iShares Core S&P Midcap ETFIJHETF

13F holders, Q2 2025 (June 30)
2,440holders +15
110new positions
84sold out
7famous investors
$62.00avg. 13F price*

At the end of Q2 2025, 2,440 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 15 from Q1 2025. 110 opened new positions and 84 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($7.4B), Bank of America Corp. ($4.2B) and Bank of New York Mellon Corp ($3.7B). 7 famous investors held it, including Jeff Smith (5.6% of Starboard Value's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions110$476.8M
Exits84$295.0M

All 13F filers, Q1 2025 → Q2 2025: 63,981,919 shares bought and 57,649,348 shares sold, net +6,332,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,440 holders

Northwestern Mutual Wealth Management Co. 5.42% Add +5.1% 119,891,228 $7.4B
Bank of America Corp. 0.34% Reduce -2.3% 67,880,608 $4.2B
Bank of New York Mellon Corp 0.70% Add +1.0% 59,972,950 $3.7B
Wells Fargo & Company 0.69% Reduce -0.3% 50,077,411 $3.1B
Raymond James Financial Inc. 0.83% Add +3.0% 38,719,798 $2.4B
Morgan Stanley 0.15% Add +0.1% 36,956,707 $2.3B
FMR LLC 0.13% Reduce -10.3% 36,672,022 $2.3B
Envestnet Asset Management Inc. 0.63% Add +1.5% 34,572,306 $2.1B
Goldman Sachs Group Inc. 0.27% Add +49.5% 26,883,799 $1.7B
Royal Bank of Canada 0.32% Add +15.4% 26,588,226 $1.6B
LPL Financial LLC 0.54% Add +3.5% 25,959,512 $1.6B
BlackRock, Inc. 0.03% Add +3.2% 25,581,794 $1.6B
Northern Trust Corp. 0.19% Reduce -0.8% 22,692,318 $1.4B
UBS Group AG 0.29% Reduce -3.2% 22,366,581 $1.4B
JPMorgan Chase & Co. 0.07% Reduce -42.3% 17,411,049 $1.1B
PNC Financial Services Group, Inc. 0.62% Reduce -1.1% 15,612,577 $968.3M
First Command Advisory Services, Inc. 8.23% Add +1.7% 15,412,835 $955.9M
Wealthspire Advisors, LLC 5.17% Reduce -4.3% 14,821,322 $919.2M
Mariner, LLC 1.25% Add +2.1% 13,961,480 $865.9M
Acorns Advisers, LLC 6.67% Add +12.1% 12,540,574 $777.8M
Northwestern Mutual Investment Management Company, LLC 9.83% Add +1.9% 10,305,199 $639.1M
Corient Private Wealth LP 0.84% Add +107.4% 10,204,380 $632.0M
Ameriprise Financial Inc. 0.15% Add +15.0% 9,844,405 $610.0M
Regions Financial Corp. 3.89% Add +25.6% 9,107,538 $564.8M
Keybank National Association 2.09% Reduce -0.8% 9,041,121 $560.7M
Truist Financial Corp. 0.81% Reduce -11.2% 8,903,842 $552.2M
Financial Engines Advisors L.L.C. 1.05% Add +4.3% 8,493,316 $526.8M
Millburn Ridgefield LLC 12.52% Reduce -6.1% 8,386,471 $520.1M
Catalyst Capital Advisors LLC 10.51% Reduce -6.1% 8,386,471 $520.1M
HighTower Advisors, LLC 0.58% Add +1.2% 7,469,865 $463.3M
Pathstone Holdings, LLC 1.72% Add +0.7% 7,044,601 $434.4M
Bank of Montreal 0.21% Add +2.6% 6,513,657 $404.0M
Commonwealth Equity Services, LLC 0.49% Reduce -8.9% 6,039,307 $374.6M
&partners 2.65% Add +32.0% 5,551,780 $344.9M
Jones Financial Companies LLLP 0.26% Add +21.0% 5,474,798 $339.5M
Alesco Advisors, LLC, An ESL Co 9.63% Add +3.0% 5,400,020 $334.9M
MAI Capital Management 2.28% Add +8.4% 5,293,658 $328.3M
Starboard Value 5.64% Add +47.3% 5,250,656 $325.6M
US Bancorp \de 0.41% Add +2.2% 5,212,331 $323.3M
Creative Planning 0.25% Reduce -4.0% 4,800,760 $297.7M
Fifth Third Bancorp 1.01% Reduce -3.4% 4,695,686 $291.2M
Bridges Investment Management Inc. 3.84% Add +0.8% 4,581,466 $284.1M
Municipal Employees' Retirement System of Michigan 3.40% Add +24.9% 4,555,207 $282.5M
Cerity Partners LLC 0.49% Reduce -1.9% 4,406,810 $273.3M
Circle Wealth Management, LLC 5.84% Reduce -0.3% 4,237,099 $262.8M
Valeo Financial Advisors, LLC 5.54% Add +4.6% 3,632,757 $225.0M
Baird Financial Group, Inc. 0.38% Add +2.6% 3,473,705 $215.4M
MML Investors Services, LLC 0.58% Reduce -0.4% 3,233,431 $200.5M
Davis R M Inc. 3.68% Add +1.4% 3,203,403 $198.7M
Franklin Resources Inc. 0.05% Reduce -3.1% 3,168,673 $196.5M
Citizens Financial Group Inc. 3.10% Reduce -2.4% 3,109,469 $192.8M
Comerica Bank 0.67% Reduce -2.2% 2,799,778 $173.6M
First Financial Bankshares Inc 3.81% Add +2.4% 2,740,978 $170.0M
Wealth Enhancement Advisory Services, LLC 0.28% Add +56.8% 2,611,984 $166.6M
AlTi Global, Inc. 4.08% Reduce -58.1% 2,617,211 $162.4M
Cetera Investment Advisers 0.27% Reduce -3.5% 2,574,014 $159.6M
Haverford Trust Co 1.52% Add +0.7% 2,573,583 $159.6M
Atlantic Union Bankshares Corp 3.51% New 2,480,098 $153.8M
Alaska Permanent Capital Management, LLC 11.60% Add +7.8% 2,411,984 $149.6M
Rockefeller Capital Management L.P. 0.33% Add +2.5% 2,388,327 $148.5M
Stifel Financial Corp. 0.14% Reduce -6.7% 2,347,270 $145.6M
Osaic Holdings, Inc. 0.26% Reduce -4.7% 2,345,325 $145.5M
Greenleaf Trust 1.25% Add +0.2% 2,277,767 $141.3M
Sand Hill Global Advisors, LLC 5.22% Add +0.7% 2,268,824 $140.7M
Captrust Financial Advisors 0.31% Reduce -0.4% 2,214,611 $137.4M
BLB&B Advisors, LLC 6.39% Add +0.6% 2,203,629 $136.7M
Members Trust Co 4.67% Reduce -4.1% 2,185,643 $135.6M
Constellation Investments, Inc. 6.14% Reduce -23.1% 2,140,000 $132.7M
Connecticut Wealth Management, LLC 6.31% Reduce -4.7% 2,135,947 $132.5M
UMB Bank, n.a. 2.04% Reduce -6.3% 2,114,781 $131.2M
Sigma Investment Counselors Inc. 7.02% Add +3.1% 2,057,875 $127.6M
Cresset Asset Management, LLC 0.64% Reduce -53.9% 2,051,213 $127.2M
Accredited Investors Inc. 7.49% Reduce -23.6% 2,041,023 $126.6M
Focus Partners Wealth 0.25% Add +10.6% 1,892,344 $117.4M
SWF LLC 13.46% Add +5421.6% 1,868,846 $115.9M
Fiduciary Trust Co 1.42% Reduce -1.8% 1,861,265 $115.4M
Cahaba Wealth Management, Inc. 8.71% Reduce -4.7% 1,807,885 $112.1M
Hamilton Capital, LLC 6.08% Add +2.9% 1,783,594 $110.6M
Whittier Trust Co. 1.32% Add +1.8% 1,770,444 $109.8M
Farmers & Merchants Investments Inc. 3.13% Add +8.4% 1,729,458 $107.3M
Bokf, NA 1.71% Reduce -17.5% 1,705,387 $105.8M
Badgley Phelps Wealth Managers, LLC 2.32% Add +3.1% 1,691,938 $104.9M
Moneta Group Investment Advisors LLC 1.21% Add +46.5% 1,643,920 $102.0M
Linscomb Wealth, Inc. 4.53% Add +1.7% 1,587,720 $98.5M
Acropolis Investment Management, LLC 5.36% Reduce -1.1% 1,574,000 $97.6M
M&T Bank Corp 0.34% Reduce -1.9% 1,573,707 $97.6M
Flputnam Investment Management Co. 1.65% Reduce -40.2% 1,552,763 $96.3M
First Interstate Bank 5.45% Add +1.1% 1,496,608 $92.8M
BNP Paribas Financial Markets 0.07% Add +120.4% 1,461,720 $90.7M
State Street Corp. 0.00% Reduce -3.0% 1,458,173 $90.4M
Lutz Financial Services LLC 7.02% Reduce -0.0% 1,457,901 $90.4M
Klingman & Associates, LLC 4.78% Reduce -2.4% 1,397,827 $86.7M
Legacy Wealth Management, LLC 5.36% Add +3.2% 1,388,812 $86.1M
RMR Wealth Builders 7.79% Add +5.0% 1,381,169 $85.7M
Chandler Asset Management, Inc. 14.96% Reduce -1.3% 1,358,103 $84.2M
State of Michigan Retirement System 0.43% Reduce -0.8% 1,351,510 $83.8M
Bessemer Group Inc. 0.14% Reduce -7.2% 1,347,898 $83.6M
Ally Invest Advisors Inc. 6.47% Add +5.6% 1,339,430 $83.1M
Sage Financial Group Inc. 6.06% Add +0.2% 1,323,658 $82.1M
BOK Financial Private Wealth, Inc. 5.40% Reduce -5.1% 1,305,320 $81.0M
Lee Financial Co 11.55% Add +1.8% 1,298,138 $80.5M
Voya Investment Management LLC 0.09% Reduce -28.0% 1,278,333 $79.3M
Full Sail Capital, LLC 4.57% Reduce -0.5% 1,276,269 $79.2M
Planning Alternatives Ltd. 10.89% Add +1.8% 1,261,373 $78.2M
RKL Wealth Management LLC 6.83% Add +0.9% 1,253,707 $77.8M
Provida Pension Fund Administrator 1.40% New 1,249,660 $77.5M
Equitable Holdings, Inc. 0.64% Add +6.9% 1,244,055 $77.2M
Harbour Investments, Inc. 1.93% Add +9.1% 1,226,189 $76.0M
Steward Partners Investment Advisory, LLC 0.59% Reduce -26.7% 1,207,705 $74.9M
Goelzer Investment Management, Inc. 4.01% Add +2.5% 1,180,815 $73.2M
Janney Montgomery Scott LLC 0.19% Reduce -10.7% 1,179,588 $73.2M
Vicus Capital 6.07% Add +4.1% 1,177,230 $73.0M
Alaska Wealth Advisors, LLC 10.44% Add +12.1% 1,175,233 $72.9M
Ballentine Partners, LLC 1.09% Add +3.0% 1,168,387 $72.5M
Tiaa Trust, National Association 0.19% Reduce -3.8% 1,164,247 $72.2M
Leonard Rickey Investment Advisors P.L.L.C. 14.40% Reduce -5.5% 1,162,445 $72.1M
Tarbox Family Office, Inc. 10.65% Add +2.2% 1,141,922 $70.8M
Alliancebernstein L.P. 0.02% Add +3.6% 1,121,204 $69.5M
LVZ, Inc. 8.20% Add +5.3% 1,102,344 $68.4M
Arkansas Financial Group, Inc. 10.62% Reduce -0.5% 1,102,176 $68.4M
Stratos Wealth Partners, LTD. 0.92% Reduce -1.5% 1,090,149 $67.6M
Cambridge Investment Research Advisors, Inc. 0.21% Reduce -0.6% 1,088,333 $67.5M
Private Advisor Group, LLC 0.36% Add +7.4% 1,083,445 $67.2M
Coldstream Capital Management Inc. 1.08% Reduce -0.4% 1,066,129 $66.1M
Bank of Nova Scotia 0.13% No change 1,043,500 $64.7M
Cape Cod Five Cents Savings Bank 5.90% No change 1,033,266 $64.4M
Destination Wealth Management 1.87% Add +2.1% 1,027,417 $63.7M
MCF Advisors LLC 4.15% Add +4.0% 1,011,058 $62.7M
Whittier Trust Co. of Nevada Inc. 1.41% Add +1.6% 1,004,429 $62.3M
Avidian Wealth Enterprises, LLC 2.50% Add +11.1% 990,856 $61.5M
Zions Bancorporation, National Association 3.30% Add +111.1% 990,502 $61.4M
Bangor Savings Bank 5.42% Add +0.3% 976,846 $60.6M
CW Advisors, LLC 0.58% Add +21.0% 969,258 $60.1M
First Horizon Advisors, Inc. 1.53% Reduce -2.3% 951,472 $59.0M
Clearstead Advisors, LLC 0.82% Reduce -4.7% 940,102 $58.3M
Chicago Partners Investment Group LLC 1.67% Reduce -0.4% 898,676 $57.9M
FIL Ltd 0.05% Reduce -63.3% 932,456 $57.8M
Valmark Advisers, Inc. 0.79% Reduce -1.5% 916,270 $56.8M
Pine Ridge Advisers LLC 3.55% Add +0.7% 897,275 $55.6M
Waverly Advisors, LLC 0.61% Reduce -0.8% 894,894 $55.5M
Crewe Advisors LLC 7.70% Add +3.3% 877,935 $54.4M
Arrow Financial Corp 5.71% Add +0.8% 873,652 $54.2M
CKW Financial Group 6.19% Add +0.8% 856,853 $53.8M
Axxcess Wealth Management, LLC 1.28% Add +12.9% 862,279 $53.5M
Charter Capital Management, LLC\DE 31.33% — 860,479 $53.4M
West Paces Advisors Inc. 11.32% Add +1.3% 857,595 $53.2M
Fifth Third Wealth Advisors LLC 2.21% Reduce -11.5% 850,048 $52.7M
Squarepoint Ops LLC 0.11% Add +238.2% 837,126 $51.9M
Modera Wealth Management, LLC 0.64% Reduce -1.6% 835,714 $51.8M
Private Wealth Asset Management, LLC 6.80% Add +1.5% 826,582 $51.3M
Red Cedar Investment Management, LLC 6.44% New 822,862 $51.0M
MBL Wealth, LLC 4.87% Add +6.1% 820,549 $50.9M
Kestra Advisory Services, LLC 0.25% Reduce -14.5% 814,600 $50.5M
Truefg, LLC 14.84% Add +2.8% 805,239 $49.9M
HSBC Holdings PLC 0.03% Add +0.2% 798,326 $49.5M
TD Asset Management Inc 0.04% Reduce -6.4% 798,274 $49.5M
MassMutual Private Wealth & Trust, FSB 1.31% Reduce -4.2% 792,742 $49.2M
Magnus Financial Group LLC 4.33% Add +2.4% 792,654 $49.2M
First Business Financial Services, Inc. 4.42% Reduce -0.4% 790,118 $49.0M
JNBA Financial Advisors 4.70% Reduce -0.9% 787,509 $48.8M
Capital Asset Advisory Services LLC 2.28% Add +13.4% 776,230 $48.7M
American Trust 4.57% Add +2.4% 782,741 $48.5M
Grove Bank & Trust 6.04% Add +2.7% 780,507 $48.4M
Phillips Financial Management, LLC 3.51% Reduce -1.1% 780,470 $48.4M
Bartlett & Co. Wealth Management LLC 0.67% Add +17.8% 771,412 $47.8M
Trilogy Capital Inc. 2.31% Add +7.0% 764,628 $47.4M
Wealthquest Corp 3.73% Add +4.8% 763,065 $47.3M
Hancock Whitney Corp. 0.90% Add +10.3% 756,141 $46.9M
Apollon Wealth Management, LLC 0.90% Add +6.3% 732,133 $45.4M
MainStreet Investment Advisors LLC 6.22% Reduce -4.5% 725,169 $45.0M
Bank of Stockton 13.38% Reduce -0.2% 724,525 $44.9M
Cwm, LLC 0.16% Reduce -28.9% 716,177 $44.4M
FORM Wealth Advisors, LLC 5.32% Add +11.1% 708,892 $44.0M
Portland Global Advisors LLC 5.17% Add +0.2% 707,403 $43.9M
Resonant Capital Advisors, LLC 2.76% Add +1.0% 696,158 $43.2M
JFS Wealth Advisors, LLC 2.74% Reduce -0.5% 695,131 $43.1M
Single Point Partners, LLC 9.36% Reduce -2.3% 690,178 $42.8M
Summit Financial Strategies, Inc. 3.95% Add +9.1% 688,843 $42.7M
Journey Advisory Group, LLC 3.30% Reduce -7.4% 683,248 $42.4M
Mercer Global Advisors Inc. 0.09% Reduce -27.1% 679,302 $42.1M
Blair William & Co. 0.12% Reduce -50.5% 679,166 $42.1M
Mesirow Financial Investment Management, Inc. 0.81% Reduce -41.1% 671,772 $41.7M
Westwood Holdings Group Inc. 0.30% Add +13.3% 669,107 $41.5M
SCS Capital Management LLC 0.46% Reduce -18.1% 669,029 $41.5M
Litman Gregory Wealth Management LLC 3.26% Reduce -23.4% 667,558 $41.4M
Quadrant Capital Group LLC 1.48% Reduce -9.6% 662,339 $41.1M
Nadler Financial Group, Inc. 4.20% Add +1.1% 662,091 $41.1M
Fulton Breakefield Broenniman LLC 2.76% Reduce -0.5% 659,073 $40.9M
ESL Trust Services, LLC 8.30% Add +6.8% 655,386 $40.6M
Graypoint LLC 2.29% Reduce -3.9% 654,440 $40.6M
Oppenheimer & Co. Inc. 0.53% Add +5.1% 648,678 $40.2M
Intrust Bank NA 3.56% Reduce -2.5% 647,999 $40.2M
Evermay Wealth Management LLC 4.94% Reduce -4.6% 647,557 $40.2M
Avantax Advisory Services, Inc. 0.22% Reduce -0.3% 640,753 $39.7M
New England Professional Planning Group Inc. 18.06% Add +0.5% 639,038 $39.6M
Johnson Investment Counsel Inc. 0.35% Add +3.8% 629,522 $39.0M
Diversified Trust Co. 0.86% Add +13.5% 627,554 $38.9M
Sax Wealth Advisors, LLC 2.35% Add +0.1% 627,190 $38.9M
Fiera Capital Corp 0.13% Reduce -6.1% 624,180 $38.7M
Natixis Advisors, LLC 0.06% Add +8.1% 623,793 $38.7M
Voya Financial Advisors, Inc. 3.90% Add +3.3% 623,770 $38.7M
Chesley Taft & Associates LLC 1.72% Reduce -9.8% 620,416 $38.5M
Lazard Asset Management LLC 0.06% Reduce -1.5% 611,803 $37.9M
Lowe Brockenbrough & Co. Inc. 2.11% Reduce -1.3% 606,403 $37.6M
Allworth Financial LP 0.18% Reduce -0.2% 600,038 $37.2M
Fosun International Ltd 10.52% Reduce -0.1% 56,040 $37.0M
Integrated Wealth Concepts LLC 0.37% Add +3.8% 593,928 $36.8M
RTD Financial Advisors, Inc. 4.68% Reduce -21.4% 589,967 $36.6M
Sequoia Financial Advisors, LLC 0.25% Add +13.8% 585,289 $36.3M
NewSquare Capital LLC 2.69% Add +4.3% 582,911 $36.2M
Beaumont Financial Advisors, LLC 2.57% Reduce -1.5% 572,606 $35.5M
DT Investment Partners, LLC 3.15% Reduce -46.2% 566,203 $35.1M
CJM Wealth Advisers, Ltd. 11.45% Reduce -2.2% 554,578 $34.4M
Greenwood Gearhart LLC 2.12% Add +4.9% 548,316 $34.0M
BlueStem Wealth Partners, LLC 4.18% Add +32.3% 547,970 $34.0M
NorthCoast Asset Management LLC 0.14% Reduce -20.3% 541,542 $33.6M
Barclays PLC 0.01% Add +2.3% 539,777 $33.5M
Global Retirement Partners, LLC 0.83% — 538,241 $33.4M
Human Investing LLC 5.21% Add +6.6% 533,142 $33.1M
Midwest Trust Co 0.45% — 523,597 $32.5M
CIBC Private Wealth Group LLC 0.06% Reduce -3.0% 522,234 $32.4M
Hudock, Inc. 5.18% Reduce -4.2% 519,773 $32.2M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -17.4% 518,912 $32.2M
Capital Investment Advisors, LLC 0.57% Reduce -2.4% 509,522 $32.1M
Forvis Mazars Wealth Advisors, LLC 0.68% Reduce -1.4% 511,419 $31.7M
Ameritas Advisory Services, LLC 1.63% Reduce -27.8% 502,767 $31.2M
D.A. Davidson & Co. 0.22% Reduce -0.8% 499,581 $31.0M
FineMark National Bank & Trust 1.05% Reduce -13.0% 499,519 $31.0M
Concurrent Investment Advisors, LLC 0.60% Add +31.8% 498,748 $30.9M
Pure Financial Advisors, LLC 0.54% Add +461.0% 496,179 $30.8M
United Capital Financial Advisors, LLC 0.25% Reduce -3.5% 493,559 $30.6M
Bristlecone Advisors, LLC 2.56% Reduce -0.5% 491,535 $30.5M
Titleist Asset Management, LLC 3.03% Add +11.1% 491,457 $30.5M
Graves Light Lenhart Wealth, Inc. 3.63% Add +0.3% 491,387 $30.5M
Scotia Capital Inc. 0.14% Reduce -0.2% 490,041 $30.4M
Old Second National Bank of Aurora 6.62% Reduce -4.1% 489,221 $30.3M
EP Wealth Advisors, LLC 0.20% Add +56.7% 485,256 $30.1M
Callan Family Office, LLC 0.95% Reduce -5.8% 484,786 $30.1M
Bar Harbor Wealth Management 1.90% Add +0.2% 478,814 $29.7M
Urban Financial Advisory Corp 14.77% Add +0.9% 473,707 $29.4M
Shoker Investment Counsel, Inc. 9.20% Add +0.3% 473,034 $29.3M
Wilmington Savings Fund Society, FSB 0.52% Reduce -3.3% 469,895 $29.1M
Ritter Daniher Financial Advisory LLC / DE 7.14% Reduce -3.3% 468,694 $29.1M
YHB Investment Advisors, Inc. 2.24% Reduce -0.3% 467,090 $29.0M
Courier Capital LLC 1.75% Add +2.6% 464,797 $28.8M
Bailard, Inc. 0.67% Add +6.2% 461,726 $28.6M
Savant Capital, LLC 0.20% Reduce -0.4% 454,283 $28.2M
Verde Capital Management 6.90% Add +5.2% 451,068 $28.0M
Nations Financial Group Inc, /Ia/ 1.88% Add +0.7% 441,264 $27.4M
Catalyst Financial Partners LLC 2.99% Add +3.4% 441,160 $27.4M
Arcataur Capital Management LLC 8.36% Add +0.4% 431,112 $26.7M
Lido Advisors, LLC 0.14% Add +9.2% 429,072 $26.6M
Choreo, LLC 0.37% Reduce -10.2% 428,070 $26.5M
Randolph Co Inc 2.70% Add +0.4% 424,919 $26.4M
Retirement Systems of Alabama 0.09% New 423,005 $26.2M
Thrivent Financial for Lutherans 0.06% Reduce -27.9% 422,960 $26.2M
Wealth Advisory Solutions, LLC 6.64% Add +1.1% 422,678 $26.2M
Ashton Thomas Private Wealth, LLC 0.92% Reduce -8.4% 419,353 $26.0M
Sagespring Wealth Partners, LLC 0.56% Reduce -12.4% 416,468 $25.8M
Brand Asset Management Group, Inc. 9.64% Add +1.0% 416,205 $25.8M
Citigroup Inc. 0.02% Reduce -25.9% 413,880 $25.7M
GenWealth Group, Inc. 5.14% New 410,976 $25.5M
Johnson Financial Group, Inc. 1.14% Add +12.6% 408,777 $25.4M
Sanctuary Advisors, LLC 0.16% Add +12.7% 408,603 $25.3M
Stockman Wealth Management, Inc. 3.43% Add +17.2% 407,461 $25.3M
Crestwood Advisors Group, LLC 0.45% Add +343.1% 407,347 $25.3M
Investments & Financial Planning, LLC 14.47% Add +2.0% 404,959 $25.1M
NewEdge Advisors, LLC 0.13% Reduce -4.4% 399,318 $24.8M
Mullooly Asset Management, Inc. 10.38% Add +1.6% 398,900 $24.7M
Kanawha Capital Management LLC 1.83% Add +0.2% 398,788 $24.7M
Financial Management Network Inc. 4.43% Add +4.6% 387,518 $24.7M
LGL Partners, LLC 10.92% Reduce -2.1% 393,414 $24.6M
Wealthcare Advisory Partners LLC 0.56% Add +101.1% 396,388 $24.6M
Gladstone Institutional Advisory LLC 1.01% Add +7.3% 394,073 $24.4M
Fort Washington Investment Advisors Inc. 0.14% Reduce -0.7% 391,602 $24.3M
Alps Advisors Inc. 0.14% Reduce -7.6% 391,267 $24.3M
Beacon Pointe Advisors, LLC 0.25% Add +0.4% 390,381 $24.2M
West Financial Advisors, LLC 4.19% Reduce -3.7% 388,037 $24.1M
Journey Strategic Wealth LLC 0.78% Reduce -0.6% 386,674 $24.0M
King Wealth Management Group 3.25% Add +0.0% 385,633 $23.9M
Summit Financial, LLC 0.54% Reduce -1.9% 383,816 $23.8M
Bryant Woods Investment Advisors, LLC 10.20% Reduce -1.5% 381,029 $23.6M
Salomon & Ludwin, LLC 2.33% Reduce -3.7% 371,554 $23.6M
Baron Silver Stevens Financial Advisors, LLC 3.74% Reduce -3.0% 376,608 $23.4M
Coastline Trust Co 2.67% Add +8.0% 376,100 $23.3M
OneDigital Investment Advisors LLC 0.26% Reduce -3.8% 375,772 $23.3M
Twele Capital Management, Inc. 4.62% Add +0.1% 375,474 $23.3M
Iowa State Bank 4.63% Reduce -0.5% 374,598 $23.2M
Drake & Associates, LLC 5.68% Add +5.7% 374,190 $23.2M
VestGen Advisors, LLC 0.92% Reduce -2.1% 371,478 $23.2M
HORAN Wealth, LLC 6.98% — 367,493 $22.8M
Kestra Private Wealth Services, LLC 0.33% Add +1.6% 365,394 $22.7M
TD Private Client Wealth LLC 0.55% Reduce -3.6% 361,893 $22.4M
Argent Trust Co 0.84% Reduce -0.5% 359,658 $22.3M
Sigma Planning Corp 0.67% Reduce -0.1% 359,171 $22.3M
Nan Fung Trinity (hk) Ltd. 2.66% Add +3.7% 359,000 $22.3M
Anb Bank 9.97% Reduce -1.1% 358,152 $22.2M
Harbor Group, Inc. 3.92% Reduce -1.6% 356,605 $22.1M
McKinley Carter Wealth Services, Inc. 1.23% Reduce -1.4% 356,555 $22.1M
Glenview Trust Co 0.38% Add +0.0% 353,131 $21.9M
Pinnacle Associates Ltd. 0.32% Add +5.2% 352,929 $21.9M
Horan Securities, Inc. 7.62% Reduce -1.1% 349,143 $21.7M
Texas Capital Bank Wealth Management Services Inc 2.02% Add +1.1% 348,503 $21.6M
Serenus Wealth Advisors, LLC 3.66% Reduce -16.1% 347,335 $21.5M
Altus Wealth Management, LLC 10.31% Reduce -0.6% 347,210 $21.5M
Glenmede Investment Management, LP 0.11% — 343,568 $21.3M
Wealthspire Retirement, LLC 1.41% Reduce -6.0% 342,999 $21.3M
Presper Financial Architects, LLC 15.82% — 342,735 $21.3M
Alpine Bank Wealth Management 3.21% Add +1.2% 342,302 $21.2M
Trust Co. of Vermont 0.99% Reduce -0.3% 337,920 $21.0M
Bleakley Financial Group, LLC 0.53% Add +429.0% 337,303 $20.9M
Arkos Global Advisors 2.88% Add +7.2% 334,802 $20.8M
Pinnacle Financial Partners Inc 0.44% Add +2.9% 333,744 $20.7M
Vestmark Advisory Solutions, Inc. 0.30% Add +859.4% 333,349 $20.7M
Caliber Wealth Management, LLC / KS 2.22% Add +12.1% 332,807 $20.6M
Conning Inc. 0.74% No change 330,740 $20.5M
Professional Advisory Services Inc. 2.50% Add +0.6% 325,952 $20.2M
Orin Green Financial, LLC 8.50% Add +1.6% 323,686 $20.1M
Greenup Street Wealth Management LLC 3.49% Add +6.0% 322,976 $20.0M
Advisory Services Network, LLC 0.32% Reduce -26.5% 314,681 $19.8M
Peninsula Asset Management Inc. 10.46% Reduce -0.1% 319,425 $19.8M
Dynamic Advisor Solutions LLC 0.61% Add +2.5% 316,694 $19.6M
CFS Investment Advisory Services, LLC 1.60% Reduce -1.2% 316,136 $19.6M
49 Wealth Management, LLC 2.09% Add +16.4% 315,999 $19.6M
Valley Forge Investment Consultants Inc. Adv 6.26% Add +1.1% 315,209 $19.5M
Pinnacle Wealth Management Advisory Group, LLC 1.62% Add +5.8% 314,947 $19.5M
Allspring Global Investments Holdings, LLC 0.03% No change 310,129 $19.5M
jvl associates llc 6.99% Reduce -8.3% 313,548 $19.4M
Enterprise Bank & Trust Co 7.21% Reduce -8.6% 311,078 $19.3M
Brown Advisory Inc. 0.03% Add +7.7% 307,441 $19.1M
DHJJ Financial Advisors, Ltd. 6.84% Add +0.0% 305,619 $19.0M
PKS Advisory Services, LLC 4.67% Add +0.4% 305,304 $18.9M
Harbour Trust & Investment Management Co 2.09% Add +1.2% 304,497 $18.9M
Lynch & Associates 3.80% Add +1.9% 304,495 $18.9M
Marietta Wealth Management, LLC 2.45% Add +1.0% 302,507 $18.8M
Perigon Wealth Management, LLC 0.44% Reduce -8.0% 302,236 $18.7M
PACK Private Wealth, LLC 9.91% Add +8.6% 301,406 $18.7M
Instrumental Wealth, LLC 14.86% Add +6.3% 298,995 $18.7M
Cambridge Advisors Inc. 3.90% Add +12.6% 300,467 $18.6M
Soltis Investment Advisors LLC 1.46% Add +0.7% 299,143 $18.6M
Whitcomb & Hess, Inc. 5.23% Add +1.7% 298,923 $18.5M
Newton One Investments LLC 5.83% Add +6.4% 298,875 $18.5M
FSM Wealth Advisors, LLC 2.99% Add +10.7% 290,823 $18.4M
1ST Source Bank 1.01% Add +9.5% 295,919 $18.4M
Leavell Investment Management, Inc. 0.82% Add +2.9% 295,652 $18.3M
Crescent Grove Advisors, LLC 1.77% Add +2.0% 295,058 $18.3M
Montag A & Associates Inc. 0.89% Reduce -11.0% 293,843 $18.2M
Smithfield Trust Co 0.86% Reduce -3.0% 293,179 $18.2M
Centerpoint Advisors, LLC 6.16% Add +0.7% 292,734 $18.2M
Rwa Wealth Partners, LLC 0.23% Add +39.3% 292,281 $18.1M
Trifecta Capital Advisors, LLC 2.99% Add +0.1% 289,460 $18.0M
Old National Bancorp 0.32% Add +144.6% 289,122 $17.9M
Madison Asset Management, LLC 0.19% Reduce -9.7% 288,286 $17.9M
Cim Investment Management Inc. 3.38% Reduce -50.8% 285,596 $17.7M
Atlanta Consulting Group Advisors, LLC 4.84% Add +2.0% 285,378 $17.7M
Park Avenue Securities LLC 0.16% Add +15.1% 285,184 $17.7M
Ironwood Financial, llc 3.79% No change 302,884 $17.7M
Principal Financial Group Inc. 0.01% Reduce -10.2% 284,800 $17.7M
Curi Capital, LLC 0.34% Add +25.7% 284,300 $17.6M
Acima Private Wealth, LLC 5.98% Add +9.1% 282,928 $17.5M
First Nebraska Trust Co 1.68% Add +5.2% 290,245 $17.5M
Avondale Wealth Management 9.72% Add +3.6% 280,506 $17.4M
Brown Brothers Harriman & Co. 0.11% Add +2.0% 279,986 $17.4M
Atlantic Edge Private Wealth Management, LLC 4.77% Reduce -19.4% 279,893 $17.4M
Independent Financial Group, LLC 0.48% Reduce -1.3% 279,418 $17.3M
Simmons Bank 1.23% Reduce -3.3% 279,215 $17.3M
Meridian Management Co. 4.70% Add +58.1% 272,604 $17.2M
Burns J W & Co. Inc. 2.08% Add +0.3% 276,678 $17.2M
First National Trust Co 0.64% Reduce -4.0% 276,388 $17.1M
Composition Wealth, LLC 0.29% Add +194.3% 275,656 $17.1M
Nottingham Advisors, Inc. 2.52% Reduce -6.6% 274,195 $17.0M
Cantor Fitzgerald Investment Advisors L.P. 1.20% Reduce -1.1% 274,108 $17.0M
Asset Management Group, Inc. 2.96% Add +1.8% 273,701 $17.0M
Marino, Stram & Associates LLC 3.37% Reduce -1.1% 269,334 $16.7M
Atria Wealth Solutions, Inc. 0.38% Reduce -60.8% 264,304 $16.6M
Holland Advisory Services, Inc. 24.15% Reduce -0.3% 266,583 $16.5M
Turtle Creek Wealth Advisors, LLC 1.94% Add +0.3% 265,492 $16.5M
Kelman-Lazarov, Inc. 2.64% Add +3.3% 262,276 $16.3M
Lodestar Private Asset Management LLC 1.86% Reduce -0.3% 259,762 $16.1M
Citizens & Northern Corp. 4.29% Reduce -11.0% 258,700 $16.0M
WASHINGTON TRUST Co 0.57% Add +5.1% 258,694 $16.0M
Retirement Income Solutions, Inc. 2.94% Reduce -65.8% 258,226 $16.0M
Macquarie Group Ltd. 0.02% Reduce -44.7% 257,720 $16.0M
Cape Ann Savings Bank 9.54% Reduce -2.6% 257,478 $16.0M
Evernest Financial Advisors, LLC 5.16% Add +0.1% 257,361 $16.0M
Apella Capital, LLC 0.43% Add +6.4% 251,761 $15.9M
Tower Wealth Partners, Inc. 9.34% Add +2.3% 254,800 $15.8M
Clarity Wealth Advisors, LLC 3.88% Add +1.6% 253,595 $15.7M
Burkett Financial Services, LLC 5.65% Add +6.1% 252,992 $15.7M
Accretive Wealth Partners, LLC 5.14% Add +2.9% 252,664 $15.7M
BostonPremier Wealth LLC 8.56% Add +2.8% 248,815 $15.4M
Equitable Trust Co. 0.77% Add +8.2% 248,613 $15.4M
Core Wealth Advisors, Inc. 4.43% Add +2.6% 248,285 $15.4M
Common Fund for Nonprofit Organizations 1.57% Add +0.3% 245,577 $15.2M
Norris Perne & French LLP 1.06% Add +2.3% 243,745 $15.1M
Freedom Investment Management, Inc. 1.21% Add +4.9% 243,609 $15.1M
Platt Investment Counsel, LLC 14.34% Reduce -1.2% 243,377 $15.1M
Southeast Asset Advisors, LLC 1.79% Add +4.7% 243,354 $15.1M
Eley Financial Management, Inc 5.75% Add +0.5% 241,480 $15.0M
Smith, Moore & Co. 1.26% Reduce -2.1% 241,177 $15.0M
Guardian Wealth Advisors, LLC 8.85% Add +8.3% 241,078 $15.0M
Greenland Capital Management LP 2.01% New 240,639 $14.9M
Galvin, Gaustad & Stein, LLC 1.30% Add +5.3% 240,074 $14.9M
Farther Finance Advisors, LLC 0.30% Add +22.8% 239,903 $14.9M
IHT Wealth Management, LLC 0.41% Add +176.3% 239,756 $14.9M
IFG Advisors, LLC 2.49% Add +22.3% 239,078 $14.8M
Mechanics Financial Corp 6.28% Add +0.1% 238,335 $14.8M
Guidance Point Advisors, LLC 3.93% Reduce -5.0% 238,202 $14.8M
Windsor Capital Management, LLC 4.29% Add +2.6% 237,252 $14.7M
MKD Wealth Coaches, LLC 15.33% Add +5.8% 234,382 $14.5M
Hubbell Strickland Wealth Management, LLC 6.41% Reduce -1.8% 234,310 $14.5M
CoreCap Advisors, LLC 0.59% Add +3.6% 234,265 $14.5M
IronBridge Private Wealth, LLC 5.05% Reduce -7.6% 233,436 $14.5M
AdvisorNet Financial, Inc 0.93% Reduce -1.3% 232,752 $14.4M
Walkner Condon Financial Advisors LLC 2.63% Add +11.1% 229,926 $14.3M
PDS Planning, Inc 1.06% Reduce -1.9% 229,329 $14.2M
American Financial Advisors, LLC 1.99% Add +6.4% 229,291 $14.2M
Argent Advisors, Inc. 4.37% Add +3.2% 227,579 $14.1M
Pacific Center for Financial Services 3.82% Reduce -1.3% 227,122 $14.1M
Cibc World Market Inc. 0.03% Add +1.6% 226,999 $14.1M
Armor Investment Advisors, LLC 5.25% Add +0.2% 224,585 $13.9M
Boyd Wealth Management, LLC 5.98% Add +104.8% 222,830 $13.8M
Winthrop Advisory Group LLC 1.33% Reduce -1.6% 222,819 $13.8M
SWS Partners 3.72% Add +9.1% 222,344 $13.8M
River Street Advisors LLC 5.93% Add +4.3% 221,937 $13.8M
Centaurus Financial, Inc. 0.80% Add +1.6% 221,908 $13.8M
Integrated Advisors Network LLC 0.62% Reduce -13.1% 221,335 $13.7M
First Bank & Trust 2.44% Add +5.7% 220,532 $13.7M
Arkadios Wealth Advisors 0.41% Add +5.1% 218,562 $13.6M
Consilio Wealth Advisors, LLC 4.83% Add +0.7% 218,366 $13.5M
Colonial Trust Advisors 1.12% Reduce -1.1% 217,608 $13.5M
LTG Capital LLC 11.53% Add +0.2% 217,314 $13.5M
Coyle Financial Counsel LLC 3.61% Add +9.4% 217,207 $13.5M
Carr Financial Group Corp 3.96% Add +30.6% 216,285 $13.4M
Olympus Wealth Management, LLC 4.50% Add +25.0% 215,861 $13.4M
Per Stirling Capital Management, LLC. 1.74% Reduce -33.6% 214,680 $13.3M
Ancora Advisors LLC 0.28% Reduce -1.2% 213,539 $13.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -12.8% 213,335 $13.2M
Highview Capital Management LLC 5.09% Add +2.3% 212,475 $13.2M
Western Wealth Management, LLC 0.78% Reduce -0.5% 211,823 $13.1M
Pittenger & Anderson Inc. 0.48% Add +1.5% 211,312 $13.1M
Forbes J M & Co. LLP 1.20% Add +0.2% 211,136 $13.1M
Robinswood Financial LLC 4.62% Reduce -6.8% 210,451 $13.1M
Tompkins Financial Corp. 1.20% Reduce -38.2% 210,234 $13.0M
Neumann Capital Management, LLC 4.08% Reduce -0.6% 209,360 $13.0M
Meridian Wealth Management, LLC 0.56% Add +3.8% 209,359 $13.0M
First Western Trust Bank 0.58% Add +16.1% 208,745 $12.9M
Encompass Wealth Advisors, LLC 4.73% Add +4.0% 208,174 $12.9M
Robertson Stephens Wealth Management, LLC 0.45% Reduce -2.7% 208,026 $12.9M
Advisors Capital Management, LLC 0.18% Add +15.3% 206,369 $12.8M
Jane Street Group, LLC 0.02% New 203,882 $12.6M
Beacon Financial Planning, Inc. 7.06% Reduce -5.4% 203,844 $12.6M
Ameritas Investment Partners, Inc. 0.40% Reduce -5.5% 202,831 $12.6M
IFG Advisory, LLC 0.63% Reduce -1.5% 202,746 $12.6M
Financial Advocates Investment Management 1.03% Reduce -26.6% 202,409 $12.6M
Synovus Financial Corp. 0.15% Add +7.6% 200,746 $12.5M
Riverpoint Wealth Management Holdings, LLC 2.91% Add +0.5% 199,542 $12.4M
Little House Capital LLC 3.08% Add +1.3% 198,364 $12.3M
KMG Fiduciary Partners, LLC 0.91% Add +3.9% 197,169 $12.2M
New York Life Investment Management LLC 0.11% Reduce -53.1% 196,944 $12.2M
SageView Advisory Group, LLC 0.46% Reduce -4.3% 189,994 $12.2M
J.W. Cole Advisors, Inc. 0.26% Add +27.4% 196,221 $12.2M
Petix & Botte Co 2.97% Reduce -4.0% 195,224 $12.1M
Hopwood Financial Services, Inc. 9.45% Add +3.4% 194,804 $12.1M
IFP Advisors, Inc 0.34% Add +19.5% 194,470 $12.1M
Towercrest Capital Management 2.15% Add +7.6% 194,216 $12.0M
Waldron Private Wealth LLC 0.52% Reduce -2.1% 193,277 $12.0M
Panoramic Capital Partners, LLC 8.31% Add +21.1% 187,874 $12.0M
Ironwood Wealth Management, LLC. 4.37% Reduce -16.4% 192,927 $12.0M
FFT Wealth Management LLC 2.35% Reduce -18.3% 191,122 $12.0M
Orion Porfolio Solutions, LLC 0.10% Reduce -9.1% 192,192 $11.9M
Fairway Wealth LLC 3.80% Add +2.1% 191,661 $11.9M
Capital Investment Counsel, LLC 1.84% Reduce -3.2% 191,568 $11.9M
KFA Private Wealth Group, LLC 3.67% Add +0.4% 190,832 $11.8M
GFS Advisors, LLC 1.62% Reduce -0.9% 190,532 $11.8M
Madison Wealth Partners, Inc 2.57% Add +0.2% 190,126 $11.8M
Hardy Reed LLC 0.94% Reduce -0.1% 189,617 $11.8M
London Co. of Virginia 0.07% Reduce -45.9% 188,793 $11.7M
Cullen/Frost Bankers, Inc. 0.14% Add +39.2% 186,472 $11.6M
Capital Analysts, LLC 0.38% Add +84.5% 185,222 $11.5M
Choate Investment Advisors 0.25% Add +3.8% 185,187 $11.5M
AMG National Trust Bank 0.30% Reduce -0.8% 184,526 $11.4M
Omega Financial Group, LLC 4.12% Add +2.8% 184,282 $11.4M
Parallel Advisors, LLC 0.23% Add +0.9% 182,846 $11.3M
Principal Securities, Inc. 0.21% Add +2.1% 181,884 $11.3M
Campion Asset Management 8.45% Add +7.4% 181,528 $11.3M
AAF Wealth Management, LLC 5.12% Reduce -9.4% 181,223 $11.2M
Naples Global Advisors, LLC 0.96% Add +0.8% 179,925 $11.2M
First Hawaiian Bank 1.51% Reduce -7.6% 179,914 $11.2M
Proffitt & Goodson Inc. 1.70% Add +4.5% 179,405 $11.1M
MTC Wealth Management LLC 5.31% Reduce -2.0% 178,141 $11.0M
Tower Research Capital LLC (TRC) 0.30% Add +8888200.0% 177,766 $11.0M
Wesbanco Bank Inc. 0.33% Add +22.3% 177,487 $11.0M
Fidelis Capital Partners, LLC 1.00% Add +13.5% 175,513 $11.0M
NewEdge Wealth, LLC 0.17% Add +5.1% 175,680 $11.0M
Telos Capital Management, Inc. 1.12% Add +6.3% 177,116 $11.0M
1 North Wealth Services LLC 4.36% Add +1.8% 177,010 $11.0M
Greenberg Financial Group 4.11% Reduce -4.0% 142,120 $11.0M
Great Valley Advisor Group, Inc. 0.24% Add +9.3% 176,416 $10.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.30% Reduce -0.1% 175,391 $10.9M
Simon Quick Advisors, LLC 0.55% Reduce -11.0% 175,282 $10.9M
Pachira Investments Inc. 8.18% Reduce -4.6% 174,571 $10.8M
SoundView Advisors Inc. 3.98% Add +6.8% 174,391 $10.8M
Cahill Financial Advisors Inc. 1.34% Add +3.0% 173,875 $10.8M
Dentgroup LLC 7.45% Add +8.4% 173,215 $10.7M
Kopp Family Office, LLC 6.95% Add +208.5% 173,093 $10.7M
Vision Capital Management, Inc. 1.41% Reduce -0.7% 173,090 $10.7M
Landing Point Financial Group, LLC 6.74% Add +2.3% 172,288 $10.7M
Private Advisory Group LLC 1.00% New 171,698 $10.6M
Affiance Financial, LLC 2.15% Reduce -2.7% 170,622 $10.6M
Commerce Bank 0.06% Reduce -3.1% 169,978 $10.5M
First Citizens Bank & Trust Co. 0.19% Add +4.8% 169,967 $10.5M
May Hill Capital, LLC 3.47% Reduce -11.1% 169,759 $10.5M
Asset Allocation Strategies LLC 2.32% Add +15.7% 169,351 $10.5M
JSF Financial, LLC 2.49% Add +7.3% 169,050 $10.5M
Partnership Wealth Management, LLC 8.48% Reduce -2.3% 168,794 $10.5M
RiverGlades Family Offices LLC 6.85% Add +1.0% 168,312 $10.4M
Country Club Bank 0.66% Add +1.4% 168,138 $10.4M
Certified Advisory Corp 1.06% Reduce -2.5% 163,783 $10.2M
Aft, Forsyth & Sober, LLC 3.42% Add +0.3% 163,625 $10.1M
SPC Financial, Inc. 0.85% Add +8.1% 163,405 $10.1M
Community Bank, N.A. 1.33% Reduce -0.1% 163,129 $10.1M
Vanguard Group Inc. 0.00% Add +1.2% 161,470 $10.0M
AtlasMark Financial, Inc 7.58% Add +14.4% 160,675 $10.0M
IFS Advisors, LLC 7.54% Add +44.3% 160,599 $10.0M
Ellis Investment Partners, LLC 1.92% Add +0.4% 159,233 $9.9M
Econ Financial Services Corp 5.08% Add +7.6% 158,983 $9.9M
Evercore Wealth Management, LLC 0.15% Reduce -0.0% 158,814 $9.8M
Union Savings Bank 4.51% Reduce -1.8% 155,863 $9.8M
Harbor Advisory Corp. 3.12% Add +2.7% 158,120 $9.8M
Rochester Wealth Strategies, LLC 7.02% Add +11.8% 157,915 $9.8M
Associated Banc-Corp 0.28% Add +0.3% 157,452 $9.8M
PCA Investment Advisory Services Inc. 4.11% Add +17.4% 157,244 $9.8M
Idaho Trust Co 3.48% Add +3.7% 156,946 $9.7M
GTS Securities LLC 0.43% New 156,365 $9.7M
TruWealth Advisors, LLC 0.53% Add +4.8% 156,285 $9.7M
Matrix Private Capital Group LLC 5.67% Reduce -9.3% 155,566 $9.6M
CX Institutional 0.34% Reduce -7.8% 154,888 $9.6M
NTV Asset Management LLC 1.15% Reduce -1.8% 154,581 $9.6M
Level Four Advisory Services, LLC 0.35% Add +4.7% 154,534 $9.6M
DAVENPORT & Co LLC 0.05% Reduce -7.0% 154,272 $9.6M
Hiley Hunt Wealth Management 4.77% Add +3.1% 149,438 $9.4M
Lake Street Private Wealth, LLC 1.35% Add +4.5% 151,673 $9.4M
Cascade Wealth Advisors, Inc 5.30% Add +32.3% 149,860 $9.4M
Rice Partnership, LLC 1.62% Add +8.4% 150,229 $9.3M
Spire Wealth Management 0.33% Reduce -23.1% 152,841 $9.3M
Jump Financial, LLC 0.12% New 149,780 $9.3M
Atria Investments, Inc 0.11% Add +2.8% 149,680 $9.3M
Finley Financial, LLC 4.66% Add +5.3% 149,329 $9.3M
Stratos Investment Management, LLC 0.42% Reduce -1.8% 148,758 $9.2M
Tectonic Advisors LLC 0.54% Add +7.4% 148,566 $9.2M
Kingsview Wealth Management, LLC 0.16% Add +8.7% 148,218 $9.2M
National Philanthropic Trust 0.12% Reduce -4.0% 147,916 $9.2M
Sandbox Financial Partners, LLC 2.89% Add +2282.0% 147,781 $9.2M
Rossmore Private Capital 1.07% Reduce -1.1% 147,747 $9.2M
Global Wealth Management Investment Advisory, Inc. 1.71% Reduce -15.6% 146,719 $9.1M
StrongBox Wealth, LLC 3.44% Add +1.8% 146,334 $9.1M
Summit Trail Advisors, LLC 0.16% New 145,961 $9.1M
Ramsay, Stattman, Vela & Price, Inc. 1.69% Reduce -4.0% 145,779 $9.0M
David J Yvars Group 5.27% Add +67.0% 144,933 $9.0M
Destiny Capital Corp 5.42% Add +2.8% 144,923 $9.0M
HB Wealth Management, LLC 0.07% Reduce -16.0% 144,227 $8.9M
YANKCOM Partnership 4.38% Add +7.0% 144,189 $8.9M
NorthCrest Asset Manangement, LLC 0.24% Reduce -6.9% 139,825 $8.9M
Independent Solutions Wealth Management, LLC 1.73% Add +0.8% 141,859 $8.9M
Colton Groome Financial Advisors, LLC 3.00% Add +2.6% 142,641 $8.8M
Lee, Kelleher & Klein Wealth Management 5.86% Add +4.0% 142,231 $8.8M
Physician Wealth Advisors, Inc. 1.38% Add +2.5% 141,835 $8.8M
Caldwell Trust Co 0.88% Add +1.7% 141,479 $8.8M
Wescott Financial Advisory Group, LLC 0.84% Add +8.0% 141,026 $8.7M
Better Money Decisions, LLC 5.31% Add +3.9% 140,957 $8.7M
Prime Capital Investment Advisors, LLC 0.12% Reduce -44.2% 140,004 $8.7M
Novare Capital Management LLC 0.70% Add +2.2% 139,777 $8.7M
LeConte Wealth Management, LLC 5.86% Reduce -23.1% 139,586 $8.7M
Belpointe Asset Management LLC 0.36% Add +24.3% 139,139 $8.6M
Mutual Advisors, LLC 0.22% Add +10.6% 133,925 $8.6M
Avaii Wealth Management, LLC 3.82% Reduce -16.4% 138,618 $8.6M
Gallagher Capital Advisors, LLC 6.92% Reduce -38.3% 133,414 $8.6M
SG Americas Securities, LLC 0.04% Add +820.2% 138,034 $8.6M
Precedent Wealth Partners, LLC 2.09% Reduce -6.4% 137,387 $8.5M
Burke & Herbert Bank & Trust Co. 1.90% Reduce -0.2% 136,934 $8.5M
Quantinno Capital Management LP 0.04% Add +47.9% 135,927 $8.4M
Peoples Bank 5.19% Reduce -7.2% 135,538 $8.4M
BlueChip Wealth Advisors LLC 3.46% Reduce -2.5% 135,504 $8.4M
Jmac Enterprises LLC 1.80% Add +50.8% 135,195 $8.4M
Mascoma Wealth Management LLC 1.95% Add +0.1% 135,081 $8.4M
New Hampshire Trust 1.75% Reduce -0.9% 135,004 $8.4M
St. Louis Trust Co 1.11% No change 134,838 $8.4M
Elevation Point Wealth Partners, LLC 0.65% Add +10.8% 134,142 $8.3M
Clarus Wealth Advisors 3.83% Add +4.4% 130,726 $8.3M
Citizens National Bank Trust Department 1.65% Add +2.3% 133,639 $8.3M
Smithbridge Asset Management Inc. 1.44% Add +93.7% 133,080 $8.3M
Opes Wealth Management LLC 1.46% Add +19.1% 132,963 $8.2M
Lebenthal Global Advisors, LLC 1.54% Add +1.5% 132,949 $8.2M
Eastern Bank 0.16% Reduce -2.9% 132,942 $8.2M
Montis Financial, LLC 2.29% Add +0.9% 132,622 $8.2M
Vishria Bird Financial Group, LLC 2.73% Reduce -0.3% 132,237 $8.2M
Richwood Investment Advisors, LLC 6.73% Reduce -0.5% 132,228 $8.2M
MetLife Investment Management, LLC 0.05% Reduce -0.8% 132,000 $8.2M
RFP Financial Group LLC 3.38% Add +0.7% 131,979 $8.2M
Eldridge Investment Advisors, Inc. 1.71% Reduce -0.5% 131,875 $8.2M
GHP Investment Advisors, Inc. 0.36% Reduce -0.2% 131,684 $8.2M
Elyxium Wealth, LLC 3.06% Reduce -5.2% 131,563 $8.2M
Alley Investment Management Company, LLC 0.97% Add +0.1% 129,038 $8.0M
Affinity Capital Advisors, LLC 1.37% Reduce -0.4% 128,875 $8.0M
Advisory Alpha, LLC 0.25% Reduce -4.7% 128,189 $8.0M
Wela Strategies, Inc. 3.13% Add +2.4% 127,928 $7.9M
Stratos Wealth Advisors, LLC 0.42% Reduce -2.2% 127,612 $7.9M
Vectors Research Management, LLC 2.70% Reduce -1.4% 127,108 $7.9M
Zacks Investment Management 0.07% Reduce -15.6% 126,903 $7.9M
National Bank of Canada 0.01% Add +36.3% 126,789 $7.9M
Pettyjohn, Wood & White, Inc. 1.40% Reduce -4.0% 126,779 $7.9M
Greenwood Capital Associates LLC 0.98% Reduce -8.6% 126,436 $7.8M
Triangle Securities Wealth Management 1.93% Add +2.8% 126,386 $7.8M
GC Wealth Management RIA, LLC 0.64% Add +0.0% 126,025 $7.8M
Enclave Advisors LLC 1.26% Reduce -20.7% 126,013 $7.8M
Canal Capital Management, LLC 1.23% Add +1.4% 125,774 $7.8M
Arcus Capital Partners, LLC 3.34% Reduce -27.9% 124,426 $7.7M
New England Asset Management Inc. 1.25% Add +7.7% 124,390 $7.7M
Ewa, LLC 2.39% Add +3.2% 122,492 $7.6M
Mission Wealth Management, LP 0.17% Add +31.7% 122,365 $7.6M
Magnolia Capital Management Ltd. 6.05% Reduce -3.1% 122,135 $7.6M
Tudor Investment Corporation 0.06% Add +76.5% 122,110 $7.6M
State of Wisconsin Investment Board 0.02% Add +48.4% 122,030 $7.6M
Capital Investment Advisory Services, LLC 0.62% Add +3.5% 121,694 $7.5M
Flagship Harbor Advisors, LLC 0.36% Add +8.3% 121,650 $7.5M
Pinnacle Bancorp, Inc. 2.31% Reduce -0.2% 120,743 $7.5M
Snowden Capital Advisors LLC 0.22% Add +4.0% 120,522 $7.5M
Mayflower Financial Advisors, LLC 1.04% Reduce -33.1% 120,496 $7.5M
Nwam LLC 0.43% Reduce -4.3% 119,305 $7.4M
Madrid Financial Services 5.04% Add +6.5% 120,072 $7.4M
Merit Financial Group, LLC 0.08% Add +5.3% 119,907 $7.4M
First National Bank of Hutchinson 4.62% Reduce -2.9% 119,855 $7.4M
Pennsylvania Capital Management Inc. 2.37% Add +0.5% 119,314 $7.4M
SlateStone Wealth, LLC 0.69% Add +2.8% 119,106 $7.4M
Ullmann Wealth Partners Group, LLC 0.87% Reduce -3.8% 118,883 $7.4M
Rogco, LP 2.78% Reduce -0.9% 118,871 $7.4M
Watchman Group, Inc. 1.91% Add +3.2% 118,062 $7.3M
Meridian Financial Advisors, LLC 4.74% Reduce -0.1% 118,001 $7.3M
Sterling Investment Advisors LLC 3.81% Add +3.1% 117,912 $7.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Add +4.9% 117,608 $7.3M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.3% 117,051 $7.3M
Birch Hill Investment Advisors LLC 0.32% Reduce -0.1% 116,791 $7.2M
Bordeaux Wealth Advisors LLC 0.93% Reduce -0.8% 116,652 $7.2M
Exencial Wealth Advisors, LLC 0.25% Reduce -0.2% 116,408 $7.2M
Peapack Gladstone Financial Corp. 0.10% Reduce -0.4% 116,196 $7.2M
Boltwood Capital Management 2.04% Add +1.6% 115,940 $7.2M
Apollon Financial, LLC 1.50% Add +2.4% 114,948 $7.1M
Federation des caisses Desjardins du Quebec 0.03% Add +243.4% 114,834 $7.1M
Prospera Financial Services Inc 0.13% Reduce -1.5% 114,321 $7.1M
Mgo One Seven LLC 0.23% Reduce -6.1% 114,299 $7.1M
Fiduciary Group, LLC 0.67% Reduce -2.2% 114,256 $7.1M
SOL Capital Management CO 0.68% Reduce -1.3% 113,824 $7.1M
JPL Wealth Management, LLC 1.90% Add +2.1% 113,806 $7.1M
Rhumbline Advisers 0.01% Reduce -50.0% 113,715 $7.1M
Baker Tilly Wealth Management, LLC 2.50% Reduce -10.0% 113,076 $7.0M
Parisi Gray Wealth Management 2.01% Add +61.3% 112,894 $7.0M
Aptus Capital Advisors, LLC 0.07% Reduce -4.6% 112,784 $7.0M
Bank of Hawaii 0.37% No change 112,425 $7.0M
Crestmont Private Wealth LLC 2.52% Reduce -1.2% 112,254 $7.0M
Richardson Capital Management LLC 3.65% Add +5.7% 112,243 $7.0M
Quad-Cities Investment Group, LLC 3.15% Add +0.3% 111,744 $6.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.9% 111,435 $6.9M
Arrowroot Family Office, LLC 3.09% — 111,090 $6.9M
Topel & Distasi Wealth Management, LLC 3.57% Reduce -9.4% 109,933 $6.8M
Pettinga Financial Advisors LLC 1.49% Add +0.1% 109,490 $6.8M
2UniFi Bank 3.85% Add +12.9% 109,445 $6.8M
Vantage Financial Partners, LLC 1.56% Reduce -54.3% 109,295 $6.8M
Legacy Trust 1.66% Add +0.2% 109,032 $6.8M
Global Wealth Management, LLC 3.70% Reduce -7.2% 106,128 $6.8M
Hi-Line Capital Management, LLC 2.39% Add +17.2% 108,834 $6.7M
Regal Investment Advisors LLC 0.50% Add +7.4% 108,523 $6.7M
Pitcairn Co. 0.44% Reduce -0.4% 108,340 $6.7M
Fortitude Family Office, LLC 2.22% Add +112.0% 108,272 $6.7M
Alpha Financial Partners LLC 4.84% Add +0.8% 108,219 $6.7M
World Investment Advisors 0.15% Reduce -1.0% 108,133 $6.7M
Afg Fiduciary Services Limited Partnership 4.30% Reduce -0.3% 106,283 $6.7M
Dorsey & Whitney Trust CO LLC 0.35% Reduce -20.5% 107,382 $6.7M
American National Bank & Trust 0.68% Reduce -2.1% 107,344 $6.7M
Financial Council, LLC 3.21% Add +0.3% 107,333 $6.7M
CGC Financial Services, LLC 2.25% Add +4.5% 107,300 $6.7M
Sheets Smith Wealth Management 0.78% Add +0.0% 107,257 $6.7M
EPG Wealth Management LLC 1.99% Add +0.1% 107,083 $6.6M
Busey Bank 0.20% Add +0.5% 106,846 $6.6M
Birchbrook, Inc. 3.55% Add +12.1% 106,791 $6.6M
Transcendent Capital Group LLC 3.39% Add +1.7% 106,306 $6.6M
Sterling Investment Counsel, LLC 3.85% Reduce -41.2% 105,925 $6.6M
City Holding Co. 0.86% Add +4.4% 105,924 $6.6M
Brass Tax Wealth Management, Inc. 1.24% Add +5.5% 103,713 $6.4M
Park Place Capital Corp 1.46% Add +239.8% 102,380 $6.4M
Wedmont Private Capital 0.27% Add +0.7% 100,784 $6.4M
AQR Capital Management 0.01% Add +71.5% 103,140 $6.4M
Creative Financial Designs Inc. 0.46% Add +4.4% 102,976 $6.4M
BayBridge Capital Group, LLC 4.06% Add +0.5% 102,012 $6.3M
Lynx Investment Advisory 4.13% Reduce -12.7% 101,899 $6.3M
Donaldson Capital Management, LLC 0.23% Add +6.8% 101,848 $6.3M
Flagship Private Wealth, LLC 2.67% Add +1.2% 101,436 $6.3M
TCTC Holdings, LLC 0.20% Add +9.0% 100,889 $6.3M
Goldstein Advisors, LLC 0.84% Add +1.0% 100,888 $6.3M
Bigelow Investment Advisors, LLC 2.75% Reduce -1.3% 100,680 $6.2M
AlphaCore Capital LLC 0.24% Add +139.4% 100,482 $6.2M
Essex Financial Services, Inc. 0.41% Reduce -5.2% 99,667 $6.2M
Centennial Bank 2.58% Add +2.9% 99,341 $6.2M
Cottage Street Advisors LLC 3.20% Reduce -5.8% 99,227 $6.2M
Stephenson & Company, Inc. 3.73% Add +3.8% 98,943 $6.1M
Wrapmanager Inc. 1.49% Reduce -2.6% 98,927 $6.1M
Syon Capital LLC 0.41% New 98,907 $6.1M
Mason Street Advisors, LLC 0.72% Reduce -41.6% 98,600 $6.1M
Beirne Wealth Consulting Services, LLC 1.98% Add +42.9% 98,222 $6.1M
Twin Focus Capital Partners, LLC 0.85% Add +1.0% 98,212 $6.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -50.1% 98,065 $6.1M
Leverty Financial Group, LLC 1.81% Add +30.2% 97,978 $6.1M
Atlas Legacy Advisors, LLC 1.33% Add +48.4% 97,625 $6.1M
Evergreen Capital Management LLC 0.18% Add +10.4% 97,554 $6.1M
Rathbones Group PLC 0.03% Add +10.5% 97,455 $6.0M
FRG Family Wealth Advisors LLC 1.04% Reduce -4.5% 96,480 $6.0M
Bright Financial Advisors, Inc. 3.31% Add +11.4% 96,323 $6.0M
Quattro Financial Advisors LLC 2.10% Reduce -6.3% 96,119 $6.0M
Cary Street Partners Financial LLC 0.17% Add +1.0% 95,216 $5.9M
ADG Wealth Management Group, LLC 5.02% Reduce -14.5% 95,152 $5.9M
Bellwether Advisors, LLC 1.00% Reduce -0.5% 94,282 $5.8M
Abundance Wealth Counselors 1.09% Reduce -1.4% 94,150 $5.8M
Diversify Advisory Services, LLC 0.22% Add +80.4% 90,404 $5.8M
Avior Wealth Management, LLC 0.20% Reduce -1.2% 92,397 $5.7M
Guardian Asset Advisors, LLC 3.29% Reduce -1.9% 92,228 $5.7M
Hicks Capital Management LLC 9.05% Reduce -21.8% 92,206 $5.7M
O'shaughnessy Asset Management, LLC 0.04% Add +4.8% 92,155 $5.7M
Sound Stewardship, LLC 2.94% Add +8.6% 91,939 $5.7M
Landmark Wealth Management, LLC 2.43% Add +0.7% 91,874 $5.7M
Smith Shellnut Wilson LLC 2.46% Reduce -14.6% 91,539 $5.7M
Sandy Cove Advisors, LLC 2.05% Add +2.5% 91,508 $5.7M
Fca Corp. 1.70% Add +0.6% 91,327 $5.7M
Ieq Capital, LLC 0.03% Add +13.4% 91,169 $5.7M
Friedenthal Financial 3.09% Add +8.5% 91,018 $5.6M
Brighton Jones LLC 0.15% Add +9.1% 90,799 $5.6M
Councilor Wealth, LLC 2.61% Reduce -1.1% 90,234 $5.6M
Old Mission Investment Co LLC 1.52% Reduce -0.5% 89,306 $5.5M
Segall Bryant & Hamill, LLC 0.08% No change 89,090 $5.5M
One Day In July LLC 0.50% Reduce -32.7% 89,038 $5.5M
Curat Global, LLC 5.27% Add +99.1% 88,920 $5.5M
Hengehold Capital Management LLC 0.50% Reduce -7.3% 88,859 $5.5M
Coign Capital Advisors LLC 3.71% Add +11.3% 88,366 $5.5M
South Plains Financial, Inc. 3.84% Add +0.3% 88,139 $5.5M
Accurate Wealth Management, LLC 0.83% Add +3.8% 85,207 $5.5M
Exchange Capital Management, Inc. 0.81% Reduce -6.9% 87,859 $5.4M
InvesTrust 2.10% Reduce -3.9% 87,693 $5.4M
Founders Grove Wealth Partners, LLC 1.36% Add +0.5% 87,526 $5.4M
Cornerstone Wealth Management, LLC 0.33% Reduce -0.1% 87,110 $5.4M
Jacobi Capital Management LLC 0.36% Add +3.7% 86,993 $5.4M
Neuberger Berman Group LLC 0.00% Add +5.7% 86,918 $5.4M
Provenance Wealth Advisors, LLC 0.77% Reduce -4.4% 86,379 $5.4M
Greenfield Savings Bank 2.43% Add +2.8% 86,364 $5.4M
Money Concepts Capital Corp. 0.36% Add +3.5% 85,897 $5.3M
Hilltop Partners LLC 1.61% Add +7.0% 85,675 $5.3M
Beese Fulmer Investment Management, Inc. 0.40% New 85,510 $5.3M
Delta Wealth Advisors LLC 4.43% Add +1.5% 85,332 $5.3M
RiverFront Investment Group, LLC 0.10% Reduce -84.9% 85,270 $5.3M
RoundAngle Advisors LLC 4.41% Reduce -3.6% 85,115 $5.3M
Armbruster Capital Management, Inc. 0.95% Add +0.9% 84,879 $5.3M
Muirfield Wealth Advisors LLC 4.19% Add +1.4% 84,852 $5.3M
Bradley Foster & Sargent Inc. 0.08% Add +49.3% 83,922 $5.2M
Mission Creek Capital Partners, Inc. 1.15% Reduce -9.9% 83,418 $5.2M
Fifth Third Securities, Inc. 0.39% Reduce -16.1% 83,236 $5.2M
Grey Ledge Advisors, LLC 1.26% Reduce -4.4% 83,054 $5.2M
CENTRAL TRUST Co 0.12% Reduce -0.4% 82,876 $5.1M
Slagle Financial, LLC 2.07% New 82,831 $5.1M
First Merchants Corp. 0.20% Add +0.4% 82,675 $5.1M
Cranbrook Wealth Management, LLC 1.09% Reduce -0.7% 82,646 $5.1M
Venture Visionary Partners LLC 0.19% Add +2.8% 82,449 $5.1M
B. Riley Wealth Advisors, Inc. 0.25% Reduce -15.9% 82,294 $5.1M
Middleton & Co. Inc. 0.57% Reduce -5.0% 82,175 $5.1M
Kaydan Wealth Management, Inc. 1.67% Add +19.4% 82,043 $5.1M
FC Advisory LLC 1.57% Add +7.7% 81,924 $5.1M
Colony Family Offices, LLC 1.31% Add +117.8% 81,839 $5.1M
Great Diamond Partners, LLC 1.07% Add +10.8% 81,746 $5.1M
Souders Financial Advisors 0.64% Add +4.7% 81,674 $5.1M
Alliance Wealth Management Group 1.29% Add +5.4% 81,360 $5.0M
Hilltop National Bank 1.31% — 80,845 $5.0M
Midwest Professional Planners, LTD. 1.32% Reduce -0.1% 80,667 $5.0M
Colonial Trust Co / SC 0.73% Reduce -2.1% 80,641 $5.0M
Private Trust Co. NA 0.47% Reduce -2.0% 80,388 $5.0M
Hilltop Holdings Inc. 0.32% Add +3.8% 80,296 $5.0M
American Century Companies Inc. 0.00% Reduce -18.4% 80,200 $5.0M
Castle Wealth Management LLC 1.79% Reduce -5.7% 79,532 $4.9M
Tradewinds, LLC. 3.73% Add +1128.5% 79,297 $4.9M
Merkkuri Wealth Advisors LLC 3.73% Add +15.9% 79,297 $4.9M
Bricktown Capital, LLC 0.89% No change 78,970 $4.9M
Sage Financial Management Group, Inc. 1.69% Reduce -13.4% 78,826 $4.9M
Transcend Capital Advisors, LLC 0.38% Add +5.2% 78,443 $4.9M
CreativeOne Wealth, LLC 0.13% Add +6.5% 78,330 $4.9M
Investment Advisory Group, LLC 1.47% Add +9.8% 78,276 $4.9M
Parr McKnight Wealth Management Group, LLC 0.67% Add +34.6% 78,245 $4.9M
Patriot Financial Group Insurance Agency, LLC 0.56% Add +9.6% 78,179 $4.8M
J. Safra Sarasin Holding AG 0.08% No change 78,160 $4.8M
Perritt Capital Management Inc 2.49% Add +1.3% 77,647 $4.8M
Sonata Capital Group Inc. 1.92% Reduce -3.0% 77,537 $4.8M
MSH Capital Advisors LLC 1.38% Reduce -4.6% 77,399 $4.8M
Brookstone Capital Management 0.06% Reduce -0.7% 77,264 $4.8M
BSW Wealth Partners 0.65% Reduce -3.7% 76,898 $4.8M
STAR Financial Bank 3.02% Reduce -9.2% 76,861 $4.8M
Flywheel Private Wealth LLC 3.82% Reduce -8.7% 76,843 $4.8M
Capital Advisory Group Advisory Services, LLC 1.71% Add +0.1% 76,810 $4.8M
Flagstar Securities, Inc. 1.31% Reduce -23.9% 76,459 $4.7M
Founders Financial Securities LLC 0.36% Reduce -54.1% 76,295 $4.7M
Rebalance, LLC 0.32% Reduce -8.3% 76,240 $4.7M
Trust Co. of Oklahoma 1.50% Reduce -1.1% 76,228 $4.7M
Parsons Capital Management Inc. 0.29% Reduce -1.7% 76,084 $4.7M
Forum Private Client Group LLC 1.82% Add +9.3% 76,065 $4.7M
United Bank 1.80% Add +3.4% 75,964 $4.7M
Legacy Private Trust Co. 0.30% Reduce -7.9% 75,817 $4.7M
First National Bank of Omaha 0.30% Reduce -3.8% 75,526 $4.7M
Pension & Wealth Management Advisors, Inc. 1.57% Reduce -0.8% 75,491 $4.7M
Gryphon Financial Partners LLC 0.61% Add +5.1% 75,230 $4.7M
Nepc LLC 0.12% No change 74,989 $4.7M
StoneX Group Inc. 0.23% Reduce -15.6% 74,761 $4.6M
USAdvisors Wealth Management, LLC 1.72% Add +6.1% 74,499 $4.6M
LBMC Investment Advisors, LLC 0.33% Reduce -12.3% 74,517 $4.6M
Blueprint Financial Advisors LLC 1.47% New 73,730 $4.6M
Gries Financial LLC 0.83% Reduce -2.4% 73,608 $4.6M
GenTrust, LLC 0.21% Reduce -13.5% 72,889 $4.5M
Sather Financial Group Inc 0.27% No change 72,825 $4.5M
CRA Financial Services, LLC 0.69% Reduce -7.9% 72,369 $4.5M
Capital Advisors Inc. 0.08% Reduce -3.6% 72,090 $4.5M
Blueprint Investment Partners LLC 0.79% New 71,992 $4.5M
Palisade Asset Management, LLC 0.44% Add +4.2% 71,945 $4.5M
Convergence Financial, LLC 0.77% Reduce -3.5% 71,903 $4.5M
Sterling Financial Planning, Inc. 1.48% Reduce -0.4% 71,504 $4.4M
Mather Group, Llc. 0.05% Reduce -6.8% 71,231 $4.4M
Pacific Financial Group Inc. 3.44% Reduce -14.3% 71,088 $4.4M
Vertex Planning Partners, LLC 0.92% Add +1.9% 71,042 $4.4M
Heritage Investors Management Corp. 0.14% Add +1.3% 70,937 $4.4M
Dohj, LLC 1.27% Reduce -4.2% 78,848 $4.4M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -10.1% 70,669 $4.4M
Aprio Wealth Management, LLC 0.49% Reduce -0.4% 70,654 $4.4M
Blake Schutter Theil Wealth Advisors, LLC 4.96% Add +2.4% 70,502 $4.4M
Sebold Capital Management, Inc. 2.69% Reduce -0.5% 70,455 $4.4M
Wellspring Financial Advisors, LLC 0.39% Add +0.2% 1,293,895 $4.4M
Allegheny Financial Group 0.97% Reduce -1.4% 70,399 $4.4M
CVA Family Office, LLC 0.61% Reduce -1.3% 70,351 $4.4M
Trivium Point Advisory, LLC 0.47% Reduce -12.4% 70,045 $4.3M
HTG Investment Advisors, Inc. 1.60% Add +6.1% 69,377 $4.3M
Rossby Financial, LCC 1.62% Reduce -3.5% 69,289 $4.3M
Jaffetilchin Investment Partners, LLC 0.28% Reduce -0.5% 69,282 $4.3M
RDA Financial Network 1.16% Add +2.8% 69,107 $4.3M
Alliance Wealth Advisors, LLC 2.32% Reduce -42.8% 68,804 $4.3M
Summit Wealth Partners, LLC 0.81% Reduce -3.8% 68,747 $4.3M
Novem Group 0.54% Reduce -0.1% 68,694 $4.3M
PFG Private Wealth Management, LLC 2.16% Add +1.9% 67,480 $4.2M
Breakwater Capital Group 0.68% Add +2.2% 67,400 $4.2M
AA Financial Advisors, LLC 0.90% Add +6.7% 67,365 $4.2M
Greykasell Wealth Strategies, Inc. 2.00% Add +1.0% 67,280 $4.2M
Newman Dignan & Sheerar, Inc. 0.96% Reduce -1.2% 67,278 $4.2M
Moller Wealth Partners 0.92% Add +5.3% 67,205 $4.2M
Smith Anglin Financial, LLC 0.38% Reduce -5.7% 67,202 $4.2M
Forza Wealth Management, LLC 1.71% Add +10.0% 67,147 $4.2M
River Wealth Advisors LLC 0.52% Reduce -1.3% 66,909 $4.1M
Welch & Forbes LLC 0.05% Add +1.9% 66,504 $4.1M
LifeSteps Financial, Inc. 2.83% Add +0.3% 66,465 $4.1M
Aspiriant, LLC 0.13% Reduce -2.4% 66,227 $4.1M
Stephens Inc. 0.06% Add +14.3% 66,120 $4.1M
Harbor Investment Advisory, LLC 0.36% Add +5.9% 65,976 $4.1M
Cozad Asset Management Inc. 0.36% Reduce -3.5% 65,975 $4.1M
Fortress Financial Solutions, LLC 5.12% Add +2.3% 65,773 $4.1M
Next Capital Management LLC 1.51% Add +1.8% 65,682 $4.1M
Central Bank & Trust Co. 0.66% Reduce -0.6% 65,346 $4.1M
United Community Bank 1.39% Reduce -2.8% 65,332 $4.1M
Silvercrest Asset Management Group LLC 0.03% Reduce -20.2% 65,285 $4.0M
Greystone Financial Group, LLC 0.67% Add +75.9% 65,183 $4.0M
Willis Johnson & Associates, Inc. 0.27% Reduce -0.3% 64,868 $4.0M
Laird Norton Wetherby Trust Company, LLC 0.55% No change 64,825 $4.0M
Silvia McColl Wealth Management, LLC 2.92% Add +0.6% 64,772 $4.0M
Kera Capital Partners, Inc. 0.79% Add +245.6% 64,640 $4.0M
Inman Jager Wealth Management, LLC 2.70% Reduce -1.6% 64,328 $4.0M
Verus Financial Partners, Inc. 0.41% Reduce -1.2% 62,554 $4.0M
Syntax Research, Inc. 2.82% Reduce -0.9% 64,058 $4.0M
Grey Fox Wealth Advisors, LLC 0.95% Add +12.2% 63,927 $4.0M
Alhambra Investment Management LLC 1.97% Add +1.2% 63,926 $4.0M
MidAtlantic Capital Management, Inc. 2.81% Add +0.7% 63,895 $4.0M
NBT Bank, N.A. 0.27% Reduce -2.7% 63,741 $4.0M
ProVise Management Group, LLC 0.31% Reduce -5.9% 63,637 $3.9M
SVB Wealth LLC 0.21% New 63,587 $3.9M
ETF Store, Inc. 4.54% Reduce -0.3% 63,203 $3.9M
Kickstand Ventures, Llc. 0.91% Add +19.4% 62,827 $3.9M
Variant Private Wealth, LLC 4.04% Add +0.6% 62,716 $3.9M
Dakota Wealth Management 0.08% Reduce -30.8% 62,426 $3.9M
Element Wealth, LLC 1.77% Add +2.3% 62,025 $3.8M
Garden State Investment Advisory Services LLC 1.03% Add +31.6% 61,423 $3.8M
SouthState Bank Corp 0.16% Reduce -3.6% 59,835 $3.7M
Lanark Financial, Inc. 0.30% Add +78.3% 59,596 $3.7M
Cambiar Investors LLC 0.15% Reduce -44.7% 59,451 $3.7M
Nilsine Partners, LLC 0.37% No change 59,418 $3.7M
McGlone Suttner Wealth Management, Inc. 0.55% Reduce -1.9% 59,210 $3.7M
Moloney Securities Asset Management, LLC 0.46% Reduce -13.0% 59,203 $3.7M
Horizon Investments, LLC 0.06% Reduce -94.3% 58,875 $3.7M
Capital Group Private Client Services, Inc. 0.03% Add +0.1% 58,780 $3.6M
GAMCO Investors 0.04% New 58,709 $3.6M
Joel Isaacson & Co., LLC 0.15% Reduce -1.8% 58,665 $3.6M
IFC Advisors LLC 0.68% Add +4.0% 58,607 $3.6M
Wealth Alliance, LLC 0.40% Add +1.8% 58,199 $3.6M
Embree Financial Group 0.54% Add +29.7% 58,176 $3.6M
Kingswood Wealth Advisors, LLC 0.28% Add +16.1% 58,154 $3.6M
Birchcreek Wealth Management, LLC 2.04% Add +8.3% 58,154 $3.6M
SOA Wealth Advisors, LLC. 0.66% Reduce -9.3% 57,978 $3.6M
HighMark Wealth Management LLC 1.76% Add +1.9% 57,993 $3.6M
360 Financial, Inc. 1.13% Add +6.0% 57,911 $3.6M
KPP Advisory Services LLC 0.59% Add +1.6% 57,444 $3.6M
Financial Strategies Group, Inc. 0.74% Add +0.6% 56,102 $3.6M
Benchmark Financial Wealth Advisors, LLC 1.18% Add +0.6% 57,321 $3.6M
Fulton Bank, N.A. 0.13% Add +30.4% 57,081 $3.5M
High Net Worth Advisory Group LLC 0.93% Reduce -1.9% 56,698 $3.5M
SigFig Wealth Management, LLC 0.12% Add +25.8% 56,669 $3.5M
Headinvest, LLC 0.75% Reduce -4.2% 56,552 $3.5M
Agf Management Ltd. 0.02% Reduce -0.9% 56,130 $3.5M
Astra Wealth Partners LLC 2.81% Reduce -2.1% 56,083 $3.5M
TRUE Private Wealth Advisors 0.39% Reduce -80.0% 55,908 $3.5M
Counterweight Ventures, LLC 2.26% Add +0.7% 55,764 $3.5M
Intrua Financial, LLC 0.50% Reduce -6.5% 55,692 $3.5M
Balanced Wealth Group LLC 1.50% Add +2.3% 54,789 $3.5M
Joel Adams & Associates, Inc. 3.04% Add +2.7% 55,422 $3.4M
HM Payson & Co. 0.05% Reduce -0.9% 54,975 $3.4M
Russell Investments Group, Ltd. 0.00% Add +154.9% 54,540 $3.4M
Keel Point, LLC 0.22% Reduce -18.0% 53,824 $3.3M
Sowell Financial Services LLC 0.14% Reduce -12.3% 53,773 $3.3M
Nordwand Advisors, LLC 0.52% New 53,770 $3.3M
Boston Family Office LLC 0.22% Reduce -1.7% 53,674 $3.3M
Strategic Blueprint, LLC 0.16% Add +4.8% 53,550 $3.3M
Bowman & Co S.C. 1.48% Add +5.3% 53,173 $3.3M
Axis Wealth Partners, LLC 2.15% Reduce -5.1% 52,665 $3.3M
Perennial Investment Advisors, LLC 0.32% Reduce -3.0% 52,480 $3.3M
Carnegie Investment Counsel 0.07% Add +10.1% 52,223 $3.2M
Everpar Advisors LLC 1.47% Add +24.8% 52,133 $3.2M
Cornerstone Advisors Asset Management, LLC 0.62% Reduce -5.3% 51,983 $3.2M
Farmers Trust Co. 0.60% Reduce -4.6% 51,939 $3.2M
ForthRight Wealth Management, LLC 1.00% Add +1.7% 51,901 $3.2M
Claro Advisors Inc. 0.53% Add +1.9% 51,695 $3.2M
Insight Advisors, LLC/ PA 0.51% Add +3.7% 51,146 $3.2M
Quadcap Wealth Management, LLC 0.40% Add +2.5% 50,997 $3.2M
C2C Wealth Management, LLC 2.86% Reduce -1.5% 50,932 $3.2M
Crumly & Associates Inc. 0.77% Reduce -0.1% 50,725 $3.1M
Center for Financial Planning, Inc. 0.36% Add +2.0% 50,368 $3.1M
Boston Research & Management Inc. 0.74% Add +3.1% 50,235 $3.1M
Symphony Financial, Ltd. Co. 0.41% Reduce -22.1% 48,787 $3.1M
Deutsche Bank AG 0.00% No change 49,630 $3.1M
Wetzel Investment Advisors, Inc. 1.40% Reduce -13.7% 49,201 $3.1M
Bank of New Hampshire 0.76% Add +1.8% 49,154 $3.0M
Bryn Mawr Trust Advisors, LLC 0.17% Reduce -12.1% 49,015 $3.0M
Geneos Wealth Management Inc. 0.07% Add +18.1% 48,725 $3.0M
TD Waterhouse Canada Inc. 0.02% Reduce -16.4% 47,801 $3.0M
Betterment LLC 0.01% Add +3.7% 48,331 $3.0M
General Partner, Inc. 1.76% No change 48,296 $3.0M
Savvy Advisors, Inc. 0.20% Add +65.5% 48,222 $3.0M
LOM Asset Management Ltd 1.01% — 48,201 $3.0M
Providence Capital Advisors, LLC 0.55% Add +5.8% 48,016 $3.0M
Oakworth Capital, Inc. 0.19% Reduce -2.5% 47,957 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.13% — 47,955 $3.0M
CoreFirst Bank & Trust 1.66% Add +12.8% 47,445 $2.9M
Hirtle & Co., LLC 0.12% Reduce -33.8% 47,336 $2.9M
Sachetta, LLC 1.16% Reduce -20.1% 47,326 $2.9M
Townsend Asset Management Corp. /NC/ 1.06% Reduce -1.5% 47,298 $2.9M
Richard W. Paul & Associates, LLC 1.06% Add +3.9% 47,158 $2.9M
Ames National Corp. 1.88% Add +2.4% 46,986 $2.9M
Wealthspan Partners, LLC 1.21% Reduce -17.1% 46,977 $2.9M
Benjamin Edwards Inc. 0.04% Add +18.9% 46,968 $2.9M
Golden State Wealth Management, LLC 0.35% Reduce -5.5% 46,534 $2.9M
UNIVEST FINANCIAL Corp 0.17% Reduce -0.9% 46,391 $2.9M
New England Private Wealth Advisors LLC 0.42% Add +0.1% 45,036 $2.9M
Arbor Trust Wealth Advisors, LLC 1.40% Reduce -0.1% 46,157 $2.9M
AE Wealth Management LLC 0.02% Reduce -21.7% 46,075 $2.9M
Aua Capital Management, LLC 1.70% No change 45,985 $2.9M
Consolidated Portfolio Review Corp 0.39% Add +3.5% 45,536 $2.8M
Steigerwald, Gordon & Koch Inc. 0.30% Add +2.8% 45,515 $2.8M
QRG Capital Management, Inc. 0.02% Add +21.0% 45,375 $2.8M
Ensign Peak Advisors, Inc 0.00% Reduce -97.1% 45,369 $2.8M
Cadence Bank 0.19% Add +2.5% 45,361 $2.8M
Delta Financial Advisors LLC 0.99% Add +0.0% 45,308 $2.8M
North Dallas Bank & Trust Co. 2.12% — 45,165 $2.8M
Florida Trust Wealth Management Co 0.09% Add +67.7% 44,968 $2.8M
Sageworth Trust Co 0.15% Reduce -68.6% 44,925 $2.8M
Balyasny Asset Management L.P. 0.01% New 44,833 $2.8M
McCarter Private Wealth Services LLC 1.58% New 44,596 $2.8M
Patten Group, Inc. 0.58% Reduce -6.2% 44,520 $2.8M
Securian Asset Management, Inc. 0.08% Reduce -38.0% 44,510 $2.8M
Clear Investment Research, LLC 3.46% Reduce -0.8% 44,292 $2.7M
Ballew Advisors, Inc 1.63% Add +4.9% 43,053 $2.7M
SWP Financial LLC 1.51% Reduce -0.3% 44,279 $2.7M
Fairman Group, LLC 2.26% Reduce -7.1% 44,204 $2.7M
Premier Path Wealth Partners, LLC 0.38% Reduce -0.6% 44,155 $2.7M
Wealth Group Ltd 0.69% Reduce -6.1% 43,932 $2.7M
Private Capital Management, LLC 0.28% Reduce -0.1% 43,799 $2.7M
Wedbush Securities Inc. 0.09% Reduce -8.3% 43,732 $2.7M
SeaBridge Investment Advisors LLC 0.50% Add +32.4% 43,700 $2.7M
Advus Financial Partners, LLC 0.69% Reduce -1.6% 43,687 $2.7M
Missouri Trust & Investment Co 0.88% No change 43,640 $2.7M
Well Done, LLC 0.51% Add +21.4% 43,458 $2.7M
HBK Sorce Advisory LLC 0.07% Reduce -1.9% 43,432 $2.7M
Vista Investment Management 0.99% Add +0.7% 43,155 $2.7M
Clay Northam Wealth Management, LLC 1.71% Add +7.3% 43,135 $2.7M
Coppell Advisory Solutions LLC 0.32% New 43,106 $2.7M
Amplius Wealth Advisors, LLC 0.25% Add +6.0% 42,919 $2.7M
Rialto Wealth Management, LLC 0.74% Add +0.2% 42,752 $2.7M
Prudential Financial Inc. 0.00% Add +33.0% 42,700 $2.6M
Rockwood Wealth Management, LLC 0.23% Reduce -6.1% 42,588 $2.6M
HRT Financial LP 0.01% New 42,558 $2.6M
NorthLanding Financial Partners, LLC 2.32% Add +7.8% 42,260 $2.6M
Willow Creek Wealth Management Inc. 0.24% Reduce -3.7% 42,212 $2.6M
GW Henssler & Associates Ltd. 0.14% Reduce -2.5% 42,187 $2.6M
Summit Investment Advisory Services, LLC 1.14% Add +0.8% 42,091 $2.6M
Koshinski Asset Management, Inc. 0.20% Reduce -3.0% 41,969 $2.6M
GEM Asset Management, LLC 1.33% Add +0.3% 41,002 $2.6M
Ellevest, Inc. 0.41% Reduce -29.3% 41,723 $2.6M
Seeds Investor LLC 0.61% Add +22.3% 41,702 $2.6M
Apexium Financial, LP 0.14% Reduce -6.2% 41,669 $2.6M
Rik Saylor Financial, Inc. 1.98% Reduce -0.8% 41,362 $2.6M
Fort Point Capital Partners LLC 0.26% Add +204.6% 41,339 $2.6M
FLC Capital Advisors 0.53% Reduce -9.5% 41,193 $2.6M
Operose Advisors LLC 0.72% Add +51.4% 41,175 $2.6M
Continuum Advisory, LLC 0.31% Reduce -5.5% 41,015 $2.5M
Heritage Wealth Management, Inc./Texas 1.26% Reduce -5.4% 40,946 $2.5M
Petros Family Wealth, LLC 2.32% Add +7.7% 40,879 $2.5M
Diversified Portfolios, Inc. 0.24% Add +0.6% 40,849 $2.5M
Ausdal Financial Partners, Inc. 0.17% Add +0.6% 40,835 $2.5M
XML Financial, LLC 0.22% Add +2.6% 40,518 $2.5M
Stelac Advisory Services LLC 0.95% Reduce -17.7% 40,377 $2.5M
Amara Financial, Llc. 2.20% Add +1.2% 40,274 $2.5M
Silver Oak Securities, Incorporated 0.21% Add +8.5% 40,250 $2.5M
Pitti Group Wealth Management, LLC 2.15% Add +5.3% 40,220 $2.5M
Cushing Capital Partners, LLC 2.10% Reduce -6.0% 40,140 $2.5M
WCG Wealth Advisors LLC 0.16% Reduce -0.7% 40,129 $2.5M
Lyell Wealth Management, LP 0.20% Reduce -6.3% 40,085 $2.5M
Good Life Advisors, LLC 0.16% Reduce -0.9% 40,081 $2.5M
KCM Investment Advisors LLC 0.08% Add +0.1% 39,949 $2.5M
Taylor Financial Group, Inc. 1.55% Add +8.9% 39,925 $2.5M
Millennium Management 0.00% Reduce -3.9% 39,918 $2.5M
Brightwater Advisory LLC 1.78% Add +1.4% 39,868 $2.5M
Brown Miller Wealth Management, LLC 0.77% Add +9.4% 39,836 $2.5M
ERn Financial, LLC 0.52% Reduce -0.4% 39,743 $2.5M
Capital Squared Financial LLC 2.87% — 39,694 $2.5M
Camden National Bank 0.35% Reduce -16.0% 39,608 $2.5M
Palisade Capital Management, LP 0.08% Reduce -0.2% 39,365 $2.4M
Maridea Wealth Management LLC 0.63% Reduce -10.9% 39,255 $2.4M
Capital Advisors, Ltd. LLC 0.30% Reduce -4.8% 39,174 $2.4M
Weinberger Asset Management, Inc 0.93% Reduce -1.8% 39,038 $2.4M
1834 Investment Advisors Co. 0.31% Reduce -0.2% 38,889 $2.4M
Macroview Investment Management LLC 1.97% Add +5.7% 38,676 $2.4M
Ascent Wealth Partners, LLC 0.29% Add +18.6% 38,342 $2.4M
Brady Family Wealth, LLC 0.73% Reduce -0.2% 38,181 $2.4M
RFG Advisory, LLC 0.06% Add +8.0% 38,152 $2.4M
WorthPointe, LLC 0.99% Reduce -2.5% 38,086 $2.4M
Canandaigua National Bank & Trust Co. 0.22% Add +0.3% 38,055 $2.4M
MY Wealth Management Inc. 2.26% Reduce -0.1% 38,032 $2.4M
Gilbert & Cook, Inc. 0.32% Reduce -0.4% 38,028 $2.4M
National Wealth Management Group, LLC 1.31% Add +5.4% 37,734 $2.3M
Towerpoint Wealth, LLC 1.04% Add +165.9% 37,666 $2.3M
Oxford Financial Group, LTD. LLC 0.14% Reduce -0.4% 37,640 $2.3M
Clifford Swan Investment Counsel LLC 0.08% Add +0.0% 37,594 $2.3M
Opinicus Capital, Inc. 1.77% Add +2.9% 37,506 $2.3M
Bensler, LLC 0.26% Reduce -0.2% 37,369 $2.3M
Enzi Wealth 0.85% Reduce -0.6% 36,463 $2.3M
Lakeshore Financial Planning, Inc. 0.93% Reduce -0.6% 37,239 $2.3M
Nikulski Financial, Inc. 0.63% Reduce -6.3% 36,978 $2.3M
Astoria Strategic Wealth, Inc. 0.62% Reduce -0.8% 36,769 $2.3M
Legal & General Group Plc 0.00% Add +74.1% 36,728 $2.3M
EverSource Wealth Advisors, LLC 0.10% Add +4.9% 36,672 $2.3M
Maple Capital Management, Inc. 0.15% Add +9.6% 36,420 $2.3M
NorthRock Partners, LLC 0.06% Reduce -22.0% 36,319 $2.3M
FAS Wealth Partners, Inc. 0.17% Add +0.3% 36,287 $2.3M
Parkside Financial Bank & Trust 0.24% Add +7.6% 35,983 $2.2M
Broadview Financial Management, LLC 1.50% Reduce -4.5% 35,693 $2.2M
Sherman Asset Management, Inc. 1.96% Reduce -0.6% 35,646 $2.2M
Baker Avenue Asset Management, LP 0.06% Reduce -0.3% 35,478 $2.2M
Mullaney, Keating & Wright, Inc. 1.44% Reduce -2.4% 35,426 $2.2M
Antonelli Financial Advisors, LLC 1.59% Reduce -3.7% 35,410 $2.2M
Trinity Financial Advisors LLC 0.67% Reduce -35.6% 35,323 $2.2M
Washington Trust Bank 0.18% Reduce -0.8% 35,210 $2.2M
Gotham Asset Management 0.01% Reduce -44.7% 35,210 $2.2M
4Thought Financial Group Inc. 1.16% Add +12.1% 35,125 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -11.9% 34,997 $2.2M
Coastal Bridge Advisors, LLC 0.18% New 34,759 $2.2M
Fortis Capital Advisors, LLC 0.38% Add +1.6% 34,525 $2.1M
Higgins & Schmidt Wealth Strategies LLC 1.18% Reduce -0.1% 34,507 $2.1M
GM Advisory Group, LLC 0.11% Add +6.8% 34,340 $2.1M
Second Line Capital, LLC 0.49% Reduce -3.5% 34,273 $2.1M
Arcadia Investment Advisors LLC 1.10% Reduce -0.2% 34,225 $2.1M
Roger Wittlin Investment Advisory, LLC 1.18% Add +0.3% 34,172 $2.1M
Verdence Capital Advisors LLC 0.14% Reduce -3.9% 34,059 $2.1M
FSC Wealth Advisors, LLC 1.33% Add +6.2% 34,032 $2.1M
Bedel Financial Consulting, Inc. 0.29% Reduce -1.1% 34,007 $2.1M
Biltmore Family Office, LLC 0.35% Reduce -2.6% 33,869 $2.1M
LCNB Corp. 0.74% Reduce -0.8% 33,855 $2.1M
Smartleaf Asset Management LLC 0.18% Add +58.7% 33,572 $2.1M
Connors Investor Services Inc. 0.18% Add +24.0% 33,559 $2.1M
Fourth Dimension Wealth, LLC 0.88% Add +20.4% 33,540 $2.1M
KOM Wealth Management Group, LLC 1.65% Reduce -21.8% 33,530 $2.1M
Dale Q Rice Investment Management Ltd 1.72% Reduce -51.7% 32,943 $2.1M
Susquehanna International Group, LLP 0.00% Add +411.6% 33,308 $2.1M
Leo Wealth, LLC 0.16% Add +9.1% 33,162 $2.1M
Harbour Capital Advisors, LLC 0.43% Add +1.1% 32,374 $2.1M
Azimuth Capital Investment Management LLC 0.08% No change 33,060 $2.1M
Tiemann Investment Advisors, LLC 0.84% Add +1.2% 32,937 $2.0M
Oldfather Financial Services, LLC 0.70% Reduce -3.4% 32,934 $2.0M
GAMMA Investing LLC 0.13% Add +19.5% 32,880 $2.0M
WFA of San Diego, LLC 1.50% — 32,857 $2.0M
SpringVest Wealth Management LLC 1.65% Reduce -1.6% 32,841 $2.0M
Fiducient Advisors LLC 0.25% Add +17.1% 32,840 $2.0M
St. Clair Advisors, LLC 0.53% Reduce -1.8% 32,735 $2.0M
Long Run Wealth Advisors, LLC 0.43% Add +0.3% 32,699 $2.0M
Matauro, LLC 0.38% Reduce -6.7% 32,608 $2.0M
Schmidt P J Investment Management Inc. 0.35% New 32,595 $2.0M
Philadelphia Trust Co. 0.16% No change 32,590 $2.0M
Revolve Wealth Partners, LLC 0.26% Reduce -0.2% 32,493 $2.0M
Assetmark, Inc. 0.00% Add +18.0% 32,410 $2.0M
CBIZ Investment Advisory Services, LLC 0.09% Reduce -8.8% 32,398 $2.0M
Exchange Bank 1.59% Reduce -0.3% 32,358 $2.0M
Kohmann Bosshard Financial Services, LLC 0.22% No change 32,340 $2.0M
Tyler-Stone Wealth Management 0.32% Add +0.4% 32,310 $2.0M
BigSur Wealth Management LLC 0.50% No change 32,250 $2.0M
Evoke Wealth, LLC 0.05% Reduce -1.1% 32,213 $2.0M
Cordgrass Capital Advisors, LLC 0.54% Add +4.1% 32,173 $2.0M
Investment Advisory Services Inc. /TX 0.66% Reduce -31.2% 32,130 $2.0M
Tranquility Partners, LLC 0.71% Reduce -1.0% 32,054 $2.0M
First National Corp. /Ma/ 0.40% Add +6.6% 32,033 $2.0M
Covenant Partners, LLC 0.59% Add +3.7% 32,010 $2.0M
Atticus Wealth Management, LLC 0.53% Reduce -16.6% 31,701 $2.0M
TFB Advisors LLC 0.51% Reduce -0.0% 31,619 $2.0M
Ellerson Group Inc. 1.37% Reduce -51.2% 31,447 $2.0M
Empower Advisory Group, LLC 0.01% Reduce -38.6% 31,355 $1.9M
SevenBridge Financial Group, LLC 0.34% Reduce -9.5% 30,507 $1.9M
Ignite Planners, LLC 0.34% Reduce -0.4% 30,598 $1.9M
Cosner Financial Group, LLC 1.08% Add +16.2% 31,253 $1.9M
Corundum Group, Inc. 0.85% Reduce -1.9% 31,180 $1.9M
Sfm, LLC 1.24% Add +59.4% 31,092 $1.9M
Artemis Wealth Advisors, LLC 0.29% Reduce -89.0% 31,090 $1.9M
Moors & Cabot, Inc. 0.09% Reduce -1.2% 31,069 $1.9M
Kathmere Capital Management, LLC 0.15% Reduce -5.0% 30,968 $1.9M
Capital City Trust Co. 0.50% Add +1.0% 30,915 $1.9M
Beacon Bank & Trust 0.44% No change 30,830 $1.9M
Forefront Wealth Partners, LLC 1.31% Reduce -9.6% 30,616 $1.9M
Liberty Square Wealth Partners LLC 0.65% Reduce -10.0% 30,484 $1.9M
Glassman Wealth Services 0.29% Reduce -1.4% 30,370 $1.9M
CWA Asset Management Group, LLC 0.08% Reduce -19.1% 30,137 $1.9M
Awm Capital, LLC 0.20% No change 29,976 $1.9M
Pps&v Asset Management Consultants, Inc. 1.17% Add +9.3% 29,952 $1.9M
Orion Capital Management LLC 0.71% Reduce -0.6% 29,930 $1.9M
ORG Partners LLC 0.41% Reduce -10.3% 29,556 $1.9M
Mechanics Bank Trust Department 0.27% Reduce -6.3% 29,845 $1.9M
Donor Advised Charitable Giving, Inc. 0.04% Add +6.9% 29,759 $1.8M
Simplicity Wealth,LLC 0.08% Add +17.5% 29,702 $1.8M
Independent Family Office, LLC 0.85% No change 29,690 $1.8M
Financial Partners Group, Inc 0.25% Add +0.8% 29,638 $1.8M
Apex Wealth Management, LLC 1.47% Reduce -1.9% 29,587 $1.8M
Trust Point Inc. 0.17% Add +9.8% 29,570 $1.8M
Moneco Advisors, LLC 0.17% Add +3.4% 29,545 $1.8M
Novak & Powell Financial Services, Inc. 1.26% Reduce -27.8% 29,367 $1.8M
Newport Capital Group, LLC 1.23% Reduce -2.1% 29,313 $1.8M
Finward Bancorp 1.44% Reduce -0.1% 29,300 $1.8M
Sunpointe, LLC 0.72% Add +1.8% 29,215 $1.8M
Factor Wealth Management LTD 0.50% Add +9.8% 29,190 $1.8M
Teachers Insurance & Annuity Association of America 2.26% Reduce -1.1% 29,149 $1.8M
Citizens Business Bank 0.35% Reduce -0.0% 29,019 $1.8M
Regatta Capital Group, LLC 0.31% Reduce -1.6% 28,990 $1.8M
Rockland Trust Co. 0.09% Reduce -2.6% 28,934 $1.8M
Investment Partners, LTD. 0.68% Reduce -9.8% 28,927 $1.8M
waypoint wealth counsel 0.88% Reduce -8.3% 28,709 $1.8M
Peterson Wealth Advisors, LLC 0.29% Add +2.4% 28,682 $1.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.38% Add +22.4% 28,676 $1.8M
First Heartland Consultants, Inc. 0.16% Add +12.2% 28,656 $1.8M
Darden Wealth Group Inc 1.08% Reduce -6.3% 28,631 $1.8M
Independent Advisor Alliance 0.05% Reduce -3.3% 28,545 $1.8M
Ashford Advisors, LLC 0.41% Reduce -36.0% 4,000 $1.8M
Zhang Financial LLC 0.08% Add +8.3% 28,164 $1.7M
Glass Jacobson Investment Advisors llc 0.67% Reduce -5.8% 28,054 $1.7M
Aft, Forsyth & Company, Inc. 0.89% Add +0.1% 28,046 $1.7M
Berkshire Asset Management LLC 0.08% No change 28,030 $1.7M
K.J. Harrison & Partners Inc 0.29% Add +12.4% 28,000 $1.7M
Thoroughbred Financial Services, LLC 0.12% Reduce -9.4% 27,994 $1.7M
Forte Asset Management LLC 0.88% Reduce -1.0% 27,848 $1.7M
Sunbelt Securities, Inc. 0.15% Add +7.8% 27,703 $1.7M
Redwood Wealth Management Group, LLC 0.78% Reduce -0.1% 27,733 $1.7M
Armstrong Advisory Group, Inc. 0.13% Reduce -3.2% 27,584 $1.7M
MFA Wealth Services 1.28% Reduce -0.2% 27,412 $1.7M
WP Advisors, LLC 0.47% Add +0.3% 27,355 $1.7M
VeraBank, N.A. 0.34% Add +2.1% 27,317 $1.7M
Gradient Investments LLC 0.03% Add +23.4% 27,165 $1.7M
Hills Bank & Trust Co 0.11% Add +414.0% 27,012 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -15.1% 26,857 $1.7M
Three Seasons Wealth, LLC 0.19% Reduce -7.4% 26,818 $1.7M
Family Firm, Inc. 0.40% Add +1.2% 26,815 $1.7M
Amarillo National Bank 0.31% Reduce -1.0% 26,690 $1.7M
Valpey Financial Services, LLC 1.14% — 26,555 $1.6M
North Star Asset Management Inc. 0.07% Add +0.3% 26,503 $1.6M
Daymark Wealth Partners, LLC 0.06% Reduce -22.3% 26,493 $1.6M
GGM Financial LLC 0.95% Add +2.8% 26,474 $1.6M
Blankinship & Foster, LLC 0.38% Reduce -3.0% 26,442 $1.6M
KG Capital Management 0.48% Reduce -2.7% 26,409 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Add +50.0% 26,320 $1.6M
North Berkeley Wealth Management, LLC 1.50% Add +28.7% 26,307 $1.6M
Christopher J. Hasenberg, Inc 0.61% Add +11695.1% 26,303 $1.6M
Calamos Wealth Management LLC 0.07% Add +13.7% 26,291 $1.6M
Guardian Wealth Advisors, LLC / NC 0.11% Add +0.1% 26,221 $1.6M
Clarendon Private LLC 1.56% Add +18.2% 26,216 $1.6M
Richards, Merrill & Peterson, Inc. 0.77% Add +9.2% 26,186 $1.6M
Heck Capital Advisors, LLC 0.14% Reduce -4.8% 26,179 $1.6M
Rothschild Wealth LLC 0.40% Reduce -0.7% 26,146 $1.6M
Mine & Arao Wealth Creation & Management, LLC. 0.72% Add +0.7% 26,103 $1.6M
Beam Wealth Advisors, Inc. 0.48% Add +8.7% 26,082 $1.6M
Secure Asset Management, LLC 0.30% Add +356.8% 26,063 $1.6M
Trustmark Bank Trust Department 0.11% Add +3.5% 25,909 $1.6M
Harmony Asset Management LLC 0.60% Reduce -7.8% 25,903 $1.6M
Capital Management Associates, Inc 0.51% Reduce -46.0% 25,886 $1.6M
Chapin Davis, Inc. 0.44% Add +0.6% 25,839 $1.6M
Cornell Pochily Investment Advisors, Inc. 0.52% Reduce -8.8% 25,810 $1.6M
Condor Capital Management 0.14% Reduce -1.9% 25,646 $1.6M
Aaron Wealth Advisors LLC 0.16% Reduce -5.5% 25,612 $1.6M
Madden Advisory Services, Inc. 0.67% Add +0.5% 25,485 $1.6M
Inlight Wealth Management, LLC 0.82% Add +153.6% 25,432 $1.6M
Cadinha & Co. LLC 0.26% Reduce -8.7% 25,400 $1.6M
Bison Wealth, LLC 0.12% Add +1.1% 24,905 $1.6M
Murphy, Middleton, Hinkle & Parker, Inc. 0.87% No change 26,665 $1.6M
Exchange Traded Concepts, LLC 0.02% New 25,076 $1.6M
Cooper Financial Group 0.18% Reduce -14.7% 25,029 $1.6M
One Wealth Advisors, LLC 0.22% Reduce -4.5% 25,015 $1.6M
T. Rowe Price Associates Inc. 0.00% Reduce -13.8% 24,916 $1.5M
Baron Financial Group, LLC 0.90% Reduce -2.0% 24,842 $1.5M
Element Pointe Advisors, LLC 0.37% No change 24,837 $1.5M
Cora Capital Advisors LLC 0.69% Reduce -0.2% 24,835 $1.5M
Manhattan West Asset Management, LLC 0.35% Reduce -3.9% 24,719 $1.5M
Huntleigh Advisors, Inc. 0.30% Add +37.5% 24,665 $1.5M
MPWM Advisory Solutions, LLC 0.97% Reduce -4.0% 24,609 $1.5M
MMBG Investment Advisors Co. 0.15% No change 24,570 $1.5M
Evensky & Katz LLC 0.09% Reduce -2.1% 24,496 $1.5M
Duncker Streett & Co. Inc. 0.28% Add +0.5% 24,487 $1.5M
1900 Wealth Management LLC 0.11% Reduce -0.3% 24,302 $1.5M
First County Bank 0.81% Reduce -7.8% 24,298 $1.5M
21 West Wealth Management LLC 1.51% — 24,192 $1.5M
Pine Valley Investments Ltd Liability Co 0.09% Add +5.3% 24,192 $1.5M
Winthrop Capital Management, LLC 0.38% Add +0.0% 24,105 $1.5M
Texas Bank & Trust Co 0.59% Add +3.6% 24,028 $1.5M
Saxon Interests, Inc. 0.70% No change 25,508 $1.5M
Octavia Wealth Advisors, LLC 0.17% Reduce -2.0% 23,927 $1.5M
Orrstown Financial Services Inc. 0.31% Add +4.8% 23,854 $1.5M
Texas Capital Bancshares Inc 0.53% Add +6.9% 23,642 $1.5M
Reynders McVeigh Capital Management, LLC 0.07% Reduce -5.0% 23,500 $1.5M
Taylor & Morgan Wealth Management, LLC 0.98% Reduce -1.4% 23,489 $1.5M
Tepp RIA, LLC 1.88% Reduce -26.4% 23,442 $1.5M
International Private Wealth Advisors LLC 1.24% Reduce -4.2% 23,356 $1.4M
SilverOak Wealth Management LLC 0.27% Reduce -7.3% 23,305 $1.4M
Culbertson A N & Co. Inc. 0.22% Add +6.3% 23,244 $1.4M
Tru Independence Asset Management 2, LLC 0.99% Add +11.4% 23,236 $1.4M
GW&K Investment Management, LLC 0.01% Add +30.9% 23,199 $1.4M
Princeton Global Asset Management LLC 0.26% Add +26.4% 23,163 $1.4M
Angeles Wealth Management, LLC 0.10% Add +858.8% 23,058 $1.4M
Brown, Lisle/Cummings, Inc. 0.38% Add +6.5% 23,055 $1.4M
CGN Advisors LLC 0.13% Add +0.0% 22,895 $1.4M
Sapient Capital LLC 0.03% Add +10.8% 22,752 $1.4M
Compound Planning, Inc. 0.05% Add +1.0% 22,693 $1.4M
Marco Investment Management LLC 0.12% No change 22,635 $1.4M
Moneywise, Inc. 0.66% Reduce -71.3% 22,597 $1.4M
626 Financial, LLC 0.66% Reduce -10.0% 22,543 $1.4M
Schneider Downs Wealth Management Advisors, LP 0.21% Reduce -14.0% 22,525 $1.4M
KWB Wealth 0.17% Reduce -2.2% 23,906 $1.4M
Fortis Group Advisors, LLC 0.25% Reduce -5.6% 22,011 $1.4M
Spirepoint Private Client, LLC 0.16% Add +2.2% 22,340 $1.4M
Crew Capital Management, Ltd 0.99% Reduce -17.8% 22,206 $1.4M
Pacific Point Advisors, LLC 0.75% Reduce -1.9% 22,196 $1.4M
Dodds Wealth, LLC 0.37% Reduce -1.2% 22,193 $1.4M
IMA Advisory Services, Inc. 0.15% Reduce -2.5% 22,176 $1.4M
Pinnacle Financial Group, LLC / IL 0.46% Reduce -1.1% 22,140 $1.4M
Diversify Wealth Management, LLC 0.08% Add +0.8% 21,544 $1.4M
Keystone Financial Group 0.12% Add +0.3% 22,124 $1.4M
Wealth Effects LLC 0.51% Reduce -13.2% 22,095 $1.4M
GS Investments, Inc. 0.61% Reduce -6.2% 22,090 $1.4M
Spinnaker Trust 0.08% Add +12.8% 22,083 $1.4M
CWS Financial Advisors, LLC 0.40% Add +0.2% 22,036 $1.4M
Maxele Advisors, LLC 1.18% Add +1.4% 21,888 $1.4M
Ritholtz Wealth Management 0.03% Add +18.2% 21,886 $1.4M
Clearwater Capital Advisors, LLC 0.12% Add +1.1% 21,881 $1.4M
Integrity Alliance, Llc. 0.07% Reduce -19.2% 21,816 $1.4M
Bearing Point Capital, LLC 0.25% No change 21,805 $1.4M
Tritonpoint Wealth, LLC 0.12% Add +1.9% 21,763 $1.3M
Confluence Wealth Services, Inc. 0.07% Add +2.7% 21,748 $1.3M
MWA Asset Management 0.82% Reduce -1.6% 21,672 $1.3M
Smith Thornton Advisors LLC 0.77% Reduce -1.2% 21,568 $1.3M
Wealthstream Advisors, Inc. 0.22% Reduce -0.8% 21,567 $1.3M
Cynosure Group, LLC 0.15% Reduce -0.5% 21,535 $1.3M
Dana Investment Advisors, Inc. 0.04% Reduce -1.8% 21,453 $1.3M
Ascent Group, LLC 0.05% Reduce -7.1% 21,441 $1.3M
PBMares Wealth Management LLC 0.24% Reduce -2.0% 21,441 $1.3M
Stonebridge Financial Group, LLC 0.13% Add +3.1% 21,408 $1.3M
Trust Co. of Toledo NA 0.15% Reduce -7.0% 21,408 $1.3M
Sage Capital Management, LLC 0.64% Reduce -1.1% 21,398 $1.3M
Wealth Management Partners, LLC 0.47% Reduce -1.3% 20,986 $1.3M
Kavar Capital Partners Group, LLC 0.19% Reduce -0.8% 21,314 $1.3M
Argentarii, LLC 0.60% Add +6.4% 21,121 $1.3M
Tortoise Investment Management, LLC 0.12% Reduce -1.7% 21,115 $1.3M
International Assets Investment Management, LLC 0.11% Reduce -14.5% 21,098 $1.3M
Fusion Family Wealth, LLC 0.11% Add +80.3% 21,022 $1.3M
Shakespeare Wealth Management, LLC 0.35% Reduce -0.4% 20,965 $1.3M
PFG Investments, LLC 0.08% Reduce -9.4% 20,907 $1.3M
Fortress Financial Group, LLC 1.10% Add +69.6% 20,849 $1.3M
Stenger Family Office, LLC 0.33% — 20,274 $1.3M
Gainplan LLC 0.59% Reduce -50.5% 20,835 $1.3M
Motive Wealth Advisors 0.59% Reduce -1.1% 20,785 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -14.0% 20,702 $1.3M
Carrera Capital Advisors 0.26% Reduce -15.8% 20,699 $1.3M
S.A. Mason LLC 0.62% Reduce -0.2% 20,628 $1.3M
Invictus Private Wealth, LLC 0.09% Reduce -4.3% 20,550 $1.3M
Creekside Partners 0.60% Add +0.2% 20,510 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% Add +8.3% 20,377 $1.3M
First Foundation Advisors 0.05% Reduce -1.3% 20,369 $1.3M
Disciplined Investments, LLC 0.53% Reduce -3.8% 20,350 $1.3M
Alexis Investment Partners, LLC 0.54% Reduce -17.6% 20,320 $1.3M
Ledyard National Bank 0.12% Reduce -6.5% 20,253 $1.3M
Costello Asset Management, INC 0.47% Reduce -8.0% 20,226 $1.3M
Essex Bank 0.30% No change 20,188 $1.3M
Arq Wealth Advisors, LLC 0.43% No change 21,364 $1.2M
Lincoln Capital LLC 0.24% Reduce -0.4% 20,072 $1.2M
Avantax Planning Partners, Inc. 0.04% Reduce -1.4% 20,001 $1.2M
Continental Investors Services, Inc. 2.23% Add +0.6% 19,961 $1.2M
Continuum Wealth Advisors, LLC 0.59% Reduce -1.0% 19,945 $1.2M
First Manhattan Co. Llc. 0.00% Add +92.5% 19,913 $1.2M
Fisher Asset Management 0.00% Add +4.7% 19,889 $1.2M
Greenwich Wealth Management LLC 0.06% Add +7.0% 19,750 $1.2M
First National Advisers, LLC 0.18% Add +0.0% 19,641 $1.2M
Watershed Private Wealth LLC 0.44% Reduce -5.6% 19,608 $1.2M
Koesten, Hirschmann & Crabtree, INC. 0.63% Reduce -0.1% 19,580 $1.2M
Salem Investment Counselors Inc. 0.04% Reduce -5.2% 19,562 $1.2M
WealthShield Partners, LLC 0.15% Reduce -3.8% 19,484 $1.2M
Mma Asset Management LLC 0.46% Add +3.7% 19,424 $1.2M
Correct Capital Wealth Management 0.23% Reduce -5.9% 19,416 $1.2M
Jefferies Financial Group Inc. 0.02% Reduce -50.7% 19,383 $1.2M
Pallas Capital Advisors LLC 0.05% Reduce -15.3% 19,357 $1.2M
NCM Capital Management, LLC 0.49% No change 19,339 $1.2M
Oliver Lagore Vanvalin Investment Group 0.47% — 20,509 $1.2M
City National Bank of Florida 0.87% Reduce -0.0% 19,205 $1.2M
Tempus Wealth Planning, LLC 0.29% Add +0.0% 19,058 $1.2M
United Bank 0.14% Reduce -16.5% 19,019 $1.2M
Balentine LLC 0.05% Add +171.7% 18,967 $1.2M
Lansing Street Advisors 0.35% Reduce -6.1% 18,951 $1.2M
Johnson & White Wealth Management, LLC 0.59% Add +2.5% 18,893 $1.2M
William Mack & Associates, Inc. 0.74% Reduce -0.1% 18,820 $1.2M
Godsey & Gibb, Inc. 0.11% Add +5.2% 18,791 $1.2M
Basso Capital Management, L.P. 0.86% Add +12.6% 18,767 $1.2M
Main Street Financial Solutions, LLC 0.08% Add +103.3% 18,756 $1.2M
Arete Wealth Advisors, LLC 0.08% Reduce -24.2% 18,733 $1.2M
Compass Ion Advisors, LLC 0.13% Reduce -0.3% 18,710 $1.2M
Pioneer Trust Bank N A 0.30% No change 18,700 $1.2M
Warren Street Wealth Advisors, LLC 0.38% Add +20.1% 18,608 $1.2M
GDS Wealth Management 0.08% Add +6.7% 18,577 $1.2M
Bernard Wealth Management Corp. 0.53% Reduce -0.2% 18,452 $1.1M
Fortune Financial Advisors, LLC 0.92% Reduce -2.2% 18,424 $1.1M
Pointe Capital Management LLC 0.59% Add +3.0% 18,417 $1.1M
Edgemoor Investment Advisors, Inc. 0.10% Add +0.6% 18,354 $1.1M
Wolff Wiese Magana LLC 0.70% Add +8.6% 18,293 $1.1M
Empirical Asset Management, LLC 0.35% Add +1.4% 18,293 $1.1M
Insigneo Advisory Services, LLC 0.10% Reduce -2.6% 18,270 $1.1M
Venturi Wealth Management, LLC 0.06% Add +2.5% 18,263 $1.1M
One Capital Management, LLC 0.04% Add +15.9% 18,153 $1.1M
Basepoint Wealth LLC 0.87% Add +0.3% 18,115 $1.1M
Northeast Financial Consultants Inc 0.05% Add +2.3% 18,053 $1.1M
Allie Family Office LLC 0.55% Add +0.2% 18,052 $1.1M
Wooster Corthell Wealth Management, Inc. 0.21% Reduce -1.1% 18,015 $1.1M
Capasso Planning Partners LLC 0.63% Reduce -23.1% 17,949 $1.1M
Buttonwood Financial Advisors Inc. 0.45% Add +6.8% 17,887 $1.1M
Patriot Investment Management Group, Inc. 0.08% Reduce -1.6% 17,880 $1.1M
Arax Advisory Partners 0.05% Reduce -9.7% 14,637 $1.1M
Tufton Capital Management 0.21% Add +0.7% 17,764 $1.1M
Oarsman Capital, Inc. 0.17% Reduce -18.0% 17,739 $1.1M
Davidson Investment Advisors 0.05% Add +3.3% 17,719 $1.1M
Traynor Capital Management, Inc. 0.08% Reduce -92.9% 17,457 $1.1M
Tsfg, LLC 0.20% Reduce -1.6% 17,673 $1.1M
EnRich Financial Partners LLC 0.34% Add +33.6% 17,656 $1.1M
Collective Family Office LLC 0.28% Reduce -0.1% 17,649 $1.1M
Cypress Capital Group 0.14% Reduce -1.7% 17,642 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% No change 17,625 $1.1M
Tudor Financial Inc. 0.62% Reduce -4.6% 17,550 $1.1M
Colorado Capital Management, Inc. 0.46% No change 17,494 $1.1M
Clearstead Trust, LLC 0.21% Add +8.2% 17,479 $1.1M
FF Advisors,LLC 0.56% No change 17,419 $1.1M
Garrison Point Advisors, LLC 0.49% Add +1.4% 17,360 $1.1M
PAX Financial Group, LLC 0.20% Reduce -14.3% 17,287 $1.1M
Arlington Trust Co LLC 0.21% Reduce -5.4% 17,187 $1.1M
Cassaday & Co Wealth Management LLC 0.03% Reduce -11.6% 17,129 $1.1M
Private Wealth Group, LLC 0.56% No change 17,095 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.49% Add +0.7% 17,081 $1.1M
Round Rock Advisors LLC 0.18% Reduce -6.6% 17,077 $1.1M
Retirement Wealth Solutions LLC 0.77% Add +16.6% 17,069 $1.1M
BCS Private Wealth Management, Inc. 0.40% — 17,040 $1.1M
MBA Advisors LLC 0.48% Reduce -5.2% 16,871 $1.0M
Clear Creek Financial Management, LLC 0.10% Add +82.5% 16,782 $1.0M
Innealta Capital, LLC 0.55% Add +63.4% 16,752 $1.0M
Thomasville National Bank 0.07% Add +34.4% 16,726 $1.0M
Howland Capital Management LLC 0.04% No change 16,665 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -6.1% 16,649 $1.0M
Washington Trust Advisors, Inc. 0.08% Add +0.1% 16,638 $1.0M
Ruggaard & Associates LLC 0.41% Reduce -15.9% 16,567 $1.0M
Vanguard Personalized Indexing Management, LLC 0.01% Add +38.8% 16,531 $1.0M
TFG Advisers LLC 0.35% Reduce -0.9% 16,521 $1.0M
Evanson Asset Management, LLC 0.06% Add +0.1% 16,444 $1.0M
Summit X, LLC 0.19% Reduce -2.0% 16,434 $1.0M
Founders Financial Alliance, LLC 0.23% Add +4.7% 16,365 $1.0M
Midland Wealth Advisors, LLC 0.06% Reduce -13.1% 16,302 $1.0M
AlphaStar Capital Management, LLC 0.07% New 16,262 $1.0M
LVM Capital Management Ltd. 0.10% Reduce -4.3% 16,257 $1.0M
Allen Capital Group, LLC 0.10% Reduce -17.8% 16,247 $1.0M
Thrive Wealth Management, LLC 0.16% Reduce -17.5% 16,207 $1.0M
Appleton Partners Inc. 0.07% Reduce -2.8% 16,160 $1.0M
Cobblestone Capital Advisors LLC 0.05% Add +3.8% 16,152 $1.0M
High Note Wealth, LLC 0.23% Reduce -2.1% 16,135 $1.0M
Daner Wealth Management, LLC 0.69% — 15,700 $1.0M
Ethos Financial Group, LLC 0.09% Reduce -6.0% 16,122 $1000K
Kathleen S. Wright Associates Inc. 0.39% Reduce -1.0% 16,103 $999K
Traphagen Investment Advisors LLC 0.09% Reduce -0.1% 16,098 $998K
Old Port Advisors 0.27% Add +4.4% 16,090 $998K
Gerber, LLC 0.70% No change 16,050 $995K
Willner & Heller, LLC 0.84% Reduce -8.7% 16,044 $995K
Weaver Consulting Group 0.28% Reduce -0.6% 16,030 $994K
Cowa, LLC 0.38% Reduce -1.0% 16,014 $994K
Plancorp, LLC 0.03% Add +43.5% 15,958 $990K
Lakeridge Wealth Management LLC 0.45% Add +2.6% 15,945 $989K
Westhampton Capital, LLC 0.51% Add +1.3% 15,855 $983K
Cornerstone Wealth Group, LLC 0.07% Reduce -10.6% 15,811 $981K
Empowered Funds, LLC 0.01% New 15,735 $976K
Signature Estate & Investment Advisors LLC 0.02% Add +5.2% 15,693 $973K
Strata Wealth Advisors, LLC 0.27% Reduce -24.7% 15,678 $972K
Dearborn Partners LLC 0.05% Add +12.0% 15,664 $972K
Thompson Investment Management, Inc. 0.14% Add +4.5% 15,654 $971K
JMG Financial Group, Ltd. 0.03% No change 15,618 $969K
LaSalle St. Investment Advisors, LLC 0.27% Reduce -14.6% 15,602 $967K
Financial Synergies Wealth Advisors, Inc. 0.11% Add +0.3% 15,581 $966K
Modern Wealth Management, LLC 0.02% Reduce -0.5% 15,575 $966K
Texas Yale Capital Corp. 0.03% Add +0.8% 15,567 $965K
XY Planning Network, Inc. 0.33% Add +15.2% 15,541 $964K
Ascentis Wealth Management, LLC 0.26% Reduce -8.0% 15,338 $964K
Arvest Bank Trust Division 0.06% No change 15,446 $958K
Trueblood Wealth Management, LLC 0.40% Add +10.5% 15,426 $957K
Vise Technologies, Inc. 0.04% — 15,425 $957K
Anchor Investment Management, LLC 0.08% Reduce -0.4% 15,382 $954K
Coordinated Financial Services, Inc. 0.67% — 15,366 $953K
Magnolia Capital Advisors LLC 0.24% Reduce -2.9% 15,275 $947K
Beacon Investment Advisory Services, Inc. 0.04% Add +1.3% 15,259 $946K
Destiny Wealth Partners, LLC 0.13% New 15,252 $946K
Hollencrest Capital Management 0.04% No change 15,179 $941K
HFG Advisors, Inc. 0.74% No change 15,160 $940K
Retirement Planning Group, LLC 0.04% Reduce -1.6% 15,134 $939K
Optivise Advisory Services LLC 0.48% Reduce -0.1% 15,119 $938K
WBH Advisory Inc. 0.08% Reduce -8.7% 15,115 $937K
Prosperity Consulting Group, LLC 0.07% Reduce -5.6% 15,094 $936K
Principle Wealth Partners LLC 0.06% No change 15,093 $936K
Ipswich Investment Management Co., Inc. 0.23% Reduce -0.2% 15,060 $934K
Ameliora Wealth Management Ltd. 0.33% Reduce -22.2% 15,009 $931K
Charter Oak Capital Management, LLC 0.08% Reduce -7.8% 14,963 $928K
Kooman & Associates 0.31% Add +2.0% 14,953 $927K
Freestone Capital Holdings, LLC 0.03% Add +1.1% 14,950 $927K
Philip James Wealth Mangement, LLC 0.12% Reduce -0.2% 14,947 $927K
Gemmer Asset Management LLC 0.08% Reduce -19.5% 14,904 $924K
Sharkey, Howes & Javer 0.12% Add +32.1% 14,861 $922K
Ascentis Independent Advisors 0.17% Add +12.2% 14,799 $918K
Wealth Dimensions Group, Ltd. 0.20% Add +2.8% 14,797 $918K
SteelPeak Wealth, LLC 0.04% Reduce -2.0% 14,728 $913K
Private Wealth Management Group, LLC 0.30% No change 14,635 $908K
BridgePort Financial Solutions, LLC 0.30% Add +8.0% 14,615 $906K
Interchange Capital Partners, LLC 0.21% No change 14,566 $903K
Droms Strauss Advisors Inc. /Mo/ 0.28% Add +0.0% 14,552 $902K
Carret Asset Management, LLC 0.10% Add +1.8% 14,549 $902K
Fiduciary Advisors, Inc. 0.79% Add +0.5% 14,527 $901K
Triad Wealth Partners, LLC 0.18% Reduce -29.6% 14,489 $899K
Investment Research & Advisory Group, Inc. 0.33% Add +0.2% 14,472 $898K
Asset Allocation & Management Company, LLC 0.42% No change 14,467 $897K
Certuity, LLC 0.08% Reduce -13.8% 14,408 $894K
GWN Securities Inc. 0.17% Reduce -81.7% 14,335 $892K
TL Private Wealth 0.37% Add +0.0% 14,110 $891K
Balefire, LLC 0.19% Add +19.2% 14,354 $890K
Demars Financial Group, LLC 0.34% Reduce -3.9% 14,306 $887K
LPWM LLC 0.26% Add +33.7% 14,279 $886K
CCG Wealth Management, LLC 0.47% Add +1.0% 14,268 $885K
Security National Bank 0.15% Add +18.3% 14,259 $884K
Calton & Associates, Inc. 0.15% Add +140.6% 14,255 $884K
Future You Wealth LLC 0.48% Add +24.0% 14,228 $882K
Occidental Asset Management, LLC 0.12% Add +0.0% 14,204 $881K
Sweeney & Michel, LLC 0.31% Reduce -2.0% 13,853 $879K
Waters Parkerson & Co., LLC 0.04% Add +0.6% 14,155 $878K
Samalin Investment Counsel, LLC 0.34% Reduce -8.5% 14,135 $877K
Swmg, LLC 0.29% Add +9.5% 13,635 $876K
B&D White Capital Company, LLC 0.13% Add +0.1% 14,118 $876K
Rock Creek Group LLC 0.10% New 1,408 $874K
MV Capital Management, Inc. 0.09% Reduce -15.3% 14,020 $870K
Invesco Ltd. 0.00% Reduce -4.5% 14,018 $869K
Highland Capital Management, LLC 0.05% No change 13,980 $867K
PSI Advisors, LLC 0.43% Reduce -15.8% 13,960 $866K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -1.3% 13,954 $865K
Nicolet Bankshares Inc. 0.15% Add +17.8% 13,914 $863K
Sovereign Financial Group, Inc. 0.18% Add +8.7% 13,868 $860K
Talon Private Wealth, LLC 0.12% Add +4.3% 13,867 $860K
Capital Advisors Wealth Management, LLC 0.13% Reduce -0.8% 13,813 $857K
SC&H Financial Advisors, Inc. 0.15% Add +0.1% 13,805 $856K
Chatham Capital Group, Inc. 0.13% No change 13,770 $854K
North Star Investment Management Corp. 0.06% No change 13,740 $852K
Next Level Private LLC 0.28% Add +1.2% 13,725 $851K
Marshall Financial Group, LLC 0.17% Reduce -10.1% 13,479 $851K
Csenge Advisory Group 0.04% Add +2.9% 14,174 $851K
Courage Miller Partners, LLC 0.27% Add +8.8% 13,700 $850K
CPC Advisors, LLC 0.11% Add +0.1% 13,700 $850K
Proactive Wealth Strategies LLC 0.40% Add +0.3% 13,697 $849K
Brookmont Capital Management 0.49% Add +0.4% 13,687 $849K
Clear Harbor Asset Management, LLC 0.06% Add +12.2% 13,683 $849K
Becker Capital Management Inc. 0.03% Reduce -1.5% 13,630 $845K
Cathy Pareto & Associates, Inc. 0.70% Add +13.9% 13,619 $845K
Traub Capital Management LLC 0.78% — 13,597 $843K
Hollow Brook Wealth Management LLC 0.25% No change 13,565 $841K
Saiph Capital, LLC 0.33% Add +92.7% 13,549 $840K
Conservest Capital Advisors, Inc. 0.08% Reduce -27.8% 13,527 $839K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -0.3% 13,407 $832K
S.E.E.D. Planning Group LLC 0.26% Reduce -0.7% 13,405 $831K
CLG LLC 0.26% Reduce -29.9% 13,304 $825K
Glen Eagle Advisors, LLC 0.13% Reduce -0.5% 13,294 $825K
Laurel Wealth Advisors LLC 0.12% Add +0.1% 13,266 $823K
Pin Oak Investment Advisors Inc. 0.69% Add +1637.8% 14,059 $820K
Stonebrook Private Inc. 0.19% Add +0.0% 13,175 $817K
Verus Capital Partners, LLC 0.07% Reduce -18.0% 13,119 $814K
Uptown Financial Advisors LLC 0.75% Reduce -0.3% 13,103 $813K
Pacific Sun Financial Corp 0.42% Add +0.4% 13,051 $809K
ZWJ Investment Counsel Inc. 0.03% Reduce -4.7% 13,014 $807K
Clark Capital Management Group, Inc. 0.01% Add +31.5% 12,973 $805K
Rosenblum Silverman Sutton S F Inc. 0.20% Reduce -3.0% 12,965 $804K
Seelaus Asset Management LLC 0.72% Add +0.2% 12,928 $802K
Quotient Wealth Partners, LLC 0.02% Add +4.4% 12,892 $800K
Boyd Watterson Asset Management LLC 0.25% Reduce -2.4% 12,862 $798K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -1.4% 12,858 $797K
Plante Moran Financial Advisors, LLC 0.06% Add +33.7% 12,796 $794K
Innovative Wealth Building LLC 0.66% Add +0.1% 12,788 $793K
Pinney & Scofield, Inc. 0.54% No change 12,780 $793K
OMNI 360 Wealth, Inc. 0.49% Reduce -1.6% 12,748 $791K
Shepherd Financial Partners LLC 0.08% Reduce -2.8% 12,729 $789K
NWK Group, Inc. 0.28% Add +1.0% 12,723 $789K
Sage Capital Advisors,llc 0.19% Add +0.3% 12,683 $787K
Advyzon Investment Management, LLC 0.17% New 12,645 $784K
Crews Bank & Trust 0.12% Reduce -3.8% 12,642 $784K
Warner Financial, Inc. 0.32% Add +0.3% 12,629 $783K
Camarda Financial Advisors, LLC 0.30% Add +29.8% 12,466 $773K
Rovin Capital /Ut/ 0.23% New 12,457 $773K
Yarger Wealth Strategies, LLC 0.40% Reduce -3.5% 12,435 $771K
Primoris Wealth Advisors, LLC 0.53% Add +0.0% 12,434 $771K
Bay Capital Advisors, LLC 0.59% Reduce -73.9% 12,417 $770K
Alerus Financial NA 0.06% Add +0.1% 12,361 $767K
Nicolet Advisory Services, LLC 0.07% Add +53.9% 12,305 $764K
SFG Wealth Management, LLC. 0.46% Add +1.9% 12,302 $763K
Riverchase Wealth Management, LLC 0.48% No change 12,280 $762K
Westmount Partners, LLC 0.21% Reduce -2.2% 12,261 $760K
First National Bank Sioux Falls 0.28% Add +6.0% 12,259 $760K
Luminvest Wealth Management LLC 0.27% No change 11,914 $758K
Hilltop Wealth Advisors, LLC 0.42% Reduce -3.7% 12,191 $756K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -72.0% 12,180 $755K
Hoxton Planning & Management, LLC 0.26% Reduce -1.6% 12,162 $754K
Cambridge Capital Management, LLC 0.40% Add +0.3% 12,159 $754K
Invenio Wealth Partners LLC 0.30% Reduce -28.2% 12,055 $748K
Walled Lake Planning & Wealth Management, LLC 0.24% Reduce -3.4% 12,011 $745K
EagleClaw Capital Managment, LLC 0.11% No change 11,990 $744K
M.E. Allison & Co., Inc. 0.60% Add +2.4% 11,943 $741K
ABLE Financial Group, LLC 0.18% Reduce -1.5% 11,926 $740K
Investment Management Corp. /Va/ 0.67% Add +0.5% 11,911 $739K
Powell Investment Advisors, LLC 0.28% Add +19.2% 11,889 $737K
Keystone Wealth Services, LLC 0.18% Add +1.2% 11,882 $737K
Maltin Wealth Management, Inc. 0.33% Add +1.0% 11,879 $737K
Cardiff Park Advisors, LLC 0.06% Add +0.2% 11,842 $734K
Centricity Wealth Management, LLC 0.58% Add +0.2% 11,797 $732K
Seneca House Advisors 0.31% Add +0.5% 11,773 $730K
Massachusetts Financial Services Co. 0.00% Reduce -9.8% 11,756 $729K
Clearbridge Investments, LLC 0.00% Add +1.3% 11,755 $729K
BKM Wealth Management, LLC 0.28% Reduce -0.1% 11,734 $728K
Stanley-Laman Group, Ltd. 0.11% Add +5.6% 11,711 $726K
Intergy Private Wealth, LLC 0.25% No change 11,695 $725K
Central Pacific Bank - Trust Division 0.09% No change 11,525 $715K
Tilia Fiduciary Partners, Inc. 0.44% Add +0.9% 11,500 $713K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -2.5% 11,493 $713K
Columbia Bank 0.22% Reduce -9.1% 11,240 $713K
Bragg Financial Advisors, Inc 0.03% Reduce -3.5% 11,490 $713K
Waterloo Capital, L.P. 0.06% Reduce -1.6% 11,463 $711K
Uptick Partners, LLC 0.20% Add +8.4% 11,461 $711K
Ironwood Investment Counsel, LLC 0.11% Add +3.7% 11,440 $710K
Emprise Bank 0.34% Reduce -1.7% 11,437 $709K
American State Bank (Iowa) 0.39% No change 11,407 $707K
Slow Capital, Inc. 0.09% No change 11,395 $707K
Tranquilli Financial Advisor LLC 0.44% Reduce -55.9% 11,392 $707K
Kwmg, LLC 0.07% No change 11,345 $704K
Somerset Trust Co 0.23% Reduce -3.5% 11,285 $700K
Northwest Capital Management Inc 0.38% Reduce -4.6% 11,203 $695K
Graybill Wealth Management, LTD. 0.23% Reduce -0.5% 11,179 $693K
PGIM Custom Harvest LLC 0.01% Add +1.8% 11,171 $693K
Sound View Wealth Advisors Group, LLC 0.05% Add +6.1% 11,163 $692K
Wells Financial Advisors INC 0.95% Reduce -22.8% 11,155 $692K
Truepoint, Inc. 0.02% Reduce -16.7% 11,155 $692K
Root Financial Partners, LLC 0.07% Add +4.1% 11,151 $692K
Clarkston Capital Partners, LLC 0.01% No change 11,125 $690K
Childress Capital Advisors, LLC 0.17% New 11,081 $687K
Stephens Consulting, LLC 0.16% Reduce -0.0% 11,066 $686K
FSB Premier Wealth Management, Inc. 0.24% Add +6.7% 11,060 $686K
Koss-Olinger Consulting, LLC 0.06% Reduce -16.7% 11,042 $685K
Oakwell Private Wealth Management, LLC 0.16% Reduce -9.0% 11,020 $683K
J. W. Coons Advisors, LLC 0.15% Add +0.0% 11,015 $683K
Adirondack Trust Co. 0.25% Reduce -1.5% 11,015 $683K
Marathon Strategic Advisors, LLC 0.63% No change 11,009 $683K
Clarity Capital Advisors, LLC 0.40% No change 10,981 $681K
Planned Solutions, Inc. 0.26% Add +0.2% 10,969 $680K
Summit Asset Management, LLC 0.11% Reduce -0.5% 10,964 $680K
Morton Capital Management LLC 0.12% Add +75.6% 10,948 $679K
Global Trust Asset Management, LLC 0.36% Add +18.8% 10,943 $679K
Objective Capital Management, LLC 0.76% Reduce -11.0% 10,921 $677K
Motco 0.06% Reduce -37.9% 10,740 $677K
Brandywine Oak Private Wealth LLC 0.06% Reduce -6.3% 10,915 $677K
Victory Financial Group, LLC 0.11% Reduce -23.1% 10,914 $677K
Tyche Wealth Partners LLC 0.14% Reduce -1.8% 10,893 $676K
Morris Financial Concepts, Inc. 0.27% Reduce -6.5% 10,837 $672K
Shelton Wealth Management, LLC 0.34% Reduce -9.7% 10,819 $671K
Narwhal Capital Management 0.05% Reduce -21.6% 10,805 $670K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.1% 10,785 $669K
New Insight Wealth Advisors 0.27% Reduce -1.6% 10,753 $667K
Okabena Investment Services Inc. 0.15% Add +59.1% 10,747 $667K
Keystone Financial Services, LLC 0.51% Add +0.5% 10,732 $666K
Carl P. Sherr & Co., LLC 0.34% No change 10,704 $664K
Signaturefd, LLC 0.01% Reduce -17.4% 10,702 $664K
Strategies Wealth Advisors, LLC 0.07% Reduce -0.2% 10,698 $664K
Shufro Rose & Co. LLC 0.05% No change 11,360 $663K
Nemes Rush Group LLC 0.07% Reduce -28.7% 10,681 $662K
Weatherly Asset Management L. P. 0.06% No change 10,677 $662K
SGL Investment Advisors, Inc. 0.32% Add +7.3% 10,411 $660K
Canvas Wealth Advisors, LLC 0.13% Add +1.4% 10,270 $660K
Checchi Capital Advisers, LLC 0.05% No change 10,635 $660K
HHM Wealth Advisors, LLC 0.08% No change 10,620 $659K
Bogart Wealth, LLC 0.03% Add +46.3% 10,614 $658K
Legacy Financial Group LLC 0.09% Reduce -1.6% 10,596 $657K
Equita Financial Network, Inc. 0.26% Reduce -12.5% 10,593 $657K
Diversified Enterprises, LLC 0.05% Reduce -18.1% 10,521 $653K
Elk River Wealth Management LLC 0.11% Reduce -0.1% 10,504 $651K
FourThought Financial Partners, LLC 0.06% No change 10,489 $651K
Dagco, Inc. 0.18% Add +0.0% 10,487 $650K
BCS Wealth Management 0.14% Add +8.6% 10,476 $650K
Crowley Wealth Management, Inc. 0.59% Add +3.3% 10,475 $650K
Foster Victor Wealth Advisors, LLC 0.04% Add +129.8% 10,186 $648K
FSA Wealth Management LLC 0.25% Add +0.1% 1,043 $648K
Centurion Wealth Management LLC 0.19% Add +19.4% 10,443 $648K
Meadow Creek Wealth Advisors LLC 0.44% Reduce -21.5% 10,429 $647K
Balboa Wealth Partners 0.13% Add +12.6% 10,394 $645K
Pandora Wealth, Inc. 0.40% No change 10,378 $644K
Larson Financial Group LLC 0.03% Reduce -1.3% 10,351 $642K
Jackson Hole Capital Partners, LLC 0.12% Add +1.3% 10,336 $641K
Tribridge Partners Financial LLC 0.38% — 10,332 $641K
Peak Planning Group, LLC 0.41% Reduce -29.3% 10,324 $640K
Oak Asset Management, LLC 0.23% Add +0.6% 10,305 $639K
Integrated Investment Consultants, LLC 0.13% Add +2.1% 10,289 $638K
Howard Wealth Management, LLC 0.32% Reduce -0.2% 10,281 $638K
Legacy Bridge, LLC 0.30% Reduce -1.5% 10,263 $637K
American Money Management, LLC 0.11% Add +0.1% 10,244 $635K
Insight Inv LLC 0.43% No change 10,230 $634K
Richmond Investment Services, LLC 0.13% Add +100.8% 10,216 $634K
Horizons Wealth Management 0.46% Reduce -14.1% 10,191 $632K
Guyasuta Investment Advisors Inc. 0.04% Add +2.5% 10,113 $627K
Key Financial Inc 0.13% Reduce -5.9% 10,088 $626K
SIMA Wealth Partners, LLC 0.50% Reduce -4.4% 10,077 $625K
Eight 31 Financial, LLC 0.41% Add +0.3% 10,070 $625K
Pinnacle Wealth Management Group, Inc. 0.36% Add +3.9% 10,042 $623K
Indiana Trust & Investment Management Co 0.21% Reduce -0.4% 10,018 $621K
Fishman Jay A Ltd. 0.06% Reduce -16.7% 10,000 $620K
Wealthgarden F.S. LLC 0.51% Reduce -24.2% 9,834 $620K
Alta Wealth Advisors LLC 0.29% Add +1.5% 9,979 $619K
Financial Insights, Inc. 0.23% Reduce -16.9% 9,973 $619K
Romano Brothers and Company 0.08% Reduce -1.8% 9,967 $618K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.5% 9,945 $617K
Tme Financial, Inc. 0.50% Add +4.6% 9,940 $616K
Opus Capital Group, LLC 0.07% Reduce -6.8% 9,902 $614K
Aviance Capital Partners, LLC 0.08% No change 9,885 $613K
Eq LLC 0.24% No change 9,850 $611K
Ballast, Inc. 0.16% Reduce -2.7% 9,848 $611K
Gen-Wealth Partners Inc 0.24% No change 9,830 $610K
Global Financial Private Client, LLC 0.23% Add +62.9% 9,830 $610K
Paladin Advisory Group, LLC 0.46% Reduce -1.5% 9,805 $608K
Wallace Advisory Group, LLC 0.44% No change 10,407 $607K
United Advisor Group, LLC 0.10% Add +0.0% 9,774 $606K
Wealth Quarterback LLC 0.29% Reduce -45.4% 9,748 $605K
Farmers National Bank 0.16% Reduce -0.5% 9,693 $601K
Athena Investment Management 0.33% No change 9,641 $598K
Wingate Wealth Advisors, Inc. 0.52% Reduce -23.5% 9,497 $589K
LM Advisors LLC 0.08% Reduce -7.3% 9,455 $586K
Falcon Wealth Planning 0.06% Reduce -16.1% 9,443 $586K
Norden Group LLC 0.06% Add +30.5% 9,435 $585K
McRae Capital Management Inc. 0.12% Reduce -19.9% 9,423 $584K
Private Wealth Partners, LLC 0.05% No change 9,400 $583K
Whalerock Point Partners, LLC 0.13% No change 9,395 $583K
Bath Savings Trust Co 0.06% No change 9,388 $582K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -18.3% 9,363 $581K
First Trust Advisors LP 0.00% Add +8.0% 9,352 $580K
Global Wealth Strategies & Associates 0.17% Reduce -18.7% 9,346 $580K
Meridian Investment Counsel Inc. 0.16% No change 9,315 $578K
Absolute Capital Management, LLC 0.29% Add +2.0% 9,295 $576K
Johnson Bixby & Associates, LLC 0.08% Reduce -1.4% 9,291 $576K
Albion Financial Group 0.04% Reduce -1.4% 9,266 $575K
Lam Group, Inc. 0.38% No change 9,250 $574K
Juncture Wealth Strategies, LLC 0.20% Reduce -10.6% 9,227 $572K
Prasad Wealth Partners, LLC 0.17% Add +0.3% 9,227 $572K
Hobbs Group Advisors, LLC 0.20% Reduce -3.7% 9,220 $572K
Running Point Capital Advisors, LLC 0.16% No change 9,185 $570K
Richardson Financial Services Inc. 0.38% No change 9,063 $569K
Goodman Financial Corp 0.11% No change 9,165 $568K
Stone House Investment Management, LLC 0.10% Reduce -1.3% 9,147 $567K
Zullo Investment Group, Inc. 0.23% Reduce -1.0% 9,132 $566K
Melone Private Wealth, LLC 0.29% Add +0.1% 9,124 $566K
Peachtree Investment Partners, LLC 0.21% Add +0.2% 9,060 $562K
Canandaigua National Trust Co of Florida 0.40% No change 9,045 $561K
McLean Asset Management Corp 0.15% Add +107.3% 8,804 $558K
Aspen Investment Management Inc 0.23% Add +64.4% 8,999 $558K
MRWM Advisors, LLC 0.35% Add +0.1% 8,997 $558K
Mitchell Capital Management Co. 0.10% Reduce -9.7% 8,769 $556K
Patton Albertson Miller Group, LLC 0.07% No change 8,960 $556K
Sierra Summit Advisors LLC 0.10% No change 8,950 $555K
Allstate Corp. 0.04% No change 8,950 $555K
Adaptive Financial Consulting, LLC 0.23% Reduce -1.8% 8,939 $554K
Whitaker-Myers Wealth Managers, LTD. 0.14% Reduce -16.4% 8,937 $554K
Howard Financial Services, LTD. 0.07% Reduce -81.2% 8,933 $554K
Inspire Advisors, LLC 0.06% Add +2.8% 8,932 $554K
Invst, LLC 0.07% Reduce -5.0% 8,932 $554K
Prosperity Planning, Inc. 0.22% No change 8,908 $552K
Twin Peaks Wealth Advisors, LLC 0.18% Reduce -2.1% 8,636 $550K
ARS Investment Partners, LLC 0.04% No change 8,863 $550K
Pacifica Partners Inc. 0.22% Reduce -1.1% 8,847 $549K
Gateway Wealth Partners, LLC 0.10% Reduce -26.1% 8,845 $549K
New Republic Capital, LLC 0.19% Reduce -0.1% 8,843 $548K
Grant Street Asset Management, Inc. 0.12% Add +18.2% 8,827 $547K
Syntegra Private Wealth Group, LLC 0.06% Add +12.8% 8,824 $547K
Future Fund LLC 0.24% New 8,799 $546K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.1% 8,796 $546K
CVFG LLC 0.43% Reduce -2.9% 8,791 $545K
180 Wealth Advisors, LLC 0.08% Reduce -4.0% 8,771 $544K
Sterling Investment Advisors, Ltd. 0.12% No change 8,755 $543K
Wick Capital Partners, LLC 0.14% Reduce -76.2% 2,072 $541K
Chicago Capital, LLC 0.01% Add +14.3% 8,703 $540K
Yukon Wealth Management, Inc. 0.19% Add +0.3% 8,689 $539K
Strathmore Capital Advisors, Inc. 0.24% — 8,441 $537K
Hemington Wealth Management 0.08% Add +0.1% 8,673 $537K
Transatlantique Private Wealth LLC 0.20% No change 8,620 $535K
Burton Enright Welch 0.09% New 8,600 $533K
Gilbert Capital Group, Inc. 0.44% — 8,565 $531K
Bill Few Associates, Inc. 0.15% Add +12.6% 8,561 $531K
City State Bank 0.17% Reduce -0.3% 8,555 $531K
Breed's Hill Capital LLC 0.26% No change 8,550 $530K
Burney Co./ 0.02% Reduce -10.0% 8,546 $530K
OneAscent Family Office, LLC 0.50% Reduce -49.4% 8,545 $530K
Oxinas Partners, LLC 0.27% Reduce -1.6% 8,545 $530K
NORTHSTAR ASSET MANAGEMENT Co 0.12% No change 8,525 $529K
Financial Futures Ltd Liability Co. 0.28% Reduce -0.8% 8,516 $528K
Severin Investments, LLC 0.49% Add +4.0% 8,493 $527K
FWG Holdings, LLC 0.25% Add +3.7% 8,369 $526K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -30.5% 8,465 $525K
Hummer Financial Advisory Services Inc 0.39% No change 8,460 $525K
Cutler Investment Counsel LLC 0.06% Add +4.5% 8,458 $525K
Sage Rhino Capital LLC 0.11% No change 8,400 $521K
Fort Sheridan Advisors LLC 0.07% No change 8,354 $518K
Townsquare Capital LLC 0.05% Reduce -89.4% 8,327 $516K
Code Waechter LLC 0.37% Reduce -17.5% 8,320 $516K
OneAscent Financial Services LLC 0.04% Reduce -42.6% 8,307 $515K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -0.1% 8,290 $514K
Trexquant Investment LP 0.01% New 8,290 $514K
Seven Mile Advisory 0.31% Reduce -0.6% 8,278 $513K
Spirit of America Management Corp. 0.11% Reduce -7.2% 8,126 $512K
Sandhill Capital Partners LLC 0.04% Reduce -6.4% 8,250 $512K
Melfa Wealth Management, Inc. 0.32% Add +0.1% 8,242 $511K
Intelligence Driven Advisers, LLC 0.08% No change 8,240 $511K
J Hagan Capital, Inc. 0.35% New 8,105 $511K
Eagle Strategies LLC 0.08% Add +1.9% 8,237 $511K
Stevens Capital Partners 0.18% Add +5.8% 8,145 $510K
Kelleher Financial Advisors 0.18% No change 8,225 $510K
Lewis Asset Management, LLC 0.24% Add +5.5% 8,210 $509K
Old North State Trust, LLC 0.35% Reduce -86.0% 8,171 $507K
William Howard & Co Financial Advisors Inc 0.44% Reduce -2.6% 8,139 $505K
Roundview Capital LLC 0.03% Reduce -5.9% 8,128 $504K
High Falls Advisors, Inc 0.11% Reduce -1.3% 8,127 $504K
Collar Capital Management, LLC 0.42% No change 8,125 $504K
CFM Wealth Partners LLC 0.08% Add +0.3% 8,115 $503K
Strategic Financial Partners, Ltd. 0.23% No change 8,115 $503K
Burling Wealth Partners, LLC 0.09% Add +1.9% 8,113 $503K
Aurora Private Wealth, Inc. 0.37% Add +0.1% 8,113 $503K
World Equity Group, Inc. 0.14% Add +0.2% 8,093 $502K
First National Bank & Trust Co. of Newtown 0.10% Add +71.4% 8,028 $498K
Augustine Asset Management Inc. 0.13% No change 8,010 $497K
Kovack Advisors, Inc. 0.05% Reduce -9.8% 8,003 $496K
Haverford Financial Services, Inc. 0.15% No change 8,000 $496K
Global Strategic Investment Solutions, LLC 0.05% Reduce -0.4% 7,990 $496K
Martin Capital Advisors, LLP 0.32% No change 7,975 $495K
Brooklyn Investment Group 0.06% Add +195.3% 19,170 $494K
Accredited Wealth Management, LLC 0.40% Add +19.6% 7,935 $492K
Procyon Advisors, LLC 0.05% Reduce -82.4% 7,929 $492K
Stokes Family Office, LLC 0.05% Reduce -1.7% 7,855 $487K
LVW Advisors, LLC 0.05% Reduce -1.6% 7,824 $485K
Southland Equity Partners LLC 0.11% Reduce -1.4% 7,823 $485K
Lion Street Advisors, LLC 0.15% Reduce -1.3% 7,816 $485K
TCI Wealth Advisors, Inc. 0.03% Add +96.2% 7,800 $484K
Panoramic Investment Advisors, LLC 0.30% Reduce -34.6% 7,787 $483K
Hohimer Wealth Management, LLC 0.09% Reduce -2.9% 7,779 $482K
Everett Harris & Co. 0.01% Reduce -2.5% 7,760 $481K
Drexel Morgan & Co. 0.09% No change 7,755 $481K
FWG Investments, LLC. 0.36% New 7,727 $479K
SP Asset Management LLC 0.04% Add +0.1% 7,717 $479K
McIlrath & Eck, LLC 0.05% Reduce -1.3% 7,715 $478K
Carson Advisory Inc. 0.30% Add +5.3% 7,692 $477K
Wealth Management Associates, Inc. 0.18% No change 7,661 $475K
Paulson Wealth Management Inc. 0.12% No change 7,616 $472K
Sawgrass Asset Management LLC 0.05% Reduce -23.7% 7,608 $472K
Quartz Partners, LLC 0.22% Add +70.6% 7,600 $471K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -6.1% 7,570 $469K
Austin Private Wealth, LLC 0.04% Reduce -17.6% 7,537 $467K
Fermata Advisors, LLC 0.12% Reduce -13.2% 7,533 $467K
Prime Buchholz LLC 0.15% Add +0.3% 7,532 $467K
Ameriflex Group, Inc. 0.25% Reduce -0.3% 7,541 $466K
Elios Financial Group Inc. 0.21% Add +15.1% 7,433 $461K
Hazlett, Burt & Watson, Inc. 0.19% Reduce -4.9% 7,419 $459K
Wealthcare Capital Management LLC 0.05% Reduce -1.4% 7,378 $458K
Gibbs Wealth Management 0.09% Add +54.0% 7,371 $457K
Smith Salley Wealth Management 0.03% No change 7,370 $457K
WNY Asset Management, LLC 0.05% Reduce -0.7% 7,370 $457K
Strategic Equity Management 0.17% Reduce -93.8% 7,353 $456K
Blue Trust, Inc. 0.01% Reduce -25.8% 7,351 $456K
Live Oak Private Wealth LLC 0.07% Reduce -0.1% 7,350 $456K
Debussy Capital Management LP 0.07% Add +8.3% 7,344 $455K
Red Door Wealth Management, LLC 0.05% Reduce -30.4% 7,303 $453K
WealthCare Investment Partners, LLC 0.16% Add +0.3% 7,098 $453K
Mason Investment Advisory Services, Inc. 0.02% Add +0.3% 7,295 $452K
Peak Asset Management, LLC 0.08% No change 7,275 $451K
IAG Wealth Partners, LLC 0.06% Reduce -9.0% 7,267 $451K
Black Diamond Financial, LLC 0.07% Add +10.0% 7,229 $448K
Chancellor Financial Group WB LP 0.35% Reduce -0.5% 7,222 $448K
Mowery & Schoenfeld Wealth Management, LLC 0.72% Reduce -14.3% 7,200 $447K
Grove Street Fiduciary, LLC 0.22% Add +0.2% 7,200 $447K
Platform Technology Partners 0.12% New 7,182 $445K
DDD Partners, LLC 0.05% Add +0.0% 7,148 $443K
My Personal CFO, LLC 0.20% No change 7,140 $443K
Vista Investment Partners Ii, LLC 0.21% Reduce -19.5% 7,131 $442K
Heritage Trust Co 0.05% No change 7,124 $442K
Next Level Wealth Planning, LLC 0.28% Reduce -33.7% 7,121 $442K
Ardent Capital Management, Inc. 0.21% No change 7,120 $442K
Aries Wealth Management 0.11% No change 7,071 $439K
Capital Planning LLC 0.14% No change 7,067 $438K
CapWealth Advisors, LLC 0.04% No change 7,060 $438K
Avion Wealth 0.10% Reduce -5.1% 7,059 $437K
Greenhouse Wealth Management, LLC 0.28% Add +0.3% 7,037 $436K
F/m Investments LLC 0.02% Reduce -41.1% 7,025 $436K
Jamison Private Wealth Management, Inc. 0.06% Add +7.5% 7,019 $435K
JT Stratford LLC 0.07% Add +2.7% 7,013 $435K
J.Safra Asset Management Corp 0.03% New 7,006 $435K
Mason & Associates Inc 0.10% No change 6,988 $433K
Bridgewater Advisors Inc. 0.03% Add +70.4% 6,744 $433K
Tradition Wealth Management, LLC 0.03% Reduce -4.6% 6,960 $432K
Brookwood Investment Group LLC 0.07% Reduce -42.9% 6,959 $432K
Phillips Wealth Planners LLC 0.39% Add +1.6% 6,805 $432K
Dynamic Financial Group 0.41% No change 6,917 $429K
Welch Group, LLC 0.02% Add +25.1% 6,898 $428K
XTX Topco Ltd 0.02% Reduce -44.5% 6,876 $426K
Ti-Trust, Inc. 0.29% No change 6,860 $425K
Defined Wealth Management, LLC 0.26% Reduce -0.3% 6,794 $421K
Montz Harcus Wealth Management LLC 0.20% Add +11.2% 6,773 $420K
Mill Creek Capital Advisors, LLC 0.01% Reduce -28.6% 6,767 $420K
Rollins Financial Advisors, LLC 0.07% Reduce -15.6% 6,766 $420K
Center For Asset Management LLC 0.26% No change 6,735 $419K
Mainstream Capital Management LLC 0.30% Reduce -0.2% 6,744 $418K
Values Added Financial LLC 0.20% No change 6,736 $418K
Legacy PCG, LLC 0.27% Reduce -1.0% 6,726 $417K
Collaborative Wealth Managment Inc. 0.18% Add +10.7% 6,715 $416K
JB Capital LLC 0.02% Add +11.7% 6,686 $415K
Clear Point Advisors Inc. 0.35% Reduce -2.6% 6,658 $413K
Mystic Asset Management, Inc. 0.10% Reduce -1.1% 6,645 $412K
Peregrine Asset Advisers, Inc. 0.13% Add +0.2% 6,642 $412K
Radnor Capital Management, LLC 0.07% Add +1.5% 6,610 $410K
Onyx Bridge Wealth Group LLC 0.05% Reduce -5.7% 6,580 $408K
Sovran Advisors, LLC 0.04% Reduce -54.0% 6,430 $408K
BCGM Wealth Management, LLC 0.12% Add +0.3% 6,573 $408K
J. L. Bainbridge & Co., Inc. 0.04% No change 6,573 $408K
Facet Wealth, Inc. 0.01% Add +28.7% 6,464 $407K
Asset Dedication, LLC 0.03% Add +3.2% 6,562 $407K
One Wealth Management Investment & Advisory Services, LLC 0.52% Reduce -0.2% 6,558 $407K
Dopkins Wealth Management, LLC 0.18% No change 6,535 $405K
Kings Path Partners LLC 0.16% Reduce -2.6% 6,524 $405K
GeoWealth Management, LLC 0.02% Reduce -44.3% 6,497 $403K
Acorn Financial Advisory Services Inc. 0.07% Add +8.9% 6,475 $402K
Financial Life Planners 0.33% Reduce -20.0% 6,455 $400K
Private Client Services, LLC 0.16% Add +36.1% 6,444 $400K
New Century Financial Group, LLC 0.47% Add +53.9% 6,442 $400K
Rydar Equities, Inc. 0.32% — 6,441 $399K
McDaniel Terry & Co. 0.03% No change 6,440 $399K
McAdam, LLC 0.02% Add +63.4% 6,439 $399K
Meridian Financial Partners LLC 0.19% Reduce -1.5% 6,435 $399K
Sunburst Financial Group, LLC 0.09% Add +0.0% 6,428 $399K
Prodigy Asset Management LLC 0.26% No change 6,420 $398K
Berkeley Capital Partners, LLC 0.10% No change 6,410 $398K
Trek Financial, LLC 0.03% Add +6.2% 6,407 $397K
Foster & Motley Inc. 0.02% No change 6,399 $397K
Prosperity Wealth Management, Inc. 0.15% Reduce -76.6% 6,400 $397K
Moss Adams Wealth Advisors LLC 0.04% Reduce -0.9% 6,365 $395K
Marble Harbor Investment Counsel, LLC 0.04% No change 6,335 $393K
Abound Wealth Management 0.11% Reduce -0.4% 6,326 $392K
Archer Investment Corp 0.09% Reduce -0.2% 6,301 $391K
J.P. Marvel Investment Advisors, LLC 0.06% No change 6,295 $390K
Performance Wealth Partners, LLC 0.01% Reduce -8.5% 6,279 $389K
Latko Wealth Management, Ltd. 0.22% Add +6.4% 6,260 $388K
Forthright Family Wealth Advisory LLC 0.24% Add +70.8% 6,218 $386K
Pollock Investment Advisors, LLC 0.31% No change 6,175 $383K
Gratus Wealth Advisors, LLC 0.06% New 6,169 $383K
Range Financial Group LLC 0.15% Reduce -1.1% 6,169 $383K
First Bancorp, Inc 0.22% No change 6,163 $382K
HUB Investment Partners, LLC 0.01% Reduce -11.0% 6,157 $382K
Headlands Technologies LLC 0.05% New 6,155 $382K
Forum Financial Management, LP 0.01% Add +27.6% 6,146 $381K
Latitude Advisors, LLC 0.19% Reduce -6.3% 6,137 $381K
GPS Wealth Strategies Group, LLC 0.04% Add +4.7% 6,123 $380K
Envision Financial LLC 0.25% Add +0.0% 6,122 $380K
Ade, LLC 0.20% Add +0.2% 6,115 $379K
Auxano Advisors, LLC 0.09% Add +0.9% 6,095 $378K
Barr E S & Co. 0.02% No change 6,085 $377K
Altfest L J & Co. Inc. 0.04% Reduce -20.2% 6,062 $376K
Sonora Investment Management Group, LLC 0.03% Reduce -6.0% 6,055 $376K
Fortis Capital Management LLC 0.06% Add +57.0% 6,033 $374K
Legacy Financial Advisors, Inc. 0.06% Reduce -22.1% 6,030 $374K
IMS Capital Management 0.17% No change 6,015 $373K
Obsidian Cio, LLC 0.05% Reduce -2.6% 6,012 $373K
Plum Street Advisors, LLC 0.16% No change 5,991 $372K
Selective Wealth Management, Inc. 0.14% Reduce -0.3% 5,833 $371K
BOS Asset Management, LLC 0.12% No change 5,974 $371K
Barnes Wealth Management Group, Inc 0.22% Reduce -26.6% 5,971 $370K
Financial Perspectives, Inc 0.11% Add +5.9% 5,954 $369K
NWF Advisory Services Inc. 0.04% Reduce -3.1% 5,953 $369K
ARS Wealth Advisors Group, LLC 0.04% Reduce -1.1% 5,950 $369K
W Advisors, LLC 0.21% No change 5,931 $368K
Financial Guidance Group, Inc. 0.18% Reduce -4.0% 5,925 $367K
LexAurum Advisors, LLC 0.06% Reduce -1.4% 5,920 $367K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -13.8% 5,913 $367K
Faithward Advisors, LLC 0.06% Reduce -0.3% 5,905 $366K
Jentner Corp 0.10% No change 5,900 $366K
Main Street Group, LTD 0.13% Add +1.8% 5,899 $366K
Osborne Partners Capital Management, LLC 0.02% No change 5,890 $365K
Princeton Capital Management LLC 0.11% No change 5,890 $365K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +2.9% 5,890 $365K
Synergy Investment Management, LLC 0.22% Add +0.1% 5,877 $365K
Van Cleef Asset Management,Inc 0.04% No change 5,855 $363K
Fox Financial, Inc 0.31% No change 5,840 $362K
BIP Wealth, LLC 0.02% Reduce -16.3% 5,835 $362K
Signal Advisors Wealth, LLC 0.03% Add +7.3% 5,816 $361K
Keebeck Wealth Management 0.05% Reduce -14.9% 5,805 $360K
Houlihan Financial Resource Group, Ltd. 0.15% No change 5,755 $360K
Bernardo Wealth Planning LLC 0.08% Add +1.5% 5,809 $360K
Pinnacle Family Advisors, LLC 0.17% Reduce -70.4% 5,794 $359K
REAP Financial Group, LLC 0.08% No change 5,783 $359K
Schnieders Capital Management LLC 0.06% Add +1.0% 5,764 $357K
Bull Street Advisors, LLC 0.17% No change 5,745 $356K
Aberdeen Wealth Management LLC 0.24% No change 5,725 $355K
Successful Portfolios LLC 0.22% Add +0.2% 5,655 $351K
Legacy Edge Advisors, LLC 0.05% Reduce -2.1% 5,655 $351K
Almanack Investment Partners, LLC. 0.06% New 5,636 $350K
Alpha Cubed Investments, LLC 0.01% Reduce -9.6% 5,630 $349K
Cherrydale Wealth Management, LLC 0.12% Reduce -1.3% 5,613 $348K
Gradient Capital Advisors, LLC 0.10% No change 5,605 $348K
McNaughton Wealth Management, LLC 0.15% No change 5,600 $347K
Naviter Wealth, LLC 0.04% Add +8.6% 5,587 $347K
Staley Capital Advisers Inc. 0.01% Add +1.7% 5,565 $345K
Meeder Advisory Services, Inc. 0.02% New 5,553 $344K
Vantage Point Financial LLC 0.15% Reduce -2.0% 5,541 $344K
Advance Capital Management, Inc. 0.02% Add +13.6% 5,514 $342K
Matrix Asset Advisors Inc. 0.03% New 5,511 $342K
Security Benefit Life Insurance Co. 0.16% No change 5,500 $341K
Boston Trust Walden Corp 0.00% Reduce -2.6% 5,490 $340K
Potomac Fund Management Inc. 0.02% Reduce -8.9% 5,402 $339K
Capital Wealth Management, LLC 0.13% Add +0.0% 5,450 $338K
Level Wealth Management LLC 0.20% New 5,448 $338K
Roman Butler Fullerton & Co. 0.10% Add +0.1% 5,245 $338K
Advisor OS, LLC 0.03% Add +11.0% 5,441 $337K
Shira Ridge Wealth Management 0.15% No change 5,436 $337K
Partners in Financial Planning 0.06% Add +0.1% 5,435 $337K
Avalon Trust Co 0.02% Add +227.1% 5,414 $336K
Dimension Capital Management LLC 0.05% No change 5,400 $335K
Drum Hill Capital, LLC 0.37% No change 5,375 $333K
Gilman Hill Asset Management, LLC 0.05% No change 5,350 $332K
Indie Asset Partners, LLC 0.60% Add +17.2% 5,337 $331K
SkyOak Wealth, LLC 0.07% No change 5,325 $330K
Brick & Kyle, Associates 0.15% New 23,000 $329K
Requisite Capital Management, LLC 0.07% No change 5,295 $328K
RVW Wealth, LLC 0.03% Add +3.8% 5,284 $328K
Segment Wealth Management, LLC 0.02% Reduce -1.2% 5,275 $327K
Forte Capital LLC 0.04% Reduce -4.5% 5,270 $327K
Stonegate Investment Group, LLC 0.01% Reduce -16.7% 5,220 $324K
Blue Bell Private Wealth Management, LLC 0.05% No change 5,213 $323K
Canopy Partners, LLC 0.12% No change 5,201 $323K
Heritage Family Offices, LLP 0.16% No change 5,520 $321K
Ellsworth Advisors, LLC 0.08% Reduce -1.6% 5,176 $321K
JGP Wealth Management, LLC 0.04% Add +6.5% 5,155 $320K
Millstone Evans Group, LLC 0.22% Reduce -5.5% 5,151 $319K
Thompson Siegel & Walmsley LLC 0.01% Reduce -1.8% 5,145 $319K
Veracity Capital LLC 0.11% Add +4.8% 5,107 $317K
Hibernia Wealth Partners, LLC 0.12% New 5,101 $316K
WealthPLAN Partners, LLC 0.05% Reduce -27.2% 5,070 $314K
Patten & Patten Inc. 0.02% Reduce -27.1% 5,070 $314K
Penobscot Investment Management Company, Inc. 0.03% Reduce -25.7% 5,065 $314K
Fingerlakes Wealth Management, Inc. 0.23% Reduce -0.7% 5,062 $314K
KFG Wealth Management, LLC 0.05% Reduce -55.4% 5,043 $313K
Byrne Financial Freedom, LLC 0.16% Add +0.0% 5,040 $313K
Xponance LLC 0.00% Reduce -40.5% 5,037 $312K
TFC Financial Management, Inc. 0.04% Reduce -14.6% 5,036 $312K
TD Capital Management LLC 0.03% Add +44.0% 5,026 $312K
Bluestem Financial Advisors, LLC 0.13% No change 5,014 $311K
Nelson Capital Management, LLC 0.04% New 5,005 $310K
Family Manage LLC 0.05% Add +8.2% 5,004 $310K
Bantamac Capital, LLC 0.11% No change 5,000 $310K
Atlas Private Wealth Advisors 0.04% Add +37.8% 4,976 $309K
Family Office Research LLC 0.15% Reduce -8.6% 4,973 $308K
Bank Ozk 0.12% Reduce -6.2% 4,957 $307K
James J. Burns & Company, LLC 0.05% Add +0.2% 4,946 $307K
HFR Wealth Management, LLC 0.07% No change 4,936 $306K
JFG Wealth Management, LLC 0.06% Reduce -0.1% 4,925 $305K
LongView Wealth Management 0.09% Reduce -9.8% 4,919 $305K
Worth Financial Advisory Group, LLC 0.19% No change 4,905 $304K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 4,895 $304K
Lifeworks Advisors, LLC 0.05% Reduce -35.2% 4,881 $303K
Rothschild Capital Partners, LLC 0.08% Reduce -20.0% 4,871 $302K
Axim Planning & Wealth 0.28% Add +13.5% 4,868 $302K
Lee Danner & Bass Inc. 0.02% Reduce -0.7% 4,831 $300K
Main Management LLC 0.02% No change 4,825 $299K
John W. Brooker & Co., CPAs 0.70% Reduce -83.3% 4,671 $299K
Mitchell Sinkler & Starr 0.14% Add +9.7% 4,810 $298K
Defined Financial Planning LLC 0.26% Add +0.4% 4,762 $298K
Northeast Investment Management 0.01% Reduce -4.7% 4,789 $297K
Dumont & Blake Investment Advisors LLC 0.08% No change 4,764 $295K
Rosenberg Matthew Hamilton 0.07% Add +58.2% 4,761 $295K
Tripletail Wealth Management, LLC 0.42% — 4,730 $295K
McElhenny Sheffield Capital Management, LLC 0.08% Reduce -39.9% 4,757 $295K
Commonwealth Retirement Investments LLC 0.11% No change 4,755 $295K
Resurgent Financial Advisors LLC 0.16% Reduce -7.7% 4,755 $295K
Creative Capital Management Investments LLC 0.11% Reduce -12.8% 4,754 $295K
Brooklyn FI, LLC 0.08% Reduce -1.4% 4,740 $294K
Zuckerman Investment Group, LLC 0.03% No change 4,735 $294K
Cascade Financial Partners, LLC 0.04% Reduce -36.1% 4,718 $293K
Medallion Wealth Advisors, LLC 0.11% Add +0.3% 4,658 $292K
TrueWealth Advisors, LLC 0.09% Reduce -2.1% 4,705 $292K
Charles Schwab Trust Co 0.02% New 4,704 $292K
Morton Brown Family Wealth, LLC 0.09% No change 4,702 $292K
Compass Capital Corp. /Ma/ 0.14% No change 5,015 $291K
Acorn Wealth Advisors, LLC 0.11% Add +2.9% 4,691 $291K
WPWealth LLP 0.05% Reduce -25.1% 4,679 $290K
Apriem Advisors 0.03% Reduce -54.2% 4,645 $288K
Legacy Investment Solutions, LLC 0.15% — 4,621 $287K
Legacy Wealth Managment, LLC 0.15% Reduce -24.9% 4,621 $287K
Geneva Partners, LLC 0.11% Reduce -2.6% 4,613 $286K
4J Wealth Management LLC 0.19% Reduce -7.7% 4,593 $285K
Trademark Financial Management, LLC 0.17% Reduce -1.5% 4,585 $284K
Optimum Investment Advisors 0.12% Reduce -6.1% 4,585 $284K
Custos Family Office, LLC 0.09% Add +3.5% 4,585 $284K
Sentry LLC 0.06% No change 4,575 $284K
WestHill Financial Advisors, Inc. 0.06% Add +8.9% 4,575 $284K
Aegis Wealth Management LLC 0.17% No change 4,850 $283K
Granite Investment Partners, LLC 0.01% No change 4,555 $283K
LJI Wealth Management, LLC 0.05% Add +5.8% 4,551 $282K
Seed Wealth Management, Inc. 0.21% No change 4,550 $282K
Sequent Planning LLC 0.09% Add +12.2% 4,541 $282K
Obermeyer Wealth Partners 0.01% Add +0.4% 4,537 $281K
Beaton Management Co. Inc. 0.14% No change 4,530 $281K
Atwood & Palmer Inc. 0.02% No change 4,530 $281K
Nabity-Jensen Investment Management Inc 0.21% No change 4,525 $281K
Auour Investments LLC 0.10% Reduce -13.2% 4,525 $281K
Independence Bank of Kentucky 0.04% Reduce -0.6% 4,523 $281K
Vestor Capital, LLC 0.02% Reduce -98.3% 1,282 $280K
Foundry Financial Group, Inc. 0.16% Reduce -88.8% 4,500 $279K
Qube Research & Technologies Ltd 0.00% New 4,496 $279K
West Michigan Advisors, LLC 0.08% Reduce -1.9% 4,475 $278K
L.M. Kohn & Company 0.07% Reduce -28.5% 4,469 $277K
Beacon Financial Advisory LLC 0.07% Reduce -50.7% 4,464 $277K
Rise Advisors, LLC 0.11% Reduce -34.5% 4,461 $277K
Affinity Wealth Management LLC 0.04% No change 4,450 $276K
Wincap Financial LLC 0.22% New 4,428 $275K
Concord Asset Management, LLC 0.04% New 4,421 $274K
Concord Wealth Partners 0.04% Add +0.1% 4,421 $274K
Teamwork Financial Advisors, LLC 0.03% Reduce -28.5% 4,419 $274K
Versant Capital Management, Inc 0.04% Add +63.3% 4,410 $274K
St Germain D J Co. Inc. 0.01% Reduce -3.2% 4,388 $272K
Blue Barn Wealth, LLC 0.13% Add +7.4% 4,386 $272K
MADDEN SECURITIES Corp 0.09% No change 4,372 $271K
Hanson & Doremus Investment Management 0.04% No change 4,370 $271K
Iron Horse Wealth Management, LLC 0.08% No change 4,333 $269K
Presilium Private Wealth, LLC 0.05% Add +1.4% 4,330 $269K
Denver Wealth Management, Inc. 0.11% Add +4.5% 4,317 $268K
Patrick M Sweeney & Associates, Inc. 0.18% No change 4,187 $267K
Charis Legacy Partners, LLC 0.44% No change 4,305 $267K
Frank, Rimerman Advisors LLC 0.02% No change 4,300 $267K
Alexander Randolph Advisory, Inc. 0.24% No change 4,256 $264K
Flaharty Asset Management, LLC 0.04% No change 4,247 $263K
West Wealth Group, LLC 0.07% New 4,191 $263K
Alpha Financial Advisors, LLC 0.10% Reduce -0.0% 4,221 $262K
Chris Bulman Inc 0.15% No change 4,214 $261K
Colonial River Investments, LLC 0.11% Add +1.8% 4,082 $261K
Fiduciary Alliance LLC 0.02% Reduce -16.5% 4,203 $261K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $260K
GSG Advisors LLC 0.08% Add +0.3% 4,185 $260K
Alpha Omega Wealth Management LLC 0.05% No change 4,184 $259K
Summit Wealth Group, LLC 0.07% Add +8.7% 4,183 $259K
Penney Financial, LLC 0.13% No change 4,175 $259K
Clarius Group, LLC 0.02% New 4,175 $259K
DecisionMap Wealth Management, LLC 0.18% Reduce -4.4% 4,169 $259K
TABR Capital Management, LLC 0.22% Add +0.3% 4,150 $257K
Chilton Capital Management LLC 0.01% Add +2.2% 4,144 $257K
Cove Private Wealth, LLC 0.09% New 4,140 $257K
Northstar Advisory Group, LLC 0.12% Add +3.3% 4,100 $254K
Aufman Associates Inc 0.16% No change 4,091 $254K
First American Trust, FSB 0.02% New 4,091 $254K
Stonebridge Capital Advisors LLC 0.02% Add +5.5% 4,082 $253K
Riggs Asset Managment Co. Inc. 0.06% Reduce -97.7% 4,079 $253K
Regal Partners Ltd 0.02% New 4,077 $253K
Fairvoy Private Wealth, LLC 0.06% Reduce -84.7% 4,074 $253K
Meritage Portfolio Management 0.02% Add +15.5% 4,066 $252K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Add +0.0% 4,053 $251K
Everhart Financial Group, Inc. 0.03% Add +1.0% 4,032 $250K
Visionary Wealth Advisors 0.01% Reduce -11.8% 4,029 $250K
Watts Gwilliam & Co., LLC 0.04% Reduce -28.5% 3,773 $250K
Creekmur Asset Management LLC 0.04% Reduce -85.2% 4,007 $248K
Mainsail Asset Management, LLC 0.15% No change 4,000 $248K
Nichols & Pratt Advisers LLP 0.02% New 4,000 $248K
Addison Advisors LLC 0.06% Add +0.3% 3,999 $248K
Madrona Financial Services, LLC 0.06% Add +0.3% 3,983 $247K
First Commonwealth Financial Corp 0.05% Reduce -91.5% 3,979 $247K
Ceera Investments, LLC 0.08% No change 3,975 $247K
WealthPlan Investment Management, LLC 0.02% New 3,971 $246K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $246K
Mengis Capital Management, Inc. 0.05% Reduce -4.6% 3,959 $246K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 3,955 $245K
Coastwise Capital Group, LLC 0.19% Reduce -6.8% 3,946 $245K
Strategic Advisors LLC 0.05% Reduce -1.8% 3,935 $244K
Detalus Advisors, LLC 0.07% Add +2.2% 3,931 $244K
Rodgers & Associates, LTD 0.03% New 3,927 $244K
Integral Investment Advisors, Inc. 0.07% No change 3,925 $243K
Bridgewealth Advisory Group, LLC 0.06% Add +10.7% 3,920 $243K
Cypress Wealth Services, LLC 0.04% Add +1.1% 3,906 $242K
Magnolia Private Wealth, LLC 0.19% No change 3,900 $242K
Jim Saulnier & Associates, LLC 0.17% No change 3,900 $242K
Focused Wealth Management, Inc 0.03% Add +0.3% 3,900 $242K
Icon Wealth Advisors, LLC 0.02% Add +4.7% 3,896 $242K
RFG - Bristol Wealth Advisors, LLC 0.07% New 3,893 $241K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -5.1% 3,884 $241K
Legacy Solutions, LLC 0.23% Add +0.1% 3,870 $240K
Kirtland Hills Capital Management, LLC 0.11% New 3,869 $240K
Von Berge Wealth Management Group, LLC 0.13% Add +0.3% 3,710 $237K
Market Street Wealth Management Advisors LLC 0.04% Reduce -1.4% 3,810 $236K
Heartwood Wealth Advisors LLC 0.02% Reduce -2.6% 3,791 $235K
Gold Investment Management Ltd. 0.09% No change 3,725 $234K
Foster Dykema Cabot & Partners, LLC 0.02% No change 3,760 $233K
SMART Wealth LLC 0.07% Add +4.2% 3,756 $233K
Asio Capital, LLC 0.04% Reduce -5.1% 3,755 $233K
Hall Capital Management Co. Inc. 0.10% No change 3,750 $233K
Curran Financial Partners, LLC 0.05% New 3,743 $232K
Pathway Financial Advisors LLC 0.03% Reduce -2.5% 3,742 $232K
Barnes Dennig Private Wealth Management LLC 0.28% Add +415.9% 3,740 $232K
Strategy Asset Managers LLC 0.04% Reduce -11.4% 3,718 $231K
Topsail Wealth Management, LLC 0.04% Add +0.1% 3,718 $231K
Liberty Wealth Management LLC 0.04% Reduce -3.3% 3,717 $231K
Columbus Macro, LLC 0.03% Add +4.1% 3,716 $230K
Symmetry Partners, LLC 0.03% Reduce -1.1% 3,713 $230K
Annex Advisory Services, LLC 0.01% Add +3.6% 3,710 $230K
M3 Advisory Group, LLC 0.16% No change 3,704 $230K
Balance Wealth Partners LLC 0.13% No change 3,680 $228K
BTC Capital Management, Inc. 0.02% Reduce -48.5% 3,674 $228K
Ifrah Financial Services, Inc. 0.06% Reduce -6.1% 3,672 $228K
Cardinal Point Capital Management ULC 0.02% New 3,648 $226K
Covenant Asset Management, LLC 0.05% No change 3,640 $226K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -21.6% 3,634 $225K
Fiduciary Financial Group, LLC 0.04% New 3,580 $225K
Baldwin Investment Management, LLC 0.03% No change 3,620 $225K
Matthew Goff Investment Advisor, LLC 0.04% No change 3,610 $224K
CNB Bank 0.11% No change 3,595 $223K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -2.2% 3,591 $223K
Prostatis Group LLC 0.06% Add +2.2% 3,588 $223K
Pinnacle Wealth Planning Services, Inc. 0.03% New 3,588 $223K
Aspen Capital Management, LLC 0.06% Add +0.1% 3,580 $222K
Epiq Partners, LLC 0.12% No change 3,575 $222K
Holderness Investments Co. 0.05% No change 3,575 $222K
Cannon Wealth Management Services, LLC 0.18% Add +0.0% 3,563 $221K
SYM FINANCIAL Corp 0.02% Add +537.4% 3,531 $219K
First PREMIER Bank 0.05% Add +134.3% 3,531 $219K
Mustico Financial Group, Inc. 0.20% — 3,487 $219K
Compass Wealth Management LLC 0.05% Add +14.2% 3,529 $219K
Braun-Bostich & Associates Inc. 0.15% No change 3,525 $219K
Chemistry Wealth Management LLC 0.05% No change 3,520 $218K
Capstone Financial Advisors, Inc. 0.01% Add +0.3% 3,504 $217K
Rock Point Advisors, LLC 0.06% New 3,492 $217K
Trust Co of the South 0.04% No change 3,492 $217K
Westshore Wealth, LLC 0.08% No change 3,487 $216K
Fogel Capital Management, Inc. 0.12% No change 3,480 $216K
Garde Capital, Inc. 0.01% Reduce -3.5% 3,480 $216K
Darrow Company, Inc. 0.11% Reduce -2.6% 3,478 $216K
Accelerate Investment Advisors LLC 0.16% Reduce -3.3% 3,476 $216K
4WEALTH Advisors, Inc. 0.22% New 3,464 $215K
Maia Wealth LLC 0.04% Reduce -48.9% 3,454 $214K
Heritage Wealth Management, Inc. 0.07% New 3,453 $214K
Paradigm, Strategies in Wealth Management, LLC 0.14% Add +0.3% 3,450 $214K
Brogan Financial, Inc. 0.10% Add +0.3% 3,448 $214K
Berger Financial Group, Inc 0.01% Reduce -35.0% 3,443 $214K
Nixon Peabody Trust Co. 0.02% Reduce -10.3% 3,442 $213K
Frazier Financial Advisors, LLC 0.15% Add +0.1% 3,440 $213K
Verum Partners LLC 0.05% New 3,433 $213K
Uniting Wealth Partners, LLC 0.08% No change 3,432 $213K
Elevated Capital Advisors, LLC 0.06% No change 3,646 $213K
Leelyn Smith, LLC 0.03% New 3,402 $211K
Thor Investment Management Inc. /Oh/ 0.14% New 3,400 $211K
Denver PWM, LLC 0.07% Reduce -9.1% 3,398 $211K
Marquette Asset Management, LLC 0.04% Reduce -9.0% 3,395 $211K
Aull & Monroe Investment Management Corp 0.11% New 3,375 $209K
Palisades Hudson Asset Management, L.P. 0.08% New 3,371 $209K
TCP Asset Management, LLC 0.04% New 3,357 $208K
Investor's Fiduciary Advisor Network, LLC 0.08% Reduce -59.4% 3,362 $208K
F&V Capital Management, LLC 0.05% New 3,350 $208K
Wealth Preservation Advisors, LLC 0.13% No change 3,347 $208K
Reston Wealth Management LLC 0.07% New 3,346 $208K
Capital Insight Partners, LLC 0.04% New 3,345 $207K
Gutierrez Wealth Advisory, LLC 0.14% Reduce -6.4% 3,343 $207K
Wealth Architects, LLC 0.02% Reduce -5.0% 3,340 $207K
Legacy Financial Group, Inc. 0.06% New 3,340 $207K
Strategic Financial Planning, Inc. 0.13% New 3,339 $207K
Briaud Financial Planning Inc 0.08% Add +20.1% 3,345 $207K
Bfsg, LLC 0.02% Reduce -10.9% 3,337 $207K
White Pine Capital LLC 0.07% New 3,335 $207K
Ehrlich Financial Group 0.13% Reduce -3.6% 3,334 $207K
LeClair Wealth Partners LLC 0.14% New 3,321 $206K
Endeavor Private Wealth, Inc. 0.10% New 3,320 $206K
Acas, LLC 0.14% New 3,173 $205K
Mutual of America Capital Management LLC 0.00% Reduce -6.2% 3,305 $205K
Roehl & Yi Investment Advisors, LLC 0.10% New 3,300 $205K
Emergent Wealth Advisors, LLC 0.13% New 3,285 $204K
Fiduciary Family Office, LLC 0.07% Reduce -21.8% 3,275 $203K
Stablepoint Partners, LLC 0.03% New 3,274 $203K
Financial Symmetry Inc 0.10% Reduce -28.9% 3,273 $203K
OneAscent Wealth Management LLC 0.07% Reduce -26.7% 3,276 $203K
Sageworth Trust Co of South Dakota 0.22% New 3,273 $203K
Manske Wealth Management 0.07% New 3,260 $202K
Voisard Asset Management Group, Inc. 0.05% New 3,255 $202K
Client 1ST Advisory Group, LLC 0.07% New 3,238 $201K
Monograph Wealth Advisors, LLC 0.02% New 3,231 $200K
Andrews, Lucia Wealth Management LLC 0.13% No change 3,227 $200K
Sterling Wealth Management, Inc. 0.07% — 3,226 $200K
Clarity Capital Partners LLC 0.07% Reduce -42.7% 3,225 $200K
Clare Market Investments LLC 0.04% New 3,225 $200K
Woodard & Co. Asset Management Group Inc. 0.04% No change 3,185 $198K
Sierra Ocean, LLC 0.14% No change 3,057 $190K
Schroder Investment Management Group 0.00% No change 3,050 $189K
Sittner & Nelson, LLC 0.08% No change 3,021 $187K
one8zero8, LLC 0.04% No change 2,980 $185K
Lavaca Capital LLC 0.08% No change 2,975 $185K
Annis Gardner Whiting Capital Advisors, LLC 0.06% No change 2,973 $184K
GoalVest Advisory LLC 0.04% Reduce -10.7% 2,814 $175K
N.E.W. Advisory Services LLC 0.02% Reduce -15.9% 2,755 $171K
Wagner Wealth Management, LLC 0.04% No change 2,754 $171K
Piscataqua Savings Bank 0.14% Reduce -11.9% 2,730 $169K
Eukles Asset Management 0.07% Add +1.1% 2,685 $167K
Provident Wealth Management, LLC 0.05% No change 2,670 $166K
Elgethun Capital Management 0.03% Add +1.3% 2,649 $164K
Sound Income Strategies, LLC 0.01% Add +19.6% 2,644 $164K
Tanglewood Legacy Advisors, LLC 0.07% No change 2,635 $163K
Silicon Valley Capital Partners 0.02% Reduce -41.2% 2,635 $163K
Midwest Capital Advisors, LLC 0.09% Reduce -32.2% 2,609 $162K
Evolution Wealth Management Inc. 0.19% — 2,540 $158K
Disciplina Capital Management LLC 0.02% No change 2,500 $155K
Steph & Co. 0.05% No change 2,463 $153K
Perkins Coie Trust Co 0.03% No change 2,450 $152K
WealthCollab, LLC 0.08% No change 2,420 $150K
SRH Advisors, LLC 0.05% No change 2,410 $149K
Hantz Financial Services, Inc. 0.00% Add +1.8% 2,384 $148K
Barrett & Company, Inc. 0.06% No change 2,385 $148K
Ramirez Asset Management, Inc. 0.02% No change 2,375 $147K
Cherry Tree Wealth Management, LLC 0.03% No change 2,360 $146K
Roble, Belko & Company, Inc 0.02% Add +20.7% 2,324 $144K
Financial Gravity Companies, Inc. 0.03% — 2,304 $143K
Pillar Financial Advisors, LLC 0.10% No change 2,285 $142K
Transce3nd, LLC 0.06% Add +32.2% 2,280 $141K
Kimelman & Baird, LLC 0.01% No change 2,250 $140K
First United Bank & Trust 0.05% Reduce -3.7% 2,215 $137K
Keystone Financial Group, Inc. 0.09% No change 2,158 $137K
Reyes Financial Architecture, Inc. 0.12% No change 2,155 $134K
Cornerstone Planning Group LLC 0.03% Reduce -8.7% 2,109 $133K
Woodside Wealth Management LLC 0.11% No change 2,125 $132K
Webster Bank, N. A. 0.01% No change 2,100 $130K
First Financial Corp. 0.06% Reduce -21.8% 2,083 $129K
Register Financial Advisors LLC 0.06% Reduce -10.9% 2,064 $128K
Hughes Financial Services, LLC 0.02% Reduce -5.4% 2,041 $128K
Copia Wealth Management 0.11% Reduce -11.6% 2,055 $127K
Hara Capital LLC 0.08% No change 2,050 $127K
Resources Management Corp. /CT/ 0.02% No change 2,055 $127K
MTM Investment Management, LLC 0.04% No change 2,035 $126K
Sage Mountain Advisors LLC 0.01% No change 2,030 $126K
Morling Financial Advisors, LLC 0.04% No change 2,011 $125K
Delos Wealth Advisors, LLC 0.10% New 2,000 $124K
Ridgewood Investments LLC 0.05% No change 2,000 $124K
C M Bidwell & Associates Ltd. 0.06% No change 1,980 $123K
Curio Wealth, LLC 0.05% Add +63900.0% 1,920 $119K
Elevation Wealth Partners, LLC 0.05% No change 1,892 $117K
SBI Securities Co., Ltd. 0.00% Reduce -20.7% 1,866 $116K
Y.D. More Investments Ltd 0.01% No change 1,845 $114K
3Chopt Investment Partners, LLC 0.03% Reduce -5.8% 1,835 $114K
Trust Co 0.01% Reduce -18.6% 1,790 $111K
Capital A Wealth Management, LLC 1.24% New 400 $111K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,775 $109K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 1,750 $109K
AllSquare Wealth Management LLC 0.06% No change 1,700 $105K
Capital Investment Counsel, Inc 0.01% No change 1,700 $105K
JDM Financial Group LLC 0.05% No change 1,695 $105K
Hoese & Co LLP 0.08% Reduce -14.8% 1,675 $104K
Toth Financial Advisory Corp. 0.01% No change 1,658 $103K
Wood Tarver Financial Group, LLC 0.03% No change 1,635 $101K
Tidemark, LLC 0.03% Reduce -1.4% 1,616 $100K
Gables Capital Management Inc. 0.05% Add +33.5% 1,595 $99K
Rothschild Investment LLC 0.01% No change 1,575 $98K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -24.4% 1,574 $98K
S&T Bank 0.03% No change 1,571 $97K
Dunhill Financial, LLC 0.03% Reduce -11.5% 1,543 $96K
BankPlus Trust Department 0.03% No change 1,532 $95K
Mendota Financial Group, LLC 0.09% No change 1,475 $91K
TruNorth Capital Management, LLC 0.02% Reduce -19.9% 1,412 $88K
WFA Asset Management Corp 0.05% No change 1,496 $88K
Redwood Park Advisors LLC 0.07% Add +0.4% 1,405 $87K
Lowe Wealth Advisors, LLC 0.03% No change 1,361 $84K
Harbor Asset Planning, Inc. 0.08% — 1,331 $83K
Founders Capital Management 0.05% Add +0.1% 1,280 $79K
Beacon Capital Management, LLC 0.01% Reduce -43.5% 1,274 $79K
SJS Investment Consulting Inc. 0.01% Reduce -52.9% 1,271 $79K
Westside Investment Management, Inc. 0.01% Reduce -5.3% 1,256 $78K
Advantage Trust Co 0.04% No change 1,255 $78K
Promus Capital, LLC 0.05% New 1,222 $76K
Kiker Wealth Management, LLC 0.04% Reduce -46.0% 1,165 $72K
West Oak Capital, LLC 0.04% No change 1,150 $71K
PrairieView Partners, LLC 0.01% No change 1,130 $70K
Park Square Financial Group, LLC 0.05% No change 1,105 $69K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +74.4% 1,102 $68K
Bell Investment Advisors, Inc 0.01% New 1,095 $68K
Blume Capital Management, Inc. 0.01% No change 1,065 $66K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -17.0% 1,060 $65K
Coston, McIsaac & Partners 0.02% No change 1,058 $65K
Flagship Wealth Advisors, LLC 0.02% No change 1,030 $64K
Strategic Wealth Partners, Ltd. 0.01% — 1,022 $63K
Graney & King, LLC 0.04% Add +1.2% 1,020 $63K
Tucker Asset Management LLC 0.02% Add +8.6% 1,012 $63K
Cetera Trust Company, N.A 0.04% No change 1,000 $62K
Moser Wealth Advisors, LLC 0.03% Reduce -55.9% 1,000 $62K
Compass Financial Services Inc 0.03% Add +0.3% 999 $62K
Beaird Harris Wealth Management, LLC 0.00% Add +13.1% 990 $61K
Nalls Sherbakoff Group, LLC 0.04% Add +0.3% 965 $60K
Dynamic Wealth Strategies, LLC 0.04% No change 950 $59K
Ballast Advisors LLC 0.02% No change 940 $58K
Atlas Capital Advisors Inc. 0.01% No change 935 $58K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 898 $56K
Breakwater Investment Management 0.02% No change 895 $55K
Total Investment Management Inc. 0.01% New 874 $54K
Keener Financial Planning LLC 0.03% Add +12.9% 830 $51K
Roxbury Financial LLC 0.05% Add +3.5% 803 $50K
Aventura Private Wealth, LLC 0.02% No change 791 $49K
Integrity Financial Corp 0.02% No change 775 $48K
Smallwood Wealth Investment Management, LLC 0.03% No change 750 $47K
Cape Investment Advisory, Inc. 0.02% No change 750 $47K
NFSG Corp 0.01% Reduce -94.5% 695 $43K
Olistico Wealth, LLC 0.02% No change 695 $43K
Access Investment Management LLC 0.01% — 675 $42K
FWL Investment Management, LLC 0.01% No change 665 $41K
Delta Asset Management LLC 0.00% No change 665 $41K
LRI Investments, LLC 0.00% Reduce -30.9% 652 $40K
Vermillion Wealth Management, Inc. 0.02% Add +324.2% 649 $40K
True Wealth Design, LLC 0.01% No change 625 $39K
PMV Capital Advisers, LLC 0.09% New 617 $38K
Mark Sheptoff Financial Planning, LLC 0.02% No change 607 $38K
Windsor Advisory Group, LLC 0.05% New 575 $36K
Truvestments Capital LLC 0.01% Reduce -35.7% 572 $35K
Evolution Advisers, Inc. 0.02% No change 565 $35K
American Capital Advisory, LLC 0.02% No change 562 $35K
Elevate Wealth Advisory, Inc. 0.02% No change 540 $33K
Realta Investment Advisors 0.01% Reduce -38.4% 527 $33K
Aristotle Capital Boston, LLC 0.00% Reduce -79.8% 506 $31K
Legacies Wealth LLC 0.02% No change 500 $31K
Bellevue Asset Management, LLC 0.02% No change 500 $31K
MorganRosel Wealth Management, LLC 0.01% No change 500 $31K
Pflug Koory, LLC 0.01% No change 475 $29K
Minot DeBlois Advisors LLC 0.03% No change 435 $27K
DecisionPoint Financial, LLC 0.01% No change 420 $26K
Vermillion & White Wealth Management Group, LLC 0.02% No change 407 $25K
Strategic Investment Solutions, Inc. 0.01% Reduce -27.0% 405 $25K
Investors Research Corp 0.00% No change 405 $25K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -30.4% 399 $25K
West Branch Capital LLC 0.01% Reduce -42.4% 390 $24K
Covestor Ltd 0.01% Add +220.2% 381 $24K
Evergreen Private Wealth LLC 0.01% No change 378 $23K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -23.6% 366 $23K
MeadowBrook Investment Advisors LLC 0.02% No change 360 $22K
Ryan Investment Management, Inc. 0.01% — 355 $22K
Clarity Asset Management, Inc. 0.01% Add +12.3% 355 $22K
Nova Wealth Management, Inc. 0.02% Add +132.7% 342 $21K
New Millennium Group LLC 0.01% Reduce -22.4% 312 $19K
Painted Porch Advisors LLC 0.01% Add +67.6% 310 $19K
Kilter Group LLC 0.01% New 303 $19K
MGB Wealth Management, LLC 0.01% New 294 $18K
VSM Wealth Advisory, LLC 0.01% No change 290 $18K
Signature Resources Capital Management, LLC 0.01% No change 284 $18K
Quantbot Technologies LP 0.00% New 268 $17K
Financial Network Wealth Advisors LLC 0.02% Reduce -17.2% 265 $16K
Hurley Capital, LLC 0.01% No change 265 $16K
Kozak & Associates, Inc. 0.00% No change 255 $16K
Cedar Wealth Management, LLC 0.01% New 262 $16K
Pineridge Advisors LLC 0.01% Reduce -46.9% 262 $16K
Peterson Wealth Services 0.00% No change 260 $16K
North Capital, Inc. 0.01% No change 245 $15K
Raleigh Capital Management Inc. 0.01% Reduce -13.4% 233 $14K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 230 $14K
Front Row Advisors LLC 0.01% Reduce -27.4% 230 $14K
Caldwell Sutter Capital, Inc. 0.01% No change 220 $14K
PFS Partners, LLC 0.01% Add +0.5% 211 $13K
Marshall & Sullivan Inc. 0.01% New 200 $12K
Cornerstone National Bank & Trust Co 0.01% No change 200 $12K
Financial Management Professionals, Inc. 0.00% No change 200 $12K
Grand Wealth Management, LLC 0.01% No change 180 $11K
Cheviot Value Management, LLC 0.00% No change 178 $11K
Kennebec Savings Bank 0.01% Reduce -46.7% 170 $11K
Maryland Capital Advisors Inc. 0.00% Reduce -15.2% 162 $10K
Catherine Avery Investment Management LLC 0.01% No change 155 $10K
Gleason Group, Inc. 0.00% No change 152 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 150 $9K
WPG Advisers, LLC 0.01% Add +464.0% 141 $9K
Byrne Asset Management LLC 0.01% Reduce -28.6% 125 $8K
Prudent Man Investment Management, Inc. 0.00% No change 115 $7K
BTG Pactual Asset Management US LLC 0.00% New 105 $7K
Game Plan Financial Advisors, LLC 0.00% No change 90 $6K
Highline Wealth Partners LLC 0.00% No change 76 $5K
Mid-American Wealth Advisory Group, Inc. 0.00% New 75 $5K
Howe & Rusling Inc. 0.00% No change 66 $4K
Navigoe, LLC 0.00% No change 80 $4K
Dogwood Wealth Management LLC 0.00% New 60 $4K
Financial Freedom, LLC 0.00% No change 58 $4K
Cardinal Strategic Wealth Guidance 0.00% No change 57 $4K
Parkworth Wealth Management, Inc. 0.00% No change 41 $3K
Hager Investment Management Services, LLC 0.00% No change 35 $2K
Logan Capital Management Inc. 0.00% Reduce -84.8% 25 $2K
Atlantic Private Wealth, LLC 0.00% New 21 $1K
Bridge Generations Wealth Management LLC 0.00% No change 20 $1K
Valued Wealth Advisors LLC 0.00% Reduce -99.0% 20 $1K
Eq Wealth Advisors, LLC 0.00% Add +12.5% 18 $1K
Gould Capital, LLC 0.00% No change 16 $992
Morse Asset Management, Inc 0.00% No change 10 $620
Luminist Capital LLC 0.00% No change 5 $314

"% 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.