iShares Core S&P Midcap ETFIJHETF

13F holders, Q2 2026 (June 30)
2,747holders +81
155new positions
69sold out
7famous investors
$76.97avg. 13F price*

At the end of Q2 2026, 2,747 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 81 from Q1 2026. 155 opened new positions and 69 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($10.2B), Bank of America Corp. ($5.2B) and Bank of New York Mellon Corp ($4.7B). 7 famous investors held it, including Jeff Smith (15.1% of Starboard Value's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions155$547.1M
Exits69$89.8M

All 13F filers, Q1 2026 → Q2 2026: 63,933,931 shares bought and 19,705,393 shares sold, net +44,228,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,747 holders

Northwestern Mutual Wealth Management Co. 5.47% Add +3.1% 132,841,270 $10.2B
Bank of America Corp. 0.33% Add +0.2% 67,302,599 $5.2B
Bank of New York Mellon Corp 0.77% Add +3.0% 60,496,272 $4.7B
Wells Fargo & Company 0.77% Add +6.5% 57,005,004 $4.4B
FMR LLC 0.18% Add +3.5% 54,843,180 $4.2B
Goldman Sachs Group Inc. 0.35% Add +7.1% 43,362,888 $3.3B
Morgan Stanley 0.17% Add +11.6% 41,144,289 $3.2B
Raymond James Financial Inc. 0.82% Add +7.2% 39,064,190 $3.0B
Envestnet Asset Management Inc. 0.68% Add +3.2% 37,195,080 $2.9B
BlackRock, Inc. 0.03% Add +4.0% 29,075,313 $2.2B
UBS Group AG 0.32% Add +6.9% 25,918,017 $2.0B
Northern Trust Corp. 0.22% Add +3.0% 24,548,419 $1.9B
LPL Financial LLC 0.40% Reduce -0.5% 22,963,213 $1.8B
Royal Bank of Canada 0.29% Add +1.9% 22,450,924 $1.7B
JPMorgan Chase & Co. 0.08% Add +6.6% 17,929,010 $1.4B
Mariner, LLC 1.32% Add +1.8% 16,401,450 $1.3B
PNC Financial Services Group, Inc. 0.62% Add +2.6% 16,281,926 $1.3B
First Command Advisory Services, Inc. 7.36% Add +1.6% 16,051,579 $1.2B
Acorns Advisers, LLC 7.09% Add +1.9% 14,093,257 $1.1B
Keybank National Association 2.95% Add +27.3% 11,644,753 $897.9M
Truist Financial Corp. 0.98% Add +6.7% 10,617,300 $818.7M
Jones Financial Companies LLLP 0.28% Add +12.1% 9,268,731 $707.7M
Starboard Value 15.14% Add +52.3% 8,877,781 $684.6M
Millburn Ridgefield LLC 12.77% Add +5.6% 8,745,534 $674.4M
Catalyst Capital Advisors LLC 11.19% Add +5.6% 8,745,534 $674.4M
Regions Financial Corp. 3.98% Reduce -14.9% 8,637,959 $666.1M
Northwestern Mutual Investment Management Company, LLC 7.70% Reduce -0.6% 8,517,640 $656.8M
&partners 2.64% Add +7.2% 8,336,989 $643.0M
Ameriprise Financial Inc. 0.13% Reduce -5.4% 8,222,284 $634.5M
Fifth Third Bancorp 1.02% Add +10.1% 8,149,878 $628.4M
Wealthspire Advisors, LLC 3.38% Add +3.3% 7,961,778 $613.9M
Financial Engines Advisors L.L.C. 1.06% Reduce -1.7% 7,764,939 $598.8M
Pathstone Holdings, LLC 1.59% Reduce -0.2% 7,069,013 $545.1M
HighTower Advisors, LLC 0.52% Reduce -9.3% 7,019,239 $541.3M
Bank of Montreal 0.19% Reduce -0.7% 6,634,431 $511.6M
Cerity Partners LLC 0.56% Add +6.0% 6,009,259 $463.4M
Bridges Investment Management Inc. 5.47% Add +0.8% 5,830,885 $449.6M
Municipal Employees' Retirement System of Michigan 4.86% No change 5,705,045 $439.9M
MAI Capital Management 1.65% Add +2.5% 5,616,598 $433.1M
Alesco Advisors, LLC, An ESL Co 9.50% Reduce -0.2% 5,379,027 $414.8M
US Bancorp \de 0.43% Add +1.8% 5,165,944 $398.3M
Corient Private Wealth LP 0.55% Add +4.0% 5,114,258 $394.4M
Creative Planning 0.22% Add +1.0% 4,887,959 $376.9M
Circle Wealth Management, LLC 4.44% Add +0.0% 4,587,104 $353.7M
Commonwealth Equity Services, LLC 0.42% Reduce -11.2% 4,313,184 $332.6M
Davis R M Inc. 4.53% Add +1.7% 3,721,050 $286.9M
Rockefeller Capital Management L.P. 0.44% Add +18.8% 3,700,591 $285.4M
Cetera Investment Advisers 0.25% Add +2.4% 3,615,909 $278.8M
Baird Financial Group, Inc. 0.37% Reduce -0.6% 3,518,181 $271.3M
MML Investors Services, LLC 0.54% Add +18.9% 3,444,235 $265.6M
Osaic Holdings, Inc. 0.31% Add +10.3% 3,440,498 $265.3M
Franklin Resources Inc. 0.05% Reduce -0.5% 3,123,146 $240.8M
Citizens Financial Group Inc. 2.86% Add +0.6% 3,076,331 $237.2M
Valeo Financial Advisors, LLC 4.99% Reduce -0.4% 3,198,871 $236.3M
First Financial Bankshares Inc 4.22% Add +2.2% 2,927,410 $225.7M
Bleakley Financial Group, LLC 2.71% Add +7.9% 2,762,927 $213.0M
BLB&B Advisors, LLC 7.48% Add +3.7% 2,650,863 $204.4M
Stifel Financial Corp. 0.16% Reduce -0.8% 2,500,263 $192.8M
Haverford Trust Co 1.66% Add +0.2% 2,487,429 $191.8M
Focus Partners Wealth 0.19% Reduce -0.7% 2,454,535 $189.3M
Alaska Permanent Capital Management, LLC 11.89% Reduce -0.3% 2,361,487 $182.0M
Atlantic Union Bankshares Corp 3.01% Reduce -0.1% 2,339,052 $180.4M
Captrust Financial Advisors 0.27% Add +0.4% 2,284,920 $176.2M
Cresset Asset Management, LLC 0.62% Add +1.3% 2,191,683 $169.0M
Members Trust Co 5.10% Reduce -0.4% 2,125,113 $163.9M
Cahaba Wealth Management, Inc. 9.60% Add +2.2% 2,064,728 $159.2M
SWF LLC 10.50% Add +0.5% 2,035,088 $156.9M
Farmers & Merchants Investments Inc. 3.62% Add +2.9% 1,938,937 $149.5M
Wealth Enhancement Advisory Services, LLC 0.25% Add +1.5% 2,044,400 $146.3M
Sigma Investment Counselors Inc. 7.13% Reduce -3.1% 1,897,411 $146.3M
Whittier Trust Co. 1.43% Add +4.2% 1,898,589 $145.1M
Hamilton Capital, LLC 7.03% Reduce -0.7% 1,840,675 $141.9M
Badgley Phelps Wealth Managers, LLC 2.46% Add +1.3% 1,821,548 $140.5M
Sand Hill Global Advisors, LLC 4.21% Reduce -22.9% 1,811,344 $139.7M
Brown Brothers Harriman & Co. 0.60% Add +501.8% 1,775,176 $136.9M
Moneta Group Investment Advisors LLC 1.00% Add +1.9% 1,758,601 $135.6M
Acropolis Investment Management, LLC 5.26% Add +0.4% 1,727,863 $133.2M
Fiduciary Trust Co 1.45% Reduce -2.5% 1,725,716 $133.1M
UMB Bank, n.a. 1.67% Reduce -3.1% 1,710,991 $131.9M
Bokf, NA 1.79% Add +0.3% 1,687,739 $130.1M
Mercer Global Advisors Inc. 0.16% Reduce -13.8% 1,672,609 $129.0M
Lutz Financial Services LLC 7.59% Add +1.1% 1,615,391 $124.6M
Klingman & Associates, LLC 5.27% Add +3.1% 1,604,169 $123.7M
AlTi Global, Inc. 2.54% Reduce -1.8% 1,592,514 $122.8M
First Interstate Bank 6.29% Add +1.0% 1,563,909 $120.6M
Cambridge Investment Research Advisors, Inc. 0.27% Add +9.2% 1,554,960 $119.9M
Orgel Wealth Management, LLC 2.26% New 1,548,629 $119.4M
Destination Wealth Management 2.79% Add +46.3% 1,548,248 $119.4M
Flputnam Investment Management Co. 1.41% Reduce -2.5% 1,532,850 $118.2M
Avidian Wealth Enterprises, LLC 3.23% Add +3.4% 1,510,126 $116.4M
Sage Financial Group Inc. 6.36% Add +2.3% 1,488,196 $114.8M
Kestra Advisory Services, LLC 0.37% Add +57.5% 1,486,092 $114.6M
Greenleaf Trust 1.10% Reduce -5.2% 1,484,086 $114.4M
Dynasty Wealth Management, LLC 0.85% Add +0.6% 1,479,137 $114.1M
Ally Invest Advisors Inc. 6.83% Add +0.5% 1,467,792 $113.2M
Bessemer Group Inc. 0.16% Reduce -12.3% 1,465,008 $113.0M
FIL Ltd 0.08% Add +12.8% 1,462,118 $112.7M
Beacon Pointe Advisors, LLC 0.50% Reduce -2.9% 1,396,856 $107.7M
Accredited Investors Inc. 4.65% Reduce -1.3% 1,394,914 $107.6M
State Street Corp. 0.00% Add +0.5% 1,394,337 $107.5M
Steward Partners Investment Advisory, LLC 0.55% Reduce -54.6% 1,385,892 $106.9M
Lee Financial Co 13.16% Reduce -4.5% 1,336,250 $103.0M
Nisa Investment Advisors, LLC 0.32% Add +0.3% 1,324,394 $102.1M
Connecticut Wealth Management, LLC 3.76% Reduce -8.7% 1,317,455 $101.6M
Planning Alternatives Ltd. 10.81% Add +0.6% 1,307,580 $100.8M
Stratos Wealth Partners, LTD. 1.02% Add +19.9% 1,304,552 $100.6M
Legacy Wealth Management, LLC 5.25% Reduce -1.7% 1,301,904 $100.4M
Linscomb Wealth, Inc. 4.32% Reduce -5.4% 1,292,307 $99.6M
Harbour Investments, Inc. 1.32% Add +1.4% 1,275,896 $98.4M
Mesirow Financial Investment Management, Inc. 1.50% Reduce -39.9% 1,239,853 $95.6M
Janney Montgomery Scott LLC 0.18% New 1,226,684 $94.6M
Whittier Trust Co. of Nevada Inc. 1.77% Add +1.9% 1,251,021 $94.4M
M&T Bank Corp 0.28% Reduce -8.9% 1,224,173 $94.4M
Equitable Holdings, Inc. 0.56% Reduce -12.6% 1,211,123 $93.4M
Bartlett & Co. Wealth Management LLC 1.16% Add +11.2% 1,205,401 $92.9M
BOK Financial Private Wealth, Inc. 4.74% Reduce -0.9% 1,197,424 $92.3M
State of Michigan Retirement System 0.41% Add +5.6% 1,194,710 $92.1M
Alaska Wealth Advisors, LLC 9.98% Reduce -0.7% 1,194,638 $92.1M
Coldstream Capital Management Inc. 1.12% Reduce -0.4% 1,153,834 $89.0M
RMR Wealth Builders 5.52% Add +3.9% 1,153,024 $88.9M
Goelzer Investment Management, Inc. 3.87% Reduce -0.2% 1,150,363 $88.7M
Ballentine Partners, LLC 1.08% Reduce -2.5% 1,144,917 $88.3M
RKL Wealth Management LLC 6.84% Reduce -0.4% 1,112,664 $85.8M
Axxcess Wealth Management, LLC 1.34% Add +4.2% 1,092,516 $84.2M
Alliancebernstein L.P. 0.03% Add +4.7% 1,231,477 $83.2M
Pine Ridge Advisers LLC 5.00% Reduce -3.4% 1,051,800 $81.1M
Leonard Rickey Investment Advisors P.L.L.C. 12.70% Reduce -7.4% 1,048,475 $80.8M
Summit Financial Strategies, Inc. 5.65% Add +7.4% 1,044,165 $80.5M
Crewe Advisors LLC 5.83% Add +2.9% 1,043,164 $80.4M
MCF Advisors LLC 2.87% Reduce -3.8% 1,041,383 $80.3M
Waverly Advisors, LLC 0.46% Add +18.1% 1,027,514 $79.2M
CIBC Bancorp USA Inc. 0.10% Add +36.5% 997,258 $76.9M
Natixis Advisors, LLC 0.09% Add +19.0% 989,255 $76.3M
Manufacturers Life Insurance Company, The 0.06% Add +1.9% 965,352 $74.4M
Capital Asset Advisory Services LLC 2.65% Add +6.3% 950,783 $73.3M
Apollon Wealth Management, LLC 0.89% Add +22.0% 945,584 $72.9M
Prime Capital Investment Advisors, LLC 0.71% Add +508.0% 945,484 $72.9M
Clearstead Advisors, LLC 0.69% Add +1.8% 944,567 $72.8M
Hancock Whitney Corp. 1.21% Add +3.5% 943,201 $72.7M
MBL Wealth, LLC 4.97% Add +3.7% 942,760 $72.7M
Quotient Wealth Partners, LLC 1.70% Add +2.7% 931,862 $71.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.24% Reduce -0.9% 919,199 $70.9M
Charter Capital Management, LLC\DE 31.29% Add +1.5% 916,606 $70.7M
Bangor Savings Bank 5.15% Reduce -2.1% 908,557 $70.1M
Arrow Financial Corp 6.25% Reduce -2.0% 905,594 $69.8M
CKW Financial Group 6.82% Reduce -0.8% 907,553 $69.4M
Arkansas Financial Group, Inc. 9.01% Reduce -4.0% 896,833 $69.2M
Magnus Financial Group LLC 4.91% Add +4.2% 894,548 $69.0M
Chandler Asset Management, Inc. 9.72% Reduce -1.8% 894,373 $69.0M
Fulton Breakefield Broenniman LLC 4.04% Reduce -0.6% 888,514 $68.5M
Chicago Partners Investment Group LLC 1.36% Add +0.9% 902,005 $68.1M
Valmark Advisers, Inc. 0.72% Reduce -2.5% 877,936 $67.7M
Commerce Bank 0.29% Add +12.6% 870,881 $67.2M
Private Advisor Group, LLC 0.31% Reduce -10.5% 870,006 $67.1M
Consolidated Portfolio Review Corp 5.54% Reduce -4.1% 862,600 $66.5M
Bluespring Wealth Management, LLC 1.28% New 861,198 $66.4M
BlueStem Wealth Partners, LLC 6.61% Add +7.9% 860,493 $66.4M
West Paces Advisors Inc. 11.03% Add +1.4% 852,655 $65.7M
Truefg, LLC 15.20% Add +1.6% 844,065 $65.1M
Private Wealth Asset Management, LLC 6.14% Reduce -2.3% 824,734 $63.8M
Concurrent Investment Advisors, LLC 0.54% Add +53.2% 825,602 $63.7M
Portland Global Advisors LLC 6.01% Add +5.8% 820,804 $63.3M
Midland Wealth Advisors, LLC 2.94% Add +4.6% 812,619 $62.7M
Red Cedar Investment Management, LLC 5.90% Reduce -0.6% 807,545 $62.3M
Wealthquest Corp 3.91% Reduce -0.5% 803,877 $62.0M
JNBA Financial Advisors 4.64% Reduce -1.1% 794,124 $61.2M
Fifth Third Wealth Advisors LLC 1.71% Reduce -0.9% 793,126 $61.2M
Resonant Capital Advisors, LLC 2.86% Add +0.2% 777,549 $60.0M
HORAN Wealth, LLC 7.49% Reduce -47.2% 776,645 $59.9M
HSBC Holdings PLC 0.03% Reduce -0.6% 775,465 $59.8M
Voya Investment Management LLC 0.06% Add +3.8% 772,085 $59.5M
Modera Wealth Management, LLC 0.63% Reduce -1.2% 761,810 $58.7M
Tarbox Family Office, Inc. 8.27% Reduce -10.0% 748,612 $57.7M
Quadrant Capital Group LLC 1.57% Add +1.6% 743,061 $57.3M
Fi3 FINANCIAL ADVISORS, LLC 13.71% Add +759.4% 76,482 $57.3M
Lido Advisors, LLC 0.20% Add +0.2% 735,629 $56.7M
JFS Wealth Advisors, LLC 2.78% Add +1.5% 724,208 $55.8M
Single Point Partners, LLC 9.78% Add +0.7% 720,093 $55.5M
Cape Cod Five Cents Savings Bank 4.48% — 714,861 $55.1M
First Business Financial Services, Inc. 4.26% Add +0.6% 711,692 $54.9M
Oppenheimer & Co. Inc. 0.57% Add +0.1% 692,811 $53.4M
Courier Capital LLC 2.65% Add +8.2% 689,177 $53.1M
Blair William & Co. 0.14% Reduce -0.3% 685,526 $52.9M
Sax Wealth Advisors, LLC 2.15% Add +28.8% 782,210 $52.8M
Nadler Financial Group, Inc. 4.46% Reduce -0.6% 682,723 $52.6M
Global Retirement Partners, LLC 0.80% — 677,768 $52.3M
Lowe Brockenbrough & Co. Inc. 2.31% Add +5.1% 674,296 $52.0M
Trilogy Capital Inc. 2.03% Add +2.8% 674,236 $52.0M
Bank of Nova Scotia 0.08% No change 671,000 $51.7M
American Trust 3.98% Add +1.6% 669,220 $51.6M
New England Professional Planning Group Inc. 19.26% Reduce -0.2% 669,121 $51.6M
MassMutual Private Wealth & Trust, FSB 1.31% Reduce -7.0% 659,401 $50.8M
Pinnacle Financial Partners, Inc. 0.34% Add +12.8% 653,225 $50.4M
Johnson Investment Counsel Inc. 0.37% Add +2.4% 650,722 $50.2M
Greenwood Gearhart LLC 2.31% Add +5.0% 643,308 $49.6M
RTD Financial Advisors, Inc. 5.38% Add +1.2% 640,045 $49.4M
Sequoia Financial Advisors, LLC 0.24% Add +4.3% 630,599 $48.6M
Capital Investment Advisors, LLC 0.64% Add +0.1% 626,853 $48.3M
Principal Financial Group Inc. 0.02% Reduce -47.8% 607,624 $46.9M
Fort Washington Investment Advisors Inc. 0.24% Reduce -1.8% 607,153 $46.8M
Grove Bank & Trust 4.64% Add +0.7% 606,822 $46.8M
YHB Investment Advisors, Inc. 2.98% Add +6.1% 604,397 $46.6M
Integrated Wealth Concepts LLC 0.30% Add +15.5% 603,088 $46.5M
Chesley Taft & Associates LLC 1.81% Reduce -0.3% 602,154 $46.4M
MainStreet Investment Advisors LLC 6.26% Reduce -6.2% 595,959 $46.0M
Urban Financial Advisory Corp 12.57% Add +17.3% 591,569 $45.6M
Beaumont Financial Advisors, LLC 2.90% Add +4.5% 590,555 $45.5M
DT Investment Partners, LLC 3.37% Reduce -0.1% 585,874 $45.2M
EP Wealth Advisors, LLC 0.17% Add +37.1% 576,397 $44.4M
Drake & Associates, LLC 7.46% Add +7.7% 574,352 $44.3M
Planning Project LLC 8.82% — 587,162 $44.2M
Farther Finance Advisors, LLC 0.34% Add +6.1% 563,919 $43.5M
Human Investing LLC 5.64% Add +2.2% 563,757 $43.5M
Titleist Asset Management, LLC 2.89% Add +3.9% 555,851 $42.9M
Savant Capital, LLC 0.13% Add +25.2% 553,675 $42.7M
Diversified Trust Co. 0.68% Add +0.2% 552,240 $42.6M
Pure Financial Advisors, LLC 0.55% Add +2.0% 551,186 $42.5M
Lazard Asset Management LLC 0.06% Reduce -2.3% 548,802 $42.3M
Winthrop Advisory Group LLC 2.83% Add +1.6% 545,312 $42.0M
Diversify Advisory Services, LLC 0.70% New 549,247 $41.7M
Diversify Wealth Management, LLC 0.70% Reduce -1.4% 549,247 $41.7M
Hudock, Inc. 5.30% Reduce -0.5% 536,816 $41.4M
Evermay Wealth Management LLC 4.24% Reduce -9.9% 533,317 $41.1M
CJM Wealth Advisers, Ltd. 10.77% Reduce -1.7% 532,055 $41.0M
AQR Capital Management 0.01% Add +38.2% 531,468 $41.0M
Graves Light Lenhart Wealth, Inc. 3.82% Add +4.1% 530,909 $40.9M
Allworth Financial LP 0.17% Reduce -5.5% 529,378 $40.8M
Crestwood Advisors Group, LLC 0.60% Add +3.6% 526,930 $40.6M
United Capital Financial Advisors, LLC 0.22% Reduce -1.7% 526,146 $40.5M
Argent Trust Co 1.17% Add +42.0% 525,121 $40.5M
Kayne Anderson Rudnick Investment Management LLC 0.13% Add +260.5% 525,121 $40.5M
Advisory Services Network, LLC 0.46% Add +12.1% 519,419 $40.1M
Bank of Stockton 11.23% Reduce -4.4% 518,901 $40.0M
Bar Harbor Wealth Management 2.13% Reduce -0.9% 515,533 $39.8M
Westwood Holdings Group Inc. 0.30% Reduce -0.8% 513,563 $39.6M
Callan Family Office, LLC 0.77% Add +1.9% 513,069 $39.6M
Leverty Financial Group, LLC 7.68% Add +3.2% 512,208 $39.5M
First Horizon Corp. 1.51% Add +5.8% 509,988 $39.3M
NewSquare Capital LLC 2.92% Add +2.7% 508,963 $39.2M
Stockman Wealth Management, Inc. 4.03% Reduce -1.3% 505,787 $39.0M
Composition Wealth, LLC 0.45% Add +2.4% 499,802 $38.5M
Coastline Trust Co 3.37% Reduce -0.8% 493,350 $38.0M
Zions Bancorporation, National Association 2.28% Add +1.8% 492,955 $38.0M
Arkos Global Advisors 4.49% Add +7.0% 491,224 $37.9M
Verde Capital Management 6.99% Reduce -0.9% 490,013 $37.8M
Shoker Investment Counsel, Inc. 9.48% Add +2.6% 489,850 $37.8M
Midwest Trust Co 0.43% Reduce -3.6% 489,709 $37.8M
ESL Trust Services, LLC 6.39% Add +0.0% 486,270 $37.5M
Ameritas Advisory Services, LLC 0.76% Add +71.0% 484,229 $37.3M
1ST Source Bank 1.68% Add +9.2% 479,288 $37.0M
NewEdge Advisors, LLC 0.11% Add +4.3% 479,069 $36.9M
New York Life Investment Management LLC 0.26% Add +32.2% 477,342 $36.8M
Quantinno Capital Management LP 0.04% Add +65.3% 476,645 $36.8M
FORM Wealth Advisors, LLC 4.04% Reduce -20.2% 475,865 $36.7M
Sanctuary Advisors, LLC 0.17% Add +13.3% 474,232 $36.6M
Ashton Thomas Private Wealth, LLC 0.76% Add +0.2% 473,125 $36.5M
SCS Capital Management LLC 0.34% Reduce -8.4% 472,307 $36.4M
Apella Capital, LLC 0.51% Add +3.8% 478,863 $36.1M
Forvis Mazars Wealth Advisors, LLC 0.60% Reduce -2.4% 465,270 $35.9M
Altus Wealth Management, LLC 13.77% Add +2.5% 464,048 $35.8M
Gladstone Institutional Advisory LLC 1.13% Add +6.6% 463,953 $35.8M
Voya Financial Advisors, Inc. 3.13% Reduce -6.2% 464,001 $35.5M
Arcataur Capital Management LLC 8.78% Reduce -0.4% 459,664 $35.4M
Summit Financial, LLC 0.39% Add +4.6% 457,005 $35.2M
Caliber Wealth Management, LLC / KS 3.39% Add +4.2% 455,491 $35.1M
Phillips Financial Management, LLC 2.57% Reduce -17.5% 455,314 $35.1M
Brand Asset Management Group, Inc. 7.76% Reduce -2.1% 455,097 $35.1M
Atlanta Consulting Group Advisors, LLC 5.56% Add +6.5% 455,097 $35.1M
Constellation Investments, Inc. 1.10% No change 455,000 $35.1M
Johnson Financial Group, Inc. 1.15% Add +2.2% 452,156 $34.9M
Elevation Point Wealth Partners, LLC 0.62% Add +1.5% 434,926 $33.5M
AdvisorNet Financial, Inc 1.52% Add +13.4% 432,570 $33.4M
Trust Co. of Vermont 1.24% — 431,810 $33.3M
Barclays PLC 0.01% Reduce -4.3% 428,400 $33.0M
Randolph Co Inc 2.78% Add +0.5% 428,397 $33.0M
Retirement Systems of Alabama 0.10% Add +0.1% 426,953 $32.9M
Ritter Daniher Financial Advisory LLC / DE 4.99% Add +0.4% 425,279 $32.8M
Fiera Capital Corp 0.12% Reduce -3.2% 424,620 $32.7M
Catalyst Financial Partners LLC 3.23% Add +1.9% 422,669 $32.6M
NewEdge Wealth, LLC 0.33% Add +2.3% 420,147 $32.4M
Mullooly Asset Management, Inc. 9.91% Add +0.3% 417,673 $32.2M
Kestra Private Wealth Services, LLC 0.35% Add +2.1% 417,260 $32.2M
King Wealth Management Group 3.51% Add +1.5% 416,594 $32.1M
Old Second National Bank of Aurora 6.05% Reduce -2.1% 416,280 $32.1M
Turtle Creek Wealth Advisors, LLC 1.68% Add +25.8% 412,137 $31.8M
Bryant Woods Investment Advisors, LLC 8.79% Add +3.1% 409,810 $31.6M
Investments & Financial Planning, LLC 14.92% Add +0.6% 408,629 $31.5M
Nomura Asset Management International Inc. 0.05% Reduce -19.8% 405,049 $31.2M
Brown Advisory Inc. 0.05% Add +2.4% 404,308 $31.2M
Kanawha Capital Management LLC 2.01% Add +0.1% 400,343 $30.9M
Thrivent Financial for Lutherans 0.05% Add +0.2% 399,883 $30.8M
Serenus Wealth Advisors, LLC 5.37% Add +3.7% 399,067 $30.8M
Wealth Advisory Solutions, LLC 6.30% Reduce -4.3% 398,148 $30.7M
AA Financial Advisors, LLC 3.68% Add +55.6% 396,971 $30.6M
Cibc World Market Inc. 0.05% Add +92.3% 395,458 $30.5M
FSM Wealth Advisors, LLC 3.23% Add +7.4% 390,586 $30.1M
Montag A & Associates Inc. 1.27% Add +1.0% 389,890 $30.1M
Professional Advisory Services Inc. 3.30% Add +1.2% 389,361 $30.0M
GenWealth Group, Inc. 4.66% New 388,111 $29.9M
LGL Partners, LLC 10.94% Reduce -0.2% 387,908 $29.9M
Pittenger & Anderson Inc. 1.07% Add +43.1% 387,653 $29.9M
West Financial Advisors, LLC 4.50% Add +3.0% 384,262 $29.6M
Iowa State Bank 4.95% Add +0.9% 383,982 $29.6M
Madison Asset Management, LLC 0.35% Add +24.2% 383,925 $29.6M
Baron Silver Stevens Financial Advisors, LLC 3.73% Add +0.7% 381,125 $29.4M
Twele Capital Management, Inc. 4.77% Reduce -1.4% 378,917 $29.2M
Citigroup Inc. 0.01% Add +36.7% 378,363 $29.2M
Texas Capital Bank Wealth Management Services Inc 1.56% Add +3.6% 377,450 $29.1M
Financial Management Network Inc. 4.17% Reduce -1.6% 384,773 $29.1M
Vicus Capital 1.86% Reduce -4.6% 373,784 $28.8M
WASHINGTON TRUST Co 0.89% Add +6.2% 372,139 $28.7M
Rwa Wealth Partners, LLC 0.27% Add +21.5% 371,641 $28.7M
Ironwood Financial, llc 4.38% Add +0.4% 371,526 $28.0M
Sagespring Wealth Partners, LLC 0.43% Reduce -1.0% 361,909 $27.9M
Glenview Trust Co 0.39% Add +1.1% 361,251 $27.9M
Nan Fung Trinity (hk) Ltd. 2.73% No change 359,000 $27.7M
OneDigital Investment Advisors LLC 0.23% Add +1.4% 357,547 $27.6M
CFS Investment Advisory Services, LLC 1.84% Add +18.2% 362,191 $27.6M
Wealthspire Retirement, LLC 1.51% Reduce -12.9% 363,630 $27.5M
LTG Capital LLC 18.31% Add +0.6% 355,023 $27.4M
Valley Forge Investment Consultants Inc. Adv 6.95% Add +2.9% 350,159 $27.0M
Instrumental Wealth, LLC 13.64% Add +3.5% 349,506 $27.0M
First Nebraska Trust Co 2.16% Add +2.6% 347,451 $26.8M
Harbor Group, Inc. 3.11% Reduce -0.3% 343,409 $26.5M
Orin Green Financial, LLC 9.76% Add +1.8% 343,070 $26.5M
Walkner Condon Financial Advisors LLC 3.04% Add +9.8% 342,324 $26.4M
Choreo, LLC 0.29% Reduce -3.9% 341,975 $26.4M
Coyle Financial Counsel LLC 4.81% Add +2.5% 341,501 $26.3M
Park Avenue Securities LLC 0.16% New 341,491 $26.3M
Vestmark Advisory Solutions, Inc. 0.25% Add +8.0% 341,485 $26.3M
Salomon & Ludwin, LLC 2.17% Reduce -2.4% 344,299 $26.3M
Pinnacle Associates Ltd. 0.28% Reduce -1.3% 338,405 $26.1M
Whitcomb & Hess, Inc. 5.62% Add +2.4% 337,647 $26.0M
CGC Financial Services, LLC 5.85% Add +1.1% 337,217 $26.0M
Centerpoint Advisors, LLC 7.36% Add +2.4% 336,148 $25.9M
NorthCoast Asset Management LLC 0.57% Add +27.8% 335,911 $25.9M
Wilmington Savings Fund Society, FSB 0.57% Reduce -3.3% 333,521 $25.7M
Alpine Bank Wealth Management 3.29% Reduce -0.1% 332,360 $25.6M
Conning Inc. 0.79% No change 330,740 $25.5M
Harbour Trust & Investment Management Co 2.45% Add +0.8% 330,500 $25.5M
Arkadios Wealth Advisors 0.39% Reduce -0.6% 328,820 $25.4M
Trifecta Capital Advisors, LLC 3.26% Add +0.4% 327,722 $25.3M
TD Private Client Wealth LLC 0.46% Reduce -1.4% 325,897 $25.1M
Nations Financial Group Inc, /Ia/ 1.20% Reduce -29.0% 325,484 $25.1M
PACK Private Wealth, LLC 10.32% Add +0.6% 323,292 $24.9M
D.A. Davidson & Co. 0.14% Reduce -1.5% 323,269 $24.9M
Glenmede Trust Co. NA 0.11% Reduce -0.8% 323,134 $24.9M
IFG Advisors, LLC 3.43% Add +7.9% 322,816 $24.9M
Wealthcare Advisory Partners LLC 0.47% Add +5.3% 322,790 $24.9M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -2.6% 322,024 $24.8M
Evernest Financial Advisors, LLC 5.10% Add +1.2% 316,310 $24.4M
Peninsula Asset Management Inc. 11.59% Add +0.9% 314,135 $24.2M
Fidelis Capital Partners, LLC 1.39% Add +8.4% 314,111 $24.2M
Lynch & Associates 4.23% Reduce -1.5% 313,704 $24.2M
Avondale Wealth Management 9.85% Add +5.5% 313,179 $24.1M
Cambridge Advisors Inc. 4.13% Add +2.7% 311,487 $24.0M
Allspring Global Investments Holdings, LLC 0.04% Add +0.8% 313,797 $24.0M
Anb Bank 8.95% Reduce -6.2% 311,001 $24.0M
Crescent Grove Advisors, LLC 2.02% Add +1.2% 309,593 $23.9M
LCW Services, LLC 10.37% Add +3.0% 308,888 $23.8M
Nottingham Advisors, Inc. 2.82% Add +6.3% 314,218 $23.6M
jvl associates llc 6.67% Reduce -0.9% 304,730 $23.5M
Burns J W & Co. Inc. 2.45% Add +0.4% 304,712 $23.5M
Bailard, Inc. 0.48% Reduce -0.7% 304,447 $23.5M
Meridian Management Co. 5.26% Add +0.1% 303,717 $23.4M
Well Done, LLC 3.14% Reduce -15.8% 302,785 $23.3M
Pinnacle Wealth Management Advisory Group, LLC 1.39% Reduce -2.0% 302,462 $23.3M
Clarity Wealth Advisors, LLC 4.12% Add +5.0% 302,394 $23.3M
Accretive Wealth Partners, LLC 5.66% Add +12.1% 301,937 $23.3M
Smithfield Trust Co 0.93% Reduce -1.4% 301,161 $23.2M
PKS Advisory Services, LLC 3.69% Reduce -0.3% 300,185 $23.1M
Soltis Investment Advisors LLC 1.33% Reduce -0.7% 299,852 $23.1M
Mission Wealth Management, LP 0.29% Add +66.5% 298,404 $23.0M
Kintra Wealth, LLC 1.19% Add +9.9% 291,005 $22.8M
Newton One Investments LLC 5.70% Reduce -2.1% 293,746 $22.7M
Independent Financial Group, LLC 0.42% Add +1.5% 293,654 $22.6M
Asset Management Group, Inc. 3.30% Reduce -1.9% 292,352 $22.5M
Rockland Trust Co. 0.88% Reduce -7.5% 289,667 $22.3M
Arax Advisory Partners 0.15% Add +234.1% 289,162 $22.3M
DHJJ Financial Advisors, Ltd. 6.38% Reduce -0.3% 287,252 $22.1M
AlphaCore Capital LLC 0.41% Reduce -6.9% 286,776 $22.1M
Platt Investment Counsel, LLC 14.78% Add +0.1% 286,085 $22.1M
New England Asset Management Inc. 2.63% Add +2.4% 285,535 $22.0M
Sandy Cove Advisors, LLC 5.48% Add +136.4% 284,311 $21.9M
BostonPremier Wealth LLC 9.25% Add +3.2% 282,564 $21.8M
First National Bank of Omaha 0.61% Add +8.3% 284,022 $21.8M
First National Trust Co 0.74% Reduce -0.9% 281,735 $21.7M
Marino, Stram & Associates LLC 3.45% Add +1.5% 281,143 $21.7M
Kelman-Lazarov, Inc. 2.83% Reduce -0.6% 279,751 $21.6M
Sigma Planning Corp 0.54% Reduce -20.9% 279,409 $21.5M
Core Wealth Advisors, Inc. 4.29% Add +1.2% 276,572 $21.3M
Leavell Investment Management, Inc. 0.78% Reduce -2.1% 276,503 $21.3M
Segall Bryant & Hamill, LLC 0.25% Add +103.9% 275,798 $21.3M
Alps Advisors Inc. 0.10% Reduce -0.1% 272,310 $21.0M
Richardson Capital Management LLC 8.83% Add +1.0% 268,106 $20.7M
Eley Financial Management, Inc 6.66% Add +6.5% 266,850 $20.6M
Western Wealth Management, LLC 0.67% Reduce -2.1% 266,068 $20.5M
Cantor Fitzgerald Investment Advisors L.P. 1.38% Reduce -0.6% 266,031 $20.5M
Lodestar Private Asset Management LLC 1.76% Add +0.6% 264,081 $20.4M
Cape Ann Savings Bank 9.57% Reduce -0.5% 263,505 $20.3M
Holland Advisory Services, Inc. 22.39% Reduce -0.7% 262,847 $20.3M
Burkett Financial Services, LLC 6.27% Add +0.4% 259,966 $20.0M
Smith, Moore & Co. 1.30% Add +0.1% 258,647 $19.9M
Simmons Bank 1.13% Reduce -0.9% 256,823 $19.8M
Two Sigma Investments, LP 0.02% New 256,700 $19.8M
MKD Wealth Coaches, LLC 16.86% Add +2.8% 255,839 $19.7M
CoreCap Advisors, LLC 0.58% Add +2.7% 255,627 $19.7M
IHT Wealth Management, LLC 0.42% Reduce -1.3% 255,541 $19.7M
Guardian Wealth Advisors, LLC 9.80% Add +0.5% 254,072 $19.6M
Argent Advisors, Inc. 4.89% Add +2.0% 253,613 $19.6M
Norris Perne & French LLP 0.83% Reduce -1.8% 251,497 $19.4M
Centaurus Financial, Inc. 0.75% Add +0.1% 251,102 $19.4M
Southeast Asset Advisors, LLC 1.96% Add +7.7% 250,718 $19.3M
Guidance Point Advisors, LLC 4.16% Add +0.0% 249,839 $19.3M
Empowered Funds, LLC 0.10% Add +6.6% 249,859 $19.3M
Highview Capital Management LLC 5.46% Add +9.9% 246,107 $19.0M
Hubbell Strickland Wealth Management, LLC 6.85% Add +2.3% 246,040 $19.0M
Advisors Capital Management, LLC 0.20% Add +2.6% 245,101 $18.9M
Windsor Capital Management, LLC 4.87% Reduce -0.1% 243,117 $18.7M
Equitable Trust Co. 0.78% Add +2.0% 241,948 $18.7M
Campion Asset Management 11.28% Add +2.8% 239,666 $18.5M
Apollon Financial, LLC 2.18% Add +1.7% 239,236 $18.4M
CBM Financial, LLC 10.97% Reduce -0.2% 244,055 $18.4M
Towercrest Capital Management 2.56% Add +3.6% 238,477 $18.4M
Carroll Advisory Group, LLC 6.04% Add +12.2% 238,326 $18.4M
HB Wealth Management, LLC 0.10% Add +23.1% 238,035 $18.4M
Capital Analysts, LLC 0.42% Add +7.1% 237,772 $18.3M
Ancora Advisors LLC 0.35% Add +0.3% 237,591 $18.3M
London Co. of Virginia 0.10% Add +0.4% 235,309 $18.1M
Private Advisory Group LLC 1.00% Add +2.9% 234,057 $18.0M
Toronto Dominion Bank 0.03% New 233,438 $18.0M
Atlantic Edge Private Wealth Management, LLC 3.69% Add +1.8% 233,171 $18.0M
Perigon Wealth Management, LLC 0.28% Reduce -4.1% 231,545 $17.9M
Diversified Management Inc. 3.78% Add +0.8% 229,530 $17.7M
Harbor Advisory Corp. 4.73% Add +12.3% 229,033 $17.7M
PDS Planning, Inc 1.02% Reduce -1.1% 228,661 $17.6M
IFP Advisors, Inc 0.32% Reduce -0.2% 226,750 $17.5M
Parallel Advisors, LLC 0.27% Add +0.6% 225,375 $17.4M
Community Bank, N.A. 1.88% Add +12.2% 225,339 $17.4M
River Street Advisors LLC 5.12% Add +0.9% 225,239 $17.4M
KMG Fiduciary Partners, LLC 1.61% Add +4.5% 225,150 $17.4M
Panoramic Capital Partners, LLC 8.19% Add +6.8% 224,816 $17.3M
Encompass Wealth Advisors, LLC 5.26% Add +0.3% 224,214 $17.3M
Ironwood Wealth Management, LLC. 3.81% Reduce -4.2% 223,112 $17.2M
Beacon Financial Planning, Inc. 5.77% Reduce -1.7% 220,317 $17.0M
Colonial Trust Advisors 1.17% Reduce -0.2% 218,753 $16.9M
Intrust Bank NA 1.24% Reduce -24.3% 218,457 $16.8M
Riverpoint Wealth Management Holdings, LLC 3.09% Add +6.9% 218,200 $16.8M
Pacific Center for Financial Services 3.75% Add +0.9% 218,106 $16.8M
Citizens & Northern Corp. 3.83% Reduce -12.4% 217,637 $16.8M
Marietta Wealth Management, LLC 1.73% Reduce -1.3% 217,473 $16.8M
Forbes J M & Co. LLP 1.32% Reduce -0.8% 217,362 $16.8M
Flagship Harbor Advisors, LLC 0.64% Add +18.1% 217,116 $16.7M
Union Savings Bank 6.70% Add +3.7% 216,309 $16.7M
Stone House Investment Management, LLC 2.21% Add +2456.2% 216,078 $16.7M
Mechanics Financial Corp 5.95% Reduce -5.9% 215,699 $16.6M
Curi Capital, LLC 0.26% Reduce -17.3% 215,419 $16.6M
Robertson Stephens Wealth Management, LLC 0.41% Add +5.9% 214,214 $16.5M
AtlasMark Financial, Inc 8.09% Add +19.3% 212,974 $16.4M
Fairway Wealth LLC 3.74% Add +2.6% 211,922 $16.3M
SWS Partners 3.53% Reduce -9.3% 211,840 $16.3M
SageView Advisory Group, LLC 0.54% Add +5.7% 211,782 $16.3M
First Bank & Trust 2.38% Reduce -0.2% 210,120 $16.2M
Neumann Capital Management, LLC 10.65% Add +0.4% 208,704 $16.1M
Hopwood Financial Services, Inc. 9.30% Add +1.8% 208,348 $16.1M
49 Wealth Management, LLC 3.04% Reduce -54.1% 206,811 $15.9M
Alongside, LLC 3.04% — 206,811 $15.9M
Meridian Wealth Management, LLC 0.49% Reduce -2.8% 206,803 $15.9M
Enclave Advisors LLC 2.07% Add +0.9% 206,081 $15.9M
McKinley Carter Wealth Services, Inc. 0.82% Reduce -4.4% 205,971 $15.9M
Omega Financial Group, LLC 4.80% Add +1.9% 204,398 $15.8M
Wescott Financial Advisory Group, LLC 1.22% Add +8.3% 203,801 $15.7M
Sterling Investment Counsel, LLC 3.68% Add +1.9% 202,585 $15.6M
Retirement Income Solutions, Inc. 2.69% Reduce -1.5% 230,999 $15.6M
Rossmore Private Capital 1.27% Add +28.9% 202,212 $15.6M
First Western Trust Bank 0.75% Reduce -4.5% 200,779 $15.5M
Proffitt & Goodson Inc. 2.13% Add +0.9% 200,560 $15.5M
Acima Private Wealth, LLC 4.47% Reduce -17.0% 199,457 $15.4M
Capital Investment Counsel, LLC 1.88% Reduce -1.4% 197,383 $15.2M
Great Valley Advisor Group, Inc. 0.24% Add +6.8% 197,321 $15.2M
RFG - Bristol Wealth Advisors, LLC 3.68% Add +1.7% 197,255 $15.2M
Little House Capital LLC 3.41% Add +1.5% 196,578 $15.2M
Madison Wealth Partners, Inc 1.91% Add +1.5% 194,744 $15.0M
American Financial Advisors, LLC 1.80% Reduce -5.1% 194,164 $15.0M
Lake Street Private Wealth, LLC 1.72% Add +0.1% 193,849 $14.9M
YANKCOM Partnership 5.36% Add +9.2% 193,620 $14.9M
Telos Capital Management, Inc. 1.31% Add +1.7% 193,305 $14.9M
Finley Financial, LLC 5.99% Reduce -1.5% 193,032 $14.9M
FFT Wealth Management LLC 2.32% Add +8.9% 192,363 $14.8M
Gallagher Capital Advisors, LLC 8.44% Reduce -5.6% 190,778 $14.7M
DAVENPORT & Co LLC 0.08% Add +13.2% 190,748 $14.7M
Rice Partnership, LLC 1.78% Add +5.4% 189,877 $14.6M
Matrix Private Capital Group LLC 6.36% Add +3.0% 189,764 $14.6M
Hardy Reed LLC 0.94% Add +0.0% 189,272 $14.6M
Tower Wealth Partners, Inc. 7.20% Reduce -0.6% 189,098 $14.6M
AMG National Trust Bank 0.30% Reduce -16.9% 187,638 $14.5M
Dynamic Advisor Solutions LLC 0.41% Reduce -0.3% 187,027 $14.4M
Ocean Park Asset Management, LLC 0.69% Add +926.6% 185,309 $14.3M
Integrated Advisors Network LLC 0.65% Add +0.6% 184,377 $14.2M
Level Four Advisory Services, LLC 0.40% Add +2.6% 183,726 $14.2M
Caldwell Trust Co 1.14% Add +6.5% 183,031 $14.1M
Global Wealth Management Investment Advisory, Inc. 2.00% Add +7.4% 182,244 $14.1M
PCA Investment Advisory Services Inc. 3.92% Reduce -0.6% 181,819 $14.0M
Naples Global Advisors, LLC 0.87% Reduce -0.5% 182,186 $14.0M
Tiaa Trust, National Association 0.82% Reduce -0.8% 180,806 $13.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.30% Add +0.4% 180,370 $13.9M
Simon Quick Advisors, LLC 0.56% Add +0.3% 180,201 $13.9M
Smithbridge Asset Management Inc. 1.89% Add +12.1% 179,652 $13.9M
J.W. Cole Advisors, Inc. 0.24% New 179,634 $13.9M
Clear Wave Wealth Management LLC 3.06% Add +1.8% 178,526 $13.8M
Tectonic Advisors LLC 0.66% Add +6.4% 178,520 $13.8M
Journey Advisory Group, LLC 1.04% Reduce -8.9% 177,072 $13.7M
RiverGlades Family Offices LLC 6.26% Add +1.6% 176,978 $13.6M
O'shaughnessy Asset Management, LLC 0.06% Reduce -5.9% 176,663 $13.6M
SoundView Advisors Inc. 4.44% Reduce -0.5% 176,569 $13.6M
Laird Norton Wetherby Trust Company, LLC 0.26% Add +60.5% 174,910 $13.5M
Idaho Trust Co 3.93% Add +0.2% 174,521 $13.5M
Old National Bancorp 0.26% Reduce -6.2% 172,251 $13.3M
Robinswood Financial LLC 3.81% Reduce -1.0% 172,241 $13.3M
Colton Groome Financial Advisors, LLC 3.21% Add +3.6% 172,145 $13.3M
Townsend Financial Planning, LLC 11.50% Reduce -3.1% 171,071 $13.2M
Kingsview Wealth Management, LLC 0.16% Add +5.8% 170,859 $13.2M
May Hill Capital, LLC 2.75% Add +1.6% 170,519 $13.1M
Alliance Private Wealth, LLC 4.56% Reduce -6.5% 170,319 $13.1M
Waldron Private Wealth LLC 0.45% Reduce -0.2% 169,439 $13.1M
CX Institutional 0.38% Add +1.0% 168,876 $13.0M
MTC Wealth Management LLC 5.82% Reduce -1.9% 168,260 $13.0M
AAF Wealth Management, LLC 4.78% Reduce -12.8% 167,957 $13.0M
Savvy Advisors, Inc. 0.28% Add +5.3% 167,203 $12.9M
Montecito Bank & Trust 1.93% Reduce -3.4% 167,012 $12.9M
Lee, Kelleher & Klein Wealth Management 6.69% Add +0.1% 165,868 $12.8M
Cullen/Frost Bankers, Inc. 0.12% Reduce -6.7% 164,030 $12.6M
Partnership Wealth Management, LLC 8.54% Add +1.2% 163,831 $12.6M
Affiance Financial, LLC 1.82% Reduce -2.6% 163,824 $12.6M
Ellis Investment Partners, LLC 1.90% Reduce -0.2% 162,859 $12.6M
Florida Trust Wealth Management Co 0.31% Add +9.9% 162,459 $12.5M
IFS Advisors, LLC 5.96% Reduce -1.1% 161,401 $12.4M
Vectors Research Management, LLC 3.25% Add +0.7% 161,396 $12.4M
Jmac Enterprises LLC 2.09% Add +9.9% 161,161 $12.4M
Affinity Capital Advisors, LLC 1.53% Reduce -0.3% 162,379 $12.4M
Hiley Hunt Wealth Management 4.87% Add +2.6% 159,915 $12.3M
Granite Bay Wealth Management, LLC 1.13% New 159,029 $12.3M
Orion Porfolio Solutions, LLC 0.09% Reduce -7.6% 158,176 $12.2M
Rochester Wealth Strategies, LLC 6.72% Reduce -6.9% 157,434 $12.1M
Atria Investments, Inc 0.12% Add +7.4% 156,993 $12.1M
Belpointe Asset Management LLC 0.39% Reduce -8.4% 155,667 $12.0M
Common Fund for Nonprofit Organizations 1.10% Add +0.3% 155,337 $12.0M
Vanguard National Trust Co 0.65% Reduce -0.1% 154,857 $11.9M
Transcendent Capital Group LLC 4.63% Add +0.4% 154,223 $11.9M
KFA Private Wealth Group, LLC 2.85% Reduce -27.6% 153,357 $11.8M
StrongBox Wealth, LLC 3.35% Reduce -0.5% 152,477 $11.8M
IFG Advisory, LLC 0.41% New 152,343 $11.7M
1 North Wealth Services LLC 3.82% Add +0.6% 151,481 $11.7M
Ameritas Investment Partners, Inc. 0.31% Reduce -17.9% 151,194 $11.7M
Tompkins Financial Corp. 0.81% Reduce -1.1% 150,851 $11.6M
Triangle Securities Wealth Management 2.30% Add +1.2% 150,450 $11.6M
Certified Advisory Corp 0.93% Reduce -4.5% 150,154 $11.6M
Independent Solutions Wealth Management, LLC 1.51% Reduce -1.1% 150,024 $11.6M
Evercore Wealth Management, LLC 0.16% Add +2.8% 149,340 $11.5M
Abundance Wealth Counselors 0.75% Add +65.4% 149,042 $11.5M
Sage Financial Management Group, Inc. 3.15% Add +0.5% 148,731 $11.5M
Physician Wealth Advisors, Inc. 1.37% Reduce -0.1% 148,503 $11.5M
SlateStone Wealth, LLC 0.88% Add +3.2% 148,393 $11.4M
Principal Securities, Inc. 0.14% Reduce -10.2% 147,070 $11.3M
Eastern Bank 0.17% Reduce -11.7% 144,466 $11.1M
Baker Tilly Wealth Management, LLC 2.39% Add +15.7% 144,359 $11.1M
Inlight Wealth Management, LLC 3.51% Add +20.0% 143,068 $11.0M
Cascade Wealth Advisors, Inc 4.43% Add +25.6% 141,680 $11.0M
Allegheny Financial Group 1.17% Add +3.2% 142,761 $11.0M
Stratos Investment Management, LLC 0.40% Reduce -5.4% 142,341 $11.0M
Petix & Botte Co 2.20% Add +82.3% 141,465 $10.9M
Mascoma Wealth Management LLC 2.02% Add +2.3% 141,435 $10.9M
Ramsay, Stattman, Vela & Price, Inc. 1.94% Add +1.6% 141,319 $10.9M
Associated Banc-Corp 0.26% Reduce -3.0% 140,793 $10.9M
NTV Asset Management LLC 1.06% Reduce -1.3% 140,386 $10.8M
TD Asset Management Inc 0.01% Reduce -20.4% 140,207 $10.8M
Kopp Family Office, LLC 6.62% Add +1.2% 140,050 $10.8M
Asset Allocation Strategies LLC 1.66% Reduce -19.4% 139,849 $10.8M
BlueChip Wealth Advisors LLC 4.06% Add +0.3% 138,971 $10.7M
Nwam LLC 0.53% Add +15.2% 138,603 $10.7M
Carr Financial Group Corp 2.46% Add +1.8% 138,505 $10.7M
David J Yvars Group 5.22% Add +0.9% 137,771 $10.6M
United Bank 3.22% Add +60.1% 137,152 $10.6M
Midwest Professional Planners, LTD. 2.07% Add +62.7% 137,108 $10.6M
National Philanthropic Trust 0.15% No change 136,413 $10.5M
Pettyjohn, Wood & White, Inc. 1.53% Reduce -0.0% 136,292 $10.5M
Perspective Wealth Advisors LLC 5.78% Add +6.7% 136,284 $10.5M
Choate Investment Advisors 0.18% Reduce -7.1% 136,239 $10.5M
Destiny Capital Corp 4.88% Reduce -5.6% 136,003 $10.5M
Advisory Alpha, LLC 0.26% Reduce -0.1% 135,810 $10.5M
Scotia Capital Inc. 0.04% Reduce -39.0% 135,629 $10.5M
Mgo One Seven LLC 0.17% Add +1.6% 134,458 $10.4M
Pachira Investments Inc. 3.91% Reduce -3.9% 134,403 $10.4M
Sava Penzisko Drushtvo A.D. Skopje 2.76% Add +10.2% 504,936 $10.3M
Donaldson Capital Management, LLC 0.29% Add +4.3% 133,542 $10.3M
Arrowroot Family Office, LLC 2.94% Add +4.6% 133,243 $10.3M
United Financial Planning Group LLC 5.21% Add +3.5% 133,020 $10.3M
Citizens National Bank Trust Department 1.50% Reduce -0.1% 132,190 $10.2M
Peoples Bank 5.23% Add +5.6% 131,933 $10.2M
First Citizens Bank & Trust Co. 0.15% Reduce -6.3% 131,835 $10.2M
RiverFront Investment Group, LLC 0.13% Add +8.0% 131,469 $10.1M
Tempo Wealth, LLC 1.50% Add +4.0% 131,334 $10.1M
Seeds Investor LLC 1.03% Add +59.3% 130,566 $10.1M
Richwood Investment Advisors, LLC 7.08% Reduce -3.7% 130,501 $10.1M
Wesbanco Bank Inc. 0.25% Reduce -7.0% 130,043 $10.0M
Aspiriant, LLC 0.25% Reduce -3.8% 130,018 $10.0M
Keel Point, LLC 0.59% Add +166.9% 129,188 $10.0M
Aft, Forsyth & Sober, LLC 3.11% No change 147,375 $10.0M
GHP Investment Advisors, Inc. 0.36% Reduce -0.8% 128,779 $9.9M
Gotham Asset Management 0.02% Add +21.0% 128,457 $9.9M
NBH Bank 4.16% — 128,177 $9.9M
Snowden Capital Advisors LLC 0.23% Reduce -1.3% 127,563 $9.8M
Clarus Wealth Advisors 3.75% Reduce -1.8% 130,237 $9.7M
MetLife Investment Management, LLC 0.04% Reduce -0.1% 126,180 $9.7M
Spire Wealth Management 0.29% Reduce -2.8% 125,390 $9.7M
Alley Investment Management Company, LLC 1.13% Reduce -1.0% 125,207 $9.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -54.3% 125,125 $9.6M
III Capital Management 2.52% New 125,000 $9.6M
City Holding Co. 1.08% Add +5.8% 124,155 $9.6M
ASL Financial, LLC 6.73% Reduce -0.8% 123,988 $9.6M
TD Waterhouse Canada Inc. 0.03% Reduce -3.1% 124,356 $9.5M
World Investment Advisors 0.16% Reduce -3.7% 136,903 $9.5M
Merit Financial Group, LLC 0.06% Reduce -3.0% 123,014 $9.5M
Precedent Wealth Partners, LLC 1.58% Reduce -2.8% 122,813 $9.5M
Brighton Jones LLC 0.18% Add +25.9% 122,759 $9.5M
Alliance Wealth Management Group 1.84% Add +8.2% 122,347 $9.4M
MidFirst Bank 0.67% Add +2.6% 122,015 $9.4M
Montis Financial, LLC 1.92% Reduce -1.7% 122,008 $9.4M
Parr McKnight Wealth Management Group, LLC 1.11% Add +21.5% 121,671 $9.4M
Sterling Investment Advisors LLC 4.21% Reduce -2.2% 121,581 $9.4M
Flagship Private Wealth, LLC 3.31% Add +0.8% 121,421 $9.4M
Birch Hill Investment Advisors LLC 0.38% Add +1.9% 121,065 $9.3M
Crestmont Private Wealth LLC 2.61% Add +4.4% 120,687 $9.3M
Zacks Investment Management 0.07% Add +46.7% 119,362 $9.2M
Pennsylvania Capital Management Inc. 2.32% Add +0.3% 118,382 $9.1M
Rhumbline Advisers 0.01% Reduce -63.7% 117,967 $9.1M
Boltwood Capital Management 2.08% Add +0.1% 117,935 $9.1M
Magnolia Capital Management Ltd. 6.25% Reduce -10.8% 117,375 $9.1M
Landmark Wealth Management, LLC 2.15% Add +0.8% 116,576 $9.0M
Boyd Wealth Management, LLC 3.39% Add +3.0% 116,115 $9.0M
Per Stirling Capital Management, LLC. 0.85% Reduce -2.6% 116,100 $9.0M
Smith Shellnut Wilson LLC 3.36% Reduce -4.2% 116,017 $8.9M
Stephenson & Company, Inc. 4.14% Add +6.3% 114,533 $8.8M
Pinnacle Bancorp, Inc. 2.29% Reduce -0.6% 114,257 $8.8M
Sheets Smith Wealth Management 0.88% Reduce -0.7% 114,005 $8.8M
Atlas Legacy Advisors, LLC 1.30% Add +1.4% 113,600 $8.8M
1015 Capital Partners, LLC 7.32% Add +0.1% 113,246 $8.7M
Bright Financial Advisors, Inc. 3.66% Add +4.3% 113,232 $8.7M
EPG Wealth Management LLC 2.08% Add +1.7% 112,759 $8.7M
Godfrey Financial Associates, Inc. 6.65% Reduce -3.3% 112,824 $8.7M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -2.2% 112,574 $8.7M
Pettinga Financial Advisors LLC 1.39% Reduce -0.5% 112,454 $8.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.2% 112,286 $8.7M
Evergreen Capital Management LLC 0.15% Add +4.7% 112,037 $8.6M
Coign Capital Advisors LLC 3.89% Add +3.8% 112,008 $8.6M
Hilltop Holdings Inc. 0.70% Add +29.8% 111,887 $8.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Reduce -0.1% 111,596 $8.6M
Legacy Trust 1.51% Reduce -3.8% 110,950 $8.6M
Financial Council, LLC 2.77% Reduce -0.1% 110,607 $8.5M
Vision Capital Management, Inc. 0.97% Reduce -2.8% 110,494 $8.5M
TCTC Holdings, LLC 0.22% Reduce -0.8% 110,489 $8.5M
LifeWealth Investments, LLC 2.27% Add +9.4% 110,312 $8.5M
SIH Partners, LLLP 0.35% New 110,000 $8.5M
Keenan, LLC 5.99% Add +1.1% 109,905 $8.5M
North Berkeley Wealth Management, LLC 3.42% Add +2.8% 109,587 $8.5M
Dorsey & Whitney Trust CO LLC 0.41% Add +0.3% 109,368 $8.4M
Convergence Financial, LLC 0.67% Add +113.0% 108,989 $8.4M
Madrid Financial Services 4.44% Add +6.6% 108,847 $8.4M
NorthCrest Asset Manangement, LLC 0.21% Add +2.1% 110,425 $8.4M
Wealth Care LLC 6.76% Reduce -1.8% 108,190 $8.3M
Peapack Gladstone Financial Corp. 0.10% Add +0.8% 107,967 $8.3M
Birchbrook, Inc. 3.90% Reduce -3.0% 107,844 $8.3M
Wedmont Private Capital 0.23% Add +2.0% 109,841 $8.3M
Curry Webb Wealth Management LLC 3.44% Reduce -0.8% 107,717 $8.3M
Prospera Financial Services Inc 0.12% Add +3.2% 106,532 $8.2M
Mayflower Financial Advisors, LLC 0.71% Reduce -5.9% 106,472 $8.2M
Venture Visionary Partners LLC 0.23% Add +21.0% 106,443 $8.2M
Vise Technologies, Inc. 0.09% Add +89.1% 106,416 $8.2M
Pitcairn Wealth Advisors LLC 0.90% No change 106,294 $8.2M
Mission Creek Capital Partners, Inc. 1.44% Add +0.1% 106,079 $8.2M
Aptus Capital Advisors, LLC 0.06% Add +4.8% 106,058 $8.2M
Quad-Cities Investment Group, LLC 2.94% Reduce -0.4% 106,019 $8.2M
Money Concepts Capital Corp. 0.38% Add +2.1% 105,587 $8.1M
Burke & Herbert Bank & Trust Co. 2.02% Add +1.3% 105,470 $8.1M
Silvercrest Asset Management Group LLC 0.05% Reduce 0.0% 105,287 $8.1M
American National Bank & Trust 0.69% Reduce -0.5% 105,197 $8.1M
VestGen Advisors, LLC 0.24% Reduce -27.4% 105,026 $8.1M
New Hampshire Trust 1.52% Reduce -6.5% 104,414 $8.1M
Ewa, LLC 1.47% Add +2.4% 104,320 $8.0M
GC Wealth Management RIA, LLC 0.46% Reduce -17.6% 103,238 $8.0M
Bigelow Investment Advisors, LLC 2.87% Reduce -1.0% 102,935 $7.9M
American Century Companies Inc. 0.00% Add +14.8% 102,200 $7.9M
Arcus Capital Partners, LLC 3.26% Add +2.0% 102,171 $7.9M
Lebenthal Global Advisors, LLC 1.06% Reduce -30.2% 101,905 $7.9M
Next Capital Management LLC 2.12% Add +10.4% 101,771 $7.8M
First National Bank of Hutchinson 4.30% Reduce -0.5% 101,634 $7.8M
Northstar Advisory Group, LLC 2.43% Add +2659.1% 101,258 $7.8M
Twin Focus Capital Partners, LLC 0.79% Add +0.1% 101,213 $7.8M
Fortitude Family Office, LLC 1.52% Reduce -0.9% 101,203 $7.8M
Sound Stewardship, LLC 3.21% Add +1.8% 101,011 $7.8M
Bellwether Advisors, LLC 1.15% Add +4.3% 101,003 $7.8M
Topel & Distasi Wealth Management, LLC 3.76% Reduce -4.3% 100,941 $7.8M
BayBridge Capital Group, LLC 4.04% Add +5.2% 100,620 $7.8M
Integrated Wealthcare, LLC 5.79% Add +1.3% 100,578 $7.8M
Ieq Capital, LLC 0.04% Reduce -47.9% 100,359 $7.7M
Rehmann Capital Advisory Group 0.35% Reduce -0.5% 100,125 $7.7M
Meridian Financial Advisors, LLC 3.70% Reduce -2.3% 99,873 $7.7M
Fiduciary Group, LLC 0.60% Reduce -3.4% 99,684 $7.7M
Creative Financial Designs Inc. 0.37% Reduce -9.1% 99,555 $7.7M
ADG Wealth Management Group, LLC 4.86% Reduce -0.6% 99,242 $7.7M
Elyxium Wealth, LLC 0.80% Add +27.3% 99,072 $7.6M
Centennial Bank 2.45% Add +0.2% 98,715 $7.6M
Estate Counselors, LLC 0.65% Add +774.5% 98,473 $7.6M
Friedenthal Financial 3.50% Add +2.2% 98,239 $7.6M
Alpha Financial Partners LLC 3.97% Reduce -3.7% 97,953 $7.6M
National Wealth Management Group, LLC 2.33% Add +20.4% 97,933 $7.6M
Kaydan Wealth Management, Inc. 2.29% Add +2.3% 97,660 $7.5M
Hi-Line Capital Management, LLC 2.10% Add +6.3% 97,011 $7.5M
Versant Capital Management, Inc 0.67% Add +1889.9% 96,868 $7.5M
Gryphon Financial Partners LLC 0.67% Add +3.1% 96,687 $7.5M
Rothschild Wealth LLC 0.59% Reduce -10.2% 96,555 $7.4M
PW Advisors, LLC \ FL 4.96% Add +1.9% 96,446 $7.4M
Hicks Capital Management LLC 6.07% Reduce -0.9% 95,978 $7.4M
First Hawaiian Bank 0.93% Reduce -9.6% 95,715 $7.4M
Cary Street Partners Financial LLC 0.16% Add +0.8% 95,449 $7.4M
South Plains Financial, Inc. 3.94% Reduce -1.5% 95,123 $7.3M
Goldstein Advisors, LLC 0.67% Reduce -2.5% 94,702 $7.3M
Cottage Street Advisors LLC 2.82% Reduce -0.3% 94,776 $7.3M
Essex Financial Services, Inc. 0.36% Reduce -3.0% 94,180 $7.3M
Ullmann Wealth Partners Group, LLC 0.66% Reduce -1.9% 93,837 $7.2M
Global Wealth Management, LLC 3.68% Reduce -5.4% 93,836 $7.2M
Sovereign Investment Advisors, LLC 1.36% Reduce -0.5% 93,739 $7.2M
Gainline Financial Partners, LLC 6.74% — 93,672 $7.2M
Coral Wealth Management, LLC 5.91% Add +66.5% 93,550 $7.2M
Regal Investment Advisors LLC 0.38% Reduce -0.9% 93,526 $7.2M
Great Diamond Partners, LLC 1.23% Add +0.9% 92,895 $7.2M
Bellars Harris Wealth Management, LLC 1.46% — 92,849 $7.2M
Beese Fulmer Investment Management, Inc. 0.41% Add +0.9% 92,459 $7.1M
Old Mission Investment Co LLC 1.48% Reduce -2.1% 92,138 $7.1M
JPL Wealth Management, LLC 1.41% Reduce -2.3% 92,038 $7.1M
Artemis Wealth Advisors, LLC 0.85% Add +3.9% 91,825 $7.1M
Transcend Capital Advisors, LLC 0.48% Add +15.0% 91,765 $7.1M
WLTH Capital Management, LLC 4.54% Add +5.7% 91,757 $7.1M
Compass Financial Group, Inc. (Ohio) 4.71% Add +4.6% 91,442 $7.1M
Park Place Capital Corp 1.12% Reduce -8.7% 91,156 $7.0M
Bank of Hawaii 0.35% Reduce -8.6% 90,996 $7.0M
Aprio Wealth Management, LLC 0.34% Add +14.2% 90,263 $7.0M
Russell Investments Group, Ltd. 0.01% Add +1.2% 90,161 $7.0M
Lynx Investment Advisory 2.28% Reduce -21.8% 90,156 $7.0M
Curat Global, LLC 5.68% Reduce -29.5% 64,233 $6.9M
Summit Wealth Partners, LLC 0.99% Add +3.7% 89,814 $6.9M
LeConte Wealth Management, LLC 3.77% Reduce -0.3% 89,769 $6.9M
United Community Bank 2.14% Add +6.0% 89,727 $6.9M
Syon Capital LLC 0.30% Add +1.8% 89,413 $6.9M
Grey Ledge Advisors, LLC 1.38% Add +2.3% 89,211 $6.9M
Cornerstone Wealth Management, LLC 0.30% Add +2.3% 89,209 $6.9M
Bradley Foster & Sargent Inc. 0.10% Add +18.7% 88,934 $6.9M
Slagle Financial, LLC 2.05% Reduce -2.1% 88,750 $6.8M
HighPoint Advisor Group LLC 0.24% Reduce -5.0% 88,559 $6.8M
Avior Wealth Management, LLC 0.18% Reduce -0.5% 88,453 $6.8M
Investment Advisory Group, LLC 1.48% Add +0.6% 88,254 $6.8M
AE Wealth Management LLC 0.03% Reduce -2.7% 88,229 $6.8M
MSH Capital Advisors LLC 1.18% Add +6.1% 88,186 $6.8M
Fulton Bank, N.A. 0.21% Reduce -0.2% 88,064 $6.8M
Founders Grove Wealth Partners, LLC 1.35% Reduce -0.5% 87,956 $6.8M
Fiduciary Financial Advisors 0.68% Add +576.4% 86,798 $6.7M
Accurate Wealth Management, LLC 0.64% Reduce -8.9% 88,321 $6.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -43.3% 86,607 $6.7M
Armbruster Capital Management, Inc. 0.99% Reduce -0.4% 85,925 $6.6M
Greenfield Savings Bank 2.50% Reduce -0.3% 85,619 $6.6M
Merkkuri Wealth Advisors LLC 4.09% Add +9.6% 85,479 $6.6M
EJMK Ventures LLC 2.99% Add +63.8% 85,359 $6.6M
Bluedoor Private Wealth, LLC 2.77% Reduce -0.8% 85,314 $6.6M
Harbor Investment Advisory, LLC 0.46% Add +7.9% 85,072 $6.6M
Sonata Capital Group Inc. 2.11% Add +10.5% 84,867 $6.5M
Hengehold Capital Management LLC 0.51% Reduce -10.9% 84,632 $6.5M
Rathbones Group PLC 0.02% Reduce -0.8% 84,571 $6.5M
Hilltop National Bank 1.39% Add +1.6% 84,563 $6.5M
GTS Securities LLC 0.14% Add +285.8% 84,507 $6.5M
Brookstone Capital Management 0.07% Reduce -0.6% 84,257 $6.5M
LifeSteps Financial, Inc. 3.03% Add +22.0% 84,255 $6.5M
Souders Financial Advisors 0.65% Add +0.1% 83,901 $6.5M
Consilio Wealth Advisors, LLC 1.54% Reduce -3.3% 83,429 $6.4M
GreatBanc Trust CO 3.99% Reduce -4.5% 83,382 $6.4M
Castle Wealth Management LLC 1.90% Reduce -0.3% 83,325 $6.4M
Braeburn Wealth Management LLC 2.75% Add +4.3% 82,960 $6.4M
InvesTrust 2.46% Reduce -5.7% 82,892 $6.4M
Muirfield Wealth Advisors LLC 4.16% Add +1.4% 82,657 $6.4M
CENTRAL TRUST Co 0.12% Reduce -3.2% 82,531 $6.4M
IronBridge Private Wealth, LLC 2.08% Add +0.3% 82,167 $6.3M
Fortis Capital Advisors, LLC 0.71% Reduce -3.0% 82,144 $6.3M
Palisade Asset Management, LLC 0.58% Add +2.4% 82,122 $6.3M
American National Bank of Texas 5.73% Reduce -11.7% 81,399 $6.3M
FC Advisory LLC 1.66% Add +1.2% 81,331 $6.3M
Mutual Advisors, LLC 0.12% Add +2.7% 80,957 $6.2M
Federation des caisses Desjardins du Quebec 0.02% Reduce -23.3% 80,790 $6.2M
CreativeOne Wealth, LLC 0.13% Add +1.5% 79,826 $6.2M
Brown Wealth Management, LLC 1.38% Add +2.1% 79,785 $6.2M
Parisi Gray Wealth Management 1.26% Add +1.3% 79,654 $6.1M
Greenwood Capital Associates LLC 0.60% Add +8.8% 79,412 $6.1M
HWG Holdings LP 1.38% Add +324.4% 78,891 $6.1M
Jacobi Capital Management LLC 0.30% Reduce -2.0% 78,660 $6.1M
Neuberger Berman Group LLC 0.00% Reduce -0.9% 78,414 $6.0M
Macroview Investment Management LLC 3.74% Add +3.4% 78,155 $6.0M
Canal Capital Management, LLC 0.74% Reduce -4.7% 78,076 $6.0M
Middleton & Co. Inc. 0.64% Reduce -2.4% 77,905 $6.0M
Central Bank & Trust Co. 0.85% Add +10.8% 77,787 $6.0M
WCG Wealth Advisors LLC 0.14% Add +6.8% 77,533 $6.0M
Delta Wealth Advisors LLC 4.27% Reduce -7.2% 77,466 $6.0M
Fca Corp. 1.47% Add +2.5% 77,432 $6.0M
Fisher Asset Management 0.00% Add +1.4% 77,003 $5.9M
Busey Bank 0.14% Reduce -7.0% 76,922 $5.9M
Newman Dignan & Sheerar, Inc. 1.14% Reduce -1.4% 76,911 $5.9M
Connors Investor Services Inc. 0.51% Add +19.3% 76,609 $5.9M
PFG Advisors 0.30% Reduce -6.1% 76,370 $5.9M
Blake Schutter Theil Wealth Advisors, LLC 3.98% Add +0.4% 76,354 $5.9M
St. Louis Trust Co 0.67% No change 209,682 $5.9M
Nepc LLC 0.11% Add +0.2% 75,763 $5.8M
Yanni & Associates Investment Advisors, LLC 5.39% Add +0.2% 75,726 $5.8M
Trust Co. of Oklahoma 1.49% Add +3.6% 75,402 $5.8M
Private Trust Co. NA 0.46% Reduce -1.7% 74,790 $5.8M
Betterment LLC 0.01% Add +3.3% 74,404 $5.7M
Blueprint Investment Partners LLC 0.48% Reduce -11.2% 74,344 $5.7M
Blueprint Financial Advisors LLC 0.64% Reduce -0.2% 74,249 $5.7M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -0.1% 74,159 $5.7M
Colonial Trust Co / SC 0.72% Reduce -13.9% 73,858 $5.7M
Flywheel Private Wealth LLC 2.80% Reduce -2.2% 73,749 $5.7M
Councilor Wealth, LLC 2.29% Reduce -1.6% 73,402 $5.7M
Capital Financial Group Inc\co\ 2.96% Reduce -2.4% 73,283 $5.7M
Trivium Point Advisory, LLC 0.51% Reduce -1.5% 73,250 $5.6M
Birchcreek Wealth Management, LLC 2.18% Reduce -0.1% 72,710 $5.6M
Vilga Financial Planning LLC 4.24% Reduce -0.7% 72,558 $5.6M
Lanark Financial, Inc. 0.38% Add +2.9% 72,054 $5.6M
One Day In July LLC 0.39% Reduce -0.8% 71,942 $5.5M
State of Wisconsin Investment Board 0.01% Reduce -40.2% 71,791 $5.5M
Quattro Financial Advisors LLC 1.17% Add +0.5% 71,014 $5.5M
Grey Fox Wealth Advisors, LLC 0.86% Add +2.2% 70,774 $5.5M
Welch & Forbes LLC 0.07% Reduce -10.1% 70,729 $5.5M
Okabena Investment Services Inc. 0.97% Add +9.7% 70,449 $5.4M
Armor Investment Advisors, LLC 1.74% Reduce -8.3% 70,435 $5.4M
Mather Group, Llc. 0.05% Reduce -4.7% 69,791 $5.4M
Breakwater Capital Group 0.64% Add +3.5% 69,519 $5.4M
Cranbrook Wealth Management, LLC 1.00% Reduce -3.3% 69,186 $5.3M
BSW Wealth Partners 0.59% Reduce -2.2% 69,167 $5.3M
Founders Financial Securities LLC 0.27% Add +4.0% 68,608 $5.3M
J. Safra Sarasin Holding AG 0.08% No change 78,160 $5.3M
RDA Financial Network 1.15% Add +1.6% 68,383 $5.3M
Beacon Bank & Trust 1.00% Add +19.1% 67,857 $5.2M
Cozad Asset Management Inc. 0.34% No change 67,817 $5.2M
Advyzon Investment Management, LLC 0.38% Add +24.0% 67,671 $5.2M
Capital Advisors Inc. 0.08% Reduce -0.8% 67,635 $5.2M
Tenzing Financial LLC 3.57% Add +0.3% 68,102 $5.2M
First Merchants Corp. 0.18% Reduce -13.4% 67,462 $5.2M
Pacific Financial Group Inc. 2.48% Reduce -0.9% 67,032 $5.2M
Sterling Financial Planning, Inc. 1.40% Reduce -3.2% 66,771 $5.1M
North Dallas Bank & Trust Co. 3.05% Add +11.5% 66,747 $5.1M
Forza Wealth Management, LLC 1.57% No change 66,452 $5.1M
ETF Store, Inc. 4.26% Add +1.9% 66,116 $5.1M
Rossby Financial, LCC 0.93% Add +2.8% 65,845 $5.1M
Aureum Wealth Management, LLC 3.14% Add +2.8% 65,778 $5.1M
Ticino Wealth 1.59% Add +21.9% 65,404 $5.0M
Parsons Capital Management Inc. 0.23% Reduce -0.6% 64,961 $5.0M
Jeter Robert S II 4.80% Add +1.8% 66,156 $5.0M
Kingswood Wealth Advisors, LLC 0.20% Add +3.9% 64,877 $5.0M
Fifth Third Securities, Inc. 0.28% Reduce -19.4% 64,806 $5.0M
Novem Group 0.51% Reduce -1.1% 64,790 $5.0M
Strategic Blueprint, LLC 0.25% Add +0.5% 64,764 $5.0M
PFG Private Wealth Management, LLC 2.16% Reduce -12.2% 64,756 $5.0M
Moller Wealth Partners 0.90% Reduce -3.0% 64,747 $5.0M
CVA Family Office, LLC 0.45% Add +0.1% 64,497 $5.0M
Madson Wealth Advisors Inc 3.37% Add +12.4% 64,300 $5.0M
Silvia McColl Wealth Management, LLC 2.98% Add +1.7% 64,243 $5.0M
Benjamin Edwards Inc. 0.05% Reduce -4.8% 64,129 $4.9M
McCarter Private Wealth Services LLC 1.71% Reduce -7.9% 64,109 $4.9M
USAdvisors Wealth Management, LLC 1.41% Reduce -5.3% 64,008 $4.9M
Bricktown Capital, LLC 0.89% No change 63,970 $4.9M
Horizon Investments, LLC 0.05% Reduce -47.9% 63,860 $4.9M
Astra Wealth Partners LLC 2.74% Add +2.1% 63,738 $4.9M
NerdWallet Wealth Partners, LLC 1.69% Add +24.3% 63,507 $4.9M
Summit Trail Advisors, LLC 0.06% Add +7.1% 63,425 $4.9M
Modern Wealth Management, LLC 0.06% Add +112.0% 63,076 $4.9M
HighMark Wealth Management LLC 1.61% Add +2.8% 62,399 $4.8M
MidAtlantic Capital Management, Inc. 2.99% Reduce -1.6% 62,312 $4.8M
NBT Bank, N.A. 0.32% Reduce -0.8% 62,246 $4.8M
STAR Financial Bank 1.95% Add +14.7% 62,136 $4.8M
Capital Group Private Client Services, Inc. 0.07% Add +3.4% 62,079 $4.8M
LaSalle St. Investment Advisors, LLC 0.58% Add +294.0% 61,835 $4.8M
Kickstand Ventures, Llc. 0.87% Reduce -2.4% 61,747 $4.8M
Syntax Research, Inc. 3.47% Reduce -4.4% 61,492 $4.7M
CRA Financial Services, LLC 0.55% Reduce -4.7% 61,395 $4.7M
Inman Jager Wealth Management, LLC 2.51% Reduce -0.1% 61,243 $4.7M
Joel Isaacson & Co., LLC 0.14% Reduce -1.4% 61,070 $4.7M
Alhambra Investment Management LLC 2.05% Reduce -7.2% 61,036 $4.7M
Sachetta, LLC 2.29% Add +4.8% 60,983 $4.7M
Financial Solutions Advisory Group, Inc. 0.59% Reduce -0.9% 61,936 $4.7M
Cadia Private Client LLC 3.35% Reduce -3.2% 60,529 $4.7M
ProVise Management Group, LLC 0.31% Reduce -2.2% 60,362 $4.7M
Greykasell Wealth Strategies, Inc. 1.69% Add +0.8% 60,353 $4.7M
Claro Advisors Inc. 0.48% Add +4.6% 59,933 $4.6M
River Wealth Advisors LLC 0.48% Reduce -1.9% 59,871 $4.6M
Kera Capital Partners, Inc. 0.44% Add +0.5% 59,829 $4.6M
Private Capital Management, LLC 0.42% Add +10.7% 59,827 $4.6M
Hudson Oak Wealth Advisory LLC 3.55% Reduce -1.4% 59,757 $4.6M
Rothschild Capital Partners, LLC 0.98% Add +5.5% 59,132 $4.6M
Headinvest, LLC 0.85% Add +5.6% 59,066 $4.6M
Legacy Private Trust Co. 0.25% Reduce -3.5% 58,864 $4.5M
LVZ, Inc. 0.46% Add +41.0% 58,601 $4.5M
Stratos Wealth Advisors, LLC 0.25% Add +0.2% 58,000 $4.5M
Fluent Financial, LLC 1.60% Add +1.8% 57,975 $4.5M
Capital Advisor Network LLC 5.59% Add +1.9% 57,930 $4.5M
Ames National Corp. 2.46% Add +0.1% 57,891 $4.5M
Clay Northam Wealth Management, LLC 2.19% Add +1.3% 57,730 $4.5M
Wellspring Financial Advisors, LLC 0.29% Add +0.0% 1,284,848 $4.4M
Dakota Wealth Management 0.08% Add +1.8% 57,324 $4.4M
Providence Capital Advisors, LLC 0.67% Add +4.7% 57,128 $4.4M
McGlone Suttner Wealth Management, Inc. 0.52% Reduce -2.0% 56,976 $4.4M
Clarendon Private LLC 2.82% Add +9.9% 56,968 $4.4M
Provenance Wealth Advisors, LLC 0.42% Reduce -22.5% 56,949 $4.4M
Layline Advisors, LLC 3.93% Add +16.9% 56,880 $4.4M
Verus Financial Partners, Inc. 0.37% Reduce -0.5% 56,758 $4.4M
GenTrust, LLC 0.17% Reduce -6.9% 56,542 $4.4M
Nilsine Partners, LLC 0.30% Reduce -0.2% 56,534 $4.4M
Jefferies Financial Group Inc. 0.04% Add +55.8% 56,502 $4.4M
Palisade Capital Management, LP 0.21% Add +2.0% 56,403 $4.3M
HM Payson & Co. 0.06% Add +2.5% 56,008 $4.3M
Stelac Advisory Services LLC 0.80% Reduce -0.6% 55,743 $4.3M
HUB Investment Partners, LLC 0.08% Add +202.3% 55,715 $4.3M
LBMC Investment Advisors, LLC 0.23% Add +3.6% 55,708 $4.3M
BBR Partners, LLC 0.20% New 55,688 $4.3M
Susquehanna International Group, LLP 0.00% Reduce -26.6% 55,473 $4.3M
Benchmark Financial Wealth Advisors, LLC 1.05% Reduce -1.0% 55,196 $4.3M
Canandaigua National Bank & Trust Co. 0.36% — 55,195 $4.3M
GEM Asset Management, LLC 1.68% Add +0.2% 55,153 $4.3M
Awm Capital, LLC 0.34% Add +0.1% 55,080 $4.2M
Tudor Investment Corporation 0.02% New 55,060 $4.2M
Balanced Wealth Group LLC 1.34% Reduce -8.2% 55,043 $4.2M
Petros Family Wealth, LLC 2.59% Add +5.7% 54,924 $4.2M
Aua Capital Management, LLC 1.96% Reduce -0.5% 54,876 $4.2M
Cahill Financial Advisors Inc. 0.40% Reduce -2.2% 54,692 $4.2M
Bryn Mawr Trust Advisors, LLC 0.18% Add +19.9% 54,649 $4.2M
Element Wealth, LLC 1.58% Reduce -1.5% 54,411 $4.2M
Counterweight Ventures, LLC 2.09% Reduce -0.7% 54,372 $4.2M
Vericrest Private Wealth 3.73% Reduce -6.3% 54,352 $4.2M
Heritage Investors Management Corp. 0.12% Add +1.8% 54,346 $4.2M
Rebalance, LLC 0.22% Reduce -10.3% 54,270 $4.2M
EverSource Wealth Advisors, LLC 0.14% Add +6.5% 54,089 $4.2M
Financial Strategies Group, Inc. 0.66% Reduce -0.9% 54,944 $4.2M
Agf Management Ltd. 0.02% Reduce -0.2% 53,830 $4.2M
Alpha Capital Advisors Inc. 3.55% Add +0.8% 53,348 $4.1M
SigFig Wealth Management, LLC 0.11% Reduce -4.8% 53,698 $4.1M
Boston Family Office LLC 0.25% Reduce -5.0% 53,019 $4.1M
John A. Wolfe & Associates, Inc. 5.63% Reduce -0.8% 52,987 $4.1M
Gradient Investments LLC 0.06% Add +1.7% 52,979 $4.1M
Arlington Trust Co LLC 0.34% Add +0.1% 52,818 $4.1M
KPP Advisory Services LLC 0.51% Reduce -2.7% 52,526 $4.1M
Marshall Wace, LLP 0.00% New 52,200 $4.0M
QRG Capital Management, Inc. 0.03% Add +40.5% 52,002 $4.0M
Capital Squared Financial LLC 2.62% Reduce -0.8% 52,001 $4.0M
Pension & Wealth Management Advisors, Inc. 1.08% Reduce -0.8% 51,864 $4.0M
Afg Fiduciary Services Limited Partnership 3.13% Reduce -49.6% 52,204 $4.0M
Variant Private Wealth, LLC 4.47% Reduce -3.4% 51,504 $4.0M
360 Financial, Inc. 1.00% Reduce -3.6% 51,283 $4.0M
Camden National Bank 0.51% Reduce -3.2% 50,871 $3.9M
Prosperity Consulting Group, LLC 0.15% Reduce -6.3% 50,616 $3.9M
ForthRight Wealth Management, LLC 1.00% Reduce -0.9% 50,455 $3.9M
Verdence Capital Advisors LLC 0.20% Reduce -3.8% 50,315 $3.9M
Global Trust Wealth Management LLC 2.67% Reduce -36.8% 50,293 $3.9M
Cornerstone Advisors Asset Management, LLC 0.51% Reduce -0.5% 50,192 $3.9M
Genesis Private Wealth, LLC 1.08% Add +25.4% 50,031 $3.9M
Boston Research & Management Inc. 0.86% Reduce -1.0% 49,967 $3.9M
Sowell Financial Services LLC 0.13% Add +0.3% 49,869 $3.8M
High Net Worth Advisory Group LLC 0.81% Reduce -7.1% 49,637 $3.8M
Crumly & Associates Inc. 0.73% Reduce -1.0% 49,193 $3.8M
Nolet Wealth Management, LLC 2.09% No change 49,119 $3.8M
LOM Asset Management Ltd 0.97% Reduce -12.7% 48,714 $3.8M
Center for Financial Planning, Inc. 0.35% Reduce -1.7% 48,654 $3.8M
Wrapmanager Inc. 1.17% Add +1.8% 48,601 $3.7M
Advisory Solutions Group, LLC 1.28% — 48,454 $3.7M
Caprock Group, LLC 0.07% Reduce -9.3% 48,396 $3.7M
General Partner, Inc. 2.00% No change 48,296 $3.7M
Huntington National Bank 0.02% Add +0.4% 48,180 $3.7M
Pitti Group Wealth Management, LLC 2.70% Add +8.9% 48,078 $3.7M
Oakworth Capital, Inc. 0.18% Add +1.1% 48,178 $3.7M
Y-Intercept (Hong Kong) Ltd 0.07% Add +328.2% 47,976 $3.7M
Moors & Cabot, Inc. 0.14% Add +16.8% 47,624 $3.7M
Richard W. Paul & Associates, LLC 1.12% Reduce -0.2% 47,623 $3.7M
Quadcap Wealth Management, LLC 0.36% Reduce -0.5% 47,528 $3.7M
First Manhattan Co. Llc. 0.01% Add +99.0% 47,441 $3.7M
Premier Path Wealth Partners, LLC 0.42% Add +18.1% 47,431 $3.7M
Securian Asset Management, Inc. 0.13% Reduce -2.2% 48,410 $3.7M
TRUE Private Wealth Advisors 0.32% Reduce -3.3% 47,363 $3.7M
LPWM LLC 0.81% Add +5.2% 47,307 $3.6M
Ausdal Financial Partners, Inc. 0.14% Add +7.2% 47,125 $3.6M
Novak & Powell Financial Services, Inc. 1.71% Add +6.4% 46,313 $3.6M
MOR Wealth Management, LLC 1.44% Reduce -5.6% 46,833 $3.6M
C2C Wealth Management, LLC 2.82% Reduce -4.6% 46,623 $3.6M
Wedbush Securities Inc. 0.09% Reduce -1.2% 46,568 $3.6M
Biltmore Family Office, LLC 0.47% Reduce -3.7% 46,562 $3.6M
TRB Wealth Management, LLC 0.48% Reduce -2.1% 46,428 $3.6M
Intrua Financial, LLC 0.34% Reduce -8.2% 46,423 $3.6M
Stephens Inc. 0.04% Reduce -1.0% 46,408 $3.6M
Hilltop Partners LLC 0.86% Reduce -47.6% 46,157 $3.6M
Bank of New Hampshire 0.74% Reduce -6.8% 46,050 $3.6M
Brown Miller Wealth Management, LLC 0.89% Reduce -1.3% 45,894 $3.5M
Galvin, Gaustad & Stein, LLC 0.26% Reduce -81.8% 45,749 $3.5M
Hills Bank & Trust Co 0.15% Add +64.7% 45,428 $3.5M
RFG Advisory, LLC 0.05% Reduce -0.2% 45,390 $3.5M
Ensign Peak Advisors, Inc 0.01% No change 45,369 $3.5M
Perennial Investment Advisors, LLC 0.23% Add +1.4% 45,021 $3.5M
Clear Creek Financial Management, LLC 0.22% Add +8.8% 44,901 $3.5M
Townsend Asset Management Corp. /NC/ 1.11% Reduce -0.7% 44,729 $3.4M
Cushing Capital Partners, LLC 2.37% Add +4.6% 44,649 $3.4M
Meridian Wealth Advisors, LLC 0.39% Add +4.8% 44,528 $3.4M
Embree Financial Group 0.34% Reduce -8.6% 44,511 $3.4M
Johnson Financial Group, LLC 0.18% Add +1326.2% 44,327 $3.4M
Two Sigma Securities, LLC 0.29% New 44,139 $3.4M
Pacific Park Financial, Inc. 1.97% Reduce -10.1% 44,099 $3.4M
Assetmark, Inc. 0.01% Add +8.9% 43,890 $3.4M
Missouri Trust & Investment Co 0.92% Add +0.5% 44,855 $3.4M
Taylor Financial Group, Inc. 1.85% Add +2.3% 43,735 $3.4M
Forefront Wealth Partners, LLC 1.04% Reduce -0.2% 43,714 $3.4M
Brightwater Advisory LLC 2.13% Reduce -2.5% 43,656 $3.4M
Nicolet Bankshares Inc. 0.11% Add +0.2% 43,592 $3.4M
Steigerwald, Gordon & Koch Inc. 0.33% Reduce -1.8% 43,483 $3.4M
SOA Wealth Advisors, LLC. 0.56% Reduce -8.7% 43,413 $3.3M
SWP Financial LLC 1.54% Reduce -1.7% 43,278 $3.3M
Koshinski Asset Management, Inc. 0.18% Reduce -4.7% 43,070 $3.3M
Novare Capital Management LLC 0.24% Reduce -6.7% 42,969 $3.3M
Joel Adams & Associates, Inc. 2.13% Reduce -6.2% 42,959 $3.3M
GAMMA Investing LLC 0.12% Add +4.1% 42,948 $3.3M
Capital Advisors, Ltd. LLC 0.33% Add +5.0% 42,828 $3.3M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -10.6% 43,070 $3.3M
Mechanics Bank Trust Department 0.41% Add +26.4% 42,685 $3.3M
Rik Saylor Financial, Inc. 2.17% Add +5.1% 42,387 $3.3M
Vista Investment Management 0.99% Reduce -1.4% 42,348 $3.3M
XML Financial, LLC 0.24% Add +3.4% 42,319 $3.3M
Delta Financial Advisors LLC 0.77% Reduce -3.5% 42,155 $3.3M
Sapient Capital LLC 0.04% Add +13.0% 42,052 $3.2M
Flagstar Securities, Inc. 0.97% Reduce -5.1% 41,841 $3.2M
Geneos Wealth Management Inc. 0.07% Reduce -2.5% 41,724 $3.2M
Wetzel Investment Advisors, Inc. 1.12% Reduce -8.1% 41,651 $3.2M
NorthLanding Financial Partners, LLC 2.22% Add +1.5% 41,609 $3.2M
Keystone Financial Group 0.19% Add +76.9% 41,435 $3.2M
Ballew Advisors, Inc 1.65% Reduce -0.0% 41,899 $3.2M
Ascent Wealth Partners, LLC 0.32% Reduce -1.3% 41,221 $3.2M
Forum Private Client Group LLC 0.95% Reduce -21.9% 41,215 $3.2M
Ellevest, Inc. 0.37% Reduce -2.3% 41,000 $3.2M
Colony Family Offices, LLC 0.69% No change 40,862 $3.2M
LVW Advisors, LLC 0.27% Add +358.2% 40,862 $3.2M
First Heartland Consultants, Inc. 0.20% Add +8.3% 40,496 $3.1M
Fourth Dimension Wealth, LLC 0.98% Reduce -0.6% 40,318 $3.1M
Operose Advisors LLC 0.60% Add +2.1% 40,318 $3.1M
Summit Investment Advisory Services, LLC 0.78% Reduce -3.2% 40,261 $3.1M
Chilton Investment Co. Inc. 0.07% Add +31.6% 40,215 $3.1M
Adirondack Capital Advisors, LLC 1.65% Reduce -5.9% 40,003 $3.1M
Golden State Wealth Management, LLC 0.28% Reduce -15.7% 39,821 $3.1M
Cambiar Investors LLC 0.13% Reduce -36.1% 39,761 $3.1M
Maloon Powers Pitre Higgins & Dennehy, LLC 1.05% — 39,661 $3.1M
Adkins Seale Capital Management LLC 2.72% Reduce -0.3% 39,659 $3.1M
Coppell Advisory Solutions LLC 0.25% New 57,357 $3.1M
Coastal Bridge Advisors, LLC 0.19% Reduce -2.3% 39,546 $3.0M
Bridgewater Advisors Inc. 0.17% Add +488.9% 40,037 $3.0M
Rockwood Wealth Management, LLC 0.19% Add +4.6% 39,429 $3.0M
Parkside Financial Bank & Trust 0.21% Reduce -2.0% 39,353 $3.0M
Bienville Capital Management, LLC 0.44% New 39,210 $3.0M
Sandhill Capital Partners LLC 0.25% Add +145.2% 39,100 $3.0M
Silver Oak Securities, Incorporated 0.18% Reduce -4.0% 39,022 $3.0M
KCM Investment Advisors LLC 0.09% Reduce -1.9% 38,995 $3.0M
Wealth Group Ltd 0.57% Reduce -0.4% 38,912 $3.0M
Wealth Alliance, LLC 0.25% Reduce -19.1% 38,780 $3.0M
Diversified Portfolios, Inc. 0.22% Reduce -1.1% 38,712 $3.0M
Massachusetts Financial Services Co. 0.00% Reduce -72.0% 38,694 $3.0M
Smartleaf Asset Management LLC 0.10% No change 38,957 $3.0M
UNIVEST FINANCIAL Corp 0.15% Reduce -5.0% 38,610 $3.0M
GW&K Investment Management, LLC 0.02% Add +4.6% 38,573 $3.0M
SouthState Bank Corp 0.12% Add +7.3% 38,525 $3.0M
Cosner Financial Group, LLC 1.52% Reduce -0.2% 38,407 $3.0M
New England Private Wealth Advisors LLC 0.28% Add +2.6% 38,932 $2.9M
Buck Wealth Strategies, LLC 0.31% New 38,158 $2.9M
Nuveen, LLC 0.00% New 37,971 $2.9M
Corsicana & Co. 1.41% Add +13.9% 37,774 $2.9M
Advus Financial Partners, LLC 0.66% Reduce -1.6% 37,774 $2.9M
Arbor Trust Wealth Advisors, LLC 1.17% Reduce -3.7% 37,771 $2.9M
CoreFirst Bank & Trust 1.44% Add +0.7% 37,596 $2.9M
Range Advisory, LLC 0.34% Add +1.5% 37,578 $2.9M
Amara Financial, Llc. 1.73% Reduce -5.8% 37,559 $2.9M
Towerpoint Wealth, LLC 1.00% Reduce -0.4% 37,511 $2.9M
Patten Group, Inc. 0.45% Add +1.7% 37,174 $2.9M
Vaquero Private Wealth, Ltd. 0.59% — 37,169 $2.9M
Astoria Strategic Wealth, Inc. 0.65% Reduce -0.2% 36,942 $2.8M
Gilbert & Cook, Inc. 0.33% Reduce -2.0% 36,887 $2.8M
Laurel Oak Wealth Management, LLC 0.41% Reduce -0.8% 36,839 $2.8M
Basso Capital Management, L.P. 0.70% Add +194.4% 36,811 $2.8M
TritonPoint Partners, LLC 0.23% Add +72.7% 36,745 $2.8M
Indivisible Partners 0.16% Add +226.9% 36,725 $2.8M
Spirepoint Private Client, LLC 0.23% Add +1.5% 36,677 $2.8M
Oxford Financial Group, LTD. LLC 0.14% Reduce -5.0% 36,482 $2.8M
Baker Avenue Asset Management, LP 0.05% Add +13.3% 36,479 $2.8M
SVB Wealth LLC 0.18% Reduce -2.1% 36,392 $2.8M
Stock Yards Bank & Trust Co. 0.08% Reduce -5.8% 36,215 $2.8M
Bensler, LLC 0.25% Add +0.8% 36,185 $2.8M
Lakeshore Financial Planning, Inc. 0.90% Add +0.0% 36,084 $2.8M
Beto Financial Group, LLC 1.46% Reduce -19.0% 37,078 $2.8M
HBK Sorce Advisory LLC 0.05% Reduce -2.5% 35,978 $2.8M
Tru Independence Asset Management 2, LLC 1.50% Add +7.2% 35,921 $2.8M
FAS Wealth Partners, Inc. 0.14% Add +0.3% 35,724 $2.8M
Confluence Wealth Services, Inc. 0.08% Add +5.0% 35,727 $2.8M
Sherman Asset Management, Inc. 2.13% No change 35,646 $2.7M
FLC Capital Advisors 0.45% Reduce -8.9% 35,607 $2.7M
Daymark Wealth Partners, LLC 0.07% Add +0.7% 35,601 $2.7M
Antonelli Financial Advisors, LLC 1.88% Reduce -0.9% 35,534 $2.7M
Opinicus Capital, Inc. 1.46% Reduce -6.5% 35,326 $2.7M
NorthRock Partners, LLC 0.04% Reduce -11.9% 35,138 $2.7M
Broadview Financial Management, LLC 1.65% Reduce -1.3% 35,110 $2.7M
Tiemann Investment Advisors, LLC 0.98% Reduce -0.7% 35,044 $2.7M
Tranquility Partners, LLC 0.93% Add +3.9% 34,924 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +1.8% 34,884 $2.7M
Fairman Group, LLC 2.11% Reduce -8.9% 34,770 $2.7M
Ballast Rock Private Wealth LLC 1.24% Add +88.8% 34,738 $2.7M
Cordgrass Capital Advisors, LLC 1.00% Add +11.8% 34,677 $2.7M
Willis Johnson & Associates, Inc. 0.15% Reduce -17.0% 34,425 $2.7M
WorthPointe, LLC 0.67% Add +0.8% 34,409 $2.7M
GeoWealth Management, LLC 0.08% Reduce -2.9% 34,383 $2.7M
MY Wealth Management Inc. 1.86% Reduce -9.9% 34,272 $2.6M
Schmidt P J Investment Management Inc. 0.41% Add +1.6% 34,218 $2.6M
Factor Wealth Management LTD 0.40% Reduce -17.4% 34,217 $2.6M
Freestone Capital Holdings, LLC 0.07% Add +6.8% 34,208 $2.6M
Trinity Financial Advisors LLC 0.68% Reduce -2.7% 34,090 $2.6M
WFA of San Diego, LLC 2.14% Reduce -0.7% 33,288 $2.6M
Marble Wealth, LLC 0.40% Reduce -2.2% 33,830 $2.6M
Gerald Baker Financial Group LLC 0.74% Reduce -0.5% 33,743 $2.6M
Polaris Investment Advisors, LLC 1.67% No change 33,729 $2.6M
Patriot Financial Group Insurance Agency, LLC 0.27% Reduce -50.0% 33,696 $2.6M
Fiducient Advisors LLC 0.37% Add +0.1% 33,655 $2.6M
Cambria Investment Management, L.P. 0.13% Add +105.2% 33,639 $2.6M
COFG Advisors, LLC 0.45% Add +74.1% 33,517 $2.6M
Brady Family Wealth, LLC 0.74% Reduce -2.5% 33,225 $2.6M
North Star Asset Management Inc. 0.10% Add +15.8% 33,177 $2.6M
Higgins & Schmidt Wealth Strategies LLC 1.06% Reduce -1.3% 33,159 $2.6M
Hirtle & Co., LLC 0.09% No change 33,019 $2.5M
SeaBridge Investment Advisors LLC 0.37% No change 33,000 $2.5M
Greenspring Advisors, LLC 0.14% Reduce -1.2% 32,894 $2.5M
Exchange Bank 1.58% Reduce -0.2% 32,861 $2.5M
Carnegie Investment Counsel 0.05% Reduce -24.4% 32,801 $2.5M
Bison Wealth, LLC 0.23% Add +77.0% 33,035 $2.5M
Arsenal Capital Advisors LLC 1.48% Add +28.6% 32,612 $2.5M
OFS Enterprise LLC 0.64% Add +0.1% 32,604 $2.5M
GW Henssler & Associates Ltd. 0.11% Reduce -13.7% 32,449 $2.5M
IFC Advisors LLC 0.32% Add +0.1% 32,434 $2.5M
Bedel Financial Consulting, Inc. 0.24% Reduce -3.2% 32,421 $2.5M
Lyell Wealth Management, LP 0.15% No change 32,385 $2.5M
Foundations Investment Advisors, LLC 0.03% Add +4.4% 32,186 $2.5M
LCNB Corp. 0.76% Reduce -0.5% 32,148 $2.5M
Rialto Wealth Management, LLC 0.49% Add +0.0% 32,096 $2.5M
Zhang Financial LLC 0.07% Add +6.2% 31,796 $2.5M
Arcadia Investment Advisors LLC 1.03% Reduce -2.4% 31,756 $2.4M
Fort Point Capital Partners LLC 0.26% Reduce -3.0% 31,687 $2.4M
St. Clair Advisors, LLC 0.63% Reduce -0.4% 31,549 $2.4M
Thoroughbred Financial Services, LLC 0.12% Add +1.1% 31,550 $2.4M
Garden State Investment Advisory Services LLC 0.48% Reduce -67.3% 31,479 $2.4M
Sageworth Trust Co 0.10% No change 31,440 $2.4M
Clifford Swan Investment Counsel LLC 0.08% Reduce -2.7% 31,420 $2.4M
Orrstown Financial Services Inc. 0.36% Add +5.7% 31,287 $2.4M
Selby Wealth Management, LLC 0.85% Reduce -2.2% 31,222 $2.4M
HCR Wealth Advisors 0.22% No change 31,210 $2.4M
Azimuth Capital Investment Management LLC 0.08% No change 31,060 $2.4M
Kohmann Bosshard Financial Services, LLC 0.20% No change 31,039 $2.4M
Finward Bancorp 1.81% Add +8.9% 31,036 $2.4M
Harbour Capital Advisors, LLC 0.44% Add +2.3% 31,605 $2.4M
CWA Asset Management Group, LLC 0.07% Add +1.2% 30,996 $2.4M
Axis Wealth Partners, LLC 1.15% Reduce -2.4% 30,969 $2.4M
Capital City Trust Co. 0.50% Reduce -0.8% 30,968 $2.4M
Pps&v Asset Management Consultants, Inc. 1.29% Add +0.2% 30,950 $2.4M
Scarborough Advisors, LLC 0.27% Reduce -71.8% 31,363 $2.4M
Dearborn Partners LLC 0.14% Add +27.3% 30,926 $2.4M
T. Rowe Price Associates Inc. 0.00% Reduce -0.3% 30,731 $2.4M
ERn Financial, LLC 0.39% Add +2.5% 30,721 $2.4M
Philadelphia Trust Co. 0.15% No change 30,475 $2.4M
Sfm, LLC 1.20% Reduce -3.5% 30,393 $2.3M
Burling Wealth Partners, LLC 0.34% Add +12.4% 30,353 $2.3M
Sentinel Trust Co. Lba 0.21% Reduce -20.6% 30,260 $2.3M
Black Diamond Financial, LLC 0.21% Add +307.4% 30,161 $2.3M
Symphony Financial, Ltd. Co. 0.25% Add +2.0% 30,242 $2.3M
Invesco Ltd. 0.00% Add +18.5% 30,120 $2.3M
StoneX Group Inc. 0.09% Reduce -6.6% 30,090 $2.3M
Second Line Capital, LLC 0.43% Add +2.7% 30,005 $2.3M
Continuum Advisory, LLC 0.19% Reduce -7.0% 29,960 $2.3M
Independent Advisor Alliance 0.05% Reduce -95.0% 29,950 $2.3M
Dale Q Rice Investment Management Ltd 1.25% Reduce -3.4% 29,934 $2.3M
Maple Capital Management, Inc. 0.14% Reduce -5.6% 29,924 $2.3M
Apex Wealth Management, LLC 1.40% Add +2.6% 29,810 $2.3M
Deutsche Bank AG 0.00% No change 29,574 $2.3M
Berkshire Asset Management LLC 0.09% Add +2.9% 29,456 $2.3M
Forte Asset Management LLC 0.93% Add +0.7% 29,439 $2.3M
Integrity Alliance, Llc. 0.07% Add +6.2% 29,389 $2.3M
Almanack Investment Partners, LLC. 0.29% New 29,355 $2.3M
Newport Capital Group, LLC 1.27% Add +2.4% 29,273 $2.3M
Washburn Capital Management, Inc. 1.11% Reduce -5.9% 29,162 $2.2M
Argentarii, LLC 0.68% Reduce -0.3% 28,820 $2.2M
Empower Advisory Group, LLC 0.01% Add +6.4% 29,062 $2.2M
Glass Jacobson Investment Advisors llc 0.70% Add +0.9% 29,008 $2.2M
Trust Point Inc. 0.19% Reduce -2.6% 28,983 $2.2M
Mullaney, Keating & Wright, Inc. 1.07% Add +3.6% 28,625 $2.2M
Wolff Wiese Magana LLC 1.01% Add +7.9% 28,614 $2.2M
Teachers Insurance & Annuity Association of America 2.43% No change 28,519 $2.2M
SpringVest Wealth Management LLC 1.38% Reduce -6.1% 28,470 $2.2M
Citizens Business Bank 0.33% Add +3.8% 28,421 $2.2M
Heritage Wealth Management, Inc./Texas 0.84% Reduce -11.3% 28,408 $2.2M
Capital Management Associates, Inc 0.44% Reduce -0.1% 28,275 $2.2M
MFA Wealth Services 1.30% Add +0.2% 28,273 $2.2M
Atwater Malick LLC 0.47% New 28,255 $2.2M
Huntleigh Advisors, Inc. 0.30% Add +0.2% 28,151 $2.2M
Calamos Wealth Management LLC 0.07% Reduce -0.1% 28,069 $2.2M
VeraBank, N.A. 0.36% Add +7.7% 28,017 $2.2M
Moneco Advisors, LLC 0.13% Add +5.7% 28,012 $2.2M
K.J. Harrison & Partners Inc 0.31% No change 28,000 $2.2M
Regatta Capital Group, LLC 0.29% Reduce -0.4% 27,893 $2.2M
WP Advisors, LLC 0.52% Add +0.3% 27,855 $2.1M
Amarillo National Bank 0.34% Add +1.5% 27,845 $2.1M
HTG Investment Advisors, Inc. 0.55% Reduce -15.9% 27,785 $2.1M
Alliance Wealth Advisors, LLC 0.86% Reduce -13.7% 27,776 $2.1M
Trustmark Bank Trust Department 0.13% Add +1.3% 27,770 $2.1M
JSF Financial, LLC 0.34% Reduce -4.4% 27,671 $2.1M
Sentinel Advisory Group, LLC 0.87% Reduce -1.0% 27,537 $2.1M
Guardian Wealth Advisors, LLC / NC 0.12% Add +9.0% 27,436 $2.1M
Financial Partners Group, Inc 0.21% Reduce -7.1% 27,119 $2.1M
Darden Wealth Group Inc 0.83% Reduce -4.1% 27,076 $2.1M
Corundum Group, Inc. 0.62% Reduce -2.2% 27,055 $2.1M
Enzi Wealth 0.66% Reduce -0.1% 27,574 $2.1M
1834 Investment Advisors Co. 0.24% Reduce -0.6% 26,979 $2.1M
Marco Investment Management LLC 0.14% No change 26,955 $2.1M
Vawter Financial, Ltd. 0.78% Add +0.3% 26,942 $2.1M
Compound Planning, Inc. 0.05% Reduce -1.1% 26,879 $2.1M
Cooper Financial Group 0.17% Reduce -9.4% 26,861 $2.1M
Investment Partners, LTD. 0.65% Reduce -2.4% 26,853 $2.1M
Weinberger Asset Management, Inc 0.66% Reduce -2.2% 27,470 $2.1M
Nordwand Advisors, LLC 0.32% Reduce -5.3% 26,796 $2.1M
International Assets Investment Management, LLC 0.12% Reduce -1.5% 26,998 $2.1M
Proactive Wealth Strategies LLC 0.33% Add +2.8% 26,580 $2.0M
Princeton Global Asset Management LLC 0.29% Add +3.9% 26,571 $2.0M
Wealth Effects LLC 0.55% Add +16.1% 26,570 $2.0M
Chapin Davis, Inc. 0.36% Reduce -1.8% 26,565 $2.0M
Aft, Forsyth & Company, Inc. 0.98% Reduce -3.1% 26,554 $2.0M
Ascent Group, LLC 0.06% Add +7.7% 26,467 $2.0M
Investment Advisory Services Inc. /TX 0.59% Reduce -0.4% 26,456 $2.0M
Mine & Arao Wealth Creation & Management, LLC. 0.74% Add +1.0% 26,303 $2.0M
Pacific Point Advisors, LLC 0.92% Add +19.7% 26,256 $2.0M
Orion Capital Management LLC 0.62% Reduce -3.7% 25,780 $2.0M
Valpey Financial Services, LLC 1.18% Reduce -1.9% 25,753 $2.0M
Richards, Merrill & Peterson, Inc. 0.63% Reduce -2.4% 25,735 $2.0M
BridgePort Financial Solutions, LLC 0.50% Add +61.5% 25,685 $2.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.80% Reduce -1.2% 25,616 $2.0M
Pursuit Wealth Strategies, LLC 2.56% Reduce -0.4% 25,576 $2.0M
Angeles Wealth Management, LLC 0.09% Add +36.2% 25,437 $2.0M
Kathmere Capital Management, LLC 0.10% Add +34.9% 25,410 $2.0M
Revolve Wealth Partners, LLC 0.20% Reduce -1.2% 25,391 $2.0M
LexAurum Advisors, LLC 0.23% Add +1.1% 25,226 $1.9M
Amplius Wealth Advisors, LLC 0.14% Add +0.0% 25,092 $1.9M
Noble Wealth Management PBC 0.88% Reduce -11.2% 25,081 $1.9M
CrossGen Wealth, LLC 1.50% Reduce -2.7% 25,077 $1.9M
Tortoise Investment Management, LLC 0.14% Reduce -2.8% 25,069 $1.9M
Tred Avon Family Wealth, LLC 0.59% Add +0.0% 25,004 $1.9M
Elwood & Goetz Wealth Advisory Group, LLC 0.28% Reduce -7.5% 24,921 $1.9M
Peterson Wealth Advisors, LLC 0.23% Reduce -5.8% 24,906 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -11.1% 24,885 $1.9M
Bearing Point Capital, LLC 0.26% No change 24,800 $1.9M
Atticus Wealth Management, LLC 0.45% Reduce -0.8% 24,737 $1.9M
PFG Investments, LLC 0.07% Add +20.0% 24,644 $1.9M
Pointe Capital Management LLC 0.85% Add +7.3% 24,617 $1.9M
Innealta Capital, LLC 1.01% Add +0.5% 24,567 $1.9M
Churchill Financial Advisors, LLC 0.36% Reduce -18.9% 24,546 $1.9M
SilverOak Wealth Management LLC 0.24% Add +0.8% 24,469 $1.9M
Arete Wealth Advisors, LLC 0.12% Reduce -1.3% 24,450 $1.9M
Element Pointe Advisors, LLC 0.30% No change 24,445 $1.9M
River's Edge Wealth Management, LLC 1.66% Reduce -5.3% 24,923 $1.9M
Endeavor Private Wealth, Inc. 0.46% Reduce -3.6% 24,414 $1.9M
Cora Capital Advisors LLC 0.53% Reduce -0.6% 24,396 $1.9M
MMBG Investment Advisors Co. 0.15% Reduce -1.1% 24,295 $1.9M
Severin Investments, LLC 1.41% Reduce -1.1% 24,194 $1.9M
Crusonia Wealth Advisors LLC 0.31% Add +117.2% 24,178 $1.9M
XY Planning Network, Inc. 0.23% Add +4.7% 24,175 $1.9M
Condor Capital Management 0.14% Reduce -4.3% 24,135 $1.9M
Texas Bank & Trust Co 0.61% Add +7.9% 24,134 $1.9M
Clear Harbor Asset Management, LLC 0.12% Add +1.7% 24,113 $1.9M
Cadinha & Co. LLC 0.28% Reduce -1.8% 24,079 $1.9M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -1.4% 24,048 $1.9M
Schneider Downs Wealth Management Advisors, LP 0.17% Reduce -0.0% 24,026 $1.9M
Duncker Streett & Co. Inc. 0.31% Reduce -0.5% 23,972 $1.8M
Ritholtz Wealth Management 0.03% Add +9.0% 23,960 $1.8M
21 West Wealth Management LLC 1.58% Reduce -0.1% 23,916 $1.8M
Taylor & Morgan Wealth Management, LLC 0.91% Reduce -1.1% 23,877 $1.8M
Invst, LLC 0.18% Reduce -9.6% 23,812 $1.8M
TBH Global Asset Management, LLC 0.34% Reduce -3.0% 23,789 $1.8M
American Wealth Advisors, LLC 1.72% Reduce -0.4% 23,781 $1.8M
Everpar Advisors LLC 0.52% Reduce -16.4% 23,769 $1.8M
BigSur Wealth Management LLC 0.44% No change 23,750 $1.8M
Gainplan LLC 0.72% Add +10.2% 23,720 $1.8M
GGM Financial LLC 0.69% Add +1.2% 23,640 $1.8M
Ignite Planners, LLC 0.25% Reduce -14.2% 23,524 $1.8M
Carrera Capital Advisors 0.27% Reduce -2.4% 23,431 $1.8M
Blankinship & Foster, LLC 0.36% Reduce -7.5% 23,405 $1.8M
Traynor Capital Management, Inc. 0.08% Add +7.8% 23,377 $1.8M
Baron Financial Group, LLC 0.86% Add +2.3% 23,337 $1.8M
Madden Advisory Services, Inc. 0.64% Reduce -0.7% 23,224 $1.8M
GDS Wealth Management 0.09% Add +5.3% 23,213 $1.8M
Cambient Family Office, LLC 0.22% Reduce -3.4% 23,096 $1.8M
S.A. Mason LLC 0.55% Add +2.2% 23,074 $1.8M
Fairvoy Private Wealth, LLC 0.36% Reduce -19.7% 23,052 $1.8M
Reynders McVeigh Capital Management, LLC 0.08% Reduce -0.4% 23,015 $1.8M
Octavia Wealth Advisors, LLC 0.15% Add +1.4% 22,978 $1.8M
Vanguard Personalized Indexing Management, LLC 0.01% Add +94.8% 22,961 $1.8M
71 West Capital Partners 0.06% Reduce -1.0% 22,933 $1.8M
KG Capital Management 1.05% Reduce -0.6% 22,862 $1.8M
Wilshire Advisors LLC 17.06% New 22,862 $1.8M
Orcam Financial Group 0.86% New 22,847 $1.8M
Culbertson A N & Co. Inc. 0.20% Reduce -0.7% 22,829 $1.8M
Glassman Wealth Services 0.21% Add +0.0% 22,813 $1.8M
Clark Capital Management Group, Inc. 0.01% Add +21.5% 22,757 $1.8M
SevenBridge Financial Group, LLC 0.26% Reduce -4.8% 22,522 $1.8M
Tepp RIA, LLC 1.19% Reduce -9.9% 22,674 $1.7M
Granite Islands Private Wealth, LLC 1.29% Add +10.4% 22,611 $1.7M
Procyon Advisors, LLC 0.07% Reduce -2.8% 22,415 $1.7M
KOM Wealth Management Group, LLC 1.04% Reduce -16.6% 22,414 $1.7M
International Private Wealth Advisors LLC 0.89% Reduce -1.5% 22,304 $1.7M
GS Investments, Inc. 1.23% Add +0.1% 22,146 $1.7M
Maxele Advisors, LLC 1.19% — 22,090 $1.7M
Saxon Interests, Inc. 0.47% Reduce -1.3% 22,062 $1.7M
DecisionMap Wealth Management, LLC 0.95% Add +7.3% 22,058 $1.7M
Insigneo Advisory Services, LLC 0.06% Add +30.3% 22,034 $1.7M
Dana Investment Advisors, Inc. 0.04% Add +0.4% 21,990 $1.7M
Godsey & Gibb, Inc. 0.14% Add +1.6% 21,937 $1.7M
Millennium Management 0.00% New 21,926 $1.7M
Miller Capital Partners, Inc. 0.66% Add +4.6% 21,714 $1.7M
Tempus Wealth Planning, LLC 0.32% Add +0.1% 21,523 $1.7M
Clearwater Capital Advisors, LLC 0.12% Reduce -2.5% 21,470 $1.7M
Samalin Investment Counsel, LLC 0.53% Add +82.0% 21,470 $1.7M
Texas Yale Capital Corp. 0.04% Add +8.9% 21,441 $1.7M
Tower Bridge Advisors 0.15% Add +131.9% 21,385 $1.6M
Trueblood Wealth Management, LLC 0.58% Add +9.8% 21,384 $1.6M
Gateway Wealth Partners, LLC 0.10% Reduce -51.9% 21,361 $1.6M
Strathmore Capital Advisors, Inc. 0.44% Reduce -6.0% 21,639 $1.6M
Kavar Capital Partners Group, LLC 0.20% No change 21,227 $1.6M
Clear Investment Research, LLC 2.55% Reduce -2.4% 21,225 $1.6M
MWA Asset Management 0.74% Reduce -2.5% 21,208 $1.6M
Stonebridge Financial Group, LLC 0.12% Add +3.1% 21,184 $1.6M
Pinnacle Financial Group, LLC / IL 0.40% Reduce -0.9% 21,138 $1.6M
First County Bank 0.77% Reduce -3.5% 21,119 $1.6M
Donor Advised Charitable Giving, Inc. 0.04% Reduce -1.4% 21,109 $1.6M
Moneywise, Inc. 0.61% Add +0.0% 21,100 $1.6M
Greenwich Wealth Management LLC 0.06% Add +2.4% 21,075 $1.6M
Lynch Investment Planning, LLC 1.25% Reduce -4.7% 21,060 $1.6M
Evensky & Katz LLC 0.08% Reduce -2.4% 21,050 $1.6M
Legacy Advisors, LLC 0.15% No change 21,044 $1.6M
Manhattan West Asset Management, LLC 0.27% Reduce -1.7% 21,003 $1.6M
Smith Thornton Advisors LLC 0.71% No change 21,505 $1.6M
Sei Investments Co. 0.00% Add +52.3% 20,931 $1.6M
Mma Asset Management LLC 0.51% Add +8.4% 20,850 $1.6M
Motive Wealth Advisors 0.66% No change 20,785 $1.6M
Portus Wealth Advisors, LLC 1.32% Add +1.9% 20,724 $1.6M
Landing Point Financial Group, LLC 0.54% Reduce -32.0% 20,693 $1.6M
Creekside Partners 0.58% Add +0.1% 20,662 $1.6M
Spinnaker Trust 0.08% Reduce -6.3% 20,652 $1.6M
IMA Advisory Services, Inc. 0.10% Add +79.1% 20,540 $1.6M
GWN Securities Inc. 0.26% Add +6.4% 20,405 $1.6M
Cypress Capital Group 0.15% Reduce -1.5% 20,361 $1.6M
Sage Capital Management, LLC 0.61% Add +0.2% 20,304 $1.6M
Fusion Family Wealth, LLC 0.10% Reduce -1.7% 20,303 $1.6M
Prudential Financial Inc. 0.00% Reduce -19.1% 20,300 $1.6M
SGL Investment Advisors, Inc. 0.54% Add +13.4% 20,153 $1.6M
626 Financial, LLC 0.61% Reduce -6.3% 20,229 $1.6M
Lincoln Capital LLC 0.28% Add +1.2% 20,222 $1.6M
Three Seasons Wealth, LLC 0.14% Reduce -5.0% 20,222 $1.6M
Essex Bank 0.34% Reduce -4.9% 20,182 $1.6M
Thompson Investment Management, Inc. 0.18% Add +5.0% 20,132 $1.6M
William Mack & Associates, Inc. 0.55% Add +6.9% 20,121 $1.6M
Armstrong Advisory Group, Inc. 0.09% Add +0.1% 20,077 $1.5M
Presper Financial Architects, LLC 0.81% Reduce -1.1% 20,073 $1.5M
Great Lakes Advisors, LLC 0.01% Reduce -0.8% 20,045 $1.5M
Fortis Group Advisors, LLC 0.25% Reduce -0.1% 19,917 $1.5M
Johnson & White Wealth Management, LLC 0.57% Add +5.9% 19,916 $1.5M
Invictus Private Wealth, LLC 0.08% Reduce -2.7% 19,902 $1.5M
Watershed Private Wealth LLC 0.43% Reduce -0.3% 19,873 $1.5M
Retirement Planning Group, LLC 0.04% Add +0.0% 19,854 $1.5M
ZWJ Investment Counsel Inc. 0.05% Add +38.2% 19,673 $1.5M
Arq Wealth Advisors, LLC 0.19% Reduce -7.0% 20,023 $1.5M
CGN Advisors LLC 0.11% Reduce -17.0% 19,506 $1.5M
Tudor Financial Inc. 0.67% Reduce -1.8% 19,467 $1.5M
First National Advisers, LLC 0.21% Add +2.4% 19,452 $1.5M
MW Advisory, LLC 0.60% — 19,431 $1.5M
Wealth Management Partners, LLC 0.35% Reduce -0.1% 19,407 $1.5M
TopTier Wealth Management, LLC 0.90% Add +41.6% 19,362 $1.5M
CWS Financial Advisors, LLC 0.33% Add +0.2% 19,339 $1.5M
Continuum Wealth Advisors, LLC 0.50% No change 19,298 $1.5M
Correct Capital Wealth Management 0.26% No change 19,225 $1.5M
Fell Capital Management 1.25% No change 19,205 $1.5M
Private Wealth Group, LLC 0.57% Add +12.2% 19,186 $1.5M
Bright Futures Wealth Management, LLC. 0.96% Add +0.2% 19,163 $1.5M
NCM Capital Management, LLC 0.45% Reduce -1.0% 19,139 $1.5M
Inspire Advisors, LLC 0.10% Add +136.9% 19,102 $1.5M
Tannin Capital LLC 0.97% Reduce -4.2% 19,070 $1.5M
First Foundation Advisors 0.05% No change 19,019 $1.5M
One Wealth Advisors, LLC 0.16% Reduce -5.7% 18,993 $1.5M
Ledyard National Bank 0.12% Reduce -1.8% 18,929 $1.5M
Gilpin Wealth Management, LLC 1.01% Add +1.2% 18,883 $1.5M
Pioneer Trust Bank N A 0.33% No change 18,700 $1.4M
Nikulski Financial, Inc. 0.31% Reduce -3.3% 18,659 $1.4M
Ethos Financial Group, LLC 0.10% Reduce -12.2% 18,814 $1.4M
Tritonpoint Wealth, LLC 0.14% Reduce -0.8% 18,624 $1.4M
Disciplined Investments, LLC 0.46% Reduce -7.2% 18,587 $1.4M
KWB Wealth 0.12% Reduce -4.2% 18,497 $1.4M
Latko Wealth Management, Ltd. 0.61% Add +1.9% 18,485 $1.4M
Cathy Pareto & Associates, Inc. 0.83% Add +2.7% 18,401 $1.4M
CBIZ Investment Advisory Services, LLC 0.05% No change 20,952 $1.4M
Salem Investment Counselors Inc. 0.04% Reduce -6.5% 18,345 $1.4M
JMG Financial Group, Ltd. 0.03% Add +2.5% 18,227 $1.4M
Keating Financial Advisory Services, Inc. 0.18% Add +41.6% 18,222 $1.4M
Squarepoint Ops LLC 0.00% New 18,202 $1.4M
Heck Capital Advisors, LLC 0.08% Reduce -0.1% 18,178 $1.4M
Bernard Wealth Management Corp. 0.52% Reduce -1.2% 18,136 $1.4M
Trust Co. of Toledo NA 0.12% Reduce -5.8% 18,048 $1.4M
Cardinal Point Capital Management ULC 0.08% Add +8.4% 18,002 $1.4M
Mann Financial Group, Inc. 1.16% Reduce -4.7% 17,932 $1.4M
Sunpointe, LLC 0.39% Reduce -51.0% 17,928 $1.4M
Empirical Asset Management, LLC 0.31% Add +0.2% 17,915 $1.4M
G&S Capital LLC 0.40% New 17,915 $1.4M
Tufton Capital Management 0.23% Reduce -1.9% 17,909 $1.4M
Vanguard Advisers Inc. 0.00% Add +7.5% 17,891 $1.4M
FF Advisors,LLC 0.51% No change 17,765 $1.4M
Dodds Wealth, LLC 0.31% Add +0.6% 17,714 $1.4M
Patriot Investment Management Group, Inc. 0.08% Reduce -0.9% 17,509 $1.4M
EnRich Financial Partners LLC 0.32% Reduce -0.7% 17,468 $1.3M
Matauro, LLC 0.18% Reduce -17.1% 17,439 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.53% No change 17,380 $1.3M
Brady Martz Wealth Solutions, LLC 0.20% Add +1.9% 17,358 $1.3M
Balefire, LLC 0.22% Reduce -5.0% 17,249 $1.3M
Crew Capital Management, Ltd 0.72% Reduce -3.1% 17,181 $1.3M
Cassaday & Co Wealth Management LLC 0.02% Add +0.0% 17,152 $1.3M
Washington Trust Advisors, Inc. 0.10% Reduce -2.2% 17,130 $1.3M
Edgemoor Investment Advisors, Inc. 0.09% Reduce -1.6% 17,103 $1.3M
Triad Wealth Partners, LLC 0.08% Add +6.9% 17,318 $1.3M
Thrive Wealth Management, LLC 0.17% Reduce -0.1% 17,092 $1.3M
Smith Partners Wealth Management, LLC 1.05% Reduce -1.6% 17,079 $1.3M
Allie Family Office LLC 0.49% Reduce -5.5% 17,068 $1.3M
Lakeridge Wealth Management LLC 0.48% Add +3.8% 17,031 $1.3M
Wealthspan Partners, LLC 0.41% Reduce -1.6% 17,010 $1.3M
Garrison Point Advisors, LLC 0.53% Reduce -1.3% 17,005 $1.3M
Collective Family Office LLC 0.27% Reduce -0.3% 16,892 $1.3M
Nicholas Hoffman & Company, LLC. 0.03% Add +0.0% 16,819 $1.3M
Kovack Advisors, Inc. 0.06% Add +23.9% 16,917 $1.3M
Principle Wealth Partners LLC 0.06% Add +1.2% 16,794 $1.3M
BCS Private Wealth Management, Inc. 0.39% No change 16,760 $1.3M
Cowa, LLC 0.35% Add +0.6% 16,716 $1.3M
United Advisor Group, LLC 0.14% Add +10.8% 16,687 $1.3M
Evanson Financial, LLC 0.06% — 16,684 $1.3M
Round Rock Advisors LLC 0.17% Reduce -0.0% 16,676 $1.3M
Csenge Advisory Group 0.05% Reduce -2.3% 16,672 $1.3M
Buttonwood Financial Advisors Inc. 0.39% Add +0.0% 16,651 $1.3M
Ascentis Wealth Management, LLC 0.22% Reduce -1.3% 16,628 $1.3M
First National Bank & Trust Co. of Newtown 0.26% Add +30.2% 16,993 $1.3M
Compass Ion Advisors, LLC 0.11% Reduce -4.3% 16,528 $1.3M
Avantax Planning Partners, Inc. 0.03% Add +7.6% 16,510 $1.3M
Magnolia Capital Advisors LLC 0.22% Reduce -4.3% 16,490 $1.3M
Patten & Patten Inc. 0.07% No change 16,469 $1.3M
Traphagen Investment Advisors LLC 0.09% Add +0.0% 16,463 $1.3M
Williams Jones Wealth Management, LLC. 0.01% No change 16,410 $1.3M
Simplicity Wealth,LLC 0.04% Add +278.1% 16,365 $1.3M
Performance Wealth Partners, LLC 0.03% Add +122.6% 16,329 $1.3M
Allstreet Capital Advisors LLC 0.82% No change 16,290 $1.3M
Costello Asset Management, INC 0.38% Reduce -1.5% 16,279 $1.3M
Clearbridge Investments, LLC 0.00% No change 16,231 $1.3M
Appleton Partners Inc. 0.08% Add +2.5% 16,226 $1.3M
High Note Wealth, LLC 0.21% Reduce -0.3% 16,218 $1.3M
Willis Investment Counsel 0.06% No change 16,164 $1.2M
Weaver Consulting Group 0.25% Add +1.1% 16,110 $1.2M
Independent Family Office, LLC 0.50% Reduce -26.7% 16,040 $1.2M
Urban Wealth Management, LLC 1.08% Reduce -6.4% 16,005 $1.2M
Daner Wealth Management, LLC 0.67% No change 15,700 $1.2M
Diversified Enterprises, LLC 0.06% Reduce -0.8% 15,958 $1.2M
Westhampton Capital, LLC 0.51% Add +0.2% 15,935 $1.2M
Willner & Heller, LLC 0.77% Add +0.2% 15,912 $1.2M
Stenger Family Office, LLC 0.20% Reduce -0.4% 15,905 $1.2M
Howland Capital Management LLC 0.04% No change 15,865 $1.2M
Harmony Asset Management LLC 0.33% Add +11.6% 15,855 $1.2M
waypoint wealth counsel 0.76% Add +0.2% 15,807 $1.2M
Gerber, LLC 0.57% No change 15,780 $1.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.44% Add +2.5% 15,698 $1.2M
Occidental Asset Management, LLC 0.12% Add +14.3% 15,688 $1.2M
CCG Wealth Management, LLC 0.28% Add +7.9% 15,681 $1.2M
Eagle Strategies LLC 0.12% Add +104.8% 15,676 $1.2M
Cove Private Wealth, LLC 0.23% Add +0.7% 15,580 $1.2M
Intergy Private Wealth, LLC 0.28% Add +29.9% 15,535 $1.2M
Cornerstone Wealth Group, LLC 0.07% Add +6.8% 15,520 $1.2M
Koesten, Hirschmann & Crabtree, INC. 0.50% Reduce -1.3% 15,500 $1.2M
Box Hill Private Wealth LLC 0.96% Add +5.6% 15,447 $1.2M
Basepoint Wealth LLC 0.68% Add +0.1% 15,439 $1.2M
Venturi Wealth Management, LLC 0.05% Reduce -7.5% 15,345 $1.2M
HFG Advisors, Inc. 0.74% Add +2.7% 15,313 $1.2M
LVM Capital Management Ltd. 0.10% No change 15,286 $1.2M
Ameriflex Group, Inc. 0.48% Add +8.1% 15,251 $1.2M
Allen Capital Group, LLC 0.10% Add +0.4% 15,227 $1.2M
HHM Wealth Advisors, LLC 0.12% Reduce -2.6% 15,188 $1.2M
Hollencrest Capital Management 0.08% Add +0.0% 15,181 $1.2M
Capital Investment Advisory Services, LLC 0.07% Add +6.1% 15,095 $1.2M
Brandywine Oak Private Wealth LLC 0.09% Add +41.5% 15,088 $1.2M
Stevens Capital Partners 0.22% Add +1.5% 15,079 $1.2M
Tsfg, LLC 0.15% Reduce -0.3% 15,063 $1.2M
SG Americas Securities, LLC 0.00% No change 15,010 $1.2M
Ipswich Investment Management Co., Inc. 0.24% Add +0.8% 15,003 $1.2M
Clarity Financial LLC 0.10% Add +4.2% 14,976 $1.2M
Balentine LLC 0.04% No change 14,958 $1.2M
Symphony Financial Services, Inc. 0.52% Add +4.3% 14,952 $1.2M
Innovative Wealth Building LLC 0.67% Add +10.9% 14,936 $1.2M
Douglass Winthrop Advisors, LLC 0.02% Add +245.4% 14,920 $1.2M
Financial Planning Navigators CORP 0.43% Add +8.5% 14,865 $1.1M
Root Financial Partners, LLC 0.04% Add +1.0% 14,860 $1.1M
Berman McAleer LLC 0.13% Add +1.6% 14,841 $1.1M
OneAscent Financial Services LLC 0.05% Reduce -3.6% 14,794 $1.1M
Thomasville National Bank 0.06% — 14,736 $1.1M
Old Port Advisors 0.22% Add +0.0% 14,714 $1.1M
Watchman Group, Inc. 0.25% Reduce -51.4% 14,664 $1.1M
Fortune Financial Advisors, LLC 0.48% Reduce -0.3% 14,657 $1.1M
Private Wealth Management Group, LLC 0.26% Reduce -3.3% 14,635 $1.1M
Beirne Wealth Consulting Services, LLC 0.22% Add +1.4% 14,607 $1.1M
First Financial Bank - Trust Division 0.08% Add +22.7% 14,619 $1.1M
Waters Parkerson & Co., LLC 0.06% Add +3.3% 14,605 $1.1M
Stanley-Laman Group, Ltd. 0.11% Add +1.1% 14,601 $1.1M
Vantus Wealth LLC 0.60% — 14,580 $1.1M
Certuity, LLC 0.06% Reduce -2.9% 14,577 $1.1M
Wealth Dimensions Group, Ltd. 0.20% Add +5.6% 14,558 $1.1M
Facet Wealth, Inc. 0.02% Add +43.1% 14,549 $1.1M
Carret Asset Management, LLC 0.10% No change 14,494 $1.1M
Kooman & Associates 0.30% Reduce -2.6% 14,463 $1.1M
Verus Capital Partners, LLC 0.06% Reduce -4.0% 14,405 $1.1M
Financial Insights, Inc. 0.30% Reduce -1.2% 14,398 $1.1M
Interchange Capital Partners, LLC 0.21% Reduce -1.2% 14,397 $1.1M
Lansing Street Advisors 0.24% Reduce -24.3% 14,395 $1.1M
Uptown Financial Advisors LLC 0.81% Reduce -0.0% 14,333 $1.1M
S.E.E.D. Planning Group LLC 0.29% Add +11.3% 14,275 $1.1M
Retirement Wealth Solutions LLC 0.60% Reduce -20.2% 14,237 $1.1M
1900 Wealth Management LLC 0.06% Reduce -8.5% 14,218 $1.1M
Droms Strauss Advisors Inc. /Mo/ 0.25% Add +0.0% 14,217 $1.1M
Crews Bank & Trust 0.14% Add +15.3% 14,187 $1.1M
Waterloo Capital, L.P. 0.06% Add +26.0% 14,181 $1.1M
Chatham Capital Group, Inc. 0.14% Reduce -1.4% 14,165 $1.1M
Brookmont Capital Management 0.59% Add +4.3% 14,162 $1.1M
Sweeney & Michel, LLC 0.29% Reduce -0.5% 14,028 $1.1M
Investment Research & Advisory Group, Inc. 0.34% Add +0.1% 14,112 $1.1M
Colter Lewis Investment Partners LLC 0.48% New 14,070 $1.1M
Jane Street Group, LLC 0.00% Reduce -13.6% 14,059 $1.1M
Becker Capital Management Inc. 0.03% Add +2.7% 14,034 $1.1M
BIP Wealth, LLC 0.03% Add +3.4% 13,977 $1.1M
Roan Capital Partners 0.89% Reduce -21.5% 13,955 $1.1M
Bayban 0.83% Add +4.7% 13,955 $1.1M
Brown, Lisle/Cummings, Inc. 0.24% No change 13,953 $1.1M
Legacy Wealth Managment, LLC 0.44% Add +59.2% 13,901 $1.1M
Next Level Private LLC 0.21% Add +0.9% 13,888 $1.1M
Continental Investors Services, Inc. 0.84% Add +1.9% 13,877 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% No change 13,853 $1.1M
Lavaca Capital LLC 0.11% Add +364.5% 13,799 $1.1M
Courage Miller Partners, LLC 0.28% Reduce -0.0% 13,767 $1.1M
SC&H Financial Advisors, Inc. 0.14% Add +0.1% 13,752 $1.1M
North Star Investment Management Corp. 0.06% No change 13,740 $1.1M
Plante Moran Financial Advisors, LLC 0.05% Reduce -7.1% 13,699 $1.1M
Focus Financial Network, Inc. 0.03% Reduce -8.0% 13,669 $1.1M
PSI Advisors, LLC 0.24% Add +5.9% 13,652 $1.1M
MV Capital Management, Inc. 0.09% Reduce -3.6% 13,635 $1.1M
TCV Trust & Wealth Management, Inc. 0.08% Add +9.2% 13,631 $1.1M
Traub Capital Management LLC 0.94% No change 13,627 $1.1M
Blue Edge Capital, LLC 0.13% Add +59.3% 13,572 $1.0M
Nemes Rush Group LLC 0.09% Add +0.3% 13,567 $1.0M
Demars Financial Group, LLC 0.29% Reduce -2.6% 13,492 $1.0M
Central Pacific Bank - Trust Division 0.11% Add +5.2% 13,460 $1.0M
Saiph Capital, LLC 0.31% Add +1.8% 13,454 $1.0M
Fiduciary Advisors, Inc. 0.70% Reduce -4.7% 13,443 $1.0M
Spartan Wealth Advisory Services LLC 0.08% Reduce -0.2% 13,410 $1.0M
TL Private Wealth 0.38% Reduce -0.7% 13,625 $1.0M
MBA Advisors LLC 0.35% Reduce -18.6% 13,275 $1.0M
Sharkey, Howes & Javer 0.12% Add +1.4% 13,271 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Reduce -16.7% 13,266 $1.0M
Camarda Financial Advisors, LLC 0.31% Reduce -5.2% 13,242 $1.0M
Meadow Creek Wealth Advisors LLC 0.62% Add +12.5% 13,223 $1.0M
Aaron Wealth Advisors LLC 0.05% No change 13,179 $1.0M
Maltin Wealth Management, Inc. 0.34% Add +5.9% 13,174 $1.0M
Gemmer Asset Management LLC 0.07% Add +1.2% 13,160 $1.0M
WBH Advisory Inc. 0.07% Add +0.1% 13,142 $1.0M
Cypress Wealth Services, LLC 0.12% Reduce -11.3% 13,122 $1.0M
Pacific Sun Financial Corp 0.42% No change 13,101 $1.0M
Legal & General Group Plc 0.00% Add +39.4% 13,100 $1.0M
Aviance Capital Partners, LLC 0.10% No change 12,993 $1.0M
Winthrop Capital Management, LLC 0.24% Add +0.0% 12,956 $999K
Warner Financial, Inc. 0.29% Add +0.8% 12,921 $996K
Exit Wealth Advisors, LLC. 0.45% Add +22.1% 12,886 $994K
Glen Eagle Advisors, LLC 0.13% Add +3.5% 12,869 $992K
Emprise Bank 0.37% No change 12,867 $992K
Sage Capital Advisors,llc 0.21% Add +0.2% 12,842 $990K
Hilltop Wealth Advisors, LLC 0.50% No change 12,835 $990K
Pinney & Scofield, Inc. 0.48% No change 12,780 $985K
Laurel Wealth Advisors LLC 0.10% Reduce -2.7% 12,753 $983K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -0.4% 12,750 $983K
Stonebrook Private Inc. 0.18% Reduce -0.6% 12,739 $982K
Howard Financial Services, LTD. 0.10% Add +0.2% 12,717 $981K
Clarity Capital Advisors, LLC 0.41% No change 12,677 $978K
Investment Management Corp. /Va/ 0.81% Add +4.1% 12,647 $975K
Kwmg, LLC 0.07% Reduce -0.6% 12,600 $972K
John Boyer, Inc. 0.84% Reduce -5.5% 12,582 $970K
Highland Capital Management, LLC 0.04% Reduce -1.0% 12,564 $969K
Moisand Fitzgerald Tamayo, LLC 0.09% Add +0.0% 12,558 $968K
JT Stratford LLC 0.11% Add +1.0% 12,548 $968K
M.E. Allison & Co., Inc. 0.56% Add +0.2% 12,508 $964K
Sunbeam Capital Management, LLC 0.44% New 12,502 $964K
Proficio Capital Partners LLC 0.03% New 12,477 $962K
Alerus Financial NA 0.04% No change 12,425 $958K
Asset Dedication, LLC 0.06% Add +78.9% 12,411 $957K
Talon Private Wealth, LLC 0.11% Reduce -4.2% 12,406 $957K
Security National Bank 0.11% No change 12,393 $956K
Edgestream Partners, L.P. 0.03% Add +63.8% 12,388 $955K
Capital Advisors Wealth Management, LLC 0.11% Reduce -2.4% 12,370 $954K
Third View Private Wealth, LLC 0.12% Reduce -18.5% 12,363 $953K
Aspen Investment Management Inc 0.26% Add +14.2% 12,351 $952K
Fortitude Advisory Group L.L.C. 0.36% Add +36.7% 12,345 $952K
Bogart Wealth, LLC 0.03% Reduce -7.4% 12,320 $950K
Wealthedge Investment Advisors, LLC 0.32% New 12,312 $949K
Storgate, LLC 0.20% Add +258.7% 12,310 $949K
Seneca House Advisors 0.34% Add +2.6% 12,305 $949K
Riverchase Wealth Management, LLC 0.44% No change 12,280 $947K
Guardian Asset Advisors, LLC 0.44% Reduce -86.6% 12,277 $947K
OMNI 360 Wealth, Inc. 0.44% Reduce -0.0% 12,264 $946K
Tribridge Partners Financial LLC 0.37% Add +1.6% 12,359 $939K
Greenup Street Wealth Management LLC 0.11% Reduce -5.5% 12,129 $935K
CVFG LLC 0.10% Reduce -0.5% 12,108 $934K
JB Capital LLC 0.03% Add +36.8% 12,084 $932K
Powell Investment Advisors, LLC 0.29% Add +0.7% 12,044 $929K
Sovereign Financial Group, Inc. 0.14% Reduce -0.6% 12,041 $929K
Swmg, LLC 0.22% Reduce -1.2% 12,283 $928K
IFS Group,LLC 1.27% Add +17.1% 12,028 $928K
Heritage Trust Co 0.08% No change 12,026 $927K
Capasso Planning Partners LLC 0.46% Add +0.2% 12,005 $926K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -53.4% 11,993 $925K
EagleClaw Capital Managment, LLC 0.12% No change 11,990 $925K
Uptick Partners, LLC 0.14% Reduce -6.7% 11,985 $924K
Marin Bay Wealth Advisors, LLC 0.50% Reduce -17.9% 11,977 $924K
Founders Financial Alliance, LLC 0.12% Reduce -26.9% 11,975 $923K
Westmount Partners, LLC 0.20% Add +4.0% 11,964 $923K
CPC Advisors, LLC 0.12% Add +11.4% 11,947 $921K
Tennessee Valley Asset Management Partners 0.10% Reduce -3.8% 11,943 $921K
Keystone Wealth Services, LLC 0.17% Add +0.0% 11,905 $918K
Greystone Financial Group, LLC 0.26% Reduce -11.0% 11,878 $916K
Sound Income Strategies, LLC 0.04% Add +18.4% 11,870 $915K
Summitry LLC 0.03% New 11,869 $915K
ABLE Financial Group, LLC 0.15% No change 11,847 $914K
Legacy Bridge, LLC 0.28% Add +4.3% 11,790 $909K
Luminvest Wealth Management LLC 0.21% No change 11,914 $906K
Rosenblum Silverman Sutton S F Inc. 0.22% Reduce -2.1% 11,743 $906K
Primoris Wealth Advisors, LLC 0.41% Reduce -6.0% 11,736 $905K
Invenio Wealth Partners LLC 0.32% No change 11,715 $903K
Conservest Capital Advisors, Inc. 0.07% Add +0.1% 11,671 $900K
Clearview Wealth Management LLC 0.58% No change 11,670 $900K
Navellier & Associates Inc. 0.07% No change 11,650 $898K
New Republic Capital, LLC 0.21% Reduce -9.5% 11,649 $898K
Signaturefd, LLC 0.01% Reduce -4.7% 11,644 $898K
Walled Lake Planning & Wealth Management, LLC 0.23% Add +2.6% 11,640 $898K
Mogy Joel R Investment Counsel Inc. 0.05% Add +0.5% 11,622 $896K
Vertrix Wealth Management, LLC 0.30% Add +17.7% 11,619 $896K
Ironwood Investment Counsel, LLC 0.12% Add +1.6% 11,580 $893K
Shepherd Financial Partners LLC 0.07% Reduce -1.1% 11,553 $891K
Cardiff Park Advisors, LLC 0.07% Reduce -1.9% 11,484 $886K
Eight 31 Financial, LLC 0.53% Add +2.7% 11,475 $885K
Truepoint, Inc. 0.02% Add +3.3% 11,434 $882K
O'Keefe Stevens Advisory, Inc. 0.18% No change 11,432 $882K
Slow Capital, Inc. 0.10% No change 11,395 $879K
Xcelsior Advisor Partners LLC 0.12% Add +44.7% 11,378 $877K
First National Bank Sioux Falls 0.24% No change 12,259 $876K
Southern Michigan Bank & Trust 0.31% No change 11,351 $875K
Alta Wealth Advisors LLC 0.24% Add +1.5% 11,297 $871K
Columbia Bank 0.20% Reduce -2.4% 11,287 $870K
Wick Capital Partners, LLC 0.13% Add +14.2% 9,873 $867K
Weatherly Asset Management L. P. 0.06% No change 11,213 $865K
Fairview Capital Investment Management, LLC 0.05% Reduce -1.1% 11,165 $861K
Sound View Wealth Advisors Group, LLC 0.05% Add +0.8% 11,129 $858K
Cambridge Capital Management, LLC 0.33% Add +0.0% 11,127 $858K
Clarkston Capital Partners, LLC 0.07% No change 11,125 $858K
TFC Financial Management, Inc. 0.09% Add +33.0% 11,087 $855K
Hyposwiss Advisors SA 0.81% Add +8.5% 11,080 $854K
Parcion Private Wealth LLC 0.05% Reduce -1.1% 11,074 $854K
Planned Solutions, Inc. 0.25% Add +0.2% 11,071 $854K
Steffes Financial, Ltd. 0.37% Reduce -4.7% 11,048 $852K
Bragg Financial Advisors, Inc 0.02% No change 11,011 $849K
Objective Capital Management, LLC 0.75% Reduce -0.9% 10,953 $845K
Beam Wealth Advisors, Inc. 0.19% Reduce -2.4% 10,940 $844K
Morris Financial Concepts, Inc. 0.26% Reduce -1.8% 10,919 $842K
BCS Wealth Management 0.15% Add +2.9% 10,868 $838K
Sepio Capital, LP 0.04% Add +0.1% 10,856 $837K
Onyx Bridge Wealth Group LLC 0.08% Reduce -0.9% 10,827 $835K
Checchi Capital Advisers, LLC 0.05% Reduce -3.7% 10,806 $833K
Northwest Wealth Advisors, LLC 0.48% Reduce -3.2% 10,795 $832K
Shelton Wealth Management, LLC 0.33% No change 10,782 $831K
CLG LLC 0.18% Add +0.8% 10,768 $830K
United Bank 0.10% No change 10,767 $830K
Olde Wealth Management, LLC 0.24% No change 10,776 $830K
Mairs & Power Inc. 0.01% New 10,756 $829K
Key Financial Inc 0.14% Reduce -0.9% 10,753 $829K
New Insight Wealth Advisors 0.24% Add +3.3% 10,727 $827K
Tilia Fiduciary Partners, Inc. 0.39% Add +0.9% 10,716 $826K
Abound Wealth Management 0.16% Reduce -0.1% 10,706 $826K
Guyasuta Investment Advisors Inc. 0.04% Add +6.5% 10,704 $825K
Marathon Strategic Advisors, LLC 0.46% No change 10,621 $819K
Wellington Grp LLC 0.22% Reduce -0.1% 10,617 $819K
Keystone Financial Services, LLC 0.49% Reduce -0.8% 10,613 $818K
Quartz Partners, LLC 0.27% Add +8.0% 10,530 $812K
Seelaus Asset Management LLC 0.57% Reduce -2.9% 10,509 $810K
Oak Asset Management, LLC 0.26% Add +0.7% 10,490 $809K
Fortis Capital Management LLC 0.09% Add +10.6% 10,473 $808K
Earned Wealth Advisors, LLC 0.05% Add +115.5% 10,469 $807K
Steelhead Wealth Management LLC 0.32% Reduce -27.5% 10,464 $806K
Bath Savings Trust Co 0.08% Add +1.0% 10,448 $806K
PGIM Custom Harvest LLC 0.01% Add +0.3% 10,427 $804K
Cornell Pochily Investment Advisors, Inc. 0.22% Add +3.5% 10,393 $801K
Peck Wealth Management, LLC 0.67% No change 10,380 $800K
Howard Wealth Management, LLC 0.30% Reduce -0.8% 10,376 $800K
FourThought Financial Partners, LLC 0.06% Reduce -4.0% 10,369 $800K
Shufro Rose & Co. LLC 0.05% Reduce -5.9% 10,335 $797K
Dagco, Inc. 0.15% No change 10,313 $795K
Asset Allocation & Management Company, LLC 0.26% No change 10,295 $794K
Eldridge Investment Advisors, Inc. 0.16% Add +0.0% 10,263 $791K
FSB Premier Wealth Management, Inc. 0.22% Add +0.0% 10,256 $791K
BKM Wealth Management, LLC 0.28% Reduce -9.4% 10,224 $788K
Canvas Wealth Advisors, LLC 0.11% Add +0.6% 10,219 $788K
Silver Grove Financial Group, Inc. 0.43% Add +66.7% 10,214 $788K
Rogco, LP 0.24% Reduce -4.1% 10,213 $788K
Clearstead Trust, LLC 0.10% Reduce -0.1% 10,201 $787K
Legacy Financial Group LLC 0.09% No change 10,145 $782K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -32.0% 10,122 $781K
Graybill Wealth Management, LTD. 0.21% Reduce -1.8% 10,107 $779K
Koss-Olinger Consulting, LLC 0.06% Reduce -1.6% 10,048 $775K
Gen-Wealth Partners Inc 0.22% Reduce -0.1% 10,041 $774K
Wealthgarden F.S. LLC 0.44% No change 10,034 $774K
Integrity Advisory Solutions, LLC 0.08% Add +20.8% 10,028 $773K
Security Benefit Life Insurance Co. 0.43% Reduce -15.3% 10,000 $771K
Fishman Jay A Ltd. 0.06% No change 10,000 $771K
Tyche Wealth Partners LLC 0.11% Reduce -1.5% 9,995 $771K
Hoxton Planning & Management, LLC 0.20% Reduce -8.1% 9,994 $771K
Burk Holdings LLC 0.28% No change 9,985 $770K
Foster & Motley Inc. 0.04% Add +51.3% 9,965 $768K
WealthShield Partners, LLC 0.12% Reduce -56.7% 9,950 $767K
Graetz Wealth LLC 0.61% Add +0.2% 9,914 $764K
Tradewinds, LLC. 0.17% Reduce -93.4% 400 $764K
Intentional Wealth Strategies, LLC 0.72% Reduce -7.4% 9,891 $763K
Rollins Financial Advisors, LLC 0.10% Add +61.4% 9,884 $762K
NWK Group, Inc. 0.23% Reduce -3.1% 9,881 $762K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -13.8% 9,871 $761K
Carl P. Sherr & Co., LLC 0.32% Reduce -3.6% 9,819 $757K
Mitchell McLeod Pugh & Williams Inc. 0.09% Add +8.2% 9,813 $757K
Boyd Watterson Asset Management LLC 0.20% No change 9,797 $755K
Ruggaard & Associates LLC 0.27% No change 9,783 $754K
Falcon Wealth Planning 0.05% Reduce -3.2% 9,780 $754K
Twelve Points Wealth Management LLC 0.15% Reduce -8.2% 9,778 $754K
Copper Harbor Investment Advisors, LLC 0.16% — 9,773 $754K
Davidson Investment Advisors 0.03% No change 9,747 $752K
Meridian Investment Counsel Inc. 0.16% Reduce -2.2% 9,746 $752K
Wallace Advisory Group, LLC 0.71% Add +0.0% 9,726 $750K
Krilogy Financial LLC 0.02% Reduce -0.7% 9,724 $750K
CapWealth Advisors, LLC 0.06% Reduce -1.1% 9,701 $748K
Roundview Capital LLC 0.04% Add +15.9% 9,674 $746K
American State Bank (Iowa) 0.30% Reduce -0.4% 9,666 $745K
Miramontes Capital, LLC 0.23% Reduce -3.3% 9,655 $744K
Opus Capital Group, LLC 0.07% Reduce -1.7% 9,632 $743K
Oarsman Capital, Inc. 0.08% Reduce -15.9% 9,618 $742K
Blue Trust, Inc. 0.01% Reduce -15.3% 9,598 $740K
Econ Financial Services Corp 0.35% Reduce -92.1% 9,579 $739K
One Capital Management, LLC 0.02% No change 10,937 $739K
Balboa Wealth Partners 0.10% Reduce -8.0% 9,553 $737K
Carson Advisory Inc. 0.34% Add +1.5% 9,552 $737K
Farmers National Bank 0.15% Reduce -0.7% 9,549 $736K
Ballast, Inc. 0.14% Reduce -0.8% 9,535 $735K
Whalerock Point Partners, LLC 0.13% Add +0.7% 9,528 $735K
Yarger Wealth Strategies, LLC 0.26% Reduce -18.0% 9,626 $728K
Pearl Planning LLC 0.33% Reduce -7.5% 9,423 $727K
SIMA Wealth Partners, LLC 0.51% Reduce -5.1% 9,415 $726K
Bay Capital Advisors, LLC 0.39% Add +1.4% 9,406 $725K
American Money Management, LLC 0.10% Reduce -1.9% 9,362 $722K
Burton Enright Welch 0.08% Reduce -19.2% 9,345 $721K
Trek Financial, LLC 0.04% Add +14.8% 9,336 $720K
Romano Brothers and Company 0.07% Add +0.8% 9,327 $719K
Athena Investment Management 0.43% Reduce -0.8% 9,318 $718K
Lam Group, Inc. 0.35% No change 9,250 $713K
Indiana Trust & Investment Management Co 0.19% Reduce -1.9% 9,208 $710K
Richardson Financial Services Inc. 0.40% No change 9,203 $710K
Powerhouse Assets LLC 0.58% Reduce -5.2% 9,196 $709K
Pennington Partners & Co., LLC 0.23% Reduce -0.6% 9,174 $707K
Goodman Financial Corp 0.11% No change 9,165 $707K
Prasad Wealth Partners, LLC 0.17% Reduce -4.9% 9,104 $702K
Clear Point Advisors Inc. 0.62% New 9,095 $701K
Indie Asset Partners, LLC 0.67% Add +16.4% 9,073 $700K
Wealth Enhancement Trust Services, Inc. 0.08% Reduce -3.9% 9,069 $699K
Albion Financial Group 0.04% Reduce -0.3% 9,069 $699K
Tme Financial, Inc. 0.43% Reduce -2.3% 9,065 $699K
Twin Peaks Wealth Advisors, LLC 0.16% Add +9.8% 9,060 $699K
SMART Wealth LLC 0.15% Add +123.5% 9,043 $697K
Lazard Freres Gestion S.A.S. 0.01% No change 9,050 $697K
Elk River Wealth Management LLC 0.11% Reduce -5.9% 9,035 $697K
Adirondack Trust Co. 0.21% Reduce -3.4% 9,031 $696K
Larson Financial Group LLC 0.02% Reduce -22.4% 9,021 $696K
Insight Advisors, LLC/ PA 0.12% Reduce -16.7% 9,004 $694K
Asempa Wealth Advisors 0.53% Add +0.1% 8,977 $692K
Sierra Summit Advisors LLC 0.08% No change 8,950 $690K
Tenet Wealth Partners, LLC 0.51% — 9,078 $690K
SFG Wealth Management, LLC. 0.25% Reduce -9.7% 8,938 $689K
Eq LLC 0.17% Reduce -6.6% 8,933 $689K
Adelphi Trust Co 0.46% Reduce -7.0% 8,920 $688K
Juncture Wealth Strategies, LLC 0.18% Add +1.5% 8,915 $687K
McLean Asset Management Corp 0.09% Add +4.3% 9,125 $687K
City State Bank 0.16% Reduce -0.3% 8,890 $686K
Yukon Wealth Management, Inc. 0.20% New 8,879 $685K
Morton Capital Management LLC 0.09% Add +1.8% 8,819 $680K
Centurion Wealth Management LLC 0.16% Reduce -23.8% 8,816 $680K
Colorado Capital Management, Inc. 0.23% Reduce -47.8% 8,791 $678K
Intelligence Driven Advisers, LLC 0.11% Add +8.0% 8,775 $677K
Peachtree Investment Partners, LLC 0.22% Reduce -0.5% 8,757 $675K
Sterling Investment Advisors, Ltd. 0.11% Reduce -15.0% 8,755 $675K
Adaptive Financial Consulting, LLC 0.23% Add +2.6% 8,683 $670K
Zullo Investment Group, Inc. 0.23% Reduce -1.9% 8,681 $669K
DDD Partners, LLC 0.04% Add +0.0% 8,665 $668K
Storen Legacy Partners, LLC 0.18% Reduce -2.5% 8,663 $668K
Syntegra Private Wealth Group, LLC 0.05% Add +2.6% 8,661 $668K
Red Door Wealth Management, LLC 0.06% Reduce -1.1% 8,618 $665K
Paladin Advisory Group, LLC 0.44% Reduce -3.1% 8,583 $662K
DB&C Advisors, LLC 0.72% Add +0.1% 8,575 $661K
TMB Capital Partners, LLC 0.21% Add +0.0% 8,570 $661K
Hummer Financial Advisory Services Inc 0.43% Add +1.0% 8,545 $659K
Banque Transatlantique SA 0.01% New 8,535 $658K
Everett Harris & Co. 0.01% Add +11.4% 8,520 $657K
Sage Rhino Capital LLC 0.11% Add +1.3% 8,505 $656K
Meadowbrook Advisors Group, LLC 0.35% Reduce -17.3% 8,478 $654K
Integrated Investment Consultants, LLC 0.13% No change 8,474 $653K
Cutler Investment Counsel LLC 0.06% Add +9.7% 8,458 $652K
Code Waechter LLC 0.34% No change 8,455 $652K
Melone Private Wealth, LLC 0.25% Add +0.1% 8,451 $652K
Financial Futures Ltd Liability Co. 0.25% Reduce -0.5% 8,432 $650K
First Trust Advisors LP 0.00% Reduce -2.9% 8,430 $650K
TCI Wealth Advisors, Inc. 0.03% Reduce -8.7% 8,426 $650K
Insight Inv LLC 0.31% Reduce -1.4% 8,415 $649K
BNP Paribas Financial Markets 0.00% Reduce -99.6% 8,379 $646K
Fort Sheridan Advisors LLC 0.07% No change 8,354 $644K
NORTHSTAR ASSET MANAGEMENT Co 0.12% Reduce -0.3% 8,500 $644K
Gilman Hill Asset Management, LLC 0.09% No change 8,350 $644K
Segment Wealth Management, LLC 0.03% No change 8,285 $639K
Somerset Trust Co 0.18% No change 8,280 $638K
NWF Advisory Services Inc. 0.06% Add +7.8% 8,268 $638K
PAX Financial Group, LLC 0.09% Reduce -1.4% 8,258 $637K
Daybright Advisory Services, Inc. 0.15% Add +3.3% 8,454 $636K
Old North State Trust, LLC 0.33% Reduce -12.6% 8,249 $636K
Motco 0.05% Reduce -11.2% 8,217 $634K
Berkeley Capital Partners, LLC 0.13% Add +28.4% 8,213 $633K
Kirtland Hills Capital Management, LLC 0.18% New 8,212 $633K
True Link Financial Advisors, LLC 0.04% Add +0.6% 8,125 $627K
Maridea Wealth Management LLC 0.07% Reduce -12.5% 8,117 $626K
Andrews Advisory Associates, LLC 0.30% No change 8,095 $624K
Grant Street Asset Management, Inc. 0.10% Reduce -4.2% 8,094 $624K
Smith Salley Wealth Management 0.03% Add +13.9% 8,081 $623K
Mitchell Capital Management Co. 0.09% Reduce -2.5% 8,067 $622K
Legacy Wealth Partners, LLC 0.14% Add +0.0% 8,057 $621K
JGP Wealth Management, LLC 0.06% Add +3.6% 8,049 $621K
Strategic Financial Partners, Ltd. 0.23% No change 8,046 $620K
William Howard & Co Financial Advisors Inc 0.48% Reduce -1.6% 8,044 $620K
Melfa Wealth Management, Inc. 0.33% Reduce -3.1% 8,021 $618K
Panoramic Investment Advisors, LLC 0.30% Reduce -1.2% 8,019 $618K
Augustine Asset Management Inc. 0.13% No change 8,010 $618K
Ameliora Wealth Management Ltd. 0.18% No change 7,982 $615K
OpenArc Corporate Advisory, LLC 0.01% Add +17.5% 7,980 $615K
Martin Capital Advisors, LLP 0.32% No change 7,975 $615K
First Commonwealth Financial Corp 0.09% Reduce -0.3% 7,961 $614K
Lewis Asset Management, LLC 0.21% Add +0.4% 7,922 $611K
WealthPlan Investment Management, LLC 0.03% Reduce -30.7% 7,902 $609K
Radnor Capital Management, LLC 0.09% Add +0.2% 7,884 $608K
Epiq Partners, LLC 0.26% Add +115.5% 7,873 $607K
Liberty Square Wealth Partners LLC 0.14% Reduce -21.1% 7,864 $606K
Marshall Financial Group, LLC 0.09% Add +5.0% 7,822 $603K
Wealth Quarterback LLC 0.19% Reduce -1.6% 7,785 $600K
Oak Barrel Wealth Advisory LLC 0.26% — 7,779 $600K
Client 1ST Advisory Group, LLC 0.16% Reduce -0.1% 7,776 $600K
Drexel Morgan & Co. 0.08% No change 7,755 $598K
Piedmont Capital Management, LLC 0.36% No change 7,750 $598K
Global Financial Private Client, LLC 0.16% No change 7,749 $598K
Oakwell Private Wealth Management, LLC 0.10% Reduce -10.2% 7,729 $596K
Visionary Wealth Advisors 0.02% Add +84.5% 7,711 $595K
Hantz Financial Services, Inc. 0.01% Add +6.0% 7,699 $594K
Relyea Zuckerberg Hanson LLC 0.05% No change 7,659 $591K
Live Oak Private Wealth LLC 0.07% Add +3.5% 7,656 $590K
GatePass Capital, LLC 0.23% New 7,577 $584K
Platform Technology Partners 0.10% Reduce -0.1% 7,572 $584K
Summit Global Investments 0.03% Reduce -2.7% 7,564 $583K
Seven Mile Advisory 0.39% Reduce -19.2% 7,540 $581K
Nixon Peabody Trust Co. 0.04% Reduce -1.1% 7,526 $580K
Hohimer Wealth Management, LLC 0.06% Reduce -1.0% 7,524 $580K
Virtue Asset Management LLC 0.42% Add +51.0% 7,514 $579K
Pacifica Partners Inc. 0.17% Reduce -0.9% 7,614 $579K
SP Asset Management LLC 0.05% Add +0.1% 7,508 $579K
Brookwood Investment Group LLC 0.07% Reduce -2.4% 7,499 $578K
Investor's Fiduciary Advisor Network, LLC 0.20% Reduce -26.7% 7,496 $578K
Prosperity Planning, Inc. 0.19% Reduce -0.9% 7,486 $577K
Liberty Capital Management, Inc. 0.10% — 7,479 $577K
Stokes Family Office, LLC 0.07% No change 7,455 $575K
Global Strategic Investment Solutions, LLC 0.05% Add +0.1% 7,455 $575K
Arwa LLC 0.24% Reduce -1.4% 7,527 $572K
Bill Few Associates, Inc. 0.12% Reduce -0.5% 7,406 $571K
Jamison Private Wealth Management, Inc. 0.06% Reduce -9.3% 7,383 $569K
Serenity Investment Advisors 0.24% Add +4.4% 7,451 $569K
McRae Capital Management Inc. 0.11% No change 7,370 $568K
Oxinas Partners, LLC 0.22% No change 7,360 $568K
Mason Investment Advisory Services, Inc. 0.02% Add +0.0% 7,321 $564K
Acorn Wealth Advisors, LLC 0.14% Reduce -21.0% 7,305 $563K
WealthCare Investment Partners, LLC 0.14% Reduce -0.2% 7,287 $562K
Lawood & Co. 0.38% Reduce -9.8% 7,278 $561K
Dynamic Financial Group 0.42% Reduce -8.7% 7,271 $561K
Wealth Management Associates, Inc. 0.15% Reduce -4.2% 7,265 $560K
Avion Wealth 0.10% Add +5.9% 7,265 $560K
Symmetry Partners, LLC 0.03% Reduce -4.6% 7,254 $559K
Axim Planning & Wealth 0.79% Add +2.4% 7,247 $559K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +37.2% 7,245 $559K
Southland Equity Partners LLC 0.10% Reduce -1.1% 7,230 $558K
Norden Group LLC 0.05% Reduce -19.9% 7,229 $557K
WNY Asset Management, LLC 0.05% Reduce -1.4% 7,215 $556K
Analyst IMS Investment Management Services Ltd. 0.01% No change 7,200 $555K
Ethic Inc. 0.01% Add +37.8% 7,194 $555K
Financial Perspectives, Inc 0.14% Add +0.1% 7,194 $555K
My Personal CFO, LLC 0.22% No change 7,155 $552K
Sovran Advisors, LLC 0.04% Add +0.1% 7,254 $552K
Global Wealth Strategies & Associates 0.10% Reduce -3.6% 7,147 $551K
Greenhouse Wealth Management, LLC 0.39% Add +0.2% 7,124 $549K
TrustBank 0.19% Reduce -1.4% 7,110 $548K
Aurora Private Wealth, Inc. 0.35% Reduce -2.9% 7,075 $546K
Downshift Financial, LLC 0.25% Reduce -0.2% 7,074 $545K
Aries Wealth Management 0.11% No change 7,071 $545K
Capital Planning LLC 0.16% No change 7,067 $545K
EFG International AG 0.01% Add +2.9% 7,052 $544K
180 Wealth Advisors, LLC 0.05% Reduce -8.4% 7,049 $544K
Thompson Siegel & Walmsley LLC 0.01% Add +7.5% 7,027 $542K
Staley Capital Advisers Inc. 0.02% Reduce -1.4% 7,020 $541K
J.Safra Asset Management Corp 0.02% No change 7,006 $540K
Essential Investment Partners LLC 0.43% No change 7,000 $540K
Collar Capital Management, LLC 0.32% Reduce -12.5% 7,000 $540K
ARS Investment Partners, LLC 0.02% No change 7,000 $540K
Caitlin John, LLC 0.30% Add +0.8% 6,993 $539K
Prime Buchholz LLC 0.19% Add +0.2% 6,981 $538K
Holderness Investments Co. 0.09% No change 6,965 $537K
BOS Asset Management, LLC 0.12% Add +0.1% 6,943 $535K
Montz Harcus Wealth Management LLC 0.19% Add +1.5% 6,934 $535K
Pekin Hardy Strauss, Inc. 0.05% No change 6,926 $534K
Ardent Capital Management, Inc. 0.22% No change 6,920 $534K
Fiduciary Financial Group, LLC 0.06% Reduce -8.4% 6,920 $534K
Resurgent Financial Advisors LLC 0.15% Add +45.0% 6,899 $532K
Steinberganna Wealth Management 0.22% Add +0.1% 6,877 $530K
Rydar Equities, Inc. 0.30% Add +22.5% 7,002 $530K
Klingenstein Fields & Co. LP 0.02% No change 6,868 $530K
Ti-Trust, Inc. 0.28% No change 6,860 $529K
Private Wealth Partners, LLC 0.04% Reduce -1.5% 6,860 $529K
Sawgrass Asset Management LLC 0.07% No change 6,838 $527K
Haverford Financial Services, Inc. 0.16% No change 6,836 $527K
Wealthcare Capital Management LLC 0.05% Reduce -4.8% 6,834 $527K
Hollow Brook Wealth Management LLC 0.10% No change 6,815 $526K
Mason & Associates Inc 0.08% Reduce -1.9% 6,805 $525K
Avestar Capital, LLC 0.03% New 6,799 $524K
HighRoad Wealth Advisors, LLC 0.44% Reduce -1.9% 6,758 $521K
Defined Wealth Management, LLC 0.27% Add +0.6% 6,757 $521K
Hobbs Group Advisors, LLC 0.14% Reduce -2.5% 6,742 $520K
St Germain D J Co. Inc. 0.02% Add +9.5% 6,740 $520K
Breachway Investments LLC 0.78% No change 6,739 $520K
Center For Asset Management LLC 0.23% No change 6,735 $519K
Tradition Wealth Management, LLC 0.03% Add +0.1% 6,691 $516K
Peak Asset Management, LLC 0.08% No change 6,675 $515K
J.P. Marvel Investment Advisors, LLC 0.06% Add +6.0% 6,670 $514K
Chancellor Financial Group WB LP 0.32% Reduce -8.0% 6,623 $511K
Financial Planning Hawaii, Inc. 0.27% No change 6,613 $510K
Regatta Research & Money Management 0.48% — 6,610 $510K
Synergy Investment Management, LLC 0.12% Add +10.1% 6,602 $508K
First Bancorp, Inc 0.20% No change 6,580 $507K
Victory Financial Group, LLC 0.05% Reduce -14.3% 6,565 $506K
August Group Capital Ltd 0.55% Add +0.2% 6,549 $505K
Dopkins Wealth Management, LLC 0.18% No change 6,535 $504K
Kings Path Partners LLC 0.13% No change 6,524 $503K
Edmond DE Rothschild Holding S.A. 0.01% Add +1.3% 6,522 $503K
CFM Wealth Partners LLC 0.06% No change 6,496 $501K
Strategic Equity Management 0.17% No change 6,478 $499K
Freedom Investment Management, Inc. 0.14% Add +10.6% 6,474 $499K
National Bank of Canada 0.00% Reduce -74.0% 6,540 $499K
Equita Financial Network, Inc. 0.14% Reduce -2.5% 6,438 $496K
Mission Financial Group, LLC 0.41% — 6,424 $495K
Strategies Wealth Advisors, LLC 0.04% Reduce -2.1% 6,403 $494K
Everhart Financial Group, Inc. 0.03% Reduce -24.1% 6,402 $494K
Advisor OS, LLC 0.03% Reduce -14.4% 6,402 $494K
Auxano Advisors, LLC 0.09% Add +0.2% 6,367 $491K
Successful Portfolios LLC 0.23% Reduce -2.1% 6,473 $490K
Bernardo Wealth Planning LLC 0.08% Add +10.9% 6,352 $490K
Meridian Financial Partners LLC 0.17% No change 6,468 $489K
Marble Harbor Investment Counsel, LLC 0.05% No change 6,335 $488K
Next Level Wealth Planning, LLC 0.21% Reduce -4.9% 6,331 $488K
Peregrine Asset Advisers, Inc. 0.11% Reduce -2.4% 6,322 $487K
BankPlus Trust Department 0.11% No change 6,302 $486K
Mowery & Schoenfeld Wealth Management, LLC 0.66% No change 6,300 $486K
Fermata Advisors, LLC 0.10% Add +1.7% 6,299 $486K
marrick wealth, LLC 0.34% Add +14.8% 6,297 $486K
Requisite Capital Management, LLC 0.08% Reduce -54.6% 6,273 $484K
Ashford Advisors, LLC 0.10% No change 6,250 $482K
Mystic Asset Management, Inc. 0.10% Reduce -1.6% 6,245 $482K
Johnson Bixby & Associates, LLC 0.05% Reduce -5.0% 6,237 $481K
McAdam, LLC 0.02% Add +12.9% 6,218 $479K
Signet Private Wealth LLC 0.38% Add +0.0% 6,212 $479K
Owl Creek Wealth Partners LLC 0.14% Add +5.4% 6,184 $477K
Acorn Financial Advisory Services Inc. 0.06% Reduce -1.9% 6,171 $476K
Prodigy Asset Management LLC 0.14% No change 6,161 $475K
Latitude Advisors, LLC 0.19% Reduce -0.8% 6,160 $475K
Collaborative Wealth Managment Inc. 0.20% Reduce -9.0% 6,135 $473K
J. L. Bainbridge & Co., Inc. 0.04% No change 6,134 $473K
One Wealth Management Investment & Advisory Services, LLC 0.49% Reduce -2.3% 6,114 $471K
Ade, LLC 0.20% Reduce -0.3% 6,084 $469K
World Equity Group, Inc. 0.10% Add +0.5% 6,080 $469K
Pinnacle Family Advisors, LLC 0.20% Reduce -2.0% 6,064 $468K
Cornerstone Wealth, LLC 0.23% Add +19.5% 6,125 $463K
Fiduciary Alliance LLC 0.03% Reduce -21.1% 6,003 $463K
Mutual of America Capital Management LLC 0.00% Add +63.3% 5,998 $463K
Plum Street Advisors, LLC 0.15% No change 5,997 $462K
Faithward Advisors, LLC 0.06% Add +0.2% 5,979 $461K
Gilbert Capital Group, Inc. 0.32% Reduce -17.2% 5,975 $461K
Sunburst Financial Group, LLC 0.08% Reduce -0.8% 5,955 $459K
Xponance LLC 0.00% Reduce -30.4% 5,944 $458K
Millstone Evans Group, LLC 0.25% Reduce -6.1% 5,929 $457K
Values Added Financial LLC 0.16% No change 5,911 $456K
Financial Life Planners 0.29% Reduce -3.2% 5,893 $454K
Osborne Partners Capital Management, LLC 0.03% Reduce -7.3% 5,890 $454K
Legacy Edge Advisors, LLC 0.04% Add +1.3% 5,887 $454K
Focused Alpha, LLC 0.12% Add +14.7% 5,885 $454K
Envision Financial LLC 0.21% No change 5,866 $452K
Cloud Capital Management, LLC 0.16% New 5,862 $451K
Port Capital LLC 0.02% New 5,819 $449K
Phillips Wealth Planners LLC 0.33% Reduce -4.6% 5,938 $448K
Level Wealth Management LLC 0.18% Add +0.0% 5,808 $448K
Aristotle Capital Boston, LLC 0.03% Add +6352.2% 5,807 $448K
Advance Capital Management, Inc. 0.01% Add +5.1% 5,790 $447K
Liberty Atlantic Advisors LLC 0.32% New 5,786 $446K
Legacy Financial Advisors, Inc. 0.05% Reduce -4.5% 5,778 $446K
4WEALTH Advisors, Inc. 0.34% Add +4.7% 5,807 $444K
Houlihan Financial Resource Group, Ltd. 0.16% No change 5,755 $444K
Boston Trust Walden Corp 0.00% Add +4.8% 5,754 $444K
FWG Investments, LLC. 0.23% Reduce -13.2% 5,739 $443K
Main Street Financial Solutions, LLC 0.03% Reduce -2.1% 5,730 $442K
Aberdeen Wealth Management LLC 0.21% No change 5,725 $441K
Oxbow Advisors, LLC 0.04% New 5,725 $441K
Naviter Wealth, LLC 0.04% New 5,710 $440K
Chilton Capital Management LLC 0.01% No change 5,707 $440K
Abacus Planning Group, Inc. 0.05% Add +9.3% 5,700 $440K
City National Bank of Florida 0.18% Reduce -23.2% 5,691 $439K
Cherrydale Wealth Management, LLC 0.11% Add +0.3% 5,687 $438K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -4.1% 5,685 $438K
Chicago Capital, LLC 0.01% Reduce -19.1% 5,683 $438K
Mainstream Capital Management LLC 0.26% Reduce -2.0% 5,668 $437K
Schnieders Capital Management, Llc. 0.06% No change 5,664 $437K
ARS Wealth Advisors Group, LLC 0.03% No change 5,663 $437K
Bellecapital International Ltd. 0.07% No change 5,650 $436K
Partners in Financial Planning 0.07% Add +0.6% 5,648 $436K
W Advisors, LLC 0.20% No change 5,647 $435K
Brooklyn FI, LLC 0.08% Add +6.1% 5,739 $434K
SHP Wealth Management 0.03% Add +8.5% 5,612 $433K
Main Street Group, LTD 0.11% Reduce -13.1% 5,609 $433K
John W. Brooker & Co., CPAs 0.52% Add +14.9% 5,603 $432K
McNaughton Wealth Management, LLC 0.15% No change 5,600 $432K
Independence Bank of Kentucky 0.05% Reduce -8.9% 5,582 $430K
Range Financial Group LLC 0.12% Reduce -5.5% 5,565 $429K
Sharp Wealth Advisory, LLC 0.20% Add +85.1% 5,553 $428K
Altiora Financial Group, LLC 0.07% No change 5,549 $428K
Selective Wealth Management, Inc. 0.11% Add +0.6% 5,659 $427K
Welch Group, LLC 0.01% Reduce -6.2% 5,543 $427K
Petersen Hastings Wealth Advisors Inc. 0.04% Reduce -0.5% 5,532 $427K
Van Cleef Asset Management,Inc 0.04% No change 5,528 $426K
Mitchell Sinkler & Starr 0.18% Add +14.6% 5,510 $425K
Summit Wealth Group LLC / Co. 0.04% Reduce -43.4% 5,501 $424K
PUREfi Wealth, LLC 0.23% New 5,496 $424K
Redwood Family Wealth LLC 0.37% Reduce -8.8% 5,478 $422K
Matrix Asset Advisors Inc. 0.03% Add +6.8% 5,472 $422K
Willow Creek Capital Management, Inc. 0.41% — 5,462 $421K
Vista Investment Partners Ii, LLC 0.17% Add +4.6% 5,462 $421K
Charis Legacy Partners, LLC 0.52% No change 5,460 $421K
Gradient Capital Advisors, LLC 0.10% No change 5,460 $421K
IAG Wealth Partners, LLC 0.04% Reduce -11.4% 5,445 $420K
Financial Guidance Group, Inc. 0.16% No change 5,425 $418K
Dimension Capital Management LLC 0.05% No change 5,400 $416K
Emerald Investment Advisers, LLC 0.03% No change 5,385 $415K
Drum Hill Capital, LLC 0.43% No change 5,375 $414K
Vantage Point Financial LLC 0.13% Add +0.0% 5,366 $414K
Central Valley Advisors, LLC 0.11% Add +0.1% 5,362 $414K
Avalon Trust Co 0.03% Reduce -3.6% 5,362 $413K
Bluestem Financial Advisors, LLC 0.14% Add +6.5% 5,342 $412K
Presilium Private Wealth, LLC 0.06% Reduce -5.8% 5,333 $411K
Bull Street Advisors, LLC 0.19% No change 5,325 $411K
SkyOak Wealth, LLC 0.07% No change 5,325 $411K
Fingerlakes Wealth Management, Inc. 0.22% Add +0.1% 5,321 $410K
RVW Wealth, LLC 0.03% No change 5,315 $410K
Barnes Wealth Management Group, Inc 0.19% Reduce -1.0% 5,304 $409K
Grandfield & Dodd, LLC 0.02% Add +11.8% 5,300 $409K
Baldwin Investment Management, LLC 0.04% Add +46.3% 5,295 $408K
German American Bancorp, Inc. 0.03% New 5,295 $408K
Heartwood Wealth Advisors LLC 0.03% Reduce -8.8% 5,293 $408K
Mattson Financial Services, LLC 0.09% Add +0.0% 5,368 $408K
Evansbrook LLC 0.24% No change 5,255 $405K
Whitaker-Myers Wealth Managers, LTD. 0.07% Reduce -2.2% 5,236 $404K
Sterling Wealth Management, Inc. 0.10% New 5,223 $403K
Plancorp, LLC 0.01% Reduce -47.3% 5,326 $401K
Signal Advisors Wealth, LLC 0.02% Add +20.0% 5,178 $399K
Altfest L J & Co. Inc. 0.04% Add +0.2% 5,178 $399K
Anchor Investment Management, LLC 0.03% Reduce -68.6% 5,162 $398K
HFR Wealth Management, LLC 0.10% No change 5,160 $398K
Arvest Bank Trust Division 0.02% Add +4.4% 5,126 $395K
Northbridge Financial Group, LLC 0.15% Reduce -0.1% 5,124 $395K
SeaCrest Wealth Management, LLC 0.04% Reduce -53.5% 5,110 $394K
Cornerstone Financial Management LLC 0.32% Reduce -7.0% 5,104 $394K
Blue Bell Private Wealth Management, LLC 0.05% Add +1.9% 5,098 $393K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -67.4% 5,095 $393K
MRWM Advisors, LLC 0.16% Reduce -5.1% 5,087 $392K
TD Capital Management LLC 0.03% Add +0.2% 5,080 $392K
James J. Burns & Company, LLC 0.04% No change 5,077 $392K
Uniting Wealth Partners, LLC 0.08% Reduce -32.8% 5,067 $391K
Penobscot Investment Management Company, Inc. 0.03% No change 5,065 $391K
Byrne Financial Freedom, LLC 0.15% No change 5,043 $389K
Clearwave Capital, LLC 0.21% Reduce -9.6% 5,039 $389K
EdgeRock Capital LLC 0.09% Add +16.6% 5,017 $387K
Silverlake Wealth Management LLC 0.07% Add +57.8% 5,016 $387K
Compass Financial Management LLC 0.05% — 5,008 $386K
Absolute Capital Management, LLC 0.10% Reduce -12.5% 5,006 $386K
Nelson Capital Management, LLC 0.04% No change 5,005 $386K
Bantamac Capital, LLC 0.27% No change 5,000 $386K
Hidden Cove Wealth Management, LLC 0.21% Reduce -3.7% 4,992 $385K
Northeast Investment Management 0.01% Add +4.2% 4,984 $384K
Roman Butler Fullerton & Co. 0.09% Add +0.1% 5,078 $382K
SJS Investment Consulting Inc. 0.04% Reduce -3.2% 4,937 $381K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,935 $381K
Americana Partners, LLC 0.01% Reduce -24.7% 4,925 $380K
Midwest Financial Partners Investments, Inc. 0.16% Reduce -18.6% 4,883 $377K
Bcwm, LLC 0.11% Add +17.5% 4,882 $376K
Cascade Financial Partners, LLC 0.03% Add +2.8% 4,849 $374K
Obermeyer Wealth Partners 0.02% No change 4,849 $374K
Register Financial Advisors LLC 0.11% Add +20.3% 4,845 $374K
Private Client Services, LLC 0.10% Reduce -3.3% 4,840 $373K
Summit Asset Management, LLC 0.05% Reduce -8.2% 4,837 $373K
Lee Danner & Bass Inc. 0.02% No change 4,831 $372K
Geneva Partners, LLC 0.10% Add +1.6% 4,841 $372K
Gratus Wealth Advisors, LLC 0.05% No change 4,821 $372K
Cedarwood Wealth LLC 0.28% Add +0.1% 4,791 $369K
Creative Capital Management Investments LLC 0.09% Add +2.5% 4,778 $368K
Peak Planning Group, LLC 0.08% Reduce -2.4% 4,777 $368K
West Michigan Advisors, LLC 0.07% Add +1.3% 4,774 $368K
Stillwater Private Wealth, LLC 0.24% No change 4,725 $368K
Zuckerman Investment Group, LLC 0.03% No change 4,735 $365K
Dumont & Blake Investment Advisors LLC 0.08% Reduce -0.5% 4,718 $364K
First American Trust, FSB 0.02% Add +6.9% 4,715 $364K
TrueWealth Advisors, LLC 0.08% No change 4,705 $363K
Natural Investments, LLC 0.08% New 4,695 $362K
Curran Financial Partners, LLC 0.05% Add +27.9% 4,687 $361K
Secure Asset Management, LLC 0.05% Reduce -40.9% 4,680 $361K
Global Trust Asset Management, LLC 0.11% Add +14.6% 4,678 $361K
Cassilly Financial Group LLC 0.26% Reduce -2.8% 4,675 $361K
Mayport, LLC 0.06% Add +0.2% 4,671 $360K
Birchwood Financial Partners, Inc. 0.29% Add +0.8% 4,659 $359K
BCGM Wealth Management, LLC 0.08% Reduce -4.0% 4,657 $359K
Barnes Pettey Financial Advisors, LLC 0.11% Add +0.0% 4,645 $358K
Mosaic Family Wealth Partners, LLC 0.02% Add +52.1% 4,638 $358K
Archer Investment Corp 0.07% Add +13.1% 4,632 $357K
Family Manage LLC 0.04% No change 4,627 $357K
E6 Portfolios, LLC 0.28% New 4,618 $356K
Obsidian Cio, LLC 0.26% Reduce -39.8% 4,604 $355K
Bell Bank 0.01% Add +23.4% 4,598 $355K
Impact Partnership Wealth, LLC 0.03% New 4,581 $353K
Sentry LLC 0.10% No change 4,575 $353K
Bank Ozk 0.10% Reduce -1.9% 4,558 $351K
Granite Investment Partners, LLC 0.02% No change 4,555 $351K
Rock Point Advisors, LLC 0.09% Add +0.6% 4,544 $350K
Beaton Management Co. Inc. 0.14% No change 4,530 $349K
Nabity-Jensen Investment Management Inc 0.21% No change 4,525 $349K
MB Generational Wealth, LLC 0.17% No change 4,522 $349K
Commonwealth Retirement Investments LLC 0.09% No change 4,513 $348K
Trust Co of the South 0.05% Reduce -9.7% 4,513 $348K
West Wealth Group, LLC 0.06% Add +2.8% 4,509 $348K
Denver Wealth Management, Inc. 0.10% Add +5.1% 4,488 $346K
Pallas Capital Advisors LLC 0.01% New 4,466 $344K
Forum Financial Management, LP 0.00% Reduce -15.6% 4,464 $344K
Affinity Wealth Management LLC 0.04% No change 4,450 $343K
Avaii Wealth Management, LLC 0.10% Add +0.3% 4,443 $343K
Coastwise Capital Group, LLC 0.20% Add +11.4% 4,441 $342K
Potomac Fund Management Inc. 0.01% Reduce -3.8% 4,419 $341K
Magnolia Private Wealth, LLC 0.19% No change 4,400 $339K
Atwood & Palmer Inc. 0.02% No change 4,380 $338K
Cynosure Group, LLC 0.05% Reduce -29.2% 4,373 $337K
MADDEN SECURITIES Corp 0.09% No change 4,372 $337K
Hanson & Doremus Investment Management 0.03% No change 4,370 $337K
Ellsworth Advisors, LLC 0.06% Add +0.2% 4,441 $336K
Trademark Financial Management, LLC 0.14% Reduce -2.8% 4,356 $336K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -46.1% 4,354 $336K
Lifeworks Advisors, LLC 0.04% Add +2.0% 4,349 $335K
Vernal Point Advisors, LLC 0.11% No change 4,320 $333K
Auour Investments LLC 0.10% Reduce -4.9% 4,305 $332K
Calton & Associates, Inc. 0.05% Reduce -70.2% 4,293 $331K
LFG Wealth Partners, LLC 0.15% New 4,277 $330K
Lexington Hill Partners, LLC 0.16% Add +0.3% 4,251 $328K
Wealthstar Advisors, LLC 0.16% New 4,242 $327K
Princeton Capital Management LLC 0.07% No change 4,240 $327K
Chris Bulman Inc 0.12% No change 4,238 $327K
GSG Advisors LLC 0.07% Add +0.2% 4,236 $327K
Integral Investment Advisors, Inc. 0.07% No change 4,230 $326K
Alpha Financial Advisors, LLC 0.09% No change 4,221 $325K
Warner Group LLC 0.08% New 4,216 $325K
KFG Wealth Management, LLC 0.04% Reduce -3.9% 4,212 $325K
Prelude Capital Management, LLC 0.02% New 4,210 $325K
WestHill Financial Advisors, Inc. 0.06% Reduce -0.3% 4,200 $324K
Red Lighthouse Investment Management, LLC 0.10% No change 4,190 $323K
Annex Advisory Services, LLC 0.01% Add +28.8% 4,181 $322K
Drucker Wealth 3.0, LLC 0.05% New 4,178 $322K
Foundation Wealth Management, LLC\PA 0.10% New 4,175 $322K
Intellectus Partners, LLC 0.06% No change 4,167 $321K
Clark Asset Management, LLC 0.03% New 4,153 $320K
MPWM Advisory Solutions, LLC 0.15% Add +1.2% 4,146 $320K
McElhenny Sheffield Capital Management, LLC 0.08% Add +20.0% 4,143 $319K
Strategic Financial Services, Inc. 0.01% No change 4,135 $319K
Cyndeo Wealth Partners, LLC 0.01% Add +26.7% 4,129 $318K
Equity Wealth Partners, LLC 0.11% Add +4.1% 4,126 $318K
J Hagan Capital, Inc. 0.15% Add +30.0% 4,117 $317K
Krane Financial Solutions LLC 0.20% Add +8.9% 4,117 $317K
Sequent Planning LLC 0.07% Reduce -18.3% 4,112 $317K
Cordoba Advisory Partners LLC 0.07% No change 4,105 $317K
Total Clarity Wealth Management, Inc. 0.06% New 4,102 $316K
Clayton Financial Group LLC 0.17% Add +0.1% 4,095 $316K
Aufman Associates Inc 0.13% No change 4,091 $315K
Winthrop Partners - WNY, LLC 0.16% No change 4,090 $315K
Asset One Wealth Management LLC 0.03% Add +2.9% 4,159 $315K
Medallion Wealth Advisors, LLC 0.10% Add +0.7% 4,078 $314K
Mengis Capital Management, Inc. 0.05% Add +0.1% 4,073 $314K
Vestor Capital, LLC 0.02% Reduce -97.0% 2,532 $314K
Hazlett, Burt & Watson, Inc. 0.08% Reduce -30.5% 4,034 $313K
BTC Capital Management, Inc. 0.02% Reduce -39.5% 4,051 $312K
Green Ridge Wealth Planning LLC 0.13% No change 4,050 $312K
Centric Wealth Management 0.05% No change 4,311 $312K
Barnes Dennig Private Wealth Management LLC 0.25% Add +8.1% 4,044 $312K
Colonial River Investments, LLC 0.09% Reduce -14.4% 4,032 $311K
Balance Wealth Partners LLC 0.08% Reduce -1.1% 4,025 $310K
Summit Wealth & Retirement Planning, Inc. 0.07% Add +1.4% 4,025 $310K
LJI Wealth Management, LLC 0.04% Reduce -16.4% 4,021 $310K
N.E.W. Advisory Services LLC 0.02% Add +0.1% 4,021 $310K
Trailhead Planners LLC 0.30% No change 4,000 $308K
Approach Retirement Advisors, LLC 0.22% No change 4,000 $308K
Ceera Investments, LLC 0.13% Add +0.2% 3,995 $308K
Jim Saulnier & Associates, LLC 0.12% No change 3,992 $308K
Bauman Advisory Group, LLC 0.16% Reduce -26.4% 3,992 $308K
DV Trading LLC 0.03% Reduce -24.9% 3,981 $307K
Purewater Capital LLC 0.22% Reduce -9.1% 3,973 $306K
Patrick M Sweeney & Associates, Inc. 0.18% Reduce -5.3% 3,967 $306K
DiNuzzo Private Wealth, Inc. 0.03% No change 3,965 $306K
GR Financial Group, LLC 0.04% New 3,964 $306K
Rise Advisors, LLC 0.09% Add +0.3% 3,951 $305K
Stonebridge Capital Advisors LLC 0.02% Add +25.5% 3,937 $304K
Sidoxia Capital Management, LLC 0.22% No change 3,936 $304K
GAMCO Investors 0.00% Reduce -93.2% 3,936 $304K
Dala Group, LLC 0.25% No change 3,924 $303K
Vident Advisory, LLC 0.00% New 3,904 $301K
Aegis Wealth Management LLC 0.14% No change 3,900 $301K
Rodgers & Associates, LTD 0.03% No change 3,899 $301K
Brick & Kyle, Associates 0.10% No change 4,450 $301K
Alpha Omega Wealth Management LLC 0.05% Reduce -4.1% 3,896 $300K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -0.2% 3,951 $299K
Dunhill Financial, LLC 0.06% Add +1.9% 3,850 $297K
Summit Wealth Group, LLC 0.06% No change 3,850 $297K
Keebeck Wealth Management 0.03% No change 3,850 $297K
High Probability Advisors, LLC 0.03% No change 3,831 $295K
Clare Market Investments LLC 0.05% Reduce -2.5% 3,825 $295K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -2.6% 3,818 $294K
Liberty Wealth Management LLC 0.04% No change 4,340 $293K
Beacon Financial Advisory LLC 0.06% Add +6.8% 3,796 $293K
Legacy Solutions, LLC 0.24% Add +19.1% 3,792 $292K
Planning Directions Inc. 0.14% Add +13.6% 3,786 $292K
O'ROURKE & COMPANY, Inc 0.10% Add +0.0% 3,781 $292K
4J Wealth Management LLC 0.14% Reduce -13.6% 3,752 $289K
Hall Capital Management Co. Inc. 0.09% No change 3,750 $289K
3 Factor Indexing, LLC 0.24% No change 3,745 $289K
SteelPeak Wealth, LLC 0.01% Add +4.8% 3,734 $288K
Topsail Wealth Management, LLC 0.04% Add +0.1% 3,731 $288K
Gold Investment Management Ltd. 0.08% No change 3,725 $287K
Grove Street Fiduciary, LLC 0.12% No change 3,717 $287K
Elevated Capital Advisors, LLC 0.08% Add +0.3% 3,706 $286K
Van Hulzen Asset Management, LLC 0.02% No change 3,685 $284K
WPWealth LLP 0.04% Add +0.4% 3,669 $283K
SPWM Advisors LLC 0.26% Add +0.2% 3,733 $282K
One Charles Private Wealth Services, LLC 0.06% New 3,650 $281K
Covenant Asset Management, LLC 0.05% No change 3,640 $281K
Quantum Financial Partners LLC 0.14% — 3,639 $281K
Shum Financial Group, Inc. 0.17% No change 3,631 $280K
Inlet Private Wealth, LLC 0.07% Reduce -8.0% 3,625 $280K
Worth Financial Advisory Group, LLC 0.12% New 3,620 $279K
Park National Corp. 0.01% No change 3,611 $278K
Financial Symmetry Inc 0.09% Add +0.1% 3,597 $277K
First PREMIER Bank 0.04% Reduce -1.8% 3,588 $277K
Paradigm, Strategies in Wealth Management, LLC 0.17% Add +3.1% 3,592 $277K
CNB Bank 0.11% No change 3,591 $277K
CM Wealth Advisors LLC 0.05% No change 3,588 $277K
Manske Wealth Management 0.07% No change 3,587 $277K
Warwick Investment Management, Inc. 0.03% New 3,576 $276K
TFB Advisors LLC 0.12% No change 3,575 $276K
Penney Financial, LLC 0.10% No change 3,575 $276K
True North Advisors, LLC 0.03% Reduce -17.0% 3,573 $275K
Global Assets Advisory, LLC 0.06% Reduce -80.0% 3,582 $275K
City Center Advisors, LLC 0.22% Reduce -2.9% 3,563 $275K
Ballast Advisors LLC 0.07% Add +278.7% 3,560 $275K
Berger Financial Group, Inc 0.01% Add +3.1% 3,550 $274K
Capstone Financial Advisors, Inc. 0.01% Reduce -0.9% 3,545 $273K
Family Office Research LLC 0.10% Reduce -6.3% 3,539 $273K
Woodley Farra Manion Portfolio Management Inc. 0.01% No change 3,537 $273K
Tulsa Wealth Advisors, INC 0.04% No change 3,536 $273K
Amicus Financial Advisors, LLC 0.07% Reduce -2.4% 3,531 $272K
Sensible Money, LLC 0.07% New 3,530 $272K
Compass Wealth Management LLC 0.05% New 3,529 $272K
Braun-Bostich & Associates Inc. 0.15% No change 3,525 $272K
Chemistry Wealth Management LLC 0.04% No change 3,520 $271K
Prairie Advisory, LLC 0.07% — 3,515 $271K
Icon Wealth Advisors, LLC 0.02% No change 3,511 $271K
SageGuard Financial Group, LLC 0.04% New 3,511 $271K
Canopy Partners, LLC 0.08% Reduce -26.2% 3,501 $270K
Briggs Wealth Management, Inc 0.25% No change 3,500 $270K
Apriem Advisors 0.02% Reduce -4.0% 3,500 $270K
Brogan Financial, Inc. 0.11% Add +0.3% 3,494 $269K
Wealthcare Capital Partners, LLC 0.11% Add +15.7% 3,493 $269K
Bfsg, LLC 0.02% No change 3,492 $269K
Adamsbrown Wealth Consultants LLC 0.05% New 3,492 $269K
Fortress Financial Group, LLC 0.13% Reduce -84.3% 3,488 $269K
Fogel Capital Management, Inc. 0.11% No change 3,480 $268K
Strategy Asset Managers LLC 0.04% Reduce -14.0% 3,477 $268K
Meeder Advisory Services, Inc. 0.01% Reduce -2.0% 3,473 $268K
Capital Wealth Management, LLC 0.06% Reduce -24.3% 3,446 $266K
WealthPoint Financial, LLC 0.19% Add +2.5% 3,439 $265K
Gutierrez Wealth Advisory, LLC 0.15% Add +1.8% 3,431 $265K
Auctus Advisors LLC 0.22% Reduce -4.7% 3,427 $264K
Reliant Wealth Planning 0.07% No change 3,418 $264K
Leelyn Smith, LLC 0.03% Add +1.9% 3,409 $263K
Tortuga Wealth Management, Inc 0.20% No change 3,390 $261K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -40.2% 3,386 $261K
Rosenberg Matthew Hamilton 0.05% No change 3,385 $261K
Woodward Financial Advisors, Inc. 0.09% — 3,384 $261K
Foster Dykema Cabot & Partners, LLC 0.02% No change 3,382 $261K
Postrock Partners LLC 0.11% New 3,382 $261K
Aull & Monroe Investment Management Corp 0.11% No change 3,375 $260K
Detalus Advisors, LLC 0.05% Reduce -1.2% 3,373 $260K
Heritage Wealth Management, Inc. 0.06% New 3,372 $260K
Palisades Hudson Asset Management, L.P. 0.09% No change 3,373 $260K
Focused Wealth Management, Inc 0.02% Reduce -0.2% 3,365 $259K
Tenon Financial LLC 0.08% New 3,360 $259K
Investors Asset Management of Georgia Inc. /Ga/ 0.09% New 3,356 $259K
Xxi Wealth, LLC 0.12% Reduce -2.4% 3,354 $259K
Wealthfront Advisers LLC 0.00% Reduce -11.6% 3,354 $259K
Aspen Wealth Management LLC 0.04% Reduce -1.9% 3,352 $258K
Bravera Wealth 0.10% No change 3,346 $258K
F&V Capital Management, LLC 0.05% No change 3,350 $258K
Legacy Financial Group, Inc. 0.06% Add +0.6% 3,344 $258K
TCP Asset Management, LLC 0.03% Add +0.6% 3,344 $258K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -1.2% 3,344 $258K
Collier Financial 0.18% Reduce -10.1% 3,342 $258K
Stablepoint Partners, LLC 0.04% No change 3,341 $258K
Wealth Architects, LLC 0.02% No change 3,340 $258K
Strategic Financial Planning, Inc. 0.13% Reduce -6.8% 3,338 $257K
Warren Street Wealth Advisors, LLC 0.06% Add +0.6% 3,310 $255K
Frazier Financial Advisors, LLC 0.13% Reduce -14.0% 3,310 $255K
LeClair Wealth Partners LLC 0.13% New 3,309 $255K
Lazari Capital Management, Inc. 0.08% No change 3,306 $255K
Thor Investment Management Inc. /Oh/ 0.14% No change 3,290 $254K
Synergy Financial Group, LTD 0.18% Reduce -35.9% 3,284 $253K
Ifrah Financial Services, Inc. 0.06% Reduce -0.4% 3,283 $253K
Aspen Capital Management, LLC 0.06% Add +0.1% 3,283 $253K
Shira Ridge Wealth Management 0.09% Reduce -2.9% 3,282 $253K
Pathway Financial Advisors LLC 0.03% Add +3.2% 3,321 $253K
55 North Private Wealth, LLC 0.05% Add +0.0% 3,276 $253K
Fiduciary Family Office, LLC 0.06% No change 3,275 $253K
Sageworth Trust Co of South Dakota 0.16% No change 3,273 $252K
Inscription Capital, LLC 0.02% Add +0.3% 3,263 $252K
Matthew Goff Investment Advisor, LLC 0.04% Reduce -11.4% 3,251 $251K
Asio Capital, LLC 0.03% Add +1.0% 3,248 $250K
GoalVest Advisory LLC 0.05% No change 3,242 $250K
Fox Financial, Inc 0.17% Reduce -6.7% 3,237 $250K
Monograph Wealth Advisors, LLC 0.02% No change 3,231 $249K
Andrews, Lucia Wealth Management LLC 0.13% No change 3,227 $249K
Compass Capital Corp. /Ma/ 0.08% No change 3,200 $249K
Cannon Capital Management, Inc. 0.21% No change 3,218 $248K
Mustico Financial Group, Inc. 0.16% No change 3,272 $248K
Aspire Growth Partners LLC 0.14% Add +0.7% 3,213 $248K
Cornerstone Advisory, LLC 0.02% Add +0.1% 3,208 $247K
Brindle & Bay Financial Advisors, LLC 0.12% Add +0.3% 3,204 $247K
Baldwin Wealth Partners LLC 0.02% No change 3,200 $247K
Darrow Company, Inc. 0.10% Reduce -8.1% 3,195 $246K
Woodard & Co. Asset Management Group Inc. 0.04% No change 3,185 $246K
Bridgewealth Advisory Group, LLC 0.05% Reduce -13.7% 3,183 $245K
Charles Schwab Trust Co 0.01% Add +6.1% 3,182 $245K
L.K. Benson & Company, P.C. 0.07% No change 3,169 $244K
Accelerate Investment Advisors LLC 0.14% Reduce -6.9% 3,166 $244K
Snowwater Investment Partners, LLC 0.17% New 3,164 $244K
Heritage Investment Group, Inc. 0.03% No change 3,156 $243K
Golden Road Advisors LLC 0.12% Reduce -0.5% 3,153 $243K
Narwhal Capital Management 0.02% No change 3,150 $243K
Verum Partners LLC 0.04% Reduce -1.4% 3,145 $243K
Triton Wealth Management, PLLC 0.07% Add +6.4% 3,242 $242K
Veracity Capital LLC 0.07% No change 3,141 $242K
Livet Wealth, LLC 0.14% Add +3.9% 3,135 $242K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.03% New 3,134 $242K
Beacon Financial Group 0.02% Add +1.7% 3,129 $241K
Freedom Day Solutions, LLC 0.05% No change 3,129 $241K
Southern Capital Advisors, LLC 0.10% No change 3,120 $241K
Kestra Investment Management, LLC 0.00% New 3,089 $238K
IFC & Insurance Marketing, Inc. 0.21% Add +0.9% 3,080 $238K
Wilkins Investment Counsel Inc. 0.03% No change 3,075 $237K
Mattern Wealth Management LLC 0.04% No change 3,073 $237K
LongView Wealth Management 0.06% Reduce -5.2% 3,073 $237K
Kassira Wealth Management LLC 0.19% No change 3,070 $237K
Milestone Asset Management Group, LLC 0.12% Add +0.1% 3,066 $236K
Sierra Ocean, LLC 0.16% No change 3,057 $236K
Columbia Advisory Partners LLC 0.13% No change 3,037 $234K
Sherrill & Hutchins Financial Advisory, Inc 0.11% No change 3,030 $234K
Michael Brady & Co., LLC 0.21% Reduce -3.0% 3,027 $233K
Cornerstone Planning Group LLC 0.03% Add +5.3% 3,068 $232K
Webster Bank, N. A. 0.02% Add +43.3% 3,010 $232K
Riggs Asset Managment Co. Inc. 0.04% Reduce -1.9% 3,007 $232K
Sittner & Nelson, LLC 0.07% No change 3,004 $232K
Brendel Financial Advisors LLC 0.11% No change 3,000 $231K
Roehl & Yi Investment Advisors, LLC 0.08% No change 3,000 $231K
Praetorian Wealth Management, Inc. 0.04% Reduce -28.1% 2,996 $231K
Orographic Financial Advisors, LLC 0.15% Reduce -3.3% 2,968 $231K
Main Management LLC 0.02% Reduce -37.8% 3,000 $231K
Burney Co./ 0.01% Reduce -22.1% 2,993 $231K
Cerro Pacific Wealth Advisors LLC 0.05% No change 2,993 $231K
MJP Associates Inc. 0.03% Reduce -1.9% 2,985 $230K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% Add +0.2% 2,980 $230K
Financial Advisory Corp 0.03% Add +0.1% 2,968 $229K
Team Hewins, LLC 0.06% No change 2,962 $228K
Farrell Financial LLC 0.12% New 2,955 $228K
Seneschal Advisors, LLC 0.16% No change 2,950 $227K
Resolute Wealth Strategies, LLC 0.09% New 2,949 $227K
White Pine Capital LLC 0.05% New 2,947 $227K
Bucket List Wealth Management, LLC 0.11% New 2,934 $226K
Aventura Private Wealth, LLC 0.07% Add +275.3% 2,931 $226K
Prestige Wealth Management Group LLC 0.04% Add +4.1% 2,925 $226K
Altus Wealth Group LLC 0.08% New 2,910 $224K
Fiduciary Wealth Partners, LLC 0.12% New 2,897 $223K
Tableaux LLC 0.09% New 2,893 $223K
Madrona Financial Services, LLC 0.04% New 2,887 $223K
RMR Capital Management, LLC 0.15% New 2,885 $222K
InTrack Investment Management Inc 0.11% New 2,885 $222K
Shrier Wealth Management, LLC 0.08% New 2,885 $222K
Cannon Wealth Management Services, LLC 0.12% Reduce -7.8% 2,876 $222K
Wingate Wealth Advisors, Inc. 0.10% New 2,871 $221K
Cherry Tree Wealth Management, LLC 0.04% No change 2,860 $221K
Eagle Bay Advisors LLC 0.16% New 2,849 $220K
Carlson Financial, Inc. 0.11% New 2,835 $218K
Cannon Financial Strategists, Inc. 0.02% New 2,827 $218K
Osbon Capital Management LLC 0.17% No change 2,825 $218K
Stash Investments, LLC 0.07% New 2,822 $218K
Stewardship Concepts Financial Services LLC 0.15% New 2,814 $217K
Capital Square, LLC 0.10% Add +2.5% 2,858 $216K
Evolution Wealth Management Inc. 0.13% No change 2,802 $216K
Stolper Co 0.06% New 2,802 $216K
Richmond Investment Services, LLC 0.07% Reduce -50.3% 2,800 $216K
Bridgelight Financial Advisors, Inc. 0.15% New 2,796 $216K
Capstone Wealth Management, Inc. 0.16% New 2,795 $215K
TCFG Investment Advisors, LLC 0.07% New 2,786 $215K
Eukles Asset Management 0.09% Add +0.1% 2,786 $215K
Strategic Advisors LLC 0.05% Reduce -24.9% 2,767 $213K
Gentry Private Wealth, LLC 0.11% New 2,764 $213K
Harpswell Capital Advisors, LLC 0.14% New 2,760 $213K
Black Swift Group, LLC 0.03% New 2,750 $212K
Shelton Capital Management 0.00% New 2,750 $212K
Heritage Family Offices, LLP 0.08% Reduce -39.4% 2,748 $212K
Pacific Excel Wealth Advisors, Inc. 0.08% New 2,748 $212K
Peak Retirement Planning, Inc. 0.03% New 2,747 $212K
Hegarty Advisors, LLC 0.15% New 2,745 $212K
Eagle Harbor Asset Management Inc. 0.17% New 838 $211K
Foguth Wealth Management, LLC. 0.02% Reduce -49.8% 2,818 $211K
Everest Financial Group LLC 0.03% New 2,738 $211K
Wealth Preservation Advisors, LLC 0.12% No change 2,731 $211K
Mason & Associates, LLC 0.04% New 2,726 $210K
Archford Capital Strategies, LLC 0.02% New 2,722 $210K
Rothschild Investment LLC 0.01% No change 2,721 $210K
Menard Financial Group LLC 0.11% New 2,705 $209K
Aquire Wealth Advisors, LLC 0.05% New 2,697 $208K
MRA Advisory Group 0.08% New 2,695 $208K
Strive Financial Group ,LLC 0.09% Add +154.8% 2,693 $208K
Schroder Investment Management Group 0.00% Reduce -11.8% 2,690 $207K
Dickmeyer Boyce Financial Management, Inc. 0.11% New 2,685 $207K
Frederick Financial Consultants, LLC 0.09% New 2,681 $207K
TIAA Wealth Investment Management LLC 0.00% Add +5.4% 2,700 $207K
PW Nova Financial Services LLC 0.04% New 2,671 $206K
Financial Life Advisors 0.06% New 2,663 $205K
Sims Investment Management, LLC 0.06% New 2,855 $205K
Torren Management, LLC 0.10% No change 2,654 $205K
Redmond Asset Management, LLC 0.05% New 2,646 $204K
Allium Financial Advisors, LLC 0.13% New 2,645 $204K
Patton Albertson Miller Group, LLC 0.02% Reduce -70.9% 2,645 $204K
Abound Financial, LLC 0.08% No change 2,642 $204K
PCM Encore, LLC 0.04% New 2,641 $204K
Stephen J. Garry & Associates, LLC 0.15% New 2,640 $204K
Northland Securities, Inc. 0.12% New 2,630 $203K
Hibernia Wealth Partners, LLC 0.11% Reduce -52.9% 2,624 $202K
Hopwood Nicholas Hunter 0.06% New 2,619 $202K
Sutton Place Investors LLC 0.10% New 2,610 $201K
R. W. Roge & Company, Inc. 0.09% New 2,607 $201K
Community Bank & Trust, Waco, Texas 0.04% New 2,612 $201K
Wealth Management Strategies, Inc. 0.08% New 2,599 $200K
3Chopt Investment Partners, LLC 0.04% No change 2,595 $200K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +2.0% 2,575 $199K
NFSG Corp 0.02% Add +266.5% 2,573 $198K
Concord Wealth Partners 0.02% New 2,508 $193K
Provident Wealth Management, LLC 0.05% Reduce -0.7% 2,501 $193K
one8zero8, LLC 0.04% No change 2,500 $193K
Community Financial Services Group, LLC 0.03% Add +7.9% 2,520 $193K
Perkins Coie Trust Co 0.03% No change 2,450 $189K
WealthCollab, LLC 0.07% No change 2,420 $187K
SRH Advisors, LLC 0.05% No change 2,410 $186K
Barrett & Company, Inc. 0.05% No change 2,385 $184K
Pillar Financial Advisors, LLC 0.09% No change 2,285 $176K
Ascentis Independent Advisors 0.47% Reduce -89.2% 2,274 $175K
Manchester Capital Management LLC 0.02% Add +943.8% 2,265 $175K
Addison Advisors LLC 0.08% Reduce -49.1% 2,260 $174K
Acumen Wealth Advisors, LLC 0.04% Reduce -8.4% 2,257 $174K
Kimelman & Baird, LLC 0.01% No change 2,250 $173K
Manning & Napier Advisors LLC 0.00% No change 2,250 $173K
Financial Gravity Companies, Inc. 0.03% — 2,226 $172K
First United Bank & Trust 0.05% No change 2,215 $171K
Steph & Co. 0.04% No change 2,194 $169K
Sage Mountain Advisors LLC 0.01% No change 2,180 $168K
Tanglewood Legacy Advisors, LLC 0.05% No change 2,165 $167K
Keystone Financial Group, Inc. 0.09% No change 2,158 $166K
Reyes Financial Architecture, Inc. 0.09% Reduce -0.6% 2,155 $166K
PlanVest Financial, Inc 0.11% Add +2.9% 2,135 $165K
Walsh & Associates, LLC 0.13% Add +20.6% 2,104 $162K
Hara Capital LLC 0.08% No change 2,050 $158K
Roble, Belko & Company, Inc 0.02% Add +0.1% 2,044 $158K
Marquette Asset Management, LLC 0.02% Reduce -15.2% 2,021 $156K
Morling Financial Advisors, LLC 0.04% No change 2,011 $155K
Vision Retirement, LLC 0.04% Reduce -8.7% 2,005 $155K
Delos Wealth Advisors, LLC 0.08% No change 2,000 $154K
C M Bidwell & Associates Ltd. 0.06% No change 1,980 $153K
Integrity Financial Corp 0.07% Add +0.1% 1,963 $151K
Copia Wealth Management 0.09% No change 1,945 $150K
Hughes Financial Services, LLC 0.02% No change 1,940 $150K
Horizon Financial Services, LLC 0.06% No change 1,917 $148K
Hickory Point Bank & Trust 0.09% No change 1,891 $146K
MTM Investment Management, LLC 0.04% No change 1,890 $146K
Toth Financial Advisory Corp. 0.01% Add +14.1% 1,888 $146K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.10% No change 1,872 $144K
Tidemark, LLC 0.03% Add +7.3% 1,839 $142K
Copeland Capital Management, LLC 0.00% New 1,828 $141K
JDM Financial Group LLC 0.05% No change 1,815 $140K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.7% 1,786 $138K
Quantum Portfolio Management LLC 0.05% New 1,731 $133K
Capital Investment Counsel, Inc 0.01% No change 1,700 $131K
Strategic Wealth Partners, Ltd. 0.01% No change 1,687 $130K
Piscataqua Savings Bank 0.09% Reduce -13.0% 1,675 $129K
Napier Financial, LLC 0.03% Add +0.7% 1,654 $128K
SBI Securities Co., Ltd. 0.00% Reduce -5.1% 1,637 $126K
Darwin Wealth Management, LLC 0.03% Add +0.3% 1,632 $126K
Redwood Park Advisors LLC 0.09% Add +0.3% 1,601 $123K
Strengthening Families & Communities, LLC 0.03% Add +0.3% 1,591 $123K
Activest Wealth Management 0.02% Add +223.5% 1,585 $122K
Elgethun Capital Management 0.02% Add +0.1% 1,581 $122K
Truvestments Capital LLC 0.02% Add +55.9% 837 $121K
S&T Bank 0.04% No change 1,571 $121K
Meramec Financial Planners, LLC 0.04% Reduce -2.6% 1,584 $120K
Y.D. More Investments Ltd 0.00% No change 1,500 $116K
Sankala Group LLC 0.08% Add +17.0% 1,460 $113K
Atlas Capital Advisors Inc. 0.01% Add +9.3% 1,438 $111K
McMillan Office, Inc. 0.01% No change 1,425 $110K
Cetera Trust Company, N.A 0.06% No change 1,424 $110K
Elevation Wealth Partners, LLC 0.03% No change 1,395 $108K
Strategic Investment Advisors / MI 0.01% New 1,376 $106K
Midwest Capital Advisors, LLC 0.04% Reduce -38.9% 1,370 $106K
Harbor Asset Planning, Inc. 0.08% Add +0.1% 1,347 $104K
Hamilton Point Investment Advisors, LLC 0.01% No change 1,335 $103K
High Point Wealth Management, LLC 0.09% No change 1,325 $102K
Westside Investment Management, Inc. 0.01% Reduce -3.5% 1,313 $101K
Nova Wealth Management, Inc. 0.05% No change 1,278 $99K
Advantage Trust Co 0.03% No change 1,255 $97K
Morton Brown Family Wealth, LLC 0.02% Reduce -58.3% 1,244 $96K
Gables Capital Management Inc. 0.03% Add +2.9% 1,229 $95K
Entrust Financial LLC 0.06% No change 1,220 $94K
Montgomery Financial Services LLC 0.08% — 1,196 $92K
Sunrise Financial Services, LLC 0.05% No change 1,190 $92K
Bell Investment Advisors, Inc 0.01% Add +0.3% 1,189 $92K
Basecamp Wealth Advisors LLC 0.02% No change 1,174 $91K
Tucker Asset Management LLC 0.02% Add +15.2% 1,166 $90K
Institute for Wealth Management, LLC. 0.01% New 1,156 $89K
Trust Co 0.01% Add +17.7% 1,142 $88K
Highland Investment Advisors LLC 0.04% — 1,124 $87K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -26.2% 1,127 $86K
Kroeger Financial Partners 0.08% — 1,066 $82K
Blume Capital Management, Inc. 0.01% No change 1,065 $82K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.2% 1,057 $81K
Kelleher Financial Advisors 0.01% Add +100.0% 1,050 $81K
Flagship Wealth Advisors, LLC 0.02% No change 1,030 $79K
Coston, McIsaac & Partners 0.02% No change 1,034 $79K
Hoese & Co LLP 0.05% Reduce -41.0% 989 $76K
Beaird Harris Wealth Management, LLC 0.00% No change 987 $76K
Burnham & Co LLC 0.06% — 980 $76K
Signature Resources Capital Management, LLC 0.03% No change 977 $75K
Pin Oak Investment Advisors Inc. 0.05% Add +20.3% 973 $75K
Winch Advisory Services, LLC 0.02% New 969 $75K
Index Technologies Group LLC 0.06% New 958 $74K
Dynamic Wealth Strategies, LLC 0.04% No change 950 $73K
Graney & King, LLC 0.03% Add +152.2% 918 $71K
Howe & Rusling Inc. 0.00% Add +7.5% 877 $68K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -50.0% 875 $67K
Financial Consulate, Inc. 0.01% Add +130.5% 855 $66K
Triumph Capital Management 0.01% Add +0.1% 847 $65K
True Wealth Design, LLC 0.02% No change 843 $65K
IMG Wealth Management, Inc. 0.04% Reduce -13.2% 832 $64K
Signature Equity Partners, LLC 0.03% Reduce -1.7% 829 $64K
Red Reef Advisors LLC 0.06% Reduce -27.4% 813 $63K
Pioneer Family Office, LLC 0.03% No change 787 $61K
Roxbury Financial LLC 0.05% No change 782 $60K
Kingdom Financial Group LLC. 0.02% Reduce -29.9% 768 $59K
Harborfront Financial Group LLC 0.22% — 765 $59K
Ankerstar Wealth, LLC 0.05% No change 755 $58K
Cape Investment Advisory, Inc. 0.02% New 750 $58K
Smallwood Wealth Investment Management, LLC 0.03% Reduce -34.0% 750 $58K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 749 $58K
Raffa Wealth Management, LLC 0.01% No change 728 $56K
Maryland Capital Advisors Inc. 0.02% — 723 $56K
Tripletail Wealth Management, LLC 0.06% No change 710 $54K
Key Capital Management, INC 0.03% Add +25.1% 689 $53K
Quarry LP 0.01% New 680 $52K
Access Investment Management LLC 0.01% No change 675 $52K
Vermillion Wealth Management, Inc. 0.01% Reduce -55.7% 667 $51K
Delta Asset Management LLC 0.00% No change 665 $51K
Mosley Wealth Management 0.02% New 641 $49K
Spectrum Wealth Advisory Group, LLC 0.01% New 627 $48K
Bank & Trust Co 0.03% No change 621 $48K
NorthStar Asset Management LLC 0.01% New 28,937 $47K
Quest 10 Wealth Builders, Inc. 0.04% Add +12.0% 597 $46K
Measured Wealth Private Client Group, LLC 0.01% Reduce -18.5% 586 $45K
SYM FINANCIAL Corp 0.00% Add +25.7% 572 $44K
WPG Advisers, LLC 0.03% Add +157.5% 569 $44K
American Capital Advisory, LLC 0.02% No change 562 $43K
Timmons Wealth Management, LLC 0.03% Reduce -2.5% 551 $42K
LRI Investments, LLC 0.00% Reduce -15.8% 549 $42K
Nalls Sherbakoff Group, LLC 0.03% No change 521 $40K
Silicon Valley Capital Partners 0.00% Add +0.4% 512 $39K
Reicon Wealth Advisors, LLC 0.02% No change 500 $39K
Bellevue Asset Management, LLC 0.02% No change 500 $39K
Lloyd Advisory Services, LLC. 0.01% Reduce -55.2% 491 $38K
Pflug Koory, LLC 0.01% Add +0.2% 478 $37K
Planning Strategies Inc. 0.02% — 475 $37K
Kiker Wealth Management, LLC 0.01% No change 474 $37K
Covestor Ltd 0.02% Reduce -9.3% 466 $36K
Davis Capital Management 0.02% No change 465 $36K
Breakwater Investment Management 0.01% Reduce -48.6% 460 $35K
Legacies Wealth LLC 0.02% Reduce -10.0% 450 $35K
Security National Bank of Sioux City Iowa 0.01% New 450 $35K
Canton Hathaway, LLC 0.01% New 444 $34K
Vima LLC 0.03% — 437 $34K
Mark Sheptoff Financial Planning, LLC 0.02% No change 437 $34K
Anchor Bay Capital, Inc. 0.02% — 432 $33K
DecisionPoint Financial, LLC 0.01% No change 420 $32K
Gill Capital Partners, LLC 0.01% No change 409 $32K
Strategic Investment Solutions, Inc. 0.01% No change 405 $31K
Minot DeBlois Advisors LLC 0.03% No change 400 $31K
Realta Investment Advisors 0.01% No change 397 $31K
First Financial Corp. 0.01% Add +115.8% 395 $30K
Leo H. Evart, Inc. 0.02% Add +0.3% 382 $29K
Investors Research Corp 0.01% Add +15.4% 375 $29K
Ramirez Asset Management, Inc. 0.00% No change 375 $29K
Decker Retirement Planning Inc. 0.01% No change 360 $28K
Tounjian Advisory Partners, LLC 0.01% New 357 $28K
Holos Integrated Wealth LLC 0.01% No change 340 $26K
Paladin Partners, LLC 0.02% No change 325 $25K
Elevate Wealth Advisory, Inc. 0.01% No change 315 $24K
Founders Capital Management 0.01% Add +0.3% 314 $24K
POM Investment Strategies, LLC 0.03% Reduce -78.5% 309 $24K
West Branch Capital LLC 0.01% No change 300 $23K
Quent Capital, LLC 0.00% No change 297 $23K
Financial Management Professionals, Inc. 0.00% Add +47.0% 294 $23K
VSM Wealth Advisory, LLC 0.01% No change 290 $22K
Networth Advisors, LLC 0.01% Reduce -23.6% 288 $22K
Hurley Capital, LLC 0.01% No change 268 $21K
Financial Network Wealth Advisors LLC 0.02% No change 265 $20K
Wiser Advisor Group LLC 0.02% Add +0.4% 263 $20K
Raleigh Capital Management Inc. 0.01% Reduce -11.1% 257 $20K
Wilkerson Advisory Group LLC 0.01% Add +77.1% 255 $20K
Cary Street Partners Investment Advisory LLC 0.00% No change 255 $20K
Kozak & Associates, Inc. 0.00% No change 256 $20K
Bullock Wealth Management Group 0.01% No change 250 $19K
Oakmont Advisory Group, LLC 0.02% New 235 $18K
Front Row Advisors LLC 0.01% No change 230 $18K
Caldwell Sutter Capital, Inc. 0.01% No change 231 $18K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 230 $18K
Timbuktu Capital Management, LLC 0.03% — 219 $17K
PFS Partners, LLC 0.01% Add +0.5% 213 $16K
TOP Private Wealth LLC. 0.02% — 206 $16K
McDonald Partners LLC 0.00% New 200 $15K
Cornerstone National Bank & Trust Co 0.01% No change 200 $15K
Align Financial, LLC 0.01% No change 190 $15K
Tower View Wealth Management LLC 0.01% New 187 $14K
Monetary Solutions, Ltd 0.01% Add +215.8% 180 $14K
Cheviot Value Management, LLC 0.00% No change 178 $14K
Kilter Group LLC 0.00% Reduce -25.1% 176 $14K
BankChampaign, National Association 0.01% No change 176 $14K
Longview Financial Advisors LLC 0.01% No change 175 $13K
Kennebec Savings Bank 0.01% No change 170 $13K
William B. Walkup & Associates, Inc. 0.01% New 169 $13K
REAP Financial Group, LLC 0.00% New 164 $13K
Markowski Investments 0.00% — 155 $12K
Gleason Group, Inc. 0.00% Reduce -95.5% 154 $12K
Transamerica Financial Advisors, LLC 0.00% Add +655.6% 136 $10K
Peterson Wealth Services 0.00% No change 130 $10K
Byrne Asset Management LLC 0.01% No change 125 $10K
Wagner Wealth Management, LLC 0.00% No change 124 $10K
First Community Trust NA 0.00% No change 121 $9K
GFS Advisors, LLC 0.00% Reduce -22.7% 206,251 $9K
Hamrick Investment Counsel, llc 0.01% Reduce -84.3% 106 $8K
Atlatl Advisers LLC 0.00% New 104 $8K
Portfolio Resources Advisor Group, Inc. 0.01% Reduce -19.8% 101 $8K
Corient IA LP 0.01% Reduce -95.0% 100 $8K
Comprehensive Financial Planning, Inc. 0.00% Add +33.3% 100 $8K
Highline Wealth Partners LLC 0.00% Add +312.5% 99 $8K
Prudent Man Investment Management, Inc. 0.00% No change 115 $8K
4Thought Financial Group Inc. 0.00% Reduce -99.7% 91 $7K
Aspect Partners, LLC 0.00% New 85 $7K
Parvin Asset Management, LLC 0.00% No change 80 $6K
Wellington-Altus USA Inc. 0.00% Reduce -94.3% 80 $5K
NorthAvenue LLC 0.00% New 70 $5K
Country Trust Bank 0.00% New 69 $5K
Ulland Investment Advisors, LLC 0.00% No change 65 $5K
Heritage Wealth Advisors 0.00% No change 55 $4K
Valued Wealth Advisors LLC 0.00% No change 53 $4K
Game Plan Financial Advisors, LLC 0.00% No change 50 $4K
SWAN Capital LLC 0.00% Reduce -70.6% 50 $4K
Morse Asset Management, Inc 0.00% No change 47 $4K
Hilton Head Capital Partners, LLC 0.00% Reduce -69.6% 41 $3K
Westfuller Advisors, LLC 0.00% No change 36 $3K
Spirit of America Management Corp. 0.00% Add +5205.0% 173,366 $2K
Evolution Advisers, Inc. 0.00% Reduce -93.8% 35 $2K
Hager Investment Management Services, LLC 0.00% Reduce -28.6% 25 $2K
Logan Capital Management Inc. 0.00% — 25 $2K
Rachor Investment Advisory Services, LLC 0.00% No change 24 $2K
Atlantic Private Wealth, LLC 0.00% No change 21 $2K
Gould Capital, LLC 0.00% No change 16 $1K
Fairscale Capital, LLC 0.00% No change 16 $1K
Valley National Advisers Inc. 0.00% New 13 $1K
LM Advisors LLC 0.00% Add +1382.0% 9,455 $726
Prosperity Bancshares Inc 0.00% New 9 $694
Luminist Capital LLC 0.00% New 5 $386

"% 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.