iShares Core S&P Small-Cap EIJRETF

13F holders, Q1 2026 (March 31)
2,761holders +20
117new positions
103sold out
5famous investors
$123.97avg. 13F price*

At the end of Q1 2026, 2,761 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 20 from Q4 2025. 117 opened new positions and 103 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.4B), Bank of America Corp. ($4.2B) and FMR LLC ($2.9B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions117$161.0M
Exits103$287.0M

All 13F filers, Q4 2025 → Q1 2026: 29,352,828 shares bought and 14,837,382 shares sold, net +14,515,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,761 holders

Northwestern Mutual Wealth Management Co. 3.32% Add +2.1% 43,438,406 $5.4B
Bank of America Corp. 0.31% Add +0.6% 33,815,305 $4.2B
FMR LLC 0.15% Add +10.2% 23,576,940 $2.9B
Jones Financial Companies LLLP 1.16% Add +22.2% 19,864,667 $2.4B
Morgan Stanley 0.14% Add +0.9% 18,233,380 $2.3B
Envestnet Asset Management Inc. 0.60% Add +9.5% 17,886,533 $2.2B
LPL Financial LLC 0.55% Reduce -5.1% 16,639,004 $2.1B
Wells Fargo & Company 0.37% Reduce -1.6% 14,723,605 $1.8B
Raymond James Financial Inc. 0.54% Add +0.3% 14,138,727 $1.8B
Bank of New York Mellon Corp 0.27% Reduce -2.1% 11,802,794 $1.5B
UBS Group AG 0.22% Add +6.0% 10,154,592 $1.3B
Northern Trust Corp. 0.16% Add +1.2% 9,555,089 $1.2B
BlackRock, Inc. 0.02% Add +5.8% 9,011,629 $1.1B
Financial Engines Advisors L.L.C. 1.95% Reduce -1.3% 7,720,457 $959.7M
PNC Financial Services Group, Inc. 0.54% Reduce -4.9% 7,569,528 $941.0M
Royal Bank of Canada 0.17% Add +1.6% 7,399,368 $919.8M
Goldman Sachs Group Inc. 0.11% Add +1.8% 6,588,309 $819.0M
First Command Advisory Services, Inc. 5.45% Add +0.7% 6,512,927 $809.6M
Baird Financial Group, Inc. 1.26% Add +5.4% 6,464,078 $803.5M
Northwestern Mutual Investment Management Company, LLC 9.92% Reduce -15.6% 5,263,528 $654.3M
Glenmede Trust Co. NA 3.05% Add +0.7% 4,991,783 $620.5M
Truist Financial Corp. 0.83% Add +5.9% 4,917,393 $611.3M
US Bancorp \de 0.73% Reduce -0.8% 4,860,873 $604.3M
Ameriprise Financial Inc. 0.12% Reduce -6.5% 4,251,012 $528.5M
Regions Financial Corp. 3.24% Add +0.0% 4,011,360 $498.7M
Keybank National Association 1.74% Add +0.7% 3,838,937 $477.2M
Acorns Advisers, LLC 3.36% Add +0.7% 3,636,427 $452.0M
Cerity Partners LLC 0.63% Reduce -2.3% 3,575,908 $444.5M
HighTower Advisors, LLC 0.47% Add +5.3% 3,524,240 $438.1M
Cresset Asset Management, LLC 1.77% Add +2.0% 3,283,342 $408.2M
Fifth Third Bancorp 0.73% Add +56.3% 3,216,342 $399.8M
Cetera Investment Advisers 0.38% Add +1.4% 2,889,255 $359.2M
Natixis Advisors, LLC 0.50% Add +358.6% 2,880,600 $358.1M
Commonwealth Equity Services, LLC 0.47% Reduce -13.0% 2,699,487 $335.6M
Nationwide Fund Advisors 14.60% Add +27.6% 2,684,005 $333.6M
JPMorgan Chase & Co. 0.02% Add +16.4% 2,734,850 $330.6M
Provida Pension Fund Administrator 5.48% Reduce -15.5% 2,620,126 $325.7M
Millburn Ridgefield LLC 6.57% Add +10.7% 2,458,196 $305.6M
Catalyst Capital Advisors LLC 5.69% Add +10.7% 2,458,196 $305.6M
Pathstone Holdings, LLC 1.16% Add +2.3% 2,341,216 $291.0M
Circle Wealth Management, LLC 4.06% Add +0.0% 2,289,104 $284.6M
Alesco Advisors, LLC, An ESL Co 7.10% Reduce -3.0% 2,240,064 $278.5M
Corient Private Wealth LP 0.37% Reduce -5.2% 2,110,941 $260.5M
MAI Capital Management 1.39% Reduce -3.0% 1,969,682 $244.9M
Wealthspire Advisors, LLC 1.89% Add +2.0% 1,941,060 $241.3M
Valeo Financial Advisors, LLC 5.72% Reduce -4.2% 2,121,252 $239.3M
Clark Capital Management Group, Inc. 1.39% Add +6.9% 1,818,014 $226.0M
Rockefeller Capital Management L.P. 0.39% Add +10.9% 1,765,464 $219.5M
Focus Partners Wealth 0.24% Reduce -0.5% 1,736,782 $216.0M
Mariner, LLC 0.25% Reduce -0.4% 1,734,841 $215.6M
Stifel Financial Corp. 0.20% Add +1.2% 1,720,938 $213.9M
Bank of Montreal 0.09% Add +0.7% 1,690,865 $210.2M
Janney Montgomery Scott LLC 0.49% Add +3.1% 1,604,971 $199.5M
Haverford Trust Co 1.83% Reduce -5.0% 1,604,759 $199.5M
Steward Partners Investment Advisory, LLC 1.02% Add +1.0% 1,603,265 $199.3M
Osaic Holdings, Inc. 0.29% Add +2.3% 1,586,898 $197.3M
Mesirow Financial Investment Management, Inc. 3.16% Add +44.0% 1,568,315 $195.0M
Wealth Enhancement Advisory Services, LLC 0.40% Reduce -40.2% 1,462,756 $182.9M
Moneta Group Investment Advisors LLC 1.37% Reduce -0.2% 1,468,209 $182.5M
Modera Wealth Management, LLC 2.10% Reduce -0.1% 1,408,253 $175.1M
Bridges Investment Management Inc. 2.26% Add +1.4% 1,341,939 $166.8M
Mercer Global Advisors Inc. 0.24% Reduce -0.0% 1,325,549 $164.8M
Bleakley Financial Group, LLC 2.58% Add +22.2% 1,324,064 $164.6M
Brown Advisory Inc. 0.27% Add +24.5% 1,310,877 $163.0M
Creative Planning 0.11% Add +0.0% 1,256,876 $156.2M
Allworth Financial LP 0.63% Reduce -0.0% 1,243,836 $154.6M
Missouri Education Pension Trust 51.53% Add +46.5% 1,216,674 $151.2M
Farmers & Merchants Investments Inc. 4.16% Add +2.6% 1,213,599 $150.9M
MML Investors Services, LLC 0.42% Reduce -10.8% 1,207,467 $150.1M
Teacher Retirement System of Texas 0.61% No change 1,185,799 $147.4M
United Capital Financial Advisors, LLC 0.89% Reduce -2.4% 1,166,626 $145.0M
Assetmark, Inc. 0.29% Reduce -0.4% 1,151,858 $143.2M
Franklin Resources Inc. 0.03% Add +5.7% 1,125,512 $139.9M
Beacon Investment Advisory Services, Inc. 5.49% Add +13.1% 1,062,178 $132.0M
Victory Capital Management Inc. 0.08% Add +16.3% 1,056,586 $131.3M
Acropolis Investment Management, LLC 5.49% Add +0.0% 999,927 $124.3M
Bessemer Group Inc. 0.19% Add +7.0% 949,856 $118.1M
WestEnd Advisors, LLC 2.81% Add +2.4% 937,250 $116.5M
M&T Bank Corp 0.36% Reduce -9.3% 892,558 $111.0M
Beacon Pointe Advisors, LLC 0.59% Add +396.1% 888,163 $110.4M
Members Trust Co 3.58% Add +2.3% 866,325 $107.7M
Atlantic Union Bankshares Corp 2.05% Reduce -3.4% 856,543 $106.5M
Captrust Financial Advisors 0.19% Reduce -0.5% 856,289 $106.4M
Cambridge Investment Research Advisors, Inc. 0.27% Add +2.1% 852,360 $106.0M
Destination Wealth Management 2.71% Reduce -0.3% 838,038 $104.2M
&partners 0.50% Add +0.8% 813,855 $101.3M
State Street Corp. 0.00% Reduce -22.1% 795,423 $98.9M
Kestra Advisory Services, LLC 0.37% Add +13.5% 793,097 $98.6M
Farther Finance Advisors, LLC 0.87% Add +11.8% 737,175 $92.1M
Sequoia Financial Advisors, LLC 0.49% Add +2.3% 705,455 $87.7M
Whittier Trust Co. 0.98% Reduce -0.9% 689,021 $86.9M
Glenview Trust Co 1.36% Add +1.2% 695,134 $86.4M
First Interstate Bank 4.75% Add +0.7% 679,701 $84.5M
Accredited Investors Inc. 4.45% Add +4.4% 664,311 $82.6M
Bartlett & Co. Wealth Management LLC 1.05% Add +21.9% 603,244 $82.1M
Steele Capital Management, Inc. 3.35% Add +3.3% 650,861 $80.9M
Lido Advisors, LLC 0.31% Add +0.6% 632,966 $78.7M
Ieq Capital, LLC 0.36% Add +12.2% 627,789 $78.0M
SWF LLC 6.80% Add +4.7% 627,654 $78.0M
Principal Financial Group Inc. 0.04% Add +85.6% 623,238 $77.5M
Alaska Permanent Capital Management, LLC 5.30% Add +5.1% 608,987 $75.7M
Sage Financial Group Inc. 4.90% Add +2.3% 606,023 $75.3M
Thrivent Financial for Lutherans 0.15% Add +6.1% 605,850 $75.1M
Mission Wealth Management, LP 1.56% Reduce -1.4% 598,235 $74.4M
Klingman & Associates, LLC 3.57% Add +4.5% 592,795 $73.7M
NewEdge Advisors, LLC 0.26% Reduce -2.0% 586,348 $72.9M
Sigma Investment Counselors Inc. 3.66% Reduce -3.3% 556,913 $69.2M
St. Louis Trust Co 7.97% Reduce -2.2% 549,283 $68.3M
UMB Bank, n.a. 0.95% Reduce -4.7% 548,310 $68.2M
Peapack Gladstone Financial Corp. 0.87% Add +1.1% 546,598 $67.9M
Johnson Investment Counsel Inc. 0.54% Add +9.5% 541,795 $67.4M
Bokf, NA 1.02% Add +0.8% 539,004 $67.0M
Private Advisor Group, LLC 0.31% Add +1.1% 531,582 $66.1M
Greenleaf Trust 0.64% Reduce -5.1% 522,704 $65.0M
Horizon Investments, LLC 0.73% Add +108.2% 521,012 $64.8M
Alliancebernstein L.P. 0.02% Add +2.6% 526,010 $63.2M
Connecticut Wealth Management, LLC 2.64% Reduce -6.9% 506,188 $62.9M
Wealth Architects, LLC 5.61% Add +1.9% 506,007 $62.9M
First Business Financial Services, Inc. 5.54% Add +1.7% 500,941 $62.3M
Clearstead Advisors, LLC 0.56% Reduce -0.0% 491,344 $61.1M
Cahaba Wealth Management, Inc. 4.03% Add +3.6% 477,743 $59.4M
Abound Wealth Management 13.22% Add +5.3% 468,114 $58.2M
Brown Brothers Harriman & Co. 0.31% Reduce -0.0% 466,003 $57.9M
BLB&B Advisors, LLC 2.39% Reduce -3.0% 465,761 $57.9M
Bangor Savings Bank 4.59% Reduce -4.3% 462,245 $57.5M
Atlanta Consulting Group Advisors, LLC 12.25% Add +9.4% 458,679 $57.0M
Axxcess Wealth Management, LLC 1.82% Reduce -2.9% 457,070 $56.8M
Oakworth Capital, Inc. 3.01% Add +77.4% 456,736 $56.8M
Stratos Wealth Partners, LTD. 0.64% Add +2.4% 449,904 $55.9M
Independent Advisor Alliance 0.59% Add +3809.9% 444,630 $55.3M
Fulton Breakefield Broenniman LLC 3.56% Add +30.1% 439,606 $54.6M
Capital Asset Advisory Services LLC 2.08% Reduce -3.3% 397,764 $54.2M
SigFig Wealth Management, LLC 1.58% Add +7.5% 433,280 $53.9M
Fiduciary Trust Co 0.63% Reduce -3.3% 425,621 $52.9M
Rebalance, LLC 3.06% Add +0.1% 424,530 $52.8M
SilverOak Wealth Management LLC 8.23% Add +2.0% 418,893 $52.1M
Legacy Wealth Management, LLC 3.00% Reduce -1.1% 414,434 $51.5M
Jane Street Group, LLC 0.06% Add +9505.7% 413,238 $51.4M
Ally Invest Advisors Inc. 3.45% Add +3.5% 412,076 $51.2M
Berman McAleer LLC 6.92% Add +0.4% 407,957 $50.7M
Arcataur Capital Management LLC 13.97% Add +4.5% 403,770 $50.2M
Blair William & Co. 0.14% Add +17.0% 402,792 $50.1M
Citigroup Inc. 0.03% Reduce -0.8% 399,701 $49.7M
Pinnacle Financial Partners, Inc. 0.38% Add +1.9% 398,964 $49.6M
Principal Securities, Inc. 0.72% Add +9.8% 396,724 $49.3M
New York Life Investment Management LLC 0.42% Reduce -0.6% 395,312 $49.1M
Conning Inc. 1.69% Add +3.2% 391,664 $48.7M
Maple Capital Management, Inc. 3.22% Add +0.2% 387,501 $48.2M
Arrow Financial Corp 4.82% Add +8.3% 385,520 $47.9M
RKL Wealth Management LLC 4.28% Reduce -7.2% 382,199 $47.5M
Stockman Wealth Management, Inc. 5.22% Add +4.2% 379,279 $47.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.18% — 377,629 $46.9M
Concurrent Investment Advisors, LLC 0.51% Add +5.0% 376,969 $46.9M
Chesley Taft & Associates LLC 1.92% Add +1.3% 370,115 $46.0M
IFG Advisors, LLC 7.47% Add +1.6% 367,119 $45.6M
Becker Capital Management Inc. 1.34% Reduce -14.0% 365,673 $45.5M
Mackenzie Financial Corp. 0.05% Add +65.2% 365,320 $45.4M
Vision Capital Management, Inc. 5.71% Reduce -11.2% 363,977 $45.2M
United Bank 5.77% Reduce -7.6% 362,688 $45.1M
MCF Advisors LLC 1.97% Add +7.5% 362,222 $45.0M
Frontier Asset Management, LLC 9.36% Add +1.8% 359,157 $44.6M
Opus Capital Group, LLC 4.78% Reduce -0.3% 357,393 $44.4M
Sanctuary Advisors, LLC 0.24% Add +2.4% 353,652 $44.0M
Planning Alternatives Ltd. 5.66% Add +1.2% 352,704 $43.8M
Ballentine Partners, LLC 0.60% Reduce -2.4% 346,461 $43.1M
Pine Ridge Advisers LLC 3.04% No change 344,276 $42.8M
Trilogy Capital Inc. 1.90% Add +20.9% 343,025 $42.6M
First Financial Bank - Trust Division 3.41% Add +8.0% 340,669 $42.3M
Orion Porfolio Solutions, LLC 0.36% Add +8.2% 337,284 $41.9M
Amplius Wealth Advisors, LLC 3.48% Add +2.7% 336,052 $41.8M
Elk River Wealth Management LLC 6.93% Add +0.7% 335,521 $41.7M
Whittier Trust Co. of Nevada Inc. 0.85% Add +12.8% 326,376 $41.2M
Shoker Investment Counsel, Inc. 12.09% Reduce -1.0% 327,648 $40.7M
Summit Financial Strategies, Inc. 3.17% Add +14.8% 323,477 $40.2M
EP Wealth Advisors, LLC 0.20% Reduce -2.6% 323,464 $40.2M
Painted Porch Advisors LLC 19.12% Reduce -3.5% 322,311 $40.1M
Fi3 FINANCIAL ADVISORS, LLC 11.52% Add +6.3% 320,983 $39.9M
Starr Indemnity & Liability Co 10.14% No change 320,950 $39.9M
Envestnet Portfolio Solutions, Inc. 0.22% Reduce -16.1% 320,878 $39.9M
JFS Wealth Advisors, LLC 2.22% Add +0.1% 318,649 $39.6M
First National Trust Co 1.35% Reduce -5.4% 318,505 $39.6M
Magnus Financial Group LLC 3.24% Add +3.7% 318,491 $39.6M
Calamos Advisors LLC 0.20% Add +2619.1% 312,473 $38.8M
Founders Financial Securities LLC 2.18% Add +12.9% 295,641 $38.7M
One Day In July LLC 3.09% Reduce -2.4% 310,418 $38.6M
Advisory Services Network, LLC 0.51% Reduce -0.3% 306,945 $38.2M
Legacy Advisors, LLC 4.46% Add +12.5% 304,002 $37.8M
Colony Family Offices, LLC 9.30% Add +0.5% 303,302 $37.7M
Graves Light Lenhart Wealth, Inc. 3.92% Add +3.3% 302,697 $37.6M
Calamos Wealth Management LLC 1.30% Add +4.0% 300,957 $37.4M
Urban Financial Advisory Corp 13.03% Add +574.0% 296,544 $36.9M
Fifth Third Wealth Advisors LLC 1.24% Add +0.4% 294,296 $36.6M
Oppenheimer & Co. Inc. 0.44% Add +0.1% 293,099 $36.4M
Fiducient Advisors LLC 4.66% Add +91.3% 286,877 $35.7M
Guidance Capital, Inc. 7.89% Add +2.9% 254,679 $35.2M
Albion Financial Group 2.27% Add +0.3% 282,568 $35.1M
RTD Financial Advisors, Inc. 4.30% Reduce -1.3% 281,518 $35.0M
Capital Investment Advisors, LLC 0.51% Reduce -1.3% 278,695 $34.6M
Financial Enhancement Group LLC 4.29% Add +2.2% 255,443 $34.6M
Valmark Advisers, Inc. 0.41% Reduce -3.7% 277,426 $34.5M
Grove Bank & Trust 3.89% Reduce -0.0% 276,664 $34.4M
Alaska Wealth Advisors, LLC 4.13% Add +9.2% 276,648 $34.4M
Hudock, Inc. 5.06% Add +2.1% 276,410 $34.4M
MassMutual Private Wealth & Trust, FSB 0.93% Reduce -0.5% 275,741 $34.3M
NorthRock Partners, LLC 0.55% Reduce -1.0% 274,803 $34.2M
Hancock Whitney Corp. 0.59% Reduce -4.5% 249,372 $33.8M
Lazard Asset Management LLC 0.06% Reduce -0.7% 271,139 $33.7M
Bar Harbor Wealth Management 1.97% Add +13.4% 271,033 $33.7M
HORAN Wealth, LLC 3.20% Add +100.0% 279,520 $33.6M
Public Sector Pension Investment Board 0.10% Add +41.9% 269,486 $33.5M
MBL Wealth, LLC 2.49% Add +3.2% 264,674 $32.9M
Lowe Brockenbrough & Co. Inc. 1.64% Add +3.2% 264,601 $32.9M
Voya Financial Advisors, Inc. 3.28% Reduce -7.8% 270,015 $32.9M
World Investment Advisors 0.53% Add +7.5% 262,960 $32.7M
Ferguson Wellman Capital Management, Inc. 0.45% New 262,327 $32.6M
Madison Asset Management, LLC 0.40% Add +4.5% 260,463 $32.4M
Prudential Financial Inc. 0.04% Add +15.2% 254,200 $31.6M
Vestmark Advisory Solutions, Inc. 0.35% Add +3.8% 252,074 $31.3M
Merit Financial Group, LLC 0.23% Add +2.9% 251,474 $31.3M
Private Wealth Asset Management, LLC 3.30% Add +7.1% 248,264 $30.9M
Ashton Thomas Private Wealth, LLC 0.72% Reduce -11.9% 246,161 $30.6M
HB Wealth Management, LLC 0.20% Reduce -2.1% 244,385 $30.4M
Single Point Partners, LLC 6.03% Add +0.4% 243,717 $30.3M
Kintra Wealth, LLC 2.12% New 241,048 $30.0M
CIBC Bancorp USA Inc. 0.04% — 240,841 $29.9M
Round Rock Advisors LLC 4.55% Reduce -1.1% 238,982 $29.7M
Pinnacle Associates Ltd. 0.38% Reduce -9.3% 237,785 $29.6M
Capital Advisors Inc. 0.47% Add +4.2% 236,458 $29.4M
Oakwell Private Wealth Management, LLC 5.23% Add +6.5% 235,502 $29.3M
Commerce Bank 0.14% Add +255.3% 233,862 $29.1M
Rehmann Capital Advisory Group 1.51% Add +1.8% 233,584 $29.0M
First Financial Bankshares Inc 0.58% Add +0.4% 230,047 $28.6M
Headinvest, LLC 5.84% Reduce -0.6% 228,909 $28.5M
Elevation Point Wealth Partners, LLC 0.67% Add +29.1% 228,153 $28.4M
Resonant Capital Advisors, LLC 1.48% Reduce -17.3% 227,285 $28.3M
Proathlete Wealth Management LLC 7.83% Add +2.1% 226,928 $28.2M
Dimension Capital Management LLC 3.96% Add +23.1% 226,915 $28.2M
Range Advisory, LLC 5.15% Add +47.3% 223,169 $27.7M
Cedar Mountain Advisors, LLC 5.42% Reduce -1.0% 223,168 $27.7M
LTG Capital LLC 20.97% Add +0.7% 220,787 $27.4M
Citizens Financial Group Inc. 0.38% Reduce -5.2% 220,344 $27.4M
Savant Capital, LLC 0.13% Reduce -6.6% 220,178 $27.4M
Gladstone Institutional Advisory LLC 1.00% Add +3.5% 217,243 $27.0M
FORM Wealth Advisors, LLC 3.16% Reduce -0.3% 217,077 $27.0M
Smith, Moore & Co. 1.96% Add +1.3% 216,568 $26.9M
Truefg, LLC 7.12% Add +0.6% 216,066 $26.9M
Catalyst Financial Partners LLC 3.17% Reduce -7.7% 215,794 $26.8M
Pathway Financial Advisors LLC 3.29% Add +3.6% 211,999 $26.6M
Curi Capital, LLC 0.47% Reduce -3.6% 213,810 $26.6M
1ST Source Bank 1.37% Add +4.4% 213,558 $26.5M
First Merchants Corp. 1.01% Reduce -2.6% 212,491 $26.4M
Conservest Capital Advisors, Inc. 2.39% Add +42.4% 212,417 $26.4M
Kelman-Lazarov, Inc. 3.78% Add +1.4% 212,193 $26.4M
Courier Capital LLC 1.47% Add +27.4% 211,859 $26.3M
Consolidated Portfolio Review Corp 2.40% No change 211,747 $26.3M
Birch Hill Investment Advisors LLC 1.18% Reduce -0.4% 210,832 $26.2M
Northwest Quadrant Wealth Management, LLC 5.38% Reduce -3.3% 208,071 $25.9M
Pittenger & Anderson Inc. 1.03% Add +4.4% 207,943 $25.8M
HSBC Holdings PLC 0.02% Add +13.2% 206,198 $25.6M
Arkadios Wealth Advisors 0.42% Reduce -1.4% 206,141 $25.6M
King Wealth Management Group 3.20% Add +2.7% 206,133 $25.6M
Parkway Wealth Management Group, LLC 3.24% Reduce -8.9% 195,758 $25.6M
Fiduciary Alliance LLC 1.54% Add +18.9% 193,386 $25.6M
Cutler Investment Counsel LLC 2.63% Add +1.3% 205,385 $25.5M
Trifecta Capital Advisors, LLC 3.94% Add +11.6% 204,747 $25.5M
Midwest Trust Co 0.31% Reduce -1.3% 200,793 $25.0M
C V Starr & Co. Inc. 12.99% No change 200,458 $24.9M
Financial Management Network Inc. 3.78% Reduce -1.8% 188,570 $24.7M
Harbour Trust & Investment Management Co 2.61% Reduce -1.2% 198,163 $24.6M
Earned Wealth Advisors, LLC 1.62% Add +2.8% 195,198 $24.3M
Legal & General Group Plc 0.01% Add +115.1% 194,834 $24.2M
Roth Financial Partners LLC 8.23% Reduce -2.1% 194,116 $24.1M
D.A. Davidson & Co. 0.15% Reduce -8.0% 193,084 $24.0M
FFT Wealth Management LLC 4.32% Add +12.9% 191,861 $23.9M
Lutz Financial Services LLC 1.60% Add +0.4% 191,849 $23.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +96.7% 191,168 $23.8M
Simmons Bank 1.58% Reduce -1.0% 189,522 $23.6M
Perigon Wealth Management, LLC 0.43% Reduce -3.8% 188,732 $23.5M
West Paces Advisors Inc. 4.54% Reduce -2.6% 188,708 $23.5M
Verum Partners LLC 4.34% Reduce -13.9% 183,973 $22.9M
Smithfield Trust Co 0.99% Add +2.9% 183,805 $22.8M
Cornerstone Advisory, LLC 2.16% Add +5.2% 183,117 $22.8M
Evergreen Advisors, LLC 5.33% Add +2.9% 182,591 $22.7M
EFG International AG 0.49% Reduce -1.6% 180,846 $22.5M
Integrated Wealth Concepts LLC 0.18% Add +6.1% 179,734 $22.3M
Bank of Nova Scotia 0.04% Add +0.6% 179,710 $22.3M
LBMC Investment Advisors, LLC 1.36% Add +1.1% 178,762 $22.2M
Cambridge Capital Management, LLC 9.57% Add +1.9% 178,661 $22.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.32% Add +9.5% 178,068 $22.1M
Fiera Capital Corp 0.08% Reduce -27.6% 177,931 $22.1M
New England Professional Planning Group Inc. 9.21% Add +1.6% 177,333 $22.0M
Park Avenue Securities LLC 0.17% Add +3.1% 176,937 $22.0M
Summit Asset Management, LLC 3.06% Add +1.4% 176,664 $22.0M
Wealthspire Retirement, LLC 1.31% Add +15.3% 175,565 $21.8M
Avidian Wealth Enterprises, LLC 0.69% Reduce -43.1% 174,878 $21.7M
CJM Wealth Advisers, Ltd. 6.62% Reduce -2.0% 174,853 $21.7M
Whitcomb & Hess, Inc. 5.06% Add +2.1% 174,606 $21.7M
Inlight Wealth Management, LLC 8.02% Add +14.3% 200,446 $21.7M
Sigma Planning Corp 0.60% Reduce -10.0% 174,257 $21.7M
Valley Forge Investment Consultants Inc. Adv 6.48% No change 174,039 $21.6M
Fusion Family Wealth, LLC 1.61% Reduce -0.5% 173,891 $21.6M
Crewe Advisors LLC 1.84% Add +17.6% 173,848 $21.6M
Twele Capital Management, Inc. 3.85% Reduce -0.8% 173,598 $21.6M
Fort Henry Capital, LLC 13.03% Add +0.9% 173,329 $21.5M
Quadrant Capital Group LLC 0.64% Reduce -1.7% 173,238 $21.5M
Baron Wealth Management LLC 6.40% Reduce -9.8% 172,228 $21.4M
Granite Bay Wealth Management, LLC 4.54% Add +2.7% 171,893 $21.4M
ESL Trust Services, LLC 4.07% Add +0.6% 171,518 $21.3M
Chicago Partners Investment Group LLC 0.48% Add +2.8% 157,122 $21.3M
Keener Financial Planning LLC 8.96% Add +3.0% 171,412 $21.3M
Pure Financial Advisors, LLC 0.31% Add +1.6% 171,406 $21.3M
Crescent Grove Advisors, LLC 2.10% Reduce -1.1% 170,449 $21.2M
Apollon Wealth Management, LLC 0.34% Reduce -2.7% 169,269 $21.0M
WASHINGTON TRUST Co 0.71% Reduce -0.1% 168,547 $21.0M
Baron Silver Stevens Financial Advisors, LLC 3.02% Add +2.3% 167,681 $20.8M
Navalign, LLC 5.21% Add +0.3% 166,187 $20.7M
Evergreen Capital Management LLC 0.45% Reduce -3.0% 165,270 $20.5M
Harbor Group, Inc. 2.95% Reduce -4.9% 164,269 $20.4M
Journey Strategic Wealth LLC 0.50% Reduce -0.3% 163,315 $20.3M
Southern Capital Advisors, LLC 9.48% Add +6.6% 162,820 $20.2M
Callan Family Office, LLC 0.46% Add +14.0% 162,669 $20.2M
Ironwood Wealth Management, Inc. 9.06% Reduce -1.3% 154,651 $20.2M
Oppenheimer Asset Management Inc. 0.23% Add +177.9% 161,165 $20.0M
Lodestar Private Asset Management LLC 1.97% Add +5.6% 161,024 $20.0M
Cwm, LLC 0.05% Reduce -3.6% 160,957 $20.0M
Goelzer Investment Management, Inc. 0.97% Reduce -1.1% 160,901 $20.0M
PKS Advisory Services, LLC 4.62% Reduce -0.5% 159,751 $19.9M
Wallington Asset Management, LLC 2.61% Reduce -43.6% 157,733 $19.6M
Cary Street Partners Financial LLC 0.48% Add +2.4% 156,719 $19.5M
Victory Financial Group, LLC 2.39% Add +1.0% 156,215 $19.4M
Ritter Daniher Financial Advisory LLC / DE 3.29% Reduce -1.0% 156,148 $19.4M
BOK Financial Private Wealth, Inc. 1.16% Reduce -1.4% 154,199 $19.2M
MainStreet Investment Advisors LLC 2.88% Reduce -2.9% 153,949 $19.1M
Pinnacle Wealth Management Advisory Group, LLC 1.31% Reduce -13.6% 153,802 $19.1M
Yousif Capital Management, LLC 0.22% Reduce -18.7% 152,835 $19.0M
FSM Wealth Advisors, LLC 2.44% Reduce -6.0% 152,551 $19.0M
Caliber Wealth Management, LLC / KS 2.06% Reduce -1.2% 151,331 $18.8M
Mullooly Asset Management, Inc. 6.94% Reduce -2.2% 151,182 $18.8M
Segall Bryant & Hamill, LLC 0.27% Reduce -2.9% 151,007 $18.8M
Human Investing LLC 2.73% Reduce -10.2% 150,869 $18.8M
Liquid Strategies, LLC 3.99% Add +11.5% 149,327 $18.6M
Arkos Global Advisors 2.33% Add +5.8% 149,126 $18.5M
GFS Advisors, LLC 1.20% Reduce -1.6% 149,042 $18.5M
Encompass Wealth Advisors, LLC 6.41% Reduce -0.1% 148,244 $18.4M
Belpointe Asset Management LLC 0.66% Add +21.9% 145,957 $18.1M
CWS Financial Advisors, LLC 4.65% Reduce -14.4% 145,841 $18.1M
Wealthcare Advisory Partners LLC 0.35% Reduce -23.3% 145,636 $18.1M
Composition Wealth, LLC 0.25% Add +135.5% 145,288 $18.1M
Titleist Asset Management, LLC 1.36% Add +5.0% 144,521 $18.0M
Laurel Wealth Advisors LLC 1.76% Add +2.5% 128,712 $17.8M
jvl associates llc 5.93% Add +0.8% 142,317 $17.7M
Allstate Corp. 0.19% Add +2740.1% 142,007 $17.7M
Welch & Forbes LLC 0.23% Add +2.3% 141,144 $17.5M
Fairway Wealth LLC 4.63% Add +1.0% 141,139 $17.5M
Fortis Capital Advisors, LLC 2.30% Add +27.9% 141,117 $17.5M
Ancora Advisors LLC 0.37% Add +2.6% 141,069 $17.5M
AQR Capital Management 0.01% Add +36.9% 144,679 $17.5M
Venturi Wealth Management, LLC 0.78% Add +578.4% 139,095 $17.3M
Heritage Investment Group, Inc. 2.61% Add +4.2% 138,569 $17.2M
Summit Financial Wealth Advisors, LLC 2.42% Reduce -3.8% 137,566 $17.1M
Robertson Stephens Wealth Management, LLC 0.48% Add +53.5% 136,932 $17.0M
YHB Investment Advisors, Inc. 1.22% Reduce -6.6% 136,684 $17.0M
Vicus Capital 1.25% Reduce -19.3% 136,206 $16.9M
Newton One Investments LLC 4.59% Add +319.4% 136,144 $16.9M
Trustees of Dartmouth College 6.72% Reduce -22.1% 136,011 $16.9M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +1.5% 136,000 $16.9M
LGL Partners, LLC 6.90% Add +2.3% 134,868 $16.8M
Prime Capital Investment Advisors, LLC 0.19% Reduce -0.8% 134,524 $16.7M
Ironwood Financial, llc 2.92% Add +1.8% 134,483 $16.7M
Money Concepts Capital Corp. 0.92% Add +2.4% 134,376 $16.7M
Sunflower Bank, N.A. 4.25% Add +0.6% 134,078 $16.7M
Omega Financial Group, LLC 5.47% Add +2.7% 133,423 $16.6M
Ritholtz Wealth Management 0.29% Reduce -6.1% 132,942 $16.5M
Hardy Reed LLC 1.20% Reduce -0.0% 132,377 $16.5M
Forvis Mazars Wealth Advisors, LLC 0.31% Add +2.7% 132,246 $16.4M
Transamerica Financial Advisors, LLC 1.40% Reduce -9.2% 132,068 $16.4M
NewEdge Wealth, LLC 0.20% Add +5.2% 131,858 $16.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Add +4.1% 131,622 $16.4M
Summit Financial, LLC 0.21% Reduce -9.0% 131,190 $16.3M
Paradigm, Strategies in Wealth Management, LLC 11.01% Reduce -6.6% 130,575 $16.2M
Burling Wealth Partners, LLC 2.61% Add +0.3% 129,831 $16.1M
ProVise Management Group, LLC 1.16% Reduce -0.9% 129,676 $16.1M
HCR Wealth Advisors 1.67% Add +0.3% 129,328 $16.1M
Heck Capital Advisors, LLC 1.19% Reduce -1.4% 129,139 $16.1M
Panoramic Capital Partners, LLC 9.85% Add +3.4% 128,607 $16.0M
Bank of Stockton 4.93% Reduce -13.9% 128,215 $15.9M
SCS Capital Management LLC 0.17% Reduce -4.8% 128,161 $15.9M
State of Tennessee, Department of Treasury 0.05% No change 127,699 $15.9M
KMG Fiduciary Partners, LLC 1.17% Add +61.5% 127,678 $15.9M
McKinley Carter Wealth Services, Inc. 0.91% Reduce -8.1% 127,395 $15.8M
Sapient Capital LLC 0.24% Add +8.9% 126,454 $15.7M
Guidance Point Advisors, LLC 3.81% Add +1.3% 126,226 $15.7M
CoreCap Advisors, LLC 0.53% Reduce -26.2% 125,864 $15.6M
Factor Wealth Management LTD 2.93% Add +100.8% 125,220 $15.6M
Venture Visionary Partners LLC 0.52% Add +1.3% 125,090 $15.6M
Morris Financial Concepts, Inc. 5.27% Add +2.1% 124,933 $15.5M
Wilmington Savings Fund Society, FSB 0.37% Add +23.4% 124,228 $15.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.43% Reduce -0.8% 123,860 $15.4M
Certuity, LLC 1.01% Add +66.1% 123,799 $15.4M
Francis Financial, Inc. 2.84% Add +4.4% 122,979 $15.3M
First Bank & Trust 2.46% Add +1.7% 122,880 $15.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.89% Reduce -2.2% 122,300 $15.2M
Regal Investment Advisors LLC 0.88% Reduce 0.0% 122,203 $15.2M
Modern Wealth Management, LLC 0.26% Reduce -0.7% 121,531 $15.2M
Blue Square Asset Management, LLC 7.17% Add +0.2% 121,430 $15.1M
Bailard, Inc. 0.35% Reduce -0.2% 121,389 $15.1M
Sagespring Wealth Partners, LLC 0.27% Reduce -11.7% 121,225 $15.1M
Harbour Investments, Inc. 0.23% Add +25.0% 120,804 $15.0M
Rwa Wealth Partners, LLC 0.16% Reduce -24.4% 120,283 $15.0M
Neumann Capital Management, LLC 4.32% Add +0.2% 118,021 $14.7M
Gotham Asset Management 0.04% Add +12.3% 116,414 $14.5M
O'shaughnessy Asset Management, LLC 0.07% Add +29.8% 116,055 $14.4M
Melone Private Wealth, LLC 5.85% Add +6.0% 115,143 $14.3M
Argent Trust Co 0.48% Add +3.3% 114,904 $14.3M
Empowered Funds, LLC 0.09% New 114,873 $14.3M
Investment Advisory Group, LLC 3.62% Reduce -3.8% 114,573 $14.2M
Centerpoint Advisors, LLC 4.61% Reduce -9.7% 114,077 $14.2M
Community Bank, N.A. 1.68% Reduce -0.5% 113,720 $14.1M
Norris Perne & French LLP 0.69% Reduce -4.6% 113,675 $14.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.90% Reduce -1.1% 113,198 $14.1M
Barclays PLC 0.01% Add +598.8% 112,972 $14.0M
SouthState Bank Corp 0.65% Reduce -5.2% 112,811 $14.0M
NorthCoast Asset Management LLC 0.32% Add +65.3% 112,450 $14.0M
Nottingham Advisors, Inc. 1.79% Reduce -0.3% 111,700 $13.9M
PACK Private Wealth, LLC 6.34% Add +1.0% 111,018 $13.8M
OneDigital Investment Advisors LLC 0.13% Reduce -9.3% 110,304 $13.7M
Marino, Stram & Associates LLC 2.46% Add +0.0% 110,136 $13.7M
Kestra Private Wealth Services, LLC 0.17% Add +8.5% 109,775 $13.6M
Capital Group Private Client Services, Inc. 0.23% Add +2.0% 109,400 $13.6M
CCG Wealth Management, LLC 3.66% Add +25.0% 108,737 $13.5M
IHT Wealth Management, LLC 0.31% Reduce -0.5% 108,578 $13.5M
DAVENPORT & Co LLC 0.07% Add +4.4% 108,403 $13.5M
Cranbrook Wealth Management, LLC 2.71% Reduce -3.2% 107,362 $13.3M
Beirne Wealth Consulting Services, LLC 3.77% Add +102.0% 107,312 $13.3M
Waverly Advisors, LLC 0.10% Reduce -0.2% 107,304 $13.3M
TCI Wealth Advisors, Inc. 0.71% Add +0.3% 107,256 $13.3M
Fidelis Capital Partners, LLC 0.95% Add +14.4% 107,198 $13.3M
IFP Advisors, Inc 0.28% Add +2.8% 106,859 $13.3M
NewSquare Capital LLC 1.16% Reduce -2.0% 106,809 $13.3M
Titan Global Capital Management USA LLC 1.96% Add +11.6% 105,962 $13.2M
LVW Advisors, LLC 1.28% Reduce -9.8% 105,491 $13.1M
TD Waterhouse Canada Inc. 0.04% Add +118.5% 104,763 $13.1M
Proffitt & Goodson Inc. 2.02% Reduce -7.6% 104,999 $13.1M
Meridian Management Co. 3.23% Reduce -8.5% 104,410 $13.0M
Cim Investment Management Inc. 3.46% Reduce -0.5% 104,389 $13.0M
Crestwood Advisors Group, LLC 0.22% Add +2.1% 103,002 $12.8M
TD Private Client Wealth LLC 0.27% Reduce -11.9% 102,851 $12.8M
Balyasny Asset Management L.P. 0.03% Reduce -33.3% 102,769 $12.8M
Peninsula Asset Management Inc. 6.51% Reduce -2.5% 102,482 $12.7M
Iowa State Bank 2.32% Reduce -36.0% 101,538 $12.6M
Towercrest Capital Management 1.97% Add +4.0% 101,461 $12.6M
Houlihan Financial Resource Group, Ltd. 4.91% Reduce -0.6% 101,288 $12.6M
Schneider Downs Wealth Management Advisors, LP 1.39% Reduce -0.9% 101,258 $12.6M
Exchange Traded Concepts, LLC 0.10% Reduce -14.3% 101,221 $12.6M
Summit Trail Advisors, LLC 0.18% Add +6.9% 101,203 $12.6M
McGuire Investment Group, LLC 1.41% Add +0.0% 100,274 $12.5M
Nestegg Advisors, Inc. 10.91% Reduce -2.5% 99,896 $12.4M
Sageworth Trust Co 0.53% Reduce -0.8% 99,836 $12.4M
JNBA Financial Advisors 1.03% Reduce -2.5% 99,452 $12.4M
Howe & Rusling Inc. 0.81% Add +10.4% 99,298 $12.3M
Next Level Wealth Planning, LLC 6.34% Add +2.1% 99,228 $12.3M
Tortoise Investment Management, LLC 1.02% Reduce -0.3% 99,019 $12.3M
Diversified Management Inc. 2.11% Add +1.6% 98,942 $12.3M
Harbor Advisory Corp. 3.68% Add +25.1% 98,493 $12.2M
Caldwell Trust Co 1.09% Add +3.9% 97,715 $12.1M
Palisade Capital Management, LP 0.44% Add +129.9% 97,614 $12.1M
Sprinkle Financial Consultants LLC 5.57% Reduce -0.1% 96,709 $12.0M
4Thought Financial Group Inc. 5.93% Reduce -4.9% 96,497 $12.0M
Camden National Bank 1.62% Add +3.8% 96,096 $11.9M
Fifth Third Securities, Inc. 0.77% Reduce -8.4% 95,918 $11.9M
Palisades Hudson Asset Management, L.P. 4.64% Reduce -0.1% 95,738 $11.9M
Sylvest Advisors, LLC 6.28% Add +1.3% 94,929 $11.8M
Gateway Wealth Partners, LLC 0.46% Add +165.1% 94,359 $11.7M
Salomon & Ludwin, LLC 1.05% Reduce -4.9% 93,511 $11.7M
Apella Capital, LLC 0.17% Add +6.3% 86,588 $11.7M
Bright Financial Advisors, Inc. 5.28% Add +2.8% 92,770 $11.5M
Condor Capital Management 0.96% Add +0.5% 92,680 $11.5M
Somnio Financial Group, LLC 7.55% Add +1.2% 92,508 $11.5M
TFO Wealth Partners, LLC 1.56% Reduce -0.2% 92,387 $11.5M
Capital Analysts, LLC 0.30% Reduce -7.4% 92,144 $11.5M
Rochester Wealth Strategies, LLC 6.92% Add +0.4% 91,775 $11.4M
KFA Private Wealth Group, LLC 2.73% Add +1.2% 91,560 $11.4M
Canvas Wealth Advisors, LLC 1.93% Reduce -2.3% 91,276 $11.3M
Parallel Advisors, LLC 0.20% Add +8.4% 91,111 $11.3M
Compound Planning, Inc. 0.35% Add +6.1% 91,049 $11.3M
Walkner Condon Financial Advisors LLC 1.49% Add +64.2% 90,858 $11.3M
Evermay Wealth Management LLC 1.25% Reduce -2.4% 90,726 $11.3M
Nations Financial Group Inc, /Ia/ 0.58% Add +0.2% 90,584 $11.3M
HighMark Wealth Management LLC 4.58% Add +5.6% 90,685 $11.2M
Operose Advisors LLC 2.60% Reduce -1.8% 90,248 $11.2M
TCTC Holdings, LLC 0.32% Add +1.4% 89,824 $11.2M
eCIO, Inc. 4.88% Reduce -3.6% 89,267 $11.1M
SoundView Advisors Inc. 3.94% Reduce -1.8% 89,085 $11.1M
Coastline Complete Wealth LLC 6.86% Add +3.4% 89,015 $11.1M
Nordwand Advisors, LLC 1.93% Reduce -8.8% 90,612 $11.1M
Corecam Pte. Ltd. 4.78% Reduce -11.6% 88,730 $11.0M
Aptus Capital Advisors, LLC 0.09% Reduce -9.2% 88,585 $11.0M
Topel & Distasi Wealth Management, LLC 5.68% Reduce -2.0% 88,365 $11.0M
Bryant Woods Investment Advisors, LLC 4.04% Add +0.9% 88,305 $11.0M
Ironwood Wealth Management, LLC. 3.15% Reduce -1.0% 88,248 $11.0M
CFO4Life Group, LLC 1.67% Reduce -5.4% 88,204 $11.0M
Magnolia Wealth Management, LLC 6.35% Add +2.5% 87,615 $10.9M
Tectonic Advisors LLC 0.57% Add +2.1% 87,412 $10.9M
Tempo Wealth, LLC 1.88% Add +2.1% 86,765 $10.8M
Shulman DeMeo Asset Management LLC 2.29% Reduce -1.3% 86,765 $10.8M
Burns J W & Co. Inc. 1.23% Add +4.4% 86,663 $10.8M
Clifford Swan Investment Counsel LLC 0.36% Reduce -2.7% 85,615 $10.6M
Acumen Wealth Advisors, LLC 2.85% Add +2132.3% 85,138 $10.6M
Pps&v Asset Management Consultants, Inc. 6.45% Add +0.8% 85,023 $10.6M
Kure Advisory, LLC 5.75% Add +3.5% 84,956 $10.6M
Choreo, LLC 0.13% Reduce -0.8% 84,909 $10.6M
XML Financial, LLC 0.85% Reduce -32.1% 84,337 $10.5M
First Horizon Corp. 0.44% Reduce -0.3% 84,323 $10.5M
Rossmore Private Capital 0.92% Add +0.1% 84,112 $10.5M
Quantinno Capital Management LP 0.02% Add +6.9% 84,031 $10.4M
Retirement Systems of Alabama 0.03% No change 83,667 $10.4M
Ellis Investment Partners, LLC 1.81% Add +3.1% 83,663 $10.4M
Fiduciary Group, LLC 0.89% Reduce -3.3% 83,638 $10.4M
CX Institutional 0.32% Add +21.2% 83,334 $10.4M
Federation des caisses Desjardins du Quebec 0.04% Reduce -16.6% 83,128 $10.3M
Old National Bancorp 0.17% Reduce -5.9% 83,082 $10.3M
Pettinga Financial Advisors LLC 1.94% Reduce -2.6% 82,730 $10.3M
Buck Wealth Strategies, LLC 1.27% Add +3.5% 82,644 $10.3M
Burkett Financial Services, LLC 3.50% Reduce -0.5% 82,164 $10.2M
Waterway Wealth Management, LLC 2.25% Reduce -6.5% 94,640 $10.2M
Texas Yale Capital Corp. 0.29% Add +0.7% 82,009 $10.2M
Union Bancaire Privee, UBP SA 0.14% New 84,332 $10.2M
RFG Advisory, LLC 0.19% Add +13.8% 81,352 $10.1M
Wealth Care LLC 8.97% — 81,240 $10.1M
Matrix Private Capital Group LLC 4.87% Add +7.0% 81,238 $10.1M
Sunbelt Securities, Inc. 0.63% Add +37.0% 80,619 $10.0M
Mgo One Seven LLC 0.20% Reduce -4.2% 80,422 $10.0M
Cannon Capital Management, Inc. 8.10% Add +18.2% 80,160 $10.0M
Uptown Financial Advisors LLC 8.06% Add +9.2% 80,157 $10.0M
Ally Financial Inc. 1.24% Reduce -87.5% 80,000 $9.9M
Councilor Wealth, LLC 4.79% Reduce -1.3% 79,424 $9.9M
Holland Advisory Services, Inc. 13.22% Reduce -0.5% 79,384 $9.9M
GHP Investment Advisors, Inc. 0.41% Add +1.7% 79,187 $9.8M
Landmark Wealth Management, LLC 2.62% Add +23.0% 78,855 $9.8M
Tarbox Family Office, Inc. 1.59% Reduce -1.3% 78,839 $9.8M
Smith Chas P & Associates Pa Cpas 0.53% Reduce -1.0% 78,551 $9.8M
Common Fund for Nonprofit Organizations 0.94% Add +0.2% 77,859 $9.7M
Legacy Trust 1.84% Add +1.4% 77,379 $9.6M
Benjamin Edwards Inc. 0.10% Add +4.1% 77,005 $9.6M
Flagstar Securities, Inc. 3.46% Reduce -11.0% 76,917 $9.6M
CENTRAL TRUST Co 0.19% Add +2.3% 76,656 $9.5M
Twin Cities Retirement Group LLC 8.70% Add +5.4% 76,556 $9.5M
Keel Point, LLC 0.64% Add +4.5% 76,511 $9.5M
AlphaCore Capital LLC 0.22% Reduce -5.2% 76,069 $9.5M
Equitable Trust Co. 0.44% Reduce -4.3% 75,993 $9.4M
Boston Research & Management Inc. 2.24% Reduce -0.4% 75,727 $9.4M
Global Strategic Investment Solutions, LLC 0.93% Reduce -17.6% 75,693 $9.4M
Richwood Investment Advisors, LLC 7.20% Add +1.5% 75,170 $9.3M
Klingenstein Fields & Co. LP 0.37% Add +38.7% 74,728 $9.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +24.3% 74,719 $9.3M
Triangle Securities Wealth Management 2.10% Add +3.9% 74,557 $9.3M
Global Wealth Management, LLC 5.05% Reduce -8.4% 74,501 $9.3M
First Citizens Bank & Trust Co. 0.20% Reduce -5.0% 74,478 $9.3M
Florida Trust Wealth Management Co 0.26% Add +9.5% 74,279 $9.2M
Benchmark Financial Wealth Advisors, LLC 2.55% Reduce -0.5% 74,139 $9.2M
Sax Wealth Advisors, LLC 0.45% No change 76,581 $9.2M
Outlook Wealth Advisors, LLC 2.23% Add +1187.9% 73,975 $9.2M
Embree Financial Group 1.08% Reduce -2.2% 73,923 $9.2M
First National Bank of Omaha 0.28% Add +11.2% 75,362 $9.2M
Asset Allocation Strategies LLC 1.63% Reduce -0.4% 73,631 $9.2M
Selby Wealth Management, LLC 3.59% Reduce -0.9% 73,224 $9.1M
Arvest Bank Trust Division 0.49% Reduce -0.6% 73,187 $9.1M
Coastal Bridge Advisors, LLC 0.64% Add +1.2% 72,639 $9.0M
Aristides Capital LLC 2.99% Add +15.5% 72,428 $9.0M
Atria Investments, Inc 0.10% Reduce -10.3% 72,251 $9.0M
FIL Ltd 0.01% New 72,039 $9.0M
Mascoma Wealth Management LLC 1.85% Add +3.5% 71,918 $8.9M
May Hill Capital, LLC 2.24% Add +4.7% 71,758 $8.9M
Sard Wealth Management Group, LLC 4.85% Reduce -0.0% 71,736 $8.9M
HBK Sorce Advisory LLC 0.18% Add +0.9% 64,399 $8.9M
Marble Wealth, LLC 1.56% Add +7.1% 71,522 $8.9M
Tiaa Trust, National Association 0.54% Reduce -84.2% 71,454 $8.9M
Soltis Investment Advisors LLC 0.57% Reduce -2.7% 70,793 $8.8M
Partnership Wealth Management, LLC 6.67% Reduce -3.9% 70,338 $8.7M
Alley Investment Management Company, LLC 1.06% Reduce -1.2% 70,268 $8.7M
Ameritas Advisory Services, LLC 0.34% Reduce -5.5% 70,070 $8.7M
Marietta Wealth Management, LLC 1.03% Reduce -1.4% 69,925 $8.7M
Peak Financial Management, Inc. 2.20% Reduce -0.4% 69,833 $8.7M
TMB Capital Partners, LLC 2.91% Reduce -2.7% 69,695 $8.7M
Naples Global Advisors, LLC 0.63% Add +3.4% 69,430 $8.6M
Citizens National Bank Trust Department 1.44% Reduce -1.8% 69,417 $8.6M
Richard W. Paul & Associates, LLC 2.90% Reduce -38.0% 69,236 $8.6M
North Berkeley Wealth Management, LLC 4.54% Add +8.8% 69,130 $8.6M
Sherman Asset Management, Inc. 7.84% Reduce -0.5% 68,564 $8.5M
SkyOak Wealth, LLC 1.56% Add +1.9% 68,485 $8.5M
Pachira Investments Inc. 3.98% Reduce -4.4% 68,447 $8.5M
BNP Paribas Financial Markets 0.01% Reduce -23.4% 68,388 $8.5M
Sterling Investment Counsel, LLC 2.38% Add +4.4% 68,287 $8.5M
Smithbridge Asset Management Inc. 1.26% Reduce -46.6% 68,127 $8.5M
Matrix Asset Advisors Inc. 0.78% Add +8.1% 67,969 $8.4M
Ellenbecker Investment Group 1.14% Reduce -0.4% 67,719 $8.4M
MTC Wealth Management LLC 3.98% Add +3.5% 67,412 $8.4M
Hiley Hunt Wealth Management 3.68% Add +1.4% 67,181 $8.4M
Riversedge Advisors, LLC 1.35% Reduce -52.6% 67,078 $8.3M
American Money Management, LLC 1.31% Add +0.5% 66,693 $8.3M
Performa Ltd (US), LLC 1.87% Reduce -9.7% 66,370 $8.3M
Vectors Research Management, LLC 2.37% Reduce -0.8% 65,320 $8.1M
TKG Advisors, LLC 3.33% Add +0.7% 64,703 $8.0M
Aspiriant, LLC 0.23% Add +0.3% 64,541 $8.0M
Alliance Private Wealth, LLC 2.88% Add +0.6% 64,446 $8.0M
Capital Investment Advisory Services, LLC 0.58% Reduce -32.6% 64,316 $8.0M
Global Wealth Management Investment Advisory, Inc. 1.25% Add +6.3% 63,955 $8.0M
HighPoint Advisor Group LLC 0.33% Reduce -8.4% 63,777 $7.9M
Spire Wealth Management 0.27% Add +27.5% 63,542 $7.9M
Keeler & Nadler Financial Planning & Wealth Management 2.67% Add +1.5% 63,421 $7.9M
IFS Advisors, LLC 4.05% Reduce -1.8% 63,266 $7.9M
Drive Wealth Management, LLC 1.66% Add +7.8% 63,207 $7.9M
Baldwin Wealth Partners LLC 0.57% Add +2207.9% 63,191 $7.9M
Hemming& Wealth Management, Inc. 5.48% Reduce -29.6% 63,144 $7.8M
Flagship Harbor Advisors, LLC 0.35% Add +4.1% 63,136 $7.8M
BostonPremier Wealth LLC 4.05% Add +2.7% 63,123 $7.8M
Asio Capital, LLC 1.10% Reduce -1.0% 63,103 $7.8M
Strategic Blueprint, LLC 0.45% Reduce -1.7% 62,804 $7.8M
Aspect Partners, LLC 3.18% Add +8.1% 62,636 $7.8M
Park Capital Management, LLC / WI 7.57% Add +1.8% 62,541 $7.8M
Accretive Wealth Partners, LLC 2.19% Add +2.7% 62,322 $7.7M
WLTH Capital Management, LLC 6.02% Add +2.9% 61,783 $7.7M
Diversify Wealth Management, LLC 0.14% Add +730.1% 56,985 $7.7M
Latko Wealth Management, Ltd. 3.74% Add +3.0% 61,648 $7.7M
Counterweight Ventures, LLC 4.29% Reduce -12.4% 61,577 $7.7M
Cordgrass Capital Advisors, LLC 1.79% Add +1.7% 61,540 $7.7M
Montag A & Associates Inc. 0.35% Add +41.4% 61,295 $7.6M
Equitable Holdings, Inc. 0.05% Add +11.4% 628,458 $7.6M
Madison Wealth Partners, Inc 1.21% Reduce -0.5% 60,947 $7.6M
Lynch & Associates 1.42% Add +2.4% 60,798 $7.6M
White Pine Investment CO 1.76% Reduce -1.6% 60,787 $7.6M
Cumberland Advisors Inc. 2.95% Reduce -0.3% 60,720 $7.5M
Aristotle Capital Boston, LLC 0.47% Reduce -15.5% 60,552 $7.5M
Dorsey & Whitney Trust CO LLC 0.41% Reduce -6.2% 60,415 $7.5M
Provident Wealth Management, LLC 2.27% Reduce -0.6% 60,363 $7.5M
TrustBank 2.91% Add +3.8% 60,312 $7.5M
Elwood & Goetz Wealth Advisory Group, LLC 1.26% Add +1.1% 59,942 $7.5M
Prospera Financial Services Inc 0.12% Reduce -8.6% 59,697 $7.4M
Serenus Wealth Advisors, LLC 1.48% Add +0.0% 59,684 $7.4M
Stephenson & Company, Inc. 4.01% Add +2.9% 59,536 $7.4M
F/m Investments LLC 0.49% Reduce -17.5% 59,455 $7.4M
SlateStone Wealth, LLC 0.61% Add +2.8% 59,238 $7.4M
Bell Investment Advisors, Inc 1.15% Reduce -3.4% 59,199 $7.4M
Beese Fulmer Investment Management, Inc. 0.47% Add +5.2% 59,175 $7.4M
United Financial Planning Group LLC 4.33% Add +3.9% 58,924 $7.3M
Nikulski Financial, Inc. 1.81% Reduce -5.4% 58,881 $7.3M
Meridian Financial Advisors, LLC 3.99% Reduce -5.6% 58,752 $7.3M
City National Bank of Florida 4.33% Add +780.3% 58,477 $7.3M
Meridian Wealth Management, LLC 0.26% Add +4.0% 58,352 $7.3M
Telos Capital Management, Inc. 0.69% Add +1.8% 58,200 $7.2M
Townsend Financial Planning, LLC 6.98% Reduce -0.0% 57,994 $7.2M
Mayflower Financial Advisors, LLC 0.87% Add +1.3% 57,819 $7.2M
Hopwood Financial Services, Inc. 4.84% Add +0.8% 57,737 $7.2M
Atlas Legacy Advisors, LLC 1.31% Add +6.9% 57,543 $7.2M
Patriot Financial Group Insurance Agency, LLC 0.40% Add +94.0% 57,558 $7.2M
Northside Capital Management, LLC 0.63% Add +1721.9% 57,536 $7.2M
Boltwood Capital Management 1.81% Add +0.6% 56,962 $7.1M
1900 Wealth Management LLC 0.45% Add +5.0% 56,916 $7.1M
Associated Banc-Corp 0.19% Add +1.0% 56,591 $7.0M
Johnson Financial Group, Inc. 0.25% Add +7.7% 56,587 $7.0M
Parthenon LLC 0.80% Add +0.3% 56,117 $7.0M
TD Asset Management Inc 0.01% Add +6.7% 56,038 $7.0M
New England Asset Management Inc. 0.92% Add +8.0% 55,935 $7.0M
Allen Investment Management, LLC 0.09% Add +0.7% 55,865 $6.9M
LYNX Capital Group Ltd. 3.23% Reduce -0.7% 55,777 $6.9M
Geneos Wealth Management Inc. 0.16% Reduce -27.7% 55,697 $6.9M
Ballew Advisors, Inc 3.90% Reduce -1.5% 52,953 $6.9M
CBM Financial, LLC 4.32% Add +6.8% 50,822 $6.9M
Shrier Wealth Management, LLC 2.55% Add +8.7% 55,446 $6.9M
Paragon Private Wealth Management, LLC 2.15% Add +3.7% 55,242 $6.9M
John Boyer, Inc. 6.85% Add +4.9% 55,131 $6.9M
McAdam, LLC 0.31% Add +6.7% 55,132 $6.9M
Independent Financial Group, LLC 0.15% Add +5.2% 55,102 $6.8M
Texas Capital Bank Wealth Management Services Inc 0.41% Reduce -50.1% 55,073 $6.8M
TBH Global Asset Management, LLC 1.38% New 55,037 $6.8M
Legacy Private Trust Co. 0.42% Reduce -2.7% 54,909 $6.8M
Moody National Bank Trust Division 0.65% No change 54,586 $6.8M
Ironsides Asset Advisors, LLC 1.69% Add +0.1% 54,340 $6.8M
Pacific Financial Group Inc. 3.64% Reduce -4.6% 54,283 $6.7M
Enzi Wealth 2.34% Reduce -7.8% 54,224 $6.7M
Muirfield Wealth Advisors LLC 4.92% Reduce -0.6% 53,778 $6.7M
Csenge Advisory Group 0.31% Reduce -4.8% 53,753 $6.7M
Palumbo Wealth Management LLC 1.62% Reduce -3.6% 53,380 $6.6M
Sound Stewardship, LLC 3.04% Reduce -3.7% 53,361 $6.6M
Birchbrook, Inc. 3.25% Add +52.2% 53,278 $6.6M
Kingsview Wealth Management, LLC 0.09% Add +11.7% 53,207 $6.6M
CFS Investment Advisory Services, LLC 0.46% Reduce -18.0% 48,815 $6.6M
Evernest Financial Advisors, LLC 1.37% Reduce -24.8% 48,256 $6.6M
New World Advisors LLC 1.16% Reduce -17.1% 52,916 $6.6M
Strategic Financial Partners, Ltd. 2.83% Reduce -24.1% 52,615 $6.5M
Snowden Capital Advisors LLC 0.17% Add +2.9% 52,472 $6.5M
Certified Advisory Corp 0.58% Reduce -2.4% 52,413 $6.5M
First Foundation Advisors 0.26% Add +552.0% 52,056 $6.5M
Sowell Financial Services LLC 0.24% Add +2.3% 51,804 $6.4M
Citizens Business Bank 1.05% Reduce -6.6% 51,754 $6.4M
G&S Capital LLC 2.25% Add +3.1% 51,605 $6.4M
Boston Family Office LLC 0.43% Reduce -8.2% 51,472 $6.4M
SVB Wealth LLC 0.42% Reduce -5.5% 51,316 $6.4M
Empower Advisory Group, LLC 0.02% Add +10.0% 51,298 $6.4M
Alliance Wealth Management Group 1.38% Add +4.5% 50,715 $6.3M
City Holding Co. 0.79% Reduce -1.1% 50,681 $6.3M
Ameritas Investment Partners, Inc. 0.19% Add +16.9% 50,586 $6.3M
Arkansas Financial Group, Inc. 0.87% Reduce -1.1% 48,300 $6.3M
Cozad Asset Management Inc. 0.49% Add +17.7% 50,261 $6.2M
Garde Capital, Inc. 0.37% Reduce -21.0% 50,147 $6.2M
Noesis Capital Mangement Corp. 0.92% Add +0.6% 50,138 $6.2M
Afg Fiduciary Services Limited Partnership 3.67% Add +9.3% 49,338 $6.2M
Hills Bank & Trust Co 0.30% Reduce -0.2% 49,963 $6.2M
Cornerstone Wealth Group, LLC 0.40% Reduce -8.2% 45,957 $6.2M
Nwam LLC 0.36% Reduce -1.5% 49,937 $6.2M
Stephens Inc. 0.08% Reduce -14.6% 49,815 $6.2M
Next Capital Management LLC 1.87% Add +5.9% 49,749 $6.2M
Fortitude Family Office, LLC 1.39% Add +8.4% 49,673 $6.2M
Sandbox Financial Partners, LLC 1.73% Add +14.3% 49,622 $6.2M
Savvy Advisors, Inc. 0.17% Reduce -1.5% 49,619 $6.2M
Financial Solutions Advisory Group, Inc. 0.85% — 49,535 $6.2M
Brookstone Capital Management 0.07% Add +12.0% 49,466 $6.1M
HM Payson & Co. 0.09% Add +13.0% 49,400 $6.1M
AtlasMark Financial, Inc 3.96% No change 50,982 $6.1M
Elevation Wealth Partners, LLC 2.18% Add +0.0% 49,017 $6.1M
FDx Advisors, Inc. 1.94% Reduce -40.0% 48,990 $6.1M
Aft, Forsyth & Sober, LLC 1.85% No change 48,675 $6.1M
Montecito Bank & Trust 0.99% Reduce -3.4% 48,603 $6.0M
National Bank of Canada 0.01% Add +4.6% 48,413 $6.0M
Private Advisory Group LLC 0.42% Add +29.9% 48,060 $6.0M
Trek Financial, LLC 0.32% Add +322.7% 48,059 $6.0M
Lee Financial Co 0.84% Add +2.2% 47,972 $6.0M
Capitol Family Office, Inc. 7.02% No change 49,503 $5.9M
Orin Green Financial, LLC 2.44% Add +0.1% 47,852 $5.9M
Campion Asset Management 4.03% Add +4.4% 47,798 $5.9M
Graybill Wealth Management, LTD. 1.81% Add +0.5% 47,758 $5.9M
Columbus Macro, LLC 0.63% Reduce -0.1% 47,682 $5.9M
Americana Partners, LLC 0.15% Reduce -23.9% 47,676 $5.9M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -3.7% 47,566 $5.9M
CPC Advisors, LLC 0.96% Reduce -6.0% 47,513 $5.9M
CreativeOne Wealth, LLC 0.14% Add +19.3% 47,509 $5.9M
Kanawha Capital Management LLC 0.41% Add +18.6% 47,325 $5.9M
Bellwether Advisors, LLC 0.99% Add +4.4% 46,968 $5.8M
Betterment LLC 0.01% Add +14.9% 46,859 $5.8M
Hudson Capital Management LLC 1.55% Reduce -1.1% 46,787 $5.8M
Romano Brothers and Company 0.66% Reduce -6.0% 46,706 $5.8M
Fsa Wealth Partners, Inc. 2.76% New 46,666 $5.8M
Perspective Wealth Advisors LLC 3.76% Add +6.9% 46,604 $5.8M
Western Wealth Management, LLC 0.22% Add +58.9% 46,325 $5.8M
Premier Path Wealth Partners, LLC 0.75% Reduce -32.1% 46,162 $5.7M
Carnegie Investment Counsel 0.11% Add +0.0% 46,154 $5.7M
First National Bank of Hutchinson 3.66% Reduce -3.2% 46,134 $5.7M
Moss Adams Wealth Advisors LLC 0.42% Reduce -72.5% 46,047 $5.7M
Coign Capital Advisors LLC 3.00% Add +0.8% 46,007 $5.7M
Integras Partners LLC 3.73% New 45,633 $5.7M
KPP Advisory Services LLC 0.82% Reduce -3.5% 45,375 $5.6M
Aspetuck Financial Management LLC 3.85% Add +2.0% 45,216 $5.6M
Colonial Trust Advisors 0.44% Add +11.0% 45,149 $5.6M
Etesian Wealth Advisors, Inc. 1.77% Reduce -6.6% 44,717 $5.6M
MidAtlantic Capital Management, Inc. 3.83% Reduce -0.1% 44,716 $5.6M
Middleton & Co. Inc. 0.63% Add +1.8% 44,680 $5.6M
Curat Global, LLC 5.47% Add +25.7% 44,646 $5.5M
Bryn Mawr Trust Advisors, LLC 0.27% Add +56.9% 44,535 $5.5M
Cantor Fitzgerald Investment Advisors L.P. 0.41% Add +0.2% 44,317 $5.5M
Resolute Advisors LLC 2.27% Reduce -2.5% 44,224 $5.5M
Crestmont Private Wealth LLC 1.73% Add +4.0% 44,219 $5.5M
Independent Solutions Wealth Management, LLC 0.81% Reduce -3.4% 44,164 $5.5M
Astoria Strategic Wealth, Inc. 1.39% Add +2.8% 43,889 $5.5M
MSH Capital Advisors LLC 1.15% Add +2.5% 43,805 $5.4M
Dakota Wealth Management 0.12% Reduce -5.6% 43,635 $5.4M
Capital Advantage, Inc. 0.71% Add +0.2% 43,627 $5.4M
Wedmont Private Capital 0.17% Add +3.6% 41,413 $5.4M
Eq LLC 1.51% Add +130.4% 43,202 $5.4M
Affiance Financial, LLC 0.87% Add +15.4% 43,007 $5.3M
Plan Group Financial, LLC 1.25% Reduce -28.4% 42,893 $5.3M
Apollon Financial, LLC 0.74% Add +9.9% 42,887 $5.3M
Private Trust Co. NA 0.48% Reduce -4.1% 42,851 $5.3M
Wick Capital Partners, LLC 0.97% Add +19.6% 42,635 $5.3M
Cape Ann Savings Bank 2.66% Add +32.8% 42,547 $5.3M
Leo Wealth, LLC 0.38% Reduce -1.5% 42,467 $5.3M
STAR Financial Bank 2.49% Reduce -6.9% 42,455 $5.3M
Vista Investment Management 1.76% Reduce -1.6% 42,287 $5.3M
Global Trust Wealth Management LLC 3.96% Add +1.0% 42,150 $5.2M
Level Four Advisory Services, LLC 0.17% Add +1.4% 42,123 $5.2M
Pettyjohn, Wood & White, Inc. 0.83% Reduce -1.1% 42,064 $5.2M
Cooke Wealth Management, LLC 4.62% Add +1.9% 41,937 $5.2M
Signature Estate & Investment Advisors LLC 0.11% Add +1.4% 41,799 $5.2M
Wesbanco Bank Inc. 0.14% Reduce -11.1% 41,774 $5.2M
Silverlake Wealth Management LLC 1.10% Add +4.7% 41,771 $5.2M
Wealth Enhancement Trust Services, Inc. 0.63% Reduce -2.2% 41,666 $5.2M
Transcend Capital Advisors, LLC 0.42% Add +3.3% 41,638 $5.2M
Lee, Kelleher & Klein Wealth Management 3.07% Add +6.8% 41,574 $5.2M
Enclave Advisors LLC 0.74% Reduce -24.0% 41,519 $5.2M
Anb Bank 2.08% Reduce -0.1% 41,469 $5.2M
ERn Financial, LLC 0.97% Reduce -8.0% 41,393 $5.1M
Journey Advisory Group, LLC 0.44% Reduce -36.0% 41,307 $5.1M
Avior Wealth Management, LLC 0.14% Reduce -3.5% 41,016 $5.1M
SageView Advisory Group, LLC 0.19% Reduce -5.3% 41,016 $5.1M
Biltmore Family Office, LLC 0.71% Add +33.0% 40,929 $5.1M
Legacy Financial Strategies, LLC 0.92% Reduce -14.1% 40,794 $5.1M
Boyd Wealth Management, LLC 2.13% Reduce -61.8% 40,611 $5.0M
Greenfield Savings Bank 2.15% Add +2.1% 40,598 $5.0M
Roehl & Yi Investment Advisors, LLC 1.89% Reduce -1.3% 40,590 $5.0M
Palisade Asset Management, LLC 0.51% Add +1.6% 40,511 $5.0M
Conquis Financial LLC 4.17% Add +1.5% 37,137 $5.0M
Lakeshore Financial Planning, Inc. 1.82% Add +6.9% 40,451 $5.0M
MRP Capital Investments, LLC 4.38% Add +2.8% 40,386 $5.0M
Mather Group, Llc. 0.05% Reduce -1.1% 40,123 $5.0M
Wescott Financial Advisory Group, LLC 0.44% Add +2.7% 39,973 $5.0M
Centennial Bank 1.78% Reduce -1.7% 39,956 $5.0M
Madson Wealth Advisors Inc 4.12% — 39,851 $5.0M
Corecam AG 4.45% Reduce -15.5% 39,850 $5.0M
PKO Investment Management Joint-Stock Co 0.42% No change 39,786 $4.9M
Wolff Wiese Magana LLC 2.71% Add +5.6% 39,577 $4.9M
Bigelow Investment Advisors, LLC 1.96% Reduce -3.7% 39,480 $4.9M
Macroview Investment Management LLC 3.42% Reduce -0.0% 39,415 $4.9M
Wellspring Financial Advisors, LLC 0.37% Reduce -10.2% 366,919 $4.9M
WCG Wealth Advisors LLC 0.14% Add +11.0% 39,140 $4.9M
Verus Capital Partners, LLC 0.33% Reduce -6.6% 38,936 $4.8M
Lynch Investment Planning, LLC 4.34% Add +48.3% 38,880 $4.8M
Mechanics Financial Corp 2.02% Reduce -5.8% 38,831 $4.8M
Glassy Mountain Advisors, Inc. 1.50% Add +0.4% 38,814 $4.8M
Verde Capital Management 1.03% Reduce -2.9% 38,807 $4.8M
Sheets Smith Wealth Management 0.54% Add +1.7% 38,640 $4.8M
Convergence Financial, LLC 0.51% Reduce -0.4% 38,638 $4.8M
IMA Advisory Services, Inc. 0.47% Add +2.9% 38,476 $4.8M
Presper Financial Architects, LLC 2.83% Reduce -63.8% 38,359 $4.8M
Invenio Wealth Partners LLC 1.89% Add +3.7% 38,218 $4.8M
Pinnacle Wealth Planning Services, Inc. 0.49% Reduce -1.1% 38,201 $4.7M
Per Stirling Capital Management, LLC. 0.52% Reduce -46.4% 38,184 $4.7M
Fortress Financial Group, LLC 3.51% Reduce -0.1% 38,175 $4.7M
Causey Wealth LLC 2.01% Reduce -9.5% 38,125 $4.7M
Redhawk Wealth Advisors, Inc. 0.52% Add +10.5% 38,053 $4.7M
Madison Park Capital Advisors, LLC 3.69% Reduce 0.0% 37,789 $4.7M
PFG Private Wealth Management, LLC 1.99% Add +3.7% 37,687 $4.7M
Planning Directions Inc. 2.37% Reduce -36.9% 37,635 $4.7M
Split Rock Private Trading & Wealth Management, LLC 3.62% Reduce -2.5% 37,567 $4.7M
Central Bank & Trust Co. 0.73% Add +22.1% 37,495 $4.7M
Magnolia Capital Management Ltd. 3.14% Add +14.0% 37,446 $4.7M
Sterling Investment Advisors LLC 2.23% Reduce -0.4% 37,411 $4.7M
Meeder Advisory Services, Inc. 0.19% Add +3.3% 37,393 $4.6M
Adirondack Capital Advisors, LLC 2.98% Add +2.5% 37,382 $4.6M
Transcendent Capital Group LLC 2.11% Reduce -3.8% 37,272 $4.6M
Burke & Herbert Bank & Trust Co. 1.28% Reduce -0.8% 37,170 $4.6M
Lanark Financial, Inc. 0.35% Add +2.9% 36,998 $4.6M
Arrowroot Family Office, LLC 1.51% Reduce -2.0% 36,791 $4.6M
Turtle Creek Wealth Advisors, LLC 0.34% Reduce -46.4% 36,753 $4.6M
Element Wealth, LLC 1.89% Reduce -6.9% 36,706 $4.6M
Carl P. Sherr & Co., LLC 2.14% Reduce -0.1% 36,679 $4.6M
Greenup Street Wealth Management LLC 0.64% Add +7.7% 36,656 $4.6M
Colonial Trust Co / SC 0.62% Add +0.5% 36,544 $4.5M
Spinnaker Trust 0.25% Reduce -1.6% 36,541 $4.5M
Wedbush Securities Inc. 0.13% Reduce -5.1% 36,514 $4.5M
Simplicity Wealth,LLC 0.25% Reduce -2.7% 36,157 $4.5M
Jeter Robert S II 4.47% — 32,467 $4.5M
Brighton Jones LLC 0.10% New 36,117 $4.5M
Capital Planning LLC 1.46% Add +14.9% 36,106 $4.5M
AMG National Trust Bank 0.10% Add +19.1% 36,100 $4.5M
Amara Financial, Llc. 3.09% Reduce -3.5% 36,027 $4.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.31% Reduce -2.7% 36,000 $4.5M
Lee Danner & Bass Inc. 0.28% No change 35,928 $4.5M
Hilltop Holdings Inc. 0.41% Reduce -14.8% 35,899 $4.5M
Donaldson Capital Management, LLC 0.14% Add +3.1% 35,888 $4.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.49% Reduce -1.0% 32,645 $4.5M
National Philanthropic Trust 0.05% Add +0.1% 35,715 $4.4M
Vickerman Investment Advisors, Inc. 0.93% Add +2.5% 35,694 $4.4M
Lyell Wealth Management, LP 0.33% Add +85.9% 35,690 $4.4M
Winthrop Partners - WNY, LLC 2.36% Reduce -0.3% 35,680 $4.4M
Smith Shellnut Wilson LLC 1.94% Reduce -0.3% 35,551 $4.4M
Peoples Bank 2.70% Reduce -5.8% 35,329 $4.4M
Garrison Point Advisors, LLC 2.00% Add +2.7% 35,217 $4.4M
Jaffetilchin Investment Partners, LLC 0.26% Add +4.3% 35,042 $4.4M
Harbor Investment Advisory, LLC 0.34% Add +15.7% 34,915 $4.3M
Clear Creek Financial Management, LLC 0.33% Add +6.7% 34,865 $4.3M
St Germain D J Co. Inc. 0.17% Reduce -0.1% 34,812 $4.3M
Old Mission Investment Co LLC 1.01% Add +0.9% 34,808 $4.3M
Post Resch Tallon Group Inc. 3.47% Add +5.0% 34,152 $4.3M
Summit Place Financial Advisors, LLC 2.05% Reduce -3.0% 34,286 $4.3M
Waldron Private Wealth LLC 0.17% Reduce -2.8% 34,201 $4.3M
Mutual Advisors, LLC 0.09% Reduce -2.2% 34,170 $4.2M
Cullen/Frost Bankers, Inc. 0.05% Add +5.3% 34,010 $4.2M
Vericrest Private Wealth 3.79% Add +2.9% 33,978 $4.2M
Evercore Wealth Management, LLC 0.07% Add +1.3% 33,942 $4.2M
Greykasell Wealth Strategies, Inc. 1.70% Reduce -0.4% 33,884 $4.2M
Advyzon Investment Management, LLC 0.38% Add +10.8% 33,841 $4.2M
Quad-Cities Investment Group, LLC 1.68% Add +1.7% 33,829 $4.2M
Kovack Advisors, Inc. 0.23% Add +73.4% 33,769 $4.2M
Nepc LLC 0.08% Add +0.1% 33,803 $4.2M
J. R. Prunier Capital Management LLC 1.79% Reduce -0.1% 33,799 $4.2M
Aureum Wealth Management, LLC 2.92% Add +17.0% 33,789 $4.2M
Rothschild Wealth LLC 0.38% Add +13.3% 33,702 $4.2M
Foundations Investment Advisors, LLC 0.05% Reduce -22.5% 33,531 $4.2M
Sage Mountain Advisors LLC 0.29% Reduce -0.1% 33,485 $4.2M
B. Riley Wealth Advisors, Inc. 0.27% Reduce -7.4% 34,410 $4.2M
Galvin, Gaustad & Stein, LLC 0.34% Reduce -71.4% 33,422 $4.2M
United Advisor Group, LLC 0.51% Add +12.3% 33,302 $4.1M
Heartwood Wealth Advisors LLC 0.36% Add +18.3% 33,152 $4.1M
United Bank 1.37% Reduce -0.1% 33,140 $4.1M
Canopy Partners, LLC 1.41% Reduce -1.6% 33,132 $4.1M
Elyxium Wealth, LLC 1.32% Reduce -9.8% 33,118 $4.1M
WBH Advisory Inc. 0.31% Reduce -5.4% 32,897 $4.1M
MJT & Associates Financial Advisory Group, Inc. 3.01% Reduce -7.7% 33,036 $4.1M
Summit Wealth Partners, LLC 0.65% Add +21.5% 33,034 $4.1M
Focus Financial Network, Inc. 0.15% Reduce -6.1% 33,014 $4.1M
LaSalle St. Investment Advisors, LLC 0.58% Reduce -4.4% 32,952 $4.1M
Optima Capital LLC 1.89% Add +18.6% 32,734 $4.1M
Bay Capital Advisors, LLC 2.51% Reduce -2.0% 32,734 $4.1M
Fluent Financial, LLC 1.49% Add +0.4% 30,837 $4.1M
Stone Summit Wealth LLC 1.13% Reduce -1.4% 32,576 $4.0M
Granite FO LLC 2.40% Add +2.9% 32,570 $4.0M
TSG Advice Partners, LLC 0.60% Reduce -2.6% 32,472 $4.0M
Abundance Wealth Counselors 0.58% Add +18.5% 32,388 $4.0M
Syntax Research, Inc. 2.56% Reduce -0.9% 32,346 $4.0M
Silvercrest Asset Management Group LLC 0.03% No change 32,269 $4.0M
Canal Capital Management, LLC 0.54% Reduce -50.0% 32,225 $4.0M
Koesten, Hirschmann & Crabtree, INC. 1.95% Reduce -0.1% 32,125 $4.0M
Hubbell Strickland Wealth Management, LLC 1.59% Add +0.8% 32,096 $4.0M
Madden Advisory Services, Inc. 1.57% Add +0.7% 32,088 $4.0M
Adirondack Trust Co. 1.34% Reduce -2.9% 32,074 $4.0M
AE Wealth Management LLC 0.02% Add +12.3% 31,967 $4.0M
Parsons Capital Management Inc. 0.18% Add +2.3% 31,943 $4.0M
Harmony Asset Management LLC 1.21% Add +121.8% 31,836 $4.0M
Retirement Planning Group, LLC 0.12% Reduce -6.1% 31,782 $4.0M
Silver Oak Securities, Incorporated 0.29% Reduce -16.4% 31,594 $3.9M
NTV Asset Management LLC 0.43% Reduce -0.3% 31,539 $3.9M
Sei Investments Co. 0.00% Add +13.6% 31,507 $3.9M
Corundum Trust Company, INC 8.94% Add +4.7% 31,502 $3.9M
Magnolia Capital Advisors LLC 0.77% Reduce -32.6% 31,446 $3.9M
WealthCare Investment Partners, LLC 1.08% Add +0.9% 31,216 $3.9M
Tritonpoint Wealth, LLC 0.42% Add +5.0% 31,384 $3.9M
Alpha Financial Partners LLC 2.31% Reduce -3.4% 31,350 $3.9M
Leavell Investment Management, Inc. 0.16% Reduce -3.3% 31,236 $3.9M
Variant Private Wealth, LLC 4.69% Reduce -0.1% 31,181 $3.9M
Verus Wealth Management, LLC 3.56% Reduce -1.1% 30,883 $3.8M
Heritage Investors Management Corp. 0.12% Reduce -3.9% 30,742 $3.8M
Coral Wealth Management, LLC 4.27% — 30,696 $3.8M
Baron Financial Group, LLC 2.06% Reduce -3.1% 30,683 $3.8M
Endowment Wealth Management, Inc. 1.68% Add +2.2% 30,638 $3.8M
Hi-Line Capital Management, LLC 1.19% Add +12.2% 30,556 $3.8M
First Manhattan Co. Llc. 0.01% Reduce -7.1% 30,504 $3.8M
M3 Wealth Management, LLC 2.92% Add +14.0% 30,485 $3.8M
Obsidian Cio, LLC 3.40% Add +23.6% 30,469 $3.8M
Eley Financial Management, Inc 1.37% Add +1.5% 30,451 $3.8M
First Western Trust Bank 0.19% Add +0.4% 30,391 $3.8M
Providence Capital Advisors, LLC 0.62% Add +17.1% 30,319 $3.8M
Kagan Cocozza Asset Management 2.65% Add +2.3% 30,292 $3.8M
Visionary Wealth Advisors 0.17% Add +5.5% 30,269 $3.8M
Centaurus Financial, Inc. 0.18% Add +1.6% 30,263 $3.8M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -0.9% 30,222 $3.8M
Midwest Financial Group LLC 1.60% Reduce -1.4% 30,187 $3.8M
Kingswood Wealth Advisors, LLC 0.18% Reduce -0.0% 30,136 $3.7M
Delta Wealth Advisors LLC 2.84% Reduce -4.9% 30,069 $3.7M
Great Valley Advisor Group, Inc. 0.07% Reduce -3.6% 30,064 $3.7M
Sepio Capital, LP 0.20% Add +25.4% 30,023 $3.7M
Windsor Capital Management, LLC 1.11% Reduce -8.6% 29,921 $3.7M
Vestor Capital, LLC 0.27% Add +3709.0% 29,901 $3.7M
Bristlecone Value Partners, LLC 3.25% Add +2.5% 29,672 $3.7M
1015 Capital Partners, LLC 3.58% Reduce -0.3% 29,628 $3.7M
FAS Wealth Partners, Inc. 0.23% Reduce -2.4% 29,391 $3.7M
First Hawaiian Bank 0.51% Reduce -8.2% 29,342 $3.6M
ASL Financial, LLC 2.90% Reduce -1.8% 29,246 $3.6M
Vanguard National Trust Co 0.23% — 29,118 $3.6M
Signaturefd, LLC 0.06% Add +356.6% 29,067 $3.6M
Physician Wealth Advisors, Inc. 0.50% Reduce -2.0% 28,965 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -29.6% 28,905 $3.6M
Asset Management Group, Inc. 0.58% Add +0.3% 28,889 $3.6M
Phillips Financial Management, LLC 0.26% Reduce -23.3% 28,818 $3.6M
Trustmark Bank Trust Department 0.23% Reduce -4.8% 28,713 $3.6M
Perennial Investment Advisors, LLC 0.28% Reduce -11.0% 28,515 $3.5M
Forte Asset Management LLC 1.55% Reduce -4.0% 28,501 $3.5M
Okabena Investment Services Inc. 0.68% Add +7.3% 28,477 $3.5M
Dunhill Financial, LLC 0.83% Add +6.1% 28,468 $3.5M
Well Done, LLC 0.52% Add +5.7% 28,461 $3.5M
Beaumont Financial Advisors, LLC 0.24% Reduce -9.4% 28,434 $3.5M
Integrated Advisors Network LLC 0.18% Reduce -53.6% 28,318 $3.5M
Aft, Forsyth & Company, Inc. 1.66% Reduce -0.6% 28,310 $3.5M
Viewpoint Capital Management LLC 1.64% No change 28,269 $3.5M
YANKCOM Partnership 1.44% Add +3.7% 28,245 $3.5M
Balanced Wealth Group LLC 1.26% Add +10.6% 28,240 $3.5M
CoreFirst Bank & Trust 1.85% Reduce -2.0% 28,041 $3.5M
Destiny Capital Corp 1.86% Add +2.0% 28,006 $3.5M
DBK Financial Counsel, LLC 2.64% Reduce -0.4% 28,000 $3.5M
Trust Point Inc. 0.30% Add +729.9% 27,951 $3.5M
Jacobi Capital Management LLC 0.19% Add +1.1% 27,678 $3.4M
Breakwater Capital Group 0.46% Add +3.9% 27,659 $3.4M
Trust Co. of Toledo NA 0.33% Add +0.9% 27,612 $3.4M
Farmers Trust Co. 0.54% Add +5.8% 27,558 $3.4M
Gryphon Financial Partners LLC 0.36% Reduce -4.9% 27,451 $3.4M
Annex Advisory Services, LLC 0.06% Reduce -20.2% 27,430 $3.4M
HUB Investment Partners, LLC 0.08% Add +17.3% 27,422 $3.4M
Wiser Wealth Management, Inc 0.73% Reduce -2.3% 27,386 $3.4M
JMG Financial Group, Ltd. 0.09% Reduce -0.4% 27,294 $3.4M
Verdence Capital Advisors LLC 0.20% Add +4.5% 27,054 $3.4M
Ewa, LLC 0.76% Reduce -37.4% 27,041 $3.4M
Tilson Financial Group, Inc. 1.01% Reduce -1.2% 27,027 $3.4M
Gallagher Capital Advisors, LLC 2.26% Reduce -0.4% 27,006 $3.4M
Adkins Seale Capital Management LLC 3.30% Add +2.1% 26,857 $3.3M
Steigerwald, Gordon & Koch Inc. 0.34% Reduce -0.6% 26,717 $3.3M
JHP Wealth Management, LLC 3.17% Add +42.0% 26,648 $3.3M
Koshinski Asset Management, Inc. 0.21% Add +2.1% 26,598 $3.3M
Vawter Financial, Ltd. 1.38% Reduce -12.3% 26,426 $3.3M
Laurel Oak Wealth Management, LLC 0.55% Reduce -7.9% 26,405 $3.3M
Westmount Partners, LLC 0.81% Add +1.0% 26,302 $3.3M
Diversified Portfolios, Inc. 0.27% Reduce -7.0% 26,279 $3.3M
GAMMA Investing LLC 0.15% Add +10.1% 26,238 $3.3M
Golden State Wealth Management, LLC 0.36% Add +5.6% 26,161 $3.3M
Ascentis Independent Advisors 0.25% Add +174.3% 26,098 $3.2M
Park Place Capital Corp 0.65% Reduce -1.7% 26,099 $3.2M
Southeast Asset Advisors, LLC 0.35% Add +10.9% 26,021 $3.2M
Godfrey Financial Associates, Inc. 2.78% Reduce -1.4% 26,014 $3.2M
Cornerstone Wealth Management, LLC 0.16% Reduce -0.3% 25,887 $3.2M
Newman Dignan & Sheerar, Inc. 0.68% Add +11.9% 25,869 $3.2M
Mill Creek Capital Advisors, LLC 0.07% Reduce -1.2% 25,843 $3.2M
Atticus Wealth Management, LLC 0.87% Reduce -3.7% 25,731 $3.2M
Shepherd Kaplan Krochuk, LLC 2.64% Reduce -3.1% 25,264 $3.1M
Diversified Trust Co. 0.06% Reduce -14.1% 25,228 $3.1M
FourThought Financial Partners, LLC 0.27% Add +12.5% 25,169 $3.1M
TPG Advisors LLC 1.95% Reduce -2.5% 25,161 $3.1M
SOA Wealth Advisors, LLC. 0.59% Reduce -4.7% 25,079 $3.1M
CVA Family Office, LLC 0.33% Add +4.3% 25,078 $3.1M
Westside Investment Management, Inc. 0.48% Add +2.8% 25,063 $3.1M
True North Advisors, LLC 0.36% Add +157.0% 25,064 $3.1M
Keystone Financial Group 0.21% Add +1.4% 23,879 $3.1M
Essex Financial Services, Inc. 0.17% Reduce -3.2% 24,963 $3.1M
Precision Wealth Strategies, LLC 1.03% Reduce -14.7% 24,935 $3.1M
Shufro Rose & Co. LLC 0.21% Add +2.5% 24,897 $3.1M
Pennsylvania Capital Management Inc. 0.88% Reduce -0.4% 24,781 $3.1M
Journey Beyond Wealth, LLC 2.64% Reduce -17.2% 24,720 $3.1M
ETF Portfolio Partners, Inc. 0.80% Reduce -5.1% 24,642 $3.1M
Greenwood Capital Associates LLC 0.34% Reduce -1.6% 24,596 $3.1M
Union Savings Bank 1.34% Add +3.3% 24,558 $3.1M
Hicks Capital Management LLC 3.05% Reduce -0.4% 24,525 $3.0M
Wealthquest Corp 0.22% Reduce -5.1% 24,467 $3.0M
Birch Financial Group, LLC 1.77% Add +7.4% 24,427 $3.0M
PCA Investment Advisory Services Inc. 1.01% Reduce -13.7% 24,283 $3.0M
Armbruster Capital Management, Inc. 0.49% Add +8.2% 24,238 $3.0M
Flputnam Investment Management Co. 0.04% Reduce -13.5% 24,184 $3.0M
Municipal Employees' Retirement System of Michigan 0.03% No change 24,129 $3.0M
Montis Financial, LLC 0.62% Add +2.1% 24,087 $3.0M
Samalin Investment Counsel, LLC 1.06% Add +23.6% 23,945 $3.0M
Larch Capital Partners LLC 0.43% New 23,935 $3.0M
New Hampshire Trust 0.60% Reduce -12.2% 23,893 $3.0M
Susquehanna International Group, LLP 0.00% Reduce -72.4% 23,866 $3.0M
Boyd Watterson Asset Management LLC 0.91% No change 23,850 $3.0M
GW&K Investment Management, LLC 0.03% Add +11.7% 23,792 $3.0M
Zacks Investment Management 0.02% Reduce -3.9% 23,606 $2.9M
Bluestem Financial Advisors, LLC 1.13% Reduce -4.4% 23,595 $2.9M
Mullaney, Keating & Wright, Inc. 1.59% Reduce -10.4% 23,561 $2.9M
United Community Bank 0.98% Reduce -9.1% 23,541 $2.9M
Arete Wealth Advisors, LLC 0.22% Add +0.5% 23,513 $2.9M
American National Bank & Trust 0.28% Reduce -0.3% 23,439 $2.9M
Arax Advisory Partners 0.08% Reduce -17.0% 23,263 $2.9M
Tiemann Investment Advisors, LLC 1.13% Add +0.2% 23,236 $2.9M
Midwest Professional Planners, LTD. 0.67% Add +3.1% 22,969 $2.9M
Keebeck Wealth Management 0.32% Reduce -15.5% 22,968 $2.9M
One Capital Management, LLC 0.08% Reduce -0.5% 22,838 $2.8M
Allspring Global Investments Holdings, LLC 0.00% No change 22,723 $2.8M
RoundAngle Advisors LLC 2.12% Add +2.1% 22,826 $2.8M
Tanaka Capital Management Inc. 4.74% Add +132.2% 220,216 $2.8M
Glen Eagle Advisors, LLC 0.40% Add +3.8% 22,701 $2.8M
Tradition Wealth Management, LLC 0.20% Reduce -0.3% 22,682 $2.8M
Independent Family Office, LLC 1.16% Add +6.5% 22,654 $2.8M
Black Diamond Financial, LLC 0.31% Reduce -34.1% 22,580 $2.8M
Strive Financial Group ,LLC 1.49% Reduce -0.0% 22,555 $2.8M
Greenwich Wealth Management LLC 0.11% Reduce -3.4% 22,536 $2.8M
CM Wealth Advisors LLC 0.59% Add +0.1% 22,454 $2.8M
Quotient Wealth Partners, LLC 0.07% Reduce -7.0% 22,428 $2.8M
VeraBank, N.A. 0.51% Add +1.9% 22,423 $2.8M
Mechanics Bank Trust Department 0.39% Add +14.4% 22,419 $2.8M
Woodside Wealth Management LLC 2.18% Reduce -4.1% 22,410 $2.8M
Fortress Financial Solutions, LLC 2.91% Reduce -10.7% 22,390 $2.8M
Valley National Advisers Inc. 0.36% Reduce -5.4% 22,387 $2.8M
Rialto Wealth Management, LLC 0.62% No change 22,362 $2.8M
RVW Wealth, LLC 0.22% Add +0.0% 22,329 $2.8M
Capital Squared Financial LLC 2.11% Add +4.7% 22,237 $2.8M
Two Sigma Securities, LLC 0.32% Add +51.5% 22,211 $2.8M
Astra Wealth Partners LLC 1.73% Add +5.6% 22,121 $2.7M
Innovative Wealth Building LLC 1.93% Reduce -0.1% 22,094 $2.7M
Cahill Financial Advisors Inc. 0.30% Reduce -1.1% 22,089 $2.7M
Cornerstone Advisors Asset Management, LLC 0.42% Reduce -4.6% 22,052 $2.7M
Syon Capital LLC 0.14% Reduce -3.8% 21,961 $2.7M
Elm Partners Management LLC 0.12% Add +7.0% 22,514 $2.7M
Wealth Management Partners, LLC 0.78% Reduce -0.7% 21,828 $2.7M
Culbertson A N & Co. Inc. 0.35% Reduce -0.1% 21,796 $2.7M
Family Office Research LLC 1.17% Add +4.2% 21,728 $2.7M
Dynamic Advisor Solutions LLC 0.09% Reduce -20.6% 21,689 $2.7M
PFG Advisors 0.13% Reduce -4.3% 21,674 $2.7M
Financial Counselors Inc. 3.80% Reduce -0.1% 21,639 $2.7M
Quest 10 Wealth Builders, Inc. 2.36% Add +0.6% 21,624 $2.7M
BridgePort Financial Solutions, LLC 0.76% Reduce -4.3% 21,623 $2.7M
TopTier Wealth Management, LLC 1.65% Add +11.7% 21,586 $2.7M
Emergent Wealth Advisors, LLC 1.58% Reduce -65.9% 21,515 $2.7M
UNIVEST FINANCIAL Corp 0.15% Reduce -0.4% 21,508 $2.7M
McGlone Suttner Wealth Management, Inc. 0.35% Reduce -7.6% 21,371 $2.7M
Wealth Alliance, LLC 0.26% Reduce -12.2% 21,349 $2.7M
Intrinsic Value Partners, LLC 2.04% Add +5.4% 21,326 $2.7M
Mutual of America Capital Management LLC 0.03% Add +4.3% 21,278 $2.6M
Arvest Investments, Inc. 0.36% Reduce -3.1% 21,186 $2.6M
Ames National Corp. 1.58% Add +4.3% 21,146 $2.6M
Harbour Capital Advisors, LLC 0.50% Add +3.2% 19,369 $2.6M
TruNorth Capital Management, LLC 0.50% Reduce -1.0% 21,043 $2.6M
Pinnacle Bancorp, Inc. 0.77% Reduce -0.4% 20,890 $2.6M
Busey Bank 0.07% Reduce -9.5% 20,885 $2.6M
Argyle Capital Partners, LLC 1.87% Reduce -3.4% 20,854 $2.6M
Dana Investment Advisors, Inc. 0.08% Add +4.3% 20,818 $2.6M
Evanson Asset Management, LLC 0.14% Reduce -0.6% 20,718 $2.6M
Thoroughbred Financial Services, LLC 0.15% Reduce -1.3% 20,721 $2.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.8% 20,681 $2.6M
Joel Isaacson & Co., LLC 0.09% Add +5.7% 20,634 $2.6M
LCW Services, LLC 1.27% Reduce -76.8% 20,627 $2.6M
CRA Financial Services, LLC 0.33% Reduce -6.0% 20,592 $2.6M
Novem Group 0.29% Reduce -0.4% 20,579 $2.6M
Lewis Asset Management, LLC 1.04% Reduce -0.9% 20,506 $2.5M
VestGen Advisors, LLC 0.07% Add +237.1% 18,727 $2.5M
Narwhal Capital Management 0.19% No change 20,450 $2.5M
Novak & Powell Financial Services, Inc. 1.37% Add +0.3% 20,424 $2.5M
Cerity Partners Retirement Plan Advisors LLC 1.30% — 20,408 $2.5M
Peterson Wealth Advisors, LLC 0.34% Reduce -0.1% 20,385 $2.5M
RiverGlades Family Offices LLC 1.49% — 20,363 $2.5M
David J Yvars Group 1.41% Reduce -0.2% 20,328 $2.5M
Marin Bay Wealth Advisors, LLC 1.52% Reduce -4.8% 20,298 $2.5M
LOM Asset Management Ltd 0.72% Add +2.4% 20,226 $2.5M
Chapin Davis, Inc. 0.56% Reduce -0.7% 20,142 $2.5M
Pines Wealth Management, LLC 0.81% Reduce -9.2% 20,093 $2.5M
Twin Focus Capital Partners, LLC 0.29% Add +5.8% 20,088 $2.5M
John W. Brooker & Co., CPAs 3.93% Reduce -21.4% 20,086 $2.5M
Agf Management Ltd. 0.01% Reduce -0.9% 20,025 $2.5M
Illinois Municipal Retirement Fund 0.03% New 20,000 $2.5M
Absolute Capital Management, LLC 0.83% Add +0.8% 19,981 $2.5M
Sentinel Wealth Management, Inc. 1.98% Add +1.9% 19,942 $2.5M
Mann Financial Group, Inc. 2.33% Add +12.4% 19,937 $2.5M
Provenance Wealth Advisors, LLC 0.26% Reduce -23.5% 19,896 $2.5M
Davis R M Inc. 0.04% Reduce -7.5% 19,875 $2.5M
Franklin, Parlapiano, Turner & Welch, LLC 0.59% No change 18,211 $2.5M
Mine & Arao Wealth Creation & Management, LLC. 1.03% Reduce -0.0% 19,810 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -38.8% 19,781 $2.5M
Vontobel Holding Ltd. 0.01% Add +131.8% 19,700 $2.4M
Gerald Baker Financial Group LLC 0.77% — 19,637 $2.4M
Roberts Wealth Advisors, LLC 0.62% Add +10.3% 19,605 $2.4M
Seeds Investor LLC 0.33% Add +34.6% 18,386 $2.4M
Inspire Advisors, LLC 0.20% Reduce -8.1% 19,517 $2.4M
Ascent Group, LLC 0.08% Reduce -1.2% 19,459 $2.4M
Aua Capital Management, LLC 1.23% No change 19,397 $2.4M
Fort Point Capital Partners LLC 0.32% Add +3.7% 19,378 $2.4M
Plancorp, LLC 0.07% Add +2.0% 18,373 $2.4M
Invera Wealth Advisors, LLC 1.53% Reduce -1.5% 19,210 $2.4M
Tranquility Partners, LLC 0.90% Add +4.1% 19,180 $2.4M
Lionsbridge Wealth Management LLC 2.39% Reduce -17.3% 19,161 $2.4M
BXM Wealth LLC 1.83% Add +0.0% 19,103 $2.4M
Flavin Financial Services, Inc. 1.60% Add +2.4% 19,071 $2.4M
Staley Capital Advisers Inc. 0.10% No change 18,991 $2.4M
Balentine LLC 0.09% Reduce -11.0% 18,889 $2.3M
Missouri Trust & Investment Co 0.69% Add +2.7% 18,868 $2.3M
RMR Wealth Builders 0.18% Reduce -64.1% 18,852 $2.3M
Guardian Asset Advisors, LLC 1.37% Add +459.8% 18,848 $2.3M
Ullmann Wealth Partners Group, LLC 0.24% Reduce -6.1% 18,777 $2.3M
Cornell Pochily Investment Advisors, Inc. 0.68% Reduce -4.0% 18,527 $2.3M
Russell Investments Group, Ltd. 0.00% Add +11.6% 18,527 $2.3M
World Equity Group, Inc. 0.60% Reduce -0.1% 18,506 $2.3M
Affinity Capital Advisors, LLC 0.32% Add +1.4% 18,478 $2.3M
Caprock Group, LLC 0.06% Add +8.9% 18,468 $2.3M
GC Wealth Management RIA, LLC 0.10% Add +1.1% 18,462 $2.3M
Synergy Asset Management, LLC 0.24% Add +310.5% 18,403 $2.3M
Core Wealth Advisors, Inc. 0.55% Reduce -3.8% 18,384 $2.3M
Heritage Wealth Management, Inc./Texas 0.98% Reduce -12.9% 18,372 $2.3M
Evoke Wealth, LLC 0.04% Reduce -1.8% 18,349 $2.3M
St. Clair Advisors, LLC 0.61% Add +11.8% 18,327 $2.3M
Expressive Wealth LLC 2.17% Reduce -10.6% 16,374 $2.3M
Delta Financial Advisors LLC 0.59% No change 18,298 $2.3M
Narus Financial Partners, LLC 0.60% Reduce -5.6% 18,286 $2.3M
Bradley Foster & Sargent Inc. 0.04% Reduce -1.9% 18,246 $2.3M
Smartleaf Asset Management LLC 0.08% Reduce -10.4% 18,729 $2.3M
Owl Creek Wealth Partners LLC 0.81% — 18,200 $2.3M
Sage Financial Management Group, Inc. 0.69% Reduce -0.3% 18,159 $2.3M
Intrua Financial, LLC 0.24% Reduce -1.6% 18,149 $2.3M
Eastern Bank 0.04% Add +7.3% 18,114 $2.3M
Quantbot Technologies LP 0.09% New 18,056 $2.2M
Accurate Wealth Management, LLC 0.27% Add +5.7% 17,209 $2.2M
Bison Wealth, LLC 0.22% Add +3.3% 16,447 $2.2M
Revolve Wealth Partners, LLC 0.29% Reduce -7.7% 17,827 $2.2M
Legacies Wealth LLC 1.40% No change 17,711 $2.2M
SBI Securities Co., Ltd. 0.06% Add +1.5% 17,701 $2.2M
Fulton Bank, N.A. 0.08% Add +12.1% 17,686 $2.2M
South Plains Financial, Inc. 1.28% Add +14.5% 17,657 $2.2M
Obermeyer Wealth Partners 0.10% Reduce -1.0% 17,642 $2.2M
SevenBridge Financial Group, LLC 0.34% Reduce -5.6% 16,112 $2.2M
SWP Financial LLC 1.11% Add +2.0% 17,560 $2.2M
Zhang Financial LLC 0.08% Add +0.4% 17,477 $2.2M
Bernicke Wealth Management, Ltd. 0.28% Reduce -0.5% 17,409 $2.2M
ABLE Financial Group, LLC 0.42% Add +13.5% 17,370 $2.2M
McNamara Financial Services, Inc. 0.41% Reduce -2.6% 17,348 $2.2M
QRG Capital Management, Inc. 0.02% Add +101.2% 17,339 $2.2M
Viawealth, LLC 1.20% Add +0.0% 17,321 $2.2M
Ethos Financial Group, LLC 0.16% Add +19.9% 17,488 $2.1M
Kohmann Bosshard Financial Services, LLC 0.21% Reduce -0.9% 17,145 $2.1M
Cypress Financial Planning LLC 0.59% Add +6.3% 17,091 $2.1M
Shelton Wealth Management, LLC 0.93% Reduce -8.5% 16,968 $2.1M
Means Investment Co., Inc. 0.18% Reduce -1.4% 16,906 $2.1M
Founders Grove Wealth Partners, LLC 0.48% Reduce -5.3% 16,900 $2.1M
Scotia Capital Inc. 0.01% Reduce -0.8% 16,894 $2.1M
Capital Advisors, Ltd. LLC 0.24% Add +2.2% 16,835 $2.1M
Invst, LLC 0.24% Add +41.5% 16,829 $2.1M
Foundation Wealth Management, LLC\PA 0.74% Reduce -9.9% 16,812 $2.1M
Stratos Investment Management, LLC 0.08% Reduce -3.8% 16,806 $2.1M
Second Line Capital, LLC 0.40% Reduce -11.5% 15,213 $2.1M
OpenArc Corporate Advisory, LLC 0.03% Add +8.8% 16,759 $2.1M
Thrive Wealth Management, LLC 0.31% Add +0.0% 16,617 $2.1M
Ramsay, Stattman, Vela & Price, Inc. 0.41% Add +8.4% 16,605 $2.1M
PFG Investments, LLC 0.10% Reduce -6.3% 16,541 $2.1M
FRG Family Wealth Advisors LLC 0.34% Reduce -4.3% 16,527 $2.1M
Patriot Investment Management Group, Inc. 0.13% No change 16,518 $2.1M
Uniting Wealth Partners, LLC 0.44% Add +0.1% 16,507 $2.1M
Camelot Technology Advisors, Inc. 1.50% Reduce -6.2% 16,484 $2.0M
Sunburst Financial Group, LLC 0.39% Add +7.0% 16,467 $2.0M
Stratos Wealth Advisors, LLC 0.13% Reduce -35.9% 16,442 $2.0M
Hudson Oak Wealth Advisory LLC 1.77% Add +6.8% 16,411 $2.0M
Mayport, LLC 0.38% Add +492.6% 16,367 $2.0M
Moors & Cabot, Inc. 0.09% Add +3.1% 16,353 $2.0M
Jamison Private Wealth Management, Inc. 0.25% Add +3.1% 16,308 $2.0M
Blue Line Capital, LLC / IL 2.29% Reduce -27.5% 16,289 $2.0M
2UniFi Bank 0.97% Add +3.2% 16,196 $2.0M
Forza Wealth Management, LLC 0.70% No change 16,186 $2.0M
Hilltop National Bank 0.48% Reduce -5.5% 16,174 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Reduce -37.8% 16,150 $2.0M
NerdWallet Wealth Partners, LLC 0.88% Add +53.6% 16,140 $2.0M
TRUE Private Wealth Advisors 0.19% Reduce -6.7% 16,107 $2.0M
Winebrenner Capital Management LLC 1.28% Add +11.8% 16,071 $2.0M
WealthShield Partners, LLC 0.22% Reduce -1.4% 16,037 $2.0M
Urban Wealth Management, LLC 2.04% Reduce -10.0% 16,025 $2.0M
Novare Capital Management LLC 0.16% New 15,968 $2.0M
Coldstream Capital Management Inc. 0.02% Reduce -7.2% 15,957 $2.0M
Continuum Advisory, LLC 0.19% Reduce -5.5% 15,917 $2.0M
Secure Asset Management, LLC 0.31% Reduce -17.5% 15,728 $2.0M
JT Stratford LLC 0.25% Reduce -14.6% 15,724 $2.0M
Retirement Guys Formula LLC 0.90% Add +1.9% 15,770 $2.0M
Great Diamond Partners, LLC 0.37% Reduce -8.7% 15,666 $1.9M
Cora Capital Advisors LLC 0.64% Reduce -3.1% 15,647 $1.9M
Huntington National Bank 0.01% New 15,573 $1.9M
First County Bank 1.04% Reduce -3.1% 15,564 $1.9M
Joel Adams & Associates, Inc. 1.43% Reduce -6.7% 15,543 $1.9M
Indivisible Partners 0.17% Reduce -5.8% 15,518 $1.9M
Choate Investment Advisors 0.04% Reduce -2.3% 15,504 $1.9M
Wilkins Miller Wealth Management, LLC 1.16% Add +13.2% 15,446 $1.9M
NBT Bank, N.A. 0.13% Add +10.5% 15,386 $1.9M
Alpine Bank Wealth Management 0.28% Reduce -2.5% 15,385 $1.9M
Roman Butler Fullerton & Co. 0.53% Reduce -3.4% 14,698 $1.9M
Grey Ledge Advisors, LLC 0.43% Add +0.9% 15,310 $1.9M
MidFirst Bank 0.16% Reduce -3.2% 15,306 $1.9M
Cambridge Advisors Inc. 0.37% Add +0.0% 15,248 $1.9M
Ensign Peak Advisors, Inc 0.00% New 15,166 $1.9M
Rockwood Wealth Management, LLC 0.13% Reduce -0.4% 15,144 $1.9M
Coastline Trust Co 0.19% Reduce -14.7% 15,124 $1.9M
Penobscot Investment Management Company, Inc. 0.15% Reduce -0.5% 15,059 $1.9M
High Net Worth Advisory Group LLC 0.44% Reduce -6.0% 15,058 $1.9M
Keenan, LLC 1.58% Reduce -31.6% 15,073 $1.9M
BlueSky Wealth Advisors, LLC 0.24% Add +1.5% 15,010 $1.9M
RCW Management, LLC 1.90% Reduce -9.5% 14,942 $1.9M
Baldwin Investment Management, LLC 0.22% Add +0.9% 14,919 $1.9M
Quadcap Wealth Management, LLC 0.21% Reduce -4.5% 14,918 $1.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +726.6% 14,813 $1.8M
Bearing Point Capital, LLC 0.29% Reduce -11.5% 14,803 $1.8M
Colorado Capital Management, Inc. 0.68% Reduce -2.3% 14,729 $1.8M
Intergy Private Wealth, LLC 0.54% Add +0.9% 14,680 $1.8M
Steph & Co. 0.52% Reduce -19.7% 14,677 $1.8M
JSF Financial, LLC 0.36% Reduce -17.0% 14,627 $1.8M
Vise Technologies, Inc. 0.04% No change 15,090 $1.8M
Compass Wealth Management LLC 0.45% Reduce -5.7% 14,524 $1.8M
SeaBridge Investment Advisors LLC 0.30% No change 14,491 $1.8M
Carrera Capital Advisors 0.28% Reduce -1.6% 14,484 $1.8M
Fiduciary Advisors, Inc. 1.35% Reduce -1.0% 14,437 $1.8M
Brown Wealth Management, LLC 0.46% Reduce -34.0% 14,432 $1.8M
Emerald Advisors, LLC 0.22% Reduce -44.6% 14,380 $1.8M
Fairvoy Private Wealth, LLC 0.43% New 14,363 $1.8M
Ellevest, Inc. 0.25% Reduce -0.7% 14,326 $1.8M
LFG Wealth Partners, LLC 1.07% Add +10.7% 14,309 $1.8M
Princeton Global Asset Management LLC 0.29% Add +15.2% 14,214 $1.8M
Redwood Wealth Management Group, LLC 0.76% Reduce -0.3% 14,209 $1.8M
Rathbones Group PLC 0.01% Reduce -0.9% 14,203 $1.8M
Summit Global Investments 0.10% Add +64.2% 14,194 $1.8M
Financial Planning Hawaii, Inc. 1.04% Reduce -6.2% 14,123 $1.8M
General Partner, Inc. 1.07% No change 14,115 $1.8M
International Private Wealth Advisors LLC 1.07% Add +2.1% 14,102 $1.8M
Kassira Wealth Management LLC 1.61% Reduce -24.0% 14,081 $1.8M
Michael Brady & Co., LLC 1.76% Reduce -0.3% 14,077 $1.7M
Goldstein Advisors, LLC 0.19% Add +0.9% 14,064 $1.7M
Blue Trust, Inc. 0.02% Reduce -21.7% 14,019 $1.7M
Brady Family Wealth, LLC 0.54% Add +4.1% 13,963 $1.7M
Clear Wave Wealth Management LLC 0.44% — 13,934 $1.7M
Strathmore Capital Advisors, Inc. 0.49% Add +146.5% 12,654 $1.7M
Institute for Wealth Management, LLC. 0.19% Add +25.3% 13,866 $1.7M
Awm Capital, LLC 0.16% Add +0.0% 13,809 $1.7M
O'Brien Greene & Co. Inc 0.49% Reduce -0.9% 13,801 $1.7M
Inman Jager Wealth Management, LLC 1.00% Add +31.0% 13,798 $1.7M
Wilshire Advisors LLC 17.17% Reduce -5.3% 13,765 $1.7M
Peak Asset Management, LLC 0.30% Add +0.8% 13,755 $1.7M
WP Advisors, LLC 0.44% Add +0.4% 13,734 $1.7M
Talisman Wealth Advisors LLC 1.38% Reduce -24.4% 13,733 $1.7M
Avion Wealth 0.35% Reduce -1.3% 13,728 $1.7M
Retirement Investment Advisors, Inc. 0.14% Add +0.5% 14,162 $1.7M
Eagle Strategies LLC 0.20% Add +0.9% 13,680 $1.7M
TFC Financial Management, Inc. 0.21% Add +6.7% 13,668 $1.7M
Regatta Capital Group, LLC 0.26% Add +0.5% 13,664 $1.7M
RiverFront Investment Group, LLC 0.03% Add +100.1% 13,596 $1.7M
Portland Global Advisors LLC 0.18% Reduce -3.0% 13,518 $1.7M
Foster Victor Wealth Advisors, LLC 0.10% Reduce -1.2% 12,685 $1.7M
Asset Dedication, LLC 0.12% Reduce -0.0% 13,466 $1.7M
Kellett Wealth Advisors, LLC 0.91% Reduce -0.5% 13,450 $1.7M
Quattro Financial Advisors LLC 0.50% Reduce -11.7% 13,386 $1.7M
Yanni & Associates Investment Advisors, LLC 1.72% Add +1.1% 13,365 $1.7M
Baker Avenue Asset Management, LP 0.04% Add +18.6% 13,330 $1.7M
Fisher Asset Management 0.00% Add +17.1% 13,326 $1.7M
Integrity Advisory Solutions, LLC 0.22% Reduce -87.3% 13,257 $1.6M
Center for Financial Planning, Inc. 0.17% Reduce -2.5% 13,202 $1.6M
Olistico Wealth, LLC 0.81% Reduce -3.5% 13,186 $1.6M
Advisor OS, LLC 0.12% Add +16.8% 13,175 $1.6M
SWS Partners 0.40% Reduce -9.8% 13,112 $1.6M
Azimuth Capital Investment Management LLC 0.06% Add +10.6% 13,045 $1.6M
Pension & Wealth Management Advisors, Inc. 0.48% Add +2.7% 13,038 $1.6M
Arcadia Investment Advisors LLC 0.76% Reduce -1.2% 13,032 $1.6M
Argentarii, LLC 0.57% Reduce -5.4% 13,011 $1.6M
Olde Wealth Management, LLC 0.51% Reduce -2.9% 13,015 $1.6M
Darden Wealth Group Inc 0.82% Reduce -1.1% 12,991 $1.6M
Odyssey Capital Advisors, Inc. 1.44% Add +13.7% 12,967 $1.6M
Signet Financial Management, LLC 0.18% Reduce -3.2% 12,937 $1.6M
Lineweaver Wealth Advisors, LLC 0.22% Reduce -1.0% 12,936 $1.6M
Nova R Wealth, Inc. 0.51% Reduce -0.4% 12,904 $1.6M
Rik Saylor Financial, Inc. 1.21% Add +0.0% 12,863 $1.6M
Stock Yards Bank & Trust Co. 0.05% Add +13.4% 12,851 $1.6M
KWB Wealth 0.16% No change 13,267 $1.6M
American State Bank (Iowa) 0.76% Reduce -7.3% 12,791 $1.6M
DHJJ Financial Advisors, Ltd. 0.52% Reduce -0.5% 12,736 $1.6M
Qube Research & Technologies Ltd 0.00% Reduce -92.4% 12,713 $1.6M
Midland Wealth Advisors, LLC 0.08% Reduce -5.2% 12,651 $1.6M
Leverty Financial Group, LLC 0.35% Reduce -14.4% 12,615 $1.6M
Spirepoint Private Client, LLC 0.15% Add +5.8% 12,593 $1.6M
Principle Wealth Partners LLC 0.09% Reduce -2.1% 12,565 $1.6M
Plimoth Trust Co. LLC 0.35% No change 12,525 $1.6M
Meridian Investment Counsel Inc. 0.37% Add +2.0% 12,518 $1.6M
RDA Financial Network 0.39% Reduce -1.4% 12,482 $1.6M
Sherman Wealth Management LLC 1.33% Reduce -1.4% 12,478 $1.6M
Powerhouse Assets LLC 1.34% Add +6.9% 12,401 $1.5M
Mascagni Wealth Management, Inc. 1.10% Reduce -0.3% 12,397 $1.5M
Alpha Wealth Funds, LLC 1.09% Reduce -5.8% 12,379 $1.5M
Silvia McColl Wealth Management, LLC 1.01% No change 12,379 $1.5M
Noble Wealth Management PBC 0.79% Reduce -0.2% 12,331 $1.5M
Arbor Trust Wealth Advisors, LLC 0.67% Reduce -0.4% 12,311 $1.5M
Financial Partners Group, Inc 0.18% Reduce -2.4% 12,288 $1.5M
XY Planning Network, Inc. 0.24% Add +35.0% 12,152 $1.5M
Rockland Trust Co. 0.06% Add +0.7% 12,192 $1.5M
Congress Asset Management Co. 0.01% Add +9.8% 12,158 $1.5M
Hardin Capital Partners, LLC 0.70% Add +2.6% 12,125 $1.5M
Alpha Capital Advisors Inc. 1.43% Add +1.3% 12,124 $1.5M
Confluence Wealth Services, Inc. 0.06% Add +10.8% 12,088 $1.5M
Interchange Capital Partners, LLC 0.47% Reduce -5.2% 14,320 $1.5M
North Dallas Bank & Trust Co. 1.01% Add +0.2% 12,015 $1.5M
Pacific Point Advisors, LLC 0.79% No change 11,993 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +149.8% 11,981 $1.5M
MKD Wealth Coaches, LLC 1.46% Reduce -13.0% 11,973 $1.5M
International Assets Investment Management, LLC 0.10% Reduce -4.8% 11,899 $1.5M
Nolet Wealth Management, LLC 0.85% Add +43.9% 11,956 $1.5M
Goldstone Financial Group, LLC 0.16% Reduce -48.4% 11,953 $1.5M
Flagship Private Wealth, LLC 0.60% Reduce -0.2% 11,951 $1.5M
Old North State Trust, LLC 0.88% Reduce -0.1% 11,941 $1.5M
TruWealth Advisors, LLC 0.07% Add +1.9% 11,928 $1.5M
Procyon Advisors, LLC 0.07% Add +5.2% 11,916 $1.5M
Debussy Capital Management LP 0.20% Reduce -0.7% 11,832 $1.5M
Columbia Bank 0.42% Reduce -0.8% 11,796 $1.5M
AlTi Global, Inc. 0.03% Reduce -5.0% 11,780 $1.5M
OMNI 360 Wealth, Inc. 0.76% Reduce -1.5% 11,779 $1.5M
Exencial Wealth Advisors, LLC 0.05% Add +8.2% 11,772 $1.5M
Teachers Insurance & Annuity Association of America 1.83% No change 11,752 $1.5M
Summit Investment Advisory Services, LLC 0.54% Reduce -0.1% 11,727 $1.5M
Willis Johnson & Associates, Inc. 0.09% Reduce -55.1% 11,725 $1.5M
Investment Advisory Services Inc. /TX 0.46% Reduce -5.7% 11,677 $1.5M
Cary Street Partners Investment Advisory LLC 0.37% Reduce -2.8% 11,674 $1.5M
LCNB Corp. 0.49% Add +0.6% 11,657 $1.4M
Valpey Financial Services, LLC 0.94% Reduce -0.4% 11,649 $1.4M
Anchor Investment Management, LLC 0.12% Reduce -0.6% 11,637 $1.4M
Cibc World Market Inc. 0.00% Add +0.6% 11,619 $1.4M
Fort Washington Investment Advisors Inc. 0.01% Add +3.8% 11,599 $1.4M
Firestone Capital Management 0.30% Add +5.8% 11,586 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.4M
Global View Capital Management LLC 0.38% New 11,531 $1.4M
Eldridge Investment Advisors, Inc. 0.31% Reduce -5.2% 11,530 $1.4M
Prairieview Wealth Partners, LLC 1.17% Reduce -2.3% 11,505 $1.4M
Destiny Wealth Partners, LLC 0.16% Reduce -1.3% 11,497 $1.4M
Resurgent Financial Advisors LLC 0.52% Reduce -6.8% 11,466 $1.4M
Tocqueville Asset Management L.P. 0.02% Add +7.0% 11,455 $1.4M
Richards, Merrill & Peterson, Inc. 0.52% Reduce -1.2% 11,428 $1.4M
DecisionMap Wealth Management, LLC 0.92% Reduce -9.6% 11,428 $1.4M
Grant Street Asset Management, Inc. 0.27% Reduce -20.9% 11,393 $1.4M
Coordinated Financial Services, Inc. 0.83% Add +10.2% 11,367 $1.4M
Tudor Financial Inc. 0.72% Reduce -0.8% 11,344 $1.4M
Riverpoint Wealth Management Holdings, LLC 0.30% Add +0.4% 11,325 $1.4M
GLR Partners, LLC 0.77% — 11,316 $1.4M
Cadinha & Co. LLC 0.26% Reduce -0.5% 11,300 $1.4M
New Republic Capital, LLC 0.47% Reduce -3.0% 11,294 $1.4M
Gilbert & Cook, Inc. 0.18% Reduce -0.2% 11,286 $1.4M
Sunbeam Capital Management, LLC 0.80% Add +0.4% 11,280 $1.4M
Heron Bay Capital Management 0.13% Add +205.3% 11,262 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Add +12.3% 11,234 $1.4M
William John Sempolinski 0.70% Add +1.5% 11,233 $1.4M
Beckerman Institutional, LLC 0.74% Add +0.8% 11,215 $1.4M
Allegheny Financial Group 0.19% Reduce -52.0% 11,176 $1.4M
Tennessee Valley Asset Management Partners 0.18% Add +14.3% 11,151 $1.4M
Sterling Financial Planning, Inc. 0.41% Reduce -0.9% 11,126 $1.4M
AAF Wealth Management, LLC 0.57% Reduce -1.0% 11,120 $1.4M
Bucket List Wealth Management, LLC 0.83% Reduce -20.6% 11,052 $1.4M
RPG Investment Advisory, LLC 0.16% Add +16.8% 10,960 $1.4M
Northwest Wealth Advisors, LLC 0.97% Add +9.4% 10,926 $1.4M
PCG Asset Management, LLC 1.08% Add +25.9% 10,905 $1.4M
Tru Independence Asset Management 2, LLC 0.83% Add +3.2% 10,882 $1.4M
Continuum Wealth Advisors, LLC 0.56% Reduce -4.6% 10,882 $1.4M
Arlington Trust Co LLC 0.12% Reduce -1.4% 10,862 $1.4M
HRC Wealth Management, LLC 0.63% Add +6.1% 10,804 $1.3M
Allen Capital Group, LLC 0.12% Reduce -3.4% 10,786 $1.3M
Simon Quick Advisors, LLC 0.06% Add +7.4% 10,766 $1.3M
Kathmere Capital Management, LLC 0.08% Reduce -0.5% 10,763 $1.3M
Valley Financial Group, Inc. 0.72% Reduce -0.7% 10,747 $1.3M
ZWJ Investment Counsel Inc. 0.05% Add +6.0% 10,745 $1.3M
Tilia Fiduciary Partners, Inc. 0.73% Add +0.1% 10,741 $1.3M
Carr Financial Group Corp 0.35% Add +25.0% 10,738 $1.3M
Chemistry Wealth Management LLC 0.23% No change 10,729 $1.3M
Aaron Wealth Advisors LLC 0.08% Reduce -21.9% 10,716 $1.3M
Port Capital LLC 0.06% Add +6.4% 10,655 $1.3M
MLP3, LLC 1.47% Reduce -0.2% 10,651 $1.3M
Bedminster, LLC 1.23% Reduce -3.8% 10,626 $1.3M
Maltin Wealth Management, Inc. 0.50% Add +3.2% 10,607 $1.3M
Milestone Investment Advisors LLC 0.32% Reduce -6.7% 10,587 $1.3M
Integrated Investment Consultants, LLC 0.28% Reduce -2.0% 10,581 $1.3M
AssuredPartners Investment Advisors, LLC 0.14% Add +8.3% 10,398 $1.3M
Ti-Trust, Inc. 0.78% No change 10,546 $1.3M
Essex Bank 0.29% No change 10,482 $1.3M
Pasadena Private Wealth, LLC 0.18% Reduce -0.7% 10,467 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.56% Add +4.3% 10,464 $1.3M
Oliver Luxxe Assets LLC 0.19% Reduce -0.1% 10,442 $1.3M
Aviance Capital Partners, LLC 0.15% Add +3.5% 10,354 $1.3M
Crusonia Wealth Advisors LLC 0.26% Reduce -3.1% 10,318 $1.3M
Finward Bancorp 1.02% Add +7.3% 10,302 $1.3M
FLC Capital Advisors 0.23% Reduce -5.5% 10,283 $1.3M
Lincoln Capital LLC 0.24% Reduce -0.1% 10,296 $1.3M
EverSource Wealth Advisors, LLC 0.04% Reduce -14.6% 10,271 $1.3M
Saxon Interests, Inc. 0.44% Reduce -10.4% 10,226 $1.3M
Compass Ion Advisors, LLC 0.12% Reduce -0.2% 10,215 $1.3M
Lansing Street Advisors 0.32% Add +0.2% 10,183 $1.3M
Charles Schwab Trust Co 0.08% Reduce -12.4% 10,169 $1.3M
Paladin Advisory Group, LLC 0.96% Reduce -7.5% 10,159 $1.3M
Aprio Wealth Management, LLC 0.07% Add +137.4% 10,146 $1.3M
Manhattan West Asset Management, LLC 0.25% Reduce -0.3% 10,143 $1.3M
Asset One Wealth Management LLC 0.14% Add +330.6% 9,322 $1.3M
Sound Income Strategies, LLC 0.06% Add +6.2% 10,070 $1.3M
Liberty Square Wealth Partners LLC 0.35% Reduce -0.3% 10,099 $1.3M
Solstein Capital, LLC 0.51% No change 10,073 $1.3M
Ausdal Financial Partners, Inc. 0.06% Add +11.0% 10,056 $1.3M
Severin Investments, LLC 1.07% Add +1.6% 10,050 $1.2M
Emerald Investment Advisers, LLC 0.11% — 10,017 $1.2M
KOM Wealth Management Group, LLC 0.85% Reduce -20.5% 10,014 $1.2M
Moneco Advisors, LLC 0.10% Reduce -6.4% 10,002 $1.2M
Prelude Capital Management, LLC 0.10% Reduce -33.3% 10,000 $1.2M
Higgins & Schmidt Wealth Strategies LLC 0.57% Reduce -7.4% 9,998 $1.2M
Riverchase Wealth Management, LLC 0.65% No change 9,975 $1.2M
Index Fund Advisors, Inc. 0.06% Add +0.1% 9,954 $1.2M
Wealth Dimensions Group, Ltd. 0.24% Reduce -1.6% 9,952 $1.2M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +23.5% 9,931 $1.2M
Sherry Group, Inc. 1.34% Add +0.0% 9,878 $1.2M
Sovereign Financial Group, Inc. 0.21% Reduce -12.0% 9,853 $1.2M
Sound Financial Strategies Group, LLC 0.84% Add +17.0% 9,850 $1.2M
Broadview Financial Management, LLC 0.83% Add +0.1% 9,831 $1.2M
GS Investments, Inc. 0.70% Add +0.9% 9,764 $1.2M
Nixon Peabody Trust Co. 0.10% Reduce -53.7% 9,742 $1.2M
Alpha Omega Wealth Management LLC 0.20% Add +0.1% 9,733 $1.2M
Quadrant Private Wealth Management, LLC 0.19% Reduce -16.2% 9,684 $1.2M
StoneX Group Inc. 0.06% Reduce -55.2% 9,673 $1.2M
Clear Investment Research, LLC 1.87% Reduce -4.5% 9,621 $1.2M
Wealth Management Nebraska 0.12% Reduce -11.1% 9,565 $1.2M
Equity Wealth Partners, LLC 0.77% Reduce -1.7% 9,558 $1.2M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -8.5% 9,555 $1.2M
BlueChip Wealth Advisors LLC 0.52% Reduce -2.1% 9,536 $1.2M
Corsicana & Co. 0.75% Reduce -5.1% 11,332 $1.2M
Forefront Wealth Partners, LLC 0.50% Add +9.5% 9,525 $1.2M
National Wealth Management Group, LLC 0.44% Add +3.4% 9,520 $1.2M
KG Capital Management 0.85% Reduce -11.9% 9,487 $1.2M
Clearwater Capital Advisors, LLC 0.10% Reduce -8.6% 9,471 $1.2M
AdvisorNet Financial, Inc 0.06% Add +8.8% 9,456 $1.2M
NWF Advisory Services Inc. 0.13% Add +13.7% 9,427 $1.2M
First Commonwealth Financial Corp 0.19% Add +0.4% 9,414 $1.2M
Atlantic Edge Private Wealth Management, LLC 0.29% Add +344.9% 9,397 $1.2M
Layline Advisors, LLC 1.30% — 9,380 $1.2M
Legacy Financial Group LLC 0.15% No change 9,362 $1.2M
BIP Wealth, LLC 0.05% Reduce -3.2% 9,361 $1.2M
Baker Ellis Asset Management LLC 0.14% Reduce -2.3% 9,338 $1.2M
Maryland State Retirement & Pension System 0.02% Add +1.2% 9,330 $1.2M
Howland Capital Management LLC 0.05% Reduce -21.7% 9,318 $1.2M
Opinicus Capital, Inc. 0.81% Reduce -0.7% 9,289 $1.2M
Waterloo Capital, L.P. 0.08% Reduce -0.2% 9,267 $1.2M
Roundview Capital LLC 0.07% Reduce -4.4% 9,264 $1.2M
Cassaday & Co Wealth Management LLC 0.02% Add +2.4% 9,235 $1.1M
Sandy Cove Advisors, LLC 0.34% Add +1.4% 9,204 $1.1M
TD Capital Management LLC 0.10% Add +1.8% 9,201 $1.1M
First National Bank & Trust Co. of Newtown 0.25% Add +0.9% 9,179 $1.1M
Integrity Alliance, Llc. 0.04% Reduce -23.5% 9,172 $1.1M
Sendero Wealth Management, LLC 0.13% Add +2.0% 9,163 $1.1M
Vista Capital Partners, Inc. 0.11% Reduce -4.3% 9,150 $1.1M
Bullock Wealth Management Group 0.57% Add +3.1% 9,092 $1.1M
Bright Futures Wealth Management, LLC. 0.78% Reduce -0.5% 9,124 $1.1M
Compton Financial Group, LLC 0.25% Reduce -15.2% 9,072 $1.1M
SHP Wealth Management 0.08% Reduce -10.1% 9,037 $1.1M
Birchcreek Wealth Management, LLC 0.54% Add +7.2% 9,032 $1.1M
Laurel Wealth Planning LLC 0.59% Reduce -2.4% 9,027 $1.1M
Fiduciary Financial Group, LLC 0.15% Reduce -0.0% 9,026 $1.1M
Prosperity Bancshares Inc 0.90% Reduce -2.4% 9,010 $1.1M
Clearview Wealth Management LLC 0.79% — 8,988 $1.1M
IFC Advisors LLC 0.16% Reduce -12.7% 8,979 $1.1M
Tompkins Financial Corp. 0.09% Reduce -0.3% 8,972 $1.1M
Pine Valley Investments Ltd Liability Co 0.05% Add +29.2% 8,965 $1.1M
Insigneo Advisory Services, LLC 0.08% Reduce -15.8% 8,963 $1.1M
Pursuit Wealth Strategies, LLC 1.54% Reduce -3.1% 8,936 $1.1M
NavPoint Financial, Inc. 0.45% Add +0.1% 8,930 $1.1M
Cannell & Spears LLC 0.02% Add +0.1% 8,930 $1.1M
SG Americas Securities, LLC 0.00% Reduce -71.6% 8,907 $1.1M
Axis Wealth Partners, LLC 0.59% Add +1.4% 8,892 $1.1M
EdgeRock Capital LLC 0.30% Reduce -0.2% 8,871 $1.1M
71 West Capital Partners 0.05% Add +93.5% 8,838 $1.1M
Steelhead Wealth Management LLC 0.55% — 8,765 $1.1M
Nelson Capital Management, LLC 0.13% Reduce -4.9% 8,737 $1.1M
Cosner Financial Group, LLC 0.59% Reduce -3.6% 8,713 $1.1M
Vilga Financial Planning LLC 0.97% No change 8,700 $1.1M
Summit Wealth Group LLC / Co. 0.11% Add +414.3% 8,686 $1.1M
Texas Bank & Trust Co 0.41% Reduce -2.0% 8,681 $1.1M
Guardian Wealth Advisors, LLC / NC 0.07% Add +5.2% 8,677 $1.1M
Peak Planning Group, LLC 0.30% Reduce -1.3% 8,643 $1.1M
Plante Moran Financial Advisors, LLC 0.07% Add +0.3% 8,641 $1.1M
Canandaigua National Corp. 0.10% — 8,634 $1.1M
Helium Advisors LLC 1.02% Add +50.9% 8,596 $1.1M
Farnam Financial LLC 0.88% Reduce -11.5% 8,592 $1.1M
Ipswich Investment Management Co., Inc. 0.25% No change 8,584 $1.1M
PW Advisors, LLC \ FL 0.80% Reduce -35.9% 8,572 $1.1M
Thompson Investment Management, Inc. 0.14% Add +8.3% 8,554 $1.1M
PGIM Custom Harvest LLC 0.02% Add +11.7% 8,527 $1.1M
Victrix Investment Advisors 0.38% Add +12.3% 8,511 $1.1M
Defined Wealth Management, LLC 0.62% Add +0.5% 8,504 $1.1M
Bragg Financial Advisors, Inc 0.03% Reduce -1.1% 8,502 $1.1M
Forum Private Client Group LLC 0.35% Reduce -7.6% 8,458 $1.1M
Steel Grove Capital Advisors, LLC 0.11% Add +1.1% 8,432 $1.0M
Gemmer Asset Management LLC 0.08% Reduce -2.3% 8,413 $1.0M
Boston Trust Walden Corp 0.01% No change 8,390 $1.0M
KMT Wealth Management, LLC 0.57% Add +28.1% 8,383 $1.0M
Capital Management Associates, Inc 0.24% Reduce -11.9% 8,366 $1.0M
MFA Wealth Services 0.69% Reduce -0.5% 8,359 $1.0M
Sweeney & Michel, LLC 0.31% Reduce -0.2% 7,874 $1.0M
Inscription Capital, LLC 0.11% Reduce -3.0% 8,345 $1.0M
Curry Webb Wealth Management LLC 0.49% Reduce -30.1% 8,336 $1.0M
Foster Group, Inc. 0.03% Add +10.6% 8,269 $1.0M
Tandem Investment Partners LLC 0.86% Reduce -5.0% 8,205 $1.0M
Great Point Wealth Advisors, LLC 0.19% Reduce -1.3% 8,187 $1.0M
Innealta Capital, LLC 0.63% New 8,185 $1.0M
Formidable Asset Management, LLC 0.16% Reduce -0.0% 8,415 $1.0M
Tufton Capital Management 0.18% Add +5.7% 8,122 $1.0M
Sageworth Trust Co of South Dakota 0.80% Reduce -1.2% 8,103 $1.0M
Root Financial Partners, LLC 0.05% Add +19.3% 8,089 $1.0M
Calton & Associates, Inc. 0.14% Reduce -0.3% 8,083 $1.0M
Eaton Financial Holdings Company, LLC 0.33% Reduce -12.8% 8,079 $1.0M
Sound View Wealth Advisors Group, LLC 0.07% Add +6.1% 8,067 $1.0M
Sharkey, Howes & Javer 0.13% No change 8,056 $1.0M
Vanguard Advisers Inc. 0.00% — 8,050 $1.0M
Keystone Financial Group, Inc. 0.52% Reduce -7.0% 8,026 $998K
Sonata Capital Group Inc. 0.37% Add +3.8% 8,020 $997K
Townsend Asset Management Corp. /NC/ 0.36% Reduce -9.7% 7,992 $993K
TRB Wealth Management, LLC 0.14% — 7,984 $992K
Vannoy Advisory Group, Inc. 0.63% Add +0.0% 7,970 $991K
Prospect Financial Services LLC 0.60% Reduce -5.9% 7,962 $990K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -1.4% 7,935 $986K
Pacific Sun Financial Corp 0.47% Reduce -1.9% 7,890 $981K
1834 Investment Advisors Co. 0.12% Reduce -0.6% 7,871 $978K
Marks Group Wealth Management, Inc 0.09% No change 7,863 $977K
Marshall Wace, LLP 0.00% New 7,846 $975K
Spartan Wealth Advisory Services LLC 0.09% — 7,844 $975K
Orion Capital Management LLC 0.33% No change 7,803 $970K
GeoWealth Management, LLC 0.03% Reduce -8.8% 7,801 $970K
Hohimer Wealth Management, LLC 0.12% Add +0.5% 7,779 $967K
180 Wealth Advisors, LLC 0.11% Reduce -15.0% 7,763 $965K
Probity Advisors, Inc. 0.15% Reduce -2.4% 7,727 $961K
Berkshire Asset Management LLC 0.04% No change 7,725 $960K
Zions Bancorporation, National Association 0.06% No change 7,720 $960K
Ignite Planners, LLC 0.15% Add +11.5% 7,667 $958K
GM Advisory Group, LLC 0.04% Add +32.6% 7,698 $957K
Evolution Wealth Advisors, LLC 0.10% Reduce -7.8% 7,694 $956K
Objective Capital Management, LLC 0.97% Reduce -4.8% 7,693 $956K
Capital Developers, LLC 0.86% Reduce -0.1% 7,692 $956K
Camarda Financial Advisors, LLC 0.50% Add +1.8% 7,682 $955K
Mma Asset Management LLC 0.34% Reduce -16.1% 7,663 $953K
First Nebraska Trust Co 0.09% Add +9.3% 7,662 $952K
Opulen Financial Group LLC 0.67% Add +0.2% 7,622 $947K
Baltimore-Washington Financial Advisors, Inc. 0.04% Add +0.1% 7,597 $944K
Miller Capital Partners, Inc. 0.46% Add +1.6% 7,591 $944K
Total Clarity Wealth Management, Inc. 0.22% Add +25.0% 7,582 $943K
Integrity Wealth Partners, LLC 0.85% — 7,569 $941K
MLG Wealth Management DBA Pine Grove Financial Group 0.11% Add +3.8% 7,556 $939K
CrossGen Wealth, LLC 0.82% Reduce -0.6% 7,556 $939K
Phillips Wealth Planners LLC 0.71% Reduce -6.2% 6,824 $937K
Pitcairn Wealth Advisors LLC 0.09% Reduce -0.0% 7,797 $937K
Centurion Wealth Management LLC 0.21% Reduce -0.3% 7,516 $934K
Greenhouse Wealth Management, LLC 0.58% Add +0.1% 7,527 $933K
Colton Groome Financial Advisors, LLC 0.27% Reduce -1.4% 7,505 $933K
Y-Intercept (Hong Kong) Ltd 0.02% Add +26.8% 7,499 $932K
Rf&l Wealth Management, LLC 0.70% Add +2.4% 7,489 $931K
First Bancorp, Inc 0.46% Reduce -4.1% 7,486 $931K
Edgemoor Investment Advisors, Inc. 0.07% No change 7,454 $927K
Insight Advisors, LLC/ PA 0.18% Reduce -6.4% 7,409 $921K
M.E. Allison & Co., Inc. 0.61% No change 7,382 $918K
Trueblood Wealth Management, LLC 0.36% Add +12.2% 7,375 $917K
American Capital Advisory, LLC 0.37% Add +0.8% 7,339 $912K
Corundum Group, Inc. 0.30% Reduce -3.3% 7,334 $912K
Claro Advisors Inc. 0.11% Reduce -0.1% 7,330 $911K
Three Seasons Wealth, LLC 0.35% Reduce -4.1% 7,317 $910K
Richmond Investment Services, LLC 0.15% Reduce -0.9% 7,301 $908K
Sensible Money, LLC 0.28% Add +0.0% 7,292 $906K
Loudon Investment Management, LLC 0.49% Reduce -0.1% 7,287 $906K
Henrickson Nauta Wealth Advisors, Inc. 0.25% Reduce -50.0% 7,265 $903K
3EDGE Asset Management, LP 0.04% Add +143.3% 7,255 $902K
Cardiff Park Advisors, LLC 0.07% Add +0.1% 7,228 $899K
Go Invest LLC 0.26% Add +5.3% 7,227 $898K
Linscomb Wealth, Inc. 0.04% Reduce -15.4% 7,206 $896K
Kondo Wealth Advisors, Inc. 0.34% No change 7,196 $895K
Arcus Capital Partners, LLC 0.32% Reduce -51.8% 7,183 $893K
Winthrop Capital Management, LLC 0.23% No change 7,150 $889K
TL Private Wealth 0.35% Reduce -3.8% 6,823 $888K
Nicolet Bankshares Inc. 0.03% Add +12.0% 7,133 $887K
Redwood Family Wealth LLC 0.87% Reduce -1.6% 7,116 $885K
Petersen Hastings Wealth Advisors Inc. 0.08% Reduce -8.7% 7,088 $881K
Tulsa Wealth Advisors, INC 0.15% New 7,088 $881K
SC&H Financial Advisors, Inc. 0.13% Reduce -0.1% 7,027 $874K
Powell Investment Advisors, LLC 0.30% Reduce -0.1% 7,024 $873K
Advisors Capital Management, LLC 0.01% Add +0.3% 7,020 $873K
American Trust 0.08% Reduce -14.7% 7,018 $872K
Waters Parkerson & Co., LLC 0.04% No change 7,016 $872K
S&T Bank 0.33% No change 7,012 $872K
Fourth Dimension Wealth, LLC 0.33% Reduce -36.0% 6,997 $870K
ETF Store, Inc. 0.84% Add +16.6% 6,978 $867K
Donor Advised Charitable Giving, Inc. 0.02% Add +3.4% 6,968 $866K
White Lighthouse Investment Management Inc. 0.12% Add +2.7% 6,953 $864K
COFG Advisors, LLC 0.21% Add +24.4% 6,929 $861K
PTM Wealth Management, LLC 0.46% Reduce -1.2% 6,819 $860K
Sentinel Advisory Group, LLC 0.42% — 6,913 $859K
Capital Advisors Wealth Management, LLC 0.12% Reduce -0.3% 6,903 $858K
Client 1ST Advisory Group, LLC 0.26% Add +49.1% 6,885 $856K
Barrett & Company, Inc. 0.29% Reduce -1.9% 6,884 $856K
Talon Private Wealth, LLC 0.11% — 6,832 $849K
DRW Securities, LLC 0.05% No change 6,831 $849K
Angeles Wealth Management, LLC 0.05% Reduce -6.9% 6,811 $847K
Pacific Center for Financial Services 0.21% Reduce -20.6% 6,786 $844K
Wealth Effects LLC 0.30% Add +9.7% 6,781 $843K
BluePrint Investing LLC 0.75% Reduce -10.9% 6,766 $841K
KLCM Advisors, Inc. 0.07% Add +6.9% 6,713 $834K
Capasso Planning Partners LLC 0.45% Reduce -0.5% 6,653 $827K
Horizons Wealth Management 0.55% Reduce -0.1% 6,641 $826K
Commonwealth Financial Services, LLC 0.13% Add +0.2% 6,630 $824K
Twelve Points Wealth Management LLC 0.18% Reduce -0.8% 6,622 $823K
Cooper Financial Group 0.08% Reduce -1.1% 6,611 $822K
Jackson Hole Capital Partners, LLC 0.14% Add +23.5% 6,597 $820K
Clear Harbor Asset Management, LLC 0.06% Add +28.7% 6,591 $819K
LVM Capital Management Ltd. 0.08% No change 6,586 $819K
Emprise Bank 0.33% No change 6,580 $818K
Brio Consultants, LLC 0.10% Reduce -5.0% 5,922 $818K
Beacon Financial Advisory LLC 0.18% Add +11.3% 6,567 $816K
Connors Investor Services Inc. 0.08% Add +1.3% 6,549 $814K
WFA of San Diego, LLC 0.65% Reduce -7.6% 6,527 $811K
Stevens Capital Partners 0.19% Add +177.1% 6,507 $809K
IFS Group,LLC 0.72% — 6,502 $808K
Trivium Point Advisory, LLC 0.15% Reduce -16.7% 6,500 $808K
Bank Ozk 0.28% Add +0.4% 6,499 $808K
Acorn Wealth Advisors, LLC 0.24% Add +3.2% 6,496 $808K
Evolve Private Wealth, LLC 0.04% Add +8.7% 6,494 $807K
Lincoln Capital Corp. 0.30% No change 6,472 $805K
Advisory Alpha, LLC 0.02% Add +9.3% 6,407 $797K
Motco 0.07% Reduce -9.1% 6,383 $793K
Mosley Wealth Management 0.36% Add +0.1% 6,644 $789K
Security National Bank 0.11% Add +2.5% 6,346 $789K
Ade, LLC 0.38% Reduce -0.2% 6,330 $787K
Gradient Capital Advisors, LLC 0.20% Add +0.0% 6,329 $787K
CVFG LLC 0.10% Add +58.2% 6,319 $786K
Horizon Family Wealth, Inc. 0.41% No change 6,317 $785K
Granite Investment Partners, LLC 0.05% No change 6,315 $785K
Clearbridge Investments, LLC 0.00% Reduce -2.1% 6,308 $784K
Seven Post Investment Office LP 0.25% No change 6,298 $783K
Stokes Capital Advisors, LLC 0.18% Add +1.3% 6,282 $781K
Truepoint, Inc. 0.02% Add +3.3% 6,274 $780K
Strategic Wealth Partners, Ltd. 0.05% Reduce -1.3% 6,272 $780K
Collective Family Office LLC 0.18% Reduce -1.4% 6,265 $779K
Navigation Group, LLC 0.18% — 6,260 $778K
Livet Wealth, LLC 0.49% Add +1.2% 6,258 $778K
Pioneer Trust Bank N A 0.19% Add +0.1% 6,256 $778K
Key Financial Inc 0.14% Reduce -1.7% 6,254 $777K
White Pine Capital LLC 0.21% Reduce -0.1% 6,246 $776K
Xcelsior Advisor Partners LLC 0.30% Add +2.3% 6,215 $773K
Ascentis Wealth Management, LLC 0.16% Reduce -45.4% 6,199 $771K
Ardent Capital Management, Inc. 0.33% No change 6,183 $769K
Indiana Trust & Investment Management Co 0.24% Reduce -3.4% 6,180 $768K
Cypress Wealth Services, LLC 0.11% Reduce -0.4% 6,172 $767K
Spectrum Asset Management, Inc. (NB/CA) 0.24% New 6,167 $767K
BKM Wealth Management, LLC 0.28% Reduce -2.9% 6,124 $761K
Traynor Capital Management, Inc. 0.05% Reduce -1.3% 6,296 $761K
LVZ, Inc. 0.09% Reduce -13.6% 6,112 $760K
McCarter Private Wealth Services LLC 0.33% Add +1.9% 6,108 $759K
Blue Edge Capital, LLC 0.10% Add +199.4% 6,062 $754K
Roan Capital Partners 0.70% — 6,049 $752K
Fairview Capital Investment Management, LLC 0.04% Add +147.3% 6,044 $751K
CWA Asset Management Group, LLC 0.03% Add +8.9% 6,019 $748K
Kennebec Savings Bank 0.67% Reduce -3.8% 6,017 $748K
Swmg, LLC 0.21% Add +0.4% 6,014 $748K
Bouchey Financial Group, Ltd. 0.05% No change 5,699 $745K
Washington Trust Advisors, Inc. 0.06% Reduce -1.4% 5,972 $742K
Triad Wealth Partners, LLC 0.06% Add +14.2% 5,967 $742K
Empirical Asset Management, LLC 0.20% Reduce -1.1% 5,960 $741K
First National Advisers, LLC 0.11% Add +13.3% 5,958 $741K
White Knight Strategic Wealth Advisors, LLC 0.62% Reduce -27.0% 5,947 $739K
Exchange Bank 0.51% Add +6.8% 5,939 $738K
Henderson Brothers Financial Partners, LLC 0.19% — 5,934 $738K
Krilogy Financial LLC 0.02% Add +217.2% 5,548 $736K
Creekside Partners 0.30% Add +0.0% 5,920 $736K
BigSur Wealth Management LLC 0.21% Add +65.9% 5,915 $735K
Lazari Capital Management, Inc. 0.26% Add +0.1% 5,905 $734K
Relyea Zuckerberg Hanson LLC 0.07% Add +14.7% 5,884 $731K
Meridian Wealth Advisors, LLC 0.10% Add +0.1% 5,877 $731K
Argos Wealth Advisors, LLC 0.21% No change 5,871 $730K
Harrell Investment Partners, LLC 0.17% Add +67.1% 5,868 $729K
Northstar Advisory Group, LLC 0.28% Reduce -83.8% 5,864 $729K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -0.7% 5,862 $729K
First Heartland Consultants, Inc. 0.06% Reduce -0.2% 5,856 $728K
Motive Wealth Advisors 0.34% No change 5,814 $723K
Tandem Financial, LLC 0.24% New 5,811 $722K
Kearns & Associates LLC 0.39% No change 5,808 $722K
Daner Wealth Management, LLC 0.42% Add +0.3% 5,315 $722K
Main Street Financial Solutions, LLC 0.05% Reduce -2.4% 5,806 $722K
American Institute for Advanced Investment Management, LLP 0.47% Add +4.1% 5,804 $722K
Cambria Investment Management, L.P. 0.04% Reduce -23.2% 5,800 $721K
Advanced Asset Management Advisors Inc 0.20% No change 5,781 $719K
GatePass Capital, LLC 0.35% Add +14.8% 5,768 $717K
Droms Strauss Advisors Inc. /Mo/ 0.19% Add +0.0% 5,756 $715K
Cedrus Wealth Group LLC 0.80% Add +8.3% 5,749 $715K
Crew Capital Management, Ltd 0.47% No change 5,731 $712K
Professional Financial Advisors, LLC 0.14% Reduce -4.0% 5,721 $711K
Dupree Financial Group, LLC 0.29% Reduce -2.3% 5,715 $710K
Adams Wealth Management 0.16% Reduce -0.0% 5,712 $710K
CacheTech Inc. 0.14% Reduce -0.0% 5,712 $710K
JB Capital LLC 0.03% Reduce -4.0% 5,709 $710K
Integral Investment Advisors, Inc. 0.18% Reduce -2.0% 5,709 $710K
Brookmont Capital Management 0.40% Add +0.3% 5,706 $709K
McNaughton Wealth Management, LLC 0.29% Reduce -3.1% 5,701 $709K
Shade Tree Advisors LLC 0.51% No change 5,700 $709K
Invesco Ltd. 0.00% Add +0.7% 5,698 $708K
Legacy Wealth Partners, LLC 0.18% Reduce -5.1% 5,693 $708K
LPWM LLC 0.18% Add +4.7% 5,692 $708K
Alta Wealth Advisors LLC 0.23% Reduce -0.3% 5,658 $703K
Facet Wealth, Inc. 0.01% Add +6.9% 5,655 $703K
Main Street Group, LTD 0.22% Reduce -2.4% 5,653 $703K
August Group Capital Ltd 0.81% Add +0.2% 5,625 $699K
Cornerstone Planning Group LLC 0.09% Reduce -7.1% 5,054 $698K
Greenspring Advisors, LLC 0.04% Reduce -1.3% 5,609 $697K
Parkside Financial Bank & Trust 0.05% Reduce -14.9% 5,603 $697K
3Chopt Investment Partners, LLC 0.16% Add +8.7% 5,600 $696K
Larson Financial Group LLC 0.02% Reduce -18.5% 5,598 $696K
McIlrath & Eck, LLC 0.05% Reduce -0.8% 5,596 $696K
Financial Insights, Inc. 0.23% Add +21.8% 5,594 $695K
TritonPoint Partners, LLC 0.26% Add +8.6% 5,582 $694K
InvesTrust 0.29% No change 5,580 $694K
Keyvantage Wealth, LLC 0.31% Reduce -3.7% 5,572 $693K
Hillcrest Wealth Advisors - NY, LLC 0.28% No change 5,550 $690K
CNB Bank 0.29% Reduce -0.5% 5,549 $690K
Alexander Randolph Advisory, Inc. 0.59% Add +1.3% 5,543 $689K
Rollins Financial Advisors, LLC 0.11% Add +61.7% 5,541 $689K
Upper Left Wealth Management, LLC 0.41% Add +16.8% 5,532 $688K
Cynosure Group, LLC 0.09% Add +87.5% 5,528 $687K
S.A. Mason LLC 0.26% Add +24.0% 5,523 $687K
Balance Wealth Partners LLC 0.21% Reduce -28.3% 5,515 $686K
Creative Financial Designs Inc. 0.04% Reduce -10.7% 5,504 $684K
HFG Advisors, Inc. 0.48% Reduce -0.6% 5,495 $683K
Ballast Rock Private Wealth LLC 0.38% Reduce -0.3% 5,489 $682K
Bogart Wealth, LLC 0.03% Add +6.6% 5,479 $681K
GGM Financial LLC 0.31% Reduce -0.7% 5,470 $680K
Armstrong Advisory Group, Inc. 0.05% Reduce -2.9% 5,455 $678K
SP Asset Management LLC 0.06% Add +0.0% 5,443 $677K
Portfolio Resources Advisor Group, Inc. 0.67% Reduce -1.2% 5,439 $676K
American Investment Services, Inc. 0.15% Reduce -2.9% 5,437 $676K
Yukon Wealth Management, Inc. 0.40% Add +0.0% 5,425 $674K
Oxford Financial Group, LTD. LLC 0.04% Reduce -17.4% 5,417 $673K
Ridgeline Wealth Planning, LLC 0.49% Reduce -11.4% 5,414 $673K
Sunpointe, LLC 0.22% No change 5,394 $671K
Alhambra Investment Management LLC 0.31% Add +0.3% 5,368 $667K
Clarendon Private LLC 0.51% Reduce -1.9% 5,352 $665K
Concentrum Wealth Management 0.20% Add +28.7% 5,349 $665K
Ledyard National Bank 0.06% Reduce -8.5% 5,344 $664K
Hoxton Planning & Management, LLC 0.20% Reduce -0.1% 5,343 $664K
Waddell & Associates, LLC 0.04% New 5,340 $664K
Costello Asset Management, INC 0.23% Reduce -0.6% 5,339 $664K
S.E.E.D. Planning Group LLC 0.19% Reduce -5.7% 5,337 $663K
W Advisors, LLC 0.34% Reduce -0.1% 5,334 $663K
GW Henssler & Associates Ltd. 0.03% Add +25.0% 5,332 $663K
Brightwater Advisory LLC 0.44% Reduce -7.9% 5,331 $663K
Sierra Summit Advisors LLC 0.10% Add +6.9% 5,300 $659K
Wetzel Investment Advisors, Inc. 0.26% Reduce -13.8% 5,293 $658K
Crews Bank & Trust 0.10% Reduce -7.6% 5,293 $658K
21 West Wealth Management LLC 0.61% Reduce -2.8% 5,286 $657K
Cyndeo Wealth Partners, LLC 0.03% Add +1.1% 5,285 $657K
Atwater Malick LLC 0.18% New 5,273 $655K
Sfm, LLC 0.39% Reduce -4.6% 5,238 $651K
Marex Group Ltd 0.01% Add +5.4% 5,237 $651K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.4% 5,231 $650K
Aspen Wealth Management LLC 0.13% Add +97.5% 5,222 $649K
Serenity Investment Advisors 0.30% New 4,719 $648K
Brooklyn Investment Group 0.02% Add +89.1% 5,205 $647K
Fourpath Capital Management, LLC 0.09% Reduce -71.3% 5,199 $646K
Glass Jacobson Investment Advisors llc 0.22% Reduce -0.9% 5,175 $643K
Granite Islands Private Wealth, LLC 0.59% Reduce -4.3% 5,161 $641K
Seaside Wealth Management, Inc. 0.18% No change 5,157 $641K
GDS Wealth Management 0.04% Add +10.7% 5,147 $640K
Tyche Wealth Partners LLC 0.10% Reduce -2.6% 5,128 $637K
Wealth Group Ltd 0.14% Add +0.1% 5,113 $636K
Cowa, LLC 0.18% Reduce -32.9% 5,105 $635K
O'Keefe Stevens Advisory, Inc. 0.16% New 5,099 $634K
Rossby Financial, LCC 0.13% Add +34.5% 5,069 $633K
Landing Point Financial Group, LLC 0.31% Add +1.7% 5,091 $633K
Granville Capital, Inc. 0.33% No change 5,091 $633K
Carson Advisory Inc. 0.33% Reduce -1.2% 5,090 $633K
Balefire, LLC 0.12% Add +3.3% 5,076 $631K
Gilman Hill Asset Management, LLC 0.10% No change 5,075 $631K
Financial Perspectives, Inc 0.18% Add +3.0% 5,060 $629K
GWN Securities Inc. 0.12% Add +3.5% 5,058 $629K
Williams Jones Wealth Management, LLC. 0.01% Add +9.1% 4,994 $621K
Tred Avon Family Wealth, LLC 0.21% Add +39.0% 4,991 $620K
High Probability Advisors, LLC 0.08% Reduce -13.2% 4,976 $619K
Ocean Park Asset Management, LLC 0.04% Reduce -12.2% 4,967 $617K
Uptick Partners, LLC 0.12% Reduce -4.2% 4,962 $617K
Live Oak Private Wealth LLC 0.09% Reduce -0.1% 4,928 $613K
E&G Advisors, LLC 0.14% Add +76.8% 4,927 $612K
Salem Investment Counselors Inc. 0.02% Add +0.3% 4,919 $611K
Clark Asset Management, LLC 0.06% Add +10.2% 4,918 $611K
Founders Financial Alliance, LLC 0.11% Add +24.7% 4,909 $610K
Flywheel Private Wealth LLC 0.35% No change 4,896 $609K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,666 $607K
Investor's Fiduciary Advisor Network, LLC 0.19% Reduce -37.2% 4,884 $607K
Bayban 0.52% No change 4,832 $601K
GreatBanc Trust CO 0.42% Reduce -5.7% 4,830 $600K
Legacy Capital Wealth Partners, LLC 0.12% Add +10.9% 13,186 $599K
Stelac Advisory Services LLC 0.12% Add +16.7% 4,815 $599K
Postrock Partners LLC 0.28% No change 4,800 $597K
Quartz Partners, LLC 0.23% Add +4.2% 4,790 $595K
Nemes Rush Group LLC 0.06% Reduce -2.7% 4,783 $595K
Fortune Financial Advisors, LLC 0.30% Reduce -8.5% 4,775 $594K
Blue Bell Private Wealth Management, LLC 0.09% Add +8.0% 4,771 $593K
Lakeridge Wealth Management LLC 0.26% Add +1.2% 4,771 $593K
Maseco LLP 0.02% Reduce -9.0% 4,758 $591K
Argent Advisors, Inc. 0.16% No change 4,724 $587K
Kelly Financial Services LLC 0.14% Add +39.3% 4,721 $587K
Capital City Trust Co. 0.13% No change 4,714 $586K
River Wealth Advisors LLC 0.07% Reduce -14.1% 4,711 $586K
Liberty Wealth Management LLC 0.07% Reduce -11.0% 4,704 $585K
Balboa Wealth Partners 0.10% Add +9.6% 4,698 $584K
Stillwater Private Wealth, LLC 0.49% — 4,705 $584K
Bonfire Financial 0.44% No change 4,697 $584K
North Star Investment Management Corp. 0.04% Add +0.0% 4,689 $583K
JGP Wealth Management, LLC 0.06% Reduce -0.2% 4,680 $582K
Claris Financial LLC 0.32% Add +0.1% 4,679 $582K
Insight Wealth Strategies, LLC 0.06% Reduce -14.0% 4,677 $581K
MV Capital Management, Inc. 0.06% Add +5.7% 4,666 $580K
SFG Wealth Management, LLC. 0.24% Reduce -1.9% 4,665 $580K
Finley Financial, LLC 0.27% No change 4,660 $579K
Baker Tilly Wealth Management, LLC 0.14% New 4,658 $579K
Arnold Financial Planning LLC 0.54% Reduce -12.4% 4,654 $579K
Charter Oak Capital Management, LLC 0.04% Add +11.1% 4,642 $577K
Modus Advisors, LLC 0.16% Reduce -3.8% 4,637 $576K
Patten & Patten Inc. 0.03% Reduce -2.6% 4,627 $575K
Orange Investment Advisors, Inc. 0.07% Reduce -0.2% 4,626 $575K
Tsfg, LLC 0.09% Reduce -9.5% 4,628 $575K
Vigilare Wealth Management 0.19% Reduce -85.1% 4,625 $575K
WealthBridge Capital Management, LLC 0.13% No change 4,622 $575K
American National Bank of Texas 0.55% New 4,617 $574K
Fortitude Advisory Group L.L.C. 0.26% Reduce -10.4% 4,603 $572K
Peddock Capital Advisors, LLC 0.13% No change 4,602 $572K
Philadelphia Trust Co. 0.04% Reduce -18.1% 4,605 $572K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $572K
Kesler, Norman & Wride, LLC 0.10% Add +33.7% 4,599 $572K
Guyasuta Investment Advisors Inc. 0.03% Add +7.7% 4,587 $570K
Peloton Wealth Strategists 0.24% Add +8.1% 4,584 $570K
Clare Market Investments LLC 0.12% — 4,581 $569K
Private Capital Management, LLC 0.06% Reduce -7.4% 4,580 $569K
Avondale Wealth Management 0.28% Add +4.6% 4,580 $569K
Stillwater Capital Advisors, LLC 0.07% Add +58.0% 4,580 $569K
Trust Co 0.05% No change 4,580 $569K
Financial Council, LLC 0.22% No change 4,569 $568K
Great Oak Capital Partners, LLC 0.13% Add +108.3% 4,373 $568K
DDD Partners, LLC 0.04% No change 4,563 $567K
Beacon Bank & Trust 0.12% No change 4,555 $566K
Tassel Capital Management, Inc. 0.31% Add +0.2% 4,527 $563K
Cove Private Wealth, LLC 0.13% Add +3.3% 4,507 $560K
Sfam, LLC 0.52% No change 4,496 $559K
Matauro, LLC 0.08% Reduce -34.8% 4,484 $557K
NorthCrest Asset Manangement, LLC 0.02% Reduce -57.7% 4,442 $557K
Doliver Advisors, LP 0.13% Reduce -0.4% 4,477 $557K
Correct Capital Wealth Management 0.10% No change 4,459 $554K
Howard Capital Management Group, LLC 0.04% No change 4,449 $553K
Fiduciary Wealth Partners, LLC 0.36% Reduce -14.3% 4,442 $552K
Whalerock Point Partners, LLC 0.11% Add +0.0% 4,439 $552K
Winthrop Advisory Group LLC 0.04% Reduce -1.2% 4,423 $550K
Brown, Lisle/Cummings, Inc. 0.14% Reduce -34.8% 4,408 $548K
Nicholas Hoffman & Company, LLC. 0.01% Add +42.9% 4,404 $547K
Primoris Wealth Advisors, LLC 0.38% No change 4,402 $547K
GAMCO Investors 0.01% Add +2.0% 4,400 $547K
Nautilus Advisors LLC 0.37% Add +4.8% 4,391 $546K
Vines Capital Management, LLC 0.54% Reduce -0.4% 4,389 $546K
Nilsine Partners, LLC 0.04% Reduce -5.2% 3,987 $545K
Nabity-Jensen Investment Management Inc 0.38% No change 4,380 $544K
Melfa Wealth Management, Inc. 0.31% Add +0.5% 4,375 $544K
17 Capital Partners, LLC 0.28% New 4,368 $543K
Dale Q Rice Investment Management Ltd 0.41% Add +5.3% 4,366 $543K
Pinnacle Financial Group, LLC / IL 0.15% Reduce -3.7% 4,345 $540K
Pine Haven Investment Counsel, Inc 0.40% Add +2.7% 4,345 $540K
Asset Allocation & Management Company, LLC 0.20% Reduce -2.2% 4,343 $540K
Grant Private Wealth Management Inc 0.29% Reduce -7.6% 4,340 $540K
Maia Wealth LLC 0.09% Reduce -4.8% 4,336 $539K
Courage Miller Partners, LLC 0.15% Reduce -0.1% 4,331 $538K
Investment Research Partners LLC 0.22% Reduce -0.0% 4,328 $538K
Evansbrook LLC 0.36% Add +4.4% 4,304 $535K
FC Advisory LLC 0.16% Reduce -2.1% 4,295 $534K
Parkside Investments, LLC 0.06% No change 4,294 $534K
Northwest Bancshares, Inc. 0.11% Add +138.8% 4,289 $533K
Daymark Wealth Partners, LLC 0.02% Add +0.3% 4,282 $532K
Banque Pictet & Cie SA 0.01% No change 4,249 $528K
Atlas Capital Advisors Inc. 0.06% Reduce -17.3% 4,243 $527K
Allie Family Office LLC 0.23% No change 4,229 $526K
BSW Wealth Partners 0.06% Reduce -6.3% 4,228 $526K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +0.4% 4,210 $523K
Bedel Financial Consulting, Inc. 0.06% Add +18.7% 4,208 $523K
Studio Investment Management LLC 0.09% Reduce -6.8% 4,181 $520K
BTC Capital Management, Inc. 0.04% Add +24.7% 4,180 $520K
Leisure Capital Management 0.18% Reduce -2.5% 4,175 $519K
Tribridge Partners Financial LLC 0.21% Reduce -0.7% 4,134 $519K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +1.1% 4,171 $518K
Kooman & Associates 0.15% Add +0.6% 4,168 $518K
Keating Financial Advisory Services, Inc. 0.08% Reduce -22.4% 4,165 $518K
EPG Wealth Management LLC 0.14% Reduce -1.9% 4,158 $517K
Medallion Wealth Advisors, LLC 0.17% Reduce -1.1% 4,140 $516K
Fortress Private Ledger, LLC 0.16% Add +9.4% 4,148 $516K
Sovran Advisors, LLC 0.04% Add +6.7% 3,752 $514K
HighRoad Wealth Advisors, LLC 0.50% Reduce -0.4% 4,115 $511K
Ballentine Capital Advisors, Inc 0.21% No change 4,106 $510K
Strategies Wealth Advisors, LLC 0.05% Reduce -7.9% 4,106 $510K
Woodmont Investment Counsel LLC 0.03% Add +44.2% 4,090 $508K
Milestone Asset Management Group, LLC 0.30% Add +8.1% 4,079 $507K
ADG Wealth Management Group, LLC 0.35% Add +70.2% 4,072 $506K
Appleton Partners Inc. 0.04% Reduce -0.4% 4,071 $506K
Ashton Thomas Securities, LLC 0.06% New 4,065 $505K
Ironwood Investment Counsel, LLC 0.07% Add +3.0% 4,061 $505K
Bluedoor Private Wealth, LLC 0.23% Add +14.2% 4,052 $504K
Hollencrest Capital Management 0.02% No change 4,051 $504K
Vident Advisory, LLC 0.00% Add +4.8% 4,044 $503K
Stokes Family Office, LLC 0.05% Reduce -16.3% 4,038 $502K
Freestone Capital Holdings, LLC 0.02% Add +43.0% 4,027 $501K
Gouws Capital LLC 0.26% No change 4,025 $500K
Plum Street Advisors, LLC 0.17% No change 4,008 $498K
Lam Group, Inc. 0.27% No change 4,000 $497K
FWG Investments, LLC. 0.32% Reduce -5.7% 3,992 $496K
EJMK Ventures LLC 0.28% Reduce -18.1% 3,973 $494K
Proactive Wealth Strategies LLC 0.09% Add +113.6% 3,966 $493K
Diversified Enterprises, LLC 0.03% New 3,967 $493K
Polaris Investment Advisors, LLC 0.36% No change 3,966 $493K
First PREMIER Bank 0.11% No change 3,968 $493K
Clarity Wealth Advisors, LLC 0.10% Add +2.4% 3,960 $492K
Decker Wealth Management LLC 0.11% No change 3,956 $492K
Keystone Wealth Services, LLC 0.10% Reduce -4.3% 3,947 $491K
Aufman Associates Inc 0.24% Add +0.1% 3,945 $490K
Lantz Financial LLC 0.10% Add +1.3% 3,942 $490K
OneAscent Financial Services LLC 0.03% Add +18.4% 3,932 $489K
Symphony Financial, Ltd. Co. 0.06% Add +129.4% 3,921 $486K
RFP Financial Group LLC 0.26% Reduce -0.7% 3,878 $482K
Mosaic Financial Group, LLC 0.34% Add +0.1% 3,881 $482K
Greenwood Gearhart LLC 0.03% New 3,876 $482K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -17.5% 3,861 $480K
Northbridge Financial Group, LLC 0.21% Reduce -11.1% 3,638 $480K
Duncker Streett & Co. Inc. 0.09% No change 3,843 $478K
SeaCrest Wealth Management, LLC 0.05% Add +0.5% 3,837 $477K
Petros Family Wealth, LLC 0.34% Reduce -27.7% 3,834 $477K
West Michigan Advisors, LLC 0.10% Add +0.2% 3,833 $476K
Veracity Capital LLC 0.17% Reduce -3.9% 3,830 $476K
SteelPeak Wealth, LLC 0.01% Add +77.2% 3,808 $473K
Avail Investment Partners, LLC 0.50% — 3,797 $472K
Alerus Financial NA 0.02% Reduce -0.4% 3,791 $471K
AA Financial Advisors, LLC 0.07% Add +6.3% 3,791 $471K
Carbahal Olsen Financial Services Group, LLC 0.38% Add +1.3% 3,789 $471K
F&V Capital Management, LLC 0.10% No change 3,770 $469K
LifeSteps Financial, Inc. 0.30% Reduce -1.7% 3,755 $467K
Cherry Tree Wealth Management, LLC 0.10% No change 3,754 $467K
Toth Financial Advisory Corp. 0.05% Add +89.3% 3,752 $466K
Altus Wealth Group LLC 0.19% Reduce -0.1% 3,749 $466K
Nichols & Pratt Advisers LLP 0.03% Reduce -17.8% 9,230 $465K
NCM Capital Management, LLC 0.17% No change 3,728 $463K
T. Rowe Price Associates Inc. 0.00% No change 3,724 $463K
Howard Wealth Management, LLC 0.19% Reduce -0.1% 3,714 $462K
Garner Asset Management Corp 0.18% Add +0.1% 3,705 $461K
Haverford Financial Services, Inc. 0.14% Reduce -28.9% 3,704 $460K
WealthPlan Investment Management, LLC 0.03% New 3,689 $459K
Bfsg, LLC 0.04% Add +23.8% 3,688 $458K
BlueStem Wealth Partners, LLC 0.05% Reduce -2.9% 3,687 $458K
Ashford Advisors, LLC 0.11% No change 3,685 $458K
Everest Financial Group LLC 0.08% Add +11.4% 3,682 $458K
Somerset Trust Co 0.14% Reduce -27.2% 3,682 $458K
Kwmg, LLC 0.04% Reduce -2.5% 3,669 $456K
Sentinel Trust Co. Lba 0.05% No change 3,672 $456K
Hixon Zuercher, LLC 0.14% No change 3,656 $454K
Roble, Belko & Company, Inc 0.06% Reduce -34.2% 3,651 $454K
Cascade Financial Partners, LLC 0.05% Reduce -5.5% 3,622 $450K
Pathfinder Wealth Consulting, Inc. 0.29% Add +4.8% 3,606 $448K
Red Door Wealth Management, LLC 0.05% Add +5.4% 3,589 $446K
KCM Investment Advisors LLC 0.01% No change 3,578 $445K
CFM Wealth Partners LLC 0.07% No change 3,577 $445K
Shared Vision Wealth Group LLC 0.18% Reduce -15.9% 3,568 $444K
Wellington Grp LLC 0.14% Add +1.7% 3,559 $442K
Fortune Financial Group, Inc. 0.40% Add +0.0% 3,555 $442K
Private Management Group Inc. 0.01% No change 3,552 $442K
Traub Capital Management LLC 0.44% No change 3,543 $440K
Crux Wealth Advisors 0.17% Add +0.2% 3,528 $439K
Asempa Wealth Advisors 0.38% Add +0.1% 3,500 $437K
Towerpoint Wealth, LLC 0.18% Add +17.1% 3,515 $437K
Riverview Capital Advisers, LLC 0.15% New 3,510 $436K
Portland Financial Advisors Inc 0.91% Add +8.7% 3,508 $436K
Everhart Financial Group, Inc. 0.04% Add +59.8% 3,504 $436K
Shepherd Financial Partners LLC 0.04% No change 3,502 $435K
Wiser Advisor Group LLC 0.53% Reduce -4.7% 3,500 $435K
Rayburn West Financial Services LLC 0.26% No change 3,500 $435K
ARS Investment Partners, LLC 0.02% No change 3,500 $435K
True Vision MN LLC 0.22% Add +95.3% 3,493 $434K
Team Hewins, LLC 0.13% Reduce -0.7% 3,482 $433K
Stirlingshire Investments, Inc. 0.38% Add +5.4% 3,480 $433K
Sterling Capital Management LLC 0.01% Add +0.1% 3,479 $432K
Willner & Heller, LLC 0.32% Reduce -0.6% 3,460 $430K
Woodstock Corp. 0.04% Reduce -62.7% 3,448 $429K
Meramec Financial Planners, LLC 0.17% Reduce -12.5% 3,143 $428K
Petra Financial Advisors Inc. 0.26% No change 3,427 $426K
Orgel Wealth Management, LLC 0.01% Reduce -0.8% 3,425 $426K
DKM Wealth Management, Inc. 0.31% Reduce -8.4% 3,415 $425K
BankPlus Trust Department 0.11% No change 3,413 $424K
PW Nova Financial Services LLC 0.12% New 3,411 $424K
Marshall Financial Group, LLC 0.07% Reduce -34.7% 3,410 $424K
Foster & Motley Inc. 0.02% Add +2.0% 3,396 $422K
Poehling Capital Management, INC. 0.09% No change 3,393 $422K
Ballast, Inc. 0.10% No change 3,376 $420K
Private Wealth Management Group, LLC 0.11% Add +0.3% 3,363 $418K
LexAurum Advisors, LLC 0.05% — 3,363 $418K
Westwood Holdings Group Inc. 0.00% Reduce -24.6% 3,359 $418K
PSI Advisors, LLC 0.10% No change 3,355 $417K
Taylor & Morgan Wealth Management, LLC 0.24% Reduce -1.3% 3,352 $417K
Bensler, LLC 0.04% No change 3,340 $415K
Independent Wealth Network Inc. 0.12% Reduce -0.9% 3,333 $414K
Capstone Financial Advisors, Inc. 0.02% Reduce -4.6% 3,328 $414K
Fund Evaluation Group, LLC 0.01% No change 3,328 $414K
Stonebridge Capital Advisors LLC 0.03% Reduce -0.5% 3,321 $413K
First Trust Advisors LP 0.00% Reduce -28.7% 3,316 $412K
TCP Asset Management, LLC 0.05% No change 3,313 $412K
Radnor Capital Management, LLC 0.06% No change 3,305 $411K
Stonehaven Wealth & Tax Solutions, LLC 0.36% Reduce -1.6% 3,303 $411K
Midwest Financial Partners Investments, Inc. 0.22% No change 3,302 $411K
Teamwork Financial Advisors, LLC 0.05% Reduce -3.7% 3,297 $410K
Bath Savings Trust Co 0.04% Reduce -3.1% 3,283 $408K
Downshift Financial, LLC 0.21% Reduce -20.9% 3,008 $408K
Mitchell Capital Management Co. 0.07% Add +2.3% 3,276 $407K
Brady Martz Wealth Solutions, LLC 0.07% Add +58.7% 3,271 $407K
Tenzing Financial LLC 0.30% Add +1.2% 3,067 $404K
Equita Financial Network, Inc. 0.13% Reduce -53.0% 3,250 $404K
Truvestments Capital LLC 0.07% Reduce -3.4% 3,242 $403K
Dagco, Inc. 0.09% Reduce -4.4% 3,241 $403K
Partners in Financial Planning 0.07% Add +40.0% 3,217 $400K
SIMA Wealth Partners, LLC 0.30% Reduce -2.2% 3,201 $398K
Synergy Investment Management, LLC 0.13% Add +3.9% 3,197 $397K
Kaydan Wealth Management, Inc. 0.13% Add +1.1% 3,179 $395K
Weaver Capital Management LLC 0.09% No change 3,169 $394K
Arbor Wealth Advisors LLC 0.28% No change 3,164 $393K
Castle Wealth Management LLC 0.13% Add +0.0% 3,160 $393K
New England Private Wealth Advisors LLC 0.05% Add +0.0% 3,159 $393K
Harbor Asset Planning, Inc. 0.33% Add +0.2% 3,159 $393K
Endeavor Private Wealth, Inc. 0.11% Reduce -3.7% 3,155 $392K
Clearwave Capital, LLC 0.27% Add +0.1% 3,153 $392K
Norden Group LLC 0.04% Add +5.7% 3,147 $391K
Avaii Wealth Management, LLC 0.14% Reduce -7.9% 3,142 $391K
Financial Freedom, LLC 0.19% Add +0.1% 3,141 $390K
Washington Trust Bank 0.03% Reduce -5.4% 3,138 $390K
Fortis Capital Management LLC 0.05% Add +75.9% 3,134 $390K
Legacy Edge Advisors, LLC 0.04% Reduce -0.9% 3,133 $389K
Sterling Investment Management, LLC 0.23% Reduce -1.9% 3,132 $389K
Market Street Wealth Management Advisors LLC 0.06% Reduce -3.6% 3,125 $388K
Lawood & Co. 0.36% Reduce -1.4% 3,109 $386K
Rainey & Randall Wealth Advisors Inc. 0.06% Add +5.3% 3,107 $386K
William Howard & Co Financial Advisors Inc 0.33% No change 3,102 $386K
Horizon Investment Services, LLC 0.13% No change 3,093 $385K
Highland Capital Management, LLC 0.02% Add +1.6% 3,093 $384K
Hantz Financial Services, Inc. 0.01% Add +43.1% 3,093 $384K
4WEALTH Advisors, Inc. 0.33% Add +11.7% 3,171 $383K
Tucker Asset Management LLC 0.11% Add +174.0% 3,074 $382K
Ameriflex Group, Inc. 0.19% Reduce -16.6% 3,071 $382K
Heritage Trust Co 0.04% No change 3,054 $380K
Wagner Wealth Management, LLC 0.08% Add +1.6% 3,047 $379K
Investment Partners Asset Management, Inc. 0.23% Reduce -4.8% 3,041 $378K
Moneywise, Inc. 0.16% Reduce -28.7% 3,035 $377K
Seelaus Asset Management LLC 0.27% Add +15.8% 3,031 $377K
Copia Wealth Management 0.26% Add +6.2% 3,031 $377K
Sage Capital Management, LLC 0.18% Reduce -9.2% 3,028 $377K
Elevated Financial Group LLC 0.12% New 3,029 $377K
Rainier Family Wealth Inc. 0.25% Add +12.1% 3,023 $376K
Meadowbrook Advisors Group, LLC 0.22% Reduce -1.4% 3,022 $376K
Watershed Private Wealth LLC 0.12% Add +3.0% 3,021 $376K
Darwin Wealth Management, LLC 0.12% Reduce -6.5% 3,019 $375K
Checchi Capital Advisers, LLC 0.03% Reduce -2.5% 3,016 $375K
M1 Capital Management LLC 0.17% No change 3,007 $374K
Everett Harris & Co. 0.00% No change 3,000 $373K
PAX Financial Group, LLC 0.06% Reduce -19.5% 2,993 $372K
Penobscot Wealth Management 0.11% Reduce -0.7% 2,991 $372K
Pacific Sage Partners, LLC 0.06% Add +0.8% 2,984 $371K
Sentry LLC 0.12% Reduce -17.3% 2,980 $370K
Andrews Advisory Associates, LLC 0.19% Reduce -3.7% 2,973 $370K
Trademark Financial Management, LLC 0.18% Reduce -6.5% 2,964 $368K
Realta Investment Advisors 0.13% Reduce -3.5% 2,959 $368K
Redmond Asset Management, LLC 0.10% Add +1.9% 2,955 $367K
Graetz Wealth LLC 0.33% Add +9.5% 2,953 $367K
Buttonwood Financial Advisors Inc. 0.12% Reduce -5.2% 2,943 $366K
Traveka Wealth, LLC 0.14% Reduce -8.2% 2,932 $364K
Chilton Investment Co. Inc. 0.01% Add +1.2% 2,931 $364K
FF Advisors,LLC 0.15% Reduce -0.4% 2,682 $364K
CGN Advisors LLC 0.03% Reduce -6.5% 2,916 $362K
Midwest Capital Advisors, LLC 0.17% Reduce -0.1% 2,916 $362K
Thayer Partners, LLC / MA 0.17% Add +0.1% 2,914 $362K
Level Wealth Management LLC 0.17% Reduce -1.0% 2,912 $362K
Rothschild Investment LLC 0.02% No change 2,905 $361K
Johnson Bixby & Associates, LLC 0.04% Reduce -7.1% 2,904 $361K
Pinney & Scofield, Inc. 0.19% No change 2,904 $361K
Hickory Point Bank & Trust 0.24% Add +15.7% 2,901 $361K
Collaborative Wealth Managment Inc. 0.17% Reduce -8.5% 2,898 $360K
Kingsman Wealth Management, Inc. 0.20% Reduce -4.0% 2,897 $360K
Oarsman Capital, Inc. 0.04% Reduce -22.0% 2,893 $360K
Hirtle & Co., LLC 0.01% Add +4.7% 2,890 $359K
Aspiring Ventures, LLC 0.12% New 2,887 $359K
Anchor Capital Advisors LLC 0.01% New 2,881 $358K
Innova Wealth Partners 0.17% No change 2,876 $358K
Fermata Advisors, LLC 0.08% Add +10.9% 2,871 $357K
SPWM Advisors LLC 0.31% Add +40.5% 2,624 $356K
Epiq Partners, LLC 0.17% No change 2,850 $354K
Murphy, Middleton, Hinkle & Parker, Inc. 0.16% Add +1206.0% 2,847 $354K
McRae Capital Management Inc. 0.07% Reduce -23.7% 2,845 $354K
Frisco Financial Planning LLC 0.29% Add +25.8% 2,844 $353K
Wallace Advisory Group, LLC 0.38% No change 2,843 $353K
Core Wealth Partners LLC 0.16% No change 2,840 $353K
Marco Investment Management LLC 0.03% New 2,840 $353K
Intentional Wealth Strategies, LLC 0.33% — 2,839 $353K
Buffalo Business & Estate Services Ltd. 0.05% Reduce -1.7% 2,833 $352K
Denver Wealth Management, Inc. 0.12% Add +1.0% 2,828 $352K
Acorn Financial Advisory Services Inc. 0.05% Reduce -1.9% 2,813 $350K
Van Hulzen Asset Management, LLC 0.03% Add +6.8% 2,813 $350K
Koss-Olinger Consulting, LLC 0.03% Reduce -7.6% 2,787 $346K
Boyum Wealth Architects LLC 0.14% Add +0.0% 2,519 $346K
Adelphi Trust Co 0.28% Reduce -19.5% 2,779 $345K
Hansen & Associates Financial Group, Inc. 0.19% Reduce -79.2% 2,754 $345K
Newport Capital Group, LLC 0.21% Add +0.0% 2,778 $345K
LMG Wealth Partners, LLC 0.06% Reduce -5.2% 2,768 $344K
Oxinas Partners, LLC 0.16% No change 2,763 $343K
Virtue Asset Management LLC 0.28% No change 2,761 $343K
Vantage Point Financial LLC 0.12% No change 2,760 $343K
Clarity Capital Advisors, LLC 0.16% Add +0.1% 2,760 $343K
Financial Advisors Network, Inc. 0.05% Reduce -0.9% 2,757 $343K
Family Manage LLC 0.04% No change 2,753 $342K
Tower Bridge Advisors 0.03% New 2,747 $341K
Ceera Investments, LLC 0.15% Add +12.5% 2,739 $340K
Loomis Sayles & Co. L P 0.00% Add +0.7% 2,730 $339K
RMR Capital Management, LLC 0.24% No change 2,729 $339K
Integrity Wealth Solutions LLC 0.13% Add +0.6% 2,728 $339K
Vermillion Wealth Management, Inc. 0.13% Reduce -1.5% 2,724 $339K
Sage Rhino Capital LLC 0.06% No change 2,720 $338K
Reflection Asset Management 0.21% Add +124.7% 2,481 $338K
Elevated Capital Advisors, LLC 0.08% Add +0.1% 2,708 $337K
Rockingstone Advisors LLC 0.15% Add +8.0% 2,705 $336K
one8zero8, LLC 0.07% Reduce -4.1% 2,702 $336K
Blodgett Wealth Advisors, LLC 0.27% No change 2,695 $335K
Tidal Investments LLC 0.00% Reduce -98.7% 2,692 $335K
Chancellor Financial Group WB LP 0.24% No change 2,682 $333K
Foundry Financial Group, Inc. 0.17% Reduce -10.8% 2,680 $333K
Segment Wealth Management, LLC 0.02% Reduce -5.6% 2,680 $333K
Aureus Asset Management, LLC 0.02% New 2,674 $332K
Barnes Pettey Financial Advisors, LLC 0.14% No change 2,674 $332K
Krane Financial Solutions LLC 0.23% — 2,665 $331K
Juncture Wealth Strategies, LLC 0.11% Add +1.6% 2,662 $331K
Cim, LLC 0.05% No change 2,662 $331K
Kendall Capital Management 0.07% Add +0.5% 2,657 $330K
Burk Holdings LLC 0.14% No change 2,654 $330K
Collier Financial 0.25% Add +3.6% 2,651 $330K
Eight 31 Financial, LLC 0.20% Add +2.2% 2,651 $330K
Tanager Wealth Management LLP 0.03% Reduce -8.2% 2,651 $330K
Opal Wealth Advisors, LLC 0.07% Reduce -4.1% 2,648 $329K
Walleye Partners, LLC 0.40% Reduce -7.7% 2,647 $329K
Colonial River Investments, LLC 0.12% Add +0.7% 2,638 $328K
Brookwood Investment Group LLC 0.04% Add +10.8% 2,638 $328K
Purewater Capital LLC 0.31% — 2,636 $328K
ARS Wealth Advisors Group, LLC 0.03% Reduce -13.0% 2,633 $327K
Stiles Financial Services Inc 0.10% No change 2,627 $327K
Curtis Advisory Group, LLC 0.07% No change 2,616 $325K
Davidson Investment Advisors 0.01% Reduce -21.9% 2,616 $325K
Good Harbor Advisors, Inc. 0.35% No change 2,615 $325K
Frank, Rimerman Advisors LLC 0.02% Reduce -19.9% 2,615 $325K
IAG Wealth Partners, LLC 0.04% No change 2,613 $325K
Osborne Partners Capital Management, LLC 0.02% New 2,611 $325K
Garden State Investment Advisory Services LLC 0.08% Add +0.1% 2,609 $325K
Steinberganna Wealth Management 0.16% Add +44.4% 2,607 $324K
Bond & Devick Financial Network, Inc. 0.09% No change 2,606 $324K
Riverbend Wealth Management, LLC 0.20% No change 2,604 $324K
Elgethun Capital Management 0.05% No change 2,603 $324K
Wilkerson Advisory Group LLC 0.11% Reduce -0.4% 2,600 $323K
Gerber, LLC 0.18% Reduce -5.4% 2,593 $322K
TrueWealth Financial Partners 0.13% New 2,590 $322K
W1M Asset Management Ltd 0.00% Reduce -19.6% 2,586 $321K
ICONIQ Capital, LLC 0.01% No change 2,575 $320K
Millennium Management 0.00% Reduce -31.6% 2,564 $319K
Hobbs Group Advisors, LLC 0.10% Reduce -1.2% 2,561 $318K
Mosaic Family Wealth Partners, LLC 0.03% Add +22.8% 2,560 $318K
Bluespring Wealth Management, LLC 0.03% Reduce -0.5% 2,559 $318K
Legacy Wealth Managment, LLC 0.16% Add +84.7% 2,556 $318K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,554 $317K
Stephen J. Garry & Associates, LLC 0.25% Reduce -1.9% 2,546 $316K
Horst & Graben Wealth Management LLC 0.04% Add +2.6% 2,315 $316K
B.O.S.S. Retirement Advisors, LLC 0.10% Add +30.8% 2,543 $316K
Chatterton & Associates Inc. 0.22% New 2,414 $316K
Paragon Capital Management LLC 0.16% Add +0.0% 2,535 $315K
M3 Advisory Group, LLC 0.19% Add +0.0% 2,533 $315K
Southland Equity Partners LLC 0.06% Reduce -3.5% 2,531 $315K
Kestra Investment Management, LLC 0.01% Add +4.5% 2,531 $315K
Strata Wealth Advisors, LLC 0.09% Reduce -1.9% 2,525 $314K
Brand Asset Management Group, Inc. 0.08% No change 2,518 $313K
Unique Wealth Strategies, LLC 0.13% New 2,510 $312K
Signet Investment Advisory Group, Inc. 0.14% Reduce -4.5% 2,507 $312K
Bauman Advisory Group, LLC 0.22% Reduce -93.8% 2,507 $312K
North Star Asset Management Inc. 0.01% No change 2,504 $311K
Members Wealth LLC 0.19% Reduce -6.7% 2,292 $311K
D.B. Root & Company, LLC 0.07% Reduce -8.1% 2,488 $309K
Compass Financial Group, Inc. (Ohio) 0.23% Reduce -4.4% 2,485 $309K
Rockbridge Investment Management, LCC 0.03% Reduce -7.3% 2,475 $308K
Strategy Asset Managers LLC 0.05% No change 2,470 $307K
O'ROURKE & COMPANY, Inc 0.12% Reduce -5.3% 2,468 $307K
Glassman Wealth Services 0.04% No change 2,467 $307K
Drum Hill Capital, LLC 0.29% No change 2,465 $306K
Element Pointe Advisors, LLC 0.06% No change 2,465 $306K
Foguth Wealth Management, LLC. 0.04% Add +31.8% 2,202 $305K
Schroder Investment Management Group 0.00% No change 2,450 $305K
Wealth Analytics Partners, LLC 0.12% No change 2,449 $304K
Peregrine Asset Advisers, Inc. 0.08% Reduce -2.7% 2,446 $304K
Aries Wealth Management 0.07% No change 2,446 $304K
Octavia Wealth Advisors, LLC 0.03% Reduce -16.7% 2,445 $304K
DeLarme Wealth Management, Inc. 0.20% Reduce -4.4% 2,444 $304K
Webster Bank, N. A. 0.03% Reduce -14.3% 2,434 $303K
Investmark Advisory Group LLC 0.13% Add +0.2% 2,424 $301K
Lifelong Wealth Advisors, Inc. 0.08% Reduce -5.7% 2,422 $301K
Slagle Financial, LLC 0.10% Add +15.5% 2,417 $300K
Trail Ridge Investment Advisors, LLC 0.13% Reduce -13.7% 2,415 $300K
MJP Associates Inc. 0.04% Reduce -5.0% 2,415 $300K
Prudent Investors Network, Inc. 0.07% New 2,413 $300K
Mairs & Power Inc. 0.00% Reduce -3.4% 2,410 $300K
Cohen Klingenstein LLC 0.01% No change 2,400 $298K
Tableaux LLC 0.14% Reduce -1.7% 2,392 $297K
Financial Consulate, Inc. 0.04% Reduce -30.3% 2,391 $297K
IRON Financial LLC 0.13% No change 2,388 $297K
Davidson Capital Management Inc. 0.05% No change 2,384 $296K
Welch Group, LLC 0.01% Add +0.6% 2,382 $296K
Infinity Wealth Counsel, LLC 0.27% No change 2,382 $296K
Richardson Capital Management LLC 0.14% Reduce -2.5% 2,380 $296K
Coastwise Capital Group, LLC 0.16% Reduce -20.2% 2,380 $296K
Allodium Investment Consultants, LLC 0.14% Reduce -6.2% 2,377 $295K
Aberdeen Wealth Management LLC 0.13% No change 2,376 $295K
Master's Wealth Management Inc. 0.10% New 2,375 $295K
BCS Wealth Management 0.06% Reduce -50.2% 2,374 $295K
Capital Investment Management, Inc. 0.10% Reduce -8.8% 2,369 $294K
Forum Financial Management, LP 0.00% Reduce -28.4% 2,366 $294K
Blue Zone Wealth Advisors, LLC 0.06% Add +0.6% 2,365 $294K
Jefferies Financial Group Inc. 0.00% Add +13.8% 2,352 $292K
Greystone Financial Group, LLC 0.08% Reduce -34.7% 2,346 $292K
Werba Rubin Papier Wealth Management 0.04% Reduce -4.5% 2,328 $289K
Chris Bulman Inc 0.13% Add +5.3% 2,327 $289K
New Insight Wealth Advisors 0.10% Reduce -15.8% 2,327 $289K
Sand Hill Global Advisors, LLC 0.01% No change 2,322 $289K
Presilium Private Wealth, LLC 0.05% Add +20.0% 2,319 $288K
Rhodes Investment Advisors Inc. 0.25% Add +11.8% 2,316 $288K
BOS Asset Management, LLC 0.07% No change 2,315 $288K
Sanders Morris Harris LLC 0.05% New 2,306 $287K
55 North Private Wealth, LLC 0.07% New 2,299 $286K
GFG Capital, LLC 0.09% Reduce -5.4% 2,293 $285K
Stonebridge Financial Group, LLC / MO 0.24% Reduce -2.0% 2,290 $285K
Dudley Capital Management, LLC 0.13% No change 2,283 $284K
Tobias Financial Advisors, Inc. 0.04% Add +0.0% 2,283 $284K
American Wealth Advisors, LLC 0.30% Reduce -1.6% 2,281 $284K
Bank of New Hampshire 0.06% Reduce -20.9% 2,278 $283K
Osbon Capital Management LLC 0.23% No change 2,277 $283K
Bcwm, LLC 0.08% Add +11.9% 2,277 $283K
Farmers National Bank 0.06% Reduce -2.7% 2,270 $282K
Stanley-Laman Group, Ltd. 0.03% Add +5.7% 2,264 $281K
Concord Wealth Partners 0.04% Reduce -1.8% 2,263 $281K
Seascape Capital Management 0.08% No change 2,262 $281K
West Bancorporation Inc. 0.14% No change 2,258 $281K
DDFG, Inc 0.06% Add +1.8% 2,256 $280K
Elevation Advisory Partners LLC 0.26% — 2,193 $280K
Heritage Family Offices, LLP 0.12% Reduce -1.2% 2,243 $279K
REDW Wealth LLC 0.11% Reduce -1.6% 2,240 $278K
Mitchell McLeod Pugh & Williams Inc. 0.04% Add +8.7% 2,239 $278K
Briggs Wealth Management, Inc 0.30% No change 2,238 $278K
Rothschild Capital Partners, LLC 0.07% Add +9.1% 2,235 $278K
Potomac Fund Management Inc. 0.01% Reduce -16.9% 2,207 $274K
Investment Research & Advisory Group, Inc. 0.10% Add +0.1% 2,054 $274K
Sun Financial Inc 0.14% Add +0.1% 2,013 $274K
Strategic Investment Advisors / MI 0.02% New 2,199 $273K
Acadian Asset Management LLC 0.00% Add +705.5% 2,199 $273K
Private Client Services, LLC 0.08% Reduce -8.8% 2,192 $272K
FSB Premier Wealth Management, Inc. 0.09% Add +3.8% 2,188 $272K
Morton Capital Management LLC 0.04% Add +18.0% 2,182 $271K
Patten Group, Inc. 0.05% No change 2,181 $271K
Patton Albertson Miller Group, LLC 0.03% Reduce -7.4% 2,176 $271K
Weaver Consulting Group 0.06% Reduce -10.7% 2,170 $270K
Ifrah Financial Services, Inc. 0.07% Reduce -11.9% 2,166 $269K
Schnieders Capital Management, Llc. 0.04% Reduce -3.1% 2,162 $269K
Birchwood Financial Partners, Inc. 0.26% Add +0.1% 2,161 $269K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Reduce -0.6% 2,160 $269K
Curated Wealth Partners LLC 0.03% No change 2,160 $269K
Granite Group Advisors, LLC 0.16% Reduce -1.1% 2,120 $268K
Pegasus Asset Management, Inc. 0.09% No change 2,155 $268K
Miramontes Capital, LLC 0.09% Add +11.6% 2,151 $267K
Bill Few Associates, Inc. 0.06% No change 2,148 $267K
Beaton Management Co. Inc. 0.12% Add +4.9% 2,139 $266K
Sterling Wealth Management, Inc. 0.07% Add +3.2% 2,139 $266K
City State Bank 0.07% No change 2,133 $265K
Moment Partners, LLC 0.05% No change 2,133 $265K
SRH Advisors, LLC 0.08% No change 2,129 $265K
Elevatus Welath Management 0.14% Reduce -32.0% 2,124 $264K
Soundwatch Capital LLC 0.03% Reduce -1.2% 2,119 $263K
Channel Wealth LLC 0.06% Reduce -3.2% 2,117 $263K
Sidoxia Capital Management, LLC 0.23% — 2,112 $263K
Voisard Asset Management Group, Inc. 0.06% Add +4.6% 2,107 $262K
ICW Investment Advisors LLC 0.09% No change 2,104 $262K
Archford Capital Strategies, LLC 0.03% Add +0.2% 2,088 $260K
Forthright Family Wealth Advisory LLC 0.17% New 2,345 $259K
Pallas Capital Advisors LLC 0.01% Reduce -70.1% 2,084 $259K
Kera Capital Partners, Inc. 0.03% Add +0.1% 2,080 $259K
Syntegra Private Wealth Group, LLC 0.02% No change 2,073 $258K
Successful Portfolios LLC 0.14% No change 2,073 $256K
Souders Financial Advisors 0.03% Reduce -6.1% 2,058 $256K
Sachetta, LLC 0.14% Reduce -5.5% 2,058 $256K
Schorn Wealth LLC 0.08% No change 2,054 $255K
Tenon Financial LLC 0.10% No change 2,050 $255K
Bank of Hawaii 0.01% New 2,045 $254K
Sierra Capital LLC 0.03% No change 2,045 $254K
GenWealth Group, Inc. 0.04% Add +18.4% 2,032 $253K
Rosenberg Matthew Hamilton 0.05% No change 2,030 $252K
Daytona Street Capital LLC 0.19% No change 2,000 $252K
Kraft, Davis & Associates, LLC 0.05% Reduce -15.4% 1,839 $252K
LongView Wealth Management 0.06% Reduce -4.2% 1,898 $251K
Creekmur Asset Management LLC 18.85% — 2,012 $250K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% Add +2.0% 2,012 $250K
Natural Investments, LLC 0.06% Add +0.1% 2,016 $250K
WoodTrust Financial Corp 0.03% No change 2,012 $250K
Rhumbline Advisers 0.00% Reduce -66.8% 2,010 $250K
BCGM Wealth Management, LLC 0.06% Add +4.4% 2,010 $250K
Chicago Capital, LLC 0.01% Reduce -11.9% 2,006 $249K
Eclectic Associates Inc. 0.03% Add +0.3% 2,006 $249K
Quent Capital, LLC 0.02% Add +21.7% 2,002 $249K
Corient IA LP 0.23% New 2,000 $249K
Rockport Wealth LLC 0.05% Reduce -66.1% 1,996 $248K
Twin Peaks Wealth Advisors, LLC 0.06% Add +1.1% 1,996 $248K
KFG Wealth Management, LLC 0.03% Add +0.5% 1,995 $248K
River's Edge Wealth Management, LLC 0.23% Reduce -3.5% 1,818 $248K
Integrated Wealth Management 0.28% Reduce -28.0% 1,991 $248K
Navis Wealth Advisors, LLC 0.13% Reduce -10.5% 1,990 $247K
Guardian Wealth Advisors, LLC 0.14% Add +0.1% 1,987 $247K
Winnacle Wealth LLC 0.19% Add +842.4% 1,979 $246K
Cardinal Point Capital Management ULC 0.01% Add +0.1% 1,968 $245K
Clearstead Trust, LLC 0.04% Reduce -7.3% 1,967 $245K
BBR Partners, LLC 0.01% No change 1,961 $244K
Revisor Wealth Management LLC 0.07% No change 1,956 $243K
Old Peak Finance LLC 0.14% No change 1,954 $243K
Community Bank & Trust, Waco, Texas 0.05% No change 1,943 $242K
Brindle & Bay Financial Advisors, LLC 0.15% Reduce -3.1% 1,946 $242K
Catalina Capital Group, LLC 0.15% Add +0.1% 1,945 $242K
Hilltop Partners LLC 0.06% Add +11.4% 1,940 $241K
Prasad Wealth Partners, LLC 0.07% Add +7.0% 1,939 $241K
D L Carlson Investment Group Inc. 0.04% Add +1.9% 1,937 $241K
Trust Co of the South 0.04% Reduce -2.5% 1,934 $240K
Carret Asset Management, LLC 0.02% Add +1.4% 1,934 $240K
Versant Capital Management, Inc 0.02% No change 1,933 $240K
Falcon Wealth Planning 0.02% Reduce -0.7% 1,930 $240K
Bernardo Wealth Planning LLC 0.05% No change 1,927 $240K
PDS Planning, Inc 0.02% Add +0.9% 1,924 $239K
Zullo Investment Group, Inc. 0.09% Reduce -1.2% 1,921 $239K
Legacy Financial Advisors, Inc. 0.03% Reduce -16.0% 1,921 $239K
Valued Wealth Advisors LLC 0.10% No change 1,919 $239K
Waterfront Wealth Inc. 0.04% Reduce -0.8% 1,919 $239K
Dickmeyer Boyce Financial Management, Inc. 0.14% — 1,915 $238K
Alterna Wealth Management, Inc. 0.18% New 1,909 $237K
Vernal Point Advisors, LLC 0.10% Reduce -37.8% 1,906 $237K
Signet Private Wealth LLC 0.23% New 1,903 $237K
Koa Wealth Management, LLC 0.17% Reduce -4.3% 1,900 $236K
McMillan Office, Inc. 0.03% No change 1,900 $236K
Independence Bank of Kentucky 0.03% Reduce -0.4% 1,897 $236K
Global Financial Private Client, LLC 0.08% New 1,896 $236K
Solidarity Wealth, LLC 0.05% Reduce -4.0% 1,894 $235K
Impact Partnership Wealth, LLC 0.03% New 1,890 $235K
Lakeshore Capital Group, Inc. 0.19% No change 1,890 $235K
Stenger Family Office, LLC 0.04% New 1,889 $235K
MY Wealth Management Inc. 0.23% Add +3.9% 2,245 $235K
Atlas Private Wealth Advisors 0.06% Add +0.2% 1,887 $235K
Capital Asset Managemnet, LLC 0.26% Reduce -0.9% 1,887 $235K
Van Diest Capital, LLC 0.18% Reduce -5.7% 1,886 $234K
Nicollet Investment Management, Inc. 0.08% No change 1,885 $234K
Cornerstone Financial Management LLC 0.21% Reduce -14.7% 1,880 $234K
waypoint wealth counsel 0.12% Reduce -39.7% 1,879 $234K
Thompson Siegel & Walmsley LLC 0.00% New 1,878 $233K
Hughes Financial Services, LLC 0.04% No change 1,872 $233K
Legacy Bridge, LLC 0.09% No change 1,871 $233K
Parcion Private Wealth LLC 0.01% Reduce -5.2% 1,870 $232K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.9% 1,869 $232K
Walled Lake Planning & Wealth Management, LLC 0.07% Reduce -1.8% 1,867 $232K
First American Trust, FSB 0.02% New 1,867 $232K
Northeast Planning Associates, Inc. / NH / 0.16% No change 1,865 $232K
4J Wealth Management LLC 0.13% Add +0.1% 1,861 $231K
Isthmus Partners, LLC 0.02% No change 1,859 $231K
Beacon Capital Management, LLC 0.04% Reduce -9.1% 1,859 $231K
Inspire Trust Co, N.A. 0.04% New 1,855 $231K
Breachway Investments LLC 0.22% Add +0.4% 1,845 $230K
Resolute Wealth Strategies, LLC 0.10% New 1,852 $230K
Foundry Financial LLC 0.10% New 1,850 $230K
Stablepoint Partners, LLC 0.03% Reduce -4.3% 1,848 $230K
Arista Wealth Management, LLC 0.03% No change 1,848 $230K
Investment Partners, LTD. 0.08% Reduce -3.5% 1,846 $229K
Hengehold Capital Management LLC 0.02% New 1,844 $229K
49 Wealth Management, LLC 0.02% Add +7.4% 1,844 $229K
Oakmont Advisory Group, LLC 0.23% Reduce -0.6% 1,844 $229K
Platform Technology Partners 0.04% Add +6.1% 1,843 $229K
Independent Wealth Advisors LLC 0.22% New 1,838 $228K
Piscataqua Savings Bank 0.16% No change 1,837 $228K
Jacobs & Co. 0.02% No change 1,836 $228K
First Financial Corp. 0.09% Add +0.9% 1,834 $228K
Jim Saulnier & Associates, LLC 0.11% Add +0.1% 1,830 $227K
Kapstone Financial Advisors LLC 0.11% Reduce -4.2% 1,825 $227K
Insight Inv LLC 0.12% Reduce -35.8% 1,816 $226K
Strategic Financial Planning, Inc. 0.13% Reduce -34.6% 3,338 $225K
Inspirion Wealth Advisors, LLC 0.03% No change 1,813 $225K
Madrona Financial Services, LLC 0.05% No change 1,800 $224K
J. L. Bainbridge & Co., Inc. 0.02% Add +3.5% 1,797 $223K
Princeton Capital Management LLC 0.06% Add +0.5% 1,797 $223K
Partners Wealth Management, LLC 0.23% Reduce -2.9% 1,793 $223K
Shum Financial Group, Inc. 0.16% Add +3.0% 1,778 $221K
Signature Equity Partners, LLC 0.12% Add +2.4% 1,774 $221K
Avestar Capital, LLC 0.02% No change 1,773 $220K
RS Crum Inc. 0.04% Add +0.2% 1,773 $220K
Tortuga Wealth Management, Inc 0.21% Add +0.2% 1,772 $220K
Hanson & Doremus Investment Management 0.03% Reduce -23.4% 1,773 $220K
Patron Partners, LLC 0.10% Reduce -13.6% 1,767 $220K
LifePlan Financial, LLC 0.16% Reduce -5.7% 1,766 $220K
Avant Financial Advisors LLC 0.15% Add +4.3% 1,760 $219K
Wealth Management Associates, Inc. 0.08% No change 1,756 $218K
Am Investment Strategies LLC 0.05% No change 1,755 $218K
Synergy Financial Group, LTD 0.16% New 1,749 $217K
Performance Wealth Partners, LLC 0.01% Add +4.9% 1,747 $217K
BCO Wealth Management LLC 0.13% New 1,744 $217K
High Note Wealth, LLC 0.04% Add +2.4% 1,740 $216K
Stonebrook Private Inc. 0.05% Add +0.1% 1,740 $216K
Sierra Ocean, LLC 0.18% Reduce -5.9% 1,733 $215K
Tme Financial, Inc. 0.15% Reduce -0.1% 1,732 $215K
Altar Rock LLC 0.25% No change 1,728 $215K
Integris Wealth Management, LLC 0.05% No change 1,719 $214K
Net Worth Advisory Group 0.04% Reduce -1.0% 1,710 $213K
McDonald Partners LLC 0.05% No change 1,708 $212K
Whalen Wealth Management Inc. 0.11% Reduce -4.7% 1,708 $212K
Drucker Wealth 3.0, LLC 0.04% Add +0.1% 1,707 $212K
Dopkins Wealth Management, LLC 0.09% Reduce -36.7% 1,703 $212K
Strategent Financial, LLC 0.14% No change 1,702 $212K
RAM Investment Partners, LLC 0.04% No change 1,702 $212K
Bridgewater Advisors Inc. 0.01% Reduce -0.5% 1,557 $211K
Navigate Wealth Management, LLC 0.15% — 1,559 $211K
Commerce Advisors, LLC 0.18% — 1,691 $210K
Detalus Advisors, LLC 0.05% Reduce -2.3% 1,689 $210K
Opes Wealth Management LLC 0.04% No change 1,685 $209K
Kiley Juergens Wealth Management, LLC 0.04% New 1,680 $209K
Topsail Wealth Management, LLC 0.03% Add +0.1% 1,678 $209K
Gen-Wealth Partners Inc 0.07% Add +0.2% 1,678 $209K
Jacksonville Wealth Management, LLC 0.14% No change 1,674 $208K
Brandywine Oak Private Wealth LLC 0.02% Reduce -20.3% 1,674 $208K
Selective Wealth Management, Inc. 0.06% Reduce -3.7% 1,543 $208K
Independence Wealth Advisors, LLC 0.11% No change 1,672 $208K
Aspire Growth Partners LLC 0.14% New 1,672 $208K
Ascent Wealth Partners, LLC 0.02% Reduce -11.5% 1,666 $207K
Signal Advisors Wealth, LLC 0.01% Reduce -5.2% 1,666 $207K
Western Financial Corp 0.08% New 1,660 $206K
Wernau Asset Management Inc. 0.21% New 1,659 $206K
One Degree Advisors Inc 0.05% New 1,664 $206K
Miramar Capital, LLC 0.05% New 1,652 $205K
Curran Financial Partners, LLC 0.04% Reduce -3.2% 1,652 $205K
Fiduciary Financial Advisors 0.18% — 1,650 $205K
Stonebridge Financial Group, LLC 0.02% Reduce -70.5% 1,650 $205K
Byrne Financial Freedom, LLC 0.10% New 1,650 $205K
Steffes Financial, Ltd. 0.11% Reduce -25.5% 1,647 $205K
Code Waechter LLC 0.12% New 1,646 $205K
Archvest Wealth Advisors, Inc. 0.13% New 1,643 $204K
VERITY Wealth Advisors 0.14% New 1,640 $204K
Advisory Advocates, LLC 0.21% New 1,639 $204K
Manske Wealth Management 0.06% New 1,637 $203K
Tidemark, LLC 0.05% Add +526.9% 1,630 $203K
Triton Wealth Management, PLLC 0.08% Reduce -0.9% 1,609 $202K
Gutierrez Wealth Advisory, LLC 0.13% New 1,627 $202K
Cheviot Value Management, LLC 0.02% No change 1,626 $202K
Barnes Dennig Private Wealth Management LLC 0.20% Add +90.7% 1,623 $202K
James Investment Research, Inc. 0.02% New 1,620 $201K
Beacon Investment Advisors LLC 0.08% New 1,619 $201K
Beaumont Asset Management, L.L.C. 0.09% New 1,617 $201K
Monograph Wealth Advisors, LLC 0.02% Reduce -21.0% 1,617 $201K
J. Derek Lewis & Associates Inc. 0.05% New 1,615 $201K
Hamilton Capital, LLC 0.01% New 1,615 $201K
Apeiron RIA LLC 0.05% Reduce -2.5% 1,614 $201K
MRA Advisory Group 0.08% New 1,613 $201K
SJS Investment Consulting Inc. 0.02% No change 1,607 $200K
Fairman Group, LLC 0.17% Add +0.2% 1,594 $198K
Basepoint Wealth LLC 0.11% Add +0.2% 1,588 $197K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -94.6% 1,585 $197K
Align Financial, LLC 0.11% Reduce -99.2% 1,564 $194K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +1.3% 1,562 $194K
Essential Partners LLC 0.06% Add +5.5% 1,494 $186K
Red Tortoise LLC 0.08% Reduce -2.6% 1,470 $183K
Atwood & Palmer Inc. 0.01% Reduce -6.3% 1,406 $175K
3 Factor Indexing, LLC 0.16% — 1,395 $173K
Cambient Family Office, LLC 0.02% No change 1,375 $171K
Raffa Wealth Management, LLC 0.03% No change 1,360 $169K
CGC Financial Services, LLC 0.05% No change 1,348 $168K
CFG Wealth Management Services, Inc. 0.16% No change 1,346 $167K
DT Investment Partners, LLC 0.01% New 1,305 $162K
Piedmont Capital Management, LLC 0.11% Add +31875.0% 1,279 $159K
Creative Capital Management Investments LLC 0.05% Reduce -1.4% 1,275 $158K
Beaird Harris Wealth Management, LLC 0.01% Reduce -4.5% 1,258 $156K
Caitlin John, LLC 0.09% Add +0.8% 1,254 $156K
Global Trust Asset Management, LLC 0.06% Reduce -37.1% 1,254 $156K
Anfield Capital Management, LLC 0.04% New 1,242 $154K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +64.9% 1,237 $154K
Lodestone Wealth Management LLC 0.06% Add +0.2% 1,233 $153K
Gleason Group, Inc. 0.01% Add +0.2% 1,208 $150K
Walsh & Associates, LLC 0.15% Reduce -7.8% 1,207 $150K
TIAA Wealth Investment Management LLC 0.00% — 1,239 $150K
Mill Capital Management, LLC 0.01% No change 1,200 $149K
HHM Wealth Advisors, LLC 0.02% Add +10.6% 1,136 $141K
Lloyd Advisory Services, LLC. 0.04% Add +126.8% 1,134 $141K
Kingdom Financial Group LLC. 0.04% Add +188.6% 1,134 $141K
Addison Advisors LLC 0.03% Add +6.3% 1,122 $140K
Ankerstar Wealth, LLC 0.14% Reduce -68.0% 1,099 $137K
Register Financial Advisors LLC 0.05% Reduce -0.1% 1,089 $135K
True Wealth Design, LLC 0.04% Add +3070.6% 1,078 $134K
Ballast Advisors LLC 0.04% Reduce -1.8% 1,049 $130K
True Link Financial Advisors, LLC 0.01% Reduce -71.8% 1,045 $130K
Islay Capital Management, LLC 0.07% Reduce -30.4% 1,031 $128K
Avalon Trust Co 0.01% Add +1484.6% 1,030 $128K
Networth Advisors, LLC 0.09% Add +209.1% 1,023 $127K
Prestige Wealth Management Group LLC 0.02% No change 1,014 $126K
Evensky & Katz LLC 0.01% Reduce -30.9% 1,015 $126K
Seneschal Advisors, LLC 0.09% No change 975 $121K
Chilton Capital Management LLC 0.00% Add +175.4% 942 $117K
Strategic Advisory Partners, LLC 0.09% New 935 $116K
Global Wealth Strategies & Associates 0.03% Add +44.2% 923 $115K
Old Second National Bank of Aurora 0.02% Reduce -13.9% 923 $115K
Evelyn Partners Investment Management (Europe) Ltd 0.04% No change 900 $112K
Lavaca Capital LLC 0.02% Reduce -31.8% 899 $112K
PlanVest Financial, Inc 0.08% — 895 $111K
JPL Wealth Management, LLC 0.03% New 891 $111K
Premier Financial Group 0.02% No change 840 $106K
Vision Retirement, LLC 0.03% Reduce -47.4% 850 $106K
Gilpin Wealth Management, LLC 0.08% Add +11.9% 847 $105K
LRI Investments, LLC 0.01% Add +18.0% 840 $104K
Manchester Capital Management LLC 0.01% Reduce -4.9% 832 $103K
Reyes Financial Architecture, Inc. 0.08% Add +0.5% 828 $103K
Stone House Investment Management, LLC 0.02% Add +4.0% 825 $103K
Manning & Napier Advisors LLC 0.00% Add +1957.5% 823 $102K
Red Reef Advisors LLC 0.11% Reduce -23.5% 822 $102K
Strengthening Families & Communities, LLC 0.03% New 820 $102K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $97K
Sankala Group LLC 0.08% Reduce -9.9% 776 $95K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -32.1% 764 $95K
POM Investment Strategies, LLC 0.12% Add +18975.0% 763 $95K
JDM Financial Group LLC 0.04% No change 755 $94K
Banque Cantonale Vaudoise 0.00% No change 738 $92K
Activest Wealth Management 0.02% Add +54.7% 738 $92K
Rogco, LP 0.03% Reduce -95.3% 726 $90K
Bravera Wealth 0.04% Reduce -14.6% 725 $90K
KERR FINANCIAL PLANNING Corp 0.06% Reduce -1.4% 655 $89K
North Ridge Wealth Advisors, Inc. 0.05% No change 700 $87K
N.E.W. Advisory Services LLC 0.01% Add +242.7% 699 $87K
GoalVest Advisory LLC 0.02% No change 699 $87K
Chapman Financial Group, LLC 0.06% Add +11.2% 698 $87K
Pacifica Partners Inc. 0.03% Reduce -19.2% 696 $87K
Frankly Finances, LLC 0.08% No change 690 $86K
Petix & Botte Co 0.04% Reduce -68.1% 690 $86K
Hudson Edge Investment Partners Inc. 0.01% New 685 $85K
Morling Financial Advisors, LLC 0.03% Reduce -37.2% 683 $85K
Wealth Preservation Advisors, LLC 0.07% Reduce -30.6% 681 $85K
Pin Oak Investment Advisors Inc. 0.06% Reduce -27.4% 662 $82K
Nova Wealth Management, Inc. 0.05% Add +284.2% 657 $82K
MTM Investment Management, LLC 0.03% Add +0.2% 637 $79K
Morton Brown Family Wealth, LLC 0.02% Reduce -1.4% 636 $79K
Scarborough Advisors, LLC 0.01% New 621 $77K
Tripletail Wealth Management, LLC 0.10% No change 593 $74K
Measured Wealth Private Client Group, LLC 0.02% No change 593 $74K
Bear Mountain Capital, Inc. 0.02% No change 533 $73K
USA Financial Formulas 0.01% New 568 $71K
Sunrise Financial Services, LLC 0.05% Add +28000.0% 562 $70K
Flagship Wealth Advisors, LLC 0.03% No change 635 $69K
Hazlett, Burt & Watson, Inc. 0.02% Add +16.2% 559 $69K
NorthAvenue LLC 0.05% No change 545 $68K
Elevate Wealth Advisory, Inc. 0.04% Reduce -24.1% 543 $68K
NFSG Corp 0.01% Reduce -2.4% 536 $67K
Highline Wealth Partners LLC 0.02% Reduce -24.3% 526 $65K
Davis Capital Management 0.04% No change 518 $64K
FWL Investment Management, LLC 0.01% Reduce -3.7% 516 $64K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 514 $64K
Fairscale Capital, LLC 0.04% No change 509 $63K
WealthCollab, LLC 0.03% Reduce -20.7% 502 $62K
Southern Michigan Bank & Trust 0.02% — 502 $62K
Winch Advisory Services, LLC 0.01% No change 496 $62K
Capital Investment Counsel, Inc 0.01% No change 496 $62K
Triumph Capital Management 0.01% No change 482 $60K
Gill Capital Partners, LLC 0.02% New 480 $60K
Nalls Sherbakoff Group, LLC 0.04% No change 476 $59K
VSM Wealth Advisory, LLC 0.02% No change 474 $59K
Rice Partnership, LLC 0.01% Reduce -9.7% 468 $58K
Holos Integrated Wealth LLC 0.03% No change 458 $58K
Acima Private Wealth, LLC 0.02% No change 465 $58K
Evolution Advisers, Inc. 0.02% Add +4.5% 464 $57K
Quaker Wealth Management, LLC 0.02% Add +0.2% 457 $57K
Curio Wealth, LLC 0.02% No change 441 $55K
Richardson Financial Services Inc. 0.03% Add +19.7% 420 $52K
Millstone Evans Group, LLC 0.03% No change 416 $52K
Financial Network Wealth Advisors LLC 0.05% No change 410 $51K
Park National Corp. 0.00% New 408 $51K
Advisortrust Partners, LLC 0.02% New 408 $51K
Trask Adam Roland 0.05% — 390 $48K
Coston, McIsaac & Partners 0.01% No change 385 $47K
West Branch Capital LLC 0.01% No change 375 $47K
Perkins Coie Trust Co 0.01% No change 372 $46K
Navigoe, LLC 0.03% No change 375 $46K
Hamilton Point Investment Advisors, LLC 0.01% Reduce -20.8% 370 $46K
Robinswood Financial LLC 0.01% Add +44.1% 366 $46K
Evelyn Partners Asset Management Ltd 0.01% New 357 $44K
Central Pacific Bank - Trust Division 0.01% Reduce -98.5% 351 $44K
Murphy & Mullick Capital Management Corp 0.03% Reduce -1.7% 350 $44K
DecisionPoint Financial, LLC 0.01% No change 346 $43K
Country Trust Bank 0.00% Reduce -11.8% 337 $42K
Deutsche Bank AG 0.00% Reduce -27.6% 334 $42K
Pflug Koory, LLC 0.02% No change 318 $40K
Covestor Ltd 0.03% Reduce -6.3% 315 $39K
Mogy Joel R Investment Counsel Inc. 0.00% Reduce -50.9% 313 $39K
Advantage Trust Co 0.02% No change 307 $38K
Napier Financial, LLC 0.01% New 307 $38K
Riverview Trust Co 0.05% No change 297 $37K
C M Bidwell & Associates Ltd. 0.02% No change 291 $36K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 290 $36K
Sittner & Nelson, LLC 0.01% No change 278 $35K
Bulwark Capital Corp 0.02% No change 272 $34K
Arcadia Investment Management Corp. 0.01% No change 267 $33K
Signature Resources Capital Management, LLC 0.02% Add +16.7% 266 $33K
Redwood Park Advisors LLC 0.02% No change 254 $32K
Bank & Trust Co 0.02% No change 252 $31K
Grand Wealth Management, LLC 0.01% No change 252 $31K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% Reduce -32.5% 251 $31K
Peoples Financial Services Corp. 0.01% No change 250 $31K
Evolution Wealth Management Inc. 0.02% Reduce -28.6% 249 $31K
Founders Capital Management 0.01% No change 239 $30K
Key Capital Management, INC 0.02% Reduce -37.8% 239 $30K
Reicon Wealth Advisors, LLC 0.02% Add +555.6% 236 $29K
Hoey Investments, Inc. 0.00% No change 233 $29K
Wealth Science Advisors LLC 0.02% New 240 $29K
Your Advocates Ltd., LLP 0.01% No change 227 $28K
CDKV Holdings LLC 0.02% No change 224 $28K
Minot DeBlois Advisors LLC 0.02% Reduce -10.3% 217 $27K
Essential Investment Partners LLC 0.02% No change 212 $26K
Resources Management Corp. /CT/ 0.00% Add +144.7% 208 $26K
Cetera Trust Company, N.A 0.01% No change 209 $26K
Heritage Wealth Advisors 0.00% No change 209 $26K
BankChampaign, National Association 0.03% Reduce -17.5% 208 $26K
Nvwm, LLC 0.01% No change 204 $25K
Basso Capital Management, L.P. 0.02% No change 202 $25K
Field & Main Bank 0.01% No change 200 $25K
Front Row Advisors LLC 0.01% No change 192 $24K
Financial Life Planners 0.02% New 192 $24K
MPWM Advisory Solutions, LLC 0.01% Reduce -63.3% 184 $23K
Kiker Wealth Management, LLC 0.01% New 183 $23K
Entrust Financial LLC 0.02% No change 179 $22K
Main Management LLC 0.00% New 173 $22K
Delta Asset Management LLC 0.00% No change 172 $21K
Bellevue Asset Management, LLC 0.01% No change 163 $20K
Morgan Dempsey Capital Management LLC 0.01% No change 162 $20K
Ogorek Anthony Joseph /NY/ 0.01% No change 160 $20K
Comprehensive Financial Planning, Inc. 0.01% Add +48.6% 159 $20K
Raleigh Capital Management Inc. 0.01% No change 158 $20K
Punch & Associates Investment Management, Inc. 0.00% Reduce -98.8% 152 $19K
Boreal Capital Management LLC 0.02% No change 150 $19K
Kopp Family Office, LLC 0.01% No change 141 $18K
Peterson Wealth Services 0.00% No change 140 $17K
Frazier Financial Advisors, LLC 0.01% Add +775.0% 140 $17K
Breakwater Investment Management 0.01% No change 136 $17K
WPG Advisers, LLC 0.01% Add +18.3% 136 $17K
MBM Wealth Consultants, LLC 0.00% New 136 $17K
Tradewinds Capital Management, LLC 0.00% No change 127 $16K
Peterson Wealth Management 0.01% New 125 $16K
Smallwood Wealth Investment Management, LLC 0.01% New 123 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 109 $15K
Park Square Financial Group, LLC 0.11% Reduce -79.3% 121 $15K
Pioneer Family Office, LLC 0.01% Add +0.8% 120 $15K
Archer Investment Corp 0.00% No change 117 $15K
Simplex Trading, LLC 0.00% New 117 $15K
SWAN Capital LLC 0.00% Add +224.2% 107 $13K
Financial Gravity Asset Management, Inc. 0.00% No change 105 $13K
Atlantic Private Wealth, LLC 0.01% No change 104 $13K
Cornerstone National Bank & Trust Co 0.00% No change 102 $13K
Graney & King, LLC 0.01% Reduce -64.6% 102 $13K
SYM FINANCIAL Corp 0.00% No change 101 $13K
Clarity Asset Management, Inc. 0.01% Reduce -33.6% 99 $12K
Merkkuri Wealth Advisors LLC 0.01% New 95 $12K
First United Bank & Trust 0.00% No change 95 $12K
Armor Investment Advisors, LLC 0.00% Reduce -70.2% 92 $11K
PFS Partners, LLC 0.01% Reduce -24.4% 87 $11K
High Point Wealth Management, LLC 0.01% New 85 $11K
Caldwell Sutter Capital, Inc. 0.00% No change 83 $10K
Kings Path Partners LLC 0.00% No change 82 $10K
Hilton Head Capital Partners, LLC 0.01% No change 80 $10K
Clayton Financial Group LLC 0.01% No change 79 $10K
1620 Investment Advisors, Inc. 0.01% No change 78 $10K
Peachtree Investment Partners, LLC 0.00% No change 67 $8K
Kozak & Associates, Inc. 0.00% No change 63 $8K
Retiremitten Financial LLC 0.00% — 62 $8K
Gables Capital Management Inc. 0.00% No change 60 $7K
Bullseye Investment Management, LLC 0.00% No change 55 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -91.9% 53 $7K
Silver Grove Financial Group, Inc. 0.01% Reduce -98.1% 52 $6K
Wellington-Altus USA Inc. 0.00% Reduce -88.3% 42 $6K
Byrne Asset Management LLC 0.00% No change 48 $6K
Axiom Investment Management LLC 0.00% — 45 $6K
Parvin Asset Management, LLC 0.00% No change 45 $6K
Paladin Partners, LLC 0.00% No change 43 $5K
Hamrick Investment Counsel, llc 0.00% New 42 $5K
Tower Research Capital LLC (TRC) 0.00% Add +400.0% 40 $5K
London Co. of Virginia 0.00% Reduce -19.1% 38 $5K
Capital & Planning, LLC 0.00% New 28 $4K
Kilter Group LLC 0.00% No change 28 $3K
Lummis Asset Management, LP 0.00% No change 27 $3K
Van Den Berg Management I, Inc. 0.00% Reduce -86.6% 26 $3K
Hartford Financial Management Inc. 0.00% No change 25 $3K
Edmond DE Rothschild Holding S.A. 0.00% No change 24 $3K
TOWER TRUST & INVESTMENT Co 0.00% No change 20 $2K
Prudent Man Investment Management, Inc. 0.00% No change 18 $2K
First Pacific Financial 0.00% New 17 $2K
Horizon Bancorp Inc. 0.00% No change 15 $2K
LM Advisors LLC 0.01% Add +3.4% 243 $2K
Capital Advisor Network LLC 0.00% — 15 $2K
McGuire Capital Advisors Inc. 0.00% No change 9 $1K
Morse Asset Management, Inc 0.00% No change 8 $994
REAP Financial Group, LLC 0.00% No change 4 $497
Community Financial Services Group, LLC 0.00% New 3 $375
Clark Wealth Partners 0.00% New 3 $373
Rachor Investment Advisory Services, LLC 0.00% New 2 $250
New England Capital Financial Advisors LLC 0.00% No change 2 $249
Retirement Wealth Solutions LLC 0.00% No change 2 $198
Portus Wealth Advisors, LLC 0.00% New 1 $125
Marshall Investment Management, LLC 0.00% New 1 $124
CKW Financial Group 0.00% No change 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.