axxcess Wealth Management, LLC 1.16% Reduce -1.0% 725,391 $42.4M
Grove Bank & Trust 6.80% Add +4.1% 723,380 $42.3M
Quadrant Capital Group LLC 3.13% Add +2.1% 721,224 $42.2M
Truefg, LLC 15.21% Add +1.3% 719,465 $42.1M
Fiera Capital Corp 0.13% Reduce -0.2% 710,440 $41.6M
Crewe Advisors LLC 4.66% Add +6.0% 709,959 $41.5M
Magnus Financial Group LLC 4.61% Add +1.2% 699,179 $40.9M
Citigroup Inc. 0.04% Add +42.4% 697,089 $40.8M
Voya Financial Advisors, Inc. 4.60% Reduce -8.5% 696,492 $40.7M
Forvis Mazars Wealth Advisors, LLC 1.01% Reduce -5.3% 688,944 $40.3M
Ameritas Advisory Services, LLC 1.50% Add +3.1% 681,606 $39.9M
Retirement Income Solutions, Inc. 9.52% Reduce -4.0% 673,397 $39.4M
JFS Wealth Advisors, LLC 3.10% Reduce -0.5% 671,005 $39.3M
Chesley Taft & Associates LLC 1.94% Add +1.2% 662,278 $38.8M
Atria Wealth Solutions, Inc. 0.43% Add +5.7% 661,441 $38.7M
Fifth Third Wealth Advisors LLC 2.93% Add +41.8% 661,237 $38.7M
Waverly Advisors, LLC 0.76% Add +37.3% 658,919 $38.6M
Portland Global Advisors LLC 5.20% Add +2.6% 654,982 $38.3M
Capital Asset Advisory Services LLC 2.06% Add +7.1% 658,392 $38.0M
Allworth Financial LP 0.24% Reduce -3.5% 618,472 $37.3M
Nadler Financial Group, Inc. 4.38% Add +2.7% 636,553 $37.3M
Resonant Capital Advisors, LLC 2.99% Add +7.9% 630,243 $36.9M
Lazard Asset Management LLC 0.05% Reduce -4.8% 628,144 $36.8M
Fulton Breakefield Broenniman LLC 2.69% Add +0.4% 623,440 $36.5M
Harbor Group, Inc. 9.31% Reduce -3.8% 621,510 $36.4M
Prio Wealth Limited Partnership 1.08% Add +0.8% 620,786 $36.3M
ESL Trust Services, LLC 8.72% Add +6.0% 611,716 $35.8M
Johnson Investment Counsel Inc. 0.37% Add +1.2% 606,558 $35.5M
FineMark National Bank & Trust 1.29% Reduce -0.7% 599,270 $35.1M
New England Professional Planning Group Inc. 18.39% Add +1.5% 598,385 $35.0M
Summit Financial Strategies, Inc. 4.30% Reduce -1.5% 590,716 $34.6M
CFS Investment Advisory Services, LLC 2.80% New 590,004 $34.6M
Graypoint LLC 2.37% Reduce -3.3% 584,202 $34.2M
Choreo, LLC 0.56% Add +34.4% 571,710 $33.1M
Lowe Brockenbrough & Co. Inc. 2.19% Add +0.5% 563,038 $32.9M
Intrust Bank NA 3.50% Add +20.7% 562,319 $32.9M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -9.8% 562,075 $32.9M
Integrated Advisors Network LLC 1.70% Reduce -5.6% 561,723 $32.9M
Avantax Advisory Services, Inc. 0.23% Add +5.7% 557,512 $32.6M
Hancock Whitney Corp. 1.10% Add +0.2% 555,275 $32.5M
CJM Wealth Advisers, Ltd. 11.88% Add +0.1% 557,165 $32.3M
Beaumont Financial Advisors, LLC 2.57% Reduce -0.9% 549,530 $32.2M
Wealthquest Corp 3.41% Add +5.2% 546,870 $32.0M
Boston Financial Mangement LLC 1.01% Reduce -0.5% 542,072 $31.7M
Hudock, Inc. 5.86% Add +2.7% 537,389 $31.4M
Capital Investment Advisors, LLC 0.71% Reduce -2.1% 535,207 $31.3M
Oppenheimer & Co. Inc. 0.50% Add +4.8% 534,449 $31.3M
NewSquare Capital LLC 2.67% Add +5.0% 530,680 $31.1M
CIBC Private Wealth Group LLC 0.06% Reduce -0.6% 531,914 $30.9M
Old Second National Bank of Aurora 7.83% Add +3.8% 521,864 $30.5M
Graves Light Lenhart Wealth, Inc. 3.46% Add +1.9% 522,007 $30.3M
United Capital Financial Advisors, LLC 0.26% Reduce -4.4% 513,101 $30.0M
Diversified Trust Co. 0.84% Reduce -0.1% 509,565 $29.8M
Ensign Peak Advisors, Inc 0.05% Reduce -36.9% 507,264 $29.7M
Zions Bancorporation, N.A. 2.36% Reduce -8.6% 504,273 $29.5M
Edge Capital Group, LLC 1.39% Reduce -2.5% 491,326 $28.8M
Bristlecone Advisors, LLC 2.44% Add +0.5% 489,160 $28.6M
Spire Wealth Management 1.01% Reduce -4.2% 490,050 $28.5M
Urban Financial Advisory Corp 17.34% Reduce -1.5% 485,889 $28.4M
Nottingham Advisors, Inc. 3.33% Reduce -0.7% 480,514 $28.1M
Dynamic Advisor Solutions LLC 0.88% Add +19.8% 475,632 $27.8M
Shoker Investment Counsel, Inc. 9.80% Reduce -3.6% 474,750 $27.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -47.1% 474,436 $27.8M
Wealth Advisory Solutions, LLC 7.52% Reduce -0.1% 474,325 $27.8M
Perigon Wealth Management, LLC 0.80% Add +0.2% 470,139 $27.5M
D.A. Davidson & Co. 0.24% Reduce -2.6% 468,971 $27.4M
Mesirow Financial Investment Management, Inc. 0.61% Add +0.8% 466,358 $27.3M
Blair William & Co. 0.08% Add +7.5% 465,075 $27.2M
Human Investing LLC 5.26% Add +3.1% 462,715 $27.1M
YHB Investment Advisors, Inc. 2.30% Reduce -0.8% 455,974 $26.7M
NorthCoast Asset Management LLC 0.22% Add +139.8% 447,872 $26.2M
Raymond James Trust N.A. 0.61% Add +4.9% 446,326 $26.1M
Ritter Daniher Financial Advisory LLC / DE 8.32% Reduce -0.5% 446,071 $26.1M
Salomon & Ludwin, LLC 2.90% Reduce -20.1% 444,021 $26.0M
TRUE Private Wealth Advisors 2.93% Add +0.1% 442,023 $25.9M
Bar Harbor Wealth Management 1.72% Reduce -1.6% 441,968 $25.9M
Savant Capital, LLC 0.26% Add +4.2% 441,192 $25.8M
Callan Family Office, LLC 4.95% Add +0.3% 440,539 $25.8M
Sigma Planning Corp 0.81% Add +2.7% 437,096 $25.6M
Alps Advisors Inc. 0.17% Reduce -42.2% 434,870 $25.4M
Citadel Advisors 0.03% Reduce -2.5% 434,545 $25.4M
Beacon Pointe Advisors, LLC 0.30% Reduce -4.3% 433,429 $25.4M
Concurrent Investment Advisors, LLC 0.84% Add +3.2% 432,577 $25.3M
Capital Advisors Inc. 0.52% Reduce -2.4% 431,594 $25.3M
Natixis Advisors, LLC 0.05% Add +18.9% 430,748 $25.2M
Randolph Co Inc 3.06% Add +0.0% 427,010 $25.0M
Nations Financial Group Inc, /Ia/ 2.04% Reduce -0.4% 426,800 $25.0M
Macquarie Group Ltd. 0.03% Reduce -16.3% 423,496 $24.8M
Certuity, LLC 1.94% Add +1.4% 414,984 $24.3M
Advisory Services Network, LLC 0.50% Add +25.6% 413,451 $24.2M
Vantage Financial Partners, LLC 6.23% Add +3.0% 409,922 $24.0M
Arcataur Capital Management LLC 8.50% Reduce -0.6% 407,279 $23.8M
Brand Asset Management Group, Inc. 10.01% Add +0.8% 404,847 $23.7M
TD Private Client Wealth LLC 0.75% Reduce -2.8% 404,759 $23.7M
Kanawha Capital Management LLC 1.84% Reduce -1.4% 401,301 $23.5M
Verde Capital Management 7.38% Add +4.4% 397,269 $23.2M
Investments & Financial Planning, LLC 15.59% Add +2.0% 396,908 $23.2M
Global Retirement Partners, LLC 0.72% Add +9.8% 394,878 $23.1M
Ashton Thomas Private Wealth, LLC 1.28% Add +0.4% 394,447 $23.1M
NewEdge Advisors, LLC 0.17% Add +12.8% 393,092 $23.0M
Fairhaven Wealth Management, LLC 7.59% Add +2.8% 391,357 $22.9M
LGL Partners, LLC 3.34% Reduce -2.2% 390,361 $22.8M
Coastline Trust Co 2.64% Reduce -0.2% 385,860 $22.6M
Bartlett & Co. Wealth Management LLC 0.34% Add +20.7% 385,469 $22.6M
Baron Silver Stevens Financial Advisors, LLC 4.30% Add +1.5% 384,249 $22.5M
Wilmington Savings Fund Society, FSB 0.85% Reduce -3.0% 378,851 $22.2M
OneDigital Investment Advisors LLC 0.27% Reduce -2.3% 374,905 $21.9M
Financial Counselors Inc. 0.35% Add +10.1% 373,034 $21.8M
jvl associates llc 8.71% Add +3.9% 371,454 $21.7M
Curi Capital, LLC 0.52% Reduce -2.3% 371,106 $21.7M
Twele Capital Management, Inc. 4.90% Reduce -0.3% 369,367 $21.6M
Catalyst Financial Partners LLC 4.73% Add +8.7% 368,228 $21.5M
Disciplina Capital Management LLC 3.56% Add +1346.1% 39,261 $21.5M
Argent Trust Co 0.93% Reduce -0.5% 361,920 $21.2M
Glenmede Trust Co. NA 0.11% Add +13.4% 360,108 $21.1M
King Wealth Management Group 3.51% Reduce -0.2% 359,793 $21.1M
Enterprise Bank & Trust Co 7.12% Reduce -23.7% 356,006 $20.8M
Horan Capital Advisors, LLC. 7.31% Reduce -0.9% 355,672 $20.8M
Financial Advocates Investment Management 1.28% Add +1.7% 352,757 $20.6M
West Financial Advisors, LLC 4.28% Add +0.9% 351,933 $20.6M
Trilogy Capital Inc. 1.12% Reduce -0.5% 351,673 $20.6M
Madison Asset Management, LLC 0.25% Reduce -7.0% 345,097 $20.2M
First National Trust Co 0.83% Add +0.1% 344,020 $20.1M
Altus Wealth Management, LLC 9.65% Add +0.1% 343,266 $20.1M
Sanctuary Advisors, LLC 0.14% — 344,316 $19.9M
Kestra Private Wealth Services, LLC 0.40% Reduce -2.2% 339,075 $19.8M
Bryant Woods Investment Advisors, LLC 14.41% Reduce -78.8% 79,420 $19.8M
Iowa State Bank 4.37% Add +1.3% 337,846 $19.8M
Brass Tax Wealth Management, Inc. 3.87% Add +2712.8% 337,541 $19.8M
Barclays PLC 0.01% Add +8184.0% 336,743 $19.7M
Mason Street Advisors, LLC 2.64% No change 335,500 $19.6M
Glenview Trust Co 0.39% Add +6.0% 334,775 $19.6M
Coldstream Capital Management Inc. 0.48% Add +3.6% 334,435 $19.6M
Bailard, Inc. 0.54% Add +0.3% 333,129 $19.5M
Peninsula Asset Management Inc. 10.70% Reduce -0.3% 332,515 $19.5M
Conning Inc. 0.72% No change 330,740 $19.4M
Pinnacle Financial Partners Inc 0.41% Reduce -2.6% 326,893 $19.2M
Tompkins Financial Corp. 1.98% Add +5.7% 323,095 $18.9M
Johnson Financial Group, Inc. 0.92% Reduce -29.6% 322,735 $18.9M
DHJJ Financial Advisors, Ltd. 7.90% Reduce -0.1% 319,745 $18.7M
Per Stirling Capital Management, LLC. 3.01% Reduce -1.6% 319,090 $18.7M
Pinnacle Associates Ltd. 0.29% Add +0.3% 314,948 $18.4M
Drake & Associates, LLC 6.59% Add +2.1% 314,424 $18.4M
Courier Capital LLC 1.46% Add +1.1% 314,003 $18.4M
Soltis Investment Advisors LLC 1.93% Reduce -0.7% 312,112 $18.3M
Orin Green Financial, LLC 8.35% New 309,858 $18.1M
One Day In July LLC 2.26% Reduce -23.8% 309,180 $18.1M
Allspring Global Investments Holdings, LLC 0.03% Add +3.8% 306,803 $18.0M
Horan Securities, Inc. 7.74% Add +8.0% 305,816 $17.9M
Arkos Global Advisors 2.87% Add +22.6% 303,615 $17.8M
Petix & Botte Co 4.99% Add +10.7% 301,223 $17.6M
Simmons Bank 1.33% Reduce -1.5% 300,557 $17.6M
Greenwood Gearhart LLC 1.66% Add +2.2% 300,096 $17.6M
Valley Forge Investment Consultants Inc. Adv 6.63% Add +2.3% 299,381 $17.5M
Journey Strategic Wealth LLC 0.74% Reduce -0.6% 298,504 $17.5M
Whitcomb & Hess, Inc. 5.44% Add +2.6% 298,388 $17.5M
Lynch & Associates 3.93% Add +2.1% 297,784 $17.4M
SVB Wealth LLC 0.43% Reduce -35.2% 297,552 $17.4M
Principal Financial Group Inc. 0.01% Add +4.9% 293,678 $17.2M
GenWealth Group, Inc. 4.19% Add +1.3% 291,039 $17.0M
AAF Wealth Management, LLC 8.79% Add +8.2% 289,898 $17.0M
Cim Investment Management Inc. 5.23% Reduce -1.6% 289,870 $17.0M
Acima Private Wealth, LLC 6.23% Add +8.2% 289,534 $16.9M
JSF Financial, LLC 5.19% Reduce -12.0% 289,374 $16.9M
Leavell Investment Management, Inc. 0.93% Reduce -0.3% 287,670 $16.8M
Marietta Wealth Management, LLC 2.61% Reduce -1.8% 286,519 $16.8M
New York Life Investment Management LLC 0.17% Add +257.1% 286,342 $16.8M
Smithfield Trust Co 0.87% Add +0.6% 284,368 $16.6M
Ironwood Financial, llc 3.73% Add +3.1% 284,287 $16.6M
London Co. of Virginia 0.09% Add +163.3% 284,253 $16.6M
Elo Mutual Pension Insurance Co 0.39% Reduce -62.0% 283,293 $16.6M
Proathlete Wealth Management LLC 7.81% Add +5.1% 282,047 $16.5M
Atlantic Edge Private Wealth Management, LLC 5.47% Add +5.7% 279,788 $16.4M
Pinnacle Wealth Management Advisory Group, LLC 1.69% Add +0.7% 279,666 $16.4M
Wealthspire Retirement, LLC 1.37% Reduce -2.1% 278,698 $16.3M
Cambridge Advisors Inc. 3.77% Reduce -2.5% 277,583 $16.2M
EP Wealth Advisors, LLC 0.17% Reduce -2.2% 273,379 $16.0M
Atlanta Consulting Group Advisors, LLC 3.43% Add +119.6% 272,125 $15.9M
Crescent Grove Advisors, LLC 1.73% Add +4.0% 270,074 $15.8M
PACK Private Wealth, LLC 9.78% Add +2.2% 268,998 $15.7M
Cape Ann Savings Bank 9.73% Reduce -1.9% 268,148 $15.7M
Towercrest Capital Management 2.58% Add +0.5% 267,638 $15.7M
Divergent Wealth Advisors 2.98% Reduce -2.5% 263,549 $15.4M
Centerpoint Advisors, LLC 5.51% Add +2.2% 261,292 $15.3M
McKinley Carter Wealth Services, Inc. 0.97% Add +2.4% 261,148 $15.3M
Norris Perne & French LLP 1.11% Add +1.8% 260,298 $15.2M
Lodestar Private Asset Management LLC 2.09% Add +0.5% 259,983 $15.2M
Mutual of America Capital Management LLC 0.17% Add +22.4% 259,005 $15.2M
Financial Management Network Inc. 3.63% Add +0.1% 261,422 $15.1M
First Nebraska Trust Co 1.56% Add +0.1% 258,382 $15.1M
Independent Financial Group, LLC 0.61% Add +2.5% 258,285 $15.1M
Harbour Trust & Investment Management Co 1.79% Add +9.1% 256,888 $15.0M
Ameritas Investment Partners, Inc. 0.51% Add +0.7% 255,975 $15.0M
Marino, Stram & Associates LLC 3.65% Add +0.8% 255,326 $14.9M
Sequoia Financial Advisors, LLC 0.18% Add +0.0% 254,359 $14.9M
Avondale Wealth Management 10.15% Reduce -1.4% 253,823 $14.9M
Freedom Investment Management, Inc. 1.21% Add +11.4% 253,375 $14.8M
Symphony Financial, Ltd. Co. 2.70% Add +19.2% 253,998 $14.8M
1ST Source Bank 0.86% Reduce -0.9% 252,767 $14.8M
Founders Financial Securities LLC 1.39% Add +25.3% 251,497 $14.7M
Core Wealth Advisors, Inc. 5.00% Add +1.3% 249,467 $14.6M
Tower Wealth Partners, Inc. 8.98% Reduce -1.3% 248,596 $14.5M
Burns J W & Co. Inc. 1.96% Add +9.1% 247,576 $14.5M
Wealthcare Advisory Partners LLC 0.45% Reduce -12.6% 245,427 $14.4M
Asset Management Group, Inc. 2.17% Reduce -0.0% 244,280 $14.3M
Montag A & Associates Inc. 0.72% Reduce -1.8% 244,246 $14.3M
Kelman-Lazarov, Inc. 2.66% Add +2.1% 243,954 $14.3M
Trust Co. of Vermont 0.77% Add +1.2% 243,748 $14.3M
Texas Capital Bank Wealth Management Services Inc 1.48% Add +10.8% 243,742 $14.3M
Evernest Financial Advisors, LLC 6.37% Add +1.6% 242,902 $14.2M
FFT Wealth Management LLC 1.26% Reduce -16.1% 242,785 $14.2M
IFG Advisory, LLC 0.91% Add +15.5% 241,491 $14.1M
Mechanics Financial Corp 7.26% Reduce -1.6% 241,443 $14.1M
Platt Investment Counsel, LLC 13.43% Add +3.0% 238,683 $14.0M
Guidance Point Advisors, LLC 4.54% Add +10.1% 237,781 $13.9M
Aft, Forsyth & Sober, LLC 4.67% Add +0.1% 232,950 $13.6M
Advisors Capital Management, LLC 0.24% Add +82.7% 232,879 $13.6M
American Financial Advisors, LLC 1.93% Reduce -3.8% 231,814 $13.6M
Argent Advisors, Inc. 5.35% Reduce -1.1% 229,963 $13.5M
Winthrop Advisory Group LLC 1.83% Add +0.4% 229,803 $13.4M
AMG National Trust Bank 0.36% Add +21.3% 228,543 $13.4M
Hubbell Strickland Wealth Management, LLC 6.70% Add +0.0% 228,294 $13.4M
Burkett Financial Services, LLC 6.84% Add +0.2% 227,659 $13.3M
Beacon Financial Planning, Inc. 9.02% Reduce -2.4% 226,995 $13.3M
Park Avenue Securities LLC 0.16% Add +12.9% 226,980 $13.3M
Eley Financial Management, Inc 5.59% Add +0.1% 225,476 $13.2M
CX Institutional 0.62% Add +55.0% 224,216 $13.1M
Gladstone Institutional Advisory LLC 0.68% Add +3.7% 223,963 $13.1M
Windsor Capital Management, LLC 4.04% Add +0.9% 222,856 $13.0M
Clarity Wealth Advisors, LLC 4.21% Reduce -0.2% 222,571 $13.0M
Titleist Asset Management, LLC 1.97% Add +13.7% 222,378 $13.0M
Cantor Fitzgerald Investment Advisors L.P. 1.00% Reduce -1.4% 222,108 $13.0M
Pacific Center for Financial Services 3.64% Add +5.2% 221,983 $13.0M
Orion Porfolio Solutions, LLC 0.14% Reduce -1.1% 221,849 $13.0M
Orion Portfolio Solutions, LLC 0.14% Reduce -1.1% 221,849 $13.0M
Ancora Advisors LLC 0.32% Reduce -0.0% 221,743 $13.0M
First Western Trust Bank 0.62% Reduce -14.2% 221,089 $12.9M
Neumann Capital Management, LLC 4.43% Add +0.5% 220,429 $12.9M
Precedent Wealth Partners, LLC 5.18% Reduce -0.1% 219,735 $12.9M
Citizens & Northern Corp. 3.98% Add +7.8% 217,375 $12.7M
Robinswood Financial LLC 5.12% Add +2.7% 216,271 $12.7M
Smith, Moore & Co. 1.30% Add +1.5% 215,863 $12.6M
Centaurus Financial, Inc. 0.84% Add +8.2% 214,924 $12.6M
Ironwood Wealth Management, LLC. 4.10% Reduce -5.8% 214,736 $12.6M
Accretive Wealth Partners, LLC 5.25% Reduce -0.1% 214,210 $12.5M
Cibc World Market Inc. 0.03% Reduce -6.6% 213,114 $12.5M
FSM Wealth Advisors, LLC 4.17% Add +7.6% 212,505 $12.4M
Teamwork Financial Advisors, LLC 1.83% Add +3135.6% 211,221 $12.4M
Turtle Creek Wealth Advisors, LLC 2.76% Add +22.1% 203,987 $11.9M
Western Wealth Management, LLC 0.88% Reduce -2.2% 203,822 $11.9M
Instrumental Wealth, LLC 12.28% Add +6.6% 196,700 $11.9M
LTG Capital LLC 10.75% Reduce -4.2% 202,817 $11.9M
Colonial Trust Advisors 1.13% Add +0.4% 201,878 $11.8M
Simon Quick Advisors, LLC 0.83% Add +0.0% 201,250 $11.8M
Capital Investment Counsel, LLC 2.30% Add +8.6% 200,285 $11.7M
Forbes J M & Co. LLP 1.20% Add +1.1% 199,765 $11.7M
SWS Partners 3.49% Reduce -3.9% 199,632 $11.7M
Pittenger & Anderson Inc. 0.48% Add +2.3% 199,337 $11.7M
Galvin, Gaustad & Stein, LLC 1.09% Add +467.4% 198,360 $11.6M
Pegasus Partners Ltd. 1.17% Reduce -8.2% 197,638 $11.6M
Armor Investment Advisors, LLC 5.25% Add +10.9% 194,614 $11.4M
Camarda Financial Advisors, LLC 4.47% New 194,377 $11.4M
Affiance Financial, LLC 2.96% Reduce -0.8% 193,896 $11.3M
Consilio Wealth Advisors, LLC 5.03% Add +1268.9% 191,647 $11.2M
Hardy Reed LLC 1.12% No change 190,902 $11.2M
Riverpoint Wealth Management Holdings, LLC 3.10% Reduce -1.5% 190,529 $11.1M
Peninsula Wealth, LLC 2.08% Add +34.3% 184,319 $11.1M
Montecito Bank & Trust 2.25% Reduce -0.9% 189,171 $11.1M
Encompass Wealth Advisors, LLC 2.94% Add +1.0% 188,378 $11.0M
NTV Asset Management LLC 1.58% Reduce -0.6% 188,269 $11.0M
Arcus Capital Partners, LLC 4.24% Reduce -3.2% 188,088 $11.0M
Holland Advisory Services, Inc. 13.58% Add +2.7% 187,795 $11.0M
Traynor Capital Management, Inc. 0.93% Reduce -1.0% 187,750 $11.0M
GFS Advisors, LLC 1.77% Reduce -95.0% 9,018 $11.0M
Mayflower Financial Advisors, LLC 1.80% Reduce -2.2% 186,902 $10.9M
Guardian Wealth Advisors, LLC 7.10% Add +2.0% 186,563 $10.9M
Rwa Wealth Partners, LLC 0.14% Reduce -32.6% 186,495 $10.9M
River Street Advisors LLC 6.76% Add +2.4% 186,027 $10.9M
Madison Wealth Partners, Inc 3.67% Reduce -0.0% 183,054 $10.7M
Vision Capital Management, Inc. 1.59% Reduce -4.1% 182,931 $10.7M
First Bank & Trust 2.17% Add +5.2% 182,192 $10.7M
Riggs Asset Managment Co. Inc. 3.15% Reduce -0.7% 180,333 $10.6M
MTC Wealth Management LLC 5.02% Reduce -24.6% 180,295 $10.6M
Choate Investment Advisors 0.28% No change 180,260 $10.5M
Greenup Street Wealth Management LLC 2.48% Add +92.0% 179,801 $10.5M
Evercore Wealth Management, LLC 0.17% Reduce -3.8% 179,468 $10.5M
Community Bank, N.A. 1.38% Reduce -0.4% 178,773 $10.5M
Commerce Bank 0.07% Add +1.0% 178,197 $10.4M
First Citizens Bank & Trust Co. 0.19% Reduce -6.3% 176,084 $10.3M
NorthCrest Asset Manangement, LLC 0.34% Reduce -4.9% 176,000 $10.3M
Bremer Bank National Association 2.01% Add +10.6% 175,654 $10.3M
Independent Solutions Wealth Management, LLC 2.36% Add +0.8% 175,566 $10.3M
Highview Capital Management LLC 4.26% Add +8.2% 175,319 $10.3M
Sandbox Financial Partners, LLC 3.93% Add +5.4% 175,082 $10.2M
First Personal Financial Services 2.31% Reduce -0.5% 174,785 $10.2M
Atria Investments, Inc 0.13% Reduce -4.0% 173,521 $10.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -9.3% 173,058 $10.1M
Brown Advisory Inc. 0.01% Add +9.9% 170,853 $10.0M
Union Savings Bank 5.24% Reduce -1.3% 170,594 $10.0M
Pachira Investments Inc. 8.77% Reduce -1.1% 169,002 $9.9M
Heck Capital Advisors, LLC 1.22% Add +5.7% 167,697 $9.8M
Sterling Investment Counsel, LLC 3.86% Reduce -7.3% 167,482 $9.8M
Naples Global Advisors, LLC 0.98% Add +2.5% 166,827 $9.8M
WASHINGTON TRUST Co 0.36% Add +29.2% 166,752 $9.8M
Certified Advisory Corp 1.21% Add +1.8% 165,064 $9.7M
Physician Wealth Advisors, Inc. 1.78% Add +3.8% 154,757 $9.6M
RiverGlades Family Offices LLC 7.45% Add +0.1% 163,843 $9.6M
Matrix Private Capital Group LLC 6.00% Add +9.5% 163,268 $9.6M
Lindbrook Capital, LLC 0.90% Reduce -5.4% 163,135 $9.5M
Ellis Investment Partners, LLC 2.01% Add +2.7% 162,373 $9.5M
Omega Financial Group, LLC 3.82% Add +3.5% 161,238 $9.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.28% Reduce -0.4% 160,497 $9.4M
Meridian Management Co. 2.57% Add +13.5% 160,029 $9.4M
Synovus Financial Corp. 0.12% Add +19.0% 158,863 $9.3M
St. Louis Trust Co 1.42% No change 159,475 $9.3M
TAP Consulting, LLC 1.96% Add +15.9% 158,572 $9.3M
Olympus Wealth Management, LLC 2.90% Add +147.4% 158,442 $9.3M
Crestmont Private Wealth LLC 4.46% Reduce -4.6% 158,108 $9.3M
Ramsay, Stattman, Vela & Price, Inc. 1.74% Add +0.8% 157,283 $9.2M
National Philanthropic Trust 0.18% Reduce -0.9% 156,850 $9.2M
Global Wealth Management Investment Advisory, Inc. 2.13% Reduce -8.8% 156,156 $9.1M
Peoples Bank 4.74% Reduce -1.9% 155,988 $9.1M
IronBridge Private Wealth, LLC 3.41% Reduce -1.1% 155,336 $9.1M
Country Club Bank 0.63% Add +12.9% 155,639 $9.1M
Telos Capital Management, Inc. 1.00% Add +0.5% 154,223 $9.0M
Associated Banc-Corp 0.28% Reduce -0.9% 153,604 $9.0M
Lido Advisors, LLC 0.07% Add +13.1% 152,822 $8.9M
Apollon Wealth Management, LLC 0.27% Reduce -1.4% 152,685 $8.9M
Trifecta Capital Advisors, LLC 1.97% Add +10.6% 152,349 $8.9M
DAVENPORT & Co LLC 0.06% Add +5.0% 152,294 $8.9M
Prime Capital Investment Advisors, LLC 0.13% Reduce -1.5% 152,143 $8.9M
Zacks Investment Management 0.10% Add +0.1% 151,447 $8.9M
Mission Creek Capital Partners, Inc. 2.23% Reduce -2.9% 151,122 $8.8M
Idaho Trust Co 4.52% Add +3740.7% 151,056 $8.8M
CW Advisors, LLC 0.14% Reduce -2.3% 150,117 $8.8M
Prudential Financial Inc. 0.01% Add +0.3% 149,401 $8.7M
Dorsey & Whitney Trust CO LLC 0.60% Add +0.3% 149,339 $8.7M
IFG Advisors, LLC 2.07% Add +12.5% 149,296 $8.7M
Parallel Advisors, LLC 0.22% Add +6.2% 147,817 $8.7M
Cullen/Frost Bankers, Inc. 0.13% Reduce -7.4% 147,654 $8.6M
Gimbal Financial 6.33% New 143,814 $8.6M
Better Money Decisions, LLC 6.44% Add +4.9% 146,191 $8.6M
New Hampshire Trust 1.95% Reduce -0.4% 146,147 $8.6M
AdvisorNet Financial, Inc 0.78% Add +4.3% 146,146 $8.6M
Vanguard Group Inc. 0.00% Add +2.7% 145,536 $8.5M
Great Valley Advisor Group, Inc. 0.24% Add +10.5% 145,540 $8.5M
Harbor Advisory Corp. 2.92% Add +0.3% 144,483 $8.5M
Little House Capital LLC 2.64% Add +0.1% 144,281 $8.4M
Proffitt & Goodson Inc. 1.49% Add +3.9% 144,199 $8.4M
J.W. Cole Advisors, Inc. 0.40% Add +2.0% 143,984 $8.4M
Wesbanco Bank Inc. 0.31% Add +16.8% 142,635 $8.3M
STAR Financial Bank 6.42% Reduce -10.7% 142,340 $8.3M
Colton Groome Financial Advisors, LLC 3.28% Add +6.6% 142,322 $8.3M
Cahill Financial Advisors Inc. 1.14% Add +0.7% 142,201 $8.3M
Carr Financial Group Corp 2.64% Reduce -4.6% 142,027 $8.3M
BlueChip Wealth Advisors LLC 4.89% Reduce -0.5% 141,819 $8.3M
Coyle Financial Counsel LLC 2.96% No change 136,349 $8.3M
Fort Washington Investment Advisors Inc. 0.05% Reduce -2.1% 141,485 $8.3M
Stratos Investment Management, LLC 0.68% Reduce -44.4% 140,495 $8.2M
Alpine Woods Capital Investors, LLC 1.26% New 139,300 $8.2M
Bordeaux Wealth Advisors LLC 1.56% Reduce -0.3% 139,040 $8.1M
Waldron Private Wealth LLC 0.36% Reduce -3.3% 138,756 $8.1M
Rossmore Private Capital 1.06% Reduce -9.1% 138,126 $8.1M
Hiley Hunt Wealth Management 4.97% Add +0.4% 137,412 $8.0M
Campion Asset Management 6.30% Add +4.4% 136,970 $8.0M
TruWealth Advisors, LLC 0.53% Reduce -0.2% 136,670 $8.0M
Brown Brothers Harriman & Co. 0.06% Add +8.5% 136,112 $8.0M
Baker Tilly Wealth Management, LLC 3.24% Reduce -1.6% 135,541 $7.9M
Burke & Herbert Bank & Trust Co. 1.91% Add +218.2% 134,131 $7.8M
Ullmann Wealth Partners Group, LLC 1.11% Reduce -1.1% 133,162 $7.8M
GHP Investment Advisors, Inc. 0.39% Reduce -0.7% 132,061 $7.7M
Eldridge Investment Advisors, Inc. 1.95% Reduce -6.3% 132,066 $7.7M
Triad Wealth Partners, LLC 4.05% Add +19.1% 131,901 $7.7M
Halpern Financial, Inc. 2.12% Add +2.5% 131,776 $7.7M
Asset Allocation Strategies LLC 2.58% Add +7.4% 130,878 $7.7M
MetLife Investment Management, LLC 0.05% Add +2.0% 130,810 $7.7M
Magnolia Capital Management Ltd. 6.42% Reduce -0.4% 130,670 $7.6M
Mascoma Wealth Management LLC 2.02% Add +0.0% 130,024 $7.6M
Richwood Investment Advisors, LLC 6.61% Add +0.4% 128,898 $7.5M
Advisory Alpha, LLC 0.30% Reduce -54.4% 128,865 $7.5M
Exchange Capital Management, Inc. 1.23% Reduce -12.7% 128,628 $7.5M
Kingsview Wealth Management, LLC 0.18% Reduce -11.4% 128,550 $7.5M
KOM Wealth Management Group, LLC 7.00% Add +10.9% 128,015 $7.5M
Stratos Wealth Advisors, LLC 0.37% Reduce -1.0% 127,284 $7.4M
Exencial Wealth Advisors, LLC 0.28% Reduce -4.1% 127,116 $7.4M
First National Bank of Hutchinson 4.73% Reduce -2.0% 126,685 $7.4M
Buckingham Strategic Wealth, LLC 0.08% Reduce -1.9% 126,622 $7.4M
GC Wealth Management RIA, LLC 1.46% Reduce -0.4% 126,545 $7.4M
IFP Advisors, Inc 0.29% Add +17.5% 126,213 $7.4M
Destiny Capital Corp 5.03% Add +2.9% 125,803 $7.4M
626 Financial, LLC 4.27% Reduce -6.7% 125,765 $7.4M
Citizens National Bank Trust Department 1.64% Reduce -0.7% 125,559 $7.3M
Cahill Wealth Management, LLC 4.38% Reduce -0.7% 125,485 $7.3M
Fiduciary Group, LLC 0.79% Reduce -1.1% 125,315 $7.3M
Pettyjohn, Wood & White, Inc. 1.42% Add +0.5% 124,977 $7.3M
Avior Wealth Management, LLC 0.31% Reduce -6.5% 124,515 $7.3M
Rogco, LP 2.97% Reduce -0.7% 124,422 $7.3M
Fairway Wealth LLC 4.29% Add +38.9% 124,280 $7.3M
Client First Capital LLC 4.35% Add +10.2% 123,498 $7.2M
Tectonic Advisors LLC 0.52% No change 123,485 $7.2M
SWP Financial LLC 4.76% Add +199.2% 123,025 $7.2M
Relative Value Partners Group, LLC 0.93% Add +219.5% 122,197 $7.2M
Lake Street Private Wealth, LLC 0.93% Add +2.3% 122,197 $7.2M
Canal Capital Management, LLC 1.22% Reduce -0.7% 122,010 $7.1M
Wela Strategies, Inc. 3.32% Add +0.3% 121,894 $7.1M
RFP Financial Group LLC 2.63% Add +4.3% 121,583 $7.1M
Flagstar Securities, Inc. 1.94% Reduce -3.7% 120,809 $7.1M
Private Trust Co. NA 0.76% Reduce -6.5% 120,743 $7.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.15% Reduce -1.7% 120,568 $7.1M
Crew Capital Management, Ltd 5.63% Add +18.7% 119,828 $7.0M
Bank of Hawaii 0.32% Reduce -1.8% 119,145 $7.0M
Harbour Investments, Inc. 0.23% Reduce -5.0% 118,948 $7.0M
GenTrust, LLC 0.38% Add +16.6% 118,634 $6.9M
Meridian Financial Advisors, LLC 5.02% Add +0.5% 118,374 $6.9M
Mather Group, Llc. 0.09% Add +420.2% 113,882 $6.9M
Atticus Wealth Management, LLC 2.26% Reduce -4.4% 118,151 $6.9M
SG Americas Securities, LLC 0.04% Reduce -27.0% 118,139 $6.9M
Ewa, LLC 2.86% Add +4.3% 112,792 $6.9M
SPC Financial, Inc. 0.64% Add +9.1% 117,516 $6.9M
HB Wealth Management, LLC 0.08% Add +1.0% 117,163 $6.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.7% 117,111 $6.9M
Mgo One Seven LLC 0.32% Add +15.3% 116,705 $6.8M
Capital Investment Advisory Services, LLC 0.70% Reduce -5.8% 116,484 $6.8M
Topel & Distasi Wealth Management, LLC 2.98% Add +0.8% 116,036 $6.8M
Buckingham Capital Management, Inc. 0.80% Reduce -0.6% 114,824 $6.7M
Farther Finance Advisors, LLC 0.33% Add +7.0% 115,670 $6.7M
StrongBox Wealth, LLC 3.16% Add +42.7% 114,530 $6.7M
Afg Fiduciary Services Limited Partnership 4.68% Add +0.5% 109,771 $6.7M
Boltwood Capital Management 2.09% Reduce -3.1% 114,257 $6.7M
Alliance Wealth Advisors, LLC 4.19% Add +0.2% 113,556 $6.6M
Sterling Investment Advisors LLC 4.05% Reduce -8.8% 113,339 $6.6M
Peapack Gladstone Financial Corp. 0.10% Add +2.6% 113,099 $6.6M
IFS Advisors, LLC 5.57% Reduce -1.3% 112,807 $6.6M
Regal Investment Advisors LLC 0.44% Add +1.7% 112,705 $6.6M
Essex Financial Services, Inc. 0.49% Add +20.6% 112,152 $6.6M
Level Four Advisory Services, LLC 0.30% Add +530.8% 112,419 $6.6M
Novare Capital Management LLC 0.59% Reduce -15.7% 112,216 $6.6M
Penserra Capital Management LLC 0.08% Add +0.2% 112,119 $6.6M
Prospera Financial Services Inc 0.18% Reduce -3.5% 111,468 $6.5M
Pinnacle Bancorp, Inc. 1.91% Add +0.9% 110,490 $6.5M
Wescott Financial Advisory Group, LLC 0.75% Add +0.6% 110,093 $6.4M
American National Bank & Trust 0.80% Reduce -0.7% 110,075 $6.4M
PCA Investment Advisory Services Inc. 3.37% Reduce -6.0% 109,929 $6.4M
Birch Hill Investment Advisors LLC 0.31% Add +4.7% 108,939 $6.4M
Wealth Quarterback LLC 3.61% Reduce -5.8% 108,690 $6.4M
Triangle Securities Wealth Management 1.79% Add +3.2% 108,023 $6.3M
Legacy Trust 1.57% Reduce -0.2% 107,555 $6.3M
Belpointe Asset Management LLC 0.44% Add +12.4% 107,475 $6.3M
Sheets Smith Wealth Management 0.75% Reduce -0.9% 107,254 $6.3M
Trinity Financial Advisors LLC 2.80% Reduce -3.4% 106,987 $6.3M
Armbruster Capital Management, Inc. 1.30% Reduce -1.7% 106,955 $6.3M
Dupont Capital Management Corp. 0.54% Reduce -11.5% 106,517 $6.2M
POM Investment Strategies, LLC 4.97% New 106,172 $6.2M
Smith Shellnut Wilson LLC 3.01% Reduce -0.7% 106,105 $6.2M
ETF Store, Inc. 6.40% Reduce -47.2% 106,038 $6.2M
GYL Financial Synergies, LLC 0.48% Reduce -1.1% 105,484 $6.2M
Mutual Advisors, LLC 0.19% Add +9.2% 100,556 $6.2M
Pettinga Financial Advisors LLC 1.54% Add +1.9% 105,042 $6.1M
Financial Council, LLC 3.43% Add +5.5% 104,795 $6.1M
Cottage Street Advisors LLC 3.61% Reduce -1.8% 104,659 $6.1M
Rehmann Capital Advisory Group 0.44% Add +0.6% 104,226 $6.1M
Rhumbline Advisers 0.01% Reduce -37.3% 103,977 $6.1M
B. Riley Wealth Advisors, Inc. 0.15% Add +221.1% 103,470 $6.1M
Boyd Wealth Management, LLC 3.33% Reduce -18.1% 103,219 $6.0M
Jefferies Financial Group Inc. 0.13% Reduce -8.0% 102,836 $6.0M
Alpha Financial Partners LLC 5.20% Add +3.8% 102,704 $6.0M
Affinity Capital Advisors, LLC 1.26% Add +3.0% 102,680 $6.0M
SlateStone Wealth, LLC 0.65% Add +2.1% 102,395 $6.0M
Pennsylvania Capital Management Inc. 2.30% Add +1.7% 101,476 $5.9M
Caldwell Trust Co 0.66% Add +7.4% 101,468 $5.9M
Delta Wealth Advisors LLC 5.80% Add +2.2% 101,226 $5.9M
FRG Family Wealth Advisors LLC 1.14% Reduce -2.2% 101,940 $5.9M
Snowden Capital Advisors LLC 0.18% Reduce -2.0% 99,734 $5.8M
SOL Capital Management CO 0.70% Add +4.2% 99,135 $5.8M
Bigelow Investment Advisors, LLC 2.76% Add +4.7% 98,779 $5.8M
Councilor Wealth, LLC 2.98% Reduce -14.3% 98,692 $5.8M
Clarus Wealth Advisors 3.03% Add +5.9% 97,691 $5.7M
Pitcairn Co. 0.35% Reduce -19.2% 97,355 $5.7M
Creative Financial Designs Inc. 0.51% Add +9.0% 97,354 $5.7M
KFA Private Wealth Group, LLC 2.93% Reduce -36.5% 96,758 $5.7M
Lynx Investment Advisory 4.19% — 96,700 $5.7M
Richardson Capital Management LLC 4.34% Reduce -3.7% 96,326 $5.6M
Sowell Financial Services LLC 0.27% Add +7.2% 95,713 $5.6M
Rathbones Group PLC 0.03% Add +2.8% 95,670 $5.6M
Dentgroup LLC 4.49% New 95,121 $5.6M
Pure Financial Advisors, LLC 0.15% Reduce -1.3% 94,777 $5.5M
Parsons Capital Management Inc. 0.38% Reduce -0.8% 94,560 $5.5M
Alley Investment Management Company, LLC 0.76% Add +0.8% 94,558 $5.5M
Bellwether Advisors, LLC 1.16% Add +1.9% 94,366 $5.5M
Fifth Third Securities, Inc. 0.51% Add +1.1% 94,195 $5.5M
Global Trust Asset Management, LLC 2.21% Reduce -2.1% 93,936 $5.5M
Old Mission Investment Co LLC 1.78% Reduce -0.9% 93,738 $5.5M
American Century Companies Inc. 0.00% Add +18.1% 93,400 $5.5M
David J Yvars Group 3.41% Reduce -1.7% 93,051 $5.4M
Wrapmanager Inc. 1.50% Reduce -3.9% 92,855 $5.4M
Principal Securities, Inc. 0.15% Add +1.7% 92,842 $5.4M
Cranbrook Wealth Management, LLC 1.33% Reduce -0.5% 92,485 $5.4M
BayBridge Capital Group, LLC 4.21% Add +2.4% 91,941 $5.4M
Old National Bancorp 0.13% Reduce -1.6% 91,584 $5.4M
Bright Financial Advisors, Inc. 3.77% Reduce -39.2% 91,318 $5.3M
Bricktown Capital, LLC 1.09% No change 91,250 $5.3M
Centennial Bank 2.61% Add +0.8% 91,094 $5.3M
Dakota Wealth Management 0.13% Reduce -4.1% 91,049 $5.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +38.0% 90,853 $5.3M
KPP Advisory Services LLC 1.41% Add +10.5% 90,783 $5.3M
Schonfeld Strategic Advisors LLC 0.04% Add +85.5% 90,750 $5.3M
Syntax Research, Inc. 4.19% Reduce -0.8% 90,600 $5.3M
Fca Corp. 1.69% Reduce 0.0% 90,456 $5.3M
Pacific Financial Group Inc. 3.75% Reduce -3.1% 90,380 $5.3M
Twin Focus Capital Partners, LLC 0.84% Add +1.3% 90,193 $5.3M
VCI Wealth Management LLC 2.60% Add +42.1% 90,029 $5.3M
Cary Street Partners Investment Advisory LLC 0.21% Add +6.3% 89,360 $5.2M
Clear Investment Research, LLC 6.81% Add +5.0% 89,293 $5.2M
Midwest Professional Planners, LTD. 1.73% Add +1.8% 88,591 $5.2M
First Merchants Corp. 0.21% Add +0.7% 88,093 $5.2M
Transcendent Capital Group LLC 2.96% Reduce -1.5% 87,825 $5.1M
Middleton & Co. Inc. 0.60% Add +0.8% 87,791 $5.1M
Guardian Asset Advisors, LLC 3.74% Add +25.9% 87,089 $5.1M
Stephenson & Company, Inc. 3.76% Add +1.4% 86,783 $5.1M
Crestwood Advisors Group, LLC 0.10% Add +0.5% 86,454 $5.1M
RTD Financial Advisors, Inc. 0.68% Add +58.8% 86,362 $5.1M
CENTRAL TRUST Co 0.12% Reduce -18.8% 86,312 $5.1M
LBMC Investment Advisors, LLC 0.44% Reduce -19.1% 86,271 $5.0M
USAdvisors Wealth Management, LLC 1.77% Reduce -6.0% 86,182 $5.0M
Legacy Private Trust Co. 0.36% Reduce -0.7% 86,029 $5.0M
Arete Wealth Advisors, LLC 0.41% Add +1.5% 85,644 $5.0M
Rebalance, LLC 0.40% Add +0.5% 85,449 $5.0M
Flagship Private Wealth, LLC 2.95% Add +8.4% 85,138 $5.0M
Goldstein Advisors, LLC 0.83% Add +2.7% 84,756 $5.0M
Sound Stewardship, LLC 3.00% Add +1.0% 84,326 $4.9M
Muirfield Wealth Advisors LLC 4.63% Reduce -1.6% 84,222 $4.9M
BSW Wealth Partners 0.81% Reduce -50.6% 84,179 $4.9M
Sabal Trust CO 0.29% Add +5.5% 83,855 $4.9M
Arrowroot Family Office, LLC 3.14% Add +7.9% 83,816 $4.9M
CreativeOne Wealth, LLC 0.25% Reduce -6.2% 83,645 $4.9M
Cornerstone Wealth Management, LLC 0.38% Add +1.1% 83,565 $4.9M
Opes Wealth Management LLC 1.02% Reduce -5.2% 83,533 $4.9M
Grey Ledge Advisors, LLC 1.33% Add +6.8% 83,454 $4.9M
Leverty Financial Group, LLC 2.88% Add +0.2% 83,236 $4.9M
First National Bank of Omaha 0.32% Add +5.6% 82,918 $4.9M
Capital Advisory Group Advisory Services, LLC 2.07% Reduce -0.9% 82,770 $4.8M
Seaview Investment Managers LLC 1.45% Add +6.0% 82,234 $4.8M
Hengehold Capital Management LLC 0.50% Add +3.7% 81,967 $4.8M
Castle Wealth Management LLC 2.29% Add +1.9% 81,869 $4.8M
ProVise Management Group, LLC 0.41% Reduce -14.6% 81,682 $4.8M
Trust Co of the South 1.13% No change 81,665 $4.8M
Hilltop Partners LLC 1.76% Reduce -35.6% 81,638 $4.8M
City Holding Co. 0.71% Add +7.7% 81,558 $4.8M
Perritt Capital Management Inc 2.61% Add +2.4% 81,537 $4.8M
Cascade Wealth Advisors, Inc 3.53% Add +87.4% 78,965 $4.8M
Sandy Cove Advisors, LLC 2.12% Add +7.5% 81,313 $4.8M
Fidelis Capital Partners, LLC 0.68% Add +0.5% 82,730 $4.8M
MSH Capital Advisors LLC 1.59% Add +3.4% 81,087 $4.7M
Securian Asset Management, Inc. 0.14% No change 81,010 $4.7M
Gries Financial LLC 0.97% Reduce -2.7% 80,801 $4.7M
Greenfield Savings Bank 2.42% Add +4.0% 80,377 $4.7M
Arkadios Wealth Advisors 0.32% Add +493.2% 80,266 $4.7M
IHT Wealth Management, LLC 0.18% Add +13.2% 80,244 $4.7M
Cynosure Group, LLC 0.75% Reduce -12.7% 80,095 $4.7M
Dohj, LLC 1.17% Add +6.0% 80,088 $4.7M
TCTC Holdings, LLC 0.16% Add +1.8% 80,021 $4.7M
Sonata Capital Group Inc. 2.40% Add +0.1% 79,758 $4.7M
CRA Financial Services, LLC 0.94% Reduce -0.9% 79,657 $4.7M
Venture Visionary Partners LLC 0.22% Reduce -1.1% 79,106 $4.6M
Summit Financial, LLC 0.21% Add +2.5% 78,838 $4.6M
Strategic Equity Management 2.99% New 78,377 $4.6M
Ellerson Group Inc. 3.49% Reduce -1.5% 78,350 $4.6M
Elevation Point Wealth Partners, LLC 0.36% Reduce -2.1% 78,078 $4.6M
Watchman Group, Inc. 1.46% Reduce -1.0% 78,075 $4.6M
Blackston Financial Advisory Group, LLC 2.55% New 41,879 $4.6M
CVA Family Office, LLC 0.81% Reduce -10.8% 76,866 $4.5M
Brookstone Capital Management 0.07% Reduce -7.8% 73,097 $4.5M
PFG Advisors 0.30% Add +6.3% 76,512 $4.5M
Great Diamond Partners, LLC 1.04% Reduce -5.4% 75,836 $4.4M
PFG Private Wealth Management, LLC 2.69% Add +0.6% 75,790 $4.4M
Money Concepts Capital Corp. 0.37% Add +3.5% 75,428 $4.4M
JPL Wealth Management, LLC 2.16% Add +27.9% 75,405 $4.4M
Composition Wealth, LLC 0.11% Reduce -5.5% 75,015 $4.4M
StoneX Group Inc. 0.35% Reduce -63.6% 74,947 $4.4M
Quad-Cities Investment Group, LLC 2.42% Add +5.4% 74,696 $4.4M
Sebold Capital Management, Inc. 3.01% Reduce -5.4% 74,422 $4.4M
Trust Co. of Oklahoma 1.53% Add +0.9% 74,405 $4.4M
FC Advisory LLC 1.60% Reduce -0.4% 74,357 $4.4M
Colonial Trust Co / SC 0.76% Add +0.1% 74,169 $4.3M
Summit Wealth Partners, LLC 0.90% Add +2.3% 73,884 $4.3M
Sather Financial Group Inc 0.30% Add +1.4% 73,836 $4.3M
Wedmont Private Capital 0.27% Add +3.8% 71,465 $4.3M
Silver Oak Securities, Incorporated 0.65% Reduce -4.1% 73,730 $4.3M
Sterling Financial Planning, Inc. 1.74% Reduce -6.5% 73,275 $4.3M
HighMark Wealth Management LLC 2.58% Add +2.4% 73,226 $4.3M
Concourse Financial Group Securities, Inc. 0.27% Reduce -0.6% 73,113 $4.3M
Westwood Holdings Group Inc. 0.04% Add +6.7% 72,864 $4.3M
Private Ocean, LLC 0.38% Add +149.6% 72,765 $4.3M
Forum Private Client Group LLC 2.02% Reduce -3.5% 72,762 $4.3M
Aprio Wealth Management, LLC 0.77% Reduce -4.1% 71,997 $4.2M
Simplicity Wealth,LLC 0.10% Reduce -1.3% 71,822 $4.2M
Ellevest, Inc. 0.25% Add +0.4% 71,593 $4.2M
Aspiriant, LLC 0.17% Reduce -15.6% 71,551 $4.2M
Benchmark Financial Wealth Advisors, LLC 1.55% Reduce -2.9% 71,403 $4.2M
Heritage Investors Management Corp. 0.14% Reduce -0.4% 70,895 $4.1M
Nepc LLC 0.14% Reduce -2.4% 70,687 $4.1M
Alliance Wealth Management Group 1.18% Add +5.9% 70,494 $4.1M
United Community Bank 1.66% Reduce -6.0% 70,258 $4.1M
Brighton Jones LLC 0.14% Add +5.3% 69,984 $4.1M
Evergreen Capital Management LLC 0.15% Add +15.2% 69,889 $4.1M
Hilltop Holdings Inc. 0.48% Reduce -2.4% 69,800 $4.1M
Foundry Financial Group, Inc. 2.79% Add +2.5% 69,222 $4.1M
River Wealth Advisors LLC 0.58% Reduce -2.5% 69,205 $4.0M
NBT Bank, N.A. 0.29% Add +1.5% 68,812 $4.0M
Gryphon Financial Partners LLC 0.60% Add +6.3% 68,717 $4.0M
Smith Anglin Financial, LLC 0.41% Reduce -7.1% 68,689 $4.0M
United Bank 1.99% Add +0.2% 68,260 $4.0M
CGC Financial Services, LLC 1.72% Add +96907.1% 67,905 $4.0M
Vestor Capital, LLC 0.32% Reduce -3.0% 67,783 $4.0M
LifeSteps Financial, Inc. 3.27% Reduce -11.1% 67,636 $4.0M
Neuberger Berman Group LLC 0.00% Add +8.3% 67,412 $3.9M
Squarepoint Ops LLC 0.01% New 67,171 $3.9M
Central Bank & Trust Co. 0.55% Add +4.5% 66,984 $3.9M
Balanced Wealth Group LLC 1.78% Reduce -28.1% 67,524 $3.9M
Verus Financial Partners, Inc. 0.45% Reduce -3.4% 66,648 $3.9M
Moller Wealth Partners 1.04% No change 66,624 $3.9M
Payden & Rygel Investment Group 0.32% Reduce -58.1% 66,609 $3.9M
Payden & Rygel 0.32% Reduce -58.1% 66,609 $3.9M
SOA Wealth Advisors, LLC. 0.78% Reduce -13.8% 66,368 $3.9M
Good Life Advisors, LLC 0.32% Reduce -5.0% 65,927 $3.9M
Heritage Wealth Advisors 0.17% Add +2649.0% 39,173 $3.8M
Callan Capital, LLC 0.31% New 65,165 $3.8M
Willis Johnson & Associates, Inc. 0.31% Add +6.8% 65,141 $3.8M
Flagship Harbor Advisors, LLC 0.23% Add +35.6% 64,929 $3.8M
Busey Bank 0.13% Add +1.1% 64,704 $3.8M
Creekmur Asset Management LLC 0.98% Add +8.4% 64,676 $3.8M
Focus Partners Advisor Solutions, LLC 0.10% Reduce -13.8% 64,567 $3.8M
Parisi Gray Wealth Management 1.35% Add +0.8% 64,515 $3.8M
Kowal Investment Group, LLC 0.75% Add +2.2% 64,291 $3.8M
HTG Investment Advisors, Inc. 2.03% Add +4.5% 64,208 $3.8M
Annapolis Financial Services, LLC 1.21% Reduce -2.7% 63,965 $3.7M
Joel Isaacson & Co., LLC 0.20% Add +1.5% 63,891 $3.7M
Newman Dignan & Sheerar, Inc. 0.96% Reduce -0.5% 63,873 $3.7M
Convergence Financial, LLC 0.99% Add +39.0% 63,770 $3.7M
Breakwater Capital Group 0.84% Add +1.0% 63,447 $3.7M
Welch & Forbes LLC 0.05% Reduce -1.9% 63,750 $3.7M
Smithbridge Asset Management Inc. 0.77% Reduce -4.3% 63,121 $3.7M
Transcend Capital Advisors, LLC 0.27% Add +167.4% 62,789 $3.7M
Platte River Wealth Advisors, LLC 1.03% Add +0.5% 62,740 $3.7M
Headinvest, LLC 0.72% Reduce -2.0% 62,310 $3.6M
Econ Financial Services Corp 2.25% Reduce -47.7% 62,070 $3.6M
Element Wealth, LLC 2.04% Reduce -8.5% 61,871 $3.6M
Perennial Investment Advisors, LLC 0.52% Add +5.9% 61,784 $3.6M
Newton One Investments LLC 1.56% Reduce -0.6% 61,683 $3.6M
Beirne Wealth Consulting Services, LLC 1.45% Add +3.5% 61,466 $3.6M
Wolf Group Capital Advisors 1.41% Add +670.6% 61,007 $3.6M
AE Wealth Management LLC 0.04% Reduce -34.3% 61,006 $3.6M
Bleakley Financial Group, LLC 0.10% Add +5.1% 60,955 $3.6M
ForthRight Wealth Management, LLC 1.28% Reduce -3.9% 60,843 $3.6M
Wetzel Investment Advisors, Inc. 2.05% Reduce -0.0% 58,642 $3.6M
Cozad Asset Management Inc. 0.35% Add +5.4% 60,670 $3.6M
Agf Management Ltd. 0.02% Reduce -20.8% 60,550 $3.5M
Counterweight Ventures, LLC 2.65% Add +0.3% 59,927 $3.5M
McGlone Suttner Wealth Management, Inc. 0.72% Reduce -79.0% 12,640 $3.5M
Farmers Trust Co. 0.71% No change 59,600 $3.5M
Partnership Wealth Management, LLC 2.57% Reduce -16.0% 59,523 $3.5M
Jacobi Capital Management LLC 0.30% Add +49.3% 59,492 $3.5M
SpiderRock Advisors, LLC 0.09% Add +0.4% 59,261 $3.5M
AA Financial Advisors, LLC 1.22% Add +10.3% 59,068 $3.5M
Wealthspan Partners, LLC 1.90% Reduce -1.7% 58,874 $3.4M
RDA Financial Network 1.13% Reduce -0.0% 58,804 $3.4M
Jaffetilchin Investment Partners, LLC 0.29% Reduce -0.3% 58,586 $3.4M
MidAtlantic Capital Management, Inc. 2.86% Add +0.3% 58,349 $3.4M
Bradley Foster & Sargent Inc. 0.06% Add +2.6% 58,344 $3.4M
Nilsine Partners, LLC 0.46% Reduce -0.3% 58,295 $3.4M
Kaydan Wealth Management, Inc. 1.21% Add +7.5% 58,289 $3.4M
Aua Capital Management, LLC 2.05% No change 58,255 $3.4M
Deutsche Bank AG 0.00% Reduce -4.4% 58,248 $3.4M
Beacon Capital Management, Inc. 0.15% Add +2.3% 58,195 $3.4M
Greenwood Capital Associates LLC 0.45% Add +784.5% 58,023 $3.4M
NewEdge Wealth, LLC 0.07% Reduce -1.5% 58,004 $3.4M
Stephens Inc. 0.05% Add +8.8% 57,928 $3.4M
Empower Advisory Group, LLC 0.01% Add +4.0% 57,645 $3.4M
Palisade Asset Management, LLC 0.35% Add +0.7% 57,330 $3.4M
Camden National Bank 0.52% Add +15.9% 57,301 $3.4M
Wellspring Financial Advisors, LLC 0.37% Reduce -0.2% 1,277,911 $3.3M
Forza Wealth Management, LLC 1.70% Reduce -1.0% 56,225 $3.3M
Moloney Securities Asset Management, LLC 0.48% Add +23.9% 55,926 $3.3M
Manhattan West Asset Management, LLC 0.88% Reduce -16.0% 55,785 $3.3M
Geneos Wealth Management Inc. 0.14% Add +1.4% 55,690 $3.3M
Townsquare Capital LLC 0.04% Add +21.6% 55,363 $3.2M
Wealth Alliance, LLC 0.42% Add +0.5% 55,305 $3.2M
SageView Advisory Group, LLC 0.20% Add +260.2% 55,262 $3.2M
Unionview, LLC 2.63% Add +0.8% 55,131 $3.2M
Crumly & Associates Inc. 0.93% Reduce -2.4% 55,041 $3.2M
HM Payson & Co. 0.06% Add +2.6% 55,005 $3.2M
Kickstand Ventures, Llc. 0.87% Reduce -2.6% 54,533 $3.2M
Cornerstone Advisors Asset Management, LLC 0.90% Add +0.1% 54,174 $3.2M
Moneywise, Inc. 1.67% Add +92.0% 54,021 $3.2M
Boston Family Office LLC 0.23% Reduce -7.2% 53,742 $3.1M
Hirtle & Co., LLC 0.16% Add +3.9% 53,725 $3.1M
Harbor Investment Advisory, LLC 0.33% Add +0.0% 53,602 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -0.4% 53,509 $3.1M
Jmac Enterprises LLC 0.55% New 53,214 $3.1M
Sweet Financial Partners, LLC 0.71% Add +0.1% 53,075 $3.1M
Fernwood Investment Management, LLC 0.96% Reduce -0.5% 52,885 $3.1M
Wealth Group Ltd 0.93% Add +0.3% 52,785 $3.1M
Hilltop National Bank 0.98% Add +21.9% 52,232 $3.1M
Keel Point, LLC 0.28% Add +25.1% 51,534 $3.0M
VitalStone Financial, LLC 2.20% Reduce -17.8% 51,958 $3.0M
Financial Strategies Group, Inc. 0.76% Reduce -3.4% 52,522 $3.0M
Quadcap Wealth Management, LLC 0.55% Add +21.0% 51,766 $3.0M
Washburn Capital Management, Inc. 2.16% Reduce -0.6% 51,740 $3.0M
Accurate Wealth Management, LLC 0.72% Add +14.0% 49,515 $3.0M
C2C Wealth Management, LLC 2.92% Reduce -1.1% 51,080 $3.0M
Merit Financial Group, LLC 0.07% Add +4.2% 50,876 $3.0M
Lyell Wealth Management, LP 0.28% Reduce -7.5% 50,840 $3.0M
UNIVEST FINANCIAL Corp 0.82% Reduce -1.4% 50,524 $3.0M
Advus Financial Partners, LLC 0.90% Reduce -1.0% 50,498 $3.0M
Alhambra Investment Management LLC 1.61% Add +95.0% 50,327 $2.9M
Strategic Blueprint, LLC 0.20% Add +18.3% 50,264 $2.9M
Grey Fox Wealth Advisors, LLC 1.03% Add +0.1% 50,097 $2.9M
Heritage Wealth Management, Inc./Texas 1.81% Reduce -2.6% 49,651 $2.9M
Boston Research & Management Inc. 0.73% Add +0.2% 49,581 $2.9M
Bowman & Co S.C. 1.67% Add +0.1% 49,022 $2.9M
Ieq Capital, LLC 0.04% Reduce -3.3% 49,019 $2.9M
Bank of New Hampshire 0.74% Add +0.6% 48,597 $2.8M
Bryn Mawr Trust Advisors, LLC 0.16% Add +1.1% 48,584 $2.8M
General Partner, Inc. 1.81% Add +0.5% 48,296 $2.8M
Townsend Asset Management Corp. /NC/ 1.09% Reduce -1.8% 48,000 $2.8M
Arbor Trust Wealth Advisors, LLC 1.47% Reduce -0.9% 47,933 $2.8M
Etfidea, LLC 0.95% Reduce -0.1% 47,875 $2.8M
Cambiar Investors LLC 0.11% Add +182.9% 47,806 $2.8M
Claro Advisors Inc. 0.44% Add +8.5% 47,586 $2.8M
360 Financial, Inc. 1.05% Reduce -0.6% 47,491 $2.8M
New England Private Wealth Advisors LLC 0.48% Reduce -0.2% 47,259 $2.8M
Patten Group, Inc. 0.65% Reduce -0.3% 47,059 $2.8M
Allegheny Financial Group 0.79% Add +55.7% 47,005 $2.8M
Buffington Mohr McNeal 0.48% Add +0.0% 46,801 $2.7M
FLC Capital Advisors 0.67% Add +0.0% 46,692 $2.7M
Sachetta, LLC 1.19% Add +888.0% 44,300 $2.7M
Lebenthal Global Advisors, LLC 0.60% Reduce -2.5% 46,629 $2.7M
Continuum Advisory, LLC 0.39% Reduce -6.2% 46,498 $2.7M
Orion Capital Management LLC 1.43% Reduce -10.9% 46,491 $2.7M
Capital Group Private Client Services, Inc. 0.03% Add +22.9% 46,351 $2.7M
SigFig Wealth Management, LLC 0.10% Add +3.1% 46,338 $2.7M
WCG Wealth Advisors LLC 0.20% Reduce -15.3% 46,236 $2.7M
HBK Sorce Advisory LLC 0.09% Reduce -6.0% 45,988 $2.7M
GW Henssler & Associates Ltd. 0.16% Reduce -3.6% 45,954 $2.7M
Biltmore Family Office, LLC 0.49% Reduce -4.3% 45,941 $2.7M
Fairman Group, LLC 2.72% Add +10.5% 45,709 $2.7M
Koshinski Asset Management, Inc. 0.25% Add +22.8% 46,092 $2.7M
Diversified Portfolios, Inc. 0.35% Reduce -0.2% 45,375 $2.7M
Birchcreek Wealth Management, LLC 1.49% Add +0.3% 45,318 $2.7M
Apexium Financial, LP 0.19% Reduce -0.0% 45,246 $2.6M
Next Capital Management LLC 1.10% Add +0.1% 44,695 $2.6M
SevenBridge Financial Group, LLC 0.58% Add +0.0% 45,081 $2.6M
Premier Path Wealth Partners, LLC 0.44% Reduce -5.1% 44,584 $2.6M
CPC Advisors, LLC 0.43% Add +7.8% 44,472 $2.6M
Higgins & Schmidt Wealth Strategies LLC 1.87% Reduce -0.3% 44,385 $2.6M
Glassman Wealth Services 0.48% Add +0.1% 44,301 $2.6M
Private Wealth Group, LLC 1.36% No change 44,240 $2.6M
Steigerwald, Gordon & Koch Inc. 0.31% Add +3.1% 44,001 $2.6M
Maple Capital Management, Inc. 0.21% Add +21.3% 43,427 $2.5M
Vista Investment Management 1.02% Reduce -0.4% 42,913 $2.5M
ERn Financial, LLC 0.42% Reduce -0.8% 42,828 $2.5M
Willow Creek Wealth Management Inc. 0.28% Add +1.5% 42,478 $2.5M
Weinberger Asset Management, Inc 1.17% Reduce -0.2% 42,400 $2.5M
Novak & Powell Financial Services, Inc. 1.54% Add +40.4% 42,359 $2.5M
Brady Family Wealth, LLC 0.80% Reduce -0.5% 42,225 $2.5M
Delta Financial Advisors LLC 0.95% Reduce -0.8% 42,131 $2.5M
Merkkuri Wealth Advisors LLC 2.27% — 42,112 $2.5M
Intrua Financial, LLC 0.40% Reduce -7.9% 42,040 $2.5M
Walkner Condon Financial Advisors LLC 0.53% Reduce -7.9% 39,201 $2.4M
Park Place Capital Corp 0.78% Reduce -20.2% 41,594 $2.4M
Embree Financial Group 0.47% Reduce -18.1% 41,555 $2.4M
Tudor Investment Corporation 0.03% Add +727.0% 41,334 $2.4M
Providence Capital Advisors, LLC 0.53% Add +1.4% 41,243 $2.4M
Gilbert & Cook, Inc. 0.35% Reduce -6.4% 41,225 $2.4M
Nikulski Financial, Inc. 0.77% Add +2.1% 41,176 $2.4M
Congress Park Capital LLC 0.96% Reduce -0.3% 41,009 $2.4M
Wedbush Securities Inc. 0.09% Add +0.5% 40,981 $2.4M
WorthPointe, LLC 1.09% Add +1003.6% 40,954 $2.4M
Spectrum Asset Management, Inc. (NB/CA) 1.11% Add +1.2% 40,864 $2.4M
Private Capital Management, LLC 0.28% Reduce -0.2% 40,467 $2.4M
D. E. Shaw & Co. 0.00% New 40,305 $2.4M
Stock Yards Bank & Trust Co. 0.08% Reduce -1.3% 40,240 $2.4M
Bensler, LLC 0.32% Add +3.3% 40,191 $2.4M
Carnegie Investment Counsel 0.07% Reduce -11.3% 40,171 $2.4M
Center for Financial Planning, Inc. 0.34% Add +0.3% 40,153 $2.3M
Arvest Trust Co. N A 0.14% Reduce -7.2% 40,140 $2.3M
KCM Investment Advisors LLC 0.08% Reduce -3.4% 40,125 $2.3M
Investment Advisory Services Inc. /TX 0.86% Add +4.8% 40,044 $2.3M
Fortitude Family Office, LLC 1.32% Add +1.4% 39,891 $2.3M
Broadview Financial Management, LLC 1.69% Reduce -3.0% 39,691 $2.3M
GEM Asset Management, LLC 1.44% Reduce -0.1% 39,615 $2.3M
Gainplan LLC 1.12% Add +6.1% 39,554 $2.3M
Jane Street Group, LLC 0.00% Reduce -42.4% 39,541 $2.3M
Verdence Capital Advisors LLC 0.20% Add +7.2% 39,342 $2.3M
Diversify Advisory Services, LLC 0.13% Add +10.8% 39,861 $2.3M
Capital Advisors, Ltd. LLC 0.30% Reduce -0.5% 39,148 $2.3M
NorthLanding Financial Partners, LLC 2.41% Add +0.7% 39,105 $2.3M
MY Wealth Management Inc. 2.60% Add +3.3% 39,025 $2.3M
Triton Financial Group Inc 1.60% Reduce -0.2% 38,916 $2.3M
Consolidated Portfolio Review Corp 0.53% Reduce -26.6% 38,579 $2.3M
Arcadia Wealth Management, LLC 1.29% New 38,578 $2.3M
Betterment LLC 0.01% Add +12.2% 38,535 $2.3M
1834 Investment Advisors Co. 0.27% Reduce -0.6% 38,505 $2.3M
Cowa, LLC 1.20% Add +3.4% 38,512 $2.3M
Capasso Planning Partners LLC 0.73% Add +20.5% 38,415 $2.2M
Astoria Strategic Wealth, Inc. 0.69% Reduce -0.3% 38,137 $2.2M
Lakeshore Financial Planning, Inc. 1.09% Add +0.6% 38,109 $2.2M
Ballew Advisors, Inc 1.47% Add +2.7% 36,488 $2.2M
Guggenheim Capital LLC 0.02% Reduce -1.8% 37,669 $2.2M
Pillar Wealth Advisors, LLC 2.64% Reduce -30.4% 37,530 $2.2M
Rockland Trust Co. 0.12% Reduce -1.6% 37,358 $2.2M
Estate Counselors, LLC 0.24% Reduce -0.3% 37,066 $2.2M
Clifford Swan Investment Counsel LLC 0.08% No change 37,065 $2.2M
Independent Advisor Alliance 0.07% Add +53.0% 36,941 $2.2M
CIC Wealth, LLC 0.59% Add +0.3% 36,844 $2.2M
Bridge Advisory, LLC 1.06% Reduce -9.3% 36,838 $2.2M
Letson Investment Management, Inc. 0.95% No change 36,790 $2.2M
Strategic Financial Concepts, LLC 1.25% Add +3839.5% 4,171,195 $2.1M
Enzi Wealth 0.94% Reduce -1.2% 36,920 $2.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.2% 36,404 $2.1M
Opinicus Capital, Inc. 1.80% Add +4.4% 36,389 $2.1M
High Net Worth Advisory Group LLC 0.64% Reduce -0.5% 36,306 $2.1M
Capital Management Associates, Inc 1.28% Add +328.0% 36,174 $2.1M
Prosperity Wealth Management, Inc. 1.04% Add +38.9% 36,029 $2.1M
ORG Partners LLC 0.26% New 36,191 $2.1M
Navellier & Associates Inc. 0.25% No change 35,825 $2.1M
Three Seasons Wealth, LLC 1.16% No change 35,698 $2.1M
Northstar Advisory Group, LLC 1.20% Reduce -42.2% 35,643 $2.1M
Gotham Asset Management 0.03% Add +154.3% 35,484 $2.1M
Arcadia Investment Advisors LLC 1.18% Reduce -0.4% 35,455 $2.1M
Benjamin F. Edwards & Company, Inc. 0.04% Reduce -0.2% 35,347 $2.1M
Kohmann Bosshard Financial Services, LLC 0.28% Reduce -1.1% 35,239 $2.1M
Washington Trust Bank 0.20% Reduce -2.5% 35,210 $2.1M
St. Clair Advisors, LLC 0.66% Add +0.1% 35,209 $2.1M
Azimuth Capital Investment Management LLC 0.08% Reduce -0.7% 35,135 $2.1M
Keeley-Teton Advisors, LLC 0.26% Add +12.1% 34,877 $2.0M
Revolve Wealth Partners, LLC 0.34% Reduce -2.7% 34,824 $2.0M
EverSource Wealth Advisors, LLC 0.13% Add +8.4% 32,672 $2.0M
United Bank 0.25% Reduce -0.4% 34,549 $2.0M
Well Done, LLC 0.42% Reduce -1.0% 34,387 $2.0M
Stelac Advisory Services LLC 0.84% Add +1.6% 34,303 $2.0M
FinTrust Capital Advisors, LLC 0.37% Reduce -4.3% 34,284 $2.0M
Colony Family Offices, LLC 0.64% Reduce -2.7% 34,000 $2.0M
Philadelphia Trust Co. 0.15% No change 33,765 $2.0M
Roger Wittlin Investment Advisory, LLC 1.27% Reduce -15.8% 33,697 $2.0M
Missouri Trust & Investment Co 0.74% Add +0.4% 33,440 $2.0M
Investment Advisory Group, LLC 0.76% Add +42.2% 33,396 $2.0M
Baker Avenue Asset Management, LP 0.07% Add +7.5% 33,369 $2.0M
Macroview Investment Management LLC 2.08% Add +0.6% 33,332 $2.0M
Tiemann Investment Advisors, LLC 0.87% Reduce -4.0% 33,323 $2.0M
Prosperity Financial Group, Inc. 1.23% Reduce -30.0% 33,228 $1.9M
Amplius Wealth Advisors, LLC 0.22% Reduce -2.3% 33,195 $1.9M
Caprock Group, LLC 0.08% Add +65.5% 33,122 $1.9M
NorthRock Partners, LLC 0.07% Reduce -39.6% 33,105 $1.9M
Oldfather Financial Services, LLC 0.79% Add +0.1% 33,051 $1.9M
Forte Asset Management LLC 1.14% Add +2.2% 33,033 $1.9M
SeaBridge Investment Advisors LLC 0.50% Add +51.0% 33,000 $1.9M
LCNB Corp. 0.72% Reduce -4.3% 32,985 $1.9M
Rockwood Wealth Management, LLC 0.23% Add +17.8% 32,970 $1.9M
Regatta Capital Group, LLC 0.42% Add +0.6% 32,960 $1.9M
CBIZ Investment Advisory Services, LLC 0.11% Add +4.7% 32,945 $1.9M
Corundum Group, Inc. 0.75% No change 32,890 $1.9M
Oakworth Capital, Inc. 0.14% Add +2.6% 32,777 $1.9M
Pitti Group Wealth Management, LLC 2.08% Reduce -79.8% 6,909 $1.9M
Moors & Cabot, Inc. 0.10% Add +13.6% 32,655 $1.9M
Leo Wealth, LLC 0.19% Reduce -4.4% 32,462 $1.9M
Renaissance Technologies 0.00% New 32,400 $1.9M
9258 Wealth Management, LLC 0.29% Reduce -1.6% 32,369 $1.9M
Carrera Capital Advisors 0.62% — 32,353 $1.9M
CoreFirst Bank & Trust 1.27% Add +20.4% 32,325 $1.9M
PSI Advisors, LLC 0.60% Reduce -8.3% 32,254 $1.9M
BigSur Wealth Management LLC 0.58% No change 32,250 $1.9M
TD Waterhouse Canada Inc. 0.02% Reduce -47.3% 32,398 $1.9M
Exchange Bank 1.60% Reduce -0.8% 32,112 $1.9M
Ignite Planners, LLC 0.46% Reduce -0.5% 32,275 $1.9M
Parkside Financial Bank & Trust 0.29% Add +0.7% 31,918 $1.9M
Investment Partners, LTD. 0.84% Add +0.1% 31,903 $1.9M
waypoint wealth counsel 1.43% Reduce -1.3% 31,854 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -89.3% 31,780 $1.9M
Newport Capital Group, LLC 1.46% — 31,538 $1.8M
Fulton Bank, N.A. 0.07% Reduce -4.2% 31,537 $1.8M
Tranquility Partners, LLC 0.71% Add +1.5% 31,427 $1.8M
World Investment Advisors 0.11% Add +364.5% 31,402 $1.8M
Bedel Financial Consulting, Inc. 0.27% Reduce -2.0% 31,381 $1.8M
Mission Wealth Management, LP 0.05% Reduce -34.8% 31,288 $1.8M
T. Rowe Price Associates Inc. 0.00% Reduce -39.4% 31,246 $1.8M
Everpar Advisors LLC 0.92% Add +40.3% 31,240 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Add +17.3% 31,137 $1.8M
Brown Miller Wealth Management, LLC 0.76% Add +10.8% 31,123 $1.8M
Darden Wealth Group Inc 1.10% Reduce -4.9% 31,017 $1.8M
Vectors Research Management, LLC 0.55% Reduce -1.3% 30,745 $1.8M
Salem Investment Counselors Inc. 0.06% Add +14.4% 30,441 $1.8M
Harbour Capital Advisors, LLC 0.42% No change 30,715 $1.8M
Capital City Trust Co. 0.48% No change 30,290 $1.8M
Taylor Financial Group, Inc. 1.36% Add +6.0% 30,146 $1.8M
Marcum Wealth, LLC 0.18% Add +1.7% 30,108 $1.8M
Private Capital Management LLC 0.35% Reduce -1.9% 30,077 $1.8M
International Assets Investment Management, LLC 0.17% Reduce -2.7% 30,067 $1.8M
Community Financial Services Group, LLC 0.38% Add +1.1% 30,036 $1.8M
First Foundation Advisors 0.07% Reduce -1.4% 29,938 $1.8M
Ascent Wealth Partners, LLC 0.26% Add +2.1% 29,867 $1.7M
RFG Advisory, LLC 0.06% Add +7.9% 29,775 $1.7M
Beacon Bank & Trust 0.44% Add +1.1% 29,630 $1.7M
Cooper Financial Group 0.25% Add +5.3% 29,289 $1.7M
First County Bank 0.88% Reduce -28.1% 29,288 $1.7M
Fisher Asset Management 0.00% Add +96.6% 29,255 $1.7M
Pps&v Asset Management Consultants, Inc. 1.22% Add +18.2% 29,067 $1.7M
Kingswood Wealth Advisors, LLC 0.15% Add +67.0% 28,982 $1.7M
Aft, Forsyth & Company, Inc. 0.83% Add +0.1% 28,918 $1.7M
Mechanics Bank Trust Department 0.24% Add +1.9% 28,795 $1.7M
Redwood Wealth Management Group, LLC 1.27% Add +1.7% 28,793 $1.7M
Brightwater Advisory LLC 1.30% Add +235.2% 28,784 $1.7M
VeraBank, N.A. 0.52% Reduce -2.0% 28,637 $1.7M
Legal & General Group Plc 0.00% Add +166.1% 28,600 $1.7M
Saxon Interests, Inc. 0.80% Reduce -4.4% 28,562 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.22% Add +0.2% 28,532 $1.7M
Cadinha & Co. LLC 0.31% Reduce -3.2% 28,334 $1.7M
Condor Capital Management 0.16% Reduce -2.1% 28,318 $1.7M
Financial Partners Group, Inc 0.26% Reduce -0.6% 28,280 $1.7M
Glass Jacobson Investment Advisors llc 0.60% Reduce -7.0% 28,224 $1.7M
Armstrong Advisory Group, Inc. 0.15% Add +819.2% 28,211 $1.7M
GTS Securities LLC 0.03% Reduce -57.9% 28,112 $1.6M
Qube Research & Technologies Ltd 0.00% Add +22.1% 28,040 $1.6M
Citizens Business Bank 0.35% Reduce -29.5% 28,006 $1.6M
Old North State Trust, LLC 1.41% Add +0.1% 27,970 $1.6M
Murphy, Middleton, Hinkle & Parker, Inc. 0.95% Add +0.6% 27,864 $1.6M
Berkshire Asset Management LLC 0.08% Reduce -0.1% 27,839 $1.6M
North Star Asset Management Inc. 0.08% Reduce -59.6% 27,824 $1.6M
Daymark Wealth Partners, LLC 0.07% Add +37.1% 27,786 $1.6M
TFB Advisors LLC 0.53% Add +0.8% 27,764 $1.6M
One Wealth Advisors, LLC 0.35% Reduce -9.3% 27,628 $1.6M
Amarillo National Bank 0.31% Add +2.3% 27,632 $1.6M
Baron Financial Group, LLC 1.03% Reduce -2.1% 27,625 $1.6M
Chapin Davis, Inc. 0.55% Add +6.4% 27,554 $1.6M
Long Run Wealth Advisors, LLC 0.41% Add +20.7% 27,495 $1.6M
Rothschild Wealth LLC 0.52% Reduce -1.6% 27,412 $1.6M
Family Firm, Inc. 0.36% Reduce -4.4% 27,340 $1.6M
Tritonpoint Wealth, LLC 0.15% Reduce -36.6% 27,293 $1.6M
TrinityPoint Wealth, LLC 0.25% Add +2.3% 27,186 $1.6M
Evensky & Katz LLC 0.11% Reduce -2.3% 27,092 $1.6M
Pallas Capital Advisors LLC 0.07% Reduce -2.1% 26,091 $1.6M
XML Financial, LLC 0.16% Reduce -0.9% 27,032 $1.6M
Thoroughbred Financial Services, LLC 0.11% Add +13.8% 27,030 $1.6M
FAS Wealth Partners, Inc. 0.14% Reduce -2.2% 26,986 $1.6M
WP Advisors, LLC 0.50% Add +0.3% 26,975 $1.6M
Taylor & Morgan Wealth Management, LLC 1.12% Reduce -1.4% 26,950 $1.6M
All Season Financial Advisors, Inc. 1.43% Add +16.9% 26,929 $1.6M
Grant/GrossMendelsohn, LLC 0.72% Add +2.1% 26,801 $1.6M
Essex Bank 0.42% Add +392.3% 26,699 $1.6M
Bank Hapoalim BM 0.23% Reduce -13.1% 26,642 $1.6M
Aaron Wealth Advisors LLC 0.22% Reduce -1.3% 26,589 $1.6M
Eastern Bank 0.06% Reduce -1.8% 26,572 $1.6M
Cosner Financial Group, LLC 1.10% Add +19.6% 26,482 $1.5M
National Wealth Management Group, LLC 1.18% Add +38.0% 26,447 $1.5M
Millennium Management 0.00% Add +175.3% 26,434 $1.5M
Lake Street Advisors Group, LLC 0.07% Add +10.2% 26,418 $1.5M
KG Capital Management 0.53% Add +2.1% 26,122 $1.5M
First National Corp. /Ma/ 0.36% Add +400.8% 26,097 $1.5M
CGN Advisors LLC 0.18% Add +245.8% 26,040 $1.5M
Mine & Arao Wealth Creation & Management, LLC. 0.74% Reduce -1.0% 26,025 $1.5M
Headlands Technologies LLC 0.16% Add +191.3% 25,985 $1.5M
Vantage Financial Partners Ltd., Inc. 0.38% Add +7.3% 25,952 $1.5M
Connors Investor Services Inc. 0.16% Add +3.2% 25,883 $1.5M
Fiducient Advisors LLC 0.21% Reduce -4.6% 25,837 $1.5M
Element Pointe Advisors, LLC 0.38% Reduce -16.6% 25,682 $1.5M
Wealth Effects LLC 0.54% Add +1.6% 25,655 $1.5M
Independent Family Office, LLC 0.85% Add +69.4% 25,600 $1.5M
Madden Advisory Services, Inc. 0.76% Add +2.2% 25,541 $1.5M
Duncker Streett & Co. Inc. 0.29% Reduce -1.0% 25,521 $1.5M
Coppell Advisory Solutions LLC 0.24% — 25,205 $1.5M
Garden State Investment Advisory Services LLC 0.51% Reduce -3.4% 25,193 $1.5M
Ameraudi Asset Management, Inc. 0.67% Add +386.5% 25,175 $1.5M
Ascent Group, LLC 0.12% Reduce -6.8% 24,925 $1.5M
KWB Wealth 0.20% Reduce -3.0% 23,993 $1.5M
Reynders McVeigh Capital Management, LLC 0.08% Reduce -2.4% 24,800 $1.5M
GS Investments, Inc. 0.68% Reduce -1.6% 24,724 $1.4M
Oxford Financial Group, LTD. LLC 0.10% Add +3.0% 24,720 $1.4M
Cora Capital Advisors LLC 0.74% Reduce -1.9% 24,715 $1.4M
Ausdal Financial Partners, Inc. 0.15% Add +138.8% 24,605 $1.4M
Cordgrass Capital Advisors, LLC 0.45% Reduce -3.9% 24,558 $1.4M
GAMMA Investing LLC 0.20% Add +31.7% 24,468 $1.4M
Arq Wealth Advisors, LLC 0.62% Add +21.7% 24,428 $1.4M
Foundations Investment Advisors, LLC 0.03% Reduce -71.1% 24,338 $1.4M
Marco Investment Management LLC 0.13% Reduce -0.0% 24,300 $1.4M
Abbrea Capital, LLC 0.19% No change 24,265 $1.4M
Vawter Financial, Ltd. 0.97% Add +11.4% 24,242 $1.4M
John W. Brooker & Co., CPAs 0.71% Add +12.6% 24,194 $1.4M
Oarsman Capital, Inc. 0.31% Add +0.6% 24,183 $1.4M
Watershed Private Wealth LLC 0.60% Reduce -6.1% 24,150 $1.4M
Blankinship & Foster, LLC 0.36% Reduce -4.4% 24,134 $1.4M
Trust Co. of Toledo NA 0.20% Add +1.1% 24,075 $1.4M
Octavia Wealth Advisors, LLC 0.19% Reduce -4.9% 24,027 $1.4M
Orrstown Financial Services Inc. 0.74% Add +23.7% 23,964 $1.4M
Lwmg, LLC 0.29% Reduce -2.3% 23,753 $1.4M
Summit Trail Advisors, LLC 0.04% Add +286.0% 23,660 $1.4M
Axiom Advisory, LLC 0.02% New 23,547 $1.4M
Lane & Associates LLC 0.81% Add +8.6% 23,607 $1.4M
Roberts Financial Services LLC 0.28% Reduce -5.7% 23,568 $1.4M
Lanark Financial, Inc. 0.13% Add +3.7% 23,564 $1.4M
Motive Wealth Advisors 0.82% Reduce -0.7% 23,445 $1.4M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -2.6% 23,435 $1.4M
WFA of San Diego, LLC 1.23% — 23,434 $1.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.39% Reduce -3.3% 23,369 $1.4M
Awm Capital, LLC 0.21% No change 23,360 $1.4M
Sunbelt Securities, Inc. 0.14% Add +3.2% 23,359 $1.4M
QRG Capital Management, Inc. 0.02% Add +6.5% 23,252 $1.4M
GM Advisory Group, LLC 0.09% Add +70.0% 23,206 $1.4M
Vestmark Advisory Solutions, Inc. 0.06% Add +42.1% 23,196 $1.4M
Corebridge Financial, Inc. 0.01% — 23,000 $1.3M
Victory Financial Group, LLC 0.63% Add +193.3% 22,988 $1.3M
Coordinated Financial Services, Inc. 1.17% Reduce -12.9% 22,950 $1.3M
Cypress Capital Group 0.16% Reduce -1.6% 22,898 $1.3M
National Bank of Canada 0.00% Add +7.7% 23,066 $1.3M
Brown, Lisle/Cummings, Inc. 0.44% Reduce -0.5% 22,815 $1.3M
Midland Wealth Advisors, LLC 0.08% Add +2.6% 22,728 $1.3M
Avantax Planning Partners, Inc. 0.04% Reduce -3.3% 22,720 $1.3M
Confluence Wealth Services, Inc. 0.11% Reduce -1.0% 22,630 $1.3M
Twin Peaks Wealth Advisors, LLC 0.66% Add +15.9% 22,544 $1.3M
Shakespeare Wealth Management, LLC 0.38% Reduce -0.3% 22,487 $1.3M
Wealthstream Advisors, Inc. 0.48% Reduce -6.2% 22,463 $1.3M
Pinnacle Financial Group, LLC / IL 0.56% Add +0.0% 22,342 $1.3M
Gateway Wealth Partners, LLC 0.40% Reduce -1.8% 22,341 $1.3M
Pinnacle Family Advisors, LLC 0.72% New 22,265 $1.3M
Tortoise Investment Management, LLC 0.15% Reduce -0.7% 22,260 $1.3M
Zhang Financial LLC 0.09% Add +0.0% 22,229 $1.3M
Smith Thornton Advisors LLC 0.96% — 22,208 $1.3M
Sage Capital Management, LLC 0.68% Add +0.3% 22,119 $1.3M
Invictus Private Wealth, LLC 0.11% Reduce -1.1% 22,106 $1.3M
Sfm, LLC 0.97% Reduce -3.1% 22,105 $1.3M
CWS Financial Advisors, LLC 0.50% Add +5.8% 21,905 $1.3M
Dana Investment Advisors, Inc. 0.04% No change 21,860 $1.3M
Aptus Capital Advisors, LLC 0.02% Reduce 0.0% 21,620 $1.3M
Walden Wealth Partners LLC 0.71% Add +1.5% 21,615 $1.3M
Allen Capital Group, LLC 0.18% Add +14.6% 21,612 $1.3M
Trexquant Investment LP 0.02% Add +28.6% 21,519 $1.3M
Kavar Capital Partners Group, LLC 0.23% Reduce -1.8% 21,488 $1.3M
Hoylecohen, LLC 0.10% Add +0.1% 21,480 $1.3M
Colorado Capital Management, Inc. 0.70% Reduce -9.2% 21,413 $1.3M
Optivise Advisory Services LLC 0.68% — 21,387 $1.3M
Spinnaker Trust 0.08% Reduce -65.0% 21,345 $1.2M
Clearwater Capital Advisors, LLC 0.13% Reduce -8.2% 21,341 $1.2M
Correct Capital Wealth Management 0.29% Reduce -2.9% 21,332 $1.2M
MWA Asset Management 0.89% Add +0.1% 21,271 $1.2M
Tufton Capital Management 0.24% Reduce -3.5% 21,245 $1.2M
Culbertson A N & Co. Inc. 0.22% Add +8.9% 21,235 $1.2M
New Century Financial Group, LLC 0.53% New 21,194 $1.2M
Lincoln Capital LLC 0.28% Reduce -1.1% 21,132 $1.2M
PGIM Custom Harvest LLC 0.03% Add +82.2% 21,100 $1.2M
Ledyard National Bank 0.12% Reduce -1.8% 21,089 $1.2M
Continental Investors Services, Inc. 2.75% Reduce -4.4% 21,079 $1.2M
Savvy Advisors, Inc. 0.40% Add +74.4% 21,037 $1.2M
Koesten, Hirschmann & Crabtree, INC. 0.79% No change 20,260 $1.2M
1900 Wealth Management LLC 0.11% Reduce -4.6% 20,997 $1.2M
Presidio Capital Management, LLC 0.86% New 20,968 $1.2M
Dodds Wealth, LLC 0.48% Reduce -4.5% 21,239 $1.2M
Wealth Management Partners, LLC 0.59% Add +0.1% 20,894 $1.2M
Fortune Financial Advisors, LLC 0.75% Reduce -5.7% 20,806 $1.2M
Round Rock Advisors LLC 0.30% Reduce -24.8% 20,754 $1.2M
GGM Financial LLC 1.12% — 20,749 $1.2M
Stockman Wealth Management, Inc. 0.21% Add +2.5% 20,730 $1.2M
Source Financial Advisors LLC 0.37% Add +7.2% 20,711 $1.2M
Hollencrest Capital Management 0.05% Reduce -0.8% 20,667 $1.2M
Creekside Partners 0.67% — 20,661 $1.2M
Spirepoint Private Client, LLC 0.17% Reduce -1.7% 20,654 $1.2M
Sapient Capital LLC 0.03% No change 20,546 $1.2M
Wooster Corthell Wealth Management, Inc. 0.27% Reduce -2.2% 20,494 $1.2M
Silvia McColl Wealth Management, LLC 0.99% Reduce -1.6% 20,460 $1.2M
Asset Allocation & Management Company, LLC 0.79% Reduce -20.0% 20,415 $1.2M
Disciplined Investments, LLC 0.63% Reduce -2.4% 20,344 $1.2M
Clay Northam Wealth Management, LLC 0.90% Add +150.0% 20,335 $1.2M
Robertson Stephens Wealth Management, LLC 0.06% Add +2.6% 20,318 $1.2M
Continuum Wealth Advisors, LLC 0.63% Reduce -2.4% 20,310 $1.2M
Calamos Wealth Management LLC 0.06% Reduce -4.7% 20,283 $1.2M
Lockheed Martin Investment Management Co. 0.07% No change 20,250 $1.2M
Assetmark, Inc. 0.00% Add +556.8% 20,145 $1.2M
Tranquilli Financial Advisor LLC 0.79% Add +53.6% 20,288 $1.2M
Thrive Wealth Management, LLC 0.23% Add +0.0% 20,059 $1.2M
Lansing Street Advisors 0.49% Reduce -0.7% 20,019 $1.2M
Mogy Joel R Investment Counsel Inc. 0.07% Reduce -0.6% 19,870 $1.2M
Ruggaard & Associates LLC 0.54% No change 19,840 $1.2M
Legacy Advisors, LLC 0.14% No change 19,835 $1.2M
Carolinas Wealth Consulting LLC 0.22% Add +8.0% 19,680 $1.2M
PBMares Wealth Management LLC 0.28% Add +0.0% 19,631 $1.1M
Tsfg, LLC 0.27% Add +11.1% 19,464 $1.1M
Carmichael Hill & Associates, Inc. 0.46% Reduce -3.8% 19,435 $1.1M
WBH Advisory Inc. 0.11% Reduce -3.0% 19,374 $1.1M
SouthState Bank Corp 0.08% Add +8.9% 19,315 $1.1M
Buttonwood Financial Advisors Inc. 0.53% Reduce -0.4% 19,313 $1.1M
Quantinno Capital Management LP 0.02% Add +44.1% 19,266 $1.1M
Ashton Thomas Securities, LLC 0.27% — 19,470 $1.1M
Donor Advised Charitable Giving, Inc. 0.03% Add +5.6% 19,153 $1.1M
Trustmark Bank Trust Department 0.09% Add +9.3% 19,055 $1.1M
Mma Asset Management LLC 0.52% Add +2.2% 19,047 $1.1M
Patriot Investment Management Group, Inc. 0.09% Reduce -5.8% 18,880 $1.1M
Invst, LLC 0.12% Reduce -95.1% 18,972 $1.1M
Trivium Point Advisory, LLC 0.16% Add +8.7% 18,724 $1.1M
Pioneer Trust Bank N A 0.30% Reduce -0.5% 18,700 $1.1M
First National Advisers, LLC 0.20% Add +19.3% 18,615 $1.1M
Collective Family Office LLC 0.32% Add +3.9% 18,552 $1.1M
Old Port Advisors 0.32% Reduce -2.7% 18,421 $1.1M
Pointe Capital Management LLC 0.67% Add +1.9% 18,415 $1.1M
Texas Capital Bancshares Inc 0.44% Add +12.4% 18,387 $1.1M
Basepoint Wealth LLC 0.85% Add +1.2% 18,372 $1.1M
Insigneo Advisory Services, LLC 0.12% Add +11.9% 18,754 $1.1M
FSC Wealth Advisors, LLC 0.79% Add +51.3% 18,261 $1.1M
Gerber, LLC 0.84% No change 18,255 $1.1M
Empirical Asset Management, LLC 0.40% Add +385.8% 18,125 $1.1M
S.A. Mason LLC 0.60% Add +3.5% 18,121 $1.1M
Quantbot Technologies LP 0.05% Add +236.1% 18,081 $1.1M
Bright Futures Wealth Management, LLC. 0.57% Add +1.4% 17,883 $1.1M
MBA Advisors LLC 0.54% Reduce -8.8% 18,003 $1.1M
Schneider Downs Wealth Management Advisors, LP 0.23% Reduce -1.1% 17,979 $1.1M
First Heartland Consultants, Inc. 0.10% Add +6.9% 17,886 $1.0M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -0.7% 17,767 $1.0M
Willner & Heller, LLC 0.99% Reduce -1.5% 17,693 $1.0M
Northeast Financial Consultants Inc 0.05% Add +34.2% 17,641 $1.0M
One Capital Management, LLC 0.04% Add +3.2% 17,564 $1.0M
LVM Capital Management Ltd. 0.12% Reduce -0.0% 17,469 $1.0M
Edgemoor Investment Advisors, Inc. 0.10% Reduce -0.7% 17,450 $1.0M
Appleton Partners Inc. 0.08% No change 17,433 $1.0M
WoodTrust Financial Corp 0.16% New 17,350 $1.0M
Demars Financial Group, LLC 0.48% Add +0.9% 17,200 $1.0M
Invenio Wealth Partners LLC 0.50% Reduce -0.3% 17,130 $1.0M
Greenwich Wealth Management LLC 0.07% No change 17,125 $1.0M
Retirement Planning Group, LLC 0.06% Reduce -6.8% 17,105 $1.0M
TFG Advisers LLC 0.39% Reduce -0.5% 16,985 $994K
Procyon Advisors, LLC 0.07% Reduce -2.8% 16,979 $994K
High Note Wealth, LLC 0.30% Add +0.6% 16,965 $993K
Summit X, LLC 0.22% Reduce -1.1% 16,922 $992K
Peak Planning Group, LLC 0.49% New 16,891 $988K
Beam Wealth Advisors, Inc. 0.33% Reduce -3.9% 16,850 $986K
Csenge Advisory Group 0.06% Reduce -69.1% 16,831 $985K
Allie Family Office LLC 0.59% Reduce -10.6% 16,769 $981K
New England Asset Management Inc. 0.17% Reduce -80.1% 16,750 $980K
Brookmont Capital Management 0.53% Reduce -11.7% 16,709 $978K
HFG Advisors, Inc. 0.91% Reduce -4.6% 16,685 $976K
Howland Capital Management LLC 0.05% Reduce -13.3% 16,665 $975K
Capital Advisors Wealth Management, LLC 0.19% Reduce -2.1% 16,645 $974K
TNF LLC 0.36% Reduce -0.7% 16,238 $973K
Washington Trust Advisors, Inc. 0.09% Add +9.1% 16,577 $970K
SilverOak Wealth Management LLC 0.23% Add +1.7% 16,531 $967K
Interchange Capital Partners, LLC 0.35% Add +10.0% 16,481 $964K
Hollow Brook Wealth Management LLC 0.33% No change 16,455 $963K
Sageworth Trust Co 0.06% Add +267.2% 16,432 $962K
Evanson Asset Management, LLC 0.07% Add +0.1% 16,392 $959K
Patriot Financial Group Insurance Agency, LLC 0.14% Add +23.1% 16,253 $951K
Traphagen Investment Advisors LLC 0.10% Add +0.0% 16,253 $951K
Cornell Pochily Investment Advisors, Inc. 0.36% Add +45.2% 16,183 $947K
Weaver Consulting Group 0.33% Reduce -0.3% 16,131 $944K
Ipswich Investment Management Co., Inc. 0.22% Reduce -2.6% 16,020 $937K
Focus Financial Network, Inc. 0.04% Add +2.9% 15,229 $934K
AQR Capital Management 0.00% Add +4.3% 15,960 $934K
TBH Global Asset Management, LLC 0.21% Reduce -35.9% 15,860 $928K
Cobblestone Capital Advisors LLC 0.06% Add +5.9% 15,785 $924K
Ritholtz Wealth Management 0.03% Add +8.2% 15,743 $921K
Davies Financial Advisors, Inc. 0.86% New 15,682 $918K
Sovereign Financial Group, Inc. 0.23% Reduce -12.8% 15,648 $916K
Strata Wealth Advisors, LLC 0.31% Reduce -1.9% 15,619 $914K
Greystone Financial Group, LLC 0.18% Add +86.0% 15,548 $910K
Warren Street Wealth Advisors, LLC 0.45% No change 15,531 $909K
Fishman Jay A Ltd. 0.10% No change 15,500 $907K
Meadow Creek Wealth Advisors LLC 0.86% Reduce -0.3% 15,496 $907K
TL Private Wealth 0.41% Add +0.1% 14,532 $905K
Godsey & Gibb, Inc. 0.09% Add +6.9% 15,453 $904K
Invesco Ltd. 0.00% Add +25.8% 15,452 $904K
Signature Estate & Investment Advisors LLC 0.02% New 15,442 $904K
Anchor Investment Management, LLC 0.09% Reduce -14.2% 15,440 $904K
Charter Oak Capital Management, LLC 0.09% Reduce -7.7% 15,421 $902K
Cornerstone Wealth Group, LLC 0.08% Reduce -9.6% 15,385 $900K
Syntrinsic LLC 0.30% Add +0.0% 15,300 $895K
Samalin Investment Counsel, LLC 0.42% Reduce -12.6% 15,288 $895K
Magnolia Capital Advisors LLC 0.50% New 15,287 $895K
North Star Investment Management Corp. 0.07% No change 15,165 $887K
Diversified, LLC 0.10% New 15,130 $885K
Motco 0.05% Reduce -6.8% 15,076 $882K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -8.3% 15,033 $880K
Narwhal Capital Management 0.08% Reduce -0.8% 14,960 $875K
Principle Wealth Partners LLC 0.07% Add +0.1% 14,913 $873K
Conservest Capital Advisors, Inc. 0.09% No change 14,256 $866K
Compound Planning, Inc. 0.06% Add +11.6% 14,794 $866K
WealthShield Partners, LLC 0.13% Reduce -0.5% 14,783 $865K
State of Wisconsin Investment Board 0.00% Reduce -87.8% 14,760 $864K
Almanack Investment Partners, LLC. 0.15% Reduce -8.6% 14,728 $862K
Oliver Lagore Vanvalin Investment Group 0.25% Add +14.2% 14,722 $862K
Moneco Advisors, LLC 0.13% Add +1.3% 14,715 $861K
Laurel Wealth Advisors LLC 0.15% Reduce -7.2% 14,689 $860K
Highland Capital Management, LLC 0.05% No change 14,650 $857K
Wells Financial Advisors INC 0.56% Reduce -3.1% 14,640 $857K
Private Wealth Management Group, LLC 0.37% No change 14,635 $856K
Apollon Financial, LLC 0.28% Add +0.1% 14,627 $856K
Philip James Wealth Mangement, LLC 0.57% Reduce -0.5% 14,598 $854K
Krilogy Financial LLC 0.06% Reduce -35.3% 14,560 $852K
Palisade Capital Management, LP 0.03% Add +7.4% 14,559 $852K
Droms Strauss Advisors Inc. /Mo/ 0.31% Reduce -1.9% 14,534 $851K
Kathleen S. Wright Associates Inc. 0.39% Reduce -0.1% 14,498 $848K
Chatham Capital Group, Inc. 0.15% No change 14,495 $848K
FF Advisors,LLC 0.60% No change 14,485 $848K
CCG Wealth Management, LLC 0.48% Reduce -4.5% 14,404 $843K
Seelaus Asset Management LLC 0.88% Reduce -4.2% 14,378 $841K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +0.3% 14,313 $838K
Moisand Fitzgerald Tamayo, LLC 0.13% Reduce -0.7% 14,285 $836K
Trust Point Inc. 0.07% Reduce -0.3% 14,258 $834K
Venturi Wealth Management, LLC 0.05% No change 14,250 $834K
SteelPeak Wealth, LLC 0.04% Add +3.2% 14,226 $832K
Tyler-Stone Wealth Management 0.34% Add +15.6% 14,178 $830K
Sweeney & Michel, LLC 0.35% Add +0.3% 14,365 $829K
MV Capital Management, Inc. 0.09% Add +0.8% 14,141 $828K
Mullaney, Keating & Wright, Inc. 0.64% — 14,082 $824K
Johnson Bixby & Associates, LLC 0.14% Reduce -7.8% 14,053 $822K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +1.1% 14,005 $820K
Hilltop Wealth Advisors, LLC 0.41% Reduce -1.6% 13,930 $815K
Quotient Wealth Partners, LLC 0.03% Reduce -32.1% 13,890 $813K
Christensen, King & Associates Investment Services, Inc. 0.40% Add +0.0% 13,890 $813K
Signaturefd, LLC 0.02% Add +2.6% 13,883 $812K
Nemes Rush Group LLC 0.11% Reduce -1.9% 13,882 $812K
Verus Capital Partners, LLC 0.08% Add +1.6% 13,823 $809K
Archvest Wealth Advisors, Inc. 0.53% Reduce -4.1% 13,895 $805K
Whitaker-Myers Wealth Managers, LTD. 0.30% Reduce -12.9% 13,702 $802K
Financial Insights, Inc. 0.22% Reduce -2.9% 13,698 $802K
Kooman & Associates 0.32% Add +1.9% 13,668 $800K
GDS Wealth Management 0.09% Reduce -1.9% 13,659 $799K
Zega Financial, LLC 0.29% New 13,645 $799K
Beacon Investment Advisory Services, Inc. 0.03% No change 13,645 $799K
Next Level Private LLC 0.36% Add +0.3% 13,609 $796K
Becker Capital Management Inc. 0.03% Add +45.5% 13,580 $795K
Latitude Advisors, LLC 0.48% Reduce -9.0% 13,570 $794K
Rakuten Investment Management, Inc. 0.01% No change 13,595 $794K
Yarger Wealth Strategies, LLC 0.48% Add +0.3% 13,541 $792K
Sepio Capital, LP 0.07% Add +2.4% 13,522 $791K
Strategies Wealth Advisors, LLC 0.12% Reduce -10.4% 13,504 $790K
Lakeridge Wealth Management LLC 0.47% Add +7.1% 13,476 $789K
Garrison Point Advisors, LLC 0.52% Reduce -29.8% 13,475 $789K
Aveo Capital Partners, LLC 0.09% Add +0.4% 13,443 $787K
Shepherd Financial Partners LLC 0.10% Reduce -0.8% 13,440 $787K
EnRich Financial Partners LLC 0.29% Add +15.7% 13,437 $786K
Clearstead Trust, LLC 0.20% Add +0.6% 13,433 $786K
Thompson Investment Management, Inc. 0.12% Add +0.4% 13,391 $784K
Boyd Watterson Asset Management LLC 0.23% No change 13,335 $780K
Wealthcare Capital Management LLC 0.08% Reduce -26.1% 13,332 $780K
Prostatis Group LLC 0.27% Add +8.5% 13,260 $776K
Scotia Capital Inc. 0.00% Reduce -7.4% 13,237 $775K
Rosenblum Silverman Sutton S F Inc. 0.21% No change 13,235 $775K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -11.7% 13,234 $774K
Gemmer Asset Management LLC 0.08% Add +3.5% 13,231 $774K
Bragg Financial Advisors, Inc 0.03% Reduce -3.4% 13,114 $767K
Legacy Financial Advisors, Inc. 0.14% Reduce -73.1% 13,096 $766K
Sheaff Brock Investment Advisors, LLC 0.07% No change 13,045 $763K
Somerset Trust Co 0.31% No change 13,041 $763K
Checchi Capital Advisers, LLC 0.06% Reduce -11.1% 13,010 $761K
Pacific Sun Financial Corp 0.45% No change 12,945 $758K
Vanguard Personalized Indexing Management, LLC 0.01% Add +12.1% 12,907 $755K
RiverFront Investment Group, LLC 0.02% Add +243.0% 12,897 $755K
Hamilton Capital, LLC 0.06% Add +0.2% 12,839 $751K
Merriman Wealth Management, LLC 0.03% Add +7.4% 12,837 $751K
ABLE Financial Group, LLC 0.27% Reduce -13.3% 12,781 $748K
Waterloo Capital, L.P. 0.09% Add +23.9% 12,780 $748K
Horizons Wealth Management 0.59% Add +400.0% 12,370 $745K
S.E.E.D. Planning Group LLC 0.27% Reduce -17.0% 12,731 $745K
OMNI 360 Wealth, Inc. 0.56% Reduce -11.4% 12,704 $743K
PFG Investments, LLC 0.05% Reduce -79.1% 12,633 $739K
ZWJ Investment Counsel Inc. 0.03% No change 12,570 $736K
Cassaday & Co Wealth Management LLC 0.02% No change 12,540 $734K
Walled Lake Planning & Wealth Management, LLC 0.30% Add +2.6% 12,539 $734K
Plancorp, LLC 0.03% Add +2.5% 12,525 $733K
Sage Capital Advisors,llc 0.21% Add +0.3% 12,515 $732K
Wealth Dimensions Group, Ltd. 0.21% Add +0.0% 12,491 $731K
BKM Wealth Management, LLC 0.35% Reduce -0.1% 12,484 $731K
Stephens Consulting, LLC 0.21% Reduce -5.4% 12,482 $730K
Main Street Financial Solutions, LLC 0.07% Reduce -6.5% 12,473 $730K
Truepoint, Inc. 0.02% Add +5.1% 12,445 $728K
Shelton Wealth Management, LLC 0.44% Add +2.3% 12,439 $728K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.23% New 12,426 $727K
Strategic Advocates LLC 0.29% Reduce -44.1% 12,397 $725K
Alerus Financial NA 0.05% No change 12,350 $723K
Courage Miller Partners, LLC 0.26% Add +0.1% 12,319 $721K
Morris Financial Concepts, Inc. 0.34% Reduce -1.6% 12,309 $720K
LM Advisors LLC 0.14% Reduce -5.8% 12,300 $720K
Columbia Bank 0.28% Reduce -0.4% 12,295 $720K
Ironwood Investment Counsel, LLC 0.13% Add +1.7% 12,270 $718K
Plante Moran Financial Advisors, LLC 0.07% Reduce -7.1% 12,255 $717K
Westmount Partners, LLC 0.24% Add +0.1% 12,353 $716K
Sharkey, Howes & Javer 0.12% Add +0.0% 12,219 $715K
Thomasville National Bank 0.06% Reduce -13.0% 12,168 $712K
Legacy Financial Group LLC 0.14% Reduce -9.0% 12,159 $712K
SFG Wealth Management, LLC. 0.41% Reduce -1.0% 12,158 $711K
Glen Eagle Advisors, LLC 0.13% Add +2.8% 12,128 $710K
Patten & Patten Inc. 0.05% Reduce -3.1% 12,105 $708K
PAX Financial Group, LLC 0.14% Add +6.5% 12,066 $706K
Relyea Zuckerberg Hanson LLC 0.12% Add +0.3% 12,042 $705K
Realta Investment Advisors 0.14% Add +17.2% 12,032 $704K
Luminvest Wealth Management LLC 0.33% No change 11,914 $703K
EagleClaw Capital Managment, LLC 0.13% No change 11,990 $702K
SC&H Financial Advisors, Inc. 0.17% Add +17.6% 11,970 $700K
Howard Financial Services, LTD. 0.11% Reduce -7.3% 11,883 $695K
Carret Asset Management, LLC 0.08% Add +11.2% 11,865 $694K
Waters Parkerson & Co., LLC 0.04% Add +3.6% 11,860 $694K
New Insight Wealth Advisors 0.41% Add +6.5% 11,825 $692K
NWK Group, Inc. 0.29% Add +0.9% 11,809 $691K
Prosperity Consulting Group, LLC 0.09% Add +58.1% 11,785 $690K
Cardiff Park Advisors, LLC 0.07% Add +0.1% 11,771 $689K
Intergy Private Wealth, LLC 0.28% Add +0.0% 11,759 $688K
Intelligence Driven Advisers, LLC 0.10% Add +0.3% 11,720 $686K
Primoris Wealth Advisors, LLC 0.55% No change 11,695 $684K
Investment Research & Advisory Group, Inc. 0.30% Add +0.7% 11,677 $683K
Dearborn Partners LLC 0.03% Add +25.9% 11,674 $683K
Summit Asset Management, LLC 0.08% Add +5.2% 11,655 $682K
Cambridge Capital Management, LLC 0.50% Add +0.1% 11,618 $680K
Davidson Trust Co. 0.47% Reduce -2.7% 11,612 $680K
First National Bank Sioux Falls 0.35% No change 11,575 $677K
Elk River Wealth Management LLC 0.13% Reduce -1.1% 11,570 $677K
Oakwell Private Wealth Management, LLC 0.19% No change 11,551 $676K
Seneca House Advisors 0.29% Reduce -7.8% 11,544 $676K
Hoxton Planning & Management, LLC 0.31% Reduce -4.7% 11,502 $673K
Fusion Family Wealth, LLC 0.07% Add +1.9% 11,474 $671K
Rise Advisors, LLC 0.35% Add +0.3% 11,395 $667K
American State Bank (Iowa) 0.43% Add +0.4% 11,379 $666K
McRae Capital Management Inc. 0.15% Add +0.5% 11,366 $665K
Kwmg, LLC 0.07% Reduce -6.0% 11,352 $664K
Sunpointe, LLC 0.43% New 11,348 $664K
Marathon Strategic Advisors, LLC 0.77% New 11,330 $663K
Peachtree Investment Partners, LLC 0.26% Add +0.8% 11,260 $659K
Clearbridge Investments, LLC 0.00% Add +2.4% 11,175 $654K
Stage Harbor Financial, LLC 0.63% Reduce -3.6% 11,175 $654K
Brandywine Oak Private Wealth LLC 0.07% Reduce -0.3% 11,145 $652K
SIMA Wealth Partners, LLC 0.62% — 11,140 $652K
Clarkston Capital Partners, LLC 0.01% No change 11,125 $651K
Peterson Wealth Advisors, LLC 0.14% Add +0.3% 11,123 $651K
Blueprint Investment Partners LLC 0.14% Reduce -4.6% 11,105 $650K
Key Financial Inc 0.15% Add +3.1% 11,043 $646K
American Money Management, LLC 0.14% Add +0.1% 11,029 $645K
Strategic Advisors LLC 0.13% Reduce -33.5% 11,010 $644K
J. W. Coons Advisors, LLC 0.12% Reduce -0.0% 10,985 $643K
Freestone Capital Holdings, LLC 0.02% Add +8.3% 10,984 $643K
Carl P. Sherr & Co., LLC 0.36% No change 10,978 $642K
WPWealth LLP 0.15% Reduce -1.7% 10,946 $641K
Clarity Capital Advisors, LLC 0.49% Add +0.3% 10,939 $640K
Adirondack Trust Co. 0.26% No change 10,892 $637K
KFG Wealth Management, LLC 0.25% Add +19.7% 10,867 $636K
Oak Asset Management, LLC 0.23% Reduce -2.3% 10,865 $636K
Planned Solutions, Inc. 0.31% Add +0.2% 10,861 $636K
SeaCrest Wealth Management, LLC 0.07% Reduce -25.1% 10,825 $633K
Opus Capital Group, LLC 0.09% Reduce -0.8% 10,791 $631K
Olde Wealth Management, LLC 0.24% Reduce -1.0% 10,776 $630K
Tennessee Valley Asset Management Partners 0.12% Reduce -8.1% 10,758 $630K
Raymond James Trust Co. of NH 5.86% Reduce -0.9% 10,757 $630K
Spotlight Asset Group, Inc. 0.44% Reduce -2.1% 10,725 $628K
Indiana Trust & Investment Management Co 0.23% Reduce -6.5% 10,720 $627K
Keystone Wealth Services, LLC 0.20% No change 10,711 $627K
Graybill Wealth Management, LTD. 0.25% Add +71.4% 10,636 $622K
Fortis Group Advisors, LLC 0.12% Add +2.3% 10,629 $622K
HHM Wealth Advisors, LLC 0.09% Add +1.9% 10,623 $622K
Equita Financial Network, Inc. 0.26% New 10,617 $621K
Stonebrook Private Inc. 0.18% Reduce -16.7% 10,603 $620K
Maltin Wealth Management, Inc. 0.33% Reduce -5.0% 10,590 $620K
Weatherly Asset Management L. P. 0.06% Reduce -2.1% 10,575 $619K
Mitchell Capital Management Co. 0.11% Reduce -1.7% 10,573 $619K
Sawgrass Asset Management LLC 0.07% Add +48.4% 10,535 $617K
Williams Jones Wealth Management, LLC. 0.01% No change 10,520 $616K
Federation des caisses Desjardins du Quebec 0.00% Add +28.9% 10,486 $614K
FourThought Financial Partners, LLC 0.08% Reduce -0.6% 10,471 $613K
Facet Wealth, Inc. 0.02% Add +57.3% 9,942 $612K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -15.2% 10,436 $611K
FSB Premier Wealth Management, Inc. 0.27% Reduce -9.7% 10,396 $608K
Paladin Advisory Group, LLC 0.47% Reduce -0.6% 10,482 $608K
Howard Wealth Management, LLC 0.48% Add +0.1% 10,377 $607K
Bill Few Associates, Inc. 0.23% Reduce -8.2% 10,376 $607K
Insight Advisors, LLC/ PA 0.11% Add +1.6% 10,349 $606K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +3.7% 10,337 $605K
Global Wealth Strategies & Associates 0.22% Reduce -4.8% 10,330 $605K
Redhawk Wealth Advisors, Inc. 0.09% Add +0.1% 10,328 $604K
Bath Savings Trust Co 0.06% Add +1.2% 10,328 $604K
Absolute Capital Management, LLC 0.37% New 10,311 $603K
Emprise Bank 0.37% No change 10,275 $601K
Seeds Investor LLC 0.31% Add +100.1% 10,273 $601K
Austin Private Wealth, LLC 0.06% Reduce -10.9% 10,268 $601K
Terril Brothers, Inc. 0.22% No change 10,260 $600K
Nicolet Bankshares Inc. 0.13% Add +2.1% 10,260 $600K
Romano Brothers and Company 0.08% Add +0.5% 10,149 $594K
Jackson Hole Capital Partners, LLC 0.13% Reduce -2.3% 10,146 $594K
Clark Capital Management Group, Inc. 0.00% Add +10.7% 10,107 $591K
Napatree Capital LLC 0.48% Reduce -0.5% 10,105 $591K
High Falls Advisors, Inc 0.14% Add +2.6% 10,095 $591K
Aviance Capital Partners, LLC 0.08% No change 10,085 $590K
Richardson Financial Services Inc. 0.42% Reduce -0.3% 10,045 $588K
Zullo Investment Group, Inc. 0.26% Reduce -6.4% 10,027 $587K
KMG Fiduciary Partners, LLC 0.06% Add +9.4% 10,005 $586K
Guyasuta Investment Advisors Inc. 0.04% No change 2,106 $584K
Fort Point Capital Partners LLC 0.07% Reduce -5.5% 9,955 $583K
Wallace Advisory Group, LLC 0.42% Add +370.3% 9,937 $581K
CFM Wealth Partners LLC 0.11% No change 9,895 $579K
GW&K Investment Management, LLC 0.01% Add +9.4% 9,900 $579K
Gen-Wealth Partners Inc 0.28% Add +504.9% 9,830 $575K
Farmers National Bank 0.17% Reduce -0.4% 9,813 $574K
Melone Private Wealth, LLC 0.34% Reduce -2.8% 9,791 $573K
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -0.6% 9,784 $573K
International Private Wealth Advisors LLC 0.96% Reduce -8.3% 9,708 $568K
Security Benefit Life Insurance Co. 0.19% Reduce -3.0% 9,700 $568K
New Potomac Partners, LLC 0.31% Reduce -0.5% 9,676 $566K
Athena Investment Management 0.34% No change 9,649 $565K
Gratus Capital, LLC 0.02% Add +107.9% 9,635 $564K
Ballast, Inc. 0.17% Add +0.6% 9,626 $563K
Ethos Financial Group, LLC 0.10% Add +5.0% 9,588 $561K
Dumont & Blake Investment Advisors LLC 0.08% Add +100.0% 9,572 $560K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -2.3% 9,530 $558K
Juncture Wealth Strategies, LLC 0.23% Reduce -12.8% 9,525 $557K
Warner Financial, Inc. 0.27% Add +1.6% 9,511 $557K
Eq LLC 0.33% Add +0.1% 9,510 $557K
Selective Wealth Management, Inc. 0.24% Reduce -2.2% 9,635 $556K
Mendota Financial Group, LLC 0.30% No change 9,464 $554K
JMG Financial Group, Ltd. 0.02% Add +5.6% 9,457 $553K
First Manhattan Co. Llc. 0.00% Reduce -16.0% 9,420 $551K
FWG Holdings, LLC 0.28% Reduce -1.3% 9,002 $550K
Sierra Summit Advisors LLC 0.14% Add +113.6% 9,400 $550K
Blue Trust, Inc. 0.01% Add +10.0% 9,011 $547K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -0.3% 9,328 $546K
Meridian Investment Counsel Inc. 0.17% No change 9,315 $545K
Swmg, LLC 0.24% Add +12.9% 9,298 $544K
Private Wealth Partners, LLC 0.04% No change 9,295 $544K
Founders Financial Alliance, LLC 0.16% Reduce -15.9% 9,263 $542K
Aurora Private Wealth, Inc. 0.47% Add +0.1% 9,258 $542K
Lam Group, Inc. 0.46% No change 9,250 $541K
Wolff Wiese Magana LLC 0.43% Add +109.0% 9,187 $538K
Tyche Wealth Partners LLC 0.13% Reduce -3.9% 9,186 $538K
Running Point Capital Advisors, LLC 0.22% Add +1.1% 9,185 $538K
Goodman Financial Corp 0.12% New 9,165 $536K
Inspire Advisors, LLC 0.07% Add +90.7% 9,164 $536K
Hobbs Group Advisors, LLC 0.20% — 9,118 $534K
Security National Bank 0.08% No change 9,100 $533K
Prosperity Planning, Inc. 0.18% No change 9,084 $532K
Patton Albertson Miller Group, LLC 0.08% No change 9,060 $530K
City State Bank 0.22% Add +1.2% 9,020 $528K
Tilia Fiduciary Partners, Inc. 0.41% Add +1.1% 9,014 $528K
Adaptive Financial Consulting, LLC 0.23% Reduce -7.9% 9,013 $527K
Lazard Freres Gestion S.A.S. 0.01% No change 9,050 $527K
Wynn Capital, LLC 0.39% No change 8,985 $526K
Geller Advisors LLC 0.04% No change 8,930 $523K
Valued Retirements, Inc. 0.79% New 8,901 $521K
Dimension Capital Management LLC 0.10% No change 8,820 $516K
Collaborative Wealth Managment Inc. 0.25% Add +4.3% 8,808 $515K
Clear Harbor Asset Management, LLC 0.04% Reduce -0.4% 8,770 $513K
Spirit of America Management Corp. 0.10% Add +170.6% 8,741 $512K
Transatlantique Private Wealth LLC 0.21% Add +1.4% 8,740 $511K
Stanley-Laman Group, Ltd. 0.07% Add +13.1% 8,731 $511K
Wick Capital Partners, LLC 0.18% Reduce -3.5% 8,704 $509K
Oxinas Partners, LLC 0.34% Reduce -17.3% 8,685 $508K
Cutler Investment Counsel LLC 0.07% No change 8,675 $508K
Stone House Investment Management, LLC 0.13% Reduce -1.6% 8,633 $505K
Clear Point Advisors Inc. 0.41% Add +4.1% 8,596 $503K
Breed's Hill Capital LLC 0.44% No change 8,550 $500K
NORTHSTAR ASSET MANAGEMENT Co 0.12% No change 8,525 $499K
WNY Asset Management, LLC 0.07% No change 8,518 $498K
Financial Futures Ltd Liability Co. 0.31% No change 8,512 $498K
Melfa Wealth Management, Inc. 0.35% Add +6.4% 8,491 $497K
Ridgewood Investments LLC 0.25% Reduce -1.8% 8,485 $497K
Hummer Financial Advisory Services Inc 0.43% No change 8,460 $495K
Sterling Investment Advisors, Ltd. 0.13% No change 8,410 $492K
Sage Rhino Capital LLC 0.12% No change 8,400 $492K
Burney Co./ 0.02% Add +0.0% 8,378 $490K
Girard Partners LTD. 0.05% Reduce -6.0% 8,376 $490K
Uptick Partners, LLC 0.38% Reduce -4.2% 8,051 $489K
Sound Income Strategies, LLC 0.03% Add +4184.1% 8,354 $489K
Cassady Schiller Wealth Management, LLC 0.20% No change 8,348 $489K
Shufro Rose & Co. LLC 0.04% Add +4.9% 8,340 $488K
FWG Investments, LLC. 0.49% Add +4.9% 8,332 $488K
Norden Group LLC 0.10% Reduce -16.9% 8,316 $487K
First Trust Direct Indexing L.P. 0.03% Reduce -6.0% 8,313 $486K
CHURCHILL MANAGEMENT Corp 0.01% New 8,280 $485K
Seven Mile Advisory 0.36% Add +3.4% 8,278 $484K
180 Wealth Advisors, LLC 0.08% Reduce -1.6% 8,090 $484K
Pacific Global Investment Management Co. 0.09% No change 8,250 $483K
Strategic Financial Partners, Ltd. 0.27% No change 8,230 $482K
Kelleher Financial Advisors 0.20% No change 8,225 $481K
Alta Wealth Advisors LLC 0.24% Add +10.6% 8,217 $481K
Syntegra Private Wealth Group, LLC 0.06% Reduce -2.6% 8,214 $481K
Southland Equity Partners LLC 0.14% Reduce -1.1% 8,190 $479K
Stokes Family Office, LLC 0.06% Add +0.2% 8,166 $478K
Fort Sheridan Advisors LLC 0.08% Add +0.4% 8,159 $477K
Stevens Capital Partners 0.25% Add +0.5% 8,142 $476K
Fort Pitt Capital Group, LLC 0.01% Reduce -4.4% 8,140 $476K
Towerpoint Wealth, LLC 0.24% Reduce -14.9% 8,104 $474K
William Howard & Co Financial Advisors Inc 0.44% Add +32.2% 8,084 $473K
Sandhill Capital Partners LLC 0.04% Add +3.0% 8,078 $473K
HUB Investment Partners, LLC 0.02% Add +5.0% 8,063 $472K
First Commonwealth Financial Corp 0.12% New 8,045 $471K
Lewis Asset Management, LLC 0.36% Add +8.2% 8,032 $470K
Augustine Asset Management Inc. 0.18% No change 8,010 $469K
Everett Harris & Co. 0.01% No change 8,010 $469K
Compass Ion Advisors, LLC 0.07% No change 7,714 $469K
Haverford Financial Services, Inc. 0.14% No change 8,000 $468K
Hazlett, Burt & Watson, Inc. 0.24% Reduce -5.3% 7,956 $467K
Martin Capital Advisors, LLP 0.35% No change 7,975 $467K
Roman Butler Fullerton & Co. 0.15% Add +0.8% 7,986 $466K
Global Strategic Investment Solutions, LLC 0.06% Add +0.3% 7,967 $466K
First PREMIER Bank 0.12% No change 7,965 $466K
Wealthgarden F.S. LLC 0.49% — 7,900 $462K
49 Wealth Management, LLC 0.09% Reduce -20.4% 7,937 $460K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% New 7,860 $460K
Albion Financial Group 0.03% Reduce -5.9% 7,795 $456K
World Equity Group, Inc. 0.14% Reduce -50.1% 7,766 $454K
Wealth Management Associates, Inc. 0.21% No change 7,756 $454K
Drexel Morgan & Co. 0.10% No change 7,755 $454K
Fermata Advisors, LLC 0.10% Add +2.5% 7,752 $454K
Peak Asset Management, LLC 0.09% Reduce -16.8% 7,750 $454K
NCM Capital Management, LLC 0.24% No change 7,750 $454K
Eight 31 Financial, LLC 0.35% Add +105.4% 7,746 $453K
IMS Capital Management 0.21% No change 7,515 $453K
Fortis Capital Advisors, LLC 0.16% Add +17.9% 7,729 $452K
Dagco, Inc. 0.20% No change 7,715 $451K
Tradewinds, LLC. 0.14% New 7,705 $451K
Hall Kathryn A. 0.10% No change 7,700 $451K
Staley Capital Advisers Inc. 0.02% Add +2.1% 7,680 $449K
SP Asset Management LLC 0.04% Add +10.5% 7,680 $449K
Main Street Group, LTD 0.21% Reduce -6.8% 7,743 $449K
Concentric Wealth Management, LLC 0.12% No change 7,655 $448K
Marble Harbor Investment Counsel, LLC 0.05% No change 7,635 $447K
Paulson Wealth Management Inc. 0.13% No change 7,624 $446K
Personal Cfo Solutions, LLC 0.07% Add +19.9% 7,572 $443K
Bogart Wealth, LLC 0.02% Reduce -6.3% 7,561 $442K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -30.1% 7,550 $442K
WealthPLAN Partners, LLC 0.05% Reduce -68.7% 7,526 $440K
Eagle Ridge Investment Management 0.04% Add +14.0% 7,520 $440K
Selway Asset Management 0.18% No change 7,500 $439K
Tradition Wealth Management, LLC 0.04% Add +5.0% 7,466 $437K
Modern Wealth Management, LLC 0.03% Add +24.8% 7,454 $436K
Northwest Capital Management Inc 0.16% Reduce -0.5% 7,445 $436K
Avion Wealth 0.12% Reduce -17.0% 7,435 $435K
Ti-Trust, Inc. 0.33% No change 7,425 $435K
Acorn Financial Advisory Services Inc. 0.08% Reduce -11.5% 7,408 $434K
Values Added Financial LLC 0.31% Add +12.6% 7,401 $433K
McIlrath & Eck, LLC 0.06% Reduce -3.1% 7,397 $433K
Peterson Wealth Services 0.15% Reduce -13.7% 7,383 $432K
Xponance LLC 0.00% New 7,379 $432K
Scissortail Wealth Management, LLC 0.11% No change 7,375 $432K
Maripau Wealth Management LLC 0.29% Reduce -20.9% 7,369 $431K
LaSalle St. Investment Advisors, LLC 0.22% Add +70.5% 7,368 $431K
Performance Wealth Partners, LLC 0.02% No change 7,355 $430K
Powell Investment Advisors, LLC 0.22% Add +0.2% 7,345 $430K
IAG Wealth Partners, LLC 0.09% Add +20.7% 7,340 $430K
Smith Salley Wealth Management 0.03% Add +12.3% 7,330 $429K
Rollins Financial Advisors, LLC 0.07% Reduce -39.2% 7,325 $429K
Nicolet Advisory Services, LLC 0.04% Add +7.5% 7,330 $428K
Clear Creek Financial Management, LLC 0.05% Add +0.7% 6,231 $427K
Operose Advisors LLC 0.15% Add +0.1% 7,292 $427K
Grant Street Asset Management, Inc. 0.13% Add +1.8% 7,227 $423K
Mason Investment Advisory Services, Inc. 0.03% Add +8.6% 7,208 $422K
CapWealth Advisors, LLC 0.05% Add +19.8% 7,205 $422K
Florida Trust Wealth Management Co 0.01% Add +9.8% 7,200 $421K
My Personal CFO, LLC 0.22% No change 7,180 $420K
Pension & Wealth Management Advisors, Inc. 0.24% No change 7,170 $420K
Heritage Trust Co 0.06% Add +10.1% 7,150 $418K
DDD Partners, LLC 0.05% Add +0.0% 7,141 $418K
Capital Planning LLC 0.13% No change 7,140 $418K
Ardent Capital Management, Inc. 0.20% Reduce -26.9% 7,120 $417K
Rappaport Reiches Capital Management, LLC 0.12% No change 7,120 $417K
Tempus Wealth Planning, LLC 0.17% Reduce -12.1% 7,058 $413K
Defined Wealth Management, LLC 0.29% Reduce -0.7% 7,038 $412K
Falcon Wealth Planning 0.05% No change 7,015 $411K
ARS Investment Partners, LLC 0.04% No change 7,000 $410K
Mason & Associates Inc 0.11% Reduce -8.9% 6,988 $409K
McElhenny Sheffield Capital Management, LLC 0.14% Add +5.7% 6,953 $407K
Innealta Capital, LLC 0.14% Reduce -9.6% 6,952 $407K
Occidental Asset Management, LLC 0.07% Reduce -2.6% 6,948 $407K
Greenhouse Wealth Management, LLC 0.30% Add +0.3% 6,945 $406K
Sunburst Financial Group, LLC 0.11% Add +2.2% 6,935 $406K
Live Oak Private Wealth LLC 0.07% Add +5.5% 6,895 $403K
Keebeck Wealth Management 0.06% Reduce -11.3% 6,885 $403K
TriaGen Wealth Management LLC 0.15% Add +76.3% 6,857 $401K
Peregrine Asset Advisers, Inc. 0.16% No change 6,855 $401K
BCGM Wealth Management, LLC 0.14% Reduce -12.1% 6,827 $400K
Whalerock Point Partners, LLC 0.11% Reduce -4.8% 6,820 $399K
Raffa Wealth Management, LLC 0.11% Add +2682.4% 6,817 $399K
Donaldson Capital Management, LLC 0.02% New 6,801 $398K
Meridian Financial Partners LLC 0.24% New 6,535 $396K
Optimum Investment Advisors 0.18% No change 6,760 $396K
LexAurum Advisors, LLC 0.10% Reduce -7.4% 6,749 $395K
Financial Guidance Group, Inc. 0.24% No change 6,740 $394K
Center For Asset Management LLC 0.26% No change 6,735 $394K
Russell Investments Group, Ltd. 0.00% Add +110.7% 6,702 $392K
AlphaStar Capital Management, LLC 0.04% Add +24.0% 6,691 $392K
One Wealth Management Investment & Advisory Services, LLC 0.16% Reduce -1.8% 6,687 $391K
Safeguard Financial, LLC 0.11% Add +0.0% 6,683 $391K
Friedenthal Financial 0.24% Reduce -16.1% 6,677 $391K
Rothschild Capital Partners, LLC 0.11% Add +7.2% 6,640 $389K
Harmony Asset Management LLC 0.16% Add +0.2% 6,632 $388K
Schnieders Capital Management LLC 0.08% Reduce -10.2% 6,585 $385K
Capital Wealth Management, LLC 0.18% Reduce -22.6% 6,567 $384K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -1.9% 6,170 $384K
Inspire Trust Co, N.A. 0.13% New 6,550 $383K
Onyx Bridge Wealth Group LLC 0.06% Add +0.0% 6,542 $383K
Dopkins Wealth Management, LLC 0.23% No change 6,535 $382K
Transform Wealth, LLC 0.03% Reduce -5.6% 6,526 $382K
Kings Path Partners LLC 0.18% — 6,515 $381K
Legacy PCG, LLC 0.24% Reduce -0.6% 6,513 $381K
Princeton Global Asset Management LLC 0.08% Add +7.8% 6,465 $378K
Morton Brown Family Wealth, LLC 0.15% Reduce -26.6% 6,234 $378K
McDaniel Terry & Co. 0.03% No change 6,440 $377K
Provenance Wealth Advisors, LLC 0.05% Add +46.8% 6,426 $376K
Foster & Motley Inc. 0.03% Add +9.9% 6,420 $376K
Lion Street Advisors, LLC 0.14% Add +389.4% 6,406 $375K
Archer Investment Corp 0.11% No change 6,394 $374K
Berkeley Capital Partners, LLC 0.11% Reduce -4.0% 6,391 $374K
Kingfisher Capital LLC 0.09% Add +0.3% 6,390 $374K
Foster Victor Wealth Advisors, LLC 0.03% Add +63.9% 5,989 $373K
Range Financial Group LLC 0.19% Reduce -6.2% 6,371 $373K
L.M. Kohn & Company 0.10% Reduce -10.4% 6,150 $373K
F/m Investments LLC 0.01% New 6,365 $372K
Debussy Capital Management LP 0.11% Add +0.0% 6,331 $370K
J.P. Marvel Investment Advisors, LLC 0.06% No change 6,295 $368K
Charles Schwab Trust Co 0.03% Reduce -0.4% 6,295 $368K
Central Pacific Bank - Trust Division 0.05% Add +5.7% 6,267 $367K
Ashford Advisors, LLC 0.09% Add +400.0% 6,250 $366K
Kellett Wealth Advisors, LLC 0.29% Add +5.2% 6,230 $365K
Sugarloaf Wealth Management, LLC 0.06% Reduce -5.6% 6,185 $362K
First Bancorp, Inc 0.27% No change 6,175 $361K
JT Stratford LLC 0.07% Reduce -1.6% 6,155 $360K
Roundview Capital LLC 0.03% Add +0.4% 6,153 $360K
4Thought Financial Group Inc. 0.22% Add +44.8% 6,149 $360K
4J Wealth Management LLC 0.30% Reduce -11.6% 6,112 $358K
Red Door Wealth Management, LLC 0.06% Add +12.8% 6,103 $357K
Ade, LLC 0.24% Reduce -0.8% 6,103 $357K
Aspen Grove Capital, LLC 0.08% No change 6,100 $357K
Tucker Asset Management LLC 0.08% No change 6,095 $357K
Barr E S & Co. 0.02% Add +2.1% 6,085 $356K
Mill Creek Capital Advisors, LLC 0.01% No change 6,070 $355K
Faithward Advisors, LLC 0.06% No change 6,060 $355K
Trek Financial, LLC 0.03% Add +6.7% 6,055 $354K
Armstrong Henry H Associates Inc. 0.04% New 6,050 $354K
Montz Harcus Wealth Management LLC 0.23% Add +32.2% 6,033 $353K
Morningstar Investment Services LLC 0.00% New 6,047 $353K
Fox Financial, Inc 0.33% Reduce -2.0% 6,030 $353K
Fielder Capital Group LLC 0.14% New 6,012 $352K
St Germain D J Co. Inc. 0.02% Add +5.7% 6,004 $351K
Plum Street Advisors, LLC 0.20% No change 5,991 $351K
Auxano Advisors, LLC 0.10% Add +0.3% 5,977 $350K
W Advisors, LLC 0.23% No change 5,945 $348K
United Advisor Group, LLC 0.11% Add +74.2% 5,939 $348K
Jentner Corp 0.11% No change 5,900 $345K
Forum Financial Management, LP 0.01% Add +27.7% 5,895 $345K
Princeton Capital Management LLC 0.11% No change 5,890 $345K
TFC Financial Management, Inc. 0.06% Add +0.0% 5,886 $344K
JB Capital LLC 0.02% Reduce -18.9% 5,886 $344K
Forte Capital LLC 0.04% Add +35.1% 5,885 $344K
Pacifica Partners Inc. 0.15% Add +52.6% 5,900 $344K
Van Cleef Asset Management,Inc 0.04% Reduce -13.7% 5,870 $344K
ARS Wealth Advisors Group, LLC 0.04% No change 5,845 $342K
Hemington Wealth Management 0.12% Reduce -27.1% 5,855 $342K
Legacy Edge Advisors, LLC 0.06% Add +6.9% 5,825 $341K
Asset Dedication, LLC 0.02% No change 5,820 $341K
Gray Wealth Management Inc. 0.15% Reduce -3.5% 5,819 $341K
Advance Capital Management, Inc. 0.02% No change 5,798 $339K
Maia Wealth LLC 0.10% — 5,580 $339K
REAP Financial Group, LLC 0.09% No change 5,783 $338K
Alpha Cubed Investments, LLC 0.02% Add +20.2% 5,770 $338K
Avaii Wealth Management, LLC 0.19% No change 5,760 $337K
Obsidian Cio, LLC 0.08% Reduce -26.1% 5,750 $337K
Bull Street Advisors, LLC 0.16% No change 5,745 $336K
Partners in Financial Planning 0.07% Add +0.1% 5,734 $336K
Family Asset Management, LLC 0.22% Reduce -0.0% 5,731 $335K
Aberdeen Wealth Management LLC 0.23% No change 5,725 $335K
Advisor OS, LLC 0.04% Reduce -15.3% 5,723 $335K
Gradient Capital Advisors, LLC 0.12% No change 5,713 $334K
BOS Asset Management, LLC 0.15% Reduce -0.4% 5,682 $333K
RPg Family Wealth Advisory, LLC 0.11% No change 5,680 $332K
Pinnacle Wealth Management Group, Inc. 0.22% Reduce -23.6% 5,677 $332K
Brick & Kyle, Associates 0.14% New 5,650 $331K
Marquette Asset Management, LLC 0.06% Reduce -17.5% 5,641 $330K
Legacy Bridge, LLC 0.19% Add +0.2% 5,610 $328K
Trustco Bank Corp. N Y 0.35% Reduce -0.0% 5,604 $328K
McNaughton Wealth Management, LLC 0.17% No change 5,600 $328K
True Link Financial Advisors, LLC 0.03% Reduce -9.6% 5,579 $326K
Fiduciary Family Office, LLC 0.13% Add +28.7% 5,575 $326K
Heritage Wealth Management, LLC 0.18% Reduce -4.4% 5,566 $326K
Heritage Family Offices, LLP 0.18% — 5,566 $326K
Hohimer Wealth Management, LLC 0.07% Reduce -3.4% 5,520 $323K
Smart Money Group LLC 0.12% Add +0.3% 5,206 $323K
Worth Financial Advisory Group, LLC 0.21% Reduce -17.9% 5,500 $322K
Boston Trust Walden Corp 0.00% No change 5,490 $321K
Silicon Valley Capital Partners 0.04% Reduce -15.5% 5,457 $319K
Mattern Capital Management, LLC 0.04% Reduce -2.4% 5,415 $317K
Shira Ridge Wealth Management 0.18% Add +0.0% 5,404 $316K
Planning Directions Inc. 0.22% Reduce -11.3% 5,403 $316K
Milestone Asset Management, LLC 0.08% New 5,374 $315K
Bernardo Wealth Planning LLC 0.08% No change 5,371 $314K
Eagle Strategies LLC 0.06% Reduce -90.5% 5,365 $314K
Gilman Hill Asset Management, LLC 0.06% Reduce -3.9% 5,350 $313K
RVW Wealth, LLC 0.03% No change 5,345 $313K
Segment Wealth Management, LLC 0.02% No change 5,340 $312K
Successful Portfolios LLC 0.22% Reduce -7.2% 5,334 $312K
SkyOak Wealth, LLC 0.07% No change 5,325 $312K
Financial Perspectives, Inc 0.11% Reduce -1.6% 5,314 $311K
Market Street Wealth Management Advisors LLC 0.05% Reduce -7.3% 5,310 $311K
Summit Wealth & Retirement Planning, Inc. 0.11% No change 5,275 $309K
Ellsworth Advisors, LLC 0.09% Add +0.1% 5,226 $306K
Mason & Associates, LLC 0.10% New 5,223 $306K
Ehrlich Financial Group 0.24% Reduce -56.8% 5,210 $305K
Addison Advisors LLC 0.10% Add +33.9% 5,200 $304K
Custos Family Office, LLC 0.12% Add +0.1% 5,198 $304K
Noesis Capital Mangement Corp. 0.07% Add +11.7% 5,195 $304K
LVW Advisors, LLC 0.04% Add +26.4% 5,175 $303K
Acorn Wealth Advisors, LLC 0.15% Add +0.1% 5,174 $303K
Bank Ozk 0.13% Reduce -2.5% 5,169 $302K
WealthCare Investment Partners, LLC 0.14% Add +10.2% 5,166 $302K
Great Lakes Advisors, LLC 0.00% New 5,165 $302K
Naviter Wealth, LLC 0.04% New 5,147 $301K
BCK Partners, Inc. 0.16% Reduce -1.3% 5,136 $301K
Monterey Private Wealth, Inc. 0.11% Reduce -5.4% 5,097 $298K
Hyman Charles D 0.02% No change 5,090 $298K
Northeast Investment Management 0.01% Add +10.9% 5,075 $297K
Leslie Global Wealth, LLC 0.17% — 5,073 $297K
Aufman Associates Inc 0.21% No change 5,045 $295K
James J. Burns & Company, LLC 0.06% New 5,025 $295K
Bluestem Financial Advisors, LLC 0.15% No change 5,014 $293K
Bantamac Capital, LLC 0.18% No change 5,000 $293K
Auour Investments LLC 0.11% No change 4,995 $292K
Madrona Financial Services, LLC 0.09% Add +0.0% 4,988 $292K
LS Investment Advisors, LLC 0.05% No change 4,985 $292K
Resurgent Financial Advisors LLC 0.18% Reduce -8.3% 4,970 $291K
Phillips Wealth Planners LLC 0.31% Add +1.1% 4,978 $291K
Greenspring Advisors, LLC 0.07% No change 4,955 $290K
First National Bank & Trust Co. of Newtown 0.06% Add +7.0% 4,950 $290K
Visionary Wealth Advisors 0.02% Add +21.7% 4,935 $289K
JFG Wealth Management, LLC 0.08% New 4,930 $289K
Heritage Financial Services, LLC 0.04% No change 4,930 $289K
Bellecapital International Ltd. 0.06% No change 4,920 $288K
Texas Yale Capital Corp. 0.01% Add +2.4% 4,919 $288K
Householder Group Estate & Retirement Specialist, LLC 0.08% Reduce -3.4% 4,921 $287K
Welch Group, LLC 0.01% Reduce -10.2% 4,903 $287K
LPF Advisors LLC 0.26% New 4,886 $286K
Alexander Randolph Advisory, Inc. 0.27% No change 4,885 $286K
Zuckerman Investment Group, LLC 0.03% Add +3.1% 4,880 $286K
Vertex Planning Partners, LLC 0.07% Reduce -1.1% 4,871 $285K
Orgel Wealth Management, LLC 0.01% No change 4,870 $285K
Strategy Asset Managers LLC 0.06% Reduce -80.1% 1,086 $284K
WMS Partners, LLC 0.02% No change 4,837 $283K
Mystic Asset Management, Inc. 0.11% Reduce -6.3% 4,820 $282K
Main Management LLC 0.02% No change 4,825 $282K
Lee Danner & Bass Inc. 0.02% — 4,827 $282K
Financial Life Advisors 0.11% No change 4,818 $282K
Criterion Capital Advisors, LLC 0.18% Reduce -10.8% 4,792 $280K
BTC Capital Management, Inc. 0.03% No change 4,780 $280K
Commonwealth Retirement Investments LLC 0.13% No change 4,755 $278K
Abound Wealth Management 0.10% Add +2.1% 4,718 $276K
Veracity Capital LLC 0.12% Reduce -5.4% 4,710 $276K
Total Clarity Wealth Management, Inc. 0.10% Reduce -7.2% 4,682 $274K
Canopy Partners, LLC 0.13% Reduce -0.1% 4,680 $274K
Creative Capital Management Investments LLC 0.13% Reduce -5.2% 4,655 $272K
Carson Advisory Inc. 0.19% Add +7.0% 4,637 $271K
Sentry LLC 0.05% No change 4,575 $268K
Geneva Partners, LLC 0.11% Add +6.2% 4,556 $267K
Granite Investment Partners, LLC 0.01% No change 4,555 $267K
Seed Wealth Management, Inc. 0.23% No change 4,550 $266K
Forthright Family Wealth Advisory LLC 0.17% Reduce -0.2% 4,550 $266K
Edgestream Partners, L.P. 0.01% New 4,537 $266K
Beaton Management Co. Inc. 0.14% No change 4,530 $265K
Nabity-Jensen Investment Management Inc 0.22% No change 4,525 $265K
Covenant Asset Management, LLC 0.06% Add +24.0% 4,515 $264K
Family Manage LLC 0.05% No change 4,515 $264K
Ascentis Independent Advisors 0.06% — 4,514 $264K
Hamilton Point Investment Advisors, LLC 0.05% No change 4,500 $263K
Noble Family Wealth, LLC 0.08% No change 4,480 $262K
JGP Wealth Management, LLC 0.04% Reduce -2.8% 4,468 $261K
Affinity Wealth Management LLC 0.05% No change 4,450 $260K
Stonegate Investment Group, LLC 0.01% Add +33.8% 4,450 $260K
Aspen Investment Management Inc 0.13% Add +10.7% 4,428 $259K
Alpha Omega Wealth Management LLC 0.05% No change 4,425 $259K
Veltria Advisors Corp. 0.09% No change 4,420 $259K
Jamison Private Wealth Management, Inc. 0.04% Add +31.2% 4,392 $257K
Hanson & Doremus Investment Management 0.04% No change 4,370 $256K
West Michigan Advisors, LLC 0.08% Add +1.1% 4,371 $256K
Adero Partners, LLC 0.02% No change 4,370 $256K
Birchbrook, Inc. 0.15% Add +12.9% 4,366 $255K
Concord Wealth Partners 0.04% Add +0.2% 4,356 $255K
Heritage Wealth Partners, LLC 0.37% Add +373.1% 4,353 $255K
WestHill Financial Advisors, Inc. 0.06% Reduce -0.7% 4,342 $254K
Vishria Bird Financial Group, LLC 0.11% No change 4,345 $254K
Apella Capital, LLC 0.01% Reduce -31.0% 4,389 $253K
Front Row Advisors LLC 0.09% Reduce -7.7% 4,305 $252K
Frank, Rimerman Advisors LLC 0.02% No change 4,300 $252K
TrueWealth Advisors, LLC 0.09% Add +12.2% 4,290 $251K
Atlas Private Wealth Advisors 0.04% New 4,285 $251K
Westhampton Capital, LLC 0.14% New 4,280 $250K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.5% 4,275 $250K
Aletheian Wealth Advisors LLC 0.13% No change 4,265 $250K
Verum Partners LLC 0.08% Reduce -28.6% 4,262 $249K
Signet Financial Management, LLC 0.03% Reduce -1.5% 4,248 $249K
Atwood & Palmer Inc. 0.02% No change 4,240 $248K
McLean Asset Management Corp 0.08% No change 4,243 $248K
Colonial River Investments, LLC 0.13% Reduce -0.8% 4,228 $247K
Denver PWM, LLC 0.10% New 4,227 $247K
Douglass Winthrop Advisors, LLC 0.01% Reduce -20.1% 4,210 $246K
Altfest L J & Co. Inc. 0.03% Add +0.3% 4,195 $246K
Penney Financial, LLC 0.18% Reduce -10.3% 4,200 $246K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $245K
Canvas Wealth Advisors, LLC 0.08% Reduce -0.9% 3,973 $245K
Chris Bulman Inc 0.17% — 4,180 $245K
Hills Bank & Trust Co 0.02% Reduce -1.8% 4,180 $245K
LJI Wealth Management, LLC 0.05% Reduce -5.3% 4,173 $244K
Praetorian Wealth Management, Inc. 0.06% New 4,155 $243K
Mengis Capital Management, Inc. 0.05% Add +2.7% 4,139 $242K
Hunter Associates Investment Management LLC 0.04% Add +6.7% 4,144 $242K
Garde Capital, Inc. 0.02% Reduce -31.2% 4,105 $240K
Chilton Capital Management LLC 0.01% Reduce -11.1% 4,100 $240K
Denver Wealth Management, Inc. 0.12% Reduce -10.5% 4,091 $239K
MADDEN SECURITIES Corp 0.11% No change 4,070 $238K
Gratus Wealth Advisors, LLC 0.04% Reduce -2.0% 3,952 $238K
Detalus Advisors, LLC 0.08% No change 4,065 $238K
Sharp Wealth Advisory, LLC 0.20% Add +11.6% 4,059 $238K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Add +0.0% 4,050 $237K
Trademark Financial Management, LLC 0.19% Reduce -1.5% 4,046 $237K
Capital Insight Partners, LLC 0.04% Reduce -2.9% 4,045 $237K
Sterling Group Wealth Management, LLC 0.14% — 4,026 $236K
RPS Advisory Solutions LLC 0.22% — 4,000 $234K
Mainsail Asset Management, LLC 0.19% No change 4,000 $234K
LongView Wealth Management 0.09% Add +0.1% 3,999 $234K
Root Financial Partners, LLC 0.05% New 3,995 $234K
Focused Wealth Management, Inc 0.03% Add +0.2% 3,985 $233K
Ceera Investments, LLC 0.10% No change 3,975 $233K
Seneca Financial Advisors LLC 0.12% New 3,970 $232K
BTG Pactual Asset Management US LLC 0.06% — 3,970 $232K
Stonebridge Capital Advisors LLC 0.02% Add +2.4% 3,970 $232K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $232K
Meeder Advisory Services, Inc. 0.02% New 3,946 $231K
Brooklyn FI, LLC 0.09% New 3,945 $231K
Fingerlakes Wealth Management, Inc. 0.21% Add +0.3% 3,943 $231K
GPS Wealth Strategies Group, LLC 0.03% Add +27.9% 3,938 $230K
Icon Wealth Advisors, LLC 0.02% Reduce -18.1% 3,701 $229K
Clarity Financial LLC 0.03% Reduce -34.8% 3,908 $229K
Blue Barn Wealth, LLC 0.13% No change 3,896 $228K
Fortis Capital Management LLC 0.05% Add +7.7% 3,892 $228K
Thompson Siegel & Walmsley LLC 0.00% No change 3,880 $227K
Cypress Wealth Services, LLC 0.05% Reduce -0.1% 3,865 $226K
Private Client Services, LLC 0.14% Reduce -8.0% 3,855 $226K
Strategic Wealth Investment Group, LLC 0.03% — 3,889 $225K
Summit Wealth Group, LLC 0.07% New 3,850 $225K
Wade Financial Advisory, Inc 0.08% No change 3,835 $224K
Client 1ST Advisory Group, LLC 0.10% Reduce -14.0% 3,814 $223K
Liberty Wealth Management LLC 0.04% Reduce -4.6% 3,807 $223K
Sterling Wealth Management, Inc. 0.11% Reduce -11.3% 3,800 $222K
Matthew Goff Investment Advisor, LLC 0.05% No change 3,800 $222K
Black Diamond Financial, LLC 0.04% New 3,790 $222K
RMR Capital Management, LLC 0.20% No change 3,785 $221K
Americana Partners, LLC 0.02% New 3,755 $220K
Hall Capital Management Co. Inc. 0.10% No change 3,750 $219K
Banque Pictet & Cie SA 0.00% No change 3,750 $219K
Trueblood Wealth Management, LLC 0.12% Add +2.5% 3,744 $219K
Emergent Wealth Advisors, LLC 0.18% Add +9.9% 3,735 $219K
Gold Investment Management Ltd. 0.09% No change 3,725 $218K
O'ROURKE & COMPANY, Inc 0.12% No change 3,730 $218K
Moody Aldrich Partners LLC 0.04% No change 3,725 $218K
Thor Investment Management Inc. /Oh/ 0.17% Add +9.0% 3,705 $217K
Shorepoint Capital Partners LLC 0.05% New 3,675 $215K
Francis Financial, Inc. 0.07% Add +9.9% 3,666 $215K
M3 Advisory Group, LLC 0.18% Reduce -40.5% 3,648 $213K
Elevated Capital Advisors, LLC 0.06% Reduce -8.1% 3,642 $213K
Patrick M Sweeney & Associates, Inc. 0.17% No change 3,635 $213K
Consilium Wealth Advisory, LLC 0.12% No change 3,635 $213K
Ifrah Financial Services, Inc. 0.06% Add +3.2% 3,631 $212K
Von Berge Wealth Management Group, LLC 0.13% No change 3,661 $212K
Balboa Wealth Partners 0.06% New 3,627 $212K
Bfsg, LLC 0.03% No change 3,620 $212K
Darrow Company, Inc. 0.14% No change 3,610 $211K
CNB Bank 0.10% No change 3,595 $210K
Aries Wealth Management 0.07% No change 3,585 $210K
Orcam Financial Group 0.22% No change 3,580 $210K
Paradigm, Strategies in Wealth Management, LLC 0.13% Add +0.3% 3,579 $209K
Epiq Partners, LLC 0.14% No change 3,575 $209K
Westshore Wealth, LLC 0.09% No change 3,565 $209K
Symphony Financial Services, Inc. 0.18% — 3,588 $208K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -0.2% 3,559 $208K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.01% New 3,559 $208K
Columbus Macro, LLC 0.08% No change 3,558 $208K
New Republic Capital, LLC 0.10% Add +0.3% 3,551 $208K
Sonora Investment Management Group, LLC 0.02% No change 3,398 $206K
Braun-Bostich & Associates Inc. 0.15% Reduce -29.9% 3,525 $206K
Chemistry Wealth Management LLC 0.05% Reduce -10.6% 3,520 $206K
Presilium Private Wealth, LLC 0.05% Add +6.1% 3,515 $206K
NWF Advisory Services Inc. 0.03% No change 3,505 $205K
Aull & Monroe Investment Management Corp 0.10% No change 3,500 $205K
LPWM LLC 0.07% New 3,520 $204K
Annex Advisory Services, LLC 0.01% Add +2.3% 3,488 $204K
Fogel Capital Management, Inc. 0.11% No change 3,480 $204K
MIdWestOne Financial Group, Inc. 0.04% New 3,475 $203K
Capstone Financial Advisors, Inc. 0.01% Add +0.2% 3,461 $203K
TD Capital Management LLC 0.02% Add +0.3% 3,461 $203K
Heartwood Wealth Advisors LLC 0.02% No change 3,460 $202K
Perkins Coie Trust Co 0.05% No change 3,460 $202K
ACT Advisors, LLC. 0.11% No change 3,457 $202K
Schechter Investment Advisors, LLC 0.02% Reduce -1.1% 3,450 $202K
Reston Wealth Management LLC 0.08% Add +0.3% 3,450 $202K
White Pine Capital LLC 0.08% New 3,435 $201K
Beacon Financial Advisory LLC 0.07% Reduce -20.4% 3,421 $200K
Global Financial Private Client, LLC 0.08% No change 3,335 $195K
TruNorth Capital Management, LLC 0.06% Add +26.7% 3,320 $194K
Woodard & Co. Asset Management Group Inc. 0.05% Reduce -82.0% 3,256 $191K
Voisard Asset Management Group, Inc. 0.09% No change 3,255 $190K
Rosenberg Matthew Hamilton 0.05% No change 3,200 $186K
Hoese & Co LLP 0.16% Reduce -38.2% 3,095 $185K
GoalVest Advisory LLC 0.06% No change 3,150 $184K
Sanctuary Wealth Management, L.L.C. 0.14% Add +8.4% 3,134 $183K
Baldwin Wealth Partners LLC 0.01% Reduce -41.9% 3,105 $182K
Compass Wealth Management LLC 0.04% No change 3,090 $181K
Schroder Investment Management Group 0.00% Reduce -8.5% 3,050 $178K
Gradient Investments LLC 0.00% Add +48.4% 3,022 $177K
Cornerstone Planning Group LLC 0.05% Reduce -1.5% 3,040 $174K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -7.3% 2,973 $174K
Iron Horse Wealth Management, LLC 0.07% Add +10.5% 2,956 $173K
First United Bank & Trust 0.06% No change 2,925 $171K
Janiczek Wealth Management, LLC 0.03% Add +0.7% 2,799 $164K
Wagner Wealth Management, LLC 0.05% No change 2,753 $161K
Register Financial Advisors LLC 0.08% Reduce -1.4% 2,712 $159K
Versant Capital Management, Inc 0.04% No change 2,700 $158K
Blue Bell Private Wealth Management, LLC 0.03% Add +191.7% 2,654 $155K
Tanglewood Legacy Advisors, LLC 0.07% No change 2,635 $154K
Eukles Asset Management 0.07% Add +2.7% 2,626 $154K
Mitchell Sinkler & Starr 0.04% No change 2,510 $152K
Elgethun Capital Management 0.04% Add +0.2% 2,599 $152K
Caitlin John, LLC 0.11% Reduce -16.6% 2,597 $152K
WealthCollab, LLC 0.10% No change 2,420 $142K
Piscataqua Savings Bank 0.13% No change 2,420 $142K
SRH Advisors, LLC 0.05% No change 2,410 $141K
Angeles Wealth Management, LLC 0.01% No change 2,405 $141K
Barrett & Company, Inc. 0.06% No change 2,385 $140K
Ramirez Asset Management, Inc. 0.03% No change 2,375 $139K
Frazier Financial Advisors, LLC 0.11% Add +0.3% 2,366 $138K
Cherry Tree Wealth Management, LLC 0.03% No change 2,360 $138K
Webster Bank, N. A. 0.01% No change 2,335 $137K
Balentine LLC 0.01% Add +3.0% 2,286 $134K
Smartleaf Asset Management LLC 0.02% Add +2427.8% 2,275 $133K
Steph & Co. 0.04% Reduce -3.6% 2,227 $130K
Trust Co 0.02% No change 2,200 $129K
Financial Gravity Asset Management, Inc. 0.03% Add +109.8% 2,195 $128K
Ransom Advisory, Ltd 0.06% Add +44.1% 2,140 $125K
Morling Financial Advisors, LLC 0.05% Add +6.2% 2,136 $125K
MTM Investment Management, LLC 0.05% No change 2,135 $125K
Financial Connections Group, Inc. 0.06% New 2,125 $124K
Strengthening Families & Communities, LLC 0.04% New 2,115 $124K
Aspire Wealth Management Corp 0.07% No change 2,110 $123K
First Financial Corp. 0.06% No change 2,105 $123K
Sittner & Nelson, LLC 0.06% No change 2,080 $122K
Resources Management Corp. /CT/ 0.02% No change 2,055 $120K
Cypress Capital, LLC 0.03% New 2,035 $119K
Sage Mountain Advisors LLC 0.01% No change 2,030 $119K
Tidemark, LLC 0.05% Reduce -30.3% 1,990 $116K
C M Bidwell & Associates Ltd. 0.08% No change 1,980 $116K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 1,770 $115K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,925 $113K
HWG Holdings LP 0.04% — 1,897 $111K
Elevation Wealth Partners, LLC 0.05% Add +0.5% 1,892 $111K
M&R Capital Management Inc. 0.03% Add +0.2% 1,892 $111K
Y.D. More Investments Ltd 0.01% No change 1,845 $108K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,775 $103K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 1,750 $102K
Larson Financial Group LLC 0.01% Reduce -5.0% 1,738 $102K
Olistico Wealth, LLC 0.06% New 1,705 $100K
AllSquare Wealth Management LLC 0.06% Add +27.8% 1,700 $99K
Toth Financial Advisory Corp. 0.01% No change 1,695 $99K
JDM Financial Group LLC 0.07% Add +61.4% 1,695 $99K
ICA Group Wealth Management, LLC 0.06% Reduce -95.3% 1,695 $99K
Ballast Advisors LLC 0.03% No change 1,690 $99K
Avalon Trust Co 0.01% No change 1,655 $97K
Rothschild Investment LLC 0.01% No change 1,575 $92K
Advantage Trust Co 0.06% No change 1,510 $88K
WFA Asset Management Corp 0.05% No change 1,496 $88K
PrairieView Partners, LLC 0.01% No change 1,475 $86K
Westside Investment Management, Inc. 0.02% Reduce -13.6% 1,426 $83K
Kelly Financial Services LLC 0.03% Reduce -5.6% 1,349 $79K
Lowe Wealth Advisors, LLC 0.04% Add +1167.6% 1,331 $78K
Optiver Holding B.V. 0.00% Reduce -23.4% 1,294 $76K
Founders Capital Management 0.05% No change 1,275 $75K
Moser Wealth Advisors, LLC 0.04% No change 1,275 $75K
SJS Investment Consulting Inc. 0.01% No change 1,271 $74K
Kiely Wealth Advisory Group, Inc. 0.04% Add +46.7% 1,254 $73K
Gables Capital Management Inc. 0.04% No change 1,195 $70K
West Oak Capital, LLC 0.03% No change 1,150 $67K
Blume Capital Management, Inc. 0.02% No change 1,065 $62K
West Branch Capital LLC 0.02% Add +0.1% 1,014 $59K
Cetera Trust Company, N.A 0.04% No change 1,000 $59K
Fairfield Financial Advisors, LTD 0.02% — 985 $58K
Dynamic Wealth Strategies, LLC 0.05% No change 950 $56K
Coston, McIsaac & Partners 0.02% No change 967 $56K
Roble, Belko & Company, Inc 0.01% Add +0.3% 963 $56K
Atlas Capital Advisors Inc. 0.01% No change 935 $55K
Richard W. Paul & Associates, LLC 0.02% Reduce -0.6% 930 $54K
Provident Wealth Management, LLC 0.02% No change 910 $53K
Atlantic Private Wealth, LLC 0.04% No change 875 $51K
Beacon Capital Management, LLC 0.01% Add +10.9% 865 $51K
Beaird Harris Wealth Management, LLC 0.00% New 840 $49K
Independence Bank of Kentucky 0.01% Add +26.1% 788 $46K
Capital Investment Counsel, Inc 0.01% No change 785 $46K
Bellevue Asset Management, LLC 0.02% No change 750 $44K
SWAN Capital LLC 0.02% New 735 $43K
Spectrum Wealth Counsel, LLC 0.01% Reduce -61.6% 735 $43K
Rain Capital Management, LLC 0.03% No change 655 $39K
FWL Investment Management, LLC 0.02% New 665 $39K
LRI Investments, LLC 0.00% Add +200.0% 645 $38K
Integrity Financial Corp 0.02% No change 630 $37K
True Wealth Design, LLC 0.01% No change 625 $37K
Hexagon Capital Partners LLC 0.01% Reduce -25.5% 594 $35K
Legend Financial Advisors, Inc. 0.02% No change 590 $35K
Legacies Wealth LLC 0.03% Reduce -19.4% 588 $34K
Raleigh Capital Management Inc. 0.01% Add +0.3% 588 $34K
Strategic Investment Solutions, Inc. 0.01% — 555 $34K
NFSG Corp 0.01% Reduce -44.9% 584 $34K
Kopp Family Office, LLC 0.02% No change 565 $33K
Evolution Advisers, Inc. 0.02% Add +2.1% 577 $33K
Pineridge Advisors LLC 0.01% Reduce -76.1% 554 $32K
SYM FINANCIAL Corp 0.01% Add +21.8% 554 $32K
Abich Financial Wealth Management LLC 0.02% Reduce -84.7% 550 $32K
Arax Advisory Partners 0.00% Add +0.2% 549 $32K
Belmont Capital, LLC 0.01% New 545 $32K
Elevate Wealth Advisory, Inc. 0.03% No change 540 $32K
Mark Sheptoff Financial Planning, LLC 0.02% No change 505 $30K
Wiser Advisor Group LLC 0.04% Reduce -32.5% 476 $28K
Byrne Asset Management LLC 0.02% No change 475 $28K
Davis Capital Management 0.02% No change 465 $27K
Vermillion & White Wealth Management Group, LLC 0.02% No change 455 $27K
Delta Asset Management LLC 0.00% No change 455 $27K
DecisionPoint Financial, LLC 0.01% No change 420 $26K
Keener Financial Planning LLC 0.02% No change 460 $26K
Mattson Financial Services, LLC 0.01% — 405 $24K
Investors Research Corp 0.01% Reduce -19.0% 405 $24K
Costello Asset Management, INC 0.02% No change 401 $23K
Evergreen Private Wealth LLC 0.01% Reduce -31.3% 378 $22K
Howe & Rusling Inc. 0.00% Add +97.3% 365 $21K
MeadowBrook Investment Advisors LLC 0.02% No change 360 $21K
Great Lakes Retirement, Inc. 0.00% New 360 $21K
Pin Oak Investment Advisors Inc. 0.02% Reduce -50.0% 345 $20K
Country Trust Bank 0.00% New 337 $20K
WR Wealth Planners, LLC 0.01% Reduce -12.2% 332 $19K
Amundi 0.00% No change 320 $19K
Signature Resources Capital Management, LLC 0.02% Add +400.0% 315 $18K
Unique Wealth Strategies, LLC 0.01% New 265 $16K
Financial Network Wealth Advisors LLC 0.01% New 265 $16K
Laffer Tengler Investments, Inc. 0.00% No change 255 $15K
Kozak & Associates, Inc. 0.00% No change 255 $15K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 250 $15K
Studio Investment Management LLC 0.00% New 221 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 220 $13K
New Millennium Group LLC 0.01% New 213 $12K
Gleason Group, Inc. 0.00% New 211 $12K
PFS Partners, LLC 0.01% Add +0.5% 209 $12K
Grand Wealth Management, LLC 0.01% No change 180 $11K
ZynergyRetirementPlanningLLC 0.01% — 175 $10K
Covestor Ltd 0.01% Add +23.1% 149 $9K
Eagle Bay Advisors LLC 0.00% No change 130 $8K
Financial Management Professionals, Inc. 0.00% Reduce -82.5% 115 $7K
Pathway Financial Advisers, LLC 0.00% Add +0.8% 118 $7K
Game Plan Financial Advisors, LLC 0.00% Reduce -61.7% 90 $5K
Highline Wealth Partners LLC 0.00% No change 75 $4K
Tower View Wealth Management LLC 0.00% No change 73 $4K
Clarity Asset Management, Inc. 0.00% No change 72 $4K
Financial Freedom, LLC 0.00% No change 57 $3K
Aristotle Capital Boston, LLC 0.00% Reduce -25.0% 57 $3K
Dogwood Wealth Management LLC 0.00% New 20 $1K
Slocum, Gordon & Co LLP 0.00% New 19 $1K
AlphaMark Advisors, LLC 0.00% New 16 $1K
Gould Capital, LLC 0.00% New 16 $936
Breakwater Investment Management 0.00% No change 15 $878
Bruce G. Allen Investments, LLC 0.00% New 10 $585
Naples Money Management LLC 0.00% No change 10 $580
McClarren Financial Advisors, Inc. 0.00% Reduce -92.6% 175 $108
Institutional & Family Asset Management, LLC 0.00% New 1 $68
Bare Financial Services, Inc 0.00% New 1 $53

"% 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.