iShares Core S&P Midcap ETFIJHETF

13F holders, Q1 2026 (March 31)
2,666holders +17
100new positions
82sold out
6famous investors
$67.41avg. 13F price*

At the end of Q1 2026, 2,666 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 17 from Q4 2025. 100 opened new positions and 82 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.7B), Bank of America Corp. ($4.5B) and Bank of New York Mellon Corp ($4.0B). 6 famous investors held it, including Jeff Smith (8.6% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions100$154.6M
Exits82$264.2M

All 13F filers, Q4 2025 → Q1 2026: 65,078,500 shares bought and 34,841,477 shares sold, net +30,237,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,666 holders

Northwestern Mutual Wealth Management Co. 5.36% Add +3.2% 128,823,592 $8.7B
Bank of America Corp. 0.33% Reduce -2.8% 67,162,982 $4.5B
Bank of New York Mellon Corp 0.73% Add +0.3% 58,734,173 $4.0B
Wells Fargo & Company 0.72% Add +2.2% 53,508,393 $3.6B
FMR LLC 0.19% Add +11.0% 52,974,655 $3.6B
Goldman Sachs Group Inc. 0.36% Add +36.9% 40,473,497 $2.7B
Morgan Stanley 0.15% Reduce -0.3% 36,882,226 $2.5B
Raymond James Financial Inc. 0.76% Add +1.7% 36,437,011 $2.5B
Envestnet Asset Management Inc. 0.65% Add +5.4% 36,038,875 $2.4B
BlackRock, Inc. 0.03% Add +4.8% 27,964,904 $1.9B
UBS Group AG 0.29% Add +4.8% 24,237,029 $1.6B
Northern Trust Corp. 0.21% Add +1.6% 23,838,148 $1.6B
LPL Financial LLC 0.41% Reduce -20.8% 23,069,377 $1.6B
Royal Bank of Canada 0.28% Reduce -12.7% 22,027,238 $1.5B
JPMorgan Chase & Co. 0.07% Add +3.8% 16,820,236 $1.1B
Mariner, LLC 1.27% Add +7.1% 16,112,547 $1.1B
PNC Financial Services Group, Inc. 0.62% Add +1.7% 15,872,639 $1.1B
First Command Advisory Services, Inc. 7.19% Add +0.8% 15,798,650 $1.1B
Acorns Advisers, LLC 6.94% Add +1.3% 13,833,265 $934.2M
Regions Financial Corp. 4.45% Add +1.8% 10,146,012 $685.2M
Truist Financial Corp. 0.91% Add +7.4% 9,954,225 $672.2M
Keybank National Association 2.26% Add +1.0% 9,151,043 $618.0M
Ameriprise Financial Inc. 0.14% Reduce -2.3% 8,695,131 $587.3M
Northwestern Mutual Investment Management Company, LLC 8.77% Reduce -23.5% 8,565,258 $578.4M
Millburn Ridgefield LLC 12.03% Add +6.3% 8,281,613 $559.3M
Catalyst Capital Advisors LLC 10.42% Add +6.3% 8,281,613 $559.3M
Jones Financial Companies LLLP 0.26% Add +21.1% 8,269,770 $548.8M
Financial Engines Advisors L.L.C. 1.08% Reduce -4.0% 7,899,274 $533.4M
&partners 2.60% Add +11.2% 7,777,803 $526.0M
HighTower Advisors, LLC 0.55% Reduce -1.9% 7,735,222 $522.4M
Wealthspire Advisors, LLC 4.09% Add +0.9% 7,709,430 $520.6M
Fifth Third Bancorp 0.91% Add +58.2% 7,404,697 $500.0M
Pathstone Holdings, LLC 1.90% Add +1.1% 7,085,087 $478.5M
Bank of Montreal 0.19% Add +1.3% 6,683,607 $451.3M
Starboard Value 8.62% Add +11.1% 5,830,656 $393.7M
Bridges Investment Management Inc. 5.29% Reduce -3.9% 5,782,188 $390.5M
Municipal Employees' Retirement System of Michigan 4.37% Add +24.1% 5,705,045 $385.3M
Cerity Partners LLC 0.54% Add +11.1% 5,668,264 $382.8M
MAI Capital Management 2.10% Add +1.0% 5,482,046 $370.2M
Alesco Advisors, LLC, An ESL Co 9.29% Add +0.3% 5,389,687 $364.0M
US Bancorp \de 0.42% Reduce -0.2% 5,076,431 $342.8M
Corient Private Wealth LP 0.47% Add +1.0% 4,920,135 $329.2M
Commonwealth Equity Services, LLC 0.46% Reduce -6.1% 4,857,647 $328.0M
Creative Planning 0.22% Add +1.6% 4,838,549 $326.7M
Circle Wealth Management, LLC 4.42% Reduce -0.6% 4,587,095 $309.8M
Davis R M Inc. 4.39% Add +2.5% 3,660,276 $247.2M
Baird Financial Group, Inc. 0.37% Add +2.1% 3,539,416 $239.0M
Cetera Investment Advisers 0.25% Reduce -2.7% 3,532,959 $238.6M
Franklin Resources Inc. 0.05% Reduce -1.0% 3,139,545 $212.0M
Osaic Holdings, Inc. 0.31% Add +9.0% 3,119,270 $210.6M
Rockefeller Capital Management L.P. 0.37% Add +7.8% 3,114,696 $210.3M
Valeo Financial Advisors, LLC 5.01% Reduce -4.0% 3,212,980 $209.6M
Citizens Financial Group Inc. 2.87% Add +0.8% 3,056,960 $206.4M
Steward Partners Investment Advisory, LLC 1.05% Reduce -0.9% 3,052,163 $206.1M
MML Investors Services, LLC 0.54% Reduce -12.5% 2,896,473 $195.6M
First Financial Bankshares Inc 3.91% Reduce -1.9% 2,865,249 $193.5M
Bleakley Financial Group, LLC 2.70% Add +38.3% 2,560,144 $172.9M
BLB&B Advisors, LLC 7.13% Add +2.6% 2,556,602 $172.6M
Stifel Financial Corp. 0.16% Add +1.7% 2,520,964 $170.2M
Haverford Trust Co 1.54% Reduce -4.0% 2,482,054 $167.6M
Focus Partners Wealth 0.19% Add +2.3% 2,471,080 $166.9M
Alaska Permanent Capital Management, LLC 11.20% Add +6.7% 2,368,505 $159.8M
Sand Hill Global Advisors, LLC 5.34% Add +2.9% 2,349,194 $158.6M
Atlantic Union Bankshares Corp 3.04% Reduce -4.3% 2,342,248 $158.2M
Captrust Financial Advisors 0.27% Reduce -2.2% 2,276,302 $153.7M
Cresset Asset Management, LLC 0.63% Add +2.5% 2,162,743 $146.1M
BNP Paribas Financial Markets 0.10% Add +741.7% 2,161,045 $145.9M
Members Trust Co 4.79% Reduce -1.4% 2,134,458 $144.1M
Mesirow Financial Investment Management, Inc. 2.26% Add +251.3% 2,063,935 $139.4M
SWF LLC 11.93% Add +8.4% 2,026,021 $136.8M
Cahaba Wealth Management, Inc. 9.26% Add +3.2% 2,020,659 $136.5M
Sigma Investment Counselors Inc. 6.99% Reduce -3.8% 1,958,083 $132.2M
Mercer Global Advisors Inc. 0.19% Reduce -14.8% 1,939,554 $131.0M
Wealth Enhancement Advisory Services, LLC 0.29% Reduce -21.0% 2,014,496 $130.0M
Farmers & Merchants Investments Inc. 3.51% Add +2.9% 1,885,265 $127.3M
Hamilton Capital, LLC 6.49% Add +2.1% 1,854,431 $125.2M
Whittier Trust Co. 1.41% Add +0.1% 1,821,978 $124.7M
Badgley Phelps Wealth Managers, LLC 2.42% Add +0.6% 1,797,937 $121.4M
Fiduciary Trust Co 1.41% Reduce -1.9% 1,770,894 $119.6M
UMB Bank, n.a. 1.67% Reduce -3.0% 1,765,898 $119.3M
Moneta Group Investment Advisors LLC 0.88% Add +0.1% 1,725,321 $116.5M
Acropolis Investment Management, LLC 5.13% Reduce -0.3% 1,720,404 $116.2M
Bokf, NA 1.74% Add +0.3% 1,682,638 $113.6M
Bessemer Group Inc. 0.18% Add +2.2% 1,671,479 $112.9M
AlTi Global, Inc. 2.38% Add +1.3% 1,621,396 $109.5M
Lutz Financial Services LLC 7.25% Add +1.3% 1,598,474 $107.9M
Flputnam Investment Management Co. 1.58% Reduce -1.9% 1,571,330 $106.1M
Greenleaf Trust 1.04% Reduce -4.8% 1,565,305 $105.7M
Klingman & Associates, LLC 5.09% Add +2.9% 1,556,145 $105.1M
First Interstate Bank 5.88% Add +2.1% 1,548,799 $104.6M
Dynasty Wealth Management, LLC 0.87% Add +401.4% 1,470,494 $99.3M
Avidian Wealth Enterprises, LLC 3.13% Add +36.6% 1,460,891 $98.7M
Ally Invest Advisors Inc. 6.64% Add +3.0% 1,460,194 $98.6M
Sage Financial Group Inc. 6.39% Add +3.0% 1,454,616 $98.2M
HORAN Wealth, LLC 9.33% Add +100.4% 1,470,176 $98.2M
Connecticut Wealth Management, LLC 4.08% Reduce -21.6% 1,442,514 $97.4M
Beacon Pointe Advisors, LLC 0.52% Add +183.6% 1,438,214 $97.1M
Cambridge Investment Research Advisors, Inc. 0.25% Add +24.2% 1,424,309 $96.2M
Accredited Investors Inc. 5.15% Add +0.1% 1,413,879 $95.5M
Lee Financial Co 13.34% Add +0.3% 1,399,885 $94.5M
State Street Corp. 0.00% Add +1.2% 1,387,563 $93.7M
Linscomb Wealth, Inc. 4.11% Reduce -15.4% 1,365,948 $92.2M
M&T Bank Corp 0.30% Reduce -3.9% 1,343,949 $90.8M
Legacy Wealth Management, LLC 5.22% Reduce -1.9% 1,324,253 $89.4M
Nisa Investment Advisors, LLC 0.33% Add +0.2% 1,321,094 $89.2M
Planning Alternatives Ltd. 11.33% Add +2.1% 1,299,753 $87.8M
FIL Ltd 0.07% Add +7.2% 1,296,418 $87.5M
Harbour Investments, Inc. 1.31% Add +0.3% 1,257,653 $84.9M
Whittier Trust Co. of Nevada Inc. 1.73% Add +5.5% 1,228,028 $84.1M
BOK Financial Private Wealth, Inc. 4.93% Reduce -2.5% 1,208,022 $81.6M
Alaska Wealth Advisors, LLC 9.76% Add +2.3% 1,203,288 $81.3M
Ballentine Partners, LLC 1.10% Add +0.1% 1,174,384 $79.3M
Principal Financial Group Inc. 0.04% Add +213.1% 1,164,240 $78.6M
Bartlett & Co. Wealth Management LLC 1.00% Add +26.1% 1,084,242 $78.4M
Coldstream Capital Management Inc. 0.97% Reduce -1.3% 1,158,510 $78.2M
Goelzer Investment Management, Inc. 3.76% Add +2.8% 1,152,695 $77.8M
Alliancebernstein L.P. 0.03% Reduce -1.4% 1,176,580 $77.7M
Leonard Rickey Investment Advisors P.L.L.C. 13.23% Reduce -0.8% 1,131,756 $76.4M
State of Michigan Retirement System 0.40% Add +9.4% 1,131,710 $76.4M
RKL Wealth Management LLC 6.79% Reduce -9.6% 1,117,499 $75.5M
RMR Wealth Builders 5.90% Reduce -2.2% 1,109,425 $74.9M
Pine Ridge Advisers LLC 5.22% No change 1,088,350 $73.5M
Stratos Wealth Partners, LTD. 0.84% Add +1.8% 1,088,298 $73.5M
MCF Advisors LLC 3.21% Add +6.7% 1,082,976 $73.1M
Destination Wealth Management 1.86% Add +1.4% 1,058,158 $71.5M
Axxcess Wealth Management, LLC 2.27% Reduce -0.1% 1,048,923 $70.8M
Crewe Advisors LLC 5.84% Add +8.9% 1,013,534 $68.4M
Hancock Whitney Corp. 1.15% Add +18.4% 911,115 $66.0M
Arkansas Financial Group, Inc. 9.19% Reduce -4.8% 934,195 $65.9M
Private Advisor Group, LLC 0.31% Add +2.4% 972,309 $65.7M
Summit Financial Strategies, Inc. 5.17% Add +15.2% 972,216 $65.7M
Capital Asset Advisory Services LLC 2.52% Add +2.6% 894,526 $65.6M
Chicago Partners Investment Group LLC 1.45% Reduce -2.0% 894,279 $65.0M
Manufacturers Life Insurance Company, The 0.06% Add +0.3% 947,313 $64.0M
Kestra Advisory Services, LLC 0.24% Reduce -3.9% 943,599 $63.7M
Bangor Savings Bank 5.01% Reduce -3.9% 927,706 $62.6M
Clearstead Advisors, LLC 0.57% Reduce -1.5% 927,593 $62.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.24% — 927,166 $62.6M
Arrow Financial Corp 6.28% Add +11.3% 924,486 $62.4M
CKW Financial Group 6.79% Add +1.0% 914,546 $62.3M
Chandler Asset Management, Inc. 9.33% Reduce -38.3% 910,858 $61.5M
MBL Wealth, LLC 4.65% Add +4.8% 908,796 $61.4M
Quotient Wealth Partners, LLC 1.61% Add +8113.6% 907,107 $61.3M
Charter Capital Management, LLC\DE 30.54% Add +1.9% 903,247 $61.0M
Valmark Advisers, Inc. 0.72% Reduce -0.1% 900,671 $60.8M
Consolidated Portfolio Review Corp 5.54% No change 899,150 $60.7M
Fulton Breakefield Broenniman LLC 3.94% Add +35.8% 893,997 $60.4M
Waverly Advisors, LLC 0.44% Reduce -1.4% 870,011 $58.8M
Magnus Financial Group LLC 4.74% Add +5.3% 858,271 $58.0M
Private Wealth Asset Management, LLC 6.09% Add +0.1% 844,216 $57.0M
West Paces Advisors Inc. 11.00% Reduce -0.7% 841,112 $56.8M
Tarbox Family Office, Inc. 9.12% Reduce -16.8% 832,029 $56.2M
Natixis Advisors, LLC 0.08% Add +13.9% 831,526 $56.2M
Truefg, LLC 14.87% Add +0.1% 830,771 $56.1M
Red Cedar Investment Management, LLC 5.68% Reduce -1.6% 811,975 $54.8M
Wealthquest Corp 3.87% Add +2.5% 807,614 $54.5M
JNBA Financial Advisors 4.51% Reduce -2.0% 802,743 $54.2M
Fifth Third Wealth Advisors LLC 1.83% Reduce -1.5% 800,248 $54.0M
BlueStem Wealth Partners, LLC 5.99% Add +53.4% 797,554 $53.9M
HSBC Holdings PLC 0.03% Reduce -1.1% 779,860 $52.7M
Midland Wealth Advisors, LLC 2.71% Add +10.2% 777,138 $52.5M
Resonant Capital Advisors, LLC 2.75% Add +0.5% 775,959 $52.4M
Portland Global Advisors LLC 5.58% Add +2.9% 775,486 $52.4M
Apollon Wealth Management, LLC 0.85% Add +0.9% 775,050 $52.3M
Commerce Bank 0.25% Add +252.8% 773,121 $52.2M
Modera Wealth Management, LLC 0.62% Reduce -3.4% 771,306 $52.1M
Voya Investment Management LLC 0.06% Reduce -17.7% 743,805 $50.2M
Lido Advisors, LLC 0.20% Reduce -20.4% 733,999 $49.6M
Quadrant Capital Group LLC 1.48% Add +1.2% 731,130 $49.4M
CIBC Bancorp USA Inc. 0.07% — 730,471 $49.3M
Single Point Partners, LLC 9.61% Add +0.7% 715,156 $48.3M
JFS Wealth Advisors, LLC 2.70% Add +0.4% 713,381 $48.2M
MassMutual Private Wealth & Trust, FSB 1.30% Reduce -3.3% 708,900 $47.9M
First Business Financial Services, Inc. 4.25% Add +1.5% 707,534 $47.8M
Oppenheimer & Co. Inc. 0.57% Add +4.9% 691,757 $46.7M
Blair William & Co. 0.13% Add +5.3% 687,309 $46.4M
Nadler Financial Group, Inc. 4.47% Add +3.5% 686,849 $46.4M
Bank of Nova Scotia 0.08% No change 671,000 $45.3M
New England Professional Planning Group Inc. 18.92% Add +2.0% 670,269 $45.3M
Cwm, LLC 0.12% Reduce -4.0% 660,944 $44.6M
American Trust 3.93% Add +1.3% 658,800 $44.5M
Trilogy Capital Inc. 1.97% Add +1.4% 655,677 $44.3M
Lowe Brockenbrough & Co. Inc. 2.16% Add +5.8% 641,674 $43.3M
Courier Capital LLC 2.40% Add +30.9% 636,768 $43.0M
Johnson Investment Counsel Inc. 0.35% Add +1.6% 635,619 $42.9M
MainStreet Investment Advisors LLC 6.45% Reduce -3.0% 635,079 $42.9M
RTD Financial Advisors, Inc. 5.25% Add +0.6% 632,579 $42.7M
Capital Investment Advisors, LLC 0.62% Reduce -1.5% 625,972 $42.3M
Fort Washington Investment Advisors Inc. 0.23% Add +61.3% 618,364 $41.8M
Greenwood Gearhart LLC 2.24% Add +5.4% 612,862 $41.4M
Sequoia Financial Advisors, LLC 0.23% Add +4.2% 604,672 $40.8M
Chesley Taft & Associates LLC 1.70% Reduce -0.7% 603,874 $40.8M
Grove Bank & Trust 4.60% Reduce -13.5% 602,577 $40.7M
FORM Wealth Advisors, LLC 4.72% Reduce -13.2% 596,597 $40.3M
Independent Advisor Alliance 0.43% Add +1776.7% 596,015 $40.2M
Sax Wealth Advisors, LLC 1.94% No change 607,500 $40.1M
Evermay Wealth Management LLC 4.43% Reduce -3.4% 591,793 $40.0M
Diversify Wealth Management, LLC 0.71% Add +1224.3% 556,941 $39.9M
DT Investment Partners, LLC 3.29% Add +1.9% 586,244 $39.6M
Pinnacle Financial Partners, Inc. 0.30% Add +3.0% 579,233 $39.1M
YHB Investment Advisors, Inc. 2.76% Reduce -0.5% 569,512 $38.5M
Beaumont Financial Advisors, LLC 2.62% Add +0.8% 565,412 $38.2M
Lazard Asset Management LLC 0.06% Reduce -1.9% 561,701 $37.9M
Allworth Financial LP 0.15% Reduce -3.2% 560,342 $37.8M
Phillips Financial Management, LLC 2.70% Reduce -25.8% 551,833 $37.3M
Human Investing LLC 5.43% Reduce -5.2% 551,574 $37.2M
Diversified Trust Co. 0.69% Reduce -1.7% 550,987 $37.2M
Bank of Stockton 11.33% Reduce -17.9% 542,553 $36.6M
CJM Wealth Advisers, Ltd. 11.14% Reduce -2.6% 541,370 $36.6M
Pure Financial Advisors, LLC 0.53% Add +4.0% 540,245 $36.5M
Hudock, Inc. 5.36% Add +2.6% 539,395 $36.4M
Concurrent Investment Advisors, LLC 0.40% Add +2.7% 538,822 $36.4M
Winthrop Advisory Group LLC 2.96% Add +135.1% 537,011 $36.3M
Farther Finance Advisors, LLC 0.34% Add +15.5% 531,296 $36.2M
Titleist Asset Management, LLC 2.73% Reduce -1.3% 535,025 $36.1M
United Capital Financial Advisors, LLC 0.22% Reduce -3.4% 535,062 $36.1M
Drake & Associates, LLC 6.86% Add +12.9% 533,189 $36.0M
Integrated Wealth Concepts LLC 0.28% Add +0.1% 522,303 $35.3M
Bar Harbor Wealth Management 2.06% Add +6.6% 520,352 $35.1M
Westwood Holdings Group Inc. 0.26% Add +3.5% 517,476 $34.9M
SCS Capital Management LLC 0.37% Reduce -13.1% 515,878 $34.8M
Stockman Wealth Management, Inc. 3.83% Add +8.7% 512,564 $34.6M
Graves Light Lenhart Wealth, Inc. 3.58% Add +3.1% 510,013 $34.4M
Crestwood Advisors Group, LLC 0.58% Add +6.4% 508,392 $34.3M
Midwest Trust Co 0.43% Add +1.9% 507,895 $34.3M
Nomura Asset Management International Inc. 0.06% Add +82.5% 505,063 $34.1M
Urban Financial Advisory Corp 12.04% Add +2.8% 504,197 $34.0M
Callan Family Office, LLC 0.77% Reduce -1.2% 503,409 $34.0M
Apella Capital, LLC 0.50% Add +25.7% 461,190 $33.6M
Coastline Trust Co 3.33% Add +0.6% 497,447 $33.6M
Leverty Financial Group, LLC 7.42% Add +1.8% 496,459 $33.5M
NewSquare Capital LLC 2.91% Add +1.2% 495,469 $33.5M
Verde Capital Management 7.14% Add +0.7% 494,590 $33.4M
Composition Wealth, LLC 0.45% Add +147.9% 488,068 $33.0M
ESL Trust Services, LLC 6.27% Add +0.2% 486,095 $32.8M
Voya Financial Advisors, Inc. 3.26% Reduce -5.2% 494,888 $32.7M
Zions Bancorporation, National Association 2.11% Reduce -51.2% 484,030 $32.7M
First Horizon Corp. 1.36% Add +6.5% 482,242 $32.6M
Shoker Investment Counsel, Inc. 9.57% Add +0.5% 477,326 $32.2M
Forvis Mazars Wealth Advisors, LLC 0.61% Reduce -1.0% 476,901 $32.2M
Ashton Thomas Private Wealth, LLC 0.75% Add +2.9% 472,175 $31.9M
Brand Asset Management Group, Inc. 8.16% Add +2.6% 464,659 $31.4M
Advisory Services Network, LLC 0.42% Add +4.4% 463,359 $31.3M
Arcataur Capital Management LLC 8.67% Add +8.1% 461,621 $31.2M
NewEdge Advisors, LLC 0.11% Add +0.1% 459,466 $31.0M
Arkos Global Advisors 3.89% Add +7.4% 459,181 $31.0M
Nations Financial Group Inc, /Ia/ 1.59% Reduce -1.5% 458,188 $30.9M
Sava Penzisko Drushtvo A.D. Skopje 9.45% Add +20.1% 458,174 $30.9M
Constellation Investments, Inc. 1.02% Reduce -68.0% 455,000 $30.7M
Altus Wealth Management, LLC 13.60% Add +26.4% 452,944 $30.6M
49 Wealth Management, LLC 2.28% Add +12.6% 450,878 $30.4M
Barclays PLC 0.01% Add +3499.0% 447,537 $30.2M
Equitable Holdings, Inc. 0.19% Add +3.0% 1,385,190 $30.0M
Johnson Financial Group, Inc. 1.08% Add +2.5% 442,585 $29.9M
Savant Capital, LLC 0.14% Reduce -2.3% 442,127 $29.9M
1ST Source Bank 1.53% Add +11.6% 438,757 $29.6M
Fiera Capital Corp 0.10% Reduce -21.8% 438,572 $29.6M
Caliber Wealth Management, LLC / KS 3.23% Add +7.2% 437,313 $29.5M
Summit Financial, LLC 0.38% Add +1.0% 436,907 $29.5M
Gladstone Institutional Advisory LLC 1.09% Add +4.4% 435,259 $29.4M
Elevation Point Wealth Partners, LLC 0.69% Add +36.1% 428,500 $28.9M
Atlanta Consulting Group Advisors, LLC 6.20% Add +40.6% 427,269 $28.9M
Retirement Systems of Alabama 0.10% No change 426,513 $28.8M
Randolph Co Inc 2.75% Add +0.1% 426,151 $28.8M
Old Second National Bank of Aurora 5.93% Reduce -8.4% 425,290 $28.7M
Ritter Daniher Financial Advisory LLC / DE 4.85% Reduce -0.5% 423,493 $28.6M
EP Wealth Advisors, LLC 0.14% Reduce -13.2% 420,516 $28.4M
Sanctuary Advisors, LLC 0.15% Add +4.0% 418,558 $28.3M
Wealthspire Retirement, LLC 1.69% Add +16.1% 417,580 $28.2M
Mullooly Asset Management, Inc. 10.38% Reduce -1.4% 416,548 $28.1M
Wealth Advisory Solutions, LLC 6.26% Reduce -1.9% 416,032 $28.1M
Catalyst Financial Partners LLC 3.31% Reduce -4.4% 414,897 $28.0M
GFS Advisors, LLC 1.81% Add +37.9% 266,832 $28.0M
NewEdge Wealth, LLC 0.33% Add +14.2% 410,673 $27.7M
King Wealth Management Group 3.47% Add +2.5% 410,619 $27.7M
Financial Management Network Inc. 4.23% Reduce -1.5% 391,172 $27.6M
Kestra Private Wealth Services, LLC 0.34% Add +7.1% 408,472 $27.6M
Investments & Financial Planning, LLC 14.94% Add +0.4% 406,262 $27.4M
Kanawha Capital Management LLC 1.90% Reduce -0.1% 399,962 $27.0M
Thrivent Financial for Lutherans 0.05% Reduce -13.9% 399,215 $27.0M
Bryant Woods Investment Advisors, LLC 9.87% Add +3.6% 397,428 $26.8M
Brown Advisory Inc. 0.04% Add +15.4% 394,671 $26.7M
Vicus Capital 1.95% Reduce -15.9% 391,985 $26.5M
LGL Partners, LLC 10.81% Add +2.7% 388,779 $26.3M
Montag A & Associates Inc. 1.21% Add +22.4% 385,979 $26.1M
Professional Advisory Services Inc. 3.27% Add +17.6% 384,660 $26.0M
Serenus Wealth Advisors, LLC 5.18% Add +7.2% 384,879 $26.0M
Twele Capital Management, Inc. 4.62% Reduce -0.3% 384,100 $25.9M
Journey Strategic Wealth LLC 0.64% Reduce -0.8% 383,153 $25.9M
AdvisorNet Financial, Inc 1.33% Add +21.8% 381,275 $25.7M
Iowa State Bank 4.73% Reduce -1.4% 380,367 $25.7M
Baron Silver Stevens Financial Advisors, LLC 3.71% Add +1.6% 378,336 $25.5M
AQR Capital Management 0.01% Add +42.5% 384,530 $25.2M
West Financial Advisors, LLC 4.28% Add +2.9% 373,150 $25.2M
Ironwood Financial, llc 4.36% Add +0.8% 370,056 $25.0M
Argent Trust Co 0.85% Add +2.9% 369,715 $25.0M
Sagespring Wealth Partners, LLC 0.45% Reduce -4.4% 365,596 $24.7M
Texas Capital Bank Wealth Management Services Inc 1.46% Reduce -2.4% 364,415 $24.6M
FSM Wealth Advisors, LLC 3.16% Add +6.4% 363,748 $24.6M
New York Life Investment Management LLC 0.21% Add +4.6% 361,100 $24.4M
Well Done, LLC 3.57% Add +2.9% 359,539 $24.3M
Nan Fung Trinity (hk) Ltd. 2.66% No change 359,000 $24.2M
Glenview Trust Co 0.38% Add +1.5% 357,460 $24.1M
Salomon & Ludwin, LLC 2.15% Reduce -2.1% 352,625 $24.0M
Choreo, LLC 0.30% Reduce -2.2% 356,011 $24.0M
Sigma Planning Corp 0.66% Reduce -2.5% 353,362 $23.9M
LTG Capital LLC 18.21% Add +1.3% 352,979 $23.8M
OneDigital Investment Advisors LLC 0.23% Add +10.4% 352,566 $23.8M
WASHINGTON TRUST Co 0.80% Add +11.0% 350,551 $23.7M
Wilmington Savings Fund Society, FSB 0.56% Reduce -4.4% 344,760 $23.3M
Harbor Group, Inc. 3.36% Reduce -1.4% 344,275 $23.2M
Pinnacle Associates Ltd. 0.30% Reduce -1.9% 342,977 $23.2M
Valley Forge Investment Consultants Inc. Adv 6.89% Add +0.1% 340,416 $23.0M
First Nebraska Trust Co 2.11% Add +3.8% 338,567 $22.9M
Instrumental Wealth, LLC 14.02% Add +1.1% 337,754 $22.8M
Evernest Financial Advisors, LLC 4.73% Add +13.8% 312,576 $22.8M
Orin Green Financial, LLC 9.34% Add +0.6% 337,076 $22.8M
CGC Financial Services, LLC 6.51% Add +0.9% 333,490 $22.5M
Coyle Financial Counsel LLC 4.76% Add +6.2% 333,196 $22.5M
Alpine Bank Wealth Management 3.27% Reduce -0.2% 332,644 $22.5M
Anb Bank 9.05% Reduce -4.5% 331,383 $22.4M
CFS Investment Advisory Services, LLC 1.54% Reduce -1.7% 306,505 $22.3M
Conning Inc. 0.77% No change 330,740 $22.3M
Arkadios Wealth Advisors 0.37% Add +18.0% 330,732 $22.3M
TD Private Client Wealth LLC 0.46% Add +0.6% 330,663 $22.3M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -34.9% 330,567 $22.3M
Whitcomb & Hess, Inc. 5.20% Add +2.0% 329,892 $22.3M
D.A. Davidson & Co. 0.13% Reduce -4.3% 328,181 $22.2M
Centerpoint Advisors, LLC 7.21% Add +11.3% 328,185 $22.2M
Harbour Trust & Investment Management Co 2.35% Add +3.5% 327,876 $22.1M
Turtle Creek Wealth Advisors, LLC 1.67% Add +16.6% 327,582 $22.1M
Trifecta Capital Advisors, LLC 3.41% Add +14.1% 326,526 $22.1M
Glenmede Trust Co. NA 0.11% Reduce -1.2% 325,851 $22.0M
Rhumbline Advisers 0.02% Add +77.4% 324,768 $21.9M
PACK Private Wealth, LLC 9.97% Add +0.6% 321,418 $21.7M
Lynch & Associates 4.04% Add +1.7% 318,565 $21.5M
Vestmark Advisory Solutions, Inc. 0.24% Reduce -30.2% 316,147 $21.3M
Allspring Global Investments Holdings, LLC 0.04% Add +1.1% 311,181 $21.2M
Rockland Trust Co. 0.85% Reduce -6.3% 313,076 $21.1M
Walkner Condon Financial Advisors LLC 2.77% Add +8.5% 311,729 $21.0M
Peninsula Asset Management Inc. 10.74% Reduce -2.2% 311,370 $21.0M
Madison Asset Management, LLC 0.26% Add +3.9% 309,060 $20.9M
Pinnacle Wealth Management Advisory Group, LLC 1.42% Reduce -2.3% 308,548 $20.8M
AlphaCore Capital LLC 0.49% Reduce -5.5% 307,918 $20.8M
jvl associates llc 6.96% Add +3.1% 307,633 $20.8M
Wealthcare Advisory Partners LLC 0.40% Reduce -4.8% 306,621 $20.7M
Bailard, Inc. 0.48% Reduce -0.3% 306,452 $20.7M
Rwa Wealth Partners, LLC 0.23% Reduce -18.4% 305,945 $20.7M
Crescent Grove Advisors, LLC 2.05% Reduce -0.9% 305,853 $20.7M
Smithfield Trust Co 0.90% Add +5.6% 305,512 $20.6M
Burns J W & Co. Inc. 2.35% Add +4.7% 303,556 $20.5M
Meridian Management Co. 5.10% Reduce -0.7% 303,329 $20.5M
Cambridge Advisors Inc. 3.97% Reduce -1.7% 303,170 $20.5M
Soltis Investment Advisors LLC 1.33% Add +1.3% 301,861 $20.4M
PKS Advisory Services, LLC 4.73% Add +0.2% 301,168 $20.4M
Jump Financial, LLC 0.33% New 300,964 $20.3M
Newton One Investments LLC 5.50% Add +0.9% 299,955 $20.3M
LCW Services, LLC 10.06% Add +1.9% 299,801 $20.2M
IFG Advisors, LLC 3.31% Add +6.7% 299,128 $20.2M
Asset Management Group, Inc. 3.25% Add +1.1% 297,985 $20.1M
Avondale Wealth Management 9.86% Add +4.8% 296,991 $20.1M
Nottingham Advisors, Inc. 2.57% Add +13.8% 295,619 $20.0M
Brown Brothers Harriman & Co. 0.11% Add +1.6% 294,992 $19.9M
Fidelis Capital Partners, LLC 1.39% Add +19.2% 289,760 $19.6M
Independent Financial Group, LLC 0.44% Reduce -2.5% 289,291 $19.5M
Intrust Bank NA 1.59% Reduce -56.6% 288,689 $19.5M
Quantinno Capital Management LP 0.03% Add +21.2% 288,367 $19.5M
DHJJ Financial Advisors, Ltd. 6.45% Reduce -1.8% 288,150 $19.5M
Clarity Wealth Advisors, LLC 4.00% Add +6.1% 287,868 $19.4M
Platt Investment Counsel, LLC 14.86% Add +3.5% 285,814 $19.3M
First National Trust Co 0.65% Add +1.9% 284,228 $19.2M
Ameritas Advisory Services, LLC 0.74% Reduce -16.7% 283,111 $19.1M
Provida Pension Fund Administrator 0.32% Reduce -14.3% 282,925 $19.1M
Leavell Investment Management, Inc. 0.78% Reduce -0.8% 282,333 $19.1M
Kelman-Lazarov, Inc. 2.73% Add +3.2% 281,560 $19.0M
New England Asset Management Inc. 2.48% Add +8.4% 278,990 $18.8M
Marino, Stram & Associates LLC 3.36% Add +1.5% 277,089 $18.7M
Citigroup Inc. 0.01% Add +1.8% 276,864 $18.7M
BostonPremier Wealth LLC 9.55% Add +1.1% 273,795 $18.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +253.3% 273,694 $18.5M
Core Wealth Advisors, Inc. 4.41% Add +1.6% 273,350 $18.5M
Alps Advisors Inc. 0.09% Reduce -31.2% 272,640 $18.4M
Western Wealth Management, LLC 0.70% Add +24.4% 271,697 $18.3M
Pittenger & Anderson Inc. 0.73% Add +8.3% 270,958 $18.3M
Accretive Wealth Partners, LLC 5.14% Add +2.9% 269,300 $18.2M
Cantor Fitzgerald Investment Advisors L.P. 1.33% Reduce -2.7% 267,607 $18.1M
CBM Financial, LLC 11.20% Add +4.3% 244,640 $17.9M
Richardson Capital Management LLC 8.65% Add +0.2% 265,414 $17.9M
Cape Ann Savings Bank 8.98% Add +4.4% 264,718 $17.9M
Kintra Wealth, LLC 1.26% New 264,695 $17.9M
Holland Advisory Services, Inc. 23.95% Reduce -1.2% 264,692 $17.9M
NorthCoast Asset Management LLC 0.41% Add +24.1% 262,788 $17.7M
Lodestar Private Asset Management LLC 1.75% Reduce -0.5% 262,612 $17.7M
Curi Capital, LLC 0.31% Reduce -9.8% 260,354 $17.6M
Simmons Bank 1.17% Reduce -1.7% 259,098 $17.5M
Burkett Financial Services, LLC 5.99% Reduce -0.8% 259,003 $17.5M
IHT Wealth Management, LLC 0.41% Reduce -1.1% 258,819 $17.5M
Smith, Moore & Co. 1.27% Add +1.0% 258,250 $17.4M
First National Bank of Omaha 0.54% Add +10.7% 262,203 $17.3M
Norris Perne & French LLP 0.84% Reduce -0.9% 256,149 $17.3M
Cim Investment Management Inc. 4.61% Reduce -0.9% 255,904 $17.3M
AA Financial Advisors, LLC 2.43% Add +75.6% 255,047 $17.2M
Guardian Wealth Advisors, LLC 9.81% Reduce -0.9% 252,758 $17.1M
Galvin, Gaustad & Stein, LLC 1.38% Add +1.1% 251,179 $17.0M
Centaurus Financial, Inc. 0.81% Add +8.5% 250,986 $16.9M
Eley Financial Management, Inc 6.11% Add +0.5% 250,529 $16.9M
Guidance Point Advisors, LLC 4.10% Add +0.1% 249,838 $16.9M
CoreCap Advisors, LLC 0.57% Add +4.1% 248,986 $16.8M
MKD Wealth Coaches, LLC 16.53% Add +8.3% 248,765 $16.8M
Argent Advisors, Inc. 4.58% Add +2.0% 248,567 $16.8M
Citizens & Northern Corp. 4.18% Reduce -4.0% 248,386 $16.8M
Windsor Capital Management, LLC 4.91% Reduce -2.5% 243,292 $16.4M
Perigon Wealth Management, LLC 0.30% Reduce -13.3% 241,522 $16.3M
Hubbell Strickland Wealth Management, LLC 6.47% Add +1.3% 240,422 $16.2M
Acima Private Wealth, LLC 5.09% Add +0.0% 240,189 $16.2M
Advisors Capital Management, LLC 0.19% Reduce -0.8% 238,796 $16.1M
Equitable Trust Co. 0.74% Reduce -0.0% 237,142 $16.0M
Ancora Advisors LLC 0.34% Reduce -1.0% 236,827 $16.0M
Apollon Financial, LLC 2.20% Add +5.5% 235,200 $15.9M
Retirement Income Solutions, Inc. 2.71% Add +0.5% 234,434 $15.8M
London Co. of Virginia 0.10% Reduce -70.3% 234,427 $15.8M
Empowered Funds, LLC 0.10% New 234,326 $15.8M
SWS Partners 3.89% Reduce -0.3% 233,495 $15.8M
Campion Asset Management 10.68% Add +5.0% 233,105 $15.7M
Ironwood Wealth Management, LLC. 4.51% Add +0.6% 232,917 $15.7M
Southeast Asset Advisors, LLC 1.72% Add +0.4% 232,902 $15.7M
PDS Planning, Inc 1.03% Add +1.1% 231,155 $15.6M
Towercrest Capital Management 2.42% Add +4.6% 230,280 $15.6M
Mechanics Financial Corp 6.49% Reduce -5.3% 229,243 $15.5M
Atlantic Edge Private Wealth Management, LLC 3.81% Add +2.2% 229,030 $15.5M
Diversified Management Inc. 2.64% Add +2.7% 227,828 $15.4M
Private Advisory Group LLC 1.07% Add +24.4% 227,564 $15.4M
IFP Advisors, Inc 0.32% Add +2.9% 227,247 $15.3M
AMG National Trust Bank 0.33% Add +25.5% 225,836 $15.3M
Beacon Financial Planning, Inc. 5.86% Add +12.4% 224,228 $15.1M
Highview Capital Management LLC 5.50% Add +7.8% 224,018 $15.1M
Parallel Advisors, LLC 0.27% Add +14.1% 223,962 $15.1M
Encompass Wealth Advisors, LLC 5.25% Add +0.6% 223,490 $15.1M
River Street Advisors LLC 5.10% Add +0.5% 223,328 $15.1M
Scotia Capital Inc. 0.06% Reduce -1.3% 222,164 $15.0M
Capital Analysts, LLC 0.39% Add +1.8% 222,060 $15.0M
Marietta Wealth Management, LLC 1.77% Reduce -1.5% 220,386 $14.9M
Colonial Trust Advisors 1.15% Reduce -2.5% 219,188 $14.8M
Forbes J M & Co. LLP 1.25% Add +1.1% 219,143 $14.8M
Pacific Center for Financial Services 3.70% Reduce -5.9% 216,131 $14.6M
McKinley Carter Wealth Services, Inc. 0.84% Reduce -26.3% 215,447 $14.5M
KMG Fiduciary Partners, LLC 1.08% Add +5.2% 215,419 $14.5M
Meridian Wealth Management, LLC 0.51% Add +0.5% 212,780 $14.4M
Carroll Advisory Group, LLC 5.57% Add +17.0% 212,336 $14.3M
KFA Private Wealth Group, LLC 3.43% Reduce -0.8% 211,698 $14.3M
Panoramic Capital Partners, LLC 8.76% Add +4.7% 210,555 $14.2M
First Bank & Trust 2.29% Add +5.7% 210,554 $14.2M
First Western Trust Bank 0.72% Add +8.8% 210,348 $14.2M
St. Louis Trust Co 1.65% Reduce -0.1% 209,682 $14.2M
Union Savings Bank 6.18% Add +30.1% 208,600 $14.1M
Neumann Capital Management, LLC 4.13% Reduce -0.8% 207,838 $14.0M
Fairway Wealth LLC 3.68% Reduce -0.1% 206,482 $13.9M
Cibc World Market Inc. 0.02% Reduce -8.0% 205,617 $13.9M
Hopwood Financial Services, Inc. 9.32% Add +0.5% 204,740 $13.8M
American Financial Advisors, LLC 1.84% Reduce -1.5% 204,689 $13.8M
Enclave Advisors LLC 1.97% Add +75.6% 204,150 $13.8M
Riverpoint Wealth Management Holdings, LLC 2.93% Add +2.6% 204,136 $13.8M
Harbor Advisory Corp. 4.14% Add +42.5% 203,872 $13.8M
Robertson Stephens Wealth Management, LLC 0.38% Add +0.5% 202,296 $13.7M
Gallagher Capital Advisors, LLC 9.20% Reduce -2.1% 202,094 $13.6M
Community Bank, N.A. 1.61% Add +22.8% 200,909 $13.6M
Omega Financial Group, LLC 4.46% Add +2.8% 200,511 $13.5M
SageView Advisory Group, LLC 0.49% Reduce -6.7% 200,315 $13.5M
Capital Investment Counsel, LLC 1.85% Reduce -0.8% 200,261 $13.5M
Sterling Investment Counsel, LLC 3.76% Add +3.2% 198,909 $13.4M
Proffitt & Goodson Inc. 2.07% Add +3.4% 198,723 $13.4M
Finley Financial, LLC 6.20% Add +1.8% 195,962 $13.2M
Journey Advisory Group, LLC 1.13% Reduce -71.0% 194,424 $13.1M
RFG - Bristol Wealth Advisors, LLC 3.53% Add +11.7% 193,973 $13.1M
Little House Capital LLC 3.38% Add +1.1% 193,605 $13.1M
Lake Street Private Wealth, LLC 1.67% Add +19.1% 193,608 $13.1M
HB Wealth Management, LLC 0.08% Add +7.8% 193,452 $13.1M
AAF Wealth Management, LLC 5.33% Add +0.7% 192,519 $13.0M
Ieq Capital, LLC 0.06% Reduce -1.0% 192,449 $13.0M
Madison Wealth Partners, Inc 2.07% Reduce -1.0% 191,867 $13.0M
Tower Wealth Partners, Inc. 7.10% Reduce -0.4% 190,227 $12.8M
Telos Capital Management, Inc. 1.23% Add +2.3% 190,069 $12.8M
Hardy Reed LLC 0.93% Add +0.0% 189,217 $12.8M
Wescott Financial Advisory Group, LLC 1.11% Add +0.0% 188,247 $12.7M
O'shaughnessy Asset Management, LLC 0.06% Add +17.3% 187,686 $12.7M
Dynamic Advisor Solutions LLC 0.40% Add +1.5% 187,670 $12.7M
Great Valley Advisor Group, Inc. 0.23% Add +61.4% 184,733 $12.5M
Matrix Private Capital Group LLC 6.00% Add +7.1% 184,206 $12.4M
Ameritas Investment Partners, Inc. 0.38% Reduce -4.9% 184,131 $12.4M
Flagship Harbor Advisors, LLC 0.55% Add +9.9% 183,763 $12.4M
Old National Bancorp 0.21% Reduce -9.9% 183,578 $12.4M
PCA Investment Advisory Services Inc. 4.13% Add +9.6% 182,907 $12.4M
Integrated Advisors Network LLC 0.65% Reduce -11.1% 183,295 $12.4M
Naples Global Advisors, LLC 0.90% Add +0.4% 183,041 $12.4M
Alliance Private Wealth, LLC 4.42% Add +0.5% 182,219 $12.3M
Tiaa Trust, National Association 0.75% Reduce -83.7% 182,167 $12.3M
Rice Partnership, LLC 1.66% Add +8.8% 180,142 $12.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Add +0.4% 179,631 $12.1M
Simon Quick Advisors, LLC 0.55% Reduce -1.7% 179,591 $12.1M
Mission Wealth Management, LP 0.25% Add +2.5% 179,204 $12.1M
Level Four Advisory Services, LLC 0.40% Add +8.8% 179,108 $12.1M
Sandbox Financial Partners, LLC 3.39% Add +8.2% 178,414 $12.0M
SoundView Advisors Inc. 4.26% Add +0.3% 177,445 $12.0M
YANKCOM Partnership 4.92% Add +14.3% 177,320 $12.0M
Townsend Financial Planning, LLC 11.54% Reduce -1.0% 176,630 $11.9M
FFT Wealth Management LLC 2.16% Reduce -2.2% 176,567 $11.9M
TD Asset Management Inc 0.01% Reduce -3.0% 176,048 $11.9M
Cullen/Frost Bankers, Inc. 0.13% Reduce -3.1% 175,761 $11.9M
Clear Wave Wealth Management LLC 3.01% — 175,420 $11.8M
AtlasMark Financial, Inc 7.61% No change 178,546 $11.8M
RiverGlades Family Offices LLC 6.92% — 174,164 $11.8M
Idaho Trust Co 3.82% Add +2.9% 174,152 $11.8M
Robinswood Financial LLC 3.70% Reduce -2.5% 174,057 $11.8M
Asset Allocation Strategies LLC 2.08% Reduce -6.2% 173,529 $11.7M
Montecito Bank & Trust 1.92% Reduce -5.2% 172,825 $11.7M
Caldwell Trust Co 1.04% Add +7.3% 171,917 $11.6M
MTC Wealth Management LLC 5.50% Reduce -0.9% 171,561 $11.6M
Orion Porfolio Solutions, LLC 0.10% Reduce -24.7% 171,227 $11.6M
Belpointe Asset Management LLC 0.42% Add +55.2% 169,936 $11.5M
Waldron Private Wealth LLC 0.45% Reduce -0.2% 169,718 $11.5M
Global Wealth Management Investment Advisory, Inc. 1.79% Add +7.3% 169,622 $11.5M
Rochester Wealth Strategies, LLC 6.92% Add +1.5% 169,031 $11.4M
DAVENPORT & Co LLC 0.06% Add +0.6% 168,449 $11.4M
Affiance Financial, LLC 1.84% Reduce -0.2% 168,174 $11.4M
May Hill Capital, LLC 2.85% Add +2.5% 167,822 $11.3M
Tectonic Advisors LLC 0.60% Add +2.0% 167,770 $11.3M
CX Institutional 0.34% Add +1.8% 167,141 $11.3M
Colton Groome Financial Advisors, LLC 3.20% Add +5.8% 166,219 $11.2M
Lee, Kelleher & Klein Wealth Management 6.66% Add +4.1% 165,659 $11.2M
Principal Securities, Inc. 0.16% Add +8.2% 163,729 $11.1M
Eastern Bank 0.19% Reduce -3.8% 163,563 $11.0M
IFS Advisors, LLC 5.68% Reduce -0.4% 163,242 $11.0M
Ellis Investment Partners, LLC 1.91% Add +3.0% 163,231 $11.0M
Affinity Capital Advisors, LLC 1.54% Add +1.5% 162,794 $11.0M
TruWealth Advisors, LLC 0.53% Add +0.2% 161,983 $10.9M
Partnership Wealth Management, LLC 8.34% Reduce -4.1% 161,928 $10.9M
Kingsview Wealth Management, LLC 0.15% Add +3.1% 161,434 $10.9M
Smithbridge Asset Management Inc. 1.61% Reduce -44.1% 160,299 $10.8M
Vectors Research Management, LLC 3.16% Add +26.1% 160,264 $10.8M
Savvy Advisors, Inc. 0.29% Add +4.2% 158,781 $10.7M
Certified Advisory Corp 0.95% Reduce -2.3% 157,276 $10.6M
VestGen Advisors, LLC 0.30% Add +127.6% 144,660 $10.6M
Rossmore Private Capital 0.93% Reduce -2.2% 156,941 $10.6M
Hiley Hunt Wealth Management 4.64% Add +2.6% 155,885 $10.5M
Prime Capital Investment Advisors, LLC 0.12% Add +3.7% 155,506 $10.5M
Vanguard National Trust Co 0.66% — 155,049 $10.5M
Common Fund for Nonprofit Organizations 1.01% Add +0.2% 154,952 $10.5M
Transcendent Capital Group LLC 4.73% Add +33.5% 153,579 $10.4M
StrongBox Wealth, LLC 3.31% Reduce -18.1% 153,232 $10.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +61.1% 152,600 $10.3M
Tompkins Financial Corp. 0.82% Reduce -11.0% 152,543 $10.3M
Independent Solutions Wealth Management, LLC 1.51% Add +11.3% 151,633 $10.2M
1 North Wealth Services LLC 3.67% Reduce -2.5% 150,627 $10.2M
Stratos Investment Management, LLC 0.41% Reduce -1.2% 150,405 $10.2M
Physician Wealth Advisors, Inc. 1.40% Add +1.4% 148,714 $10.0M
Triangle Securities Wealth Management 2.28% Reduce -46.3% 148,616 $10.0M
Sage Financial Management Group, Inc. 3.07% Add +2.4% 148,012 $10.0M
Florida Trust Wealth Management Co 0.28% Add +50.6% 147,801 $10.0M
Aft, Forsyth & Sober, LLC 3.04% Reduce -0.5% 147,375 $10.0M
Choate Investment Advisors 0.19% Reduce -0.3% 146,610 $9.9M
Jmac Enterprises LLC 1.90% Add +3.0% 146,602 $9.9M
Atria Investments, Inc 0.11% Reduce -3.5% 146,146 $9.9M
Lebenthal Global Advisors, LLC 1.43% Add +3.4% 146,013 $9.9M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -23.0% 145,666 $9.8M
Evercore Wealth Management, LLC 0.15% Reduce -4.7% 145,222 $9.8M
Associated Banc-Corp 0.26% Add +1.4% 145,110 $9.8M
Destiny Capital Corp 5.19% Reduce -1.4% 144,124 $9.7M
SlateStone Wealth, LLC 0.80% Add +4.7% 143,825 $9.7M
NTV Asset Management LLC 1.06% Reduce -3.8% 142,273 $9.6M
World Investment Advisors 0.15% Reduce -4.8% 142,171 $9.6M
First Citizens Bank & Trust Co. 0.20% Reduce -12.0% 140,682 $9.5M
Pachira Investments Inc. 4.41% Reduce -4.2% 139,916 $9.4M
Wesbanco Bank Inc. 0.26% Reduce -5.0% 139,818 $9.4M
Ramsay, Stattman, Vela & Price, Inc. 1.85% Add +0.7% 139,030 $9.4M
BlueChip Wealth Advisors LLC 4.11% Add +4.5% 138,523 $9.4M
Massachusetts Financial Services Co. 0.00% Add +103.5% 138,452 $9.3M
Kopp Family Office, LLC 6.43% Reduce -50.3% 138,396 $9.3M
Allegheny Financial Group 1.26% Add +1.5% 138,343 $9.3M
Mascoma Wealth Management LLC 1.93% Add +2.6% 138,259 $9.3M
Angeles Investment Advisors, LLC 0.62% New 137,500 $9.3M
David J Yvars Group 5.15% Add +0.3% 136,518 $9.2M
National Philanthropic Trust 0.10% No change 136,413 $9.2M
Pettyjohn, Wood & White, Inc. 1.47% Reduce -0.4% 136,306 $9.2M
Carr Financial Group Corp 2.42% Reduce -16.4% 136,073 $9.2M
Advisory Alpha, LLC 0.25% Add +4.3% 135,973 $9.2M
Richwood Investment Advisors, LLC 7.05% Add +1.0% 135,546 $9.2M
Segall Bryant & Hamill, LLC 0.13% No change 135,277 $9.1M
Aspiriant, LLC 0.26% Reduce -1.9% 135,119 $9.1M
Opes Wealth Management LLC 1.56% Reduce -0.8% 134,895 $9.1M
Clarus Wealth Advisors 3.88% Reduce -2.4% 132,622 $9.1M
Mgo One Seven LLC 0.18% Reduce -18.4% 132,408 $8.9M
Citizens National Bank Trust Department 1.49% Reduce -0.7% 132,290 $8.9M
Magnolia Capital Management Ltd. 5.99% Add +10.2% 131,645 $8.9M
GHP Investment Advisors, Inc. 0.36% Reduce -0.3% 129,877 $8.8M
Snowden Capital Advisors LLC 0.23% Add +1.5% 129,224 $8.7M
TD Waterhouse Canada Inc. 0.03% Add +138.5% 128,359 $8.7M
Spire Wealth Management 0.30% Reduce -9.2% 128,960 $8.7M
2UniFi Bank 4.21% Reduce -0.3% 128,828 $8.7M
United Financial Planning Group LLC 5.13% Add +1.4% 128,495 $8.7M
Donaldson Capital Management, LLC 0.28% Add +8.6% 128,008 $8.6M
Perspective Wealth Advisors LLC 5.59% Add +7.2% 127,731 $8.6M
Arrowroot Family Office, LLC 2.84% Add +2.3% 127,341 $8.6M
Merit Financial Group, LLC 0.06% Add +6.6% 126,846 $8.6M
Alley Investment Management Company, LLC 1.04% Reduce -1.0% 126,476 $8.5M
Precedent Wealth Partners, LLC 1.71% Add +0.8% 126,376 $8.5M
MetLife Investment Management, LLC 0.04% Reduce -1.5% 126,340 $8.5M
Tempo Wealth, LLC 1.49% Add +14.1% 126,266 $8.5M
GC Wealth Management RIA, LLC 0.35% Add +0.2% 125,283 $8.5M
ASL Financial, LLC 6.74% Reduce -1.6% 124,996 $8.4M
Peoples Bank 5.18% Reduce -2.2% 124,912 $8.4M
Baker Tilly Wealth Management, LLC 2.05% Add +20.4% 124,755 $8.4M
Sterling Investment Advisors LLC 4.03% Reduce -0.3% 124,344 $8.4M
Montis Financial, LLC 1.73% Reduce -0.7% 124,128 $8.4M
Cascade Wealth Advisors, Inc 3.67% Add +2.9% 112,834 $8.3M
Horizon Investments, LLC 0.09% Add +103.5% 122,542 $8.3M
RiverFront Investment Group, LLC 0.13% Add +20.2% 121,700 $8.2M
Smith Shellnut Wilson LLC 3.58% Add +0.3% 121,070 $8.2M
Econ Financial Services Corp 3.79% Reduce -26.3% 120,850 $8.2M
Flagship Private Wealth, LLC 3.30% Reduce -1.2% 120,480 $8.1M
Nwam LLC 0.47% Add +2.8% 120,358 $8.1M
Sandy Cove Advisors, LLC 2.43% Add +36.2% 120,285 $8.1M
State of Wisconsin Investment Board 0.02% Reduce -24.9% 120,060 $8.1M
Inlight Wealth Management, LLC 2.98% Add +41.1% 119,255 $8.1M
Per Stirling Capital Management, LLC. 0.89% Reduce -42.3% 119,172 $8.0M
MidFirst Bank 0.66% Reduce -1.0% 118,887 $8.0M
Birch Hill Investment Advisors LLC 0.36% Add +0.1% 118,778 $8.0M
Pennsylvania Capital Management Inc. 2.29% Reduce -0.4% 117,966 $8.0M
Boltwood Capital Management 2.03% Add +0.7% 117,820 $8.0M
City Holding Co. 0.99% Add +6.7% 117,291 $7.9M
Godfrey Financial Associates, Inc. 6.76% Reduce -0.3% 116,676 $7.9M
Landmark Wealth Management, LLC 2.09% Add +23.8% 115,630 $7.8M
Crestmont Private Wealth LLC 2.46% Add +1.9% 115,613 $7.8M
Legacy Trust 1.49% Add +4.5% 115,330 $7.8M
Lynx Investment Advisory 3.72% Add +17.3% 115,326 $7.8M
Focus Partners Advisor Solutions, LLC 0.08% Add +12.3% 115,064 $7.8M
Pinnacle Bancorp, Inc. 2.29% Reduce -1.3% 114,898 $7.8M
Sheets Smith Wealth Management 0.87% Add +3.5% 114,779 $7.8M
Exencial Wealth Advisors, LLC 0.24% Add +3.0% 114,703 $7.7M
Vision Capital Management, Inc. 0.97% Reduce -30.0% 113,692 $7.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -4.1% 113,629 $7.7M
Mayflower Financial Advisors, LLC 0.93% Add +0.5% 113,160 $7.6M
Alliance Wealth Management Group 1.67% Add +5.3% 113,099 $7.6M
1015 Capital Partners, LLC 7.43% Add +1.0% 113,115 $7.6M
Pettinga Financial Advisors LLC 1.44% Add +1.2% 113,003 $7.6M
Boyd Wealth Management, LLC 3.22% Add +3.8% 112,700 $7.6M
Wedmont Private Capital 0.24% Add +3.5% 107,648 $7.6M
Atlas Legacy Advisors, LLC 1.38% Reduce -0.9% 112,087 $7.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Add +2.5% 111,752 $7.5M
New Hampshire Trust 1.52% Reduce -4.8% 111,683 $7.5M
TCTC Holdings, LLC 0.21% Add +3.1% 111,382 $7.5M
Scarborough Advisors, LLC 0.82% New 111,290 $7.5M
Birchbrook, Inc. 3.68% Add +1.6% 111,192 $7.5M
EPG Wealth Management LLC 2.03% Add +0.8% 110,854 $7.5M
Financial Council, LLC 2.88% Add +1.9% 110,728 $7.5M
Wealth Care LLC 6.61% — 110,154 $7.4M
Creative Financial Designs Inc. 0.45% Add +3.7% 109,553 $7.4M
NorthCrest Asset Manangement, LLC 0.23% Reduce -13.1% 108,201 $7.4M
Dorsey & Whitney Trust CO LLC 0.41% Add +7.4% 109,080 $7.4M
Laird Norton Wetherby Trust Company, LLC 0.16% Reduce -11.6% 108,997 $7.4M
Curry Webb Wealth Management LLC 3.46% Add +28.1% 108,563 $7.3M
Bright Financial Advisors, Inc. 3.36% Add +5.0% 108,561 $7.3M
Keenan, LLC 6.17% Reduce -4.1% 108,684 $7.3M
Coign Capital Advisors LLC 3.83% Add +7.7% 107,907 $7.3M
Stephenson & Company, Inc. 3.94% Add +3.2% 107,702 $7.3M
Rothschild Wealth LLC 0.66% Add +2.0% 107,574 $7.3M
Flow Traders U.S. LLC 0.23% New 107,374 $7.3M
Peapack Gladstone Financial Corp. 0.09% Add +2.5% 107,102 $7.2M
Evergreen Capital Management LLC 0.16% Add +2.8% 107,060 $7.2M
Factorial Partners, LLC 5.24% Add +49.9% 106,900 $7.2M
North Berkeley Wealth Management, LLC 3.81% Add +8.2% 106,613 $7.2M
Quad-Cities Investment Group, LLC 2.87% Reduce -1.3% 106,453 $7.2M
Gotham Asset Management 0.02% Add +108.2% 106,124 $7.2M
Mission Creek Capital Partners, Inc. 1.43% Reduce -0.1% 105,981 $7.2M
First Hawaiian Bank 1.00% Reduce -9.9% 105,905 $7.2M
American National Bank & Trust 0.68% Reduce -0.0% 105,742 $7.1M
Topel & Distasi Wealth Management, LLC 3.68% Reduce -3.8% 105,464 $7.1M
Federation des caisses Desjardins du Quebec 0.03% Add +52.1% 105,294 $7.1M
Silvercrest Asset Management Group LLC 0.05% Add +0.2% 105,290 $7.1M
Afg Fiduciary Services Limited Partnership 4.18% Reduce -0.6% 103,518 $7.1M
Burke & Herbert Bank & Trust Co. 1.94% Reduce -1.1% 104,099 $7.0M
Bigelow Investment Advisors, LLC 2.81% Add +3.5% 104,018 $7.0M
Pitcairn Wealth Advisors LLC 0.65% No change 106,294 $7.0M
Money Concepts Capital Corp. 0.39% Add +5.8% 103,378 $7.0M
Prospera Financial Services Inc 0.11% Reduce -1.7% 103,206 $7.0M
Fiduciary Group, LLC 0.60% Reduce -3.1% 103,196 $7.0M
Meridian Financial Advisors, LLC 3.77% Reduce -4.9% 102,205 $6.9M
First National Bank of Hutchinson 4.40% Reduce -2.9% 102,134 $6.9M
Madrid Financial Services 4.07% Reduce -7.7% 102,126 $6.9M
Fortitude Family Office, LLC 1.55% Reduce -0.2% 102,081 $6.9M
Ewa, LLC 1.56% Reduce -23.1% 101,894 $6.9M
Alpha Financial Partners LLC 4.07% Reduce -11.7% 101,743 $6.9M
Aptus Capital Advisors, LLC 0.06% Reduce -2.3% 101,225 $6.8M
Accurate Wealth Management, LLC 0.82% Add +9.4% 96,943 $6.8M
Twin Focus Capital Partners, LLC 0.78% Add +2.7% 101,094 $6.8M
LifeWealth Investments, LLC 2.03% Add +22.4% 100,819 $6.8M
Rehmann Capital Advisory Group 0.35% Reduce -3.8% 100,624 $6.8M
Arcus Capital Partners, LLC 2.43% Reduce -15.4% 100,141 $6.8M
Parr McKnight Wealth Management Group, LLC 0.89% Add +6.7% 100,125 $6.8M
Park Place Capital Corp 1.35% Reduce -1.6% 99,862 $6.7M
ADG Wealth Management Group, LLC 4.66% Add +3.1% 99,816 $6.7M
Bank of Hawaii 0.35% Add +3.9% 99,578 $6.7M
Integrated Wealthcare, LLC 5.61% Add +4.4% 99,325 $6.7M
Sound Stewardship, LLC 3.07% Add +1.9% 99,245 $6.7M
Global Wealth Management, LLC 3.65% Reduce -0.7% 99,229 $6.7M
Centennial Bank 2.39% Reduce -0.2% 98,515 $6.7M
Brighton Jones LLC 0.15% New 97,485 $6.6M
Goldstein Advisors, LLC 0.73% Add +0.6% 97,127 $6.6M
Essex Financial Services, Inc. 0.37% Reduce -0.0% 97,043 $6.6M
Hicks Capital Management LLC 6.54% Add +2.0% 96,883 $6.5M
Bellwether Advisors, LLC 1.11% Add +3.8% 96,803 $6.5M
South Plains Financial, Inc. 3.79% Add +2.6% 96,605 $6.5M
Garden State Investment Advisory Services LLC 1.56% Add +2.8% 96,346 $6.5M
XTX Topco Ltd 0.11% Add +787.3% 96,229 $6.5M
Friedenthal Financial 3.26% Add +1.2% 96,109 $6.5M
Allstate Corp. 0.07% Add +973.3% 96,058 $6.5M
Ullmann Wealth Partners Group, LLC 0.67% Reduce -14.6% 95,692 $6.5M
Kaydan Wealth Management, Inc. 2.16% Add +4.3% 95,438 $6.4M
Cottage Street Advisors LLC 2.78% Reduce -3.5% 95,043 $6.4M
Hengehold Capital Management LLC 0.56% Reduce -3.9% 94,993 $6.4M
Cary Street Partners Financial LLC 0.16% Add +1.3% 94,695 $6.4M
PW Advisors, LLC \ FL 4.79% Add +13.4% 94,657 $6.4M
Regal Investment Advisors LLC 0.37% Reduce -6.5% 94,364 $6.4M
JPL Wealth Management, LLC 1.46% Reduce -3.5% 94,220 $6.4M
Sovereign Investment Advisors, LLC 1.35% New 94,218 $6.4M
Old Mission Investment Co LLC 1.49% Add +0.0% 94,133 $6.4M
Gryphon Financial Partners LLC 0.66% Add +3.1% 93,806 $6.3M
FRG Family Wealth Advisors LLC 1.04% Reduce -2.6% 93,612 $6.3M
BayBridge Capital Group, LLC 3.91% No change 95,622 $6.3M
HighPoint Advisor Group LLC 0.26% Reduce -7.0% 93,214 $6.3M
Next Capital Management LLC 1.89% Add +14.1% 92,174 $6.2M
American National Bank of Texas 5.93% Add +7.3% 92,172 $6.2M
Great Diamond Partners, LLC 1.20% Add +8.1% 92,030 $6.2M
Guardian Asset Advisors, LLC 3.63% Add +604.0% 91,912 $6.2M
Beese Fulmer Investment Management, Inc. 0.40% Add +6.8% 91,626 $6.2M
Hi-Line Capital Management, LLC 1.94% Add +10.9% 91,301 $6.2M
Curat Global, LLC 6.06% Add +22.5% 91,134 $6.2M
Slagle Financial, LLC 2.02% Add +5.2% 90,670 $6.1M
AE Wealth Management LLC 0.03% Add +33.9% 90,638 $6.1M
Abundance Wealth Counselors 0.87% Add +17.8% 90,097 $6.1M
LeConte Wealth Management, LLC 3.93% Reduce -16.2% 90,013 $6.1M
Russell Investments Group, Ltd. 0.01% Add +3.5% 89,065 $6.0M
American Century Companies Inc. 0.00% Reduce -16.6% 89,000 $6.0M
Avior Wealth Management, LLC 0.17% Add +5.3% 88,925 $6.0M
Founders Grove Wealth Partners, LLC 1.36% Reduce -0.2% 88,377 $6.0M
Artemis Wealth Advisors, LLC 0.90% Add +89.0% 88,349 $6.0M
Fulton Bank, N.A. 0.21% Add +6.6% 88,253 $6.0M
Hilltop Partners LLC 1.53% Reduce -71.1% 88,144 $6.0M
Venture Visionary Partners LLC 0.20% Add +7.3% 87,952 $5.9M
InvesTrust 2.49% Add +0.1% 87,855 $5.9M
Syon Capital LLC 0.30% Reduce -0.4% 87,813 $5.9M
Investment Advisory Group, LLC 1.51% Reduce -1.7% 87,693 $5.9M
Compass Financial Group, Inc. (Ohio) 4.32% Add +3.9% 87,441 $5.9M
GreatBanc Trust CO 4.12% Reduce -0.3% 87,287 $5.9M
Grey Ledge Advisors, LLC 1.33% Reduce -0.7% 87,218 $5.9M
Cornerstone Wealth Management, LLC 0.29% Reduce -0.4% 87,172 $5.9M
RoundAngle Advisors LLC 4.39% Reduce -0.8% 87,046 $5.9M
Seeds Investor LLC 0.80% Add +22.0% 81,956 $5.9M
WLTH Capital Management, LLC 4.60% Add +3.5% 86,823 $5.9M
Summit Wealth Partners, LLC 0.93% Add +29.1% 86,596 $5.8M
Arax Advisory Partners 0.17% Add +192.7% 86,546 $5.8M
Armbruster Capital Management, Inc. 0.95% Add +3.1% 86,275 $5.8M
Consilio Wealth Advisors, LLC 1.70% Reduce -65.0% 86,240 $5.8M
Hilltop Holdings Inc. 0.53% Add +3.0% 86,236 $5.8M
Bluedoor Private Wealth, LLC 2.69% Add +0.9% 86,014 $5.8M
Greenfield Savings Bank 2.47% Add +1.8% 85,874 $5.8M
Colonial Trust Co / SC 0.79% Reduce -0.5% 85,746 $5.8M
United Bank 1.92% Reduce -0.2% 85,667 $5.8M
CENTRAL TRUST Co 0.11% Reduce -1.2% 85,298 $5.8M
Rathbones Group PLC 0.02% Reduce -1.1% 85,285 $5.8M
Brookstone Capital Management 0.07% Add +4.7% 84,794 $5.7M
Fortis Capital Advisors, LLC 0.75% Add +451.2% 84,722 $5.7M
United Community Bank 1.91% Add +8.0% 84,663 $5.7M
Midwest Professional Planners, LTD. 1.34% Add +3.2% 84,287 $5.7M
Souders Financial Advisors 0.65% Reduce -2.2% 83,811 $5.7M
Blueprint Investment Partners LLC 0.58% Add +15.9% 83,760 $5.7M
Vestor Capital, LLC 0.41% Add +3923.5% 83,648 $5.6M
Castle Wealth Management LLC 1.83% Add +3.3% 83,594 $5.6M
Delta Wealth Advisors LLC 4.29% Reduce -3.7% 83,490 $5.6M
Hilltop National Bank 1.34% Reduce -1.9% 83,194 $5.6M
MSH Capital Advisors LLC 1.19% Add +4.0% 83,083 $5.6M
Busey Bank 0.15% Reduce -24.5% 82,706 $5.6M
Canal Capital Management, LLC 0.75% Reduce -33.7% 81,937 $5.5M
IronBridge Private Wealth, LLC 1.78% Reduce -64.8% 81,882 $5.5M
Muirfield Wealth Advisors LLC 4.05% Reduce -0.7% 81,554 $5.5M
National Wealth Management Group, LLC 2.05% Add +60.3% 81,344 $5.5M
Zacks Investment Management 0.04% Reduce -2.6% 81,340 $5.5M
PFG Advisors 0.27% Reduce -6.4% 81,295 $5.5M
Fifth Third Securities, Inc. 0.35% Reduce -12.2% 80,438 $5.4M
FC Advisory LLC 1.58% Reduce -0.8% 80,366 $5.4M
Jacobi Capital Management LLC 0.30% Reduce -3.7% 80,307 $5.4M
Palisade Asset Management, LLC 0.54% Add +2.4% 80,188 $5.4M
Middleton & Co. Inc. 0.61% Add +0.9% 79,830 $5.4M
Transcend Capital Advisors, LLC 0.43% Add +1.8% 79,815 $5.4M
Braeburn Wealth Management LLC 3.07% Add +40.4% 79,579 $5.4M
Global Trust Wealth Management LLC 4.06% Reduce -12.2% 79,520 $5.4M
Neuberger Berman Group LLC 0.00% Reduce -23.3% 79,130 $5.3M
Aprio Wealth Management, LLC 0.29% Reduce -5.8% 79,031 $5.3M
Harbor Investment Advisory, LLC 0.42% Add +4.0% 78,873 $5.3M
Mutual Advisors, LLC 0.11% Reduce -41.1% 78,817 $5.3M
Welch & Forbes LLC 0.07% Add +14.3% 78,706 $5.3M
CreativeOne Wealth, LLC 0.12% Add +5.1% 78,660 $5.3M
Parisi Gray Wealth Management 1.27% Reduce -27.8% 78,652 $5.3M
J. Safra Sarasin Holding AG 0.09% No change 78,160 $5.3M
Brown Wealth Management, LLC 1.36% Reduce -14.4% 78,142 $5.3M
Newman Dignan & Sheerar, Inc. 1.11% Add +18.9% 78,022 $5.3M
Merkkuri Wealth Advisors LLC 3.49% Add +0.2% 78,004 $5.3M
First Merchants Corp. 0.20% Reduce -3.0% 77,912 $5.3M
Elyxium Wealth, LLC 1.69% Reduce -16.0% 77,836 $5.3M
Petix & Botte Co 2.35% Reduce -52.9% 77,619 $5.2M
Armor Investment Advisors, LLC 1.87% Reduce -9.4% 76,845 $5.2M
Sonata Capital Group Inc. 1.91% Reduce -0.2% 76,817 $5.2M
Private Trust Co. NA 0.46% Reduce -11.0% 76,086 $5.1M
Blake Schutter Theil Wealth Advisors, LLC 4.19% Add +7.5% 76,062 $5.1M
Fisher Asset Management 0.00% Add +70.2% 75,965 $5.1M
Nepc LLC 0.10% Add +0.2% 75,615 $5.1M
Macroview Investment Management LLC 3.57% Add +0.8% 75,613 $5.1M
Fca Corp. 1.44% Reduce -11.8% 75,583 $5.1M
Yanni & Associates Investment Advisors, LLC 5.29% Add +1.0% 75,582 $5.1M
Susquehanna International Group, LLP 0.01% New 75,555 $5.1M
Flywheel Private Wealth LLC 2.90% Reduce -0.6% 75,400 $5.1M
Capital Financial Group Inc\co\ 2.78% Reduce -2.1% 75,060 $5.1M
Bradley Foster & Sargent Inc. 0.08% Reduce -1.3% 74,926 $5.1M
Councilor Wealth, LLC 2.44% Reduce -0.8% 74,580 $5.0M
Blueprint Financial Advisors LLC 0.74% Add +12.6% 74,414 $5.0M
Trivium Point Advisory, LLC 0.91% Reduce -1.5% 74,356 $5.0M
Ferguson Wellman Capital Management, Inc. 0.07% New 74,204 $5.0M
Surience Private Wealth LLC 5.37% New 74,118 $5.0M
PFG Private Wealth Management, LLC 2.11% Add +2.1% 73,759 $5.0M
Provenance Wealth Advisors, LLC 0.53% Reduce -15.2% 73,445 $5.0M
Mather Group, Llc. 0.05% Reduce -0.7% 73,199 $4.9M
Vilga Financial Planning LLC 4.41% Add +15.5% 73,078 $4.9M
Greenwood Capital Associates LLC 0.54% Reduce -33.1% 72,975 $4.9M
Birchcreek Wealth Management, LLC 2.37% Add +2.7% 72,797 $4.9M
Trust Co. of Oklahoma 1.43% Add +0.8% 72,787 $4.9M
WCG Wealth Advisors LLC 0.14% Add +8.4% 72,573 $4.9M
One Day In July LLC 0.39% Reduce -1.4% 72,544 $4.9M
Betterment LLC 0.01% Add +26.4% 72,022 $4.9M
Fortress Financial Solutions, LLC 5.05% Reduce -2.9% 71,582 $4.8M
Tenzing Financial LLC 3.63% Add +11.9% 67,876 $4.8M
Cranbrook Wealth Management, LLC 0.98% Reduce -3.8% 71,525 $4.8M
Jeter Robert S II 4.79% — 64,977 $4.8M
BSW Wealth Partners 0.58% Reduce -1.6% 70,734 $4.8M
Quattro Financial Advisors LLC 1.45% Reduce -31.7% 70,686 $4.8M
Central Bank & Trust Co. 0.74% Add +7.8% 70,183 $4.7M
Lanark Financial, Inc. 0.35% Reduce -0.7% 70,048 $4.7M
Jaffetilchin Investment Partners, LLC 0.28% Reduce -0.1% 69,827 $4.7M
McCarter Private Wealth Services LLC 2.04% Reduce -10.2% 69,581 $4.7M
Grey Fox Wealth Advisors, LLC 0.90% Add +12.2% 69,223 $4.7M
Founders Financial Securities LLC 0.26% Reduce -16.4% 65,994 $4.7M
LifeSteps Financial, Inc. 2.96% Add +8.8% 69,056 $4.7M
Sterling Financial Planning, Inc. 1.38% Reduce -2.6% 68,967 $4.7M
Capital Advisors Inc. 0.07% Add +0.6% 68,200 $4.6M
Cozad Asset Management Inc. 0.36% Add +1.5% 67,817 $4.6M
Pacific Financial Group Inc. 2.46% Reduce -6.5% 67,634 $4.6M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +104.3% 67,366 $4.5M
Benjamin Edwards Inc. 0.05% Add +7.2% 67,329 $4.5M
RDA Financial Network 1.14% Add +2.6% 67,289 $4.5M
Breakwater Capital Group 0.61% Add +2.6% 67,196 $4.5M
Moller Wealth Partners 0.89% Reduce -0.7% 66,740 $4.5M
Forza Wealth Management, LLC 1.56% Add +0.1% 66,452 $4.5M
Alhambra Investment Management LLC 2.05% Add +2.6% 65,771 $4.4M
USAdvisors Wealth Management, LLC 1.47% Add +1.1% 67,588 $4.4M
Novem Group 0.51% Reduce -0.4% 65,499 $4.4M
Parsons Capital Management Inc. 0.20% Add +2.8% 65,342 $4.4M
ETF Store, Inc. 4.27% Add +1.6% 64,860 $4.4M
Rossby Financial, LCC 0.91% Reduce -5.6% 64,031 $4.4M
Strategic Blueprint, LLC 0.25% Reduce -0.9% 64,465 $4.4M
CVA Family Office, LLC 0.46% Reduce -4.7% 64,462 $4.4M
CRA Financial Services, LLC 0.56% Reduce -7.3% 64,414 $4.3M
Syntax Research, Inc. 2.76% Reduce -0.7% 64,296 $4.3M
Connors Investor Services Inc. 0.40% Add +16.8% 64,244 $4.3M
Okabena Investment Services Inc. 0.84% Add +31.0% 64,231 $4.3M
Aureum Wealth Management, LLC 3.01% Add +31.1% 63,974 $4.3M
Bricktown Capital, LLC 0.85% No change 63,970 $4.3M
MidAtlantic Capital Management, Inc. 2.95% Reduce -0.6% 63,351 $4.3M
Kickstand Ventures, Llc. 0.90% Reduce -2.8% 63,245 $4.3M
Silvia McColl Wealth Management, LLC 2.81% Reduce -1.9% 63,149 $4.3M
NBT Bank, N.A. 0.28% Reduce -1.2% 62,731 $4.2M
Cadia Private Client LLC 3.43% Reduce -5.3% 62,542 $4.2M
Financial Solutions Advisory Group, Inc. 0.58% — 62,496 $4.2M
Kingswood Wealth Advisors, LLC 0.20% Reduce -9.4% 62,439 $4.2M
Astra Wealth Partners LLC 2.66% Add +6.0% 62,405 $4.2M
Cambiar Investors LLC 0.19% Add +36.0% 62,241 $4.2M
Joel Isaacson & Co., LLC 0.14% Add +4.0% 61,954 $4.2M
ProVise Management Group, LLC 0.30% Reduce -2.2% 61,744 $4.2M
Inman Jager Wealth Management, LLC 2.42% Reduce -1.3% 61,317 $4.1M
Ashton Thomas Securities, LLC 0.52% New 61,144 $4.1M
Nilsine Partners, LLC 0.32% Reduce -5.1% 56,669 $4.1M
River Wealth Advisors LLC 0.47% Reduce -0.6% 61,043 $4.1M
Legacy Private Trust Co. 0.25% Reduce -15.1% 61,024 $4.1M
GenTrust, LLC 0.18% Add +0.4% 60,734 $4.1M
Ticino Wealth 1.43% Reduce -5.8% 53,675 $4.1M
Hudson Oak Wealth Advisory LLC 3.56% Add +4.0% 60,594 $4.1M
HighMark Wealth Management LLC 1.66% Add +4.5% 60,699 $4.1M
Rebalance, LLC 0.24% Reduce -0.3% 60,483 $4.1M
Verus Financial Partners, Inc. 0.37% Reduce -1.5% 57,058 $4.1M
Fluent Financial, LLC 1.48% Add +0.2% 56,944 $4.1M
Capital Group Private Client Services, Inc. 0.07% Add +3.2% 60,028 $4.1M
Balanced Wealth Group LLC 1.45% Add +9.3% 59,980 $4.1M
North Dallas Bank & Trust Co. 2.74% Add +15.2% 59,861 $4.0M
Greykasell Wealth Strategies, Inc. 1.63% Reduce -1.8% 59,849 $4.0M
Financial Strategies Group, Inc. 0.68% Reduce -1.3% 55,450 $4.0M
Wellspring Financial Advisors, LLC 0.30% Add +0.7% 1,284,833 $4.0M
Kera Capital Partners, Inc. 0.49% Add +2.3% 59,512 $4.0M
Summit Trail Advisors, LLC 0.06% Reduce -57.5% 59,212 $4.0M
Sachetta, LLC 2.13% Reduce -1.7% 58,179 $3.9M
McGlone Suttner Wealth Management, Inc. 0.52% Add +0.0% 58,132 $3.9M
Vericrest Private Wealth 3.51% Add +0.5% 57,983 $3.9M
Stratos Wealth Advisors, LLC 0.24% Add +4.8% 57,885 $3.9M
Ames National Corp. 2.34% Add +4.5% 57,816 $3.9M
GAMCO Investors 0.04% Reduce -2.0% 57,751 $3.9M
Claro Advisors Inc. 0.47% Add +4.9% 57,302 $3.9M
Madson Wealth Advisors Inc 3.21% — 57,224 $3.9M
Clay Northam Wealth Management, LLC 2.16% Add +10.4% 57,005 $3.8M
Beacon Bank & Trust 0.79% Add +82.2% 56,949 $3.8M
Capital Advisor Network LLC 5.38% — 56,872 $3.8M
SigFig Wealth Management, LLC 0.11% Reduce -2.7% 56,436 $3.8M
Dakota Wealth Management 0.08% Reduce -0.8% 56,327 $3.8M
Coral Wealth Management, LLC 4.24% — 56,169 $3.8M
Stelac Advisory Services LLC 0.77% Add +69.3% 56,051 $3.8M
Rothschild Capital Partners, LLC 0.93% Add +725.5% 56,036 $3.8M
Headinvest, LLC 0.78% Reduce -0.9% 55,957 $3.8M
Cahill Financial Advisors Inc. 0.41% Add +0.3% 55,939 $3.8M
Boston Family Office LLC 0.25% Add +1.9% 55,834 $3.8M
LOM Asset Management Ltd 1.08% Add +2.8% 55,774 $3.8M
Benchmark Financial Wealth Advisors, LLC 1.04% Reduce -3.5% 55,739 $3.8M
Palisade Capital Management, LP 0.13% Add +55.9% 55,297 $3.7M
Element Wealth, LLC 1.55% Reduce -16.4% 55,248 $3.7M
Aua Capital Management, LLC 1.90% No change 55,170 $3.7M
GEM Asset Management, LLC 1.64% Add +1.3% 55,025 $3.7M
Awm Capital, LLC 0.34% Add +83.3% 55,009 $3.7M
Vise Technologies, Inc. 0.07% No change 56,279 $3.7M
Counterweight Ventures, LLC 2.07% Reduce -1.8% 54,761 $3.7M
HM Payson & Co. 0.05% Reduce -4.3% 54,668 $3.7M
Advyzon Investment Management, LLC 0.33% Add +23.6% 54,575 $3.7M
Providence Capital Advisors, LLC 0.60% Add +3.3% 54,554 $3.7M
STAR Financial Bank 1.73% Reduce -15.8% 54,179 $3.7M
Private Capital Management, LLC 0.37% Add +8.9% 54,042 $3.6M
Prosperity Consulting Group, LLC 0.16% Reduce -0.3% 54,021 $3.6M
KPP Advisory Services LLC 0.53% Reduce -1.6% 53,967 $3.6M
Agf Management Ltd. 0.02% Reduce -2.8% 53,930 $3.6M
Canandaigua National Corp. 0.33% — 53,868 $3.6M
LBMC Investment Advisors, LLC 0.22% Reduce -18.3% 53,757 $3.6M
High Net Worth Advisory Group LLC 0.84% Reduce -4.6% 53,444 $3.6M
John A. Wolfe & Associates, Inc. 5.54% Add +1.1% 53,436 $3.6M
Heritage Investors Management Corp. 0.11% Reduce -4.2% 53,406 $3.6M
Caprock Group, LLC 0.09% Reduce -5.7% 53,336 $3.6M
Variant Private Wealth, LLC 4.36% Add +0.1% 53,290 $3.6M
360 Financial, Inc. 1.08% Reduce -4.8% 53,217 $3.6M
Alpha Capital Advisors Inc. 3.40% Add +0.7% 52,910 $3.6M
Arlington Trust Co LLC 0.31% No change 52,748 $3.6M
Capital Developers, LLC 3.21% Reduce -2.7% 52,747 $3.6M
Camden National Bank 0.48% Reduce -3.0% 52,575 $3.6M
Forum Private Client Group LLC 1.18% Reduce -13.3% 52,802 $3.5M
Capital Squared Financial LLC 2.70% Reduce -1.6% 52,394 $3.5M
Pension & Wealth Management Advisors, Inc. 1.05% Reduce -4.1% 52,279 $3.5M
Verdence Capital Advisors LLC 0.21% Add +11.1% 52,277 $3.5M
EJMK Ventures LLC 1.97% Add +46.2% 52,112 $3.5M
Gradient Investments LLC 0.05% Add +55.2% 52,074 $3.5M
Petros Family Wealth, LLC 2.50% Add +9.1% 51,941 $3.5M
Clarendon Private LLC 2.69% Add +50.4% 51,831 $3.5M
Convergence Financial, LLC 0.37% Reduce -5.7% 51,163 $3.5M
NerdWallet Wealth Partners, LLC 1.51% Add +155.3% 51,110 $3.5M
ForthRight Wealth Management, LLC 0.97% Add +0.2% 50,892 $3.4M
EverSource Wealth Advisors, LLC 0.10% Add +2.5% 50,786 $3.4M
Intrua Financial, LLC 0.36% Reduce -21.2% 50,577 $3.4M
Boston Research & Management Inc. 0.81% Reduce -3.5% 50,493 $3.4M
Cornerstone Advisors Asset Management, LLC 0.53% Reduce -0.9% 50,453 $3.4M
Farmers Trust Co. 0.53% Reduce -0.2% 50,154 $3.4M
Beto Financial Group, LLC 1.97% Reduce -38.7% 45,764 $3.4M
Sowell Financial Services LLC 0.12% Reduce -5.1% 49,731 $3.4M
Crumly & Associates Inc. 0.71% Reduce -0.2% 49,693 $3.4M
MOR Wealth Management, LLC 1.54% Reduce -0.4% 49,627 $3.4M
Center for Financial Planning, Inc. 0.35% Reduce -0.8% 49,512 $3.3M
Securian Asset Management, Inc. 0.13% Reduce -0.6% 49,510 $3.3M
Bank of New Hampshire 0.76% Add +1.8% 49,387 $3.3M
Nolet Wealth Management, LLC 1.89% Add +32.1% 49,119 $3.3M
Pacific Park Financial, Inc. 2.16% Add +10.8% 49,050 $3.3M
TRUE Private Wealth Advisors 0.32% Reduce -5.1% 48,954 $3.3M
C2C Wealth Management, LLC 2.79% Reduce -2.7% 48,882 $3.3M
Embree Financial Group 0.39% Reduce -0.2% 48,680 $3.3M
Layline Advisors, LLC 3.68% — 48,671 $3.3M
Keel Point, LLC 0.22% Add +12.3% 48,402 $3.3M
Biltmore Family Office, LLC 0.46% Add +34.5% 48,344 $3.3M
General Partner, Inc. 1.99% No change 48,296 $3.3M
Huntington National Bank 0.02% New 47,994 $3.2M
Wealth Alliance, LLC 0.32% Reduce -13.2% 47,966 $3.2M
Wrapmanager Inc. 1.12% Reduce -16.6% 47,757 $3.2M
Quadcap Wealth Management, LLC 0.37% Reduce -0.1% 47,745 $3.2M
Richard W. Paul & Associates, LLC 1.08% Reduce -0.3% 47,708 $3.2M
Oakworth Capital, Inc. 0.17% No change 47,632 $3.2M
SOA Wealth Advisors, LLC. 0.60% Reduce -1.5% 47,528 $3.2M
TRB Wealth Management, LLC 0.46% — 47,405 $3.2M
Golden State Wealth Management, LLC 0.35% Reduce -0.2% 47,240 $3.2M
Wedbush Securities Inc. 0.09% Add +3.0% 47,150 $3.2M
Stephens Inc. 0.04% Reduce -25.3% 46,882 $3.2M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -31.7% 48,155 $3.2M
Brown Miller Wealth Management, LLC 0.89% Reduce -1.8% 46,478 $3.1M
Novare Capital Management LLC 0.25% Reduce -68.0% 46,057 $3.1M
Joel Adams & Associates, Inc. 2.30% Reduce -11.1% 45,780 $3.1M
Bryn Mawr Trust Advisors, LLC 0.15% Reduce -4.9% 45,580 $3.1M
RFG Advisory, LLC 0.06% Add +2.0% 45,478 $3.1M
Ensign Peak Advisors, Inc 0.01% No change 45,369 $3.1M
Wetzel Investment Advisors, Inc. 1.22% Reduce -1.9% 45,332 $3.1M
Koshinski Asset Management, Inc. 0.19% Add +7.2% 45,187 $3.1M
Townsend Asset Management Corp. /NC/ 1.10% Add +1.9% 45,031 $3.0M
LPWM LLC 0.77% Add +9.2% 44,969 $3.0M
Brightwater Advisory LLC 2.00% Add +6.3% 44,782 $3.0M
Missouri Trust & Investment Co 0.88% Add +2.3% 44,655 $3.0M
Gateway Wealth Partners, LLC 0.12% Add +174.9% 44,451 $3.0M
Perennial Investment Advisors, LLC 0.24% Reduce -9.6% 44,421 $3.0M
Steigerwald, Gordon & Koch Inc. 0.31% Add +0.9% 44,258 $3.0M
Pitti Group Wealth Management, LLC 2.42% Add +6.0% 44,141 $3.0M
Flagstar Securities, Inc. 1.08% Reduce -19.0% 44,091 $3.0M
SWP Financial LLC 1.52% Add +1.5% 44,013 $3.0M
Ausdal Financial Partners, Inc. 0.13% Reduce -1.0% 43,980 $3.0M
Ballew Advisors, Inc 1.67% Reduce -4.5% 41,915 $3.0M
Forefront Wealth Partners, LLC 1.24% Add +14.0% 43,789 $3.0M
Delta Financial Advisors LLC 0.77% No change 43,678 $2.9M
Nicolet Bankshares Inc. 0.11% Add +30.2% 43,488 $2.9M
Novak & Powell Financial Services, Inc. 1.58% Add +3.2% 43,520 $2.9M
Carnegie Investment Counsel 0.06% Reduce -6.6% 43,416 $2.9M
Vista Investment Management 0.97% Reduce -0.7% 42,956 $2.9M
Geneos Wealth Management Inc. 0.07% Reduce -4.9% 42,805 $2.9M
Taylor Financial Group, Inc. 1.75% Add +0.4% 42,773 $2.9M
Cushing Capital Partners, LLC 2.22% Add +0.6% 42,696 $2.9M
Adirondack Capital Advisors, LLC 1.84% Reduce -3.4% 42,498 $2.9M
Meridian Wealth Advisors, LLC 0.38% Add +71.9% 42,475 $2.9M
Ellevest, Inc. 0.39% Reduce -0.4% 41,952 $2.8M
Ascent Wealth Partners, LLC 0.33% Add +4.3% 41,764 $2.8M
Summit Investment Advisory Services, LLC 1.04% Reduce -0.1% 41,581 $2.8M
LVZ, Inc. 0.32% Reduce -14.6% 41,550 $2.8M
Willis Johnson & Associates, Inc. 0.16% Reduce -4.2% 41,478 $2.8M
Factor Wealth Management LTD 0.53% Add +3.0% 41,415 $2.8M
Clear Creek Financial Management, LLC 0.21% Add +11.1% 41,284 $2.8M
GAMMA Investing LLC 0.13% Add +10.6% 41,274 $2.8M
NorthLanding Financial Partners, LLC 2.23% Reduce -0.0% 41,006 $2.8M
XML Financial, LLC 0.22% Add +5.0% 40,928 $2.8M
Colony Family Offices, LLC 0.68% Reduce -0.3% 40,862 $2.8M
Capital Advisors, Ltd. LLC 0.31% Add +4.9% 40,778 $2.8M
Moors & Cabot, Inc. 0.12% Add +7.7% 40,775 $2.8M
UNIVEST FINANCIAL Corp 0.15% Reduce -1.1% 40,648 $2.7M
Silver Oak Securities, Incorporated 0.20% Reduce -0.8% 40,632 $2.7M
Fourth Dimension Wealth, LLC 1.04% Add +12.3% 40,540 $2.7M
Coastal Bridge Advisors, LLC 0.19% Add +5.5% 40,483 $2.7M
HBK Sorce Advisory LLC 0.06% Add +8.9% 36,893 $2.7M
Rik Saylor Financial, Inc. 2.07% Reduce -0.4% 40,347 $2.7M
Assetmark, Inc. 0.01% Reduce -2.9% 40,290 $2.7M
Parkside Financial Bank & Trust 0.21% Reduce -0.4% 40,172 $2.7M
Premier Path Wealth Partners, LLC 0.35% Reduce -11.1% 40,160 $2.7M
Genesis Private Wealth, LLC 0.85% Add +0.3% 39,891 $2.7M
NorthRock Partners, LLC 0.04% Add +3.4% 39,875 $2.7M
Amara Financial, Llc. 1.86% Reduce -5.1% 39,857 $2.7M
Adkins Seale Capital Management LLC 2.65% Add +3.2% 39,789 $2.7M
KCM Investment Advisors LLC 0.09% Reduce -0.3% 39,766 $2.7M
Operose Advisors LLC 0.62% Reduce -1.9% 39,490 $2.7M
Cerity Partners Retirement Plan Advisors LLC 1.36% — 40,542 $2.7M
Arbor Trust Wealth Advisors, LLC 1.16% Reduce -3.5% 39,227 $2.6M
Diversified Portfolios, Inc. 0.22% Reduce -4.8% 39,163 $2.6M
FLC Capital Advisors 0.48% Reduce -5.2% 39,105 $2.6M
Wealth Group Ltd 0.60% Reduce -4.8% 39,084 $2.6M
Cosner Financial Group, LLC 1.43% Reduce -3.8% 38,501 $2.6M
Stock Yards Bank & Trust Co. 0.08% Add +1.7% 38,449 $2.6M
Oxford Financial Group, LTD. LLC 0.14% Reduce -3.0% 38,417 $2.6M
Advus Financial Partners, LLC 0.65% Reduce -11.7% 38,395 $2.6M
MLP3, LLC 2.86% Add +2.0% 38,266 $2.6M
Fairman Group, LLC 2.20% Add +0.9% 38,188 $2.6M
Sentinel Trust Co. Lba 0.26% New 38,100 $2.6M
New England Private Wealth Advisors LLC 0.30% Reduce -15.5% 37,934 $2.6M
Smartleaf Asset Management LLC 0.09% Add +20.2% 38,957 $2.6M
Opinicus Capital, Inc. 1.80% Add +1.5% 37,775 $2.6M
Rockwood Wealth Management, LLC 0.18% Reduce -9.6% 37,696 $2.5M
Towerpoint Wealth, LLC 1.03% Add +2.4% 37,661 $2.5M
Gilbert & Cook, Inc. 0.33% Reduce -0.7% 37,658 $2.5M
GW Henssler & Associates Ltd. 0.12% Add +5.5% 37,587 $2.5M
First Heartland Consultants, Inc. 0.19% Add +14.6% 37,388 $2.5M
CoreFirst Bank & Trust 1.34% Reduce -6.1% 37,339 $2.5M
Sapient Capital LLC 0.04% Add +1.3% 37,216 $2.5M
SVB Wealth LLC 0.17% Reduce -12.9% 37,170 $2.5M
Laurel Oak Wealth Management, LLC 0.42% Reduce -15.3% 37,151 $2.5M
Range Advisory, LLC 0.46% Add +50.4% 37,020 $2.5M
QRG Capital Management, Inc. 0.03% Reduce -4.6% 37,015 $2.5M
Astoria Strategic Wealth, Inc. 0.63% Add +0.4% 37,008 $2.5M
GW&K Investment Management, LLC 0.02% Add +7.0% 36,887 $2.5M
Sunpointe, LLC 0.81% Add +8.2% 36,590 $2.5M
Patten Group, Inc. 0.43% Reduce -0.5% 36,543 $2.5M
Jefferies Financial Group Inc. 0.03% Add +236.3% 36,268 $2.4M
Spirepoint Private Client, LLC 0.23% Add +50.2% 36,125 $2.4M
Lakeshore Financial Planning, Inc. 0.88% No change 36,083 $2.4M
SouthState Bank Corp 0.11% Reduce -20.4% 35,920 $2.4M
Bensler, LLC 0.25% Reduce -1.5% 35,906 $2.4M
Antonelli Financial Advisors, LLC 1.67% Reduce -0.0% 35,844 $2.4M
Sherman Asset Management, Inc. 2.21% No change 35,646 $2.4M
FAS Wealth Partners, Inc. 0.15% Reduce -1.8% 35,632 $2.4M
Broadview Financial Management, LLC 1.64% Reduce -0.4% 35,565 $2.4M
GeoWealth Management, LLC 0.09% Reduce -5.3% 35,403 $2.4M
Daymark Wealth Partners, LLC 0.08% Add +15.7% 35,340 $2.4M
Tiemann Investment Advisors, LLC 0.93% Reduce -0.6% 35,285 $2.4M
Trinity Financial Advisors LLC 0.67% Add +6.4% 35,026 $2.4M
Evoke Wealth, LLC 0.04% Reduce -2.9% 35,010 $2.4M
Marble Wealth, LLC 0.41% Reduce -8.7% 34,587 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -4.0% 34,264 $2.3M
WorthPointe, LLC 0.63% Reduce -11.6% 34,124 $2.3M
Brady Family Wealth, LLC 0.72% Add +5.5% 34,090 $2.3M
Confluence Wealth Services, Inc. 0.09% Reduce -0.3% 34,034 $2.3M
Gerald Baker Financial Group LLC 0.72% — 33,899 $2.3M
Mechanics Bank Trust Department 0.32% Add +8.8% 33,777 $2.3M
Polaris Investment Advisors, LLC 1.66% Reduce -22.5% 33,729 $2.3M
Schmidt P J Investment Management Inc. 0.38% Add +6.2% 33,677 $2.3M
Fiducient Advisors LLC 0.30% Reduce -58.6% 33,637 $2.3M
Tranquility Partners, LLC 0.86% Add +2.9% 33,625 $2.3M
Higgins & Schmidt Wealth Strategies LLC 1.04% Reduce -2.4% 33,603 $2.3M
WFA of San Diego, LLC 1.82% Add +0.1% 33,527 $2.3M
Tru Independence Asset Management 2, LLC 1.39% Add +3.8% 33,517 $2.3M
Bedel Financial Consulting, Inc. 0.26% Add +2.0% 33,494 $2.3M
Greenspring Advisors, LLC 0.14% Reduce -2.3% 33,296 $2.2M
Harbour Capital Advisors, LLC 0.43% Reduce -0.3% 30,895 $2.2M
Jackson Square Capital, LLC 0.47% New 33,170 $2.2M
HTG Investment Advisors, Inc. 0.64% Reduce -22.9% 33,045 $2.2M
Hirtle & Co., LLC 0.09% Reduce -31.3% 33,019 $2.2M
SeaBridge Investment Advisors LLC 0.38% Reduce -38.4% 33,000 $2.2M
Exchange Bank 1.54% Add +1.9% 32,930 $2.2M
MY Wealth Management Inc. 2.15% Add +7.1% 38,055 $2.2M
Fort Point Capital Partners LLC 0.29% Add +10.4% 32,665 $2.2M
OFS Enterprise LLC 0.65% — 32,579 $2.2M
Leo Wealth, LLC 0.16% Reduce -1.7% 32,560 $2.2M
Arcadia Investment Advisors LLC 1.04% Reduce -2.0% 32,541 $2.2M
IFC Advisors LLC 0.31% No change 32,395 $2.2M
Lyell Wealth Management, LP 0.16% Reduce -3.3% 32,385 $2.2M
LCNB Corp. 0.73% Add +1.7% 32,323 $2.2M
Clifford Swan Investment Counsel LLC 0.07% No change 32,298 $2.2M
Continuum Advisory, LLC 0.21% Reduce -0.3% 32,234 $2.2M
StoneX Group Inc. 0.12% Reduce -53.5% 32,231 $2.2M
Baker Avenue Asset Management, LP 0.05% Reduce -0.1% 32,204 $2.2M
Alliance Wealth Advisors, LLC 1.03% Reduce -29.7% 32,175 $2.2M
Rialto Wealth Management, LLC 0.49% No change 32,095 $2.2M
Heritage Wealth Management, Inc./Texas 0.92% Reduce -9.4% 32,035 $2.2M
Freestone Capital Holdings, LLC 0.07% Reduce -31.4% 32,030 $2.2M
Selby Wealth Management, LLC 0.85% Add +3.0% 31,933 $2.2M
Axis Wealth Partners, LLC 1.14% Reduce -0.9% 31,717 $2.1M
Maple Capital Management, Inc. 0.14% Reduce -3.4% 31,690 $2.1M
St. Clair Advisors, LLC 0.57% Reduce -1.6% 31,675 $2.1M
Sfm, LLC 1.29% Add +4.2% 31,500 $2.1M
Second Line Capital, LLC 0.40% Reduce -4.8% 29,228 $2.1M
Sageworth Trust Co 0.09% No change 31,440 $2.1M
Capital City Trust Co. 0.48% Add +1.0% 31,229 $2.1M
HCR Wealth Advisors 0.22% No change 31,210 $2.1M
Thoroughbred Financial Services, LLC 0.13% Add +0.0% 31,194 $2.1M
Azimuth Capital Investment Management LLC 0.08% Reduce -0.0% 31,060 $2.1M
Kohmann Bosshard Financial Services, LLC 0.20% Reduce -5.2% 31,039 $2.1M
Cordgrass Capital Advisors, LLC 0.49% Add +0.8% 31,030 $2.1M
Dale Q Rice Investment Management Ltd 1.59% Add +2.8% 31,002 $2.1M
Washburn Capital Management, Inc. 1.22% Reduce -4.3% 30,997 $2.1M
Pps&v Asset Management Consultants, Inc. 1.27% Add +1.3% 30,894 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +23.7% 30,831 $2.1M
Foundations Investment Advisors, LLC 0.03% Add +2.0% 30,841 $2.1M
Sunbelt Securities, Inc. 0.13% Add +1.9% 30,821 $2.1M
4Thought Financial Group Inc. 1.03% Reduce -19.4% 30,720 $2.1M
CWA Asset Management Group, LLC 0.07% Add +8.4% 30,630 $2.1M
Chilton Investment Co. Inc. 0.05% Add +589.1% 30,560 $2.1M
Philadelphia Trust Co. 0.15% Reduce -6.5% 30,475 $2.1M
Landing Point Financial Group, LLC 1.00% Add +5.3% 30,447 $2.1M
GM Advisory Group, LLC 0.08% Add +0.5% 30,388 $2.1M
SpringVest Wealth Management LLC 1.40% Reduce -4.2% 30,324 $2.0M
Churchill Financial Advisors, LLC 0.43% Reduce -14.0% 30,254 $2.0M
Watchman Group, Inc. 0.49% Reduce -68.7% 30,200 $2.0M
Modern Wealth Management, LLC 0.03% Reduce -2.0% 29,746 $2.0M
ERn Financial, LLC 0.38% Reduce -17.7% 29,968 $2.0M
Zhang Financial LLC 0.07% Add +1.7% 29,939 $2.0M
Trust Point Inc. 0.17% No change 29,763 $2.0M
Cooper Financial Group 0.20% Add +8.7% 29,650 $2.0M
Orrstown Financial Services Inc. 0.33% Add +4.5% 29,593 $2.0M
Deutsche Bank AG 0.00% Reduce -30.3% 29,574 $2.0M
Symphony Financial, Ltd. Co. 0.26% Reduce -27.4% 29,645 $2.0M
Forte Asset Management LLC 0.87% Add +0.5% 29,226 $2.0M
Financial Partners Group, Inc 0.24% Reduce -0.2% 29,183 $2.0M
Apex Wealth Management, LLC 1.35% New 29,059 $2.0M
JSF Financial, LLC 0.38% Reduce -82.7% 28,951 $2.0M
Argentarii, LLC 0.68% Reduce -3.4% 28,914 $2.0M
Glass Jacobson Investment Advisors llc 0.67% Reduce -2.4% 28,736 $1.9M
Financially in Tune, LLC 1.67% Reduce -1.0% 28,704 $1.9M
Fairvoy Private Wealth, LLC 0.46% Add +691.0% 28,699 $1.9M
North Star Asset Management Inc. 0.08% Add +3.1% 28,659 $1.9M
Corsicana & Co. 1.23% Reduce -9.2% 33,159 $1.9M
Berkshire Asset Management LLC 0.08% Reduce -0.4% 28,630 $1.9M
Newport Capital Group, LLC 1.18% Add +0.0% 28,581 $1.9M
Teachers Insurance & Annuity Association of America 2.42% No change 28,519 $1.9M
Finward Bancorp 1.54% Add +0.2% 28,511 $1.9M
Everpar Advisors LLC 0.66% Reduce -13.9% 28,449 $1.9M
River's Edge Wealth Management, LLC 1.80% Add +3.4% 26,315 $1.9M
Capital Management Associates, Inc 0.43% Reduce -13.1% 28,303 $1.9M
Nordwand Advisors, LLC 0.33% Reduce -6.5% 28,289 $1.9M
Noble Wealth Management PBC 0.98% Reduce -0.7% 28,250 $1.9M
Darden Wealth Group Inc 0.97% Reduce -0.2% 28,229 $1.9M
MFA Wealth Services 1.26% Reduce -0.4% 28,225 $1.9M
Huntleigh Advisors, Inc. 0.32% Add +3.1% 28,106 $1.9M
Weinberger Asset Management, Inc 0.71% Reduce -15.9% 28,096 $1.9M
Calamos Wealth Management LLC 0.07% Add +4.8% 28,094 $1.9M
Calamos Advisors LLC 0.01% New 28,094 $1.9M
Regatta Capital Group, LLC 0.29% Reduce -0.5% 28,010 $1.9M
K.J. Harrison & Partners Inc 0.31% No change 28,000 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -5.8% 27,986 $1.9M
Sentinel Advisory Group, LLC 0.92% — 27,824 $1.9M
WP Advisors, LLC 0.49% Add +0.8% 27,786 $1.9M
Integrity Alliance, Llc. 0.07% Reduce -2.4% 27,663 $1.9M
Corundum Group, Inc. 0.62% Reduce -6.8% 27,655 $1.9M
Mullaney, Keating & Wright, Inc. 1.01% Reduce -26.4% 27,639 $1.9M
International Assets Investment Management, LLC 0.13% Reduce -0.4% 27,408 $1.9M
Enzi Wealth 0.65% Reduce -3.4% 27,611 $1.9M
Hills Bank & Trust Co 0.09% Add +2.8% 27,578 $1.9M
Investment Partners, LTD. 0.66% Reduce -0.3% 27,512 $1.9M
Ignite Planners, LLC 0.29% Reduce -1.8% 27,416 $1.9M
Amarillo National Bank 0.33% Add +11.8% 27,443 $1.9M
Trustmark Bank Trust Department 0.12% Add +2.9% 27,427 $1.9M
Aft, Forsyth & Company, Inc. 0.87% Reduce -2.6% 27,400 $1.9M
Citizens Business Bank 0.30% Reduce -1.6% 27,372 $1.8M
M Holdings Securities, Inc. 0.13% Reduce -27.8% 25,491 $1.8M
Empower Advisory Group, LLC 0.00% Add +10.9% 27,304 $1.8M
Compound Planning, Inc. 0.06% Add +18.1% 27,188 $1.8M
Redwood Wealth Management Group, LLC 0.79% Reduce -0.1% 27,165 $1.8M
1834 Investment Advisors Co. 0.23% No change 27,153 $1.8M
Chapin Davis, Inc. 0.41% Add +1.8% 27,048 $1.8M
Burling Wealth Partners, LLC 0.29% Add +23.9% 26,993 $1.8M
Marco Investment Management LLC 0.14% Add +20.5% 26,955 $1.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.31% Reduce -4.3% 26,948 $1.8M
Vawter Financial, Ltd. 0.76% Add +2.2% 26,875 $1.8M
KOM Wealth Management Group, LLC 1.24% Reduce -15.6% 26,867 $1.8M
Orion Capital Management LLC 0.62% Reduce -7.1% 26,780 $1.8M
Investment Advisory Services Inc. /TX 0.57% Reduce -6.2% 26,557 $1.8M
Wolff Wiese Magana LLC 0.99% Add +13.0% 26,519 $1.8M
Moneco Advisors, LLC 0.14% Reduce -8.9% 26,509 $1.8M
Peterson Wealth Advisors, LLC 0.24% Reduce -0.7% 26,433 $1.8M
Richards, Merrill & Peterson, Inc. 0.65% Add +0.7% 26,355 $1.8M
Invst, LLC 0.20% Add +60.1% 26,325 $1.8M
Valpey Financial Services, LLC 1.15% Add +2.0% 26,244 $1.8M
Cambridge Associates LLC /Ma/ 0.03% New 26,049 $1.8M
Mine & Arao Wealth Creation & Management, LLC. 0.74% Add +0.2% 26,039 $1.8M
VeraBank, N.A. 0.32% No change 26,017 $1.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 26,011 $1.8M
Murphy, Middleton, Hinkle & Parker, Inc. 0.81% New 25,926 $1.8M
Proactive Wealth Strategies LLC 0.33% Add +99.3% 25,854 $1.7M
Tortoise Investment Management, LLC 0.14% Reduce -0.5% 25,794 $1.7M
CrossGen Wealth, LLC 1.53% Add +0.6% 25,772 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +15.7% 25,745 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -6.8% 25,739 $1.7M
Revolve Wealth Partners, LLC 0.23% Reduce -15.9% 25,692 $1.7M
Pursuit Wealth Strategies, LLC 2.41% Reduce -2.1% 25,679 $1.7M
Princeton Global Asset Management LLC 0.28% Add +22.7% 25,581 $1.7M
SevenBridge Financial Group, LLC 0.27% Reduce -6.7% 23,646 $1.7M
Invesco Ltd. 0.00% Add +13.9% 25,409 $1.7M
Arsenal Capital Advisors LLC 1.24% Add +3.0% 25,368 $1.7M
Credit Industriel Et Commercial 0.30% Add +7.0% 25,330 $1.7M
Endeavor Private Wealth, Inc. 0.49% Reduce -1.9% 25,318 $1.7M
Blankinship & Foster, LLC 0.38% Reduce -1.8% 25,307 $1.7M
Condor Capital Management 0.14% Reduce -1.2% 25,214 $1.7M
Guardian Wealth Advisors, LLC / NC 0.11% Reduce -3.5% 25,177 $1.7M
Tepp RIA, LLC 1.33% Add +14.8% 25,162 $1.7M
National Bank of Canada 0.00% Reduce -37.6% 25,128 $1.7M
Prudential Financial Inc. 0.00% Reduce -1.6% 25,100 $1.7M
Amplius Wealth Advisors, LLC 0.14% Reduce -4.8% 25,090 $1.7M
Tred Avon Family Wealth, LLC 0.56% Add +5.4% 25,003 $1.7M
LexAurum Advisors, LLC 0.22% — 24,958 $1.7M
Atticus Wealth Management, LLC 0.46% Reduce -12.0% 24,943 $1.7M
Strathmore Capital Advisors, Inc. 0.47% Add +169.3% 23,023 $1.7M
Bearing Point Capital, LLC 0.26% Add +13.7% 24,800 $1.7M
Arete Wealth Advisors, LLC 0.13% Add +8.2% 24,783 $1.7M
Ascent Group, LLC 0.06% Add +4.1% 24,576 $1.7M
MMBG Investment Advisors Co. 0.15% No change 24,570 $1.7M
Cora Capital Advisors LLC 0.55% Reduce -3.0% 24,546 $1.7M
TBH Global Asset Management, LLC 0.33% New 24,528 $1.7M
Cadinha & Co. LLC 0.31% Reduce -2.5% 24,509 $1.7M
Severin Investments, LLC 1.42% Add +285.6% 24,464 $1.7M
Element Pointe Advisors, LLC 0.31% Reduce -3.8% 24,445 $1.7M
Innealta Capital, LLC 1.03% Add +50.9% 24,442 $1.7M
Pine Valley Investments Ltd Liability Co 0.08% Add +6.0% 24,380 $1.6M
Global Assets Advisory, LLC 0.47% New 17,927 $1.6M
Dearborn Partners LLC 0.09% Add +24.7% 24,292 $1.6M
SilverOak Wealth Management LLC 0.26% Add +0.3% 24,274 $1.6M
Taylor & Morgan Wealth Management, LLC 0.93% Add +2.0% 24,142 $1.6M
Duncker Streett & Co. Inc. 0.31% No change 24,098 $1.6M
Schneider Downs Wealth Management Advisors, LP 0.18% Add +0.5% 24,030 $1.6M
Carrera Capital Advisors 0.25% Reduce -1.9% 23,999 $1.6M
21 West Wealth Management LLC 1.50% No change 23,936 $1.6M
Cambient Family Office, LLC 0.23% Add +0.3% 23,914 $1.6M
American Wealth Advisors, LLC 1.68% Reduce -2.0% 23,866 $1.6M
First Manhattan Co. Llc. 0.00% Add +1.8% 23,841 $1.6M
BigSur Wealth Management LLC 0.45% Reduce -25.2% 23,750 $1.6M
Clear Harbor Asset Management, LLC 0.11% Add +79.5% 23,713 $1.6M
Keystone Financial Group 0.11% Add +2.6% 23,420 $1.6M
CGN Advisors LLC 0.13% Reduce -3.9% 23,494 $1.6M
Madden Advisory Services, Inc. 0.62% Reduce -2.3% 23,389 $1.6M
GGM Financial LLC 0.73% Reduce -1.3% 23,359 $1.6M
XY Planning Network, Inc. 0.25% Add +34.0% 23,094 $1.6M
71 West Capital Partners 0.07% Add +99.9% 23,175 $1.6M
Reynders McVeigh Capital Management, LLC 0.08% Add +0.9% 23,115 $1.6M
Procyon Advisors, LLC 0.08% Reduce -2.3% 23,057 $1.6M
KG Capital Management 1.11% Reduce -5.5% 23,002 $1.6M
Culbertson A N & Co. Inc. 0.20% Reduce -0.6% 22,984 $1.6M
WealthShield Partners, LLC 0.17% Reduce -1.3% 22,957 $1.6M
Pointe Capital Management LLC 0.77% Add +2.1% 22,947 $1.5M
Wealth Effects LLC 0.55% Add +1.3% 22,895 $1.5M
Baron Financial Group, LLC 0.83% Reduce -2.9% 22,812 $1.5M
Glassman Wealth Services 0.21% No change 22,807 $1.5M
Octavia Wealth Advisors, LLC 0.15% Reduce -2.7% 22,658 $1.5M
International Private Wealth Advisors LLC 0.94% Reduce -2.9% 22,646 $1.5M
S.A. Mason LLC 0.57% Add +8.9% 22,574 $1.5M
Texas Bank & Trust Co 0.57% Reduce -6.8% 22,360 $1.5M
Saxon Interests, Inc. 0.52% Reduce -4.1% 22,345 $1.5M
Fortress Financial Group, LLC 1.11% Add +3.8% 22,177 $1.5M
GS Investments, Inc. 0.86% Add +0.3% 22,119 $1.5M
Lynch Investment Planning, LLC 1.34% Reduce -15.3% 22,098 $1.5M
GDS Wealth Management 0.09% Add +7.6% 22,048 $1.5M
Spinnaker Trust 0.08% Reduce -13.7% 22,038 $1.5M
Clearwater Capital Advisors, LLC 0.12% Add +5.4% 22,027 $1.5M
Ritholtz Wealth Management 0.03% Add +1.6% 21,980 $1.5M
Pacific Point Advisors, LLC 0.78% Reduce -1.2% 21,936 $1.5M
GTS Securities LLC 0.05% New 21,905 $1.5M
Dana Investment Advisors, Inc. 0.04% Add +2.1% 21,903 $1.5M
Independent Family Office, LLC 0.61% No change 21,890 $1.5M
First County Bank 0.79% Reduce -10.1% 21,878 $1.5M
MWA Asset Management 0.80% Add +0.4% 21,750 $1.5M
Clear Investment Research, LLC 2.30% Reduce -21.6% 21,748 $1.5M
626 Financial, LLC 0.65% Add +7.7% 21,593 $1.5M
Godsey & Gibb, Inc. 0.13% Add +3.5% 21,593 $1.5M
Evensky & Katz LLC 0.08% Reduce -6.4% 21,570 $1.5M
Rakuten Investment Management, Inc. 0.00% Add +100.0% 22,330 $1.5M
Gainplan LLC 1.09% Add +15.7% 21,535 $1.5M
Arq Wealth Advisors, LLC 0.26% New 21,533 $1.5M
Smith Thornton Advisors LLC 0.73% Reduce -0.5% 21,505 $1.5M
Tempus Wealth Planning, LLC 0.33% Add +21.5% 21,504 $1.5M
Fortis Group Advisors, LLC 0.24% Reduce -16.6% 19,941 $1.5M
Donor Advised Charitable Giving, Inc. 0.04% Add +4.9% 21,407 $1.4M
Manhattan West Asset Management, LLC 0.28% Reduce -1.1% 21,373 $1.4M
Pinnacle Financial Group, LLC / IL 0.39% Reduce -2.5% 21,329 $1.4M
Three Seasons Wealth, LLC 0.55% Reduce -8.9% 21,280 $1.4M
Integrity Wealth Advisors, Inc. 0.86% Add +67.4% 21,277 $1.4M
TritonPoint Partners, LLC 0.53% New 21,276 $1.4M
Shakespeare Wealth Management, LLC 0.34% Add +1.7% 21,253 $1.4M
Kavar Capital Partners Group, LLC 0.18% No change 21,227 $1.4M
Essex Bank 0.32% Add +3.6% 21,222 $1.4M
Ascentis Independent Advisors 0.11% Add +45.7% 21,120 $1.4M
Moneywise, Inc. 0.62% Add +0.1% 21,096 $1.4M
Traynor Capital Management, Inc. 0.08% Reduce -11.5% 21,684 $1.4M
Ethos Financial Group, LLC 0.10% Add +35.8% 21,426 $1.4M
Legacy Advisors, LLC 0.17% Add +1.5% 21,044 $1.4M
Matauro, LLC 0.21% Reduce -31.5% 21,042 $1.4M
CBIZ Investment Advisory Services, LLC 0.05% Reduce -38.1% 20,952 $1.4M
Motive Wealth Advisors 0.66% No change 20,785 $1.4M
Miller Capital Partners, Inc. 0.68% Add +1.5% 20,764 $1.4M
Cypress Capital Group 0.16% Add +20.6% 20,676 $1.4M
Fusion Family Wealth, LLC 0.10% Reduce -2.7% 20,647 $1.4M
Creekside Partners 0.57% Add +0.1% 20,633 $1.4M
Greenwich Wealth Management LLC 0.06% Add +2.4% 20,575 $1.4M
DecisionMap Wealth Management, LLC 0.90% Add +414.1% 20,557 $1.4M
Stonebridge Financial Group, LLC 0.11% Reduce -33.1% 20,540 $1.4M
PFG Investments, LLC 0.06% Add +0.7% 20,529 $1.4M
Granite Islands Private Wealth, LLC 1.27% Reduce -1.7% 20,477 $1.4M
Invictus Private Wealth, LLC 0.09% Add +0.1% 20,458 $1.4M
Portus Wealth Advisors, LLC 1.29% Reduce -1.5% 20,344 $1.4M
Presper Financial Architects, LLC 0.81% Reduce -93.4% 20,286 $1.4M
Sage Capital Management, LLC 0.64% Add +0.2% 20,259 $1.4M
Bison Wealth, LLC 0.13% Reduce -0.8% 18,669 $1.4M
Great Lakes Advisors, LLC 0.01% Add +408.8% 20,204 $1.4M
One Wealth Advisors, LLC 0.17% Add +3.1% 20,142 $1.4M
Armstrong Advisory Group, Inc. 0.09% Reduce -6.7% 20,062 $1.4M
Disciplined Investments, LLC 0.49% Add +0.2% 20,020 $1.4M
Lincoln Capital LLC 0.26% Reduce -4.8% 19,982 $1.3M
Watershed Private Wealth LLC 0.42% Add +2.4% 19,923 $1.3M
Tannin Capital LLC 0.98% Reduce -16.8% 19,908 $1.3M
Retirement Planning Group, LLC 0.04% Add +26.6% 19,849 $1.3M
Tudor Financial Inc. 0.68% Add +2.1% 19,820 $1.3M
Texas Yale Capital Corp. 0.04% Add +18.4% 19,683 $1.3M
Salem Investment Counselors Inc. 0.04% Add +3.9% 19,613 $1.3M
Pathfinder Wealth Consulting, Inc. 0.86% Reduce -0.4% 19,600 $1.3M
Trueblood Wealth Management, LLC 0.51% Add +11.3% 19,481 $1.3M
SGL Investment Advisors, Inc. 0.50% Add +14.9% 17,776 $1.3M
Wealth Management Partners, LLC 0.37% Reduce -0.3% 19,419 $1.3M
NCM Capital Management, LLC 0.47% No change 19,339 $1.3M
CWS Financial Advisors, LLC 0.33% Reduce -12.2% 19,308 $1.3M
Continuum Wealth Advisors, LLC 0.54% Reduce -7.9% 19,298 $1.3M
Nikulski Financial, Inc. 0.32% Reduce -3.1% 19,295 $1.3M
Ledyard National Bank 0.11% Reduce -2.4% 19,274 $1.3M
COFG Advisors, LLC 0.32% Add +15.6% 19,254 $1.3M
Mma Asset Management LLC 0.46% Add +2.1% 19,241 $1.3M
Correct Capital Wealth Management 0.24% No change 19,225 $1.3M
Fell Capital Management 1.24% Reduce -5.2% 19,205 $1.3M
Thompson Investment Management, Inc. 0.17% Add +7.4% 19,178 $1.3M
GWN Securities Inc. 0.25% Add +0.1% 19,177 $1.3M
Trust Co. of Toledo NA 0.12% Reduce -12.4% 19,169 $1.3M
Bright Futures Wealth Management, LLC. 0.88% Add +0.7% 19,124 $1.3M
FF Advisors,LLC 0.52% Reduce -0.6% 17,765 $1.3M
Lansing Street Advisors 0.32% Add +0.1% 19,020 $1.3M
First Foundation Advisors 0.05% No change 19,019 $1.3M
First National Advisers, LLC 0.19% Reduce -1.8% 18,997 $1.3M
Brooklyn Investment Group 0.04% Add +13.4% 18,875 $1.3M
KWB Wealth 0.13% No change 19,307 $1.3M
Kathmere Capital Management, LLC 0.08% Add +17.2% 18,843 $1.3M
William Mack & Associates, Inc. 0.73% Reduce -3.4% 18,820 $1.3M
Johnson & White Wealth Management, LLC 0.54% Reduce -1.6% 18,813 $1.3M
Mann Financial Group, Inc. 1.20% Add +40.6% 18,808 $1.3M
Tritonpoint Wealth, LLC 0.14% Reduce -2.5% 18,777 $1.3M
Clark Capital Management Group, Inc. 0.01% Add +9.7% 18,735 $1.3M
Pioneer Trust Bank N A 0.31% No change 18,700 $1.3M
Angeles Wealth Management, LLC 0.07% Reduce -19.1% 18,675 $1.3M
Gilpin Wealth Management, LLC 1.00% Add +6.7% 18,653 $1.3M
HWG Holdings LP 0.33% New 18,590 $1.3M
HUB Investment Partners, LLC 0.03% Add +79.6% 18,432 $1.2M
Ballast Rock Private Wealth LLC 0.69% Add +0.2% 18,396 $1.2M
Bernard Wealth Management Corp. 0.53% Reduce -0.2% 18,348 $1.2M
Tufton Capital Management 0.22% Add +5.0% 18,252 $1.2M
Heck Capital Advisors, LLC 0.09% Reduce -10.2% 18,199 $1.2M
Balefire, LLC 0.23% Add +2.6% 18,161 $1.2M
Latko Wealth Management, Ltd. 0.60% Add +5.5% 18,144 $1.2M
Allie Family Office LLC 0.53% No change 18,052 $1.2M
Ocean Park Asset Management, LLC 0.07% Reduce -12.3% 18,050 $1.2M
Exchange Traded Concepts, LLC 0.01% Reduce -12.4% 18,050 $1.2M
Cathy Pareto & Associates, Inc. 0.81% Add +1.8% 17,917 $1.2M
Empirical Asset Management, LLC 0.32% Reduce -3.2% 17,879 $1.2M
Retirement Wealth Solutions LLC 0.76% Reduce -0.4% 17,837 $1.2M
JMG Financial Group, Ltd. 0.03% Add +1.7% 17,785 $1.2M
Roan Capital Partners 1.11% — 17,773 $1.2M
Crew Capital Management, Ltd 0.80% Reduce -6.5% 17,723 $1.2M
Patriot Investment Management Group, Inc. 0.08% Reduce -1.2% 17,665 $1.2M
Dodds Wealth, LLC 0.29% Reduce -11.2% 17,607 $1.2M
EnRich Financial Partners LLC 0.32% Reduce -0.1% 17,596 $1.2M
Washington Trust Advisors, Inc. 0.10% Reduce -1.0% 17,519 $1.2M
Edgemoor Investment Advisors, Inc. 0.09% Add +3.9% 17,382 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.50% Reduce -0.8% 17,380 $1.2M
Smith Partners Wealth Management, LLC 1.05% Add +6.0% 17,349 $1.2M
Wealthspan Partners, LLC 0.41% Reduce -5.5% 17,283 $1.2M
Compass Ion Advisors, LLC 0.11% Add +0.0% 17,262 $1.2M
Magnolia Capital Advisors LLC 0.23% Reduce -6.9% 17,240 $1.2M
Garrison Point Advisors, LLC 0.53% Add +0.1% 17,225 $1.2M
Roger Wittlin Investment Advisory, LLC 0.95% Add +0.2% 17,183 $1.2M
Cassaday & Co Wealth Management LLC 0.02% Reduce -6.0% 17,148 $1.2M
Urban Wealth Management, LLC 1.18% Reduce -5.0% 17,105 $1.2M
Thrive Wealth Management, LLC 0.17% Reduce -1.1% 17,104 $1.2M
Private Wealth Group, LLC 0.54% No change 17,095 $1.2M
Csenge Advisory Group 0.05% Reduce -24.2% 17,057 $1.2M
Daner Wealth Management, LLC 0.68% No change 15,700 $1.2M
Brady Martz Wealth Solutions, LLC 0.20% Add +119.3% 17,036 $1.2M
Collective Family Office LLC 0.26% Reduce -3.7% 16,948 $1.1M
Insigneo Advisory Services, LLC 0.08% Reduce -15.9% 16,914 $1.1M
Ascentis Wealth Management, LLC 0.24% Add +4.4% 16,849 $1.1M
Colorado Capital Management, Inc. 0.42% No change 16,839 $1.1M
Nicholas Hoffman & Company, LLC. 0.03% Add +0.0% 16,814 $1.1M
BCS Private Wealth Management, Inc. 0.34% Reduce -21.2% 16,760 $1.1M
Round Rock Advisors LLC 0.17% Reduce -0.9% 16,682 $1.1M
Buttonwood Financial Advisors Inc. 0.38% Reduce -1.0% 16,648 $1.1M
Vanguard Advisers Inc. 0.00% — 16,635 $1.1M
Cowa, LLC 0.33% Reduce -5.7% 16,611 $1.1M
Cardinal Point Capital Management ULC 0.07% Add +314.2% 16,610 $1.1M
Principle Wealth Partners LLC 0.06% No change 16,593 $1.1M
Venturi Wealth Management, LLC 0.05% Reduce -12.4% 16,587 $1.1M
Costello Asset Management, INC 0.39% Reduce -2.1% 16,531 $1.1M
Patten & Patten Inc. 0.07% Reduce -0.2% 16,469 $1.1M
Traphagen Investment Advisors LLC 0.09% Reduce -0.6% 16,462 $1.1M
Anchor Investment Management, LLC 0.09% Reduce -1.3% 16,440 $1.1M
Williams Jones Wealth Management, LLC. 0.01% No change 16,410 $1.1M
Lakeridge Wealth Management LLC 0.48% Reduce -5.3% 16,403 $1.1M
Cambria Investment Management, L.P. 0.06% Reduce -12.0% 16,392 $1.1M
Founders Financial Alliance, LLC 0.20% Add +1.6% 16,376 $1.1M
MBA Advisors LLC 0.42% Reduce -3.5% 16,299 $1.1M
Allstreet Capital Advisors LLC 0.81% Reduce -8.4% 16,290 $1.1M
Jane Street Group, LLC 0.00% Reduce -96.5% 16,265 $1.1M
High Note Wealth, LLC 0.22% Add +0.8% 16,262 $1.1M
Clearbridge Investments, LLC 0.00% Add +37.9% 16,231 $1.1M
Triad Wealth Partners, LLC 0.09% Add +2.6% 16,199 $1.1M
Willis Investment Counsel 0.06% No change 16,164 $1.1M
Diversified Enterprises, LLC 0.06% Add +69.8% 16,093 $1.1M
Evolve Private Wealth, LLC 0.06% Add +26.8% 16,022 $1.1M
Stenger Family Office, LLC 0.19% No change 15,966 $1.1M
Sandhill Capital Partners LLC 0.09% Add +93.6% 15,946 $1.1M
Weaver Consulting Group 0.26% Add +0.0% 15,934 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +8.9% 15,931 $1.1M
BridgePort Financial Solutions, LLC 0.30% No change 15,905 $1.1M
Westhampton Capital, LLC 0.50% Add +0.2% 15,905 $1.1M
Willner & Heller, LLC 0.80% Add +0.2% 15,874 $1.1M
Howland Capital Management LLC 0.04% Reduce -4.2% 15,865 $1.1M
Appleton Partners Inc. 0.07% Reduce -0.8% 15,830 $1.1M
Gerber, LLC 0.60% Reduce -1.7% 15,780 $1.1M
waypoint wealth counsel 0.55% Reduce -43.5% 15,771 $1.1M
Koesten, Hirschmann & Crabtree, INC. 0.52% Reduce -0.8% 15,710 $1.1M
LaSalle St. Investment Advisors, LLC 0.15% Add +0.1% 15,695 $1.1M
Cornerstone Wealth Group, LLC 0.07% Reduce -1.9% 14,534 $1.1M
Financial Synergies Wealth Advisors, Inc. 0.10% Reduce -0.3% 15,644 $1.1M
HHM Wealth Advisors, LLC 0.12% Add +47.5% 15,595 $1.1M
1900 Wealth Management LLC 0.07% Add +0.1% 15,545 $1.0M
Cove Private Wealth, LLC 0.24% Add +273.9% 15,480 $1.0M
Destiny Wealth Partners, LLC 0.11% Reduce -2.8% 15,449 $1.0M
Basepoint Wealth LLC 0.60% Reduce -15.3% 15,417 $1.0M
Evanson Asset Management, LLC 0.06% Reduce -2.7% 15,405 $1.0M
OneAscent Financial Services LLC 0.06% Add +48.0% 15,345 $1.0M
Avantax Planning Partners, Inc. 0.03% Reduce -14.4% 15,341 $1.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.43% Reduce -13.1% 15,307 $1.0M
LVM Capital Management Ltd. 0.10% Reduce -6.0% 15,286 $1.0M
Hollencrest Capital Management 0.04% No change 15,180 $1.0M
Third View Private Wealth, LLC 0.14% Reduce -10.7% 15,165 $1.0M
Allen Capital Group, LLC 0.09% No change 15,164 $1.0M
Private Wealth Management Group, LLC 0.27% Add +3.4% 15,135 $1.0M
Tsfg, LLC 0.15% Reduce -3.5% 15,110 $1.0M
United Advisor Group, LLC 0.13% Add +53.5% 15,066 $1.0M
SG Americas Securities, LLC 0.00% No change 15,010 $1.0M
Certuity, LLC 0.07% Reduce -4.9% 15,011 $1.0M
Verus Capital Partners, LLC 0.07% Reduce -17.9% 14,998 $1.0M
Balentine LLC 0.04% Reduce -20.9% 14,958 $1.0M
HFG Advisors, Inc. 0.71% No change 14,910 $1.0M
Beacon Investment Advisory Services, Inc. 0.04% Add +0.2% 14,887 $1.0M
Continental Investors Services, Inc. 0.95% Reduce -0.5% 13,618 $1.0M
Ipswich Investment Management Co., Inc. 0.24% No change 14,880 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -12.3% 14,863 $1.0M
Sweeney & Michel, LLC 0.30% Add +0.2% 14,094 $1.0M
Stevens Capital Partners 0.24% Add +2.0% 14,860 $1.0M
Kooman & Associates 0.30% Add +0.2% 14,853 $1.0M
Cypress Wealth Services, LLC 0.14% Reduce -1.2% 14,802 $1000K
Plante Moran Financial Advisors, LLC 0.06% Reduce -26.5% 14,745 $996K
Root Financial Partners, LLC 0.05% Reduce -7.0% 14,716 $994K
Old Port Advisors 0.23% Reduce -6.4% 14,713 $994K
Fortune Financial Advisors, LLC 0.51% Reduce -0.2% 14,694 $992K
Box Hill Private Wealth LLC 0.98% Reduce -22.5% 14,634 $988K
Berman McAleer LLC 0.13% Add +1.0% 14,613 $987K
Marin Bay Wealth Advisors, LLC 0.59% Add +0.6% 14,580 $985K
Financial Insights, Inc. 0.32% Reduce -3.6% 14,573 $984K
Charter Oak Capital Management, LLC 0.08% Add +6.5% 14,531 $981K
CCG Wealth Management, LLC 0.27% Add +0.7% 14,531 $981K
Carret Asset Management, LLC 0.10% Reduce -0.0% 14,494 $979K
Steelhead Wealth Management LLC 0.49% — 14,438 $975K
Stanley-Laman Group, Ltd. 0.12% Add +0.9% 14,435 $975K
Beirne Wealth Consulting Services, LLC 0.28% Reduce -85.7% 14,409 $975K
Calton & Associates, Inc. 0.14% Reduce -2.9% 14,406 $973K
Clarity Financial LLC 0.11% Add +0.8% 14,376 $971K
Chatham Capital Group, Inc. 0.14% Add +6.3% 14,365 $970K
Laurel Wealth Advisors LLC 0.10% Reduce -2.8% 13,110 $970K
Symphony Financial Services, Inc. 0.50% Reduce -3.5% 14,335 $968K
Uptown Financial Advisors LLC 0.78% Reduce -0.9% 14,335 $968K
TL Private Wealth 0.38% Reduce -5.8% 13,717 $966K
ZWJ Investment Counsel Inc. 0.03% Reduce -1.6% 14,235 $961K
Capital Investment Advisory Services, LLC 0.07% Reduce -87.9% 14,227 $961K
Droms Strauss Advisors Inc. /Mo/ 0.25% Add +0.0% 14,215 $960K
Harmony Asset Management LLC 0.29% Add +3.5% 14,206 $959K
MV Capital Management, Inc. 0.09% Add +0.9% 14,145 $955K
Waters Parkerson & Co., LLC 0.05% Reduce -3.4% 14,135 $955K
Fiduciary Advisors, Inc. 0.72% Reduce -7.3% 14,110 $953K
Ameriflex Group, Inc. 0.48% Add +22.7% 14,110 $953K
Investment Research & Advisory Group, Inc. 0.33% Reduce -9.3% 14,095 $952K
Jackson Hole Capital Partners, LLC 0.16% Add +18.4% 14,090 $952K
Camarda Financial Advisors, LLC 0.50% Add +3.2% 13,968 $943K
Brown, Lisle/Cummings, Inc. 0.24% Reduce -32.6% 13,953 $942K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 13,853 $935K
Demars Financial Group, LLC 0.31% Reduce -0.1% 13,847 $935K
Requisite Capital Management, LLC 0.17% Reduce -15.8% 13,823 $933K
Wealth Dimensions Group, Ltd. 0.18% Add +0.8% 13,788 $931K
Courage Miller Partners, LLC 0.26% Add +0.6% 13,772 $930K
Next Level Private LLC 0.21% Reduce -0.1% 13,757 $929K
Sei Investments Co. 0.00% Add +100.6% 13,747 $928K
North Star Investment Management Corp. 0.06% No change 13,740 $928K
SC&H Financial Advisors, Inc. 0.14% Add +0.1% 13,739 $928K
Kovack Advisors, Inc. 0.05% Reduce -0.7% 13,653 $928K
Occidental Asset Management, LLC 0.11% No change 13,729 $927K
Financial Planning Navigators CORP 0.41% Add +18.3% 13,703 $925K
TopTier Wealth Management, LLC 0.57% Add +162.7% 13,672 $923K
Becker Capital Management Inc. 0.03% No change 13,666 $923K
Traub Capital Management LLC 0.91% Reduce -0.7% 13,627 $920K
Brookmont Capital Management 0.51% Add +0.3% 13,579 $917K
Nemes Rush Group LLC 0.09% Reduce -5.8% 13,531 $914K
BIP Wealth, LLC 0.04% Reduce -11.3% 13,521 $913K
Innovative Wealth Building LLC 0.64% Reduce -0.3% 13,473 $910K
Spartan Wealth Advisory Services LLC 0.08% — 13,440 $908K
Greystone Financial Group, LLC 0.25% Reduce -58.3% 13,340 $901K
Bayban 0.78% No change 13,329 $900K
John Boyer, Inc. 0.90% Reduce -10.2% 13,318 $899K
Bogart Wealth, LLC 0.03% Add +0.4% 13,306 $899K
WBH Advisory Inc. 0.07% Reduce -4.4% 13,134 $894K
Saiph Capital, LLC 0.34% Add +5.4% 13,218 $893K
Aaron Wealth Advisors LLC 0.05% Reduce -48.7% 13,179 $890K
Pacific Sun Financial Corp 0.43% Add +0.4% 13,101 $885K
Sharkey, Howes & Javer 0.12% Reduce -6.3% 13,092 $884K
First National Bank & Trust Co. of Newtown 0.19% Add +22.8% 13,051 $881K
Gemmer Asset Management LLC 0.07% Add +0.7% 13,003 $878K
Aviance Capital Partners, LLC 0.10% Add +31.4% 12,993 $877K
First National Bank Sioux Falls 0.24% No change 12,259 $876K
Winthrop Capital Management, LLC 0.22% Add +0.0% 12,955 $875K
Talon Private Wealth, LLC 0.12% — 12,949 $874K
PSI Advisors, LLC 0.21% Reduce -0.5% 12,895 $871K
New Republic Capital, LLC 0.29% Add +5.8% 12,871 $869K
Keating Financial Advisory Services, Inc. 0.14% Add +21.8% 12,870 $869K
Emprise Bank 0.35% No change 12,867 $869K
Uptick Partners, LLC 0.17% Add +0.2% 12,846 $867K
Luminvest Wealth Management LLC 0.23% No change 11,914 $867K
Hilltop Wealth Advisors, LLC 0.52% Add +5.3% 12,835 $867K
Fiduciary Financial Advisors 0.77% — 12,833 $867K
Greenup Street Wealth Management LLC 0.12% Reduce -7.0% 12,828 $866K
S.E.E.D. Planning Group LLC 0.25% Reduce -4.7% 12,825 $866K
Warner Financial, Inc. 0.30% Add +0.2% 12,817 $866K
Stonebrook Private Inc. 0.18% Reduce -2.9% 12,817 $866K
Sage Capital Advisors,llc 0.20% Add +0.2% 12,811 $865K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -2.3% 12,804 $865K
Central Pacific Bank - Trust Division 0.11% No change 12,801 $864K
Pinney & Scofield, Inc. 0.47% No change 12,780 $863K
Howard Financial Services, LTD. 0.10% Add +41.5% 12,697 $857K
Highland Capital Management, LLC 0.05% Reduce -5.1% 12,695 $857K
Clarity Capital Advisors, LLC 0.40% No change 12,677 $856K
Kwmg, LLC 0.07% Reduce -0.5% 12,677 $856K
Capital Advisors Wealth Management, LLC 0.11% Reduce -1.7% 12,672 $856K
Interchange Capital Partners, LLC 0.27% Reduce -3.3% 14,566 $850K
Moisand Fitzgerald Tamayo, LLC 0.09% Reduce -0.6% 12,557 $848K
Basso Capital Management, L.P. 0.52% Add +824.7% 12,502 $844K
TCV Trust & Wealth Management, Inc. 0.07% Add +11.5% 12,483 $843K
Primoris Wealth Advisors, LLC 0.59% Add +0.5% 12,479 $843K
M.E. Allison & Co., Inc. 0.56% No change 12,478 $843K
Glen Eagle Advisors, LLC 0.12% Reduce -2.6% 12,437 $840K
Maltin Wealth Management, Inc. 0.32% Add +0.7% 12,436 $840K
Swmg, LLC 0.24% Reduce -2.9% 12,430 $839K
JT Stratford LLC 0.11% Add +1.0% 12,429 $839K
Alerus Financial NA 0.04% No change 12,425 $839K
Tennessee Valley Asset Management Partners 0.11% Add +6.8% 12,413 $838K
Security National Bank 0.12% Add +1.4% 12,393 $837K
Crews Bank & Trust 0.12% Reduce -3.6% 12,309 $831K
Riverchase Wealth Management, LLC 0.43% No change 12,280 $829K
Tribridge Partners Financial LLC 0.34% Add +1.5% 12,159 $829K
OMNI 360 Wealth, Inc. 0.43% Reduce -5.3% 12,267 $828K
Signaturefd, LLC 0.01% Add +13.9% 12,213 $825K
CVFG LLC 0.10% Add +26.0% 12,167 $822K
Investment Management Corp. /Va/ 0.70% Add +2.3% 12,148 $820K
Sovereign Financial Group, Inc. 0.14% Reduce -12.7% 12,111 $818K
Heritage Trust Co 0.08% Add +30.3% 12,026 $812K
Seneca House Advisors 0.32% Add +0.5% 11,998 $810K
Rosenblum Silverman Sutton S F Inc. 0.21% No change 11,990 $810K
EagleClaw Capital Managment, LLC 0.11% No change 11,990 $810K
Capasso Planning Partners LLC 0.44% Reduce -0.2% 11,980 $809K
Intergy Private Wealth, LLC 0.24% Add +2.0% 11,959 $808K
Powell Investment Advisors, LLC 0.28% Add +0.2% 11,956 $807K
First Financial Bank - Trust Division 0.06% Add +64.7% 11,916 $805K
Keystone Wealth Services, LLC 0.17% Reduce -3.9% 11,904 $804K
ABLE Financial Group, LLC 0.16% Reduce -3.8% 11,847 $800K
Security Benefit Life Insurance Co. 0.42% Add +107.0% 11,800 $797K
Samalin Investment Counsel, LLC 0.28% Reduce -20.5% 11,795 $796K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.2% 11,787 $796K
Meadow Creek Wealth Advisors LLC 0.51% Add +6.5% 11,758 $794K
Yarger Wealth Strategies, LLC 0.32% Reduce -1.4% 11,735 $792K
Invenio Wealth Partners LLC 0.31% Reduce -2.4% 11,715 $791K
Cardiff Park Advisors, LLC 0.06% Reduce -0.7% 11,702 $790K
Shepherd Financial Partners LLC 0.07% No change 11,677 $789K
Clearview Wealth Management LLC 0.56% — 11,670 $788K
Conservest Capital Advisors, Inc. 0.07% Add +0.1% 11,659 $787K
Navellier & Associates Inc. 0.08% No change 11,650 $787K
Larson Financial Group LLC 0.03% Add +4.5% 11,626 $785K
Steffes Financial, Ltd. 0.41% Reduce -26.4% 11,591 $783K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -32.9% 11,567 $781K
Centurion Wealth Management LLC 0.18% No change 11,566 $781K
Columbia Bank 0.22% Add +2.9% 11,564 $781K
Burton Enright Welch 0.11% Add +23.9% 11,561 $781K
Westmount Partners, LLC 0.19% Reduce -5.4% 11,505 $777K
IMA Advisory Services, Inc. 0.08% Add +0.0% 11,467 $774K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +13.1% 11,448 $773K
Oarsman Capital, Inc. 0.10% Reduce -11.1% 11,438 $772K
O'Keefe Stevens Advisory, Inc. 0.19% New 11,432 $772K
WealthPlan Investment Management, LLC 0.04% Add +150.6% 11,405 $770K
Ironwood Investment Counsel, LLC 0.11% Add +0.3% 11,400 $770K
Slow Capital, Inc. 0.10% No change 11,395 $770K
Southern Michigan Bank & Trust 0.29% — 11,351 $767K
Walled Lake Planning & Wealth Management, LLC 0.23% Reduce -5.3% 11,344 $766K
Blue Trust, Inc. 0.01% Add +0.9% 11,338 $766K
Legacy Bridge, LLC 0.29% Add +5.7% 11,301 $763K
Fairview Capital Investment Management, LLC 0.04% Add +190.2% 11,290 $762K
BKM Wealth Management, LLC 0.28% Reduce -4.0% 11,285 $762K
Estate Counselors, LLC 0.07% New 11,260 $760K
Waterloo Capital, L.P. 0.05% Add +0.5% 11,254 $760K
Indivisible Partners 0.07% Reduce -0.5% 11,234 $759K
Checchi Capital Advisers, LLC 0.05% Add +1.6% 11,217 $757K
Weatherly Asset Management L. P. 0.06% No change 11,213 $757K
Beam Wealth Advisors, Inc. 0.19% Reduce -7.5% 11,212 $757K
Y-Intercept (Hong Kong) Ltd 0.01% Add +93.3% 11,205 $757K
Parcion Private Wealth LLC 0.05% Reduce -0.4% 11,201 $756K
Eight 31 Financial, LLC 0.46% Add +2.1% 11,174 $755K
Northwest Wealth Advisors, LLC 0.54% Reduce -17.0% 11,152 $753K
Crusonia Wealth Advisors LLC 0.16% No change 11,132 $752K
Alta Wealth Advisors LLC 0.24% Reduce -0.4% 11,126 $751K
Clarkston Capital Partners, LLC 0.06% No change 11,125 $751K
Cambridge Capital Management, LLC 0.32% Add +0.2% 11,123 $751K
Morris Financial Concepts, Inc. 0.25% Reduce -0.6% 11,119 $751K
Childress Capital Advisors, LLC 0.14% Add +1.3% 11,081 $748K
Truepoint, Inc. 0.02% Add +2.3% 11,069 $747K
Objective Capital Management, LLC 0.75% Reduce -1.0% 11,054 $746K
Planned Solutions, Inc. 0.25% Add +0.2% 11,052 $746K
Sound View Wealth Advisors Group, LLC 0.05% Add +0.1% 11,041 $746K
Bragg Financial Advisors, Inc 0.02% Add +0.2% 11,011 $744K
Gibbs Wealth Management 0.10% Add +140.5% 10,995 $742K
SeaCrest Wealth Management, LLC 0.08% Add +1.0% 10,985 $742K
Shufro Rose & Co. LLC 0.05% Reduce -2.9% 10,985 $742K
One Capital Management, LLC 0.02% Add +0.4% 10,937 $739K
Onyx Bridge Wealth Group LLC 0.08% Reduce -0.5% 10,930 $738K
Hoxton Planning & Management, LLC 0.22% Reduce -6.2% 10,876 $734K
Key Financial Inc 0.13% Reduce -3.7% 10,853 $733K
Sepio Capital, LP 0.04% New 10,842 $732K
Seelaus Asset Management LLC 0.53% Reduce -4.2% 10,822 $731K
Aspen Investment Management Inc 0.22% Add +10.0% 10,814 $730K
Insight Advisors, LLC/ PA 0.14% Reduce -83.1% 10,807 $730K
FourThought Financial Partners, LLC 0.06% Add +4.9% 10,796 $729K
Shelton Wealth Management, LLC 0.32% No change 10,782 $728K
United Bank 0.09% Reduce -36.5% 10,767 $727K
Olde Wealth Management, LLC 0.23% No change 10,776 $727K
CPC Advisors, LLC 0.12% Reduce -31.7% 10,728 $724K
Abound Wealth Management 0.16% Add +63.9% 10,713 $723K
Keystone Financial Services, LLC 0.49% Reduce -0.3% 10,702 $723K
Intentional Wealth Strategies, LLC 0.67% — 10,685 $722K
CLG LLC 0.18% Reduce -1.1% 10,684 $721K
Brandywine Oak Private Wealth LLC 0.06% Add +2.2% 10,665 $720K
Twelve Points Wealth Management LLC 0.16% Reduce -3.0% 10,655 $720K
Rogco, LP 0.24% Reduce -91.7% 10,649 $719K
Wellington Grp LLC 0.22% Add +1.5% 10,625 $718K
Tilia Fiduciary Partners, Inc. 0.39% Reduce -5.6% 10,622 $717K
Marathon Strategic Advisors, LLC 0.52% No change 10,621 $717K
BCS Wealth Management 0.15% Reduce -49.3% 10,565 $713K
Exit Wealth Advisors, LLC. 0.37% Add +23.4% 10,555 $713K
Plancorp, LLC 0.02% Reduce -34.5% 10,100 $712K
Howard Wealth Management, LLC 0.30% Reduce -1.5% 10,459 $706K
Oak Asset Management, LLC 0.24% Reduce -0.3% 10,415 $703K
PGIM Custom Harvest LLC 0.01% Add +1.4% 10,391 $702K
New Insight Wealth Advisors 0.25% Reduce -1.4% 10,384 $701K
Peck Wealth Management, LLC 0.70% Reduce -8.8% 10,380 $701K
Balboa Wealth Partners 0.12% Reduce -0.2% 10,378 $701K
Krilogy Financial LLC 0.02% Reduce -6.9% 9,791 $700K
Bath Savings Trust Co 0.07% Add +4.8% 10,348 $699K
Dagco, Inc. 0.15% Reduce -1.7% 10,313 $696K
Sterling Investment Advisors, Ltd. 0.13% No change 10,295 $695K
Graybill Wealth Management, LTD. 0.21% Reduce -2.4% 10,292 $695K
Asset Allocation & Management Company, LLC 0.26% No change 10,295 $695K
IFS Group,LLC 0.62% — 10,272 $694K
Eldridge Investment Advisors, Inc. 0.15% Reduce -1.0% 10,262 $693K
Meadowbrook Advisors Group, LLC 0.41% Reduce -1.4% 10,254 $692K
FSB Premier Wealth Management, Inc. 0.22% Reduce -8.1% 10,253 $692K
Investor's Fiduciary Advisor Network, LLC 0.21% Reduce -11.0% 10,227 $690K
Hyposwiss Advisors SA 0.68% No change 10,210 $689K
Koss-Olinger Consulting, LLC 0.06% Add +11.3% 10,208 $689K
Clearstead Trust, LLC 0.11% Reduce -17.6% 10,207 $689K
NWK Group, Inc. 0.26% Reduce -4.1% 10,202 $689K
Carl P. Sherr & Co., LLC 0.32% No change 10,189 $688K
Pearl Planning LLC 0.37% Reduce -1.3% 10,188 $688K
Facet Wealth, Inc. 0.01% Add +42.5% 10,165 $686K
Canvas Wealth Advisors, LLC 0.12% Reduce -36.5% 10,159 $686K
Tyche Wealth Partners LLC 0.11% Reduce -0.7% 10,148 $685K
Legacy Financial Group LLC 0.09% Reduce -2.2% 10,145 $685K
Coordinated Financial Services, Inc. 0.40% Reduce -21.4% 10,121 $683K
Sound Income Strategies, LLC 0.03% Add +13.0% 10,027 $683K
Falcon Wealth Planning 0.05% Add +0.6% 10,108 $683K
Gen-Wealth Partners Inc 0.21% Add +0.2% 10,052 $679K
Guyasuta Investment Advisors Inc. 0.04% No change 10,050 $679K
Cornell Pochily Investment Advisors, Inc. 0.20% Reduce -9.8% 10,046 $678K
Wealthgarden F.S. LLC 0.46% No change 10,034 $678K
Fishman Jay A Ltd. 0.06% No change 10,000 $675K
Miramontes Capital, LLC 0.23% Add +11.2% 9,989 $675K
Burk Holdings LLC 0.29% No change 9,985 $674K
Meridian Investment Counsel Inc. 0.16% No change 9,966 $673K
Liberty Square Wealth Partners LLC 0.19% Reduce -31.3% 9,963 $673K
SIMA Wealth Partners, LLC 0.51% Reduce -0.6% 9,922 $670K
SFG Wealth Management, LLC. 0.28% Reduce -11.8% 9,903 $669K
Graetz Wealth LLC 0.60% Add +0.2% 9,893 $668K
Vertrix Wealth Management, LLC 0.25% — 9,874 $667K
CapWealth Advisors, LLC 0.06% Reduce -2.8% 9,811 $663K
Opus Capital Group, LLC 0.07% Reduce -0.7% 9,802 $662K
Boyd Watterson Asset Management LLC 0.20% Reduce -8.4% 9,797 $662K
Ruggaard & Associates LLC 0.26% Reduce -0.7% 9,783 $661K
Davidson Investment Advisors 0.03% No change 9,747 $658K
Quartz Partners, LLC 0.25% Add +6.2% 9,746 $658K
Wallace Advisory Group, LLC 0.70% Reduce -5.9% 9,725 $657K
Summit Wealth Group LLC / Co. 0.07% New 9,725 $657K
American State Bank (Iowa) 0.31% Reduce -11.6% 9,705 $655K
Powerhouse Assets LLC 0.57% Reduce -4.9% 9,700 $655K
Ballast, Inc. 0.15% Reduce -0.2% 9,615 $649K
Farmers National Bank 0.14% Reduce -3.1% 9,611 $649K
Elk River Wealth Management LLC 0.11% Reduce -3.5% 9,600 $648K
Adelphi Trust Co 0.53% Reduce -13.3% 9,597 $648K
Prasad Wealth Partners, LLC 0.18% Add +0.2% 9,576 $647K
Eq LLC 0.18% No change 9,568 $646K
American Money Management, LLC 0.10% Reduce -3.9% 9,546 $645K
Coastline Complete Wealth LLC 0.40% Reduce -0.6% 9,542 $644K
Horizons Wealth Management 0.43% Reduce -2.0% 9,488 $641K
Fortis Capital Management LLC 0.09% Add +108.0% 9,473 $640K
Whalerock Point Partners, LLC 0.13% No change 9,463 $639K
Old North State Trust, LLC 0.38% No change 9,443 $638K
Wealth Enhancement Trust Services, Inc. 0.08% No change 9,436 $637K
Carson Advisory Inc. 0.33% Add +15.0% 9,408 $635K
Legal & General Group Plc 0.00% Reduce -31.9% 9,400 $635K
Indiana Trust & Investment Management Co 0.20% Reduce -6.2% 9,388 $634K
Athena Investment Management 0.33% Reduce -0.7% 9,388 $634K
Adirondack Trust Co. 0.21% Reduce -13.6% 9,348 $631K
Seven Mile Advisory 0.45% Add +23.8% 9,331 $630K
Maridea Wealth Management LLC 0.09% Reduce -0.3% 9,281 $627K
Bay Capital Advisors, LLC 0.39% Reduce -6.2% 9,279 $627K
Tme Financial, Inc. 0.43% Add +0.2% 9,275 $626K
Romano Brothers and Company 0.07% Reduce -1.7% 9,253 $625K
Lam Group, Inc. 0.34% No change 9,250 $625K
Motco 0.06% Reduce -16.1% 9,248 $625K
Acorn Wealth Advisors, LLC 0.18% Reduce -18.9% 9,246 $624K
Pennington Partners & Co., LLC 0.21% New 9,232 $623K
TCI Wealth Advisors, Inc. 0.03% Reduce -4.0% 9,224 $623K
Tower Bridge Advisors 0.06% New 9,220 $623K
Richardson Financial Services Inc. 0.39% No change 9,203 $621K
Goodman Financial Corp 0.11% No change 9,165 $619K
Patton Albertson Miller Group, LLC 0.07% Reduce -0.4% 9,100 $615K
Albion Financial Group 0.04% Reduce -0.0% 9,096 $614K
Mitchell McLeod Pugh & Williams Inc. 0.09% Add +18.3% 9,067 $612K
Lazard Freres Gestion S.A.S. 0.01% No change 9,050 $611K
Canandaigua National Trust Co of Florida 0.49% No change 9,045 $611K
Asempa Wealth Advisors 0.53% Reduce -4.8% 8,965 $611K
Fortitude Advisory Group L.L.C. 0.27% Add +42.3% 9,031 $610K
Norden Group LLC 0.06% Add +25.6% 9,031 $610K
Sierra Summit Advisors LLC 0.09% No change 8,950 $604K
LVW Advisors, LLC 0.06% Reduce -2.4% 8,918 $602K
City State Bank 0.16% Reduce -0.6% 8,915 $602K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Add +119.6% 8,900 $601K
Storen Legacy Partners, LLC 0.19% Reduce -30.4% 8,890 $600K
Strategic Financial Concepts, LLC 0.15% Reduce -0.7% 8,860 $598K
Paladin Advisory Group, LLC 0.45% Reduce -1.7% 8,856 $598K
Zullo Investment Group, Inc. 0.23% Add +0.3% 8,846 $597K
JB Capital LLC 0.02% Add +12.9% 8,831 $596K
Peachtree Investment Partners, LLC 0.23% Reduce -1.4% 8,804 $595K
Juncture Wealth Strategies, LLC 0.20% No change 8,786 $593K
McLean Asset Management Corp 0.10% No change 8,749 $591K
Legacy Wealth Managment, LLC 0.29% Add +81.7% 8,731 $590K
Red Door Wealth Management, LLC 0.06% Add +0.0% 8,718 $589K
First Trust Advisors LP 0.00% Add +6.1% 8,682 $586K
Morton Capital Management LLC 0.09% Add +87.8% 8,667 $585K
DDD Partners, LLC 0.04% Reduce -11.0% 8,664 $585K
Wick Capital Partners, LLC 0.11% Reduce -6.7% 8,649 $584K
Oakwell Private Wealth Management, LLC 0.10% Reduce -20.2% 8,608 $581K
TMB Capital Partners, LLC 0.19% Reduce -0.4% 8,568 $579K
DB&C Advisors, LLC 0.75% Reduce -4.2% 8,565 $578K
Insight Inv LLC 0.32% Reduce -3.0% 8,535 $576K
Xponance LLC 0.00% New 8,535 $576K
NORTHSTAR ASSET MANAGEMENT Co 0.13% No change 8,525 $576K
Blue Edge Capital, LLC 0.08% Add +5.4% 8,520 $575K
Financial Futures Ltd Liability Co. 0.25% Reduce -0.3% 8,478 $573K
Integrated Investment Consultants, LLC 0.12% Add +0.3% 8,474 $572K
Adaptive Financial Consulting, LLC 0.22% Add +5.7% 8,462 $571K
Hummer Financial Advisory Services Inc 0.40% No change 8,460 $571K
Code Waechter LLC 0.34% No change 8,455 $571K
Stone House Investment Management, LLC 0.10% Add +0.4% 8,453 $571K
Grant Street Asset Management, Inc. 0.11% Reduce -2.6% 8,445 $570K
Melone Private Wealth, LLC 0.23% Reduce -0.8% 8,443 $570K
Syntegra Private Wealth Group, LLC 0.05% Reduce -2.3% 8,437 $570K
Everhart Financial Group, Inc. 0.05% Add +94.8% 8,435 $570K
Sage Rhino Capital LLC 0.11% No change 8,400 $567K
PAX Financial Group, LLC 0.10% Reduce -52.2% 8,374 $565K
Fort Sheridan Advisors LLC 0.07% No change 8,354 $564K
Gilman Hill Asset Management, LLC 0.09% No change 8,350 $564K
Roundview Capital LLC 0.04% No change 8,348 $564K
TFC Financial Management, Inc. 0.07% Add +70.9% 8,335 $563K
Integrity Advisory Solutions, LLC 0.07% Add +77.5% 8,299 $560K
Segment Wealth Management, LLC 0.03% Reduce -18.6% 8,285 $559K
Somerset Trust Co 0.17% Reduce -26.6% 8,280 $559K
Mitchell Capital Management Co. 0.10% Add +0.3% 8,276 $559K
Melfa Wealth Management, Inc. 0.32% Add +0.1% 8,275 $559K
Twin Peaks Wealth Advisors, LLC 0.14% Reduce -3.7% 8,250 $557K
Daybright Advisory Services, Inc. 0.15% Reduce -19.3% 8,182 $553K
William Howard & Co Financial Advisors Inc 0.48% Add +0.1% 8,174 $552K
Jamison Private Wealth Management, Inc. 0.07% Add +0.5% 8,143 $550K
Trek Financial, LLC 0.03% Reduce -11.1% 8,132 $549K
Intelligence Driven Advisers, LLC 0.10% No change 8,125 $549K
Panoramic Investment Advisors, LLC 0.30% Reduce -0.1% 8,119 $548K
Andrews Advisory Associates, LLC 0.29% Reduce -2.5% 8,095 $547K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -1.4% 8,082 $546K
True Link Financial Advisors, LLC 0.03% Reduce -23.6% 8,075 $545K
Lawood & Co. 0.51% No change 8,070 $545K
Inspire Advisors, LLC 0.04% Reduce -9.8% 8,064 $545K
Legacy Wealth Partners, LLC 0.14% Reduce -0.8% 8,054 $544K
Strategic Financial Partners, Ltd. 0.23% No change 8,046 $543K
Fiduciary Alliance LLC 0.03% Add +16.7% 7,613 $543K
Augustine Asset Management Inc. 0.12% No change 8,010 $541K
Collar Capital Management, LLC 0.35% Reduce -1.5% 8,000 $540K
First Commonwealth Financial Corp 0.09% Reduce -23.4% 7,988 $539K
Arwa LLC 0.27% Reduce -6.1% 7,633 $539K
Ameliora Wealth Management Ltd. 0.17% No change 7,982 $539K
Martin Capital Advisors, LLP 0.34% No change 7,975 $539K
Dynamic Financial Group 0.44% Add +15.1% 7,961 $538K
Secure Asset Management, LLC 0.08% Reduce -38.0% 7,918 $535K
Wealth Quarterback LLC 0.21% Reduce -4.2% 7,915 $535K
Lewis Asset Management, LLC 0.22% Reduce -2.8% 7,890 $533K
Radnor Capital Management, LLC 0.08% Add +0.2% 7,869 $531K
Xcelsior Advisor Partners LLC 0.20% Add +3.3% 7,864 $531K
Sovran Advisors, LLC 0.04% Add +11.3% 7,250 $528K
Indie Asset Partners, LLC 0.60% Add +12.3% 7,793 $526K
Client 1ST Advisory Group, LLC 0.16% Add +55.4% 7,782 $526K
Summit Global Investments 0.03% New 7,777 $525K
JGP Wealth Management, LLC 0.05% Reduce -3.8% 7,769 $525K
Serenity Investment Advisors 0.25% Add +4.0% 7,136 $525K
Mill Creek Capital Advisors, LLC 0.01% Reduce -40.1% 7,760 $524K
Drexel Morgan & Co. 0.08% No change 7,755 $524K
Piedmont Capital Management, LLC 0.35% Reduce -0.1% 7,750 $523K
Global Financial Private Client, LLC 0.17% No change 7,749 $523K
Cutler Investment Counsel LLC 0.05% No change 7,708 $521K
180 Wealth Advisors, LLC 0.06% Reduce -24.8% 7,694 $520K
Pacifica Partners Inc. 0.17% Reduce -13.1% 7,687 $519K
Brookwood Investment Group LLC 0.07% Add +4.0% 7,683 $519K
NWF Advisory Services Inc. 0.06% Reduce -7.2% 7,673 $518K
Victory Financial Group, LLC 0.06% Reduce -4.9% 7,661 $517K
Relyea Zuckerberg Hanson LLC 0.05% No change 7,659 $517K
Eagle Strategies LLC 0.06% Reduce -15.6% 7,656 $517K
Everett Harris & Co. 0.01% No change 7,650 $517K
Obsidian Cio, LLC 0.46% Add +9.7% 7,645 $516K
Nixon Peabody Trust Co. 0.04% Add +84.7% 7,606 $514K
Symmetry Partners, LLC 0.03% Add +108.9% 7,605 $514K
Hohimer Wealth Management, LLC 0.06% No change 7,602 $513K
Wealth Management Associates, Inc. 0.18% Reduce -0.3% 7,585 $512K
Platform Technology Partners 0.10% Add +6.2% 7,578 $512K
Edgestream Partners, L.P. 0.02% Reduce -23.0% 7,565 $511K
Prosperity Planning, Inc. 0.18% Reduce -14.3% 7,554 $510K
Fiduciary Financial Group, LLC 0.07% Add +9.0% 7,553 $510K
Downshift Financial, LLC 0.26% Reduce -29.0% 7,086 $510K
SummitTX Capital, L.P. 0.02% New 7,539 $509K
Uniting Wealth Partners, LLC 0.11% Add +0.1% 7,537 $509K
SP Asset Management LLC 0.04% Reduce -4.2% 7,502 $507K
Advisor OS, LLC 0.04% Add +14.3% 7,478 $505K
Stokes Family Office, LLC 0.05% Reduce -22.5% 7,455 $503K
Marshall Financial Group, LLC 0.08% Reduce -33.0% 7,452 $503K
Global Strategic Investment Solutions, LLC 0.05% Add +0.1% 7,448 $503K
Bill Few Associates, Inc. 0.12% Reduce -1.2% 7,443 $503K
Global Wealth Strategies & Associates 0.12% Add +2.8% 7,417 $501K
City National Bank of Florida 0.30% Reduce -60.0% 7,412 $501K
Black Diamond Financial, LLC 0.05% Add +29.9% 7,404 $500K
Live Oak Private Wealth LLC 0.07% Add +0.5% 7,399 $500K
WealthCare Investment Partners, LLC 0.14% Reduce -1.3% 7,299 $498K
McRae Capital Management Inc. 0.10% Add +2.4% 7,370 $498K
Bridgewater Advisors Inc. 0.03% Add +0.8% 6,799 $497K
Oxinas Partners, LLC 0.23% Reduce -0.5% 7,360 $497K
Performance Wealth Partners, LLC 0.01% Add +9.4% 7,337 $495K
Mason Investment Advisory Services, Inc. 0.02% Add +0.0% 7,319 $494K
WNY Asset Management, LLC 0.05% — 7,314 $494K
Southland Equity Partners LLC 0.10% Reduce -1.4% 7,309 $494K
Hantz Financial Services, Inc. 0.01% Add +16.4% 7,265 $491K
Gilbert Capital Group, Inc. 0.38% Reduce -12.7% 7,220 $488K
TrustBank 0.19% No change 7,210 $487K
Chancellor Financial Group WB LP 0.35% No change 7,197 $486K
Aurora Private Wealth, Inc. 0.35% Reduce -4.9% 7,284 $486K
Analyst IMS Investment Management Services Ltd. 0.01% New 7,200 $486K
Reflection Asset Management 0.30% Add +295.4% 6,717 $486K
Financial Perspectives, Inc 0.14% Add +0.0% 7,190 $486K
Wealthcare Capital Management LLC 0.05% Reduce -2.3% 7,181 $485K
My Personal CFO, LLC 0.21% No change 7,155 $483K
Staley Capital Advisers Inc. 0.02% Add +7.5% 7,120 $481K
Greenhouse Wealth Management, LLC 0.30% Add +0.2% 7,108 $479K
Smith Salley Wealth Management 0.02% Reduce -1.7% 7,095 $479K
Axim Planning & Wealth 0.58% Add +45.7% 7,075 $478K
Aries Wealth Management 0.10% No change 7,071 $478K
Capital Planning LLC 0.16% No change 7,067 $477K
Chicago Capital, LLC 0.01% Reduce -15.7% 7,025 $474K
J.Safra Asset Management Corp 0.03% No change 7,006 $473K
Essential Investment Partners LLC 0.44% No change 7,000 $473K
ARS Investment Partners, LLC 0.02% No change 7,000 $473K
Prime Buchholz LLC 0.25% Add +0.2% 6,965 $470K
Holderness Investments Co. 0.09% Add +94.8% 6,965 $470K
Private Wealth Partners, LLC 0.04% Reduce -29.7% 6,962 $470K
BOS Asset Management, LLC 0.12% Add +0.6% 6,939 $469K
Caitlin John, LLC 0.28% Add +0.3% 6,937 $468K
Asset Dedication, LLC 0.03% Add +6.1% 6,937 $468K
Pekin Hardy Strauss, Inc. 0.05% Add +0.3% 6,926 $468K
Ardent Capital Management, Inc. 0.20% No change 6,920 $467K
Hobbs Group Advisors, LLC 0.14% Reduce -1.5% 6,912 $467K
HighRoad Wealth Advisors, LLC 0.45% Reduce -2.9% 6,889 $465K
Klingenstein Fields & Co. LP 0.02% No change 6,868 $464K
Steinberganna Wealth Management 0.22% Add +43.5% 6,867 $464K
Ti-Trust, Inc. 0.28% No change 6,860 $463K
Avion Wealth 0.10% Reduce -2.1% 6,860 $463K
EFG International AG 0.01% Add +15.1% 6,852 $463K
Sawgrass Asset Management LLC 0.07% Add +2.2% 6,838 $462K
Haverford Financial Services, Inc. 0.14% Reduce -14.6% 6,836 $462K
Montz Harcus Wealth Management LLC 0.19% Add +0.2% 6,829 $461K
Hollow Brook Wealth Management LLC 0.12% Reduce -49.8% 6,815 $460K
Phillips Wealth Planners LLC 0.35% Add +3.5% 6,222 $459K
Breachway Investments LLC 0.44% Add +0.3% 6,739 $459K
Anchor Capital Advisors LLC 0.01% New 6,794 $459K
OpenArc Corporate Advisory, LLC 0.01% Reduce -37.8% 6,794 $459K
Collaborative Wealth Managment Inc. 0.21% Reduce -4.9% 6,742 $455K
Mason & Associates Inc 0.09% Reduce -0.7% 6,940 $455K
Center For Asset Management LLC 0.23% No change 6,735 $455K
Defined Wealth Management, LLC 0.27% Add +0.5% 6,718 $454K
BTC Capital Management, Inc. 0.03% Add +82.3% 6,699 $452K
Tradition Wealth Management, LLC 0.03% Add +4.6% 6,683 $451K
Peak Asset Management, LLC 0.08% Reduce -8.3% 6,675 $451K
Next Level Wealth Planning, LLC 0.23% Reduce -5.5% 6,660 $450K
FWG Investments, LLC. 0.28% Reduce -4.0% 6,614 $447K
Financial Planning Hawaii, Inc. 0.26% Reduce -11.7% 6,613 $447K
Equita Financial Network, Inc. 0.14% Reduce -46.4% 6,603 $446K
Foster & Motley Inc. 0.02% Add +2.3% 6,587 $445K
First Bancorp, Inc 0.22% Reduce -2.6% 6,580 $444K
Successful Portfolios LLC 0.24% Reduce -1.3% 6,610 $444K
Johnson Bixby & Associates, LLC 0.06% Add +0.1% 6,569 $444K
Meridian Financial Partners LLC 0.17% No change 6,468 $443K
Claris Financial LLC 0.24% Add +0.1% 6,560 $443K
Americana Partners, LLC 0.01% Add +86.9% 6,540 $442K
Strategies Wealth Advisors, LLC 0.04% Reduce -4.6% 6,540 $442K
Dopkins Wealth Management, LLC 0.18% No change 6,535 $441K
Tradewinds, LLC. 0.14% Add +5.3% 6,059 $441K
August Group Capital Ltd 0.51% Add +0.3% 6,533 $441K
Thompson Siegel & Walmsley LLC 0.01% Add +11.1% 6,535 $441K
Kings Path Partners LLC 0.15% No change 6,524 $441K
CFM Wealth Partners LLC 0.07% Reduce -20.2% 6,496 $439K
Peregrine Asset Advisers, Inc. 0.12% No change 6,478 $437K
Strategic Equity Management 0.16% No change 6,478 $437K
Main Street Group, LTD 0.14% Add +5.9% 6,456 $436K
Edmond DE Rothschild Holding S.A. 0.01% Add +11.8% 6,439 $435K
Integrity Wealth Partners, LLC 0.39% — 6,405 $433K
Berkeley Capital Partners, LLC 0.10% No change 6,395 $432K
Osborne Partners Capital Management, LLC 0.02% Reduce -10.0% 6,357 $429K
Auxano Advisors, LLC 0.09% Add +3.4% 6,352 $429K
Mystic Asset Management, Inc. 0.10% No change 6,345 $428K
Marble Harbor Investment Counsel, LLC 0.05% No change 6,335 $428K
Millstone Evans Group, LLC 0.26% Reduce -2.1% 6,316 $427K
BankPlus Trust Department 0.11% No change 6,302 $426K
Mowery & Schoenfeld Wealth Management, LLC 0.65% Reduce -27.1% 6,300 $425K
J.P. Marvel Investment Advisors, LLC 0.06% No change 6,295 $425K
Acorn Financial Advisory Services Inc. 0.06% Reduce -11.0% 6,287 $425K
One Wealth Management Investment & Advisory Services, LLC 0.51% Reduce -3.9% 6,257 $423K
Ashford Advisors, LLC 0.10% No change 6,250 $422K
Signet Private Wealth LLC 0.40% Add +15.7% 6,210 $419K
Latitude Advisors, LLC 0.19% Add +8.0% 6,207 $419K
Foguth Wealth Management, LLC. 0.05% Add +71.1% 5,616 $419K
Fermata Advisors, LLC 0.09% Reduce -0.2% 6,196 $418K
Pinnacle Family Advisors, LLC 0.20% Add +2.5% 6,187 $418K
Cynosure Group, LLC 0.05% Reduce -19.1% 6,178 $417K
Prodigy Asset Management LLC 0.14% No change 6,161 $416K
St Germain D J Co. Inc. 0.02% Add +40.3% 6,155 $416K
IAG Wealth Partners, LLC 0.05% Reduce -0.3% 6,143 $415K
J. L. Bainbridge & Co., Inc. 0.04% Add +1.0% 6,134 $414K
Silver Grove Financial Group, Inc. 0.33% Reduce -52.0% 6,129 $414K
Independence Bank of Kentucky 0.05% Reduce -0.2% 6,125 $414K
Rollins Financial Advisors, LLC 0.07% Add +3.5% 6,124 $414K
Ade, LLC 0.20% Reduce -0.3% 6,100 $412K
Financial Life Planners 0.32% Reduce -2.1% 6,089 $411K
Legacy Financial Advisors, Inc. 0.06% Reduce -7.1% 6,053 $409K
World Equity Group, Inc. 0.11% Add +1.8% 6,049 $409K
Redwood Family Wealth LLC 0.40% Reduce -2.8% 6,010 $406K
Sunburst Financial Group, LLC 0.08% Reduce -7.8% 6,005 $406K
Synergy Investment Management, LLC 0.13% Reduce -6.1% 5,999 $405K
Plum Street Advisors, LLC 0.14% No change 5,997 $405K
Midwest Financial Partners Investments, Inc. 0.21% No change 5,997 $405K
Faithward Advisors, LLC 0.06% Add +2.9% 5,966 $403K
Selective Wealth Management, Inc. 0.12% Reduce -4.2% 5,626 $403K
Smith Chas P & Associates Pa Cpas 0.02% New 5,929 $400K
Values Added Financial LLC 0.17% No change 5,911 $399K
Welch Group, LLC 0.01% No change 5,906 $399K
Range Financial Group LLC 0.13% Reduce -4.2% 5,888 $398K
Greenland Capital Management LP 0.09% Reduce -66.6% 5,878 $397K
Owl Creek Wealth Partners LLC 0.14% — 5,866 $396K
Envision Financial LLC 0.21% Add +0.0% 5,866 $396K
Freedom Investment Management, Inc. 0.12% Add +21.7% 5,854 $395K
Main Street Financial Solutions, LLC 0.03% Reduce -3.3% 5,854 $395K
Legacy Edge Advisors, LLC 0.04% Reduce -0.2% 5,813 $393K
Level Wealth Management LLC 0.18% Add +5.3% 5,807 $392K
Heartwood Wealth Advisors LLC 0.03% Add +42.6% 5,804 $392K
Mainstream Capital Management LLC 0.26% Reduce -0.5% 5,784 $391K
Houlihan Financial Resource Group, Ltd. 0.15% No change 5,755 $389K
Hazlett, Burt & Watson, Inc. 0.12% Reduce -2.4% 5,804 $387K
Bernardo Wealth Planning LLC 0.08% Add +0.0% 5,728 $387K
Aberdeen Wealth Management LLC 0.18% No change 5,725 $387K
Absolute Capital Management, LLC 0.13% Add +9.5% 5,723 $386K
Rydar Equities, Inc. 0.30% Add +0.2% 5,718 $386K
Chilton Capital Management LLC 0.01% Add +38.8% 5,707 $385K
Cherrydale Wealth Management, LLC 0.12% Add +0.2% 5,672 $383K
Schnieders Capital Management, Llc. 0.06% Reduce -1.1% 5,664 $382K
ARS Wealth Advisors Group, LLC 0.03% Reduce -1.7% 5,663 $382K
Presilium Private Wealth, LLC 0.07% Add +1.8% 5,661 $382K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Add +15.6% 5,660 $382K
Bellecapital International Ltd. 0.07% New 5,650 $382K
W Advisors, LLC 0.20% Reduce -0.3% 5,647 $381K
Richmond Investment Services, LLC 0.06% Reduce -42.5% 5,635 $381K
Partners in Financial Planning 0.06% Add +3.0% 5,617 $379K
McNaughton Wealth Management, LLC 0.16% No change 5,600 $378K
Clearwave Capital, LLC 0.26% Add +0.1% 5,575 $376K
Hibernia Wealth Partners, LLC 0.11% Add +6.5% 5,573 $376K
Petersen Hastings Wealth Advisors Inc. 0.03% Reduce -3.1% 5,562 $376K
Avalon Trust Co 0.03% No change 5,562 $376K
Altiora Financial Group, LLC 0.06% New 5,549 $375K
Van Cleef Asset Management,Inc 0.04% No change 5,528 $373K
Advance Capital Management, Inc. 0.01% Add +1.7% 5,508 $372K
McAdam, LLC 0.02% Add +1.4% 5,506 $372K
Boston Trust Walden Corp 0.00% No change 5,490 $371K
Cornerstone Financial Management LLC 0.34% No change 5,486 $370K
marrick wealth, LLC 0.31% Reduce -34.7% 5,485 $370K
Cornerstone Wealth, LLC 0.21% — 5,125 $370K
Charis Legacy Partners, LLC 0.54% No change 5,460 $369K
Gradient Capital Advisors, LLC 0.10% Reduce -2.6% 5,460 $369K
Financial Guidance Group, Inc. 0.15% Reduce -8.4% 5,425 $366K
Bauman Advisory Group, LLC 0.26% Reduce -95.4% 5,421 $366K
Northbridge Financial Group, LLC 0.16% Reduce -21.9% 5,129 $365K
Brooklyn FI, LLC 0.08% Add +2.7% 5,407 $365K
Dimension Capital Management LLC 0.05% No change 5,400 $365K
4WEALTH Advisors, Inc. 0.31% Add +17.8% 5,549 $364K
Emerald Investment Advisers, LLC 0.03% — 5,385 $364K
Drum Hill Capital, LLC 0.34% No change 5,375 $363K
Mattson Financial Services, LLC 0.09% Add +14.6% 5,366 $362K
Vantage Point Financial LLC 0.13% Reduce -0.2% 5,364 $362K
MRWM Advisors, LLC 0.20% Reduce -40.4% 5,362 $362K
Barnes Wealth Management Group, Inc 0.18% Reduce -6.8% 5,360 $362K
Central Valley Advisors, LLC 0.10% New 5,358 $362K
Whitaker-Myers Wealth Managers, LTD. 0.07% Reduce -0.9% 5,352 $361K
Bull Street Advisors, LLC 0.18% Reduce -5.0% 5,325 $360K
SkyOak Wealth, LLC 0.07% No change 5,325 $360K
RVW Wealth, LLC 0.03% No change 5,315 $359K
Fingerlakes Wealth Management, Inc. 0.24% Add +0.1% 5,313 $359K
DV Trading LLC 0.03% Reduce -75.4% 5,300 $358K
Roman Butler Fullerton & Co. 0.10% Reduce -3.7% 5,072 $358K
Forum Financial Management, LP 0.01% Reduce -0.1% 5,291 $357K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +67.8% 5,281 $357K
Summit Asset Management, LLC 0.05% Add +16.6% 5,268 $356K
Evansbrook LLC 0.24% No change 5,255 $355K
Ethic Inc. 0.01% New 5,221 $353K
Vista Investment Partners Ii, LLC 0.16% Reduce -5.8% 5,221 $353K
Abacus Planning Group, Inc. 0.05% New 5,215 $352K
Bedminster, LLC 0.33% Reduce -11.1% 5,197 $351K
Hidden Cove Wealth Management, LLC 0.22% Reduce -2.9% 5,182 $350K
SHP Wealth Management 0.03% Add +4.8% 5,171 $349K
Debussy Capital Management LP 0.05% Reduce -3.4% 5,170 $349K
Altfest L J & Co. Inc. 0.04% Add +0.1% 5,166 $349K
HFR Wealth Management, LLC 0.09% Add +4.5% 5,160 $348K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,935 $348K
Focused Alpha, LLC 0.11% Add +0.6% 5,131 $346K
Synergy Financial Group, LTD 0.26% New 5,125 $346K
Matrix Asset Advisors Inc. 0.03% Add +0.4% 5,125 $346K
SJS Investment Consulting Inc. 0.04% No change 5,098 $344K
Roberts Wealth Advisors, LLC 0.09% New 5,085 $343K
James J. Burns & Company, LLC 0.05% Add +3.2% 5,077 $343K
TD Capital Management LLC 0.03% Add +2.2% 5,070 $342K
Penobscot Investment Management Company, Inc. 0.03% No change 5,065 $342K
Byrne Financial Freedom, LLC 0.16% Add +0.0% 5,043 $341K
Sequent Planning LLC 0.08% Reduce -6.2% 5,031 $340K
Bluestem Financial Advisors, LLC 0.13% Reduce -0.9% 5,015 $339K
Private Client Services, LLC 0.10% Reduce -5.7% 5,007 $338K
Nelson Capital Management, LLC 0.04% No change 5,005 $338K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -4.0% 5,003 $338K
Bantamac Capital, LLC 0.25% No change 5,000 $338K
Trust Co of the South 0.05% Reduce -2.8% 5,000 $338K
Renaissance Technologies 0.00% New 5,000 $338K
Virtue Asset Management LLC 0.27% No change 4,975 $336K
Legacy Capital Wealth Partners, LLC 0.07% No change 4,933 $333K
Arvest Bank Trust Division 0.02% Reduce -51.2% 4,910 $332K
Great Oak Capital Partners, LLC 0.08% New 4,686 $331K
Peak Planning Group, LLC 0.09% Reduce -5.3% 4,892 $330K
John W. Brooker & Co., CPAs 0.52% Add +0.8% 4,878 $329K
Versant Capital Management, Inc 0.03% No change 4,868 $329K
Earned Wealth Advisors, LLC 0.02% Reduce -5.5% 4,859 $328K
BCGM Wealth Management, LLC 0.08% Add +5.2% 4,850 $328K
Obermeyer Wealth Partners 0.02% Reduce -0.6% 4,849 $327K
Lee Danner & Bass Inc. 0.02% No change 4,831 $326K
Main Management LLC 0.02% No change 4,825 $326K
Gratus Wealth Advisors, LLC 0.05% No change 4,821 $326K
Cassilly Financial Group LLC 0.28% Reduce -0.0% 4,811 $325K
Mitchell Sinkler & Starr 0.15% No change 4,810 $325K
LJI Wealth Management, LLC 0.05% Add +0.1% 4,809 $325K
Cedarwood Wealth LLC 0.33% Reduce -5.0% 4,788 $323K
Northeast Investment Management 0.01% Reduce -0.1% 4,783 $323K
Geneva Partners, LLC 0.15% Add +2.9% 4,765 $322K
Resurgent Financial Advisors LLC 0.12% Add +1.6% 4,759 $321K
Canopy Partners, LLC 0.11% Reduce -6.0% 4,746 $320K
Dumont & Blake Investment Advisors LLC 0.08% Reduce -0.5% 4,742 $320K
Grandfield & Dodd, LLC 0.02% Add +1.3% 4,740 $320K
Zuckerman Investment Group, LLC 0.03% No change 4,735 $320K
Stillwater Private Wealth, LLC 0.27% — 4,725 $319K
Cascade Financial Partners, LLC 0.03% No change 4,718 $319K
West Michigan Advisors, LLC 0.07% Reduce -9.0% 4,713 $318K
Colonial River Investments, LLC 0.11% Add +21.1% 4,709 $318K
TrueWealth Advisors, LLC 0.08% No change 4,705 $318K
Creative Capital Management Investments LLC 0.09% No change 4,663 $315K
Mayport, LLC 0.06% New 4,661 $315K
Bank Ozk 0.11% Reduce -5.4% 4,645 $314K
Barnes Pettey Financial Advisors, LLC 0.14% Add +0.0% 4,643 $314K
Family Manage LLC 0.04% No change 4,627 $312K
Birchwood Financial Partners, Inc. 0.30% Reduce -1.3% 4,620 $312K
Centric Wealth Management 0.06% Add +0.1% 4,311 $312K
Potomac Fund Management Inc. 0.01% Add +2.5% 4,591 $310K
Sentry LLC 0.10% No change 4,575 $309K
Granite Investment Partners, LLC 0.02% No change 4,555 $308K
Capital Wealth Management, LLC 0.08% Reduce -16.5% 4,554 $308K
Heritage Family Offices, LLP 0.14% Reduce -1.6% 4,538 $306K
Beaton Management Co. Inc. 0.14% No change 4,530 $306K
Nabity-Jensen Investment Management Inc 0.21% No change 4,525 $306K
Auour Investments LLC 0.10% No change 4,525 $306K
MB Generational Wealth, LLC 0.17% No change 4,522 $305K
Rock Point Advisors, LLC 0.08% Add +11.1% 4,516 $305K
Commonwealth Retirement Investments LLC 0.09% Add +1.3% 4,513 $305K
Trademark Financial Management, LLC 0.15% Add +2.1% 4,482 $303K
Affinity Wealth Management LLC 0.05% No change 4,450 $301K
Brick & Kyle, Associates 0.10% Reduce -13.2% 4,450 $301K
Addison Advisors LLC 0.07% Add +15.6% 4,443 $300K
Ellsworth Advisors, LLC 0.06% Add +0.2% 4,431 $299K
Avaii Wealth Management, LLC 0.10% Reduce -20.0% 4,429 $299K
First American Trust, FSB 0.02% Add +9.2% 4,409 $298K
Magnolia Private Wealth, LLC 0.20% Add +12.8% 4,400 $297K
West Wealth Group, LLC 0.06% Reduce -0.3% 4,387 $296K
KFG Wealth Management, LLC 0.04% Reduce -2.8% 4,382 $296K
Atwood & Palmer Inc. 0.02% Reduce -3.3% 4,380 $296K
MADDEN SECURITIES Corp 0.09% No change 4,372 $295K
Purewater Capital LLC 0.28% — 4,371 $295K
Hanson & Doremus Investment Management 0.03% No change 4,370 $295K
Asset One Wealth Management LLC 0.03% No change 4,043 $295K
Praetorian Wealth Management, Inc. 0.06% Reduce -6.2% 4,164 $294K
4J Wealth Management LLC 0.17% Add +2.4% 4,340 $293K
Liberty Wealth Management LLC 0.04% Add +3.0% 4,340 $293K
Simplicity Wealth,LLC 0.02% Reduce -25.0% 4,328 $292K
Vernal Point Advisors, LLC 0.12% No change 4,320 $292K
Douglass Winthrop Advisors, LLC 0.01% No change 4,320 $292K
Signal Advisors Wealth, LLC 0.02% Reduce -12.4% 4,316 $291K
True North Advisors, LLC 0.03% Add +1.4% 4,306 $291K
EdgeRock Capital LLC 0.08% Add +19.8% 4,304 $291K
Flaharty Asset Management, LLC 0.04% No change 4,273 $289K
Denver Wealth Management, Inc. 0.10% Add +0.1% 4,272 $288K
Lifeworks Advisors, LLC 0.04% Reduce -6.3% 4,262 $288K
Alexander Randolph Advisory, Inc. 0.25% No change 4,256 $287K
Lexington Hill Partners, LLC 0.16% Add +0.2% 4,240 $286K
Princeton Capital Management LLC 0.08% No change 4,240 $286K
Chris Bulman Inc 0.13% Add +1.4% 4,238 $286K
Integral Investment Advisors, Inc. 0.07% No change 4,230 $286K
GSG Advisors LLC 0.07% Add +0.2% 4,228 $285K
Alpha Financial Advisors, LLC 0.09% No change 4,221 $285K
WestHill Financial Advisors, Inc. 0.05% Reduce -4.2% 4,212 $284K
Foster Victor Wealth Advisors, LLC 0.02% Add +4.2% 3,958 $283K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $283K
Patrick M Sweeney & Associates, Inc. 0.18% No change 4,187 $283K
Visionary Wealth Advisors 0.01% Add +8.4% 4,179 $282K
Intellectus Partners, LLC 0.06% No change 4,167 $281K
Bcwm, LLC 0.08% Reduce -7.5% 4,156 $281K
Strategic Financial Services, Inc. 0.01% New 4,135 $279K
Cordoba Advisory Partners LLC 0.08% No change 4,105 $277K
Forthright Family Wealth Advisory LLC 0.19% New 4,560 $277K
MPWM Advisory Solutions, LLC 0.15% Reduce -84.2% 4,098 $277K
Archer Investment Corp 0.06% Reduce -33.4% 4,094 $276K
Clayton Financial Group LLC 0.14% Add +0.1% 4,093 $276K
Aufman Associates Inc 0.14% No change 4,091 $276K
Winthrop Partners - WNY, LLC 0.15% Reduce -18.7% 4,090 $276K
Global Trust Asset Management, LLC 0.11% Add +41.1% 4,083 $276K
Balance Wealth Partners LLC 0.09% Add +2.1% 4,071 $275K
Mengis Capital Management, Inc. 0.05% Add +0.2% 4,067 $275K
Andina Capital Management, LLC 0.25% Add +8.2% 4,061 $274K
Alpha Omega Wealth Management LLC 0.04% No change 4,061 $274K
Green Ridge Wealth Planning LLC 0.14% No change 4,050 $273K
Medallion Wealth Advisors, LLC 0.09% Reduce -9.6% 4,050 $273K
SMART Wealth LLC 0.08% Add +17.7% 4,047 $273K
Strategy Asset Managers LLC 0.04% No change 4,045 $273K
SPWM Advisors LLC 0.24% Add +0.2% 3,724 $273K
Hall Capital Management Co. Inc. 0.10% No change 3,750 $273K
Register Financial Advisors LLC 0.10% Add +284.6% 4,027 $272K
N.E.W. Advisory Services LLC 0.02% Add +27.8% 4,019 $271K
Trailhead Planners LLC 0.26% No change 4,000 $270K
Approach Retirement Advisors, LLC 0.22% No change 4,000 $270K
Mainsail Asset Management, LLC 0.12% No change 4,000 $270K
Jim Saulnier & Associates, LLC 0.13% Add +0.1% 3,992 $270K
Coastwise Capital Group, LLC 0.15% Add +0.2% 3,988 $269K
Ceera Investments, LLC 0.12% No change 3,986 $269K
Rise Advisors, LLC 0.09% Add +0.2% 3,941 $268K
Summit Wealth & Retirement Planning, Inc. 0.06% Add +0.4% 3,971 $268K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $268K
Equity Wealth Partners, LLC 0.17% Reduce -0.3% 3,964 $268K
Inlet Private Wealth, LLC 0.07% Add +1.6% 3,940 $266K
Sidoxia Capital Management, LLC 0.23% — 3,936 $266K
Clare Market Investments LLC 0.06% — 3,925 $265K
Dala Group, LLC 0.22% No change 3,924 $265K
Trexquant Investment LP 0.00% New 3,923 $265K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +10.9% 3,919 $265K
Aegis Wealth Management LLC 0.15% No change 3,900 $263K
Rodgers & Associates, LTD 0.03% No change 3,899 $263K
Financial Symmetry Inc 0.09% New 3,594 $262K
Summit Wealth Group, LLC 0.06% Reduce -8.0% 3,850 $260K
Keebeck Wealth Management 0.03% Reduce -33.4% 3,850 $260K
Frazier Financial Advisors, LLC 0.14% Add +16.2% 3,847 $260K
Burney Co./ 0.01% Add +2.0% 3,841 $259K
High Probability Advisors, LLC 0.03% Reduce -42.6% 3,831 $259K
Buffalo Business & Estate Services Ltd. 0.04% Reduce -5.5% 3,818 $258K
Wealthfront Advisers LLC 0.00% Add +19.2% 3,793 $256K
Dunhill Financial, LLC 0.06% Add +0.8% 3,780 $255K
O'ROURKE & COMPANY, Inc 0.10% Add +0.1% 3,780 $255K
Krane Financial Solutions LLC 0.17% — 3,779 $255K
Family Office Research LLC 0.11% Reduce -11.8% 3,777 $255K
3 Factor Indexing, LLC 0.24% — 3,745 $253K
Barnes Dennig Private Wealth Management LLC 0.25% Reduce -22.2% 3,740 $253K
Topsail Wealth Management, LLC 0.04% Add +0.1% 3,728 $252K
Gold Investment Management Ltd. 0.08% No change 3,725 $252K
Bell Bank 0.01% No change 3,725 $252K
Icon Wealth Advisors, LLC 0.02% No change 3,511 $251K
Collier Financial 0.19% Reduce -3.8% 3,718 $251K
Grove Street Fiduciary, LLC 0.11% Reduce -6.8% 3,717 $251K
Elevated Capital Advisors, LLC 0.06% Add +0.2% 3,696 $250K
Strategic Advisors LLC 0.04% Reduce -6.3% 3,687 $249K
Bridgewealth Advisory Group, LLC 0.05% No change 3,686 $249K
Van Hulzen Asset Management, LLC 0.02% New 3,685 $249K
Northwest Bancshares, Inc. 0.05% Reduce -5.8% 3,673 $248K
Mutual of America Capital Management LLC 0.00% New 3,673 $248K
Northstar Advisory Group, LLC 0.09% Reduce -2.3% 3,670 $248K
Matthew Goff Investment Advisor, LLC 0.04% Add +2.5% 3,668 $248K
City Center Advisors, LLC 0.23% Add +2.8% 3,668 $248K
Curran Financial Partners, LLC 0.04% Add +0.1% 3,664 $247K
First PREMIER Bank 0.06% Reduce -0.5% 3,655 $247K
WPWealth LLP 0.04% No change 3,655 $247K
Epiq Partners, LLC 0.12% Add +0.1% 3,653 $247K
Apriem Advisors 0.02% Reduce -21.5% 3,645 $246K
Covenant Asset Management, LLC 0.05% No change 3,640 $246K
Shum Financial Group, Inc. 0.17% No change 3,631 $245K
Baldwin Investment Management, LLC 0.03% No change 3,620 $244K
Amicus Financial Advisors, LLC 0.07% Reduce -2.4% 3,618 $244K
Park National Corp. 0.01% New 3,611 $244K
Koa Wealth Management, LLC 0.18% Reduce -5.5% 3,600 $243K
Auctus Advisors LLC 0.23% No change 3,597 $243K
CNB Bank 0.10% No change 3,591 $243K
CM Wealth Advisors LLC 0.05% No change 3,588 $242K
Manske Wealth Management 0.07% Reduce -2.6% 3,587 $242K
Steel Grove Capital Advisors, LLC 0.03% New 3,582 $242K
Capstone Financial Advisors, Inc. 0.01% Add +1.3% 3,576 $241K
TFB Advisors LLC 0.13% Reduce -90.1% 3,575 $241K
Penney Financial, LLC 0.09% No change 3,575 $241K
SteelPeak Wealth, LLC 0.01% Add +10.8% 3,563 $241K
Beacon Financial Advisory LLC 0.05% Reduce -6.0% 3,556 $240K
Meeder Advisory Services, Inc. 0.01% New 3,544 $239K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -0.1% 3,537 $239K
Tulsa Wealth Advisors, INC 0.04% New 3,536 $239K
Mustico Financial Group, Inc. 0.17% No change 3,272 $238K
Braun-Bostich & Associates Inc. 0.15% Reduce -8.8% 3,525 $238K
Chemistry Wealth Management LLC 0.04% No change 3,520 $238K
Compass Capital Corp. /Ma/ 0.08% No change 3,200 $237K
Briggs Wealth Management, Inc 0.25% No change 3,500 $236K
Bfsg, LLC 0.02% No change 3,492 $236K
Brogan Financial, Inc. 0.10% Add +0.2% 3,485 $235K
Paradigm, Strategies in Wealth Management, LLC 0.16% Add +0.2% 3,484 $235K
Fogel Capital Management, Inc. 0.11% No change 3,480 $235K
Darrow Company, Inc. 0.11% No change 3,478 $235K
Philip James Wealth Mangement, LLC 0.03% Reduce -70.6% 3,471 $234K
Fox Financial, Inc 0.19% No change 3,470 $234K
McElhenny Sheffield Capital Management, LLC 0.06% Reduce -47.2% 3,452 $233K
Strategic Financial Planning, Inc. 0.14% Add +7.3% 3,580 $233K
Spirit of America Management Corp. 0.05% Reduce -19.4% 3,268 $233K
Berger Financial Group, Inc 0.01% No change 3,443 $233K
Xxi Wealth, LLC 0.13% New 3,438 $232K
LongView Wealth Management 0.06% Reduce -9.8% 3,240 $232K
Storgate, LLC 0.18% Add +9.0% 3,432 $232K
Gleason Group, Inc. 0.02% Add +0.2% 3,428 $231K
Reliant Wealth Planning 0.07% Reduce -3.2% 3,418 $231K
Aspen Wealth Management LLC 0.05% Add +0.1% 3,416 $231K
Detalus Advisors, LLC 0.05% Reduce -0.1% 3,413 $230K
Voisard Asset Management Group, Inc. 0.05% New 3,412 $230K
Accelerate Investment Advisors LLC 0.15% Reduce -0.9% 3,402 $230K
Tortuga Wealth Management, Inc 0.21% Reduce -6.4% 3,390 $229K
Rosenberg Matthew Hamilton 0.05% No change 3,385 $229K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +34.4% 3,384 $229K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -2.2% 3,382 $228K
Shira Ridge Wealth Management 0.09% Reduce -12.8% 3,381 $228K
Palisades Hudson Asset Management, L.P. 0.09% No change 3,373 $228K
Aull & Monroe Investment Management Corp 0.11% No change 3,375 $228K
Focused Wealth Management, Inc 0.02% Add +0.2% 3,372 $228K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.2% 3,370 $228K
WealthPoint Financial, LLC 0.19% Reduce -0.9% 3,355 $227K
Leelyn Smith, LLC 0.03% Reduce -23.8% 3,347 $226K
F&V Capital Management, LLC 0.05% No change 3,350 $226K
Bravera Wealth 0.10% Reduce -11.9% 3,346 $226K
Stablepoint Partners, LLC 0.03% Add +5.3% 3,341 $226K
Wealth Architects, LLC 0.02% No change 3,340 $226K
Planning Directions Inc. 0.11% New 3,333 $225K
TCP Asset Management, LLC 0.03% No change 3,325 $225K
Legacy Financial Group, Inc. 0.06% Reduce -1.3% 3,324 $224K
Lazari Capital Management, Inc. 0.08% No change 3,306 $223K
Ifrah Financial Services, Inc. 0.06% Reduce -16.5% 3,295 $223K
Warren Street Wealth Advisors, LLC 0.06% No change 3,290 $222K
Thor Investment Management Inc. /Oh/ 0.12% No change 3,290 $222K
Aspen Capital Management, LLC 0.05% Add +0.1% 3,280 $222K
Fiduciary Family Office, LLC 0.06% No change 3,275 $221K
55 North Private Wealth, LLC 0.06% Add +0.1% 3,275 $221K
Sageworth Trust Co of South Dakota 0.18% No change 3,273 $221K
Capital Advisory Group Advisory Services, LLC 9.80% — 3,267 $221K
Cyndeo Wealth Partners, LLC 0.01% Add +0.1% 3,259 $220K
Inscription Capital, LLC 0.02% Add +0.2% 3,255 $220K
Pathway Financial Advisors LLC 0.03% Add +0.0% 3,217 $219K
Annex Advisory Services, LLC 0.00% Reduce -19.2% 3,246 $219K
GoalVest Advisory LLC 0.04% Reduce -9.7% 3,242 $219K
Monograph Wealth Advisors, LLC 0.02% No change 3,231 $218K
Andrews, Lucia Wealth Management LLC 0.13% No change 3,227 $218K
Cannon Capital Management, Inc. 0.18% No change 3,218 $217K
Asio Capital, LLC 0.03% No change 3,215 $217K
Cornerstone Advisory, LLC 0.02% Add +0.1% 3,204 $216K
Baldwin Wealth Partners LLC 0.02% No change 3,200 $216K
Brindle & Bay Financial Advisors, LLC 0.13% Reduce -3.1% 3,196 $216K
Aspire Growth Partners LLC 0.15% Add +1.7% 3,191 $216K
Verum Partners LLC 0.04% Add +1.9% 3,191 $215K
Hamilton Wealth, LLC 0.04% New 3,185 $215K
Woodard & Co. Asset Management Group Inc. 0.03% Reduce -5.9% 3,185 $215K
Legacy Solutions, LLC 0.20% Reduce -17.9% 3,183 $215K
Silverlake Wealth Management LLC 0.05% Add +0.1% 3,179 $215K
L.K. Benson & Company, P.C. 0.07% Add +0.2% 3,169 $214K
Golden Road Advisors LLC 0.12% Reduce -4.4% 3,169 $214K
J Hagan Capital, Inc. 0.12% New 3,168 $214K
Cornerstone Planning Group LLC 0.03% Add +31.5% 2,914 $213K
Prudential PLC 0.00% New 3,160 $213K
Heritage Investment Group, Inc. 0.03% No change 3,156 $213K
Narwhal Capital Management 0.02% Reduce -70.8% 3,150 $213K
Veracity Capital LLC 0.08% Reduce -1.3% 3,141 $212K
Stonebridge Capital Advisors LLC 0.01% Reduce -31.2% 3,137 $212K
Freedom Day Solutions, LLC 0.06% Reduce -2.5% 3,129 $211K
Michael Brady & Co., LLC 0.21% Reduce -1.9% 3,121 $211K
Southern Capital Advisors, LLC 0.10% No change 3,120 $211K
Cannon Wealth Management Services, LLC 0.14% Reduce -10.6% 3,120 $211K
Johnson Financial Group, LLC 0.01% Reduce -39.9% 3,108 $210K
Triton Wealth Management, PLLC 0.08% Add +0.0% 3,046 $208K
Tidal Investments LLC 0.00% New 3,084 $208K
Beacon Financial Group 0.02% Add +1.4% 3,078 $208K
Vista Capital Partners, Inc. 0.02% Reduce -13.7% 3,078 $208K
Wilkins Investment Counsel Inc. 0.03% No change 3,075 $208K
Mattern Wealth Management LLC 0.04% No change 3,073 $208K
Kassira Wealth Management LLC 0.19% No change 3,070 $207K
Riggs Asset Managment Co. Inc. 0.04% Reduce -2.9% 3,066 $207K
Orographic Financial Advisors, LLC 0.15% — 3,068 $207K
Milestone Asset Management Group, LLC 0.12% New 3,062 $207K
Sierra Ocean, LLC 0.17% No change 3,057 $206K
IFC & Insurance Marketing, Inc. 0.21% Add +0.2% 3,051 $206K
Schroder Investment Management Group 0.00% No change 3,050 $206K
Mosaic Family Wealth Partners, LLC 0.02% New 3,049 $206K
MJP Associates Inc. 0.03% Add +0.1% 3,044 $206K
Columbia Advisory Partners LLC 0.13% No change 3,037 $205K
Sherrill & Hutchins Financial Advisory, Inc 0.12% New 3,030 $205K
Wealthcare Capital Partners, LLC 0.10% New 3,020 $204K
Livet Wealth, LLC 0.13% New 3,017 $204K
Capital Square, LLC 0.09% New 2,788 $203K
Net Worth Advisory Group 0.04% Reduce -1.4% 3,004 $203K
Sittner & Nelson, LLC 0.07% No change 3,004 $203K
Foster Group, Inc. 0.01% New 3,004 $203K
Brendel Financial Advisors LLC 0.10% New 3,000 $203K
Sharp Wealth Advisory, LLC 0.10% New 3,000 $203K
Roehl & Yi Investment Advisors, LLC 0.08% Reduce -9.1% 3,000 $203K
Charles Schwab Trust Co 0.01% Reduce -19.1% 3,000 $203K
Cerro Pacific Wealth Advisors LLC 0.05% New 2,993 $202K
Morton Brown Family Wealth, LLC 0.05% Reduce -25.3% 2,986 $202K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% New 2,973 $201K
Lavaca Capital LLC 0.04% Reduce -0.1% 2,971 $201K
Financial Advisory Corp 0.03% New 2,965 $200K
Team Hewins, LLC 0.06% Reduce -4.0% 2,962 $200K
Seneschal Advisors, LLC 0.15% No change 2,950 $199K
Cherry Tree Wealth Management, LLC 0.04% No change 2,860 $193K
Osbon Capital Management LLC 0.16% No change 2,825 $191K
Prestige Wealth Management Group LLC 0.04% No change 2,810 $190K
Evolution Wealth Management Inc. 0.14% No change 2,802 $189K
Eukles Asset Management 0.08% Add +3.6% 2,783 $188K
Wealth Preservation Advisors, LLC 0.15% Reduce -20.3% 2,731 $184K
Rothschild Investment LLC 0.01% No change 2,721 $184K
Torren Management, LLC 0.09% No change 2,654 $179K
Abound Financial, LLC 0.08% Reduce -4.3% 2,642 $178K
3Chopt Investment Partners, LLC 0.04% Add +48.7% 2,595 $175K
Resources Management Corp. /CT/ 0.02% Add +22.1% 2,531 $171K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +1.0% 2,525 $171K
Provident Wealth Management, LLC 0.05% No change 2,518 $170K
one8zero8, LLC 0.04% Reduce -16.1% 2,500 $169K
TIAA Wealth Investment Management LLC 0.00% — 2,562 $168K
Evelyn Partners Asset Management Ltd 0.04% Add +158.2% 2,479 $167K
Acumen Wealth Advisors, LLC 0.04% No change 2,463 $166K
Perkins Coie Trust Co 0.03% No change 2,450 $165K
McIlrath & Eck, LLC 0.01% Reduce -69.3% 2,444 $165K
WealthCollab, LLC 0.07% No change 2,420 $163K
SRH Advisors, LLC 0.05% No change 2,410 $163K
Barrett & Company, Inc. 0.06% No change 2,385 $161K
Marquette Asset Management, LLC 0.02% Reduce -5.7% 2,384 $161K
Community Financial Services Group, LLC 0.03% New 2,335 $159K
Pillar Financial Advisors, LLC 0.09% No change 2,285 $154K
Kimelman & Baird, LLC 0.01% No change 2,250 $152K
Manning & Napier Advisors LLC 0.00% Add +1451.7% 2,250 $152K
Midwest Capital Advisors, LLC 0.07% Reduce -3.5% 2,241 $151K
Financial Gravity Asset Management, Inc. 0.03% Add +29.0% 2,226 $150K
First United Bank & Trust 0.05% No change 2,215 $150K
Vision Retirement, LLC 0.04% Reduce -5.5% 2,197 $148K
Steph & Co. 0.04% Reduce -13.0% 2,194 $148K
Sage Mountain Advisors LLC 0.01% Add +7.4% 2,180 $147K
Reyes Financial Architecture, Inc. 0.12% Add +0.6% 2,168 $146K
Tanglewood Legacy Advisors, LLC 0.05% No change 2,165 $146K
Keystone Financial Group, Inc. 0.08% No change 2,158 $146K
Webster Bank, N. A. 0.01% No change 2,100 $142K
PlanVest Financial, Inc 0.11% — 2,074 $140K
Hara Capital LLC 0.07% No change 2,050 $138K
Roble, Belko & Company, Inc 0.02% Reduce -12.4% 2,042 $138K
Curio Wealth, LLC 0.05% No change 2,017 $136K
Morling Financial Advisors, LLC 0.04% No change 2,011 $136K
Corient IA LP 0.13% New 2,000 $135K
Delos Wealth Advisors, LLC 0.08% No change 2,000 $135K
C M Bidwell & Associates Ltd. 0.06% No change 1,980 $134K
Integrity Financial Corp 0.07% Add +41.6% 1,961 $132K
Copia Wealth Management 0.09% Reduce -5.3% 1,945 $131K
Hughes Financial Services, LLC 0.02% No change 1,940 $131K
Piscataqua Savings Bank 0.09% Reduce -13.5% 1,925 $130K
Horizon Financial Services, LLC 0.06% No change 1,917 $129K
Hickory Point Bank & Trust 0.08% New 1,891 $128K
MTM Investment Management, LLC 0.04% No change 1,890 $128K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.10% Reduce -16.6% 1,872 $126K
JDM Financial Group LLC 0.05% Add +7.1% 1,815 $123K
Halbert Hargrove Global Advisors, LLC 0.01% Add +8.0% 1,798 $121K
Meramec Financial Planners, LLC 0.05% Reduce -26.7% 1,626 $119K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 1,750 $118K
Walsh & Associates, LLC 0.12% No change 1,744 $118K
SBI Securities Co., Ltd. 0.00% Reduce -6.0% 1,725 $116K
Tidemark, LLC 0.03% Add +25.1% 1,714 $116K
Capital Investment Counsel, Inc 0.01% No change 1,700 $115K
Strategic Wealth Partners, Ltd. 0.01% Reduce -12.1% 1,687 $114K
Hoese & Co LLP 0.08% No change 1,675 $113K
Toth Financial Advisory Corp. 0.01% Reduce -6.5% 1,655 $112K
Napier Financial, LLC 0.03% New 1,643 $111K
Darwin Wealth Management, LLC 0.03% Add +0.2% 1,628 $110K
Wellington-Altus USA Inc. 0.06% Add +1656.3% 1,405 $108K
Redwood Park Advisors LLC 0.08% Add +12.8% 1,597 $108K
Strengthening Families & Communities, LLC 0.03% New 1,587 $107K
Elgethun Capital Management 0.02% Reduce -3.5% 1,579 $107K
S&T Bank 0.04% No change 1,571 $106K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,527 $102K
Vermillion Wealth Management, Inc. 0.04% Add +6.2% 1,505 $102K
Y.D. More Investments Ltd 0.00% Reduce -18.7% 1,500 $101K
POM Investment Strategies, LLC 0.12% Add +350.5% 1,437 $97K
McMillan Office, Inc. 0.01% No change 1,425 $96K
Cetera Trust Company, N.A 0.05% No change 1,424 $96K
Elevation Wealth Partners, LLC 0.03% Reduce -7.7% 1,395 $94K
Westside Investment Management, Inc. 0.01% Add +6.3% 1,361 $92K
Harbor Asset Planning, Inc. 0.08% Add +0.2% 1,345 $91K
Hamilton Point Investment Advisors, LLC 0.01% Reduce -15.2% 1,335 $90K
High Point Wealth Management, LLC 0.09% Add +32.5% 1,325 $89K
Atlas Capital Advisors Inc. 0.01% Add +40.6% 1,315 $89K
Nova Wealth Management, Inc. 0.06% Add +421.6% 1,278 $86K
Advantage Trust Co 0.04% No change 1,255 $85K
Sankala Group LLC 0.07% No change 1,248 $83K
Entrust Financial LLC 0.06% No change 1,220 $82K
Gables Capital Management Inc. 0.03% No change 1,195 $81K
Sunrise Financial Services, LLC 0.06% Reduce -23.5% 1,190 $80K
Bell Investment Advisors, Inc 0.01% Reduce -37.4% 1,186 $80K
Basecamp Wealth Advisors LLC 0.02% Add +379.2% 1,174 $79K
Smallwood Wealth Investment Management, LLC 0.04% Add +51.6% 1,137 $77K
Red Reef Advisors LLC 0.08% Reduce -14.4% 1,120 $76K
Lloyd Advisory Services, LLC. 0.02% New 1,096 $74K
Kingdom Financial Group LLC. 0.02% Add +30.6% 1,096 $74K
Blume Capital Management, Inc. 0.01% No change 1,065 $72K
Strive Financial Group ,LLC 0.04% No change 1,057 $71K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.2% 1,055 $71K
Coston, McIsaac & Partners 0.02% No change 1,034 $69K
Tucker Asset Management LLC 0.02% Reduce -1.0% 1,012 $68K
Beaird Harris Wealth Management, LLC 0.00% Reduce -3.0% 987 $67K
Trask Adam Roland 0.06% — 980 $66K
Signature Resources Capital Management, LLC 0.03% Add +244.0% 977 $66K
Trust Co 0.01% No change 970 $66K
IMG Wealth Management, Inc. 0.04% Reduce -43.9% 958 $65K
Dynamic Wealth Strategies, LLC 0.04% No change 950 $64K
Flagship Wealth Advisors, LLC 0.03% No change 1,030 $64K
Ballast Advisors LLC 0.02% No change 940 $63K
Breakwater Investment Management 0.02% No change 895 $60K
Triumph Capital Management 0.01% Add +14.5% 846 $57K
Signature Equity Partners, LLC 0.03% Reduce -14.5% 843 $57K
True Wealth Design, LLC 0.02% Add +34.9% 843 $57K
Howe & Rusling Inc. 0.00% Add +1155.4% 816 $55K
Pin Oak Investment Advisors Inc. 0.04% No change 809 $55K
Pioneer Family Office, LLC 0.04% No change 787 $53K
Roxbury Financial LLC 0.05% Add +0.1% 782 $53K
Aventura Private Wealth, LLC 0.02% No change 781 $53K
Ankerstar Wealth, LLC 0.05% No change 755 $51K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 749 $51K
Raffa Wealth Management, LLC 0.01% No change 728 $49K
Capital & Planning, LLC 0.03% New 725 $49K
Measured Wealth Private Client Group, LLC 0.01% No change 719 $49K
Tripletail Wealth Management, LLC 0.07% Reduce -83.1% 710 $48K
NFSG Corp 0.01% Add +0.1% 702 $47K
Hamrick Investment Counsel, llc 0.03% No change 676 $46K
Access Investment Management LLC 0.01% No change 675 $46K
Delta Asset Management LLC 0.00% No change 665 $45K
LRI Investments, LLC 0.00% No change 652 $44K
Bank & Trust Co 0.03% No change 621 $42K
Wealth Science Advisors LLC 0.02% New 625 $41K
Timmons Wealth Management, LLC 0.04% Add +0.4% 565 $38K
Evolution Advisers, Inc. 0.02% No change 565 $38K
American Capital Advisory, LLC 0.02% No change 562 $38K
Key Capital Management, INC 0.02% New 551 $37K
Truvestments Capital LLC 0.01% No change 537 $36K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -16.2% 533 $36K
Kelleher Financial Advisors 0.01% No change 525 $35K
Nalls Sherbakoff Group, LLC 0.03% Reduce -46.2% 521 $35K
Covestor Ltd 0.02% Add +6.6% 514 $35K
Strategic Advisory Partners, LLC 0.03% New 515 $35K
Silicon Valley Capital Partners 0.00% Reduce -53.4% 510 $34K
Reicon Wealth Advisors, LLC 0.03% New 500 $34K
Legacies Wealth LLC 0.02% Reduce -52.8% 500 $34K
Bellevue Asset Management, LLC 0.02% No change 500 $34K
RMG Wealth Management LLC 0.00% Reduce -82.3% 245 $34K
Activest Wealth Management 0.01% New 490 $33K
Pflug Koory, LLC 0.01% No change 477 $32K
Mark Sheptoff Financial Planning, LLC 0.02% Reduce -1.1% 437 $32K
Kiker Wealth Management, LLC 0.02% New 474 $32K
Davis Capital Management 0.02% No change 465 $31K
SYM FINANCIAL Corp 0.00% No change 455 $31K
DecisionPoint Financial, LLC 0.01% No change 420 $28K
Gill Capital Partners, LLC 0.01% New 409 $28K
Strategic Investment Solutions, Inc. 0.01% No change 405 $27K
Minot DeBlois Advisors LLC 0.02% Reduce -8.1% 400 $27K
Realta Investment Advisors 0.01% Add +0.3% 397 $27K
Leo H. Evart, Inc. 0.02% — 381 $26K
Networth Advisors, LLC 0.02% Reduce -11.9% 377 $25K
Ramirez Asset Management, Inc. 0.00% Reduce -84.2% 375 $25K
Financial Consulate, Inc. 0.00% No change 371 $25K
Graney & King, LLC 0.01% Reduce -55.7% 364 $25K
Decker Retirement Planning Inc. 0.01% New 360 $24K
Holos Integrated Wealth LLC 0.01% No change 340 $23K
Paladin Partners, LLC 0.02% No change 325 $22K
Investors Research Corp 0.00% Reduce -31.6% 325 $22K
Elevate Wealth Advisory, Inc. 0.01% Reduce -41.7% 315 $21K
Founders Capital Management 0.01% Reduce -75.6% 313 $21K
West Branch Capital LLC 0.01% No change 300 $20K
Quent Capital, LLC 0.00% Reduce -90.8% 297 $20K
Ironwood Wealth Management, Inc. 0.01% New 280 $20K
VSM Wealth Advisory, LLC 0.01% No change 290 $20K
Raleigh Capital Management Inc. 0.01% Reduce -64.1% 289 $20K
Kozak & Associates, Inc. 0.00% No change 256 $18K
Hurley Capital, LLC 0.01% Add +0.4% 268 $18K
MBM Wealth Consultants, LLC 0.00% New 267 $18K
Financial Network Wealth Advisors LLC 0.02% No change 265 $18K
Wiser Advisor Group LLC 0.02% Reduce -26.6% 262 $18K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -22.3% 255 $17K
Bullock Wealth Management Group 0.01% No change 250 $17K
Simplex Trading, LLC 0.00% Reduce -78.0% 240 $16K
Kilter Group LLC 0.01% No change 235 $16K
Caldwell Sutter Capital, Inc. 0.01% No change 231 $16K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 230 $16K
Advisortrust Partners, LLC 0.01% New 230 $16K
Front Row Advisors LLC 0.01% No change 230 $16K
WPG Advisers, LLC 0.01% Add +37.3% 221 $15K
Manchester Capital Management LLC 0.00% No change 217 $15K
PFS Partners, LLC 0.01% No change 212 $14K
Cornerstone National Bank & Trust Co 0.01% No change 200 $14K
Financial Management Professionals, Inc. 0.00% Reduce -99.4% 200 $14K
Align Financial, LLC 0.01% Reduce -98.5% 190 $13K
First Financial Corp. 0.00% Reduce -91.1% 183 $12K
Grand Wealth Management, LLC 0.01% No change 180 $12K
Arcadia Investment Management Corp. 0.00% No change 180 $12K
Cheviot Value Management, LLC 0.00% No change 178 $12K
BankChampaign, National Association 0.01% Reduce -68.0% 176 $12K
Longview Financial Advisors LLC 0.01% No change 175 $12K
Kennebec Savings Bank 0.01% No change 170 $11K
SWAN Capital LLC 0.00% New 170 $11K
Wilkerson Advisory Group LLC 0.00% Reduce -34.3% 144 $10K
LM Advisors LLC 0.05% Add +2.2% 638 $9K
Hilton Head Capital Partners, LLC 0.01% Add +82.4% 135 $9K
Peterson Wealth Services 0.00% Reduce -50.0% 130 $9K
Portfolio Resources Advisor Group, Inc. 0.01% No change 126 $9K
Byrne Asset Management LLC 0.01% No change 125 $8K
Wagner Wealth Management, LLC 0.00% Add +129.6% 124 $8K
First Community Trust NA 0.01% Reduce -35.3% 121 $8K
Prudent Man Investment Management, Inc. 0.00% No change 115 $8K
Van Den Berg Management I, Inc. 0.00% Reduce -96.5% 107 $7K
Clarity Asset Management, Inc. 0.00% No change 101 $7K
Towne Trust Company, N.A 0.00% No change 97 $7K
Aristotle Capital Boston, LLC 0.00% Reduce -98.0% 90 $6K
Parvin Asset Management, LLC 0.00% Reduce -26.6% 80 $5K
Comprehensive Financial Planning, Inc. 0.00% Reduce -50.0% 75 $5K
Retiremitten Financial LLC 0.00% — 64 $4K
Ulland Investment Advisors, LLC 0.00% No change 65 $4K
Financial Freedom, LLC 0.00% No change 59 $4K
Monetary Solutions, Ltd 0.00% No change 57 $4K
Heritage Wealth Advisors 0.00% No change 55 $4K
Valued Wealth Advisors LLC 0.00% No change 53 $4K
Magnolia Wealth Management, LLC 0.00% New 50 $3K
Game Plan Financial Advisors, LLC 0.00% No change 50 $3K
Morse Asset Management, Inc 0.00% No change 47 $3K
Tower Research Capital LLC (TRC) 0.00% Add +136.8% 45 $3K
Westfuller Advisors, LLC 0.00% No change 36 $2K
Hager Investment Management Services, LLC 0.00% No change 35 $2K
Evergreen Advisors, LLC 0.00% New 27 $2K
Rachor Investment Advisory Services, LLC 0.00% New 24 $2K
Highline Wealth Partners LLC 0.00% Reduce -76.2% 24 $2K
Atlantic Private Wealth, LLC 0.00% No change 21 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -5.3% 18 $1K
Gould Capital, LLC 0.00% No change 16 $1K
Fairscale Capital, LLC 0.00% No change 16 $1K
Clark Wealth Partners 0.00% New 12 $811

"% 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.