iShares Core S&P Midcap ETFIJHETF

13F holders, Q1 2025 (March 31)
2,425holders −41
90new positions
122sold out
7famous investors
$58.32avg. 13F price*

At the end of Q1 2025, 2,425 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, down 41 from Q4 2024. 90 opened new positions and 122 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.7B), Bank of America Corp. ($4.1B) and Bank of New York Mellon Corp ($3.5B). 7 famous investors held it, including Jeff Smith (3.8% of Starboard Value's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions90$315.0M
Exits122$474.8M

All 13F filers, Q4 2024 → Q1 2025: 81,525,804 shares bought and 62,924,763 shares sold, net +18,601,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,425 holders

Northwestern Mutual Wealth Management Co. 5.44% Add +3.1% 114,080,884 $6.7B
Bank of America Corp. 0.36% Add +2.5% 69,457,308 $4.1B
Bank of New York Mellon Corp 0.69% Add +14.3% 59,401,100 $3.5B
Wells Fargo & Company 0.71% Reduce -2.0% 50,210,591 $2.9B
FMR LLC 0.15% Reduce -10.6% 40,901,394 $2.4B
Raymond James Financial Inc. 0.83% Add +5.6% 37,597,337 $2.2B
Morgan Stanley 0.15% Add +2.6% 36,920,356 $2.2B
Envestnet Asset Management Inc. 0.64% Add +19.9% 34,056,217 $2.0B
JPMorgan Chase & Co. 0.13% Reduce -22.5% 30,189,392 $1.8B
LPL Financial LLC 0.57% Reduce -41.0% 25,091,712 $1.5B
BlackRock, Inc. 0.03% Add +0.5% 24,784,398 $1.4B
UBS Group AG 0.30% Reduce -2.7% 23,107,496 $1.3B
Royal Bank of Canada 0.30% Reduce -10.4% 23,049,016 $1.3B
Northern Trust Corp. 0.20% Add +7.5% 22,885,189 $1.3B
Goldman Sachs Group Inc. 0.20% Add +3.3% 17,981,529 $1.0B
First Command Advisory Services, Inc. 8.93% Add +39.7% 15,161,869 $932.4M
PNC Financial Services Group, Inc. 0.48% Reduce -4.9% 15,779,484 $920.7M
Wealthspire Advisors, LLC 5.40% Add +103.5% 15,480,038 $903.3M
Mariner, LLC 1.33% Add +6.7% 13,678,865 $798.1M
Acorns Advisers, LLC 6.26% Add +4.3% 11,183,633 $652.6M
Northwestern Mutual Investment Management Company, LLC 9.37% Add +106.8% 10,117,261 $590.3M
Truist Financial Corp. 0.94% Add +7.4% 10,031,573 $585.3M
Keybank National Association 2.13% Reduce -1.3% 9,118,210 $532.0M
Millburn Ridgefield LLC 12.63% Add +10.5% 8,932,011 $521.2M
Catalyst Capital Advisors LLC 10.67% Add +10.5% 8,932,011 $521.2M
Ameriprise Financial Inc. 0.14% Reduce -4.6% 8,560,743 $499.5M
Financial Engines Advisors L.L.C. 1.02% Reduce -1.7% 8,142,411 $475.1M
HighTower Advisors, LLC 0.59% Add +0.8% 7,383,609 $430.8M
Regions Financial Corp. 3.15% Add +1.1% 7,252,805 $423.2M
Pathstone Holdings, LLC 1.77% Reduce -0.1% 6,992,605 $408.0M
Commonwealth Equity Services, LLC 0.55% Add +6.3% 6,630,700 $386.9M
Bank of Montreal 0.20% Add +0.2% 6,346,227 $370.3M
AlTi Global, Inc. 9.56% Reduce -5.9% 6,249,246 $364.6M
Alesco Advisors, LLC, An ESL Co 9.61% Reduce -0.3% 5,244,947 $306.0M
US Bancorp \de 0.40% Add +3.8% 5,098,891 $297.5M
Creative Planning 0.27% Add +1.2% 5,002,993 $291.9M
Corient Private Wealth LP 0.47% Add +104.3% 4,919,285 $287.0M
MAI Capital Management 2.16% Add +4.7% 4,882,549 $284.9M
Fifth Third Bancorp 1.08% Reduce -1.7% 4,858,784 $283.5M
Bridges Investment Management Inc. 3.83% Add +5.5% 4,546,151 $265.3M
Jones Financial Companies LLLP 0.24% Add +25.8% 4,525,078 $263.6M
Cerity Partners LLC 0.54% Add +13.5% 4,492,848 $262.2M
Cresset Asset Management, LLC 1.30% Add +20.8% 4,451,756 $259.8M
Circle Wealth Management, LLC 5.75% Reduce -0.9% 4,251,767 $248.1M
&partners 2.61% Add +24.0% 4,205,756 $245.8M
Municipal Employees' Retirement System of Michigan 2.69% Add +81.8% 3,645,909 $212.7M
Starboard Value 3.79% Reduce -10.1% 3,564,875 $208.0M
Valeo Financial Advisors, LLC 5.65% Add +10.6% 3,471,900 $202.3M
Baird Financial Group, Inc. 0.38% Reduce -0.2% 3,387,020 $197.6M
Franklin Resources Inc. 0.06% Add +0.7% 3,270,124 $190.8M
MML Investors Services, LLC 0.63% Add +12.1% 3,245,957 $189.4M
Citizens Financial Group Inc. 3.67% Add +3.7% 3,184,865 $185.8M
Davis R M Inc. 3.69% Add +2.5% 3,159,974 $184.4M
Comerica Bank 0.70% Reduce -0.5% 2,862,493 $167.0M
Constellation Investments, Inc. 7.71% Add +79.6% 2,782,000 $162.3M
First Financial Bankshares Inc 3.37% Add +1.5% 2,676,577 $156.2M
Accredited Investors Inc. 9.68% Reduce -0.2% 2,671,642 $155.9M
Cetera Investment Advisers 0.30% Add +3.8% 2,666,377 $155.6M
Flputnam Investment Management Co. 2.84% Reduce -1.4% 2,596,666 $151.5M
Haverford Trust Co 1.50% Add +0.7% 2,556,279 $149.2M
FIL Ltd 0.14% Reduce -9.4% 2,542,130 $148.3M
Stifel Financial Corp. 0.16% Reduce -1.5% 2,515,269 $146.8M
Sandy Spring Bank 6.09% Add +1.3% 2,482,907 $144.9M
Osaic Holdings, Inc. 0.32% Add +12.1% 2,459,692 $143.5M
Rockefeller Capital Management L.P. 0.34% Add +2.3% 2,329,982 $136.0M
Members Trust Co 4.63% Add +0.2% 2,278,986 $133.0M
Greenleaf Trust 1.21% Reduce -2.4% 2,272,799 $132.6M
UMB Bank, n.a. 2.17% Reduce -3.4% 2,257,242 $131.7M
Sand Hill Global Advisors, LLC 5.42% Add +2.5% 2,253,629 $131.5M
Connecticut Wealth Management, LLC 6.85% Add +9.5% 2,240,575 $130.7M
Alaska Permanent Capital Management, LLC 11.00% Reduce -2.9% 2,238,001 $130.5M
Captrust Financial Advisors 0.33% Add +34.7% 2,223,498 $129.7M
BLB&B Advisors, LLC 6.50% Add +4.3% 2,189,702 $127.8M
Bokf, NA 2.13% Reduce -0.3% 2,068,072 $120.7M
Sigma Investment Counselors Inc. 7.12% Reduce -2.7% 1,996,043 $116.5M
Cahaba Wealth Management, Inc. 9.16% Add +2.6% 1,897,636 $110.7M
Fiduciary Trust Co 1.45% Add +1.8% 1,895,732 $110.6M
Voya Investment Management LLC 0.14% Add +67.3% 1,775,949 $103.6M
Whittier Trust Co. 1.41% Add +1.7% 1,738,884 $101.4M
Hamilton Capital, LLC 6.12% Add +13300.9% 1,732,602 $101.1M
Focus Partners Wealth 0.25% Add +8.6% 1,710,588 $99.8M
Wealth Enhancement Advisory Services, LLC 0.19% Reduce -4.4% 1,665,942 $97.2M
Steward Partners Investment Advisory, LLC 0.85% Add +3.2% 1,647,131 $96.1M
Badgley Phelps Wealth Managers, LLC 2.31% Add +3.4% 1,641,452 $95.8M
M&T Bank Corp 0.34% Add +3.0% 1,604,635 $93.6M
Farmers & Merchants Investments Inc. 2.96% Add +4.0% 1,595,279 $93.1M
Acropolis Investment Management, LLC 5.51% Add +1.0% 1,591,955 $92.9M
Linscomb Wealth, Inc. 4.54% Reduce -0.2% 1,560,787 $91.1M
Ensign Peak Advisors, Inc 0.17% Add +10.0% 1,556,031 $90.8M
State Street Corp. 0.00% Add +17.6% 1,502,441 $87.7M
First Interstate Bank 5.15% Add +0.7% 1,479,545 $86.3M
Temasek Holdings (Private) Ltd 0.35% New 1,472,640 $85.9M
Lutz Financial Services LLC 6.97% Add +0.9% 1,458,552 $85.1M
Bessemer Group Inc. 0.15% Reduce -2.3% 1,452,416 $84.7M
Klingman & Associates, LLC 5.12% Add +3.6% 1,432,678 $83.6M
BOK Financial Private Wealth, Inc. 6.03% Add +2.8% 1,375,706 $80.3M
Chandler Asset Management, Inc. 15.13% Add +10.2% 1,375,303 $80.2M
Blair William & Co. 0.24% Add +103.7% 1,373,121 $80.1M
State of Michigan Retirement System 0.46% Reduce -33.7% 1,361,710 $79.5M
Legacy Wealth Management, LLC 5.23% Reduce -1.1% 1,345,242 $78.5M
Sage Financial Group Inc. 6.23% Add +3.2% 1,321,033 $77.1M
Janney Montgomery Scott LLC 0.22% Add +3.8% 1,320,818 $77.1M
RMR Wealth Builders 8.08% Add +8.2% 1,315,097 $76.7M
Full Sail Capital, LLC 4.84% Reduce -1.0% 1,283,100 $74.9M
Lee Financial Co 11.36% Reduce -0.9% 1,274,772 $74.4M
Ally Invest Advisors Inc. 6.34% Add +1.5% 1,268,301 $74.0M
RKL Wealth Management LLC 6.83% Add +7.1% 1,242,930 $72.5M
Planning Alternatives Ltd. 11.09% Add +4.1% 1,239,165 $72.3M
Tiaa Trust, National Association 0.22% Add +1.0% 1,209,873 $70.6M
Equitable Holdings, Inc. 0.64% Reduce -1.9% 1,163,540 $67.9M
Leonard Rickey Investment Advisors P.L.L.C. 14.61% Add +1.4% 1,230,689 $67.8M
Goelzer Investment Management, Inc. 3.89% Add +1.6% 1,151,952 $67.2M
Mesirow Financial Investment Management, Inc. 1.29% Add +137.4% 1,141,072 $66.6M
Ballentine Partners, LLC 1.15% Reduce -0.9% 1,133,905 $66.2M
Vicus Capital 6.14% Reduce -12.0% 1,130,641 $66.0M
Harbour Investments, Inc. 1.87% Add +3.1% 1,123,512 $65.6M
Moneta Group Investment Advisors LLC 0.90% Add +2.1% 1,122,054 $65.5M
Tarbox Family Office, Inc. 10.84% Reduce -0.9% 1,117,693 $65.2M
Stratos Wealth Partners, LTD. 1.00% Reduce -0.6% 1,106,990 $64.6M
Cape Cod Five Cents Savings Bank 5.90% No change 1,033,266 $64.4M
Cambridge Investment Research Advisors, Inc. 0.22% Add +3.7% 1,095,079 $63.9M
Alliancebernstein L.P. 0.02% Add +4.6% 1,082,154 $63.1M
Coldstream Capital Management Inc. 1.33% Add +262.2% 1,070,479 $62.5M
DT Investment Partners, LLC 5.92% Reduce -7.8% 1,051,981 $61.4M
Alaska Wealth Advisors, LLC 9.58% Add +8.6% 1,048,052 $61.2M
LVZ, Inc. 8.01% Reduce -2.1% 1,046,540 $61.1M
Bank of Nova Scotia 0.14% No change 1,043,500 $60.9M
Horizon Investments, LLC 1.80% Add +8.2% 1,032,772 $60.3M
Arkansas Financial Group, Inc. 10.28% Add +0.6% 1,107,891 $59.5M
Private Advisor Group, LLC 0.36% Reduce -7.7% 1,008,552 $58.8M
Cwm, LLC 0.23% Add +5.4% 1,007,714 $58.8M
Destination Wealth Management 1.85% Add +1.2% 1,006,223 $58.7M
Whittier Trust Co. of Nevada Inc. 1.46% Reduce -0.1% 989,127 $57.7M
Clearstead Advisors, LLC 0.90% Add +2.4% 986,347 $57.6M
First Horizon Advisors, Inc. 1.60% Reduce -1.8% 974,097 $56.8M
Bangor Savings Bank 5.36% Add +2.2% 973,741 $56.8M
MCF Advisors LLC 4.08% Add +2.8% 972,377 $56.7M
Fifth Third Wealth Advisors LLC 2.90% Add +8.8% 960,825 $56.1M
Kestra Advisory Services, LLC 0.27% Reduce -30.2% 953,012 $55.6M
Mercer Global Advisors Inc. 0.12% Add +5.7% 931,985 $54.4M
Valmark Advisers, Inc. 0.82% Reduce -0.4% 930,610 $54.3M
Waverly Advisors, LLC 0.64% Add +17.4% 902,562 $52.7M
Chicago Partners Investment Group LLC 1.75% Add +3.2% 902,019 $52.5M
Avidian Wealth Enterprises, LLC 2.32% Reduce -18.9% 891,771 $52.0M
Pine Ridge Advisers LLC 4.45% Add +0.7% 891,140 $52.0M
Litman Gregory Wealth Management LLC 4.36% New 870,956 $50.8M
Arrow Financial Corp 5.65% Reduce -0.0% 866,247 $50.5M
CKW Financial Group 6.23% Add +4.2% 850,083 $49.9M
TD Asset Management Inc 0.05% Reduce -58.5% 852,868 $49.8M
Crewe Advisors LLC 6.97% Add +4.4% 850,319 $49.6M
Modera Wealth Management, LLC 0.67% Reduce -3.5% 849,733 $49.6M
West Paces Advisors Inc. 11.25% Add +1.9% 846,561 $49.4M
MassMutual Private Wealth & Trust, FSB 1.40% Reduce -3.1% 827,556 $48.3M
SCS Capital Management LLC 0.61% Add +24639.6% 816,408 $47.6M
Private Wealth Asset Management, LLC 6.83% — 814,266 $47.5M
CW Advisors, LLC 0.56% Add +2.1% 801,253 $46.8M
HSBC Holdings PLC 0.03% Add +2.7% 796,784 $46.5M
JNBA Financial Advisors 4.81% Add +3.0% 794,715 $46.4M
First Business Financial Services, Inc. 4.55% Add +5.1% 793,501 $46.3M
Phillips Financial Management, LLC 3.56% Reduce -5.3% 789,327 $46.1M
Marcum Wealth, LLC 3.97% Add +3.3% 785,794 $45.9M
Truefg, LLC 15.04% Add +4.3% 782,994 $45.7M
Magnus Financial Group LLC 4.39% Add +4.0% 774,389 $45.2M
MBL Wealth, LLC 4.57% Add +2.3% 773,320 $45.1M
American Trust 11.00% Add +2.3% 764,679 $44.6M
Axxcess Wealth Management, LLC 1.22% Add +1.0% 763,901 $44.6M
Grove Bank & Trust 5.92% Add +0.7% 759,661 $44.3M
MainStreet Investment Advisors LLC 6.45% Reduce -3.0% 759,194 $44.3M
Retirement Income Solutions, Inc. 9.21% Reduce -13.8% 754,344 $44.0M
RTD Financial Advisors, Inc. 5.89% Add +2.7% 750,916 $43.8M
Journey Advisory Group, LLC 3.53% Reduce -1.2% 737,681 $43.0M
Quadrant Capital Group LLC 1.59% Reduce -4.8% 732,678 $42.8M
Wealthquest Corp 3.55% Add +3.9% 728,070 $42.5M
Bank of Stockton 13.50% Reduce -3.2% 726,240 $42.4M
Ameritas Advisory Services, LLC 1.69% Reduce -5.3% 695,984 $41.8M
Trilogy Capital Inc. 2.19% Add +102.4% 714,918 $41.7M
Single Point Partners, LLC 9.68% Add +2.2% 706,625 $41.2M
Portland Global Advisors LLC 5.19% Add +3.2% 705,870 $41.2M
Capital Asset Advisory Services LLC 2.08% Add +1.9% 684,409 $40.8M
JFS Wealth Advisors, LLC 2.76% Reduce -0.1% 698,268 $40.7M
Apollon Wealth Management, LLC 0.88% Add +22.6% 689,065 $40.2M
Resonant Capital Advisors, LLC 2.80% Add +3.5% 689,009 $40.2M
Chesley Taft & Associates LLC 1.94% Add +0.7% 687,424 $40.1M
Hancock Whitney Corp. 1.31% Add +20.6% 685,682 $40.0M
Graypoint LLC 2.48% Add +6.5% 680,868 $39.7M
NorthCoast Asset Management LLC 0.20% Add +3.2% 679,451 $39.6M
Evermay Wealth Management LLC 5.20% Reduce -1.9% 678,502 $39.6M
Atria Wealth Solutions, Inc. 0.47% Reduce -0.8% 674,437 $39.4M
Intrust Bank NA 3.84% Add +7.0% 664,857 $38.8M
Fiera Capital Corp 0.14% Reduce -4.2% 664,589 $38.8M
BNP Paribas Financial Markets 0.03% Reduce -55.8% 663,161 $38.7M
Bell Bank 2.09% New 662,366 $38.6M
Fulton Breakefield Broenniman LLC 2.79% Add +6.0% 662,361 $38.6M
Bartlett & Co. Wealth Management LLC 0.56% Add +7.5% 654,930 $38.2M
Nadler Financial Group, Inc. 4.23% Add +0.2% 654,879 $38.2M
Avantax Advisory Services, Inc. 0.23% Add +3.4% 642,433 $37.5M
FORM Wealth Advisors, LLC 5.06% — 638,284 $37.2M
New England Professional Planning Group Inc. 18.47% Add +3.1% 635,682 $37.1M
Summit Financial Strategies, Inc. 3.72% Add +4.0% 631,687 $36.9M
Envestnet Portfolio Solutions, Inc. 0.14% Add +1.7% 628,288 $36.7M
Sax Wealth Advisors, LLC 2.62% Add +0.8% 626,309 $36.5M
Lazard Asset Management LLC 0.06% Reduce -1.2% 621,233 $36.2M
Oppenheimer & Co. Inc. 0.54% Add +11.7% 617,043 $36.0M
Lowe Brockenbrough & Co. Inc. 2.36% Reduce -2.0% 614,400 $35.9M
ESL Trust Services, LLC 8.08% Add +0.2% 613,911 $35.8M
Thrivent Financial for Lutherans 0.08% Add +2.7% 586,193 $35.6M
Johnson Investment Counsel Inc. 0.34% Reduce -0.9% 606,371 $35.4M
Voya Financial Advisors, Inc. 3.88% Reduce -8.5% 603,680 $35.1M
Cim Investment Management Inc. 8.00% Add +100.8% 580,661 $35.0M
Westwood Holdings Group Inc. 0.26% Add +30.1% 590,405 $34.5M
Allworth Financial LP 0.19% Add +14.6% 601,273 $34.2M
Beaumont Financial Advisors, LLC 2.66% Add +0.9% 581,219 $33.9M
Natixis Advisors, LLC 0.06% Add +7.2% 577,020 $33.7M
FineMark National Bank & Trust 1.22% Reduce -6.4% 573,885 $33.5M
Integrated Wealth Concepts LLC 0.39% Reduce -45.0% 572,380 $33.4M
CJM Wealth Advisers, Ltd. 11.68% Add +1.3% 566,801 $33.1M
RiverFront Investment Group, LLC 0.73% Add +26.5% 563,444 $32.9M
Citigroup Inc. 0.02% Add +1.8% 558,845 $32.6M
NewSquare Capital LLC 2.66% Add +3.5% 558,637 $32.6M
Diversified Trust Co. 0.80% Add +0.0% 553,002 $32.3M
Hudock, Inc. 5.53% Add +0.0% 542,354 $31.6M
Barclays PLC 0.01% Add +12883.1% 527,763 $30.8M
Greenwood Gearhart LLC 2.11% Add +13.7% 522,791 $30.5M
Capital Investment Advisors, LLC 0.60% Add +1.1% 522,105 $30.5M
Forvis Mazars Wealth Advisors, LLC 0.73% Reduce -2.5% 518,795 $30.3M
Callan Family Office, LLC 2.25% Add +8.1% 514,454 $30.0M
Sequoia Financial Advisors, LLC 0.23% Add +159.6% 514,278 $30.0M
United Capital Financial Advisors, LLC 0.26% Reduce -0.0% 511,601 $29.9M
Old Second National Bank of Aurora 7.01% Reduce -2.0% 510,119 $29.8M
Financial Counselors Inc. 0.45% Reduce -1.0% 509,064 $29.7M
D.A. Davidson & Co. 0.24% Add +4.3% 503,638 $29.4M
Human Investing LLC 5.14% Add +4.3% 500,277 $29.2M
Bristlecone Advisors, LLC 2.36% Add +0.5% 494,031 $28.8M
Scotia Capital Inc. 0.15% Add +135.6% 490,836 $28.6M
Graves Light Lenhart Wealth, Inc. 3.51% Add +1.8% 490,165 $28.6M
Wilmington Savings Fund Society, FSB 0.53% Reduce -1.0% 485,802 $28.3M
Ritter Daniher Financial Advisory LLC / DE 7.71% Add +3.3% 484,735 $28.3M
Bar Harbor Wealth Management 1.85% Add +1.3% 477,896 $27.9M
Choreo, LLC 0.43% Reduce -11.0% 476,738 $27.8M
Sagespring Wealth Partners, LLC 0.70% Reduce -34.8% 475,403 $27.7M
CIBC Private Wealth Group LLC 0.06% Add +0.3% 538,456 $27.5M
Shoker Investment Counsel, Inc. 9.29% Add +0.6% 471,416 $27.5M
Urban Financial Advisory Corp 15.14% Reduce -2.5% 469,637 $27.4M
Zions Bancorporation, National Association 1.73% — 469,306 $27.4M
YHB Investment Advisors, Inc. 2.28% Add +0.6% 468,500 $27.3M
Macquarie Group Ltd. 0.03% Reduce -33.8% 466,001 $27.2M
Ashton Thomas Private Wealth, LLC 1.02% Add +1.8% 457,822 $26.7M
Savant Capital, LLC 0.23% Reduce -1.1% 456,059 $26.6M
Courier Capital LLC 1.73% Add +25.8% 453,027 $26.4M
Titleist Asset Management, LLC 3.00% Add +52.9% 442,257 $25.8M
Nations Financial Group Inc, /Ia/ 1.95% Add +0.4% 438,409 $25.6M
Bailard, Inc. 0.65% Add +5.4% 434,628 $25.4M
Arcataur Capital Management LLC 8.54% Add +6.2% 429,243 $25.0M
Verde Capital Management 7.12% Add +4.1% 428,794 $25.0M
Advisory Services Network, LLC 0.48% Add +2.9% 428,347 $25.0M
Catalyst Financial Partners LLC 4.58% Add +3.9% 426,653 $24.9M
Randolph Co Inc 2.89% Reduce -1.1% 423,293 $24.7M
Alps Advisors Inc. 0.14% Add +0.7% 423,262 $24.7M
New York Life Investment Management LLC 0.25% Reduce -12.9% 420,079 $24.5M
Wealth Advisory Solutions, LLC 6.45% Reduce -4.4% 417,900 $24.4M
NewEdge Advisors, LLC 0.14% Reduce -4.4% 417,503 $24.4M
Dupont Capital Management Corp. 2.69% Add +7.4% 416,055 $24.3M
BlueStem Wealth Partners, LLC 3.30% Reduce -49.7% 414,318 $24.2M
Serenus Wealth Advisors, LLC 4.01% Reduce -2.9% 414,254 $24.2M
Brand Asset Management Group, Inc. 10.03% Add +1.9% 411,957 $24.0M
West Financial Advisors, LLC 4.47% Add +3.0% 403,084 $23.5M
LGL Partners, LLC 11.31% Add +1.0% 401,718 $23.4M
Kanawha Capital Management LLC 1.80% Reduce -0.6% 398,103 $23.2M
Investments & Financial Planning, LLC 15.04% Reduce 0.0% 396,879 $23.2M
Fort Washington Investment Advisors Inc. 0.14% Reduce -6.7% 394,253 $23.0M
Lido Advisors, LLC 0.14% Reduce -3.0% 393,098 $22.9M
Mullooly Asset Management, Inc. 10.40% — 392,814 $22.9M
Summit Financial, LLC 0.64% Add +99.2% 391,386 $22.8M
OneDigital Investment Advisors LLC 0.27% Reduce -0.3% 390,487 $22.8M
Journey Strategic Wealth LLC 0.79% Add +23.5% 389,152 $22.7M
Beacon Pointe Advisors, LLC 0.26% Reduce -2.0% 388,920 $22.7M
Baron Silver Stevens Financial Advisors, LLC 3.96% Reduce -2.8% 388,240 $22.7M
Bryant Woods Investment Advisors, LLC 10.85% Reduce -0.6% 386,706 $22.6M
Salomon & Ludwin, LLC 2.40% Reduce -1.9% 385,807 $22.5M
King Wealth Management Group 3.41% Add +1.1% 385,488 $22.5M
VestGen Advisors, LLC 1.01% — 379,536 $22.1M
Concurrent Investment Advisors, LLC 0.54% Reduce -7.5% 378,527 $22.1M
Iowa State Bank 4.66% Add +4.5% 376,359 $22.0M
TD Private Client Wealth LLC 0.60% Reduce -3.2% 375,378 $21.9M
Twele Capital Management, Inc. 4.64% Add +7.7% 375,184 $21.9M
Gladstone Institutional Advisory LLC 1.00% Add +13.1% 367,244 $21.4M
Wealthspire Retirement, LLC 1.69% Add +24.8% 365,071 $21.3M
Johnson Financial Group, Inc. 1.04% Add +5.6% 362,897 $21.2M
Sanctuary Advisors, LLC 0.15% Add +15.5% 362,653 $21.2M
Horan Capital Advisors, LLC. 7.13% Add +1.0% 362,514 $21.2M
Harbor Group, Inc. 4.23% Reduce -24.6% 362,443 $21.1M
Anb Bank 9.44% Add +4.5% 362,070 $21.1M
McKinley Carter Wealth Services, Inc. 1.30% Add +30.3% 361,468 $21.1M
Argent Trust Co 0.87% Add +0.1% 361,394 $21.1M
Kestra Private Wealth Services, LLC 0.35% Add +2.9% 359,649 $21.0M
Sigma Planning Corp 0.67% Reduce -5.1% 359,567 $21.0M
Drake & Associates, LLC 5.81% Add +3.4% 354,075 $20.7M
Glenview Trust Co 0.40% Add +1.1% 353,010 $20.6M
Horan Securities, Inc. 7.79% Add +3.0% 353,007 $20.6M
Altus Wealth Management, LLC 9.54% Reduce -0.3% 349,318 $20.4M
London Co. of Virginia 0.12% Reduce -15.4% 349,141 $20.4M
Coastline Trust Co 2.53% Add +1.1% 348,418 $20.3M
Stockman Wealth Management, Inc. 3.00% Add +1896.5% 347,537 $20.3M
Atlantic Edge Private Wealth Management, LLC 6.19% Add +8.5% 347,372 $20.3M
Nan Fung Trinity (hk) Ltd. 3.20% New 346,300 $20.2M
Texas Capital Bank Wealth Management Services Inc 2.03% Add +38.1% 344,563 $20.1M
jvl associates llc 8.05% Reduce -1.0% 342,015 $20.0M
Tompkins Financial Corp. 1.90% Add +0.3% 340,432 $19.9M
Enterprise Bank & Trust Co 7.67% Reduce -7.8% 340,382 $19.9M
Proathlete Wealth Management LLC 7.24% Add +6.3% 340,235 $19.9M
Trust Co. of Vermont 0.99% Add +8.2% 339,017 $19.8M
Alpine Bank Wealth Management 3.17% — 338,182 $19.7M
Pinnacle Associates Ltd. 0.29% Add +5.7% 335,574 $19.6M
Financial Management Network Inc. 4.36% Add +13.3% 370,389 $19.4M
Conning Inc. 0.71% No change 330,740 $19.3M
Montag A & Associates Inc. 0.97% Reduce -2.4% 330,201 $19.3M
Perigon Wealth Management, LLC 0.49% Reduce -26.6% 328,480 $19.2M
Pinnacle Financial Partners Inc 0.38% Add +6.3% 324,456 $19.0M
Professional Advisory Services Inc. 2.38% Add +2.8% 323,999 $18.9M
Per Stirling Capital Management, LLC. 2.71% Reduce -2.0% 323,251 $18.9M
Lockheed Martin Investment Management Co. 0.76% No change 321,150 $18.7M
CFS Investment Advisory Services, LLC 1.66% Add +0.5% 320,078 $18.7M
Peninsula Asset Management Inc. 10.36% Reduce -2.2% 319,885 $18.7M
Madison Asset Management, LLC 0.21% Reduce -7.1% 319,386 $18.6M
Glenmede Trust Co. NA 0.10% Reduce -6.9% 318,534 $18.6M
Principal Financial Group Inc. 0.01% Add +11.4% 317,176 $18.5M
Arkos Global Advisors 2.68% Reduce -1.8% 312,401 $18.2M
Allspring Global Investments Holdings, LLC 0.03% Add +0.3% 310,129 $18.2M
Valley Forge Investment Consultants Inc. Adv 6.47% Add +0.7% 311,741 $18.2M
EP Wealth Advisors, LLC 0.14% Reduce -1.1% 309,728 $18.1M
Dynamic Advisor Solutions LLC 0.59% Add +4.5% 308,833 $18.0M
DHJJ Financial Advisors, Ltd. 7.18% Reduce -1.1% 305,599 $17.8M
Greenup Street Wealth Management LLC 3.52% Add +8.3% 304,650 $17.8M
PKS Advisory Services, LLC 4.86% Add +3.3% 304,151 $17.7M
Ironwood Financial, llc 3.79% Add +2.3% 302,884 $17.7M
Smithfield Trust Co 0.88% Add +3.8% 302,188 $17.6M
Harbour Trust & Investment Management Co 2.13% Add +3.4% 300,852 $17.6M
Marietta Wealth Management, LLC 2.57% Add +1.6% 299,576 $17.5M
Lynch & Associates 3.77% Add +1.2% 298,852 $17.4M
Pinnacle Wealth Management Advisory Group, LLC 1.62% Add +6.2% 297,644 $17.4M
Caliber Wealth Management, LLC / KS 2.36% — 296,975 $17.3M
Soltis Investment Advisors LLC 1.55% Reduce -4.9% 296,947 $17.3M
Whitcomb & Hess, Inc. 5.19% Add +1.1% 294,033 $17.2M
Nottingham Advisors, Inc. 2.62% Reduce -26.0% 293,632 $17.1M
Orin Green Financial, LLC 8.05% New 318,498 $17.1M
Centerpoint Advisors, LLC 6.27% Add +8.1% 290,657 $17.0M
Citizens & Northern Corp. 4.78% Add +16.3% 290,628 $17.0M
Crescent Grove Advisors, LLC 1.76% Add +0.4% 289,121 $16.9M
Trifecta Capital Advisors, LLC 3.53% Add +1.7% 289,013 $16.9M
Simmons Bank 1.27% Reduce -5.0% 288,590 $16.8M
First National Trust Co 0.68% Reduce -7.3% 287,758 $16.8M
Leavell Investment Management, Inc. 0.83% Reduce -1.5% 287,251 $16.8M
Brown Advisory Inc. 0.02% Add +35.9% 285,424 $16.7M
Independent Financial Group, LLC 0.57% Reduce -2.3% 283,145 $16.5M
Artemis Wealth Advisors, LLC 2.97% New 282,963 $16.5M
Newton One Investments LLC 5.86% Add +1.2% 280,857 $16.4M
TRUE Private Wealth Advisors 1.98% Reduce -38.4% 279,956 $16.3M
Atlanta Consulting Group Advisors, LLC 4.77% Add +38.9% 279,758 $16.3M
PACK Private Wealth, LLC 9.63% Reduce -0.1% 277,476 $16.2M
Cantor Fitzgerald Investment Advisors L.P. 1.18% Reduce -2.4% 277,265 $16.2M
First Nebraska Trust Co 1.59% Add +4.2% 275,999 $16.1M
Burns J W & Co. Inc. 2.09% Add +2.7% 275,747 $16.1M
Financial Advocates Investment Management 1.13% Reduce -30.9% 275,656 $16.1M
Brown Brothers Harriman & Co. 0.11% Reduce -7.7% 274,536 $16.0M
Instrumental Wealth, LLC 14.42% Add +28.8% 281,308 $15.9M
Marino, Stram & Associates LLC 3.53% Add +2.0% 272,272 $15.9M
49 Wealth Management, LLC 1.91% Add +3156.5% 271,495 $15.8M
Avondale Wealth Management 9.95% Add +6.2% 270,871 $15.8M
1ST Source Bank 0.93% Add +6.8% 270,166 $15.8M
Asset Management Group, Inc. 2.90% Add +6.8% 268,929 $15.7M
Holland Advisory Services, Inc. 23.67% Add +26.7% 267,450 $15.6M
Cambridge Advisors Inc. 3.41% Add +0.1% 266,940 $15.6M
Turtle Creek Wealth Advisors, LLC 2.30% Add +16.3% 264,587 $15.4M
Cape Ann Savings Bank 9.68% Reduce -3.1% 264,467 $15.4M
FSM Wealth Advisors, LLC 3.45% Add +3.8% 262,617 $15.3M
Lodestar Private Asset Management LLC 1.91% Add +3.0% 260,433 $15.2M
Acima Private Wealth, LLC 5.43% Reduce -11.9% 259,425 $15.1M
Evernest Financial Advisors, LLC 5.39% Add +0.4% 257,227 $15.0M
CBM Financial, LLC 12.15% — 244,315 $14.9M
Integrated Advisors Network LLC 0.75% Reduce -51.6% 254,721 $14.9M
Kelman-Lazarov, Inc. 2.69% Add +1.6% 254,011 $14.8M
IronBridge Private Wealth, LLC 5.81% Add +9.1% 252,644 $14.7M
Prime Capital Investment Advisors, LLC 0.17% Add +73.6% 251,059 $14.6M
Guidance Point Advisors, LLC 4.32% Add +2.1% 250,594 $14.6M
Clarity Wealth Advisors, LLC 4.04% Add +1.9% 249,670 $14.6M
Tower Wealth Partners, Inc. 7.77% Add +0.5% 249,159 $14.5M
Park Avenue Securities LLC 0.18% Add +9.3% 247,838 $14.5M
Squarepoint Ops LLC 0.04% New 247,529 $14.4M
Smith, Moore & Co. 1.33% Add +4.5% 246,332 $14.4M
Platt Investment Counsel, LLC 14.18% Add +4.5% 246,319 $14.4M
WASHINGTON TRUST Co 0.55% Add +14.8% 246,242 $14.4M
Traynor Capital Management, Inc. 1.21% Reduce -5.6% 245,592 $14.3M
Common Fund for Nonprofit Organizations 1.59% Add +0.3% 244,811 $14.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +30.9% 244,774 $14.3M
Accretive Wealth Partners, LLC 5.04% Add +15.3% 245,582 $14.3M
BostonPremier Wealth LLC 8.77% Add +1.8% 242,141 $14.1M
Core Wealth Advisors, Inc. 4.49% Reduce -4.0% 241,974 $14.1M
Eley Financial Management, Inc 5.65% Add +2.7% 240,220 $14.1M
Vantage Financial Partners, LLC 3.47% Add +1.1% 239,044 $13.9M
Hubbell Strickland Wealth Management, LLC 6.59% Add +2.6% 238,704 $13.9M
Burkett Financial Services, LLC 5.67% Add +2.0% 238,525 $13.9M
Norris Perne & French LLP 1.05% Reduce -2.2% 238,272 $13.9M
Mechanics Financial Corp 6.31% Add +1.4% 238,210 $13.9M
AdvisorNet Financial, Inc 1.02% Add +13.2% 235,820 $13.8M
FFT Wealth Management LLC 2.86% Reduce -0.1% 234,044 $13.7M
PDS Planning, Inc 1.15% Add +5.3% 233,869 $13.6M
Southeast Asset Advisors, LLC 1.66% Add +270.5% 232,442 $13.6M
Freedom Investment Management, Inc. 1.14% Add +4.1% 232,246 $13.6M
Windsor Capital Management, LLC 4.14% Add +3.3% 231,210 $13.5M
Ironwood Wealth Management, LLC. 4.13% Add +3.5% 230,697 $13.5M
Pacific Center for Financial Services 3.56% Reduce -1.3% 230,180 $13.4M
Equitable Trust Co. 0.74% Add +3.0% 229,680 $13.4M
Galvin, Gaustad & Stein, LLC 1.21% Add +7.5% 227,876 $13.3M
Rhumbline Advisers 0.01% Add +43.5% 227,256 $13.3M
Apella Capital, LLC 0.45% Add +2958.7% 236,528 $13.2M
Winthrop Advisory Group LLC 1.59% Reduce -4.4% 226,381 $13.2M
CoreCap Advisors, LLC 0.58% Reduce -1.4% 226,220 $13.2M
Curi Capital, LLC 0.33% Reduce -32.8% 226,129 $13.2M
Robinswood Financial LLC 4.87% Add +1.1% 225,708 $13.2M
Armor Investment Advisors, LLC 5.41% Add +1.3% 224,161 $13.1M
Cibc World Market Inc. 0.03% Reduce -1.9% 223,410 $13.0M
Guardian Wealth Advisors, LLC 8.34% Add +9.8% 222,703 $13.0M
MKD Wealth Coaches, LLC 14.62% Add +3314.0% 221,466 $12.9M
Argent Advisors, Inc. 4.31% Reduce -2.6% 220,430 $12.9M
Colonial Trust Advisors 1.14% Add +1.5% 219,992 $12.8M
Centaurus Financial, Inc. 0.77% Add +3.4% 218,406 $12.7M
Consilio Wealth Advisors, LLC 5.29% Add +3.5% 216,883 $12.7M
LTG Capital LLC 11.54% Add +0.4% 216,859 $12.7M
Ancora Advisors LLC 0.28% Reduce -1.6% 216,185 $12.6M
Gallagher Capital Advisors, LLC 9.61% Reduce -0.5% 216,119 $12.6M
Beacon Financial Planning, Inc. 7.23% Reduce -1.6% 215,450 $12.6M
American Financial Advisors, LLC 1.82% Reduce -1.6% 215,443 $12.6M
Ameritas Investment Partners, Inc. 0.43% Add +7.8% 214,529 $12.5M
Robertson Stephens Wealth Management, LLC 0.47% Add +4.0% 213,886 $12.5M
River Street Advisors LLC 6.15% Add +4.4% 212,838 $12.4M
Western Wealth Management, LLC 0.82% Reduce -5.7% 212,821 $12.4M
Orion Porfolio Solutions, LLC 0.12% Reduce -12.2% 211,422 $12.3M
Orion Portfolio Solutions, LLC 0.12% Reduce -12.2% 211,422 $12.3M
Forbes J M & Co. LLP 1.19% Add +5.0% 210,797 $12.3M
Neumann Capital Management, LLC 4.25% Add +1.0% 210,656 $12.3M
Rwa Wealth Partners, LLC 0.15% Reduce -18.7% 209,867 $12.2M
First Bank & Trust 2.36% Add +13.3% 208,696 $12.2M
Pittenger & Anderson Inc. 0.45% Reduce -4.6% 208,149 $12.1M
Arkadios Wealth Advisors 0.46% Add +133.3% 207,903 $12.1M
Highview Capital Management LLC 5.07% Add +6.8% 207,723 $12.1M
Walkner Condon Financial Advisors LLC 2.44% Add +209.5% 206,887 $12.1M
IFG Advisory, LLC 0.67% Reduce -28.1% 205,886 $12.0M
SWS Partners 3.90% Reduce -0.1% 203,849 $11.9M
Petix & Botte Co 3.13% Reduce -13.4% 203,412 $11.9M
Meridian Wealth Management, LLC 0.57% Reduce -1.1% 201,708 $11.8M
Encompass Wealth Advisors, LLC 4.75% Add +3.3% 200,130 $11.7M
AAF Wealth Management, LLC 6.30% Reduce -31.3% 200,039 $11.7M
Spire Wealth Management 0.37% Reduce -16.6% 198,770 $11.6M
SageView Advisory Group, LLC 0.49% Add +39.3% 198,611 $11.6M
Coyle Financial Counsel LLC 3.54% Add +14.3% 198,593 $11.6M
Riverpoint Wealth Management Holdings, LLC 2.99% Add +2.2% 198,562 $11.6M
Capital Investment Counsel, LLC 1.91% Reduce -1.6% 197,821 $11.5M
Waldron Private Wealth LLC 0.54% Reduce -0.9% 197,518 $11.5M
Wealthcare Advisory Partners LLC 0.31% Add +1.7% 197,112 $11.5M
Simon Quick Advisors, LLC 0.65% Reduce -1.6% 197,010 $11.5M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -34.8% 196,427 $11.5M
Farther Finance Advisors, LLC 0.29% Add +50.0% 195,302 $11.5M
Little House Capital LLC 3.14% Add +30.4% 195,792 $11.4M
IFG Advisors, LLC 2.20% Add +16.1% 195,418 $11.4M
First Hawaiian Bank 1.66% Reduce -72.9% 194,779 $11.4M
GFS Advisors, LLC 2.25% Add +3.0% 192,247 $11.2M
Montecito Bank & Trust 1.98% Add +0.2% 191,689 $11.2M
May Hill Capital, LLC 4.20% Add +0.3% 190,954 $11.1M
Principal Securities, Inc. 0.25% No change 178,111 $11.1M
KFA Private Wealth Group, LLC 3.88% Add +56.5% 190,118 $11.1M
Hardy Reed LLC 0.98% Add +0.1% 189,796 $11.1M
Madison Wealth Partners, Inc 2.73% Add +1.5% 189,788 $11.1M
KMG Fiduciary Partners, LLC 0.92% Reduce -12.2% 189,743 $11.1M
Hopwood Financial Services, Inc. 8.49% Add +1.9% 188,496 $11.0M
Fairway Wealth LLC 4.05% Add +14.3% 187,702 $11.0M
Synovus Financial Corp. 0.14% Add +7.8% 186,625 $10.9M
AMG National Trust Bank 0.30% Reduce -2.9% 186,024 $10.9M
Pachira Investments Inc. 7.49% Add +2.0% 183,045 $10.7M
MTC Wealth Management LLC 5.21% Add +4.9% 181,853 $10.6M
LeConte Wealth Management, LLC 6.75% — 181,608 $10.6M
Parallel Advisors, LLC 0.24% Add +20.0% 181,273 $10.6M
Towercrest Capital Management 2.00% Reduce -26.3% 180,549 $10.5M
Mayflower Financial Advisors, LLC 1.60% Add +0.9% 180,236 $10.5M
Sterling Investment Counsel, LLC 3.60% Add +78.2% 180,114 $10.5M
First Western Trust Bank 0.50% Reduce -10.8% 179,845 $10.5M
Omega Financial Group, LLC 4.01% Add +1.4% 179,235 $10.5M
Advisors Capital Management, LLC 0.16% Reduce -22.4% 178,998 $10.4M
Naples Global Advisors, LLC 0.99% Add +0.9% 178,453 $10.4M
Choate Investment Advisors 0.26% Reduce -3.5% 178,360 $10.4M
Riggs Asset Managment Co. Inc. 2.97% Reduce -3.6% 178,014 $10.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.32% Add +3.2% 175,508 $10.2M
Commerce Bank 0.07% Add +2.1% 175,484 $10.2M
Affiance Financial, LLC 2.38% Reduce -4.6% 175,391 $10.2M
Vision Capital Management, Inc. 1.47% Reduce -1.5% 174,299 $10.2M
Global Wealth Management Investment Advisory, Inc. 2.03% Add +4.6% 173,905 $10.1M
1 North Wealth Services LLC 4.70% Add +13.3% 173,875 $10.1M
Partnership Wealth Management, LLC 8.56% Add +0.4% 172,798 $10.1M
Olympus Wealth Management, LLC 4.42% Add +39.3% 172,668 $10.1M
Arcus Capital Partners, LLC 4.04% Reduce -11.2% 172,529 $10.1M
Meridian Management Co. 3.12% Reduce -8.4% 172,395 $10.1M
Proffitt & Goodson Inc. 1.65% Add +4.3% 171,715 $10.0M
HB Wealth Management, LLC 0.08% Add +18.1% 171,638 $10.0M
Matrix Private Capital Group LLC 5.99% Reduce -0.4% 171,537 $10.0M
Greenberg Financial Group 4.17% — 147,995 $10.0M
Bremer Bank National Association 1.76% Add +4.6% 169,813 $9.9M
Campion Asset Management 7.63% Add +3.8% 169,058 $9.9M
Mason Street Advisors, LLC 1.25% Reduce -32.0% 168,800 $9.8M
Cahill Financial Advisors Inc. 1.34% Add +2.3% 168,783 $9.8M
Landing Point Financial Group, LLC 7.45% Reduce -13.5% 168,370 $9.8M
CX Institutional 0.37% Add +13.5% 167,962 $9.8M
Certified Advisory Corp 1.11% Reduce -1.7% 167,915 $9.8M
NewEdge Wealth, LLC 0.18% Add +0.4% 167,186 $9.8M
Telos Capital Management, Inc. 1.06% Add +3.3% 166,632 $9.7M
RiverGlades Family Offices LLC 6.99% Add +0.3% 166,612 $9.7M
DAVENPORT & Co LLC 0.06% Add +3.3% 165,944 $9.7M
Avaii Wealth Management, LLC 5.17% Add +2779.1% 165,837 $9.7M
Carr Financial Group Corp 3.17% Add +0.3% 165,588 $9.7M
Country Club Bank 0.65% Add +9.2% 165,811 $9.7M
SoundView Advisors Inc. 3.93% Add +3.6% 163,253 $9.5M
Community Bank, N.A. 1.28% Reduce -0.0% 163,208 $9.5M
Aft, Forsyth & Sober, LLC 3.32% Reduce -29.7% 163,125 $9.5M
IFP Advisors, Inc 0.29% Add +18.1% 162,680 $9.5M
First Citizens Bank & Trust Co. 0.24% Add +1.6% 162,125 $9.5M
Founders Financial Securities LLC 0.80% Add +7.8% 166,349 $9.4M
Great Valley Advisor Group, Inc. 0.20% Add +1.3% 161,387 $9.4M
Dentgroup LLC 6.99% Add +7.5% 159,855 $9.3M
Vanguard Group Inc. 0.00% Add +0.3% 159,587 $9.3M
Enclave Advisors LLC 1.58% Reduce -10.2% 158,868 $9.3M
Evercore Wealth Management, LLC 0.15% Reduce -6.8% 158,854 $9.3M
Union Savings Bank 4.53% Reduce -5.9% 158,738 $9.3M
Ellis Investment Partners, LLC 1.91% Add +0.5% 158,532 $9.3M
JSF Financial, LLC 2.42% Reduce -0.4% 157,527 $9.2M
NTV Asset Management LLC 1.22% Reduce -2.7% 157,374 $9.2M
Associated Banc-Corp 0.28% Add +2.1% 156,958 $9.2M
Citadel Advisors 0.01% Reduce -46.8% 156,814 $9.2M
National Philanthropic Trust 0.15% Add +4.2% 154,151 $9.0M
J.W. Cole Advisors, Inc. 0.28% Add +8.8% 154,033 $9.0M
Harbor Advisory Corp. 3.01% Add +5.3% 153,933 $9.0M
Ramsay, Stattman, Vela & Price, Inc. 1.68% Add +0.9% 151,793 $8.9M
Stratos Investment Management, LLC 0.47% Add +0.8% 151,427 $8.8M
Idaho Trust Co 3.60% Add +0.6% 151,387 $8.8M
SPC Financial, Inc. 0.78% Add +5.5% 151,161 $8.8M
Zacks Investment Management 0.08% Reduce -0.6% 150,302 $8.8M
NorthCrest Asset Manangement, LLC 0.27% Reduce -9.9% 150,237 $8.8M
Fidelis Capital Partners, LLC 0.93% Add +83.0% 154,601 $8.7M
Rossmore Private Capital 1.07% Add +3.4% 149,340 $8.7M
TruWealth Advisors, LLC 0.53% Add +3.3% 149,070 $8.7M
Econ Financial Services Corp 4.59% Add +52.2% 147,721 $8.6M
Level Four Advisory Services, LLC 0.35% Add +25.9% 147,599 $8.6M
Precedent Wealth Partners, LLC 2.38% Reduce -15.0% 146,764 $8.6M
Asset Allocation Strategies LLC 2.13% Reduce -5.2% 146,388 $8.5M
Peoples Bank 5.59% Reduce -0.2% 145,975 $8.5M
Hiley Hunt Wealth Management 4.64% Add +0.8% 144,963 $8.5M
Atria Investments, Inc 0.11% Reduce -4.8% 145,559 $8.5M
Lake Street Private Wealth, LLC 1.39% Add +3.1% 145,105 $8.5M
Wesbanco Bank Inc. 0.29% Add +0.1% 145,090 $8.5M
StrongBox Wealth, LLC 3.50% Add +8.4% 143,795 $8.4M
Sageworth Trust Co 0.52% Add +771.6% 143,225 $8.4M
Independent Solutions Wealth Management, LLC 1.85% Add +0.9% 140,787 $8.3M
Rochester Wealth Strategies, LLC 6.54% — 141,255 $8.2M
Destiny Capital Corp 5.61% Add +7.0% 141,022 $8.2M
AtlasMark Financial, Inc 7.60% Add +3.6% 140,397 $8.2M
Caldwell Trust Co 0.87% Add +11.6% 139,067 $8.1M
BlueChip Wealth Advisors LLC 3.98% Reduce -5.8% 138,937 $8.1M
Elyxium Wealth, LLC 3.59% Reduce -0.9% 138,768 $8.1M
Strategic Financial Concepts, LLC 1.52% Add +13.8% 138,722 $8.1M
Finley Financial, LLC 4.51% Add +1.8% 141,753 $8.1M
Rice Partnership, LLC 1.66% Add +36.5% 138,641 $8.1M
Physician Wealth Advisors, Inc. 1.39% Reduce -13.4% 138,413 $8.1M
Tectonic Advisors LLC 0.50% Add +4.0% 138,346 $8.1M
Greenwood Capital Associates LLC 1.09% Add +117.6% 138,311 $8.1M
Burke & Herbert Bank & Trust Co. 1.93% Add +0.2% 137,258 $8.0M
Eastern Bank 0.16% Reduce -12.8% 136,875 $8.0M
Novare Capital Management LLC 0.70% Add +5.6% 136,779 $8.0M
Lee, Kelleher & Klein Wealth Management 5.87% Add +1.9% 136,750 $8.0M
Kingsview Wealth Management, LLC 0.15% Reduce -6.0% 136,340 $8.0M
New Hampshire Trust 1.82% Reduce -7.1% 136,279 $8.0M
Panoramic Capital Partners, LLC 8.18% Add +20.6% 155,114 $7.9M
Lindbrook Capital, LLC 0.73% Reduce -2.5% 135,738 $7.9M
Better Money Decisions, LLC 5.28% Reduce -1.2% 135,662 $7.9M
Colton Groome Financial Advisors, LLC 3.07% Reduce -5.7% 138,984 $7.9M
Dorsey & Whitney Trust CO LLC 0.46% Reduce -10.8% 135,096 $7.9M
Mascoma Wealth Management LLC 1.96% Add +11.9% 134,895 $7.9M
St. Louis Trust Co 1.14% Reduce -15.4% 134,838 $7.9M
YANKCOM Partnership 4.33% Reduce -2.6% 134,798 $7.9M
Advisory Alpha, LLC 0.27% Add +5.0% 134,434 $7.8M
Cullen/Frost Bankers, Inc. 0.11% Add +0.5% 134,003 $7.8M
PCA Investment Advisory Services Inc. 4.13% Add +18.2% 133,967 $7.8M
MetLife Investment Management, LLC 0.04% Add +4.4% 133,110 $7.8M
Richwood Investment Advisors, LLC 6.59% Add +3.6% 132,935 $7.8M
Vishria Bird Financial Group, LLC 2.63% Add +2952.8% 132,645 $7.7M
Eldridge Investment Advisors, Inc. 1.78% Reduce -0.3% 132,550 $7.7M
One Day In July LLC 0.77% Reduce -32.2% 132,229 $7.7M
Pettyjohn, Wood & White, Inc. 1.48% Add +0.3% 131,990 $7.7M
GHP Investment Advisors, Inc. 0.37% Reduce -0.1% 131,958 $7.7M
Montis Financial, LLC 2.25% Add +0.6% 131,422 $7.7M
RFP Financial Group LLC 3.09% Add +1.4% 131,057 $7.6M
Lebenthal Global Advisors, LLC 1.43% Add +2.5% 131,030 $7.6M
Citizens National Bank Trust Department 1.63% Add +1.5% 130,673 $7.6M
Wescott Financial Advisory Group, LLC 0.79% Add +14.6% 130,639 $7.6M
Stratos Wealth Advisors, LLC 0.42% Add +2.4% 130,531 $7.6M
Alley Investment Management Company, LLC 0.94% Add +0.6% 128,886 $7.5M
Vectors Research Management, LLC 2.63% Add +28.2% 128,847 $7.5M
Magnolia Capital Management Ltd. 6.31% Reduce -3.3% 126,040 $7.4M
GC Wealth Management RIA, LLC 1.35% Add +0.0% 126,018 $7.4M
Baker Tilly Wealth Management, LLC 2.87% Reduce -10.0% 125,659 $7.3M
Wela Strategies, Inc. 3.08% New 124,914 $7.3M
Nwam LLC 0.63% Reduce -5.5% 124,702 $7.3M
Cahill Wealth Management, LLC 3.69% Reduce -0.7% 124,166 $7.2M
Canal Capital Management, LLC 1.21% Add +2.1% 124,056 $7.2M
Ullmann Wealth Partners Group, LLC 0.96% Reduce -3.7% 123,517 $7.2M
First National Bank of Hutchinson 4.75% Add +0.7% 123,420 $7.2M
Triangle Securities Wealth Management 1.85% Add +6.8% 122,968 $7.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 122,394 $7.1M
Mgo One Seven LLC 0.28% Reduce -10.4% 121,695 $7.1M
Topel & Distasi Wealth Management, LLC 3.30% Reduce -0.1% 121,301 $7.1M
Pinnacle Bancorp, Inc. 2.30% Reduce -1.0% 121,029 $7.1M
Elevation Point Wealth Partners, LLC 0.61% Add +62.9% 121,029 $7.1M
Affinity Capital Advisors, LLC 1.40% Add +7.3% 129,427 $7.0M
Alliance Wealth Advisors, LLC 4.13% Add +1.3% 120,331 $7.0M
Rogco, LP 2.80% Add +2.6% 119,902 $7.0M
Strategic Equity Management 2.93% Reduce -48.1% 119,557 $7.0M
Pennsylvania Capital Management Inc. 2.55% Add +1.5% 118,748 $6.9M
Ewa, LLC 2.57% Add +2.1% 118,676 $6.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.1% 118,627 $6.9M
Clarus Wealth Advisors 3.70% Add +18.4% 125,223 $6.9M
Old National Bancorp 0.18% Add +18.2% 118,228 $6.9M
Aptus Capital Advisors, LLC 0.08% Add +10.6% 118,219 $6.9M
Meridian Financial Advisors, LLC 4.84% Add +0.9% 118,103 $6.9M
Hicks Capital Management LLC 9.12% — 117,863 $6.9M
Bordeaux Wealth Advisors LLC 1.27% Reduce -13.6% 117,611 $6.9M
Capital Investment Advisory Services, LLC 0.61% Add +1.6% 117,543 $6.9M
Mutual Advisors, LLC 0.20% Add +8.9% 121,068 $6.9M
Birch Hill Investment Advisors LLC 0.32% Add +1.8% 116,864 $6.8M
Fiduciary Group, LLC 0.68% Reduce -1.8% 116,783 $6.8M
Lynx Investment Advisory 4.54% Reduce -3.5% 116,702 $6.8M
Exencial Wealth Advisors, LLC 0.25% Reduce -0.7% 116,658 $6.8M
Peapack Gladstone Financial Corp. 0.10% Reduce -0.3% 116,646 $6.8M
Prospera Financial Services Inc 0.16% Add +3.1% 116,106 $6.8M
Snowden Capital Advisors LLC 0.22% Add +11.1% 115,858 $6.8M
SlateStone Wealth, LLC 0.68% Reduce -0.1% 115,847 $6.8M
New England Asset Management Inc. 1.15% Add +26.8% 115,555 $6.7M
SOL Capital Management CO 0.74% Add +10.5% 115,329 $6.7M
Sterling Investment Advisors LLC 3.76% Add +1.3% 114,412 $6.7M
Global Wealth Management, LLC 3.85% Reduce -3.0% 114,386 $6.7M
Watchman Group, Inc. 1.87% Reduce -3.1% 114,376 $6.7M
Boltwood Capital Management 2.02% Add +0.6% 114,075 $6.7M
Merit Financial Group, LLC 0.10% Add +17.9% 113,918 $6.6M
Crestmont Private Wealth LLC 2.87% Reduce -31.0% 113,593 $6.6M
Madrid Financial Services 4.79% Add +2352.7% 112,801 $6.6M
Bank of Hawaii 0.38% No change 112,425 $6.6M
Flagship Harbor Advisors, LLC 0.34% Add +21.0% 112,340 $6.6M
Apollon Financial, LLC 1.55% Add +129.7% 112,280 $6.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Reduce -6.8% 112,098 $6.5M
Belpointe Asset Management LLC 0.34% Add +2.2% 111,938 $6.5M
Opes Wealth Management LLC 1.31% Add +25.0% 111,634 $6.5M
JPL Wealth Management, LLC 1.86% Add +1.7% 111,512 $6.5M
Quad-Cities Investment Group, LLC 3.21% Add +2.7% 111,417 $6.5M
ADG Wealth Management Group, LLC 6.13% Reduce -3.5% 111,330 $6.5M
IFS Advisors, LLC 5.27% Add +0.1% 111,294 $6.5M
American National Bank & Trust 0.71% Add +2.8% 109,617 $6.4M
Pettinga Financial Advisors LLC 1.50% Add +1.6% 109,394 $6.4M
World Investment Advisors 0.17% Reduce -14.9% 109,195 $6.4M
Boyd Wealth Management, LLC 3.16% Add +0.4% 108,828 $6.4M
Legacy Trust 1.53% Reduce -0.2% 108,799 $6.3M
Pitcairn Co. 0.38% Add +13.0% 108,780 $6.3M
Cambiar Investors LLC 0.27% Reduce -33.3% 107,434 $6.3M
Alpha Financial Partners LLC 5.02% Add +5.1% 107,323 $6.3M
Sheets Smith Wealth Management 0.78% No change 107,256 $6.3M
Smith Shellnut Wilson LLC 2.87% Add +0.6% 107,141 $6.3M
EPG Wealth Management LLC 1.74% Add +2.0% 107,007 $6.2M
Financial Council, LLC 3.37% Add +0.1% 106,991 $6.2M
Cascade Wealth Advisors, Inc 4.31% Add +25.5% 113,264 $6.2M
Busey Bank 0.21% Add +48.9% 106,270 $6.2M
Richardson Capital Management LLC 3.86% Add +0.1% 106,195 $6.2M
Cottage Street Advisors LLC 3.08% Add +1.4% 105,383 $6.1M
Essex Financial Services, Inc. 0.44% Reduce -1.3% 105,085 $6.1M
Transcendent Capital Group LLC 3.43% Add +0.9% 104,575 $6.1M
Rehmann Capital Advisory Group 0.38% Reduce -5.8% 103,273 $6.0M
2UniFi Bank 3.88% Add +2.2% 96,970 $6.0M
CGC Financial Services, LLC 2.37% Add +9.6% 102,638 $6.0M
Quattro Financial Advisors LLC 2.05% New 102,542 $6.0M
Afg Fiduciary Services Limited Partnership 4.38% Reduce -1.2% 106,658 $6.0M
Bigelow Investment Advisors, LLC 2.83% Add +1.9% 101,983 $6.0M
Wrapmanager Inc. 1.56% Add +1.3% 101,610 $5.9M
City Holding Co. 0.83% Add +4.3% 101,494 $5.9M
BayBridge Capital Group, LLC 4.26% Add +1.8% 101,471 $5.9M
Regal Investment Advisors LLC 0.48% Add +0.5% 101,015 $5.9M
FRG Family Wealth Advisors LLC 1.14% Reduce -0.9% 100,980 $5.9M
Flagstar Securities, Inc. 1.50% Reduce -8.6% 100,477 $5.9M
Capital Analysts, LLC 0.22% Reduce -90.0% 100,418 $5.9M
Flagship Private Wealth, LLC 2.78% Reduce -1.4% 100,211 $5.8M
Goldstein Advisors, LLC 0.85% Add +19.4% 99,931 $5.8M
Fifth Third Securities, Inc. 0.49% Add +0.3% 99,209 $5.8M
Creative Financial Designs Inc. 0.46% Reduce -0.5% 98,640 $5.8M
American Century Companies Inc. 0.00% Add +6.2% 98,300 $5.7M
Brass Tax Wealth Management, Inc. 1.20% Add +6.1% 98,258 $5.7M
B. Riley Wealth Advisors, Inc. 0.17% Add +10.1% 97,868 $5.7M
Twin Focus Capital Partners, LLC 0.88% Add +3.4% 97,204 $5.7M
Centennial Bank 2.68% Add +3.2% 96,553 $5.6M
Hengehold Capital Management LLC 0.53% Add +2.9% 95,876 $5.6M
Abundance Wealth Counselors 1.17% Reduce -10.3% 95,537 $5.6M
Donaldson Capital Management, LLC 0.21% Add +176.0% 95,376 $5.6M
Stephenson & Company, Inc. 3.61% Add +1.7% 95,290 $5.6M
Birchbrook, Inc. 3.12% Add +21.8% 95,243 $5.6M
Bellwether Advisors, LLC 1.15% Add +0.3% 94,769 $5.5M
Exchange Capital Management, Inc. 0.89% Reduce -4.3% 94,408 $5.5M
Cary Street Partners Financial LLC 0.17% Reduce -0.9% 94,289 $5.5M
Guardian Asset Advisors, LLC 3.58% Add +4.5% 94,063 $5.5M
Composition Wealth, LLC 0.11% Reduce -3.8% 93,669 $5.5M
Avior Wealth Management, LLC 0.21% Reduce -6.3% 93,499 $5.5M
Wedmont Private Capital 0.28% Add +33.8% 100,055 $5.4M
National Bank of Canada 0.01% Reduce -13.8% 93,030 $5.4M
Mission Wealth Management, LP 0.14% Add +84.4% 92,927 $5.4M
Hi-Line Capital Management, LLC 2.03% Add +8.0% 92,851 $5.4M
TCTC Holdings, LLC 0.19% Add +6.4% 92,585 $5.4M
Mission Creek Capital Partners, Inc. 1.31% Reduce -37.9% 92,548 $5.4M
Crestwood Advisors Group, LLC 0.10% Add +4.8% 91,931 $5.4M
Quantinno Capital Management LP 0.03% Add +43.7% 91,907 $5.4M
Landmark Wealth Management, LLC 2.35% Add +39.1% 91,281 $5.3M
InvesTrust 1.46% Reduce -0.8% 91,270 $5.3M
Councilor Wealth, LLC 2.66% Reduce -7.8% 91,199 $5.3M
Sage Financial Management Group, Inc. 1.93% Add +2.8% 91,018 $5.3M
Fca Corp. 1.69% Reduce -1.6% 90,759 $5.3M
Provenance Wealth Advisors, LLC 0.76% Reduce -10.9% 90,381 $5.3M
Dakota Wealth Management 0.12% Reduce -0.2% 90,230 $5.3M
Old Mission Investment Co LLC 1.58% Reduce -0.7% 89,794 $5.2M
Jmac Enterprises LLC 1.24% Add +9.4% 89,643 $5.2M
Sandy Cove Advisors, LLC 2.09% Reduce -0.5% 89,273 $5.2M
Segall Bryant & Hamill, LLC 0.08% New 89,090 $5.2M
StoneX Group Inc. 0.28% Reduce -16.7% 88,626 $5.2M
Pure Financial Advisors, LLC 0.11% Reduce -5.6% 88,442 $5.2M
Evergreen Capital Management LLC 0.17% Reduce -2.5% 88,396 $5.2M
RoundAngle Advisors LLC 4.73% Add +2.0% 88,298 $5.2M
Rathbones Group PLC 0.02% Reduce -12.0% 88,215 $5.1M
O'shaughnessy Asset Management, LLC 0.04% Add +8.0% 87,932 $5.1M
South Plains Financial, Inc. 4.00% Reduce -0.8% 87,869 $5.1M
Cornerstone Wealth Management, LLC 0.34% Reduce -0.3% 87,156 $5.1M
Founders Grove Wealth Partners, LLC 1.42% Add +4.4% 87,127 $5.1M
Grey Ledge Advisors, LLC 1.33% Reduce -1.6% 86,890 $5.1M
David J Yvars Group 3.98% Add +0.6% 86,787 $5.1M
IHT Wealth Management, LLC 0.16% Add +1.2% 86,772 $5.1M
Bright Financial Advisors, Inc. 3.10% Reduce -5.0% 86,475 $5.0M
Middleton & Co. Inc. 0.59% Reduce -2.8% 86,475 $5.0M
LBMC Investment Advisors, LLC 0.39% Reduce -2.0% 84,984 $5.0M
Sound Stewardship, LLC 2.81% Reduce -0.4% 84,654 $4.9M
STAR Financial Bank 3.62% Reduce -14.3% 84,639 $4.9M
Castle Wealth Management LLC 1.93% Add +2.4% 84,318 $4.9M
GenTrust, LLC 0.24% Reduce -23.1% 84,271 $4.9M
Flywheel Private Wealth LLC 4.48% Reduce -2.4% 84,166 $4.9M
Armbruster Capital Management, Inc. 0.98% Add +0.5% 84,104 $4.9M
Delta Wealth Advisors LLC 4.45% Add +1.4% 84,062 $4.9M
Greenfield Savings Bank 2.40% Reduce -0.3% 83,977 $4.9M
Friedenthal Financial 2.93% Add +1003.8% 83,913 $4.9M
Jacobi Capital Management LLC 0.36% Reduce -7.0% 83,854 $4.9M
Muirfield Wealth Advisors LLC 4.14% Reduce -0.4% 83,641 $4.9M
Cranbrook Wealth Management, LLC 1.13% Reduce -2.7% 83,244 $4.9M
Brighton Jones LLC 0.16% Add +7.2% 83,244 $4.9M
CENTRAL TRUST Co 0.12% Reduce -7.8% 83,204 $4.9M
Rebalance, LLC 0.36% Add +2.2% 83,179 $4.9M
Money Concepts Capital Corp. 0.36% Add +4.0% 82,962 $4.8M
Pacific Financial Group Inc. 3.91% Reduce -1.8% 82,934 $4.8M
Colonial Trust Co / SC 0.75% Add +0.8% 82,400 $4.8M
First Merchants Corp. 0.19% Reduce -8.4% 82,343 $4.8M
Dohj, LLC 1.10% Reduce -3.5% 82,329 $4.8M
Legacy Private Trust Co. 0.33% Reduce -2.8% 82,327 $4.8M
Neuberger Berman Group LLC 0.00% Reduce -15.0% 82,232 $4.8M
State of Wisconsin Investment Board 0.01% Reduce -9.8% 82,230 $4.8M
Private Trust Co. NA 0.49% Reduce -24.9% 82,061 $4.8M
Silvercrest Asset Management Group LLC 0.03% Add +90.4% 81,765 $4.8M
MSH Capital Advisors LLC 1.46% Add +2.1% 81,126 $4.7M
PFG Advisors 0.26% Add +2.7% 81,122 $4.7M
Scarborough Advisors, LLC 0.67% Add +4.3% 80,929 $4.7M
Midwest Professional Planners, LTD. 1.47% Reduce -8.3% 80,783 $4.7M
Ieq Capital, LLC 0.04% Add +21.4% 80,379 $4.7M
Venture Visionary Partners LLC 0.20% Add +0.4% 80,245 $4.7M
Hilltop Partners LLC 1.58% Reduce -44.7% 80,047 $4.7M
Trivium Point Advisory, LLC 0.58% Add +66.1% 79,966 $4.7M
Sonata Capital Group Inc. 2.03% Reduce -0.5% 79,948 $4.7M
GWN Securities Inc. 0.26% Add +1066.7% 78,342 $4.7M
BSW Wealth Partners 0.71% Add +1.9% 79,867 $4.7M
Coign Capital Advisors LLC 3.56% Add +3.3% 79,387 $4.6M
Bricktown Capital, LLC 0.86% Reduce -13.5% 78,970 $4.6M
Moneywise, Inc. 2.43% Reduce -52.1% 78,761 $4.6M
Townsquare Capital LLC 0.05% Add +19.0% 78,631 $4.6M
Focus Partners Advisor Solutions, LLC 0.07% Add +11.4% 78,604 $4.6M
CRA Financial Services, LLC 0.78% Reduce -0.8% 78,591 $4.6M
First National Bank of Omaha 0.31% Add +0.6% 78,523 $4.6M
J. Safra Sarasin Holding AG 0.08% No change 78,160 $4.6M
Souders Financial Advisors 0.64% New 78,007 $4.6M
Brookstone Capital Management 0.07% Reduce -4.3% 77,826 $4.5M
Hilltop Holdings Inc. 0.28% Add +5.2% 77,387 $4.5M
Parsons Capital Management Inc. 0.25% Reduce -13.8% 77,379 $4.5M
Alliance Wealth Management Group 1.21% Add +4.3% 77,177 $4.5M
Trust Co. of Oklahoma 1.55% Add +0.7% 77,093 $4.5M
Capital Advisory Group Advisory Services, LLC 1.71% Reduce -0.1% 76,730 $4.5M
Perritt Capital Management Inc 2.47% Reduce -6.1% 76,658 $4.5M
Accurate Wealth Management, LLC 0.85% Add +14.1% 82,099 $4.5M
Mather Group, Llc. 0.05% Reduce -25.9% 76,399 $4.5M
Pension & Wealth Management Advisors, Inc. 1.65% Add +41.8% 76,109 $4.4M
FC Advisory LLC 1.50% Add +2.9% 76,050 $4.4M
Gries Financial LLC 0.85% Reduce -1.2% 75,409 $4.4M
Sabal Trust CO 0.24% Reduce -8.6% 75,377 $4.4M
Leverty Financial Group, LLC 1.79% Reduce -5.9% 75,250 $4.4M
Nepc LLC 0.12% Add +0.8% 74,989 $4.4M
Capital Advisors Inc. 0.09% Reduce -80.1% 74,768 $4.4M
Transcend Capital Advisors, LLC 0.31% Add +11.9% 74,556 $4.4M
Convergence Financial, LLC 0.85% Reduce -12.1% 74,522 $4.3M
Wolf Group Capital Advisors 1.46% Add +839.5% 74,381 $4.3M
Great Diamond Partners, LLC 1.18% Add +3.6% 73,755 $4.3M
CreativeOne Wealth, LLC 0.13% Reduce -27.7% 73,571 $4.3M
United Bank 1.77% Add +3.4% 73,504 $4.3M
Vestor Capital, LLC 0.35% Add +4.2% 73,120 $4.3M
Sather Financial Group Inc 0.28% Reduce -1.4% 72,825 $4.2M
Securian Asset Management, Inc. 0.13% Reduce -11.8% 71,810 $4.2M
Sterling Financial Planning, Inc. 1.52% Reduce -1.3% 71,761 $4.2M
Gryphon Financial Partners LLC 0.62% Reduce -1.1% 71,609 $4.2M
Summit Wealth Partners, LLC 0.85% Add +0.2% 71,450 $4.2M
Hirtle & Co., LLC 0.19% Add +22.2% 71,447 $4.2M
Allegheny Financial Group 1.07% Add +26.1% 71,369 $4.2M
Patriot Financial Group Insurance Agency, LLC 0.56% Add +249.9% 71,338 $4.2M
Investment Advisory Group, LLC 1.39% Add +19.3% 71,316 $4.2M
Smith Anglin Financial, LLC 0.44% Add +2.8% 71,290 $4.2M
CVA Family Office, LLC 0.64% Reduce -8.3% 71,288 $4.2M
Aprio Wealth Management, LLC 0.52% Reduce -1.9% 70,909 $4.1M
Sebold Capital Management, Inc. 2.72% Reduce -1.3% 70,793 $4.1M
USAdvisors Wealth Management, LLC 1.43% Reduce -10.4% 70,207 $4.1M
Heritage Investors Management Corp. 0.14% Add +1.2% 70,030 $4.1M
Parisi Gray Wealth Management 1.33% Add +6.3% 69,982 $4.1M
Vertex Planning Partners, LLC 0.89% Add +4.8% 69,752 $4.1M
Rossby Financial, LCC 1.76% Add +2.2% 71,842 $4.1M
Jaffetilchin Investment Partners, LLC 0.29% Add +18.3% 69,650 $4.1M
Forum Private Client Group LLC 1.76% Reduce -1.7% 69,607 $4.1M
Wellspring Financial Advisors, LLC 0.45% Reduce -14.1% 1,291,522 $4.0M
Tudor Investment Corporation 0.04% New 69,183 $4.0M
Palisade Asset Management, LLC 0.41% Add +6.3% 69,043 $4.0M
Blake Schutter Theil Wealth Advisors, LLC 4.57% Add +0.4% 68,873 $4.0M
Novem Group 0.57% Add +3.3% 68,787 $4.0M
Beirne Wealth Consulting Services, LLC 1.43% Add +0.7% 68,759 $4.0M
Smithbridge Asset Management Inc. 0.74% — 68,711 $4.0M
Kaydan Wealth Management, Inc. 1.29% Add +5.7% 68,700 $4.0M
Merkkuri Wealth Advisors LLC 3.42% Add +2.3% 68,431 $4.0M
Cozad Asset Management Inc. 0.40% Add +1.1% 68,374 $4.0M
Dale Q Rice Investment Management Ltd 2.06% Reduce -3.5% 68,262 $4.0M
Newman Dignan & Sheerar, Inc. 1.09% Add +2.3% 68,126 $4.0M
Moloney Securities Asset Management, LLC 0.54% Add +3.2% 68,035 $4.0M
Aspiriant, LLC 0.14% Add +5.0% 67,878 $4.0M
River Wealth Advisors LLC 0.55% Reduce -1.1% 67,753 $4.0M
ProVise Management Group, LLC 0.33% Reduce -3.7% 67,597 $3.9M
Payden & Rygel 0.34% Add +0.7% 67,527 $3.9M
United Community Bank 1.46% Reduce -1.9% 67,217 $3.9M
RDA Financial Network 1.17% Reduce -0.2% 67,200 $3.9M
Greykasell Wealth Strategies, Inc. 2.07% Add +3.7% 66,621 $3.9M
LifeSteps Financial, Inc. 3.14% Add +0.3% 66,276 $3.9M
PFG Private Wealth Management, LLC 2.09% Reduce -16.3% 66,193 $3.9M
Breakwater Capital Group 0.69% Add +1.1% 65,966 $3.8M
Atlas Legacy Advisors, LLC 0.98% Add +183.5% 65,785 $3.8M
Central Bank & Trust Co. 0.64% Reduce -0.7% 65,739 $3.8M
Keel Point, LLC 0.30% Add +3.2% 65,638 $3.8M
NBT Bank, N.A. 0.28% Reduce -0.9% 65,502 $3.8M
HTG Investment Advisors, Inc. 1.59% Reduce -1.8% 65,373 $3.8M
Inman Jager Wealth Management, LLC 2.86% Reduce -3.3% 65,351 $3.8M
Welch & Forbes LLC 0.05% Reduce -3.0% 65,254 $3.8M
Willis Johnson & Associates, Inc. 0.29% Add +0.9% 65,061 $3.8M
Laird Norton Wetherby Trust Company, LLC 0.61% No change 64,825 $3.8M
Syntax Research, Inc. 2.60% Add +7.6% 64,619 $3.8M
Next Capital Management LLC 1.81% Add +15.3% 64,521 $3.8M
Ellerson Group Inc. 2.99% Reduce -17.6% 64,412 $3.8M
Silvia McColl Wealth Management, LLC 2.85% Add +2.0% 64,404 $3.8M
Fortress Financial Solutions, LLC 5.43% Reduce -0.5% 64,296 $3.8M
SOA Wealth Advisors, LLC. 0.78% Reduce -0.5% 63,905 $3.7M
Moller Wealth Partners 0.92% No change 63,854 $3.7M
Callan Capital, LLC 0.28% No change 63,829 $3.7M
Bleakley Financial Group, LLC 0.12% Add +14.4% 63,767 $3.7M
Gotham Asset Management 0.03% Add +74.7% 63,683 $3.7M
MidAtlantic Capital Management, Inc. 2.91% Add +1.8% 63,482 $3.7M
ETF Store, Inc. 4.54% Reduce -2.5% 63,404 $3.7M
Alhambra Investment Management LLC 1.90% Reduce -0.4% 63,156 $3.7M
AA Financial Advisors, LLC 0.90% Reduce -4.2% 63,129 $3.7M
Symphony Financial, Ltd. Co. 2.16% Reduce -74.5% 62,615 $3.7M
Variant Private Wealth, LLC 3.90% Reduce -1.9% 62,334 $3.6M
Harbor Investment Advisory, LLC 0.35% Reduce -0.8% 62,282 $3.6M
Old North State Trust, LLC 2.31% No change 58,204 $3.6M
SouthState Bank Corp 0.17% Add +100.3% 62,095 $3.6M
Sowell Financial Services LLC 0.16% Reduce -3.4% 61,322 $3.6M
Forza Wealth Management, LLC 1.60% Reduce -0.3% 61,047 $3.6M
Element Wealth, LLC 1.90% Reduce -1.7% 60,621 $3.5M
McGlone Suttner Wealth Management, Inc. 0.58% Add +3.3% 60,381 $3.5M
AQR Capital Management 0.00% Add +91.4% 60,150 $3.5M
Joel Isaacson & Co., LLC 0.16% Reduce -5.0% 59,758 $3.5M
Verus Financial Partners, Inc. 0.40% Reduce -3.7% 63,328 $3.5M
Intrua Financial, LLC 0.54% Add +62.4% 59,530 $3.5M
Nilsine Partners, LLC 0.38% Reduce -3.2% 59,418 $3.5M
Sachetta, LLC 1.42% Add +4.0% 59,204 $3.5M
Headinvest, LLC 0.67% Reduce -1.2% 59,056 $3.4M
Ellevest, Inc. 0.23% Reduce -11.9% 58,976 $3.4M
AE Wealth Management LLC 0.03% Add +4.4% 58,818 $3.4M
Capital Group Private Client Services, Inc. 0.03% Add +4.3% 58,704 $3.4M
Parr McKnight Wealth Management Group, LLC 0.49% Reduce -4.0% 58,115 $3.4M
Stephens Inc. 0.05% Reduce -7.8% 57,873 $3.4M
High Net Worth Advisory Group LLC 0.95% Add +52.1% 57,766 $3.4M
TD Waterhouse Canada Inc. 0.03% Add +53.1% 57,210 $3.3M
Astra Wealth Partners LLC 3.19% Add +1.0% 57,299 $3.3M
Wealth Alliance, LLC 0.40% Add +2.0% 57,188 $3.3M
Benchmark Financial Wealth Advisors, LLC 1.26% Reduce -16.5% 56,989 $3.3M
Wetzel Investment Advisors, Inc. 1.68% Reduce -1.7% 56,986 $3.3M
Grey Fox Wealth Advisors, LLC 0.89% Add +7.4% 56,957 $3.3M
HighMark Wealth Management LLC 1.96% Add +0.0% 56,909 $3.3M
Wealthspan Partners, LLC 1.53% Reduce -2.2% 56,688 $3.3M
Agf Management Ltd. 0.02% Reduce -6.1% 56,630 $3.3M
KPP Advisory Services LLC 0.63% Add +52.2% 56,563 $3.3M
IFC Advisors LLC 0.69% No change 56,357 $3.3M
Bradley Foster & Sargent Inc. 0.06% Reduce -4.6% 56,218 $3.3M
Kopp Family Office, LLC 2.26% Add +3.0% 56,113 $3.3M
Fosun International Ltd 0.93% New 56,100 $3.3M
Keeley-Teton Advisors, LLC 0.39% Add +67.6% 55,789 $3.3M
Bryn Mawr Trust Advisors, LLC 0.20% Reduce -13.7% 55,743 $3.3M
Axis Wealth Partners, LLC 2.39% Add +187.3% 55,485 $3.2M
HM Payson & Co. 0.06% Reduce -6.5% 55,455 $3.2M
Counterweight Ventures, LLC 2.32% Add +1.1% 55,381 $3.2M
Cornerstone Advisors Asset Management, LLC 0.66% Add +1.0% 54,909 $3.2M
360 Financial, Inc. 1.15% Add +6.6% 54,645 $3.2M
Boston Family Office LLC 0.23% Add +0.7% 54,584 $3.2M
Farmers Trust Co. 0.60% Reduce -7.0% 54,442 $3.2M
Perennial Investment Advisors, LLC 0.36% Reduce -7.3% 54,098 $3.2M
Joel Adams & Associates, Inc. 2.83% Add +2.5% 53,962 $3.1M
Birchcreek Wealth Management, LLC 1.98% Add +12.5% 53,705 $3.1M
Balanced Wealth Group LLC 1.51% Reduce -10.3% 53,580 $3.1M
Kickstand Ventures, Llc. 0.79% Add +1.3% 52,608 $3.1M
Financial Strategies Group, Inc. 0.72% Add +8.4% 55,761 $3.1M
Fairman Group, LLC 2.80% Reduce -4.0% 47,584 $3.0M
Trinity Financial Advisors LLC 1.10% Reduce -2.5% 54,850 $3.0M
C2C Wealth Management, LLC 2.83% Add +0.6% 51,731 $3.0M
Strategic Blueprint, LLC 0.16% Add +1.8% 51,106 $3.0M
Fortitude Family Office, LLC 1.07% Add +37.0% 51,072 $3.0M
Empower Advisory Group, LLC 0.01% Reduce -9.8% 51,054 $3.0M
ForthRight Wealth Management, LLC 1.00% Reduce -0.1% 51,039 $3.0M
Crumly & Associates Inc. 0.82% Reduce -1.9% 50,760 $3.0M
Claro Advisors Inc. 0.40% Reduce -3.1% 50,722 $3.0M
Bowman & Co S.C. 1.46% Reduce -2.0% 50,515 $2.9M
Kingswood Wealth Advisors, LLC 0.27% Reduce -21.8% 50,074 $2.9M
Quadcap Wealth Management, LLC 0.42% Reduce -1.4% 49,756 $2.9M
Deutsche Bank AG 0.00% Reduce -3.5% 49,630 $2.9M
Center for Financial Planning, Inc. 0.37% Add +21.5% 49,402 $2.9M
Insight Advisors, LLC/ PA 0.50% Add +23.9% 49,324 $2.9M
Golden State Wealth Management, LLC 0.43% Reduce -0.4% 49,232 $2.9M
Oakworth Capital, Inc. 0.20% Add +0.5% 49,184 $2.9M
Stelac Advisory Services LLC 1.18% Reduce -4.2% 49,052 $2.9M
Diversify Advisory Services, LLC 0.18% Add +3.0% 50,115 $2.9M
Boston Research & Management Inc. 0.70% Reduce -0.9% 48,743 $2.8M
Bank of New Hampshire 0.74% Reduce -1.2% 48,301 $2.8M
General Partner, Inc. 1.84% No change 48,296 $2.8M
Townsend Asset Management Corp. /NC/ 1.08% Add +2.0% 48,035 $2.8M
Capital Management Associates, Inc 0.63% Add +47.2% 47,902 $2.8M
Wedbush Securities Inc. 0.10% Add +4.6% 47,690 $2.8M
Howard Financial Services, LTD. 0.38% Add +0.0% 47,548 $2.8M
Bay Capital Advisors, LLC 2.31% Add +22.2% 47,528 $2.8M
Patten Group, Inc. 0.63% Reduce -2.7% 47,468 $2.8M
Camden National Bank 0.41% Reduce -8.8% 47,167 $2.8M
First Commonwealth Financial Corp 0.65% Add +451.2% 47,101 $2.7M
UNIVEST FINANCIAL Corp 0.18% Reduce -13.8% 46,796 $2.7M
Wealth Group Ltd 0.80% Reduce -7.1% 46,765 $2.7M
Investment Advisory Services Inc. /TX 0.99% Add +1.9% 46,721 $2.7M
Union Bancaire Privee, UBP SA 0.05% Reduce -45.1% 46,795 $2.7M
Garden State Investment Advisory Services LLC 0.87% Add +83.8% 46,661 $2.7M
Betterment LLC 0.01% Add +2.9% 46,612 $2.7M
NorthRock Partners, LLC 0.09% Add +75.5% 46,588 $2.7M
Arbor Trust Wealth Advisors, LLC 1.26% Reduce -1.2% 46,189 $2.7M
Client First Capital LLC 1.38% Reduce -60.4% 46,101 $2.7M
Aua Capital Management, LLC 1.75% No change 45,985 $2.7M
Ames National Corp. 1.80% Add +10.2% 45,906 $2.7M
FLC Capital Advisors 0.60% Add +6.4% 45,530 $2.7M
Richard W. Paul & Associates, LLC 1.04% Add +4781.5% 45,398 $2.6M
Providence Capital Advisors, LLC 0.55% Add +11.6% 45,380 $2.6M
Rockwood Wealth Management, LLC 0.27% Add +8.6% 45,358 $2.6M
Delta Financial Advisors LLC 0.99% Add +0.0% 45,307 $2.6M
Procyon Advisors, LLC 0.16% Add +135.8% 45,114 $2.6M
New England Private Wealth Advisors LLC 0.41% Reduce -15.6% 45,015 $2.6M
SigFig Wealth Management, LLC 0.09% Add +2.7% 45,038 $2.6M
Embree Financial Group 0.44% Add +7.4% 44,840 $2.6M
Curat Global, LLC 3.18% — 44,655 $2.6M
Clear Investment Research, LLC 3.48% Add +2.3% 44,638 $2.6M
SWP Financial LLC 1.58% Reduce -1.3% 44,415 $2.6M
Advus Financial Partners, LLC 0.73% Reduce -1.2% 44,412 $2.6M
Premier Path Wealth Partners, LLC 0.40% Add +2.7% 44,404 $2.6M
Apexium Financial, LP 0.15% Reduce -0.3% 44,398 $2.6M
Steigerwald, Gordon & Koch Inc. 0.29% Add +0.6% 44,290 $2.6M
HBK Sorce Advisory LLC 0.08% Reduce -0.8% 44,279 $2.6M
Cadence Bank 0.18% Reduce -12.1% 44,242 $2.6M
Maridea Wealth Management LLC 0.84% Reduce -36.2% 44,051 $2.6M
Consolidated Portfolio Review Corp 0.41% Add +5.2% 44,005 $2.6M
Congress Park Capital LLC 0.97% Reduce -0.1% 43,882 $2.6M
Private Capital Management, LLC 0.29% Add +1.6% 43,829 $2.6M
Willow Creek Wealth Management Inc. 0.25% Reduce -1.4% 43,817 $2.6M
Carnegie Investment Counsel 0.06% Add +27.4% 47,448 $2.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Add +5.6% 43,555 $2.6M
Fulton Bank, N.A. 0.10% Add +0.5% 43,777 $2.6M
Armstrong, Fleming & Moore, Inc 3.09% New 43,689 $2.5M
Missouri Trust & Investment Co 0.89% Reduce -0.7% 43,640 $2.5M
Continuum Advisory, LLC 0.33% Reduce -3.7% 43,379 $2.5M
Heritage Wealth Management, Inc./Texas 1.46% Reduce -7.7% 43,279 $2.5M
GW Henssler & Associates Ltd. 0.14% Reduce -11.7% 43,266 $2.5M
Koshinski Asset Management, Inc. 0.21% Reduce -2.4% 43,245 $2.5M
KOM Wealth Management Group, LLC 2.18% Reduce -69.4% 42,878 $2.5M
Vista Investment Management 0.98% Add +1.5% 42,870 $2.5M
Lyell Wealth Management, LP 0.23% Reduce -12.3% 42,785 $2.5M
Cushing Capital Partners, LLC 2.24% Add +89.2% 42,693 $2.5M
Rialto Wealth Management, LLC 0.78% Add +0.6% 42,659 $2.5M
Gainplan LLC 1.60% Reduce -5.4% 42,115 $2.5M
CoreFirst Bank & Trust 1.58% Add +9.0% 42,060 $2.5M
AlphaCore Capital LLC 0.21% New 41,975 $2.4M
Everpar Advisors LLC 1.29% Add +16.1% 41,767 $2.4M
Caprock Group, LLC 0.07% Add +27.3% 41,763 $2.4M
Summit Investment Advisory Services, LLC 1.19% Reduce -3.0% 41,747 $2.4M
Rik Saylor Financial, Inc. 2.14% Add +2.3% 41,674 $2.4M
Millennium Management 0.00% Add +913.7% 41,541 $2.4M
Geneos Wealth Management Inc. 0.08% Reduce -29.4% 41,270 $2.4M
Capital Advisors, Ltd. LLC 0.32% Add +1.4% 41,149 $2.4M
GEM Asset Management, LLC 1.34% Add +3.6% 40,886 $2.4M
Buffington Mohr McNeal 0.47% Add +6.7% 41,081 $2.4M
Novak & Powell Financial Services, Inc. 1.48% Reduce -5.7% 40,688 $2.4M
Diversified Portfolios, Inc. 0.25% Reduce -0.8% 40,600 $2.4M
Ausdal Financial Partners, Inc. 0.18% Add +34.0% 40,598 $2.4M
Amplius Wealth Advisors, LLC 0.25% Add +10.9% 40,491 $2.4M
Good Life Advisors, LLC 0.17% Add +0.1% 40,445 $2.4M
WCG Wealth Advisors LLC 0.18% Reduce -40.5% 40,425 $2.4M
Clay Northam Wealth Management, LLC 1.64% Add +7.0% 40,195 $2.3M
Foundry Financial Group, Inc. 1.44% Reduce -41.7% 40,072 $2.3M
KCM Investment Advisors LLC 0.08% Add +1.4% 39,906 $2.3M
ERn Financial, LLC 0.37% Reduce -5.4% 39,901 $2.3M
Amara Financial, Llc. 2.15% Add +9.7% 39,785 $2.3M
Weinberger Asset Management, Inc 1.00% Reduce -2.1% 39,768 $2.3M
Stock Yards Bank & Trust Co. 0.08% Reduce -0.8% 39,708 $2.3M
Benjamin Edwards Inc. 0.03% Reduce -1.2% 39,515 $2.3M
XML Financial, LLC 0.22% Add +5.9% 39,490 $2.3M
Nikulski Financial, Inc. 0.70% Reduce -2.7% 39,455 $2.3M
Palisade Capital Management, LP 0.08% Add +99.0% 39,431 $2.3M
Brightwater Advisory LLC 1.82% Add +22.3% 39,336 $2.3M
Jefferies Financial Group Inc. 0.04% Reduce -70.2% 39,323 $2.3M
NorthLanding Financial Partners, LLC 2.25% Reduce -1.2% 39,186 $2.3M
WorthPointe, LLC 1.04% Reduce -2.9% 39,077 $2.3M
1834 Investment Advisors Co. 0.29% Add +0.2% 38,955 $2.3M
Brady Family Wealth, LLC 0.71% Reduce -6.1% 38,253 $2.2M
Ballew Advisors, Inc 1.50% Add +3.7% 41,041 $2.2M
Well Done, LLC 0.40% Reduce -0.9% 35,806 $2.2M
Pitti Group Wealth Management, LLC 2.29% Add +3.4% 38,202 $2.2M
Gilbert & Cook, Inc. 0.32% Reduce -0.3% 38,184 $2.2M
MY Wealth Management Inc. 2.15% No change 38,055 $2.2M
Atticus Wealth Management, LLC 0.72% Reduce -69.7% 38,020 $2.2M
Petros Family Wealth, LLC 2.45% Add +0.4% 37,964 $2.2M
Estate Counselors, LLC 0.23% Reduce -21.5% 37,942 $2.2M
Canandaigua National Bank & Trust Co. 0.22% Add +0.3% 37,938 $2.2M
Oxford Financial Group, LTD. LLC 0.15% Reduce -1.0% 37,805 $2.2M
Clifford Swan Investment Counsel LLC 0.08% Add +1.4% 37,593 $2.2M
Colony Family Offices, LLC 0.68% No change 37,573 $2.2M
QRG Capital Management, Inc. 0.02% Reduce -4.2% 37,488 $2.2M
Lakeshore Financial Planning, Inc. 0.91% Reduce -1.3% 37,454 $2.2M
Bensler, LLC 0.27% Reduce -6.7% 37,436 $2.2M
Broadview Financial Management, LLC 1.63% Reduce -4.9% 37,366 $2.2M
CWA Asset Management Group, LLC 0.10% Add +24.4% 37,268 $2.2M
Astoria Strategic Wealth, Inc. 0.64% Add +1.5% 37,080 $2.2M
Greystone Financial Group, LLC 0.39% Reduce -13.5% 37,050 $2.2M
Silver Oak Securities, Incorporated 0.20% Reduce -2.6% 37,087 $2.2M
Antonelli Financial Advisors, LLC 1.73% Reduce -2.5% 36,755 $2.1M
Taylor Financial Group, Inc. 1.49% Add +7.5% 36,670 $2.1M
Macroview Investment Management LLC 2.01% Add +6.7% 36,609 $2.1M
Opinicus Capital, Inc. 1.88% Add +1.4% 36,445 $2.1M
Brown Miller Wealth Management, LLC 0.74% Add +13.2% 36,417 $2.1M
Mullaney, Keating & Wright, Inc. 1.43% Add +4.6% 36,296 $2.1M
FAS Wealth Partners, Inc. 0.17% Reduce -4.5% 36,180 $2.1M
Noble Wealth Management PBC 1.43% Add +3.9% 35,948 $2.1M
Sherman Asset Management, Inc. 2.00% Reduce -14.7% 35,855 $2.1M
National Wealth Management Group, LLC 1.37% Add +8.1% 35,797 $2.1M
Enzi Wealth 0.84% No change 36,673 $2.1M
Baker Avenue Asset Management, LP 0.07% Add +3.3% 35,578 $2.1M
CBIZ Investment Advisory Services, LLC 0.10% Reduce -0.3% 35,527 $2.1M
Second Line Capital, LLC 0.53% New 35,523 $2.1M
Washington Trust Bank 0.21% Reduce -1.0% 35,482 $2.1M
Verdence Capital Advisors LLC 0.16% Reduce -6.8% 35,432 $2.1M
RFG Advisory, LLC 0.06% Add +11.0% 35,325 $2.1M
SevenBridge Financial Group, LLC 0.40% Reduce -19.8% 33,719 $2.1M
EverSource Wealth Advisors, LLC 0.11% Reduce -8.5% 34,960 $2.0M
Matauro, LLC 0.41% Add +2.4% 34,931 $2.0M
Biltmore Family Office, LLC 0.35% Add +0.4% 34,789 $2.0M
Vestmark Advisory Solutions, Inc. 0.05% Add +22.1% 34,744 $2.0M
Higgins & Schmidt Wealth Strategies LLC 1.19% Reduce -0.8% 34,551 $2.0M
Arcadia Investment Advisors LLC 1.12% Reduce -1.1% 34,289 $2.0M
Bedel Financial Consulting, Inc. 0.29% Add +0.7% 34,377 $2.0M
LCNB Corp. 0.73% Add +8.6% 34,130 $2.0M
Daymark Wealth Partners, LLC 0.09% Add +24.2% 34,113 $2.0M
Seeds Investor LLC 0.56% Add +6.7% 34,088 $2.0M
Oldfather Financial Services, LLC 0.75% Add +7.1% 34,078 $2.0M
Roger Wittlin Investment Advisory, LLC 1.16% Add +0.3% 34,066 $2.0M
Fortis Capital Advisors, LLC 0.40% Add +278.8% 33,971 $2.0M
Liberty Square Wealth Partners LLC 0.75% Add +0.9% 33,885 $2.0M
Forefront Wealth Partners, LLC 1.34% Add +12.5% 33,853 $2.0M
SWF LLC 0.55% New 33,846 $2.0M
Sentinel Trust Co. Lba 0.23% Reduce -42.7% 33,600 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +166.4% 33,441 $2.0M
Parkside Financial Bank & Trust 0.25% Add +4.0% 33,432 $2.0M
Lanark Financial, Inc. 0.17% — 33,420 $1.9M
SpringVest Wealth Management LLC 1.61% Reduce -12.0% 33,378 $1.9M
St. Clair Advisors, LLC 0.54% Reduce -2.2% 33,325 $1.9M
Pinebridge Investments, L.P. 0.02% Reduce -95.8% 33,266 $1.9M
Maple Capital Management, Inc. 0.15% Reduce -16.8% 33,219 $1.9M
Azimuth Capital Investment Management LLC 0.08% No change 33,060 $1.9M
ORG Partners LLC 0.49% Reduce -74.4% 32,935 $1.9M
SeaBridge Investment Advisors LLC 0.42% No change 33,000 $1.9M
Long Run Wealth Advisors, LLC 0.43% Add +7.7% 32,608 $1.9M
Kathmere Capital Management, LLC 0.16% Add +70.5% 32,602 $1.9M
Philadelphia Trust Co. 0.16% No change 32,590 $1.9M
Evoke Wealth, LLC 0.05% Add +0.7% 32,588 $1.9M
Tiemann Investment Advisors, LLC 0.86% Reduce -0.9% 32,557 $1.9M
Revolve Wealth Partners, LLC 0.27% Reduce -0.9% 32,545 $1.9M
Two Sigma Securities, LLC 0.29% Add +70.1% 32,470 $1.9M
Exchange Bank 1.53% Reduce -0.3% 32,441 $1.9M
Tranquility Partners, LLC 0.73% Add +2.4% 32,371 $1.9M
Kohmann Bosshard Financial Services, LLC 0.22% Reduce -0.3% 32,340 $1.9M
Ascent Wealth Partners, LLC 0.25% Add +4.7% 32,319 $1.9M
BigSur Wealth Management LLC 0.51% No change 32,250 $1.9M
Tyler-Stone Wealth Management 0.34% Add +1.8% 32,172 $1.9M
GM Advisory Group, LLC 0.10% Add +1.3% 32,163 $1.9M
Prudential Financial Inc. 0.00% Reduce -15.0% 32,100 $1.9M
Investment Partners, LTD. 0.78% Add +8.4% 32,077 $1.9M
FSC Wealth Advisors, LLC 1.23% Add +20.7% 32,047 $1.9M
Tepp RIA, LLC 2.52% Reduce -8.4% 31,853 $1.9M
Mechanics Bank Trust Department 0.25% Reduce -4.3% 31,845 $1.9M
Corundum Group, Inc. 0.89% Add +2.6% 31,800 $1.9M
Glass Jacobson Investment Advisors llc 0.61% No change 29,770 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +57.9% 31,645 $1.8M
TFB Advisors LLC 0.53% Add +8.1% 31,632 $1.8M
Moors & Cabot, Inc. 0.09% Reduce -17.3% 31,434 $1.8M
4Thought Financial Group Inc. 1.13% Add +62582.0% 31,341 $1.8M
waypoint wealth counsel 1.15% Reduce -13.0% 31,300 $1.8M
Thoroughbred Financial Services, LLC 0.11% Add +7.0% 30,909 $1.8M
Cordgrass Capital Advisors, LLC 0.52% Add +5.2% 30,895 $1.8M
Covenant Partners, LLC 0.58% New 30,877 $1.8M
Beacon Bank & Trust 0.44% No change 30,830 $1.8M
Glassman Wealth Services 0.30% Reduce -2.2% 30,809 $1.8M
Capital City Trust Co. 0.49% Add +1.1% 30,620 $1.8M
Darden Wealth Group Inc 1.39% Add +0.1% 30,559 $1.8M
Harbour Capital Advisors, LLC 0.44% Add +1.3% 32,030 $1.8M
Armstrong Advisory Group, Inc. 0.14% No change 28,492 $1.8M
Factorial Partners, LLC 1.09% New 30,400 $1.8M
Leo Wealth, LLC 0.25% Reduce -9.8% 30,391 $1.8M
Apex Wealth Management, LLC 1.58% Add +6.1% 30,159 $1.8M
Ignite Planners, LLC 0.34% Add +4.3% 30,725 $1.8M
Park Place Capital Corp 0.48% Reduce -1.1% 30,129 $1.8M
Orion Capital Management LLC 0.74% Reduce -14.4% 30,095 $1.8M
First National Corp. /Ma/ 0.39% Add +1.5% 30,052 $1.8M
Awm Capital, LLC 0.20% Add +6.7% 29,976 $1.7M
Newport Capital Group, LLC 1.26% Reduce -0.3% 29,950 $1.7M
Rockland Trust Co. 0.09% Reduce -4.8% 29,706 $1.7M
Independent Family Office, LLC 0.91% No change 29,690 $1.7M
Independent Advisor Alliance 0.06% Reduce -94.1% 29,532 $1.7M
Teachers Insurance & Annuity Association of America 2.29% No change 29,479 $1.7M
Regatta Capital Group, LLC 0.33% Reduce -8.4% 29,468 $1.7M
Financial Partners Group, Inc 0.26% Add +0.7% 29,411 $1.7M
Cooper Financial Group 0.23% Add +8.1% 29,354 $1.7M
Finward Bancorp 1.48% Reduce -1.3% 29,345 $1.7M
M Holdings Securities, Inc. 0.28% Add +13.3% 29,193 $1.7M
Savvy Advisors, Inc. 0.17% Add +62.8% 29,136 $1.7M
Citizens Business Bank 0.37% Add +114.6% 29,030 $1.7M
Three Seasons Wealth, LLC 0.84% Reduce -5.4% 28,959 $1.7M
Napatree Capital LLC 0.95% Add +8.0% 28,895 $1.7M
T. Rowe Price Associates Inc. 0.00% No change 28,891 $1.7M
Advisor Resource Council 0.14% Add +150.7% 28,842 $1.7M
Sunpointe, LLC 0.89% Add +8.4% 28,693 $1.7M
Moneco Advisors, LLC 0.17% Reduce -18.6% 28,564 $1.7M
Berkshire Asset Management LLC 0.08% Add +1.8% 28,030 $1.7M
Cornell Pochily Investment Advisors, Inc. 0.58% Add +13.8% 28,310 $1.7M
Forte Asset Management LLC 0.83% Reduce -7.3% 28,124 $1.6M
Harmony Asset Management LLC 0.69% Add +47.5% 28,078 $1.6M
Fiducient Advisors LLC 0.20% Add +9.2% 28,056 $1.6M
Aft, Forsyth & Company, Inc. 0.88% Reduce -0.5% 28,022 $1.6M
John W. Brooker & Co., CPAs 0.67% Add +5.6% 27,903 $1.6M
Fourth Dimension Wealth, LLC 0.79% Add +265.1% 27,851 $1.6M
Donor Advised Charitable Giving, Inc. 0.05% Add +17.0% 27,839 $1.6M
Lane & Associates LLC 0.88% Add +0.5% 27,833 $1.6M
Cadinha & Co. LLC 0.35% Reduce -0.4% 27,810 $1.6M
Redwood Wealth Management Group, LLC 0.82% Reduce -0.1% 27,765 $1.6M
GAMMA Investing LLC 0.12% Add +6.0% 27,524 $1.6M
Heck Capital Advisors, LLC 0.18% Reduce -4.0% 27,503 $1.6M
Assetmark, Inc. 0.00% Reduce -25.2% 27,456 $1.6M
MFA Wealth Services 1.32% Add +17.0% 27,455 $1.6M
Pps&v Asset Management Consultants, Inc. 1.16% Reduce -1.2% 27,406 $1.6M
Prosperity Wealth Management, Inc. 0.75% Reduce -21.9% 27,331 $1.6M
WP Advisors, LLC 0.53% Add +0.3% 27,270 $1.6M
Blankinship & Foster, LLC 0.40% Add +20.6% 27,268 $1.6M
Vawter Financial, Ltd. 0.89% Add +7.8% 27,204 $1.6M
Operose Advisors LLC 0.53% Add +199.0% 27,194 $1.6M
Creekmur Asset Management LLC 0.33% Reduce -72.7% 27,144 $1.6M
KG Capital Management 0.51% Add +1.8% 27,135 $1.6M
Aaron Wealth Advisors LLC 0.18% Reduce -10.9% 27,104 $1.6M
Connors Investor Services Inc. 0.16% Add +0.4% 27,059 $1.6M
Crew Capital Management, Ltd 1.29% Reduce -60.2% 27,001 $1.6M
Integrity Alliance, Llc. 0.06% Add +80.0% 26,993 $1.6M
Amarillo National Bank 0.31% Add +1.8% 26,950 $1.6M
Trust Point Inc. 0.14% Add +73.0% 26,932 $1.6M
Cosner Financial Group, LLC 0.96% Add +1.7% 26,906 $1.6M
Florida Trust Wealth Management Co 0.05% Add +226.6% 26,818 $1.6M
VeraBank, N.A. 0.44% Reduce -0.1% 26,752 $1.6M
Fairvoy Private Wealth, LLC 0.43% Reduce -63.5% 26,692 $1.6M
Murphy, Middleton, Hinkle & Parker, Inc. 0.87% Add +0.1% 26,665 $1.6M
Factor Wealth Management LTD 0.48% Add +16.8% 26,593 $1.6M
Family Firm, Inc. 0.35% Reduce -2.6% 26,500 $1.5M
North Star Asset Management Inc. 0.07% Add +12.6% 26,412 $1.5M
First County Bank 0.85% Reduce -2.4% 26,353 $1.5M
Rothschild Wealth LLC 0.43% Add +1.6% 26,340 $1.5M
Guardian Wealth Advisors, LLC / NC 0.12% Reduce -6.3% 26,193 $1.5M
One Wealth Advisors, LLC 0.23% Reduce -1.5% 26,180 $1.5M
Schneider Downs Wealth Management Advisors, LP 0.28% Add +6.1% 26,179 $1.5M
Condor Capital Management 0.14% Reduce -6.2% 26,144 $1.5M
KWB Wealth 0.18% Reduce -0.5% 24,437 $1.5M
Zhang Financial LLC 0.08% Add +9.7% 26,016 $1.5M
Mine & Arao Wealth Creation & Management, LLC. 0.74% Reduce -0.1% 25,922 $1.5M
Tranquilli Financial Advisor LLC 0.95% Add +15.0% 25,845 $1.5M
GGM Financial LLC 1.03% Add +15.2% 25,750 $1.5M
Manhattan West Asset Management, LLC 0.38% Reduce -1.3% 25,714 $1.5M
Chapin Davis, Inc. 0.51% Reduce -4.7% 25,698 $1.5M
Sunbelt Securities, Inc. 0.13% Reduce -7.3% 25,695 $1.5M
MPWM Advisory Solutions, LLC 1.08% Add +422.5% 25,620 $1.5M
First Heartland Consultants, Inc. 0.15% Add +7.5% 25,530 $1.5M
Saxon Interests, Inc. 0.70% Add +10.3% 25,508 $1.5M
Wealth Effects LLC 0.62% Reduce -0.8% 25,460 $1.5M
Baron Financial Group, LLC 0.93% Reduce -1.6% 25,362 $1.5M
Madden Advisory Services, Inc. 0.69% Reduce -0.3% 25,358 $1.5M
Simplicity Wealth,LLC 0.11% Add +21.3% 25,269 $1.5M
SilverOak Wealth Management LLC 0.32% Add +50.7% 25,136 $1.5M
Peterson Wealth Advisors, LLC 0.28% Add +205.7% 28,017 $1.5M
626 Financial, LLC 0.75% Reduce -59.0% 25,052 $1.5M
Trustmark Bank Trust Department 0.11% Add +6.4% 25,039 $1.5M
Evensky & Katz LLC 0.10% Reduce -1.5% 25,030 $1.5M
K.J. Harrison & Partners Inc 0.28% Add +173.6% 24,900 $1.5M
Cora Capital Advisors LLC 0.70% Reduce -1.4% 24,875 $1.5M
Element Pointe Advisors, LLC 0.35% No change 24,837 $1.4M
Arete Wealth Advisors, LLC 0.11% Reduce -75.1% 24,722 $1.4M
Reynders McVeigh Capital Management, LLC 0.08% Reduce -0.3% 24,729 $1.4M
International Assets Investment Management, LLC 0.13% Reduce -15.0% 24,677 $1.4M
Alexis Investment Partners, LLC 0.69% Reduce -5.9% 24,665 $1.4M
Carrera Capital Advisors 0.32% Reduce -16.3% 24,578 $1.4M
MMBG Investment Advisors Co. 0.16% Add +132.0% 24,570 $1.4M
Bison Wealth, LLC 0.13% Add +107.3% 24,628 $1.4M
Octavia Wealth Advisors, LLC 0.17% Add +1.7% 24,428 $1.4M
International Private Wealth Advisors LLC 1.36% Add +3.8% 24,382 $1.4M
1900 Wealth Management LLC 0.12% Reduce -5.3% 24,371 $1.4M
Duncker Streett & Co. Inc. 0.28% No change 24,363 $1.4M
Grant/GrossMendelsohn, LLC 0.79% Reduce -9.1% 24,875 $1.4M
Winthrop Capital Management, LLC 0.39% Reduce -1.8% 24,097 $1.4M
Foundations Investment Advisors, LLC 0.03% Reduce -35.2% 24,084 $1.4M
Beam Wealth Advisors, Inc. 0.47% Add +6.2% 24,005 $1.4M
Richards, Merrill & Peterson, Inc. 0.73% Add +4.8% 23,986 $1.4M
Taylor & Morgan Wealth Management, LLC 1.05% Reduce -3.6% 23,826 $1.4M
GS Investments, Inc. 0.65% Reduce -1.3% 23,558 $1.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.33% No change 23,438 $1.4M
Capasso Planning Partners LLC 0.57% Reduce -2.5% 23,325 $1.4M
Fortis Group Advisors, LLC 0.26% Reduce -3.8% 23,322 $1.4M
Texas Bank & Trust Co 0.57% Reduce -7.0% 23,198 $1.4M
Calamos Wealth Management LLC 0.07% Add +2.6% 23,120 $1.3M
Ascent Group, LLC 0.06% Add +21.0% 23,072 $1.3M
PFG Investments, LLC 0.09% Add +36.5% 23,069 $1.3M
Trust Co. of Toledo NA 0.18% Reduce -1.9% 23,022 $1.3M
Pine Valley Investments Ltd Liability Co 0.09% Add +0.1% 22,963 $1.3M
CGN Advisors LLC 0.13% Add +11.4% 22,892 $1.3M
Pallas Capital Advisors LLC 0.06% Reduce -2.2% 22,849 $1.3M
United Bank 0.17% Reduce -0.2% 22,786 $1.3M
Orrstown Financial Services Inc. 0.32% Reduce -86.4% 22,753 $1.3M
IMA Advisory Services, Inc. 0.16% Add +0.2% 22,732 $1.3M
Marco Investment Management LLC 0.12% No change 22,635 $1.3M
Pacific Point Advisors, LLC 0.73% Add +6.7% 22,628 $1.3M
Dodds Wealth, LLC 0.43% Reduce -6.0% 22,467 $1.3M
Compound Planning, Inc. 0.06% Reduce -7.6% 22,467 $1.3M
Pinnacle Financial Group, LLC / IL 0.47% Add +0.0% 22,383 $1.3M
Clarendon Private LLC 1.37% Add +15.6% 22,174 $1.3M
Coordinated Financial Services, Inc. 1.00% — 22,115 $1.3M
Texas Capital Bancshares Inc 0.55% Add +2.1% 22,111 $1.3M
Keystone Financial Group 0.13% Reduce -1.2% 22,051 $1.3M
MWA Asset Management 0.89% Reduce -0.5% 22,027 $1.3M
Gradient Investments LLC 0.03% New 22,006 $1.3M
CWS Financial Advisors, LLC 0.41% Reduce -0.2% 21,989 $1.3M
Costello Asset Management, INC 0.52% Reduce -8.5% 21,978 $1.3M
PBMares Wealth Management LLC 0.26% Add +8.5% 21,887 $1.3M
Culbertson A N & Co. Inc. 0.20% Add +1.2% 21,869 $1.3M
Spirepoint Private Client, LLC 0.17% Reduce -2.3% 21,862 $1.3M
Dana Investment Advisors, Inc. 0.05% Reduce -0.9% 21,848 $1.3M
Smith Thornton Advisors LLC 0.79% Reduce -0.3% 21,823 $1.3M
Bearing Point Capital, LLC 0.27% No change 21,805 $1.3M
Wealthstream Advisors, Inc. 0.24% Reduce -3.2% 21,748 $1.3M
Ledyard National Bank 0.13% Add +1.1% 21,672 $1.3M
Sage Capital Management, LLC 0.69% Add +0.3% 21,646 $1.3M
Clearwater Capital Advisors, LLC 0.12% Reduce -8.1% 21,641 $1.3M
Brown, Lisle/Cummings, Inc. 0.37% Add +9.3% 21,637 $1.3M
Oarsman Capital, Inc. 0.23% Reduce -2.8% 21,634 $1.3M
Cynosure Group, LLC 0.17% Reduce -68.2% 21,633 $1.3M
Maxele Advisors, LLC 1.22% Reduce -1.1% 21,592 $1.3M
Kavar Capital Partners Group, LLC 0.21% No change 21,488 $1.3M
Tortoise Investment Management, LLC 0.13% No change 21,485 $1.3M
Invictus Private Wealth, LLC 0.10% Reduce -1.4% 21,464 $1.3M
Russell Investments Group, Ltd. 0.00% Add +8.4% 21,397 $1.2M
Arq Wealth Advisors, LLC 0.46% Reduce -9.8% 21,364 $1.2M
Tritonpoint Wealth, LLC 0.12% Reduce -1.1% 21,349 $1.2M
Wealth Management Partners, LLC 0.57% Reduce -0.0% 21,262 $1.2M
Disciplined Investments, LLC 0.57% Reduce -0.7% 21,155 $1.2M
Smartleaf Asset Management LLC 0.12% Add +7.4% 21,155 $1.2M
Legal & General Group Plc 0.00% Add +12.2% 21,100 $1.2M
Shakespeare Wealth Management, LLC 0.33% Reduce -3.8% 21,049 $1.2M
Motive Wealth Advisors 0.66% Reduce -10.1% 21,007 $1.2M
Diversify Wealth Management, LLC 0.09% Add +0.2% 21,371 $1.2M
Tru Independence Asset Management 2, LLC 0.91% Add +34.8% 20,851 $1.2M
Strata Wealth Advisors, LLC 0.38% Add +33.3% 20,820 $1.2M
Watershed Private Wealth LLC 0.48% Add +16.1% 20,767 $1.2M
Carolinas Wealth Consulting LLC 0.26% Add +4.0% 20,767 $1.2M
Stonebridge Financial Group, LLC 0.13% Add +17.8% 20,761 $1.2M
S.A. Mason LLC 0.64% Add +4.9% 20,678 $1.2M
First Foundation Advisors 0.05% Add +0.0% 20,631 $1.2M
Salem Investment Counselors Inc. 0.04% Reduce -34.0% 20,628 $1.2M
Correct Capital Wealth Management 0.24% No change 20,627 $1.2M
Triad Wealth Partners, LLC 0.37% Reduce -42.4% 20,578 $1.2M
Sapient Capital LLC 0.02% Add +0.5% 20,530 $1.2M
Creekside Partners 0.63% Add +0.2% 20,474 $1.2M
North Berkeley Wealth Management, LLC 1.24% Add +7.9% 20,434 $1.2M
Avantax Planning Partners, Inc. 0.04% Reduce -1.6% 20,293 $1.2M
WealthShield Partners, LLC 0.15% Add +45.8% 20,248 $1.2M
Lansing Street Advisors 0.39% Add +0.1% 20,189 $1.2M
Confluence Wealth Services, Inc. 0.07% Reduce -7.5% 21,168 $1.2M
Essex Bank 0.29% No change 20,188 $1.2M
PAX Financial Group, LLC 0.21% Add +0.7% 20,176 $1.2M
Continuum Wealth Advisors, LLC 0.60% No change 20,145 $1.2M
Legacy Advisors, LLC 0.12% Reduce -1.8% 19,994 $1.2M
Continental Investors Services, Inc. 2.31% Add +3.9% 19,847 $1.2M
Argentarii, LLC 0.57% Add +10.4% 19,850 $1.2M
Allen Capital Group, LLC 0.13% Add +1.5% 19,768 $1.2M
Ruggaard & Associates LLC 0.50% Reduce -0.1% 19,700 $1.1M
Thrive Wealth Management, LLC 0.22% Reduce -3.8% 19,641 $1.1M
First National Advisers, LLC 0.18% Reduce -5.6% 19,636 $1.1M
Koesten, Hirschmann & Crabtree, INC. 0.66% No change 19,610 $1.1M
Spinnaker Trust 0.07% Add +2.4% 19,583 $1.1M
Pinnacle Family Advisors, LLC 0.62% Add +0.6% 19,561 $1.1M
Sfm, LLC 0.84% Reduce -8.5% 19,506 $1.1M
Cassaday & Co Wealth Management LLC 0.03% Add +27.4% 19,380 $1.1M
NCM Capital Management, LLC 0.51% No change 19,339 $1.1M
Ameliora Wealth Management Ltd. 0.42% Reduce -5.0% 19,285 $1.1M
City National Bank of Florida 1.01% Add +2.0% 19,212 $1.1M
Tempus Wealth Planning, LLC 0.33% Add +12.6% 19,050 $1.1M
CLG LLC 0.38% Reduce -21.3% 18,991 $1.1M
Fisher Asset Management 0.00% Add +6.0% 18,990 $1.1M
Lincoln Capital LLC 0.23% Add +1.9% 20,150 $1.1M
Fortune Financial Advisors, LLC 0.95% Reduce -1.6% 18,846 $1.1M
William Mack & Associates, Inc. 0.94% No change 18,839 $1.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.18% Add +13.7% 18,819 $1.1M
Midland Wealth Advisors, LLC 0.06% Add +13.6% 18,769 $1.1M
Compass Ion Advisors, LLC 0.13% Reduce -13.0% 18,761 $1.1M
Insigneo Advisory Services, LLC 0.11% Reduce -6.1% 18,755 $1.1M
Mma Asset Management LLC 0.46% Reduce -0.3% 18,733 $1.1M
Conservest Capital Advisors, Inc. 0.11% Add +30.4% 18,728 $1.1M
Kera Capital Partners, Inc. 0.32% Add +15.8% 18,702 $1.1M
Pioneer Trust Bank N A 0.29% No change 18,700 $1.1M
Ritholtz Wealth Management 0.03% Add +58.7% 18,520 $1.1M
Gemmer Asset Management LLC 0.11% Reduce -0.9% 18,513 $1.1M
Bernard Wealth Management Corp. 0.53% Reduce -1.4% 18,489 $1.1M
Greenwich Wealth Management LLC 0.08% Reduce -0.1% 18,450 $1.1M
Johnson & White Wealth Management, LLC 0.60% Add +1.0% 18,431 $1.1M
Tudor Financial Inc. 0.64% Add +0.1% 18,403 $1.1M
Princeton Global Asset Management LLC 0.21% Reduce -4.9% 18,319 $1.1M
Round Rock Advisors LLC 0.20% Reduce -3.6% 18,279 $1.1M
LaSalle St. Investment Advisors, LLC 0.25% Add +22.4% 18,277 $1.1M
Edgemoor Investment Advisors, Inc. 0.10% Reduce -5.8% 18,238 $1.1M
Wooster Corthell Wealth Management, Inc. 0.22% Reduce -0.5% 18,219 $1.1M
Patriot Investment Management Group, Inc. 0.08% Reduce -0.4% 18,180 $1.1M
Arlington Trust Co LLC 0.22% No change 18,160 $1.1M
Basepoint Wealth LLC 0.82% Add +0.1% 18,068 $1.1M
Empirical Asset Management, LLC 0.36% Reduce -96.0% 18,050 $1.1M
Allie Family Office LLC 0.58% Add +7.4% 18,011 $1.1M
Tsfg, LLC 0.21% Add +1.7% 17,970 $1.0M
Huntleigh Advisors, Inc. 0.17% Reduce -3.6% 17,942 $1.0M
Cypress Capital Group 0.14% Reduce -2.5% 17,942 $1.0M
Pointe Capital Management LLC 0.61% Reduce -2.7% 17,890 $1.0M
Godsey & Gibb, Inc. 0.10% Add +4.1% 17,869 $1.0M
Wealth Quarterback LLC 0.59% Reduce -70.1% 17,839 $1.0M
Venturi Wealth Management, LLC 0.05% Reduce -8.1% 17,820 $1.0M
MBA Advisors LLC 0.51% Add +0.1% 17,799 $1.0M
Ethos Financial Group, LLC 0.10% No change 17,145 $1.0M
Focus Financial Network, Inc. 0.04% Add +19.9% 17,733 $1.0M
GW&K Investment Management, LLC 0.01% Add +25.9% 17,724 $1.0M
Cornerstone Wealth Group, LLC 0.09% Add +1.8% 17,675 $1.0M
Collective Family Office LLC 0.28% Reduce -1.4% 17,665 $1.0M
Northeast Financial Consultants Inc 0.05% Add +0.0% 17,653 $1.0M
Tufton Capital Management 0.20% Add +1.7% 17,645 $1.0M
Mogy Joel R Investment Counsel Inc. 0.07% Reduce -5.9% 17,625 $1.0M
Willner & Heller, LLC 0.95% Reduce -0.8% 17,569 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -9.8% 17,549 $1.0M
Colorado Capital Management, Inc. 0.48% Add +0.4% 17,494 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.48% Reduce -2.6% 16,962 $1.0M
GDS Wealth Management 0.09% Add +7.8% 17,412 $1.0M
FF Advisors,LLC 0.58% Add +20.3% 17,419 $1.0M
Motco 0.11% Add +11.4% 17,287 $1.0M
Davidson Investment Advisors 0.05% No change 17,155 $1.0M
Garrison Point Advisors, LLC 0.48% Add +17.3% 17,125 $999K
Private Wealth Group, LLC 0.59% Reduce -61.4% 17,095 $997K
Bright Futures Wealth Management, LLC. 1.10% Reduce -0.4% 18,582 $996K
LVM Capital Management Ltd. 0.11% Reduce -0.3% 16,982 $991K
OneAscent Family Office, LLC 0.92% New 16,878 $990K
Wolff Wiese Magana LLC 0.67% Add +11.9% 16,851 $983K
Certuity, LLC 0.10% Add +123.6% 16,718 $983K
Invenio Wealth Partners LLC 0.41% No change 16,785 $979K
Ascentis Wealth Management, LLC 0.31% Add +14922.5% 16,675 $979K
Summit X, LLC 0.21% Reduce -0.8% 16,770 $979K
Buttonwood Financial Advisors Inc. 0.43% Reduce -9.7% 16,750 $977K
TFG Advisers LLC 0.35% Reduce -0.2% 16,678 $973K
Basso Capital Management, L.P. 0.83% Add +301.7% 16,670 $973K
Howland Capital Management LLC 0.04% No change 16,665 $972K
Washington Trust Advisors, Inc. 0.09% Reduce -0.8% 16,624 $970K
Appleton Partners Inc. 0.07% Reduce -1.5% 16,627 $970K
PSI Advisors, LLC 0.31% Reduce -30.3% 16,585 $968K
WBH Advisory Inc. 0.09% Reduce -12.5% 16,546 $965K
MV Capital Management, Inc. 0.10% Add +5.8% 16,544 $965K
High Note Wealth, LLC 0.24% Reduce -1.8% 16,480 $962K
Evanson Asset Management, LLC 0.07% Add +0.1% 16,433 $959K
Kathleen S. Wright Associates Inc. 0.39% Add +11.4% 16,263 $949K
Charter Oak Capital Management, LLC 0.09% Add +10.8% 16,225 $947K
Arax Advisory Partners 0.06% Add +0.8% 16,200 $945K
Cowa, LLC 0.40% Reduce -47.7% 16,171 $944K
Clearstead Trust, LLC 0.21% Add +0.3% 16,157 $943K
Weaver Consulting Group 0.28% Reduce -1.5% 16,120 $941K
Traphagen Investment Advisors LLC 0.10% Reduce -0.4% 16,107 $940K
Gerber, LLC 0.78% Reduce -11.1% 16,050 $937K
Verus Capital Partners, LLC 0.09% Add +3.0% 16,004 $934K
Prosperity Consulting Group, LLC 0.07% Add +31.5% 15,989 $933K
Magnolia Capital Advisors LLC 0.25% Reduce -1.6% 15,732 $918K
One Capital Management, LLC 0.03% Reduce -7.7% 15,658 $914K
Modern Wealth Management, LLC 0.03% Add +26.8% 15,658 $914K
Westhampton Capital, LLC 0.50% Add +1.0% 15,655 $913K
Founders Financial Alliance, LLC 0.22% Add +68.3% 15,633 $912K
JMG Financial Group, Ltd. 0.03% Reduce -9.6% 15,618 $911K
Cobblestone Capital Advisors LLC 0.05% Add +2.4% 15,563 $908K
Lakeridge Wealth Management LLC 0.45% Add +7.4% 15,546 $907K
Financial Synergies Wealth Advisors, Inc. 0.11% Reduce -2.3% 15,541 $907K
Warren Street Wealth Advisors, LLC 0.35% No change 15,490 $904K
Samalin Investment Counsel, LLC 0.37% Add +3.2% 15,455 $902K
Arvest Bank Trust Division 0.06% No change 15,446 $901K
Anchor Investment Management, LLC 0.08% No change 15,440 $901K
Texas Yale Capital Corp. 0.04% Add +11.2% 15,436 $901K
Old Port Advisors 0.27% Reduce -12.2% 15,410 $899K
Retirement Planning Group, LLC 0.04% Reduce -0.7% 15,376 $897K
Hollencrest Capital Management 0.04% Add +0.0% 15,179 $886K
HFG Advisors, Inc. 0.76% No change 15,160 $885K
Optivise Advisory Services LLC 0.50% Add +0.3% 15,141 $883K
Ipswich Investment Management Co., Inc. 0.22% Reduce -0.3% 15,095 $881K
Principle Wealth Partners LLC 0.06% No change 15,093 $881K
Beacon Investment Advisory Services, Inc. 0.04% Add +13.5% 15,059 $879K
SteelPeak Wealth, LLC 0.04% Reduce -1.5% 15,032 $877K
SG Americas Securities, LLC 0.00% Reduce -83.6% 15,000 $875K
Marshall Financial Group, LLC 0.19% Reduce -6.4% 14,989 $875K
Nemes Rush Group LLC 0.11% Reduce -3.2% 14,987 $875K
Thompson Investment Management, Inc. 0.13% Add +5.0% 14,981 $874K
Philip James Wealth Mangement, LLC 0.11% Reduce -5.3% 14,976 $874K
Signature Estate & Investment Advisors LLC 0.02% Reduce -8.4% 14,921 $871K
Roberts Financial Services LLC 0.17% Add +1.9% 14,921 $871K
Sheaff Brock Investment Advisors, LLC 0.08% Add +11.1% 14,915 $870K
Demars Financial Group, LLC 0.37% Reduce -3.3% 14,881 $868K
Freestone Capital Holdings, LLC 0.03% Reduce -5.0% 14,790 $863K
Invesco Ltd. 0.00% Reduce -0.3% 14,681 $857K
Kooman & Associates 0.31% Add +1.1% 14,665 $856K
Retirement Wealth Solutions LLC 0.69% Add +0.1% 14,637 $854K
Private Wealth Management Group, LLC 0.32% No change 14,635 $854K
Peak Planning Group, LLC 0.36% Reduce -5.6% 14,607 $852K
Interchange Capital Partners, LLC 0.24% Add +0.8% 14,566 $850K
Droms Strauss Advisors Inc. /Mo/ 0.29% Add +0.0% 14,548 $849K
Asset Allocation & Management Company, LLC 0.43% No change 14,467 $844K
OneAscent Financial Services LLC 0.06% Add +90.8% 14,470 $844K
Fiduciary Advisors, Inc. 0.83% Reduce -0.4% 14,461 $844K
Wells Financial Advisors INC 1.16% No change 14,450 $843K
Investment Research & Advisory Group, Inc. 0.35% Reduce -88.4% 14,447 $843K
Wealth Dimensions Group, Ltd. 0.20% Add +0.0% 14,392 $840K
Carret Asset Management, LLC 0.09% Add +1.4% 14,287 $834K
Occidental Asset Management, LLC 0.13% Add +106.2% 14,201 $829K
Victory Financial Group, LLC 0.16% Reduce -19.0% 14,200 $829K
Towerpoint Wealth, LLC 0.41% Add +71.1% 14,166 $827K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -1.5% 14,136 $825K
CCG Wealth Management, LLC 0.49% No change 14,123 $824K
B&D White Capital Company, LLC 0.12% Add +21.8% 14,105 $823K
Waters Parkerson & Co., LLC 0.04% Add +6.7% 14,065 $821K
Pin Oak Investment Advisors Inc. 0.62% No change 809 $818K
Dearborn Partners LLC 0.04% Add +11.7% 13,991 $816K
Highland Capital Management, LLC 0.05% No change 13,980 $816K
Trueblood Wealth Management, LLC 0.38% Add +20.3% 13,956 $814K
Capital Advisors Wealth Management, LLC 0.14% Reduce -0.3% 13,925 $813K
Becker Capital Management Inc. 0.03% Add +1.9% 13,835 $807K
SC&H Financial Advisors, Inc. 0.16% Add +0.1% 13,788 $805K
Narwhal Capital Management 0.07% No change 13,780 $804K
Chatham Capital Group, Inc. 0.13% Add +0.2% 13,770 $803K
North Star Investment Management Corp. 0.06% Reduce -8.0% 13,740 $802K
CPC Advisors, LLC 0.11% Add +1.9% 13,687 $799K
ZWJ Investment Counsel Inc. 0.03% Add +7.8% 13,660 $797K
Proactive Wealth Strategies LLC 0.42% Reduce -0.0% 13,654 $797K
Brookmont Capital Management 0.45% Reduce -6.0% 13,631 $795K
Fort Point Capital Partners LLC 0.09% Add +42.1% 13,572 $792K
Hollow Brook Wealth Management LLC 0.23% Reduce -17.6% 13,565 $792K
Next Level Private LLC 0.29% Reduce -1.0% 13,565 $791K
Sepio Capital, LP 0.06% Add +0.1% 13,533 $790K
BridgePort Financial Solutions, LLC 0.36% Add +15.4% 13,532 $790K
S.E.E.D. Planning Group LLC 0.27% Reduce -7.0% 13,497 $788K
XY Planning Network, Inc. 0.52% Reduce -74.1% 13,487 $787K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -4.7% 13,444 $783K
Truepoint, Inc. 0.02% Add +18.1% 13,385 $781K
Glen Eagle Advisors, LLC 0.13% Add +2.1% 13,365 $780K
Rosenblum Silverman Sutton S F Inc. 0.21% Add +0.1% 13,365 $780K
Talon Private Wealth, LLC 0.10% Reduce -16.1% 13,301 $776K
Meadow Creek Wealth Advisors LLC 0.58% Reduce -23.7% 13,289 $775K
Koss-Olinger Consulting, LLC 0.07% New 13,258 $774K
Laurel Wealth Advisors LLC 0.12% Reduce -10.1% 13,256 $773K
EnRich Financial Partners LLC 0.26% Add +0.0% 13,214 $771K
Ascentis Independent Advisors 0.15% Add +2.7% 13,187 $769K
Stonebrook Private Inc. 0.20% Add +44.4% 13,173 $769K
Boyd Watterson Asset Management LLC 0.25% No change 13,172 $769K
Sovran Advisors, LLC 0.10% Reduce -8.9% 13,986 $767K
Uptown Financial Advisors LLC 0.79% No change 13,142 $767K
Crews Bank & Trust 0.13% Reduce -0.4% 13,137 $767K
Valued Retirements, Inc. 1.01% Add +29.4% 13,111 $765K
Shepherd Financial Partners LLC 0.09% Add +1.2% 13,099 $764K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -6.8% 13,043 $761K
Massachusetts Financial Services Co. 0.00% New 13,037 $761K
Pacific Sun Financial Corp 0.43% Add +0.2% 13,001 $759K
Wealthgarden F.S. LLC 0.73% No change 12,975 $757K
OMNI 360 Wealth, Inc. 0.51% Reduce -0.1% 12,954 $756K
Csenge Advisory Group 0.04% Add +5.5% 13,779 $756K
Signaturefd, LLC 0.01% Reduce -21.5% 12,948 $756K
Seelaus Asset Management LLC 0.73% Reduce -7.7% 12,906 $753K
Yarger Wealth Strategies, LLC 0.44% Reduce -1.3% 12,891 $752K
Diversified Enterprises, LLC 0.06% Reduce -1.9% 12,848 $750K
Integrated Capital Management, LLC 0.41% Add +147.1% 12,779 $746K
Pinney & Scofield, Inc. 0.54% No change 12,780 $746K
Innovative Wealth Building LLC 0.69% Add +2.8% 12,779 $746K
Sovereign Financial Group, Inc. 0.17% Reduce -8.4% 12,759 $744K
NFSG Corp 0.18% Add +2905.7% 12,744 $744K
Hilltop Wealth Advisors, LLC 0.42% Add +6.7% 12,662 $739K
Sage Capital Advisors,llc 0.19% Add +0.3% 12,645 $738K
NWK Group, Inc. 0.34% Add +6.0% 12,597 $735K
Warner Financial, Inc. 0.33% Add +5.6% 12,591 $735K
Courage Miller Partners, LLC 0.25% Add +2.4% 12,591 $735K
Westmount Partners, LLC 0.22% Add +1.1% 12,533 $731K
Thomasville National Bank 0.05% Add +2.5% 12,443 $726K
Primoris Wealth Advisors, LLC 0.56% Add +6.4% 12,433 $725K
Walled Lake Planning & Wealth Management, LLC 0.26% Reduce -0.1% 12,433 $725K
Wingate Wealth Advisors, Inc. 0.83% Reduce -3.1% 12,417 $725K
Sweeney & Michel, LLC 0.32% — 14,140 $723K
XTX Topco Ltd 0.04% Reduce -26.3% 12,391 $723K
TL Private Wealth 0.36% Add +0.8% 14,108 $722K
Columbia Bank 0.25% Add +0.6% 12,365 $721K
Hoxton Planning & Management, LLC 0.28% Reduce -1.8% 12,364 $721K
Alerus Financial NA 0.06% No change 12,350 $721K
Quotient Wealth Partners, LLC 0.02% Reduce -0.6% 12,348 $721K
Bayesian Capital Management, LP 0.12% New 12,300 $718K
Fortress Financial Group, LLC 0.72% Add +2.5% 12,293 $717K
Riverchase Wealth Management, LLC 0.50% No change 12,280 $717K
Objective Capital Management, LLC 0.91% Reduce -59.2% 12,267 $716K
Brookwood Investment Group LLC 0.12% — 12,194 $712K
Clear Harbor Asset Management, LLC 0.06% Add +32.4% 12,193 $711K
Relyea Zuckerberg Hanson LLC 0.10% Add +0.3% 12,172 $710K
Rakuten Investment Management, Inc. 0.00% — 12,165 $708K
Cambridge Capital Management, LLC 0.45% Reduce -0.7% 12,121 $707K
ABLE Financial Group, LLC 0.20% Reduce -1.3% 12,111 $707K
Oakwell Private Wealth Management, LLC 0.20% Add +4.8% 12,110 $707K
Equita Financial Network, Inc. 0.25% Add +50.6% 12,109 $707K
TriaGen Wealth Management LLC 0.25% Add +19.9% 12,100 $706K
SFG Wealth Management, LLC. 0.34% Add +1.3% 12,079 $705K
Swmg, LLC 0.28% Reduce -6.2% 12,452 $705K
Security National Bank 0.13% Add +1.7% 12,051 $703K
Balefire, LLC 0.24% New 12,046 $703K
Financial Insights, Inc. 0.28% Add +14.5% 12,003 $700K
Fishman Jay A Ltd. 0.08% Reduce -22.6% 12,000 $700K
EagleClaw Capital Managment, LLC 0.11% No change 11,990 $700K
Shelton Wealth Management, LLC 0.40% Reduce -2.8% 11,977 $699K
Gateway Wealth Partners, LLC 0.16% Add +22.7% 11,964 $698K
Cathy Pareto & Associates, Inc. 0.62% Add +46.8% 11,952 $697K
F/m Investments LLC 0.03% Reduce -1.7% 11,935 $696K
Luminvest Wealth Management LLC 0.29% No change 11,914 $695K
Bragg Financial Advisors, Inc 0.03% Add +9.2% 11,913 $695K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.7% 11,910 $695K
Panoramic Investment Advisors, LLC 0.47% Reduce -1.6% 11,905 $695K
Horizons Wealth Management 0.52% Reduce -1.7% 11,864 $692K
Investment Management Corp. /Va/ 0.62% New 11,854 $692K
Cardiff Park Advisors, LLC 0.07% Add +0.1% 11,823 $690K
Nicolet Bankshares Inc. 0.14% Reduce -0.1% 11,814 $689K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -5.3% 11,788 $688K
Centricity Wealth Management, LLC 0.62% Add +1.3% 11,778 $687K
Maltin Wealth Management, Inc. 0.32% Add +5.6% 11,766 $687K
McRae Capital Management Inc. 0.14% Add +1.1% 11,760 $686K
BKM Wealth Management, LLC 0.28% Reduce -1.8% 11,747 $685K
Northwest Capital Management Inc 0.28% Add +57.7% 11,743 $685K
Keystone Wealth Services, LLC 0.19% Reduce -0.6% 11,741 $685K
Seneca House Advisors 0.29% Add +0.1% 11,717 $684K
Intergy Private Wealth, LLC 0.26% Reduce -0.4% 11,695 $682K
Somerset Trust Co 0.24% Reduce -10.3% 11,691 $682K
M.E. Allison & Co., Inc. 0.67% Add +0.3% 11,668 $681K
GeoWealth Management, LLC 0.03% Reduce -0.5% 11,662 $680K
Fusion Family Wealth, LLC 0.06% Add +2.0% 11,656 $680K
Waterloo Capital, L.P. 0.06% Add +3.5% 11,651 $680K
Brandywine Oak Private Wealth LLC 0.07% Reduce -0.2% 11,650 $680K
Emprise Bank 0.36% Reduce -0.8% 11,637 $679K
Clearbridge Investments, LLC 0.00% Add +1.1% 11,605 $677K
Morris Financial Concepts, Inc. 0.28% Reduce -2.6% 11,585 $676K
First National Bank Sioux Falls 0.27% No change 11,569 $675K
Central Pacific Bank - Trust Division 0.10% No change 11,525 $672K
Global Wealth Strategies & Associates 0.20% Reduce -4.8% 11,499 $671K
Future You Wealth LLC 0.43% New 11,471 $669K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +6.3% 11,457 $669K
American State Bank (Iowa) 0.40% No change 11,407 $666K
Slow Capital, Inc. 0.09% No change 11,395 $665K
Tilia Fiduciary Partners, Inc. 0.44% Add +0.6% 11,395 $665K
Shufro Rose & Co. LLC 0.05% Add +0.6% 11,360 $663K
Kwmg, LLC 0.07% Add +0.3% 11,345 $662K
Archvest Wealth Advisors, Inc. 0.55% Reduce -5.7% 11,322 $661K
KFG Wealth Management, LLC 0.12% Reduce -0.6% 11,304 $660K
Falcon Wealth Planning 0.07% Reduce -4.5% 11,257 $657K
Sharkey, Howes & Javer 0.09% Reduce -9.7% 11,248 $656K
Graybill Wealth Management, LTD. 0.22% — 11,235 $656K
Tennessee Valley Asset Management Partners 0.11% Add +2.4% 11,189 $653K
Adirondack Trust Co. 0.26% Reduce -0.1% 11,185 $653K
Clarkston Capital Partners, LLC 0.01% No change 11,125 $649K
Plancorp, LLC 0.03% Reduce -4.3% 11,124 $649K
Wallace Advisory Group, LLC 0.45% Add +4.7% 10,407 $648K
Stanley-Laman Group, Ltd. 0.10% Add +14.2% 11,092 $647K
Tyche Wealth Partners LLC 0.14% Add +5.4% 11,091 $647K
Stephens Consulting, LLC 0.16% Reduce -9.7% 11,067 $646K
Ironwood Investment Counsel, LLC 0.11% No change 11,035 $644K
Summit Asset Management, LLC 0.11% Reduce -3.7% 11,016 $643K
J. W. Coons Advisors, LLC 0.17% Add +0.0% 11,011 $642K
Marathon Strategic Advisors, LLC 0.69% No change 11,009 $642K
Clarity Capital Advisors, LLC 0.42% No change 10,981 $641K
PGIM Custom Harvest LLC 0.02% Reduce -26.1% 10,971 $640K
Planned Solutions, Inc. 0.26% Add +0.2% 10,945 $639K
New Insight Wealth Advisors 0.29% Reduce -8.8% 10,930 $638K
SeaCrest Wealth Management, LLC 0.07% Add +1.5% 10,793 $630K
Legacy Financial Group LLC 0.10% Reduce -6.3% 10,772 $629K
Olde Wealth Management, LLC 0.22% No change 10,776 $628K
Next Level Wealth Planning, LLC 0.47% Add +0.0% 10,738 $627K
Key Financial Inc 0.14% Reduce -4.3% 10,723 $626K
Strategies Wealth Advisors, LLC 0.08% Reduce -2.9% 10,718 $625K
Root Financial Partners, LLC 0.07% Reduce -25.6% 10,712 $625K
Carl P. Sherr & Co., LLC 0.34% No change 10,704 $625K
Whitaker-Myers Wealth Managers, LTD. 0.17% Reduce -25.2% 10,695 $624K
Keystone Financial Services, LLC 0.53% Reduce -3.8% 10,681 $623K
LPWM LLC 0.20% Add +190.3% 10,679 $623K
Weatherly Asset Management L. P. 0.06% No change 10,677 $623K
Checchi Capital Advisers, LLC 0.04% No change 10,635 $621K
Opus Capital Group, LLC 0.08% Add +0.2% 10,625 $620K
HHM Wealth Advisors, LLC 0.08% Reduce -0.0% 10,620 $620K
Uptick Partners, LLC 0.21% Reduce -1.7% 10,570 $617K
SIMA Wealth Partners, LLC 0.51% Reduce -1.9% 10,539 $615K
Williams Jones Wealth Management, LLC. 0.01% No change 10,520 $614K
Sound View Wealth Advisors Group, LLC 0.05% Add +19.9% 10,519 $614K
Elk River Wealth Management LLC 0.11% Reduce -0.9% 10,515 $614K
Red Door Wealth Management, LLC 0.09% Reduce -15.0% 10,497 $612K
FourThought Financial Partners, LLC 0.06% Reduce -1.5% 10,489 $612K
Delta Financial Group, Inc. 0.14% Add +4.0% 10,151 $612K
Larson Financial Group LLC 0.03% Add +32.8% 10,488 $612K
Dagco, Inc. 0.20% Reduce -5.2% 10,485 $612K
Legacy Bridge, LLC 0.34% Add +76.0% 10,422 $608K
Pandora Wealth, Inc. 0.40% — 10,378 $606K
FSB Premier Wealth Management, Inc. 0.24% Add +0.5% 10,365 $605K
First Manhattan Co. Llc. 0.00% No change 10,347 $604K
Juncture Wealth Strategies, LLC 0.23% No change 10,324 $602K
Howard Wealth Management, LLC 0.33% Reduce -0.7% 10,299 $601K
Innealta Capital, LLC 0.33% Reduce -10.0% 10,250 $598K
Oak Asset Management, LLC 0.22% Reduce -0.2% 10,240 $598K
American Money Management, LLC 0.11% Reduce -0.6% 10,231 $597K
Insight Inv LLC 0.41% Add +5.7% 10,230 $597K
Jackson Hole Capital Partners, LLC 0.12% Reduce -0.1% 10,200 $595K
LM Advisors LLC 0.11% Add +7.9% 10,205 $595K
Romano Brothers and Company 0.08% No change 10,149 $592K
Apriem Advisors 0.07% Reduce -17.6% 10,145 $592K
Crowley Wealth Management, Inc. 0.56% Reduce -6.9% 10,136 $591K
Ballast, Inc. 0.17% No change 10,123 $591K
Integrated Investment Consultants, LLC 0.12% New 10,081 $588K
Code Waechter LLC 0.48% Add +21.1% 10,080 $588K
Indiana Trust & Investment Management Co 0.21% Reduce -1.1% 10,060 $587K
FSA Wealth Management LLC 0.25% Add +3.7% 1,042 $586K
Eight 31 Financial, LLC 0.38% Add +17.2% 10,036 $586K
Inlight Wealth Management, LLC 0.36% New 10,027 $585K
Sawgrass Asset Management LLC 0.07% Reduce -22.1% 9,975 $582K
Powell Investment Advisors, LLC 0.29% Add +24.4% 9,972 $582K
Paladin Advisory Group, LLC 0.46% Reduce -5.0% 9,955 $581K
Blue Trust, Inc. 0.01% Add +7.2% 9,900 $578K
Aviance Capital Partners, LLC 0.08% Reduce -2.0% 9,885 $577K
Clark Capital Management Group, Inc. 0.00% Reduce -9.0% 9,867 $576K
Guyasuta Investment Advisors Inc. 0.04% Add +0.5% 9,865 $576K
Eq LLC 0.27% Reduce -0.8% 9,850 $575K
Alta Wealth Advisors LLC 0.26% Reduce -0.1% 9,831 $574K
Gen-Wealth Partners Inc 0.24% No change 9,830 $574K
SGL Investment Advisors, Inc. 0.30% Add +23.8% 9,707 $572K
United Advisor Group, LLC 0.12% Reduce -1.4% 9,770 $570K
DF Dent & Co. Inc. 0.01% New 9,750 $569K
Farmers National Bank 0.16% Add +5.9% 9,743 $569K
Mitchell Capital Management Co. 0.11% Reduce -6.4% 9,711 $567K
Pinnacle Wealth Management Group, Inc. 0.39% Add +47.3% 9,665 $564K
BCS Wealth Management 0.14% Add +0.6% 9,643 $563K
Athena Investment Management 0.34% Reduce -0.1% 9,641 $563K
Camarda Financial Advisors, LLC 0.25% Add +55.5% 9,602 $560K
Toronto Dominion Bank 0.00% New 9,607 $560K
Hobbs Group Advisors, LLC 0.21% Reduce -2.1% 9,572 $559K
Plante Moran Financial Advisors, LLC 0.05% Reduce -25.7% 9,568 $558K
Canvas Wealth Advisors, LLC 0.14% Add +48.2% 10,125 $556K
Tme Financial, Inc. 0.48% Add +0.7% 9,499 $554K
Burney Co./ 0.02% Add +13.1% 9,495 $554K
Mill Creek Capital Advisors, LLC 0.01% Reduce -12.3% 9,473 $553K
ARS Investment Partners, LLC 0.05% No change 8,863 $552K
Johnson Bixby & Associates, LLC 0.08% Reduce -2.1% 9,418 $550K
Invst, LLC 0.07% Reduce -96.7% 9,404 $549K
Private Wealth Partners, LLC 0.05% Reduce -12.7% 9,400 $548K
Safeguard Financial, LLC 0.12% Add +5.5% 9,398 $548K
Albion Financial Group 0.04% Add +21.1% 9,397 $548K
Whalerock Point Partners, LLC 0.13% Add +37.8% 9,395 $548K
Bath Savings Trust Co 0.06% Reduce -9.2% 9,388 $548K
Centurion Wealth Management LLC 0.17% No change 8,745 $545K
Meridian Investment Counsel Inc. 0.16% No change 9,315 $544K
Stone House Investment Management, LLC 0.11% Add +20.1% 9,270 $541K
Lam Group, Inc. 0.40% No change 9,250 $540K
Balboa Wealth Partners 0.13% Add +2.9% 9,233 $539K
Main Street Financial Solutions, LLC 0.05% Reduce -51.0% 9,228 $538K
Zullo Investment Group, Inc. 0.23% Reduce -5.1% 9,221 $538K
Global Trust Asset Management, LLC 0.33% Reduce -89.7% 9,208 $537K
Prasad Wealth Partners, LLC 0.18% Add +0.3% 9,198 $537K
Clear Creek Financial Management, LLC 0.06% Add +66.2% 9,197 $537K
Running Point Capital Advisors, LLC 0.17% No change 9,185 $536K
Goodman Financial Corp 0.12% No change 9,165 $535K
Austin Private Wealth, LLC 0.05% Reduce -15.2% 9,152 $534K
180 Wealth Advisors, LLC 0.09% Reduce -0.6% 9,138 $533K
Melone Private Wealth, LLC 0.28% Reduce -5.6% 9,115 $532K
Absolute Capital Management, LLC 0.31% Reduce -4.5% 9,112 $532K
Adaptive Financial Consulting, LLC 0.23% Add +0.1% 9,098 $531K
Richardson Financial Services Inc. 0.40% No change 9,063 $529K
Beacon Financial Advisory LLC 0.16% New 9,063 $529K
CVFG LLC 0.48% Reduce -10.6% 9,052 $528K
Lazard Freres Gestion S.A.S. 0.01% No change 9,050 $528K
Canandaigua National Trust Co of Florida 0.47% Reduce -1.0% 9,045 $528K
Peachtree Investment Partners, LLC 0.21% Reduce -0.6% 9,042 $528K
MRWM Advisors, LLC 0.36% Add +0.2% 8,984 $524K
Patton Albertson Miller Group, LLC 0.08% Reduce -1.1% 8,960 $523K
Sierra Summit Advisors LLC 0.11% Reduce -3.4% 8,950 $522K
Allstate Corp. 0.02% New 8,950 $522K
Spectrum Asset Management, Inc. (NB/CA) 0.23% Reduce -78.5% 8,933 $521K
Prosperity Planning, Inc. 0.23% No change 8,908 $520K
Kovack Advisors, Inc. 0.05% Add +29.4% 8,874 $518K
Vista Investment Partners Ii, LLC 0.29% Reduce -0.4% 8,863 $517K
New Republic Capital, LLC 0.22% Add +267.1% 8,848 $516K
Sandhill Capital Partners LLC 0.04% Add +4.0% 8,816 $514K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -6.0% 8,789 $513K
Sterling Investment Advisors, Ltd. 0.12% Reduce -2.2% 8,755 $511K
Spirit of America Management Corp. 0.10% Reduce -0.6% 8,754 $511K
Wick Capital Partners, LLC 0.15% Add +0.0% 8,714 $508K
Inspire Advisors, LLC 0.06% Reduce -15.5% 8,688 $507K
Oxinas Partners, LLC 0.30% No change 8,685 $507K
Fermata Advisors, LLC 0.09% Add +35.8% 8,677 $506K
First Trust Advisors LP 0.00% Add +28.2% 8,663 $505K
Yukon Wealth Management, Inc. 0.21% — 8,661 $505K
Hemington Wealth Management 0.08% Reduce -3.8% 8,665 $505K
Roundview Capital LLC 0.04% Add +21.5% 8,641 $504K
Transatlantique Private Wealth LLC 0.20% No change 8,620 $503K
Financial Futures Ltd Liability Co. 0.28% Add +1.3% 8,583 $501K
City State Bank 0.17% Add +2.1% 8,580 $501K
Breed's Hill Capital LLC 0.27% No change 8,550 $499K
NORTHSTAR ASSET MANAGEMENT Co 0.12% No change 8,525 $497K
Pacifica Partners Inc. 0.23% Add +2.6% 8,947 $497K
Xponance LLC 0.00% Add +35.8% 8,467 $494K
Hummer Financial Advisory Services Inc 0.40% Add +3.0% 8,460 $494K
Sage Rhino Capital LLC 0.11% No change 8,400 $490K
Mowery & Schoenfeld Wealth Management, LLC 0.96% Add +16.6% 8,397 $490K
William Howard & Co Financial Advisors Inc 0.46% Reduce -7.5% 8,358 $488K
Fort Sheridan Advisors LLC 0.07% Add +2.4% 8,354 $487K
Seven Mile Advisory 0.32% Reduce -0.6% 8,327 $486K
Twin Peaks Wealth Advisors, LLC 0.22% Reduce -62.9% 8,821 $485K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -6.8% 8,297 $484K
Investor's Fiduciary Advisor Network, LLC 0.23% Reduce -6.1% 8,271 $482K
Intelligence Driven Advisers, LLC 0.09% No change 8,240 $481K
World Equity Group, Inc. 0.14% Reduce -38.7% 8,074 $481K
High Falls Advisors, Inc 0.11% Reduce -16.7% 8,235 $481K
Melfa Wealth Management, Inc. 0.32% Add +1.0% 8,230 $480K
Kelleher Financial Advisors 0.19% No change 8,225 $480K
Severin Investments, LLC 0.48% Reduce -36.9% 8,168 $477K
Barnes Wealth Management Group, Inc 0.30% Add +12.7% 8,137 $475K
Collar Capital Management, LLC 0.43% No change 8,125 $474K
Strategic Financial Partners, Ltd. 0.25% No change 8,115 $474K
True Link Financial Advisors, LLC 0.04% New 8,115 $474K
Aurora Private Wealth, Inc. 0.38% Reduce -0.7% 8,101 $473K
CFM Wealth Partners LLC 0.08% Add +0.3% 8,092 $472K
Cutler Investment Counsel LLC 0.06% Reduce -4.0% 8,090 $472K
Eagle Strategies LLC 0.08% Add +40.7% 8,085 $472K
Financial Life Planners 0.46% Reduce -2.0% 8,067 $471K
Global Strategic Investment Solutions, LLC 0.05% Reduce -0.0% 8,024 $468K
Rollins Financial Advisors, LLC 0.08% Reduce -8.6% 8,016 $468K
Hohimer Wealth Management, LLC 0.09% Add +9.0% 8,013 $468K
Augustine Asset Management Inc. 0.14% No change 8,010 $467K
Haverford Financial Services, Inc. 0.14% No change 8,000 $467K
Stokes Family Office, LLC 0.05% Add +0.4% 7,990 $466K
IAG Wealth Partners, LLC 0.07% No change 7,988 $466K
Martin Capital Advisors, LLP 0.33% No change 7,975 $465K
Burling Wealth Partners, LLC 0.10% Add +38.8% 7,962 $465K
Everett Harris & Co. 0.01% Reduce -9.3% 7,960 $464K
LVW Advisors, LLC 0.06% Reduce -0.8% 7,951 $464K
Southland Equity Partners LLC 0.11% Reduce -0.4% 7,938 $463K
Avion Wealth 0.12% No change 7,435 $463K
Lion Street Advisors, LLC 0.15% Add +6.8% 7,917 $462K
McElhenny Sheffield Capital Management, LLC 0.17% Add +13.2% 7,910 $462K
FWG Holdings, LLC 0.23% Reduce -7.9% 8,071 $461K
Hazlett, Burt & Watson, Inc. 0.21% Add +2.0% 7,804 $459K
Syntegra Private Wealth Group, LLC 0.05% Reduce -12.7% 7,824 $457K
McIlrath & Eck, LLC 0.06% Reduce -6.9% 7,820 $456K
Lewis Asset Management, LLC 0.38% Reduce -1.2% 7,782 $454K
Drexel Morgan & Co. 0.10% No change 7,755 $453K
Legacy Financial Advisors, Inc. 0.08% Reduce -17.9% 7,742 $452K
SP Asset Management LLC 0.04% Add +0.1% 7,709 $450K
Stevens Capital Partners 0.21% Reduce -15.9% 7,698 $449K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -0.5% 8,060 $449K
Wealth Management Associates, Inc. 0.19% Reduce -0.7% 7,661 $447K
Paulson Wealth Management Inc. 0.13% Add +1.2% 7,616 $444K
Chicago Capital, LLC 0.01% New 7,614 $444K
Bill Few Associates, Inc. 0.16% Reduce -7.9% 7,606 $444K
Altfest L J & Co. Inc. 0.06% Reduce -86.1% 7,597 $443K
Ameriflex Group, Inc. 0.18% Reduce -8.3% 7,562 $441K
Wealthcare Capital Partners, LLC 0.23% No change 7,540 $440K
Lifeworks Advisors, LLC 0.07% Add +14.2% 7,532 $439K
Prime Buchholz LLC 0.15% Add +0.3% 7,509 $438K
Wealthcare Capital Management LLC 0.04% Reduce -6.2% 7,479 $436K
Grant Street Asset Management, Inc. 0.11% Add +0.4% 7,466 $436K
WNY Asset Management, LLC 0.05% Add +1.7% 7,421 $433K
Cascade Financial Partners, LLC 0.05% New 7,388 $431K
Smith Salley Wealth Management 0.03% Reduce -3.3% 7,370 $430K
Nicolet Advisory Services, LLC 0.04% Add +8.8% 7,995 $429K
Live Oak Private Wealth LLC 0.07% Add +0.1% 7,355 $429K
Carson Advisory Inc. 0.29% Add +17.2% 7,304 $426K
Tradition Wealth Management, LLC 0.04% Add +3.7% 7,296 $426K
Mason Investment Advisory Services, Inc. 0.03% Add +0.2% 7,275 $425K
Peak Asset Management, LLC 0.08% Reduce -6.1% 7,275 $425K
Chancellor Financial Group WB LP 0.35% Reduce -0.1% 7,257 $423K
Bogart Wealth, LLC 0.02% No change 7,256 $423K
Norden Group LLC 0.05% Reduce -3.7% 7,229 $422K
Grove Street Fiduciary, LLC 0.21% Add +47.1% 7,187 $419K
DDD Partners, LLC 0.05% Reduce -0.9% 7,146 $417K
My Personal CFO, LLC 0.21% No change 7,140 $417K
BTC Capital Management, Inc. 0.04% Add +32.1% 7,129 $416K
Heritage Trust Co 0.05% No change 7,124 $416K
Ardent Capital Management, Inc. 0.18% No change 7,120 $415K
Aries Wealth Management 0.11% No change 7,071 $413K
Capital Planning LLC 0.12% No change 7,067 $412K
CapWealth Advisors, LLC 0.04% Reduce -2.0% 7,060 $412K
Saiph Capital, LLC 0.20% New 7,031 $410K
Greenhouse Wealth Management, LLC 0.31% Add +0.3% 7,017 $409K
Selway Asset Management 0.17% No change 7,000 $408K
Mason & Associates Inc 0.10% Reduce -2.4% 6,988 $408K
Balentine LLC 0.02% No change 6,981 $407K
Onyx Bridge Wealth Group LLC 0.06% Add +1.4% 6,979 $407K
BIP Wealth, LLC 0.03% Reduce -10.6% 6,972 $407K
WealthPLAN Partners, LLC 0.06% Add +33.8% 6,968 $407K
Patten & Patten Inc. 0.03% Reduce -4.5% 6,950 $406K
HUB Investment Partners, LLC 0.02% Add +20.9% 6,917 $404K
Dynamic Financial Group 0.40% Add +5.0% 6,917 $404K
Performance Wealth Partners, LLC 0.01% Reduce -6.4% 6,864 $401K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -35.0% 6,861 $400K
Ti-Trust, Inc. 0.27% Reduce -1.0% 6,860 $400K
Clear Point Advisors Inc. 0.36% Reduce -10.9% 6,837 $399K
JT Stratford LLC 0.07% Reduce -1.3% 6,828 $398K
Keebeck Wealth Management 0.06% No change 6,825 $398K
Defined Wealth Management, LLC 0.27% Reduce -0.4% 6,817 $398K
Rise Advisors, LLC 0.18% Reduce -24.7% 6,816 $398K
Penobscot Investment Management Company, Inc. 0.04% Add +26.2% 6,815 $398K
Legacy PCG, LLC 0.28% No change 6,795 $396K
Debussy Capital Management LP 0.06% Add +8.6% 6,778 $396K
Mainstream Capital Management LLC 0.31% Reduce -4.1% 6,759 $394K
Okabena Investment Services Inc. 0.10% No change 6,755 $394K
Values Added Financial LLC 0.22% Reduce -9.0% 6,736 $393K
Center For Asset Management LLC 0.24% No change 6,735 $393K
Mystic Asset Management, Inc. 0.10% Add +9.8% 6,720 $392K
Kings Path Partners LLC 0.19% No change 6,700 $391K
Accredited Wealth Management, LLC 0.33% Add +23.1% 6,635 $387K
Peregrine Asset Advisers, Inc. 0.14% Reduce -1.2% 6,630 $387K
Black Diamond Financial, LLC 0.06% Add +0.1% 6,574 $384K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -0.8% 6,573 $384K
One Wealth Management Investment & Advisory Services, LLC 0.64% Reduce -3.3% 6,573 $384K
BCGM Wealth Management, LLC 0.12% Reduce -1.3% 6,553 $382K
Latitude Advisors, LLC 0.22% Reduce -9.1% 6,546 $382K
Dopkins Wealth Management, LLC 0.19% No change 6,535 $381K
Meridian Financial Partners LLC 0.19% No change 6,535 $381K
Jamison Private Wealth Management, Inc. 0.06% Add +4.4% 6,526 $381K
Radnor Capital Management, LLC 0.06% New 6,510 $380K
Susquehanna International Group, LLP 0.00% New 6,510 $380K
WealthCare Investment Partners, LLC 0.16% Add +3.9% 7,076 $379K
Brooklyn Investment Group 0.08% New 6,492 $379K
Elios Financial Group Inc. 0.19% Reduce -1.6% 6,457 $377K
Tradewinds, LLC. 0.11% Add +0.1% 6,455 $377K
McDaniel Terry & Co. 0.03% No change 6,440 $376K
Sonora Investment Management Group, LLC 0.03% Reduce -0.6% 6,443 $376K
Sunburst Financial Group, LLC 0.09% Reduce -2.4% 6,427 $375K
Moss Adams Wealth Advisors LLC 0.04% Add +39.8% 6,423 $375K
Prodigy Asset Management LLC 0.30% Add +33.5% 6,420 $375K
Berkeley Capital Partners, LLC 0.10% No change 6,410 $374K
Sheridan Capital Management, LLC 0.27% Add +68.4% 6,400 $373K
Foster & Motley Inc. 0.02% No change 6,399 $373K
Maia Wealth LLC 0.08% Add +24.2% 6,762 $372K
Asset Dedication, LLC 0.03% Add +8.9% 6,359 $371K
Abound Wealth Management 0.12% Add +26.3% 6,354 $371K
Marble Harbor Investment Counsel, LLC 0.04% No change 6,335 $370K
Archer Investment Corp 0.10% Add +0.0% 6,311 $368K
J.P. Marvel Investment Advisors, LLC 0.06% No change 6,295 $367K
Stonegate Investment Group, LLC 0.01% Add +40.8% 6,264 $366K
L.M. Kohn & Company 0.10% Reduce -2.0% 6,251 $365K
Ashford Advisors, LLC 0.09% No change 6,250 $365K
WPWealth LLP 0.07% No change 6,244 $364K
Phillips Wealth Planners LLC 0.38% Add +4.8% 6,699 $364K
Range Financial Group LLC 0.16% Add +1.6% 6,238 $364K
Morton Capital Management LLC 0.07% Add +1.8% 6,234 $364K
Alpha Cubed Investments, LLC 0.02% Add +4.3% 6,226 $363K
Sandbox Financial Partners, LLC 0.13% Reduce -95.6% 6,204 $362K
Teamwork Financial Advisors, LLC 0.05% Reduce -58.4% 6,183 $361K
Pollock Investment Advisors, LLC 0.29% No change 6,175 $360K
Financial Guidance Group, Inc. 0.19% Add +4.2% 6,175 $360K
Obsidian Cio, LLC 0.06% Add +8.7% 6,173 $360K
First Bancorp, Inc 0.23% No change 6,163 $360K
Legacy Wealth Managment, LLC 0.26% New 6,152 $359K
NWF Advisory Services Inc. 0.05% Reduce -26.6% 6,146 $359K
Rappaport Reiches Capital Management, LLC 0.09% Reduce -7.7% 6,135 $358K
Envision Financial LLC 0.27% Reduce -24.3% 6,121 $357K
Ade, LLC 0.21% Add +0.0% 6,105 $356K
Montz Harcus Wealth Management LLC 0.19% Add +0.3% 6,091 $355K
Rothschild Capital Partners, LLC 0.09% Reduce -9.4% 6,090 $355K
Barr E S & Co. 0.02% No change 6,085 $355K
Collaborative Wealth Managment Inc. 0.17% Reduce -20.4% 6,068 $354K
Auxano Advisors, LLC 0.09% Add +0.3% 6,043 $353K
Global Financial Private Client, LLC 0.13% No change 6,035 $352K
Trek Financial, LLC 0.03% Add +6.3% 6,034 $352K
ARS Wealth Advisors Group, LLC 0.05% Add +2.9% 6,016 $351K
IMS Capital Management 0.18% Reduce -7.7% 6,015 $351K
LexAurum Advisors, LLC 0.07% Reduce -1.4% 6,003 $350K
Plum Street Advisors, LLC 0.17% No change 5,991 $350K
JB Capital LLC 0.02% Add +2.1% 5,986 $349K
BOS Asset Management, LLC 0.12% No change 5,974 $349K
Acorn Financial Advisory Services Inc. 0.06% Reduce -27.9% 5,946 $347K
W Advisors, LLC 0.22% No change 5,931 $346K
Calton & Associates, Inc. 0.08% New 5,925 $346K
Faithward Advisors, LLC 0.06% Reduce -2.2% 5,925 $346K
Jentner Corp 0.10% No change 5,900 $344K
TFC Financial Management, Inc. 0.05% Add +0.0% 5,894 $344K
Osborne Partners Capital Management, LLC 0.02% No change 5,890 $344K
Princeton Capital Management LLC 0.12% No change 5,890 $344K
Latko Wealth Management, Ltd. 0.22% Reduce -6.1% 5,884 $343K
Synergy Investment Management, LLC 0.14% Add +1.3% 5,874 $343K
Van Cleef Asset Management,Inc 0.04% Reduce -0.3% 5,855 $342K
GPS Wealth Strategies Group, LLC 0.05% Add +1.2% 5,851 $341K
Fox Financial, Inc 0.32% No change 5,840 $341K
Main Street Group, LTD 0.15% Add +3.0% 5,793 $338K
REAP Financial Group, LLC 0.08% No change 5,783 $337K
Legacy Edge Advisors, LLC 0.05% Add +4.0% 5,775 $337K
Houlihan Financial Resource Group, Ltd. 0.15% No change 5,755 $336K
Bull Street Advisors, LLC 0.16% No change 5,745 $335K
Edgestream Partners, L.P. 0.01% Add +76.6% 5,739 $335K
Aberdeen Wealth Management LLC 0.23% No change 5,725 $334K
Mitchell McLeod Pugh & Williams Inc. 0.07% New 5,725 $334K
Bernardo Wealth Planning LLC 0.08% Add +0.0% 5,724 $334K
Secure Asset Management, LLC 0.07% Add +42.2% 5,705 $333K
Schnieders Capital Management LLC 0.07% Reduce -2.2% 5,705 $333K
Cherrydale Wealth Management, LLC 0.13% Reduce -1.3% 5,684 $332K
Vantage Point Financial LLC 0.17% Reduce -8.0% 5,656 $330K
Successful Portfolios LLC 0.22% Add +1.7% 5,644 $329K
Boston Trust Walden Corp 0.00% No change 5,635 $329K
Clarity Capital Partners LLC 0.13% Add +10.9% 5,625 $328K
Financial Perspectives, Inc 0.11% Add +1.7% 5,620 $328K
Gradient Capital Advisors, LLC 0.11% No change 5,605 $327K
McNaughton Wealth Management, LLC 0.16% No change 5,600 $327K
Mission Financial Group, LLC 0.30% — 4,791 $324K
Forte Capital LLC 0.04% Add +3.6% 5,520 $322K
Heritage Family Offices, LLP 0.16% Add +0.1% 5,520 $322K
Security Benefit Life Insurance Co. 0.12% Reduce -54.2% 5,500 $321K
Welch Group, LLC 0.01% Add +12.3% 5,513 $321K
Staley Capital Advisers Inc. 0.01% Reduce -22.5% 5,470 $319K
Aspen Investment Management Inc 0.15% Add +22.5% 5,475 $319K
LongView Wealth Management 0.10% Reduce -7.2% 5,455 $318K
Creative Capital Management Investments LLC 0.12% Add +14.7% 5,454 $318K
Selective Wealth Management, Inc. 0.14% Add +0.3% 5,851 $318K
Capital Wealth Management, LLC 0.13% Add +0.0% 5,448 $318K
Millstone Evans Group, LLC 0.22% Add +3.1% 5,448 $318K
Potomac Fund Management Inc. 0.14% Reduce -15.4% 5,927 $318K
Family Office Research LLC 0.15% Add +6.8% 5,443 $318K
Y-Intercept (Hong Kong) Ltd 0.02% New 5,441 $317K
Shira Ridge Wealth Management 0.16% Reduce -3.3% 5,436 $317K
Partners in Financial Planning 0.06% Add +0.1% 5,428 $317K
Signal Advisors Wealth, LLC 0.03% Add +35.0% 5,418 $316K
Dimension Capital Management LLC 0.06% No change 5,400 $315K
Drum Hill Capital, LLC 0.37% No change 5,375 $314K
Gilman Hill Asset Management, LLC 0.05% No change 5,350 $312K
Segment Wealth Management, LLC 0.02% No change 5,340 $312K
SkyOak Wealth, LLC 0.07% Reduce -10.5% 5,325 $311K
Berger Financial Group, Inc 0.02% New 5,296 $309K
Requisite Capital Management, LLC 0.07% Add +0.4% 5,295 $309K
Bank Ozk 0.13% Reduce -5.2% 5,282 $308K
Watts Gwilliam & Co., LLC 0.07% Add +16.6% 5,276 $308K
Ellsworth Advisors, LLC 0.08% Add +0.2% 5,259 $307K
Hills Bank & Trust Co 0.02% Add +0.1% 5,255 $307K
Thompson Siegel & Walmsley LLC 0.01% No change 5,238 $306K
B.O.S.S. Retirement Advisors, LLC 0.09% Add +25.3% 5,240 $306K
Blue Bell Private Wealth Management, LLC 0.06% Add +1.4% 5,213 $304K
Canopy Partners, LLC 0.12% Add +11.1% 5,201 $303K
Resurgent Financial Advisors LLC 0.18% Add +2.2% 5,153 $301K
Naviter Wealth, LLC 0.04% No change 5,147 $300K
Fingerlakes Wealth Management, Inc. 0.25% Add +29.1% 5,097 $297K
RVW Wealth, LLC 0.03% Reduce -12.3% 5,090 $297K
Richmond Investment Services, LLC 0.16% Add +0.1% 5,089 $297K
Auour Investments LLC 0.11% Add +4.4% 5,215 $297K
Byrne Financial Freedom, LLC 0.17% Add +0.0% 5,039 $294K
Facet Wealth, Inc. 0.01% Reduce -11.5% 5,021 $294K
Fiduciary Alliance LLC 0.03% Add +51.1% 5,034 $294K
Northeast Investment Management 0.01% Reduce -9.4% 5,027 $293K
Bluestem Financial Advisors, LLC 0.14% No change 5,014 $293K
Bantamac Capital, LLC 0.14% No change 5,000 $292K
Parker Investment Management, LLC 0.05% New 4,998 $292K
Compass Capital Corp. /Ma/ 0.15% No change 5,015 $291K
4J Wealth Management LLC 0.23% Reduce -1.3% 4,977 $290K
Greenspring Advisors, LLC 0.07% No change 4,955 $289K
James J. Burns & Company, LLC 0.05% Add +2.3% 4,937 $288K
HFR Wealth Management, LLC 0.07% No change 4,936 $288K
Roman Butler Fullerton & Co. 0.11% New 5,238 $288K
JFG Wealth Management, LLC 0.07% Reduce -0.7% 4,930 $288K
Monterey Private Wealth, Inc. 0.08% Add +0.5% 4,928 $288K
Worth Financial Advisory Group, LLC 0.18% Reduce -0.4% 4,905 $286K
Mason & Associates, LLC 0.08% Reduce -3.8% 4,903 $286K
Advisor OS, LLC 0.03% Add +0.8% 4,900 $286K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 4,895 $286K
Optimum Investment Advisors 0.13% No change 4,885 $285K
Veracity Capital LLC 0.11% No change 4,875 $284K
Lee Danner & Bass Inc. 0.02% No change 4,863 $284K
Advance Capital Management, Inc. 0.01% Add +0.3% 4,854 $283K
Aegis Wealth Management LLC 0.17% New 4,850 $283K
JGP Wealth Management, LLC 0.04% Add +2.3% 4,838 $282K
Main Management LLC 0.02% No change 4,825 $282K
LPF Advisors LLC 0.23% Add +0.1% 4,827 $282K
Forum Financial Management, LP 0.00% Reduce -14.2% 4,818 $281K
TrueWealth Advisors, LLC 0.09% Add +17.3% 4,808 $281K
Brooklyn FI, LLC 0.09% Add +3.4% 4,806 $280K
Gibbs Wealth Management 0.07% Reduce -7.5% 4,788 $279K
Defined Financial Planning LLC 0.28% Add +6.6% 4,741 $278K
Dumont & Blake Investment Advisors LLC 0.08% Add +0.0% 4,764 $278K
Commonwealth Retirement Investments LLC 0.11% No change 4,755 $277K
Geneva Partners, LLC 0.14% Add +3.2% 4,736 $276K
Zuckerman Investment Group, LLC 0.03% No change 4,735 $276K
Private Client Services, LLC 0.14% Add +23.1% 4,733 $276K
Morton Brown Family Wealth, LLC 0.09% Reduce -24.6% 4,702 $274K
First National Bank & Trust Co. of Newtown 0.06% Add +0.5% 4,685 $273K
Medallion Wealth Advisors, LLC 0.12% Add +10.1% 4,646 $272K
Trademark Financial Management, LLC 0.21% Reduce -10.8% 4,656 $272K
Mosaic Family Wealth Partners, LLC 0.04% Add +22.8% 4,633 $270K
Family Manage LLC 0.04% No change 4,627 $270K
Financial Symmetry Inc 0.16% Add +40.9% 4,601 $268K
Heritage Financial Services, LLC 0.03% Reduce -23.1% 4,593 $268K
Woodley Farra Manion Portfolio Management Inc. 0.01% Add +27.1% 4,583 $267K
Total Clarity Wealth Management, Inc. 0.09% No change 4,286 $267K
Sentry LLC 0.05% Add +36.2% 4,575 $267K
Visionary Wealth Advisors 0.02% Add +4.3% 4,569 $267K
West Michigan Advisors, LLC 0.09% Add +1.4% 4,564 $266K
Acorn Wealth Advisors, LLC 0.11% Add +0.1% 4,561 $266K
Granite Investment Partners, LLC 0.01% No change 4,555 $266K
Indie Asset Partners, LLC 0.23% No change 4,553 $266K
Seed Wealth Management, Inc. 0.22% No change 4,550 $265K
Independence Bank of Kentucky 0.04% No change 4,550 $265K
Transform Wealth, LLC 0.02% Reduce -14.8% 4,535 $265K
St Germain D J Co. Inc. 0.01% Reduce -12.8% 4,535 $265K
Atwood & Palmer Inc. 0.02% No change 4,530 $264K
Great Lakes Advisors, LLC 0.00% Reduce -1.1% 4,529 $264K
Nabity-Jensen Investment Management Inc 0.21% No change 4,525 $264K
Beaton Management Co. Inc. 0.14% No change 4,530 $264K
Obermeyer Wealth Partners 0.01% New 4,519 $264K
OneAscent Wealth Management LLC 0.11% Reduce -5.1% 4,469 $261K
Silicon Valley Capital Partners 0.03% Reduce -11.5% 4,478 $261K
Quartz Partners, LLC 0.16% No change 4,455 $260K
Affinity Wealth Management LLC 0.05% No change 4,450 $260K
Custos Family Office, LLC 0.09% Reduce -9.5% 4,428 $258K
Paragon Advisors, LLC 0.10% New 4,425 $258K
Veltria Advisors Corp. 0.17% No change 4,420 $258K
Concord Wealth Partners 0.04% Reduce -2.6% 4,415 $258K
Mitchell Sinkler & Starr 0.07% No change 4,385 $256K
MADDEN SECURITIES Corp 0.10% No change 4,372 $255K
Hanson & Doremus Investment Management 0.04% No change 4,370 $255K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $255K
DecisionMap Wealth Management, LLC 0.19% Reduce -1.9% 4,359 $254K
Iron Horse Wealth Management, LLC 0.08% Reduce -2.8% 4,333 $253K
Charis Legacy Partners, LLC 0.48% No change 4,305 $251K
LJI Wealth Management, LLC 0.05% Reduce -15.1% 4,302 $251K
Frank, Rimerman Advisors LLC 0.02% No change 4,300 $251K
Axim Planning & Wealth 0.22% New 4,288 $250K
Presilium Private Wealth, LLC 0.06% Add +10.9% 4,268 $249K
Alexander Randolph Advisory, Inc. 0.24% Reduce -12.9% 4,256 $248K
Flaharty Asset Management, LLC 0.04% Add +7.2% 4,247 $248K
Heritage Wealth Partners, LLC 0.38% Reduce -2.0% 4,246 $248K
Coastwise Capital Group, LLC 0.21% New 4,235 $247K
Alpha Financial Advisors, LLC 0.11% Reduce -1.2% 4,222 $246K
Chris Bulman Inc 0.16% No change 4,214 $246K
WestHill Financial Advisors, Inc. 0.06% Add +0.1% 4,200 $245K
Strategy Asset Managers LLC 0.05% Reduce -19.8% 4,195 $245K
Fiduciary Family Office, LLC 0.08% Reduce -98.8% 4,190 $244K
Patrick M Sweeney & Associates, Inc. 0.18% No change 4,187 $244K
New Century Financial Group, LLC 0.28% Reduce -72.5% 4,186 $244K
Alpha Omega Wealth Management LLC 0.05% Add +9.2% 4,184 $244K
Penney Financial, LLC 0.16% No change 4,175 $244K
Praetorian Wealth Management, Inc. 0.06% No change 4,155 $242K
Mengis Capital Management, Inc. 0.05% Add +0.2% 4,151 $242K
Astoria Portfolio Advisors LLC. 0.08% New 4,345 $242K
Park Capital Management, LLC / WI 0.28% New 4,140 $242K
TABR Capital Management, LLC 0.25% Add +0.3% 4,137 $241K
Denver Wealth Management, Inc. 0.11% Add +0.2% 4,132 $241K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -0.1% 4,432 $241K
Aveo Capital Partners, LLC 0.04% Reduce -75.0% 4,129 $240K
Aufman Associates Inc 0.16% No change 4,091 $239K
Legacy Capital Wealth Partners, LLC 0.06% No change 4,091 $239K
Blue Barn Wealth, LLC 0.12% Add +0.2% 4,083 $238K
Chilton Capital Management LLC 0.01% Reduce -4.2% 4,054 $237K
Fi3 FINANCIAL ADVISORS, LLC 0.10% No change 4,052 $236K
Sequent Planning LLC 0.09% Reduce -2.8% 4,047 $236K
Noesis Capital Mangement Corp. 0.05% Reduce -15.4% 4,015 $234K
Colonial River Investments, LLC 0.13% Reduce -1.2% 4,010 $234K
Strategic Advisors LLC 0.04% Reduce -5.7% 4,005 $234K
Mainsail Asset Management, LLC 0.16% No change 4,000 $233K
GSG Advisors LLC 0.08% New 4,172 $233K
Everhart Financial Group, Inc. 0.03% Add +1.2% 3,993 $233K
Addison Advisors LLC 0.06% No change 3,989 $233K
TCI Wealth Advisors, Inc. 0.02% New 3,976 $232K
Ceera Investments, LLC 0.08% No change 3,975 $232K
Madrona Financial Services, LLC 0.06% Reduce -21.0% 3,972 $232K
Northstar Advisory Group, LLC 0.15% Reduce -30.2% 3,970 $232K
Claris Financial LLC 0.15% No change 3,717 $232K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $231K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 3,955 $231K
Asio Capital, LLC 0.04% New 3,955 $231K
McAdam, LLC 0.01% New 3,941 $230K
Freedom Day Solutions, LLC 0.07% Add +5.1% 3,936 $230K
Integral Investment Advisors, Inc. 0.07% Reduce -9.6% 3,925 $229K
Ifrah Financial Services, Inc. 0.07% Reduce -0.1% 3,910 $228K
Magnolia Private Wealth, LLC 0.19% No change 3,900 $228K
Jim Saulnier & Associates, LLC 0.18% No change 3,900 $228K
Heartwood Wealth Advisors LLC 0.03% Add +12.5% 3,891 $227K
Focused Wealth Management, Inc 0.03% Add +0.2% 3,890 $227K
Bridgewater Advisors Inc. 0.02% New 3,958 $226K
Stonebridge Capital Advisors LLC 0.02% Reduce -5.7% 3,870 $226K
Trustco Bank Corp. N Y 0.24% No change 3,868 $226K
Legacy Solutions, LLC 0.25% Add +1.1% 3,866 $226K
Cypress Wealth Services, LLC 0.05% No change 3,865 $226K
Market Street Wealth Management Advisors LLC 0.04% Reduce -11.2% 3,865 $226K
Summit Wealth Group, LLC 0.07% No change 3,850 $225K
Midwest Capital Advisors, LLC 0.14% No change 3,849 $225K
Detalus Advisors, LLC 0.07% Reduce -13.0% 3,846 $224K
Liberty Wealth Management LLC 0.04% Reduce -2.0% 3,843 $224K
Fortis Capital Management LLC 0.04% Add +0.8% 3,843 $224K
Pathway Financial Advisors LLC 0.04% New 3,838 $224K
Nixon Peabody Trust Co. 0.02% Reduce -8.1% 3,837 $224K
Wade Financial Advisory, Inc 0.08% No change 3,835 $224K
True North Advisors, LLC 0.04% New 3,825 $223K
RMR Capital Management, LLC 0.16% No change 3,785 $221K
Foster Dykema Cabot & Partners, LLC 0.02% No change 3,760 $219K
Symmetry Partners, LLC 0.03% Reduce -12.9% 3,756 $219K
Hall Capital Management Co. Inc. 0.10% No change 3,750 $219K
Bfsg, LLC 0.03% Add +3.5% 3,747 $219K
Denver PWM, LLC 0.08% Add +0.3% 3,737 $218K
Marquette Asset Management, LLC 0.04% Reduce -11.2% 3,729 $218K
Gold Investment Management Ltd. 0.09% No change 3,725 $217K
McLean Asset Management Corp 0.07% Add +0.0% 4,246 $217K
Icon Wealth Advisors, LLC 0.02% Reduce -53.6% 3,720 $217K
Topsail Wealth Management, LLC 0.04% Add +0.1% 3,715 $217K
M3 Advisory Group, LLC 0.17% Add +1.0% 3,704 $216K
Clayton Financial Group LLC 0.08% New 3,699 $216K
Balance Wealth Partners LLC 0.14% — 3,680 $215K
Smith Chas P & Associates Pa Cpas 0.01% Add +3.3% 3,671 $214K
Elevated Capital Advisors, LLC 0.06% Reduce -12.0% 3,646 $213K
Forthright Family Wealth Advisory LLC 0.14% No change 3,640 $212K
Covenant Asset Management, LLC 0.05% No change 3,640 $212K
Adero Partners, LLC 0.01% Reduce -16.5% 3,628 $212K
Baldwin Investment Management, LLC 0.03% New 3,620 $211K
Atlas Private Wealth Advisors 0.03% Reduce -7.2% 3,612 $211K
Matthew Goff Investment Advisor, LLC 0.04% Reduce -0.5% 3,610 $211K
SMART Wealth LLC 0.08% Reduce -7.9% 3,606 $210K
Garde Capital, Inc. 0.01% No change 3,605 $210K
Von Berge Wealth Management Group, LLC 0.14% Add +0.2% 3,699 $210K
CNB Bank 0.11% No change 3,595 $210K
Accelerate Investment Advisors LLC 0.18% Reduce -11.0% 3,593 $210K
Annex Advisory Services, LLC 0.01% Add +0.9% 3,581 $209K
Aspen Capital Management, LLC 0.07% — 3,576 $209K
Epiq Partners, LLC 0.12% No change 3,575 $209K
Holderness Investments Co. 0.05% No change 3,575 $209K
Darrow Company, Inc. 0.12% Reduce -0.5% 3,572 $208K
Gutierrez Wealth Advisory, LLC 0.17% New 3,570 $208K
Columbus Macro, LLC 0.03% Reduce -0.1% 3,569 $208K
Cannon Wealth Management Services, LLC 0.19% Add +0.0% 3,562 $207K
Bridgewealth Advisory Group, LLC 0.27% Reduce -2.5% 3,540 $207K
Braun-Bostich & Associates Inc. 0.15% No change 3,525 $206K
Mutual of America Capital Management LLC 0.00% New 3,523 $206K
Chemistry Wealth Management LLC 0.05% No change 3,520 $205K
Meritage Portfolio Management 0.01% Add +1.1% 3,520 $205K
Wealth Architects, LLC 0.02% New 3,515 $205K
Prostatis Group LLC 0.06% Reduce -68.9% 3,511 $205K
Capstone Financial Advisors, Inc. 0.01% Add +0.3% 3,495 $204K
Trust Co of the South 0.04% Reduce -95.8% 3,492 $204K
TD Capital Management LLC 0.02% Add +0.2% 3,491 $204K
Westshore Wealth, LLC 0.09% Reduce -2.2% 3,487 $203K
Fogel Capital Management, Inc. 0.11% No change 3,480 $203K
Inlet Private Wealth, LLC 0.05% New 3,465 $202K
Ehrlich Financial Group 0.15% Reduce -5.0% 3,459 $202K
Schechter Investment Advisors, LLC 0.02% Add +6.4% 3,448 $201K
Andrews, Lucia Wealth Management LLC 0.14% No change 3,227 $201K
Paradigm, Strategies in Wealth Management, LLC 0.14% Add +0.2% 3,439 $201K
Brogan Financial, Inc. 0.10% Add +0.3% 3,438 $201K
Frazier Financial Advisors, LLC 0.15% Add +9.7% 3,437 $201K
Uniting Wealth Partners, LLC 0.10% No change 3,432 $200K
Wealth Preservation Advisors, LLC 0.14% — 3,347 $195K
N.E.W. Advisory Services LLC 0.01% New 3,275 $191K
Woodard & Co. Asset Management Group Inc. 0.04% Reduce -0.8% 3,185 $186K
GoalVest Advisory LLC 0.05% No change 3,150 $184K
Piscataqua Savings Bank 0.16% No change 3,100 $181K
Compass Wealth Management LLC 0.05% No change 3,090 $180K
Sierra Ocean, LLC 0.14% No change 3,057 $178K
Schroder Investment Management Group 0.00% Reduce -27.1% 3,050 $178K
Sittner & Nelson, LLC 0.08% Add +45.2% 3,021 $176K
Cloud Capital Management, LLC 0.13% — 3,023 $176K
Rosenberg Matthew Hamilton 0.04% Add +0.3% 3,010 $176K
one8zero8, LLC 0.04% No change 2,980 $174K
Lavaca Capital LLC 0.08% Reduce -76.5% 2,975 $174K
Annis Gardner Whiting Capital Advisors, LLC 0.07% No change 2,973 $173K
Curio Wealth, LLC 0.09% Reduce -99.9% 3 $169K
Briaud Financial Planning Inc 0.06% Add +0.0% 2,785 $162K
Abound Financial, LLC 0.08% New 2,760 $161K
Wagner Wealth Management, LLC 0.04% Add +0.0% 2,754 $161K
SJS Investment Consulting Inc. 0.03% Add +30.4% 2,701 $158K
Versant Capital Management, Inc 0.03% No change 2,700 $158K
Provident Wealth Management, LLC 0.05% Add +118.8% 2,670 $156K
First Financial Corp. 0.08% No change 2,665 $156K
Eukles Asset Management 0.07% No change 2,656 $155K
Tanglewood Legacy Advisors, LLC 0.07% No change 2,635 $154K
Financial Gravity Asset Management, Inc. 0.03% — 2,623 $153K
Elgethun Capital Management 0.03% Add +0.1% 2,615 $153K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.9% 2,564 $150K
Aristotle Capital Boston, LLC 0.01% Reduce -30.3% 2,506 $146K
Disciplina Capital Management LLC 0.02% No change 2,500 $146K
Steph & Co. 0.05% Add +10.6% 2,463 $144K
Perkins Coie Trust Co 0.03% Reduce -16.8% 2,450 $143K
WealthCollab, LLC 0.09% No change 2,420 $141K
SRH Advisors, LLC 0.04% No change 2,410 $141K
Angeles Wealth Management, LLC 0.01% No change 2,405 $140K
Barrett & Company, Inc. 0.06% No change 2,385 $139K
Ramirez Asset Management, Inc. 0.03% No change 2,375 $139K
Cherry Tree Wealth Management, LLC 0.03% No change 2,360 $138K
SBI Securities Co., Ltd. 0.00% Reduce -3.3% 2,352 $137K
Hantz Financial Services, Inc. 0.00% New 2,342 $137K
Copia Wealth Management 0.13% No change 2,324 $136K
Register Financial Advisors LLC 0.07% Reduce -38.6% 2,317 $135K
First United Bank & Trust 0.05% Reduce -10.7% 2,300 $134K
Pillar Financial Advisors, LLC 0.10% No change 2,285 $133K
Moser Wealth Advisors, LLC 0.07% Add +78.0% 2,269 $132K
Collier Financial 0.11% Add +76.7% 2,256 $132K
Beacon Capital Management, LLC 0.02% Add +0.2% 2,254 $132K
Kimelman & Baird, LLC 0.01% New 2,250 $131K
Sound Income Strategies, LLC 0.01% Add +77.1% 2,210 $129K
Cornerstone Planning Group LLC 0.03% Add +0.3% 2,309 $128K
Trust Co 0.02% No change 2,200 $128K
Heritage Wealth Advisors 0.01% Reduce -39.6% 2,170 $127K
Hughes Financial Services, LLC 0.02% New 2,157 $127K
Kiker Wealth Management, LLC 0.09% Add +65.5% 2,156 $126K
Reyes Financial Architecture, Inc. 0.09% No change 2,155 $126K
Keystone Financial Group, Inc. 0.09% No change 2,158 $125K
Woodside Wealth Management LLC 0.11% — 2,125 $124K
Webster Bank, N. A. 0.01% Reduce -10.1% 2,100 $123K
Valued Wealth Advisors LLC 0.07% Add +0.4% 2,097 $122K
Halbert Hargrove Global Advisors, LLC 0.01% Add +68.2% 2,081 $121K
Resources Management Corp. /CT/ 0.02% No change 2,055 $120K
Hara Capital LLC 0.08% No change 2,050 $120K
MTM Investment Management, LLC 0.05% No change 2,035 $119K
Sage Mountain Advisors LLC 0.01% No change 2,030 $118K
Morling Financial Advisors, LLC 0.04% No change 2,011 $117K
Ridgewood Investments LLC 0.05% No change 2,000 $117K
C M Bidwell & Associates Ltd. 0.07% No change 1,980 $116K
Hoese & Co LLP 0.10% No change 1,965 $115K
3Chopt Investment Partners, LLC 0.03% New 1,947 $114K
Roble, Belko & Company, Inc 0.02% Add +98.3% 1,925 $112K
Elevation Wealth Partners, LLC 0.05% No change 1,892 $110K
McClarren Financial Advisors, Inc. 0.07% New 1,081 $109K
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
TruNorth Capital Management, LLC 0.03% Add +25.1% 1,764 $103K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 1,750 $102K
Dunhill Financial, LLC 0.05% Add +31.2% 1,744 $102K
Transce3nd, LLC 0.04% Add +8.4% 1,725 $101K
HWG Holdings LP 0.04% New 1,717 $100K
AllSquare Wealth Management LLC 0.06% No change 1,700 $99K
Capital Investment Counsel, Inc 0.01% No change 1,700 $99K
JDM Financial Group LLC 0.05% No change 1,695 $99K
Toth Financial Advisory Corp. 0.01% No change 1,658 $97K
Avalon Trust Co 0.01% No change 1,655 $97K
Tidemark, LLC 0.04% Reduce -31.0% 1,639 $96K
Wood Tarver Financial Group, LLC 0.03% No change 1,635 $95K
Rothschild Investment LLC 0.01% No change 1,575 $92K
S&T Bank 0.03% No change 1,571 $92K
WFA Asset Management Corp 0.05% Add +5.1% 1,496 $91K
Studio Investment Management LLC 0.02% Add +45.3% 1,543 $90K
BankPlus Trust Department 0.03% Add +233.8% 1,532 $89K
First PREMIER Bank 0.02% Add +17.3% 1,507 $88K
Mendota Financial Group, LLC 0.09% Reduce -77.7% 1,475 $86K
Redwood Park Advisors LLC 0.07% Add +0.5% 1,400 $82K
Lowe Wealth Advisors, LLC 0.03% No change 1,361 $79K
Westside Investment Management, Inc. 0.02% Reduce -7.0% 1,327 $77K
Wealth Advisors of Tampa Bay, LLC 0.03% New 1,306 $76K
Founders Capital Management 0.05% Add +0.1% 1,279 $75K
Ogorek Anthony Joseph /NY/ 0.02% Add +1.4% 1,277 $74K
Advantage Trust Co 0.04% Reduce -11.5% 1,255 $73K
Peoples Bank 0.05% New 1,200 $70K
Gables Capital Management Inc. 0.03% No change 1,195 $70K
West Oak Capital, LLC 0.04% No change 1,150 $67K
PrairieView Partners, LLC 0.01% Reduce -19.6% 1,130 $65K
Park Square Financial Group, LLC 0.05% Reduce -82.0% 1,105 $64K
Knuff & Co LLC 0.02% Reduce -1.4% 1,093 $64K
Blume Capital Management, Inc. 0.01% No change 1,065 $62K
Coston, McIsaac & Partners 0.02% No change 1,058 $61K
Flagship Wealth Advisors, LLC 0.03% No change 1,030 $60K
Graney & King, LLC 0.04% Add +77.8% 1,008 $59K
Cetera Trust Company, N.A 0.04% No change 1,000 $58K
Compass Financial Services Inc 0.03% New 996 $58K
Nalls Sherbakoff Group, LLC 0.05% — 962 $56K
Dynamic Wealth Strategies, LLC 0.05% New 950 $55K
LRI Investments, LLC 0.01% Add +46.4% 944 $55K
Ballast Advisors LLC 0.02% No change 940 $55K
Atlas Capital Advisors Inc. 0.01% No change 935 $55K
Tucker Asset Management LLC 0.02% No change 932 $54K
Marshall & Sterling Wealth Advisors Inc. 0.04% Add +20.2% 898 $52K
Breakwater Investment Management 0.02% Add +5866.7% 895 $52K
Truvestments Capital LLC 0.01% Add +152.8% 890 $52K
Beaird Harris Wealth Management, LLC 0.00% Add +8.7% 875 $51K
Realta Investment Advisors 0.02% Reduce -0.3% 855 $50K
von Borstel & Associates, Inc. 0.01% New 840 $49K
Roxbury Financial LLC 0.05% Add +0.3% 776 $48K
Aventura Private Wealth, LLC 0.02% Add +11.4% 791 $46K
Integrity Financial Corp 0.03% Add +21.1% 775 $45K
Cape Investment Advisory, Inc. 0.02% No change 750 $44K
Smallwood Wealth Investment Management, LLC 0.03% New 750 $44K
Spectrum Wealth Counsel, LLC 0.01% No change 735 $43K
Barnes Dennig Private Wealth Management LLC 0.06% — 725 $42K
Keener Financial Planning LLC 0.03% No change 735 $42K
Atala Financial Inc 0.03% No change 710 $41K
Olistico Wealth, LLC 0.03% Reduce -59.2% 695 $41K
West Branch Capital LLC 0.01% No change 677 $40K
FWL Investment Management, LLC 0.01% No change 665 $39K
Delta Asset Management LLC 0.00% Add +46.1% 665 $39K
Wayfinding Financial, LLC 0.02% New 650 $37K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +17.3% 632 $37K
True Wealth Design, LLC 0.01% No change 625 $36K
Mark Sheptoff Financial Planning, LLC 0.02% Add +9.4% 607 $35K
Quest 10 Wealth Builders, Inc. 0.04% Reduce -53.0% 573 $33K
American Capital Advisory, LLC 0.02% New 562 $33K
Strategic Investment Solutions, Inc. 0.01% No change 555 $32K
Hexagon Capital Partners LLC 0.01% Add +3.5% 554 $32K
SYM FINANCIAL Corp 0.00% No change 554 $32K
Evolution Advisers, Inc. 0.02% Reduce -2.1% 565 $32K
Elevate Wealth Advisory, Inc. 0.02% No change 540 $32K
Legacies Wealth LLC 0.02% No change 500 $29K
Bellevue Asset Management, LLC 0.02% No change 500 $29K
MorganRosel Wealth Management, LLC 0.01% New 500 $29K
Pineridge Advisors LLC 0.01% Add +16.6% 493 $29K
Wiser Advisor Group LLC 0.04% Add +2.1% 487 $28K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -11.1% 479 $28K
Pflug Koory, LLC 0.02% No change 475 $28K
Davis Capital Management 0.02% No change 465 $27K
Mattson Financial Services, LLC 0.01% Reduce -8.2% 437 $25K
Minot DeBlois Advisors LLC 0.03% No change 435 $25K
DecisionPoint Financial, LLC 0.01% No change 420 $25K
Vermillion & White Wealth Management Group, LLC 0.02% No change 407 $24K
Investors Research Corp 0.01% No change 405 $24K
New Millennium Group LLC 0.02% Reduce -11.1% 402 $23K
Evergreen Private Wealth LLC 0.01% No change 378 $22K
MeadowBrook Investment Advisors LLC 0.02% No change 360 $21K
Spurstone Advisory Services, LLC 0.39% New 345 $20K
Holos Integrated Wealth LLC 0.01% No change 340 $20K
Financial Network Wealth Advisors LLC 0.02% Add +20.8% 320 $19K
Kennebec Savings Bank 0.02% Add +87.7% 319 $19K
Front Row Advisors LLC 0.01% Add +37.8% 317 $18K
Clarity Asset Management, Inc. 0.01% No change 316 $18K
VSM Wealth Advisory, LLC 0.01% No change 290 $17K
Kestra Investment Management, LLC 0.00% Reduce -80.3% 288 $17K
Signature Resources Capital Management, LLC 0.01% Add +16.9% 284 $17K
Raleigh Capital Management Inc. 0.01% Reduce -55.5% 269 $16K
Hurley Capital, LLC 0.01% No change 265 $15K
Peterson Wealth Services 0.00% Reduce -96.5% 260 $15K
North Capital, Inc. 0.01% — 245 $14K
Kozak & Associates, Inc. 0.00% No change 255 $14K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 230 $13K
Christopher J. Hasenberg, Inc 0.01% Add +168.7% 223 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 220 $13K
PFS Partners, LLC 0.01% No change 210 $12K
Cornerstone National Bank & Trust Co 0.01% No change 200 $12K
Financial Management Professionals, Inc. 0.00% No change 200 $12K
Maryland Capital Advisors Inc. 0.00% Add +41.5% 191 $11K
ZynergyRetirementPlanningLLC 0.01% No change 175 $11K
Painted Porch Advisors LLC 0.00% No change 185 $11K
Grand Wealth Management, LLC 0.01% No change 180 $11K
Cheviot Value Management, LLC 0.00% New 178 $10K
Byrne Asset Management LLC 0.01% Reduce -36.4% 175 $10K
Logan Capital Management Inc. 0.00% Add +560.0% 165 $10K
Catherine Avery Investment Management LLC 0.01% No change 155 $9K
Vermillion Wealth Management, Inc. 0.00% Add +0.7% 153 $9K
Gleason Group, Inc. 0.00% Add +0.7% 152 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 150 $9K
Nova Wealth Management, Inc. 0.01% Add +56.4% 147 $9K
Prudent Man Investment Management, Inc. 0.00% No change 115 $7K
Covestor Ltd 0.00% Reduce -7.8% 119 $7K
Game Plan Financial Advisors, LLC 0.00% No change 90 $5K
Highline Wealth Partners LLC 0.00% No change 76 $4K
Tower View Wealth Management LLC 0.00% No change 74 $4K
Navigoe, LLC 0.00% No change 80 $4K
Howe & Rusling Inc. 0.00% Reduce -61.9% 66 $4K
Financial Freedom, LLC 0.00% No change 58 $3K
Cardinal Strategic Wealth Guidance 0.00% No change 57 $3K
Anderson Financial Strategies, LLC 0.00% Add +100.0% 50 $3K
Parkworth Wealth Management, Inc. 0.00% No change 41 $2K
Hager Investment Management Services, LLC 0.00% No change 35 $2K
Ravenstone Capital Management Inc. 0.00% New 30 $2K
WPG Advisers, LLC 0.00% No change 25 $1K
Bridge Generations Wealth Management LLC 0.00% No change 20 $1K
Amundi 0.00% No change 20 $1K
Gould Capital, LLC 0.00% No change 16 $934
Eq Wealth Advisors, LLC 0.00% New 16 $934
Morse Asset Management, Inc 0.00% No change 10 $584
Luminist Capital LLC 0.00% No change 5 $293
Tower Research Capital LLC (TRC) 0.00% New 2 $117
Keystone Global Partners, LLC 0.00% — 2 $116

"% 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.