iShares Core S&P Small-Cap EIJRETF

13F holders, Q2 2024 (June 30)
2,310holders −18
81new positions
101sold out
5famous investors
$106.52avg. 13F price*

At the end of Q2 2024, 2,310 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, down 18 from Q1 2024. 81 opened new positions and 101 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.7B), Bank of America Corp. ($3.2B) and FMR LLC ($2.2B). 5 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 → Q2 2024

InstitutionsTotal Value
New Positions81$203.1M
Exits101$399.9M

All 13F filers, Q1 2024 → Q2 2024: 28,224,477 shares bought and 19,153,597 shares sold, net +9,070,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,310 holders

Northwestern Mutual Wealth Management Co. 3.67% Add +3.4% 34,903,124 $3.7B
Bank of America Corp. 0.31% Reduce -0.9% 30,422,304 $3.2B
FMR LLC 0.14% Add +3.7% 20,906,838 $2.2B
Morgan Stanley 0.15% Reduce -5.1% 18,224,386 $1.9B
Envestnet Asset Management Inc. 0.64% Add +98.5% 17,112,936 $1.8B
Wells Fargo & Company 0.44% Reduce -4.2% 15,926,742 $1.7B
Bank of New York Mellon Corp 0.30% Reduce -3.0% 14,616,513 $1.6B
LPL Financial LLC 0.71% Add +2.5% 13,317,367 $1.4B
Goldman Sachs Group Inc. 0.27% Add +3.0% 12,935,179 $1.4B
UBS Group AG 0.37% Add +0.7% 11,176,813 $1.2B
Raymond James & Associates 0.68% Add +2.3% 9,771,036 $1.0B
First Command Advisory Services, Inc. 9.61% Add +1.0% 8,681,654 $926.2M
Financial Engines Advisors L.L.C. 1.96% Add +5.0% 8,258,616 $880.9M
PNC Financial Services Group, Inc. 0.59% Reduce -3.3% 8,243,705 $879.3M
Northern Trust Corp. 0.15% Add +1.3% 8,214,877 $876.2M
Royal Bank of Canada 0.19% Add +0.8% 7,450,862 $794.7M
BlackRock Inc. 0.02% Reduce -4.4% 7,244,346 $772.7M
Cresset Asset Management, LLC 2.59% Add +1.7% 5,720,127 $610.1M
Ameriprise Financial Inc. 0.16% Reduce -6.6% 5,615,408 $599.0M
Glenmede Trust Co. NA 3.04% Add +4.9% 5,614,146 $598.8M
Provida Pension Fund Administrator 14.52% Add +39.7% 5,400,376 $576.4M
US Bancorp \de 0.75% Reduce -1.5% 5,141,170 $548.4M
Truist Financial Corp. 0.81% Reduce -2.4% 5,004,861 $533.8M
Commonwealth Equity Services, LLC 0.64% Add +1.7% 3,812,168 $406.6M
Baird Financial Group, Inc. 0.84% Add +2.3% 3,810,159 $406.4M
Raymond James Financial Services Advisors, Inc. 0.57% Add +1.2% 3,787,930 $404.0M
Northwestern Mutual Investment Management Company, LLC 10.38% Add +6.1% 3,760,148 $401.1M
Keybank National Association 1.64% Reduce -1.2% 3,747,116 $399.7M
Regions Financial Corp. 2.89% Reduce -0.2% 3,569,675 $380.7M
JPMorgan Chase & Co. 0.03% Reduce -7.0% 2,993,380 $319.3M
HighTower Advisors, LLC 0.49% Reduce -0.5% 2,983,874 $318.2M
Acorns Advisers, LLC 3.02% Add +7.0% 2,648,833 $282.5M
Pathstone Holdings, LLC 1.19% Add +7.5% 2,472,474 $263.8M
Millburn Ridgefield LLC 6.34% Add +5.1% 2,228,358 $237.7M
Catalyst Capital Advisors LLC 5.49% Add +5.1% 2,228,358 $237.7M
Circle Wealth Management, LLC 5.22% Add +0.0% 2,115,910 $225.7M
Fifth Third Bancorp 0.80% Reduce -6.4% 1,964,431 $209.5M
Alesco Advisors, LLC, An ESL Co 6.70% Reduce -0.3% 1,918,329 $204.6M
Bank of Montreal 0.06% Add +10.7% 1,877,523 $201.8M
Valeo Financial Advisors, LLC 6.24% Add +4.1% 1,988,823 $199.8M
Cerity Partners LLC 0.54% Add +3.7% 1,868,961 $199.3M
Citigroup Inc. 0.19% Reduce -2.5% 1,837,467 $196.0M
Cetera Investment Advisers 0.43% Reduce -1.7% 1,744,845 $186.1M
Haverford Trust Co 1.95% Reduce -19.4% 1,741,059 $185.7M
Mariner, LLC 0.36% Reduce -14.6% 1,730,179 $184.5M
Wealthspire Advisors, LLC 2.27% Add +3.5% 1,661,957 $177.3M
MAI Capital Management 1.61% Add +5.6% 1,535,189 $163.7M
Focus Partners Wealth 0.54% Add +114.6% 1,511,036 $161.2M
Osaic Holdings, Inc. 0.37% Reduce -3.1% 1,485,958 $158.5M
Creative Planning 0.17% Reduce -3.4% 1,467,301 $156.5M
Stifel Financial Corp. 0.18% Add +0.4% 1,463,975 $156.2M
Clark Capital Management Group, Inc. 1.15% Add +4.3% 1,461,949 $155.9M
Modera Wealth Management, LLC 2.27% Add +10.6% 1,447,531 $154.4M
Moneta Group Investment Advisors LLC 2.42% Add +2.3% 1,419,738 $151.4M
Rockefeller Capital Management L.P. 0.41% Reduce -4.7% 1,358,558 $144.9M
Mesirow Financial Investment Management, Inc. 3.18% Add +0.5% 1,323,158 $141.2M
Bridges Investment Management Inc. 2.10% Add +58.5% 1,296,608 $138.3M
Nationwide Fund Advisors 14.95% Reduce -0.2% 1,286,310 $137.2M
State Street Corp. 0.01% Reduce -15.1% 1,279,371 $136.5M
Federation des caisses Desjardins du Quebec 0.73% Add +16.3% 1,271,359 $135.6M
Comerica Bank 0.55% Add +1.9% 1,227,557 $130.9M
West Coast Financial LLC 15.48% Add +1.5% 1,225,207 $130.7M
Jones Financial Companies LLLP 0.15% Add +18.1% 1,223,273 $130.5M
Wealth Enhancement Advisory Services, LLC 0.30% Add +4.0% 1,181,177 $126.0M
Kestra Advisory Services, LLC 0.70% Add +14.1% 1,187,707 $124.5M
M&T Bank Corp 0.42% Reduce -0.6% 1,162,838 $124.0M
United Capital Financial Advisors, LLC 1.02% Reduce -0.9% 1,110,253 $118.4M
Franklin Resources Inc. 0.04% Reduce -0.3% 1,069,336 $114.1M
MML Investors Services, LLC 0.45% Reduce -5.6% 1,035,491 $110.4M
Farmers & Merchants Investments Inc. 3.45% Add +2.9% 968,208 $103.3M
Assetmark, Inc. 0.31% Add +1.7% 948,084 $101.1M
Members Trust Co 3.02% Reduce -41.8% 935,084 $99.7M
Acropolis Investment Management, LLC 6.17% Add +3.3% 915,611 $97.7M
Connecticut Wealth Management, LLC 5.04% Add +3.3% 915,244 $97.6M
Bessemer Group Inc. 0.17% Add +5.6% 905,007 $96.5M
Bronte Capital Management Pty Ltd. 7.55% Add +180.2% 904,478 $96.5M
Corient Private Wealth LP 0.17% Reduce -0.8% 904,558 $96.4M
Avantax Advisory Services, Inc. 0.68% Add +26.5% 896,870 $95.7M
BLB&B Advisors, LLC 5.21% Add +5.5% 891,789 $95.1M
Allworth Financial LP 0.60% Add +8.1% 822,209 $93.5M
Sequoia Financial Advisors, LLC 1.08% Add +5.6% 841,353 $89.7M
UMB Bank, n.a. 1.47% Reduce -1.1% 841,058 $89.7M
Beacon Investment Advisory Services, Inc. 3.81% Add +13.9% 833,164 $88.9M
Greenleaf Trust 0.84% Add +0.6% 827,972 $88.3M
NorthCoast Asset Management LLC 0.74% Add +81.0% 810,438 $86.5M
Janney Montgomery Scott LLC 0.26% Add +8.7% 791,238 $84.4M
Destination Wealth Management 2.77% Add +0.0% 786,859 $83.9M
SigFig Wealth Management, LLC 3.14% Add +0.4% 782,377 $83.4M
Accredited Investors Inc. 5.10% Add +0.7% 766,551 $81.8M
Moss Adams Wealth Advisors LLC 11.11% Add +6.4% 747,919 $79.8M
Atlanta Consulting Group Advisors, LLC 17.17% Add +146.1% 746,605 $79.6M
Captrust Financial Advisors 0.25% New 735,375 $78.4M
Main Management ETF Advisors, LLC 3.84% Add +2.6% 721,005 $76.9M
Cambridge Investment Research Advisors, Inc. 0.26% Reduce -4.7% 664,840 $70.9M
Steele Capital Management, Inc. 3.89% Add +0.9% 653,968 $69.8M
Sandy Spring Bank 3.04% Add +0.6% 646,938 $69.0M
Glenview Trust Co 1.37% Add +4.5% 638,790 $68.1M
Whittier Trust Co. 0.92% Add +4.5% 609,159 $65.0M
Victory Capital Management Inc. 0.06% Reduce -7.0% 595,024 $63.5M
Sigma Investment Counselors Inc. 3.97% Add +1.5% 594,996 $63.5M
Oakworth Capital, Inc. 4.59% Reduce -0.4% 589,468 $62.9M
St. Louis Trust Co 9.43% Add +3.4% 578,194 $61.7M
Steward Partners Investment Advisory, LLC 0.64% Add +2.4% 567,066 $60.5M
Full Sail Capital, LLC 4.01% Add +8.0% 559,335 $59.7M
Equitable Holdings, Inc. 0.63% Add +21.9% 556,947 $59.4M
First Business Financial Services, Inc. 6.28% Reduce -0.4% 555,427 $59.2M
One Day In July LLC 7.25% Reduce -5.8% 545,122 $58.1M
Natixis Advisors, LLC 0.13% Add +14.9% 544,285 $58.1M
Alaska Permanent Capital Management, LLC 4.94% Reduce -5.8% 541,289 $57.8M
Becker Capital Management Inc. 1.97% Reduce -0.3% 538,151 $57.4M
Stratos Wealth Partners, LTD. 0.92% Reduce -3.1% 532,581 $56.8M
Bokf, NA 1.01% Reduce -0.8% 530,120 $56.5M
Private Advisor Group, LLC 0.38% Reduce -2.0% 527,505 $56.2M
J.Safra Asset Management Corp 5.67% Reduce -25.9% 526,502 $56.2M
Synovus Financial Corp. 0.73% Reduce -3.2% 520,172 $55.5M
Klingman & Associates, LLC 3.75% Add +4.5% 519,306 $55.4M
Voya Investment Management LLC 0.06% Add +2.4% 516,728 $55.1M
Dynasty Wealth Management, LLC 1.59% Add +5.6% 506,306 $54.0M
First National Trust Co 2.22% Reduce -15.9% 506,053 $54.0M
Atria Wealth Solutions, Inc. 0.60% Add +8.1% 505,764 $53.9M
Mercer Global Advisors Inc. 0.15% Add +27.8% 507,777 $53.5M
Thrivent Financial for Lutherans 0.11% Add +1.1% 494,238 $52.7M
Envestnet Portfolio Solutions, Inc. 0.18% Add +17.4% 490,853 $52.4M
Financial Advisors, LLC 10.67% Add +2.5% 489,255 $52.2M
Tiaa Trust, National Association 0.16% Reduce -7.2% 489,027 $52.2M
Sage Financial Group Inc. 4.50% Add +9.9% 486,714 $51.9M
Quotient Wealth Partners, LLC 1.82% Add +3.6% 486,300 $51.9M
First Interstate Bank 3.41% Reduce -2.6% 480,620 $51.3M
Stack Financial Management, Inc 4.73% Reduce -0.0% 478,820 $51.1M
Bangor Savings Bank 5.00% Add +3.9% 468,272 $49.9M
Legacy Wealth Management, LLC 3.59% Add +2.9% 464,600 $49.6M
Clearstead Advisors, LLC 0.84% Add +37.7% 462,377 $49.3M
Fiduciary Trust Co 0.74% Reduce -1.6% 461,338 $49.2M
NewEdge Advisors, LLC 0.35% Add +2.5% 455,086 $48.5M
Bank of Nova Scotia 0.10% Reduce -2.9% 452,600 $48.3M
Flputnam Investment Management Co. 0.90% Add +1.2% 451,981 $48.2M
Peapack Gladstone Financial Corp. 0.74% Add +8.2% 450,445 $48.0M
Vicus Capital 4.31% Add +1.0% 446,743 $47.6M
WMS Partners, LLC 3.02% Add +5.7% 441,632 $47.1M
Wealth Architects, LLC 5.72% Add +3.2% 439,365 $46.9M
Raymond James Trust N.A. 1.09% Add +6.3% 436,553 $46.6M
Northwest Quadrant Wealth Management, LLC 11.42% Add +0.8% 435,048 $46.4M
Arrow Financial Corp 4.46% Reduce -18.1% 428,393 $45.7M
Mission Wealth Management, LP 1.21% Reduce -6.9% 417,855 $44.6M
Choate Investment Advisors 1.17% Add +21.9% 417,320 $44.5M
Cahaba Wealth Management, Inc. 3.90% Add +3.6% 414,922 $44.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.1% 414,563 $44.2M
Sanctuary Advisors, LLC 0.32% — 417,590 $44.1M
Stockman Wealth Management, Inc. 7.46% Add +5.8% 399,212 $42.6M
Savant Capital, LLC 0.42% Add +15.6% 397,286 $42.4M
Calamos Wealth Management LLC 2.29% Add +3.7% 396,121 $42.3M
Conning Inc. 1.57% Reduce -2.4% 392,433 $41.9M
Ally Financial Inc. 5.13% Add +35.7% 388,000 $41.4M
Voya Financial Advisors, Inc. 4.65% Reduce -3.2% 388,753 $41.1M
Cwm, LLC 0.19% Add +45.4% 376,934 $40.2M
Rebalance, LLC 3.21% Add +1.1% 373,809 $39.9M
Valmark Advisers, Inc. 0.66% Reduce -1.1% 366,020 $39.0M
RKL Wealth Management LLC 3.75% Add +4.1% 365,121 $38.9M
HCR Wealth Advisors 5.55% Reduce -0.9% 364,076 $38.8M
United Bank 4.81% Add +1.1% 363,475 $38.8M
Chesley Taft & Associates LLC 1.94% Add +2.0% 362,371 $38.7M
Bartlett & Co. Wealth Management LLC 0.58% Add +2.5% 358,363 $38.2M
Arcataur Capital Management LLC 13.61% Add +0.2% 358,022 $38.2M
LVZ, Inc. 4.99% Reduce -4.0% 343,124 $36.6M
Graypoint LLC 2.52% Add +1.0% 341,757 $36.5M
Opus Capital Group, LLC 5.17% Add +1.3% 340,037 $36.3M
Ally Invest Advisors Inc. 3.42% Add +3.7% 333,852 $35.6M
Albion Financial Group 2.67% Reduce -0.5% 332,696 $35.5M
Fulton Breakefield Broenniman LLC 2.62% Add +1.8% 332,474 $35.5M
Alliancebernstein L.P. 0.01% Add +131.1% 328,684 $35.1M
Frontier Asset Management, LLC 12.58% Add +13.9% 325,376 $34.7M
SilverOak Wealth Management LLC 8.27% Add +2.7% 322,989 $34.5M
CIBC Private Wealth Group LLC 0.06% Reduce -0.4% 322,617 $34.3M
Graves Light Lenhart Wealth, Inc. 3.90% Add +1.2% 322,138 $34.1M
Abound Wealth Management 12.45% Add +6.6% 316,501 $33.8M
Oppenheimer & Co. Inc. 0.53% Add +6.5% 312,363 $33.3M
Axxcess Wealth Management, LLC 0.91% Reduce -1.3% 311,320 $33.2M
Lazard Asset Management LLC 0.04% Reduce -4.3% 309,294 $33.0M
Cape Cod Five Cents Savings Bank 3.17% Reduce -0.6% 307,233 $32.8M
Johnson Investment Counsel Inc. 0.34% Add +5.4% 306,857 $32.7M
Fi3 FINANCIAL ADVISORS, LLC 14.38% Add +2.2% 306,273 $32.7M
Planning Alternatives Ltd. 5.27% Add +1.6% 305,083 $32.5M
Fiera Capital Corp 0.10% Reduce -0.2% 299,306 $31.9M
Capital Asset Advisory Services LLC 1.73% Add +1.4% 301,522 $31.8M
Global Retirement Partners, LLC 0.99% Add +9.7% 297,829 $31.8M
Elk River Wealth Management LLC 6.21% Add +2.7% 297,410 $31.7M
MCF Advisors LLC 2.39% Add +1.4% 295,892 $31.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.67% Add +0.4% 294,592 $31.4M
Magnus Financial Group LLC 3.54% Add +0.2% 294,203 $31.4M
Ballentine Partners, LLC 0.58% Reduce -4.5% 294,098 $31.4M
First Merchants Corp. 1.26% Reduce -1.7% 293,788 $31.3M
Grove Bank & Trust 5.02% Reduce -6.2% 293,226 $31.3M
JFS Wealth Advisors, LLC 2.42% Reduce -2.1% 288,072 $30.7M
BOK Financial Private Wealth, Inc. 2.23% Reduce -2.1% 287,782 $30.7M
Goelzer Investment Management, Inc. 1.67% Reduce -54.1% 280,319 $29.9M
Hudock, Inc. 5.48% Add +2.3% 275,397 $29.4M
Marcum Wealth, LLC 2.94% Add +13.1% 274,291 $29.3M
Blair William & Co. 0.09% Add +20.6% 273,293 $29.1M
Quadrant Capital Group LLC 2.15% Add +0.1% 271,006 $28.9M
Brown Advisory Inc. 0.04% Add +3.4% 269,936 $28.8M
D. E. Shaw & Co. 0.04% Add +37.7% 268,889 $28.7M
Shoker Investment Counsel, Inc. 10.03% Add +0.7% 266,570 $28.4M
RTD Financial Advisors, Inc. 3.81% Add +3.8% 265,891 $28.4M
Capital Investment Advisors, LLC 0.64% Reduce -1.5% 265,215 $28.3M
West Paces Advisors Inc. 7.37% Reduce -29.0% 264,992 $28.3M
Wallington Asset Management, LLC 4.32% Reduce -0.3% 264,688 $28.2M
Maple Capital Management, Inc. 2.27% Add +1432.3% 262,004 $27.9M
First Financial Bank - Trust Division 2.75% Add +5.9% 262,004 $27.9M
Financial Counselors Inc. 0.45% Reduce -2.5% 261,811 $27.9M
Pinnacle Associates Ltd. 0.44% Add +2.3% 261,490 $27.9M
Headinvest, LLC 5.43% Reduce -1.9% 258,342 $27.6M
D.A. Davidson & Co. 0.24% Reduce -0.1% 257,171 $27.4M
Curi Capital, LLC 0.66% Add +0.3% 257,153 $27.4M
Ieq Capital, LLC 0.37% Add +49.0% 256,601 $27.4M
Legal & General Group Plc 0.01% Add +11.2% 254,154 $27.1M
Guidance Capital, Inc. 8.83% Reduce -4.7% 227,814 $27.0M
Journey Advisory Group, LLC 3.22% Add +1.9% 252,110 $26.9M
Obsidian Cio, LLC 6.36% Add +3.6% 250,995 $26.8M
Advisory Services Network, LLC 0.55% Add +12.2% 248,703 $26.5M
MassMutual Private Wealth & Trust, FSB 0.80% Reduce -12.7% 247,223 $26.4M
Alaska Wealth Advisors, LLC 4.08% Add +0.0% 246,552 $26.3M
Principal Securities, Inc. 0.72% Add +7.4% 245,064 $26.1M
Avidian Wealth Enterprises, LLC 1.25% Add +9.9% 242,664 $25.9M
Edge Capital Group, LLC 1.25% Reduce -36.2% 242,556 $25.9M
Prudential Financial Inc. 0.04% Add +2.0% 242,396 $25.9M
Oppenheimer Asset Management Inc. 0.33% Reduce -44.7% 242,123 $25.8M
First Financial Bankshares Inc 0.59% Add +1.3% 241,541 $25.8M
MainStreet Investment Advisors LLC 3.14% Reduce -23.2% 240,838 $25.7M
Colony Family Offices, LLC 8.21% Add +2.2% 239,820 $25.6M
MBL Wealth, LLC 2.83% Add +3.6% 237,232 $25.3M
Ashton Thomas Private Wealth, LLC 1.40% Reduce -1.4% 236,627 $25.2M
Lebenthal Global Advisors, LLC 5.46% Add +0.5% 233,442 $24.9M
Birch Hill Investment Advisors LLC 1.20% Add +0.4% 233,376 $24.9M
Resonant Capital Advisors, LLC 2.01% Add +5.4% 231,735 $24.7M
Wealthcare Advisory Partners LLC 0.76% Add +5.3% 228,205 $24.3M
Heck Capital Advisors, LLC 3.02% Reduce -21.7% 227,784 $24.3M
Hancock Whitney Corp. 0.82% Reduce -4.7% 227,744 $24.3M
&partners 1.05% Add +14.1% 224,826 $24.0M
Mangrove Partners Im, LLC 2.18% No change 223,300 $23.8M
Simplicity Wealth,LLC 0.53% Add +1.7% 221,834 $23.7M
Vision Capital Management, Inc. 3.52% Reduce -1.3% 221,761 $23.7M
Harbour Trust & Investment Management Co 2.81% Add +6.6% 220,803 $23.6M
Harbor Group, Inc. 6.00% Add +0.4% 219,621 $23.4M
Main Management LLC 1.92% Reduce -0.7% 217,483 $23.2M
Fifth Third Wealth Advisors LLC 1.74% Add +23.2% 215,427 $23.0M
Baron Wealth Management LLC 11.88% Add +6.3% 214,946 $22.9M
1ST Source Bank 1.34% Reduce -5.7% 214,596 $22.9M
Whittier Trust Co. of Nevada Inc. 0.64% Reduce -13.2% 214,092 $22.8M
Horan Securities, Inc. 9.77% Add +7.5% 211,928 $22.6M
O'Dell Group, LLC 5.49% No change 202,586 $22.4M
Cornerstone Planning Group LLC 6.41% Add +6.2% 207,798 $22.4M
Cedar Mountain Advisors, LLC 5.52% Add +1.7% 209,716 $22.4M
Northeast Financial Consultants Inc 1.02% Add +9.7% 208,145 $22.2M
Asio Capital, LLC 4.54% Reduce -2.3% 207,880 $22.2M
Founders Financial Securities LLC 2.07% Add +10.2% 205,663 $21.9M
Bar Harbor Wealth Management 1.46% Reduce -1.1% 205,495 $21.9M
Pittenger & Anderson Inc. 0.90% Add +0.4% 205,377 $21.9M
Vantage Financial Partners, LLC 5.64% Add +5.5% 203,798 $21.7M
Catalyst Financial Partners LLC 4.77% Add +18.3% 203,710 $21.7M
Conservest Capital Advisors, Inc. 2.33% Reduce -6.3% 195,222 $21.6M
Rehmann Capital Advisory Group 1.54% Reduce -4.5% 201,738 $21.5M
Cornerstone Advisory, LLC 3.02% Reduce -0.0% 201,302 $21.5M
ESL Trust Services, LLC 5.21% Add +7.8% 200,389 $21.4M
Galvin, Gaustad & Stein, LLC 2.01% Add +1.0% 199,994 $21.3M
Kelman-Lazarov, Inc. 3.98% Add +42.4% 199,904 $21.3M
Sageworth Trust Co 1.34% Reduce -1.2% 198,928 $21.2M
Summit Financial Strategies, Inc. 2.64% Reduce -1.0% 198,807 $21.2M
Simmons Bank 1.60% Add +0.5% 198,577 $21.2M
Sunflower Bank, N.A. 4.93% Add +25.0% 195,831 $20.9M
Round Rock Advisors LLC 5.07% Add +0.4% 195,290 $20.8M
Smith, Moore & Co. 2.14% Add +0.3% 194,739 $20.8M
Annex Advisory Services, LLC 0.73% Add +3.8% 194,117 $20.7M
YHB Investment Advisors, Inc. 1.77% Add +1.5% 193,406 $20.6M
Mason Street Advisors, LLC 2.77% No change 193,200 $20.6M
IFG Advisors, LLC 4.87% Add +7.7% 192,824 $20.6M
CJM Wealth Advisers, Ltd. 7.57% Add +1.4% 194,321 $20.6M
Crescent Grove Advisors, LLC 2.23% Reduce -1.4% 190,399 $20.3M
Balyasny Asset Management L.P. 0.05% Reduce -91.6% 188,754 $20.1M
Nottingham Advisors, Inc. 2.38% Reduce -14.9% 188,247 $20.1M
Horizon Investments, LLC 0.55% Add +5.2% 187,953 $20.0M
Dechtman Wealth Management, LLC 4.48% Reduce -2.9% 187,722 $20.0M
Lutz Financial Services LLC 1.73% Reduce -0.2% 186,675 $19.9M
Sigma Planning Corp 0.63% Add +0.1% 186,139 $19.9M
Willis Johnson & Associates, Inc. 1.63% Add +4.7% 186,057 $19.8M
RMR Wealth Builders 2.26% Add +6.3% 184,596 $19.7M
Truefg, LLC 7.10% Add +3.0% 184,258 $19.7M
Dynamic Advisor Solutions LLC 0.62% Add +10.7% 183,833 $19.6M
Capital Analysts, LLC 0.86% Add +4.5% 183,140 $19.5M
Integrated Wealth Concepts LLC 0.27% Reduce -0.5% 182,804 $19.5M
OneDigital Investment Advisors LLC 0.24% Reduce -3.1% 182,736 $19.5M
Painted Porch Advisors LLC 11.01% Add +9.9% 182,720 $19.5M
Roth Financial Partners LLC 8.36% Reduce -0.1% 181,635 $19.4M
Navalign, LLC 5.98% Add +6.9% 177,521 $18.9M
Pinnacle Financial Partners Inc 0.40% Reduce -2.3% 176,216 $18.8M
Ritter Daniher Financial Advisory LLC / DE 5.98% Add +1.2% 175,908 $18.8M
Bank of Stockton 5.92% Reduce -6.6% 175,101 $18.7M
Farther Finance Advisors, LLC 0.90% Add +21.8% 176,382 $18.7M
Pinnacle Wealth Management Advisory Group, LLC 1.93% Add +4.5% 174,928 $18.7M
Bleakley Financial Group, LLC 0.54% Add +1.9% 173,858 $18.5M
Pine Ridge Advisers LLC 1.97% Add +53.4% 173,612 $18.5M
Yousif Capital Management, LLC 0.21% Add +13.6% 173,471 $18.5M
Trifecta Capital Advisors, LLC 4.03% Add +2.8% 170,758 $18.2M
Lake Street Advisors Group, LLC 0.88% Reduce -44.3% 170,609 $18.2M
jvl associates llc 7.26% Add +1.8% 169,776 $18.1M
Legacy Advisors, LLC 2.20% Add +4.5% 169,297 $18.1M
Smithfield Trust Co 0.95% Reduce -2.9% 169,216 $18.0M
Forvis Mazars Wealth Advisors, LLC 0.45% Reduce -2.5% 168,530 $18.0M
HSBC Holdings PLC 0.01% Add +95.2% 168,398 $18.0M
BNP Paribas Financial Markets 0.02% Reduce -9.7% 167,081 $17.8M
Perigon Wealth Management, LLC 0.52% Add +0.6% 167,044 $17.8M
Evergreen Advisors, LLC 5.33% Add +3.3% 166,877 $17.8M
King Wealth Management Group 2.96% Reduce -0.4% 166,382 $17.7M
Lowe Brockenbrough & Co. Inc. 1.18% Add +4.5% 166,293 $17.7M
Fusion Family Wealth, LLC 1.80% Add +5.5% 165,281 $17.6M
Prime Capital Investment Advisors, LLC 0.26% Reduce -15.6% 165,130 $17.6M
CWS Financial Advisors, LLC 6.92% Add +4.0% 165,049 $17.6M
Oakwell Private Wealth Management, LLC 4.96% Add +5.9% 164,816 $17.6M
Fort Henry Capital, LLC 12.65% Add +1.7% 164,770 $17.6M
Twele Capital Management, Inc. 3.98% Reduce -0.2% 164,546 $17.6M
SVB Wealth LLC 0.43% Reduce -18.8% 163,613 $17.5M
Proathlete Wealth Management LLC 8.26% Add +5.3% 163,548 $17.4M
Baron Silver Stevens Financial Advisors, LLC 3.31% Add +4.3% 162,578 $17.3M
FineMark National Bank & Trust 0.64% Reduce -0.7% 161,840 $17.3M
Summit Asset Management, LLC 2.04% Add +4.1% 161,770 $17.3M
Beacon Pointe Advisors, LLC 0.20% Reduce -6.5% 159,178 $17.0M
Proffitt & Goodson Inc. 3.00% Add +4.6% 159,162 $17.0M
Valley Forge Investment Consultants Inc. Adv 6.42% Add +2.8% 158,981 $17.0M
Principle Wealth Partners LLC 1.28% Add +0.7% 157,921 $16.8M
Verus Capital Partners, LLC 1.74% Add +2.3% 155,870 $16.7M
Enzi Wealth 7.27% Add +0.8% 156,529 $16.5M
New England Professional Planning Group Inc. 8.66% Add +2.1% 154,637 $16.5M
Apollon Wealth Management, LLC 0.50% Reduce -5.8% 153,628 $16.4M
TD Private Client Wealth LLC 0.52% Add +2.7% 153,320 $16.4M
LBMC Investment Advisors, LLC 1.41% Add +1.8% 152,569 $16.3M
Paradigm, Strategies in Wealth Management, LLC 9.96% Add +5.6% 152,085 $16.2M
Ironwood Wealth Management, Inc. 8.21% Add +1.6% 147,131 $16.2M
World Investment Advisors 1.01% Add +28.4% 152,005 $16.2M
Prio Wealth Limited Partnership 0.48% Add +2.1% 151,829 $16.2M
Chicago Partners Investment Group LLC 0.63% Add +3.5% 137,381 $16.2M
Whitcomb & Hess, Inc. 5.03% Add +3.4% 151,266 $16.1M
Vantage Financial Partners Ltd., Inc. 4.01% Add +4.0% 151,184 $16.1M
Ameritas Advisory Services, LLC 0.60% Add +2.7% 150,395 $16.0M
Transamerica Financial Advisors, LLC 1.71% No change 150,379 $16.0M
WASHINGTON TRUST Co 0.59% Reduce -0.3% 150,272 $16.0M
Compton Financial Group, LLC 5.20% Reduce -1.4% 150,091 $16.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 150,000 $16.0M
LGL Partners, LLC 2.33% Add +1.1% 149,387 $15.9M
Hilltop Wealth Advisors, LLC 7.85% Add +0.1% 146,701 $15.6M
Journey Strategic Wealth LLC 0.66% Reduce -1.1% 146,587 $15.6M
Summit Financial Wealth Advisors, LLC 3.16% Add +3.3% 146,277 $15.6M
Cumberland Advisors Inc. 6.35% Reduce -40.2% 145,355 $15.5M
Argent Trust Co 0.68% Reduce -2.6% 145,342 $15.5M
Lido Advisors, LLC 0.13% Reduce -2.0% 144,366 $15.4M
Marietta Wealth Management, LLC 2.40% Reduce -0.8% 144,257 $15.4M
Principal Financial Group Inc. 0.01% Add +1.4% 143,989 $15.4M
Gladstone Institutional Advisory LLC 0.80% Add +2.3% 143,747 $15.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -63.8% 143,171 $15.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.3% 142,058 $15.2M
Litman Gregory Wealth Management LLC 1.34% Add +46.7% 142,053 $15.2M
Bristlecone Advisors, LLC 1.29% Add +1.4% 141,667 $15.1M
Rwa Wealth Partners, LLC 0.20% Reduce -18.6% 141,524 $15.1M
Trust Co. of Vermont 0.82% Reduce -0.2% 141,487 $15.1M
Flagstar Securities, Inc. 4.13% Reduce -4.3% 141,335 $15.1M
Dakota Wealth Management 0.35% Reduce -8.5% 140,482 $15.0M
Pegasus Partners Ltd. 1.51% Reduce -15.3% 140,370 $15.0M
Verde Capital Management 4.73% Add +4.4% 139,780 $14.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.45% Add +0.9% 139,602 $14.9M
Cambridge Capital Management, LLC 10.91% Add +2.8% 138,340 $14.8M
Legacy Financial Strategies, LLC 3.53% Add +5.0% 138,246 $14.7M
XML Financial, LLC 1.48% Reduce -9.4% 137,646 $14.7M
Capital Advantage, Inc. 2.98% Reduce -1.1% 136,829 $14.5M
McKinley Carter Wealth Services, Inc. 0.92% Reduce -0.8% 135,347 $14.4M
GTS Securities LLC 0.30% Add +435.6% 135,030 $14.4M
Guidance Point Advisors, LLC 4.69% Add +10.6% 134,645 $14.4M
Venture Visionary Partners LLC 0.67% Reduce -41.0% 134,498 $14.3M
ProVise Management Group, LLC 1.22% Add +0.8% 134,395 $14.3M
Towercrest Capital Management 2.35% Reduce -2.3% 134,073 $14.3M
Orion Porfolio Solutions, LLC 0.15% Add +0.5% 133,074 $14.2M
Orion Portfolio Solutions, LLC 0.15% Add +0.5% 133,074 $14.2M
Fairhaven Wealth Management, LLC 4.70% Add +1.3% 132,956 $14.2M
Mackenzie Financial Corp. 0.02% Add +2.1% 132,660 $14.1M
Hardy Reed LLC 1.42% Reduce -0.0% 132,383 $14.1M
Human Investing LLC 2.74% Add +6.3% 132,370 $14.1M
Citizens Financial Group Inc. 0.31% Add +256.1% 132,365 $14.1M
Concurrent Investment Advisors, LLC 0.47% Add +1.8% 132,022 $14.1M
Okabena Investment Services Inc. 4.41% Add +44.5% 130,453 $13.9M
FFT Wealth Management LLC 1.23% Reduce -0.7% 129,652 $13.8M
Marino, Stram & Associates LLC 3.32% Reduce -0.7% 127,340 $13.6M
Ellenbecker Investment Group 2.74% Add +0.5% 127,319 $13.6M
EPIQ Capital Group, LLC 4.76% Add +82.1% 126,818 $13.5M
Canal Capital Management, LLC 2.30% Reduce -2.7% 126,542 $13.5M
Citadel Advisors 0.01% Add +416.0% 126,501 $13.5M
Meridian Management Co. 3.69% Add +11.2% 125,841 $13.4M
Encompass Wealth Advisors, LLC 3.56% Add +1.0% 125,134 $13.3M
Madison Asset Management, LLC 0.17% Reduce -48.5% 125,069 $13.3M
Apexium Financial, LP 0.95% Add +7.5% 124,430 $13.3M
LTG Capital LLC 11.92% Reduce -3.4% 123,482 $13.2M
Bryant Woods Investment Advisors, LLC 9.56% Add +38.6% 139,331 $13.1M
Embree Financial Group 2.52% Reduce -9.8% 123,073 $13.1M
Heritage Investment Group, Inc. 1.79% Add +6.5% 122,405 $13.1M
Wellspring Financial Advisors, LLC 1.47% Add +0.9% 449,596 $13.0M
Select Asset Management & Trust 5.16% Add +0.9% 121,276 $12.9M
Fiducient Advisors LLC 1.78% Add +11.4% 120,942 $12.9M
Boston Financial Mangement LLC 0.41% Reduce -0.6% 120,939 $12.9M
Financiere des Professionnels - Fonds d'investissement inc. 1.01% No change 121,000 $12.9M
TBH Global Asset Management, LLC 2.86% Reduce -23.4% 120,614 $12.9M
Neumann Capital Management, LLC 4.42% Add +0.8% 120,512 $12.9M
Regal Investment Advisors LLC 0.85% Add +2.1% 119,958 $12.8M
Laurel Wealth Advisors LLC 2.23% Reduce -0.6% 119,338 $12.7M
Wealthspire Retirement, LLC 1.06% Add +0.5% 119,064 $12.7M
Asset Allocation Strategies LLC 4.27% Add +5.4% 119,016 $12.7M
Bailard, Inc. 0.35% Add +2.2% 118,714 $12.7M
Francis Financial, Inc. 3.84% Add +0.7% 118,617 $12.7M
Keener Financial Planning LLC 8.21% Add +7.7% 118,030 $12.6M
Salomon & Ludwin, LLC 1.40% Reduce -21.3% 117,915 $12.6M
JNBA Financial Advisors 1.32% Add +1.4% 117,661 $12.5M
Lodestar Private Asset Management LLC 1.72% Add +1.2% 117,007 $12.5M
Community Bank, N.A. 1.64% Reduce -2.1% 116,597 $12.4M
Vishria Bird Financial Group, LLC 5.22% Reduce -0.0% 116,389 $12.4M
CW Advisors, LLC 0.20% Reduce -1.9% 116,279 $12.4M
Arkos Global Advisors 2.00% Add +18.0% 116,044 $12.4M
Centerpoint Advisors, LLC 4.46% Add +2.5% 115,990 $12.4M
Verum Partners LLC 4.00% Add +14.8% 115,945 $12.4M
Money Concepts Capital Corp. 1.04% Add +8.4% 115,712 $12.3M
Sax Wealth Advisors, LLC 1.18% Reduce -3.9% 115,645 $12.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +13.6% 114,963 $12.3M
Norris Perne & French LLP 0.89% Add +3.1% 114,476 $12.2M
First Bank & Trust 2.48% Add +1.9% 114,195 $12.2M
Operose Advisors LLC 4.31% Reduce -22.2% 114,158 $12.2M
Nations Financial Group Inc, /Ia/ 0.99% Reduce -5.0% 113,822 $12.1M
Capital Advisors Inc. 0.25% Reduce -3.9% 113,397 $12.1M
FinTrust Capital Advisors, LLC 2.20% Reduce -0.8% 113,191 $12.1M
Concourse Financial Group Securities, Inc. 0.75% Reduce -3.8% 112,694 $12.0M
Blue Square Asset Management, LLC 7.01% Add +17.3% 112,678 $12.0M
John W. Brooker & Co., CPAs 5.98% Reduce -2.2% 111,867 $11.9M
Morris Financial Concepts, Inc. 5.66% Reduce -2.9% 110,933 $11.8M
First Citizens Bank & Trust Co. 0.22% Reduce -1.6% 110,581 $11.8M
Cim Investment Management Inc. 3.63% Reduce -0.1% 110,388 $11.8M
Investment Advisory Group, LLC 4.52% Add +5.5% 109,752 $11.7M
Kickstand Ventures, Llc. 3.20% Add +150.6% 109,741 $11.7M
Obsidian Personal Planning Solutions LLC 7.13% Add +8.6% 109,558 $11.7M
EP Wealth Advisors, LLC 0.12% Reduce -10.8% 109,468 $11.7M
Divergent Wealth Advisors 2.25% Add +1.2% 109,162 $11.6M
Richard W. Paul & Associates, LLC 4.49% Add +10.9% 109,131 $11.6M
Evermay Wealth Management LLC 1.87% Reduce -0.1% 109,096 $11.6M
Evergreen Capital Management LLC 0.42% Reduce -0.1% 108,955 $11.6M
Townsend & Associates, Inc 1.28% Add +0.4% 98,000 $11.5M
Iowa State Bank 2.55% Add +3.9% 108,128 $11.5M
Peninsula Asset Management Inc. 6.33% Add +0.2% 107,978 $11.5M
Cary Street Partners Investment Advisory LLC 0.46% Add +0.0% 107,839 $11.5M
First Horizon Advisors, Inc. 0.35% Reduce -32.9% 106,639 $11.4M
Crestwood Advisors Group, LLC 0.23% Reduce -4.0% 106,507 $11.4M
Spire Wealth Management 0.40% Reduce -5.6% 106,361 $11.3M
Omega Financial Group, LLC 4.57% Add +2.9% 105,877 $11.3M
Exchange Capital Management, Inc. 1.84% Reduce -7.4% 105,854 $11.3M
CFS Investment Advisory Services, LLC 0.92% New 105,628 $11.3M
Insight Wealth Strategies, LLC 1.59% Add +4.7% 105,088 $11.2M
Palisades Hudson Asset Management, L.P. 5.14% Add +0.0% 104,945 $11.2M
FSM Wealth Advisors, LLC 3.75% Add +9.2% 104,753 $11.2M
Schonfeld Strategic Advisors LLC 0.09% Add +3210.3% 104,075 $11.1M
Fiduciary Group, LLC 1.19% Add +0.2% 103,830 $11.1M
Ancora Advisors LLC 0.27% Add +6.4% 103,734 $11.1M
Halpern Financial, Inc. 3.04% Add +3.3% 103,699 $11.1M
Global Strategic Investment Solutions, LLC 1.33% Reduce -1.2% 103,440 $11.0M
One Capital Management, LLC 0.37% Reduce -20.2% 103,103 $11.0M
Ironsides Asset Advisors, LLC 3.66% New 103,068 $11.0M
Cranbrook Wealth Management, LLC 2.70% Add +0.6% 102,880 $11.0M
McGuire Investment Group, LLC 1.57% Add +0.6% 102,654 $10.9M
Ironwood Financial, llc 2.44% Add +2.7% 102,190 $10.9M
Ironwood Wealth Management, LLC. 3.56% Reduce -3.0% 102,140 $10.9M
Certuity, LLC 0.87% Reduce -3.1% 101,601 $10.8M
AE Wealth Management LLC 0.11% Add +133.8% 101,342 $10.8M
Kestra Private Wealth Services, LLC 0.21% Reduce -11.2% 100,175 $10.7M
Tarbox Family Office, Inc. 1.88% Reduce -2.2% 99,992 $10.7M
Granite Bay Wealth Management, LLC 5.68% Add +44.0% 99,502 $10.6M
Financial Management Network Inc. 2.55% Reduce -3.9% 100,520 $10.6M
Dimension Capital Management LLC 2.15% Add +12.9% 99,141 $10.6M
Bank of Hawaii 0.48% Add +2.9% 98,785 $10.5M
Liquid Strategies, LLC 2.77% Add +0.1% 98,696 $10.5M
Benchmark Financial Wealth Advisors, LLC 3.89% Reduce -6.2% 98,330 $10.5M
Waterway Wealth Management, LLC 5.13% Reduce -36.5% 98,082 $10.5M
NewSquare Capital LLC 0.90% Add +3.5% 101,305 $10.5M
Fiduciary Alliance LLC 1.69% Add +11.5% 97,748 $10.4M
Private Capital Management LLC 2.06% Reduce -5.0% 97,022 $10.3M
Courier Capital LLC 0.82% Add +2.7% 96,840 $10.3M
Per Stirling Capital Management, LLC. 1.66% Reduce -19.0% 96,831 $10.3M
Councilor Wealth, LLC 5.24% Reduce -7.3% 95,243 $10.2M
Harbour Investments, Inc. 0.34% Reduce -8.0% 95,226 $10.2M
Long Run Wealth Advisors, LLC 2.56% Add +0.3% 94,869 $10.1M
Aft, Forsyth & Sober, LLC 3.46% Reduce -0.5% 94,795 $10.1M
CFO4Life Group, LLC 1.90% Reduce -0.1% 94,795 $10.1M
Pettinga Financial Advisors LLC 2.51% Reduce -0.0% 94,054 $10.0M
TFO Wealth Partners, LLC 1.95% Add +0.3% 93,576 $10.0M
PACK Private Wealth, LLC 6.17% Add +1.9% 93,153 $9.9M
Strategic Financial Partners, Ltd. 5.44% Reduce -4.7% 92,550 $9.9M
Summit Trail Advisors, LLC 0.26% Reduce -3.0% 92,549 $9.9M
Shulman DeMeo Asset Management LLC 2.57% Reduce -1.6% 92,217 $9.8M
Choreo, LLC 0.16% Add +30.1% 92,757 $9.8M
Evernest Financial Advisors, LLC 4.39% Add +6.5% 91,865 $9.8M
Sprinkle Financial Consultants LLC 7.70% Add +4.9% 91,653 $9.8M
Pachira Investments Inc. 8.65% Reduce -0.7% 91,489 $9.8M
Tortoise Investment Management, LLC 1.11% Reduce -0.9% 91,487 $9.8M
Fifth Third Securities, Inc. 0.90% Add +22.3% 91,182 $9.7M
Smith Chas P & Associates Pa Cpas 0.57% Reduce -78.7% 90,911 $9.7M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.57% Add +211.8% 90,911 $9.7M
Great Valley Advisor Group, Inc. 0.27% Add +4.8% 90,609 $9.7M
Consilio Wealth Advisors, LLC 4.33% Reduce -1.8% 90,461 $9.6M
Baltimore-Washington Financial Advisors, Inc. 0.56% Add +3.1% 89,407 $9.5M
Condor Capital Management 0.91% Add +0.9% 88,894 $9.5M
Topel & Distasi Wealth Management, LLC 4.11% Add +1.0% 87,610 $9.3M
Cahill Wealth Management, LLC 5.56% Add +2.9% 87,455 $9.3M
GFS Advisors, LLC 1.50% Reduce -100.0% 22 $9.3M
Heron Bay Capital Management 1.97% Reduce -0.0% 86,837 $9.3M
Avior Wealth Management, LLC 0.40% Reduce -55.4% 86,667 $9.2M
Betterment LLC 0.02% Add +378.6% 86,335 $9.2M
CPC Advisors, LLC 1.52% Reduce -2.8% 86,285 $9.2M
SkyOak Wealth, LLC 2.14% Add +5.0% 85,812 $9.2M
Brown Brothers Harriman & Co. 0.07% Add +1.1% 85,625 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +4.3% 85,500 $9.0M
HighMark Wealth Management LLC 5.44% Add +2.9% 84,755 $9.0M
NewEdge Wealth, LLC 0.19% Reduce -1.4% 83,886 $8.9M
Burke & Herbert Bank & Trust Co. 2.17% Add +344.3% 83,784 $8.9M
4Thought Financial Group Inc. 5.54% Add +4.6% 83,573 $8.9M
Retirement Systems of Alabama 0.03% No change 83,530 $8.9M
Financial Advocates Investment Management 0.55% Add +18.8% 82,976 $8.9M
IFG Advisory, LLC 0.57% Add +6.7% 82,704 $8.8M
Frisch Financial Group, Inc. 2.66% Add +1.9% 82,274 $8.8M
Alberta Investment Management Corp 0.10% Reduce -79.8% 81,999 $8.7M
Bright Financial Advisors, Inc. 6.15% New 81,734 $8.7M
Canvas Wealth Advisors, LLC 2.69% Add +5.8% 73,940 $8.7M
F/m Investments LLC 0.31% New 81,317 $8.7M
Cordgrass Capital Advisors, LLC 2.72% Add +2.0% 81,093 $8.6M
Souders Financial Advisors 1.30% Add +3.7% 80,858 $8.6M
GHP Investment Advisors, Inc. 0.43% Reduce -0.2% 80,694 $8.6M
HB Wealth Management, LLC 0.10% Add +4.4% 80,478 $8.6M
Phillips Financial Management, LLC 0.71% Reduce -12.0% 80,357 $8.6M
Certified Advisory Corp 1.07% Reduce -0.3% 80,240 $8.6M
Neuberger Berman Group LLC 0.01% Add +1.7% 80,193 $8.6M
Sowell Financial Services LLC 0.41% Reduce -4.5% 80,048 $8.5M
Caldwell Trust Co 0.94% Reduce -2.4% 79,959 $8.5M
First Hawaiian Bank 0.29% Reduce -53.0% 79,954 $8.5M
Redwood Investment Management, LLC 0.74% Reduce -6.2% 79,729 $8.5M
Pacific Financial Group Inc. 6.01% Reduce -5.1% 79,497 $8.5M
Nikulski Financial, Inc. 2.69% Reduce -0.7% 79,375 $8.5M
CENTRAL TRUST Co 0.21% Reduce -19.1% 79,091 $8.4M
KMG Fiduciary Partners, LLC 0.83% Reduce -0.6% 78,844 $8.4M
Ellis Investment Partners, LLC 1.78% Add +4.1% 78,662 $8.4M
Texas Yale Capital Corp. 0.40% Add +0.4% 78,456 $8.4M
Benjamin F. Edwards & Company, Inc. 0.15% Add +0.9% 78,149 $8.3M
Legacy Private Trust Co. 0.59% Reduce -1.6% 77,645 $8.3M
Trilogy Capital Inc. 0.45% Add +6.2% 77,318 $8.2M
Camden National Bank 1.27% Add +9.3% 77,311 $8.2M
Stratos Wealth Advisors, LLC 0.41% Reduce -45.7% 77,256 $8.2M
Clifford Swan Investment Counsel LLC 0.31% Add +6.2% 77,218 $8.2M
Matrix Private Capital Group LLC 5.16% Add +8.4% 77,033 $8.2M
Kingsview Wealth Management, LLC 0.19% Add +2.4% 76,898 $8.2M
Atria Investments, Inc 0.11% Reduce -14.2% 76,895 $8.2M
Crestmont Private Wealth LLC 3.89% Reduce -6.4% 75,620 $8.1M
JT Stratford LLC 1.50% Reduce -0.3% 75,369 $8.0M
New York Life Investment Management LLC 0.08% Reduce -25.4% 75,363 $8.0M
Fairway Wealth LLC 4.68% Add +19.9% 74,457 $7.9M
Susquehanna International Group, LLP 0.01% Add +62.5% 74,303 $7.9M
Legacy Trust 1.97% No change 74,298 $7.9M
Tandem Wealth Advisors LLC 4.23% Add +2.3% 74,038 $7.9M
Boston Research & Management Inc. 2.00% Add +1.4% 74,007 $7.9M
AAF Wealth Management, LLC 4.08% Add +13.0% 73,896 $7.9M
IFP Advisors, Inc 0.31% Add +24.9% 73,724 $7.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.24% Add +12.5% 73,524 $7.8M
Pathway Financial Advisors LLC 2.12% Add +5.8% 73,509 $7.8M
Somnio Financial Group, LLC 6.91% — 73,454 $7.8M
CVA Family Office, LLC 1.40% Reduce -6.7% 73,035 $7.8M
Magnolia Wealth Management, LLC 5.84% Reduce -45.2% 72,524 $7.7M
Pps&v Asset Management Consultants, Inc. 5.54% Add +0.3% 72,506 $7.7M
RFG Advisory, LLC 0.25% Add +20.9% 72,197 $7.7M
Plan Group Financial, LLC 4.71% Add +19.5% 72,140 $7.7M
Keebeck Wealth Management 1.13% Reduce -1.1% 71,956 $7.7M
Citizens National Bank Trust Department 1.71% Add +0.6% 71,825 $7.7M
Bell Investment Advisors, Inc 1.50% Reduce -16.8% 71,607 $7.6M
Buck Wealth Strategies, LLC 2.25% New 71,603 $7.6M
Southern Capital Advisors, LLC 4.69% Add +9.0% 71,190 $7.6M
Mather Group, Llc. 0.09% Reduce -1.6% 68,254 $7.5M
Park Avenue Securities LLC 0.09% Add +29.8% 70,509 $7.5M
Prospera Financial Services Inc 0.21% Add +1.8% 70,095 $7.5M
Harbor Advisory Corp. 2.57% Reduce -0.1% 69,731 $7.4M
Roble, Belko & Company, Inc 1.25% Add +1.3% 69,727 $7.4M
Traynor Capital Management, Inc. 0.63% Add +2.5% 69,440 $7.4M
Richwood Investment Advisors, LLC 6.48% Add +0.4% 69,330 $7.4M
White Pine Investment CO 2.16% Add +1.9% 69,008 $7.4M
Arcadia Investment Advisors LLC 4.17% Add +6.7% 68,831 $7.3M
Hills Bank & Trust Co 0.59% Reduce -4.3% 68,206 $7.3M
Parallel Advisors, LLC 0.19% Reduce -1.6% 67,875 $7.2M
Meridian Financial Advisors, LLC 5.24% Add +1.4% 67,868 $7.2M
Schneider Downs Wealth Management Advisors, LP 1.61% Add +0.8% 67,806 $7.2M
Howe & Rusling Inc. 0.66% Add +4.5% 67,793 $7.2M
Patriot Financial Group Insurance Agency, LLC 1.06% Add +4.5% 67,650 $7.2M
Rossmore Private Capital 0.95% Reduce -13.1% 67,597 $7.2M
Etesian Wealth Advisors, Inc. 4.04% Reduce -1.4% 67,456 $7.2M
Econ Financial Services Corp 4.45% Add +9.1% 67,301 $7.2M
Crewe Advisors LLC 0.80% Add +27.9% 67,037 $7.2M
VCI Wealth Management LLC 3.53% Add +42.9% 66,927 $7.1M
Moody National Bank Trust Division 0.55% No change 66,855 $7.1M
Quantitative Strategies, Inc. 4.05% Add +3.5% 66,535 $7.1M
Capital Investment Advisory Services, LLC 0.73% Add +7.2% 66,526 $7.1M
Valley National Advisers Inc. 1.05% Add +4.4% 66,237 $7.1M
Soltis Investment Advisors LLC 0.75% Add +1.0% 66,110 $7.1M
Citizens Business Bank 1.49% Reduce -4.8% 66,032 $7.0M
Quattro Financial Advisors LLC 1.83% New 65,640 $7.0M
Kure Advisory, LLC 5.74% Add +4.6% 65,563 $7.0M
Peak Financial Management, Inc. 2.18% Add +0.4% 65,412 $7.0M
Geneos Wealth Management Inc. 0.31% Reduce -69.5% 65,348 $7.0M
Integrated Advisors Network LLC 0.36% Add +0.3% 65,293 $7.0M
Buckingham Strategic Wealth, LLC 0.07% Reduce -2.5% 65,253 $7.0M
Associated Banc-Corp 0.22% Reduce -0.6% 65,059 $6.9M
KFA Private Wealth Group, LLC 3.59% Reduce -52.0% 64,937 $6.9M
SWP Financial LLC 4.58% Add +6.0% 64,923 $6.9M
HBK Sorce Advisory LLC 0.24% Reduce -6.9% 64,729 $6.9M
IHT Wealth Management, LLC 0.26% Add +2.9% 64,304 $6.9M
Tectonic Advisors LLC 0.50% Add +0.4% 64,663 $6.9M
Csenge Advisory Group 0.39% Add +4.0% 64,345 $6.9M
CCG Wealth Management, LLC 3.87% Reduce -0.1% 64,326 $6.9M
Polianta Ltd 3.47% No change 64,300 $6.9M
Burkett Financial Services, LLC 3.52% Add +3.9% 64,255 $6.9M
Global Wealth Management Investment Advisory, Inc. 1.59% Add +2.7% 64,217 $6.8M
Sard Wealth Management Group, LLC 4.78% New 63,790 $6.8M
Park Place Capital Corp 2.17% Add +26.4% 63,746 $6.8M
Merit Financial Group, LLC 0.15% Add +0.2% 63,337 $6.8M
Dorsey & Whitney Trust CO LLC 0.47% Add +0.1% 63,057 $6.7M
Noesis Capital Mangement Corp. 1.48% Reduce -4.7% 62,612 $6.7M
DAVENPORT & Co LLC 0.04% Reduce -0.1% 62,589 $6.7M
Allen Investment Management, LLC 0.08% No change 62,583 $6.7M
KOM Wealth Management Group, LLC 6.22% Add +13.4% 62,436 $6.7M
Montag A & Associates Inc. 0.34% Reduce -72.1% 62,421 $6.7M
Counterweight Ventures, LLC 5.03% Add +9.8% 62,412 $6.7M
Hudson Capital Management LLC 2.31% Add +1.2% 62,261 $6.6M
Boston Family Office LLC 0.48% Reduce -8.5% 62,065 $6.6M
Hiley Hunt Wealth Management 4.09% Reduce -3.8% 62,001 $6.6M
Lindbrook Capital, LLC 0.62% Reduce -0.1% 61,950 $6.6M
TRUE Private Wealth Advisors 0.74% Reduce -10.7% 61,441 $6.6M
Mascoma Wealth Management LLC 1.73% Add +2.2% 61,187 $6.5M
Wilmington Savings Fund Society, FSB 0.25% Add +0.6% 60,962 $6.5M
Cornerstone Wealth Group, LLC 0.57% Add +1.3% 60,296 $6.4M
Aristotle Capital Boston, LLC 0.22% Reduce -39.4% 60,196 $6.4M
Premier Path Wealth Partners, LLC 1.08% Add +4.9% 59,618 $6.4M
Arkadios Wealth Advisors 0.43% Add +244.5% 59,443 $6.3M
Flagship Harbor Advisors, LLC 0.38% Reduce -3.9% 59,059 $6.3M
Resolute Advisors LLC 1.62% Add +3.7% 59,021 $6.3M
Keel Point, LLC 0.57% Add +381.5% 56,726 $6.3M
Arkansas Financial Group, Inc. 1.12% Add +2.4% 58,806 $6.3M
J.W. Cole Advisors, Inc. 0.29% Reduce -8.4% 58,334 $6.2M
MTC Wealth Management LLC 2.96% Reduce -47.7% 58,318 $6.2M
CX Institutional 0.29% Add +32.9% 58,132 $6.2M
First National Bank of Hutchinson 3.95% Reduce -1.1% 57,954 $6.2M
Triangle Securities Wealth Management 1.74% Add +6.9% 57,753 $6.2M
Alley Investment Management Company, LLC 0.84% Add +1.1% 57,595 $6.1M
IFS Advisors, LLC 5.16% Reduce -0.8% 57,374 $6.1M
Elwood & Goetz Wealth Advisory Group, LLC 1.73% Reduce -1.3% 57,256 $6.1M
Boltwood Capital Management 1.90% Reduce -1.5% 57,096 $6.1M
Montecito Bank & Trust 1.24% Reduce -4.4% 57,026 $6.1M
Mgo One Seven LLC 0.29% Reduce -26.4% 56,874 $6.1M
Mayflower Financial Advisors, LLC 0.99% Reduce -6.4% 56,575 $6.0M
Cambridge Associates LLC /Ma/ 0.28% No change 56,372 $6.0M
Mutual Advisors, LLC 0.18% Add +10.7% 51,158 $6.0M
Arete Wealth Advisors, LLC 0.49% Reduce -12.7% 55,917 $6.0M
NTV Asset Management LLC 0.85% Add +4.3% 55,457 $5.9M
ERn Financial, LLC 0.97% Reduce -2.1% 54,813 $5.8M
Cutler Investment Counsel LLC 0.78% Add +4.2% 53,924 $5.8M
Barclays PLC 0.00% Reduce -51.8% 53,910 $5.8M
Boyd Wealth Management, LLC 3.17% Add +4.0% 53,826 $5.7M
Empower Advisory Group, LLC 0.02% Reduce -8.0% 53,516 $5.7M
Summit Global Investments 0.41% Reduce -0.8% 53,489 $5.7M
Stonehearth Capital Management, LLC 2.43% Add +5.3% 53,290 $5.7M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -4.8% 53,289 $5.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.20% Reduce -56.8% 52,868 $5.6M
American Money Management, LLC 1.20% Reduce -1.2% 52,631 $5.6M
Madison Park Capital Advisors, LLC 4.66% Add +15.5% 52,317 $5.6M
Middleton & Co. Inc. 0.64% Reduce -0.6% 51,992 $5.5M
Sei Investments Co. 0.01% Reduce -13.3% 51,894 $5.5M
Madison Wealth Partners, Inc 1.89% Reduce -1.6% 51,588 $5.5M
Sunbelt Securities, Inc. 0.56% Add +3.6% 51,176 $5.5M
Elevation Wealth Partners, LLC 2.58% Add +3.8% 51,066 $5.4M
ABLE Financial Group, LLC 1.97% Add +2.2% 51,030 $5.4M
Strategic Blueprint, LLC 0.37% Add +26.3% 50,951 $5.4M
Garde Capital, Inc. 0.38% Reduce -8.8% 50,945 $5.4M
Ballew Advisors, Inc 3.60% Add +1.2% 48,127 $5.4M
SWS Partners 1.62% Add +1.1% 50,823 $5.4M
Apella Capital, LLC 0.24% Reduce -2.0% 51,277 $5.4M
GC Wealth Management RIA, LLC 1.07% Reduce -2.0% 50,660 $5.4M
Brookstone Capital Management 0.09% Reduce -16.1% 46,394 $5.4M
Parthenon LLC 0.68% Add +0.7% 50,353 $5.4M
Americana Partners, LLC 0.42% Add +8.1% 50,211 $5.4M
1900 Wealth Management LLC 0.50% Add +25.0% 50,186 $5.4M
Element Wealth, LLC 3.01% Reduce -3.1% 50,165 $5.4M
Commerce Bank 0.03% Add +0.9% 49,767 $5.3M
Cozad Asset Management Inc. 0.53% Reduce -1.6% 49,685 $5.3M
Muirfield Wealth Advisors LLC 4.94% Add +2.1% 49,391 $5.3M
GYL Financial Synergies, LLC 0.41% Reduce -7.6% 49,286 $5.3M
Accretive Wealth Partners, LLC 2.20% Add +0.2% 49,274 $5.3M
Lynch & Associates 1.18% Add +2.8% 49,269 $5.3M
Snowden Capital Advisors LLC 0.16% Add +79.7% 49,211 $5.2M
Private Trust Co. NA 0.57% Reduce -7.2% 49,200 $5.2M
ETF Portfolio Partners, Inc. 1.64% Reduce -3.2% 49,164 $5.2M
Peoples Bank 2.71% Reduce -9.1% 48,982 $5.2M
Mandatum Life Insurance Co Ltd 1.74% No change 48,720 $5.2M
Wick Capital Partners, LLC 1.80% New 48,587 $5.2M
Bigelow Investment Advisors, LLC 2.47% Add +6.2% 48,544 $5.2M
SPC Financial, Inc. 0.48% Add +13.1% 48,487 $5.2M
Private Advisory Group LLC 0.68% Add +5.7% 48,475 $5.2M
Provident Wealth Management, LLC 1.89% Add +8.4% 48,326 $5.2M
Telos Capital Management, Inc. 0.57% Reduce -1.5% 48,260 $5.1M
TCTC Holdings, LLC 0.17% Add +4.6% 47,637 $5.1M
Cahill Financial Advisors Inc. 0.69% Reduce -35.4% 47,504 $5.1M
Stephenson & Company, Inc. 3.75% Add +2.0% 47,482 $5.1M
Naples Global Advisors, LLC 0.51% Add +4.9% 47,254 $5.0M
Independent Solutions Wealth Management, LLC 1.15% Add +1.2% 47,135 $5.0M
Elevation Point Wealth Partners, LLC 0.40% Add +1.4% 47,068 $5.0M
Independent Financial Group, LLC 0.20% Reduce -0.3% 46,624 $5.0M
LYNX Capital Group Ltd. 3.42% Add +0.5% 46,400 $4.9M
Country Club Bank 0.34% Add +0.2% 46,739 $4.9M
FDx Advisors, Inc. 1.36% Add +48.4% 46,247 $4.9M
Callan Family Office, LLC 0.95% Add +26.9% 46,184 $4.9M
Sachetta, LLC 2.13% Add +1.1% 41,683 $4.9M
Emergent Wealth Advisors, LLC 3.94% Add +310.0% 44,413 $4.9M
Bellwether Advisors, LLC 1.02% Add +0.4% 45,787 $4.9M
Bremer Bank National Association 0.95% Add +7.2% 45,647 $4.9M
Carnegie Investment Counsel 0.15% Reduce -2.5% 45,117 $4.8M
Means Investment Co., Inc. 0.57% Reduce -27.8% 45,065 $4.8M
Graybill Wealth Management, LTD. 1.95% Add +3.8% 45,007 $4.8M
Vectors Research Management, LLC 1.47% Add +6.6% 44,892 $4.8M
Orin Green Financial, LLC 2.20% New 44,769 $4.8M
Tritonpoint Wealth, LLC 0.46% Add +3.3% 44,613 $4.8M
Global Trust Asset Management, LLC 1.91% Reduce -0.6% 44,369 $4.7M
Syntrinsic LLC 1.57% Reduce -0.3% 44,366 $4.7M
Pettyjohn, Wood & White, Inc. 0.92% Add +31.0% 44,297 $4.7M
Dohj, LLC 1.18% Add +18.4% 44,292 $4.7M
Western Wealth Management, LLC 0.35% Reduce -3.9% 44,243 $4.7M
Jefferies Financial Group Inc. 0.10% Reduce -7.1% 44,069 $4.7M
Leavell Investment Management, Inc. 0.26% Reduce -2.9% 43,819 $4.7M
Good Life Advisors, LLC 0.39% Add +0.5% 43,797 $4.7M
Eldridge Investment Advisors, Inc. 1.17% Reduce -5.2% 43,603 $4.7M
Evercore Wealth Management, LLC 0.07% Add +8.6% 43,594 $4.6M
Parsons Capital Management Inc. 0.32% Reduce -17.2% 43,399 $4.6M
Aspect Partners, LLC 2.76% Add +9.0% 43,382 $4.6M
Wesbanco Bank Inc. 0.17% Add +40.1% 43,177 $4.6M
Sound Stewardship, LLC 2.80% Add +1.2% 43,152 $4.6M
Mechanics Financial Corp 2.36% Reduce -3.3% 43,148 $4.6M
Lee Financial Co 0.75% Add +1.4% 42,980 $4.6M
Cape Ann Savings Bank 2.83% Reduce -7.4% 42,813 $4.6M
Vista Investment Management 1.84% Add +0.6% 42,616 $4.5M
Afg Fiduciary Services Limited Partnership 3.18% Reduce -1.4% 39,361 $4.5M
Freedom Investment Management, Inc. 0.37% Add +10.8% 42,390 $4.5M
HM Payson & Co. 0.08% Reduce -2.4% 42,347 $4.5M
MSH Capital Advisors LLC 1.51% Add +4.3% 42,248 $4.5M
Sheets Smith Wealth Management 0.54% Add +0.1% 42,008 $4.5M
Physician Wealth Advisors, Inc. 0.82% Reduce -4.2% 38,311 $4.5M
National Bank of Canada 0.01% Reduce -1.2% 42,435 $4.5M
Old National Bancorp 0.10% Add +4.2% 41,623 $4.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.13% Add +106.6% 41,468 $4.4M
Stephens Inc. 0.07% Add +2.5% 41,430 $4.4M
Magnolia Capital Management Ltd. 3.70% Reduce -1.3% 41,381 $4.4M
Romano Brothers and Company 0.61% Add +1.8% 41,351 $4.4M
Keeler & Nadler Financial Planning & Wealth Management 2.40% Add +18.0% 40,952 $4.4M
Biltmore Family Office, LLC 0.80% Reduce -0.1% 40,596 $4.3M
SlateStone Wealth, LLC 0.47% Add +3.6% 40,472 $4.3M
Fidelis Capital Partners, LLC 0.61% Add +29.5% 39,984 $4.3M
Burns J W & Co. Inc. 0.58% Add +48.8% 40,295 $4.3M
Gateway Wealth Partners, LLC 1.29% Add +1.9% 40,175 $4.3M
Kentucky Farm Bureau Mutual Insurance Co 0.97% No change 40,000 $4.3M
Unionview, LLC 3.48% Add +0.5% 39,905 $4.3M
Gotham Asset Management 0.05% Add +22.3% 39,789 $4.2M
Goldstone Financial Group, LLC 0.85% Add +18.9% 39,783 $4.2M
SG Americas Securities, LLC 0.03% Reduce -25.4% 39,700 $4.2M
Buckingham Capital Management, Inc. 0.50% Reduce -1.1% 39,560 $4.2M
Greenfield Savings Bank 2.16% Add +4.3% 39,474 $4.2M
Centennial Bank 2.06% Reduce -0.1% 39,447 $4.2M
Hilltop Holdings Inc. 0.49% Add +35.8% 39,069 $4.2M
PFG Private Wealth Management, LLC 2.51% Add +1.6% 38,775 $4.1M
McNamara Financial Services, Inc. 0.87% Add +25.9% 38,447 $4.1M
PCA Investment Advisory Services Inc. 2.14% Reduce -6.6% 38,387 $4.1M
Jane Street Group, LLC 0.00% Add +676.5% 38,338 $4.1M
Wealthquest Corp 0.44% Reduce -2.6% 38,296 $4.1M
Affiance Financial, LLC 1.06% Add +0.1% 38,201 $4.1M
Windsor Capital Management, LLC 1.26% Reduce -4.5% 38,154 $4.1M
Ameritas Investment Partners, Inc. 0.14% Add +1.9% 38,076 $4.1M
Baron Financial Group, LLC 2.58% Reduce -6.0% 38,055 $4.1M
Essex Financial Services, Inc. 0.30% Reduce -1.8% 36,711 $4.0M
Old Mission Investment Co LLC 1.32% Reduce -0.2% 37,936 $4.0M
Snider Financial Group 1.56% Add +0.1% 37,913 $4.0M
Waverly Advisors, LLC 0.08% Add +1.2% 37,832 $4.0M
City Holding Co. 0.60% Add +6.5% 37,748 $4.0M
PrairieView Partners, LLC 0.45% Reduce -0.4% 37,752 $4.0M
Stone Summit Wealth LLC 1.44% Add +4.9% 37,728 $4.0M
Ewa, LLC 1.66% Add +4.4% 34,552 $4.0M
Leo Wealth, LLC 0.41% Add +12.2% 37,515 $4.0M
Sterling Investment Counsel, LLC 1.57% Add +1.9% 37,451 $4.0M
MidAtlantic Capital Management, Inc. 3.34% Reduce -0.1% 37,315 $4.0M
Wescott Financial Advisory Group, LLC 0.46% Add +1.2% 37,267 $4.0M
Heritage Investors Management Corp. 0.14% Reduce -0.1% 37,155 $4.0M
Spinnaker Trust 0.25% Reduce -0.2% 37,100 $4.0M
Adirondack Trust Co. 1.61% Reduce -0.8% 37,051 $4.0M
Eq LLC 2.37% Add +85.1% 37,046 $4.0M
Greenwood Capital Associates LLC 0.51% Reduce -65.8% 36,560 $3.9M
Titleist Asset Management, LLC 0.59% Add +2.2% 36,409 $3.9M
Astoria Strategic Wealth, Inc. 1.20% Add +5.0% 36,361 $3.9M
Alliance Wealth Management Group 1.10% Add +2.5% 36,273 $3.9M
Zacks Investment Management 0.04% Add +3.0% 36,209 $3.9M
SevenBridge Financial Group, LLC 0.85% Reduce -1.3% 35,417 $3.9M
WBH Advisory Inc. 0.39% Add +2.5% 36,104 $3.9M
Performa Ltd (US), LLC 1.57% No change 35,851 $3.8M
Sabal Trust CO 0.23% Add +4.7% 35,804 $3.8M
Olde Wealth Management, LLC 1.45% Reduce -0.1% 35,746 $3.8M
Creekmur Asset Management LLC 0.98% Add +8.3% 35,670 $3.8M
Urban Financial Advisory Corp 2.32% Reduce -0.0% 35,663 $3.8M
Delta Wealth Advisors LLC 3.71% Add +8.9% 35,493 $3.8M
Heritage Wealth Management, Inc./Texas 2.35% Reduce -6.8% 35,395 $3.8M
Signaturefd, LLC 0.08% Add +2.6% 35,359 $3.8M
Guardian Asset Advisors, LLC 2.74% Add +17.9% 35,005 $3.7M
Meeder Advisory Services, Inc. 0.26% Add +29.3% 35,002 $3.7M
First Manhattan Co. Llc. 0.01% Reduce -0.2% 34,919 $3.7M
Sterling Investment Advisors LLC 2.26% Reduce -0.3% 34,776 $3.7M
Summit Place Financial Advisors, LLC 2.19% Reduce -3.0% 34,775 $3.7M
CIC Wealth, LLC 1.02% Add +0.3% 34,721 $3.7M
Carl P. Sherr & Co., LLC 2.06% Add +6.5% 34,715 $3.7M
Canopy Partners, LLC 1.72% Add +1.1% 34,700 $3.7M
Manhattan West Asset Management, LLC 1.00% Reduce -3.4% 34,619 $3.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.44% Add +4.1% 31,363 $3.7M
Compound Planning, Inc. 0.27% Reduce -9.1% 34,575 $3.7M
Signature Estate & Investment Advisors LLC 0.09% Add +1360.3% 34,244 $3.7M
Lee Danner & Bass Inc. 0.28% — 34,101 $3.6M
Fortitude Family Office, LLC 2.06% Add +27.8% 34,090 $3.6M
AMG National Trust Bank 0.10% Add +19.7% 34,026 $3.6M
TKG Advisors, LLC 1.97% Add +5.2% 33,974 $3.6M
Birchbrook, Inc. 2.17% Reduce -1.7% 33,921 $3.6M
Farmers Trust Co. 0.73% Reduce -0.3% 33,910 $3.6M
National Philanthropic Trust 0.07% No change 33,798 $3.6M
MRP Capital Investments, LLC 3.37% Add +0.9% 33,797 $3.6M
First Western Trust Bank 0.17% Reduce -0.2% 33,793 $3.6M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -0.5% 33,682 $3.6M
Welch & Forbes LLC 0.05% Reduce -1.9% 33,889 $3.6M
Corundum Trust Company, INC 10.33% — 33,290 $3.6M
RFP Financial Group LLC 1.31% Add +9.1% 33,105 $3.5M
Nepc LLC 0.12% Reduce -3.4% 33,029 $3.5M
New Hampshire Trust 0.80% Reduce -0.3% 33,004 $3.5M
Waldron Private Wealth LLC 0.16% Reduce -7.0% 32,983 $3.5M
Paragon Private Wealth Management, LLC 1.98% Add +18.7% 32,921 $3.5M
Cantor Fitzgerald Investment Advisors L.P. 0.27% Reduce -0.6% 32,840 $3.5M
Newton One Investments LLC 1.51% Reduce -0.3% 32,770 $3.5M
Campion Asset Management 2.75% Add +2.7% 32,757 $3.5M
Trustmark Bank Trust Department 0.28% Add +2.5% 32,532 $3.5M
Drive Wealth Management, LLC 0.94% Add +9.4% 32,507 $3.5M
Wela Strategies, Inc. 1.61% Add +1.1% 32,487 $3.5M
Birchcreek Wealth Management, LLC 1.94% Add +0.4% 32,364 $3.5M
Focus Financial Network, Inc. 0.15% Reduce -6.4% 29,540 $3.4M
Sebold Capital Management, Inc. 2.37% Reduce -10.2% 32,181 $3.4M
Shepherd Kaplan Krochuk, LLC 2.70% Add +6.1% 32,100 $3.4M
Lakeshore Financial Planning, Inc. 1.67% Add +0.0% 32,034 $3.4M
Sandler Capital Management 0.67% New 32,000 $3.4M
Pinnacle Wealth Management Group, Inc. 2.29% Add +19.5% 31,772 $3.4M
Thoroughbred Financial Services, LLC 0.23% Add +23.3% 31,713 $3.4M
Vawter Financial, Ltd. 2.32% Add +0.4% 31,698 $3.4M
Mutual of America Capital Management LLC 0.04% Add +9.0% 31,692 $3.4M
Roman Butler Fullerton & Co. 1.10% Add +1.3% 31,659 $3.4M
Horizon Family Wealth, Inc. 2.56% Reduce -3.5% 31,544 $3.4M
SOA Wealth Advisors, LLC. 0.68% Reduce -13.1% 31,510 $3.4M
Wolf Group Capital Advisors 1.32% Add +68.6% 31,346 $3.3M
Summit Wealth Partners, LLC 0.69% Add +16.4% 31,286 $3.3M
Balanced Wealth Group LLC 1.51% Reduce -31.3% 31,466 $3.3M
Inspire Trust Co, N.A. 1.10% New 31,153 $3.3M
RVW Wealth, LLC 0.33% Reduce -0.7% 31,119 $3.3M
Smithbridge Asset Management Inc. 0.69% Reduce -2.6% 31,099 $3.3M
Patriot Investment Management Group, Inc. 0.26% Reduce -5.1% 31,059 $3.3M
Abbrea Capital, LLC 0.44% Add +5.9% 30,995 $3.3M
Family Firm, Inc. 0.74% Add +0.4% 30,940 $3.3M
Bryn Mawr Trust Advisors, LLC 0.18% Reduce -53.8% 30,426 $3.3M
G&S Capital LLC 1.43% Add +2.6% 29,134 $3.3M
Private Ocean, LLC 0.29% Add +73.4% 30,788 $3.3M
Well Done, LLC 0.68% Reduce -48.1% 30,749 $3.3M
O'shaughnessy Asset Management, LLC 0.03% Reduce -3.3% 30,744 $3.3M
Quad-Cities Investment Group, LLC 1.81% Add +5.3% 30,684 $3.3M
Modern Wealth Management, LLC 0.24% Add +111.7% 30,635 $3.3M
Continuum Advisory, LLC 0.47% Add +0.3% 30,517 $3.3M
Next Capital Management LLC 1.37% Add +1.2% 30,489 $3.3M
Triad Wealth Partners, LLC 1.70% Add +21.4% 30,461 $3.2M
Baker Avenue Asset Management, LP 0.11% Add +2.9% 30,460 $3.2M
Syon Capital LLC 0.30% Add +0.2% 30,441 $3.2M
FAS Wealth Partners, Inc. 0.28% Reduce -1.1% 30,437 $3.2M
Midwest Financial Group LLC 2.06% Add +10.9% 30,416 $3.2M
Coastline Trust Co 0.38% Add +54.0% 30,383 $3.2M
Palisade Asset Management, LLC 0.33% Add +1.1% 30,318 $3.2M
Kanawha Capital Management LLC 0.25% Add +3.6% 30,284 $3.2M
Asset Management Group, Inc. 0.49% Add +0.2% 30,197 $3.2M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -1.4% 30,039 $3.2M
Watchman Group, Inc. 1.02% Reduce -3.7% 30,016 $3.2M
Diversified Trust Co. 0.09% Add +1.4% 29,926 $3.2M
Corecam Pte. Ltd. 2.39% Reduce -46.8% 29,900 $3.2M
Colonial Trust Advisors 0.30% Add +1.3% 29,795 $3.2M
Dupree Financial Group, LLC 1.54% Reduce -38.0% 29,737 $3.2M
KPP Advisory Services LLC 0.84% Add +2.4% 29,584 $3.2M
Aft, Forsyth & Company, Inc. 1.54% Add +4.1% 29,535 $3.2M
Hubbell Strickland Wealth Management, LLC 1.57% Add +0.9% 29,420 $3.1M
Partnership Wealth Management, LLC 2.31% Reduce -12.8% 29,396 $3.1M
Matrix Asset Advisors Inc. 0.37% Add +26.6% 29,316 $3.1M
Melone Private Wealth, LLC 1.85% Add +5.6% 29,278 $3.1M
Central Bank & Trust Co. 0.43% Reduce -1.5% 29,273 $3.1M
Emerald Advisors, LLC 0.47% Add +2.9% 29,245 $3.1M
DBK Financial Counsel, LLC 3.39% Reduce -2.1% 29,191 $3.1M
LS Investment Advisors, LLC 0.48% Reduce -19.1% 29,109 $3.1M
Sage Mountain Advisors LLC 0.29% Reduce -2.8% 29,042 $3.1M
Union Savings Bank 1.62% Reduce -3.7% 28,982 $3.1M
Eley Financial Management, Inc 1.31% Add +1.2% 28,873 $3.1M
Madden Advisory Services, Inc. 1.56% Add +1.1% 28,806 $3.1M
Charles Schwab Trust Co 0.28% Add +43.7% 28,752 $3.1M
Viewpoint Capital Management LLC 1.88% Add +2.3% 28,749 $3.1M
Fisher Asset Management 0.00% Add +354.2% 28,636 $3.1M
Ellevest, Inc. 0.18% Add +0.0% 28,617 $3.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.57% Add +9.6% 28,500 $3.0M
PKO Investment Management Joint-Stock Co 0.38% Add +111.1% 28,500 $3.0M
TrinityPoint Wealth, LLC 0.47% Add +6.7% 28,437 $3.0M
Steigerwald, Gordon & Koch Inc. 0.37% Add +3.4% 28,290 $3.0M
Pure Financial Advisors, LLC 0.08% Add +4.5% 28,216 $3.0M
United Bank 1.50% Add +1.3% 28,193 $3.0M
Gryphon Financial Partners LLC 0.45% Add +13.2% 28,149 $3.0M
AlTi Global, Inc. 0.08% Add +8.9% 28,016 $3.0M
NorthRock Partners, LLC 0.11% Reduce -36.7% 27,811 $3.0M
Transcendent Capital Group LLC 1.71% Reduce -0.9% 27,740 $3.0M
Cornerstone Wealth Management, LLC 0.23% Add +3.1% 27,698 $3.0M
Mechanics Bank Trust Department 0.42% Add +2.8% 27,546 $2.9M
UNIVEST FINANCIAL Corp 0.82% Add +7.0% 27,542 $2.9M
Townsquare Capital LLC 0.04% Reduce -31.6% 27,541 $2.9M
Alpha Financial Partners LLC 2.54% Add +0.1% 27,513 $2.9M
Wedbush Securities Inc. 0.10% Reduce -9.8% 27,486 $2.9M
Klaas Financial Asset Advisors, LLC 0.54% Reduce -11.4% 27,408 $2.9M
Vickerman Investment Advisors, Inc. 0.94% Reduce -0.2% 27,380 $2.9M
JMG Financial Group, Ltd. 0.11% Add +5.1% 27,276 $2.9M
Johnson Financial Group, Inc. 0.14% Add +4.4% 27,254 $2.9M
Wealth Management Partners, LLC 1.41% Reduce -0.5% 27,170 $2.9M
Cornell Pochily Investment Advisors, Inc. 1.10% Reduce -4.7% 27,027 $2.9M
Kraft, Davis & Associates, LLC 0.87% Reduce -0.4% 24,442 $2.9M
Essex Private Wealth Management, LLC 7.27% Add +17.3% 26,812 $2.9M
Perennial Investment Advisors, LLC 0.41% Add +21.8% 26,797 $2.9M
Newman Dignan & Sheerar, Inc. 0.74% Reduce -5.4% 26,768 $2.9M
Greenwich Wealth Management LLC 0.21% Reduce -1.1% 26,751 $2.9M
Clear Investment Research, LLC 3.71% Add +24.4% 26,715 $2.8M
SouthState Bank Corp 0.21% Add +145.7% 26,446 $2.8M
Beirne Wealth Consulting Services, LLC 1.14% Add +8.0% 26,411 $2.8M
CRA Financial Services, LLC 0.57% Add +0.3% 26,411 $2.8M
State of Alaska, Department of Revenue 0.03% Add +24.8% 26,375 $2.8M
Koshinski Asset Management, Inc. 0.26% Add +21.6% 26,519 $2.8M
Summit Financial, LLC 0.13% Add +27.5% 26,203 $2.8M
Sapient Capital LLC 0.06% Add +29.5% 26,128 $2.8M
Triton Financial Group Inc 1.95% Add +1.2% 26,063 $2.8M
HUB Investment Partners, LLC 0.13% Add +219.4% 25,997 $2.8M
American National Bank & Trust 0.35% Add +0.2% 25,981 $2.8M
Capital Planning LLC 0.83% Add +39.4% 25,975 $2.8M
Bluestem Financial Advisors, LLC 1.40% Reduce -1.4% 25,963 $2.8M
Wilshire Advisors LLC 1.38% Add +27.2% 25,850 $2.8M
Black Diamond Financial, LLC 0.53% Reduce -2.0% 25,825 $2.8M
Vestor Capital, LLC 0.22% Reduce -1.0% 25,796 $2.8M
Carr Financial Group Corp 0.87% Reduce -22.1% 25,616 $2.7M
Koesten, Hirschmann & Crabtree, INC. 1.75% No change 24,624 $2.7M
Garrison Point Advisors, LLC 1.80% Reduce -22.9% 25,500 $2.7M
Transcend Capital Advisors, LLC 0.20% Add +35.0% 25,480 $2.7M
Lewis Asset Management, LLC 2.07% Reduce -0.1% 25,353 $2.7M
Spectrum Asset Management, Inc. (NB/CA) 1.24% Add +1.1% 25,225 $2.7M
TPG Advisors LLC 2.29% — 25,182 $2.7M
Paladin Advisory Group, LLC 2.08% Reduce -1.2% 25,249 $2.7M
Arrowroot Family Office, LLC 1.70% Add +6.5% 24,926 $2.7M
Breakwater Capital Group 0.60% Add +5.7% 24,914 $2.7M
CoreFirst Bank & Trust 1.77% Add +8.9% 24,722 $2.6M
Rooted Wealth Advisors, Inc. 1.16% Add +13.8% 22,957 $2.6M
Lanark Financial, Inc. 0.24% Add +17.1% 24,621 $2.6M
Jaffetilchin Investment Partners, LLC 0.22% Reduce -0.4% 24,614 $2.6M
Nixon Peabody Trust Co. 0.23% Reduce -65.0% 24,607 $2.6M
WealthCare Investment Partners, LLC 1.22% Add +4.9% 24,603 $2.6M
Sepio Capital, LP 0.24% Add +0.4% 24,498 $2.6M
Viawealth, LLC 1.61% Add +1.5% 24,364 $2.6M
Narwhal Capital Management 0.25% Reduce -1.1% 24,329 $2.6M
StoneX Group Inc. 0.21% Reduce -73.3% 24,303 $2.6M
Silver Oak Securities, Incorporated 0.39% Reduce -7.8% 24,215 $2.6M
Brighton Jones LLC 0.08% Add +0.2% 24,112 $2.6M
Southeast Asset Advisors, LLC 0.31% Add +4.2% 24,013 $2.6M
Davidson Capital Management Inc. 0.79% Add +1.0% 23,934 $2.6M
Tradition Wealth Management, LLC 0.25% Reduce -5.4% 23,868 $2.5M
Boyd Watterson Asset Management LLC 0.73% Reduce -2.0% 23,850 $2.5M
Founders Capital Management, LLC 0.46% No change 23,842 $2.5M
Tiemann Investment Advisors, LLC 1.13% Add +0.9% 23,737 $2.5M
Van Hulzen Asset Management, LLC 0.17% Add +0.3% 23,609 $2.5M
Midwest Professional Planners, LTD. 0.84% Add +3.6% 23,553 $2.5M
Aspiriant, LLC 0.10% Add +2.0% 23,544 $2.5M
Trust Co. of Toledo NA 0.36% Add +3.5% 23,499 $2.5M
Victory Financial Group, LLC 1.17% Add +9.7% 23,464 $2.5M
Ritholtz Wealth Management 0.08% Add +2.1% 23,293 $2.5M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -23.6% 23,209 $2.5M
Nan Shan Life Insurance Co., Ltd. 0.06% Reduce -91.9% 23,194 $2.5M
Providence Capital Advisors, LLC 0.54% Add +3.3% 23,183 $2.5M
Amplius Wealth Advisors, LLC 0.28% Add +1.0% 23,182 $2.5M
Wealth Alliance, LLC 0.32% Reduce -3.3% 23,126 $2.5M
Armbruster Capital Management, Inc. 0.51% Reduce -0.9% 23,115 $2.5M
Wedmont Private Capital 0.15% Add +4.2% 22,139 $2.5M
Congress Park Capital LLC 0.98% Add +0.6% 22,966 $2.4M
Congress Asset Management Co. 0.02% Reduce -6.1% 22,957 $2.4M
Santori & Peters, Inc. 1.04% Add +0.1% 22,927 $2.4M
Beaumont Financial Advisors, LLC 0.20% Reduce -0.1% 22,906 $2.4M
VeraBank, N.A. 0.76% Reduce -0.4% 22,821 $2.4M
Clear Creek Financial Management, LLC 0.29% Add +0.3% 22,810 $2.4M
ORG Partners LLC 0.30% New 22,914 $2.4M
360 Financial, Inc. 0.92% Add +3.2% 22,751 $2.4M
First National Bank of Omaha 0.16% Add +6.7% 22,715 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -0.9% 22,627 $2.4M
Grant Street Asset Management, Inc. 0.75% Add +1.4% 22,493 $2.4M
Ullmann Wealth Partners Group, LLC 0.34% Add +1.3% 22,412 $2.4M
Peterson Wealth Advisors, LLC 0.50% Add +0.7% 22,400 $2.4M
Talisman Wealth Advisors LLC 2.76% Add +6.9% 22,374 $2.4M
Quantbot Technologies LP 0.12% New 22,324 $2.4M
Shufro Rose & Co. LLC 0.19% Add +7.0% 22,320 $2.4M
American State Bank (Iowa) 1.52% Add +3.8% 22,255 $2.4M
IMC-Chicago, LLC 0.08% Add +19.9% 22,231 $2.4M
McGlone Suttner Wealth Management, Inc. 0.48% Add +2.7% 21,794 $2.4M
O'Brien Greene & Co. Inc 0.75% Add +1.2% 22,099 $2.4M
Calamos Advisors LLC 0.02% Add +23.4% 22,025 $2.3M
Tranquility Partners, LLC 0.90% Reduce -0.9% 21,998 $2.3M
Carrera Capital Advisors 0.77% — 21,968 $2.3M
Westside Investment Management, Inc. 0.54% Add +7.0% 21,957 $2.3M
Level Four Advisory Services, LLC 0.10% Add +15.2% 21,827 $2.3M
Granite FO LLC 1.49% Reduce -5.2% 21,810 $2.3M
Shelton Wealth Management, LLC 1.38% Reduce -3.4% 21,627 $2.3M
Evanson Asset Management, LLC 0.17% Add +0.2% 21,609 $2.3M
Kowal Investment Group, LLC 0.46% Reduce -3.2% 21,597 $2.3M
Revolve Wealth Partners, LLC 0.38% Reduce -4.2% 21,523 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Reduce -8.8% 21,489 $2.3M
Wiser Wealth Management, Inc 0.71% Add +2.8% 21,464 $2.3M
Intrua Financial, LLC 0.37% Reduce -7.6% 21,332 $2.3M
Veracity Capital LLC 0.95% Reduce -21.9% 21,257 $2.3M
Pinnacle Wealth Planning Services, Inc. 0.32% No change 21,214 $2.3M
WealthShield Partners, LLC 0.34% Reduce -13.1% 21,207 $2.3M
Mill Creek Capital Advisors, LLC 0.06% Add +163.9% 21,201 $2.3M
New Republic Capital, LLC 1.13% Reduce -0.2% 21,031 $2.2M
Glen Eagle Advisors, LLC 0.41% Reduce -0.2% 21,028 $2.2M
Elm Partners Management LLC 0.17% Add +10.6% 21,004 $2.2M
Novak & Powell Financial Services, Inc. 1.39% Reduce -23.8% 20,998 $2.2M
Colorado Capital Management, Inc. 1.25% No change 20,981 $2.2M
Chapin Davis, Inc. 0.77% Add +0.1% 20,982 $2.2M
Cornerstone Advisors Asset Management, LLC 0.63% Add +28.0% 20,901 $2.2M
Dana Investment Advisors, Inc. 0.08% Reduce -0.9% 20,879 $2.2M
Convergence Financial, LLC 0.59% Add +40.6% 20,829 $2.2M
9258 Wealth Management, LLC 0.34% Reduce -1.1% 20,807 $2.2M
Narus Financial Partners, LLC 0.89% Add +26.0% 20,781 $2.2M
Municipal Employees' Retirement System of Michigan 0.03% No change 20,735 $2.2M
Pennsylvania Capital Management Inc. 0.85% Add +2.2% 20,724 $2.2M
Brady Family Wealth, LLC 0.71% Reduce -0.8% 20,717 $2.2M
Traveka Wealth, LLC 1.08% Reduce -29.7% 20,709 $2.2M
Schechter Investment Advisors, LLC 0.17% Add +94.7% 20,647 $2.2M
Flow Traders U.S. LLC 0.11% New 20,632 $2.2M
SOL Capital Management CO 0.26% Reduce -1.9% 20,548 $2.2M
Agf Management Ltd. 0.01% Reduce -2.5% 20,511 $2.2M
Pitcairn Co. 0.13% No change 20,384 $2.2M
Diversified Portfolios, Inc. 0.29% Reduce -3.1% 20,362 $2.2M
Verity Asset Management, Inc. 0.85% Add +45.0% 20,360 $2.2M
Mine & Arao Wealth Creation & Management, LLC. 1.06% Add +0.6% 20,338 $2.2M
S&T Bank 0.55% Reduce -3.5% 20,177 $2.2M
Lockerman Financial Group, Inc. 3.88% Add +39.6% 20,060 $2.1M
Wetzel Investment Advisors, Inc. 1.23% Reduce -2.1% 19,318 $2.1M
Roberts Wealth Advisors, LLC 0.73% Add +0.0% 20,183 $2.1M
Vanguard Group Inc. 0.00% Add +8.5% 19,944 $2.1M
Olistico Wealth, LLC 1.36% Add +2.9% 19,934 $2.1M
Davis R M Inc. 0.04% Reduce -8.2% 19,875 $2.1M
Florida Trust Wealth Management Co 0.07% Add +391.2% 19,850 $2.1M
Aua Capital Management, LLC 1.27% Reduce -8.7% 19,793 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Add +2.4% 19,769 $2.1M
Arcus Capital Partners, LLC 0.81% Reduce -2.5% 19,750 $2.1M
United Community Bank 0.85% Reduce -7.1% 19,610 $2.1M
Meritage Portfolio Management 0.13% Add +0.1% 19,551 $2.1M
Simplex Trading, LLC 0.07% Add +470.1% 19,507 $2.1M
Acadian Asset Management LLC 0.01% Add +70.5% 19,430 $2.1M
Autumn Glory Partners, LLC 1.05% No change 19,378 $2.1M
STAR Financial Bank 1.59% Add +63.9% 19,303 $2.1M
Kellett Wealth Advisors, LLC 1.66% Reduce -88.2% 19,256 $2.1M
Affinity Capital Advisors, LLC 0.43% Reduce -3.1% 19,243 $2.1M
Grey Ledge Advisors, LLC 0.56% Add +6.4% 19,238 $2.1M
Smith Shellnut Wilson LLC 0.99% Add +217.2% 19,216 $2.0M
Mullaney, Keating & Wright, Inc. 1.58% — 19,143 $2.0M
Stratos Investment Management, LLC 0.17% Reduce -73.2% 19,136 $2.0M
Milestone Investment Advisors LLC 0.54% Reduce -3.4% 19,110 $2.0M
Absolute Capital Management, LLC 1.23% Reduce -8.8% 19,104 $2.0M
Joel Isaacson & Co., LLC 0.11% Add +1.8% 19,074 $2.0M
Kohmann Bosshard Financial Services, LLC 0.27% No change 19,063 $2.0M
Marquette Associates, Inc. 1.53% Add +0.3% 19,043 $2.0M
Culbertson A N & Co. Inc. 0.35% Add +16.7% 19,041 $2.0M
Camelot Technology Advisors, Inc. 1.89% Add +0.2% 19,008 $2.0M
Corrigan Financial, Inc. 0.52% No change 18,312 $2.0M
Plancorp, LLC 0.09% Reduce -3.1% 18,959 $2.0M
Waypoint Capital Advisors, LLC 0.51% Add +0.0% 18,949 $2.0M
Lineweaver Wealth Advisors, LLC 0.42% Reduce -5.7% 18,839 $2.0M
Aveo Capital Partners, LLC 0.23% Reduce -1.0% 18,818 $2.0M
Cora Capital Advisors LLC 1.03% Reduce -2.4% 18,774 $2.0M
RDA Financial Network 0.65% Reduce -1.6% 18,681 $2.0M
Compass Wealth Management LLC 0.49% Reduce -2.7% 18,659 $2.0M
SageView Advisory Group, LLC 0.12% New 18,584 $2.0M
Essex Bank 0.53% Reduce -0.4% 18,568 $2.0M
Boothbay Fund Management, LLC 0.07% Reduce -37.4% 18,540 $2.0M
Franklin, Parlapiano, Turner & Welch, LLC 0.55% Reduce -1.0% 18,525 $2.0M
Investment Advisory Services Inc. /TX 0.72% Add +0.3% 18,503 $2.0M
Hilltop National Bank 0.63% Reduce -1.5% 18,497 $2.0M
Foster Victor Wealth Advisors, LLC 0.16% Reduce -3.5% 16,829 $2.0M
LaSalle St. Investment Advisors, LLC 0.98% Reduce -0.2% 18,379 $2.0M
BlueSky Wealth Advisors, LLC 0.33% Reduce -0.3% 18,344 $2.0M
Quadcap Wealth Management, LLC 0.35% Add +0.5% 18,323 $2.0M
Core Wealth Advisors, Inc. 0.67% Reduce -64.9% 18,276 $1.9M
Verdence Capital Advisors LLC 0.17% Add +6.1% 18,269 $1.9M
RiverGlades Family Offices LLC 1.51% Add +0.1% 18,169 $1.9M
Baldwin Investment Management, LLC 0.27% Reduce -1.1% 18,140 $1.9M
Retirement Guys Formula LLC 0.93% New 18,099 $1.9M
Brio Consultants, LLC 0.32% Add +0.1% 18,097 $1.9M
Morningstar Investment Services LLC 0.02% Add +47.0% 18,227 $1.9M
WCG Wealth Advisors LLC 0.14% Reduce -9.7% 18,046 $1.9M
CM Wealth Advisors LLC 0.91% Reduce -66.7% 18,040 $1.9M
TruNorth Capital Management, LLC 0.62% Add +1.9% 17,995 $1.9M
Foundations Investment Advisors, LLC 0.05% Reduce -25.2% 17,950 $1.9M
Hoylecohen, LLC 0.14% Add +1.4% 17,861 $1.9M
Busey Bank 0.07% Add +18.0% 17,800 $1.9M
Missouri Trust & Investment Co 0.71% Reduce -2.8% 17,738 $1.9M
Pinnacle Bancorp, Inc. 0.56% Reduce -0.7% 17,676 $1.9M
Caprock Group, LLC 0.08% Add +132.4% 17,563 $1.9M
Capital Advisors, Ltd. LLC 0.24% Add +0.8% 17,549 $1.9M
Swmg, LLC 0.83% Add +0.3% 17,538 $1.9M
Steph & Co. 0.64% Reduce -0.0% 17,514 $1.9M
International Assets Investment Management, LLC 0.18% Reduce -3.7% 17,481 $1.9M
Estate Counselors, LLC 0.20% Reduce -59.6% 17,469 $1.9M
Sunburst Financial Group, LLC 0.50% Reduce -1.2% 17,448 $1.9M
World Equity Group, Inc. 0.55% Reduce -47.5% 17,382 $1.9M
Independent Advisor Alliance 0.06% Add +52.8% 17,367 $1.9M
Regatta Capital Group, LLC 0.40% Reduce -2.0% 17,300 $1.8M
JSF Financial, LLC 0.56% Reduce -0.6% 17,237 $1.8M
Colonial Trust Co / SC 0.32% Add +0.1% 17,199 $1.8M
LPF Advisors LLC 1.68% Add +18.1% 17,127 $1.8M
Midland Wealth Advisors, LLC 0.11% Reduce -5.8% 17,077 $1.8M
White Knight Strategic Wealth Advisors, LLC 1.81% Reduce -10.1% 17,047 $1.8M
FRG Family Wealth Advisors LLC 0.35% Add +1.4% 16,661 $1.8M
Capasso Planning Partners LLC 0.59% Add +14.5% 16,973 $1.8M
Obermeyer Wealth Partners 0.10% Reduce -1.1% 16,917 $1.8M
Scissortail Wealth Management, LLC 0.46% Add +0.9% 16,870 $1.8M
Castle Rock Wealth Management, LLC 0.45% Reduce -0.1% 17,000 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.60% Add +4.7% 16,813 $1.8M
PFG Advisors 0.12% Add +11.3% 16,770 $1.8M
Trexquant Investment LP 0.03% Add +73.3% 16,744 $1.8M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -55.7% 16,693 $1.8M
Magnolia Capital Advisors LLC 1.00% New 16,674 $1.8M
Rothschild Wealth LLC 0.58% Add +0.3% 16,620 $1.8M
Visionary Wealth Advisors 0.12% Add +0.1% 16,608 $1.8M
Legacies Wealth LLC 1.55% No change 16,598 $1.8M
River Wealth Advisors LLC 0.25% Reduce -5.5% 16,598 $1.8M
Etfidea, LLC 0.60% Add +1.0% 16,523 $1.8M
Moloney Securities Asset Management, LLC 0.26% Add +3.3% 16,477 $1.8M
Rhumbline Advisers 0.00% Reduce -26.5% 16,474 $1.8M
Macroview Investment Management LLC 1.88% Add +0.4% 16,467 $1.8M
Dudley Capital Management, LLC 0.98% Add +8.9% 16,426 $1.8M
Ascent Group, LLC 0.14% Reduce -10.4% 16,302 $1.7M
Penobscot Investment Management Company, Inc. 0.17% Reduce -1.6% 16,209 $1.7M
Harbour Capital Advisors, LLC 0.41% Add +1.2% 16,293 $1.7M
Lane & Associates LLC 1.02% Reduce -12.6% 16,146 $1.7M
Delta Financial Advisors LLC 0.67% Add +0.0% 16,108 $1.7M
Valley Financial Group, Inc. 1.26% Reduce -0.5% 16,049 $1.7M
Twin Focus Capital Partners, LLC 0.27% Reduce -5.1% 15,879 $1.7M
Carolinas Wealth Consulting LLC 0.33% Reduce -4.0% 15,866 $1.7M
Financial Partners Group, Inc 0.27% Reduce -13.0% 15,858 $1.7M
Rogco, LP 0.69% Add +1.6% 15,802 $1.7M
Signet Financial Management, LLC 0.23% Reduce -11.7% 15,724 $1.7M
Portland Global Advisors LLC 0.23% Add +3.5% 15,695 $1.7M
Alera Investment Advisors, LLC 0.20% Reduce -6.7% 15,669 $1.7M
High Net Worth Advisory Group LLC 0.51% Add +0.0% 15,663 $1.7M
Zhang Financial LLC 0.12% Add +0.2% 15,628 $1.7M
Retirement Investment Advisors, Inc. 0.20% — 15,569 $1.7M
Diversify Advisory Services, LLC 0.09% Add +16.6% 15,695 $1.7M
Interchange Capital Partners, LLC 0.61% Add +23.2% 15,491 $1.7M
Woodstock Corp. 0.17% Add +5.8% 15,474 $1.7M
GAMMA Investing LLC 0.22% Add +48.0% 15,454 $1.6M
Great Point Wealth Advisors, LLC 0.38% Reduce -2.2% 15,406 $1.6M
Secure Asset Management, LLC 0.31% Add +20.9% 15,391 $1.6M
J. W. Coons Advisors, LLC 0.31% Reduce -11.4% 15,379 $1.6M
Tyche Wealth Partners LLC 0.40% Reduce -28.6% 15,374 $1.6M
Bridge Advisory, LLC 0.80% Reduce -11.7% 15,306 $1.6M
Redwood Wealth Management Group, LLC 1.23% Add +1.4% 15,295 $1.6M
Rockwood Wealth Management, LLC 0.20% Add +3.0% 15,282 $1.6M
TFG Advisers LLC 0.62% Reduce -4.9% 15,016 $1.6M
Advisor OS, LLC 0.17% Reduce -11.2% 14,971 $1.6M
TFC Financial Management, Inc. 0.28% Reduce -1.5% 14,931 $1.6M
Goldstein Advisors, LLC 0.26% Add +1.5% 14,774 $1.6M
Sweet Financial Partners, LLC 0.36% No change 14,702 $1.6M
Cambridge Advisors Inc. 0.36% Add +0.6% 14,685 $1.6M
Darden Wealth Group Inc 0.94% Reduce -4.6% 14,649 $1.6M
PFG Investments, LLC 0.11% Reduce -40.8% 14,511 $1.5M
Centaurus Financial, Inc. 0.10% Reduce -40.5% 14,465 $1.5M
St. Clair Advisors, LLC 0.49% Add +2.6% 14,415 $1.5M
Silvia McColl Wealth Management, LLC 1.27% No change 14,379 $1.5M
Creative Financial Designs Inc. 0.14% Reduce -27.4% 14,370 $1.5M
Edgemoor Investment Advisors, Inc. 0.14% Reduce -86.0% 14,220 $1.5M
Moors & Cabot, Inc. 0.08% Add +11.0% 14,211 $1.5M
NBT Bank, N.A. 0.11% Add +26.4% 14,160 $1.5M
Accurate Wealth Management, LLC 0.36% Add +47.2% 13,359 $1.5M
Arbor Trust Wealth Advisors, LLC 0.79% Add +4.0% 14,120 $1.5M
General Partner, Inc. 0.96% Add +0.6% 14,115 $1.5M
Pillar Wealth Advisors, LLC 1.81% Reduce -14.7% 14,101 $1.5M
Kingswood Wealth Advisors, LLC 0.13% Add +80.7% 13,978 $1.5M
Larson Financial Group LLC 0.10% Add +20.6% 13,975 $1.5M
Spectrum Wealth Counsel, LLC 0.19% Add +51.1% 13,939 $1.5M
First County Bank 0.76% Reduce -3.3% 13,934 $1.5M
Consolidated Portfolio Review Corp 0.34% Add +20.0% 13,846 $1.5M
Peak Asset Management, LLC 0.29% No change 13,810 $1.5M
Peninsula Wealth, LLC 0.28% Add +2.3% 13,232 $1.5M
Jacobi Capital Management LLC 0.13% Add +56.4% 13,777 $1.5M
Forza Wealth Management, LLC 0.75% Reduce -0.4% 13,717 $1.5M
Coldstream Capital Management Inc. 0.04% Add +16.3% 13,692 $1.5M
Trek Financial, LLC 0.12% Reduce -26.1% 13,676 $1.5M
Rockport Wealth LLC 0.62% Reduce -1.1% 13,673 $1.5M
SeaBridge Investment Advisors LLC 0.38% Add +43.7% 13,670 $1.5M
Laurel Wealth Planning LLC 1.01% Reduce -49.5% 13,671 $1.5M
TNF LLC 0.54% Reduce -9.9% 12,773 $1.5M
Asset Dedication, LLC 0.10% Add +1.4% 13,603 $1.5M
Weil Company, Inc. 0.53% Add +20.8% 13,537 $1.4M
Thrive Wealth Management, LLC 0.28% Add +1.0% 13,536 $1.4M
Cobblestone Capital Advisors LLC 0.09% Reduce -0.4% 13,525 $1.4M
Aaron Wealth Advisors LLC 0.20% Reduce -4.1% 13,514 $1.4M
Sierra Summit Advisors LLC 0.36% Add +15.7% 13,469 $1.4M
First National Corp. /Ma/ 0.34% Add +1.1% 13,453 $1.4M
Cypress Financial Planning LLC 0.60% Add +0.5% 13,437 $1.4M
Allen Capital Group, LLC 0.20% Add +6.7% 13,415 $1.4M
WP Advisors, LLC 0.46% Add +0.4% 13,377 $1.4M
Broadview Financial Management, LLC 1.04% Add +10.3% 13,367 $1.4M
Resurgent Financial Advisors LLC 0.89% Reduce -26.9% 13,308 $1.4M
Blue Trust, Inc. 0.02% Add +1.8% 12,808 $1.4M
Realta Investment Advisors 0.28% Reduce -8.6% 13,208 $1.4M
First Foundation Advisors 0.05% Reduce -7.6% 13,199 $1.4M
Wintrust Investments LLC 0.11% Add +25.8% 13,079 $1.4M
Leverty Financial Group, LLC 0.82% Reduce -1.6% 12,945 $1.4M
Continuum Wealth Advisors, LLC 0.73% Reduce -0.7% 12,925 $1.4M
Renasant Bank 0.95% Add +35.0% 12,922 $1.4M
Staley Capital Advisers Inc. 0.06% No change 12,812 $1.4M
Kingfisher Capital LLC 0.32% Add +1.6% 12,792 $1.4M
Nova R Wealth, Inc. 0.70% Add +18.6% 12,784 $1.4M
Howland Capital Management LLC 0.07% Add +9.3% 12,767 $1.4M
Tilia Fiduciary Partners, Inc. 1.06% Add +1.4% 12,682 $1.4M
OMNI 360 Wealth, Inc. 1.02% Reduce -1.3% 12,536 $1.3M
Meridian Investment Counsel Inc. 0.42% No change 12,488 $1.3M
Cibc World Market Inc. 0.00% Reduce -3.0% 12,446 $1.3M
Ti-Trust, Inc. 1.02% No change 12,428 $1.3M
Clearwater Capital Advisors, LLC 0.14% Reduce -8.2% 12,423 $1.3M
Stonegate Investment Group, LLC 0.04% Add +12.6% 12,338 $1.3M
First Heartland Consultants, Inc. 0.13% Add +33.5% 12,305 $1.3M
Hollencrest Capital Management 0.06% Reduce -7.0% 12,291 $1.3M
Capital Advisors Wealth Management, LLC 0.26% Reduce -4.0% 12,289 $1.3M
Nelson Capital Management, LLC 0.23% Reduce -1.1% 12,267 $1.3M
Capital Group Private Client Services, Inc. 0.01% Reduce -3.8% 12,246 $1.3M
Harbor Investment Advisory, LLC 0.14% Reduce -0.6% 12,208 $1.3M
Corebridge Financial, Inc. 0.01% — 12,200 $1.3M
Higgins & Schmidt Wealth Strategies LLC 0.94% Reduce -0.3% 12,197 $1.3M
Capital Management Associates, Inc 0.79% Add +374.7% 12,175 $1.3M
Cadinha & Co. LLC 0.24% Reduce -1.8% 12,161 $1.3M
Forum Private Client Group LLC 0.61% Reduce -11.9% 12,128 $1.3M
Peak Planning Group, LLC 0.63% Add +397.2% 12,106 $1.3M
Sterling Financial Planning, Inc. 0.52% Reduce -1.6% 12,072 $1.3M
Rockland Trust Co. 0.07% No change 12,066 $1.3M
Samalin Investment Counsel, LLC 0.60% Add +16.3% 12,034 $1.3M
Central Pacific Bank - Trust Division 0.16% Add +212.0% 12,030 $1.3M
Gilbert & Cook, Inc. 0.19% Reduce -8.5% 11,959 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Reduce -81.8% 11,959 $1.3M
Jordan Park Group LLC 0.10% Add +542.3% 11,953 $1.3M
Fulton Bank, N.A. 0.05% Reduce -3.7% 11,950 $1.3M
Jamison Private Wealth Management, Inc. 0.21% Add +5.0% 11,947 $1.3M
PAX Financial Group, LLC 0.25% Add +0.8% 11,886 $1.3M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.8% 11,832 $1.3M
Inscription Capital, LLC 0.20% No change 11,814 $1.3M
Opal Wealth Advisors, LLC 0.40% Reduce -2.0% 11,801 $1.3M
AdvisorNet Financial, Inc 0.11% Reduce -3.2% 11,796 $1.3M
LCNB Corp. 0.47% Reduce -0.8% 11,769 $1.3M
Almanack Investment Partners, LLC. 0.21% Reduce -1.0% 11,713 $1.2M
Belpointe Asset Management LLC 0.09% Reduce -25.3% 11,653 $1.2M
Columbia Bank 0.48% Reduce -0.5% 11,629 $1.2M
Lockheed Martin Investment Management Co. 0.07% No change 11,600 $1.2M
Waterloo Capital, L.P. 0.15% Add +1.9% 11,589 $1.2M
Lwmg, LLC 0.26% Reduce -7.0% 11,588 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.2M
Annapolis Financial Services, LLC 0.40% Reduce -3.5% 11,550 $1.2M
Old North State Trust, LLC 1.05% Reduce -3.2% 11,410 $1.2M
Summit X, LLC 0.27% Reduce -5.4% 11,384 $1.2M
PBMares Wealth Management LLC 0.30% Reduce -2.9% 11,354 $1.2M
Maltin Wealth Management, Inc. 0.65% Reduce -0.4% 11,275 $1.2M
Lansing Street Advisors 0.50% Add +0.4% 11,267 $1.2M
EverSource Wealth Advisors, LLC 0.08% Add +9.0% 10,138 $1.2M
Index Fund Advisors, Inc. 0.07% Add +2.8% 11,212 $1.2M
1834 Investment Advisors Co. 0.14% Reduce -10.1% 11,200 $1.2M
Pacific Center for Financial Services 0.33% Reduce -15.2% 11,172 $1.2M
Probity Advisors, Inc. 0.25% Reduce -21.6% 11,170 $1.2M
Three Seasons Wealth, LLC 0.66% No change 11,150 $1.2M
Intergy Private Wealth, LLC 0.49% Add +1.4% 11,120 $1.2M
TCV Trust & Wealth Management, Inc. 0.11% Add +1.8% 11,118 $1.2M
Aptus Capital Advisors, LLC 0.02% Reduce -5.4% 11,098 $1.2M
Claro Advisors Inc. 0.18% Add +12.2% 11,035 $1.2M
NWF Advisory Services Inc. 0.19% Reduce -1.3% 11,009 $1.2M
Chemistry Wealth Management LLC 0.30% Reduce -4.2% 10,945 $1.2M
Syntax Research, Inc. 0.92% Add +8.1% 10,936 $1.2M
Defined Wealth Management, LLC 0.81% Reduce -31.2% 10,918 $1.2M
Saxon Interests, Inc. 0.55% Add +13.5% 10,819 $1.2M
Sandy Cove Advisors, LLC 0.51% Add +28.0% 10,802 $1.2M
Center for Financial Planning, Inc. 0.17% Reduce -4.0% 10,771 $1.1M
Grant/GrossMendelsohn, LLC 0.52% Reduce -8.9% 10,671 $1.1M
Carmichael Hill & Associates, Inc. 0.46% Add +0.4% 10,595 $1.1M
Crew Capital Management, Ltd 0.91% Add +14.2% 10,590 $1.1M
Fort Point Capital Partners LLC 0.14% Reduce -3.5% 10,550 $1.1M
Walkner Condon Financial Advisors LLC 0.24% Reduce -2.7% 10,487 $1.1M
FLC Capital Advisors 0.27% Reduce -0.6% 10,473 $1.1M
Spirepoint Private Client, LLC 0.16% Reduce -0.7% 10,468 $1.1M
Forte Asset Management LLC 0.66% Add +0.5% 10,449 $1.1M
Financial Partners Group, LLC 0.43% Add +1.3% 10,382 $1.1M
GenTrust, LLC 0.06% Add +120.3% 10,382 $1.1M
NavPoint Financial, Inc. 0.96% Reduce -4.0% 10,341 $1.1M
KG Capital Management 0.38% Add +5.4% 10,327 $1.1M
BlueChip Wealth Advisors LLC 0.65% Reduce -10.3% 10,286 $1.1M
GS Investments, Inc. 0.52% Reduce -0.1% 10,273 $1.1M
Port Capital LLC 0.05% Add +0.0% 10,251 $1.1M
ZWJ Investment Counsel Inc. 0.05% Add +14.9% 10,132 $1.1M
Sovereign Financial Group, Inc. 0.27% Reduce -7.4% 10,118 $1.1M
Westwood Holdings Group Inc. 0.01% Reduce -0.5% 10,062 $1.1M
Integrated Investment Consultants, LLC 0.29% No change 9,688 $1.1M
Independent Family Office, LLC 0.61% Add +143.0% 10,025 $1.1M
Balentine LLC 0.05% Add +15.9% 10,022 $1.1M
Lincoln Capital LLC 0.24% Reduce -2.0% 10,008 $1.1M
Maia Wealth LLC 0.32% — 9,461 $1.1M
Pasadena Private Wealth, LLC 0.25% No change 10,000 $1.1M
James Investment Research, Inc. 0.13% Reduce -2.2% 9,985 $1.1M
Tompkins Financial Corp. 0.11% Reduce -1.7% 9,985 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Reduce -38.4% 9,925 $1.1M
Orion Capital Management LLC 0.56% Reduce -22.3% 9,911 $1.1M
Awm Capital, LLC 0.16% No change 9,903 $1.1M
Opinicus Capital, Inc. 0.89% Reduce -2.1% 9,897 $1.1M
Aviance Capital Partners, LLC 0.15% Add +0.7% 9,884 $1.1M
Avion Wealth 0.29% Add +8.9% 9,883 $1.1M
Edge Financial Advisors LLC 1.09% Reduce -3.4% 9,850 $1.1M
Ascentis Independent Advisors 0.22% — 9,845 $1.1M
Wooster Corthell Wealth Management, Inc. 0.24% Reduce -1.2% 9,837 $1.0M
Alpha Omega Wealth Management LLC 0.20% Add +0.3% 9,824 $1.0M
KWB Wealth 0.14% Reduce -3.9% 9,476 $1.0M
Atlantic Union Bankshares Corp 0.07% Add +98.2% 9,790 $1.0M
HRC Wealth Management, LLC 0.71% Add +3.4% 9,765 $1.0M
Townsend Asset Management Corp. /NC/ 0.40% Reduce -0.3% 9,742 $1.0M
Palisade Capital Management, LP 0.03% Add +13.8% 9,742 $1.0M
Stock Yards Bank & Trust Co. 0.03% Reduce -9.8% 9,739 $1.0M
Retirement Planning Group, LLC 0.07% Reduce -0.6% 9,652 $1.0M
Composition Wealth, LLC 0.03% Reduce -0.1% 9,617 $1.0M
Inspire Advisors, LLC 0.14% Add +163.4% 9,610 $1.0M
Edmonds Duncan Registered Investment Advisors, LLC 0.25% Add +0.0% 9,607 $1.0M
Bank Ozk 0.44% Reduce -1.7% 9,572 $1.0M
Westmount Partners, LLC 0.34% Reduce -0.0% 9,634 $1.0M
International Private Wealth Advisors LLC 1.72% Add +1.3% 9,549 $1.0M
Bragg Financial Advisors, Inc 0.05% Reduce -0.9% 9,534 $1.0M
Linscomb Wealth, Inc. 0.05% Add +0.8% 9,510 $1.0M
SIMA Wealth Partners, LLC 0.97% — 9,498 $1.0M
Fiduciary Financial Group, LLC 0.24% — 8,664 $1.0M
Intrinsic Value Partners, LLC 1.06% Add +34.2% 9,490 $1.0M
Oliver Luxxe Assets LLC 0.21% Reduce -0.1% 9,481 $1.0M
Ocean Park Asset Management, LLC 0.05% No change 9,473 $1.0M
Foster Group, Inc. 0.04% Reduce -6.5% 9,455 $1.0M
Pinnacle Family Advisors, LLC 0.56% New 9,446 $1.0M
First Commonwealth Financial Corp 0.26% Add +56.8% 9,411 $1.0M
Roberts Financial Services LLC 0.20% Reduce -2.5% 9,396 $1.0M
Better Money Decisions, LLC 0.75% Reduce -0.9% 9,355 $998K
Source Financial Advisors LLC 0.30% Add +31.9% 9,294 $991K
Legacy Financial Group LLC 0.19% Reduce -2.2% 9,272 $989K
Sensible Money, LLC 0.48% Reduce -0.7% 9,242 $986K
Gerber Kawasaki Wealth & Investment Management 0.05% Add +2.2% 9,234 $985K
Tufton Capital Management 0.19% Reduce -4.1% 9,208 $982K
Strategic Wealth Partners, Ltd. 0.10% Add +2.1% 9,174 $978K
Chandler Asset Management, Inc. 0.20% No change 9,150 $976K
Ade, LLC 0.65% Add +0.2% 9,096 $970K
Fort Washington Investment Advisors Inc. 0.01% Reduce -1.1% 9,088 $969K
Destiny Capital Corp 0.66% Add +12.1% 9,061 $966K
David J Yvars Group 0.60% Reduce -8.5% 9,058 $966K
Eagle Strategies LLC 0.18% Reduce -65.9% 8,961 $956K
New England Asset Management Inc. 0.17% Reduce -71.0% 8,900 $949K
Wealth Dimensions Group, Ltd. 0.27% Add +0.8% 8,875 $947K
Exencial Wealth Advisors, LLC 0.04% Add +4.8% 8,868 $946K
Napatree Capital LLC 0.76% Add +30.2% 8,789 $937K
Cyndeo Wealth Partners, LLC 0.07% Add +12.3% 8,770 $935K
Brookmont Capital Management 0.51% Reduce -13.2% 8,770 $935K
Cannell & Spears LLC 0.02% No change 8,763 $935K
Quadrant Private Wealth Management, LLC 0.21% Reduce -38.7% 8,719 $930K
Pacific Sun Financial Corp 0.55% Reduce -2.3% 8,714 $929K
Lionsbridge Wealth Management LLC 0.74% Reduce -65.3% 8,708 $929K
Sweeney & Michel, LLC 0.40% Add +0.3% 8,795 $928K
Harmony Asset Management LLC 0.39% Add +8.1% 8,685 $926K
Pine Valley Investments Ltd Liability Co 0.07% Reduce -1.9% 8,677 $925K
Fortune Financial Advisors, LLC 0.57% Reduce -5.4% 8,675 $925K
Zions Bancorporation, N.A. 0.07% No change 8,663 $924K
Insigneo Advisory Services, LLC 0.10% Reduce -18.6% 8,575 $923K
Plimoth Trust Co. LLC 0.25% Add +5.2% 8,651 $923K
Perissos Private Wealth Management, LLC 0.83% New 8,650 $923K
TL Private Wealth 0.42% Reduce -12.3% 7,891 $922K
Plante Moran Financial Advisors, LLC 0.09% Add +17.4% 8,628 $920K
Ramsay, Stattman, Vela & Price, Inc. 0.17% Add +4.4% 8,609 $918K
National Wealth Management Group, LLC 0.70% Add +3.7% 8,604 $918K
Cypress Capital Group 0.11% Reduce -4.6% 8,558 $913K
Modus Advisors, LLC 0.32% Reduce -2.3% 8,540 $911K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.37% Reduce -15.5% 8,442 $900K
Henrickson Nauta Wealth Advisors, Inc. 0.38% Add +5.8% 8,432 $899K
Marks Group Wealth Management, Inc 0.09% Reduce -4.8% 8,409 $897K
Berkshire Asset Management LLC 0.04% Reduce -0.6% 8,388 $895K
Moisand Fitzgerald Tamayo, LLC 0.13% Reduce -0.6% 8,366 $892K
49 Wealth Management, LLC 0.18% Reduce -22.6% 8,420 $891K
Oxford Financial Group, LTD. LLC 0.06% Add +31.7% 8,343 $890K
Strategies Wealth Advisors, LLC 0.13% Add +1.0% 8,318 $887K
Riverpoint Wealth Management Holdings, LLC 0.25% Add +0.1% 8,317 $887K
Watershed Private Wealth LLC 0.37% Reduce -27.8% 8,243 $879K
Flagship Private Wealth, LLC 0.52% Add +3.8% 8,237 $879K
Key Financial Inc 0.21% Add +19.3% 8,209 $876K
Sonata Capital Group Inc. 0.45% Add +5.5% 8,204 $875K
Bright Futures Wealth Management, LLC. 0.47% No change 7,834 $870K
Indiana Trust & Investment Management Co 0.32% Reduce -1.3% 8,146 $869K
Bayesian Capital Management, LP 0.10% Add +6.6% 8,100 $864K
Coppell Advisory Solutions LLC 0.14% — 8,084 $862K
Cowa, LLC 0.46% Add +6.1% 8,084 $862K
Lauer Wealth, LLC 0.68% No change 7,768 $856K
Horizons Wealth Management 0.68% Reduce -2.7% 7,525 $856K
Corundum Group, Inc. 0.33% No change 7,962 $849K
Coordinated Financial Services, Inc. 0.74% Reduce -1.4% 7,951 $848K
Prospect Financial Services LLC 0.65% Reduce -5.0% 7,939 $847K
Vannoy Advisory Group, Inc. 0.65% No change 7,876 $840K
Maryland State Retirement & Pension System 0.02% New 7,862 $839K
Pallas Capital Advisors LLC 0.04% Add +0.3% 7,299 $836K
PGIM Custom Harvest LLC 0.02% Reduce -0.9% 7,819 $834K
Stage Harbor Financial, LLC 0.80% Reduce -7.8% 7,806 $833K
Transatlantique Private Wealth LLC 0.34% Add +2.6% 7,796 $832K
Clarity Capital Partners LLC 0.51% Reduce -10.2% 7,783 $830K
SC&H Financial Advisors, Inc. 0.20% Reduce -1.9% 7,781 $830K
Ethos Financial Group, LLC 0.15% Add +37.5% 7,746 $826K
180 Wealth Advisors, LLC 0.13% Add +6.5% 7,489 $826K
Parkside Investments, LLC 0.13% No change 7,699 $821K
Hardin Capital Partners, LLC 0.53% — 7,670 $818K
New Century Financial Group, LLC 0.35% New 7,666 $818K
First Bancorp, Inc 0.60% Reduce -1.9% 7,651 $816K
Ardent Capital Management, Inc. 0.40% Reduce -25.4% 7,646 $816K
Evolution Wealth Advisors, LLC 0.16% No change 7,640 $815K
TD Capital Management LLC 0.08% Add +0.2% 7,603 $811K
MV Capital Management, Inc. 0.09% Add +0.9% 7,590 $810K
Parkside Financial Bank & Trust 0.13% Add +0.0% 7,580 $808K
Stokes Capital Advisors, LLC 0.22% Reduce -3.9% 7,576 $808K
Financial Freedom, LLC 0.46% Add +10.2% 7,562 $807K
American Capital Advisory, LLC 0.57% Add +23.2% 7,432 $805K
QRG Capital Management, Inc. 0.01% Reduce -0.7% 7,530 $803K
Allegheny Financial Group 0.23% Add +7.8% 7,517 $802K
Moneywise, Inc. 0.42% Reduce -4.1% 7,506 $801K
Vertex Planning Partners, LLC 0.21% Reduce -2.2% 7,499 $800K
Hohimer Wealth Management, LLC 0.18% Reduce -1.4% 7,468 $797K
Greenhouse Wealth Management, LLC 0.58% Add +0.3% 7,393 $788K
GW&K Investment Management, LLC 0.01% Reduce -1.6% 7,379 $787K
Kraft Asset Management, LLC 0.66% No change 7,369 $786K
Rathbones Group PLC 0.00% Add +13.1% 7,365 $786K
Scotia Capital Inc. 0.00% Reduce -2.5% 7,362 $785K
Christensen, King & Associates Investment Services, Inc. 0.39% Add +40.9% 7,359 $785K
Invesco Ltd. 0.00% Add +7.2% 7,346 $784K
Williams Jones Wealth Management, LLC. 0.01% Reduce -10.6% 7,331 $782K
Cassaday & Co Wealth Management LLC 0.02% Reduce -6.5% 7,258 $774K
WFA of San Diego, LLC 0.69% — 7,195 $767K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -3.3% 6,556 $766K
Insight Advisors, LLC/ PA 0.14% Add +2.3% 7,172 $765K
Deutsche Bank AG 0.00% Add +7.8% 7,157 $763K
Empirical Asset Management, LLC 0.29% Add +242.2% 7,152 $763K
Cooper Financial Group 0.11% Reduce -84.1% 7,143 $762K
Sfm, LLC 0.57% Reduce -2.5% 7,112 $759K
Elevatus Welath Management 0.28% Add +0.0% 7,093 $757K
Barrett & Company, Inc. 0.34% Add +0.0% 7,084 $756K
Total Wealth Planning, LLC 0.12% Reduce -4.2% 6,463 $755K
Cardiff Park Advisors, LLC 0.07% Reduce -1.6% 7,067 $754K
Sound Income Strategies, LLC 0.05% Reduce -26.9% 7,010 $748K
McIlrath & Eck, LLC 0.11% Reduce -1.7% 7,004 $747K
Pioneer Trust Bank N A 0.20% Add +11.5% 6,989 $745K
Strategy Asset Managers LLC 0.17% Add +53.6% 7,474 $745K
Great Diamond Partners, LLC 0.17% Reduce -7.6% 6,979 $744K
Cassady Schiller Wealth Management, LLC 0.30% Reduce -4.0% 6,969 $743K
Columbus Macro, LLC 0.29% Add +11.8% 6,926 $739K
Personal Cfo Solutions, LLC 0.11% Add +3.7% 6,922 $738K
Johnson Bixby & Associates, LLC 0.12% Reduce -3.6% 6,921 $738K
Worth Asset Management, LLC 0.44% New 6,910 $737K
Emprise Bank 0.45% Reduce -11.9% 6,901 $736K
Motco 0.04% Add +19.2% 6,898 $736K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.3% 6,872 $733K
Motive Wealth Advisors 0.44% Reduce -0.1% 6,809 $726K
LVM Capital Management Ltd. 0.08% Reduce -0.2% 6,803 $726K
Waters Parkerson & Co., LLC 0.04% Add +0.8% 6,784 $724K
Main Street Financial Solutions, LLC 0.07% Add +0.1% 6,763 $721K
BKM Wealth Management, LLC 0.35% Add +0.2% 6,761 $721K
Wealth Group Ltd 0.22% Reduce -0.1% 6,755 $720K
White Lighthouse Investment Management Inc. 0.14% Reduce -0.3% 6,713 $716K
CreativeOne Wealth, LLC 0.04% Reduce -52.9% 6,704 $715K
Sather Financial Group Inc 0.05% Add +0.4% 6,697 $714K
Sierra Capital LLC 0.10% Reduce -12.7% 6,697 $714K
Ignite Planners, LLC 0.17% Add +3.0% 6,757 $713K
Ledyard National Bank 0.07% Reduce -4.3% 6,666 $711K
Perritt Capital Management Inc 0.39% Add +0.1% 6,645 $709K
Endowment Wealth Management, Inc. 0.51% Add +19.3% 6,611 $705K
Trust Point Inc. 0.06% No change 6,585 $702K
Argent Advisors, Inc. 0.28% No change 6,582 $702K
Capital Planning Advisors, LLC 0.12% Reduce -66.0% 6,513 $695K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -31.4% 6,502 $693K
First PREMIER Bank 0.19% Reduce -0.3% 6,492 $692K
Lincoln Capital Corp. 0.30% No change 6,442 $687K
Brown, Lisle/Cummings, Inc. 0.22% Add +0.0% 6,437 $687K
Gradient Capital Advisors, LLC 0.24% Add +0.0% 6,397 $682K
Truepoint, Inc. 0.02% Add +5.9% 6,383 $681K
Tsfg, LLC 0.16% Reduce -44.0% 6,379 $680K
Tennessee Valley Asset Management Partners 0.13% Reduce -3.9% 6,355 $678K
Optivise Advisory Services LLC 0.37% — 6,351 $677K
Wealth Effects LLC 0.25% Reduce -8.9% 6,348 $677K
Firestone Capital Management 0.18% Add +0.1% 6,347 $677K
Outlook Wealth Advisors, LLC 0.21% Reduce -0.8% 6,400 $676K
WealthBridge Capital Management, LLC 0.22% Reduce -5.0% 6,340 $676K
Seven Post Investment Office LP 0.12% No change 6,298 $672K
Mma Asset Management LLC 0.31% Add +6.5% 6,295 $672K
Professional Financial Advisors, LLC 0.18% Add +19.8% 6,257 $667K
Armstrong Advisory Group, Inc. 0.06% Add +8.1% 6,252 $667K
GGM Financial LLC 0.61% — 6,248 $666K
Commonwealth Financial Services, LLC 0.14% Reduce -0.7% 6,256 $665K
Hillcrest Wealth Advisors - NY, LLC 0.36% No change 6,224 $664K
Blue Barn Wealth, LLC 0.37% Add +5.0% 6,216 $663K
American Investment Services, Inc. 0.12% Reduce -0.9% 6,202 $662K
Napa Wealth Management 0.45% Reduce -0.5% 6,192 $660K
Sageworth Trust Co of South Dakota 0.97% Reduce -1.9% 6,184 $660K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +1.6% 6,184 $660K
Thompson Investment Management, Inc. 0.10% Add +3.0% 6,175 $659K
Northstar Advisory Group, LLC 0.38% Add +1.9% 6,159 $657K
Kwmg, LLC 0.07% Reduce -4.9% 6,131 $654K
Members Advisory Group LLC 0.36% Add +145.1% 6,123 $654K
Shepherd Financial Partners LLC 0.08% Add +0.1% 6,128 $654K
Clare Market Investments LLC 0.18% Reduce -24.9% 6,114 $652K
Droms Strauss Advisors Inc. /Mo/ 0.24% Reduce -1.0% 6,104 $651K
FMB Wealth Management 0.49% Add +2.4% 6,093 $650K
IMS Capital Management 0.30% Reduce -12.2% 5,768 $650K
Washington Trust Advisors, Inc. 0.06% Add +9.4% 6,077 $648K
Philadelphia Trust Co. 0.05% No change 6,074 $648K
Creekside Partners 0.36% — 6,074 $648K
Wolverine Trading, LLC 0.01% Reduce -9.5% 6,072 $648K
Beacon Financial Advisory LLC 0.24% Reduce -10.7% 6,071 $648K
Ipswich Investment Management Co., Inc. 0.15% Add +0.9% 6,055 $646K
McNaughton Wealth Management, LLC 0.34% Add +0.0% 6,033 $644K
Willow Creek Wealth Management Inc. 0.07% Add +12.3% 6,027 $643K
Brightwater Advisory LLC 0.49% Add +1.0% 6,001 $640K
HFG Advisors, Inc. 0.60% Reduce -15.8% 5,985 $638K
Moneco Advisors, LLC 0.09% Add +12.3% 5,951 $635K
Janney Capital Management LLC 0.04% Reduce -1.1% 5,931 $633K
Navellier & Associates Inc. 0.07% No change 5,910 $630K
Integral Investment Advisors, Inc. 0.23% Add +0.1% 5,951 $630K
Titan Global Capital Management USA LLC 0.10% Reduce -80.6% 5,901 $629K
First National Bank & Trust Co. of Newtown 0.13% Add +3.1% 5,893 $629K
FWG Investments, LLC. 0.63% Add +3.8% 5,875 $627K
Sequent Planning LLC 0.21% Reduce -1.0% 5,879 $622K
Vista Capital Partners, Inc. 0.08% Add +13.2% 5,832 $622K
Liberty Wealth Management LLC 0.11% Add +6865.1% 243,988 $622K
Advisors Capital Management, LLC 0.01% Add +24.3% 5,825 $621K
Kearns & Associates LLC 0.46% No change 5,808 $619K
Horan Capital Advisors, LLC. 0.22% No change 5,796 $618K
Nicolet Bankshares Inc. 0.13% Reduce -4.4% 5,784 $617K
Advanced Asset Management Advisors Inc 0.16% No change 5,781 $617K
PSI Advisors, LLC 0.19% Reduce -80.2% 5,749 $613K
Compass Ion Advisors, LLC 0.09% No change 5,543 $613K
Glass Jacobson Investment Advisors llc 0.22% Add +1.3% 5,725 $611K
W Advisors, LLC 0.40% Add +4.8% 5,724 $611K
Clearbridge Investments, LLC 0.00% Add +2.6% 5,713 $609K
Tempus Wealth Planning, LLC 0.25% Reduce -14.0% 5,710 $609K
Savvy Advisors, Inc. 0.20% Add +32.8% 5,696 $608K
RPG Investment Advisory, LLC 0.09% Add +25.8% 5,680 $606K
BIP Wealth, LLC 0.05% Reduce -1.7% 5,676 $605K
Lazari Capital Management, Inc. 0.27% Add +0.2% 5,673 $605K
Gilman Hill Asset Management, LLC 0.11% No change 5,672 $605K
Ameraudi Asset Management, Inc. 0.28% New 5,670 $605K
CIBC Asset Management Inc 0.00% No change 5,644 $602K
Steel Grove Capital Advisors, LLC 0.08% Add +0.7% 5,614 $599K
North Star Investment Management Corp. 0.04% Add +0.1% 5,604 $598K
Holland Advisory Services, Inc. 0.74% Reduce -41.3% 5,602 $597K
McRae Capital Management Inc. 0.14% Add +1.3% 5,595 $597K
Sunpointe, LLC 0.39% Add +12.1% 5,595 $597K
Donor Advised Charitable Giving, Inc. 0.01% Add +6.0% 5,587 $596K
Banque Pictet & Cie SA 0.01% Reduce -39.6% 5,574 $595K
Asset Allocation & Management Company, LLC 0.39% No change 5,541 $591K
Invst, LLC 0.07% Add +13.7% 5,570 $589K
Alta Wealth Advisors LLC 0.29% Add +2.9% 5,497 $586K
CNB Bank 0.28% Add +0.4% 5,486 $585K
SP Asset Management LLC 0.05% Add +1.9% 5,483 $585K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Add +40.4% 5,480 $584K
Lakeridge Wealth Management LLC 0.35% Reduce -9.8% 5,472 $584K
SpiderRock Advisors, LLC 0.02% Add +25.1% 5,456 $582K
SteelPeak Wealth, LLC 0.03% Add +3.0% 5,440 $580K
Rainey & Randall Wealth Advisors Inc. 0.14% Add +0.2% 5,437 $580K
Donaldson Capital Management, LLC 0.02% Add +61.4% 5,435 $580K
Advisory Alpha, LLC 0.02% Add +3.4% 5,423 $579K
Invenio Wealth Partners LLC 0.29% No change 5,417 $578K
Trust Co 0.07% No change 5,416 $578K
Family Manage LLC 0.10% No change 5,411 $577K
Hoxton Planning & Management, LLC 0.27% Add +0.4% 5,410 $577K
American Institute for Advanced Investment Management, LLP 0.44% Reduce -1.7% 5,396 $576K
Freestone Capital Holdings, LLC 0.02% Reduce -10.7% 5,377 $574K
Ballentine Capital Advisors, Inc 0.30% Reduce -14.3% 5,371 $573K
Correct Capital Wealth Management 0.13% Reduce -3.1% 5,364 $572K
Keeley-Teton Advisors, LLC 0.07% Add +9.7% 5,360 $572K
Lyell Wealth Management, LP 0.05% No change 5,360 $572K
Charter Oak Capital Management, LLC 0.06% Reduce -20.8% 5,343 $570K
WoodTrust Financial Corp 0.09% New 5,337 $569K
Leonard Rickey Investment Advisors P.L.L.C. 0.14% Reduce -4.5% 5,318 $567K
Strategic Financial Planning, Inc. 0.41% No change 5,299 $565K
Debussy Capital Management LP 0.16% Reduce -17.0% 5,294 $565K
Somerset Trust Co 0.23% No change 5,277 $563K
White Pine Capital LLC 0.21% Reduce -0.8% 5,275 $563K
First National Advisers, LLC 0.10% Add +18.9% 5,242 $559K
Ruggaard & Associates LLC 0.26% Reduce -4.6% 5,237 $559K
Brandywine Oak Private Wealth LLC 0.06% Reduce -1.8% 5,233 $558K
Venturi Wealth Management, LLC 0.03% Reduce -3.6% 5,229 $558K
Alhambra Investment Management LLC 0.31% Add +0.3% 5,225 $557K
Trivium Point Advisory, LLC 0.08% New 5,225 $557K
Haverford Financial Services, Inc. 0.17% Reduce -30.6% 5,210 $556K
Exchange Bank 0.47% Reduce -3.6% 5,197 $554K
Market Street Wealth Management Advisors LLC 0.09% Reduce -1.3% 5,125 $547K
Planning Capital Management Corp 0.39% Reduce -2.3% 5,123 $546K
Baker Ellis Asset Management LLC 0.08% No change 5,115 $546K
ETF Store, Inc. 0.56% Reduce -77.8% 5,099 $544K
LifeSteps Financial, Inc. 0.45% No change 5,096 $544K
Levy Wealth Management Group, LLC 0.14% Reduce -0.4% 5,062 $540K
Procyon Advisors, LLC 0.04% Reduce -2.1% 5,052 $539K
Financial Insights, Inc. 0.15% Add +3.8% 5,047 $538K
Doliver Advisors, LP 0.15% Reduce -0.0% 5,043 $538K
Gemmer Asset Management LLC 0.06% Reduce -1.4% 5,000 $533K
CBIZ Investment Advisory Services, LLC 0.03% Add +0.1% 4,985 $532K
Sterling Wealth Management, Inc. 0.25% Reduce -3.1% 4,972 $530K
Mosley Wealth Management 0.45% Add +7.5% 4,970 $530K
Appleton Partners Inc. 0.04% Add +0.7% 4,970 $530K
Smart Money Group LLC 0.19% Reduce -0.1% 4,469 $529K
Cypress Wealth Services, LLC 0.12% Reduce -0.0% 4,945 $527K
Orange Investment Advisors, Inc. 0.07% No change 4,968 $527K
New Potomac Partners, LLC 0.29% Add +0.0% 4,938 $527K
Transform Wealth, LLC 0.04% Reduce -1.3% 4,920 $525K
Bison Wealth, LLC 0.09% No change 4,745 $524K
GW Henssler & Associates Ltd. 0.03% Reduce -13.9% 4,896 $522K
3Chopt Investment Partners, LLC 0.16% New 4,895 $522K
Heartwood Wealth Advisors LLC 0.06% Add +1.9% 4,888 $521K
Foundry Financial Group, Inc. 0.36% Reduce -36.4% 4,877 $520K
Bordeaux Wealth Advisors LLC 0.10% Reduce -10.3% 4,872 $520K
Lion Street Advisors, LLC 0.19% Reduce -2.0% 4,869 $519K
Tyler-Stone Wealth Management 0.21% Add +22.0% 4,856 $518K
Wells Financial Advisors INC 0.34% No change 4,824 $515K
Teamwork Financial Advisors, LLC 0.08% Reduce -45.6% 4,813 $513K
WMG Financial Advisors, LLC 0.27% Reduce -0.2% 4,809 $513K
Buttonwood Financial Advisors Inc. 0.24% Reduce -14.1% 4,795 $511K
Relyea Zuckerberg Hanson LLC 0.09% No change 4,778 $510K
Thomasville National Bank 0.04% Reduce -16.3% 4,772 $509K
Kathleen S. Wright Associates Inc. 0.23% Add +0.5% 4,763 $508K
BTC Capital Management, Inc. 0.05% Add +3.0% 4,763 $508K
Courage Miller Partners, LLC 0.18% No change 4,756 $507K
Beacon Bank & Trust 0.13% No change 4,755 $507K
DT Investment Partners, LLC 0.04% Reduce -2.1% 4,754 $507K
Founders Financial Alliance, LLC 0.15% Add +2.0% 4,729 $504K
Live Oak Private Wealth LLC 0.09% Add +14.9% 4,728 $504K
Saxony Capital Management, LLC 0.55% Reduce -53.9% 4,724 $504K
Wolff Wiese Magana LLC 0.40% Add +198.5% 4,690 $500K
Twin Peaks Wealth Advisors, LLC 0.25% No change 4,689 $500K
Salem Investment Counselors Inc. 0.02% Reduce -24.5% 4,682 $499K
Clear Point Advisors Inc. 0.41% Reduce -1.4% 4,682 $499K
Howard Capital Management Group, LLC 0.04% Reduce -2.0% 4,673 $498K
Global Financial Private Client, LLC 0.21% Add +229.0% 4,662 $497K
S.E.E.D. Planning Group LLC 0.18% Reduce -20.1% 4,655 $496K
Security National Bank 0.07% No change 4,642 $495K
Primoris Wealth Advisors, LLC 0.40% No change 4,639 $495K
Facet Wealth, Inc. 0.02% Add +7.5% 4,200 $494K
Ballast, Inc. 0.15% Add +3.9% 4,596 $490K
T. Rowe Price Associates Inc. 0.00% Reduce -41.0% 4,586 $490K
SeaCrest Wealth Management, LLC 0.06% Reduce -0.1% 4,577 $488K
Financial Council, LLC 0.27% No change 4,573 $488K
Nabity-Jensen Investment Management Inc 0.40% No change 4,567 $487K
Cherry Tree Wealth Management, LLC 0.12% No change 4,562 $487K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $486K
Trademark Financial Management, LLC 0.39% Reduce -19.7% 4,532 $483K
Northwest Investment Counselors, LLC 0.12% Add +3.8% 4,522 $482K
Client 1ST Advisory Group, LLC 0.21% Reduce -19.6% 4,486 $478K
Main Street Group, LTD 0.22% Reduce -5.3% 4,521 $478K
Bowman & Co S.C. 0.28% Add +3.5% 4,474 $477K
FC Advisory LLC 0.17% Reduce -1.9% 4,450 $475K
Whalerock Point Partners, LLC 0.13% Reduce -12.7% 4,449 $475K
Sendero Wealth Management, LLC 0.08% Reduce -1.5% 4,443 $474K
Blueprint Investment Partners LLC 0.10% Reduce -10.2% 4,440 $474K
Uptick Partners, LLC 0.36% Reduce -3.0% 4,282 $473K
Acorn Wealth Advisors, LLC 0.23% Add +11.8% 4,418 $471K
Mitchell Capital Management Co. 0.08% Reduce -2.4% 4,403 $470K
CGN Advisors LLC 0.05% Add +26.0% 4,394 $469K
Jackson Hole Capital Partners, LLC 0.10% Reduce -2.0% 4,389 $468K
Truvestments Capital LLC 0.19% Add +5.0% 4,381 $467K
Silverlake Wealth Management LLC 0.19% New 4,370 $466K
Capital City Trust Co. 0.13% No change 4,329 $462K
VitalStone Financial, LLC 0.33% Reduce -77.2% 4,323 $461K
Paulson Wealth Management Inc. 0.13% Reduce -3.0% 4,316 $460K
Alexander Randolph Advisory, Inc. 0.43% Reduce -0.3% 4,316 $460K
Willner & Heller, LLC 0.44% Add +0.3% 4,308 $459K
Concentrum Wealth Management 0.19% Reduce -4.5% 4,306 $459K
TFB Advisors LLC 0.15% Reduce -0.1% 4,304 $459K
Bouchey Financial Group, Ltd. 0.04% No change 4,308 $459K
Hollow Brook Wealth Management LLC 0.16% No change 4,303 $459K
Melfa Wealth Management, Inc. 0.32% Add +7.5% 4,303 $459K
Hall Kathryn A. 0.11% No change 4,300 $459K
Stokes Family Office, LLC 0.05% Reduce -2.4% 4,285 $457K
Garner Asset Management Corp 0.17% Add +0.2% 4,274 $456K
Shared Vision Wealth Group LLC 0.26% Reduce -1.3% 4,261 $454K
Financial Perspectives, Inc 0.17% Add +5.4% 4,259 $454K
Sage Rhino Capital LLC 0.11% No change 4,249 $453K
Apollon Financial, LLC 0.15% Reduce -2.6% 4,243 $453K
Fermata Advisors, LLC 0.10% Add +2.9% 4,240 $452K
Pine Haven Investment Counsel, Inc 0.39% No change 4,230 $451K
Loudon Investment Management, LLC 0.27% Add +17.2% 4,223 $450K
Alterna Wealth Management, Inc. 0.39% Add +64.8% 4,220 $450K
High Falls Advisors, Inc 0.11% Reduce -5.6% 4,219 $450K
Kovack Advisors, Inc. 0.05% New 4,210 $449K
Pinnacle Financial Group, LLC / IL 0.19% Add +11.4% 4,206 $449K
Gratus Capital, LLC 0.02% Add +40.0% 4,199 $448K
Performance Wealth Partners, LLC 0.02% Reduce -26.4% 4,193 $447K
Weaver Capital Management LLC 0.14% Reduce -3.3% 4,191 $447K
Argent Capital Management LLC 0.01% No change 4,186 $446K
Leisure Capital Management 0.21% No change 4,180 $446K
Peddock Capital Advisors, LLC 0.11% No change 4,177 $446K
Quantinno Capital Management LP 0.01% Reduce -23.6% 4,160 $444K
Gray Wealth Management Inc. 0.19% Add +0.0% 4,112 $439K
Rothschild Capital Partners, LLC 0.13% Add +5.2% 4,103 $438K
Adero Partners, LLC 0.03% No change 4,101 $437K
TD Waterhouse Canada Inc. 0.00% Add +5.7% 4,131 $437K
Private Wealth Management Group, LLC 0.19% Add +22.0% 4,092 $436K
Bensler, LLC 0.06% Reduce -0.4% 4,088 $436K
Stelac Advisory Services LLC 0.18% Reduce -3.4% 4,086 $436K
L.M. Kohn & Company 0.12% Reduce -42.3% 4,085 $436K
Duncker Streett & Co. Inc. 0.08% Add +0.7% 4,076 $435K
17 Capital Partners, LLC 0.31% Add +4.6% 4,060 $433K
3EDGE Asset Management, LP 0.03% Reduce -12.9% 4,053 $432K
Allie Family Office LLC 0.26% No change 4,048 $432K
Plum Street Advisors, LLC 0.25% Reduce -2.6% 4,047 $432K
WR Wealth Planners, LLC 0.13% Reduce -5.5% 4,043 $431K
Roundview Capital LLC 0.03% Reduce -0.8% 4,040 $431K
KCM Investment Advisors LLC 0.02% Reduce -4.9% 4,040 $431K
NCM Capital Management, LLC 0.23% Reduce -0.1% 4,032 $430K
Lantz Financial LLC 0.13% Add +0.3% 4,023 $429K
Aspen Wealth Management LLC 0.15% Reduce -5.3% 4,016 $428K
Mosaic Financial Group, LLC 0.31% Add +0.1% 4,005 $427K
Lam Group, Inc. 0.36% No change 4,000 $427K
Equita Financial Network, Inc. 0.18% New 3,987 $425K
Kooman & Associates 0.17% Add +2.5% 3,977 $424K
LexAurum Advisors, LLC 0.10% Reduce -4.7% 3,973 $424K
West Michigan Advisors, LLC 0.13% Add +13.1% 3,967 $423K
Keystone Wealth Services, LLC 0.13% Add +10.1% 3,945 $421K
Consilium Wealth Advisory, LLC 0.23% Reduce -48.5% 3,934 $420K
FreeGulliver LLC 0.29% Add +57.8% 3,930 $419K
Dentgroup LLC 0.34% Reduce -22.6% 3,929 $419K
High Probability Advisors, LLC 0.08% Reduce -27.1% 3,929 $419K
TruWealth Advisors, LLC 0.03% Add +5.8% 3,917 $418K
Alpha Cubed Investments, LLC 0.02% Add +24.1% 3,912 $417K
Seelaus Asset Management LLC 0.43% Add +0.8% 3,907 $417K
Sound Financial Strategies Group, LLC 0.36% New 3,894 $415K
True Link Financial Advisors, LLC 0.04% Reduce -15.3% 3,887 $415K
WealthPLAN Partners, LLC 0.04% Reduce -7.8% 3,880 $414K
Aufman Associates Inc 0.29% Add +0.2% 3,877 $413K
Ironwood Investment Counsel, LLC 0.07% Reduce -2.9% 3,874 $413K
Howard Wealth Management, LLC 0.33% Add +0.1% 3,873 $413K
Archvest Wealth Advisors, Inc. 0.27% Reduce -1.2% 3,902 $413K
Nilsine Partners, LLC 0.06% No change 3,862 $412K
Arbor Wealth Advisors LLC 0.40% No change 3,824 $408K
Patten Group, Inc. 0.10% Reduce -0.5% 3,817 $407K
Washington Trust Bank 0.04% No change 3,813 $407K
LongView Wealth Management 0.15% Reduce -6.2% 3,809 $406K
Altus Wealth Group LLC 0.20% Add +5.3% 3,804 $406K
Orgel Wealth Management, LLC 0.01% Reduce -5.1% 3,801 $405K
Guyasuta Investment Advisors Inc. 0.03% No change 3,737 $405K
Powell Investment Advisors, LLC 0.21% Reduce -15.1% 3,776 $403K
Alerus Financial NA 0.03% No change 3,773 $402K
Legacy Financial Advisors, Inc. 0.07% Reduce -75.3% 3,772 $402K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -0.7% 3,761 $401K
Safeguard Financial, LLC 0.11% New 3,752 $400K
Axiom Advisory, LLC 0.00% New 3,730 $399K
Smith Anglin Financial, LLC 0.04% Reduce -8.0% 3,740 $399K
Sentinel Trust Co. Lba 0.05% Add +1.4% 3,724 $397K
Ifrah Financial Services, Inc. 0.11% Add +1.4% 3,718 $397K
Legacy PCG, LLC 0.25% Reduce -4.0% 3,692 $394K
Studio Investment Management LLC 0.09% Add +65.7% 3,672 $392K
Great Lakes Advisors, LLC 0.00% Reduce -12.3% 3,671 $392K
Kathmere Capital Management, LLC 0.04% Reduce -0.6% 3,665 $391K
FourThought Financial Partners, LLC 0.05% No change 3,663 $391K
Householder Group Estate & Retirement Specialist, LLC 0.11% Reduce -3.8% 3,664 $390K
Private Management Group Inc. 0.01% New 3,650 $389K
Concord Wealth Partners 0.07% Reduce -2.4% 3,648 $389K
Bank of New Hampshire 0.10% No change 3,639 $388K
Winthrop Advisory Group LLC 0.05% Reduce -22.9% 3,636 $388K
Fortis Capital Advisors, LLC 0.14% Add +4.5% 3,632 $387K
Independent Wealth Network Inc. 0.18% Add +0.7% 3,624 $387K
JB Capital LLC 0.02% Add +28.1% 3,618 $386K
AlphaStar Capital Management, LLC 0.04% Add +1.8% 3,606 $385K
Sentry LLC 0.07% No change 3,604 $384K
ARS Wealth Advisors Group, LLC 0.05% Add +1.8% 3,601 $384K
Octavia Wealth Advisors, LLC 0.05% Reduce -8.3% 3,598 $384K
Wealth Quarterback LLC 0.22% Add +2.4% 3,589 $383K
Merriman Wealth Management, LLC 0.02% Reduce -93.1% 3,582 $382K
Patton Albertson Miller Group, LLC 0.05% Reduce -19.6% 3,568 $381K
Wiser Advisor Group LLC 0.60% Add +3.5% 3,566 $380K
Sinecera Capital, LLC 0.52% No change 3,537 $377K
Collective Family Office LLC 0.11% Add +63.2% 3,534 $377K
Fortitude Advisory Group L.L.C. 0.22% Reduce -12.4% 3,508 $374K
Strategic Financial Concepts, LLC 0.22% Add +3330.1% 289,225 $373K
Foster & Motley Inc. 0.03% Reduce -13.1% 3,497 $373K
Rf&l Wealth Management, LLC 0.28% No change 3,484 $372K
Trail Ridge Investment Advisors, LLC 0.19% Reduce -0.5% 3,483 $371K
Hartford Financial Management Inc. 0.08% No change 3,478 $371K
Daymark Wealth Partners, LLC 0.02% New 3,472 $370K
Russell Investments Group, Ltd. 0.00% Add +329.5% 3,449 $368K
Capital Investment Counsel, LLC 0.07% Reduce -5.8% 3,445 $367K
Planning Directions Inc. 0.25% Add +9.1% 3,425 $365K
IAG Wealth Partners, LLC 0.07% Reduce -5.2% 3,422 $365K
Signature Wealth Management Partners, LLC 0.28% Add +0.6% 3,411 $364K
Nadler Financial Group, Inc. 0.04% Reduce -6.4% 3,406 $363K
Kimelman & Baird, LLC 0.03% — 3,400 $363K
Poehling Capital Management, INC. 0.10% No change 3,393 $362K
CFM Wealth Partners LLC 0.07% No change 3,369 $359K
Mairs & Power Inc. 0.00% Add +72.6% 3,358 $358K
TrueWealth Advisors, LLC 0.13% Reduce -38.2% 3,336 $356K
Two Sigma Securities, LLC 0.02% Reduce -67.7% 3,334 $356K
Glassman Wealth Services 0.07% Reduce -9.3% 3,320 $354K
Everett Harris & Co. 0.00% Reduce -23.2% 3,313 $353K
O'ROURKE & COMPANY, Inc 0.20% No change 3,312 $353K
Formidable Asset Management, LLC 0.06% Add +1.3% 3,300 $352K
Blue Bell Private Wealth Management, LLC 0.07% Add +7.0% 3,296 $352K
Smith Salley Wealth Management 0.03% New 3,290 $351K
Sage Capital Management, LLC 0.18% Add +0.2% 3,277 $350K
Fund Evaluation Group, LLC 0.02% Add +1.3% 3,272 $349K
Dunhill Financial, LLC 0.22% Reduce -3.3% 3,270 $349K
Frank, Rimerman Advisors LLC 0.02% Reduce -0.0% 3,263 $348K
William Howard & Co Financial Advisors Inc 0.32% New 3,269 $348K
Segment Wealth Management, LLC 0.03% No change 3,254 $347K
Penobscot Wealth Management 0.21% Reduce -3.8% 3,284 $347K
Clarity Wealth Advisors, LLC 0.11% Add +6.6% 3,250 $347K
Goodwin Investment Advisory 0.16% Reduce -3.8% 3,244 $346K
CHURCHILL MANAGEMENT Corp 0.00% New 3,228 $344K
Monterey Private Wealth, Inc. 0.13% Reduce -5.0% 3,225 $344K
Virtue Capital Management, LLC 0.06% Reduce -1.5% 2,958 $344K
Latitude Advisors, LLC 0.21% Reduce -42.8% 3,221 $344K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% New 3,215 $343K
New Insight Wealth Advisors 0.20% Add +2.5% 3,211 $342K
Hanson & Doremus Investment Management 0.06% No change 3,186 $340K
Clear Harbor Asset Management, LLC 0.03% Add +2.8% 3,168 $338K
Heritage Trust Co 0.04% No change 3,168 $338K
Forte Capital LLC 0.04% No change 3,168 $338K
AQR Capital Management 0.00% Add +20.7% 3,164 $337K
Northside Capital Management, LLC 0.06% No change 3,158 $337K
Juncture Wealth Strategies, LLC 0.14% Reduce -17.8% 3,155 $337K
Cim, LLC 0.05% No change 2,976 $335K
Bluespring Wealth Management, LLC 0.04% Add +0.4% 3,135 $334K
Peloton Wealth Strategists 0.14% Add +11.2% 3,134 $334K
Financial Life Advisors 0.14% Reduce -8.3% 3,128 $334K
S.A. Mason LLC 0.19% Add +43.2% 3,127 $334K
Castle Wealth Management LLC 0.16% Reduce -26.6% 3,124 $333K
Investment Partners Asset Management, Inc. 0.30% No change 3,114 $332K
Highland Capital Management, LLC 0.02% No change 3,114 $332K
Oxinas Partners, LLC 0.22% Reduce -23.1% 3,111 $332K
Horizon Investment Services, LLC 0.16% Add +0.0% 3,110 $332K
Adams Wealth Management 0.08% Add +0.1% 3,105 $331K
CacheTech Inc. 0.08% — 3,105 $331K
Vident Advisory, LLC 0.01% New 3,098 $330K
FSA Advisors, Inc. 0.34% Add +16.2% 3,079 $329K
RMR Capital Management, LLC 0.30% No change 3,083 $329K
Webster Bank, N. A. 0.04% No change 3,081 $329K
Murphy, Middleton, Hinkle & Parker, Inc. 0.19% No change 3,080 $329K
HRT Financial LP 0.00% New 3,075 $327K
Beacon Bridge Wealth Partners, LLC 0.15% Reduce -37.3% 3,054 $326K
Arax Advisory Partners 0.03% Add +0.2% 3,054 $326K
Partners in Financial Planning 0.07% Add +0.0% 3,047 $325K
Boston Trust Walden Corp 0.00% No change 3,033 $324K
Ballast Advisors LLC 0.10% Reduce -25.6% 3,018 $322K
Oarsman Capital, Inc. 0.07% Add +0.9% 3,018 $322K
Confluence Wealth Services, Inc. 0.03% Add +0.3% 3,013 $321K
Newport Capital Group, LLC 0.25% — 3,009 $321K
RPg Family Wealth Advisory, LLC 0.11% No change 3,004 $320K
TCI Wealth Advisors, Inc. 0.03% Add +3.2% 3,003 $320K
Rovin Capital /Ut/ 0.13% Add +60.3% 2,996 $320K
Selway Asset Management 0.13% No change 3,000 $320K
Fayez Sarofim & Co 0.00% No change 2,996 $320K
Peterson Wealth Services 0.11% Reduce -9.6% 2,989 $319K
KFG Wealth Management, LLC 0.13% Add +5.8% 2,986 $318K
GDS Wealth Management 0.03% Reduce -23.1% 2,972 $317K
Heritage Wealth Management, LLC 0.18% Reduce -2.9% 2,970 $317K
Heritage Family Offices, LLP 0.18% — 2,970 $317K
Shelter Mutual Insurance Co 0.08% No change 2,960 $316K
DDD Partners, LLC 0.04% Reduce -1.0% 2,959 $316K
JGP Wealth Management, LLC 0.04% Reduce -10.8% 2,957 $315K
Patten & Patten Inc. 0.02% Add +0.2% 2,955 $315K
Woodmont Investment Counsel LLC 0.03% No change 2,953 $315K
Bfsg, LLC 0.04% Reduce -4.1% 2,946 $314K
Southland Equity Partners LLC 0.09% Reduce -9.1% 2,937 $313K
LVW Advisors, LLC 0.05% Add +24.7% 2,934 $313K
Canandaigua National Bank & Trust Co. 0.03% New 2,933 $313K
Elevated Capital Advisors, LLC 0.09% Reduce -5.4% 2,931 $313K
Aries Wealth Management 0.10% Add +8.8% 2,927 $312K
Clarity Capital Advisors, LLC 0.24% Add +0.3% 2,925 $312K
Colton Groome Financial Advisors, LLC 0.12% Reduce -5.3% 2,923 $312K
BSW Wealth Partners 0.05% Reduce -3.9% 2,915 $311K
Checchi Capital Advisers, LLC 0.02% No change 2,906 $310K
Advus Financial Partners, LLC 0.09% Reduce -3.7% 2,901 $309K
Total Clarity Wealth Management, Inc. 0.11% Reduce -4.5% 2,897 $309K
Garden State Investment Advisory Services LLC 0.11% Reduce -10.2% 2,889 $308K
Acorn Financial Advisory Services Inc. 0.06% Reduce -2.7% 2,885 $308K
Hobbs Group Advisors, LLC 0.12% — 2,883 $308K
Curtis Advisory Group, LLC 0.11% Add +0.6% 2,868 $306K
Eubel Brady & Suttman Asset Management Inc. 0.05% Reduce -59.9% 2,858 $305K
Paragon Capital Management LLC 0.16% No change 2,859 $305K
D.B. Root & Company, LLC 0.10% Add +6.4% 2,854 $304K
Running Point Capital Advisors, LLC 0.13% Add +1.1% 2,850 $304K
Buffington Mohr McNeal 0.05% Reduce -0.9% 2,845 $303K
Selective Wealth Management, Inc. 0.13% Reduce -2.0% 2,870 $303K
Two West Capital Advisors LLC 0.29% — 2,838 $303K
Petra Financial Advisors Inc. 0.22% Reduce -6.5% 2,828 $302K
Palumbo Wealth Management LLC 0.13% Reduce -42.3% 2,822 $301K
Avestar Capital, LLC 0.03% New 2,815 $300K
Armstrong Henry H Associates Inc. 0.03% New 2,811 $300K
Peregrine Asset Advisers, Inc. 0.12% Reduce -2.9% 2,806 $299K
Capstone Financial Advisors, Inc. 0.02% Reduce -6.8% 2,804 $299K
Epiq Partners, LLC 0.20% No change 2,800 $299K
Carson Advisory Inc. 0.21% Reduce -0.1% 2,786 $297K
Spotlight Asset Group, Inc. 0.21% Reduce -5.6% 2,775 $296K
Stephen J. Garry & Associates, LLC 0.30% No change 2,767 $295K
Gerber, LLC 0.23% No change 2,740 $292K
Wallace Advisory Group, LLC 0.21% No change 2,740 $292K
Rothschild Investment LLC 0.02% Reduce -36.2% 2,736 $292K
LifePro Asset Management 0.21% Reduce -1.0% 2,733 $292K
Seascape Capital Management 0.11% Reduce -6.0% 2,710 $289K
HTLF Bank 0.03% No change 2,704 $288K
Dopkins Wealth Management, LLC 0.18% Reduce -3.9% 2,701 $288K
Callan Capital, LLC 0.02% Add +30.9% 2,701 $288K
ARS Investment Partners, LLC 0.03% No change 2,700 $288K
M3 Advisory Group, LLC 0.24% Reduce -16.7% 2,699 $288K
Proficio Capital Partners LLC 0.03% Reduce -77.1% 2,693 $287K
Costello Asset Management, INC 0.21% Add +10.1% 2,692 $287K
Fielder Capital Group LLC 0.11% New 2,678 $286K
Dagco, Inc. 0.13% No change 2,666 $284K
Core Wealth Partners LLC 0.19% Add +1.9% 2,664 $284K
Parkside Advisors LLC 0.07% No change 2,664 $284K
Cape Investment Advisory, Inc. 0.13% Add +152.6% 2,660 $284K
Ausdal Financial Partners, Inc. 0.03% Reduce -2.0% 2,654 $283K
Collaborative Wealth Managment Inc. 0.14% Add +4.8% 2,645 $282K
AA Financial Advisors, LLC 0.10% Add +0.0% 2,633 $281K
Upper Left Wealth Management, LLC 0.25% Reduce -1.4% 2,620 $279K
Fairman Group, LLC 0.28% Add +6.9% 2,618 $279K
Brand Asset Management Group, Inc. 0.12% No change 2,618 $279K
Stiles Financial Services Inc 0.11% Reduce -3.5% 2,612 $279K
Bond & Devick Financial Network, Inc. 0.15% Add +16.3% 2,606 $278K
Curated Wealth Partners LLC 0.04% — 2,601 $277K
Investment Partners, LTD. 0.12% Add +0.1% 2,597 $277K
Sugarloaf Wealth Management, LLC 0.05% Reduce -4.2% 2,595 $277K
Davies Financial Advisors, Inc. 0.26% Reduce -6.5% 2,593 $277K
GM Advisory Group, LLC 0.02% Add +18.1% 2,588 $276K
Sanders Morris Harris LLC 0.05% New 2,578 $275K
Members Wealth LLC 0.18% — 2,414 $270K
Stablepoint Partners, LLC 0.05% New 2,310 $270K
Sand Hill Global Advisors, LLC 0.01% New 2,533 $270K
Clearview Wealth Advisors LLC 0.24% Reduce -3.0% 2,532 $270K
Azimuth Capital Investment Management LLC 0.01% Add +3.9% 2,512 $268K
Compass Financial Group, INC 0.06% Reduce -13.1% 2,510 $268K
Kaydan Wealth Management, Inc. 0.09% Add +8.1% 2,509 $268K
BCGM Wealth Management, LLC 0.09% Reduce -7.0% 2,507 $267K
GFG Capital, LLC 0.07% Add +0.4% 2,505 $267K
Faithward Advisors, LLC 0.05% Reduce -85.0% 2,504 $267K
Trust Co of the South 0.06% Add +0.2% 2,501 $267K
ICONIQ Capital, LLC 0.01% Add +0.4% 2,501 $267K
Beacon Capital Management, LLC 0.05% Reduce -21.8% 2,494 $266K
Ehrlich Financial Group 0.21% Reduce -55.4% 2,493 $266K
Denver Wealth Management, Inc. 0.13% Add +0.1% 2,482 $265K
Colonial River Investments, LLC 0.14% Reduce -1.6% 2,476 $264K
E&G Advisors, LLC 0.08% No change 2,476 $264K
LMG Wealth Partners, LLC 0.07% Add +10.8% 2,475 $264K
Hunter Associates Investment Management LLC 0.04% Reduce -42.2% 2,465 $262K
D L Carlson Investment Group Inc. 0.05% Reduce -1.0% 2,446 $261K
Terril Brothers, Inc. 0.09% No change 2,444 $261K
FF Advisors,LLC 0.18% Add +17.9% 2,442 $260K
Nicholas Hoffman & Company, LLC. 0.01% No change 2,436 $260K
Ascent Wealth Partners, LLC 0.04% Add +14.9% 2,434 $260K
Palo Alto Wealth Advisors, LLC 0.18% Reduce -25.1% 2,430 $259K
Norden Group LLC 0.05% Add +14.3% 2,429 $259K
Legacy Capital Wealth Partners, LLC 0.07% New 2,415 $258K
Cohen Klingenstein LLC 0.01% No change 2,400 $256K
Sonoma Private Wealth LLC 0.41% No change 2,395 $255K
SFG Wealth Management, LLC. 0.15% Reduce -3.7% 2,392 $255K
West Bancorporation Inc. 0.19% Reduce -15.7% 2,381 $254K
Strategic Wealth Investment Group, LLC 0.03% — 2,385 $252K
Petix & Botte Co 0.07% Reduce -97.3% 2,363 $252K
Schnieders Capital Management LLC 0.05% No change 2,363 $252K
City State Bank 0.10% No change 2,358 $252K
Institute for Wealth Management, LLC. 0.03% Add +18.1% 2,355 $251K
Investmark Advisory Group LLC 0.13% Add +0.3% 2,351 $251K
Augustine Asset Management Inc. 0.10% Add +21.3% 2,348 $250K
Forthright Family Wealth Advisory LLC 0.16% No change 2,345 $250K
Aberdeen Wealth Management LLC 0.17% No change 2,330 $249K
4J Wealth Management LLC 0.21% Reduce -1.9% 2,330 $249K
Addison Advisors LLC 0.08% Add +49.8% 2,329 $248K
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -13.4% 2,328 $248K
GLOBALT Investments LLC / GA 0.01% No change 2,327 $248K
Vanguard Personalized Indexing Management, LLC 0.00% New 2,325 $248K
Heritage Financial Services, LLC 0.04% Reduce -2.7% 2,324 $248K
Fort Pitt Capital Group, LLC 0.01% Add +0.0% 2,321 $248K
Cascade Financial Partners, LLC 0.03% Add +1.6% 2,315 $247K
Horst & Graben Wealth Management LLC 0.05% Reduce -7.3% 2,313 $247K
Avondale Wealth Management 0.17% Reduce -35.3% 2,292 $244K
Sfmg, LLC 0.02% Add +4.3% 2,288 $244K
Wade Financial Advisory, Inc 0.09% No change 2,264 $241K
Rosenberg Matthew Hamilton 0.07% Add +20.5% 2,279 $241K
Diversified, LLC 0.03% New 2,255 $241K
Tanager Wealth Management LLP 0.04% New 2,253 $240K
Forum Financial Management, LP 0.00% Reduce -95.7% 2,253 $240K
Walden Wealth Partners LLC 0.13% Add +4.9% 2,245 $239K
Community Bank & Trust, Waco, Texas 0.06% No change 2,243 $239K
FWG Holdings, LLC 0.12% Reduce -25.6% 2,053 $239K
MJP Associates Inc. 0.05% Reduce -0.4% 2,237 $239K
Clearstead Trust, LLC 0.06% No change 2,227 $238K
CPA Asset Management Group, LLC 0.13% No change 2,218 $237K
Chris Bulman Inc 0.16% — 2,211 $236K
Farmers National Bank 0.07% Reduce -0.4% 2,210 $236K
DDFG, Inc 0.07% Add +0.2% 2,206 $235K
Sandbox Financial Partners, LLC 0.09% Add +3.5% 2,202 $235K
Old Mission Capital LLC 0.01% New 2,201 $235K
Private Capital Management, LLC 0.03% Add +0.1% 2,196 $234K
Blodgett Wealth Advisors, LLC 0.20% No change 2,195 $234K
Atlas Private Wealth Advisors 0.04% New 2,193 $234K
McAdam, LLC 0.01% New 2,188 $233K
Beaton Management Co. Inc. 0.13% No change 2,189 $233K
Zullo Investment Group, Inc. 0.10% Reduce -2.6% 2,172 $232K
Lantern Wealth Advisors, LLC 0.17% Reduce -12.4% 2,168 $231K
ORBA Wealth Advisors, L.L.C. 0.12% Add +7.4% 2,164 $231K
True Vision MN LLC 0.15% Reduce -0.2% 2,164 $231K
Private Client Services, LLC 0.14% Reduce -2.6% 2,154 $230K
Rodgers Brothers Inc. 0.03% No change 2,148 $229K
Madrona Financial Services, LLC 0.07% Reduce -4.0% 2,145 $229K
Hill Island Financial LLC 0.07% Reduce -29.5% 2,145 $229K
Bernardo Wealth Planning LLC 0.06% Reduce -6.7% 2,138 $228K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -28.6% 2,132 $227K
Northwest Wealth Management, LLC 0.06% Add +1.5% 2,132 $227K
Connors Investor Services Inc. 0.02% Reduce -8.1% 2,131 $227K
SRH Advisors, LLC 0.08% No change 2,129 $227K
Rollins Financial Advisors, LLC 0.04% Reduce -44.8% 2,128 $227K
Wagner Wealth Management, LLC 0.07% No change 2,124 $227K
Amarillo National Bank 0.04% Add +2.2% 2,121 $226K
ICW Investment Advisors LLC 0.10% No change 2,120 $226K
Stonebridge Capital Advisors LLC 0.02% No change 2,118 $226K
MIdWestOne Financial Group, Inc. 0.04% No change 2,110 $225K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,110 $225K
F&V Capital Management, LLC 0.07% Reduce -18.5% 2,110 $225K
United Advisor Group, LLC 0.07% New 2,106 $225K
Kapstone Financial Advisors LLC 0.15% No change 2,093 $223K
Patron Partners, LLC 0.13% Reduce -8.2% 2,088 $223K
Symphony Financial, Ltd. Co. 0.04% Add +12.6% 2,081 $221K
Mosaic Family Wealth Partners, LLC 0.04% No change 2,069 $221K
Schorn Wealth LLC 0.08% No change 2,054 $219K
Park National Corp. 0.01% Add +1.5% 2,050 $219K
LifePlan Financial, LLC 0.20% Add +4.3% 2,047 $218K
Cherry Creek Investment Advisors, Inc. 0.11% Add +0.4% 2,037 $217K
Meridian Wealth Advisors, LLC 0.04% Reduce -10.5% 2,036 $217K
Catalina Capital Group, LLC 0.08% Reduce -74.9% 2,028 $216K
Integrity Wealth Solutions LLC 0.14% Add +1.9% 2,026 $216K
Welch Group, LLC 0.01% Reduce -25.7% 2,025 $216K
Rockbridge Investment Management, LCC 0.03% Reduce -2.2% 2,025 $216K
Petredis Investment Advisors LLC 0.02% No change 2,020 $215K
ICA Group Wealth Management, LLC 0.13% Reduce -95.0% 2,017 $215K
Phillips Wealth Planners LLC 0.23% Add +2.9% 2,011 $215K
Tenon Financial LLC 0.17% Add +5.0% 2,007 $214K
Seneca Financial Advisors LLC 0.11% New 2,007 $214K
St Germain D J Co. Inc. 0.01% Add +3.4% 2,001 $213K
Eclectic Associates Inc. 0.09% No change 2,000 $213K
TCP Asset Management, LLC 0.05% Reduce -11.1% 1,999 $213K
Avantax Planning Partners, Inc. 0.01% Reduce -0.8% 1,997 $213K
Raymond James Trust Co. of NH 1.98% Reduce -0.8% 1,996 $213K
United Asset Strategies, Inc. 0.02% New 1,996 $213K
Maryland Capital Advisors Inc. 0.11% No change 1,986 $212K
Oak Harvest Investment Services 0.03% Add +7.8% 1,973 $210K
Pacific Sage Partners, LLC 0.05% No change 1,972 $210K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 1,972 $210K
Western Financial Corp 0.13% New 1,966 $210K
StrongBox Wealth, LLC 0.10% Reduce -80.5% 1,957 $209K
Dogwood Wealth Management LLC 0.13% Reduce -22.0% 1,954 $208K
New World Advisors LLC 0.06% Add +3.3% 1,952 $208K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,946 $208K
Berger Financial Group, Inc 0.02% Reduce -41.1% 1,942 $207K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -53.0% 1,942 $207K
Apeiron RIA LLC 0.06% Add +0.6% 1,933 $206K
LM Advisors LLC 0.04% No change 1,927 $206K
Blue Edge Capital, LLC 0.03% New 1,928 $206K
Baker Tilly Wealth Management, LLC 0.08% Reduce -33.3% 1,918 $205K
Weaver Consulting Group 0.07% Reduce -2.9% 1,918 $205K
Baldwin Wealth Partners LLC 0.02% Reduce -57.4% 1,915 $204K
Fca Corp. 0.07% No change 1,910 $204K
Moody Aldrich Partners LLC 0.04% No change 1,900 $203K
Two Sigma Investments, LP 0.00% Reduce -89.8% 1,900 $203K
GeoWealth Management, LLC 0.01% Add +17.7% 1,898 $202K
Redmond Asset Management, LLC 0.07% New 1,890 $202K
Towerpoint Wealth, LLC 0.10% Add +0.3% 1,885 $201K
Nicollet Investment Management, Inc. 0.07% No change 1,885 $201K
Marco Investment Management LLC 0.02% Reduce -0.1% 1,883 $201K
Stonebrook Private Inc. 0.06% Reduce -9.1% 1,878 $200K
Valued Wealth Advisors LLC 0.14% No change 1,876 $200K
Manchester Capital Management LLC 0.02% No change 1,858 $198K
Gen-Wealth Partners Inc 0.10% Reduce -7.3% 1,852 $198K
AlphaCore Capital LLC 0.05% Add +15.1% 1,834 $196K
Front Row Advisors LLC 0.07% Add +5.8% 1,833 $196K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +20.7% 1,828 $195K
First Financial Corp. 0.10% Reduce -0.2% 1,818 $194K
Schroder Investment Management Group 0.00% No change 1,800 $190K
Investment Research & Advisory Group, Inc. 0.08% No change 1,776 $189K
Bogart Wealth, LLC 0.01% Reduce -5.0% 1,748 $186K
GPS Wealth Strategies Group, LLC 0.03% Add +32.9% 1,741 $186K
M&R Capital Management Inc. 0.04% Add +1.1% 1,712 $183K
Eagle Bay Advisors LLC 0.11% Reduce -60.9% 1,702 $182K
Voisard Asset Management Group, Inc. 0.09% Add +1.1% 1,688 $180K
Kiely Wealth Advisory Group, Inc. 0.10% Add +78.8% 1,618 $178K
GoalVest Advisory LLC 0.06% No change 1,666 $178K
EnRich Financial Partners LLC 0.06% New 1,635 $174K
Legacy Bridge, LLC 0.10% No change 1,633 $174K
Optimum Investment Advisors 0.08% No change 1,629 $174K
Quent Capital, LLC 0.02% No change 1,618 $173K
Princeton Global Asset Management LLC 0.04% Add +447.1% 1,614 $172K
Laffer Tengler Investments, Inc. 0.04% No change 1,610 $172K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +41.5% 1,607 $171K
Islay Capital Management, LLC 0.12% Add +1.9% 1,583 $169K
Headlands Technologies LLC 0.02% New 1,551 $165K
Red Tortoise LLC 0.09% No change 1,545 $165K
Iron Horse Wealth Management, LLC 0.06% No change 1,540 $164K
Annis Gardner Whiting Capital Advisors, LLC 0.05% No change 1,529 $163K
Hazlett, Burt & Watson, Inc. 0.08% Reduce -35.7% 1,505 $161K
Raffa Wealth Management, LLC 0.05% Add +56.1% 1,503 $160K
Angeles Wealth Management, LLC 0.01% No change 1,495 $159K
Disciplina Capital Management LLC 0.03% Add +170.4% 2,715 $159K
MGB Wealth Management, LLC 0.06% Reduce -9.3% 1,380 $154K
Unique Wealth Strategies, LLC 0.07% New 1,339 $148K
Family Asset Management, LLC 0.09% Add +2.9% 1,378 $147K
Gradient Investments LLC 0.00% Add +30.1% 1,359 $145K
CGC Financial Services, LLC 0.06% No change 1,348 $144K
Atwood & Palmer Inc. 0.01% Add +3.6% 1,338 $143K
Elgethun Capital Management 0.04% Add +0.1% 1,313 $140K
Armor Investment Advisors, LLC 0.06% Add +2.8% 1,303 $139K
Register Financial Advisors LLC 0.07% Reduce -29.6% 1,298 $138K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,283 $137K
Granite Investment Partners, LLC 0.01% No change 1,270 $135K
Country Trust Bank 0.00% Reduce -82.6% 1,223 $130K
Activest Wealth Management 0.04% Reduce -51.4% 1,207 $129K
Evensky & Katz LLC 0.01% Reduce -21.7% 1,202 $128K
Pacific Capital Wealth Advisors, Inc. 0.02% Add +252.7% 1,171 $125K
London Co. of Virginia 0.00% Add +0.0% 1,153 $123K
Caitlin John, LLC 0.09% Reduce -14.2% 1,138 $121K
Pacifica Partners Inc. 0.05% Add +4.2% 1,113 $118K
Morling Financial Advisors, LLC 0.05% No change 1,088 $116K
Logan Capital Management Inc. 0.00% Add +4.5% 1,045 $111K
Lowe Wealth Advisors, LLC 0.05% Add +690.8% 1,036 $111K
Morton Brown Family Wealth, LLC 0.04% Reduce -1.8% 953 $109K
Independence Bank of Kentucky 0.03% Add +4980.0% 1,016 $108K
Stone House Investment Management, LLC 0.03% Reduce -6.7% 997 $106K
Ashton Thomas Securities, LLC 0.03% — 942 $106K
Smartleaf Asset Management LLC 0.02% Reduce -9.8% 995 $105K
Pineridge Advisors LLC 0.04% Add +58.2% 973 $104K
Cardinal Strategic Wealth Guidance 0.04% Reduce -13.2% 959 $102K
Versant Capital Management, Inc 0.03% No change 950 $101K
HHM Wealth Advisors, LLC 0.02% No change 948 $101K
Tucker Asset Management LLC 0.02% Add +20.5% 946 $101K
Guardian Wealth Advisors, LLC / NC 0.01% Add +2.5% 944 $101K
MTM Investment Management, LLC 0.04% Add +3.5% 920 $98K
Pin Oak Investment Advisors Inc. 0.09% Reduce -22.3% 912 $97K
Ransom Advisory, Ltd 0.05% Add +16.5% 889 $95K
West Branch Capital LLC 0.04% Reduce -13.7% 885 $94K
Financial Network Wealth Advisors LLC 0.07% New 855 $93K
Global Wealth Strategies & Associates 0.03% Add +2.7% 866 $92K
Creative Capital Management Investments LLC 0.04% Reduce -7.6% 850 $91K
Great Lakes Retirement, Inc. 0.01% New 831 $89K
Acima Private Wealth, LLC 0.03% No change 830 $89K
Arjuna Capital 0.02% New 826 $88K
Clean Yield Group 0.03% No change 800 $85K
Strengthening Families & Communities, LLC 0.02% New 795 $85K
Tanglewood Legacy Advisors, LLC 0.04% No change 788 $84K
Richardson Capital Management LLC 0.06% Reduce -10.4% 784 $84K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $83K
Bear Mountain Capital, Inc. 0.03% No change 744 $83K
Banque Cantonale Vaudoise 0.00% No change 738 $79K
JDM Financial Group LLC 0.05% Add +16.1% 727 $78K
Hexagon Capital Partners LLC 0.02% Reduce -2.9% 704 $75K
Old Second National Bank of Aurora 0.02% No change 692 $74K
Anchor Investment Management, LLC 0.01% No change 681 $73K
NFSG Corp 0.03% Reduce -43.2% 671 $72K
Mendota Financial Group, LLC 0.04% Reduce -26.4% 659 $70K
Denver PWM, LLC 0.03% New 641 $68K
Benjamin Edwards Inc. 0.01% Add +7.0% 639 $68K
Piscataqua Savings Bank 0.06% No change 635 $68K
Institutional & Family Asset Management, LLC 0.01% No change 620 $66K
Financial Gravity Asset Management, Inc. 0.02% Reduce -71.8% 604 $64K
Mill Capital Management, LLC 0.01% No change 600 $64K
REAP Financial Group, LLC 0.02% Add +0.5% 592 $63K
Provenance Wealth Advisors, LLC 0.01% Add +44.6% 587 $63K
Stephens Consulting, LLC 0.02% Reduce -23.3% 565 $60K
Nemes Rush Group LLC 0.01% Reduce -15.2% 559 $60K
FWL Investment Management, LLC 0.03% New 550 $59K
First Personal Financial Services 0.01% No change 544 $58K
Coston, McIsaac & Partners 0.02% No change 553 $58K
Fairscale Capital, LLC 0.05% — 495 $58K
Financial Connections Group, Inc. 0.03% New 513 $54K
Rise Advisors, LLC 0.03% Add +0.4% 506 $54K
WealthCollab, LLC 0.04% No change 502 $54K
Hamilton Point Investment Advisors, LLC 0.01% No change 500 $53K
Winch Advisory Services, LLC 0.02% No change 496 $53K
Davis Capital Management 0.05% No change 497 $53K
Capital Investment Counsel, Inc 0.01% Reduce -12.4% 475 $51K
Criterion Capital Advisors, LLC 0.03% No change 474 $51K
Beaird Harris Wealth Management, LLC 0.00% Add +21.9% 474 $51K
Sanctuary Wealth Management, L.L.C. 0.04% Add +10.8% 473 $50K
Cypress Capital, LLC 0.01% New 472 $50K
Bray Capital Advisors 0.01% No change 455 $49K
Evolution Advisers, Inc. 0.03% No change 444 $47K
Pingora Partners LLC 0.03% No change 409 $44K
Toth Financial Advisory Corp. 0.01% Reduce -16.6% 408 $44K
Robinswood Financial LLC 0.02% New 403 $43K
Kelly Financial Services LLC 0.01% Reduce -23.9% 391 $42K
HWG Holdings LP 0.02% — 386 $41K
Raleigh Capital Management Inc. 0.02% Add +0.6% 368 $39K
RE Dickinson Investment Advisors, LLC 0.02% No change 366 $39K
Elevate Wealth Advisory, Inc. 0.03% No change 361 $39K
Northwest Capital Management Inc 0.01% Reduce -83.6% 351 $37K
Loomis Sayles & Co. L P 0.00% Add +4.2% 345 $37K
DHJJ Financial Advisors, Ltd. 0.02% Add +407.5% 340 $36K
Janiczek Wealth Management, LLC 0.01% Add +7.3% 338 $36K
Perkins Coie Trust Co 0.01% No change 338 $36K
WFA Asset Management Corp 0.02% No change 330 $35K
Tidemark, LLC 0.02% Reduce -33.6% 326 $35K
Advantage Trust Co 0.02% No change 307 $33K
BBJS Financial Advisors, LLC 0.01% No change 299 $32K
Riverview Trust Co 0.03% No change 297 $32K
C M Bidwell & Associates Ltd. 0.02% No change 291 $31K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 290 $31K
1922 Investment Co LLC 0.97% — 280 $30K
Arcadia Investment Management Corp. 0.01% No change 280 $30K
Canton Hathaway, LLC 0.01% Reduce -39.9% 276 $29K
Grand Wealth Management, LLC 0.02% No change 263 $28K
Field & Main Bank 0.01% No change 255 $27K
Peoples Financial Services Corp. 0.01% No change 250 $27K
DecisionPoint Financial, LLC 0.01% No change 225 $27K
Belmont Capital, LLC 0.00% New 241 $26K
Atlantic Private Wealth, LLC 0.02% No change 239 $26K
Evergreen Private Wealth LLC 0.01% No change 239 $25K
Founders Capital Management 0.02% No change 235 $25K
SYM FINANCIAL Corp 0.00% Add +3.2% 227 $24K
Hoey Investments, Inc. 0.00% New 210 $22K
LRI Investments, LLC 0.00% No change 210 $22K
1832 Asset Management L.P. 0.00% Reduce -99.5% 205 $22K
Investors Research Corp 0.01% Add +4.1% 204 $22K
First Pacific Financial 0.01% Reduce -18.6% 197 $21K
Stuart Chaussee & Associates, Inc. 0.01% New 187 $20K
Castleview Partners, LLC 0.01% No change 180 $19K
Riggs Asset Managment Co. Inc. 0.01% No change 180 $19K
Byrne Asset Management LLC 0.02% No change 178 $19K
Archer Investment Corp 0.01% Add +32.3% 176 $19K
Clarity Asset Management, Inc. 0.01% Add +0.6% 175 $19K
Gables Capital Management Inc. 0.01% No change 160 $17K
Covestor Ltd 0.01% Add +35.8% 163 $17K
Kopp Family Office, LLC 0.01% No change 164 $17K
Aspire Private Capital, LLC 0.00% No change 158 $17K
Mattson Financial Services, LLC 0.01% — 155 $17K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -81.8% 154 $16K
1620 Investment Advisors, Inc. 0.01% New 148 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 147 $16K
Breakwater Investment Management 0.01% No change 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
First United Bank & Trust 0.01% Reduce -12.9% 135 $14K
Legend Financial Advisors, Inc. 0.01% No change 130 $14K
Abich Financial Wealth Management LLC 0.01% Reduce -65.6% 125 $13K
Heritage Wealth Advisors 0.00% No change 125 $13K
Your Advocates Ltd., LLP 0.01% Add +11.7% 124 $13K
Gilliland Jeter Wealth Management LLC 0.00% No change 120 $13K
Tanaka Capital Management Inc. 0.03% No change 109 $12K
Punch & Associates Investment Management, Inc. 0.00% Add +1.0% 98 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.3% 98 $10K
Innealta Capital, LLC 0.00% Reduce -97.6% 97 $10K
Aspire Wealth Management Corp 0.01% Reduce -11.2% 95 $10K
Insight Inv LLC 0.01% No change 92 $10K
Signature Resources Capital Management, LLC 0.01% Reduce -30.0% 91 $10K
AllSquare Wealth Management LLC 0.01% Add +177.4% 86 $9K
PFS Partners, LLC 0.01% No change 85 $9K
Resources Management Corp. /CT/ 0.00% No change 81 $9K
Kings Path Partners LLC 0.00% — 82 $9K
Peachtree Investment Partners, LLC 0.00% Add +19.4% 80 $9K
Caldwell Sutter Capital, Inc. 0.00% Add +51.9% 79 $8K
Hall Laurie J Trustee 0.00% No change 75 $8K
Christopher J. Hasenberg, Inc 0.00% No change 71 $8K
Chilton Capital Management LLC 0.00% No change 65 $7K
Ruedi Wealth Management, Inc. 0.00% No change 63 $7K
Horizon Bancorp Inc. 0.00% Reduce -27.5% 58 $6K
Delta Asset Management LLC 0.00% No change 55 $6K
SJS Investment Consulting Inc. 0.00% No change 51 $5K
DB Fitzpatrick & Co, Inc 0.00% Add +14.3% 48 $5K
Financial Management Professionals, Inc. 0.00% Reduce -74.4% 44 $5K
Northwest Bank & Trust Co 0.00% No change 40 $4K
Integrity Financial Corp 0.00% No change 40 $4K
Clarkston Capital Partners, LLC 0.00% New 33 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 31 $3K
Tower View Wealth Management LLC 0.00% No change 27 $3K
Turtle Creek Wealth Advisors, LLC 0.00% No change 23 $2K
Highline Wealth Partners LLC 0.00% Reduce -85.4% 20 $2K
Eukles Asset Management 0.00% No change 16 $2K
Atticus Wealth Management, LLC 0.00% Reduce -88.2% 16 $2K
New England Capital Financial Advisors LLC 0.00% No change 15 $2K
Fuller & Thaler Asset Management, Inc. 0.00% No change 12 $1K
FSC Wealth Advisors, LLC 0.00% No change 9 $960
Slocum, Gordon & Co LLP 0.00% New 9 $959
Ridgewood Investments LLC 0.00% New 7 $747
Kozak & Associates, Inc. 0.00% No change 2 $214
Frazier Financial Advisors, LLC 0.00% Reduce -98.3% 1 $87
McClarren Financial Advisors, Inc. 0.00% Reduce -11.0% 533 $64

"% 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.