iShares Core S&P Small-Cap EIJRETF

13F holders, Q3 2025 (September 30)
2,529holders +21
115new positions
86sold out
5famous investors
$118.60avg. 13F price*

At the end of Q3 2025, 2,529 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 21 from Q2 2025. 115 opened new positions and 86 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.0B), Bank of America Corp. ($3.8B) and FMR LLC ($2.2B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions115$142.0M
Exits86$356.1M

All 13F filers, Q2 2025 → Q3 2025: 32,510,530 shares bought and 25,808,915 shares sold, net +6,701,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,529 holders

Northwestern Mutual Wealth Management Co. 3.35% Add +2.5% 42,327,458 $5.0B
Bank of America Corp. 0.28% Reduce -0.8% 31,704,289 $3.8B
FMR LLC 0.12% Add +13.8% 18,619,569 $2.2B
Morgan Stanley 0.13% Reduce -0.9% 17,977,551 $2.1B
LPL Financial LLC 0.57% Add +1.6% 16,532,634 $2.0B
Wells Fargo & Company 0.37% Reduce -6.3% 15,402,744 $1.8B
Jones Financial Companies LLLP 1.20% Add +549.5% 14,885,601 $1.8B
Envestnet Asset Management Inc. 0.50% Reduce -12.3% 14,749,090 $1.8B
Raymond James Financial Inc. 0.52% Reduce -1.7% 13,729,381 $1.6B
Bank of New York Mellon Corp 0.26% Reduce -2.8% 12,073,994 $1.4B
UBS Group AG 0.24% Add +3.7% 10,381,294 $1.2B
Northern Trust Corp. 0.14% Reduce -0.6% 9,366,738 $1.1B
BlackRock, Inc. 0.02% Reduce -0.1% 8,333,100 $990.2M
PNC Financial Services Group, Inc. 0.57% Reduce -1.8% 7,878,292 $936.2M
Financial Engines Advisors L.L.C. 1.76% Reduce -19.5% 7,774,548 $923.8M
Royal Bank of Canada 0.15% Add +0.6% 7,094,168 $843.0M
First Command Advisory Services, Inc. 5.53% Reduce -30.1% 6,415,966 $762.4M
Goldman Sachs Group Inc. 0.11% Add +4.2% 6,408,796 $761.6M
Baird Financial Group, Inc. 1.10% Add +5.3% 5,770,252 $685.7M
JPMorgan Chase & Co. 0.04% Add +60.1% 5,138,062 $610.6M
US Bancorp \de 0.70% Reduce -1.1% 4,968,235 $590.4M
Glenmede Investment Management, LP 2.81% Reduce -2.3% 4,890,176 $581.1M
Ameriprise Financial Inc. 0.13% Reduce -11.7% 4,863,888 $578.3M
Northwestern Mutual Investment Management Company, LLC 7.94% Reduce -23.5% 4,619,141 $548.9M
Truist Financial Corp. 0.66% Add +30.1% 4,074,572 $484.2M
Cerity Partners LLC 0.78% Add +7.8% 4,049,483 $481.2M
Provida Pension Fund Administrator 8.01% Add +30.7% 3,866,746 $459.5M
Regions Financial Corp. 2.97% Add +0.9% 3,831,895 $455.3M
Keybank National Association 1.58% Reduce -1.5% 3,777,756 $448.9M
Wealthspire Advisors, LLC 2.31% Add +0.5% 3,714,872 $441.4M
Acorns Advisers, LLC 3.24% Add +3.7% 3,470,507 $412.4M
Commonwealth Equity Services, LLC 0.53% Reduce -7.5% 3,446,499 $409.5M
Cresset Asset Management, LLC 1.63% Add +3.4% 3,107,666 $369.3M
HighTower Advisors, LLC 0.40% Add +4.5% 2,977,717 $353.8M
Cetera Investment Advisers 0.37% Add +43.6% 2,663,919 $316.6M
Wealth Enhancement Advisory Services, LLC 0.44% Reduce -1.8% 2,447,448 $289.4M
Alesco Advisors, LLC, An ESL Co 7.52% Reduce -1.1% 2,334,592 $277.4M
Pathstone Holdings, LLC 1.04% Reduce -14.7% 2,291,219 $272.3M
Valeo Financial Advisors, LLC 6.18% Add +1.5% 2,302,241 $271.1M
Millburn Ridgefield LLC 6.27% Reduce -7.2% 2,208,715 $262.5M
Catalyst Capital Advisors LLC 5.30% Reduce -7.2% 2,208,715 $262.5M
Circle Wealth Management, LLC 4.86% Add +0.1% 2,103,593 $250.0M
Fifth Third Bancorp 0.77% Add +1.6% 2,021,456 $240.2M
MAI Capital Management 1.49% Reduce -0.9% 2,007,899 $238.6M
Mariner, LLC 0.27% Reduce -0.5% 1,737,543 $206.5M
Bank of Montreal 0.09% Reduce -0.3% 1,699,831 $202.0M
Haverford Trust Co 1.81% Reduce -1.2% 1,690,361 $200.9M
Stifel Financial Corp. 0.18% Add +3.0% 1,637,850 $194.6M
Osaic Holdings, Inc. 0.27% Add +18.1% 1,629,724 $193.2M
Steward Partners Investment Advisory, LLC 1.04% Add +117.4% 1,532,026 $182.1M
Moneta Group Investment Advisors LLC 1.40% Add +1.2% 1,478,979 $175.7M
Mesirow Financial Investment Management, Inc. 3.14% Add +3.0% 1,478,144 $175.6M
Modera Wealth Management, LLC 1.99% Reduce -0.4% 1,446,491 $171.9M
Rockefeller Capital Management L.P. 0.33% Reduce -2.0% 1,430,194 $169.9M
State Street Corp. 0.01% Add +57.9% 1,367,332 $162.5M
Bridges Investment Management Inc. 1.97% Reduce -10.6% 1,294,092 $153.8M
Creative Planning 0.12% Reduce -0.9% 1,271,447 $151.1M
Clark Capital Management Group, Inc. 0.94% Add +1.3% 1,262,795 $150.1M
Corient Private Wealth LP 0.24% Add +57.8% 1,733,501 $150.1M
Allworth Financial LP 0.65% Add +3.1% 1,227,931 $145.9M
MML Investors Services, LLC 0.38% Reduce -1.7% 1,210,705 $143.9M
Farmers & Merchants Investments Inc. 3.88% Add +2.4% 1,151,423 $136.8M
Comerica Bank 0.51% Add +1.8% 1,143,144 $135.8M
United Capital Financial Advisors, LLC 0.93% Reduce -2.9% 1,087,820 $129.3M
Mercer Global Advisors Inc. 0.21% Add +168.3% 1,082,965 $128.7M
Focus Partners Wealth 0.20% Add +14.2% 1,068,456 $126.9M
Nationwide Fund Advisors 6.94% Reduce -3.6% 1,058,435 $125.8M
M&T Bank Corp 0.40% Reduce -5.0% 992,167 $117.9M
Franklin Resources Inc. 0.03% Add +3.4% 975,224 $115.9M
Assetmark, Inc. 0.24% Reduce -5.0% 928,756 $110.4M
Acropolis Investment Management, LLC 5.44% Add +6.3% 979,780 $107.1M
Atlantic Union Bankshares Corp 2.00% Add +0.5% 893,650 $106.2M
Beacon Investment Advisory Services, Inc. 4.44% Add +5.5% 888,362 $105.6M
Moss Adams Wealth Advisors LLC 7.89% Add +12.0% 852,159 $101.3M
Brown Advisory Inc. 0.13% Reduce -6.2% 850,943 $101.1M
Members Trust Co 3.30% Reduce -0.1% 845,038 $100.4M
Captrust Financial Advisors 0.20% Add +0.6% 843,456 $100.2M
Destination Wealth Management 2.74% Add +0.8% 836,705 $99.4M
NorthCoast Asset Management LLC 0.39% Reduce -0.6% 831,644 $98.8M
Bessemer Group Inc. 0.15% Reduce -2.6% 818,615 $97.3M
Janney Montgomery Scott LLC 0.22% Add +13.9% 778,971 $92.6M
Cambridge Investment Research Advisors, Inc. 0.25% Reduce -2.6% 759,891 $90.3M
&partners 0.58% Add +20.6% 757,836 $90.1M
Greenleaf Trust 0.80% Reduce -1.4% 739,683 $87.9M
Kestra Advisory Services, LLC 0.38% Add +7.7% 690,742 $82.1M
Whittier Trust Co. 0.92% Add +3.2% 672,489 $80.8M
Glenview Trust Co 1.28% Add +0.8% 679,188 $80.7M
First Interstate Bank 4.39% Add +0.7% 669,222 $79.5M
Dynasty Wealth Management, LLC 1.04% Add +5.3% 658,065 $78.2M
Ally Financial Inc. 9.41% Add +3.7% 641,000 $76.2M
Accredited Investors Inc. 4.21% Reduce -6.1% 634,484 $75.4M
Natixis Advisors, LLC 0.11% Add +15.2% 631,221 $75.0M
Teacher Retirement System of Texas 0.29% No change 617,457 $73.4M
Steele Capital Management, Inc. 3.25% Reduce -0.6% 616,608 $73.3M
Citigroup Inc. 0.05% Reduce -7.8% 613,015 $72.8M
Connecticut Wealth Management, LLC 3.19% Reduce -25.8% 604,937 $71.9M
UMB Bank, n.a. 1.06% Reduce -4.4% 604,592 $71.8M
NewEdge Advisors, LLC 0.32% Add +8.4% 600,076 $71.3M
SWF LLC 7.30% No change 599,244 $71.2M
Sigma Investment Counselors Inc. 3.60% Reduce -1.1% 584,435 $69.4M
Mission Wealth Management, LP 1.41% Reduce -3.9% 581,429 $69.1M
Sage Financial Group Inc. 4.68% Add +5.2% 579,621 $68.9M
Sequoia Financial Advisors, LLC 0.42% Reduce -44.1% 575,028 $68.3M
Bokf, NA 1.01% Reduce -9.4% 563,654 $67.0M
Private Advisor Group, LLC 0.33% Reduce -2.0% 559,432 $66.5M
Quotient Wealth Partners, LLC 1.82% Add +1.8% 558,076 $66.3M
Klingman & Associates, LLC 3.31% Add +3.2% 551,551 $65.5M
St. Louis Trust Co 8.09% Reduce -2.6% 546,383 $64.9M
Alaska Permanent Capital Management, LLC 4.77% Add +11.4% 545,285 $64.8M
Synovus Financial Corp. 0.73% Reduce -6.9% 538,538 $64.0M
Full Sail Capital, LLC 3.52% Reduce -1.0% 537,086 $63.8M
Ieq Capital, LLC 0.19% Add +2.4% 537,022 $63.8M
Peapack Gladstone Financial Corp. 0.83% Add +0.2% 536,341 $63.7M
Equitable Holdings, Inc. 0.46% Add +5.0% 528,460 $62.8M
Financial Advisors, LLC 11.11% Add +0.7% 527,503 $62.7M
Farther Finance Advisors, LLC 0.90% Add +4.8% 502,472 $59.7M
Clearstead Advisors, LLC 0.87% Add +7.5% 502,444 $59.7M
First Business Financial Services, Inc. 5.44% Reduce -11.3% 499,418 $59.3M
BLB&B Advisors, LLC 2.55% Reduce -24.3% 497,350 $59.1M
Bangor Savings Bank 4.89% Add +0.8% 493,744 $58.7M
Alliancebernstein L.P. 0.02% Add +3.0% 493,347 $58.6M
Tiaa Trust, National Association 0.14% Reduce -5.6% 487,341 $57.9M
Wealth Architects, LLC 5.45% Reduce -0.3% 486,027 $57.8M
Bartlett & Co. Wealth Management LLC 0.75% Add +2.4% 475,518 $56.5M
Brown Brothers Harriman & Co. 0.34% Add +0.7% 473,957 $56.3M
New York Life Investment Management LLC 0.49% Add +30.3% 468,981 $55.7M
First National Trust Co 1.89% Reduce -0.9% 463,062 $55.0M
Stratos Wealth Partners, LTD. 0.64% Reduce -0.9% 453,061 $53.8M
Citadel Advisors 0.04% Add +175.6% 451,766 $53.7M
Fiduciary Trust Co 0.60% Reduce -1.1% 447,315 $53.2M
Victory Capital Management Inc. 0.03% Add +42.8% 439,796 $52.3M
Cahaba Wealth Management, Inc. 3.78% Add +3.8% 439,609 $52.2M
HCR Wealth Advisors 5.39% Add +4.0% 435,627 $52.1M
Becker Capital Management Inc. 1.48% Add +3.1% 427,257 $50.8M
Global Retirement Partners, LLC 1.13% Add +4.9% 424,717 $50.5M
Legacy Wealth Management, LLC 2.94% Reduce -15.3% 419,736 $49.9M
Rebalance, LLC 2.99% Reduce -0.0% 416,686 $49.5M
RKL Wealth Management LLC 4.20% Reduce -0.5% 414,333 $49.2M
Atlanta Consulting Group Advisors, LLC 11.93% Add +2.2% 410,440 $48.8M
Abound Wealth Management 12.14% Add +5.4% 408,195 $48.5M
Berman McAleer LLC 6.67% — 401,376 $47.7M
SilverOak Wealth Management LLC 7.94% Add +5.6% 395,955 $47.1M
Conning Inc. 1.64% No change 394,331 $46.9M
Johnson Investment Counsel Inc. 0.39% Add +4.0% 393,541 $46.8M
United Bank 5.53% Reduce -1.9% 390,617 $46.4M
Axxcess Wealth Management, LLC 0.98% Add +10.5% 390,472 $46.4M
Ally Invest Advisors Inc. 3.32% Add +2.6% 389,031 $46.2M
Trilogy Capital Inc. 2.13% Add +0.8% 387,559 $46.1M
Vision Capital Management, Inc. 5.62% Add +0.1% 383,049 $45.5M
Capital Asset Advisory Services LLC 1.96% Add +10.1% 381,909 $45.4M
Arrow Financial Corp 4.59% Reduce -1.7% 377,876 $44.9M
Arcataur Capital Management LLC 13.16% Reduce -0.5% 376,887 $44.8M
Envestnet Portfolio Solutions, Inc. 0.16% Reduce -6.6% 375,378 $44.6M
Maple Capital Management, Inc. 2.93% Add +3.9% 375,072 $44.6M
SigFig Wealth Management, LLC 1.37% Reduce -49.7% 372,911 $44.2M
Bank of Nova Scotia 0.08% No change 364,200 $43.3M
Thrivent Financial for Lutherans 0.09% Add +62.0% 362,104 $43.0M
Lido Advisors, LLC 0.18% Add +36.4% 361,256 $42.9M
One Day In July LLC 3.59% Reduce -11.8% 357,401 $42.5M
Ballentine Partners, LLC 0.59% Add +0.5% 354,645 $42.1M
IFG Advisors, LLC 6.84% Add +1.7% 353,030 $42.0M
Opus Capital Group, LLC 4.71% Add +1.4% 352,474 $41.9M
Stockman Wealth Management, Inc. 5.17% Add +0.9% 350,608 $41.7M
Sanctuary Advisors, LLC 0.24% Reduce -11.2% 350,172 $41.6M
Shoker Investment Counsel, Inc. 12.22% Reduce -0.3% 348,695 $41.4M
Planning Alternatives Ltd. 5.31% Add +0.7% 347,661 $41.3M
Pine Ridge Advisers LLC 2.80% Reduce -0.8% 344,276 $40.9M
Chesley Taft & Associates LLC 1.73% Reduce -3.7% 343,679 $40.8M
Painted Porch Advisors LLC 15.52% Reduce -0.3% 342,649 $40.7M
Nan Shan Life Insurance Co., Ltd. 0.86% No change 342,089 $40.7M
Oppenheimer & Co. Inc. 0.49% Reduce -0.6% 338,170 $40.2M
Fulton Breakefield Broenniman LLC 2.58% Add +0.6% 335,585 $39.9M
Elk River Wealth Management LLC 6.37% Add +2.1% 334,430 $39.7M
MCF Advisors LLC 2.38% Reduce -0.4% 327,442 $38.9M
Voya Financial Advisors, Inc. 3.68% Reduce -10.6% 321,753 $38.2M
Starr Indemnity & Liability Co 12.45% No change 320,950 $38.1M
Amplius Wealth Advisors, LLC 3.28% Add +12.8% 319,082 $37.9M
Albion Financial Group 2.29% Reduce -0.5% 318,773 $37.9M
Valmark Advisers, Inc. 0.47% Reduce -11.4% 308,523 $36.7M
Fifth Third Wealth Advisors LLC 1.35% Add +1.1% 307,841 $36.6M
Magnus Financial Group LLC 2.90% Add +0.8% 307,603 $36.6M
Cape Cod Five Cents Savings Bank 3.31% No change 309,086 $36.2M
Whittier Trust Co. of Nevada Inc. 0.77% Add +28.4% 299,392 $36.0M
Colony Family Offices, LLC 9.30% Reduce -13.0% 302,163 $35.9M
JFS Wealth Advisors, LLC 2.10% Reduce -1.3% 301,457 $35.8M
Fi3 FINANCIAL ADVISORS, LLC 12.05% Add +2.3% 299,892 $35.6M
Avidian Wealth Enterprises, LLC 1.32% Add +1.1% 295,715 $35.1M
Calamos Wealth Management LLC 1.25% Reduce -45.8% 287,896 $34.2M
RTD Financial Advisors, Inc. 4.11% Add +5.2% 287,671 $34.2M
Public Sector Pension Investment Board 0.13% Add +3.4% 285,968 $34.0M
MassMutual Private Wealth & Trust, FSB 0.86% Reduce -0.9% 284,570 $33.8M
Graves Light Lenhart Wealth, Inc. 3.74% Reduce -1.5% 283,897 $33.7M
Grove Bank & Trust 3.88% Add +0.2% 279,009 $33.2M
Frontier Asset Management, LLC 8.28% Reduce -2.3% 278,882 $33.1M
Blair William & Co. 0.09% Reduce -2.3% 278,501 $33.1M
Wallington Asset Management, LLC 4.28% Add +1.3% 277,502 $33.0M
Obsidian Cio, LLC 4.31% Add +8.3% 276,443 $32.8M
Lazard Asset Management LLC 0.04% Reduce -9.0% 275,116 $32.7M
Bleakley Financial Group, LLC 0.76% Reduce -5.4% 274,790 $32.7M
Hudock, Inc. 4.86% Reduce -1.8% 269,519 $32.0M
Resonant Capital Advisors, LLC 1.86% Add +7.5% 268,843 $31.9M
Advisory Services Network, LLC 0.46% Add +4.7% 265,159 $31.5M
Principal Securities, Inc. 0.52% Reduce -1.5% 264,525 $31.4M
Pinnacle Associates Ltd. 0.41% Reduce -0.3% 262,810 $31.2M
First Financial Bank - Trust Division 2.64% Reduce -7.0% 259,701 $30.9M
Founders Financial Securities LLC 2.09% Add +8.8% 258,593 $30.7M
Summit Financial Strategies, Inc. 2.62% Add +6.7% 257,159 $30.6M
Horizon Investments, LLC 0.40% Add +12.6% 254,848 $30.3M
RMR Wealth Builders 2.53% Add +5.5% 253,923 $30.2M
Vicus Capital 2.30% Reduce -52.9% 253,694 $30.1M
Oakworth Capital, Inc. 1.73% Add +3.3% 252,656 $30.0M
HB Wealth Management, LLC 0.20% Add +1.3% 251,877 $29.9M
Financial Enhancement Group LLC 3.99% Reduce -0.0% 249,074 $29.7M
MBL Wealth, LLC 2.60% Reduce -0.5% 250,085 $29.7M
Savant Capital, LLC 0.18% Add +5.3% 249,762 $29.7M
Catalyst Financial Partners LLC 3.56% Reduce -5.8% 248,691 $29.6M
Hancock Whitney Corp. 0.54% Reduce -1.8% 248,495 $29.5M
Capital Investment Advisors, LLC 0.49% Add +0.3% 248,425 $29.5M
Wealthcare Advisory Partners LLC 0.61% Add +3.3% 248,145 $29.5M
Madison Wealth Partners, Inc 5.78% Add +0.3% 245,870 $29.2M
Fiera Capital Corp 0.09% Add +1.0% 245,525 $29.2M
Single Point Partners, LLC 5.85% Add +1.4% 242,493 $28.8M
Lowe Brockenbrough & Co. Inc. 1.47% Add +4.4% 239,666 $28.5M
Guidance Capital, Inc. 7.42% Add +10326.5% 234,805 $28.4M
Citizens Financial Group Inc. 0.39% Reduce -2.4% 239,207 $28.4M
Round Rock Advisors LLC 4.48% Add +5.8% 238,195 $28.3M
Bar Harbor Wealth Management 1.68% Add +0.3% 236,055 $28.1M
Alaska Wealth Advisors, LLC 3.64% Add +4.3% 234,107 $27.8M
Northwest Quadrant Wealth Management, LLC 5.81% Reduce -42.2% 231,485 $27.5M
Headinvest, LLC 5.62% Reduce -1.0% 228,960 $27.2M
First Financial Bankshares Inc 0.56% Reduce -18.4% 228,473 $27.1M
Private Wealth Asset Management, LLC 3.20% Add +1.7% 228,356 $27.1M
D.A. Davidson & Co. 0.17% Reduce -16.5% 227,476 $27.0M
Journey Advisory Group, LLC 1.98% Add +0.5% 224,993 $26.7M
Legacy Advisors, LLC 3.30% — 224,564 $26.7M
First Merchants Corp. 1.00% Reduce -2.0% 223,575 $26.6M
Capital Advisors Inc. 0.44% Add +2.7% 223,431 $26.6M
Cedar Mountain Advisors, LLC 5.17% Reduce -0.2% 223,310 $26.5M
Ashton Thomas Private Wealth, LLC 0.69% Add +25.7% 223,030 $26.5M
World Investment Advisors 0.54% Add +3.1% 222,663 $26.5M
Rehmann Capital Advisory Group 1.44% Add +4.1% 221,766 $26.4M
O'Dell Group, LLC 5.65% Add +18.8% 221,405 $26.3M
NorthRock Partners, LLC 0.47% Add +814.0% 220,112 $26.2M
Truefg, LLC 7.06% Add +1.7% 215,065 $25.6M
Proathlete Wealth Management LLC 7.34% Add +4.2% 214,721 $25.5M
Midwest Trust Co 0.33% Reduce -7.5% 214,214 $25.5M
ESL Trust Services, LLC 4.98% Reduce -2.7% 213,478 $25.4M
Baron Wealth Management LLC 8.36% Reduce -0.5% 212,658 $25.3M
Birch Hill Investment Advisors LLC 1.06% Reduce -12.1% 211,405 $25.1M
Oakwell Private Wealth Management, LLC 5.04% Add +3.1% 210,997 $25.1M
Smith, Moore & Co. 1.91% Add +1.0% 209,747 $24.9M
Yousif Capital Management, LLC 0.26% Add +17.8% 208,690 $24.8M
Verum Partners LLC 5.27% Add +2.9% 208,323 $24.8M
Kelman-Lazarov, Inc. 3.60% Add +1.0% 204,354 $24.3M
1ST Source Bank 1.26% Reduce -2.5% 201,587 $24.0M
C V Starr & Co. Inc. 11.00% No change 200,458 $23.8M
Harbour Trust & Investment Management Co 2.46% Reduce -0.8% 200,383 $23.8M
Constellation Investments, Inc. 1.11% No change 200,000 $23.8M
Gladstone Institutional Advisory LLC 0.91% Add +5.3% 199,810 $23.7M
Curi Capital, LLC 0.44% Reduce -6.0% 199,534 $23.7M
Navalign, LLC 6.20% Add +1.1% 197,876 $23.5M
King Wealth Management Group 2.95% Add +4.3% 197,507 $23.5M
Roth Financial Partners LLC 7.87% Add +0.9% 196,513 $23.4M
Pinnacle Financial Partners Inc 0.56% Add +0.7% 196,356 $23.3M
West Paces Advisors Inc. 4.64% Reduce -3.5% 196,339 $23.3M
Pittenger & Anderson Inc. 0.85% Add +0.6% 194,623 $23.1M
Simmons Bank 1.54% Reduce -0.7% 194,053 $23.1M
Perigon Wealth Management, LLC 0.47% Add +0.3% 193,542 $23.0M
Cutler Investment Counsel LLC 2.41% Add +9.9% 193,104 $22.9M
Financial Management Network Inc. 3.75% Add +4.5% 189,929 $22.7M
Pathway Financial Advisors LLC 3.02% Add +19.3% 190,701 $22.7M
Sigma Planning Corp 0.64% Add +0.8% 190,514 $22.6M
NewEdge Wealth, LLC 0.32% Reduce -0.2% 190,400 $22.6M
Mackenzie Financial Corp. 0.03% Add +14.2% 185,410 $22.0M
Trifecta Capital Advisors, LLC 3.34% Reduce -0.9% 184,745 $22.0M
Dimension Capital Management LLC 3.18% Reduce -4.5% 183,851 $21.8M
Quadrant Capital Group LLC 0.71% Reduce -2.3% 183,366 $21.8M
Lutz Financial Services LLC 1.55% Add +0.9% 179,914 $21.4M
CJM Wealth Advisers, Ltd. 6.56% Reduce -12.5% 179,697 $21.4M
Apollon Wealth Management, LLC 0.38% Add +1.6% 179,364 $21.3M
Two Sigma Investments, LP 0.03% New 178,979 $21.3M
Smithfield Trust Co 0.95% Reduce -0.8% 178,266 $21.2M
Pinnacle Wealth Management Advisory Group, LLC 1.59% Reduce -0.3% 177,758 $21.1M
Enzi Wealth 7.40% Reduce -0.9% 178,659 $21.0M
Harbor Group, Inc. 3.34% Reduce -3.2% 176,854 $21.0M
Cornerstone Advisory, LLC 2.06% Reduce -4.5% 176,413 $21.0M
Integrated Wealth Concepts LLC 0.19% Add +0.4% 175,983 $20.9M
Crescent Grove Advisors, LLC 2.00% Reduce -3.6% 175,278 $20.8M
Trustees of Dartmouth College 5.33% No change 174,600 $20.7M
Fusion Family Wealth, LLC 1.55% Reduce -2.7% 174,462 $20.7M
Summit Asset Management, LLC 3.17% Add +0.3% 173,687 $20.6M
EFG Asset Management (Americas) Corp. 3.56% Add +1.1% 173,522 $20.6M
CWS Financial Advisors, LLC 5.72% Reduce -0.3% 173,494 $20.6M
Valley Forge Investment Consultants Inc. Adv 6.03% Add +4.3% 173,394 $20.6M
Cambridge Capital Management, LLC 9.85% Add +4.1% 172,892 $20.5M
Twele Capital Management, Inc. 3.79% Add +1.4% 172,639 $20.5M
PKS Advisory Services, LLC 4.76% Add +0.5% 172,141 $20.5M
LBMC Investment Advisors, LLC 1.30% Add +11.3% 171,736 $20.4M
Evergreen Capital Management LLC 0.48% Add +0.6% 170,723 $20.3M
Fort Henry Capital, LLC 12.80% Add +2.3% 169,624 $20.2M
CoreCap Advisors, LLC 0.73% Reduce -1.9% 169,255 $20.1M
Trust Co. of Vermont 0.87% Reduce -9.3% 167,447 $19.9M
Baron Silver Stevens Financial Advisors, LLC 2.91% Add +1.6% 167,299 $19.9M
New England Professional Planning Group Inc. 9.06% Add +1.7% 171,220 $19.8M
MainStreet Investment Advisors LLC 2.65% Reduce -4.7% 165,739 $19.7M
Journey Strategic Wealth LLC 0.55% Reduce -0.8% 165,159 $19.6M
Pure Financial Advisors, LLC 0.31% Add +1.3% 165,142 $19.6M
BOK Financial Private Wealth, Inc. 1.23% Reduce -6.2% 164,997 $19.6M
WASHINGTON TRUST Co 0.64% Add +0.4% 164,979 $19.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.31% Reduce -2.4% 163,314 $19.4M
Bristlecone Advisors, LLC 1.62% Add +5.2% 163,270 $19.4M
FFT Wealth Management LLC 3.56% Add +2.8% 163,049 $19.4M
Goelzer Investment Management, Inc. 1.02% Reduce -1.3% 162,553 $19.3M
Courier Capital LLC 1.11% Add +3.2% 162,320 $19.3M
Whitcomb & Hess, Inc. 4.94% Add +4.5% 161,762 $19.2M
Iowa State Bank 3.65% Reduce -10.4% 161,185 $19.2M
Granite Bay Wealth Management, LLC 4.98% Reduce -28.4% 161,029 $19.1M
Human Investing LLC 2.82% Add +5.0% 160,591 $19.1M
Segall Bryant & Hamill, LLC 0.25% Add +14.7% 160,538 $19.1M
Madison Asset Management, LLC 0.21% Reduce -7.4% 160,260 $19.0M
OneDigital Investment Advisors LLC 0.19% Add +1.3% 159,476 $19.0M
Ritter Daniher Financial Advisory LLC / DE 3.32% Reduce -2.5% 158,632 $18.9M
FSM Wealth Advisors, LLC 2.66% Add +13.6% 158,337 $18.8M
Keener Financial Planning LLC 8.69% Add +3.9% 157,648 $18.7M
Transamerica Financial Advisors, LLC 1.55% Reduce -0.0% 157,533 $18.7M
Summit Financial Wealth Advisors, LLC 2.90% Add +1.4% 156,939 $18.7M
YHB Investment Advisors, Inc. 1.37% Reduce -24.0% 157,195 $18.7M
Ironwood Wealth Management, Inc. 8.56% Reduce -1.2% 163,381 $18.7M
Rwa Wealth Partners, LLC 0.21% Reduce -3.3% 156,847 $18.6M
Caliber Wealth Management, LLC / KS 2.07% Reduce -2.0% 156,250 $18.6M
FineMark National Bank & Trust 0.60% Add +4.6% 154,989 $18.4M
CIBC Private Wealth Group LLC 0.03% Reduce -6.4% 154,067 $18.3M
Mullooly Asset Management, Inc. 7.02% Add +0.6% 154,055 $18.3M
Chicago Partners Investment Group LLC 0.48% Reduce -0.4% 151,185 $18.2M
Prudential Financial Inc. 0.02% Add +39.8% 152,900 $18.2M
McKinley Carter Wealth Services, Inc. 0.95% Add +1.7% 152,880 $18.2M
GFS Advisors, LLC 2.32% Add +2.2% 152,833 $18.2M
Conservest Capital Advisors, Inc. 1.68% Reduce -0.3% 152,831 $18.2M
Sunflower Bank, N.A. 4.38% Reduce -1.1% 151,472 $18.0M
Wealthspire Retirement, LLC 1.14% Add +1.1% 150,846 $17.9M
NewSquare Capital LLC 1.21% Reduce -2.5% 150,720 $17.9M
Bank of Stockton 5.09% Reduce -0.7% 150,415 $17.9M
Cary Street Partners Financial LLC 0.46% Add +0.7% 148,898 $17.7M
Sagespring Wealth Partners, LLC 0.34% Reduce -5.9% 148,070 $17.6M
Summit Financial, LLC 0.27% Add +69.8% 147,692 $17.6M
Fiducient Advisors LLC 2.04% Reduce -0.7% 147,248 $17.5M
Arkadios Wealth Advisors 0.43% Add +79.0% 146,857 $17.5M
Cwm, LLC 0.05% Reduce -1.7% 146,406 $17.4M
Lodestar Private Asset Management LLC 1.82% Add +5.5% 146,401 $17.4M
Beacon Pointe Advisors, LLC 0.15% Add +1.9% 146,240 $17.4M
Encompass Wealth Advisors, LLC 5.87% Add +2.3% 145,022 $17.2M
Prime Capital Investment Advisors, LLC 0.22% Reduce -1.5% 144,862 $17.2M
Ritholtz Wealth Management 0.33% Add +2.2% 144,818 $17.2M
Southern Capital Advisors, LLC 8.02% Add +2.9% 144,041 $17.1M
Paradigm, Strategies in Wealth Management, LLC 10.92% Reduce -1.9% 143,540 $17.1M
LTG Capital LLC 13.42% Add +6.9% 143,500 $17.1M
jvl associates llc 5.60% Reduce -4.4% 142,411 $16.9M
Crewe Advisors LLC 1.61% Add +3.8% 141,940 $16.9M
Fiduciary Alliance LLC 1.13% Add +8.5% 141,822 $16.9M
Hansen & Associates Financial Group, Inc. 7.05% New 14,082 $16.8M
Obsidian Personal Planning Solutions LLC 5.83% Add +1.9% 142,417 $16.8M
Liquid Strategies, LLC 3.45% Add +15.5% 140,994 $16.8M
Park Avenue Securities LLC 0.13% Add +7.0% 138,972 $16.5M
SCS Capital Management LLC 0.18% Reduce -11.6% 138,084 $16.4M
Arkos Global Advisors 2.09% Add +1.0% 137,865 $16.4M
Welch & Forbes LLC 0.20% Add +6.5% 137,641 $16.4M
Apexium Financial, LP 0.79% Reduce -0.9% 137,254 $16.3M
LGL Partners, LLC 6.93% Reduce -0.8% 136,855 $16.3M
HORAN Wealth, LLC 2.56% Add +2077.1% 136,785 $16.3M
Principal Financial Group Inc. 0.01% Reduce -0.0% 135,513 $16.1M
State of Tennessee, Department of Treasury 0.05% Reduce -0.3% 134,711 $16.0M
Fairway Wealth LLC 4.46% Add +4.0% 133,868 $15.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.0% 133,542 $15.9M
Victory Financial Group, LLC 2.17% Reduce -1.0% 132,802 $15.8M
Ancora Advisors LLC 0.32% Add +5.6% 132,525 $15.7M
Hardy Reed LLC 1.16% No change 132,434 $15.7M
Heck Capital Advisors, LLC 1.21% Reduce -4.0% 131,511 $15.6M
ProVise Management Group, LLC 1.15% Reduce -1.0% 131,391 $15.6M
Money Concepts Capital Corp. 0.96% Add +3.0% 130,968 $15.6M
Concurrent Investment Advisors, LLC 0.27% Reduce -2.1% 130,722 $15.5M
Forvis Mazars Wealth Advisors, LLC 0.31% Reduce -5.9% 129,872 $15.4M
TD Private Client Wealth LLC 0.35% Reduce -6.9% 129,128 $15.3M
XML Financial, LLC 1.25% Reduce -1.1% 128,830 $15.3M
Ironwood Financial, llc 2.71% Add +17.8% 128,773 $15.3M
Titleist Asset Management, LLC 1.34% Add +3.3% 128,548 $15.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.38% Add +0.0% 128,458 $15.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +10.3% 128,000 $15.2M
Centerpoint Advisors, LLC 4.71% Add +1.6% 127,826 $15.2M
Legacy Financial Strategies, LLC 2.74% Reduce -21.1% 127,714 $15.2M
Omega Financial Group, LLC 5.09% Add +4.3% 127,381 $15.1M
Venture Visionary Partners LLC 0.52% Add +0.4% 127,285 $15.1M
Laurel Wealth Advisors LLC 2.10% Add +0.5% 126,248 $15.0M
Heritage Investment Group, Inc. 2.37% Add +7.4% 124,691 $14.8M
Guidance Point Advisors, LLC 3.66% Reduce -4.5% 123,596 $14.7M
Panoramic Capital Partners, LLC 9.42% Add +4.3% 123,357 $14.7M
Bailard, Inc. 0.32% Reduce -1.3% 122,519 $14.6M
Galvin, Gaustad & Stein, LLC 1.20% Reduce -19.4% 122,265 $14.5M
Orion Porfolio Solutions, LLC 0.11% Reduce -3.3% 121,869 $14.5M
Morris Financial Concepts, Inc. 5.22% Add +4.2% 121,618 $14.5M
Burling Wealth Partners, LLC 2.38% Reduce -4.7% 121,205 $14.4M
First Bank & Trust 2.42% Reduce -5.0% 120,841 $14.4M
SouthState Bank Corp 0.66% Reduce -17.7% 119,735 $14.2M
Exchange Traded Concepts, LLC 0.14% Reduce -3.4% 119,720 $14.2M
Investment Advisory Group, LLC 3.86% Add +1.6% 119,395 $14.2M
Regal Investment Advisors LLC 0.92% Reduce -1.1% 119,094 $14.2M
Willis Johnson & Associates, Inc. 0.88% Reduce -44.6% 119,059 $14.1M
Vestmark Advisory Solutions, Inc. 0.27% Add +3089.4% 118,581 $14.1M
Neumann Capital Management, LLC 4.08% Reduce -1.0% 117,417 $14.0M
Marino, Stram & Associates LLC 2.50% Reduce -1.1% 116,828 $13.9M
Modern Wealth Management, LLC 0.27% Reduce -7.5% 116,722 $13.9M
Nottingham Advisors, Inc. 1.92% Reduce -0.9% 116,463 $13.8M
Francis Financial, Inc. 2.45% Add +3.0% 115,766 $13.8M
Riversedge Advisors, LLC 2.30% Add +11.1% 115,656 $13.7M
Legal & General Group Plc 0.00% Add +9.7% 115,661 $13.7M
Community Bank, N.A. 1.66% Reduce -0.6% 115,480 $13.7M
Norris Perne & French LLP 0.95% Add +2.2% 115,377 $13.7M
Inlight Wealth Management, LLC 6.41% Add +4.5% 140,987 $13.7M
Flagship Harbor Advisors, LLC 0.59% Add +50.3% 114,738 $13.6M
Litman Gregory Wealth Management LLC 1.01% Reduce -12.0% 114,408 $13.6M
LVW Advisors, LLC 1.40% Add +1.5% 113,397 $13.5M
Proffitt & Goodson Inc. 1.93% Reduce -3.9% 112,958 $13.4M
Sageworth Trust Co 0.62% Reduce -6.8% 112,801 $13.4M
Vishria Bird Financial Group, LLC 2.61% Reduce -0.3% 112,036 $13.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +10.0% 111,945 $13.3M
Ameritas Advisory Services, LLC 0.87% Add +1.7% 111,781 $13.3M
Argent Trust Co 0.47% Reduce -6.1% 110,940 $13.2M
Meridian Management Co. 3.53% Reduce -1.1% 110,916 $13.2M
Cranbrook Wealth Management, LLC 2.64% Reduce -0.7% 110,775 $13.2M
Towercrest Capital Management 2.11% Add +1.1% 110,655 $13.1M
Tarbox Family Office, Inc. 1.93% Reduce -1.8% 110,433 $13.1M
Belpointe Asset Management LLC 0.50% Add +4.0% 109,988 $13.1M
Operose Advisors LLC 3.25% Add +19.5% 109,849 $13.1M
TCI Wealth Advisors, Inc. 0.78% Reduce -0.9% 109,574 $13.0M
IHT Wealth Management, LLC 0.33% Add +3.5% 108,930 $12.9M
Richard W. Paul & Associates, LLC 4.40% Add +1.3% 108,592 $12.9M
Waverly Advisors, LLC 0.13% Reduce -0.5% 108,351 $12.9M
PACK Private Wealth, LLC 6.05% Add +2.3% 108,153 $12.9M
Sapient Capital LLC 0.20% Add +4.5% 108,338 $12.8M
Flagstar Securities, Inc. 3.93% Reduce -10.2% 107,948 $12.8M
Capital Analysts, LLC 0.37% Add +10.7% 107,291 $12.7M
Bronte Capital Management Pty Ltd. 1.14% Reduce -82.8% 95,350 $12.7M
Capital Group Private Client Services, Inc. 0.21% Add +12.5% 105,914 $12.6M
Fortis Capital Advisors, LLC 1.99% Add +5.6% 105,742 $12.6M
Peninsula Asset Management Inc. 6.42% Reduce -0.0% 105,287 $12.5M
Merit Financial Group, LLC 0.11% Add +4.2% 104,919 $12.5M
Mach-1 Financial Group, LLC 1.97% New 104,103 $12.4M
Integrity Advisory Solutions, LLC 1.97% — 104,103 $12.4M
Presper Financial Architects, LLC 7.17% Reduce -3.2% 103,961 $12.4M
Fifth Third Securities, Inc. 0.84% Add +6.4% 103,933 $12.4M
JNBA Financial Advisors 1.12% Reduce -1.8% 103,871 $12.3M
Cim Investment Management Inc. 3.35% Reduce -4.1% 103,779 $12.3M
Gotham Asset Management 0.05% Add +6.3% 103,676 $12.3M
Crestwood Advisors Group, LLC 0.21% Reduce -3.9% 103,341 $12.3M
Nestegg Advisors, Inc. 10.88% Reduce -1.2% 103,170 $12.3M
McGuire Investment Group, LLC 1.38% Reduce -4.4% 102,665 $12.2M
Aptus Capital Advisors, LLC 0.11% Add +1.6% 102,537 $12.2M
4Thought Financial Group Inc. 6.16% Reduce -1.7% 102,476 $12.2M
Mgo One Seven LLC 0.28% Add +19.2% 102,443 $12.2M
Salomon & Ludwin, LLC 1.09% Reduce -2.5% 100,512 $12.1M
Tortoise Investment Management, LLC 1.07% Add +1.4% 101,085 $12.0M
Nordwand Advisors, LLC 1.90% Reduce -15.6% 100,940 $12.0M
Schneider Downs Wealth Management Advisors, LP 1.42% Reduce -0.7% 100,751 $12.0M
Old National Bancorp 0.20% Add +1.2% 100,484 $11.9M
Wilmington Savings Fund Society, FSB 0.29% Reduce -19.2% 100,256 $11.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.69% New 100,000 $11.9M
Palisades Hudson Asset Management, L.P. 4.27% Add +0.2% 99,140 $11.8M
JT Stratford LLC 1.57% Add +5.3% 98,390 $11.7M
Sprinkle Financial Consultants LLC 6.48% Add +1.4% 97,652 $11.6M
IFG Advisory, LLC 0.53% Add +4.0% 97,564 $11.6M
Kestra Private Wealth Services, LLC 0.15% Reduce -7.7% 97,207 $11.6M
eCIO, Inc. 4.27% Add +4.4% 96,296 $11.4M
Long Run Wealth Advisors, LLC 2.23% Reduce -3.2% 95,787 $11.4M
Harbour Investments, Inc. 0.26% Add +2.9% 95,220 $11.3M
CFO4Life Group, LLC 1.64% Add +0.7% 95,198 $11.3M
Summit Trail Advisors, LLC 0.16% Add +0.6% 94,780 $11.3M
Next Level Wealth Planning, LLC 6.35% Add +6.8% 94,659 $11.2M
Evermay Wealth Management LLC 1.29% Reduce -2.0% 94,592 $11.2M
Parallel Advisors, LLC 0.20% Add +10.6% 93,874 $11.2M
Choreo, LLC 0.15% Reduce -0.6% 93,700 $11.1M
BNP Paribas Financial Markets 0.01% Reduce -29.2% 93,270 $11.1M
Canvas Wealth Advisors, LLC 2.01% Add +3.4% 92,230 $11.1M
Condor Capital Management 0.91% Reduce -1.5% 92,944 $11.0M
TFO Wealth Partners, LLC 1.80% Add +0.1% 92,703 $11.0M
Global Strategic Investment Solutions, LLC 1.10% Reduce -0.2% 92,595 $11.0M
Capital Investment Advisory Services, LLC 0.87% Add +34.3% 92,374 $11.0M
Fiduciary Group, LLC 0.96% Reduce -1.4% 91,915 $10.9M
IFP Advisors, Inc 0.28% Add +1.6% 90,258 $10.7M
Somnio Financial Group, LLC 7.26% Add +1.9% 90,138 $10.7M
Rochester Wealth Strategies, LLC 6.98% Add +1.5% 89,795 $10.7M
Topel & Distasi Wealth Management, LLC 5.27% Add +2.8% 89,788 $10.7M
KFA Private Wealth Group, LLC 3.05% Reduce -1.0% 89,728 $10.7M
Clifford Swan Investment Counsel LLC 0.35% Add +6.5% 89,636 $10.7M
Caldwell Trust Co 0.99% Reduce -0.5% 89,327 $10.6M
Bryant Woods Investment Advisors, LLC 4.13% Add +1.2% 88,907 $10.6M
Shulman DeMeo Asset Management LLC 2.42% Add +0.3% 88,663 $10.5M
Ironwood Wealth Management, LLC. 3.52% Add +9.7% 88,489 $10.5M
Bright Financial Advisors, Inc. 5.14% Reduce -1.2% 88,412 $10.5M
Howe & Rusling Inc. 0.72% Add +1.9% 88,307 $10.5M
Fidelis Capital Partners, LLC 0.82% Add +2.9% 88,293 $10.5M
Robertson Stephens Wealth Management, LLC 0.32% Add +14.2% 88,283 $10.5M
TCTC Holdings, LLC 0.31% Add +4.6% 88,130 $10.5M
Waterway Wealth Management, LLC 2.50% Add +0.7% 99,864 $10.5M
Nations Financial Group Inc, /Ia/ 0.65% Reduce -0.4% 88,046 $10.5M
Elevation Point Wealth Partners, LLC 0.73% Add +135.9% 87,942 $10.5M
Camden National Bank 1.45% Add +5.4% 87,194 $10.4M
RFG Advisory, LLC 0.21% Add +27.9% 87,068 $10.3M
Equitable Trust Co. 0.47% Reduce -0.0% 86,132 $10.2M
Councilor Wealth, LLC 4.72% Reduce -5.2% 85,760 $10.2M
Embree Financial Group 1.36% Reduce -12.2% 85,567 $10.2M
Global Wealth Management, LLC 5.31% Reduce -2.6% 85,184 $10.1M
Pettinga Financial Advisors LLC 1.97% Reduce -5.9% 84,953 $10.1M
IFS Advisors, LLC 5.87% Add +0.0% 84,415 $10.0M
Burke & Herbert Bank & Trust Co. 2.15% Reduce -0.0% 84,306 $10.0M
HighMark Wealth Management LLC 4.41% Reduce -2.9% 84,227 $10.0M
First Horizon Corp. 0.47% — 84,228 $10.0M
Retirement Systems of Alabama 0.03% Add +0.2% 83,667 $9.9M
Harbor Advisory Corp. 2.94% Add +6.5% 83,611 $9.9M
CCG Wealth Management, LLC 4.66% Add +3.2% 83,251 $9.9M
FDx Advisors, Inc. 2.95% Add +51.1% 83,669 $9.9M
Pps&v Asset Management Consultants, Inc. 5.67% Add +3.6% 82,663 $9.8M
Magnolia Wealth Management, LLC 6.05% Add +1.8% 82,362 $9.8M
Sax Wealth Advisors, LLC 0.53% Reduce -8.9% 82,183 $9.8M
Burns J W & Co. Inc. 1.10% Add +8.5% 81,724 $9.7M
Burkett Financial Services, LLC 3.34% Add +3.8% 81,555 $9.7M
Texas Yale Capital Corp. 0.30% Reduce -0.3% 81,428 $9.7M
Sylvest Advisors, LLC 5.18% Reduce -0.0% 81,168 $9.6M
Corecam Pte. Ltd. 5.13% Add +7.1% 80,980 $9.6M
Pachira Investments Inc. 5.37% Reduce -6.4% 80,429 $9.6M
Tectonic Advisors LLC 0.52% Add +4.0% 80,421 $9.6M
Emergent Wealth Advisors, LLC 5.50% Add +2.9% 79,967 $9.5M
Ellis Investment Partners, LLC 1.71% Add +0.9% 79,833 $9.5M
DAVENPORT & Co LLC 0.05% Add +5.6% 79,658 $9.5M
First Citizens Bank & Trust Co. 0.20% Reduce -2.5% 79,268 $9.4M
Kure Advisory, LLC 5.81% Add +2.7% 79,235 $9.4M
Certuity, LLC 0.64% Add +8.3% 78,764 $9.4M
Apella Capital, LLC 0.21% Add +16.9% 79,153 $9.3M
Compound Planning, Inc. 0.30% Add +104.5% 77,978 $9.3M
GHP Investment Advisors, Inc. 0.39% Reduce -1.3% 77,429 $9.2M
Common Fund for Nonprofit Organizations 0.79% Reduce -30.2% 77,375 $9.2M
Holland Advisory Services, Inc. 12.54% Add +3.6% 76,839 $9.1M
Boston Research & Management Inc. 2.00% Reduce -0.2% 76,138 $9.0M
Legacy Trust 1.78% Reduce -0.3% 76,008 $9.0M
CENTRAL TRUST Co 0.19% Add +0.8% 75,618 $9.0M
Performa Ltd (US), LLC 2.36% Add +26.4% 74,770 $8.9M
Benchmark Financial Wealth Advisors, LLC 2.67% Add +0.5% 74,743 $8.9M
Callan Family Office, LLC 0.28% Reduce -2.3% 74,583 $8.9M
Rossmore Private Capital 0.95% Add +0.2% 73,857 $8.8M
Matrix Private Capital Group LLC 4.62% Add +3.4% 73,309 $8.7M
Asset Allocation Strategies LLC 1.72% Reduce -22.1% 73,145 $8.7M
BostonPremier Wealth LLC 4.31% Add +3.9% 73,053 $8.7M
J.W. Cole Advisors, Inc. 0.17% Reduce -6.1% 72,880 $8.7M
Partnership Wealth Management, LLC 6.66% Add +1.0% 72,777 $8.6M
Benjamin Edwards Inc. 0.10% Add +5.4% 72,721 $8.6M
Sherman Asset Management, Inc. 7.43% Reduce -0.6% 72,475 $8.6M
Canal Capital Management, LLC 1.29% Reduce -1.2% 72,322 $8.6M
Premier Path Wealth Partners, LLC 1.11% Add +2.0% 72,321 $8.6M
Citizens National Bank Trust Department 1.53% Reduce -3.4% 72,206 $8.6M
F/m Investments LLC 0.33% Reduce -8.7% 72,199 $8.6M
Richwood Investment Advisors, LLC 6.72% Reduce -0.4% 72,197 $8.6M
O'shaughnessy Asset Management, LLC 0.05% Add +18.6% 72,133 $8.6M
Alley Investment Management Company, LLC 0.99% Add +0.0% 71,926 $8.5M
Per Stirling Capital Management, LLC. 1.02% Reduce -1.9% 71,874 $8.5M
Marietta Wealth Management, LLC 1.04% Reduce -27.2% 71,565 $8.5M
Ellenbecker Investment Group 1.25% Reduce -4.2% 71,437 $8.5M
Geneos Wealth Management Inc. 0.21% Reduce -2.1% 71,182 $8.5M
Enclave Advisors LLC 1.29% Add +30.6% 71,135 $8.5M
Uptown Financial Advisors LLC 7.43% Add +1.8% 71,081 $8.4M
Buck Wealth Strategies, LLC 1.16% Add +10.2% 70,999 $8.4M
Sard Wealth Management Group, LLC 4.81% Add +1.1% 70,920 $8.4M
Watts Gwilliam & Co., LLC 1.36% Add +0.1% 70,838 $8.4M
Plan Group Financial, LLC 2.25% Reduce -18.4% 70,409 $8.4M
KMG Fiduciary Partners, LLC 0.56% Add +3.3% 70,236 $8.3M
Peak Financial Management, Inc. 2.20% Add +1.8% 70,055 $8.3M
Counterweight Ventures, LLC 4.85% Add +16.7% 69,813 $8.3M
SPC Financial, Inc. 0.65% Add +2.4% 69,698 $8.3M
Keel Point, LLC 0.50% Reduce -11.7% 69,010 $8.2M
CX Institutional 0.25% Add +6.9% 69,003 $8.2M
Hiley Hunt Wealth Management 3.85% Add +3.5% 68,938 $8.2M
Florida Trust Wealth Management Co 0.23% Add +24.1% 68,661 $8.2M
Nikulski Financial, Inc. 2.05% Reduce -2.8% 68,607 $8.2M
Mascoma Wealth Management LLC 1.79% Reduce -1.9% 68,330 $8.1M
Asio Capital, LLC 1.21% Reduce -28.8% 67,950 $8.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +61.6% 67,774 $8.1M
Naples Global Advisors, LLC 0.63% Add +3.9% 67,655 $8.0M
Polianta Ltd 3.31% New 67,600 $8.0M
Aristotle Capital Boston, LLC 0.41% Reduce -0.3% 67,330 $8.0M
Triangle Securities Wealth Management 1.79% Add +3.4% 66,651 $7.9M
Prospera Financial Services Inc 0.13% Add +1.5% 66,412 $7.9M
Vectors Research Management, LLC 2.48% Reduce -4.4% 66,290 $7.9M
MTC Wealth Management LLC 3.67% Reduce -1.5% 66,287 $7.9M
Soltis Investment Advisors LLC 0.54% Add +1.5% 65,891 $7.8M
AQR Capital Management 0.01% Add +227.1% 65,704 $7.8M
Meridian Financial Advisors, LLC 4.39% Reduce -3.2% 65,646 $7.8M
Evernest Financial Advisors, LLC 2.18% Reduce -1.1% 65,557 $7.8M
SkyOak Wealth, LLC 1.46% Reduce -1.6% 65,004 $7.7M
American Money Management, LLC 1.29% Reduce -0.1% 64,883 $7.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.23% Add +1.6% 64,662 $7.7M
Empowered Funds, LLC 0.08% Add +548.8% 64,617 $7.7M
Dorsey & Whitney Trust CO LLC 0.40% Reduce -1.6% 64,478 $7.7M
Sterling Investment Counsel, LLC 2.45% Add +52.9% 64,425 $7.7M
Composition Wealth, LLC 0.11% Reduce -9.3% 64,393 $7.7M
Strategic Blueprint, LLC 0.33% Reduce -12.3% 64,301 $7.6M
HBK Sorce Advisory LLC 0.19% Reduce -0.0% 63,527 $7.6M
TKG Advisors, LLC 3.22% Reduce -0.4% 63,294 $7.5M
Quantinno Capital Management LP 0.02% Add +59.9% 63,156 $7.5M
Moody National Bank Trust Division 0.63% No change 63,104 $7.5M
New World Advisors LLC 1.37% Add +3.7% 62,799 $7.5M
Landmark Wealth Management, LLC 2.96% Reduce -1.9% 62,648 $7.4M
Bell Investment Advisors, Inc 1.22% Reduce -1.9% 62,616 $7.4M
Cordgrass Capital Advisors, LLC 1.83% Add +3.9% 62,435 $7.4M
Americana Partners, LLC 0.22% Add +1.2% 62,265 $7.4M
TBH Global Asset Management, LLC 1.44% New 62,156 $7.4M
White Pine Investment CO 1.74% Reduce -1.4% 61,870 $7.4M
TD Waterhouse Canada Inc. 0.05% Add +2.7% 61,475 $7.3M
Integrated Advisors Network LLC 0.31% Reduce -0.8% 61,477 $7.3M
Cumberland Advisors Inc. 2.80% Reduce -0.1% 61,315 $7.3M
North Berkeley Wealth Management, LLC 5.74% Add +272.4% 61,209 $7.3M
May Hill Capital, LLC 2.13% Reduce -3.8% 61,158 $7.3M
Sage Advisory Services, Ltd.Co. 3.80% Add +92.2% 60,905 $7.2M
Smith Chas P & Associates Pa Cpas 0.62% Reduce -25.1% 60,472 $7.2M
Serenus Wealth Advisors, LLC 1.23% Reduce -5.4% 60,417 $7.2M
Accretive Wealth Partners, LLC 2.19% Add +2.5% 60,315 $7.2M
CFS Investment Advisory Services, LLC 0.53% Add +1.4% 58,982 $7.1M
Provident Wealth Management, LLC 2.16% Add +1.1% 60,066 $7.1M
Aristides Capital LLC 2.11% No change 60,000 $7.1M
Elwood & Goetz Wealth Advisory Group, LLC 1.37% Reduce -1.8% 59,851 $7.1M
Park Capital Management, LLC / WI 5.65% Add +1.4% 59,455 $7.1M
Legacy Private Trust Co. 0.42% Add +12.5% 59,452 $7.1M
Associated Banc-Corp 0.19% Reduce -4.0% 59,333 $7.1M
Blue Square Asset Management, LLC 3.07% Add +79.1% 59,325 $7.0M
Sunbelt Securities, Inc. 0.49% Add +7.4% 59,272 $7.0M
Oppenheimer Asset Management Inc. 0.08% Reduce -0.4% 59,032 $7.0M
Smithbridge Asset Management Inc. 1.02% Add +6.8% 58,889 $7.0M
Melone Private Wealth, LLC 3.17% Add +23.0% 58,801 $7.0M
Drive Wealth Management, LLC 1.48% Add +37.2% 58,747 $7.0M
Latko Wealth Management, Ltd. 3.54% Add +8.5% 58,733 $7.0M
Capitol Family Office, Inc. 8.42% Reduce -8.8% 58,427 $6.9M
Keeler & Nadler Financial Planning & Wealth Management 2.54% Add +7.3% 58,360 $6.9M
Boston Family Office LLC 0.44% Reduce -1.2% 58,317 $6.9M
Csenge Advisory Group 0.33% Add +0.7% 58,090 $6.9M
SVB Wealth LLC 0.37% Reduce -26.1% 57,911 $6.9M
Matrix Asset Advisors Inc. 0.64% Add +5.3% 57,706 $6.9M
Sound Stewardship, LLC 3.27% Add +11.3% 57,420 $6.8M
Lynch & Associates 1.32% Add +3.6% 57,413 $6.8M
Global Wealth Management Investment Advisory, Inc. 1.13% Add +1.8% 56,766 $6.7M
Citizens Business Bank 1.13% Reduce -0.1% 56,745 $6.7M
Cozad Asset Management Inc. 0.54% Reduce -2.4% 56,676 $6.7M
Beese Fulmer Investment Management, Inc. 0.46% Add +1.1% 56,590 $6.7M
Stephenson & Company, Inc. 3.85% Add +1.4% 56,475 $6.7M
Meridian Wealth Management, LLC 0.26% Reduce -0.9% 56,541 $6.7M
Hopwood Financial Services, Inc. 4.47% Add +1.4% 56,336 $6.7M
Allen Investment Management, LLC 0.07% Reduce -10.0% 56,330 $6.7M
Eq LLC 2.27% Add +2363.4% 56,265 $6.7M
Turtle Creek Wealth Advisors, LLC 0.60% New 56,201 $6.7M
Boltwood Capital Management 1.77% Reduce -0.5% 56,116 $6.7M
Ballew Advisors, Inc 3.72% Add +2.0% 56,298 $6.7M
LYNX Capital Group Ltd. 3.08% Add +0.9% 55,957 $6.6M
Parthenon LLC 0.74% Add +7.5% 55,882 $6.6M
Telos Capital Management, Inc. 0.64% Add +3.8% 55,878 $6.6M
United Financial Planning Group LLC 4.15% — 55,480 $6.6M
Muirfield Wealth Advisors LLC 4.87% Add +1.3% 55,296 $6.6M
First National Bank of Hutchinson 3.47% Reduce -2.0% 55,231 $6.6M
One Capital Management, LLC 0.21% Reduce -12.0% 55,162 $6.6M
Paragon Private Wealth Management, LLC 2.14% Reduce -0.4% 55,010 $6.5M
Stephens Inc. 0.08% Add +0.6% 54,504 $6.5M
Certified Advisory Corp 0.62% Reduce -0.5% 54,491 $6.5M
Cornerstone Wealth Group, LLC 0.44% Reduce -1.4% 54,289 $6.5M
Ironsides Asset Advisors, LLC 1.66% Add +0.2% 54,166 $6.4M
Alliance Wealth Management Group 1.42% Add +16.7% 53,791 $6.4M
SlateStone Wealth, LLC 0.55% Add +16.3% 53,326 $6.3M
Planning Directions Inc. 3.30% Add +1.8% 53,204 $6.3M
Empower Advisory Group, LLC 0.02% Reduce -8.9% 53,194 $6.3M
Pacific Financial Group Inc. 4.66% Reduce -16.1% 52,963 $6.3M
Mayflower Financial Advisors, LLC 0.79% Reduce -2.4% 52,869 $6.3M
1900 Wealth Management LLC 0.42% Add +2.4% 52,707 $6.3M
Beirne Wealth Consulting Services, LLC 1.50% Add +0.8% 52,660 $6.3M
Atria Investments, Inc 0.07% Reduce -9.1% 52,389 $6.2M
Johnson Financial Group, Inc. 0.23% Reduce -10.5% 52,378 $6.2M
TD Asset Management Inc 0.01% Add +4.1% 52,276 $6.2M
Garde Capital, Inc. 0.31% Add +0.5% 52,152 $6.2M
Montecito Bank & Trust 0.96% — 52,114 $6.2M
McNamara Financial Services, Inc. 1.15% Add +3.0% 51,951 $6.2M
Commerce Bank 0.03% Add +0.2% 51,868 $6.2M
Atlas Legacy Advisors, LLC 1.19% Reduce -6.0% 51,835 $6.2M
Aspect Partners, LLC 2.78% Add +4.9% 51,545 $6.1M
NTV Asset Management LLC 0.67% Reduce -1.8% 51,448 $6.1M
Aspiriant, LLC 0.19% Add +5.3% 51,365 $6.1M
AtlasMark Financial, Inc 4.06% Add +11.1% 51,163 $6.1M
Independent Financial Group, LLC 0.15% Reduce -2.0% 51,061 $6.1M
Hills Bank & Trust Co 0.36% Reduce -8.2% 51,040 $6.1M
Elevation Wealth Partners, LLC 2.18% Reduce -1.9% 51,029 $6.1M
John Boyer, Inc. 6.03% — 50,911 $6.1M
Noesis Capital Mangement Corp. 0.94% Reduce -3.0% 50,899 $6.0M
Arkansas Financial Group, Inc. 0.89% Reduce -10.8% 50,843 $6.0M
Factor Wealth Management LTD 1.51% Add +1.4% 50,805 $6.0M
Romano Brothers and Company 0.69% Reduce 0.0% 50,738 $6.0M
Houlihan Financial Resource Group, Ltd. 5.28% Reduce -53.1% 50,570 $6.0M
Nwam LLC 0.33% Reduce -2.2% 50,315 $6.0M
G&S Capital LLC 2.21% Add +2.9% 50,333 $6.0M
Sowell Financial Services LLC 0.23% Reduce -1.7% 50,196 $6.0M
Etesian Wealth Advisors, Inc. 1.96% Reduce -12.4% 49,938 $5.9M
McAdam, LLC 0.29% Reduce -2.1% 49,641 $5.9M
City Holding Co. 0.74% Add +0.5% 49,639 $5.9M
Verus Capital Partners, LLC 0.46% Reduce -69.1% 49,436 $5.9M
Phillips Financial Management, LLC 0.39% Reduce -6.8% 49,174 $5.8M
Country Club Bank 0.34% Reduce -0.6% 48,862 $5.8M
Mandatum Life Insurance Co Ltd 1.38% No change 48,720 $5.8M
Aft, Forsyth & Sober, LLC 1.79% Reduce -10.3% 48,675 $5.8M
Wellspring Financial Advisors, LLC 0.53% Reduce -20.1% 413,406 $5.7M
Carnegie Investment Counsel 0.11% Reduce -1.7% 47,996 $5.7M
Dakota Wealth Management 0.11% Reduce -39.5% 47,590 $5.7M
Lee Financial Co 0.71% Add +2.4% 47,588 $5.7M
Afg Fiduciary Services Limited Partnership 3.28% Reduce -0.7% 47,298 $5.6M
Independent Solutions Wealth Management, LLC 1.00% Reduce -0.8% 47,390 $5.6M
Spire Wealth Management 0.19% Reduce -4.3% 47,254 $5.6M
Graybill Wealth Management, LTD. 1.73% Add +0.3% 47,225 $5.6M
Kingsview Wealth Management, LLC 0.09% Reduce -47.2% 47,111 $5.6M
Focus Partners Advisor Solutions, LLC 0.06% Add +94.4% 46,981 $5.6M
Rhumbline Advisers 0.00% Add +249.6% 46,856 $5.6M
Orin Green Financial, LLC 2.23% Add +2.0% 46,856 $5.6M
Hi-Line Capital Management, LLC 1.75% Add +10.9% 46,685 $5.5M
Tritonpoint Wealth, LLC 0.47% Add +1.3% 46,471 $5.5M
KPP Advisory Services LLC 0.82% Reduce -3.5% 46,431 $5.5M
Private Trust Co. NA 0.49% Reduce -0.7% 46,385 $5.5M
Great Valley Advisor Group, Inc. 0.11% Reduce -42.9% 46,047 $5.5M
Vantage Financial Partners, LLC 1.15% Reduce -2.7% 45,843 $5.4M
Coign Capital Advisors LLC 2.99% Reduce -4.2% 45,724 $5.4M
Resolute Advisors LLC 1.38% Add +1.9% 45,280 $5.4M
CPC Advisors, LLC 0.57% Reduce -2.5% 45,168 $5.4M
Bellwether Advisors, LLC 0.89% Reduce -0.2% 45,160 $5.4M
Curat Global, LLC 5.00% Add +3.0% 44,846 $5.3M
Solidarity Wealth, LLC 1.15% Add +7.6% 44,824 $5.3M
Aspetuck Financial Management LLC 3.64% Reduce -0.3% 44,778 $5.3M
Walkner Condon Financial Advisors LLC 0.84% Add +19.1% 44,583 $5.3M
Pettyjohn, Wood & White, Inc. 0.87% Reduce -2.0% 44,527 $5.3M
National Bank of Canada 0.01% Add +16.3% 44,513 $5.3M
Pinnacle Wealth Planning Services, Inc. 0.62% Add +83.3% 44,464 $5.3M
Waldron Private Wealth LLC 0.21% Add +29.1% 44,443 $5.3M
ERn Financial, LLC 1.04% Reduce -8.9% 44,405 $5.3M
Next Capital Management LLC 1.75% Add +16.3% 44,138 $5.2M
Cantor Fitzgerald Investment Advisors L.P. 0.36% Add +1.9% 44,125 $5.2M
New England Asset Management Inc. 0.71% Add +229.0% 44,115 $5.2M
Capital Advantage, Inc. 0.79% Reduce -0.6% 44,098 $5.2M
Brookstone Capital Management 0.06% Add +2.2% 44,092 $5.2M
Montag A & Associates Inc. 0.24% Reduce -16.8% 43,990 $5.2M
MidAtlantic Capital Management, Inc. 3.56% Reduce -0.3% 43,920 $5.2M
Middleton & Co. Inc. 0.56% Reduce -0.0% 43,725 $5.2M
Choate Investment Advisors 0.11% Reduce -29.2% 43,627 $5.2M
Bigelow Investment Advisors, LLC 2.09% Reduce -24.0% 43,550 $5.2M
State of Alaska, Department of Revenue 0.05% Add +225.6% 43,352 $5.2M
Jane Street Group, LLC 0.01% Add +41.7% 42,929 $5.1M
Columbus Macro, LLC 0.58% Reduce -4.8% 42,818 $5.1M
Crestmont Private Wealth LLC 1.68% Add +1.8% 42,773 $5.1M
Vista Investment Management 1.77% Reduce -0.3% 42,609 $5.1M
Bank of Hawaii 0.25% Reduce -30.5% 42,473 $5.0M
Ameritas Investment Partners, Inc. 0.15% Reduce -1.2% 42,423 $5.0M
Leo Wealth, LLC 0.65% Add +0.1% 42,322 $5.0M
Causey Wealth LLC 2.44% Add +0.1% 42,138 $5.0M
Mather Group, Llc. 0.05% Reduce -0.7% 42,060 $5.0M
Strategic Financial Partners, Ltd. 2.28% Reduce -6.8% 41,977 $5.0M
MSH Capital Advisors LLC 1.34% Reduce -0.2% 41,940 $5.0M
Sachetta, LLC 1.85% Add +0.0% 41,868 $5.0M
First Hawaiian Bank 0.64% Reduce -9.8% 41,859 $5.0M
Anb Bank 2.01% Reduce -7.7% 41,791 $5.0M
Centennial Bank 1.95% Reduce -0.1% 41,676 $5.0M
Fortitude Family Office, LLC 1.34% Add +16.3% 41,624 $4.9M
Snowden Capital Advisors LLC 0.14% Reduce -6.8% 41,438 $4.9M
Roehl & Yi Investment Advisors, LLC 2.14% Reduce -3.9% 41,399 $4.9M
Savvy Advisors, Inc. 0.23% Add +7.9% 41,317 $4.9M
Ewa, LLC 1.35% Add +0.7% 41,149 $4.9M
Verde Capital Management 1.08% Reduce -4.1% 41,015 $4.9M
Mechanics Financial Corp 1.85% Add +2.5% 40,991 $4.9M
Sandbox Financial Partners, LLC 1.38% Add +3.7% 40,637 $4.8M
Element Wealth, LLC 2.11% Reduce -16.8% 40,632 $4.8M
Boyd Wealth Management, LLC 2.06% Add +3.9% 40,349 $4.8M
Simplicity Wealth,LLC 0.28% Reduce -17.8% 40,273 $4.8M
Kanawha Capital Management LLC 0.33% Reduce -1.6% 40,221 $4.8M
Betterment LLC 0.01% Reduce -1.5% 39,963 $4.7M
Greenfield Savings Bank 2.00% Add +0.4% 39,925 $4.7M
Campion Asset Management 3.37% Add +2.3% 39,903 $4.7M
PKO Investment Management Joint-Stock Co 0.40% No change 39,786 $4.7M
Colonial Trust Advisors 0.36% Add +9.8% 39,770 $4.7M
Avior Wealth Management, LLC 0.15% Reduce -3.9% 39,378 $4.7M
Transcendent Capital Group LLC 2.09% Add +15.3% 39,275 $4.7M
Wescott Financial Advisory Group, LLC 0.42% Add +0.3% 38,967 $4.6M
SageView Advisory Group, LLC 0.16% Reduce -4.9% 38,748 $4.6M
Consolidated Portfolio Review Corp 0.58% Reduce -1.3% 38,618 $4.6M
Emerald Advisors, LLC 0.61% Add +7.7% 38,633 $4.6M
Wedmont Private Capital 0.17% Reduce -8.0% 38,763 $4.6M
Private Advisory Group LLC 0.40% Reduce -6.0% 38,571 $4.6M
Elyxium Wealth, LLC 1.59% Reduce -18.3% 38,474 $4.6M
Silver Oak Securities, Incorporated 0.34% Reduce -1.4% 38,465 $4.6M
Astoria Strategic Wealth, Inc. 1.15% Add +27.7% 38,286 $4.5M
Hilltop Holdings Inc. 0.24% Add +2.7% 38,273 $4.5M
Palisade Asset Management, LLC 0.42% Add +4.4% 38,188 $4.5M
Magnolia Capital Advisors LLC 1.18% Add +9.0% 38,141 $4.5M
Carl P. Sherr & Co., LLC 2.15% Add +1.1% 38,123 $4.5M
Level Four Advisory Services, LLC 0.15% Add +6.1% 38,045 $4.5M
Mutual Advisors, LLC 0.10% Add +4.0% 37,623 $4.5M
Sterling Investment Advisors LLC 2.24% Reduce -11.5% 38,018 $4.5M
CreativeOne Wealth, LLC 0.11% Reduce -10.9% 38,013 $4.5M
Lee, Kelleher & Klein Wealth Management 2.78% Add +5.0% 37,993 $4.5M
Peoples Bank 2.77% Reduce -3.0% 37,990 $4.5M
Coastal Bridge Advisors, LLC 0.34% Add +4.1% 37,766 $4.5M
Urban Financial Advisory Corp 2.09% Add +0.9% 37,699 $4.5M
Glassy Mountain Advisors, Inc. 1.35% Reduce -0.8% 37,662 $4.5M
Sheets Smith Wealth Management 0.51% Reduce -1.4% 37,641 $4.5M
Madison Park Capital Advisors, LLC 3.66% Reduce -0.9% 37,503 $4.5M
Lakeshore Financial Planning, Inc. 1.65% Add +3.9% 37,474 $4.5M
IMA Advisory Services, Inc. 0.45% Add +3.2% 37,326 $4.4M
Midwest Financial Group LLC 2.11% Add +1.1% 37,276 $4.4M
Spinnaker Trust 0.24% Reduce -0.5% 37,144 $4.4M
Verdence Capital Advisors LLC 0.25% Add +127.7% 36,374 $4.4M
Foundations Investment Advisors, LLC 0.06% Reduce -15.7% 37,005 $4.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.12% Reduce -9.8% 37,000 $4.4M
Perennial Investment Advisors, LLC 0.36% Add +2.2% 36,868 $4.4M
LaSalle St. Investment Advisors, LLC 0.78% Add +4.7% 36,772 $4.4M
Sage Mountain Advisors LLC 0.25% Reduce -0.0% 36,748 $4.4M
Evercore Wealth Management, LLC 0.06% Add +0.3% 36,665 $4.4M
Greykasell Wealth Strategies, Inc. 1.83% Add +0.8% 36,541 $4.3M
Gateway Wealth Partners, LLC 0.59% Add +0.7% 36,520 $4.3M
MRP Capital Investments, LLC 3.71% Reduce -6.2% 39,493 $4.3M
Summit Place Financial Advisors, LLC 2.03% Add +3.7% 36,313 $4.3M
MJT & Associates Financial Advisory Group, Inc. 3.50% Reduce -28.1% 36,258 $4.3M
RFP Financial Group LLC 1.75% Reduce -4.8% 37,257 $4.3M
Wedbush Securities Inc. 0.14% Add +4.2% 36,130 $4.3M
Lee Danner & Bass Inc. 0.31% Add +0.2% 36,124 $4.3M
Wolff Wiese Magana LLC 2.42% Add +1.9% 35,987 $4.3M
Fortress Financial Group, LLC 3.28% Add +9.6% 35,987 $4.3M
Retirement Planning Group, LLC 0.15% Add +28.9% 35,980 $4.3M
Sei Investments Co. 0.00% Reduce -13.2% 35,886 $4.3M
Old Mission Investment Co LLC 1.04% Add +0.6% 35,845 $4.3M
Wesbanco Bank Inc. 0.12% Reduce -2.4% 35,814 $4.3M
Arrowroot Family Office, LLC 1.70% Add +3.9% 35,784 $4.3M
Birchbrook, Inc. 2.19% Add +0.1% 35,677 $4.2M
Invenio Wealth Partners LLC 1.54% Add +718.2% 35,558 $4.2M
Black Diamond Financial, LLC 0.47% Add +56.1% 35,539 $4.2M
National Philanthropic Trust 0.05% Add +1.3% 35,508 $4.2M
WBH Advisory Inc. 0.32% Reduce -4.6% 35,245 $4.2M
Conquis Financial LLC 3.94% Add +0.3% 34,994 $4.2M
Garrison Point Advisors, LLC 1.74% Add +6.6% 34,966 $4.2M
Donaldson Capital Management, LLC 0.13% Add +0.4% 34,732 $4.1M
HM Payson & Co. 0.06% Add +0.6% 34,731 $4.1M
St Germain D J Co. Inc. 0.17% Add +6.0% 34,713 $4.1M
Wela Strategies, Inc. 1.56% Reduce -2.5% 34,630 $4.1M
Smith Shellnut Wilson LLC 1.58% Add +49.9% 34,618 $4.1M
Windsor Capital Management, LLC 1.14% Reduce -1.4% 34,593 $4.1M
Meeder Advisory Services, Inc. 0.19% Add +4.4% 34,593 $4.1M
Annex Advisory Services, LLC 0.09% Reduce -15.8% 34,581 $4.1M
Journey Beyond Wealth, LLC 3.37% Reduce -5.3% 34,440 $4.1M
Colonial Trust Co / SC 0.55% Add +4.8% 34,417 $4.1M
Variant Private Wealth, LLC 3.77% Reduce -1.4% 34,370 $4.1M
Fourpath Capital Management, LLC 0.58% Reduce -2.0% 34,357 $4.1M
GTS Securities LLC 0.16% Reduce -87.9% 34,231 $4.1M
Affiance Financial, LLC 0.74% Add +5.6% 34,191 $4.1M
Adirondack Trust Co. 1.36% Reduce -1.2% 34,169 $4.1M
Live Oak Investment Partners 2.69% Add +6.9% 34,138 $4.1M
Lanark Financial, Inc. 0.31% Add +7.5% 34,109 $4.1M
Focus Financial Network, Inc. 0.14% Reduce -3.5% 34,077 $4.0M
United Bank 1.41% Add +3.6% 34,071 $4.0M
Leavell Investment Management, Inc. 0.17% Reduce -9.3% 33,987 $4.0M
Brighton Jones LLC 0.10% Add +2.7% 33,941 $4.0M
Canopy Partners, LLC 1.34% Reduce -0.6% 33,867 $4.0M
Nepc LLC 0.11% Add +0.3% 33,632 $4.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.34% Add +0.2% 32,859 $4.0M
Baron Financial Group, LLC 2.18% Reduce -1.4% 33,453 $4.0M
Parsons Capital Management Inc. 0.23% Reduce -5.1% 33,430 $4.0M
Alpha Financial Partners LLC 2.58% Add +1.3% 33,380 $4.0M
Quad-Cities Investment Group, LLC 1.69% Add +0.9% 33,323 $4.0M
Vickerman Investment Advisors, Inc. 0.80% Add +1.4% 33,291 $4.0M
Stone Summit Wealth LLC 1.12% Reduce -4.5% 33,287 $4.0M
Bay Capital Advisors, LLC 2.58% Reduce -2.2% 33,282 $4.0M
Flputnam Investment Management Co. 0.06% Reduce -7.7% 33,004 $3.9M
Magnolia Capital Management Ltd. 2.98% Reduce -4.6% 32,694 $3.9M
CoreFirst Bank & Trust 2.10% Add +4.9% 32,648 $3.9M
Syntax Research, Inc. 2.49% Add +0.6% 32,640 $3.9M
Precision Wealth Strategies, LLC 1.26% Reduce -8.0% 32,583 $3.9M
Koesten, Hirschmann & Crabtree, INC. 1.84% Reduce -0.4% 32,453 $3.9M
PCA Investment Advisory Services Inc. 1.42% Add +5.8% 32,214 $3.8M
Jaffetilchin Investment Partners, LLC 0.23% Add +11.9% 32,215 $3.8M
Cape Ann Savings Bank 2.04% Reduce -6.2% 32,130 $3.8M
United Advisor Group, LLC 0.51% Add +29.3% 32,100 $3.8M
Corundum Trust Company, INC 8.27% Reduce -0.6% 32,098 $3.8M
Grant Street Asset Management, Inc. 0.80% Reduce -0.6% 32,054 $3.8M
Transcend Capital Advisors, LLC 0.27% Reduce -0.5% 31,916 $3.8M
Future Fund LLC 1.34% No change 31,894 $3.8M
Heritage Investors Management Corp. 0.11% Reduce -17.9% 31,879 $3.8M
Beaumont Financial Advisors, LLC 0.25% Add +0.9% 31,812 $3.8M
Delta Wealth Advisors LLC 2.96% Add +4.1% 31,803 $3.8M
Newton One Investments LLC 1.12% Reduce -0.7% 31,768 $3.8M
Clear Creek Financial Management, LLC 0.33% Add +45.7% 31,713 $3.8M
Hubbell Strickland Wealth Management, LLC 1.55% Add +1.8% 31,689 $3.8M
Madden Advisory Services, Inc. 1.58% Add +5.0% 31,598 $3.8M
Wick Capital Partners, LLC 0.89% Add +831.7% 31,519 $3.7M
Valley National Advisers Inc. 0.58% Reduce -16.4% 31,518 $3.7M
AMG National Trust Bank 0.09% Reduce -2.0% 31,474 $3.7M
Vanguard Group Inc. 0.00% Add +9.6% 31,060 $3.7M
Apollon Financial, LLC 0.62% Add +482.7% 31,018 $3.7M
Patriot Financial Group Insurance Agency, LLC 0.47% Reduce -71.7% 30,986 $3.7M
Redhawk Wealth Advisors, Inc. 0.42% New 30,809 $3.7M
Verus Wealth Management, LLC 3.40% Add +1.0% 30,636 $3.6M
Vawter Financial, Ltd. 1.65% New 30,613 $3.6M
WealthCare Investment Partners, LLC 1.18% Add +4.4% 30,472 $3.6M
Biltmore Family Office, LLC 0.52% Reduce -2.3% 30,558 $3.6M
First Western Trust Bank 0.17% Reduce -5.5% 30,294 $3.6M
Capital Planning LLC 1.05% Add +0.2% 30,257 $3.6M
First Manhattan Co. Llc. 0.01% Add +0.7% 30,160 $3.6M
Ensign Peak Advisors, Inc 0.01% New 30,098 $3.6M
STAR Financial Bank 2.11% Reduce -9.4% 30,088 $3.6M
Trustmark Bank Trust Department 0.23% Reduce -11.0% 30,074 $3.6M
FAS Wealth Partners, Inc. 0.24% Add +2.6% 30,064 $3.6M
Cullen/Frost Bankers, Inc. 0.04% Reduce -1.3% 30,062 $3.6M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -0.1% 29,957 $3.6M
Summit Wealth Partners, LLC 0.64% Add +1.1% 29,905 $3.6M
Shepherd Kaplan Krochuk, LLC 2.91% Reduce -9.5% 29,871 $3.5M
Physician Wealth Advisors, Inc. 0.50% Reduce -1.2% 29,546 $3.5M
Eley Financial Management, Inc 1.26% Reduce -1.0% 29,455 $3.5M
Diversified Trust Co. 0.07% Reduce -21.7% 29,296 $3.5M
Greenup Street Wealth Management LLC 0.53% Reduce -22.5% 29,271 $3.5M
Asset Management Group, Inc. 0.56% Add +0.5% 29,036 $3.5M
Silverlake Wealth Management LLC 0.84% Add +474.6% 28,915 $3.4M
AE Wealth Management LLC 0.02% Add +24.8% 28,867 $3.4M
Optima Capital LLC 1.66% Add +1.1% 28,727 $3.4M
Granite FO LLC 1.85% Add +2.1% 28,630 $3.4M
Abundance Wealth Counselors 0.58% Reduce -9.8% 28,618 $3.4M
Aft, Forsyth & Company, Inc. 1.62% Add +0.2% 28,490 $3.4M
Gryphon Financial Partners LLC 0.39% Add +4.1% 28,484 $3.4M
Kagan Cocozza Asset Management 2.56% Reduce -1.5% 28,401 $3.4M
Park Place Capital Corp 0.71% Add +1.2% 28,397 $3.4M
Olistico Wealth, LLC 1.78% Add +3.1% 28,305 $3.4M
Viewpoint Capital Management LLC 1.48% No change 28,269 $3.4M
DBK Financial Counsel, LLC 2.81% Reduce -0.6% 28,147 $3.3M
Jacobi Capital Management LLC 0.20% Add +2.2% 28,094 $3.3M
Stratos Wealth Advisors, LLC 0.16% Reduce -3.4% 28,089 $3.3M
Vestor Capital, LLC 0.21% Add +4123.6% 27,918 $3.3M
Post Resch Tallon Group Inc. 2.94% Add +1.3% 27,860 $3.3M
Lionsbridge Wealth Management LLC 3.26% Add +48.1% 27,812 $3.3M
360 Financial, Inc. 1.06% Add +2.0% 27,723 $3.3M
Trust Co. of Toledo NA 0.33% Add +4.2% 27,709 $3.3M
GC Wealth Management RIA, LLC 0.11% Reduce -6.2% 27,562 $3.3M
SOA Wealth Advisors, LLC. 0.53% Reduce -5.0% 27,460 $3.3M
Visionary Wealth Advisors 0.15% Add +33.0% 27,404 $3.3M
John W. Brooker & Co., CPAs 6.61% Reduce -1.8% 27,388 $3.3M
Tilson Financial Group, Inc. 1.07% Reduce -0.3% 27,370 $3.3M
Wiser Wealth Management, Inc 0.74% Reduce -1.6% 27,332 $3.2M
Susquehanna International Group, LLP 0.00% Reduce -59.1% 27,288 $3.2M
Koshinski Asset Management, Inc. 0.23% Reduce -6.3% 27,205 $3.2M
JMG Financial Group, Ltd. 0.09% Add +1.0% 27,109 $3.2M
VestGen Advisors, LLC 0.11% Reduce -32.0% 27,072 $3.2M
Dunhill Financial, LLC 1.08% Reduce -0.8% 27,071 $3.2M
Steigerwald, Gordon & Koch Inc. 0.31% Reduce -3.1% 27,054 $3.2M
YANKCOM Partnership 1.44% Reduce -0.4% 26,969 $3.2M
Keebeck Wealth Management 0.38% Reduce -6.4% 26,864 $3.2M
Charles Schwab Trust Co 0.22% Reduce -1.3% 26,856 $3.2M
Well Done, LLC 0.54% Reduce -0.6% 26,850 $3.2M
New Hampshire Trust 0.62% Reduce -9.6% 26,807 $3.2M
Deane Retirement Strategies, Inc. 1.37% New 26,794 $3.2M
Atticus Wealth Management, LLC 0.80% Add +2.8% 26,702 $3.2M
Farmers Trust Co. 0.55% Reduce -0.8% 26,699 $3.2M
Fortress Financial Solutions, LLC 3.45% Add +4.6% 26,673 $3.2M
Neuberger Berman Group LLC 0.00% Add +20.8% 26,531 $3.2M
Klingenstein Fields & Co. LP 0.12% Add +147.6% 26,366 $3.1M
Wealthquest Corp 0.25% Reduce -2.8% 26,329 $3.1M
Pennsylvania Capital Management Inc. 0.91% Reduce -4.7% 26,299 $3.1M
Cornerstone Wealth Management, LLC 0.17% Reduce -1.7% 26,139 $3.1M
TPG Advisors LLC 2.04% Reduce -0.1% 26,069 $3.1M
Harbor Investment Advisory, LLC 0.26% Add +23.8% 26,054 $3.1M
Westmount Partners, LLC 0.80% Add +0.1% 25,973 $3.1M
Breakwater Capital Group 0.46% Reduce -3.1% 26,029 $3.1M
Diversified Portfolios, Inc. 0.27% Add +1.4% 26,022 $3.1M
Provenance Wealth Advisors, LLC 0.40% Reduce -0.0% 25,954 $3.1M
Mullaney, Keating & Wright, Inc. 1.71% Reduce -0.3% 25,944 $3.1M
Bradley Foster & Sargent Inc. 0.05% Add +1.3% 25,882 $3.1M
Greenwood Capital Associates LLC 0.35% Reduce -1.9% 25,860 $3.1M
Heartwood Wealth Advisors LLC 0.29% Add +5.3% 25,823 $3.1M
Centaurus Financial, Inc. 0.14% Add +9.8% 25,772 $3.1M
Okabena Investment Services Inc. 0.59% Reduce -73.3% 25,735 $3.1M
Essex Financial Services, Inc. 0.18% Reduce -7.4% 25,733 $3.1M
Klaas Financial Asset Advisors, LLC 0.46% Add +0.4% 25,698 $3.1M
Providence Capital Advisors, LLC 0.53% Add +5.0% 25,680 $3.1M
ETF Portfolio Partners, Inc. 0.81% Reduce -4.5% 25,621 $3.0M
Golden State Wealth Management, LLC 0.33% Reduce -2.3% 25,088 $3.0M
Mill Creek Capital Advisors, LLC 0.06% Add +0.0% 25,000 $3.0M
Amara Financial, Llc. 2.19% Add +7.9% 24,995 $3.0M
Heritage Wealth Management, Inc./Texas 1.31% Reduce -8.8% 24,986 $3.0M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -17.5% 24,966 $3.0M
Wealth Alliance, LLC 0.30% Reduce -1.2% 24,941 $3.0M
Bluestem Financial Advisors, LLC 1.16% Reduce -0.7% 24,937 $3.0M
CVA Family Office, LLC 0.38% Add +0.2% 24,892 $3.0M
Keystone Financial Group 0.23% Add +6.9% 24,892 $3.0M
Cornerstone Advisors Asset Management, LLC 0.52% Add +5.2% 24,808 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Add +10.8% 24,617 $2.9M
Hicks Capital Management LLC 4.78% Reduce -7.4% 24,586 $2.9M
Westside Investment Management, Inc. 0.46% Add +1.6% 24,360 $2.9M
Advyzon Investment Management, LLC 0.50% Add +84.1% 24,307 $2.9M
Coastline Trust Co 0.31% Reduce -0.9% 24,268 $2.9M
Southeast Asset Advisors, LLC 0.31% Reduce -0.9% 24,203 $2.9M
Endowment Wealth Management, Inc. 1.31% Add +12.9% 24,203 $2.9M
Wealth Management Partners, LLC 0.91% Reduce -2.0% 24,189 $2.9M
Municipal Employees' Retirement System of Michigan 0.03% No change 24,129 $2.9M
Signature Estate & Investment Advisors LLC 0.06% Reduce -4.6% 24,004 $2.9M
Veracity Capital LLC 0.91% Reduce -5.2% 23,875 $2.8M
Boyd Watterson Asset Management LLC 0.85% No change 23,850 $2.8M
DecisionMap Wealth Management, LLC 1.82% Add +2.5% 23,846 $2.8M
United Community Bank 0.88% Add +26.4% 23,845 $2.8M
Balanced Wealth Group LLC 1.24% Add +0.0% 25,532 $2.8M
PFG Advisors 0.12% New 23,651 $2.8M
Convergence Financial, LLC 0.42% Add +24.9% 23,554 $2.8M
Western Wealth Management, LLC 0.15% Reduce -50.2% 23,527 $2.8M
American National Bank & Trust 0.28% Reduce -1.1% 23,505 $2.8M
Cahill Financial Advisors Inc. 0.32% Reduce -1.4% 23,447 $2.8M
Greenwich Wealth Management LLC 0.14% Add +0.1% 23,311 $2.8M
Montis Financial, LLC 0.64% Reduce -5.6% 23,268 $2.8M
Venturi Wealth Management, LLC 0.13% Reduce -83.0% 23,229 $2.8M
Woodside Wealth Management LLC 2.18% Add +0.3% 23,224 $2.8M
Newman Dignan & Sheerar, Inc. 0.60% Reduce -2.4% 23,174 $2.8M
SG Americas Securities, LLC 0.01% Reduce -47.8% 23,149 $2.8M
Cobblestone Capital Advisors LLC 0.13% Add +3.7% 23,144 $2.8M
LVZ, Inc. 0.31% Reduce -15.5% 23,127 $2.7M
Central Bank & Trust Co. 0.43% Reduce -0.6% 23,070 $2.7M
BridgePort Financial Solutions, LLC 0.74% Add +8.3% 23,038 $2.7M
Armbruster Capital Management, Inc. 0.47% Reduce -0.4% 23,000 $2.7M
Select Asset Management & Trust 0.84% New 23,001 $2.7M
Rothschild Wealth LLC 0.59% Add +1.6% 22,886 $2.7M
CRA Financial Services, LLC 0.37% Reduce -0.4% 22,851 $2.7M
Tiemann Investment Advisors, LLC 1.04% Reduce -1.0% 22,818 $2.7M
Smartleaf Asset Management LLC 0.17% Add +4.3% 22,843 $2.7M
Glen Eagle Advisors, LLC 0.38% Add +0.1% 22,789 $2.7M
Argyle Capital Partners, LLC 1.94% Reduce -2.4% 22,719 $2.7M
Tradition Wealth Management, LLC 0.20% Reduce -2.3% 22,647 $2.7M
HUB Investment Partners, LLC 0.10% Add +0.6% 22,608 $2.7M
Syon Capital LLC 0.14% Reduce -2.4% 22,570 $2.7M
Bryn Mawr Trust Advisors, LLC 0.13% Add +4.7% 22,564 $2.7M
Midwest Professional Planners, LTD. 0.65% Add +0.9% 22,497 $2.7M
StoneX Group Inc. 0.12% Reduce -6.1% 22,494 $2.7M
RVW Wealth, LLC 0.21% Add +0.6% 22,492 $2.7M
Rialto Wealth Management, LLC 0.69% Reduce -12.8% 22,362 $2.7M
Balentine LLC 0.10% Add +0.2% 22,301 $2.7M
Davis R M Inc. 0.05% Add +4.2% 22,234 $2.6M
GAMMA Investing LLC 0.14% Add +10.5% 22,071 $2.6M
VeraBank, N.A. 0.49% Reduce -0.6% 22,008 $2.6M
Nixon Peabody Trust Co. 0.19% Reduce -9.8% 21,995 $2.6M
Dynamic Advisor Solutions LLC 0.08% Reduce -81.4% 21,970 $2.6M
Culbertson A N & Co. Inc. 0.37% Reduce -2.3% 21,930 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -13.3% 21,915 $2.6M
Lewis Asset Management, LLC 1.07% Reduce -2.1% 21,885 $2.6M
Birch Financial Group, LLC 1.53% Add +4.7% 21,857 $2.6M
Innovative Wealth Building LLC 2.02% Reduce -14.7% 21,802 $2.6M
UNIVEST FINANCIAL Corp 0.14% Add +49.1% 21,755 $2.6M
Busey Bank 0.07% Add +16.4% 21,613 $2.6M
Thoroughbred Financial Services, LLC 0.16% Add +4.0% 21,531 $2.6M
My Personal CFO, LLC 0.99% New 21,457 $2.5M
Foundation Wealth Management, LLC\PA 0.99% Reduce -7.5% 21,457 $2.5M
Quest 10 Wealth Builders, Inc. 2.35% Reduce -1.2% 21,433 $2.5M
McGlone Suttner Wealth Management, Inc. 0.36% Reduce -1.2% 21,422 $2.5M
Kingswood Wealth Advisors, LLC 0.15% Add +19.6% 21,366 $2.5M
TruNorth Capital Management, LLC 0.50% Add +2.7% 21,260 $2.5M
Zacks Investment Management 0.02% Reduce -21.2% 21,153 $2.5M
Tanaka Capital Management Inc. 4.51% — 144,334 $2.5M
Independent Family Office, LLC 1.06% Add +18.0% 21,057 $2.5M
Barclays PLC 0.00% Reduce -28.4% 21,048 $2.5M
Pines Wealth Management, LLC 0.84% No change 21,027 $2.5M
Invera Wealth Advisors, LLC 1.54% Reduce -0.1% 21,001 $2.5M
Goldstone Financial Group, LLC 0.29% Reduce -19.5% 20,972 $2.5M
CM Wealth Advisors LLC 0.66% Add +1.1% 20,948 $2.5M
Pinnacle Bancorp, Inc. 0.73% Reduce -2.9% 20,939 $2.5M
Novem Group 0.30% Reduce -1.1% 20,917 $2.5M
Arvest Bank Trust Division 0.14% Reduce -4.8% 20,774 $2.5M
Family Office Research LLC 1.08% Add +2.4% 20,742 $2.5M
Coppell Advisory Solutions LLC 0.26% Add +11.1% 20,756 $2.5M
Viawealth, LLC 1.34% Reduce -0.4% 20,690 $2.5M
Secure Asset Management, LLC 0.41% Reduce -5.9% 20,626 $2.5M
RoundAngle Advisors LLC 1.90% Reduce -0.3% 20,640 $2.5M
Narwhal Capital Management 0.18% Reduce -0.1% 20,541 $2.4M
Forte Asset Management LLC 1.17% Add +223.4% 20,474 $2.4M
Leverty Financial Group, LLC 0.63% Add +6.4% 20,431 $2.4M
Chapin Davis, Inc. 0.59% Add +0.2% 20,359 $2.4M
Ullmann Wealth Partners Group, LLC 0.26% Reduce -3.9% 20,338 $2.4M
Agf Management Ltd. 0.01% No change 20,315 $2.4M
Novak & Powell Financial Services, Inc. 1.27% Add +37.9% 20,311 $2.4M
Elm Partners Management LLC 0.12% Add +1.0% 20,289 $2.4M
Evanson Asset Management, LLC 0.14% Add +0.5% 20,280 $2.4M
Peterson Wealth Advisors, LLC 0.36% Add +6.0% 20,293 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -98.7% 20,112 $2.4M
Talisman Wealth Advisors LLC 1.98% Reduce -0.9% 20,079 $2.4M
Astra Wealth Partners LLC 1.65% Add +4.2% 19,945 $2.4M
Lockerman Financial Group, Inc. 2.99% No change 19,943 $2.4M
Arete Wealth Advisors, LLC 0.15% Add +4.4% 19,937 $2.4M
Narus Financial Partners, LLC 0.65% Add +4.3% 19,915 $2.4M
Kathmere Capital Management, LLC 0.17% Add +1.2% 19,863 $2.4M
Revolve Wealth Partners, LLC 0.28% Reduce -0.3% 19,856 $2.4M
David J Yvars Group 1.26% Add +3.7% 19,780 $2.4M
Mine & Arao Wealth Creation & Management, LLC. 0.95% Add +0.1% 19,767 $2.3M
Chevy Chase Trust Holdings, LLC 0.01% Add +2.8% 19,658 $2.3M
RiverGlades Family Offices LLC 1.42% Add +0.5% 19,524 $2.3M
LOM Asset Management Ltd 0.71% Add +9.6% 19,484 $2.3M
Cornell Pochily Investment Advisors, Inc. 0.69% Reduce -25.1% 19,430 $2.3M
Dana Investment Advisors, Inc. 0.07% Reduce -1.1% 19,408 $2.3M
Joel Isaacson & Co., LLC 0.08% Reduce -3.7% 19,251 $2.3M
Absolute Capital Management, LLC 0.98% Reduce -0.2% 19,195 $2.3M
Twin Focus Capital Partners, LLC 0.29% Reduce -1.3% 19,077 $2.3M
Central Pacific Bank - Trust Division 0.29% Add +10.4% 19,068 $2.3M
Founders Grove Wealth Partners, LLC 0.53% Reduce -10.0% 19,057 $2.3M
Plancorp, LLC 0.07% Reduce -8.5% 19,053 $2.3M
Arcadia Investment Advisors LLC 1.10% Reduce -73.9% 19,034 $2.3M
Staley Capital Advisers Inc. 0.09% No change 18,991 $2.3M
First National Bank of Omaha 0.14% Reduce -5.5% 18,950 $2.3M
Intrua Financial, LLC 0.26% Reduce -8.7% 18,930 $2.2M
Second Line Capital, LLC 0.46% Reduce -3.1% 18,834 $2.2M
Stratos Investment Management, LLC 0.09% Add +2.8% 18,833 $2.2M
Inspire Advisors, LLC 0.21% Reduce -1.6% 18,812 $2.2M
Mechanics Bank Trust Department 0.31% Reduce -3.1% 18,783 $2.2M
Shelton Wealth Management, LLC 1.04% Reduce -0.5% 18,769 $2.2M
Macroview Investment Management LLC 1.67% Add +0.9% 18,726 $2.2M
Caprock Group, LLC 0.05% — 18,806 $2.2M
Stonegate Investment Group, LLC 0.05% Reduce -2.1% 18,640 $2.2M
WCG Wealth Advisors LLC 0.14% Add +0.3% 18,630 $2.2M
GW&K Investment Management, LLC 0.02% Add +34.0% 18,613 $2.2M
Evoke Wealth, LLC 0.05% Add +56.4% 18,581 $2.2M
Samalin Investment Counsel, LLC 0.76% Add +7.0% 18,556 $2.2M
Flavin Financial Services, Inc. 1.57% Add +13.2% 18,552 $2.2M
Kassira Wealth Management LLC 2.12% — 18,526 $2.2M
Tranquility Partners, LLC 0.74% Reduce -11.1% 18,495 $2.2M
O'Brien Greene & Co. Inc 0.67% Reduce -3.5% 18,451 $2.2M
JSF Financial, LLC 0.49% Reduce -1.9% 18,427 $2.2M
Roberts Wealth Advisors, LLC 0.58% Reduce -2.0% 18,409 $2.2M
Delta Financial Advisors LLC 0.62% Add +2.8% 18,392 $2.2M
Pitcairn Co. 0.17% Reduce -7.9% 18,357 $2.2M
Affinity Capital Advisors, LLC 0.33% Add +2.9% 18,219 $2.2M
Steph & Co. 0.66% No change 18,294 $2.2M
World Equity Group, Inc. 0.49% Reduce -3.5% 18,244 $2.2M
Ames National Corp. 1.29% Add +8.3% 18,241 $2.2M
Sage Financial Management Group, Inc. 0.69% Reduce -5.6% 18,222 $2.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.55% Reduce -0.0% 18,211 $2.2M
Shufro Rose & Co. LLC 0.18% Reduce -0.8% 20,669 $2.2M
Missouri Trust & Investment Co 0.64% No change 18,173 $2.2M
Sentinel Wealth Management, Inc. 1.86% Add +0.1% 18,052 $2.1M
Continuum Advisory, LLC 0.23% Reduce -29.9% 18,022 $2.1M
Obermeyer Wealth Partners 0.10% Add +0.5% 17,999 $2.1M
Harbour Capital Advisors, LLC 0.44% Reduce -14.7% 18,016 $2.1M
FourThought Financial Partners, LLC 0.19% Add +28.3% 17,895 $2.1M
Capital Advisors, Ltd. LLC 0.24% Add +3.8% 17,852 $2.1M
SevenBridge Financial Group, LLC 0.35% Reduce -25.3% 17,715 $2.1M
Hilltop National Bank 0.52% Reduce -3.6% 17,786 $2.1M
Ascent Capital Management, LLC 1.69% Reduce -0.4% 17,776 $2.1M
Means Investment Co., Inc. 0.18% Reduce -7.6% 17,754 $2.1M
Legacies Wealth LLC 1.36% No change 17,711 $2.1M
TRUE Private Wealth Advisors 0.21% Reduce -8.3% 17,691 $2.1M
Kohmann Bosshard Financial Services, LLC 0.22% No change 17,620 $2.1M
SBI Securities Co., Ltd. 0.05% Reduce -1.8% 17,581 $2.1M
Great Diamond Partners, LLC 0.41% Add +2.9% 17,578 $2.1M
Core Wealth Advisors, Inc. 0.54% Reduce -2.5% 17,554 $2.1M
Ascent Group, LLC 0.07% Reduce -3.8% 17,481 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -15.8% 17,472 $2.1M
First National Corp. /Ma/ 0.39% Add +0.3% 17,408 $2.1M
Bison Wealth, LLC 0.19% Add +0.8% 17,386 $2.1M
Pension & Wealth Management Advisors, Inc. 0.65% Reduce -1.3% 17,249 $2.0M
Camelot Technology Advisors, Inc. 1.64% Add +0.2% 17,140 $2.0M
Meritage Portfolio Management 0.14% Add +0.6% 17,133 $2.0M
SWP Financial LLC 1.03% Reduce -3.4% 17,066 $2.0M
Cora Capital Advisors LLC 0.86% Reduce -3.1% 16,957 $2.0M
PFG Investments, LLC 0.10% Add +2.5% 16,927 $2.0M
Diversify Advisory Services, LLC 0.07% Reduce -0.7% 17,023 $2.0M
Zhang Financial LLC 0.08% Add +2.6% 16,884 $2.0M
First County Bank 1.02% No change 16,809 $2.0M
Mann Financial Group, Inc. 1.95% — 16,584 $2.0M
Patriot Investment Management Group, Inc. 0.13% Reduce -1.6% 16,558 $2.0M
Lebenthal Global Advisors, LLC 0.34% Reduce -87.2% 16,523 $2.0M
Uniting Wealth Partners, LLC 0.46% New 16,493 $2.0M
Arcus Capital Partners, LLC 0.86% Add +0.2% 16,459 $2.0M
Cypress Financial Planning LLC 0.60% Reduce -1.3% 16,365 $1.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 16,357 $1.9M
Cadence Bank 0.12% Reduce -1.3% 16,341 $1.9M
Forza Wealth Management, LLC 0.74% Add +0.4% 16,253 $1.9M
Grey Ledge Advisors, LLC 0.44% Add +0.9% 16,164 $1.9M
Compass Wealth Management LLC 0.43% Reduce -1.1% 16,152 $1.9M
Valley Financial Group, Inc. 1.09% Reduce -0.4% 16,134 $1.9M
Fort Point Capital Partners LLC 0.24% Add +9.1% 16,092 $1.9M
Bearing Point Capital, LLC 0.33% No change 16,083 $1.9M
Thrive Wealth Management, LLC 0.29% Add +6.6% 16,061 $1.9M
Joel Adams & Associates, Inc. 1.54% Reduce -0.9% 16,051 $1.9M
Capital Squared Financial LLC 1.64% Add +3.3% 15,893 $1.9M
Sepio Capital, LP 0.11% Add +1.1% 15,877 $1.9M
Alpine Bank Wealth Management 0.26% No change 15,772 $1.9M
Quadcap Wealth Management, LLC 0.22% Reduce -2.7% 15,747 $1.9M
Intrinsic Value Partners, LLC 1.51% Add +12.3% 15,726 $1.9M
WealthShield Partners, LLC 0.21% Reduce -0.3% 15,711 $1.9M
High Net Worth Advisory Group LLC 0.45% Reduce -5.5% 15,677 $1.9M
Harmony Asset Management LLC 0.64% Add +5.7% 15,646 $1.9M
Colorado Capital Management, Inc. 0.71% Reduce -2.0% 15,487 $1.8M
SOL Capital Management CO 0.16% Reduce -18.7% 15,456 $1.8M
Palisade Capital Management, LP 0.06% Add +3.2% 15,442 $1.8M
Sunburst Financial Group, LLC 0.39% Reduce -7.5% 15,439 $1.8M
Wilshire Advisors LLC 4.75% Reduce -45.1% 15,430 $1.8M
South Plains Financial, Inc. 1.14% Reduce -0.3% 15,425 $1.8M
Accurate Wealth Management, LLC 0.24% Reduce -0.9% 15,473 $1.8M
NBT Bank, N.A. 0.12% Reduce -11.3% 13,804 $1.8M
ABLE Financial Group, LLC 0.39% Reduce -2.8% 15,315 $1.8M
Scotia Capital Inc. 0.01% Add +213.1% 15,290 $1.8M
Penobscot Investment Management Company, Inc. 0.14% Reduce -1.2% 15,289 $1.8M
2UniFi Bank 0.91% Add +5.8% 15,288 $1.8M
Nova R Wealth, Inc. 0.77% Add +2.1% 15,277 $1.8M
BlueSky Wealth Advisors, LLC 0.24% Add +0.5% 15,261 $1.8M
Rockwood Wealth Management, LLC 0.14% No change 15,144 $1.8M
St. Clair Advisors, LLC 0.48% Add +1.6% 15,132 $1.8M
Jamison Private Wealth Management, Inc. 0.23% Add +16.3% 15,122 $1.8M
Interchange Capital Partners, LLC 0.35% Add +2.3% 15,098 $1.8M
Rogco, LP 0.63% Add +10.2% 15,068 $1.8M
Retirement Guys Formula LLC 0.63% Add +2.5% 15,129 $1.8M
Roman Butler Fullerton & Co. 0.48% Reduce -2.4% 15,026 $1.8M
Prelude Capital Management, LLC 0.14% New 15,014 $1.8M
Coldstream Capital Management Inc. 0.02% Add +18.9% 15,012 $1.8M
Baldwin Investment Management, LLC 0.20% No change 14,928 $1.8M
Ethos Financial Group, LLC 0.14% Reduce -5.8% 14,837 $1.8M
Ellevest, Inc. 0.25% Add +0.4% 14,745 $1.8M
Redwood Wealth Management Group, LLC 0.74% No change 14,735 $1.8M
Retirement Investment Advisors, Inc. 0.14% Reduce -1.6% 14,664 $1.7M
Goldstein Advisors, LLC 0.21% Reduce -2.8% 14,637 $1.7M
SWS Partners 0.42% Reduce -1.0% 14,579 $1.7M
Carrera Capital Advisors 0.31% Reduce -4.8% 14,569 $1.7M
SeaBridge Investment Advisors LLC 0.28% Reduce -3.1% 14,491 $1.7M
Fiduciary Advisors, Inc. 1.39% Add +7.3% 14,485 $1.7M
Intergy Private Wealth, LLC 0.54% Add +4.3% 14,464 $1.7M
Winebrenner Capital Management LLC 1.23% Reduce -0.8% 14,398 $1.7M
Rathbones Group PLC 0.01% Add +5.8% 14,358 $1.7M
Regatta Capital Group, LLC 0.27% Reduce -6.3% 14,271 $1.7M
KOM Wealth Management Group, LLC 1.28% Add +1.6% 14,252 $1.7M
FRG Family Wealth Advisors LLC 0.27% No change 14,141 $1.7M
Moors & Cabot, Inc. 0.07% Reduce -2.3% 14,119 $1.7M
Aua Capital Management, LLC 0.94% No change 14,118 $1.7M
General Partner, Inc. 0.92% No change 14,115 $1.7M
Silvia McColl Wealth Management, LLC 1.13% Reduce -0.9% 14,079 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -0.1% 13,994 $1.7M
Avion Wealth 0.35% No change 13,903 $1.7M
Brady Family Wealth, LLC 0.51% Reduce -21.5% 13,896 $1.7M
Portland Global Advisors LLC 0.18% Add +0.1% 13,887 $1.7M
Financial Counselors Inc. 2.19% Reduce -29.6% 13,878 $1.6M
International Private Wealth Advisors LLC 1.04% Add +0.2% 13,845 $1.6M
Darden Wealth Group Inc 0.86% Add +3.6% 13,828 $1.6M
New Republic Capital, LLC 0.50% Reduce -10.1% 13,810 $1.6M
Awm Capital, LLC 0.15% No change 13,801 $1.6M
Lyell Wealth Management, LP 0.12% Add +16.9% 13,795 $1.6M
RDA Financial Network 0.40% Reduce -21.0% 13,794 $1.6M
MKD Wealth Coaches, LLC 1.63% Reduce -1.4% 13,775 $1.6M
WP Advisors, LLC 0.41% Add +0.4% 13,710 $1.6M
Aaron Wealth Advisors LLC 0.10% Add +0.2% 13,688 $1.6M
Trek Financial, LLC 0.10% Reduce -46.6% 13,644 $1.6M
Peak Asset Management, LLC 0.28% Reduce -2.1% 13,640 $1.6M
Midland Wealth Advisors, LLC 0.09% Reduce -3.2% 13,622 $1.6M
Cambridge Advisors Inc. 0.32% Reduce -0.5% 13,620 $1.6M
Jump Financial, LLC 0.02% Reduce -8.4% 13,561 $1.6M
Mascagni Wealth Management, Inc. 1.24% Reduce -18.3% 13,537 $1.6M
Stonebridge Financial Group, LLC 0.14% Add +10.8% 13,478 $1.6M
XTX Topco Ltd 0.08% New 13,467 $1.6M
Foster Victor Wealth Advisors, LLC 0.10% Reduce -0.5% 13,318 $1.6M
Center for Financial Planning, Inc. 0.17% Reduce -2.8% 13,431 $1.6M
Olde Wealth Management, LLC 0.49% — 13,403 $1.6M
Asset Dedication, LLC 0.11% Reduce -0.6% 13,409 $1.6M
DHJJ Financial Advisors, Ltd. 0.54% Reduce -2.1% 13,384 $1.6M
Signet Financial Management, LLC 0.18% Reduce -4.7% 13,380 $1.6M
Kellett Wealth Advisors, LLC 0.96% Reduce -0.0% 13,363 $1.6M
Edge Financial Advisors LLC 0.71% Reduce -2.7% 13,320 $1.6M
Fulton Bank, N.A. 0.06% Reduce -5.9% 13,315 $1.6M
Strategic Financial Concepts, LLC 0.23% Reduce -10.2% 13,306 $1.6M
Alpha Wealth Funds, LLC 1.29% Reduce -14.9% 13,275 $1.6M
Arbor Trust Wealth Advisors, LLC 0.71% Reduce -5.0% 13,268 $1.6M
Principle Wealth Partners LLC 0.09% Add +28.8% 13,243 $1.6M
Investment Advisory Services Inc. /TX 0.50% Reduce -3.0% 13,226 $1.6M
American State Bank (Iowa) 0.79% Reduce -17.1% 13,122 $1.6M
Synergy Asset Management, LLC 0.06% Add +285.0% 13,649 $1.6M
Cadinha & Co. LLC 0.21% Reduce -2.1% 13,070 $1.6M
Silvercrest Asset Management Group LLC 0.01% Reduce -37.8% 12,972 $1.5M
Eagle Strategies LLC 0.21% Reduce -1.1% 12,972 $1.5M
Noble Wealth Management PBC 0.82% — 12,934 $1.5M
Rik Saylor Financial, Inc. 1.12% Reduce -3.5% 12,933 $1.5M
Two Sigma Securities, LLC 0.23% New 12,835 $1.5M
TFC Financial Management, Inc. 0.19% Reduce -2.4% 12,805 $1.5M
Maxele Advisors, LLC 1.30% Add +6.5% 12,721 $1.5M
Continuum Wealth Advisors, LLC 0.64% Reduce -0.5% 12,614 $1.5M
Ramsay, Stattman, Vela & Price, Inc. 0.27% Add +7.5% 12,598 $1.5M
Eastern Bank 0.03% Add +4.8% 12,572 $1.5M
Fort Washington Investment Advisors Inc. 0.01% Add +66.5% 12,501 $1.5M
Wilkins Miller Wealth Management, LLC 0.92% Add +22.4% 12,618 $1.5M
Financial Partners Group, Inc 0.18% Add +0.5% 12,438 $1.5M
Old North State Trust, LLC 0.90% Reduce -0.5% 12,428 $1.5M
Lineweaver Wealth Advisors, LLC 0.22% Reduce -0.5% 12,356 $1.5M
Plimoth Trust Co. LLC 0.33% Add +4.6% 12,350 $1.5M
AAF Wealth Management, LLC 0.66% Reduce -5.4% 12,332 $1.5M
Princeton Global Asset Management LLC 0.24% Add +0.8% 12,303 $1.5M
Teachers Insurance & Annuity Association of America 1.74% Reduce -1.0% 12,301 $1.5M
Debussy Capital Management LP 0.21% Reduce -5.6% 12,272 $1.5M
Meridian Investment Counsel Inc. 0.36% No change 12,268 $1.5M
Carr Financial Group Corp 0.40% Add +11.7% 12,210 $1.5M
Accredited Wealth Management, LLC 1.08% Reduce -98.9% 138 $1.4M
Eldridge Investment Advisors, Inc. 0.33% Reduce -71.8% 12,190 $1.4M
Congress Asset Management Co. 0.01% Reduce -4.4% 12,096 $1.4M
Saxon Interests, Inc. 0.56% Add +2.1% 12,118 $1.4M
Pacific Point Advisors, LLC 0.83% No change 11,993 $1.4M
OMNI 360 Wealth, Inc. 0.80% Add +1.2% 11,965 $1.4M
Columbia Bank 0.40% Add +5.5% 11,909 $1.4M
Prairieview Wealth Partners, LLC 1.33% Reduce -1.7% 11,928 $1.4M
Blue Trust, Inc. 0.02% Add +6.4% 11,870 $1.4M
Flagship Private Wealth, LLC 0.56% Add +1.8% 11,815 $1.4M
Resurgent Financial Advisors LLC 0.69% Add +3.4% 11,807 $1.4M
Allen Capital Group, LLC 0.13% Reduce -6.0% 11,787 $1.4M
Richards, Merrill & Peterson, Inc. 0.60% Reduce -0.1% 11,728 $1.4M
Advisor OS, LLC 0.12% Reduce -0.1% 11,710 $1.4M
EverSource Wealth Advisors, LLC 0.06% Add +65.7% 11,704 $1.4M
Insigneo Advisory Services, LLC 0.10% Add +19.5% 11,699 $1.4M
Howland Capital Management LLC 0.05% Add +0.1% 11,695 $1.4M
Moloney Securities Asset Management, LLC 0.17% Reduce -9.1% 11,684 $1.4M
Hardin Capital Partners, LLC 0.74% Add +2.0% 11,681 $1.4M
Independent Advisor Alliance 0.04% Add +3.6% 11,666 $1.4M
Destiny Wealth Partners, LLC 0.17% Add +1.8% 11,663 $1.4M
LCNB Corp. 0.48% Reduce -4.7% 11,659 $1.4M
Cibc World Market Inc. 0.00% Reduce -8.9% 11,610 $1.4M
Milestone Investment Advisors LLC 0.34% Reduce -0.7% 11,586 $1.4M
Baker Avenue Asset Management, LP 0.03% Reduce -17.9% 11,581 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.4M
Valpey Financial Services, LLC 0.89% Reduce -1.7% 11,486 $1.4M
Procyon Advisors, LLC 0.08% Add +177.8% 11,432 $1.4M
Quadrant Private Wealth Management, LLC 0.25% Reduce -6.7% 11,425 $1.4M
Destiny Capital Corp 0.74% Add +13.8% 11,399 $1.4M
Clarity Financial LLC 0.13% New 11,392 $1.4M
Compton Financial Group, LLC 0.33% Reduce -3.3% 11,385 $1.4M
Spirepoint Private Client, LLC 0.14% Add +0.8% 11,365 $1.4M
Gilbert & Cook, Inc. 0.17% Reduce -0.3% 11,362 $1.4M
Manhattan West Asset Management, LLC 0.28% Reduce -13.9% 11,312 $1.3M
AlTi Global, Inc. 0.03% Reduce -54.1% 11,305 $1.3M
Wealth Management Nebraska 0.16% Reduce -6.3% 11,303 $1.3M
Rockland Trust Co. 0.06% Reduce -1.0% 11,302 $1.3M
Sterling Financial Planning, Inc. 0.42% Reduce -0.7% 11,286 $1.3M
Ascentis Wealth Management, LLC 0.32% Add +9.1% 11,233 $1.3M
Tilia Fiduciary Partners, Inc. 0.77% Reduce -4.3% 11,209 $1.3M
Sandy Cove Advisors, LLC 0.43% Add +0.2% 11,205 $1.3M
Beckerman Institutional, LLC 0.78% Reduce -6.9% 11,165 $1.3M
Anchor Investment Management, LLC 0.11% Add +0.0% 11,165 $1.3M
Fourth Dimension Wealth, LLC 0.51% Add +10.5% 11,165 $1.3M
TruWealth Advisors, LLC 0.07% Add +184.9% 11,161 $1.3M
Sovereign Financial Group, Inc. 0.25% Add +0.5% 11,156 $1.3M
Russell Investments Group, Ltd. 0.00% Add +41.3% 11,156 $1.3M
Calamos Advisors LLC 0.01% Reduce -53.9% 11,154 $1.3M
KG Capital Management 0.36% Add +0.3% 11,140 $1.3M
Liberty Square Wealth Partners LLC 0.41% Reduce -4.2% 11,085 $1.3M
Corsicana & Co. 0.74% — 11,082 $1.3M
Compass Ion Advisors, LLC 0.13% Reduce -3.8% 11,080 $1.3M
Paladin Advisory Group, LLC 1.02% Reduce -0.4% 11,049 $1.3M
Riverpoint Wealth Management Holdings, LLC 0.29% Add +4.5% 10,985 $1.3M
Chemistry Wealth Management LLC 0.25% No change 10,945 $1.3M
Higgins & Schmidt Wealth Strategies LLC 0.66% Add +0.7% 10,935 $1.3M
FLC Capital Advisors 0.25% Reduce -1.8% 10,887 $1.3M
Parkside Financial Bank & Trust 0.10% Add +2.1% 10,885 $1.3M
Tennessee Valley Asset Management Partners 0.18% New 10,856 $1.3M
Firestone Capital Management 0.28% Add +21.5% 10,735 $1.3M
GS Investments, Inc. 0.63% Add +2.5% 10,728 $1.3M
Integrated Investment Consultants, LLC 0.22% Reduce -0.8% 10,683 $1.3M
Allegheny Financial Group 0.24% Add +0.1% 10,648 $1.3M
Acadian Asset Management LLC 0.00% Reduce -32.8% 10,646 $1.3M
PBMares Wealth Management LLC 0.20% Add +3.7% 10,607 $1.3M
Davies Financial Advisors, Inc. 1.02% Reduce -2.7% 10,559 $1.3M
Ti-Trust, Inc. 0.79% No change 10,548 $1.3M
Ehrlich Financial Group 0.74% Reduce -20.5% 10,536 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Reduce -4.6% 10,578 $1.3M
Essex Bank 0.28% Reduce -7.0% 10,512 $1.2M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -0.3% 10,505 $1.2M
Pasadena Private Wealth, LLC 0.18% Add +4.7% 10,467 $1.2M
Lincoln Capital LLC 0.23% Add +2.5% 10,328 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -10.9% 10,427 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +9.9% 10,425 $1.2M
Tudor Financial Inc. 0.66% Add +3.7% 10,422 $1.2M
XY Planning Network, Inc. 0.42% No change 11,312 $1.2M
Clearwater Capital Advisors, LLC 0.11% Add +1.8% 10,377 $1.2M
Laurel Wealth Planning LLC 0.65% Add +0.3% 10,363 $1.2M
Rovin Capital /Ut/ 0.34% New 10,291 $1.2M
IFC Advisors LLC 0.22% Reduce -0.2% 10,279 $1.2M
Farnam Financial LLC 0.95% Add +4.9% 10,270 $1.2M
Index Fund Advisors, Inc. 0.06% Reduce -0.8% 10,238 $1.2M
Founders Capital Management, LLC 0.19% No change 10,172 $1.2M
Lansing Street Advisors 0.32% Reduce -1.0% 10,120 $1.2M
Clear Investment Research, LLC 1.61% Reduce -28.6% 10,109 $1.2M
Solstein Capital, LLC 0.55% No change 10,073 $1.2M
Eaton Financial Holdings Company, LLC 0.34% Reduce -27.0% 10,072 $1.2M
Maltin Wealth Management, Inc. 0.50% Add +0.1% 10,059 $1.2M
Wealth Dimensions Group, Ltd. 0.25% Add +1.6% 10,041 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +0.6% 10,006 $1.2M
Riverchase Wealth Management, LLC 0.67% No change 9,975 $1.2M
Aviance Capital Partners, LLC 0.14% Add +6.7% 9,969 $1.2M
Port Capital LLC 0.05% Add +0.0% 9,933 $1.2M
Oliver Luxxe Assets LLC 0.19% Reduce -1.0% 9,924 $1.2M
Ascentis Independent Advisors 0.20% Reduce -0.5% 9,921 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.51% Add +3.3% 9,905 $1.2M
ZWJ Investment Counsel Inc. 0.04% Reduce -0.6% 9,878 $1.2M
Broadview Financial Management, LLC 0.79% Reduce -1.7% 9,861 $1.2M
Coordinated Financial Services, Inc. 0.76% Add +2.5% 9,858 $1.2M
Nelson Capital Management, LLC 0.14% Reduce -0.2% 9,785 $1.2M
Forum Private Client Group LLC 0.41% Reduce -12.7% 9,761 $1.2M
Alpha Omega Wealth Management LLC 0.19% Reduce -0.6% 9,755 $1.2M
HRC Wealth Management, LLC 0.56% Add +9.2% 9,732 $1.2M
Moneco Advisors, LLC 0.10% Reduce -2.6% 9,723 $1.2M
Summit Investment Advisory Services, LLC 0.46% Reduce -6.0% 9,720 $1.2M
Sharkey, Howes & Javer 0.15% No change 9,697 $1.2M
Roundview Capital LLC 0.07% Add +2.6% 9,688 $1.2M
Vista Capital Partners, Inc. 0.12% Add +64.4% 9,638 $1.1M
Equity Wealth Partners, LLC 0.93% — 9,610 $1.1M
BlueChip Wealth Advisors LLC 0.49% Reduce -5.4% 9,564 $1.1M
Baker Ellis Asset Management LLC 0.14% No change 9,561 $1.1M
Traynor Capital Management, Inc. 0.06% Add +53.0% 9,475 $1.1M
Great Point Wealth Advisors, LLC 0.21% — 9,470 $1.1M
Court Place Advisors, LLC 0.34% No change 9,425 $1.1M
First Commonwealth Financial Corp 0.19% Add +23.1% 9,373 $1.1M
Rockport Wealth LLC 0.23% Reduce -8.4% 9,359 $1.1M
Legacy Financial Group LLC 0.15% No change 9,353 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +39.5% 9,336 $1.1M
Finward Bancorp 0.84% Add +9.9% 9,330 $1.1M
Opinicus Capital, Inc. 0.77% Reduce -5.2% 9,322 $1.1M
Nichols & Pratt Advisers LLP 0.07% No change 9,280 $1.1M
Waterloo Capital, L.P. 0.08% Add +0.1% 9,275 $1.1M
Woodstock Corp. 0.10% Reduce -22.3% 9,245 $1.1M
AssuredPartners Investment Advisors, LLC 0.24% Reduce -0.8% 9,169 $1.1M
EdgeRock Capital LLC 0.30% Add +23.1% 9,167 $1.1M
Chandler Asset Management, Inc. 0.18% No change 9,150 $1.1M
Seeds Investor LLC 0.23% Add +28.5% 9,147 $1.1M
Capital Management Associates, Inc 0.29% Add +2.7% 9,133 $1.1M
Marshall Wace, LLP 0.00% New 9,121 $1.1M
Cosner Financial Group, LLC 0.58% Add +0.3% 9,117 $1.1M
Kickstand Ventures, Llc. 0.24% Reduce -18.5% 9,115 $1.1M
Edgemoor Investment Advisors, Inc. 0.08% Add +28.6% 9,009 $1.1M
Tompkins Financial Corp. 0.09% Reduce -0.0% 8,997 $1.1M
Bright Futures Wealth Management, LLC. 0.84% — 8,931 $1.1M
Cannell & Spears LLC 0.02% Add +1.5% 8,920 $1.1M
NavPoint Financial, Inc. 0.55% Add +0.2% 8,905 $1.1M
BIP Wealth, LLC 0.05% Add +14.9% 8,896 $1.1M
HRT Financial LP 0.00% Reduce -54.7% 8,863 $1.1M
Townsend Asset Management Corp. /NC/ 0.37% Reduce -1.2% 8,836 $1.0M
PCG Asset Management, LLC 0.84% Reduce -1.6% 8,830 $1.0M
NWF Advisory Services Inc. 0.12% Add +10.1% 8,824 $1.0M
Fiduciary Financial Group, LLC 0.17% Reduce -4.4% 8,811 $1.0M
Texas Bank & Trust Co 0.40% Add +1.4% 8,793 $1.0M
Tandem Investment Partners LLC 0.86% Reduce -1.4% 8,785 $1.0M
Inman Jager Wealth Management, LLC 0.67% Add +15.1% 8,764 $1.0M
Inscription Capital, LLC 0.11% Add +5.1% 8,725 $1.0M
American Trust 0.09% Reduce -1.2% 8,694 $1.0M
Prospect Financial Services LLC 0.59% Add +4.1% 8,681 $1.0M
Guardian Wealth Advisors, LLC / NC 0.07% Add +0.3% 8,659 $1.0M
Plante Moran Financial Advisors, LLC 0.06% Add +2.0% 8,648 $1.0M
National Wealth Management Group, LLC 0.39% Add +9.0% 8,626 $1.0M
Cassaday & Co Wealth Management LLC 0.02% Add +1.0% 8,612 $1.0M
Ipswich Investment Management Co., Inc. 0.24% Reduce -9.0% 8,606 $1.0M
Bragg Financial Advisors, Inc 0.03% No change 8,594 $1.0M
Keystone Financial Group, Inc. 0.58% Add +0.3% 8,592 $1.0M
Linscomb Wealth, Inc. 0.04% No change 8,557 $1.0M
Defined Wealth Management, LLC 0.59% Reduce -0.1% 8,553 $1.0M
Pacific Center for Financial Services 0.26% Add +0.7% 8,552 $1.0M
Vontobel Holding Ltd. 0.00% No change 8,500 $1.0M
Sound Financial Strategies Group, LLC 0.74% Add +14.2% 8,479 $1.0M
Axis Wealth Partners, LLC 0.59% Reduce -19.5% 8,439 $1.0M
180 Wealth Advisors, LLC 0.12% Add +6.7% 8,409 $999K
NerdWallet Wealth Partners, LLC 0.49% — 8,412 $999K
KMT Wealth Management, LLC 0.54% No change 8,383 $996K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +0.0% 8,378 $996K
First National Bank & Trust Co. of Newtown 0.19% Add +7.4% 8,375 $995K
Oxford Financial Group, LTD. LLC 0.06% Add +6.4% 8,367 $994K
ORG Partners LLC 0.18% Reduce -8.2% 8,366 $994K
Birchcreek Wealth Management, LLC 0.51% Reduce -1.3% 8,363 $994K
RPG Investment Advisory, LLC 0.12% Reduce -2.6% 8,346 $992K
Evolution Wealth Advisors, LLC 0.13% Reduce -3.5% 8,319 $989K
Berkshire Asset Management LLC 0.04% Reduce -4.2% 8,304 $987K
TD Capital Management LLC 0.09% Reduce -0.2% 8,252 $981K
Corundum Group, Inc. 0.40% No change 8,208 $975K
New Century Financial Group, LLC 1.73% Add +1.6% 8,207 $975K
Sageworth Trust Co of South Dakota 0.92% No change 8,203 $975K
Three Seasons Wealth, LLC 0.10% Reduce -0.9% 8,188 $973K
Pacific Sun Financial Corp 0.47% Reduce -2.0% 8,165 $970K
Mezzasalma Advisors, LLC 0.25% New 8,165 $970K
Severin Investments, LLC 0.86% Reduce -17.9% 8,142 $968K
Formidable Asset Management, LLC 0.15% Add +51.0% 8,845 $967K
First Foundation Advisors 0.04% Reduce -14.9% 8,112 $964K
MFA Wealth Services 0.66% Add +4.7% 8,086 $961K
Moisand Fitzgerald Tamayo, LLC 0.11% Add +0.6% 8,070 $959K
Foster Group, Inc. 0.03% Add +1.4% 8,064 $958K
KWB Wealth 0.11% Reduce -7.9% 8,762 $958K
Baltimore-Washington Financial Advisors, Inc. 0.04% Add +3.6% 8,032 $954K
TL Private Wealth 0.38% Add +1.8% 8,179 $954K
Probity Advisors, Inc. 0.15% Reduce -2.5% 8,014 $952K
Sonata Capital Group Inc. 0.35% No change 8,006 $951K
Vannoy Advisory Group, Inc. 0.62% No change 7,967 $947K
Mma Asset Management LLC 0.31% Add +8.8% 7,929 $942K
International Assets Investment Management, LLC 0.08% No change 8,484 $941K
PGIM Custom Harvest LLC 0.01% Reduce -4.9% 7,914 $940K
Integrity Alliance, Llc. 0.04% Reduce -19.5% 7,884 $937K
AdvisorNet Financial, Inc 0.05% Add +11.5% 7,875 $936K
Objective Capital Management, LLC 0.97% Reduce -2.6% 7,875 $936K
Marks Group Wealth Management, Inc 0.09% No change 7,863 $934K
Trivium Point Advisory, LLC 0.10% Reduce -0.9% 7,843 $932K
First Bancorp, Inc 0.50% Add +2.2% 7,835 $931K
Orion Capital Management LLC 0.32% Add +0.0% 7,826 $930K
Maryland State Retirement & Pension System 0.02% New 7,821 $929K
Capital Advisors Wealth Management, LLC 0.13% Reduce -10.6% 7,821 $929K
1834 Investment Advisors Co. 0.11% Reduce -30.5% 7,816 $929K
Camarda Financial Advisors, LLC 0.34% Add +11.6% 7,807 $928K
Azimuth Capital Investment Management LLC 0.03% Add +178.9% 7,795 $926K
Argentarii, LLC 0.37% No change 7,730 $919K
Hohimer Wealth Management, LLC 0.13% Add +0.1% 7,727 $918K
Zions Bancorporation, National Association 0.05% Reduce -10.8% 7,725 $918K
IFS Group,LLC 0.81% — 7,697 $917K
Sound View Wealth Advisors Group, LLC 0.06% Add +2.8% 7,655 $910K
Sweeney & Michel, LLC 0.31% Add +0.3% 7,952 $909K
Tufton Capital Management 0.16% Reduce -2.7% 7,637 $907K
Thompson Investment Management, Inc. 0.12% Add +8.5% 7,611 $904K
Colton Groome Financial Advisors, LLC 0.28% Reduce -0.3% 7,609 $904K
Cowa, LLC 0.32% Add +0.3% 7,605 $904K
Insight Advisors, LLC/ PA 0.14% Reduce -0.2% 7,592 $903K
Forefront Wealth Partners, LLC 0.23% Reduce -67.1% 7,588 $902K
S&T Bank 0.25% Reduce -1.1% 7,554 $898K
Indiana Trust & Investment Management Co 0.27% Reduce -0.6% 7,507 $892K
Transatlantique Private Wealth LLC 0.29% No change 7,500 $891K
Greenhouse Wealth Management, LLC 0.53% Add +0.3% 7,485 $889K
Centurion Wealth Management LLC 0.20% Add +4.0% 7,454 $886K
Larson Financial Group LLC 0.03% Reduce -2.0% 7,412 $881K
WFA of San Diego, LLC 0.60% Reduce -0.1% 7,404 $880K
Creative Financial Designs Inc. 0.06% Reduce -5.2% 7,400 $879K
Vertex Planning Partners, LLC 0.17% Add +0.9% 7,395 $879K
Boston Trust Walden Corp 0.01% Add +18.2% 7,390 $878K
SummitTX Capital, L.P. 0.04% Reduce -88.0% 7,383 $877K
M.E. Allison & Co., Inc. 0.61% Add +6.3% 7,382 $877K
Gemmer Asset Management LLC 0.07% Add +11.4% 7,379 $877K
Hudson Capital Management LLC 0.24% Reduce -6.3% 7,374 $876K
Balance Wealth Partners LLC 0.22% Add +5.0% 7,342 $873K
Bowman & Co S.C. 0.37% Add +6.1% 7,314 $869K
Claro Advisors Inc. 0.13% Reduce -13.6% 7,313 $869K
Simon Quick Advisors, LLC 0.04% Add +180.9% 7,291 $866K
Sensible Money, LLC 0.29% Reduce -0.3% 7,290 $866K
LVM Capital Management Ltd. 0.08% Add +8.3% 7,275 $864K
American Capital Advisory, LLC 0.40% Add +0.2% 7,265 $863K
Henrickson Nauta Wealth Advisors, Inc. 0.27% No change 7,265 $863K
Steel Grove Capital Advisors, LLC 0.10% No change 7,854 $858K
Calton & Associates, Inc. 0.13% Add +16.0% 7,199 $855K
Kondo Wealth Advisors, Inc. 0.34% Add +3.5% 7,196 $855K
Cardiff Park Advisors, LLC 0.07% Reduce -8.1% 7,195 $855K
Winthrop Capital Management, LLC 0.21% Reduce -48.8% 7,188 $854K
Tru Independence Asset Management 2, LLC 0.56% Add +0.5% 7,182 $853K
Angeles Wealth Management, LLC 0.05% Add +7.4% 7,176 $853K
Rf&l Wealth Management, LLC 0.50% Add +0.6% 7,164 $851K
Root Financial Partners, LLC 0.05% Add +29.9% 7,157 $851K
PTM Wealth Management, LLC 0.51% Reduce -0.8% 7,074 $847K
Advisors Capital Management, LLC 0.01% Add +13.7% 7,083 $842K
Brown, Lisle/Cummings, Inc. 0.22% Add +0.9% 7,080 $841K
Motco 0.08% Add +0.2% 7,048 $838K
Barrett & Company, Inc. 0.29% Add +0.0% 7,016 $834K
Waters Parkerson & Co., LLC 0.04% No change 7,016 $834K
White Knight Strategic Wealth Advisors, LLC 0.66% Reduce -27.8% 7,015 $834K
SC&H Financial Advisors, Inc. 0.14% Reduce -3.7% 7,012 $833K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -4.8% 7,010 $833K
Powell Investment Advisors, LLC 0.29% Add +0.4% 6,995 $831K
Fisher Asset Management 0.00% Add +6.2% 6,989 $831K
Donor Advised Charitable Giving, Inc. 0.02% Reduce -25.5% 6,980 $829K
Opulen Financial Group LLC 0.63% Add +0.7% 6,978 $829K
Capasso Planning Partners LLC 0.52% Reduce -3.1% 6,958 $827K
Matauro, LLC 0.13% Add +0.2% 6,936 $824K
Keyvantage Wealth, LLC 0.35% Reduce -0.7% 6,935 $824K
Security National Bank 0.13% Reduce -1.3% 6,933 $824K
Acorn Wealth Advisors, LLC 0.26% Add +19.1% 6,898 $820K
Arlington Trust Co LLC 0.15% Reduce -33.9% 6,896 $819K
BKM Wealth Management, LLC 0.30% Reduce -4.4% 6,886 $818K
Greystone Financial Group, LLC 0.13% New 6,881 $818K
City National Bank of Florida 0.54% Add +3.1% 6,853 $814K
Cornerstone Planning Group LLC 0.13% Add +0.5% 6,880 $809K
RiverFront Investment Group, LLC 0.01% No change 6,777 $805K
Total Wealth Planning, LLC 0.09% Add +7.8% 6,764 $804K
Perritt Capital Management Inc 0.38% Add +0.4% 6,753 $802K
White Lighthouse Investment Management Inc. 0.12% Reduce -6.6% 6,720 $799K
Palo Alto Wealth Advisors, LLC 0.23% Add +174.3% 6,676 $798K
Brio Consultants, LLC 0.11% Reduce -17.1% 6,708 $797K
Nilsine Partners, LLC 0.07% Add +4.6% 6,684 $794K
Horizons Wealth Management 0.54% No change 6,646 $790K
Ridgeline Wealth Planning, LLC 0.59% No change 6,632 $788K
Commonwealth Financial Services, LLC 0.13% Reduce -4.1% 6,613 $786K
Emprise Bank 0.34% No change 6,580 $782K
Swmg, LLC 0.24% Reduce -49.3% 6,504 $781K
Helium Advisors LLC 0.65% Add +0.2% 6,570 $781K
Beacon Financial Advisory LLC 0.18% Reduce -15.6% 6,563 $780K
McCarter Private Wealth Services LLC 0.40% Reduce -7.5% 6,557 $779K
First Heartland Consultants, Inc. 0.06% Add +1.3% 6,522 $775K
Ignite Planners, LLC 0.13% Reduce -2.1% 6,521 $775K
Bank Ozk 0.27% Reduce -5.8% 6,475 $769K
Lincoln Capital Corp. 0.28% No change 6,472 $769K
Clearbridge Investments, LLC 0.00% Add +0.4% 6,444 $766K
Empirical Asset Management, LLC 0.21% Add +0.2% 6,435 $765K
Ausdal Financial Partners, Inc. 0.04% Add +114.8% 6,419 $763K
Yukon Wealth Management, Inc. 0.25% Reduce -1.4% 6,415 $762K
Equita Financial Network, Inc. 0.26% Reduce -2.7% 6,375 $758K
Ade, LLC 0.38% Reduce -21.0% 6,362 $756K
QRG Capital Management, Inc. 0.01% Reduce -49.4% 6,330 $752K
Gradient Capital Advisors, LLC 0.20% Add +0.0% 6,327 $752K
ETF Store, Inc. 0.80% Add +7.6% 6,315 $750K
Key Financial Inc 0.14% Reduce -11.6% 6,291 $750K
Blue Barn Wealth, LLC 0.33% Reduce -3.2% 6,306 $749K
Wetzel Investment Advisors, Inc. 0.32% Reduce -4.3% 6,300 $749K
Seven Post Investment Office LP 0.27% No change 6,298 $748K
Horizon Family Wealth, Inc. 0.43% Add +0.3% 6,291 $748K
Kennebec Savings Bank 0.68% Reduce -18.1% 6,255 $743K
Pioneer Trust Bank N A 0.17% Reduce -4.7% 6,253 $743K
Ocean Park Asset Management, LLC 0.03% New 6,186 $735K
Ardent Capital Management, Inc. 0.31% Reduce -0.2% 6,183 $735K
White Pine Capital LLC 0.21% No change 6,155 $731K
Invesco Ltd. 0.00% Add +0.2% 6,147 $730K
Cooper Financial Group 0.08% Add +3.4% 6,144 $730K
Truepoint, Inc. 0.02% Reduce -0.2% 6,127 $728K
Philadelphia Trust Co. 0.05% No change 6,124 $728K
Washington Trust Advisors, Inc. 0.06% Reduce -0.4% 6,082 $723K
Trueblood Wealth Management, LLC 0.28% Add +7.8% 6,073 $722K
FreeGulliver LLC 0.32% Add +2.1% 6,066 $721K
Signaturefd, LLC 0.01% Reduce -20.5% 6,050 $719K
Richmond Investment Services, LLC 0.13% Add +3.6% 6,006 $714K
Marshall Financial Group, LLC 0.14% Reduce -7.7% 5,983 $711K
Wealth Effects LLC 0.23% Reduce -4.0% 5,981 $711K
Professional Financial Advisors, LLC 0.15% Reduce -1.1% 5,980 $711K
Insight Wealth Strategies, LLC 0.08% Reduce -2.0% 5,971 $710K
HFG Advisors, Inc. 0.52% Reduce -1.1% 5,948 $707K
Advisory Alpha, LLC 0.02% Reduce -2.5% 5,909 $707K
McIlrath & Eck, LLC 0.07% Add +2.3% 5,941 $706K
Outlook Wealth Advisors, LLC 0.18% Reduce -10.1% 5,922 $704K
Confluence Wealth Services, Inc. 0.03% Reduce -15.6% 5,919 $703K
Dupree Financial Group, LLC 0.27% Reduce -1.2% 5,918 $703K
Creekside Partners 0.31% Reduce -3.2% 5,914 $703K
Strategic Wealth Partners, Ltd. 0.05% Reduce -27.4% 5,904 $702K
Droms Strauss Advisors Inc. /Mo/ 0.20% Reduce -2.6% 5,883 $699K
McNaughton Wealth Management, LLC 0.29% Add +0.0% 5,882 $699K
Brightwater Advisory LLC 0.48% Reduce -1.3% 5,881 $699K
Meridian Wealth Advisors, LLC 0.10% Add +2.2% 5,879 $699K
Fortune Financial Advisors, LLC 0.52% Reduce -24.4% 5,861 $697K
PAX Financial Group, LLC 0.13% Reduce -13.0% 5,847 $695K
Tableaux LLC 0.28% Add +100.0% 5,845 $695K
Stokes Capital Advisors, LLC 0.16% Reduce -5.1% 5,845 $695K
GeoWealth Management, LLC 0.03% Add +150.1% 5,833 $693K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -4.2% 5,834 $693K
Janney Capital Management LLC 0.04% Add +5.2% 5,823 $692K
Motive Wealth Advisors 0.30% No change 5,822 $692K
Lazari Capital Management, Inc. 0.24% Add +0.1% 5,821 $692K
Kearns & Associates LLC 0.37% No change 5,808 $690K
SteelPeak Wealth, LLC 0.02% Reduce -3.6% 5,806 $690K
Crews Bank & Trust 0.10% Reduce -0.4% 5,796 $689K
American Investment Services, Inc. 0.17% Add +2.7% 5,786 $688K
S.E.E.D. Planning Group LLC 0.20% Add +3.2% 5,785 $687K
Advanced Asset Management Advisors Inc 0.18% No change 5,781 $687K
Stelac Advisory Services LLC 0.24% Reduce -12.0% 5,774 $686K
Connors Investor Services Inc. 0.06% Add +1.7% 5,773 $686K
CWA Asset Management Group, LLC 0.03% Add +14.5% 5,768 $685K
Vise Technologies, Inc. 0.03% Reduce -42.7% 5,759 $684K
Crew Capital Management, Ltd 0.46% Reduce -25.7% 5,731 $681K
American Institute for Advanced Investment Management, LLP 0.45% Reduce -0.8% 5,729 $681K
Bouchey Financial Group, Ltd. 0.05% Reduce -1.2% 5,712 $679K
Ledyard National Bank 0.06% Add +1.2% 5,677 $675K
Lion Street Advisors, LLC 0.23% Add +107.2% 5,958 $674K
Ashford Advisors, LLC 0.15% Add +338.9% 5,662 $673K
Brookmont Capital Management 0.37% Reduce -26.0% 5,652 $672K
Sfm, LLC 0.39% Reduce -7.3% 5,645 $671K
Strathmore Capital Advisors, Inc. 0.27% Add +6.6% 5,621 $668K
Armstrong Advisory Group, Inc. 0.05% Add +0.0% 5,612 $667K
Nicolet Bankshares Inc. 0.11% Reduce -0.6% 5,611 $667K
Roble, Belko & Company, Inc 0.09% Reduce -86.8% 5,608 $666K
InvesTrust 0.24% Reduce -0.1% 5,604 $666K
Main Street Group, LTD 0.21% Add +12.5% 5,599 $665K
GPS Wealth Strategies Group, LLC 0.07% Add +124.8% 5,594 $665K
Marex Group Ltd 0.01% Reduce -8.5% 5,592 $664K
Deutsche Bank AG 0.00% No change 5,581 $663K
Moneywise, Inc. 0.30% Reduce -16.5% 5,573 $662K
River Wealth Advisors LLC 0.08% Reduce -2.0% 5,562 $661K
CNB Bank 0.27% Reduce -0.3% 5,551 $660K
Hillcrest Wealth Advisors - NY, LLC 0.30% Reduce -6.7% 5,550 $660K
Adams Wealth Management 0.14% Reduce -59.5% 5,542 $659K
CacheTech Inc. 0.13% Reduce -59.5% 5,542 $659K
Sierra Summit Advisors LLC 0.10% Reduce -5.6% 5,534 $658K
GGM Financial LLC 0.33% Reduce -5.4% 5,527 $657K
Exchange Bank 0.46% Reduce -0.6% 5,526 $657K
Integral Investment Advisors, Inc. 0.18% Reduce -10.6% 5,493 $653K
Aprio Wealth Management, LLC 0.06% Reduce -1.3% 5,490 $652K
W Advisors, LLC 0.34% Reduce -1.0% 5,490 $652K
Tyche Wealth Partners LLC 0.11% Reduce -43.2% 5,476 $651K
Alexander Randolph Advisory, Inc. 0.54% Add +6.9% 5,473 $650K
Clark Asset Management, LLC 0.08% Add +51.5% 5,448 $647K
Landing Point Financial Group, LLC 0.34% Reduce -44.0% 5,447 $647K
Main Street Financial Solutions, LLC 0.04% Add +8.7% 5,445 $647K
SP Asset Management LLC 0.05% Add +0.5% 5,441 $647K
21 West Wealth Management LLC 0.61% No change 5,436 $646K
Wealth Group Ltd 0.15% Add +1.0% 5,402 $642K
Sunpointe, LLC 0.23% No change 5,393 $641K
Costello Asset Management, INC 0.21% Add +13.2% 5,393 $641K
Liberty Wealth Management LLC 0.09% Add +0.3% 5,386 $640K
Modus Advisors, LLC 0.17% Reduce -0.3% 5,376 $639K
Northstar Advisory Group, LLC 0.26% Reduce -0.6% 5,364 $637K
Alhambra Investment Management LLC 0.30% Add +0.5% 5,361 $637K
Qube Research & Technologies Ltd 0.00% Reduce -99.4% 5,353 $636K
Hoxton Planning & Management, LLC 0.20% Add +0.6% 5,335 $634K
Loudon Investment Management, LLC 0.33% Add +5.6% 5,292 $629K
Brandywine Oak Private Wealth LLC 0.05% Add +0.2% 5,289 $628K
First National Advisers, LLC 0.09% Reduce -4.0% 5,287 $628K
Banque Pictet & Cie SA 0.01% No change 5,249 $624K
Daner Wealth Management, LLC 0.40% Reduce -0.0% 5,304 $624K
GreatBanc Trust CO 0.43% — 5,238 $622K
JB Capital LLC 0.03% Add +10.3% 5,228 $621K
Sendero Wealth Management, LLC 0.07% Reduce -7.9% 5,222 $621K
Strategic Financial Planning, Inc. 0.36% No change 5,220 $620K
Haverford Financial Services, Inc. 0.17% No change 5,210 $619K
Glass Jacobson Investment Advisors llc 0.22% Add +3.9% 5,195 $617K
Fiduciary Wealth Partners, LLC 0.26% Add +0.0% 5,183 $616K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +13.4% 5,183 $616K
Seaside Wealth Management, Inc. 0.18% No change 5,157 $613K
3Chopt Investment Partners, LLC 0.14% Reduce -1.0% 5,150 $612K
Willow Creek Wealth Management Inc. 0.05% No change 5,145 $611K
Peak Planning Group, LLC 0.32% No change 5,126 $609K
Clear Harbor Asset Management, LLC 0.04% Reduce -0.0% 5,123 $609K
Carson Advisory Inc. 0.33% Reduce -12.0% 5,114 $608K
BAM Wealth Management, LLC 0.47% — 5,111 $607K
KW Wealth Management LLC 1.03% — 5,101 $606K
Tsfg, LLC 0.10% Reduce -8.0% 5,103 $606K
Gilman Hill Asset Management, LLC 0.09% Reduce -30.8% 5,075 $603K
Somerset Trust Co 0.19% No change 5,059 $601K
Private Capital Management, LLC 0.06% Add +31.4% 5,046 $600K
Collective Family Office LLC 0.14% Add +60.5% 5,045 $599K
Jackson Hole Capital Partners, LLC 0.10% Add +9.2% 5,034 $598K
Westwood Holdings Group Inc. 0.00% Add +4.3% 5,028 $597K
Kathleen S. Wright Associates Inc. 0.22% Reduce -3.5% 5,002 $594K
Allstate Corp. 0.01% No change 5,000 $594K
Davidson Kahn Capital Management, LLC 0.33% Reduce -0.1% 4,993 $593K
Siligmueller & Norvid Wealth Advisors LLC 0.27% New 4,877 $593K
Avondale Wealth Management 0.32% No change 4,980 $592K
Bogart Wealth, LLC 0.02% Add +25.4% 4,978 $592K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -14.8% 4,978 $592K
Live Oak Private Wealth LLC 0.08% Reduce -1.1% 4,911 $584K
Quattro Financial Advisors LLC 0.18% Add +5.7% 4,910 $583K
Kovack Advisors, Inc. 0.05% Reduce -9.3% 4,901 $582K
Flywheel Private Wealth LLC 0.45% Reduce -14.7% 4,896 $582K
GWN Securities Inc. 0.13% Add +0.5% 4,871 $579K
WMG Financial Advisors, LLC 0.19% No change 4,871 $579K
Studio Investment Management LLC 0.11% Reduce -10.6% 4,869 $579K
Pallas Capital Advisors LLC 0.02% Reduce -2.6% 4,849 $576K
FMB Wealth Management 0.24% Reduce -18.4% 4,846 $576K
Upper Left Wealth Management, LLC 0.36% Reduce -3.7% 4,844 $576K
Balyasny Asset Management L.P. 0.00% Reduce -98.8% 4,815 $572K
Strategies Wealth Advisors, LLC 0.06% Reduce -31.6% 4,812 $572K
Salem Investment Counselors Inc. 0.02% Reduce -5.4% 4,807 $571K
Postrock Partners LLC 0.25% No change 4,800 $570K
Patten & Patten Inc. 0.03% Add +62.3% 4,759 $565K
Spectrum Asset Management, Inc. (NB/CA) 0.20% Reduce -0.1% 4,758 $565K
North Star Investment Management Corp. 0.04% Add +0.1% 4,749 $564K
Financial Perspectives, Inc 0.16% Reduce -1.8% 4,744 $564K
Uptick Partners, LLC 0.15% Reduce -4.2% 4,744 $564K
Argent Advisors, Inc. 0.17% No change 4,724 $561K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,666 $560K
Capital City Trust Co. 0.14% Reduce -7.8% 4,714 $560K
Grant Private Wealth Management Inc 0.34% New 4,698 $558K
WealthBridge Capital Management, LLC 0.13% No change 4,697 $558K
Dale Q Rice Investment Management Ltd 0.39% Reduce -6.6% 4,723 $557K
Total Clarity Wealth Management, Inc. 0.15% Reduce -3.6% 4,687 $557K
Pinnacle Financial Group, LLC / IL 0.17% Add +1.1% 4,684 $557K
Lakeridge Wealth Management LLC 0.25% Add +0.6% 4,683 $556K
Winthrop Advisory Group LLC 0.05% Add +24.8% 4,681 $556K
Beacon Bank & Trust 0.12% No change 4,680 $556K
Peddock Capital Advisors, LLC 0.12% Add +0.0% 4,667 $555K
Stonehaven Wealth & Tax Solutions, LLC 0.51% Add +7.0% 4,664 $554K
Finley Financial, LLC 0.26% No change 4,660 $554K
Williams Jones Wealth Management, LLC. 0.01% Reduce -11.7% 4,651 $553K
Running Point Capital Advisors, LLC 0.15% No change 4,640 $551K
JGP Wealth Management, LLC 0.06% No change 4,572 $547K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $546K
Parkside Investments, LLC 0.07% No change 4,594 $546K
First Trust Advisors LP 0.00% Reduce -9.1% 4,573 $543K
BSW Wealth Partners 0.07% Reduce -0.5% 4,570 $543K
Financial Council, LLC 0.24% Reduce -0.1% 4,569 $543K
CBIZ Investment Advisory Services, LLC 0.02% Add +0.5% 4,560 $542K
Maia Wealth LLC 0.09% Reduce -5.9% 4,528 $539K
Bonfire Financial 0.41% Add +0.0% 4,516 $537K
DDD Partners, LLC 0.03% Add +52.4% 4,508 $536K
Primoris Wealth Advisors, LLC 0.34% No change 4,501 $535K
Alta Wealth Advisors LLC 0.19% Reduce -2.5% 4,499 $535K
Doliver Advisors, LP 0.14% Reduce -2.3% 4,497 $534K
Tassel Capital Management, Inc. 0.34% Reduce -0.5% 4,483 $533K
Relyea Zuckerberg Hanson LLC 0.06% No change 4,482 $533K
GAMCO Investors 0.01% Reduce -0.9% 4,471 $531K
Medallion Wealth Advisors, LLC 0.19% Reduce -11.4% 4,463 $531K
Charter Oak Capital Management, LLC 0.04% Add +4.6% 4,466 $531K
Correct Capital Wealth Management 0.10% No change 4,459 $530K
S.A. Mason LLC 0.23% Reduce -0.6% 4,453 $529K
Howard Capital Management Group, LLC 0.03% No change 4,449 $529K
Townsquare Capital LLC 0.08% Reduce -12.6% 4,444 $528K
Asset Allocation & Management Company, LLC 0.22% No change 4,441 $528K
Whalerock Point Partners, LLC 0.11% No change 4,437 $527K
Triad Wealth Partners, LLC 0.07% Add +12.1% 4,432 $527K
GDS Wealth Management 0.03% Add +8.5% 4,422 $525K
EPG Wealth Management LLC 0.14% Reduce -19.7% 4,415 $525K
Blue Bell Private Wealth Management, LLC 0.08% Add +1.7% 4,411 $524K
MV Capital Management, Inc. 0.05% No change 4,408 $524K
Shared Vision Wealth Group LLC 0.22% Reduce -3.8% 4,402 $523K
Tred Avon Family Wealth, LLC 0.18% — 4,404 $523K
Nautilus Advisors LLC 0.35% Add +25.9% 4,394 $522K
SFG Wealth Management, LLC. 0.23% Add +0.3% 4,393 $522K
Clear Point Advisors Inc. 0.41% Reduce -0.4% 4,390 $522K
Nabity-Jensen Investment Management Inc 0.36% No change 4,380 $520K
Market Street Wealth Management Advisors LLC 0.08% Reduce -1.6% 4,375 $520K
Cove Private Wealth, LLC 0.17% No change 4,365 $519K
Courage Miller Partners, LLC 0.16% Reduce -2.8% 4,362 $518K
Stokes Family Office, LLC 0.05% Add +5.5% 4,357 $518K
Melfa Wealth Management, Inc. 0.30% Add +1.4% 4,353 $517K
FC Advisory LLC 0.15% Add +0.3% 4,348 $517K
McRae Capital Management Inc. 0.10% Add +0.3% 4,340 $516K
Quantbot Technologies LP 0.01% Reduce -85.6% 4,334 $515K
Guyasuta Investment Advisors Inc. 0.03% Add +2.9% 4,330 $515K
Investment Research Partners LLC 0.23% — 4,327 $514K
Bestgate Wealth Advisors, LLC 0.91% Reduce -37.9% 4,323 $514K
Clare Market Investments LLC 0.10% Add +31.4% 4,320 $513K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 4,320 $513K
Kooman & Associates 0.16% Add +1.1% 4,300 $511K
Balboa Wealth Partners 0.09% Add +27.5% 4,284 $509K
Leisure Capital Management 0.17% Reduce -0.4% 4,283 $509K
Orange Investment Advisors, Inc. 0.05% No change 4,261 $506K
Daymark Wealth Partners, LLC 0.02% Add +19.0% 4,237 $503K
FWG Investments, LLC. 0.34% Reduce -8.3% 4,234 $503K
Pine Haven Investment Counsel, Inc 0.36% No change 4,230 $503K
Allie Family Office LLC 0.24% Reduce -1.7% 4,229 $503K
GW Henssler & Associates Ltd. 0.02% Add +0.2% 4,200 $499K
Thomasville National Bank 0.03% Reduce -7.7% 4,183 $497K
Appleton Partners Inc. 0.03% No change 4,169 $495K
Cyndeo Wealth Partners, LLC 0.03% Add +2.9% 4,152 $493K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Reduce -1.5% 4,151 $493K
Lantz Financial LLC 0.11% No change 4,132 $491K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +9.7% 4,125 $490K
Ballentine Capital Advisors, Inc 0.22% Reduce -5.0% 4,106 $488K
First PREMIER Bank 0.11% Reduce -0.1% 4,093 $486K
Tribridge Partners Financial LLC 0.22% Reduce -1.3% 4,065 $486K
GM Advisory Group, LLC 0.02% Add +1.9% 4,051 $481K
Hollencrest Capital Management 0.02% Add +0.0% 4,050 $481K
Mosaic Financial Group, LLC 0.34% Add +0.1% 4,040 $480K
Diversify Wealth Management, LLC 0.03% Add +42.5% 4,066 $480K
Gouws Capital LLC 0.26% No change 4,025 $478K
Keystone Wealth Services, LLC 0.10% Add +1.7% 4,020 $478K
SeaCrest Wealth Management, LLC 0.05% Reduce -65.6% 3,997 $477K
Orrstown Financial Services Inc. 0.08% Reduce -42.0% 4,009 $476K
Plum Street Advisors, LLC 0.18% Add +0.3% 4,008 $476K
CVFG LLC 0.34% Add +6.9% 4,005 $476K
Lam Group, Inc. 0.29% No change 4,000 $475K
Founders Financial Alliance, LLC 0.09% Reduce -3.6% 3,999 $475K
Shepherd Financial Partners LLC 0.05% Reduce -32.8% 3,997 $475K
Balefire, LLC 0.09% Reduce -7.0% 3,968 $472K
Rollins Financial Advisors, LLC 0.07% Add +36.0% 3,962 $471K
KCM Investment Advisors LLC 0.02% Reduce -1.7% 3,954 $470K
Client 1ST Advisory Group, LLC 0.16% Reduce -0.9% 3,938 $468K
Aufman Associates Inc 0.26% Add +0.2% 3,931 $467K
Ironwood Investment Counsel, LLC 0.07% Add +0.2% 3,929 $467K
Nicolet Advisory Services, LLC 0.04% Reduce -2.4% 3,895 $461K
LifeSteps Financial, Inc. 0.30% No change 3,870 $460K
BlueStem Wealth Partners, LLC 0.05% Reduce -4.6% 3,859 $459K
Cascade Financial Partners, LLC 0.05% Add +0.0% 3,852 $458K
Duncker Streett & Co. Inc. 0.08% No change 3,843 $457K
Cherry Tree Wealth Management, LLC 0.10% No change 3,833 $455K
DKM Wealth Management, Inc. 0.37% Reduce -1.0% 3,830 $455K
Altus Wealth Group LLC 0.19% Reduce -7.5% 3,802 $452K
Sound Income Strategies, LLC 0.02% Reduce -9.3% 3,830 $452K
Alerus Financial NA 0.02% Reduce -0.4% 3,797 $451K
F&V Capital Management, LLC 0.10% No change 3,770 $448K
Fortress Private Ledger, LLC 0.16% Reduce -25.7% 3,770 $448K
Kwmg, LLC 0.04% Reduce -2.9% 3,763 $447K
NCM Capital Management, LLC 0.17% Add +4.6% 3,753 $446K
AlphaCore Capital LLC 0.01% Reduce -0.6% 3,743 $445K
Willner & Heller, LLC 0.34% Reduce -2.3% 3,730 $443K
T. Rowe Price Associates Inc. 0.00% No change 3,724 $443K
Milestone Asset Management Group, LLC 0.28% Add +0.3% 3,712 $441K
Garner Asset Management Corp 0.18% Reduce -0.3% 3,710 $441K
Rainey & Randall Wealth Advisors Inc. 0.07% Add +0.1% 3,699 $439K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -0.9% 11,637 $439K
Heron Bay Capital Management 0.08% Add +75.0% 3,689 $438K
Teamwork Financial Advisors, LLC 0.05% Reduce -38.0% 3,684 $438K
Sentinel Trust Co. Lba 0.04% No change 3,672 $436K
Hixon Zuercher, LLC 0.13% New 3,656 $434K
Orgel Wealth Management, LLC 0.01% Reduce -12.6% 3,655 $434K
Milestone Asset Management, LLC 0.08% New 3,646 $433K
Wells Financial Advisors INC 0.58% Reduce -8.3% 3,642 $433K
Dagco, Inc. 0.11% Reduce -8.6% 3,639 $432K
Truvestments Capital LLC 0.08% Reduce -3.4% 3,627 $431K
Oarsman Capital, Inc. 0.06% Add +11.5% 3,609 $429K
Sentry LLC 0.11% No change 3,604 $428K
Carbahal Olsen Financial Services Group, LLC 0.34% Reduce -0.4% 3,581 $426K
CFM Wealth Partners LLC 0.06% No change 3,577 $425K
Sterling Capital Management LLC 0.01% Reduce -40.5% 3,565 $424K
Weaver Capital Management LLC 0.09% Reduce -3.2% 3,555 $422K
High Probability Advisors, LLC 0.06% Reduce -2.0% 3,554 $422K
True Link Financial Advisors, LLC 0.03% Add +43.6% 3,549 $422K
Bedel Financial Consulting, Inc. 0.05% Reduce -0.5% 3,545 $421K
ARS Wealth Advisors Group, LLC 0.04% Reduce -4.6% 3,541 $421K
Columbia Advisory Partners LLC 0.29% No change 3,536 $420K
Mairs & Power Inc. 0.00% Add +15.2% 3,517 $418K
TCP Asset Management, LLC 0.07% Reduce -0.3% 3,509 $417K
West Michigan Advisors, LLC 0.10% Reduce -2.9% 3,508 $417K
Wiser Advisor Group LLC 0.52% Add +0.4% 3,508 $417K
Team Hewins, LLC 0.14% New 3,507 $417K
Crux Wealth Advisors 0.17% Reduce -3.9% 3,506 $417K
Johnson Bixby & Associates, LLC 0.05% Reduce -18.8% 3,500 $416K
ARS Investment Partners, LLC 0.03% No change 3,500 $416K
M1 Capital Management LLC 0.18% Reduce -3.3% 3,493 $415K
Bensler, LLC 0.04% Add +2.4% 3,483 $414K
Capstone Financial Advisors, Inc. 0.02% Reduce -21.6% 3,478 $413K
Howard Wealth Management, LLC 0.19% Reduce -0.1% 3,476 $413K
Traveka Wealth, LLC 0.18% Reduce -19.6% 3,473 $413K
Rossby Financial, LCC 0.14% Reduce -6.0% 3,461 $412K
Investment Partners Asset Management, Inc. 0.27% Reduce -0.2% 3,470 $412K
Invst, LLC 0.05% Add +1.8% 3,464 $412K
CGN Advisors LLC 0.03% Reduce -0.3% 3,463 $411K
Clarendon Private LLC 0.37% Add +0.4% 3,455 $411K
Avaii Wealth Management, LLC 0.16% Add +5.5% 3,454 $410K
Buttonwood Financial Advisors Inc. 0.14% Reduce -1.1% 3,450 $410K
PSI Advisors, LLC 0.11% Reduce -6.8% 3,446 $409K
Stonebridge Capital Advisors LLC 0.03% Add +3.0% 3,443 $409K
Petra Financial Advisors Inc. 0.24% Add +0.0% 3,427 $407K
Creekmur Asset Management LLC 0.07% Reduce -0.7% 3,425 $407K
Traub Capital Management LLC 0.40% No change 3,423 $407K
Independent Wealth Network Inc. 0.13% Add +1.1% 3,408 $405K
Bath Savings Trust Co 0.04% Add +6.7% 3,407 $405K
Legacy Edge Advisors, LLC 0.05% Add +15.6% 3,399 $404K
WealthPLAN Partners, LLC 0.06% Reduce -12.6% 3,393 $403K
Poehling Capital Management, INC. 0.08% No change 3,393 $403K
Ballast, Inc. 0.10% Reduce -15.1% 3,376 $401K
BTC Capital Management, Inc. 0.03% Reduce -1.7% 3,361 $399K
Mitchell Capital Management Co. 0.07% Reduce -4.5% 3,360 $399K
Kingsman Wealth Management, Inc. 0.22% Reduce -14.7% 3,359 $399K
LexAurum Advisors, LLC 0.06% Reduce -3.5% 3,353 $398K
Private Wealth Management Group, LLC 0.11% Reduce -0.3% 3,353 $398K
GatePass Capital, LLC 0.23% New 3,352 $398K
Davidson Investment Advisors 0.02% No change 3,350 $398K
Guardian Asset Advisors, LLC 0.21% Reduce -84.2% 3,339 $397K
Endeavor Private Wealth, Inc. 0.12% New 3,334 $396K
Private Management Group Inc. 0.01% Reduce -1.1% 3,327 $395K
TFB Advisors LLC 0.12% Reduce -9.8% 3,340 $395K
Sage Capital Management, LLC 0.18% Add +0.2% 3,326 $395K
Sierra Capital LLC 0.04% Reduce -28.5% 3,327 $395K
Fund Evaluation Group, LLC 0.01% Add +10.4% 3,324 $395K
Fortitude Advisory Group L.L.C. 0.21% Reduce -6.3% 3,318 $394K
Hanson & Doremus Investment Management 0.05% No change 3,313 $394K
Concentrum Wealth Management 0.11% Add +42.2% 3,314 $394K
Prasad Wealth Partners, LLC 0.11% Add +4.0% 3,310 $393K
Forum Financial Management, LP 0.01% No change 3,305 $393K
Trust Point Inc. 0.03% Add +3.4% 3,301 $392K
Foster & Motley Inc. 0.02% Add +0.1% 3,291 $391K
RMR Capital Management, LLC 0.27% No change 3,273 $389K
SIMA Wealth Partners, LLC 0.30% Reduce -0.4% 3,272 $389K
Frank, Rimerman Advisors LLC 0.02% No change 3,264 $388K
Sage Rhino Capital LLC 0.07% Reduce -0.0% 3,248 $386K
Fairview Capital Investment Management, LLC 0.02% No change 3,244 $385K
Alpha Cubed Investments, LLC 0.01% Reduce -11.4% 3,236 $384K
Trademark Financial Management, LLC 0.22% Add +0.3% 3,230 $384K
Portland Financial Advisors Inc 0.82% No change 3,228 $384K
Koss-Olinger Consulting, LLC 0.03% Reduce -0.2% 3,485 $381K
High Falls Advisors, Inc 0.08% Add +0.1% 3,195 $380K
Heritage Trust Co 0.04% No change 3,168 $376K
D.B. Root & Company, LLC 0.10% Add +38.3% 3,166 $376K
Arbor Wealth Advisors LLC 0.28% No change 3,164 $376K
Northside Capital Management, LLC 0.03% No change 3,158 $375K
Castle Wealth Management LLC 0.13% No change 3,158 $375K
Red Door Wealth Management, LLC 0.04% Add +55.6% 3,158 $375K
Bank of New Hampshire 0.09% Reduce -6.8% 3,156 $375K
New England Private Wealth Advisors LLC 0.05% Add +0.1% 3,154 $375K
Wingate Wealth Advisors, Inc. 0.26% Add +1.4% 3,143 $374K
Kaydan Wealth Management, Inc. 0.11% Reduce -5.3% 3,143 $373K
Vident Advisory, LLC 0.00% Add +0.0% 3,142 $373K
Harbor Asset Planning, Inc. 0.33% Add +0.3% 3,138 $373K
Washington Trust Bank 0.03% Reduce -12.8% 3,138 $373K
Midwest Capital Advisors, LLC 0.18% Add +2.3% 3,131 $372K
waypoint wealth counsel 0.15% Reduce -19.9% 3,129 $372K
Financial Freedom, LLC 0.19% Reduce -32.4% 3,127 $372K
Elevatus Welath Management 0.11% Add +47.1% 3,124 $371K
Activest Wealth Management 0.07% Reduce -22.5% 3,119 $371K
Fermata Advisors, LLC 0.09% Reduce -2.8% 3,110 $370K
Nicholas Hoffman & Company, LLC. 0.01% Add +42.5% 3,103 $369K
William Howard & Co Financial Advisors Inc 0.31% Reduce -5.2% 3,102 $369K
Foundry Financial Group, Inc. 0.19% Reduce -1.6% 3,094 $368K
Horizon Investment Services, LLC 0.14% No change 3,093 $368K
Segment Wealth Management, LLC 0.02% Reduce -5.1% 3,089 $367K
Aspire Growth Partners LLC 0.27% Add +0.4% 3,080 $366K
Towerpoint Wealth, LLC 0.15% Add +5.2% 3,078 $366K
DRW Securities, LLC 0.02% No change 3,076 $366K
Taylor & Morgan Wealth Management, LLC 0.22% Add +49.3% 3,076 $366K
Everett Harris & Co. 0.00% Add +2.2% 3,067 $364K
Vernal Point Advisors, LLC 0.16% New 3,066 $364K
Clarity Wealth Advisors, LLC 0.08% Reduce -0.9% 3,062 $364K
Realta Investment Advisors 0.12% Add +144.4% 3,058 $363K
Acorn Financial Advisory Services Inc. 0.06% Add +6.4% 3,041 $361K
Highland Capital Management, LLC 0.02% Reduce -6.8% 3,040 $361K
Summit Global Investments 0.02% Add +32.1% 3,034 $361K
Penobscot Wealth Management 0.12% Reduce -10.5% 3,036 $361K
O'ROURKE & COMPANY, Inc 0.15% Add +5.8% 3,034 $361K
Octavia Wealth Advisors, LLC 0.04% Reduce -3.4% 3,029 $360K
Canandaigua National Bank & Trust Co. 0.03% No change 3,012 $358K
Clarity Capital Advisors, LLC 0.19% Add +0.4% 2,998 $356K
Collaborative Wealth Managment Inc. 0.14% Reduce -19.3% 2,997 $356K
Peloton Wealth Strategists 0.14% Add +2.9% 2,984 $355K
Sovran Advisors, LLC 0.03% Reduce -15.1% 3,013 $354K
Bfsg, LLC 0.03% No change 2,979 $354K
Norden Group LLC 0.04% Add +1.9% 2,978 $354K
Strategic Equity Management 0.13% Reduce -8.9% 2,971 $353K
Level Wealth Management LLC 0.18% Reduce -19.5% 2,956 $351K
Watershed Private Wealth LLC 0.11% Reduce -28.8% 2,948 $350K
Welch Group, LLC 0.01% Add +59.6% 2,936 $349K
Strata Wealth Advisors, LLC 0.09% New 2,936 $349K
Darwin Wealth Management, LLC 0.11% Add +144.1% 2,934 $349K
Baldwin Wealth Partners LLC 0.02% Reduce -1.7% 2,933 $349K
Patton Albertson Miller Group, LLC 0.04% Reduce -0.8% 2,927 $348K
Foster Dykema Cabot & Partners, LLC 0.02% Add +3.8% 2,915 $346K
Synergy Investment Management, LLC 0.13% No change 2,911 $346K
Facet Wealth, Inc. 0.01% Add +4.9% 2,911 $346K
Redmond Asset Management, LLC 0.08% Reduce -0.9% 2,908 $346K
Checchi Capital Advisers, LLC 0.02% No change 2,906 $345K
Pinney & Scofield, Inc. 0.21% No change 2,904 $345K
LMG Wealth Partners, LLC 0.06% Add +5.1% 2,901 $345K
Vermillion Wealth Management, Inc. 0.09% Reduce -8.3% 2,897 $344K
Private Client Services, LLC 0.12% Add +4.0% 2,895 $344K
Lifelong Wealth Advisors, Inc. 0.10% Add +0.0% 2,894 $344K
Potomac Fund Management Inc. 0.01% Reduce -9.9% 2,892 $344K
Strategic Wealth Investment Group, LLC 0.03% Add +0.0% 2,856 $339K
Signal Advisors Wealth, LLC 0.03% Add +33.4% 2,854 $339K
Epiq Partners, LLC 0.17% Add +1.8% 2,850 $339K
Hirtle & Co., LLC 0.01% Reduce -18.9% 2,850 $339K
Murphy, Middleton, Hinkle & Parker, Inc. 0.17% No change 2,847 $338K
Webster Bank, N. A. 0.03% No change 2,841 $338K
Core Wealth Partners LLC 0.15% Add +6.6% 2,840 $337K
West Bancorporation Inc. 0.19% Add +21.5% 2,839 $337K
Southland Equity Partners LLC 0.07% Reduce -3.9% 2,836 $337K
Woodmont Investment Counsel LLC 0.02% Reduce -4.0% 2,836 $337K
Insight Inv LLC 0.20% No change 2,828 $336K
Sterling Investment Management, LLC 0.20% Reduce -5.0% 2,826 $336K
Financial Consulate, Inc. 0.05% New 2,826 $336K
Trail Ridge Investment Advisors, LLC 0.15% Add +7.7% 2,822 $335K
M3 Advisory Group, LLC 0.21% Reduce -1.1% 2,819 $335K
Oxinas Partners, LLC 0.18% Reduce -5.4% 2,813 $334K
4WEALTH Advisors, Inc. 0.31% Add +29.4% 2,797 $332K
Sanders Morris Harris LLC 0.04% Reduce -1.4% 2,796 $332K
Copia Wealth Management 0.25% Add +16.3% 2,795 $332K
E&G Advisors, LLC 0.08% Add +12.1% 2,786 $331K
Denver Wealth Management, Inc. 0.12% Add +3.4% 2,781 $331K
Newport Capital Group, LLC 0.21% Add +0.0% 2,775 $330K
Bluespring Wealth Management, LLC 0.03% No change 2,775 $330K
Rothschild Investment LLC 0.02% No change 2,773 $330K
AA Financial Advisors, LLC 0.06% Reduce -0.8% 2,768 $329K
Vantage Point Financial LLC 0.13% No change 2,767 $329K
Opal Wealth Advisors, LLC 0.09% No change 2,762 $328K
Mayport, LLC 0.07% No change 2,762 $328K
Virtue Asset Management LLC 0.28% — 2,761 $328K
Tandem Financial, LLC 0.12% New 2,759 $328K
Family Manage LLC 0.05% Reduce -49.6% 2,753 $327K
Silver Grove Financial Group, Inc. 0.31% — 2,746 $326K
IMS Capital Management 0.15% Reduce -43.5% 2,745 $326K
Gerber, LLC 0.20% No change 2,740 $326K
Allodium Investment Consultants, LLC 0.18% Reduce -1.8% 2,736 $325K
Paragon Capital Management LLC 0.16% No change 2,703 $321K
Stonehearth Capital Management, LLC 0.12% No change 2,701 $321K
Elevated Capital Advisors, LLC 0.08% Reduce -4.1% 2,696 $320K
Dopkins Wealth Management, LLC 0.13% No change 2,690 $320K
FF Advisors,LLC 0.15% Add +2.3% 2,687 $319K
Chancellor Financial Group WB LP 0.23% Reduce -0.3% 2,682 $319K
Radnor Capital Management, LLC 0.05% Add +0.9% 2,681 $319K
Juncture Wealth Strategies, LLC 0.11% Reduce -8.1% 2,670 $317K
IAG Wealth Partners, LLC 0.04% Add +2.2% 2,664 $317K
Blodgett Wealth Advisors, LLC 0.22% No change 2,660 $316K
Aspen Wealth Management LLC 0.07% Add +2.8% 2,654 $315K
Financial Advisors Network, Inc. 0.04% Reduce -0.8% 2,637 $313K
Claris Financial LLC 0.18% Add +22.7% 2,627 $312K
Stiles Financial Services Inc 0.10% No change 2,627 $312K
Clearstead Trust, LLC 0.05% No change 2,627 $312K
Signet Investment Advisory Group, Inc. 0.15% No change 2,625 $312K
Curtis Advisory Group, LLC 0.07% Reduce -0.9% 2,616 $311K
Stillwater Capital Advisors, LLC 0.04% Add +5.2% 2,615 $311K
Bond & Devick Financial Network, Inc. 0.09% Reduce -4.7% 2,606 $310K
Riverbend Wealth Management, LLC 0.22% Reduce -3.6% 2,604 $309K
Heritage Family Offices, LLP 0.14% Reduce -11.4% 2,603 $309K
Garden State Investment Advisory Services LLC 0.08% Reduce -8.3% 2,603 $309K
Elgethun Capital Management 0.06% Reduce -27.6% 2,603 $309K
Barnes Pettey Financial Advisors, LLC 0.17% New 2,598 $309K
Ashton Thomas Securities, LLC 0.04% New 2,597 $309K
Stephen J. Garry & Associates, LLC 0.25% No change 2,596 $308K
one8zero8, LLC 0.07% Add +9.6% 2,592 $308K
PFG Private Wealth Management, LLC 0.14% Reduce -92.3% 2,589 $308K
Integrity Wealth Solutions LLC 0.14% Add +18.7% 2,589 $308K
Brand Asset Management Group, Inc. 0.09% Add +2.5% 2,580 $307K
Kendall Capital Management 0.07% No change 2,578 $306K
Kraft, Davis & Associates, LLC 0.07% Reduce -23.4% 2,551 $306K
ICONIQ Capital, LLC 0.00% Add +0.3% 2,563 $305K
Pacific Sage Partners, LLC 0.05% No change 2,551 $303K
Pollock Investment Advisors, LLC 0.24% No change 2,540 $302K
Eight 31 Financial, LLC 0.17% Add +8.3% 2,535 $301K
Dudley Capital Management, LLC 0.14% Add +9.5% 2,533 $301K
Wallace Advisory Group, LLC 0.24% No change 2,740 $299K
Rockbridge Investment Management, LCC 0.03% Reduce -1.1% 2,518 $299K
Peregrine Asset Advisers, Inc. 0.09% Reduce -4.5% 2,514 $299K
Hickory Point Bank & Trust 0.22% No change 2,508 $298K
Seelaus Asset Management LLC 0.24% Reduce -8.0% 2,494 $296K
Cim, LLC 0.04% No change 2,486 $295K
Cambria Investment Management, L.P. 0.02% New 2,481 $295K
Rockingstone Advisors LLC 0.15% Add +2.9% 2,475 $294K
Ifrah Financial Services, Inc. 0.08% Add +6.2% 2,473 $294K
Glassman Wealth Services 0.04% Reduce -6.4% 2,467 $293K
Drum Hill Capital, LLC 0.32% No change 2,465 $293K
Blue Edge Capital, LLC 0.04% Add +27.1% 2,460 $292K
Collier Financial 0.22% — 2,456 $292K
Schroder Investment Management Group 0.00% Add +36.1% 2,450 $291K
Aries Wealth Management 0.07% No change 2,446 $291K
Weaver Consulting Group 0.07% No change 2,431 $289K
Ceera Investments, LLC 0.09% New 2,430 $289K
Werba Rubin Papier Wealth Management 0.05% Reduce -12.4% 2,427 $288K
Infinity Wealth Counsel, LLC 0.28% Reduce -9.3% 2,427 $288K
DDFG, Inc 0.07% Add +1.2% 2,427 $288K
Saxony Capital Management, LLC 0.19% New 2,421 $288K
BCGM Wealth Management, LLC 0.07% No change 2,415 $287K
Members Wealth LLC 0.18% — 2,407 $287K
Investmark Advisory Group LLC 0.12% Add +0.4% 2,409 $286K
Augustine Asset Management Inc. 0.06% Reduce -0.0% 2,408 $286K
Sand Hill Global Advisors, LLC 0.01% Reduce -14.3% 2,407 $286K
Seascape Capital Management 0.08% Add +1.9% 2,410 $286K
BCS Wealth Management 0.06% Add +0.0% 2,407 $286K
GFG Capital, LLC 0.10% Add +0.8% 2,405 $286K
Cohen Klingenstein LLC 0.01% No change 2,400 $285K
Group One Trading LLC 0.01% Add +41.2% 2,399 $285K
Alterna Wealth Management, Inc. 0.23% New 2,396 $285K
Legacy Financial Advisors, Inc. 0.04% Reduce -5.3% 2,396 $285K
Blue Zone Wealth Advisors, LLC 0.06% Add +0.7% 2,388 $284K
Davidson Capital Management Inc. 0.06% No change 2,384 $283K
Colonial River Investments, LLC 0.10% Reduce -1.6% 2,368 $281K
Strategy Asset Managers LLC 0.05% Add +3.0% 2,366 $281K
Cypress Wealth Services, LLC 0.05% Add +20.1% 2,363 $281K
Chicago Capital, LLC 0.01% Reduce -2.6% 2,360 $280K
Richardson Capital Management LLC 0.13% Add +7.3% 2,360 $280K
Stanley-Laman Group, Ltd. 0.04% Reduce -2.2% 2,340 $278K
REDW Wealth LLC 0.10% Add +3.3% 2,335 $277K
Aberdeen Wealth Management LLC 0.17% No change 2,330 $277K
American Wealth Advisors, LLC 0.27% — 2,318 $275K
BOS Asset Management, LLC 0.08% New 2,315 $275K
Sfmg, LLC 0.02% Add +0.2% 2,306 $274K
MJP Associates Inc. 0.04% Add +0.0% 2,306 $274K
Concord Wealth Partners 0.04% Reduce -29.4% 2,303 $274K
Brookwood Investment Group LLC 0.04% Add +1.5% 2,297 $273K
Partners in Financial Planning 0.05% Add +0.1% 2,296 $273K
Pandora Wealth, Inc. 0.16% Reduce -10.2% 2,286 $272K
Soundwatch Capital LLC 0.04% Reduce -78.1% 2,283 $271K
Avantax Planning Partners, Inc. 0.01% Reduce -16.2% 2,277 $271K
Invested Advisors 0.39% — 2,330 $269K
Gimbal Financial 0.16% No change 2,258 $268K
Ruggaard & Associates LLC 0.10% No change 2,248 $267K
Souders Financial Advisors 0.03% Reduce -46.2% 2,248 $267K
Community Bank & Trust, Waco, Texas 0.06% Reduce -9.8% 2,243 $267K
New Insight Wealth Advisors 0.10% Reduce -1.9% 2,243 $267K
Atlantic Edge Private Wealth Management, LLC 0.07% Add +264.0% 2,242 $266K
Schnieders Capital Management, Llc. 0.04% — 2,232 $265K
Farmers National Bank 0.06% Reduce -2.5% 2,228 $265K
Dentgroup LLC 0.17% Reduce -0.4% 2,220 $264K
Sterling Wealth Management, Inc. 0.08% Reduce -7.4% 2,219 $264K
Madrona Financial Services, LLC 0.06% Add +0.1% 2,219 $264K
Warren Street Wealth Advisors, LLC 0.08% Reduce -19.4% 2,214 $263K
Phillips Wealth Planners LLC 0.22% Add +0.2% 2,195 $263K
Chris Bulman Inc 0.13% No change 2,211 $263K
Horst & Graben Wealth Management LLC 0.04% Add +2.0% 2,206 $262K
Credit Industriel Et Commercial 0.06% Reduce -57.5% 2,189 $260K
Jefferies Financial Group Inc. 0.00% Reduce -39.0% 2,183 $259K
Patten Group, Inc. 0.05% No change 2,181 $259K
Successful Portfolios LLC 0.15% New 2,176 $259K
Everhart Financial Group, Inc. 0.03% Reduce -0.5% 2,176 $259K
MRWM Advisors, LLC 0.15% No change 2,171 $258K
Voisard Asset Management Group, Inc. 0.06% Reduce -5.1% 2,171 $258K
Petix & Botte Co 0.06% Reduce -1.7% 2,164 $257K
MY Wealth Management Inc. 0.23% No change 2,160 $257K
Pegasus Asset Management, Inc. 0.08% No change 2,155 $256K
Navis Wealth Advisors, LLC 0.19% No change 2,154 $256K
James Investment Research, Inc. 0.03% Add +3.2% 2,152 $256K
Heritage Wealth Management, Inc. 0.07% Add +9.0% 2,147 $255K
North Star Asset Management Inc. 0.01% Add +15.9% 2,146 $255K
Global Trust Asset Management, LLC 0.12% Add +79.3% 2,146 $255K
OneAscent Financial Services LLC 0.02% Reduce -12.4% 2,136 $254K
Moment Partners, LLC 0.04% New 2,133 $253K
SRH Advisors, LLC 0.07% No change 2,129 $253K
FSB Premier Wealth Management, Inc. 0.08% Add +1.3% 2,127 $253K
CPA Asset Management Group, LLC 0.10% No change 2,114 $251K
ICW Investment Advisors LLC 0.09% No change 2,103 $250K
Heritage Financial Services, LLC 0.02% Reduce -0.5% 2,094 $249K
Archford Capital Strategies, LLC 0.03% No change 2,083 $248K
FSA Advisors, Inc. 0.20% New 2,082 $247K
Mosaic Family Wealth Partners, LLC 0.03% Add +0.8% 2,085 $247K
Amarillo National Bank 0.04% Reduce -1.9% 2,080 $247K
Syntegra Private Wealth Group, LLC 0.02% Reduce -8.8% 2,073 $246K
Eclectic Associates Inc. 0.05% No change 2,072 $246K
Coastwise Capital Group, LLC 0.17% New 2,070 $246K
ADG Wealth Management Group, LLC 0.19% Reduce -3.1% 2,057 $244K
Schorn Wealth LLC 0.07% No change 2,054 $244K
Reliant Investment Partners, LLC 0.19% No change 2,030 $244K
Patron Partners, LLC 0.11% Reduce -8.7% 2,046 $243K
Tenon Financial LLC 0.12% No change 2,040 $242K
Beaton Management Co. Inc. 0.11% Reduce -5.8% 2,039 $242K
Brooklyn Investment Group 0.03% No change 2,206 $241K
Rosenberg Matthew Hamilton 0.05% Reduce -5.9% 2,025 $241K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -7.3% 2,022 $240K
WoodTrust Financial Corp 0.03% Reduce -37.0% 2,012 $239K
KFG Wealth Management, LLC 0.03% New 2,004 $238K
Slagle Financial, LLC 0.09% Add +0.9% 2,000 $238K
Versant Capital Management, Inc 0.03% No change 1,995 $237K
Hemington Wealth Management 0.03% No change 1,996 $237K
Ground Swell Capital, LLC 0.52% New 1,992 $237K
Hobbs Group Advisors, LLC 0.07% New 1,991 $237K
LongView Wealth Management 0.06% Reduce -5.5% 1,981 $235K
Maryland Capital Advisors Inc. 0.08% No change 1,980 $235K
City State Bank 0.07% No change 1,978 $235K
Parcion Private Wealth LLC 0.01% New 1,972 $234K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 1,972 $234K
Zullo Investment Group, Inc. 0.09% Add +0.1% 1,968 $234K
Shira Ridge Wealth Management 0.10% New 1,968 $234K
Ameriflex Group, Inc. 0.09% Reduce -62.7% 1,966 $234K
Catalina Capital Group, LLC 0.14% Add +3.0% 1,965 $233K
LS Investment Advisors, LLC 0.03% Reduce -83.6% 1,963 $233K
Revisor Wealth Management LLC 0.08% Reduce -12.9% 1,976 $233K
LM Advisors LLC 0.03% No change 1,957 $233K
Goodwin Investment Advisory 0.25% No change 1,958 $233K
4J Wealth Management LLC 0.14% Add +0.1% 1,946 $231K
Charis Legacy Partners, LLC 0.34% New 1,945 $231K
Cardinal Point Capital Management ULC 0.02% Reduce -14.5% 1,975 $230K
Trust Co of the South 0.04% Reduce -0.3% 1,934 $230K
LifePlan Financial, LLC 0.18% Reduce -0.8% 1,932 $230K
Bcwm, LLC 0.07% New 1,930 $229K
Bernardo Wealth Planning LLC 0.04% Reduce -1.6% 1,927 $229K
Quartz Partners, LLC 0.08% Reduce -2.8% 1,925 $229K
Valued Wealth Advisors LLC 0.11% No change 1,919 $228K
Investor's Fiduciary Advisor Network, LLC 0.08% Add +3.1% 1,919 $228K
Fca Corp. 0.06% Reduce -0.9% 1,916 $228K
Financial Insights, Inc. 0.08% No change 1,912 $227K
Wealth Quarterback LLC 0.09% Add +0.3% 1,911 $227K
Blue Chip Partners, LLC 0.02% New 1,905 $226K
PDS Planning, Inc 0.02% Reduce -7.3% 1,904 $226K
Antonelli Financial Advisors, LLC 0.15% Reduce -18.6% 1,904 $226K
D L Carlson Investment Group Inc. 0.04% Reduce -22.5% 1,901 $226K
Hughes Financial Services, LLC 0.04% Reduce -4.2% 1,893 $225K
Lakeshore Capital Group, Inc. 0.18% Add +3.1% 1,894 $225K
Walled Lake Planning & Wealth Management, LLC 0.07% Add +1.8% 1,893 $225K
Stablepoint Partners, LLC 0.04% Reduce -3.9% 1,892 $225K
Kera Capital Partners, Inc. 0.03% Add +0.2% 1,890 $225K
Presilium Private Wealth, LLC 0.04% New 1,887 $224K
Nicollet Investment Management, Inc. 0.07% No change 1,885 $224K
Ascent Wealth Partners, LLC 0.03% Reduce -3.0% 1,882 $224K
Atlas Private Wealth Advisors 0.05% Reduce -51.9% 1,877 $223K
Tanager Wealth Management LLP 0.02% Add +0.2% 1,872 $222K
Legacy Bridge, LLC 0.09% No change 1,871 $222K
Waterfront Wealth Inc. 0.05% No change 1,869 $222K
Northeast Planning Associates, Inc. / NH / 0.19% No change 1,865 $222K
Guardian Wealth Advisors, LLC 0.13% New 1,864 $221K
Morton Capital Management LLC 0.04% No change 1,849 $220K
Arista Wealth Management, LLC 0.03% No change 1,848 $220K
Sierra Ocean, LLC 0.18% Reduce -1.6% 1,841 $219K
MIdWestOne Financial Group, Inc. 0.03% No change 1,840 $219K
Investment Partners, LTD. 0.08% Add +0.2% 1,839 $219K
L.K. Benson & Company, P.C. 0.12% New 1,838 $218K
Piscataqua Savings Bank 0.17% Reduce -1.9% 1,837 $218K
Jacobs & Co. 0.02% No change 1,836 $218K
Steinberganna Wealth Management 0.10% — 1,833 $218K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -12.1% 1,831 $218K
Tobias Financial Advisors, Inc. 0.03% New 1,830 $217K
Purkiss Capital Advisors LLC 0.10% Reduce -14.9% 1,830 $217K
Milestones Private Investment Advisors LLC 0.15% No change 1,830 $217K
Freestone Capital Holdings, LLC 0.01% New 1,830 $217K
Almanack Investment Partners, LLC. 0.03% Reduce -63.6% 1,829 $217K
Estate Counselors, LLC 0.02% New 1,827 $217K
Kapstone Financial Advisors LLC 0.10% Reduce -12.5% 1,825 $217K
Proactive Wealth Strategies LLC 0.09% Reduce -3.3% 1,822 $216K
First Financial Corp. 0.08% No change 1,818 $216K
Mission Creek Capital Partners, Inc. 0.04% Reduce -1.4% 1,815 $216K
Peak Retirement Planning, Inc. 0.06% New 1,815 $216K
Frisco Financial Planning LLC 0.18% Reduce -4.4% 1,813 $215K
Jim Saulnier & Associates, LLC 0.12% Reduce -3.8% 1,810 $215K
Blue Fin Capital, Inc. 0.03% Reduce -5.0% 1,804 $214K
Carret Asset Management, LLC 0.02% New 1,799 $214K
Platform Technology Partners 0.05% Reduce -11.9% 1,798 $214K
Princeton Capital Management LLC 0.06% New 1,797 $214K
Fairman Group, LLC 0.17% Add +0.3% 1,796 $213K
Wealth Management Associates, Inc. 0.08% New 1,790 $213K
Tempus Wealth Planning, LLC 0.05% Reduce -19.2% 1,789 $213K
Stenger Family Office, LLC 0.04% New 1,754 $212K
McCarthy & Cox 0.05% New 1,785 $212K
Inspirion Wealth Advisors, LLC 0.03% New 1,813 $212K
Leuthold Group, LLC 0.02% Reduce -43.5% 1,784 $212K
Byrne Financial Freedom, LLC 0.11% New 1,782 $212K
Oak Harvest Investment Services 0.02% Reduce -5.9% 1,781 $212K
Investment Research & Advisory Group, Inc. 0.07% Add +0.2% 1,780 $211K
Burt Wealth Advisors 0.05% New 1,778 $211K
Avestar Capital, LLC 0.02% New 1,773 $211K
Aegis Wealth Management LLC 0.11% New 1,770 $210K
Krilogy Financial LLC 0.01% New 1,772 $210K
Hilltop Partners LLC 0.06% Reduce -3.7% 1,766 $210K
Legacy PCG, LLC 0.13% New 1,757 $209K
Falcon Wealth Planning 0.02% New 1,747 $208K
Strategent Financial, LLC 0.15% New 1,743 $207K
Curran Financial Partners, LLC 0.04% New 1,740 $207K
Global Financial Private Client, LLC 0.07% New 1,738 $207K
J. L. Bainbridge & Co., Inc. 0.02% Reduce -10.8% 1,736 $206K
Stonebrook Private Inc. 0.04% New 1,732 $206K
Magnolia Private Wealth, LLC 0.15% New 1,729 $205K
Shum Financial Group, Inc. 0.15% — 1,726 $205K
Detalus Advisors, LLC 0.05% New 1,726 $205K
Tme Financial, Inc. 0.15% New 1,725 $205K
Kestra Investment Management, LLC 0.01% New 1,725 $205K
Partners Wealth Management, LLC 0.20% New 1,722 $205K
Integris Wealth Management, LLC 0.05% New 1,719 $204K
Drucker Wealth 3.0, LLC 0.04% New 1,718 $204K
GenWealth Group, Inc. 0.04% New 1,710 $203K
McDonald Partners LLC 0.06% New 1,708 $203K
OneAscent Family Office, LLC 0.16% New 1,705 $203K
Whalen Wealth Management Inc. 0.12% New 1,700 $202K
High Note Wealth, LLC 0.04% No change 1,700 $202K
Astoria Portfolio Advisors LLC. 0.05% Reduce -45.2% 1,682 $201K
Topsail Wealth Management, LLC 0.03% Add +0.1% 1,675 $199K
Gen-Wealth Partners Inc 0.07% No change 1,650 $196K
Cheviot Value Management, LLC 0.02% Reduce -4.1% 1,626 $196K
MGB Wealth Management, LLC 0.05% No change 1,630 $194K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,585 $188K
Red Tortoise LLC 0.08% No change 1,545 $184K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 1,541 $183K
Independence Bank of Kentucky 0.02% Reduce -4.3% 1,529 $182K
SJS Investment Consulting Inc. 0.02% Add +2852.9% 1,506 $179K
BigSur Wealth Management LLC 0.04% Reduce -66.7% 1,500 $178K
Atwood & Palmer Inc. 0.01% Add +0.1% 1,499 $178K
Parallax Volatility Advisers, L.P. 0.01% Reduce -77.3% 1,486 $177K
Islay Capital Management, LLC 0.10% Add +20.3% 1,481 $176K
Toth Financial Advisory Corp. 0.02% Add +261.6% 1,479 $176K
Essential Partners LLC 0.06% Add +76.3% 1,416 $168K
Quent Capital, LLC 0.01% New 1,415 $168K
Ballast Advisors LLC 0.04% Reduce -14.4% 1,368 $163K
Legacy Wealth Managment, LLC 0.07% Add +2.2% 1,352 $161K
CGC Financial Services, LLC 0.04% No change 1,348 $160K
Lavaca Capital LLC 0.03% No change 1,319 $157K
Creative Capital Management Investments LLC 0.05% No change 1,275 $152K
Granite Investment Partners, LLC 0.01% No change 1,270 $151K
Caitlin John, LLC 0.10% New 1,255 $149K
Optimum Investment Advisors 0.06% No change 1,229 $146K
Beaird Harris Wealth Management, LLC 0.01% Add +3.2% 1,148 $136K
Halbert Hargrove Global Advisors, LLC 0.01% Add +32.4% 1,140 $135K
Tucker Asset Management LLC 0.04% Reduce -6.7% 1,122 $133K
Register Financial Advisors LLC 0.05% Reduce -1.4% 1,118 $133K
Avalon Trust Co 0.01% No change 1,103 $131K
Morling Financial Advisors, LLC 0.04% Add +0.9% 1,098 $130K
North Capital, Inc. 0.10% Add +0.1% 1,088 $129K
Addison Advisors LLC 0.03% No change 1,055 $125K
Lowe Wealth Advisors, LLC 0.04% No change 1,036 $123K
Ceeto Capital Group, LLC 0.04% No change 1,036 $123K
HHM Wealth Advisors, LLC 0.01% No change 1,027 $122K
Logan Capital Management Inc. 0.01% No change 1,000 $119K
Seneschal Advisors, LLC 0.08% New 975 $116K
SYM FINANCIAL Corp 0.01% Reduce -14.4% 970 $115K
Cape Investment Advisory, Inc. 0.11% Reduce -34.7% 963 $114K
Raffa Wealth Management, LLC 0.02% No change 963 $114K
Acima Private Wealth, LLC 0.04% No change 953 $113K
Chilton Capital Management LLC 0.00% Add +8400.0% 935 $111K
Evensky & Katz LLC 0.01% Reduce -12.8% 930 $110K
Old Second National Bank of Aurora 0.02% Reduce -0.4% 923 $110K
JPL Wealth Management, LLC 0.03% New 920 $109K
Pin Oak Investment Advisors Inc. 0.08% No change 912 $108K
Wealth Preservation Advisors, LLC 0.06% No change 909 $108K
Evelyn Partners Investment Management (Europe) Ltd 0.04% No change 900 $107K
Measured Wealth Private Client Group, LLC 0.03% New 886 $105K
Pacifica Partners Inc. 0.04% No change 865 $103K
Premier Financial Group 0.03% Add +4.0% 874 $103K
Marshall & Sterling Wealth Advisors Inc. 0.06% Reduce -18.6% 839 $100K
Stephens Consulting, LLC 0.03% Reduce -23.8% 832 $99K
Reyes Financial Architecture, Inc. 0.07% No change 824 $98K
Grey Fox Wealth Advisors, LLC 0.02% New 822 $98K
Stone House Investment Management, LLC 0.02% Reduce -1.3% 821 $98K
Strengthening Families & Communities, LLC 0.02% New 815 $97K
Manchester Capital Management LLC 0.01% Reduce -55.6% 800 $95K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $92K
JDM Financial Group LLC 0.04% Reduce -0.9% 755 $90K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -18.0% 750 $89K
Banque Cantonale Vaudoise 0.00% No change 738 $88K
Morton Brown Family Wealth, LLC 0.03% Reduce -10.3% 739 $88K
Nemes Rush Group LLC 0.01% Add +6.5% 718 $85K
Elevate Wealth Advisory, Inc. 0.06% No change 715 $85K
LRI Investments, LLC 0.01% Add +0.1% 712 $85K
REAP Financial Group, LLC 0.02% Add +16.5% 705 $84K
North Ridge Wealth Advisors, Inc. 0.05% No change 700 $83K
GoalVest Advisory LLC 0.02% No change 699 $83K
Barnes Dennig Private Wealth Management LLC 0.09% Add +6.0% 676 $80K
MTM Investment Management, LLC 0.03% Reduce -31.1% 665 $79K
KERR FINANCIAL PLANNING Corp 0.11% — 667 $78K
Winnacle Wealth LLC 0.06% New 644 $77K
Global Wealth Strategies & Associates 0.02% Reduce -7.3% 640 $76K
Texas Capital Bancshares Inc 0.03% New 640 $76K
Mogy Joel R Investment Counsel Inc. 0.00% No change 638 $76K
Flagship Wealth Advisors, LLC 0.02% No change 635 $75K
Evelyn Partners Asset Management Ltd 0.02% No change 635 $75K
BankPlus Trust Department 0.02% Reduce -6.8% 632 $75K
Chapman Financial Group, LLC 0.05% No change 628 $75K
Davis Capital Management 0.05% — 618 $73K
Tripletail Wealth Management, LLC 0.08% New 596 $71K
FSA Wealth Management LLC 0.02% No change 1,005 $66K
Highline Wealth Partners LLC 0.02% No change 547 $65K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Reduce -84.7% 544 $65K
Compass Financial Services Inc 0.03% Add +13.3% 544 $65K
West Branch Capital LLC 0.02% No change 540 $64K
Rise Advisors, LLC 0.02% Add +53.3% 538 $64K
Bear Mountain Capital, Inc. 0.02% No change 533 $64K
FWL Investment Management, LLC 0.02% Reduce -18.3% 536 $64K
Armor Investment Advisors, LLC 0.02% Reduce -44.1% 534 $63K
NFSG Corp 0.01% Add +0.4% 529 $63K
Rice Partnership, LLC 0.01% New 518 $62K
WealthCollab, LLC 0.03% No change 502 $60K
POM Investment Strategies, LLC 0.03% New 500 $59K
MPWM Advisory Solutions, LLC 0.04% Reduce -2.4% 499 $59K
Abich Financial Wealth Management LLC 0.02% — 499 $59K
Winch Advisory Services, LLC 0.01% No change 496 $59K
Fairscale Capital, LLC 0.04% No change 495 $59K
Nalls Sherbakoff Group, LLC 0.04% Add +0.4% 476 $57K
VSM Wealth Advisory, LLC 0.02% No change 474 $56K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -26.7% 466 $54K
Quaker Wealth Management, LLC 0.02% Add +0.4% 454 $54K
Curio Wealth, LLC 0.02% Add +63.3% 441 $52K
Evolution Advisers, Inc. 0.02% No change 444 $52K
WPG Advisers, LLC 0.04% Add +306.6% 431 $51K
Financial Network Wealth Advisors LLC 0.05% Add +1.9% 418 $50K
Country Trust Bank 0.00% No change 417 $50K
Graney & King, LLC 0.03% Add +0.2% 410 $49K
Holos Integrated Wealth LLC 0.03% No change 420 $48K
Bellevue Asset Management, LLC 0.02% Add +0.3% 402 $48K
Robinswood Financial LLC 0.02% Add +3.1% 396 $47K
Park Square Financial Group, LLC 0.20% Reduce -17.8% 383 $46K
Coston, McIsaac & Partners 0.01% No change 385 $45K
Millstone Evans Group, LLC 0.03% No change 375 $45K
Perkins Coie Trust Co 0.01% No change 372 $44K
Navigoe, LLC 0.03% No change 375 $44K
WFA Asset Management Corp 0.02% No change 330 $39K
Pflug Koory, LLC 0.02% No change 317 $38K
New Millennium Group LLC 0.02% Add +105.3% 308 $37K
Advantage Trust Co 0.02% No change 307 $36K
Covestor Ltd 0.02% Add +14.0% 302 $36K
Kiker Wealth Management, LLC 0.02% Add +1.0% 302 $36K
Riverview Trust Co 0.04% No change 297 $35K
Sittner & Nelson, LLC 0.01% No change 292 $35K
C M Bidwell & Associates Ltd. 0.02% No change 291 $35K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 290 $34K
Pineridge Advisors LLC 0.01% No change 282 $33K
Bulwark Capital Corp 0.03% No change 272 $32K
Clarity Asset Management, Inc. 0.02% Add +0.4% 272 $32K
Heritage Wealth Advisors 0.00% Add +27.4% 265 $31K
Loomis Sayles & Co. L P 0.00% Reduce -89.8% 261 $31K
Tidemark, LLC 0.01% No change 260 $31K
Trust Co 0.00% Reduce -90.9% 258 $31K
Hantz Financial Services, Inc. 0.00% Add +85.4% 254 $30K
Redwood Park Advisors LLC 0.02% Add +0.4% 252 $30K
Grand Wealth Management, LLC 0.01% Reduce -4.2% 252 $30K
Peoples Financial Services Corp. 0.01% No change 250 $30K
Murphy & Mullick Capital Management Corp 0.02% No change 250 $29K
Arcadia Investment Management Corp. 0.00% No change 247 $29K
RMG Wealth Management LLC 0.00% No change 245 $29K
Your Advocates Ltd., LLP 0.01% Add +197.6% 244 $29K
Minot DeBlois Advisors LLC 0.03% Reduce -12.6% 242 $29K
Evergreen Private Wealth LLC 0.01% No change 239 $28K
Founders Capital Management 0.01% No change 238 $28K
Hoey Investments, Inc. 0.00% Reduce -11.7% 233 $28K
Signature Resources Capital Management, LLC 0.01% No change 228 $27K
DecisionPoint Financial, LLC 0.01% No change 214 $26K
Archer Investment Corp 0.01% Add +0.5% 205 $24K
Wealth Watch Advisors, INC 0.01% New 203 $24K
Kozak & Associates, Inc. 0.00% Add +316.0% 208 $24K
Field & Main Bank 0.01% No change 200 $24K
Front Row Advisors LLC 0.01% Reduce -18.3% 192 $23K
Financial Life Planners 0.02% New 191 $23K
Stuart Chaussee & Associates, Inc. 0.00% No change 187 $22K
Delta Asset Management LLC 0.00% No change 172 $20K
Nova Wealth Management, Inc. 0.01% Reduce -22.6% 171 $20K
Morgan Dempsey Capital Management LLC 0.01% No change 162 $19K
Raleigh Capital Management Inc. 0.01% Add +26.0% 160 $19K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -21.7% 159 $19K
N.E.W. Advisory Services LLC 0.00% Add +2.0% 156 $19K
Game Plan Financial Advisors, LLC 0.01% No change 154 $18K
Boreal Capital Management LLC 0.02% No change 150 $18K
Kopp Family Office, LLC 0.01% No change 141 $17K
Peterson Wealth Services 0.00% Add +3915.7% 5,622 $17K
Vermillion & White Wealth Management Group, LLC 0.01% No change 136 $16K
Breakwater Investment Management 0.01% No change 136 $16K
Tradewinds Capital Management, LLC 0.00% Reduce -25.9% 126 $15K
Imprint Wealth LLC 0.05% — 125 $15K
Financial Gravity Asset Management, Inc. 0.00% — 119 $14K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -25.9% 109 $13K
PFS Partners, LLC 0.01% Add +24.1% 108 $13K
Comprehensive Financial Planning, Inc. 0.01% Reduce -89.0% 107 $13K
Atlantic Private Wealth, LLC 0.01% Add +1.0% 104 $12K
Cornerstone National Bank & Trust Co 0.00% No change 102 $12K
BTG Pactual Asset Management US LLC 0.00% No change 108 $12K
First United Bank & Trust 0.00% No change 95 $11K
Punch & Associates Investment Management, Inc. 0.00% Add +2.1% 95 $11K
Strive Asset Management, LLC 0.01% New 87 $10K
Clean Yield Group 0.00% New 87 $10K
AllSquare Wealth Management LLC 0.01% No change 86 $10K
Resources Management Corp. /CT/ 0.00% No change 81 $10K
Kings Path Partners LLC 0.00% No change 82 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 79 $9K
1620 Investment Advisors, Inc. 0.01% No change 78 $9K
Turning Point Benefit Group, Inc. 0.01% Reduce -97.8% 75 $9K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -9.3% 68 $8K
Peachtree Investment Partners, LLC 0.00% No change 67 $8K
Gables Capital Management Inc. 0.00% No change 60 $7K
Cloud Capital Management, LLC 0.00% New 64 $7K
Affinity Wealth LLC 0.01% New 56 $7K
Evolution Wealth Management Inc. 0.01% Reduce -12.9% 54 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 53 $6K
Luminist Capital LLC 0.01% No change 50 $6K
Byrne Asset Management LLC 0.00% No change 48 $6K
TOWER TRUST & INVESTMENT Co 0.00% No change 40 $5K
Manning & Napier Advisors LLC 0.00% New 40 $5K
Guerra Advisors Inc 0.00% New 32 $4K
Future Financial Wealth Managment LLC 0.00% No change 30 $4K
Kilter Group LLC 0.00% Reduce -41.7% 28 $3K
Gleason Group, Inc. 0.00% New 28 $3K
Hartford Financial Management Inc. 0.00% Reduce -99.3% 25 $3K
SWAN Capital LLC 0.00% No change 25 $3K
Edmond DE Rothschild Holding S.A. 0.00% No change 24 $3K
Pingora Partners LLC 0.00% No change 23 $3K
Mendota Financial Group, LLC 0.00% No change 18 $2K
Prudent Man Investment Management, Inc. 0.00% No change 18 $2K
Northwest Capital Management Inc 0.00% No change 17 $2K
Horizon Bancorp Inc. 0.00% Reduce -98.9% 15 $2K
Frazier Financial Advisors, LLC 0.00% Reduce -89.1% 16 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 13 $2K
Promus Capital, LLC 0.00% No change 12 $1K
Aventura Private Wealth, LLC 0.00% Reduce -81.0% 12 $1K
Integrity Financial Corp 0.00% No change 11 $1K
Morse Asset Management, Inc 0.00% No change 8 $951
London Co. of Virginia 0.00% Reduce -60.0% 4 $493
New England Capital Financial Advisors LLC 0.00% No change 2 $238
Decker Retirement Planning Inc. 0.00% New 2 $238
Retirement Wealth Solutions LLC 0.00% No change 2 $188
CKW Financial Group 0.00% New 1 $0

"% 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.