iShares Core S&P Small-Cap EIJRETF

13F holders, Q1 2025 (March 31)
2,533holders −97
85new positions
163sold out
5famous investors
$104.97avg. 13F price*

At the end of Q1 2025, 2,533 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, down 97 from Q4 2024. 85 opened new positions and 163 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.1B), Bank of America Corp. ($3.5B) and FMR LLC ($2.1B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions85$275.3M
Exits163$315.1M

All 13F filers, Q4 2024 → Q1 2025: 24,987,595 shares bought and 26,368,389 shares sold, net −1,380,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,533 holders

Northwestern Mutual Wealth Management Co. 3.34% Add +2.4% 39,050,599 $4.1B
Bank of America Corp. 0.31% Add +2.9% 32,997,959 $3.5B
FMR LLC 0.14% Reduce -10.8% 20,328,417 $2.1B
Morgan Stanley 0.14% Reduce -2.4% 18,703,932 $2.0B
Envestnet Asset Management Inc. 0.60% Reduce -1.9% 17,810,343 $1.9B
Wells Fargo & Company 0.43% Reduce -0.2% 17,131,403 $1.8B
LPL Financial LLC 0.65% Add +1.6% 15,897,788 $1.7B
Raymond James Financial Inc. 0.55% Reduce -0.9% 14,078,882 $1.5B
Bank of New York Mellon Corp 0.27% Reduce -6.3% 13,095,546 $1.4B
UBS Group AG 0.25% Reduce -10.8% 10,607,421 $1.1B
Northern Trust Corp. 0.15% Add +3.1% 9,633,447 $1.0B
Goldman Sachs Group Inc. 0.18% Add +3.8% 9,253,027 $967.6M
First Command Advisory Services, Inc. 8.98% Add +1.8% 8,958,512 $936.9M
Financial Engines Advisors L.L.C. 1.96% Add +4.2% 8,726,309 $912.5M
BlackRock, Inc. 0.02% Reduce -0.2% 8,241,756 $861.8M
PNC Financial Services Group, Inc. 0.44% Reduce -0.5% 8,100,347 $847.1M
Royal Bank of Canada 0.17% Reduce -1.0% 7,249,302 $758.1M
Northwestern Mutual Investment Management Company, LLC 10.65% Add +72.0% 6,416,033 $670.9M
Baird Financial Group, Inc. 1.14% Add +16.5% 5,665,131 $592.4M
Ameriprise Financial Inc. 0.15% Reduce -3.0% 5,394,805 $563.4M
Glenmede Trust Co. NA 2.94% Reduce -0.5% 5,243,517 $548.3M
US Bancorp \de 0.72% Add +0.1% 5,156,813 $539.2M
Provida Pension Fund Administrator 9.11% Reduce -14.7% 4,321,751 $451.9M
Commonwealth Equity Services, LLC 0.62% Add +2.0% 4,184,086 $437.5M
Wealthspire Advisors, LLC 2.43% Add +105.3% 3,883,282 $406.1M
Keybank National Association 1.59% Reduce -2.3% 3,799,295 $397.3M
Cresset Asset Management, LLC 1.95% Add +1.6% 3,714,158 $388.4M
Truist Financial Corp. 0.61% Reduce -29.7% 3,615,186 $378.0M
Regions Financial Corp. 2.80% Add +1.8% 3,598,663 $376.3M
JPMorgan Chase & Co. 0.03% Reduce -18.3% 3,296,337 $344.7M
Main Management ETF Advisors, LLC 16.56% Reduce -10.2% 726,530 $340.7M
HighTower Advisors, LLC 0.43% Reduce -3.9% 3,006,333 $314.4M
Acorns Advisers, LLC 2.90% Add +5.3% 2,886,776 $301.9M
Millburn Ridgefield LLC 6.38% Add +12.1% 2,519,585 $263.5M
Catalyst Capital Advisors LLC 5.40% Add +12.1% 2,519,585 $263.5M
Cerity Partners LLC 0.54% Add +1.7% 2,489,394 $260.3M
Pathstone Holdings, LLC 1.11% Add +1.1% 2,444,118 $255.6M
Alesco Advisors, LLC, An ESL Co 7.36% Add +18.9% 2,242,239 $234.5M
Fifth Third Bancorp 0.85% Reduce -2.2% 2,127,434 $222.5M
Jones Financial Companies LLLP 0.20% Add +22.3% 2,121,798 $221.1M
Valeo Financial Advisors, LLC 6.15% Add +4.3% 2,221,754 $220.2M
Circle Wealth Management, LLC 5.09% Reduce -0.7% 2,101,139 $219.7M
MAI Capital Management 1.58% Add +9.3% 1,990,914 $208.2M
Cetera Investment Advisers 0.40% Add +6.5% 1,989,115 $208.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +1175.2% 1,912,735 $200.0M
Clark Capital Management Group, Inc. 1.36% Add +3.5% 1,808,016 $189.1M
Citigroup Inc. 0.14% Reduce -3.5% 1,769,976 $185.1M
Mariner, LLC 0.30% Reduce -3.1% 1,748,838 $182.9M
Bank of Montreal 0.10% Reduce -5.4% 1,724,728 $180.4M
Haverford Trust Co 1.80% Reduce -0.6% 1,713,109 $179.1M
Modera Wealth Management, LLC 2.33% Reduce -4.0% 1,646,146 $172.1M
Stifel Financial Corp. 0.17% Add +0.1% 1,558,918 $163.0M
Bronte Capital Management Pty Ltd. 12.56% Reduce -8.1% 1,298,378 $154.5M
Mesirow Financial Investment Management, Inc. 2.98% Add +0.7% 1,469,726 $153.7M
Rockefeller Capital Management L.P. 0.37% Reduce -2.0% 1,443,073 $150.9M
Moneta Group Investment Advisors LLC 2.07% Reduce -2.0% 1,437,266 $150.3M
Bridges Investment Management Inc. 2.16% Add +1.2% 1,432,464 $149.8M
West Coast Financial LLC 16.85% Add +14.6% 1,411,199 $147.6M
Creative Planning 0.13% Reduce -12.6% 1,368,842 $143.1M
Federation des caisses Desjardins du Quebec 0.71% Add +10.4% 1,365,031 $142.7M
Wealth Enhancement Advisory Services, LLC 0.27% Add +0.7% 1,356,364 $141.8M
MML Investors Services, LLC 0.43% Add +9.4% 1,231,676 $128.8M
United Capital Financial Advisors, LLC 1.06% Add +7.0% 1,186,375 $124.1M
Osaic Holdings, Inc. 0.27% Reduce -7.5% 1,174,223 $122.9M
M&T Bank Corp 0.43% Reduce -0.5% 1,136,002 $118.8M
Franklin Resources Inc. 0.03% Add +0.4% 1,131,587 $118.3M
Allworth Financial LP 0.66% Add +0.1% 1,165,465 $116.4M
Comerica Bank 0.49% Reduce -4.2% 1,111,264 $116.2M
Corient Private Wealth LP 0.18% Add +11.6% 1,063,874 $111.2M
Nationwide Fund Advisors 9.34% Reduce -0.4% 1,047,541 $109.5M
Farmers & Merchants Investments Inc. 3.45% Add +3.7% 1,037,914 $108.5M
Connecticut Wealth Management, LLC 5.43% Reduce -1.9% 992,066 $103.7M
Assetmark, Inc. 0.28% Reduce -0.8% 970,035 $101.4M
Sequoia Financial Advisors, LLC 0.77% Add +1.5% 949,474 $99.3M
Avantax Advisory Services, Inc. 0.59% Add +1.7% 924,395 $96.7M
Acropolis Investment Management, LLC 5.70% Add +2.1% 918,675 $96.1M
Bessemer Group Inc. 0.17% Add +0.3% 899,151 $94.0M
Focus Partners Wealth 0.23% Reduce -15.2% 881,864 $92.2M
Members Trust Co 3.20% Add +9.2% 878,266 $91.8M
Captrust Financial Advisors 0.23% Add +16.8% 861,169 $90.1M
NorthCoast Asset Management LLC 0.44% Reduce -8.8% 843,652 $88.2M
Moss Adams Wealth Advisors LLC 9.18% Add +6.2% 833,855 $87.2M
Beacon Investment Advisory Services, Inc. 4.06% Add +3.5% 828,954 $86.7M
Ieq Capital, LLC 0.67% Add +45.3% 810,376 $84.7M
Destination Wealth Management 2.63% Add +2.9% 796,785 $83.3M
Janney Montgomery Scott LLC 0.23% Reduce -18.1% 789,955 $82.6M
Accredited Investors Inc. 5.04% Add +0.8% 776,706 $81.2M
Bokf, NA 1.43% Add +0.8% 775,128 $81.1M
Brown Advisory Inc. 0.12% Add +63.4% 774,671 $81.0M
Kestra Advisory Services, LLC 0.39% Reduce -25.7% 772,772 $80.8M
Steele Capital Management, Inc. 4.19% Add +2.1% 769,082 $80.4M
Greenleaf Trust 0.73% Reduce -4.5% 767,755 $80.3M
Cambridge Investment Research Advisors, Inc. 0.27% Add +4.5% 760,037 $79.5M
UMB Bank, n.a. 1.26% Reduce -6.9% 731,174 $76.5M
Horizon Investments, LLC 2.27% Reduce -4.2% 727,331 $76.1M
SigFig Wealth Management, LLC 2.71% Add +2.2% 721,295 $75.0M
Sandy Spring Bank 3.06% Add +2.9% 694,813 $72.7M
Glenview Trust Co 1.39% Add +2.8% 683,704 $71.5M
BLB&B Advisors, LLC 3.58% Reduce -3.7% 672,202 $70.3M
First Interstate Bank 4.16% Add +2.0% 666,516 $69.7M
Dynasty Wealth Management, LLC 1.13% Reduce -9.9% 649,863 $68.0M
Steward Partners Investment Advisory, LLC 0.60% Add +6.0% 646,754 $67.6M
Whittier Trust Co. 0.93% Add +1.9% 636,875 $66.6M
Alberta Investment Management Corp 0.47% Reduce -21.5% 623,281 $65.2M
Ally Financial Inc. 7.25% Add +5.1% 618,000 $64.6M
Teacher Retirement System of Texas 0.27% No change 617,457 $64.6M
RiverFront Investment Group, LLC 1.37% Add +9.5% 586,689 $61.4M
Sigma Investment Counselors Inc. 3.66% Reduce -3.7% 572,994 $59.9M
Private Advisor Group, LLC 0.36% Reduce -45.7% 572,333 $59.8M
Sage Financial Group Inc. 4.82% Add +11.0% 570,963 $59.7M
NewEdge Advisors, LLC 0.35% Reduce -5.1% 570,337 $59.6M
First Business Financial Services, Inc. 5.86% Add +6.8% 569,509 $59.6M
Becker Capital Management Inc. 1.96% Add +0.0% 569,034 $59.5M
Peapack Gladstone Financial Corp. 0.88% Add +0.8% 568,998 $59.5M
CI Investments Inc. 0.25% New 562,253 $58.8M
St. Louis Trust Co 8.47% Reduce -1.9% 559,356 $58.5M
Synovus Financial Corp. 0.75% Add +3.8% 556,585 $58.2M
Full Sail Capital, LLC 3.76% Reduce -0.4% 555,453 $58.1M
Natixis Advisors, LLC 0.11% Add +3.4% 555,115 $58.0M
Klingman & Associates, LLC 3.52% Add +2.3% 549,890 $57.5M
State Street Corp. 0.00% Reduce -50.3% 536,961 $56.2M
Mission Wealth Management, LP 1.40% Add +27.7% 533,338 $55.8M
HB Wealth Management, LLC 0.47% Add +226.7% 532,063 $55.6M
Quotient Wealth Partners, LLC 1.78% Add +7.4% 531,601 $55.6M
Tiaa Trust, National Association 0.17% Add +1.3% 523,983 $54.8M
Clearstead Advisors, LLC 0.84% Add +4.8% 518,532 $54.2M
Calamos Wealth Management LLC 2.74% Add +21.3% 518,203 $54.2M
Vicus Capital 4.97% Add +1.2% 510,754 $53.4M
Financial Advisors, LLC 10.49% Add +1.1% 508,626 $53.2M
Legacy Wealth Management, LLC 3.46% Add +1.7% 496,080 $51.9M
Bangor Savings Bank 4.84% Add +0.1% 490,271 $51.3M
One Day In July LLC 5.13% Reduce -1.2% 489,958 $51.2M
&partners 0.54% Add +9.0% 493,366 $51.2M
Thrivent Financial for Lutherans 0.12% Reduce -21.7% 437,516 $51.2M
Equitable Holdings, Inc. 0.48% Reduce -10.0% 488,333 $51.1M
First National Trust Co 1.99% Reduce -3.6% 472,896 $49.5M
Envestnet Portfolio Solutions, Inc. 0.19% Reduce -7.5% 470,643 $49.2M
Wealth Architects, LLC 5.42% Reduce -1.2% 470,205 $49.2M
Stratos Wealth Partners, LTD. 0.76% Reduce -14.0% 469,042 $49.0M
Alliancebernstein L.P. 0.02% Add +5.7% 467,280 $48.9M
Brown Brothers Harriman & Co. 0.34% Add +2.7% 463,294 $48.4M
Fiduciary Trust Co 0.63% Add +0.7% 459,952 $48.1M
Mercer Global Advisors Inc. 0.11% Add +9.4% 462,012 $47.8M
SPX Gestao de Recursos Ltda 6.15% Reduce -12.4% 454,866 $47.6M
Choate Investment Advisors 1.18% Add +3.0% 454,381 $47.5M
Bank of Nova Scotia 0.11% No change 452,600 $47.3M
Cahaba Wealth Management, Inc. 3.90% Add +4.0% 450,283 $47.1M
Sanctuary Advisors, LLC 0.33% Add +4.4% 443,622 $46.4M
Alaska Permanent Capital Management, LLC 3.86% Reduce -21.3% 438,069 $45.8M
Bartlett & Co. Wealth Management LLC 0.67% Add +7.5% 437,547 $45.8M
CW Advisors, LLC 0.55% Add +10.0% 435,096 $45.6M
Voya Investment Management LLC 0.06% Reduce -21.9% 415,303 $43.4M
HCR Wealth Advisors 5.57% Add +6.6% 409,410 $42.8M
RKL Wealth Management LLC 4.01% Add +4.8% 407,010 $42.6M
Northwest Quadrant Wealth Management, LLC 9.96% Reduce -8.4% 406,031 $42.5M
Atlanta Consulting Group Advisors, LLC 12.18% Add +113.2% 398,913 $41.7M
United Bank 5.26% Add +1.9% 395,480 $41.4M
Conning Inc. 1.52% Add +0.3% 395,038 $41.3M
Arrow Financial Corp 4.49% Reduce -0.2% 383,938 $40.1M
Rebalance, LLC 2.93% Add +0.4% 380,840 $39.8M
Arcataur Capital Management LLC 13.44% Add +6.2% 377,067 $39.4M
Atria Wealth Solutions, Inc. 0.47% Reduce -11.4% 376,554 $39.4M
Abound Wealth Management 13.06% Add +6.7% 374,191 $39.1M
Flputnam Investment Management Co. 0.73% Reduce -5.4% 373,971 $39.1M
Chesley Taft & Associates LLC 1.88% Reduce -1.5% 371,464 $38.8M
SilverOak Wealth Management LLC 8.35% Add +5.8% 369,132 $38.6M
Opus Capital Group, LLC 4.91% Add +0.5% 364,596 $38.1M
Principal Securities, Inc. 0.85% Add +0.2% 328,164 $37.8M
Graypoint LLC 2.34% Add +0.7% 358,399 $37.5M
New York Life Investment Management LLC 0.38% Add +8.9% 354,474 $37.1M
Fifth Third Wealth Advisors LLC 1.92% Add +16.3% 354,013 $37.0M
Valmark Advisers, Inc. 0.56% Reduce -1.2% 352,692 $36.9M
Ally Invest Advisors Inc. 3.14% Add +2.6% 350,496 $36.7M
Ballentine Partners, LLC 0.64% Reduce -0.6% 350,447 $36.6M
Axxcess Wealth Management, LLC 1.00% Reduce -0.4% 348,851 $36.5M
Frontier Asset Management, LLC 10.55% Add +1.9% 347,704 $36.4M
Cape Cod Five Cents Savings Bank 3.31% No change 309,086 $36.2M
Pine Ridge Advisers LLC 3.09% Add +27.7% 345,171 $36.1M
Capital Asset Advisory Services LLC 1.83% Add +1.4% 338,486 $36.0M
Fulton Breakefield Broenniman LLC 2.59% Add +1.8% 343,425 $35.9M
Johnson Investment Counsel Inc. 0.35% Add +4.1% 342,669 $35.8M
Stockman Wealth Management, Inc. 5.30% Reduce -25.0% 342,339 $35.8M
Nan Shan Life Insurance Co., Ltd. 0.84% Add +11.7% 342,089 $35.8M
Marcum Wealth, LLC 3.08% Add +9.6% 340,953 $35.7M
Painted Porch Advisors LLC 14.61% Add +12.7% 333,824 $34.9M
Voya Financial Advisors, Inc. 3.85% Reduce -7.3% 335,460 $34.9M
Planning Alternatives Ltd. 5.34% Add +8.0% 333,141 $34.8M
Maple Capital Management, Inc. 2.68% Add +7.1% 331,234 $34.6M
Amplius Wealth Advisors, LLC 3.57% Add +16.1% 328,504 $34.4M
Vision Capital Management, Inc. 4.90% Add +30.6% 325,236 $34.0M
Quadrant Capital Group LLC 1.26% Add +9.8% 324,621 $33.9M
Citadel Advisors 0.03% Add +2411.4% 323,220 $33.8M
Elk River Wealth Management LLC 6.31% Add +4.8% 322,392 $33.7M
Albion Financial Group 2.38% Reduce -1.4% 322,209 $33.7M
Blair William & Co. 0.10% Reduce -0.7% 322,023 $33.7M
Lazard Asset Management LLC 0.06% Reduce -4.3% 321,504 $33.6M
Oppenheimer & Co. Inc. 0.51% Add +7.4% 320,912 $33.6M
NewEdge Wealth, LLC 0.60% Reduce -5.9% 315,055 $32.9M
Trilogy Capital Inc. 1.71% Add +300.5% 311,346 $32.6M
Grove Bank & Trust 4.34% Add +12.1% 310,812 $32.5M
JFS Wealth Advisors, LLC 2.19% Add +0.9% 309,818 $32.4M
MCF Advisors LLC 2.33% Add +4.4% 309,098 $32.3M
First Financial Bank - Trust Division 3.12% Add +14.9% 307,792 $32.2M
Magnus Financial Group LLC 3.11% Reduce -1.6% 306,106 $32.0M
Colony Family Offices, LLC 9.93% Reduce -4.4% 304,430 $31.8M
Fiera Capital Corp 0.11% Reduce -15.0% 302,491 $31.6M
Obsidian Cio, LLC 5.08% Add +6.4% 299,044 $31.3M
Advisory Services Network, LLC 0.60% Reduce -0.5% 296,825 $31.0M
IFG Advisors, LLC 5.88% Add +31.8% 291,959 $30.5M
Fi3 FINANCIAL ADVISORS, LLC 12.17% Reduce -7.4% 286,641 $30.0M
Principle Wealth Partners LLC 2.13% Add +2.8% 285,183 $29.8M
Graves Light Lenhart Wealth, Inc. 3.64% Add +1.7% 283,301 $29.6M
Hudock, Inc. 5.17% Add +0.9% 282,481 $29.5M
Lido Advisors, LLC 0.17% Reduce -2.7% 279,803 $29.3M
RTD Financial Advisors, Inc. 3.87% Add +0.1% 275,595 $28.8M
Farther Finance Advisors, LLC 0.73% Add +14.0% 272,607 $28.6M
Shoker Investment Counsel, Inc. 9.59% Add +0.7% 271,554 $28.4M
Wallington Asset Management, LLC 4.08% Add +0.6% 271,228 $28.4M
Financial Counselors Inc. 0.43% Reduce -0.6% 270,294 $28.3M
D.A. Davidson & Co. 0.23% Add +2.7% 270,007 $28.2M
MassMutual Private Wealth & Trust, FSB 0.81% Add +16.4% 267,598 $28.0M
Birch Hill Investment Advisors LLC 1.33% Add +1.1% 267,253 $27.9M
Savant Capital, LLC 0.24% Reduce -18.0% 265,494 $27.8M
Pinnacle Associates Ltd. 0.40% Reduce -1.4% 262,558 $27.5M
Capital Investment Advisors, LLC 0.53% Reduce -0.9% 260,418 $27.2M
Catalyst Financial Partners LLC 4.95% Add +2.1% 257,146 $26.9M
Ashton Thomas Private Wealth, LLC 1.01% Reduce -3.8% 252,887 $26.4M
Trustees of Dartmouth College 7.40% New 250,000 $26.1M
Healthcare of Ontario Pension Plan Trust Fund 0.06% No change 250,000 $26.1M
First Merchants Corp. 1.04% Reduce -11.3% 249,166 $26.1M
Squarepoint Ops LLC 0.06% New 248,884 $26.0M
Avidian Wealth Enterprises, LLC 1.16% Reduce -10.0% 248,727 $26.0M
Resonant Capital Advisors, LLC 1.81% Add +2.7% 248,235 $26.0M
Headinvest, LLC 5.04% Reduce -1.3% 247,737 $25.9M
Single Point Partners, LLC 6.07% Add +3.3% 247,337 $25.9M
Conservest Capital Advisors, Inc. 2.71% Add +34.7% 246,774 $25.8M
Sunflower Bank, N.A. 7.21% Add +1.2% 245,854 $25.7M
Oakworth Capital, Inc. 1.78% Reduce -72.6% 245,005 $25.6M
Prime Capital Investment Advisors, LLC 0.30% Add +52.9% 244,803 $25.6M
MBL Wealth, LLC 2.59% Add +0.0% 244,002 $25.5M
SCS Capital Management LLC 0.32% New 243,852 $25.5M
First Financial Bankshares Inc 0.55% Reduce -0.0% 241,781 $25.3M
Verum Partners LLC 6.79% Add +85.7% 240,612 $25.2M
Bar Harbor Wealth Management 1.62% Add +2.5% 234,503 $24.5M
Qube Research & Technologies Ltd 0.04% New 232,567 $24.3M
Cwm, LLC 0.10% Reduce -39.3% 231,975 $24.3M
Private Wealth Asset Management, LLC 3.48% — 231,662 $24.2M
Cim Investment Management Inc. 5.53% Add +101.6% 220,346 $24.2M
Whittier Trust Co. of Nevada Inc. 0.60% Add +1.8% 229,008 $23.9M
Baron Wealth Management LLC 10.52% Reduce -0.8% 228,959 $23.9M
Horan Securities, Inc. 9.05% Add +3.3% 228,761 $23.9M
Victory Capital Management Inc. 0.02% No change 227,577 $23.8M
World Investment Advisors 0.61% Reduce -0.4% 225,894 $23.6M
RMR Wealth Builders 2.48% Add +11.7% 225,726 $23.6M
Journey Advisory Group, LLC 1.93% Reduce -10.8% 224,818 $23.5M
Mangrove Partners Im, LLC 2.69% No change 223,300 $23.4M
Hancock Whitney Corp. 0.76% Reduce -0.4% 222,704 $23.3M
Round Rock Advisors LLC 4.27% Add +8.8% 220,367 $23.0M
Cedar Mountain Advisors, LLC 5.15% Add +1.2% 220,011 $23.0M
Lowe Brockenbrough & Co. Inc. 1.50% Add +2.9% 217,514 $22.7M
Legacy Advisors, LLC 2.32% Add +5.4% 215,758 $22.6M
Madison Wealth Partners, Inc 5.57% Add +314.4% 215,704 $22.6M
Madison Asset Management, LLC 0.25% Add +18.4% 214,597 $22.4M
Capital Advisors Inc. 0.45% Add +75.0% 213,836 $22.4M
West Paces Advisors Inc. 5.09% Reduce -5.5% 213,576 $22.3M
Summit Financial Strategies, Inc. 2.23% Add +7.1% 211,537 $22.1M
Rehmann Capital Advisory Group 1.39% Add +7.8% 211,205 $22.1M
Fusion Family Wealth, LLC 2.01% Add +25.8% 209,339 $21.9M
Smith, Moore & Co. 2.02% Add +1.8% 209,058 $21.9M
Founders Financial Securities LLC 1.85% Reduce -21.6% 217,594 $21.8M
Heck Capital Advisors, LLC 2.45% Reduce -15.0% 208,319 $21.8M
1ST Source Bank 1.28% Reduce -1.1% 207,287 $21.7M
Harbour Trust & Investment Management Co 2.62% Reduce -13.1% 207,176 $21.7M
YHB Investment Advisors, Inc. 1.80% Add +0.1% 206,591 $21.6M
CJM Wealth Advisers, Ltd. 7.56% Add +0.7% 204,741 $21.4M
Truefg, LLC 7.00% Add +7.7% 203,342 $21.3M
Kelman-Lazarov, Inc. 3.84% Add +4.0% 202,327 $21.2M
Constellation Investments, Inc. 1.00% Add +34.7% 202,000 $21.1M
Alaska Wealth Advisors, LLC 3.29% Reduce -16.4% 200,982 $21.0M
Wealthcare Advisory Partners LLC 0.56% Reduce -22.6% 200,811 $21.0M
ESL Trust Services, LLC 4.73% Reduce -0.4% 200,483 $21.0M
Granite Bay Wealth Management, LLC 7.26% Add +10.4% 199,843 $20.9M
Capital Analysts, LLC 0.78% Add +3.8% 199,248 $20.8M
O'Dell Group, LLC 5.39% Add +0.5% 199,000 $20.8M
Willis Johnson & Associates, Inc. 1.57% Add +0.8% 198,215 $20.7M
Simmons Bank 1.56% Add +1.1% 197,916 $20.7M
Empower Advisory Group, LLC 0.07% Add +289.4% 197,868 $20.7M
Northeast Financial Consultants Inc 0.91% Reduce -10.8% 196,975 $20.6M
Pittenger & Anderson Inc. 0.75% Reduce -3.6% 196,271 $20.5M
Sagespring Wealth Partners, LLC 0.52% Reduce -40.0% 196,019 $20.5M
Proathlete Wealth Management LLC 7.46% Add +6.7% 195,698 $20.5M
Harbor Group, Inc. 4.06% Reduce -6.5% 194,339 $20.3M
Galvin, Gaustad & Stein, LLC 1.84% Reduce -5.7% 193,789 $20.3M
Citizens Financial Group Inc. 0.40% Add +0.8% 192,827 $20.2M
Trifecta Capital Advisors, LLC 4.22% Add +7.9% 192,585 $20.1M
EP Wealth Advisors, LLC 0.16% Reduce -1.8% 192,125 $20.1M
Jane Street Group, LLC 0.04% Add +8214.9% 191,741 $20.1M
Navalign, LLC 5.70% Add +3.6% 191,341 $20.0M
Perigon Wealth Management, LLC 0.51% Add +1.2% 190,707 $19.9M
FFT Wealth Management LLC 4.16% Add +36.5% 190,257 $19.9M
Lebenthal Global Advisors, LLC 3.71% Reduce -22.2% 189,522 $19.8M
Trust Co. of Vermont 0.99% Add +6.4% 189,490 $19.8M
King Wealth Management Group 3.00% Add +1.2% 189,130 $19.8M
FORM Wealth Advisors, LLC 2.66% — 187,449 $19.6M
Lutz Financial Services LLC 1.60% Reduce -0.2% 186,663 $19.5M
Gladstone Institutional Advisory LLC 0.91% Add +7.5% 186,444 $19.5M
XML Financial, LLC 1.81% Add +20.2% 185,802 $19.4M
Pinnacle Financial Partners Inc 0.39% Add +3.7% 185,375 $19.4M
MainStreet Investment Advisors LLC 2.82% Reduce -3.8% 185,048 $19.4M
Cornerstone Advisory, LLC 2.26% Reduce -9.5% 190,235 $19.3M
Crescent Grove Advisors, LLC 2.01% Reduce -1.2% 184,257 $19.3M
CoreCap Advisors, LLC 0.85% Add +44.3% 183,988 $19.2M
Roth Financial Partners LLC 7.58% Add +1.9% 183,606 $19.2M
Sigma Planning Corp 0.61% Reduce -8.6% 182,659 $19.1M
HSBC Holdings PLC 0.01% Add +95.3% 182,580 $19.1M
Oakwell Private Wealth Management, LLC 5.25% Add +5.4% 181,837 $19.0M
BOK Financial Private Wealth, Inc. 1.41% Reduce -11.0% 179,275 $18.7M
Apollon Wealth Management, LLC 0.41% Reduce -0.8% 178,377 $18.7M
Bleakley Financial Group, LLC 0.60% Add +1.1% 177,750 $18.6M
SouthState Bank Corp 0.85% Add +173.5% 177,503 $18.6M
Sageworth Trust Co 1.15% Reduce -0.8% 176,972 $18.5M
Curi Capital, LLC 0.45% Reduce -28.0% 175,859 $18.4M
Iowa State Bank 3.90% Add +41.8% 175,496 $18.4M
Integrated Wealth Concepts LLC 0.21% Add +2.0% 175,265 $18.3M
Smithfield Trust Co 0.91% Add +3.8% 174,030 $18.2M
Pinnacle Wealth Management Advisory Group, LLC 1.69% Reduce -2.3% 173,049 $18.1M
Summit Asset Management, LLC 3.12% Add +1.2% 172,358 $18.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.34% Reduce -39.5% 172,256 $18.0M
Enzi Wealth 7.29% Add +10.0% 180,295 $18.0M
Lockheed Martin Investment Management Co. 0.73% No change 172,100 $18.0M
Yousif Capital Management, LLC 0.21% Add +4.0% 171,822 $18.0M
CWS Financial Advisors, LLC 5.67% Add +2.7% 171,646 $17.9M
Evergreen Advisors, LLC 4.94% Reduce -1.0% 170,182 $17.8M
Twele Capital Management, Inc. 3.75% Reduce -0.1% 169,079 $17.7M
PKS Advisory Services, LLC 4.83% Add +0.7% 168,911 $17.7M
Baron Silver Stevens Financial Advisors, LLC 3.08% Reduce -2.2% 168,358 $17.6M
Valley Forge Investment Consultants Inc. Adv 6.23% Add +1.3% 167,400 $17.5M
Journey Strategic Wealth LLC 0.61% Add +12.9% 166,784 $17.4M
New England Professional Planning Group Inc. 8.67% Add +4.3% 166,476 $17.4M
EFG Asset Management (Americas) Corp. 3.50% Reduce -3.9% 165,395 $17.3M
Ritter Daniher Financial Advisory LLC / DE 4.71% Reduce -2.0% 165,068 $17.3M
Goelzer Investment Management, Inc. 1.00% Reduce -0.1% 164,803 $17.2M
Mackenzie Financial Corp. 0.02% Add +5.2% 161,390 $16.9M
Fort Henry Capital, LLC 12.10% Add +0.1% 161,087 $16.8M
OneDigital Investment Advisors LLC 0.20% Reduce -7.1% 160,760 $16.8M
Legacy Financial Strategies, LLC 3.66% Add +3.3% 160,719 $16.8M
WASHINGTON TRUST Co 0.64% Reduce -0.6% 160,492 $16.8M
McKinley Carter Wealth Services, Inc. 1.03% Add +0.7% 160,411 $16.8M
FineMark National Bank & Trust 0.61% Reduce -4.1% 160,183 $16.8M
Hilltop Wealth Advisors, LLC 9.42% Add +6.0% 159,492 $16.7M
Ameritas Advisory Services, LLC 0.67% Reduce -11.1% 149,848 $16.7M
jvl associates llc 6.71% Reduce -0.1% 159,082 $16.6M
Cambridge Capital Management, LLC 10.51% Add +4.6% 158,940 $16.6M
Argent Trust Co 0.68% Reduce -0.4% 158,366 $16.6M
Cutler Investment Counsel LLC 1.98% Add +28.4% 157,258 $16.4M
Montag A & Associates Inc. 0.82% Reduce -7.6% 156,917 $16.4M
Summit Financial Wealth Advisors, LLC 3.25% Add +0.1% 156,416 $16.4M
M Holdings Securities, Inc. 2.72% Add +4.1% 156,225 $16.3M
Transamerica Financial Advisors, LLC 1.66% Add +5.4% 155,866 $16.3M
Mullooly Asset Management, Inc. 7.31% — 154,128 $16.1M
Wealthspire Retirement, LLC 1.28% Add +27.6% 154,060 $16.1M
Bristlecone Advisors, LLC 1.30% Add +2.6% 152,363 $15.9M
Bank of Stockton 5.08% Reduce -2.6% 152,337 $15.9M
CIBC Private Wealth Group LLC 0.03% Reduce -9.3% 174,834 $15.8M
Whitcomb & Hess, Inc. 4.79% Add +2.3% 151,271 $15.8M
Beacon Pointe Advisors, LLC 0.18% Reduce -1.3% 150,451 $15.7M
TD Private Client Wealth LLC 0.43% Add +0.6% 150,279 $15.7M
Asio Capital, LLC 3.03% Reduce -20.3% 150,063 $15.7M
Ironwood Wealth Management, Inc. 8.17% Add +14.3% 166,385 $15.7M
Courier Capital LLC 1.02% Add +34.0% 149,670 $15.7M
Financial Management Network Inc. 3.51% Add +34.4% 167,321 $15.6M
Wellspring Financial Advisors, LLC 1.73% Reduce -3.0% 515,527 $15.6M
GFS Advisors, LLC 3.12% Add +16.1% 148,730 $15.6M
Chicago Partners Investment Group LLC 0.52% Add +6.8% 152,684 $15.5M
Verus Capital Partners, LLC 1.55% Add +0.4% 148,359 $15.5M
NewSquare Capital LLC 1.26% Add +2.6% 151,193 $15.5M
Paradigm, Strategies in Wealth Management, LLC 10.33% Reduce -1.3% 146,486 $15.3M
Apexium Financial, LP 0.90% Reduce -2.3% 144,797 $15.1M
Capital Advantage, Inc. 2.76% No change 131,339 $15.1M
Human Investing LLC 2.65% Add +4.9% 143,825 $15.0M
LBMC Investment Advisors, LLC 1.17% Reduce -6.7% 143,551 $15.0M
Allspring Global Investments Holdings, LLC 0.03% Add +0.4% 143,181 $15.0M
Litman Gregory Wealth Management LLC 1.29% Reduce -36.6% 143,361 $15.0M
Wilmington Savings Fund Society, FSB 0.28% Add +5.0% 142,740 $14.9M
Flagstar Securities, Inc. 3.81% Reduce -0.6% 142,627 $14.9M
Forvis Mazars Wealth Advisors, LLC 0.35% Reduce -1.4% 140,873 $14.7M
Segall Bryant & Hamill, LLC 0.23% Add +31.8% 140,719 $14.7M
Fiducient Advisors LLC 1.84% Add +6.3% 140,601 $14.7M
Heritage Investment Group, Inc. 2.76% Add +7.1% 140,399 $14.7M
LGL Partners, LLC 7.05% Reduce -8.3% 139,808 $14.6M
Bell Bank 0.78% New 138,411 $14.5M
Guidance Point Advisors, LLC 4.27% Reduce -1.9% 138,181 $14.5M
Lodestar Private Asset Management LLC 1.80% Add +3.0% 136,754 $14.3M
Exchange Traded Concepts, LLC 0.25% Add +24.0% 136,398 $14.3M
Encompass Wealth Advisors, LLC 5.80% Add +3.3% 136,271 $14.2M
BNP Paribas Financial Markets 0.01% Add +0.3% 136,059 $14.2M
Orion Porfolio Solutions, LLC 0.14% Add +1.9% 135,274 $14.1M
Orion Portfolio Solutions, LLC 0.14% Add +1.9% 135,274 $14.1M
State of Tennessee, Department of Treasury 0.05% New 135,161 $14.1M
Southern Capital Advisors, LLC 7.83% Add +18.2% 134,967 $14.1M
Cary Street Partners Financial LLC 0.44% Add +10.4% 134,798 $14.1M
ProVise Management Group, LLC 1.19% Add +0.4% 134,409 $14.1M
Principal Financial Group Inc. 0.01% Reduce -14.0% 134,043 $14.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.43% Reduce -1.8% 133,707 $14.0M
LTG Capital LLC 12.72% Add +0.7% 133,401 $13.9M
Dimension Capital Management LLC 2.47% Add +14.9% 133,287 $13.9M
Hardy Reed LLC 1.22% Add +0.1% 132,434 $13.8M
Francis Financial, Inc. 3.34% Add +4.5% 131,209 $13.7M
Manufacturers Life Insurance Company, The 0.01% Add +3.1% 130,666 $13.7M
FSM Wealth Advisors, LLC 3.06% Add +1.6% 129,944 $13.6M
Obsidian Personal Planning Solutions LLC 6.06% Add +3.3% 135,615 $13.6M
Buffington Mohr McNeal 2.67% Add +4333.7% 129,642 $13.6M
Centerpoint Advisors, LLC 4.98% Add +6.6% 128,978 $13.5M
Marino, Stram & Associates LLC 2.99% Reduce -2.3% 128,687 $13.5M
Burling Wealth Partners, LLC 2.83% Reduce -2.3% 128,665 $13.5M
Dakota Wealth Management 0.31% Reduce -5.4% 128,491 $13.4M
Equitable Trust Co. 0.74% Add +5.2% 128,447 $13.4M
Proffitt & Goodson Inc. 2.21% Reduce -15.9% 128,133 $13.4M
Arkos Global Advisors 1.95% Add +2.7% 127,048 $13.3M
Venture Visionary Partners LLC 0.56% Reduce -1.2% 126,786 $13.3M
Concurrent Investment Advisors, LLC 0.32% Reduce -16.5% 126,092 $13.2M
Victory Financial Group, LLC 2.52% Add +152.2% 126,538 $13.1M
Bailard, Inc. 0.34% Add +2.0% 125,231 $13.1M
Arkadios Wealth Advisors 0.49% Add +74.2% 124,856 $13.1M
Fiduciary Alliance LLC 1.28% Add +6.1% 124,443 $13.0M
Nottingham Advisors, Inc. 1.99% Reduce -23.7% 124,234 $13.0M
Meridian Management Co. 4.02% Reduce -11.6% 124,102 $13.0M
First Bank & Trust 2.51% Add +8.2% 124,093 $13.0M
St Germain D J Co. Inc. 0.61% Reduce -1.6% 123,811 $12.9M
Regal Investment Advisors LLC 1.04% Add +1.0% 122,998 $12.9M
Laurel Wealth Advisors LLC 2.00% Reduce -1.8% 122,089 $12.8M
Ancora Advisors LLC 0.28% Reduce -0.6% 122,062 $12.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.94% Add +2.3% 121,475 $12.7M
Morris Financial Concepts, Inc. 5.31% Add +1.4% 120,937 $12.6M
Keener Financial Planning LLC 8.21% Reduce -4.7% 120,812 $12.6M
Fairway Wealth LLC 4.63% Add +19.8% 119,741 $12.5M
Oppenheimer Asset Management Inc. 0.15% Reduce -1.9% 119,068 $12.5M
Traynor Capital Management, Inc. 1.05% Reduce -5.0% 119,041 $12.4M
Dynamic Advisor Solutions LLC 0.41% Reduce -3.9% 118,687 $12.4M
Neumann Capital Management, LLC 4.28% Reduce -0.5% 118,384 $12.4M
Rwa Wealth Partners, LLC 0.16% Reduce -34.2% 118,216 $12.4M
Ironwood Wealth Management, LLC. 3.79% Add +3.2% 118,209 $12.4M
Omega Financial Group, LLC 4.73% Reduce -0.3% 117,732 $12.3M
Investment Advisory Group, LLC 4.12% Add +0.9% 117,693 $12.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +7.8% 117,000 $12.2M
Community Bank, N.A. 1.63% Reduce -0.0% 116,201 $12.2M
Richard W. Paul & Associates, LLC 4.75% Add +0.9% 115,819 $12.1M
Corecam Pte. Ltd. 6.65% Add +1.3% 115,800 $12.1M
Money Concepts Capital Corp. 0.91% Add +3.4% 115,755 $12.1M
JNBA Financial Advisors 1.25% Reduce -1.5% 114,860 $12.0M
Crewe Advisors LLC 1.68% Add +10.9% 114,402 $12.0M
Embree Financial Group 1.99% Reduce -8.1% 113,604 $11.9M
John W. Brooker & Co., CPAs 4.91% Reduce -0.8% 113,553 $11.9M
Vishria Bird Financial Group, LLC 4.03% Reduce -2.1% 113,409 $11.9M
Evergreen Capital Management LLC 0.40% Add +5.0% 112,749 $11.8M
Houlihan Financial Resource Group, Ltd. 5.27% Reduce -3.1% 112,155 $11.7M
Waverly Advisors, LLC 0.14% Add +59.5% 111,890 $11.7M
Liquid Strategies, LLC 2.20% Add +15.0% 111,796 $11.7M
First Citizens Bank & Trust Co. 0.29% Reduce -3.2% 111,102 $11.6M
Kestra Private Wealth Services, LLC 0.19% Add +4.5% 110,893 $11.6M
Common Fund for Nonprofit Organizations 1.28% Add +0.3% 110,495 $11.6M
Pathway Financial Advisors LLC 2.07% Add +29.6% 109,794 $11.5M
Ironwood Financial, llc 2.45% Add +0.3% 109,294 $11.4M
Norris Perne & French LLP 0.86% Reduce -0.3% 109,092 $11.4M
Aptus Capital Advisors, LLC 0.13% Add +32.5% 108,775 $11.4M
Public Sector Pension Investment Board 0.05% Reduce -58.0% 107,841 $11.3M
Patriot Financial Group Insurance Agency, LLC 1.49% Add +32.7% 106,534 $11.1M
Sprinkle Financial Consultants LLC 7.01% Add +9.9% 105,709 $11.1M
Salomon & Ludwin, LLC 1.18% Reduce -1.2% 105,696 $11.1M
Econ Financial Services Corp 5.88% Add +38.9% 105,555 $11.0M
Titleist Asset Management, LLC 1.28% Add +77.3% 105,420 $11.0M
Peninsula Asset Management Inc. 6.08% Reduce -1.9% 104,782 $11.0M
Cranbrook Wealth Management, LLC 2.54% Add +4.1% 104,649 $10.9M
Banco Santander, S.A. 0.12% Reduce -9.2% 104,433 $10.9M
McGuire Investment Group, LLC 1.62% Add +2.3% 104,044 $10.9M
Nestegg Advisors, Inc. 11.55% Reduce -1.2% 103,948 $10.9M
Prudential Financial Inc. 0.02% Add +9.1% 102,910 $10.8M
Sapient Capital LLC 0.21% Add +10.7% 102,296 $10.7M
Belpointe Asset Management LLC 0.56% Add +702.2% 102,251 $10.7M
Tortoise Investment Management, LLC 1.11% Add +8.1% 102,015 $10.7M
Evermay Wealth Management LLC 1.39% Reduce -3.4% 101,231 $10.6M
Tarbox Family Office, Inc. 1.75% Add +1.4% 100,860 $10.5M
First Horizon Advisors, Inc. 0.30% Add +0.1% 100,765 $10.5M
Vantage Financial Partners, LLC 2.61% Add +0.0% 100,552 $10.5M
Legal & General Group Plc 0.00% Reduce -72.2% 99,891 $10.4M
Crestwood Advisors Group, LLC 0.20% Reduce -8.6% 99,535 $10.4M
Schneider Downs Wealth Management Advisors, LP 1.88% Add +18.4% 99,406 $10.4M
Blue Square Asset Management, LLC 5.57% Reduce -26.6% 99,011 $10.4M
Palisades Hudson Asset Management, L.P. 4.70% Reduce -5.0% 98,921 $10.3M
Towercrest Capital Management 1.96% Reduce -24.7% 98,803 $10.3M
Fiduciary Group, LLC 1.03% Reduce -2.0% 98,551 $10.3M
Welch & Forbes LLC 0.13% Add +84.0% 98,450 $10.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +6.0% 98,426 $10.3M
Marietta Wealth Management, LLC 1.50% Reduce -34.7% 97,609 $10.2M
Merit Financial Group, LLC 0.15% Reduce -1.7% 97,439 $10.2M
Global Strategic Investment Solutions, LLC 1.18% Reduce -0.3% 97,409 $10.2M
Long Run Wealth Advisors, LLC 2.31% Add +11.6% 97,370 $10.2M
Choreo, LLC 0.16% Add +1.5% 97,320 $10.2M
Inlight Wealth Management, LLC 6.30% Add +4.8% 123,370 $10.2M
Gotham Asset Management 0.08% Add +24.9% 97,216 $10.2M
Global Wealth Management, LLC 5.86% Reduce -3.5% 97,113 $10.2M
Plan Group Financial, LLC 3.62% Add +40.1% 97,056 $10.1M
Mgo One Seven LLC 0.39% Reduce -0.6% 96,803 $10.1M
Evernest Financial Advisors, LLC 3.62% Reduce -3.8% 96,527 $10.1M
Asset Allocation Strategies LLC 2.50% Reduce -10.2% 96,226 $10.1M
Sax Wealth Advisors, LLC 0.72% Reduce -5.0% 96,132 $10.1M
Cahill Wealth Management, LLC 5.10% Add +2.3% 95,897 $10.0M
Great Valley Advisor Group, Inc. 0.22% Reduce -5.8% 95,748 $10.0M
PACK Private Wealth, LLC 5.95% Add +0.6% 95,663 $10.0M
Harbour Investments, Inc. 0.29% Add +3.3% 95,360 $10.0M
Parallel Advisors, LLC 0.22% Add +21.7% 95,057 $9.9M
Fortis Capital Advisors, LLC 2.02% Add +2606.3% 95,019 $9.9M
CFO4Life Group, LLC 1.67% Add +0.7% 94,804 $9.9M
Waterway Wealth Management, LLC 4.12% Reduce -3.5% 94,657 $9.9M
Operose Advisors LLC 3.27% Add +4.8% 94,526 $9.9M
IFG Advisory, LLC 0.55% Add +2.6% 94,155 $9.8M
Fifth Third Securities, Inc. 0.83% Add +4.2% 94,125 $9.8M
Okabena Investment Services Inc. 2.46% Add +7.3% 93,312 $9.8M
Condor Capital Management 0.90% Add +2.0% 92,656 $9.7M
TFO Wealth Partners, LLC 1.92% New 92,655 $9.7M
Pettinga Financial Advisors LLC 2.27% Reduce -1.5% 92,128 $9.6M
Bryant Woods Investment Advisors, LLC 4.61% Reduce -7.7% 91,715 $9.6M
Exchange Capital Management, Inc. 1.55% Reduce -3.1% 91,442 $9.6M
Heron Bay Capital Management 2.01% Reduce -0.0% 91,440 $9.6M
Councilor Wealth, LLC 4.74% Reduce -5.2% 90,802 $9.5M
Caldwell Trust Co 1.02% Add +5.7% 90,720 $9.5M
LVW Advisors, LLC 1.14% Add +22.9% 90,639 $9.5M
IFP Advisors, Inc 0.29% Add +9.8% 90,304 $9.4M
Baltimore-Washington Financial Advisors, Inc. 0.51% Add +0.9% 90,202 $9.4M
KFA Private Wealth Group, LLC 3.30% Add +57.1% 90,054 $9.4M
Shulman DeMeo Asset Management LLC 2.64% Reduce -0.7% 89,777 $9.4M
Pachira Investments Inc. 6.57% Reduce -0.9% 89,886 $9.3M
Bright Financial Advisors, Inc. 5.72% Add +4.2% 89,109 $9.3M
Per Stirling Capital Management, LLC. 1.34% Reduce -4.4% 88,902 $9.3M
Capital Group Private Client Services, Inc. 0.09% Add +209.3% 88,721 $9.3M
Bank of Hawaii 0.53% No change 88,415 $9.2M
Brookstone Capital Management 0.13% Reduce -5.6% 88,294 $9.2M
eCIO, Inc. 3.65% — 87,087 $9.1M
Topel & Distasi Wealth Management, LLC 4.24% Add +0.7% 86,783 $9.1M
Fidelis Capital Partners, LLC 0.96% Add +19.1% 90,366 $9.0M
JT Stratford LLC 1.60% Add +0.8% 85,910 $9.0M
Clifford Swan Investment Counsel LLC 0.33% Add +3.1% 85,893 $9.0M
Kingsview Wealth Management, LLC 0.17% Add +2.0% 85,623 $9.0M
HighMark Wealth Management LLC 5.27% Add +0.4% 85,269 $8.9M
Nations Financial Group Inc, /Ia/ 0.68% Reduce -15.3% 85,010 $8.9M
Hudson Capital Management LLC 2.80% Add +38.3% 84,897 $8.9M
Burke & Herbert Bank & Trust Co. 2.13% Add +0.5% 84,621 $8.8M
SoundView Advisors Inc. 3.60% Reduce -3.7% 83,547 $8.7M
Retirement Systems of Alabama 0.03% No change 83,530 $8.7M
Panoramic Capital Partners, LLC 8.99% Add +14.9% 96,352 $8.7M
Serenus Wealth Advisors, LLC 1.44% Add +22.4% 83,178 $8.7M
Strategic Blueprint, LLC 0.47% Add +72.8% 83,157 $8.7M
Texas Yale Capital Corp. 0.36% Reduce -0.4% 82,758 $8.7M
Frisch Financial Group, Inc. 2.43% Reduce -0.0% 82,704 $8.6M
IMA Advisory Services, Inc. 1.02% Add +20.0% 82,189 $8.6M
Partnership Wealth Management, LLC 7.18% Add +0.7% 80,909 $8.5M
4Thought Financial Group Inc. 5.19% Add +1.1% 80,330 $8.4M
Smith Chas P & Associates Pa Cpas 0.49% Reduce -3.0% 80,245 $8.4M
Syon Capital LLC 0.68% Add +24.6% 79,622 $8.3M
Sylvest Advisors, LLC 5.20% Add +5.1% 79,602 $8.3M
Matrix Private Capital Group LLC 4.97% Reduce -1.2% 79,411 $8.3M
Ellis Investment Partners, LLC 1.72% Add +2.3% 79,358 $8.3M
GHP Investment Advisors, Inc. 0.40% Reduce -0.7% 78,944 $8.3M
Townsquare Capital LLC 0.09% Add +10.7% 78,926 $8.3M
Prospera Financial Services Inc 0.19% Add +0.9% 78,860 $8.3M
Next Level Wealth Planning, LLC 6.21% Add +4.4% 78,375 $8.2M
Camden National Bank 1.22% Reduce -1.9% 78,310 $8.2M
Rochester Wealth Strategies, LLC 6.50% — 78,275 $8.2M
Ellenbecker Investment Group 1.47% Reduce -27.2% 78,154 $8.2M
Canvas Wealth Advisors, LLC 2.07% Reduce -6.3% 83,230 $8.0M
CENTRAL TRUST Co 0.20% Reduce -2.2% 76,730 $8.0M
Magnolia Wealth Management, LLC 5.74% Add +3.3% 76,474 $8.0M
Citizens National Bank Trust Department 1.70% Add +5.0% 75,873 $7.9M
Harbor Advisory Corp. 2.66% Add +6.4% 75,683 $7.9M
Nikulski Financial, Inc. 2.39% Reduce -3.2% 75,617 $7.9M
Howe & Rusling Inc. 0.66% Add +11.2% 75,593 $7.9M
Rossmore Private Capital 0.97% Reduce -0.4% 75,581 $7.9M
Keel Point, LLC 0.61% Add +7.0% 75,539 $7.9M
Emergent Wealth Advisors, LLC 5.70% Add +9.2% 75,269 $7.9M
CCG Wealth Management, LLC 4.71% Add +13.6% 75,239 $7.9M
Legacy Trust 1.86% Add +0.2% 73,978 $7.7M
Boston Research & Management Inc. 1.91% Add +0.1% 73,951 $7.7M
Barclays PLC 0.00% Reduce -22.8% 73,907 $7.7M
Pps&v Asset Management Consultants, Inc. 5.57% Add +0.8% 73,363 $7.7M
F/m Investments LLC 0.31% Reduce -0.0% 73,260 $7.7M
Benchmark Financial Wealth Advisors, LLC 2.89% Reduce -22.8% 73,075 $7.6M
Buck Wealth Strategies, LLC 1.39% Reduce -39.1% 73,044 $7.6M
Robertson Stephens Wealth Management, LLC 0.29% Reduce -35.5% 72,905 $7.6M
Sherman Asset Management, Inc. 7.28% Reduce -1.3% 72,878 $7.6M
Global Wealth Management Investment Advisory, Inc. 1.52% Add +5.7% 72,869 $7.6M
Benjamin Edwards Inc. 0.11% Reduce -15.5% 72,613 $7.6M
Certuity, LLC 0.79% Add +13.8% 72,406 $7.6M
DAVENPORT & Co LLC 0.04% Add +3.6% 72,273 $7.6M
Tectonic Advisors LLC 0.47% Add +3.9% 72,267 $7.6M
Neuberger Berman Group LLC 0.01% Reduce -21.0% 72,058 $7.5M
Dorsey & Whitney Trust CO LLC 0.43% Reduce -0.0% 71,820 $7.5M
Alley Investment Management Company, LLC 0.94% Add +0.7% 71,815 $7.5M
Richwood Investment Advisors, LLC 6.38% Add +3.1% 71,813 $7.5M
RFG Advisory, LLC 0.20% Add +9.6% 71,684 $7.5M
Watts Gwilliam & Co., LLC 1.62% Add +0.3% 71,554 $7.5M
Canal Capital Management, LLC 1.25% Reduce -13.6% 71,300 $7.5M
Capital Investment Advisory Services, LLC 0.67% Add +5.7% 71,171 $7.4M
Tandem Wealth Advisors LLC 3.89% Add +0.8% 71,219 $7.4M
Vectors Research Management, LLC 2.56% Add +17.8% 69,956 $7.3M
Arcadia Investment Advisors LLC 4.09% Add +2.1% 69,875 $7.3M
Polianta Ltd 3.52% Add +14.1% 69,700 $7.3M
Burkett Financial Services, LLC 2.97% Add +4.3% 69,670 $7.3M
BostonPremier Wealth LLC 4.51% Reduce -0.2% 69,483 $7.3M
IHT Wealth Management, LLC 0.23% Add +7.1% 69,478 $7.3M
Mascoma Wealth Management LLC 1.81% Add +14.8% 69,349 $7.3M
Etesian Wealth Advisors, Inc. 3.11% Add +4.4% 68,973 $7.2M
Roble, Belko & Company, Inc 1.15% Reduce -4.2% 68,972 $7.2M
Burns J W & Co. Inc. 0.93% Add +22.9% 68,952 $7.2M
MTC Wealth Management LLC 3.53% Add +23.4% 68,751 $7.2M
Kure Advisory, LLC 5.41% — 68,563 $7.2M
Spire Wealth Management 0.23% Reduce -18.4% 68,482 $7.2M
Apella Capital, LLC 0.24% Add +40.2% 72,433 $7.1M
Meridian Financial Advisors, LLC 4.99% Add +0.6% 68,026 $7.1M
Sard Wealth Management Group, LLC 4.76% Add +3.3% 67,960 $7.1M
Peak Financial Management, Inc. 2.12% Reduce -0.8% 67,767 $7.1M
Pacific Financial Group Inc. 5.71% Reduce -1.5% 67,606 $7.1M
Cumberland Advisors Inc. 3.21% Reduce -50.7% 67,605 $7.1M
Bell Investment Advisors, Inc 1.30% Reduce -0.5% 67,416 $7.0M
Premier Path Wealth Partners, LLC 1.10% Add +6.8% 67,329 $7.0M
Callan Family Office, LLC 0.52% Add +1.1% 66,905 $7.0M
SkyOak Wealth, LLC 1.52% Reduce -11.7% 66,433 $6.9M
Uptown Financial Advisors LLC 7.17% Add +7.3% 66,330 $6.9M
Tower Research Capital LLC (TRC) 0.21% Add +237.9% 66,725 $6.9M
Noesis Capital Mangement Corp. 1.36% Add +1.7% 65,375 $6.8M
HBK Sorce Advisory LLC 0.20% Add +1.4% 65,041 $6.8M
Soltis Investment Advisors LLC 0.61% Reduce -2.7% 64,816 $6.8M
Enclave Advisors LLC 1.15% Reduce -20.0% 64,627 $6.8M
Riversedge Advisors, LLC 1.51% New 64,547 $6.7M
Hiley Hunt Wealth Management 3.68% Reduce -0.4% 64,309 $6.7M
May Hill Capital, LLC 2.54% Add +4.6% 64,364 $6.7M
KMG Fiduciary Partners, LLC 0.56% Add +2.4% 64,294 $6.7M
Strategic Financial Partners, Ltd. 3.54% Reduce -1.3% 64,255 $6.7M
Atlas Legacy Advisors, LLC 1.70% Reduce -48.4% 64,124 $6.7M
Capitol Family Office, Inc. 9.47% New 64,013 $6.7M
White Pine Investment CO 1.80% Reduce -2.5% 63,782 $6.7M
American Money Management, LLC 1.26% Add +3.3% 63,575 $6.6M
Triangle Securities Wealth Management 1.71% Add +6.5% 63,541 $6.6M
Associated Banc-Corp 0.20% Reduce -0.9% 63,363 $6.6M
Moody National Bank Trust Division 0.69% No change 63,104 $6.6M
Integrated Advisors Network LLC 0.33% Reduce -8.1% 62,725 $6.6M
Allen Investment Management, LLC 0.08% No change 62,583 $6.5M
Holland Advisory Services, Inc. 9.91% Add +2215.7% 62,455 $6.5M
Landmark Wealth Management, LLC 2.86% Add +50.4% 61,936 $6.5M
Citizens Business Bank 1.40% Add +32.0% 61,872 $6.5M
O'shaughnessy Asset Management, LLC 0.05% Add +11.9% 61,619 $6.4M
One Capital Management, LLC 0.22% Reduce -33.4% 61,399 $6.4M
Private Advisory Group LLC 0.73% Add +17.0% 61,279 $6.4M
SPC Financial, Inc. 0.56% Add +7.9% 61,084 $6.4M
Cozad Asset Management Inc. 0.64% Add +0.4% 60,769 $6.4M
Atria Investments, Inc 0.08% Add +11.7% 60,518 $6.3M
Cordgrass Capital Advisors, LLC 1.81% Add +3.1% 60,438 $6.3M
New World Advisors LLC 1.43% Add +2500.6% 60,333 $6.3M
Cornerstone Wealth Group, LLC 0.52% Reduce -1.2% 60,160 $6.3M
Sterling Investment Counsel, LLC 2.15% Add +54.2% 60,041 $6.3M
Aristides Capital LLC 2.33% No change 60,000 $6.3M
Americana Partners, LLC 0.24% Add +6.4% 59,952 $6.3M
Boston Family Office LLC 0.44% Reduce -0.5% 59,411 $6.2M
Hills Bank & Trust Co 0.44% Reduce -1.4% 59,322 $6.2M
TKG Advisors, LLC 3.06% Add +5.3% 59,276 $6.2M
Summit Financial, LLC 0.17% Add +18.1% 59,271 $6.2M
Geneos Wealth Management Inc. 0.21% Reduce -0.7% 59,244 $6.2M
Provident Wealth Management, LLC 2.13% Add +5.2% 58,985 $6.2M
Sowell Financial Services LLC 0.28% Add +2.0% 58,796 $6.1M
Elwood & Goetz Wealth Advisory Group, LLC 1.49% Add +4.7% 58,513 $6.1M
Counterweight Ventures, LLC 4.38% Add +1.6% 58,478 $6.1M
Meridian Wealth Management, LLC 0.30% Reduce -7.2% 58,441 $6.1M
CFS Investment Advisory Services, LLC 0.54% Reduce -0.7% 58,232 $6.1M
Flagship Harbor Advisors, LLC 0.32% Add +0.5% 58,192 $6.1M
Naples Global Advisors, LLC 0.58% Add +9.5% 58,096 $6.1M
Legacy Private Trust Co. 0.41% Reduce -25.9% 57,698 $6.0M
EPG Wealth Management LLC 1.67% Add +3.6% 57,420 $6.0M
First National Bank of Hutchinson 3.95% Add +1.5% 57,214 $6.0M
Park Capital Management, LLC / WI 6.99% Add +566.7% 57,202 $6.0M
Montecito Bank & Trust 1.05% Reduce -0.3% 56,946 $6.0M
Certified Advisory Corp 0.67% Reduce -29.0% 56,936 $6.0M
Nwam LLC 0.51% Reduce -14.0% 56,886 $5.9M
IFS Advisors, LLC 4.83% Add +0.1% 56,834 $5.9M
TCTC Holdings, LLC 0.21% Add +5.3% 56,664 $5.9M
Boltwood Capital Management 1.80% Add +1.0% 56,626 $5.9M
Independent Financial Group, LLC 0.20% Reduce -1.9% 56,493 $5.9M
Stonehearth Capital Management, LLC 2.44% Add +3.2% 56,465 $5.9M
Accretive Wealth Partners, LLC 2.08% Add +17.4% 58,045 $5.9M
Elevation Wealth Partners, LLC 2.53% Add +3.0% 55,997 $5.9M
Good Life Advisors, LLC 0.41% Add +0.1% 56,010 $5.9M
LYNX Capital Group Ltd. 3.01% Add +19.3% 55,902 $5.8M
Resolute Advisors LLC 1.69% Reduce -13.6% 55,872 $5.8M
Alexis Investment Partners, LLC 2.79% Add +15.6% 56,102 $5.8M
ADG Wealth Management Group, LLC 5.48% Reduce -3.6% 55,615 $5.8M
CX Institutional 0.22% Add +7.8% 55,410 $5.8M
Lynch & Associates 1.25% Add +6.0% 55,147 $5.8M
TD Waterhouse Canada Inc. 0.05% Add +14.2% 54,294 $5.7M
Commerce Bank 0.04% Add +5.8% 54,723 $5.7M
Stephens Inc. 0.08% Add +7.0% 54,409 $5.7M
Aft, Forsyth & Sober, LLC 1.98% Reduce -42.4% 54,275 $5.7M
Ironsides Asset Advisors, LLC 1.66% Reduce -48.1% 54,147 $5.7M
Bigelow Investment Advisors, LLC 2.69% Add +4.5% 54,118 $5.7M
Hopwood Financial Services, Inc. 4.36% Add +2.6% 53,935 $5.6M
Phillips Financial Management, LLC 0.43% Reduce -5.3% 53,823 $5.6M
Mayflower Financial Advisors, LLC 0.85% Reduce -0.9% 53,678 $5.6M
SG Americas Securities, LLC 0.02% Reduce -62.1% 53,627 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -56.7% 53,545 $5.6M
FDx Advisors, Inc. 1.82% Reduce -7.0% 53,506 $5.6M
Romano Brothers and Company 0.72% Add +8.1% 53,109 $5.6M
Arkansas Financial Group, Inc. 0.96% Reduce -0.5% 58,829 $5.5M
Fortitude Family Office, LLC 1.98% Add +20.4% 52,892 $5.5M
Keeler & Nadler Financial Planning & Wealth Management 2.49% Add +8.3% 53,043 $5.5M
CPC Advisors, LLC 0.76% Reduce -15.8% 52,707 $5.5M
Millennium Management 0.01% New 52,623 $5.5M
Stephenson & Company, Inc. 3.58% Add +2.6% 52,616 $5.5M
AE Wealth Management LLC 0.05% Reduce -12.9% 52,489 $5.5M
Performa Ltd (US), LLC 1.82% Add +14.8% 52,317 $5.5M
Snowden Capital Advisors LLC 0.18% Reduce -5.1% 52,094 $5.4M
Telos Capital Management, Inc. 0.59% Add +2.3% 51,976 $5.4M
Sunbelt Securities, Inc. 0.48% Reduce -2.4% 51,933 $5.4M
J.W. Cole Advisors, Inc. 0.17% Reduce -11.0% 51,904 $5.4M
Mason Street Advisors, LLC 0.69% No change 51,600 $5.4M
1900 Wealth Management LLC 0.45% Reduce -0.8% 51,378 $5.4M
Parthenon LLC 0.66% Reduce -0.4% 51,317 $5.4M
Florida Trust Wealth Management Co 0.17% Add +12.0% 51,243 $5.4M
NTV Asset Management LLC 0.71% Add +0.8% 51,203 $5.4M
Bremer Bank National Association 0.95% Add +7.0% 51,036 $5.3M
Garde Capital, Inc. 0.30% Add +6.0% 50,932 $5.3M
Betterment LLC 0.01% Reduce -15.2% 50,686 $5.3M
Tritonpoint Wealth, LLC 0.50% Reduce -4.6% 50,461 $5.3M
Muirfield Wealth Advisors LLC 4.48% Reduce -0.8% 50,406 $5.3M
Simplicity Wealth,LLC 0.41% Add +9.2% 50,369 $5.3M
Element Wealth, LLC 2.82% Reduce -1.6% 50,325 $5.3M
Avior Wealth Management, LLC 0.20% Reduce -33.0% 50,245 $5.3M
ERn Financial, LLC 0.83% Reduce -8.6% 50,067 $5.2M
GC Wealth Management RIA, LLC 0.96% Reduce -0.1% 49,858 $5.2M
Old National Bancorp 0.14% Reduce -0.1% 49,834 $5.2M
PKO Investment Management Joint-Stock Co 0.59% Add +25.1% 49,786 $5.2M
First Hawaiian Bank 0.76% Reduce -12.0% 49,534 $5.2M
Bay Capital Advisors, LLC 4.31% Add +4.2% 49,479 $5.2M
Latko Wealth Management, Ltd. 3.35% Reduce -0.2% 49,445 $5.2M
Davidson Capital Management Inc. 1.40% Add +4.1% 49,378 $5.2M
Planning Directions Inc. 2.20% Add +20.5% 49,214 $5.1M
Ballew Advisors, Inc 3.43% Add +5.5% 53,565 $5.1M
MJT & Associates Financial Advisory Group, Inc. 4.90% — 48,824 $5.1M
Mandatum Life Insurance Co Ltd 1.56% No change 48,720 $5.1M
TD Asset Management Inc 0.00% Reduce -4.9% 48,694 $5.1M
Matrix Asset Advisors Inc. 0.56% Add +15.3% 48,668 $5.1M
Elyxium Wealth, LLC 2.24% Reduce -2.8% 48,375 $5.1M
Western Wealth Management, LLC 0.34% Reduce -23.2% 48,353 $5.1M
KPP Advisory Services LLC 0.96% Add +58.0% 48,200 $5.0M
Lindbrook Capital, LLC 0.46% Reduce -4.8% 48,100 $5.0M
City Holding Co. 0.71% Reduce -0.2% 48,079 $5.0M
Country Club Bank 0.34% Add +3.5% 48,215 $5.0M
Caliber Wealth Management, LLC / KS 0.68% — 47,518 $5.0M
Annex Advisory Services, LLC 0.14% Reduce -78.6% 47,413 $5.0M
G&S Capital LLC 2.10% Add +7.9% 47,400 $5.0M
Anb Bank 2.21% Add +0.4% 47,303 $4.9M
MidAtlantic Capital Management, Inc. 3.87% Add +8.2% 47,107 $4.9M
Independent Solutions Wealth Management, LLC 1.10% Add +3.8% 47,115 $4.9M
Pettyjohn, Wood & White, Inc. 0.94% Add +1.5% 47,060 $4.9M
Variant Private Wealth, LLC 5.26% Add +0.1% 46,855 $4.9M
Graybill Wealth Management, LTD. 1.68% — 46,803 $4.9M
HM Payson & Co. 0.09% Reduce -4.4% 46,444 $4.9M
Private Trust Co. NA 0.50% Reduce -3.4% 46,253 $4.8M
CBM Financial, LLC 3.90% — 44,554 $4.8M
Aspect Partners, LLC 2.74% Add +5.0% 45,845 $4.8M
Melone Private Wealth, LLC 2.51% Add +10.3% 45,833 $4.8M
AtlasMark Financial, Inc 4.42% Add +0.9% 45,614 $4.8M
Carnegie Investment Counsel 0.11% Reduce -0.7% 51,041 $4.8M
SlateStone Wealth, LLC 0.48% Add +2.0% 45,511 $4.8M
Bellwether Advisors, LLC 0.99% Add +0.4% 45,472 $4.8M
Amara Financial, Llc. 4.39% Add +9.7% 45,417 $4.7M
Mather Group, Llc. 0.05% Reduce -21.2% 45,332 $4.7M
Aristotle Capital Boston, LLC 0.24% Add +26.2% 45,255 $4.7M
Aspetuck Financial Management LLC 4.07% Reduce -7.1% 45,242 $4.7M
Middleton & Co. Inc. 0.55% Reduce -1.4% 45,230 $4.7M
Csenge Advisory Group 0.27% Reduce -33.3% 49,009 $4.7M
Lee Financial Co 0.72% Add +5.6% 45,071 $4.7M
McNamara Financial Services, Inc. 1.01% Add +49.1% 44,961 $4.7M
McAdam, LLC 0.29% Reduce -60.7% 44,910 $4.7M
Sound Stewardship, LLC 2.67% Add +0.6% 44,739 $4.7M
Wetzel Investment Advisors, Inc. 2.36% Add +5.5% 44,633 $4.7M
Paragon Private Wealth Management, LLC 2.16% Add +15.6% 44,575 $4.7M
Verde Capital Management 1.32% Reduce -8.5% 44,429 $4.6M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -3.9% 44,362 $4.6M
Roehl & Yi Investment Advisors, LLC 2.51% Add +1.2% 44,226 $4.6M
SageView Advisory Group, LLC 0.20% Add +7.4% 44,036 $4.6M
Curat Global, LLC 5.61% — 45,130 $4.6M
Valley National Advisers Inc. 0.83% Reduce -6.3% 43,740 $4.6M
Cantor Fitzgerald Investment Advisors L.P. 0.33% Reduce -8.4% 43,730 $4.6M
VestGen Advisors, LLC 0.21% — 43,673 $4.6M
Eldridge Investment Advisors, Inc. 1.05% Reduce -0.0% 43,528 $4.6M
Columbus Macro, LLC 0.60% Add +5.7% 43,447 $4.5M
MSH Capital Advisors LLC 1.40% Reduce -3.0% 43,311 $4.5M
Trans-Canada Capital Inc. 0.36% No change 43,215 $4.5M
Peoples Bank 2.96% Reduce -3.3% 43,097 $4.5M
Crestmont Private Wealth LLC 1.94% Reduce -44.9% 42,934 $4.5M
Alliance Wealth Management Group 1.20% Add +5.4% 42,537 $4.4M
Vista Investment Management 1.74% Add +0.9% 42,531 $4.4M
Coign Capital Advisors LLC 3.42% Reduce -3.6% 42,527 $4.4M
Colonial Trust Advisors 0.40% Add +2.2% 42,454 $4.4M
Ameritas Investment Partners, Inc. 0.15% Add +0.7% 42,433 $4.4M
Sachetta, LLC 1.82% Add +2.3% 42,418 $4.4M
RedJay Asset Management Inc. 2.40% New 42,400 $4.4M
Leavell Investment Management, Inc. 0.22% Reduce -0.7% 42,242 $4.4M
Silver Oak Securities, Incorporated 0.41% Add +21.8% 42,430 $4.4M
Kanawha Capital Management LLC 0.34% Add +0.5% 41,953 $4.4M
Brown Wealth Management, LLC 1.50% Add +1.4% 41,577 $4.3M
Orin Green Financial, LLC 2.05% New 45,981 $4.3M
Madison Park Capital Advisors, LLC 3.81% Add +3.8% 41,495 $4.3M
MRP Capital Investments, LLC 4.05% Reduce -2.6% 41,464 $4.3M
Mechanics Financial Corp 1.96% Add +0.5% 41,344 $4.3M
Ritholtz Wealth Management 0.13% Add +108.6% 41,329 $4.3M
Afg Fiduciary Services Limited Partnership 3.17% Add +11.1% 43,791 $4.3M
Factor Wealth Management LTD 1.33% Add +21.1% 41,263 $4.3M
Johnson Financial Group, Inc. 0.21% Add +2.3% 41,046 $4.3M
National Bank of Canada 0.01% Reduce -17.6% 41,017 $4.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.33% No change 41,000 $4.3M
Consolidated Portfolio Review Corp 0.69% Add +1.3% 40,912 $4.3M
Centennial Bank 2.03% Reduce -1.2% 40,856 $4.3M
Astoria Strategic Wealth, Inc. 1.25% Add +6.2% 40,804 $4.3M
Donaldson Capital Management, LLC 0.16% Add +160.8% 40,648 $4.3M
Sage Mountain Advisors LLC 0.31% Add +1.0% 40,420 $4.2M
Wolverine Trading, LLC 0.13% New 40,561 $4.2M
Causey Wealth LLC 2.36% Reduce -19.2% 40,328 $4.2M
Elevation Point Wealth Partners, LLC 0.36% Reduce -16.2% 40,099 $4.2M
Kentucky Farm Bureau Mutual Insurance Co 0.98% No change 40,000 $4.2M
Drive Wealth Management, LLC 0.98% Add +5.5% 39,964 $4.2M
Wick Capital Partners, LLC 1.24% Reduce -18.4% 39,783 $4.2M
Stone Summit Wealth LLC 1.41% Reduce -0.6% 39,753 $4.2M
Boyd Wealth Management, LLC 2.07% Add +3.6% 39,665 $4.1M
Wedmont Private Capital 0.21% Add +79.0% 43,414 $4.1M
Solidarity Wealth, LLC 1.01% Add +11.6% 39,231 $4.1M
Freedom Investment Management, Inc. 0.34% Add +3.7% 39,160 $4.1M
Wedbush Securities Inc. 0.15% Add +14.3% 38,455 $4.0M
Greenfield Savings Bank 1.97% Reduce -6.5% 38,348 $4.0M
Cape Ann Savings Bank 2.51% Reduce -8.7% 38,327 $4.0M
LaSalle St. Investment Advisors, LLC 0.94% Add +84.9% 38,215 $4.0M
Quantinno Capital Management LP 0.03% Add +12.0% 38,172 $4.0M
Wescott Financial Advisory Group, LLC 0.41% Reduce -1.9% 38,141 $4.0M
Heritage Investors Management Corp. 0.14% Add +1.9% 37,922 $4.0M
Gateway Wealth Partners, LLC 0.89% Add +0.7% 37,912 $4.0M
Sheets Smith Wealth Management 0.49% Reduce -7.8% 37,651 $3.9M
Leo Wealth, LLC 0.57% Reduce -24.5% 37,620 $3.9M
Focus Financial Network, Inc. 0.16% Add +3.8% 37,430 $3.9M
Campion Asset Management 3.01% Add +1.3% 37,266 $3.9M
Spinnaker Trust 0.25% Add +0.1% 37,150 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -12.5% 37,043 $3.9M
Ewa, LLC 1.44% Add +4.1% 36,963 $3.9M
Journey Beyond Wealth, LLC 3.61% Add +6.7% 36,955 $3.9M
Hi-Line Capital Management, LLC 1.44% Add +6.3% 36,849 $3.9M
Midwest Financial Group LLC 2.24% Add +15.8% 36,836 $3.9M
Old Mission Investment Co LLC 1.16% Reduce -0.2% 36,822 $3.9M
Perennial Investment Advisors, LLC 0.43% Add +5.9% 36,781 $3.8M
Magnolia Capital Management Ltd. 3.30% Reduce -11.4% 36,761 $3.8M
Greykasell Wealth Strategies, Inc. 2.05% Add +6.5% 36,756 $3.8M
Evercore Wealth Management, LLC 0.06% Reduce -3.2% 36,625 $3.8M
Urban Financial Advisory Corp 2.10% Add +1.0% 36,410 $3.8M
Carl P. Sherr & Co., LLC 2.08% Add +0.7% 36,324 $3.8M
Coastline Trust Co 0.47% Reduce -17.1% 36,285 $3.8M
Lee Danner & Bass Inc. 0.31% Reduce -0.3% 36,165 $3.8M
Greenup Street Wealth Management LLC 0.75% Add +10.4% 36,060 $3.8M
Lakeshore Financial Planning, Inc. 1.56% Reduce -8.5% 35,896 $3.8M
Sabal Trust CO 0.21% Reduce -3.8% 35,875 $3.8M
Parsons Capital Management Inc. 0.20% Reduce -13.1% 35,794 $3.7M
Windsor Capital Management, LLC 1.15% Reduce -2.6% 35,743 $3.7M
Adirondack Trust Co. 1.46% Reduce -0.5% 35,639 $3.7M
Partners Capital Investment Group, LLP 0.06% New 35,591 $3.7M
Sei Investments Co. 0.00% Add +41.0% 35,571 $3.7M
Fourpath Capital Management, LLC 0.65% Reduce -7.0% 35,568 $3.7M
Hilltop Holdings Inc. 0.23% Reduce -38.5% 35,504 $3.7M
RFP Financial Group LLC 1.50% Add +1.4% 35,491 $3.7M
Conquis Financial LLC 3.84% Add +0.6% 35,389 $3.7M
WBH Advisory Inc. 0.34% Reduce -5.0% 35,256 $3.7M
Stratos Investment Management, LLC 0.20% Reduce -10.0% 35,212 $3.7M
Colonial Trust Co / SC 0.57% Reduce -5.8% 35,183 $3.7M
Wolff Wiese Magana LLC 2.49% Add +2.9% 35,049 $3.7M
Palisade Asset Management, LLC 0.38% Add +5.6% 34,922 $3.7M
Next Capital Management LLC 1.75% Add +4.9% 34,873 $3.6M
Modern Wealth Management, LLC 0.12% Add +17.5% 34,806 $3.6M
Sterling Investment Advisors LLC 2.05% Add +3.3% 34,794 $3.6M
Birchbrook, Inc. 2.04% Add +3.1% 34,781 $3.6M
Baron Financial Group, LLC 2.28% Reduce -1.6% 34,684 $3.6M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -4.3% 34,630 $3.6M
Waldron Private Wealth LLC 0.17% Add +2.2% 34,563 $3.6M
Canopy Partners, LLC 1.40% Reduce -2.8% 34,421 $3.6M
Hubbell Strickland Wealth Management, LLC 1.69% Add +4.5% 34,197 $3.6M
Lee, Kelleher & Klein Wealth Management 2.63% Add +2.7% 34,166 $3.6M
Trustmark Bank Trust Department 0.26% Add +1.1% 34,120 $3.6M
Savvy Advisors, Inc. 0.36% Add +46.6% 34,079 $3.6M
Wela Strategies, Inc. 1.50% New 34,071 $3.6M
Well Done, LLC 0.64% Reduce -1.1% 30,814 $3.6M
Abundance Wealth Counselors 0.74% Reduce -13.2% 33,902 $3.5M
Emerald Advisors, LLC 0.47% Add +8.3% 33,863 $3.5M
Summit Place Financial Advisors, LLC 2.00% Add +5.5% 33,861 $3.5M
Aspiriant, LLC 0.12% Add +26.7% 33,818 $3.5M
National Philanthropic Trust 0.06% No change 33,798 $3.5M
Transcendent Capital Group LLC 1.98% Add +4.1% 33,651 $3.5M
Gallagher Capital Advisors, LLC 2.68% Reduce -18.9% 33,650 $3.5M
Nepc LLC 0.10% Add +0.2% 33,543 $3.5M
PFG Private Wealth Management, LLC 1.89% Reduce -44.1% 33,504 $3.5M
Alpha Financial Partners LLC 2.81% Reduce -2.7% 33,495 $3.5M
Quad-Cities Investment Group, LLC 1.73% Add +2.1% 33,416 $3.5M
Verus Wealth Management, LLC 3.82% Add +3.2% 33,352 $3.5M
Corundum Trust Company, INC 10.03% Add +5.7% 33,290 $3.5M
Garrison Point Advisors, LLC 1.68% Add +2.3% 33,212 $3.5M
Syntax Research, Inc. 2.37% Add +13.9% 32,855 $3.4M
AMG National Trust Bank 0.10% Add +2.7% 32,681 $3.4M
PrairieView Partners, LLC 0.36% Add +8.2% 32,635 $3.4M
Wesbanco Bank Inc. 0.12% Add +2.7% 32,627 $3.4M
Walkner Condon Financial Advisors LLC 0.69% Add +206.4% 32,403 $3.4M
Noble Wealth Management PBC 2.29% Reduce -4.4% 32,063 $3.4M
Live Oak Investment Partners 2.64% New 32,060 $3.4M
First Western Trust Bank 0.16% Reduce -0.7% 31,986 $3.3M
Beaumont Financial Advisors, LLC 0.26% Reduce -7.6% 31,850 $3.3M
Mill Creek Capital Advisors, LLC 0.08% Reduce -3.4% 31,829 $3.3M
Meeder Advisory Services, Inc. 0.20% Reduce -8.0% 31,812 $3.3M
Family Firm, Inc. 0.74% Reduce -0.3% 31,734 $3.3M
Vickerman Investment Advisors, Inc. 0.75% Add +12.9% 31,716 $3.3M
Summit Wealth Partners, LLC 0.67% Reduce -0.6% 31,586 $3.3M
Mutual Advisors, LLC 0.09% Reduce -29.4% 33,048 $3.3M
Biltmore Family Office, LLC 0.56% Reduce -1.6% 31,497 $3.3M
United Bank 1.36% Add +4.8% 31,381 $3.3M
Farmers Trust Co. 0.62% Reduce -7.4% 31,343 $3.3M
Scotia Capital Inc. 0.02% Reduce -22.3% 31,271 $3.3M
Zacks Investment Management 0.03% Reduce -24.1% 31,249 $3.3M
Sebold Capital Management, Inc. 2.15% Reduce -0.5% 31,226 $3.3M
Brighton Jones LLC 0.10% Add +3.9% 31,125 $3.3M
StoneX Group Inc. 0.18% Reduce -0.5% 31,043 $3.2M
Continuum Advisory, LLC 0.42% Reduce -0.6% 30,974 $3.2M
Rhumbline Advisers 0.00% Add +28.4% 30,959 $3.2M
Transcend Capital Advisors, LLC 0.23% Add +17.2% 30,803 $3.2M
Vawter Financial, Ltd. 1.80% Add +0.0% 30,766 $3.2M
Sound Income Strategies, LLC 0.19% Add +4.1% 30,662 $3.2M
Affiance Financial, LLC 0.75% Reduce -4.3% 30,637 $3.2M
Central Bank & Trust Co. 0.53% Reduce -1.0% 30,587 $3.2M
Essex Financial Services, Inc. 0.23% Reduce -6.3% 30,561 $3.2M
Koshinski Asset Management, Inc. 0.27% Reduce -2.5% 30,429 $3.2M
SOA Wealth Advisors, LLC. 0.66% Reduce -0.7% 30,411 $3.2M
Physician Wealth Advisors, Inc. 0.55% Reduce -5.2% 30,333 $3.2M
Delta Wealth Advisors LLC 2.88% Add +0.9% 30,313 $3.2M
FAS Wealth Partners, Inc. 0.26% Reduce -2.5% 30,307 $3.2M
ETF Portfolio Partners, Inc. 0.95% Reduce -62.9% 30,184 $3.2M
Congress Park Capital LLC 1.19% Reduce -3.9% 30,094 $3.1M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -0.7% 30,040 $3.1M
Argyle Capital Partners, LLC 2.69% Add +16.7% 30,020 $3.1M
New Hampshire Trust 0.72% Reduce -0.3% 30,015 $3.1M
Retirement Planning Group, LLC 0.15% Reduce -18.1% 29,973 $3.1M
Focus Partners Advisor Solutions, LLC 0.05% Add +7.0% 29,964 $3.1M
CoreFirst Bank & Trust 2.00% Add +5.0% 29,782 $3.1M
Madden Advisory Services, Inc. 1.45% Add +1.1% 29,747 $3.1M
Beirne Wealth Consulting Services, LLC 1.11% Reduce -0.2% 29,684 $3.1M
First Manhattan Co. Llc. 0.01% Reduce -0.1% 29,674 $3.1M
Sage Advisory Services, Ltd.Co. 1.82% Add +9.6% 29,649 $3.1M
Asset Management Group, Inc. 0.57% Reduce -2.2% 29,597 $3.1M
Shepherd Kaplan Krochuk, LLC 2.62% Add +7.5% 29,299 $3.1M
Eley Financial Management, Inc 1.22% Add +0.7% 29,063 $3.0M
Heritage Wealth Management, Inc./Texas 1.76% Reduce -7.3% 29,107 $3.0M
Signature Estate & Investment Advisors LLC 0.08% Reduce -6.5% 29,080 $3.0M
Pennsylvania Capital Management Inc. 1.12% Add +2.3% 29,033 $3.0M
Keebeck Wealth Management 0.45% Reduce -13.3% 28,992 $3.0M
Newton One Investments LLC 1.08% Reduce -15.6% 28,972 $3.0M
Aft, Forsyth & Company, Inc. 1.63% Reduce -0.4% 28,935 $3.0M
Level Four Advisory Services, LLC 0.12% Add +46.7% 28,922 $3.0M
DBK Financial Counsel, LLC 3.02% Reduce -0.4% 28,839 $3.0M
Vanguard Group Inc. 0.00% Add +0.5% 28,780 $3.0M
Smithbridge Asset Management Inc. 0.56% — 28,755 $3.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.24% Reduce -0.6% 31,553 $3.0M
Stratos Wealth Advisors, LLC 0.16% Reduce -15.2% 28,740 $3.0M
Capital Planning LLC 0.84% Add +0.8% 28,740 $3.0M
Grant Street Asset Management, Inc. 0.73% Add +14.3% 28,710 $3.0M
PCA Investment Advisory Services Inc. 1.59% Reduce -19.2% 28,709 $3.0M
Wealthquest Corp 0.25% Reduce -9.3% 28,434 $3.0M
Intrua Financial, LLC 0.46% Add +37.6% 28,324 $3.0M
STAR Financial Bank 2.16% Add +5.4% 28,272 $3.0M
Viewpoint Capital Management LLC 1.59% Reduce -1.7% 28,269 $3.0M
SevenBridge Financial Group, LLC 0.58% Reduce -16.8% 27,469 $3.0M
Olde Wealth Management, LLC 1.04% Reduce -16.6% 28,133 $2.9M
Provenance Wealth Advisors, LLC 0.42% Reduce -13.7% 28,113 $2.9M
Balanced Wealth Group LLC 1.42% Reduce -1.6% 28,045 $2.9M
Golden State Wealth Management, LLC 0.44% Reduce -0.3% 28,007 $2.9M
Jaffetilchin Investment Partners, LLC 0.21% Add +12.7% 27,930 $2.9M
MKD Wealth Coaches, LLC 3.29% Reduce -84.3% 27,844 $2.9M
Compound Planning, Inc. 0.13% Reduce -22.2% 27,689 $2.9M
Pure Financial Advisors, LLC 0.06% Reduce -3.1% 27,647 $2.9M
Diversified Trust Co. 0.07% Reduce -10.0% 27,525 $2.9M
Post Resch Tallon Group Inc. 2.95% Add +2.1% 27,589 $2.9M
Steigerwald, Gordon & Koch Inc. 0.32% Reduce -2.9% 27,283 $2.9M
Cahill Financial Advisors Inc. 0.39% Reduce -4.8% 27,265 $2.9M
Trust Co. of Toledo NA 0.38% Reduce -1.9% 27,252 $2.8M
Charles Schwab Trust Co 0.24% Reduce -0.7% 27,213 $2.8M
Lanark Financial, Inc. 0.24% — 27,114 $2.8M
Vestor Capital, LLC 0.23% Add +2.2% 27,045 $2.8M
Magnolia Capital Advisors LLC 0.77% Add +11.4% 27,039 $2.8M
Breakwater Capital Group 0.50% Add +3.4% 26,937 $2.8M
Wealth Management Partners, LLC 1.30% Reduce -2.9% 26,894 $2.8M
Innovative Wealth Building LLC 2.59% Reduce -2.5% 26,851 $2.8M
Hicks Capital Management LLC 3.72% — 26,806 $2.8M
Greenwood Capital Associates LLC 0.38% Reduce -1.3% 26,775 $2.8M
JMG Financial Group, Ltd. 0.09% Reduce -2.4% 26,754 $2.8M
Thoroughbred Financial Services, LLC 0.17% Reduce -16.6% 26,691 $2.8M
AlTi Global, Inc. 0.07% Reduce -28.2% 26,642 $2.8M
Harbor Investment Advisory, LLC 0.27% Reduce -34.3% 26,635 $2.8M
Cornell Pochily Investment Advisors, Inc. 0.98% Reduce -0.8% 26,543 $2.8M
Cornerstone Wealth Management, LLC 0.19% Reduce -0.8% 26,515 $2.8M
YANKCOM Partnership 1.52% Reduce -0.2% 26,510 $2.8M
Optima Capital LLC 1.76% Reduce -23.3% 26,456 $2.8M
Keystone Financial Group 0.28% Add +5.2% 26,147 $2.8M
Concentrum Wealth Management 1.02% Add +65.9% 26,245 $2.7M
Union Savings Bank 1.34% Reduce -7.5% 26,203 $2.7M
Mullaney, Keating & Wright, Inc. 1.84% Add +0.3% 26,186 $2.7M
TPG Advisors LLC 2.15% Add +2.0% 26,102 $2.7M
Newman Dignan & Sheerar, Inc. 0.74% Reduce -0.8% 25,949 $2.7M
NorthRock Partners, LLC 0.09% Add +20.7% 25,904 $2.7M
Jacobi Capital Management LLC 0.20% Reduce -16.0% 25,818 $2.7M
Venturi Wealth Management, LLC 0.14% Reduce -97.3% 25,728 $2.7M
Rialto Wealth Management, LLC 0.84% No change 25,617 $2.7M
Gryphon Financial Partners LLC 0.40% Add +0.8% 25,605 $2.7M
Bluestem Financial Advisors, LLC 1.25% Add +0.0% 25,554 $2.7M
CreativeOne Wealth, LLC 0.08% Add +1.5% 25,461 $2.7M
Kagan Cocozza Asset Management 2.17% Add +5.0% 25,444 $2.7M
360 Financial, Inc. 0.95% Add +8.1% 25,140 $2.6M
Black Diamond Financial, LLC 0.39% Reduce -0.6% 25,095 $2.6M
Greenwich Wealth Management LLC 0.20% Reduce -0.1% 25,060 $2.6M
Foundation Wealth Management, LLC\PA 1.24% Reduce -0.6% 24,959 $2.6M
Wealth Alliance, LLC 0.32% Reduce -2.3% 24,925 $2.6M
CVA Family Office, LLC 0.40% Reduce -65.5% 24,876 $2.6M
Bryn Mawr Trust Advisors, LLC 0.16% Reduce -26.1% 24,851 $2.6M
Fortress Financial Solutions, LLC 3.74% Add +1.8% 24,740 $2.6M
Granite FO LLC 1.47% Add +6.8% 24,730 $2.6M
Klaas Financial Asset Advisors, LLC 0.44% Reduce -6.2% 24,655 $2.6M
Fjell Capital, LLC 2.61% Add +3.6% 24,582 $2.6M
WealthCare Investment Partners, LLC 1.09% Add +3.8% 27,142 $2.6M
Montis Financial, LLC 0.75% Reduce -21.2% 24,413 $2.6M
Wiser Wealth Management, Inc 0.72% Add +8.1% 24,412 $2.6M
Southeast Asset Advisors, LLC 0.31% Add +0.0% 24,403 $2.6M
Koesten, Hirschmann & Crabtree, INC. 1.46% Add +0.3% 24,393 $2.6M
Sage Financial Management Group, Inc. 0.92% Reduce -2.6% 24,352 $2.5M
Foundations Investment Advisors, LLC 0.05% Reduce -5.1% 24,344 $2.5M
Nixon Peabody Trust Co. 0.22% Reduce -0.2% 24,240 $2.5M
Pinnacle Wealth Planning Services, Inc. 0.38% Reduce -0.7% 24,221 $2.5M
Olistico Wealth, LLC 1.56% Add +4.7% 24,174 $2.5M
Mechanics Bank Trust Department 0.34% Reduce -7.8% 23,898 $2.5M
Boyd Watterson Asset Management LLC 0.81% No change 23,850 $2.5M
Founders Capital Management, LLC 0.46% No change 23,842 $2.5M
American National Bank & Trust 0.28% Reduce -5.5% 23,829 $2.5M
WealthShield Partners, LLC 0.32% Add +19.2% 23,817 $2.5M
Tiemann Investment Advisors, LLC 1.13% Add +0.2% 23,728 $2.5M
American State Bank (Iowa) 1.49% Add +5.6% 23,694 $2.5M
Goldstone Financial Group, LLC 0.37% Reduce -58.0% 23,686 $2.5M
Sepio Capital, LP 0.20% Reduce -0.3% 23,678 $2.5M
Lyell Wealth Management, LP 0.23% Add +18.8% 23,635 $2.5M
Cullen/Frost Bankers, Inc. 0.03% Add +10.7% 23,582 $2.5M
Narwhal Capital Management 0.22% No change 23,562 $2.5M
Narus Financial Partners, LLC 0.84% Reduce -6.4% 23,510 $2.5M
Centaurus Financial, Inc. 0.15% Reduce -0.5% 23,431 $2.5M
United Community Bank 0.91% Add +23.6% 23,408 $2.4M
Simplify Asset Management Inc. 0.11% Add +21.1% 23,346 $2.4M
Westside Investment Management, Inc. 0.52% Add +4.5% 23,312 $2.4M
CRA Financial Services, LLC 0.42% Reduce -3.1% 23,234 $2.4M
Tradition Wealth Management, LLC 0.21% Reduce -0.8% 23,228 $2.4M
1248 Management, LLC 1.04% Add +1.1% 23,393 $2.4M
Silvercrest Asset Management Group LLC 0.02% Add +59.7% 23,189 $2.4M
Woodside Wealth Management LLC 2.25% — 23,188 $2.4M
Glen Eagle Advisors, LLC 0.40% Add +0.5% 23,172 $2.4M
Armbruster Capital Management, Inc. 0.48% Reduce -3.2% 23,100 $2.4M
Providence Capital Advisors, LLC 0.50% Add +1.5% 23,089 $2.4M
Diversified Portfolios, Inc. 0.25% Add +13.6% 23,058 $2.4M
Atticus Wealth Management, LLC 0.79% Add +460580.0% 23,034 $2.4M
Arete Wealth Advisors, LLC 0.18% Reduce -63.5% 23,031 $2.4M
Veracity Capital LLC 0.94% Add +6.5% 23,000 $2.4M
Investment Advisory Services Inc. /TX 0.87% Add +1.5% 22,965 $2.4M
Dohj, LLC 0.55% Reduce -1.2% 22,955 $2.4M
Second Line Capital, LLC 0.62% New 22,929 $2.4M
RVW Wealth, LLC 0.22% Reduce -23.4% 22,807 $2.4M
CM Wealth Advisors LLC 0.76% Add +0.3% 22,797 $2.4M
Santori & Peters, Inc. 0.96% Reduce -2.8% 22,779 $2.4M
Pinnacle Bancorp, Inc. 0.77% Reduce -1.5% 22,686 $2.4M
Calamos Advisors LLC 0.02% Reduce -6.7% 22,560 $2.4M
Davis R M Inc. 0.05% Add +4.3% 22,530 $2.4M
HUB Investment Partners, LLC 0.09% Reduce -10.6% 22,431 $2.3M
Ullmann Wealth Partners Group, LLC 0.31% Add +0.3% 22,407 $2.3M
Quest 10 Wealth Builders, Inc. 2.49% Reduce -2.5% 21,708 $2.3M
TRUE Private Wealth Advisors 0.28% Add +2.3% 22,252 $2.3M
Forefront Wealth Partners, LLC 1.58% Reduce -3.4% 22,250 $2.3M
United Advisor Group, LLC 0.48% Add +13.6% 22,226 $2.3M
ABLE Financial Group, LLC 0.65% Reduce -5.6% 22,176 $2.3M
VeraBank, N.A. 0.65% Add +1.4% 22,135 $2.3M
Founders Grove Wealth Partners, LLC 0.64% Add +1.9% 22,059 $2.3M
Ascent Group, LLC 0.10% Add +82.3% 22,018 $2.3M
Midwest Professional Planners, LTD. 0.72% Reduce -50.0% 21,994 $2.3M
Talisman Wealth Advisors LLC 2.36% Reduce -8.3% 21,992 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -61.3% 21,971 $2.3M
Smith Shellnut Wilson LLC 1.05% Add +0.3% 21,857 $2.3M
DecisionMap Wealth Management, LLC 1.74% Add +26.9% 21,855 $2.3M
Delta Financial Group, Inc. 0.52% Add +5.8% 21,003 $2.3M
McGlone Suttner Wealth Management, Inc. 0.37% Reduce -4.3% 21,666 $2.3M
Culbertson A N & Co. Inc. 0.36% Add +4.3% 21,646 $2.3M
Heartwood Wealth Advisors LLC 0.26% Add +328.8% 21,540 $2.3M
AAF Wealth Management, LLC 1.21% Reduce -32.9% 21,513 $2.2M
Wolf Group Capital Advisors 0.76% Add +15.7% 21,509 $2.2M
Dana Investment Advisors, Inc. 0.08% Reduce -3.3% 21,322 $2.2M
Composition Wealth, LLC 0.04% Reduce -7.4% 21,315 $2.2M
First National Bank of Omaha 0.15% Reduce -2.5% 21,280 $2.2M
Novem Group 0.31% Add +2.7% 21,272 $2.2M
Peterson Wealth Advisors, LLC 0.43% Add +5.0% 23,801 $2.2M
Cornerstone Advisors Asset Management, LLC 0.45% Add +1.4% 21,187 $2.2M
Invera Wealth Advisors, LLC 1.43% New 21,123 $2.2M
PFG Investments, LLC 0.14% Reduce -17.6% 21,096 $2.2M
LPF Advisors LLC 1.81% Add +12.9% 21,089 $2.2M
Tranquility Partners, LLC 0.85% Add +2.0% 21,086 $2.2M
Lewis Asset Management, LLC 1.82% Reduce -14.4% 21,061 $2.2M
Secure Asset Management, LLC 0.44% Add +6.7% 21,009 $2.2M
Stonegate Investment Group, LLC 0.06% Add +30.7% 20,954 $2.2M
Central Pacific Bank - Trust Division 0.32% Add +21.8% 20,943 $2.2M
Shufro Rose & Co. LLC 0.17% Reduce -13.9% 20,861 $2.2M
Schechter Investment Advisors, LLC 0.18% Add +189.3% 20,844 $2.2M
Smartleaf Asset Management LLC 0.21% Reduce -2.7% 20,936 $2.2M
Plancorp, LLC 0.09% Add +8.9% 20,780 $2.2M
RoundAngle Advisors LLC 1.99% Add +1.4% 20,764 $2.2M
Viawealth, LLC 1.34% Add +0.1% 20,752 $2.2M
Municipal Employees' Retirement System of Michigan 0.03% No change 20,736 $2.2M
Visionary Wealth Advisors 0.13% Add +20.3% 20,663 $2.2M
Agf Management Ltd. 0.01% No change 20,486 $2.1M
Kathmere Capital Management, LLC 0.18% Add +63.9% 20,461 $2.1M
Legacies Wealth LLC 1.58% No change 20,426 $2.1M
Evanson Asset Management, LLC 0.15% Reduce -7.6% 20,344 $2.1M
Means Investment Co., Inc. 0.23% Reduce -51.7% 20,328 $2.1M
Elm Partners Management LLC 0.14% Add +3.2% 20,321 $2.1M
Arvest Bank Trust Division 0.13% New 20,227 $2.1M
Chapin Davis, Inc. 0.72% Reduce -2.0% 20,198 $2.1M
Harmony Asset Management LLC 0.89% Reduce -6.9% 20,172 $2.1M
Twin Focus Capital Partners, LLC 0.33% Add +33.8% 20,170 $2.1M
Kingswood Wealth Advisors, LLC 0.19% Reduce -24.4% 20,101 $2.1M
Lockerman Financial Group, Inc. 3.18% Reduce -0.1% 20,098 $2.1M
BridgePort Financial Solutions, LLC 0.95% Add +18.2% 20,057 $2.1M
Park Place Capital Corp 0.57% Reduce -54.6% 20,009 $2.1M
Cowa, LLC 0.89% Reduce -2.0% 19,999 $2.1M
Revolve Wealth Partners, LLC 0.30% Reduce -0.7% 19,984 $2.1M
Pitcairn Co. 0.13% Reduce -2.2% 19,933 $2.1M
Cora Capital Advisors LLC 1.00% Reduce -0.4% 19,854 $2.1M
Novak & Powell Financial Services, Inc. 1.29% Reduce -7.2% 19,849 $2.1M
Mine & Arao Wealth Creation & Management, LLC. 1.01% Reduce -0.5% 19,832 $2.1M
Caprock Group, LLC 0.06% Add +33.6% 19,805 $2.1M
Marshall & Sterling Wealth Advisors Inc. 1.40% Reduce -18.8% 19,744 $2.1M
Dudley Capital Management, LLC 1.10% Add +8.6% 19,634 $2.1M
Guardian Asset Advisors, LLC 1.33% Add +3.8% 19,522 $2.0M
Joel Isaacson & Co., LLC 0.09% Reduce -1.1% 19,467 $2.0M
Family Office Research LLC 0.99% Add +2.3% 19,447 $2.0M
Ellevest, Inc. 0.14% Reduce -1.2% 19,433 $2.0M
Carrera Capital Advisors 0.45% Reduce -7.8% 19,418 $2.0M
O'Brien Greene & Co. Inc 0.68% Reduce -5.1% 19,399 $2.0M
WCG Wealth Advisors LLC 0.15% Reduce -9.4% 19,365 $2.0M
Autumn Glory Partners, LLC 1.00% No change 19,299 $2.0M
Absolute Capital Management, LLC 1.16% Add +0.4% 19,249 $2.0M
SOL Capital Management CO 0.22% Add +1.2% 19,243 $2.0M
Missouri Trust & Investment Co 0.70% Reduce -4.2% 19,173 $2.0M
RiverGlades Family Offices LLC 1.44% Add +0.1% 19,113 $2.0M
World Equity Group, Inc. 0.57% Reduce -50.6% 18,862 $2.0M
Lineweaver Wealth Advisors, LLC 0.34% Add +1.8% 18,896 $2.0M
Ascent Capital Management, LLC 1.99% Add +2.1% 18,899 $2.0M
Staley Capital Advisers Inc. 0.09% Add +47.4% 18,888 $2.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -3.5% 18,815 $2.0M
Roberts Wealth Advisors, LLC 0.61% Reduce -12.1% 18,794 $2.0M
GAMMA Investing LLC 0.15% Add +5.9% 18,689 $2.0M
Verity Asset Management, Inc. 0.80% Add +91.8% 18,690 $2.0M
Tilson Financial Group, Inc. 0.77% Reduce -1.6% 18,650 $1.9M
Arcus Capital Partners, LLC 0.78% Reduce -8.1% 18,626 $1.9M
Harbour Capital Advisors, LLC 0.48% Add +10.8% 19,673 $1.9M
Compton Financial Group, LLC 0.56% Reduce -89.9% 18,597 $1.9M
Shelton Wealth Management, LLC 1.11% Reduce -4.2% 18,566 $1.9M
Obermeyer Wealth Partners 0.10% Add +8.8% 18,510 $1.9M
Moloney Securities Asset Management, LLC 0.26% Add +6.2% 18,508 $1.9M
Armstrong, Fleming & Moore, Inc 2.33% New 18,443 $1.9M
Delta Financial Advisors LLC 0.72% Add +0.0% 18,390 $1.9M
JSF Financial, LLC 0.51% Reduce -62.7% 18,379 $1.9M
Kohmann Bosshard Financial Services, LLC 0.23% Add +0.7% 18,370 $1.9M
Brady Family Wealth, LLC 0.61% Reduce -4.8% 18,288 $1.9M
Napatree Capital LLC 1.08% Add +8.0% 18,284 $1.9M
Core Wealth Advisors, Inc. 0.61% Reduce -0.1% 18,226 $1.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.51% Reduce -2.0% 18,212 $1.9M
Mascagni Wealth Management, Inc. 1.89% No change 18,198 $1.9M
Busey Bank 0.06% Reduce -3.6% 18,108 $1.9M
GWN Securities Inc. 0.11% Add +724.6% 17,829 $1.9M
Woodstock Corp. 0.19% Add +17.6% 18,041 $1.9M
KOM Wealth Management Group, LLC 1.65% Reduce -72.8% 18,026 $1.9M
SBI Securities Co., Ltd. 0.06% Reduce -0.2% 18,014 $1.9M
AQR Capital Management 0.00% Add +80.7% 17,964 $1.9M
Macroview Investment Management LLC 1.77% Add +3.5% 17,932 $1.9M
Corrigan Financial, Inc. 0.38% Reduce -1.5% 17,796 $1.9M
Endowment Wealth Management, Inc. 1.19% Add +15.4% 17,728 $1.9M
RDA Financial Network 0.55% Reduce -0.6% 17,728 $1.9M
Fortress Financial Group, LLC 1.85% Add +11.0% 17,687 $1.8M
First County Bank 1.02% Add +1.6% 17,684 $1.8M
Convergence Financial, LLC 0.36% Reduce -55.5% 17,661 $1.8M
SWP Financial LLC 1.13% Reduce -2.7% 17,659 $1.8M
Capital Advisors, Ltd. LLC 0.24% Add +2.7% 17,631 $1.8M
Compass Wealth Management LLC 0.47% Reduce -0.3% 17,628 $1.8M
Pines Wealth Management, LLC 0.85% Add +64.2% 20,327 $1.8M
Astra Wealth Partners LLC 1.76% Reduce -3.1% 17,593 $1.8M
Hollencrest Capital Management 0.08% Add +0.2% 17,584 $1.8M
Pension & Wealth Management Advisors, Inc. 0.68% Add +60.1% 17,538 $1.8M
Meritage Portfolio Management 0.12% Add +1.5% 17,516 $1.8M
Flavin Financial Services, Inc. 1.67% Add +5.3% 17,381 $1.8M
Birch Financial Group, LLC 1.61% Add +198.8% 17,335 $1.8M
Veridan Wealth LLC 0.82% Add +11.9% 17,293 $1.8M
Carr Financial Group Corp 0.59% Reduce -27.2% 17,189 $1.8M
Ethos Financial Group, LLC 0.17% Reduce -0.6% 16,414 $1.8M
TruNorth Capital Management, LLC 0.45% Add +1.3% 17,143 $1.8M
Balentine LLC 0.08% Add +32.2% 17,140 $1.8M
Steph & Co. 0.64% Add +1.2% 17,094 $1.8M
Camelot Technology Advisors, Inc. 1.65% Add +0.2% 17,059 $1.8M
Alpine Bank Wealth Management 0.28% — 16,892 $1.8M
Two Sigma Securities, LLC 0.27% New 16,865 $1.8M
High Net Worth Advisory Group LLC 0.50% Add +6.4% 16,845 $1.8M
Capital Management Associates, Inc 0.40% Add +56.9% 16,824 $1.8M
Affinity Capital Advisors, LLC 0.35% Reduce -1.9% 18,418 $1.8M
Sunburst Financial Group, LLC 0.43% Reduce -2.6% 16,763 $1.8M
Patriot Investment Management Group, Inc. 0.13% Reduce -0.4% 16,745 $1.8M
Clear Creek Financial Management, LLC 0.18% Add +18.7% 16,663 $1.7M
Joel Adams & Associates, Inc. 1.56% Reduce -1.7% 16,631 $1.7M
Financial Partners Group, Inc 0.27% Reduce -0.1% 16,622 $1.7M
FRG Family Wealth Advisors LLC 0.34% Reduce -2.8% 16,606 $1.7M
Cadence Bank 0.12% Reduce -11.9% 16,563 $1.7M
Fort Point Capital Partners LLC 0.19% Add +32.2% 16,459 $1.7M
River Wealth Advisors LLC 0.24% Reduce -3.9% 16,411 $1.7M
Carolinas Wealth Consulting LLC 0.37% Add +4.2% 16,405 $1.7M
SWS Partners 0.56% Reduce -25.4% 16,394 $1.7M
Inspire Advisors, LLC 0.20% Add +39.7% 16,365 $1.7M
Quadcap Wealth Management, LLC 0.25% Reduce -2.2% 16,345 $1.7M
RPG Investment Advisory, LLC 0.12% Add +115.7% 16,338 $1.7M
Colorado Capital Management, Inc. 0.79% Reduce -4.8% 16,319 $1.7M
Lionsbridge Wealth Management LLC 1.51% Add +16.3% 16,275 $1.7M
LS Investment Advisors, LLC 0.26% Reduce -33.8% 16,274 $1.7M
Manhattan West Asset Management, LLC 0.43% Add +2.7% 16,229 $1.7M
Forza Wealth Management, LLC 0.76% No change 16,186 $1.7M
Grey Ledge Advisors, LLC 0.44% Reduce -5.0% 16,139 $1.7M
Zhang Financial LLC 0.09% Add +0.2% 16,074 $1.7M
Roman Butler Fullerton & Co. 0.65% Reduce -47.8% 17,441 $1.7M
Rockwood Wealth Management, LLC 0.17% Reduce -8.6% 16,040 $1.7M
Moors & Cabot, Inc. 0.08% Reduce -10.4% 15,941 $1.7M
First National Corp. /Ma/ 0.37% Add +4.9% 15,931 $1.7M
State of Alaska, Department of Revenue 0.02% Add +50.5% 15,916 $1.7M
Alpha Wealth Funds, LLC 1.80% Reduce -8.6% 15,885 $1.7M
Bayesian Capital Management, LP 0.27% New 15,800 $1.7M
Coldstream Capital Management Inc. 0.04% Reduce -7.5% 15,792 $1.7M
Portland Global Advisors LLC 0.21% Reduce -1.4% 15,791 $1.7M
Verdence Capital Advisors LLC 0.13% Reduce -8.2% 15,737 $1.6M
Cadinha & Co. LLC 0.35% Reduce -2.5% 15,686 $1.6M
Penobscot Investment Management Company, Inc. 0.15% No change 15,651 $1.6M
SeaBridge Investment Advisors LLC 0.35% Reduce -0.7% 15,637 $1.6M
Ames National Corp. 1.10% Add +11.5% 15,635 $1.6M
Essex Bank 0.40% Add +1.3% 15,581 $1.6M
Rothschild Wealth LLC 0.46% Reduce -8.1% 15,579 $1.6M
J. W. Coons Advisors, LLC 0.43% Add +1.7% 15,577 $1.6M
Milestone Investment Advisors LLC 0.45% Reduce -17.3% 15,488 $1.6M
Y-Intercept (Hong Kong) Ltd 0.11% Reduce -31.9% 15,452 $1.6M
BlueSky Wealth Advisors, LLC 0.25% Reduce -2.9% 15,425 $1.6M
Lane & Associates LLC 0.87% Add +5.2% 15,362 $1.6M
TFC Financial Management, Inc. 0.25% Add +0.0% 15,352 $1.6M
Signet Financial Management, LLC 0.22% Reduce -2.1% 15,250 $1.6M
Regatta Capital Group, LLC 0.31% Reduce -6.2% 15,155 $1.6M
PFG Advisors 0.09% Add +2.2% 15,140 $1.6M
NBT Bank, N.A. 0.11% Reduce -7.8% 15,114 $1.6M
Baldwin Investment Management, LLC 0.19% Reduce -4.4% 15,028 $1.6M
Valley Financial Group, Inc. 1.04% Reduce -2.0% 15,027 $1.6M
New Republic Capital, LLC 0.68% Add +3.5% 14,993 $1.6M
Cypress Financial Planning LLC 0.56% Add +2.9% 14,936 $1.6M
Midland Wealth Advisors, LLC 0.09% Add +1.7% 14,935 $1.6M
Retirement Investment Advisors, Inc. 0.16% No change 14,909 $1.6M
Winebrenner Capital Management LLC 1.39% Reduce -1.0% 14,779 $1.5M
TFG Advisers LLC 0.56% Reduce -1.0% 14,772 $1.5M
Redwood Wealth Management Group, LLC 0.78% Reduce -0.3% 14,750 $1.5M
South Plains Financial, Inc. 1.20% Add +0.7% 14,731 $1.5M
UNIVEST FINANCIAL Corp 0.10% Reduce -40.1% 14,718 $1.5M
Goldstein Advisors, LLC 0.22% Reduce -4.8% 14,671 $1.5M
Samalin Investment Counsel, LLC 0.62% Add +17.9% 14,631 $1.5M
Independent Family Office, LLC 0.80% Add +4.1% 14,386 $1.5M
Allen Capital Group, LLC 0.17% Add +12.2% 14,579 $1.5M
Aaron Wealth Advisors LLC 0.17% Reduce -9.9% 14,559 $1.5M
Darden Wealth Group Inc 1.19% Reduce -2.5% 14,546 $1.5M
Baker Avenue Asset Management, LP 0.05% Reduce -63.4% 14,532 $1.5M
Maryland State Retirement & Pension System 0.04% Add +318.9% 14,483 $1.5M
Sharkey, Howes & Javer 0.22% No change 14,405 $1.5M
Edge Financial Advisors LLC 0.95% Add +43.7% 14,349 $1.5M
Trek Financial, LLC 0.11% Reduce -93.8% 14,339 $1.5M
Interchange Capital Partners, LLC 0.42% Add +2.1% 14,320 $1.5M
Palisade Capital Management, LP 0.05% Add +13.8% 14,258 $1.5M
International Private Wealth Advisors LLC 1.43% Add +4.3% 14,254 $1.5M
Center for Financial Planning, Inc. 0.19% Add +21.3% 14,240 $1.5M
Silvia McColl Wealth Management, LLC 1.13% Reduce -1.1% 14,214 $1.5M
St. Clair Advisors, LLC 0.42% Reduce -7.0% 14,211 $1.5M
2UniFi Bank 0.96% Reduce -2.3% 13,286 $1.5M
Retirement Guys Formula LLC 0.73% Add +4.6% 14,157 $1.5M
Winthrop Capital Management, LLC 0.41% Reduce -3.9% 14,139 $1.5M
Aua Capital Management, LLC 0.96% Reduce -1.9% 14,118 $1.5M
General Partner, Inc. 0.96% No change 14,115 $1.5M
Clear Investment Research, LLC 1.96% Add +2.9% 14,047 $1.5M
Accurate Wealth Management, LLC 0.28% Reduce -10.8% 15,387 $1.5M
J.Safra Asset Management Corp 0.12% Reduce -97.9% 13,975 $1.5M
Arbor Trust Wealth Advisors, LLC 0.68% Reduce -0.6% 13,964 $1.5M
Weil Company, Inc. 0.43% Reduce -16.6% 13,927 $1.5M
Avondale Wealth Management 0.92% Add +470.1% 13,915 $1.5M
Great Point Wealth Advisors, LLC 0.31% Reduce -7.2% 13,832 $1.4M
Awm Capital, LLC 0.17% Add +6.8% 13,801 $1.4M
Solstein Capital, LLC 0.84% No change 13,797 $1.4M
Peak Asset Management, LLC 0.27% Reduce -0.5% 13,740 $1.4M
Eq LLC 0.67% Reduce -82.7% 13,680 $1.4M
Cambridge Advisors Inc. 0.31% Add +0.9% 13,659 $1.4M
WP Advisors, LLC 0.47% Add +0.3% 13,610 $1.4M
Rathbones Group PLC 0.01% Reduce -1.4% 13,604 $1.4M
Congress Asset Management Co. 0.01% Reduce -5.5% 13,525 $1.4M
Rik Saylor Financial, Inc. 1.24% Add +1.2% 13,496 $1.4M
New England Asset Management Inc. 0.24% Add +50.7% 13,410 $1.4M
Advisor OS, LLC 0.16% Add +1.3% 13,400 $1.4M
Rogco, LP 0.56% Add +4.9% 13,398 $1.4M
Cobblestone Capital Advisors LLC 0.08% Reduce -8.6% 13,355 $1.4M
Nova R Wealth, Inc. 0.69% Add +4.1% 13,334 $1.4M
Thrive Wealth Management, LLC 0.27% Add +1.1% 13,322 $1.4M
Beckerman Institutional, LLC 1.00% Add +2.9% 13,162 $1.4M
North Berkeley Wealth Management, LLC 1.43% Add +5.6% 13,136 $1.4M
Kellett Wealth Advisors, LLC 0.95% Reduce -13.4% 13,134 $1.4M
Independent Advisor Alliance 0.05% Reduce -95.1% 13,123 $1.4M
Jamison Private Wealth Management, Inc. 0.21% Reduce -0.1% 13,074 $1.4M
Cibc World Market Inc. 0.00% Reduce -37.5% 13,060 $1.4M
Fosun International Ltd 0.39% New 13,000 $1.4M
Creekmur Asset Management LLC 0.28% Reduce -75.6% 12,992 $1.4M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.39% Reduce -80.7% 13,044 $1.4M
Eagle Strategies LLC 0.23% Add +20.5% 12,918 $1.4M
Continuum Wealth Advisors, LLC 0.69% Reduce -77.4% 12,907 $1.3M
Crossmark Global Holdings, Inc. 0.02% New 12,882 $1.3M
DHJJ Financial Advisors, Ltd. 0.54% Add +0.1% 12,856 $1.3M
Claro Advisors Inc. 0.18% Reduce -1.4% 12,790 $1.3M
Teachers Insurance & Annuity Association of America 1.78% No change 12,739 $1.3M
Eastern Bank 0.03% Reduce -6.4% 12,657 $1.3M
Fulton Bank, N.A. 0.05% Reduce -0.8% 12,640 $1.3M
Capital Advisors Wealth Management, LLC 0.23% Reduce -1.3% 12,557 $1.3M
Intergy Private Wealth, LLC 0.50% Add +8.4% 12,552 $1.3M
Davies Financial Advisors, Inc. 1.12% Add +6.4% 12,550 $1.3M
Leverty Financial Group, LLC 0.54% Reduce -0.9% 12,541 $1.3M
Resurgent Financial Advisors LLC 0.79% Add +0.8% 12,530 $1.3M
Foster Victor Wealth Advisors, LLC 0.11% Reduce -2.7% 13,724 $1.3M
Inscription Capital, LLC 0.22% — 11,814 $1.3M
Diversify Advisory Services, LLC 0.08% Reduce -28.0% 12,861 $1.3M
Accredited Wealth Management, LLC 1.09% Reduce -1.0% 12,394 $1.3M
Asset Dedication, LLC 0.10% Add +2.9% 12,373 $1.3M
Old North State Trust, LLC 0.82% No change 11,188 $1.3M
LCNB Corp. 0.47% Reduce -2.1% 12,307 $1.3M
Ehrlich Financial Group 0.94% Add +40.6% 12,294 $1.3M
Atlantic Union Bankshares Corp 0.08% Add +4.0% 12,280 $1.3M
Meridian Investment Counsel Inc. 0.38% Reduce -1.8% 12,268 $1.3M
Tilia Fiduciary Partners, Inc. 0.85% Reduce -0.8% 12,237 $1.3M
Paladin Advisory Group, LLC 1.02% Reduce -52.7% 12,222 $1.3M
Pacific Point Advisors, LLC 0.71% Add +5.1% 12,193 $1.3M
KG Capital Management 0.41% Add +12.9% 12,102 $1.3M
Howland Capital Management LLC 0.06% No change 12,078 $1.3M
Liberty Square Wealth Partners LLC 0.48% Add +0.9% 12,063 $1.3M
Integrity Alliance, Llc. 0.05% Reduce -40.6% 12,058 $1.3M
Tudor Financial Inc. 0.76% Add +0.8% 12,052 $1.3M
Flagship Private Wealth, LLC 0.60% Add +4.3% 12,018 $1.3M
Bison Wealth, LLC 0.12% Add +436.0% 12,333 $1.3M
Nelson Capital Management, LLC 0.22% Reduce -4.1% 11,979 $1.3M
GW&K Investment Management, LLC 0.01% Add +17.8% 11,965 $1.3M
OMNI 360 Wealth, Inc. 0.84% Reduce -2.0% 11,957 $1.3M
Summit X, LLC 0.26% Add +0.9% 11,922 $1.2M
Saxon Interests, Inc. 0.58% Add +1.7% 11,867 $1.2M
Advisor Resource Council 0.10% Add +148.3% 11,787 $1.2M
Exencial Wealth Advisors, LLC 0.05% Add +5.8% 11,775 $1.2M
Maxele Advisors, LLC 1.19% Reduce -1.2% 11,756 $1.2M
SeaCrest Wealth Management, LLC 0.14% Add +1.9% 11,749 $1.2M
Stonebridge Financial Group, LLC 0.13% Add +6.3% 11,730 $1.2M
Laurel Wealth Planning LLC 0.81% Reduce -1.9% 11,686 $1.2M
Quadrature Capital Ltd 0.03% Reduce -61.5% 11,608 $1.2M
Plimoth Trust Co. LLC 0.32% Add +22.4% 11,583 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Reduce -5.0% 11,569 $1.2M
Fourth Dimension Wealth, LLC 0.58% Add +417.5% 11,561 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.2M
Orrstown Financial Services Inc. 0.29% Reduce -79.6% 11,506 $1.2M
Compass Ion Advisors, LLC 0.14% Reduce -10.8% 11,480 $1.2M
Sandy Cove Advisors, LLC 0.48% Add +0.7% 11,467 $1.2M
Tyler-Stone Wealth Management 0.21% Add +8.5% 11,457 $1.2M
Columbia Bank 0.41% Reduce -2.8% 11,456 $1.2M
Gilbert & Cook, Inc. 0.17% Reduce -1.3% 11,407 $1.2M
Sterling Financial Planning, Inc. 0.43% Add +1.7% 11,380 $1.2M
Rockland Trust Co. 0.06% Reduce -2.0% 11,366 $1.2M
Parkside Financial Bank & Trust 0.15% Add +35.5% 11,305 $1.2M
Forum Private Client Group LLC 0.51% Reduce -3.5% 11,229 $1.2M
1834 Investment Advisors Co. 0.15% Reduce -2.8% 11,211 $1.2M
Wealth Management Nebraska 0.18% Add +522.1% 11,186 $1.2M
Anchor Investment Management, LLC 0.11% Reduce -20.6% 11,163 $1.2M
Defined Wealth Management, LLC 0.78% Add +1.4% 11,149 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.22% Add +9.8% 11,149 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +2.3% 11,124 $1.2M
FLC Capital Advisors 0.26% Add +10.9% 11,115 $1.2M
Opal Wealth Advisors, LLC 0.36% Reduce -6.1% 11,080 $1.2M
Avion Wealth 0.30% No change 10,058 $1.2M
LVZ, Inc. 0.15% Reduce -96.8% 11,070 $1.2M
First Commonwealth Financial Corp 0.27% Add +9.6% 11,023 $1.2M
Motco 0.12% Add +13.6% 10,991 $1.1M
ZWJ Investment Counsel Inc. 0.05% Add +0.2% 10,983 $1.1M
Quadrant Private Wealth Management, LLC 0.29% Reduce -6.4% 10,982 $1.1M
Spirepoint Private Client, LLC 0.15% Reduce -1.8% 10,968 $1.1M
Tyche Wealth Partners LLC 0.25% Reduce -25.0% 10,968 $1.1M
Chemistry Wealth Management LLC 0.27% No change 10,945 $1.1M
Clearwater Capital Advisors, LLC 0.11% Reduce -13.2% 10,945 $1.1M
Simon Quick Advisors, LLC 0.07% Reduce -1.0% 10,940 $1.1M
Crew Capital Management, Ltd 0.93% Reduce -0.2% 10,873 $1.1M
Higgins & Schmidt Wealth Strategies LLC 0.67% No change 10,869 $1.1M
GS Investments, Inc. 0.53% Reduce -0.6% 10,845 $1.1M
Integrated Investment Consultants, LLC 0.23% Add +13.6% 10,842 $1.1M
NavPoint Financial, Inc. 0.80% Add +4.9% 10,840 $1.1M
Acadian Asset Management LLC 0.00% Add +80.5% 10,822 $1.1M
Waterloo Capital, L.P. 0.11% Add +6.3% 10,815 $1.1M
Insigneo Advisory Services, LLC 0.12% Reduce -6.0% 10,799 $1.1M
Dale Q Rice Investment Management Ltd 0.58% Reduce -2.3% 10,774 $1.1M
KWB Wealth 0.13% Add +0.4% 9,707 $1.1M
Oxford Financial Group, LTD. LLC 0.08% Reduce -4.0% 10,633 $1.1M
Intrinsic Value Partners, LLC 1.10% Add +13.9% 10,626 $1.1M
Ascentis Independent Advisors 0.22% Reduce -5.4% 10,613 $1.1M
Brio Consultants, LLC 0.17% Reduce -40.6% 10,572 $1.1M
White Knight Strategic Wealth Advisors, LLC 1.02% Reduce -67.3% 10,558 $1.1M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -0.4% 10,484 $1.1M
Ti-Trust, Inc. 0.73% No change 10,468 $1.1M
Richards, Merrill & Peterson, Inc. 0.57% Add +17.9% 10,433 $1.1M
Blue Trust, Inc. 0.01% Reduce -1.7% 10,423 $1.1M
Summit Investment Advisory Services, LLC 0.53% Reduce -3.2% 10,407 $1.1M
Fisher Asset Management 0.00% Add +36.8% 10,381 $1.1M
AssuredPartners Investment Advisors, LLC 0.21% Add +3.2% 10,343 $1.1M
Index Fund Advisors, Inc. 0.07% Reduce -11.8% 10,261 $1.1M
Ascentis Wealth Management, LLC 0.34% Add +125.5% 10,177 $1.1M
BlueChip Wealth Advisors LLC 0.52% No change 10,179 $1.1M
Sovereign Financial Group, Inc. 0.24% Reduce -1.3% 10,175 $1.1M
Maltin Wealth Management, Inc. 0.50% Reduce -2.3% 10,173 $1.1M
James Investment Research, Inc. 0.13% Reduce -0.8% 10,151 $1.1M
Kraft, Davis & Associates, LLC 0.34% Reduce -26.6% 10,958 $1.1M
Peak Planning Group, LLC 0.44% Reduce -11.2% 10,114 $1.1M
Lansing Street Advisors 0.35% Reduce -15.0% 10,049 $1.1M
Pasadena Private Wealth, LLC 0.20% No change 10,000 $1.0M
Moneco Advisors, LLC 0.11% Reduce -0.2% 9,989 $1.0M
Klingenstein Fields & Co. LP 0.04% Add +6.1% 9,981 $1.0M
Virtue Capital Management, LLC 0.12% New 9,967 $1.0M
Riverchase Wealth Management, LLC 0.73% No change 9,975 $1.0M
Hardin Capital Partners, LLC 0.64% Add +1.0% 9,974 $1.0M
Cassaday & Co Wealth Management LLC 0.03% Add +11.5% 9,969 $1.0M
Pinnacle Wealth Management Group, Inc. 0.72% Add +5.1% 9,933 $1.0M
Port Capital LLC 0.05% Add +3.3% 9,925 $1.0M
Broadview Financial Management, LLC 0.77% Add +2.0% 9,925 $1.0M
PBMares Wealth Management LLC 0.21% Reduce -4.5% 9,850 $1.0M
Opinicus Capital, Inc. 0.91% Reduce -1.5% 9,847 $1.0M
Farnam Financial LLC 1.04% Add +5.2% 9,832 $1.0M
CHB Investment Group, LLC 0.54% Reduce -6.3% 9,799 $1.0M
Factorial Partners, LLC 0.63% Add +19.5% 9,800 $1.0M
Bearing Point Capital, LLC 0.22% No change 9,795 $1.0M
Alpha Omega Wealth Management LLC 0.20% Add +2.3% 9,792 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.48% Reduce -6.4% 9,524 $1.0M
Global Financial Private Client, LLC 0.39% Reduce -7.3% 9,735 $1.0M
Jump Financial, LLC 0.02% New 9,720 $1.0M
Oliver Luxxe Assets LLC 0.19% Reduce -1.0% 9,682 $1.0M
Forte Asset Management LLC 0.51% Reduce -43.9% 9,663 $1.0M
First Foundation Advisors 0.04% Reduce -3.2% 9,636 $1.0M
Fairvoy Private Wealth, LLC 0.28% Reduce -71.3% 9,605 $1.0M
Tompkins Financial Corp. 0.10% Add +6.2% 9,599 $1.0M
Wealth Dimensions Group, Ltd. 0.24% Add +0.1% 9,591 $1.0M
Axis Wealth Partners, LLC 0.74% New 9,584 $1.0M
Townsend Asset Management Corp. /NC/ 0.39% Add +0.7% 9,583 $1.0M
Baker Ellis Asset Management LLC 0.14% Add +19.5% 9,561 $1000K
Riverpoint Wealth Management Holdings, LLC 0.26% Add +15.4% 9,531 $997K
Court Place Advisors, LLC 0.33% Add +0.9% 9,498 $993K
Landing Point Financial Group, LLC 0.75% Reduce -84.6% 9,495 $993K
Coordinated Financial Services, Inc. 0.77% — 9,487 $992K
IFC Advisors LLC 0.21% Reduce -3.2% 9,485 $992K
EverSource Wealth Advisors, LLC 0.05% Reduce -31.5% 9,464 $990K
FourThought Financial Partners, LLC 0.10% Add +69.2% 9,450 $988K
Legacy Financial Group LLC 0.15% Reduce -0.4% 9,445 $988K
Hughes Financial Services, LLC 0.19% Add +383.7% 9,422 $987K
Ipswich Investment Management Co., Inc. 0.24% Add +3.9% 9,428 $986K
Princeton Global Asset Management LLC 0.20% Reduce -3.4% 9,408 $984K
Larson Financial Group LLC 0.05% Reduce -51.0% 9,405 $984K
Better Money Decisions, LLC 0.66% Add +7.9% 9,398 $983K
Ade, LLC 0.56% Add +1.1% 9,366 $979K
Lincoln Capital LLC 0.20% Add +2.1% 10,108 $977K
QRG Capital Management, Inc. 0.01% Reduce -9.6% 9,322 $975K
Aviance Capital Partners, LLC 0.14% Reduce -0.8% 9,316 $974K
Pacific Center for Financial Services 0.26% Reduce -15.1% 9,302 $973K
Severin Investments, LLC 0.97% Reduce -56.5% 9,296 $972K
Argentarii, LLC 0.48% No change 9,250 $967K
SWF LLC 0.27% New 9,244 $967K
Cosner Financial Group, LLC 0.59% New 9,122 $961K
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -2.8% 9,170 $959K
Chandler Asset Management, Inc. 0.18% No change 9,150 $957K
Birchcreek Wealth Management, LLC 0.60% Reduce -11.0% 9,143 $956K
XY Planning Network, Inc. 0.63% Reduce -52.7% 9,066 $948K
Vontobel Holding Ltd. 0.00% Reduce -6.4% 9,025 $944K
Tandem Investment Partners LLC 0.93% Reduce -5.7% 9,020 $943K
International Assets Investment Management, LLC 0.08% Reduce -24.5% 9,019 $943K
Creative Financial Designs Inc. 0.08% Reduce -17.0% 9,012 $942K
Westmount Partners, LLC 0.29% Reduce -4.8% 9,011 $942K
PGIM Custom Harvest LLC 0.02% Add +15.4% 9,011 $942K
Fiduciary Advisors, Inc. 0.93% Reduce -2.5% 9,001 $941K
GeoWealth Management, LLC 0.04% Add +0.8% 8,991 $940K
Keystone Financial Group, Inc. 0.66% Reduce -10.2% 9,209 $936K
Guardian Wealth Advisors, LLC / NC 0.07% Add +1.0% 8,948 $936K
Allegheny Financial Group 0.24% Add +21.9% 8,884 $929K
PCG Asset Management, LLC 0.87% Add +16.3% 8,880 $929K
Three Seasons Wealth, LLC 0.46% Reduce -6.6% 8,866 $927K
Sovran Advisors, LLC 0.12% Reduce -7.7% 9,606 $925K
Aprio Wealth Management, LLC 0.12% Add +257.8% 8,844 $925K
Roundview Capital LLC 0.07% Reduce -2.2% 8,836 $924K
Black Swift Group, LLC 0.21% Reduce -82.8% 8,794 $920K
Berkshire Asset Management LLC 0.04% Add +5.7% 8,864 $919K
Evoke Wealth, LLC 0.02% No change 8,783 $918K
Objective Capital Management, LLC 1.17% Reduce -59.3% 8,777 $918K
Signaturefd, LLC 0.02% Reduce -58.5% 8,744 $914K
Pacific Sun Financial Corp 0.52% Add +0.7% 8,743 $914K
Centurion Wealth Management LLC 0.28% No change 7,888 $909K
Sonata Capital Group Inc. 0.39% No change 8,661 $906K
Zions Bancorporation, National Association 0.06% — 8,663 $906K
Bragg Financial Advisors, Inc 0.04% Reduce -11.7% 8,660 $906K
Evolution Wealth Advisors, LLC 0.15% Add +12.9% 8,624 $902K
Cannell & Spears LLC 0.02% Reduce -2.5% 8,603 $900K
Key Financial Inc 0.20% Add +2.0% 8,573 $897K
Linscomb Wealth, Inc. 0.04% Reduce -0.3% 8,565 $896K
Cornerstone Planning Group LLC 0.21% Reduce -6.2% 9,142 $895K
Texas Bank & Trust Co 0.38% Add +1.7% 8,547 $894K
Probity Advisors, Inc. 0.17% Reduce -4.1% 8,468 $885K
Destiny Capital Corp 0.60% Reduce -38.0% 8,443 $883K
DF Dent & Co. Inc. 0.01% New 8,436 $882K
Donor Advised Charitable Giving, Inc. 0.03% Add +21.6% 8,413 $880K
Marks Group Wealth Management, Inc 0.08% Add +0.6% 8,411 $880K
HRC Wealth Management, LLC 0.55% Reduce -17.2% 8,407 $879K
49 Wealth Management, LLC 0.11% Add +11.6% 8,393 $878K
KMT Wealth Management, LLC 0.60% Add +30.5% 8,383 $877K
Fiduciary Financial Group, LLC 0.19% Add +5.4% 9,299 $876K
Bank Ozk 0.36% Reduce -15.5% 8,363 $875K
Moisand Fitzgerald Tamayo, LLC 0.12% Reduce -6.9% 8,334 $871K
Strategies Wealth Advisors, LLC 0.11% Reduce -2.9% 8,333 $871K
ORG Partners LLC 0.22% Reduce -55.7% 8,319 $871K
Prospect Financial Services LLC 0.48% Reduce -18.6% 8,326 $871K
Legacy Capital Wealth Partners, LLC 0.21% Add +14.0% 16,353 $871K
Colton Groome Financial Advisors, LLC 0.34% Add +108.6% 8,691 $870K
Estate Counselors, LLC 0.09% Reduce -80.0% 8,317 $870K
Grant/GrossMendelsohn, LLC 0.48% Reduce -15.4% 8,619 $864K
MFA Wealth Services 0.71% Reduce -11.9% 8,239 $862K
Orion Capital Management LLC 0.36% Reduce -0.4% 8,231 $861K
Mainstream Capital Management LLC 0.68% Reduce -37.6% 8,212 $859K
Corundum Group, Inc. 0.41% Add +3.1% 8,208 $858K
NWF Advisory Services Inc. 0.12% Add +16.5% 8,204 $858K
Edgemoor Investment Advisors, Inc. 0.08% Reduce -25.3% 8,174 $855K
Trivium Point Advisory, LLC 0.11% Reduce -10.5% 8,162 $853K
American Capital Advisory, LLC 0.46% Reduce -29.5% 8,137 $851K
Fort Washington Investment Advisors Inc. 0.01% Reduce -7.7% 8,022 $839K
180 Wealth Advisors, LLC 0.13% Reduce -0.5% 8,018 $838K
Indiana Trust & Investment Management Co 0.30% Add +2.9% 7,986 $835K
Vannoy Advisory Group, Inc. 0.62% Add +1.1% 7,963 $833K
Bright Futures Wealth Management, LLC. 0.92% Reduce -0.7% 8,768 $828K
Marex Group Ltd 0.02% Add +53.6% 7,908 $827K
Advisors Capital Management, LLC 0.01% Reduce -6.4% 7,896 $826K
Clarity Capital Partners LLC 0.33% Reduce -10.1% 7,889 $825K
Wooster Corthell Wealth Management, Inc. 0.17% Reduce -0.3% 7,886 $825K
Shepherd Financial Partners LLC 0.10% Add +31.8% 7,885 $825K
Fortune Financial Advisors, LLC 0.71% Reduce -2.6% 7,866 $823K
Midwest Capital Advisors, LLC 0.50% Reduce -26.9% 7,827 $818K
Finward Bancorp 0.71% Reduce -0.2% 7,808 $816K
Cardiff Park Advisors, LLC 0.08% Add +0.2% 7,804 $816K
David J Yvars Group 0.64% Reduce -10.5% 7,803 $816K
Tufton Capital Management 0.16% Add +5.5% 7,798 $815K
National Wealth Management Group, LLC 0.54% Add +5.0% 7,793 $815K
Boston Trust Walden Corp 0.01% Reduce -9.9% 7,773 $813K
Hohimer Wealth Management, LLC 0.16% No change 7,718 $807K
TD Capital Management LLC 0.08% Add +0.1% 7,683 $803K
BIP Wealth, LLC 0.05% Add +2.5% 7,673 $802K
MV Capital Management, Inc. 0.09% Reduce -7.3% 7,657 $801K
S&T Bank 0.26% Reduce -2.6% 7,638 $799K
Kennebec Savings Bank 0.84% Reduce -0.1% 7,635 $798K
First Bancorp, Inc 0.52% No change 7,614 $796K
Commonwealth Financial Services, LLC 0.16% Add +19.0% 7,608 $796K
Brookmont Capital Management 0.45% Reduce -4.0% 7,606 $795K
Matauro, LLC 0.16% Reduce -23.4% 7,585 $793K
Victrix Investment Advisors 0.42% New 7,583 $793K
Sageworth Trust Co of South Dakota 0.95% Add +0.4% 7,560 $791K
Beacon Financial Advisory LLC 0.24% Add +33.4% 7,552 $790K
Horizons Wealth Management 0.60% No change 7,547 $789K
L.M. Kohn & Company 0.21% Add +10.7% 7,547 $789K
Keyvantage Wealth, LLC 0.38% Reduce -67.1% 7,518 $786K
Greenhouse Wealth Management, LLC 0.59% Add +0.3% 7,507 $785K
Transatlantique Private Wealth LLC 0.31% No change 7,500 $784K
Lauer Wealth, LLC 0.61% Add +1.3% 7,768 $783K
Bradley Foster & Sargent Inc. 0.01% Reduce -6.8% 7,490 $783K
Inman Jager Wealth Management, LLC 0.59% Reduce -2.3% 7,477 $782K
Sound Financial Strategies Group, LLC 0.70% Add +115.9% 7,473 $781K
SC&H Financial Advisors, Inc. 0.15% Add +0.1% 7,448 $779K
Centricity Wealth Management, LLC 0.71% Add +3.5% 7,433 $777K
Financial Partners Group, LLC 0.34% Reduce -6.9% 7,420 $776K
Capasso Planning Partners LLC 0.32% Reduce -33.7% 7,410 $775K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -2.6% 7,395 $773K
Ignite Planners, LLC 0.15% Add +8.9% 7,665 $772K
Steel Grove Capital Advisors, LLC 0.12% Add +13.6% 7,364 $770K
Vertex Planning Partners, LLC 0.17% Reduce -3.1% 7,336 $767K
Sensible Money, LLC 0.33% Add +0.0% 7,313 $765K
Russell Investments Group, Ltd. 0.00% Add +3.8% 7,266 $760K
Plante Moran Financial Advisors, LLC 0.07% Add +3.7% 7,241 $757K
Acorn Wealth Advisors, LLC 0.31% Reduce -14.0% 7,187 $752K
White Lighthouse Investment Management Inc. 0.13% Reduce -2.7% 6,364 $750K
CWA Asset Management Group, LLC 0.04% Add +153.4% 7,151 $748K
Fiduciary Management Inc. 0.01% Reduce -46.1% 7,135 $746K
Security National Bank 0.14% Add +2.3% 7,078 $740K
Insight Advisors, LLC/ PA 0.13% Reduce -0.8% 7,070 $739K
Barrett & Company, Inc. 0.32% Reduce -0.2% 7,070 $739K
Westwood Holdings Group Inc. 0.01% Reduce -16.1% 7,068 $739K
AdvisorNet Financial, Inc 0.05% Reduce -15.7% 7,049 $737K
Cooper Financial Group 0.10% Add +6.8% 7,048 $737K
Talon Private Wealth, LLC 0.10% Reduce -19.5% 7,046 $737K
Stokes Capital Advisors, LLC 0.19% Add +3.3% 7,024 $735K
Waters Parkerson & Co., LLC 0.04% No change 7,016 $734K
Teamwork Financial Advisors, LLC 0.10% Reduce -94.2% 6,992 $731K
Marshall Financial Group, LLC 0.16% Reduce -4.5% 6,991 $731K
BKM Wealth Management, LLC 0.30% Reduce -2.9% 6,989 $731K
Balance Wealth Partners LLC 0.47% — 6,959 $728K
Bestgate Wealth Advisors, LLC 1.51% Reduce -21.6% 6,957 $727K
Kondo Wealth Advisors, Inc. 0.36% No change 6,956 $727K
Credit Industriel Et Commercial 0.16% New 6,944 $726K
TL Private Wealth 0.36% Add +3.2% 8,018 $726K
Opulen Financial Group LLC 0.66% Add +2.2% 6,928 $724K
Invesco Ltd. 0.00% Add +2.8% 6,918 $723K
Equita Financial Network, Inc. 0.25% Add +98.8% 6,914 $723K
Wealth Effects LLC 0.30% Reduce -1.0% 6,896 $721K
Tru Independence Asset Management 2, LLC 0.54% Add +69.1% 6,764 $718K
Helium Advisors LLC 0.52% Reduce -13.0% 6,815 $713K
Sound View Wealth Advisors Group, LLC 0.06% Add +6.0% 6,813 $712K
Cape Investment Advisory, Inc. 0.28% Add +28.8% 6,813 $712K
M.E. Allison & Co., Inc. 0.70% Add +0.3% 6,807 $712K
Antonelli Financial Advisors, LLC 0.57% Reduce -82.7% 6,790 $710K
LVM Capital Management Ltd. 0.08% Reduce -0.7% 6,753 $706K
Sweeney & Michel, LLC 0.31% — 7,773 $704K
Carson Advisory Inc. 0.47% Reduce -3.3% 6,710 $702K
PAX Financial Group, LLC 0.12% Reduce -4.0% 6,707 $701K
Perritt Capital Management Inc 0.39% Add +0.3% 6,703 $701K
City National Bank of Florida 0.63% Reduce -5.3% 6,691 $700K
Mma Asset Management LLC 0.29% Add +3.0% 6,688 $699K
Integral Investment Advisors, Inc. 0.22% Add +13.8% 6,685 $699K
Armstrong Advisory Group, Inc. 0.06% No change 6,062 $699K
Sather Financial Group Inc 0.05% Reduce -0.4% 6,670 $697K
Thompson Investment Management, Inc. 0.10% Add +3.1% 6,665 $697K
Moneywise, Inc. 0.37% Reduce -70.2% 6,655 $696K
Empirical Asset Management, LLC 0.24% Reduce -97.7% 6,622 $692K
Tranquilli Financial Advisor LLC 0.44% Add +17.3% 6,611 $691K
Outlook Wealth Advisors, LLC 0.19% Reduce -1.0% 6,608 $691K
Pioneer Trust Bank N A 0.18% No change 6,600 $690K
Souders Financial Advisors 0.10% Reduce -82.6% 6,597 $690K
Strategic Financial Concepts, LLC 0.13% Add +8.0% 6,596 $690K
Optivise Advisory Services LLC 0.39% Add +2.4% 6,582 $688K
Emprise Bank 0.37% Reduce -1.0% 6,580 $688K
Stelac Advisory Services LLC 0.28% Reduce -25.5% 6,561 $686K
Yukon Wealth Management, Inc. 0.28% — 6,558 $686K
Credit Agricole S A 0.00% New 6,557 $686K
WealthBridge Capital Management, LLC 0.19% Reduce -5.0% 6,547 $685K
Henrickson Nauta Wealth Advisors, Inc. 0.28% No change 7,265 $685K
Pallas Capital Advisors LLC 0.03% Reduce -10.6% 6,539 $684K
Kovack Advisors, Inc. 0.07% Reduce -4.8% 6,527 $683K
First Heartland Consultants, Inc. 0.07% Reduce -3.7% 6,511 $681K
Swmg, LLC 0.27% Reduce -77.0% 6,819 $681K
Lincoln Capital Corp. 0.28% No change 6,472 $677K
Brown, Lisle/Cummings, Inc. 0.20% No change 6,440 $673K
Total Wealth Planning, LLC 0.10% Reduce -0.6% 6,418 $671K
Procyon Advisors, LLC 0.04% Add +53.0% 6,414 $671K
American Institute for Advanced Investment Management, LLP 0.51% Add +8.2% 6,410 $670K
Gradient Capital Advisors, LLC 0.22% Add +0.0% 6,404 $670K
Bowman & Co S.C. 0.33% Add +16.4% 6,386 $668K
Insight Wealth Strategies, LLC 0.09% Reduce -94.0% 6,367 $666K
Jordan Park Group LLC 0.05% Reduce -41.6% 6,325 $661K
Advisory Alpha, LLC 0.02% Add +10.8% 6,314 $660K
Seven Post Investment Office LP 0.25% No change 6,298 $659K
Glass Jacobson Investment Advisors llc 0.22% No change 5,702 $657K
Professional Financial Advisors, LLC 0.17% Reduce -2.8% 6,269 $656K
Ledyard National Bank 0.06% Reduce -0.9% 6,248 $653K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 6,240 $653K
PTM Wealth Management, LLC 0.69% — 7,196 $652K
Clearbridge Investments, LLC 0.00% Add +5.6% 6,220 $650K
Ardent Capital Management, Inc. 0.28% Reduce -19.0% 6,196 $648K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.26% Reduce -23.0% 6,192 $647K
GGM Financial LLC 0.44% Reduce -1.1% 6,190 $647K
Wilkins Miller Wealth Management, LLC 0.49% Add +36.5% 6,187 $647K
White Pine Capital LLC 0.22% Reduce -1.5% 6,148 $643K
Dupree Financial Group, LLC 0.28% Reduce -1.1% 6,148 $643K
Tennessee Valley Asset Management Partners 0.10% Add +10.3% 6,141 $642K
Flywheel Private Wealth LLC 0.59% Reduce -8.4% 6,138 $642K
Horan Capital Advisors, LLC. 0.22% Add +5.8% 6,133 $641K
Philadelphia Trust Co. 0.05% No change 6,124 $640K
Blue Barn Wealth, LLC 0.33% Add +1.6% 6,118 $640K
Creekside Partners 0.33% Add +0.1% 6,107 $639K
Washington Trust Advisors, Inc. 0.06% Reduce -0.1% 6,102 $638K
Kraft Asset Management, LLC 0.58% Reduce -13.6% 6,092 $637K
Truepoint, Inc. 0.02% Reduce -0.2% 6,075 $635K
Fortress Private Ledger, LLC 0.35% Add +11.7% 6,070 $635K
Roberts Financial Services LLC 0.12% Add +3.3% 6,067 $634K
ETF Store, Inc. 0.78% Add +15.8% 6,059 $634K
Sierra Summit Advisors LLC 0.14% Reduce -55.4% 6,056 $633K
Droms Strauss Advisors Inc. /Mo/ 0.22% Add +0.1% 6,035 $631K
HFG Advisors, Inc. 0.54% No change 6,017 $629K
Kingsman Wealth Management, Inc. 0.46% — 5,986 $626K
Ameriflex Group, Inc. 0.26% Reduce -5.7% 5,979 $625K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.3% 5,976 $625K
SteelPeak Wealth, LLC 0.03% Reduce -0.1% 5,973 $625K
Crews Bank & Trust 0.11% Reduce -8.2% 5,971 $624K
Firestone Capital Management 0.16% Reduce -6.6% 5,962 $623K
Gemmer Asset Management LLC 0.06% Reduce -1.9% 5,961 $623K
Brightwater Advisory LLC 0.49% No change 5,958 $623K
Hillcrest Wealth Advisors - NY, LLC 0.31% No change 5,950 $622K
Wealth Group Ltd 0.18% Reduce -3.9% 5,940 $621K
FMB Wealth Management 0.34% Reduce -0.2% 5,936 $621K
Elios Financial Group Inc. 0.31% Add +0.0% 5,931 $620K
Motive Wealth Advisors 0.33% Reduce -13.2% 5,903 $617K
First National Bank & Trust Co. of Newtown 0.13% Add +0.3% 5,883 $615K
McNaughton Wealth Management, LLC 0.30% Add +0.0% 5,877 $615K
Formidable Asset Management, LLC 0.10% Add +3.2% 5,859 $613K
Capital Planning Advisors, LLC 0.09% Reduce -0.1% 5,845 $611K
Seeds Investor LLC 0.17% Reduce -10.3% 5,834 $610K
Sterling Capital Management LLC 0.01% Add +2.6% 5,823 $609K
Kearns & Associates LLC 0.39% No change 5,808 $607K
McRae Capital Management Inc. 0.13% Add +1.2% 5,805 $607K
Willow Creek Wealth Management Inc. 0.06% Reduce -3.7% 5,805 $607K
17 Capital Partners, LLC 0.39% Add +17.0% 5,804 $607K
Lazari Capital Management, Inc. 0.25% Add +3.5% 5,804 $607K
McIlrath & Eck, LLC 0.07% Reduce -11.5% 5,787 $605K
Powell Investment Advisors, LLC 0.30% Add +19.9% 5,784 $605K
Advanced Asset Management Advisors Inc 0.17% No change 5,781 $605K
Bouchey Financial Group, Ltd. 0.05% Reduce -9.7% 5,779 $604K
WealthPLAN Partners, LLC 0.08% Add +24.5% 5,760 $602K
Meridian Wealth Advisors, LLC 0.10% Reduce -10.1% 5,744 $601K
True Link Financial Advisors, LLC 0.04% Add +33.8% 5,732 $599K
Tsfg, LLC 0.12% Add +1.8% 5,731 $599K
Sendero Wealth Management, LLC 0.08% No change 5,670 $593K
Trust Point Inc. 0.05% Reduce -2.1% 5,657 $592K
Deutsche Bank AG 0.00% Reduce -1.0% 5,641 $590K
CIBC Asset Management Inc 0.00% No change 5,634 $589K
Confluence Wealth Services, Inc. 0.04% Reduce -19.0% 5,990 $586K
S.E.E.D. Planning Group LLC 0.20% Add +1.1% 5,596 $585K
Exchange Bank 0.47% Add +4.0% 5,592 $585K
Rainey & Randall Wealth Advisors Inc. 0.11% Add +0.2% 5,590 $585K
Clare Market Investments LLC 0.15% Reduce -3.4% 5,586 $584K
Gilman Hill Asset Management, LLC 0.10% Reduce -1.8% 5,571 $583K
American Investment Services, Inc. 0.10% Reduce -1.8% 5,570 $582K
Nilsine Partners, LLC 0.06% Add +7.0% 5,568 $582K
Silverlake Wealth Management LLC 0.22% Reduce -1.5% 5,557 $581K
Janney Capital Management LLC 0.04% Reduce -2.9% 5,556 $581K
W Advisors, LLC 0.36% Reduce -0.7% 5,546 $580K
Asset Allocation & Management Company, LLC 0.29% No change 5,541 $579K
Arlington Trust Co LLC 0.12% Add +8.9% 5,532 $578K
First National Advisers, LLC 0.09% Add +0.7% 5,529 $578K
CNB Bank 0.29% Add +3.8% 5,496 $575K
SP Asset Management LLC 0.05% Add +0.0% 5,489 $574K
Founders Financial Alliance, LLC 0.14% Add +16.8% 5,487 $574K
Great Diamond Partners, LLC 0.16% Reduce -11.4% 5,475 $573K
BSW Wealth Partners 0.09% Add +10.8% 5,466 $572K
Astoria Portfolio Advisors LLC. 0.19% New 5,834 $571K
Alta Wealth Advisors LLC 0.26% Reduce -6.7% 5,459 $571K
Family Manage LLC 0.09% No change 5,459 $571K
Apollon Financial, LLC 0.14% Add +5.3% 5,446 $569K
Cherry Tree Wealth Management, LLC 0.14% No change 5,429 $568K
Watershed Private Wealth LLC 0.23% Reduce -6.4% 5,412 $566K
Ridgeline Wealth Planning, LLC 0.56% Reduce -3.3% 5,411 $566K
Salem Investment Counselors Inc. 0.02% Add +13.0% 5,397 $564K
Archford Capital Strategies, LLC 0.08% New 5,394 $564K
Nicolet Bankshares Inc. 0.11% Add +0.3% 5,392 $564K
Liberty Wealth Management LLC 0.11% Reduce -8.4% 5,384 $563K
Hoxton Planning & Management, LLC 0.21% Add +0.8% 5,383 $563K
InvesTrust 0.15% No change 5,381 $563K
Northstar Advisory Group, LLC 0.37% Reduce -33.1% 5,375 $562K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -5.0% 5,350 $561K
Alhambra Investment Management LLC 0.29% Add +0.1% 5,351 $560K
Kathleen S. Wright Associates Inc. 0.23% Add +0.9% 5,329 $557K
Modus Advisors, LLC 0.18% Add +0.3% 5,308 $555K
Lion Street Advisors, LLC 0.18% Reduce -2.7% 5,279 $552K
Brandywine Oak Private Wealth LLC 0.05% Reduce -1.2% 5,271 $551K
Horizon Family Wealth, Inc. 0.37% Reduce -8.9% 5,265 $551K
Vanguard Personalized Indexing Management, LLC 0.01% Add +127.5% 5,263 $550K
Medallion Wealth Advisors, LLC 0.25% Reduce -0.9% 5,236 $550K
Sfm, LLC 0.40% Reduce -14.1% 5,249 $549K
Titan Global Capital Management USA LLC 0.11% Add +118.6% 5,245 $548K
Trexquant Investment LP 0.01% New 5,241 $548K
Kickstand Ventures, Llc. 0.14% Reduce -93.7% 5,241 $548K
Somerset Trust Co 0.19% Reduce -1.0% 5,226 $546K
Strategic Financial Planning, Inc. 0.38% No change 5,220 $546K
Haverford Financial Services, Inc. 0.17% No change 5,210 $545K
3Chopt Investment Partners, LLC 0.14% New 5,204 $544K
Sunpointe, LLC 0.29% Reduce -2.3% 5,183 $542K
Capital City Trust Co. 0.15% Add +17.3% 5,179 $542K
Trueblood Wealth Management, LLC 0.25% Add +21.0% 5,175 $541K
Main Street Financial Solutions, LLC 0.05% Reduce -18.3% 5,144 $538K
Global Trust Asset Management, LLC 0.33% Reduce -88.1% 5,138 $537K
Correct Capital Wealth Management 0.11% Reduce -0.0% 5,136 $537K
Financial Freedom, LLC 0.31% Reduce -31.7% 5,132 $537K
Studio Investment Management LLC 0.11% Add +4.8% 5,131 $537K
Camarda Financial Advisors, LLC 0.24% Add +23.0% 5,122 $536K
Root Financial Partners, LLC 0.06% Reduce -22.4% 5,119 $535K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.14% No change 5,102 $534K
FreeGulliver LLC 0.27% Add +7.7% 5,098 $533K
Main Street Group, LTD 0.23% Add +3.3% 5,080 $531K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -11.1% 5,416 $530K
Davidson Kahn Capital Management, LLC 0.41% Add +5.7% 5,040 $527K
Allstate Corp. 0.02% New 5,000 $523K
Ballentine Capital Advisors, Inc 0.26% No change 4,992 $522K
Live Oak Private Wealth LLC 0.08% Add +0.3% 4,971 $520K
Fermata Advisors, LLC 0.09% Add +26.9% 4,958 $518K
Vista Capital Partners, Inc. 0.06% No change 4,956 $518K
Uptick Partners, LLC 0.17% Add +0.6% 4,935 $516K
Loudon Investment Management, LLC 0.29% Add +0.5% 4,910 $513K
Grant Private Wealth Management Inc 0.55% Add +2.1% 4,898 $512K
IMS Capital Management 0.26% Reduce -15.1% 4,860 $508K
ARS Investment Partners, LLC 0.05% No change 4,379 $505K
WMG Financial Advisors, LLC 0.21% No change 4,809 $503K
Financial Perspectives, Inc 0.17% Add +4.5% 4,808 $503K
Market Street Wealth Management Advisors LLC 0.09% Reduce -5.8% 4,801 $502K
Postrock Partners LLC 0.25% No change 4,800 $502K
Doliver Advisors, LP 0.14% Add +5.0% 4,799 $502K
Lakeridge Wealth Management LLC 0.25% Reduce -16.8% 4,795 $501K
Bordeaux Wealth Advisors LLC 0.09% No change 4,779 $500K
Aegis Wealth Management LLC 0.29% New 4,770 $499K
Costello Asset Management, INC 0.20% Reduce -3.3% 4,765 $498K
Wells Financial Advisors INC 0.68% No change 4,751 $497K
Debussy Capital Management LP 0.08% Add +1.4% 4,749 $497K
North Star Investment Management Corp. 0.04% Reduce -12.0% 4,747 $496K
Smith Anglin Financial, LLC 0.05% Reduce -13.5% 4,744 $496K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -5.2% 4,741 $496K
Maia Wealth LLC 0.11% Reduce -4.6% 5,136 $495K
Signal Advisors Wealth, LLC 0.05% Reduce -6.5% 4,737 $495K
Argent Advisors, Inc. 0.17% Reduce -1.2% 4,724 $494K
Upper Left Wealth Management, LLC 0.35% Add +52.3% 4,703 $492K
Charter Oak Capital Management, LLC 0.05% Add +0.6% 4,702 $492K
DKM Wealth Management, Inc. 0.48% Reduce -3.2% 4,686 $490K
Beacon Bank & Trust 0.12% Reduce -0.5% 4,680 $489K
Peddock Capital Advisors, LLC 0.12% Add +13.6% 4,666 $488K
Ruggaard & Associates LLC 0.21% Reduce -0.2% 4,665 $488K
Sierra Capital LLC 0.06% No change 4,652 $486K
Quattro Financial Advisors LLC 0.17% Reduce -95.7% 4,644 $486K
Running Point Capital Advisors, LLC 0.15% Reduce -1.2% 4,640 $485K
Parkside Investments, LLC 0.07% Reduce -8.3% 4,636 $485K
waypoint wealth counsel 0.30% New 4,621 $483K
Aries Wealth Management 0.13% Add +88.2% 4,603 $481K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $481K
Banque Pictet & Cie SA 0.01% No change 4,599 $481K
Whalerock Point Partners, LLC 0.12% Add +3.3% 4,598 $481K
GW Henssler & Associates Ltd. 0.03% Reduce -6.3% 4,588 $480K
Clear Harbor Asset Management, LLC 0.04% Add +38.8% 4,582 $479K
Clark Asset Management, LLC 0.08% Add +88.9% 4,578 $479K
Financial Council, LLC 0.26% No change 4,573 $478K
Pinnacle Financial Group, LLC / IL 0.17% Add +0.1% 4,550 $476K
Adams Wealth Management 0.09% Add +9.3% 4,543 $475K
CacheTech Inc. 0.09% Add +9.3% 4,543 $475K
Bonfire Financial 0.44% Add +0.0% 4,514 $472K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -4.0% 4,510 $472K
BigSur Wealth Management LLC 0.13% No change 4,500 $471K
Primoris Wealth Advisors, LLC 0.36% Reduce -2.7% 4,500 $471K
Thomasville National Bank 0.03% Reduce -2.3% 4,499 $470K
Clear Point Advisors Inc. 0.42% Reduce -5.4% 4,498 $470K
Finley Financial, LLC 0.26% Reduce -3.3% 4,660 $470K
Jackson Hole Capital Partners, LLC 0.09% Reduce -3.2% 4,493 $470K
Courage Miller Partners, LLC 0.16% Reduce -5.3% 4,489 $469K
S.A. Mason LLC 0.25% Add +11.6% 4,478 $468K
Traveka Wealth, LLC 0.26% Reduce -17.0% 4,468 $467K
HRT Financial LP 0.00% New 4,474 $467K
GenTrust, LLC 0.02% Reduce -53.4% 4,450 $465K
Cyndeo Wealth Partners, LLC 0.03% Reduce -59.9% 4,449 $465K
Howard Capital Management Group, LLC 0.04% No change 4,449 $465K
Johnson Bixby & Associates, LLC 0.07% Reduce -15.5% 4,432 $463K
Keeley-Teton Advisors, LLC 0.06% Add +4.7% 4,426 $463K
BLKBRD Asset Management, LP 0.56% New 4,418 $462K
Truvestments Capital LLC 0.10% Reduce -1.0% 4,416 $462K
JGP Wealth Management, LLC 0.06% Reduce -16.4% 4,408 $461K
Triad Wealth Partners, LLC 0.14% Reduce -48.1% 4,402 $460K
JB Capital LLC 0.03% Reduce -12.0% 4,394 $459K
Nabity-Jensen Investment Management Inc 0.36% No change 4,380 $458K
FC Advisory LLC 0.15% Add +1.9% 4,326 $452K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 4,320 $452K
Appleton Partners Inc. 0.03% Reduce -3.1% 4,300 $450K
Allie Family Office LLC 0.25% Add +6.0% 4,293 $449K
BTC Capital Management, Inc. 0.04% Reduce -6.3% 4,280 $448K
Melfa Wealth Management, Inc. 0.30% Reduce -3.0% 4,264 $446K
Sage Rhino Capital LLC 0.10% No change 4,249 $444K
Future You Wealth LLC 0.28% Add +71.6% 4,241 $443K
Stage Harbor Financial, LLC 0.38% No change 4,238 $443K
Pine Haven Investment Counsel, Inc 0.37% No change 4,230 $442K
Orange Investment Advisors, Inc. 0.05% Reduce -0.0% 4,218 $441K
Jefferies Financial Group Inc. 0.01% Reduce -92.0% 4,198 $439K
Kooman & Associates 0.16% Add +3.7% 4,187 $438K
Stonehaven Wealth & Tax Solutions, LLC 0.46% Add +29.4% 4,185 $438K
Invenio Wealth Partners LLC 0.18% Reduce -0.6% 4,182 $437K
Lantz Financial LLC 0.12% Add +6.1% 4,180 $437K
Shared Vision Wealth Group LLC 0.24% Add +2.4% 4,180 $437K
Orgel Wealth Management, LLC 0.01% Reduce -2.7% 4,165 $436K
Dagco, Inc. 0.14% Reduce -1.6% 4,163 $435K
Kwmg, LLC 0.04% Reduce -36.0% 4,151 $434K
Foster Group, Inc. 0.02% Reduce -12.7% 4,136 $433K
Stokes Family Office, LLC 0.05% Reduce -2.6% 4,131 $432K
Blue Bell Private Wealth Management, LLC 0.08% Add +15.0% 4,127 $432K
Apriem Advisors 0.05% Reduce -19.5% 4,125 $431K
Marquette Associates, Inc. 0.43% Reduce -78.2% 4,111 $430K
Willner & Heller, LLC 0.40% Reduce -0.1% 4,110 $430K
Altus Wealth Group LLC 0.20% Add +0.7% 4,102 $429K
Adero Partners, LLC 0.03% No change 4,101 $429K
TFB Advisors LLC 0.12% Reduce -11.6% 4,070 $426K
BlueStem Wealth Partners, LLC 0.06% Reduce -22.0% 4,057 $424K
Leisure Capital Management 0.17% No change 4,051 $424K
Safeguard Financial, LLC 0.09% Reduce -2.2% 4,038 $422K
Wingate Wealth Advisors, Inc. 0.49% Reduce -22.8% 4,035 $422K
PSI Advisors, LLC 0.14% Reduce -17.8% 4,033 $422K
Guyasuta Investment Advisors Inc. 0.03% Add +5.5% 4,029 $421K
Mosaic Financial Group, LLC 0.34% Add +0.1% 4,030 $421K
Gouws Capital LLC 0.28% New 4,025 $421K
First PREMIER Bank 0.11% Reduce -5.1% 4,013 $420K
Plum Street Advisors, LLC 0.20% No change 4,012 $420K
Weaver Capital Management LLC 0.11% No change 4,011 $419K
Milestone Asset Management, LLC 0.09% Reduce -72.1% 4,009 $419K
Cypress Capital Group 0.05% Reduce -2.1% 4,001 $418K
Lam Group, Inc. 0.31% No change 4,000 $418K
Duncker Streett & Co. Inc. 0.08% Add +1.5% 3,984 $417K
Ballast, Inc. 0.12% Reduce -7.0% 3,977 $416K
Keystone Wealth Services, LLC 0.11% Reduce -7.0% 3,943 $412K
Koss-Olinger Consulting, LLC 0.03% New 3,935 $411K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Reduce -13.4% 4,250 $410K
TruWealth Advisors, LLC 0.02% No change 3,917 $410K
Aufman Associates Inc 0.28% Add +0.2% 3,915 $409K
Ironwood Investment Counsel, LLC 0.07% Add +0.1% 3,914 $409K
Washington Trust Bank 0.04% No change 3,912 $409K
Alexander Randolph Advisory, Inc. 0.40% Reduce -9.9% 3,890 $407K
Atlas Private Wealth Advisors 0.06% Add +95.6% 3,888 $407K
Tassel Capital Management, Inc. 0.35% Add +0.5% 3,881 $406K
Mitchell Capital Management Co. 0.08% Reduce -10.5% 3,872 $405K
Spectrum Wealth Counsel, LLC 0.05% Reduce -85.0% 3,856 $403K
LifeSteps Financial, Inc. 0.33% Reduce -0.7% 3,845 $402K
Novare Capital Management LLC 0.03% Reduce -66.4% 3,816 $399K
ARS Wealth Advisors Group, LLC 0.06% Add +1.4% 3,809 $398K
Alerus Financial NA 0.03% No change 3,797 $397K
Client 1ST Advisory Group, LLC 0.15% Add +0.5% 3,779 $395K
Redmond Asset Management, LLC 0.10% Add +0.7% 3,769 $394K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 3,761 $393K
Penobscot Wealth Management 0.17% Add +12.2% 3,756 $393K
CVFG LLC 0.36% Reduce -7.3% 3,754 $393K
T. Rowe Price Associates Inc. 0.00% No change 3,724 $390K
First Trust Advisors LP 0.00% Add +1.1% 3,727 $390K
Bank of New Hampshire 0.10% No change 3,727 $390K
F&V Capital Management, LLC 0.10% Reduce -9.8% 3,720 $389K
Cascade Financial Partners, LLC 0.05% Reduce -0.3% 3,717 $389K
Garner Asset Management Corp 0.17% Reduce -13.6% 3,712 $388K
CFM Wealth Partners LLC 0.07% Add +4.2% 3,701 $387K
Cove Private Wealth, LLC 0.21% Add +48.3% 3,685 $385K
Ashford Advisors, LLC 0.10% New 3,685 $385K
Sentinel Trust Co. Lba 0.05% No change 3,672 $384K
TCI Wealth Advisors, Inc. 0.03% Add +24.0% 3,667 $383K
Crux Wealth Advisors 0.20% Reduce -0.7% 3,661 $383K
KCM Investment Advisors LLC 0.01% Add +2.6% 3,656 $382K
GDS Wealth Management 0.03% Add +2.9% 3,649 $382K
Private Capital Management, LLC 0.04% Add +99.8% 3,639 $381K
NCM Capital Management, LLC 0.17% No change 3,637 $380K
Hanson & Doremus Investment Management 0.06% Add +7.8% 3,633 $380K
High Probability Advisors, LLC 0.06% Reduce -2.2% 3,626 $379K
Juncture Wealth Strategies, LLC 0.15% Reduce -0.6% 3,623 $379K
TCP Asset Management, LLC 0.08% No change 3,612 $378K
M1 Capital Management LLC 0.24% Reduce -11.2% 3,612 $378K
DT Investment Partners, LLC 0.04% Reduce -43.7% 3,607 $377K
Octavia Wealth Advisors, LLC 0.05% Add +0.3% 3,606 $377K
Sentry LLC 0.07% Add +18.1% 3,604 $377K
Elgethun Capital Management 0.08% Add +171.5% 3,595 $376K
Carbahal Olsen Financial Services Group, LLC 0.36% Add +1.1% 3,594 $376K
Dentgroup LLC 0.28% Reduce -8.0% 3,586 $375K
Forte Capital LLC 0.04% Add +10.6% 3,584 $375K
Transform Wealth, LLC 0.02% Reduce -16.6% 3,583 $375K
Patton Albertson Miller Group, LLC 0.06% Reduce -5.3% 3,572 $374K
Buttonwood Financial Advisors Inc. 0.16% Reduce -11.6% 3,565 $373K
LexAurum Advisors, LLC 0.07% Add +0.2% 3,564 $373K
West Michigan Advisors, LLC 0.12% Reduce -9.9% 3,553 $372K
Bedel Financial Consulting, Inc. 0.05% Reduce -40.5% 3,640 $370K
Ausdal Financial Partners, Inc. 0.03% Add +24.3% 3,533 $369K
Wiser Advisor Group LLC 0.54% Reduce -2.6% 3,522 $368K
Hirtle & Co., LLC 0.02% Add +3.8% 3,516 $368K
Private Management Group Inc. 0.01% Add +1.0% 3,504 $366K
Nautilus Advisors LLC 0.30% No change 3,490 $365K
Rf&l Wealth Management, LLC 0.26% No change 3,484 $364K
Howard Wealth Management, LLC 0.20% Reduce -1.9% 3,479 $364K
Hartford Financial Management Inc. 0.08% Reduce -1.6% 3,478 $364K
Winthrop Advisory Group LLC 0.04% Add +1.4% 3,477 $364K
Arax Advisory Partners 0.02% Add +7.5% 3,475 $363K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Reduce -3.8% 3,466 $363K
CGN Advisors LLC 0.04% Add +2.4% 3,462 $362K
Invst, LLC 0.05% Add +10.1% 3,454 $361K
Mycio Wealth Partners, LLC 0.09% Add +0.3% 3,450 $361K
SIMA Wealth Partners, LLC 0.30% Reduce -10.3% 3,443 $360K
Diversified Enterprises, LLC 0.03% Add +32.6% 3,439 $360K
Cypress Wealth Services, LLC 0.07% Reduce -33.9% 3,434 $359K
Clarendon Private LLC 0.38% Add +0.3% 3,430 $359K
Petra Financial Advisors Inc. 0.29% Reduce -2.0% 3,426 $358K
Alpha Cubed Investments, LLC 0.02% Reduce -7.9% 3,424 $358K
Greystone Financial Group, LLC 0.06% Reduce -46.2% 3,420 $358K
Bensler, LLC 0.04% Reduce -18.7% 3,419 $358K
WoodTrust Financial Corp 0.05% Reduce -21.2% 3,417 $357K
Strive Asset Management, LLC 0.25% Reduce -30.8% 3,413 $357K
Nadler Financial Group, Inc. 0.04% No change 3,406 $356K
Henderson Brothers Financial Partners, LLC 0.18% — 2,963 $356K
KFG Wealth Management, LLC 0.06% Add +4.1% 3,402 $356K
Vermillion Wealth Management, Inc. 0.11% Reduce -6.1% 3,402 $356K
Rossby Financial, LCC 0.15% Add +15.8% 3,560 $355K
Elevatus Welath Management 0.20% Add +0.0% 3,397 $355K
Foundry Financial Group, Inc. 0.22% Reduce -26.0% 3,395 $355K
Poehling Capital Management, INC. 0.09% No change 3,393 $355K
Independent Wealth Network Inc. 0.14% Reduce -1.3% 3,391 $355K
Investment Partners Asset Management, Inc. 0.28% Add +8.7% 3,383 $354K
Private Wealth Management Group, LLC 0.13% Add +0.3% 3,363 $352K
High Falls Advisors, Inc 0.08% Reduce -3.3% 3,358 $351K
Daymark Wealth Partners, LLC 0.02% Add +0.1% 3,357 $351K
Davidson Investment Advisors 0.02% Reduce -14.4% 3,350 $350K
Concord Wealth Partners 0.06% Reduce -3.2% 3,321 $347K
Sage Capital Management, LLC 0.19% Add +0.1% 3,311 $346K
Dunhill Financial, LLC 0.16% Reduce -4.7% 3,308 $346K
Peloton Wealth Strategists 0.15% Add +3.9% 3,299 $345K
Foster & Motley Inc. 0.02% Reduce -1.2% 3,295 $345K
Portland Financial Advisors Inc 0.88% Reduce -11.4% 3,298 $345K
Everett Harris & Co. 0.00% No change 3,294 $344K
Tableaux LLC 0.25% Reduce -3.8% 3,275 $342K
RMR Capital Management, LLC 0.25% No change 3,273 $342K
William Howard & Co Financial Advisors Inc 0.32% Add +0.0% 3,271 $342K
Frank, Rimerman Advisors LLC 0.03% No change 3,263 $341K
Highland Capital Management, LLC 0.02% Reduce -4.6% 3,261 $341K
Segment Wealth Management, LLC 0.02% No change 3,254 $340K
Fairview Capital Investment Management, LLC 0.02% No change 3,254 $340K
Oarsman Capital, Inc. 0.06% Reduce -0.6% 3,237 $338K
FSA Advisors, Inc. 0.27% New 3,224 $337K
Trademark Financial Management, LLC 0.26% Reduce -22.4% 3,207 $335K
Bath Savings Trust Co 0.03% Add +73.1% 3,193 $334K
Stonebridge Capital Advisors LLC 0.03% Reduce -19.8% 3,184 $333K
Seelaus Asset Management LLC 0.32% Reduce -12.8% 3,177 $332K
Prasad Wealth Partners, LLC 0.11% Add +0.3% 3,172 $332K
Heritage Trust Co 0.04% No change 3,168 $331K
Total Clarity Wealth Management, Inc. 0.11% No change 2,874 $331K
Arbor Wealth Advisors LLC 0.30% No change 3,164 $331K
GM Advisory Group, LLC 0.02% Add +10.3% 3,162 $331K
Northside Capital Management, LLC 0.05% No change 3,158 $330K
Castle Wealth Management LLC 0.13% Reduce -0.3% 3,157 $330K
Patten Group, Inc. 0.08% Reduce -0.4% 3,151 $330K
Rothschild Capital Partners, LLC 0.09% Reduce -22.7% 3,149 $329K
Tucker Asset Management LLC 0.11% Add +4.2% 3,147 $329K
Vident Advisory, LLC 0.00% Reduce -67.6% 3,144 $329K
Collective Family Office LLC 0.09% Reduce -10.7% 3,144 $329K
Trust Co 0.04% Reduce -31.0% 3,117 $326K
Aspen Wealth Management LLC 0.09% Reduce -0.7% 3,116 $326K
Balboa Wealth Partners 0.08% Add +7.3% 3,112 $325K
Archvest Wealth Advisors, Inc. 0.27% Reduce -12.0% 3,112 $325K
IAG Wealth Partners, LLC 0.05% No change 3,107 $325K
Activest Wealth Management 0.09% Reduce -20.2% 3,103 $324K
Pegasus Asset Management, Inc. 0.13% Reduce -1.6% 3,100 $324K
Horizon Investment Services, LLC 0.16% No change 3,093 $323K
Avaii Wealth Management, LLC 0.17% Add +18.4% 3,091 $323K
Sterling Investment Management, LLC 0.23% Reduce -3.9% 3,089 $323K
Fortitude Advisory Group L.L.C. 0.23% Reduce -0.3% 3,386 $323K
Woodmont Investment Counsel LLC 0.02% Add +4.3% 3,081 $322K
Strategic Equity Management 0.14% Reduce -87.3% 3,079 $322K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -16.3% 3,065 $321K
Oxinas Partners, LLC 0.19% No change 3,061 $320K
Clarity Wealth Advisors, LLC 0.09% No change 3,060 $320K
Vestmark Advisory Solutions, Inc. 0.01% New 3,060 $320K
Callan Capital, LLC 0.02% No change 3,055 $319K
Mayport, LLC 0.09% Add +10.2% 3,054 $319K
Garden State Investment Advisory Services LLC 0.10% Reduce -0.2% 3,034 $318K
Wallace Advisory Group, LLC 0.22% No change 2,740 $316K
Great Lakes Advisors, LLC 0.00% Add +29.1% 3,016 $315K
Chokshi & Queen Wealth Advisors, Inc 0.21% Reduce -29.5% 3,014 $315K
Fund Evaluation Group, LLC 0.01% Add +0.3% 3,007 $314K
Southland Equity Partners LLC 0.07% Reduce -0.6% 3,005 $314K
Consilio Wealth Advisors, LLC 0.13% Reduce -96.6% 2,996 $314K
Selway Asset Management 0.13% No change 3,000 $314K
Canandaigua National Bank & Trust Co. 0.03% Reduce -8.3% 2,998 $314K
Sand Hill Global Advisors, LLC 0.01% No change 2,995 $313K
Potomac Fund Management Inc. 0.14% Reduce -13.6% 3,316 $313K
Milestone Asset Management Group, LLC 0.28% Add +0.6% 2,992 $313K
Patten & Patten Inc. 0.02% Reduce -5.0% 2,991 $313K
Financial Advisors Network, Inc. 0.05% Add +17.0% 2,988 $312K
Diversify Wealth Management, LLC 0.02% Reduce -12.7% 3,098 $312K
Baldwin Wealth Partners LLC 0.02% Add +28.6% 2,983 $312K
Clarity Capital Advisors, LLC 0.20% Add +0.3% 2,976 $311K
Aspire Growth Partners LLC 0.28% Add +2.0% 3,057 $311K
Collaborative Wealth Managment Inc. 0.15% Add +20.0% 2,971 $311K
Prosperity Consulting Group, LLC 0.02% New 2,968 $310K
DDD Partners, LLC 0.04% Reduce -1.2% 2,959 $309K
Claris Financial LLC 0.20% No change 2,678 $308K
Heritage Family Offices, LLP 0.16% Add +0.1% 2,937 $307K
O'ROURKE & COMPANY, Inc 0.15% Reduce -4.0% 2,936 $307K
Loomis Sayles & Co. L P 0.00% Reduce -89.4% 2,936 $307K
Lifelong Wealth Advisors, Inc. 0.14% Reduce -14.7% 2,931 $307K
Synergy Investment Management, LLC 0.13% No change 2,928 $306K
Checchi Capital Advisers, LLC 0.02% No change 2,906 $304K
Pinney & Scofield, Inc. 0.22% No change 2,904 $304K
Bfsg, LLC 0.04% Reduce -1.6% 2,899 $303K
Balefire, LLC 0.10% New 2,890 $302K
Palumbo Wealth Management LLC 0.10% Add +1.4% 2,884 $302K
Insight Inv LLC 0.21% No change 2,876 $301K
Norden Group LLC 0.03% Reduce -4.0% 2,872 $300K
Soundwatch Capital LLC 0.14% Reduce -22.2% 2,858 $299K
Acorn Financial Advisory Services Inc. 0.05% Reduce -0.8% 2,857 $299K
Newport Capital Group, LLC 0.21% Reduce -0.3% 2,857 $299K
M3 Advisory Group, LLC 0.24% Add +1.2% 2,849 $298K
AA Financial Advisors, LLC 0.07% Reduce -7.9% 2,849 $298K
Murphy, Middleton, Hinkle & Parker, Inc. 0.17% No change 2,847 $298K
Capstone Financial Advisors, Inc. 0.02% Add +0.3% 2,845 $298K
Partners in Financial Planning 0.06% Reduce -0.3% 2,844 $297K
Webster Bank, N. A. 0.03% No change 2,841 $297K
Elevated Capital Advisors, LLC 0.08% Reduce -4.0% 2,810 $294K
Sheaff Brock Investment Advisors, LLC 0.03% Add +34.4% 2,803 $293K
Epiq Partners, LLC 0.16% No change 2,800 $293K
Brookwood Investment Group LLC 0.05% — 2,800 $293K
Eaton Financial Holdings Company, LLC 0.12% Add +0.1% 2,798 $293K
Sanders Morris Harris LLC 0.05% Add +7.5% 2,795 $292K
ArborFi Advisors, LLC 0.29% Add +2.3% 2,794 $292K
Wilshire Advisors LLC 0.92% Add +2.2% 27,920 $292K
Foguth Wealth Management, LLC. 0.07% Add +17.1% 2,788 $292K
Glassman Wealth Services 0.05% Reduce -12.6% 2,784 $291K
Legacy Financial Advisors, Inc. 0.05% Reduce -18.4% 2,777 $290K
Institute for Wealth Management, LLC. 0.04% Reduce -1.7% 2,775 $290K
Bluespring Wealth Management, LLC 0.03% Add +2.4% 2,775 $290K
Rothschild Investment LLC 0.02% Add +1.4% 2,773 $290K
Wealth Quarterback LLC 0.16% Reduce -20.6% 2,773 $290K
Vantage Point Financial LLC 0.15% Reduce -10.9% 2,767 $289K
Fairman Group, LLC 0.27% Reduce -8.8% 2,289 $289K
Ground Swell Capital, LLC 0.68% New 2,764 $289K
Members Wealth LLC 0.22% Add +13.5% 2,744 $287K
Gerber, LLC 0.24% No change 2,740 $287K
Bond & Devick Financial Network, Inc. 0.10% No change 2,734 $286K
Cardinal Point Capital Management ULC 0.03% New 2,734 $286K
LMG Wealth Partners, LLC 0.06% Add +3.7% 2,733 $286K
Blodgett Wealth Advisors, LLC 0.24% No change 2,720 $284K
Chancellor Financial Group WB LP 0.23% Reduce -1.1% 2,703 $283K
Paragon Capital Management LLC 0.16% Reduce -5.5% 2,703 $283K
Dopkins Wealth Management, LLC 0.14% No change 2,701 $282K
Trail Ridge Investment Advisors, LLC 0.15% Reduce -16.4% 2,699 $282K
Revisor Wealth Management LLC 0.13% New 2,693 $282K
Infinity Wealth Counsel, LLC 0.30% No change 2,677 $280K
Synergy Asset Management, LLC 0.04% Reduce -78.1% 2,675 $280K
LongView Wealth Management 0.08% Reduce -12.3% 2,673 $280K
Stephen J. Garry & Associates, LLC 0.26% No change 2,667 $279K
Stiles Financial Services Inc 0.11% Add +1.4% 2,665 $279K
Core Wealth Partners LLC 0.16% No change 2,664 $279K
Parkside Advisors LLC 0.07% No change 2,664 $279K
Weaver Consulting Group 0.08% Add +8.5% 2,655 $278K
Quartz Partners, LLC 0.17% No change 2,650 $277K
Inspire Trust Co, N.A. 0.07% Reduce -58.9% 2,643 $276K
Curtis Advisory Group, LLC 0.08% Reduce -1.2% 2,641 $276K
D L Carlson Investment Group Inc. 0.05% Add +6.2% 2,636 $276K
Atlantic Edge Private Wealth Management, LLC 0.08% Reduce -88.0% 2,627 $275K
Signet Investment Advisory Group, Inc. 0.14% No change 2,625 $274K
GPS Wealth Strategies Group, LLC 0.04% Reduce -1.3% 2,623 $274K
Radnor Capital Management, LLC 0.05% New 2,617 $274K
Facet Wealth, Inc. 0.01% Reduce -20.2% 2,677 $274K
Denver Wealth Management, Inc. 0.12% Reduce -0.1% 2,616 $274K
Kendall Capital Management 0.08% Reduce -2.2% 2,610 $273K
Peregrine Asset Advisers, Inc. 0.10% Reduce -4.7% 2,605 $272K
Paulson Wealth Management Inc. 0.08% Add +0.2% 2,592 $271K
Cim, LLC 0.04% Reduce -15.9% 2,583 $270K
Avantax Planning Partners, Inc. 0.01% Reduce -18.7% 2,567 $268K
Forum Financial Management, LP 0.00% Reduce -31.7% 2,559 $268K
Strategy Asset Managers LLC 0.06% Reduce -27.1% 2,552 $267K
ICONIQ Capital, LLC 0.00% Add +0.3% 2,544 $266K
Pollock Investment Advisors, LLC 0.21% No change 2,540 $266K
AlphaCore Capital LLC 0.02% Add +4.4% 2,534 $265K
Hollow Brook Wealth Management LLC 0.08% Reduce -41.1% 2,530 $265K
E&G Advisors, LLC 0.07% No change 2,526 $264K
Brand Asset Management Group, Inc. 0.11% No change 2,518 $263K
Kaydan Wealth Management, Inc. 0.08% Reduce -6.3% 2,518 $263K
Palo Alto Wealth Advisors, LLC 0.10% No change 2,433 $263K
Novus Advisors, LLC 0.26% Reduce -0.3% 2,502 $262K
Clayton Financial Group LLC 0.10% Reduce -1.3% 2,501 $261K
Corebridge Financial, Inc. 0.00% Reduce -67.5% 2,500 $261K
Azimuth Capital Investment Management LLC 0.01% Add +7.5% 2,494 $261K
Ifrah Financial Services, Inc. 0.07% Reduce -1.9% 2,490 $260K
Allodium Investment Consultants, LLC 0.19% Add +0.3% 2,486 $260K
GFG Capital, LLC 0.08% Reduce -0.3% 2,478 $259K
Drum Hill Capital, LLC 0.30% No change 2,465 $258K
Farmers National Bank 0.07% Add +9.9% 2,462 $257K
D.B. Root & Company, LLC 0.08% Reduce -4.8% 2,456 $257K
Almanack Investment Partners, LLC. 0.05% Reduce -79.3% 2,450 $256K
Mosaic Family Wealth Partners, LLC 0.04% Add +12.1% 2,447 $256K
True Vision MN LLC 0.15% Reduce -2.5% 2,446 $256K
Freestone Capital Holdings, LLC 0.01% Reduce -7.9% 2,429 $254K
Advus Financial Partners, LLC 0.07% Add +1.0% 2,428 $254K
Monterey Private Wealth, Inc. 0.07% Add +0.1% 2,425 $254K
New Insight Wealth Advisors 0.11% Reduce -18.6% 2,419 $253K
Werba Rubin Papier Wealth Management 0.06% Reduce -3.4% 2,419 $253K
Rosenberg Matthew Hamilton 0.06% Reduce -1.9% 2,410 $252K
Legacy PCG, LLC 0.18% No change 2,408 $252K
BCGM Wealth Management, LLC 0.08% Reduce -3.5% 2,406 $252K
Rockingstone Advisors LLC 0.11% No change 2,405 $251K
Copia Wealth Management 0.23% Add +5.0% 2,404 $251K
Cohen Klingenstein LLC 0.01% No change 2,400 $251K
Towerpoint Wealth, LLC 0.12% Add +0.5% 2,399 $251K
DDFG, Inc 0.07% Add +0.2% 2,393 $250K
Riverbend Wealth Management, LLC 0.22% Add +3.9% 2,392 $250K
Investmark Advisory Group LLC 0.12% Add +0.3% 2,392 $250K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -0.3% 2,385 $249K
Stillwater Capital Advisors, LLC 0.03% No change 2,380 $249K
TrueWealth Advisors, LLC 0.08% Add +30.7% 2,377 $249K
SFG Wealth Management, LLC. 0.12% Add +3.5% 2,373 $248K
Private Client Services, LLC 0.12% Add +13.9% 2,369 $248K
Seascape Capital Management 0.09% Reduce -12.7% 2,366 $247K
Iron Horse Wealth Management, LLC 0.08% Add +2.5% 2,358 $247K
Turning Point Benefit Group, Inc. 0.23% New 2,632 $246K
City State Bank 0.08% No change 2,343 $245K
West Bancorporation Inc. 0.17% Reduce -0.8% 2,336 $244K
LeConte Wealth Management, LLC 0.16% — 2,333 $244K
Aberdeen Wealth Management LLC 0.17% No change 2,330 $244K
Connors Investor Services Inc. 0.02% Add +9.2% 2,328 $243K
Sfmg, LLC 0.02% Add +0.2% 2,328 $243K
GLOBALT Investments LLC / GA 0.01% Reduce -37.0% 2,327 $243K
Eight 31 Financial, LLC 0.16% Add +17.3% 2,325 $243K
REDW Wealth LLC 0.09% Add +19.9% 2,325 $243K
Rollins Financial Advisors, LLC 0.04% Reduce -14.3% 2,323 $243K
Beacon Capital Management, LLC 0.03% Reduce -13.7% 2,323 $243K
Hickory Point Bank & Trust 0.21% Reduce -1.5% 2,318 $242K
Blue Zone Wealth Advisors, LLC 0.07% New 2,302 $241K
Tempus Wealth Planning, LLC 0.07% Reduce -11.4% 2,300 $241K
Pandora Wealth, Inc. 0.16% — 2,300 $241K
Horst & Graben Wealth Management LLC 0.04% Add +2.0% 2,294 $240K
Guidance Capital, Inc. 0.07% Reduce -99.0% 2,322 $239K
4J Wealth Management LLC 0.19% Reduce -3.5% 2,285 $239K
Wade Financial Advisory, Inc 0.08% Add +0.8% 2,283 $239K
Colonial River Investments, LLC 0.13% Reduce -7.0% 2,279 $238K
Augustine Asset Management Inc. 0.07% Reduce -0.8% 2,277 $238K
Signature Wealth Management Partners, LLC 0.16% Reduce -23.5% 2,277 $238K
Pacific Sage Partners, LLC 0.05% Add +8.8% 2,274 $238K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +4.7% 2,261 $236K
Gimbal Financial 0.21% No change 2,258 $236K
Voisard Asset Management Group, Inc. 0.07% Reduce -1.4% 2,250 $235K
Community Bank & Trust, Waco, Texas 0.06% No change 2,243 $235K
MY Wealth Management Inc. 0.23% No change 2,245 $235K
Patron Partners, LLC 0.13% Add +0.1% 2,240 $234K
Ascent Wealth Partners, LLC 0.03% No change 2,226 $233K
Richardson Capital Management LLC 0.14% Add +11.8% 2,221 $232K
Madrona Financial Services, LLC 0.06% Add +19.6% 2,216 $232K
Chris Bulman Inc 0.15% Reduce -3.7% 2,211 $231K
Tepp RIA, LLC 0.31% Add +0.1% 2,205 $231K
Petix & Botte Co 0.06% Reduce -3.5% 2,202 $230K
Schnieders Capital Management LLC 0.05% Reduce -7.2% 2,194 $229K
Wealth Management Associates, Inc. 0.10% Add +0.1% 2,193 $229K
Beaton Management Co. Inc. 0.12% No change 2,189 $229K
MRWM Advisors, LLC 0.16% Reduce -4.7% 2,185 $228K
Arlington Financial Advisors, LLC 0.04% New 2,179 $228K
Stanley-Laman Group, Ltd. 0.04% New 2,176 $228K
Panoramic Investment Advisors, LLC 0.15% Add +7.3% 2,172 $227K
Bernardo Wealth Planning LLC 0.05% Reduce -4.9% 2,171 $227K
Clearstead Trust, LLC 0.05% No change 2,167 $227K
Integrity Wealth Solutions LLC 0.12% Add +1.6% 2,163 $226K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -11.3% 2,162 $226K
Navis Wealth Advisors, LLC 0.22% Add +20.5% 2,153 $225K
Everhart Financial Group, Inc. 0.03% Add +2.8% 2,153 $225K
Fayez Sarofim & Co 0.00% Reduce -28.4% 2,146 $224K
Tobias Financial Advisors, Inc. 0.04% New 2,143 $224K
OneAscent Wealth Management LLC 0.10% Reduce -6.5% 2,145 $224K
SRH Advisors, LLC 0.07% No change 2,129 $223K
ICW Investment Advisors LLC 0.09% Add +0.1% 2,122 $222K
Amarillo National Bank 0.04% No change 2,121 $222K
XTX Topco Ltd 0.01% Reduce -52.2% 2,120 $222K
CPA Asset Management Group, LLC 0.10% Reduce -4.0% 2,114 $221K
Sugar Maple Asset Management, LLC 0.17% Reduce -36.2% 2,114 $221K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,110 $221K
FF Advisors,LLC 0.13% Reduce -11.3% 2,167 $221K
Clearview Wealth Advisors LLC 0.16% Add +0.1% 2,109 $221K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -12.4% 2,107 $220K
Heritage Financial Services, LLC 0.02% Reduce -19.1% 2,093 $219K
Old Second National Bank of Aurora 0.05% Add +12.4% 2,087 $218K
Kapstone Financial Advisors LLC 0.12% No change 2,085 $218K
Sierra Ocean, LLC 0.17% Reduce -11.5% 2,080 $218K
Rockbridge Investment Management, LCC 0.03% Add +0.1% 2,080 $218K
BCS Wealth Management 0.06% Reduce -4.6% 2,071 $217K
Fiduciary Wealth Partners, LLC 0.19% — 2,072 $217K
Eclectic Associates Inc. 0.06% Reduce -5.7% 2,072 $217K
PDS Planning, Inc 0.02% Reduce -8.4% 2,072 $217K
Schorn Wealth LLC 0.07% No change 2,054 $215K
MJP Associates Inc. 0.04% Add +4.3% 2,049 $214K
Zullo Investment Group, Inc. 0.09% Reduce -2.7% 2,042 $213K
Tenon Financial LLC 0.13% Add +0.3% 2,040 $213K
Reliant Investment Partners, LLC 0.22% No change 2,030 $212K
Realta Investment Advisors 0.10% Add +11.1% 2,027 $212K
Dogwood Wealth Management LLC 0.11% Add +3.4% 1,991 $208K
Hemington Wealth Management 0.03% Reduce -4.4% 1,994 $208K
Level Wealth Management LLC 0.14% Add +0.2% 1,983 $207K
Catalina Capital Group, LLC 0.14% Reduce -31.1% 1,981 $207K
Heritage Wealth Management, Inc. 0.07% Add +11.5% 1,981 $207K
Maryland Capital Advisors Inc. 0.09% No change 1,980 $207K
Magnolia Private Wealth, LLC 0.18% No change 1,979 $207K
Rodgers & Associates, LTD 0.03% New 1,976 $207K
Blue Edge Capital, LLC 0.03% Add +0.8% 1,970 $206K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 1,972 $206K
Red Door Wealth Management, LLC 0.03% Add +8.3% 1,970 $206K
Silverleafe Capital Partners, LLC 0.07% No change 1,969 $206K
Goodwin Investment Advisory 0.32% Reduce -35.5% 1,961 $205K
LM Advisors LLC 0.04% No change 1,957 $205K
Forthright Family Wealth Advisory LLC 0.14% No change 1,957 $205K
Stablepoint Partners, LLC 0.04% Add +6.1% 1,956 $205K
Cherry Creek Investment Advisors, Inc. 0.11% Add +1.4% 1,954 $204K
Western Financial Corp 0.12% Add +0.1% 1,953 $204K
Northeast Planning Associates, Inc. / NH / 0.17% Reduce -4.9% 1,950 $204K
HWG Holdings LP 0.09% Reduce -67.5% 1,948 $204K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,946 $203K
Mairs & Power Inc. 0.00% Reduce -35.3% 1,946 $203K
Morton Capital Management LLC 0.04% Reduce -13.2% 1,942 $203K
New England Private Wealth Advisors LLC 0.03% Add +0.1% 1,940 $203K
Trust Co of the South 0.04% No change 1,939 $203K
Sandbox Financial Partners, LLC 0.07% Reduce -16.7% 1,935 $202K
Fca Corp. 0.06% Add +1.2% 1,933 $202K
Gen-Wealth Partners Inc 0.08% Reduce -9.8% 1,926 $201K
ORBA Wealth Advisors, L.L.C. 0.10% Reduce -5.0% 1,915 $200K
Bogart Wealth, LLC 0.01% Add +2.1% 1,914 $200K
Flaharty Asset Management, LLC 0.03% Reduce -20.7% 1,914 $200K
LMCG Investments, LLC 0.01% Reduce -4.2% 1,914 $200K
Valued Wealth Advisors LLC 0.12% No change 1,907 $199K
Legacy Bridge, LLC 0.11% Add +14.6% 1,871 $196K
Frisco Financial Planning LLC 0.19% New 1,861 $195K
First Financial Corp. 0.09% No change 1,818 $190K
Schroder Investment Management Group 0.00% Reduce -98.7% 1,800 $188K
Manchester Capital Management LLC 0.02% No change 1,800 $188K
Investment Research & Advisory Group, Inc. 0.08% No change 1,776 $186K
Ballast Advisors LLC 0.06% Reduce -16.8% 1,738 $182K
Legacy Wealth Managment, LLC 0.13% Add +2125.6% 1,736 $182K
Independence Bank of Kentucky 0.03% Add +0.1% 1,703 $178K
Compass Planning Associates Inc 0.18% Add +22.6% 1,703 $178K
High Note Wealth, LLC 0.04% No change 1,700 $178K
Creative Capital Management Investments LLC 0.07% Add +31.4% 1,675 $175K
Topsail Wealth Management, LLC 0.04% Reduce -2.6% 1,671 $175K
GoalVest Advisory LLC 0.05% No change 1,666 $174K
Cheviot Value Management, LLC 0.02% Reduce -23.6% 1,695 $173K
Versant Capital Management, Inc 0.03% No change 1,633 $171K
one8zero8, LLC 0.04% Add +10.7% 1,553 $162K
Red Tortoise LLC 0.08% No change 1,545 $162K
Jackson, Grant Investment Advisers, Inc. 0.06% Reduce -5.3% 1,541 $161K
Darwin Wealth Management, LLC 0.05% No change 1,390 $160K
Angeles Wealth Management, LLC 0.01% No change 1,495 $156K
Islay Capital Management, LLC 0.11% Reduce -6.5% 1,486 $155K
Mowery & Schoenfeld Wealth Management, LLC 0.30% New 1,450 $152K
Wagner Wealth Management, LLC 0.04% Add +0.1% 1,435 $150K
Quent Capital, LLC 0.02% Reduce -13.5% 1,415 $148K
MGB Wealth Management, LLC 0.05% No change 1,380 $144K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -96.0% 1,358 $142K
CGC Financial Services, LLC 0.06% No change 1,348 $141K
Atwood & Palmer Inc. 0.01% No change 1,338 $140K
Kiker Wealth Management, LLC 0.09% Add +94.9% 1,329 $139K
Wealth Preservation Advisors, LLC 0.10% — 1,326 $139K
Granite Investment Partners, LLC 0.01% No change 1,270 $133K
Global Wealth Strategies & Associates 0.04% Reduce -2.3% 1,268 $133K
Optimum Investment Advisors 0.06% No change 1,229 $129K
Register Financial Advisors LLC 0.07% Reduce -1.0% 1,217 $127K
Evensky & Katz LLC 0.01% Reduce -24.5% 1,173 $123K
Brooklyn Investment Group 0.03% Add +181.3% 1,128 $118K
Logan Capital Management Inc. 0.01% Add +6.3% 1,112 $116K
Morling Financial Advisors, LLC 0.04% Reduce -1.8% 1,088 $114K
North Capital, Inc. 0.11% — 1,087 $114K
Main Management LLC 0.01% Reduce -99.5% 1,078 $113K
BankPlus Trust Department 0.04% Add +115.6% 1,078 $113K
FWL Investment Management, LLC 0.04% Reduce -3.3% 1,059 $111K
Addison Advisors LLC 0.03% No change 1,055 $110K
Annis Gardner Whiting Capital Advisors, LLC 0.05% No change 1,053 $110K
Moser Wealth Advisors, LLC 0.06% New 1,045 $109K
Lowe Wealth Advisors, LLC 0.05% No change 1,036 $108K
Ceeto Capital Group, LLC 0.04% No change 1,036 $108K
HHM Wealth Advisors, LLC 0.01% Add +8.3% 1,027 $107K
Comprehensive Financial Planning, Inc. 0.10% Add +0.2% 969 $101K
MTM Investment Management, LLC 0.04% Add +2.7% 964 $101K
Raffa Wealth Management, LLC 0.02% No change 963 $101K
Armor Investment Advisors, LLC 0.04% No change 956 $100K
Acima Private Wealth, LLC 0.04% Add +14.8% 953 $100K
Halbert Hargrove Global Advisors, LLC 0.01% No change 930 $97K
Disciplina Capital Management LLC 0.01% No change 919 $96K
Pacifica Partners Inc. 0.04% Reduce -13.3% 965 $95K
Pin Oak Investment Advisors Inc. 0.07% Reduce -17.8% 912 $95K
Evelyn Partners Investment Management (Europe) Ltd 0.04% No change 900 $94K
Piscataqua Savings Bank 0.08% No change 889 $93K
Country Trust Bank 0.00% No change 867 $91K
McClarren Financial Advisors, Inc. 0.06% New 796 $90K
Morton Brown Family Wealth, LLC 0.03% Reduce -1.1% 856 $90K
Wood Tarver Financial Group, LLC 0.03% Add +355.6% 852 $89K
Briaud Financial Planning Inc 0.03% Add +2981.5% 832 $87K
Reyes Financial Architecture, Inc. 0.06% No change 824 $86K
Lavaca Capital LLC 0.04% Reduce -78.8% 819 $86K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $82K
Wealth Advisors of Tampa Bay, LLC 0.03% New 772 $81K
Transce3nd, LLC 0.04% Reduce -24.9% 765 $80K
JDM Financial Group LLC 0.04% No change 762 $80K
Stone House Investment Management, LLC 0.02% New 759 $79K
SJS Investment Consulting Inc. 0.01% Add +67.0% 753 $79K
Wayfinding Financial, LLC 0.03% New 742 $77K
Banque Cantonale Vaudoise 0.00% — 738 $77K
NFSG Corp 0.02% Add +21.3% 723 $76K
LRI Investments, LLC 0.01% Add +224.2% 710 $74K
North Ridge Wealth Advisors, Inc. 0.05% No change 700 $73K
Hexagon Capital Partners LLC 0.01% No change 693 $72K
West Branch Capital LLC 0.02% Reduce -22.0% 690 $72K
Peoples Bank 0.05% New 677 $71K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -17.0% 650 $70K
von Borstel & Associates, Inc. 0.02% New 661 $69K
Park Square Financial Group, LLC 0.05% Reduce -51.0% 659 $69K
Collier Financial 0.06% Add +14.9% 648 $68K
Winnacle Wealth LLC 0.06% Add +9.5% 643 $67K
Beaird Harris Wealth Management, LLC 0.01% Add +32.9% 638 $67K
Mogy Joel R Investment Counsel Inc. 0.00% No change 638 $67K
Flagship Wealth Advisors, LLC 0.03% Reduce -5.7% 635 $66K
Evelyn Partners Asset Management Ltd 0.02% No change 635 $66K
Davis Capital Management 0.05% Add +3.5% 618 $65K
Nemes Rush Group LLC 0.01% Add +10.0% 615 $64K
Mill Capital Management, LLC 0.01% No change 600 $63K
Holos Integrated Wealth LLC 0.04% No change 588 $61K
SYM FINANCIAL Corp 0.01% Add +10.0% 584 $61K
FSA Wealth Management LLC 0.02% Add +374.1% 1,005 $59K
REAP Financial Group, LLC 0.01% Reduce -3.1% 559 $58K
Stephens Consulting, LLC 0.01% No change 559 $58K
Bear Mountain Capital, Inc. 0.02% Reduce -28.4% 533 $54K
Ball & Co Wealth Management Inc. 0.06% Reduce -6.4% 512 $53K
VSM Wealth Advisory, LLC 0.02% Add +7.0% 507 $53K
WealthCollab, LLC 0.03% No change 502 $52K
Winch Advisory Services, LLC 0.01% No change 496 $52K
Capital Investment Counsel, Inc 0.01% No change 496 $52K
Fairscale Capital, LLC 0.05% No change 495 $52K
Compass Financial Services Inc 0.03% Add +594.2% 479 $50K
Nalls Sherbakoff Group, LLC 0.04% — 472 $49K
Rise Advisors, LLC 0.02% Reduce -11.1% 456 $48K
Millstone Evans Group, LLC 0.03% Add +74.2% 453 $47K
Evolution Advisers, Inc. 0.02% No change 444 $46K
MPWM Advisory Solutions, LLC 0.03% Reduce -8.1% 440 $46K
Financial Network Wealth Advisors LLC 0.06% Add +3.9% 426 $45K
Windsor Advisory Group, LLC 0.06% Reduce -93.9% 425 $44K
Navigoe, LLC 0.04% Add +7.5% 403 $42K
Bellevue Asset Management, LLC 0.02% No change 400 $42K
Graney & King, LLC 0.03% Add +95.1% 398 $42K
Robinswood Financial LLC 0.01% Reduce -1.5% 383 $40K
Coston, McIsaac & Partners 0.01% Reduce -35.5% 385 $40K
Toth Financial Advisory Corp. 0.00% Reduce -3.1% 377 $39K
Murphy & Mullick Capital Management Corp 0.04% No change 350 $37K
WFA Asset Management Corp 0.02% No change 330 $36K
Pflug Koory, LLC 0.02% No change 316 $33K
Tanglewood Legacy Advisors, LLC 0.01% Reduce -33.1% 313 $33K
Northwest Capital Management Inc 0.01% No change 309 $32K
Advantage Trust Co 0.02% No change 307 $32K
Curio Wealth, LLC 0.02% Reduce -99.6% 1 $31K
Riverview Trust Co 0.03% No change 297 $31K
Ogorek Anthony Joseph /NY/ 0.01% No change 302 $31K
Sittner & Nelson, LLC 0.01% New 292 $31K
C M Bidwell & Associates Ltd. 0.02% No change 291 $30K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 290 $30K
Perkins Coie Trust Co 0.01% No change 286 $30K
Pineridge Advisors LLC 0.01% No change 283 $30K
Arcadia Investment Management Corp. 0.01% No change 280 $29K
Minot DeBlois Advisors LLC 0.03% No change 277 $29K
Mattson Financial Services, LLC 0.01% Add +46.2% 272 $28K
Hoey Investments, Inc. 0.01% New 268 $28K
N.E.W. Advisory Services LLC 0.00% New 267 $28K
Grand Wealth Management, LLC 0.02% No change 263 $27K
Front Row Advisors LLC 0.01% Add +8.5% 255 $27K
Redwood Park Advisors LLC 0.02% Add +1.2% 250 $26K
Peoples Financial Services Corp. 0.01% No change 250 $26K
Signature Resources Capital Management, LLC 0.02% Add +105.8% 249 $26K
Atlas Capital Advisors Inc. 0.00% New 249 $26K
Clarity Asset Management, Inc. 0.02% Add +28.5% 248 $26K
Evergreen Private Wealth LLC 0.01% No change 239 $25K
Founders Capital Management 0.02% No change 237 $25K
Tidemark, LLC 0.01% Reduce -31.0% 225 $24K
Headlands Technologies LLC 0.00% New 215 $22K
DecisionPoint Financial, LLC 0.01% Reduce -4.9% 214 $22K
Archer Investment Corp 0.01% No change 210 $22K
Future Financial Wealth Managment LLC 0.02% No change 210 $22K
Heritage Wealth Advisors 0.00% No change 208 $22K
Investors Research Corp 0.00% No change 204 $21K
London Co. of Virginia 0.00% Reduce -31.5% 202 $21K
Field & Main Bank 0.01% No change 200 $21K
Kings Path Partners LLC 0.01% No change 192 $20K
Stuart Chaussee & Associates, Inc. 0.00% No change 187 $20K
Financial Gravity Asset Management, Inc. 0.00% — 173 $18K
Delta Asset Management LLC 0.00% Add +212.7% 172 $18K
Game Plan Financial Advisors, LLC 0.01% Add +19.4% 154 $16K
Raleigh Capital Management Inc. 0.01% Reduce -60.0% 151 $16K
New Millennium Group LLC 0.01% Reduce -8.0% 150 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 147 $15K
Kopp Family Office, LLC 0.01% No change 141 $15K
Atala Financial Inc 0.01% No change 140 $15K
Peterson Wealth Services 0.00% Reduce -95.2% 140 $15K
Breakwater Investment Management 0.01% Reduce -2.9% 136 $14K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -2.2% 136 $14K
Cardinal Strategic Wealth Guidance 0.00% Reduce -93.5% 134 $14K
Covestor Ltd 0.01% Add +10.4% 138 $14K
Goodman Advisory Group, LLC 0.00% New 129 $13K
Tradewinds Capital Management, LLC 0.00% New 125 $13K
Frazier Financial Advisors, LLC 0.01% No change 117 $12K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -7.9% 116 $12K
Elevate Wealth Advisory, Inc. 0.01% No change 111 $12K
Your Advocates Ltd., LLP 0.00% No change 111 $12K
Tanaka Capital Management Inc. 0.03% No change 109 $11K
Spurstone Advisory Services, LLC 0.21% New 105 $11K
Cornerstone National Bank & Trust Co 0.00% No change 102 $11K
Nova Wealth Management, Inc. 0.01% Add +170.3% 100 $10K
First United Bank & Trust 0.00% Reduce -29.6% 95 $10K
Atlantic Private Wealth, LLC 0.01% No change 95 $10K
Punch & Associates Investment Management, Inc. 0.00% Add +24.0% 93 $10K
Riggs Asset Managment Co. Inc. 0.00% Reduce -69.3% 91 $10K
PFS Partners, LLC 0.00% No change 86 $9K
AllSquare Wealth Management LLC 0.01% No change 86 $9K
CarsonAllaria Wealth Management, Ltd. 0.00% Reduce -44.8% 79 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 79 $8K
1620 Investment Advisors, Inc. 0.01% Reduce -47.3% 78 $8K
Resources Management Corp. /CT/ 0.00% No change 81 $8K
WPG Advisers, LLC 0.01% No change 75 $8K
Byrne Asset Management LLC 0.01% New 68 $7K
Peachtree Investment Partners, LLC 0.00% No change 67 $7K
Hantz Financial Services, Inc. 0.00% New 64 $7K
Ruedi Wealth Management, Inc. 0.00% No change 63 $7K
Gables Capital Management Inc. 0.00% No change 60 $6K
Financial Management Professionals, Inc. 0.00% No change 55 $6K
Luminist Capital LLC 0.01% No change 50 $5K
Kozak & Associates, Inc. 0.00% No change 50 $5K
Anderson Financial Strategies, LLC 0.00% Add +100.0% 44 $5K
TOWER TRUST & INVESTMENT Co 0.00% — 40 $4K
Advyzon Investment Management, LLC 0.00% New 37 $4K
Crowley Wealth Management, Inc. 0.00% No change 34 $4K
SWAN Capital LLC 0.00% New 33 $3K
Christopher J. Hasenberg, Inc 0.00% Reduce -20.0% 32 $3K
Parkworth Wealth Management, Inc. 0.00% No change 30 $3K
Tower View Wealth Management LLC 0.00% Add +3.7% 28 $3K
Edmond DE Rothschild Holding S.A. 0.00% No change 24 $3K
Pingora Partners LLC 0.00% Reduce -94.4% 23 $2K
Highline Wealth Partners LLC 0.00% No change 20 $2K
Prudent Man Investment Management, Inc. 0.00% No change 18 $2K
Horizon Bancorp Inc. 0.00% No change 15 $2K
Promus Capital, LLC 0.00% No change 19 $2K
Mendota Financial Group, LLC 0.00% No change 18 $2K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -98.9% 17 $2K
Aventura Private Wealth, LLC 0.00% New 12 $1K
Integrity Financial Corp 0.00% New 11 $1K
1 North Wealth Services LLC 0.00% New 9 $941
Morse Asset Management, Inc 0.00% No change 8 $837
Retirement Wealth Solutions LLC 0.00% No change 2 $165
Keystone Global Partners, LLC 0.00% — 1 $105

"% 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.