iShares Core S&P Midcap ETFIJHETF

13F holders, Q3 2025 (September 30)
2,453holders +13
93new positions
69sold out
7famous investors
$65.16avg. 13F price*

At the end of Q3 2025, 2,453 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 13 from Q2 2025. 93 opened new positions and 69 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.0B), Bank of America Corp. ($4.4B) and Bank of New York Mellon Corp ($3.6B). 7 famous investors held it, including Jeff Smith (6.4% of Starboard Value's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions93$146.1M
Exits69$159.4M

All 13F filers, Q2 2025 → Q3 2025: 38,244,227 shares bought and 36,405,303 shares sold, net +1,838,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,453 holders

Northwestern Mutual Wealth Management Co. 5.34% Add +2.3% 122,648,738 $8.0B
Bank of America Corp. 0.33% Add +0.1% 67,916,121 $4.4B
Bank of New York Mellon Corp 0.65% Reduce -7.4% 55,547,436 $3.6B
Wells Fargo & Company 0.70% Add +4.8% 52,504,470 $3.4B
FMR LLC 0.14% Add +13.4% 41,579,695 $2.7B
Raymond James Financial Inc. 0.81% Reduce -0.1% 38,660,423 $2.5B
Morgan Stanley 0.15% Add +0.2% 37,043,045 $2.4B
Envestnet Asset Management Inc. 0.65% Reduce -0.1% 34,554,428 $2.3B
Goldman Sachs Group Inc. 0.27% Add +5.4% 28,327,948 $1.8B
LPL Financial LLC 0.53% Add +6.8% 27,717,607 $1.8B
BlackRock, Inc. 0.03% Reduce -0.6% 25,439,613 $1.7B
Royal Bank of Canada 0.28% Reduce -10.7% 23,746,619 $1.5B
Northern Trust Corp. 0.19% Add +2.3% 23,218,270 $1.5B
UBS Group AG 0.29% Add +3.2% 23,084,628 $1.5B
JPMorgan Chase & Co. 0.07% Reduce -5.8% 16,397,195 $1.1B
PNC Financial Services Group, Inc. 0.62% Add +0.1% 15,630,513 $1.0B
First Command Advisory Services, Inc. 7.30% Add +0.2% 15,439,494 $1.0B
Wealthspire Advisors, LLC 5.09% Add +0.7% 14,918,070 $973.6M
Mariner, LLC 1.21% Add +2.8% 14,356,821 $936.9M
Acorns Advisers, LLC 6.73% Add +4.6% 13,115,309 $855.9M
Northwestern Mutual Investment Management Company, LLC 9.45% Reduce -2.9% 10,006,629 $653.0M
Regions Financial Corp. 4.01% Add +3.7% 9,444,439 $616.3M
Truist Financial Corp. 0.83% Add +5.9% 9,425,258 $615.1M
Keybank National Association 2.13% Add +2.9% 9,302,044 $607.1M
Ameriprise Financial Inc. 0.13% Reduce -9.0% 8,958,861 $584.7M
Financial Engines Advisors L.L.C. 1.03% Reduce -2.3% 8,299,757 $541.6M
Millburn Ridgefield LLC 12.21% Reduce -6.5% 7,838,358 $511.5M
Catalyst Capital Advisors LLC 10.32% Reduce -6.5% 7,838,358 $511.5M
HighTower Advisors, LLC 0.58% Add +4.0% 7,766,194 $506.8M
Pathstone Holdings, LLC 1.74% Reduce -1.1% 6,969,517 $454.8M
Bank of Montreal 0.18% Add +0.8% 6,566,434 $428.5M
&partners 2.73% Add +17.7% 6,533,589 $426.7M
Jones Financial Companies LLLP 0.27% Add +12.3% 6,145,989 $401.5M
Commonwealth Equity Services, LLC 0.49% Reduce -4.0% 5,796,032 $378.2M
Alesco Advisors, LLC, An ESL Co 9.45% Reduce -1.0% 5,344,887 $348.8M
MAI Capital Management 2.17% Add +0.4% 5,315,179 $346.9M
Starboard Value 6.45% No change 5,250,656 $342.7M
US Bancorp \de 0.40% Reduce -0.7% 5,175,218 $337.7M
Cerity Partners LLC 0.53% Add +13.3% 4,992,224 $325.8M
Creative Planning 0.24% Reduce -0.3% 4,787,999 $312.5M
Fifth Third Bancorp 0.98% Reduce -0.1% 4,688,718 $306.0M
Municipal Employees' Retirement System of Michigan 3.44% No change 4,555,207 $297.3M
Bridges Investment Management Inc. 3.71% Reduce -3.0% 4,443,042 $290.0M
Circle Wealth Management, LLC 5.39% Add +0.1% 4,242,363 $276.9M
Valeo Financial Advisors, LLC 5.50% Add +1.8% 3,697,841 $241.0M
Baird Financial Group, Inc. 0.36% Reduce -0.6% 3,452,453 $225.3M
Cetera Investment Advisers 0.26% Add +32.2% 3,401,972 $222.0M
Davis R M Inc. 3.68% Add +0.7% 3,224,893 $210.5M
Citizens Financial Group Inc. 2.82% Add +1.4% 3,152,906 $205.8M
MML Investors Services, LLC 0.53% Reduce -6.1% 3,036,938 $198.2M
Franklin Resources Inc. 0.05% Reduce -4.6% 3,022,243 $197.2M
Osaic Holdings, Inc. 0.27% Add +25.0% 2,930,862 $191.1M
Steward Partners Investment Advisory, LLC 1.09% Add +140.5% 2,904,799 $189.6M
Corient Private Wealth LP 0.29% Reduce -66.2% 3,454,429 $185.2M
First Financial Bankshares Inc 3.74% Add +1.6% 2,786,153 $181.8M
Comerica Bank 0.68% Reduce -0.7% 2,780,962 $181.5M
Wealth Enhancement Advisory Services, LLC 0.26% Reduce -0.3% 2,602,981 $169.6M
Haverford Trust Co 1.52% Add +0.0% 2,573,761 $168.0M
Atlantic Union Bankshares Corp 3.05% Add +0.0% 2,480,468 $161.9M
Stifel Financial Corp. 0.14% Add +2.3% 2,401,042 $156.7M
Rockefeller Capital Management L.P. 0.31% Add +0.5% 2,400,500 $156.7M
BLB&B Advisors, LLC 6.60% Add +6.3% 2,341,429 $152.8M
Mercer Global Advisors Inc. 0.25% Add +238.9% 2,302,038 $150.2M
Alaska Permanent Capital Management, LLC 11.02% Reduce -4.8% 2,295,137 $149.8M
Greenleaf Trust 1.34% Reduce -0.7% 2,260,853 $147.5M
Sand Hill Global Advisors, LLC 5.19% Reduce -0.4% 2,260,253 $147.5M
Captrust Financial Advisors 0.30% Add +1.1% 2,237,996 $146.1M
Members Trust Co 4.64% Reduce -1.0% 2,162,876 $141.1M
Cresset Asset Management, LLC 0.60% Add +1.5% 2,082,739 $135.9M
Sigma Investment Counselors Inc. 6.95% Reduce -0.2% 2,053,286 $134.0M
Focus Partners Wealth 0.21% Add +5.9% 2,003,711 $130.8M
UMB Bank, n.a. 1.84% Reduce -9.6% 1,912,478 $124.8M
Connecticut Wealth Management, LLC 5.46% Reduce -11.7% 1,885,632 $123.1M
Cahaba Wealth Management, Inc. 8.85% Add +3.5% 1,872,038 $122.2M
SWF LLC 12.50% No change 1,868,846 $122.0M
Fiduciary Trust Co 1.36% Reduce -1.4% 1,834,894 $119.7M
AlTi Global, Inc. 2.80% Reduce -30.2% 1,827,328 $119.3M
Whittier Trust Co. 1.36% Add +2.3% 1,811,634 $119.2M
Farmers & Merchants Investments Inc. 3.28% Add +2.5% 1,772,453 $115.7M
Badgley Phelps Wealth Managers, LLC 2.35% Add +1.2% 1,711,617 $111.7M
Moneta Group Investment Advisors LLC 0.89% Add +3.9% 1,707,385 $111.4M
Bokf, NA 1.65% Reduce -1.2% 1,684,649 $109.9M
Accredited Investors Inc. 6.00% Reduce -19.2% 1,649,266 $107.6M
Flputnam Investment Management Co. 1.60% Add +5.3% 1,635,815 $106.8M
Acropolis Investment Management, LLC 5.32% Add +7.3% 1,689,031 $104.8M
Linscomb Wealth, Inc. 4.47% Add +0.2% 1,590,268 $103.8M
Constellation Investments, Inc. 4.59% Reduce -29.7% 1,505,000 $98.2M
First Interstate Bank 5.40% Add +0.1% 1,498,721 $97.8M
Lutz Financial Services LLC 7.03% Add +2.1% 1,488,531 $97.1M
FIL Ltd 0.08% Add +57.1% 1,465,102 $95.6M
RMR Wealth Builders 7.92% Add +5.0% 1,450,910 $94.7M
Klingman & Associates, LLC 4.76% Add +3.4% 1,444,799 $94.3M
M&T Bank Corp 0.32% Reduce -8.4% 1,441,736 $94.1M
State Street Corp. 0.00% Reduce -2.5% 1,421,987 $92.8M
Chandler Asset Management, Inc. 15.16% Add +4.2% 1,415,388 $92.4M
Bessemer Group Inc. 0.14% Add +5.0% 1,415,322 $92.4M
Legacy Wealth Management, LLC 5.29% Reduce -0.9% 1,375,897 $89.8M
Ally Invest Advisors Inc. 6.44% Add +2.6% 1,374,702 $89.7M
Sage Financial Group Inc. 6.10% Add +3.8% 1,374,471 $89.7M
Lee Financial Co 11.20% Add +5.1% 1,364,354 $89.0M
Voya Investment Management LLC 0.10% Add +0.4% 1,283,476 $83.8M
Full Sail Capital, LLC 4.62% Add +0.5% 1,282,890 $83.7M
State of Michigan Retirement System 0.40% Reduce -5.1% 1,282,810 $83.7M
Planning Alternatives Ltd. 10.63% Add +0.6% 1,268,564 $82.8M
Harbour Investments, Inc. 1.88% Add +3.4% 1,267,480 $82.7M
BOK Financial Private Wealth, Inc. 5.19% Reduce -3.1% 1,264,927 $82.5M
Equitable Holdings, Inc. 0.60% Add +0.8% 1,253,915 $81.8M
RKL Wealth Management LLC 6.91% Reduce -1.0% 1,241,548 $81.0M
Janney Montgomery Scott LLC 0.19% Add +2.9% 1,213,713 $79.2M
Ballentine Partners, LLC 1.06% Add +0.2% 1,170,494 $76.4M
Whittier Trust Co. of Nevada Inc. 1.62% Add +15.3% 1,158,479 $76.2M
Alaska Wealth Advisors, LLC 9.80% Reduce -2.3% 1,148,021 $74.9M
Alliancebernstein L.P. 0.02% Add +2.3% 1,147,070 $74.9M
Leonard Rickey Investment Advisors P.L.L.C. 14.00% Reduce -2.0% 1,139,147 $74.3M
Stratos Wealth Partners, LTD. 0.87% Add +3.0% 1,122,716 $73.3M
Goelzer Investment Management, Inc. 3.84% Reduce -6.0% 1,109,335 $72.4M
Tiaa Trust, National Association 0.18% Reduce -4.9% 1,107,457 $72.3M
Cambridge Investment Research Advisors, Inc. 0.20% Add +0.0% 1,088,814 $71.1M
Tarbox Family Office, Inc. 10.38% Reduce -5.1% 1,083,629 $70.7M
Coldstream Capital Management Inc. 0.94% Add +0.5% 1,071,574 $69.9M
Arkansas Financial Group, Inc. 10.12% Reduce -4.4% 1,053,260 $68.7M
Bank of Nova Scotia 0.12% No change 1,043,500 $68.1M
Avidian Wealth Enterprises, LLC 2.56% Add +5.0% 1,040,095 $67.9M
Destination Wealth Management 1.86% Add +0.8% 1,035,714 $67.6M
Private Advisor Group, LLC 0.33% Reduce -5.1% 1,028,293 $67.1M
MCF Advisors LLC 3.99% Reduce -1.4% 996,869 $65.1M
Bangor Savings Bank 5.37% Add +1.1% 988,094 $64.5M
Cape Cod Five Cents Savings Bank 5.90% No change 1,033,266 $64.4M
Zions Bancorporation, National Association 3.18% Reduce -0.5% 985,828 $64.3M
Clearstead Advisors, LLC 0.90% Add +0.5% 945,024 $61.7M
Manufacturers Life Insurance Company, The 0.05% New 931,501 $60.8M
Axxcess Wealth Management, LLC 1.28% Add +7.5% 927,418 $60.5M
Lido Advisors, LLC 0.25% Add +116.1% 927,188 $60.5M
Valmark Advisers, Inc. 0.78% Add +0.4% 920,049 $60.0M
Chicago Partners Investment Group LLC 1.56% Add +0.8% 905,814 $59.5M
CKW Financial Group 6.47% Add +5.8% 906,713 $59.4M
Crewe Advisors LLC 5.61% Add +2.7% 901,549 $58.8M
Waverly Advisors, LLC 0.59% Add +0.7% 901,358 $58.8M
Pine Ridge Advisers LLC 4.02% Add +0.2% 899,150 $58.7M
Charter Capital Management, LLC\DE 30.54% Add +0.8% 867,428 $56.6M
Arrow Financial Corp 5.78% Reduce -0.9% 865,771 $56.5M
Kestra Advisory Services, LLC 0.26% Add +4.7% 853,123 $55.7M
West Paces Advisors Inc. 11.07% Reduce -0.6% 852,607 $55.6M
Fifth Third Wealth Advisors LLC 2.04% Reduce -0.3% 847,090 $55.3M
Private Wealth Asset Management, LLC 6.46% Add +1.4% 838,386 $54.7M
Capital Asset Advisory Services LLC 2.36% Add +7.7% 835,785 $54.5M
MBL Wealth, LLC 4.75% Add +1.4% 832,346 $54.3M
Red Cedar Investment Management, LLC 6.30% Add +0.1% 823,943 $53.8M
Modera Wealth Management, LLC 0.62% Reduce -1.8% 820,678 $53.6M
Truefg, LLC 14.75% Add +1.6% 818,086 $53.4M
Bartlett & Co. Wealth Management LLC 0.70% Add +5.3% 812,702 $53.0M
Magnus Financial Group LLC 4.20% Add +2.4% 811,947 $53.0M
American Trust 4.36% Add +1.1% 791,410 $51.6M
JNBA Financial Advisors 4.64% Reduce -0.5% 783,300 $51.1M
Trilogy Capital Inc. 2.36% Add +2.1% 780,801 $51.0M
Phillips Financial Management, LLC 3.33% Reduce -0.8% 773,965 $50.5M
Wealthquest Corp 4.02% Add +1.3% 773,050 $50.4M
Apollon Wealth Management, LLC 0.89% Add +5.2% 770,299 $50.3M
Summit Financial Strategies, Inc. 4.22% Add +9.4% 753,817 $49.2M
Hancock Whitney Corp. 0.89% Reduce -0.5% 752,695 $49.1M
MassMutual Private Wealth & Trust, FSB 1.25% Reduce -5.1% 752,378 $49.1M
Resonant Capital Advisors, LLC 2.82% Add +6.6% 742,372 $48.4M
Mesirow Financial Investment Management, Inc. 0.85% Add +9.0% 732,337 $47.8M
Portland Global Advisors LLC 5.30% Add +2.8% 727,375 $47.5M
HORAN Wealth, LLC 7.32% Add +93.8% 712,277 $46.5M
Bank of Stockton 13.25% Reduce -1.7% 712,194 $46.5M
First Business Financial Services, Inc. 4.22% Reduce -10.9% 704,170 $46.0M
Single Point Partners, LLC 9.31% Add +1.9% 702,999 $45.9M
JFS Wealth Advisors, LLC 2.65% Add +0.0% 695,193 $45.4M
Quadrant Capital Group LLC 1.47% Add +4.3% 691,076 $45.1M
MainStreet Investment Advisors LLC 6.02% Reduce -5.4% 686,249 $44.8M
Journey Advisory Group, LLC 3.30% Add +0.1% 683,820 $44.6M
Cwm, LLC 0.13% Reduce -5.5% 676,893 $44.2M
Vicus Capital 3.33% Reduce -43.3% 667,932 $43.6M
Natixis Advisors, LLC 0.06% Add +6.9% 666,776 $43.5M
Nadler Financial Group, Inc. 4.13% Add +0.2% 663,358 $43.3M
Fulton Breakefield Broenniman LLC 2.78% Add +0.2% 660,190 $43.1M
Blair William & Co. 0.11% Reduce -4.2% 650,995 $42.5M
Intrust Bank NA 3.50% Reduce -0.4% 645,313 $42.1M
Oppenheimer & Co. Inc. 0.51% Reduce -0.6% 644,944 $42.1M
Johnson Investment Counsel Inc. 0.35% Add +0.5% 632,508 $41.3M
Fiera Capital Corp 0.13% Add +1.1% 631,358 $41.2M
RTD Financial Advisors, Inc. 4.94% Add +6.8% 630,268 $41.1M
ESL Trust Services, LLC 8.06% Reduce -4.0% 629,255 $41.1M
Litman Gregory Wealth Management LLC 3.05% Reduce -5.8% 628,900 $41.0M
SCS Capital Management LLC 0.45% Reduce -6.4% 626,053 $40.9M
Evermay Wealth Management LLC 4.66% Reduce -3.5% 624,959 $40.8M
New England Professional Planning Group Inc. 18.68% Add +0.7% 643,768 $40.8M
Grove Bank & Trust 4.70% Reduce -21.1% 616,116 $40.2M
Sax Wealth Advisors, LLC 2.13% Reduce -3.1% 607,434 $39.6M
NewSquare Capital LLC 2.67% Add +3.5% 603,101 $39.4M
Chesley Taft & Associates LLC 1.66% Reduce -3.2% 600,487 $39.2M
Global Retirement Partners, LLC 0.88% Add +11.4% 599,701 $39.1M
NorthCoast Asset Management LLC 0.15% Add +10.7% 599,496 $39.1M
Westwood Holdings Group Inc. 0.28% Reduce -10.7% 597,364 $39.0M
Midland Wealth Advisors, LLC 2.06% Add +3524.7% 590,901 $38.6M
Allworth Financial LP 0.17% Reduce -1.8% 588,983 $38.4M
Lowe Brockenbrough & Co. Inc. 1.97% Reduce -3.1% 587,457 $38.3M
Lazard Asset Management LLC 0.05% Reduce -5.0% 580,927 $37.9M
DT Investment Partners, LLC 3.16% Add +1.1% 572,742 $37.4M
Beaumont Financial Advisors, LLC 2.47% Reduce -1.3% 565,401 $36.9M
Greenwood Gearhart LLC 2.11% Add +2.3% 560,803 $36.6M
Human Investing LLC 5.38% Add +4.7% 558,021 $36.4M
Diversified Trust Co. 0.72% Reduce -11.7% 554,327 $36.2M
CJM Wealth Advisers, Ltd. 11.10% Reduce -0.2% 553,671 $36.1M
Voya Financial Advisors, Inc. 3.48% Reduce -11.2% 553,835 $36.1M
Sequoia Financial Advisors, LLC 0.22% Reduce -7.5% 541,613 $35.3M
Integrated Wealth Concepts LLC 0.31% Reduce -10.7% 530,522 $34.6M
BNP Paribas Financial Markets 0.03% Reduce -63.7% 530,115 $34.6M
Hudock, Inc. 5.18% Add +0.5% 522,131 $34.1M
Titleist Asset Management, LLC 2.94% Add +4.2% 511,912 $33.4M
CIBC Private Wealth Group LLC 0.06% Reduce -2.1% 511,429 $33.4M
Capital Investment Advisors, LLC 0.55% Reduce -0.0% 509,384 $33.2M
United Capital Financial Advisors, LLC 0.24% Add +2.9% 507,985 $33.2M
Pure Financial Advisors, LLC 0.52% Add +1.4% 503,196 $32.8M
BlueStem Wealth Partners, LLC 3.73% Reduce -8.8% 499,646 $32.6M
Concurrent Investment Advisors, LLC 0.56% Add +0.1% 499,412 $32.6M
Forvis Mazars Wealth Advisors, LLC 0.65% Reduce -2.4% 499,052 $32.6M
Bristlecone Advisors, LLC 2.72% Add +1.4% 498,272 $32.5M
FineMark National Bank & Trust 1.05% Reduce -1.2% 493,659 $32.2M
Midwest Trust Co 0.42% Reduce -6.6% 489,018 $31.9M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -5.9% 488,339 $31.9M
YHB Investment Advisors, Inc. 2.31% Add +3.6% 483,733 $31.6M
Bar Harbor Wealth Management 1.89% Add +0.6% 481,559 $31.4M
Graves Light Lenhart Wealth, Inc. 3.48% Reduce -2.3% 480,056 $31.3M
Leverty Financial Group, LLC 8.11% Add +388.6% 478,712 $31.2M
Urban Financial Advisory Corp 14.44% Add +0.3% 474,884 $31.0M
Verde Capital Management 6.83% Add +4.8% 472,569 $30.8M
Shoker Investment Counsel, Inc. 9.08% Reduce -0.3% 471,744 $30.8M
Courier Capital LLC 1.75% Add +1.0% 469,409 $30.6M
Callan Family Office, LLC 0.97% Reduce -3.7% 466,928 $30.5M
Old Second National Bank of Aurora 6.27% Reduce -4.7% 466,309 $30.4M
Beacon Pointe Advisors, LLC 0.25% Add +17.3% 457,788 $29.9M
Bailard, Inc. 0.64% Reduce -2.0% 452,535 $29.5M
Savant Capital, LLC 0.18% Reduce -0.6% 451,554 $29.5M
Catalyst Financial Partners LLC 3.50% Add +0.9% 445,011 $29.0M
Ashton Thomas Private Wealth, LLC 0.75% Add +5.3% 441,740 $28.8M
Summit Financial, LLC 0.44% Add +14.7% 440,158 $28.7M
Citigroup Inc. 0.02% Add +5.9% 438,459 $28.6M
Stockman Wealth Management, Inc. 3.55% Add +7.6% 438,357 $28.6M
Crestwood Advisors Group, LLC 0.49% Add +7.6% 438,169 $28.6M
Nations Financial Group Inc, /Ia/ 1.75% Reduce -2.5% 430,349 $28.1M
Ritter Daniher Financial Advisory LLC / DE 4.94% Reduce -8.3% 429,935 $28.1M
Arcataur Capital Management LLC 8.24% Reduce -0.3% 429,589 $28.0M
NewEdge Advisors, LLC 0.13% Add +7.1% 427,747 $27.9M
Brand Asset Management Group, Inc. 7.85% Add +2.8% 427,692 $27.9M
Retirement Systems of Alabama 0.09% Add +0.8% 426,513 $27.8M
Randolph Co Inc 2.69% Reduce -0.1% 424,725 $27.7M
Wealth Advisory Solutions, LLC 6.71% Add +0.5% 424,691 $27.7M
Drake & Associates, LLC 5.80% Add +14.3% 427,500 $27.7M
Arkos Global Advisors 3.46% Add +24.5% 416,824 $27.2M
Johnson Financial Group, Inc. 1.02% Add +1.8% 416,066 $27.2M
First Horizon Corp. 1.28% — 415,815 $27.1M
Mullooly Asset Management, Inc. 10.24% Add +2.6% 409,221 $26.7M
Gladstone Institutional Advisory LLC 1.03% Add +3.6% 408,338 $26.6M
Investments & Financial Planning, LLC 14.36% Add +0.6% 407,297 $26.6M
Sagespring Wealth Partners, LLC 0.52% Reduce -2.8% 404,926 $26.4M
D.A. Davidson & Co. 0.17% Reduce -19.0% 404,570 $26.4M
Thrivent Financial for Lutherans 0.05% Reduce -4.7% 403,230 $26.3M
Kanawha Capital Management LLC 1.80% Add +0.2% 399,651 $26.1M
Financial Management Network Inc. 4.30% Add +2.1% 395,707 $26.1M
GenWealth Group, Inc. 4.83% Reduce -3.2% 397,812 $26.0M
Sanctuary Advisors, LLC 0.15% Reduce -2.9% 396,852 $25.9M
Choreo, LLC 0.34% Reduce -7.3% 396,726 $25.9M
King Wealth Management Group 3.25% Add +2.7% 396,162 $25.9M
Alps Advisors Inc. 0.14% Add +1.0% 395,112 $25.8M
LGL Partners, LLC 10.76% Reduce -1.6% 387,128 $25.3M
Journey Strategic Wealth LLC 0.71% Reduce -0.0% 386,553 $25.2M
Trust Co. of Vermont 1.09% Add +14.1% 385,388 $25.2M
Bryant Woods Investment Advisors, LLC 9.81% Add +0.9% 384,476 $25.1M
Iowa State Bank 4.76% Add +2.3% 383,147 $25.0M
Sava Penzisko Drushtvo A.D. Skopje 8.16% — 381,324 $24.9M
1ST Source Bank 1.31% Add +28.7% 380,722 $24.8M
Baron Silver Stevens Financial Advisors, LLC 3.62% Add +0.5% 378,548 $24.7M
Twele Capital Management, Inc. 4.52% Add +0.1% 375,647 $24.5M
Caliber Wealth Management, LLC / KS 2.73% Add +12.8% 375,530 $24.5M
OneDigital Investment Advisors LLC 0.25% Reduce -0.1% 375,233 $24.5M
Scotia Capital Inc. 0.10% Reduce -23.7% 373,942 $24.4M
Salomon & Ludwin, LLC 2.18% Reduce -1.0% 367,904 $24.2M
West Financial Advisors, LLC 4.00% Reduce -4.5% 370,691 $24.2M
Coastline Trust Co 2.59% Reduce -1.5% 370,462 $24.2M
Fort Washington Investment Advisors Inc. 0.13% Reduce -5.7% 369,298 $24.1M
Wilmington Savings Fund Society, FSB 0.58% Reduce -21.8% 367,585 $24.0M
McKinley Carter Wealth Services, Inc. 1.25% Add +2.5% 365,568 $23.9M
Kestra Private Wealth Services, LLC 0.31% Reduce -0.4% 363,982 $23.8M
Argent Trust Co 0.84% Add +0.6% 361,779 $23.6M
Ironwood Financial, llc 4.18% Add +19.4% 361,647 $23.6M
Nan Fung Trinity (hk) Ltd. 2.34% No change 359,000 $23.4M
Texas Capital Bank Wealth Management Services Inc 1.92% Add +2.7% 358,060 $23.4M
Altus Wealth Management, LLC 10.21% Add +1.8% 353,481 $23.1M
Glenview Trust Co 0.37% Reduce -0.0% 352,999 $23.0M
Harbor Group, Inc. 3.66% Reduce -1.1% 352,783 $23.0M
Pinnacle Associates Ltd. 0.30% Reduce -0.3% 351,980 $23.0M
Sigma Planning Corp 0.65% Reduce -2.3% 351,028 $22.9M
Anb Bank 9.23% Reduce -2.6% 348,668 $22.8M
Wealthspire Retirement, LLC 1.45% Add +1.2% 347,253 $22.7M
Serenus Wealth Advisors, LLC 3.86% Reduce -0.2% 346,606 $22.6M
49 Wealth Management, LLC 2.13% Add +9.6% 346,444 $22.6M
Summit Trail Advisors, LLC 0.31% Add +137.1% 346,058 $22.6M
Rockland Trust Co. 0.92% Add +1094.0% 345,463 $22.5M
TD Private Client Wealth LLC 0.50% Reduce -5.7% 341,245 $22.3M
Valley Forge Investment Consultants Inc. Adv 6.49% Add +7.9% 340,214 $22.2M
Glenmede Investment Management, LP 0.11% Reduce -2.3% 335,635 $21.9M
Brown Advisory Inc. 0.03% Add +8.9% 334,708 $21.8M
Alpine Bank Wealth Management 3.06% Reduce -2.5% 333,677 $21.8M
Conning Inc. 0.76% No change 330,740 $21.6M
Provida Pension Fund Administrator 0.38% Reduce -73.6% 329,995 $21.5M
FSM Wealth Advisors, LLC 3.04% Add +13.4% 329,711 $21.5M
Orin Green Financial, LLC 8.57% Add +1.4% 328,372 $21.4M
Farther Finance Advisors, LLC 0.32% Add +36.5% 327,366 $21.4M
CGC Financial Services, LLC 5.88% Add +204.6% 326,780 $21.3M
Pinnacle Financial Partners Inc 0.51% Reduce -2.3% 326,068 $21.3M
Professional Advisory Services Inc. 2.52% Add +0.0% 325,972 $21.3M
Apella Capital, LLC 0.47% Add +30.3% 327,930 $21.1M
Wealthcare Advisory Partners LLC 0.43% Reduce -19.3% 319,863 $20.9M
Peninsula Asset Management Inc. 10.70% Reduce -0.1% 319,215 $20.8M
Advisory Services Network, LLC 0.30% Add +0.6% 316,659 $20.7M
Pinnacle Wealth Management Advisory Group, LLC 1.54% Reduce -0.0% 314,812 $20.5M
Bleakley Financial Group, LLC 0.48% Reduce -6.8% 314,492 $20.5M
CFS Investment Advisory Services, LLC 1.52% Reduce -2.0% 309,826 $20.4M
Instrumental Wealth, LLC 14.32% Add +5.8% 316,269 $20.4M
Allspring Global Investments Holdings, LLC 0.03% No change 310,129 $20.3M
Ameritas Advisory Services, LLC 1.32% Reduce -38.4% 309,489 $20.2M
Harbour Trust & Investment Management Co 2.08% Add +1.4% 308,790 $20.2M
PACK Private Wealth, LLC 9.49% Add +2.4% 308,745 $20.1M
Jane Street Group, LLC 0.02% Add +50.9% 307,650 $20.1M
Lynch & Associates 3.87% Add +0.9% 307,397 $20.1M
Whitcomb & Hess, Inc. 5.13% Add +2.3% 305,734 $20.0M
DHJJ Financial Advisors, Ltd. 6.73% Reduce -0.4% 304,260 $19.9M
PKS Advisory Services, LLC 4.62% Reduce -0.4% 304,196 $19.9M
Presper Financial Architects, LLC 11.47% Reduce -11.6% 303,033 $19.8M
Soltis Investment Advisors LLC 1.37% Add +1.1% 302,519 $19.7M
jvl associates llc 6.53% Reduce -3.5% 302,424 $19.7M
Park Avenue Securities LLC 0.15% Add +5.5% 300,752 $19.6M
Newton One Investments LLC 5.80% Add +0.5% 300,235 $19.6M
Crescent Grove Advisors, LLC 1.87% Add +1.4% 299,199 $19.5M
Centerpoint Advisors, LLC 6.03% Add +1.8% 298,007 $19.4M
Cambridge Advisors Inc. 3.76% Reduce -1.8% 295,186 $19.3M
Independent Financial Group, LLC 0.46% Add +4.9% 293,050 $19.1M
Richardson Capital Management LLC 9.04% Add +159.8% 291,601 $19.0M
First Nebraska Trust Co 1.71% Add +0.1% 290,567 $19.0M
Atlanta Consulting Group Advisors, LLC 4.63% Add +1.7% 290,228 $18.9M
Coyle Financial Counsel LLC 4.36% Add +33.6% 290,109 $18.9M
Leavell Investment Management, Inc. 0.80% Reduce -2.1% 289,504 $18.9M
Trifecta Capital Advisors, LLC 2.87% Reduce -0.2% 288,834 $18.8M
Perigon Wealth Management, LLC 0.38% Reduce -4.5% 288,668 $18.8M
Old National Bancorp 0.32% Reduce -0.3% 288,199 $18.8M
Smithfield Trust Co 0.84% Reduce -1.8% 287,779 $18.8M
Burns J W & Co. Inc. 2.12% Add +3.7% 286,895 $18.7M
Dynasty Wealth Management, LLC 0.25% New 286,781 $18.7M
Brown Brothers Harriman & Co. 0.11% Add +1.9% 285,318 $18.6M
Meridian Management Co. 4.98% Add +4.6% 285,032 $18.6M
Atlantic Edge Private Wealth Management, LLC 4.76% Add +1.3% 283,458 $18.5M
Rwa Wealth Partners, LLC 0.21% Reduce -3.4% 282,504 $18.4M
Acima Private Wealth, LLC 5.77% Reduce -0.3% 282,234 $18.4M
WASHINGTON TRUST Co 0.60% Add +9.0% 281,990 $18.4M
Marino, Stram & Associates LLC 3.30% Add +4.5% 281,539 $18.4M
Asset Management Group, Inc. 2.96% Add +1.2% 277,098 $18.1M
First National Trust Co 0.62% Add +0.1% 276,765 $18.1M
Principal Financial Group Inc. 0.01% Reduce -2.9% 276,511 $18.0M
Madison Asset Management, LLC 0.20% Reduce -4.2% 276,110 $18.0M
Avondale Wealth Management 9.59% Reduce -1.7% 275,729 $18.0M
Montag A & Associates Inc. 0.83% Reduce -6.2% 275,590 $18.0M
Curi Capital, LLC 0.33% Reduce -3.2% 275,119 $18.0M
Platt Investment Counsel, LLC 14.08% Add +12.6% 274,005 $17.9M
Cantor Fitzgerald Investment Advisors L.P. 1.22% Reduce -0.1% 273,973 $17.9M
AdvisorNet Financial, Inc 1.01% Add +16.9% 272,211 $17.8M
Nottingham Advisors, Inc. 2.46% Reduce -0.9% 271,821 $17.7M
Simmons Bank 1.17% Reduce -3.4% 269,650 $17.6M
Evernest Financial Advisors, LLC 4.89% Add +4.0% 267,640 $17.5M
Turtle Creek Wealth Advisors, LLC 1.55% Add +0.0% 265,505 $17.3M
Kelman-Lazarov, Inc. 2.57% Add +1.1% 265,296 $17.3M
IFG Advisors, LLC 2.82% Add +10.7% 264,578 $17.3M
Holland Advisory Services, Inc. 23.56% Reduce -1.4% 262,827 $17.2M
Lodestar Private Asset Management LLC 1.78% Add +0.8% 261,871 $17.1M
Clarity Wealth Advisors, LLC 3.75% Add +3.0% 261,065 $17.0M
Accretive Wealth Partners, LLC 5.15% Add +2.4% 258,719 $16.9M
Citizens & Northern Corp. 4.18% Reduce -0.1% 258,315 $16.9M
Macquarie Group Ltd. 0.02% No change 257,720 $16.8M
IHT Wealth Management, LLC 0.42% Add +7.1% 256,871 $16.8M
Burkett Financial Services, LLC 5.76% Add +1.3% 256,223 $16.7M
Cim Investment Management Inc. 4.54% Reduce -10.3% 256,189 $16.7M
BostonPremier Wealth LLC 8.28% Add +2.7% 255,579 $16.7M
Core Wealth Advisors, Inc. 4.34% Add +2.8% 255,142 $16.7M
Gallagher Capital Advisors, LLC 9.54% Add +77.8% 237,274 $16.6M
Tower Wealth Partners, Inc. 9.08% Reduce -0.6% 253,315 $16.5M
Retirement Income Solutions, Inc. 2.83% Reduce -1.9% 253,287 $16.5M
Guardian Wealth Advisors, LLC 9.36% Add +4.9% 252,983 $16.5M
Elevation Point Wealth Partners, LLC 1.15% Add +88.2% 252,468 $16.5M
Cape Ann Savings Bank 8.66% Reduce -3.5% 248,462 $16.2M
Norris Perne & French LLP 1.13% Add +1.9% 248,362 $16.2M
Equitable Trust Co. 0.74% Reduce -0.1% 248,301 $16.2M
Windsor Capital Management, LLC 4.47% Add +4.5% 248,037 $16.2M
Smith, Moore & Co. 1.23% Add +2.0% 245,944 $16.1M
Mgo One Seven LLC 0.37% Add +112.9% 243,389 $15.9M
Eley Financial Management, Inc 5.71% Add +0.6% 243,036 $15.9M
Galvin, Gaustad & Stein, LLC 1.30% Add +0.7% 241,684 $15.8M
Southeast Asset Advisors, LLC 1.72% Reduce -0.8% 241,374 $15.8M
New England Asset Management Inc. 2.13% Add +93.5% 240,685 $15.7M
Mechanics Financial Corp 5.94% Add +0.8% 240,317 $15.7M
Arkadios Wealth Advisors 0.38% Add +8.8% 237,679 $15.5M
Argent Advisors, Inc. 4.57% Add +4.3% 237,339 $15.5M
CoreCap Advisors, LLC 0.56% Add +0.7% 235,796 $15.4M
Hubbell Strickland Wealth Management, LLC 6.31% Add +0.3% 235,051 $15.3M
Guidance Point Advisors, LLC 3.81% Reduce -1.6% 234,453 $15.3M
MKD Wealth Coaches, LLC 15.17% Reduce -0.5% 233,309 $15.2M
IronBridge Private Wealth, LLC 4.79% Reduce -0.3% 232,752 $15.2M
Consilio Wealth Advisors, LLC 4.95% Add +5.8% 231,028 $15.1M
Pacific Center for Financial Services 3.82% Add +1.1% 229,635 $15.0M
Walkner Condon Financial Advisors LLC 2.37% Reduce -0.1% 229,728 $15.0M
Advisors Capital Management, LLC 0.19% Add +10.8% 228,674 $14.9M
London Co. of Virginia 0.08% Add +20.9% 228,204 $14.9M
LTG Capital LLC 11.70% Add +4.8% 227,788 $14.9M
SWS Partners 3.63% Add +2.4% 227,613 $14.9M
PDS Planning, Inc 1.02% Reduce -1.1% 226,909 $14.8M
Centaurus Financial, Inc. 0.70% Add +2.2% 226,872 $14.8M
Marietta Wealth Management, LLC 1.80% Reduce -25.5% 225,480 $14.7M
Integrated Advisors Network LLC 0.62% Add +1.8% 225,410 $14.7M
Cibc World Market Inc. 0.03% Reduce -1.2% 224,263 $14.6M
Colonial Trust Advisors 1.12% Add +2.2% 222,380 $14.5M
Ancora Advisors LLC 0.29% Add +3.7% 221,362 $14.4M
River Street Advisors LLC 5.58% Reduce -0.6% 220,578 $14.4M
Synovus Financial Corp. 0.16% Add +7.9% 216,652 $14.1M
American Financial Advisors, LLC 1.82% Reduce -5.7% 216,225 $14.1M
Apollon Financial, LLC 2.35% Add +87.7% 215,752 $14.1M
Encompass Wealth Advisors, LLC 4.78% Add +3.3% 215,026 $14.0M
Towercrest Capital Management 2.25% Add +10.6% 214,852 $14.0M
Pittenger & Anderson Inc. 0.51% Add +1.5% 214,416 $14.0M
Forbes J M & Co. LLP 1.16% Add +1.3% 213,957 $14.0M
Western Wealth Management, LLC 0.73% Add +0.5% 212,780 $13.9M
KMG Fiduciary Partners, LLC 0.93% Add +7.7% 212,363 $13.9M
Composition Wealth, LLC 0.21% Reduce -23.5% 210,797 $13.8M
Meridian Wealth Management, LLC 0.53% Add +0.0% 209,407 $13.7M
New York Life Investment Management LLC 0.12% Add +6.0% 208,684 $13.6M
Orion Porfolio Solutions, LLC 0.11% Add +8.6% 208,673 $13.6M
Neumann Capital Management, LLC 3.98% Reduce -0.4% 208,548 $13.6M
Vestmark Advisory Solutions, Inc. 0.26% Reduce -37.5% 208,406 $13.6M
VestGen Advisors, LLC 0.45% Reduce -44.0% 208,026 $13.6M
Ameritas Investment Partners, Inc. 0.41% Add +2.4% 207,773 $13.6M
Per Stirling Capital Management, LLC. 1.61% Reduce -3.7% 206,732 $13.5M
Highview Capital Management LLC 4.94% Reduce -3.1% 205,788 $13.4M
Little House Capital LLC 3.07% Add +3.3% 204,948 $13.4M
AQR Capital Management 0.01% Add +97.8% 204,054 $13.3M
IFP Advisors, Inc 0.34% Add +4.0% 202,270 $13.2M
Robertson Stephens Wealth Management, LLC 0.39% Reduce -4.0% 199,661 $13.0M
Riverpoint Wealth Management Holdings, LLC 2.86% Reduce -0.1% 199,403 $13.0M
First Bank & Trust 2.19% Reduce -9.7% 199,223 $13.0M
Fairway Wealth LLC 3.64% Add +3.8% 198,986 $13.0M
FFT Wealth Management LLC 2.38% Add +4.1% 198,897 $13.0M
Beacon Financial Planning, Inc. 6.71% Reduce -2.6% 198,605 $13.0M
First Western Trust Bank 0.59% Reduce -5.0% 198,293 $12.9M
KFA Private Wealth Group, LLC 3.69% Add +3.7% 197,945 $12.9M
Hopwood Financial Services, Inc. 8.63% Add +1.6% 197,855 $12.9M
Capital Investment Counsel, LLC 1.90% Add +3.2% 197,716 $12.9M
GFS Advisors, LLC 1.64% Add +3.4% 197,059 $12.9M
Panoramic Capital Partners, LLC 8.20% Add +4.1% 195,635 $12.8M
Capital Analysts, LLC 0.37% Add +5.6% 195,599 $12.8M
Winthrop Advisory Group LLC 1.12% Reduce -12.3% 195,520 $12.8M
Dynamic Advisor Solutions LLC 0.37% Reduce -38.7% 194,002 $12.7M
Madison Wealth Partners, Inc 2.47% Add +0.8% 191,615 $12.5M
Sterling Investment Counsel, LLC 4.01% Add +80.8% 191,489 $12.5M
Omega Financial Group, LLC 4.20% Add +3.8% 191,310 $12.5M
Ironwood Wealth Management, LLC. 4.18% Reduce -1.0% 190,992 $12.5M
Parallel Advisors, LLC 0.23% Add +4.3% 190,732 $12.4M
Fidelis Capital Partners, LLC 0.97% Add +8.6% 190,589 $12.4M
Finley Financial, LLC 5.74% Add +27.3% 190,087 $12.4M
J.W. Cole Advisors, Inc. 0.24% Reduce -3.6% 189,081 $12.3M
Robinswood Financial LLC 4.12% Reduce -10.2% 189,073 $12.3M
Hardy Reed LLC 0.91% Reduce -0.4% 188,777 $12.3M
HB Wealth Management, LLC 0.08% Add +29.3% 186,452 $12.2M
Montecito Bank & Trust 1.89% — 186,379 $12.2M
AAF Wealth Management, LLC 5.49% Add +2.5% 185,842 $12.1M
Campion Asset Management 8.58% Add +2.0% 185,139 $12.1M
TD Asset Management Inc 0.01% Reduce -76.9% 184,558 $12.0M
Kopp Family Office, LLC 7.83% Add +6.5% 184,293 $12.0M
Choate Investment Advisors 0.25% Reduce -0.9% 183,491 $12.0M
Proffitt & Goodson Inc. 1.72% Add +2.3% 183,487 $12.0M
Petix & Botte Co 2.76% Reduce -6.2% 183,106 $11.9M
Naples Global Advisors, LLC 0.93% Add +1.3% 182,173 $11.9M
Cullen/Frost Bankers, Inc. 0.14% Reduce -3.0% 180,825 $11.8M
AMG National Trust Bank 0.29% Reduce -2.2% 180,466 $11.8M
Telos Capital Management, Inc. 1.13% Add +1.7% 180,097 $11.8M
Quantinno Capital Management LP 0.03% Add +31.8% 179,127 $11.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.29% Add +2.1% 179,048 $11.7M
IFG Advisory, LLC 0.53% Reduce -11.7% 179,012 $11.7M
Waldron Private Wealth LLC 0.47% Reduce -7.4% 178,980 $11.7M
SageView Advisory Group, LLC 0.40% Reduce -6.3% 177,962 $11.6M
AtlasMark Financial, Inc 7.73% Add +10.3% 177,280 $11.6M
Simon Quick Advisors, LLC 0.52% Add +0.8% 176,707 $11.5M
Private Advisory Group LLC 1.00% Add +2.4% 175,889 $11.5M
Cahill Financial Advisors Inc. 1.31% Add +1.1% 175,792 $11.5M
MTC Wealth Management LLC 5.34% Reduce -1.3% 175,755 $11.5M
Tompkins Financial Corp. 0.95% Reduce -16.8% 174,867 $11.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -18.8% 173,187 $11.3M
First Citizens Bank & Trust Co. 0.24% Add +0.9% 171,565 $11.2M
Wesbanco Bank Inc. 0.31% Reduce -3.4% 171,467 $11.2M
Country Club Bank 0.66% Add +1.5% 170,664 $11.1M
Affiance Financial, LLC 2.02% Reduce -0.3% 170,026 $11.1M
RiverGlades Family Offices LLC 6.77% Add +0.8% 169,725 $11.1M
Vision Capital Management, Inc. 1.36% Reduce -2.1% 169,497 $11.1M
State of Wisconsin Investment Board 0.03% Add +38.6% 169,080 $11.0M
Idaho Trust Co 3.71% Add +7.7% 168,955 $11.0M
SPC Financial, Inc. 0.86% Add +3.4% 168,905 $11.0M
Wescott Financial Advisory Group, LLC 0.98% Add +19.1% 167,929 $11.0M
Partnership Wealth Management, LLC 8.44% Reduce -0.5% 167,911 $11.0M
JSF Financial, LLC 2.42% Reduce -1.1% 167,262 $10.9M
Harbor Advisory Corp. 3.23% Add +5.7% 167,112 $10.9M
NewEdge Wealth, LLC 0.16% Reduce -4.4% 167,995 $10.9M
Carr Financial Group Corp 2.96% Reduce -23.6% 165,238 $10.8M
RFG - Bristol Wealth Advisors, LLC 3.11% Add +4140.1% 165,069 $10.8M
Econ Financial Services Corp 5.35% Add +3.5% 164,529 $10.7M
Matrix Private Capital Group LLC 5.69% Add +5.7% 164,466 $10.7M
Community Bank, N.A. 1.29% Add +0.4% 163,763 $10.7M
Pachira Investments Inc. 6.00% Reduce -6.3% 163,530 $10.7M
Vanguard Group Inc. 0.00% Add +1.1% 163,181 $10.6M
Certified Advisory Corp 1.01% Reduce -0.5% 162,941 $10.6M
Rochester Wealth Strategies, LLC 6.93% Add +2.8% 162,396 $10.6M
IFS Advisors, LLC 6.18% Add +0.8% 161,812 $10.6M
Commerce Bank 0.06% Reduce -4.8% 161,746 $10.6M
First Hawaiian Bank 1.35% Reduce -10.1% 161,715 $10.6M
DAVENPORT & Co LLC 0.06% Add +4.3% 160,957 $10.5M
CX Institutional 0.32% Add +3.4% 160,167 $10.5M
PCA Investment Advisory Services Inc. 3.84% Add +0.8% 158,495 $10.4M
Evercore Wealth Management, LLC 0.15% No change 158,814 $10.4M
TruWealth Advisors, LLC 0.52% Add +1.0% 157,916 $10.3M
Ellis Investment Partners, LLC 1.85% Reduce -1.5% 156,787 $10.2M
Sandbox Financial Partners, LLC 2.91% Add +5.4% 155,765 $10.2M
Level Four Advisory Services, LLC 0.35% Add +0.7% 155,551 $10.2M
Hiley Hunt Wealth Management 4.75% Add +3.6% 154,814 $10.1M
StrongBox Wealth, LLC 3.42% Add +5.8% 154,793 $10.1M
Kingsview Wealth Management, LLC 0.15% Add +4.3% 154,665 $10.1M
Tectonic Advisors LLC 0.55% Add +3.9% 154,367 $10.1M
Stratos Investment Management, LLC 0.42% Add +3.6% 154,121 $10.1M
May Hill Capital, LLC 2.95% Reduce -9.3% 154,027 $10.1M
Lake Street Private Wealth, LLC 1.30% Add +1.5% 154,016 $10.1M
Common Fund for Nonprofit Organizations 0.86% Reduce -37.4% 153,826 $10.0M
1 North Wealth Services LLC 4.07% Reduce -13.9% 152,385 $9.9M
Lee, Kelleher & Klein Wealth Management 6.10% Add +6.7% 151,685 $9.9M
Associated Banc-Corp 0.26% Reduce -4.0% 151,185 $9.9M
Rice Partnership, LLC 1.40% Add +0.6% 151,179 $9.9M
Global Wealth Management Investment Advisory, Inc. 1.64% Add +2.1% 149,856 $9.8M
YANKCOM Partnership 4.40% Add +3.8% 149,643 $9.8M
NTV Asset Management LLC 1.06% Reduce -3.6% 149,068 $9.7M
Destiny Capital Corp 5.29% Add +2.7% 148,793 $9.7M
Principal Securities, Inc. 0.16% Reduce -18.5% 148,156 $9.7M
Aft, Forsyth & Sober, LLC 3.00% Reduce -9.5% 148,125 $9.7M
Flagship Harbor Advisors, LLC 0.42% Add +21.0% 147,242 $9.6M
Affinity Capital Advisors, LLC 1.47% Add +13.6% 146,393 $9.6M
Ramsay, Stattman, Vela & Price, Inc. 1.71% Add +0.6% 146,619 $9.6M
Colton Groome Financial Advisors, LLC 2.94% Add +2.8% 146,598 $9.6M
Great Valley Advisor Group, Inc. 0.19% Reduce -17.6% 145,457 $9.5M
Rossmore Private Capital 1.02% Reduce -1.8% 145,127 $9.5M
Caldwell Trust Co 0.88% Add +1.5% 143,596 $9.4M
Rhumbline Advisers 0.01% Add +25.6% 142,830 $9.3M
Smithbridge Asset Management Inc. 1.35% Add +7.1% 142,479 $9.3M
Novare Capital Management LLC 0.71% Add +1.6% 141,971 $9.3M
Asset Allocation Strategies LLC 1.83% Reduce -16.2% 141,847 $9.3M
Avaii Wealth Management, LLC 3.52% Add +2.2% 141,617 $9.2M
Independent Solutions Wealth Management, LLC 1.64% Reduce -0.3% 141,422 $9.2M
Physician Wealth Advisors, Inc. 1.31% Reduce -0.8% 140,772 $9.2M
Mutual Advisors, LLC 0.20% Add +4.3% 139,735 $9.2M
Prime Capital Investment Advisors, LLC 0.12% Add +0.2% 140,308 $9.2M
National Philanthropic Trust 0.10% Reduce -5.3% 140,017 $9.1M
Jmac Enterprises LLC 1.79% Add +2.7% 138,836 $9.1M
Spire Wealth Management 0.31% Reduce -9.3% 138,668 $9.0M
BlueChip Wealth Advisors LLC 3.83% Add +1.5% 137,488 $9.0M
Atria Investments, Inc 0.10% Reduce -8.5% 136,896 $8.9M
Burke & Herbert Bank & Trust Co. 1.90% Reduce -1.1% 135,414 $8.8M
Clarus Wealth Advisors 3.91% Add +2.8% 134,337 $8.8M
Lebenthal Global Advisors, LLC 1.55% Add +1.8% 135,372 $8.8M
Segall Bryant & Hamill, LLC 0.12% Add +51.8% 135,277 $8.8M
St. Louis Trust Co 1.10% No change 134,838 $8.8M
New Hampshire Trust 1.69% Reduce -0.6% 134,217 $8.8M
Long Run Wealth Advisors, LLC 1.71% Add +307.7% 133,315 $8.7M
Mascoma Wealth Management LLC 1.91% Reduce -1.5% 133,102 $8.7M
Opes Wealth Management LLC 1.52% Reduce -0.3% 132,634 $8.7M
Flagship Private Wealth, LLC 3.47% Add +30.3% 132,159 $8.6M
Citizens National Bank Trust Department 1.54% Reduce -1.2% 132,039 $8.6M
David J Yvars Group 4.61% Reduce -9.0% 131,942 $8.6M
Richwood Investment Advisors, LLC 6.74% Reduce -0.3% 131,872 $8.6M
Vishria Bird Financial Group, LLC 1.69% Reduce -0.3% 131,791 $8.6M
O'shaughnessy Asset Management, LLC 0.05% Add +42.9% 131,679 $8.6M
Triangle Securities Wealth Management 1.94% Add +3.7% 131,060 $8.6M
MetLife Investment Management, LLC 0.04% Reduce -0.8% 131,000 $8.5M
Belpointe Asset Management LLC 0.33% Reduce -5.9% 130,925 $8.5M
Eastern Bank 0.15% Reduce -1.8% 130,599 $8.5M
NorthCrest Asset Manangement, LLC 0.20% Reduce -6.5% 130,781 $8.5M
GHP Investment Advisors, Inc. 0.36% Reduce -0.9% 130,523 $8.5M
SlateStone Wealth, LLC 0.74% Add +9.6% 130,481 $8.5M
Precedent Wealth Partners, LLC 1.87% Reduce -5.2% 130,221 $8.5M
Peoples Bank 5.20% Reduce -4.2% 129,797 $8.5M
Advisory Alpha, LLC 0.23% Add +0.1% 128,367 $8.4M
Alley Investment Management Company, LLC 0.98% Reduce -0.2% 128,726 $8.4M
Ewa, LLC 2.31% Add +4.5% 127,953 $8.4M
Pettyjohn, Wood & White, Inc. 1.37% Add +0.4% 127,331 $8.3M
Wela Strategies, Inc. 3.15% Reduce -0.6% 127,135 $8.3M
United Financial Planning Group LLC 5.21% — 126,789 $8.3M
RFP Financial Group LLC 3.36% Add +0.1% 132,151 $8.2M
GC Wealth Management RIA, LLC 0.27% No change 126,025 $8.2M
Stratos Wealth Advisors, LLC 0.39% Reduce -2.1% 124,890 $8.2M
Canal Capital Management, LLC 1.22% Reduce -0.7% 124,837 $8.1M
Montis Financial, LLC 1.88% Reduce -5.9% 124,753 $8.1M
Elyxium Wealth, LLC 2.84% Reduce -5.2% 124,689 $8.1M
Rogco, LP 2.86% Add +4.9% 124,667 $8.1M
Arcus Capital Partners, LLC 3.56% Add +0.1% 124,539 $8.1M
Mission Wealth Management, LP 0.17% Add +1.6% 124,266 $8.1M
LeConte Wealth Management, LLC 5.41% Reduce -11.1% 124,167 $8.1M
Vectors Research Management, LLC 2.55% Reduce -2.5% 123,894 $8.1M
Hi-Line Capital Management, LLC 2.55% Add +13.6% 123,577 $8.1M
Snowden Capital Advisors LLC 0.22% Add +2.3% 123,245 $8.0M
Empowered Funds, LLC 0.08% Add +675.7% 122,061 $8.0M
Pennsylvania Capital Management Inc. 2.31% Add +1.6% 121,262 $7.9M
Merit Financial Group, LLC 0.07% Add +1.1% 121,175 $7.9M
Magnolia Capital Management Ltd. 6.06% Reduce -0.9% 121,035 $7.9M
Smith Shellnut Wilson LLC 3.03% Add +32.2% 120,975 $7.9M
Regal Investment Advisors LLC 0.51% Add +10.7% 120,171 $7.8M
Focus Partners Advisor Solutions, LLC 0.09% Add +67.9% 118,657 $7.8M
Sterling Investment Advisors LLC 3.83% Add +0.6% 118,628 $7.7M
2UniFi Bank 3.83% Add +7.2% 117,327 $7.7M
First National Bank of Hutchinson 4.04% Reduce -2.3% 117,140 $7.6M
Arrowroot Family Office, LLC 3.05% Add +5.4% 117,112 $7.6M
Busey Bank 0.21% Add +9.6% 117,085 $7.6M
Capital Investment Advisory Services, LLC 0.61% Reduce -4.0% 116,825 $7.6M
Nwam LLC 0.41% Reduce -2.5% 116,330 $7.6M
Ullmann Wealth Partners Group, LLC 0.83% Reduce -2.3% 116,176 $7.6M
Sage Financial Management Group, Inc. 2.42% Add +47.4% 116,150 $7.6M
Watchman Group, Inc. 1.83% Reduce -1.8% 116,000 $7.6M
Birch Hill Investment Advisors LLC 0.32% Reduce -0.8% 115,821 $7.6M
Mayflower Financial Advisors, LLC 0.95% Reduce -4.0% 115,684 $7.5M
Boltwood Capital Management 2.01% Reduce -0.4% 115,520 $7.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.4% 115,355 $7.5M
Pinnacle Bancorp, Inc. 2.22% Reduce -4.5% 115,289 $7.5M
World Investment Advisors 0.15% Add +6.3% 114,932 $7.5M
Transcendent Capital Group LLC 3.34% Add +7.7% 114,437 $7.5M
Prospera Financial Services Inc 0.13% Reduce -0.3% 113,938 $7.4M
Crestmont Private Wealth LLC 2.45% Add +1.0% 113,402 $7.4M
Fiduciary Group, LLC 0.65% Reduce -0.8% 113,395 $7.4M
Parisi Gray Wealth Management 1.92% Add +0.2% 113,072 $7.4M
Meridian Financial Advisors, LLC 4.15% Reduce -4.3% 112,923 $7.4M
Exencial Wealth Advisors, LLC 0.24% Reduce -3.3% 112,628 $7.4M
Bank of Hawaii 0.37% No change 112,425 $7.3M
JPL Wealth Management, LLC 1.74% Reduce -1.3% 112,327 $7.3M
III Capital Management 1.88% New 112,000 $7.3M
Park Place Capital Corp 1.54% Add +9.4% 111,973 $7.3M
Barclays PLC 0.00% Reduce -79.3% 111,932 $7.3M
Quad-Cities Investment Group, LLC 3.11% Add +0.1% 111,907 $7.3M
Baker Tilly Wealth Management, LLC 1.64% Reduce -1.4% 111,551 $7.3M
National Bank of Canada 0.01% Reduce -12.2% 111,390 $7.3M
Alpha Financial Partners LLC 4.71% Add +2.6% 111,008 $7.2M
Legacy Trust 1.42% Add +1.3% 110,390 $7.2M
Dentgroup LLC 4.65% Reduce -36.4% 110,163 $7.2M
Madrid Financial Services 4.48% Reduce -8.6% 109,759 $7.2M
Pettinga Financial Advisors LLC 1.40% Add +0.2% 109,715 $7.2M
Aptus Capital Advisors, LLC 0.07% Reduce -2.9% 109,528 $7.1M
Birchbrook, Inc. 3.70% Add +2.5% 109,476 $7.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Reduce -6.9% 109,471 $7.1M
EPG Wealth Management LLC 1.95% Add +1.5% 108,688 $7.1M
Greenwood Capital Associates LLC 0.82% Reduce -14.1% 108,558 $7.1M
Topel & Distasi Wealth Management, LLC 3.49% Reduce -1.6% 108,229 $7.1M
Mission Creek Capital Partners, Inc. 1.39% Add +29.4% 107,987 $7.0M
TCTC Holdings, LLC 0.21% Add +6.8% 107,709 $7.0M
Financial Council, LLC 3.11% Add +0.1% 107,415 $7.0M
Donaldson Capital Management, LLC 0.22% Add +5.4% 107,361 $7.0M
Sheets Smith Wealth Management 0.79% Add +0.0% 107,258 $7.0M
Vantage Financial Partners, LLC 1.47% Reduce -2.3% 106,813 $7.0M
Afg Fiduciary Services Limited Partnership 4.03% Reduce -0.3% 105,996 $6.9M
Global Wealth Management, LLC 3.63% Reduce -0.2% 105,958 $6.9M
American National Bank & Trust 0.68% Reduce -1.4% 105,802 $6.9M
Silvercrest Asset Management Group LLC 0.05% Add +61.7% 105,556 $6.9M
Fortitude Family Office, LLC 1.86% Reduce -2.5% 105,531 $6.9M
Dorsey & Whitney Trust CO LLC 0.36% Reduce -2.2% 105,056 $6.9M
Creative Financial Designs Inc. 0.46% Add +1.8% 104,860 $6.8M
Rehmann Capital Advisory Group 0.37% New 104,629 $6.8M
Evergreen Capital Management LLC 0.16% Add +7.3% 104,679 $6.8M
Enclave Advisors LLC 1.04% Reduce -17.2% 104,292 $6.8M
Alliance Wealth Management Group 1.51% Add +28.1% 104,196 $6.8M
City Holding Co. 0.85% Reduce -2.0% 103,776 $6.8M
Boyd Wealth Management, LLC 2.91% Reduce -53.5% 103,551 $6.8M
SOL Capital Management CO 0.61% Reduce -9.0% 103,546 $6.8M
Peapack Gladstone Financial Corp. 0.09% Reduce -11.4% 102,999 $6.7M
AlphaCore Capital LLC 0.23% Add +2.3% 102,750 $6.7M
American Century Companies Inc. 0.00% Add +27.9% 102,600 $6.7M
Lynx Investment Advisory 3.96% Reduce -0.5% 101,383 $6.6M
Stephenson & Company, Inc. 3.79% Add +2.2% 101,141 $6.6M
Cascade Wealth Advisors, Inc 3.25% Reduce -32.6% 100,935 $6.6M
RiverFront Investment Group, LLC 0.12% Add +18.2% 100,780 $6.6M
Florida Trust Wealth Management Co 0.18% Add +121.2% 99,462 $6.5M
Centennial Bank 2.55% Reduce -0.1% 99,241 $6.5M
Cottage Street Advisors LLC 2.75% Reduce -0.2% 99,035 $6.5M
Beirne Wealth Consulting Services, LLC 1.55% Add +0.7% 98,902 $6.5M
Goldstein Advisors, LLC 0.78% Reduce -2.0% 98,911 $6.5M
Wedmont Private Capital 0.24% Reduce -2.5% 98,309 $6.4M
Friedenthal Financial 3.30% Add +7.6% 97,922 $6.4M
Atlas Legacy Advisors, LLC 1.23% Add +0.3% 97,905 $6.4M
Essex Financial Services, Inc. 0.38% Reduce -1.9% 97,817 $6.4M
Ieq Capital, LLC 0.02% Add +7.2% 97,740 $6.4M
Bright Financial Advisors, Inc. 3.12% Add +1.4% 97,653 $6.4M
Twin Focus Capital Partners, LLC 0.81% Reduce -0.6% 97,602 $6.4M
Private Trust Co. NA 0.56% Add +21.0% 97,283 $6.3M
American National Bank of Texas 5.95% — 96,931 $6.3M
Brass Tax Wealth Management, Inc. 1.05% Reduce -6.7% 96,813 $6.3M
Bigelow Investment Advisors, LLC 2.55% Reduce -3.9% 96,790 $6.3M
ADG Wealth Management Group, LLC 5.01% Add +1.6% 96,686 $6.3M
FRG Family Wealth Advisors LLC 1.01% Reduce -0.4% 96,107 $6.3M
Federation des caisses Desjardins du Quebec 0.02% Reduce -16.5% 95,921 $6.3M
Pitcairn Co. 0.49% Reduce -11.5% 95,840 $6.3M
Sound Stewardship, LLC 2.99% Add +4.0% 95,591 $6.2M
Renaissance Technologies 0.01% New 95,100 $6.2M
South Plains Financial, Inc. 3.87% Add +7.9% 95,064 $6.2M
Cary Street Partners Financial LLC 0.16% Reduce -0.7% 94,601 $6.2M
Old Mission Investment Co LLC 1.50% Add +5.8% 94,445 $6.2M
Armor Investment Advisors, LLC 1.95% Reduce -58.0% 94,355 $6.2M
Rathbones Group PLC 0.03% Reduce -3.4% 94,195 $6.1M
Bellwether Advisors, LLC 1.01% Reduce -0.4% 93,902 $6.1M
BayBridge Capital Group, LLC 3.89% Reduce -8.4% 93,420 $6.1M
North Berkeley Wealth Management, LLC 4.80% Add +254.4% 93,234 $6.1M
Well Done, LLC 1.03% Add +114.3% 93,112 $6.1M
Quattro Financial Advisors LLC 1.92% Reduce -3.4% 92,821 $6.1M
PFG Advisors 0.25% New 92,623 $6.0M
Parr McKnight Wealth Management Group, LLC 0.79% Add +17.3% 91,754 $6.0M
Hengehold Capital Management LLC 0.51% Add +3.1% 91,589 $6.0M
Fca Corp. 1.66% Add +0.1% 91,455 $6.0M
Hicks Capital Management LLC 9.75% Reduce -0.9% 91,340 $6.0M
John Boyer, Inc. 5.94% — 91,289 $6.0M
Curat Global, LLC 5.59% Add +2.7% 91,284 $6.0M
Landmark Wealth Management, LLC 2.36% Reduce -1.1% 90,886 $5.9M
Sandy Cove Advisors, LLC 1.89% Reduce -0.8% 90,765 $5.9M
Money Concepts Capital Corp. 0.36% Add +5.6% 90,684 $5.9M
Coign Capital Advisors LLC 3.24% Add +2.0% 90,116 $5.9M
Avior Wealth Management, LLC 0.19% Reduce -2.9% 89,765 $5.9M
Kaydan Wealth Management, Inc. 1.67% Add +9.4% 89,759 $5.9M
Founders Grove Wealth Partners, LLC 1.37% Add +2.3% 89,523 $5.8M
Syon Capital LLC 0.31% Reduce -9.8% 89,262 $5.8M
Brighton Jones LLC 0.14% Reduce -2.2% 88,791 $5.8M
Investment Advisory Group, LLC 1.57% Add +13.3% 88,690 $5.8M
GreatBanc Trust CO 3.95% — 88,437 $5.8M
Fifth Third Securities, Inc. 0.39% Add +5.7% 87,987 $5.7M
Cornerstone Wealth Management, LLC 0.32% Add +1.0% 87,981 $5.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -10.6% 87,711 $5.7M
InvesTrust 2.10% Reduce -0.0% 87,680 $5.7M
Diversify Advisory Services, LLC 0.19% Reduce -2.7% 87,953 $5.7M
Delta Wealth Advisors LLC 4.47% Add +2.5% 87,438 $5.7M
Greenfield Savings Bank 2.40% Add +0.8% 87,026 $5.7M
Russell Investments Group, Ltd. 0.01% Add +58.6% 86,515 $5.6M
Beese Fulmer Investment Management, Inc. 0.39% Add +1.1% 86,413 $5.6M
Provenance Wealth Advisors, LLC 0.73% Reduce -0.1% 86,336 $5.6M
Neuberger Berman Group LLC 0.00% Reduce -1.0% 86,084 $5.6M
Muirfield Wealth Advisors LLC 4.16% Add +1.2% 85,868 $5.6M
Zacks Investment Management 0.04% Reduce -32.4% 85,812 $5.6M
Grey Ledge Advisors, LLC 1.27% Add +3.2% 85,737 $5.6M
Jacobi Capital Management LLC 0.34% Reduce -1.5% 85,696 $5.6M
Souders Financial Advisors 0.66% Add +4.7% 85,514 $5.6M
Great Diamond Partners, LLC 1.08% Add +4.3% 85,276 $5.6M
Hilltop Partners LLC 1.66% Reduce -0.6% 85,195 $5.6M
Armbruster Capital Management, Inc. 0.95% Add +0.3% 85,154 $5.6M
Councilor Wealth, LLC 2.57% Reduce -6.0% 84,860 $5.5M
Venture Visionary Partners LLC 0.19% Add +2.2% 84,262 $5.5M
CENTRAL TRUST Co 0.11% Add +1.0% 83,741 $5.5M
RoundAngle Advisors LLC 4.22% Reduce -1.8% 83,599 $5.5M
Bradley Foster & Sargent Inc. 0.08% Reduce -0.6% 83,409 $5.4M
Slagle Financial, LLC 1.97% Reduce -0.7% 82,234 $5.4M
Hilltop National Bank 1.32% Add +1.6% 82,144 $5.4M
Midwest Professional Planners, LTD. 1.30% Add +1.4% 81,802 $5.3M
FC Advisory LLC 1.56% Reduce -0.5% 81,497 $5.3M
Accurate Wealth Management, LLC 0.71% Reduce -4.3% 81,542 $5.3M
Hilltop Holdings Inc. 0.28% Add +1.2% 81,252 $5.3M
Colonial Trust Co / SC 0.71% Add +0.6% 81,150 $5.3M
First Merchants Corp. 0.20% Reduce -2.3% 80,777 $5.3M
Blueprint Investment Partners LLC 0.74% Add +12.1% 80,712 $5.3M
Castle Wealth Management LLC 1.78% Add +1.5% 80,702 $5.3M
Abundance Wealth Counselors 0.90% Reduce -14.4% 80,546 $5.3M
SG Americas Securities, LLC 0.02% Reduce -41.8% 80,403 $5.2M
One Day In July LLC 0.44% Reduce -10.1% 80,074 $5.2M
Merkkuri Wealth Advisors LLC 3.77% Add +0.3% 79,530 $5.2M
Middleton & Co. Inc. 0.56% Reduce -3.5% 79,265 $5.2M
LVZ, Inc. 0.59% Reduce -92.8% 79,019 $5.2M
Bricktown Capital, LLC 0.85% No change 78,970 $5.2M
United Bank 1.78% Add +3.5% 78,642 $5.1M
Perritt Capital Management Inc 2.43% Add +1.3% 78,626 $5.1M
J. Safra Sarasin Holding AG 0.08% No change 78,160 $5.1M
Cranbrook Wealth Management, LLC 1.02% Reduce -5.9% 77,785 $5.1M
Sonata Capital Group Inc. 1.87% Reduce -0.1% 77,457 $5.1M
Transcend Capital Advisors, LLC 0.36% Reduce -1.6% 77,181 $5.0M
MSH Capital Advisors LLC 1.35% Reduce -0.4% 77,102 $5.0M
B. Riley Wealth Advisors, Inc. 0.24% Reduce -7.1% 76,429 $5.0M
Gryphon Financial Partners LLC 0.57% Add +1.5% 76,392 $5.0M
Vestor Capital, LLC 0.32% Add +5829.3% 76,013 $5.0M
Flywheel Private Wealth LLC 3.87% Reduce -1.2% 75,944 $5.0M
BSW Wealth Partners 0.62% Reduce -1.6% 75,674 $4.9M
Brookstone Capital Management 0.06% Reduce -2.2% 75,591 $4.9M
Palisade Asset Management, LLC 0.46% Add +4.9% 75,484 $4.9M
Nepc LLC 0.13% Add +0.3% 75,182 $4.9M
Pension & Wealth Management Advisors, Inc. 1.54% Reduce -0.9% 74,832 $4.9M
Vertex Planning Partners, LLC 0.93% Add +5.1% 74,670 $4.9M
Trivium Point Advisory, LLC 0.50% Add +6.3% 74,492 $4.9M
First National Bank of Omaha 0.31% Reduce -2.0% 74,047 $4.8M
Blueprint Financial Advisors LLC 1.04% Add +0.1% 73,834 $4.8M
Allegheny Financial Group 0.90% Add +4.8% 73,789 $4.8M
Trust Co. of Oklahoma 1.42% Reduce -3.4% 73,673 $4.8M
Aprio Wealth Management, LLC 0.48% Add +4.3% 73,666 $4.8M
Gries Financial LLC 0.76% Reduce -0.1% 73,565 $4.8M
United Community Bank 1.49% Add +12.5% 73,515 $4.8M
Capital Advisory Group Advisory Services, LLC 1.48% Reduce -5.1% 72,882 $4.8M
Pacific Financial Group Inc. 3.51% Add +2.1% 72,617 $4.7M
Kingswood Wealth Advisors, LLC 0.29% Add +24.8% 72,590 $4.7M
Fortress Financial Solutions, LLC 5.14% Add +9.9% 72,310 $4.7M
Legacy Private Trust Co. 0.28% Reduce -4.8% 72,142 $4.7M
CRA Financial Services, LLC 0.64% Reduce -1.1% 71,553 $4.7M
Capital Advisors Inc. 0.08% Reduce -0.8% 71,520 $4.7M
Mather Group, Llc. 0.05% Add +0.3% 71,423 $4.7M
Sterling Financial Planning, Inc. 1.46% Reduce -0.5% 71,142 $4.6M
CreativeOne Wealth, LLC 0.11% Reduce -9.7% 70,736 $4.6M
AA Financial Advisors, LLC 0.91% Add +5.0% 70,724 $4.6M
Forum Private Client Group LLC 1.64% Reduce -7.3% 70,551 $4.6M
StoneX Group Inc. 0.20% Reduce -6.0% 70,281 $4.6M
Next Capital Management LLC 1.53% Add +6.9% 70,191 $4.6M
Blake Schutter Theil Wealth Advisors, LLC 4.52% Reduce -0.6% 70,050 $4.6M
Jaffetilchin Investment Partners, LLC 0.27% Add +0.8% 69,846 $4.6M
HTG Investment Advisors, Inc. 1.53% Add +0.5% 69,741 $4.6M
Convergence Financial, LLC 0.68% Reduce -3.3% 69,554 $4.5M
Rossby Financial, LCC 1.51% Reduce -0.1% 69,237 $4.5M
USAdvisors Wealth Management, LLC 1.55% Reduce -7.4% 68,962 $4.5M
Summit Wealth Partners, LLC 0.81% Add +0.3% 68,921 $4.5M
CVA Family Office, LLC 0.58% Reduce -2.4% 68,637 $4.5M
Greenland Capital Management LP 0.72% Reduce -71.7% 68,181 $4.4M
Novem Group 0.53% Reduce -1.1% 67,963 $4.4M
Wrapmanager Inc. 1.36% Reduce -31.5% 67,800 $4.4M
Parsons Capital Management Inc. 0.25% Reduce -11.3% 67,462 $4.4M
Moller Wealth Partners 0.91% No change 67,205 $4.4M
LBMC Investment Advisors, LLC 0.28% Reduce -10.1% 66,990 $4.4M
Greykasell Wealth Strategies, Inc. 1.84% Reduce -0.7% 66,837 $4.4M
Forza Wealth Management, LLC 1.67% Reduce -0.8% 66,642 $4.3M
Cozad Asset Management Inc. 0.34% Add +0.7% 66,422 $4.3M
Savvy Advisors, Inc. 0.20% Add +37.6% 66,372 $4.3M
Newman Dignan & Sheerar, Inc. 0.93% Reduce -1.7% 66,126 $4.3M
River Wealth Advisors LLC 0.50% Reduce -1.3% 66,032 $4.3M
STAR Financial Bank 2.52% Reduce -14.9% 65,396 $4.3M
Alerus Financial NA 0.22% Add +428.4% 65,321 $4.3M
LifeSteps Financial, Inc. 2.73% Reduce -1.8% 65,245 $4.3M
Welch & Forbes LLC 0.05% Reduce -2.0% 65,162 $4.3M
Central Bank & Trust Co. 0.67% Reduce -0.7% 64,911 $4.2M
Element Wealth, LLC 1.85% Add +4.6% 64,902 $4.2M
RDA Financial Network 1.04% Reduce -6.2% 64,857 $4.2M
Laird Norton Wetherby Trust Company, LLC 0.73% No change 64,825 $4.2M
Harbor Investment Advisory, LLC 0.35% Reduce -1.8% 64,822 $4.2M
Breakwater Capital Group 0.62% Reduce -4.0% 64,721 $4.2M
Syntax Research, Inc. 2.70% Add +0.6% 64,462 $4.2M
Cambiar Investors LLC 0.19% Add +7.8% 64,092 $4.2M
Silvia McColl Wealth Management, LLC 2.83% Reduce -1.1% 64,042 $4.2M
Lanark Financial, Inc. 0.32% Add +7.3% 63,947 $4.2M
MidAtlantic Capital Management, Inc. 2.85% No change 63,895 $4.2M
NBT Bank, N.A. 0.27% Reduce -1.1% 63,036 $4.2M
Birchcreek Wealth Management, LLC 2.15% Add +9.6% 63,712 $4.2M
ETF Store, Inc. 4.38% Add +0.2% 63,303 $4.1M
Wellspring Financial Advisors, LLC 0.38% Reduce -0.5% 1,287,699 $4.1M
Kickstand Ventures, Llc. 0.91% Add +0.6% 63,198 $4.1M
Grey Fox Wealth Advisors, LLC 0.84% Reduce -1.3% 63,124 $4.1M
GenTrust, LLC 0.19% Reduce -13.4% 63,098 $4.1M
Founders Financial Securities LLC 0.28% Reduce -17.3% 63,097 $4.1M
Alhambra Investment Management LLC 1.95% Reduce -1.3% 63,070 $4.1M
Strategic Blueprint, LLC 0.18% Add +17.5% 62,921 $4.1M
Stephens Inc. 0.05% Reduce -4.9% 62,887 $4.1M
ProVise Management Group, LLC 0.30% Reduce -1.5% 62,676 $4.1M
Kera Capital Partners, Inc. 0.61% Reduce -3.3% 62,483 $4.1M
Garden State Investment Advisory Services LLC 1.03% Add +1.4% 62,309 $4.1M
Verdence Capital Advisors LLC 0.23% Add +79.8% 61,223 $4.1M
Inman Jager Wealth Management, LLC 2.58% Reduce -3.6% 62,004 $4.0M
Variant Private Wealth, LLC 3.72% Reduce -1.7% 61,640 $4.0M
Verus Financial Partners, Inc. 0.39% Reduce -1.9% 61,348 $4.0M
Willis Johnson & Associates, Inc. 0.25% Reduce -5.4% 61,336 $4.0M
Rebalance, LLC 0.24% Reduce -20.6% 60,546 $4.0M
Dakota Wealth Management 0.08% Reduce -3.1% 60,463 $3.9M
Everpar Advisors LLC 1.56% Add +15.9% 60,428 $3.9M
Horizon Investments, LLC 0.05% Add +2.1% 60,108 $3.9M
Nilsine Partners, LLC 0.35% Add +0.5% 59,693 $3.9M
GAMCO Investors 0.04% Add +1.3% 59,459 $3.9M
Greystone Financial Group, LLC 0.60% Reduce -9.0% 59,333 $3.9M
Aspiriant, LLC 0.12% Reduce -11.2% 58,825 $3.8M
Capital Group Private Client Services, Inc. 0.06% Reduce -0.1% 58,746 $3.8M
SVB Wealth LLC 0.21% Reduce -7.8% 58,617 $3.8M
IFC Advisors LLC 0.70% No change 58,607 $3.8M
Joel Isaacson & Co., LLC 0.14% Reduce -0.3% 58,510 $3.8M
McGlone Suttner Wealth Management, Inc. 0.53% Reduce -1.7% 58,193 $3.8M
Benjamin Edwards Inc. 0.04% Add +22.9% 57,716 $3.8M
Alliance Wealth Advisors, LLC 1.88% Reduce -16.2% 57,668 $3.8M
HighMark Wealth Management LLC 1.65% Reduce -0.7% 57,601 $3.8M
Benchmark Financial Wealth Advisors, LLC 1.12% Reduce -0.1% 57,252 $3.7M
Astra Wealth Partners LLC 2.60% Add +2.1% 57,242 $3.7M
360 Financial, Inc. 1.20% Reduce -1.4% 57,113 $3.7M
Wealth Alliance, LLC 0.38% Reduce -2.0% 57,013 $3.7M
Headinvest, LLC 0.76% Reduce -0.2% 56,447 $3.7M
KPP Advisory Services LLC 0.55% Reduce -1.8% 56,396 $3.7M
Seeds Investor LLC 0.78% Add +35.1% 56,331 $3.7M
Intrua Financial, LLC 0.43% Add +1.1% 56,300 $3.7M
Ashton Thomas Securities, LLC 0.51% New 56,216 $3.7M
SigFig Wealth Management, LLC 0.11% Reduce -0.7% 56,254 $3.7M
Agf Management Ltd. 0.02% No change 56,130 $3.7M
Heritage Investors Management Corp. 0.11% Reduce -21.3% 55,832 $3.6M
Fulton Bank, N.A. 0.13% Reduce -2.3% 55,754 $3.6M
Counterweight Ventures, LLC 2.13% Reduce -0.1% 55,685 $3.6M
Flagstar Securities, Inc. 1.11% Reduce -27.5% 55,430 $3.6M
McCarter Private Wealth Services LLC 1.84% Add +23.6% 55,137 $3.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -50.6% 54,995 $3.6M
Financial Strategies Group, Inc. 0.68% Reduce -1.4% 55,299 $3.6M
HM Payson & Co. 0.05% Reduce -0.5% 54,725 $3.6M
Joel Adams & Associates, Inc. 2.86% Reduce -2.0% 54,330 $3.5M
High Net Worth Advisory Group LLC 0.85% Reduce -4.4% 54,209 $3.5M
Prosperity Consulting Group, LLC 0.17% Add +258.6% 54,121 $3.5M
Cornerstone Advisors Asset Management, LLC 0.62% Add +3.9% 53,987 $3.5M
Boston Family Office LLC 0.22% Add +0.5% 53,960 $3.5M
Ausdal Financial Partners, Inc. 0.17% Add +31.8% 53,799 $3.5M
TRUE Private Wealth Advisors 0.36% Reduce -4.0% 53,650 $3.5M
SeaBridge Investment Advisors LLC 0.57% Add +22.5% 53,549 $3.5M
LOM Asset Management Ltd 1.07% Add +11.1% 53,531 $3.5M
Bowman & Co S.C. 1.48% Add +0.5% 53,431 $3.5M
Embree Financial Group 0.47% Reduce -8.6% 53,147 $3.5M
Betterment LLC 0.01% Add +9.4% 52,886 $3.5M
Balanced Wealth Group LLC 1.51% Add +0.1% 54,823 $3.4M
Deane Retirement Strategies, Inc. 1.46% New 52,121 $3.4M
ForthRight Wealth Management, LLC 0.98% Reduce -0.1% 51,873 $3.4M
Perennial Investment Advisors, LLC 0.28% Reduce -1.3% 51,826 $3.4M
Sowell Financial Services LLC 0.13% Reduce -3.7% 51,778 $3.4M
Bank of New Hampshire 0.77% Add +4.6% 51,398 $3.4M
Farmers Trust Co. 0.58% Reduce -1.1% 51,354 $3.4M
Deutsche Bank AG 0.00% Add +3.4% 51,334 $3.4M
Insight Advisors, LLC/ PA 0.51% Add +0.1% 51,198 $3.3M
Boston Research & Management Inc. 0.73% Add +1.6% 51,051 $3.3M
SOA Wealth Advisors, LLC. 0.54% Reduce -12.1% 50,950 $3.3M
Providence Capital Advisors, LLC 0.57% Add +5.8% 50,825 $3.3M
C2C Wealth Management, LLC 2.85% Reduce -0.2% 50,814 $3.3M
Ames National Corp. 1.95% Add +7.3% 50,410 $3.3M
Quadcap Wealth Management, LLC 0.39% Reduce -1.6% 50,191 $3.3M
Symphony Financial, Ltd. Co. 0.40% Add +1.8% 49,671 $3.2M
Crumly & Associates Inc. 0.71% Reduce -1.9% 49,774 $3.2M
Center for Financial Planning, Inc. 0.35% Reduce -1.6% 49,547 $3.2M
Carnegie Investment Counsel 0.06% Reduce -5.2% 49,506 $3.2M
AE Wealth Management LLC 0.02% Add +6.7% 49,142 $3.2M
Nordwand Advisors, LLC 0.51% Reduce -8.9% 48,972 $3.2M
CoreFirst Bank & Trust 1.72% Add +2.7% 48,740 $3.2M
Private Capital Management, LLC 0.29% Add +11.1% 48,655 $3.2M
Claro Advisors Inc. 0.46% Reduce -6.2% 48,496 $3.2M
General Partner, Inc. 1.74% No change 48,296 $3.2M
Caprock Group, LLC 0.08% — 48,366 $3.2M
EverSource Wealth Advisors, LLC 0.12% Add +31.3% 48,143 $3.1M
RFG Advisory, LLC 0.06% Add +26.0% 48,078 $3.1M
Oakworth Capital, Inc. 0.18% Add +0.0% 47,968 $3.1M
Richard W. Paul & Associates, LLC 1.07% Add +1.7% 47,960 $3.1M
Bryn Mawr Trust Advisors, LLC 0.15% Reduce -2.5% 47,771 $3.1M
Premier Path Wealth Partners, LLC 0.40% Add +6.8% 47,135 $3.1M
Freestone Capital Holdings, LLC 0.09% Add +215.2% 47,124 $3.1M
Moloney Securities Asset Management, LLC 0.37% Reduce -20.4% 47,094 $3.1M
Clay Northam Wealth Management, LLC 1.75% Add +9.1% 47,060 $3.1M
Artemis Wealth Advisors, LLC 0.46% Add +50.3% 46,740 $3.1M
Coppell Advisory Solutions LLC 0.32% Add +8.4% 46,750 $3.0M
Townsend Asset Management Corp. /NC/ 1.08% Reduce -1.3% 46,677 $3.0M
Wetzel Investment Advisors, Inc. 1.30% Reduce -5.4% 46,530 $3.0M
Aua Capital Management, LLC 1.68% No change 45,985 $3.0M
National Wealth Management Group, LLC 1.13% Add +21.5% 45,838 $3.0M
Sachetta, LLC 1.11% Reduce -3.4% 45,711 $3.0M
Hirtle & Co., LLC 0.12% Reduce -3.5% 45,683 $3.0M
Steigerwald, Gordon & Koch Inc. 0.29% Reduce -0.3% 45,371 $3.0M
Ensign Peak Advisors, Inc 0.00% No change 45,369 $3.0M
Wedbush Securities Inc. 0.10% Add +3.4% 45,214 $3.0M
New England Private Wealth Advisors LLC 0.39% Add +0.0% 45,045 $2.9M
Golden State Wealth Management, LLC 0.32% Reduce -3.8% 44,753 $2.9M
Cushing Capital Partners, LLC 2.28% Add +11.1% 44,599 $2.9M
Securian Asset Management, Inc. 0.08% No change 44,510 $2.9M
Cadence Bank 0.18% Reduce -2.3% 44,338 $2.9M
Northstar Advisory Group, LLC 1.18% Add +980.7% 44,308 $2.9M
SWP Financial LLC 1.47% Reduce -0.3% 44,165 $2.9M
Delta Financial Advisors LLC 0.81% Reduce -3.0% 43,970 $2.9M
Capital Squared Financial LLC 2.49% Add +10.7% 43,928 $2.9M
Oxford Financial Group, LTD. LLC 0.16% Add +16.6% 43,902 $2.9M
NorthRock Partners, LLC 0.05% Add +20.2% 43,665 $2.8M
Ballew Advisors, Inc 1.59% Add +1.7% 43,771 $2.8M
Missouri Trust & Investment Co 0.84% No change 43,640 $2.8M
Advus Financial Partners, LLC 0.68% Reduce -0.4% 43,519 $2.8M
Keel Point, LLC 0.17% Reduce -19.3% 43,427 $2.8M
Vista Investment Management 0.98% Reduce -0.3% 43,031 $2.8M
Arbor Trust Wealth Advisors, LLC 1.26% Reduce -7.1% 42,888 $2.8M
Axis Wealth Partners, LLC 1.64% Reduce -18.6% 42,857 $2.8M
Geneos Wealth Management Inc. 0.07% Reduce -12.5% 42,647 $2.8M
Okabena Investment Services Inc. 0.54% Add +296.6% 42,621 $2.8M
Operose Advisors LLC 0.69% Add +3.3% 42,551 $2.8M
Koshinski Asset Management, Inc. 0.20% Add +1.3% 42,510 $2.8M
Amara Financial, Llc. 2.04% Add +5.5% 42,490 $2.8M
Ellevest, Inc. 0.39% Add +1.5% 42,346 $2.8M
Taylor Financial Group, Inc. 1.59% Add +5.8% 42,256 $2.8M
Willow Creek Wealth Management Inc. 0.23% Add +0.0% 42,223 $2.8M
Evoke Wealth, LLC 0.06% Add +30.5% 42,047 $2.7M
Novak & Powell Financial Services, Inc. 1.44% Add +43.1% 42,023 $2.7M
GW Henssler & Associates Ltd. 0.14% Reduce -0.6% 41,956 $2.7M
Summit Investment Advisory Services, LLC 1.08% Reduce -0.9% 41,697 $2.7M
Brown Miller Wealth Management, LLC 0.77% Add +4.6% 41,653 $2.7M
FLC Capital Advisors 0.53% Add +1.0% 41,620 $2.7M
UNIVEST FINANCIAL Corp 0.15% Reduce -10.3% 41,619 $2.7M
Pitti Group Wealth Management, LLC 2.30% Add +3.0% 41,417 $2.7M
Diversified Portfolios, Inc. 0.24% Add +1.3% 41,368 $2.7M
GEM Asset Management, LLC 1.28% Add +1.0% 41,394 $2.7M
Rik Saylor Financial, Inc. 1.97% Reduce -0.2% 41,277 $2.7M
Wealth Group Ltd 0.62% Reduce -6.0% 41,273 $2.7M
Petros Family Wealth, LLC 2.25% Add +0.9% 41,249 $2.7M
Colony Family Offices, LLC 0.69% Reduce -49.9% 40,977 $2.7M
Stelac Advisory Services LLC 0.92% Add +0.9% 40,737 $2.7M
Brightwater Advisory LLC 1.82% Add +1.7% 40,545 $2.6M
Covenant Partners, LLC 0.75% Add +26.4% 40,468 $2.6M
Silver Oak Securities, Incorporated 0.20% Add +0.5% 40,453 $2.6M
NorthLanding Financial Partners, LLC 2.20% Reduce -4.4% 40,393 $2.6M
Patten Group, Inc. 0.51% Reduce -9.3% 40,368 $2.6M
KCM Investment Advisors LLC 0.09% Add +0.7% 40,219 $2.6M
FSC Wealth Advisors, LLC 1.51% Add +17.7% 40,044 $2.6M
WCG Wealth Advisors LLC 0.16% Reduce -0.6% 39,905 $2.6M
XML Financial, LLC 0.21% Reduce -2.4% 39,538 $2.6M
Heritage Wealth Management, Inc./Texas 1.14% Reduce -3.6% 39,458 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -17.9% 39,381 $2.6M
Palisade Capital Management, LP 0.08% Reduce -0.2% 39,295 $2.6M
Ascent Wealth Partners, LLC 0.30% Add +2.4% 39,246 $2.6M
Capital Advisors, Ltd. LLC 0.29% Reduce -0.1% 39,148 $2.6M
Consolidated Portfolio Review Corp 0.32% Reduce -14.5% 38,950 $2.5M
Camden National Bank 0.36% Reduce -1.6% 38,953 $2.5M
Parkside Financial Bank & Trust 0.20% Add +7.8% 38,776 $2.5M
Washburn Capital Management, Inc. 1.41% New 38,690 $2.5M
WorthPointe, LLC 0.95% Add +1.5% 38,645 $2.5M
Fairman Group, LLC 2.02% Reduce -13.2% 38,391 $2.5M
Macroview Investment Management LLC 1.88% Reduce -0.9% 38,338 $2.5M
Apexium Financial, LP 0.12% Reduce -8.1% 38,287 $2.5M
Prudential Financial Inc. 0.00% Reduce -10.5% 38,200 $2.5M
Gilbert & Cook, Inc. 0.32% Add +0.1% 38,047 $2.5M
Canandaigua National Bank & Trust Co. 0.22% Reduce -0.1% 38,035 $2.5M
Lyell Wealth Management, LP 0.18% Reduce -6.0% 37,660 $2.5M
SouthState Bank Corp 0.11% Reduce -37.5% 37,429 $2.4M
GeoWealth Management, LLC 0.09% Add +474.6% 37,331 $2.4M
MY Wealth Management Inc. 2.13% Reduce -2.0% 37,267 $2.4M
Opinicus Capital, Inc. 1.67% Reduce -1.3% 37,031 $2.4M
Factorial Partners, LLC 1.66% New 37,000 $2.4M
Lakeshore Financial Planning, Inc. 0.90% Reduce -0.7% 36,984 $2.4M
FAS Wealth Partners, Inc. 0.16% Add +1.6% 36,862 $2.4M
TFB Advisors LLC 0.70% Add +16.7% 36,901 $2.4M
Assetmark, Inc. 0.01% Add +13.5% 36,771 $2.4M
Forefront Wealth Partners, LLC 0.60% Add +19.7% 36,644 $2.4M
Towerpoint Wealth, LLC 0.98% Reduce -2.9% 36,570 $2.4M
Astoria Strategic Wealth, Inc. 0.60% Reduce -0.5% 36,569 $2.4M
Fisher Asset Management 0.00% Add +83.3% 36,467 $2.4M
Bensler, LLC 0.25% Reduce -2.6% 36,385 $2.4M
Mullaney, Keating & Wright, Inc. 1.31% Add +2.1% 36,185 $2.4M
ERn Financial, LLC 0.46% Reduce -9.3% 36,067 $2.4M
Rockwood Wealth Management, LLC 0.19% Reduce -15.7% 35,900 $2.3M
Enzi Wealth 0.82% Reduce -0.5% 36,292 $2.3M
Gotham Asset Management 0.01% Add +1.4% 35,714 $2.3M
GAMMA Investing LLC 0.13% Add +8.6% 35,693 $2.3M
Broadview Financial Management, LLC 1.57% Reduce -0.1% 35,665 $2.3M
Clear Creek Financial Management, LLC 0.20% Add +112.5% 35,655 $2.3M
Sherman Asset Management, Inc. 2.01% No change 35,646 $2.3M
Antonelli Financial Advisors, LLC 1.58% Add +0.5% 35,578 $2.3M
Stock Yards Bank & Trust Co. 0.07% Add +1.5% 35,513 $2.3M
Coastal Bridge Advisors, LLC 0.18% Add +2.1% 35,496 $2.3M
QRG Capital Management, Inc. 0.03% Reduce -22.0% 35,389 $2.3M
Washington Trust Bank 0.17% No change 35,210 $2.3M
Fourth Dimension Wealth, LLC 0.88% Add +4.9% 35,192 $2.3M
GM Advisory Group, LLC 0.10% Add +2.1% 35,048 $2.3M
Inlight Wealth Management, LLC 1.06% Add +36.6% 34,747 $2.3M
Corsicana & Co. 1.27% — 34,574 $2.3M
Weinberger Asset Management, Inc 0.82% Reduce -11.5% 34,551 $2.3M
Tiemann Investment Advisors, LLC 0.86% Add +4.7% 34,497 $2.3M
Nikulski Financial, Inc. 0.57% Reduce -6.8% 34,477 $2.2M
Higgins & Schmidt Wealth Strategies LLC 1.14% Reduce -0.1% 34,475 $2.2M
Cosner Financial Group, LLC 1.21% Add +10.0% 34,384 $2.2M
KOM Wealth Management Group, LLC 1.69% Add +2.4% 34,347 $2.2M
Roger Wittlin Investment Advisory, LLC 1.24% Add +0.3% 34,282 $2.2M
Baker Avenue Asset Management, LP 0.05% Reduce -4.0% 34,041 $2.2M
Trinity Financial Advisors LLC 0.64% Reduce -3.7% 34,016 $2.2M
Bedel Financial Consulting, Inc. 0.28% Reduce -0.0% 34,002 $2.2M
Arcadia Investment Advisors LLC 1.08% Reduce -0.7% 33,995 $2.2M
TD Waterhouse Canada Inc. 0.01% Reduce -30.3% 33,310 $2.2M
Second Line Capital, LLC 0.46% Reduce -1.0% 33,925 $2.2M
Biltmore Family Office, LLC 0.31% Reduce -0.1% 33,839 $2.2M
Fort Point Capital Partners LLC 0.28% Reduce -18.4% 33,742 $2.2M
Continuum Advisory, LLC 0.23% Reduce -18.0% 33,619 $2.2M
Maple Capital Management, Inc. 0.14% Reduce -7.8% 33,577 $2.2M
HBK Sorce Advisory LLC 0.05% Reduce -23.2% 33,357 $2.2M
Tranquility Partners, LLC 0.73% Add +3.6% 33,218 $2.2M
Financial Management Professionals, Inc. 0.23% Add +16499.0% 33,198 $2.2M
WFA of San Diego, LLC 1.48% Add +0.7% 33,086 $2.2M
Brady Family Wealth, LLC 0.67% Reduce -13.6% 33,005 $2.2M
Fiducient Advisors LLC 0.25% Add +0.5% 32,988 $2.2M
Schmidt P J Investment Management Inc. 0.36% Add +1.2% 32,981 $2.2M
Oldfather Financial Services, LLC 0.67% Reduce -0.3% 32,826 $2.1M
Advyzon Investment Management, LLC 0.37% Add +159.3% 32,795 $2.1M
Exchange Bank 1.48% Add +0.9% 32,665 $2.1M
Philadelphia Trust Co. 0.15% No change 32,590 $2.1M
SpringVest Wealth Management LLC 1.56% Reduce -0.8% 32,582 $2.1M
Rialto Wealth Management, LLC 0.55% Reduce -24.2% 32,420 $2.1M
Revolve Wealth Partners, LLC 0.25% Reduce -0.2% 32,414 $2.1M
Kohmann Bosshard Financial Services, LLC 0.22% No change 32,340 $2.1M
CBIZ Investment Advisory Services, LLC 0.08% Reduce -0.3% 32,318 $2.1M
Clifford Swan Investment Counsel LLC 0.07% Reduce -14.1% 32,299 $2.1M
Gradient Investments LLC 0.04% Add +18.6% 32,219 $2.1M
Dale Q Rice Investment Management Ltd 1.48% Reduce -2.1% 32,266 $2.1M
St. Clair Advisors, LLC 0.56% Reduce -1.8% 32,159 $2.1M
First National Corp. /Ma/ 0.40% No change 32,033 $2.1M
Cordgrass Capital Advisors, LLC 0.52% Reduce -0.2% 32,117 $2.1M
Factor Wealth Management LTD 0.52% Add +9.9% 32,073 $2.1M
Connors Investor Services Inc. 0.18% Reduce -4.4% 32,069 $2.1M
BigSur Wealth Management LLC 0.51% Reduce -1.6% 31,750 $2.1M
Kathmere Capital Management, LLC 0.15% Add +1.9% 31,573 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.26% Reduce -59.7% 31,522 $2.1M
Pps&v Asset Management Consultants, Inc. 1.18% Add +5.0% 31,452 $2.1M
Sfm, LLC 1.19% Add +1.0% 31,413 $2.0M
LCNB Corp. 0.72% Reduce -7.4% 31,355 $2.0M
Sageworth Trust Co 0.09% Reduce -30.5% 31,211 $2.0M
Sunpointe, LLC 0.73% Add +6.6% 31,139 $2.0M
First Heartland Consultants, Inc. 0.16% Add +8.4% 31,076 $2.0M
Azimuth Capital Investment Management LLC 0.07% Reduce -6.0% 31,060 $2.0M
Matauro, LLC 0.32% Reduce -4.9% 31,021 $2.0M
Harbour Capital Advisors, LLC 0.41% Reduce -4.3% 30,975 $2.0M
Capital City Trust Co. 0.49% No change 30,915 $2.0M
Beacon Bank & Trust 0.43% No change 30,830 $2.0M
Sunbelt Securities, Inc. 0.14% Add +11.2% 30,812 $2.0M
Thoroughbred Financial Services, LLC 0.12% Add +9.9% 30,754 $2.0M
Independent Advisor Alliance 0.05% Add +7.6% 30,705 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -1.2% 30,700 $2.0M
Daymark Wealth Partners, LLC 0.07% Add +15.6% 30,619 $2.0M
Glass Jacobson Investment Advisors llc 0.72% Add +9.1% 30,602 $2.0M
Leo Wealth, LLC 0.26% Reduce -8.1% 30,487 $2.0M
Investment Advisory Services Inc. /TX 0.63% Reduce -5.2% 30,475 $2.0M
Glassman Wealth Services 0.28% Add +0.0% 30,371 $2.0M
Corundum Group, Inc. 0.81% Reduce -2.8% 30,295 $2.0M
Awm Capital, LLC 0.18% No change 29,976 $2.0M
Clear Investment Research, LLC 2.62% Reduce -32.4% 29,934 $2.0M
Smartleaf Asset Management LLC 0.12% Reduce -10.8% 29,934 $2.0M
Ignite Planners, LLC 0.32% Reduce -2.8% 29,748 $1.9M
Apex Wealth Management, LLC 1.38% Add +0.3% 29,682 $1.9M
Trust Point Inc. 0.16% Add +0.3% 29,664 $1.9M
Moneco Advisors, LLC 0.16% Add +0.3% 29,625 $1.9M
Financial Partners Group, Inc 0.24% Reduce -0.1% 29,601 $1.9M
Noble Wealth Management PBC 1.02% — 29,446 $1.9M
Darden Wealth Group Inc 1.00% Add +2.6% 29,390 $1.9M
Mechanics Bank Trust Department 0.27% Reduce -1.6% 29,355 $1.9M
Newport Capital Group, LLC 1.20% Add +0.0% 29,315 $1.9M
Landing Point Financial Group, LLC 0.99% Reduce -83.1% 29,170 $1.9M
Teachers Insurance & Annuity Association of America 2.27% No change 29,149 $1.9M
Amplius Wealth Advisors, LLC 0.16% Reduce -32.3% 29,043 $1.9M
Citizens Business Bank 0.32% Reduce -0.1% 28,994 $1.9M
Investment Partners, LTD. 0.67% Add +0.1% 28,965 $1.9M
Finward Bancorp 1.43% Reduce -1.5% 28,861 $1.9M
Regatta Capital Group, LLC 0.30% Reduce -0.5% 28,854 $1.9M
Orion Capital Management LLC 0.66% Reduce -3.7% 28,830 $1.9M
Berkshire Asset Management LLC 0.08% Add +2.6% 28,755 $1.9M
waypoint wealth counsel 0.74% Reduce -0.1% 28,671 $1.9M
Zhang Financial LLC 0.08% Add +1.6% 28,612 $1.9M
CWA Asset Management Group, LLC 0.07% Reduce -5.2% 28,571 $1.9M
GW&K Investment Management, LLC 0.02% Add +22.9% 28,514 $1.9M
Atticus Wealth Management, LLC 0.47% Reduce -10.3% 28,420 $1.9M
Elwood & Goetz Wealth Advisory Group, LLC 0.36% Reduce -1.1% 28,369 $1.9M
Empower Advisory Group, LLC 0.01% Reduce -9.8% 28,285 $1.8M
K.J. Harrison & Partners Inc 0.26% No change 28,000 $1.8M
Aft, Forsyth & Company, Inc. 0.88% Add +0.1% 28,080 $1.8M
Redwood Wealth Management Group, LLC 0.77% No change 27,733 $1.8M
1834 Investment Advisors Co. 0.22% Reduce -28.7% 27,727 $1.8M
MFA Wealth Services 1.24% Add +0.6% 27,581 $1.8M
Clarendon Private LLC 1.63% Add +5.1% 27,542 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Add +4.4% 27,481 $1.8M
WP Advisors, LLC 0.46% Add +0.3% 27,443 $1.8M
Vise Technologies, Inc. 0.07% Add +77.7% 27,413 $1.8M
TBH Global Asset Management, LLC 0.35% New 27,382 $1.8M
Chapin Davis, Inc. 0.44% Add +6.0% 27,378 $1.8M
North Star Asset Management Inc. 0.07% Add +2.7% 27,216 $1.8M
Vawter Financial, Ltd. 0.80% New 27,091 $1.8M
GGM Financial LLC 0.89% Add +1.9% 26,981 $1.8M
Peterson Wealth Advisors, LLC 0.26% Reduce -6.0% 26,971 $1.8M
Murphy, Middleton, Hinkle & Parker, Inc. 0.86% Add +0.8% 26,883 $1.8M
Maridea Wealth Management LLC 0.27% Reduce -31.7% 26,828 $1.8M
Endeavor Private Wealth, Inc. 0.54% Add +707.0% 26,793 $1.7M
Cooper Financial Group 0.19% Add +6.7% 26,712 $1.7M
Three Seasons Wealth, LLC 0.17% Reduce -0.7% 26,624 $1.7M
Amarillo National Bank 0.30% Reduce -0.4% 26,586 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -1.2% 26,539 $1.7M
Forte Asset Management LLC 0.83% Reduce -4.9% 26,495 $1.7M
Condor Capital Management 0.14% Add +3.1% 26,453 $1.7M
Liberty Square Wealth Partners LLC 0.53% Reduce -13.8% 26,276 $1.7M
Valpey Financial Services, LLC 1.12% Reduce -1.5% 26,161 $1.7M
Mine & Arao Wealth Creation & Management, LLC. 0.69% Add +0.2% 26,156 $1.7M
Hills Bank & Trust Co 0.10% Reduce -3.2% 26,151 $1.7M
Trustmark Bank Trust Department 0.11% Add +0.4% 26,023 $1.7M
Guardian Wealth Advisors, LLC / NC 0.11% Reduce -0.8% 26,018 $1.7M
VeraBank, N.A. 0.32% Reduce -4.8% 26,017 $1.7M
Orrstown Financial Services Inc. 0.29% Add +8.8% 25,964 $1.7M
Blankinship & Foster, LLC 0.37% Reduce -1.9% 25,937 $1.7M
Tortoise Investment Management, LLC 0.15% Add +22.8% 25,934 $1.7M
Nicolet Bankshares Inc. 0.27% Add +86.2% 25,914 $1.7M
Capital Management Associates, Inc 0.46% Reduce -0.0% 25,877 $1.7M
Calamos Wealth Management LLC 0.06% Reduce -1.8% 25,827 $1.7M
Venturi Wealth Management, LLC 0.08% Add +41.3% 25,800 $1.7M
Jump Financial, LLC 0.02% Reduce -82.8% 25,683 $1.7M
Aaron Wealth Advisors LLC 0.10% Add +0.0% 25,615 $1.7M
SevenBridge Financial Group, LLC 0.28% Reduce -16.6% 25,453 $1.7M
MPWM Advisory Solutions, LLC 0.99% Add +3.7% 25,509 $1.7M
Wealthspan Partners, LLC 0.64% Reduce -45.9% 25,414 $1.7M
Element Pointe Advisors, LLC 0.35% Add +2.3% 25,407 $1.7M
KG Capital Management 0.45% Reduce -4.0% 25,361 $1.7M
Cadinha & Co. LLC 0.22% Reduce -0.5% 25,265 $1.6M
Simplicity Wealth,LLC 0.09% Reduce -15.8% 25,020 $1.6M
Cora Capital Advisors LLC 0.69% Add +0.7% 25,015 $1.6M
Rothschild Wealth LLC 0.36% Reduce -4.3% 25,011 $1.6M
Armstrong Advisory Group, Inc. 0.11% Reduce -9.5% 24,966 $1.6M
T. Rowe Price Associates Inc. 0.00% No change 24,916 $1.6M
Insigneo Advisory Services, LLC 0.11% Add +36.3% 24,900 $1.6M
Richards, Merrill & Peterson, Inc. 0.70% Reduce -4.9% 24,893 $1.6M
American Wealth Advisors, LLC 1.60% — 24,816 $1.6M
Traynor Capital Management, Inc. 0.09% Add +41.9% 24,774 $1.6M
Huntleigh Advisors, Inc. 0.28% Add +0.3% 24,736 $1.6M
Heck Capital Advisors, LLC 0.12% Reduce -5.5% 24,730 $1.6M
Baron Financial Group, LLC 0.88% Reduce -0.8% 24,632 $1.6M
One Wealth Advisors, LLC 0.20% Reduce -1.5% 24,629 $1.6M
MMBG Investment Advisors Co. 0.14% No change 24,570 $1.6M
Trust Co. of Toledo NA 0.16% Add +14.3% 24,463 $1.6M
Main Street Financial Solutions, LLC 0.10% Add +29.8% 24,344 $1.6M
First County Bank 0.81% Add +0.1% 24,328 $1.6M
Saxon Interests, Inc. 0.62% Reduce -4.5% 24,363 $1.6M
Duncker Streett & Co. Inc. 0.28% Reduce -0.7% 24,317 $1.6M
Madden Advisory Services, Inc. 0.67% Reduce -4.7% 24,285 $1.6M
CGN Advisors LLC 0.13% Add +5.3% 24,112 $1.6M
Texas Bank & Trust Co 0.59% Add +0.3% 24,102 $1.6M
Massachusetts Financial Services Co. 0.00% Add +104.5% 24,040 $1.6M
SilverOak Wealth Management LLC 0.26% Add +2.9% 23,984 $1.6M
21 West Wealth Management LLC 1.48% Reduce -1.1% 23,936 $1.6M
Tred Avon Family Wealth, LLC 0.53% — 23,711 $1.5M
Procyon Advisors, LLC 0.09% Add +197.6% 23,595 $1.5M
Taylor & Morgan Wealth Management, LLC 0.94% Add +0.0% 23,490 $1.5M
Tru Independence Asset Management 2, LLC 1.00% Add +0.6% 23,365 $1.5M
Stonebridge Financial Group, LLC 0.13% Add +9.1% 23,350 $1.5M
Sapient Capital LLC 0.02% Add +2.4% 23,292 $1.5M
Reynders McVeigh Capital Management, LLC 0.07% Reduce -1.1% 23,250 $1.5M
Culbertson A N & Co. Inc. 0.21% No change 23,244 $1.5M
International Private Wealth Advisors LLC 0.95% Reduce -0.5% 23,230 $1.5M
Octavia Wealth Advisors, LLC 0.15% Reduce -3.0% 23,220 $1.5M
Manhattan West Asset Management, LLC 0.32% Reduce -6.8% 23,051 $1.5M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -5.8% 22,781 $1.5M
Compound Planning, Inc. 0.05% Add +0.2% 22,743 $1.5M
ORG Partners LLC 0.28% Reduce -19.4% 23,838 $1.5M
Diversify Wealth Management, LLC 0.09% Add +5.9% 22,822 $1.5M
Spirepoint Private Client, LLC 0.16% Add +1.6% 22,694 $1.5M
Evensky & Katz LLC 0.09% Reduce -8.1% 22,504 $1.5M
Schneider Downs Wealth Management Advisors, LP 0.17% Reduce -0.4% 22,437 $1.5M
Angeles Wealth Management, LLC 0.09% Reduce -2.9% 22,382 $1.5M
Marco Investment Management LLC 0.11% Reduce -1.2% 22,365 $1.5M
Argentarii, LLC 0.58% Add +5.7% 22,328 $1.5M
GS Investments, Inc. 0.72% Add +0.7% 22,250 $1.5M
Tepp RIA, LLC 1.65% Reduce -5.1% 22,245 $1.5M
IMA Advisory Services, Inc. 0.15% Add +0.2% 22,216 $1.4M
Maxele Advisors, LLC 1.25% Add +1.5% 22,215 $1.4M
Pacific Point Advisors, LLC 0.84% No change 22,196 $1.4M
626 Financial, LLC 0.64% Reduce -1.6% 22,194 $1.4M
Arq Wealth Advisors, LLC 0.43% Add +3.7% 22,160 $1.4M
Spinnaker Trust 0.08% Add +0.3% 22,148 $1.4M
Wealth Effects LLC 0.46% No change 22,095 $1.4M
Pinnacle Financial Group, LLC / IL 0.43% Reduce -0.7% 21,997 $1.4M
Dodds Wealth, LLC 0.36% Reduce -0.9% 21,987 $1.4M
Donor Advised Charitable Giving, Inc. 0.03% Reduce -26.1% 21,980 $1.4M
Moneywise, Inc. 0.65% Reduce -2.9% 21,941 $1.4M
CWS Financial Advisors, LLC 0.40% Reduce -0.5% 21,924 $1.4M
Independent Family Office, LLC 0.60% Reduce -26.3% 21,890 $1.4M
Ritholtz Wealth Management 0.03% Reduce -0.0% 21,878 $1.4M
Avantax Planning Partners, Inc. 0.04% Add +9.2% 21,838 $1.4M
Bearing Point Capital, LLC 0.25% No change 21,805 $1.4M
MWA Asset Management 0.78% Add +0.3% 21,737 $1.4M
Tritonpoint Wealth, LLC 0.12% Reduce -0.2% 21,713 $1.4M
Fortis Group Advisors, LLC 0.24% Reduce -0.9% 21,807 $1.4M
Keystone Financial Group 0.11% Reduce -2.1% 21,653 $1.4M
Confluence Wealth Services, Inc. 0.07% Reduce -0.6% 21,618 $1.4M
Arete Wealth Advisors, LLC 0.09% Add +15.3% 21,608 $1.4M
Basso Capital Management, L.P. 0.94% Add +15.1% 21,592 $1.4M
Smith Thornton Advisors LLC 0.74% No change 21,568 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +4.1% 21,559 $1.4M
BCS Private Wealth Management, Inc. 0.50% Add +26.5% 21,550 $1.4M
Dana Investment Advisors, Inc. 0.04% No change 21,453 $1.4M
Exchange Traded Concepts, LLC 0.01% Reduce -14.9% 21,346 $1.4M
Continuum Wealth Advisors, LLC 0.59% Add +7.0% 21,345 $1.4M
Ocean Park Asset Management, LLC 0.06% New 21,290 $1.4M
Clearwater Capital Advisors, LLC 0.12% Reduce -2.9% 21,249 $1.4M
Kavar Capital Partners Group, LLC 0.18% Reduce -0.4% 21,227 $1.4M
Lincoln Capital LLC 0.26% Add +4.7% 21,015 $1.4M
Ascent Group, LLC 0.05% Reduce -1.5% 21,125 $1.4M
Fortress Financial Group, LLC 1.05% Add +1.1% 21,079 $1.4M
Fusion Family Wealth, LLC 0.10% Reduce -0.0% 21,016 $1.4M
Ledyard National Bank 0.12% Add +3.6% 20,979 $1.4M
Shakespeare Wealth Management, LLC 0.31% Reduce -0.1% 20,941 $1.4M
Motive Wealth Advisors 0.58% No change 20,785 $1.4M
LPWM LLC 0.36% Add +45.1% 20,716 $1.4M
Brown, Lisle/Cummings, Inc. 0.35% Reduce -10.2% 20,708 $1.4M
S.A. Mason LLC 0.59% No change 20,628 $1.3M
Creekside Partners 0.59% Add +0.2% 20,548 $1.3M
Invictus Private Wealth, LLC 0.08% Reduce -0.1% 20,539 $1.3M
Stenger Family Office, LLC 0.27% Reduce -0.3% 20,203 $1.3M
Essex Bank 0.30% Add +1.5% 20,490 $1.3M
First Manhattan Co. Llc. 0.00% Add +2.8% 20,465 $1.3M
Mma Asset Management LLC 0.45% Add +5.3% 20,454 $1.3M
Princeton Global Asset Management LLC 0.22% Reduce -11.8% 20,422 $1.3M
Beam Wealth Advisors, Inc. 0.36% Reduce -21.8% 20,385 $1.3M
Hollow Brook Wealth Management LLC 0.31% Add +49.8% 20,315 $1.3M
International Assets Investment Management, LLC 0.11% No change 21,098 $1.3M
Carrera Capital Advisors 0.24% Reduce -2.0% 20,278 $1.3M
Alexis Investment Partners, LLC 0.11% Reduce -0.5% 20,210 $1.3M
Siligmueller & Norvid Wealth Advisors LLC 0.59% New 21,787 $1.3M
Sage Capital Management, LLC 0.59% Reduce -5.9% 20,130 $1.3M
Greenwich Wealth Management LLC 0.07% Add +1.8% 20,100 $1.3M
Wolff Wiese Magana LLC 0.74% Add +9.7% 20,075 $1.3M
Disciplined Investments, LLC 0.52% Reduce -1.4% 20,069 $1.3M
PBMares Wealth Management LLC 0.21% Reduce -6.5% 20,045 $1.3M
Gainplan LLC 0.55% Reduce -3.8% 20,035 $1.3M
Legacy Advisors, LLC 0.16% — 19,994 $1.3M
First Foundation Advisors 0.05% Reduce -2.3% 19,894 $1.3M
Wealth Management Partners, LLC 0.41% Reduce -5.2% 19,888 $1.3M
GDS Wealth Management 0.09% Add +6.6% 19,805 $1.3M
Koesten, Hirschmann & Crabtree, INC. 0.61% No change 19,580 $1.3M
Portus Wealth Advisors, LLC 1.27% — 19,477 $1.3M
Godsey & Gibb, Inc. 0.11% Add +3.5% 19,459 $1.3M
WealthShield Partners, LLC 0.14% Reduce -0.2% 19,451 $1.3M
Watershed Private Wealth LLC 0.40% Reduce -0.8% 19,449 $1.3M
Salem Investment Counselors Inc. 0.04% Reduce -0.6% 19,443 $1.3M
PFG Investments, LLC 0.07% Reduce -7.1% 19,423 $1.3M
Correct Capital Wealth Management 0.23% No change 19,416 $1.3M
First National Advisers, LLC 0.17% Reduce -1.5% 19,346 $1.3M
NCM Capital Management, LLC 0.49% No change 19,339 $1.3M
Bison Wealth, LLC 0.12% Reduce -22.1% 19,393 $1.3M
Johnson & White Wealth Management, LLC 0.58% Add +1.9% 19,249 $1.3M
Pallas Capital Advisors LLC 0.05% Reduce -0.6% 19,239 $1.3M
City National Bank of Florida 0.83% No change 19,205 $1.3M
Pointe Capital Management LLC 0.61% Add +3.6% 19,085 $1.2M
Costello Asset Management, INC 0.42% Reduce -5.7% 19,079 $1.2M
Integrity Alliance, Llc. 0.06% Reduce -12.7% 19,052 $1.2M
United Bank 0.15% No change 19,019 $1.2M
Compass Ion Advisors, LLC 0.12% Add +1.6% 19,014 $1.2M
Lansing Street Advisors 0.33% Add +0.1% 18,972 $1.2M
Crew Capital Management, Ltd 0.83% Reduce -14.6% 18,956 $1.2M
Balentine LLC 0.05% Reduce -0.1% 18,946 $1.2M
Bright Futures Wealth Management, LLC. 0.97% — 18,855 $1.2M
William Mack & Associates, Inc. 0.66% No change 18,820 $1.2M
Pioneer Trust Bank N A 0.29% No change 18,700 $1.2M
Empirical Asset Management, LLC 0.34% Add +1.3% 18,523 $1.2M
Bernard Wealth Management Corp. 0.50% Reduce -0.4% 18,385 $1.2M
Texas Capital Bancshares Inc 0.47% Reduce -22.3% 18,367 $1.2M
Tempus Wealth Planning, LLC 0.27% Reduce -3.7% 18,350 $1.2M
HSBC Holdings PLC 0.00% Reduce -97.7% 18,471 $1.2M
Accredited Wealth Management, LLC 0.89% Add +56.6% 12,424 $1.2M
Basepoint Wealth LLC 0.84% Add +0.3% 18,163 $1.2M
Tudor Financial Inc. 0.63% Add +3.4% 18,150 $1.2M
Allie Family Office LLC 0.56% No change 18,052 $1.2M
Clearstead Trust, LLC 0.20% Add +3.0% 17,995 $1.2M
Patriot Investment Management Group, Inc. 0.08% No change 17,880 $1.2M
Buttonwood Financial Advisors Inc. 0.40% Reduce -0.1% 17,870 $1.2M
LVM Capital Management Ltd. 0.11% Add +9.3% 17,767 $1.2M
FF Advisors,LLC 0.55% Add +1.9% 17,754 $1.2M
Davidson Investment Advisors 0.05% No change 17,719 $1.2M
EnRich Financial Partners LLC 0.33% Add +0.3% 17,710 $1.2M
Cypress Capital Group 0.14% Reduce -0.3% 17,587 $1.1M
Clark Capital Management Group, Inc. 0.01% Add +35.0% 17,519 $1.1M
Continental Investors Services, Inc. 1.70% Reduce -11.3% 17,716 $1.1M
Colorado Capital Management, Inc. 0.44% No change 17,494 $1.1M
Retirement Planning Group, LLC 0.04% Add +15.6% 17,496 $1.1M
Washington Trust Advisors, Inc. 0.09% Add +5.1% 17,487 $1.1M
Garrison Point Advisors, LLC 0.48% Add +0.6% 17,465 $1.1M
Tufton Capital Management 0.20% Reduce -1.7% 17,458 $1.1M
One Capital Management, LLC 0.04% Reduce -4.2% 17,400 $1.1M
Thompson Investment Management, Inc. 0.15% Add +11.0% 17,373 $1.1M
Cowa, LLC 0.40% Add +7.7% 17,247 $1.1M
Cassaday & Co Wealth Management LLC 0.03% Add +0.9% 17,290 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.48% Add +1.2% 17,282 $1.1M
Thrive Wealth Management, LLC 0.17% Add +6.5% 17,258 $1.1M
Focus Financial Network, Inc. 0.04% Add +3.6% 17,243 $1.1M
Edgemoor Investment Advisors, Inc. 0.09% Reduce -6.1% 17,229 $1.1M
Patten & Patten Inc. 0.07% Add +239.6% 17,220 $1.1M
Arlington Trust Co LLC 0.20% No change 17,187 $1.1M
Fortune Financial Advisors, LLC 0.84% Reduce -6.7% 17,183 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% Reduce -2.5% 17,175 $1.1M
LaSalle St. Investment Advisors, LLC 0.20% Add +9.8% 17,132 $1.1M
Private Wealth Group, LLC 0.56% No change 17,095 $1.1M
Retirement Wealth Solutions LLC 0.73% Add +0.1% 17,080 $1.1M
Collective Family Office LLC 0.27% Reduce -3.3% 17,065 $1.1M
Secure Asset Management, LLC 0.18% Reduce -34.9% 16,978 $1.1M
Acorn Wealth Advisors, LLC 0.35% Add +262.1% 16,987 $1.1M
PAX Financial Group, LLC 0.20% Reduce -1.9% 16,955 $1.1M
Ascentis Independent Advisors 0.19% Add +14.1% 16,888 $1.1M
MBA Advisors LLC 0.47% Add +0.1% 16,881 $1.1M
Round Rock Advisors LLC 0.17% Reduce -1.4% 16,831 $1.1M
Integrated Investment Consultants, LLC 0.19% Add +63.1% 16,777 $1.1M
NerdWallet Wealth Partners, LLC 0.53% — 16,685 $1.1M
Howland Capital Management LLC 0.04% No change 16,665 $1.1M
Dearborn Partners LLC 0.05% Add +5.9% 16,592 $1.1M
Ruggaard & Associates LLC 0.40% No change 16,567 $1.1M
Greenup Street Wealth Management LLC 0.17% Reduce -94.9% 16,489 $1.1M
Balefire, LLC 0.21% Add +14.4% 16,420 $1.1M
Cobblestone Capital Advisors LLC 0.05% Add +0.8% 16,277 $1.1M
Lakeridge Wealth Management LLC 0.47% Add +1.7% 16,217 $1.1M
Founders Financial Alliance, LLC 0.20% Reduce -1.0% 16,203 $1.1M
Traphagen Investment Advisors LLC 0.09% Add +0.6% 16,199 $1.1M
Cathy Pareto & Associates, Inc. 0.80% Add +18.9% 16,196 $1.1M
Willis Investment Counsel 0.06% New 16,164 $1.1M
High Note Wealth, LLC 0.21% No change 16,135 $1.1M
Ethos Financial Group, LLC 0.08% No change 16,122 $1.1M
Kathleen S. Wright Associates Inc. 0.39% Reduce -0.2% 16,069 $1.0M
Willner & Heller, LLC 0.81% Add +0.1% 16,065 $1.0M
Gerber, LLC 0.66% No change 16,050 $1.0M
Texas Yale Capital Corp. 0.03% Add +2.7% 15,988 $1.0M
Appleton Partners Inc. 0.07% Reduce -1.2% 15,965 $1.0M
Weaver Consulting Group 0.26% Reduce -0.6% 15,932 $1.0M
Destiny Wealth Partners, LLC 0.13% Add +4.3% 15,900 $1.0M
Westhampton Capital, LLC 0.50% Add +0.1% 15,870 $1.0M
Beacon Investment Advisory Services, Inc. 0.04% Add +3.9% 15,859 $1.0M
Trueblood Wealth Management, LLC 0.40% Add +2.6% 15,833 $1.0M
Evanson Asset Management, LLC 0.06% Reduce -3.8% 15,826 $1.0M
KWB Wealth 0.11% Reduce -30.6% 16,589 $1.0M
Tsfg, LLC 0.16% Reduce -11.0% 15,734 $1.0M
Cornerstone Wealth Group, LLC 0.07% Reduce -0.7% 15,703 $1.0M
Old Port Advisors 0.26% Reduce -2.7% 15,657 $1.0M
Financial Synergies Wealth Advisors, Inc. 0.10% Add +0.3% 15,622 $1.0M
Strata Wealth Advisors, LLC 0.27% Reduce -0.4% 15,613 $1.0M
Allen Capital Group, LLC 0.10% Reduce -4.0% 15,597 $1.0M
Ascentis Wealth Management, LLC 0.24% Add +1.6% 15,578 $1.0M
Daner Wealth Management, LLC 0.66% No change 15,700 $1.0M
Innealta Capital, LLC 0.51% Reduce -7.5% 15,502 $1.0M
Certuity, LLC 0.07% Add +7.5% 15,484 $1.0M
CPC Advisors, LLC 0.11% Add +12.9% 15,469 $1.0M
1900 Wealth Management LLC 0.07% Reduce -36.4% 15,456 $1.0M
Arvest Bank Trust Division 0.06% No change 15,446 $1.0M
Kooman & Associates 0.31% Add +3.2% 15,436 $1.0M
Magnolia Capital Advisors LLC 0.26% Add +1.0% 15,433 $1.0M
Plancorp, LLC 0.03% Reduce -3.5% 15,405 $1.0M
XTX Topco Ltd 0.05% Add +123.8% 15,389 $1.0M
Thomasville National Bank 0.06% Reduce -8.1% 15,376 $1.0M
Anchor Investment Management, LLC 0.08% Reduce -0.2% 15,348 $1.0M
Warren Street Wealth Advisors, LLC 0.30% Reduce -18.2% 15,219 $993K
Fiduciary Advisors, Inc. 0.80% Add +4.6% 15,200 $992K
Hollencrest Capital Management 0.04% No change 15,179 $991K
4Thought Financial Group Inc. 0.50% Reduce -56.8% 15,167 $990K
Principle Wealth Partners LLC 0.06% No change 15,093 $985K
Wealthstream Advisors, Inc. 0.15% Reduce -30.1% 15,067 $983K
Interchange Capital Partners, LLC 0.19% Add +3.4% 15,067 $983K
Ipswich Investment Management Co., Inc. 0.23% Reduce -0.1% 15,040 $982K
Ameliora Wealth Management Ltd. 0.33% No change 15,009 $979K
Waters Parkerson & Co., LLC 0.05% Add +5.7% 14,960 $976K
Csenge Advisory Group 0.05% Add +5.3% 14,932 $974K
Gateway Wealth Partners, LLC 0.13% Add +68.8% 14,926 $974K
HFG Advisors, Inc. 0.72% Reduce -1.6% 14,910 $973K
JMG Financial Group, Ltd. 0.03% Reduce -5.3% 14,790 $965K
XY Planning Network, Inc. 0.33% No change 15,541 $964K
Fortis Capital Advisors, LLC 0.15% Reduce -57.3% 14,737 $962K
Plante Moran Financial Advisors, LLC 0.06% Add +15.2% 14,739 $962K
Harmony Asset Management LLC 0.33% Reduce -43.1% 14,727 $961K
Modern Wealth Management, LLC 0.02% Reduce -5.5% 14,716 $960K
Private Wealth Management Group, LLC 0.26% No change 14,635 $955K
B&D White Capital Company, LLC 0.12% Add +3.4% 14,603 $953K
Sharkey, Howes & Javer 0.12% Reduce -2.0% 14,570 $951K
Carret Asset Management, LLC 0.09% No change 14,549 $949K
GWN Securities Inc. 0.22% Add +1.2% 14,501 $949K
Investment Research & Advisory Group, Inc. 0.32% Add +0.3% 14,510 $947K
Absolute Capital Management, LLC 0.41% Add +55.9% 14,490 $946K
BIP Wealth, LLC 0.05% Add +148.0% 14,473 $944K
Occidental Asset Management, LLC 0.12% Add +1.2% 14,373 $938K
Signature Estate & Investment Advisors LLC 0.02% Reduce -8.5% 14,364 $937K
TL Private Wealth 0.38% Add +2.9% 14,518 $936K
Legal & General Group Plc 0.00% Reduce -61.0% 14,328 $935K
Clarity Financial LLC 0.09% New 14,323 $935K
CCG Wealth Management, LLC 0.44% No change 14,268 $931K
Silver Grove Financial Group, Inc. 0.88% — 14,229 $929K
Droms Strauss Advisors Inc. /Mo/ 0.27% Reduce -2.4% 14,208 $927K
SteelPeak Wealth, LLC 0.03% Reduce -3.7% 14,177 $925K
Demars Financial Group, LLC 0.32% Reduce -1.1% 14,156 $924K
BridgePort Financial Solutions, LLC 0.25% Reduce -3.6% 14,092 $920K
Global Trust Asset Management, LLC 0.42% Add +28.5% 14,063 $918K
Invesco Ltd. 0.00% Add +0.2% 14,048 $917K
Triad Wealth Partners, LLC 0.12% Reduce -3.0% 14,047 $917K
MV Capital Management, Inc. 0.09% No change 14,020 $915K
Charter Oak Capital Management, LLC 0.07% Reduce -6.3% 14,017 $915K
Camarda Financial Advisors, LLC 0.34% Add +12.2% 13,987 $913K
Traub Capital Management LLC 0.90% Add +2.8% 13,977 $912K
Calton & Associates, Inc. 0.14% Reduce -2.1% 13,960 $911K
Symphony Financial Services, Inc. 0.49% New 13,948 $910K
Capasso Planning Partners LLC 0.57% Reduce -22.3% 13,940 $910K
Sovereign Financial Group, Inc. 0.17% Add +0.4% 13,924 $909K
SC&H Financial Advisors, Inc. 0.15% Add +0.5% 13,874 $905K
Oarsman Capital, Inc. 0.13% Reduce -22.1% 13,828 $902K
Next Level Private LLC 0.26% Reduce -0.3% 13,682 $901K
Samalin Investment Counsel, LLC 0.31% Reduce -2.4% 13,796 $900K
Berman McAleer LLC 0.13% — 13,778 $899K
Chatham Capital Group, Inc. 0.13% No change 13,770 $899K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -1.4% 13,766 $898K
Saiph Capital, LLC 0.32% Add +1.5% 13,757 $898K
North Star Investment Management Corp. 0.06% Add +0.1% 13,753 $898K
Proactive Wealth Strategies LLC 0.39% Add +0.3% 13,741 $897K
Wealth Dimensions Group, Ltd. 0.18% Reduce -7.2% 13,729 $896K
WBH Advisory Inc. 0.07% Reduce -9.5% 13,683 $893K
Becker Capital Management Inc. 0.03% Add +0.3% 13,666 $892K
Highland Capital Management, LLC 0.04% Reduce -2.4% 13,650 $891K
Sweeney & Michel, LLC 0.30% Add +1.0% 13,996 $885K
Clear Harbor Asset Management, LLC 0.06% Reduce -0.9% 13,553 $884K
S.E.E.D. Planning Group LLC 0.26% Add +1.1% 13,552 $884K
Courage Miller Partners, LLC 0.26% Reduce -1.2% 13,538 $884K
Coordinated Financial Services, Inc. 0.57% Reduce -12.2% 13,490 $880K
Laurel Wealth Advisors LLC 0.12% Add +1.6% 13,476 $879K
Glen Eagle Advisors, LLC 0.12% Add +0.9% 13,409 $875K
PSI Advisors, LLC 0.23% Reduce -4.1% 13,385 $874K
Verus Capital Partners, LLC 0.07% Add +1.9% 13,363 $872K
Brookmont Capital Management 0.48% Reduce -2.5% 13,350 $871K
Security Benefit Life Insurance Co. 0.35% Add +141.8% 13,300 $868K
Root Financial Partners, LLC 0.05% Add +18.3% 13,193 $861K
Stonebrook Private Inc. 0.19% Add +0.1% 13,183 $860K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -1.8% 13,172 $860K
Asset Allocation & Management Company, LLC 0.36% Reduce -9.8% 13,054 $852K
Pacific Sun Financial Corp 0.41% No change 13,051 $852K
SGL Investment Advisors, Inc. 0.36% Add +25.8% 13,093 $850K
Guardian Asset Advisors, LLC 0.46% Reduce -85.9% 13,011 $849K
ZWJ Investment Counsel Inc. 0.03% No change 13,014 $849K
IFS Group,LLC 0.75% — 12,936 $847K
Capital Advisors Wealth Management, LLC 0.12% Reduce -6.2% 12,962 $846K
Uptown Financial Advisors LLC 0.74% Reduce -1.1% 12,960 $846K
OMNI 360 Wealth, Inc. 0.47% Add +1.3% 12,910 $843K
Gemmer Asset Management LLC 0.07% Reduce -13.5% 12,895 $842K
Emprise Bank 0.36% Add +12.5% 12,867 $840K
Boyd Watterson Asset Management LLC 0.25% No change 12,862 $839K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -0.1% 12,851 $839K
Quotient Wealth Partners, LLC 0.02% Reduce -0.3% 12,849 $839K
Conservest Capital Advisors, Inc. 0.08% Reduce -5.1% 12,833 $837K
Marshall Financial Group, LLC 0.16% Reduce -4.9% 12,813 $836K
Crews Bank & Trust 0.12% Add +1.3% 12,802 $835K
Winthrop Capital Management, LLC 0.20% Reduce -46.9% 12,802 $835K
Peck Wealth Management, LLC 0.80% — 12,780 $834K
Pinney & Scofield, Inc. 0.52% No change 12,780 $834K
Tranquilli Financial Advisor LLC 0.49% Add +12.0% 12,761 $833K
Sage Capital Advisors,llc 0.20% Add +0.3% 12,722 $830K
Warner Financial, Inc. 0.31% Add +0.3% 12,668 $827K
Rovin Capital /Ut/ 0.23% Add +0.6% 12,526 $817K
M.E. Allison & Co., Inc. 0.57% Add +4.5% 12,478 $814K
Primoris Wealth Advisors, LLC 0.52% Reduce -0.1% 12,424 $811K
Tennessee Valley Asset Management Partners 0.11% New 12,347 $806K
NWK Group, Inc. 0.27% Reduce -3.2% 12,312 $803K
Seelaus Asset Management LLC 0.65% Reduce -4.9% 12,300 $803K
Nicolet Advisory Services, LLC 0.06% No change 12,305 $802K
Riverchase Wealth Management, LLC 0.45% No change 12,280 $801K
First National Bank Sioux Falls 0.25% No change 12,259 $800K
Bogart Wealth, LLC 0.03% Add +15.0% 12,209 $797K
Hilltop Wealth Advisors, LLC 0.41% No change 12,191 $796K
Westmount Partners, LLC 0.21% Reduce -1.1% 12,131 $794K
Innovative Wealth Building LLC 0.62% Reduce -5.2% 12,128 $791K
CLG LLC 0.22% Reduce -8.9% 12,125 $791K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -26.7% 12,124 $791K
Investment Management Corp. /Va/ 0.68% Add +1.8% 12,121 $791K
Maltin Wealth Management, Inc. 0.33% Add +1.8% 12,089 $789K
Parcion Private Wealth LLC 0.05% New 12,038 $786K
Keystone Wealth Services, LLC 0.17% Add +1.2% 12,022 $785K
Rosenblum Silverman Sutton S F Inc. 0.18% Reduce -7.5% 11,990 $782K
EagleClaw Capital Managment, LLC 0.11% No change 11,990 $782K
Luminvest Wealth Management LLC 0.25% No change 11,914 $782K
Seneca House Advisors 0.31% Add +1.3% 11,931 $779K
Walled Lake Planning & Wealth Management, LLC 0.26% Reduce -0.8% 11,912 $777K
Powell Investment Advisors, LLC 0.27% Reduce -0.1% 11,882 $775K
Cardiff Park Advisors, LLC 0.06% Add +0.2% 11,862 $774K
Security National Bank 0.12% Reduce -16.9% 11,850 $773K
Shelton Wealth Management, LLC 0.36% Add +9.0% 11,789 $769K
Clearbridge Investments, LLC 0.00% Add +0.1% 11,770 $768K
Philip James Wealth Mangement, LLC 0.09% Reduce -21.3% 11,768 $768K
ABLE Financial Group, LLC 0.17% Reduce -1.4% 11,764 $768K
BKM Wealth Management, LLC 0.28% Add +0.2% 11,759 $767K
Eldridge Investment Advisors, Inc. 0.17% Reduce -91.1% 11,758 $767K
Shepherd Financial Partners LLC 0.07% Reduce -8.3% 11,677 $762K
Hoxton Planning & Management, LLC 0.25% Reduce -4.0% 11,672 $762K
Yarger Wealth Strategies, LLC 0.35% Reduce -6.2% 11,661 $761K
Uniting Wealth Partners, LLC 0.18% Add +239.7% 11,660 $761K
Navellier & Associates Inc. 0.08% New 11,650 $760K
Motco 0.07% Add +8.0% 11,603 $757K
Intergy Private Wealth, LLC 0.24% Reduce -0.8% 11,596 $757K
Central Pacific Bank - Trust Division 0.09% No change 11,525 $752K
Williams Jones Wealth Management, LLC. 0.01% Add +15.8% 11,520 $752K
Invenio Wealth Partners LLC 0.27% Reduce -5.0% 11,455 $748K
Waterloo Capital, L.P. 0.06% Reduce -0.2% 11,438 $746K
Tilia Fiduciary Partners, Inc. 0.43% Reduce -0.6% 11,433 $746K
SFG Wealth Management, LLC. 0.32% Reduce -7.1% 11,432 $746K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -0.6% 11,428 $746K
Tribridge Partners Financial LLC 0.34% Add +10.1% 11,371 $746K
Slow Capital, Inc. 0.09% No change 11,395 $744K
Ironwood Investment Counsel, LLC 0.11% Reduce -0.7% 11,365 $742K
Somerset Trust Co 0.23% No change 11,285 $736K
Cynosure Group, LLC 0.08% Reduce -47.6% 11,282 $736K
Jefferies Financial Group Inc. 0.01% Reduce -41.8% 11,275 $736K
Cornell Pochily Investment Advisors, Inc. 0.22% Reduce -56.3% 11,268 $735K
SeaCrest Wealth Management, LLC 0.08% Add +3.3% 11,145 $733K
Stanley-Laman Group, Ltd. 0.10% Reduce -4.1% 11,227 $733K
Columbia Bank 0.20% No change 11,240 $732K
Uptick Partners, LLC 0.19% Reduce -2.4% 11,188 $730K
Morris Financial Concepts, Inc. 0.26% Add +3.2% 11,186 $730K
Rakuten Investment Management, Inc. 0.00% — 11,165 $728K
American State Bank (Iowa) 0.37% Reduce -2.4% 11,134 $727K
Key Financial Inc 0.13% Add +9.9% 11,090 $726K
Clarkston Capital Partners, LLC 0.02% No change 11,125 $726K
PGIM Custom Harvest LLC 0.01% Reduce -0.7% 11,098 $724K
Kwmg, LLC 0.06% Reduce -2.2% 11,093 $724K
Jackson Hole Capital Partners, LLC 0.12% Add +7.2% 11,083 $723K
Childress Capital Advisors, LLC 0.13% No change 11,081 $723K
Truepoint, Inc. 0.02% Reduce -0.8% 11,065 $722K
FSB Premier Wealth Management, Inc. 0.24% Add +0.0% 11,064 $722K
Bragg Financial Advisors, Inc 0.02% Reduce -3.8% 11,049 $721K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -1.0% 11,047 $721K
Crowley Wealth Management, Inc. 0.57% Add +5.4% 11,045 $721K
Cambridge Capital Management, LLC 0.35% Reduce -9.2% 11,042 $721K
Oakwell Private Wealth Management, LLC 0.14% No change 11,020 $719K
Planned Solutions, Inc. 0.25% Add +0.2% 10,994 $717K
Krilogy Financial LLC 0.03% New 11,075 $717K
Nemes Rush Group LLC 0.07% Add +2.9% 10,992 $717K
New Insight Wealth Advisors 0.27% Add +2.2% 10,990 $717K
Clarity Capital Advisors, LLC 0.39% No change 10,981 $717K
Summit Asset Management, LLC 0.11% Reduce -0.1% 10,954 $715K
Objective Capital Management, LLC 0.74% Add +0.2% 10,941 $714K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -10.2% 10,936 $714K
Brandywine Oak Private Wealth LLC 0.06% No change 10,915 $712K
Richmond Investment Services, LLC 0.13% Add +6.7% 10,901 $711K
Meadow Creek Wealth Advisors LLC 0.47% Add +5.5% 10,998 $708K
Eight 31 Financial, LLC 0.40% Add +7.6% 10,839 $707K
Adirondack Trust Co. 0.24% Reduce -1.7% 10,823 $706K
Narwhal Capital Management 0.05% No change 10,805 $705K
Latko Wealth Management, Ltd. 0.36% Add +72.4% 10,794 $704K
Marathon Strategic Advisors, LLC 0.56% Reduce -2.0% 10,791 $704K
Olde Wealth Management, LLC 0.22% — 10,776 $704K
Larson Financial Group LLC 0.02% Add +4.1% 10,777 $703K
Checchi Capital Advisers, LLC 0.05% Add +1.2% 10,767 $703K
Weatherly Asset Management L. P. 0.06% Add +0.8% 10,762 $702K
Keystone Financial Services, LLC 0.49% Add +0.0% 10,734 $700K
Equita Financial Network, Inc. 0.24% Add +0.9% 10,685 $697K
HHM Wealth Advisors, LLC 0.08% No change 10,620 $693K
Legacy Financial Group LLC 0.09% No change 10,596 $692K
Tyche Wealth Partners LLC 0.12% Reduce -3.0% 10,566 $690K
FSA Wealth Management LLC 0.25% Reduce -1.3% 1,029 $689K
Elk River Wealth Management LLC 0.11% No change 10,504 $685K
United Advisor Group, LLC 0.09% Add +7.3% 10,489 $685K
Dagco, Inc. 0.17% Add +0.0% 10,488 $684K
Diversified Enterprises, LLC 0.05% Reduce -0.5% 10,467 $683K
Koss-Olinger Consulting, LLC 0.06% Reduce -0.2% 11,017 $683K
BCS Wealth Management 0.15% Reduce -0.5% 10,424 $680K
Blue Trust, Inc. 0.01% Add +41.3% 10,383 $678K
Carl P. Sherr & Co., LLC 0.32% Reduce -3.0% 10,378 $677K
Centurion Wealth Management LLC 0.15% Reduce -0.6% 10,378 $677K
Balboa Wealth Partners 0.12% Reduce -0.3% 10,364 $676K
Pandora Wealth, Inc. 0.41% Reduce -0.2% 10,353 $676K
Melone Private Wealth, LLC 0.31% Add +13.2% 10,332 $674K
Oak Asset Management, LLC 0.23% No change 10,305 $673K
FourThought Financial Partners, LLC 0.06% Reduce -1.9% 10,291 $672K
Howard Wealth Management, LLC 0.31% Add +0.1% 10,289 $671K
Legacy Bridge, LLC 0.28% No change 10,263 $670K
Cambria Investment Management, L.P. 0.04% New 10,255 $669K
Canvas Wealth Advisors, LLC 0.12% Reduce -1.0% 10,167 $669K
LVW Advisors, LLC 0.07% Add +30.1% 10,181 $664K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +8.6% 10,166 $663K
Shufro Rose & Co. LLC 0.05% No change 11,360 $663K
American Money Management, LLC 0.11% Reduce -0.9% 10,147 $662K
Graybill Wealth Management, LTD. 0.20% Reduce -10.1% 10,053 $656K
SIMA Wealth Partners, LLC 0.50% Reduce -0.3% 10,047 $656K
Swmg, LLC 0.20% Reduce -26.8% 9,987 $655K
Wealthgarden F.S. LLC 0.47% Add +2.0% 10,034 $655K
Indiana Trust & Investment Management Co 0.20% No change 10,018 $654K
Onyx Bridge Wealth Group LLC 0.07% Add +52.1% 10,007 $653K
Fishman Jay A Ltd. 0.06% No change 10,000 $653K
Bay Capital Advisors, LLC 0.42% Reduce -19.6% 9,987 $652K
Aspen Investment Management Inc 0.25% Add +10.8% 9,971 $651K
Financial Insights, Inc. 0.22% No change 9,973 $651K
Tme Financial, Inc. 0.49% Add +0.3% 9,971 $651K
Romano Brothers and Company 0.07% No change 9,967 $650K
Opus Capital Group, LLC 0.07% No change 9,902 $646K
Private Wealth Partners, LLC 0.05% Add +5.3% 9,898 $646K
Aviance Capital Partners, LLC 0.08% No change 9,885 $645K
Palo Alto Wealth Advisors, LLC 0.19% New 9,855 $644K
Guyasuta Investment Advisors Inc. 0.04% Reduce -2.5% 9,865 $644K
Ballast, Inc. 0.16% No change 9,848 $643K
Alta Wealth Advisors LLC 0.23% Reduce -1.4% 9,840 $642K
Farmers National Bank 0.15% Add +1.5% 9,835 $642K
Gen-Wealth Partners Inc 0.22% No change 9,830 $642K
Wick Capital Partners, LLC 0.15% Add +373.8% 9,818 $641K
Signaturefd, LLC 0.01% Reduce -8.4% 9,802 $640K
Eq LLC 0.22% Reduce -0.9% 9,760 $637K
Falcon Wealth Planning 0.06% Add +3.1% 9,733 $635K
Wallace Advisory Group, LLC 0.51% Reduce -1.7% 10,226 $634K
Wealth Quarterback LLC 0.25% Reduce -0.4% 9,711 $634K
Bath Savings Trust Co 0.06% Add +3.3% 9,698 $633K
Horizons Wealth Management 0.43% Reduce -5.0% 9,684 $632K
First Trust Advisors LP 0.00% Add +3.4% 9,666 $631K
Athena Investment Management 0.33% No change 9,641 $629K
Burling Wealth Partners, LLC 0.10% Add +18.7% 9,628 $628K
Whalerock Point Partners, LLC 0.13% Add +1.7% 9,554 $623K
Wingate Wealth Advisors, Inc. 0.43% Add +0.2% 9,517 $621K
Old North State Trust, LLC 0.38% Add +15.9% 9,468 $618K
CVFG LLC 0.45% Add +7.6% 9,457 $617K
LM Advisors LLC 0.09% No change 9,455 $617K
Norden Group LLC 0.06% Reduce -0.8% 9,360 $611K
TCI Wealth Advisors, Inc. 0.04% Add +19.8% 9,344 $610K
Meridian Investment Counsel Inc. 0.15% No change 9,315 $608K
Prasad Wealth Partners, LLC 0.17% Add +0.3% 9,256 $604K
Lam Group, Inc. 0.37% No change 9,250 $604K
180 Wealth Advisors, LLC 0.07% Add +5.2% 9,231 $602K
McRae Capital Management Inc. 0.12% Reduce -2.3% 9,208 $601K
OneAscent Family Office, LLC 0.49% Add +7.5% 9,190 $600K
Running Point Capital Advisors, LLC 0.16% No change 9,185 $599K
Black Diamond Financial, LLC 0.07% Add +27.0% 9,184 $599K
Goodman Financial Corp 0.12% No change 9,165 $598K
Paladin Advisory Group, LLC 0.47% Reduce -6.7% 9,153 $597K
Albion Financial Group 0.04% Reduce -1.5% 9,129 $596K
Hobbs Group Advisors, LLC 0.18% Reduce -1.3% 9,103 $594K
Two Sigma Securities, LLC 0.09% New 9,103 $594K
Mann Financial Group, Inc. 0.59% — 9,101 $594K
Richardson Financial Services Inc. 0.37% No change 9,063 $591K
Nicholas Hoffman & Company, LLC. 0.01% Add +2.9% 9,054 $591K
Canandaigua National Trust Co of Florida 0.47% No change 9,045 $590K
Lazard Freres Gestion S.A.S. 0.01% Add +0.0% 9,050 $590K
MRWM Advisors, LLC 0.33% No change 8,997 $587K
Howard Financial Services, LTD. 0.07% Add +0.2% 8,952 $584K
Sierra Summit Advisors LLC 0.09% No change 8,950 $584K
Allstate Corp. 0.01% No change 8,950 $584K
Exit Wealth Advisors, LLC. 0.39% — 8,943 $584K
Peachtree Investment Partners, LLC 0.20% Reduce -1.3% 8,943 $584K
Patton Albertson Miller Group, LLC 0.07% Reduce -0.3% 8,930 $583K
Gilbert Capital Group, Inc. 0.45% Add +3.8% 8,890 $580K
Pacifica Partners Inc. 0.21% No change 8,847 $579K
Victory Financial Group, LLC 0.08% Reduce -18.7% 8,874 $579K
New Republic Capital, LLC 0.18% Add +0.2% 8,864 $578K
ARS Investment Partners, LLC 0.04% No change 8,863 $578K
First National Bank & Trust Co. of Newtown 0.11% Add +10.1% 8,839 $577K
McLean Asset Management Corp 0.12% Reduce -0.6% 8,748 $576K
Juncture Wealth Strategies, LLC 0.19% Reduce -4.3% 8,826 $576K
Zullo Investment Group, Inc. 0.21% Reduce -3.4% 8,819 $576K
Prosperity Planning, Inc. 0.22% Reduce -1.0% 8,819 $576K
Northwest Capital Management Inc 0.60% Reduce -21.4% 8,808 $575K
Future Fund LLC 0.20% No change 8,799 $574K
DDD Partners, LLC 0.04% Add +23.0% 8,790 $574K
Sterling Investment Advisors, Ltd. 0.11% No change 8,755 $571K
Eagle Strategies LLC 0.08% Add +6.3% 8,754 $571K
Yukon Wealth Management, Inc. 0.19% Add +0.3% 8,716 $569K
Redhawk Wealth Advisors, Inc. 0.07% Add +4.9% 8,693 $567K
Red Door Wealth Management, LLC 0.06% Add +18.9% 8,682 $567K
Hemington Wealth Management 0.07% No change 8,673 $566K
Xponance LLC 0.00% Add +71.5% 8,641 $564K
Syntegra Private Wealth Group, LLC 0.05% Reduce -2.1% 8,636 $564K
Grant Street Asset Management, Inc. 0.12% Reduce -2.2% 8,632 $563K
Johnson Bixby & Associates, LLC 0.07% Reduce -7.3% 8,610 $562K
Transatlantique Private Wealth LLC 0.18% Reduce -0.1% 8,607 $562K
Twin Peaks Wealth Advisors, LLC 0.19% Reduce -0.4% 8,605 $562K
Burton Enright Welch 0.08% No change 8,600 $561K
City State Bank 0.16% Add +0.2% 8,575 $560K
Invst, LLC 0.06% Reduce -4.0% 8,572 $559K
Inspire Advisors, LLC 0.05% Reduce -4.5% 8,526 $556K
NORTHSTAR ASSET MANAGEMENT Co 0.12% No change 8,525 $556K
Financial Futures Ltd Liability Co. 0.27% No change 8,516 $556K
Mitchell Capital Management Co. 0.09% Reduce -3.3% 8,476 $553K
Hummer Financial Advisory Services Inc 0.40% No change 8,460 $552K
Strathmore Capital Advisors, Inc. 0.23% No change 8,441 $551K
Code Waechter LLC 0.36% Add +1.6% 8,455 $550K
Stone House Investment Management, LLC 0.09% Reduce -7.9% 8,428 $550K
Stevens Capital Partners 0.16% Add +3.3% 8,414 $549K
Sage Rhino Capital LLC 0.11% No change 8,400 $548K
Insight Inv LLC 0.32% Reduce -18.0% 8,390 $548K
Lewis Asset Management, LLC 0.22% Add +1.8% 8,357 $545K
Fort Sheridan Advisors LLC 0.07% No change 8,354 $545K
Meridian Wealth Advisors, LLC 0.08% New 8,348 $545K
Chicago Capital, LLC 0.01% Reduce -4.6% 8,306 $542K
J Hagan Capital, Inc. 0.33% Add +2.3% 8,287 $541K
Seven Mile Advisory 0.09% No change 8,278 $540K
Melfa Wealth Management, Inc. 0.32% Add +0.1% 8,248 $538K
Wells Financial Advisors INC 0.72% Reduce -26.1% 8,245 $538K
Adaptive Financial Consulting, LLC 0.21% Reduce -7.8% 8,241 $538K
Intelligence Driven Advisers, LLC 0.07% No change 8,240 $538K
Carson Advisory Inc. 0.29% Add +6.7% 8,206 $536K
Burney Co./ 0.02% Reduce -4.2% 8,189 $534K
Spirit of America Management Corp. 0.11% Add +0.3% 8,151 $534K
Sandhill Capital Partners LLC 0.04% Reduce -1.1% 8,157 $532K
William Howard & Co Financial Advisors Inc 0.45% Add +0.1% 8,150 $532K
CFM Wealth Partners LLC 0.08% Add +0.3% 8,139 $531K
High Falls Advisors, Inc 0.11% Add +0.1% 8,131 $531K
Roundview Capital LLC 0.03% No change 8,128 $530K
Panoramic Investment Advisors, LLC 0.30% Add +4.4% 8,128 $530K
Collar Capital Management, LLC 0.37% No change 8,125 $530K
Global Wealth Strategies & Associates 0.14% Reduce -13.1% 8,121 $530K
Strategic Financial Partners, Ltd. 0.24% No change 8,115 $530K
Prime Buchholz LLC 0.29% Add +7.0% 8,056 $526K
Augustine Asset Management Inc. 0.11% No change 8,010 $523K
Haverford Financial Services, Inc. 0.15% No change 8,000 $522K
OneAscent Financial Services LLC 0.03% Reduce -3.8% 7,992 $522K
Stokes Family Office, LLC 0.05% Add +1.6% 7,978 $521K
Martin Capital Advisors, LLP 0.31% No change 7,975 $520K
Sawgrass Asset Management LLC 0.06% Add +4.7% 7,966 $520K
First Commonwealth Financial Corp 0.09% Add +100.0% 7,956 $519K
Ashford Advisors, LLC 0.11% Add +98.3% 7,930 $518K
NWF Advisory Services Inc. 0.06% Add +31.8% 7,847 $512K
McIlrath & Eck, LLC 0.05% Add +1.3% 7,815 $510K
SP Asset Management LLC 0.04% Add +1.2% 7,813 $510K
Southland Equity Partners LLC 0.10% Reduce -0.4% 7,792 $508K
Global Strategic Investment Solutions, LLC 0.05% Reduce -2.8% 7,765 $507K
Drexel Morgan & Co. 0.08% No change 7,755 $506K
Global Financial Private Client, LLC 0.18% Reduce -21.2% 7,749 $506K
World Equity Group, Inc. 0.11% Reduce -4.5% 7,727 $504K
Cutler Investment Counsel LLC 0.05% Reduce -8.9% 7,708 $503K
CapWealth Advisors, LLC 0.05% Add +8.6% 7,670 $501K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -9.5% 7,659 $500K
Everett Harris & Co. 0.01% Reduce -1.4% 7,650 $499K
Kovack Advisors, Inc. 0.05% Reduce -4.5% 7,646 $499K
Wealth Management Associates, Inc. 0.18% Reduce -0.3% 7,636 $498K
Brookwood Investment Group LLC 0.06% Add +9.3% 7,605 $496K
Oxinas Partners, LLC 0.27% Reduce -11.0% 7,605 $496K
Mill Creek Capital Advisors, LLC 0.01% Add +12.3% 7,603 $496K
Quartz Partners, LLC 0.18% No change 7,600 $496K
Jamison Private Wealth Management, Inc. 0.06% Add +8.1% 7,588 $495K
Bill Few Associates, Inc. 0.13% Reduce -11.4% 7,581 $495K
Hohimer Wealth Management, LLC 0.07% Reduce -2.7% 7,571 $494K
Brooklyn Investment Group 0.07% No change 19,170 $494K
Austin Private Wealth, LLC 0.04% No change 7,537 $492K
Fermata Advisors, LLC 0.12% Reduce -1.9% 7,388 $482K
True Link Financial Advisors, LLC 0.03% New 7,382 $482K
WNY Asset Management, LLC 0.05% Add +0.0% 7,373 $481K
Smith Salley Wealth Management 0.02% No change 7,370 $481K
Peak Planning Group, LLC 0.25% Reduce -28.7% 7,357 $480K
Live Oak Private Wealth LLC 0.07% Add +0.1% 7,355 $480K
Strategic Equity Management 0.18% No change 7,353 $480K
Wealthcare Capital Management LLC 0.05% Reduce -0.4% 7,348 $480K
WealthCare Investment Partners, LLC 0.16% Add +3.1% 7,321 $479K
Strategies Wealth Advisors, LLC 0.05% Reduce -31.4% 7,337 $479K
Mason Investment Advisory Services, Inc. 0.02% Add +0.3% 7,315 $477K
Heritage Trust Co 0.05% Add +2.6% 7,308 $477K
HUB Investment Partners, LLC 0.02% Add +18.7% 7,306 $477K
Welch Group, LLC 0.02% Add +5.9% 7,304 $477K
Peak Asset Management, LLC 0.08% No change 7,275 $475K
Chancellor Financial Group WB LP 0.33% Reduce -0.4% 7,195 $470K
Platform Technology Partners 0.11% Add +0.0% 7,183 $469K
Severin Investments, LLC 0.41% Reduce -16.0% 7,133 $465K
Aries Wealth Management 0.11% No change 7,071 $461K
Capital Planning LLC 0.13% No change 7,067 $461K
Acorn Financial Advisory Services Inc. 0.07% Add +9.1% 7,066 $461K
Greenhouse Wealth Management, LLC 0.28% Add +0.3% 7,059 $461K
Avion Wealth 0.10% No change 7,059 $460K
Clear Point Advisors Inc. 0.36% Add +5.5% 7,024 $458K
Trek Financial, LLC 0.03% Add +9.5% 7,018 $458K
Financial Perspectives, Inc 0.13% Add +17.8% 7,015 $458K
J.Safra Asset Management Corp 0.03% No change 7,006 $457K
Garde Capital, Inc. 0.02% Add +101.2% 7,002 $457K
Mason & Associates Inc 0.09% No change 6,988 $456K
JB Capital LLC 0.02% Add +4.4% 6,980 $456K
Next Level Wealth Planning, LLC 0.26% Reduce -2.1% 6,971 $455K
JGP Wealth Management, LLC 0.05% Add +34.4% 6,929 $454K
Phillips Wealth Planners LLC 0.38% Add +1.1% 6,877 $453K
Ardent Capital Management, Inc. 0.19% Reduce -2.8% 6,920 $452K
Dynamic Financial Group 0.39% No change 6,917 $451K
BOS Asset Management, LLC 0.13% Add +15.5% 6,899 $450K
Forthright Family Wealth Advisory LLC 0.28% Add +10.8% 6,891 $450K
FWG Investments, LLC. 0.31% Reduce -10.9% 6,881 $449K
Ti-Trust, Inc. 0.28% No change 6,860 $448K
Signal Advisors Wealth, LLC 0.04% Add +16.8% 6,795 $443K
Montz Harcus Wealth Management LLC 0.19% Add +0.3% 6,790 $443K
Defined Wealth Management, LLC 0.26% Reduce -0.7% 6,744 $440K
Private Client Services, LLC 0.15% Add +4.6% 6,738 $440K
Center For Asset Management LLC 0.23% No change 6,735 $440K
Legacy PCG, LLC 0.26% No change 6,726 $439K
Collaborative Wealth Managment Inc. 0.18% Reduce -0.0% 6,713 $438K
Sunburst Financial Group, LLC 0.09% Add +3.6% 6,661 $435K
Mystic Asset Management, Inc. 0.10% No change 6,645 $434K
Facet Wealth, Inc. 0.01% Add +2.8% 6,643 $434K
McElhenny Sheffield Capital Management, LLC 0.10% Add +39.5% 6,635 $433K
Bridgewater Advisors Inc. 0.03% No change 6,744 $433K
Vista Investment Partners Ii, LLC 0.20% Reduce -7.2% 6,618 $432K
Radnor Capital Management, LLC 0.07% Reduce -0.2% 6,598 $431K
Marietta Investment Partners LLC 0.08% New 6,583 $430K
Prosperity Wealth Management, Inc. 0.15% Add +2.7% 6,570 $429K
Staley Capital Advisers Inc. 0.02% Add +18.0% 6,565 $428K
BCGM Wealth Management, LLC 0.11% Reduce -0.1% 6,564 $428K
JT Stratford LLC 0.06% Reduce -6.7% 6,544 $427K
One Wealth Management Investment & Advisory Services, LLC 0.50% Reduce -0.2% 6,542 $427K
Dopkins Wealth Management, LLC 0.18% No change 6,535 $426K
Kings Path Partners LLC 0.16% No change 6,524 $426K
Meridian Financial Partners LLC 0.18% Add +0.5% 6,468 $426K
Abound Wealth Management 0.11% Add +2.9% 6,508 $425K
IAG Wealth Partners, LLC 0.05% Reduce -10.7% 6,492 $424K
Peregrine Asset Advisers, Inc. 0.13% Reduce -2.5% 6,478 $423K
Obsidian Cio, LLC 0.06% Add +7.2% 6,446 $421K
McDaniel Terry & Co. 0.03% No change 6,440 $420K
Prodigy Asset Management LLC 0.19% No change 6,420 $419K
Berkeley Capital Partners, LLC 0.10% Reduce -0.1% 6,401 $418K
Lion Street Advisors, LLC 0.14% Reduce -80.9% 1,495 $417K
Tradition Wealth Management, LLC 0.03% Reduce -8.4% 6,378 $416K
Mainstream Capital Management LLC 0.28% Reduce -5.5% 6,376 $416K
Rollins Financial Advisors, LLC 0.06% Reduce -5.9% 6,369 $416K
Trexquant Investment LP 0.00% Reduce -23.2% 6,364 $415K
Financial Life Planners 0.28% Reduce -1.5% 6,361 $415K
Sound Income Strategies, LLC 0.02% Add +140.5% 6,360 $414K
Marble Harbor Investment Counsel, LLC 0.04% No change 6,335 $413K
Tudor Investment Corporation 0.00% Reduce -94.8% 6,324 $413K
Mowery & Schoenfeld Wealth Management, LLC 0.71% Reduce -12.5% 6,300 $411K
Foster & Motley Inc. 0.02% Reduce -1.5% 6,304 $411K
J.P. Marvel Investment Advisors, LLC 0.06% No change 6,295 $411K
Performance Wealth Partners, LLC 0.01% Reduce -0.3% 6,260 $409K
Sonora Investment Management Group, LLC 0.03% Add +3.2% 6,251 $408K
Main Street Group, LTD 0.13% Add +5.7% 6,234 $407K
Successful Portfolios LLC 0.24% Add +10.1% 6,225 $406K
Archer Investment Corp 0.09% Reduce -1.7% 6,192 $404K
Rede Wealth, LLC 0.32% New 6,184 $404K
Eagle Bay Advisors LLC 0.32% New 6,184 $404K
Pollock Investment Advisors, LLC 0.32% No change 6,175 $403K
Range Financial Group LLC 0.15% No change 6,169 $403K
Tradewinds, LLC. 0.10% Reduce -92.3% 6,138 $401K
Advisor OS, LLC 0.03% Add +12.7% 6,133 $400K
First Bancorp, Inc 0.21% Reduce -0.6% 6,125 $400K
Ade, LLC 0.20% No change 6,115 $399K
Auxano Advisors, LLC 0.08% Add +0.3% 6,114 $399K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -16.6% 6,184 $399K
Barr E S & Co. 0.02% No change 6,085 $397K
J. L. Bainbridge & Co., Inc. 0.03% Reduce -7.6% 6,073 $396K
Envision Financial LLC 0.23% Reduce -1.2% 6,046 $395K
GPS Wealth Strategies Group, LLC 0.04% Reduce -1.5% 6,029 $393K
Plum Street Advisors, LLC 0.15% Add +0.3% 6,011 $392K
New Century Financial Group, LLC 0.70% Reduce -7.0% 5,993 $391K
Legacy Financial Advisors, Inc. 0.05% Reduce -0.7% 5,989 $391K
Pinnacle Family Advisors, LLC 0.17% Add +2.6% 5,945 $388K
W Advisors, LLC 0.20% No change 5,931 $387K
LexAurum Advisors, LLC 0.06% Add +0.1% 5,926 $387K
Financial Guidance Group, Inc. 0.17% No change 5,925 $387K
Faithward Advisors, LLC 0.06% Add +0.3% 5,923 $387K
MB Generational Wealth, LLC 0.25% — 5,921 $386K
Values Added Financial LLC 0.17% Reduce -12.3% 5,911 $386K
Shira Ridge Wealth Management 0.16% Add +8.4% 5,891 $384K
Osborne Partners Capital Management, LLC 0.02% No change 5,890 $384K
Synergy Investment Management, LLC 0.15% Add +0.1% 5,880 $384K
Van Cleef Asset Management,Inc 0.04% No change 5,855 $382K
Whitaker-Myers Wealth Managers, LTD. 0.08% Reduce -34.5% 5,854 $382K
Selective Wealth Management, Inc. 0.12% Add +0.1% 5,842 $381K
Legacy Edge Advisors, LLC 0.04% Add +3.0% 5,827 $380K
Barnes Wealth Management Group, Inc 0.21% Reduce -2.5% 5,820 $380K
Tableaux LLC 0.15% New 5,787 $378K
Keebeck Wealth Management 0.04% Reduce -0.4% 5,780 $377K
Indie Asset Partners, LLC 0.50% Add +8.1% 5,767 $376K
Latitude Advisors, LLC 0.17% Reduce -6.1% 5,764 $376K
Schnieders Capital Management, Llc. 0.06% — 5,764 $376K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -2.6% 5,758 $376K
ARS Wealth Advisors Group, LLC 0.04% Reduce -3.4% 5,750 $375K
Asset Dedication, LLC 0.03% Reduce -12.4% 5,747 $375K
Bull Street Advisors, LLC 0.18% No change 5,745 $375K
Bernardo Wealth Planning LLC 0.07% Reduce -1.4% 5,726 $374K
Aberdeen Wealth Management LLC 0.23% No change 5,725 $374K
F/m Investments LLC 0.01% Reduce -18.5% 5,725 $374K
Rydar Equities, Inc. 0.30% Reduce -11.7% 5,686 $372K
TFC Financial Management, Inc. 0.05% Add +11.8% 5,633 $368K
Cherrydale Wealth Management, LLC 0.12% Add +0.3% 5,631 $367K
Matrix Asset Advisors Inc. 0.03% Add +1.9% 5,617 $367K
West Wealth Group, LLC 0.08% Add +34.2% 5,624 $366K
Gradient Capital Advisors, LLC 0.10% No change 5,605 $366K
McNaughton Wealth Management, LLC 0.15% No change 5,600 $365K
Naviter Wealth, LLC 0.04% No change 5,587 $365K
McAdam, LLC 0.02% Reduce -13.6% 5,561 $363K
Level Wealth Management LLC 0.19% Add +2.0% 5,557 $363K
Moss Adams Wealth Advisors LLC 0.03% Reduce -13.5% 5,504 $359K
Boston Trust Walden Corp 0.00% No change 5,490 $358K
Charis Legacy Partners, LLC 0.53% Add +26.8% 5,460 $356K
Capital Wealth Management, LLC 0.12% Add +0.0% 5,452 $356K
Partners in Financial Planning 0.06% Add +0.1% 5,442 $355K
Alpha Cubed Investments, LLC 0.01% Reduce -3.4% 5,440 $355K
Heritage Family Offices, LLP 0.17% Reduce -1.5% 5,438 $355K
Avalon Trust Co 0.02% No change 5,414 $353K
Vantage Point Financial LLC 0.14% Reduce -2.5% 5,405 $353K
Dimension Capital Management LLC 0.05% No change 5,400 $352K
Advance Capital Management, Inc. 0.02% Reduce -2.2% 5,391 $352K
Fox Financial, Inc 0.28% Reduce -7.8% 5,387 $352K
Drum Hill Capital, LLC 0.39% No change 5,375 $351K
Townsquare Capital LLC 0.05% Reduce -35.5% 5,369 $350K
Debussy Capital Management LP 0.05% Reduce -26.9% 5,366 $350K
Gilman Hill Asset Management, LLC 0.05% No change 5,350 $349K
Hidden Cove Wealth Management, LLC 0.23% New 5,335 $348K
SkyOak Wealth, LLC 0.07% No change 5,325 $348K
Forum Financial Management, LP 0.00% Reduce -13.8% 5,296 $346K
Requisite Capital Management, LLC 0.06% No change 5,295 $346K
RVW Wealth, LLC 0.03% No change 5,284 $345K
Roman Butler Fullerton & Co. 0.09% Add +0.1% 5,253 $343K
Sovran Advisors, LLC 0.03% Reduce -17.7% 5,290 $341K
Segment Wealth Management, LLC 0.02% Reduce -1.0% 5,220 $341K
Fingerlakes Wealth Management, Inc. 0.22% Add +3.0% 5,214 $340K
Blue Bell Private Wealth Management, LLC 0.05% No change 5,213 $340K
Canopy Partners, LLC 0.11% No change 5,201 $339K
Thompson Siegel & Walmsley LLC 0.01% Add +0.9% 5,190 $339K
Millstone Evans Group, LLC 0.21% No change 5,151 $336K
Freedom Investment Management, Inc. 0.09% Reduce -97.9% 5,140 $335K
Brick & Kyle, Associates 0.12% Reduce -77.7% 5,125 $334K
Legacy Wealth Managment, LLC 0.15% Add +10.1% 5,087 $332K
Penobscot Investment Management Company, Inc. 0.03% No change 5,065 $331K
Meritage Portfolio Management 0.02% Add +24.1% 5,047 $329K
Byrne Financial Freedom, LLC 0.16% Add +0.0% 5,041 $329K
KFG Wealth Management, LLC 0.05% Reduce -0.1% 5,038 $329K
Altfest L J & Co. Inc. 0.04% Reduce -16.9% 5,035 $329K
Independence Bank of Kentucky 0.04% Add +10.9% 5,018 $327K
Bluestem Financial Advisors, LLC 0.13% No change 5,014 $327K
Compass Capital Corp. /Ma/ 0.14% No change 5,015 $327K
Nelson Capital Management, LLC 0.04% No change 5,005 $327K
Bantamac Capital, LLC 0.25% No change 5,000 $326K
IMS Capital Management 0.15% Reduce -17.0% 4,995 $326K
Family Office Research LLC 0.14% Add +0.1% 4,980 $325K
Virtue Asset Management LLC 0.27% — 4,975 $325K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -34.8% 4,935 $324K
Greenspring Advisors, LLC 0.06% — 4,955 $323K
James J. Burns & Company, LLC 0.05% Add +0.1% 4,952 $323K
TD Capital Management LLC 0.03% Reduce -1.7% 4,942 $323K
HFR Wealth Management, LLC 0.07% No change 4,936 $322K
Obermeyer Wealth Partners 0.02% Add +8.6% 4,927 $322K
JFG Wealth Management, LLC 0.06% No change 4,925 $321K
SJS Investment Consulting Inc. 0.04% Add +286.8% 4,916 $321K
Bank Ozk 0.11% Reduce -0.9% 4,911 $320K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 4,895 $319K
Sequent Planning LLC 0.09% Add +7.8% 4,893 $319K
TrueWealth Advisors, LLC 0.09% Add +3.8% 4,883 $319K
Versant Capital Management, Inc 0.04% Add +10.4% 4,868 $318K
WealthPLAN Partners, LLC 0.05% Reduce -4.2% 4,859 $317K
Aegis Wealth Management LLC 0.17% No change 4,850 $317K
John W. Brooker & Co., CPAs 0.64% Add +3.5% 4,836 $316K
Lee Danner & Bass Inc. 0.02% No change 4,831 $315K
Main Management LLC 0.02% No change 4,825 $315K
Gratus Wealth Advisors, LLC 0.04% Reduce -21.9% 4,820 $315K
Mitchell Sinkler & Starr 0.14% No change 4,810 $314K
Presilium Private Wealth, LLC 0.06% Add +11.1% 4,809 $314K
Tripletail Wealth Management, LLC 0.37% Add +0.4% 4,749 $313K
Northeast Investment Management 0.01% No change 4,789 $313K
Ellsworth Advisors, LLC 0.07% Reduce -7.3% 4,797 $312K
Charles Schwab Trust Co 0.02% Add +1.5% 4,774 $312K
Steinberganna Wealth Management 0.15% — 4,768 $311K
Dumont & Blake Investment Advisors LLC 0.08% Add +0.0% 4,765 $311K
Resurgent Financial Advisors LLC 0.15% Add +0.1% 4,762 $311K
Creative Capital Management Investments LLC 0.10% No change 4,754 $310K
Brooklyn FI, LLC 0.07% No change 4,740 $309K
Zuckerman Investment Group, LLC 0.03% No change 4,735 $309K
Potomac Fund Management Inc. 0.01% Reduce -12.5% 4,727 $308K
Cascade Financial Partners, LLC 0.04% No change 4,718 $308K
Axim Planning & Wealth 0.24% Reduce -3.1% 4,716 $308K
Fortis Capital Management LLC 0.04% Reduce -22.1% 4,702 $307K
Praetorian Wealth Management, Inc. 0.06% New 4,681 $305K
Blue Edge Capital, LLC 0.04% New 4,665 $304K
Medallion Wealth Advisors, LLC 0.11% Add +0.1% 4,661 $304K
Apriem Advisors 0.03% No change 4,645 $303K
Mattson Financial Services, LLC 0.07% New 4,638 $303K
Mach-1 Financial Group, LLC 0.05% New 4,633 $302K
Integrity Advisory Solutions, LLC 0.05% — 4,633 $302K
Family Manage LLC 0.04% Reduce -7.5% 4,627 $302K
Lifeworks Advisors, LLC 0.04% Reduce -5.3% 4,622 $302K
Morton Capital Management LLC 0.05% Reduce -57.9% 4,611 $301K
Geneva Partners, LLC 0.11% Reduce -0.1% 4,610 $301K
4WEALTH Advisors, Inc. 0.28% Add +32.5% 4,589 $299K
Optimum Investment Advisors 0.12% No change 4,585 $299K
Rothschild Capital Partners, LLC 0.07% Reduce -6.0% 4,580 $299K
Sentry LLC 0.07% No change 4,575 $299K
Gibbs Wealth Management 0.07% Reduce -38.0% 4,572 $298K
First American Trust, FSB 0.02% Add +11.7% 4,571 $298K
West Michigan Advisors, LLC 0.07% Add +2.0% 4,565 $298K
Trademark Financial Management, LLC 0.17% Reduce -0.5% 4,561 $298K
Granite Investment Partners, LLC 0.02% No change 4,555 $297K
WestHill Financial Advisors, Inc. 0.06% Reduce -0.6% 4,547 $297K
Beaton Management Co. Inc. 0.13% No change 4,530 $296K
Atwood & Palmer Inc. 0.02% No change 4,530 $296K
Nabity-Jensen Investment Management Inc 0.20% No change 4,525 $295K
Auour Investments LLC 0.10% No change 4,525 $295K
L.K. Benson & Company, P.C. 0.16% New 4,510 $294K
Creekmur Asset Management LLC 0.05% Add +11.6% 4,473 $292K
Ameriflex Group, Inc. 0.11% Reduce -40.7% 4,470 $292K
4J Wealth Management LLC 0.17% Reduce -2.8% 4,465 $291K
Beacon Financial Advisory LLC 0.07% Reduce -0.2% 4,456 $291K
Commonwealth Retirement Investments LLC 0.10% Reduce -6.3% 4,455 $291K
Affinity Wealth Management LLC 0.04% No change 4,450 $290K
Blue Barn Wealth, LLC 0.13% Add +1.2% 4,438 $290K
Brady Martz Wealth Solutions, LLC 0.05% New 4,419 $288K
MADDEN SECURITIES Corp 0.09% Add +1.0% 4,414 $288K
LJI Wealth Management, LLC 0.05% Reduce -3.6% 4,388 $286K
St Germain D J Co. Inc. 0.01% No change 4,388 $286K
Hanson & Doremus Investment Management 0.04% No change 4,370 $285K
Barnes Pettey Financial Advisors, LLC 0.16% New 4,339 $283K
Everhart Financial Group, Inc. 0.03% Add +7.4% 4,331 $283K
Vernal Point Advisors, LLC 0.12% New 4,320 $282K
Douglass Winthrop Advisors, LLC 0.00% New 4,320 $282K
Frank, Rimerman Advisors LLC 0.02% No change 4,300 $281K
Balance Wealth Partners LLC 0.07% Add +16.8% 4,298 $280K
Centric Wealth Management 0.06% New 4,320 $280K
Liberty Wealth Management LLC 0.04% Add +15.2% 4,283 $279K
Fiduciary Alliance LLC 0.02% Add +1.4% 4,262 $278K
Alexander Randolph Advisory, Inc. 0.23% No change 4,256 $278K
Denver Wealth Management, Inc. 0.10% Reduce -1.5% 4,254 $278K
Flaharty Asset Management, LLC 0.04% No change 4,247 $277K
Princeton Capital Management LLC 0.07% Reduce -28.0% 4,240 $277K
Concord Wealth Partners 0.04% Reduce -4.4% 4,227 $276K
Alpha Financial Advisors, LLC 0.10% No change 4,221 $275K
Kirtland Hills Capital Management, LLC 0.11% Add +8.9% 4,213 $275K
GSG Advisors LLC 0.07% Add +0.3% 4,199 $275K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $273K
Patrick M Sweeney & Associates, Inc. 0.18% No change 4,187 $273K
Alpha Omega Wealth Management LLC 0.05% No change 4,184 $273K
Summit Wealth Group, LLC 0.07% No change 4,183 $273K
Chris Bulman Inc 0.14% Reduce -0.8% 4,180 $273K
Penney Financial, LLC 0.12% No change 4,175 $272K
Harpswell Capital Advisors, LLC 0.26% — 4,174 $272K
DecisionMap Wealth Management, LLC 0.17% No change 4,169 $272K
Stonegate Investment Group, LLC 0.01% Reduce -20.1% 4,169 $272K
TABR Capital Management, LLC 0.19% Add +0.3% 4,163 $271K
Cove Private Wealth, LLC 0.09% No change 4,140 $270K
Equity Wealth Partners, LLC 0.22% — 4,133 $270K
Veracity Capital LLC 0.09% Reduce -19.5% 4,110 $268K
Rise Advisors, LLC 0.10% Reduce -8.1% 4,101 $268K
Aufman Associates Inc 0.15% No change 4,091 $267K
Mengis Capital Management, Inc. 0.05% Add +2.3% 4,048 $264K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -0.4% 4,038 $263K
Pekin Hardy Strauss, Inc. 0.03% New 4,017 $262K
WealthPlan Investment Management, LLC 0.02% Add +0.8% 4,003 $261K
Mainsail Asset Management, LLC 0.11% No change 4,000 $261K
Chilton Capital Management LLC 0.01% Reduce -3.5% 4,000 $261K
Addison Advisors LLC 0.06% No change 3,999 $261K
Morton Brown Family Wealth, LLC 0.07% Reduce -15.0% 3,997 $261K
Madrona Financial Services, LLC 0.06% Add +0.2% 3,991 $260K
Grove Street Fiduciary, LLC 0.12% Reduce -44.6% 3,987 $260K
Ceera Investments, LLC 0.08% No change 3,975 $259K
Cardinal Point Capital Management ULC 0.02% Add +9.9% 4,009 $259K
Coastwise Capital Group, LLC 0.18% Add +0.3% 3,959 $258K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $258K
Summit Wealth & Retirement Planning, Inc. 0.06% No change 3,955 $258K
Ifrah Financial Services, Inc. 0.07% Add +7.4% 3,943 $257K
Bridgewealth Advisory Group, LLC 0.06% Add +0.5% 3,940 $257K
Barnes Dennig Private Wealth Management LLC 0.28% Add +5.3% 3,937 $257K
Strategic Advisors LLC 0.04% No change 3,935 $257K
Integral Investment Advisors, Inc. 0.07% No change 3,925 $256K
Clare Market Investments LLC 0.05% Add +21.7% 3,925 $256K
Silverlake Wealth Management LLC 0.06% New 3,904 $255K
Magnolia Private Wealth, LLC 0.19% No change 3,900 $255K
Jim Saulnier & Associates, LLC 0.14% No change 3,900 $255K
Rodgers & Associates, LTD 0.03% Reduce -0.7% 3,899 $254K
Icon Wealth Advisors, LLC 0.02% Add +0.0% 3,897 $254K
Prostatis Group LLC 0.06% Add +8.5% 3,893 $254K
Fairview Capital Investment Management, LLC 0.01% New 3,890 $254K
Legacy Capital Wealth Partners, LLC 0.06% No change 3,884 $253K
Inlet Private Wealth, LLC 0.06% New 3,880 $253K
Legacy Solutions, LLC 0.23% Add +0.1% 3,873 $253K
Fairvoy Private Wealth, LLC 0.06% Reduce -5.1% 3,865 $252K
Cypress Wealth Services, LLC 0.04% Reduce -1.1% 3,865 $252K
Visionary Wealth Advisors 0.01% Reduce -4.4% 3,853 $251K
Foster Dykema Cabot & Partners, LLC 0.02% Add +2.0% 3,835 $250K
Curran Financial Partners, LLC 0.05% Add +2.4% 3,832 $250K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -62.8% 3,789 $249K
Strategy Asset Managers LLC 0.04% Add +2.2% 3,800 $248K
Heartwood Wealth Advisors LLC 0.02% No change 3,791 $247K
Stonebridge Capital Advisors LLC 0.02% Reduce -7.4% 3,779 $247K
Watts Gwilliam & Co., LLC 0.04% Add +0.0% 3,774 $246K
O'ROURKE & COMPANY, Inc 0.10% New 3,774 $246K
Rock Point Advisors, LLC 0.07% Add +7.7% 3,760 $245K
Hall Capital Management Co. Inc. 0.10% No change 3,750 $245K
Colonial River Investments, LLC 0.09% Reduce -8.7% 3,727 $243K
Gold Investment Management Ltd. 0.08% No change 3,725 $243K
Topsail Wealth Management, LLC 0.04% Add +0.1% 3,721 $243K
M3 Advisory Group, LLC 0.15% Add +0.0% 3,705 $242K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +2.8% 3,688 $241K
First PREMIER Bank 0.05% Add +4.1% 3,675 $240K
Symmetry Partners, LLC 0.03% Reduce -1.0% 3,677 $240K
BTC Capital Management, Inc. 0.02% No change 3,674 $240K
Elevated Capital Advisors, LLC 0.06% Add +0.7% 3,670 $239K
Collier Financial 0.18% — 3,662 $239K
WPWealth LLP 0.04% Reduce -21.8% 3,660 $239K
Epiq Partners, LLC 0.12% Add +2.1% 3,650 $238K
Covenant Asset Management, LLC 0.04% No change 3,640 $238K
Mosaic Family Wealth Partners, LLC 0.03% Add +0.0% 3,635 $237K
Shum Financial Group, Inc. 0.18% — 3,631 $237K
Pathway Financial Advisors LLC 0.03% Reduce -3.2% 3,623 $236K
Worth Financial Advisory Group, LLC 0.13% Reduce -26.2% 3,620 $236K
Baldwin Investment Management, LLC 0.03% No change 3,620 $236K
Mustico Financial Group, Inc. 0.24% Add +3.2% 3,600 $236K
Sterling Wealth Management, Inc. 0.07% Add +12.1% 3,617 $236K
Berger Financial Group, Inc 0.01% Add +5.0% 3,616 $236K
LongView Wealth Management 0.06% Reduce -26.6% 3,613 $236K
Matthew Goff Investment Advisor, LLC 0.04% No change 3,610 $236K
True North Advisors, LLC 0.04% New 3,599 $235K
GoalVest Advisory LLC 0.05% Add +27.6% 3,592 $234K
Aspen Capital Management, LLC 0.06% Add +0.1% 3,583 $234K
Holderness Investments Co. 0.05% No change 3,575 $233K
City Center Advisors, LLC 0.23% New 3,568 $233K
Manske Wealth Management 0.07% Add +9.1% 3,558 $232K
CNB Bank 0.10% Reduce -1.7% 3,535 $231K
First Financial Bank - Trust Division 0.02% New 3,533 $231K
Reliant Wealth Planning 0.07% New 3,532 $230K
Compass Wealth Management LLC 0.05% No change 3,529 $230K
Braun-Bostich & Associates Inc. 0.14% No change 3,525 $230K
Chemistry Wealth Management LLC 0.04% No change 3,520 $230K
Capstone Financial Advisors, Inc. 0.01% Add +0.3% 3,514 $229K
Trust Co of the South 0.04% No change 3,492 $228K
Bfsg, LLC 0.02% Add +4.6% 3,492 $228K
Cannon Wealth Management Services, LLC 0.17% Reduce -2.0% 3,491 $228K
Westshore Wealth, LLC 0.08% No change 3,487 $228K
Fogel Capital Management, Inc. 0.11% No change 3,480 $227K
Golden Road Advisors LLC 0.13% New 3,477 $227K
Foundry Financial Group, Inc. 0.12% Reduce -22.8% 3,473 $227K
Bcwm, LLC 0.07% New 3,469 $226K
Paradigm, Strategies in Wealth Management, LLC 0.14% Add +0.3% 3,460 $226K
Detalus Advisors, LLC 0.06% Reduce -12.0% 3,460 $226K
Brogan Financial, Inc. 0.10% Add +0.3% 3,460 $226K
Darrow Company, Inc. 0.10% No change 3,478 $225K
Goldstone Financial Group, LLC 0.03% New 3,448 $225K
Nixon Peabody Trust Co. 0.02% No change 3,442 $225K
Verum Partners LLC 0.05% Add +0.1% 3,436 $224K
Annex Advisory Services, LLC 0.00% Reduce -7.5% 3,430 $224K
Fiduciary Financial Group, LLC 0.04% Reduce -4.5% 3,418 $223K
Leelyn Smith, LLC 0.03% No change 3,402 $222K
Thor Investment Management Inc. /Oh/ 0.13% No change 3,400 $222K
SYM FINANCIAL Corp 0.02% Reduce -4.1% 3,385 $221K
SMART Wealth LLC 0.08% Reduce -10.1% 3,377 $220K
Aull & Monroe Investment Management Corp 0.11% No change 3,375 $220K
Palisades Hudson Asset Management, L.P. 0.08% Add +0.1% 3,373 $220K
Rosenberg Matthew Hamilton 0.05% Reduce -29.2% 3,370 $220K
Reston Wealth Management LLC 0.07% Add +0.3% 3,357 $219K
F&V Capital Management, LLC 0.05% No change 3,350 $219K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.3% 3,354 $219K
Legacy Financial Group, Inc. 0.06% Add +0.3% 3,350 $219K
CM Wealth Advisors LLC 0.06% New 3,350 $219K
Focused Wealth Management, Inc 0.02% Reduce -14.1% 3,350 $219K
Wealth Preservation Advisors, LLC 0.13% No change 3,347 $218K
Capital Insight Partners, LLC 0.04% No change 3,345 $218K
Wealth Architects, LLC 0.02% No change 3,340 $218K
Strategic Financial Planning, Inc. 0.13% Reduce -0.0% 3,338 $218K
White Pine Capital LLC 0.06% No change 3,335 $218K
TCP Asset Management, LLC 0.04% Reduce -0.9% 3,325 $217K
Investor's Fiduciary Advisor Network, LLC 0.07% Reduce -1.2% 3,322 $216K
LeClair Wealth Partners LLC 0.13% Reduce -0.4% 3,309 $216K
Strategic Wealth Investment Group, LLC 0.02% New 3,309 $216K
Heritage Financial Services, LLC 0.02% New 3,301 $215K
Roehl & Yi Investment Advisors, LLC 0.09% No change 3,300 $215K
Frazier Financial Advisors, LLC 0.13% Reduce -4.1% 3,298 $215K
Emergent Wealth Advisors, LLC 0.12% Add +0.3% 3,295 $215K
Fiduciary Family Office, LLC 0.06% No change 3,275 $214K
Sageworth Trust Co of South Dakota 0.20% No change 3,273 $214K
Financial Symmetry Inc 0.10% Reduce -0.1% 3,268 $213K
HRT Financial LP 0.00% Reduce -92.3% 3,257 $212K
Accelerate Investment Advisors LLC 0.14% Reduce -6.8% 3,239 $211K
Inscription Capital, LLC 0.02% New 3,232 $211K
Monograph Wealth Advisors, LLC 0.02% No change 3,231 $211K
Denver PWM, LLC 0.07% No change 3,398 $211K
Andrews, Lucia Wealth Management LLC 0.13% No change 3,227 $211K
Asio Capital, LLC 0.03% Reduce -14.4% 3,215 $210K
Freedom Day Solutions, LLC 0.06% New 3,210 $209K
Heritage Wealth Management, Inc. 0.06% Reduce -7.1% 3,208 $209K
Clayton Financial Group LLC 0.15% New 3,201 $209K
Pinnacle Wealth Management Group, Inc. 0.11% Reduce -68.1% 3,199 $209K
Cyndeo Wealth Partners, LLC 0.01% New 3,196 $209K
Cornerstone Advisory, LLC 0.02% New 3,193 $208K
Woodard & Co. Asset Management Group Inc. 0.03% No change 3,185 $208K
Client 1ST Advisory Group, LLC 0.07% Reduce -2.3% 3,163 $206K
Riggs Asset Managment Co. Inc. 0.04% Reduce -22.6% 3,156 $206K
Heritage Investment Group, Inc. 0.03% New 3,156 $206K
N.E.W. Advisory Services LLC 0.02% Add +14.1% 3,144 $205K
Stablepoint Partners, LLC 0.03% Reduce -4.4% 3,129 $204K
Aspire Growth Partners LLC 0.15% New 3,123 $204K
Southern Capital Advisors, LLC 0.10% New 3,120 $204K
Lazari Capital Management, Inc. 0.07% New 3,084 $201K
Team Hewins, LLC 0.07% New 3,084 $201K
Vista Capital Partners, Inc. 0.02% New 3,078 $201K
Wilkins Investment Counsel Inc. 0.03% New 3,075 $201K
Wharton Business Group, LLC 0.01% New 3,075 $201K
Mattern Wealth Management LLC 0.04% New 3,073 $201K
Kassira Wealth Management LLC 0.19% — 3,070 $200K
InTrack Investment Management Inc 0.12% New 3,070 $200K
Americana Partners, LLC 0.01% New 3,065 $200K
Schroder Investment Management Group 0.00% No change 3,050 $199K
Sittner & Nelson, LLC 0.07% No change 3,021 $197K
one8zero8, LLC 0.04% No change 2,980 $194K
Lavaca Capital LLC 0.04% No change 2,975 $194K
Seneschal Advisors, LLC 0.14% New 2,950 $193K
Marquette Asset Management, LLC 0.03% Reduce -13.4% 2,941 $192K
Caitlin John, LLC 0.13% New 2,802 $183K
First United Bank & Trust 0.06% Add +22.6% 2,715 $177K
Eukles Asset Management 0.07% No change 2,685 $175K
Tanglewood Legacy Advisors, LLC 0.07% No change 2,635 $172K
Midwest Capital Advisors, LLC 0.08% Add +0.3% 2,617 $171K
Turning Point Benefit Group, Inc. 0.10% New 2,588 $169K
Provident Wealth Management, LLC 0.05% Reduce -3.9% 2,567 $168K
Evolution Wealth Management Inc. 0.17% Reduce -0.8% 2,520 $164K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -15.3% 2,518 $164K
Jackson, Grant Investment Advisers, Inc. 0.05% New 2,500 $163K
Steph & Co. 0.05% No change 2,463 $161K
Hantz Financial Services, Inc. 0.00% Add +3.1% 2,458 $160K
Perkins Coie Trust Co 0.03% No change 2,450 $160K
WealthCollab, LLC 0.07% No change 2,420 $158K
SRH Advisors, LLC 0.05% No change 2,410 $157K
Sage Mountain Advisors LLC 0.01% Add +17.5% 2,385 $156K
Barrett & Company, Inc. 0.05% No change 2,385 $156K
Ramirez Asset Management, Inc. 0.02% No change 2,375 $155K
Cherry Tree Wealth Management, LLC 0.03% No change 2,360 $154K
Roble, Belko & Company, Inc 0.02% Add +0.1% 2,327 $152K
Piscataqua Savings Bank 0.12% Reduce -15.9% 2,295 $150K
Pillar Financial Advisors, LLC 0.09% No change 2,285 $149K
Kimelman & Baird, LLC 0.01% No change 2,250 $147K
Keystone Financial Group, Inc. 0.08% No change 2,158 $141K
Reyes Financial Architecture, Inc. 0.10% No change 2,155 $141K
Dunhill Financial, LLC 0.05% Add +39.0% 2,144 $140K
Woodside Wealth Management LLC 0.11% No change 2,125 $139K
Webster Bank, N. A. 0.01% No change 2,100 $137K
Cornerstone Planning Group LLC 0.02% Add +0.3% 2,116 $137K
Copia Wealth Management 0.10% No change 2,055 $134K
First Financial Corp. 0.05% Reduce -1.4% 2,054 $134K
Resources Management Corp. /CT/ 0.02% No change 2,055 $134K
Hara Capital LLC 0.08% No change 2,050 $134K
MTM Investment Management, LLC 0.04% No change 2,035 $133K
Curio Wealth, LLC 0.05% Add +5.0% 2,017 $132K
Morling Financial Advisors, LLC 0.04% No change 2,011 $131K
Delos Wealth Advisors, LLC 0.09% No change 2,000 $131K
TruNorth Capital Management, LLC 0.03% Add +40.4% 1,983 $129K
Hughes Financial Services, LLC 0.02% Reduce -3.0% 1,980 $129K
C M Bidwell & Associates Ltd. 0.06% No change 1,980 $129K
Bell Investment Advisors, Inc 0.02% Add +77.9% 1,948 $127K
Measured Wealth Private Client Group, LLC 0.03% New 1,855 $121K
Y.D. More Investments Ltd 0.01% No change 1,845 $120K
SBI Securities Co., Ltd. 0.00% Reduce -3.4% 1,802 $118K
Elevation Wealth Partners, LLC 0.04% Reduce -6.4% 1,771 $116K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 1,750 $114K
3Chopt Investment Partners, LLC 0.03% Reduce -4.9% 1,745 $114K
Register Financial Advisors LLC 0.04% Reduce -16.0% 1,734 $113K
Financial Gravity Asset Management, Inc. 0.02% — 1,726 $113K
AllSquare Wealth Management LLC 0.06% No change 1,700 $111K
Silicon Valley Capital Partners 0.01% Reduce -35.6% 1,697 $111K
JDM Financial Group LLC 0.05% No change 1,695 $111K
Hoese & Co LLP 0.08% No change 1,675 $109K
Toth Financial Advisory Corp. 0.01% No change 1,658 $108K
Tidemark, LLC 0.03% Add +0.7% 1,627 $106K
Darwin Wealth Management, LLC 0.03% New 1,625 $106K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -8.7% 1,620 $105K
Elgethun Capital Management 0.02% Reduce -39.5% 1,602 $105K
Strengthening Families & Communities, LLC 0.02% New 1,575 $103K
Rothschild Investment LLC 0.01% No change 1,575 $103K
S&T Bank 0.03% No change 1,571 $103K
BankPlus Trust Department 0.03% No change 1,532 $100K
Mendota Financial Group, LLC 0.07% No change 1,475 $96K
WFA Asset Management Corp 0.05% No change 1,496 $93K
Abich Financial Wealth Management LLC 0.03% — 1,416 $92K
Redwood Park Advisors LLC 0.07% Add +0.3% 1,409 $92K
Integrity Financial Corp 0.04% Add +78.5% 1,383 $90K
Lowe Wealth Advisors, LLC 0.03% No change 1,361 $89K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -13.8% 1,356 $88K
Harbor Asset Planning, Inc. 0.08% Add +0.3% 1,335 $87K
Westside Investment Management, Inc. 0.01% Add +4.4% 1,311 $86K
Founders Capital Management 0.04% Add +0.1% 1,281 $84K
Advantage Trust Co 0.04% No change 1,255 $82K
Promus Capital, LLC 0.05% No change 1,222 $80K
Gables Capital Management Inc. 0.03% Reduce -25.1% 1,195 $78K
West Oak Capital, LLC 0.04% No change 1,150 $75K
Kiker Wealth Management, LLC 0.04% Reduce -2.5% 1,136 $74K
Blume Capital Management, Inc. 0.01% No change 1,065 $70K
Coston, McIsaac & Partners 0.02% No change 1,058 $69K
Compass Financial Services Inc 0.03% Add +4.9% 1,048 $68K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -1.1% 1,048 $68K
Flagship Wealth Advisors, LLC 0.02% No change 1,030 $67K
Graney & King, LLC 0.05% Add +0.3% 1,023 $67K
Strategic Wealth Partners, Ltd. 0.01% No change 1,022 $67K
Beaird Harris Wealth Management, LLC 0.00% Add +2.7% 1,017 $66K
Cetera Trust Company, N.A 0.04% No change 1,000 $65K
Trust Co 0.01% Reduce -45.8% 970 $63K
Nalls Sherbakoff Group, LLC 0.04% Add +0.3% 968 $63K
Evelyn Partners Asset Management Ltd 0.01% New 960 $63K
Dynamic Wealth Strategies, LLC 0.04% No change 950 $62K
Ballast Advisors LLC 0.02% No change 940 $61K
Tucker Asset Management LLC 0.02% Reduce -7.9% 932 $61K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 898 $59K
Breakwater Investment Management 0.02% No change 895 $58K
Pin Oak Investment Advisors Inc. 0.04% Reduce -94.3% 809 $53K
Aventura Private Wealth, LLC 0.02% No change 791 $52K
Roxbury Financial LLC 0.05% Reduce -3.0% 779 $51K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.10% Reduce -96.2% 770 $50K
Cape Investment Advisory, Inc. 0.05% No change 750 $49K
Smallwood Wealth Investment Management, LLC 0.03% No change 750 $49K
Keener Financial Planning LLC 0.02% Reduce -11.4% 735 $47K
NFSG Corp 0.01% Add +0.3% 697 $46K
Access Investment Management LLC 0.01% No change 675 $44K
Delta Asset Management LLC 0.00% No change 665 $43K
Vermillion Wealth Management, Inc. 0.01% Add +2.5% 665 $43K
LRI Investments, LLC 0.00% No change 652 $43K
True Wealth Design, LLC 0.01% No change 625 $41K
Mark Sheptoff Financial Planning, LLC 0.02% No change 607 $40K
Pathway Financial Advisers, LLC 0.01% New 593 $39K
Rock Creek Group LLC 0.00% Reduce -58.3% 587 $38K
North Capital, Inc. 0.03% Add +133.1% 571 $37K
Evolution Advisers, Inc. 0.02% No change 565 $37K
American Capital Advisory, LLC 0.02% No change 562 $37K
Elevate Wealth Advisory, Inc. 0.03% No change 540 $35K
New Millennium Group LLC 0.02% Add +72.1% 537 $35K
Truvestments Capital LLC 0.01% Reduce -6.1% 537 $35K
Kelleher Financial Advisors 0.01% Reduce -93.6% 525 $34K
Legacies Wealth LLC 0.02% No change 500 $33K
Bellevue Asset Management, LLC 0.01% No change 500 $33K
Pflug Koory, LLC 0.01% Add +0.2% 476 $31K
Davis Capital Management 0.02% — 465 $30K
Covestor Ltd 0.02% Add +19.7% 456 $30K
Minot DeBlois Advisors LLC 0.03% No change 435 $28K
DecisionPoint Financial, LLC 0.01% No change 420 $28K
Quest 10 Wealth Builders, Inc. 0.03% Add +4.5% 417 $27K
Vermillion & White Wealth Management Group, LLC 0.02% No change 407 $27K
Strategic Investment Solutions, Inc. 0.01% No change 405 $26K
Investors Research Corp 0.00% No change 405 $26K
Realta Investment Advisors 0.01% Reduce -24.9% 396 $26K
West Branch Capital LLC 0.01% No change 390 $25K
Evergreen Private Wealth LLC 0.01% No change 378 $25K
Cloud Capital Management, LLC 0.01% New 375 $24K
Financial Consulate, Inc. 0.00% New 365 $24K
Stephens Consulting, LLC 0.01% Reduce -96.8% 360 $23K
Strategic Advocates LLC 0.01% New 359 $23K
Wiser Advisor Group LLC 0.03% New 356 $23K
Clarity Asset Management, Inc. 0.01% Add +0.3% 356 $23K
Raleigh Capital Management Inc. 0.01% Add +37.8% 321 $21K
POM Investment Strategies, LLC 0.01% New 309 $20K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -18.6% 298 $19K
MGB Wealth Management, LLC 0.01% No change 294 $19K
VSM Wealth Advisory, LLC 0.01% No change 290 $19K
Signature Resources Capital Management, LLC 0.01% No change 284 $19K
Financial Network Wealth Advisors LLC 0.02% Add +4.5% 277 $18K
Hurley Capital, LLC 0.01% Add +0.4% 266 $17K
Cedar Wealth Management, LLC 0.01% No change 262 $17K
Pineridge Advisors LLC 0.00% No change 262 $17K
Peterson Wealth Services 0.00% Reduce -46.1% 140 $17K
Kozak & Associates, Inc. 0.00% No change 255 $16K
Kilter Group LLC 0.01% Reduce -22.4% 235 $15K
Aristotle Capital Boston, LLC 0.00% Reduce -54.5% 230 $15K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 230 $15K
Front Row Advisors LLC 0.01% No change 230 $15K
Caldwell Sutter Capital, Inc. 0.01% No change 220 $14K
PFS Partners, LLC 0.01% No change 211 $14K
Cornerstone National Bank & Trust Co 0.01% No change 200 $13K
Painted Porch Advisors LLC 0.00% Reduce -40.3% 185 $12K
Grand Wealth Management, LLC 0.01% No change 180 $12K
Cheviot Value Management, LLC 0.00% No change 178 $12K
Kennebec Savings Bank 0.01% No change 170 $11K
Heritage Wealth Advisors 0.00% New 165 $11K
Maryland Capital Advisors Inc. 0.00% No change 162 $11K
Affinity Wealth LLC 0.01% New 162 $11K
Catherine Avery Investment Management LLC 0.01% No change 155 $10K
Gleason Group, Inc. 0.00% Add +0.7% 153 $10K
Manning & Napier Advisors LLC 0.00% New 145 $9K
WPG Advisers, LLC 0.01% No change 141 $9K
Byrne Asset Management LLC 0.01% No change 125 $8K
First Community Trust NA 0.01% New 121 $8K
Prudent Man Investment Management, Inc. 0.00% No change 115 $7K
BTG Pactual Asset Management US LLC 0.00% No change 105 $7K
Game Plan Financial Advisors, LLC 0.00% No change 90 $6K
Highline Wealth Partners LLC 0.00% Add +1.3% 77 $5K
Comprehensive Financial Planning, Inc. 0.00% Reduce -50.0% 75 $5K
Howe & Rusling Inc. 0.00% Reduce -1.5% 65 $4K
Ulland Investment Advisors, LLC 0.00% New 65 $4K
Dogwood Wealth Management LLC 0.00% No change 60 $4K
Financial Freedom, LLC 0.00% No change 58 $4K
IMG Wealth Management, Inc. 0.00% New 55 $4K
Nova Wealth Management, Inc. 0.00% Reduce -85.1% 51 $3K
Morse Asset Management, Inc 0.00% Add +370.0% 47 $3K
Hager Investment Management Services, LLC 0.00% No change 35 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 30 $2K
Logan Capital Management Inc. 0.00% No change 25 $2K
Atlantic Private Wealth, LLC 0.00% No change 21 $1K
Bridge Generations Wealth Management LLC 0.00% No change 20 $1K
Valued Wealth Advisors LLC 0.00% No change 20 $1K
Gould Capital, LLC 0.00% No change 16 $1K
Decker Retirement Planning Inc. 0.00% New 9 $587
Luminist Capital LLC 0.00% No change 5 $327
REAP Financial Group, LLC 0.00% Reduce -100.0% 1 $47

"% 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.