iShares Core S&P Small-Cap EIJRETF

13F holders, Q1 2024 (March 31)
2,328holders
6famous investors
$110.45avg. 13F price*

At the end of Q1 2024, 2,328 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($3.7B), Bank of America Corp. ($3.4B) and FMR LLC ($2.2B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Core S&P Small-Cap E
CUSIP
464287804
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions108$492.9M
Exits93$207.0M

Ownership 2,328 holders

Northwestern Mutual Wealth Management Co. 3.83% Add +2.4% 33,754,079 $3.7B
Bank of America Corp. 0.33% Add +10.2% 30,704,274 $3.4B
FMR LLC 0.15% Add +30.5% 20,161,991 $2.2B
Morgan Stanley 0.17% Add +2.3% 19,201,490 $2.1B
Wells Fargo & Company 0.49% Add +0.5% 16,627,764 $1.8B
Bank of New York Mellon Corp 0.32% Reduce -7.0% 15,070,228 $1.7B
LPL Financial LLC 0.77% Add +10.8% 12,992,538 $1.4B
Goldman Sachs Group Inc. 0.29% Reduce -8.7% 12,554,898 $1.4B
UBS Group AG 0.40% Add +9.6% 11,100,554 $1.2B
Raymond James & Associates 0.72% Add +2.1% 9,548,329 $1.1B
Envestnet Asset Management Inc. 0.36% Reduce -17.3% 8,620,831 $952.8M
First Command Advisory Services, Inc. 9.97% Reduce -9.8% 8,597,327 $950.7M
PNC Financial Services Group, Inc. 0.66% Reduce -0.8% 8,525,897 $942.3M
Northern Trust Corp. 0.15% Add +0.9% 8,110,254 $896.3M
Financial Engines Advisors L.L.C. 1.96% Add +2.1% 7,861,618 $868.9M
BlackRock Inc. 0.02% Add +1.0% 7,574,909 $837.2M
Royal Bank of Canada 0.20% Add +2.1% 7,390,988 $816.9M
Ameriprise Financial Inc. 0.18% Reduce -5.2% 6,011,182 $665.7M
Cresset Asset Management, LLC 3.03% Add +81.5% 5,622,677 $621.4M
Glenmede Trust Co. NA 2.97% Add +5.9% 5,352,253 $591.5M
US Bancorp \de 0.80% Add +0.0% 5,221,508 $577.1M
Truist Financial Corp. 0.86% Add +0.6% 5,127,992 $566.7M
Provida Pension Fund Administrator 10.61% Reduce -25.7% 3,866,381 $427.6M
Keybank National Association 1.73% Reduce -0.4% 3,793,903 $419.3M
Commonwealth Equity Services, LLC 0.69% Add +4.5% 3,748,419 $414.3M
Raymond James Financial Services Advisors, Inc. 0.61% Reduce -1.2% 3,744,500 $413.8M
Baird Financial Group, Inc. 0.86% Add +3.0% 3,723,242 $411.5M
Regions Financial Corp. 3.00% Add +0.9% 3,576,550 $395.3M
Northwestern Mutual Investment Management Company, LLC 10.23% Add +3.0% 3,543,123 $391.6M
JPMorgan Chase & Co. 0.03% Add +12.9% 3,219,496 $355.8M
HighTower Advisors, LLC 0.54% Reduce -0.6% 2,997,834 $331.3M
Acorns Advisers, LLC 3.06% Add +3.1% 2,476,544 $273.7M
Pathstone Holdings, LLC 1.20% Add +8.0% 2,299,095 $254.1M
Balyasny Asset Management L.P. 0.66% Reduce -9.0% 2,253,350 $249.0M
Haverford Trust Co 2.49% Add +3.5% 2,158,804 $238.6M
Millburn Ridgefield LLC 6.49% Add +17.0% 2,121,096 $234.4M
Catalyst Capital Advisors LLC 5.64% Add +17.0% 2,121,096 $234.4M
Circle Wealth Management, LLC 5.82% Reduce -0.0% 2,115,906 $233.8M
Fifth Third Bancorp 0.91% Reduce -2.3% 2,099,304 $232.0M
Mariner, LLC 0.46% Add +2.4% 2,026,152 $223.9M
Alesco Advisors, LLC, An ESL Co 7.00% Reduce -4.1% 1,925,038 $212.8M
Citigroup Inc. 0.23% Add +6.1% 1,885,408 $208.4M
Cerity Partners LLC 0.53% Add +14.7% 1,802,281 $199.0M
Cetera Investment Advisers 0.46% Add +155.1% 1,775,694 $196.2M
Valeo Financial Advisors, LLC 6.78% Add +7.6% 1,909,851 $189.0M
Bank of Montreal 0.06% Reduce -1.1% 1,695,821 $186.5M
Members Trust Co 5.30% Reduce -9.6% 1,607,764 $177.7M
Wealthspire Advisors, LLC 2.37% Add +1.6% 1,606,405 $177.5M
Osaic Holdings, Inc. 0.38% Reduce -43.4% 1,532,795 $169.4M
Creative Planning 0.19% Reduce -6.9% 1,519,588 $167.9M
State Street Corp. 0.01% Reduce -2.0% 1,506,471 $166.5M
Stifel Financial Corp. 0.18% Add +41.3% 1,457,606 $161.1M
MAI Capital Management 1.68% Add +14.7% 1,453,740 $160.7M
Rockefeller Capital Management L.P. 0.46% Add +5.3% 1,425,397 $157.5M
Clark Capital Management Group, Inc. 1.16% Reduce -35.7% 1,401,279 $154.9M
Moneta Group Investment Advisors LLC 2.50% Reduce -0.4% 1,388,300 $153.4M
Mesirow Financial Investment Management, Inc. 3.31% Add +24.1% 1,316,301 $145.5M
Modera Wealth Management, LLC 2.20% Add +19.6% 1,308,567 $144.6M
Nationwide Fund Advisors 15.43% No change 1,288,643 $142.4M
West Coast Financial LLC 16.19% Add +4.5% 1,207,293 $133.4M
Comerica Bank 0.57% Add +1.2% 1,204,767 $133.2M
M&T Bank Corp 0.45% Add +1.4% 1,169,932 $129.3M
Wealth Enhancement Advisory Services, LLC 0.32% Add +2.5% 1,135,222 $125.5M
United Capital Financial Advisors, LLC 1.02% Add +2.7% 1,120,367 $123.8M
MML Investors Services, LLC 0.50% Reduce -10.6% 1,097,440 $121.3M
Federation des caisses Desjardins du Quebec 0.87% Add +57.8% 1,093,294 $120.8M
Franklin Resources Inc. 0.04% Add +7.3% 1,072,960 $118.6M
Kestra Advisory Services, LLC 0.77% Add +5.8% 1,041,266 $115.1M
Jones Financial Companies LLLP 0.16% Add +5.4% 1,035,928 $114.5M
Farmers & Merchants Investments Inc. 3.51% Add +2.9% 940,699 $104.0M
Assetmark, Inc. 0.34% Add +52.7% 932,594 $103.1M
Corient Private Wealth LP 0.18% Add +9.4% 911,717 $100.8M
Acropolis Investment Management, LLC 6.41% Add +0.7% 886,659 $98.0M
Connecticut Wealth Management, LLC 5.21% Add +6.1% 885,811 $97.9M
Bessemer Group Inc. 0.17% Add +9.8% 857,222 $94.7M
UMB Bank, n.a. 1.49% Reduce -3.8% 850,134 $94.0M
BLB&B Advisors, LLC 5.27% Add +0.3% 844,932 $93.4M
Greenleaf Trust 0.85% Add +2.0% 822,971 $91.0M
Bridges Investment Management Inc. 2.82% Reduce -5.3% 818,115 $90.4M
Sequoia Financial Advisors, LLC 1.10% Add +2.2% 796,980 $88.1M
Destination Wealth Management 2.89% Add +1.4% 786,523 $86.9M
SigFig Wealth Management, LLC 3.16% Reduce -2.9% 779,276 $86.1M
Accredited Investors Inc. 5.40% Add +1.3% 761,074 $84.1M
Allworth Financial LP 0.59% Add +4.5% 760,471 $84.0M
Beacon Investment Advisory Services, Inc. 3.49% Add +9.2% 731,747 $80.9M
Janney Montgomery Scott LLC 0.24% Reduce -6.5% 727,957 $80.5M
J.Safra Asset Management Corp 8.89% New 710,882 $78.6M
Avantax Advisory Services, Inc. 0.70% Add +1.3% 708,800 $78.3M
Focus Partners Wealth 0.63% Add +125.0% 704,094 $77.8M
Main Management ETF Advisors, LLC 4.11% Add +3.5% 702,900 $77.7M
Moss Adams Wealth Advisors LLC 12.48% Add +23.4% 702,712 $77.7M
Cambridge Investment Research Advisors, Inc. 0.30% Reduce -1.6% 697,422 $77.1M
Steele Capital Management, Inc. 4.11% Add +10.9% 648,136 $71.6M
Sandy Spring Bank 3.24% Add +1.7% 643,201 $71.1M
Victory Capital Management Inc. 0.07% Reduce -21.0% 639,857 $70.7M
Goelzer Investment Management, Inc. 3.83% Add +13.3% 611,404 $67.6M
Glenview Trust Co 1.45% Add +3.4% 611,368 $67.6M
First National Trust Co 2.70% Reduce -9.2% 601,966 $66.5M
Oakworth Capital, Inc. 4.93% Add +2.7% 592,051 $65.4M
Sigma Investment Counselors Inc. 4.17% Reduce -0.0% 586,038 $64.8M
Whittier Trust Co. 0.94% Add +4.7% 582,706 $64.4M
One Day In July LLC 8.49% Reduce -0.2% 578,488 $63.9M
Alaska Permanent Capital Management, LLC 4.95% Add +19.5% 574,706 $63.6M
St. Louis Trust Co 9.65% Add +0.6% 558,948 $61.8M
First Business Financial Services, Inc. 6.61% Add +0.5% 557,631 $61.6M
Steward Partners Investment Advisory, LLC 0.68% Add +6.4% 553,912 $61.2M
Stratos Wealth Partners, LTD. 1.02% Add +11.5% 549,772 $60.8M
Becker Capital Management Inc. 2.05% Add +3.5% 539,710 $59.6M
Private Advisor Group, LLC 0.43% Add +0.1% 538,327 $59.5M
Synovus Financial Corp. 0.77% Add +9.8% 537,512 $59.4M
Bokf, NA 1.06% Reduce -6.5% 534,372 $58.5M
Tiaa Trust, National Association 0.18% Reduce -20.9% 526,684 $58.2M
Arrow Financial Corp 5.74% Add +1.9% 523,308 $57.8M
Full Sail Capital, LLC 3.99% Add +4.7% 518,077 $57.3M
Voya Investment Management LLC 0.06% Add +4.5% 504,769 $55.8M
Klingman & Associates, LLC 3.95% Add +3.6% 497,202 $55.0M
Spire Wealth Management 1.01% Reduce -1.0% 112,684 $54.7M
First Interstate Bank 3.78% Reduce -1.3% 493,240 $54.5M
Thrivent Financial for Lutherans 0.11% Reduce -33.9% 488,993 $54.0M
Dynasty Wealth Management, LLC 1.69% — 479,451 $53.0M
Stack Financial Management, Inc 4.86% New 479,015 $52.9M
Financial Advisors, LLC 10.92% Add +2.2% 477,381 $52.8M
Natixis Advisors, LLC 0.12% Add +8.1% 473,552 $52.3M
Quotient Wealth Partners, LLC 1.85% Add +5.4% 469,588 $51.9M
Fiduciary Trust Co 0.79% Reduce -1.8% 468,742 $51.8M
Atria Wealth Solutions, Inc. 0.58% Reduce -1.2% 467,795 $51.7M
Bank of Nova Scotia 0.10% Reduce -0.3% 466,328 $51.5M
Equitable Holdings, Inc. 0.57% Add +1.5% 456,893 $50.5M
Legacy Wealth Management, LLC 3.68% Add +3.5% 451,745 $49.9M
Bangor Savings Bank 5.10% Add +3.9% 450,761 $49.8M
Mission Wealth Management, LP 1.33% Add +1.9% 449,015 $49.6M
NorthCoast Asset Management LLC 0.63% New 447,794 $49.5M
Flputnam Investment Management Co. 1.05% Reduce -0.2% 446,511 $49.3M
NewEdge Advisors, LLC 0.43% Add +2.2% 443,879 $49.1M
Sage Financial Group Inc. 4.40% Add +5.7% 442,792 $48.9M
Vicus Capital 4.46% Add +1.4% 442,421 $48.9M
Oppenheimer Asset Management Inc. 0.71% Reduce -10.1% 437,554 $48.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -63.5% 432,454 $47.8M
Northwest Quadrant Wealth Management, LLC 11.67% Add +0.6% 431,434 $47.7M
Smith Chas P & Associates Pa Cpas 2.85% Add +7.7% 426,700 $47.2M
Wealth Architects, LLC 6.20% Add +1.9% 425,855 $47.1M
Envestnet Portfolio Solutions, Inc. 0.17% Reduce -15.6% 417,996 $46.2M
WMS Partners, LLC 3.18% Add +7.6% 417,739 $46.2M
Peapack Gladstone Financial Corp. 0.72% Add +5.8% 416,475 $46.0M
Mercer Global Advisors Inc. 0.13% Add +0.7% 397,361 $45.4M
Raymond James Trust N.A. 1.10% Add +4.6% 410,523 $45.4M
Alberta Investment Management Corp 0.47% New 405,723 $44.8M
Conning Inc. 1.52% Add +1.3% 401,912 $44.4M
Cahaba Wealth Management, Inc. 4.02% Add +5.1% 400,455 $44.3M
Voya Financial Advisors, Inc. 5.04% Add +77.6% 401,575 $44.2M
Allspring Global Investments Holdings, LLC 0.07% Add +1.3% 395,532 $43.7M
Calamos Wealth Management LLC 2.42% Add +5.8% 382,079 $42.2M
Edge Capital Group, LLC 2.09% Add +17.4% 379,940 $42.0M
Stockman Wealth Management, Inc. 7.36% Add +7.4% 377,213 $41.7M
West Paces Advisors Inc. 10.87% Add +1.7% 373,294 $41.3M
Valmark Advisers, Inc. 0.71% Reduce -2.3% 370,063 $40.9M
Rebalance, LLC 3.36% Add +1.0% 369,867 $40.9M
HCR Wealth Advisors 6.16% Reduce -2.5% 367,310 $40.6M
United Bank 4.74% Add +2.0% 359,462 $39.7M
LVZ, Inc. 5.37% Reduce -48.0% 357,599 $39.5M
Arcataur Capital Management LLC 14.19% Reduce -0.6% 357,230 $39.5M
Chesley Taft & Associates LLC 2.01% Add +0.4% 355,176 $39.3M
RKL Wealth Management LLC 3.84% Add +6.4% 350,616 $38.8M
Bartlett & Co. Wealth Management LLC 0.59% Add +5.5% 349,522 $38.6M
Savant Capital, LLC 0.44% Add +24.2% 343,663 $38.0M
Choate Investment Advisors 1.02% Add +324.6% 342,472 $37.9M
Graypoint LLC 2.71% Add +13.2% 338,394 $37.4M
Opus Capital Group, LLC 5.42% Reduce -0.3% 335,777 $37.1M
Albion Financial Group 2.85% Reduce -0.5% 334,357 $37.0M
Clearstead Advisors, LLC 1.82% Add +12.7% 335,789 $36.7M
Fulton Breakefield Broenniman LLC 2.78% Add +121.6% 326,683 $36.1M
Strategic Wealth Partners Group, LLC 3.94% Reduce -0.5% 323,469 $35.7M
Lazard Asset Management LLC 0.05% Reduce -1.5% 323,197 $35.7M
Bronte Capital Management Pty Ltd. 2.97% New 322,789 $35.7M
Ally Invest Advisors Inc. 3.53% Add +2.7% 321,831 $35.6M
CIBC Private Wealth Group LLC 0.07% Add +4.7% 323,794 $35.4M
Graves Light Lenhart Wealth, Inc. 4.08% Add +4.1% 318,317 $35.2M
Axxcess Wealth Management, LLC 0.99% Add +3.5% 315,380 $34.9M
SilverOak Wealth Management LLC 8.63% Add +3.7% 314,387 $34.7M
MainStreet Investment Advisors LLC 4.16% Reduce -6.0% 313,636 $34.7M
Grove Bank & Trust 5.82% Add +3.2% 312,503 $34.5M
Cape Cod Five Cents Savings Bank 3.29% Add +0.9% 309,174 $34.2M
Ballentine Partners, LLC 0.65% Reduce -1.2% 307,810 $34.0M
Lake Street Advisors Group, LLC 1.58% Reduce -12.5% 306,242 $33.8M
Louisiana State Employees Retirement System 0.66% Reduce -5.0% 304,846 $33.7M
Atlanta Consulting Group Advisors, LLC 11.60% — 303,409 $33.5M
Planning Alternatives Ltd. 5.45% Reduce -0.1% 300,287 $33.2M
Fiera Capital Corp 0.10% Reduce -2.1% 299,824 $33.1M
First Merchants Corp. 2.48% Reduce -6.6% 298,886 $33.0M
Abound Wealth Management 12.50% Add +5.7% 296,856 $32.8M
Newbrook Capital Advisors LP 4.23% New 295,355 $32.6M
JFS Wealth Advisors, LLC 2.58% Reduce -4.9% 294,167 $32.5M
BOK Financial Private Wealth, Inc. 2.42% Add +7.0% 293,997 $32.5M
Magnus Financial Group LLC 3.88% Add +4.6% 293,606 $32.4M
Oppenheimer & Co. Inc. 0.54% Add +21.4% 293,435 $32.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.74% Add +1.1% 293,332 $32.4M
MCF Advisors LLC 2.50% Add +1.3% 291,936 $32.3M
Johnson Investment Counsel Inc. 0.35% Add +7.1% 291,187 $32.2M
Heck Capital Advisors, LLC 4.91% Add +2.4% 290,998 $32.2M
Fi3 FINANCIAL ADVISORS, LLC 14.76% Add +3.1% 299,576 $32.1M
Elk River Wealth Management LLC 6.51% Reduce -5.0% 289,469 $32.0M
Capital Asset Advisory Services LLC 1.83% Add +1.1% 297,263 $32.0M
MPS Loria Financial Planners, LLC 10.69% Reduce -2.7% 288,002 $31.8M
Nan Shan Life Insurance Co., Ltd. 0.75% Add +2.1% 286,705 $31.7M
Ally Financial Inc. 4.27% Add +5.5% 286,000 $31.6M
Frontier Asset Management, LLC 11.60% Add +19.8% 285,727 $31.6M
MassMutual Private Wealth & Trust, FSB 0.97% Reduce -10.9% 283,333 $31.3M
Qube Research & Technologies Ltd 0.06% Add +1996.1% 282,550 $31.2M
Global Retirement Partners, LLC 1.12% Add +11.2% 271,577 $30.0M
Quadrant Capital Group LLC 2.36% Add +3.7% 270,619 $29.9M
Capital Investment Advisors, LLC 0.69% Reduce -7.7% 269,179 $29.7M
Hudock, Inc. 6.55% Add +0.2% 269,106 $29.7M
Financial Counselors Inc. 0.50% Add +16.6% 268,577 $29.7M
Wallington Asset Management, LLC 4.60% Add +0.1% 265,554 $29.3M
Headinvest, LLC 5.68% Reduce -1.3% 263,457 $29.1M
Shoker Investment Counsel, Inc. 10.34% Add +1.7% 264,727 $29.0M
Brown Advisory Inc. 0.04% Reduce -2.6% 260,972 $28.8M
Cwm, LLC 0.14% Add +17.7% 259,308 $28.7M
D.A. Davidson & Co. 0.26% Reduce -1.6% 257,438 $28.5M
Curi Capital, LLC 0.66% Add +69.0% 256,332 $28.3M
RTD Financial Advisors, Inc. 3.81% Add +0.4% 256,281 $28.3M
Pinnacle Associates Ltd. 0.45% Reduce -0.1% 255,619 $28.3M
Journey Advisory Group, LLC 3.38% Add +7.4% 247,313 $27.3M
First Financial Bank - Trust Division 2.63% Add +6.7% 247,311 $27.3M
Whittier Trust Co. of Nevada Inc. 0.78% Add +0.3% 246,525 $27.2M
Alaska Wealth Advisors, LLC 4.12% Add +33.0% 246,505 $27.2M
Cumberland Advisors Inc. 10.00% Add +32.5% 243,235 $26.9M
Madison Asset Management, LLC 0.33% Add +18.6% 242,781 $26.8M
Marcum Wealth, LLC 2.72% Add +21.8% 242,525 $26.8M
Obsidian Cio, LLC 6.59% Add +7.3% 242,252 $26.8M
Ashton Thomas Private Wealth, LLC 1.52% Add +9.5% 239,887 $26.5M
Hancock Whitney Corp. 0.91% Reduce -9.1% 238,927 $26.4M
First Financial Bankshares Inc 0.59% Reduce -0.1% 238,504 $26.4M
Prudential Financial Inc. 0.04% Reduce -1.1% 237,651 $26.3M
Colony Family Offices, LLC 8.39% Add +1.1% 234,672 $25.9M
Single Point Partners, LLC 6.00% Add +3.8% 233,780 $25.8M
Birch Hill Investment Advisors LLC 1.25% Add +31.5% 232,350 $25.7M
Lebenthal Global Advisors, LLC 5.71% Add +69.0% 232,205 $25.7M
MBL Wealth, LLC 2.88% Add +0.2% 228,925 $25.3M
Legal & General Group Plc 0.01% Add +42.2% 228,627 $25.3M
Principal Securities, Inc. 0.79% Reduce -24.8% 228,117 $25.2M
Venture Visionary Partners LLC 1.20% Add +0.3% 227,815 $25.2M
1ST Source Bank 1.46% Reduce -4.9% 227,664 $25.2M
Blair William & Co. 0.08% Add +11.8% 226,546 $25.0M
Vision Capital Management, Inc. 3.70% Reduce -0.1% 224,696 $24.8M
Guidance Capital, Inc. 9.11% Reduce -8.1% 238,970 $24.7M
Montag A & Associates Inc. 1.24% Add +6.0% 223,683 $24.7M
Mangrove Partners Im, LLC 2.12% Reduce -72.5% 223,300 $24.7M
Advisory Services Network, LLC 0.54% Add +4.7% 221,750 $24.5M
Nottingham Advisors, Inc. 2.99% Reduce -30.3% 221,190 $24.4M
Avidian Wealth Enterprises, LLC 1.30% Add +55.1% 220,721 $24.4M
Resonant Capital Advisors, LLC 2.08% Add +4.3% 219,914 $24.3M
Main Management LLC 2.07% Add +126434.7% 218,905 $24.2M
Harbor Group, Inc. 6.37% Add +5.5% 218,685 $24.2M
Simplicity Wealth,LLC 0.57% Add +7497.4% 218,046 $24.1M
Wealthcare Advisory Partners LLC 0.79% Add +6.4% 216,637 $23.9M
Geneos Wealth Management Inc. 1.09% Reduce -4.1% 214,500 $23.7M
Asio Capital, LLC 4.99% Add +0.9% 212,810 $23.5M
Rehmann Capital Advisory Group 1.74% Add +7.0% 211,310 $23.4M
Conservest Capital Advisors, Inc. 2.35% Reduce -39.1% 208,377 $23.0M
Bar Harbor Wealth Management 1.54% Add +1.3% 207,785 $23.0M
Harbour Trust & Investment Management Co 2.87% Add +12.5% 207,116 $22.9M
Cedar Mountain Advisors, LLC 5.73% Add +0.5% 206,232 $22.8M
Pittenger & Anderson Inc. 0.92% Add +5.0% 204,556 $22.6M
O'Dell Group, LLC 5.49% Reduce -1.3% 202,586 $22.4M
Baron Wealth Management LLC 11.86% Add +4.0% 202,128 $22.3M
SVB Wealth LLC 0.50% Reduce -8.5% 201,522 $22.3M
Sageworth Trust Co 1.44% Reduce -0.3% 201,424 $22.3M
Cornerstone Advisory, LLC 3.17% Add +14.6% 201,383 $22.3M
Summit Financial Strategies, Inc. 3.09% Add +0.0% 200,763 $22.2M
Galvin, Gaustad & Stein, LLC 2.04% Add +28.1% 198,075 $21.9M
Simmons Bank 1.64% Reduce -0.1% 197,568 $21.8M
Horan Securities, Inc. 10.28% Reduce -40.1% 197,133 $21.8M
&partners 3.00% Add +81.7% 197,055 $21.8M
Prime Capital Investment Advisors, LLC 0.30% Reduce -3.8% 195,581 $21.6M
D. E. Shaw & Co. 0.03% New 195,312 $21.6M
Round Rock Advisors LLC 5.15% Add +1.8% 194,521 $21.5M
Avior Wealth Management, LLC 1.00% Reduce -2.7% 194,084 $21.5M
Smith, Moore & Co. 2.29% Add +2.2% 194,082 $21.4M
Dechtman Wealth Management, LLC 4.99% Reduce -2.6% 193,351 $21.4M
Vantage Financial Partners, LLC 5.75% Add +0.8% 193,252 $21.4M
Mason Street Advisors, LLC 3.59% No change 193,200 $21.4M
Crescent Grove Advisors, LLC 2.23% Add +7.0% 193,131 $21.3M
CJM Wealth Advisers, Ltd. 8.03% Reduce -0.1% 191,697 $21.2M
YHB Investment Advisors, Inc. 1.87% Add +6.6% 190,571 $21.1M
Northeast Financial Consultants Inc 1.03% Add +54.4% 189,727 $21.0M
Cornerstone Planning Group LLC 6.52% Add +7.5% 195,728 $21.0M
OneDigital Investment Advisors LLC 0.33% Reduce -15.4% 188,685 $20.9M
Bank of Stockton 6.39% Reduce -0.8% 187,429 $20.7M
Lutz Financial Services LLC 1.81% Add +0.5% 187,076 $20.7M
Annex Advisory Services, LLC 0.73% Reduce -55.9% 187,018 $20.7M
Founders Financial Securities LLC 2.16% Reduce -22.9% 186,677 $20.6M
Credit Suisse AG/ 0.02% Reduce -0.2% 186,481 $20.6M
ESL Trust Services, LLC 5.38% Add +7.8% 185,934 $20.5M
Sigma Planning Corp 0.65% Add +92.4% 185,885 $20.5M
BNP Paribas Financial Markets 0.03% Add +35.8% 184,990 $20.4M
Integrated Wealth Concepts LLC 0.29% Reduce -0.3% 183,660 $20.3M
Roth Financial Partners LLC 8.90% Add +8.4% 181,834 $20.1M
Pinnacle Financial Partners Inc 0.43% Add +3.1% 180,341 $19.9M
IFG Advisors, LLC 5.12% Add +4.3% 179,037 $19.8M
Truefg, LLC 7.24% Add +1.4% 178,850 $19.8M
Horizon Investments, LLC 0.52% Reduce -12.5% 178,588 $19.7M
Executive Wealth Management, LLC 1.73% Reduce -5.5% 180,250 $19.7M
Willis Johnson & Associates, Inc. 1.71% Add +2.4% 177,731 $19.6M
Capital Analysts, LLC 0.90% Add +3.8% 175,265 $19.4M
Fifth Third Wealth Advisors LLC 3.01% Add +116.9% 174,880 $19.3M
Smithfield Trust Co 1.02% Add +1.4% 174,296 $19.3M
Rwa Wealth Partners, LLC 0.26% Reduce -23.1% 173,768 $19.2M
Ritter Daniher Financial Advisory LLC / DE 6.36% Add +2.1% 173,765 $19.2M
RMR Wealth Builders 2.32% Add +10.8% 173,598 $19.2M
Forvis Mazars Wealth Advisors, LLC 0.49% Add +2.3% 172,848 $19.1M
Ieq Capital, LLC 0.27% Add +2037.8% 172,261 $19.0M
Bleakley Financial Group, LLC 0.55% Add +4.7% 170,598 $18.9M
Beacon Pointe Advisors, LLC 0.21% Reduce -2.2% 170,155 $18.8M
First Hawaiian Bank 0.59% Reduce -20.7% 169,980 $18.8M
Lincoln National Corp. 0.29% Add +5.6% 169,430 $18.7M
Pinnacle Wealth Management Advisory Group, LLC 1.99% Reduce -2.2% 167,413 $18.5M
King Wealth Management Group 3.24% Add +2.3% 167,071 $18.5M
jvl associates llc 7.59% Add +1.6% 166,777 $18.4M
Painted Porch Advisors LLC 11.23% Add +13.3% 166,280 $18.4M
Trifecta Capital Advisors, LLC 4.47% Add +8.0% 166,124 $18.4M
Navalign, LLC 6.08% Add +21.8% 166,095 $18.4M
Perigon Wealth Management, LLC 0.56% Add +24.1% 166,094 $18.4M
Dynamic Advisor Solutions LLC 0.62% Reduce -0.2% 166,086 $18.4M
Pegasus Partners Ltd. 1.94% Reduce -7.2% 165,709 $18.3M
Twele Capital Management, Inc. 4.12% Add +0.9% 164,904 $18.2M
Apollon Wealth Management, LLC 0.57% Reduce -13.0% 163,099 $18.0M
FineMark National Bank & Trust 0.67% Add +4.7% 162,974 $18.0M
Kellett Wealth Advisors, LLC 12.44% Reduce -0.2% 162,585 $18.0M
Fort Henry Capital, LLC 13.21% Add +0.1% 162,083 $17.9M
Legacy Advisors, LLC 2.26% Add +7.5% 162,056 $17.9M
Evergreen Advisors, LLC 5.45% Add +0.5% 161,535 $17.9M
Lowe Brockenbrough & Co. Inc. 1.19% Add +0.9% 159,192 $17.6M
Catalyst Financial Partners LLC 4.53% Add +3.7% 172,202 $17.6M
First Horizon Advisors, Inc. 0.54% Reduce -5.3% 159,005 $17.6M
CWS Financial Advisors, LLC 7.19% Add +3.2% 158,763 $17.5M
TBH Global Asset Management, LLC 3.47% Reduce -16.8% 157,377 $17.4M
Principle Wealth Partners LLC 1.35% Add +296.2% 156,760 $17.3M
Sunflower Bank, N.A. 3.90% Add +0.4% 156,656 $17.3M
Fusion Family Wealth, LLC 1.79% Add +0.7% 156,600 $17.3M
Baron Silver Stevens Financial Advisors, LLC 3.35% Reduce -0.1% 155,796 $17.2M
Oakwell Private Wealth Management, LLC 5.23% Add +7.8% 155,641 $17.2M
Summit Asset Management, LLC 2.04% Add +4.6% 155,397 $17.2M
Proathlete Wealth Management LLC 9.13% Add +2.3% 155,384 $17.2M
Valley Forge Investment Consultants Inc. Adv 6.67% Add +5.6% 154,673 $17.1M
Waterway Wealth Management, LLC 7.50% Reduce -3.9% 154,445 $17.1M
Dakota Wealth Management 0.42% Reduce -10.1% 153,484 $17.0M
Yousif Capital Management, LLC 0.19% Add +14.7% 152,777 $16.9M
Verus Capital Partners, LLC 1.86% Add +8.9% 152,381 $16.8M
Compton Financial Group, LLC 5.66% Add +0.9% 152,251 $16.8M
Proffitt & Goodson Inc. 2.99% Reduce -7.5% 152,116 $16.8M
XML Financial, LLC 1.72% Add +1.1% 151,967 $16.8M
New England Professional Planning Group Inc. 8.73% Add +0.6% 151,448 $16.7M
WASHINGTON TRUST Co 0.61% Add +1.2% 150,799 $16.7M
Transamerica Financial Advisors, LLC 1.69% Add +27.3% 150,379 $16.6M
LBMC Investment Advisors, LLC 1.44% Add +1.6% 149,830 $16.6M
Salomon & Ludwin, LLC 1.42% Reduce -3.0% 149,739 $16.5M
TD Private Client Wealth LLC 0.54% Add +4.4% 149,275 $16.5M
Argent Trust Co 0.74% Add +3.5% 149,175 $16.5M
Prio Wealth Limited Partnership 0.47% Add +2.5% 148,733 $16.4M
Journey Strategic Wealth LLC 0.72% Reduce -61.9% 148,197 $16.4M
LGL Partners, LLC 2.73% Add +2.6% 147,729 $16.3M
Flagstar Securities, Inc. 4.54% Add +3.7% 147,642 $16.3M
Lido Advisors, LLC 0.15% Reduce -0.7% 147,300 $16.3M
Operose Advisors LLC 5.48% Reduce -15.6% 146,753 $16.2M
Hilltop Wealth Advisors, LLC 8.28% New 146,540 $16.2M
Whitcomb & Hess, Inc. 5.20% Add +1.6% 146,294 $16.2M
Enzi Wealth 7.55% Reduce -4.5% 155,221 $16.1M
Marietta Wealth Management, LLC 2.65% Add +3.0% 145,371 $16.1M
Vantage Financial Partners Ltd., Inc. 4.19% Add +26.6% 145,328 $16.1M
Paradigm, Strategies in Wealth Management, LLC 9.82% Add +0.9% 143,993 $15.9M
Farther Finance Advisors, LLC 0.96% Add +9.5% 144,836 $15.8M
M Holdings Securities, Inc. 2.66% Add +1.8% 143,294 $15.8M
Ameritas Advisory Services, LLC 0.65% Add +31.1% 146,497 $15.8M
Manufacturers Life Insurance Company, The 0.01% Add +0.1% 142,418 $15.7M
Stratos Wealth Advisors, LLC 0.93% Reduce -0.3% 142,253 $15.7M
Alliancebernstein L.P. 0.01% Add +12.0% 142,221 $15.7M
Principal Financial Group Inc. 0.01% Add +11.8% 141,994 $15.7M
Trust Co. of Vermont 0.87% Add +9.0% 141,809 $15.7M
Summit Financial Wealth Advisors, LLC 3.17% Add +6.1% 141,659 $15.7M
Gladstone Institutional Advisory LLC 0.85% Add +12.4% 140,502 $15.5M
Kelman-Lazarov, Inc. 3.03% Add +11.8% 140,360 $15.5M
Bristlecone Advisors, LLC 1.36% Add +35.4% 139,753 $15.4M
Ironwood Wealth Management, Inc. 8.05% Add +0.2% 144,766 $15.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.47% Add +0.2% 138,321 $15.3M
World Investment Advisors 2.19% Reduce -16.9% 118,391 $15.3M
Towercrest Capital Management 2.56% Reduce -2.2% 137,161 $15.2M
Capital Advantage, Inc. 3.07% Reduce -3.7% 138,368 $15.1M
Embree Financial Group 2.96% Reduce -16.1% 136,418 $15.1M
McKinley Carter Wealth Services, Inc. 1.01% Reduce -0.2% 136,395 $15.1M
KFA Private Wealth Group, LLC 4.64% Add +2.6% 135,317 $15.0M
Cambridge Capital Management, LLC 11.65% Add +4.5% 134,633 $14.9M
Verde Capital Management 5.06% Add +5.4% 133,864 $14.8M
ProVise Management Group, LLC 1.28% Reduce -13.2% 133,401 $14.7M
Hardy Reed LLC 1.82% Reduce -1.6% 132,438 $14.6M
Portfolio Strategies, Inc. 0.99% New 132,438 $14.6M
Orion Porfolio Solutions, LLC 0.16% Reduce -79.4% 132,381 $14.6M
Orion Portfolio Solutions, LLC 0.16% Reduce -79.4% 132,381 $14.6M
Magnolia Wealth Management, LLC 5.96% Add +99.2% 132,427 $14.6M
Legacy Financial Strategies, LLC 3.75% Add +3.3% 131,679 $14.6M
Fairhaven Wealth Management, LLC 4.98% Reduce -11.8% 131,308 $14.5M
FFT Wealth Management LLC 1.24% Add +4.5% 130,511 $14.4M
Canal Capital Management, LLC 2.41% Add +102.8% 130,073 $14.4M
Mackenzie Financial Corp. 0.02% Reduce -25.9% 129,970 $14.4M
Concurrent Investment Advisors, LLC 0.58% Add +1.4% 129,651 $14.3M
One Capital Management, LLC 0.52% Reduce -6.1% 129,203 $14.3M
Marino, Stram & Associates LLC 3.35% Reduce -1.1% 128,199 $14.2M
LTG Capital LLC 12.11% Add +13.3% 127,799 $14.1M
Chicago Partners Investment Group LLC 0.60% Add +3.5% 132,772 $14.1M
Ellenbecker Investment Group 2.94% Add +0.3% 126,695 $14.0M
Human Investing LLC 2.76% Add +1.7% 124,542 $13.8M
Encompass Wealth Advisors, LLC 3.66% Add +1.6% 123,862 $13.7M
Houlihan Financial Resource Group, Ltd. 6.10% Reduce -0.0% 123,054 $13.6M
EP Wealth Advisors, LLC 0.16% Add +23.6% 122,692 $13.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.23% Add +0.1% 122,420 $13.5M
Guidance Point Advisors, LLC 4.56% Add +0.7% 121,773 $13.5M
Boston Financial Mangement LLC 0.43% Reduce -0.3% 121,711 $13.5M
Financiere des Professionnels - Fonds d'investissement inc. 1.08% Add +382.1% 121,000 $13.4M
Sax Wealth Advisors, LLC 1.55% Reduce -2.9% 120,326 $13.3M
Select Asset Management & Trust 5.52% Add +2.5% 120,191 $13.3M
Laurel Wealth Advisors LLC 2.28% Add +3.3% 119,998 $13.3M
Nations Financial Group Inc, /Ia/ 1.12% Add +10.1% 119,867 $13.2M
Neumann Capital Management, LLC 4.71% Add +3.0% 119,606 $13.2M
Per Stirling Capital Management, LLC. 2.20% Add +4.3% 119,516 $13.2M
Community Bank, N.A. 1.73% Reduce -32.3% 119,146 $13.2M
Wilbanks Smith & Thomas Asset Management LLC 0.37% Add +0.1% 118,651 $13.1M
Wealthspire Retirement, LLC 1.13% Add +650.6% 118,503 $13.1M
CW Advisors, LLC 0.23% Add +20.8% 118,490 $13.1M
Wellspring Financial Advisors, LLC 2.06% Add +22.5% 445,629 $13.1M
Capital Advisors Inc. 0.28% Reduce -52.1% 117,958 $13.0M
Francis Financial, Inc. 4.21% Add +4.5% 117,849 $13.0M
Regal Investment Advisors LLC 0.89% Add +8.2% 117,461 $13.0M
Concourse Financial Group Securities, Inc. 0.84% Reduce -7.2% 117,148 $12.9M
Vishria Bird Financial Group, LLC 5.51% Add +0.0% 116,409 $12.9M
Bailard, Inc. 0.35% Add +1.8% 116,170 $12.8M
JNBA Financial Advisors 1.35% Reduce -3.2% 116,022 $12.8M
Apexium Financial, LP 0.97% Add +9.0% 115,693 $12.8M
Lodestar Private Asset Management LLC 1.82% Add +4.0% 115,612 $12.8M
Heritage Investment Group, Inc. 1.72% Add +9.0% 114,882 $12.7M
John W. Brooker & Co., CPAs 6.79% Add +1.2% 114,428 $12.6M
Exchange Capital Management, Inc. 2.06% Reduce -10.0% 114,332 $12.6M
Morris Financial Concepts, Inc. 6.46% Reduce -2.7% 114,285 $12.6M
FinTrust Capital Advisors, LLC 2.44% Reduce -0.8% 114,041 $12.6M
Centerpoint Advisors, LLC 4.69% No change 113,217 $12.5M
Pine Ridge Advisers LLC 1.46% Add +17.0% 113,195 $12.5M
Meridian Management Co. 3.41% Add +3.5% 113,153 $12.5M
Asset Allocation Strategies LLC 4.41% Add +5.4% 112,904 $12.5M
Kestra Private Wealth Services, LLC 0.28% Reduce -23.9% 112,789 $12.5M
First Citizens Bank & Trust Co. 0.24% Add +40.3% 112,318 $12.4M
First Bank & Trust 2.56% Add +3.4% 112,100 $12.4M
Barclays PLC 0.01% Add +0.3% 111,826 $12.4M
MTC Wealth Management LLC 5.67% Reduce -5.5% 111,565 $12.3M
Norris Perne & French LLP 0.88% Add +3.7% 111,063 $12.3M
Crestwood Advisors Group, LLC 0.27% Reduce -0.2% 110,971 $12.3M
Cim Investment Management Inc. 3.64% Reduce -0.1% 110,457 $12.2M
Keener Financial Planning LLC 8.33% Add +10.9% 109,546 $12.1M
Evermay Wealth Management LLC 1.82% Reduce -2.0% 109,239 $12.1M
Evergreen Capital Management LLC 0.46% Add +4.2% 109,009 $12.0M
Fiducient Advisors LLC 2.38% Add +305.2% 108,560 $12.0M
Divergent Wealth Advisors 2.38% Reduce -13.8% 107,867 $11.9M
Cary Street Partners Investment Advisory LLC 0.50% Reduce -0.7% 107,832 $11.9M
Peninsula Asset Management Inc. 6.38% Add +1.5% 107,780 $11.9M
Greenwood Capital Associates LLC 1.57% Add +5.5% 106,932 $11.8M
Money Concepts Capital Corp. 1.09% Add +7.0% 106,723 $11.8M
Life Line Wealth Management LLC 4.41% New 105,326 $11.6M
Ironwood Wealth Management, LLC. 3.77% Add +1.9% 105,297 $11.6M
Palisades Hudson Asset Management, L.P. 5.28% Reduce -0.1% 104,929 $11.6M
Benchmark Financial Wealth Advisors, LLC 4.43% Reduce -5.9% 104,864 $11.6M
Certuity, LLC 1.03% Reduce -2.5% 104,855 $11.6M
Global Strategic Investment Solutions, LLC 1.35% Add +0.1% 104,742 $11.6M
Iowa State Bank 2.55% Add +4.3% 104,118 $11.5M
Investment Advisory Group, LLC 4.75% Add +4.3% 104,047 $11.5M
Fiduciary Group, LLC 1.25% Add +2.7% 103,578 $11.4M
Harbour Investments, Inc. 0.41% Reduce -3.1% 103,556 $11.4M
Omega Financial Group, LLC 4.65% Add +3.5% 102,869 $11.4M
Councilor Wealth, LLC 5.68% Reduce -6.4% 102,683 $11.3M
Cranbrook Wealth Management, LLC 2.86% Reduce -0.5% 102,227 $11.3M
Tarbox Family Office, Inc. 1.99% Reduce -2.1% 102,200 $11.3M
Private Capital Management LLC 2.49% Reduce -3.9% 102,176 $11.3M
McGuire Investment Group, LLC 1.65% Add +77.0% 102,030 $11.3M
Bulltick Wealth Management, LLC 2.34% Reduce -3.7% 101,595 $11.2M
Financial Management Network Inc. 2.83% Add +17.1% 104,618 $11.2M
Edgemoor Investment Advisors, Inc. 1.07% Add +1.4% 101,353 $11.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -24.6% 101,243 $11.2M
Verum Partners LLC 3.97% Add +11.3% 101,029 $11.2M
New York Life Investment Management LLC 0.11% Reduce -11.7% 100,998 $11.2M
Bryant Woods Investment Advisors, LLC 6.55% Reduce -16.6% 100,499 $11.1M
Insight Wealth Strategies, LLC 1.63% Reduce -0.3% 100,410 $11.1M
Ironwood Financial, llc 2.53% Add +1.9% 99,485 $11.0M
Aristotle Capital Boston, LLC 0.33% Add +72.0% 99,354 $11.0M
St. Louis Financial Planners Asset Management, LLC 9.80% Reduce -0.5% 100,731 $10.9M
Liquid Strategies, LLC 2.82% Add +8.8% 98,583 $10.9M
Richard W. Paul & Associates, LLC 4.34% Add +5.4% 98,398 $10.9M
Arkos Global Advisors 1.81% Add +5.4% 98,367 $10.9M
Halpern Financial, Inc. 3.15% Reduce -2.7% 100,423 $10.9M
CENTRAL TRUST Co 0.27% Reduce -4.3% 97,789 $10.8M
Ancora Advisors LLC 0.25% Add +19.0% 97,486 $10.8M
Strategic Financial Partners, Ltd. 5.94% Reduce -13.0% 97,158 $10.7M
Litman Gregory Wealth Management LLC 0.97% Add +11.1% 96,808 $10.7M
Blue Square Asset Management, LLC 7.22% Add +21.1% 96,053 $10.6M
Bank of Hawaii 0.52% Reduce -4.0% 96,008 $10.6M
FSM Wealth Advisors, LLC 3.77% Add +19.9% 95,953 $10.6M
Summit Trail Advisors, LLC 0.28% Add +0.1% 95,431 $10.5M
Aft, Forsyth & Sober, LLC 3.73% Reduce -32.4% 95,295 $10.5M
Obsidian Personal Planning Solutions LLC 6.91% Add +23.0% 100,863 $10.5M
CFO4Life Group, LLC 1.90% Add +6.0% 94,870 $10.5M
Long Run Wealth Advisors, LLC 2.75% Add +3.0% 94,573 $10.5M
NewSquare Capital LLC 0.93% Add +0.6% 97,844 $10.4M
Courier Capital LLC 0.75% Add +1.1% 94,305 $10.4M
Pettinga Financial Advisors LLC 2.65% Reduce -5.9% 94,067 $10.4M
Shulman DeMeo Asset Management LLC 2.74% Reduce -1.2% 93,723 $10.4M
Townsend & Associates, Inc 1.21% Add +1.7% 97,608 $10.3M
TFO Wealth Partners, LLC 2.00% Reduce -0.1% 93,290 $10.3M
Tortoise Investment Management, LLC 1.24% Add +5.8% 92,361 $10.2M
Consilio Wealth Advisors, LLC 4.77% Reduce -1.0% 92,132 $10.2M
Pachira Investments Inc. 8.32% Reduce -8.0% 92,084 $10.2M
PACK Private Wealth, LLC 6.35% Add +3.5% 91,401 $10.1M
Phillips Financial Management, LLC 0.83% Reduce -11.8% 91,317 $10.1M
StoneX Group Inc. 0.90% Reduce -7.3% 90,940 $10.0M
Okabena Investment Services Inc. 3.32% Add +22.5% 90,281 $10.0M
Atria Investments, Inc 0.14% Reduce -15.8% 89,593 $9.9M
CPC Advisors, LLC 1.68% Reduce -5.6% 88,777 $9.8M
Petix & Botte Co 2.43% Add +3052.1% 88,638 $9.8M
Condor Capital Management 0.95% Add +5.5% 88,134 $9.7M
Dimension Capital Management LLC 1.94% Add +18.1% 87,824 $9.7M
Sprinkle Financial Consultants LLC 8.24% Add +0.3% 87,356 $9.7M
Heron Bay Capital Management 2.04% Add +3.0% 86,869 $9.6M
Fiduciary Alliance LLC 1.69% Add +9.9% 87,672 $9.6M
Topel & Distasi Wealth Management, LLC 4.24% Add +2.0% 86,758 $9.6M
Baltimore-Washington Financial Advisors, Inc. 0.61% Reduce -1.9% 86,688 $9.6M
Great Valley Advisor Group, Inc. 0.29% Add +1.3% 86,466 $9.6M
HSBC Holdings PLC 0.01% Add +12.7% 86,280 $9.5M
Bell Investment Advisors, Inc 1.86% Reduce -28.1% 86,016 $9.5M
Redwood Investment Management, LLC 0.90% Reduce -0.0% 85,024 $9.4M
Cahill Wealth Management, LLC 5.47% Add +1.8% 85,002 $9.4M
Brown Brothers Harriman & Co. 0.07% Add +7.1% 84,728 $9.4M
Sowell Financial Services LLC 0.44% Add +5.2% 83,845 $9.3M
Pacific Financial Group Inc. 6.39% Add +0.4% 83,786 $9.3M
Retirement Systems of Alabama 0.04% No change 83,530 $9.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -25.4% 82,000 $9.1M
Caldwell Trust Co 1.05% Add +0.6% 81,907 $9.1M
HighMark Wealth Management LLC 5.61% Reduce -0.9% 82,400 $9.1M
NewEdge Wealth, LLC 0.20% Reduce -9.3% 85,118 $9.1M
SkyOak Wealth, LLC 2.16% Add +2.6% 81,762 $9.0M
Ziegler Capital Management, LLC 0.34% No change 81,317 $9.0M
GFS Advisors, LLC 1.48% Add +7.1% 80,997 $9.0M
GHP Investment Advisors, Inc. 0.44% Reduce -2.6% 80,871 $8.9M
Crestmont Private Wealth LLC 4.43% Reduce -7.4% 80,754 $8.9M
Frisch Financial Group, Inc. 2.96% Add +3.3% 80,740 $8.9M
Evernest Financial Advisors, LLC 4.21% Add +51.0% 86,235 $8.9M
Certified Advisory Corp 1.24% Add +1.0% 80,493 $8.9M
4Thought Financial Group Inc. 5.81% Add +23.8% 79,919 $8.8M
Nikulski Financial, Inc. 2.93% Reduce -0.8% 79,910 $8.8M
Cordgrass Capital Advisors, LLC 2.74% Add +5.3% 79,500 $8.8M
KMG Fiduciary Partners, LLC 0.91% Add +12.1% 79,349 $8.8M
Legacy Private Trust Co. 0.64% Reduce -0.8% 78,893 $8.7M
Neuberger Berman Group LLC 0.01% Add +27.3% 78,860 $8.7M
CVA Family Office, LLC 1.54% Add +0.3% 78,238 $8.6M
Texas Yale Capital Corp. 0.38% No change 78,157 $8.6M
Picton Mahoney Asset Management 0.36% New 77,990 $8.6M
Souders Financial Advisors 1.36% Add +4.1% 77,971 $8.6M
Rossmore Private Capital 1.13% Add +0.4% 77,819 $8.6M
Relative Value Partners Group, LLC 0.54% Reduce -0.1% 82,555 $8.6M
IFG Advisory, LLC 0.64% Add +20.7% 77,501 $8.6M
Benjamin F. Edwards & Company, Inc. 0.16% Add +20.1% 77,480 $8.6M
Mgo One Seven LLC 0.44% Add +174.9% 77,262 $8.5M
Public Sector Pension Investment Board 0.06% New 77,109 $8.5M
HB Wealth Management, LLC 0.11% Reduce -24.1% 77,104 $8.5M
JT Stratford LLC 1.67% Add +4.2% 75,557 $8.4M
Ellis Investment Partners, LLC 1.82% Add +0.8% 75,546 $8.3M
Kingsview Wealth Management, LLC 0.21% Add +9.6% 75,107 $8.3M
Fifth Third Securities, Inc. 0.80% Reduce -1.1% 74,536 $8.2M
Legacy Trust 2.05% Reduce -4.2% 74,298 $8.2M
CoreCap Advisors, LLC 0.43% Add +13.6% 73,956 $8.2M
Cahill Financial Advisors Inc. 1.11% Add +6.4% 73,502 $8.1M
Boston Research & Management Inc. 1.99% Reduce -0.6% 72,946 $8.1M
Trilogy Capital Inc. 0.46% Add +7.5% 72,803 $8.0M
Keebeck Wealth Management 1.18% No change 72,717 $8.0M
Clifford Swan Investment Counsel LLC 0.30% Add +4.3% 72,699 $8.0M
Pps&v Asset Management Consultants, Inc. 5.89% Add +0.5% 72,325 $8.0M
Tandem Wealth Advisors LLC 4.35% Add +1.9% 72,351 $7.9M
Citizens National Bank Trust Department 1.83% Add +1.1% 71,367 $7.9M
Choreo, LLC 0.20% Add +0.1% 71,311 $7.9M
Hills Bank & Trust Co 0.67% Reduce -2.5% 71,303 $7.9M
Stratos Investment Management, LLC 0.77% Add +8.6% 71,298 $7.9M
Matrix Private Capital Group LLC 5.32% Add +9.3% 71,053 $7.9M
Camden National Bank 1.38% Add +0.4% 70,744 $7.8M
Nixon Peabody Trust Co. 0.71% Reduce -20.7% 70,342 $7.8M
Harbor Advisory Corp. 2.63% Add +0.1% 69,781 $7.7M
EPIQ Capital Group, LLC 3.06% New 69,642 $7.7M
HBK Sorce Advisory LLC 0.27% Add +6.6% 69,508 $7.7M
Pathway Financial Advisors LLC 2.08% Add +4.0% 69,457 $7.7M
Citizens Business Bank 1.60% Reduce -3.5% 69,399 $7.7M
Granite Bay Wealth Management, LLC 4.34% Reduce -32.6% 69,086 $7.6M
Richwood Investment Advisors, LLC 6.78% Reduce -2.7% 69,056 $7.6M
Parallel Advisors, LLC 0.21% Add +3.0% 69,006 $7.6M
Prospera Financial Services Inc 0.23% Reduce -24.4% 68,830 $7.6M
Roble, Belko & Company, Inc 1.31% Add +22.9% 68,832 $7.6M
TRUE Private Wealth Advisors 0.87% Add +16.1% 68,811 $7.6M
Etesian Wealth Advisors, Inc. 4.34% Reduce -1.0% 68,435 $7.6M
Financial Advocates Investment Management 0.44% Add +5.5% 69,847 $7.6M
Mather Group, Llc. 0.12% Reduce -2.1% 69,397 $7.5M
Boston Family Office LLC 0.54% Reduce -0.6% 67,858 $7.5M
Traynor Capital Management, Inc. 0.71% Add +3.7% 67,751 $7.5M
White Pine Investment CO 2.21% Add +1.4% 67,730 $7.5M
Schneider Downs Wealth Management Advisors, LP 1.71% Add +1.8% 67,297 $7.4M
Buckingham Strategic Wealth, LLC 0.08% Add +4.1% 66,951 $7.4M
Meridian Financial Advisors, LLC 5.52% Add +0.5% 66,900 $7.4M
Moody National Bank Trust Division 0.58% Add +8.4% 66,855 $7.4M
Noesis Capital Mangement Corp. 1.61% Reduce -6.1% 65,684 $7.3M
Coulter & Justus Financial Services, LLC 1.61% New 65,684 $7.3M
NorthCrest Asset Manangement, LLC 0.25% Add +2.6% 65,531 $7.2M
Associated Banc-Corp 0.23% Add +4.1% 65,478 $7.2M
Soltis Investment Advisors LLC 0.81% Add +0.3% 65,474 $7.2M
AAF Wealth Management, LLC 4.07% Add +3.8% 65,414 $7.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.22% Add +8.2% 65,346 $7.2M
Southern Capital Advisors, LLC 4.38% Add +5.0% 65,294 $7.2M
Peak Financial Management, Inc. 2.28% Add +2.0% 65,132 $7.2M
Integrated Advisors Network LLC 0.37% Reduce -38.3% 65,080 $7.2M
Summit Financial Group, Inc. 2.56% Reduce -3.0% 65,079 $7.2M
Howe & Rusling Inc. 0.69% Add +2.5% 64,878 $7.2M
Patriot Financial Group Insurance Agency, LLC 1.14% Add +0.2% 64,749 $7.2M
Canvas Wealth Advisors, LLC 2.40% Add +37.9% 69,916 $7.1M
Arcadia Investment Advisors LLC 4.07% Reduce -0.3% 64,506 $7.1M
Hiley Hunt Wealth Management 4.67% Add +4.6% 64,437 $7.1M
Tectonic Advisors LLC 0.54% Add +0.6% 64,433 $7.1M
CCG Wealth Management, LLC 4.29% Reduce -0.2% 64,363 $7.1M
Polianta Ltd 3.46% New 64,300 $7.1M
Penserra Capital Management LLC 0.09% New 64,300 $7.1M
Quantitative Strategies, Inc. 4.09% Reduce -0.2% 64,271 $7.1M
Arete Wealth Advisors, LLC 0.65% Add +4.3% 64,068 $7.1M
J.W. Cole Advisors, Inc. 0.35% Reduce -10.6% 63,678 $7.0M
Valley National Advisers Inc. 1.06% Add +4.8% 63,462 $7.0M
Dorsey & Whitney Trust CO LLC 0.48% Reduce -16.8% 63,006 $7.0M
Kure Advisory, LLC 5.92% Reduce -24.0% 62,702 $6.9M
DAVENPORT & Co LLC 0.04% Add +3.2% 62,645 $6.9M
Allen Investment Management, LLC 0.09% Reduce -0.0% 62,583 $6.9M
Global Wealth Management Investment Advisory, Inc. 1.69% Add +1.2% 62,551 $6.9M
IHT Wealth Management, LLC 0.28% Add +3.9% 62,484 $6.9M
Means Investment Co., Inc. 0.89% Reduce -20.0% 62,424 $6.9M
Fairway Wealth LLC 4.65% Add +5.3% 62,072 $6.9M
Capital Investment Advisory Services, LLC 0.73% Add +0.5% 62,046 $6.9M
Lindbrook Capital, LLC 0.64% Reduce -0.2% 62,038 $6.9M
Burkett Financial Services, LLC 3.52% Add +1.3% 61,857 $6.8M
Csenge Advisory Group 0.38% Reduce -21.3% 61,856 $6.8M
Econ Financial Services Corp 4.23% Add +2.0% 61,679 $6.8M
Hudson Capital Management LLC 2.43% Reduce -1.7% 61,541 $6.8M
Flagship Harbor Advisors, LLC 0.44% Reduce -3.9% 61,444 $6.8M
Merit Financial Group, LLC 0.16% Add +35.0% 63,232 $6.8M
SWP Financial LLC 4.72% Add +7.2% 61,262 $6.7M
Watts Gwilliam & Co., LLC 2.08% — 60,899 $6.7M
Wilmington Savings Fund Society, FSB 0.26% — 60,631 $6.7M
Mayflower Financial Advisors, LLC 1.12% Reduce -4.8% 60,461 $6.7M
Plan Group Financial, LLC 4.38% Add +16.6% 60,352 $6.7M
Mascoma Wealth Management LLC 1.88% Reduce -1.5% 59,868 $6.6M
Sei Investments Co. 0.01% Add +106.4% 59,849 $6.6M
RFG Advisory, LLC 0.22% Add +8.5% 59,709 $6.6M
Montecito Bank & Trust 1.32% Add +0.6% 59,634 $6.6M
Cornerstone Wealth Group, LLC 0.61% New 59,501 $6.6M
Well Done, LLC 1.29% Reduce -0.9% 59,277 $6.6M
IFP Advisors, Inc 0.29% Add +36.3% 59,031 $6.5M
First National Bank of Hutchinson 4.33% Reduce -4.5% 58,599 $6.5M
Empower Advisory Group, LLC 0.02% Reduce -84.1% 58,145 $6.4M
Elwood & Goetz Wealth Advisory Group, LLC 1.56% Reduce -2.3% 58,019 $6.4M
Boltwood Capital Management 1.99% Add +0.3% 57,976 $6.4M
IFS Advisors, LLC 5.58% Add +0.6% 57,856 $6.4M
Arkansas Financial Group, Inc. 1.12% Add +1.4% 57,444 $6.3M
Alley Investment Management Company, LLC 0.87% Add +1.3% 56,987 $6.3M
Resolute Advisors LLC 1.16% Add +2.2% 56,914 $6.3M
Counterweight Ventures, LLC 5.06% Add +43.3% 56,840 $6.3M
Premier Path Wealth Partners, LLC 1.18% Add +19.1% 56,822 $6.3M
Cambridge Associates LLC /Ma/ 0.33% No change 56,372 $6.2M
Corecam Pte. Ltd. 5.74% New 56,200 $6.2M
ERn Financial, LLC 1.07% Reduce -0.4% 56,002 $6.2M
Garde Capital, Inc. 0.43% Reduce -8.7% 55,880 $6.2M
Brookstone Capital Management 0.11% Add +1.3% 55,282 $6.1M
KOM Wealth Management Group, LLC 5.99% Reduce -3.5% 55,037 $6.1M
Park Avenue Securities LLC 0.08% Reduce -6.9% 54,330 $6.0M
Triangle Securities Wealth Management 1.70% Add +4.3% 54,036 $6.0M
Summit Global Investments 0.44% Reduce -2.2% 53,939 $6.0M
Peoples Bank 3.32% Reduce -0.5% 53,875 $6.0M
GYL Financial Synergies, LLC 0.46% Reduce -52.7% 53,317 $5.9M
American Money Management, LLC 1.23% Add +4.1% 53,265 $5.9M
SG Americas Securities, LLC 0.03% Add +21.0% 53,201 $5.9M
CM Wealth Advisors LLC 1.68% Add +115.9% 54,132 $5.9M
NTV Asset Management LLC 0.90% Add +0.1% 53,149 $5.9M
Private Trust Co. NA 0.63% Add +8.7% 52,988 $5.9M
Madison Wealth Partners, Inc 2.10% Reduce -0.5% 52,434 $5.8M
Parsons Capital Management Inc. 0.40% Reduce -1.9% 52,399 $5.8M
Crewe Advisors LLC 0.67% Add +103.9% 52,396 $5.8M
Middleton & Co. Inc. 0.67% Add +2.8% 52,282 $5.8M
Meridian Wealth Management, LLC 0.96% Reduce -14.1% 52,272 $5.8M
Core Wealth Advisors, Inc. 1.95% Reduce -56.4% 52,024 $5.7M
Merriman Wealth Management, LLC 0.26% Reduce -1.3% 51,999 $5.7M
Forum Financial Management, LP 0.10% Add +2645.7% 51,812 $5.7M
Element Wealth, LLC 3.35% Add +0.6% 51,764 $5.7M
Cutler Investment Counsel LLC 0.77% Add +3.5% 51,754 $5.7M
Boyd Wealth Management, LLC 3.27% Reduce -45.7% 51,746 $5.7M
GC Wealth Management RIA, LLC 1.14% Add +856.8% 51,677 $5.7M
Apella Capital, LLC 0.29% Add +8.5% 52,325 $5.7M
ETF Portfolio Partners, Inc. 1.78% Reduce -40.0% 50,785 $5.6M
Stonehearth Capital Management, LLC 2.53% Add +0.0% 50,609 $5.6M
Cozad Asset Management Inc. 0.58% Add +2.8% 50,484 $5.6M
Park Place Capital Corp 2.00% Add +9.5% 50,416 $5.6M
SWS Partners 1.66% New 50,265 $5.6M
Parthenon LLC 0.70% Add +13.9% 49,993 $5.5M
ABLE Financial Group, LLC 2.17% Reduce -24.8% 49,951 $5.5M
Payden & Rygel Investment Group 0.37% — 49,700 $5.5M
Payden & Rygel 0.37% New 49,700 $5.5M
Sunbelt Securities, Inc. 0.61% Add +0.5% 49,405 $5.5M
Commerce Bank 0.04% Reduce -0.6% 49,305 $5.4M
Elevation Wealth Partners, LLC 2.72% Add +7.2% 49,185 $5.4M
Telos Capital Management, Inc. 0.61% Add +1.8% 48,977 $5.4M
Mandatum Life Insurance Co Ltd 1.80% Reduce -0.1% 48,720 $5.4M
Muirfield Wealth Advisors LLC 5.15% Add +0.7% 48,384 $5.3M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -28.5% 55,982 $5.3M
Dupree Financial Group, LLC 2.51% Add +0.9% 47,998 $5.3M
Lynch & Associates 1.22% Add +10.5% 47,917 $5.3M
Accretive Wealth Partners, LLC 2.33% Add +2.3% 49,161 $5.3M
Jefferies Financial Group Inc. 0.12% Reduce -8.7% 47,427 $5.2M
EPG Wealth Management LLC 1.28% Add +0.8% 47,360 $5.2M
Tritonpoint Wealth, LLC 0.55% Reduce -20.7% 43,179 $5.2M
VCI Wealth Management LLC 3.50% Reduce -16.5% 46,830 $5.2M
Independent Financial Group, LLC 0.24% Add +8.6% 46,754 $5.2M
Country Club Bank 0.36% Add +0.4% 46,664 $5.2M
Independent Solutions Wealth Management, LLC 1.22% Add +1.8% 46,579 $5.1M
Stephenson & Company, Inc. 3.76% Add +10.3% 46,544 $5.1M
Americana Partners, LLC 0.43% Add +7.8% 46,456 $5.1M
Elevation Point Wealth Partners, LLC 0.39% Reduce -27.7% 46,400 $5.1M
Carnegie Investment Counsel 0.16% Reduce -2.8% 46,269 $5.1M
Cape Ann Savings Bank 3.20% Reduce -8.5% 46,214 $5.1M
Mutual Advisors, LLC 0.16% Add +8.7% 46,213 $5.1M
LYNX Capital Group Ltd. 3.44% Add +6.3% 46,163 $5.1M
Norway Savings Bank 2.13% Add +8.1% 46,133 $5.1M
Western Wealth Management, LLC 0.40% Add +0.7% 46,049 $5.1M
Eldridge Investment Advisors, Inc. 1.31% Reduce -0.0% 46,005 $5.1M
Private Advisory Group LLC 0.72% Add +18.3% 45,844 $5.1M
Abundance Wealth Counselors 1.16% Reduce -0.6% 45,739 $5.1M
Susquehanna International Group, LLP 0.01% Add +22.4% 45,716 $5.1M
Bigelow Investment Advisors, LLC 2.48% Add +23.2% 45,708 $5.1M
Bellwether Advisors, LLC 1.11% Reduce -0.1% 45,615 $5.0M
TCTC Holdings, LLC 0.17% Add +10.0% 45,559 $5.0M
Ballew Advisors, Inc 3.47% Add +3.3% 47,540 $5.0M
Balanced Wealth Group LLC 2.24% Reduce -48.9% 45,798 $5.0M
Madison Park Capital Advisors, LLC 4.36% Add +2.2% 45,283 $5.0M
Leavell Investment Management, Inc. 0.29% Reduce -1.2% 45,144 $5.0M
Naples Global Advisors, LLC 0.51% Add +4.9% 45,066 $5.0M
Cooper Financial Group 0.81% Reduce -13.5% 44,870 $5.0M
Global Trust Asset Management, LLC 2.03% Reduce -1.1% 44,654 $4.9M
Mechanics Financial Corp 2.56% Reduce -0.5% 44,611 $4.9M
Provident Wealth Management, LLC 1.85% Add +1.6% 44,582 $4.9M
Syntrinsic LLC 1.65% Reduce -70.2% 44,481 $4.9M
NorthRock Partners, LLC 0.19% Reduce -3.3% 43,955 $4.9M
Kickstand Ventures, Llc. 1.37% Add +12.8% 43,790 $4.8M
CX Institutional 0.23% Reduce -3.5% 43,729 $4.8M
Good Life Advisors, LLC 0.43% Add +4.3% 43,564 $4.8M
HM Payson & Co. 0.09% Add +5.1% 43,374 $4.8M
Graybill Wealth Management, LTD. 2.02% Add +2219.3% 43,370 $4.8M
AE Wealth Management LLC 0.05% Reduce -93.2% 43,347 $4.8M
Estate Counselors, LLC 0.55% Add +9.4% 43,275 $4.8M
1832 Asset Management L.P. 0.01% Reduce -44.7% 43,015 $4.8M
SPC Financial, Inc. 0.45% Add +41.3% 42,888 $4.7M
Sound Stewardship, LLC 2.86% Add +3.0% 42,623 $4.7M
Bremer Bank National Association 0.87% Add +4.9% 42,575 $4.7M
Lee Financial Co 0.78% Reduce -65.8% 42,385 $4.7M
Vista Investment Management 1.91% Add +0.9% 42,357 $4.7M
National Bank of Canada 0.01% Add +1.8% 42,954 $4.7M
Vectors Research Management, LLC 1.31% Reduce -46.6% 42,101 $4.7M
Sheets Smith Wealth Management 0.52% Reduce -2.5% 41,961 $4.6M
Magnolia Capital Management Ltd. 3.93% No change 41,936 $4.6M
PCA Investment Advisory Services Inc. 2.55% Add +6.0% 41,119 $4.5M
Biltmore Family Office, LLC 0.89% Reduce -0.3% 40,656 $4.5M
Romano Brothers and Company 0.61% Reduce -1.1% 40,617 $4.5M
ICA Group Wealth Management, LLC 0.90% Add +379.4% 40,538 $4.5M
MSH Capital Advisors LLC 1.57% Reduce -8.3% 40,519 $4.5M
Baron Financial Group, LLC 2.76% Reduce -4.6% 40,495 $4.5M
Stephens Inc. 0.07% Add +0.9% 40,404 $4.5M
Sachetta, LLC 2.12% Add +0.0% 41,245 $4.5M
Strategic Blueprint, LLC 0.32% Add +5.1% 40,347 $4.5M
Townsquare Capital LLC 0.07% Add +19.2% 40,289 $4.5M
1900 Wealth Management LLC 0.40% Add +0.5% 40,145 $4.4M
Evercore Wealth Management, LLC 0.07% Reduce -2.0% 40,130 $4.4M
Buckingham Capital Management, Inc. 0.54% Reduce -3.6% 40,003 $4.4M
Kentucky Farm Bureau Mutual Insurance Co 1.04% No change 40,000 $4.4M
Old National Bancorp 0.10% Add +3.5% 39,959 $4.4M
Windsor Capital Management, LLC 1.37% Reduce -1.5% 39,932 $4.4M
Aspect Partners, LLC 3.47% Add +13.5% 39,803 $4.4M
Unionview, LLC 3.63% Add +1.9% 39,726 $4.4M
Centennial Bank 2.23% Reduce -6.3% 39,469 $4.4M
Gateway Wealth Partners, LLC 1.56% Add +1.5% 39,445 $4.4M
Afg Fiduciary Services Limited Partnership 3.21% Reduce -4.1% 39,902 $4.3M
Wealthquest Corp 0.47% Reduce -6.5% 39,313 $4.3M
SlateStone Wealth, LLC 0.43% Add +22.3% 39,072 $4.3M
Landmark Wealth Management, LLC 1.98% Reduce -1.3% 38,579 $4.3M
Freedom Investment Management, Inc. 0.34% Reduce -5.5% 38,256 $4.2M
Affiance Financial, LLC 1.14% Reduce -48.8% 38,168 $4.2M
PFG Private Wealth Management, LLC 2.65% Reduce -0.1% 38,144 $4.2M
Compound Planning, Inc. 0.39% Reduce -23.6% 38,029 $4.2M
Old Mission Investment Co LLC 1.40% Reduce -0.5% 38,017 $4.2M
Heritage Wealth Management, Inc./Texas 2.73% Reduce -2.5% 37,971 $4.2M
PrairieView Partners, LLC 0.48% Add +0.5% 37,915 $4.2M
Snider Financial Group 1.74% Add +1.6% 37,872 $4.2M
Greenfield Savings Bank 2.20% Add +6.8% 37,849 $4.2M
Robertson Stephens Wealth Management, LLC 0.23% Add +24.5% 37,706 $4.2M
Dohj, LLC 1.10% Add +9.7% 37,392 $4.1M
Ameritas Investment Partners, Inc. 0.14% Add +6.0% 37,373 $4.1M
MidAtlantic Capital Management, Inc. 3.63% Add +2.7% 37,371 $4.1M
Waverly Advisors, LLC 0.10% Add +19.4% 37,370 $4.1M
Essex Financial Services, Inc. 0.38% Add +6.3% 37,369 $4.1M
Adirondack Trust Co. 1.73% Reduce -0.5% 37,340 $4.1M
Physician Wealth Advisors, Inc. 0.87% Reduce -3.7% 39,985 $4.1M
Heritage Investors Management Corp. 0.14% Add +1.4% 37,181 $4.1M
Spinnaker Trust 0.27% Add +3.0% 37,170 $4.1M
Citizens Financial Group Inc. 0.14% Reduce -1.3% 37,166 $4.1M
Wescott Financial Advisory Group, LLC 0.51% Reduce -4.3% 36,815 $4.1M
Sterling Investment Counsel, LLC 1.88% Add +3.8% 36,759 $4.1M
Callan Family Office, LLC 0.94% Add +7.4% 36,388 $4.0M
First Heartland Consultants, Inc. 0.42% Reduce -9.7% 9,216 $4.0M
SOA Wealth Advisors, LLC. 0.83% Reduce -2.4% 36,268 $4.0M
LS Investment Advisors, LLC 0.63% Reduce -41.5% 35,991 $4.0M
Stone Summit Wealth LLC 1.38% Add +11.3% 35,965 $4.0M
Summit Place Financial Advisors, LLC 2.32% Add +23.2% 35,860 $4.0M
Performa Ltd (US), LLC 1.74% No change 35,851 $4.0M
Sebold Capital Management, Inc. 2.67% Reduce -5.2% 35,850 $4.0M
Manhattan West Asset Management, LLC 0.95% Reduce -2.7% 35,838 $4.0M
Urban Financial Advisory Corp 2.42% Add +2.9% 35,675 $3.9M
Titleist Asset Management, LLC 0.69% Add +5.5% 35,612 $3.9M
Waldron Private Wealth LLC 0.18% Add +4.2% 35,481 $3.9M
City Holding Co. 0.59% Add +1.3% 35,462 $3.9M
Alliance Wealth Management Group 1.15% Add +1.3% 35,370 $3.9M
WBH Advisory Inc. 0.40% Add +4.5% 35,227 $3.9M
Zacks Investment Management 0.04% Reduce -0.1% 35,173 $3.9M
Olde Wealth Management, LLC 1.83% Reduce -6.9% 35,763 $3.9M
First Manhattan Co. Llc. 0.01% Add +3.1% 34,975 $3.9M
Sterling Investment Advisors LLC 2.26% Reduce -0.7% 34,867 $3.9M
SevenBridge Financial Group, LLC 0.87% Reduce -10.4% 35,890 $3.8M
Keeler & Nadler Financial Planning & Wealth Management 2.30% Add +33.4% 34,703 $3.8M
CIC Wealth, LLC 1.11% Reduce -1.6% 34,634 $3.8M
Astoria Strategic Wealth, Inc. 1.21% Add +3.6% 34,631 $3.8M
Welch & Forbes LLC 0.05% Add +21.9% 34,538 $3.8M
Birchbrook, Inc. 2.27% Reduce -6.1% 34,495 $3.8M
Signaturefd, LLC 0.08% Reduce -6.4% 34,461 $3.8M
Canopy Partners, LLC 1.85% Add +3.5% 34,335 $3.8M
Sabal Trust CO 0.22% Add +27.5% 34,210 $3.8M
Nepc LLC 0.13% No change 34,190 $3.8M
Farmers Trust Co. 0.76% Add +1.2% 34,017 $3.8M
First Western Trust Bank 0.17% Reduce -4.2% 33,849 $3.7M
U.S. Capital Wealth Advisors, LLC 0.15% Add +2.0% 33,848 $3.7M
Pettyjohn, Wood & White, Inc. 0.74% Add +1.4% 33,812 $3.7M
National Philanthropic Trust 0.08% Reduce -3.5% 33,798 $3.7M
Partnership Wealth Management, LLC 2.61% Add +2.8% 33,702 $3.7M
MRP Capital Investments, LLC 3.71% New 33,482 $3.7M
Leo Wealth, LLC 0.38% Add +41.9% 33,446 $3.7M
Goldstone Financial Group, LLC 0.85% Add +7.3% 33,445 $3.7M
World Equity Group, Inc. 0.75% Reduce -30.7% 33,104 $3.7M
New Hampshire Trust 0.86% Reduce -0.7% 33,102 $3.7M
Garrison Point Advisors, LLC 2.35% Add +8.6% 33,073 $3.7M
Cantor Fitzgerald Investment Advisors L.P. 0.27% Reduce -2.0% 33,031 $3.7M
Creekmur Asset Management LLC 1.25% Reduce -33.2% 32,951 $3.6M
Carr Financial Group Corp 1.21% Reduce -12.8% 32,895 $3.6M
Newton One Investments LLC 1.60% Reduce -1.2% 32,859 $3.6M
Patriot Investment Management Group, Inc. 0.29% Add +0.1% 32,721 $3.6M
Horizon Family Wealth, Inc. 2.78% Reduce -8.2% 32,671 $3.6M
Ewa, LLC 1.62% Reduce -39.0% 33,092 $3.6M
Carl P. Sherr & Co., LLC 2.03% Add +3.9% 32,586 $3.6M
Delta Wealth Advisors LLC 3.72% — 32,583 $3.6M
Gotham Asset Management 0.05% Add +82.6% 32,536 $3.6M
TKG Advisors, LLC 1.99% Reduce -37.9% 32,301 $3.6M
Birchcreek Wealth Management, LLC 1.87% Add +7.2% 32,242 $3.6M
Wela Strategies, Inc. 1.68% Reduce -51.1% 32,122 $3.6M
Lakeshore Financial Planning, Inc. 1.79% Reduce -1.2% 32,030 $3.5M
Smithbridge Asset Management Inc. 0.73% Add +0.1% 31,945 $3.5M
Campion Asset Management 2.72% Add +6.9% 31,883 $3.5M
O'shaughnessy Asset Management, LLC 0.04% Add +132.1% 31,783 $3.5M
Trustmark Bank Trust Department 0.29% Add +1.0% 31,742 $3.5M
Vawter Financial, Ltd. 2.53% Reduce -0.7% 31,563 $3.5M
RVW Wealth, LLC 0.36% Reduce -1.1% 31,348 $3.5M
Watchman Group, Inc. 1.04% Reduce -20.6% 31,173 $3.4M
FDx Advisors, Inc. 0.52% Reduce -54.7% 31,167 $3.4M
Illinois Municipal Retirement Fund 0.05% Add +15.8% 30,947 $3.4M
Klaas Financial Asset Advisors, LLC 0.68% Reduce -0.4% 30,923 $3.4M
Fidelis Capital Partners, LLC 0.52% Add +22.6% 30,886 $3.4M
Family Firm, Inc. 0.83% Reduce -0.9% 30,830 $3.4M
Wesbanco Bank Inc. 0.13% Add +128.8% 30,823 $3.4M
FAS Wealth Partners, Inc. 0.30% Reduce -2.1% 30,786 $3.4M
New England Asset Management Inc. 0.55% No change 30,688 $3.4M
Cedar Brook Financial Partners, LLC 0.67% Add +6.6% 30,643 $3.4M
Bryn Mawr Trust Advisors, LLC 0.19% Add +135.5% 65,784 $3.4M
McNamara Financial Services, Inc. 0.72% Add +7.3% 30,539 $3.4M
Badgley Phelps Wealth Managers, LLC 0.08% Add +0.6% 30,481 $3.4M
Titan Global Capital Management USA LLC 0.53% Add +381.6% 30,466 $3.4M
Wedbush Securities Inc. 0.13% Add +0.8% 30,465 $3.4M
Syon Capital LLC 0.32% Reduce -2.9% 30,378 $3.4M
Focus Partners Advisor Solutions, LLC 0.10% Add +78.0% 30,361 $3.4M
RFP Financial Group LLC 1.31% Add +2.3% 30,350 $3.4M
Shepherd Kaplan Krochuk, LLC 2.67% Reduce -21.3% 30,259 $3.3M
Continuum Advisory, LLC 0.50% Reduce -13.0% 30,431 $3.3M
Asset Management Group, Inc. 0.51% Add +0.3% 30,139 $3.3M
Next Capital Management LLC 1.35% Add +5.3% 30,138 $3.3M
Union Savings Bank 1.74% Reduce -0.1% 30,091 $3.3M
Palisade Asset Management, LLC 0.32% Add +1.9% 29,973 $3.3M
Sage Mountain Advisors LLC 0.34% Reduce -6.3% 29,884 $3.3M
DBK Financial Counsel, LLC 3.45% Reduce -4.0% 29,804 $3.3M
Drive Wealth Management, LLC 0.92% Add +22.5% 29,713 $3.3M
Central Bank & Trust Co. 0.47% Reduce -1.0% 29,713 $3.3M
Guardian Asset Advisors, LLC 2.72% Add +21.6% 29,680 $3.3M
Baker Avenue Asset Management, LP 0.13% Add +0.7% 29,594 $3.3M
Boothbay Fund Management, LLC 0.10% Reduce -48.3% 29,592 $3.3M
Diversified Trust Co. 0.10% Add +8.5% 29,516 $3.3M
Traveka Wealth, LLC 1.51% Add +16.1% 29,467 $3.3M
Roman Butler Fullerton & Co. 1.22% Add +2.1% 31,260 $3.3M
Colonial Trust Advisors 0.32% Reduce -0.8% 29,420 $3.3M
Abbrea Capital, LLC 0.43% Add +9.0% 29,272 $3.2M
Kanawha Capital Management LLC 0.26% Add +40.1% 29,234 $3.2M
Focus Financial Network, Inc. 0.16% — 31,548 $3.2M
Hubbell Strickland Wealth Management, LLC 1.63% Add +2.5% 29,159 $3.2M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.42% Reduce -92.6% 29,155 $3.2M
Quad-Cities Investment Group, LLC 1.88% Add +2.3% 29,136 $3.2M
Mutual of America Capital Management LLC 0.03% Reduce -8.5% 29,073 $3.2M
PSI Advisors, LLC 1.16% Reduce -35.3% 29,019 $3.2M
KPP Advisory Services LLC 0.88% New 28,883 $3.2M
Hilltop Holdings Inc. 0.35% Add +46.2% 28,765 $3.2M
Quadrature Capital Ltd 0.05% New 28,767 $3.2M
Ellevest, Inc. 0.20% Add +20.6% 28,609 $3.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.33% Add +2.6% 30,132 $3.2M
Eley Financial Management, Inc 1.36% Add +0.4% 28,538 $3.2M
Madden Advisory Services, Inc. 1.66% Add +0.1% 28,480 $3.1M
AMG National Trust Bank 0.09% Reduce -2.1% 28,426 $3.1M
Emerald Advisors, LLC 0.56% Add +3.4% 28,411 $3.1M
G&S Capital LLC 1.40% Reduce -34.7% 28,387 $3.1M
Aft, Forsyth & Company, Inc. 1.79% Reduce -5.2% 28,365 $3.1M
Cornell Pochily Investment Advisors, Inc. 1.24% Add +10.9% 28,349 $3.1M
Newman Dignan & Sheerar, Inc. 0.84% Add +0.3% 28,296 $3.1M
Viewpoint Capital Management LLC 1.97% No change 28,112 $3.1M
Transcendent Capital Group LLC 1.80% Add +66.5% 27,989 $3.1M
Nwam LLC 0.25% Reduce -45.0% 28,203 $3.1M
United Bank 1.56% Add +0.3% 27,838 $3.1M
Paragon Private Wealth Management, LLC 1.82% Add +28.6% 27,741 $3.1M
Melone Private Wealth, LLC 1.84% Add +2.5% 27,717 $3.1M
Alpha Financial Partners LLC 2.76% Add +3.7% 27,471 $3.0M
Vickerman Investment Advisors, Inc. 0.98% Reduce -2.2% 27,442 $3.0M
Midwest Financial Group LLC 2.04% Add +808.9% 27,429 $3.0M
Snowden Capital Advisors LLC 0.10% Add +45.6% 27,384 $3.0M
Steigerwald, Gordon & Koch Inc. 0.38% Reduce -0.2% 27,374 $3.0M
Wealth Management Partners, LLC 1.53% Reduce -6.3% 27,295 $3.0M
Veracity Capital LLC 1.17% Reduce -88.8% 27,215 $3.0M
Burns J W & Co. Inc. 0.42% Add +23.1% 27,087 $3.0M
Meeder Advisory Services, Inc. 0.30% Reduce -1.1% 27,065 $3.0M
Laurel Wealth Planning LLC 1.99% Reduce -3.9% 27,058 $3.0M
Greenwich Wealth Management LLC 0.24% Reduce -1.3% 27,041 $3.0M
Pure Financial Advisors, LLC 0.09% Reduce -2.5% 26,994 $3.0M
Cornerstone Wealth Management, LLC 0.24% Reduce -4.4% 26,870 $3.0M
Summit Wealth Partners, LLC 0.63% Add +20.4% 26,868 $3.0M
Mechanics Bank Trust Department 0.43% Reduce -4.5% 26,803 $3.0M
Fortitude Family Office, LLC 1.98% Add +30.5% 26,672 $2.9M
TrinityPoint Wealth, LLC 0.49% Add +11.8% 26,665 $2.9M
Pinnacle Wealth Management Group, Inc. 2.18% New 26,580 $2.9M
Bluestem Financial Advisors, LLC 1.50% Add +2.8% 26,339 $2.9M
CRA Financial Services, LLC 0.63% Add +3.3% 26,330 $2.9M
Silver Oak Securities, Incorporated 0.44% Reduce -22.8% 26,267 $2.9M
Eagle Strategies LLC 0.64% Add +234.4% 26,248 $2.9M
Johnson Financial Group, Inc. 0.16% Reduce -74.4% 26,114 $2.9M
Vestor Capital, LLC 0.24% Reduce -30.9% 26,050 $2.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.46% No change 26,000 $2.9M
JMG Financial Group, Ltd. 0.11% Reduce -12.5% 25,952 $2.9M
American National Bank & Trust 0.38% Reduce -1.2% 25,933 $2.9M
Black Diamond Financial, LLC 0.77% No change 26,358 $2.9M
UNIVEST FINANCIAL Corp 0.80% Reduce -0.4% 25,751 $2.8M
Triton Financial Group Inc 2.02% Reduce -3.7% 25,750 $2.8M
AlTi Global, Inc. 0.08% Reduce -2.4% 25,730 $2.8M
Thoroughbred Financial Services, LLC 0.27% Reduce -17.6% 25,725 $2.8M
Keystone Financial Group 0.42% Add +13.9% 25,667 $2.8M
Lewis Asset Management, LLC 2.31% Add +4.0% 25,387 $2.8M
Paladin Advisory Group, LLC 2.21% Add +2.1% 25,556 $2.8M
Tradition Wealth Management, LLC 0.28% Reduce -70.2% 25,234 $2.8M
GTS Securities LLC 0.08% Add +104.5% 25,211 $2.8M
Lionsbridge Wealth Management LLC 2.15% Reduce -9.5% 25,099 $2.8M
Triad Wealth Partners, LLC 2.13% — 25,095 $2.8M
Spectrum Asset Management, Inc. (NB/CA) 1.18% New 24,951 $2.8M
Gryphon Financial Partners LLC 0.47% Add +10.6% 24,876 $2.7M
Sage Financial Management Group, Inc. 1.30% Add +3.8% 24,802 $2.7M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -0.4% 24,713 $2.7M
Koesten, Hirschmann & Crabtree, INC. 1.75% Add +3.9% 24,624 $2.7M
Narwhal Capital Management 0.27% Add +9.8% 24,589 $2.7M
Citadel Advisors 0.00% New 24,515 $2.7M
PFG Investments, LLC 0.16% Add +97.6% 24,500 $2.7M
Beirne Wealth Consulting Services, LLC 1.15% Add +1.4% 24,462 $2.7M
Congress Asset Management Co. 0.02% Reduce -14.3% 24,442 $2.7M
Kraft, Davis & Associates, LLC 0.81% Reduce -18.1% 24,539 $2.7M
Sepio Capital, LP 0.23% Reduce -1.1% 24,402 $2.7M
WealthShield Partners, LLC 0.44% Reduce -9.9% 24,401 $2.7M
Boyd Watterson Asset Management LLC 0.98% No change 24,350 $2.7M
Centaurus Financial, Inc. 0.19% Add +10.8% 24,320 $2.7M
Greenup Street Wealth Management LLC 0.67% Reduce -13.3% 24,197 $2.7M
Brighton Jones LLC 0.10% Add +4.1% 24,063 $2.7M
Viawealth, LLC 1.66% Add +9.0% 23,997 $2.7M
Granite FO LLC 1.56% Add +172.4% 22,995 $2.7M
Foundations Investment Advisors, LLC 0.07% Reduce -1.4% 23,984 $2.7M
Wealth Alliance, LLC 0.35% Add +0.1% 23,921 $2.6M
Founders Capital Management, LLC 0.49% No change 23,842 $2.6M
Davidson Capital Management Inc. 0.84% Add +0.9% 23,687 $2.6M
Breakwater Capital Group 0.66% Reduce -1.1% 23,576 $2.6M
Cullen/Frost Bankers, Inc. 0.04% Reduce -3.6% 23,569 $2.6M
Van Hulzen Asset Management, LLC 0.17% Add +1.5% 23,533 $2.6M
Tiemann Investment Advisors, LLC 1.16% Add +7.4% 23,530 $2.6M
WealthCare Investment Partners, LLC 1.25% Add +6.6% 23,445 $2.6M
Arrowroot Family Office, LLC 1.66% Add +9.2% 23,412 $2.6M
Armbruster Capital Management, Inc. 0.55% Reduce -0.4% 23,315 $2.6M
Matrix Asset Advisors Inc. 0.31% Add +47.6% 23,157 $2.6M
Aspiriant, LLC 0.11% Add +1.5% 23,088 $2.6M
Intrua Financial, LLC 0.40% Reduce -4.3% 23,087 $2.6M
Southeast Asset Advisors, LLC 0.31% Reduce -1.4% 23,051 $2.5M
ETF Store, Inc. 1.45% Reduce -46.9% 22,971 $2.5M
Amplius Wealth Advisors, LLC 0.28% Reduce -2.3% 22,947 $2.5M
Soundmark Wealth Management, LLC 1.12% Reduce -0.4% 22,931 $2.5M
VeraBank, N.A. 0.79% Reduce -0.6% 22,921 $2.5M
Beaumont Financial Advisors, LLC 0.21% Reduce -1.5% 22,917 $2.5M
Santori & Peters, Inc. 1.09% Add +1.3% 22,897 $2.5M
Essex Private Wealth Management, LLC 7.15% Reduce -0.1% 22,853 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -4.3% 22,827 $2.5M
Congress Park Capital LLC 1.12% Reduce -18.9% 22,822 $2.5M
Ritholtz Wealth Management 0.09% Add +15.1% 22,821 $2.5M
Midwest Professional Planners, LTD. 0.88% Reduce -3.1% 22,724 $2.5M
Trust Co. of Toledo NA 0.39% Reduce -3.5% 22,702 $2.5M
CoreFirst Bank & Trust 1.57% Add +53.7% 22,700 $2.5M
Clear Creek Financial Management, LLC 0.32% Add +2.4% 22,732 $2.5M
Revolve Wealth Partners, LLC 0.42% Add +0.4% 22,461 $2.5M
Providence Capital Advisors, LLC 0.54% Add +5.8% 22,442 $2.5M
Rhumbline Advisers 0.00% Reduce -0.4% 22,422 $2.5M
Shelton Wealth Management, LLC 1.56% Reduce -32.5% 22,388 $2.5M
Kowal Investment Group, LLC 0.53% Add +0.8% 22,316 $2.5M
Peterson Wealth Advisors, LLC 0.52% Add +1.6% 22,236 $2.5M
Tranquility Partners, LLC 0.95% Add +0.2% 22,199 $2.5M
Grant Street Asset Management, Inc. 0.80% Add +8.0% 22,194 $2.5M
Ullmann Wealth Partners Group, LLC 0.36% Reduce -17.0% 22,116 $2.4M
360 Financial, Inc. 0.95% Add +1.9% 22,039 $2.4M
Objective Capital Management, LLC 1.64% Reduce -5.5% 22,013 $2.4M
Perennial Investment Advisors, LLC 0.37% Reduce -17.0% 22,000 $2.4M
O'Brien Greene & Co. Inc 0.80% Reduce -5.5% 21,839 $2.4M
Koshinski Asset Management, Inc. 0.25% Add +29.1% 21,799 $2.4M
Aua Capital Management, LLC 1.38% Add +14.7% 21,667 $2.4M
Davis R M Inc. 0.05% Reduce -1.4% 21,645 $2.4M
Evanson Asset Management, LLC 0.18% Reduce -0.7% 21,558 $2.4M
Tyche Wealth Partners LLC 0.58% Reduce -65.4% 21,548 $2.4M
Clear Investment Research, LLC 3.19% Add +3.4% 21,481 $2.4M
American State Bank (Iowa) 1.59% Add +3.4% 21,451 $2.4M
Victory Financial Group, LLC 1.40% Reduce -11.1% 21,394 $2.4M
Ategra Capital Management, LLC 1.08% Add +7.1% 21,311 $2.4M
Pinnacle Wealth Planning Services, Inc. 0.34% Reduce -1.8% 21,214 $2.3M
McGlone Suttner Wealth Management, Inc. 0.44% Reduce -2.7% 21,214 $2.3M
State of Alaska, Department of Revenue 0.03% New 21,138 $2.3M
United Community Bank 0.91% Reduce -0.3% 21,107 $2.3M
Dana Investment Advisors, Inc. 0.08% Reduce -2.6% 21,076 $2.3M
Glen Eagle Advisors, LLC 0.44% Add +0.8% 21,071 $2.3M
New Republic Capital, LLC 1.48% Reduce -2.1% 21,066 $2.3M
Agf Management Ltd. 0.01% No change 21,036 $2.3M
9258 Wealth Management, LLC 0.36% Add +1.3% 21,034 $2.3M
Lanark Financial, Inc. 0.22% Add +5.2% 21,031 $2.3M
Diversified Portfolios, Inc. 0.33% Add +3.5% 21,011 $2.3M
Colorado Capital Management, Inc. 1.34% Add +0.0% 20,981 $2.3M
Chapin Davis, Inc. 0.85% Add +1.2% 20,972 $2.3M
Cadence Bank 0.17% Reduce -0.9% 20,968 $2.3M
SOL Capital Management CO 0.29% Reduce -3.7% 20,943 $2.3M
Absolute Capital Management, LLC 1.48% New 20,937 $2.3M
Talisman Wealth Advisors LLC 2.91% Add +22.6% 20,935 $2.3M
Wedmont Private Capital 0.17% Reduce -0.1% 21,242 $2.3M
S&T Bank 0.44% Reduce -1.3% 20,905 $2.3M
Brady Family Wealth, LLC 0.75% Reduce -0.3% 20,892 $2.3M
Wiser Wealth Management, Inc 0.76% Reduce -1.0% 20,873 $2.3M
Shufro Rose & Co. LLC 0.19% New 20,861 $2.3M
Municipal Employees' Retirement System of Michigan 0.03% Reduce -92.2% 20,735 $2.3M
Summit Financial, LLC 0.13% Add +7.7% 20,552 $2.3M
Westside Investment Management, Inc. 0.54% Add +0.1% 20,518 $2.3M
Pitcairn Co. 0.15% New 20,384 $2.3M
Wilshire Advisors LLC 1.12% Add +0.7% 20,320 $2.2M
Pennsylvania Capital Management Inc. 0.93% Reduce -3.7% 20,280 $2.2M
Arcus Capital Partners, LLC 0.71% Reduce -0.8% 20,263 $2.2M
Mine & Arao Wealth Creation & Management, LLC. 1.10% Reduce -0.6% 20,210 $2.2M
Sapient Capital LLC 0.05% Add +31.8% 20,170 $2.2M
First National Bank of Omaha 0.15% Reduce -10.9% 21,280 $2.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% No change 20,071 $2.2M
Charles Schwab Trust Co 0.21% Reduce -10.3% 20,014 $2.2M
Eq LLC 1.36% New 20,012 $2.2M
Lineweaver Wealth Advisors, LLC 0.52% Reduce -1.2% 19,968 $2.2M
WCG Wealth Advisors LLC 0.18% Reduce -1.6% 19,973 $2.2M
Clarus Wealth Advisors 1.24% Reduce -45.9% 20,780 $2.2M
Affinity Capital Advisors, LLC 0.49% Reduce -41.2% 19,853 $2.2M
Creative Financial Designs Inc. 0.21% Reduce -54.3% 19,796 $2.2M
Milestone Investment Advisors LLC 0.59% Reduce -8.2% 19,772 $2.2M
Coastline Trust Co 0.26% Reduce -3.3% 19,726 $2.2M
Rooted Wealth Advisors, Inc. 1.07% Reduce -7.2% 20,166 $2.2M
Tilson Financial Group, Inc. 1.16% Reduce -1.9% 19,588 $2.2M
Plancorp, LLC 0.09% Add +7.6% 19,559 $2.2M
Meritage Portfolio Management 0.14% Reduce -9.1% 19,542 $2.2M
Autumn Glory Partners, LLC 1.05% Reduce -0.7% 19,378 $2.1M
Olistico Wealth, LLC 1.55% Add +4.6% 19,373 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.7% 19,299 $2.1M
Cora Capital Advisors LLC 1.14% Reduce -4.0% 19,241 $2.1M
Compass Wealth Management LLC 0.53% Reduce -0.5% 19,174 $2.1M
Capital Planning Advisors, LLC 0.37% Add +0.3% 19,160 $2.1M
Kohmann Bosshard Financial Services, LLC 0.29% No change 19,063 $2.1M
Connectus Wealth, LLC 0.06% Reduce -86.1% 19,034 $2.1M
Elm Partners Management LLC 0.17% Add +0.1% 18,997 $2.1M
RDA Financial Network 0.72% Reduce -3.1% 18,995 $2.1M
Marquette Associates, Inc. 1.48% Add +113.3% 18,990 $2.1M
White Knight Strategic Wealth Advisors, LLC 2.18% Reduce -4.6% 18,969 $2.1M
Camelot Technology Advisors, Inc. 1.94% Add +0.7% 18,962 $2.1M
Waypoint Capital Advisors, LLC 0.55% No change 18,947 $2.1M
VitalStone Financial, LLC 1.60% Reduce -51.3% 18,937 $2.1M
Roberts Wealth Advisors, LLC 0.78% Reduce -0.8% 20,181 $2.1M
Transcend Capital Advisors, LLC 0.17% Add +10.3% 18,872 $2.1M
Burke & Herbert Bank & Trust Co. 1.57% Reduce -1.6% 18,859 $2.1M
Hilltop National Bank 0.71% — 18,782 $2.1M
Joel Isaacson & Co., LLC 0.11% Add +15.5% 18,739 $2.1M
Franklin, Parlapiano, Turner & Welch, LLC 0.57% No change 18,719 $2.1M
Two Sigma Investments, LP 0.01% Add +178.8% 18,679 $2.1M
Capital Planning LLC 0.67% Add +9.0% 18,635 $2.1M
Level Four Advisory Services, LLC 0.11% No change 18,951 $2.1M
IMC-Chicago, LLC 0.07% New 18,546 $2.0M
Trek Financial, LLC 0.16% Add +41.4% 18,497 $2.0M
Lane & Associates LLC 1.29% Reduce -4.8% 18,477 $2.0M
Investment Advisory Services Inc. /TX 0.75% Add +2.4% 18,441 $2.0M
Aveo Capital Partners, LLC 0.22% Add +1.0% 19,005 $2.0M
BlueSky Wealth Advisors, LLC 1.59% Reduce -2.0% 18,391 $2.0M
Vanguard Group Inc. 0.00% Add +10.8% 18,389 $2.0M
Baldwin Investment Management, LLC 0.27% Reduce -0.5% 18,340 $2.0M
LaSalle St. Investment Advisors, LLC 1.14% Add +12.8% 18,418 $2.0M
Corrigan Financial, Inc. 0.52% Reduce -13.4% 18,312 $2.0M
Wetzel Investment Advisors, Inc. 1.19% Add +8.3% 19,742 $2.0M
Essex Bank 0.59% No change 18,637 $2.0M
Missouri Trust & Investment Co 0.78% Add +4.6% 18,253 $2.0M
Quadcap Wealth Management, LLC 0.46% Reduce -0.7% 18,233 $2.0M
Financial Partners Group, Inc 0.32% Reduce -15.1% 18,232 $2.0M
Resurgent Financial Advisors LLC 1.08% Add +75.7% 18,214 $2.0M
Ascent Group, LLC 0.18% Reduce -3.7% 18,186 $2.0M
Midland Wealth Advisors, LLC 0.12% Reduce -9.1% 18,123 $2.0M
Grey Ledge Advisors, LLC 0.56% Add +2.3% 18,082 $2.0M
Brio Consultants, LLC 0.34% Reduce -4.1% 18,069 $2.0M
Betterment LLC 0.01% Reduce -5.7% 18,041 $2.0M
RiverGlades Family Offices LLC 1.58% Reduce -4.8% 18,142 $2.0M
International Assets Investment Management, LLC 0.21% Reduce -15.4% 18,145 $2.0M
Atlas Private Wealth Management, LLC 0.83% Add +32.4% 17,908 $2.0M
Calamos Advisors LLC 0.01% Add +27.0% 17,848 $2.0M
Signet Financial Management, LLC 0.27% Add +8.2% 17,807 $2.0M
Pinnacle Bancorp, Inc. 0.58% Reduce -1.0% 17,805 $2.0M
Private Ocean, LLC 0.21% Reduce -11.8% 17,760 $2.0M
Regatta Capital Group, LLC 0.44% Reduce -3.5% 17,661 $2.0M
TruNorth Capital Management, LLC 0.67% — 17,655 $2.0M
Hoylecohen, LLC 0.15% Add +2.7% 17,610 $1.9M
River Wealth Advisors LLC 0.28% Reduce -5.1% 17,560 $1.9M
Steph & Co. 0.67% Add +1.1% 17,519 $1.9M
Swmg, LLC 0.87% Reduce -10.0% 17,492 $1.9M
Sunburst Financial Group, LLC 0.55% Add +2.0% 17,662 $1.9M
Capital Advisors, Ltd. LLC 0.25% Reduce -2.0% 17,411 $1.9M
J. W. Coons Advisors, LLC 0.34% Add +2.5% 17,350 $1.9M
JSF Financial, LLC 0.60% Reduce -11.3% 17,345 $1.9M
Bridge Advisory, LLC 0.95% Reduce -8.9% 17,339 $1.9M
Private Portfolio Partners LLC 0.40% Add +7.8% 17,290 $1.9M
Arkadios Wealth Advisors 0.15% Add +17.4% 17,256 $1.9M
Verdence Capital Advisors LLC 0.17% Add +12.4% 17,217 $1.9M
Colonial Trust Co / SC 0.36% Add +3.4% 17,176 $1.9M
Obermeyer Wealth Partners 0.11% Add +0.8% 17,111 $1.9M
Maple Capital Management, Inc. 0.17% Add +22.6% 17,099 $1.9M
Advisor OS, LLC 0.21% Reduce -25.8% 16,853 $1.9M
Alera Investment Advisors, LLC 0.25% Reduce -16.1% 16,798 $1.9M
Wolf Group Capital Advisors 0.88% No change 18,593 $1.9M
Foster Victor Wealth Advisors, LLC 0.17% Reduce -3.2% 17,449 $1.9M
Faithward Advisors, LLC 0.34% Reduce -1.7% 16,742 $1.9M
Twin Focus Capital Partners, LLC 0.35% Add +0.4% 16,739 $1.9M
Scissortail Wealth Management, LLC 0.49% New 16,721 $1.8M
Legacies Wealth LLC 1.62% No change 16,598 $1.8M
Visionary Wealth Advisors 0.12% Reduce -1.9% 16,589 $1.8M
Rothschild Wealth LLC 0.64% — 16,569 $1.8M
Carolinas Wealth Consulting LLC 0.36% Reduce -47.5% 16,527 $1.8M
Pillar Wealth Advisors, LLC 1.38% Reduce -13.5% 16,524 $1.8M
Narus Financial Partners, LLC 0.78% Add +13.3% 16,495 $1.8M
Penobscot Investment Management Company, Inc. 0.19% Reduce -1.8% 16,467 $1.8M
Macroview Investment Management LLC 2.01% Add +3.3% 16,396 $1.8M
Etfidea, LLC 0.62% Reduce -4.4% 16,356 $1.8M
Cornerstone Advisors Asset Management, LLC 0.63% Reduce -0.6% 16,325 $1.8M
Culbertson A N & Co. Inc. 0.31% Add +26.9% 16,316 $1.8M
Castle Rock Wealth Management, LLC 0.49% Add +2.7% 17,025 $1.8M
Valley Financial Group, Inc. 1.36% Add +2.3% 16,121 $1.8M
Delta Financial Advisors LLC 0.70% No change 16,107 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.21% Add +589.7% 16,098 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.61% Reduce -1.4% 16,053 $1.8M
Moloney Securities Asset Management, LLC 0.27% Add +5.2% 15,945 $1.8M
Defined Wealth Management, LLC 1.26% Reduce -0.2% 15,869 $1.8M
TFG Advisers LLC 0.68% Reduce -0.6% 15,789 $1.7M
Great Point Wealth Advisors, LLC 0.41% Reduce -8.3% 15,759 $1.7M
High Net Worth Advisory Group LLC 0.54% Add +0.1% 15,658 $1.7M
Harbour Capital Advisors, LLC 0.43% Add +3.3% 16,096 $1.7M
Zhang Financial LLC 0.13% Reduce -0.9% 15,599 $1.7M
Belpointe Asset Management LLC 0.13% Reduce -83.6% 15,595 $1.7M
Rogco, LP 0.70% Reduce -8.5% 15,559 $1.7M
FRG Family Wealth Advisors LLC 0.34% Reduce -4.1% 16,426 $1.7M
Darden Wealth Group Inc 1.34% Reduce -1.9% 15,355 $1.7M
Legacy Financial Advisors, Inc. 0.30% Add +6.7% 15,305 $1.7M
Novak & Powell Financial Services, Inc. 1.26% Add +31.4% 27,572 $1.7M
Portland Global Advisors LLC 0.23% Add +0.0% 15,170 $1.7M
TFC Financial Management, Inc. 0.30% Reduce -4.7% 15,157 $1.7M
Busey Bank 0.06% Add +30.8% 15,090 $1.7M
Redwood Wealth Management Group, LLC 1.77% Reduce -0.1% 15,077 $1.7M
PFG Advisors 0.12% Reduce -4.0% 15,066 $1.7M
Dudley Capital Management, LLC 0.96% Add +303.6% 15,080 $1.6M
Rockwood Wealth Management, LLC 0.21% Add +5.0% 14,843 $1.6M
Capasso Planning Partners LLC 0.68% Add +8.3% 14,821 $1.6M
Convergence Financial, LLC 0.68% New 14,812 $1.6M
Sweet Financial Partners, LLC 0.38% Reduce -0.9% 14,702 $1.6M
Woodstock Corp. 0.17% Add +5.7% 14,629 $1.6M
Cambridge Advisors Inc. 0.38% Reduce -3.6% 14,600 $1.6M
Goldstein Advisors, LLC 0.27% Add +6.0% 14,550 $1.6M
LPF Advisors LLC 1.60% Add +2.5% 14,498 $1.6M
Modern Wealth Management, LLC 0.15% Add +27.9% 14,469 $1.6M
Realta Investment Advisors 0.33% Add +1.7% 14,449 $1.6M
First County Bank 0.78% Reduce -22.8% 14,404 $1.6M
Lockerman Financial Group, Inc. 3.04% No change 14,370 $1.6M
First Foundation Advisors 0.06% Add +1.1% 14,285 $1.6M
Probity Advisors, Inc. 0.33% Reduce -4.5% 14,244 $1.6M
CreativeOne Wealth, LLC 0.06% Add +330.5% 14,242 $1.6M
Quadrant Private Wealth Management, LLC 0.40% Add +1.5% 14,220 $1.6M
Aaron Wealth Advisors LLC 0.22% Reduce -8.4% 14,093 $1.6M
St. Clair Advisors, LLC 0.50% Add +0.4% 14,054 $1.6M
Verity Asset Management, Inc. 0.87% Reduce -4.8% 14,039 $1.6M
General Partner, Inc. 0.97% Add +8.3% 14,030 $1.6M
Peak Asset Management, LLC 0.30% Add +0.6% 13,810 $1.5M
Forza Wealth Management, LLC 0.79% Reduce -2.1% 13,771 $1.5M
Forum Private Client Group LLC 0.74% Reduce -4.1% 13,768 $1.5M
Silvia McColl Wealth Management, LLC 1.30% Reduce -0.9% 14,379 $1.5M
Rockport Wealth LLC 1.01% — 13,831 $1.5M
Wellington Wealth Strategies, LLC. 0.70% New 13,701 $1.5M
Cobblestone Capital Advisors LLC 0.09% Reduce -16.3% 13,583 $1.5M
Delta Financial Group, Inc. 0.44% Add +11.8% 13,573 $1.5M
PKO Investment Management Joint-Stock Co 0.18% Reduce -90.8% 13,500 $1.5M
TNF LLC 0.59% Reduce -5.2% 14,175 $1.5M
Clearwater Capital Advisors, LLC 0.16% Reduce -8.0% 13,538 $1.5M
Thrive Wealth Management, LLC 0.31% Reduce -7.2% 13,407 $1.5M
Asset Dedication, LLC 0.11% Reduce -8.8% 13,412 $1.5M
Cypress Financial Planning LLC 0.68% New 13,373 $1.5M
Alpine Global Management, LLC 0.34% Add +190.3% 13,353 $1.5M
WP Advisors, LLC 0.48% Add +2.5% 13,328 $1.5M
Diversify Advisory Services, LLC 0.09% — 13,456 $1.5M
Hollencrest Capital Management 0.07% Add +60.9% 13,212 $1.5M
Pacific Center for Financial Services 0.41% Reduce -94.2% 13,170 $1.5M
Leverty Financial Group, LLC 0.87% Add +2.9% 13,162 $1.5M
Gilbert & Cook, Inc. 0.20% Reduce -3.0% 13,069 $1.4M
First National Corp. /Ma/ 0.35% No change 13,310 $1.4M
Continuum Wealth Advisors, LLC 0.81% Add +0.3% 13,016 $1.4M
Summit Investment Advisory Services, LLC 0.85% Add +0.4% 12,993 $1.4M
Arbor Trust Wealth Advisors, LLC 0.79% Add +1.4% 13,580 $1.4M
Peninsula Wealth, LLC 0.29% Reduce -2.9% 12,937 $1.4M
Cutler Group LLC / CA 0.72% Add +795.8% 12,900 $1.4M
Cibc World Market Inc. 0.00% Add +18.4% 12,834 $1.4M
Interchange Capital Partners, LLC 0.96% Add +13.3% 12,575 $1.4M
Staley Capital Advisers Inc. 0.07% No change 12,812 $1.4M
Moors & Cabot, Inc. 0.08% Add +8.9% 12,799 $1.4M
Capital Advisors Wealth Management, LLC 0.29% Reduce -1.9% 12,794 $1.4M
Orion Capital Management LLC 0.75% Reduce -20.4% 12,747 $1.4M
Secure Asset Management, LLC 0.33% Add +180.7% 12,726 $1.4M
Capital Group Private Client Services, Inc. 0.01% Add +0.5% 12,726 $1.4M
OMNI 360 Wealth, Inc. 1.16% Reduce -3.1% 12,706 $1.4M
Kingfisher Capital LLC 0.34% Reduce -1.0% 12,596 $1.4M
Blue Trust, Inc. 0.02% Reduce -7.8% 12,581 $1.4M
Allen Capital Group, LLC 0.20% Add +2.0% 12,572 $1.4M
Tilia Fiduciary Partners, Inc. 1.12% Add +13.6% 12,511 $1.4M
Meridian Investment Counsel Inc. 0.46% No change 12,488 $1.4M
1834 Investment Advisors Co. 0.16% Reduce -0.6% 12,464 $1.4M
Lwmg, LLC 0.32% Reduce -4.8% 12,461 $1.4M
Ti-Trust, Inc. 1.01% Add +247.8% 12,428 $1.4M
Fulton Bank, N.A. 0.06% Add +4.7% 12,408 $1.4M
Nelson Capital Management, LLC 0.26% Reduce -0.9% 12,402 $1.4M
Cadinha & Co. LLC 0.24% Reduce -4.0% 12,385 $1.4M
Morningstar Investment Services LLC 0.01% Reduce -26.6% 12,396 $1.4M
Harbor Investment Advisory, LLC 0.14% Add +12.5% 12,286 $1.4M
Sterling Financial Planning, Inc. 0.55% Reduce -3.8% 12,272 $1.4M
Higgins & Schmidt Wealth Strategies LLC 1.00% Reduce -3.0% 12,240 $1.4M
AdvisorNet Financial, Inc 0.13% Reduce -7.8% 12,181 $1.3M
Broadview Financial Management, LLC 0.98% Add +5.6% 12,116 $1.3M
Rockland Trust Co. 0.07% Add +8.3% 12,066 $1.3M
Opal Wealth Advisors, LLC 0.45% Reduce -2.0% 12,043 $1.3M
Summit X, LLC 0.34% Add +4.1% 12,031 $1.3M
Annapolis Financial Services, LLC 0.44% Reduce -2.2% 11,965 $1.3M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.9% 11,932 $1.3M
LCNB Corp. 0.47% Add +1.9% 11,869 $1.3M
Almanack Investment Partners, LLC. 0.22% Add +0.7% 11,833 $1.3M
Inscription Capital, LLC 0.22% No change 11,814 $1.3M
Old North State Trust, LLC 1.10% — 11,788 $1.3M
PAX Financial Group, LLC 0.26% Add +2.0% 11,786 $1.3M
Keel Point, LLC 0.13% Add +66.1% 11,781 $1.3M
STAR Financial Bank 1.11% Reduce -5.7% 11,780 $1.3M
Coldstream Capital Management Inc. 0.03% Add +8.1% 11,775 $1.3M
Proficio Capital Partners LLC 0.14% Add +260.3% 11,773 $1.3M
Aptus Capital Advisors, LLC 0.03% Add +128.6% 11,735 $1.3M
Columbia Bank 0.53% — 11,692 $1.3M
PBMares Wealth Management LLC 0.34% Reduce -2.6% 11,690 $1.3M
Howland Capital Management LLC 0.06% Add +4.4% 11,678 $1.3M
Sierra Summit Advisors LLC 0.35% Reduce -2.4% 11,637 $1.3M
Lockheed Martin Investment Management Co. 0.09% No change 11,600 $1.3M
Larson Financial Group LLC 0.10% Add +114.9% 11,584 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.3M
Grant/GrossMendelsohn, LLC 0.59% Reduce -3.7% 11,712 $1.3M
Consolidated Portfolio Review Corp 0.33% Reduce -12.7% 11,539 $1.3M
BlueChip Wealth Advisors LLC 0.82% Add +3.7% 11,463 $1.3M
Millennium Management 0.00% Reduce -16.9% 11,425 $1.3M
Watershed Private Wealth LLC 0.56% Reduce -70.0% 11,421 $1.3M
Chemistry Wealth Management LLC 0.34% Reduce -1.4% 11,419 $1.3M
Acadian Asset Management LLC 0.00% Add +140.1% 11,395 $1.3M
Tsfg, LLC 0.32% Reduce -8.2% 11,386 $1.3M
Waterloo Capital, L.P. 0.16% Reduce -23.8% 11,379 $1.3M
Jamison Private Wealth Management, Inc. 0.21% Add +5.9% 11,377 $1.3M
Independent Advisor Alliance 0.05% Reduce -50.3% 11,365 $1.3M
Maltin Wealth Management, Inc. 0.70% Add +9.0% 11,325 $1.3M
Lansing Street Advisors 0.56% Reduce -0.9% 11,227 $1.2M
Center for Financial Planning, Inc. 0.19% Add +1.2% 11,218 $1.2M
Weil Company, Inc. 0.49% New 11,203 $1.2M
NBT Bank, N.A. 0.09% Add +24.8% 11,202 $1.2M
NWF Advisory Services Inc. 0.21% Add +28.7% 11,152 $1.2M
Emergent Wealth Advisors, LLC 1.05% Add +8.3% 10,833 $1.2M
Coppell Advisory Solutions Corp. 0.23% — 10,972 $1.2M
Intergy Private Wealth, LLC 0.50% Add +3.0% 10,970 $1.2M
Stonegate Investment Group, LLC 0.04% Add +48.4% 10,956 $1.2M
Fort Point Capital Partners LLC 0.16% Reduce -7.1% 10,929 $1.2M
TCV Trust & Wealth Management, Inc. 0.12% Reduce -20.3% 10,924 $1.2M
Sovereign Financial Group, Inc. 0.32% Reduce -1.1% 10,923 $1.2M
Index Fund Advisors, Inc. 0.07% Reduce -0.7% 10,911 $1.2M
Three Seasons Wealth, LLC 0.84% Reduce -0.0% 11,150 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +6.2% 10,795 $1.2M
Nova R Wealth, Inc. 0.62% Add +4.7% 10,778 $1.2M
Walkner Condon Financial Advisors LLC 0.25% Add +1.8% 10,779 $1.2M
49 Wealth Management, LLC 0.26% Reduce -4.9% 10,879 $1.2M
NavPoint Financial, Inc. 1.03% Add +6.3% 10,767 $1.2M
SouthState Bank Corp 0.09% Add +29.4% 10,762 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -46.0% 10,603 $1.2M
Carmichael Hill & Associates, Inc. 0.48% Reduce -1.9% 10,553 $1.2M
Spirepoint Private Client, LLC 0.18% — 10,538 $1.2M
Insigneo Advisory Services, LLC 0.14% Reduce -36.3% 10,537 $1.2M
FLC Capital Advisors 0.29% Reduce -0.3% 10,534 $1.2M
GAMMA Investing LLC 0.23% Add +458.9% 10,441 $1.2M
Wintrust Investments LLC 0.10% Reduce -25.3% 10,401 $1.1M
Forte Asset Management LLC 0.70% Add +21.1% 10,394 $1.1M
Samalin Investment Counsel, LLC 0.55% Reduce -13.1% 10,347 $1.1M
Two Sigma Securities, LLC 0.06% New 10,309 $1.1M
Cambridge Trust Co. 0.04% Reduce -20.2% 10,302 $1.1M
GS Investments, Inc. 0.55% Add +114.2% 10,283 $1.1M
Port Capital LLC 0.06% Add +16.1% 10,247 $1.1M
Ardent Capital Management, Inc. 0.57% No change 10,246 $1.1M
Financial Partners Group, LLC 0.44% Reduce -22.5% 10,245 $1.1M
Saxony Capital Management, LLC 1.36% Add +21.9% 10,239 $1.1M
Lincoln Capital LLC 0.25% Reduce -2.2% 10,216 $1.1M
James Investment Research, Inc. 0.13% Reduce -3.7% 10,210 $1.1M
Tompkins Financial Corp. 0.13% Add +1.4% 10,157 $1.1M
Sowa Financial Group, Inc. 0.91% No change 10,358 $1.1M
Westwood Holdings Group Inc. 0.01% Add +24.5% 10,116 $1.1M
Syntax Research, Inc. 0.85% Reduce -0.6% 10,116 $1.1M
Edge Financial Advisors LLC 0.98% — 10,191 $1.1M
Opinicus Capital, Inc. 0.99% Reduce -2.0% 10,111 $1.1M
Foster Group, Inc. 0.06% New 10,108 $1.1M
Brookmont Capital Management 0.59% Reduce -2.7% 10,105 $1.1M
StrongBox Wealth, LLC 0.59% Add +8.8% 10,046 $1.1M
Pasadena Private Wealth, LLC 0.25% No change 10,000 $1.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.47% New 9,987 $1.1M
Wooster Corthell Wealth Management, Inc. 0.25% Reduce -0.7% 9,956 $1.1M
Awm Capital, LLC 0.18% Add +128.6% 9,903 $1.1M
David J Yvars Group 0.74% Add +6.1% 9,897 $1.1M
KWB Wealth 0.15% Reduce -0.2% 9,864 $1.1M
Claro Advisors Inc. 0.19% Reduce -12.1% 9,839 $1.1M
Aviance Capital Partners, LLC 0.16% Reduce -0.4% 9,816 $1.1M
Alpha Omega Wealth Management LLC 0.20% Add +1.5% 9,799 $1.1M
KG Capital Management 0.43% Add +1.9% 9,795 $1.1M
Townsend Asset Management Corp. /NC/ 0.43% Add +0.1% 9,772 $1.1M
Bank Ozk 0.48% Reduce -4.3% 9,740 $1.1M
Retirement Planning Group, LLC 0.08% Reduce -0.6% 9,711 $1.1M
Integrated Investment Consultants, LLC 0.29% Reduce -2.3% 9,688 $1.1M
Trexquant Investment LP 0.02% Reduce -38.8% 9,660 $1.1M
Westmount Partners, LLC 0.38% Add +9.1% 9,638 $1.1M
Roberts Financial Services LLC 0.22% Reduce -8.9% 9,635 $1.1M
Composition Wealth, LLC 0.03% Reduce -13.5% 9,624 $1.1M
Bragg Financial Advisors, Inc 0.05% Add +45.1% 9,624 $1.1M
Tufton Capital Management 0.21% Add +2.9% 9,606 $1.1M
Edmonds Duncan Registered Investment Advisors, LLC 0.27% No change 9,603 $1.1M
Sound Income Strategies, LLC 0.08% Reduce -73.5% 9,588 $1.1M
Renasant Bank 0.75% Add +0.5% 9,570 $1.1M
Holland Advisory Services, Inc. 1.16% Reduce -3.7% 9,542 $1.1M
Saxon Interests, Inc. 0.50% Reduce -8.0% 9,533 $1.1M
SeaBridge Investment Advisors LLC 0.28% No change 9,510 $1.1M
Oliver Luxxe Assets LLC 0.22% Add +12.9% 9,487 $1.0M
Legacy Financial Group LLC 0.21% New 9,482 $1.0M
Sound View Wealth Advisors Group, LLC 0.11% Reduce -10.5% 9,480 $1.0M
Ocean Park Asset Management, LLC 0.05% Add +135.6% 9,473 $1.0M
Better Money Decisions, LLC 0.83% Reduce -0.8% 9,444 $1.0M
HRC Wealth Management, LLC 0.76% Reduce -11.1% 9,443 $1.0M
Linscomb Wealth, Inc. 0.05% Add +0.7% 9,430 $1.0M
International Private Wealth Advisors LLC 2.01% Reduce -70.9% 9,430 $1.0M
Sensible Money, LLC 0.55% Reduce -12.9% 9,304 $1.0M
Crew Capital Management, Ltd 0.83% Reduce -0.9% 9,273 $1.0M
Banque Pictet & Cie SA 0.01% Add +14.2% 9,224 $1.0M
Spectrum Wealth Counsel, LLC 0.12% Add +115.6% 9,223 $1.0M
Fort Washington Investment Advisors Inc. 0.01% Add +3.1% 9,188 $1.0M
Fortune Financial Advisors, LLC 0.65% Reduce -19.7% 9,172 $1.0M
Chandler Asset Management, Inc. 0.20% No change 9,150 $1.0M
Ade, LLC 0.67% Reduce -1.3% 9,078 $1.0M
Avion Wealth 0.27% Add +10.7% 9,072 $1.0M
Gerber Kawasaki Wealth & Investment Management 0.05% Reduce -3.2% 9,037 $999K
Strategic Wealth Partners, Ltd. 0.11% Add +0.6% 8,986 $993K
Cypress Capital Group 0.12% Reduce -90.9% 8,968 $991K
Pacific Sun Financial Corp 0.57% Add +0.3% 8,919 $986K
TL Private Wealth 0.48% Reduce -12.8% 8,998 $980K
Teamwork Financial Advisors, LLC 0.15% Add +263.3% 8,849 $978K
Pine Valley Investments Ltd Liability Co 0.08% Reduce -9.9% 8,842 $977K
Marks Group Wealth Management, Inc 0.10% No change 8,837 $977K
Steward Partners Investment Solutions, LLC 0.16% New 8,829 $976K
ZWJ Investment Counsel Inc. 0.04% Reduce -5.4% 8,814 $974K
Wealth Dimensions Group, Ltd. 0.29% Add +0.0% 8,808 $974K
Jacobi Capital Management LLC 0.09% Add +5.1% 8,807 $973K
EverSource Wealth Advisors, LLC 0.08% Add +2.2% 9,299 $971K
Cannell & Spears LLC 0.02% Add +131.3% 8,763 $968K
Sweeney & Michel, LLC 0.43% — 8,768 $968K
Modus Advisors, LLC 0.36% Add +186.2% 8,743 $966K
Clarity Capital Partners LLC 0.63% Reduce -3.5% 8,670 $958K
Zions Bancorporation, N.A. 0.07% Add +61.5% 8,663 $957K
Ground Swell Capital, LLC 1.00% New 8,660 $957K
Balentine LLC 0.03% Add +3176.1% 8,649 $956K
Palisade Capital Management, LP 0.03% Add +14.1% 8,564 $946K
Accurate Wealth Management, LLC 0.27% Reduce -5.0% 9,076 $937K
Stage Harbor Financial, LLC 0.85% No change 8,468 $936K
Exencial Wealth Advisors, LLC 0.04% Reduce -1.3% 8,463 $935K
Berkshire Asset Management LLC 0.05% Add +12.9% 8,438 $933K
Sandy Cove Advisors, LLC 0.43% Add +31.7% 8,440 $933K
Strategic Financial Concepts, LLC 0.22% Add +35.9% 8,432 $932K
Moisand Fitzgerald Tamayo, LLC 0.14% Reduce -1.7% 8,413 $930K
Prospect Financial Services LLC 0.76% Add +62.6% 8,356 $924K
Riverpoint Wealth Management Holdings, LLC 0.26% Add +0.1% 8,305 $918K
National Wealth Management Group, LLC 0.71% Add +1.2% 8,296 $917K
InterOcean Capital Group, LLC 0.02% Reduce -25.4% 8,260 $913K
Indiana Trust & Investment Management Co 0.37% Add +3.8% 8,251 $912K
Ramsay, Stattman, Vela & Price, Inc. 0.17% Add +8.3% 8,246 $911K
Evoke Wealth, LLC 0.03% New 8,237 $910K
Strategies Wealth Advisors, LLC 0.14% Reduce -22.6% 8,236 $910K
Plimoth Trust Co. LLC 0.24% Add +29.9% 8,221 $909K
Williams Jones Wealth Management, LLC. 0.01% Add +7.0% 8,199 $906K
HUB Investment Partners, LLC 0.05% Add +32.0% 8,140 $900K
Clare Market Investments LLC 0.28% Add +5.6% 8,136 $899K
Destiny Capital Corp 0.62% Add +8.6% 8,080 $893K
Catalina Capital Group, LLC 0.38% Reduce -37.1% 8,075 $892K
Coordinated Financial Services, Inc. 0.79% — 8,067 $892K
Harmony Asset Management LLC 0.37% Add +2.5% 8,034 $888K
Mill Creek Capital Advisors, LLC 0.02% Add +2.5% 8,033 $888K
Corundum Group, Inc. 0.42% Reduce -20.1% 7,962 $880K
Northwest Bancshares, Inc. 0.14% New 7,960 $880K
Flagship Private Wealth, LLC 0.57% Reduce -15.9% 7,938 $877K
SC&H Financial Advisors, Inc. 0.23% Add +1.5% 7,932 $877K
Grey Street Capital, LLC 0.12% Add +25.8% 7,899 $873K
PGIM Custom Harvest LLC 0.02% Add +11.2% 7,893 $872K
Stokes Capital Advisors, LLC 0.25% Add +0.1% 7,884 $871K
Vannoy Advisory Group, Inc. 0.68% No change 7,876 $870K
Emprise Bank 0.58% — 7,833 $866K
Moneywise, Inc. 0.47% Reduce -2.0% 7,824 $865K
Centurion Wealth Management LLC 0.34% Add +0.2% 7,822 $865K
Cyndeo Wealth Partners, LLC 0.07% Add +97.9% 7,812 $863K
First Bancorp, Inc 0.65% Reduce -1.0% 7,801 $862K
Sonata Capital Group Inc. 0.39% Add +5.7% 7,780 $860K
T. Rowe Price Associates Inc. 0.00% Add +69.4% 7,767 $859K
Cassaday & Co Wealth Management LLC 0.03% Add +55.1% 7,766 $858K
Kingswood Wealth Advisors, LLC 0.10% Reduce -0.2% 7,736 $855K
Parkside Investments, LLC 0.13% Reduce -0.7% 7,699 $851K
Sierra Capital LLC 0.11% No change 7,670 $848K
Vertex Planning Partners, LLC 0.23% Add +0.3% 7,671 $848K
Foundry Financial Group, Inc. 0.60% Reduce -30.4% 7,663 $847K
Evolution Wealth Advisors, LLC 0.16% Reduce -6.6% 7,640 $844K
Consilium Wealth Advisory, LLC 0.47% Reduce -11.5% 7,633 $844K
Henrickson Nauta Wealth Advisors, Inc. 0.37% Reduce -9.6% 7,969 $842K
Cowa, LLC 0.50% Reduce -0.8% 7,617 $842K
Transatlantique Private Wealth LLC 0.37% Reduce -1.4% 7,600 $840K
Bayesian Capital Management, LP 0.08% Add +61.0% 7,600 $840K
TD Capital Management LLC 0.09% Add +21.1% 7,591 $839K
QRG Capital Management, Inc. 0.01% Add +6.8% 7,583 $838K
Parkside Financial Bank & Trust 0.13% Add +1.1% 7,579 $838K
Horizons Wealth Management 0.55% No change 7,731 $837K
Hohimer Wealth Management, LLC 0.20% Reduce -0.8% 7,571 $837K
Caprock Group, LLC 0.05% No change 7,556 $835K
Scotia Capital Inc. 0.01% Add +233.3% 7,553 $835K
Great Diamond Partners, LLC 0.19% Reduce -29.6% 7,551 $835K
MV Capital Management, Inc. 0.10% Add +1.2% 7,525 $832K
Haverford Financial Services, Inc. 0.24% No change 7,505 $829K
GW&K Investment Management, LLC 0.01% Reduce -2.8% 7,500 $829K
Bright Futures Wealth Management, LLC. 0.45% — 7,834 $829K
Lauer Wealth, LLC 0.72% Reduce -0.1% 7,768 $824K
Kraft Asset Management, LLC 0.66% Reduce -5.9% 7,369 $814K
Greenhouse Wealth Management, LLC 0.61% Add +6.8% 7,368 $814K
Plante Moran Financial Advisors, LLC 0.09% Reduce -0.6% 7,346 $812K
Sfm, LLC 0.62% Reduce -15.7% 7,298 $807K
Pallas Capital Advisors LLC 0.03% Reduce -27.9% 7,280 $805K
Cassady Schiller Wealth Management, LLC 0.36% Add +1.0% 7,260 $802K
Cardiff Park Advisors, LLC 0.08% Add +0.2% 7,185 $794K
Johnson Bixby & Associates, LLC 0.14% Reduce -4.1% 7,182 $794K
Eubel Brady & Suttman Asset Management Inc. 0.11% Add +5.7% 7,128 $788K
McIlrath & Eck, LLC 0.12% Reduce -1.1% 7,124 $787K
HFG Advisors, Inc. 0.70% Reduce -11.3% 7,110 $786K
Elevatus Welath Management 0.31% Add +109.1% 7,092 $784K
Barrett & Company, Inc. 0.37% Add +0.0% 7,083 $783K
L.M. Kohn & Company 0.22% Add +22.2% 7,078 $782K
Intrinsic Value Partners, LLC 0.83% New 7,070 $781K
Source Financial Advisors LLC 0.24% Add +27.3% 7,049 $779K
Country Trust Bank 0.02% Reduce -8.8% 7,039 $778K
Bradley Foster & Sargent Inc. 0.01% Add +5.0% 7,032 $777K
180 Wealth Advisors, LLC 0.14% Add +12.2% 7,030 $777K
Insight Advisors, LLC/ PA 0.15% Add +6.4% 7,011 $775K
Allegheny Financial Group 0.24% Reduce -14.4% 6,974 $771K
Wealth Effects LLC 0.28% Reduce -15.8% 6,969 $770K
Ledyard National Bank 0.07% Reduce -6.7% 6,965 $770K
Key Financial Inc 0.19% Reduce -1.4% 6,879 $760K
Financial Freedom, LLC 0.45% Add +0.2% 6,864 $759K
Invesco Ltd. 0.00% Reduce -3.8% 6,853 $757K
Motive Wealth Advisors 0.46% Add +219.5% 6,819 $754K
LVM Capital Management Ltd. 0.09% No change 6,815 $753K
Beacon Financial Advisory LLC 0.37% Reduce -26.6% 6,796 $751K
Main Street Financial Solutions, LLC 0.08% Add +5.5% 6,759 $747K
BKM Wealth Management, LLC 0.32% Reduce -3.9% 6,748 $746K
Total Wealth Planning, LLC 0.13% Add +1.4% 6,747 $746K
Charter Oak Capital Management, LLC 0.08% Reduce -12.3% 6,743 $745K
White Lighthouse Investment Management Inc. 0.15% Add +4.4% 6,736 $744K
Waters Parkerson & Co., LLC 0.04% No change 6,728 $744K
Wolverine Trading, LLC 0.01% New 6,708 $741K
Personal Cfo Solutions, LLC 0.12% Add +13.9% 6,677 $738K
WealthBridge Capital Management, LLC 0.25% Add +0.0% 6,673 $737K
Sather Financial Group Inc 0.05% No change 6,670 $737K
Wealth Group Ltd 0.23% Reduce -6.5% 6,760 $737K
Perritt Capital Management Inc 0.40% Add +0.0% 6,642 $734K
Tempus Wealth Planning, LLC 0.32% Add +149.9% 6,638 $734K
Deutsche Bank AG 0.00% Reduce -45.2% 6,638 $734K
Tennessee Valley Asset Management Partners 0.18% Reduce -68.6% 6,614 $731K
Trust Point Inc. 0.06% Add +6.0% 6,585 $728K
Argent Advisors, Inc. 0.29% No change 6,582 $727K
IMS Capital Management 0.34% Reduce -5.9% 6,568 $726K
Rathbones Group PLC 0.00% Reduce -9.1% 6,515 $720K
First PREMIER Bank 0.19% Reduce -0.2% 6,509 $719K
Ignite Planners, LLC 0.20% Reduce -0.5% 6,557 $717K
Outlook Wealth Advisors, LLC 0.22% Reduce -2.8% 6,452 $713K
Kwmg, LLC 0.08% Reduce -22.4% 6,448 $713K
Lincoln Capital Corp. 0.31% No change 6,442 $712K
Brown, Lisle/Cummings, Inc. 0.24% Add +0.0% 6,436 $711K
Gradient Capital Advisors, LLC 0.26% Add +1.5% 6,396 $707K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.5% 6,779 $706K
Napatree Capital LLC 0.68% Add +13.3% 6,751 $705K
Firestone Capital Management 0.19% Add +0.4% 6,338 $700K
Oxford Financial Group, LTD. LLC 0.05% Add +14.7% 6,336 $700K
Sageworth Trust Co of South Dakota 1.08% Add +2.0% 6,306 $697K
Fisher Asset Management 0.00% Reduce -31.3% 6,305 $697K
Seven Post Investment Office LP 0.17% No change 6,298 $696K
Debussy Capital Management LP 0.20% Reduce -15.9% 6,381 $695K
Pioneer Trust Bank N A 0.19% Add +0.3% 6,268 $693K
American Investment Services, Inc. 0.12% Reduce -2.9% 6,257 $692K
Hillcrest Wealth Advisors - NY, LLC 0.37% No change 6,224 $688K
Napa Wealth Management 0.36% Reduce -5.3% 6,222 $688K
Salem Investment Counselors Inc. 0.02% Reduce -0.3% 6,203 $686K
Ballentine Capital Advisors, Inc 0.38% Reduce -90.0% 6,266 $685K
Columbus Macro, LLC 0.26% Reduce -0.1% 6,193 $684K
Droms Strauss Advisors Inc. /Mo/ 0.25% Add +3.5% 6,167 $682K
Commonwealth Financial Services, LLC 0.16% No change 6,298 $682K
Shepherd Financial Partners LLC 0.09% Add +1.6% 6,120 $676K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -1.6% 6,086 $673K
Philadelphia Trust Co. 0.05% No change 6,074 $671K
Lakeridge Wealth Management LLC 0.43% Add +18.5% 6,070 $671K
Smith Shellnut Wilson LLC 0.35% Reduce -0.2% 6,059 $670K
Nicolet Bankshares Inc. 0.14% Add +6.6% 6,050 $669K
McNaughton Wealth Management, LLC 0.37% Add +0.0% 6,031 $667K
Truepoint, Inc. 0.02% Reduce -6.6% 6,026 $666K
Freestone Capital Holdings, LLC 0.02% Reduce -10.8% 6,024 $666K
First Commonwealth Financial Corp 0.18% No change 6,004 $664K
Ipswich Investment Management Co., Inc. 0.16% Add +0.8% 6,001 $663K
Janney Capital Management LLC 0.04% Reduce -3.9% 6,000 $663K
Thompson Investment Management, Inc. 0.10% Add +10.4% 5,996 $663K
Northstar Advisory Group, LLC 0.40% Reduce -90.0% 6,041 $662K
FMB Wealth Management 0.52% No change 5,950 $658K
Brightwater Advisory LLC 0.53% Reduce -5.4% 5,944 $657K
Sequent Planning LLC 0.24% — 5,940 $656K
Blue Barn Wealth, LLC 0.36% Reduce -1.0% 5,917 $654K
Integral Investment Advisors, Inc. 0.27% New 5,943 $654K
Navellier & Associates Inc. 0.08% No change 5,910 $653K
S.E.E.D. Planning Group LLC 0.24% Add +45.5% 5,826 $644K
Kearns & Associates LLC 0.50% No change 5,808 $642K
Mma Asset Management LLC 0.30% Add +1.5% 5,911 $641K
Horan Capital Advisors, LLC. 0.23% No change 5,796 $641K
Motco 0.04% Reduce -1.4% 5,787 $640K
Advanced Asset Management Advisors Inc 0.16% No change 5,781 $639K
BIP Wealth, LLC 0.05% Reduce -4.2% 5,774 $638K
First National Bank & Trust Co. of Newtown 0.13% Reduce -2.4% 5,718 $632K
Thomasville National Bank 0.05% Reduce -6.9% 5,702 $630K
Performance Wealth Partners, LLC 0.03% No change 5,699 $630K
GW Henssler & Associates Ltd. 0.04% Add +1.9% 5,690 $629K
Gilman Hill Asset Management, LLC 0.11% Add +1.8% 5,672 $627K
Armstrong Advisory Group, Inc. 0.06% No change 5,786 $626K
Lazari Capital Management, Inc. 0.34% Reduce -0.2% 5,664 $626K
FWG Investments, LLC. 0.68% Reduce -3.1% 5,660 $626K
Glass Jacobson Investment Advisors llc 0.23% Add +2.1% 5,654 $625K
Trademark Financial Management, LLC 0.52% Reduce -11.7% 5,645 $624K
CIBC Asset Management Inc 0.00% Reduce -3.9% 5,644 $624K
Ethos Financial Group, LLC 0.12% Add +2.9% 5,633 $623K
Latitude Advisors, LLC 0.39% Add +9.1% 5,632 $622K
North Star Investment Management Corp. 0.04% Add +18.0% 5,601 $619K
Ehrlich Financial Group 0.52% Reduce -68.7% 5,591 $618K
Buttonwood Financial Advisors Inc. 0.29% Reduce -4.9% 5,580 $617K
Client 1ST Advisory Group, LLC 0.28% Reduce -20.6% 5,579 $617K
Steel Grove Capital Advisors, LLC 0.08% Add +10.6% 5,575 $616K
Leonard Rickey Investment Advisors P.L.L.C. 0.16% Reduce -1.9% 5,569 $616K
Clearbridge Investments, LLC 0.00% Add +22.5% 5,568 $615K
Washington Trust Advisors, Inc. 0.06% Add +0.3% 5,556 $614K
Compass Ion Advisors, LLC 0.09% Add +0.6% 5,543 $613K
Endowment Wealth Management, Inc. 0.46% Add +16.9% 5,541 $612K
Asset Allocation & Management Company, LLC 0.40% No change 5,541 $612K
Correct Capital Wealth Management 0.14% Reduce -25.3% 5,537 $612K
McRae Capital Management Inc. 0.13% Add +1.2% 5,526 $611K
American Institute for Advanced Investment Management, LLP 0.48% Add +42.3% 5,490 $607K
Ruggaard & Associates LLC 0.29% No change 5,487 $606K
CNB Bank 0.29% No change 5,466 $604K
W Advisors, LLC 0.41% Add +1.0% 5,460 $603K
Quantinno Capital Management LP 0.01% Reduce -16.8% 5,444 $602K
Bordeaux Wealth Advisors LLC 0.20% Add +27.7% 5,432 $600K
Venturi Wealth Management, LLC 0.04% Reduce -18.9% 5,426 $600K
Invenio Wealth Partners LLC 0.32% Reduce -21.8% 5,417 $599K
Trust Co 0.08% Reduce -4.6% 5,416 $599K
Family Manage LLC 0.11% No change 5,411 $598K
TrueWealth Advisors, LLC 0.23% Reduce -5.0% 5,396 $596K
American National Bank & Trust Co. 0.14% — 5,390 $596K
Exchange Bank 0.49% Reduce -0.3% 5,389 $596K
Hoxton Planning & Management, LLC 0.28% Reduce -1.6% 5,389 $596K
High Probability Advisors, LLC 0.11% No change 5,388 $595K
SP Asset Management LLC 0.06% Add +0.0% 5,381 $595K
Rainey & Randall Wealth Advisors Inc. 0.14% Add +0.3% 5,424 $594K
Willow Creek Wealth Management Inc. 0.07% No change 5,367 $593K
Lyell Wealth Management, LP 0.06% Reduce -23.3% 5,360 $592K
Alta Wealth Advisors LLC 0.30% Reduce -41.3% 5,343 $591K
Brandywine Oak Private Wealth LLC 0.06% Reduce -0.2% 5,329 $589K
Strategic Financial Planning, Inc. 0.44% No change 5,299 $586K
Moneco Advisors, LLC 0.09% Add +1.0% 5,297 $585K
SteelPeak Wealth, LLC 0.03% Reduce -0.3% 5,284 $584K
American Capital Advisory, LLC 0.51% Reduce -18.8% 6,034 $583K
Somerset Trust Co 0.24% Add +4.3% 5,277 $583K
Donor Advised Charitable Giving, Inc. 0.02% Reduce -2.1% 5,272 $583K
Monument Capital Management 0.17% New 5,266 $582K
Advisory Alpha, LLC 0.02% Add +26.1% 5,245 $580K
Planning Capital Management Corp 0.42% Add +39.4% 5,243 $579K
Christensen, King & Associates Investment Services, Inc. 0.29% Add +12.0% 5,223 $577K
Professional Financial Advisors, LLC 0.17% Reduce -6.0% 5,222 $577K
Alhambra Investment Management LLC 0.31% Add +0.1% 5,207 $575K
Market Street Wealth Management Advisors LLC 0.10% Reduce -25.8% 5,193 $574K
Procyon Advisors, LLC 0.04% Add +21.7% 5,161 $570K
Vista Capital Partners, Inc. 0.07% No change 5,153 $570K
Sterling Wealth Management, Inc. 0.28% Add +8.0% 5,133 $567K
Baker Ellis Asset Management LLC 0.08% Add +18.0% 5,115 $565K
Whalerock Point Partners, LLC 0.16% Reduce -8.9% 5,098 $563K
LifeSteps Financial, Inc. 0.43% Reduce -1.0% 5,096 $563K
Dentgroup LLC 0.46% Add +0.3% 5,075 $561K
Gemmer Asset Management LLC 0.07% Reduce -15.8% 5,070 $560K
Doliver Advisors, LP 0.16% Reduce -0.0% 5,044 $557K
White Pine Capital LLC 0.21% Reduce -5.2% 5,315 $555K
Sunpointe, LLC 0.61% Add +1.4% 4,993 $552K
Transform Wealth, LLC 0.05% Add +26.0% 4,983 $551K
CBIZ Investment Advisory Services, LLC 0.04% Add +11.1% 4,981 $551K
Levy Wealth Management Group, LLC 0.15% No change 5,081 $550K
Orange Investment Advisors, Inc. 0.07% No change 4,968 $549K
Cypress Wealth Services, LLC 0.13% Reduce -26.6% 4,947 $547K
Blueprint Investment Partners LLC 0.11% Add +41.5% 4,946 $547K
Atlantic Union Bankshares Corp 0.05% Add +17.8% 4,940 $546K
New Potomac Partners, LLC 0.30% Add +0.4% 4,937 $546K
Jane Street Group, LLC 0.00% Reduce -99.5% 4,937 $546K
Appleton Partners Inc. 0.04% Reduce -0.2% 4,936 $545K
Andina Capital Management, LLC 0.42% Add +3.9% 4,922 $544K
Palumbo Wealth Management LLC 0.24% Add +39.6% 4,893 $541K
Keeley-Teton Advisors, LLC 0.07% Add +34.0% 4,885 $540K
Beacon Bridge Wealth Partners, LLC 0.25% Reduce -47.3% 4,869 $538K
Lion Street Advisors, LLC 0.22% No change 4,970 $538K
Strategy Asset Managers LLC 0.12% Reduce -5.0% 4,865 $538K
Financial Insights, Inc. 0.15% No change 4,863 $537K
DT Investment Partners, LLC 0.05% Add +2.3% 4,854 $536K
Invst, LLC 0.06% Reduce -17.1% 4,901 $536K
Wells Financial Advisors INC 0.36% Reduce -39.9% 4,824 $533K
WMG Financial Advisors, LLC 0.30% No change 4,819 $533K
Heartwood Wealth Advisors LLC 0.07% Add +12.8% 4,799 $530K
Relyea Zuckerberg Hanson LLC 0.09% No change 4,778 $528K
Howard Capital Management Group, LLC 0.04% New 4,768 $527K
Courage Miller Partners, LLC 0.18% Reduce -6.3% 4,756 $526K
Beacon Bank & Trust 0.13% Reduce -10.4% 4,755 $526K
Clear Point Advisors Inc. 0.43% Add +0.3% 4,749 $525K
Bison Wealth, LLC 0.09% Reduce -1.5% 4,745 $524K
Kathleen S. Wright Associates Inc. 0.25% Reduce -0.4% 4,739 $524K
Main Street Group, LTD 0.26% Add +6.9% 4,774 $523K
Winthrop Advisory Group LLC 0.08% Reduce -99.3% 4,715 $521K
GenTrust, LLC 0.03% Reduce -5.9% 4,712 $521K
Twin Peaks Wealth Advisors, LLC 0.29% Add +3.2% 4,689 $518K
Advisors Capital Management, LLC 0.01% Reduce -29.7% 4,686 $518K
3EDGE Asset Management, LP 0.04% New 4,652 $514K
Security National Bank 0.08% No change 4,642 $513K
Primoris Wealth Advisors, LLC 0.41% Add +0.0% 4,639 $513K
Founders Financial Alliance, LLC 0.15% Add +18.7% 4,638 $513K
BTC Capital Management, Inc. 0.05% — 4,625 $511K
Mosley Wealth Management 0.48% Add +9.4% 4,624 $511K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $509K
True Link Financial Advisors, LLC 0.05% Add +42.3% 4,587 $507K
SeaCrest Wealth Management, LLC 0.06% Add +4.3% 4,583 $506K
Financial Council, LLC 0.30% Add +31.4% 4,573 $505K
Nabity-Jensen Investment Management Inc 0.42% No change 4,567 $505K
Cherry Tree Wealth Management, LLC 0.13% No change 4,562 $504K
FC Advisory LLC 0.18% Reduce -3.9% 4,538 $502K
RPG Investment Advisory, LLC 0.07% Add +28.4% 4,516 $499K
Mitchell Capital Management Co. 0.10% Reduce -1.9% 4,509 $498K
Sendero Wealth Management, LLC 0.09% Reduce -10.8% 4,509 $498K
Concentrum Wealth Management 0.23% Reduce -50.3% 4,507 $498K
Baldwin Wealth Partners LLC 0.04% Reduce -8.2% 4,491 $496K
Jackson Hole Capital Partners, LLC 0.11% Add +36.4% 4,481 $495K
High Falls Advisors, Inc 0.12% Reduce -0.3% 4,469 $494K
Paulson Wealth Management Inc. 0.14% Add +38.2% 4,449 $492K
Powell Investment Advisors, LLC 0.26% Reduce -27.3% 4,446 $491K
Patton Albertson Miller Group, LLC 0.07% Reduce -45.3% 4,437 $490K
Ballast, Inc. 0.15% Reduce -1.8% 4,422 $489K
Uptick Partners, LLC 0.37% Reduce -4.0% 4,413 $488K
First National Advisers, LLC 0.11% Add +7.3% 4,410 $487K
Plum Street Advisors, LLC 0.25% Add +22.7% 4,156 $486K
Stokes Family Office, LLC 0.06% Add +0.1% 4,391 $485K
Apollon Financial, LLC 0.17% Add +88.0% 4,358 $482K
Northwest Investment Counselors, LLC 0.12% Reduce -7.3% 4,356 $481K
BBR Partners, LLC 0.04% Add +10.7% 4,352 $481K
Eagle Bay Advisors LLC 0.30% Reduce -15.8% 4,351 $481K
Weaver Capital Management LLC 0.14% No change 4,332 $479K
Alexander Randolph Advisory, Inc. 0.42% Reduce -6.6% 4,331 $479K
Capital City Trust Co. 0.13% No change 4,329 $478K
Bowman & Co S.C. 0.29% Reduce -4.7% 4,322 $478K
Shared Vision Wealth Group LLC 0.30% Reduce -9.6% 4,319 $477K
Everett Harris & Co. 0.01% Add +0.4% 4,313 $477K
Bouchey Financial Group, Ltd. 0.05% Reduce -0.8% 4,308 $476K
Hollow Brook Wealth Management LLC 0.18% Add +0.1% 4,303 $476K
Beam Wealth Advisors, Inc. 0.29% Add +107.8% 4,301 $475K
Hall Kathryn A. 0.11% Reduce -76.7% 4,300 $475K
Willner & Heller, LLC 0.47% Add +0.5% 4,293 $474K
Savvy Advisors, Inc. 0.27% Add +5.4% 4,290 $474K
Rothschild Investment LLC 0.03% No change 4,286 $474K
WR Wealth Planners, LLC 0.15% Reduce -10.1% 4,280 $473K
Hourglass Capital, LLC 0.14% New 4,265 $471K
Garner Asset Management Corp 0.18% Add +16.4% 4,265 $471K
Hunter Associates Investment Management LLC 0.08% Reduce -2.3% 4,262 $471K
Castle Wealth Management LLC 0.25% Reduce -0.1% 4,254 $470K
Sage Rhino Capital LLC 0.11% No change 4,249 $470K
KCM Investment Advisors LLC 0.02% Reduce -11.4% 4,247 $469K
Aspen Wealth Management LLC 0.18% Reduce -32.6% 4,240 $469K
Stelac Advisory Services LLC 0.22% Add +19.8% 4,231 $468K
Pine Haven Investment Counsel, Inc 0.41% No change 4,230 $468K
Smart Money Group LLC 0.18% Add +26.0% 4,472 $467K
Occidental Asset Management, LLC 0.09% Reduce -11.6% 4,217 $466K
WealthPLAN Partners, LLC 0.05% Add +7.6% 4,210 $465K
Argent Capital Management LLC 0.01% No change 4,186 $463K
Great Lakes Advisors, LLC 0.00% New 4,184 $462K
Leisure Capital Management 0.23% No change 4,180 $462K
Peddock Capital Advisors, LLC 0.12% No change 4,177 $462K
SpiderRock Advisors, LLC 0.01% — 4,361 $461K
Truvestments Capital LLC 0.18% Reduce -7.3% 4,171 $461K
LexAurum Advisors, LLC 0.12% Add +1.5% 4,167 $460K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -56.8% 4,132 $457K
Independent Family Office, LLC 0.24% Add +60.2% 4,125 $456K
Fermata Advisors, LLC 0.10% Add +17.1% 4,120 $455K
Live Oak Private Wealth LLC 0.08% Add +7.8% 4,113 $455K
Gray Wealth Management Inc. 0.20% Add +0.0% 4,111 $454K
Bensler, LLC 0.07% Add +0.5% 4,105 $454K
Adero Partners, LLC 0.03% Reduce -5.4% 4,101 $453K
TFB Advisors LLC 0.16% New 4,307 $451K
Roundview Capital LLC 0.04% Add +21.7% 4,071 $450K
Smith Anglin Financial, LLC 0.05% Reduce -18.2% 4,067 $450K
Innealta Capital, LLC 0.19% Reduce -5.1% 4,065 $449K
LongView Wealth Management 0.18% Add +1.8% 4,062 $449K
Ballast Advisors LLC 0.15% Reduce -8.3% 4,058 $448K
Duncker Streett & Co. Inc. 0.09% No change 4,049 $447K
Allie Family Office LLC 0.26% No change 4,048 $447K
Oxinas Partners, LLC 0.29% Reduce -4.1% 4,046 $447K
Financial Perspectives, Inc 0.17% Add +18.3% 4,042 $447K
Florida Trust Wealth Management Co 0.02% Add +10.1% 4,041 $447K
NCM Capital Management, LLC 0.25% Reduce -2.4% 4,035 $446K
Foster & Motley Inc. 0.03% Add +9.9% 4,025 $445K
Lantz Financial LLC 0.14% Reduce -4.6% 4,011 $443K
Fortitude Advisory Group L.L.C. 0.25% Reduce -12.5% 4,005 $443K
Melfa Wealth Management, Inc. 0.32% New 4,004 $443K
Orgel Wealth Management, LLC 0.01% Reduce -6.5% 4,004 $443K
Lam Group, Inc. 0.36% No change 4,000 $442K
Mosaic Financial Group, LLC 0.35% — 4,000 $442K
TD Waterhouse Canada Inc. 0.00% Add +4.0% 3,910 $442K
Ironwood Investment Counsel, LLC 0.08% Add +2.2% 3,990 $441K
Tyler-Stone Wealth Management 0.20% Add +8.3% 3,979 $440K
Acorn Wealth Advisors, LLC 0.23% Reduce -1.5% 3,951 $437K
Octavia Wealth Advisors, LLC 0.06% Reduce -2.4% 3,924 $434K
Archvest Wealth Advisors, Inc. 0.31% Add +0.1% 3,949 $432K
Rothschild Capital Partners, LLC 0.13% New 3,902 $431K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% No change 3,902 $431K
17 Capital Partners, LLC 0.32% New 3,882 $429K
Kooman & Associates 0.18% Add +0.0% 3,878 $429K
Seelaus Asset Management LLC 0.44% Reduce -11.7% 3,877 $428K
Howard Wealth Management, LLC 0.35% Reduce -11.8% 3,871 $428K
Aufman Associates Inc 0.30% Add +0.2% 3,869 $428K
GDS Wealth Management 0.05% Reduce -30.0% 3,863 $427K
Nilsine Partners, LLC 0.06% Reduce -4.9% 3,862 $427K
Rollins Financial Advisors, LLC 0.08% Reduce -9.1% 3,854 $426K
Legacy PCG, LLC 0.27% Reduce -13.0% 3,847 $425K
Juncture Wealth Strategies, LLC 0.18% Reduce -14.3% 3,839 $424K
Patten Group, Inc. 0.10% Reduce -3.5% 3,835 $424K
Facet Wealth, Inc. 0.01% Add +5.7% 3,908 $423K
Arbor Wealth Advisors LLC 0.40% Reduce -10.9% 3,824 $423K
Central Pacific Bank - Trust Division 0.06% — 3,856 $422K
Washington Trust Bank 0.04% Reduce -24.6% 3,813 $421K
Householder Group Estate & Retirement Specialist, LLC 0.13% Add +0.2% 3,807 $421K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +0.7% 3,787 $419K
Pinnacle Financial Group, LLC / IL 0.18% No change 3,776 $417K
Alerus Financial NA 0.03% No change 3,773 $417K
Concord Wealth Partners 0.07% Add +0.9% 3,738 $413K
TruWealth Advisors, LLC 0.03% Reduce -0.1% 3,703 $409K
Clark Asset Management, LLC 0.13% Add +7.7% 3,699 $409K
Kathmere Capital Management, LLC 0.05% Add +35.6% 3,687 $407K
Sentinel Trust Co. Lba 0.05% No change 3,672 $406K
Ifrah Financial Services, Inc. 0.11% Add +2.2% 3,666 $405K
FourThought Financial Partners, LLC 0.05% Reduce -2.8% 3,663 $405K
Glassman Wealth Services 0.08% No change 3,661 $405K
Guyasuta Investment Advisors Inc. 0.03% No change 3,737 $405K
Capital Investment Counsel, LLC 0.09% Add +55.3% 3,656 $404K
Inspire Advisors, LLC 0.06% Reduce -2.4% 3,649 $403K
Bank of New Hampshire 0.11% Add +186.8% 3,639 $402K
Nadler Financial Group, Inc. 0.05% Add +12.5% 3,639 $402K
Altus Wealth Group LLC 0.20% Reduce -2.7% 3,611 $399K
IAG Wealth Partners, LLC 0.09% No change 3,608 $399K
Sentry LLC 0.07% No change 3,604 $398K
Loudon Investment Management, LLC 0.23% New 3,603 $398K
Independent Wealth Network Inc. 0.19% Add +0.3% 3,598 $398K
Keystone Wealth Services, LLC 0.13% Add +0.6% 3,582 $396K
AlphaStar Capital Management, LLC 0.04% Add +10.6% 3,544 $392K
Avondale Wealth Management 0.27% Add +23.8% 3,542 $391K
Sinecera Capital, LLC 0.54% No change 3,537 $391K
ARS Wealth Advisors Group, LLC 0.05% New 3,536 $391K
Y-Intercept (Hong Kong) Ltd 0.03% New 3,535 $391K
West Michigan Advisors, LLC 0.13% Add +9.7% 3,508 $388K
Wealth Quarterback LLC 0.22% Reduce -29.8% 3,506 $388K
Liberty Wealth Management LLC 0.08% Reduce -2.4% 3,503 $387K
Trail Ridge Investment Advisors, LLC 0.22% Reduce -15.8% 3,501 $387K
CGN Advisors LLC 0.05% Add +2.2% 3,487 $385K
Rf&l Wealth Management, LLC 0.30% Reduce -2.1% 3,484 $385K
Panoramic Investment Advisors, LLC 0.28% Reduce -21.9% 3,483 $385K
Hartford Financial Management Inc. 0.08% No change 3,478 $384K
Fortis Capital Advisors, LLC 0.16% New 3,475 $384K
Wiser Advisor Group LLC 0.60% Add +0.3% 3,446 $381K
Simplex Trading, LLC 0.01% New 3,422 $378K
Financial Life Advisors 0.16% Reduce -1.5% 3,413 $377K
Penobscot Wealth Management 0.24% Add +2.5% 3,414 $377K
Monterey Private Wealth, Inc. 0.15% Add +11.0% 3,394 $375K
Poehling Capital Management, INC. 0.10% No change 3,393 $375K
Signature Wealth Management Partners, LLC 0.30% Reduce -0.7% 3,390 $375K
Goodwin Investment Advisory 0.18% Reduce -38.5% 3,373 $373K
Dunhill Financial, LLC 0.28% Reduce -4.1% 3,380 $373K
CFM Wealth Partners LLC 0.07% Reduce -23.9% 3,369 $372K
Donaldson Capital Management, LLC 0.02% Add +5.0% 3,367 $372K
Private Wealth Management Group, LLC 0.17% Add +0.3% 3,353 $371K
JGP Wealth Management, LLC 0.05% Add +7.7% 3,317 $367K
O'ROURKE & COMPANY, Inc 0.21% No change 3,312 $366K
Peterson Wealth Services 0.13% Reduce -10.3% 3,305 $365K
Berger Financial Group, Inc 0.03% Add +0.7% 3,297 $364K
Sage Capital Management, LLC 0.20% Add +0.2% 3,270 $361K
Frank, Rimerman Advisors LLC 0.07% No change 3,264 $361K
Formidable Asset Management, LLC 0.06% Reduce -0.3% 3,257 $360K
Segment Wealth Management, LLC 0.03% Reduce -1.5% 3,254 $360K
Palo Alto Wealth Advisors, LLC 0.25% Add +0.3% 3,244 $358K
M3 Advisory Group, LLC 0.32% Add +1.5% 3,240 $358K
Fund Evaluation Group, LLC 0.02% No change 3,230 $357K
Southland Equity Partners LLC 0.10% Reduce -2.5% 3,230 $357K
Beacon Capital Management, LLC 0.07% Reduce -18.9% 3,188 $352K
Garden State Investment Advisory Services LLC 0.13% Add +63.0% 3,216 $352K
Hanson & Doremus Investment Management 0.06% Add +14.6% 3,186 $352K
Heritage Trust Co 0.05% No change 3,168 $350K
Forte Capital LLC 0.04% No change 3,168 $350K
Northside Capital Management, LLC 0.06% No change 3,158 $349K
Alpha Cubed Investments, LLC 0.02% Add +10.8% 3,151 $348K
Schonfeld Strategic Advisors LLC 0.00% Reduce -93.0% 3,144 $347K
Planning Directions Inc. 0.24% Add +34.3% 3,140 $347K
New Insight Wealth Advisors 0.22% Add +1.6% 3,134 $346K
Bluespring Wealth Management, LLC 0.04% Add +3.7% 3,123 $345K
Investment Partners Asset Management, Inc. 0.31% Add +0.7% 3,114 $344K
Highland Capital Management, LLC 0.02% Add +7.1% 3,114 $344K
Horizon Investment Services, LLC 0.17% Reduce -6.2% 3,109 $344K
Adams Wealth Management 0.08% New 3,102 $343K
Elevated Capital Advisors, LLC 0.10% Reduce -79.0% 3,097 $342K
Colton Groome Financial Advisors, LLC 0.14% Reduce -50.1% 3,086 $341K
RMR Capital Management, LLC 0.34% No change 3,083 $341K
Clear Harbor Asset Management, LLC 0.03% No change 3,082 $341K
Blue Bell Private Wealth Management, LLC 0.07% Add +35.9% 3,081 $341K
Webster Bank, N. A. 0.04% No change 3,081 $341K
Murphy, Middleton, Hinkle & Parker, Inc. 0.20% No change 3,080 $340K
Bfsg, LLC 0.04% Add +8.6% 3,071 $339K
Heritage Wealth Management, LLC 0.17% Add +11.7% 3,060 $338K
Clarity Wealth Advisors, LLC 0.11% Add +4.3% 3,050 $337K
Arax Advisory Partners 0.04% Reduce -16.2% 3,047 $337K
Partners in Financial Planning 0.07% Add +36.8% 3,046 $337K
Hill Island Financial LLC 0.11% Reduce -26.0% 3,044 $336K
Summitry LLC 0.02% New 3,035 $335K
Total Clarity Wealth Management, Inc. 0.12% Add +40.1% 3,035 $335K
BSW Wealth Partners 0.06% Reduce -16.5% 3,033 $335K
Boston Trust Walden Corp 0.00% No change 3,033 $335K
Petra Financial Advisors Inc. 0.25% Add +7.0% 3,025 $334K
Advus Financial Partners, LLC 0.10% Reduce -12.9% 3,013 $333K
Capstone Financial Advisors, Inc. 0.02% Add +3.8% 3,009 $333K
RPg Family Wealth Advisory, LLC 0.11% Reduce -15.7% 3,004 $332K
Confluence Wealth Services, Inc. 0.03% Reduce -2.2% 3,003 $332K
Selway Asset Management 0.13% No change 3,000 $332K
Shelton Capital Management 0.01% No change 3,000 $332K
Gratus Capital, LLC 0.02% Add +3.5% 2,999 $331K
Fayez Sarofim & Co 0.00% No change 2,996 $331K
Oarsman Capital, Inc. 0.08% Add +6.4% 2,990 $330K
DDD Partners, LLC 0.04% Add +1.1% 2,990 $330K
Sheaff Brock Investment Advisors, LLC 0.03% Add +0.1% 2,984 $330K
Cim, LLC 0.05% No change 2,976 $329K
First American Trust, FSB 0.03% Reduce -13.3% 2,967 $328K
Acorn Financial Advisory Services Inc. 0.06% Add +3.5% 2,966 $328K
Shelter Mutual Insurance Co 0.08% No change 2,960 $327K
Woodmont Investment Counsel LLC 0.03% No change 2,953 $326K
Patten & Patten Inc. 0.02% No change 2,949 $326K
Spotlight Asset Group, Inc. 0.23% Add +18.2% 2,940 $325K
Clarity Capital Advisors, LLC 0.26% Add +0.3% 2,915 $322K
TCI Wealth Advisors, Inc. 0.03% Reduce -2.8% 2,910 $322K
Meeder Asset Management Inc. 0.02% Add +4.7% 2,909 $322K
Checchi Capital Advisers, LLC 0.03% Reduce -16.4% 2,906 $321K
Peregrine Asset Advisers, Inc. 0.13% No change 2,889 $319K
Compass Financial Group, INC 0.07% Reduce -42.9% 2,887 $319K
Seascape Capital Management 0.12% Reduce -38.6% 2,884 $319K
Baker Tilly Wealth Management, LLC 0.06% Reduce -33.6% 2,877 $318K
Buffington Mohr McNeal 0.06% Add +4.4% 2,871 $317K
Paragon Capital Management LLC 0.17% No change 2,859 $316K
Virtue Capital Management, LLC 0.06% Reduce -53.1% 3,004 $315K
Curtis Advisory Group, LLC 0.12% Reduce -1.6% 2,850 $315K
JB Capital LLC 0.02% Reduce -1.3% 2,825 $312K
Peloton Wealth Strategists 0.13% Add +0.4% 2,819 $312K
West Bancorporation Inc. 0.21% Reduce -29.7% 2,823 $312K
KFG Wealth Management, LLC 0.13% Reduce -25.7% 2,823 $312K
Running Point Capital Advisors, LLC 0.14% No change 2,820 $312K
Dopkins Wealth Management, LLC 0.19% New 2,811 $311K
Epiq Partners, LLC 0.21% No change 2,800 $309K
Selective Wealth Management, Inc. 0.13% Reduce -6.5% 2,928 $309K
Carson Advisory Inc. 0.22% Add +27.5% 2,788 $308K
Lederer & Associates Investment Counsel 0.21% No change 2,780 $307K
Davies Financial Advisors, Inc. 0.31% — 2,772 $306K
Stephen J. Garry & Associates, LLC 0.32% No change 2,767 $306K
Bank of Marin 0.27% No change 2,765 $306K
LifePro Asset Management 0.20% Reduce -6.2% 2,761 $305K
Gerber, LLC 0.25% New 2,740 $303K
FWG Holdings, LLC 0.16% Reduce -3.8% 2,760 $302K
Welch Group, LLC 0.01% Reduce -11.5% 2,726 $301K
Sugarloaf Wealth Management, LLC 0.06% Add +17.3% 2,710 $300K
Ausdal Financial Partners, Inc. 0.03% Add +20.9% 2,707 $299K
Stiles Financial Services Inc 0.12% Add +0.1% 2,706 $299K
American Trust 0.03% Add +11.2% 2,705 $299K
HTLF Bank 0.03% Reduce -3.3% 2,704 $299K
ARS Investment Partners, LLC 0.03% No change 2,700 $298K
American International Group, Inc. 0.00% Reduce -76.4% 2,700 $298K
Eudaimonia Partners, LLC 0.07% Add +27.0% 2,697 $298K
BCGM Wealth Management, LLC 0.11% Add +0.3% 2,695 $298K
Aries Wealth Management 0.10% No change 2,690 $297K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -8.0% 2,687 $297K
Wallace Advisory Group, LLC 0.22% No change 2,740 $297K
D.B. Root & Company, LLC 0.10% Reduce -10.0% 2,682 $296K
Dagco, Inc. 0.13% New 2,666 $295K
Parkside Advisors LLC 0.08% No change 2,664 $294K
Upper Left Wealth Management, LLC 0.27% Reduce -21.9% 2,656 $294K
FSA Advisors, Inc. 0.31% Reduce -1.6% 2,649 $293K
CWA Asset Management Group, LLC 0.02% Add +18.6% 2,635 $291K
AA Financial Advisors, LLC 0.12% Reduce -0.3% 2,632 $291K
AQR Capital Management 0.00% New 2,622 $290K
Brand Asset Management Group, Inc. 0.12% Reduce -0.2% 2,618 $289K
Fiduciary Family Office, LLC 0.11% Reduce -41.7% 2,615 $289K
Core Wealth Partners LLC 0.22% New 2,614 $289K
Clearview Wealth Advisors LLC 0.29% Reduce -4.4% 2,611 $289K
Werba Rubin Papier Wealth Management 0.08% No change 2,601 $287K
Investment Partners, LTD. 0.13% Reduce -0.1% 2,595 $287K
F&V Capital Management, LLC 0.08% Add +4.7% 2,590 $286K
Eudaimonia Advisors LLC 0.15% Reduce -13.2% 2,582 $285K
Capital Management Associates, Inc 0.21% Reduce -54.3% 2,565 $284K
Alterna Wealth Management, Inc. 0.23% New 2,560 $283K
Icon Wealth Advisors, LLC 0.03% Add +70.0% 2,552 $282K
OneAscent Wealth Management LLC 0.11% Reduce -7.5% 2,556 $282K
Collaborative Wealth Managment Inc. 0.14% Add +2.7% 2,524 $279K
Colonial River Investments, LLC 0.16% Reduce -79.1% 2,517 $278K
Dogwood Wealth Management LLC 0.19% Reduce -9.6% 2,506 $277K
Members Advisory Group LLC 0.16% New 2,498 $276K
Horst & Graben Wealth Management LLC 0.06% Reduce -13.8% 2,496 $276K
Trust Co of the South 0.06% Reduce -5.9% 2,496 $276K
GFG Capital, LLC 0.07% Reduce -11.8% 2,495 $276K
ICONIQ Capital, LLC 0.00% Add +0.3% 2,492 $275K
FreeGulliver LLC 0.24% New 2,491 $275K
Sage Private Wealth Group, LLC 0.22% Reduce -45.6% 2,489 $275K
Crown Wealth Group, LLC 0.14% New 2,485 $275K
SFG Wealth Management, LLC. 0.16% Reduce -10.7% 2,484 $275K
Activest Wealth Management 0.13% Reduce -30.3% 2,481 $274K
Denver Wealth Management, Inc. 0.14% Add +0.0% 2,480 $274K
E&G Advisors, LLC 0.09% No change 2,476 $274K
Lantern Wealth Advisors, LLC 0.19% Add +0.5% 2,475 $273K
D L Carlson Investment Group Inc. 0.05% No change 2,471 $273K
Eaton Financial Holdings Company, LLC 0.14% Add +0.1% 2,453 $271K
Fairman Group, LLC 0.26% Reduce -1.1% 2,450 $271K
Costello Asset Management, INC 0.19% Add +372.0% 2,445 $270K
Terril Brothers, Inc. 0.09% No change 2,444 $270K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -4.0% 2,436 $269K
Peak Planning Group, LLC 0.17% Add +20.5% 2,435 $269K
Azimuth Capital Investment Management LLC 0.01% Reduce -6.2% 2,417 $267K
MB Generational Wealth, LLC 0.21% Add +1.6% 2,410 $266K
Cohen Klingenstein LLC 0.01% No change 2,400 $265K
Toronto Dominion Bank 0.00% No change 2,400 $265K
Sonoma Private Wealth LLC 0.43% Add +3.7% 2,395 $265K
Heritage Financial Services, LLC 0.04% Reduce -32.4% 2,389 $264K
4J Wealth Management LLC 0.23% Reduce -14.0% 2,376 $263K
Schnieders Capital Management LLC 0.05% No change 2,363 $261K
City State Bank 0.12% No change 2,358 $261K
LVW Advisors, LLC 0.04% Reduce -3.5% 2,353 $260K
Forthright Family Wealth Advisory LLC 0.17% New 2,345 $259K
Signature Estate & Investment Advisors LLC 0.01% Reduce -95.1% 2,345 $259K
Investmark Advisory Group LLC 0.14% Add +0.3% 2,343 $259K
FCG Investment Co 0.21% Add +26.3% 2,339 $259K
Hazlett, Burt & Watson, Inc. 0.15% Add +231.3% 2,342 $258K
Aberdeen Wealth Management LLC 0.15% No change 2,330 $258K
GLOBALT Investments LLC / GA 0.01% No change 2,327 $257K
Kaydan Wealth Management, Inc. 0.09% Add +1.7% 2,322 $257K
Fort Pitt Capital Group, LLC 0.01% Reduce -34.0% 2,320 $256K
Connors Investor Services Inc. 0.03% No change 2,319 $256K
Bernardo Wealth Planning LLC 0.07% Add +0.3% 2,291 $253K
Meridian Wealth Advisors, LLC 0.05% Add +0.0% 2,275 $251K
Patron Partners, LLC 0.15% New 2,275 $251K
Wade Financial Advisory, Inc 0.09% Reduce -2.8% 2,264 $250K
MY Wealth Management Inc. 0.27% Reduce -64.3% 2,254 $249K
TCP Asset Management, LLC 0.07% Reduce -12.8% 2,249 $249K
MJP Associates Inc. 0.05% Reduce -17.8% 2,246 $248K
Community Bank & Trust, Waco, Texas 0.06% No change 2,243 $248K
Bond & Devick Financial Network, Inc. 0.13% No change 2,240 $248K
BNC Wealth Management, LLC 0.11% No change 2,239 $247K
Madrona Financial Services, LLC 0.09% Reduce -2.1% 2,234 $247K
LMG Wealth Partners, LLC 0.06% Reduce -1.6% 2,234 $247K
Syntal Capital Partners, LLC 2.46% New 2,230 $246K
Zullo Investment Group, Inc. 0.12% Add +0.6% 2,229 $246K
Clearstead Trust, LLC 0.06% No change 2,227 $246K
Farmers National Bank 0.07% Add +5.6% 2,219 $245K
CPA Asset Management Group, LLC 0.14% Add +4.3% 2,218 $245K
Studio Investment Management LLC 0.06% Add +46.0% 2,216 $245K
Westshore Wealth, LLC 0.10% No change 2,215 $245K
Private Client Services, LLC 0.16% Reduce -18.3% 2,212 $244K
DDFG, Inc 0.08% Reduce -24.7% 2,202 $243K
ArchPoint Investors 0.10% New 2,200 $243K
Blodgett Wealth Advisors, LLC 0.22% No change 2,195 $243K
Sfmg, LLC 0.02% Add +3.3% 2,194 $242K
Private Capital Management, LLC 0.03% Reduce -2.2% 2,194 $242K
GM Advisory Group, LLC 0.02% Add +0.3% 2,192 $242K
Beaton Management Co. Inc. 0.13% No change 2,189 $242K
S.A. Mason LLC 0.14% Add +47.9% 2,183 $241K
BCS Wealth Management 0.08% Add +0.1% 2,174 $240K
Collective Family Office LLC 0.08% No change 2,166 $239K
Cascade Financial Partners, LLC 0.03% — 2,279 $238K
Rodgers Brothers Inc. 0.03% New 2,148 $237K
Northwest Capital Management Inc 0.08% Reduce -4.0% 2,141 $237K
SRH Advisors, LLC 0.07% No change 2,129 $235K
Sandbox Financial Partners, LLC 0.10% Add +8.2% 2,127 $235K
Norden Group LLC 0.05% New 2,125 $235K
Wagner Wealth Management, LLC 0.07% Add +1.6% 2,124 $235K
ICW Investment Advisors LLC 0.10% Add +0.1% 2,120 $234K
Ascent Wealth Partners, LLC 0.03% Reduce -75.8% 2,119 $234K
Stonebridge Capital Advisors LLC 0.02% Add +4.8% 2,118 $234K
MIdWestOne Financial Group, Inc. 0.04% No change 2,110 $233K
Bank Pictet & Cie (Europe) AG 0.01% Reduce -15.6% 2,110 $233K
Northwest Wealth Management, LLC 0.06% No change 2,100 $232K
Financial Gravity Asset Management, Inc. 0.07% Reduce -97.6% 2,141 $232K
Kapstone Financial Advisors LLC 0.16% No change 2,093 $231K
Empirical Asset Management, LLC 0.11% Add +0.8% 2,090 $231K
Walden Wealth Partners LLC 0.13% No change 2,140 $230K
Amarillo National Bank 0.04% No change 2,076 $229K
True Vision MN LLC 0.16% Reduce -50.4% 2,169 $229K
FF Advisors,LLC 0.16% No change 2,072 $229K
Rockbridge Investment Management, LCC 0.03% No change 2,070 $229K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -2.5% 2,069 $229K
Stonebrook Private Inc. 0.07% Reduce -81.6% 2,065 $228K
Callan Capital, LLC 0.02% No change 2,064 $228K
Schorn Wealth LLC 0.09% New 2,054 $227K
Imprint Wealth LLC 0.05% New 2,063 $226K
Cherry Creek Investment Advisors, Inc. 0.12% Reduce -6.6% 2,029 $224K
Petredis Investment Advisors LLC 0.03% No change 2,020 $223K
Park National Corp. 0.01% Reduce -3.4% 2,019 $223K
ORBA Wealth Advisors, L.L.C. 0.12% No change 2,015 $223K
Avantax Planning Partners, Inc. 0.01% Reduce -9.2% 2,013 $222K
Raymond James Trust Co. of NH 2.21% Reduce -12.8% 2,011 $222K
Eclectic Associates Inc. 0.10% No change 2,000 $221K
Gen-Wealth Partners Inc 0.11% — 1,998 $221K
Institute for Wealth Management, LLC. 0.03% Reduce -0.6% 1,995 $220K
Integrity Wealth Solutions LLC 0.14% Add +1.2% 1,988 $220K
Derbend Asset Management 0.11% No change 1,987 $220K
Maryland Capital Advisors Inc. 0.14% Reduce -16.2% 1,986 $219K
Weaver Consulting Group 0.08% Add +0.3% 1,975 $218K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 1,972 $218K
Pacific Sage Partners, LLC 0.06% No change 1,972 $218K
LifePlan Financial, LLC 0.20% Reduce -1.2% 1,962 $217K
Channel Wealth LLC 0.09% Reduce -10.8% 1,952 $216K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,946 $215K
Mairs & Power Inc. 0.00% No change 1,946 $215K
Augustine Asset Management Inc. 0.09% Add +0.9% 1,936 $214K
St Germain D J Co. Inc. 0.01% Reduce -9.3% 1,935 $214K
LM Advisors LLC 0.04% Reduce -27.2% 1,927 $213K
Apeiron RIA LLC 0.06% Reduce -2.7% 1,922 $212K
Tenon Financial LLC 0.18% — 1,911 $211K
Fca Corp. 0.07% No change 1,910 $211K
Gries Financial LLC 0.04% Reduce -14.8% 1,908 $211K
Moody Aldrich Partners LLC 0.04% No change 1,900 $210K
Radnor Capital Management, LLC 0.04% Reduce -22.6% 1,891 $209K
New World Advisors LLC 0.06% New 1,890 $209K
Marco Investment Management LLC 0.02% New 1,885 $208K
Fragasso Financial Advisors Inc 0.02% New 1,884 $208K
Heritage Wealth Partners, LLC 0.42% No change 1,923 $208K
Nicollet Investment Management, Inc. 0.08% No change 1,885 $208K
Towerpoint Wealth, LLC 0.10% Reduce -1.4% 1,879 $208K
FSB Premier Wealth Management, Inc. 0.10% Reduce -40.1% 1,879 $208K
Valued Wealth Advisors LLC 0.15% Add +1.4% 1,876 $207K
Rovin Capital /Ut/ 0.08% New 1,869 $207K
Rosenberg Matthew Hamilton 0.06% Reduce -23.4% 1,891 $207K
Jordan Park Group LLC 0.01% No change 1,861 $206K
Manchester Capital Management LLC 0.03% Reduce -5.9% 1,858 $205K
Dodds Wealth, LLC 0.08% Reduce -1.0% 1,850 $204K
Symphony Financial, Ltd. Co. 0.05% New 1,848 $204K
Register Financial Advisors LLC 0.11% Reduce -13.8% 1,844 $204K
Bogart Wealth, LLC 0.01% Add +42.6% 1,839 $203K
Princeton Capital Management LLC 0.07% New 1,838 $203K
Norwood Financial Corp 0.29% No change 1,835 $203K
Oak Harvest Investment Services 0.03% New 1,830 $202K
Jacobs & Co. 0.02% New 1,836 $202K
First Financial Corp. 0.10% No change 1,821 $201K
Phillips Wealth Planners LLC 0.23% New 1,954 $201K
Hamilton Capital, LLC 0.01% New 1,820 $201K
Inspirion Wealth Advisors, LLC 0.03% New 1,813 $200K
Schroder Investment Management Group 0.00% Add +300.0% 1,800 $198K
Investment Research & Advisory Group, Inc. 0.09% No change 1,776 $196K
Front Row Advisors LLC 0.07% Add +1183.7% 1,733 $192K
M&R Capital Management Inc. 0.05% Reduce -69.1% 1,694 $187K
Voisard Asset Management Group, Inc. 0.10% Reduce -2.0% 1,670 $185K
GoalVest Advisory LLC 0.06% Reduce -2.2% 1,666 $184K
Legacy Bridge, LLC 0.11% Add +5.8% 1,633 $180K
Optimum Investment Advisors 0.08% No change 1,629 $180K
Quent Capital, LLC 0.02% Add +133.5% 1,618 $179K
GeoWealth Management, LLC 0.01% Add +49.9% 1,613 $178K
Laffer Tengler Investments, Inc. 0.06% New 1,610 $178K
AlphaCore Capital LLC 0.05% Reduce -3.9% 1,593 $176K
Wolff Wiese Magana LLC 0.15% Add +45.1% 1,571 $174K
Addison Advisors LLC 0.06% No change 1,555 $172K
Islay Capital Management, LLC 0.13% Reduce -18.4% 1,554 $172K
Red Tortoise LLC 0.10% Add +18.4% 1,545 $171K
Iron Horse Wealth Management, LLC 0.07% Add +32.8% 1,540 $170K
Evensky & Katz LLC 0.01% Add +19.0% 1,535 $170K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +45.8% 1,529 $169K
MGB Wealth Management, LLC 0.07% No change 1,521 $168K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +37.0% 1,514 $167K
Angeles Wealth Management, LLC 0.02% Add +162.3% 1,495 $165K
Global Financial Private Client, LLC 0.07% No change 1,417 $155K
CGC Financial Services, LLC 0.08% No change 1,348 $149K
Family Asset Management, LLC 0.09% Add +5.1% 1,339 $148K
Caitlin John, LLC 0.11% Reduce -11.1% 1,327 $147K
GPS Wealth Strategies Group, LLC 0.02% Add +11.0% 1,310 $145K
Elgethun Capital Management 0.04% Add +0.2% 1,311 $144K
Atwood & Palmer Inc. 0.01% Reduce -4.5% 1,292 $143K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,283 $142K
Granite Investment Partners, LLC 0.01% No change 1,270 $140K
Armor Investment Advisors, LLC 0.07% Add +1.6% 1,268 $140K
Future Financial Wealth Managment LLC 0.10% New 1,210 $134K
NFSG Corp 0.06% Reduce -4.9% 1,181 $130K
Pin Oak Investment Advisors Inc. 0.13% No change 1,174 $130K
Fernwood Investment Management, LLC 0.04% New 1,159 $128K
Jackson, Grant Investment Advisers, Inc. 0.05% Reduce -19.6% 1,136 $126K
Cardinal Strategic Wealth Guidance 0.05% Reduce -54.8% 1,105 $122K
Smartleaf Asset Management LLC 0.02% Add +51.9% 1,103 $121K
Morling Financial Advisors, LLC 0.07% Reduce -1.8% 1,088 $120K
Stone House Investment Management, LLC 0.03% Reduce -1.0% 1,069 $118K
Cape Investment Advisory, Inc. 0.05% Add +184.6% 1,053 $116K
Gradient Investments LLC 0.00% Reduce -26.0% 1,045 $116K
Pacifica Partners Inc. 0.05% Reduce -5.9% 1,068 $115K
West Branch Capital LLC 0.05% Reduce -24.5% 1,025 $113K
Disciplina Capital Management LLC 0.02% No change 1,004 $111K
Logan Capital Management Inc. 0.00% Reduce -47.1% 1,000 $111K
Morton Brown Family Wealth, LLC 0.04% Reduce -5.5% 970 $107K
Raffa Wealth Management, LLC 0.03% No change 963 $106K
Versant Capital Management, Inc 0.03% Reduce -33.3% 950 $105K
HHM Wealth Advisors, LLC 0.02% Reduce -14.4% 948 $105K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -31.5% 921 $102K
Creative Capital Management Investments LLC 0.05% Add +8.2% 920 $102K
Mendota Financial Group, LLC 0.06% No change 895 $99K
MTM Investment Management, LLC 0.04% No change 889 $98K
Richardson Capital Management LLC 0.08% Add +30.0% 875 $97K
Kiely Wealth Advisory Group, Inc. 0.05% No change 905 $96K
CarsonAllaria Wealth Management, Ltd. 0.06% Add +642.1% 846 $94K
Global Wealth Strategies & Associates 0.04% No change 843 $93K
Acima Private Wealth, LLC 0.03% Reduce -84.3% 830 $92K
Russell Investments Group, Ltd. 0.00% New 803 $89K
Clean Yield Group 0.03% No change 800 $88K
Tanglewood Legacy Advisors, LLC 0.04% New 788 $87K
Tucker Asset Management LLC 0.02% Add +823.5% 785 $87K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $86K
Ransom Advisory, Ltd 0.04% — 763 $84K
Banque Cantonale Vaudoise 0.00% No change 738 $82K
Stephens Consulting, LLC 0.03% Add +15.0% 737 $81K
Hexagon Capital Partners LLC 0.02% Reduce -19.9% 725 $80K
Impact Partnership Wealth, LLC 0.03% Reduce -26.0% 723 $80K
Old Second National Bank of Aurora 0.02% No change 692 $76K
Bear Mountain Capital, Inc. 0.03% Reduce -8.0% 744 $76K
Anchor Investment Management, LLC 0.01% No change 681 $75K
Nemes Rush Group LLC 0.01% Add +17.9% 659 $73K
Piscataqua Savings Bank 0.06% No change 635 $70K
JDM Financial Group LLC 0.05% Reduce -23.3% 626 $69K
Institutional & Family Asset Management, LLC 0.01% Reduce -57.9% 620 $69K
Pineridge Advisors LLC 0.02% No change 615 $68K
McClarren Financial Advisors, Inc. 0.05% Add +0.5% 599 $67K
Mill Capital Management, LLC 0.01% No change 600 $66K
Global Assets Advisory, LLC 0.04% New 604 $66K
Benjamin Edwards Inc. 0.01% Add +24.6% 597 $66K
REAP Financial Group, LLC 0.02% Reduce -30.9% 589 $65K
Coston, McIsaac & Partners 0.02% No change 553 $61K
First Personal Financial Services 0.01% No change 544 $60K
Capital Investment Counsel, Inc 0.01% No change 542 $60K
New Covenant Trust Company, N.A. 0.06% — 517 $57K
Kelly Financial Services LLC 0.02% Reduce -87.9% 514 $57K
Rise Advisors, LLC 0.03% Add +0.4% 504 $56K
WealthCollab, LLC 0.04% No change 502 $55K
Hamilton Point Investment Advisors, LLC 0.01% No change 500 $55K
Winch Advisory Services, LLC 0.02% No change 496 $55K
Bromfield Sneider Wealth Advisors 0.03% No change 494 $55K
Davis Capital Management 0.05% Add +3.1% 497 $54K
Tidemark, LLC 0.03% Reduce -10.1% 491 $54K
Toth Financial Advisory Corp. 0.01% Reduce -0.4% 489 $54K
Criterion Capital Advisors, LLC 0.03% No change 474 $52K
Canton Hathaway, LLC 0.01% No change 459 $51K
Bray Capital Advisors 0.01% No change 455 $50K
Evolution Advisers, Inc. 0.03% No change 444 $50K
Sanctuary Wealth Management, L.L.C. 0.04% No change 427 $47K
Pingora Partners LLC 0.03% No change 409 $45K
Provenance Wealth Advisors, LLC 0.01% Reduce -45.4% 406 $45K
Beaird Harris Wealth Management, LLC 0.00% Reduce -18.1% 389 $43K
Raleigh Capital Management Inc. 0.02% Reduce -51.1% 366 $41K
Abich Financial Wealth Management LLC 0.03% Reduce -30.2% 363 $40K
RE Dickinson Investment Advisors, LLC 0.03% No change 366 $40K
Elevate Wealth Advisory, Inc. 0.03% No change 361 $40K
Financial Synergies Wealth Advisors, Inc. 0.01% Reduce -5.5% 358 $40K
Tower Research Capital LLC (TRC) 0.00% New 341 $38K
Perkins Coie Trust Co 0.01% No change 338 $37K
Highlander Capital Management, LLC 0.01% No change 337 $37K
Loomis Sayles & Co. L P 0.00% Reduce -98.0% 331 $37K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +286.1% 332 $37K
WFA Asset Management Corp 0.02% New 330 $36K
Pflug Koory, LLC 0.00% No change 315 $35K
Janiczek Wealth Management, LLC 0.01% No change 315 $35K
Advantage Trust Co 0.03% No change 307 $34K
BBJS Financial Advisors, LLC 0.01% No change 299 $33K
Riverview Trust Co 0.03% New 297 $33K
Princeton Global Asset Management LLC 0.01% No change 295 $33K
C M Bidwell & Associates Ltd. 0.02% Add +68.2% 291 $32K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 290 $32K
Arcadia Investment Management Corp. 0.01% No change 280 $31K
Grand Wealth Management, LLC 0.01% Add +0.4% 263 $29K
Bruce G. Allen Investments, LLC 0.02% Add +0.4% 260 $29K
Field & Main Bank 0.01% No change 255 $28K
Peoples Financial Services Corp. 0.01% No change 250 $28K
First Pacific Financial 0.01% Add +53.2% 242 $27K
Evergreen Private Wealth LLC 0.01% No change 239 $26K
Atlantic Private Wealth, LLC 0.02% No change 239 $26K
Founders Capital Management 0.02% Add +0.4% 235 $26K
Retirement Group, LLC 0.01% No change 231 $25K
SYM FINANCIAL Corp 0.00% Add +107.5% 220 $24K
DecisionPoint Financial, LLC 0.01% No change 225 $24K
LRI Investments, LLC 0.01% — 210 $23K
Investors Research Corp 0.01% Add +11.4% 196 $22K
Castleview Partners, LLC 0.01% No change 180 $20K
Riggs Asset Managment Co. Inc. 0.01% Reduce -35.9% 180 $20K
Byrne Asset Management LLC 0.02% Reduce -7.3% 178 $20K
Clarity Asset Management, Inc. 0.01% Reduce -38.3% 174 $19K
Financial Management Professionals, Inc. 0.00% New 172 $19K
Vima LLC 0.02% Reduce -29.9% 195 $19K
FSA Wealth Management LLC 0.01% No change 169 $19K
Hoese & Co LLP 0.02% No change 170 $18K
Kopp LeRoy C 0.01% — 164 $18K
Kopp Family Office, LLC 0.01% No change 164 $18K
Gables Capital Management Inc. 0.01% Add +60.0% 160 $18K
Aspire Private Capital, LLC 0.00% Reduce -1.9% 158 $17K
First United Bank & Trust 0.01% No change 155 $17K
Mark Sheptoff Financial Planning, LLC 0.01% Add +34.9% 147 $16K
Ables, Iannone, Moore & Associates, Inc. 0.01% No change 143 $16K
Breakwater Investment Management 0.01% — 140 $15K
Game Plan Financial Advisors, LLC 0.01% No change 139 $15K
Vermillion & White Wealth Management Group, LLC 0.01% No change 138 $15K
Highline Wealth Partners LLC 0.01% Reduce -78.7% 137 $15K
Atticus Wealth Management, LLC 0.00% Reduce -6.8% 136 $15K
Archer Investment Corp 0.00% Reduce -91.4% 133 $15K
Lowe Wealth Advisors, LLC 0.01% No change 131 $14K
Legend Financial Advisors, Inc. 0.01% No change 130 $14K
Signature Resources Capital Management, LLC 0.01% No change 130 $14K
Heritage Wealth Advisors 0.00% Reduce -94.1% 125 $14K
Gilliland Jeter Wealth Management LLC 0.00% New 120 $13K
Covestor Ltd 0.01% Reduce -6.3% 120 $13K
Your Advocates Ltd., LLP 0.01% No change 111 $12K
Tanaka Capital Management Inc. 0.03% No change 109 $12K
Aspire Wealth Management Corp 0.01% Reduce -41.5% 107 $12K
Punch & Associates Investment Management, Inc. 0.00% Reduce -83.6% 97 $11K
Insight Inv LLC 0.01% No change 92 $10K
PFS Partners, LLC 0.01% Reduce -2.3% 85 $9K
Horizon Bancorp Inc. 0.00% No change 80 $9K
Resources Management Corp. /CT/ 0.00% No change 81 $9K
Hall Laurie J Trustee 0.00% No change 75 $8K
Christopher J. Hasenberg, Inc 0.00% New 71 $8K
Peachtree Investment Partners, LLC 0.00% No change 67 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 67 $7K
Chilton Capital Management LLC 0.00% No change 65 $7K
Ruedi Wealth Management, Inc. 0.00% No change 63 $7K
Frazier Financial Advisors, LLC 0.01% No change 58 $6K
Rakuten Securities, Inc. 0.00% New 57 $6K
Delta Asset Management LLC 0.00% No change 55 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 52 $6K
SJS Investment Consulting Inc. 0.00% Add +59.4% 51 $6K
DB Fitzpatrick & Co, Inc 0.00% Add +223.1% 42 $5K
Integrity Financial Corp 0.00% No change 40 $4K
Northwest Bank & Trust Co 0.00% No change 40 $4K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -70.5% 31 $3K
AllSquare Wealth Management LLC 0.00% No change 31 $3K
Atlas Capital Advisors Inc. 0.00% Add +31.8% 29 $3K
Tower View Wealth Management LLC 0.00% No change 27 $3K
Turtle Creek Wealth Advisors, LLC 0.00% New 23 $3K
Independence Bank of Kentucky 0.00% No change 20 $2K
Eukles Asset Management 0.00% No change 16 $2K
New England Capital Financial Advisors LLC 0.00% New 15 $2K
Fuller & Thaler Asset Management, Inc. 0.00% No change 12 $1K
FSC Wealth Advisors, LLC 0.00% No change 9 $995
Arlington Trust Co LLC 0.00% New 6 $663
Kozak & Associates, Inc. 0.00% Reduce -98.3% 2 $221
Richardson Financial Services Inc. 0.00% Reduce -99.7% 1 $180

"% of holder's portfolio" is IJR's weight in each manager's 13F, not the share of iShares Core S&P Small-Cap E the manager owns.