iShares Core S&P Small-Cap EIJRETF

13F holders, Q4 2024 (December 31)
2,630holders +246
112new positions
68sold out
6famous investors
$115.14avg. 13F price*

At the end of Q4 2024, 2,630 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 246 from Q3 2024. 112 opened new positions and 68 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.4B), Bank of America Corp. ($3.7B) and FMR LLC ($2.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions112$381.3M
Exits68$60.9M

All 13F filers, Q3 2024 → Q4 2024: 30,046,262 shares bought and 10,343,232 shares sold, net +19,703,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,630 holders

Northwestern Mutual Wealth Management Co. 3.71% Add +4.9% 38,126,911 $4.4B
Bank of America Corp. 0.34% Add +3.4% 32,066,508 $3.7B
FMR LLC 0.16% Add +2.9% 22,780,536 $2.6B
Morgan Stanley 0.15% Add +2.6% 19,156,050 $2.2B
Envestnet Asset Management Inc. 0.67% Add +2.2% 18,162,200 $2.1B
Wells Fargo & Company 0.48% Add +6.4% 17,170,579 $2.0B
LPL Financial LLC 0.73% Add +11.7% 15,646,619 $1.8B
Raymond James Financial Inc. 0.60% — 14,210,215 $1.6B
Bank of New York Mellon Corp 0.30% Add +0.0% 13,978,917 $1.6B
UBS Group AG 0.31% Add +5.0% 11,898,538 $1.4B
Northern Trust Corp. 0.15% Add +9.6% 9,344,933 $1.1B
Goldman Sachs Group Inc. 0.20% Reduce -1.8% 8,913,910 $1.0B
First Command Advisory Services, Inc. 9.62% Add +0.6% 8,803,036 $1.0B
Financial Engines Advisors L.L.C. 2.03% Add +2.2% 8,374,718 $964.9M
BlackRock, Inc. 0.02% Add +7.3% 8,259,959 $951.7M
PNC Financial Services Group, Inc. 0.63% Reduce -0.1% 8,136,908 $937.5M
Royal Bank of Canada 0.18% Add +0.3% 7,324,840 $844.0M
Ameriprise Financial Inc. 0.16% Add +2.5% 5,561,107 $640.6M
Glenmede Trust Co. NA 3.10% Reduce -11.0% 5,271,502 $607.4M
US Bancorp \de 0.78% Reduce -0.2% 5,151,408 $593.5M
Truist Financial Corp. 0.93% Add +3.0% 5,140,324 $592.3M
Provida Pension Fund Administrator 11.90% Reduce -0.3% 5,063,906 $583.5M
Baird Financial Group, Inc. 1.07% Add +23.0% 4,863,748 $560.4M
Commonwealth Equity Services, LLC 0.69% Add +6.2% 4,101,440 $472.6M
JPMorgan Chase & Co. 0.04% Add +10.6% 4,035,099 $464.9M
Keybank National Association 1.72% Add +3.3% 3,888,275 $448.0M
Northwestern Mutual Investment Management Company, LLC 9.50% Reduce -1.4% 3,731,423 $429.9M
Cresset Asset Management, LLC 2.03% Reduce -38.9% 3,655,169 $421.1M
Regions Financial Corp. 2.99% Add +0.7% 3,533,595 $407.1M
HighTower Advisors, LLC 0.49% Add +4.1% 3,128,895 $360.5M
Acorns Advisers, LLC 3.06% Add +3.8% 2,740,701 $315.8M
Cerity Partners LLC 0.61% Add +20.1% 2,447,744 $282.1M
Pathstone Holdings, LLC 1.23% Reduce -3.7% 2,416,851 $278.4M
Millburn Ridgefield LLC 6.48% Add +11.0% 2,246,861 $258.9M
Catalyst Capital Advisors LLC 5.52% Add +11.0% 2,246,861 $258.9M
Fifth Third Bancorp 0.91% Add +5.8% 2,175,313 $250.6M
Circle Wealth Management, LLC 5.21% Add +0.0% 2,115,948 $243.8M
Valeo Financial Advisors, LLC 6.49% Add +1.8% 2,131,099 $232.2M
Wealthspire Advisors, LLC 2.17% Add +7.3% 1,891,540 $217.9M
Alesco Advisors, LLC, An ESL Co 6.83% Reduce -0.7% 1,885,736 $217.3M
Cetera Investment Advisers 0.45% Add +4.2% 1,867,475 $215.2M
Citigroup Inc. 0.20% Reduce -0.0% 1,833,808 $211.3M
Bank of Montreal 0.11% Add +2.7% 1,823,652 $210.1M
MAI Capital Management 1.56% Add +12.4% 1,821,021 $209.8M
Mariner, LLC 0.35% Add +3.5% 1,804,791 $207.9M
Clark Capital Management Group, Inc. 1.41% Add +14.4% 1,747,388 $201.3M
Jones Financial Companies LLLP 0.19% Add +17.0% 1,734,575 $199.9M
Haverford Trust Co 1.97% Add +0.3% 1,724,170 $198.7M
Modera Wealth Management, LLC 2.39% Add +4.8% 1,714,704 $197.6M
Bronte Capital Management Pty Ltd. 14.77% Add +56.0% 1,413,412 $187.1M
Creative Planning 0.18% Add +10.6% 1,566,357 $180.5M
Stifel Financial Corp. 0.19% Add +4.5% 1,557,253 $179.4M
Rockefeller Capital Management L.P. 0.44% Add +0.8% 1,471,986 $169.6M
Moneta Group Investment Advisors LLC 2.37% Add +2.3% 1,466,229 $168.9M
Mesirow Financial Investment Management, Inc. 3.34% Add +5.6% 1,459,071 $168.1M
Bridges Investment Management Inc. 2.28% Add +2.6% 1,414,930 $163.0M
Wealth Enhancement Advisory Services, LLC 0.30% Add +12.7% 1,347,392 $155.2M
Federation des caisses Desjardins du Quebec 0.73% Add +13.8% 1,235,897 $142.4M
West Coast Financial LLC 15.63% Add +0.1% 1,231,490 $141.9M
Osaic Holdings, Inc. 0.32% Add +8.9% 1,268,799 $141.8M
Allworth Financial LP 0.76% Add +37.9% 1,164,863 $138.5M
Comerica Bank 0.54% Reduce -0.3% 1,159,654 $133.6M
M&T Bank Corp 0.44% Add +0.6% 1,141,600 $131.5M
Franklin Resources Inc. 0.04% Add +4.6% 1,127,513 $129.9M
MML Investors Services, LLC 0.45% Add +7.0% 1,125,977 $129.7M
United Capital Financial Advisors, LLC 1.08% Reduce -1.1% 1,108,429 $127.7M
State Street Corp. 0.00% Reduce -10.0% 1,080,102 $124.4M
Private Advisor Group, LLC 0.68% Add +80.5% 1,053,697 $121.4M
Nationwide Fund Advisors 9.70% Reduce -5.0% 1,051,693 $121.2M
Kestra Advisory Services, LLC 0.66% Reduce -11.0% 1,040,297 $119.9M
Focus Partners Wealth 0.31% Add +156.8% 1,040,110 $119.8M
Connecticut Wealth Management, LLC 5.72% Add +5.3% 1,010,875 $116.5M
Farmers & Merchants Investments Inc. 3.62% Add +1.8% 1,001,292 $115.4M
Assetmark, Inc. 0.31% Add +3.1% 977,830 $112.7M
Janney Montgomery Scott LLC 0.31% Add +20.1% 964,013 $111.1M
Venturi Wealth Management, LLC 5.44% Add +15.7% 958,817 $110.5M
Sequoia Financial Advisors, LLC 1.04% Add +7.7% 935,681 $107.8M
NorthCoast Asset Management LLC 0.52% Add +6.6% 925,075 $106.6M
Avantax Advisory Services, Inc. 0.66% Add +0.5% 908,657 $104.7M
Corient Private Wealth LP 0.17% Reduce -11.1% 953,017 $104.0M
Acropolis Investment Management, LLC 6.12% Reduce -0.6% 900,008 $103.7M
Bessemer Group Inc. 0.17% Reduce -0.7% 896,243 $103.3M
Oakworth Capital, Inc. 7.09% Add +2.7% 894,910 $103.1M
Main Management ETF Advisors, LLC 4.23% Add +195.1% 809,080 $93.2M
Members Trust Co 3.19% Reduce -1.8% 804,463 $92.7M
Greenleaf Trust 0.84% Reduce -4.5% 803,749 $92.6M
Beacon Investment Advisory Services, Inc. 4.00% Reduce -5.3% 801,214 $92.3M
Alberta Investment Management Corp 0.64% Add +59.2% 793,981 $91.5M
Moss Adams Wealth Advisors LLC 9.56% Add +1.1% 785,275 $90.5M
UMB Bank, n.a. 1.43% Reduce -4.3% 785,062 $90.5M
Destination Wealth Management 2.79% Reduce -1.9% 774,576 $89.2M
Accredited Investors Inc. 5.20% Reduce -0.7% 770,789 $88.8M
Horizon Investments, LLC 2.51% Add +17.8% 759,142 $87.5M
Bokf, NA 1.47% Add +0.6% 769,250 $87.0M
Steele Capital Management, Inc. 4.52% Add +10.6% 753,176 $86.8M
Captrust Financial Advisors 0.24% Reduce -0.6% 737,025 $84.9M
Cambridge Investment Research Advisors, Inc. 0.28% Add +16.2% 726,948 $83.8M
Dynasty Wealth Management, LLC 1.43% Reduce -50.0% 720,964 $83.1M
SigFig Wealth Management, LLC 2.94% Add +0.1% 706,015 $81.2M
BLB&B Advisors, LLC 4.10% Reduce -3.1% 697,953 $80.4M
Sandy Spring Bank 3.15% Add +2.7% 675,016 $77.8M
Glenview Trust Co 1.44% Add +1.5% 664,801 $76.6M
J.Safra Asset Management Corp 6.22% Add +104.7% 664,939 $76.4M
First Interstate Bank 4.56% Add +1.1% 653,686 $75.3M
Whittier Trust Co. 0.95% Add +0.2% 625,201 $72.0M
Teacher Retirement System of Texas 0.26% New 617,457 $71.1M
Steward Partners Investment Advisory, LLC 0.62% Add +4.1% 610,310 $70.3M
NewEdge Advisors, LLC 0.42% Add +15.8% 601,241 $69.3M
Sigma Investment Counselors Inc. 4.02% Reduce -0.4% 594,870 $68.5M
Ally Financial Inc. 8.26% Add +51.5% 588,000 $67.7M
Thrivent Financial for Lutherans 0.13% Add +14.0% 559,031 $67.1M
St. Louis Trust Co 9.40% Reduce -0.5% 570,292 $65.7M
Becker Capital Management Inc. 2.14% Add +4.2% 568,794 $65.5M
Peapack Gladstone Financial Corp. 0.94% Add +16.0% 564,745 $65.1M
Ieq Capital, LLC 0.62% Add +2.2% 557,825 $64.3M
Full Sail Capital, LLC 4.09% Add +0.5% 557,675 $64.3M
Alaska Permanent Capital Management, LLC 5.27% Add +2.6% 556,442 $64.1M
Stratos Wealth Partners, LTD. 0.90% Add +2.4% 545,459 $62.8M
Equitable Holdings, Inc. 0.60% Reduce -5.9% 542,520 $62.5M
Klingman & Associates, LLC 3.91% Add +1.0% 537,324 $61.9M
Natixis Advisors, LLC 0.12% Reduce -0.2% 536,930 $61.9M
Synovus Financial Corp. 0.79% Reduce -6.6% 536,066 $61.8M
RiverFront Investment Group, LLC 1.41% Add +131.9% 535,776 $61.7M
First Business Financial Services, Inc. 6.08% Add +0.7% 533,412 $61.5M
Voya Investment Management LLC 0.07% Add +1.9% 531,387 $61.2M
SPX Gestao de Recursos Ltda 9.04% New 519,486 $59.9M
Tiaa Trust, National Association 0.18% Reduce -1.5% 517,238 $59.6M
Sage Financial Group Inc. 4.77% Add +3.3% 514,462 $59.3M
Envestnet Portfolio Solutions, Inc. 0.19% Reduce -0.1% 508,955 $58.6M
Vicus Capital 5.16% Add +0.8% 504,885 $58.2M
Financial Advisors, LLC 11.12% Add +0.2% 503,261 $58.0M
One Day In July LLC 5.99% Reduce -3.0% 495,946 $57.1M
Quotient Wealth Partners, LLC 1.87% Add +0.4% 495,154 $57.1M
Clearstead Advisors, LLC 0.87% Add +3.4% 494,879 $57.0M
First National Trust Co 2.12% Reduce -1.8% 490,583 $56.5M
Bangor Savings Bank 5.30% Add +1.9% 489,831 $56.4M
Legacy Wealth Management, LLC 3.61% Add +2.2% 487,995 $56.2M
Wealth Architects, LLC 6.19% Add +2.6% 475,922 $54.8M
Brown Advisory Inc. 0.07% Add +26.0% 474,184 $54.6M
Fiduciary Trust Co 0.69% Reduce -1.6% 456,559 $52.6M
Stockman Wealth Management, Inc. 8.24% Add +3.9% 456,554 $52.6M
&partners 0.63% Add +37.6% 452,782 $52.4M
Bank of Nova Scotia 0.09% No change 452,600 $52.1M
Brown Brothers Harriman & Co. 0.36% Reduce 0.0% 451,009 $52.0M
Northwest Quadrant Wealth Management, LLC 11.61% Add +1.8% 443,143 $51.1M
Alliancebernstein L.P. 0.02% Add +6.7% 442,142 $50.9M
Choate Investment Advisors 1.22% Add +0.8% 441,255 $50.8M
Sanctuary Advisors, LLC 0.32% Add +8.8% 424,832 $50.7M
Cahaba Wealth Management, Inc. 4.13% Add +2.0% 432,917 $49.9M
Calamos Wealth Management LLC 2.50% Add +3.8% 427,360 $49.2M
Atria Wealth Solutions, Inc. 0.54% Reduce -20.2% 424,965 $49.0M
Mercer Global Advisors Inc. 0.12% Reduce -17.8% 422,260 $48.7M
Mission Wealth Management, LP 1.15% Reduce -1.4% 417,635 $48.1M
Bartlett & Co. Wealth Management LLC 0.68% Add +3.5% 407,162 $46.9M
CW Advisors, LLC 0.63% Add +1.2% 395,517 $45.6M
Flputnam Investment Management Co. 0.83% Reduce -9.0% 395,146 $45.5M
Conning Inc. 1.67% No change 393,644 $45.4M
RKL Wealth Management LLC 3.98% Add +3.8% 388,358 $44.7M
United Bank 5.33% Add +2.8% 388,165 $44.7M
Arrow Financial Corp 4.21% Reduce -6.3% 384,741 $44.3M
HCR Wealth Advisors 5.54% Add +4.5% 384,034 $44.2M
Cwm, LLC 0.18% Add +7.8% 381,838 $44.0M
Rebalance, LLC 3.27% Add +0.5% 379,202 $43.7M
Chesley Taft & Associates LLC 2.02% Add +3.0% 377,127 $43.5M
WMS Partners, LLC 2.42% Reduce -4.0% 374,263 $43.1M
Opus Capital Group, LLC 5.31% Add +0.7% 362,751 $41.8M
Voya Financial Advisors, Inc. 4.53% Reduce -5.8% 361,988 $41.6M
Legal & General Group Plc 0.01% Add +12.9% 359,222 $41.4M
Valmark Advisers, Inc. 0.64% Reduce -2.0% 356,956 $41.1M
Fiera Capital Corp 0.13% Add +0.1% 356,006 $41.0M
Graypoint LLC 2.48% Add +2.0% 355,799 $41.0M
Arcataur Capital Management LLC 13.79% Reduce -0.5% 355,080 $40.9M
Ballentine Partners, LLC 0.70% Add +6.2% 352,689 $40.6M
Abound Wealth Management 12.97% Add +5.1% 350,813 $40.4M
Axxcess Wealth Management, LLC 1.00% Reduce -3.1% 350,404 $40.4M
SilverOak Wealth Management LLC 8.65% Add +4.7% 349,064 $40.2M
Ally Invest Advisors Inc. 3.41% Add +3.5% 341,548 $39.4M
Frontier Asset Management, LLC 12.97% Reduce -7.9% 341,073 $39.3M
LVZ, Inc. 5.03% Reduce -4.6% 340,728 $39.3M
Fulton Breakefield Broenniman LLC 2.78% Add +0.8% 337,503 $38.9M
Capital Asset Advisory Services LLC 1.91% Add +1.9% 333,948 $38.8M
Lazard Asset Management LLC 0.06% Reduce -0.6% 335,982 $38.7M
NewEdge Wealth, LLC 0.67% Add +30.4% 334,720 $38.6M
Johnson Investment Counsel Inc. 0.37% Add +5.6% 329,176 $37.9M
Principal Securities, Inc. 0.85% Add +10.7% 327,431 $37.7M
Albion Financial Group 2.58% Reduce -1.2% 326,955 $37.7M
Sagespring Wealth Partners, LLC 0.99% — 326,853 $37.7M
New York Life Investment Management LLC 0.37% Add +50.6% 325,440 $37.5M
Blair William & Co. 0.11% Add +7.5% 324,269 $37.4M
Savant Capital, LLC 0.29% Reduce -7.2% 323,931 $37.3M
Global Retirement Partners, LLC 1.06% Add +5.4% 321,153 $37.0M
Starr Indemnity & Liability Co 18.23% — 320,409 $36.9M
Colony Family Offices, LLC 11.53% Add +0.6% 318,464 $36.7M
Cape Cod Five Cents Savings Bank 3.22% No change 309,086 $36.2M
Marcum Wealth, LLC 3.11% Add +4.2% 311,111 $35.8M
Magnus Financial Group LLC 3.47% Add +1.9% 310,935 $35.8M
Fi3 FINANCIAL ADVISORS, LLC 13.36% Reduce -0.2% 309,677 $35.7M
Maple Capital Management, Inc. 2.62% Add +4.7% 309,201 $35.6M
Planning Alternatives Ltd. 5.46% Add +0.7% 308,534 $35.5M
Elk River Wealth Management LLC 6.42% Add +1.3% 307,533 $35.4M
JFS Wealth Advisors, LLC 2.42% Add +3.1% 307,050 $35.4M
Nan Shan Life Insurance Co., Ltd. 0.85% Add +52.2% 306,305 $35.3M
Fifth Third Wealth Advisors LLC 1.90% Add +17.2% 304,416 $35.1M
Oppenheimer & Co. Inc. 0.51% Add +4.0% 298,755 $34.4M
Advisory Services Network, LLC 0.64% Add +20.0% 298,422 $34.4M
Painted Porch Advisors LLC 16.83% Add +54.7% 296,110 $34.1M
MCF Advisors LLC 2.39% Reduce -4.2% 296,071 $34.1M
Quadrant Capital Group LLC 2.35% Add +6.0% 295,790 $34.1M
Lido Advisors, LLC 0.21% Add +110.0% 287,578 $33.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.64% Reduce -5.2% 284,657 $32.8M
Amplius Wealth Advisors, LLC 3.34% Reduce -0.8% 282,937 $32.6M
First Merchants Corp. 1.25% Reduce -3.1% 281,028 $32.4M
Obsidian Cio, LLC 5.91% Add +5.9% 280,994 $32.4M
Hudock, Inc. 5.64% Add +0.4% 280,031 $32.3M
Graves Light Lenhart Wealth, Inc. 3.99% Add +1.3% 278,618 $32.1M
Founders Financial Securities LLC 2.88% Add +6.6% 277,541 $32.0M
Principle Wealth Partners LLC 2.25% Add +7.1% 277,448 $32.0M
Grove Bank & Trust 4.43% Reduce -0.4% 277,222 $31.9M
Avidian Wealth Enterprises, LLC 1.43% Add +9.0% 276,320 $31.8M
RTD Financial Advisors, Inc. 4.07% Add +1.3% 275,447 $31.7M
Financial Counselors Inc. 0.46% Add +1.5% 271,948 $31.3M
Pine Ridge Advisers LLC 2.77% Add +37.0% 270,371 $31.2M
Wallington Asset Management, LLC 4.49% Reduce -0.3% 269,638 $31.1M
Shoker Investment Counsel, Inc. 10.49% Add +1.4% 269,576 $31.1M
First Financial Bank - Trust Division 2.88% Reduce -0.5% 267,866 $30.9M
Independent Advisor Alliance 0.41% Add +1860.0% 267,678 $30.8M
Pinnacle Associates Ltd. 0.42% Add +4.1% 266,425 $30.7M
Birch Hill Investment Advisors LLC 1.42% Add +2.4% 264,452 $30.5M
Ashton Thomas Private Wealth, LLC 1.18% Add +8.0% 262,901 $30.3M
D.A. Davidson & Co. 0.25% Add +4.5% 262,885 $30.3M
Capital Investment Advisors, LLC 0.62% Add +0.1% 262,702 $30.3M
Wealthcare Advisory Partners LLC 0.83% Add +0.7% 259,554 $29.9M
Public Sector Pension Investment Board 0.13% Add +796.8% 257,008 $29.6M
Catalyst Financial Partners LLC 5.45% Add +6.6% 251,830 $29.0M
Headinvest, LLC 5.46% Reduce -1.1% 251,008 $28.9M
Healthcare of Ontario Pension Plan Trust Fund 0.06% No change 250,000 $28.8M
Vision Capital Management, Inc. 4.22% Add +12.5% 249,030 $28.7M
Heck Capital Advisors, LLC 3.24% Reduce -0.1% 244,989 $28.2M
Curi Capital, LLC 0.65% Reduce -2.6% 244,282 $28.1M
MBL Wealth, LLC 2.83% Add +2.6% 243,969 $28.1M
Lebenthal Global Advisors, LLC 5.12% Add +1.6% 243,484 $28.1M
Sunflower Bank, N.A. 7.78% Add +8.5% 243,005 $28.0M
First Financial Bankshares Inc 0.60% Reduce -0.3% 241,878 $27.9M
Resonant Capital Advisors, LLC 2.03% Add +1.2% 241,763 $27.9M
Alaska Wealth Advisors, LLC 4.31% Add +0.8% 240,297 $27.7M
Single Point Partners, LLC 6.35% New 239,452 $27.6M
Farther Finance Advisors, LLC 1.00% Add +13.0% 239,051 $27.5M
Harbour Trust & Investment Management Co 3.13% Add +3.5% 238,400 $27.5M
Edge Capital Group, LLC 1.22% Reduce -100.0% 11 $27.3M
Journey Advisory Group, LLC 3.22% No change 252,110 $26.9M
Baron Wealth Management LLC 12.52% Add +2.8% 230,855 $26.6M
Trek Financial, LLC 1.99% Add +1.3% 230,775 $26.6M
Guidance Capital, Inc. 8.11% Add +0.8% 222,646 $26.5M
MassMutual Private Wealth & Trust, FSB 0.74% Reduce -0.5% 229,845 $26.5M
Bar Harbor Wealth Management 1.73% Add +5.6% 228,749 $26.4M
Victory Capital Management Inc. 0.03% Reduce -47.2% 227,577 $26.2M
World Investment Advisors 0.72% Add +21.3% 226,898 $26.1M
Litman Gregory Wealth Management LLC 2.26% Add +42.8% 226,225 $26.1M
West Paces Advisors Inc. 6.36% Reduce -5.2% 225,981 $26.0M
Whittier Trust Co. of Nevada Inc. 0.64% Add +2.8% 225,031 $25.9M
Hancock Whitney Corp. 0.82% Reduce -1.0% 223,676 $25.8M
Mangrove Partners Im, LLC 3.14% No change 223,300 $25.7M
Annex Advisory Services, LLC 0.77% Add +8.3% 221,928 $25.6M
IFG Advisors, LLC 5.07% Add +9.0% 221,537 $25.5M
Horan Securities, Inc. 9.68% Add +2.3% 221,435 $25.5M
Northeast Financial Consultants Inc 1.07% Add +0.6% 220,947 $25.5M
Cedar Mountain Advisors, LLC 5.50% Add +0.3% 217,411 $25.1M
Main Management LLC 2.04% Add +85.7% 216,348 $24.9M
Cornerstone Advisory, LLC 2.80% Add +0.8% 210,297 $24.6M
Lowe Brockenbrough & Co. Inc. 1.56% Add +4.5% 211,482 $24.4M
1ST Source Bank 1.38% Reduce -0.9% 209,551 $24.1M
Harbor Group, Inc. 5.38% Reduce -2.2% 207,833 $23.9M
YHB Investment Advisors, Inc. 1.95% Add +2.0% 206,406 $23.8M
Galvin, Gaustad & Stein, LLC 2.15% Add +4.3% 205,432 $23.7M
Smith, Moore & Co. 2.16% Add +1.6% 205,321 $23.7M
Legacy Advisors, LLC 2.29% Add +6.1% 204,659 $23.6M
Pittenger & Anderson Inc. 0.85% Add +0.9% 203,506 $23.4M
CJM Wealth Advisers, Ltd. 7.89% Add +2.1% 203,364 $23.4M
Round Rock Advisors LLC 4.79% Add +0.8% 202,618 $23.3M
RMR Wealth Builders 2.41% Add +6.5% 202,152 $23.3M
BOK Financial Private Wealth, Inc. 1.69% Reduce -8.2% 201,416 $23.2M
ESL Trust Services, LLC 5.17% Add +0.1% 201,247 $23.2M
C V Starr & Co. Inc. 17.99% — 200,120 $23.1M
Sigma Planning Corp 0.72% Add +0.3% 199,779 $23.0M
O'Dell Group, LLC 5.15% Reduce -2.5% 198,074 $22.8M
Summit Financial Strategies, Inc. 2.51% Add +3.1% 197,522 $22.8M
Willis Johnson & Associates, Inc. 1.74% Add +3.1% 196,681 $22.7M
Rehmann Capital Advisory Group 1.43% Add +0.8% 195,847 $22.6M
Simmons Bank 1.65% Reduce -3.1% 195,799 $22.6M
EP Wealth Advisors, LLC 0.18% Add +1.4% 195,735 $22.6M
Kelman-Lazarov, Inc. 4.03% Reduce -4.7% 194,455 $22.4M
CIBC Private Wealth Group LLC 0.04% Reduce -21.6% 192,667 $22.2M
Financial Enhancement Group LLC 3.40% New 195,693 $22.2M
MainStreet Investment Advisors LLC 3.11% Reduce -2.9% 192,325 $22.2M
Capital Analysts, LLC 0.89% Add +1.2% 192,011 $22.1M
Perigon Wealth Management, LLC 0.54% Add +10.9% 188,447 $22.1M
Citizens Financial Group Inc. 0.43% Add +8.4% 191,245 $22.0M
Truefg, LLC 7.10% Add +0.7% 188,832 $21.8M
Asio Capital, LLC 4.10% Reduce -9.6% 188,207 $21.7M
Atlanta Consulting Group Advisors, LLC 7.95% Reduce -27.3% 187,142 $21.6M
Lutz Financial Services LLC 1.74% Reduce -1.6% 187,109 $21.6M
King Wealth Management Group 3.14% Add +8.8% 186,968 $21.5M
Crescent Grove Advisors, LLC 2.13% Add +1.1% 186,517 $21.5M
Executive Wealth Management, LLC 1.67% Add +0.0% 185,652 $21.4M
Navalign, LLC 6.25% Add +1.1% 184,600 $21.3M
Compton Financial Group, LLC 6.32% Add +3.1% 184,478 $21.3M
Proathlete Wealth Management LLC 7.96% Add +7.4% 183,449 $21.1M
Dechtman Wealth Management, LLC 4.08% Reduce -0.9% 183,391 $21.1M
Conservest Capital Advisors, Inc. 2.18% Reduce -12.1% 183,248 $21.1M
Madison Asset Management, LLC 0.24% Add +35.2% 181,321 $20.9M
Madison Investment Advisors, LLC 0.24% — 181,321 $20.9M
Granite Bay Wealth Management, LLC 7.73% New 181,022 $20.9M
Roth Financial Partners LLC 8.26% Reduce -0.7% 180,207 $20.8M
Apollon Wealth Management, LLC 0.48% Add +21.5% 179,860 $20.7M
Rwa Wealth Partners, LLC 0.26% Add +28.0% 179,642 $20.7M
Pinnacle Financial Partners Inc 0.42% Add +1.3% 178,695 $20.6M
Trifecta Capital Advisors, LLC 4.06% Add +2.9% 178,491 $20.6M
Sageworth Trust Co 1.27% Reduce -10.0% 178,339 $20.5M
Trust Co. of Vermont 1.00% Add +23.8% 178,136 $20.5M
MKD Wealth Coaches, LLC 20.71% — 177,573 $20.5M
Pinnacle Wealth Management Advisory Group, LLC 1.91% Add +0.8% 177,180 $20.4M
Bleakley Financial Group, LLC 0.61% Add +1.2% 175,781 $20.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -56.1% 175,405 $20.2M
Gladstone Institutional Advisory LLC 0.93% Add +15.5% 173,442 $20.0M
OneDigital Investment Advisors LLC 0.23% Reduce -8.4% 172,965 $19.9M
Oakwell Private Wealth Management, LLC 5.58% Add +11.6% 172,589 $19.9M
Baron Silver Stevens Financial Advisors, LLC 3.37% Add +3.4% 172,197 $19.8M
EFG Asset Management (Americas) Corp. 3.86% Reduce -0.6% 172,185 $19.8M
Lockheed Martin Investment Management Co. 0.79% Add +1383.6% 172,100 $19.8M
Evergreen Advisors, LLC 5.42% Add +0.8% 171,964 $19.8M
Integrated Wealth Concepts LLC 0.23% Add +2.4% 171,891 $19.8M
Summit Asset Management, LLC 3.45% Add +2.4% 170,257 $19.6M
Montag A & Associates Inc. 0.93% Add +168.9% 169,851 $19.6M
Twele Capital Management, Inc. 4.13% Add +0.6% 169,235 $19.5M
Enzi Wealth 7.43% Add +1.6% 163,937 $19.5M
Ameritas Advisory Services, LLC 0.67% Add +15.4% 168,605 $19.4M
Ritter Daniher Financial Advisory LLC / DE 5.48% Reduce -5.5% 168,438 $19.4M
PKS Advisory Services, LLC 4.84% — 167,810 $19.3M
Smithfield Trust Co 0.96% Reduce -0.6% 167,716 $19.3M
CWS Financial Advisors, LLC 6.23% Add +1.6% 167,130 $19.3M
FineMark National Bank & Trust 0.67% Add +1.0% 166,957 $19.2M
Fusion Family Wealth, LLC 1.76% Add +0.6% 166,448 $19.2M
EPIQ Capital Group, LLC 5.00% Add +0.1% 166,392 $19.2M
Valley Forge Investment Consultants Inc. Adv 6.54% Add +2.9% 165,270 $19.0M
Yousif Capital Management, LLC 0.21% Add +4.1% 165,133 $19.0M
Goelzer Investment Management, Inc. 1.10% Reduce -14.4% 164,899 $19.0M
HB Wealth Management, LLC 0.19% Add +15.4% 162,866 $18.8M
Nottingham Advisors, Inc. 2.38% Reduce -10.7% 162,757 $18.8M
WASHINGTON TRUST Co 0.67% Add +1.4% 161,483 $18.6M
Wellspring Financial Advisors, LLC 1.94% Add +15.8% 531,324 $18.6M
Fort Henry Capital, LLC 13.27% Reduce -4.4% 160,996 $18.5M
Prime Capital Investment Advisors, LLC 0.27% Reduce -0.3% 160,122 $18.4M
Financiere des Professionnels - Fonds d'investissement inc. 1.29% Add +24.0% 160,100 $18.4M
New England Professional Planning Group Inc. 9.16% Add +2.1% 159,675 $18.4M
McKinley Carter Wealth Services, Inc. 1.12% Add +4.0% 159,344 $18.4M
jvl associates llc 6.95% Reduce -1.7% 159,189 $18.3M
Argent Trust Co 0.75% Add +2.8% 159,036 $18.3M
Summit Financial Wealth Advisors, LLC 3.57% Add +3.3% 156,309 $18.3M
Bank of Stockton 5.48% Reduce -6.0% 156,438 $18.0M
Principal Financial Group Inc. 0.01% Add +9.8% 155,911 $18.0M
Legacy Financial Strategies, LLC 3.85% Add +8.1% 155,565 $17.9M
XML Financial, LLC 1.63% Add +9.6% 154,634 $17.8M
SVB Wealth LLC 0.33% New 154,586 $17.8M
LBMC Investment Advisors, LLC 1.40% Reduce -0.2% 153,804 $17.7M
Mackenzie Financial Corp. 0.02% Add +4.7% 153,490 $17.7M
LGL Partners, LLC 2.55% Add +1.9% 152,525 $17.6M
Beacon Pointe Advisors, LLC 0.19% Add +1.8% 152,461 $17.6M
Proffitt & Goodson Inc. 2.91% Add +1.7% 152,433 $17.6M
Cambridge Capital Management, LLC 11.22% Add +2.1% 151,949 $17.5M
Concurrent Investment Advisors, LLC 0.47% Reduce -1.5% 151,054 $17.4M
Hilltop Wealth Advisors, LLC 8.77% Add +1.7% 150,481 $17.3M
M Holdings Securities, Inc. 2.79% New 150,052 $17.3M
Constellation Investments, Inc. 0.79% — 150,000 $17.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 150,000 $17.3M
Marietta Wealth Management, LLC 2.47% Add +0.4% 149,464 $17.2M
TD Private Client Wealth LLC 0.48% Add +0.2% 149,318 $17.2M
Paradigm, Strategies in Wealth Management, LLC 11.27% Reduce -3.2% 148,473 $17.1M
Bristlecone Advisors, LLC 1.34% Add +1.7% 148,455 $17.1M
Apexium Financial, LP 1.04% Add +7.5% 148,230 $17.1M
Transamerica Financial Advisors, LLC 1.69% Reduce -1.2% 147,875 $17.0M
Verus Capital Partners, LLC 1.63% Reduce -7.4% 147,815 $17.0M
Whitcomb & Hess, Inc. 5.26% Reduce -1.0% 147,805 $17.0M
Journey Strategic Wealth LLC 0.64% Reduce -1.8% 147,747 $17.0M
Lake Street Advisors Group, LLC 0.78% Reduce -2.0% 146,006 $16.8M
NewSquare Capital LLC 1.33% Reduce -3.7% 147,385 $16.6M
Flagstar Securities, Inc. 4.12% Add +1.0% 143,534 $16.5M
Chicago Partners Investment Group LLC 0.55% Add +2.6% 143,027 $16.5M
Ironwood Wealth Management, Inc. 8.13% Reduce -0.5% 145,637 $16.5M
Forvis Mazars Wealth Advisors, LLC 0.38% Reduce -4.4% 142,902 $16.5M
Allspring Global Investments Holdings, LLC 0.03% Add +0.8% 142,631 $16.4M
SG Americas Securities, LLC 0.07% Add +246.3% 141,588 $16.3M
Schroder Investment Management Group 0.02% Add +7774.0% 141,732 $16.3M
Guidance Point Advisors, LLC 4.74% Add +3.0% 140,928 $16.2M
Meridian Management Co. 4.26% Add +5.0% 140,385 $16.2M
FFT Wealth Management LLC 1.21% Add +5.8% 139,360 $16.1M
Human Investing LLC 2.80% Add +3.0% 137,138 $15.8M
Cumberland Advisors Inc. 6.30% Reduce -2.0% 137,040 $15.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.45% Reduce -1.1% 136,205 $15.7M
Wilmington Savings Fund Society, FSB 0.28% Add +3.9% 136,012 $15.7M
Dakota Wealth Management 0.36% Reduce -2.1% 135,834 $15.7M
BNP Paribas Financial Markets 0.01% Reduce -29.2% 135,625 $15.6M
Obsidian Personal Planning Solutions LLC 7.50% Add +8.6% 131,278 $15.5M
Blue Square Asset Management, LLC 7.75% Add +2.1% 134,883 $15.5M
ProVise Management Group, LLC 1.32% Reduce -1.5% 133,876 $15.4M
Lodestar Private Asset Management LLC 1.91% Add +8.3% 132,820 $15.3M
Orion Porfolio Solutions, LLC 0.15% Add +2.9% 132,780 $15.3M
Orion Portfolio Solutions, LLC 0.15% Add +2.9% 132,780 $15.3M
LTG Capital LLC 12.81% Add +3.6% 132,530 $15.3M
Hardy Reed LLC 1.34% Reduce -0.1% 132,319 $15.2M
Fiducient Advisors LLC 1.88% Add +3.8% 132,261 $15.2M
Encompass Wealth Advisors, LLC 6.14% Add +3.9% 131,907 $15.2M
Burling Wealth Partners, LLC 3.10% — 131,754 $15.2M
Marino, Stram & Associates LLC 3.36% Add +2.4% 131,665 $15.2M
Capital Advantage, Inc. 2.76% Reduce -2.0% 131,339 $15.1M
Towercrest Capital Management 2.44% Reduce -0.3% 131,167 $15.1M
Heritage Investment Group, Inc. 2.82% Add +3.7% 131,095 $15.1M
Fairhaven Wealth Management, LLC 4.70% Reduce -0.4% 130,494 $15.0M
FSM Wealth Advisors, LLC 3.68% Add +8.8% 127,923 $15.0M
Verum Partners LLC 4.31% Add +6.6% 129,565 $14.9M
Venture Visionary Partners LLC 0.63% Reduce -1.0% 128,298 $14.8M
GFS Advisors, LLC 2.24% Add +2.6% 128,117 $14.8M
CoreCap Advisors, LLC 0.67% Add +41.0% 127,536 $14.7M
Keener Financial Planning LLC 8.62% Add +15.4% 126,728 $14.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.9% 126,691 $14.6M
St Germain D J Co. Inc. 0.66% Add +2.4% 125,829 $14.5M
Financial Management Network Inc. 3.01% Add +17.0% 124,491 $14.5M
Francis Financial, Inc. 3.67% Add +1.0% 125,493 $14.5M
Traynor Capital Management, Inc. 1.12% Add +13.3% 125,350 $14.4M
Laurel Wealth Advisors LLC 2.24% Add +0.8% 124,288 $14.3M
Atlas Legacy Advisors, LLC 3.47% — 124,253 $14.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -2.0% 123,772 $14.3M
Arkos Global Advisors 2.09% Add +1.8% 123,751 $14.3M
Iowa State Bank 2.97% Add +1.4% 123,739 $14.3M
Embree Financial Group 2.43% Reduce -1.7% 123,587 $14.2M
Dynamic Advisor Solutions LLC 0.62% Reduce -32.3% 123,533 $14.2M
Boston Financial Mangement LLC 0.43% Add +0.3% 123,508 $14.2M
Ancora Advisors LLC 0.32% Add +6.7% 122,745 $14.1M
Bailard, Inc. 0.36% Reduce -0.8% 122,711 $14.1M
Cutler Investment Counsel LLC 1.76% Add +35.1% 122,445 $14.1M
Capital Advisors Inc. 0.28% Add +3.8% 122,168 $14.1M
Equitable Trust Co. 0.79% New 122,116 $14.1M
Cary Street Partners Financial LLC 0.46% — 122,116 $14.1M
Regal Investment Advisors LLC 1.06% Add +5.2% 121,813 $14.0M
Oppenheimer Asset Management Inc. 0.17% Add +2.0% 121,418 $14.0M
Centerpoint Advisors, LLC 4.88% Add +3.4% 120,976 $13.9M
Wealthspire Retirement, LLC 1.10% Add +1.3% 120,727 $13.9M
Buck Wealth Strategies, LLC 2.87% Add +75.2% 119,910 $13.8M
Teamwork Financial Advisors, LLC 1.79% Add +13.8% 119,514 $13.8M
Morris Financial Concepts, Inc. 5.89% Add +2.9% 119,227 $13.7M
Neumann Capital Management, LLC 4.56% Add +1.6% 119,022 $13.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.07% Reduce -1.1% 118,783 $13.7M
Omega Financial Group, LLC 5.15% Add +3.4% 118,110 $13.6M
Fiduciary Alliance LLC 1.37% Add +5.5% 117,316 $13.5M
JNBA Financial Advisors 1.37% Add +1.1% 116,647 $13.4M
Investment Advisory Group, LLC 4.50% Add +1.0% 116,620 $13.4M
Community Bank, N.A. 1.72% Reduce -0.3% 116,238 $13.4M
Dimension Capital Management LLC 2.18% Add +4.8% 116,043 $13.4M
Vishria Bird Financial Group, LLC 4.68% Reduce -0.4% 115,832 $13.3M
Houlihan Financial Resource Group, Ltd. 5.68% Reduce -2.0% 115,731 $13.3M
Banco Santander, S.A. 0.16% New 115,003 $13.3M
Richard W. Paul & Associates, LLC 4.82% Reduce -0.3% 114,799 $13.2M
First Citizens Bank & Trust Co. 0.24% Reduce -5.9% 114,796 $13.2M
First Bank & Trust 2.54% Add +0.3% 114,731 $13.2M
Ironwood Wealth Management, LLC. 4.09% Add +6.9% 114,527 $13.2M
John W. Brooker & Co., CPAs 5.69% Add +0.1% 114,434 $13.2M
Corecam Pte. Ltd. 7.14% Add +88.4% 114,370 $13.2M
Southern Capital Advisors, LLC 7.28% Add +50.4% 114,221 $13.2M
McAdam, LLC 0.72% Add +3.0% 114,175 $13.2M
Robertson Stephens Wealth Management, LLC 0.46% Add +245.9% 112,981 $13.0M
Quattro Financial Advisors LLC 3.36% Add +41.5% 108,930 $13.0M
Money Concepts Capital Corp. 0.96% Reduce -3.1% 111,953 $12.9M
Courier Capital LLC 0.89% Add +6.6% 111,703 $12.9M
Common Fund for Nonprofit Organizations 1.43% Add +1.0% 110,161 $12.7M
Exchange Traded Concepts, LLC 0.26% Add +15442.0% 110,037 $12.7M
Norris Perne & French LLP 0.91% Reduce -5.9% 109,471 $12.6M
Cim Investment Management Inc. 3.69% Reduce -0.5% 109,319 $12.6M
Ironwood Financial, llc 2.63% Reduce -0.4% 108,934 $12.6M
Crestwood Advisors Group, LLC 0.24% Add +1.1% 108,850 $12.5M
Nestegg Advisors, Inc. 12.65% — 105,257 $12.5M
Concourse Financial Group Securities, Inc. 0.71% Reduce -2.1% 105,010 $12.5M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -6.9% 108,500 $12.5M
Asset Allocation Strategies LLC 2.98% Add +2.2% 107,133 $12.4M
Evergreen Capital Management LLC 0.40% Add +0.9% 107,355 $12.4M
Ellenbecker Investment Group 2.21% Reduce -16.6% 107,306 $12.4M
Salomon & Ludwin, LLC 1.31% Reduce -3.0% 107,018 $12.3M
Segall Bryant & Hamill, LLC 0.17% Reduce -4.7% 106,803 $12.3M
Peninsula Asset Management Inc. 6.54% Reduce -1.8% 106,763 $12.3M
Insight Wealth Strategies, LLC 1.64% Add +0.1% 106,397 $12.3M
Kestra Private Wealth Services, LLC 0.21% Add +7.4% 106,096 $12.2M
Evermay Wealth Management LLC 1.83% Reduce -0.8% 104,806 $12.1M
Ironsides Asset Advisors, LLC 3.45% Add +0.5% 104,390 $12.0M
Palisades Hudson Asset Management, L.P. 5.06% Reduce -1.0% 104,166 $12.0M
Crewe Advisors LLC 1.64% Add +24.8% 103,190 $11.9M
McGuire Investment Group, LLC 1.69% Reduce -0.6% 101,691 $11.7M
Great Valley Advisor Group, Inc. 0.26% Add +9.8% 101,597 $11.7M
Sax Wealth Advisors, LLC 0.91% Reduce -7.5% 101,205 $11.7M
First Horizon Advisors, Inc. 0.32% Reduce -0.3% 100,676 $11.6M
Global Wealth Management, LLC 7.40% Reduce -2.3% 100,634 $11.6M
Fiduciary Group, LLC 1.16% Reduce -5.5% 100,549 $11.6M
Vantage Financial Partners, LLC 2.90% Reduce -36.5% 100,537 $11.6M
Cranbrook Wealth Management, LLC 2.68% Add +0.0% 100,523 $11.6M
Nations Financial Group Inc, /Ia/ 0.85% Reduce -9.1% 100,379 $11.6M
Evernest Financial Advisors, LLC 3.00% Add +3.9% 100,291 $11.6M
Fairway Wealth LLC 5.19% Add +18.0% 99,955 $11.5M
Geller Advisors LLC 0.75% Add +3797.1% 99,570 $11.5M
Townsend & Associates, Inc 1.17% Reduce -1.0% 95,628 $11.5M
Tarbox Family Office, Inc. 1.89% Add +0.7% 99,452 $11.5M
Bryant Woods Investment Advisors, LLC 5.55% Reduce -0.2% 99,349 $11.4M
Park Avenue Securities LLC 0.12% Add +25.0% 99,232 $11.4M
Merit Financial Group, LLC 0.21% Reduce -2.7% 99,143 $11.4M
Waterway Wealth Management, LLC 4.97% Reduce -0.1% 98,123 $11.3M
Global Strategic Investment Solutions, LLC 1.32% Reduce -4.2% 97,685 $11.3M
Mgo One Seven LLC 0.43% Add +7.1% 97,423 $11.2M
Liquid Strategies, LLC 2.31% Reduce -6.9% 97,248 $11.2M
Quantitative Strategies, Inc. 5.94% Reduce -1.1% 96,471 $11.1M
Sprinkle Financial Consultants LLC 7.55% Add +3.9% 96,182 $11.1M
Choreo, LLC 0.16% Reduce -37.6% 95,865 $11.0M
Councilor Wealth, LLC 5.25% Add +0.1% 95,814 $11.0M
Barclays PLC 0.01% Add +242.0% 95,683 $11.0M
PACK Private Wealth, LLC 6.44% Add +0.4% 95,136 $11.0M
Penserra Capital Management LLC 0.20% Add +200.7% 94,669 $10.9M
Benchmark Financial Wealth Advisors, LLC 3.49% Reduce -2.9% 94,609 $10.9M
Exchange Capital Management, Inc. 1.73% Reduce -4.7% 94,387 $10.9M
Tortoise Investment Management, LLC 1.15% Reduce -0.6% 94,334 $10.9M
Prudential Financial Inc. 0.01% Reduce -65.2% 94,310 $10.9M
Aft, Forsyth & Sober, LLC 3.52% No change 94,275 $10.9M
CFO4Life Group, LLC 1.91% Reduce -1.5% 94,125 $10.8M
Cahill Wealth Management, LLC 5.51% Add +2.0% 93,716 $10.8M
Brookstone Capital Management 0.16% Add +93.2% 93,576 $10.8M
Pettinga Financial Advisors LLC 2.44% Reduce -0.1% 93,501 $10.8M
HSBC Holdings PLC 0.01% Add +14.0% 93,480 $10.8M
Per Stirling Capital Management, LLC. 1.52% Reduce -2.3% 93,023 $10.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Add +6.0% 92,819 $10.7M
Sapient Capital LLC 0.20% Add +154.3% 92,452 $10.7M
Harbour Investments, Inc. 0.31% Reduce -4.7% 92,324 $10.6M
One Capital Management, LLC 0.35% Reduce -7.7% 92,138 $10.6M
IFG Advisory, LLC 0.60% Add +9.1% 91,726 $10.6M
Inlight Wealth Management, LLC 6.10% — 117,702 $10.6M
Heron Bay Capital Management 2.20% Add +1.5% 91,467 $10.5M
Neuberger Berman Group LLC 0.01% Add +8.7% 91,244 $10.5M
Condor Capital Management 0.92% Add +0.8% 90,878 $10.5M
TBH Global Asset Management, LLC 2.48% Reduce -14.2% 90,556 $10.5M
Pachira Investments Inc. 6.38% Reduce -0.1% 90,707 $10.4M
Shulman DeMeo Asset Management LLC 2.81% Reduce -1.4% 90,431 $10.4M
Fifth Third Securities, Inc. 0.88% Add +1.0% 90,294 $10.4M
Operose Advisors LLC 3.56% Reduce -11.8% 90,231 $10.4M
Baltimore-Washington Financial Advisors, Inc. 0.54% Add +0.4% 89,420 $10.3M
Consilio Wealth Advisors, LLC 4.20% Reduce -0.7% 89,051 $10.3M
Canvas Wealth Advisors, LLC 2.57% Add +9.2% 88,791 $10.2M
Bank of Hawaii 0.56% Reduce -10.5% 88,415 $10.2M
Long Run Wealth Advisors, LLC 2.41% Reduce -3.0% 87,258 $10.1M
Okabena Investment Services Inc. 2.79% Reduce -11.1% 86,990 $10.0M
SoundView Advisors Inc. 4.12% — 86,783 $10.0M
Topel & Distasi Wealth Management, LLC 4.25% Reduce -3.0% 86,218 $9.9M
Benjamin Edwards Inc. 0.14% Add +4.8% 85,921 $9.9M
Caldwell Trust Co 1.03% Add +5.9% 85,810 $9.9M
Financial Advocates Investment Management 0.56% Reduce -14.2% 85,613 $9.9M
Bright Financial Advisors, Inc. 6.19% Add +2.5% 85,482 $9.8M
JT Stratford LLC 1.62% Add +11.1% 85,220 $9.8M
HighMark Wealth Management LLC 5.62% Add +0.0% 84,903 $9.8M
Pathway Financial Advisors LLC 2.24% Add +5.2% 84,688 $9.8M
Burke & Herbert Bank & Trust Co. 2.30% Add +0.7% 84,230 $9.7M
Schneider Downs Wealth Management Advisors, LP 1.82% Add +20.1% 83,949 $9.7M
Kingsview Wealth Management, LLC 0.19% Add +5.6% 83,906 $9.7M
Spire Wealth Management 0.30% Reduce -20.3% 83,895 $9.7M
Panoramic Capital Partners, LLC 8.49% — 83,850 $9.7M
Retirement Systems of Alabama 0.04% No change 83,530 $9.6M
Clifford Swan Investment Counsel LLC 0.35% Add +2.8% 83,273 $9.6M
Texas Yale Capital Corp. 0.38% Add +0.6% 83,067 $9.6M
Kickstand Ventures, Llc. 2.44% Reduce -2.0% 82,773 $9.5M
Smith Chas P & Associates Pa Cpas 0.55% Reduce -5.0% 82,747 $9.5M
Frisch Financial Group, Inc. 2.88% Add +0.3% 82,730 $9.5M
Canal Capital Management, LLC 1.54% Add +18.2% 82,551 $9.5M
IFP Advisors, Inc 0.31% Add +4.5% 82,238 $9.5M
Aptus Capital Advisors, LLC 0.11% Add +176.1% 82,123 $9.5M
ETF Portfolio Partners, Inc. 2.81% Add +68.1% 81,337 $9.4M
Enclave Advisors LLC 1.53% Add +12.0% 80,810 $9.3M
Matrix Private Capital Group LLC 5.28% Add +1.7% 80,388 $9.3M
Partnership Wealth Management, LLC 7.70% Add +16.8% 80,338 $9.3M
Patriot Financial Group Insurance Agency, LLC 1.24% Add +15.3% 80,295 $9.3M
Certified Advisory Corp 1.00% Add +0.3% 80,163 $9.2M
Camden National Bank 1.38% Add +3.7% 79,830 $9.2M
GHP Investment Advisors, Inc. 0.43% Reduce -1.7% 79,508 $9.2M
4Thought Financial Group Inc. 5.68% Add +1.6% 79,479 $9.2M
Eq LLC 4.28% Add +244.1% 78,986 $9.1M
CENTRAL TRUST Co 0.22% Add +5.3% 78,459 $9.0M
Prospera Financial Services Inc 0.21% Add +19.8% 78,132 $9.0M
Nikulski Financial, Inc. 2.65% Reduce -3.0% 78,098 $9.0M
Parallel Advisors, LLC 0.20% Add +8.2% 78,094 $9.0M
Private Capital Management LLC 1.79% Reduce -9.2% 77,932 $9.0M
Crestmont Private Wealth LLC 4.04% Add +1.8% 77,883 $9.0M
Somnio Financial Group, LLC 7.18% Add +3.6% 77,868 $9.0M
Legacy Private Trust Co. 0.59% Reduce -2.1% 77,837 $9.0M
Gotham Asset Management 0.09% Add +40.5% 77,825 $9.0M
Trilogy Capital Inc. 0.46% Reduce -1.8% 77,745 $9.0M
Ellis Investment Partners, LLC 1.76% Add +2.7% 77,575 $8.9M
Fidelis Capital Partners, LLC 0.89% Add +36.7% 75,902 $8.9M
Select Asset Management & Trust 3.43% Reduce -34.6% 76,856 $8.9M
Econ Financial Services Corp 5.03% Add +111.5% 76,019 $8.8M
Rossmore Private Capital 1.08% Add +4.0% 75,895 $8.7M
Sylvest Advisors, LLC 5.37% — 75,753 $8.7M
SkyOak Wealth, LLC 1.85% Reduce -8.2% 75,209 $8.7M
Next Level Wealth Planning, LLC 6.81% — 75,103 $8.7M
Avior Wealth Management, LLC 0.32% Add +3.7% 75,014 $8.6M
Magnolia Wealth Management, LLC 5.93% Add +5.2% 74,063 $8.5M
Boston Research & Management Inc. 2.08% Reduce -1.2% 73,873 $8.5M
Legacy Trust 1.97% Reduce -0.2% 73,847 $8.5M
Sherman Asset Management, Inc. 7.78% — 73,831 $8.5M
LVW Advisors, LLC 1.04% Add +36.2% 73,771 $8.5M
Csenge Advisory Group 0.46% Add +12.0% 73,497 $8.5M
F/m Investments LLC 0.31% Add +4.6% 73,272 $8.4M
Pps&v Asset Management Consultants, Inc. 5.67% Reduce -0.9% 72,818 $8.4M
Citizens National Bank Trust Department 1.76% Add +1.5% 72,285 $8.3M
CVA Family Office, LLC 1.32% Reduce -0.5% 72,173 $8.3M
Roble, Belko & Company, Inc 1.32% Reduce -0.5% 71,991 $8.3M
Dorsey & Whitney Trust CO LLC 0.46% Add +13.1% 71,824 $8.3M
Arkadios Wealth Advisors 0.45% Add +16.2% 71,671 $8.3M
Watts Gwilliam & Co., LLC 1.74% Add +2.3% 71,341 $8.2M
Alley Investment Management Company, LLC 1.04% Add +0.6% 71,347 $8.2M
Townsquare Capital LLC 0.09% Add +135.5% 71,280 $8.2M
Harbor Advisory Corp. 2.69% Add +2.2% 71,106 $8.2M
Royal Fund Management, LLC 0.89% Reduce -57.8% 70,839 $8.2M
Tandem Wealth Advisors LLC 4.15% Reduce -4.3% 70,654 $8.1M
Keel Point, LLC 0.65% Reduce -5.1% 70,607 $8.1M
Waverly Advisors, LLC 0.13% Add +85.2% 70,172 $8.1M
DAVENPORT & Co LLC 0.05% Add +6.5% 69,726 $8.0M
Richwood Investment Advisors, LLC 6.69% Add +1.8% 69,647 $8.0M
BostonPremier Wealth LLC 4.86% — 69,593 $8.0M
Tectonic Advisors LLC 0.52% Add +2.4% 69,543 $8.0M
Plan Group Financial, LLC 4.21% Add +0.9% 69,258 $8.0M
Global Wealth Management Investment Advisory, Inc. 1.64% Add +4.5% 68,931 $7.9M
Emergent Wealth Advisors, LLC 5.75% Add +3.3% 68,916 $7.9M
Pacific Financial Group Inc. 5.87% Reduce -3.7% 68,618 $7.9M
IMA Advisory Services, Inc. 0.95% New 68,488 $7.9M
Arcadia Investment Advisors LLC 4.30% Reduce -2.7% 68,447 $7.9M
Peak Financial Management, Inc. 2.36% Add +3.0% 68,333 $7.9M
Integrated Advisors Network LLC 0.38% Add +3.9% 68,275 $7.9M
Howe & Rusling Inc. 0.68% Add +0.7% 67,998 $7.8M
Serenus Wealth Advisors, LLC 1.36% — 67,982 $7.8M
Bell Investment Advisors, Inc 1.46% Reduce -0.1% 67,752 $7.8M
Meridian Financial Advisors, LLC 5.38% Reduce -0.6% 67,599 $7.8M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 7.66% — 67,578 $7.8M
Capital Investment Advisory Services, LLC 0.75% Reduce -4.7% 67,363 $7.8M
Burkett Financial Services, LLC 3.15% Add +0.2% 66,781 $7.7M
Soltis Investment Advisors LLC 0.71% Reduce -1.6% 66,645 $7.7M
KOM Wealth Management Group, LLC 5.64% Add +3.1% 66,332 $7.6M
CCG Wealth Management, LLC 4.25% Reduce -1.1% 66,206 $7.6M
Callan Family Office, LLC 0.48% Add +11.6% 66,147 $7.6M
Nwam LLC 0.47% Reduce -22.7% 66,131 $7.6M
Etesian Wealth Advisors, Inc. 3.37% Add +1.5% 66,040 $7.6M
Sard Wealth Management Group, LLC 5.09% Add +2.3% 65,769 $7.6M
White Pine Investment CO 2.04% Reduce -5.3% 65,413 $7.5M
RFG Advisory, LLC 0.21% Add +3.5% 65,403 $7.5M
Strategic Financial Partners, Ltd. 3.83% Reduce -5.2% 65,096 $7.5M
SouthState Bank Corp 0.49% Add +34.6% 64,895 $7.5M
IHT Wealth Management, LLC 0.24% Reduce -15.4% 64,886 $7.5M
Resolute Advisors LLC 1.50% Add +5.2% 64,638 $7.4M
Hiley Hunt Wealth Management 4.13% Add +3.4% 64,540 $7.4M
Noesis Capital Mangement Corp. 1.41% Add +3.9% 64,255 $7.4M
HBK Sorce Advisory LLC 0.22% Reduce -0.7% 64,164 $7.4M
Associated Banc-Corp 0.22% Reduce -2.5% 63,916 $7.4M
Syon Capital LLC 0.66% Add +101.2% 63,898 $7.4M
Certuity, LLC 0.80% Add +22.6% 63,616 $7.3M
Arete Wealth Advisors, LLC 0.53% Add +19.8% 63,126 $7.3M
Moody National Bank Trust Division 0.76% Reduce -5.6% 63,104 $7.3M
Premier Path Wealth Partners, LLC 1.11% Add +1.9% 63,055 $7.3M
Western Wealth Management, LLC 0.39% Add +36.9% 62,957 $7.3M
Meridian Wealth Management, LLC 0.34% Add +2.2% 62,957 $7.3M
KMG Fiduciary Partners, LLC 0.60% Reduce -0.8% 62,810 $7.2M
CPC Advisors, LLC 0.98% Reduce -2.0% 62,598 $7.2M
Allen Investment Management, LLC 0.08% No change 62,583 $7.2M
GTS Securities LLC 0.35% New 62,478 $7.2M
Uptown Financial Advisors LLC 7.68% — 61,826 $7.1M
Landing Point Financial Group, LLC 5.43% — 61,578 $7.1M
American Money Management, LLC 1.38% Add +2.7% 61,553 $7.1M
May Hill Capital, LLC 2.74% — 61,517 $7.1M
Hudson Capital Management LLC 2.28% Reduce -4.1% 61,398 $7.1M
Polianta Ltd 3.36% New 61,100 $7.0M
Cornerstone Wealth Group, LLC 0.57% Add +0.4% 60,918 $7.0M
Cozad Asset Management Inc. 0.65% Add +10.9% 60,521 $7.0M
Mascoma Wealth Management LLC 1.75% Add +2.5% 60,403 $7.0M
AE Wealth Management LLC 0.06% Reduce -38.4% 60,254 $6.9M
Hills Bank & Trust Co 0.52% Reduce -6.2% 60,152 $6.9M
Aristides Capital LLC 2.16% New 60,000 $6.9M
PFG Private Wealth Management, LLC 3.93% Add +2.5% 59,895 $6.9M
Betterment LLC 0.02% Reduce -22.5% 59,754 $6.9M
Boston Family Office LLC 0.47% Reduce -2.9% 59,694 $6.9M
Geneos Wealth Management Inc. 0.24% Reduce -5.4% 59,672 $6.9M
Triangle Securities Wealth Management 1.76% Add +0.8% 59,658 $6.9M
Titleist Asset Management, LLC 0.79% Add +29.6% 59,451 $6.8M
Vectors Research Management, LLC 2.33% Add +7.6% 59,386 $6.8M
Arkansas Financial Group, Inc. 1.10% Reduce -1.5% 59,120 $6.8M
CFS Investment Advisory Services, LLC 0.61% Reduce -46.4% 58,630 $6.8M
Cordgrass Capital Advisors, LLC 1.96% Add +1.4% 58,607 $6.8M
J.W. Cole Advisors, Inc. 0.27% Add +1.0% 58,325 $6.7M
TKG Advisors, LLC 3.09% Add +52.2% 56,306 $6.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.19% Add +39.8% 57,962 $6.7M
Flagship Harbor Advisors, LLC 0.35% Add +1.8% 57,931 $6.7M
Hilltop Holdings Inc. 0.42% Add +74.8% 57,720 $6.7M
ADG Wealth Management Group, LLC 5.90% — 57,710 $6.6M
Sowell Financial Services LLC 0.35% Reduce -25.4% 57,641 $6.6M
FDx Advisors, Inc. 1.94% Add +27.8% 57,565 $6.6M
Independent Financial Group, LLC 0.22% Add +26.5% 57,565 $6.6M
Counterweight Ventures, LLC 4.69% Add +1.4% 57,565 $6.6M
Mather Group, Llc. 0.09% Reduce -5.6% 57,499 $6.6M
KFA Private Wealth Group, LLC 2.77% Add +21.4% 57,326 $6.6M
Continuum Wealth Advisors, LLC 3.33% Add +343.9% 57,220 $6.6M
Montecito Bank & Trust 1.14% Add +0.2% 57,111 $6.6M
Phillips Financial Management, LLC 0.52% Reduce -18.9% 56,832 $6.5M
IFS Advisors, LLC 5.14% Reduce -1.2% 56,794 $6.5M
Susquehanna International Group, LLP 0.01% Add +547.8% 56,726 $6.5M
SPC Financial, Inc. 0.57% Add +9.1% 56,599 $6.5M
Orrstown Financial Services Inc. 1.75% Reduce -16.0% 56,525 $6.5M
First National Bank of Hutchinson 3.93% Reduce -2.5% 56,361 $6.5M
Americana Partners, LLC 0.27% Add +2.6% 56,332 $6.5M
Goldstone Financial Group, LLC 1.02% Add +26.3% 56,329 $6.5M
First Hawaiian Bank 0.21% Reduce -14.2% 56,285 $6.5M
Burns J W & Co. Inc. 0.83% Add +19.6% 56,123 $6.5M
Provident Wealth Management, LLC 2.16% Add +7.4% 56,092 $6.5M
Boltwood Capital Management 1.97% Reduce -0.7% 56,046 $6.5M
Good Life Advisors, LLC 0.47% Reduce -42.7% 55,971 $6.4M
Elwood & Goetz Wealth Advisory Group, LLC 1.57% Reduce -0.8% 55,915 $6.4M
MTC Wealth Management LLC 3.09% Reduce -2.8% 55,733 $6.4M
EPG Wealth Management LLC 1.68% Add +19.8% 55,407 $6.4M
O'shaughnessy Asset Management, LLC 0.05% Add +39.1% 55,047 $6.3M
Snowden Capital Advisors LLC 0.20% Add +1.7% 54,907 $6.3M
ERn Financial, LLC 0.95% Add +1.2% 54,793 $6.3M
Stonehearth Capital Management, LLC 2.53% Add +0.5% 54,717 $6.3M
Elevation Wealth Partners, LLC 2.65% Add +4.9% 54,389 $6.3M
Atria Investments, Inc 0.08% Reduce -11.5% 54,178 $6.2M
Mayflower Financial Advisors, LLC 0.93% Reduce -1.8% 54,159 $6.2M
TCTC Holdings, LLC 0.22% Add +1.8% 53,801 $6.2M
Welch & Forbes LLC 0.08% Add +57.6% 53,510 $6.2M
Creekmur Asset Management LLC 1.40% Add +40.2% 53,208 $6.1M
Summit Global Investments 0.38% Reduce -0.8% 53,110 $6.1M
Sunbelt Securities, Inc. 0.54% Add +2.9% 53,209 $6.1M
Naples Global Advisors, LLC 0.57% Add +6.8% 53,041 $6.1M
Tritonpoint Wealth, LLC 0.55% Add +4.8% 52,897 $6.1M
Jefferies Financial Group Inc. 0.07% Reduce -21.9% 52,614 $6.1M
Hopwood Financial Services, Inc. 4.59% — 52,578 $6.1M
Private Advisory Group LLC 0.68% Add +4.8% 52,394 $6.0M
Lee Johnson Capital Management, LLC 3.17% Add +29.0% 52,067 $6.0M
Madison Wealth Partners, Inc 1.68% Reduce -0.3% 52,051 $6.0M
Lynch & Associates 1.30% Add +3.2% 52,049 $6.0M
1900 Wealth Management LLC 0.50% Add +2.0% 51,793 $6.0M
Bigelow Investment Advisors, LLC 2.80% Add +1.5% 51,768 $6.0M
Commerce Bank 0.04% Add +5.1% 51,719 $6.0M
Apella Capital, LLC 0.23% Reduce -0.2% 51,666 $6.0M
Mason Street Advisors, LLC 0.77% Reduce -61.4% 51,600 $5.9M
Parthenon LLC 0.72% Add +0.8% 51,527 $5.9M
Carnegie Investment Counsel 0.17% Add +10.7% 51,411 $5.9M
CX Institutional 0.24% Add +15.6% 51,403 $5.9M
Stephenson & Company, Inc. 3.98% Add +5.1% 51,288 $5.9M
Black Swift Group, LLC 1.25% Add +6.8% 51,276 $5.9M
TD Asset Management Inc 0.01% Reduce -80.3% 51,181 $5.9M
Element Wealth, LLC 3.08% Add +4.0% 51,161 $5.9M
Stephens Inc. 0.08% Add +11.0% 50,873 $5.9M
Empower Advisory Group, LLC 0.02% Reduce -3.9% 50,817 $5.9M
NTV Asset Management LLC 0.77% Reduce -5.2% 50,814 $5.9M
Muirfield Wealth Advisors LLC 4.83% Add +1.3% 50,800 $5.9M
Telos Capital Management, Inc. 0.62% Add +3.7% 50,800 $5.9M
Lindbrook Capital, LLC 0.53% Reduce -12.7% 50,540 $5.8M
Summit Financial, LLC 0.20% Reduce -7.3% 50,180 $5.8M
Victory Financial Group, LLC 1.52% — 50,169 $5.8M
Ballew Advisors, Inc 3.68% Add +4.9% 50,792 $5.8M
Causey Wealth LLC 3.35% — 49,901 $5.7M
Old National Bancorp 0.14% Add +8.4% 49,897 $5.7M
GC Wealth Management RIA, LLC 1.01% Reduce -1.5% 49,881 $5.7M
Leo Wealth, LLC 0.51% Add +16.9% 49,838 $5.7M
National Bank of Canada 0.01% Add +21.2% 49,787 $5.7M
Elyxium Wealth, LLC 3.49% Add +4.5% 49,764 $5.7M
Latko Wealth Management, Ltd. 3.38% Add +1.2% 49,545 $5.7M
Accretive Wealth Partners, LLC 2.42% Reduce -1.4% 49,420 $5.7M
JSF Financial, LLC 1.52% Add +193.0% 49,270 $5.7M
Romano Brothers and Company 0.71% Add +8.8% 49,124 $5.7M
Keeler & Nadler Financial Planning & Wealth Management 2.64% Add +9.3% 48,956 $5.6M
Wick Capital Partners, LLC 1.66% Add +1.3% 48,755 $5.6M
Mandatum Life Insurance Co Ltd 1.66% No change 48,720 $5.6M
Aspetuck Financial Management LLC 4.37% — 48,711 $5.6M
HM Payson & Co. 0.10% Add +4.2% 48,585 $5.6M
Verde Capital Management 1.58% Reduce -11.2% 48,549 $5.6M
Alexis Investment Partners, LLC 2.73% — 48,534 $5.6M
City Holding Co. 0.79% Add +11.8% 48,170 $5.6M
Strategic Blueprint, LLC 0.33% Reduce -5.2% 48,117 $5.5M
Garde Capital, Inc. 0.36% Reduce -0.5% 48,034 $5.5M
Private Trust Co. NA 0.57% Reduce -1.0% 47,878 $5.5M
Elevation Point Wealth Partners, LLC 0.45% Add +3.8% 47,852 $5.5M
Cantor Fitzgerald Investment Advisors L.P. 0.38% Reduce -1.0% 47,733 $5.5M
Bremer Bank National Association 1.09% Add +0.1% 47,716 $5.5M
Mutual Advisors, LLC 0.16% Reduce -28.3% 46,784 $5.5M
TD Waterhouse Canada Inc. 0.04% Add +57.2% 47,525 $5.5M
Bay Capital Advisors, LLC 4.40% — 47,479 $5.5M
Davidson Capital Management Inc. 1.44% Add +2.5% 47,423 $5.5M
Anb Bank 2.38% — 47,131 $5.4M
LYNX Capital Group Ltd. 3.11% Add +10.6% 46,875 $5.4M
Citizens Business Bank 1.29% Reduce -27.9% 46,875 $5.4M
Variant Private Wealth, LLC 5.14% — 46,791 $5.4M
Valley National Advisers Inc. 0.97% Add +2.6% 46,683 $5.4M
Country Club Bank 0.36% Add +0.6% 46,570 $5.4M
Pettyjohn, Wood & White, Inc. 0.98% Reduce -0.1% 46,358 $5.3M
B. Riley Wealth Advisors, Inc. 0.17% Reduce -22.3% 46,165 $5.3M
Simplicity Wealth,LLC 1.11% Reduce -6.9% 46,126 $5.3M
Middleton & Co. Inc. 0.58% Reduce -9.2% 45,889 $5.3M
Florida Trust Wealth Management Co 0.17% Add +21.1% 45,769 $5.3M
Performa Ltd (US), LLC 1.85% Add +32.4% 45,565 $5.2M
Independent Solutions Wealth Management, LLC 1.14% Reduce -14.1% 45,371 $5.2M
Bellwether Advisors, LLC 0.93% Reduce -0.7% 45,272 $5.2M
AtlasMark Financial, Inc 4.79% Add +4.9% 45,205 $5.2M
MSH Capital Advisors LLC 1.62% Add +6.4% 44,629 $5.1M
SlateStone Wealth, LLC 0.50% Add +14.9% 44,620 $5.1M
Peoples Bank 3.02% Reduce -6.7% 44,587 $5.1M
Sound Stewardship, LLC 3.04% Reduce -0.5% 44,458 $5.1M
Park Place Capital Corp 1.42% Reduce -24.2% 44,105 $5.1M
Coign Capital Advisors LLC 4.68% — 44,096 $5.1M
Midwest Professional Planners, LTD. 1.51% Add +85.8% 43,956 $5.1M
Fortitude Family Office, LLC 1.81% Add +20.0% 43,945 $5.1M
G&S Capital LLC 2.09% Add +47.4% 43,938 $5.1M
Coastline Trust Co 0.59% Reduce -4.7% 43,770 $5.0M
Roehl & Yi Investment Advisors, LLC 2.77% — 43,714 $5.0M
Aspect Partners, LLC 2.90% Reduce -0.8% 43,651 $5.0M
Eldridge Investment Advisors, Inc. 1.17% Reduce -0.1% 43,547 $5.0M
MidAtlantic Capital Management, Inc. 3.67% Add +5.2% 43,530 $5.0M
Global Trust Asset Management, LLC 1.89% Reduce -3.4% 43,238 $5.0M
Trans-Canada Capital Inc. 0.50% — 43,215 $5.0M
Lee Financial Co 0.69% Add +2.2% 42,678 $4.9M
MRP Capital Investments, LLC 4.47% Add +7.5% 42,563 $4.9M
Leavell Investment Management, Inc. 0.24% Reduce -1.8% 42,527 $4.9M
Mutual of America Capital Management LLC 0.05% Add +61.7% 42,327 $4.9M
Wetzel Investment Advisors, Inc. 2.43% Add +4.7% 42,306 $4.9M
Matrix Asset Advisors Inc. 0.53% Add +17.2% 42,211 $4.9M
Vista Investment Management 1.84% Reduce -1.8% 42,166 $4.9M
Ameritas Investment Partners, Inc. 0.16% Add +1.1% 42,127 $4.9M
Means Investment Co., Inc. 0.50% Reduce -1.3% 42,067 $4.8M
Cape Ann Savings Bank 2.85% Reduce -3.5% 41,970 $4.8M
Kanawha Capital Management LLC 0.38% Add +15.0% 41,741 $4.8M
Estate Counselors, LLC 0.51% Add +103.2% 41,693 $4.8M
Melone Private Wealth, LLC 2.48% Add +36.0% 41,561 $4.8M
Colonial Trust Advisors 0.42% Add +16.0% 41,554 $4.8M
Gallagher Capital Advisors, LLC 3.49% — 41,515 $4.8M
Magnolia Capital Management Ltd. 3.80% Add +0.6% 41,476 $4.8M
Sachetta, LLC 1.89% Reduce -0.2% 41,451 $4.8M
Amara Financial, Llc. 4.40% Add +5.4% 41,390 $4.8M
Centennial Bank 2.24% Reduce -1.0% 41,339 $4.8M
Johnson Financial Group, Inc. 0.22% Reduce -60.8% 40,133 $4.8M
Zacks Investment Management 0.04% Add +15.2% 41,199 $4.7M
Parsons Capital Management Inc. 0.26% Reduce -2.5% 41,187 $4.7M
Landmark Wealth Management, LLC 2.10% Reduce -1.0% 41,172 $4.7M
Mechanics Financial Corp 2.13% Reduce -1.5% 41,121 $4.7M
Columbus Macro, LLC 0.66% Add +501.0% 41,113 $4.7M
Greenfield Savings Bank 2.27% Add +2.0% 41,027 $4.7M
Brown Wealth Management, LLC 1.68% New 41,014 $4.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.09% Add +12.3% 41,000 $4.7M
SageView Advisory Group, LLC 0.20% Add +198.3% 40,989 $4.7M
Planning Directions Inc. 2.73% Add +17.1% 40,830 $4.7M
Sheets Smith Wealth Management 0.57% Reduce -1.2% 40,827 $4.7M
Harbor Investment Advisory, LLC 0.44% Add +105.0% 40,549 $4.7M
Consolidated Portfolio Review Corp 0.74% Add +162.1% 40,406 $4.7M
Alliance Wealth Management Group 1.24% Add +0.1% 40,373 $4.7M
Renaissance Technologies 0.01% New 40,300 $4.6M
Scotia Capital Inc. 0.02% New 40,239 $4.6M
Afg Fiduciary Services Limited Partnership 3.28% Add +0.2% 39,408 $4.6M
Sage Mountain Advisors LLC 0.34% Add +34.7% 40,009 $4.6M
Kentucky Farm Bureau Mutual Insurance Co 1.04% No change 40,000 $4.6M
Madison Park Capital Advisors, LLC 3.68% Reduce -23.4% 39,991 $4.6M
Stone Summit Wealth LLC 1.55% Add +1.0% 39,974 $4.6M
PKO Investment Management Joint-Stock Co 0.57% Reduce -79.0% 39,786 $4.6M
Unionview, LLC 3.35% Reduce -0.6% 39,562 $4.6M
Baker Avenue Asset Management, LP 0.14% Add +14.4% 39,648 $4.6M
Convergence Financial, LLC 0.91% Add +29.4% 39,639 $4.6M
Lakeshore Financial Planning, Inc. 1.93% Add +2.6% 39,243 $4.5M
Antonelli Financial Advisors, LLC 3.82% — 39,221 $4.5M
Stratos Investment Management, LLC 0.27% Add +65.2% 39,130 $4.5M
Abundance Wealth Counselors 0.98% Reduce -2.7% 39,053 $4.5M
Sterling Investment Counsel, LLC 2.97% Reduce -0.0% 38,940 $4.5M
Wescott Financial Advisory Group, LLC 0.46% Add +2.2% 38,898 $4.5M
Paragon Private Wealth Management, LLC 2.05% Add +9.4% 38,575 $4.4M
Astoria Strategic Wealth, Inc. 1.32% Add +1.0% 38,435 $4.4M
Boyd Wealth Management, LLC 2.17% Reduce -5.7% 38,269 $4.4M
Fourpath Capital Management, LLC 0.82% Reduce -1.1% 38,236 $4.4M
World Equity Group, Inc. 0.94% Add +105.2% 38,192 $4.4M
Souders Financial Advisors 0.61% Reduce -5.4% 37,999 $4.4M
Drive Wealth Management, LLC 1.07% Add +12.6% 37,867 $4.4M
Evercore Wealth Management, LLC 0.07% Add +0.1% 37,846 $4.4M
Freedom Investment Management, Inc. 0.36% Reduce -1.5% 37,775 $4.4M
Gateway Wealth Partners, LLC 1.12% Add +1.0% 37,657 $4.3M
Colonial Trust Co / SC 0.64% Add +19.2% 37,352 $4.3M
Sabal Trust CO 0.25% Reduce -2.9% 37,289 $4.3M
Heritage Investors Management Corp. 0.14% Add +2.6% 37,214 $4.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 33,686 $4.3M
WBH Advisory Inc. 0.40% Add +1.8% 37,110 $4.3M
AlTi Global, Inc. 0.10% Add +36.2% 37,106 $4.3M
Spinnaker Trust 0.27% Add +0.0% 37,102 $4.3M
Buckingham Capital Management, Inc. 0.49% Reduce -4.0% 36,985 $4.3M
Old Mission Investment Co LLC 1.27% Reduce -1.1% 36,883 $4.2M
Campion Asset Management 3.20% Add +4.4% 36,790 $4.2M
Windsor Capital Management, LLC 1.25% Reduce -2.7% 36,706 $4.2M
Retirement Planning Group, LLC 0.21% Reduce -25.4% 36,619 $4.2M
Lee Danner & Bass Inc. 0.33% Add +7.0% 36,280 $4.2M
U.S. Capital Wealth Advisors, LLC 0.13% Add +6.3% 36,176 $4.2M
Focus Financial Network, Inc. 0.17% Add +10.3% 36,078 $4.2M
Carl P. Sherr & Co., LLC 2.18% Add +1.6% 36,067 $4.2M
Urban Financial Advisory Corp 2.28% Add +2.1% 36,049 $4.2M
Aristotle Capital Boston, LLC 0.15% Reduce -34.4% 35,871 $4.1M
Adirondack Trust Co. 1.58% Reduce -0.7% 35,823 $4.1M
Compound Planning, Inc. 0.21% Reduce -2.9% 35,593 $4.1M
PCA Investment Advisory Services Inc. 1.90% Reduce -1.3% 35,525 $4.1M
Ewa, LLC 1.54% Add +3.4% 35,498 $4.1M
Canopy Partners, LLC 1.56% No change 35,410 $4.1M
Baron Financial Group, LLC 2.52% Reduce -3.2% 35,244 $4.1M
Conquis Financial LLC 4.15% — 35,196 $4.1M
Solidarity Wealth, LLC 1.06% New 35,160 $4.1M
RFP Financial Group LLC 1.57% Reduce -48.3% 34,999 $4.0M
Silver Oak Securities, Incorporated 0.37% Reduce -2.8% 34,848 $4.0M
Southern Style Financial, Inc. 3.24% — 34,735 $4.0M
Perennial Investment Advisors, LLC 0.47% Add +7.4% 34,740 $4.0M
Hi-Line Capital Management, LLC 1.75% New 34,652 $4.0M
Journey Beyond Wealth, LLC 3.75% — 34,626 $4.0M
Meeder Advisory Services, Inc. 0.25% Add +7.7% 34,568 $4.0M
Greykasell Wealth Strategies, Inc. 2.21% — 34,510 $4.0M
Optima Capital LLC 2.74% — 34,506 $4.0M
Beaumont Financial Advisors, LLC 0.30% Add +49.4% 34,458 $4.0M
Alpha Financial Partners LLC 3.14% Add +1343.1% 34,432 $4.0M
Newton One Investments LLC 1.52% Add +2.7% 34,305 $4.0M
Quantinno Capital Management LP 0.04% Add +397.2% 34,094 $3.9M
Factor Wealth Management LTD 1.30% — 34,087 $3.9M
Wolff Wiese Magana LLC 2.60% Add +1.2% 34,071 $3.9M
Stratos Wealth Advisors, LLC 0.19% Reduce -44.1% 33,909 $3.9M
Farmers Trust Co. 0.73% Add +0.1% 33,860 $3.9M
Waldron Private Wealth LLC 0.16% Add +1.2% 33,817 $3.9M
National Philanthropic Trust 0.06% No change 33,798 $3.9M
Trustmark Bank Trust Department 0.29% Reduce -0.6% 33,739 $3.9M
Birchbrook, Inc. 2.21% Reduce -2.3% 33,734 $3.9M
Olde Wealth Management, LLC 1.39% Reduce -3.4% 33,721 $3.9M
Sterling Investment Advisors LLC 2.27% Reduce -3.1% 33,685 $3.9M
Bryn Mawr Trust Advisors, LLC 0.21% Add +6.2% 33,640 $3.9M
Wedbush Securities Inc. 0.14% Add +5.6% 33,631 $3.9M
SevenBridge Financial Group, LLC 0.73% Reduce -4.2% 33,029 $3.9M
Noble Wealth Management PBC 2.68% — 33,539 $3.9M
Nepc LLC 0.10% Add +1.4% 33,476 $3.9M
Keebeck Wealth Management 0.56% Reduce -53.5% 33,440 $3.9M
Fairvoy Private Wealth, LLC 1.02% — 33,407 $3.8M
Lee, Kelleher & Klein Wealth Management 2.73% — 33,278 $3.8M
Next Capital Management LLC 1.57% Add +9.0% 33,232 $3.8M
Palisade Asset Management, LLC 0.39% Add +1.9% 33,063 $3.8M
Mill Creek Capital Advisors, LLC 0.09% Add +55.4% 32,947 $3.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.40% Add +0.5% 31,727 $3.8M
Quad-Cities Investment Group, LLC 1.85% Add +0.8% 32,728 $3.8M
Hubbell Strickland Wealth Management, LLC 1.79% Add +10.3% 32,711 $3.8M
Greenup Street Wealth Management LLC 0.75% New 32,661 $3.8M
Essex Financial Services, Inc. 0.27% Reduce -1.5% 32,627 $3.8M
Provenance Wealth Advisors, LLC 0.49% Add +5451.4% 32,587 $3.8M
Garrison Point Advisors, LLC 1.77% Add +11.8% 32,453 $3.7M
Verus Wealth Management, LLC 4.18% — 32,330 $3.7M
Transcendent Capital Group LLC 1.93% Add +4.8% 32,316 $3.7M
White Knight Strategic Wealth Advisors, LLC 1.55% Add +94.4% 32,237 $3.7M
First Western Trust Bank 0.17% Add +0.0% 32,198 $3.7M
Summit Place Financial Advisors, LLC 2.10% Reduce -2.3% 32,086 $3.7M
AAF Wealth Management, LLC 1.86% Reduce -7.5% 32,063 $3.7M
Affiance Financial, LLC 0.88% Reduce -0.1% 32,020 $3.7M
Thoroughbred Financial Services, LLC 0.23% Add +0.5% 32,012 $3.7M
Biltmore Family Office, LLC 0.62% Reduce -21.1% 32,008 $3.7M
Physician Wealth Advisors, Inc. 0.62% Reduce -9.2% 31,984 $3.7M
Family Firm, Inc. 0.82% Add +2.5% 31,834 $3.7M
Midwest Financial Group LLC 2.10% Add +2.0% 31,810 $3.7M
AMG National Trust Bank 0.10% Add +1.3% 31,829 $3.7M
Summit Wealth Partners, LLC 0.75% Reduce -2.5% 31,785 $3.7M
Wesbanco Bank Inc. 0.13% Reduce -29.4% 31,783 $3.7M
Well Done, LLC 0.67% No change 31,151 $3.6M
Corundum Trust Company, INC 10.89% Reduce -5.4% 31,490 $3.6M
Heritage Wealth Management, Inc./Texas 2.13% Reduce -8.6% 31,388 $3.6M
Sebold Capital Management, Inc. 2.42% Reduce -1.3% 31,384 $3.6M
Wealthquest Corp 0.29% Reduce -1.0% 31,336 $3.6M
Congress Park Capital LLC 1.31% Reduce -1.1% 31,299 $3.6M
Emerald Advisors, LLC 0.50% Add +3.0% 31,261 $3.6M
Koshinski Asset Management, Inc. 0.31% Add +5.2% 31,211 $3.6M
StoneX Group Inc. 0.20% Add +15.9% 31,187 $3.6M
Continuum Advisory, LLC 0.46% Add +0.2% 31,156 $3.6M
Signature Estate & Investment Advisors LLC 0.09% Reduce -11.8% 31,118 $3.6M
FAS Wealth Partners, Inc. 0.30% Reduce -6.4% 31,091 $3.6M
TrinityPoint Wealth, LLC 0.50% Add +1.0% 31,014 $3.6M
Montis Financial, LLC 1.10% Reduce -31.8% 30,964 $3.6M
Central Bank & Trust Co. 0.54% Add +5.3% 30,886 $3.6M
Vawter Financial, Ltd. 2.13% Add +0.7% 30,761 $3.5M
Jacobi Capital Management LLC 0.26% Add +26.0% 30,743 $3.5M
SOA Wealth Advisors, LLC. 0.65% Reduce -2.4% 30,618 $3.5M
Diversified Trust Co. 0.09% Reduce -2.5% 30,580 $3.5M
Swmg, LLC 1.40% Add +43.3% 29,602 $3.5M
KPP Advisory Services LLC 0.83% Add +2.9% 30,514 $3.5M
Badgley Phelps Wealth Managers, LLC 0.08% Add +0.2% 30,260 $3.5M
Asset Management Group, Inc. 0.62% Reduce -0.2% 30,254 $3.5M
PrairieView Partners, LLC 0.36% Reduce -18.3% 30,160 $3.5M
Quadrature Capital Ltd 0.07% New 30,156 $3.5M
McNamara Financial Services, Inc. 0.82% Reduce -26.3% 30,147 $3.5M
New Hampshire Trust 0.73% Reduce -8.7% 30,093 $3.5M
Delta Wealth Advisors LLC 3.26% Reduce -11.5% 30,034 $3.5M
United Bank 1.46% Add +3.8% 29,946 $3.5M
Brighton Jones LLC 0.10% Add +24.3% 29,944 $3.5M
Beirne Wealth Consulting Services, LLC 1.24% Add +1.3% 29,741 $3.4M
RVW Wealth, LLC 0.32% Reduce -3.3% 29,761 $3.4M
First Manhattan Co. Llc. 0.01% Reduce -15.0% 29,698 $3.4M
Modern Wealth Management, LLC 0.13% Reduce -3.9% 29,633 $3.4M
Sound Income Strategies, LLC 0.21% Add +165.9% 29,465 $3.4M
Madden Advisory Services, Inc. 1.57% Add +1.6% 29,423 $3.4M
Balanced Wealth Group LLC 1.51% Reduce -3.1% 28,495 $3.4M
Arrowroot Family Office, LLC 1.75% Add +5.8% 29,261 $3.4M
Aft, Forsyth & Company, Inc. 1.64% Reduce -1.8% 29,047 $3.3M
DBK Financial Counsel, LLC 3.36% Add +0.1% 28,955 $3.3M
Eley Financial Management, Inc 1.30% Add +0.4% 28,876 $3.3M
Syntax Research, Inc. 2.38% Add +12.7% 28,848 $3.3M
Viewpoint Capital Management LLC 1.74% No change 28,749 $3.3M
Capital Group Private Client Services, Inc. 0.03% Add +134.2% 28,682 $3.3M
Vanguard Group Inc. 0.00% Add +2.8% 28,649 $3.3M
Cahill Financial Advisors Inc. 0.45% Add +7.6% 28,643 $3.3M
Pure Financial Advisors, LLC 0.07% Reduce -4.6% 28,528 $3.3M
Capital Planning LLC 0.86% Add +7.3% 28,506 $3.3M
Pennsylvania Capital Management Inc. 1.13% Add +17.0% 28,382 $3.3M
CoreFirst Bank & Trust 1.94% Add +5.2% 28,352 $3.3M
Union Savings Bank 1.60% Reduce -3.1% 28,319 $3.3M
Vickerman Investment Advisors, Inc. 0.88% Add +1.4% 28,100 $3.2M
Steigerwald, Gordon & Koch Inc. 0.37% Reduce -1.1% 28,090 $3.2M
Golden State Wealth Management, LLC 0.48% — 28,081 $3.2M
Focus Partners Advisor Solutions, LLC 0.05% Add +26.9% 28,003 $3.2M
Trust Co. of Toledo NA 0.42% Add +4.9% 27,776 $3.2M
Loomis Sayles & Co. L P 0.00% Add +4.7% 27,725 $3.2M
Wealth Management Partners, LLC 1.38% Add +2.7% 27,691 $3.2M
IMC-Chicago, LLC 0.09% Add +143.8% 27,579 $3.2M
Innovative Wealth Building LLC 2.87% — 27,538 $3.2M
JMG Financial Group, Ltd. 0.11% Add +0.4% 27,419 $3.2M
Charles Schwab Trust Co 0.27% Reduce -2.1% 27,415 $3.2M
Wilshire Advisors LLC 1.15% Add +11.8% 27,318 $3.1M
Shepherd Kaplan Krochuk, LLC 2.63% Reduce -11.7% 27,255 $3.1M
Greenwood Capital Associates LLC 0.41% Reduce -27.3% 27,128 $3.1M
Sage Advisory Services, Ltd.Co. 1.85% New 27,062 $3.1M
Post Resch Tallon Group Inc. 3.01% — 27,029 $3.1M
STAR Financial Bank 2.22% Add +10.1% 26,820 $3.1M
Cornell Pochily Investment Advisors, Inc. 1.08% Add +0.4% 26,748 $3.1M
Cornerstone Wealth Management, LLC 0.21% Reduce -0.5% 26,730 $3.1M
Aspiriant, LLC 0.11% Add +7.0% 26,687 $3.1M
Kingswood Wealth Advisors, LLC 0.23% Add +43.1% 26,578 $3.1M
YANKCOM Partnership 1.64% — 26,568 $3.1M
Vestor Capital, LLC 0.23% Add +1.0% 26,464 $3.0M
Klaas Financial Asset Advisors, LLC 0.53% Reduce -2.0% 26,297 $3.0M
Transcend Capital Advisors, LLC 0.22% Add +6.7% 26,286 $3.0M
Newman Dignan & Sheerar, Inc. 0.77% Add +0.0% 26,156 $3.0M
Mullaney, Keating & Wright, Inc. 2.03% Add +23.6% 26,094 $3.0M
WealthCare Investment Partners, LLC 1.31% Add +0.8% 26,147 $3.0M
Breakwater Capital Group 0.60% Add +0.6% 26,049 $3.0M
Mechanics Bank Trust Department 0.40% Add +0.0% 25,910 $3.0M
Paladin Advisory Group, LLC 2.28% Reduce -0.9% 25,848 $3.0M
Spectrum Wealth Counsel, LLC 0.35% Add +219.2% 25,792 $3.0M
Argyle Capital Partners, LLC 2.54% — 25,727 $3.0M
Foundations Investment Advisors, LLC 0.06% Add +11.6% 25,659 $3.0M
Rialto Wealth Management, LLC 0.97% — 25,617 $3.0M
PFG Investments, LLC 0.18% Add +0.3% 25,608 $3.0M
TPG Advisors LLC 2.30% Add +2.0% 25,583 $2.9M
Bluestem Financial Advisors, LLC 1.39% Add +0.1% 25,550 $2.9M
Wealth Alliance, LLC 0.35% Reduce -2.9% 25,511 $2.9M
Gryphon Financial Partners LLC 0.42% Add +1.8% 25,400 $2.9M
Triton Financial Group Inc 1.82% Reduce -3.6% 25,317 $2.9M
Black Diamond Financial, LLC 0.44% Reduce -1.6% 25,240 $2.9M
Sei Investments Co. 0.00% Reduce -47.6% 25,232 $2.9M
American National Bank & Trust 0.32% Reduce -2.9% 25,219 $2.9M
Narus Financial Partners, LLC 0.98% Add +6.0% 25,115 $2.9M
Grant Street Asset Management, Inc. 0.76% Add +3.3% 25,114 $2.9M
Foundation Wealth Management, LLC\PA 1.40% — 25,112 $2.9M
Greenwich Wealth Management LLC 0.20% Reduce -0.1% 25,088 $2.9M
HUB Investment Partners, LLC 0.12% Reduce -1.7% 25,089 $2.9M
CreativeOne Wealth, LLC 0.09% Add +2.1% 25,088 $2.9M
Sage Financial Management Group, Inc. 1.07% Reduce -0.3% 25,010 $2.9M
Keystone Financial Group 0.28% Reduce -2.2% 24,853 $2.9M
Jaffetilchin Investment Partners, LLC 0.21% Add +0.1% 24,784 $2.9M
Van Hulzen Asset Management, LLC 0.21% Add +3.6% 24,644 $2.8M
Lewis Asset Management, LLC 2.17% Reduce -4.5% 24,618 $2.8M
LS Investment Advisors, LLC 0.42% Add +10.3% 24,574 $2.8M
UNIVEST FINANCIAL Corp 0.18% Reduce -10.8% 24,570 $2.8M
Southeast Asset Advisors, LLC 0.34% Add +0.6% 24,395 $2.8M
Pinnacle Wealth Planning Services, Inc. 0.42% Add +17.8% 24,391 $2.8M
Koesten, Hirschmann & Crabtree, INC. 1.61% Add +0.0% 24,321 $2.8M
Strategic Equity Management 1.18% Add +766.1% 24,311 $2.8M
Marshall & Sterling Wealth Advisors Inc. 1.94% — 24,307 $2.8M
Fortress Financial Solutions, LLC 3.99% — 24,295 $2.8M
Nixon Peabody Trust Co. 0.23% Reduce -0.9% 24,284 $2.8M
Magnolia Capital Advisors LLC 0.72% Add +51.4% 24,261 $2.8M
Shufro Rose & Co. LLC 0.22% Add +8.6% 24,244 $2.8M
Kagan Cocozza Asset Management 2.32% — 24,222 $2.8M
Calamos Advisors LLC 0.02% Add +3.7% 24,166 $2.8M
Rhumbline Advisers 0.00% Add +41.1% 24,114 $2.8M
Talisman Wealth Advisors LLC 2.93% Add +5.2% 23,989 $2.8M
CRA Financial Services, LLC 0.47% Reduce -5.6% 23,986 $2.8M
Armbruster Capital Management, Inc. 0.56% Add +3.2% 23,865 $2.7M
Boyd Watterson Asset Management LLC 0.77% No change 23,850 $2.7M
Founders Capital Management, LLC 0.49% No change 23,842 $2.7M
Wedmont Private Capital 0.14% Add +9.3% 24,261 $2.7M
Sepio Capital, LP 0.22% Reduce -3.7% 23,742 $2.7M
Fjell Capital, LLC 2.82% — 23,730 $2.7M
Tiemann Investment Advisors, LLC 1.21% Add +1.1% 23,688 $2.7M
Carr Financial Group Corp 0.85% Reduce -4.1% 23,608 $2.7M
Narwhal Capital Management 0.24% Reduce -0.7% 23,562 $2.7M
Centaurus Financial, Inc. 0.17% Add +32.1% 23,545 $2.7M
ABLE Financial Group, LLC 0.80% Reduce -57.1% 23,487 $2.7M
Santori & Peters, Inc. 1.03% Add +1.8% 23,439 $2.7M
Tradition Wealth Management, LLC 0.24% Reduce -1.6% 23,428 $2.7M
360 Financial, Inc. 0.97% Add +3.8% 23,262 $2.7M
Savvy Advisors, Inc. 0.32% Add +27.0% 23,246 $2.7M
Dohj, LLC 0.62% Reduce -6.5% 23,241 $2.7M
Granite FO LLC 1.52% Add +0.7% 23,150 $2.7M
1248 Management, LLC 1.15% — 23,128 $2.7M
Olistico Wealth, LLC 1.55% Add +6.5% 23,080 $2.7M
Glen Eagle Advisors, LLC 0.44% Add +9.6% 23,059 $2.7M
Forefront Wealth Partners, LLC 1.98% — 23,043 $2.7M
Pinnacle Bancorp, Inc. 0.86% Add +9.9% 23,034 $2.7M
Composition Wealth, LLC 0.05% Add +161.9% 23,016 $2.7M
Peterson Wealth Advisors, LLC 0.47% Add +0.7% 22,667 $2.6M
Keyvantage Wealth, LLC 1.88% — 22,825 $2.6M
Providence Capital Advisors, LLC 0.53% Reduce -3.4% 22,746 $2.6M
CM Wealth Advisors LLC 0.86% Add +0.5% 22,722 $2.6M
Y-Intercept (Hong Kong) Ltd 0.17% New 22,672 $2.6M
McGlone Suttner Wealth Management, Inc. 0.44% Add +19.8% 22,630 $2.6M
Investment Advisory Services Inc. /TX 0.92% Add +18.2% 22,626 $2.6M
Wiser Wealth Management, Inc 0.73% Add +3.3% 22,594 $2.6M
American State Bank (Iowa) 1.56% Add +2.8% 22,438 $2.6M
Moneywise, Inc. 1.29% Add +191.4% 22,355 $2.6M
Ullmann Wealth Partners Group, LLC 0.33% Reduce -1.7% 22,339 $2.6M
Westside Investment Management, Inc. 0.54% Reduce -0.2% 22,307 $2.6M
Quest 10 Wealth Builders, Inc. 2.55% — 22,270 $2.6M
NDWM LLC 2.13% Add +4.1% 22,102 $2.5M
Dana Investment Advisors, Inc. 0.08% Add +3.1% 22,059 $2.5M
Evanson Asset Management, LLC 0.17% Add +0.6% 22,007 $2.5M
SWS Partners 0.77% Reduce -58.2% 21,964 $2.5M
Snider Financial Group 0.78% Reduce -57.5% 21,928 $2.5M
Atlantic Edge Private Wealth Management, LLC 0.78% Add +51.0% 21,872 $2.5M
VeraBank, N.A. 0.71% Reduce -2.3% 21,832 $2.5M
First National Bank of Omaha 0.16% Reduce -1.5% 21,817 $2.5M
Smith Shellnut Wilson LLC 1.11% Add +11.7% 21,803 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -2.9% 21,771 $2.5M
TRUE Private Wealth Advisors 0.30% Reduce -11.3% 21,744 $2.5M
Roberts Wealth Advisors, LLC 0.76% Add +7.8% 21,388 $2.5M
Harmony Asset Management LLC 0.99% Reduce -2.9% 21,669 $2.5M
Founders Grove Wealth Partners, LLC 0.72% — 21,644 $2.5M
Veracity Capital LLC 0.91% Add +1.0% 21,606 $2.5M
Davis R M Inc. 0.05% Add +9.9% 21,591 $2.5M
Objective Capital Management, LLC 1.66% Reduce -0.4% 21,576 $2.5M
Smartleaf Asset Management LLC 0.25% Add +2238.6% 21,515 $2.5M
NorthRock Partners, LLC 0.08% Reduce -7.4% 21,463 $2.5M
Severin Investments, LLC 2.46% — 21,396 $2.5M
Novak & Powell Financial Services, Inc. 1.47% Add +0.3% 21,378 $2.5M
WCG Wealth Advisors LLC 0.16% Add +0.2% 21,368 $2.5M
Quantbot Technologies LP 0.09% New 21,337 $2.5M
Cullen/Frost Bankers, Inc. 0.03% Add +3.4% 21,303 $2.5M
Essential Planning, LLC. 0.02% New 20,449 $2.4M
Signaturefd, LLC 0.05% Reduce -1.3% 21,096 $2.4M
Carrera Capital Advisors 0.57% Reduce -7.8% 21,053 $2.4M
Chapin Davis, Inc. 0.79% No change 20,611 $2.4M
Cornerstone Advisors Asset Management, LLC 0.52% No change 20,901 $2.4M
Cibc World Market Inc. 0.01% Add +19.6% 20,882 $2.4M
Tranquility Partners, LLC 0.90% Reduce -6.8% 20,674 $2.4M
Culbertson A N & Co. Inc. 0.38% Add +1.8% 20,756 $2.4M
Municipal Employees' Retirement System of Michigan 0.03% No change 20,736 $2.4M
Viawealth, LLC 1.44% Reduce -13.6% 20,729 $2.4M
Novem Group 0.35% — 20,705 $2.4M
LaSalle St. Investment Advisors, LLC 0.74% Add +6.7% 20,671 $2.4M
Cambridge Associates LLC /Ma/ 0.08% No change 20,598 $2.4M
Intrua Financial, LLC 0.39% Reduce -2.5% 20,580 $2.4M
Agf Management Ltd. 0.01% Reduce -0.1% 20,486 $2.4M
RoundAngle Advisors LLC 2.25% — 20,476 $2.4M
O'Brien Greene & Co. Inc 0.77% Reduce -0.1% 20,449 $2.4M
Legacies Wealth LLC 1.82% Add +23.3% 20,426 $2.4M
Cowa, LLC 1.15% Add +0.4% 20,407 $2.4M
Pitcairn Co. 0.14% Reduce -14.7% 20,384 $2.3M
Diversified Portfolios, Inc. 0.26% Add +0.2% 20,299 $2.3M
Integrity Alliance, Llc. 0.25% — 20,290 $2.3M
Revolve Wealth Partners, LLC 0.34% Reduce -0.8% 20,116 $2.3M
Lockerman Financial Group, Inc. 3.94% Add +0.3% 20,114 $2.3M
Hilltop National Bank 0.69% Add +6.3% 20,058 $2.3M
Missouri Trust & Investment Co 0.81% Add +11.8% 20,018 $2.3M
Illinois Municipal Retirement Fund 0.03% New 20,000 $2.3M
WealthShield Partners, LLC 0.33% Reduce -16.4% 19,984 $2.3M
Private Portfolio Partners LLC 0.42% Add +1.6% 19,959 $2.3M
Mine & Arao Wealth Creation & Management, LLC. 1.05% Reduce -3.0% 19,939 $2.3M
Cora Capital Advisors LLC 1.11% Add +2.5% 19,930 $2.3M
Lyell Wealth Management, LP 0.21% Add +175.9% 19,891 $2.3M
Delta Financial Group, Inc. 0.54% New 19,853 $2.3M
Ritholtz Wealth Management 0.07% Add +1.3% 19,816 $2.3M
Tower Research Capital LLC (TRC) 0.05% Add +26.1% 19,746 $2.3M
Level Four Advisory Services, LLC 0.09% Reduce -3.8% 19,714 $2.3M
Secure Asset Management, LLC 0.34% Add +12.9% 19,699 $2.3M
Elm Partners Management LLC 0.15% Reduce -8.0% 19,696 $2.3M
Joel Isaacson & Co., LLC 0.10% Add +0.9% 19,685 $2.3M
Ellevest, Inc. 0.13% Reduce -31.5% 19,665 $2.3M
United Advisor Group, LLC 0.45% Add +386.5% 19,567 $2.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -6.3% 19,493 $2.2M
Arcus Capital Partners, LLC 0.71% Reduce -6.2% 20,263 $2.2M
Shelton Wealth Management, LLC 1.22% Reduce -6.7% 19,376 $2.2M
Autumn Glory Partners, LLC 1.09% No change 19,299 $2.2M
Simplify Asset Management Inc. 0.15% New 19,280 $2.2M
Brady Family Wealth, LLC 0.68% Reduce -6.6% 19,211 $2.2M
Larson Financial Group LLC 0.11% Add +13.1% 19,174 $2.2M
XY Planning Network, Inc. 1.66% — 19,174 $2.2M
Absolute Capital Management, LLC 1.22% Add +0.2% 19,164 $2.2M
RiverGlades Family Offices LLC 1.57% Add +4.1% 19,102 $2.2M
Plancorp, LLC 0.09% Add +0.5% 19,084 $2.2M
SOL Capital Management CO 0.24% Reduce -2.1% 19,023 $2.2M
Family Office Research LLC 0.96% — 19,002 $2.2M
Tilson Financial Group, Inc. 0.89% Reduce -2.5% 18,944 $2.2M
United Community Bank 0.85% Reduce -0.7% 18,937 $2.2M
Marquette Associates, Inc. 1.80% Add +0.8% 18,822 $2.2M
Affinity Capital Advisors, LLC 0.41% Reduce -0.4% 18,777 $2.2M
Guardian Asset Advisors, LLC 1.39% Add +5.0% 18,805 $2.2M
Cadence Bank 0.15% Reduce -6.5% 18,793 $2.2M
ORG Partners LLC 0.30% Add +1.6% 18,773 $2.2M
Busey Bank 0.07% Add +2.7% 18,788 $2.2M
Milestone Investment Advisors LLC 0.59% Reduce -0.6% 18,730 $2.2M
LPF Advisors LLC 1.80% Add +6.1% 18,675 $2.2M
Aveo Capital Partners, LLC 0.23% Reduce -1.6% 18,600 $2.1M
Franklin, Parlapiano, Turner & Welch, LLC 0.58% Reduce -1.1% 18,584 $2.1M
Lineweaver Wealth Advisors, LLC 0.40% Add +0.2% 18,567 $2.1M
Ascent Capital Management, LLC 2.18% — 18,507 $2.1M
Delta Financial Advisors LLC 0.79% Add +7.4% 18,389 $2.1M
Kohmann Bosshard Financial Services, LLC 0.25% Reduce -6.6% 18,251 $2.1M
Core Wealth Advisors, Inc. 0.69% Reduce -0.1% 18,243 $2.1M
Astra Wealth Partners LLC 1.97% — 18,164 $2.1M
SWP Financial LLC 1.26% Reduce -68.0% 18,152 $2.1M
Dudley Capital Management, LLC 1.07% Add +5.5% 18,087 $2.1M
Corrigan Financial, Inc. 0.48% Reduce -1.4% 18,063 $2.1M
SBI Securities Co., Ltd. 0.06% — 18,048 $2.1M
Roman Butler Fullerton & Co. 0.66% No change 33,436 $2.1M
Strategic Wealth Investment Group, LLC 0.11% New 32,039 $2.1M
Harbour Capital Advisors, LLC 0.46% Add +6.8% 17,763 $2.1M
RDA Financial Network 0.60% Reduce -1.4% 17,830 $2.1M
Moors & Cabot, Inc. 0.10% Add +10.5% 17,798 $2.1M
Brio Consultants, LLC 0.32% Reduce -0.0% 17,791 $2.0M
Compass Wealth Management LLC 0.49% Reduce -4.1% 17,673 $2.0M
GAMMA Investing LLC 0.17% Add +5.5% 17,648 $2.0M
Hollencrest Capital Management 0.08% Add +41.8% 17,543 $2.0M
Diversify Advisory Services, LLC 0.11% Add +1.1% 17,859 $2.0M
Rockwood Wealth Management, LLC 0.22% Add +4.1% 17,545 $2.0M
Moloney Securities Asset Management, LLC 0.27% Add +4.8% 17,435 $2.0M
First County Bank 1.12% Add +24.9% 17,409 $2.0M
Alpha Wealth Funds, LLC 2.10% — 17,385 $2.0M
Macroview Investment Management LLC 2.03% Add +4.0% 17,333 $2.0M
Meritage Portfolio Management 0.12% Reduce -5.6% 17,251 $2.0M
Forte Asset Management LLC 1.05% Add +64.2% 17,223 $2.0M
Sunburst Financial Group, LLC 0.49% Reduce -1.2% 17,219 $2.0M
DecisionMap Wealth Management, LLC 1.57% — 17,215 $2.0M
Central Pacific Bank - Trust Division 0.27% Add +14.3% 17,201 $2.0M
Visionary Wealth Advisors 0.12% Add +2.9% 17,180 $2.0M
Capital Advisors, Ltd. LLC 0.25% Add +0.6% 17,160 $2.0M
Colorado Capital Management, Inc. 0.96% Reduce -12.8% 17,151 $2.0M
Verdence Capital Advisors LLC 0.16% Reduce -5.6% 17,140 $2.0M
River Wealth Advisors LLC 0.26% Add +1.1% 17,078 $2.0M
FRG Family Wealth Advisors LLC 0.36% Add +2.5% 17,076 $2.0M
Coldstream Capital Management Inc. 0.04% Add +6.4% 17,073 $2.0M
Camelot Technology Advisors, Inc. 1.78% Reduce -3.0% 17,025 $2.0M
Obermeyer Wealth Partners 0.10% Add +0.1% 17,019 $2.0M
Grey Ledge Advisors, LLC 0.51% Reduce -1.6% 16,996 $2.0M
Rothschild Wealth LLC 0.57% Reduce -77.7% 16,944 $2.0M
Napatree Capital LLC 1.15% Add +47.2% 16,937 $2.0M
Accurate Wealth Management, LLC 0.37% Add +9.4% 17,244 $1.9M
Joel Adams & Associates, Inc. 1.77% — 16,922 $1.9M
TruNorth Capital Management, LLC 0.53% Reduce -2.0% 16,920 $1.9M
Steph & Co. 0.66% Reduce -3.6% 16,888 $1.9M
Patriot Investment Management Group, Inc. 0.14% Reduce -46.1% 16,817 $1.9M
Quadcap Wealth Management, LLC 0.28% Reduce -6.5% 16,711 $1.9M
Weil Company, Inc. 0.67% Add +9.0% 16,708 $1.9M
Financial Partners Group, Inc 0.28% Add +9.9% 16,638 $1.9M
Mascagni Wealth Management, Inc. 1.89% — 18,198 $1.9M
Ethos Financial Group, LLC 0.25% Add +129.0% 16,513 $1.9M
Flavin Financial Services, Inc. 1.81% — 16,504 $1.9M
NBT Bank, N.A. 0.13% Add +0.9% 16,383 $1.9M
BridgePort Financial Solutions, LLC 0.85% — 16,965 $1.9M
Forza Wealth Management, LLC 0.85% Add +12.3% 16,186 $1.9M
Aaron Wealth Advisors LLC 0.22% Add +19.3% 16,157 $1.9M
Regatta Capital Group, LLC 0.36% Reduce -6.3% 16,155 $1.9M
Cadinha & Co. LLC 0.31% Add +33.4% 16,084 $1.9M
Wolf Group Capital Advisors 0.90% No change 18,593 $1.9M
Zhang Financial LLC 0.11% Add +2.6% 16,035 $1.8M
Stonegate Investment Group, LLC 0.05% Reduce -18.8% 16,033 $1.8M
Portland Global Advisors LLC 0.23% Reduce -3.1% 16,021 $1.8M
Scissortail Wealth Management, LLC 0.47% Add +10057.3% 15,947 $1.8M
Fortress Financial Group, LLC 1.83% — 15,935 $1.8M
BlueSky Wealth Advisors, LLC 0.29% Reduce -11.5% 15,893 $1.8M
Watchman Group, Inc. 0.48% Reduce -32.1% 15,863 $1.8M
High Net Worth Advisory Group LLC 0.51% Add +1.8% 15,838 $1.8M
Concentrum Wealth Management 0.64% Add +247.6% 15,824 $1.8M
Manhattan West Asset Management, LLC 0.49% Reduce -0.1% 15,804 $1.8M
SeaBridge Investment Advisors LLC 0.38% Add +15.2% 15,742 $1.8M
Carolinas Wealth Consulting LLC 0.36% Reduce -0.1% 15,740 $1.8M
Ocean Park Asset Management, LLC 0.06% Add +27.8% 15,727 $1.8M
Baldwin Investment Management, LLC 0.24% Reduce -12.3% 15,720 $1.8M
Veridan Wealth LLC 0.85% — 15,452 $1.8M
Penobscot Investment Management Company, Inc. 0.16% Reduce -8.4% 15,651 $1.8M
Donaldson Capital Management, LLC 0.07% Add +20.1% 15,583 $1.8M
Signet Financial Management, LLC 0.23% Reduce -0.5% 15,574 $1.8M
Goldstein Advisors, LLC 0.26% Add +3.9% 15,402 $1.8M
Essex Bank 0.44% Add +11.4% 15,389 $1.8M
Endowment Wealth Management, Inc. 1.19% Add +96.8% 15,367 $1.8M
TFC Financial Management, Inc. 0.28% Add +1.5% 15,347 $1.8M
Woodstock Corp. 0.17% Reduce -1.2% 15,336 $1.8M
Valley Financial Group, Inc. 1.23% Reduce -4.3% 15,327 $1.8M
J. W. Coons Advisors, LLC 0.45% Reduce -2.5% 15,323 $1.8M
St. Clair Advisors, LLC 0.51% Add +1.6% 15,276 $1.8M
First National Corp. /Ma/ 0.40% Add +4.6% 15,188 $1.7M
Kellett Wealth Advisors, LLC 1.20% Add +0.0% 15,167 $1.7M
Twin Focus Capital Partners, LLC 0.26% Reduce -3.2% 15,080 $1.7M
Lane & Associates LLC 0.89% Add +0.7% 14,608 $1.7M
Kraft, Davis & Associates, LLC 0.49% Reduce -36.5% 14,927 $1.7M
Darden Wealth Group Inc 1.17% Add +0.1% 14,926 $1.7M
Winebrenner Capital Management LLC 1.32% — 14,926 $1.7M
TFG Advisers LLC 0.62% Reduce -0.0% 14,923 $1.7M
Retirement Investment Advisors, Inc. 0.18% Reduce -3.0% 14,909 $1.7M
Great Point Wealth Advisors, LLC 0.38% Reduce -1.9% 14,904 $1.7M
PFG Advisors 0.10% Reduce -12.9% 14,820 $1.7M
Caprock Group, LLC 0.06% New 14,819 $1.7M
Redwood Wealth Management Group, LLC 0.83% Reduce -2.1% 14,794 $1.7M
Winthrop Capital Management, LLC 0.45% New 14,719 $1.7M
Midland Wealth Advisors, LLC 0.10% Reduce -5.4% 14,684 $1.7M
South Plains Financial, Inc. 1.29% — 14,627 $1.7M
Tyche Wealth Partners LLC 0.36% Reduce -2.7% 14,623 $1.7M
Cobblestone Capital Advisors LLC 0.09% Add +8.0% 14,614 $1.7M
Silvercrest Asset Management Group LLC 0.01% Add +22.8% 14,524 $1.7M
Cypress Financial Planning LLC 0.61% Add +6.4% 14,509 $1.7M
New Republic Capital, LLC 1.09% Reduce -29.9% 14,481 $1.7M
Foster Victor Wealth Advisors, LLC 0.13% Reduce -7.0% 14,111 $1.7M
Sharkey, Howes & Javer 0.23% Add +95.0% 14,405 $1.7M
Aua Capital Management, LLC 1.06% Reduce -26.8% 14,393 $1.7M
Silvia McColl Wealth Management, LLC 1.24% No change 14,379 $1.7M
Milestone Asset Management, LLC 0.37% Add +272.2% 14,359 $1.7M
Congress Asset Management Co. 0.01% Reduce -21.2% 14,314 $1.6M
Napa Wealth Management 0.71% Add +38.0% 14,255 $1.6M
General Partner, Inc. 0.98% No change 14,115 $1.6M
Anchor Investment Management, LLC 0.15% Add +28.4% 14,063 $1.6M
Arbor Trust Wealth Advisors, LLC 0.76% Reduce -0.5% 14,048 $1.6M
Clear Creek Financial Management, LLC 0.17% Reduce -35.3% 14,034 $1.6M
Interchange Capital Partners, LLC 0.59% Reduce -2.3% 14,031 $1.6M
Ames National Corp. 1.09% — 14,022 $1.6M
Lionsbridge Wealth Management LLC 1.35% Add +16.6% 13,992 $1.6M
EverSource Wealth Advisors, LLC 0.09% Add +22.2% 13,825 $1.6M
Independent Family Office, LLC 0.83% Add +32.8% 13,823 $1.6M
Peak Asset Management, LLC 0.29% No change 13,810 $1.6M
Rathbones Group PLC 0.01% Add +27.0% 13,801 $1.6M
Solstein Capital, LLC 0.89% No change 13,797 $1.6M
International Private Wealth Advisors LLC 1.57% Add +40.3% 13,661 $1.6M
Clear Investment Research, LLC 2.03% Reduce -0.8% 13,656 $1.6M
Destiny Capital Corp 0.95% Add +6.3% 13,622 $1.6M
2UniFi Bank 1.04% — 13,600 $1.6M
Sierra Summit Advisors LLC 0.31% Reduce -0.1% 13,581 $1.6M
WP Advisors, LLC 0.52% Add +1.0% 13,568 $1.6M
Cambridge Advisors Inc. 0.35% Reduce -7.3% 13,538 $1.6M
Retirement Guys Formula LLC 0.79% Reduce -24.4% 13,535 $1.6M
Eastern Bank 0.03% Reduce -1.0% 13,527 $1.6M
Rik Saylor Financial, Inc. 1.42% — 13,332 $1.5M
Fiduciary Management Inc. 0.01% New 13,245 $1.5M
Advisor OS, LLC 0.18% Reduce -10.2% 13,227 $1.5M
Thrive Wealth Management, LLC 0.27% Reduce -7.8% 13,177 $1.5M
Mainstream Capital Management LLC 1.06% Reduce -1.6% 13,171 $1.5M
Occidental Asset Management, LLC 0.24% Add +202.7% 13,093 $1.5M
Jamison Private Wealth Management, Inc. 0.22% Add +5.5% 13,087 $1.5M
Allen Capital Group, LLC 0.18% Reduce -1.2% 12,997 $1.5M
Claro Advisors Inc. 0.20% Add +7.0% 12,976 $1.5M
Balentine LLC 0.06% Reduce -0.0% 12,969 $1.5M
Awm Capital, LLC 0.18% Reduce -0.8% 12,921 $1.5M
Peninsula Wealth, LLC 0.25% Reduce -2.5% 12,896 $1.5M
Belpointe Asset Management LLC 0.09% Reduce -37.4% 12,747 $1.5M
Compass Ion Advisors, LLC 0.18% Reduce -1.1% 12,870 $1.5M
Citadel Advisors 0.00% Reduce -93.8% 12,870 $1.5M
DHJJ Financial Advisors, Ltd. 0.58% Reduce -2.1% 12,849 $1.5M
Staley Capital Advisers Inc. 0.07% No change 12,812 $1.5M
Nova R Wealth, Inc. 0.74% Add +0.9% 12,812 $1.5M
Beckerman Institutional, LLC 1.18% Add +7.7% 12,793 $1.5M
Rogco, LP 0.60% Reduce -9.0% 12,770 $1.5M
Teachers Insurance & Annuity Association of America 1.94% Reduce -3.8% 12,739 $1.5M
Fulton Bank, N.A. 0.06% Add +8.0% 12,736 $1.5M
Capital Advisors Wealth Management, LLC 0.26% Add +2.5% 12,720 $1.5M
Leverty Financial Group, LLC 0.74% Add +0.4% 12,651 $1.5M
Clearwater Capital Advisors, LLC 0.14% Add +4.1% 12,615 $1.5M
Rockport Wealth LLC 0.65% Reduce -1.7% 12,591 $1.5M
LCNB Corp. 0.53% Add +8.6% 12,573 $1.4M
Palisade Capital Management, LP 0.04% Add +28.6% 12,531 $1.4M
Accredited Wealth Management, LLC 1.26% — 12,524 $1.4M
Nelson Capital Management, LLC 0.24% Reduce -0.1% 12,492 $1.4M
Meridian Investment Counsel Inc. 0.43% No change 12,488 $1.4M
Kathmere Capital Management, LLC 0.13% Add +206.8% 12,485 $1.4M
Fort Point Capital Partners LLC 0.16% Add +18.2% 12,453 $1.4M
North Berkeley Wealth Management, LLC 1.46% — 12,440 $1.4M
Resurgent Financial Advisors LLC 0.85% Reduce -8.8% 12,432 $1.4M
Samalin Investment Counsel, LLC 0.61% Add +1.3% 12,406 $1.4M
Tilia Fiduciary Partners, Inc. 0.97% Reduce -2.4% 12,335 $1.4M
American Trust 0.11% New 12,285 $1.4M
OMNI 360 Wealth, Inc. 0.93% Reduce -1.9% 12,196 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Reduce -1.6% 12,183 $1.4M
Synergy Asset Management, LLC 0.11% New 12,204 $1.4M
Liberty Square Wealth Partners LLC 0.51% — 11,958 $1.4M
Pines Wealth Management, LLC 0.61% — 12,378 $1.4M
Ascent Group, LLC 0.10% Reduce -25.4% 12,081 $1.4M
Howland Capital Management LLC 0.06% Reduce -0.6% 12,078 $1.4M
Asset Dedication, LLC 0.11% Add +9.3% 12,024 $1.4M
Group One Trading LLC 0.05% New 11,991 $1.4M
Tudor Financial Inc. 0.81% Add +4.5% 11,953 $1.4M
International Assets Investment Management, LLC 0.11% Reduce -9.6% 11,946 $1.4M
Laurel Wealth Planning LLC 0.89% Reduce -5.9% 11,912 $1.4M
Maxele Advisors, LLC 1.31% — 11,900 $1.4M
Pacific Point Advisors, LLC 0.83% — 11,600 $1.4M
Lansing Street Advisors 0.47% Reduce -0.2% 11,828 $1.4M
Almanack Investment Partners, LLC. 0.21% Reduce -0.9% 11,821 $1.4M
Summit X, LLC 0.30% Add +5.4% 11,818 $1.4M
Coppell Advisory Solutions LLC 0.19% Add +21.5% 11,841 $1.4M
Atlantic Union Bankshares Corp 0.08% Add +4.2% 11,808 $1.4M
Opal Wealth Advisors, LLC 0.41% No change 11,801 $1.4M
Davies Financial Advisors, Inc. 1.16% Add +35.6% 11,792 $1.4M
Columbia Bank 0.47% Add +0.6% 11,788 $1.4M
Center for Financial Planning, Inc. 0.18% Add +8.6% 11,739 $1.4M
Quadrant Private Wealth Management, LLC 0.33% Add +3.4% 11,732 $1.4M
Inspire Advisors, LLC 0.17% Add +4.9% 11,713 $1.3M
Saxon Interests, Inc. 0.59% Reduce -0.3% 11,671 $1.3M
Forum Private Client Group LLC 0.60% Add +3.9% 11,639 $1.3M
Index Fund Advisors, Inc. 0.07% Reduce -0.8% 11,634 $1.3M
Rockland Trust Co. 0.07% Add +3.6% 11,603 $1.3M
Intergy Private Wealth, LLC 0.50% Add +3.1% 11,584 $1.3M
Gilbert & Cook, Inc. 0.19% Reduce -1.7% 11,559 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.3M
American Capital Advisory, LLC 0.74% Add +9.0% 11,540 $1.3M
1834 Investment Advisors Co. 0.17% Add +1.7% 11,533 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -7.7% 11,529 $1.3M
Flagship Private Wealth, LLC 0.64% Add +12.2% 11,519 $1.3M
Insigneo Advisory Services, LLC 0.14% Add +4.3% 11,484 $1.3M
Sandy Cove Advisors, LLC 0.52% Add +4.6% 11,392 $1.3M
Peak Planning Group, LLC 0.55% Reduce -3.0% 11,392 $1.3M
Novare Capital Management LLC 0.11% Add +25.7% 11,355 $1.3M
Ascentis Independent Advisors 0.25% Reduce -5.3% 11,223 $1.3M
Sterling Financial Planning, Inc. 0.47% Reduce -4.4% 11,188 $1.3M
Old North State Trust, LLC 0.82% Reduce -2.3% 11,188 $1.3M
Capasso Planning Partners LLC 0.52% Reduce -42.3% 11,184 $1.3M
Spirepoint Private Client, LLC 0.16% Add +8.6% 11,169 $1.3M
Exencial Wealth Advisors, LLC 0.05% Reduce -0.3% 11,126 $1.3M
Cyndeo Wealth Partners, LLC 0.09% Add +1.8% 11,084 $1.3M
Oxford Financial Group, LTD. LLC 0.08% Add +4.8% 11,073 $1.3M
Simon Quick Advisors, LLC 0.08% Add +27.2% 11,052 $1.3M
Stonebridge Financial Group, LLC 0.14% — 11,040 $1.3M
Dale Q Rice Investment Management Ltd 0.56% — 11,030 $1.3M
Tolleson Wealth Management, Inc. 0.26% New 11,006 $1.3M
Defined Wealth Management, LLC 0.84% Reduce -1.0% 10,995 $1.3M
ZWJ Investment Counsel Inc. 0.05% Add +2.3% 10,964 $1.3M
Pacific Center for Financial Services 0.33% Add +0.1% 10,960 $1.3M
Pension & Wealth Management Advisors, Inc. 0.50% New 10,953 $1.3M
Edgemoor Investment Advisors, Inc. 0.11% Reduce -7.5% 10,949 $1.3M
Chemistry Wealth Management LLC 0.30% No change 10,945 $1.3M
GS Investments, Inc. 0.57% Add +2.9% 10,907 $1.3M
Crew Capital Management, Ltd 1.04% Add +2.8% 10,890 $1.3M
Stock Yards Bank & Trust Co. 0.04% Add +10.3% 10,879 $1.3M
Higgins & Schmidt Wealth Strategies LLC 0.78% Reduce -13.2% 10,869 $1.3M
Creative Financial Designs Inc. 0.10% Add +8.0% 10,860 $1.3M
Jordan Park Group LLC 0.09% No change 10,836 $1.2M
Summit Investment Advisory Services, LLC 0.64% Add +0.6% 10,752 $1.2M
Capital Management Associates, Inc 0.46% Reduce -13.1% 10,724 $1.2M
KG Capital Management 0.40% Add +5.0% 10,721 $1.2M
Eagle Strategies LLC 0.21% Add +3.0% 10,720 $1.2M
Midwest Capital Advisors, LLC 0.90% — 10,704 $1.2M
Blue Trust, Inc. 0.02% Reduce -20.2% 10,608 $1.2M
Walkner Condon Financial Advisors LLC 0.25% Reduce -5.6% 10,574 $1.2M
State of Alaska, Department of Revenue 0.01% New 10,574 $1.2M
Tyler-Stone Wealth Management 0.22% Add +1.1% 10,560 $1.2M
TCV Trust & Wealth Management, Inc. 0.11% Reduce -3.4% 10,530 $1.2M
Global Financial Private Client, LLC 0.45% Add +4.4% 10,505 $1.2M
Ti-Trust, Inc. 0.81% No change 10,468 $1.2M
CHB Investment Group, LLC 0.65% Reduce -14.6% 10,453 $1.2M
Maltin Wealth Management, Inc. 0.59% Reduce -9.2% 10,414 $1.2M
Sovran Advisors, LLC 0.17% — 10,411 $1.2M
NavPoint Financial, Inc. 0.94% Reduce -0.9% 10,334 $1.2M
PBMares Wealth Management LLC 0.24% Add +1.1% 10,318 $1.2M
QRG Capital Management, Inc. 0.01% Add +18.1% 10,316 $1.2M
Sovereign Financial Group, Inc. 0.27% Add +3.8% 10,309 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.56% Add +2.8% 10,179 $1.2M
Birchcreek Wealth Management, LLC 0.74% Reduce -34.6% 10,273 $1.2M
Keystone Financial Group, Inc. 0.96% — 10,258 $1.2M
Prospect Financial Services LLC 0.64% Add +33.1% 10,230 $1.2M
James Investment Research, Inc. 0.14% Reduce -0.1% 10,228 $1.2M
Grant/GrossMendelsohn, LLC 0.61% Reduce -3.4% 10,187 $1.2M
BlueChip Wealth Advisors LLC 0.65% Reduce -1.0% 10,179 $1.2M
Waterloo Capital, L.P. 0.12% Reduce -3.4% 10,171 $1.2M
GW&K Investment Management, LLC 0.01% Add +36.6% 10,158 $1.2M
HRC Wealth Management, LLC 0.69% Add +3.9% 10,158 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.22% Add +18.1% 10,156 $1.2M
First Commonwealth Financial Corp 0.27% Add +6.9% 10,061 $1.2M
Avion Wealth 0.30% Reduce -0.6% 10,058 $1.2M
Cornerstone Planning Group LLC 0.28% Reduce -33.8% 9,746 $1.2M
FLC Capital Advisors 0.27% Reduce -1.6% 10,025 $1.2M
AssuredPartners Investment Advisors, LLC 0.23% — 10,024 $1.2M
Moneco Advisors, LLC 0.12% Add +89.0% 10,005 $1.2M
Pasadena Private Wealth, LLC 0.24% No change 10,000 $1.2M
Opinicus Capital, Inc. 0.97% Add +0.1% 9,997 $1.2M
Edge Financial Advisors LLC 1.03% Add +0.9% 9,985 $1.2M
Riverchase Wealth Management, LLC 0.86% — 9,975 $1.1M
First Foundation Advisors 0.04% Add +0.8% 9,952 $1.1M
AQR Capital Management 0.00% Add +245.2% 9,939 $1.1M
Oliver Luxxe Assets LLC 0.21% No change 9,782 $1.1M
Matauro, LLC 0.25% — 9,909 $1.1M
Bank Ozk 0.47% Add +1.3% 9,899 $1.1M
Lincoln Capital LLC 0.24% Reduce -0.5% 9,895 $1.1M
Hardin Capital Partners, LLC 0.69% Add +7.8% 9,876 $1.1M
Intellus Advisors LLC 0.20% — 9,842 $1.1M
KWB Wealth 0.14% Add +0.1% 9,672 $1.1M
Bragg Financial Advisors, Inc 0.05% Add +1.5% 9,811 $1.1M
IFC Advisors LLC 0.25% — 9,797 $1.1M
Bearing Point Capital, LLC 0.24% — 9,795 $1.1M
Princeton Global Asset Management LLC 0.21% Add +15.4% 9,734 $1.1M
Broadview Financial Management, LLC 0.80% Reduce -31.9% 9,727 $1.1M
Vident Advisory, LLC 0.02% Add +209.7% 9,708 $1.1M
Motco 0.11% Add +0.8% 9,675 $1.1M
Empirical Asset Management, LLC 0.37% Add +3863.1% 293,071 $1.1M
Vontobel Holding Ltd. 0.00% New 9,640 $1.1M
Port Capital LLC 0.05% Add +0.2% 9,612 $1.1M
Wealth Dimensions Group, Ltd. 0.27% Add +8.2% 9,582 $1.1M
Alpha Omega Wealth Management LLC 0.21% Reduce -1.9% 9,568 $1.1M
Tandem Investment Partners LLC 1.05% — 9,560 $1.1M
GenTrust, LLC 0.05% Reduce -3.8% 9,546 $1.1M
Integrated Investment Consultants, LLC 0.23% Add +4.1% 9,541 $1.1M
Townsend Asset Management Corp. /NC/ 0.40% Reduce -2.4% 9,520 $1.1M
Three Seasons Wealth, LLC 0.53% Reduce -13.9% 9,494 $1.1M
Legacy Financial Group LLC 0.18% New 9,482 $1.1M
Westmount Partners, LLC 0.33% Add +0.4% 9,470 $1.1M
Plimoth Trust Co. LLC 0.28% Add +4.9% 9,466 $1.1M
Pinnacle Wealth Management Group, Inc. 0.68% Reduce -1.9% 9,454 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +1.2% 9,436 $1.1M
Court Place Advisors, LLC 0.35% Add +9.7% 9,413 $1.1M
Klingenstein Fields & Co. LP 0.04% Add +5.8% 9,411 $1.1M
Aviance Capital Partners, LLC 0.15% Reduce -5.2% 9,396 $1.1M
MFA Wealth Services 0.86% — 9,356 $1.1M
Farnam Financial LLC 1.13% Add +0.6% 9,350 $1.1M
Intrinsic Value Partners, LLC 1.08% Reduce -1.9% 9,330 $1.1M
Ade, LLC 0.66% Add +1.9% 9,263 $1.1M
Argentarii, LLC 0.54% — 9,250 $1.1M
Fiduciary Advisors, Inc. 1.07% — 9,236 $1.1M
Coordinated Financial Services, Inc. 0.84% — 9,202 $1.1M
Chandler Asset Management, Inc. 0.20% No change 9,150 $1.1M
Flow Traders U.S. LLC 0.04% New 9,139 $1.1M
Trivium Point Advisory, LLC 0.13% Add +91.9% 9,123 $1.1M
Ipswich Investment Management Co., Inc. 0.25% Add +22.4% 9,078 $1.0M
Bright Futures Wealth Management, LLC. 0.94% Add +13.3% 8,831 $1.0M
Tompkins Financial Corp. 0.10% Reduce -9.5% 9,038 $1.0M
Roundview Capital LLC 0.07% Add +95.1% 9,031 $1.0M
Bison Wealth, LLC 0.23% Reduce -15.5% 9,000 $1.0M
Moisand Fitzgerald Tamayo, LLC 0.15% Add +0.2% 8,948 $1.0M
Cassaday & Co Wealth Management LLC 0.03% Add +9.5% 8,943 $1.0M
GeoWealth Management, LLC 0.03% Add +78.0% 8,917 $1.0M
New England Asset Management Inc. 0.18% No change 8,900 $1.0M
Bestgate Wealth Advisors, LLC 2.05% — 8,876 $1.0M
Guardian Wealth Advisors, LLC / NC 0.08% Add +1218.3% 8,859 $1.0M
Richards, Merrill & Peterson, Inc. 0.53% — 8,853 $1.0M
Probity Advisors, Inc. 0.20% Reduce -9.2% 8,832 $1.0M
Cannell & Spears LLC 0.02% Add +1.9% 8,822 $1.0M
Stelac Advisory Services LLC 0.40% Add +86.1% 8,811 $1.0M
Evoke Wealth, LLC 0.03% No change 8,783 $1.0M
Clarity Capital Partners LLC 0.52% Add +6.9% 8,771 $1.0M
Talon Private Wealth, LLC 0.21% Reduce -1.2% 8,752 $1.0M
Ehrlich Financial Group 0.72% Add +266.4% 8,743 $1.0M
Strategies Wealth Advisors, LLC 0.13% Add +8.4% 8,579 $1.0M
David J Yvars Group 0.61% Reduce -2.7% 8,716 $1.0M
Better Money Decisions, LLC 0.70% Reduce -5.5% 8,712 $1.0M
Fort Washington Investment Advisors Inc. 0.01% Reduce -4.4% 8,692 $1.0M
Pacific Sun Financial Corp 0.54% Reduce -0.5% 8,680 $1.0M
Rovin Capital /Ut/ 0.36% New 8,681 $1.0M
Berkshire Asset Management LLC 0.05% No change 8,388 $999K
Zions Bancorporation, N.A. 0.06% No change 8,663 $998K
Sonata Capital Group Inc. 0.41% Add +1.7% 8,661 $998K
Fiduciary Financial Group, LLC 0.22% Add +3.1% 8,819 $997K
Boston Trust Walden Corp 0.01% Add +177.7% 8,627 $994K
Linscomb Wealth, Inc. 0.05% Reduce -1.9% 8,589 $990K
Park Capital Management, LLC / WI 1.18% — 8,580 $989K
Triad Wealth Partners, LLC 0.35% Reduce -60.9% 8,486 $978K
New Century Financial Group, LLC 0.41% Add +4.8% 8,366 $972K
Advisors Capital Management, LLC 0.02% Add +9.7% 8,436 $972K
Pinnacle Family Advisors, LLC 0.47% Add +0.3% 8,429 $971K
Westwood Holdings Group Inc. 0.01% Reduce -7.2% 8,426 $971K
Texas Bank & Trust Co 0.40% — 8,406 $969K
Key Financial Inc 0.22% Add +2.4% 8,404 $968K
Marks Group Wealth Management, Inc 0.09% Reduce -5.3% 8,363 $964K
AdvisorNet Financial, Inc 0.08% Reduce -29.1% 8,361 $963K
Acorn Wealth Advisors, LLC 0.40% Add +92.3% 8,353 $962K
Parkside Financial Bank & Trust 0.13% Add +1.3% 8,341 $961K
MV Capital Management, Inc. 0.10% Add +5.0% 8,264 $952K
Orion Capital Management LLC 0.42% Reduce -9.8% 8,262 $952K
Riverpoint Wealth Management Holdings, LLC 0.25% Reduce -1.2% 8,259 $952K
Factorial Partners, LLC 0.54% No change 8,200 $945K
Strategic Wealth Partners, Ltd. 0.08% Reduce -11.2% 7,976 $935K
Fortune Financial Advisors, LLC 0.85% Reduce -1.2% 8,077 $931K
180 Wealth Advisors, LLC 0.15% Add +4.8% 8,059 $929K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.36% Reduce -0.9% 8,042 $927K
Bradley Foster & Sargent Inc. 0.02% Add +4.2% 8,038 $926K
Northstar Advisory Group, LLC 0.47% Add +28.4% 8,030 $925K
Baker Ellis Asset Management LLC 0.14% No change 8,001 $922K
Financial Partners Group, LLC 0.38% Reduce -4.6% 7,973 $919K
Corundum Group, Inc. 0.34% Add +0.0% 7,963 $917K
Brookmont Capital Management 0.49% Reduce -9.2% 7,919 $912K
Wooster Corthell Wealth Management, Inc. 0.20% Reduce -17.7% 7,914 $912K
TL Private Wealth 0.41% Reduce -2.0% 7,771 $909K
Centurion Wealth Management LLC 0.28% Add +3.0% 7,888 $909K
Vannoy Advisory Group, Inc. 0.67% No change 7,876 $907K
S&T Bank 0.29% Reduce -58.0% 7,842 $904K
Helium Advisors LLC 0.71% — 7,831 $902K
Finward Bancorp 0.78% — 7,826 $902K
PGIM Custom Harvest LLC 0.02% Add +10.3% 7,809 $900K
Cardiff Park Advisors, LLC 0.09% Add +9.8% 7,786 $897K
Indiana Trust & Investment Management Co 0.30% Reduce -1.4% 7,759 $894K
Hohimer Wealth Management, LLC 0.17% Add +3.4% 7,718 $889K
Corebridge Financial, Inc. 0.00% Reduce -15.4% 7,700 $887K
TD Capital Management LLC 0.09% Add +0.7% 7,673 $884K
Lauer Wealth, LLC 0.59% No change 7,668 $884K
Confluence Wealth Services, Inc. 0.06% Add +65.4% 7,397 $883K
Inman Jager Wealth Management, LLC 0.69% — 7,650 $881K
Ardent Capital Management, Inc. 0.40% No change 7,646 $881K
Evolution Wealth Advisors, LLC 0.15% No change 7,640 $880K
PCG Asset Management, LLC 0.77% — 7,635 $880K
First Bancorp, Inc 0.60% No change 7,614 $877K
Pine Valley Investments Ltd Liability Co 0.06% Reduce -0.4% 7,591 $875K
Fisher Asset Management 0.00% Add +61.7% 7,589 $875K
RPG Investment Advisory, LLC 0.12% Add +13.6% 7,573 $873K
Vertex Planning Partners, LLC 0.19% Add +1.4% 7,569 $872K
Horizons Wealth Management 0.67% Add +0.3% 7,547 $870K
Kennebec Savings Bank 0.87% Reduce -2.2% 7,645 $868K
Sageworth Trust Co of South Dakota 1.10% Add +21.8% 7,531 $868K
49 Wealth Management, LLC 0.12% Reduce -10.7% 7,518 $866K
Financial Freedom, LLC 0.46% Reduce -0.9% 7,513 $866K
Transatlantique Private Wealth LLC 0.33% No change 7,500 $864K
BIP Wealth, LLC 0.06% Add +29.3% 7,488 $863K
Greenhouse Wealth Management, LLC 0.57% Add +0.9% 7,486 $863K
SC&H Financial Advisors, Inc. 0.18% Reduce -4.5% 7,437 $857K
National Wealth Management Group, LLC 0.57% Add +0.3% 7,424 $855K
Tufton Capital Management 0.16% Add +2.1% 7,395 $852K
Marshall Financial Group, LLC 0.20% Reduce -2.5% 7,322 $844K
Pallas Capital Advisors LLC 0.04% No change 7,316 $843K
Sensible Money, LLC 0.37% Add +9.3% 7,312 $843K
Allegheny Financial Group 0.22% Add +0.9% 7,288 $840K
Henrickson Nauta Wealth Advisors, Inc. 0.34% No change 7,265 $837K
Schechter Investment Advisors, LLC 0.06% Reduce -46.8% 7,204 $830K
BKM Wealth Management, LLC 0.34% Add +5.8% 7,197 $829K
Centricity Wealth Management, LLC 0.77% — 7,183 $828K
Kraft Asset Management, LLC 0.64% No change 7,052 $825K
Insight Advisors, LLC/ PA 0.14% Add +3.1% 7,126 $819K
Ignite Planners, LLC 0.18% Add +9.3% 7,038 $818K
Barrett & Company, Inc. 0.34% Add +0.0% 7,087 $817K
City National Bank of Florida 0.74% — 7,066 $814K
NWF Advisory Services Inc. 0.12% Reduce -2.3% 7,041 $811K
Waters Parkerson & Co., LLC 0.04% No change 7,016 $808K
Russell Investments Group, Ltd. 0.00% Add +22.1% 7,001 $807K
PAX Financial Group, LLC 0.14% Add +0.2% 6,990 $805K
Windsor Advisory Group, LLC 0.94% Add +14.5% 6,989 $805K
Plante Moran Financial Advisors, LLC 0.07% Reduce -3.3% 6,982 $805K
Wealth Effects LLC 0.29% Add +4.8% 6,967 $803K
Kondo Wealth Advisors, Inc. 0.41% — 6,956 $801K
Carson Advisory Inc. 0.56% Add +125.0% 6,940 $800K
Security National Bank 0.11% Add +49.1% 6,922 $798K
Donor Advised Charitable Giving, Inc. 0.02% Add +27.3% 6,919 $797K
WealthBridge Capital Management, LLC 0.22% Add +3.8% 6,890 $794K
Kovack Advisors, Inc. 0.08% Add +12.6% 6,854 $790K
L.M. Kohn & Company 0.20% Add +2.4% 6,819 $786K
LVM Capital Management Ltd. 0.08% No change 6,803 $784K
Stokes Capital Advisors, LLC 0.20% Add +0.6% 6,802 $784K
Motive Wealth Advisors 0.42% Reduce -0.1% 6,801 $784K
M.E. Allison & Co., Inc. 0.86% — 6,787 $782K
Opulen Financial Group LLC 0.71% — 6,779 $781K
First Heartland Consultants, Inc. 0.08% Reduce -48.2% 6,762 $779K
Invesco Ltd. 0.00% Reduce -0.9% 6,727 $775K
Flywheel Private Wealth LLC 0.71% — 6,700 $772K
Sather Financial Group Inc 0.05% No change 6,697 $772K
Perritt Capital Management Inc 0.40% Add +0.5% 6,683 $770K
Outlook Wealth Advisors, LLC 0.22% Add +4.6% 6,674 $769K
Emprise Bank 0.43% Reduce -3.7% 6,648 $766K
Pioneer Trust Bank N A 0.19% No change 6,600 $760K
Cooper Financial Group 0.09% Reduce -1.8% 6,600 $760K
Root Financial Partners, LLC 0.09% New 6,599 $760K
McIlrath & Eck, LLC 0.10% Add +0.5% 6,542 $754K
White Lighthouse Investment Management Inc. 0.13% Reduce -3.6% 6,540 $754K
Ameriflex Group, Inc. 0.34% — 6,338 $751K
Crews Bank & Trust 0.13% — 6,506 $750K
Seeds Investor LLC 0.21% Add +49.2% 6,503 $749K
Mma Asset Management LLC 0.33% Reduce -44.6% 6,495 $748K
Kwmg, LLC 0.08% Add +4.0% 6,487 $747K
Steel Grove Capital Advisors, LLC 0.11% Add +22.8% 6,483 $747K
Cassady Schiller Wealth Management, LLC 0.27% Reduce -5.1% 6,473 $746K
Lincoln Capital Corp. 0.31% Add +0.5% 6,472 $746K
Thompson Investment Management, Inc. 0.11% Add +1.4% 6,465 $745K
Total Wealth Planning, LLC 0.12% Add +0.2% 6,456 $744K
Professional Financial Advisors, LLC 0.19% Add +0.7% 6,452 $743K
Brown, Lisle/Cummings, Inc. 0.22% Add +0.0% 6,440 $742K
Inspire Trust Co, N.A. 0.19% No change 6,434 $741K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -6.6% 6,430 $741K
Optivise Advisory Services LLC 0.40% Add +1.3% 6,429 $741K
Sonoma Private Wealth LLC 1.19% Add +34.7% 6,423 $740K
KMT Wealth Management, LLC 0.59% — 6,422 $740K
DT Investment Partners, LLC 0.06% Add +34.8% 6,407 $738K
Gradient Capital Advisors, LLC 0.24% Add +0.1% 6,403 $738K
Bouchey Financial Group, Ltd. 0.06% Reduce -1.8% 6,399 $737K
Commonwealth Financial Services, LLC 0.14% Add +1.4% 6,393 $737K
Meridian Wealth Advisors, LLC 0.12% Add +33.6% 6,389 $736K
Firestone Capital Management 0.18% Add +0.4% 6,385 $736K
Angeles Investment Advisors, LLC 0.04% New 6,375 $735K
Greystone Financial Group, LLC 0.13% Reduce -19.6% 6,357 $732K
Second Half Financial Partners, LLC 0.36% New 6,336 $730K
Bedel Financial Consulting, Inc. 0.10% Add +6.4% 6,114 $729K
Legacy Capital Wealth Partners, LLC 0.18% Add +56.7% 14,350 $729K
Ledyard National Bank 0.07% Reduce -0.9% 6,302 $726K
Seven Post Investment Office LP 0.28% No change 6,298 $726K
Main Street Financial Solutions, LLC 0.07% Reduce -7.0% 6,296 $725K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -19.6% 6,091 $723K
GGM Financial LLC 0.77% Add +0.7% 6,258 $721K
White Pine Capital LLC 0.24% Add +0.9% 6,243 $719K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +1.0% 6,240 $719K
Dupree Financial Group, LLC 0.35% Reduce -1.1% 6,218 $716K
Ibex Wealth Advisors 0.08% New 6,205 $715K
Wealth Group Ltd 0.21% Reduce -8.2% 6,182 $712K
Great Diamond Partners, LLC 0.18% Reduce -5.2% 6,182 $712K
Philadelphia Trust Co. 0.05% Reduce -4.7% 6,124 $706K
Sfm, LLC 0.50% Reduce -4.0% 6,109 $704K
Washington Trust Advisors, Inc. 0.06% Add +0.3% 6,107 $704K
Strategic Financial Concepts, LLC 0.14% Add +141.7% 6,106 $704K
Creekside Partners 0.36% Add +0.3% 6,104 $703K
Truepoint, Inc. 0.02% Reduce -5.4% 6,085 $701K
Gemmer Asset Management LLC 0.07% Add +3.6% 6,074 $700K
Armstrong Advisory Group, Inc. 0.06% Add +0.1% 6,062 $699K
Droms Strauss Advisors Inc. /Mo/ 0.23% Add +0.2% 6,031 $695K
Willow Creek Wealth Management Inc. 0.07% No change 6,027 $694K
Mosley Wealth Management 0.43% Add +6.2% 5,867 $694K
Blue Barn Wealth, LLC 0.37% Reduce -3.1% 6,021 $694K
HFG Advisors, Inc. 0.61% Add +1.1% 6,017 $693K
FWG Investments, LLC. 0.54% Reduce -9.8% 5,999 $691K
Williams Jones Wealth Management, LLC. 0.01% Reduce -8.3% 5,996 $691K
Alterna Wealth Management, Inc. 0.58% Add +243.5% 5,991 $690K
Acadian Asset Management LLC 0.00% Reduce -69.7% 5,997 $690K
HWG Holdings LP 0.23% Reduce -94.8% 5,985 $690K
Shepherd Financial Partners LLC 0.08% Add +0.3% 5,982 $689K
SteelPeak Wealth, LLC 0.03% Reduce -6.5% 5,978 $689K
Brightwater Advisory LLC 0.54% Reduce -1.5% 5,958 $686K
FMB Wealth Management 0.39% Reduce -2.4% 5,950 $686K
Hillcrest Wealth Advisors - NY, LLC 0.33% No change 5,950 $686K
Elios Financial Group Inc. 0.32% Add +0.1% 5,929 $683K
American Institute for Advanced Investment Management, LLP 0.51% No change 5,925 $683K
Clearbridge Investments, LLC 0.00% No change 5,891 $679K
Integral Investment Advisors, Inc. 0.22% Reduce -1.9% 5,876 $677K
McNaughton Wealth Management, LLC 0.33% Add +0.1% 5,875 $677K
Liberty Wealth Management LLC 0.11% Add +0.3% 5,875 $677K
Roberts Financial Services LLC 0.13% Reduce -23.7% 5,875 $677K
First National Bank & Trust Co. of Newtown 0.14% Reduce -0.4% 5,868 $676K
Alta Wealth Advisors LLC 0.29% Add +7.3% 5,850 $674K
Capital Planning Advisors, LLC 0.10% Reduce -10.2% 5,849 $674K
Kearns & Associates LLC 0.43% No change 5,808 $669K
Birch Financial Group, LLC 0.75% — 5,802 $669K
Horan Capital Advisors, LLC. 0.22% No change 5,796 $668K
Clare Market Investments LLC 0.16% Reduce -6.0% 5,783 $666K
Watershed Private Wealth LLC 0.26% Reduce -15.0% 5,781 $666K
Advanced Asset Management Advisors Inc 0.17% No change 5,781 $666K
Horizon Family Wealth, Inc. 0.44% Reduce -79.7% 5,780 $666K
Trust Point Inc. 0.05% Reduce -11.2% 5,778 $666K
Lakeridge Wealth Management LLC 0.34% Add +1.2% 5,761 $664K
Unique Wealth Strategies, LLC 0.29% New 5,749 $662K
McRae Capital Management Inc. 0.13% Reduce -1.9% 5,737 $661K
IMS Capital Management 0.31% Reduce -0.8% 5,721 $659K
Janney Capital Management LLC 0.04% Reduce -3.3% 5,719 $659K
Glass Jacobson Investment Advisors llc 0.22% Reduce -0.8% 5,702 $657K
Advisory Alpha, LLC 0.02% Add +7.3% 5,698 $657K
Deutsche Bank AG 0.00% Reduce -20.1% 5,697 $656K
Formidable Asset Management, LLC 0.11% Add +37.7% 5,676 $654K
Sterling Capital Management LLC 0.01% Reduce -59.7% 5,675 $654K
Gilman Hill Asset Management, LLC 0.11% No change 5,672 $654K
American Investment Services, Inc. 0.12% Reduce -7.3% 5,670 $653K
Sendero Wealth Management, LLC 0.10% Reduce -1.1% 5,670 $653K
Ameraudi Asset Management, Inc. 0.36% No change 5,670 $653K
Beacon Financial Advisory LLC 0.21% Add +2.4% 5,661 $652K
Silverlake Wealth Management LLC 0.25% Add +21.7% 5,643 $650K
Tranquilli Financial Advisor LLC 0.41% Add +55.1% 5,635 $649K
CIBC Asset Management Inc 0.00% Reduce -0.2% 5,634 $649K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -27.6% 5,634 $649K
Tsfg, LLC 0.13% Reduce -9.8% 5,629 $649K
Lazari Capital Management, Inc. 0.26% Reduce -1.4% 5,606 $646K
Ridgeline Wealth Planning, LLC 0.62% — 5,598 $645K
FourThought Financial Partners, LLC 0.07% Add +35.9% 5,585 $644K
W Advisors, LLC 0.40% Reduce -0.7% 5,584 $643K
Rainey & Randall Wealth Advisors Inc. 0.13% Add +1.1% 5,581 $643K
Tennessee Valley Asset Management Partners 0.11% Reduce -17.2% 5,567 $641K
Maia Wealth LLC 0.14% Add +4.4% 5,386 $640K
Asset Allocation & Management Company, LLC 0.35% No change 5,541 $638K
S.E.E.D. Planning Group LLC 0.21% Add +0.5% 5,537 $638K
Daner Wealth Management, LLC 0.46% — 5,300 $633K
First National Advisers, LLC 0.10% Reduce -3.5% 5,493 $633K
SP Asset Management LLC 0.05% Add +0.1% 5,488 $632K
Smith Anglin Financial, LLC 0.06% Add +8.6% 5,485 $632K
Bowman & Co S.C. 0.33% Add +16.4% 5,484 $632K
Family Manage LLC 0.10% Add +0.9% 5,459 $629K
Fortress Private Ledger, LLC 0.38% — 5,435 $626K
Cherry Tree Wealth Management, LLC 0.15% Add +19.0% 5,429 $626K
Lion Street Advisors, LLC 0.20% Add +4.0% 5,423 $625K
North Star Investment Management Corp. 0.04% Add +2.5% 5,394 $622K
Traveka Wealth, LLC 0.34% Reduce -56.5% 5,382 $620K
Exchange Bank 0.50% Add +3.5% 5,377 $620K
Nicolet Bankshares Inc. 0.12% Reduce -2.0% 5,376 $619K
InvesTrust 0.17% — 5,381 $619K
Alhambra Investment Management LLC 0.32% Reduce -1.0% 5,345 $616K
Hoxton Planning & Management, LLC 0.24% Reduce -2.3% 5,343 $616K
Brandywine Oak Private Wealth LLC 0.06% Reduce -1.2% 5,334 $615K
Sunpointe, LLC 0.31% Add +3.4% 5,305 $611K
CNB Bank 0.28% Reduce -3.1% 5,295 $610K
Modus Advisors, LLC 0.19% Add +14.6% 5,292 $610K
Cape Investment Advisory, Inc. 0.24% Add +27.2% 5,289 $609K
Medallion Wealth Advisors, LLC 0.30% — 5,286 $608K
Kathleen S. Wright Associates Inc. 0.25% Add +0.2% 5,279 $608K
Somerset Trust Co 0.23% No change 5,277 $608K
JGP Wealth Management, LLC 0.08% Add +45.4% 5,271 $607K
Johnson Bixby & Associates, LLC 0.09% Reduce -7.3% 5,247 $605K
ETF Store, Inc. 0.75% Add +7.5% 5,230 $603K
Wingate Wealth Advisors, Inc. 0.59% — 5,228 $602K
Strategic Financial Planning, Inc. 0.41% Reduce -1.5% 5,220 $601K
Haverford Financial Services, Inc. 0.18% No change 5,210 $600K
Nilsine Partners, LLC 0.06% Add +3.0% 5,204 $600K
BlueStem Wealth Partners, LLC 0.08% — 5,202 $599K
Cypress Wealth Services, LLC 0.12% Add +0.3% 5,198 $599K
Apollon Financial, LLC 0.15% Add +21.9% 5,174 $596K
Marex Group Ltd 0.01% New 5,147 $593K
Correct Capital Wealth Management 0.12% Add +1.0% 5,137 $592K
Apriem Advisors 0.07% New 5,125 $591K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Reduce -3.8% 5,102 $588K
Market Street Wealth Management Advisors LLC 0.10% No change 5,095 $587K
Smart Money Group LLC 0.20% Add +13.6% 5,088 $586K
Arlington Trust Co LLC 0.12% No change 5,080 $585K
Signal Advisors Wealth, LLC 0.07% Add +61.3% 5,065 $584K
Parkside Investments, LLC 0.09% Reduce -24.1% 5,053 $582K
Renasant Bank 0.38% Reduce -48.2% 5,040 $581K
Heartwood Wealth Advisors LLC 0.07% Add +1.5% 5,023 $579K
CBIZ Investment Advisory Services, LLC 0.03% Add +0.2% 4,999 $576K
JB Capital LLC 0.03% Add +12.9% 4,992 $575K
Ballentine Capital Advisors, Inc 0.30% Reduce -2.4% 4,992 $575K
GW Henssler & Associates Ltd. 0.03% No change 4,898 $573K
17 Capital Partners, LLC 0.36% Add +15.6% 4,960 $571K
Live Oak Private Wealth LLC 0.10% Reduce -1.0% 4,958 $571K
Vista Capital Partners, Inc. 0.07% Reduce -10.0% 4,956 $571K
BSW Wealth Partners 0.08% No change 4,935 $569K
Strive Asset Management, LLC 0.43% — 4,934 $568K
Costello Asset Management, INC 0.38% Reduce -0.8% 4,925 $567K
Main Street Group, LTD 0.24% Add +12.0% 4,916 $566K
Leonard Rickey Investment Advisors P.L.L.C. 0.13% Reduce -0.8% 4,910 $566K
PSI Advisors, LLC 0.17% Reduce -4.6% 4,909 $566K
Uptick Partners, LLC 0.20% Add +13.1% 4,907 $565K
Finley Financial, LLC 0.29% — 4,820 $564K
Studio Investment Management LLC 0.12% Reduce -8.4% 4,894 $564K
Loudon Investment Management, LLC 0.32% Add +5.8% 4,885 $563K
DKM Wealth Management, Inc. 0.53% — 4,840 $558K
Debussy Capital Management LP 0.09% Reduce -12.7% 4,684 $556K
Powell Investment Advisors, LLC 0.26% Add +1.0% 4,822 $556K
WMG Financial Advisors, LLC 0.24% No change 4,809 $554K
Postrock Partners LLC 0.27% — 4,800 $553K
Grant Private Wealth Management Inc 0.60% — 4,798 $553K
Argent Advisors, Inc. 0.20% Reduce -27.3% 4,783 $551K
Bordeaux Wealth Advisors LLC 0.09% No change 4,779 $551K
Salem Investment Counselors Inc. 0.02% Add +1.0% 4,777 $550K
ZEGA Investments, LLC 0.16% — 4,616 $550K
Davidson Kahn Capital Management, LLC 0.51% — 4,767 $549K
Clear Point Advisors Inc. 0.47% Add +1.4% 4,756 $548K
Wells Financial Advisors INC 0.75% Reduce -1.5% 4,751 $547K
Advisor Resource Council 0.39% New 4,747 $547K
Foster Group, Inc. 0.02% Reduce -50.5% 4,740 $546K
Courage Miller Partners, LLC 0.19% Reduce -0.2% 4,739 $546K
FreeGulliver LLC 0.28% Add +13.8% 4,732 $545K
Beacon Bank & Trust 0.13% No change 4,705 $542K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -1.6% 4,700 $541K
Founders Financial Alliance, LLC 0.15% Add +2.0% 4,697 $541K
Running Point Capital Advisors, LLC 0.19% Add +64.7% 4,695 $541K
Ruggaard & Associates LLC 0.24% Reduce -3.4% 4,674 $539K
Charter Oak Capital Management, LLC 0.05% Reduce -11.6% 4,672 $538K
Sierra Capital LLC 0.06% No change 4,652 $536K
Jackson Hole Capital Partners, LLC 0.11% Reduce -4.2% 4,642 $535K
WealthPLAN Partners, LLC 0.08% Add +11.6% 4,625 $533K
Primoris Wealth Advisors, LLC 0.41% Add +0.1% 4,624 $533K
Thomasville National Bank 0.04% Reduce -3.5% 4,606 $531K
Financial Perspectives, Inc 0.18% Add +6.0% 4,602 $530K
TFB Advisors LLC 0.15% Add +6.8% 4,602 $530K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $530K
Banque Pictet & Cie SA 0.01% No change 4,599 $530K
Foundry Financial Group, Inc. 0.33% No change 4,586 $528K
Financial Council, LLC 0.27% No change 4,573 $527K
Doliver Advisors, LP 0.15% Reduce -2.4% 4,572 $527K
BTC Capital Management, Inc. 0.05% Reduce -1.3% 4,566 $526K
Pinnacle Financial Group, LLC / IL 0.21% Add +5.7% 4,545 $524K
Wilkins Miller Wealth Management, LLC 0.55% — 4,534 $522K
Trust Co 0.06% Reduce -16.6% 4,516 $520K
Bonfire Financial 0.47% — 4,513 $520K
Ascentis Wealth Management, LLC 0.18% Add +13.7% 4,512 $520K
Sterling Wealth Management, Inc. 0.19% Reduce -4.8% 4,508 $519K
BigSur Wealth Management LLC 0.15% No change 4,500 $518K
Truvestments Capital LLC 0.13% Add +7.9% 4,459 $514K
Whalerock Point Partners, LLC 0.12% Add +0.0% 4,452 $513K
Howard Capital Management Group, LLC 0.04% Reduce -4.8% 4,449 $513K
Appleton Partners Inc. 0.04% Add +7.7% 4,440 $512K
Union Bancaire Privee, UBP SA 0.01% — 4,452 $512K
XTX Topco Ltd 0.04% New 4,437 $511K
Capital City Trust Co. 0.13% No change 4,414 $509K
Melfa Wealth Management, Inc. 0.34% Add +1.9% 4,395 $506K
Blueprint Investment Partners LLC 0.08% Add +2.3% 4,385 $505K
Nabity-Jensen Investment Management Inc 0.38% No change 4,380 $505K
ARS Investment Partners, LLC 0.05% Add +25.1% 4,379 $505K
WoodTrust Financial Corp 0.07% No change 4,337 $500K
Schonfeld Strategic Advisors LLC 0.00% Reduce -93.7% 4,334 $499K
Mitchell Capital Management Co. 0.09% Add +2.5% 4,327 $499K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 4,320 $498K
Alexander Randolph Advisory, Inc. 0.46% No change 4,316 $497K
Hollow Brook Wealth Management LLC 0.15% No change 4,297 $495K
Garner Asset Management Corp 0.23% Add +0.3% 4,298 $495K
Transform Wealth, LLC 0.03% Reduce -2.0% 4,295 $495K
True Link Financial Advisors, LLC 0.04% Add +10.2% 4,285 $494K
Orgel Wealth Management, LLC 0.01% Add +8.3% 4,282 $493K
Trueblood Wealth Management, LLC 0.24% Add +43.0% 4,276 $493K
Ballast, Inc. 0.14% Reduce -1.9% 4,276 $493K
Merriman Wealth Management, LLC 0.02% Add +12.2% 4,275 $493K
Chokshi & Queen Wealth Advisors, Inc 0.31% — 4,273 $492K
Sage Rhino Capital LLC 0.11% No change 4,249 $490K
FC Advisory LLC 0.16% Reduce -4.8% 4,247 $489K
Stokes Family Office, LLC 0.05% Add +0.2% 4,243 $489K
Keystone Wealth Services, LLC 0.13% Add +6.3% 4,240 $489K
Stage Harbor Financial, LLC 0.42% Add +4.3% 4,238 $488K
Dagco, Inc. 0.16% Add +75.2% 4,232 $488K
Pine Haven Investment Counsel, Inc 0.40% No change 4,230 $487K
First PREMIER Bank 0.12% Reduce -5.3% 4,230 $487K
Keeley-Teton Advisors, LLC 0.06% Reduce -22.1% 4,226 $487K
Orange Investment Advisors, Inc. 0.06% Reduce -7.9% 4,219 $486K
Invenio Wealth Partners LLC 0.20% Reduce -17.7% 4,209 $485K
Bensler, LLC 0.06% Add +0.1% 4,207 $485K
Procyon Advisors, LLC 0.03% Add +7.8% 4,192 $483K
Colton Groome Financial Advisors, LLC 0.18% Add +8.5% 4,166 $480K
Camarda Financial Advisors, LLC 0.18% Add +108.6% 4,165 $480K
Adams Wealth Management 0.09% Add +21.7% 4,157 $479K
CacheTech Inc. 0.09% Add +21.7% 4,157 $479K
Trademark Financial Management, LLC 0.38% Reduce -6.7% 4,134 $476K
Safeguard Financial, LLC 0.10% Add +13.5% 4,130 $476K
F&V Capital Management, LLC 0.13% Add +94.1% 4,125 $475K
Gray Wealth Management Inc. 0.18% Add +0.1% 4,117 $474K
Willner & Heller, LLC 0.42% Reduce -4.4% 4,115 $474K
Peddock Capital Advisors, LLC 0.11% Reduce -1.7% 4,108 $473K
Adero Partners, LLC 0.03% No change 4,101 $473K
Cypress Capital Group 0.06% Reduce -56.3% 4,087 $471K
Shared Vision Wealth Group LLC 0.25% Reduce -4.5% 4,084 $471K
Rothschild Capital Partners, LLC 0.11% Reduce -1.7% 4,076 $470K
Altus Wealth Group LLC 0.21% Add +10.5% 4,074 $469K
M1 Capital Management LLC 0.25% — 4,066 $468K
Leisure Capital Management 0.18% No change 4,051 $467K
CVFG LLC 0.43% — 4,048 $466K
Allie Family Office LLC 0.26% No change 4,048 $466K
Kooman & Associates 0.17% Add +0.1% 4,039 $465K
Buttonwood Financial Advisors Inc. 0.20% Reduce -5.8% 4,034 $465K
Mosaic Financial Group, LLC 0.33% Add +0.3% 4,025 $464K
Plum Street Advisors, LLC 0.23% Reduce -3.5% 4,012 $462K
Weaver Capital Management LLC 0.13% Reduce -1.9% 4,011 $462K
S.A. Mason LLC 0.24% Add +0.1% 4,011 $462K
Lam Group, Inc. 0.33% No change 4,000 $461K
Tru Independence Asset Management 2, LLC 0.38% Add +8.4% 3,999 $461K
Stonebridge Capital Advisors LLC 0.04% Add +1.3% 3,971 $458K
West Michigan Advisors, LLC 0.14% Reduce -3.7% 3,945 $455K
Lantz Financial LLC 0.12% Reduce -0.3% 3,941 $454K
Duncker Streett & Co. Inc. 0.08% Add +1.9% 3,924 $452K
TruWealth Advisors, LLC 0.03% No change 3,917 $451K
Davidson Investment Advisors 0.02% New 3,916 $451K
Washington Trust Bank 0.04% Add +2.6% 3,912 $451K
Ironwood Investment Counsel, LLC 0.08% Add +0.6% 3,908 $450K
Aufman Associates Inc 0.30% Add +0.6% 3,908 $450K
Fermata Advisors, LLC 0.08% Reduce -7.4% 3,906 $450K
Dentgroup LLC 0.34% Reduce -0.7% 3,897 $449K
Activest Wealth Management 0.13% Add +303.4% 3,889 $448K
LifeSteps Financial, Inc. 0.34% Reduce -13.7% 3,871 $446K
Lavaca Capital LLC 0.20% New 3,864 $445K
Tassel Capital Management, Inc. 0.39% — 3,861 $445K
SIMA Wealth Partners, LLC 0.38% Reduce -42.8% 3,840 $442K
Potomac Fund Management Inc. 0.03% — 3,839 $442K
Argent Capital Management LLC 0.01% Reduce -8.6% 3,825 $441K
Guyasuta Investment Advisors Inc. 0.03% Add +0.3% 3,818 $440K
Alerus Financial NA 0.03% Add +0.6% 3,797 $437K
Patton Albertson Miller Group, LLC 0.06% Add +7.6% 3,772 $435K
Vise Technologies, Inc. 0.04% New 3,767 $434K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 3,761 $433K
Client 1ST Advisory Group, LLC 0.17% Reduce -7.5% 3,760 $433K
ARS Wealth Advisors Group, LLC 0.06% Reduce -0.3% 3,758 $433K
Forum Financial Management, LP 0.01% Add +41.5% 3,748 $432K
Redmond Asset Management, LLC 0.11% Add +5.8% 3,743 $431K
T. Rowe Price Associates Inc. 0.00% Reduce -18.8% 3,724 $430K
Cascade Financial Partners, LLC 0.06% Add +3.7% 3,730 $430K
Bank of New Hampshire 0.11% Add +2.4% 3,727 $429K
Portland Financial Advisors Inc 1.15% — 3,721 $429K
Alpha Cubed Investments, LLC 0.02% Reduce -7.2% 3,718 $428K
High Probability Advisors, LLC 0.08% Reduce -3.7% 3,709 $427K
GLOBALT Investments LLC / GA 0.02% No change 3,691 $425K
First Trust Advisors LP 0.00% New 3,688 $425K
Crux Wealth Advisors 0.24% — 3,687 $425K
Soundwatch Capital LLC 0.04% Add +31.1% 3,673 $423K
Sentinel Trust Co. Lba 0.05% Reduce -1.4% 3,672 $423K
Foster Dykema Cabot & Partners, LLC 0.03% No change 3,662 $422K
Seelaus Asset Management LLC 0.39% Reduce -6.2% 3,645 $420K
Juncture Wealth Strategies, LLC 0.16% Add +11.6% 3,643 $420K
NCM Capital Management, LLC 0.19% Reduce -1.4% 3,637 $419K
Vermillion Wealth Management, Inc. 0.21% — 3,623 $417K
Wiser Advisor Group LLC 0.61% Add +0.9% 3,615 $417K
TCP Asset Management, LLC 0.09% Reduce -10.7% 3,612 $416K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +7.3% 3,601 $415K
Octavia Wealth Advisors, LLC 0.05% Reduce -0.1% 3,596 $414K
Blue Bell Private Wealth Management, LLC 0.08% Add +5.9% 3,589 $414K
KCM Investment Advisors LLC 0.01% Add +5.1% 3,563 $411K
LexAurum Advisors, LLC 0.08% Reduce -4.4% 3,556 $410K
Carbahal Olsen Financial Services Group, LLC 0.38% — 3,554 $409K
CFM Wealth Partners LLC 0.07% No change 3,552 $409K
Fortis Capital Advisors, LLC 0.14% Reduce -71.7% 3,511 $409K
GDS Wealth Management 0.04% Add +12.4% 3,548 $409K
Howard Wealth Management, LLC 0.22% No change 3,545 $408K
Archvest Wealth Advisors, Inc. 0.30% Reduce -9.4% 3,537 $408K
Hartford Financial Management Inc. 0.08% Add +1.6% 3,533 $407K
Collective Family Office LLC 0.11% Reduce -0.4% 3,519 $405K
Strategy Asset Managers LLC 0.08% Reduce -5.5% 3,503 $404K
Petra Financial Advisors Inc. 0.27% Add +0.0% 3,496 $403K
Wealth Quarterback LLC 0.19% Reduce -5.6% 3,494 $403K
Nautilus Advisors LLC 0.32% — 3,490 $402K
Diversify Wealth Management, LLC 0.03% Add +21.2% 3,550 $401K
Rf&l Wealth Management, LLC 0.28% No change 3,484 $401K
Equita Financial Network, Inc. 0.14% Add +19.1% 3,478 $401K
Dunhill Financial, LLC 0.19% Add +10.4% 3,472 $400K
High Falls Advisors, Inc 0.09% Reduce -16.9% 3,471 $400K
Private Management Group Inc. 0.01% Reduce -3.8% 3,470 $400K
Sound Financial Strategies Group, LLC 0.33% Reduce -10.4% 3,462 $399K
Maryland State Retirement & Pension System 0.01% Reduce -63.8% 3,457 $398K
Mycio Wealth Partners, LLC 0.10% New 3,440 $396K
Independent Wealth Network Inc. 0.16% Reduce -2.6% 3,436 $396K
Lifelong Wealth Advisors, Inc. 0.18% — 3,436 $396K
Concord Wealth Partners 0.06% Reduce -8.5% 3,430 $395K
Winthrop Advisory Group LLC 0.05% Reduce -2.5% 3,428 $395K
Clarendon Private LLC 0.41% — 3,419 $394K
Highland Capital Management, LLC 0.02% Add +9.4% 3,417 $394K
Facet Wealth, Inc. 0.01% Reduce -31.3% 3,356 $393K
Nadler Financial Group, Inc. 0.04% No change 3,406 $392K
Tableaux LLC 0.32% — 3,404 $392K
Douglass Winthrop Advisors, LLC 0.01% Add +8.9% 3,402 $392K
Legacy Financial Advisors, Inc. 0.06% Reduce -17.9% 3,401 $392K
Kimelman & Baird, LLC 0.03% No change 3,400 $392K
Elevatus Welath Management 0.13% Reduce -4.5% 3,396 $391K
Fortitude Advisory Group L.L.C. 0.24% Add +0.3% 3,395 $391K
Poehling Capital Management, INC. 0.10% No change 3,393 $391K
Hirtle & Co., LLC 0.02% Add +11.0% 3,388 $390K
CGN Advisors LLC 0.04% Add +49.2% 3,380 $389K
WR Wealth Planners, LLC 0.13% Reduce -14.3% 3,374 $389K
Hanson & Doremus Investment Management 0.06% Add +5.8% 3,371 $388K
Private Wealth Management Group, LLC 0.15% No change 3,353 $386K
Daymark Wealth Partners, LLC 0.02% Reduce -3.8% 3,353 $386K
Penobscot Wealth Management 0.18% Add +1.6% 3,347 $386K
Smith Salley Wealth Management 0.02% Add +0.0% 3,339 $385K
Foster & Motley Inc. 0.03% Add +0.2% 3,336 $384K
Sugar Maple Asset Management, LLC 0.29% Reduce -28.6% 3,313 $382K
Sage Capital Management, LLC 0.19% Add +0.6% 3,306 $381K
Clear Harbor Asset Management, LLC 0.03% Add +2.8% 3,302 $381K
Everett Harris & Co. 0.00% No change 3,294 $380K
RMR Capital Management, LLC 0.28% Add +6.2% 3,273 $377K
Canandaigua National Bank & Trust Co. 0.04% Add +11.5% 3,269 $377K
KFG Wealth Management, LLC 0.07% Reduce -89.3% 3,268 $377K
Frank, Rimerman Advisors LLC 0.03% No change 3,263 $376K
William Howard & Co Financial Advisors Inc 0.34% Add +0.0% 3,270 $376K
Oarsman Capital, Inc. 0.07% Reduce -25.8% 3,256 $375K
Segment Wealth Management, LLC 0.03% No change 3,254 $375K
Fairview Capital Investment Management, LLC 0.02% No change 3,254 $375K
Forte Capital LLC 0.04% Add +2.0% 3,240 $373K
Stonehaven Wealth & Tax Solutions, LLC 0.41% — 3,233 $373K
Arax Advisory Partners 0.02% Add +9.8% 3,232 $372K
Trail Ridge Investment Advisors, LLC 0.18% No change 3,227 $372K
Terril Brothers, Inc. 0.11% Add +31.7% 3,219 $371K
Barnes Wealth Management Group, Inc 0.25% — 3,215 $370K
Sterling Investment Management, LLC 0.29% New 3,215 $370K
Glassman Wealth Services 0.06% Reduce -4.0% 3,186 $367K
Peloton Wealth Strategists 0.15% Add +3.3% 3,174 $366K
Global View Capital Management LLC 0.13% — 3,180 $366K
Heritage Trust Co 0.04% — 3,168 $365K
Castle Wealth Management LLC 0.14% Add +0.1% 3,165 $365K
Arbor Wealth Advisors LLC 0.32% Reduce -17.3% 3,164 $365K
Patten Group, Inc. 0.08% Reduce -1.3% 3,163 $364K
Prasad Wealth Partners, LLC 0.12% — 3,162 $364K
Northside Capital Management, LLC 0.10% No change 3,158 $364K
Avantax Planning Partners, Inc. 0.01% Add +1.0% 3,157 $364K
Pegasus Asset Management, Inc. 0.14% No change 3,151 $363K
Patten & Patten Inc. 0.02% Add +6.5% 3,148 $363K
Mission Creek Capital Partners, Inc. 0.08% Reduce -0.3% 3,139 $362K
Aspen Wealth Management LLC 0.11% Reduce -14.1% 3,137 $361K
Invst, LLC 0.04% Reduce -21.7% 3,137 $361K
Investment Partners Asset Management, Inc. 0.28% No change 3,111 $358K
IAG Wealth Partners, LLC 0.06% Reduce -4.6% 3,107 $358K
Vantage Point Financial LLC 0.19% — 3,107 $358K
AA Financial Advisors, LLC 0.10% Add +5.3% 3,094 $356K
Horizon Investment Services, LLC 0.15% Reduce -25.6% 3,093 $356K
Upper Left Wealth Management, LLC 0.30% Add +20.2% 3,088 $356K
Hobbs Group Advisors, LLC 0.13% Add +6.9% 3,084 $355K
Rossby Financial, LCC 0.22% — 3,074 $354K
Cim, LLC 0.05% No change 3,073 $354K
Oxinas Partners, LLC 0.21% Reduce -0.7% 3,061 $353K
O'ROURKE & COMPANY, Inc 0.17% Reduce -7.7% 3,060 $353K
Clarity Wealth Advisors, LLC 0.10% Reduce -5.8% 3,060 $353K
Callan Capital, LLC 0.03% No change 3,055 $352K
Sentry LLC 0.07% Reduce -15.3% 3,051 $352K
LongView Wealth Management 0.11% Reduce -11.9% 3,047 $351K
Garden State Investment Advisory Services LLC 0.11% Reduce -0.5% 3,039 $351K
Goodwin Investment Advisory 0.18% Reduce -6.2% 3,042 $351K
Southland Equity Partners LLC 0.08% Add +0.2% 3,024 $348K
Knuff & Co LLC 0.11% New 3,021 $348K
Tucker Asset Management LLC 0.08% Add +33.9% 3,019 $348K
Mairs & Power Inc. 0.00% No change 3,008 $347K
Selway Asset Management 0.14% No change 3,000 $346K
Fund Evaluation Group, LLC 0.02% New 2,999 $346K
Aspire Growth Partners LLC 0.34% — 2,996 $345K
Fayez Sarofim & Co 0.00% No change 2,996 $345K
Sand Hill Global Advisors, LLC 0.01% Add +18.2% 2,995 $345K
DDD Partners, LLC 0.04% Add +1.2% 2,994 $345K
United Asset Strategies, Inc. 0.03% Add +29.9% 2,994 $345K
Norden Group LLC 0.04% Reduce -0.1% 2,991 $345K
Signature Wealth Management Partners, LLC 0.24% Add +13.3% 2,976 $343K
Milestone Asset Management Group, LLC 0.31% — 2,973 $343K
New Insight Wealth Advisors 0.17% Reduce -5.0% 2,970 $342K
Clarity Capital Advisors, LLC 0.23% Add +1.0% 2,967 $342K
TCI Wealth Advisors, Inc. 0.03% Reduce -4.9% 2,958 $341K
Woodmont Investment Counsel LLC 0.03% No change 2,953 $340K
Bfsg, LLC 0.04% No change 2,946 $339K
Heritage Family Offices, LLP 0.17% Add +0.1% 2,934 $338K
Peterson Wealth Services 0.10% Reduce -2.4% 2,930 $338K
Synergy Investment Management, LLC 0.15% — 2,928 $337K
Elevated Capital Advisors, LLC 0.09% Add +0.1% 2,926 $337K
Buffington Mohr McNeal 0.06% No change 2,924 $337K
Checchi Capital Advisers, LLC 0.03% No change 2,906 $335K
Pinney & Scofield, Inc. 0.25% — 2,904 $335K
Balboa Wealth Partners 0.08% New 2,901 $334K
Acorn Financial Advisory Services Inc. 0.05% Add +0.0% 2,881 $332K
Insight Inv LLC 0.23% Add +3026.1% 2,876 $331K
Total Clarity Wealth Management, Inc. 0.11% Reduce -0.3% 2,874 $331K
Catalina Capital Group, LLC 0.11% Reduce -0.5% 2,874 $331K
GM Advisory Group, LLC 0.02% Add +10.4% 2,867 $330K
Newport Capital Group, LLC 0.24% Reduce -1.8% 2,865 $330K
Paragon Capital Management LLC 0.18% No change 2,859 $329K
Partners in Financial Planning 0.07% Reduce -6.4% 2,853 $329K
Murphy, Middleton, Hinkle & Parker, Inc. 0.19% Add +1.8% 2,847 $328K
Palumbo Wealth Management LLC 0.12% Add +0.7% 2,844 $328K
Ausdal Financial Partners, Inc. 0.03% Add +0.3% 2,843 $328K
Webster Bank, N. A. 0.04% Reduce -7.8% 2,841 $327K
Capstone Financial Advisors, Inc. 0.02% Add +0.8% 2,838 $327K
Institute for Wealth Management, LLC. 0.04% Add +1.0% 2,824 $325K
CWA Asset Management Group, LLC 0.02% Add +8.9% 2,822 $325K
M3 Advisory Group, LLC 0.23% Add +0.0% 2,815 $324K
Epiq Partners, LLC 0.18% Reduce -50.2% 2,800 $323K
Eaton Financial Holdings Company, LLC 0.12% Reduce -95.1% 2,794 $322K
Wallace Advisory Group, LLC 0.22% No change 2,740 $320K
Bond & Devick Financial Network, Inc. 0.14% No change 2,734 $320K
Mayport, LLC 0.09% New 2,771 $319K
Gerber, LLC 0.23% No change 2,740 $316K
Rothschild Investment LLC 0.02% No change 2,736 $315K
Chancellor Financial Group WB LP 0.25% — 2,734 $315K
Peregrine Asset Advisers, Inc. 0.12% Reduce -2.6% 2,733 $315K
ArborFi Advisors, LLC 0.32% — 2,732 $315K
Blodgett Wealth Advisors, LLC 0.25% Add +11.3% 2,720 $313K
Bluespring Wealth Management, LLC 0.03% Reduce -8.0% 2,710 $312K
Rollins Financial Advisors, LLC 0.05% Add +1.9% 2,710 $312K
Seascape Capital Management 0.11% No change 2,710 $312K
Dopkins Wealth Management, LLC 0.16% New 2,701 $311K
Holland Advisory Services, Inc. 0.41% Add +0.1% 2,697 $311K
Beacon Capital Management, LLC 0.04% Add +0.1% 2,692 $310K
Kaydan Wealth Management, Inc. 0.10% Add +5.7% 2,688 $310K
Claris Financial LLC 0.20% — 2,678 $308K
Infinity Wealth Counsel, LLC 0.33% — 2,677 $308K
Hill Island Financial LLC 0.09% Add +0.8% 2,675 $308K
Curtis Advisory Group, LLC 0.08% Reduce -6.8% 2,674 $308K
Verity Asset Management, Inc. 0.17% Reduce -54.6% 9,745 $308K
Kendall Capital Management 0.09% New 2,669 $308K
Stephen J. Garry & Associates, LLC 0.28% Add +3.9% 2,667 $307K
Core Wealth Partners LLC 0.18% No change 2,664 $307K
Parkside Advisors LLC 0.07% No change 2,664 $307K
GPS Wealth Strategies Group, LLC 0.04% Add +5.3% 2,658 $306K
Quartz Partners, LLC 0.19% Add +3.9% 2,650 $305K
Freestone Capital Holdings, LLC 0.01% Reduce -46.4% 2,637 $304K
LMG Wealth Partners, LLC 0.07% Add +1.0% 2,635 $304K
Stiles Financial Services Inc 0.11% Add +0.5% 2,627 $303K
Signet Investment Advisory Group, Inc. 0.15% No change 2,625 $302K
Denver Wealth Management, Inc. 0.14% Add +0.2% 2,619 $302K
Sanders Morris Harris LLC 0.05% Add +0.9% 2,601 $301K
Avaii Wealth Management, LLC 0.15% New 2,611 $301K
FF Advisors,LLC 0.21% No change 2,442 $300K
Investment Partners, LTD. 0.12% Add +0.1% 2,602 $300K
Tempus Wealth Planning, LLC 0.09% New 2,595 $299K
Diversified Enterprises, LLC 0.03% Add +29.5% 2,593 $299K
Paulson Wealth Management Inc. 0.08% Add +0.4% 2,587 $298K
Heritage Financial Services, LLC 0.04% Add +9.1% 2,586 $298K
D.B. Root & Company, LLC 0.09% Reduce -10.4% 2,579 $297K
Kestra Investment Management, LLC 0.01% Reduce -8.1% 2,565 $296K
Financial Advisors Network, Inc. 0.05% — 2,554 $294K
Pollock Investment Advisors, LLC 0.24% — 2,540 $293K
Ifrah Financial Services, Inc. 0.08% Reduce -34.0% 2,538 $292K
ICONIQ Capital, LLC 0.00% Add +1.0% 2,537 $292K
Clayton Financial Group LLC 0.11% Add +0.6% 2,533 $292K
E&G Advisors, LLC 0.08% Add +2.0% 2,526 $291K
Brand Asset Management Group, Inc. 0.12% Reduce -3.8% 2,518 $290K
True Vision MN LLC 0.17% Add +12.3% 2,510 $289K
Novus Advisors, LLC 0.29% — 2,509 $289K
Fairman Group, LLC 0.24% Add +0.8% 2,509 $289K
Werba Rubin Papier Wealth Management 0.07% Add +0.2% 2,503 $288K
BCGM Wealth Management, LLC 0.09% Add +3.1% 2,493 $287K
HTLF Bank 0.03% Add +1.1% 2,489 $287K
GFG Capital, LLC 0.08% Reduce -1.7% 2,485 $286K
Cove Private Wealth, LLC 0.18% New 2,485 $286K
D L Carlson Investment Group Inc. 0.05% No change 2,483 $286K
Allodium Investment Consultants, LLC 0.24% — 2,479 $286K
Collaborative Wealth Managment Inc. 0.13% Reduce -4.0% 2,475 $285K
Aprio Wealth Management, LLC 0.04% Add +25.6% 2,472 $285K
Future You Wealth LLC 0.20% — 2,472 $285K
Drum Hill Capital, LLC 0.36% — 2,465 $284K
Foguth Wealth Management, LLC. 0.07% New 2,380 $283K
Rosenberg Matthew Hamilton 0.07% Add +12.9% 2,456 $283K
Colonial River Investments, LLC 0.14% Add +5.2% 2,451 $282K
Weaver Consulting Group 0.09% Add +10.2% 2,447 $282K
Aries Wealth Management 0.08% No change 2,446 $282K
Avondale Wealth Management 0.18% Reduce -50.1% 2,441 $281K
Sugarloaf Wealth Management, LLC 0.05% Reduce -6.3% 2,438 $281K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.0% 2,438 $281K
Palo Alto Wealth Advisors, LLC 0.10% Add +0.1% 2,433 $280K
AlphaCore Capital LLC 0.06% Add +42.4% 2,427 $280K
Members Wealth LLC 0.21% — 2,417 $279K
Clark Asset Management, LLC 0.05% Reduce -11.4% 2,424 $279K
Monterey Private Wealth, Inc. 0.09% Reduce -25.1% 2,422 $279K
Flaharty Asset Management, LLC 0.04% Add +2017.5% 2,414 $278K
Legacy PCG, LLC 0.20% Reduce -34.0% 2,408 $277K
Gallagher Fiduciary Advisors, LLC 0.05% Add +5.8% 2,406 $277K
Advus Financial Partners, LLC 0.08% Reduce -0.4% 2,405 $277K
Rockingstone Advisors LLC 0.12% New 2,405 $277K
Cohen Klingenstein LLC 0.01% No change 2,400 $277K
Titan Global Capital Management USA LLC 0.04% New 2,399 $276K
B.O.S.S. Retirement Advisors, LLC 0.08% New 2,391 $275K
DDFG, Inc 0.08% Add +1.8% 2,388 $275K
Towerpoint Wealth, LLC 0.13% Reduce -2.4% 2,387 $275K
Investmark Advisory Group LLC 0.13% Add +1.0% 2,384 $275K
Stillwater Capital Advisors, LLC 0.03% Reduce -1.2% 2,380 $274K
4J Wealth Management LLC 0.22% Add +2.0% 2,367 $273K
Schnieders Capital Management LLC 0.05% Reduce -64.3% 2,363 $272K
Financial Life Advisors 0.10% Reduce -16.3% 2,362 $272K
West Bancorporation Inc. 0.18% Reduce -1.1% 2,356 $271K
Hickory Point Bank & Trust 0.24% — 2,353 $271K
Sierra Ocean, LLC 0.22% — 2,351 $271K
City State Bank 0.10% Add +0.4% 2,343 $270K
Great Lakes Advisors, LLC 0.00% Add +22.2% 2,336 $269K
Hill Investment Group Partners, LLC 0.04% New 2,333 $269K
Aberdeen Wealth Management LLC 0.18% No change 2,330 $268K
Sfmg, LLC 0.02% Add +0.0% 2,324 $268K
Sandbox Financial Partners, LLC 0.09% Add +0.7% 2,322 $268K
Baldwin Wealth Partners LLC 0.02% Add +16.3% 2,320 $267K
New World Advisors LLC 0.06% Add +15.9% 2,320 $267K
Azimuth Capital Investment Management LLC 0.01% Reduce -7.9% 2,319 $267K
Vanguard Personalized Indexing Management, LLC 0.00% No change 2,313 $267K
Jane Street Group, LLC 0.00% Reduce -98.5% 2,306 $266K
Riverbend Wealth Management, LLC 0.24% — 2,303 $265K
Bison Wealth, LLC 0.03% — 2,301 $265K
Iron Horse Wealth Management, LLC 0.09% Add +19.8% 2,300 $265K
Augustine Asset Management Inc. 0.07% Reduce -2.2% 2,296 $265K
Chris Bulman Inc 0.17% Add +3.8% 2,295 $264K
SpringVest Wealth Management LLC 0.23% — 2,295 $264K
SFG Wealth Management, LLC. 0.14% Add +7.7% 2,293 $264K
MRWM Advisors, LLC 0.21% — 2,292 $264K
OneAscent Wealth Management LLC 0.11% Reduce -2.8% 2,294 $264K
Copia Wealth Management 0.25% — 2,289 $264K
Petix & Botte Co 0.07% Reduce -3.4% 2,282 $263K
Voisard Asset Management Group, Inc. 0.09% Reduce -14.1% 2,281 $263K
Wade Financial Advisory, Inc 0.09% No change 2,264 $261K
PDS Planning, Inc 0.02% Add +14.7% 2,261 $261K
Gimbal Financial 0.21% No change 2,258 $260K
Horst & Graben Wealth Management LLC 0.05% Reduce -2.3% 2,250 $259K
MY Wealth Management Inc. 0.26% Reduce -0.4% 2,245 $259K
Apeiron RIA LLC 0.07% Add +17.9% 2,241 $258K
Bernardo Wealth Planning LLC 0.06% Add +10.2% 2,282 $258K
Farmers National Bank 0.08% — 2,240 $258K
Community Bank & Trust, Waco, Texas 0.06% No change 2,243 $258K
Patron Partners, LLC 0.14% No change 2,238 $258K
Morton Capital Management LLC 0.05% Add +0.2% 2,236 $258K
Byrne Financial Freedom, LLC 0.11% — 2,235 $258K
Fourth Dimension Wealth, LLC 0.13% — 2,234 $257K
Ascent Wealth Partners, LLC 0.03% Reduce -5.3% 2,226 $256K
Cheviot Value Management, LLC 0.05% New 2,219 $256K
Tepp RIA, LLC 0.38% — 2,204 $254K
CPA Asset Management Group, LLC 0.12% No change 2,201 $254K
Richmond Investment Services, LLC 0.14% — 2,197 $253K
Eclectic Associates Inc. 0.07% Reduce -1.9% 2,197 $253K
GWN Securities Inc. 0.07% — 2,162 $253K
Wealth Management Associates, Inc. 0.11% Add +0.1% 2,190 $252K
Beaton Management Co. Inc. 0.13% No change 2,189 $252K
Mosaic Family Wealth Partners, LLC 0.04% Add +5.5% 2,182 $251K
BCS Wealth Management 0.06% New 2,171 $250K
Clearstead Trust, LLC 0.05% Reduce -2.3% 2,167 $250K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +18.2% 2,160 $249K
Kapstone Financial Advisors LLC 0.13% No change 2,085 $247K
Gen-Wealth Partners Inc 0.11% Add +15.0% 2,134 $246K
Delta Investment Management, LLC 0.05% New 2,133 $246K
Connors Investor Services Inc. 0.02% No change 2,131 $246K
SRH Advisors, LLC 0.07% No change 2,129 $245K
Integrity Wealth Solutions LLC 0.14% Add +3.5% 2,128 $245K
ICW Investment Advisors LLC 0.10% Add +0.1% 2,121 $244K
Amarillo National Bank 0.04% No change 2,121 $244K
Lantern Wealth Advisors, LLC 0.16% Add +0.7% 2,114 $244K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,110 $243K
Clearview Wealth Advisors LLC 0.18% Reduce -16.8% 2,106 $243K
Maridea Wealth Management LLC 0.08% — 2,105 $243K
Zullo Investment Group, Inc. 0.10% Reduce -3.4% 2,098 $242K
Everhart Financial Group, Inc. 0.05% Reduce -0.4% 2,094 $241K
Investor's Fiduciary Advisor Network, LLC 0.09% — 2,100 $241K
Pacific Sage Partners, LLC 0.05% Add +6.0% 2,091 $241K
Ballast Advisors LLC 0.07% Reduce -26.4% 2,090 $241K
3EDGE Asset Management, LP 0.01% Reduce -50.9% 2,089 $241K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -2.9% 2,086 $240K
Hemington Wealth Management 0.06% Add +16.9% 2,085 $240K
Private Client Services, LLC 0.13% Reduce -7.7% 2,080 $240K
Rockbridge Investment Management, LCC 0.03% Add +0.1% 2,079 $240K
Indie Asset Partners, LLC 0.19% Add +4.0% 2,072 $239K
Cardinal Strategic Wealth Guidance 0.08% Add +114.9% 2,061 $237K
Schorn Wealth LLC 0.08% Reduce -16.9% 2,054 $237K
Compass Financial Group, INC 0.04% Add +0.6% 2,052 $237K
Northeast Planning Associates, Inc. / NH / 0.24% — 2,051 $236K
Reliant Investment Partners, LLC 0.21% — 2,030 $234K
Tenon Financial LLC 0.15% Reduce -26.3% 2,034 $234K
Panoramic Investment Advisors, LLC 0.15% Reduce -7.0% 2,024 $233K
OneAscent Financial Services LLC 0.02% New 2,020 $233K
Welch Group, LLC 0.01% No change 2,026 $233K
Princeton Capital Management LLC 0.07% Add +0.8% 2,017 $232K
ORBA Wealth Advisors, L.L.C. 0.12% No change 2,015 $232K
LMCG Investments, LLC 0.01% New 1,997 $230K
Vista Investment Partners Ii, LLC 0.14% — 1,995 $230K
Atlas Private Wealth Advisors 0.03% Add +0.5% 1,988 $229K
Richardson Capital Management LLC 0.15% Add +172.1% 1,986 $229K
Phillips Wealth Planners LLC 0.23% Reduce -0.2% 2,023 $229K
Eight 31 Financial, LLC 0.17% Add +2.5% 1,983 $228K
Maryland Capital Advisors Inc. 0.11% No change 1,980 $228K
Level Wealth Management LLC 0.16% — 1,979 $228K
Magnolia Private Wealth, LLC 0.20% — 1,979 $228K
Northwest Wealth Management, LLC 0.05% Reduce -5.9% 1,978 $228K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 1,972 $227K
Morningstar Investment Services LLC 0.02% Reduce -92.3% 1,974 $227K
Silverleafe Capital Partners, LLC 0.07% New 1,969 $227K
FWG Holdings, LLC 0.11% No change 1,938 $226K
MJP Associates Inc. 0.04% No change 1,964 $226K
LifePlan Financial, LLC 0.20% Reduce -5.0% 1,963 $226K
Forthright Family Wealth Advisory LLC 0.15% No change 1,957 $225K
Blue Edge Capital, LLC 0.04% Add +0.5% 1,955 $225K
William Mack & Associates, Inc. 0.24% — 1,955 $225K
LM Advisors LLC 0.04% Add +1.6% 1,957 $225K
Western Financial Corp 0.12% No change 1,952 $225K
Hughes Financial Services, LLC 0.05% — 1,948 $224K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,946 $224K
REDW Wealth LLC 0.08% New 1,940 $224K
New England Private Wealth Advisors LLC 0.04% Reduce -0.9% 1,939 $223K
Trust Co of the South 0.05% Reduce -22.6% 1,939 $223K
Wambolt & Associates, LLC 0.07% No change 1,929 $222K
Cherry Creek Investment Advisors, Inc. 0.11% Reduce -1.8% 1,926 $222K
Dogwood Wealth Management LLC 0.12% Reduce -1.5% 1,925 $222K
Hilltop Partners LLC 0.08% New 1,917 $221K
Financial Insights, Inc. 0.09% Reduce -52.4% 1,912 $220K
Fca Corp. 0.07% No change 1,910 $220K
Tme Financial, Inc. 0.21% — 1,880 $220K
Valued Wealth Advisors LLC 0.14% Add +1.6% 1,907 $220K
Moody Aldrich Partners LLC 0.04% No change 1,900 $219K
Proactive Wealth Strategies LLC 0.11% Add +1.2% 1,881 $217K
Nicollet Investment Management, Inc. 0.07% No change 1,885 $217K
Kera Capital Partners, Inc. 0.06% — 1,882 $217K
Waterfront Wealth Inc. 0.05% New 1,879 $216K
Syverson Strege & Co 0.07% Add +6.6% 1,878 $216K
Stenger Family Office, LLC 0.07% — 1,876 $216K
Bogart Wealth, LLC 0.01% Add +4.7% 1,875 $216K
Partners Wealth Management, LLC 0.24% — 1,865 $215K
Old Second National Bank of Aurora 0.05% Add +168.2% 1,856 $214K
Madrona Financial Services, LLC 0.06% Add +0.3% 1,853 $214K
Hamilton Capital, LLC 0.02% Reduce -0.5% 1,853 $213K
Bath Savings Trust Co 0.02% New 1,845 $213K
Stablepoint Partners, LLC 0.04% Add +0.6% 1,844 $212K
Realta Investment Advisors 0.09% Reduce -13.1% 1,825 $212K
MIdWestOne Financial Group, Inc. 0.03% Reduce -12.8% 1,840 $212K
Lakeshore Capital Group, Inc. 0.32% — 1,837 $212K
Platform Technology Partners 0.06% New 1,832 $211K
Jacobs & Co. 0.02% No change 1,836 $211K
Arista Wealth Management, LLC 0.05% No change 1,828 $211K
Anchor Pointe Wealth Management, LLC 0.27% — 1,830 $210K
Concorde Asset Management, LLC 0.11% Add +3.8% 1,823 $210K
Private Capital Management, LLC 0.02% Reduce -17.1% 1,821 $210K
Oak Harvest Investment Services 0.03% Add +0.8% 1,820 $210K
Red Door Wealth Management, LLC 0.03% New 1,819 $210K
TrueWealth Advisors, LLC 0.07% Reduce -25.0% 1,819 $210K
First Financial Corp. 0.10% No change 1,818 $209K
Accelerate Investment Advisors LLC 0.18% Reduce -9.2% 1,817 $209K
Inspirion Wealth Advisors, LLC 0.03% No change 1,813 $209K
Tanager Wealth Management LLP 0.03% No change 1,812 $209K
Jim Saulnier & Associates, LLC 0.18% No change 1,810 $209K
Heritage Wealth Partners, LLC 0.26% Add +0.9% 1,805 $208K
Stonebrook Private Inc. 0.05% Reduce -5.0% 1,802 $208K
Manchester Capital Management LLC 0.02% No change 1,800 $207K
Wealth Management Nebraska 0.03% — 1,798 $207K
Three Cord True Wealth Management, LLC 0.18% — 1,794 $207K
Navis Wealth Advisors, LLC 0.23% New 1,787 $206K
Tidal Investments LLC 0.00% New 1,783 $205K
McDonald Partners LLC 0.05% Add +0.1% 1,779 $205K
Code Waechter LLC 0.18% Reduce -30.6% 1,778 $205K
Heritage Wealth Management, Inc. 0.07% Add +0.3% 1,776 $205K
Investment Research & Advisory Group, Inc. 0.08% No change 1,776 $205K
Saxony Capital Management, LLC 0.18% Reduce -55.7% 1,773 $204K
GenWealth Group, Inc. 0.05% New 1,772 $204K
Falcon Wealth Planning 0.02% New 1,766 $203K
Detalus Advisors, LLC 0.07% Add +0.6% 1,761 $203K
Ceera Investments, LLC 0.07% No change 1,760 $203K
FSB Premier Wealth Management, Inc. 0.08% Reduce -4.6% 1,754 $202K
GatePass Capital, LLC 0.22% — 1,750 $202K
Uniting Wealth Partners, LLC 0.10% — 1,746 $201K
Tealwood Asset Management Inc. 0.08% New 1,741 $201K
Integris Wealth Management, LLC 0.06% No change 1,743 $201K
Topsail Wealth Management, LLC 0.04% — 1,715 $198K
Independence Bank of Kentucky 0.03% Add +15.4% 1,701 $196K
High Note Wealth, LLC 0.05% New 1,700 $196K
GoalVest Advisory LLC 0.05% No change 1,666 $192K
Kiely Wealth Advisory Group, Inc. 0.12% No change 1,618 $190K
Quent Capital, LLC 0.02% Add +1.1% 1,636 $189K
Legacy Bridge, LLC 0.10% No change 1,633 $188K
EnRich Financial Partners LLC 0.06% Reduce -0.1% 1,633 $188K
Versant Capital Management, Inc 0.04% Add +71.9% 1,633 $188K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +0.1% 1,628 $188K
Rainier Family Wealth Inc. 0.22% — 1,603 $185K
Islay Capital Management, LLC 0.13% Add +0.2% 1,590 $183K
Evensky & Katz LLC 0.01% Add +28.9% 1,554 $179K
Red Tortoise LLC 0.09% No change 1,545 $178K
Fuller & Thaler Asset Management, Inc. 0.00% Add +123.7% 1,541 $178K
Angeles Wealth Management, LLC 0.01% No change 1,495 $172K
Atlatl Advisers LLC 0.10% — 1,472 $170K
Wagner Wealth Management, LLC 0.04% No change 1,434 $165K
one8zero8, LLC 0.03% — 1,403 $162K
Darwin Wealth Management, LLC 0.05% Add +27.1% 1,390 $160K
Compass Planning Associates Inc 0.16% — 1,389 $160K
MGB Wealth Management, LLC 0.05% No change 1,380 $159K
CGC Financial Services, LLC 0.06% No change 1,348 $155K
Park Square Financial Group, LLC 0.11% — 1,344 $155K
Atwood & Palmer Inc. 0.01% No change 1,338 $154K
Elgethun Capital Management 0.04% Add +0.5% 1,324 $153K
Global Wealth Strategies & Associates 0.05% No change 1,298 $150K
Creative Capital Management Investments LLC 0.06% Add +0.2% 1,275 $147K
Granite Investment Partners, LLC 0.01% No change 1,270 $146K
Register Financial Advisors LLC 0.07% Reduce -5.5% 1,229 $142K
Optimum Investment Advisors 0.06% Reduce -24.6% 1,229 $142K
Householder Group Estate & Retirement Specialist, LLC 0.10% Reduce -66.5% 1,215 $139K
Caitlin John, LLC 0.09% Reduce -0.4% 1,158 $133K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 1,135 $131K
Pin Oak Investment Advisors Inc. 0.12% No change 1,110 $130K
Pacifica Partners Inc. 0.06% No change 1,113 $128K
Morling Financial Advisors, LLC 0.04% Add +1.8% 1,108 $128K
FWL Investment Management, LLC 0.05% Reduce -9.7% 1,095 $126K
Addison Advisors LLC 0.03% Reduce -54.6% 1,055 $122K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 1,053 $121K
Logan Capital Management Inc. 0.01% No change 1,046 $121K
Lowe Wealth Advisors, LLC 0.05% No change 1,036 $119K
Ceeto Capital Group, LLC 0.04% New 1,036 $119K
Transce3nd, LLC 0.04% — 1,019 $117K
Comprehensive Financial Planning, Inc. 0.09% — 967 $111K
Raffa Wealth Management, LLC 0.03% No change 963 $111K
Armor Investment Advisors, LLC 0.05% Reduce -5.9% 956 $110K
HHM Wealth Advisors, LLC 0.01% No change 948 $109K
MTM Investment Management, LLC 0.04% Add +7.9% 939 $108K
Halbert Hargrove Global Advisors, LLC 0.01% New 930 $107K
Disciplina Capital Management LLC 0.02% Reduce -8.5% 919 $106K
Eagle Bay Advisors LLC 0.07% Reduce -45.7% 911 $105K
Evelyn Partners Investment Management (Europe) Ltd 0.04% — 900 $104K
Wintrust Investments LLC 0.09% Reduce -26.1% 896 $103K
Ransom Advisory, Ltd 0.05% No change 889 $102K
Piscataqua Savings Bank 0.09% No change 889 $102K
West Branch Capital LLC 0.03% No change 885 $102K
Country Trust Bank 0.00% Reduce -16.4% 867 $100K
Morton Brown Family Wealth, LLC 0.03% Reduce -1.4% 866 $100K
Menard Financial Group LLC 0.06% New 841 $97K
Acima Private Wealth, LLC 0.03% No change 830 $96K
Reyes Financial Architecture, Inc. 0.07% — 824 $95K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -14.4% 783 $90K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $90K
Bear Mountain Capital, Inc. 0.03% No change 744 $89K
JDM Financial Group LLC 0.05% Add +16.9% 762 $88K
North Ridge Wealth Advisors, Inc. 0.06% New 700 $81K
Hexagon Capital Partners LLC 0.01% No change 693 $80K
Kiker Wealth Management, LLC 0.06% — 682 $79K
Flagship Wealth Advisors, LLC 0.05% — 673 $78K
BTG Pactual Asset Management US LLC 0.01% New 705 $75K
Mogy Joel R Investment Counsel Inc. 0.00% No change 638 $74K
Evelyn Partners Asset Management Ltd 0.02% — 635 $73K
Chapman Financial Group, LLC 0.06% — 628 $72K
FLP Wealth Management, LLC 0.18% — 608 $70K
Empowered Funds, LLC 0.00% New 608 $70K
Mill Capital Management, LLC 0.01% No change 600 $69K
Davis Capital Management 0.06% No change 597 $69K
NFSG Corp 0.02% New 596 $69K
Sanctuary Wealth Management, L.L.C. 0.05% Add +25.4% 593 $68K
Coston, McIsaac & Partners 0.02% No change 597 $68K
Holos Integrated Wealth LLC 0.05% — 588 $68K
Winnacle Wealth LLC 0.07% — 587 $68K
REAP Financial Group, LLC 0.02% Add +1.8% 577 $66K
Denver PWM, LLC 0.03% Reduce -11.7% 565 $65K
Collier Financial 0.06% — 564 $65K
Stephens Consulting, LLC 0.02% Reduce -2.8% 559 $64K
Nemes Rush Group LLC 0.01% Reduce -15.2% 559 $64K
Clean Yield Group 0.02% Reduce -31.3% 550 $63K
Ball & Co Wealth Management Inc. 0.05% — 547 $63K
SYM FINANCIAL Corp 0.01% Add +293.3% 531 $61K
Rise Advisors, LLC 0.03% Add +1.0% 513 $59K
WealthCollab, LLC 0.04% No change 502 $58K
BankPlus Trust Department 0.02% — 500 $58K
Winch Advisory Services, LLC 0.01% No change 496 $57K
Capital Investment Counsel, Inc 0.01% Reduce -10.1% 496 $57K
Fairscale Capital, LLC 0.05% No change 495 $57K
Beaird Harris Wealth Management, LLC 0.00% No change 480 $55K
MPWM Advisory Solutions, LLC 0.04% — 479 $55K
VSM Wealth Advisory, LLC 0.02% — 474 $55K
Tanglewood Legacy Advisors, LLC 0.02% Reduce -40.6% 468 $54K
Bray Capital Advisors 0.01% No change 455 $52K
SJS Investment Consulting Inc. 0.01% Add +784.3% 451 $52K
Evolution Advisers, Inc. 0.03% No change 444 $51K
Criterion Capital Advisors, LLC 0.03% No change 474 $51K
Endeavor Private Wealth, Inc. 0.04% — 411 $47K
Financial Network Wealth Advisors LLC 0.09% Reduce -8.1% 410 $47K
Pingora Partners LLC 0.03% No change 409 $47K
Brooklyn Investment Group 0.01% New 401 $46K
Bellevue Asset Management, LLC 0.02% New 400 $46K
Robinswood Financial LLC 0.02% Add +0.8% 389 $45K
Toth Financial Advisory Corp. 0.01% Add +3.7% 389 $45K
Raleigh Capital Management Inc. 0.02% Reduce -0.5% 378 $44K
Navigoe, LLC 0.04% — 375 $43K
RE Dickinson Investment Advisors, LLC 0.04% No change 369 $43K
Murphy & Mullick Capital Management Corp 0.04% — 350 $40K
WFA Asset Management Corp 0.02% No change 330 $38K
Tidemark, LLC 0.01% No change 326 $38K
Pflug Koory, LLC 0.00% No change 316 $36K
Northwest Capital Management Inc 0.02% Reduce -12.0% 309 $36K
Advantage Trust Co 0.02% No change 307 $35K
Riverview Trust Co 0.03% No change 297 $34K
Riggs Asset Managment Co. Inc. 0.01% Add +9.2% 296 $34K
Ogorek Anthony Joseph /NY/ 0.01% New 302 $34K
London Co. of Virginia 0.00% New 295 $34K
C M Bidwell & Associates Ltd. 0.02% No change 291 $34K
Bradley & Co. Private Wealth Management, LLC 0.02% — 290 $33K
Perkins Coie Trust Co 0.01% Reduce -15.4% 286 $33K
Pineridge Advisors LLC 0.01% Add +1.1% 283 $33K
Arcadia Investment Management Corp. 0.01% No change 280 $32K
Minot DeBlois Advisors LLC 0.03% — 277 $32K
Curio Wealth, LLC 0.02% — 270 $31K
Castleview Partners, LLC 0.02% Add +15.2% 265 $30K
Grand Wealth Management, LLC 0.02% No change 263 $30K
Millstone Evans Group, LLC 0.02% — 260 $30K
Peoples Financial Services Corp. 0.01% No change 250 $29K
Redwood Park Advisors LLC 0.02% — 247 $28K
Evergreen Private Wealth LLC 0.01% No change 239 $28K
Founders Capital Management 0.02% Add +0.4% 237 $27K
Front Row Advisors LLC 0.01% No change 235 $27K
DecisionPoint Financial, LLC 0.01% No change 225 $26K
Financial Life Planners 0.02% — 222 $25K
LRI Investments, LLC 0.00% Add +0.9% 219 $25K
FSA Wealth Management LLC 0.01% Add +25.4% 212 $24K
Future Financial Wealth Managment LLC 0.02% Reduce -85.1% 210 $24K
Archer Investment Corp 0.01% Add +15.4% 210 $24K
Heritage Wealth Advisors 0.00% Add +38.7% 208 $24K
Investors Research Corp 0.01% No change 204 $24K
Graney & King, LLC 0.02% — 204 $23K
Field & Main Bank 0.01% No change 200 $23K
Clarity Asset Management, Inc. 0.01% Add +9.7% 193 $22K
Kings Path Partners LLC 0.01% No change 192 $22K
Mattson Financial Services, LLC 0.01% Add +20.0% 186 $22K
Stuart Chaussee & Associates, Inc. 0.01% No change 187 $22K
Wood Tarver Financial Group, LLC 0.01% — 187 $21K
FPC Investment Advisory, Inc. 0.02% New 175 $21K
Measured Risk Portfolios, Inc. 0.02% — 166 $19K
New Millennium Group LLC 0.01% New 163 $19K
Roxbury Financial LLC 0.02% — 138 $18K
1620 Investment Advisors, Inc. 0.01% No change 148 $17K
Mark Sheptoff Financial Planning, LLC 0.01% No change 147 $17K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -7.1% 143 $17K
Atala Financial Inc 0.01% — 140 $16K
Breakwater Investment Management 0.01% No change 140 $16K
Kopp Family Office, LLC 0.01% Reduce -14.0% 141 $16K
Vermillion & White Wealth Management Group, LLC 0.01% Add +0.7% 139 $16K
Financial Gravity Companies, Inc. 0.00% Add +4.5% 138 $16K
New Wave Wealth Advisors LLC 0.01% New 135 $16K
First United Bank & Trust 0.01% No change 135 $16K
Covestor Ltd 0.01% Reduce -23.3% 125 $15K
Legend Financial Advisors, Inc. 0.01% No change 130 $15K
Game Plan Financial Advisors, LLC 0.01% Reduce -7.2% 129 $15K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -99.9% 126 $15K
Signature Resources Capital Management, LLC 0.01% Add +53.2% 121 $14K
Frazier Financial Advisors, LLC 0.01% Add +11600.0% 117 $13K
Tanaka Capital Management Inc. 0.03% No change 109 $13K
Elevate Wealth Advisory, Inc. 0.01% No change 111 $13K
Your Advocates Ltd., LLP 0.01% No change 111 $13K
Cornerstone National Bank & Trust Co 0.01% No change 102 $12K
Atlantic Private Wealth, LLC 0.01% Reduce -60.3% 95 $11K
PFS Partners, LLC 0.01% No change 86 $10K
AllSquare Wealth Management LLC 0.01% No change 86 $10K
Chilton Capital Management LLC 0.00% New 86 $10K
Legacy Investment Solutions, LLC 0.01% Reduce -49.4% 78 $9K
Legacy Wealth Managment, LLC 0.01% Reduce -49.4% 78 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 79 $9K
Hall Laurie J Trustee 0.00% No change 75 $9K
Resources Management Corp. /CT/ 0.00% No change 81 $9K
WPG Advisers, LLC 0.01% — 75 $9K
Punch & Associates Investment Management, Inc. 0.00% No change 75 $9K
Greenline Partners, LLC 0.00% New 74 $9K
Harris Associates (Oakmark Funds) 0.00% Reduce -93.9% 70 $8K
Compass Financial Services Inc 0.00% — 69 $8K
Peachtree Investment Partners, LLC 0.00% No change 67 $8K
Ruedi Wealth Management, Inc. 0.00% No change 63 $7K
Gables Capital Management Inc. 0.00% Reduce -62.5% 60 $7K
Rakuten Securities, Inc. 0.00% Reduce -14.3% 60 $7K
Financial Management Professionals, Inc. 0.00% Reduce -44.4% 55 $6K
Delta Asset Management LLC 0.00% No change 55 $6K
Kozak & Associates, Inc. 0.00% Add +354.6% 50 $6K
Luminist Capital LLC 0.01% — 50 $6K
Northwest Bank & Trust Co 0.00% No change 40 $5K
Christopher J. Hasenberg, Inc 0.00% New 40 $5K
Nova Wealth Management, Inc. 0.00% — 37 $4K
Crowley Wealth Management, Inc. 0.00% — 34 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 32 $4K
Parkworth Wealth Management, Inc. 0.00% — 30 $3K
POM Investment Strategies, LLC 0.00% New 30 $3K
Capital & Planning, LLC 0.00% — 28 $3K
Tower View Wealth Management LLC 0.00% No change 27 $3K
Lanark Financial, Inc. 0.28% — 26 $3K
Briaud Financial Planning Inc 0.00% New 27 $3K
Decker Retirement Planning Inc. 0.00% — 26 $3K
Edmond DE Rothschild Holding S.A. 0.00% New 24 $3K
Richardson Financial Services Inc. 0.00% New 24 $3K
St. Johns Investment Management Company, LLC 0.00% New 23 $3K
Anderson Financial Strategies, LLC 0.00% — 22 $3K
Highline Wealth Partners LLC 0.00% No change 20 $2K
Promus Capital, LLC 0.00% — 19 $2K
Mendota Financial Group, LLC 0.00% Reduce -97.3% 18 $2K
Prudent Man Investment Management, Inc. 0.00% — 18 $2K
Horizon Bancorp Inc. 0.00% Reduce -62.5% 15 $2K
Morse Asset Management, Inc 0.00% No change 8 $922
Atticus Wealth Management, LLC 0.00% No change 5 $577
Retirement Wealth Solutions LLC 0.00% — 2 $177

"% 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.