iShares Core S&P Small-Cap EIJRETF

13F holders, Q2 2025 (June 30)
2,508holders −25
108new positions
125sold out
7famous investors
$109.24avg. 13F price*

At the end of Q2 2025, 2,508 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, down 25 from Q1 2025. 108 opened new positions and 125 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.5B), Bank of America Corp. ($3.5B) and Morgan Stanley ($2.0B). 7 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions108$299.4M
Exits125$653.1M

All 13F filers, Q1 2025 → Q2 2025: 20,159,336 shares bought and 38,469,505 shares sold, net −18,310,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,508 holders

Northwestern Mutual Wealth Management Co. 3.29% Add +5.8% 41,302,922 $4.5B
Bank of America Corp. 0.28% Reduce -3.1% 31,970,807 $3.5B
Morgan Stanley 0.13% Reduce -3.0% 18,135,874 $2.0B
Envestnet Asset Management Inc. 0.54% Reduce -5.6% 16,819,881 $1.8B
Wells Fargo & Company 0.40% Reduce -4.0% 16,436,847 $1.8B
FMR LLC 0.10% Reduce -19.5% 16,369,514 $1.8B
LPL Financial LLC 0.59% Add +2.3% 16,264,673 $1.8B
Raymond James Financial Inc. 0.53% Reduce -0.8% 13,964,084 $1.5B
Bank of New York Mellon Corp 0.26% Reduce -5.1% 12,427,548 $1.4B
UBS Group AG 0.23% Reduce -5.7% 10,006,675 $1.1B
Financial Engines Advisors L.L.C. 2.11% Add +10.7% 9,656,104 $1.1B
Northern Trust Corp. 0.14% Reduce -2.2% 9,419,097 $1.0B
First Command Advisory Services, Inc. 8.63% Add +2.4% 9,171,730 $1.0B
BlackRock, Inc. 0.02% Add +1.2% 8,343,443 $911.9M
PNC Financial Services Group, Inc. 0.57% Reduce -0.9% 8,024,639 $877.0M
Royal Bank of Canada 0.15% Reduce -2.8% 7,049,946 $770.5M
Goldman Sachs Group Inc. 0.11% Reduce -33.5% 6,149,440 $672.1M
Northwestern Mutual Investment Management Company, LLC 10.15% Reduce -5.9% 6,036,215 $659.7M
Ameriprise Financial Inc. 0.15% Add +2.1% 5,507,552 $601.8M
Baird Financial Group, Inc. 1.05% Reduce -3.3% 5,478,695 $598.8M
US Bancorp \de 0.69% Reduce -2.6% 5,024,941 $549.2M
Glenmede Investment Management, LP 2.77% — 5,005,104 $547.0M
Keybank National Association 1.56% Add +0.9% 3,834,308 $419.1M
Regions Financial Corp. 2.86% Add +5.6% 3,798,876 $415.2M
Cerity Partners LLC 0.73% Add +50.8% 3,754,934 $410.4M
Commonwealth Equity Services, LLC 0.54% Reduce -11.0% 3,725,028 $407.1M
Wealthspire Advisors, LLC 2.27% Reduce -4.8% 3,698,136 $404.2M
Acorns Advisers, LLC 3.14% Add +16.0% 3,347,838 $365.9M
JPMorgan Chase & Co. 0.02% Reduce -2.6% 3,209,657 $350.8M
Truist Financial Corp. 0.50% Reduce -13.3% 3,133,113 $342.4M
Cresset Asset Management, LLC 1.65% Reduce -19.1% 3,006,063 $328.5M
Provida Pension Fund Administrator 5.86% Reduce -31.5% 2,959,326 $323.4M
HighTower Advisors, LLC 0.39% Reduce -5.2% 2,849,282 $311.4M
Pathstone Holdings, LLC 1.12% Add +9.9% 2,685,764 $283.4M
Wealth Enhancement Advisory Services, LLC 0.47% Add +83.8% 2,492,515 $281.9M
Millburn Ridgefield LLC 6.26% Reduce -5.5% 2,380,295 $260.1M
Catalyst Capital Advisors LLC 5.25% Reduce -5.5% 2,380,295 $260.1M
Alesco Advisors, LLC, An ESL Co 7.42% Add +5.3% 2,361,858 $258.1M
Jones Financial Companies LLLP 0.19% Add +8.0% 2,291,692 $250.8M
Valeo Financial Advisors, LLC 6.04% Add +2.1% 2,267,439 $245.6M
Circle Wealth Management, LLC 5.10% No change 2,101,139 $229.6M
MAI Capital Management 1.54% Add +1.8% 2,026,145 $221.4M
Fifth Third Bancorp 0.75% Reduce -6.5% 1,989,900 $217.5M
Cetera Investment Advisers 0.34% Reduce -6.7% 1,855,611 $202.8M
Mariner, LLC 0.28% Reduce -0.2% 1,745,765 $190.8M
Haverford Trust Co 1.78% Reduce -0.1% 1,710,797 $187.0M
Bank of Montreal 0.09% Reduce -1.1% 1,705,168 $186.4M
Stifel Financial Corp. 0.17% Add +2.0% 1,589,570 $173.7M
Federation des caisses Desjardins du Quebec 0.76% Add +15.5% 1,576,493 $172.3M
Rockefeller Capital Management L.P. 0.35% Add +1.1% 1,459,080 $159.8M
Moneta Group Investment Advisors LLC 1.90% Add +1.7% 1,461,545 $159.7M
Modera Wealth Management, LLC 1.96% Reduce -11.8% 1,451,997 $158.7M
Bridges Investment Management Inc. 2.14% Add +1.0% 1,447,377 $158.2M
Mesirow Financial Investment Management, Inc. 3.06% Reduce -2.4% 1,435,196 $156.9M
Osaic Holdings, Inc. 0.27% Add +17.5% 1,380,060 $150.3M
Creative Planning 0.12% Reduce -6.2% 1,283,517 $140.3M
Clark Capital Management Group, Inc. 0.95% Reduce -31.1% 1,246,697 $136.3M
MML Investors Services, LLC 0.39% Add +0.0% 1,232,046 $134.7M
Allworth Financial LP 0.62% Add +2.2% 1,190,598 $130.1M
Farmers & Merchants Investments Inc. 3.58% Add +8.3% 1,124,458 $122.9M
Comerica Bank 0.48% Add +1.0% 1,122,636 $122.7M
United Capital Financial Advisors, LLC 0.99% Reduce -5.6% 1,119,971 $122.4M
Corient Private Wealth LP 0.16% Add +3.3% 1,098,551 $120.0M
Nationwide Fund Advisors 6.71% Add +4.8% 1,097,538 $119.9M
M&T Bank Corp 0.39% Reduce -8.0% 1,044,957 $114.2M
Sequoia Financial Advisors, LLC 0.77% Add +8.3% 1,028,123 $112.4M
Assetmark, Inc. 0.25% Add +0.8% 977,507 $106.8M
Avantax Advisory Services, Inc. 0.59% Add +5.4% 974,377 $106.5M
Franklin Resources Inc. 0.03% Reduce -16.7% 943,085 $103.1M
Focus Partners Wealth 0.22% Add +6.1% 935,578 $102.2M
Acropolis Investment Management, LLC 5.54% Add +0.4% 922,025 $100.8M
Brown Advisory Inc. 0.13% Add +17.1% 907,424 $99.2M
Atlantic Union Bankshares Corp 2.22% Add +7143.6% 889,517 $97.2M
State Street Corp. 0.00% Add +61.3% 865,925 $94.6M
Qube Research & Technologies Ltd 0.13% Add +264.4% 847,352 $92.6M
Members Trust Co 3.19% Reduce -3.6% 846,299 $92.5M
Beacon Investment Advisory Services, Inc. 4.06% Add +1.6% 842,155 $92.0M
Bessemer Group Inc. 0.15% Reduce -6.5% 840,922 $91.9M
Captrust Financial Advisors 0.20% Reduce -2.6% 838,783 $91.7M
NorthCoast Asset Management LLC 0.39% Reduce -0.8% 837,031 $91.5M
Destination Wealth Management 2.66% Add +4.2% 830,153 $90.7M
Connecticut Wealth Management, LLC 4.24% Reduce -17.8% 815,056 $89.1M
SPX Gestao de Recursos Ltda 8.06% Add +73.1% 787,565 $86.1M
Cambridge Investment Research Advisors, Inc. 0.26% Add +2.6% 779,866 $85.2M
Moss Adams Wealth Advisors LLC 7.55% Reduce -8.8% 760,607 $83.1M
Greenleaf Trust 0.72% Reduce -2.3% 749,930 $82.0M
SigFig Wealth Management, LLC 2.69% Add +2.8% 741,743 $81.2M
Steward Partners Investment Advisory, LLC 0.60% Add +9.0% 704,794 $77.0M
Janney Montgomery Scott LLC 0.20% Reduce -13.4% 684,007 $74.8M
Accredited Investors Inc. 4.37% Reduce -13.0% 675,782 $73.9M
Glenview Trust Co 1.27% Reduce -1.5% 673,534 $73.6M
First Interstate Bank 4.27% Reduce -0.3% 664,698 $72.6M
Citigroup Inc. 0.05% Reduce -62.5% 664,678 $72.6M
BLB&B Advisors, LLC 3.36% Reduce -2.2% 657,365 $71.8M
Whittier Trust Co. 0.86% Add +2.4% 651,841 $71.2M
Kestra Advisory Services, LLC 0.34% Reduce -17.0% 641,260 $70.1M
UMB Bank, n.a. 1.08% Reduce -13.5% 632,380 $69.1M
&partners 0.53% Add +27.4% 628,393 $68.6M
Dynasty Wealth Management, LLC 1.16% Reduce -3.9% 624,862 $68.3M
Bokf, NA 1.10% Reduce -19.7% 622,197 $68.0M
Steele Capital Management, Inc. 3.25% Reduce -19.3% 620,379 $67.8M
Ally Financial Inc. 7.63% No change 618,000 $67.5M
Teacher Retirement System of Texas 0.28% No change 617,457 $67.5M
Mission Wealth Management, LP 1.44% Add +13.4% 604,727 $66.1M
SWF LLC 7.61% Add +6382.5% 599,244 $65.5M
Bronte Capital Management Pty Ltd. 5.11% Reduce -57.2% 555,945 $65.0M
Sigma Investment Counselors Inc. 3.55% Add +3.1% 590,817 $64.6M
CI Investments Inc. 0.24% Add +3.1% 579,566 $63.3M
Synovus Financial Corp. 0.77% Add +4.0% 578,665 $63.2M
Private Advisor Group, LLC 0.34% Reduce -0.3% 570,720 $62.4M
First Business Financial Services, Inc. 5.55% Reduce -1.2% 562,741 $61.5M
St. Louis Trust Co 8.17% Add +0.3% 561,043 $61.3M
NewEdge Advisors, LLC 0.31% Reduce -3.0% 553,404 $60.5M
Sage Financial Group Inc. 4.45% Reduce -3.5% 551,124 $60.2M
Quotient Wealth Partners, LLC 1.76% Add +3.1% 548,113 $59.9M
Natixis Advisors, LLC 0.10% Reduce -1.3% 548,062 $59.9M
Full Sail Capital, LLC 3.42% Reduce -2.4% 542,357 $59.3M
Vicus Capital 4.89% Add +5.4% 538,466 $58.8M
Peapack Gladstone Financial Corp. 0.83% Reduce -5.9% 535,264 $58.5M
Klingman & Associates, LLC 3.22% Reduce -2.8% 534,526 $58.4M
Calamos Wealth Management LLC 2.49% Add +2.4% 530,638 $58.0M
Ieq Capital, LLC 0.35% Reduce -35.3% 524,527 $57.3M
Financial Advisors, LLC 10.66% Add +3.0% 523,889 $57.3M
Tiaa Trust, National Association 0.15% Reduce -1.5% 516,031 $56.4M
Equitable Holdings, Inc. 0.45% Add +3.1% 503,509 $55.0M
Legacy Wealth Management, LLC 3.37% Reduce -0.1% 495,688 $54.2M
Bangor Savings Bank 4.79% Reduce -0.1% 489,981 $53.5M
Alaska Permanent Capital Management, LLC 4.15% Add +11.8% 489,524 $53.5M
Wealth Architects, LLC 5.41% Add +3.7% 487,616 $53.3M
Farther Finance Advisors, LLC 1.05% Add +75.9% 479,548 $52.4M
Alliancebernstein L.P. 0.02% Add +2.5% 478,776 $52.3M
Brown Brothers Harriman & Co. 0.33% Add +1.6% 470,850 $51.5M
First National Trust Co 1.91% Reduce -1.1% 467,501 $51.1M
Clearstead Advisors, LLC 0.72% Reduce -9.9% 467,429 $51.1M
CW Advisors, LLC 0.49% Add +7.1% 465,815 $50.9M
Bartlett & Co. Wealth Management LLC 0.71% Add +6.1% 464,245 $50.7M
Stratos Wealth Partners, LTD. 0.68% Reduce -2.5% 457,114 $50.0M
Fiduciary Trust Co 0.61% Reduce -1.7% 452,304 $49.4M
Cahaba Wealth Management, Inc. 3.60% Reduce -5.9% 423,545 $46.3M
HCR Wealth Advisors 5.39% Add +2.3% 418,776 $45.8M
Rebalance, LLC 3.09% Add +9.4% 416,712 $45.5M
RKL Wealth Management LLC 4.00% Add +2.3% 416,197 $45.5M
Becker Capital Management Inc. 1.41% Reduce -27.1% 414,585 $45.3M
One Day In July LLC 4.01% Reduce -17.3% 405,357 $44.3M
Global Retirement Partners, LLC 1.10% — 404,890 $44.3M
Envestnet Portfolio Solutions, Inc. 0.16% Reduce -14.6% 401,840 $43.9M
Atlanta Consulting Group Advisors, LLC 12.01% Add +0.7% 401,487 $43.9M
Northwest Quadrant Wealth Management, LLC 9.76% Reduce -1.4% 400,385 $43.8M
Mercer Global Advisors Inc. 0.10% Reduce -12.7% 403,562 $43.6M
United Bank 5.21% Add +0.7% 398,159 $43.5M
Sanctuary Advisors, LLC 0.27% Reduce -11.1% 394,509 $43.1M
Conning Inc. 1.56% Reduce -0.2% 394,331 $43.1M
Balyasny Asset Management L.P. 0.10% New 393,211 $43.0M
Abound Wealth Management 11.96% Add +3.5% 387,319 $42.3M
Arrow Financial Corp 4.42% Add +0.1% 384,477 $42.0M
Trilogy Capital Inc. 2.04% Add +23.4% 384,315 $42.0M
Vision Capital Management, Inc. 5.49% Add +17.6% 382,609 $41.8M
Ally Invest Advisors Inc. 3.23% Add +8.1% 378,973 $41.4M
Arcataur Capital Management LLC 12.94% Add +0.5% 378,824 $41.4M
Johnson Investment Counsel Inc. 0.37% Add +10.4% 378,398 $41.4M
SilverOak Wealth Management LLC 7.69% Add +1.6% 374,936 $41.0M
Bank of Nova Scotia 0.08% Reduce -19.5% 364,200 $39.8M
Maple Capital Management, Inc. 2.70% Add +8.9% 360,850 $39.4M
Voya Financial Advisors, Inc. 3.97% Add +7.2% 359,749 $39.4M
New York Life Investment Management LLC 0.37% Add +1.5% 359,820 $39.3M
Chesley Taft & Associates LLC 1.74% Reduce -3.9% 356,816 $39.0M
Axxcess Wealth Management, LLC 0.93% Add +1.3% 353,432 $38.6M
Ballentine Partners, LLC 0.58% Add +0.7% 352,984 $38.6M
Capital Asset Advisory Services LLC 1.80% Add +2.5% 346,981 $38.5M
Shoker Investment Counsel, Inc. 11.98% Add +28.8% 349,797 $38.2M
Valmark Advisers, Inc. 0.53% Reduce -1.3% 348,140 $38.0M
Opus Capital Group, LLC 4.55% Reduce -4.6% 347,703 $38.0M
Stockman Wealth Management, Inc. 5.16% Add +1.5% 347,595 $38.0M
Colony Family Offices, LLC 9.82% Add +14.1% 347,393 $38.0M
IFG Advisors, LLC 6.37% Add +18.9% 347,221 $37.9M
Pine Ridge Advisers LLC 2.42% Add +0.6% 347,136 $37.9M
Planning Alternatives Ltd. 5.25% Add +3.6% 345,199 $37.7M
Painted Porch Advisors LLC 15.42% Add +3.0% 343,699 $37.6M
Nan Shan Life Insurance Co., Ltd. 0.83% No change 342,089 $37.4M
Oppenheimer & Co. Inc. 0.49% Add +6.0% 340,111 $37.2M
EP Wealth Advisors, LLC 0.24% Add +75.5% 337,113 $36.8M
Fulton Breakefield Broenniman LLC 2.46% Reduce -2.8% 333,686 $36.5M
Cape Cod Five Cents Savings Bank 3.31% No change 309,086 $36.2M
MCF Advisors LLC 2.38% Add +6.4% 328,782 $35.9M
Elk River Wealth Management LLC 6.16% Add +1.6% 327,502 $35.8M
Starr Indemnity & Liability Co 12.84% New 320,950 $35.1M
Albion Financial Group 2.29% Reduce -0.6% 320,428 $35.0M
Victory Capital Management Inc. 0.02% Add +35.4% 308,060 $33.7M
JFS Wealth Advisors, LLC 2.12% Reduce -1.5% 305,271 $33.4M
Magnus Financial Group LLC 2.94% Reduce -0.3% 305,034 $33.3M
Fifth Third Wealth Advisors LLC 1.40% Reduce -13.9% 304,645 $33.3M
Lazard Asset Management LLC 0.05% Reduce -5.9% 302,391 $33.0M
Fi3 FINANCIAL ADVISORS, LLC 11.56% Add +2.3% 293,261 $32.1M
Avidian Wealth Enterprises, LLC 1.30% Add +17.6% 292,492 $32.0M
Bleakley Financial Group, LLC 0.81% Add +63.5% 290,589 $31.8M
Graves Light Lenhart Wealth, Inc. 3.75% Add +1.7% 288,199 $31.5M
MassMutual Private Wealth & Trust, FSB 0.84% Add +7.3% 287,210 $31.4M
Frontier Asset Management, LLC 8.49% Reduce -17.9% 285,401 $31.2M
Blair William & Co. 0.09% Reduce -11.5% 285,111 $31.2M
GTS Securities LLC 1.38% New 283,015 $30.9M
Amplius Wealth Advisors, LLC 2.87% Reduce -13.9% 282,789 $30.9M
Squarepoint Ops LLC 0.07% Add +13.2% 281,665 $30.8M
First Financial Bankshares Inc 0.69% Add +15.7% 279,828 $30.6M
First Financial Bank - Trust Division 2.68% Reduce -9.2% 279,341 $30.5M
Grove Bank & Trust 3.79% Reduce -10.4% 278,355 $30.4M
Public Sector Pension Investment Board 0.13% Add +156.4% 276,499 $30.2M
Hudock, Inc. 4.82% Reduce -2.8% 274,540 $30.0M
Wallington Asset Management, LLC 4.21% Add +1.0% 273,928 $29.9M
RTD Financial Advisors, Inc. 3.83% Reduce -0.8% 273,535 $29.9M
D.A. Davidson & Co. 0.21% Add +0.9% 272,420 $29.8M
Principal Securities, Inc. 0.55% Reduce -18.2% 268,461 $29.3M
Lido Advisors, LLC 0.15% Reduce -5.3% 264,852 $28.9M
Catalyst Financial Partners LLC 3.15% Add +2.6% 263,882 $28.8M
Pinnacle Associates Ltd. 0.42% Add +0.4% 263,641 $28.8M
Financial Enhancement Group LLC 4.02% New 249,136 $28.1M
Advisory Services Network, LLC 0.45% Reduce -14.7% 253,292 $27.9M
Obsidian Cio, LLC 4.05% Reduce -14.7% 255,227 $27.9M
Hancock Whitney Corp. 0.53% Add +13.6% 252,982 $27.6M
MBL Wealth, LLC 2.63% Add +3.0% 251,359 $27.5M
Resonant Capital Advisors, LLC 1.75% Add +0.8% 250,176 $27.3M
Capital Investment Advisors, LLC 0.48% Reduce -4.9% 247,706 $27.3M
HB Wealth Management, LLC 0.22% Reduce -53.3% 248,736 $27.2M
Citizens Financial Group Inc. 0.43% Add +27.1% 245,156 $26.8M
Madison Wealth Partners, Inc 5.85% Add +13.6% 245,107 $26.8M
Oakworth Capital, Inc. 1.72% Reduce -0.1% 244,698 $26.7M
Fiera Capital Corp 0.09% Reduce -19.6% 243,190 $26.6M
Summit Financial Strategies, Inc. 2.44% Add +13.9% 241,011 $26.3M
RMR Wealth Builders 2.39% Add +6.6% 240,711 $26.3M
Birch Hill Investment Advisors LLC 1.17% Reduce -10.1% 240,394 $26.3M
Wealthcare Advisory Partners LLC 0.60% Add +19.6% 240,184 $26.2M
Single Point Partners, LLC 5.72% Reduce -3.3% 239,211 $26.1M
Graypoint LLC 1.47% Reduce -33.6% 238,040 $26.0M
Founders Financial Securities LLC 1.97% Add +9.2% 237,618 $26.0M
Savant Capital, LLC 0.19% Reduce -10.7% 237,123 $25.9M
Bar Harbor Wealth Management 1.65% Add +0.3% 235,313 $25.7M
Whittier Trust Co. of Nevada Inc. 0.58% Add +1.9% 233,242 $25.5M
Mangrove Partners Im, LLC 2.78% Add +4.3% 232,878 $25.5M
Midwest Trust Co 0.35% — 231,622 $25.3M
Headinvest, LLC 5.38% Reduce -6.6% 231,279 $25.3M
Lowe Brockenbrough & Co. Inc. 1.41% Add +5.5% 229,502 $25.1M
First Merchants Corp. 0.96% Reduce -8.5% 228,053 $24.9M
Horizon Investments, LLC 0.39% Reduce -68.9% 226,261 $24.7M
FORM Wealth Advisors, LLC 2.99% Add +20.5% 225,917 $24.7M
Round Rock Advisors LLC 4.25% Add +2.2% 225,215 $24.6M
Granite Bay Wealth Management, LLC 7.90% Add +12.6% 224,958 $24.6M
Private Wealth Asset Management, LLC 3.26% Reduce -3.1% 224,493 $24.5M
Alaska Wealth Advisors, LLC 3.51% Add +11.6% 224,363 $24.5M
Journey Advisory Group, LLC 1.91% Reduce -0.4% 223,980 $24.5M
Cedar Mountain Advisors, LLC 5.08% Add +1.7% 223,686 $24.4M
Thrivent Financial for Lutherans 0.05% Reduce -48.9% 223,535 $24.4M
ESL Trust Services, LLC 4.90% Add +9.4% 219,438 $24.0M
Capital Advisors Inc. 0.43% Add +1.8% 217,636 $23.8M
World Investment Advisors 0.54% Reduce -4.4% 215,996 $23.6M
Willis Johnson & Associates, Inc. 1.60% Add +8.5% 215,002 $23.5M
Baron Wealth Management LLC 8.28% Reduce -6.6% 213,802 $23.4M
Rehmann Capital Advisory Group 1.41% Add +0.8% 212,997 $23.3M
Curi Capital, LLC 0.44% Add +20.7% 212,258 $23.2M
Truefg, LLC 6.87% Add +4.0% 211,389 $23.1M
Smith, Moore & Co. 1.91% Reduce -0.7% 207,689 $22.7M
YHB Investment Advisors, Inc. 1.74% Add +0.1% 206,772 $22.6M
1ST Source Bank 1.25% Reduce -0.3% 206,646 $22.6M
Proathlete Wealth Management LLC 7.17% Add +5.3% 206,056 $22.5M
CJM Wealth Advisers, Ltd. 7.47% Add +0.3% 205,381 $22.4M
Oakwell Private Wealth Management, LLC 5.15% Add +12.5% 204,615 $22.4M
West Paces Advisors Inc. 4.73% Reduce -4.8% 203,391 $22.2M
Verum Partners LLC 5.11% Reduce -15.8% 202,495 $22.1M
Kelman-Lazarov, Inc. 3.58% Add +0.0% 202,401 $22.1M
Harbour Trust & Investment Management Co 2.44% Reduce -2.5% 201,910 $22.1M
C V Starr & Co. Inc. 11.38% New 200,458 $21.9M
Constellation Investments, Inc. 1.01% Reduce -1.0% 200,000 $21.9M
Navalign, LLC 5.90% Add +2.3% 195,745 $21.4M
Simmons Bank 1.52% Reduce -1.2% 195,491 $21.4M
Pinnacle Financial Partners Inc 0.45% Add +5.2% 195,087 $21.3M
Roth Financial Partners LLC 7.68% Add +6.1% 194,820 $21.3M
Pittenger & Anderson Inc. 0.77% Reduce -1.4% 193,515 $21.1M
NewEdge Wealth, LLC 0.33% Reduce -39.5% 190,715 $21.1M
Perigon Wealth Management, LLC 0.49% Add +1.2% 192,958 $21.1M
Dimension Capital Management LLC 3.30% Add +44.4% 192,433 $21.0M
Gladstone Institutional Advisory LLC 0.86% Add +1.8% 189,832 $20.7M
King Wealth Management Group 2.81% Add +0.2% 189,442 $20.7M
Sigma Planning Corp 0.62% Add +3.4% 188,932 $20.6M
Financial Management Network Inc. 3.68% Add +8.7% 181,803 $20.6M
Quadrant Capital Group LLC 0.74% Reduce -42.2% 187,756 $20.5M
O'Dell Group, LLC 5.08% Reduce -6.3% 186,450 $20.4M
Trifecta Capital Advisors, LLC 3.39% Reduce -3.2% 186,441 $20.4M
Enzi Wealth 7.45% Reduce -0.1% 180,201 $20.3M
Cornerstone Advisory, LLC 2.17% Reduce -2.9% 184,748 $20.2M
Trust Co. of Vermont 0.95% Reduce -2.5% 184,728 $20.2M
HSBC Holdings PLC 0.01% Add +0.2% 182,927 $20.0M
Harbor Group, Inc. 3.54% Reduce -6.0% 182,659 $20.0M
Crescent Grove Advisors, LLC 1.93% Reduce -1.3% 181,902 $19.9M
Iowa State Bank 3.92% Add +2.5% 179,909 $19.7M
Smithfield Trust Co 0.93% Add +3.3% 179,722 $19.6M
Fusion Family Wealth, LLC 1.66% Reduce -14.4% 179,230 $19.6M
Pinnacle Wealth Management Advisory Group, LLC 1.62% Add +3.1% 178,339 $19.5M
Lutz Financial Services LLC 1.51% Reduce -4.5% 178,244 $19.5M
Ashton Thomas Private Wealth, LLC 0.68% Reduce -29.8% 177,469 $19.4M
Yousif Capital Management, LLC 0.21% Add +3.1% 177,234 $19.4M
Apollon Wealth Management, LLC 0.38% Reduce -1.0% 176,554 $19.3M
BOK Financial Private Wealth, Inc. 1.28% Reduce -1.9% 175,962 $19.2M
Cutler Investment Counsel LLC 2.14% Add +11.7% 175,650 $19.2M
Integrated Wealth Concepts LLC 0.19% Reduce -0.0% 175,246 $19.2M
Trustees of Dartmouth College 5.35% Reduce -30.2% 174,600 $19.1M
CWS Financial Advisors, LLC 5.53% Add +1.3% 173,951 $19.0M
MainStreet Investment Advisors LLC 2.63% Reduce -6.0% 173,885 $19.0M
Summit Asset Management, LLC 3.08% Add +0.5% 173,199 $18.9M
Madison Asset Management, LLC 0.20% Reduce -19.4% 173,020 $18.9M
CoreCap Advisors, LLC 0.76% Reduce -6.2% 172,518 $18.9M
EFG Asset Management (Americas) Corp. 3.46% Add +3.7% 171,552 $18.7M
PKS Advisory Services, LLC 4.62% Add +1.4% 171,236 $18.7M
Twele Capital Management, Inc. 3.69% Add +0.7% 170,180 $18.6M
Evergreen Capital Management LLC 0.56% Add +50.5% 169,738 $18.6M
Ironwood Wealth Management, Inc. 8.75% Reduce -0.7% 165,311 $18.5M
Evergreen Advisors, LLC 4.89% Reduce -0.7% 169,036 $18.5M
New England Professional Planning Group Inc. 8.38% Add +1.1% 168,356 $18.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.31% Reduce -2.9% 167,265 $18.3M
Journey Strategic Wealth LLC 0.59% Reduce -0.2% 166,442 $18.2M
Valley Forge Investment Consultants Inc. Adv 5.82% Reduce -0.7% 166,280 $18.2M
Cambridge Capital Management, LLC 9.74% Add +4.5% 166,138 $18.2M
Fort Henry Capital, LLC 12.18% Add +2.9% 165,824 $18.1M
Baron Silver Stevens Financial Advisors, LLC 2.88% Reduce -2.2% 164,726 $18.0M
Goelzer Investment Management, Inc. 0.99% Reduce -0.1% 164,692 $18.0M
CIBC Private Wealth Group LLC 0.03% Reduce -5.8% 164,623 $18.0M
WASHINGTON TRUST Co 0.64% Add +2.4% 164,340 $18.0M
Horan Securities, Inc. 6.31% Reduce -28.3% 164,095 $17.9M
Citadel Advisors 0.02% Reduce -49.3% 163,901 $17.9M
Pure Financial Advisors, LLC 0.31% Add +489.8% 163,073 $17.8M
Ritter Daniher Financial Advisory LLC / DE 4.37% Reduce -1.5% 162,650 $17.8M
Mackenzie Financial Corp. 0.02% Add +0.6% 162,410 $17.7M
Rwa Wealth Partners, LLC 0.22% Add +37.2% 162,145 $17.7M
Legacy Financial Strategies, LLC 3.47% Add +0.7% 161,857 $17.7M
FFT Wealth Management LLC 3.45% Reduce -16.6% 158,619 $17.5M
Verus Capital Partners, LLC 1.56% Add +7.9% 160,073 $17.5M
Pathway Financial Advisors LLC 2.56% Add +45.5% 159,800 $17.5M
Caliber Wealth Management, LLC / KS 1.87% Add +235.7% 159,520 $17.4M
Chicago Partners Investment Group LLC 0.50% Reduce -0.6% 151,744 $17.3M
Transamerica Financial Advisors, LLC 1.62% Add +1.1% 157,544 $17.2M
OneDigital Investment Advisors LLC 0.19% Reduce -2.0% 157,504 $17.2M
Sagespring Wealth Partners, LLC 0.37% Reduce -19.8% 157,309 $17.2M
Courier Capital LLC 1.04% Add +5.1% 157,245 $17.2M
Atria Wealth Solutions, Inc. 0.39% Reduce -58.8% 155,077 $17.1M
SCS Capital Management LLC 0.19% Reduce -36.0% 156,171 $17.1M
Bristlecone Advisors, LLC 1.43% Add +1.9% 155,274 $17.0M
Summit Financial Wealth Advisors, LLC 3.04% Reduce -1.0% 154,837 $16.9M
Whitcomb & Hess, Inc. 4.77% Add +2.3% 154,763 $16.9M
LBMC Investment Advisors, LLC 1.20% Add +7.5% 154,292 $16.9M
Wellspring Financial Advisors, LLC 1.50% Add +0.3% 517,145 $16.8M
Conservest Capital Advisors, Inc. 1.66% Reduce -37.9% 153,343 $16.8M
Sunflower Bank, N.A. 4.23% Reduce -37.7% 153,167 $16.7M
Mullooly Asset Management, Inc. 7.02% Reduce -0.7% 153,076 $16.7M
Human Investing LLC 2.63% Add +6.3% 152,932 $16.7M
Galvin, Gaustad & Stein, LLC 1.45% Reduce -21.7% 151,768 $16.6M
Keener Financial Planning LLC 8.26% Add +25.5% 151,668 $16.6M
Bank of Stockton 4.93% Reduce -0.6% 151,410 $16.5M
NewSquare Capital LLC 1.23% Add +2.2% 154,560 $16.5M
McKinley Carter Wealth Services, Inc. 0.91% Reduce -6.3% 150,354 $16.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -92.2% 150,000 $16.4M
GFS Advisors, LLC 2.24% Add +0.6% 149,555 $16.3M
Wealthspire Retirement, LLC 1.08% Reduce -3.2% 149,159 $16.3M
Cwm, LLC 0.06% Reduce -35.8% 148,936 $16.3M
jvl associates llc 5.85% Reduce -6.4% 148,931 $16.3M
Fiducient Advisors LLC 1.98% Add +5.5% 148,270 $16.2M
FineMark National Bank & Trust 0.55% Reduce -7.5% 148,182 $16.2M
Cary Street Partners Financial LLC 0.45% Add +9.7% 147,887 $16.2M
Prime Capital Investment Advisors, LLC 0.21% Reduce -39.9% 147,130 $16.1M
Tidal Investments LLC 0.10% New 146,914 $16.1M
Paradigm, Strategies in Wealth Management, LLC 10.46% Reduce -0.2% 146,252 $16.0M
SouthState Bank Corp 0.70% Reduce -18.0% 145,531 $15.9M
Beacon Pointe Advisors, LLC 0.16% Reduce -4.7% 143,437 $15.7M
Manufacturers Life Insurance Company, The 0.01% Add +8.8% 142,111 $15.5M
Encompass Wealth Advisors, LLC 5.68% Add +4.1% 141,815 $15.5M
FSM Wealth Advisors, LLC 2.52% Add +7.3% 139,377 $15.5M
Ritholtz Wealth Management 0.34% Add +242.9% 141,729 $15.5M
Southern Capital Advisors, LLC 7.82% Add +3.7% 139,974 $15.3M
Segall Bryant & Hamill, LLC 0.21% Reduce -0.5% 139,959 $15.3M
Obsidian Personal Planning Solutions LLC 6.18% Add +3.0% 139,695 $15.3M
LGL Partners, LLC 6.77% Reduce -1.3% 137,974 $15.3M
Lodestar Private Asset Management LLC 1.75% Add +1.4% 138,701 $15.2M
TD Private Client Wealth LLC 0.37% Reduce -7.7% 138,647 $15.2M
Apexium Financial, LP 0.80% Reduce -4.4% 138,457 $15.1M
Forvis Mazars Wealth Advisors, LLC 0.33% Reduce -2.0% 138,005 $15.1M
Heck Capital Advisors, LLC 1.29% Reduce -34.2% 137,048 $15.0M
Venturi Wealth Management, LLC 0.74% Add +432.6% 137,034 $15.0M
Crewe Advisors LLC 2.11% Add +19.5% 136,696 $14.9M
Arkos Global Advisors 2.07% Add +7.5% 136,525 $14.9M
Principal Financial Group Inc. 0.01% Add +1.1% 135,564 $14.8M
Christopher J. Hasenberg, Inc 5.51% Add +423471.9% 135,543 $14.8M
State of Tennessee, Department of Treasury 0.05% No change 135,161 $14.8M
LTG Capital LLC 12.56% Add +0.7% 134,269 $14.7M
Victory Financial Group, LLC 2.33% Add +6.1% 134,202 $14.7M
Concurrent Investment Advisors, LLC 0.28% Add +5.9% 133,545 $14.6M
ProVise Management Group, LLC 1.15% Reduce -1.3% 132,728 $14.5M
Hardy Reed LLC 1.16% No change 132,434 $14.5M
BNP Paribas Financial Markets 0.01% Reduce -3.2% 131,672 $14.4M
Fiduciary Alliance LLC 1.07% Add +5.0% 130,707 $14.3M
XML Financial, LLC 1.24% Reduce -29.9% 130,199 $14.2M
Litman Gregory Wealth Management LLC 1.12% Reduce -9.3% 130,006 $14.2M
Park Avenue Securities LLC 0.13% New 129,824 $14.2M
Guidance Point Advisors, LLC 3.76% Reduce -6.4% 129,381 $14.1M
Lebenthal Global Advisors, LLC 2.64% Reduce -31.8% 129,314 $14.1M
Welch & Forbes LLC 0.18% Add +31.3% 129,280 $14.1M
Fairway Wealth LLC 4.50% Add +7.5% 128,760 $14.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.38% Reduce -3.9% 128,433 $14.0M
Money Concepts Capital Corp. 0.93% Add +9.9% 127,211 $13.9M
Burling Wealth Partners, LLC 2.57% Reduce -1.1% 127,202 $13.9M
First Bank & Trust 2.48% Add +2.5% 127,156 $13.9M
Northeast Financial Consultants Inc 0.57% Reduce -35.5% 127,042 $13.9M
Venture Visionary Partners LLC 0.52% Reduce -0.0% 126,761 $13.9M
Modern Wealth Management, LLC 0.34% Add +262.5% 126,167 $13.8M
Orion Porfolio Solutions, LLC 0.12% Reduce -6.9% 125,989 $13.8M
Centerpoint Advisors, LLC 4.66% Reduce -2.5% 125,813 $13.8M
Laurel Wealth Advisors LLC 2.05% Add +2.9% 125,617 $13.7M
Ancora Advisors LLC 0.29% Add +2.8% 125,468 $13.7M
Titleist Asset Management, LLC 1.35% Add +18.0% 124,419 $13.6M
Bailard, Inc. 0.32% Reduce -0.9% 124,073 $13.6M
Wilmington Savings Fund Society, FSB 0.24% Reduce -13.1% 124,056 $13.6M
Exchange Traded Concepts, LLC 0.17% Reduce -9.2% 123,872 $13.5M
Panoramic Capital Partners, LLC 9.28% Add +22.8% 118,303 $13.4M
Omega Financial Group, LLC 4.81% Add +3.7% 122,085 $13.3M
Liquid Strategies, LLC 2.92% Add +9.2% 122,066 $13.3M
Sageworth Trust Co 0.73% Reduce -31.6% 121,030 $13.2M
Regal Investment Advisors LLC 0.99% Reduce -2.0% 120,471 $13.2M
Flagstar Securities, Inc. 3.64% Reduce -15.8% 120,170 $13.1M
Nordwand Advisors, LLC 2.05% New 119,590 $13.1M
Neumann Capital Management, LLC 4.08% Add +0.2% 118,642 $13.0M
Dynamic Advisor Solutions LLC 0.40% Reduce -0.3% 118,315 $12.9M
Marino, Stram & Associates LLC 2.60% Reduce -8.2% 118,119 $12.9M
Argent Trust Co 0.49% Reduce -25.4% 118,117 $12.9M
Proffitt & Goodson Inc. 1.96% Reduce -8.3% 117,526 $12.8M
Investment Advisory Group, LLC 3.89% Reduce -0.1% 117,525 $12.8M
Nottingham Advisors, Inc. 1.91% Reduce -5.4% 117,512 $12.8M
Morris Financial Concepts, Inc. 5.06% Reduce -3.5% 116,714 $12.8M
Community Bank, N.A. 1.67% Reduce -0.0% 116,191 $12.7M
Heritage Investment Group, Inc. 2.19% Reduce -17.3% 116,107 $12.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -0.8% 116,000 $12.7M
Meridian Management Co. 3.38% Reduce -9.7% 112,098 $12.4M
Norris Perne & French LLP 0.86% Add +3.5% 112,922 $12.3M
Tarbox Family Office, Inc. 1.85% Add +11.5% 112,440 $12.3M
Francis Financial, Inc. 2.84% Reduce -14.3% 112,436 $12.3M
Vishria Bird Financial Group, LLC 4.08% Reduce -1.0% 112,318 $12.3M
LVW Advisors, LLC 1.37% Add +23.2% 111,682 $12.2M
Cranbrook Wealth Management, LLC 2.60% Add +6.6% 111,580 $12.2M
Common Fund for Nonprofit Organizations 1.25% Add +0.4% 110,890 $12.1M
TCI Wealth Advisors, Inc. 0.83% Add +2914.1% 110,526 $12.1M
Ameritas Advisory Services, LLC 0.63% Reduce -26.6% 109,934 $12.0M
Towercrest Capital Management 2.14% Add +10.8% 109,494 $12.0M
Prudential Financial Inc. 0.02% Add +6.3% 109,400 $12.0M
Patriot Financial Group Insurance Agency, LLC 1.37% Add +2.7% 109,378 $12.0M
Waverly Advisors, LLC 0.13% Reduce -2.7% 108,839 $11.9M
Inlight Wealth Management, LLC 6.15% Add +9.3% 134,894 $11.9M
Houlihan Financial Resource Group, Ltd. 4.91% Reduce -3.9% 107,823 $11.8M
Cim Investment Management Inc. 2.25% Reduce -50.9% 108,207 $11.8M
Econ Financial Services Corp 6.09% Add +2.5% 108,200 $11.8M
Crestwood Advisors Group, LLC 0.21% Add +8.0% 107,494 $11.7M
McGuire Investment Group, LLC 1.50% Add +3.3% 107,425 $11.7M
Presper Financial Architects, LLC 8.73% — 107,379 $11.7M
Richard W. Paul & Associates, LLC 4.24% Reduce -7.4% 107,216 $11.7M
Salomon & Ludwin, LLC 1.14% Reduce -2.5% 103,044 $11.6M
Financial Advocates Investment Management 0.95% New 105,945 $11.6M
PACK Private Wealth, LLC 6.13% Add +10.6% 105,771 $11.6M
JNBA Financial Advisors 1.11% Reduce -7.9% 105,757 $11.6M
Belpointe Asset Management LLC 0.48% Add +3.4% 105,727 $11.6M
Legal & General Group Plc 0.00% Add +5.6% 105,458 $11.5M
Kestra Private Wealth Services, LLC 0.17% Reduce -5.0% 105,329 $11.5M
Peninsula Asset Management Inc. 6.08% Add +0.5% 105,327 $11.5M
IHT Wealth Management, LLC 0.32% Add +51.5% 105,225 $11.5M
Ironwood Financial, llc 2.45% No change 109,294 $11.4M
Nestegg Advisors, Inc. 10.99% Add +0.5% 104,430 $11.4M
4Thought Financial Group Inc. 6.05% Add +29.8% 104,252 $11.4M
Riversedge Advisors, LLC 2.23% Add +61.3% 104,113 $11.4M
First Horizon Advisors, Inc. 0.30% Add +3.2% 103,999 $11.4M
Sapient Capital LLC 0.20% Add +1.3% 103,635 $11.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% Add +3.4% 101,760 $11.1M
Schneider Downs Wealth Management Advisors, LP 1.66% Add +2.1% 101,455 $11.1M
Aptus Capital Advisors, LLC 0.11% Reduce -7.2% 100,925 $11.0M
Merit Financial Group, LLC 0.12% Add +3.4% 100,713 $11.0M
Fortis Capital Advisors, LLC 1.96% Add +5.4% 100,137 $10.9M
Tortoise Investment Management, LLC 1.04% Reduce -2.3% 99,648 $10.9M
Old National Bancorp 0.19% Add +99.2% 99,281 $10.9M
Waterway Wealth Management, LLC 3.28% Add +4.8% 99,196 $10.8M
Long Run Wealth Advisors, LLC 2.27% Add +1.7% 98,987 $10.8M
Palisades Hudson Asset Management, L.P. 4.23% Add +0.0% 98,945 $10.8M
Marietta Wealth Management, LLC 1.40% Add +0.8% 98,356 $10.7M
Fifth Third Securities, Inc. 0.80% Add +3.8% 97,668 $10.7M
Gotham Asset Management 0.06% Add +0.3% 97,503 $10.7M
Embree Financial Group 1.61% Reduce -14.2% 97,487 $10.7M
Capital Analysts, LLC 0.35% Reduce -51.4% 96,924 $10.6M
Evermay Wealth Management LLC 1.30% Reduce -4.6% 96,554 $10.6M
Okabena Investment Services Inc. 2.34% Add +3.5% 96,542 $10.6M
Sprinkle Financial Consultants LLC 6.43% Reduce -8.9% 96,283 $10.5M
Asio Capital, LLC 1.74% Reduce -36.4% 95,402 $10.4M
CFO4Life Group, LLC 1.62% Reduce -0.3% 94,523 $10.3M
Condor Capital Management 0.89% Add +1.8% 94,346 $10.3M
Choreo, LLC 0.14% Reduce -3.2% 94,245 $10.3M
Summit Trail Advisors, LLC 0.18% New 94,225 $10.3M
Capital Group Private Client Services, Inc. 0.09% Add +6.1% 94,172 $10.3M
Asset Allocation Strategies LLC 2.27% Reduce -2.4% 93,907 $10.3M
IFG Advisory, LLC 0.52% Reduce -0.4% 93,781 $10.2M
JT Stratford LLC 1.55% Add +8.8% 93,427 $10.2M
Fiduciary Group, LLC 0.96% Reduce -5.4% 93,231 $10.2M
Global Strategic Investment Solutions, LLC 1.08% Reduce -4.8% 92,754 $10.1M
TFO Wealth Partners, LLC 1.78% Reduce -0.0% 92,632 $10.1M
Harbour Investments, Inc. 0.26% Reduce -2.9% 92,559 $10.1M
eCIO, Inc. 4.25% Add +6.0% 92,270 $10.1M
Canvas Wealth Advisors, LLC 1.98% Add +7.2% 89,177 $10.1M
Operose Advisors LLC 2.83% Reduce -2.8% 91,896 $10.0M
KFA Private Wealth Group, LLC 3.07% Add +0.6% 90,597 $9.9M
Global Wealth Management, LLC 5.43% Reduce -9.9% 87,477 $9.9M
Councilor Wealth, LLC 4.62% Reduce -0.3% 90,500 $9.9M
Sax Wealth Advisors, LLC 0.60% Reduce -6.1% 90,263 $9.9M
Pettinga Financial Advisors LLC 2.16% Reduce -2.0% 90,242 $9.9M
RedJay Asset Management Inc. 2.31% Add +112.3% 90,000 $9.8M
Caldwell Trust Co 0.98% Reduce -1.0% 89,816 $9.8M
Bright Financial Advisors, Inc. 5.43% Add +0.4% 89,476 $9.8M
Kingsview Wealth Management, LLC 0.17% Add +4.1% 89,156 $9.7M
IFP Advisors, Inc 0.28% Reduce -1.6% 88,835 $9.7M
Next Level Wealth Planning, LLC 6.21% Add +13.1% 88,662 $9.7M
Exchange Capital Management, Inc. 1.45% Reduce -3.1% 88,647 $9.7M
Rochester Wealth Strategies, LLC 6.94% Add +13.1% 88,491 $9.7M
Somnio Financial Group, LLC 6.92% — 88,427 $9.7M
Nations Financial Group Inc, /Ia/ 0.66% Add +4.0% 88,421 $9.7M
Shulman DeMeo Asset Management LLC 2.39% Reduce -1.5% 88,420 $9.7M
Bryant Woods Investment Advisors, LLC 4.14% Reduce -4.2% 87,826 $9.6M
Topel & Distasi Wealth Management, LLC 5.00% Add +0.7% 87,353 $9.5M
Fidelis Capital Partners, LLC 0.87% Reduce -5.0% 85,812 $9.5M
Summit Financial, LLC 0.21% Add +46.7% 86,953 $9.5M
Millennium Management 0.01% Add +64.8% 86,715 $9.5M
HighMark Wealth Management LLC 4.63% Add +1.7% 86,738 $9.5M
Howe & Rusling Inc. 0.70% Add +14.7% 86,666 $9.5M
Plan Group Financial, LLC 3.10% Reduce -11.1% 86,318 $9.4M
Equitable Trust Co. 0.47% Reduce -32.9% 86,157 $9.4M
SoundView Advisors Inc. 3.47% Add +3.1% 86,117 $9.4M
Pachira Investments Inc. 7.10% Reduce -4.4% 85,939 $9.4M
Mgo One Seven LLC 0.30% Reduce -11.2% 85,918 $9.4M
Parallel Advisors, LLC 0.19% Reduce -10.7% 84,874 $9.3M
IFS Advisors, LLC 6.98% Add +48.5% 84,393 $9.2M
Burke & Herbert Bank & Trust Co. 2.06% Reduce -0.4% 84,314 $9.2M
TCTC Holdings, LLC 0.30% Add +48.7% 84,243 $9.2M
Clifford Swan Investment Counsel LLC 0.32% Reduce -2.0% 84,140 $9.2M
Retirement Systems of Alabama 0.03% No change 83,530 $9.1M
Camden National Bank 1.30% Add +5.6% 82,714 $9.0M
Arkadios Wealth Advisors 0.27% Reduce -34.3% 82,047 $9.0M
Texas Yale Capital Corp. 0.29% Reduce -1.3% 81,647 $8.9M
First Citizens Bank & Trust Co. 0.16% Reduce -26.9% 81,268 $8.9M
Sylvest Advisors, LLC 5.11% Add +2.0% 81,192 $8.9M
Magnolia Wealth Management, LLC 5.76% Add +5.8% 80,896 $8.8M
Smith Chas P & Associates Pa Cpas 0.50% Add +0.6% 80,706 $8.8M
CCG Wealth Management, LLC 4.65% Add +7.3% 80,704 $8.8M
Ironwood Wealth Management, LLC. 3.22% Reduce -31.8% 80,662 $8.8M
Great Valley Advisor Group, Inc. 0.20% Reduce -15.8% 80,584 $8.8M
Pps&v Asset Management Consultants, Inc. 5.50% Add +8.8% 79,802 $8.7M
Ellis Investment Partners, LLC 1.68% Reduce -0.3% 79,104 $8.6M
F/m Investments LLC 0.31% Add +7.9% 79,080 $8.6M
Emergent Wealth Advisors, LLC 5.50% Add +3.2% 77,694 $8.6M
Dakota Wealth Management 0.18% Reduce -38.8% 78,641 $8.6M
Burkett Financial Services, LLC 3.09% Add +12.8% 78,564 $8.6M
Harbor Advisory Corp. 2.73% Add +3.8% 78,537 $8.6M
GHP Investment Advisors, Inc. 0.38% Reduce -0.6% 78,469 $8.6M
SVB Wealth LLC 0.46% New 78,310 $8.6M
Keel Point, LLC 0.57% Add +3.5% 78,172 $8.5M
Watts Gwilliam & Co., LLC 1.40% Reduce -1.1% 70,757 $8.5M
J.W. Cole Advisors, Inc. 0.18% Add +49.5% 77,601 $8.5M
Tectonic Advisors LLC 0.49% Add +7.0% 77,321 $8.5M
Robertson Stephens Wealth Management, LLC 0.29% Add +6.0% 77,295 $8.4M
Kure Advisory, LLC 5.59% Add +12.6% 77,185 $8.4M
Flagship Harbor Advisors, LLC 0.40% Add +31.2% 76,322 $8.3M
Callan Family Office, LLC 0.26% Add +14.1% 76,304 $8.3M
Boston Research & Management Inc. 1.99% Add +3.1% 76,260 $8.3M
Legacy Trust 2.04% Add +3.0% 76,196 $8.3M
Corecam Pte. Ltd. 4.65% Reduce -34.7% 75,600 $8.3M
DAVENPORT & Co LLC 0.05% Add +4.3% 75,410 $8.2M
Burns J W & Co. Inc. 1.00% Add +9.3% 75,345 $8.2M
CENTRAL TRUST Co 0.19% Reduce -2.2% 75,058 $8.2M
Citizens National Bank Trust Department 1.63% Reduce -1.5% 74,728 $8.2M
Ellenbecker Investment Group 1.32% Reduce -4.6% 74,590 $8.2M
Benchmark Financial Wealth Advisors, LLC 2.69% Add +1.8% 74,405 $8.1M
Holland Advisory Services, Inc. 11.83% Add +18.7% 74,144 $8.1M
Rossmore Private Capital 0.94% Reduce -2.5% 73,718 $8.1M
Strategic Blueprint, LLC 0.39% Reduce -11.8% 73,336 $8.0M
Per Stirling Capital Management, LLC. 1.04% Reduce -17.6% 73,235 $8.0M
Canal Capital Management, LLC 1.26% Add +2.6% 73,186 $8.0M
Arcadia Investment Advisors LLC 4.14% Add +4.5% 73,037 $8.0M
Certuity, LLC 0.75% Add +0.4% 72,718 $7.9M
Geneos Wealth Management Inc. 0.19% Add +22.7% 72,684 $7.9M
Richwood Investment Advisors, LLC 6.51% Add +0.9% 72,496 $7.9M
Partnership Wealth Management, LLC 6.38% Reduce -10.9% 72,076 $7.9M
Alley Investment Management Company, LLC 0.95% Add +0.1% 71,912 $7.9M
Composition Wealth, LLC 0.13% Add +233.1% 71,000 $7.8M
Matrix Private Capital Group LLC 4.56% Reduce -10.7% 70,935 $7.8M
Premier Path Wealth Partners, LLC 1.08% Add +5.3% 70,931 $7.8M
Sherman Asset Management, Inc. 6.85% Reduce 0.0% 72,877 $7.7M
Nikulski Financial, Inc. 2.11% Reduce -6.7% 70,589 $7.7M
BostonPremier Wealth LLC 4.26% Add +1.2% 70,298 $7.7M
Sard Wealth Management Group, LLC 4.72% Add +3.2% 70,116 $7.7M
Uptown Financial Advisors LLC 7.09% Add +5.2% 69,809 $7.6M
Mascoma Wealth Management LLC 1.77% Add +0.4% 69,622 $7.6M
Vectors Research Management, LLC 2.60% Reduce -0.9% 69,311 $7.6M
Benjamin Edwards Inc. 0.10% Reduce -5.0% 68,984 $7.5M
Apella Capital, LLC 0.20% Reduce -6.6% 67,682 $7.5M
Peak Financial Management, Inc. 2.14% Add +1.5% 68,803 $7.5M
Capital Investment Advisory Services, LLC 0.62% Reduce -3.3% 68,795 $7.5M
RFG Advisory, LLC 0.17% Reduce -5.0% 68,083 $7.4M
SPC Financial, Inc. 0.62% Add +11.4% 68,062 $7.4M
KMG Fiduciary Partners, LLC 0.55% Add +5.7% 67,967 $7.4M
Meridian Financial Advisors, LLC 4.79% Reduce -0.3% 67,805 $7.4M
Hiley Hunt Wealth Management 3.74% Add +3.6% 66,618 $7.4M
Aristotle Capital Boston, LLC 0.38% Add +49.3% 67,561 $7.4M
MTC Wealth Management LLC 3.53% Reduce -2.1% 67,278 $7.4M
Susquehanna International Group, LLP 0.01% Add +203.6% 66,704 $7.3M
Evernest Financial Advisors, LLC 2.35% Reduce -31.3% 66,308 $7.2M
SkyOak Wealth, LLC 1.45% Reduce -0.6% 66,027 $7.2M
Dorsey & Whitney Trust CO LLC 0.38% Reduce -8.8% 65,532 $7.2M
Prospera Financial Services Inc 0.13% Reduce -17.0% 65,443 $7.2M
Naples Global Advisors, LLC 0.61% Add +12.1% 65,120 $7.1M
American Money Management, LLC 1.25% Add +2.1% 64,923 $7.1M
Soltis Investment Advisors LLC 0.56% Add +0.1% 64,901 $7.1M
CX Institutional 0.25% Add +16.4% 64,525 $7.1M
Buck Wealth Strategies, LLC 1.07% Reduce -11.8% 64,448 $7.0M
Triangle Securities Wealth Management 1.73% Add +1.4% 64,436 $7.0M
Capitol Family Office, Inc. 9.13% Add +0.1% 64,085 $7.0M
Landmark Wealth Management, LLC 2.97% Add +3.1% 63,878 $7.0M
Serenus Wealth Advisors, LLC 1.19% Reduce -23.2% 63,857 $7.0M
Bell Investment Advisors, Inc 1.20% Reduce -5.3% 63,829 $7.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.20% Reduce -47.6% 63,646 $7.0M
May Hill Capital, LLC 2.29% Reduce -1.2% 63,598 $7.0M
TKG Advisors, LLC 3.11% Add +7.2% 63,570 $6.9M
HBK Sorce Advisory LLC 0.19% Reduce -2.3% 63,547 $6.9M
Pacific Financial Group Inc. 5.39% Reduce -6.6% 63,128 $6.9M
Moody National Bank Trust Division 0.63% No change 63,104 $6.9M
White Pine Investment CO 1.71% Reduce -1.7% 62,714 $6.9M
One Capital Management, LLC 0.24% Add +2.1% 62,685 $6.9M
Allen Investment Management, LLC 0.07% No change 62,583 $6.8M
Integrated Advisors Network LLC 0.31% Reduce -1.2% 61,989 $6.8M
Associated Banc-Corp 0.19% Reduce -2.5% 61,772 $6.8M
Choate Investment Advisors 0.15% Reduce -86.4% 61,644 $6.7M
Americana Partners, LLC 0.23% Add +2.6% 61,512 $6.7M
SummitTX Capital, L.P. 0.30% New 61,446 $6.7M
Cumberland Advisors Inc. 2.82% Reduce -9.2% 61,370 $6.7M
Bank of Hawaii 0.35% Reduce -30.9% 61,075 $6.7M
Elwood & Goetz Wealth Advisory Group, LLC 1.44% Add +4.2% 60,965 $6.7M
O'shaughnessy Asset Management, LLC 0.05% Reduce -1.3% 60,835 $6.6M
TD Waterhouse Canada Inc. 0.05% Add +10.2% 59,839 $6.6M
New World Advisors LLC 1.41% Add +0.4% 60,560 $6.6M
Cordgrass Capital Advisors, LLC 1.77% Reduce -0.6% 60,074 $6.6M
Aristides Capital LLC 2.09% No change 60,000 $6.6M
Counterweight Ventures, LLC 4.27% Add +2.3% 59,818 $6.5M
Provident Wealth Management, LLC 2.12% Add +0.8% 59,434 $6.5M
Oppenheimer Asset Management Inc. 0.07% Reduce -50.2% 59,256 $6.5M
Performa Ltd (US), LLC 1.95% Add +13.1% 59,150 $6.5M
Boston Family Office LLC 0.43% Reduce -0.7% 59,023 $6.5M
Accretive Wealth Partners, LLC 2.11% Add +1.4% 58,867 $6.4M
Park Capital Management, LLC / WI 5.93% Add +2.5% 58,620 $6.4M
Johnson Financial Group, Inc. 0.29% Add +42.5% 58,508 $6.4M
Empower Advisory Group, LLC 0.02% Reduce -70.5% 58,422 $6.4M
Sunbelt Securities, Inc. 0.56% Add +6.3% 55,208 $6.4M
CFS Investment Advisory Services, LLC 0.52% Reduce -0.1% 58,189 $6.4M
Cozad Asset Management Inc. 0.55% Reduce -4.5% 58,056 $6.3M
Atria Investments, Inc 0.07% Reduce -4.7% 57,647 $6.3M
Bigelow Investment Advisors, LLC 2.76% Add +5.9% 57,291 $6.3M
Ballew Advisors, Inc 3.71% Add +3.1% 55,210 $6.2M
Meridian Wealth Management, LLC 0.27% Reduce -2.4% 57,040 $6.2M
Etesian Wealth Advisors, Inc. 2.32% Reduce -17.4% 56,986 $6.2M
Arkansas Financial Group, Inc. 0.97% Reduce -3.2% 56,971 $6.2M
Citizens Business Bank 1.21% Reduce -8.2% 56,805 $6.2M
Boltwood Capital Management 1.75% Reduce -0.4% 56,411 $6.2M
First National Bank of Hutchinson 3.83% Reduce -1.4% 56,386 $6.2M
Beese Fulmer Investment Management, Inc. 0.46% New 55,970 $6.1M
Global Wealth Management Investment Advisory, Inc. 1.14% Reduce -23.4% 55,786 $6.1M
Stephenson & Company, Inc. 3.70% Add +5.9% 55,725 $6.1M
Csenge Advisory Group 0.32% Add +17.7% 57,703 $6.1M
Hills Bank & Trust Co 0.38% Reduce -6.3% 55,612 $6.1M
Hopwood Financial Services, Inc. 4.75% Add +3.0% 55,540 $6.1M
LYNX Capital Group Ltd. 2.93% Reduce -0.8% 55,481 $6.1M
Lynch & Associates 1.22% Add +0.5% 55,404 $6.1M
FDx Advisors, Inc. 1.85% Add +3.5% 55,382 $6.1M
Florida Trust Wealth Management Co 0.19% Add +8.0% 55,334 $6.0M
Paragon Private Wealth Management, LLC 2.41% Add +24.0% 55,253 $6.0M
Smithbridge Asset Management Inc. 1.05% Add +91.8% 55,167 $6.0M
Atlas Legacy Advisors, LLC 1.33% Reduce -14.0% 55,165 $6.0M
Cornerstone Wealth Group, LLC 0.45% Reduce -8.5% 55,072 $6.0M
Matrix Asset Advisors Inc. 0.61% Add +12.6% 54,818 $6.0M
Certified Advisory Corp 0.62% Reduce -3.8% 54,753 $6.0M
Muirfield Wealth Advisors LLC 4.75% Add +8.3% 54,589 $6.0M
Enclave Advisors LLC 0.96% Reduce -15.7% 54,488 $6.0M
Keeler & Nadler Financial Planning & Wealth Management 2.38% Add +2.5% 54,392 $5.9M
Aft, Forsyth & Sober, LLC 2.00% No change 54,275 $5.9M
Stephens Inc. 0.08% Reduce -0.4% 54,183 $5.9M
Mayflower Financial Advisors, LLC 0.82% Add +0.9% 54,164 $5.9M
Latko Wealth Management, Ltd. 3.33% Add +9.5% 54,125 $5.9M
Ironsides Asset Advisors, LLC 1.71% Reduce -0.1% 54,065 $5.9M
Telos Capital Management, Inc. 0.60% Add +3.6% 53,835 $5.9M
Montag A & Associates Inc. 0.28% Reduce -66.3% 52,877 $5.8M
Legacy Private Trust Co. 0.37% Reduce -8.4% 52,828 $5.8M
Phillips Financial Management, LLC 0.42% Reduce -2.0% 52,749 $5.8M
Noesis Capital Mangement Corp. 1.00% Reduce -19.7% 52,473 $5.7M
NTV Asset Management LLC 0.68% Add +2.3% 52,403 $5.7M
Planning Directions Inc. 3.22% Add +6.3% 52,289 $5.7M
Beirne Wealth Consulting Services, LLC 1.85% Add +75.9% 52,216 $5.7M
Independent Financial Group, LLC 0.16% Reduce -7.8% 52,108 $5.7M
Parthenon LLC 0.65% Add +1.3% 52,007 $5.7M
Elevation Wealth Partners, LLC 2.24% Reduce -7.1% 51,997 $5.7M
Garde Capital, Inc. 0.30% Add +1.9% 51,872 $5.7M
Commerce Bank 0.03% Reduce -5.5% 51,743 $5.7M
Nwam LLC 0.33% Reduce -9.6% 51,439 $5.6M
Sound Stewardship, LLC 2.91% Add +15.3% 51,572 $5.6M
1900 Wealth Management LLC 0.43% Add +0.2% 51,474 $5.6M
Sowell Financial Services LLC 0.23% Reduce -13.2% 51,054 $5.6M
Romano Brothers and Company 0.69% Reduce -4.5% 50,740 $5.5M
McAdam, LLC 0.30% Add +12.9% 50,689 $5.5M
McNamara Financial Services, Inc. 1.09% Add +12.2% 50,456 $5.5M
MJT & Associates Financial Advisory Group, Inc. 6.84% Add +3.3% 50,435 $5.5M
TD Asset Management Inc 0.00% Add +3.1% 50,208 $5.5M
Factor Wealth Management LTD 1.50% Add +21.4% 50,112 $5.5M
City Holding Co. 0.71% Add +2.8% 49,403 $5.4M
Country Club Bank 0.34% Add +2.0% 49,169 $5.4M
Aspect Partners, LLC 2.65% Add +7.2% 49,150 $5.4M
Simplicity Wealth,LLC 0.22% Reduce -2.7% 48,987 $5.4M
G&S Capital LLC 2.12% Add +3.2% 48,932 $5.3M
Element Wealth, LLC 2.46% Reduce -2.9% 48,843 $5.3M
Carnegie Investment Counsel 0.11% Reduce -4.4% 48,805 $5.3M
Aspiriant, LLC 0.17% Add +44.3% 48,781 $5.3M
ERn Financial, LLC 1.12% Reduce -2.6% 48,769 $5.3M
Spire Wealth Management 0.19% Reduce -27.9% 49,402 $5.3M
Mandatum Life Insurance Co Ltd 1.40% No change 48,720 $5.3M
Afg Fiduciary Services Limited Partnership 3.40% Add +8.7% 47,613 $5.3M
KPP Advisory Services LLC 0.87% Reduce -0.2% 48,088 $5.3M
Melone Private Wealth, LLC 2.68% Add +4.3% 47,809 $5.2M
Independent Solutions Wealth Management, LLC 1.02% Add +1.4% 47,785 $5.2M
Coign Capital Advisors LLC 3.53% Add +12.3% 47,738 $5.2M
Western Wealth Management, LLC 0.31% Reduce -2.2% 47,281 $5.2M
Vantage Financial Partners, LLC 1.19% Reduce -53.1% 47,117 $5.1M
Elyxium Wealth, LLC 1.93% Reduce -2.7% 47,075 $5.1M
Graybill Wealth Management, LTD. 1.68% Add +0.6% 47,074 $5.1M
Private Trust Co. NA 0.49% Add +1.0% 46,722 $5.1M
Lee Financial Co 0.73% Add +3.2% 46,494 $5.1M
First Hawaiian Bank 0.69% Reduce -6.3% 46,413 $5.1M
CPC Advisors, LLC 0.64% Reduce -12.1% 46,345 $5.1M
Alliance Wealth Management Group 1.28% Add +8.3% 46,078 $5.0M
AtlasMark Financial, Inc 3.83% Add +0.9% 46,037 $5.0M
Orin Green Financial, LLC 2.12% Reduce -0.1% 45,920 $5.0M
Tritonpoint Wealth, LLC 0.46% Reduce -9.1% 45,882 $5.0M
SlateStone Wealth, LLC 0.47% Add +0.7% 45,845 $5.0M
Pettyjohn, Wood & White, Inc. 0.89% Reduce -3.5% 45,433 $5.0M
Anb Bank 2.22% Reduce -4.3% 45,281 $4.9M
Bellwether Advisors, LLC 0.84% Reduce -0.5% 45,238 $4.9M
Strategic Financial Partners, Ltd. 2.29% Reduce -29.9% 45,048 $4.9M
Columbus Macro, LLC 0.60% Add +3.5% 44,971 $4.9M
Aspetuck Financial Management LLC 3.70% Reduce -0.7% 44,919 $4.9M
Snowden Capital Advisors LLC 0.14% Reduce -14.7% 44,444 $4.9M
Resolute Advisors LLC 1.21% Reduce -20.5% 44,415 $4.9M
SG Americas Securities, LLC 0.02% Reduce -17.3% 44,366 $4.8M
Capital Advantage, Inc. 0.77% Reduce -66.2% 44,352 $4.8M
MidAtlantic Capital Management, Inc. 3.42% Reduce -6.5% 44,065 $4.8M
Foundations Investment Advisors, LLC 0.08% Add +80.3% 43,880 $4.8M
Middleton & Co. Inc. 0.54% Reduce -3.3% 43,730 $4.8M
Wedmont Private Capital 0.20% Reduce -3.0% 42,130 $4.8M
Curat Global, LLC 4.54% Reduce -3.5% 43,540 $4.8M
Cantor Fitzgerald Investment Advisors L.P. 0.33% Reduce -0.9% 43,313 $4.7M
Eldridge Investment Advisors, Inc. 0.99% Reduce -0.7% 43,243 $4.7M
Brookstone Capital Management 0.06% Reduce -51.1% 43,135 $4.7M
Roehl & Yi Investment Advisors, LLC 2.41% Reduce -2.6% 43,063 $4.7M
Ameritas Investment Partners, Inc. 0.15% Add +1.1% 42,922 $4.7M
Drive Wealth Management, LLC 1.03% Add +7.1% 42,810 $4.7M
Verde Capital Management 1.15% Reduce -3.8% 42,765 $4.7M
Vista Investment Management 1.73% Add +0.5% 42,735 $4.7M
CreativeOne Wealth, LLC 0.12% Add +67.6% 42,670 $4.7M
Mason Street Advisors, LLC 0.54% Reduce -17.4% 42,600 $4.7M
Mather Group, Llc. 0.05% Reduce -6.6% 42,356 $4.6M
Roble, Belko & Company, Inc 0.67% Reduce -38.6% 42,331 $4.6M
Leo Wealth, LLC 0.36% Add +12.4% 42,288 $4.6M
Sterling Investment Counsel, LLC 2.70% Reduce -29.8% 42,129 $4.6M
Hi-Line Capital Management, LLC 1.63% Add +14.2% 42,097 $4.6M
MRP Capital Investments, LLC 3.17% Add +1.5% 42,093 $4.6M
Causey Wealth LLC 2.36% Add +4.4% 42,092 $4.6M
SageView Advisory Group, LLC 0.17% Reduce -7.5% 40,734 $4.6M
MSH Capital Advisors LLC 1.32% Reduce -3.0% 42,032 $4.6M
Crestmont Private Wealth LLC 1.66% Reduce -2.1% 42,015 $4.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -21.7% 41,937 $4.6M
Sachetta, LLC 1.81% Reduce -1.3% 41,867 $4.6M
Centennial Bank 1.91% Add +2.1% 41,701 $4.6M
Solidarity Wealth, LLC 1.07% Add +6.2% 41,657 $4.6M
Sei Investments Co. 0.01% Add +16.2% 41,349 $4.5M
Annex Advisory Services, LLC 0.11% Reduce -13.4% 41,051 $4.5M
Private Advisory Group LLC 0.42% Reduce -33.0% 41,038 $4.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.33% No change 41,000 $4.5M
Avior Wealth Management, LLC 0.15% Reduce -18.5% 40,972 $4.5M
Kanawha Capital Management LLC 0.33% Reduce -2.5% 40,893 $4.5M
Ewa, LLC 1.41% Add +10.6% 40,868 $4.5M
Betterment LLC 0.01% Reduce -19.9% 40,584 $4.4M
Kentucky Farm Bureau Mutual Insurance Co 0.93% No change 40,000 $4.4M
Mechanics Financial Corp 1.86% Reduce -3.3% 39,991 $4.4M
VestGen Advisors, LLC 0.17% Reduce -8.8% 39,835 $4.4M
PKO Investment Management Joint-Stock Co 0.47% Reduce -20.1% 39,786 $4.3M
Greenfield Savings Bank 1.97% Add +3.7% 39,773 $4.3M
Quantinno Capital Management LP 0.02% Add +3.5% 39,492 $4.3M
Peoples Bank 2.65% Reduce -9.1% 39,174 $4.3M
Sandbox Financial Partners, LLC 1.35% Add +1924.3% 39,171 $4.3M
Consolidated Portfolio Review Corp 0.59% Reduce -4.3% 39,141 $4.3M
RFP Financial Group LLC 1.77% Add +10.2% 39,121 $4.3M
Campion Asset Management 3.20% Add +4.7% 39,006 $4.3M
Silver Oak Securities, Incorporated 0.35% Reduce -8.1% 38,998 $4.3M
Wescott Financial Advisory Group, LLC 0.41% Add +1.9% 38,853 $4.2M
Heritage Investors Management Corp. 0.13% Add +2.4% 38,837 $4.2M
Boyd Wealth Management, LLC 1.84% Reduce -2.1% 38,819 $4.2M
National Bank of Canada 0.00% Reduce -6.7% 38,291 $4.2M
Savvy Advisors, Inc. 0.28% Add +12.3% 38,276 $4.2M
Sheets Smith Wealth Management 0.49% Add +1.3% 38,156 $4.2M
Compound Planning, Inc. 0.16% Add +37.7% 38,121 $4.2M
Glassy Mountain Advisors, Inc. 1.34% New 37,983 $4.2M
Next Capital Management LLC 1.53% Add +8.8% 37,949 $4.1M
Madison Park Capital Advisors, LLC 3.48% Reduce -8.8% 37,840 $4.1M
Greenup Street Wealth Management LLC 0.72% Add +4.7% 37,763 $4.1M
Good Life Advisors, LLC 0.26% Reduce -32.6% 37,761 $4.1M
Valley National Advisers Inc. 0.67% Reduce -13.8% 37,703 $4.1M
Carl P. Sherr & Co., LLC 2.08% Add +3.8% 37,689 $4.1M
Leavell Investment Management, Inc. 0.18% Reduce -11.3% 37,482 $4.1M
Diversified Trust Co. 0.09% Add +35.9% 37,414 $4.1M
Walkner Condon Financial Advisors LLC 0.75% Add +15.5% 37,417 $4.1M
Mutual Advisors, LLC 0.10% Add +9.4% 36,172 $4.1M
Urban Financial Advisory Corp 2.05% Add +2.6% 37,362 $4.1M
Spinnaker Trust 0.25% Add +0.5% 37,342 $4.1M
Elevation Point Wealth Partners, LLC 0.32% Reduce -7.0% 37,278 $4.1M
Hilltop Holdings Inc. 0.26% Add +4.9% 37,257 $4.1M
WBH Advisory Inc. 0.34% Add +4.7% 36,928 $4.0M
Midwest Financial Group LLC 2.12% Add +0.1% 36,881 $4.0M
Sage Mountain Advisors LLC 0.26% Reduce -9.1% 36,753 $4.0M
Wesbanco Bank Inc. 0.12% Add +12.5% 36,694 $4.0M
Palisade Asset Management, LLC 0.40% Add +4.8% 36,583 $4.0M
Evercore Wealth Management, LLC 0.06% Reduce -0.2% 36,565 $4.0M
Journey Beyond Wealth, LLC 3.35% Reduce -1.6% 36,368 $4.0M
Coastal Bridge Advisors, LLC 0.33% New 36,277 $4.0M
Gateway Wealth Partners, LLC 0.75% Reduce -4.4% 36,259 $4.0M
Greykasell Wealth Strategies, Inc. 1.90% Reduce -1.4% 36,246 $4.0M
Colonial Trust Advisors 0.33% Reduce -14.7% 36,236 $4.0M
IMA Advisory Services, Inc. 0.42% Reduce -56.0% 36,179 $4.0M
Lee, Kelleher & Klein Wealth Management 2.63% Add +5.8% 36,166 $4.0M
Lakeshore Financial Planning, Inc. 1.58% Add +0.5% 36,078 $3.9M
Perennial Investment Advisors, LLC 0.38% Reduce -2.0% 36,061 $3.9M
Lee Danner & Bass Inc. 0.31% Reduce -0.3% 36,049 $3.9M
Emerald Advisors, LLC 0.50% Add +5.9% 35,868 $3.9M
Level Four Advisory Services, LLC 0.14% Add +23.9% 35,845 $3.9M
Fortitude Family Office, LLC 1.29% Reduce -32.3% 35,800 $3.9M
Flputnam Investment Management Co. 0.07% Reduce -90.4% 35,755 $3.9M
Birchbrook, Inc. 2.09% Add +2.5% 35,643 $3.9M
Old Mission Investment Co LLC 1.07% Reduce -3.2% 35,639 $3.9M
Wela Strategies, Inc. 1.53% Add +4.2% 35,510 $3.9M
Precision Wealth Strategies, LLC 1.26% New 35,433 $3.9M
Wolff Wiese Magana LLC 2.39% Add +0.8% 35,326 $3.9M
Focus Financial Network, Inc. 0.15% Reduce -5.7% 35,317 $3.9M
Parsons Capital Management Inc. 0.24% Reduce -1.6% 35,221 $3.8M
LaSalle St. Investment Advisors, LLC 1.05% Reduce -8.1% 35,117 $3.8M
Windsor Capital Management, LLC 1.12% Reduce -1.8% 35,085 $3.8M
National Philanthropic Trust 0.05% Add +3.8% 35,068 $3.8M
Fourpath Capital Management, LLC 0.60% Reduce -1.4% 35,066 $3.8M
Sterling Investment Advisors LLC 1.99% Add +23.4% 42,941 $3.8M
Summit Place Financial Advisors, LLC 1.93% Add +3.4% 35,013 $3.8M
Magnolia Capital Advisors LLC 0.96% Add +29.4% 34,992 $3.8M
Conquis Financial LLC 3.70% Reduce -1.4% 34,903 $3.8M
Variant Private Wealth, LLC 3.95% Reduce -25.6% 34,851 $3.8M
Stone Summit Wealth LLC 1.18% Reduce -12.4% 34,838 $3.8M
Wick Capital Partners, LLC 0.99% Reduce -91.5% 3,383 $3.8M
Wedbush Securities Inc. 0.13% Reduce -9.8% 34,671 $3.8M
Donaldson Capital Management, LLC 0.14% Reduce -14.9% 34,586 $3.8M
Adirondack Trust Co. 1.37% Reduce -3.0% 34,581 $3.8M
HM Payson & Co. 0.06% Reduce -25.7% 34,527 $3.8M
Arrowroot Family Office, LLC 1.69% — 34,443 $3.8M
Waldron Private Wealth LLC 0.16% Reduce -0.4% 34,413 $3.8M
Magnolia Capital Management Ltd. 2.99% Reduce -6.8% 34,281 $3.7M
Cape Ann Savings Bank 2.24% Reduce -10.6% 34,252 $3.7M
Transcendent Capital Group LLC 1.91% Add +1.3% 34,072 $3.7M
Canopy Partners, LLC 1.37% Reduce -1.1% 34,057 $3.7M
Bay Capital Advisors, LLC 2.84% Reduce -31.2% 34,041 $3.7M
Baron Financial Group, LLC 2.18% Reduce -2.1% 33,944 $3.7M
Trustmark Bank Trust Department 0.26% Reduce -1.0% 33,785 $3.7M
PFG Private Wealth Management, LLC 1.89% Add +0.3% 33,607 $3.7M
Nepc LLC 0.09% Reduce -0.0% 33,528 $3.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.33% Add +3.9% 32,779 $3.7M
STAR Financial Bank 2.30% Add +17.4% 33,194 $3.6M
Meeder Advisory Services, Inc. 0.19% Add +4.1% 33,130 $3.6M
Blue Square Asset Management, LLC 1.69% Reduce -66.5% 33,117 $3.6M
Brighton Jones LLC 0.10% Add +6.2% 33,046 $3.6M
Quad-Cities Investment Group, LLC 1.64% Reduce -1.2% 33,023 $3.6M
Shepherd Kaplan Krochuk, LLC 3.13% Add +12.7% 33,015 $3.6M
Alpha Financial Partners LLC 2.59% Reduce -1.6% 32,945 $3.6M
United Bank 1.37% Add +4.8% 32,876 $3.6M
Family Firm, Inc. 0.87% Add +3.5% 32,851 $3.6M
Colonial Trust Co / SC 0.52% Reduce -6.6% 32,851 $3.6M
Fortress Financial Group, LLC 3.04% Add +85.7% 32,845 $3.6M
Vickerman Investment Advisors, Inc. 0.77% Add +3.5% 32,822 $3.6M
Garrison Point Advisors, LLC 1.65% Reduce -1.3% 32,791 $3.6M
St Germain D J Co. Inc. 0.15% Reduce -73.6% 32,735 $3.6M
Koesten, Hirschmann & Crabtree, INC. 1.84% Add +33.6% 32,591 $3.6M
Syntax Research, Inc. 2.52% Reduce -1.2% 32,460 $3.5M
Affiance Financial, LLC 0.72% Add +5.7% 32,389 $3.5M
Corundum Trust Company, INC 9.32% Reduce -3.0% 32,298 $3.5M
Grant Street Asset Management, Inc. 0.80% Add +12.3% 32,238 $3.5M
AMG National Trust Bank 0.09% Reduce -1.7% 32,111 $3.5M
Transcend Capital Advisors, LLC 0.27% Add +4.1% 32,073 $3.5M
First Western Trust Bank 0.16% Add +0.2% 32,045 $3.5M
Newton One Investments LLC 1.10% Add +10.4% 31,988 $3.5M
PrairieView Partners, LLC 0.34% Reduce -2.0% 31,984 $3.5M
Live Oak Investment Partners 2.68% Reduce -0.4% 31,927 $3.5M
Future Fund LLC 1.56% New 31,894 $3.5M
Abundance Wealth Counselors 0.65% Reduce -6.4% 31,728 $3.5M
Lanark Financial, Inc. 0.28% Add +17.0% 31,726 $3.5M
Sage Advisory Services, Ltd.Co. 1.89% Add +6.9% 31,691 $3.5M
Beaumont Financial Advisors, LLC 0.25% Reduce -1.0% 31,524 $3.4M
Biltmore Family Office, LLC 0.58% Reduce -0.7% 31,283 $3.4M
CoreFirst Bank & Trust 1.92% Add +4.5% 31,131 $3.4M
Hubbell Strickland Wealth Management, LLC 1.50% Reduce -9.0% 31,118 $3.4M
Sebold Capital Management, Inc. 2.08% Reduce -1.0% 30,922 $3.4M
Delta Wealth Advisors LLC 2.80% Add +0.8% 30,541 $3.3M
PCA Investment Advisory Services Inc. 1.40% Add +6.1% 30,461 $3.3M
Cullen/Frost Bankers, Inc. 0.04% Add +29.2% 30,458 $3.3M
Verus Wealth Management, LLC 3.33% Reduce -9.0% 30,342 $3.3M
Jane Street Group, LLC 0.01% Reduce -84.2% 30,298 $3.3M
B. Riley Wealth Advisors, Inc. 0.16% Reduce -31.8% 30,246 $3.3M
Capital Planning LLC 1.04% Add +5.1% 30,204 $3.3M
WealthCare Investment Partners, LLC 1.19% Add +7.5% 29,191 $3.3M
Quantbot Technologies LP 0.08% New 30,159 $3.3M
Madden Advisory Services, Inc. 1.40% Add +1.2% 30,106 $3.3M
Astoria Strategic Wealth, Inc. 0.89% Reduce -26.5% 29,985 $3.3M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -0.2% 29,981 $3.3M
First Manhattan Co. Llc. 0.01% Add +0.9% 29,947 $3.3M
Physician Wealth Advisors, Inc. 0.51% Reduce -1.4% 29,903 $3.3M
Freedom Investment Management, Inc. 0.26% Reduce -23.8% 29,847 $3.3M
Eley Financial Management, Inc 1.25% Add +2.4% 29,753 $3.3M
New Hampshire Trust 0.68% Reduce -1.2% 29,654 $3.2M
Summit Wealth Partners, LLC 0.62% Reduce -6.4% 29,569 $3.2M
Barclays PLC 0.00% Reduce -60.2% 29,410 $3.2M
GC Wealth Management RIA, LLC 0.26% Reduce -41.1% 29,375 $3.2M
FAS Wealth Partners, Inc. 0.24% Reduce -3.3% 29,312 $3.2M
John W. Brooker & Co., CPAs 7.46% Reduce -75.4% 27,899 $3.2M
Stratos Wealth Advisors, LLC 0.17% Add +1.2% 29,079 $3.2M
Koshinski Asset Management, Inc. 0.24% Reduce -4.6% 29,029 $3.2M
SOA Wealth Advisors, LLC. 0.58% Reduce -5.0% 28,900 $3.2M
Asset Management Group, Inc. 0.55% Reduce -2.4% 28,886 $3.2M
Kagan Cocozza Asset Management 2.42% Add +13.3% 28,828 $3.2M
Jaffetilchin Investment Partners, LLC 0.21% Add +3.0% 28,775 $3.1M
Keebeck Wealth Management 0.41% Reduce -1.0% 28,694 $3.1M
Park Place Capital Corp 0.71% Add +40.2% 28,053 $3.1M
Aft, Forsyth & Company, Inc. 1.59% Reduce -1.7% 28,440 $3.1M
Optima Capital LLC 1.67% Add +7.3% 28,400 $3.1M
Vanguard Group Inc. 0.00% Reduce -1.5% 28,337 $3.1M
DBK Financial Counsel, LLC 2.80% Reduce -1.9% 28,303 $3.1M
Viewpoint Capital Management LLC 1.52% No change 28,269 $3.1M
Wilshire Advisors LLC 27.80% Add +0.7% 28,120 $3.1M
Granite FO LLC 1.74% Add +13.4% 28,035 $3.1M
Steigerwald, Gordon & Koch Inc. 0.32% Add +2.4% 27,931 $3.1M
Retirement Planning Group, LLC 0.13% Reduce -6.9% 27,904 $3.0M
Essex Financial Services, Inc. 0.20% Reduce -9.0% 27,801 $3.0M
Wiser Wealth Management, Inc 0.76% Add +13.8% 27,778 $3.0M
Pennsylvania Capital Management Inc. 0.97% Reduce -5.0% 27,586 $3.0M
Post Resch Tallon Group Inc. 2.91% Reduce -0.3% 27,515 $3.0M
Jacobi Capital Management LLC 0.20% Add +6.4% 27,479 $3.0M
Tilson Financial Group, Inc. 1.13% Add +47.3% 27,464 $3.0M
Olistico Wealth, LLC 1.67% Add +13.6% 27,452 $3.0M
Heritage Wealth Management, Inc./Texas 1.49% Reduce -5.8% 27,407 $3.0M
LVZ, Inc. 0.36% Add +147.2% 27,370 $3.0M
Gryphon Financial Partners LLC 0.39% Add +6.8% 27,357 $3.0M
Dunhill Financial, LLC 0.86% Add +725.1% 27,293 $3.0M
Charles Schwab Trust Co 0.22% Add +0.0% 27,220 $3.0M
360 Financial, Inc. 0.94% Add +8.1% 27,175 $3.0M
Union Savings Bank 1.36% Add +2.6% 26,892 $3.0M
Wealthquest Corp 0.23% Reduce -4.8% 27,079 $3.0M
YANKCOM Partnership 1.45% Add +2.1% 27,071 $3.0M
Well Done, LLC 0.55% Reduce -12.4% 27,005 $3.0M
Goldstone Financial Group, LLC 0.39% Add +10.0% 26,062 $2.9M
Farmers Trust Co. 0.55% Reduce -14.1% 26,928 $2.9M
Breakwater Capital Group 0.48% Reduce -0.3% 26,870 $2.9M
Zacks Investment Management 0.03% Reduce -14.1% 26,837 $2.9M
JMG Financial Group, Ltd. 0.09% Add +0.3% 26,831 $2.9M
ETF Portfolio Partners, Inc. 0.81% Reduce -11.1% 26,826 $2.9M
Trust Co. of Toledo NA 0.32% Reduce -2.4% 26,602 $2.9M
Cornerstone Wealth Management, LLC 0.18% Add +0.3% 26,586 $2.9M
Hicks Capital Management LLC 4.59% Reduce -1.0% 26,538 $2.9M
Greenwood Capital Associates LLC 0.36% Reduce -1.5% 26,364 $2.9M
TPG Advisors LLC 2.06% Add +0.0% 26,109 $2.9M
Mullaney, Keating & Wright, Inc. 1.86% Reduce -0.6% 26,027 $2.8M
Atticus Wealth Management, LLC 0.77% Add +12.8% 25,970 $2.8M
Westmount Partners, LLC 0.78% Add +188.1% 25,961 $2.8M
Provenance Wealth Advisors, LLC 0.41% Reduce -7.7% 25,959 $2.8M
Cornell Pochily Investment Advisors, Inc. 0.93% Reduce -2.2% 25,959 $2.8M
Balanced Wealth Group LLC 1.22% Reduce -9.0% 25,528 $2.8M
Continuum Advisory, LLC 0.34% Reduce -17.0% 25,711 $2.8M
Golden State Wealth Management, LLC 0.34% Reduce -8.3% 25,679 $2.8M
Diversified Portfolios, Inc. 0.27% Add +11.3% 25,670 $2.8M
Rialto Wealth Management, LLC 0.78% Add +0.1% 25,645 $2.8M
Klaas Financial Asset Advisors, LLC 0.44% Add +3.8% 25,600 $2.8M
Bradley Foster & Sargent Inc. 0.04% Add +241.3% 25,562 $2.8M
Trek Financial, LLC 0.19% Add +78.2% 25,552 $2.8M
Innovative Wealth Building LLC 2.31% Reduce -4.9% 25,547 $2.8M
Fortress Financial Solutions, LLC 3.50% Add +3.1% 25,501 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -31.8% 25,270 $2.8M
Wealth Alliance, LLC 0.31% Add +1.3% 25,249 $2.8M
Veracity Capital LLC 0.95% Add +9.4% 25,174 $2.8M
Signature Estate & Investment Advisors LLC 0.06% Reduce -13.4% 25,173 $2.8M
Wealth Management Partners, LLC 0.97% Reduce -8.2% 24,691 $2.7M
Bluestem Financial Advisors, LLC 1.18% Reduce -1.8% 25,107 $2.7M
Mill Creek Capital Advisors, LLC 0.06% Reduce -21.5% 24,992 $2.7M
Gallagher Capital Advisors, LLC 2.20% Reduce -28.2% 24,164 $2.7M
CVA Family Office, LLC 0.38% Reduce -0.1% 24,852 $2.7M
United Advisor Group, LLC 0.47% Add +11.7% 24,819 $2.7M
SevenBridge Financial Group, LLC 0.48% Reduce -13.7% 23,711 $2.7M
AlTi Global, Inc. 0.07% Reduce -7.5% 24,652 $2.7M
Montis Financial, LLC 0.75% Add +0.9% 24,641 $2.7M
Heartwood Wealth Advisors LLC 0.28% Add +13.9% 24,536 $2.7M
Coastline Trust Co 0.31% Reduce -32.5% 24,494 $2.7M
Providence Capital Advisors, LLC 0.49% Add +6.0% 24,467 $2.7M
Southeast Asset Advisors, LLC 0.32% Add +0.1% 24,418 $2.7M
Nixon Peabody Trust Co. 0.21% Add +0.5% 24,372 $2.7M
Forefront Wealth Partners, LLC 1.82% Add +3.6% 23,043 $2.7M
Pinnacle Wealth Planning Services, Inc. 0.35% Add +0.2% 24,260 $2.7M
Calamos Advisors LLC 0.02% Add +7.2% 24,180 $2.6M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -19.3% 24,172 $2.6M
Municipal Employees' Retirement System of Michigan 0.03% Add +16.4% 24,129 $2.6M
NorthRock Partners, LLC 0.07% Reduce -7.0% 24,083 $2.6M
Westside Investment Management, Inc. 0.49% Add +2.9% 23,977 $2.6M
StoneX Group Inc. 0.13% Reduce -22.8% 23,960 $2.6M
Boyd Watterson Asset Management LLC 0.83% No change 23,850 $2.6M
Cahill Financial Advisors Inc. 0.32% Reduce -12.8% 23,785 $2.6M
American National Bank & Trust 0.27% Reduce -0.3% 23,758 $2.6M
Newman Dignan & Sheerar, Inc. 0.60% Reduce -8.5% 23,732 $2.6M
Cornerstone Advisors Asset Management, LLC 0.50% Add +11.3% 23,587 $2.6M
Centaurus Financial, Inc. 0.15% Add +0.1% 23,465 $2.6M
Keystone Financial Group 0.23% Reduce -10.9% 23,288 $2.6M
Greenwich Wealth Management LLC 0.12% Reduce -7.1% 23,277 $2.5M
Argyle Capital Partners, LLC 2.10% Reduce -22.5% 23,273 $2.5M
DecisionMap Wealth Management, LLC 1.74% Add +6.4% 23,260 $2.5M
Santori & Peters, Inc. 0.92% Add +2.0% 23,234 $2.5M
Foundation Wealth Management, LLC\PA 1.10% Reduce -7.0% 23,209 $2.5M
Central Bank & Trust Co. 0.41% Reduce -24.1% 23,208 $2.5M
Amara Financial, Llc. 2.23% Reduce -49.0% 23,172 $2.5M
Tradition Wealth Management, LLC 0.20% Reduce -0.3% 23,170 $2.5M
Woodside Wealth Management LLC 2.18% Reduce -0.2% 23,142 $2.5M
AE Wealth Management LLC 0.02% Reduce -55.9% 23,133 $2.5M
Soundwatch Capital LLC 0.43% Add +265.4% 10,444 $2.5M
1248 Management, LLC 0.93% Reduce -1.1% 23,128 $2.5M
Syon Capital LLC 0.17% Reduce -71.0% 23,122 $2.5M
Armbruster Capital Management, Inc. 0.46% No change 23,100 $2.5M
Smith Shellnut Wilson LLC 1.09% Add +5.7% 23,094 $2.5M
Tiemann Investment Advisors, LLC 1.03% Reduce -2.9% 23,049 $2.5M
CRA Financial Services, LLC 0.38% Reduce -1.3% 22,936 $2.5M
Glen Eagle Advisors, LLC 0.38% Reduce -1.7% 22,778 $2.5M
Black Diamond Financial, LLC 0.39% Reduce -9.3% 22,764 $2.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -84.5% 22,208 $2.5M
Rothschild Wealth LLC 0.60% Add +44.6% 22,534 $2.5M
HUB Investment Partners, LLC 0.09% Add +0.2% 22,479 $2.5M
Culbertson A N & Co. Inc. 0.38% Add +3.6% 22,435 $2.5M
RVW Wealth, LLC 0.21% Reduce -1.9% 22,370 $2.4M
Lewis Asset Management, LLC 1.15% Add +6.1% 22,352 $2.4M
Cobblestone Capital Advisors LLC 0.12% Add +67.1% 22,316 $2.4M
Midwest Professional Planners, LTD. 0.64% Add +1.4% 22,294 $2.4M
Balentine LLC 0.09% Add +29.9% 22,259 $2.4M
VeraBank, N.A. 0.49% Reduce -0.0% 22,132 $2.4M
Neuberger Berman Group LLC 0.00% Reduce -69.5% 21,972 $2.4M
Smartleaf Asset Management LLC 0.21% Add +4.6% 21,893 $2.4M
Secure Asset Management, LLC 0.45% Add +4.4% 21,927 $2.4M
Arvest Bank Trust Division 0.14% Add +7.9% 21,823 $2.4M
Clear Creek Financial Management, LLC 0.23% Add +30.6% 21,761 $2.4M
Pines Wealth Management, LLC 0.84% Add +3.4% 21,027 $2.4M
Harbour Capital Advisors, LLC 0.50% Add +7.3% 21,119 $2.4M
McGlone Suttner Wealth Management, Inc. 0.36% Add +0.1% 21,687 $2.4M
Quest 10 Wealth Builders, Inc. 2.31% Reduce -0.1% 21,686 $2.4M
Pinnacle Bancorp, Inc. 0.73% Reduce -4.9% 21,570 $2.4M
Bryn Mawr Trust Advisors, LLC 0.13% Reduce -13.3% 21,544 $2.4M
Endowment Wealth Management, Inc. 1.21% Add +20.9% 21,435 $2.3M
Davis R M Inc. 0.04% Reduce -5.3% 21,344 $2.3M
BridgePort Financial Solutions, LLC 0.77% Add +6.1% 21,279 $2.3M
Founders Grove Wealth Partners, LLC 0.58% Reduce -4.0% 21,175 $2.3M
Ullmann Wealth Partners Group, LLC 0.27% Reduce -5.5% 21,163 $2.3M
Novem Group 0.29% Reduce -0.5% 21,157 $2.3M
Guardian Asset Advisors, LLC 1.32% Add +8.1% 21,096 $2.3M
Harbor Investment Advisory, LLC 0.20% Reduce -21.0% 21,042 $2.3M
Invera Wealth Advisors, LLC 1.50% Reduce -0.5% 21,018 $2.3M
Birch Financial Group, LLC 1.83% Add +20.5% 20,883 $2.3M
Silvercrest Asset Management Group LLC 0.02% Reduce -10.0% 20,862 $2.3M
Plancorp, LLC 0.08% Add +0.2% 20,827 $2.3M
Tranquility Partners, LLC 0.81% Reduce -1.3% 20,803 $2.3M
Viawealth, LLC 1.34% Add +0.1% 20,777 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.10% — 20,749 $2.3M
CM Wealth Advisors LLC 0.67% Reduce -9.1% 20,730 $2.3M
Intrua Financial, LLC 0.33% Reduce -26.8% 20,727 $2.3M
RoundAngle Advisors LLC 1.89% Reduce -0.3% 20,708 $2.3M
TruNorth Capital Management, LLC 0.50% Add +20.8% 20,702 $2.3M
Thoroughbred Financial Services, LLC 0.16% Reduce -22.5% 20,695 $2.3M
Visionary Wealth Advisors 0.12% Reduce -0.3% 20,596 $2.3M
Narwhal Capital Management 0.18% Reduce -12.7% 20,563 $2.2M
Chapin Davis, Inc. 0.61% Add +0.6% 20,321 $2.2M
Agf Management Ltd. 0.01% Reduce -0.8% 20,315 $2.2M
Talisman Wealth Advisors LLC 2.02% Reduce -7.9% 20,261 $2.2M
Family Office Research LLC 1.05% Add +4.2% 20,254 $2.2M
Evanson Asset Management, LLC 0.14% Reduce -0.8% 20,186 $2.2M
Elm Partners Management LLC 0.13% Reduce -1.1% 20,093 $2.2M
AQR Capital Management 0.00% Add +11.8% 20,089 $2.2M
Dohj, LLC 0.64% Reduce -2.5% 22,388 $2.2M
First National Bank of Omaha 0.14% Reduce -5.8% 20,046 $2.2M
Joel Isaacson & Co., LLC 0.09% Add +2.7% 19,986 $2.2M
GAMMA Investing LLC 0.14% Add +6.9% 19,973 $2.2M
Shufro Rose & Co. LLC 0.18% Reduce -0.1% 20,845 $2.2M
Lockerman Financial Group, Inc. 2.93% Reduce -0.8% 19,943 $2.2M
Pitcairn Co. 0.14% No change 19,933 $2.2M
Revolve Wealth Partners, LLC 0.28% Reduce -0.3% 19,922 $2.2M
Mine & Arao Wealth Creation & Management, LLC. 0.96% Reduce -0.5% 19,740 $2.2M
Financial Counselors Inc. 3.05% Reduce -92.7% 19,706 $2.2M
Dana Investment Advisors, Inc. 0.07% Reduce -8.0% 19,627 $2.1M
Kathmere Capital Management, LLC 0.17% Reduce -4.1% 19,623 $2.1M
HRT Financial LP 0.01% Add +337.1% 19,556 $2.1M
Second Line Capital, LLC 0.49% Reduce -15.2% 19,444 $2.1M
RiverGlades Family Offices LLC 1.39% Add +1.7% 19,433 $2.1M
Mechanics Bank Trust Department 0.30% Reduce -18.9% 19,379 $2.1M
Twin Focus Capital Partners, LLC 0.30% Reduce -4.2% 19,328 $2.1M
TRUE Private Wealth Advisors 0.24% Reduce -13.3% 19,297 $2.1M
Sage Financial Management Group, Inc. 0.73% Reduce -20.7% 19,301 $2.1M
Absolute Capital Management, LLC 1.06% Reduce -0.0% 19,241 $2.1M
St. Louis Financial Planners Asset Management, LLC 1.60% New 19,239 $2.1M
Means Investment Co., Inc. 0.20% Reduce -5.5% 19,210 $2.1M
Leverty Financial Group, LLC 0.63% Add +53.1% 19,201 $2.1M
Astra Wealth Partners LLC 1.69% Add +8.8% 19,150 $2.1M
Peterson Wealth Advisors, LLC 0.35% Reduce -19.6% 19,138 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Add +1.7% 19,132 $2.1M
O'Brien Greene & Co. Inc 0.68% Reduce -1.4% 19,126 $2.1M
Inspire Advisors, LLC 0.22% Add +16.9% 19,125 $2.1M
Arete Wealth Advisors, LLC 0.15% Reduce -17.1% 19,103 $2.1M
Narus Financial Partners, LLC 0.65% Reduce -18.8% 19,103 $2.1M
David J Yvars Group 1.22% Add +144.3% 19,067 $2.1M
Stonegate Investment Group, LLC 0.05% Reduce -9.2% 19,033 $2.1M
Autumn Glory Partners, LLC 0.97% Reduce -1.5% 19,013 $2.1M
SOL Capital Management CO 0.20% Reduce -1.2% 19,008 $2.1M
Staley Capital Advisers Inc. 0.09% Add +0.6% 18,991 $2.1M
World Equity Group, Inc. 0.56% Add +0.2% 18,900 $2.1M
United Community Bank 0.71% Reduce -19.4% 18,867 $2.1M
Shelton Wealth Management, LLC 1.04% Add +1.6% 18,866 $2.1M
Convergence Financial, LLC 0.35% Add +6.8% 18,865 $2.1M
Roberts Wealth Advisors, LLC 0.59% No change 18,794 $2.1M
JSF Financial, LLC 0.49% Add +2.2% 18,788 $2.1M
Lionsbridge Wealth Management LLC 2.04% Add +15.4% 18,784 $2.1M
Coppell Advisory Solutions LLC 0.24% New 18,685 $2.0M
WCG Wealth Advisors LLC 0.13% Reduce -4.1% 18,577 $2.0M
Busey Bank 0.06% Add +2.5% 18,567 $2.0M
Macroview Investment Management LLC 1.66% Add +3.4% 18,549 $2.0M
Hilltop National Bank 0.53% — 18,450 $2.0M
Stratos Investment Management, LLC 0.09% Reduce -48.0% 18,317 $2.0M
Independent Family Office, LLC 0.93% Add +24.1% 17,849 $2.0M
Steph & Co. 0.65% Add +7.0% 18,294 $2.0M
Franklin, Parlapiano, Turner & Welch, LLC 0.52% No change 18,212 $2.0M
Missouri Trust & Investment Co 0.65% Reduce -5.2% 18,173 $2.0M
Ascent Group, LLC 0.08% Reduce -17.5% 18,172 $2.0M
Sentinel Wealth Management, Inc. 1.85% — 18,039 $2.0M
Core Wealth Advisors, Inc. 0.57% Reduce -1.3% 17,995 $2.0M
Diversify Advisory Services, LLC 0.08% Add +33.3% 17,142 $2.0M
Obermeyer Wealth Partners 0.10% Reduce -3.2% 17,916 $2.0M
SBI Securities Co., Ltd. 0.06% Reduce -0.6% 17,900 $2.0M
Delta Financial Advisors LLC 0.69% Reduce -2.7% 17,887 $2.0M
Kingswood Wealth Advisors, LLC 0.15% Reduce -11.1% 17,866 $2.0M
Ascent Capital Management, LLC 1.73% Reduce -5.5% 17,850 $2.0M
LOM Asset Management Ltd 0.66% — 17,778 $1.9M
Bison Wealth, LLC 0.15% Add +39.9% 17,253 $1.9M
Affinity Capital Advisors, LLC 0.33% Reduce -3.8% 17,714 $1.9M
Legacies Wealth LLC 1.29% Reduce -13.3% 17,711 $1.9M
Brady Family Wealth, LLC 0.60% Reduce -3.2% 17,708 $1.9M
SWP Financial LLC 1.06% Add +0.0% 17,662 $1.9M
Kohmann Bosshard Financial Services, LLC 0.21% Reduce -4.1% 17,620 $1.9M
Cora Capital Advisors LLC 0.85% Reduce -11.9% 17,493 $1.9M
Pension & Wealth Management Advisors, Inc. 0.64% Reduce -0.3% 17,483 $1.9M
RDA Financial Network 0.52% Reduce -1.6% 17,451 $1.9M
First National Corp. /Ma/ 0.38% Add +8.9% 17,354 $1.9M
Samalin Investment Counsel, LLC 0.73% Add +18.5% 17,342 $1.9M
Central Pacific Bank - Trust Division 0.25% Reduce -17.5% 17,271 $1.9M
Capital Advisors, Ltd. LLC 0.23% Reduce -2.5% 17,194 $1.9M
Camelot Technology Advisors, Inc. 1.61% Add +0.2% 17,099 $1.9M
Great Diamond Partners, LLC 0.39% Add +212.1% 17,087 $1.9M
Meritage Portfolio Management 0.12% Reduce -2.8% 17,029 $1.9M
Ames National Corp. 1.19% Add +7.8% 16,846 $1.8M
Patriot Investment Management Group, Inc. 0.13% Add +0.5% 16,824 $1.8M
First County Bank 0.99% Reduce -5.0% 16,809 $1.8M
Sunburst Financial Group, LLC 0.41% Reduce -0.4% 16,699 $1.8M
High Net Worth Advisory Group LLC 0.48% Reduce -1.5% 16,594 $1.8M
Cypress Financial Planning LLC 0.60% Add +11.0% 16,575 $1.8M
Mascagni Wealth Management, Inc. 1.54% Reduce -9.0% 16,567 $1.8M
Cadence Bank 0.12% Reduce -0.1% 16,550 $1.8M
PFG Investments, LLC 0.11% Reduce -21.7% 16,514 $1.8M
Zhang Financial LLC 0.08% Add +2.4% 16,457 $1.8M
North Berkeley Wealth Management, LLC 1.65% Add +25.1% 16,434 $1.8M
Arcus Capital Partners, LLC 0.78% Reduce -11.8% 16,425 $1.8M
Flavin Financial Services, Inc. 1.74% Reduce -5.7% 16,390 $1.8M
Compass Wealth Management LLC 0.42% Reduce -7.4% 16,331 $1.8M
Accurate Wealth Management, LLC 0.27% Add +1.5% 15,611 $1.8M
Valley Financial Group, Inc. 1.07% Add +7.8% 16,200 $1.8M
Joel Adams & Associates, Inc. 1.57% Reduce -2.6% 16,194 $1.8M
Forza Wealth Management, LLC 0.73% No change 16,186 $1.8M
Quadcap Wealth Management, LLC 0.22% Reduce -1.0% 16,183 $1.8M
Bearing Point Capital, LLC 0.32% Add +64.2% 16,083 $1.8M
Grey Ledge Advisors, LLC 0.43% Reduce -0.7% 16,021 $1.8M
Verdence Capital Advisors LLC 0.12% Add +1.5% 15,977 $1.7M
Roman Butler Fullerton & Co. 0.51% Reduce -11.7% 15,393 $1.7M
American State Bank (Iowa) 0.96% Reduce -33.2% 15,830 $1.7M
Acadian Asset Management LLC 0.00% Add +46.3% 15,833 $1.7M
Colorado Capital Management, Inc. 0.74% Reduce -3.2% 15,798 $1.7M
Alpine Bank Wealth Management 0.26% Reduce -6.6% 15,772 $1.7M
WealthShield Partners, LLC 0.21% Reduce -33.8% 15,765 $1.7M
Ethos Financial Group, LLC 0.15% Reduce -4.0% 15,755 $1.7M
ABLE Financial Group, LLC 0.42% Reduce -29.0% 15,749 $1.7M
Sepio Capital, LP 0.12% Reduce -33.7% 15,696 $1.7M
Engineers Gate Manager LP 0.02% New 15,682 $1.7M
Alpha Wealth Funds, LLC 1.59% Reduce -1.8% 15,597 $1.7M
NBT Bank, N.A. 0.12% Add +2.9% 15,556 $1.7M
South Plains Financial, Inc. 1.19% Add +5.1% 15,476 $1.7M
Penobscot Investment Management Company, Inc. 0.14% Reduce -1.1% 15,475 $1.7M
Capital Squared Financial LLC 1.96% — 15,384 $1.7M
New Republic Capital, LLC 0.59% Add +2.5% 15,364 $1.7M
Carrera Capital Advisors 0.34% Reduce -21.2% 15,309 $1.7M
Regatta Capital Group, LLC 0.29% Add +0.5% 15,225 $1.7M
BlueSky Wealth Advisors, LLC 0.24% Reduce -1.5% 15,192 $1.7M
Rockwood Wealth Management, LLC 0.15% Reduce -5.6% 15,144 $1.7M
Thrive Wealth Management, LLC 0.27% Add +13.1% 15,068 $1.6M
Goldstein Advisors, LLC 0.22% Add +2.7% 15,061 $1.6M
Palisade Capital Management, LP 0.05% Add +5.0% 14,964 $1.6M
SeaBridge Investment Advisors LLC 0.30% Reduce -4.3% 14,958 $1.6M
Nova R Wealth, Inc. 0.76% Add +12.2% 14,955 $1.6M
Baldwin Investment Management, LLC 0.20% Reduce -0.7% 14,928 $1.6M
Retirement Investment Advisors, Inc. 0.15% Reduce -0.1% 14,902 $1.6M
St. Clair Advisors, LLC 0.43% Add +4.8% 14,900 $1.6M
Strategic Financial Concepts, LLC 0.23% Add +124.6% 14,814 $1.6M
Harmony Asset Management LLC 0.61% Reduce -26.6% 14,809 $1.6M
Jump Financial, LLC 0.02% Add +52.3% 14,803 $1.6M
Interchange Capital Partners, LLC 0.37% Add +3.0% 14,757 $1.6M
Fort Point Capital Partners LLC 0.16% Reduce -10.4% 14,750 $1.6M
Retirement Guys Formula LLC 0.61% Add +4.3% 14,760 $1.6M
Redwood Wealth Management Group, LLC 0.73% Reduce -0.1% 14,735 $1.6M
SWS Partners 0.43% Reduce -10.2% 14,725 $1.6M
Novak & Powell Financial Services, Inc. 1.12% Reduce -25.8% 14,725 $1.6M
Ellevest, Inc. 0.26% Reduce -24.4% 14,682 $1.6M
UNIVEST FINANCIAL Corp 0.10% Reduce -0.8% 14,594 $1.6M
Winebrenner Capital Management LLC 1.28% Reduce -1.8% 14,520 $1.6M
Moors & Cabot, Inc. 0.07% Reduce -9.3% 14,455 $1.6M
2UniFi Bank 0.90% Add +8.8% 14,449 $1.6M
TFG Advisers LLC 0.53% Reduce -3.5% 14,251 $1.6M
Silvia McColl Wealth Management, LLC 1.13% No change 14,214 $1.6M
Clear Investment Research, LLC 1.95% Add +0.8% 14,156 $1.5M
Fulton Bank, N.A. 0.06% Add +11.9% 14,151 $1.5M
FRG Family Wealth Advisors LLC 0.27% Reduce -14.8% 14,141 $1.5M
Aua Capital Management, LLC 0.92% No change 14,118 $1.5M
General Partner, Inc. 0.90% No change 14,115 $1.5M
Baker Avenue Asset Management, LP 0.04% Reduce -3.0% 14,104 $1.5M
Midland Wealth Advisors, LLC 0.09% Reduce -5.8% 14,070 $1.5M
Winthrop Capital Management, LLC 0.39% Reduce -0.7% 14,045 $1.5M
Signet Financial Management, LLC 0.19% Reduce -7.9% 14,039 $1.5M
KOM Wealth Management Group, LLC 1.22% Reduce -22.2% 14,030 $1.5M
Intrinsic Value Partners, LLC 1.36% Add +31.8% 14,006 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -59.6% 14,001 $1.5M
MKD Wealth Coaches, LLC 1.61% Reduce -49.8% 13,970 $1.5M
Arbor Trust Wealth Advisors, LLC 0.75% Add +0.0% 13,966 $1.5M
FourThought Financial Partners, LLC 0.15% Add +47.6% 13,946 $1.5M
Peak Asset Management, LLC 0.28% Add +1.5% 13,940 $1.5M
Avion Wealth 0.35% Add +38.2% 13,903 $1.5M
GW&K Investment Management, LLC 0.01% Add +16.1% 13,889 $1.5M
Intergy Private Wealth, LLC 0.52% Add +10.5% 13,875 $1.5M
Portland Global Advisors LLC 0.18% Reduce -12.1% 13,874 $1.5M
Foster Victor Wealth Advisors, LLC 0.10% Reduce -2.5% 13,387 $1.5M
Center for Financial Planning, Inc. 0.17% Reduce -3.0% 13,816 $1.5M
International Private Wealth Advisors LLC 1.30% Reduce -3.1% 13,812 $1.5M
Awm Capital, LLC 0.16% No change 13,801 $1.5M
Eaton Financial Holdings Company, LLC 0.46% Add +393.0% 13,795 $1.5M
Edge Financial Advisors LLC 0.79% Reduce -4.6% 13,686 $1.5M
Cambridge Advisors Inc. 0.31% Add +0.2% 13,692 $1.5M
Rogco, LP 0.56% Add +2.1% 13,677 $1.5M
Adams Wealth Management 0.28% Add +201.0% 13,675 $1.5M
CacheTech Inc. 0.28% Add +201.0% 13,675 $1.5M
DHJJ Financial Advisors, Ltd. 0.54% Add +6.3% 13,667 $1.5M
Aaron Wealth Advisors LLC 0.15% Reduce -6.1% 13,665 $1.5M
J. W. Coons Advisors, LLC 0.34% Reduce -12.3% 13,660 $1.5M
WP Advisors, LLC 0.41% Add +0.4% 13,660 $1.5M
Investment Advisory Services Inc. /TX 0.50% Reduce -40.6% 13,642 $1.5M
Rathbones Group PLC 0.01% Reduce -0.2% 13,574 $1.5M
Fiduciary Advisors, Inc. 1.30% Add +50.0% 13,497 $1.5M
Asset Dedication, LLC 0.11% Add +9.0% 13,488 $1.5M
New England Asset Management Inc. 0.24% No change 13,410 $1.5M
Rhumbline Advisers 0.00% Reduce -56.7% 13,402 $1.5M
Rik Saylor Financial, Inc. 1.13% Reduce -0.8% 13,395 $1.5M
Kellett Wealth Advisors, LLC 0.95% Add +1.8% 13,366 $1.5M
Darden Wealth Group Inc 0.88% Reduce -8.2% 13,350 $1.5M
Cadinha & Co. LLC 0.24% Reduce -14.9% 13,345 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -16.3% 13,315 $1.5M
Ehrlich Financial Group 0.94% Add +7.7% 13,246 $1.4M
Swmg, LLC 0.49% Add +88.1% 12,828 $1.4M
Advyzon Investment Management, LLC 0.32% Add +35586.5% 13,204 $1.4M
Manhattan West Asset Management, LLC 0.33% Reduce -19.0% 13,141 $1.4M
TFC Financial Management, Inc. 0.20% Reduce -14.5% 13,123 $1.4M
Eagle Strategies LLC 0.22% Add +1.5% 13,110 $1.4M
AAF Wealth Management, LLC 0.65% Reduce -39.4% 13,030 $1.4M
Jamison Private Wealth Management, Inc. 0.20% Reduce -0.6% 13,001 $1.4M
Debussy Capital Management LP 0.21% Add +173.6% 12,995 $1.4M
Moloney Securities Asset Management, LLC 0.17% Reduce -30.5% 12,855 $1.4M
Cibc World Market Inc. 0.00% Reduce -2.4% 12,751 $1.4M
Continuum Wealth Advisors, LLC 0.67% Reduce -1.8% 12,677 $1.4M
Congress Asset Management Co. 0.01% Reduce -6.4% 12,657 $1.4M
Coldstream Capital Management Inc. 0.02% Reduce -20.1% 12,625 $1.4M
Allen Capital Group, LLC 0.14% Reduce -14.0% 12,539 $1.4M
QRG Capital Management, Inc. 0.01% Add +34.3% 12,516 $1.4M
Old North State Trust, LLC 0.93% Add +11.6% 12,484 $1.4M
Teachers Insurance & Annuity Association of America 1.69% Reduce -2.5% 12,422 $1.4M
Lineweaver Wealth Advisors, LLC 0.21% Reduce -34.3% 12,413 $1.4M
Financial Partners Group, Inc 0.19% Reduce -25.6% 12,371 $1.4M
Meridian Investment Counsel Inc. 0.36% No change 12,268 $1.3M
Accredited Wealth Management, LLC 1.09% Reduce -1.1% 12,264 $1.3M
Quadrant Private Wealth Management, LLC 0.28% Add +11.5% 12,244 $1.3M
LCNB Corp. 0.47% Reduce -0.6% 12,232 $1.3M
Princeton Global Asset Management LLC 0.24% Add +29.8% 12,208 $1.3M
Stonebridge Financial Group, LLC 0.13% Add +3.7% 12,160 $1.3M
Prairieview Wealth Partners, LLC 1.38% New 12,136 $1.3M
North Dallas Bank & Trust Co. 1.00% — 12,115 $1.3M
Wealth Management Nebraska 0.18% Add +7.8% 12,060 $1.3M
Beckerman Institutional, LLC 0.87% Reduce -8.8% 11,998 $1.3M
Eastern Bank 0.03% Reduce -5.2% 11,994 $1.3M
Pacific Point Advisors, LLC 0.71% Reduce -1.6% 11,993 $1.3M
LS Investment Advisors, LLC 0.19% Reduce -26.5% 11,962 $1.3M
Maxele Advisors, LLC 1.14% Add +1.6% 11,950 $1.3M
Woodstock Corp. 0.12% Reduce -34.0% 11,904 $1.3M
Evoke Wealth, LLC 0.03% Add +35.3% 11,880 $1.3M
OMNI 360 Wealth, Inc. 0.80% Reduce -1.1% 11,821 $1.3M
Lyell Wealth Management, LP 0.10% Reduce -50.0% 11,805 $1.3M
Plimoth Trust Co. LLC 0.31% Add +1.9% 11,805 $1.3M
Compton Financial Group, LLC 0.33% Reduce -36.7% 11,777 $1.3M
Richards, Merrill & Peterson, Inc. 0.61% Add +12.5% 11,734 $1.3M
Advisor OS, LLC 0.13% Reduce -12.5% 11,724 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Add +5.2% 11,723 $1.3M
Tilia Fiduciary Partners, Inc. 0.78% Reduce -4.3% 11,715 $1.3M
Exencial Wealth Advisors, LLC 0.04% Reduce -0.6% 11,700 $1.3M
Valpey Financial Services, LLC 0.88% — 11,686 $1.3M
Howland Capital Management LLC 0.05% Reduce -3.3% 11,683 $1.3M
Milestone Investment Advisors LLC 0.33% Reduce -24.6% 11,671 $1.3M
Hardin Capital Partners, LLC 0.75% Add +14.8% 11,455 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -1.1% 11,620 $1.3M
Flagship Private Wealth, LLC 0.54% Reduce -3.4% 11,611 $1.3M
Liberty Square Wealth Partners LLC 0.44% Reduce -4.1% 11,571 $1.3M
Columbia Bank 0.39% Reduce -1.5% 11,287 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.3M
Compass Ion Advisors, LLC 0.14% Add +0.3% 11,520 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Reduce -4.1% 11,092 $1.3M
Destiny Wealth Partners, LLC 0.17% New 11,458 $1.3M
Resurgent Financial Advisors LLC 0.69% Reduce -8.8% 11,422 $1.2M
Rockland Trust Co. 0.06% Add +0.4% 11,411 $1.2M
Gilbert & Cook, Inc. 0.17% Reduce -0.1% 11,396 $1.2M
Sterling Financial Planning, Inc. 0.41% Reduce -0.1% 11,367 $1.2M
Saxon Interests, Inc. 0.58% No change 11,867 $1.2M
XY Planning Network, Inc. 0.42% Add +24.8% 11,312 $1.2M
Essex Bank 0.29% Reduce -27.5% 11,299 $1.2M
Spirepoint Private Client, LLC 0.14% Add +2.8% 11,280 $1.2M
Independent Advisor Alliance 0.04% Reduce -14.2% 11,256 $1.2M
Tyler-Stone Wealth Management 0.20% Reduce -1.9% 11,245 $1.2M
1834 Investment Advisors Co. 0.16% Add +0.3% 11,240 $1.2M
Summit X, LLC 0.23% Reduce -6.2% 11,189 $1.2M
Kickstand Ventures, Llc. 0.29% Add +113.5% 11,187 $1.2M
Sandy Cove Advisors, LLC 0.44% Reduce -2.5% 11,179 $1.2M
Forum Private Client Group LLC 0.47% Reduce -0.5% 11,175 $1.2M
Anchor Investment Management, LLC 0.11% No change 11,163 $1.2M
Blue Trust, Inc. 0.01% Add +7.0% 11,153 $1.2M
KG Capital Management 0.36% Reduce -8.2% 11,106 $1.2M
Sovereign Financial Group, Inc. 0.25% Add +9.1% 11,099 $1.2M
FLC Capital Advisors 0.25% Reduce -0.2% 11,091 $1.2M
Paladin Advisory Group, LLC 0.93% Reduce -9.3% 11,089 $1.2M
Chemistry Wealth Management LLC 0.26% No change 10,945 $1.2M
Carr Financial Group Corp 0.35% Reduce -36.4% 10,931 $1.2M
Higgins & Schmidt Wealth Strategies LLC 0.66% Reduce -0.1% 10,862 $1.2M
Davies Financial Advisors, Inc. 0.92% Reduce -13.5% 10,851 $1.2M
Integrated Investment Consultants, LLC 0.23% Reduce -0.6% 10,775 $1.2M
Parkside Financial Bank & Trust 0.13% Reduce -5.7% 10,665 $1.2M
Klingenstein Fields & Co. LP 0.05% Add +6.7% 10,649 $1.2M
Allegheny Financial Group 0.26% Add +19.8% 10,641 $1.2M
Ti-Trust, Inc. 0.77% Add +0.8% 10,548 $1.2M
TCV Trust & Wealth Management, Inc. 0.10% Add +0.5% 10,540 $1.2M
Riverpoint Wealth Management Holdings, LLC 0.27% Add +10.3% 10,511 $1.1M
Axis Wealth Partners, LLC 0.75% Add +9.4% 10,481 $1.1M
GS Investments, Inc. 0.51% Reduce -3.5% 10,470 $1.1M
Ascentis Wealth Management, LLC 0.31% Add +1.2% 10,301 $1.1M
Arlington Trust Co LLC 0.22% Add +88.5% 10,425 $1.1M
Summit Investment Advisory Services, LLC 0.49% Reduce -0.7% 10,336 $1.1M
Laurel Wealth Planning LLC 0.64% Reduce -11.6% 10,335 $1.1M
Index Fund Advisors, Inc. 0.06% Add +0.5% 10,315 $1.1M
Wilkins Miller Wealth Management, LLC 0.77% Add +66.7% 10,311 $1.1M
IFC Advisors LLC 0.21% Add +8.5% 10,295 $1.1M
Principle Wealth Partners LLC 0.07% Reduce -96.4% 10,285 $1.1M
PBMares Wealth Management LLC 0.20% Add +3.9% 10,230 $1.1M
Lansing Street Advisors 0.33% Add +1.7% 10,220 $1.1M
Rockport Wealth LLC 0.26% New 10,219 $1.1M
Clearwater Capital Advisors, LLC 0.10% Reduce -6.8% 10,196 $1.1M
Founders Capital Management, LLC 0.19% Reduce -57.3% 10,172 $1.1M
BlueChip Wealth Advisors LLC 0.45% Reduce -0.7% 10,112 $1.1M
Fourth Dimension Wealth, LLC 0.47% Reduce -12.6% 10,108 $1.1M
Solstein Capital, LLC 0.56% Reduce -27.0% 10,073 $1.1M
Lincoln Capital LLC 0.21% Reduce -0.4% 10,071 $1.1M
Tudor Financial Inc. 0.62% Reduce -16.6% 10,050 $1.1M
Vise Technologies, Inc. 0.05% — 10,050 $1.1M
Maltin Wealth Management, Inc. 0.49% Reduce -1.3% 10,044 $1.1M
Broadview Financial Management, LLC 0.74% Add +1.0% 10,027 $1.1M
Oliver Luxxe Assets LLC 0.20% Add +3.5% 10,022 $1.1M
Destiny Capital Corp 0.66% Add +18.6% 10,017 $1.1M
Pasadena Private Wealth, LLC 0.19% No change 10,000 $1.1M
Moneco Advisors, LLC 0.10% Reduce -0.0% 9,988 $1.1M
Riverchase Wealth Management, LLC 0.69% No change 9,975 $1.1M
Ascentis Independent Advisors 0.20% Reduce -6.1% 9,966 $1.1M
Empowered Funds, LLC 0.01% New 9,960 $1.1M
Stock Yards Bank & Trust Co. 0.04% Reduce -10.6% 9,950 $1.1M
ZWJ Investment Counsel Inc. 0.04% Reduce -9.5% 9,938 $1.1M
Port Capital LLC 0.05% Add +0.0% 9,929 $1.1M
Severin Investments, LLC 1.02% Add +6.7% 9,918 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -85.2% 9,904 $1.1M
Wealth Dimensions Group, Ltd. 0.24% Add +3.0% 9,884 $1.1M
Opinicus Capital, Inc. 0.82% Reduce -0.1% 9,834 $1.1M
Alpha Omega Wealth Management LLC 0.19% Add +0.3% 9,818 $1.1M
Nelson Capital Management, LLC 0.14% Reduce -18.2% 9,804 $1.1M
Integrity Alliance, Llc. 0.06% Reduce -18.8% 9,793 $1.1M
Insigneo Advisory Services, LLC 0.09% Reduce -9.3% 9,790 $1.1M
Farnam Financial LLC 0.96% Reduce -0.5% 9,787 $1.1M
Pinnacle Wealth Management Group, Inc. 0.61% Reduce -1.7% 9,765 $1.1M
Landing Point Financial Group, LLC 0.67% Add +2.4% 9,726 $1.1M
White Knight Strategic Wealth Advisors, LLC 0.90% Reduce -8.0% 9,714 $1.1M
Sharkey, Howes & Javer 0.14% Reduce -32.7% 9,697 $1.1M
Tyche Wealth Partners LLC 0.21% Reduce -12.2% 9,635 $1.1M
Coordinated Financial Services, Inc. 0.74% — 9,615 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.48% Add +0.7% 9,589 $1.0M
Baker Ellis Asset Management LLC 0.14% No change 9,561 $1.0M
First Foundation Advisors 0.04% Reduce -1.0% 9,538 $1.0M
Crossmark Global Holdings, Inc. 0.02% Reduce -26.4% 9,482 $1.0M
Ipswich Investment Management Co., Inc. 0.25% Add +0.3% 9,460 $1.0M
Roundview Capital LLC 0.07% Add +6.8% 9,440 $1.0M
Arax Advisory Partners 0.05% Add +49.3% 5,189 $1.0M
Court Place Advisors, LLC 0.32% Reduce -0.8% 9,425 $1.0M
Donor Advised Charitable Giving, Inc. 0.02% Add +11.4% 9,369 $1.0M
CHB Investment Group, LLC 0.52% Reduce -4.4% 9,365 $1.0M
Fiduciary Financial Group, LLC 0.18% Reduce -0.9% 9,215 $1.0M
Legacy Financial Group LLC 0.14% Reduce -1.0% 9,353 $1.0M
Aviance Capital Partners, LLC 0.13% Add +0.3% 9,340 $1.0M
Nichols & Pratt Advisers LLP 0.07% New 9,280 $1.0M
Better Money Decisions, LLC 0.62% Reduce -1.3% 9,278 $1.0M
Waterloo Capital, L.P. 0.08% Reduce -14.3% 9,265 $1.0M
AssuredPartners Investment Advisors, LLC 0.25% Reduce -10.6% 9,244 $1.0M
ORG Partners LLC 0.22% Add +9.5% 9,108 $1.0M
Chandler Asset Management, Inc. 0.18% No change 9,150 $1.0M
KWB Wealth 0.12% Reduce -2.0% 9,512 $995K
Cosner Financial Group, LLC 0.55% Reduce -0.4% 9,089 $993K
Tompkins Financial Corp. 0.09% Reduce -6.3% 8,999 $984K
PCG Asset Management, LLC 0.84% Add +1.1% 8,975 $981K
Townsend Asset Management Corp. /NC/ 0.35% Reduce -6.7% 8,940 $977K
Tandem Investment Partners LLC 0.85% Reduce -1.2% 8,910 $974K
HRC Wealth Management, LLC 0.52% Add +6.0% 8,910 $974K
NavPoint Financial, Inc. 0.59% Reduce -18.0% 8,891 $972K
Capital Management Associates, Inc 0.31% Reduce -47.1% 8,891 $972K
Firestone Capital Management 0.23% Add +48.2% 8,835 $966K
American Trust 0.09% New 8,796 $961K
Cannell & Spears LLC 0.02% Add +2.2% 8,792 $961K
Keystone Financial Group, Inc. 0.61% Reduce -7.0% 8,566 $958K
Capital Advisors Wealth Management, LLC 0.15% Reduce -30.3% 8,749 $956K
Texas Bank & Trust Co 0.38% Add +1.4% 8,669 $947K
Berkshire Asset Management LLC 0.04% Reduce -2.3% 8,664 $947K
Zions Bancorporation, National Association 0.05% No change 8,663 $947K
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -3.5% 8,637 $944K
Evolution Wealth Advisors, LLC 0.14% No change 8,624 $943K
Bragg Financial Advisors, Inc 0.03% Reduce -0.8% 8,594 $939K
RPG Investment Advisory, LLC 0.12% Reduce -47.5% 8,570 $937K
Defined Wealth Management, LLC 0.58% Reduce -23.2% 8,561 $936K
Linscomb Wealth, Inc. 0.04% Reduce -0.1% 8,557 $935K
Cassaday & Co Wealth Management LLC 0.02% Reduce -14.4% 8,530 $932K
Vontobel Holding Ltd. 0.00% Reduce -5.8% 8,500 $929K
Pacific Center for Financial Services 0.25% Reduce -8.7% 8,491 $928K
Finward Bancorp 0.73% Add +8.7% 8,490 $928K
International Assets Investment Management, LLC 0.07% Reduce -5.9% 8,484 $927K
Plante Moran Financial Advisors, LLC 0.07% Add +17.1% 8,480 $927K
Birchcreek Wealth Management, LLC 0.52% Reduce -7.4% 8,470 $926K
Claro Advisors Inc. 0.15% Reduce -33.8% 8,466 $925K
KMT Wealth Management, LLC 0.54% No change 8,383 $916K
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -8.7% 8,376 $915K
Prospect Financial Services LLC 0.57% Add +0.2% 8,340 $911K
Pacific Sun Financial Corp 0.48% Reduce -4.7% 8,335 $911K
PGIM Custom Harvest LLC 0.02% Reduce -7.7% 8,318 $909K
Inscription Capital, LLC 0.13% Reduce -29.7% 8,304 $908K
TD Capital Management LLC 0.09% Add +7.6% 8,269 $904K
Three Seasons Wealth, LLC 0.10% Reduce -6.8% 8,262 $903K
Probity Advisors, Inc. 0.16% Reduce -3.0% 8,215 $898K
Corundum Group, Inc. 0.40% No change 8,208 $897K
Sageworth Trust Co of South Dakota 0.97% Add +8.5% 8,203 $897K
Sweeney & Michel, LLC 0.32% Add +1.9% 7,924 $894K
TL Private Wealth 0.37% Add +0.2% 8,035 $893K
Strategic Wealth Partners, Ltd. 0.07% — 8,132 $889K
Brio Consultants, LLC 0.13% Reduce -23.4% 8,093 $884K
Objective Capital Management, LLC 0.99% Reduce -7.9% 8,086 $884K
New Century Financial Group, LLC 1.04% New 8,077 $883K
Ade, LLC 0.47% Reduce -14.0% 8,055 $880K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -3.8% 8,019 $876K
NWF Advisory Services Inc. 0.10% Reduce -2.3% 8,018 $876K
Sonata Capital Group Inc. 0.35% Reduce -7.6% 8,006 $875K
Vannoy Advisory Group, Inc. 0.60% Add +0.1% 7,967 $871K
Foster Group, Inc. 0.03% Add +92.4% 7,956 $870K
Trivium Point Advisory, LLC 0.09% Reduce -3.0% 7,916 $865K
National Wealth Management Group, LLC 0.48% Add +1.5% 7,912 $865K
Russell Investments Group, Ltd. 0.00% Add +8.7% 7,897 $863K
180 Wealth Advisors, LLC 0.12% Reduce -1.7% 7,879 $861K
Hudson Capital Management LLC 0.25% Reduce -90.7% 7,874 $861K
Marks Group Wealth Management, Inc 0.08% Reduce -6.5% 7,863 $859K
Oxford Financial Group, LTD. LLC 0.05% Reduce -26.1% 7,861 $859K
Steel Grove Capital Advisors, LLC 0.10% Add +6.7% 7,854 $858K
Tufton Capital Management 0.16% Add +0.6% 7,846 $857K
Cardiff Park Advisors, LLC 0.07% Add +0.3% 7,825 $855K
Orion Capital Management LLC 0.33% Reduce -5.0% 7,823 $855K
Creative Financial Designs Inc. 0.06% Reduce -13.4% 7,807 $853K
First National Bank & Trust Co. of Newtown 0.17% Add +32.6% 7,799 $852K
Beacon Financial Advisory LLC 0.22% Add +3.0% 7,780 $850K
Wooster Corthell Wealth Management, Inc. 0.16% Reduce -1.5% 7,769 $849K
Baltimore-Washington Financial Advisors, Inc. 0.04% Reduce -91.4% 7,749 $847K
Fortune Financial Advisors, LLC 0.68% Reduce -1.5% 7,748 $847K
BIP Wealth, LLC 0.05% Add +0.9% 7,743 $846K
Argentarii, LLC 0.39% Reduce -16.4% 7,730 $845K
MFA Wealth Services 0.63% Reduce -6.3% 7,722 $844K
Hohimer Wealth Management, LLC 0.15% No change 7,718 $844K
Crew Capital Management, Ltd 0.61% Reduce -29.0% 7,716 $843K
First Bancorp, Inc 0.48% Add +0.7% 7,667 $838K
Providence First Trust Co 0.29% New 7,641 $835K
S&T Bank 0.25% No change 7,638 $835K
Kennebec Savings Bank 0.82% No change 7,635 $834K
Brookmont Capital Management 0.48% Add +0.4% 7,634 $834K
Colton Groome Financial Advisors, LLC 0.28% Reduce -12.2% 7,634 $834K
First Commonwealth Financial Corp 0.18% Reduce -30.9% 7,616 $832K
Inman Jager Wealth Management, LLC 0.56% Add +1.9% 7,615 $832K
Signaturefd, LLC 0.01% Reduce -13.0% 7,611 $832K
Insight Advisors, LLC/ PA 0.13% Add +7.6% 7,607 $831K
Victrix Investment Advisors 0.37% Add +0.1% 7,593 $830K
Cowa, LLC 0.32% Reduce -62.1% 7,585 $829K
Larson Financial Group LLC 0.03% Reduce -19.6% 7,566 $827K
Indiana Trust & Investment Management Co 0.27% Reduce -5.4% 7,554 $826K
Financial Partners Group, LLC 0.30% Add +1.7% 7,548 $825K
Fort Washington Investment Advisors Inc. 0.00% Reduce -6.4% 7,507 $820K
Transatlantique Private Wealth LLC 0.30% No change 7,500 $820K
Verity Asset Management, Inc. 0.39% Reduce -60.0% 7,485 $818K
Greenhouse Wealth Management, LLC 0.53% Reduce -0.6% 7,460 $815K
Sound View Wealth Advisors Group, LLC 0.06% Add +9.3% 7,448 $814K
EdgeRock Capital LLC 0.26% New 7,448 $814K
Sound Financial Strategies Group, LLC 0.69% Reduce -0.7% 7,422 $811K
WFA of San Diego, LLC 0.60% — 7,411 $810K
PTM Wealth Management, LLC 0.53% Reduce -0.9% 7,132 $807K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -0.4% 7,367 $805K
Vertex Planning Partners, LLC 0.17% Reduce -0.1% 7,331 $801K
Gilman Hill Asset Management, LLC 0.13% Add +31.6% 7,330 $801K
Sensible Money, LLC 0.30% Add +0.0% 7,314 $799K
Mma Asset Management LLC 0.31% Add +8.9% 7,286 $796K
SC&H Financial Advisors, Inc. 0.14% Reduce -2.3% 7,279 $796K
Henrickson Nauta Wealth Advisors, Inc. 0.27% No change 7,265 $794K
American Capital Advisory, LLC 0.40% Reduce -10.9% 7,250 $792K
BKM Wealth Management, LLC 0.31% Add +3.1% 7,204 $787K
White Lighthouse Investment Management Inc. 0.13% Add +13.1% 7,195 $786K
Capasso Planning Partners LLC 0.44% Reduce -3.1% 7,182 $785K
Centurion Wealth Management LLC 0.22% Reduce -9.2% 7,165 $783K
Tru Independence Asset Management 2, LLC 0.53% Add +5.7% 7,146 $781K
Rf&l Wealth Management, LLC 0.50% Add +104.3% 7,119 $778K
Seeds Investor LLC 0.18% Add +22.0% 7,116 $778K
Key Financial Inc 0.16% Reduce -17.0% 7,113 $777K
Motco 0.07% Reduce -36.0% 7,037 $776K
McCarter Private Wealth Services LLC 0.44% New 7,086 $774K
AdvisorNet Financial, Inc 0.05% Add +0.2% 7,063 $772K
Kondo Wealth Advisors, Inc. 0.34% No change 6,956 $772K
EverSource Wealth Advisors, LLC 0.03% Reduce -25.4% 7,062 $772K
Future You Wealth LLC 0.42% Add +66.5% 7,060 $772K
Strategies Wealth Advisors, LLC 0.08% Reduce -15.6% 7,035 $769K
Security National Bank 0.13% Reduce -0.8% 7,025 $768K
Brown, Lisle/Cummings, Inc. 0.20% Add +9.0% 7,018 $767K
Waters Parkerson & Co., LLC 0.04% No change 7,016 $767K
Barrett & Company, Inc. 0.29% Reduce -0.8% 7,015 $767K
Thompson Investment Management, Inc. 0.11% Add +5.2% 7,013 $766K
Confluence Wealth Services, Inc. 0.04% Add +17.1% 7,011 $766K
Edgemoor Investment Advisors, Inc. 0.07% Reduce -14.3% 7,005 $766K
Camarda Financial Advisors, LLC 0.30% Add +36.5% 6,993 $764K
Balance Wealth Partners LLC 0.45% Add +0.5% 6,992 $764K
Keyvantage Wealth, LLC 0.34% Reduce -7.1% 6,981 $763K
Powell Investment Advisors, LLC 0.29% Add +20.5% 6,969 $762K
Cornerstone Planning Group LLC 0.15% Reduce -25.1% 6,848 $759K
M.E. Allison & Co., Inc. 0.61% Add +2.0% 6,942 $759K
Opulen Financial Group LLC 0.62% No change 6,928 $757K
Matauro, LLC 0.14% Reduce -8.7% 6,922 $757K
Orrstown Financial Services Inc. 0.16% Reduce -39.9% 6,917 $756K
Centricity Wealth Management, LLC 0.60% Reduce -7.0% 6,913 $756K
Maseco LLP 0.03% — 6,905 $755K
Bowman & Co S.C. 0.34% Add +8.0% 6,894 $754K
Commonwealth Financial Services, LLC 0.15% Reduce -9.4% 6,893 $753K
Talon Private Wealth, LLC 0.10% Reduce -2.3% 6,883 $752K
Bank Ozk 0.29% Reduce -17.8% 6,875 $751K
Ignite Planners, LLC 0.13% Reduce -13.1% 6,664 $745K
RiverFront Investment Group, LLC 0.01% Reduce -98.8% 6,777 $741K
Perritt Capital Management Inc 0.38% Add +0.4% 6,728 $735K
PAX Financial Group, LLC 0.14% Add +0.2% 6,720 $734K
LVM Capital Management Ltd. 0.08% Reduce -0.5% 6,717 $734K
Institute for Wealth Management, LLC. 0.08% Add +141.3% 6,695 $732K
Angeles Wealth Management, LLC 0.05% Add +347.1% 6,684 $730K
Moneywise, Inc. 0.34% Add +0.3% 6,675 $729K
Sather Financial Group Inc 0.04% No change 6,670 $729K
Bestgate Wealth Advisors, LLC 1.51% No change 6,957 $727K
Horizons Wealth Management 0.53% Reduce -11.9% 6,646 $726K
City National Bank of Florida 0.53% Reduce -0.7% 6,644 $726K
Ridgeline Wealth Planning, LLC 0.60% Add +22.6% 6,632 $725K
Gemmer Asset Management LLC 0.06% Add +11.2% 6,626 $724K
Marshall Financial Group, LLC 0.14% Reduce -7.3% 6,479 $720K
Outlook Wealth Advisors, LLC 0.19% Reduce -0.3% 6,589 $720K
Fisher Asset Management 0.00% Reduce -36.6% 6,583 $720K
Wetzel Investment Advisors, Inc. 0.33% Reduce -85.3% 6,582 $719K
Emprise Bank 0.35% No change 6,580 $719K
Stelac Advisory Services LLC 0.27% No change 6,561 $717K
Pioneer Trust Bank N A 0.18% Reduce -0.6% 6,560 $717K
Helium Advisors LLC 0.45% Reduce -3.8% 6,558 $717K
Equita Financial Network, Inc. 0.28% Reduce -5.3% 6,550 $716K
Parallax Volatility Advisers, L.P. 0.04% New 6,539 $715K
Yukon Wealth Management, Inc. 0.25% Reduce -0.8% 6,505 $711K
Lincoln Capital Corp. 0.27% No change 6,472 $707K
First Heartland Consultants, Inc. 0.06% Reduce -1.1% 6,440 $704K
Empirical Asset Management, LLC 0.22% Reduce -3.0% 6,421 $702K
Clearbridge Investments, LLC 0.00% Add +3.2% 6,417 $701K
Nilsine Partners, LLC 0.07% Add +14.8% 6,390 $698K
Blue Barn Wealth, LLC 0.33% Add +6.5% 6,517 $697K
Forte Asset Management LLC 0.35% Reduce -34.5% 6,331 $692K
Gradient Capital Advisors, LLC 0.20% Reduce -1.2% 6,325 $691K
Seven Post Investment Office LP 0.26% No change 6,298 $688K
Traynor Capital Management, Inc. 0.05% Reduce -94.8% 6,192 $687K
HORAN Wealth, LLC 0.21% — 6,283 $687K
Total Wealth Planning, LLC 0.09% Reduce -2.2% 6,274 $686K
Horizon Family Wealth, Inc. 0.42% Add +19.1% 6,269 $685K
Boston Trust Walden Corp 0.00% Reduce -19.6% 6,253 $683K
Wealth Effects LLC 0.25% Reduce -9.6% 6,232 $681K
Advisors Capital Management, LLC 0.01% Reduce -21.1% 6,228 $681K
Calton & Associates, Inc. 0.12% New 6,207 $678K
Ardent Capital Management, Inc. 0.32% No change 6,196 $677K
Insight Wealth Strategies, LLC 0.09% Reduce -4.3% 6,092 $676K
Stokes Capital Advisors, LLC 0.16% Reduce -12.3% 6,158 $673K
White Pine Capital LLC 0.21% Add +0.1% 6,155 $673K
Integral Investment Advisors, Inc. 0.19% Reduce -8.1% 6,143 $671K
Truepoint, Inc. 0.02% Add +1.0% 6,138 $671K
Invesco Ltd. 0.00% Reduce -11.3% 6,133 $670K
Philadelphia Trust Co. 0.05% No change 6,124 $669K
Marex Group Ltd 0.01% Reduce -22.7% 6,110 $668K
Creekside Partners 0.32% Add +0.1% 6,110 $668K
Washington Trust Advisors, Inc. 0.05% Add +0.1% 6,109 $668K
Kraft Asset Management, LLC 0.62% No change 6,092 $666K
Sfm, LLC 0.43% Add +16.0% 6,090 $666K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -2.4% 6,088 $665K
Advisory Alpha, LLC 0.02% Reduce -4.0% 6,058 $662K
Professional Financial Advisors, LLC 0.15% Reduce -3.6% 6,044 $661K
Droms Strauss Advisors Inc. /Mo/ 0.20% Add +0.1% 6,040 $660K
SteelPeak Wealth, LLC 0.03% Add +0.9% 6,026 $659K
HFG Advisors, Inc. 0.52% No change 6,017 $658K
Dupree Financial Group, LLC 0.26% Reduce -2.5% 5,992 $655K
Sterling Capital Management LLC 0.01% Add +2.9% 5,990 $655K
Brightwater Advisory LLC 0.47% No change 5,958 $651K
Shepherd Financial Partners LLC 0.07% Reduce -24.5% 5,951 $650K
Hillcrest Wealth Advisors - NY, LLC 0.31% No change 5,950 $650K
Teamwork Financial Advisors, LLC 0.08% Reduce -15.0% 5,946 $650K
Cooper Financial Group 0.08% Reduce -15.7% 5,944 $650K
FreeGulliver LLC 0.30% Add +16.6% 5,942 $649K
FMB Wealth Management 0.31% No change 5,936 $649K
Elios Financial Group Inc. 0.29% Add +0.1% 5,934 $648K
Clarity Capital Partners LLC 0.23% Reduce -25.4% 5,884 $643K
McNaughton Wealth Management, LLC 0.29% Add +0.1% 5,880 $643K
ETF Store, Inc. 0.74% Reduce -3.1% 5,869 $641K
Sierra Summit Advisors LLC 0.11% Reduce -3.2% 5,864 $641K
Vista Capital Partners, Inc. 0.07% Add +18.3% 5,862 $641K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.1% 5,845 $639K
GGM Financial LLC 0.37% Reduce -5.6% 5,844 $639K
Motive Wealth Advisors 0.29% Reduce -1.4% 5,822 $636K
Crews Bank & Trust 0.10% Reduce -2.5% 5,821 $636K
Carson Advisory Inc. 0.40% Reduce -13.4% 5,813 $635K
Lazari Capital Management, Inc. 0.24% Add +0.1% 5,812 $635K
Kearns & Associates LLC 0.36% No change 5,808 $635K
McIlrath & Eck, LLC 0.07% Add +0.3% 5,806 $634K
Richmond Investment Services, LLC 0.13% New 5,799 $634K
Acorn Wealth Advisors, LLC 0.24% Reduce -19.4% 5,793 $633K
Advanced Asset Management Advisors Inc 0.17% No change 5,781 $632K
Bouchey Financial Group, Ltd. 0.05% No change 5,779 $632K
American Institute for Advanced Investment Management, LLP 0.45% Reduce -9.9% 5,775 $631K
Meridian Wealth Advisors, LLC 0.10% Add +0.2% 5,754 $629K
Flywheel Private Wealth LLC 0.50% Reduce -6.5% 5,738 $627K
AlphaStar Capital Management, LLC 0.04% New 5,734 $627K
Connors Investor Services Inc. 0.06% Add +143.9% 5,678 $621K
River Wealth Advisors LLC 0.08% Reduce -65.4% 5,673 $620K
Sendero Wealth Management, LLC 0.08% No change 5,670 $620K
Nicolet Bankshares Inc. 0.11% Add +4.7% 5,643 $617K
American Investment Services, Inc. 0.16% Add +1.2% 5,636 $616K
Trueblood Wealth Management, LLC 0.26% Add +8.9% 5,635 $616K
CIBC Asset Management Inc 0.00% No change 5,634 $616K
InvesTrust 0.24% Add +4.3% 5,611 $613K
Armstrong Advisory Group, Inc. 0.05% Reduce -7.4% 5,611 $613K
Ledyard National Bank 0.06% Reduce -10.2% 5,610 $613K
S.E.E.D. Planning Group LLC 0.19% Add +0.2% 5,607 $613K
Formidable Asset Management, LLC 0.10% No change 5,859 $613K
Deutsche Bank AG 0.00% Reduce -1.1% 5,581 $610K
CNB Bank 0.29% Add +1.3% 5,567 $608K
Aprio Wealth Management, LLC 0.07% Reduce -37.1% 5,563 $608K
Exchange Bank 0.48% Reduce -0.6% 5,558 $607K
Daner Wealth Management, LLC 0.42% — 5,306 $607K
W Advisors, LLC 0.35% No change 5,546 $606K
Tsfg, LLC 0.11% Reduce -3.2% 5,546 $606K
Janney Capital Management LLC 0.04% Reduce -0.3% 5,538 $605K
Root Financial Partners, LLC 0.06% Add +7.6% 5,510 $602K
First National Advisers, LLC 0.09% Reduce -0.4% 5,509 $602K
EPG Wealth Management LLC 0.18% Reduce -90.4% 5,500 $601K
Family Manage LLC 0.09% No change 5,459 $597K
Strathmore Capital Advisors, Inc. 0.26% — 5,271 $595K
Studio Investment Management LLC 0.12% Add +6.1% 5,443 $595K
21 West Wealth Management LLC 0.60% — 5,436 $594K
SP Asset Management LLC 0.05% Reduce -1.4% 5,414 $592K
Kovack Advisors, Inc. 0.06% Reduce -17.2% 5,404 $591K
Northstar Advisory Group, LLC 0.29% Add +0.4% 5,397 $590K
Modus Advisors, LLC 0.18% Add +1.6% 5,394 $589K
Sunpointe, LLC 0.23% Add +4.0% 5,393 $589K
Liberty Wealth Management LLC 0.09% Reduce -0.2% 5,372 $587K
Wealth Group Ltd 0.15% Reduce -9.9% 5,349 $585K
Alhambra Investment Management LLC 0.29% Reduce -0.3% 5,336 $583K
Apollon Financial, LLC 0.12% Reduce -2.3% 5,323 $582K
Hoxton Planning & Management, LLC 0.20% Reduce -1.5% 5,301 $579K
Brandywine Oak Private Wealth LLC 0.05% Add +0.2% 5,280 $577K
Williams Jones Wealth Management, LLC. 0.01% Reduce -11.8% 5,269 $576K
Ameriflex Group, Inc. 0.30% Reduce -11.8% 5,273 $576K
Banque Pictet & Cie SA 0.01% Add +14.1% 5,249 $574K
Strategic Financial Planning, Inc. 0.36% No change 5,220 $570K
Haverford Financial Services, Inc. 0.17% No change 5,210 $569K
3Chopt Investment Partners, LLC 0.14% No change 5,204 $569K
Kathleen S. Wright Associates Inc. 0.22% Reduce -2.8% 5,182 $566K
Dale Q Rice Investment Management Ltd 0.47% Reduce -53.1% 5,055 $564K
Seaside Wealth Management, Inc. 0.18% New 5,157 $564K
Credit Industriel Et Commercial 0.12% Reduce -25.9% 5,147 $563K
Willow Creek Wealth Management Inc. 0.05% Reduce -11.4% 5,145 $562K
Ibex Wealth Advisors 0.06% New 5,138 $562K
Peak Planning Group, LLC 0.36% Reduce -49.3% 5,126 $560K
Clear Harbor Asset Management, LLC 0.04% Add +11.8% 5,124 $560K
Medallion Wealth Advisors, LLC 0.22% Reduce -3.8% 5,039 $560K
Alexander Randolph Advisory, Inc. 0.50% Add +31.6% 5,118 $559K
Capital City Trust Co. 0.14% Reduce -1.3% 5,114 $559K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% No change 5,102 $558K
Townsquare Capital LLC 0.05% Reduce -93.6% 5,083 $556K
Salem Investment Counselors Inc. 0.02% Reduce -5.9% 5,079 $555K
Fortress Private Ledger, LLC 0.25% Reduce -16.4% 5,073 $554K
Somerset Trust Co 0.18% Reduce -3.2% 5,059 $553K
CWA Asset Management Group, LLC 0.02% Reduce -29.5% 5,039 $551K
Silverlake Wealth Management LLC 0.16% Reduce -9.4% 5,032 $550K
Upper Left Wealth Management, LLC 0.37% Add +7.0% 5,032 $550K
Almanack Investment Partners, LLC. 0.09% Add +105.3% 5,029 $550K
First Trust Advisors LP 0.00% Add +34.9% 5,028 $550K
Ashford Advisors, LLC 0.13% Reduce -65.0% 1,290 $548K
Loudon Investment Management, LLC 0.30% Add +2.0% 5,010 $548K
Main Street Financial Solutions, LLC 0.04% Reduce -2.6% 5,008 $547K
Glass Jacobson Investment Advisors llc 0.21% Reduce -12.3% 5,001 $547K
Allstate Corp. 0.04% No change 5,000 $546K
Davidson Kahn Capital Management, LLC 0.35% Reduce -0.8% 4,997 $546K
Avondale Wealth Management 0.30% Reduce -64.2% 4,980 $544K
Pallas Capital Advisors LLC 0.02% Reduce -23.9% 4,978 $544K
Main Street Group, LTD 0.20% Reduce -2.0% 4,976 $544K
Live Oak Private Wealth LLC 0.08% Reduce -0.2% 4,963 $542K
Uptick Partners, LLC 0.15% Add +0.4% 4,954 $541K
Scotia Capital Inc. 0.00% Reduce -84.4% 4,884 $534K
WMG Financial Advisors, LLC 0.20% Add +1.3% 4,871 $532K
Optivise Advisory Services LLC 0.27% Reduce -26.1% 4,864 $532K
Total Clarity Wealth Management, Inc. 0.15% Add +69.2% 4,863 $531K
GWN Securities Inc. 0.10% Reduce -72.8% 4,846 $531K
IMS Capital Management 0.25% No change 4,860 $531K
Financial Perspectives, Inc 0.16% Add +0.5% 4,832 $528K
Bluefin Capital Management, LLC 0.42% New 4,832 $528K
Westwood Holdings Group Inc. 0.00% Reduce -31.8% 4,822 $527K
Maia Wealth LLC 0.10% Reduce -6.3% 4,813 $526K
Postrock Partners LLC 0.25% No change 4,800 $525K
Bordeaux Wealth Advisors LLC 0.07% No change 4,779 $522K
Costello Asset Management, INC 0.20% No change 4,765 $521K
Spectrum Asset Management, Inc. (NB/CA) 0.23% New 4,762 $520K
North Star Investment Management Corp. 0.04% Reduce -0.0% 4,746 $519K
JB Capital LLC 0.03% Add +7.9% 4,742 $518K
Argent Advisors, Inc. 0.16% No change 4,724 $516K
WealthBridge Capital Management, LLC 0.13% Reduce -28.3% 4,697 $513K
Beacon Bank & Trust 0.12% No change 4,680 $511K
Peddock Capital Advisors, LLC 0.12% No change 4,666 $510K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -13.8% 4,666 $510K
Finley Financial, LLC 0.26% No change 4,660 $509K
Lakeridge Wealth Management LLC 0.23% Reduce -2.9% 4,654 $509K
Sierra Capital LLC 0.06% No change 4,652 $508K
Quattro Financial Advisors LLC 0.18% No change 4,644 $508K
Running Point Capital Advisors, LLC 0.14% No change 4,640 $507K
Pinnacle Financial Group, LLC / IL 0.17% Add +1.8% 4,631 $506K
Financial Freedom, LLC 0.27% Reduce -9.9% 4,622 $505K
Shared Vision Wealth Group LLC 0.25% Add +9.5% 4,578 $505K
FWG Investments, LLC. 0.38% New 4,617 $505K
Alta Wealth Advisors LLC 0.24% Reduce -15.5% 4,615 $504K
Jackson Hole Capital Partners, LLC 0.09% Add +2.6% 4,610 $504K
Doliver Advisors, LP 0.14% Reduce -4.1% 4,602 $503K
Parkside Investments, LLC 0.07% Reduce -0.9% 4,594 $502K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $502K
BSW Wealth Partners 0.07% Reduce -16.0% 4,592 $502K
Financial Council, LLC 0.24% No change 4,573 $500K
JGP Wealth Management, LLC 0.06% Add +3.7% 4,572 $500K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -14.5% 4,572 $500K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -4.3% 4,536 $496K
Thomasville National Bank 0.03% Add +0.8% 4,533 $495K
Brown Wealth Management, LLC 0.15% Reduce -89.1% 4,526 $495K
Bonfire Financial 0.40% Add +0.0% 4,515 $493K
GAMCO Investors 0.00% New 4,513 $493K
Tassel Capital Management, Inc. 0.38% Add +16.1% 4,504 $492K
Primoris Wealth Advisors, LLC 0.34% Add +0.0% 4,501 $492K
BigSur Wealth Management LLC 0.12% No change 4,500 $492K
Courage Miller Partners, LLC 0.16% No change 4,489 $491K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -0.6% 4,482 $490K
S.A. Mason LLC 0.24% No change 4,478 $489K
Correct Capital Wealth Management 0.09% Reduce -13.2% 4,459 $487K
Howard Capital Management Group, LLC 0.03% No change 4,449 $486K
Market Street Wealth Management Advisors LLC 0.08% Reduce -7.4% 4,445 $486K
Asset Allocation & Management Company, LLC 0.23% Reduce -19.9% 4,441 $485K
Capstone Financial Advisors, Inc. 0.03% Add +56.0% 4,437 $485K
Whalerock Point Partners, LLC 0.11% Reduce -3.5% 4,437 $485K
Clear Point Advisors Inc. 0.41% Reduce -2.0% 4,409 $482K
MV Capital Management, Inc. 0.05% Reduce -42.4% 4,408 $482K
Nabity-Jensen Investment Management Inc 0.35% No change 4,380 $479K
SFG Wealth Management, LLC. 0.29% Add +84.5% 4,379 $479K
Cove Private Wealth, LLC 0.17% Add +18.4% 4,365 $477K
Stonehaven Wealth & Tax Solutions, LLC 0.47% Add +4.2% 4,361 $477K
Invenio Wealth Partners LLC 0.19% Add +3.9% 4,346 $475K
Blue Bell Private Wealth Management, LLC 0.08% Add +5.1% 4,339 $474K
FC Advisory LLC 0.15% Add +0.3% 4,337 $474K
McRae Capital Management Inc. 0.10% Reduce -25.5% 4,327 $473K
Ballentine Capital Advisors, Inc 0.22% Reduce -13.4% 4,322 $472K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 4,320 $472K
Traveka Wealth, LLC 0.25% Reduce -3.4% 4,318 $472K
Johnson Bixby & Associates, LLC 0.06% Reduce -2.8% 4,310 $471K
Allie Family Office LLC 0.23% Add +0.3% 4,304 $470K
Leisure Capital Management 0.18% Add +6.2% 4,300 $470K
Melfa Wealth Management, Inc. 0.30% Add +0.7% 4,293 $469K
Balefire, LLC 0.10% Add +47.7% 4,268 $466K
Charter Oak Capital Management, LLC 0.04% Reduce -9.2% 4,268 $466K
Orange Investment Advisors, Inc. 0.05% Add +1.0% 4,261 $466K
Kooman & Associates 0.16% Add +1.6% 4,255 $465K
Pine Haven Investment Counsel, Inc 0.36% No change 4,230 $462K
Sound Income Strategies, LLC 0.03% Reduce -86.2% 4,223 $462K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Reduce -0.8% 4,215 $461K
Guyasuta Investment Advisors Inc. 0.03% Add +4.5% 4,209 $460K
GW Henssler & Associates Ltd. 0.02% Reduce -8.6% 4,192 $458K
Orgel Wealth Management, LLC 0.01% Add +0.4% 4,183 $457K
Souders Financial Advisors 0.06% Reduce -36.6% 4,180 $457K
Appleton Partners Inc. 0.03% Reduce -3.0% 4,169 $456K
Founders Financial Alliance, LLC 0.10% Reduce -24.4% 4,148 $453K
Watershed Private Wealth LLC 0.16% Reduce -23.5% 4,138 $452K
Lantz Financial LLC 0.11% Reduce -1.1% 4,132 $452K
Stokes Family Office, LLC 0.05% Reduce -0.1% 4,128 $451K
Tribridge Partners Financial LLC 0.26% — 4,118 $450K
Procyon Advisors, LLC 0.04% Reduce -35.8% 4,115 $450K
Altus Wealth Group LLC 0.20% Add +0.2% 4,109 $449K
First PREMIER Bank 0.11% Add +2.1% 4,098 $448K
GDS Wealth Management 0.03% Add +11.7% 4,074 $445K
Hollencrest Capital Management 0.02% Reduce -77.0% 4,049 $443K
BlueStem Wealth Partners, LLC 0.05% Reduce -0.3% 4,046 $442K
Mosaic Financial Group, LLC 0.34% Add +0.1% 4,035 $441K
Cyndeo Wealth Partners, LLC 0.03% Reduce -9.3% 4,034 $441K
Activest Wealth Management 0.11% Add +29.8% 4,026 $440K
Gouws Capital LLC 0.27% No change 4,025 $440K
KCM Investment Advisors LLC 0.01% Add +10.0% 4,023 $440K
Smith Anglin Financial, LLC 0.04% Reduce -15.4% 4,015 $439K
Lam Group, Inc. 0.29% No change 4,000 $437K
Plum Street Advisors, LLC 0.19% Reduce -0.4% 3,997 $437K
Dagco, Inc. 0.12% Reduce -4.4% 3,980 $435K
Ballast, Inc. 0.11% No change 3,977 $435K
Client 1ST Advisory Group, LLC 0.16% Add +5.2% 3,974 $434K
GM Advisory Group, LLC 0.02% Add +25.7% 3,974 $434K
Wells Financial Advisors INC 0.60% Reduce -16.4% 3,970 $434K
Bogart Wealth, LLC 0.02% Add +107.4% 3,969 $434K
Nicolet Advisory Services, LLC 0.04% New 3,989 $433K
Triad Wealth Partners, LLC 0.09% Reduce -10.2% 3,955 $432K
Keystone Wealth Services, LLC 0.10% Add +0.2% 3,952 $432K
Kingsman Wealth Management, Inc. 0.27% Reduce -34.2% 3,939 $430K
Aufman Associates Inc 0.26% Add +0.2% 3,923 $429K
Ironwood Investment Counsel, LLC 0.07% Add +0.2% 3,922 $429K
TruWealth Advisors, LLC 0.02% No change 3,917 $428K
waypoint wealth counsel 0.21% Reduce -15.4% 3,907 $427K
Atlas Private Wealth Advisors 0.05% Add +0.3% 3,898 $426K
WealthPLAN Partners, LLC 0.07% Reduce -32.6% 3,884 $425K
Kwmg, LLC 0.04% Reduce -6.6% 3,877 $424K
DKM Wealth Management, Inc. 0.36% Reduce -17.4% 3,870 $423K
LifeSteps Financial, Inc. 0.29% Add +0.7% 3,870 $423K
Cascade Financial Partners, LLC 0.05% Add +3.6% 3,851 $421K
Duncker Streett & Co. Inc. 0.08% Reduce -3.5% 3,843 $420K
Private Capital Management, LLC 0.04% Add +5.5% 3,840 $420K
Cherry Tree Wealth Management, LLC 0.10% Reduce -29.4% 3,833 $419K
Willner & Heller, LLC 0.35% Reduce -7.1% 3,818 $417K
Alerus Financial NA 0.03% Add +0.4% 3,813 $417K
Nadler Financial Group, Inc. 0.04% Add +11.4% 3,796 $415K
F&V Capital Management, LLC 0.11% Add +1.3% 3,770 $412K
AlphaCore Capital LLC 0.02% Add +48.7% 3,767 $412K
L.M. Kohn & Company 0.11% Reduce -50.1% 3,765 $411K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 3,761 $411K
Truvestments Capital LLC 0.08% Reduce -15.0% 3,753 $410K
Winthrop Advisory Group LLC 0.04% Add +7.9% 3,752 $410K
CVFG LLC 0.32% Reduce -0.2% 3,745 $409K
T. Rowe Price Associates Inc. 0.00% No change 3,724 $407K
Garner Asset Management Corp 0.19% Add +0.2% 3,721 $407K
Vestmark Advisory Solutions, Inc. 0.01% Add +21.5% 3,718 $406K
Legacy Capital Wealth Partners, LLC 0.09% Reduce -28.2% 11,738 $406K
Collaborative Wealth Managment Inc. 0.18% Add +25.0% 3,713 $406K
ARS Wealth Advisors Group, LLC 0.05% Reduce -2.6% 3,710 $405K
TFB Advisors LLC 0.11% Reduce -9.1% 3,701 $404K
Milestone Asset Management Group, LLC 0.30% Add +23.7% 3,700 $404K
PSI Advisors, LLC 0.20% Reduce -8.4% 3,696 $404K
Rainey & Randall Wealth Advisors Inc. 0.07% Reduce -33.9% 3,696 $404K
Rossby Financial, LCC 0.15% Add +3.5% 3,683 $403K
Weaver Capital Management LLC 0.10% Reduce -8.4% 3,674 $402K
Level Wealth Management LLC 0.23% Add +85.2% 3,672 $401K
Sentinel Trust Co. Lba 0.04% No change 3,672 $401K
Alpha Cubed Investments, LLC 0.02% Add +6.6% 3,651 $399K
Crux Wealth Advisors 0.17% Reduce -0.4% 3,648 $399K
Novare Capital Management LLC 0.03% Reduce -4.5% 3,645 $398K
Sovran Advisors, LLC 0.04% Reduce -63.0% 3,550 $398K
High Probability Advisors, LLC 0.06% No change 3,626 $396K
West Michigan Advisors, LLC 0.11% Add +1.7% 3,614 $395K
M1 Capital Management LLC 0.20% No change 3,612 $395K
Sentry LLC 0.08% No change 3,604 $394K
Mitchell Capital Management Co. 0.07% Reduce -9.1% 3,520 $394K
Elgethun Capital Management 0.08% Add +0.1% 3,598 $393K
Washington Trust Bank 0.03% Reduce -8.0% 3,598 $393K
Clark Asset Management, LLC 0.05% Reduce -21.4% 3,596 $393K
Carbahal Olsen Financial Services Group, LLC 0.33% No change 3,594 $393K
NCM Capital Management, LLC 0.16% Reduce -1.4% 3,587 $392K
CFM Wealth Partners LLC 0.06% Reduce -3.4% 3,577 $391K
Jefferies Financial Group Inc. 0.01% Reduce -14.8% 3,577 $391K
Bedel Financial Consulting, Inc. 0.05% Reduce -2.1% 3,562 $389K
Daymark Wealth Partners, LLC 0.01% Add +6.1% 3,561 $389K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +2.5% 3,553 $389K
Synergy Asset Management, LLC 0.04% Add +32.5% 3,545 $387K
Fortitude Advisory Group L.L.C. 0.22% Add +4.6% 3,541 $387K
Columbia Advisory Partners LLC 0.29% New 3,536 $386K
TCP Asset Management, LLC 0.08% Reduce -2.5% 3,521 $385K
Hirtle & Co., LLC 0.02% No change 3,516 $384K
ARS Investment Partners, LLC 0.03% Reduce -20.1% 3,500 $383K
Wiser Advisor Group LLC 0.66% Reduce -0.8% 3,495 $382K
Koss-Olinger Consulting, LLC 0.03% Reduce -11.3% 3,492 $382K
Nautilus Advisors LLC 0.28% No change 3,490 $381K
Buttonwood Financial Advisors Inc. 0.15% Reduce -2.2% 3,487 $381K
Turning Point Benefit Group, Inc. 0.29% Add +32.3% 3,482 $381K
Howard Wealth Management, LLC 0.19% Add +0.1% 3,481 $380K
Hartford Financial Management Inc. 0.10% No change 3,478 $380K
Investment Partners Asset Management, Inc. 0.26% Add +2.8% 3,476 $380K
LexAurum Advisors, LLC 0.06% Reduce -2.5% 3,473 $380K
CGN Advisors LLC 0.03% Add +0.3% 3,473 $380K
Tudor Investment Corporation 0.00% New 3,462 $378K
Creekmur Asset Management LLC 0.07% Reduce -73.5% 3,449 $377K
Clarendon Private LLC 0.36% Add +0.3% 3,442 $376K
Kraft, Davis & Associates, LLC 0.10% Reduce -69.6% 3,330 $376K
Petra Financial Advisors Inc. 0.24% No change 3,426 $374K
Traub Capital Management LLC 0.35% — 3,423 $374K
BTC Capital Management, Inc. 0.03% Reduce -20.1% 3,420 $374K
Invst, LLC 0.05% Reduce -1.5% 3,402 $372K
Bensler, LLC 0.04% Reduce -0.5% 3,401 $372K
Poehling Capital Management, INC. 0.09% No change 3,393 $371K
Penobscot Wealth Management 0.13% Reduce -9.7% 3,393 $371K
Bank of New Hampshire 0.09% Reduce -9.1% 3,388 $370K
Trexquant Investment LP 0.00% Reduce -35.5% 3,378 $369K
Independent Wealth Network Inc. 0.13% Reduce -0.6% 3,370 $368K
Private Management Group Inc. 0.01% Reduce -4.0% 3,364 $368K
Private Wealth Management Group, LLC 0.12% No change 3,363 $368K
Balboa Wealth Partners 0.07% Add +8.0% 3,361 $367K
Davidson Investment Advisors 0.02% No change 3,350 $366K
Stonebridge Capital Advisors LLC 0.03% Add +5.0% 3,342 $365K
Sage Capital Management, LLC 0.17% Add +0.2% 3,319 $363K
Kaydan Wealth Management, Inc. 0.12% Add +31.7% 3,317 $363K
Hanson & Doremus Investment Management 0.05% Reduce -8.8% 3,313 $362K
Forum Financial Management, LP 0.01% Add +29.1% 3,305 $361K
3EDGE Asset Management, LP 0.02% New 3,302 $361K
Clare Market Investments LLC 0.08% Reduce -41.1% 3,289 $359K
Foster & Motley Inc. 0.02% Reduce -0.2% 3,288 $359K
SIMA Wealth Partners, LLC 0.29% Reduce -4.6% 3,285 $359K
Potomac Fund Management Inc. 0.02% Reduce -3.2% 3,210 $358K
Avaii Wealth Management, LLC 0.16% Add +5.9% 3,274 $358K
RMR Capital Management, LLC 0.26% No change 3,273 $358K
William Howard & Co Financial Advisors Inc 0.31% No change 3,271 $358K
Frank, Rimerman Advisors LLC 0.02% Add +0.0% 3,264 $357K
Strategic Equity Management 0.13% Add +5.9% 3,261 $356K
Highland Capital Management, LLC 0.02% No change 3,261 $356K
Concord Asset Management, LLC 0.05% New 3,261 $356K
Concord Wealth Partners 0.05% Reduce -1.8% 3,261 $356K
Segment Wealth Management, LLC 0.02% No change 3,254 $356K
Sage Rhino Capital LLC 0.08% Reduce -23.5% 3,249 $355K
Fairview Capital Investment Management, LLC 0.02% Reduce -0.3% 3,244 $355K
Oarsman Capital, Inc. 0.06% No change 3,237 $354K
Portland Financial Advisors Inc 0.85% Reduce -2.1% 3,228 $353K
Trademark Financial Management, LLC 0.22% Add +0.4% 3,221 $352K
New England Private Wealth Advisors LLC 0.05% Add +62.4% 3,151 $352K
Fermata Advisors, LLC 0.09% Reduce -35.4% 3,201 $350K
Trust Point Inc. 0.03% Reduce -43.5% 3,194 $349K
WoodTrust Financial Corp 0.04% Reduce -6.5% 3,194 $349K
Bath Savings Trust Co 0.04% No change 3,193 $349K
High Falls Advisors, Inc 0.08% Reduce -4.9% 3,193 $349K
Prasad Wealth Partners, LLC 0.10% Add +0.3% 3,183 $348K
Heritage Trust Co 0.04% No change 3,168 $346K
Arbor Wealth Advisors LLC 0.28% No change 3,164 $346K
Vermillion Wealth Management, Inc. 0.16% Reduce -7.1% 3,160 $345K
Leuthold Group, LLC 0.04% New 3,160 $345K
Northside Capital Management, LLC 0.03% No change 3,158 $345K
Castle Wealth Management LLC 0.13% Add +0.0% 3,158 $345K
Astoria Portfolio Advisors LLC. 0.10% Reduce -47.4% 3,071 $345K
Foundry Financial Group, Inc. 0.20% Reduce -7.4% 3,145 $344K
Collective Family Office LLC 0.09% No change 3,144 $344K
Vident Advisory, LLC 0.00% Reduce -0.1% 3,141 $343K
Octavia Wealth Advisors, LLC 0.04% Reduce -13.0% 3,136 $343K
Harbor Asset Planning, Inc. 0.33% — 3,127 $342K
Wingate Wealth Advisors, Inc. 0.30% Reduce -23.1% 3,101 $339K
Horizon Investment Services, LLC 0.15% No change 3,093 $338K
Clarity Wealth Advisors, LLC 0.08% Add +1.0% 3,090 $338K
DRW Securities, LLC 0.02% New 3,076 $336K
Aspire Growth Partners LLC 0.27% Add +0.4% 3,068 $335K
Midwest Capital Advisors, LLC 0.18% Reduce -60.9% 3,060 $334K
Mairs & Power Inc. 0.00% Add +56.9% 3,053 $334K
Sollinda Capital Management LLC 0.09% New 3,047 $333K
Ausdal Financial Partners, Inc. 0.02% Reduce -15.4% 2,988 $331K
Canandaigua National Bank & Trust Co. 0.03% Add +0.5% 3,012 $329K
Palumbo Wealth Management LLC 0.10% Add +4.4% 3,011 $329K
Fund Evaluation Group, LLC 0.01% Add +0.1% 3,010 $329K
Everett Harris & Co. 0.00% Reduce -8.9% 3,000 $328K
Clarity Capital Advisors, LLC 0.19% Add +0.4% 2,987 $326K
Diversify Wealth Management, LLC 0.02% Reduce -7.9% 2,853 $326K
Baldwin Wealth Partners LLC 0.02% No change 2,983 $326K
Bfsg, LLC 0.04% Add +2.8% 2,979 $326K
Sterling Investment Management, LLC 0.22% Reduce -3.7% 2,974 $325K
Oxinas Partners, LLC 0.17% Reduce -2.8% 2,974 $325K
DDD Partners, LLC 0.03% No change 2,959 $323K
Prosperity Consulting Group, LLC 0.02% Reduce -0.3% 2,959 $323K
Woodmont Investment Counsel LLC 0.02% Reduce -4.2% 2,953 $323K
Patton Albertson Miller Group, LLC 0.04% Reduce -17.4% 2,952 $323K
Southland Equity Partners LLC 0.07% Reduce -1.8% 2,950 $322K
Legacy Edge Advisors, LLC 0.04% New 2,941 $321K
Redmond Asset Management, LLC 0.08% Reduce -22.1% 2,934 $321K
Patten & Patten Inc. 0.02% Reduce -2.0% 2,932 $320K
Towerpoint Wealth, LLC 0.14% Add +22.0% 2,927 $320K
Norden Group LLC 0.03% Add +1.8% 2,924 $320K
Tableaux LLC 0.18% Reduce -10.8% 2,923 $319K
Rollins Financial Advisors, LLC 0.05% Add +25.4% 2,914 $318K
Synergy Investment Management, LLC 0.19% Reduce -0.6% 2,911 $318K
Checchi Capital Advisers, LLC 0.02% No change 2,906 $318K
Juncture Wealth Strategies, LLC 0.11% Reduce -19.8% 2,905 $317K
Parkside Advisors LLC 0.07% Add +9.1% 2,905 $317K
Pinney & Scofield, Inc. 0.21% No change 2,904 $317K
Peloton Wealth Strategists 0.13% Reduce -12.1% 2,899 $317K
Lifelong Wealth Advisors, Inc. 0.10% Reduce -1.3% 2,893 $316K
Lion Street Advisors, LLC 0.10% Reduce -45.5% 2,876 $314K
O'ROURKE & COMPANY, Inc 0.15% Reduce -2.3% 2,868 $313K
Acorn Financial Advisory Services Inc. 0.05% No change 2,857 $312K
M3 Advisory Group, LLC 0.22% No change 2,849 $311K
Garden State Investment Advisory Services LLC 0.08% Reduce -6.4% 2,839 $311K
Webster Bank, N. A. 0.03% No change 2,841 $310K
Sanders Morris Harris LLC 0.07% Add +1.4% 2,835 $310K
Trust Co 0.04% Reduce -9.1% 2,835 $310K
Insight Inv LLC 0.21% Reduce -1.7% 2,828 $309K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -8.4% 2,808 $307K
Sand Hill Global Advisors, LLC 0.01% Reduce -6.3% 2,807 $307K
Epiq Partners, LLC 0.16% No change 2,800 $306K
Facet Wealth, Inc. 0.01% Add +3.6% 2,774 $306K
Azimuth Capital Investment Management LLC 0.01% Add +12.1% 2,795 $305K
Heritage Family Offices, LLP 0.15% No change 2,937 $305K
AA Financial Advisors, LLC 0.07% Reduce -2.0% 2,791 $305K
Allodium Investment Consultants, LLC 0.19% Add +12.1% 2,786 $305K
Private Client Services, LLC 0.12% Add +17.5% 2,783 $304K
Bluespring Wealth Management, LLC 0.03% No change 2,775 $303K
Newport Capital Group, LLC 0.21% Reduce -2.9% 2,774 $303K
Rothschild Investment LLC 0.02% No change 2,773 $303K
Werba Rubin Papier Wealth Management 0.06% Add +14.6% 2,772 $303K
Vantage Point Financial LLC 0.13% No change 2,767 $302K
Opal Wealth Advisors, LLC 0.08% Reduce -75.1% 2,762 $302K
Mayport, LLC 0.07% Reduce -9.6% 2,762 $302K
LMG Wealth Partners, LLC 0.06% Add +1.0% 2,761 $302K
Channel Wealth LLC 0.09% New 2,759 $302K
Warren Street Wealth Advisors, LLC 0.10% New 2,746 $300K
Gerber, LLC 0.21% No change 2,740 $299K
Bond & Devick Financial Network, Inc. 0.10% No change 2,734 $299K
Murphy, Middleton, Hinkle & Parker, Inc. 0.17% No change 2,847 $298K
Avantax Planning Partners, Inc. 0.01% Add +5.8% 2,717 $297K
Seelaus Asset Management LLC 0.27% Reduce -14.6% 2,712 $296K
Paragon Capital Management LLC 0.15% No change 2,703 $295K
Stonehearth Capital Management, LLC 0.12% Reduce -95.2% 2,701 $295K
Riverbend Wealth Management, LLC 0.22% Add +12.9% 2,700 $295K
Chancellor Financial Group WB LP 0.23% Reduce -0.5% 2,690 $294K
Dopkins Wealth Management, LLC 0.13% Reduce -0.4% 2,690 $294K
Denver Wealth Management, Inc. 0.12% Add +2.8% 2,689 $294K
Elevated Capital Advisors, LLC 0.08% No change 2,810 $294K
Infinity Wealth Counsel, LLC 0.30% No change 2,677 $293K
Net Worth Advisory Group 0.06% New 2,673 $292K
Core Wealth Partners LLC 0.15% No change 2,664 $291K
Blodgett Wealth Advisors, LLC 0.23% Reduce -2.2% 2,660 $291K
Financial Advisors Network, Inc. 0.04% Reduce -11.0% 2,659 $291K
Radnor Capital Management, LLC 0.05% Add +1.5% 2,657 $290K
Trail Ridge Investment Advisors, LLC 0.14% Reduce -2.9% 2,621 $289K
Curtis Advisory Group, LLC 0.07% No change 2,641 $289K
Glassman Wealth Services 0.04% Reduce -5.3% 2,635 $288K
Peregrine Asset Advisers, Inc. 0.09% Add +1.0% 2,632 $288K
Stiles Financial Services Inc 0.10% Reduce -1.4% 2,627 $287K
FF Advisors,LLC 0.15% Add +21.2% 2,627 $287K
Clearstead Trust, LLC 0.05% Add +21.2% 2,627 $287K
Signet Investment Advisory Group, Inc. 0.15% No change 2,625 $287K
Wallace Advisory Group, LLC 0.21% No change 2,740 $287K
IAG Wealth Partners, LLC 0.04% Reduce -16.1% 2,607 $285K
Simon Quick Advisors, LLC 0.01% Reduce -76.3% 2,596 $284K
Stephen J. Garry & Associates, LLC 0.25% Reduce -2.7% 2,596 $284K
Paulson Wealth Management Inc. 0.07% No change 2,592 $283K
Aspen Wealth Management LLC 0.07% Reduce -17.1% 2,582 $282K
Kendall Capital Management 0.07% Reduce -1.2% 2,578 $282K
ICONIQ Capital, LLC 0.00% Add +0.4% 2,554 $279K
Loomis Sayles & Co. L P 0.00% Reduce -13.0% 2,553 $279K
Pacific Sage Partners, LLC 0.06% Add +12.2% 2,551 $279K
Rockbridge Investment Management, LCC 0.03% Add +22.4% 2,545 $278K
Pandora Wealth, Inc. 0.17% Add +10.7% 2,545 $278K
Vestor Capital, LLC 0.02% Reduce -97.6% 661 $278K
Pollock Investment Advisors, LLC 0.23% No change 2,540 $278K
Legacy Financial Advisors, Inc. 0.04% Reduce -8.9% 2,529 $276K
Brand Asset Management Group, Inc. 0.10% No change 2,518 $275K
Colonial River Investments, LLC 0.12% Add +5.6% 2,407 $275K
Hickory Point Bank & Trust 0.22% Add +8.2% 2,508 $274K
Community Bank & Trust, Waco, Texas 0.06% Add +10.8% 2,486 $272K
GPS Wealth Strategies Group, LLC 0.03% Reduce -5.2% 2,488 $272K
E&G Advisors, LLC 0.07% Reduce -1.6% 2,486 $272K
Cim, LLC 0.04% Reduce -3.8% 2,486 $272K
Stillwater Capital Advisors, LLC 0.03% Add +4.5% 2,486 $272K
TrueWealth Advisors, LLC 0.08% Add +4.5% 2,485 $272K
True Link Financial Advisors, LLC 0.02% Reduce -56.9% 2,472 $270K
Drum Hill Capital, LLC 0.30% No change 2,465 $269K
D L Carlson Investment Group Inc. 0.05% Reduce -6.9% 2,454 $268K
Aries Wealth Management 0.07% Reduce -46.9% 2,446 $267K
OneAscent Financial Services LLC 0.02% New 2,438 $267K
Palo Alto Wealth Advisors, LLC 0.10% Add +0.0% 2,434 $266K
Weaver Consulting Group 0.07% Reduce -8.4% 2,431 $266K
Chicago Capital, LLC 0.01% New 2,424 $265K
BCGM Wealth Management, LLC 0.07% Add +0.4% 2,415 $264K
Augustine Asset Management Inc. 0.07% Add +5.8% 2,409 $263K
BCS Wealth Management 0.06% Add +16.2% 2,406 $263K
Rockingstone Advisors LLC 0.14% No change 2,405 $263K
Copia Wealth Management 0.22% No change 2,404 $263K
Investmark Advisory Group LLC 0.12% Add +0.3% 2,400 $262K
Cohen Klingenstein LLC 0.01% No change 2,400 $262K
DDFG, Inc 0.07% Add +0.3% 2,399 $262K
Weil Company, Inc. 0.07% Reduce -82.8% 2,396 $262K
Sterling Wealth Management, Inc. 0.09% — 2,396 $262K
Stanley-Laman Group, Ltd. 0.04% Add +9.9% 2,392 $261K
GFG Capital, LLC 0.08% Reduce -3.7% 2,386 $261K
Davidson Capital Management Inc. 0.06% Reduce -95.2% 2,384 $261K
Blue Zone Wealth Advisors, LLC 0.06% Add +3.0% 2,371 $259K
Seascape Capital Management 0.08% No change 2,366 $259K
Forte Capital LLC 0.03% Reduce -33.9% 2,368 $259K
Revisor Wealth Management LLC 0.09% Reduce -15.7% 2,269 $259K
one8zero8, LLC 0.06% Add +52.2% 2,364 $258K
Iron Horse Wealth Management, LLC 0.08% No change 2,358 $258K
Eight 31 Financial, LLC 0.17% Add +0.7% 2,340 $256K
Antonelli Financial Advisors, LLC 0.18% Reduce -65.6% 2,338 $256K
West Bancorporation Inc. 0.16% No change 2,336 $255K
LeConte Wealth Management, LLC 0.17% No change 2,333 $255K
GeoWealth Management, LLC 0.01% Reduce -74.1% 2,332 $255K
Aberdeen Wealth Management LLC 0.17% No change 2,330 $255K
Concentrum Wealth Management 0.08% Reduce -91.1% 2,330 $255K
Ifrah Financial Services, Inc. 0.07% Reduce -6.5% 2,328 $254K
Dudley Capital Management, LLC 0.13% Reduce -88.2% 2,314 $253K
Cardinal Point Capital Management ULC 0.02% Reduce -15.5% 2,309 $252K
MJP Associates Inc. 0.04% Add +12.5% 2,305 $252K
Sfmg, LLC 0.02% Reduce -1.1% 2,302 $252K
Park National Corp. 0.01% New 2,299 $251K
Strategy Asset Managers LLC 0.05% Reduce -10.0% 2,297 $251K
Summit Global Investments 0.01% New 2,297 $251K
Partners in Financial Planning 0.05% Reduce -19.3% 2,294 $251K
D.B. Root & Company, LLC 0.07% Reduce -6.8% 2,290 $250K
Voisard Asset Management Group, Inc. 0.06% Add +1.6% 2,287 $250K
New Insight Wealth Advisors 0.10% Reduce -5.5% 2,286 $250K
Farmers National Bank 0.07% Reduce -7.2% 2,286 $250K
Eq LLC 0.10% Reduce -83.3% 2,284 $250K
Syntegra Private Wealth Group, LLC 0.03% New 2,273 $248K
Brookwood Investment Group LLC 0.04% Reduce -19.1% 2,264 $247K
REDW Wealth LLC 0.10% Reduce -2.8% 2,260 $247K
Gimbal Financial 0.15% No change 2,258 $247K
Ruggaard & Associates LLC 0.10% Reduce -51.8% 2,248 $246K
Phillips Wealth Planners LLC 0.22% New 2,190 $245K
Patron Partners, LLC 0.12% No change 2,240 $245K
Guidance Capital, Inc. 0.07% Reduce -3.0% 2,252 $244K
Schnieders Capital Management LLC 0.04% Add +1.7% 2,232 $244K
Dentgroup LLC 0.17% Reduce -37.9% 2,228 $244K
Madrona Financial Services, LLC 0.06% Add +0.1% 2,217 $242K
Tempus Wealth Planning, LLC 0.06% Reduce -3.7% 2,215 $242K
Chris Bulman Inc 0.14% No change 2,211 $242K
Brooklyn Investment Group 0.03% Add +95.6% 2,206 $241K
Petix & Botte Co 0.06% No change 2,202 $241K
Richardson Capital Management LLC 0.13% Reduce -0.9% 2,200 $240K
Everhart Financial Group, Inc. 0.03% Add +1.6% 2,187 $239K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -8.5% 2,182 $238K
Integrity Wealth Solutions LLC 0.12% Add +0.8% 2,181 $238K
Patten Group, Inc. 0.05% Reduce -30.8% 2,181 $238K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.7% 2,178 $238K
MRWM Advisors, LLC 0.15% Reduce -0.6% 2,171 $237K
Beaton Management Co. Inc. 0.12% Reduce -1.1% 2,164 $237K
Horst & Graben Wealth Management LLC 0.04% Reduce -5.7% 2,163 $236K
4WEALTH Advisors, Inc. 0.25% New 2,162 $236K
MY Wealth Management Inc. 0.23% Reduce -3.8% 2,160 $236K
Pegasus Asset Management, Inc. 0.08% Reduce -30.5% 2,155 $236K
Navis Wealth Advisors, LLC 0.20% Add +0.1% 2,154 $235K
Rosenberg Matthew Hamilton 0.05% Reduce -10.8% 2,151 $235K
Purkiss Capital Advisors LLC 0.13% New 2,151 $235K
Fayez Sarofim & Co 0.00% No change 2,146 $235K
Claris Financial LLC 0.18% Reduce -20.1% 2,141 $234K
Signal Advisors Wealth, LLC 0.02% Reduce -54.8% 2,139 $234K
Dogwood Wealth Management LLC 0.11% Add +4.5% 2,080 $233K
SRH Advisors, LLC 0.07% No change 2,129 $233K
Elevatus Welath Management 0.08% Reduce -37.5% 2,123 $232K
ADG Wealth Management Group, LLC 0.20% Reduce -96.2% 2,122 $232K
Amarillo National Bank 0.04% No change 2,121 $232K
CPA Asset Management Group, LLC 0.10% No change 2,114 $231K
Bank Pictet & Cie (Europe) AG 0.00% No change 2,110 $231K
Heron Bay Capital Management 0.05% Reduce -97.7% 2,108 $230K
Heritage Financial Services, LLC 0.02% Add +0.6% 2,105 $230K
ICW Investment Advisors LLC 0.09% Reduce -0.9% 2,103 $230K
Compass Planning Associates Inc 0.21% Add +23.5% 2,103 $230K
FSB Premier Wealth Management, Inc. 0.08% New 2,099 $229K
LongView Wealth Management 0.07% Reduce -21.6% 2,096 $229K
Kapstone Financial Advisors LLC 0.11% No change 2,085 $228K
James Investment Research, Inc. 0.03% Reduce -79.5% 2,085 $228K
Archford Capital Strategies, LLC 0.03% Reduce -61.4% 2,083 $228K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -1.2% 2,082 $227K
Eclectic Associates Inc. 0.05% No change 2,072 $226K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -15.4% 2,069 $226K
Taylor & Morgan Wealth Management, LLC 0.15% New 2,060 $225K
PDS Planning, Inc 0.02% Reduce -0.8% 2,055 $225K
Schorn Wealth LLC 0.07% No change 2,054 $224K
L2 Asset Management, LLC 0.04% New 2,051 $224K
Lantern Wealth Advisors, LLC 0.13% — 2,045 $224K
Platform Technology Partners 0.06% New 2,042 $223K
Tenon Financial LLC 0.10% No change 2,040 $223K
Legacy Advisors, LLC 3.51% — 24,304 $222K
Novus Advisors, LLC 0.34% Reduce -18.8% 2,031 $222K
Reliant Investment Partners, LLC 0.19% No change 2,030 $222K
Red Door Wealth Management, LLC 0.03% Add +3.0% 2,030 $222K
Flow Traders U.S. LLC 0.01% New 2,022 $221K
Hughes Financial Services, LLC 0.04% Reduce -79.0% 1,976 $219K
Versant Capital Management, Inc 0.03% Add +22.2% 1,995 $218K
Hemington Wealth Management 0.03% Add +0.1% 1,996 $218K
Slagle Financial, LLC 0.09% New 1,982 $217K
Quartz Partners, LLC 0.10% Reduce -25.3% 1,981 $217K
Maryland Capital Advisors Inc. 0.08% No change 1,980 $216K
City State Bank 0.07% Reduce -15.6% 1,978 $216K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 1,972 $216K
Heritage Wealth Management, Inc. 0.07% Reduce -0.6% 1,969 $215K
Stablepoint Partners, LLC 0.04% Add +0.7% 1,969 $215K
Cypress Wealth Services, LLC 0.04% Reduce -42.7% 1,968 $215K
Zullo Investment Group, Inc. 0.09% Reduce -3.7% 1,967 $215K
Bernardo Wealth Planning LLC 0.05% Reduce -9.8% 1,958 $214K
LM Advisors LLC 0.03% No change 1,957 $214K
Goodwin Investment Advisory 0.25% Reduce -0.1% 1,958 $214K
Kesler, Norman & Wride, LLC 0.04% New 1,957 $214K
LifePlan Financial, LLC 0.18% New 1,948 $213K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,946 $213K
4J Wealth Management LLC 0.14% Reduce -14.9% 1,945 $213K
Summit Wealth Group LLC / Co. 0.05% — 1,942 $212K
Ascent Wealth Partners, LLC 0.03% Reduce -12.8% 1,941 $212K
Trust Co of the South 0.04% No change 1,939 $212K
Blue Edge Capital, LLC 0.03% Reduce -1.7% 1,936 $212K
Fca Corp. 0.06% No change 1,933 $211K
Valued Wealth Advisors LLC 0.11% Add +0.6% 1,919 $210K
Financial Insights, Inc. 0.08% New 1,912 $209K
Catalina Capital Group, LLC 0.14% Reduce -3.7% 1,907 $208K
Wealth Quarterback LLC 0.10% Reduce -31.3% 1,905 $208K
Blue Fin Capital, Inc. 0.04% New 1,900 $208K
Northwest Wealth Management, LLC 0.04% New 1,899 $208K
Frisco Financial Planning LLC 0.19% Add +1.9% 1,897 $207K
Oak Harvest Investment Services 0.03% New 1,892 $207K
Kera Capital Partners, Inc. 0.04% New 1,887 $206K
Proactive Wealth Strategies LLC 0.10% New 1,885 $206K
Nicollet Investment Management, Inc. 0.07% New 1,885 $206K
Jim Saulnier & Associates, LLC 0.14% New 1,882 $206K
Piscataqua Savings Bank 0.17% Add +110.6% 1,872 $205K
Legacy Bridge, LLC 0.10% No change 1,871 $204K
Sierra Ocean, LLC 0.15% Reduce -10.1% 1,870 $204K
Waterfront Wealth Inc. 0.05% New 1,869 $204K
Tanager Wealth Management LLP 0.02% New 1,868 $204K
Hamilton Capital, LLC 0.01% New 1,865 $204K
Northeast Planning Associates, Inc. / NH / 0.19% Reduce -4.4% 1,865 $204K
Walled Lake Planning & Wealth Management, LLC 0.07% New 1,859 $203K
Investor's Fiduciary Advisor Network, LLC 0.08% New 1,861 $203K
North Star Asset Management Inc. 0.01% New 1,851 $202K
Morton Capital Management LLC 0.04% Reduce -4.8% 1,849 $202K
Arista Wealth Management, LLC 0.03% New 1,848 $202K
Welch Group, LLC 0.01% New 1,840 $201K
MIdWestOne Financial Group, Inc. 0.03% New 1,840 $201K
Mission Creek Capital Partners, Inc. 0.04% New 1,840 $201K
Great Lakes Advisors, LLC 0.00% Reduce -39.0% 1,839 $201K
Lakeshore Capital Group, Inc. 0.18% New 1,837 $201K
Investment Partners, LTD. 0.08% New 1,835 $201K
Hilltop Partners LLC 0.06% New 1,834 $200K
Milestones Private Investment Advisors LLC 0.15% — 1,830 $200K
Jacobs & Co. 0.02% New 1,836 $200K
First Financial Corp. 0.09% No change 1,818 $199K
Beacon Capital Management, LLC 0.03% Reduce -22.4% 1,802 $197K
Schroder Investment Management Group 0.00% No change 1,800 $197K
Manchester Capital Management LLC 0.03% No change 1,800 $197K
Fairman Group, LLC 0.16% Reduce -21.8% 1,790 $196K
Investment Research & Advisory Group, Inc. 0.07% Add +0.1% 1,777 $194K
Cheviot Value Management, LLC 0.02% No change 1,695 $188K
High Note Wealth, LLC 0.04% No change 1,700 $186K
Group One Trading LLC 0.01% New 1,699 $186K
Twin Peaks Wealth Advisors, LLC 0.06% New 1,606 $184K
Topsail Wealth Management, LLC 0.03% Add +0.1% 1,673 $183K
Gen-Wealth Partners Inc 0.07% Reduce -14.3% 1,650 $180K
MGB Wealth Management, LLC 0.06% Add +18.1% 1,630 $178K
Ballast Advisors LLC 0.05% Reduce -8.1% 1,598 $175K
Independence Bank of Kentucky 0.02% Reduce -6.2% 1,598 $175K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -29.9% 1,585 $173K
Red Tortoise LLC 0.08% No change 1,545 $169K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 1,541 $168K
Atwood & Palmer Inc. 0.01% Add +12.0% 1,498 $164K
Cape Investment Advisory, Inc. 0.06% Reduce -78.3% 1,475 $161K
Headlands Technologies LLC 0.02% Add +581.9% 1,466 $160K
Wagner Wealth Management, LLC 0.04% No change 1,435 $157K
CGC Financial Services, LLC 0.05% No change 1,348 $147K
Legacy Investment Solutions, LLC 0.08% — 1,323 $145K
Legacy Wealth Managment, LLC 0.08% Reduce -23.8% 1,323 $145K
Lavaca Capital LLC 0.06% Add +61.0% 1,319 $144K
Horizon Bancorp Inc. 0.07% Add +8666.7% 1,315 $144K
Fuller & Thaler Asset Management, Inc. 0.00% Add +7464.7% 1,286 $141K
Creative Capital Management Investments LLC 0.05% Reduce -23.9% 1,275 $139K
Granite Investment Partners, LLC 0.01% No change 1,270 $139K
Realta Investment Advisors 0.05% Reduce -38.3% 1,251 $137K
Islay Capital Management, LLC 0.09% Reduce -17.2% 1,231 $135K
Optimum Investment Advisors 0.06% No change 1,229 $134K
Tucker Asset Management LLC 0.04% Reduce -61.8% 1,203 $131K
Darwin Wealth Management, LLC 0.05% Reduce -13.5% 1,202 $131K
Global Trust Asset Management, LLC 0.07% Reduce -76.7% 1,197 $131K
Register Financial Advisors LLC 0.05% Reduce -6.8% 1,134 $124K
SYM FINANCIAL Corp 0.01% Add +94.0% 1,133 $124K
Beaird Harris Wealth Management, LLC 0.01% Add +74.3% 1,112 $121K
Avalon Trust Co 0.01% New 1,103 $121K
Stephens Consulting, LLC 0.03% Add +95.3% 1,092 $119K
Morling Financial Advisors, LLC 0.04% No change 1,088 $119K
North Capital, Inc. 0.10% No change 1,087 $119K
Evensky & Katz LLC 0.01% Reduce -9.0% 1,067 $117K
Addison Advisors LLC 0.03% No change 1,055 $115K
Lowe Wealth Advisors, LLC 0.04% No change 1,036 $113K
Ceeto Capital Group, LLC 0.04% No change 1,036 $113K
Marshall & Sterling Wealth Advisors Inc. 0.08% Reduce -94.8% 1,031 $112K
HHM Wealth Advisors, LLC 0.01% No change 1,027 $112K
Logan Capital Management Inc. 0.01% Reduce -10.1% 1,000 $109K
Comprehensive Financial Planning, Inc. 0.08% Add +0.3% 972 $106K
MTM Investment Management, LLC 0.04% Add +0.1% 965 $105K
Raffa Wealth Management, LLC 0.02% No change 963 $105K
Armor Investment Advisors, LLC 0.04% No change 956 $105K
Acima Private Wealth, LLC 0.04% No change 953 $104K
Old Second National Bank of Aurora 0.02% Reduce -55.6% 927 $101K
Icon Wealth Advisors, LLC 0.01% New 920 $101K
Disciplina Capital Management LLC 0.01% No change 919 $100K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -13.1% 915 $100K
Wealth Preservation Advisors, LLC 0.06% Reduce -31.4% 909 $99K
Main Management LLC 0.01% Reduce -16.1% 905 $99K
Evelyn Partners Investment Management (Europe) Ltd 0.04% No change 900 $98K
Premier Financial Group 0.03% — 840 $95K
Pin Oak Investment Advisors Inc. 0.08% No change 912 $95K
Pacifica Partners Inc. 0.04% Reduce -10.4% 865 $95K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -7.4% 861 $94K
Capital A Wealth Management, LLC 1.03% New 847 $92K
Stone House Investment Management, LLC 0.02% Add +9.6% 832 $91K
Reyes Financial Architecture, Inc. 0.08% No change 824 $90K
Morton Brown Family Wealth, LLC 0.03% Reduce -3.7% 824 $90K
Briaud Financial Planning Inc 0.04% No change 832 $90K
Essential Partners LLC 0.04% — 803 $88K
Wood Tarver Financial Group, LLC 0.03% Reduce -5.9% 802 $87K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $85K
JDM Financial Group LLC 0.04% No change 762 $83K
Transce3nd, LLC 0.03% Reduce -2.8% 744 $81K
Banque Cantonale Vaudoise 0.00% No change 738 $81K
Gitterman Wealth Management, LLC 0.02% New 720 $79K
Elevate Wealth Advisory, Inc. 0.06% Add +544.1% 715 $78K
LRI Investments, LLC 0.01% Add +0.1% 711 $78K
North Ridge Wealth Advisors, Inc. 0.05% No change 700 $77K
GoalVest Advisory LLC 0.02% Reduce -58.0% 699 $76K
Global Wealth Strategies & Associates 0.02% Reduce -45.6% 690 $75K
BankPlus Trust Department 0.02% Reduce -37.1% 678 $74K
Nemes Rush Group LLC 0.01% Add +9.6% 674 $74K
FWL Investment Management, LLC 0.02% Reduce -38.0% 656 $72K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -2.1% 636 $70K
Barnes Dennig Private Wealth Management LLC 0.08% New 638 $70K
Mogy Joel R Investment Counsel Inc. 0.00% No change 638 $70K
Flagship Wealth Advisors, LLC 0.03% No change 635 $69K
Evelyn Partners Asset Management Ltd 0.02% No change 635 $69K
Chapman Financial Group, LLC 0.06% — 628 $69K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -76.5% 616 $67K
REAP Financial Group, LLC 0.02% Add +8.2% 605 $66K
Windsor Advisory Group, LLC 0.09% Add +38.6% 589 $64K
FSA Wealth Management LLC 0.02% No change 1,005 $62K
Highline Wealth Partners LLC 0.02% Add +2635.0% 547 $60K
Bear Mountain Capital, Inc. 0.02% No change 533 $60K
West Branch Capital LLC 0.02% Reduce -21.7% 540 $59K
NFSG Corp 0.01% Reduce -27.1% 527 $58K
MPWM Advisory Solutions, LLC 0.04% Add +16.1% 511 $56K
WealthCollab, LLC 0.03% No change 502 $55K
Moser Wealth Advisors, LLC 0.03% Reduce -52.1% 500 $55K
Fairscale Capital, LLC 0.04% No change 495 $55K
Winch Advisory Services, LLC 0.01% No change 496 $54K
Capital Investment Counsel, Inc 0.01% No change 496 $54K
Compass Financial Services Inc 0.03% Add +0.2% 480 $52K
VSM Wealth Advisory, LLC 0.02% Reduce -6.5% 474 $52K
Nalls Sherbakoff Group, LLC 0.04% Add +0.4% 474 $52K
Park Square Financial Group, LLC 0.04% Reduce -29.3% 466 $51K
Quaker Wealth Management, LLC 0.02% — 452 $49K
Evolution Advisers, Inc. 0.02% No change 444 $48K
Holos Integrated Wealth LLC 0.03% Reduce -28.6% 420 $47K
Country Trust Bank 0.00% Reduce -51.9% 417 $46K
Financial Network Wealth Advisors LLC 0.05% Reduce -3.8% 410 $45K
Toth Financial Advisory Corp. 0.01% Add +8.5% 409 $45K
Graney & King, LLC 0.03% Add +2.8% 409 $45K
Bellevue Asset Management, LLC 0.02% Add +0.3% 401 $44K
Robinswood Financial LLC 0.01% Add +0.3% 384 $42K
Coston, McIsaac & Partners 0.01% No change 385 $42K
Millstone Evans Group, LLC 0.03% Reduce -17.2% 375 $41K
Perkins Coie Trust Co 0.01% Add +30.1% 372 $41K
Navigoe, LLC 0.03% Reduce -7.0% 375 $40K
Marshall & Sullivan Inc. 0.02% New 351 $38K
Rise Advisors, LLC 0.02% Reduce -23.0% 351 $38K
WFA Asset Management Corp 0.02% No change 330 $35K
Pflug Koory, LLC 0.02% Add +0.3% 317 $35K
Advantage Trust Co 0.02% No change 307 $34K
Kiker Wealth Management, LLC 0.02% Reduce -77.5% 299 $33K
Riverview Trust Co 0.04% No change 297 $32K
Sittner & Nelson, LLC 0.01% No change 292 $32K
C M Bidwell & Associates Ltd. 0.02% No change 291 $32K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 290 $32K
Pineridge Advisors LLC 0.01% Reduce -0.3% 282 $31K
Minot DeBlois Advisors LLC 0.03% No change 277 $30K
Bulwark Capital Corp 0.03% — 272 $30K
Clarity Asset Management, Inc. 0.02% Add +9.3% 271 $30K
Curio Wealth, LLC 0.01% Add +26900.0% 270 $30K
Covestor Ltd 0.02% Add +92.0% 265 $29K
Hoey Investments, Inc. 0.00% Reduce -1.5% 264 $29K
Grand Wealth Management, LLC 0.01% No change 263 $29K
Tidemark, LLC 0.01% Add +15.6% 260 $28K
RMG Wealth Management LLC 0.00% — 245 $27K
Redwood Park Advisors LLC 0.02% Add +0.4% 251 $27K
Murphy & Mullick Capital Management Corp 0.02% Reduce -28.6% 250 $27K
Peoples Financial Services Corp. 0.01% No change 250 $27K
Arcadia Investment Management Corp. 0.00% Reduce -11.8% 247 $27K
Evergreen Private Wealth LLC 0.01% No change 239 $26K
Founders Capital Management 0.02% Add +0.4% 238 $26K
Front Row Advisors LLC 0.01% Reduce -7.8% 235 $26K
Signature Resources Capital Management, LLC 0.02% Reduce -8.4% 228 $25K
Nova Wealth Management, Inc. 0.02% Add +121.0% 221 $24K
DecisionPoint Financial, LLC 0.01% No change 214 $24K
Heritage Wealth Advisors 0.00% No change 208 $23K
Archer Investment Corp 0.01% Reduce -2.9% 204 $22K
Investors Research Corp 0.00% No change 204 $22K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -32.8% 203 $22K
Field & Main Bank 0.01% No change 200 $22K
Stuart Chaussee & Associates, Inc. 0.00% No change 187 $20K
Safe Harbor Fiduciary, LLC 0.02% New 178 $19K
Delta Asset Management LLC 0.00% No change 172 $19K
Tradewinds Capital Management, LLC 0.00% Add +36.0% 170 $19K
Morgan Dempsey Capital Management LLC 0.01% New 162 $18K
Game Plan Financial Advisors, LLC 0.01% No change 154 $17K
N.E.W. Advisory Services LLC 0.00% Reduce -42.7% 153 $17K
New Millennium Group LLC 0.01% No change 150 $16K
Boreal Capital Management LLC 0.02% — 150 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 147 $16K
Frazier Financial Advisors, LLC 0.01% Add +25.6% 147 $16K
Kopp Family Office, LLC 0.01% No change 141 $15K
Peterson Wealth Services 0.00% No change 140 $15K
Hantz Financial Services, Inc. 0.00% Add +114.1% 137 $15K
Vermillion & White Wealth Management Group, LLC 0.01% No change 136 $15K
Breakwater Investment Management 0.01% No change 136 $15K
Legend Financial Advisors, Inc. 0.01% New 130 $14K
Raleigh Capital Management Inc. 0.01% Reduce -15.9% 127 $14K
Financial Gravity Companies, Inc. 0.00% — 123 $13K
Atlas Capital Advisors Inc. 0.00% Reduce -54.6% 113 $12K
BTG Pactual Asset Management US LLC 0.00% New 108 $12K
WPG Advisers, LLC 0.01% Add +41.3% 106 $12K
Atlantic Private Wealth, LLC 0.01% Add +8.4% 103 $11K
Total Investment Management Inc. 0.00% New 103 $11K
Cornerstone National Bank & Trust Co 0.00% No change 102 $11K
First United Bank & Trust 0.00% No change 95 $10K
Punch & Associates Investment Management, Inc. 0.00% No change 93 $10K
PFS Partners, LLC 0.00% Add +1.2% 87 $9K
AllSquare Wealth Management LLC 0.01% No change 86 $9K
Resources Management Corp. /CT/ 0.00% No change 81 $9K
Kings Path Partners LLC 0.00% Reduce -57.3% 82 $9K
Your Advocates Ltd., LLP 0.00% Reduce -26.1% 82 $9K
CarsonAllaria Wealth Management, Ltd. 0.00% Add +1.3% 80 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 79 $9K
1620 Investment Advisors, Inc. 0.01% No change 78 $9K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -35.3% 75 $8K
Peachtree Investment Partners, LLC 0.00% No change 67 $7K
Aventura Private Wealth, LLC 0.00% Add +425.0% 63 $7K
Evolution Wealth Management Inc. 0.01% — 62 $7K
Gables Capital Management Inc. 0.00% No change 60 $7K
Financial Management Professionals, Inc. 0.00% No change 55 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -96.3% 53 $6K
Kozak & Associates, Inc. 0.00% No change 50 $6K
SJS Investment Consulting Inc. 0.00% Reduce -93.2% 51 $6K
Luminist Capital LLC 0.01% No change 50 $6K
Kilter Group LLC 0.00% New 48 $5K
Byrne Asset Management LLC 0.00% Reduce -29.4% 48 $5K
TOWER TRUST & INVESTMENT Co 0.00% No change 40 $4K
Parkworth Wealth Management, Inc. 0.00% No change 30 $3K
Future Financial Wealth Managment LLC 0.00% Reduce -85.7% 30 $3K
SWAN Capital LLC 0.00% Reduce -24.2% 25 $3K
Edmond DE Rothschild Holding S.A. 0.00% No change 24 $3K
Pingora Partners LLC 0.00% No change 23 $3K
Prudent Man Investment Management, Inc. 0.00% No change 18 $2K
Mendota Financial Group, LLC 0.00% No change 18 $2K
Northwest Capital Management Inc 0.00% Reduce -94.5% 17 $2K
Cardinal Strategic Wealth Guidance 0.00% Reduce -88.1% 16 $2K
Promus Capital, LLC 0.00% Reduce -36.8% 12 $1K
Chilton Capital Management LLC 0.00% New 11 $1K
Integrity Financial Corp 0.00% No change 11 $1K
London Co. of Virginia 0.00% Reduce -95.0% 10 $1K
1 North Wealth Services LLC 0.00% No change 9 $984
Morse Asset Management, Inc 0.00% No change 8 $874
New England Capital Financial Advisors LLC 0.00% New 2 $219
Retirement Wealth Solutions LLC 0.00% No change 2 $173

"% 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.