iShares Core S&P Midcap ETFIJHETF

13F holders, Q4 2025 (December 31)
2,649holders +196
100new positions
62sold out
6famous investors
$65.98avg. 13F price*

At the end of Q4 2025, 2,649 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 196 from Q3 2025. 100 opened new positions and 62 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.2B), Bank of America Corp. ($4.6B) and Bank of New York Mellon Corp ($3.9B). 6 famous investors held it, including Jeff Smith (6.6% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions100$200.7M
Exits62$85.5M

All 13F filers, Q3 2025 → Q4 2025: 47,131,226 shares bought and 24,901,645 shares sold, net +22,229,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,649 holders

Northwestern Mutual Wealth Management Co. 5.21% Add +1.8% 124,791,222 $8.2B
Bank of America Corp. 0.33% Add +1.7% 69,097,876 $4.6B
Bank of New York Mellon Corp 0.68% Add +5.4% 58,545,723 $3.9B
Wells Fargo & Company 0.68% Reduce -0.3% 52,370,849 $3.5B
FMR LLC 0.16% Add +14.8% 47,714,343 $3.1B
Morgan Stanley 0.15% Reduce -0.1% 36,986,458 $2.4B
Raymond James Financial Inc. 0.74% Reduce -7.3% 35,824,382 $2.4B
Envestnet Asset Management Inc. 0.67% Reduce -1.0% 34,200,178 $2.3B
Goldman Sachs Group Inc. 0.28% Add +4.3% 29,556,481 $2.0B
LPL Financial LLC 0.53% Add +5.1% 29,123,810 $1.9B
BlackRock, Inc. 0.03% Add +4.9% 26,691,520 $1.8B
Royal Bank of Canada 0.29% Add +6.2% 25,229,492 $1.7B
Northern Trust Corp. 0.20% Add +1.1% 23,466,166 $1.5B
UBS Group AG 0.30% Add +0.1% 23,117,303 $1.5B
JPMorgan Chase & Co. 0.07% Reduce -1.1% 16,208,217 $1.1B
First Command Advisory Services, Inc. 7.21% Add +1.5% 15,669,801 $1.0B
PNC Financial Services Group, Inc. 0.56% Reduce -0.1% 15,612,476 $1.0B
Mariner, LLC 1.18% Add +4.8% 15,042,290 $992.8M
Acorns Advisers, LLC 6.76% Add +4.1% 13,652,129 $901.0M
Northwestern Mutual Investment Management Company, LLC 8.62% Add +11.9% 11,197,934 $739.1M
Regions Financial Corp. 4.21% Add +5.6% 9,971,281 $658.1M
Truist Financial Corp. 0.82% Reduce -1.7% 9,267,499 $611.7M
Keybank National Association 2.14% Reduce -2.6% 9,057,211 $597.8M
Ameriprise Financial Inc. 0.13% Reduce -0.7% 8,900,725 $587.5M
Financial Engines Advisors L.L.C. 1.03% Reduce -0.9% 8,223,783 $542.8M
HighTower Advisors, LLC 0.57% Add +1.5% 7,881,074 $520.2M
Millburn Ridgefield LLC 12.25% Reduce -0.6% 7,792,453 $514.3M
Catalyst Capital Advisors LLC 10.57% Reduce -0.6% 7,792,453 $514.3M
Wealthspire Advisors, LLC 4.01% Reduce -48.8% 7,642,952 $504.4M
&partners 2.42% Add +7.0% 6,993,740 $463.0M
Pathstone Holdings, LLC 1.78% Add +0.5% 7,006,604 $462.5M
Jones Financial Companies LLLP 0.27% Add +11.1% 6,827,466 $450.7M
Bank of Montreal 0.18% Add +0.4% 6,595,206 $435.3M
Bridges Investment Management Inc. 5.04% Add +35.4% 6,015,226 $397.0M
MAI Capital Management 2.07% Add +2.1% 5,429,206 $358.3M
Alesco Advisors, LLC, An ESL Co 9.17% Add +0.5% 5,372,551 $354.6M
Starboard Value 6.56% No change 5,250,656 $346.5M
Commonwealth Equity Services, LLC 0.46% Reduce -10.8% 5,170,837 $341.3M
Cerity Partners LLC 0.49% Add +2.2% 5,102,306 $336.8M
US Bancorp \de 0.39% Reduce -1.7% 5,088,696 $335.9M
Corient Private Wealth LP 0.44% Add +41.0% 4,869,460 $321.5M
Creative Planning 0.22% Reduce -0.6% 4,760,563 $314.2M
Fifth Third Bancorp 0.98% Reduce -0.2% 4,680,367 $308.9M
Circle Wealth Management, LLC 4.69% Add +8.8% 4,614,881 $304.6M
Municipal Employees' Retirement System of Michigan 3.43% Add +0.9% 4,596,783 $303.4M
Cetera Investment Advisers 0.26% Add +6.7% 3,631,061 $239.7M
Davis R M Inc. 4.06% Add +10.7% 3,569,736 $235.6M
Baird Financial Group, Inc. 0.36% Add +0.4% 3,465,910 $228.8M
MML Investors Services, LLC 0.53% Add +9.0% 3,309,147 $218.4M
Valeo Financial Advisors, LLC 4.76% Reduce -9.5% 3,346,008 $214.0M
Franklin Resources Inc. 0.05% Add +5.0% 3,172,308 $209.4M
Steward Partners Investment Advisory, LLC 1.11% Add +6.0% 3,079,521 $203.2M
Citizens Financial Group Inc. 2.68% Reduce -3.8% 3,032,779 $200.2M
First Financial Bankshares Inc 3.88% Add +4.8% 2,920,753 $192.8M
Rockefeller Capital Management L.P. 0.34% Add +20.3% 2,888,646 $190.7M
Osaic Holdings, Inc. 0.28% Reduce -2.4% 2,860,883 $188.9M
Comerica Bank 0.73% Reduce -0.2% 2,775,837 $183.2M
Wealth Enhancement Advisory Services, LLC 0.24% Reduce -2.0% 2,550,909 $175.5M
Haverford Trust Co 1.52% Add +0.5% 2,585,227 $170.6M
BLB&B Advisors, LLC 6.87% Add +6.4% 2,491,663 $164.4M
Stifel Financial Corp. 0.15% Add +3.3% 2,479,082 $163.6M
Atlantic Union Bankshares Corp 3.03% Reduce -1.3% 2,448,134 $161.6M
Focus Partners Wealth 0.18% Add +20.6% 2,416,210 $159.5M
Captrust Financial Advisors 0.29% Add +4.0% 2,327,527 $153.6M
Sand Hill Global Advisors, LLC 5.26% Add +1.0% 2,283,286 $150.7M
Mercer Global Advisors Inc. 0.23% Reduce -1.2% 2,275,104 $149.9M
Alaska Permanent Capital Management, LLC 11.10% Reduce -3.3% 2,220,425 $146.6M
Members Trust Co 4.66% Add +0.1% 2,164,597 $142.9M
Cresset Asset Management, LLC 0.59% Add +1.3% 2,110,354 $139.3M
Sigma Investment Counselors Inc. 6.83% Reduce -0.9% 2,035,302 $134.3M
Cahaba Wealth Management, Inc. 9.00% Add +4.6% 1,958,248 $129.2M
Whittier Trust Co. 1.36% Add +0.5% 1,820,410 $125.2M
SWF LLC 12.47% No change 1,868,846 $123.3M
Bleakley Financial Group, LLC 2.12% Add +488.5% 1,850,827 $122.2M
Connecticut Wealth Management, LLC 5.28% Reduce -2.4% 1,840,661 $121.5M
Farmers & Merchants Investments Inc. 3.34% Add +3.4% 1,832,117 $120.9M
UMB Bank, n.a. 1.60% Reduce -4.8% 1,820,602 $120.2M
Hamilton Capital, LLC 5.99% — 1,815,813 $119.8M
Fiduciary Trust Co 1.35% Reduce -1.6% 1,804,699 $119.1M
Badgley Phelps Wealth Managers, LLC 2.16% Add +4.5% 1,787,803 $118.0M
Acropolis Investment Management, LLC 5.12% Add +2.2% 1,725,917 $113.9M
Moneta Group Investment Advisors LLC 0.86% Add +0.9% 1,722,738 $113.7M
Bokf, NA 1.69% Reduce -0.5% 1,676,690 $110.7M
Greenleaf Trust 0.99% Reduce -27.3% 1,644,259 $108.5M
Bessemer Group Inc. 0.17% Add +15.6% 1,635,791 $108.0M
Linscomb Wealth, Inc. 4.47% Add +1.5% 1,614,065 $106.5M
Flputnam Investment Management Co. 1.54% Reduce -2.0% 1,602,356 $105.8M
AlTi Global, Inc. 2.27% Reduce -12.4% 1,600,683 $105.6M
Lutz Financial Services LLC 7.08% Add +6.0% 1,578,398 $104.2M
First Interstate Bank 5.37% Add +1.3% 1,517,564 $100.2M
Klingman & Associates, LLC 4.82% Add +4.7% 1,512,766 $99.8M
Chandler Asset Management, Inc. 15.41% Add +4.3% 1,475,728 $97.4M
Constellation Investments, Inc. 2.89% Reduce -5.7% 1,420,000 $93.7M
Ally Invest Advisors Inc. 6.46% Add +3.1% 1,417,770 $93.6M
Sage Financial Group Inc. 6.17% Add +2.8% 1,412,434 $93.2M
Accredited Investors Inc. 4.95% Reduce -14.4% 1,412,318 $93.2M
M&T Bank Corp 0.30% Reduce -3.0% 1,398,363 $92.3M
Lee Financial Co 12.44% Add +2.3% 1,395,429 $92.1M
State Street Corp. 0.00% Reduce -3.6% 1,370,999 $90.5M
Legacy Wealth Management, LLC 5.13% Reduce -1.9% 1,349,996 $89.1M
Equitable Holdings, Inc. 0.61% Add +7.2% 1,344,695 $88.7M
Nisa Investment Advisors, LLC 0.29% New 1,318,017 $87.0M
Planning Alternatives Ltd. 10.58% Add +0.4% 1,273,105 $84.0M
Harbour Investments, Inc. 1.68% Reduce -1.0% 1,254,237 $82.8M
BOK Financial Private Wealth, Inc. 5.00% Reduce -2.1% 1,238,582 $81.7M
RKL Wealth Management LLC 6.69% Reduce -0.5% 1,235,649 $81.6M
Janney Montgomery Scott LLC 0.18% Add +0.2% 1,216,160 $80.3M
Whittier Trust Co. of Nevada Inc. 1.66% Add +0.5% 1,163,881 $80.0M
FIL Ltd 0.06% Reduce -17.4% 1,209,798 $79.8M
Alliancebernstein L.P. 0.02% Add +4.0% 1,193,498 $78.8M
Alaska Wealth Advisors, LLC 9.88% Add +2.4% 1,175,780 $77.6M
Coldstream Capital Management Inc. 1.01% Add +9.5% 1,173,446 $77.4M
Ballentine Partners, LLC 1.09% Add +0.2% 1,173,220 $77.4M
Cambridge Investment Research Advisors, Inc. 0.20% Add +5.3% 1,146,465 $75.7M
Leonard Rickey Investment Advisors P.L.L.C. 13.61% Add +0.1% 1,140,376 $75.3M
RMR Wealth Builders 5.99% Reduce -21.8% 1,134,512 $74.9M
Goelzer Investment Management, Inc. 3.43% Add +1.1% 1,121,755 $74.0M
Tiaa Trust, National Association 0.18% Add +0.8% 1,116,193 $73.7M
Pine Ridge Advisers LLC 4.95% Add +21.0% 1,088,350 $71.8M
Avidian Wealth Enterprises, LLC 2.57% Add +2.8% 1,069,417 $70.6M
Stratos Wealth Partners, LTD. 0.80% Reduce -4.8% 1,068,771 $70.5M
Axxcess Wealth Management, LLC 1.24% Add +13.2% 1,049,797 $69.3M
Destination Wealth Management 1.80% Add +0.7% 1,043,354 $68.9M
State of Michigan Retirement System 0.33% Reduce -19.3% 1,034,810 $68.3M
MCF Advisors LLC 3.70% Add +1.8% 1,014,946 $67.0M
Tarbox Family Office, Inc. 10.61% Reduce -7.8% 999,524 $66.0M
Zions Bancorporation, National Association 3.03% Add +0.7% 992,676 $65.5M
Kestra Advisory Services, LLC 0.27% Add +15.0% 981,437 $64.8M
Arkansas Financial Group, Inc. 9.34% Reduce -6.8% 981,070 $64.8M
Cape Cod Five Cents Savings Bank 5.90% No change 1,033,266 $64.4M
Bangor Savings Bank 5.12% Reduce -2.3% 965,131 $63.7M
Chicago Partners Investment Group LLC 1.57% Add +0.8% 912,621 $63.6M
Private Advisor Group, LLC 0.29% Reduce -7.7% 949,241 $62.6M
Manufacturers Life Insurance Company, The 0.05% Add +1.4% 944,643 $62.3M
Clearstead Advisors, LLC 0.78% Reduce -0.4% 941,372 $62.1M
Crewe Advisors LLC 5.44% Add +3.2% 930,710 $61.4M
Lido Advisors, LLC 0.24% Reduce -0.6% 922,125 $60.6M
Capital Asset Advisory Services LLC 2.41% Add +4.3% 872,166 $60.0M
CKW Financial Group 6.48% Reduce -0.1% 905,871 $59.8M
Voya Investment Management LLC 0.07% Reduce -29.6% 904,066 $59.7M
Valmark Advisers, Inc. 0.73% Reduce -2.0% 901,518 $59.5M
Consolidated Portfolio Review Corp 5.13% Add +2208.5% 899,150 $59.3M
Charter Capital Management, LLC\DE 30.22% Add +2.2% 886,744 $58.5M
Waverly Advisors, LLC 0.47% Reduce -2.1% 882,128 $58.2M
MBL Wealth, LLC 4.59% Add +4.2% 867,419 $57.2M
Bartlett & Co. Wealth Management LLC 0.74% Add +5.8% 859,610 $56.7M
West Paces Advisors Inc. 10.81% Reduce -0.6% 847,139 $55.9M
Summit Financial Strategies, Inc. 4.58% Add +12.0% 844,176 $55.7M
Private Wealth Asset Management, LLC 6.05% Add +0.6% 843,199 $55.7M
Arrow Financial Corp 5.46% Reduce -4.1% 830,319 $54.8M
Truefg, LLC 14.70% Add +1.5% 830,208 $54.8M
Red Cedar Investment Management, LLC 5.89% Add +0.2% 825,605 $54.5M
JNBA Financial Advisors 4.72% Add +4.6% 819,258 $54.1M
Magnus Financial Group LLC 4.12% Add +0.3% 814,807 $53.8M
Fifth Third Wealth Advisors LLC 1.88% Reduce -4.1% 812,721 $53.6M
Modera Wealth Management, LLC 0.61% Reduce -2.7% 798,240 $52.7M
London Co. of Virginia 0.30% Add +246.2% 789,943 $52.1M
HSBC Holdings PLC 0.03% Add +4169.6% 788,636 $52.1M
Wealthquest Corp 3.93% Add +1.9% 787,684 $52.0M
Resonant Capital Advisors, LLC 2.80% Add +4.0% 771,777 $50.9M
Hancock Whitney Corp. 0.92% Add +2.2% 769,235 $50.8M
Apollon Wealth Management, LLC 0.88% Reduce -0.3% 768,240 $50.7M
Portland Global Advisors LLC 5.34% Add +3.6% 753,414 $49.7M
Phillips Financial Management, LLC 3.16% Reduce -3.9% 743,837 $49.1M
HORAN Wealth, LLC 7.44% Add +3.0% 733,736 $48.4M
MassMutual Private Wealth & Trust, FSB 1.25% Reduce -2.5% 733,330 $48.4M
Natixis Advisors, LLC 0.07% Add +9.5% 730,079 $48.2M
Quadrant Capital Group LLC 1.44% Add +4.6% 722,654 $47.7M
JFS Wealth Advisors, LLC 2.64% Add +2.2% 710,578 $46.9M
Single Point Partners, LLC 9.27% Add +1.0% 710,034 $46.9M
Midland Wealth Advisors, LLC 2.42% Add +19.4% 705,559 $46.6M
First Business Financial Services, Inc. 4.22% Reduce -1.1% 696,772 $46.0M
Grove Bank & Trust 5.17% Add +13.0% 696,313 $46.0M
Cwm, LLC 0.12% Add +1.7% 688,424 $45.4M
FORM Wealth Advisors, LLC 5.31% — 687,276 $45.4M
Bank of Nova Scotia 0.07% Reduce -35.7% 671,000 $44.3M
Journey Advisory Group, LLC 3.72% Reduce -2.1% 669,713 $44.2M
Intrust Bank NA 3.64% Add +3.1% 665,437 $43.9M
Nadler Financial Group, Inc. 4.07% Add +0.1% 663,824 $43.8M
Bank of Stockton 12.49% Reduce -7.2% 661,250 $43.6M
Oppenheimer & Co. Inc. 0.62% Add +2.2% 659,305 $43.5M
Fulton Breakefield Broenniman LLC 2.74% Reduce -0.3% 658,261 $43.4M
New England Professional Planning Group Inc. 18.17% Add +2.0% 656,798 $43.3M
MainStreet Investment Advisors LLC 6.21% Reduce -4.6% 654,846 $43.2M
Blair William & Co. 0.12% Add +0.3% 652,965 $43.1M
American Trust 3.61% Reduce -17.9% 650,123 $42.9M
Global Retirement Partners, LLC 0.76% Add +8.3% 649,474 $42.9M
Trilogy Capital Inc. 1.91% Reduce -17.2% 646,325 $42.7M
Capital Investment Advisors, LLC 0.64% Add +24.7% 635,386 $41.9M
RTD Financial Advisors, Inc. 5.06% Reduce -0.3% 628,682 $41.5M
Johnson Investment Counsel Inc. 0.34% Reduce -1.1% 625,871 $41.3M
Evermay Wealth Management LLC 4.54% Reduce -2.0% 612,609 $40.4M
Chesley Taft & Associates LLC 1.58% Add +1.3% 608,201 $40.1M
Sax Wealth Advisors, LLC 1.89% Add +0.0% 607,500 $40.1M
Lowe Brockenbrough & Co. Inc. 1.97% Add +3.3% 606,624 $40.0M
Litman Gregory Wealth Management LLC 2.92% Reduce -3.9% 604,315 $39.9M
Mason Street Advisors, LLC 3.90% New 289,860 $39.6M
SCS Capital Management LLC 0.42% Reduce -5.2% 593,542 $39.2M
Mesirow Financial Investment Management, Inc. 0.80% Reduce -19.8% 587,514 $38.8M
Human Investing LLC 5.43% Add +4.3% 582,099 $38.4M
Greenwood Gearhart LLC 2.11% Add +3.6% 581,243 $38.4M
Sequoia Financial Advisors, LLC 0.21% Add +7.1% 580,283 $38.3M
Allworth Financial LP 0.16% Reduce -1.7% 578,918 $38.2M
DT Investment Partners, LLC 3.15% Add +0.5% 575,596 $38.0M
Lazard Asset Management LLC 0.06% Reduce -1.4% 572,804 $37.8M
YHB Investment Advisors, Inc. 2.61% Add +18.4% 572,566 $37.8M
Pinnacle Financial Partners, Inc. 0.28% — 562,303 $37.1M
Beaumont Financial Advisors, LLC 2.44% Reduce -0.7% 561,189 $37.0M
Fiera Capital Corp 0.12% Reduce -11.2% 560,599 $37.0M
Diversified Trust Co. 0.68% Add +1.1% 560,290 $37.0M
CJM Wealth Advisers, Ltd. 10.97% Add +0.4% 555,652 $36.7M
United Capital Financial Advisors, LLC 0.22% Add +9.1% 554,057 $36.6M
CIBC Private Wealth Group LLC 0.06% Add +7.0% 547,485 $36.1M
Titleist Asset Management, LLC 2.89% Add +5.9% 542,268 $35.8M
FineMark National Bank & Trust 1.10% Add +8.2% 534,122 $35.3M
Voya Financial Advisors, Inc. 3.35% Reduce -5.8% 521,769 $34.9M
Hudock, Inc. 5.11% Add +0.7% 525,921 $34.7M
Concurrent Investment Advisors, LLC 0.40% Add +5.1% 524,840 $34.6M
Integrated Wealth Concepts LLC 0.41% Reduce -1.6% 522,007 $34.5M
BlueStem Wealth Partners, LLC 3.79% Add +4.0% 519,901 $34.3M
Pure Financial Advisors, LLC 0.51% Add +3.3% 519,658 $34.3M
Callan Family Office, LLC 0.72% Add +9.1% 509,471 $33.6M
Planning Project LLC 8.45% — 509,321 $33.6M
Envestnet Portfolio Solutions, Inc. 0.12% Add +3.9% 507,503 $33.5M
Beacon Pointe Advisors, LLC 0.24% Add +10.8% 507,147 $33.5M
Robinhood Asset Management, LLC 2.66% — 506,215 $33.4M
Westwood Holdings Group Inc. 0.27% Reduce -16.3% 499,914 $33.0M
Midwest Trust Co 0.41% Add +2.0% 498,686 $32.9M
Graves Light Lenhart Wealth, Inc. 3.46% Add +3.0% 494,475 $32.6M
Coastline Trust Co 3.07% Add +33.4% 494,326 $32.6M
Verde Capital Management 6.91% Add +4.0% 491,212 $32.4M
Urban Financial Advisory Corp 12.71% Add +3.3% 490,524 $32.4M
NewSquare Capital LLC 2.85% Reduce -18.8% 489,537 $32.3M
Bar Harbor Wealth Management 1.86% Add +1.3% 487,949 $32.2M
Leverty Financial Group, LLC 7.70% Add +1.8% 487,518 $32.2M
Courier Capital LLC 1.80% Add +3.6% 486,479 $32.1M
ESL Trust Services, LLC 6.15% Reduce -22.9% 485,148 $32.0M
EP Wealth Advisors, LLC 0.17% — 484,377 $32.0M
Forvis Mazars Wealth Advisors, LLC 0.60% Reduce -3.5% 481,821 $31.8M
Crestwood Advisors Group, LLC 0.53% Add +9.1% 477,997 $31.5M
Shoker Investment Counsel, Inc. 9.18% Add +0.6% 474,756 $31.3M
Drake & Associates, LLC 6.21% Add +10.5% 472,289 $31.2M
Stockman Wealth Management, Inc. 3.64% Add +7.6% 471,748 $31.1M
Vicus Capital 2.31% Reduce -30.2% 466,314 $30.8M
Thrivent Financial for Lutherans 0.06% Add +15.0% 463,624 $30.7M
Nations Financial Group Inc, /Ia/ 1.62% Add +8.1% 465,113 $30.7M
Jane Street Group, LLC 0.04% Add +51.0% 464,526 $30.7M
Old Second National Bank of Aurora 6.13% Reduce -0.4% 464,441 $30.7M
Farther Finance Advisors, LLC 0.33% Add +40.5% 460,086 $30.4M
Ashton Thomas Private Wealth, LLC 0.74% Add +3.9% 458,920 $30.3M
NewEdge Advisors, LLC 0.11% Add +7.3% 458,904 $30.3M
Brand Asset Management Group, Inc. 8.36% Add +5.9% 453,070 $29.9M
First Horizon Corp. 1.34% Add +8.9% 453,002 $29.9M
Vestmark Advisory Solutions, Inc. 0.40% Add +117.3% 452,892 $29.9M
Savant Capital, LLC 0.17% Add +0.2% 452,471 $29.9M
Advisory Services Network, LLC 0.41% Add +40.1% 443,722 $29.3M
Catalyst Financial Partners LLC 3.19% Reduce -2.5% 433,842 $28.6M
GenWealth Group, Inc. 4.87% Add +4.5% 415,644 $28.6M
Summit Financial, LLC 0.42% Reduce -1.7% 432,744 $28.6M
Johnson Financial Group, Inc. 1.07% Add +3.8% 431,722 $28.5M
Arkos Global Advisors 3.62% Add +2.6% 427,610 $28.2M
Arcataur Capital Management LLC 8.07% Reduce -0.6% 427,241 $28.2M
Retirement Systems of Alabama 0.09% No change 426,513 $28.1M
Randolph Co Inc 2.69% Add +0.2% 425,765 $28.1M
Ritter Daniher Financial Advisory LLC / DE 4.71% Reduce -1.0% 425,630 $28.1M
Wealth Advisory Solutions, LLC 6.53% Reduce -0.1% 424,197 $28.0M
Mullooly Asset Management, Inc. 10.20% Add +3.2% 422,431 $27.9M
Gladstone Institutional Advisory LLC 1.04% Add +2.1% 416,883 $27.5M
Trust Co. of Vermont 1.14% Add +7.8% 415,505 $27.4M
Caliber Wealth Management, LLC / KS 2.90% Add +8.6% 407,935 $26.9M
Investments & Financial Planning, LLC 14.34% Reduce -0.6% 404,791 $26.7M
Sanctuary Advisors, LLC 0.15% Add +1.4% 402,604 $26.6M
Financial Management Network Inc. 4.20% Add +0.3% 396,964 $26.6M
King Wealth Management Group 3.19% Add +1.1% 400,512 $26.4M
49 Wealth Management, LLC 2.15% Add +15.6% 400,466 $26.4M
Kanawha Capital Management LLC 1.82% Add +0.2% 400,328 $26.4M
Alps Advisors Inc. 0.15% Add +0.3% 396,432 $26.2M
1ST Source Bank 1.36% Add +3.2% 393,002 $25.9M
Journey Strategic Wealth LLC 0.67% Reduce -0.1% 386,047 $25.5M
Iowa State Bank 4.78% Add +0.7% 385,910 $25.5M
Twele Capital Management, Inc. 4.54% Add +2.5% 385,100 $25.4M
Ironwood Financial, llc 4.31% Add +1.5% 367,127 $25.4M
Fort Washington Investment Advisors Inc. 0.13% Add +3.8% 383,433 $25.3M
Bryant Woods Investment Advisors, LLC 9.81% Reduce -0.3% 383,427 $25.3M
Sagespring Wealth Partners, LLC 0.46% Reduce -5.5% 382,443 $25.2M
Sava Penzisko Drushtvo A.D. Skopje 8.13% No change 381,324 $25.2M
Kestra Private Wealth Services, LLC 0.31% Add +4.8% 381,272 $25.2M
LGL Partners, LLC 10.66% Reduce -2.2% 378,485 $25.0M
Rwa Wealth Partners, LLC 0.27% Add +32.7% 374,881 $24.7M
Texas Capital Bank Wealth Management Services Inc 1.42% Add +4.2% 373,184 $24.6M
Baron Silver Stevens Financial Advisors, LLC 3.55% Reduce -1.6% 372,397 $24.6M
Principal Financial Group Inc. 0.01% Add +34.5% 371,839 $24.5M
Salomon & Ludwin, LLC 2.16% Reduce -2.1% 360,221 $24.4M
Choreo, LLC 0.31% Reduce -8.3% 363,957 $24.3M
Apella Capital, LLC 0.48% Add +11.9% 366,904 $24.2M
Instrumental Wealth, LLC 14.43% Add +5.6% 333,936 $24.1M
West Financial Advisors, LLC 4.04% Reduce -2.1% 362,749 $23.9M
Sigma Planning Corp 0.66% Add +3.2% 362,261 $23.9M
Wilmington Savings Fund Society, FSB 0.56% Reduce -1.9% 360,552 $23.8M
NewEdge Wealth, LLC 0.27% Add +114.1% 359,696 $23.7M
Wealthspire Retirement, LLC 1.44% Add +3.5% 359,539 $23.7M
Argent Trust Co 0.81% Reduce -0.7% 359,400 $23.7M
Nan Fung Trinity (hk) Ltd. 1.88% No change 359,000 $23.7M
Serenus Wealth Advisors, LLC 4.59% Add +3.5% 358,886 $23.7M
Altus Wealth Management, LLC 10.20% Add +1.4% 358,366 $23.7M
Glenview Trust Co 0.36% Reduce -0.3% 352,104 $23.2M
Pinnacle Associates Ltd. 0.30% Reduce -0.6% 349,811 $23.1M
Well Done, LLC 3.45% Add +275.4% 349,562 $23.1M
Harbor Group, Inc. 3.45% Reduce -1.0% 349,202 $23.0M
LTG Capital LLC 17.92% Add +52.9% 348,362 $23.0M
Anb Bank 9.08% Reduce -0.5% 346,803 $22.9M
New York Life Investment Management LLC 0.20% Add +65.4% 345,255 $22.8M
D.A. Davidson & Co. 0.14% Reduce -15.3% 342,782 $22.6M
Brown Advisory Inc. 0.03% Add +2.2% 341,993 $22.6M
FSM Wealth Advisors, LLC 3.09% Add +3.7% 341,804 $22.6M
Valley Forge Investment Consultants Inc. Adv 6.53% Reduce -0.1% 339,995 $22.4M
Whitcomb & Hess, Inc. 5.29% Add +5.8% 323,502 $22.4M
Ameritas Advisory Services, LLC 0.84% Add +9.8% 339,773 $22.4M
Orin Green Financial, LLC 8.84% Add +2.0% 334,954 $22.1M
Rockland Trust Co. 0.87% Reduce -3.3% 334,156 $22.1M
Alpine Bank Wealth Management 3.11% Reduce -0.1% 333,214 $22.0M
Conning Inc. 0.77% No change 330,740 $21.8M
CGC Financial Services, LLC 5.83% Add +1.1% 330,345 $21.8M
Provida Pension Fund Administrator 0.38% No change 329,995 $21.8M
Glenmede Trust Co. NA 0.10% — 329,727 $21.8M
TD Private Client Wealth LLC 0.46% Reduce -3.7% 328,581 $21.7M
Professional Advisory Services Inc. 2.55% Add +0.3% 327,010 $21.6M
First Nebraska Trust Co 1.97% Add +12.3% 326,275 $21.5M
AlphaCore Capital LLC 0.48% Add +216.9% 325,662 $21.5M
Wealthcare Advisory Partners LLC 0.42% Add +0.7% 322,208 $21.3M
PACK Private Wealth, LLC 9.64% Add +3.5% 319,424 $21.1M
OneDigital Investment Advisors LLC 0.21% Reduce -14.9% 319,309 $21.1M
Peninsula Asset Management Inc. 10.79% Reduce -0.2% 318,460 $21.0M
Harbour Trust & Investment Management Co 2.13% Add +2.6% 316,862 $20.9M
WASHINGTON TRUST Co 0.68% Add +12.0% 315,902 $20.8M
Pinnacle Wealth Management Advisory Group, LLC 1.43% Add +0.3% 315,635 $20.8M
Montag A & Associates Inc. 0.95% Add +14.5% 315,450 $20.8M
Elevation Point Wealth Partners, LLC 1.00% Add +24.7% 314,867 $20.8M
Coyle Financial Counsel LLC 4.43% Add +8.2% 313,767 $20.7M
Covenant Partners, LLC 6.05% Add +674.6% 313,461 $20.7M
Lynch & Associates 3.91% Add +1.9% 313,152 $20.7M
AdvisorNet Financial, Inc 1.10% Add +15.0% 312,949 $20.7M
Allspring Global Investments Holdings, LLC 0.03% Reduce -0.7% 307,883 $20.6M
CFS Investment Advisory Services, LLC 1.50% Add +0.6% 311,785 $20.6M
Park Avenue Securities LLC 0.17% Add +3.3% 310,653 $20.5M
Crescent Grove Advisors, LLC 1.94% Add +3.1% 308,594 $20.4M
Cambridge Advisors Inc. 3.88% Add +4.5% 308,465 $20.4M
Presper Financial Architects, LLC 11.51% Add +1.8% 308,390 $20.4M
Bailard, Inc. 0.45% Reduce -32.1% 307,238 $20.3M
Meridian Management Co. 4.99% Add +7.1% 305,357 $20.2M
Hilltop Partners LLC 5.18% Add +257.6% 304,672 $20.1M
Atlanta Consulting Group Advisors, LLC 4.54% Add +4.7% 303,810 $20.1M
PKS Advisory Services, LLC 4.52% Reduce -1.2% 300,576 $19.8M
Evernest Financial Advisors, LLC 4.13% Add +2.6% 274,737 $19.7M
jvl associates llc 6.41% Reduce -1.4% 298,260 $19.7M
Soltis Investment Advisors LLC 1.30% Reduce -1.4% 298,133 $19.7M
Madison Asset Management, LLC 0.23% Add +7.7% 297,331 $19.6M
Newton One Investments LLC 5.79% Reduce -1.0% 297,156 $19.6M
Independent Financial Group, LLC 0.44% Add +1.3% 296,838 $19.6M
Asset Management Group, Inc. 3.15% Add +6.4% 294,865 $19.5M
Centerpoint Advisors, LLC 5.99% Reduce -1.1% 294,769 $19.5M
LCW Services, LLC 10.34% — 294,243 $19.4M
DHJJ Financial Advisors, Ltd. 6.43% Reduce -3.5% 293,483 $19.4M
Dynasty Wealth Management, LLC 0.19% Add +2.3% 293,295 $19.4M
McKinley Carter Wealth Services, Inc. 1.08% Reduce -20.1% 292,127 $19.3M
Brown Brothers Harriman & Co. 0.10% Add +1.8% 290,309 $19.2M
Burns J W & Co. Inc. 2.12% Add +1.1% 290,064 $19.1M
Smithfield Trust Co 0.84% Add +0.5% 289,301 $19.1M
Curi Capital, LLC 0.33% Add +4.9% 288,498 $19.0M
Walkner Condon Financial Advisors LLC 2.63% Add +25.0% 287,218 $19.0M
Smithbridge Asset Management Inc. 1.62% Add +101.1% 286,564 $18.9M
Trifecta Capital Advisors, LLC 2.79% Reduce -0.9% 286,110 $18.9M
Leavell Investment Management, Inc. 0.78% Reduce -1.7% 284,634 $18.8M
Avondale Wealth Management 9.62% Add +2.8% 283,468 $18.7M
Turtle Creek Wealth Advisors, LLC 1.46% Add +5.8% 280,904 $18.5M
IFG Advisors, LLC 3.08% Add +6.0% 280,395 $18.5M
Arkadios Wealth Advisors 0.37% Add +17.9% 280,311 $18.5M
First National Trust Co 0.61% Add +0.7% 278,825 $18.4M
Kopp Family Office, LLC 11.73% Add +51.1% 278,499 $18.4M
Perigon Wealth Management, LLC 0.33% Reduce -3.5% 278,467 $18.4M
Nomura Asset Management International Inc. 0.03% — 276,814 $18.3M
Platt Investment Counsel, LLC 13.47% Add +0.8% 276,228 $18.2M
Triangle Securities Wealth Management 3.83% Add +111.2% 276,767 $18.2M
Cantor Fitzgerald Investment Advisors L.P. 1.34% Add +0.4% 275,114 $18.2M
Marino, Stram & Associates LLC 3.26% Reduce -3.0% 273,040 $18.0M
Kelman-Lazarov, Inc. 2.57% Add +2.8% 272,798 $18.0M
Citigroup Inc. 0.01% Reduce -38.0% 271,900 $17.9M
Clarity Wealth Advisors, LLC 3.65% Add +3.9% 271,294 $17.9M
BostonPremier Wealth LLC 9.16% Add +6.0% 270,849 $17.9M
AQR Capital Management 0.01% Add +32.2% 269,807 $17.8M
Core Wealth Advisors, Inc. 4.61% Add +5.5% 269,144 $17.8M
Holland Advisory Services, Inc. 23.85% Add +1.9% 267,813 $17.7M
Richardson Capital Management LLC 8.77% Reduce -9.2% 264,928 $17.5M
Lodestar Private Asset Management LLC 1.75% Add +0.8% 263,897 $17.4M
Simmons Bank 1.16% Reduce -2.2% 263,605 $17.4M
Accretive Wealth Partners, LLC 5.13% Add +1.2% 261,734 $17.3M
IHT Wealth Management, LLC 0.42% Add +1.9% 261,663 $17.3M
Burkett Financial Services, LLC 5.88% Add +1.9% 261,021 $17.2M
Nottingham Advisors, Inc. 2.39% Reduce -4.4% 259,742 $17.1M
Citizens & Northern Corp. 4.23% Add +0.1% 258,672 $17.1M
Norris Perne & French LLP 1.13% Add +4.1% 258,487 $17.1M
Cim Investment Management Inc. 4.46% Add +0.8% 258,229 $17.0M
New England Asset Management Inc. 2.31% Add +6.9% 257,375 $17.0M
BNP Paribas Financial Markets 0.01% Reduce -51.6% 256,759 $16.9M
Smith, Moore & Co. 1.28% Add +3.9% 255,607 $16.9M
Guardian Wealth Advisors, LLC 9.49% Add +0.8% 255,053 $16.8M
CBM Financial, LLC 11.43% — 234,672 $16.8M
Cape Ann Savings Bank 8.59% Add +2.1% 253,578 $16.7M
Pittenger & Anderson Inc. 0.64% Add +16.7% 250,205 $16.5M
Guidance Point Advisors, LLC 3.91% Add +6.5% 249,719 $16.5M
Windsor Capital Management, LLC 4.82% Add +0.6% 249,501 $16.5M
Eley Financial Management, Inc 5.91% Add +2.6% 249,281 $16.5M
Galvin, Gaustad & Stein, LLC 1.30% Add +2.8% 248,499 $16.4M
Consilio Wealth Advisors, LLC 4.76% Add +6.7% 246,473 $16.3M
Argent Advisors, Inc. 4.49% Add +2.7% 243,732 $16.1M
Fidelis Capital Partners, LLC 1.17% Add +27.5% 243,060 $16.0M
Mechanics Financial Corp 5.90% Add +0.7% 242,097 $16.0M
Advisors Capital Management, LLC 0.19% Add +5.3% 240,748 $15.9M
Acima Private Wealth, LLC 4.92% Reduce -14.9% 240,088 $15.8M
Ancora Advisors LLC 0.33% Add +8.1% 239,260 $15.8M
CoreCap Advisors, LLC 0.55% Add +1.4% 239,214 $15.8M
First National Bank of Omaha 0.47% Add +219.9% 236,851 $15.7M
Quantinno Capital Management LP 0.03% Add +32.9% 237,990 $15.7M
Hubbell Strickland Wealth Management, LLC 6.31% Add +1.0% 237,459 $15.7M
Equitable Trust Co. 0.70% Reduce -4.5% 237,200 $15.7M
SWS Partners 3.73% Add +2.9% 234,134 $15.5M
Retirement Income Solutions, Inc. 2.61% Reduce -7.9% 233,379 $15.4M
Southeast Asset Advisors, LLC 1.45% Reduce -3.9% 231,933 $15.3M
Ironwood Wealth Management, LLC. 4.49% Add +21.2% 231,495 $15.3M
Centaurus Financial, Inc. 0.70% Add +2.0% 231,404 $15.3M
IronBridge Private Wealth, LLC 4.81% No change 232,752 $15.2M
MKD Wealth Coaches, LLC 15.16% Reduce -1.5% 229,801 $15.2M
PDS Planning, Inc 1.01% Add +0.8% 228,687 $15.1M
Winthrop Advisory Group LLC 1.28% Add +16.8% 228,413 $15.1M
Orion Porfolio Solutions, LLC 0.11% Add +8.9% 227,303 $15.0M
Pacific Center for Financial Services 3.82% No change 229,635 $15.0M
Scotia Capital Inc. 0.06% Reduce -39.8% 225,084 $14.9M
Colonial Trust Advisors 1.12% Add +1.1% 224,810 $14.8M
Atlantic Edge Private Wealth Management, LLC 3.68% Reduce -20.9% 224,149 $14.8M
Aznar Financial Advisors, LLC 14.21% — 224,097 $14.8M
Marietta Wealth Management, LLC 1.71% Reduce -0.8% 223,688 $14.8M
Cibc World Market Inc. 0.03% Reduce -0.3% 223,573 $14.8M
Apollon Financial, LLC 2.14% Add +3.3% 222,853 $14.7M
Encompass Wealth Advisors, LLC 4.99% Add +3.3% 222,211 $14.7M
River Street Advisors LLC 5.49% Add +0.7% 222,120 $14.7M
Campion Asset Management 10.18% Add +19.9% 222,068 $14.7M
Diversified Management Inc. 3.42% — 221,919 $14.6M
IFP Advisors, Inc 0.33% Add +9.2% 220,898 $14.6M
Towercrest Capital Management 2.29% Add +2.4% 220,094 $14.5M
Commerce Bank 0.08% Add +35.5% 219,158 $14.5M
Western Wealth Management, LLC 0.67% Add +2.7% 218,441 $14.4M
Capital Analysts, LLC 0.40% Add +11.5% 218,070 $14.4M
Forbes J M & Co. LLP 1.16% Add +1.4% 216,846 $14.3M
SageView Advisory Group, LLC 0.48% Add +20.7% 214,750 $14.2M
KFA Private Wealth Group, LLC 3.43% Add +7.9% 213,499 $14.1M
NorthCoast Asset Management LLC 0.31% Reduce -64.7% 211,826 $14.0M
Meridian Wealth Management, LLC 0.49% Add +1.1% 211,713 $14.0M
St. Louis Trust Co 1.59% Add +55.6% 209,838 $13.8M
Neumann Capital Management, LLC 4.00% Add +0.5% 209,618 $13.8M
American Financial Advisors, LLC 1.77% Reduce -3.9% 207,824 $13.7M
Highview Capital Management LLC 4.84% Add +0.9% 207,718 $13.7M
Fairway Wealth LLC 3.68% Add +3.9% 206,799 $13.6M
Per Stirling Capital Management, LLC. 1.53% Reduce -0.1% 206,475 $13.6M
Gallagher Capital Advisors, LLC 8.81% Reduce -13.0% 206,458 $13.6M
Integrated Advisors Network LLC 0.60% Reduce -8.6% 206,056 $13.6M
KMG Fiduciary Partners, LLC 0.96% Reduce -3.6% 204,707 $13.5M
Old National Bancorp 0.22% Reduce -29.3% 203,855 $13.5M
Hopwood Financial Services, Inc. 9.47% Add +3.0% 203,778 $13.4M
Capital Investment Counsel, LLC 1.85% Add +2.1% 201,880 $13.3M
Robertson Stephens Wealth Management, LLC 0.37% Add +0.8% 201,258 $13.3M
Panoramic Capital Partners, LLC 8.14% Add +2.8% 201,082 $13.3M
Beacon Financial Planning, Inc. 6.35% Add +0.4% 199,473 $13.2M
First Bank & Trust 2.14% Reduce -0.0% 199,158 $13.1M
Riverpoint Wealth Management Holdings, LLC 2.82% Reduce -0.2% 198,997 $13.1M
Composition Wealth, LLC 0.19% Reduce -6.6% 196,861 $13.0M
Parallel Advisors, LLC 0.24% Add +2.9% 196,209 $13.0M
Omega Financial Group, LLC 4.28% Add +2.0% 195,083 $12.9M
Ieq Capital, LLC 0.04% Add +98.9% 194,413 $12.8M
Madison Wealth Partners, Inc 2.33% Add +1.2% 193,848 $12.8M
Ameritas Investment Partners, Inc. 0.39% Reduce -6.8% 193,590 $12.8M
GFS Advisors, LLC 1.52% Reduce -1.8% 193,449 $12.8M
First Western Trust Bank 0.63% Reduce -2.5% 193,352 $12.8M
Sterling Investment Counsel, LLC 3.64% Add +0.6% 192,716 $12.7M
Finley Financial, LLC 5.82% Add +1.3% 192,517 $12.7M
Proffitt & Goodson Inc. 1.77% Add +4.7% 192,124 $12.7M
Little House Capital LLC 3.17% Reduce -6.5% 191,537 $12.6M
AAF Wealth Management, LLC 5.32% Add +2.9% 191,249 $12.6M
Tower Wealth Partners, Inc. 6.93% Reduce -24.6% 191,049 $12.6M
Alliance Private Wealth, LLC 4.37% — 181,274 $12.6M
Kayne Anderson Rudnick Investment Management LLC 0.03% Add +115.7% 189,185 $12.5M
Hardy Reed LLC 0.89% Add +0.2% 189,162 $12.5M
Wescott Financial Advisory Group, LLC 1.08% Add +12.1% 188,223 $12.4M
StrongBox Wealth, LLC 4.06% Add +20.9% 187,127 $12.4M
Telos Capital Management, Inc. 1.14% Add +3.1% 185,760 $12.3M
Asset Allocation Strategies LLC 2.26% Add +30.4% 185,041 $12.2M
Dynamic Advisor Solutions LLC 0.39% Reduce -4.7% 184,927 $12.2M
Rhumbline Advisers 0.01% Add +28.2% 183,081 $12.1M
Private Advisory Group LLC 0.95% Add +4.0% 182,907 $12.1M
Simon Quick Advisors, LLC 0.53% Add +3.4% 182,707 $12.1M
Montecito Bank & Trust 1.92% Reduce -2.2% 182,328 $12.0M
Naples Global Advisors, LLC 0.90% Add +0.1% 182,284 $12.0M
Carroll Advisory Group, LLC 5.18% — 181,517 $12.0M
TD Asset Management Inc 0.01% Reduce -1.7% 181,462 $12.0M
Cullen/Frost Bankers, Inc. 0.13% Add +0.3% 181,308 $12.0M
IFG Advisory, LLC 0.52% Add +1.1% 180,903 $11.9M
FFT Wealth Management LLC 2.27% Reduce -9.2% 180,588 $11.9M
AMG National Trust Bank 0.28% Reduce -0.3% 179,950 $11.9M
HB Wealth Management, LLC 0.08% Reduce -3.8% 179,370 $11.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.28% Reduce -0.1% 178,866 $11.8M
Robinswood Financial LLC 3.77% Reduce -5.6% 178,552 $11.8M
AtlasMark Financial, Inc 7.61% Add +0.7% 178,546 $11.8M
Townsend Financial Planning, LLC 11.79% — 178,486 $11.8M
SoundView Advisors Inc. 4.07% New 176,978 $11.7M
Mission Wealth Management, LP 0.23% Add +40.7% 174,801 $11.5M
RFG - Bristol Wealth Advisors, LLC 3.19% Add +5.3% 173,727 $11.5M
Alongside, LLC 3.80% — 173,397 $11.4M
MTC Wealth Management LLC 5.36% Reduce -1.5% 173,047 $11.4M
Matrix Private Capital Group LLC 5.76% Add +4.6% 172,042 $11.4M
Tompkins Financial Corp. 0.88% Reduce -2.0% 171,442 $11.3M
Waldron Private Wealth LLC 0.44% Reduce -5.0% 170,091 $11.2M
Eastern Bank 0.19% Add +30.1% 169,955 $11.2M
Idaho Trust Co 3.70% Add +0.2% 169,247 $11.2M
Partnership Wealth Management, LLC 8.02% Add +0.6% 168,875 $11.1M
Affiance Financial, LLC 1.79% Reduce -0.9% 168,475 $11.1M
DAVENPORT & Co LLC 0.06% Add +4.1% 167,510 $11.1M
PCA Investment Advisory Services Inc. 3.86% Add +5.3% 166,961 $11.0M
Flagship Harbor Advisors, LLC 0.52% Add +13.5% 167,176 $11.0M
JSF Financial, LLC 2.29% Reduce -0.1% 167,106 $11.0M
Rochester Wealth Strategies, LLC 6.90% Add +2.5% 166,472 $11.0M
Rice Partnership, LLC 1.48% Add +9.6% 165,621 $10.9M
Sandbox Financial Partners, LLC 3.01% Add +5.9% 164,938 $10.9M
Petix & Botte Co 2.47% Reduce -10.0% 164,751 $10.9M
Level Four Advisory Services, LLC 0.36% Add +5.8% 164,593 $10.9M
Tectonic Advisors LLC 0.57% Add +6.5% 164,469 $10.9M
Vanguard Group Inc. 0.00% Add +0.7% 164,394 $10.9M
CX Institutional 0.32% Add +2.5% 164,147 $10.8M
IFS Advisors, LLC 5.62% Add +1.3% 163,955 $10.8M
Econ Financial Services Corp 5.42% Reduce -0.4% 163,878 $10.8M
May Hill Capital, LLC 2.91% Add +6.3% 163,657 $10.8M
Community Bank, N.A. 1.28% Reduce -0.1% 163,605 $10.8M
Carr Financial Group Corp 2.86% Reduce -1.5% 162,812 $10.7M
Lake Street Private Wealth, LLC 1.32% Add +5.6% 162,578 $10.7M
Vision Capital Management, Inc. 1.29% Reduce -4.1% 162,482 $10.7M
Mgo One Seven LLC 0.22% Reduce -33.4% 162,170 $10.7M
TruWealth Advisors, LLC 0.52% Add +2.4% 161,710 $10.7M
Certified Advisory Corp 0.97% Reduce -1.3% 160,908 $10.6M
Rossmore Private Capital 0.95% Add +10.6% 160,501 $10.6M
Affinity Capital Advisors, LLC 1.47% Add +9.6% 160,434 $10.6M
Union Savings Bank 4.59% — 160,393 $10.6M
Caldwell Trust Co 0.94% Add +11.5% 160,155 $10.6M
O'shaughnessy Asset Management, LLC 0.06% Add +21.5% 160,004 $10.6M
State of Wisconsin Investment Board 0.02% Reduce -5.4% 159,900 $10.6M
First Citizens Bank & Trust Co. 0.22% Reduce -6.8% 159,844 $10.5M
Lee, Kelleher & Klein Wealth Management 6.27% Add +5.0% 159,187 $10.5M
Ellis Investment Partners, LLC 1.82% Add +1.1% 158,515 $10.5M
Global Wealth Management Investment Advisory, Inc. 1.67% Add +5.5% 158,028 $10.4M
Colton Groome Financial Advisors, LLC 2.97% Add +7.2% 157,103 $10.4M
Kingsview Wealth Management, LLC 0.15% Add +1.3% 156,637 $10.3M
YANKCOM Partnership 4.36% Add +3.7% 155,192 $10.2M
Common Fund for Nonprofit Organizations 0.83% Add +0.5% 154,589 $10.2M
1 North Wealth Services LLC 3.59% Add +1.4% 154,561 $10.2M
Savvy Advisors, Inc. 0.33% Add +129.6% 152,392 $10.1M
Evercore Wealth Management, LLC 0.15% Reduce -4.1% 152,310 $10.1M
Stratos Investment Management, LLC 0.40% Reduce -1.2% 152,224 $10.0M
Hiley Hunt Wealth Management 4.49% Reduce -1.8% 151,986 $10.0M
Atria Investments, Inc 0.11% Add +10.7% 151,508 $10.0M
Principal Securities, Inc. 0.15% Add +2.2% 151,349 $10.0M
Prime Capital Investment Advisors, LLC 0.12% Add +6.8% 149,926 $9.9M
World Investment Advisors 0.16% Add +30.0% 149,388 $9.9M
Aft, Forsyth & Sober, LLC 2.96% No change 148,125 $9.8M
NTV Asset Management LLC 1.03% Reduce -0.8% 147,920 $9.8M
Greenberg Financial Group 4.01% — 147,594 $9.7M
Wesbanco Bank Inc. 0.27% Reduce -14.1% 147,240 $9.7M
Choate Investment Advisors 0.19% Reduce -19.9% 147,039 $9.7M
Physician Wealth Advisors, Inc. 1.35% Add +4.2% 146,734 $9.7M
Destiny Capital Corp 4.96% Reduce -1.8% 146,140 $9.6M
Pachira Investments Inc. 4.69% Reduce -10.7% 146,049 $9.6M
Richwood Investment Advisors, LLC 6.91% Add +1.8% 134,248 $9.6M
AA Financial Advisors, LLC 1.77% Add +105.4% 145,239 $9.6M
Sage Financial Management Group, Inc. 2.91% Add +24.4% 144,541 $9.5M
Novare Capital Management LLC 0.71% Add +1.4% 143,940 $9.5M
Associated Banc-Corp 0.24% Reduce -5.3% 143,136 $9.4M
Harbor Advisory Corp. 2.86% Reduce -14.4% 143,021 $9.4M
Clarus Wealth Advisors 3.91% Add +1.1% 135,851 $9.4M
Jmac Enterprises LLC 1.80% Add +2.6% 142,407 $9.4M
Spire Wealth Management 0.31% Add +2.4% 141,943 $9.4M
Lebenthal Global Advisors, LLC 1.44% Add +4.3% 141,195 $9.3M
Summit Trail Advisors, LLC 0.16% Reduce -59.7% 139,341 $9.2M
Ramsay, Stattman, Vela & Price, Inc. 1.64% Reduce -5.8% 138,072 $9.1M
Aspiriant, LLC 0.26% Add +134.3% 137,803 $9.1M
SlateStone Wealth, LLC 0.76% Add +5.3% 137,388 $9.1M
Pettyjohn, Wood & White, Inc. 1.42% Add +7.5% 136,905 $9.0M
National Philanthropic Trust 0.09% Reduce -2.6% 136,413 $9.0M
Long Run Wealth Advisors, LLC 1.70% Add +2.2% 136,294 $9.0M
Allegheny Financial Group 1.33% Add +84.7% 136,253 $9.0M
Independent Solutions Wealth Management, LLC 1.65% Reduce -3.7% 136,222 $9.0M
David J Yvars Group 4.79% Add +3.2% 136,168 $9.0M
Opes Wealth Management LLC 1.52% Add +2.5% 135,922 $9.0M
Segall Bryant & Hamill, LLC 0.12% No change 135,277 $8.9M
Mascoma Wealth Management LLC 1.91% Add +1.2% 134,728 $8.9M
J.W. Cole Advisors, Inc. 0.22% Reduce -5.7% 178,380 $8.9M
Mutual Advisors, LLC 0.19% Reduce -4.3% 133,792 $8.8M
Citizens National Bank Trust Department 1.52% Add +0.9% 133,211 $8.8M
BlueChip Wealth Advisors LLC 3.68% Reduce -3.6% 132,551 $8.7M
Ewa, LLC 2.14% Add +3.6% 132,543 $8.7M
Advisory Alpha, LLC 0.23% Add +1.6% 130,403 $8.6M
GHP Investment Advisors, Inc. 0.35% Reduce -0.2% 130,261 $8.6M
2UniFi Bank 4.05% Add +10.1% 129,183 $8.5M
Rogco, LP 2.82% Add +3.4% 128,847 $8.5M
MetLife Investment Management, LLC 0.04% Reduce -2.1% 128,290 $8.5M
NorthCrest Asset Manangement, LLC 0.19% Reduce -4.8% 124,457 $8.4M
Alley Investment Management Company, LLC 0.99% Reduce -0.8% 127,764 $8.4M
Peoples Bank 5.23% Reduce -1.6% 127,671 $8.4M
Snowden Capital Advisors LLC 0.22% Add +3.3% 127,356 $8.4M
Vectors Research Management, LLC 2.56% Add +2.6% 127,128 $8.4M
ASL Financial, LLC 6.58% — 126,960 $8.4M
United Financial Planning Group LLC 5.07% Reduce -0.1% 126,709 $8.4M
Precedent Wealth Partners, LLC 1.74% Reduce -3.7% 125,403 $8.3M
GC Wealth Management RIA, LLC 0.30% Reduce -0.8% 125,075 $8.3M
Montis Financial, LLC 1.63% Add +0.2% 124,955 $8.2M
Sterling Investment Advisors LLC 3.98% Add +5.1% 124,706 $8.2M
Arrowroot Family Office, LLC 2.99% Add +6.3% 124,428 $8.2M
Canal Capital Management, LLC 1.16% Reduce -1.0% 123,571 $8.2M
Laird Norton Wetherby Trust Company, LLC 0.17% Add +90.2% 123,319 $8.1M
Flagship Private Wealth, LLC 3.17% Reduce -7.7% 121,989 $8.1M
Smith Shellnut Wilson LLC 3.06% Reduce -0.2% 120,765 $8.0M
MidFirst Bank 0.63% — 120,094 $7.9M
Nwam LLC 0.44% Add +0.6% 117,046 $7.9M
Magnolia Capital Management Ltd. 5.87% Reduce -1.3% 119,500 $7.9M
Perspective Wealth Advisors LLC 5.60% — 119,165 $7.9M
Merit Financial Group, LLC 0.06% Reduce -1.8% 118,975 $7.9M
SOL Capital Management CO 0.70% Add +14.7% 118,811 $7.8M
Birch Hill Investment Advisors LLC 0.33% Add +2.5% 118,714 $7.8M
Chevy Chase Trust Holdings, LLC 0.02% Add +2.7% 118,511 $7.8M
Pennsylvania Capital Management Inc. 2.15% Reduce -2.3% 118,489 $7.8M
Arcus Capital Partners, LLC 2.80% Reduce -5.0% 118,347 $7.8M
Capital Investment Advisory Services, LLC 0.55% Add +1.0% 117,960 $7.8M
Donaldson Capital Management, LLC 0.25% Add +9.8% 117,832 $7.8M
First Hawaiian Bank 1.03% Reduce -27.4% 117,493 $7.8M
Bauman Advisory Group, LLC 6.25% — 117,481 $7.8M
New Hampshire Trust 1.51% Reduce -12.6% 117,351 $7.7M
Boltwood Capital Management 2.01% Add +1.3% 116,985 $7.7M
Godfrey Financial Associates, Inc. 6.68% — 116,980 $7.7M
Pinnacle Bancorp, Inc. 2.25% Add +1.0% 116,415 $7.7M
Enclave Advisors LLC 1.09% Add +11.5% 116,281 $7.7M
Cascade Wealth Advisors, Inc 3.51% Add +8.7% 109,672 $7.6M
Alpha Financial Partners LLC 4.64% Add +3.7% 115,161 $7.6M
Transcendent Capital Group LLC 3.44% Add +0.5% 115,050 $7.6M
Great Valley Advisor Group, Inc. 0.15% Reduce -21.3% 114,493 $7.6M
Crestmont Private Wealth LLC 2.43% Add +0.1% 113,471 $7.5M
Keenan, LLC 6.58% — 113,336 $7.5M
Atlas Legacy Advisors, LLC 1.31% Add +15.6% 113,141 $7.5M
Mayflower Financial Advisors, LLC 0.90% Reduce -2.6% 112,632 $7.4M
1015 Capital Partners, LLC 7.26% — 112,033 $7.4M
Pettinga Financial Advisors LLC 1.40% Add +1.8% 111,648 $7.4M
Exencial Wealth Advisors, LLC 0.23% Reduce -1.1% 111,393 $7.4M
Sheets Smith Wealth Management 0.80% Add +3.4% 110,864 $7.3M
Tempo Wealth, LLC 1.30% — 110,701 $7.3M
Madrid Financial Services 5.25% Add +0.8% 110,647 $7.3M
Legacy Trust 1.36% Reduce -0.1% 110,329 $7.3M
Ullmann Wealth Partners Group, LLC 0.76% Reduce -3.5% 112,108 $7.3M
EPG Wealth Management LLC 1.95% Add +1.2% 109,971 $7.3M
City Holding Co. 0.89% Add +6.0% 109,955 $7.3M
Topel & Distasi Wealth Management, LLC 3.53% Add +1.3% 109,681 $7.2M
Belpointe Asset Management LLC 0.26% Reduce -16.4% 109,499 $7.2M
Busey Bank 0.19% Reduce -6.5% 109,483 $7.2M
Birchbrook, Inc. 3.60% Reduce -0.1% 109,388 $7.2M
Greenwood Capital Associates LLC 0.78% Add +0.4% 109,025 $7.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Reduce -0.4% 108,989 $7.2M
Parisi Gray Wealth Management 1.63% Reduce -3.7% 108,856 $7.2M
Financial Council, LLC 2.86% Add +1.2% 108,676 $7.2M
Boyd Wealth Management, LLC 3.04% Add +4.9% 108,595 $7.2M
Rehmann Capital Advisory Group 0.37% Reduce -0.1% 104,546 $7.1M
TCTC Holdings, LLC 0.21% Add +0.3% 108,059 $7.1M
Quad-Cities Investment Group, LLC 2.94% Reduce -3.6% 107,840 $7.1M
Wedmont Private Capital 0.25% Add +5.8% 104,019 $7.1M
Meridian Financial Advisors, LLC 3.86% Reduce -4.8% 107,518 $7.1M
Alliance Wealth Management Group 1.56% Add +3.0% 107,367 $7.1M
LeConte Wealth Management, LLC 4.63% Reduce -13.5% 107,370 $7.1M
American Century Companies Inc. 0.00% Add +4.0% 106,700 $7.0M
Fiduciary Group, LLC 0.59% Reduce -6.1% 106,452 $7.0M
Pitcairn Wealth Advisors LLC 0.63% — 106,294 $7.0M
Mission Creek Capital Partners, Inc. 1.41% Reduce -1.7% 106,134 $7.0M
American National Bank & Trust 0.66% Reduce -0.0% 105,777 $7.0M
Creative Financial Designs Inc. 0.44% Add +0.7% 105,640 $7.0M
Afg Fiduciary Services Limited Partnership 4.17% Reduce -1.7% 104,152 $7.0M
Rothschild Wealth LLC 0.67% Add +321.5% 105,425 $7.0M
Vantage Financial Partners, LLC 1.41% Reduce -1.5% 105,249 $6.9M
Burke & Herbert Bank & Trust Co. 1.92% Reduce -22.3% 105,244 $6.9M
First National Bank of Hutchinson 4.07% Reduce -10.2% 105,155 $6.9M
Silvercrest Asset Management Group LLC 0.05% Reduce -0.4% 105,096 $6.9M
Prospera Financial Services Inc 0.11% Reduce -7.8% 105,025 $6.9M
Peapack Gladstone Financial Corp. 0.09% Add +1.4% 104,446 $6.9M
Stephenson & Company, Inc. 3.78% Add +3.2% 104,339 $6.9M
Evergreen Capital Management LLC 0.15% Reduce -0.5% 104,156 $6.9M
Dentgroup LLC 4.70% Reduce -5.9% 103,674 $6.8M
Baker Tilly Wealth Management, LLC 1.69% Reduce -7.1% 103,636 $6.8M
Aptus Capital Advisors, LLC 0.06% Reduce -5.4% 103,571 $6.8M
Quattro Financial Advisors LLC 2.04% Add +11.4% 103,441 $6.8M
Bright Financial Advisors, Inc. 3.22% Add +5.9% 103,396 $6.8M
Neuberger Berman Group LLC 0.01% Add +19.9% 103,179 $6.8M
Focus Partners Advisor Solutions, LLC 0.08% Reduce -13.6% 102,488 $6.8M
Fortitude Family Office, LLC 1.58% Reduce -3.1% 102,254 $6.7M
Dorsey & Whitney Trust CO LLC 0.35% Reduce -3.3% 101,559 $6.7M
Park Place Capital Corp 1.39% Reduce -9.4% 101,469 $6.7M
RiverFront Investment Group, LLC 0.11% Add +0.5% 101,266 $6.7M
Regal Investment Advisors LLC 0.40% Reduce -16.0% 100,928 $6.7M
Beirne Wealth Consulting Services, LLC 1.93% Add +1.8% 100,685 $6.6M
Bigelow Investment Advisors, LLC 2.59% Add +3.8% 100,465 $6.6M
HighPoint Advisor Group LLC 0.15% New 100,264 $6.6M
Coign Capital Advisors LLC 3.46% Add +11.2% 100,228 $6.6M
Global Wealth Management, LLC 3.55% Reduce -5.7% 99,957 $6.6M
Hengehold Capital Management LLC 0.55% Add +7.9% 98,827 $6.5M
Centennial Bank 2.59% Reduce -0.5% 98,741 $6.5M
North Berkeley Wealth Management, LLC 3.84% Add +5.7% 98,576 $6.5M
Cottage Street Advisors LLC 2.75% Reduce -0.5% 98,535 $6.5M
Twin Focus Capital Partners, LLC 0.75% Add +0.8% 98,425 $6.5M
Lynx Investment Advisory 3.54% Reduce -3.0% 98,290 $6.5M
Florida Trust Wealth Management Co 0.18% Reduce -1.3% 98,143 $6.5M
Money Concepts Capital Corp. 0.36% Add +7.8% 97,751 $6.5M
JPL Wealth Management, LLC 1.57% Reduce -13.1% 97,616 $6.4M
Sound Stewardship, LLC 3.08% Add +1.9% 97,441 $6.4M
Essex Financial Services, Inc. 0.36% Reduce -0.8% 97,062 $6.4M
ADG Wealth Management Group, LLC 4.84% Add +0.1% 96,830 $6.4M
Watchman Group, Inc. 1.52% Reduce -16.8% 96,563 $6.4M
Goldstein Advisors, LLC 0.73% Reduce -2.4% 96,552 $6.4M
FRG Family Wealth Advisors LLC 0.98% Add +0.0% 96,111 $6.3M
Bank of Hawaii 0.31% Reduce -14.8% 95,810 $6.3M
BayBridge Capital Group, LLC 3.91% Add +2.4% 95,622 $6.3M
Integrated Wealthcare, LLC 5.28% — 95,112 $6.3M
Hicks Capital Management LLC 6.32% Add +4.0% 95,010 $6.3M
Friedenthal Financial 3.23% Reduce -3.0% 95,000 $6.3M
Diversify Advisory Services, LLC 0.20% Add +1.7% 89,411 $6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -45.3% 94,710 $6.3M
South Plains Financial, Inc. 3.70% Reduce -0.9% 94,162 $6.2M
Old Mission Investment Co LLC 1.49% Reduce -0.4% 94,097 $6.2M
Parr McKnight Wealth Management Group, LLC 0.81% Add +2.3% 93,872 $6.2M
Garden State Investment Advisory Services LLC 1.47% Add +50.4% 93,737 $6.2M
Cary Street Partners Financial LLC 0.15% Reduce -1.2% 93,486 $6.2M
Landmark Wealth Management, LLC 2.36% Add +2.8% 93,434 $6.2M
Bellwether Advisors, LLC 0.98% Reduce -0.7% 93,281 $6.2M
Accurate Wealth Management, LLC 0.78% Add +8.6% 88,572 $6.1M
Elyxium Wealth, LLC 1.70% Reduce -25.7% 92,654 $6.1M
Fifth Third Securities, Inc. 0.40% Add +4.1% 91,577 $6.0M
Kaydan Wealth Management, Inc. 1.75% Add +1.9% 91,465 $6.0M
Brown Wealth Management, LLC 1.59% New 91,277 $6.0M
Gryphon Financial Partners LLC 0.64% Add +19.0% 90,940 $6.0M
WLTH Capital Management, LLC 4.62% — 83,912 $6.0M
Global Trust Wealth Management LLC 4.43% — 90,514 $6.0M
Investment Advisory Group, LLC 1.51% Add +0.6% 89,186 $5.9M
Founders Grove Wealth Partners, LLC 1.31% Reduce -1.1% 88,519 $5.8M
Sandy Cove Advisors, LLC 1.73% Reduce -2.7% 88,313 $5.8M
Syon Capital LLC 0.29% Reduce -1.2% 88,161 $5.8M
InvesTrust 2.24% Add +0.1% 87,800 $5.8M
Grey Ledge Advisors, LLC 1.31% Add +2.4% 87,786 $5.8M
RoundAngle Advisors LLC 4.22% Add +5.0% 87,772 $5.8M
GreatBanc Trust CO 4.07% Reduce -1.0% 87,537 $5.8M
Cornerstone Wealth Management, LLC 0.30% Reduce -0.5% 87,519 $5.8M
PFG Advisors 0.28% Reduce -6.2% 86,892 $5.7M
Delta Wealth Advisors LLC 4.79% Reduce -0.9% 86,689 $5.7M
Aprio Wealth Management, LLC 0.33% Add +13.9% 83,895 $5.7M
Provenance Wealth Advisors, LLC 0.63% Add +0.3% 86,589 $5.7M
CENTRAL TRUST Co 0.11% Add +3.1% 86,345 $5.7M
Slagle Financial, LLC 1.99% Add +4.8% 86,198 $5.7M
Rathbones Group PLC 0.02% Reduce -8.5% 86,190 $5.7M
Colonial Trust Co / SC 0.76% Add +6.1% 86,134 $5.7M
Russell Investments Group, Ltd. 0.01% Reduce -0.5% 86,052 $5.7M
American National Bank of Texas 5.45% Reduce -11.4% 85,916 $5.7M
United Bank 1.92% Add +9.2% 85,873 $5.7M
Beese Fulmer Investment Management, Inc. 0.37% Reduce -0.7% 85,826 $5.7M
Souders Financial Advisors 0.65% Add +0.2% 85,677 $5.7M
Fca Corp. 1.60% Reduce -6.3% 85,667 $5.7M
Private Trust Co. NA 0.49% Reduce -12.1% 85,486 $5.6M
Bluedoor Private Wealth, LLC 2.60% — 85,224 $5.6M
Great Diamond Partners, LLC 1.08% Reduce -0.2% 85,100 $5.6M
Armor Investment Advisors, LLC 2.06% Reduce -10.1% 84,821 $5.6M
Hilltop National Bank 1.35% Add +3.3% 84,820 $5.6M
Curry Webb Wealth Management LLC 2.77% — 84,714 $5.6M
Inlight Wealth Management, LLC 2.04% Add +143.2% 84,489 $5.6M
Avior Wealth Management, LLC 0.17% Reduce -6.0% 84,425 $5.6M
Greenfield Savings Bank 2.34% Reduce -3.1% 84,339 $5.6M
Compass Financial Group, Inc. (Ohio) 4.07% — 84,185 $5.6M
Hilltop Holdings Inc. 0.33% Add +3.1% 83,749 $5.5M
Armbruster Capital Management, Inc. 0.93% Reduce -1.7% 83,699 $5.5M
Zacks Investment Management 0.04% Reduce -2.6% 83,548 $5.5M
PW Advisors, LLC \ FL 4.42% — 83,443 $5.5M
Jacobi Capital Management LLC 0.32% Reduce -2.7% 83,357 $5.5M
HRT Financial LP 0.02% Add +2453.2% 83,156 $5.5M
Fulton Bank, N.A. 0.19% Add +48.5% 82,822 $5.5M
Venture Visionary Partners LLC 0.18% Reduce -2.7% 81,973 $5.5M
Hi-Line Capital Management, LLC 1.81% Reduce -33.4% 82,349 $5.4M
LifeWealth Investments, LLC 1.72% New 82,344 $5.4M
Muirfield Wealth Advisors LLC 3.98% Reduce -4.4% 82,099 $5.4M
Midwest Professional Planners, LTD. 1.28% Reduce -0.2% 81,655 $5.4M
Fiducient Advisors LLC 0.66% Add +146.1% 81,193 $5.4M
FC Advisory LLC 1.54% Reduce -0.6% 81,002 $5.3M
Brookstone Capital Management 0.06% Add +7.1% 80,977 $5.3M
Castle Wealth Management LLC 1.77% Add +0.3% 80,926 $5.3M
Vestor Capital, LLC 0.45% Reduce -97.3% 2,079 $5.3M
Next Capital Management LLC 1.71% Add +15.1% 80,757 $5.3M
First Merchants Corp. 0.20% Reduce -0.6% 80,305 $5.3M
MSH Capital Advisors LLC 1.13% Add +3.6% 79,882 $5.3M
Middleton & Co. Inc. 0.55% Reduce -0.1% 79,145 $5.2M
Founders Financial Securities LLC 0.31% Add +25.1% 78,963 $5.2M
Transcend Capital Advisors, LLC 0.40% Add +1.6% 78,420 $5.2M
United Community Bank 1.96% Add +6.6% 78,379 $5.2M
Beto Financial Group, LLC 3.49% — 74,688 $5.2M
Palisade Asset Management, LLC 0.50% Add +3.8% 78,328 $5.2M
J. Safra Sarasin Holding AG 0.08% No change 78,160 $5.2M
Merkkuri Wealth Advisors LLC 3.50% Reduce -2.1% 77,818 $5.1M
McCarter Private Wealth Services LLC 2.30% Add +40.5% 77,472 $5.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +40.9% 77,464 $5.1M
Sonata Capital Group Inc. 1.84% Reduce -0.6% 77,002 $5.1M
Capital Financial Group Inc\co\ 2.82% — 76,710 $5.1M
Abundance Wealth Counselors 0.85% Reduce -5.1% 76,456 $5.0M
Bradley Foster & Sargent Inc. 0.07% Reduce -9.0% 75,877 $5.0M
Flywheel Private Wealth LLC 3.13% Reduce -0.1% 75,876 $5.0M
Harbor Investment Advisory, LLC 0.38% Add +17.0% 75,814 $5.0M
Trivium Point Advisory, LLC 0.50% Add +1.3% 75,483 $5.0M
Nepc LLC 0.11% Add +0.4% 75,478 $5.0M
Councilor Wealth, LLC 2.35% Reduce -11.4% 75,223 $5.0M
Macroview Investment Management LLC 3.41% Add +95.8% 75,046 $5.0M
Yanni & Associates Investment Advisors, LLC 4.94% — 74,860 $4.9M
CreativeOne Wealth, LLC 0.12% Add +5.8% 74,821 $4.9M
Curat Global, LLC 5.46% Reduce -18.5% 74,414 $4.9M
Cranbrook Wealth Management, LLC 0.97% Reduce -4.4% 74,366 $4.9M
Fortress Financial Solutions, LLC 4.98% Add +1.9% 73,715 $4.9M
Mather Group, Llc. 0.05% Add +3.2% 73,690 $4.9M
One Day In July LLC 0.40% Reduce -8.1% 73,608 $4.9M
Pacific Financial Group Inc. 2.65% Reduce -0.3% 72,363 $4.8M
PFG Private Wealth Management, LLC 2.09% New 72,273 $4.8M
Blueprint Investment Partners LLC 0.51% Reduce -10.5% 72,242 $4.8M
Trust Co. of Oklahoma 1.39% Reduce -2.0% 72,223 $4.8M
BSW Wealth Partners 0.57% Reduce -5.0% 71,921 $4.7M
Legacy Private Trust Co. 0.28% Reduce -0.3% 71,912 $4.7M
Capital Advisory Group Advisory Services, LLC 1.39% Reduce -2.0% 71,455 $4.7M
Factorial Partners, LLC 3.11% Add +92.7% 71,300 $4.7M
Birchcreek Wealth Management, LLC 2.30% Add +11.3% 70,904 $4.7M
Sterling Financial Planning, Inc. 1.41% Reduce -0.5% 70,811 $4.7M
Blake Schutter Theil Wealth Advisors, LLC 3.84% Add +1.0% 70,730 $4.7M
Lanark Financial, Inc. 0.35% Add +10.3% 70,564 $4.7M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -7.8% 70,476 $4.7M
Jaffetilchin Investment Partners, LLC 0.27% Add +0.0% 69,877 $4.6M
StoneX Group Inc. 0.20% Reduce -1.4% 69,291 $4.6M
CRA Financial Services, LLC 0.60% Reduce -2.9% 69,447 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Reduce -27.8% 69,246 $4.6M
Kingswood Wealth Advisors, LLC 0.22% Reduce -5.1% 68,904 $4.5M
Welch & Forbes LLC 0.06% Add +5.7% 68,865 $4.5M
Massachusetts Financial Services Co. 0.00% Add +183.0% 68,044 $4.5M
Rossby Financial, LCC 1.41% Reduce -2.0% 67,855 $4.5M
Capital Advisors Inc. 0.07% Reduce -5.2% 67,805 $4.5M
AE Wealth Management LLC 0.03% Add +37.8% 67,714 $4.5M
CVA Family Office, LLC 0.51% Reduce -1.5% 67,635 $4.5M
Moller Wealth Partners 0.93% No change 67,205 $4.4M
Seeds Investor LLC 0.85% Add +19.3% 67,190 $4.4M
Summit Wealth Partners, LLC 0.82% Reduce -2.7% 67,063 $4.4M
WCG Wealth Advisors LLC 0.12% Add +67.8% 66,948 $4.4M
USAdvisors Wealth Management, LLC 1.45% Reduce -3.0% 66,886 $4.4M
Cozad Asset Management Inc. 0.34% Add +0.6% 66,811 $4.4M
Forza Wealth Management, LLC 1.58% Reduce -0.4% 66,397 $4.4M
Element Wealth, LLC 1.80% Add +1.8% 66,092 $4.4M
Blueprint Financial Advisors LLC 0.67% Reduce -10.5% 66,079 $4.4M
Cadia Private Client LLC 3.46% — 66,049 $4.4M
LBMC Investment Advisors, LLC 0.27% Reduce -1.7% 65,830 $4.3M
Novem Group 0.50% Reduce -3.3% 65,733 $4.3M
Newman Dignan & Sheerar, Inc. 0.90% Reduce -0.8% 65,604 $4.3M
RDA Financial Network 1.04% Add +1.1% 65,554 $4.3M
Breakwater Capital Group 0.60% Add +1.2% 65,495 $4.3M
Central Bank & Trust Co. 0.66% Add +0.3% 65,136 $4.3M
Kickstand Ventures, Llc. 0.90% Add +3.0% 65,073 $4.3M
Strategic Blueprint, LLC 0.25% Add +3.4% 65,050 $4.3M
Syntax Research, Inc. 2.64% Add +0.5% 64,751 $4.3M
Silvia McColl Wealth Management, LLC 2.82% Add +0.5% 64,355 $4.2M
NBT Bank, N.A. 0.27% Add +0.8% 63,516 $4.2M
STAR Financial Bank 2.17% Reduce -1.6% 64,325 $4.2M
Intrua Financial, LLC 0.46% Add +14.0% 64,176 $4.2M
Alhambra Investment Management LLC 1.97% Add +1.6% 64,076 $4.2M
Bricktown Capital, LLC 0.71% Reduce -19.0% 63,970 $4.2M
Insight Advisors, LLC/ PA 0.64% Add +24.7% 63,850 $4.2M
ETF Store, Inc. 4.30% Add +0.8% 63,827 $4.2M
MidAtlantic Capital Management, Inc. 2.69% Reduce -0.3% 63,713 $4.2M
VestGen Advisors, LLC 0.18% Reduce -69.5% 63,561 $4.2M
Parsons Capital Management Inc. 0.23% Reduce -5.8% 63,541 $4.2M
LifeSteps Financial, Inc. 2.68% Reduce -2.7% 63,497 $4.2M
Vilga Financial Planning LLC 4.00% — 63,273 $4.2M
ProVise Management Group, LLC 0.30% Add +0.7% 63,108 $4.2M
Benjamin Edwards Inc. 0.05% Add +8.8% 62,795 $4.1M
Stephens Inc. 0.05% Reduce -0.2% 62,783 $4.1M
Inman Jager Wealth Management, LLC 2.51% Add +0.2% 62,136 $4.1M
Grey Fox Wealth Advisors, LLC 0.83% Reduce -2.3% 61,691 $4.1M
River Wealth Advisors LLC 0.45% Reduce -7.0% 61,384 $4.1M
Verus Financial Partners, Inc. 0.37% Reduce -5.5% 57,942 $4.0M
Greykasell Wealth Strategies, Inc. 1.59% Reduce -8.8% 60,957 $4.0M
Forum Private Client Group LLC 1.37% Reduce -13.7% 60,893 $4.0M
Rebalance, LLC 0.23% Add +0.2% 60,667 $4.0M
Tenzing Financial LLC 3.25% — 60,640 $4.0M
Kera Capital Partners, Inc. 0.49% Reduce -6.9% 58,176 $4.0M
GenTrust, LLC 0.17% Reduce -4.1% 60,509 $4.0M
Horizon Investments, LLC 0.05% Add +0.2% 60,226 $4.0M
Nilsine Partners, LLC 0.34% No change 59,693 $3.9M
Joel Isaacson & Co., LLC 0.13% Add +1.8% 59,556 $3.9M
Sachetta, LLC 2.14% Add +29.5% 59,192 $3.9M
GAMCO Investors 0.04% Reduce -0.9% 58,929 $3.9M
Astra Wealth Partners LLC 2.37% Add +2.8% 58,853 $3.9M
Coppell Advisory Solutions LLC 0.38% Add +24.1% 58,028 $3.9M
Financial Strategies Group, Inc. 0.70% Add +1.6% 56,173 $3.9M
Hudson Oak Wealth Advisory LLC 3.39% — 58,284 $3.8M
Capital Group Private Client Services, Inc. 0.06% Reduce -0.9% 58,192 $3.8M
McGlone Suttner Wealth Management, Inc. 0.52% Reduce -0.1% 58,111 $3.8M
HighMark Wealth Management LLC 1.56% Add +0.8% 58,067 $3.8M
SigFig Wealth Management, LLC 0.11% Add +3.1% 58,001 $3.8M
Benchmark Financial Wealth Advisors, LLC 1.09% Add +0.8% 57,741 $3.8M
Vericrest Private Wealth 3.38% — 57,676 $3.8M
Two Sigma Securities, LLC 0.52% Add +529.6% 57,317 $3.8M
Wrapmanager Inc. 1.28% Reduce -15.6% 57,234 $3.8M
HM Payson & Co. 0.05% Add +4.3% 57,106 $3.8M
Ticino Wealth 1.39% — 56,994 $3.8M
Betterment LLC 0.01% Add +7.8% 56,988 $3.8M
Fluent Financial, LLC 1.43% New 56,845 $3.8M
Dakota Wealth Management 0.07% Reduce -6.1% 56,756 $3.7M
Braeburn Wealth Management LLC 1.91% — 56,682 $3.7M
Caprock Group, LLC 0.08% Add +16.9% 56,534 $3.7M
Headinvest, LLC 0.74% No change 56,447 $3.7M
Vise Technologies, Inc. 0.07% Add +105.3% 56,279 $3.7M
GEM Asset Management, LLC 1.65% Add +31.3% 54,331 $3.7M
High Net Worth Advisory Group LLC 0.85% Add +3.4% 56,031 $3.7M
360 Financial, Inc. 1.11% Reduce -2.1% 55,890 $3.7M
Counterweight Ventures, LLC 2.06% Add +0.1% 55,771 $3.7M
Cahill Financial Advisors Inc. 0.40% Reduce -68.3% 55,760 $3.7M
Heritage Investors Management Corp. 0.11% Reduce -0.2% 55,719 $3.7M
Agf Management Ltd. 0.02% Reduce -1.1% 55,505 $3.7M
Ames National Corp. 2.14% Add +9.8% 55,355 $3.7M
Wealth Alliance, LLC 0.36% Reduce -3.0% 55,284 $3.6M
Alpha Capital Advisors Inc. 3.38% — 52,570 $3.6M
Stratos Wealth Advisors, LLC 0.18% Reduce -55.8% 55,220 $3.6M
Aua Capital Management, LLC 1.83% Add +20.0% 55,170 $3.6M
Connors Investor Services Inc. 0.31% Add +71.5% 55,007 $3.6M
KPP Advisory Services LLC 0.53% Reduce -2.8% 54,847 $3.6M
Boston Family Office LLC 0.23% Add +1.6% 54,816 $3.6M
Claro Advisors Inc. 0.49% Add +12.7% 54,642 $3.6M
Pension & Wealth Management Advisors, Inc. 1.07% Reduce -27.1% 54,531 $3.6M
Flagstar Securities, Inc. 1.20% Reduce -1.7% 54,463 $3.6M
Balanced Wealth Group LLC 1.31% Add +0.1% 54,852 $3.6M
LOM Asset Management Ltd 1.04% Add +1.4% 54,283 $3.6M
Convergence Financial, LLC 0.52% Reduce -22.0% 54,261 $3.6M
Capital Developers, LLC 3.21% — 54,232 $3.6M
Camden National Bank 0.49% Add +39.1% 54,171 $3.6M
Prosperity Consulting Group, LLC 0.16% Add +0.1% 54,167 $3.6M
TD Waterhouse Canada Inc. 0.02% Add +61.6% 53,819 $3.6M
Bowman & Co S.C. 1.50% Add +0.6% 53,768 $3.5M
SeaBridge Investment Advisors LLC 0.58% No change 53,549 $3.5M
Capital Squared Financial LLC 2.74% Add +21.3% 53,275 $3.5M
Variant Private Wealth, LLC 3.65% Reduce -13.6% 53,259 $3.5M
John A. Wolfe & Associates, Inc. 1.88% — 52,856 $3.5M
Providence Capital Advisors, LLC 0.59% Add +3.9% 52,805 $3.5M
Arlington Trust Co LLC 0.35% Add +206.9% 52,748 $3.5M
Sowell Financial Services LLC 0.13% Add +1.2% 52,394 $3.5M
Boston Research & Management Inc. 0.80% Add +2.5% 52,316 $3.5M
North Dallas Bank & Trust Co. 2.24% — 51,952 $3.4M
Clay Northam Wealth Management, LLC 1.89% Add +9.8% 51,655 $3.4M
TRUE Private Wealth Advisors 0.34% Reduce -3.9% 51,581 $3.4M
Joel Adams & Associates, Inc. 2.55% Reduce -5.3% 51,470 $3.4M
Gotham Asset Management 0.01% Add +42.8% 50,985 $3.4M
Cornerstone Advisors Asset Management, LLC 0.55% Reduce -5.7% 50,931 $3.4M
Wellspring Financial Advisors, LLC 0.27% Reduce -0.9% 1,275,558 $3.4M
ForthRight Wealth Management, LLC 0.96% Reduce -2.1% 50,805 $3.4M
National Wealth Management Group, LLC 1.16% Add +10.7% 50,758 $3.4M
Farmers Trust Co. 0.54% Reduce -2.1% 50,254 $3.3M
C2C Wealth Management, LLC 2.79% Reduce -1.1% 50,231 $3.3M
Center for Financial Planning, Inc. 0.34% Add +0.8% 49,937 $3.3M
MOR Wealth Management, LLC 1.50% — 49,818 $3.3M
Securian Asset Management, Inc. 0.12% Add +11.9% 49,810 $3.3M
Crumly & Associates Inc. 0.69% No change 49,774 $3.3M
Private Capital Management, LLC 0.31% Add +1.9% 49,602 $3.3M
EverSource Wealth Advisors, LLC 0.12% Add +2.9% 49,528 $3.3M
Perennial Investment Advisors, LLC 0.26% Reduce -5.2% 49,125 $3.2M
Okabena Investment Services Inc. 0.62% Add +15.0% 49,025 $3.2M
Aureum Wealth Management, LLC 2.99% — 48,805 $3.2M
Embree Financial Group 0.40% Reduce -8.2% 48,783 $3.2M
LVZ, Inc. 0.36% Reduce -38.4% 48,646 $3.2M
Bank of New Hampshire 0.72% Reduce -5.6% 48,506 $3.2M
Cadence Bank 0.19% Add +9.1% 48,369 $3.2M
General Partner, Inc. 1.81% No change 48,296 $3.2M
SOA Wealth Advisors, LLC. 0.53% Reduce -5.3% 48,254 $3.2M
Hirtle & Co., LLC 0.12% Add +5.2% 48,068 $3.2M
Bryn Mawr Trust Advisors, LLC 0.15% Add +0.3% 47,926 $3.2M
Richard W. Paul & Associates, LLC 1.05% Reduce -0.2% 47,873 $3.2M
Quadcap Wealth Management, LLC 0.36% Reduce -4.8% 47,767 $3.2M
Oakworth Capital, Inc. 0.17% Reduce -0.7% 47,632 $3.1M
Petros Family Wealth, LLC 2.09% Add +15.5% 47,627 $3.1M
Golden State Wealth Management, LLC 0.33% Add +5.8% 47,331 $3.1M
Brown Miller Wealth Management, LLC 0.86% Add +13.6% 47,317 $3.1M
Verdence Capital Advisors LLC 0.18% Reduce -23.2% 47,040 $3.1M
Artemis Wealth Advisors, LLC 0.51% No change 46,740 $3.1M
Freestone Capital Holdings, LLC 0.09% Reduce -1.0% 46,659 $3.1M
Carnegie Investment Counsel 0.06% Reduce -6.1% 46,499 $3.1M
Wetzel Investment Advisors, Inc. 1.24% Reduce -0.7% 46,209 $3.0M
Ballew Advisors, Inc 1.72% Add +0.3% 43,914 $3.0M
Alliance Wealth Advisors, LLC 1.44% Reduce -20.6% 45,777 $3.0M
Wedbush Securities Inc. 0.09% Add +1.3% 45,778 $3.0M
Cambiar Investors LLC 0.13% Reduce -28.6% 45,755 $3.0M
Ensign Peak Advisors, Inc 0.01% No change 45,369 $3.0M
Premier Path Wealth Partners, LLC 0.39% Reduce -4.2% 45,181 $3.0M
SouthState Bank Corp 0.13% Add +20.6% 45,134 $3.0M
Geneos Wealth Management Inc. 0.07% Add +5.5% 45,011 $3.0M
New England Private Wealth Advisors LLC 0.37% Reduce -0.3% 44,897 $3.0M
Fisher Asset Management 0.00% Add +22.4% 44,631 $2.9M
RFG Advisory, LLC 0.06% Reduce -7.3% 44,564 $2.9M
Ausdal Financial Partners, Inc. 0.14% Reduce -17.4% 44,415 $2.9M
Pacific Park Financial, Inc. 1.82% — 44,266 $2.9M
Townsend Asset Management Corp. /NC/ 1.03% Reduce -5.3% 44,200 $2.9M
Diversify Wealth Management, LLC 0.14% Add +84.3% 42,057 $2.9M
Advyzon Investment Management, LLC 0.34% Add +34.7% 44,172 $2.9M
Adirondack Capital Advisors, LLC 1.95% — 43,998 $2.9M
Laurel Oak Wealth Management, LLC 0.49% — 43,872 $2.9M
Steigerwald, Gordon & Koch Inc. 0.28% Reduce -3.3% 43,868 $2.9M
Delta Financial Advisors LLC 0.75% Reduce -0.7% 43,678 $2.9M
Missouri Trust & Investment Co 0.85% No change 43,640 $2.9M
Polaris Investment Advisors, LLC 2.08% — 43,533 $2.9M
Advus Financial Partners, LLC 0.69% Reduce -0.1% 43,476 $2.9M
SWP Financial LLC 1.44% Reduce -1.8% 43,374 $2.9M
Willis Johnson & Associates, Inc. 0.18% Reduce -29.4% 43,315 $2.9M
Vista Investment Management 0.94% Add +0.5% 43,240 $2.9M
Keel Point, LLC 0.17% Reduce -0.7% 43,113 $2.8M
HTG Investment Advisors, Inc. 0.87% Reduce -38.6% 42,851 $2.8M
SVB Wealth LLC 0.17% Reduce -27.2% 42,675 $2.8M
Taylor Financial Group, Inc. 1.65% Add +0.8% 42,604 $2.8M
Cushing Capital Partners, LLC 2.08% Reduce -4.8% 42,461 $2.8M
Deutsche Bank AG 0.00% Reduce -17.4% 42,414 $2.8M
Novak & Powell Financial Services, Inc. 1.45% Add +0.3% 42,168 $2.8M
Koshinski Asset Management, Inc. 0.18% Reduce -0.8% 42,164 $2.8M
Brightwater Advisory LLC 1.88% Add +3.9% 42,114 $2.8M
Ellevest, Inc. 0.38% Reduce -0.6% 42,111 $2.8M
Amara Financial, Llc. 1.92% Reduce -1.2% 41,981 $2.8M
Rockwood Wealth Management, LLC 0.21% Add +16.2% 41,719 $2.8M
Pitti Group Wealth Management, LLC 2.26% Add +0.6% 41,655 $2.7M
Summit Investment Advisory Services, LLC 1.04% Reduce -0.2% 41,611 $2.7M
Assetmark, Inc. 0.01% Add +12.8% 41,474 $2.7M
Silver Oak Securities, Incorporated 0.18% Add +1.3% 40,960 $2.7M
FLC Capital Advisors 0.50% Reduce -0.9% 41,239 $2.7M
LPWM LLC 0.69% Add +98.7% 41,165 $2.7M
Diversified Portfolios, Inc. 0.23% Reduce -0.5% 41,148 $2.7M
UNIVEST FINANCIAL Corp 0.14% Reduce -1.2% 41,120 $2.7M
Symphony Financial, Ltd. Co. 0.36% Reduce -17.7% 40,863 $2.7M
Wealth Group Ltd 0.61% Reduce -0.6% 41,034 $2.7M
NorthLanding Financial Partners, LLC 2.17% Add +1.5% 41,017 $2.7M
Colony Family Offices, LLC 0.68% No change 40,977 $2.7M
Arbor Trust Wealth Advisors, LLC 1.17% Reduce -5.2% 40,647 $2.7M
Rik Saylor Financial, Inc. 1.96% Reduce -1.9% 40,496 $2.7M
Parkside Financial Bank & Trust 0.20% Add +4.0% 40,326 $2.7M
National Bank of Canada 0.00% Reduce -63.8% 40,277 $2.7M
Operose Advisors LLC 0.62% Reduce -5.4% 40,236 $2.7M
Factor Wealth Management LTD 0.57% Add +25.4% 40,209 $2.7M
Cosner Financial Group, LLC 1.35% Add +16.4% 40,039 $2.6M
Ascent Wealth Partners, LLC 0.30% Add +2.0% 40,039 $2.6M
KCM Investment Advisors LLC 0.08% Reduce -0.9% 39,867 $2.6M
CoreFirst Bank & Trust 1.42% Reduce -18.4% 39,777 $2.6M
Genesis Private Wealth, LLC 0.81% New 39,762 $2.6M
Oxford Financial Group, LTD. LLC 0.14% Reduce -9.8% 39,622 $2.6M
XML Financial, LLC 0.21% Reduce -1.4% 38,981 $2.6M
Capital Advisors, Ltd. LLC 0.29% Reduce -0.7% 38,889 $2.6M
QRG Capital Management, Inc. 0.03% Add +9.6% 38,791 $2.6M
WorthPointe, LLC 0.67% Reduce -0.1% 38,598 $2.5M
Adkins Seale Capital Management LLC 2.51% — 38,560 $2.5M
NorthRock Partners, LLC 0.04% Reduce -11.7% 38,555 $2.5M
Forefront Wealth Partners, LLC 1.20% Add +4.8% 38,417 $2.5M
Coastal Bridge Advisors, LLC 0.19% Add +8.1% 38,377 $2.5M
4Thought Financial Group Inc. 1.25% Add +151.3% 38,110 $2.5M
Gilbert & Cook, Inc. 0.31% Reduce -0.4% 37,908 $2.5M
Marble Wealth, LLC 0.35% — 37,886 $2.5M
Moors & Cabot, Inc. 0.11% Add +23.4% 37,875 $2.5M
Fairman Group, LLC 2.00% Reduce -1.4% 37,840 $2.5M
Stock Yards Bank & Trust Co. 0.08% Add +6.4% 37,791 $2.5M
Canandaigua National Bank & Trust Co. 0.22% Reduce -0.8% 37,733 $2.5M
Mullaney, Keating & Wright, Inc. 1.31% Add +3.8% 37,565 $2.5M
MLP3, LLC 2.70% — 37,532 $2.5M
GeoWealth Management, LLC 0.09% Add +0.1% 37,388 $2.5M
GAMMA Investing LLC 0.12% Add +4.5% 37,309 $2.5M
Opinicus Capital, Inc. 1.71% Add +0.5% 37,231 $2.5M
Nolet Wealth Management, LLC 1.37% — 37,187 $2.5M
Clear Creek Financial Management, LLC 0.20% Add +4.3% 37,177 $2.5M
Sapient Capital LLC 0.03% Add +57.8% 36,751 $2.5M
Astoria Strategic Wealth, Inc. 0.61% Add +0.8% 36,867 $2.4M
HBK Sorce Advisory LLC 0.06% Add +1.5% 33,870 $2.4M
Towerpoint Wealth, LLC 0.96% Add +0.5% 36,766 $2.4M
Patten Group, Inc. 0.45% Reduce -9.1% 36,707 $2.4M
Corsicana & Co. 1.35% Add +5.6% 36,499 $2.4M
Bensler, LLC 0.24% Add +0.2% 36,462 $2.4M
ERn Financial, LLC 0.45% Add +0.9% 36,408 $2.4M
FAS Wealth Partners, Inc. 0.15% Reduce -1.6% 36,279 $2.4M
Fourth Dimension Wealth, LLC 0.87% Add +2.5% 36,089 $2.4M
Lakeshore Financial Planning, Inc. 0.85% Reduce -2.4% 36,083 $2.4M
Evoke Wealth, LLC 0.05% Reduce -14.2% 36,068 $2.4M
TFB Advisors LLC 0.66% Reduce -2.5% 35,988 $2.4M
Biltmore Family Office, LLC 0.33% Add +6.2% 35,944 $2.4M
Antonelli Financial Advisors, LLC 1.56% Add +0.8% 35,848 $2.4M
Broadview Financial Management, LLC 1.58% Add +0.1% 35,712 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% New 35,683 $2.4M
EJMK Ventures LLC 1.45% — 35,648 $2.4M
Sherman Asset Management, Inc. 1.99% No change 35,646 $2.4M
GW Henssler & Associates Ltd. 0.11% Reduce -15.1% 35,639 $2.4M
MY Wealth Management Inc. 2.04% Reduce -4.6% 35,537 $2.3M
Tiemann Investment Advisors, LLC 0.91% Add +2.9% 35,482 $2.3M
Palisade Capital Management, LP 0.08% Reduce -9.7% 35,479 $2.3M
Heritage Wealth Management, Inc./Texas 1.01% Reduce -10.4% 35,351 $2.3M
M Holdings Securities, Inc. 0.17% New 35,315 $2.3M
Washington Trust Bank 0.16% No change 35,210 $2.3M
Churchill Financial Advisors, LLC 0.71% — 35,164 $2.3M
GW&K Investment Management, LLC 0.02% Add +20.9% 34,478 $2.3M
Clarendon Private LLC 1.93% Add +25.1% 34,467 $2.3M
Higgins & Schmidt Wealth Strategies LLC 1.08% Reduce -0.2% 34,418 $2.3M
Confluence Wealth Services, Inc. 0.09% Add +57.9% 34,139 $2.3M
Greenspring Advisors, LLC 0.14% Add +588.0% 34,090 $2.2M
CBIZ Investment Advisory Services, LLC 0.08% Add +4.8% 33,876 $2.2M
Sunpointe, LLC 0.74% Add +8.6% 33,813 $2.2M
Gradient Investments LLC 0.04% Add +4.1% 33,551 $2.2M
WFA of San Diego, LLC 1.62% Add +1.2% 33,490 $2.2M
Lyell Wealth Management, LP 0.16% Reduce -11.1% 33,485 $2.2M
Financial Management Professionals, Inc. 0.23% Add +0.7% 33,436 $2.2M
Nicolet Bankshares Inc. 0.35% Add +28.9% 33,399 $2.2M
Weinberger Asset Management, Inc 0.79% Reduce -3.3% 33,398 $2.2M
Arcadia Investment Advisors LLC 1.02% Reduce -2.3% 33,220 $2.2M
Leo Wealth, LLC 0.16% Add +8.6% 33,111 $2.2M
Stelac Advisory Services LLC 0.77% Reduce -18.8% 33,100 $2.2M
Everpar Advisors LLC 0.81% Reduce -45.3% 33,059 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +4.6% 32,979 $2.2M
Trinity Financial Advisors LLC 0.61% Reduce -3.2% 32,921 $2.2M
Oldfather Financial Services, LLC 0.65% Add +0.1% 32,876 $2.2M
Bedel Financial Consulting, Inc. 0.23% Reduce -3.4% 32,833 $2.2M
Maple Capital Management, Inc. 0.14% Reduce -2.3% 32,795 $2.2M
Smartleaf Asset Management LLC 0.08% Add +8.2% 32,402 $2.2M
Kohmann Bosshard Financial Services, LLC 0.20% Add +1.2% 32,734 $2.2M
Tranquility Partners, LLC 0.78% Reduce -1.6% 32,685 $2.2M
First Heartland Consultants, Inc. 0.16% Add +5.0% 32,639 $2.2M
Philadelphia Trust Co. 0.15% No change 32,590 $2.2M
Capital Management Associates, Inc 0.48% Add +25.8% 32,559 $2.1M
IFC Advisors LLC 0.31% Reduce -44.7% 32,395 $2.1M
Washburn Capital Management, Inc. 1.18% Reduce -16.3% 32,385 $2.1M
Continuum Advisory, LLC 0.21% Reduce -3.9% 32,318 $2.1M
Exchange Bank 1.48% Reduce -1.1% 32,315 $2.1M
Brady Family Wealth, LLC 0.66% Reduce -2.1% 32,310 $2.1M
Tru Independence Asset Management 2, LLC 1.33% Add +38.3% 32,307 $2.1M
Clifford Swan Investment Counsel LLC 0.07% Reduce 0.0% 32,298 $2.1M
Baker Avenue Asset Management, LP 0.05% Reduce -5.3% 32,219 $2.1M
St. Clair Advisors, LLC 0.55% Add +0.1% 32,207 $2.1M
Rialto Wealth Management, LLC 0.51% Reduce -1.0% 32,095 $2.1M
Greystone Financial Group, LLC 0.33% Reduce -46.0% 32,010 $2.1M
Axis Wealth Partners, LLC 1.17% Reduce -25.3% 31,995 $2.1M
KOM Wealth Management Group, LLC 1.49% Reduce -7.3% 31,826 $2.1M
LCNB Corp. 0.70% Add +1.4% 31,785 $2.1M
Independent Advisor Alliance 0.05% Add +3.4% 31,758 $2.1M
BigSur Wealth Management LLC 0.51% No change 31,750 $2.1M
Schmidt P J Investment Management Inc. 0.34% Reduce -3.9% 31,710 $2.1M
SpringVest Wealth Management LLC 1.46% Reduce -2.8% 31,667 $2.1M
Fort Point Capital Partners LLC 0.25% Reduce -12.3% 29,598 $2.1M
Sageworth Trust Co 0.09% Add +0.7% 31,440 $2.1M
Harbour Capital Advisors, LLC 0.42% Add +0.0% 30,980 $2.1M
Beacon Bank & Trust 0.42% Add +1.4% 31,255 $2.1M
HCR Wealth Advisors 0.20% New 31,210 $2.1M
Thoroughbred Financial Services, LLC 0.12% Add +1.4% 31,188 $2.1M
Azimuth Capital Investment Management LLC 0.07% Add +0.0% 31,071 $2.1M
Mechanics Bank Trust Department 0.27% Add +5.8% 31,049 $2.0M
Selby Wealth Management, LLC 0.83% — 31,013 $2.0M
Capital City Trust Co. 0.45% No change 30,915 $2.0M
Cordgrass Capital Advisors, LLC 0.49% Reduce -4.2% 30,771 $2.0M
Matauro, LLC 0.31% Reduce -1.0% 30,717 $2.0M
Stonebridge Financial Group, LLC 0.17% Add +31.4% 30,693 $2.0M
Second Line Capital, LLC 0.42% Reduce -9.6% 30,684 $2.0M
Daymark Wealth Partners, LLC 0.06% Reduce -0.3% 30,543 $2.0M
Revolve Wealth Partners, LLC 0.24% Reduce -5.8% 30,537 $2.0M
Pps&v Asset Management Consultants, Inc. 1.17% Reduce -3.1% 30,486 $2.0M
Financial Partners Group, Inc 0.23% Reduce -1.3% 29,231 $2.0M
Modern Wealth Management, LLC 0.04% Add +106.3% 30,359 $2.0M
Nordwand Advisors, LLC 0.35% Reduce -38.2% 30,262 $2.0M
Sunbelt Securities, Inc. 0.13% Reduce -1.8% 30,248 $2.0M
Foundations Investment Advisors, LLC 0.03% Add +40.2% 30,233 $2.0M
GM Advisory Group, LLC 0.08% Reduce -13.8% 30,225 $2.0M
Sfm, LLC 1.17% Reduce -3.8% 30,220 $2.0M
Dale Q Rice Investment Management Ltd 1.43% Reduce -6.5% 30,167 $2.0M
Enzi Wealth 0.70% Reduce -21.2% 28,586 $2.0M
Awm Capital, LLC 0.18% Add +0.1% 30,004 $2.0M
Argentarii, LLC 0.64% Add +34.0% 29,917 $2.0M
Trust Point Inc. 0.16% Add +0.3% 29,763 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +11.9% 29,710 $2.0M
Corundum Group, Inc. 0.66% Reduce -2.0% 29,675 $2.0M
Arax Advisory Partners 0.06% New 29,565 $2.0M
Glass Jacobson Investment Advisors llc 0.70% Reduce -3.8% 29,444 $1.9M
Zhang Financial LLC 0.07% Add +2.9% 29,437 $1.9M
Moneco Advisors, LLC 0.15% Reduce -1.7% 29,112 $1.9M
Forte Asset Management LLC 0.87% Add +9.8% 29,094 $1.9M
Ignite Planners, LLC 0.29% Reduce -6.2% 27,908 $1.9M
Financially in Tune, LLC 1.79% — 28,989 $1.9M
Landing Point Financial Group, LLC 0.95% Reduce -0.9% 28,902 $1.9M
Orion Capital Management LLC 0.64% No change 28,830 $1.9M
Berkshire Asset Management LLC 0.08% No change 28,755 $1.9M
Newport Capital Group, LLC 1.15% Reduce -2.5% 28,569 $1.9M
Teachers Insurance & Annuity Association of America 2.21% Reduce -2.2% 28,519 $1.9M
Finward Bancorp 1.46% Reduce -1.4% 28,456 $1.9M
Noble Wealth Management PBC 0.94% Reduce -3.4% 28,450 $1.9M
Atticus Wealth Management, LLC 0.46% Reduce -0.2% 28,357 $1.9M
MFA Wealth Services 1.26% Add +2.8% 28,351 $1.9M
Integrity Alliance, Llc. 0.07% Add +48.8% 28,344 $1.9M
Orrstown Financial Services Inc. 0.31% Add +9.1% 28,317 $1.9M
Investment Advisory Services Inc. /TX 0.58% Reduce -7.1% 28,306 $1.9M
Darden Wealth Group Inc 0.91% Reduce -3.8% 28,277 $1.9M
CWA Asset Management Group, LLC 0.07% Reduce -1.1% 28,254 $1.9M
Regatta Capital Group, LLC 0.28% Reduce -2.4% 28,160 $1.9M
Elwood & Goetz Wealth Advisory Group, LLC 0.33% Reduce -0.8% 28,148 $1.9M
Aft, Forsyth & Company, Inc. 0.80% Add +0.2% 28,129 $1.9M
K.J. Harrison & Partners Inc 0.25% No change 28,000 $1.8M
waypoint wealth counsel 0.68% Reduce -2.7% 27,891 $1.8M
Citizens Business Bank 0.30% Reduce -4.0% 27,826 $1.8M
North Star Asset Management Inc. 0.07% Add +2.1% 27,789 $1.8M
Clear Investment Research, LLC 3.04% Reduce -7.3% 27,759 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Add +0.5% 27,627 $1.8M
Investment Partners, LTD. 0.64% Reduce -4.8% 27,581 $1.8M
WP Advisors, LLC 0.45% Add +0.5% 27,579 $1.8M
International Assets Investment Management, LLC 0.12% Add +30.4% 27,515 $1.8M
River's Edge Wealth Management, LLC 1.77% — 25,449 $1.8M
Cooper Financial Group 0.19% Add +2.2% 27,289 $1.8M
Huntleigh Advisors, Inc. 0.30% Add +10.2% 27,262 $1.8M
Redwood Wealth Management Group, LLC 0.75% Reduce -1.9% 27,199 $1.8M
1834 Investment Advisors Co. 0.22% Reduce -2.1% 27,153 $1.8M
Hills Bank & Trust Co 0.10% Add +2.6% 26,833 $1.8M
Calamos Wealth Management LLC 0.06% Add +3.8% 26,819 $1.8M
SevenBridge Financial Group, LLC 0.28% Reduce -0.5% 25,332 $1.8M
Trustmark Bank Trust Department 0.11% Add +2.4% 26,647 $1.8M
Peterson Wealth Advisors, LLC 0.23% Reduce -1.3% 26,630 $1.8M
Chapin Davis, Inc. 0.41% Reduce -2.9% 26,579 $1.8M
Amplius Wealth Advisors, LLC 0.15% Reduce -9.2% 26,364 $1.7M
Vawter Financial, Ltd. 0.73% Reduce -2.9% 26,295 $1.7M
Pursuit Wealth Strategies, LLC 2.43% — 26,226 $1.7M
Richards, Merrill & Peterson, Inc. 0.66% Add +5.2% 26,177 $1.7M
Lynch Investment Planning, LLC 1.65% — 26,103 $1.7M
Guardian Wealth Advisors, LLC / NC 0.11% Add +0.3% 26,083 $1.7M
VeraBank, N.A. 0.31% No change 26,017 $1.7M
Mine & Arao Wealth Creation & Management, LLC. 0.67% Reduce -0.6% 25,994 $1.7M
Tortoise Investment Management, LLC 0.15% No change 25,934 $1.7M
MPWM Advisory Solutions, LLC 0.95% Add +1.6% 25,905 $1.7M
Endeavor Private Wealth, Inc. 0.49% Reduce -3.6% 25,819 $1.7M
Blankinship & Foster, LLC 0.37% Reduce -0.6% 25,776 $1.7M
Prudential Financial Inc. 0.00% Reduce -33.3% 25,500 $1.7M
Valpey Financial Services, LLC 1.08% Reduce -1.6% 25,740 $1.7M
Aaron Wealth Advisors LLC 0.09% Add +0.2% 25,676 $1.7M
CrossGen Wealth, LLC 1.49% — 25,624 $1.7M
Spinnaker Trust 0.09% Add +15.3% 25,534 $1.7M
Condor Capital Management 0.14% Reduce -3.5% 25,522 $1.7M
Element Pointe Advisors, LLC 0.32% No change 25,407 $1.7M
Cora Capital Advisors LLC 0.65% Add +1.2% 25,307 $1.7M
Cadinha & Co. LLC 0.26% Reduce -0.5% 25,151 $1.7M
T. Rowe Price Associates Inc. 0.00% No change 24,916 $1.6M
Fortis Group Advisors, LLC 0.28% Add +9.6% 23,904 $1.6M
Meridian Wealth Advisors, LLC 0.23% Add +196.0% 24,712 $1.6M
Arsenal Capital Advisors LLC 1.15% — 24,625 $1.6M
Empower Advisory Group, LLC 0.00% Reduce -12.9% 24,621 $1.6M
Range Advisory, LLC 0.42% — 24,612 $1.6M
MMBG Investment Advisors Co. 0.14% No change 24,570 $1.6M
Amarillo National Bank 0.28% Reduce -7.6% 24,554 $1.6M
Traynor Capital Management, Inc. 0.09% Reduce -1.1% 24,509 $1.6M
Carrera Capital Advisors 0.27% Add +20.7% 24,467 $1.6M
CGN Advisors LLC 0.13% Add +1.4% 24,457 $1.6M
American Wealth Advisors, LLC 1.58% Reduce -1.9% 24,355 $1.6M
KG Capital Management 0.41% Reduce -4.0% 24,344 $1.6M
First County Bank 0.85% No change 24,328 $1.6M
SilverOak Wealth Management LLC 0.25% Add +0.9% 24,195 $1.6M
Duncker Streett & Co. Inc. 0.28% Reduce -0.9% 24,098 $1.6M
Spirepoint Private Client, LLC 0.15% Add +6.0% 24,057 $1.6M
Texas Bank & Trust Co 0.58% Reduce -0.4% 24,002 $1.6M
Madden Advisory Services, Inc. 0.64% Reduce -1.4% 23,945 $1.6M
21 West Wealth Management LLC 1.44% No change 23,936 $1.6M
Tannin Capital LLC 1.41% — 23,922 $1.6M
Schneider Downs Wealth Management Advisors, LP 0.18% Add +6.5% 23,907 $1.6M
Cambient Family Office, LLC 0.22% — 23,846 $1.6M
Tred Avon Family Wealth, LLC 0.51% Add +0.0% 23,713 $1.6M
Credit Industriel Et Commercial 0.36% New 23,677 $1.6M
GGM Financial LLC 0.76% Reduce -12.3% 23,673 $1.6M
Taylor & Morgan Wealth Management, LLC 0.88% Add +0.8% 23,668 $1.6M
Ascent Group, LLC 0.05% Add +11.8% 23,611 $1.6M
Procyon Advisors, LLC 0.08% Add +0.1% 23,609 $1.6M
Baron Financial Group, LLC 0.83% Reduce -4.7% 23,481 $1.5M
Wolff Wiese Magana LLC 0.85% Add +16.9% 23,476 $1.5M
First Manhattan Co. Llc. 0.00% Add +14.5% 23,426 $1.5M
Three Seasons Wealth, LLC 0.15% Reduce -12.2% 23,373 $1.5M
International Private Wealth Advisors LLC 0.97% Add +0.3% 23,310 $1.5M
Saxon Interests, Inc. 0.54% Reduce -4.4% 23,295 $1.5M
Octavia Wealth Advisors, LLC 0.15% Add +0.3% 23,283 $1.5M
WealthShield Partners, LLC 0.17% Add +19.6% 23,266 $1.5M
Culbertson A N & Co. Inc. 0.21% Reduce -0.5% 23,119 $1.5M
Angeles Wealth Management, LLC 0.08% Add +3.1% 23,087 $1.5M
Evensky & Katz LLC 0.09% Add +2.4% 23,045 $1.5M
Compound Planning, Inc. 0.04% Add +1.2% 23,023 $1.5M
Pine Valley Investments Ltd Liability Co 0.08% Add +1.0% 23,003 $1.5M
Arete Wealth Advisors, LLC 0.10% Add +6.0% 22,896 $1.5M
Reynders McVeigh Capital Management, LLC 0.07% Reduce -1.5% 22,900 $1.5M
Keystone Financial Group 0.11% Add +5.4% 22,828 $1.5M
Glassman Wealth Services 0.20% Reduce -24.9% 22,807 $1.5M
Wealth Effects LLC 0.47% Add +2.3% 22,595 $1.5M
Csenge Advisory Group 0.07% Add +50.7% 22,508 $1.5M
Pointe Capital Management LLC 0.74% Add +17.7% 22,470 $1.5M
Marco Investment Management LLC 0.11% No change 22,365 $1.5M
Invesco Ltd. 0.00% Add +58.8% 22,309 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +103.5% 22,252 $1.5M
Maxele Advisors, LLC 1.19% Add +0.0% 22,218 $1.5M
Pacific Point Advisors, LLC 0.78% No change 22,196 $1.5M
GS Investments, Inc. 0.79% Reduce -0.9% 22,057 $1.5M
CWS Financial Advisors, LLC 0.39% Add +0.3% 21,998 $1.5M
SB Capital Management Inc 0.53% — 21,969 $1.4M
Tepp RIA, LLC 1.43% Reduce -1.5% 21,909 $1.4M
Independent Family Office, LLC 0.60% No change 21,890 $1.4M
Pinnacle Financial Group, LLC / IL 0.42% Reduce -0.5% 21,880 $1.4M
Trust Co. of Toledo NA 0.14% Reduce -10.6% 21,876 $1.4M
Bearing Point Capital, LLC 0.23% No change 21,805 $1.4M
Burling Wealth Partners, LLC 0.22% Add +126.3% 21,785 $1.4M
MWA Asset Management 0.80% Reduce -0.3% 21,660 $1.4M
Ritholtz Wealth Management 0.03% Reduce -1.1% 21,635 $1.4M
Manhattan West Asset Management, LLC 0.29% Reduce -6.2% 21,612 $1.4M
Smith Thornton Advisors LLC 0.73% Add +0.2% 21,605 $1.4M
Massar Capital Management, LP 0.28% New 21,540 $1.4M
DV Trading LLC 0.12% — 21,528 $1.4M
Armstrong Advisory Group, Inc. 0.10% Reduce -13.9% 21,505 $1.4M
Dana Investment Advisors, Inc. 0.04% No change 21,453 $1.4M
Fortress Financial Group, LLC 1.04% Add +1.3% 21,356 $1.4M
BCS Private Wealth Management, Inc. 0.48% Reduce -1.3% 21,270 $1.4M
Kavar Capital Partners Group, LLC 0.19% No change 21,227 $1.4M
Fusion Family Wealth, LLC 0.11% Add +1.0% 21,221 $1.4M
Moneywise, Inc. 0.58% Reduce -3.9% 21,085 $1.4M
Lincoln Capital LLC 0.25% Reduce -0.2% 20,979 $1.4M
Continuum Wealth Advisors, LLC 0.53% Reduce -1.8% 20,960 $1.4M
Shakespeare Wealth Management, LLC 0.30% Reduce -0.2% 20,901 $1.4M
Clearwater Capital Advisors, LLC 0.12% Reduce -1.7% 20,893 $1.4M
Godsey & Gibb, Inc. 0.12% Add +7.2% 20,866 $1.4M
BCS Wealth Management 0.14% Add +100.0% 20,850 $1.4M
Princeton Global Asset Management LLC 0.22% Add +2.1% 20,843 $1.4M
Granite Islands Private Wealth, LLC 1.27% — 20,838 $1.4M
Motive Wealth Advisors 0.58% No change 20,785 $1.4M
Legacy Advisors, LLC 0.15% Add +3.7% 20,736 $1.4M
S.A. Mason LLC 0.54% Add +0.5% 20,724 $1.4M
Brown, Lisle/Cummings, Inc. 0.34% No change 20,708 $1.4M
Portus Wealth Advisors, LLC 1.29% Add +6.0% 20,652 $1.4M
Creekside Partners 0.57% Add +0.3% 20,605 $1.4M
Exchange Traded Concepts, LLC 0.01% Reduce -3.5% 20,600 $1.4M
Ocean Park Asset Management, LLC 0.06% Reduce -3.4% 20,570 $1.4M
Essex Bank 0.29% No change 20,490 $1.4M
GDS Wealth Management 0.08% Add +3.5% 20,490 $1.4M
Miller Capital Partners, Inc. 0.69% — 20,459 $1.4M
Invictus Private Wealth, LLC 0.08% Reduce -0.5% 20,443 $1.3M
One Wealth Advisors, LLC 0.16% Reduce -20.7% 19,527 $1.3M
Donor Advised Charitable Giving, Inc. 0.03% Reduce -7.2% 20,400 $1.3M
PFG Investments, LLC 0.06% Add +5.0% 20,389 $1.3M
Heck Capital Advisors, LLC 0.10% Reduce -18.0% 20,273 $1.3M
Fell Capital Management 1.30% — 20,255 $1.3M
Sage Capital Management, LLC 0.62% Add +0.4% 20,217 $1.3M
Greenwich Wealth Management LLC 0.06% No change 20,100 $1.3M
Insigneo Advisory Services, LLC 0.10% Reduce -19.3% 20,105 $1.3M
Plante Moran Financial Advisors, LLC 0.08% Add +36.1% 20,064 $1.3M
626 Financial, LLC 0.57% Reduce -9.7% 20,049 $1.3M
NerdWallet Wealth Partners, LLC 0.59% Add +20.0% 20,022 $1.3M
Disciplined Investments, LLC 0.51% Reduce -0.4% 19,984 $1.3M
Nikulski Financial, Inc. 0.31% Reduce -42.3% 19,904 $1.3M
Pallas Capital Advisors LLC 0.04% Add +3.4% 19,894 $1.3M
Dodds Wealth, LLC 0.32% Reduce -9.8% 19,823 $1.3M
Alexis Investment Partners, LLC 0.49% Reduce -2.1% 19,785 $1.3M
Ledyard National Bank 0.11% Reduce -5.9% 19,748 $1.3M
Pathfinder Wealth Consulting, Inc. 0.82% — 19,678 $1.3M
William Mack & Associates, Inc. 0.61% Add +3.6% 19,491 $1.3M
Dearborn Partners LLC 0.06% Add +17.4% 19,476 $1.3M
Wealth Management Partners, LLC 0.37% Reduce -2.1% 19,472 $1.3M
Watershed Private Wealth LLC 0.39% No change 19,449 $1.3M
Tudor Financial Inc. 0.66% Add +6.9% 19,409 $1.3M
First National Advisers, LLC 0.18% Add +0.0% 19,351 $1.3M
NCM Capital Management, LLC 0.47% No change 19,339 $1.3M
KWB Wealth 0.12% Add +16.4% 19,307 $1.3M
Tritonpoint Wealth, LLC 0.13% Reduce -11.3% 19,264 $1.3M
Correct Capital Wealth Management 0.24% Reduce -1.0% 19,225 $1.3M
GWN Securities Inc. 0.26% Add +32.1% 19,157 $1.3M
Johnson & White Wealth Management, LLC 0.55% Reduce -0.7% 19,112 $1.3M
First Foundation Advisors 0.05% Reduce -4.4% 19,019 $1.3M
Lansing Street Advisors 0.32% Add +0.2% 19,005 $1.3M
Bright Futures Wealth Management, LLC. 0.94% Add +0.7% 18,985 $1.3M
Crew Capital Management, Ltd 0.79% No change 18,956 $1.3M
Venturi Wealth Management, LLC 0.06% Reduce -26.6% 18,945 $1.3M
Balentine LLC 0.05% Reduce -0.2% 18,901 $1.2M
Salem Investment Counselors Inc. 0.04% Reduce -2.9% 18,879 $1.2M
Box Hill Private Wealth LLC 1.26% — 18,876 $1.2M
Mma Asset Management LLC 0.44% Reduce -7.9% 18,839 $1.2M
Bison Wealth, LLC 0.14% Reduce -2.9% 18,829 $1.2M
Pioneer Trust Bank N A 0.29% No change 18,700 $1.2M
Cambria Investment Management, L.P. 0.07% Add +81.7% 18,631 $1.2M
Gainplan LLC 0.46% Reduce -7.1% 18,608 $1.2M
City National Bank of Florida 0.80% Reduce -3.5% 18,543 $1.2M
Magnolia Capital Advisors LLC 0.26% Add +19.9% 18,510 $1.2M
Empirical Asset Management, LLC 0.34% Reduce -0.3% 18,471 $1.2M
Bernard Wealth Management Corp. 0.49% No change 18,385 $1.2M
Ballast Rock Private Wealth LLC 0.76% — 18,362 $1.2M
Wealthspan Partners, LLC 0.44% Reduce -28.0% 18,293 $1.2M
Verus Capital Partners, LLC 0.08% Add +36.6% 18,256 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +5.5% 18,232 $1.2M
Basepoint Wealth LLC 0.73% Add +0.3% 18,210 $1.2M
Allie Family Office LLC 0.56% No change 18,052 $1.2M
Urban Wealth Management, LLC 1.10% — 18,000 $1.2M
Avantax Planning Partners, Inc. 0.03% Reduce -17.9% 17,927 $1.2M
Retirement Wealth Solutions LLC 0.75% Add +4.8% 17,901 $1.2M
Patriot Investment Management Group, Inc. 0.07% No change 17,880 $1.2M
FF Advisors,LLC 0.53% Add +0.6% 17,864 $1.2M
Thompson Investment Management, Inc. 0.15% Add +2.8% 17,862 $1.2M
Allstreet Capital Advisors LLC 0.85% — 17,791 $1.2M
Balefire, LLC 0.23% Add +7.8% 17,707 $1.2M
Washington Trust Advisors, Inc. 0.09% Add +1.2% 17,699 $1.2M
Tempus Wealth Planning, LLC 0.27% Reduce -3.6% 17,697 $1.2M
ORG Partners LLC 0.21% Reduce -26.0% 17,650 $1.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.41% Add +2187.3% 17,612 $1.2M
Cowa, LLC 0.35% Add +2.1% 17,611 $1.2M
EnRich Financial Partners LLC 0.32% Reduce -0.6% 17,608 $1.2M
Cathy Pareto & Associates, Inc. 0.81% Add +8.7% 17,604 $1.2M
Collective Family Office LLC 0.27% Add +3.1% 17,599 $1.2M
Greenland Capital Management LP 0.18% Reduce -74.2% 17,585 $1.2M
PAX Financial Group, LLC 0.20% Add +3.4% 17,535 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.49% Add +1.4% 17,529 $1.2M
Trueblood Wealth Management, LLC 0.45% Add +10.6% 17,506 $1.2M
JMG Financial Group, Ltd. 0.03% Add +18.3% 17,491 $1.2M
Gilpin Wealth Management, LLC 0.91% — 17,478 $1.2M
Tufton Capital Management 0.20% Reduce -0.4% 17,383 $1.1M
Lakeridge Wealth Management LLC 0.52% Add +6.9% 17,329 $1.1M
Thrive Wealth Management, LLC 0.17% Add +0.2% 17,291 $1.1M
Compass Ion Advisors, LLC 0.11% Reduce -9.2% 17,261 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% Add +0.3% 17,235 $1.1M
XY Planning Network, Inc. 0.20% Add +10.9% 17,230 $1.1M
Garrison Point Advisors, LLC 0.50% Reduce -1.4% 17,215 $1.1M
Latko Wealth Management, Ltd. 0.56% Add +59.4% 17,203 $1.1M
Cypress Capital Group 0.13% Reduce -2.5% 17,151 $1.1M
Roger Wittlin Investment Advisory, LLC 0.79% Reduce -50.0% 17,143 $1.1M
Private Wealth Group, LLC 0.54% No change 17,095 $1.1M
Clark Capital Management Group, Inc. 0.01% Reduce -2.5% 17,074 $1.1M
Daner Wealth Management, LLC 0.69% No change 15,700 $1.1M
Third View Private Wealth, LLC 0.15% — 16,986 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -1.7% 16,957 $1.1M
United Bank 0.15% Reduce -10.9% 16,943 $1.1M
Costello Asset Management, INC 0.37% Reduce -11.5% 16,891 $1.1M
Brooklyn Investment Group 0.05% Reduce -13.2% 16,647 $1.1M
MBA Advisors LLC 0.45% No change 16,881 $1.1M
Colorado Capital Management, Inc. 0.42% Reduce -3.7% 16,839 $1.1M
Round Rock Advisors LLC 0.17% No change 16,831 $1.1M
Buttonwood Financial Advisors Inc. 0.37% Reduce -5.9% 16,812 $1.1M
Nicholas Hoffman & Company, LLC. 0.03% Add +85.7% 16,809 $1.1M
Destiny Wealth Partners, LLC 0.13% No change 15,900 $1.1M
Edgemoor Investment Advisors, Inc. 0.09% Reduce -2.9% 16,729 $1.1M
Anchor Investment Management, LLC 0.09% Add +8.6% 16,660 $1.1M
COFG Advisors, LLC 0.27% — 16,656 $1.1M
Texas Yale Capital Corp. 0.03% Add +4.0% 16,625 $1.1M
Principle Wealth Partners LLC 0.06% Add +9.9% 16,593 $1.1M
Howland Capital Management LLC 0.04% Reduce -0.6% 16,565 $1.1M
Traphagen Investment Advisors LLC 0.09% Add +2.2% 16,561 $1.1M
Patten & Patten Inc. 0.06% Reduce -4.2% 16,504 $1.1M
Invst, LLC 0.12% Add +91.9% 16,447 $1.1M
Requisite Capital Management, LLC 0.21% Add +210.2% 16,423 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Add +42.5% 16,410 $1.1M
Smith Partners Wealth Management, LLC 0.99% — 16,365 $1.1M
SGL Investment Advisors, Inc. 0.44% Add +18.1% 15,464 $1.1M
LVM Capital Management Ltd. 0.10% Reduce -8.5% 16,257 $1.1M
Innealta Capital, LLC 0.58% Add +4.5% 16,200 $1.1M
Gateway Wealth Partners, LLC 0.12% Add +8.3% 16,167 $1.1M
Willis Investment Counsel 0.06% No change 16,164 $1.1M
Ascentis Wealth Management, LLC 0.27% Add +3.6% 16,140 $1.1M
High Note Wealth, LLC 0.21% No change 16,135 $1.1M
Founders Financial Alliance, LLC 0.20% Reduce -0.6% 16,110 $1.1M
Kathmere Capital Management, LLC 0.07% Reduce -49.1% 16,075 $1.1M
Gerber, LLC 0.59% No change 16,050 $1.1M
Canvas Wealth Advisors, LLC 0.18% Add +57.3% 15,997 $1.1M
Stenger Family Office, LLC 0.22% Reduce -21.0% 15,966 $1.1M
Appleton Partners Inc. 0.07% Reduce -0.1% 15,950 $1.1M
Weaver Consulting Group 0.26% Add +0.0% 15,933 $1.1M
BridgePort Financial Solutions, LLC 0.28% Add +12.9% 15,905 $1.0M
Westhampton Capital, LLC 0.49% No change 15,870 $1.0M
Willner & Heller, LLC 0.75% Reduce -1.4% 15,836 $1.0M
Koesten, Hirschmann & Crabtree, INC. 0.51% Reduce -19.1% 15,830 $1.0M
Evanson Asset Management, LLC 0.06% Add +0.0% 15,827 $1.0M
Root Financial Partners, LLC 0.05% Add +19.9% 15,821 $1.0M
Certuity, LLC 0.07% Add +2.0% 15,789 $1.0M
Triad Wealth Partners, LLC 0.10% Add +12.4% 15,787 $1.0M
Ethos Financial Group, LLC 0.08% Reduce -2.2% 15,773 $1.0M
Steffes Financial, Ltd. 0.54% — 15,738 $1.0M
Old Port Advisors 0.26% Add +0.4% 15,717 $1.0M
CPC Advisors, LLC 0.10% Add +1.5% 15,701 $1.0M
Financial Synergies Wealth Advisors, Inc. 0.10% Add +0.4% 15,685 $1.0M
Retirement Planning Group, LLC 0.03% Reduce -10.4% 15,682 $1.0M
LaSalle St. Investment Advisors, LLC 0.17% Reduce -8.5% 15,675 $1.0M
Tsfg, LLC 0.15% Reduce -0.5% 15,652 $1.0M
Investment Research & Advisory Group, Inc. 0.34% Add +7.2% 15,547 $1.0M
1900 Wealth Management LLC 0.07% Add +0.5% 15,536 $1.0M
Plancorp, LLC 0.03% Add +0.0% 15,408 $1.0M
Fortis Capital Advisors, LLC 0.15% Add +4.3% 15,371 $1.0M
Thomasville National Bank 0.06% Reduce -0.4% 15,311 $1.0M
Sweeney & Michel, LLC 0.30% Add +0.5% 14,062 $1.0M
TL Private Wealth 0.39% Add +0.3% 14,565 $1.0M
BIP Wealth, LLC 0.04% Add +5.3% 15,237 $1.0M
Fiduciary Advisors, Inc. 0.76% Add +0.1% 15,223 $1.0M
Hollencrest Capital Management 0.03% Add +0.0% 15,180 $1.0M
Allen Capital Group, LLC 0.09% Reduce -2.8% 15,164 $1.0M
Financial Insights, Inc. 0.33% Add +51.6% 15,123 $998K
Interchange Capital Partners, LLC 0.18% No change 15,067 $994K
SG Americas Securities, LLC 0.00% Reduce -81.3% 15,010 $991K
Cypress Wealth Services, LLC 0.14% Add +287.5% 14,977 $988K
HFG Advisors, Inc. 0.71% No change 14,910 $984K
Ipswich Investment Management Co., Inc. 0.23% Reduce -1.1% 14,880 $982K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -6.3% 14,859 $981K
Symphony Financial Services, Inc. 0.50% Add +6.5% 14,847 $980K
Calton & Associates, Inc. 0.14% Add +6.3% 14,836 $979K
Samalin Investment Counsel, LLC 0.35% Add +7.5% 14,832 $979K
John Boyer, Inc. 1.00% Reduce -83.8% 14,829 $979K
Kooman & Associates 0.29% Reduce -4.0% 14,826 $979K
Cornerstone Wealth Group, LLC 0.07% Reduce -5.6% 14,820 $978K
Fortune Financial Advisors, LLC 0.66% Reduce -14.3% 14,722 $972K
Private Wealth Management Group, LLC 0.26% No change 14,635 $966K
Signature Estate & Investment Advisors LLC 0.02% Add +1.8% 14,626 $965K
Waters Parkerson & Co., LLC 0.05% Reduce -2.2% 14,625 $965K
Stevens Capital Partners 0.25% Add +73.2% 14,570 $962K
Liberty Square Wealth Partners LLC 0.27% Reduce -44.8% 14,502 $957K
Carret Asset Management, LLC 0.09% Reduce -0.3% 14,499 $957K
Ascentis Independent Advisors 0.15% Reduce -14.2% 14,495 $957K
Marin Bay Wealth Advisors, LLC 0.55% — 14,489 $956K
Berman McAleer LLC 0.13% Add +5.0% 14,463 $955K
Uptown Financial Advisors LLC 0.81% Add +11.6% 14,460 $954K
ZWJ Investment Counsel Inc. 0.03% Add +11.1% 14,460 $954K
CCG Wealth Management, LLC 0.41% Add +1.2% 14,436 $953K
Nemes Rush Group LLC 0.09% Add +30.6% 14,360 $948K
Stanley-Laman Group, Ltd. 0.12% Add +27.4% 14,300 $944K
Clarity Financial LLC 0.09% Reduce -0.4% 14,263 $941K
Continental Investors Services, Inc. 1.21% Reduce -22.7% 13,692 $940K
Droms Strauss Advisors Inc. /Mo/ 0.25% Add +0.0% 14,212 $938K
MV Capital Management, Inc. 0.09% No change 14,020 $925K
Sharkey, Howes & Javer 0.12% Reduce -4.1% 13,973 $922K
Swmg, LLC 0.26% Add +28.2% 12,805 $919K
Sovereign Financial Group, Inc. 0.16% Reduce -0.3% 13,876 $916K
Demars Financial Group, LLC 0.31% Reduce -2.0% 13,868 $915K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +0.6% 13,853 $914K
Legal & General Group Plc 0.00% Reduce -3.7% 13,800 $911K
Greenup Street Wealth Management LLC 0.13% Reduce -16.3% 13,795 $910K
Next Level Private LLC 0.24% Add +0.6% 13,765 $908K
Kovack Advisors, Inc. 0.04% Add +79.8% 13,745 $907K
North Star Investment Management Corp. 0.06% Reduce -0.1% 13,740 $907K
WBH Advisory Inc. 0.07% Add +0.4% 13,736 $907K
Occidental Asset Management, LLC 0.11% Reduce -4.5% 13,729 $906K
Harmony Asset Management LLC 0.30% Reduce -6.8% 13,728 $906K
SC&H Financial Advisors, Inc. 0.14% Reduce -1.1% 13,727 $906K
Traub Capital Management LLC 0.87% Reduce -1.8% 13,727 $906K
Courage Miller Partners, LLC 0.27% Add +1.1% 13,688 $903K
Wealth Dimensions Group, Ltd. 0.18% Reduce -0.3% 13,681 $903K
Becker Capital Management Inc. 0.03% No change 13,666 $902K
Charter Oak Capital Management, LLC 0.07% Reduce -2.7% 13,642 $900K
OMNI 360 Wealth, Inc. 0.46% Add +0.3% 12,949 $899K
Hollow Brook Wealth Management LLC 0.23% Reduce -33.2% 13,565 $895K
Brookmont Capital Management 0.52% Add +1.4% 13,535 $893K
Camarda Financial Advisors, LLC 0.34% Reduce -3.3% 13,531 $893K
Innovative Wealth Building LLC 0.65% Add +11.4% 13,511 $892K
Chatham Capital Group, Inc. 0.13% Reduce -1.9% 13,510 $892K
Laurel Wealth Advisors LLC 0.12% Add +0.1% 13,492 $890K
S.E.E.D. Planning Group LLC 0.25% Reduce -0.7% 13,460 $888K
Northwest Wealth Advisors, LLC 0.69% — 13,441 $887K
Highland Capital Management, LLC 0.04% Reduce -2.0% 13,380 $883K
Mann Financial Group, Inc. 0.85% Add +47.0% 13,379 $883K
Bayban 0.78% — 13,329 $880K
Bogart Wealth, LLC 0.04% Add +8.5% 13,250 $874K
Clear Harbor Asset Management, LLC 0.06% Reduce -2.5% 13,213 $872K
Stonebrook Private Inc. 0.18% Add +0.1% 13,196 $871K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -0.5% 13,101 $865K
Two Sigma Investments, LP 0.00% New 13,100 $865K
Guardian Asset Advisors, LLC 0.45% Add +0.3% 13,056 $862K
Pacific Sun Financial Corp 0.41% No change 13,051 $861K
Proactive Wealth Strategies LLC 0.34% Reduce -5.6% 12,972 $856K
PSI Advisors, LLC 0.21% Reduce -3.2% 12,960 $855K
Winthrop Capital Management, LLC 0.20% Add +1.2% 12,952 $855K
Mill Creek Capital Advisors, LLC 0.02% Add +70.3% 12,949 $855K
Gemmer Asset Management LLC 0.07% Add +0.1% 12,914 $852K
Capital Advisors Wealth Management, LLC 0.12% Reduce -0.6% 12,891 $851K
Coordinated Financial Services, Inc. 0.50% Reduce -4.5% 12,883 $850K
Oarsman Capital, Inc. 0.11% Reduce -6.9% 12,872 $850K
Emprise Bank 0.35% No change 12,867 $849K
Uptick Partners, LLC 0.18% Add +14.6% 12,823 $846K
Central Pacific Bank - Trust Division 0.11% Add +11.1% 12,801 $845K
Warner Financial, Inc. 0.29% Add +1.0% 12,791 $844K
Sage Capital Advisors,llc 0.20% Add +0.5% 12,782 $844K
Pinney & Scofield, Inc. 0.48% No change 12,780 $843K
Secure Asset Management, LLC 0.13% Reduce -24.8% 12,773 $843K
Storen Legacy Partners, LLC 0.26% — 12,773 $843K
Crews Bank & Trust 0.12% Reduce -0.3% 12,767 $843K
Glen Eagle Advisors, LLC 0.11% Reduce -4.8% 12,764 $842K
Kwmg, LLC 0.07% Add +14.8% 12,738 $841K
Silver Grove Financial Group, Inc. 0.73% Reduce -10.3% 12,768 $839K
Integrity Wealth Advisors, Inc. 0.59% New 12,709 $839K
Clarity Capital Advisors, LLC 0.42% Add +15.4% 12,677 $837K
Evolve Private Wealth, LLC 0.05% — 12,638 $834K
Moisand Fitzgerald Tamayo, LLC 0.09% Reduce -1.7% 12,637 $834K
Saiph Capital, LLC 0.30% Reduce -8.9% 12,538 $828K
M.E. Allison & Co., Inc. 0.56% No change 12,478 $824K
Barclays PLC 0.00% Reduce -88.9% 12,435 $821K
Alerus Financial NA 0.04% Reduce -81.0% 12,425 $820K
Primoris Wealth Advisors, LLC 0.49% Reduce -0.1% 12,414 $819K
Clearstead Trust, LLC 0.13% Reduce -31.1% 12,391 $818K
Keystone Wealth Services, LLC 0.17% Add +3.1% 12,390 $818K
Vantus Wealth LLC 0.60% — 12,368 $816K
D. E. Shaw & Co. 0.00% New 12,351 $815K
Maltin Wealth Management, Inc. 0.32% Add +2.1% 12,346 $815K
ABLE Financial Group, LLC 0.17% Add +4.7% 12,313 $813K
Equita Financial Network, Inc. 0.24% Add +15.2% 12,312 $813K
JT Stratford LLC 0.10% Add +88.1% 12,309 $812K
Riverchase Wealth Management, LLC 0.44% No change 12,280 $810K
First National Bank Sioux Falls 0.24% No change 12,259 $809K
Security National Bank 0.12% Add +3.1% 12,222 $807K
Hilltop Wealth Advisors, LLC 0.40% No change 12,191 $805K
New Republic Capital, LLC 0.21% Add +37.2% 12,164 $803K
Westmount Partners, LLC 0.20% Add +0.3% 12,163 $803K
Beam Wealth Advisors, Inc. 0.22% Reduce -40.6% 12,116 $800K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.6% 12,051 $795K
Capasso Planning Partners LLC 0.44% Reduce -13.9% 12,006 $792K
Invenio Wealth Partners LLC 0.29% Add +4.8% 12,005 $792K
Rosenblum Silverman Sutton S F Inc. 0.18% No change 11,990 $791K
EagleClaw Capital Managment, LLC 0.11% No change 11,990 $791K
Tribridge Partners Financial LLC 0.33% Add +5.4% 11,981 $791K
Walled Lake Planning & Wealth Management, LLC 0.25% Add +0.6% 11,977 $790K
Seneca House Advisors 0.29% Add +0.1% 11,943 $788K
Powell Investment Advisors, LLC 0.27% Add +0.4% 11,932 $788K
Luminvest Wealth Management LLC 0.22% No change 11,914 $786K
Yarger Wealth Strategies, LLC 0.34% Add +2.1% 11,902 $786K
Jackson Hole Capital Partners, LLC 0.13% Add +7.3% 11,895 $785K
Investment Management Corp. /Va/ 0.66% Reduce -2.0% 11,877 $784K
Philip James Wealth Mangement, LLC 0.09% Add +0.3% 11,805 $779K
Cardiff Park Advisors, LLC 0.06% Reduce -0.6% 11,787 $778K
Clearbridge Investments, LLC 0.00% No change 11,770 $777K
BKM Wealth Management, LLC 0.28% Add +0.0% 11,761 $776K
Intergy Private Wealth, LLC 0.23% Add +1.1% 11,721 $774K
Rovin Capital /Ut/ 0.20% Reduce -6.8% 11,675 $771K
Shepherd Financial Partners LLC 0.07% No change 11,677 $771K
Navellier & Associates Inc. 0.09% No change 11,650 $769K
Conservest Capital Advisors, Inc. 0.07% Reduce -9.2% 11,649 $769K
Tennessee Valley Asset Management Partners 0.10% Reduce -5.8% 11,628 $767K
71 West Capital Partners 0.04% — 11,595 $765K
Hoxton Planning & Management, LLC 0.23% Reduce -0.7% 11,593 $765K
Financial Planning Navigators CORP 0.35% — 11,585 $765K
Centurion Wealth Management LLC 0.17% Add +11.4% 11,566 $763K
Ameriflex Group, Inc. 0.39% Add +157.3% 11,501 $759K
Twelve Points Wealth Management LLC 0.17% New 10,983 $759K
Investor's Fiduciary Advisor Network, LLC 0.16% Add +245.9% 11,492 $758K
Acorn Wealth Advisors, LLC 0.22% Reduce -32.9% 11,403 $753K
Slow Capital, Inc. 0.09% No change 11,395 $752K
Peck Wealth Management, LLC 0.71% Reduce -10.9% 11,380 $751K
Ironwood Investment Counsel, LLC 0.10% Add +0.0% 11,366 $750K
Shufro Rose & Co. LLC 0.05% Reduce -0.4% 11,310 $746K
Seelaus Asset Management LLC 0.60% Reduce -8.2% 11,295 $745K
Indivisible Partners 0.08% — 11,285 $745K
Somerset Trust Co 0.23% No change 11,285 $745K
Key Financial Inc 0.14% Add +1.6% 11,273 $744K
Tilia Fiduciary Partners, Inc. 0.41% Reduce -1.6% 11,249 $742K
SeaCrest Wealth Management, LLC 0.08% Reduce -2.4% 10,876 $742K
Parcion Private Wealth LLC 0.05% Reduce -6.6% 11,242 $742K
Columbia Bank 0.21% No change 11,240 $742K
Blue Trust, Inc. 0.01% Add +8.2% 11,236 $742K
SFG Wealth Management, LLC. 0.29% Reduce -1.8% 11,226 $741K
Weatherly Asset Management L. P. 0.06% Add +4.2% 11,213 $740K
Waterloo Capital, L.P. 0.05% Reduce -2.1% 11,201 $739K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -2.0% 11,198 $739K
Morris Financial Concepts, Inc. 0.26% Add +0.0% 11,188 $738K
Alta Wealth Advisors LLC 0.25% Add +13.6% 11,175 $738K
Objective Capital Management, LLC 0.75% Add +2.0% 11,163 $737K
FSB Premier Wealth Management, Inc. 0.23% Add +0.8% 11,157 $736K
Cornell Pochily Investment Advisors, Inc. 0.21% Reduce -1.1% 11,143 $735K
Crusonia Wealth Advisors LLC 0.16% — 11,132 $735K
Larson Financial Group LLC 0.02% Add +3.3% 11,129 $735K
Clarkston Capital Partners, LLC 0.02% No change 11,125 $734K
Marshall Financial Group, LLC 0.14% Reduce -13.2% 11,117 $734K
Cambridge Capital Management, LLC 0.33% Add +0.5% 11,097 $732K
Krilogy Financial LLC 0.02% Reduce -5.0% 10,519 $732K
Adelphi Trust Co 0.60% — 11,069 $731K
Checchi Capital Advisers, LLC 0.05% Add +2.6% 11,046 $729K
Quotient Wealth Partners, LLC 0.02% Reduce -14.1% 11,044 $729K
Meadow Creek Wealth Advisors LLC 0.47% Add +0.4% 11,043 $729K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.1% 11,036 $728K
Planned Solutions, Inc. 0.24% Add +0.3% 11,033 $728K
Rakuten Investment Management, Inc. 0.00% No change 11,165 $728K
Motco 0.07% Reduce -5.0% 11,023 $728K
Bragg Financial Advisors, Inc 0.02% Reduce -0.5% 10,991 $725K
American State Bank (Iowa) 0.35% Reduce -1.4% 10,984 $725K
Qube Research & Technologies Ltd 0.00% New 10,984 $725K
Legacy Financial Group LLC 0.09% Reduce -2.1% 10,369 $725K
Onyx Bridge Wealth Group LLC 0.08% Add +9.7% 10,979 $725K
Eight 31 Financial, LLC 0.40% Add +0.9% 10,940 $722K
Childress Capital Advisors, LLC 0.12% Reduce -1.3% 10,939 $722K
OpenArc Corporate Advisory, LLC 0.01% — 10,917 $721K
One Capital Management, LLC 0.02% Reduce -37.4% 10,893 $719K
XTX Topco Ltd 0.02% Reduce -29.5% 10,845 $716K
Adirondack Trust Co. 0.23% No change 10,823 $714K
Truepoint, Inc. 0.02% Reduce -2.2% 10,819 $714K
Narwhal Capital Management 0.05% No change 10,805 $713K
CLG LLC 0.18% Reduce -10.9% 10,800 $713K
Jefferies Financial Group Inc. 0.01% Reduce -4.3% 10,786 $712K
Oakwell Private Wealth Management, LLC 0.13% Reduce -2.1% 10,784 $712K
Shelton Wealth Management, LLC 0.31% Reduce -8.5% 10,782 $712K
Olde Wealth Management, LLC 0.22% No change 10,776 $711K
Keystone Financial Services, LLC 0.48% Add +0.0% 10,736 $709K
Signaturefd, LLC 0.01% Add +9.4% 10,721 $708K
Boyd Watterson Asset Management LLC 0.20% Reduce -16.8% 10,697 $706K
Legacy Bridge, LLC 0.29% Add +4.2% 10,693 $706K
NWK Group, Inc. 0.24% Reduce -13.6% 10,641 $702K
First National Bank & Trust Co. of Newtown 0.13% Add +20.2% 10,624 $701K
Howard Wealth Management, LLC 0.31% Add +3.2% 10,621 $701K
Marathon Strategic Advisors, LLC 0.54% Reduce -1.6% 10,621 $701K
Carl P. Sherr & Co., LLC 0.31% Reduce -1.8% 10,189 $700K
Wealthgarden F.S. LLC 0.46% No change 10,034 $698K
True Link Financial Advisors, LLC 0.04% Add +43.2% 10,572 $698K
HHM Wealth Advisors, LLC 0.08% Reduce -0.5% 10,570 $698K
Keating Financial Advisory Services, Inc. 0.09% — 10,567 $697K
Graybill Wealth Management, LTD. 0.21% Add +4.9% 10,547 $696K
New Insight Wealth Advisors 0.25% Reduce -4.2% 10,531 $695K
Downshift Financial, LLC 0.43% — 9,977 $692K
Dagco, Inc. 0.16% No change 10,488 $692K
Wellington Grp LLC 0.23% — 10,465 $691K
Oak Asset Management, LLC 0.24% Add +1.4% 10,448 $690K
Brandywine Oak Private Wealth LLC 0.06% Reduce -4.3% 10,440 $689K
First Commonwealth Financial Corp 0.11% Add +31.1% 10,430 $688K
Meadowbrook Advisors Group, LLC 0.39% — 10,403 $687K
Balboa Wealth Partners 0.11% Add +0.3% 10,396 $686K
OneAscent Financial Services LLC 0.06% Add +29.8% 10,371 $684K
Eldridge Investment Advisors, Inc. 0.15% Reduce -11.9% 10,361 $684K
Pandora Wealth, Inc. 0.42% No change 10,353 $683K
Wallace Advisory Group, LLC 0.72% Add +1.0% 10,330 $682K
Pearl Planning LLC 0.42% — 10,322 $681K
Sterling Investment Advisors, Ltd. 0.13% Add +17.6% 10,295 $679K
FourThought Financial Partners, LLC 0.06% No change 10,291 $679K
Asset Allocation & Management Company, LLC 0.27% Reduce -21.1% 10,295 $679K
HUB Investment Partners, LLC 0.02% Add +40.5% 10,265 $677K
PGIM Custom Harvest LLC 0.01% Reduce -7.6% 10,251 $677K
180 Wealth Advisors, LLC 0.08% Add +10.8% 10,231 $675K
Tyche Wealth Partners LLC 0.11% Reduce -3.3% 10,215 $674K
Hyposwiss Advisors SA 0.66% — 10,210 $674K
Powerhouse Assets LLC 0.59% — 10,198 $673K
Segment Wealth Management, LLC 0.04% Add +95.1% 10,185 $672K
Daybright Advisory Services, Inc. 0.18% — 10,137 $669K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -0.4% 10,125 $668K
CapWealth Advisors, LLC 0.06% Add +31.6% 10,096 $666K
Arvest Bank Trust Division 0.04% Reduce -34.9% 10,058 $664K
Guyasuta Investment Advisors Inc. 0.04% Add +1.9% 10,050 $663K
Falcon Wealth Planning 0.06% Add +3.2% 10,046 $663K
Gen-Wealth Partners Inc 0.21% Add +2.1% 10,036 $662K
Indiana Trust & Investment Management Co 0.19% Reduce -0.1% 10,003 $660K
Fishman Jay A Ltd. 0.05% No change 10,000 $660K
SIMA Wealth Partners, LLC 0.50% Reduce -0.6% 9,986 $659K
Burk Holdings LLC 0.31% New 9,985 $659K
Meridian Investment Counsel Inc. 0.16% Add +7.0% 9,966 $658K
Elk River Wealth Management LLC 0.11% Reduce -5.3% 9,952 $657K
American Money Management, LLC 0.10% Reduce -2.1% 9,936 $656K
Farmers National Bank 0.15% Add +0.8% 9,915 $654K
Private Wealth Partners, LLC 0.05% No change 9,898 $653K
Bay Capital Advisors, LLC 0.40% Reduce -1.0% 9,888 $653K
Aviance Capital Partners, LLC 0.08% No change 9,885 $652K
Opus Capital Group, LLC 0.07% Reduce -0.3% 9,872 $652K
Bath Savings Trust Co 0.07% Add +1.8% 9,873 $652K
Graetz Wealth LLC 0.59% — 9,871 $652K
Ruggaard & Associates LLC 0.26% Reduce -40.5% 9,854 $650K
Aspen Investment Management Inc 0.20% Reduce -1.4% 9,834 $649K
Edgestream Partners, L.P. 0.02% New 9,830 $649K
United Advisor Group, LLC 0.08% Reduce -6.4% 9,815 $648K
Northstar Financial Companies, Inc. 0.51% New 9,794 $646K
Richmond Investment Services, LLC 0.11% Reduce -10.2% 9,791 $646K
DF Dent & Co. Inc. 0.01% New 9,750 $644K
Davidson Investment Advisors 0.03% Reduce -45.0% 9,747 $643K
DDD Partners, LLC 0.04% Add +10.8% 9,738 $643K
Horizons Wealth Management 0.43% No change 9,684 $639K
CVFG LLC 0.44% Add +2.1% 9,654 $637K
Ballast, Inc. 0.15% Reduce -2.1% 9,637 $636K
Stokes Family Office, LLC 0.06% Add +20.6% 9,623 $635K
TCI Wealth Advisors, Inc. 0.03% Add +2.8% 9,604 $634K
Coastline Complete Wealth LLC 0.40% — 9,600 $634K
Eq LLC 0.18% Reduce -2.0% 9,568 $631K
Prasad Wealth Partners, LLC 0.17% Add +3.2% 9,553 $631K
Colter Lewis Investment Partners LLC 0.73% — 9,545 $630K
Diversified Enterprises, LLC 0.04% Reduce -9.4% 9,479 $626K
Whalerock Point Partners, LLC 0.12% Reduce -0.9% 9,463 $625K
Athena Investment Management 0.32% Reduce -1.9% 9,457 $624K
Old North State Trust, LLC 0.37% Reduce -0.3% 9,443 $623K
Wealth Enhancement Trust Services, Inc. 0.08% — 9,436 $623K
Sound Income Strategies, LLC 0.03% Add +39.6% 8,876 $622K
Romano Brothers and Company 0.07% Reduce -5.5% 9,417 $622K
Asempa Wealth Advisors 0.54% — 9,415 $621K
Aerodigm Wealth, LLC 0.24% New 9,413 $621K
Alpha Cubed Investments, LLC 0.02% Add +72.2% 9,365 $618K
Burton Enright Welch 0.09% Add +8.6% 9,335 $616K
Twin Peaks Wealth Advisors, LLC 0.18% Reduce -0.5% 8,565 $615K
Maridea Wealth Management LLC 0.09% Reduce -65.3% 9,311 $615K
Wick Capital Partners, LLC 0.11% Reduce -5.6% 9,271 $612K
Tme Financial, Inc. 0.43% Reduce -7.2% 9,255 $611K
Lam Group, Inc. 0.35% No change 9,250 $611K
Heritage Trust Co 0.06% Add +26.3% 9,228 $609K
OneAscent Family Office, LLC 0.41% Add +0.4% 9,226 $609K
McLean Asset Management Corp 0.11% Add +0.0% 8,749 $607K
Richardson Financial Services Inc. 0.20% Add +1.5% 9,203 $607K
Running Point Capital Advisors, LLC 0.17% No change 9,185 $606K
Quartz Partners, LLC 0.23% Add +20.8% 9,181 $606K
Koss-Olinger Consulting, LLC 0.05% Reduce -16.8% 9,171 $605K
Goodman Financial Corp 0.11% No change 9,165 $605K
Trek Financial, LLC 0.04% Add +30.3% 9,145 $604K
LVW Advisors, LLC 0.06% Reduce -10.3% 9,136 $603K
Patton Albertson Miller Group, LLC 0.07% Add +2.3% 9,135 $603K
Albion Financial Group 0.04% Reduce -0.3% 9,097 $600K
Eagle Strategies LLC 0.08% Add +3.6% 9,070 $599K
Lazard Freres Gestion S.A.S. 0.01% No change 9,050 $597K
Canandaigua National Trust Co of Florida 0.37% No change 9,045 $597K
Paladin Advisory Group, LLC 0.43% Reduce -1.6% 9,008 $595K
MRWM Advisors, LLC 0.32% No change 8,997 $594K
Miramontes Capital, LLC 0.20% — 8,982 $593K
Howard Financial Services, LTD. 0.07% Add +0.3% 8,974 $592K
Pacifica Partners Inc. 0.26% Add +0.0% 8,848 $592K
City State Bank 0.16% Add +4.6% 8,970 $592K
Sierra Summit Advisors LLC 0.09% No change 8,950 $591K
Allstate Corp. 0.01% No change 8,950 $591K
Inspire Advisors, LLC 0.05% Add +4.8% 8,938 $590K
DB&C Advisors, LLC 0.74% — 8,936 $590K
Peachtree Investment Partners, LLC 0.20% Reduce -0.2% 8,928 $589K
Strategic Financial Concepts, LLC 0.54% New 8,923 $589K
Zullo Investment Group, Inc. 0.21% Add +0.0% 8,820 $582K
Prosperity Planning, Inc. 0.22% No change 8,819 $582K
Insight Inv LLC 0.33% Add +4.9% 8,800 $581K
Juncture Wealth Strategies, LLC 0.19% Reduce -0.5% 8,786 $580K
Red Door Wealth Management, LLC 0.06% Add +0.4% 8,715 $575K
Grant Street Asset Management, Inc. 0.12% Add +0.4% 8,667 $572K
Mowery & Schoenfeld Wealth Management, LLC 0.83% Add +37.2% 8,643 $570K
Syntegra Private Wealth Group, LLC 0.05% No change 8,636 $570K
TMB Capital Partners, LLC 0.19% — 8,606 $568K
Transatlantique Private Wealth LLC 0.18% Reduce -0.4% 8,573 $566K
Northwest Capital Management Inc 2.45% Reduce -2.7% 8,568 $565K
Exit Wealth Advisors, LLC. 0.33% Reduce -4.3% 8,555 $565K
Strathmore Capital Advisors, Inc. 0.18% Add +1.3% 8,549 $564K
NORTHSTAR ASSET MANAGEMENT Co 0.12% No change 8,525 $563K
Melone Private Wealth, LLC 0.24% Reduce -17.6% 8,511 $562K
Financial Futures Ltd Liability Co. 0.26% Reduce -0.1% 8,508 $562K
Hummer Financial Advisory Services Inc 0.39% No change 8,460 $558K
Code Waechter LLC 0.36% No change 8,455 $558K
Integrated Investment Consultants, LLC 0.11% Reduce -49.6% 8,451 $558K
Stone House Investment Management, LLC 0.09% Reduce -0.1% 8,422 $556K
marrick wealth, LLC 0.45% — 8,403 $555K
Sage Rhino Capital LLC 0.10% No change 8,400 $554K
Fort Sheridan Advisors LLC 0.07% No change 8,354 $551K
Gilman Hill Asset Management, LLC 0.09% Add +56.1% 8,350 $551K
Roundview Capital LLC 0.03% Add +2.7% 8,348 $551K
Chicago Capital, LLC 0.01% Add +0.3% 8,335 $550K
Mitchell McLeod Pugh & Williams Inc. 0.08% New 7,667 $550K
Andrews Advisory Associates, LLC 0.29% — 8,305 $548K
Gilbert Capital Group, Inc. 0.41% Reduce -7.0% 8,270 $546K
Melfa Wealth Management, Inc. 0.31% Add +0.3% 8,270 $546K
NWF Advisory Services Inc. 0.06% Add +5.3% 8,267 $546K
Wealth Quarterback LLC 0.20% Reduce -14.9% 8,259 $545K
Mitchell Capital Management Co. 0.10% Reduce -2.6% 8,254 $545K
Sandhill Capital Partners LLC 0.04% Add +1.0% 8,235 $544K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -5.7% 8,195 $541K
Carson Advisory Inc. 0.28% Reduce -0.3% 8,182 $540K
First Trust Advisors LP 0.00% Reduce -15.4% 8,180 $540K
William Howard & Co Financial Advisors Inc 0.45% Add +0.2% 8,166 $539K
CFM Wealth Partners LLC 0.08% No change 8,139 $537K
Arwa LLC 0.31% — 8,130 $537K
Panoramic Investment Advisors, LLC 0.29% Add +0.0% 8,129 $536K
Collar Capital Management, LLC 0.36% No change 8,125 $536K
Intelligence Driven Advisers, LLC 0.08% Reduce -1.4% 8,125 $536K
Legacy Wealth Partners, LLC 0.14% — 8,119 $536K
Lewis Asset Management, LLC 0.22% Reduce -2.9% 8,113 $535K
Jamison Private Wealth Management, Inc. 0.07% Add +6.8% 8,101 $535K
Blue Edge Capital, LLC 0.07% Add +73.3% 8,085 $534K
JGP Wealth Management, LLC 0.06% Add +16.5% 8,072 $533K
Lawood & Co. 0.50% — 8,070 $533K
Victory Financial Group, LLC 0.07% Reduce -9.2% 8,059 $532K
Strategic Financial Partners, Ltd. 0.23% Reduce -0.8% 8,046 $531K
Augustine Asset Management Inc. 0.11% No change 8,010 $529K
Adaptive Financial Consulting, LLC 0.21% Reduce -2.8% 8,008 $529K
Haverford Financial Services, Inc. 0.15% No change 8,000 $528K
Ameliora Wealth Management Ltd. 0.16% Reduce -46.8% 7,982 $527K
Martin Capital Advisors, LLP 0.31% No change 7,975 $526K
McIlrath & Eck, LLC 0.05% Add +2.0% 7,970 $526K
Nicolet Advisory Services, LLC 0.04% Reduce -38.8% 7,529 $521K
Radnor Capital Management, LLC 0.08% Add +19.0% 7,854 $518K
Liberty Capital Management, Inc. 0.10% New 7,833 $517K
SP Asset Management LLC 0.04% Add +0.2% 7,827 $517K
JB Capital LLC 0.02% Add +12.1% 7,824 $516K
Oak Barrel Wealth Advisory LLC 0.31% — 7,778 $513K
Brady Martz Wealth Solutions, LLC 0.09% Add +75.8% 7,769 $513K
Piedmont Capital Management, LLC 0.34% — 7,758 $512K
Drexel Morgan & Co. 0.08% No change 7,755 $512K
Global Financial Private Client, LLC 0.18% No change 7,749 $511K
Cutler Investment Counsel LLC 0.05% No change 7,708 $509K
Aurora Private Wealth, Inc. 0.33% — 7,661 $506K
Relyea Zuckerberg Hanson LLC 0.05% No change 7,659 $505K
Everett Harris & Co. 0.01% No change 7,650 $505K
Cynosure Group, LLC 0.05% Reduce -32.3% 7,635 $504K
Xcelsior Advisor Partners LLC 0.24% — 7,616 $503K
Wealth Management Associates, Inc. 0.17% Reduce -0.3% 7,611 $502K
Hohimer Wealth Management, LLC 0.07% Add +0.4% 7,602 $502K
Seven Mile Advisory 0.09% Reduce -8.9% 7,540 $498K
Austin Private Wealth, LLC 0.04% No change 7,537 $497K
Bill Few Associates, Inc. 0.12% Reduce -0.6% 7,536 $497K
Uniting Wealth Partners, LLC 0.15% Reduce -35.4% 7,529 $497K
Facet Wealth, Inc. 0.01% Add +7.3% 7,131 $495K
WealthCare Investment Partners, LLC 0.14% Add +1.1% 7,398 $495K
Financial Planning Hawaii, Inc. 0.28% — 7,488 $494K
Global Strategic Investment Solutions, LLC 0.05% Reduce -4.2% 7,442 $491K
Southland Equity Partners LLC 0.10% Reduce -4.9% 7,413 $489K
Oxinas Partners, LLC 0.23% Reduce -2.8% 7,394 $488K
Brookwood Investment Group LLC 0.06% Reduce -2.9% 7,385 $487K
Live Oak Private Wealth LLC 0.07% Add +0.1% 7,360 $486K
Wealthcare Capital Management LLC 0.05% Add +0.1% 7,352 $485K
Mason Investment Advisory Services, Inc. 0.02% Add +0.0% 7,318 $483K
Clear Point Advisors Inc. 0.37% Add +4.0% 7,302 $482K
Peak Asset Management, LLC 0.08% No change 7,275 $480K
First Financial Bank - Trust Division 0.04% Add +104.8% 7,234 $477K
Smith Salley Wealth Management 0.02% Reduce -2.0% 7,220 $477K
Global Wealth Strategies & Associates 0.12% Reduce -11.1% 7,216 $476K
TrustBank 0.20% — 7,210 $476K
Chancellor Financial Group WB LP 0.33% Add +0.0% 7,197 $475K
McRae Capital Management Inc. 0.10% Reduce -21.9% 7,195 $475K
Norden Group LLC 0.05% Reduce -23.2% 7,191 $475K
Bridgewater Advisors Inc. 0.03% No change 6,744 $474K
Financial Perspectives, Inc 0.13% Add +2.5% 7,187 $474K
Capital Planning LLC 0.13% No change 7,067 $473K
My Personal CFO, LLC 0.20% New 7,155 $472K
Platform Technology Partners 0.10% Reduce -0.7% 7,136 $471K
Serenity Investment Advisors 0.27% — 6,863 $470K
Greenhouse Wealth Management, LLC 0.28% Add +0.5% 7,092 $468K
HighRoad Wealth Advisors, LLC 0.45% — 7,091 $468K
Collaborative Wealth Managment Inc. 0.16% Add +5.6% 7,091 $468K
Aries Wealth Management 0.10% No change 7,071 $467K
Acorn Financial Advisory Services Inc. 0.07% Reduce -0.0% 7,064 $466K
Osborne Partners Capital Management, LLC 0.02% Add +19.9% 7,062 $466K
Next Level Wealth Planning, LLC 0.25% Add +1.1% 7,046 $465K
Hobbs Group Advisors, LLC 0.14% Reduce -22.9% 7,015 $463K
Successful Portfolios LLC 0.24% Add +7.5% 6,695 $463K
J.Safra Asset Management Corp 0.02% No change 7,006 $462K
Essential Investment Partners LLC 0.43% — 7,000 $462K
Avion Wealth 0.10% Reduce -0.7% 7,009 $462K
ARS Investment Partners, LLC 0.03% Reduce -21.0% 7,000 $462K
Mason & Associates Inc 0.09% No change 6,988 $461K
Obsidian Cio, LLC 0.68% Add +8.1% 6,971 $460K
High Falls Advisors, Inc 0.09% Reduce -14.3% 6,965 $460K
Prime Buchholz LLC 0.27% Reduce -13.7% 6,950 $459K
Indie Asset Partners, LLC 0.51% Add +20.3% 6,937 $458K
Sovran Advisors, LLC 0.04% Add +23.2% 6,517 $458K
Fiduciary Financial Group, LLC 0.06% Add +102.7% 6,928 $457K
Ardent Capital Management, Inc. 0.18% No change 6,920 $457K
Dynamic Financial Group 0.39% No change 6,917 $457K
Caitlin John, LLC 0.30% Add +146.7% 6,913 $456K
Pekin Hardy Strauss, Inc. 0.04% Add +72.0% 6,908 $456K
BOS Asset Management, LLC 0.12% No change 6,899 $455K
Meridian Financial Partners LLC 0.18% No change 6,468 $455K
FWG Investments, LLC. 0.29% Add +0.1% 6,886 $454K
Klingenstein Fields & Co. LP 0.02% New 6,868 $453K
Ti-Trust, Inc. 0.28% No change 6,860 $453K
Strategies Wealth Advisors, LLC 0.05% Reduce -6.5% 6,857 $453K
Sei Investments Co. 0.00% New 6,852 $452K
Montz Harcus Wealth Management LLC 0.18% Add +0.4% 6,817 $450K
Rothschild Capital Partners, LLC 0.11% Add +48.2% 6,788 $448K
First Bancorp, Inc 0.24% Add +10.3% 6,755 $446K
Center For Asset Management LLC 0.23% No change 6,735 $445K
Breachway Investments LLC 0.47% — 6,719 $443K
Performance Wealth Partners, LLC 0.01% Add +7.1% 6,706 $443K
Sawgrass Asset Management LLC 0.06% Reduce -16.0% 6,688 $441K
Defined Wealth Management, LLC 0.25% Reduce -0.9% 6,686 $441K
High Probability Advisors, LLC 0.06% New 6,671 $440K
RFP Financial Group LLC 0.21% Reduce -95.0% 6,646 $439K
Staley Capital Advisers Inc. 0.02% Add +0.8% 6,620 $437K
Johnson Bixby & Associates, LLC 0.05% Reduce -23.7% 6,566 $433K
Northbridge Financial Group, LLC 0.19% — 6,564 $433K
Claris Financial LLC 0.23% New 6,554 $433K
McElhenny Sheffield Capital Management, LLC 0.11% Reduce -1.4% 6,543 $432K
Advisor OS, LLC 0.03% Add +6.7% 6,542 $432K
Asset Dedication, LLC 0.03% Add +13.8% 6,537 $431K
Abound Wealth Management 0.10% Add +0.4% 6,535 $431K
Dopkins Wealth Management, LLC 0.18% No change 6,535 $431K
Kings Path Partners LLC 0.15% No change 6,524 $431K
Fiduciary Alliance LLC 0.03% Add +53.0% 6,523 $431K
August Group Capital Ltd 0.48% — 6,517 $430K
Legacy Financial Advisors, Inc. 0.06% Add +8.8% 6,517 $430K
One Wealth Management Investment & Advisory Services, LLC 0.47% Reduce -0.5% 6,512 $430K
Sunburst Financial Group, LLC 0.09% Reduce -2.3% 6,511 $430K
Peregrine Asset Advisers, Inc. 0.12% No change 6,478 $428K
Strategic Equity Management 0.14% Reduce -11.9% 6,478 $428K
Millstone Evans Group, LLC 0.25% Add +25.2% 6,450 $426K
Foster & Motley Inc. 0.02% Add +2.2% 6,442 $425K
Phillips Wealth Planners LLC 0.34% Reduce -12.6% 6,014 $423K
Berkeley Capital Partners, LLC 0.10% Reduce -0.1% 6,395 $422K
Synergy Investment Management, LLC 0.15% Add +8.6% 6,388 $422K
Tradition Wealth Management, LLC 0.03% Add +0.2% 6,388 $422K
Prosperity Wealth Management, Inc. 0.14% Reduce -3.4% 6,348 $419K
Fortitude Advisory Group L.L.C. 0.18% New 6,345 $419K
Mystic Asset Management, Inc. 0.09% Reduce -4.5% 6,345 $419K
Severin Investments, LLC 0.37% Reduce -11.1% 6,344 $419K
Marble Harbor Investment Counsel, LLC 0.04% No change 6,335 $418K
BankPlus Trust Department 0.11% Add +311.4% 6,302 $416K
J.P. Marvel Investment Advisors, LLC 0.06% No change 6,295 $415K
Selective Wealth Management, Inc. 0.13% Add +0.5% 5,873 $413K
Ashford Advisors, LLC 0.09% Reduce -21.2% 6,250 $413K
Hantz Financial Services, Inc. 0.01% Add +153.9% 6,242 $412K
Financial Life Planners 0.29% Reduce -2.3% 6,217 $410K
Fermata Advisors, LLC 0.10% Reduce -16.0% 6,208 $410K
Redwood Family Wealth LLC 0.40% — 6,180 $408K
IAG Wealth Partners, LLC 0.05% Reduce -5.1% 6,161 $407K
Prodigy Asset Management LLC 0.14% Reduce -4.0% 6,161 $407K
Range Financial Group LLC 0.14% Reduce -0.4% 6,146 $406K
Auxano Advisors, LLC 0.08% Add +0.5% 6,144 $406K
Archer Investment Corp 0.09% Reduce -0.8% 6,143 $405K
Independence Bank of Kentucky 0.05% Add +22.4% 6,140 $405K
Ade, LLC 0.20% Add +0.0% 6,117 $404K
Main Street Group, LTD 0.14% Reduce -2.2% 6,096 $402K
J. L. Bainbridge & Co., Inc. 0.03% No change 6,073 $401K
Main Street Financial Solutions, LLC 0.03% Reduce -75.1% 6,052 $399K
Pinnacle Family Advisors, LLC 0.18% Add +1.6% 6,038 $399K
Plum Street Advisors, LLC 0.14% Reduce -0.2% 5,997 $396K
Midwest Financial Partners Investments, Inc. 0.22% — 5,997 $396K
EFG International AG 0.01% — 5,955 $393K
World Equity Group, Inc. 0.11% Reduce -23.1% 5,943 $392K
Hazlett, Burt & Watson, Inc. 0.13% Reduce -3.8% 5,947 $392K
Financial Guidance Group, Inc. 0.16% No change 5,925 $391K
Rollins Financial Advisors, LLC 0.06% Reduce -7.1% 5,919 $391K
Values Added Financial LLC 0.16% No change 5,911 $390K
Welch Group, LLC 0.01% Reduce -19.1% 5,906 $390K
Thompson Siegel & Walmsley LLC 0.01% Add +13.4% 5,885 $388K
Houlihan Financial Resource Group, Ltd. 0.15% New 5,755 $388K
Envision Financial LLC 0.20% Reduce -3.0% 5,865 $387K
Bedminster, LLC 0.35% — 5,847 $386K
Legacy Edge Advisors, LLC 0.04% No change 5,827 $385K
F/m Investments LLC 0.01% Add +1.8% 5,825 $384K
Mainstream Capital Management LLC 0.25% Reduce -8.9% 5,811 $384K
Faithward Advisors, LLC 0.06% Reduce -2.1% 5,798 $383K
Y-Intercept (Hong Kong) Ltd 0.01% New 5,797 $383K
Keebeck Wealth Management 0.04% No change 5,780 $381K
Simplicity Wealth,LLC 0.02% Reduce -76.9% 5,770 $381K
ARS Wealth Advisors Group, LLC 0.03% Add +0.2% 5,763 $380K
Edmond DE Rothschild Holding S.A. 0.01% No change 5,758 $380K
Tradewinds, LLC. 0.09% Reduce -6.3% 5,752 $380K
Barnes Wealth Management Group, Inc 0.20% Reduce -1.2% 5,750 $380K
Latitude Advisors, LLC 0.17% Reduce -0.3% 5,747 $379K
Petersen Hastings Wealth Advisors Inc. 0.04% — 5,739 $379K
IMA Advisory Services, Inc. 0.04% Reduce -48.4% 11,466 $378K
Schnieders Capital Management, Llc. 0.06% Reduce -0.6% 5,729 $378K
Bernardo Wealth Planning LLC 0.07% Add +0.0% 5,727 $378K
Aberdeen Wealth Management LLC 0.17% No change 5,725 $378K
Rydar Equities, Inc. 0.29% Add +0.4% 5,708 $377K
Security Benefit Life Insurance Co. 0.16% Reduce -57.1% 5,700 $376K
Black Diamond Financial, LLC 0.04% Reduce -37.9% 5,700 $376K
W Advisors, LLC 0.19% Reduce -4.5% 5,661 $374K
Cherrydale Wealth Management, LLC 0.11% Add +0.5% 5,659 $374K
Roman Butler Fullerton & Co. 0.10% Add +0.3% 5,266 $370K
Bull Street Advisors, LLC 0.17% Reduce -2.4% 5,605 $370K
Gradient Capital Advisors, LLC 0.10% No change 5,605 $370K
McNaughton Wealth Management, LLC 0.15% No change 5,600 $370K
Clearwave Capital, LLC 0.27% — 5,570 $368K
Avalon Trust Co 0.02% Add +2.7% 5,562 $367K
Presilium Private Wealth, LLC 0.07% Add +15.6% 5,560 $367K
Vista Investment Partners Ii, LLC 0.16% Reduce -16.2% 5,543 $366K
Avaii Wealth Management, LLC 0.13% Reduce -96.1% 5,536 $365K
Van Cleef Asset Management,Inc 0.04% Reduce -5.6% 5,528 $365K
Level Wealth Management LLC 0.19% Reduce -0.8% 5,514 $364K
Boston Trust Walden Corp 0.00% No change 5,490 $362K
Cornerstone Financial Management LLC 0.34% — 5,486 $362K
Charis Legacy Partners, LLC 0.53% No change 5,460 $360K
Capital Wealth Management, LLC 0.12% Add +0.0% 5,454 $360K
Partners in Financial Planning 0.06% Add +0.2% 5,453 $360K
McAdam, LLC 0.02% Reduce -2.4% 5,429 $358K
Pollock Investment Advisors, LLC 0.26% Reduce -12.2% 5,425 $358K
Advance Capital Management, Inc. 0.02% Add +0.5% 5,415 $357K
Whitaker-Myers Wealth Managers, LTD. 0.07% Reduce -7.7% 5,402 $357K
Dimension Capital Management LLC 0.05% No change 5,400 $356K
Drum Hill Capital, LLC 0.38% No change 5,375 $355K
Vantage Point Financial LLC 0.13% Reduce -0.6% 5,374 $355K
Signet Private Wealth LLC 0.34% — 5,369 $354K
Sequent Planning LLC 0.09% Add +9.6% 5,361 $354K
Debussy Capital Management LP 0.05% Reduce -0.2% 5,354 $353K
Hidden Cove Wealth Management, LLC 0.23% No change 5,335 $352K
SkyOak Wealth, LLC 0.06% No change 5,325 $351K
Cedarwood Wealth LLC 0.39% — 5,040 $351K
RVW Wealth, LLC 0.03% Add +0.6% 5,315 $351K
Private Client Services, LLC 0.11% Reduce -21.2% 5,307 $350K
Fingerlakes Wealth Management, Inc. 0.22% Add +1.8% 5,305 $350K
Forum Financial Management, LP 0.00% No change 5,296 $350K
Brooklyn FI, LLC 0.07% Add +11.1% 5,266 $348K
Evansbrook LLC 0.23% — 5,255 $347K
Hibernia Wealth Partners, LLC 0.10% New 5,234 $345K
Absolute Capital Management, LLC 0.13% Reduce -63.9% 5,225 $345K
Blue Bell Private Wealth Management, LLC 0.05% No change 5,213 $344K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,935 $344K
TopTier Wealth Management, LLC 0.23% — 5,204 $343K
West Michigan Advisors, LLC 0.08% Add +13.4% 5,179 $342K
Johnson Financial Group, LLC 0.02% New 5,175 $342K
Peak Planning Group, LLC 0.10% Reduce -29.8% 5,164 $341K
Altfest L J & Co. Inc. 0.04% Add +2.5% 5,163 $341K
Trust Co of the South 0.05% Add +47.4% 5,146 $340K
Earned Wealth Advisors, LLC 0.02% New 5,143 $339K
Brick & Kyle, Associates 0.12% No change 5,125 $338K
Matrix Asset Advisors Inc. 0.03% Reduce -9.1% 5,104 $337K
Focused Alpha, LLC 0.10% — 5,101 $337K
SJS Investment Consulting Inc. 0.04% Add +3.7% 5,098 $336K
Penobscot Investment Management Company, Inc. 0.03% No change 5,065 $334K
Bluestem Financial Advisors, LLC 0.13% Add +1.0% 5,062 $334K
Canopy Partners, LLC 0.11% Reduce -3.0% 5,046 $333K
Byrne Financial Freedom, LLC 0.15% Add +0.0% 5,042 $333K
Winthrop Partners - WNY, LLC 0.18% — 5,030 $332K
Client 1ST Advisory Group, LLC 0.10% Add +58.3% 5,007 $330K
Nelson Capital Management, LLC 0.04% No change 5,005 $330K
Bantamac Capital, LLC 0.23% No change 5,000 $330K
Virtue Asset Management LLC 0.27% No change 4,975 $328K
TD Capital Management LLC 0.03% Add +0.4% 4,963 $328K
Wells Financial Advisors INC 0.62% Reduce -39.8% 4,960 $327K
HFR Wealth Management, LLC 0.08% No change 4,936 $326K
SHP Wealth Management 0.03% — 4,936 $326K
Legacy Capital Wealth Partners, LLC 0.07% Add +27.0% 4,933 $326K
Signal Advisors Wealth, LLC 0.03% Reduce -27.5% 4,928 $325K
James J. Burns & Company, LLC 0.04% Reduce -0.6% 4,921 $325K
Bank Ozk 0.11% No change 4,911 $324K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 4,895 $323K
TFC Financial Management, Inc. 0.04% Reduce -13.4% 4,877 $322K
Obermeyer Wealth Partners 0.01% Reduce -1.0% 4,877 $322K
Versant Capital Management, Inc 0.04% No change 4,868 $321K
Axim Planning & Wealth 0.34% Add +3.0% 4,855 $320K
John W. Brooker & Co., CPAs 0.57% Add +0.0% 4,838 $319K
Lee Danner & Bass Inc. 0.02% No change 4,831 $319K
Gratus Wealth Advisors, LLC 0.04% Add +0.0% 4,821 $318K
Main Management LLC 0.02% No change 4,825 $318K
Cassilly Financial Group LLC 0.28% — 4,812 $318K
Freedom Investment Management, Inc. 0.09% Reduce -6.4% 4,810 $317K
Mitchell Sinkler & Starr 0.14% No change 4,810 $317K
Barnes Dennig Private Wealth Management LLC 0.32% Add +22.1% 4,805 $317K
Legacy Wealth Managment, LLC 0.15% Reduce -5.6% 4,804 $317K
LJI Wealth Management, LLC 0.05% Add +9.5% 4,803 $317K
Northeast Investment Management 0.01% No change 4,789 $316K
Gibbs Wealth Management 0.08% No change 4,572 $316K
Steinberganna Wealth Management 0.15% Add +0.4% 4,786 $316K
Dumont & Blake Investment Advisors LLC 0.08% Add +0.0% 4,766 $315K
WealthPLAN Partners, LLC 0.05% Reduce -1.9% 4,769 $315K
Meritage Portfolio Management 0.02% Reduce -6.1% 4,741 $313K
Zuckerman Investment Group, LLC 0.03% No change 4,735 $313K
Cascade Financial Partners, LLC 0.03% No change 4,718 $311K
4WEALTH Advisors, Inc. 0.27% Add +2.6% 4,709 $311K
Ellsworth Advisors, LLC 0.06% Reduce -7.8% 4,421 $311K
TrueWealth Advisors, LLC 0.08% Reduce -3.6% 4,705 $311K
Resurgent Financial Advisors LLC 0.16% Reduce -1.6% 4,684 $309K
Mattson Financial Services, LLC 0.07% Add +0.9% 4,682 $309K
Birchwood Financial Partners, Inc. 0.31% — 4,680 $309K
Grandfield & Dodd, LLC 0.02% New 4,680 $309K
Integrity Advisory Solutions, LLC 0.04% Add +0.9% 4,675 $309K
Moss Adams Wealth Advisors LLC 0.02% Reduce -15.2% 4,668 $308K
Creative Capital Management Investments LLC 0.09% Reduce -1.9% 4,663 $308K
Apriem Advisors 0.03% No change 4,645 $307K
Barnes Pettey Financial Advisors, LLC 0.15% Add +7.0% 4,642 $306K
Geneva Partners, LLC 0.11% Add +0.4% 4,629 $306K
Family Manage LLC 0.04% No change 4,627 $305K
Morton Capital Management LLC 0.05% Add +0.1% 4,615 $305K
BCGM Wealth Management, LLC 0.08% Reduce -29.7% 4,612 $304K
Heritage Family Offices, LLP 0.14% Reduce -15.2% 4,610 $304K
Barr E S & Co. 0.02% Reduce -24.2% 4,610 $304K
Legacy PCG, LLC 0.19% Reduce -31.6% 4,602 $304K
Kirtland Hills Capital Management, LLC 0.11% Add +9.1% 4,597 $303K
Sentry LLC 0.08% No change 4,575 $302K
Stonebridge Capital Advisors LLC 0.02% Add +20.6% 4,559 $301K
Fortis Capital Management LLC 0.04% Reduce -3.1% 4,555 $301K
Granite Investment Partners, LLC 0.02% No change 4,555 $301K
WealthPlan Investment Management, LLC 0.02% Add +13.7% 4,551 $300K
Lifeworks Advisors, LLC 0.04% Reduce -1.5% 4,551 $300K
Aristotle Capital Boston, LLC 0.02% Add +1874.3% 4,541 $300K
Beaton Management Co. Inc. 0.13% No change 4,530 $299K
Atwood & Palmer Inc. 0.02% No change 4,530 $299K
Nabity-Jensen Investment Management Inc 0.20% No change 4,525 $299K
Auour Investments LLC 0.10% No change 4,525 $299K
MB Generational Wealth, LLC 0.16% Reduce -23.6% 4,522 $298K
Centric Wealth Management 0.06% Reduce -0.3% 4,309 $298K
Summit Asset Management, LLC 0.04% Reduce -58.8% 4,518 $298K
KFG Wealth Management, LLC 0.04% Reduce -10.5% 4,510 $298K
Bcwm, LLC 0.09% Add +29.6% 4,494 $297K
Medallion Wealth Advisors, LLC 0.10% Reduce -3.8% 4,482 $296K
Potomac Fund Management Inc. 0.01% Reduce -5.3% 4,477 $296K
Commonwealth Retirement Investments LLC 0.09% No change 4,455 $294K
Affinity Wealth Management LLC 0.04% No change 4,450 $294K
Praetorian Wealth Management, Inc. 0.06% Reduce -5.2% 4,437 $293K
Chilton Investment Co. Inc. 0.01% New 4,435 $293K
West Wealth Group, LLC 0.06% Reduce -21.8% 4,400 $290K
WestHill Financial Advisors, Inc. 0.06% Reduce -3.3% 4,396 $290K
Prostatis Group LLC 0.07% Add +12.9% 4,395 $290K
Trademark Financial Management, LLC 0.16% Reduce -3.7% 4,391 $290K
Leelyn Smith, LLC 0.04% Add +29.1% 4,391 $290K
St Germain D J Co. Inc. 0.01% No change 4,388 $290K
MADDEN SECURITIES Corp 0.09% Reduce -0.9% 4,372 $289K
Hanson & Doremus Investment Management 0.03% No change 4,370 $288K
Eagle Bay Advisors LLC 0.21% Reduce -29.5% 4,362 $288K
Family Office Research LLC 0.12% Reduce -14.0% 4,282 $287K
Everhart Financial Group, Inc. 0.03% Reduce -0.0% 4,330 $286K
Golden Reserve Retirement LLC 0.05% New 4,327 $286K
Vernal Point Advisors, LLC 0.12% No change 4,320 $285K
Douglass Winthrop Advisors, LLC 0.01% No change 4,320 $285K
Frank, Rimerman Advisors LLC 0.02% No change 4,300 $284K
Flaharty Asset Management, LLC 0.04% Add +0.6% 4,273 $282K
Denver Wealth Management, Inc. 0.10% Add +0.3% 4,266 $282K
Spirit of America Management Corp. 0.06% Reduce -50.3% 4,054 $281K
Alexander Randolph Advisory, Inc. 0.23% No change 4,256 $281K
True North Advisors, LLC 0.04% Add +17.9% 4,245 $280K
Asset One Wealth Management LLC 0.04% — 4,043 $280K
Princeton Capital Management LLC 0.07% No change 4,240 $280K
4J Wealth Management LLC 0.16% Reduce -5.1% 4,239 $280K
Lexington Hill Partners, LLC 0.21% — 4,230 $279K
Integral Investment Advisors, Inc. 0.07% Add +7.8% 4,230 $279K
Alpha Financial Advisors, LLC 0.09% No change 4,221 $279K
GSG Advisors LLC 0.07% Add +0.5% 4,219 $278K
Liberty Wealth Management LLC 0.04% Reduce -1.6% 4,215 $278K
Tripletail Wealth Management, LLC 0.35% Reduce -11.3% 4,210 $278K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $277K
Patrick M Sweeney & Associates, Inc. 0.17% No change 4,187 $276K
Summit Wealth Group, LLC 0.06% No change 4,183 $276K
Chris Bulman Inc 0.12% No change 4,180 $276K
Alterna Wealth Management, Inc. 0.23% New 4,170 $275K
Intellectus Partners, LLC 0.05% New 4,167 $275K
TABR Capital Management, LLC 0.18% Reduce -0.2% 4,154 $274K
Cove Private Wealth, LLC 0.08% No change 4,140 $273K
Nixon Peabody Trust Co. 0.02% Add +19.7% 4,119 $272K
Chilton Capital Management LLC 0.01% Add +2.8% 4,112 $271K
Cordoba Advisory Partners LLC 0.07% — 4,105 $271K
Clayton Financial Group LLC 0.14% Add +27.8% 4,091 $270K
Aufman Associates Inc 0.14% No change 4,091 $270K
Heartwood Wealth Advisors LLC 0.02% Add +7.4% 4,070 $269K
Rock Point Advisors, LLC 0.07% Add +8.1% 4,064 $268K
Alpha Omega Wealth Management LLC 0.04% Reduce -2.9% 4,061 $268K
Mengis Capital Management, Inc. 0.05% Add +0.3% 4,060 $268K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Add +0.4% 4,053 $267K
Green Ridge Wealth Planning LLC 0.14% — 4,050 $267K
Strategy Asset Managers LLC 0.04% Add +6.5% 4,045 $267K
Buffalo Business & Estate Services Ltd. 0.04% — 4,038 $267K
First American Trust, FSB 0.02% Reduce -11.7% 4,038 $266K
Foster Victor Wealth Advisors, LLC 0.02% Add +0.3% 3,800 $266K
Annex Advisory Services, LLC 0.01% Add +17.1% 4,017 $265K
Cardinal Point Capital Management ULC 0.02% Add +0.0% 4,010 $265K
Trailhead Planners LLC 0.26% — 4,000 $264K
Approach Retirement Advisors, LLC 0.23% — 4,000 $264K
Mainsail Asset Management, LLC 0.11% No change 4,000 $264K
DecisionMap Wealth Management, LLC 0.16% Reduce -4.1% 3,999 $264K
Morton Brown Family Wealth, LLC 0.07% No change 3,997 $264K
Balance Wealth Partners LLC 0.08% Reduce -7.2% 3,989 $263K
Grove Street Fiduciary, LLC 0.11% No change 3,987 $263K
Jim Saulnier & Associates, LLC 0.14% Add +2.2% 3,986 $263K
Ceera Investments, LLC 0.10% Add +0.3% 3,986 $263K
Coastwise Capital Group, LLC 0.14% Add +0.5% 3,979 $263K
Equity Wealth Partners, LLC 0.17% Reduce -3.9% 3,974 $262K
Great Lakes Advisors, LLC 0.00% New 3,971 $262K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $262K
Summit Wealth & Retirement Planning, Inc. 0.06% No change 3,955 $261K
Ifrah Financial Services, Inc. 0.07% Add +0.1% 3,948 $261K
Strategic Advisors LLC 0.04% No change 3,935 $260K
Rise Advisors, LLC 0.09% Reduce -4.1% 3,932 $259K
Dala Group, LLC 0.22% — 3,924 $259K
Total Clarity Wealth Management, Inc. 0.06% New 3,916 $258K
Northwest Bancshares, Inc. 0.05% New 3,901 $257K
Magnolia Private Wealth, LLC 0.18% No change 3,900 $257K
Aegis Wealth Management LLC 0.15% Reduce -19.6% 3,900 $257K
Rodgers & Associates, LTD 0.03% No change 3,899 $257K
Fairview Capital Investment Management, LLC 0.01% No change 3,890 $257K
Colonial River Investments, LLC 0.09% Add +4.4% 3,890 $257K
Inlet Private Wealth, LLC 0.06% No change 3,880 $256K
Shira Ridge Wealth Management 0.10% Reduce -34.2% 3,877 $256K
Legacy Solutions, LLC 0.22% Add +0.1% 3,875 $256K
Collier Financial 0.19% Add +5.6% 3,866 $255K
Braun-Bostich & Associates Inc. 0.16% Add +9.7% 3,866 $255K
Visionary Wealth Advisors 0.01% Add +0.1% 3,856 $255K
Addison Advisors LLC 0.06% Reduce -3.9% 3,844 $254K
Koa Wealth Management, LLC 0.17% New 3,809 $251K
Bravera Wealth 0.13% — 3,800 $251K
Beacon Financial Advisory LLC 0.06% Reduce -15.1% 3,782 $250K
O'ROURKE & COMPANY, Inc 0.10% Add +0.1% 3,778 $249K
LongView Wealth Management 0.06% Reduce -0.6% 3,593 $249K
Burney Co./ 0.01% Reduce -54.0% 3,766 $249K
Inspire Trust Co, N.A. 0.04% New 3,761 $248K
Northstar Advisory Group, LLC 0.09% Reduce -91.5% 3,756 $248K
Andina Capital Management, LLC 0.15% New 3,755 $248K
Hall Capital Management Co. Inc. 0.10% No change 3,750 $248K
Dunhill Financial, LLC 0.08% Add +74.8% 3,748 $247K
Topsail Wealth Management, LLC 0.04% Add +0.1% 3,726 $246K
Gold Investment Management Ltd. 0.08% No change 3,725 $246K
Bell Bank 0.01% New 3,725 $246K
SPWM Advisors LLC 0.23% — 3,715 $245K
Charles Schwab Trust Co 0.02% Reduce -22.3% 3,710 $245K
Amicus Financial Advisors, LLC 0.07% — 3,706 $245K
Elevated Capital Advisors, LLC 0.06% Add +0.5% 3,688 $243K
Bridgewealth Advisory Group, LLC 0.05% Reduce -6.5% 3,686 $243K
Manske Wealth Management 0.07% Add +3.5% 3,683 $243K
BTC Capital Management, Inc. 0.02% No change 3,674 $242K
First PREMIER Bank 0.06% No change 3,675 $242K
Curran Financial Partners, LLC 0.05% Reduce -4.5% 3,661 $242K
WPWealth LLP 0.04% Reduce -0.1% 3,655 $241K
Epiq Partners, LLC 0.12% No change 3,650 $241K
Symmetry Partners, LLC 0.01% Reduce -1.0% 3,641 $240K
Covenant Asset Management, LLC 0.05% No change 3,640 $240K
Shum Financial Group, Inc. 0.17% No change 3,631 $240K
Fairvoy Private Wealth, LLC 0.05% Reduce -6.1% 3,628 $239K
Tortuga Wealth Management, Inc 0.25% — 3,623 $239K
Worth Financial Advisory Group, LLC 0.12% No change 3,620 $239K
Baldwin Investment Management, LLC 0.03% No change 3,620 $239K
Auctus Advisors LLC 0.22% — 3,597 $237K
EdgeRock Capital LLC 0.06% New 3,594 $237K
GoalVest Advisory LLC 0.05% No change 3,592 $237K
CNB Bank 0.10% Add +1.6% 3,591 $237K
CM Wealth Advisors LLC 0.05% Add +7.1% 3,588 $237K
Matthew Goff Investment Advisor, LLC 0.04% Reduce -0.9% 3,577 $236K
Penney Financial, LLC 0.09% Reduce -14.4% 3,575 $236K
Holderness Investments Co. 0.05% No change 3,575 $236K
Westshore Wealth, LLC 0.08% Add +2.5% 3,573 $236K
City Center Advisors, LLC 0.22% No change 3,568 $235K
Vista Capital Partners, Inc. 0.02% Add +15.9% 3,568 $235K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 3,542 $234K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -4.2% 3,533 $233K
Reliant Wealth Planning 0.07% No change 3,532 $233K
Capstone Financial Advisors, Inc. 0.01% Add +0.5% 3,530 $233K
Chemistry Wealth Management LLC 0.04% No change 3,520 $232K
Icon Wealth Advisors, LLC 0.02% Reduce -9.9% 3,511 $232K
Briggs Wealth Management, Inc 0.25% — 3,500 $231K
Americana Partners, LLC 0.01% Add +14.2% 3,500 $231K
Emergent Wealth Advisors, LLC 0.13% Add +6.2% 3,500 $231K
Bfsg, LLC 0.02% No change 3,492 $230K
Cannon Wealth Management Services, LLC 0.16% Reduce -0.1% 3,488 $230K
Fogel Capital Management, Inc. 0.11% No change 3,480 $230K
Compass Capital Corp. /Ma/ 0.09% Reduce -36.2% 3,200 $230K
Darrow Company, Inc. 0.10% No change 3,478 $230K
Brogan Financial, Inc. 0.10% Add +0.5% 3,477 $229K
Paradigm, Strategies in Wealth Management, LLC 0.15% Add +0.5% 3,476 $229K
Fox Financial, Inc 0.18% Reduce -35.6% 3,470 $229K
Heritage Wealth Management, Inc. 0.06% Add +8.1% 3,469 $229K
Pinnacle Wealth Management Group, Inc. 0.11% Add +8.3% 3,465 $229K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -9.9% 3,457 $228K
Berger Financial Group, Inc 0.01% Reduce -4.8% 3,443 $227K
SMART Wealth LLC 0.07% Add +1.8% 3,438 $227K
Accelerate Investment Advisors LLC 0.15% Add +6.0% 3,434 $227K
Wealth Preservation Advisors, LLC 0.11% Add +2.4% 3,427 $226K
Mustico Financial Group, Inc. 0.17% Reduce -9.1% 3,272 $226K
Gleason Group, Inc. 0.02% Add +2135.3% 3,420 $226K
Detalus Advisors, LLC 0.05% Reduce -1.3% 3,415 $225K
Aspen Wealth Management LLC 0.05% New 3,412 $225K
Foundry Financial Group, Inc. 0.11% Reduce -2.0% 3,402 $225K
WealthPoint Financial, LLC 0.19% — 3,386 $223K
Rosenberg Matthew Hamilton 0.05% Add +0.5% 3,385 $223K
Woodard & Co. Asset Management Group Inc. 0.04% Add +6.3% 3,385 $223K
Palisades Hudson Asset Management, L.P. 0.09% No change 3,373 $223K
Aull & Monroe Investment Management Corp 0.11% No change 3,375 $223K
Legacy Financial Group, Inc. 0.06% Add +0.5% 3,366 $222K
Focused Wealth Management, Inc 0.02% Add +0.5% 3,365 $222K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.2% 3,362 $222K
Pathway Financial Advisors LLC 0.03% Reduce -11.2% 3,216 $221K
F&V Capital Management, LLC 0.05% No change 3,350 $221K
Wealth Architects, LLC 0.02% No change 3,340 $220K
Strategic Financial Planning, Inc. 0.13% No change 3,338 $220K
Foguth Wealth Management, LLC. 0.03% — 3,282 $220K
TCP Asset Management, LLC 0.04% No change 3,325 $219K
Golden Road Advisors LLC 0.12% Reduce -4.7% 3,314 $219K
Frazier Financial Advisors, LLC 0.13% Add +0.4% 3,310 $218K
LeClair Wealth Partners LLC 0.13% No change 3,309 $218K
Opal Capital LLC 0.05% — 3,039 $218K
Lazari Capital Management, Inc. 0.07% Add +7.2% 3,306 $218K
Roehl & Yi Investment Advisors, LLC 0.09% No change 3,300 $218K
Brindle & Bay Financial Advisors, LLC 0.14% — 3,300 $218K
Warren Street Wealth Advisors, LLC 0.06% Reduce -78.4% 3,290 $217K
Thor Investment Management Inc. /Oh/ 0.12% Reduce -3.2% 3,290 $217K
Aspen Capital Management, LLC 0.05% Reduce -8.5% 3,278 $216K
Fiduciary Family Office, LLC 0.06% No change 3,275 $216K
55 North Private Wealth, LLC 0.06% — 3,273 $216K
Sageworth Trust Co of South Dakota 0.18% No change 3,273 $216K
Sittner & Nelson, LLC 0.08% Reduce -0.6% 3,004 $215K
Cyndeo Wealth Partners, LLC 0.01% Add +1.9% 3,257 $215K
Inscription Capital, LLC 0.02% Add +0.5% 3,248 $214K
Monograph Wealth Advisors, LLC 0.02% No change 3,231 $213K
Bridgelight Financial Advisors, Inc. 0.18% — 3,231 $213K
Andrews, Lucia Wealth Management LLC 0.13% No change 3,227 $213K
Cannon Capital Management, Inc. 0.19% — 3,218 $212K
SteelPeak Wealth, LLC 0.01% Reduce -77.3% 3,217 $212K
Asio Capital, LLC 0.03% No change 3,215 $212K
Quent Capital, LLC 0.02% New 3,210 $212K
Freedom Day Solutions, LLC 0.06% No change 3,210 $212K
Cornerstone Advisory, LLC 0.02% Add +0.3% 3,201 $211K
Baldwin Wealth Partners LLC 0.01% New 3,200 $211K
Denver PWM, LLC 0.07% No change 3,398 $211K
Wealthfront Advisers LLC 0.00% New 3,181 $210K
Michael Brady & Co., LLC 0.21% — 3,181 $210K
Veracity Capital LLC 0.06% Reduce -22.6% 3,181 $210K
Triton Wealth Management, PLLC 0.08% New 3,045 $210K
Silverlake Wealth Management LLC 0.05% Reduce -18.7% 3,175 $210K
Stablepoint Partners, LLC 0.03% Add +1.4% 3,172 $209K
Wingate Wealth Advisors, Inc. 0.12% Reduce -66.7% 3,171 $209K
L.K. Benson & Company, P.C. 0.10% Reduce -29.9% 3,162 $209K
Riggs Asset Managment Co. Inc. 0.04% No change 3,156 $208K
Heritage Investment Group, Inc. 0.03% No change 3,156 $208K
Storgate, LLC 0.17% — 3,149 $208K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 3,147 $208K
N.E.W. Advisory Services LLC 0.02% No change 3,144 $208K
Heritage Financial Services, LLC 0.02% Reduce -4.8% 3,141 $207K
Aspire Growth Partners LLC 0.14% Add +0.5% 3,139 $207K
Verum Partners LLC 0.04% Reduce -8.8% 3,133 $207K
Southern Capital Advisors, LLC 0.10% No change 3,120 $206K
Carlson Financial, Inc. 0.12% — 3,103 $205K
Team Hewins, LLC 0.07% No change 3,084 $204K
Wilkins Investment Counsel Inc. 0.03% No change 3,075 $203K
Wharton Business Group, LLC 0.01% No change 3,075 $203K
Mattern Wealth Management LLC 0.04% No change 3,073 $203K
Kassira Wealth Management LLC 0.19% No change 3,070 $203K
InTrack Investment Management Inc 0.11% No change 3,070 $203K
Sierra Ocean, LLC 0.17% New 3,057 $202K
Schroder Investment Management Group 0.00% No change 3,050 $201K
Net Worth Advisory Group 0.04% New 3,047 $201K
IFC & Insurance Marketing, Inc. 0.20% — 3,046 $201K
MJP Associates Inc. 0.03% New 3,042 $201K
Columbia Advisory Partners LLC 0.14% New 3,037 $200K
Beacon Financial Group 0.02% New 3,036 $200K
Van Den Berg Management I, Inc. 0.05% New 3,022 $199K
one8zero8, LLC 0.04% No change 2,980 $197K
Lavaca Capital LLC 0.03% No change 2,975 $196K
Seneschal Advisors, LLC 0.14% No change 2,950 $195K
Global Trust Asset Management, LLC 0.08% Reduce -79.4% 2,893 $191K
Cherry Tree Wealth Management, LLC 0.04% Add +21.2% 2,860 $189K
Osbon Capital Management LLC 0.17% — 2,825 $186K
Prestige Wealth Management Group LLC 0.04% New 2,810 $185K
Evolution Wealth Management Inc. 0.15% Add +11.2% 2,802 $185K
Abound Financial, LLC 0.07% New 2,760 $182K
Rothschild Investment LLC 0.01% Add +72.8% 2,721 $180K
Eukles Asset Management 0.07% No change 2,685 $177K
Torren Management, LLC 0.09% — 2,654 $175K
Concord Wealth Partners 0.02% Reduce -37.3% 2,650 $175K
Marquette Asset Management, LLC 0.02% Reduce -14.0% 2,529 $167K
Steph & Co. 0.05% Add +2.4% 2,522 $166K
Provident Wealth Management, LLC 0.05% Reduce -1.9% 2,518 $166K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 2,518 $166K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 2,500 $165K
Ransom Advisory, Ltd 0.06% New 2,485 $164K
Acumen Wealth Advisors, LLC 0.05% — 2,463 $163K
Perkins Coie Trust Co 0.03% No change 2,450 $162K
WealthCollab, LLC 0.07% No change 2,420 $160K
Meramec Financial Planners, LLC 0.06% — 2,218 $159K
SRH Advisors, LLC 0.05% No change 2,410 $159K
Barrett & Company, Inc. 0.05% No change 2,385 $157K
Ramirez Asset Management, Inc. 0.02% No change 2,375 $157K
Roble, Belko & Company, Inc 0.02% Add +0.2% 2,332 $154K
Cornerstone Planning Group LLC 0.02% Add +4.7% 2,216 $154K
Vision Retirement, LLC 0.04% — 2,325 $153K
Midwest Capital Advisors, LLC 0.07% Reduce -11.3% 2,321 $153K
Optima Capital LLC 0.07% New 2,300 $152K
Pillar Financial Advisors, LLC 0.09% No change 2,285 $151K
Kimelman & Baird, LLC 0.01% No change 2,250 $149K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.12% — 2,245 $148K
Motiv8 Investments LLC 0.08% New 2,220 $147K
Piscataqua Savings Bank 0.10% Reduce -3.0% 2,225 $147K
First United Bank & Trust 0.05% Reduce -18.4% 2,215 $146K
Tanglewood Legacy Advisors, LLC 0.05% Reduce -17.8% 2,165 $143K
Keystone Financial Group, Inc. 0.07% No change 2,158 $142K
Reyes Financial Architecture, Inc. 0.09% No change 2,155 $142K
Turning Point Benefit Group, Inc. 0.07% Reduce -17.0% 2,147 $142K
Woodside Wealth Management LLC 0.10% No change 2,125 $140K
Webster Bank, N. A. 0.01% No change 2,100 $139K
Resources Management Corp. /CT/ 0.02% Add +0.8% 2,072 $137K
Curio Wealth, LLC 0.05% No change 2,017 $136K
Copia Wealth Management 0.10% No change 2,055 $136K
First Financial Corp. 0.05% No change 2,054 $136K
Hara Capital LLC 0.08% No change 2,050 $135K
Sage Mountain Advisors LLC 0.01% Reduce -14.9% 2,030 $134K
Morling Financial Advisors, LLC 0.04% No change 2,011 $133K
Delos Wealth Advisors, LLC 0.09% No change 2,000 $132K
C M Bidwell & Associates Ltd. 0.06% No change 1,980 $131K
Hughes Financial Services, LLC 0.02% Reduce -2.0% 1,940 $128K
Strategic Wealth Partners, Ltd. 0.01% Add +87.9% 1,920 $127K
Horizon Financial Services, LLC 0.06% New 1,917 $127K
Bell Investment Advisors, Inc 0.02% Reduce -2.8% 1,894 $125K
MTM Investment Management, LLC 0.04% Reduce -7.1% 1,890 $125K
Y.D. More Investments Ltd 0.01% No change 1,845 $123K
SBI Securities Co., Ltd. 0.00% Add +1.8% 1,835 $121K
Toth Financial Advisory Corp. 0.01% Add +6.8% 1,771 $117K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 1,750 $116K
3Chopt Investment Partners, LLC 0.03% No change 1,745 $115K
Walsh & Associates, LLC 0.11% — 1,744 $115K
Reflection Asset Management 0.08% — 1,699 $115K
Financial Gravity Asset Management, Inc. 0.02% No change 1,726 $114K
IMG Wealth Management, Inc. 0.07% Add +3005.4% 1,708 $113K
Capital Investment Counsel, Inc 0.01% New 1,700 $112K
JDM Financial Group LLC 0.04% No change 1,695 $112K
Hoese & Co LLP 0.08% No change 1,675 $111K
Halbert Hargrove Global Advisors, LLC 0.01% Add +22.8% 1,665 $110K
Elgethun Capital Management 0.02% Add +2.1% 1,636 $108K
Darwin Wealth Management, LLC 0.03% No change 1,625 $107K
Hamilton Point Investment Advisors, LLC 0.02% New 1,574 $104K
S&T Bank 0.03% No change 1,571 $104K
Sunrise Financial Services, LLC 0.08% — 1,555 $103K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -5.7% 1,527 $100K
Elevation Wealth Partners, LLC 0.04% Reduce -14.6% 1,512 $100K
Mendota Financial Group, LLC 0.07% No change 1,475 $97K
Navalign, LLC 0.02% New 1,471 $97K
McMillan Office, Inc. 0.01% — 1,425 $94K
Cetera Trust Company, N.A 0.05% Add +42.4% 1,424 $94K
Vermillion Wealth Management, Inc. 0.04% Add +113.1% 1,417 $94K
Redwood Park Advisors LLC 0.06% Add +0.5% 1,416 $93K
Integrity Financial Corp 0.05% Add +0.1% 1,385 $91K
Tidemark, LLC 0.03% Reduce -15.8% 1,370 $90K
Basso Capital Management, L.P. 0.05% Reduce -93.7% 1,352 $89K
Sankala Group LLC 0.07% — 1,248 $89K
Harbor Asset Planning, Inc. 0.08% Add +0.5% 1,342 $89K
Red Reef Advisors LLC 0.09% — 1,309 $86K
Founders Capital Management 0.04% Add +0.1% 1,282 $85K
Westside Investment Management, Inc. 0.01% Reduce -2.3% 1,281 $85K
Advantage Trust Co 0.04% No change 1,255 $83K
Entrust Financial LLC 0.06% — 1,220 $81K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% New 1,201 $79K
Gables Capital Management Inc. 0.03% No change 1,195 $79K
RMG Wealth Management LLC 0.01% New 1,387 $74K
Silicon Valley Capital Partners 0.01% Reduce -35.5% 1,094 $72K
Simplex Trading, LLC 0.00% New 1,093 $72K
Blume Capital Management, Inc. 0.01% No change 1,065 $70K
Legacies Wealth LLC 0.04% Add +112.0% 1,060 $70K
Strive Financial Group ,LLC 0.04% — 1,057 $70K
Register Financial Advisors LLC 0.03% Reduce -39.6% 1,047 $69K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.5% 1,053 $69K
Coston, McIsaac & Partners 0.02% Reduce -2.3% 1,034 $68K
Flagship Wealth Advisors, LLC 0.02% No change 1,030 $68K
Tucker Asset Management LLC 0.02% Add +9.7% 1,022 $67K
Beaird Harris Wealth Management, LLC 0.00% No change 1,017 $67K
High Point Wealth Management, LLC 0.06% — 1,000 $66K
Signature Equity Partners, LLC 0.04% — 986 $65K
Trust Co 0.01% No change 970 $64K
Nalls Sherbakoff Group, LLC 0.05% No change 968 $64K
Evelyn Partners Asset Management Ltd 0.01% No change 960 $63K
Dynamic Wealth Strategies, LLC 0.04% No change 950 $63K
Ballast Advisors LLC 0.02% No change 940 $62K
Atlas Capital Advisors Inc. 0.01% — 935 $62K
Breakwater Investment Management 0.02% No change 895 $59K
Pin Oak Investment Advisors Inc. 0.04% No change 809 $58K
Kingdom Financial Group LLC. 0.02% New 839 $55K
Graney & King, LLC 0.03% Reduce -19.6% 822 $54K
Raleigh Capital Management Inc. 0.02% Add +151.1% 806 $53K
Atomic Invest LLC 0.03% — 787 $53K
Maseco LLP 0.00% New 791 $52K
Pioneer Family Office, LLC 0.04% — 787 $52K
Roxbury Financial LLC 0.05% Add +0.3% 781 $52K
Aventura Private Wealth, LLC 0.02% Reduce -1.3% 781 $52K
Ankerstar Wealth, LLC 0.05% — 755 $50K
Smallwood Wealth Investment Management, LLC 0.03% No change 750 $50K
Cape Investment Advisory, Inc. 0.02% No change 750 $50K
Marshall & Sterling Wealth Advisors Inc. 0.03% Reduce -16.6% 749 $49K
Triumph Capital Management 0.01% New 739 $49K
Raffa Wealth Management, LLC 0.01% New 728 $48K
Measured Wealth Private Client Group, LLC 0.01% Reduce -61.2% 719 $47K
NFSG Corp 0.01% Add +0.6% 701 $46K
Hamrick Investment Counsel, llc 0.03% — 676 $45K
Access Investment Management LLC 0.01% No change 675 $44K
Delta Asset Management LLC 0.00% No change 665 $44K
LRI Investments, LLC 0.00% No change 652 $43K
Quest 10 Wealth Builders, Inc. 0.04% Add +52.5% 636 $42K
Arjuna Capital 0.01% New 630 $42K
True Wealth Design, LLC 0.01% No change 625 $41K
Bank & Trust Co 0.03% New 621 $41K
Garton & Associates Financial Advisors LLC 0.02% — 600 $40K
Garner Asset Management Corp 0.01% New 590 $39K
Timmons Wealth Management, LLC 0.04% — 563 $37K
American Capital Advisory, LLC 0.02% No change 562 $37K
Evolution Advisers, Inc. 0.02% No change 565 $37K
Maryland Capital Advisors Inc. 0.01% Add +240.7% 552 $36K
Elevate Wealth Advisory, Inc. 0.02% No change 540 $36K
Truvestments Capital LLC 0.01% No change 537 $35K
New Millennium Group LLC 0.02% Reduce -0.7% 533 $35K
Kelleher Financial Advisors 0.01% No change 525 $35K
Compass Financial Services Inc 0.01% Reduce -52.2% 501 $33K
Bellevue Asset Management, LLC 0.01% No change 500 $33K
Covestor Ltd 0.02% Add +5.7% 482 $32K
Pflug Koory, LLC 0.01% Add +0.2% 477 $31K
Investors Research Corp 0.01% Add +17.3% 475 $31K
Davis Capital Management 0.02% No change 465 $31K
SYM FINANCIAL Corp 0.00% Reduce -86.6% 455 $30K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -27.2% 442 $29K
Minot DeBlois Advisors LLC 0.03% No change 435 $29K
Networth Advisors, LLC 0.02% — 428 $28K
DecisionPoint Financial, LLC 0.01% No change 420 $28K
Vermillion & White Wealth Management Group, LLC 0.01% No change 407 $27K
Strategic Investment Solutions, Inc. 0.01% No change 405 $27K
Realta Investment Advisors 0.01% No change 396 $26K
Strategic Advocates LLC 0.01% Add +8.9% 391 $26K
Financial Consulate, Inc. 0.00% Add +1.6% 371 $24K
Wiser Advisor Group LLC 0.03% Add +0.3% 357 $24K
Stephens Consulting, LLC 0.01% Reduce -4.2% 345 $23K
Holos Integrated Wealth LLC 0.01% New 340 $23K
Cary Street Partners Investment Advisory LLC 0.01% Add +10.1% 328 $22K
Paladin Partners, LLC 0.02% — 325 $21K
POM Investment Strategies, LLC 0.01% Add +3.2% 319 $21K
West Branch Capital LLC 0.01% Reduce -23.1% 300 $20K
MGB Wealth Management, LLC 0.01% No change 294 $20K
VSM Wealth Advisory, LLC 0.01% No change 290 $19K
Signature Resources Capital Management, LLC 0.01% No change 284 $19K
Modus Advisors, LLC 0.00% New 275 $18K
GPS Wealth Strategies Group, LLC 0.02% Reduce -95.5% 270 $18K
Kozak & Associates, Inc. 0.00% Add +0.4% 256 $18K
Hurley Capital, LLC 0.01% Add +0.4% 267 $18K
Financial Network Wealth Advisors LLC 0.02% Reduce -4.3% 265 $17K
Affinity Wealth LLC 0.01% Add +61.7% 262 $17K
Peterson Wealth Services 0.00% Add +85.7% 260 $17K
Bullock Wealth Management Group 0.01% — 250 $17K
Nova Wealth Management, Inc. 0.01% Add +380.4% 245 $16K
Basecamp Wealth Advisors LLC 0.00% — 245 $16K
Kilter Group LLC 0.01% No change 235 $16K
Caldwell Sutter Capital, Inc. 0.01% Add +5.0% 231 $15K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 230 $15K
Front Row Advisors LLC 0.01% No change 230 $15K
Wilkerson Advisory Group LLC 0.01% — 219 $14K
Manchester Capital Management LLC 0.00% New 217 $14K
PFS Partners, LLC 0.01% Add +0.5% 212 $14K
Lodestone Wealth Management LLC 0.01% New 210 $14K
Cornerstone National Bank & Trust Co 0.01% No change 200 $13K
Align Financial, LLC 0.01% — 12,540 $13K
Cheviot Value Management, LLC 0.00% No change 178 $12K
First Community Trust NA 0.01% Add +54.5% 187 $12K
Grand Wealth Management, LLC 0.01% No change 180 $12K
Arcadia Investment Management Corp. 0.00% New 180 $12K
BankChampaign, National Association 0.01% — 550 $12K
Longview Financial Advisors LLC 0.01% New 175 $12K
Kennebec Savings Bank 0.01% No change 170 $11K
William B. Walkup & Associates, Inc. 0.01% New 169 $11K
WPG Advisers, LLC 0.01% Add +14.2% 161 $11K
Catherine Avery Investment Management LLC 0.01% No change 155 $10K
Comprehensive Financial Planning, Inc. 0.01% Add +100.0% 150 $10K
Manning & Napier Advisors LLC 0.00% No change 145 $10K
LM Advisors LLC 0.04% Reduce -93.4% 624 $9K
Portfolio Resources Advisor Group, Inc. 0.01% — 126 $8K
Byrne Asset Management LLC 0.00% No change 125 $8K
Prudent Man Investment Management, Inc. 0.00% No change 115 $8K
Parvin Asset Management, LLC 0.01% New 109 $7K
Clarity Asset Management, Inc. 0.00% Reduce -71.6% 101 $7K
Highline Wealth Partners LLC 0.00% Add +31.2% 101 $7K
Towne Trust Company, N.A 0.00% New 97 $6K
Estate Planners Group, LLC 0.00% — 96 $6K
Wellington-Altus USA Inc. 0.00% — 80 $5K
Hilton Head Capital Partners, LLC 0.00% — 74 $5K
Palouse Capital Management, Inc. 0.00% New 66 $4K
Howe & Rusling Inc. 0.00% No change 65 $4K
Ulland Investment Advisors, LLC 0.00% No change 65 $4K
Financial Freedom, LLC 0.00% Add +1.7% 59 $4K
Monetary Solutions, Ltd 0.00% — 57 $4K
Heritage Wealth Advisors 0.00% Reduce -66.7% 55 $4K
Wagner Wealth Management, LLC 0.00% New 54 $4K
Valued Wealth Advisors LLC 0.00% Add +165.0% 53 $3K
Game Plan Financial Advisors, LLC 0.00% Reduce -44.4% 50 $3K
Morse Asset Management, Inc 0.00% No change 47 $3K
Wealth Watch Advisors, INC 0.00% New 40 $3K
Westfuller Advisors, LLC 0.00% New 36 $2K
Hager Investment Management Services, LLC 0.00% No change 35 $2K
Atlantic Private Wealth, LLC 0.00% No change 21 $1K
Bridge Generations Wealth Management LLC 0.00% No change 20 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -36.7% 19 $1K
Transamerica Financial Advisors, LLC 0.00% New 19 $1K
Gould Capital, LLC 0.00% No change 16 $1K
Fairscale Capital, LLC 0.00% New 16 $1K
Luminist Capital LLC 0.00% No change 5 $330
Rakuten Securities, Inc. 0.00% New 3 $198
REAP Financial Group, LLC 0.00% No change 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.