iShares Core S&P Small-Cap EIJRETF

13F holders, Q2 2026 (June 30)
2,849holders +88
181new positions
82sold out
6famous investors
$147.88avg. 13F price*

At the end of Q2 2026, 2,849 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 88 from Q1 2026. 181 opened new positions and 82 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.6B), Bank of America Corp. ($4.9B) and FMR LLC ($3.7B). 6 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares Core S&P Small-Cap E
CUSIP
464287804
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions181$262.6M
Exits82$87.3M

All 13F filers, Q1 2026 → Q2 2026: 25,627,172 shares bought and 15,422,639 shares sold, net +10,204,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,849 holders

Northwestern Mutual Wealth Management Co. 3.53% Add +2.6% 44,570,998 $6.6B
Bank of America Corp. 0.32% Reduce -1.6% 33,264,973 $4.9B
FMR LLC 0.16% Add +5.0% 24,758,624 $3.7B
Jones Financial Companies LLLP 1.34% Add +14.4% 22,721,296 $3.3B
Morgan Stanley 0.15% Add +4.8% 19,117,415 $2.8B
LPL Financial LLC 0.54% Reduce -1.9% 16,331,080 $2.4B
Envestnet Asset Management Inc. 0.57% Reduce -9.3% 16,219,396 $2.4B
Wells Fargo & Company 0.37% Reduce -1.6% 14,487,402 $2.1B
Raymond James Financial Inc. 0.57% Reduce -0.2% 14,111,531 $2.1B
Bank of New York Mellon Corp 0.28% Reduce -1.3% 11,648,436 $1.7B
UBS Group AG 0.24% Add +0.8% 10,230,929 $1.5B
Northern Trust Corp. 0.17% Add +0.2% 9,576,682 $1.4B
BlackRock, Inc. 0.02% Reduce -5.7% 8,496,986 $1.3B
PNC Financial Services Group, Inc. 0.55% Reduce -1.0% 7,491,671 $1.1B
Royal Bank of Canada 0.19% Add +1.0% 7,471,547 $1.1B
Financial Engines Advisors L.L.C. 1.94% Reduce -4.5% 7,373,661 $1.1B
First Command Advisory Services, Inc. 5.83% Add +1.5% 6,608,310 $980.1M
Baird Financial Group, Inc. 1.35% Add +2.2% 6,603,976 $979.4M
Goldman Sachs Group Inc. 0.10% Reduce -1.0% 6,520,699 $967.1M
Truist Financial Corp. 0.97% Add +11.1% 5,463,960 $810.4M
JPMorgan Chase & Co. 0.05% Add +94.8% 5,328,597 $785.2M
Northwestern Mutual Investment Management Company, LLC 8.72% Reduce -4.7% 5,014,613 $743.7M
Glenmede Trust Co. NA 3.26% Reduce -0.3% 4,979,028 $738.4M
US Bancorp \de 0.77% Reduce -2.5% 4,737,329 $702.6M
Regions Financial Corp. 3.61% Add +1.7% 4,081,060 $605.3M
Bank of Montreal 0.22% Add +136.4% 3,996,639 $592.7M
Ameriprise Financial Inc. 0.12% Reduce -6.1% 3,992,771 $592.4M
Keybank National Association 1.95% Add +4.0% 3,992,726 $592.2M
Natixis Advisors, LLC 0.66% Add +37.4% 3,957,643 $587.0M
Acorns Advisers, LLC 3.55% Add +1.1% 3,675,530 $545.1M
Cerity Partners LLC 0.65% Add +0.3% 3,587,574 $532.1M
Fifth Third Bancorp 0.81% Add +5.1% 3,381,139 $501.5M
Cresset Asset Management, LLC 1.81% Add +2.1% 3,353,475 $497.4M
HighTower Advisors, LLC 0.47% Reduce -5.8% 3,320,768 $492.5M
Cetera Investment Advisers 0.38% Reduce -2.7% 2,811,720 $417.0M
Commonwealth Equity Services, LLC 0.46% Reduce -8.3% 2,474,395 $367.0M
Nationwide Fund Advisors 14.98% Reduce -8.9% 2,444,492 $362.5M
Millburn Ridgefield LLC 6.83% Reduce -1.0% 2,433,988 $361.0M
Catalyst Capital Advisors LLC 5.99% Reduce -1.0% 2,433,988 $361.0M
Corient Private Wealth LP 0.47% Add +9.0% 2,300,207 $341.1M
Circle Wealth Management, LLC 4.27% Add +0.0% 2,289,109 $339.5M
Pathstone Holdings, LLC 0.97% Reduce -4.3% 2,241,453 $332.4M
Alesco Advisors, LLC, An ESL Co 7.51% Reduce -1.4% 2,208,976 $327.6M
MAI Capital Management 1.16% Add +4.0% 2,048,983 $303.9M
Wealthspire Advisors, LLC 1.65% Add +4.3% 2,025,543 $300.4M
Valeo Financial Advisors, LLC 5.94% Add +0.7% 2,136,481 $281.5M
Rockefeller Capital Management L.P. 0.43% Add +7.2% 1,893,254 $280.8M
Brown Advisory Inc. 0.41% Add +35.7% 1,778,922 $263.8M
Focus Partners Wealth 0.26% Reduce -0.2% 1,733,730 $257.1M
Osaic Holdings, Inc. 0.30% Add +7.3% 1,701,962 $252.5M
Mariner, LLC 0.25% Reduce -5.2% 1,645,376 $244.0M
Mesirow Financial Investment Management, Inc. 3.77% Add +3.2% 1,618,153 $240.0M
Haverford Trust Co 2.05% Reduce -0.3% 1,599,222 $237.2M
Wealth Enhancement Advisory Services, LLC 0.40% Add +11.5% 1,631,441 $236.8M
Janney Montgomery Scott LLC 0.43% Reduce -6.7% 1,497,464 $222.1M
Moneta Group Investment Advisors LLC 1.63% Add +0.9% 1,482,004 $219.8M
Modera Wealth Management, LLC 2.25% Add +0.9% 1,421,648 $210.8M
Bessemer Group Inc. 0.28% Add +45.9% 1,385,455 $205.5M
Mercer Global Advisors Inc. 0.25% Add +3.5% 1,371,731 $203.4M
MML Investors Services, LLC 0.41% Add +13.1% 1,366,095 $202.6M
Bridges Investment Management Inc. 2.41% Reduce -0.6% 1,333,633 $197.8M
Bleakley Financial Group, LLC 2.50% Reduce -0.1% 1,323,251 $196.3M
Creative Planning 0.11% Reduce -0.4% 1,251,825 $185.7M
Clark Capital Management Group, Inc. 1.01% Reduce -31.5% 1,244,550 $184.6M
Missouri Education Pension Trust 66.00% No change 1,216,674 $180.4M
Victory Capital Management Inc. 0.10% Add +13.3% 1,196,673 $177.5M
Teacher Retirement System of Texas 0.47% No change 1,185,799 $175.9M
Allworth Financial LP 0.74% Reduce -6.1% 1,167,827 $173.2M
Beacon Investment Advisory Services, Inc. 6.39% Add +9.1% 1,158,855 $171.9M
Franklin Resources Inc. 0.04% Add +2.6% 1,154,656 $171.2M
United Capital Financial Advisors, LLC 0.92% Reduce -4.0% 1,119,614 $166.0M
Farmers & Merchants Investments Inc. 4.01% Reduce -8.0% 1,116,608 $165.6M
Stifel Financial Corp. 0.14% Reduce -36.3% 1,096,172 $162.6M
Assetmark, Inc. 0.28% Reduce -5.0% 1,093,798 $162.2M
Acropolis Investment Management, LLC 5.76% Reduce -1.5% 984,802 $146.1M
Destination Wealth Management 3.19% Add +9.8% 920,516 $136.5M
Steward Partners Investment Advisory, LLC 0.69% Reduce -43.3% 909,263 $134.9M
Captrust Financial Advisors 0.20% Add +5.3% 901,357 $133.7M
M&T Bank Corp 0.38% Reduce -2.5% 870,029 $129.0M
Kestra Advisory Services, LLC 0.42% Add +9.3% 867,164 $128.6M
Cambridge Investment Research Advisors, Inc. 0.29% Add +1.2% 862,579 $127.9M
Members Trust Co 3.97% Reduce -0.7% 860,578 $127.6M
&partners 0.52% Add +4.9% 854,086 $126.9M
Beacon Pointe Advisors, LLC 0.59% Reduce -3.8% 854,136 $126.7M
WestEnd Advisors, LLC 2.80% Reduce -9.6% 847,232 $125.7M
State Street Corp. 0.00% Add +0.3% 797,424 $118.3M
Farther Finance Advisors, LLC 0.92% Add +7.5% 792,656 $117.5M
Sequoia Financial Advisors, LLC 0.54% Add +4.0% 733,683 $108.8M
Atlantic Union Bankshares Corp 1.77% Reduce -16.6% 714,004 $105.9M
Whittier Trust Co. 1.04% Add +4.4% 719,520 $105.6M
Mission Wealth Management, LP 1.30% Add +18.0% 705,960 $104.7M
Steele Capital Management, Inc. 3.85% Add +8.3% 704,827 $104.5M
Glenview Trust Co 1.44% Add +0.8% 700,640 $103.9M
Accredited Investors Inc. 4.32% Add +1.6% 674,815 $100.1M
First Interstate Bank 5.08% Reduce -3.3% 657,052 $97.4M
Ieq Capital, LLC 0.44% Add +3.4% 649,005 $96.3M
Johnson Investment Counsel Inc. 0.70% Add +18.8% 643,757 $95.5M
SWF LLC 6.25% Add +0.4% 630,311 $93.5M
Sage Financial Group Inc. 5.11% Add +2.7% 622,538 $92.3M
Bartlett & Co. Wealth Management LLC 1.15% Add +2.8% 620,196 $92.0M
NewEdge Advisors, LLC 0.27% Add +2.9% 603,283 $89.5M
Klingman & Associates, LLC 3.77% Add +0.7% 596,811 $88.5M
Equitable Holdings, Inc. 0.52% Reduce -5.8% 592,268 $87.8M
Alaska Permanent Capital Management, LLC 5.63% Reduce -4.6% 581,190 $86.2M
Peapack Gladstone Financial Corp. 0.95% Add +1.6% 555,266 $82.4M
Concurrent Investment Advisors, LLC 0.69% Add +43.8% 542,141 $80.4M
Sigma Investment Counselors Inc. 3.89% Reduce -3.3% 538,823 $79.9M
Bokf, NA 1.10% Reduce -0.3% 537,556 $79.7M
UMB Bank, n.a. 0.98% Reduce -4.7% 522,678 $77.5M
Venturi Wealth Management, LLC 2.93% Add +267.2% 510,727 $75.7M
Wealth Architects, LLC 5.92% Reduce -0.1% 505,346 $74.9M
First Business Financial Services, Inc. 5.77% Add +0.2% 502,002 $74.5M
Clearstead Advisors, LLC 0.70% Add +1.0% 496,435 $73.6M
Atlanta Consulting Group Advisors, LLC 11.59% Add +7.5% 492,883 $73.1M
Greenleaf Trust 0.70% Reduce -6.0% 491,167 $72.8M
Abound Wealth Management 14.45% Add +4.9% 490,860 $72.8M
New York Life Investment Management LLC 0.51% Add +23.9% 489,674 $72.6M
Cahaba Wealth Management, Inc. 4.34% Add +1.5% 485,112 $71.9M
Connecticut Wealth Management, LLC 2.63% Reduce -5.4% 478,686 $71.0M
Fulton Breakefield Broenniman LLC 4.16% Add +8.3% 475,919 $70.6M
EP Wealth Advisors, LLC 0.27% Add +45.7% 471,147 $69.9M
Brown Brothers Harriman & Co. 0.31% Add +1.1% 471,009 $69.9M
Private Advisor Group, LLC 0.32% Reduce -11.8% 468,586 $69.5M
Stratos Wealth Partners, LTD. 0.70% Add +3.9% 467,638 $69.4M
BLB&B Advisors, LLC 2.52% Reduce -0.2% 464,931 $69.0M
Alliancebernstein L.P. 0.02% Add +4.6% 550,382 $68.4M
Oakworth Capital, Inc. 3.25% Add +1.2% 462,139 $68.4M
Axxcess Wealth Management, LLC 1.06% Reduce -1.3% 451,113 $66.9M
Bangor Savings Bank 4.89% Reduce -2.9% 448,700 $66.5M
Global Retirement Partners, LLC 1.00% — 440,895 $65.4M
Lido Advisors, LLC 0.23% Reduce -30.4% 440,419 $65.3M
Granite Bay Wealth Management, LLC 5.83% Add +148.2% 426,566 $63.3M
Blair William & Co. 0.16% Add +5.3% 424,298 $62.9M
Fiduciary Trust Co 0.68% Reduce -0.4% 423,945 $62.9M
SilverOak Wealth Management LLC 7.96% Reduce -0.5% 416,780 $61.8M
Ally Invest Advisors Inc. 3.68% Reduce -0.3% 410,725 $60.9M
Mackenzie Financial Corp. 0.06% Add +12.1% 409,590 $60.7M
Legacy Wealth Management, LLC 3.18% Reduce -1.2% 409,323 $60.7M
Rebalance, LLC 3.18% Reduce -3.6% 409,017 $60.7M
Pinnacle Financial Partners, Inc. 0.41% Add +2.0% 406,907 $60.3M
Berman McAleer LLC 6.90% Reduce -1.5% 401,722 $59.6M
SigFig Wealth Management, LLC 1.58% Reduce -6.8% 403,881 $59.5M
Arcataur Capital Management LLC 14.69% Reduce -1.1% 399,534 $59.3M
Citigroup Inc. 0.03% Reduce -0.1% 399,241 $59.2M
Capital Asset Advisory Services LLC 2.12% Reduce -0.9% 394,268 $58.5M
Maple Capital Management, Inc. 3.46% Add +1.4% 392,798 $58.3M
Public Sector Pension Investment Board 0.15% Add +43.2% 385,783 $57.2M
RKL Wealth Management LLC 4.50% Reduce -0.4% 380,816 $56.5M
Conning Inc. 1.75% Reduce -3.3% 378,644 $56.2M
IFG Advisors, LLC 7.70% Add +2.6% 376,578 $55.9M
Chesley Taft & Associates LLC 2.15% Add +0.4% 371,712 $55.1M
Stockman Wealth Management, Inc. 5.62% Reduce -3.3% 366,639 $54.4M
First Financial Bank - Trust Division 3.87% Add +7.5% 366,175 $54.3M
AlphaCore Capital LLC 1.00% Add +381.2% 366,070 $54.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.18% Reduce -4.2% 361,883 $53.7M
Frontier Asset Management, LLC 9.61% Add +0.7% 361,610 $53.6M
Arrow Financial Corp 4.80% Reduce -6.3% 361,187 $53.6M
United Bank 6.26% Reduce -0.7% 360,103 $53.4M
Opus Capital Group, LLC 5.14% Add +0.2% 358,032 $53.1M
Wit, LLC 0.85% New 357,908 $53.1M
MCF Advisors LLC 1.89% Reduce -1.6% 356,480 $52.9M
Planning Alternatives Ltd. 5.63% Add +0.4% 354,167 $52.5M
Legacy Advisors, LLC 4.87% Add +15.6% 351,532 $52.1M
First Financial Bankshares Inc 0.97% Add +52.4% 350,599 $52.0M
Barclays PLC 0.02% Add +208.5% 348,478 $51.7M
Amplius Wealth Advisors, LLC 3.72% Add +1.9% 342,349 $50.8M
Pine Ridge Advisers LLC 3.13% Reduce -0.7% 341,881 $50.7M
Ballentine Partners, LLC 0.62% Reduce -1.4% 341,428 $50.6M
Summit Financial Strategies, Inc. 3.54% Add +5.2% 340,374 $50.5M
Sanctuary Advisors, LLC 0.23% Reduce -3.9% 339,968 $50.4M
Vision Capital Management, Inc. 5.75% Reduce -6.6% 339,793 $50.4M
Trilogy Capital Inc. 1.94% Reduce -2.2% 335,502 $49.8M
Becker Capital Management Inc. 1.34% Reduce -8.3% 335,169 $49.7M
Thrivent Financial for Lutherans 0.09% Reduce -44.8% 334,359 $49.5M
Whittier Trust Co. of Nevada Inc. 0.91% Add +2.5% 334,571 $48.6M
Magnus Financial Group LLC 3.46% Add +2.8% 327,498 $48.6M
Urban Financial Advisory Corp 13.22% Add +9.1% 323,428 $48.0M
Starr Indemnity & Liability Co 12.62% No change 320,950 $47.6M
Shoker Investment Counsel, Inc. 11.92% Reduce -2.3% 320,095 $47.5M
Advisory Services Network, LLC 0.54% Add +3.9% 318,804 $47.3M
First National Trust Co 1.60% Reduce -0.1% 318,030 $47.2M
Range Advisory, LLC 5.61% Add +42.4% 317,779 $47.1M
Bluespring Wealth Management, LLC 0.90% Add +12251.5% 316,076 $46.9M
JFS Wealth Advisors, LLC 2.34% Reduce -0.8% 315,972 $46.9M
Painted Porch Advisors LLC 20.30% Reduce -2.8% 313,279 $46.5M
Graves Light Lenhart Wealth, Inc. 4.30% Add +2.6% 310,610 $46.1M
Principal Financial Group Inc. 0.02% Reduce -50.5% 308,237 $45.7M
Arax Advisory Partners 0.30% Add +1212.7% 305,374 $45.3M
Calamos Wealth Management LLC 1.38% Add +1.0% 304,095 $45.1M
Founders Financial Securities LLC 2.28% Add +1.6% 300,394 $44.6M
Fifth Third Wealth Advisors LLC 1.24% Add +1.2% 297,951 $44.2M
Colony Family Offices, LLC 9.66% Reduce -2.3% 296,366 $44.0M
HB Wealth Management, LLC 0.25% Add +21.2% 296,271 $43.9M
Horizon Investments, LLC 0.48% Reduce -43.2% 296,071 $43.9M
One Day In July LLC 3.05% Reduce -4.7% 295,782 $43.9M
Envestnet Portfolio Solutions, Inc. 0.21% Reduce -8.8% 292,781 $43.4M
Elk River Wealth Management LLC 6.91% Reduce -12.9% 292,377 $43.4M
Oppenheimer & Co. Inc. 0.46% Reduce -1.2% 289,632 $43.0M
Grove Bank & Trust 4.16% Add +2.2% 282,798 $41.9M
Fiducient Advisors LLC 6.00% Reduce -1.6% 282,414 $41.9M
Kintra Wealth, LLC 2.18% Add +15.4% 278,262 $41.7M
Albion Financial Group 2.40% Reduce -1.3% 279,009 $41.4M
Capital Investment Advisors, LLC 0.54% Reduce -0.3% 277,795 $41.2M
Alaska Wealth Advisors, LLC 4.41% Reduce -0.8% 274,320 $40.7M
RTD Financial Advisors, Inc. 4.39% Reduce -3.6% 271,427 $40.3M
Lowe Brockenbrough & Co. Inc. 1.79% Add +2.4% 270,876 $40.2M
MBL Wealth, LLC 2.73% Add +1.8% 269,424 $40.0M
Hudock, Inc. 5.10% Reduce -2.7% 268,825 $39.9M
Bar Harbor Wealth Management 2.13% Reduce -1.4% 267,227 $39.6M
Vestmark Advisory Solutions, Inc. 0.37% Add +5.5% 265,976 $39.4M
CX Institutional 1.13% Add +218.0% 264,980 $39.3M
Lazard Asset Management LLC 0.06% Reduce -2.4% 264,731 $39.3M
Ferguson Wellman Capital Management, Inc. 0.48% Add +0.6% 263,902 $39.1M
MassMutual Private Wealth & Trust, FSB 1.01% Reduce -4.7% 262,909 $39.0M
NorthRock Partners, LLC 0.57% Reduce -4.4% 262,654 $39.0M
Valmark Advisers, Inc. 0.41% Reduce -6.5% 259,402 $38.5M
Elevation Point Wealth Partners, LLC 0.70% Add +12.3% 256,339 $38.0M
Guidance Capital, Inc. 8.13% Add +1.4% 258,295 $38.0M
Merit Financial Group, LLC 0.23% Reduce -0.7% 249,788 $37.0M
Focus Partners Advisor Solutions, LLC 0.31% Add +423.7% 249,116 $36.9M
Voya Financial Advisors, Inc. 3.23% Reduce -7.9% 248,639 $36.6M
Madison Asset Management, LLC 0.44% Reduce -5.5% 246,133 $36.5M
Hancock Whitney Corp. 0.61% Reduce -1.5% 245,713 $36.4M
Fsa Wealth Partners, Inc. 9.12% Add +426.0% 245,460 $36.4M
Round Rock Advisors LLC 4.68% Add +2.4% 244,807 $36.3M
Single Point Partners, LLC 6.39% Add +0.4% 244,736 $36.3M
Financial Enhancement Group LLC 4.26% Reduce -5.9% 240,361 $35.6M
Ashton Thomas Private Wealth, LLC 0.74% Reduce -2.4% 240,301 $35.6M
Oppenheimer Asset Management Inc. 0.37% Add +48.6% 239,545 $35.5M
Savant Capital, LLC 0.10% Add +8.5% 238,972 $35.5M
Commerce Bank 0.16% Add +2.1% 238,871 $35.4M
Capital Advisors Inc. 0.52% Reduce -0.1% 236,149 $35.0M
Private Wealth Asset Management, LLC 3.36% Reduce -5.5% 234,697 $34.9M
CIBC Bancorp USA Inc. 0.04% Reduce -4.0% 231,188 $34.3M
Dimension Capital Management LLC 4.00% Add +1.3% 229,782 $34.1M
Pinnacle Associates Ltd. 0.37% Reduce -3.5% 229,466 $34.0M
Proathlete Wealth Management LLC 8.39% Add +0.8% 228,635 $33.9M
Headinvest, LLC 6.28% Reduce -0.7% 227,212 $33.7M
Resonant Capital Advisors, LLC 1.60% Reduce -0.5% 226,102 $33.5M
Courier Capital LLC 1.66% Add +5.8% 224,209 $33.3M
Rehmann Capital Advisory Group 1.52% Reduce -4.2% 223,806 $33.2M
Cedar Mountain Advisors, LLC 5.70% Add +0.1% 223,326 $33.1M
Oakwell Private Wealth Management, LLC 5.48% Reduce -5.3% 223,030 $33.1M
1ST Source Bank 1.49% Add +3.9% 221,846 $32.9M
Bogart Wealth, LLC 1.13% Add +3946.3% 221,696 $32.9M
LTG Capital LLC 21.98% Add +0.3% 221,544 $32.9M
Gladstone Institutional Advisory LLC 1.03% Add +1.3% 220,151 $32.7M
Citizens Financial Group Inc. 0.39% Reduce -0.7% 218,871 $32.5M
AQR Capital Management 0.01% Add +51.3% 218,839 $32.5M
Liquid Strategies, LLC 4.43% Add +46.5% 218,767 $32.4M
Truefg, LLC 7.54% Add +0.8% 217,789 $32.3M
Smith, Moore & Co. 2.08% Reduce -0.3% 215,831 $32.0M
Birch Hill Investment Advisors LLC 1.28% Add +1.4% 213,825 $31.7M
Pittenger & Anderson Inc. 1.13% Add +2.5% 213,186 $31.6M
Conservest Capital Advisors, Inc. 2.50% Reduce -0.2% 211,934 $31.4M
Kelman-Lazarov, Inc. 4.09% Reduce -0.9% 210,298 $31.2M
Consolidated Portfolio Review Corp 2.59% Reduce -1.1% 209,352 $31.0M
King Wealth Management Group 3.38% Add +1.2% 208,614 $30.9M
FFT Wealth Management LLC 4.84% Add +8.7% 208,485 $30.9M
Cutler Investment Counsel LLC 2.91% Add +1.4% 208,300 $30.9M
Pathway Financial Advisors LLC 3.59% Reduce -0.8% 210,271 $30.8M
Catalyst Financial Partners LLC 3.04% Reduce -4.2% 206,827 $30.7M
First Merchants Corp. 1.07% Reduce -3.2% 205,687 $30.5M
Northwest Quadrant Wealth Management, LLC 5.64% Reduce -1.3% 205,429 $30.5M
Trifecta Capital Advisors, LLC 3.91% Add +0.1% 204,841 $30.4M
Factor Wealth Management LTD 4.58% Add +63.0% 204,066 $30.3M
FORM Wealth Advisors, LLC 3.30% Reduce -6.7% 202,481 $30.0M
World Investment Advisors 0.49% Reduce -9.6% 237,856 $29.8M
Curi Capital, LLC 0.46% Reduce -6.2% 200,648 $29.8M
C V Starr & Co. Inc. 15.87% No change 200,458 $29.7M
Principal Securities, Inc. 0.36% Reduce -49.7% 199,636 $29.6M
Cape Cod Five Cents Savings Bank 2.39% — 198,503 $29.4M
Roth Financial Partners LLC 8.73% Add +2.0% 198,008 $29.4M
Earned Wealth Advisors, LLC 1.88% Add +0.5% 196,095 $29.1M
Harbour Trust & Investment Management Co 2.80% Reduce -1.1% 195,906 $29.1M
Parkway Wealth Management Group, LLC 3.35% Reduce -0.0% 195,685 $29.0M
Lutz Financial Services LLC 1.76% Add +1.5% 194,808 $28.9M
Midwest Trust Co 0.33% Reduce -3.1% 194,652 $28.9M
Perigon Wealth Management, LLC 0.45% Add +2.4% 193,257 $28.7M
Planning Project LLC 5.70% — 197,821 $28.6M
Verum Partners LLC 4.31% Add +4.5% 192,172 $28.5M
Fiduciary Alliance LLC 1.93% Reduce -0.7% 192,108 $28.5M
Arkadios Wealth Advisors 0.44% Reduce -7.3% 191,033 $28.3M
LBMC Investment Advisors, LLC 1.53% Add +6.1% 189,650 $28.1M
HSBC Holdings PLC 0.01% Reduce -8.1% 189,495 $28.1M
Inlight Wealth Management, LLC 8.91% Add +7.3% 215,175 $28.0M
New Harbor Financial Group, LLC 4.45% New 188,643 $28.0M
Integrated Wealth Concepts LLC 0.18% Add +4.8% 188,377 $27.9M
Cornerstone Advisory, LLC 2.31% Add +2.5% 187,775 $27.8M
Evergreen Advisors, LLC 5.88% Add +1.8% 185,830 $27.6M
Callan Family Office, LLC 0.54% Add +13.6% 184,857 $27.4M
West Paces Advisors Inc. 4.59% Reduce -2.1% 184,651 $27.4M
D.A. Davidson & Co. 0.15% Reduce -4.8% 183,817 $27.3M
Financial Management Network Inc. 3.87% Reduce -2.0% 184,764 $27.0M
Simmons Bank 1.53% Reduce -4.5% 181,078 $26.9M
Smithfield Trust Co 1.07% Reduce -1.7% 180,676 $26.8M
Crewe Advisors LLC 1.94% Add +3.8% 180,397 $26.8M
Cambridge Capital Management, LLC 10.14% Add +0.7% 179,908 $26.7M
Bank of Nova Scotia 0.04% Reduce -0.3% 179,090 $26.6M
Avidian Wealth Enterprises, LLC 0.73% Add +2.1% 178,566 $26.5M
Valley Forge Investment Consultants Inc. Adv 6.82% Add +2.6% 178,556 $26.5M
Whitcomb & Hess, Inc. 5.70% Add +1.8% 177,798 $26.4M
New England Professional Planning Group Inc. 9.82% Add +0.1% 177,489 $26.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.34% Reduce -0.7% 176,843 $26.2M
EFG International AG 0.49% Reduce -2.3% 176,739 $26.2M
Summit Asset Management, LLC 3.34% Reduce -0.4% 175,893 $26.1M
Keener Financial Planning LLC 9.30% Add +2.3% 175,331 $26.0M
Fiera Capital Corp 0.09% Reduce -2.3% 173,774 $25.8M
Trust Co. of Vermont 0.96% — 172,840 $25.6M
Quadrant Capital Group LLC 0.70% Reduce -0.4% 172,610 $25.6M
ESL Trust Services, LLC 4.34% Add +0.2% 171,804 $25.5M
Weiss Asset Management LP 0.43% New 171,653 $25.5M
Southern Capital Advisors, LLC 10.59% Add +5.0% 170,944 $25.4M
Baron Silver Stevens Financial Advisors, LLC 3.21% Add +1.9% 170,780 $25.3M
Pure Financial Advisors, LLC 0.33% Reduce -0.5% 170,533 $25.3M
Lodestar Private Asset Management LLC 2.19% Add +5.8% 170,430 $25.3M
Fort Henry Capital, LLC 13.90% Reduce -1.8% 170,176 $25.2M
CJM Wealth Advisers, Ltd. 6.62% Reduce -2.8% 170,022 $25.2M
Yousif Capital Management, LLC 0.28% Add +11.2% 169,976 $25.2M
Crescent Grove Advisors, LLC 2.11% Reduce -1.4% 168,109 $24.9M
Fusion Family Wealth, LLC 1.65% Reduce -4.0% 167,000 $24.8M
Apollon Wealth Management, LLC 0.30% Reduce -1.6% 166,519 $24.7M
Evergreen Capital Management LLC 0.43% Add +0.7% 166,353 $24.7M
Twele Capital Management, Inc. 4.02% Reduce -4.4% 165,931 $24.6M
WASHINGTON TRUST Co 0.76% Reduce -1.6% 165,759 $24.6M
Park Avenue Securities LLC 0.15% Reduce -7.1% 164,400 $24.4M
Arkos Global Advisors 2.88% Add +10.0% 163,985 $24.3M
Navalign, LLC 5.66% Reduce -1.5% 163,755 $24.3M
Wealthcare Advisory Partners LLC 0.46% Add +11.2% 162,012 $24.0M
Baron Wealth Management LLC 6.22% Reduce -6.1% 161,676 $24.0M
Harbor Group, Inc. 2.81% Reduce -1.8% 161,309 $23.9M
Belpointe Asset Management LLC 0.78% Add +10.0% 160,590 $23.8M
Ameritas Advisory Services, LLC 0.48% Add +128.4% 160,052 $23.7M
Rwa Wealth Partners, LLC 0.23% Add +32.1% 158,942 $23.6M
Cary Street Partners Financial LLC 0.51% Add +1.2% 158,614 $23.5M
PKS Advisory Services, LLC 3.74% Reduce -1.0% 158,101 $23.4M
Federation des caisses Desjardins du Quebec 0.07% Add +89.7% 157,726 $23.4M
Wallington Asset Management, LLC 2.86% Reduce -0.4% 157,161 $23.3M
FSM Wealth Advisors, LLC 2.49% Add +2.8% 156,774 $23.3M
Financiere des Professionnels - Fonds d'investissement inc. 1.31% Add +27.5% 155,900 $23.1M
Ritter Daniher Financial Advisory LLC / DE 3.51% Reduce -0.5% 155,426 $23.1M
Goelzer Investment Management, Inc. 1.00% Reduce -3.7% 155,008 $23.0M
Chicago Partners Investment Group LLC 0.46% Add +0.6% 158,057 $22.9M
Victory Financial Group, LLC 2.40% Reduce -1.3% 154,150 $22.9M
Wilmington Savings Fund Society, FSB 0.51% Add +24.1% 154,133 $22.9M
Human Investing LLC 2.95% Add +1.8% 153,594 $22.8M
Wealthspire Retirement, LLC 1.23% Reduce -12.7% 153,299 $22.4M
Titleist Asset Management, LLC 1.51% Add +4.4% 150,833 $22.4M
Fortis Capital Advisors, LLC 2.50% Add +6.0% 149,636 $22.2M
Caliber Wealth Management, LLC / KS 2.14% Reduce -1.4% 149,234 $22.1M
Mullooly Asset Management, Inc. 6.79% Reduce -1.6% 148,841 $22.1M
BOK Financial Private Wealth, Inc. 1.12% Reduce -4.1% 147,821 $21.9M
Ancora Advisors LLC 0.42% Add +4.7% 147,673 $21.9M
Encompass Wealth Advisors, LLC 6.62% Reduce -1.1% 146,567 $21.7M
Pinnacle Wealth Management Advisory Group, LLC 1.29% Reduce -5.0% 146,097 $21.7M
Sapient Capital LLC 0.28% Add +15.1% 145,481 $21.6M
Heritage Investment Group, Inc. 2.90% Add +5.0% 145,479 $21.6M
NewEdge Wealth, LLC 0.22% Add +10.3% 145,460 $21.6M
Segall Bryant & Hamill, LLC 0.26% Reduce -3.8% 145,335 $21.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% Add +9.5% 144,071 $21.4M
MainStreet Investment Advisors LLC 2.91% Reduce -6.5% 143,922 $21.3M
Ironwood Wealth Management, Inc. 8.98% Reduce -5.5% 146,072 $21.2M
Waverly Advisors, LLC 0.12% Add +31.8% 141,447 $21.0M
Composition Wealth, LLC 0.25% Reduce -2.8% 141,289 $21.0M
Certuity, LLC 1.03% Add +14.0% 141,083 $20.9M
Fairway Wealth LLC 4.77% Reduce -0.3% 140,694 $20.9M
jvl associates llc 5.90% Reduce -1.4% 140,331 $20.8M
Summit Financial Wealth Advisors, LLC 2.62% Add +0.5% 138,274 $20.5M
Welch & Forbes LLC 0.25% Reduce -2.1% 138,219 $20.5M
Summit Financial, LLC 0.22% Add +4.7% 137,369 $20.4M
YHB Investment Advisors, Inc. 1.30% Reduce -0.2% 136,354 $20.2M
Mirae Asset Global Investments Co., Ltd. 0.04% No change 136,000 $20.2M
LGL Partners, LLC 7.35% Add +0.5% 135,548 $20.1M
Omega Financial Group, LLC 6.11% Add +1.5% 135,396 $20.1M
Capital Group Private Client Services, Inc. 0.28% Add +23.4% 135,031 $20.0M
Sigma Planning Corp 0.50% Reduce -22.5% 135,003 $20.0M
Prime Capital Investment Advisors, LLC 0.19% Add +0.2% 134,779 $20.0M
Panoramic Capital Partners, LLC 9.41% Add +4.4% 134,244 $19.9M
Ironwood Financial, llc 3.10% Add +1.6% 136,668 $19.8M
Money Concepts Capital Corp. 0.92% Reduce -0.6% 133,556 $19.8M
Burling Wealth Partners, LLC 2.88% Add +2.1% 132,558 $19.7M
Venture Visionary Partners LLC 0.55% Add +5.9% 132,480 $19.6M
Newton One Investments LLC 4.95% Reduce -2.7% 132,452 $19.6M
Hardy Reed LLC 1.26% Add +0.0% 132,425 $19.6M
Paradigm, Strategies in Wealth Management, LLC 11.84% Add +0.4% 131,057 $19.4M
Sunflower Bank, N.A. 4.64% Reduce -2.4% 130,919 $19.4M
Vicus Capital 1.25% Reduce -4.0% 130,718 $19.4M
Gotham Asset Management 0.04% Add +12.0% 130,430 $19.3M
Forvis Mazars Wealth Advisors, LLC 0.32% Reduce -1.8% 129,926 $19.3M
Quantinno Capital Management LP 0.02% Add +53.9% 129,361 $19.2M
CoreCap Advisors, LLC 0.56% Add +2.2% 128,668 $19.1M
Laurel Wealth Advisors LLC 1.85% Reduce -0.1% 128,641 $19.1M
State of Tennessee, Department of Treasury 0.06% No change 127,699 $18.9M
McKinley Carter Wealth Services, Inc. 0.98% Reduce -0.0% 127,386 $18.9M
Heck Capital Advisors, LLC 1.13% Reduce -1.4% 127,339 $18.9M
Royal Fund Management, LLC 1.57% New 126,760 $18.8M
Robertson Stephens Wealth Management, LLC 0.46% Reduce -8.3% 125,562 $18.6M
Bank of Stockton 5.18% Reduce -2.9% 124,554 $18.5M
Regal Investment Advisors LLC 0.96% Add +1.8% 124,445 $18.5M
Guidance Point Advisors, LLC 3.98% Reduce -1.6% 124,275 $18.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.39% Reduce -0.6% 123,081 $18.3M
Morris Financial Concepts, Inc. 5.59% Reduce -1.6% 122,915 $18.2M
Blue Square Asset Management, LLC 7.38% Add +1.2% 122,891 $18.2M
First Bank & Trust 2.68% Add +0.0% 122,888 $18.2M
Francis Financial, Inc. 2.98% Reduce -0.3% 122,631 $18.2M
Modern Wealth Management, LLC 0.22% Add +0.7% 122,413 $18.2M
Community Bank, N.A. 1.95% Add +7.1% 121,836 $18.1M
SCS Capital Management LLC 0.17% Reduce -5.1% 121,664 $18.0M
Bailard, Inc. 0.37% Reduce -0.1% 121,227 $18.0M
HCR Wealth Advisors 1.61% Reduce -6.4% 121,048 $18.0M
Balyasny Asset Management L.P. 0.03% Add +17.8% 121,022 $17.9M
Ritholtz Wealth Management 0.27% Reduce -9.7% 120,055 $17.8M
Sagespring Wealth Partners, LLC 0.27% Reduce -1.7% 119,182 $17.7M
CWS Financial Advisors, LLC 3.92% Reduce -18.4% 119,020 $17.7M
HORAN Wealth, LLC 2.20% Reduce -57.5% 118,870 $17.6M
Fidelis Capital Partners, LLC 1.01% Add +10.7% 118,675 $17.6M
Neumann Capital Management, LLC 11.63% Add +0.4% 118,530 $17.6M
O'shaughnessy Asset Management, LLC 0.08% Add +1.5% 117,826 $17.5M
Prudential PLC 0.12% New 117,650 $17.4M
KMG Fiduciary Partners, LLC 1.62% Reduce -7.9% 117,563 $17.4M
CCG Wealth Management, LLC 4.00% Add +6.8% 116,140 $17.2M
Investment Advisory Group, LLC 3.72% Add +1.0% 115,689 $17.2M
Transamerica Financial Advisors, LLC 1.45% Reduce -12.5% 115,578 $17.1M
Argent Trust Co 0.49% Add +0.4% 115,404 $17.1M
Nottingham Advisors, Inc. 2.03% Add +4.5% 116,780 $17.0M
Centerpoint Advisors, LLC 4.82% Add +0.3% 114,399 $17.0M
SouthState Bank Corp 0.71% Add +1.4% 114,357 $17.0M
Empowered Funds, LLC 0.09% Reduce -0.5% 114,334 $17.0M
Titan Global Capital Management USA LLC 2.14% Add +7.7% 114,064 $16.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.99% Add +0.8% 114,064 $16.9M
Melone Private Wealth, LLC 6.44% Reduce -1.0% 114,038 $16.9M
State of Alaska, Department of Revenue 0.17% Add +294.4% 114,016 $16.9M
Legal & General Group Plc 0.00% Reduce -41.7% 113,634 $16.9M
Harbour Investments, Inc. 0.23% Reduce -6.1% 113,426 $16.8M
Howe & Rusling Inc. 0.97% Add +13.9% 113,115 $16.8M
Norris Perne & French LLP 0.71% Reduce -0.9% 112,697 $16.7M
DAVENPORT & Co LLC 0.08% Add +2.4% 111,038 $16.5M
PACK Private Wealth, LLC 6.77% Reduce -0.7% 110,295 $16.4M
Marino, Stram & Associates LLC 2.59% Reduce -0.4% 109,652 $16.3M
OneDigital Investment Advisors LLC 0.14% Reduce -1.2% 108,941 $16.2M
IFP Advisors, Inc 0.29% Add +1.9% 108,901 $16.2M
Diversified Management Inc. 3.44% Add +9.6% 108,471 $16.1M
Beirne Wealth Consulting Services, LLC 3.19% Add +0.6% 108,001 $16.0M
Redhawk Wealth Advisors, Inc. 1.57% Add +183.1% 107,734 $16.0M
NorthCoast Asset Management LLC 0.35% Reduce -4.4% 107,494 $15.9M
GFS Advisors, LLC 1.70% Add +4.5% 155,764 $15.9M
Kestra Private Wealth Services, LLC 0.17% Reduce -2.3% 107,230 $15.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -43.9% 107,197 $15.9M
TCI Wealth Advisors, Inc. 0.68% Reduce -0.6% 106,618 $15.8M
NewSquare Capital LLC 1.17% Reduce -0.4% 106,366 $15.8M
Trek Financial, LLC 0.78% Add +120.6% 106,014 $15.7M
Towercrest Capital Management 2.18% Add +4.1% 105,624 $15.7M
Global Wealth Strategies & Associates 2.96% Add +11312.8% 105,340 $15.6M
IFG Advisory, LLC 0.55% New 104,814 $15.5M
IHT Wealth Management, LLC 0.33% Reduce -3.7% 104,596 $15.5M
Proffitt & Goodson Inc. 2.13% Reduce -0.6% 104,357 $15.5M
Peninsula Asset Management Inc. 7.40% Add +1.8% 104,297 $15.5M
Cranbrook Wealth Management, LLC 2.89% Reduce -2.9% 104,231 $15.5M
Harbor Advisory Corp. 4.11% Add +5.3% 103,673 $15.4M
Orion Porfolio Solutions, LLC 0.12% Reduce -69.4% 103,294 $15.3M
TD Waterhouse Canada Inc. 0.04% Reduce -1.2% 103,538 $15.3M
Iowa State Bank 2.54% Add +0.8% 102,368 $15.2M
TD Private Client Wealth LLC 0.28% Reduce -0.6% 102,219 $15.2M
Walkner Condon Financial Advisors LLC 1.74% Add +12.4% 102,092 $15.1M
Next Level Wealth Planning, LLC 6.65% Add +2.7% 101,896 $15.1M
Caldwell Trust Co 1.22% Add +3.8% 101,419 $15.0M
Summit Trail Advisors, LLC 0.19% Add +0.2% 101,397 $15.0M
Boyd Wealth Management, LLC 5.68% Add +149.2% 101,192 $15.0M
McGuire Investment Group, LLC 1.31% Add +0.9% 101,136 $15.0M
Palisade Capital Management, LP 0.72% Add +3.5% 100,992 $15.0M
Meridian Management Co. 3.35% Reduce -3.6% 100,644 $14.9M
Sageworth Trust Co 0.58% Reduce -0.3% 99,482 $14.8M
Nestegg Advisors, Inc. 10.43% Reduce -0.5% 99,424 $14.7M
Houlihan Financial Resource Group, Ltd. 5.24% Reduce -2.1% 99,184 $14.7M
Parallel Advisors, LLC 0.22% Add +8.4% 98,755 $14.6M
Camden National Bank 1.90% Add +2.6% 98,561 $14.6M
Crestwood Advisors Group, LLC 0.21% Reduce -5.3% 97,537 $14.5M
Schneider Downs Wealth Management Advisors, LP 1.36% Reduce -3.9% 97,291 $14.4M
Compound Planning, Inc. 0.38% Add +6.8% 97,283 $14.4M
Sprinkle Financial Consultants LLC 5.63% Add +0.0% 96,732 $14.3M
Tortoise Investment Management, LLC 1.06% Reduce -2.8% 96,204 $14.3M
Palisades Hudson Asset Management, L.P. 4.97% Add +0.0% 95,774 $14.2M
Bright Financial Advisors, Inc. 5.93% Add +2.9% 95,431 $14.2M
Sylvest Advisors, LLC 6.36% Add +0.2% 95,087 $14.1M
Fifth Third Securities, Inc. 0.80% Reduce -1.9% 94,088 $14.0M
Tectonic Advisors LLC 0.66% Add +6.5% 93,112 $13.8M
Buck Wealth Strategies, LLC 1.44% Add +12.6% 93,071 $13.8M
Capital Analysts, LLC 0.32% Add +0.8% 92,927 $13.8M
TFO Wealth Partners, LLC 1.49% Add +0.1% 92,452 $13.7M
eCIO, Inc. 3.82% Add +2.8% 91,747 $13.6M
Magnolia Wealth Management, LLC 7.10% Add +4.3% 91,403 $13.6M
JNBA Financial Advisors 1.03% Reduce -8.2% 91,345 $13.5M
Kure Advisory, LLC 6.42% Add +7.5% 91,325 $13.5M
Condor Capital Management 1.01% Reduce -1.6% 91,167 $13.5M
Salomon & Ludwin, LLC 1.11% Reduce -2.1% 91,530 $13.5M
Somnio Financial Group, LLC 7.98% Reduce -1.8% 90,870 $13.5M
Burns J W & Co. Inc. 1.39% Add +4.0% 90,166 $13.4M
HighMark Wealth Management LLC 4.47% Reduce -0.9% 89,888 $13.3M
SoundView Advisors Inc. 4.33% Add +0.7% 89,671 $13.3M
Bryant Woods Investment Advisors, LLC 3.68% Add +1.1% 89,277 $13.2M
TCTC Holdings, LLC 0.35% Reduce -0.8% 89,125 $13.2M
Operose Advisors LLC 2.54% Reduce -1.9% 88,580 $13.1M
LVW Advisors, LLC 1.12% Reduce -16.8% 87,766 $13.0M
First Horizon Corp. 0.50% Add +4.0% 87,694 $13.0M
Cannon Capital Management, Inc. 11.04% Add +9.3% 87,656 $13.0M
Pps&v Asset Management Consultants, Inc. 7.00% Add +2.8% 87,414 $13.0M
CFO4Life Group, LLC 1.73% Reduce -1.9% 86,515 $12.8M
Shulman DeMeo Asset Management LLC 2.40% Reduce -0.4% 86,405 $12.8M
Aptus Capital Advisors, LLC 0.09% Reduce -2.6% 86,247 $12.8M
Rossmore Private Capital 1.04% Add +2.3% 86,072 $12.8M
Tempo Wealth, LLC 1.88% Reduce -1.1% 85,779 $12.7M
Nordwand Advisors, LLC 1.93% Reduce -6.5% 84,702 $12.6M
Ellis Investment Partners, LLC 1.90% Add +1.2% 84,684 $12.6M
Canvas Wealth Advisors, LLC 1.74% Reduce -7.9% 84,031 $12.5M
Retirement Systems of Alabama 0.04% No change 83,667 $12.4M
Topel & Distasi Wealth Management, LLC 5.97% Reduce -5.6% 83,428 $12.4M
ProVise Management Group, LLC 0.83% Reduce -35.7% 83,416 $12.4M
Matrix Private Capital Group LLC 5.38% Add +2.6% 83,359 $12.4M
Evermay Wealth Management LLC 1.27% Reduce -8.4% 83,114 $12.3M
RFG Advisory, LLC 0.19% Add +0.9% 82,128 $12.2M
Apella Capital, LLC 0.17% Reduce -3.3% 83,762 $12.2M
Old National Bancorp 0.24% Reduce -1.3% 82,026 $12.2M
Texas Yale Capital Corp. 0.26% Reduce -0.2% 81,825 $12.1M
Choreo, LLC 0.13% Reduce -3.7% 81,763 $12.1M
Pettinga Financial Advisors LLC 1.94% Reduce -1.6% 81,434 $12.1M
Mgo One Seven LLC 0.20% Add +1.2% 81,382 $12.1M
Savvy Advisors, Inc. 0.26% Add +63.9% 81,327 $12.1M
XML Financial, LLC 0.88% Reduce -3.6% 81,300 $12.1M
4Thought Financial Group Inc. 5.64% Reduce -16.1% 80,910 $12.0M
Fiduciary Group, LLC 0.94% Reduce -3.5% 80,718 $12.0M
Convergence Financial, LLC 0.95% Add +108.6% 80,594 $12.0M
Wealth Care LLC 9.68% Reduce -0.8% 80,573 $11.9M
Burkett Financial Services, LLC 3.74% Reduce -2.0% 80,495 $11.9M
Equitable Trust Co. 0.50% Add +5.9% 80,449 $11.9M
Keel Point, LLC 0.70% Add +4.4% 79,845 $11.8M
First National Bank of Omaha 0.33% Add +6.4% 80,180 $11.8M
Jefferies Financial Group Inc. 0.11% Add +3293.3% 79,811 $11.8M
City National Bank of Florida 4.96% Add +36.4% 79,772 $11.8M
Ironwood Wealth Management, LLC. 2.61% Reduce -9.9% 79,511 $11.8M
Nations Financial Group Inc, /Ia/ 0.56% Reduce -12.3% 79,415 $11.8M
Uptown Financial Advisors LLC 8.63% Reduce -0.9% 79,404 $11.8M
Benjamin Edwards Inc. 0.11% Add +2.8% 79,189 $11.7M
Klingenstein Fields & Co. LP 0.41% Add +5.8% 79,102 $11.7M
Sax Wealth Advisors, LLC 0.48% Add +22.7% 93,964 $11.7M
Councilor Wealth, LLC 4.72% Reduce -0.9% 78,722 $11.7M
GHP Investment Advisors, Inc. 0.43% Reduce -0.6% 78,678 $11.7M
Exchange Traded Concepts, LLC 0.06% Reduce -22.4% 78,500 $11.6M
Florida Trust Wealth Management Co 0.29% Add +5.4% 78,298 $11.6M
Tarbox Family Office, Inc. 1.66% Reduce -0.9% 78,162 $11.6M
Common Fund for Nonprofit Organizations 1.06% Add +0.3% 78,096 $11.6M
Landmark Wealth Management, LLC 2.77% Reduce -1.0% 78,089 $11.6M
Smith Chas P & Associates Pa Cpas 0.59% Reduce -0.9% 77,849 $11.5M
Clifford Swan Investment Counsel LLC 0.37% Reduce -9.2% 77,729 $11.5M
Vectors Research Management, LLC 2.99% Add +18.2% 77,181 $11.4M
Prudential Financial Inc. 0.01% Reduce -69.7% 77,100 $11.4M
CENTRAL TRUST Co 0.21% Add +0.1% 76,731 $11.4M
Holland Advisory Services, Inc. 12.56% Reduce -3.4% 76,654 $11.4M
Asset Allocation Strategies LLC 1.73% Add +3.0% 75,839 $11.2M
Global Strategic Investment Solutions, LLC 1.01% Add +0.1% 75,769 $11.2M
Legacy Trust 1.98% Reduce -2.3% 75,604 $11.2M
Triangle Securities Wealth Management 2.22% Add +1.2% 75,467 $11.2M
Boston Research & Management Inc. 2.50% Reduce -0.6% 75,300 $11.2M
Outlook Wealth Advisors, LLC 2.40% Add +1.3% 74,930 $11.1M
First Citizens Bank & Trust Co. 0.17% Add +0.3% 74,692 $11.1M
Benchmark Financial Wealth Advisors, LLC 2.74% Add +0.7% 74,689 $11.1M
Twin Cities Retirement Group LLC 9.45% Reduce -2.8% 74,399 $11.0M
Marble Wealth, LLC 1.69% Add +4.0% 74,377 $11.0M
Sard Wealth Management Group, LLC 5.25% Add +3.2% 74,029 $11.0M
Flagstar Securities, Inc. 3.30% Reduce -4.2% 73,728 $10.9M
Global Wealth Management, LLC 5.53% Reduce -1.6% 73,269 $10.9M
Smithbridge Asset Management Inc. 1.48% Add +7.4% 73,148 $10.8M
Coastal Bridge Advisors, LLC 0.67% Add +0.6% 73,087 $10.8M
May Hill Capital, LLC 2.26% Add +1.8% 73,051 $10.8M
Williams Jones Wealth Management, LLC. 0.12% Add +1358.7% 72,845 $10.8M
Mascoma Wealth Management LLC 2.00% Add +0.9% 72,554 $10.8M
Rochester Wealth Strategies, LLC 5.94% Reduce -21.1% 72,390 $10.7M
North Berkeley Wealth Management, LLC 4.33% Add +4.4% 72,178 $10.7M
Arvest Bank Trust Division 0.52% Reduce -1.4% 72,146 $10.7M
FIL Ltd 0.01% No change 72,039 $10.7M
Embree Financial Group 1.07% Reduce -2.6% 72,024 $10.7M
Richwood Investment Advisors, LLC 7.50% Reduce -4.3% 71,913 $10.7M
Capital Investment Advisory Services, LLC 0.65% Add +10.9% 71,323 $10.6M
Tiaa Trust, National Association 0.62% Reduce -0.5% 71,093 $10.5M
Partnership Wealth Management, LLC 7.10% Add +0.8% 70,869 $10.5M
Accretive Wealth Partners, LLC 2.55% Add +13.5% 70,718 $10.5M
Waterway Wealth Management, LLC 2.13% Reduce -10.9% 84,355 $10.4M
Peak Financial Management, Inc. 2.39% Add +0.6% 70,239 $10.4M
Soltis Investment Advisors LLC 0.60% Reduce -0.9% 70,134 $10.4M
Selby Wealth Management, LLC 3.68% Reduce -4.4% 70,026 $10.4M
SkyOak Wealth, LLC 1.70% Add +2.2% 70,005 $10.4M
Naples Global Advisors, LLC 0.64% Add +0.7% 69,914 $10.4M
Richard W. Paul & Associates, LLC 3.17% Add +0.8% 69,807 $10.4M
Alley Investment Management Company, LLC 1.20% Reduce -1.1% 69,457 $10.3M
Matrix Asset Advisors Inc. 0.84% Add +2.2% 69,439 $10.3M
Sterling Investment Counsel, LLC 2.42% Add +1.4% 69,218 $10.3M
TMB Capital Partners, LLC 3.20% Reduce -0.7% 69,193 $10.3M
Riversedge Advisors, LLC 1.36% Add +3.0% 69,094 $10.2M
Citizens National Bank Trust Department 1.51% Reduce -0.5% 69,045 $10.2M
Sherman Asset Management, Inc. 7.89% Reduce 0.0% 68,563 $10.2M
Marietta Wealth Management, LLC 1.04% Reduce -2.6% 68,135 $10.1M
Montag A & Associates Inc. 0.42% Add +10.3% 67,583 $10.0M
Global Wealth Management Investment Advisory, Inc. 1.43% Add +5.6% 67,523 $10.0M
Hiley Hunt Wealth Management 3.93% Reduce -0.1% 67,098 $10.0M
Aristotle Capital Boston, LLC 0.67% Add +10.4% 66,854 $9.9M
KFA Private Wealth Group, LLC 2.38% Reduce -27.2% 66,619 $9.9M
Ellenbecker Investment Group 1.15% Reduce -1.9% 66,424 $9.9M
Nan Shan Life Insurance Co., Ltd. 0.31% New 66,250 $9.8M
TKG Advisors, LLC 3.40% Add +1.9% 65,947 $9.8M
MTC Wealth Management LLC 4.38% Reduce -2.3% 65,876 $9.8M
Pachira Investments Inc. 3.68% Reduce -3.9% 65,753 $9.8M
Keeler & Nadler Financial Planning & Wealth Management 2.76% Add +3.5% 65,616 $9.7M
Aspiriant, LLC 0.24% Add +1.5% 65,523 $9.7M
BostonPremier Wealth LLC 4.10% Add +3.1% 65,072 $9.7M
American Money Management, LLC 1.38% Reduce -2.6% 64,967 $9.6M
BNP Paribas Financial Markets 0.01% Reduce -5.0% 64,954 $9.6M
Flagship Harbor Advisors, LLC 0.36% Add +1.1% 63,837 $9.5M
HBK Sorce Advisory LLC 0.18% Reduce -1.4% 63,498 $9.5M
Drive Wealth Management, LLC 1.68% Add +0.8% 63,722 $9.5M
Hemming& Wealth Management, Inc. 5.73% Add +0.5% 63,435 $9.4M
Performa Ltd (US), LLC 1.51% Reduce -4.7% 63,258 $9.4M
Baldwin Wealth Partners LLC 0.61% Add +0.1% 63,227 $9.4M
Stephenson & Company, Inc. 4.39% Add +6.1% 63,165 $9.4M
St. Louis Trust Co 1.06% Reduce -1.0% 543,969 $9.3M
Madison Wealth Partners, Inc 1.18% Add +2.6% 62,525 $9.3M
Latko Wealth Management, Ltd. 3.93% Add +1.2% 62,362 $9.2M
Strategic Blueprint, LLC 0.46% Reduce -0.7% 62,361 $9.2M
Hilltop Holdings Inc. 0.75% Add +72.5% 61,938 $9.2M
TrustBank 3.11% Add +2.3% 61,713 $9.2M
Kingsview Wealth Management, LLC 0.11% Add +16.0% 61,697 $9.2M
HighPoint Advisor Group LLC 0.32% Reduce -3.5% 61,537 $9.1M
SlateStone Wealth, LLC 0.70% Add +3.6% 61,357 $9.1M
Alliance Private Wealth, LLC 3.14% Reduce -5.3% 60,995 $9.0M
Spire Wealth Management 0.27% Reduce -4.0% 60,979 $9.0M
Asio Capital, LLC 1.16% Reduce -3.4% 60,950 $9.0M
Counterweight Ventures, LLC 4.50% Reduce -1.2% 60,819 $9.0M
Dorsey & Whitney Trust CO LLC 0.44% Add +0.5% 60,698 $9.0M
IFS Advisors, LLC 4.31% Reduce -4.1% 60,687 $9.0M
AtlasMark Financial, Inc 4.42% Add +18.8% 60,562 $9.0M
Provident Wealth Management, LLC 2.31% Add +0.3% 60,535 $9.0M
HM Payson & Co. 0.12% Add +22.3% 60,434 $9.0M
Cumberland Advisors Inc. 3.16% Reduce -0.5% 60,420 $9.0M
LYNX Capital Group Ltd. 3.61% Add +8.1% 60,267 $8.9M
United Financial Planning Group LLC 4.54% Add +2.1% 60,191 $8.9M
WLTH Capital Management, LLC 5.69% Reduce -3.1% 59,863 $8.9M
White Pine Investment CO 1.89% Reduce -1.6% 59,794 $8.9M
Serenus Wealth Advisors, LLC 1.55% Add +0.2% 59,798 $8.9M
Prospera Financial Services Inc 0.13% Reduce -0.8% 59,221 $8.8M
Independent Financial Group, LLC 0.16% Add +7.0% 58,984 $8.7M
Atlas Legacy Advisors, LLC 1.29% Add +2.4% 58,894 $8.7M
Lynch & Associates 1.52% Reduce -3.3% 58,811 $8.7M
Wick Capital Partners, LLC 1.32% Add +37.9% 58,773 $8.7M
McAdam, LLC 0.34% Add +6.6% 58,747 $8.7M
Elwood & Goetz Wealth Advisory Group, LLC 1.29% Reduce -2.0% 58,719 $8.7M
Beese Fulmer Investment Management, Inc. 0.50% Reduce -0.8% 58,711 $8.7M
Telos Capital Management, Inc. 0.77% Add +0.7% 58,620 $8.7M
Galvin, Gaustad & Stein, LLC 0.65% Add +75.2% 58,550 $8.7M
Bell Investment Advisors, Inc 1.27% Reduce -1.1% 58,523 $8.7M
Hopwood Financial Services, Inc. 4.98% Add +0.4% 57,977 $8.6M
F/m Investments LLC 0.43% Reduce -3.2% 57,528 $8.5M
Shrier Wealth Management, LLC 2.90% Add +3.6% 57,433 $8.5M
Northside Capital Management, LLC 0.70% Reduce -0.2% 57,415 $8.5M
Brookstone Capital Management 0.09% Add +16.1% 57,408 $8.5M
Johnson Financial Group, Inc. 0.28% Add +1.4% 57,406 $8.5M
Mayflower Financial Advisors, LLC 0.73% Reduce -0.8% 57,328 $8.5M
Meridian Financial Advisors, LLC 4.08% Reduce -2.4% 57,316 $8.5M
First Foundation Advisors 0.30% Add +9.6% 57,062 $8.5M
Boltwood Capital Management 1.92% Reduce -0.6% 56,611 $8.4M
John Boyer, Inc. 7.25% Add +2.2% 56,354 $8.4M
Union Bancaire Privee, UBP SA 0.09% Reduce -32.8% 56,646 $8.3M
Alliance Wealth Management Group 1.62% Add +10.6% 56,092 $8.3M
Diversify Advisory Services, LLC 0.14% New 57,082 $8.3M
Diversify Wealth Management, LLC 0.14% Add +0.2% 57,082 $8.3M
Parthenon LLC 0.86% Reduce -0.3% 55,967 $8.3M
Allen Investment Management, LLC 0.10% Add +0.0% 55,889 $8.3M
New England Asset Management Inc. 0.99% Reduce -0.1% 55,885 $8.3M
Western Wealth Management, LLC 0.27% Add +19.5% 55,348 $8.2M
Townsend Financial Planning, LLC 7.15% Reduce -4.6% 55,330 $8.2M
J.W. Cole Advisors, Inc. 0.14% New 55,191 $8.2M
Northstar Advisory Group, LLC 2.53% Add +837.3% 54,963 $8.2M
Meridian Wealth Management, LLC 0.25% Reduce -6.1% 54,787 $8.1M
Moody National Bank Trust Division 0.67% No change 54,586 $8.1M
Ironsides Asset Advisors, LLC 1.89% Add +0.1% 54,424 $8.1M
Synergy Asset Management, LLC 0.76% Add +195.6% 54,392 $8.1M
Ameritas Investment Partners, Inc. 0.21% Add +7.1% 54,165 $8.0M
Muirfield Wealth Advisors LLC 5.24% Add +0.6% 54,087 $8.0M
Nikulski Financial, Inc. 1.73% Reduce -8.4% 53,920 $8.0M
Paragon Private Wealth Management, LLC 2.08% Reduce -2.6% 53,822 $8.0M
New World Advisors LLC 1.35% Add +1.4% 53,684 $8.0M
Schonfeld Strategic Advisors LLC 0.04% New 53,662 $8.0M
Sound Stewardship, LLC 3.27% Add +0.2% 53,475 $7.9M
Associated Banc-Corp 0.19% Reduce -5.6% 53,430 $7.9M
Pacific Financial Group Inc. 3.79% Reduce -1.7% 53,339 $7.9M
Palumbo Wealth Management LLC 1.64% Reduce -1.2% 52,724 $7.8M
Fortitude Family Office, LLC 1.52% Add +6.0% 52,673 $7.8M
Next Capital Management LLC 2.10% Add +5.5% 52,491 $7.8M
Csenge Advisory Group 0.32% Reduce -2.4% 52,470 $7.8M
Legacy Private Trust Co. 0.43% Reduce -4.5% 52,468 $7.8M
Nwam LLC 0.39% Add +4.8% 52,336 $7.8M
TBH Global Asset Management, LLC 1.41% Reduce -5.4% 52,059 $7.7M
Birchbrook, Inc. 3.62% Reduce -2.5% 51,969 $7.7M
Ballew Advisors, Inc 3.97% Reduce -0.8% 52,503 $7.7M
Strategic Financial Partners, Ltd. 2.88% Reduce -2.0% 51,548 $7.6M
Private Advisory Group LLC 0.42% Add +6.8% 51,303 $7.6M
G&S Capital LLC 2.20% Reduce -0.8% 51,198 $7.6M
Abundance Wealth Counselors 0.49% Add +57.6% 51,029 $7.6M
Qube Research & Technologies Ltd 0.01% Add +299.0% 50,729 $7.5M
Boston Family Office LLC 0.46% Reduce -1.7% 50,576 $7.5M
CBM Financial, LLC 4.46% Add +1.0% 51,351 $7.5M
City Holding Co. 0.85% Reduce -0.4% 50,489 $7.5M
Americana Partners, LLC 0.17% Add +5.7% 50,377 $7.5M
Coral Wealth Management, LLC 6.11% Add +63.8% 50,277 $7.5M
Citizens Business Bank 1.12% Reduce -3.0% 50,215 $7.4M
Enzi Wealth 2.35% Reduce -5.9% 51,007 $7.4M
SVB Wealth LLC 0.47% Reduce -3.0% 49,797 $7.4M
Sowell Financial Services LLC 0.24% Reduce -3.9% 49,770 $7.4M
Elevation Wealth Partners, LLC 2.21% Add +1.3% 49,644 $7.4M
Level Four Advisory Services, LLC 0.21% Add +17.8% 49,630 $7.4M
Cozad Asset Management Inc. 0.47% Reduce -1.7% 49,390 $7.3M
Stephens Inc. 0.08% Reduce -1.2% 49,238 $7.3M
Hills Bank & Trust Co 0.31% Reduce -1.5% 49,200 $7.3M
Garde Capital, Inc. 0.33% Reduce -2.3% 49,016 $7.3M
Bellwether Advisors, LLC 1.08% Add +4.3% 48,973 $7.3M
Campion Asset Management 4.43% Add +2.4% 48,930 $7.3M
Colonial Trust Advisors 0.50% Add +8.1% 48,794 $7.2M
Odyssey Group, LLC 1.96% — 48,784 $7.2M
Perspective Wealth Advisors LLC 3.98% Add +4.6% 48,743 $7.2M
Atria Investments, Inc 0.07% Reduce -33.0% 48,392 $7.2M
Certified Advisory Corp 0.58% Reduce -7.8% 48,339 $7.2M
Kanawha Capital Management LLC 0.47% Add +2.0% 48,267 $7.2M
Financial Solutions Advisory Group, Inc. 0.90% Reduce -0.8% 49,143 $7.1M
Columbus Macro, LLC 0.69% Add +1.1% 48,189 $7.1M
Enclave Advisors LLC 0.93% Add +15.7% 48,023 $7.1M
STAR Financial Bank 2.89% Add +12.8% 47,909 $7.1M
Lee Financial Co 0.91% Reduce -0.4% 47,787 $7.1M
Gateway Wealth Partners, LLC 0.42% Reduce -49.4% 47,766 $7.1M
Orin Green Financial, LLC 2.61% Reduce -0.2% 47,749 $7.1M
Graybill Wealth Management, LTD. 1.90% Reduce -0.5% 47,530 $7.0M
CFS Investment Advisory Services, LLC 0.47% Reduce -1.9% 47,896 $7.0M
Empower Advisory Group, LLC 0.02% Reduce -7.8% 47,293 $7.0M
Texas Capital Bank Wealth Management Services Inc 0.38% Reduce -14.2% 47,256 $7.0M
Betterment LLC 0.01% Add +0.3% 46,985 $7.0M
National Bank of Canada 0.01% Reduce -3.1% 46,933 $7.0M
FDx Advisors, Inc. 2.09% Reduce -4.4% 46,848 $6.9M
Romano Brothers and Company 0.70% Add +0.2% 46,796 $6.9M
Simplicity Wealth,LLC 0.23% Add +29.3% 46,759 $6.9M
Geneos Wealth Management Inc. 0.14% Reduce -16.2% 46,677 $6.9M
Bryn Mawr Trust Advisors, LLC 0.30% Add +4.3% 46,455 $6.9M
Arkansas Financial Group, Inc. 0.89% Reduce -4.5% 46,150 $6.8M
First National Bank of Hutchinson 3.75% Reduce -0.2% 46,038 $6.8M
Turtle Creek Wealth Advisors, LLC 0.36% Add +24.9% 45,888 $6.8M
CreativeOne Wealth, LLC 0.15% Reduce -3.5% 45,855 $6.8M
Cornerstone Wealth Group, LLC 0.40% Reduce -0.4% 45,766 $6.8M
Integras Partners LLC 3.73% Reduce -0.1% 45,583 $6.8M
KPP Advisory Services LLC 0.85% Add +0.2% 45,480 $6.7M
Hudson Capital Management LLC 1.68% Reduce -2.8% 45,464 $6.7M
Transcend Capital Advisors, LLC 0.46% Add +9.1% 45,421 $6.7M
Affiance Financial, LLC 0.97% Add +5.5% 45,380 $6.7M
Aspetuck Financial Management LLC 3.95% Add +0.2% 45,291 $6.7M
IMA Advisory Services, Inc. 0.42% Add +17.4% 45,189 $6.7M
Astoria Strategic Wealth, Inc. 1.53% Add +2.9% 45,174 $6.7M
Carnegie Investment Counsel 0.13% Reduce -2.7% 44,906 $6.7M
Noesis Capital Mangement Corp. 0.80% Reduce -10.6% 44,848 $6.7M
Coign Capital Advisors LLC 2.99% Reduce -2.6% 44,791 $6.6M
Sei Investments Co. 0.01% Add +42.0% 44,728 $6.6M
Evernest Financial Advisors, LLC 1.39% Reduce -7.4% 44,679 $6.6M
Montecito Bank & Trust 0.99% Reduce -8.1% 44,675 $6.6M
Wedmont Private Capital 0.18% Add +9.8% 45,473 $6.6M
Foundations Investment Advisors, LLC 0.07% Add +32.9% 44,549 $6.6M
MidAtlantic Capital Management, Inc. 4.09% Reduce -0.7% 44,389 $6.6M
CPC Advisors, LLC 0.88% Reduce -7.0% 44,179 $6.6M
Lynch Investment Planning, LLC 5.03% Add +13.5% 44,121 $6.5M
Global Trust Wealth Management LLC 4.50% Add +4.4% 44,014 $6.5M
Dakota Wealth Management 0.12% Add +0.3% 43,789 $6.5M
Middleton & Co. Inc. 0.69% Reduce -2.1% 43,739 $6.5M
Cantor Fitzgerald Investment Advisors L.P. 0.43% Reduce -2.0% 43,411 $6.4M
Independent Solutions Wealth Management, LLC 0.84% Reduce -1.8% 43,382 $6.4M
MSH Capital Advisors LLC 1.12% Reduce -1.0% 43,366 $6.4M
Lee, Kelleher & Klein Wealth Management 3.33% Add +3.2% 42,887 $6.4M
Madson Wealth Advisors Inc 4.32% Add +7.4% 42,805 $6.3M
Capital Advantage, Inc. 0.77% Reduce -2.1% 42,688 $6.3M
Afg Fiduciary Services Limited Partnership 4.97% Reduce -12.7% 43,098 $6.3M
Resolute Advisors LLC 1.51% Reduce -3.9% 42,481 $6.3M
Apollon Financial, LLC 0.75% Reduce -1.0% 42,452 $6.3M
Cibc World Market Inc. 0.01% Add +264.9% 42,397 $6.3M
Kovack Advisors, Inc. 0.30% Add +25.1% 42,230 $6.3M
Vista Investment Management 1.87% Reduce -1.2% 41,776 $6.2M
Pettyjohn, Wood & White, Inc. 0.90% Reduce -0.8% 41,738 $6.2M
ERn Financial, LLC 1.02% Add +0.6% 41,653 $6.2M
Anb Bank 2.30% Add +0.4% 41,638 $6.2M
Etesian Wealth Advisors, Inc. 1.82% Reduce -7.0% 41,603 $6.2M
Signature Estate & Investment Advisors LLC 0.11% Reduce -0.6% 41,565 $6.2M
Private Trust Co. NA 0.49% Reduce -3.9% 41,172 $6.1M
Palisade Asset Management, LLC 0.56% Add +1.5% 41,102 $6.1M
Lakeshore Financial Planning, Inc. 1.96% Add +1.4% 41,028 $6.1M
Cooke Wealth Management, LLC 4.97% Reduce -2.5% 40,910 $6.1M
SageView Advisory Group, LLC 0.20% Reduce -0.3% 40,903 $6.1M
Silvercrest Asset Management Group LLC 0.04% Add +26.8% 40,902 $6.1M
Silverlake Wealth Management LLC 1.16% Reduce -2.3% 40,827 $6.1M
Aft, Forsyth & Sober, LLC 1.89% No change 48,675 $6.1M
Centennial Bank 1.95% Add +2.1% 40,795 $6.1M
Wealth Enhancement Trust Services, Inc. 0.67% Reduce -2.2% 40,764 $6.0M
Macroview Investment Management LLC 3.76% Add +3.4% 40,760 $6.0M
Roehl & Yi Investment Advisors, LLC 1.99% Add +0.2% 40,687 $6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -45.7% 40,572 $6.0M
Greenfield Savings Bank 2.28% Reduce -0.4% 40,453 $6.0M
Wesbanco Bank Inc. 0.15% Reduce -3.3% 40,414 $6.0M
WCG Wealth Advisors LLC 0.14% Add +2.5% 40,129 $6.0M
Optima Capital LLC 2.35% Add +22.5% 40,112 $5.9M
MRP Capital Investments, LLC 4.39% Reduce -0.7% 40,110 $5.9M
Cape Ann Savings Bank 2.80% Reduce -5.8% 40,069 $5.9M
Wolff Wiese Magana LLC 2.73% Add +1.0% 39,990 $5.9M
Snowden Capital Advisors LLC 0.14% Reduce -24.1% 39,848 $5.9M
PKO Investment Management Joint-Stock Co 0.43% No change 39,786 $5.9M
Causey Wealth LLC 2.29% Add +3.8% 39,582 $5.9M
Wescott Financial Advisory Group, LLC 0.45% Reduce -1.3% 39,461 $5.9M
Legacy Financial Strategies, LLC 0.90% Reduce -3.8% 39,253 $5.8M
Lyell Wealth Management, LP 0.36% Add +9.8% 39,190 $5.8M
Burke & Herbert Bank & Trust Co. 1.44% Add +5.1% 39,054 $5.8M
Invenio Wealth Partners LLC 2.07% Add +2.1% 39,017 $5.8M
Verus Capital Partners, LLC 0.31% Reduce -0.2% 38,859 $5.8M
Smith Shellnut Wilson LLC 2.15% Add +8.6% 38,617 $5.7M
Planning Directions Inc. 2.65% Add +2.6% 38,614 $5.7M
Presper Financial Architects, LLC 2.98% Add +0.5% 38,557 $5.7M
Adirondack Capital Advisors, LLC 3.06% Add +3.1% 38,526 $5.7M
Per Stirling Capital Management, LLC. 0.54% Add +0.3% 38,301 $5.7M
Arrowroot Family Office, LLC 1.63% Add +4.0% 38,279 $5.7M
Amara Financial, Llc. 3.39% Add +6.2% 38,253 $5.7M
Glassy Mountain Advisors, Inc. 1.54% Reduce -2.0% 38,036 $5.6M
Pinnacle Wealth Planning Services, Inc. 0.54% Reduce -0.7% 37,937 $5.6M
Mather Group, Llc. 0.05% Reduce -5.5% 37,931 $5.6M
Moss Adams Wealth Advisors LLC 0.35% Reduce -17.7% 37,898 $5.6M
Sheets Smith Wealth Management 0.56% Reduce -2.1% 37,837 $5.6M
Journey Advisory Group, LLC 0.43% Reduce -8.4% 37,827 $5.6M
Biltmore Family Office, LLC 0.74% Reduce -7.6% 37,825 $5.6M
Avior Wealth Management, LLC 0.15% Reduce -8.0% 37,754 $5.6M
Copper Harbor Investment Advisors, LLC 1.18% — 37,671 $5.6M
Harmony Asset Management LLC 1.49% Add +17.2% 37,313 $5.5M
Sterling Investment Advisors LLC 2.48% Reduce -0.5% 37,238 $5.5M
Colonial Trust Co / SC 0.70% Add +1.8% 37,183 $5.5M
Bigelow Investment Advisors, LLC 1.99% Reduce -5.9% 37,133 $5.5M
Brighton Jones LLC 0.10% Add +2.8% 37,132 $5.5M
Clear Creek Financial Management, LLC 0.35% Add +5.9% 36,914 $5.5M
Transcendent Capital Group LLC 2.13% Reduce -1.1% 36,853 $5.5M
Lanark Financial, Inc. 0.37% Reduce -0.6% 36,776 $5.5M
Conquis Financial LLC 4.39% Reduce -1.2% 36,690 $5.4M
Donaldson Capital Management, LLC 0.16% Add +2.1% 36,629 $5.4M
Wedbush Securities Inc. 0.14% Add +0.3% 36,628 $5.4M
Plan Group Financial, LLC 1.12% Reduce -15.0% 36,475 $5.4M
Meeder Advisory Services, Inc. 0.20% Reduce -2.5% 36,468 $5.4M
Central Bank & Trust Co. 0.77% Reduce -2.8% 36,437 $5.4M
Mechanics Financial Corp 1.93% Reduce -6.2% 36,431 $5.4M
Wellspring Financial Advisors, LLC 0.35% Reduce -0.7% 364,420 $5.4M
National Philanthropic Trust 0.08% Add +1.4% 36,212 $5.4M
Harbor Investment Advisory, LLC 0.38% Add +3.7% 36,192 $5.4M
JHP Wealth Management, LLC 4.38% Add +35.5% 36,096 $5.4M
Winthrop Partners - WNY, LLC 2.64% Add +1.1% 36,055 $5.3M
Capital Planning LLC 1.55% Reduce -0.3% 36,005 $5.3M
Ally Financial Inc. 0.69% Reduce -55.0% 36,000 $5.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.48% No change 36,000 $5.3M
Heartwood Wealth Advisors LLC 0.41% Add +8.3% 35,921 $5.3M
Carl P. Sherr & Co., LLC 2.23% Reduce -2.1% 35,921 $5.3M
Capitol Family Office, Inc. 5.61% Reduce -27.6% 35,835 $5.3M
Summit Place Financial Advisors, LLC 2.31% Add +3.6% 35,536 $5.3M
Garrison Point Advisors, LLC 2.14% Add +0.9% 35,532 $5.3M
Cullen/Frost Bankers, Inc. 0.05% Add +4.4% 35,494 $5.3M
Mutual Advisors, LLC 0.10% Add +3.8% 35,469 $5.3M
Verde Capital Management 0.97% Reduce -8.6% 35,456 $5.3M
Lee Danner & Bass Inc. 0.30% Reduce -1.4% 35,413 $5.3M
BBR Partners, LLC 0.25% Add +1705.8% 35,412 $5.3M
Vickerman Investment Advisors, Inc. 1.02% Reduce -0.8% 35,408 $5.3M
Spinnaker Trust 0.25% Reduce -3.3% 35,324 $5.2M
Aureum Wealth Management, LLC 3.24% Add +4.2% 35,191 $5.2M
Old Mission Investment Co LLC 1.08% Add +0.6% 35,000 $5.2M
Park Capital Management, LLC / WI 3.05% Reduce -44.1% 34,962 $5.2M
Southeast Asset Advisors, LLC 0.53% Add +34.3% 34,949 $5.2M
Peoples Bank 2.66% Reduce -1.1% 34,931 $5.2M
Element Wealth, LLC 1.95% Reduce -4.9% 34,898 $5.2M
M3 Wealth Management, LLC 3.35% Add +14.1% 34,775 $5.2M
United Advisor Group, LLC 0.55% Add +4.1% 34,675 $5.1M
Toronto Dominion Bank 0.01% New 34,625 $5.1M
TritonPoint Partners, LLC 0.42% Add +518.6% 34,530 $5.1M
Advyzon Investment Management, LLC 0.37% Add +1.8% 34,448 $5.1M
Summit Wealth Partners, LLC 0.72% Add +3.8% 34,277 $5.1M
Quad-Cities Investment Group, LLC 1.82% Add +0.8% 34,107 $5.1M
Sage Mountain Advisors LLC 0.31% Add +1.8% 34,072 $5.1M
Greykasell Wealth Strategies, Inc. 1.83% Add +0.1% 33,924 $5.0M
Nepc LLC 0.09% Add +0.3% 33,886 $5.0M
Post Resch Tallon Group Inc. 3.47% Reduce -0.9% 33,841 $5.0M
Visionary Wealth Advisors 0.20% Add +11.8% 33,825 $5.0M
Evercore Wealth Management, LLC 0.07% Reduce -0.8% 33,677 $5.0M
LaSalle St. Investment Advisors, LLC 0.61% Add +1.5% 33,440 $5.0M
St Germain D J Co. Inc. 0.18% Reduce -4.1% 33,380 $5.0M
Ocean Park Asset Management, LLC 0.24% Add +571.0% 33,328 $4.9M
Hubbell Strickland Wealth Management, LLC 1.78% Add +3.6% 33,251 $4.9M
Silver Oak Securities, Incorporated 0.30% Add +5.2% 33,235 $4.9M
Heron Bay Capital Management 0.45% Add +195.0% 33,225 $4.9M
Granite FO LLC 2.60% Add +2.0% 33,210 $4.9M
United Bank 1.50% Add +0.1% 33,166 $4.9M
Focus Financial Network, Inc. 0.15% Add +0.3% 33,114 $4.9M
Bay Capital Advisors, LLC 2.63% Add +1.0% 33,065 $4.9M
Syntax Research, Inc. 3.58% Add +1.8% 32,925 $4.9M
Verus Wealth Management, LLC 4.02% Add +6.5% 32,886 $4.9M
Kagan Cocozza Asset Management 3.05% Add +8.4% 32,831 $4.9M
Birch Financial Group, LLC 2.50% Add +34.2% 32,772 $4.9M
Magnolia Capital Management Ltd. 3.35% Reduce -12.5% 32,764 $4.9M
PFG Private Wealth Management, LLC 2.10% Reduce -13.1% 32,757 $4.9M
WealthCare Investment Partners, LLC 1.18% Add +4.6% 32,655 $4.8M
Canopy Partners, LLC 1.46% Reduce -1.5% 32,624 $4.8M
Elyxium Wealth, LLC 0.51% Reduce -1.5% 32,615 $4.8M
Rothschild Wealth LLC 0.39% Reduce -3.3% 32,600 $4.8M
Hi-Line Capital Management, LLC 1.36% Add +6.6% 32,580 $4.8M
MJT & Associates Financial Advisory Group, Inc. 3.19% Reduce -1.6% 32,517 $4.8M
Endowment Wealth Management, Inc. 1.86% Add +5.7% 32,391 $4.8M
Jeter Robert S II 4.60% Add +1.6% 32,997 $4.8M
Stone Summit Wealth LLC 1.22% Reduce -0.7% 32,352 $4.8M
SG Americas Securities, LLC 0.00% Add +262.9% 32,327 $4.8M
Parsons Capital Management Inc. 0.22% Add +1.2% 32,322 $4.8M
WBH Advisory Inc. 0.32% Reduce -2.5% 32,063 $4.8M
AMG National Trust Bank 0.10% Reduce -11.5% 31,953 $4.7M
Premier Path Wealth Partners, LLC 0.54% Reduce -30.8% 31,943 $4.7M
Magnolia Capital Advisors LLC 0.81% Add +1.1% 31,789 $4.7M
Koesten, Hirschmann & Crabtree, INC. 1.96% Reduce -1.1% 31,771 $4.7M
Adirondack Trust Co. 1.40% Reduce -1.2% 31,686 $4.7M
Heritage Investors Management Corp. 0.13% Add +3.0% 31,652 $4.7M
Providence Capital Advisors, LLC 0.71% Add +4.3% 31,619 $4.7M
NTV Asset Management LLC 0.46% Reduce -0.0% 31,536 $4.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.50% Reduce -1.9% 32,020 $4.7M
Madison Park Capital Advisors, LLC 3.32% Add +48.6% 56,147 $4.7M
Great Valley Advisor Group, Inc. 0.07% Add +4.3% 31,350 $4.6M
Madden Advisory Services, Inc. 1.66% Reduce -2.4% 31,306 $4.6M
Corundum Trust Company, INC 12.39% Reduce -0.7% 31,295 $4.6M
Juncture Wealth Strategies, LLC 1.21% Add +1075.5% 31,291 $4.6M
Canal Capital Management, LLC 0.56% Reduce -3.6% 31,057 $4.6M
Fluent Financial, LLC 1.64% Add +0.6% 31,013 $4.6M
Signaturefd, LLC 0.06% Add +6.5% 30,963 $4.6M
Waldron Private Wealth LLC 0.16% Reduce -9.5% 30,942 $4.6M
Vise Technologies, Inc. 0.05% Add +104.3% 30,830 $4.6M
Centaurus Financial, Inc. 0.18% Add +1.8% 30,799 $4.6M
Variant Private Wealth, LLC 5.13% Reduce -1.4% 30,744 $4.6M
Tritonpoint Wealth, LLC 0.45% Reduce -2.1% 30,728 $4.6M
Zacks Investment Management 0.03% Add +29.8% 30,647 $4.5M
Midwest Financial Group LLC 1.59% Add +1.3% 30,580 $4.5M
Eley Financial Management, Inc 1.47% Add +0.4% 30,574 $4.5M
Vericrest Private Wealth 4.02% Reduce -10.2% 30,499 $4.5M
Kingswood Wealth Advisors, LLC 0.18% Add +0.8% 30,365 $4.5M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -0.1% 30,195 $4.5M
Elm Partners Management LLC 0.16% Add +32.9% 29,913 $4.4M
Trustmark Bank Trust Department 0.26% Add +4.1% 29,882 $4.4M
Baron Financial Group, LLC 2.11% Reduce -2.7% 29,855 $4.4M
Bristlecone Value Partners, LLC 3.56% Add +0.4% 29,802 $4.4M
First Western Trust Bank 0.21% Reduce -2.2% 29,712 $4.4M
1015 Capital Partners, LLC 3.68% No change 29,628 $4.4M
AE Wealth Management LLC 0.02% Reduce -7.5% 29,580 $4.4M
Vanguard National Trust Co 0.24% Add +1.1% 29,425 $4.4M
Patriot Financial Group Insurance Agency, LLC 0.45% Reduce -49.0% 29,326 $4.3M
Retirement Planning Group, LLC 0.11% Reduce -8.1% 29,194 $4.3M
ASL Financial, LLC 3.05% Reduce -0.3% 29,161 $4.3M
FAS Wealth Partners, Inc. 0.22% Reduce -1.1% 29,061 $4.3M
Caprock Group, LLC 0.08% Add +57.3% 29,045 $4.3M
Perennial Investment Advisors, LLC 0.29% Add +1.6% 28,982 $4.3M
Asset Management Group, Inc. 0.63% Add +0.3% 28,968 $4.3M
YANKCOM Partnership 1.53% Add +2.1% 28,841 $4.3M
Leavell Investment Management, Inc. 0.16% Reduce -7.8% 28,811 $4.3M
Greenup Street Wealth Management LLC 0.52% Reduce -21.4% 28,806 $4.3M
Forte Asset Management LLC 1.75% Add +1.0% 28,786 $4.3M
Obsidian Cio, LLC 3.16% Reduce -5.9% 28,667 $4.3M
Delta Wealth Advisors LLC 3.03% Reduce -4.8% 28,612 $4.2M
Gryphon Financial Partners LLC 0.38% Add +4.0% 28,540 $4.2M
Well Done, LLC 0.57% Reduce -0.0% 28,457 $4.2M
Beaumont Financial Advisors, LLC 0.27% Reduce -0.1% 28,414 $4.2M
CoreFirst Bank & Trust 2.09% Add +1.3% 28,403 $4.2M
Windsor Capital Management, LLC 1.09% Reduce -5.1% 28,391 $4.2M
Destiny Capital Corp 1.95% Add +1.2% 28,338 $4.2M
Integrated Advisors Network LLC 0.19% Reduce -0.3% 28,240 $4.2M
Trust Point Inc. 0.36% Add +1.0% 28,225 $4.2M
Breakwater Capital Group 0.50% Add +1.9% 28,193 $4.2M
Dunhill Financial, LLC 0.85% Reduce -1.1% 28,156 $4.2M
Indivisible Partners 0.23% Add +80.6% 28,030 $4.2M
Intrua Financial, LLC 0.39% Add +53.8% 27,914 $4.1M
Jacobi Capital Management LLC 0.20% Add +0.5% 27,824 $4.1M
Physician Wealth Advisors, Inc. 0.49% Reduce -4.1% 27,773 $4.1M
GAMMA Investing LLC 0.15% Add +5.7% 27,745 $4.1M
Neuberger Berman Group LLC 0.00% Add +39.6% 27,617 $4.1M
JMG Financial Group, Ltd. 0.10% Add +1.0% 27,568 $4.1M
Alpha Financial Partners LLC 2.15% Reduce -12.2% 27,540 $4.1M
Illinois Municipal Retirement Fund 0.05% Add +37.5% 27,500 $4.1M
Annex Advisory Services, LLC 0.07% Add +0.1% 27,444 $4.1M
Verdence Capital Advisors LLC 0.21% Add +1.1% 27,360 $4.1M
GW&K Investment Management, LLC 0.03% Add +14.7% 27,281 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -10.9% 27,185 $4.0M
Trust Co. of Toledo NA 0.34% Reduce -1.6% 27,164 $4.0M
Westmount Partners, LLC 0.89% Add +3.2% 27,146 $4.0M
Ewa, LLC 0.73% Add +0.2% 27,107 $4.0M
Aft, Forsyth & Company, Inc. 1.93% Reduce -4.3% 27,085 $4.0M
First Hawaiian Bank 0.51% Reduce -8.1% 26,968 $4.0M
Wiser Wealth Management, Inc 0.76% Reduce -1.6% 26,953 $4.0M
Tilson Financial Group, Inc. 1.10% Reduce -0.5% 26,881 $4.0M
1900 Wealth Management LLC 0.22% Reduce -52.8% 26,847 $4.0M
Adkins Seale Capital Management LLC 3.52% Reduce -0.6% 26,694 $4.0M
Okabena Investment Services Inc. 0.71% Reduce -6.5% 26,641 $4.0M
Gallagher Capital Advisors, LLC 2.27% Reduce -1.4% 26,635 $4.0M
Diversified Trust Co. 0.06% Add +5.5% 26,605 $3.9M
HUB Investment Partners, LLC 0.07% Reduce -3.5% 26,477 $3.9M
Steigerwald, Gordon & Koch Inc. 0.39% Reduce -1.3% 26,364 $3.9M
Fiduciary Financial Advisors 0.40% Add +1496.2% 26,338 $3.9M
Vawter Financial, Ltd. 1.47% Reduce -0.6% 26,276 $3.9M
Godfrey Financial Associates, Inc. 2.98% Add +0.8% 26,233 $3.9M
Balanced Wealth Group LLC 1.23% Reduce -7.3% 26,192 $3.9M
Park Place Capital Corp 0.61% Reduce -0.0% 26,088 $3.9M
True North Advisors, LLC 0.37% Add +3.8% 26,006 $3.9M
Koshinski Asset Management, Inc. 0.20% Reduce -3.2% 25,757 $3.8M
TPG Advisors LLC 2.09% Add +2.2% 25,713 $3.8M
DBK Financial Counsel, LLC 3.20% Reduce -8.2% 25,701 $3.8M
Cornerstone Wealth Management, LLC 0.16% Reduce -1.0% 25,619 $3.8M
Newman Dignan & Sheerar, Inc. 0.73% Reduce -1.2% 25,563 $3.8M
Essex Financial Services, Inc. 0.19% Add +1.9% 25,433 $3.8M
Vigilare Wealth Management 1.16% Add +449.5% 25,413 $3.8M
Mechanics Bank Trust Department 0.46% Add +12.6% 25,242 $3.7M
Laurel Oak Wealth Management, LLC 0.54% Reduce -4.6% 25,202 $3.7M
Westside Investment Management, Inc. 0.49% Add +0.6% 25,201 $3.7M
Diversified Portfolios, Inc. 0.27% Reduce -4.2% 25,174 $3.7M
CVA Family Office, LLC 0.34% Reduce -0.1% 25,061 $3.7M
Hicks Capital Management LLC 3.04% Add +1.9% 24,981 $3.7M
Shepherd Kaplan Krochuk, LLC 2.93% Reduce -1.4% 24,905 $3.7M
FourThought Financial Partners, LLC 0.28% Reduce -1.2% 24,856 $3.7M
Curat Global, LLC 3.01% Reduce -42.4% 25,727 $3.7M
Union Savings Bank 1.48% Add +1.1% 24,817 $3.7M
PCA Investment Advisory Services Inc. 1.02% Add +1.0% 24,515 $3.7M
Flputnam Investment Management Co. 0.04% Add +1.9% 24,642 $3.6M
Shufro Rose & Co. LLC 0.21% Reduce -1.5% 24,519 $3.6M
Pennsylvania Capital Management Inc. 0.92% Reduce -1.3% 24,464 $3.6M
Wealthquest Corp 0.23% Reduce -0.4% 24,361 $3.6M
Golden State Wealth Management, LLC 0.33% Reduce -6.9% 24,355 $3.6M
Mutual of America Capital Management LLC 0.04% Add +14.2% 24,309 $3.6M
Armbruster Capital Management, Inc. 0.54% No change 24,238 $3.6M
United Community Bank 1.11% Add +2.9% 24,222 $3.6M
Bradley Foster & Sargent Inc. 0.05% Add +32.6% 24,204 $3.6M
Municipal Employees' Retirement System of Michigan 0.04% No change 24,129 $3.6M
Independent Family Office, LLC 1.44% Add +6.4% 24,096 $3.6M
Phillips Financial Management, LLC 0.26% Reduce -16.7% 24,010 $3.6M
Montis Financial, LLC 0.73% Reduce -0.6% 23,940 $3.6M
Larch Capital Partners LLC 0.51% Add +0.0% 23,936 $3.5M
Viewpoint Capital Management LLC 1.81% Reduce -15.5% 23,899 $3.5M
Atticus Wealth Management, LLC 0.84% Reduce -7.2% 23,889 $3.5M
Keystone Financial Group 0.21% Reduce -0.1% 23,852 $3.5M
Boyd Watterson Asset Management LLC 0.95% No change 23,850 $3.5M
Samalin Investment Counsel, LLC 1.14% Reduce -0.6% 23,808 $3.5M
Bluestem Financial Advisors, LLC 1.23% Add +0.5% 23,721 $3.5M
Precision Wealth Strategies, LLC 1.06% Reduce -4.9% 23,719 $3.5M
LOM Asset Management Ltd 0.91% Add +17.2% 23,703 $3.5M
Allstate Corp. 0.04% Reduce -83.3% 23,697 $3.5M
Mullaney, Keating & Wright, Inc. 1.68% Reduce -0.4% 23,459 $3.5M
49 Wealth Management, LLC 0.66% Add +1169.1% 23,403 $3.5M
Alongside, LLC 0.66% — 23,403 $3.5M
American National Bank & Trust 0.30% Reduce -0.3% 23,372 $3.5M
Intrinsic Value Partners, LLC 2.35% Add +8.9% 23,216 $3.4M
New Hampshire Trust 0.65% Reduce -3.2% 23,125 $3.4M
Black Diamond Financial, LLC 0.30% Add +2.3% 23,107 $3.4M
Midwest Professional Planners, LTD. 0.67% Add +0.4% 23,051 $3.4M
Bronte Capital Management Pty Ltd. 0.38% New 23,004 $3.4M
QRG Capital Management, Inc. 0.03% Add +32.6% 22,990 $3.4M
Tiemann Investment Advisors, LLC 1.23% Reduce -1.1% 22,973 $3.4M
Keebeck Wealth Management 0.33% No change 22,968 $3.4M
Journey Beyond Wealth, LLC 2.66% Reduce -7.2% 22,948 $3.4M
SOA Wealth Advisors, LLC. 0.57% Reduce -8.7% 22,895 $3.4M
NerdWallet Wealth Partners, LLC 1.17% Add +41.3% 22,810 $3.4M
Woodside Wealth Management LLC 2.35% Add +1.5% 22,741 $3.4M
Inspire Advisors, LLC 0.23% Add +16.2% 22,679 $3.4M
AdvisorShares Investments LLC 0.40% New 22,600 $3.4M
Tradition Wealth Management, LLC 0.20% Reduce -0.4% 22,594 $3.4M
CM Wealth Advisors LLC 0.60% Add +0.5% 22,559 $3.3M
Greenwich Wealth Management LLC 0.12% Add +0.0% 22,539 $3.3M
TopTier Wealth Management, LLC 2.01% Add +4.1% 22,479 $3.3M
Greenwood Capital Associates LLC 0.33% Reduce -8.6% 22,475 $3.3M
Arete Wealth Advisors, LLC 0.22% Reduce -4.7% 22,412 $3.3M
Astra Wealth Partners LLC 1.85% Add +1.2% 22,384 $3.3M
Rialto Wealth Management, LLC 0.66% No change 22,362 $3.3M
ETF Portfolio Partners, Inc. 0.79% Reduce -9.3% 22,340 $3.3M
RVW Wealth, LLC 0.22% Reduce -0.5% 22,209 $3.3M
Capital Squared Financial LLC 2.15% Reduce -0.4% 22,156 $3.3M
Innovative Wealth Building LLC 1.91% Add +0.2% 22,137 $3.3M
VeraBank, N.A. 0.54% Reduce -1.4% 22,118 $3.3M
Glen Eagle Advisors, LLC 0.41% Reduce -3.2% 21,975 $3.3M
Bison Wealth, LLC 0.30% Add +34.8% 22,174 $3.3M
Wealth Management Partners, LLC 0.77% Add +0.5% 21,934 $3.3M
Quotient Wealth Partners, LLC 0.08% Reduce -2.5% 21,870 $3.2M
BridgePort Financial Solutions, LLC 0.83% Add +1.1% 21,857 $3.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.4% 21,948 $3.2M
Quest 10 Wealth Builders, Inc. 2.51% Add +0.6% 21,755 $3.2M
Culbertson A N & Co. Inc. 0.38% Reduce -0.3% 21,741 $3.2M
Laird Norton Wetherby Trust Company, LLC 0.06% Add +34.1% 21,659 $3.2M
Joel Isaacson & Co., LLC 0.09% Add +5.0% 21,658 $3.2M
Pinnacle Bancorp, Inc. 0.83% Add +3.6% 21,644 $3.2M
Strive Financial Group ,LLC 1.39% Reduce -4.0% 21,644 $3.2M
Cahill Financial Advisors Inc. 0.31% Reduce -2.1% 21,633 $3.2M
Family Office Research LLC 1.20% Reduce -0.5% 21,623 $3.2M
Blue Edge Capital, LLC 0.38% Add +255.6% 21,557 $3.2M
Dynamic Advisor Solutions LLC 0.09% Reduce -0.9% 21,491 $3.2M
Emergent Wealth Advisors, LLC 1.65% Reduce -0.6% 21,396 $3.2M
McGlone Suttner Wealth Management, Inc. 0.37% Add +0.2% 21,423 $3.2M
David J Yvars Group 1.56% Add +5.2% 21,393 $3.2M
Peterson Wealth Advisors, LLC 0.37% Add +4.3% 21,252 $3.2M
Novak & Powell Financial Services, Inc. 1.48% Add +3.8% 21,206 $3.1M
Ames National Corp. 1.73% Add +0.0% 21,151 $3.1M
Invera Wealth Advisors, LLC 1.68% Add +10.1% 21,143 $3.1M
Evanson Financial, LLC 0.15% — 21,056 $3.1M
TruNorth Capital Management, LLC 0.50% Reduce -0.1% 21,033 $3.1M
EverSource Wealth Advisors, LLC 0.10% Add +104.1% 20,962 $3.1M
Plancorp, LLC 0.08% Add +16.2% 21,346 $3.1M
Chevy Chase Trust Holdings, LLC 0.01% Add +0.5% 20,777 $3.1M
RiverGlades Family Offices LLC 1.41% Add +1.9% 20,749 $3.1M
Lewis Asset Management, LLC 1.08% Add +1.0% 20,716 $3.1M
Arvest Investments, Inc. 0.37% Reduce -2.3% 20,696 $3.1M
Sentinel Wealth Management, Inc. 2.14% Add +2.9% 20,517 $3.0M
Thoroughbred Financial Services, LLC 0.15% Reduce -1.1% 20,488 $3.0M
Novem Group 0.31% Reduce -0.5% 20,482 $3.0M
Valley National Advisers Inc. 0.34% Reduce -8.6% 20,462 $3.0M
LCW Services, LLC 1.32% Reduce -0.8% 20,455 $3.0M
Cornerstone Advisors Asset Management, LLC 0.40% Reduce -7.3% 20,451 $3.0M
Narwhal Capital Management 0.21% No change 20,450 $3.0M
Dana Investment Advisors, Inc. 0.08% Reduce -1.8% 20,448 $3.0M
Mann Financial Group, Inc. 2.53% Add +2.2% 20,367 $3.0M
GC Wealth Management RIA, LLC 0.17% Add +10.0% 20,303 $3.0M
Busey Bank 0.07% Reduce -2.8% 20,299 $3.0M
Pines Wealth Management, LLC 0.87% Add +0.9% 20,277 $3.0M
Davis R M Inc. 0.05% Add +1.3% 20,131 $3.0M
Seeds Investor LLC 0.31% Add +9.4% 20,119 $3.0M
Twin Focus Capital Partners, LLC 0.30% Add +0.0% 20,090 $3.0M
Mine & Arao Wealth Creation & Management, LLC. 1.07% Add +0.8% 19,979 $3.0M
Argyle Capital Partners, LLC 1.86% Reduce -4.3% 19,953 $3.0M
Financial Counselors Inc. 4.07% Reduce -7.9% 19,933 $3.0M
Agf Management Ltd. 0.01% Reduce -0.6% 19,915 $3.0M
Atwater Malick LLC 0.64% Add +276.1% 19,829 $2.9M
Aspect Partners, LLC 1.10% Reduce -68.3% 19,826 $2.9M
PFG Advisors 0.15% Reduce -8.7% 19,792 $2.9M
Fort Point Capital Partners LLC 0.31% Add +1.9% 19,737 $2.9M
BXM Wealth LLC 1.59% Add +3.0% 19,685 $2.9M
CRA Financial Services, LLC 0.34% Reduce -4.7% 19,623 $2.9M
Eq LLC 0.71% Reduce -54.7% 19,582 $2.9M
Ascent Group, LLC 0.09% Add +0.4% 19,533 $2.9M
Crusonia Wealth Advisors LLC 0.48% Add +89.1% 19,511 $2.9M
Gerald Baker Financial Group LLC 0.82% Reduce -1.1% 19,421 $2.9M
Ewing Morris & Co. Investment Partners Ltd. 1.51% New 19,400 $2.9M
Aua Capital Management, LLC 1.33% No change 19,397 $2.9M
Harbour Capital Advisors, LLC 0.52% Add +1.9% 19,729 $2.9M
Tranquility Partners, LLC 0.98% Add +0.5% 19,280 $2.9M
Marin Bay Wealth Advisors, LLC 1.53% Reduce -5.5% 19,180 $2.8M
One Capital Management, LLC 0.08% No change 22,838 $2.8M
UNIVEST FINANCIAL Corp 0.14% Reduce -11.3% 19,076 $2.8M
Absolute Capital Management, LLC 0.70% Reduce -4.7% 19,048 $2.8M
Staley Capital Advisers Inc. 0.11% No change 18,991 $2.8M
Balentine LLC 0.10% No change 18,889 $2.8M
Flavin Financial Services, Inc. 1.59% Reduce -1.1% 18,860 $2.8M
Smartleaf Asset Management LLC 0.09% No change 18,729 $2.8M
Missouri Trust & Investment Co 0.75% Add +0.5% 18,968 $2.8M
Narus Financial Partners, LLC 0.71% Add +1.4% 18,532 $2.7M
Accurate Wealth Management, LLC 0.26% Add +8.6% 18,694 $2.7M
Cornell Pochily Investment Advisors, Inc. 0.73% Reduce -1.0% 18,338 $2.7M
Affinity Capital Advisors, LLC 0.34% Add +0.0% 18,485 $2.7M
Owl Creek Wealth Partners LLC 0.79% Add +0.5% 18,290 $2.7M
Lionsbridge Wealth Management LLC 2.65% Reduce -4.9% 18,222 $2.7M
Roberts Wealth Advisors, LLC 0.61% Reduce -7.2% 18,197 $2.7M
St. Clair Advisors, LLC 0.69% Reduce -0.9% 18,162 $2.7M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -46.9% 18,273 $2.7M
South Plains Financial, Inc. 1.44% Add +2.7% 18,131 $2.7M
Ullmann Wealth Partners Group, LLC 0.24% Reduce -3.7% 18,087 $2.7M
Fulton Bank, N.A. 0.08% Add +2.0% 18,049 $2.7M
Sage Financial Management Group, Inc. 0.73% Reduce -0.7% 18,034 $2.7M
Core Wealth Advisors, Inc. 0.54% Reduce -2.3% 17,970 $2.7M
World Equity Group, Inc. 0.59% Reduce -3.2% 17,913 $2.7M
Russell Investments Group, Ltd. 0.00% Reduce -3.4% 17,906 $2.7M
Arcadia Investment Advisors LLC 1.12% Add +37.3% 17,898 $2.7M
Eastern Bank 0.04% Reduce -1.5% 17,844 $2.6M
Franklin, Parlapiano, Turner & Welch, LLC 0.60% Reduce -2.3% 17,801 $2.6M
Stratos Wealth Advisors, LLC 0.14% Add +7.8% 17,717 $2.6M
Legacies Wealth LLC 1.44% Reduce -0.1% 17,686 $2.6M
Sunbeam Capital Management, LLC 1.20% Add +56.6% 17,664 $2.6M
Revolve Wealth Partners, LLC 0.27% Reduce -1.1% 17,635 $2.6M
Zhang Financial LLC 0.08% Add +0.4% 17,553 $2.6M
SBI Securities Co., Ltd. 0.06% Reduce -0.9% 17,537 $2.6M
Intergy Private Wealth, LLC 0.60% Add +19.1% 17,490 $2.6M
Cambridge Advisors Inc. 0.45% Add +14.7% 17,487 $2.6M
MidFirst Bank 0.18% Add +14.2% 17,481 $2.6M
Bernicke Wealth Management, Ltd. 0.30% No change 17,409 $2.6M
Wilkins Miller Wealth Management, LLC 1.42% Add +12.6% 17,394 $2.6M
Eagle Strategies LLC 0.26% Add +27.0% 17,374 $2.6M
Obermeyer Wealth Partners 0.10% Reduce -1.9% 17,307 $2.6M
ABLE Financial Group, LLC 0.43% Reduce -0.4% 17,304 $2.6M
Cordgrass Capital Advisors, LLC 0.96% Reduce -71.9% 17,302 $2.6M
Ramsay, Stattman, Vela & Price, Inc. 0.46% Add +4.0% 17,274 $2.6M
Viawealth, LLC 1.29% Reduce -0.3% 17,270 $2.6M
Moors & Cabot, Inc. 0.10% Add +5.5% 17,254 $2.6M
Columbia Bank 0.57% Add +46.3% 17,254 $2.6M
Capital Advisors, Ltd. LLC 0.26% Add +1.9% 17,161 $2.5M
Heritage Wealth Management, Inc./Texas 0.98% Reduce -6.8% 17,114 $2.5M
LFG Wealth Partners, LLC 1.19% Add +19.5% 17,105 $2.5M
McNamara Financial Services, Inc. 0.44% Reduce -1.7% 17,051 $2.5M
Kohmann Bosshard Financial Services, LLC 0.21% Reduce -1.1% 16,965 $2.5M
SWP Financial LLC 1.16% Reduce -3.4% 16,957 $2.5M
Scotia Capital Inc. 0.01% Add +0.2% 16,929 $2.5M
Wealth Alliance, LLC 0.21% Reduce -20.8% 16,917 $2.5M
Two Sigma Securities, LLC 0.22% Reduce -23.9% 16,908 $2.5M
Thrive Wealth Management, LLC 0.32% Add +1.6% 16,875 $2.5M
Blue Line Capital, LLC / IL 2.16% Add +3.5% 16,864 $2.5M
Delta Financial Advisors LLC 0.59% Reduce -7.9% 16,853 $2.5M
Foundation Wealth Management, LLC\PA 0.75% No change 16,812 $2.5M
Stratos Investment Management, LLC 0.09% Add +0.0% 16,808 $2.5M
OpenArc Corporate Advisory, LLC 0.03% Reduce -0.3% 16,713 $2.5M
Means Investment Co., Inc. 0.19% Reduce -1.3% 16,682 $2.5M
Integrity Advisory Solutions, LLC 0.25% Add +25.6% 16,646 $2.5M
Baldwin Investment Management, LLC 0.24% Add +11.4% 16,615 $2.5M
Founders Grove Wealth Partners, LLC 0.49% Reduce -1.8% 16,591 $2.5M
Cypress Financial Planning LLC 0.60% Reduce -3.1% 16,563 $2.5M
Shelton Wealth Management, LLC 0.97% Reduce -2.6% 16,528 $2.5M
Patriot Investment Management Group, Inc. 0.14% Reduce -0.4% 16,456 $2.4M
Sunburst Financial Group, LLC 0.41% Reduce -0.1% 16,455 $2.4M
First County Bank 1.16% Add +5.7% 16,454 $2.4M
Sepio Capital, LP 0.12% Reduce -45.2% 16,443 $2.4M
Novare Capital Management LLC 0.17% Add +2.6% 16,378 $2.4M
RiverFront Investment Group, LLC 0.03% Add +19.9% 16,300 $2.4M
PFG Investments, LLC 0.09% Reduce -1.6% 16,271 $2.4M
Coldstream Capital Management Inc. 0.03% Add +2.0% 16,270 $2.4M
Mayport, LLC 0.37% Reduce -0.7% 16,248 $2.4M
Forza Wealth Management, LLC 0.74% No change 16,186 $2.4M
Ellevest, Inc. 0.28% Add +15.2% 16,504 $2.4M
Winebrenner Capital Management LLC 1.45% Add +0.2% 16,096 $2.4M
Jamison Private Wealth Management, Inc. 0.25% Reduce -1.9% 16,002 $2.4M
Tower Research Capital LLC (TRC) 0.06% Add +39780.0% 15,952 $2.4M
Almanack Investment Partners, LLC. 0.30% New 15,917 $2.4M
Hudson Oak Wealth Advisory LLC 1.82% Reduce -3.1% 15,904 $2.4M
Retirement Guys Formula LLC 0.89% Add +1.0% 15,925 $2.4M
Camelot Technology Advisors, Inc. 1.61% Reduce -3.8% 15,865 $2.4M
NBH Bank 0.99% — 15,827 $2.3M
JSF Financial, LLC 0.38% Add +8.1% 15,817 $2.3M
Invst, LLC 0.23% Reduce -6.5% 15,730 $2.3M
Parkwoods Wealth Partners, LLC 0.37% New 15,693 $2.3M
Great Diamond Partners, LLC 0.40% Reduce -0.1% 15,651 $2.3M
LVZ, Inc. 0.24% Add +156.0% 15,648 $2.3M
Huntington National Bank 0.01% Add +0.3% 15,619 $2.3M
Rockwood Wealth Management, LLC 0.15% Add +2.2% 15,471 $2.3M
Second Line Capital, LLC 0.43% Add +1.4% 15,420 $2.3M
Boston Trust Walden Corp 0.02% Add +83.4% 15,390 $2.3M
Alpine Bank Wealth Management 0.29% No change 15,385 $2.3M
Hilltop National Bank 0.49% Reduce -5.0% 15,360 $2.3M
Institute for Wealth Management, LLC. 0.20% Add +10.6% 15,340 $2.3M
Clear Wave Wealth Management LLC 0.51% Add +10.0% 15,329 $2.3M
Azimuth Capital Investment Management LLC 0.08% Add +17.1% 15,270 $2.3M
Kellett Wealth Advisors, LLC 1.05% Add +13.4% 15,255 $2.3M
Stock Yards Bank & Trust Co. 0.06% Add +18.4% 15,214 $2.3M
Expressive Wealth LLC 2.13% Reduce -7.2% 15,189 $2.3M
Ensign Peak Advisors, Inc 0.00% No change 15,166 $2.2M
SevenBridge Financial Group, LLC 0.33% Reduce -6.5% 15,064 $2.2M
Coastline Trust Co 0.20% Reduce -0.4% 15,058 $2.2M
Quadcap Wealth Management, LLC 0.22% Add +0.8% 15,031 $2.2M
TRUE Private Wealth Advisors 0.19% Reduce -6.8% 15,015 $2.2M
Grey Ledge Advisors, LLC 0.45% Reduce -2.0% 15,008 $2.2M
Cora Capital Advisors LLC 0.62% Reduce -4.1% 14,999 $2.2M
Talisman Wealth Advisors LLC 1.65% Add +9.2% 14,990 $2.2M
Joel Adams & Associates, Inc. 1.42% Reduce -4.1% 14,905 $2.2M
Provenance Wealth Advisors, LLC 0.21% Reduce -25.4% 14,837 $2.2M
Penobscot Investment Management Company, Inc. 0.15% Reduce -1.5% 14,834 $2.2M
Urban Wealth Management, LLC 1.92% Reduce -7.5% 14,817 $2.2M
Firestone Capital Management 0.41% Add +27.8% 14,812 $2.2M
Choate Investment Advisors 0.04% Reduce -4.5% 14,807 $2.2M
Bearing Point Capital, LLC 0.30% Add +0.0% 14,804 $2.2M
BlueSky Wealth Advisors, LLC 0.25% Reduce -1.8% 14,748 $2.2M
John W. Brooker & Co., CPAs 2.64% Reduce -26.7% 14,731 $2.2M
Asset Dedication, LLC 0.14% Add +9.3% 14,723 $2.2M
High Net Worth Advisory Group LLC 0.46% Reduce -2.4% 14,694 $2.2M
Nuveen, LLC 0.00% New 14,670 $2.2M
JT Stratford LLC 0.24% Reduce -7.2% 14,597 $2.2M
Uniting Wealth Partners, LLC 0.44% Reduce -12.1% 14,517 $2.2M
North Dallas Bank & Trust Co. 1.28% Add +20.8% 14,510 $2.2M
SeaBridge Investment Advisors LLC 0.31% No change 14,491 $2.1M
Colorado Capital Management, Inc. 0.73% Reduce -1.6% 14,491 $2.1M
Steph & Co. 0.54% Reduce -1.4% 14,477 $2.1M
Carrera Capital Advisors 0.32% Reduce -0.3% 14,438 $2.1M
Ethos Financial Group, LLC 0.14% Reduce -17.2% 14,480 $2.1M
Fisher Asset Management 0.00% Add +8.1% 14,403 $2.1M
Interchange Capital Partners, LLC 0.40% Add +0.6% 14,403 $2.1M
Roman Butler Fullerton & Co. 0.51% Add +0.1% 14,719 $2.1M
Princeton Global Asset Management LLC 0.30% Add +1.0% 14,353 $2.1M
Baker Avenue Asset Management, LP 0.04% Add +7.6% 14,349 $2.1M
International Private Wealth Advisors LLC 1.09% Add +1.4% 14,305 $2.1M
Inman Jager Wealth Management, LLC 1.13% Add +3.5% 14,286 $2.1M
MKD Wealth Coaches, LLC 1.81% Add +19.2% 14,268 $2.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -3.2% 14,335 $2.1M
Rathbones Group PLC 0.01% Reduce -0.0% 14,197 $2.1M
Fiduciary Advisors, Inc. 1.41% Reduce -1.9% 14,163 $2.1M
Kassira Wealth Management LLC 1.68% Add +0.2% 14,115 $2.1M
General Partner, Inc. 1.13% No change 14,115 $2.1M
Financial Planning Hawaii, Inc. 1.12% Reduce -0.3% 14,073 $2.1M
Michael Brady & Co., LLC 1.84% Reduce -0.4% 14,027 $2.1M
Brady Family Wealth, LLC 0.60% Add +0.1% 13,970 $2.1M
Summit Global Investments 0.11% Reduce -1.8% 13,936 $2.1M
Goldstein Advisors, LLC 0.19% Reduce -1.1% 13,917 $2.1M
Avion Wealth 0.38% Add +1.1% 13,873 $2.1M
NBT Bank, N.A. 0.14% Reduce -9.9% 13,869 $2.1M
Awm Capital, LLC 0.16% Add +0.3% 13,849 $2.1M
Retirement Investment Advisors, Inc. 0.15% Reduce -0.0% 14,161 $2.1M
GTS Securities LLC 0.04% New 13,821 $2.0M
Peak Asset Management, LLC 0.30% Add +0.3% 13,795 $2.0M
WP Advisors, LLC 0.49% Add +0.3% 13,775 $2.0M
Odyssey Capital Advisors, Inc. 1.46% Add +6.1% 13,762 $2.0M
Compass Wealth Management LLC 0.39% Reduce -5.3% 13,752 $2.0M
Blue Trust, Inc. 0.02% Reduce -2.2% 13,710 $2.0M
Global View Capital Management LLC 0.42% Add +18.2% 13,631 $2.0M
Regatta Capital Group, LLC 0.27% Reduce -0.5% 13,601 $2.0M
RMR Wealth Builders 0.13% Reduce -28.0% 13,572 $2.0M
Jump Financial, LLC 0.02% New 13,526 $2.0M
TFC Financial Management, Inc. 0.22% Reduce -1.1% 13,512 $2.0M
Secure Asset Management, LLC 0.28% Reduce -14.7% 13,423 $2.0M
RCW Management, LLC 1.78% Reduce -10.2% 13,412 $2.0M
Yanni & Associates Investment Advisors, LLC 1.81% Reduce -1.2% 13,210 $2.0M
Center for Financial Planning, Inc. 0.18% Reduce -0.1% 13,188 $2.0M
Continuum Advisory, LLC 0.16% Reduce -17.6% 13,111 $1.9M
O'Brien Greene & Co. Inc 0.54% Reduce -5.0% 13,106 $1.9M
SWS Partners 0.42% Reduce -0.3% 13,074 $1.9M
Keenan, LLC 1.37% Reduce -13.4% 13,051 $1.9M
Portland Global Advisors LLC 0.18% Reduce -4.0% 12,983 $1.9M
Pension & Wealth Management Advisors, Inc. 0.52% Reduce -0.6% 12,964 $1.9M
ZWJ Investment Counsel Inc. 0.06% Add +20.4% 12,936 $1.9M
Nova R Wealth, Inc. 0.56% Add +0.1% 12,917 $1.9M
Plimoth Trust Co. LLC 0.38% Add +3.0% 12,894 $1.9M
Quattro Financial Advisors LLC 0.41% Reduce -3.7% 12,886 $1.9M
Confluence Wealth Services, Inc. 0.05% Add +6.5% 12,879 $1.9M
Spirepoint Private Client, LLC 0.15% Add +2.1% 12,864 $1.9M
Maxele Advisors, LLC 1.33% — 12,804 $1.9M
Darden Wealth Group Inc 0.74% Reduce -2.7% 12,642 $1.9M
Sherman Wealth Management LLC 1.41% Add +1.3% 12,634 $1.9M
Lineweaver Wealth Advisors, LLC 0.22% Reduce -2.5% 12,617 $1.9M
Rik Saylor Financial, Inc. 1.24% Reduce -1.9% 12,612 $1.9M
DHJJ Financial Advisors, Ltd. 0.54% Reduce -1.1% 12,597 $1.9M
Meridian Investment Counsel Inc. 0.40% Add +0.4% 12,568 $1.9M
GLR Partners, LLC 0.87% Add +10.9% 12,553 $1.9M
Foster Victor Wealth Advisors, LLC 0.10% Add +0.9% 12,802 $1.9M
VestGen Advisors, LLC 0.05% Reduce -33.2% 12,511 $1.9M
Argentarii, LLC 0.56% Reduce -4.2% 12,459 $1.8M
International Assets Investment Management, LLC 0.11% Add +5.2% 12,518 $1.8M
Anchor Investment Management, LLC 0.14% Add +7.0% 12,448 $1.8M
RDA Financial Network 0.40% Reduce -0.5% 12,422 $1.8M
Powerhouse Assets LLC 1.50% Reduce -0.1% 12,386 $1.8M
Silvia McColl Wealth Management, LLC 1.10% No change 12,379 $1.8M
Moneco Advisors, LLC 0.11% Add +23.8% 12,379 $1.8M
Noble Wealth Management PBC 0.84% Add +0.2% 12,358 $1.8M
Leverty Financial Group, LLC 0.36% Reduce -2.0% 12,358 $1.8M
Olde Wealth Management, LLC 0.52% Reduce -5.1% 12,347 $1.8M
Hardin Capital Partners, LLC 0.85% Add +1.6% 12,323 $1.8M
XY Planning Network, Inc. 0.23% Add +1.3% 12,313 $1.8M
Arbor Trust Wealth Advisors, LLC 0.74% Add +0.0% 12,313 $1.8M
Financial Partners Group, Inc 0.18% Reduce -0.1% 12,277 $1.8M
Alpha Capital Advisors Inc. 1.56% Add +0.7% 12,207 $1.8M
Rockland Trust Co. 0.07% No change 12,192 $1.8M
Procyon Advisors, LLC 0.08% Add +2.1% 12,169 $1.8M
Midland Wealth Advisors, LLC 0.08% Reduce -3.9% 12,156 $1.8M
Principle Wealth Partners LLC 0.09% Reduce -3.3% 12,148 $1.8M
Riverpoint Wealth Management Holdings, LLC 0.33% Add +6.8% 12,089 $1.8M
Bridgewater Advisors Inc. 0.10% Add +677.6% 12,107 $1.8M
Nolet Wealth Management, LLC 0.99% Add +0.8% 12,056 $1.8M
GeoWealth Management, LLC 0.06% Add +53.8% 11,994 $1.8M
Pacific Point Advisors, LLC 0.81% No change 11,993 $1.8M
American State Bank (Iowa) 0.72% Reduce -6.5% 11,957 $1.8M
Calamos Advisors LLC 0.01% Reduce -96.2% 11,953 $1.8M
Corsicana & Co. 0.85% Add +4.9% 11,887 $1.8M
Flagship Private Wealth, LLC 0.62% Reduce -0.5% 11,886 $1.8M
William John Sempolinski 0.71% Add +5.3% 11,833 $1.8M
Mascagni Wealth Management, Inc. 1.09% Reduce -4.8% 11,796 $1.7M
Carr Financial Group Corp 0.40% Add +9.6% 11,765 $1.7M
Independent Advisor Alliance 0.04% Reduce -97.4% 11,757 $1.7M
AdvisorNet Financial, Inc 0.08% Add +23.7% 11,698 $1.7M
Teachers Insurance & Annuity Association of America 1.91% Reduce -0.5% 11,698 $1.7M
Goldstone Financial Group, LLC 0.16% Reduce -2.3% 11,675 $1.7M
LCNB Corp. 0.53% No change 11,657 $1.7M
Old North State Trust, LLC 0.89% Reduce -2.5% 11,644 $1.7M
Olistico Wealth, LLC 0.74% Reduce -11.9% 11,615 $1.7M
Valpey Financial Services, LLC 1.02% Reduce -0.6% 11,582 $1.7M
OMNI 360 Wealth, Inc. 0.79% Reduce -1.9% 11,560 $1.7M
Tudor Financial Inc. 0.77% Add +1.9% 11,556 $1.7M
Tru Independence Asset Management 2, LLC 0.93% Add +6.2% 11,555 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,553 $1.7M
Eldridge Investment Advisors, Inc. 0.34% No change 11,530 $1.7M
Strathmore Capital Advisors, Inc. 0.46% Reduce -7.9% 11,660 $1.7M
Aaron Wealth Advisors LLC 0.09% Add +7.3% 11,494 $1.7M
KWB Wealth 0.15% Reduce -13.4% 11,490 $1.7M
Allegheny Financial Group 0.18% Add +2.5% 11,461 $1.7M
Tocqueville Asset Management L.P. 0.02% No change 11,455 $1.7M
Fort Washington Investment Advisors Inc. 0.01% Reduce -1.3% 11,453 $1.7M
Simon Quick Advisors, LLC 0.07% Add +6.3% 11,444 $1.7M
Tennessee Valley Asset Management Partners 0.19% Add +2.6% 11,443 $1.7M
Summit Investment Advisory Services, LLC 0.43% Reduce -2.5% 11,434 $1.7M
Investment Advisory Services Inc. /TX 0.49% Reduce -2.4% 11,394 $1.7M
DecisionMap Wealth Management, LLC 0.94% Reduce -1.4% 11,274 $1.7M
Gilbert & Cook, Inc. 0.19% Reduce -0.4% 11,238 $1.7M
Fairvoy Private Wealth, LLC 0.34% Reduce -21.9% 11,216 $1.7M
Beckerman Institutional, LLC 0.79% No change 11,215 $1.7M
Xcelsior Advisor Partners LLC 0.22% Add +80.2% 11,202 $1.7M
RPG Investment Advisory, LLC 0.17% Add +1.9% 11,167 $1.7M
Richards, Merrill & Peterson, Inc. 0.52% Reduce -2.6% 11,134 $1.7M
Layline Advisors, LLC 1.48% Add +18.7% 11,130 $1.7M
New Republic Capital, LLC 0.38% Reduce -2.1% 11,054 $1.6M
Grant Street Asset Management, Inc. 0.27% Reduce -3.0% 11,046 $1.6M
PCG Asset Management, LLC 1.17% Add +1.2% 11,037 $1.6M
HRC Wealth Management, LLC 0.67% Add +2.1% 11,034 $1.6M
Prairieview Wealth Partners, LLC 1.22% Reduce -4.2% 11,023 $1.6M
BIP Wealth, LLC 0.05% Add +17.4% 10,993 $1.6M
Bucket List Wealth Management, LLC 0.80% Reduce -1.0% 10,939 $1.6M
Allen Capital Group, LLC 0.13% Add +1.4% 10,935 $1.6M
Port Capital LLC 0.07% Add +2.3% 10,898 $1.6M
Bullock Wealth Management Group 0.70% Add +20.5% 10,953 $1.6M
Continuum Wealth Advisors, LLC 0.54% No change 10,882 $1.6M
Arlington Trust Co LLC 0.14% Add +0.2% 10,880 $1.6M
Resurgent Financial Advisors LLC 0.45% Reduce -5.7% 10,809 $1.6M
Valley Financial Group, Inc. 0.79% Add +0.4% 10,791 $1.6M
Sound Income Strategies, LLC 0.07% Add +7.0% 10,770 $1.6M
Vident Advisory, LLC 0.01% Add +165.9% 10,755 $1.6M
Chemistry Wealth Management LLC 0.26% Add +0.1% 10,734 $1.6M
Northwest Wealth Advisors, LLC 0.91% Reduce -1.9% 10,721 $1.6M
Sterling Financial Planning, Inc. 0.43% Reduce -3.8% 10,706 $1.6M
COFG Advisors, LLC 0.27% Add +53.7% 10,649 $1.6M
Finward Bancorp 1.20% Add +3.3% 10,642 $1.6M
AlTi Global, Inc. 0.03% Reduce -9.9% 10,612 $1.6M
Maltin Wealth Management, Inc. 0.53% Reduce -0.1% 10,594 $1.6M
Wealth Dimensions Group, Ltd. 0.28% Add +6.2% 10,573 $1.6M
Bedminster, LLC 1.34% Reduce -0.7% 10,550 $1.6M
Ti-Trust, Inc. 0.84% No change 10,546 $1.6M
Integrated Investment Consultants, LLC 0.31% Reduce -0.3% 10,546 $1.6M
AAF Wealth Management, LLC 0.58% Reduce -5.2% 10,538 $1.6M
Pasadena Private Wealth, LLC 0.20% Add +0.2% 10,485 $1.6M
Essex Bank 0.34% Add +0.0% 10,483 $1.6M
Ethic Inc. 0.02% New 10,478 $1.6M
Aviance Capital Partners, LLC 0.16% Add +1.2% 10,478 $1.6M
Lincoln Capital LLC 0.28% Add +1.4% 10,442 $1.5M
Severin Investments, LLC 1.17% Add +3.7% 10,424 $1.5M
Acumen Wealth Advisors, LLC 0.33% Reduce -87.8% 10,417 $1.5M
Maloon Powers Pitre Higgins & Dennehy, LLC 0.53% — 10,385 $1.5M
Integrity Alliance, Llc. 0.05% Add +13.2% 10,380 $1.5M
J. M. Brown & Associates Inc. 0.88% — 10,377 $1.5M
Acadian Asset Management LLC 0.00% Add +371.7% 10,373 $1.5M
Christensen, King & Associates Investment Services, Inc. 0.61% Reduce -0.9% 10,367 $1.5M
Cary Street Partners Investment Advisory LLC 0.31% Reduce -11.7% 10,307 $1.5M
Oliver Luxxe Assets LLC 0.23% Reduce -1.4% 10,300 $1.5M
Summit Wealth Group LLC / Co. 0.13% Add +18.3% 10,277 $1.5M
Emerald Advisors, LLC 0.19% Reduce -28.6% 10,269 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.31% Add +9.3% 10,267 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +3.4% 10,264 $1.5M
Equity Wealth Partners, LLC 0.55% Add +7.0% 10,224 $1.5M
Lansing Street Advisors 0.32% Add +0.3% 10,213 $1.5M
Brown Wealth Management, LLC 0.34% Reduce -29.5% 10,180 $1.5M
Paladin Advisory Group, LLC 1.00% No change 10,159 $1.5M
Milestone Investment Advisors LLC 0.33% Reduce -4.2% 10,148 $1.5M
Liberty Square Wealth Partners LLC 0.36% Add +0.0% 10,103 $1.5M
Compass Ion Advisors, LLC 0.13% Reduce -1.4% 10,076 $1.5M
Solstein Capital, LLC 0.51% No change 10,073 $1.5M
Tilia Fiduciary Partners, Inc. 0.71% Reduce -6.3% 10,069 $1.5M
Index Fund Advisors, Inc. 0.06% Add +0.7% 10,023 $1.5M
Emerald Investment Advisers, LLC 0.10% No change 10,017 $1.5M
NWF Advisory Services Inc. 0.14% Add +6.3% 10,017 $1.5M
Manhattan West Asset Management, LLC 0.25% Reduce -1.5% 9,988 $1.5M
Riverchase Wealth Management, LLC 0.69% No change 9,975 $1.5M
Cadinha & Co. LLC 0.22% Reduce -12.0% 9,946 $1.5M
Sound Financial Strategies Group, LLC 0.93% Add +0.7% 9,918 $1.5M
Stevens Capital Partners 0.28% Add +52.2% 9,905 $1.5M
Saxon Interests, Inc. 0.41% Reduce -3.3% 9,891 $1.5M
Higgins & Schmidt Wealth Strategies LLC 0.60% Reduce -1.2% 9,877 $1.5M
GS Investments, Inc. 1.05% Add +0.2% 9,785 $1.5M
Sherry Group, Inc. 1.41% Reduce -0.4% 9,837 $1.4M
StoneX Group Inc. 0.06% Add +0.5% 9,722 $1.4M
Nixon Peabody Trust Co. 0.10% Reduce -0.3% 9,712 $1.4M
Alpha Omega Wealth Management LLC 0.22% Reduce -0.4% 9,696 $1.4M
National Wealth Management Group, LLC 0.44% Add +1.6% 9,672 $1.4M
Waterloo Capital, L.P. 0.08% Add +4.3% 9,666 $1.4M
Forefront Wealth Partners, LLC 0.44% Add +1.5% 9,665 $1.4M
Broadview Financial Management, LLC 0.88% Reduce -1.7% 9,665 $1.4M
Charles Schwab Trust Co 0.08% Reduce -5.1% 9,646 $1.4M
Nichols & Pratt Advisers LLP 0.09% Add +4.3% 9,630 $1.4M
Sovereign Financial Group, Inc. 0.22% Reduce -2.3% 9,622 $1.4M
KG Capital Management 0.85% Add +1.4% 9,616 $1.4M
TCV Trust & Wealth Management, Inc. 0.11% Reduce -0.1% 9,544 $1.4M
Nicolet Bankshares Inc. 0.04% Add +34.1% 9,564 $1.4M
BlueChip Wealth Advisors LLC 0.54% No change 9,536 $1.4M
Roundview Capital LLC 0.08% Add +2.2% 9,464 $1.4M
Clear Investment Research, LLC 2.17% Reduce -2.1% 9,414 $1.4M
First Commonwealth Financial Corp 0.19% Reduce -0.4% 9,378 $1.4M
First National Bank & Trust Co. of Newtown 0.28% Add +4.2% 9,561 $1.4M
Chilton Investment Co. Inc. 0.03% Add +219.9% 9,377 $1.4M
Legacy Financial Group LLC 0.16% No change 9,362 $1.4M
Howland Capital Management LLC 0.05% Add +0.3% 9,349 $1.4M
Opinicus Capital, Inc. 0.74% Add +0.7% 9,349 $1.4M
Baker Ellis Asset Management LLC 0.14% Add +0.0% 9,342 $1.4M
Pine Valley Investments Ltd Liability Co 0.06% Add +3.8% 9,308 $1.4M
Sendero Wealth Management, LLC 0.14% Add +0.1% 9,177 $1.4M
Bright Futures Wealth Management, LLC. 0.88% Add +0.4% 9,157 $1.4M
Capital Management Associates, Inc 0.27% Add +9.3% 9,141 $1.4M
Sandy Cove Advisors, LLC 0.34% Reduce -1.0% 9,115 $1.4M
GatePass Capital, LLC 0.53% Add +57.5% 9,086 $1.3M
Steel Grove Capital Advisors, LLC 0.13% Add +7.4% 9,057 $1.3M
Insigneo Advisory Services, LLC 0.05% Add +0.9% 9,042 $1.3M
Fortress Financial Group, LLC 0.67% Reduce -76.3% 9,042 $1.3M
Tompkins Financial Corp. 0.09% Add +0.6% 9,028 $1.3M
Fiduciary Financial Group, LLC 0.15% Reduce -0.0% 9,024 $1.3M
Wealth Management Nebraska 0.12% Reduce -5.7% 9,016 $1.3M
Helium Advisors LLC 1.12% Add +4.8% 9,009 $1.3M
ETF Store, Inc. 1.12% Add +28.9% 8,997 $1.3M
Birchcreek Wealth Management, LLC 0.52% Reduce -0.4% 8,996 $1.3M
IFC Advisors LLC 0.17% Add +0.2% 8,993 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.05% Add +18.2% 8,980 $1.3M
Asset One Wealth Management LLC 0.14% Reduce -2.4% 9,103 $1.3M
TD Capital Management LLC 0.11% Reduce -2.5% 8,971 $1.3M
Alpha Wealth Funds, LLC 0.82% Reduce -27.6% 8,963 $1.3M
Laurel Wealth Planning LLC 0.59% Reduce -0.7% 8,963 $1.3M
Cannell & Spears LLC 0.02% Reduce -0.1% 8,920 $1.3M
Ignite Planners, LLC 0.18% Add +16.3% 8,913 $1.3M
Vanguard Advisers Inc. 0.00% Add +10.6% 8,899 $1.3M
Axis Wealth Partners, LLC 0.63% Add +0.0% 8,894 $1.3M
Clearwater Capital Advisors, LLC 0.10% Reduce -6.3% 8,876 $1.3M
Clearview Wealth Management LLC 0.85% Reduce -1.3% 8,875 $1.3M
AssuredPartners Investment Advisors, LLC 0.13% Reduce -14.7% 8,868 $1.3M
Pursuit Wealth Strategies, LLC 1.71% Reduce -0.9% 8,853 $1.3M
Larson Financial Group LLC 0.03% Add +57.7% 8,827 $1.3M
Thompson Investment Management, Inc. 0.15% Add +3.0% 8,813 $1.3M
FLC Capital Advisors 0.21% Reduce -14.4% 8,801 $1.3M
PGIM Custom Harvest LLC 0.02% Add +2.9% 8,778 $1.3M
Kathmere Capital Management, LLC 0.07% Reduce -18.5% 8,768 $1.3M
Vilga Financial Planning LLC 0.98% No change 8,700 $1.3M
Texas Bank & Trust Co 0.42% Add +0.1% 8,687 $1.3M
Johnson Financial Group, LLC 0.07% New 8,687 $1.3M
Peak Planning Group, LLC 0.29% Add +0.1% 8,654 $1.3M
Nelson Capital Management, LLC 0.14% Reduce -1.0% 8,652 $1.3M
BCS Wealth Management 0.23% Add +262.8% 8,613 $1.3M
Vista Capital Partners, Inc. 0.11% Reduce -6.0% 8,604 $1.3M
PW Advisors, LLC \ FL 0.85% No change 8,572 $1.3M
Cassaday & Co Wealth Management LLC 0.02% Reduce -7.3% 8,559 $1.3M
NavPoint Financial, Inc. 0.47% Reduce -4.5% 8,530 $1.3M
Bragg Financial Advisors, Inc 0.03% No change 8,502 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -56.9% 8,500 $1.3M
Innealta Capital, LLC 0.67% Add +3.6% 8,481 $1.3M
SHP Wealth Management 0.09% Reduce -6.2% 8,477 $1.3M
Rossby Financial, LCC 0.23% Add +68.9% 8,562 $1.3M
Quartz Partners, LLC 0.41% Add +76.0% 8,430 $1.3M
Rollins Financial Advisors, LLC 0.16% Add +51.9% 8,419 $1.2M
MFA Wealth Services 0.74% Add +0.3% 8,381 $1.2M
Inscription Capital, LLC 0.11% Add +0.0% 8,347 $1.2M
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -3.9% 8,341 $1.2M
Ipswich Investment Management Co., Inc. 0.26% Reduce -2.9% 8,334 $1.2M
Sonata Capital Group Inc. 0.40% Add +3.8% 8,321 $1.2M
Woodward Financial Advisors, Inc. 0.41% — 8,318 $1.2M
American Trust 0.10% Add +18.4% 8,313 $1.2M
Root Financial Partners, LLC 0.05% Add +2.7% 8,308 $1.2M
Plante Moran Financial Advisors, LLC 0.06% Reduce -4.1% 8,289 $1.2M
Forum Private Client Group LLC 0.37% Reduce -2.2% 8,273 $1.2M
Canandaigua National Bank & Trust Co. 0.10% — 8,273 $1.2M
Wilshire Advisors LLC 11.85% Reduce -40.0% 8,259 $1.2M
KOM Wealth Management Group, LLC 0.74% Reduce -17.8% 8,235 $1.2M
CWA Asset Management Group, LLC 0.04% Add +36.4% 8,212 $1.2M
Gemmer Asset Management LLC 0.08% Reduce -2.4% 8,209 $1.2M
Go Invest LLC 0.28% Add +12.4% 8,124 $1.2M
71 West Capital Partners 0.04% Reduce -8.9% 8,055 $1.2M
Objective Capital Management, LLC 1.06% Add +4.6% 8,045 $1.2M
Great Point Wealth Advisors, LLC 0.19% Reduce -2.2% 8,007 $1.2M
Trueblood Wealth Management, LLC 0.41% Add +8.3% 7,985 $1.2M
Tufton Capital Management 0.20% Reduce -1.7% 7,984 $1.2M
Townsend Asset Management Corp. /NC/ 0.38% Reduce -0.2% 7,978 $1.2M
Keystone Financial Group, Inc. 0.62% Reduce -0.6% 7,977 $1.2M
Vannoy Advisory Group, Inc. 0.67% No change 7,970 $1.2M
Loudon Investment Management, LLC 0.58% Add +9.3% 7,967 $1.2M
BigSur Wealth Management LLC 0.28% Add +34.7% 7,965 $1.2M
Hohimer Wealth Management, LLC 0.12% Add +2.0% 7,937 $1.2M
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -0.0% 7,933 $1.2M
Quantum Financial Partners LLC 0.60% — 7,920 $1.2M
EdgeRock Capital LLC 0.27% Reduce -10.8% 7,916 $1.2M
Zions Bancorporation, National Association 0.07% Add +2.4% 7,904 $1.2M
Angeles Wealth Management, LLC 0.05% Add +16.0% 7,902 $1.2M
Sweeney & Michel, LLC 0.31% Reduce -0.1% 7,865 $1.2M
Sageworth Trust Co of South Dakota 0.72% Reduce -2.6% 7,894 $1.2M
1834 Investment Advisors Co. 0.13% No change 7,871 $1.2M
Marks Group Wealth Management, Inc 0.10% No change 7,863 $1.2M
First Bancorp, Inc 0.46% Add +4.5% 7,826 $1.2M
Concentrum Wealth Management 0.28% Add +45.9% 7,805 $1.2M
Pitcairn Wealth Advisors LLC 0.13% Add +0.1% 7,801 $1.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.12% Add +3.1% 7,788 $1.2M
Prosperity Bancshares Inc 0.75% Reduce -13.9% 7,759 $1.2M
First Nebraska Trust Co 0.09% Add +1.0% 7,741 $1.1M
Probity Advisors, Inc. 0.16% Reduce -0.0% 7,726 $1.1M
Berkshire Asset Management LLC 0.04% No change 7,725 $1.1M
Cyndeo Wealth Partners, LLC 0.05% Add +46.1% 7,721 $1.1M
Whalerock Point Partners, LLC 0.20% Add +72.9% 7,677 $1.1M
Mma Asset Management LLC 0.36% Add +0.0% 7,665 $1.1M
Cosner Financial Group, LLC 0.58% Reduce -12.1% 7,663 $1.1M
Tandem Investment Partners LLC 0.88% Reduce -6.6% 7,660 $1.1M
Orion Capital Management LLC 0.35% Reduce -1.8% 7,660 $1.1M
Pacific Sun Financial Corp 0.47% Reduce -3.3% 7,631 $1.1M
WealthShield Partners, LLC 0.17% Reduce -52.5% 7,612 $1.1M
180 Wealth Advisors, LLC 0.11% Reduce -2.1% 7,599 $1.1M
Miller Capital Partners, Inc. 0.44% No change 7,591 $1.1M
Compass Financial Management LLC 0.14% — 7,516 $1.1M
Sound View Wealth Advisors Group, LLC 0.07% Reduce -6.3% 7,563 $1.1M
Greenhouse Wealth Management, LLC 0.79% Add +0.3% 7,547 $1.1M
Centurion Wealth Management LLC 0.27% Add +0.3% 7,539 $1.1M
Connors Investor Services Inc. 0.10% Add +14.8% 7,517 $1.1M
Evolution Wealth Advisors, LLC 0.13% Reduce -2.5% 7,502 $1.1M
Banque Transatlantique SA 0.02% New 7,500 $1.1M
Tandem Financial, LLC 0.36% Add +29.1% 7,499 $1.1M
Spartan Wealth Advisory Services LLC 0.09% Reduce -4.4% 7,499 $1.1M
Opulen Financial Group LLC 0.70% Reduce -1.7% 7,494 $1.1M
Sensible Money, LLC 0.29% Add +2.6% 7,483 $1.1M
Riverview Capital Advisers, LLC 0.32% Add +113.0% 7,477 $1.1M
Edgemoor Investment Advisors, Inc. 0.08% Add +0.2% 7,471 $1.1M
Gainline Financial Partners, LLC 1.03% — 7,464 $1.1M
Steelhead Wealth Management LLC 0.44% Reduce -15.3% 7,425 $1.1M
Colton Groome Financial Advisors, LLC 0.27% Reduce -1.3% 7,408 $1.1M
Prospect Financial Services LLC 0.56% Reduce -7.1% 7,400 $1.1M
Total Clarity Wealth Management, Inc. 0.21% Reduce -2.4% 7,399 $1.1M
Trivium Point Advisory, LLC 0.10% Add +13.7% 7,393 $1.1M
TRB Wealth Management, LLC 0.15% Reduce -7.4% 7,390 $1.1M
M.E. Allison & Co., Inc. 0.63% Add +0.0% 7,384 $1.1M
Client 1ST Advisory Group, LLC 0.29% Add +6.9% 7,363 $1.1M
Three Seasons Wealth, LLC 0.10% Add +0.5% 7,351 $1.1M
Claro Advisors Inc. 0.11% Add +0.2% 7,347 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.27% Add +1.1% 7,346 $1.1M
Portfolio Resources Advisor Group, Inc. 0.92% Add +35.0% 7,344 $1.1M
American Capital Advisory, LLC 0.40% Reduce -0.1% 7,332 $1.1M
JB Capital LLC 0.04% Add +28.0% 7,310 $1.1M
CrossGen Wealth, LLC 0.84% Reduce -3.4% 7,303 $1.1M
Sharkey, Howes & Javer 0.13% Reduce -9.9% 7,262 $1.1M
Asset Allocation & Management Company, LLC 0.35% Add +67.0% 7,252 $1.1M
Rf&l Wealth Management, LLC 0.73% Reduce -3.3% 7,240 $1.1M
Insight Advisors, LLC/ PA 0.19% Reduce -2.3% 7,240 $1.1M
Arcus Capital Partners, LLC 0.44% Add +0.3% 7,205 $1.1M
Camarda Financial Advisors, LLC 0.32% Reduce -6.3% 7,198 $1.1M
URS Advisory LLC 0.59% New 7,197 $1.1M
Kondo Wealth Advisors, Inc. 0.36% No change 7,196 $1.1M
Foster Group, Inc. 0.03% Reduce -13.5% 7,155 $1.1M
Winthrop Capital Management, LLC 0.26% No change 7,150 $1.1M
Tower Bridge Advisors 0.10% Add +160.2% 7,147 $1.1M
Curry Webb Wealth Management LLC 0.44% Reduce -14.4% 7,137 $1.1M
Tulsa Wealth Advisors, INC 0.15% Reduce -0.2% 7,075 $1.0M
Clear Harbor Asset Management, LLC 0.07% Add +7.3% 7,075 $1.0M
Powell Investment Advisors, LLC 0.33% Add +0.7% 7,072 $1.0M
Linscomb Wealth, Inc. 0.05% Reduce -1.9% 7,071 $1.0M
Petersen Hastings Wealth Advisors Inc. 0.09% Reduce -0.3% 7,068 $1.0M
Fourth Dimension Wealth, LLC 0.33% Add +1.0% 7,065 $1.0M
Waters Parkerson & Co., LLC 0.05% Add +0.6% 7,059 $1.0M
SC&H Financial Advisors, Inc. 0.14% Add +0.2% 7,039 $1.0M
Farnam Financial LLC 0.76% Reduce -18.1% 7,035 $1.0M
S&T Bank 0.31% No change 7,012 $1.0M
Granite Islands Private Wealth, LLC 0.76% Add +34.6% 6,949 $1.0M
White Lighthouse Investment Management Inc. 0.13% Reduce -0.2% 6,938 $1.0M
Redwood Family Wealth LLC 0.91% Reduce -2.7% 6,927 $1.0M
White Knight Strategic Wealth Advisors, LLC 0.72% Add +16.2% 6,909 $1.0M
Compton Financial Group, LLC 0.20% Reduce -24.1% 6,887 $1.0M
Barrett & Company, Inc. 0.29% Add +0.0% 6,885 $1.0M
Chapin Davis, Inc. 0.18% Reduce -65.8% 6,882 $1.0M
Capital Advisors Wealth Management, LLC 0.12% Reduce -1.0% 6,831 $1.0M
Donor Advised Charitable Giving, Inc. 0.02% Reduce -2.4% 6,801 $1.0M
Pacific Center for Financial Services 0.22% Add +0.0% 6,788 $1.0M
Wealth Effects LLC 0.27% No change 6,781 $1.0M
Formidable Asset Management, LLC 0.16% Reduce -4.5% 8,040 $999K
WFA of San Diego, LLC 0.82% Add +2.2% 6,669 $998K
KLCM Advisors, Inc. 0.08% No change 6,713 $996K
Cooper Financial Group 0.08% Add +1.5% 6,711 $995K
Facet Wealth, Inc. 0.01% Add +18.1% 6,678 $990K
Granite Investment Partners, LLC 0.05% Add +5.1% 6,639 $985K
Capasso Planning Partners LLC 0.49% Reduce -0.4% 6,625 $983K
Krilogy Financial LLC 0.03% Add +19.4% 6,622 $982K
Triad Wealth Partners, LLC 0.06% Add +11.3% 6,640 $982K
LVM Capital Management Ltd. 0.08% No change 6,586 $977K
Brandywine Oak Private Wealth LLC 0.07% Add +293.2% 6,582 $976K
Emprise Bank 0.36% No change 6,580 $976K
Beacon Financial Advisory LLC 0.19% Reduce -0.1% 6,563 $973K
Tyche Wealth Partners LLC 0.14% Add +27.8% 6,551 $972K
Phillips Wealth Planners LLC 0.71% Reduce -2.4% 6,660 $968K
Cynosure Group, LLC 0.14% Add +17.7% 6,508 $965K
Advisory Alpha, LLC 0.02% Add +1.3% 6,492 $963K
Truepoint, Inc. 0.02% Add +3.5% 6,491 $963K
Lincoln Capital Corp. 0.31% Add +0.1% 6,482 $961K
PTM Wealth Management, LLC 0.43% Reduce -2.7% 6,635 $961K
Talon Private Wealth, LLC 0.11% Reduce -5.5% 6,459 $958K
Occidental Asset Management, LLC 0.10% New 6,454 $957K
Vaquero Private Wealth, Ltd. 0.20% — 6,436 $955K
Traynor Capital Management, Inc. 0.04% Add +2.1% 6,429 $953K
Collaborative Capital Advisors LLC 0.60% — 6,413 $951K
Key Financial Inc 0.16% Add +2.5% 6,411 $951K
Acorn Wealth Advisors, LLC 0.23% Reduce -1.5% 6,399 $949K
Bank Ozk 0.28% Reduce -1.6% 6,397 $949K
Spectrum Asset Management, Inc. (NB/CA) 0.26% Add +3.0% 6,355 $943K
Sentinel Advisory Group, LLC 0.38% Reduce -8.1% 6,355 $942K
Horizon Family Wealth, Inc. 0.43% Add +0.3% 6,334 $939K
Strategic Wealth Partners, Ltd. 0.06% Add +0.9% 6,331 $939K
Ade, LLC 0.40% Reduce -0.1% 6,323 $938K
Indiana Trust & Investment Management Co 0.26% Add +2.3% 6,321 $937K
Crestmont Private Wealth LLC 0.26% Reduce -85.7% 6,310 $936K
Clearbridge Investments, LLC 0.00% No change 6,308 $936K
Seven Post Investment Office LP 0.27% No change 6,298 $934K
Cardiff Park Advisors, LLC 0.07% Reduce -13.1% 6,280 $931K
CVFG LLC 0.10% Reduce -0.7% 6,276 $931K
Collective Family Office LLC 0.19% No change 6,265 $929K
Pioneer Trust Bank N A 0.21% Add +0.1% 6,261 $929K
Commonwealth Financial Services, LLC 0.12% Reduce -5.7% 6,250 $927K
Brio Consultants, LLC 0.11% Add +5.2% 6,229 $924K
Willis Johnson & Associates, Inc. 0.05% Reduce -46.9% 6,221 $923K
White Pine Capital LLC 0.22% Reduce -0.5% 6,216 $922K
S.A. Mason LLC 0.28% Add +12.2% 6,198 $919K
Security National Bank 0.11% Reduce -3.3% 6,140 $911K
Gradient Capital Advisors, LLC 0.21% Reduce -3.1% 6,134 $910K
Fortitude Advisory Group L.L.C. 0.35% Add +33.1% 6,129 $909K
Yukon Wealth Management, Inc. 0.26% Add +12.9% 6,125 $909K
Navigation Group, LLC 0.18% Reduce -2.2% 6,120 $908K
Cypress Wealth Services, LLC 0.11% Reduce -1.1% 6,102 $905K
Fiduciary Management Inc. 0.01% New 6,090 $903K
Keeler Thomas Management LLC 0.32% New 6,062 $899K
Stokes Capital Advisors, LLC 0.19% Reduce -3.6% 6,058 $898K
First National Advisers, LLC 0.13% Add +1.6% 6,051 $897K
Fairview Capital Investment Management, LLC 0.05% No change 6,044 $896K
Kennebec Savings Bank 0.72% No change 6,017 $892K
Empirical Asset Management, LLC 0.20% Add +0.0% 5,961 $884K
Relyea Zuckerberg Hanson LLC 0.07% Add +1.2% 5,956 $883K
Motco 0.08% Reduce -6.8% 5,949 $882K
Oxford Financial Group, LTD. LLC 0.04% Add +9.5% 5,930 $879K
Creekside Partners 0.32% Add +0.1% 5,923 $878K
First Heartland Consultants, Inc. 0.06% Add +1.1% 5,919 $878K
Exchange Bank 0.55% Reduce -0.4% 5,915 $877K
Lazari Capital Management, Inc. 0.27% Add +0.1% 5,912 $877K
Greenwood Gearhart LLC 0.04% Add +52.5% 5,910 $877K
Meridian Wealth Advisors, LLC 0.10% Add +0.1% 5,886 $873K
Brookmont Capital Management 0.47% Add +3.1% 5,884 $873K
Alta Wealth Advisors LLC 0.24% Add +4.0% 5,883 $872K
Argos Wealth Advisors, LLC 0.23% No change 5,871 $871K
Dupree Financial Group, LLC 0.33% Add +2.7% 5,869 $870K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 5,862 $869K
Ascentis Wealth Management, LLC 0.15% Reduce -5.7% 5,844 $868K
TL Private Wealth 0.32% Reduce -13.0% 5,937 $863K
Ledyard National Bank 0.07% Add +8.7% 5,811 $862K
Kearns & Associates LLC 0.40% No change 5,808 $861K
American Institute for Advanced Investment Management, LLP 0.50% Reduce -0.1% 5,797 $860K
Balefire, LLC 0.14% Add +14.2% 5,795 $859K
Motive Wealth Advisors 0.35% Reduce -0.3% 5,795 $859K
Advanced Asset Management Advisors Inc 0.23% No change 5,781 $857K
Advisors Capital Management, LLC 0.01% Reduce -17.7% 5,776 $857K
Livet Wealth, LLC 0.49% Reduce -7.8% 5,768 $855K
Droms Strauss Advisors Inc. /Mo/ 0.19% Add +0.1% 5,760 $854K
S.E.E.D. Planning Group LLC 0.23% Add +7.7% 5,750 $853K
Cambria Investment Management, L.P. 0.04% Reduce -0.9% 5,749 $853K
Main Street Financial Solutions, LLC 0.05% Reduce -1.0% 5,748 $852K
Ausdal Financial Partners, Inc. 0.03% Reduce -43.0% 5,733 $850K
Harrell Investment Partners, LLC 0.18% Reduce -2.4% 5,727 $849K
Balance Wealth Partners LLC 0.23% Add +3.7% 5,717 $848K
Twelve Points Wealth Management LLC 0.17% Reduce -13.7% 5,714 $847K
Adams Wealth Management 0.16% Reduce -0.0% 5,711 $847K
CacheTech Inc. 0.14% Reduce -0.0% 5,711 $847K
McNaughton Wealth Management, LLC 0.30% Add +0.0% 5,703 $846K
Shade Tree Advisors LLC 0.49% No change 5,700 $845K
Bouchey Financial Group, Ltd. 0.05% No change 5,699 $845K
LPWM LLC 0.19% No change 5,692 $844K
Washington Trust Advisors, Inc. 0.06% Reduce -4.9% 5,678 $842K
Invesco Ltd. 0.00% Reduce -0.8% 5,650 $838K
Performance Wealth Partners, LLC 0.02% Add +223.1% 5,644 $837K
August Group Capital Ltd 0.92% Add +0.3% 5,642 $837K
Hillcrest Wealth Advisors - NY, LLC 0.30% Add +1.6% 5,638 $836K
GDS Wealth Management 0.04% Add +9.4% 5,632 $835K
HFG Advisors, Inc. 0.52% Add +2.1% 5,609 $832K
Parkside Financial Bank & Trust 0.06% Reduce -0.0% 5,602 $831K
Greenspring Advisors, LLC 0.05% Reduce -0.2% 5,600 $831K
3Chopt Investment Partners, LLC 0.16% No change 5,600 $831K
Integral Investment Advisors, Inc. 0.18% Reduce -2.2% 5,584 $828K
Maseco LLP 0.02% Add +17.1% 5,570 $826K
Ballast Rock Private Wealth LLC 0.38% Add +1.4% 5,566 $825K
Crew Capital Management, Ltd 0.45% Reduce -3.0% 5,557 $824K
GGM Financial LLC 0.31% Add +1.5% 5,553 $824K
CNB Bank 0.32% No change 5,549 $823K
Vantus Wealth LLC 0.44% — 5,545 $822K
Creative Financial Designs Inc. 0.04% Add +0.7% 5,540 $822K
McCarter Private Wealth Services LLC 0.28% Reduce -9.7% 5,515 $818K
InvesTrust 0.31% Reduce -1.3% 5,510 $817K
Ardent Capital Management, Inc. 0.34% Reduce -11.2% 5,493 $815K
Legacy Wealth Partners, LLC 0.18% Reduce -4.0% 5,463 $810K
Armstrong Advisory Group, Inc. 0.05% Add +0.0% 5,456 $809K
Postrock Partners LLC 0.33% Add +13.3% 5,441 $807K
Glass Jacobson Investment Advisors llc 0.25% Add +5.1% 5,441 $807K
SP Asset Management LLC 0.06% Reduce -0.0% 5,441 $807K
Crews Bank & Trust 0.11% Add +2.6% 5,429 $805K
Ridgeline Wealth Planning, LLC 0.51% No change 5,414 $803K
Sunpointe, LLC 0.23% No change 5,394 $800K
Daner Wealth Management, LLC 0.43% Add +0.0% 5,316 $796K
Clark Asset Management, LLC 0.06% Add +8.8% 5,351 $794K
Costello Asset Management, INC 0.24% No change 5,339 $792K
American Investment Services, Inc. 0.17% Reduce -1.8% 5,337 $792K
Upper Left Wealth Management, LLC 0.44% Reduce -3.5% 5,336 $791K
Alhambra Investment Management LLC 0.34% Reduce -0.9% 5,318 $789K
W Advisors, LLC 0.36% Reduce -0.4% 5,313 $788K
Waddell & Associates, LLC 0.04% Reduce -0.6% 5,308 $787K
Sierra Summit Advisors LLC 0.09% No change 5,300 $786K
Hoxton Planning & Management, LLC 0.20% Reduce -1.1% 5,286 $784K
21 West Wealth Management LLC 0.67% Reduce -0.3% 5,271 $782K
Brightwater Advisory LLC 0.49% Reduce -2.0% 5,224 $775K
Carson Advisory Inc. 0.35% Add +2.4% 5,212 $773K
Clarendon Private LLC 0.50% Reduce -2.8% 5,205 $772K
BKM Wealth Management, LLC 0.27% Reduce -15.1% 5,201 $771K
JGP Wealth Management, LLC 0.07% Add +11.0% 5,196 $771K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -56.6% 5,194 $770K
Seaside Wealth Management, Inc. 0.19% Add +0.6% 5,190 $770K
Coppell Advisory Solutions LLC 0.06% New 30,936 $769K
Mosley Wealth Management 0.24% Reduce -22.0% 5,183 $769K
Fourpath Capital Management, LLC 0.10% Reduce -0.5% 5,173 $767K
Hansen & Associates Financial Group, Inc. 0.44% Add +89.4% 5,216 $766K
Private Capital Management, LLC 0.07% Add +12.4% 5,148 $763K
Calton & Associates, Inc. 0.11% Reduce -36.4% 5,140 $762K
GWN Securities Inc. 0.13% Add +1.6% 5,139 $762K
Aspen Wealth Management LLC 0.13% Reduce -1.9% 5,120 $759K
Chicago Capital, LLC 0.02% Add +155.1% 5,118 $759K
Strategic Financial Planning, Inc. 0.40% Add +53.0% 5,107 $757K
O'Keefe Stevens Advisory, Inc. 0.16% No change 5,099 $756K
Granville Capital, Inc. 0.34% No change 5,091 $755K
Sfm, LLC 0.39% Reduce -3.0% 5,079 $753K
Gilman Hill Asset Management, LLC 0.10% No change 5,075 $753K
Financial Perspectives, Inc 0.18% Add +0.2% 5,069 $752K
Winthrop Advisory Group LLC 0.05% Add +14.3% 5,057 $750K
Cowa, LLC 0.20% Reduce -1.0% 5,055 $750K
Permanens Capital L.P. 0.08% New 5,000 $742K
Kesler, Norman & Wride, LLC 0.12% Add +8.6% 4,992 $740K
Tred Avon Family Wealth, LLC 0.23% No change 4,991 $740K
Salem Investment Counselors Inc. 0.02% Add +1.2% 4,977 $738K
Keyvantage Wealth, LLC 0.28% Reduce -10.8% 4,971 $737K
Lakeridge Wealth Management LLC 0.27% Add +3.8% 4,952 $734K
BluePrint Investing LLC 0.62% Reduce -26.9% 4,949 $734K
Greystone Financial Group, LLC 0.20% Add +110.7% 4,943 $733K
High Probability Advisors, LLC 0.08% Reduce -0.8% 4,937 $732K
E&G Advisors, LLC 0.14% No change 4,927 $731K
Daymark Wealth Partners, LLC 0.02% Add +14.7% 4,911 $728K
Blue Bell Private Wealth Management, LLC 0.09% Add +2.8% 4,904 $727K
Uptick Partners, LLC 0.11% Reduce -1.3% 4,900 $727K
Wealth Group Ltd 0.14% Reduce -4.4% 4,889 $725K
Main Street Group, LTD 0.18% Reduce -14.1% 4,854 $720K
Appleton Partners Inc. 0.04% Add +18.7% 4,832 $717K
Bayban 0.55% No change 4,832 $717K
Leonard Rickey Investment Advisors P.L.L.C. 0.11% Add +14.7% 4,829 $716K
Flywheel Private Wealth LLC 0.35% Reduce -1.5% 4,824 $716K
Legacy Capital Wealth Partners, LLC 0.14% Add +0.0% 13,189 $714K
Nemes Rush Group LLC 0.06% Add +0.6% 4,813 $714K
Stelac Advisory Services LLC 0.13% Reduce -0.4% 4,797 $711K
Serenity Investment Advisors 0.30% Add +3.0% 4,859 $711K
Capital City Trust Co. 0.15% Add +1.7% 4,794 $711K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -9.1% 4,754 $705K
LMG Wealth Partners, LLC 0.11% Add +71.6% 4,751 $705K
Toth Financial Advisory Corp. 0.07% Add +26.4% 4,744 $704K
Stillwater Private Wealth, LLC 0.46% No change 4,705 $701K
Argent Advisors, Inc. 0.18% No change 4,724 $701K
Live Oak Private Wealth LLC 0.09% Reduce -4.4% 4,712 $699K
Peloton Wealth Strategists 0.27% Add +2.7% 4,709 $698K
Bonfire Financial 0.45% Add +0.0% 4,698 $697K
North Star Investment Management Corp. 0.04% Add +0.1% 4,692 $696K
Shared Vision Wealth Group LLC 0.24% Add +31.2% 4,681 $694K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,666 $692K
Symphony Financial, Ltd. Co. 0.08% Add +19.2% 4,675 $692K
Finley Financial, LLC 0.28% No change 4,660 $691K
Strategies Wealth Advisors, LLC 0.06% Add +13.4% 4,658 $691K
Arnold Financial Planning LLC 0.51% No change 4,654 $690K
Guyasuta Investment Advisors Inc. 0.04% Add +1.4% 4,652 $690K
Insight Wealth Strategies, LLC 0.07% Reduce -0.2% 4,668 $689K
Fortune Financial Advisors, LLC 0.29% Reduce -3.0% 4,634 $687K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Reduce -97.2% 8,900 $686K
Patten & Patten Inc. 0.04% No change 4,627 $686K
17 Capital Partners, LLC 0.31% Add +5.8% 4,619 $685K
Orange Investment Advisors, Inc. 0.08% Reduce -0.2% 4,618 $685K
WealthBridge Capital Management, LLC 0.14% Reduce -0.2% 4,611 $684K
Financial Council, LLC 0.22% Add +0.8% 4,608 $683K
Peddock Capital Advisors, LLC 0.14% No change 4,602 $682K
Lazard Freres Gestion S.A.S. 0.01% No change 4,602 $682K
Roan Capital Partners 0.57% Reduce -24.0% 4,596 $682K
Financial Insights, Inc. 0.18% Reduce -17.9% 4,594 $681K
Tsfg, LLC 0.09% Reduce -1.1% 4,576 $679K
DDD Partners, LLC 0.04% No change 4,563 $677K
Millennium Management 0.00% Add +77.8% 4,560 $676K
Cornerstone Planning Group LLC 0.09% Reduce -8.3% 4,637 $676K
Philadelphia Trust Co. 0.04% Reduce -1.1% 4,555 $676K
River Wealth Advisors LLC 0.07% Reduce -3.3% 4,556 $676K
Beacon Bank & Trust 0.13% No change 4,555 $676K
Stillwater Capital Advisors, LLC 0.07% Reduce -0.6% 4,552 $675K
Clare Market Investments LLC 0.12% Reduce -0.8% 4,546 $674K
Sfam, LLC 0.55% Add +1.0% 4,539 $673K
Signal Advisors Wealth, LLC 0.04% Add +172.2% 4,535 $673K
Cove Private Wealth, LLC 0.13% Add +0.6% 4,532 $672K
Jane Street Group, LLC 0.00% Reduce -98.9% 4,523 $671K
Baker Tilly Wealth Management, LLC 0.14% Reduce -3.2% 4,511 $669K
NorthCrest Asset Manangement, LLC 0.02% Add +3.5% 4,596 $669K
Advisor OS, LLC 0.04% Reduce -65.9% 4,490 $666K
Atlas Capital Advisors Inc. 0.07% Add +5.8% 4,489 $666K
Doliver Advisors, LP 0.15% No change 4,477 $664K
Modus Advisors, LLC 0.16% Reduce -3.7% 4,467 $663K
Correct Capital Wealth Management 0.11% No change 4,459 $661K
Northwest Bancshares, Inc. 0.12% Add +3.7% 4,449 $660K
Howard Capital Management Group, LLC 0.04% No change 4,449 $660K
Fiduciary Wealth Partners, LLC 0.36% No change 4,442 $659K
Pinnacle Financial Group, LLC / IL 0.16% Add +2.0% 4,432 $657K
Kachkovsky & Fisher, Inc. 0.63% — 4,407 $654K
Nicholas Hoffman & Company, LLC. 0.01% No change 4,404 $653K
MV Capital Management, Inc. 0.06% Reduce -5.7% 4,402 $653K
Balboa Wealth Partners 0.09% Reduce -6.4% 4,399 $652K
Vines Capital Management, LLC 0.53% No change 4,389 $651K
Nabity-Jensen Investment Management Inc 0.40% No change 4,380 $650K
Parkside Investments, LLC 0.07% Add +1.8% 4,370 $648K
Founders Financial Alliance, LLC 0.09% Reduce -11.2% 4,361 $647K
Pine Haven Investment Counsel, Inc 0.43% No change 4,345 $644K
GreatBanc Trust CO 0.40% Reduce -10.1% 4,340 $644K
Melfa Wealth Management, Inc. 0.35% Reduce -1.3% 4,320 $641K
Medallion Wealth Advisors, LLC 0.20% Add +3.5% 4,284 $640K
Courage Miller Partners, LLC 0.17% Reduce -0.5% 4,309 $639K
Unique Wealth Strategies, LLC 0.23% Add +71.5% 4,305 $638K
Evansbrook LLC 0.38% No change 4,304 $638K
Freestone Capital Holdings, LLC 0.02% Add +6.7% 4,298 $637K
Fortress Private Ledger, LLC 0.17% Add +3.4% 4,289 $636K
FC Advisory LLC 0.17% Reduce -0.3% 4,284 $635K
Clear Point Advisors Inc. 0.56% New 4,275 $634K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +2.4% 4,270 $633K
First PREMIER Bank 0.10% Add +7.5% 4,266 $633K
Clarity Wealth Advisors, LLC 0.11% Add +7.4% 4,254 $631K
Banque Pictet & Cie SA 0.01% No change 4,249 $630K
Milestone Asset Management Group, LLC 0.32% Add +4.1% 4,247 $630K
EPG Wealth Management LLC 0.15% Add +1.8% 4,231 $628K
Brown, Lisle/Cummings, Inc. 0.14% Reduce -4.4% 4,214 $625K
Nautilus Advisors LLC 0.37% Reduce -2.3% 4,290 $624K
Proactive Wealth Strategies LLC 0.10% Add +6.0% 4,204 $624K
Keystone Wealth Services, LLC 0.11% Add +5.5% 4,162 $617K
Leisure Capital Management 0.19% Reduce -0.4% 4,158 $617K
Portland Financial Advisors Inc 1.12% Add +17.9% 4,137 $614K
Orgel Wealth Management, LLC 0.01% Add +20.7% 4,133 $613K
ADG Wealth Management Group, LLC 0.39% Add +1.1% 4,119 $611K
Nilsine Partners, LLC 0.04% Add +3.3% 4,117 $611K
OneAscent Financial Services LLC 0.03% Add +4.5% 4,110 $610K
Woodmont Investment Counsel LLC 0.03% No change 4,090 $607K
Tribridge Partners Financial LLC 0.24% No change 4,134 $602K
Ironwood Investment Counsel, LLC 0.08% Reduce -0.2% 4,052 $601K
Bluedoor Private Wealth, LLC 0.25% No change 4,052 $601K
Hollencrest Capital Management 0.04% Add +0.0% 4,052 $601K
BSW Wealth Partners 0.07% Reduce -4.3% 4,048 $600K
Allie Family Office LLC 0.22% Reduce -4.3% 4,048 $600K
Kooman & Associates 0.16% Reduce -3.0% 4,045 $600K
SFG Wealth Management, LLC. 0.22% Reduce -13.3% 4,043 $600K
Grant Private Wealth Management Inc 0.25% Reduce -6.9% 4,040 $599K
Gouws Capital LLC 0.28% No change 4,025 $597K
HighRoad Wealth Advisors, LLC 0.50% Reduce -2.3% 4,022 $597K
Lauer Wealth, LLC 0.41% New 4,084 $594K
Lam Group, Inc. 0.29% No change 4,000 $593K
Tidal Investments LLC 0.00% Add +48.0% 3,985 $591K
Stokes Family Office, LLC 0.07% Reduce -1.7% 3,968 $588K
Douglass Winthrop Advisors, LLC 0.01% New 3,967 $588K
Dale Q Rice Investment Management Ltd 0.32% Reduce -9.2% 3,966 $588K
Diversified Enterprises, LLC 0.03% Reduce -0.1% 3,963 $588K
Decker Wealth Management LLC 0.12% No change 3,956 $587K
Polaris Investment Advisors, LLC 0.38% Reduce -0.4% 3,949 $586K
Keating Financial Advisory Services, Inc. 0.08% Reduce -5.3% 3,946 $585K
Liberty Wealth Management LLC 0.07% No change 4,704 $585K
Lantz Financial LLC 0.11% No change 3,942 $585K
Landing Point Financial Group, LLC 0.20% Reduce -22.6% 3,942 $585K
Investment Research Partners LLC 0.20% Reduce -9.2% 3,932 $583K
Aufman Associates Inc 0.23% Reduce -0.3% 3,931 $583K
Virtue Asset Management LLC 0.42% Add +42.3% 3,928 $583K
Studio Investment Management LLC 0.10% Reduce -6.4% 3,915 $581K
Petros Family Wealth, LLC 0.35% Add +2.0% 3,911 $580K
Ballentine Capital Advisors, Inc 0.22% Reduce -4.8% 3,908 $580K
SMART Wealth LLC 0.12% New 3,886 $576K
F&V Capital Management, LLC 0.11% Add +2.9% 3,880 $575K
Foster & Motley Inc. 0.03% Add +14.1% 3,875 $575K
BankPlus Trust Department 0.13% Add +13.6% 3,877 $575K
Mosaic Family Wealth Partners, LLC 0.04% Add +51.3% 3,872 $574K
AA Financial Advisors, LLC 0.07% Add +1.8% 3,859 $572K
Simplex Trading, LLC 0.01% Add +3189.7% 3,849 $571K
Mosaic Financial Group, LLC 0.36% Reduce -1.0% 3,842 $570K
Duncker Streett & Co. Inc. 0.10% No change 3,843 $570K
Prospera Capital Management, LLC 0.18% New 3,876 $569K
Veracity Capital LLC 0.15% Add +0.1% 3,832 $568K
Avondale Wealth Management 0.23% Reduce -16.4% 3,830 $568K
ARS Investment Partners, LLC 0.02% Add +9.4% 3,828 $568K
SteelPeak Wealth, LLC 0.01% Reduce -0.0% 3,807 $565K
Legacy Wealth Managment, LLC 0.23% Add +48.4% 3,793 $563K
Alerus Financial NA 0.02% No change 3,791 $562K
Primoris Wealth Advisors, LLC 0.26% Reduce -14.2% 3,776 $560K
Avail Investment Partners, LLC 0.43% Reduce -0.7% 3,772 $559K
Carbahal Olsen Financial Services Group, LLC 0.39% Reduce -0.5% 3,770 $559K
Plum Street Advisors, LLC 0.18% Reduce -6.1% 3,762 $558K
Cherry Tree Wealth Management, LLC 0.10% No change 3,754 $557K
Altus Wealth Group LLC 0.20% No change 3,749 $556K
3EDGE Asset Management, LP 0.02% Reduce -48.4% 3,742 $555K
T. Rowe Price Associates Inc. 0.00% No change 3,724 $553K
NCM Capital Management, LLC 0.17% No change 3,728 $553K
Brady Martz Wealth Solutions, LLC 0.08% Add +13.9% 3,727 $553K
Stonebridge Capital Advisors LLC 0.04% Add +11.7% 3,710 $550K
Haverford Financial Services, Inc. 0.16% No change 3,704 $549K
GW Henssler & Associates Ltd. 0.02% Reduce -30.7% 3,696 $548K
Everest Financial Group LLC 0.07% Add +0.4% 3,697 $548K
Bfsg, LLC 0.05% No change 3,688 $547K
Ashford Advisors, LLC 0.11% No change 3,685 $547K
West Michigan Advisors, LLC 0.10% Reduce -3.9% 3,684 $546K
Citadel Advisors 0.00% New 3,677 $545K
Sentinel Trust Co. Lba 0.05% No change 3,672 $545K
Kwmg, LLC 0.04% Reduce -0.2% 3,662 $543K
Garner Asset Management Corp 0.18% Reduce -1.3% 3,657 $542K
Hixon Zuercher, LLC 0.16% No change 3,656 $542K
Taylor & Morgan Wealth Management, LLC 0.27% Add +8.9% 3,651 $541K
Roble, Belko & Company, Inc 0.06% No change 3,651 $541K
Sovran Advisors, LLC 0.04% Reduce -1.5% 3,695 $541K
Howard Wealth Management, LLC 0.20% Reduce -2.2% 3,632 $539K
Bedel Financial Consulting, Inc. 0.05% Reduce -13.9% 3,622 $537K
PSI Advisors, LLC 0.12% Add +7.8% 3,616 $536K
Wagner Wealth Management, LLC 0.10% Add +18.5% 3,612 $536K
LifeSteps Financial, Inc. 0.25% Reduce -4.2% 3,599 $534K
Stonehaven Wealth & Tax Solutions, LLC 0.43% Add +8.8% 3,594 $533K
Everhart Financial Group, Inc. 0.03% Add +2.5% 3,593 $533K
Red Door Wealth Management, LLC 0.05% Reduce -0.1% 3,584 $532K
Somerset Trust Co 0.15% Reduce -2.7% 3,582 $531K
CFM Wealth Partners LLC 0.07% No change 3,577 $531K
Private Management Group Inc. 0.01% Add +0.7% 3,576 $530K
Traub Capital Management LLC 0.47% Add +0.4% 3,558 $528K
BlueStem Wealth Partners, LLC 0.05% Reduce -3.8% 3,546 $526K
Crux Wealth Advisors 0.18% Add +0.3% 3,538 $525K
EJMK Ventures LLC 0.24% Reduce -11.1% 3,534 $524K
Wiser Advisor Group LLC 0.57% Add +0.3% 3,511 $521K
Wellington Grp LLC 0.14% Reduce -1.5% 3,506 $520K
Asempa Wealth Advisors 0.40% Add +0.1% 3,505 $520K
Shepherd Financial Partners LLC 0.04% No change 3,502 $519K
Rayburn West Financial Services LLC 0.29% No change 3,500 $519K
KCM Investment Advisors LLC 0.02% Reduce -2.2% 3,500 $519K
Cascade Financial Partners, LLC 0.05% Reduce -3.4% 3,500 $519K
Team Hewins, LLC 0.14% No change 3,482 $516K
Castle Wealth Management LLC 0.15% Add +9.8% 3,468 $514K
Willner & Heller, LLC 0.32% Reduce -0.2% 3,454 $512K
Sterling Capital Management LLC 0.01% Reduce -1.0% 3,443 $511K
Petra Financial Advisors Inc. 0.24% No change 3,427 $508K
Thomasville National Bank 0.03% — 3,415 $506K
Winnacle Wealth LLC 0.34% Add +72.5% 3,413 $506K
Bensler, LLC 0.04% Add +1.9% 3,404 $505K
Everett Harris & Co. 0.01% Add +13.3% 3,400 $504K
Truvestments Capital LLC 0.07% Add +9.5% 3,551 $503K
Kinetic Wealth Investment Advisors LLC 0.24% — 3,388 $503K
PW Nova Financial Services LLC 0.11% Reduce -0.9% 3,381 $501K
SeaCrest Wealth Management, LLC 0.06% Reduce -11.9% 3,381 $501K
Independent Wealth Network Inc. 0.13% Add +1.4% 3,380 $501K
Hantz Financial Services, Inc. 0.01% Add +9.2% 3,376 $501K
Ballast, Inc. 0.09% Reduce -0.1% 3,374 $500K
TCP Asset Management, LLC 0.06% Add +1.6% 3,367 $499K
Private Wealth Management Group, LLC 0.12% No change 3,363 $499K
Synergy Investment Management, LLC 0.12% Add +5.3% 3,365 $498K
DKM Wealth Management, Inc. 0.33% Reduce -1.8% 3,352 $497K
Midwest Financial Partners Investments, Inc. 0.21% Add +1.1% 3,337 $495K
Wetzel Investment Advisors, Inc. 0.17% Reduce -37.0% 3,335 $495K
Edgestream Partners, L.P. 0.01% New 3,329 $494K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -55.7% 3,323 $493K
Fortune Financial Group, Inc. 0.39% Reduce -6.7% 3,316 $492K
Fund Evaluation Group, LLC 0.01% Reduce -0.7% 3,306 $490K
Capstone Financial Advisors, Inc. 0.02% Reduce -0.8% 3,302 $490K
Radnor Capital Management, LLC 0.07% Reduce -0.3% 3,295 $489K
Bienville Capital Management, LLC 0.07% New 3,292 $488K
Norden Group LLC 0.04% Add +4.5% 3,287 $487K
Bath Savings Trust Co 0.05% No change 3,283 $487K
4WEALTH Advisors, Inc. 0.37% Add +4.0% 3,297 $486K
Washington Trust Bank 0.03% Add +4.0% 3,265 $484K
Equita Financial Network, Inc. 0.13% Add +0.4% 3,264 $484K
Northbridge Financial Group, LLC 0.19% Reduce -10.4% 3,260 $484K
Dagco, Inc. 0.09% No change 3,241 $481K
CBIZ Investment Advisory Services, LLC 0.02% No change 3,861 $480K
Trust Co 0.04% Reduce -29.4% 3,234 $480K
First Trust Advisors LP 0.00% Reduce -2.6% 3,229 $479K
Mitchell Capital Management Co. 0.07% Reduce -1.6% 3,225 $478K
Maia Wealth LLC 0.07% Reduce -25.6% 3,224 $478K
Independent Wealth Advisors LLC 0.43% Add +75.3% 3,222 $478K
LexAurum Advisors, LLC 0.06% Reduce -4.8% 3,201 $475K
Stonebridge Financial Group, LLC 0.07% — 3,200 $474K
Kaydan Wealth Management, Inc. 0.14% Add +0.5% 3,195 $474K
RFP Financial Group LLC 0.21% Reduce -18.1% 3,174 $471K
Tassel Capital Management, Inc. 0.22% Reduce -29.9% 3,173 $471K
Arbor Wealth Advisors LLC 0.29% No change 3,164 $469K
Teamwork Financial Advisors, LLC 0.04% Reduce -4.0% 3,164 $469K
Ameriflex Group, Inc. 0.19% Add +2.7% 3,153 $468K
Financial Freedom, LLC 0.21% Add +0.2% 3,147 $467K
Fortis Capital Management LLC 0.05% Add +0.3% 3,143 $466K
Endeavor Private Wealth, Inc. 0.11% Reduce -0.4% 3,142 $466K
Rothschild Capital Partners, LLC 0.10% Add +40.5% 3,140 $466K
TOP Private Wealth LLC. 0.45% — 3,140 $466K
Guardian Asset Advisors, LLC 0.21% Reduce -83.3% 3,141 $466K
Legacy Edge Advisors, LLC 0.04% No change 3,133 $465K
Stirlingshire Investments, Inc. 0.34% Reduce -10.0% 3,131 $464K
Tenzing Financial LLC 0.32% Add +2.6% 3,147 $462K
Penobscot Wealth Management 0.12% Add +4.0% 3,112 $462K
Moneywise, Inc. 0.17% Add +2.5% 3,112 $462K
William Howard & Co Financial Advisors Inc 0.36% Add +0.0% 3,103 $460K
Dynamic Technology Lab Private Ltd 0.10% New 3,100 $460K
Horizon Investment Services, LLC 0.13% Add +0.0% 3,094 $459K
Highland Capital Management, LLC 0.02% No change 3,093 $459K
New England Private Wealth Advisors LLC 0.04% Add +0.1% 3,161 $458K
Rainey & Randall Wealth Advisors Inc. 0.07% Reduce -0.6% 3,087 $458K
Professional Financial Advisors, LLC 0.08% Reduce -46.1% 3,082 $457K
Lawood & Co. 0.31% Reduce -1.2% 3,072 $456K
Copia Wealth Management 0.27% Add +1.3% 3,071 $455K
Redmond Asset Management, LLC 0.11% Add +3.7% 3,064 $454K
Heritage Trust Co 0.04% No change 3,054 $453K
Westwood Holdings Group Inc. 0.00% Reduce -9.5% 3,041 $451K
Sage Capital Management, LLC 0.18% Add +0.2% 3,035 $450K
Towerpoint Wealth, LLC 0.16% Reduce -13.7% 3,032 $450K
Darwin Wealth Management, LLC 0.12% Add +0.3% 3,027 $449K
Watershed Private Wealth LLC 0.13% No change 3,021 $448K
Meramec Financial Planners, LLC 0.16% Reduce -2.1% 3,076 $448K
SIMA Wealth Partners, LLC 0.32% Reduce -5.8% 3,016 $447K
Great Oak Capital Partners, LLC 0.10% Reduce -29.6% 3,080 $447K
M1 Capital Management LLC 0.16% Add +0.0% 3,008 $446K
Investment Partners Asset Management, Inc. 0.25% Reduce -1.2% 3,005 $446K
Downshift Financial, LLC 0.20% Reduce -0.2% 3,003 $445K
Prelude Capital Management, LLC 0.03% Reduce -70.0% 3,000 $445K
Denver Wealth Management, Inc. 0.13% Add +6.0% 2,998 $445K
Rainier Family Wealth Inc. 0.25% Reduce -1.0% 2,992 $444K
Market Street Wealth Management Advisors LLC 0.06% Reduce -4.3% 2,992 $444K
Sentry LLC 0.12% No change 2,980 $442K
Henderson Brothers Financial Partners, LLC 0.21% Reduce -49.9% 2,974 $441K
Andrews Advisory Associates, LLC 0.21% No change 2,973 $441K
Aegis Wealth Management LLC 0.21% New 2,970 $440K
Pacific Sage Partners, LLC 0.06% Reduce -0.9% 2,957 $439K
WealthPlan Investment Management, LLC 0.02% Reduce -20.1% 2,948 $437K
Collaborative Wealth Managment Inc. 0.18% Add +1.1% 2,930 $435K
Aureus Asset Management, LLC 0.03% Add +9.5% 2,927 $434K
Newport Capital Group, LLC 0.24% Add +5.3% 2,924 $434K
Level Wealth Management LLC 0.17% Add +0.1% 2,916 $432K
Seelaus Asset Management LLC 0.31% Reduce -3.9% 2,913 $432K
CGN Advisors LLC 0.03% Reduce -0.2% 2,911 $432K
Kingsman Wealth Management, Inc. 0.20% Add +0.3% 2,906 $431K
Rothschild Investment LLC 0.02% No change 2,905 $431K
Pinney & Scofield, Inc. 0.21% No change 2,904 $431K
Hickory Point Bank & Trust 0.26% No change 2,901 $430K
Oarsman Capital, Inc. 0.05% Add +0.2% 2,899 $430K
Midwest Capital Advisors, LLC 0.17% Reduce -0.6% 2,898 $430K
Innova Wealth Partners 0.18% Add +0.6% 2,892 $429K
Graetz Wealth LLC 0.34% Reduce -2.1% 2,890 $429K
Partners in Financial Planning 0.07% Reduce -10.2% 2,890 $429K
Hirtle & Co., LLC 0.01% No change 2,890 $429K
Traveka Wealth, LLC 0.14% Reduce -1.8% 2,880 $427K
Buttonwood Financial Advisors Inc. 0.13% Reduce -2.4% 2,873 $426K
Rockbridge Investment Management, LCC 0.03% Add +16.1% 2,873 $426K
Kirtland Hills Capital Management, LLC 0.12% New 2,871 $426K
McRae Capital Management Inc. 0.08% Add +0.9% 2,871 $426K
FWG Investments, LLC. 0.22% Reduce -28.4% 2,860 $424K
Epiq Partners, LLC 0.18% Add +0.1% 2,852 $423K
Murphy, Middleton, Hinkle & Parker, Inc. 0.17% No change 2,847 $422K
Poehling Capital Management, INC. 0.09% Reduce -16.2% 2,843 $422K
Wallace Advisory Group, LLC 0.40% No change 2,843 $422K
Core Wealth Partners LLC 0.18% No change 2,840 $421K
Corundum Group, Inc. 0.12% Reduce -61.3% 2,840 $421K
Financial Advisors Network, Inc. 0.05% Add +2.9% 2,838 $421K
Checchi Capital Advisers, LLC 0.03% Reduce -6.2% 2,829 $420K
Johnson Bixby & Associates, LLC 0.05% Reduce -2.9% 2,820 $418K
Trademark Financial Management, LLC 0.17% Reduce -5.1% 2,812 $417K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -42.3% 2,817 $417K
Marco Investment Management LLC 0.03% Reduce -1.2% 2,806 $416K
Sterling Investment Management, LLC 0.23% Reduce -10.7% 2,797 $415K
Mitchell McLeod Pugh & Williams Inc. 0.05% Add +24.8% 2,795 $415K
Frisco Financial Planning LLC 0.31% Reduce -1.8% 2,792 $414K
PAX Financial Group, LLC 0.06% Reduce -7.0% 2,782 $413K
Collier Financial 0.28% Add +4.7% 2,776 $412K
Woodstock Corp. 0.03% Reduce -19.6% 2,773 $411K
Thayer Partners, LLC / MA 0.17% Reduce -4.8% 2,773 $411K
Clarity Capital Advisors, LLC 0.17% Add +0.3% 2,768 $410K
Van Hulzen Asset Management, LLC 0.03% Reduce -1.7% 2,766 $410K
Oxinas Partners, LLC 0.16% No change 2,763 $410K
Vantage Point Financial LLC 0.13% Add +0.1% 2,762 $410K
Harbor Asset Planning, Inc. 0.31% Reduce -12.6% 2,760 $409K
Acorn Financial Advisory Services Inc. 0.05% Reduce -2.0% 2,757 $409K
Integrity Wealth Solutions LLC 0.15% Add +1.0% 2,756 $409K
Family Manage LLC 0.04% No change 2,753 $408K
Ceera Investments, LLC 0.17% Add +0.5% 2,752 $408K
Sage Rhino Capital LLC 0.07% Add +0.9% 2,744 $407K
KFG Wealth Management, LLC 0.05% Add +37.0% 2,734 $405K
RMR Capital Management, LLC 0.28% No change 2,729 $405K
MJP Associates Inc. 0.04% Add +12.9% 2,726 $404K
Eight 31 Financial, LLC 0.24% Add +2.6% 2,721 $404K
Opal Wealth Advisors, LLC 0.09% Add +2.6% 2,718 $403K
Elevated Capital Advisors, LLC 0.11% Add +0.2% 2,714 $402K
one8zero8, LLC 0.08% Add +0.4% 2,713 $402K
Rockingstone Advisors LLC 0.16% No change 2,705 $401K
Wilkerson Advisory Group LLC 0.12% Add +3.7% 2,696 $400K
Pallas Capital Advisors LLC 0.01% Add +29.0% 2,688 $399K
Barnes Pettey Financial Advisors, LLC 0.12% Add +0.1% 2,678 $397K
Strata Wealth Advisors, LLC 0.10% Add +5.7% 2,670 $396K
Stiles Financial Services Inc 0.10% Add +1.6% 2,668 $396K
IAG Wealth Partners, LLC 0.04% Add +1.7% 2,657 $394K
Impact Partnership Wealth, LLC 0.04% Add +40.6% 2,657 $394K
Weaver Capital Management LLC 0.09% No change 3,169 $394K
Burk Holdings LLC 0.15% No change 2,654 $394K
Krane Financial Solutions LLC 0.24% Reduce -0.5% 2,653 $394K
Kendall Capital Management 0.07% Reduce -0.5% 2,644 $392K
Walleye Partners, LLC 0.45% Reduce -0.3% 2,640 $392K
Davidson Investment Advisors 0.02% Add +0.8% 2,637 $391K
ARS Wealth Advisors Group, LLC 0.03% Add +0.1% 2,636 $391K
Clearwave Capital, LLC 0.22% Reduce -16.5% 2,633 $391K
Curtis Advisory Group, LLC 0.08% No change 2,616 $388K
Good Harbor Advisors, Inc. 0.38% No change 2,615 $388K
Frank, Rimerman Advisors LLC 0.02% Reduce -0.0% 2,614 $388K
Steinberganna Wealth Management 0.16% Add +0.1% 2,611 $387K
Bond & Devick Financial Network, Inc. 0.10% No change 2,606 $386K
Riverbend Wealth Management, LLC 0.20% No change 2,604 $386K
Elgethun Capital Management 0.05% No change 2,603 $386K
Garden State Investment Advisory Services LLC 0.08% Reduce -0.6% 2,594 $385K
Realta Investment Advisors 0.12% Reduce -12.4% 2,593 $385K
Gerber, LLC 0.18% No change 2,593 $385K
SPWM Advisors LLC 0.35% Add +0.3% 2,632 $384K
Avantax Planning Partners, Inc. 0.01% New 2,577 $382K
ICONIQ Capital, LLC 0.01% Add +0.0% 2,576 $382K
Hobbs Group Advisors, LLC 0.10% Add +0.1% 2,563 $380K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,554 $379K
Twin Peaks Wealth Advisors, LLC 0.09% Add +27.9% 2,552 $378K
Segment Wealth Management, LLC 0.02% Reduce -4.8% 2,550 $378K
Cardinal Point Capital Management ULC 0.02% Add +29.4% 2,547 $378K
Stephen J. Garry & Associates, LLC 0.28% No change 2,546 $378K
Glassman Wealth Services 0.05% Add +3.1% 2,543 $377K
Marshall Financial Group, LLC 0.06% Reduce -25.4% 2,542 $377K
Chancellor Financial Group WB LP 0.23% Reduce -5.5% 2,535 $376K
Tenon Financial LLC 0.12% Add +23.6% 2,533 $376K
M3 Advisory Group, LLC 0.19% Reduce -0.0% 2,532 $376K
Fermata Advisors, LLC 0.08% Reduce -11.8% 2,531 $375K
Chatterton & Associates Inc. 0.22% Add +6.7% 2,576 $375K
Intentional Wealth Strategies, LLC 0.35% Reduce -11.1% 2,523 $374K
Brand Asset Management Group, Inc. 0.08% Add +0.1% 2,521 $374K
Creekmur Asset Management LLC 18.08% Add +25.2% 2,519 $374K
B.O.S.S. Retirement Advisors, LLC 0.10% Reduce -1.1% 2,514 $373K
Signet Investment Advisory Group, Inc. 0.16% No change 2,507 $372K
North Star Asset Management Inc. 0.01% No change 2,504 $371K
D.B. Root & Company, LLC 0.08% Add +0.1% 2,490 $369K
Whalen Wealth Management Inc. 0.17% Add +44.9% 2,475 $367K
Silver Grove Financial Group, Inc. 0.20% Add +4646.1% 2,468 $366K
Rhodes Investment Advisors Inc. 0.27% Add +6.5% 2,466 $366K
Drum Hill Capital, LLC 0.38% No change 2,465 $366K
Boyum Wealth Architects LLC 0.15% No change 2,519 $365K
Aprio Wealth Management, LLC 0.02% Reduce -75.8% 2,453 $364K
Schroder Investment Management Group 0.00% No change 2,450 $363K
Foundry Financial Group, Inc. 0.16% Reduce -8.7% 2,446 $363K
Aries Wealth Management 0.07% No change 2,446 $363K
Highland Investment Advisors LLC 0.16% — 2,440 $362K
Cim, LLC 0.05% Reduce -8.4% 2,437 $361K
Investmark Advisory Group LLC 0.14% Add +0.3% 2,432 $361K
New Insight Wealth Advisors 0.11% Add +4.3% 2,427 $360K
Octavia Wealth Advisors, LLC 0.03% Reduce -1.0% 2,421 $359K
Slagle Financial, LLC 0.11% Add +0.2% 2,421 $359K
Avaii Wealth Management, LLC 0.11% Reduce -23.0% 2,420 $359K
Lifelong Wealth Advisors, Inc. 0.08% Reduce -0.3% 2,415 $358K
Webster Bank, N. A. 0.03% Reduce -0.9% 2,413 $358K
Stanley-Laman Group, Ltd. 0.04% Add +6.5% 2,412 $358K
Master's Wealth Management Inc. 0.11% Add +1.5% 2,411 $358K
Mairs & Power Inc. 0.00% No change 2,410 $357K
Purewater Capital LLC 0.26% Reduce -8.6% 2,409 $357K
Meadowbrook Advisors Group, LLC 0.19% Reduce -20.4% 2,407 $357K
Southland Equity Partners LLC 0.06% Reduce -5.1% 2,401 $356K
Cohen Klingenstein LLC 0.01% No change 2,400 $356K
Wealth Analytics Partners, LLC 0.13% Reduce -0.0% 2,448 $356K
Tableaux LLC 0.15% No change 2,392 $355K
IRON Financial LLC 0.15% No change 2,388 $354K
Financial Consulate, Inc. 0.04% Reduce -0.1% 2,388 $354K
Coastwise Capital Group, LLC 0.21% Add +0.3% 2,387 $354K
Davidson Capital Management Inc. 0.06% No change 2,384 $354K
Infinity Wealth Counsel, LLC 0.29% No change 2,382 $353K
Blue Zone Wealth Advisors, LLC 0.06% Add +0.5% 2,377 $353K
Horst & Graben Wealth Management LLC 0.05% Add +3.2% 2,390 $352K
Aberdeen Wealth Management LLC 0.17% No change 2,376 $352K
Portside Wealth Group, LLC 0.04% New 2,375 $352K
Compass Planning Associates Inc 0.19% New 2,371 $352K
Peregrine Asset Advisers, Inc. 0.08% Reduce -3.1% 2,370 $351K
Forum Financial Management, LP 0.00% Add +0.2% 2,370 $351K
Capital Investment Management, Inc. 0.11% Reduce -0.3% 2,362 $350K
Werba Rubin Papier Wealth Management 0.04% Add +1.0% 2,352 $349K
Richardson Capital Management LLC 0.15% Reduce -1.3% 2,349 $348K
Resolute Capital, LLC 0.12% New 2,338 $347K
Trail Ridge Investment Advisors, LLC 0.15% Reduce -3.3% 2,335 $346K
Bcwm, LLC 0.10% Add +2.3% 2,330 $346K
Chris Bulman Inc 0.13% No change 2,327 $345K
BOS Asset Management, LLC 0.08% No change 2,315 $343K
Bernardo Wealth Planning LLC 0.06% Add +20.0% 2,312 $343K
Shum Financial Group, Inc. 0.21% Add +29.6% 2,305 $342K
Strategy Asset Managers LLC 0.05% Reduce -6.7% 2,304 $342K
USA Financial Formulas 0.06% — 2,301 $341K
Blodgett Wealth Advisors, LLC 0.23% Reduce -14.8% 2,295 $340K
Members Wealth LLC 0.19% No change 2,292 $340K
West Bancorporation Inc. 0.15% Add +1.5% 2,292 $340K
Sand Hill Global Advisors, LLC 0.01% Reduce -1.3% 2,291 $340K
O'ROURKE & COMPANY, Inc 0.12% Reduce -7.2% 2,290 $340K
Stonebridge Financial Group, LLC / MO 0.23% Reduce -0.0% 2,289 $339K
Heritage Wealth Management, Inc. 0.08% New 2,287 $339K
55 North Private Wealth, LLC 0.07% Reduce -0.6% 2,285 $339K
BTC Capital Management, Inc. 0.02% Reduce -45.4% 2,281 $338K
Bank of New Hampshire 0.07% No change 2,278 $338K
Osbon Capital Management LLC 0.26% No change 2,277 $338K
Seascape Capital Management 0.08% No change 2,262 $335K
DeLarme Wealth Management, Inc. 0.19% Reduce -7.7% 2,257 $335K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +4.0% 2,246 $333K
American Wealth Advisors, LLC 0.31% Reduce -1.6% 2,244 $333K
Commerce Advisors, LLC 0.18% Add +32.6% 2,242 $333K
FSA Advisors, Inc. 0.15% New 2,240 $332K
Farmers National Bank 0.07% Reduce -1.4% 2,239 $332K
Briggs Wealth Management, Inc 0.30% No change 2,238 $332K
DDFG, Inc 0.07% Reduce -0.8% 2,237 $332K
FF Advisors,LLC 0.12% Reduce -17.1% 2,222 $330K
DV Trading LLC 0.03% New 2,218 $329K
Morton Capital Management LLC 0.04% Add +1.6% 2,217 $329K
Elevatus Welath Management 0.08% Add +3.9% 2,206 $327K
Presilium Private Wealth, LLC 0.05% Reduce -5.3% 2,197 $326K
Concord Wealth Partners 0.04% Reduce -2.9% 2,197 $326K
Investment Research & Advisory Group, Inc. 0.10% Add +0.1% 2,055 $325K
FSB Premier Wealth Management, Inc. 0.09% Add +0.1% 2,189 $325K
William Mack & Associates, Inc. 0.11% New 2,187 $324K
Patten Group, Inc. 0.05% No change 2,181 $323K
Drucker Wealth 3.0, LLC 0.05% Add +27.6% 2,179 $323K
Birchwood Financial Partners, Inc. 0.26% Add +0.7% 2,176 $323K
Weaver Consulting Group 0.07% Add +0.2% 2,175 $323K
Vermillion Wealth Management, Inc. 0.08% Reduce -20.4% 2,167 $321K
Schnieders Capital Management, Llc. 0.04% No change 2,162 $321K
Osborne Partners Capital Management, LLC 0.02% Reduce -17.3% 2,160 $320K
Ifrah Financial Services, Inc. 0.08% Reduce -0.3% 2,160 $320K
Curated Wealth Partners LLC 0.04% No change 2,160 $320K
Pegasus Asset Management, Inc. 0.09% No change 2,155 $320K
Welch Group, LLC 0.01% Reduce -9.7% 2,152 $319K
Bill Few Associates, Inc. 0.07% Reduce -0.1% 2,145 $318K
Sterling Wealth Management, Inc. 0.08% Add +0.1% 2,140 $317K
Anchor Capital Advisors LLC 0.01% Reduce -25.7% 2,140 $317K
FWG Holdings, LLC 0.11% New 2,191 $317K
Beaton Management Co. Inc. 0.13% No change 2,139 $317K
Swmg, LLC 0.07% Reduce -63.8% 2,180 $317K
City State Bank 0.07% Add +0.1% 2,134 $316K
Moment Partners, LLC 0.06% No change 2,133 $316K
SRH Advisors, LLC 0.08% No change 2,129 $316K
Soundwatch Capital LLC 0.03% No change 2,119 $314K
Petix & Botte Co 0.06% Add +206.5% 2,115 $314K
Channel Wealth LLC 0.07% Reduce -0.2% 2,113 $313K
Sidoxia Capital Management, LLC 0.23% No change 2,112 $313K
Voisard Asset Management Group, Inc. 0.06% Add +0.2% 2,112 $313K
Jim Saulnier & Associates, LLC 0.13% Add +15.3% 2,109 $313K
Platform Technology Partners 0.05% Add +14.2% 2,105 $312K
ICW Investment Advisors LLC 0.11% No change 2,104 $312K
Potomac Fund Management Inc. 0.01% Reduce -4.8% 2,101 $312K
Stonebrook Private Inc. 0.06% Add +20.1% 2,089 $310K
Colonial River Investments, LLC 0.09% Reduce -21.0% 2,083 $309K
Archford Capital Strategies, LLC 0.03% Reduce -0.2% 2,083 $309K
Kera Capital Partners, Inc. 0.03% Add +0.1% 2,082 $309K
Advisory Advocates, LLC 0.26% Add +26.8% 2,078 $308K
Syntegra Private Wealth Group, LLC 0.02% Reduce -0.1% 2,072 $307K
Dudley Capital Management, LLC 0.12% Reduce -9.6% 2,064 $306K
German American Bancorp, Inc. 0.02% New 2,060 $306K
Sachetta, LLC 0.15% No change 2,058 $305K
Thompson Siegel & Walmsley LLC 0.01% Add +9.6% 2,059 $305K
Tobias Financial Advisors, Inc. 0.04% Reduce -10.1% 2,053 $304K
Souders Financial Advisors 0.03% Reduce -0.4% 2,050 $304K
Sierra Capital LLC 0.03% No change 2,045 $303K
Bank of Hawaii 0.01% No change 2,045 $303K
Wealthfront Advisers LLC 0.00% New 2,042 $303K
Allodium Investment Consultants, LLC 0.13% Reduce -14.1% 2,041 $303K
REDW Wealth LLC 0.11% Reduce -9.2% 2,035 $302K
Successful Portfolios LLC 0.14% Reduce -0.1% 2,072 $302K
Rosenberg Matthew Hamilton 0.06% No change 2,030 $301K
Patton Albertson Miller Group, LLC 0.03% Reduce -6.7% 2,030 $301K
Aspiring Ventures, LLC 0.08% Reduce -29.8% 2,028 $301K
Navis Wealth Advisors, LLC 0.11% Add +1.7% 2,023 $300K
Global Financial Private Client, LLC 0.08% Add +6.4% 2,018 $299K
Van Diest Capital, LLC 0.27% Add +6.9% 2,016 $299K
Compass Financial Group, Inc. (Ohio) 0.20% Reduce -19.0% 2,013 $298K
Natural Investments, LLC 0.07% Reduce -0.1% 2,013 $298K
Private Client Services, LLC 0.08% Reduce -8.3% 2,009 $298K
Sun Financial Inc 0.14% Reduce -0.1% 2,010 $298K
Eclectic Associates Inc. 0.03% No change 2,006 $298K
LongView Wealth Management 0.08% Add +5.7% 2,006 $297K
Quent Capital, LLC 0.02% No change 2,002 $297K
Rockport Wealth LLC 0.05% Add +0.1% 1,997 $296K
Cedrus Wealth Group LLC 0.26% Reduce -65.3% 1,997 $296K
Lavaca Capital LLC 0.03% Add +121.8% 1,994 $296K
BCGM Wealth Management, LLC 0.06% Reduce -0.9% 1,991 $295K
Kestra Investment Management, LLC 0.01% Reduce -21.5% 1,987 $295K
PDS Planning, Inc 0.02% Add +3.3% 1,987 $295K
Oak Barrel Wealth Advisory LLC 0.13% — 1,982 $294K
Clearstead Trust, LLC 0.04% No change 1,967 $292K
Investment Partners, LTD. 0.09% Add +6.5% 1,966 $292K
Daytona Street Capital LLC 0.21% No change 2,000 $291K
First American Trust, FSB 0.02% Add +4.9% 1,958 $290K
Integrated Wealth Management 0.31% Reduce -1.7% 1,957 $290K
Brindle & Bay Financial Advisors, LLC 0.14% Add +0.3% 1,952 $290K
Maryland Capital Advisors Inc. 0.09% — 1,950 $289K
Revisor Wealth Management LLC 0.07% Reduce -0.4% 1,949 $289K
Guardian Wealth Advisors, LLC 0.14% Reduce -2.1% 1,945 $288K
Prasad Wealth Partners, LLC 0.07% Add +0.3% 1,945 $288K
Dickmeyer Boyce Financial Management, Inc. 0.15% Add +1.6% 1,945 $288K
D L Carlson Investment Group Inc. 0.05% No change 1,937 $287K
Alexander Randolph Advisory, Inc. 0.24% Reduce -65.1% 1,937 $287K
Carret Asset Management, LLC 0.03% Add +0.1% 1,935 $287K
Versant Capital Management, Inc 0.03% No change 1,933 $287K
Falcon Wealth Planning 0.02% No change 1,930 $286K
Parcion Private Wealth LLC 0.02% Add +2.9% 1,925 $285K
Legacy Financial Advisors, Inc. 0.03% No change 1,921 $285K
Valued Wealth Advisors LLC 0.10% No change 1,919 $285K
Fairman Group, LLC 0.22% Add +20.3% 1,917 $284K
Hilltop Partners LLC 0.07% Reduce -1.4% 1,912 $284K
Vernal Point Advisors, LLC 0.10% No change 1,906 $283K
Signet Private Wealth LLC 0.23% Add +0.1% 1,904 $282K
Zullo Investment Group, Inc. 0.10% Reduce -1.0% 1,902 $282K
McMillan Office, Inc. 0.03% No change 1,900 $282K
Atlas Private Wealth Advisors 0.06% Add +0.3% 1,892 $281K
Lakeshore Capital Group, Inc. 0.21% No change 1,890 $280K
Nicollet Investment Management, Inc. 0.09% No change 1,885 $280K
Gradient Investments LLC 0.00% New 1,885 $280K
Miramontes Capital, LLC 0.09% Reduce -12.5% 1,882 $279K
Aspen Investment Management Inc 0.07% New 1,878 $279K
Smith Salley Wealth Management 0.01% New 1,877 $278K
Walled Lake Planning & Wealth Management, LLC 0.07% Add +0.3% 1,873 $278K
Hughes Financial Services, LLC 0.04% No change 1,872 $278K
Legacy Bridge, LLC 0.09% No change 1,871 $277K
Northeast Planning Associates, Inc. / NH / 0.21% No change 1,865 $277K
First Financial Corp. 0.10% Add +1.4% 1,860 $276K
Isthmus Partners, LLC 0.03% No change 1,859 $276K
PUREfi Wealth, LLC 0.15% New 1,857 $275K
Inspire Trust Co, N.A. 0.04% No change 1,855 $275K
Resolute Wealth Strategies, LLC 0.11% Add +0.1% 1,854 $275K
Independence Bank of Kentucky 0.03% Reduce -2.5% 1,850 $274K
Stablepoint Partners, LLC 0.04% No change 1,848 $274K
Arista Wealth Management, LLC 0.03% No change 1,848 $274K
Breachway Investments LLC 0.41% No change 1,845 $274K
Paragon Capital Management LLC 0.13% Reduce -27.6% 1,835 $272K
Jacobs & Co. 0.02% No change 1,836 $272K
Hengehold Capital Management LLC 0.02% Reduce -0.7% 1,831 $272K
Cornerstone Wealth, LLC 0.14% New 1,852 $271K
Oakmont Advisory Group, LLC 0.23% Reduce -1.2% 1,822 $270K
Inspirion Wealth Advisors, LLC 0.03% Add +1.0% 1,831 $270K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -2.6% 1,820 $270K
Rydar Equities, Inc. 0.15% New 1,846 $270K
Strategent Financial, LLC 0.16% Add +6.8% 1,817 $269K
Curran Financial Partners, LLC 0.04% Add +9.9% 1,816 $269K
Kapstone Financial Advisors LLC 0.11% Reduce -0.6% 1,815 $269K
Madrona Financial Services, LLC 0.05% Add +0.1% 1,802 $267K
Piscataqua Savings Bank 0.18% Reduce -2.1% 1,798 $267K
Princeton Capital Management LLC 0.06% Reduce -0.1% 1,795 $266K
Partners Wealth Management, LLC 0.26% No change 1,793 $266K
Orcam Financial Group 0.13% New 1,787 $265K
Thrive Capital Management, LLC 0.05% New 1,787 $265K
River's Edge Wealth Management, LLC 0.23% Reduce -0.6% 1,807 $264K
RS Crum Inc. 0.05% Add +0.3% 1,778 $264K
Stenger Family Office, LLC 0.04% Reduce -6.1% 1,774 $263K
Community Bank & Trust, Waco, Texas 0.05% Reduce -8.6% 1,776 $263K
Hanson & Doremus Investment Management 0.03% No change 1,773 $263K
Avestar Capital, LLC 0.02% No change 1,773 $263K
Tortuga Wealth Management, Inc 0.20% No change 1,772 $263K
Foguth Wealth Management, LLC. 0.03% Reduce -17.7% 1,812 $263K
Adamsbrown Wealth Consultants LLC 0.05% New 1,768 $262K
Avant Financial Advisors LLC 0.16% No change 1,760 $261K
Wealth Management Associates, Inc. 0.07% No change 1,756 $260K
Am Investment Strategies LLC 0.05% No change 1,755 $260K
Synergy Financial Group, LTD 0.19% No change 1,749 $259K
Cornerstone Financial Management LLC 0.21% Reduce -7.0% 1,749 $259K
Tme Financial, Inc. 0.16% Add +0.8% 1,745 $259K
BCO Wealth Management LLC 0.14% No change 1,744 $259K
High Note Wealth, LLC 0.04% No change 1,740 $258K
Rodgers Brothers Inc. 0.03% New 1,739 $258K
Drake & Associates, LLC 0.04% New 1,736 $257K
Barnes Dennig Private Wealth Management LLC 0.21% Add +6.6% 1,730 $257K
Altar Rock LLC 0.37% Add +0.1% 1,729 $256K
Sierra Ocean, LLC 0.18% Reduce -0.2% 1,729 $256K
One Degree Advisors Inc 0.06% Add +4.5% 1,738 $256K
Prosperity Consulting Group, LLC 0.01% New 1,721 $255K
Topsail Wealth Management, LLC 0.03% Add +2.3% 1,716 $255K
Insight Inv LLC 0.12% Reduce -5.5% 1,716 $255K
Gutierrez Wealth Advisory, LLC 0.15% Add +5.3% 1,714 $254K
McDonald Partners LLC 0.06% No change 1,708 $253K
GenWealth Group, Inc. 0.04% Reduce -16.1% 1,704 $253K
Dopkins Wealth Management, LLC 0.09% No change 1,703 $253K
RAM Investment Partners, LLC 0.04% No change 1,702 $252K
Kraft, Davis & Associates, LLC 0.05% Reduce -4.7% 1,753 $252K
Kiley Juergens Wealth Management, LLC 0.04% Add +1.1% 1,698 $252K
Generations Wealth, LLC 0.24% New 1,697 $252K
LifePlan Financial, LLC 0.18% Reduce -4.0% 1,695 $251K
Steffes Financial, Ltd. 0.11% Add +2.8% 1,693 $251K
Aspire Growth Partners LLC 0.15% Add +1.2% 1,692 $251K
Waterfront Wealth Inc. 0.04% Reduce -10.3% 1,722 $251K
Gen-Wealth Partners Inc 0.07% Add +0.5% 1,687 $250K
Brookwood Investment Group LLC 0.03% Reduce -36.2% 1,684 $250K
Adelphi Trust Co 0.17% Reduce -39.4% 1,684 $250K
Stonebridge Financial Group, LLC 0.02% Add +1.8% 1,680 $249K
Jacksonville Wealth Management, LLC 0.14% No change 1,674 $248K
Code Waechter LLC 0.13% Add +1.7% 1,674 $248K
Independence Wealth Advisors, LLC 0.12% Add +0.1% 1,673 $248K
Patron Partners, LLC 0.10% Reduce -5.7% 1,667 $247K
Prudent Investors Network, Inc. 0.05% Reduce -31.0% 1,666 $247K
Maridea Wealth Management LLC 0.03% New 1,663 $247K
Ascent Wealth Partners, LLC 0.02% Reduce -0.2% 1,662 $246K
Western Financial Corp 0.07% Add +0.1% 1,661 $246K
Miramar Capital, LLC 0.05% No change 1,652 $245K
Integris Wealth Management, LLC 0.05% Reduce -4.0% 1,651 $245K
HWG Holdings LP 0.06% New 1,650 $245K
J. L. Bainbridge & Co., Inc. 0.02% Reduce -8.3% 1,647 $244K
WoodTrust Financial Corp 0.03% Reduce -18.2% 1,645 $244K
Waystone Advisors LLC 0.18% New 1,645 $244K
Exit Wealth Advisors, LLC. 0.11% New 1,644 $244K
Archvest Wealth Advisors, Inc. 0.14% No change 1,643 $244K
Apeiron RIA LLC 0.06% Add +1.8% 1,643 $244K
VERITY Wealth Advisors 0.15% No change 1,640 $243K
Davidson Trust Co. 0.09% New 1,639 $243K
Sfmg, LLC 0.01% New 1,639 $243K
Intelligence Driven Advisers, LLC 0.04% New 1,637 $243K
Orca Wealth Management, LLC 0.15% New 1,632 $242K
Tidemark, LLC 0.05% Reduce -0.1% 1,628 $241K
Cheviot Value Management, LLC 0.02% No change 1,626 $241K
James Investment Research, Inc. 0.02% No change 1,620 $240K
CMH Wealth Management LLC 0.04% New 1,619 $240K
Beacon Investment Advisors LLC 0.08% Reduce -0.1% 1,618 $240K
Leuthold Group, LLC 0.02% New 1,618 $240K
Beaumont Asset Management, L.L.C. 0.09% No change 1,617 $240K
Monograph Wealth Advisors, LLC 0.02% No change 1,617 $240K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.8% 1,614 $239K
MRA Advisory Group 0.09% No change 1,613 $239K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -19.9% 1,612 $239K
Meritas Wealth Management, LLC 0.09% New 1,610 $239K
Panoramic Investment Advisors, LLC 0.11% New 1,606 $238K
Global Assets Advisory, LLC 0.05% New 1,595 $237K
Basepoint Wealth LLC 0.14% Add +0.3% 1,593 $236K
Farrell Financial LLC 0.13% New 1,590 $236K
MY Wealth Management Inc. 0.17% Reduce -29.2% 1,589 $236K
Bauman Advisory Group, LLC 0.12% Reduce -36.7% 1,588 $236K
ODonnell Financial Services, LLC 0.07% New 1,586 $235K
Clientfirst Wealth Management, LLC 0.19% New 1,580 $234K
Magnolia Private Wealth, LLC 0.13% New 1,579 $234K
TIAA Wealth Investment Management LLC 0.00% Add +27.9% 1,585 $234K
GuidedMoney, LLC 0.11% New 1,573 $233K
Selective Wealth Management, Inc. 0.06% Add +3.4% 1,596 $233K
Carlson Financial, Inc. 0.12% New 1,568 $232K
Align Financial, LLC 0.12% No change 1,564 $232K
Jackson, Grant Investment Advisers, Inc. 0.07% No change 1,562 $232K
Saxony Capital Management, LLC 0.11% New 1,562 $232K
Cypress Capital Group 0.02% New 1,555 $231K
Warner Financial, Inc. 0.07% New 1,551 $230K
One Charles Private Wealth Services, LLC 0.05% New 1,551 $230K
Oak Harvest Investment Services 0.02% New 1,549 $230K
Wealth Quarterback LLC 0.07% New 1,548 $230K
Wrenne Financial Planning LLC 0.08% New 1,547 $229K
One Wealth Management Investment & Advisory Services, LLC 0.24% New 1,543 $229K
J. Derek Lewis & Associates Inc. 0.04% Reduce -4.5% 1,542 $229K
Three Cord True Wealth Management, LLC 0.11% New 1,540 $228K
Mission Creek Capital Partners, Inc. 0.04% New 1,538 $228K
SJS Investment Consulting Inc. 0.02% Reduce -4.4% 1,536 $228K
Navigate Wealth Management, LLC 0.14% No change 1,559 $228K
Maripau Wealth Management LLC 0.08% New 1,535 $228K
Golden Bell Financial Planning LLC 0.17% New 1,530 $227K
East Coast Asset Management, LLC. 0.07% New 1,528 $227K
Cannon Financial Strategists, Inc. 0.03% New 1,523 $226K
Agate Pass Investment Management, LLC 0.08% New 1,521 $226K
Westbourne Investment Advisors, Inc. 0.06% New 1,520 $225K
Pacific Excel Wealth Advisors, Inc. 0.09% New 1,515 $225K
Heritage Family Offices, LLP 0.09% Reduce -32.5% 1,515 $225K
Alterna Wealth Management, Inc. 0.13% Reduce -20.9% 1,511 $224K
Snider Financial Group 0.06% New 1,508 $224K
Cane Capital Partners, LLC 0.09% New 1,504 $223K
Disciplined Investors, L.L.C. 0.11% New 1,496 $222K
Aire Advisors, LLC 0.04% New 1,494 $222K
L & S Advisors Inc 0.02% New 1,494 $222K
J. Safra Sarasin Holding AG 0.00% New 1,493 $221K
Novus Advisors, LLC 0.46% New 1,490 $221K
Fidelity D & D Bancorp Inc. 0.08% New 1,487 $221K
Prairie Advisory, LLC 0.05% — 1,481 $220K
Amarillo National Bank 0.04% New 1,480 $219K
Tillman Hartley LLC 0.05% New 1,478 $219K
TPG Financial Advisors, LLC 0.07% New 1,473 $218K
Strategic Investment Advisors / MI 0.01% Reduce -33.4% 1,465 $217K
Accelerate Investment Advisors LLC 0.12% New 1,464 $217K
Matauro, LLC 0.03% Reduce -67.4% 1,462 $217K
Trellis Wealth Advisors LLC 0.07% New 1,454 $216K
Central Valley Advisors, LLC 0.06% New 1,450 $215K
Planning Center, Inc. 0.02% New 1,449 $215K
Onyx Bridge Wealth Group LLC 0.02% New 1,448 $215K
TrueWealth Advisors, LLC 0.05% New 1,442 $214K
Indie Asset Partners, LLC 0.20% New 1,440 $214K
Arlington Financial Advisors, LLC 0.03% New 1,439 $213K
BCS Private Wealth Management, Inc. 0.06% New 1,438 $213K
Three Arch Wealth Management LLC 0.03% New 1,437 $213K
Traphagen Investment Advisors LLC 0.02% New 1,436 $213K
Financial Life Advisors 0.06% New 1,429 $212K
Optivise Advisory Services LLC 0.11% New 1,419 $210K
LJI Wealth Management, LLC 0.03% New 1,416 $210K
Kickstand Ventures, Llc. 0.04% New 1,414 $210K
Burney Co./ 0.01% New 1,413 $210K
Triton Wealth Management, PLLC 0.06% Reduce -9.4% 1,457 $209K
Paulson Wealth Management Inc. 0.04% New 1,410 $209K
4J Wealth Management LLC 0.10% Reduce -24.3% 1,408 $209K
Eaton Financial Holdings Company, LLC 0.06% Reduce -82.6% 1,408 $209K
Foundry Financial LLC 0.07% Reduce -23.9% 1,407 $209K
Vertrix Wealth Management, LLC 0.07% New 1,407 $209K
Atwood & Palmer Inc. 0.01% No change 1,406 $209K
Peak Retirement Planning, Inc. 0.03% New 1,406 $209K
WestHill Financial Advisors, Inc. 0.04% New 1,404 $208K
Redwood Financial Network Corp 0.12% New 1,398 $207K
Astoria Portfolio Advisors LLC. 0.04% New 1,397 $207K
Sightline Wealth Advisors, LLC 0.08% New 1,396 $207K
3 Factor Indexing, LLC 0.18% No change 1,395 $207K
Beacon Capital Management, LLC 0.03% Reduce -25.1% 1,393 $207K
TABR Capital Management, LLC 0.18% New 1,393 $207K
Essential Partners LLC 0.10% Reduce -6.8% 1,392 $206K
Cedarwood Wealth LLC 0.16% New 1,391 $206K
Pennington Partners & Co., LLC 0.07% New 1,388 $206K
Braun-Bostich & Associates Inc. 0.11% New 1,385 $205K
Register Financial Advisors LLC 0.06% Add +26.7% 1,380 $205K
GFG Capital, LLC 0.06% Reduce -40.0% 1,377 $204K
Gordian Advisors LLC 0.12% New 1,373 $204K
Trexquant Investment LP 0.00% New 1,371 $203K
Annandale Capital, LLC 0.03% New 1,371 $203K
Tannin Capital LLC 0.13% New 1,368 $203K
Creative Capital Management Investments LLC 0.05% Add +7.3% 1,368 $203K
GenTrust, LLC 0.01% New 1,368 $203K
Trust Co of the South 0.03% Reduce -29.3% 1,367 $203K
Milestones Private Investment Advisors LLC 0.16% New 1,366 $203K
McLean Asset Management Corp 0.03% New 1,388 $202K
Old Peak Finance LLC 0.10% Reduce -30.4% 1,361 $202K
Focused Alpha, LLC 0.05% New 1,360 $202K
Griffin Asset Management, Inc. 0.02% New 1,360 $202K
Raffa Wealth Management, LLC 0.03% No change 1,360 $202K
Cambient Family Office, LLC 0.02% Reduce -1.2% 1,359 $202K
Byrne Financial Freedom, LLC 0.08% Reduce -17.8% 1,357 $201K
AIMZ Investment Advisors, LLC 0.06% New 1,353 $201K
DB&C Advisors, LLC 0.22% New 1,350 $200K
CGC Financial Services, LLC 0.04% No change 1,348 $200K
DT Investment Partners, LLC 0.01% No change 1,305 $194K
Caitlin John, LLC 0.11% Add +3.7% 1,300 $193K
Capital Investment Counsel, Inc 0.02% Add +161.3% 1,296 $192K
Piedmont Capital Management, LLC 0.12% No change 1,279 $190K
Manchester Capital Management LLC 0.02% Add +52.6% 1,270 $188K
Avalon Trust Co 0.01% Add +20.5% 1,241 $184K
Sims Investment Management, LLC 0.06% New 1,342 $183K
Lodestone Wealth Management LLC 0.06% Add +0.2% 1,236 $183K
Vestor Capital, LLC 0.01% Reduce -97.5% 749 $182K
Walsh & Associates, LLC 0.15% No change 1,207 $179K
Mill Capital Management, LLC 0.01% No change 1,200 $178K
Beaird Harris Wealth Management, LLC 0.01% Reduce -5.5% 1,189 $176K
Global Trust Asset Management, LLC 0.05% Reduce -6.9% 1,167 $173K
Atlatl Advisers LLC 0.04% New 1,167 $173K
HHM Wealth Advisors, LLC 0.02% Add +0.1% 1,137 $169K
Loomis Sayles & Co. L P 0.00% Reduce -59.3% 1,112 $165K
Tucker Asset Management LLC 0.04% Reduce -63.9% 1,111 $165K
Ankerstar Wealth, LLC 0.14% Reduce -0.1% 1,098 $163K
Gilpin Wealth Management, LLC 0.11% Add +28.3% 1,087 $161K
NORTHSTAR ASSET MANAGEMENT Co 0.03% New 1,100 $159K
Addison Advisors LLC 0.07% Reduce -6.0% 1,055 $157K
Prestige Wealth Management Group LLC 0.03% Add +3.9% 1,054 $156K
Ballast Advisors LLC 0.04% No change 1,049 $156K
Islay Capital Management, LLC 0.07% No change 1,031 $153K
Activest Wealth Management 0.03% Add +39.2% 1,027 $152K
Logan Capital Management Inc. 0.01% — 1,000 $148K
Signature Equity Partners, LLC 0.07% Reduce -44.7% 981 $145K
NFSG Corp 0.02% Add +78.5% 957 $142K
Brooklyn FI, LLC 0.03% New 973 $142K
Chilton Capital Management LLC 0.00% No change 942 $140K
Seneschal Advisors, LLC 0.10% Reduce -3.8% 938 $139K
N.E.W. Advisory Services LLC 0.01% Add +33.5% 933 $138K
Old Second National Bank of Aurora 0.03% No change 923 $137K
JPL Wealth Management, LLC 0.03% No change 891 $132K
PlanVest Financial, Inc 0.09% Reduce -2.5% 873 $129K
Morling Financial Advisors, LLC 0.04% Add +27.1% 868 $129K
Vision Retirement, LLC 0.03% Add +0.1% 851 $126K
Reyes Financial Architecture, Inc. 0.07% Reduce -0.5% 824 $122K
Manning & Napier Advisors LLC 0.00% No change 823 $122K
Strengthening Families & Communities, LLC 0.03% Add +0.4% 823 $122K
LRI Investments, LLC 0.01% Reduce -2.7% 817 $121K
Sankala Group LLC 0.08% Add +1.3% 786 $116K
DiNuzzo Private Wealth, Inc. 0.01% No change 780 $116K
Stone House Investment Management, LLC 0.01% Reduce -8.4% 756 $112K
JDM Financial Group LLC 0.04% No change 755 $112K
Pin Oak Investment Advisors Inc. 0.08% Add +13.4% 751 $111K
Measured Wealth Private Client Group, LLC 0.03% Add +26.0% 747 $111K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -3.4% 738 $110K
Kroeger Financial Partners 0.11% — 735 $109K
Evensky & Katz LLC 0.01% Reduce -27.8% 733 $109K
Banque Cantonale Vaudoise 0.00% No change 738 $109K
Bravera Wealth 0.04% No change 725 $108K
Rogco, LP 0.03% Reduce -1.4% 716 $106K
GoalVest Advisory LLC 0.02% No change 699 $104K
Chapman Financial Group, LLC 0.07% No change 698 $104K
Frankly Finances, LLC 0.08% No change 690 $102K
Pacifica Partners Inc. 0.03% No change 696 $102K
Hudson Edge Investment Partners Inc. 0.01% No change 685 $102K
Essential Investment Partners LLC 0.08% Add +221.7% 682 $101K
Flagship Wealth Advisors, LLC 0.02% Add +3.9% 660 $98K
Nova Wealth Management, Inc. 0.05% No change 657 $97K
KERR FINANCIAL PLANNING Corp 0.11% Add +0.3% 657 $97K
MTM Investment Management, LLC 0.03% No change 637 $95K
Morton Brown Family Wealth, LLC 0.02% No change 636 $94K
Wind River Trust Co 0.03% New 625 $93K
WealthCollab, LLC 0.03% Add +24.3% 624 $93K
London Co. of Virginia 0.00% Add +1515.8% 614 $91K
Kingdom Financial Group LLC. 0.02% Reduce -45.9% 613 $91K
Tripletail Wealth Management, LLC 0.10% No change 593 $87K
Hazlett, Burt & Watson, Inc. 0.02% No change 559 $82K
Highline Wealth Partners LLC 0.02% Add +3.4% 544 $81K
Elevate Wealth Advisory, Inc. 0.05% No change 543 $81K
Bear Mountain Capital, Inc. 0.02% No change 533 $77K
Davis Capital Management 0.05% No change 518 $77K
FWL Investment Management, LLC 0.01% No change 516 $77K
Marshall & Sterling Wealth Advisors Inc. 0.05% No change 514 $76K
Fairscale Capital, LLC 0.05% No change 509 $75K
Triumph Capital Management 0.01% Add +5.2% 507 $75K
NorthAvenue LLC 0.05% Reduce -7.0% 507 $75K
Southern Michigan Bank & Trust 0.03% No change 502 $74K
Cape Investment Advisory, Inc. 0.02% New 497 $74K
Winch Advisory Services, LLC 0.02% No change 496 $74K
Nalls Sherbakoff Group, LLC 0.05% No change 476 $71K
VSM Wealth Advisory, LLC 0.02% No change 474 $70K
Evolution Advisers, Inc. 0.03% Add +2.2% 474 $70K
Rice Partnership, LLC 0.01% No change 468 $69K
Acima Private Wealth, LLC 0.02% No change 465 $69K
Quaker Wealth Management, LLC 0.02% Add +0.2% 458 $68K
Holos Integrated Wealth LLC 0.03% No change 458 $67K
Harborfront Financial Group LLC 0.24% — 435 $65K
Timbuktu Capital Management, LLC 0.10% — 430 $64K
First United Bank & Trust 0.02% Add +343.2% 421 $62K
Financial Network Wealth Advisors LLC 0.06% No change 410 $61K
Montgomery Financial Services LLC 0.05% — 404 $60K
Graney & King, LLC 0.02% Add +287.3% 395 $59K
Millstone Evans Group, LLC 0.03% Reduce -6.0% 391 $58K
Burnham & Co LLC 0.05% — 390 $58K
Coston, McIsaac & Partners 0.01% No change 385 $57K
West Branch Capital LLC 0.01% No change 375 $56K
Napier Financial, LLC 0.01% Add +21.8% 374 $55K
Perkins Coie Trust Co 0.01% No change 372 $55K
Navigoe, LLC 0.03% No change 375 $55K
Gill Capital Partners, LLC 0.01% Reduce -22.7% 371 $55K
Hamilton Point Investment Advisors, LLC 0.01% No change 370 $55K
Robinswood Financial LLC 0.02% No change 366 $54K
1620 Investment Advisors, Inc. 0.03% Add +360.3% 359 $53K
Sunrise Financial Services, LLC 0.03% Reduce -37.4% 352 $52K
Murphy & Mullick Capital Management Corp 0.03% No change 350 $52K
DecisionPoint Financial, LLC 0.01% No change 346 $51K
Deutsche Bank AG 0.00% No change 334 $50K
Spectrum Wealth Advisory Group, LLC 0.01% New 334 $50K
Kopp Family Office, LLC 0.03% Add +134.8% 331 $49K
Country Trust Bank 0.00% Reduce -2.7% 328 $49K
Ascentis Independent Advisors 0.13% Reduce -98.8% 322 $48K
Cornerstone National Bank & Trust Co 0.02% Add +214.7% 321 $47K
Mogy Joel R Investment Counsel Inc. 0.00% No change 313 $46K
Covestor Ltd 0.03% Reduce -1.9% 309 $46K
Red Reef Advisors LLC 0.04% Reduce -62.5% 308 $46K
Advantage Trust Co 0.02% No change 307 $46K
Integrity Financial Corp 0.02% New 305 $45K
Wellington-Altus USA Inc. 0.03% Add +754.8% 359 $45K
Park National Corp. 0.00% Reduce -26.5% 300 $44K
Key Capital Management, INC 0.02% Add +24.7% 298 $44K
Riverview Trust Co 0.05% No change 297 $44K
Pflug Koory, LLC 0.02% Reduce -7.5% 294 $44K
C M Bidwell & Associates Ltd. 0.02% No change 291 $43K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 290 $43K
Canton Hathaway, LLC 0.01% New 284 $42K
Index Technologies Group LLC 0.03% New 283 $42K
Quantum Portfolio Management LLC 0.02% New 283 $42K
Sittner & Nelson, LLC 0.01% No change 278 $41K
Bulwark Capital Corp 0.02% No change 272 $40K
Signature Resources Capital Management, LLC 0.02% Add +0.4% 267 $40K
Founders Capital Management 0.02% Add +10.9% 265 $39K
Reicon Wealth Advisors, LLC 0.02% Add +10.2% 260 $39K
True Wealth Design, LLC 0.01% Reduce -76.0% 259 $38K
Redwood Park Advisors LLC 0.03% Add +0.4% 255 $38K
Bank & Trust Co 0.02% No change 252 $37K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 251 $37K
Peoples Financial Services Corp. 0.02% No change 250 $37K
Evolution Wealth Management Inc. 0.02% No change 249 $37K
RMG Wealth Management LLC 0.00% New 245 $37K
Hoey Investments, Inc. 0.00% No change 233 $35K
Your Advocates Ltd., LLP 0.01% No change 227 $34K
CDKV Holdings LLC 0.03% No change 224 $33K
Investors Research Corp 0.01% New 224 $33K
Kiker Wealth Management, LLC 0.01% Add +20.2% 220 $33K
NorthStar Asset Management LLC 0.01% New 28,891 $32K
Lloyd Advisory Services, LLC. 0.01% Reduce -81.5% 210 $31K
Cetera Trust Company, N.A 0.02% No change 209 $31K
Heritage Wealth Advisors 0.00% No change 209 $31K
BankChampaign, National Association 0.02% No change 208 $31K
Nvwm, LLC 0.01% No change 204 $30K
Westfuller Advisors, LLC 0.01% New 201 $30K
Field & Main Bank 0.01% No change 200 $30K
Financial Life Planners 0.02% No change 192 $29K
Front Row Advisors LLC 0.01% No change 192 $28K
Entrust Financial LLC 0.02% Add +6.2% 190 $28K
Minot DeBlois Advisors LLC 0.02% Reduce -17.1% 180 $27K
Networth Advisors, LLC 0.02% Reduce -82.4% 180 $27K
Harris Associates (Oakmark Funds) 0.00% New 177 $26K
MPWM Advisory Solutions, LLC 0.01% Reduce -3.8% 177 $26K
Delta Asset Management LLC 0.00% No change 172 $26K
Comprehensive Financial Planning, Inc. 0.01% Add +3.8% 165 $25K
Punch & Associates Investment Management, Inc. 0.00% Add +7.9% 164 $24K
Bellevue Asset Management, LLC 0.01% No change 163 $24K
Morgan Dempsey Capital Management LLC 0.01% No change 162 $24K
Archer Investment Corp 0.00% Add +36.8% 160 $24K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.6% 161 $23K
StrongBox Wealth, LLC 0.01% New 151 $22K
Boreal Capital Management LLC 0.02% No change 150 $22K
Peterson Wealth Services 0.00% No change 140 $21K
Raleigh Capital Management Inc. 0.01% Reduce -11.4% 140 $21K
Breakwater Investment Management 0.01% No change 136 $20K
WPG Advisers, LLC 0.01% Reduce -0.7% 135 $20K
Peterson Wealth Management 0.01% No change 125 $19K
Community Financial Services Group, LLC 0.00% Add +4100.0% 126 $19K
Luminist Capital LLC 0.02% New 116 $17K
Vima LLC 0.02% — 114 $17K
Mark Sheptoff Financial Planning, LLC 0.01% No change 109 $16K
Pioneer Family Office, LLC 0.01% Reduce -11.7% 106 $16K
Atlantic Private Wealth, LLC 0.01% Add +1.0% 105 $16K
SYM FINANCIAL Corp 0.00% No change 101 $15K
Armor Investment Advisors, LLC 0.00% Add +6.5% 98 $15K
Financial Gravity Companies, Inc. 0.00% — 93 $14K
PFS Partners, LLC 0.01% No change 87 $13K
High Point Wealth Management, LLC 0.01% No change 85 $13K
Tradewinds Capital Management, LLC 0.00% Reduce -33.9% 84 $12K
Planning Strategies Inc. 0.01% — 84 $12K
Kings Path Partners LLC 0.00% No change 82 $12K
Hilton Head Capital Partners, LLC 0.01% No change 80 $12K
Caldwell Sutter Capital, Inc. 0.00% Reduce -4.8% 79 $12K
Investment Counsel Co. of Nevada 0.02% New 74 $11K
Peachtree Investment Partners, LLC 0.00% No change 67 $10K
Kozak & Associates, Inc. 0.00% No change 63 $9K
Gables Capital Management Inc. 0.00% No change 60 $9K
IMG Wealth Management, Inc. 0.00% New 56 $8K
Bullseye Investment Management, LLC 0.00% No change 55 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 53 $8K
Financial Management Professionals, Inc. 0.00% New 51 $8K
SWAN Capital LLC 0.00% Reduce -52.3% 51 $8K
Byrne Asset Management LLC 0.00% No change 48 $7K
Parvin Asset Management, LLC 0.01% No change 45 $7K
Axiom Investment Management LLC 0.00% No change 45 $7K
Paladin Partners, LLC 0.00% No change 43 $6K
Horizon Financial Services, LLC 0.00% New 41 $6K
Commonwealth Retirement Investments LLC 0.00% New 38 $6K
Towne Trust Company, N.A 0.00% New 38 $6K
Richardson Financial Services Inc. 0.00% Reduce -91.4% 36 $5K
Anchor Bay Capital, Inc. 0.00% — 34 $5K
Monetary Solutions, Ltd 0.00% New 31 $5K
Tower View Wealth Management LLC 0.00% New 28 $4K
Central Pacific Bank - Trust Division 0.00% Reduce -92.3% 27 $4K
Lummis Asset Management, LP 0.00% No change 27 $4K
Hartford Financial Management Inc. 0.00% No change 25 $4K
REAP Financial Group, LLC 0.00% Add +500.0% 24 $4K
Edmond DE Rothschild Holding S.A. 0.00% No change 24 $4K
Allied Private Wealth LLC 0.00% — 24 $3K
Roxbury Financial LLC 0.00% New 23 $3K
Advocate Investing Services LLC 0.00% New 21 $3K
Robbins Farley 0.00% New 17 $3K
Markowski Investments 0.00% — 17 $3K
Frazier Financial Advisors, LLC 0.00% Reduce -87.9% 17 $2K
Capital Advisor Network LLC 0.00% No change 15 $2K
Prudent Man Investment Management, Inc. 0.00% No change 18 $2K
Horizon Bancorp Inc. 0.00% No change 15 $2K
McGuire Capital Advisors Inc. 0.00% Add +11.1% 10 $1K
Imprint Wealth LLC 0.01% New 9 $1K
Morse Asset Management, Inc 0.00% No change 8 $1K
Bay Harbor Wealth Management, LLC 0.00% New 7 $1K
Rachor Investment Advisory Services, LLC 0.00% No change 2 $298
New England Capital Financial Advisors LLC 0.00% No change 2 $297
Bernard Wealth Management Corp. 0.00% New 2 $297
LM Advisors LLC 0.00% Add +705.4% 1,957 $289
Retirement Wealth Solutions LLC 0.00% No change 2 $237
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.