iShares Core S&P Total U.S.ITOTETF

13F holders, Q4 2025 (December 31)
1,649holders +127
92new positions
61sold out
5famous investors
$148.38avg. 13F price*

At the end of Q4 2025, 1,649 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 127 from Q3 2025. 92 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($10.5B), Wells Fargo & Company ($9.5B) and Wealthfront Advisers LLC ($1.7B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Core S&P Total U.S.
CUSIP
464287150
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions92$110.2M
Exits61$69.9M

All 13F filers, Q3 2025 → Q4 2025: 11,550,373 shares bought and 6,271,248 shares sold, net +5,279,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,649 holders

BlackRock, Inc. 0.18% Add +1.5% 70,712,218 $10.5B
Wells Fargo & Company 1.86% Add +1.1% 63,910,447 $9.5B
Wealthfront Advisers LLC 3.86% Add +10.0% 11,612,076 $1.7B
Morgan Stanley 0.10% Add +1.8% 10,899,766 $1.6B
Betterment LLC 3.03% Reduce -2.4% 10,680,855 $1.6B
Alliancebernstein L.P. 0.47% Add +0.9% 9,974,295 $1.5B
Bank of America Corp. 0.07% Add +2.6% 6,417,278 $954.2M
LPL Financial LLC 0.26% Add +5.1% 6,324,224 $940.3M
Focus Partners Wealth 1.04% Add +22.7% 6,150,404 $914.5M
Focus Partners Advisor Solutions, LLC 9.20% Add +4.6% 5,043,151 $749.9M
Blue Trust, Inc. 6.56% Reduce -1.4% 3,903,984 $580.5M
SigFig Wealth Management, LLC 16.13% Add +0.9% 3,638,230 $541.3M
Envestnet Asset Management Inc. 0.16% Reduce -12.9% 3,622,258 $538.6M
Auto-Owners Insurance Co 11.22% Add +18.4% 3,595,344 $534.6M
Ballentine Partners, LLC 6.75% Reduce -6.2% 3,233,771 $480.8M
AlTi Global, Inc. 8.77% Add +0.0% 2,752,284 $409.2M
Parallel Advisors, LLC 6.42% Reduce -0.6% 2,353,884 $350.0M
Norinchukin Bank, The 3.89% No change 2,246,560 $334.0M
Creative Planning 0.22% Reduce -0.9% 2,084,729 $310.0M
Ameriprise Financial Inc. 0.07% Add +3.4% 2,071,043 $308.0M
Raymond James Financial Inc. 0.10% Reduce -16.8% 2,064,355 $306.9M
Allworth Financial LP 1.21% Reduce -2.1% 1,986,400 $295.4M
Cerity Partners LLC 0.43% Reduce -2.7% 1,962,466 $291.8M
Lido Advisors, LLC 1.05% Reduce -2.5% 1,787,650 $264.7M
Sentinel Trust Co. Lba 25.98% Add +0.1% 1,774,404 $263.8M
Provenance Wealth Advisors, LLC 26.48% Reduce -2.5% 1,606,690 $238.9M
Osaic Holdings, Inc. 0.34% Reduce -7.3% 1,560,025 $232.0M
JPMorgan Chase & Co. 0.02% Add +2.6% 1,552,632 $230.9M
Prime Capital Investment Advisors, LLC 2.80% Reduce -0.8% 1,547,706 $230.1M
Captrust Financial Advisors 0.43% Add +434.4% 1,506,277 $224.0M
Stifel Financial Corp. 0.20% Reduce -1.2% 1,496,581 $222.5M
Evensky & Katz LLC 12.49% Add +3.3% 1,488,295 $221.3M
Cisco Systems, Inc. 64.28% Reduce -5.0% 1,422,500 $211.5M
TD Capital Management LLC 17.89% Reduce -0.8% 1,356,067 $201.6M
Allstate Corp. 2.54% Add +25.6% 1,249,883 $185.8M
Klaas Financial Asset Advisors, LLC 26.62% Add +0.0% 1,234,447 $183.5M
LJI Wealth Management, LLC 27.45% Add +5.8% 1,208,721 $179.7M
Commonwealth Equity Services, LLC 0.24% Reduce -7.8% 1,201,914 $178.7M
Disciplina Capital Management LLC 19.66% Add +3.7% 1,155,124 $171.8M
Mariner, LLC 0.20% Add +1.7% 1,139,382 $169.5M
Royal Bank of Canada 0.03% Reduce -7.0% 1,127,700 $167.7M
Zhang Financial LLC 5.83% Add +8.4% 1,051,877 $156.4M
UBS Group AG 0.03% Reduce -2.2% 1,037,291 $154.2M
Stratos Investment Management, LLC 6.11% Add +2.9% 1,024,654 $152.4M
HB Wealth Management, LLC 0.98% Add +0.0% 1,020,678 $151.8M
Tanager Wealth Management LLP 14.81% Add +7.3% 997,939 $148.4M
Claar Advisors LLC 43.22% Add +0.3% 994,596 $147.9M
FMR LLC 0.01% Add +4.1% 990,308 $147.2M
HighTower Advisors, LLC 0.15% Reduce -3.1% 930,170 $138.3M
Winthrop Advisory Group LLC 11.57% Add +2.0% 918,312 $136.5M
Wick Capital Partners, LLC 23.40% Add +3.4% 877,885 $130.5M
Rock Creek Group LLC 14.30% Add +2.2% 874,062 $127.5M
Mercer Global Advisors Inc. 0.19% Add +9.6% 826,324 $122.9M
Cetera Investment Advisers 0.13% Reduce -3.4% 800,996 $119.1M
True Link Financial Advisors, LLC 7.01% Reduce -27.1% 776,394 $115.4M
Mesirow Financial Investment Management, Inc. 2.26% Reduce -27.7% 739,501 $110.0M
Jaffetilchin Investment Partners, LLC 6.42% Add +1.8% 738,358 $109.8M
Jones Financial Companies LLLP 0.07% Add +15.3% 737,129 $109.6M
Johnson Bixby & Associates, LLC 12.71% Reduce -2.6% 689,578 $102.5M
Independent Order of Foresters 58.25% No change 672,744 $100.0M
Ancora Advisors LLC 2.06% Add +0.6% 671,295 $99.8M
Cambridge Investment Research Advisors, Inc. 0.26% Add +4.8% 665,622 $99.0M
Facet Wealth, Inc. 1.70% Reduce -10.4% 632,590 $96.2M
Goldstein Advisors, LLC 10.79% Add +1.0% 636,664 $94.7M
Ullmann Wealth Partners Group, LLC 9.82% Reduce -0.1% 633,541 $94.4M
Constellation Investments, Inc. 2.79% Add +124.8% 608,000 $90.4M
Orion Porfolio Solutions, LLC 0.63% Reduce -2.6% 576,445 $85.7M
Blair William & Co. 0.22% Add +5.6% 540,800 $80.4M
Cwm, LLC 0.22% Add +1.8% 535,621 $79.6M
MML Investors Services, LLC 0.19% Add +3.2% 511,375 $76.0M
Allen Investment Management, LLC 0.81% Reduce -6.9% 489,107 $72.7M
Truist Financial Corp. 0.10% Reduce -0.3% 479,905 $71.4M
Corient Private Wealth LP 0.10% Add +34.5% 470,384 $69.9M
Wealth Enhancement Advisory Services, LLC 0.09% Add +0.2% 459,541 $69.5M
Partners Capital Investment Group, LLP 2.58% Reduce -11.4% 466,334 $69.3M
jvl associates llc 22.27% Add +1.1% 460,261 $68.4M
Cresset Asset Management, LLC 0.28% Add +8.3% 450,689 $67.0M
O'Brien Wealth Partners LLC 8.80% Reduce -0.8% 447,667 $66.6M
Friday Financial 23.31% Add +19.2% 444,684 $66.1M
Simon Quick Advisors, LLC 2.88% Reduce -4.7% 443,849 $66.0M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -1.8% 436,808 $64.9M
Vantage Financial Partners, LLC 13.11% Add +0.1% 434,352 $64.6M
Rockefeller Capital Management L.P. 0.11% Add +113.6% 425,439 $63.3M
Elm Partners Management LLC 2.73% Reduce -1.5% 404,268 $60.1M
Brady Martz Wealth Solutions, LLC 10.58% Add +8.7% 404,077 $60.1M
Clark Capital Management Group, Inc. 0.37% Reduce -5.9% 402,991 $59.9M
Aviso Financial Inc. 2.26% Add +10.5% 399,543 $59.4M
Steffes Financial, Ltd. 30.74% — 395,904 $58.9M
Regatta Capital Group, LLC 8.48% Add +0.2% 377,803 $56.2M
Geneos Wealth Management Inc. 1.32% Add +1.6% 362,878 $54.0M
Kestra Advisory Services, LLC 0.22% Add +1.8% 360,661 $53.6M
&partners 0.28% Add +17.9% 359,434 $53.4M
Strategic Point Investment Advisors, LLC 7.30% Add +1.5% 355,268 $52.8M
Smallwood Wealth Investment Management, LLC 26.91% Reduce -7.5% 345,754 $51.4M
Forvis Mazars Wealth Advisors, LLC 0.97% Reduce -2.1% 344,504 $51.2M
Northwest Wealth Management, LLC 8.04% Add +5.1% 343,832 $51.1M
GM Advisory Group, LLC 1.98% Add +19.3% 340,182 $50.6M
Mission Wealth Management, LP 1.03% Reduce -3.0% 339,109 $50.4M
Capital Analysts, LLC 1.37% Reduce -2.2% 333,736 $49.6M
BLB&B Advisors, LLC 2.07% Add +3.5% 333,658 $49.6M
Eldridge Investment Advisors, Inc. 10.89% Add +0.7% 332,634 $49.5M
Pure Financial Advisors, LLC 0.73% Reduce -1.4% 326,490 $48.5M
Truepoint, Inc. 1.09% Reduce -0.7% 324,800 $48.3M
Adventist Health System/ West 8.03% Reduce -30.2% 321,151 $47.8M
Procyon Advisors, LLC 2.34% Reduce -0.5% 318,270 $47.3M
AQR Capital Management 0.02% Add +53.2% 317,760 $47.2M
Nicolet Advisory Services, LLC 3.15% Add +14.3% 307,968 $46.8M
Kondo Wealth Advisors, Inc. 17.74% Add +3.5% 311,761 $46.4M
Quantinno Capital Management LP 0.09% Add +18.3% 288,941 $43.0M
Ironsides Asset Advisors, LLC 10.87% Reduce -0.5% 288,475 $42.9M
HighPoint Advisor Group LLC 0.93% New 286,069 $42.5M
JGP Wealth Management, LLC 4.43% Add +5.1% 285,582 $42.5M
Financial Designs Corp 23.85% Add +2.4% 283,163 $42.1M
Tolleson Wealth Management, Inc. 5.81% Reduce -1.1% 270,767 $40.3M
Caprock Group, LLC 0.84% Reduce -3.3% 268,207 $39.9M
Family Wealth Partners, LLC 14.17% Reduce -3.5% 264,461 $39.3M
Reliant Wealth Planning 12.20% Reduce -1.2% 262,486 $39.0M
Private Advisor Group, LLC 0.18% Reduce -20.6% 259,694 $38.6M
Heritage Wealth Advisors 1.46% No change 257,964 $38.4M
Steinberganna Wealth Management 17.74% Add +4.3% 254,706 $37.9M
Savant Capital, LLC 0.21% Reduce -5.3% 243,680 $36.2M
Advus Financial Partners, LLC 8.77% Add +2.0% 243,645 $36.2M
Valmark Advisers, Inc. 0.43% Reduce -4.9% 235,275 $35.0M
Advisory Services Network, LLC 0.49% Add +12.7% 233,034 $34.6M
Alaska Permanent Capital Management, LLC 2.59% Add +0.1% 229,579 $34.1M
Aspirean Wealth, LLC 37.23% — 229,229 $34.1M
TRUE Private Wealth Advisors 3.38% Reduce -1.1% 226,792 $33.7M
Composition Wealth, LLC 0.48% Add +8.9% 224,662 $33.4M
Equitable Holdings, Inc. 0.23% Add +0.3% 222,668 $33.1M
Coquina Private Wealth LLC 26.10% — 219,020 $32.6M
Goldman Sachs Group Inc. 0.00% Reduce -54.3% 217,871 $32.4M
Planned Solutions, Inc. 10.40% Add +20.9% 216,375 $32.2M
Squire Investment Management Company, LLC 9.69% Add +7.4% 215,380 $32.0M
Sendero Wealth Management, LLC 3.53% Add +0.5% 214,201 $31.8M
Capstone Financial Advisors, Inc. 1.70% Add +0.3% 214,193 $31.8M
Aerodigm Wealth, LLC 12.07% Add +3.8% 210,305 $31.3M
Great Valley Advisor Group, Inc. 0.60% Add +21.0% 208,880 $31.1M
W.G. Shaheen & Associates DBA Whitney & Co 2.47% Add +0.9% 208,515 $31.0M
Trevian Wealth Management LLC 14.71% Add +9.4% 208,467 $31.0M
Heck Capital Advisors, LLC 2.27% Add +15.6% 204,779 $30.4M
Cigna Investments Inc. 4.38% Reduce -6.2% 202,412 $30.1M
Kaydan Wealth Management, Inc. 8.70% Reduce -2.0% 202,157 $30.1M
Sweeney & Michel, LLC 8.74% Add +5.5% 195,697 $29.6M
NewEdge Advisors, LLC 0.11% Add +2.7% 196,426 $29.2M
Integrated Wealth Concepts LLC 0.35% Reduce -2.4% 196,219 $29.2M
Nomura Asset Management International Inc. 0.04% — 192,045 $28.6M
MontVue Capital Management, Inc. 18.78% Reduce -0.2% 189,895 $28.2M
Rehmann Capital Advisory Group 1.46% Reduce -6.7% 188,601 $28.0M
Aptus Capital Advisors, LLC 0.24% Reduce -6.0% 186,957 $27.8M
Northern Trust Corp. 0.00% Reduce -4.4% 186,133 $27.7M
MJT & Associates Financial Advisory Group, Inc. 20.62% Add +11.1% 185,770 $27.6M
United Capital Financial Advisors, LLC 0.17% Add +6.2% 185,703 $27.6M
Cherrydale Wealth Management, LLC 8.37% Add +0.5% 185,397 $27.6M
E-Wealth Partners, LLC 23.01% — 184,230 $27.4M
Durante & Waters, LLC 19.07% Add +2.3% 183,905 $27.3M
Vident Advisory, LLC 0.25% Reduce -2.6% 182,142 $27.1M
Bank of New York Mellon Corp 0.00% Add +1.3% 182,014 $27.1M
Financial Partners Group, Inc 3.13% Reduce -0.6% 179,086 $27.0M
Patton Albertson Miller Group, LLC 3.17% Reduce -3.1% 181,298 $27.0M
Legacy Financial Advisors, Inc. 3.66% Reduce -5.4% 177,984 $26.5M
Baird Financial Group, Inc. 0.04% Add +17.0% 177,685 $26.4M
Life Planning Partners, Inc 20.12% Reduce -4.7% 176,621 $26.3M
Canvas Wealth Advisors, LLC 4.37% Add +1.6% 173,190 $25.8M
Beacon Pointe Advisors, LLC 0.18% Add +11.2% 168,939 $25.1M
Stokes Family Office, LLC 2.25% Reduce -2.8% 165,303 $24.6M
Twin Focus Capital Partners, LLC 2.81% Add +5.2% 163,790 $24.4M
Astoria Strategic Wealth, Inc. 6.11% Reduce -12.5% 163,370 $24.3M
Bernardo Wealth Planning LLC 4.60% Add +1.8% 162,227 $24.1M
Prism Planning Partners LLC 27.03% — 162,034 $24.1M
Catalyst Private Wealth, LLC 10.40% Reduce -1.2% 160,091 $23.8M
Principal Securities, Inc. 0.37% Add +2.1% 159,870 $23.8M
Nwam LLC 1.32% Reduce -0.0% 156,046 $23.7M
Weatherly Asset Management L. P. 1.81% Add +1.1% 158,016 $23.5M
Brighton Jones LLC 0.86% Reduce -3.4% 156,612 $23.3M
Summit Financial, LLC 0.34% Add +1.9% 155,407 $23.1M
Peirce Capital Management, LLC 9.00% Reduce -0.2% 152,128 $22.6M
IFP Advisors, Inc 0.51% Reduce -17.1% 151,327 $22.5M
TruNorth Capital Management, LLC 4.21% Reduce -2.2% 149,081 $22.2M
Friedenthal Financial 11.39% Reduce -5.9% 148,643 $22.1M
Cosner Financial Group, LLC 11.19% Add +0.5% 147,548 $21.9M
KM Capital Management Ltd. 11.19% Reduce -21.2% 147,271 $21.9M
Crestwood Advisors Group, LLC 0.36% Reduce -2.0% 146,253 $21.7M
Vise Technologies, Inc. 0.42% Add +111.6% 145,507 $21.6M
Koshinski Asset Management, Inc. 1.39% Add +1.0% 145,202 $21.6M
Modern Wealth Management, LLC 0.39% Add +2.3% 142,008 $21.1M
Comerica Bank 0.08% Add +2.7% 141,578 $21.1M
Gleason Group, Inc. 2.03% Reduce -0.2% 139,070 $20.7M
National Bank of Canada 0.02% Add +105.7% 138,809 $20.6M
Plancorp, LLC 0.62% Add +9.0% 137,315 $20.4M
Sax Wealth Advisors, LLC 0.96% Add +2.2% 136,716 $20.3M
Hickory Point Bank & Trust 14.62% Reduce -1.1% 135,550 $20.2M
Essex Financial Services, Inc. 1.12% Reduce -0.6% 132,814 $19.7M
Finhabits Advisors LLC 18.46% — 132,321 $19.7M
Jane Street Group, LLC 0.02% Reduce -16.8% 131,172 $19.5M
Janney Montgomery Scott LLC 0.04% Add +19.8% 130,624 $19.4M
Gotham Asset Management 0.07% No change 128,689 $19.1M
Robertson Stephens Wealth Management, LLC 0.54% Reduce -8.6% 128,450 $19.1M
Physician Wealth Advisors, Inc. 2.62% Reduce -3.5% 126,688 $18.8M
Romano Brothers and Company 2.13% Reduce -0.1% 125,778 $18.7M
Kaufman Rossin Wealth, LLC 9.68% Add +5.5% 125,041 $18.6M
Cynosure Group, LLC 1.88% Reduce -8.6% 124,597 $18.5M
Wealthspire Retirement, LLC 1.11% Reduce -0.9% 123,190 $18.3M
Benchmark Financial Wealth Advisors, LLC 5.22% Reduce -1.9% 122,276 $18.2M
Litman Gregory Wealth Management LLC 1.33% Reduce -2.8% 122,226 $18.2M
Heritage Financial Services, LLC 1.52% Reduce -7.0% 122,164 $18.2M
Brookstone Capital Management 0.21% Reduce -1.9% 121,828 $18.1M
Thrivent Financial for Lutherans 0.03% Reduce -2.3% 120,608 $18.0M
Tortoise Investment Management, LLC 1.56% Reduce -7.0% 119,211 $17.7M
Thoroughbred Financial Services, LLC 1.04% Reduce -1.2% 117,740 $17.5M
OneDigital Investment Advisors LLC 0.17% Reduce -1.2% 117,690 $17.5M
Beacon Financial Group 1.73% Reduce -3.9% 117,081 $17.4M
Oakwell Private Wealth Management, LLC 3.20% Reduce -0.1% 115,288 $17.1M
Stevens Capital Partners 4.44% Add +2.0% 113,989 $16.9M
BCGM Wealth Management, LLC 4.27% Reduce -2.4% 112,499 $16.7M
Farther Finance Advisors, LLC 0.18% Add +102.5% 112,126 $16.7M
NWF Advisory Services Inc. 1.80% Reduce -1.5% 109,403 $16.3M
Cornell Pochily Investment Advisors, Inc. 4.71% Add +6.3% 109,232 $16.2M
Sjbenen Advisory, LLC 16.82% — 109,033 $16.2M
Greenleaf Trust 0.15% Reduce -1.0% 108,341 $16.1M
Empower Advisory Group, LLC 0.04% Reduce -21.8% 107,656 $16.0M
1900 Wealth Management LLC 1.01% Reduce -1.1% 106,401 $15.8M
Independent Financial Group, LLC 0.35% Add +3.6% 106,243 $15.8M
Elevate Wealth Advisory, Inc. 10.68% Add +1.9% 105,103 $15.6M
WBH Advisory Inc. 1.16% Reduce -1.4% 104,952 $15.6M
Waverly Advisors, LLC 0.13% Add +2.9% 104,126 $15.5M
Merit Financial Group, LLC 0.12% Add +25.6% 103,949 $15.5M
Steward Partners Investment Advisory, LLC 0.08% Add +157.9% 103,484 $15.4M
Kingsview Wealth Management, LLC 0.22% Add +1.3% 103,350 $15.4M
Callan Family Office, LLC 0.33% Reduce -1.6% 103,148 $15.3M
Smith Shellnut Wilson LLC 5.85% Add +5.6% 102,670 $15.3M
Smithfield Trust Co 0.67% Add +6.0% 102,135 $15.2M
MAI Capital Management 0.09% Add +1.6% 100,634 $15.0M
Sagespring Wealth Partners, LLC 0.27% Add +0.7% 99,887 $14.9M
OMNI 360 Wealth, Inc. 7.55% Add +3.9% 97,571 $14.8M
Jmac Enterprises LLC 2.79% Add +1.3% 98,089 $14.6M
Family Manage LLC 1.84% Add +1.1% 98,014 $14.6M
Glenview Trust Co 0.22% Reduce -2.0% 97,856 $14.6M
Evansbrook LLC 9.73% — 97,800 $14.5M
Baron Silver Stevens Financial Advisors, LLC 2.09% Add +0.4% 97,415 $14.5M
McElhenny Sheffield Capital Management, LLC 3.52% Add +3.2% 97,395 $14.5M
Arkadios Wealth Advisors 0.28% Reduce -5.2% 96,032 $14.3M
Wealthspire Advisors, LLC 0.11% Reduce -48.0% 95,313 $14.2M
Spectrum Strategic Capital Management, LLC 7.45% Add +2.6% 94,222 $14.0M
Roger Wittlin Investment Advisory, LLC 9.79% Reduce -15.1% 94,193 $14.0M
KFA Private Wealth Group, LLC 3.39% Add +39.7% 93,646 $13.9M
Choreo, LLC 0.18% Reduce -2.8% 92,842 $13.9M
Farrow Financial, Inc. 7.99% Reduce -6.3% 93,495 $13.9M
Guardian Wealth Advisors, LLC / NC 0.86% Add +3.2% 92,097 $13.7M
First Foundation Advisors 0.52% Reduce -1.1% 92,075 $13.7M
King Wealth Management Group 1.65% Reduce -1.2% 91,926 $13.7M
Solano Wealth Investment Advisors LLC 6.74% Reduce -1.1% 91,529 $13.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.21% Reduce -6.8% 91,509 $13.6M
Chicago Partners Investment Group LLC 0.34% Add +5.8% 90,062 $13.6M
Kestra Private Wealth Services, LLC 0.17% Add +11.1% 91,309 $13.6M
Regent Peak Wealth Advisors LLC 2.67% Reduce -1.7% 91,226 $13.6M
Ashton Thomas Private Wealth, LLC 0.32% Add +6.1% 88,539 $13.2M
Magnolia Capital Advisors LLC 2.77% Add +62.0% 88,506 $13.2M
HMV Wealth Advisors, LLC 6.56% Add +32.6% 88,161 $13.1M
GuidedMoney, LLC 6.96% — 87,629 $13.0M
Asset Dedication, LLC 0.85% Reduce -3.2% 87,342 $13.0M
Renaissance Technologies 0.02% Add +886.4% 86,800 $12.9M
Endowment Wealth Management, Inc. 5.78% Add +54.2% 84,528 $12.6M
Sanctuary Advisors, LLC 0.07% Add +2.7% 84,001 $12.5M
Crescent Grove Advisors, LLC 1.19% Reduce -7.4% 83,924 $12.5M
Guardsman Private Capital Management, Inc. 9.88% — 83,341 $12.4M
Clear Retirement Advice LLC 9.56% — 82,006 $12.3M
Argent Trust Co 0.42% Add +0.1% 82,662 $12.3M
Satovsky Asset Management LLC 2.35% Add +0.1% 81,411 $12.1M
Level Wealth Management LLC 6.13% Reduce -15.5% 80,671 $12.0M
Freestone Capital Holdings, LLC 0.35% Reduce -7.4% 80,019 $11.9M
Clearstead Advisors, LLC 0.15% Reduce -7.8% 79,415 $11.8M
Tudor Investment Corporation 0.07% Add +199.1% 78,605 $11.7M
Kovack Advisors, Inc. 0.56% Add +969.5% 78,429 $11.7M
Rollins Financial Advisors, LLC 1.70% Reduce -3.1% 78,048 $11.6M
Fulcrum Equity Management 11.05% Reduce -1.9% 77,685 $11.6M
Single Point Partners, LLC 2.24% Reduce -0.5% 76,056 $11.3M
CreativeOne Wealth, LLC 0.27% Add +6.5% 75,706 $11.3M
Global Retirement Partners, LLC 0.20% Add +5.6% 75,540 $11.2M
Stratos Wealth Partners, LTD. 0.13% Add +0.3% 75,473 $11.2M
HBE Wealth Management, LLC 10.55% — 75,391 $11.2M
Private Wealth Asset Management, LLC 1.22% Reduce -0.7% 75,243 $11.2M
Sequoia Financial Advisors, LLC 0.06% Add +7.2% 74,339 $11.1M
Fifth Third Securities, Inc. 0.72% Add +9.7% 74,307 $11.0M
Brooklyn FI, LLC 2.35% Add +21.2% 73,873 $11.0M
Bank of Montreal 0.00% Add +29.4% 73,699 $11.0M
Signature Estate & Investment Advisors LLC 0.22% Reduce -0.7% 73,365 $10.9M
Ieq Capital, LLC 0.03% Reduce -0.9% 71,920 $10.7M
Moneywise, Inc. 4.45% Reduce -24.7% 71,894 $10.7M
First Hawaiian Bank 1.42% Reduce -1.4% 71,645 $10.7M
BBR Partners, LLC 0.57% New 71,285 $10.6M
O'shaughnessy Asset Management, LLC 0.06% Reduce -10.5% 70,144 $10.4M
ETF Portfolio Partners, Inc. 2.66% Add +3.4% 69,294 $10.3M
Roble, Belko & Company, Inc 1.34% Reduce -1.6% 69,007 $10.3M
PNC Financial Services Group, Inc. 0.01% Add +12.9% 68,715 $10.2M
Cadia Private Client LLC 7.95% — 67,393 $10.0M
PFG Investments, LLC 0.47% Add +12.1% 67,347 $10.0M
Prasad Wealth Partners, LLC 2.66% Reduce -1.0% 67,017 $10.0M
Grove Bank & Trust 1.10% Reduce -0.1% 65,862 $9.8M
CENTRAL TRUST Co 0.19% Reduce -4.4% 65,587 $9.8M
Investors Research Corp 1.78% Reduce -2.2% 65,424 $9.7M
Bar Harbor Wealth Management 0.55% Add +0.1% 64,422 $9.6M
Towercrest Capital Management 1.50% Add +0.2% 63,972 $9.5M
Edge Financial Advisors LLC 3.98% Reduce -65.8% 63,572 $9.5M
Element Wealth, LLC 3.83% Add +2.3% 62,277 $9.3M
MorganRosel Wealth Management, LLC 2.31% Reduce -4.9% 62,034 $9.2M
DDFG, Inc 1.99% Reduce -3.9% 61,235 $9.1M
Sard Wealth Management Group, LLC 4.99% Reduce -1.7% 61,198 $9.1M
Well Done, LLC 1.35% Add +0.2% 60,819 $9.0M
Naples Global Advisors, LLC 0.67% Reduce -1.3% 60,567 $9.0M
Patriot Investment Management Group, Inc. 0.57% Add +0.0% 60,239 $9.0M
Pathstone Holdings, LLC 0.03% Add +1.5% 59,711 $8.9M
A&I Financial Services, LLC 4.21% Add +4.0% 59,665 $8.9M
Monument Capital Management 2.20% Reduce -1.5% 59,591 $8.9M
Turtle Creek Wealth Advisors, LLC 0.70% Reduce -1.2% 59,590 $8.9M
CogentBlue Wealth Advisors, LLC 6.04% Add +0.1% 59,581 $8.9M
Donor Advised Charitable Giving, Inc. 0.20% Reduce -0.2% 59,298 $8.8M
71 West Capital Partners 0.40% — 59,086 $8.8M
Summit Trail Advisors, LLC 0.15% Reduce -4.3% 58,119 $8.6M
Sage Mountain Advisors LLC 0.45% Add +2.3% 57,671 $8.6M
Rede Wealth, LLC 2.98% New 57,642 $8.6M
US Bancorp \de 0.01% Add +13.6% 57,041 $8.5M
Lynch & Associates 1.60% Add +0.6% 56,855 $8.5M
Flagship Private Wealth, LLC 3.28% Reduce -1.1% 56,163 $8.4M
Forbes J M & Co. LLP 0.68% Reduce -1.5% 56,115 $8.3M
First Financial Bank - Trust Division 0.68% Add +0.2% 55,800 $8.3M
Arax Advisory Partners 0.24% New 55,495 $8.3M
Hardy Reed LLC 0.58% Reduce -0.3% 54,858 $8.2M
Bradley & Co. Private Wealth Management, LLC 4.37% No change 54,780 $8.1M
Wealthcare Capital Management LLC 0.81% Reduce -3.8% 54,560 $8.1M
Modera Wealth Management, LLC 0.09% Reduce -3.8% 54,452 $8.1M
Moneco Advisors, LLC 0.64% Add +0.6% 53,978 $8.0M
BIP Wealth, LLC 0.28% Add +243.7% 53,521 $8.0M
Fairvoy Private Wealth, LLC 1.76% Reduce -3.7% 52,981 $7.9M
Hollencrest Capital Management 0.27% Add +14.8% 52,959 $7.9M
National Philanthropic Trust 0.08% Add +14.9% 52,856 $7.9M
Summit Wealth Partners, LLC 1.45% Add +3.5% 52,809 $7.9M
StoneX Group Inc. 0.34% Reduce -3.8% 52,770 $7.8M
Ironwood Financial, llc 1.32% Reduce -2.2% 51,092 $7.8M
Snowden Capital Advisors LLC 0.20% Reduce -5.5% 51,723 $7.7M
Greenwood Gearhart LLC 0.42% Reduce -23.0% 51,537 $7.7M
Avalon Advisory Group 3.11% Reduce -12.3% 51,265 $7.6M
Legacy Private Trust Co. 0.44% Reduce -1.5% 50,533 $7.5M
Mosaic Advisors LLC 14.49% No change 50,527 $7.5M
Nations Financial Group Inc, /Ia/ 0.40% Add +2.0% 50,500 $7.5M
Davidson Investment Advisors 0.31% Add +0.2% 50,277 $7.5M
Independent Solutions Wealth Management, LLC 1.35% Reduce -5.3% 49,603 $7.4M
Amplius Wealth Advisors, LLC 0.62% Reduce -4.0% 49,313 $7.3M
Claris Advisors, LLC / Mo / 2.23% Add +4.2% 49,251 $7.3M
Wedmont Private Capital 0.25% Add +44.6% 48,351 $7.3M
Grand Wealth Management, LLC 3.29% Reduce -1.2% 48,756 $7.2M
HBK Sorce Advisory LLC 0.17% Reduce -7.0% 47,907 $7.2M
DKM Wealth Management, Inc. 5.39% Reduce -1.6% 48,569 $7.2M
Avior Wealth Management, LLC 0.22% Add +0.4% 48,378 $7.2M
LVZ, Inc. 0.79% Reduce -5.1% 47,360 $7.0M
Sigma Planning Corp 0.19% Reduce -1.7% 47,227 $7.0M
Aegis Wealth Management LLC 3.96% No change 47,167 $7.0M
Park Avenue Securities LLC 0.06% Add +4.4% 46,801 $7.0M
Matthew Goff Investment Advisor, LLC 1.20% Reduce -6.7% 45,554 $6.8M
Foundations Investment Advisors, LLC 0.09% Reduce -4.5% 45,268 $6.7M
Bank of Hawaii 0.33% Reduce -4.4% 45,065 $6.7M
Diversified Portfolios, Inc. 0.55% Add +1.2% 44,625 $6.6M
First Heartland Consultants, Inc. 0.50% Reduce -1.9% 44,571 $6.6M
Capital Planning LLC 1.85% Reduce -1.5% 44,359 $6.6M
Ferguson Wellman Capital Management, Inc. 0.10% No change 43,899 $6.5M
Tsfg, LLC 0.96% Reduce -1.8% 43,426 $6.5M
Apella Capital, LLC 0.13% Reduce -0.2% 43,414 $6.5M
Johnson Investment Counsel Inc. 0.05% Reduce -0.0% 43,173 $6.4M
Hudock, Inc. 0.95% Reduce -2.1% 43,170 $6.4M
Sutton Place Investors LLC 3.52% Reduce -0.1% 43,071 $6.4M
Hassell Wealth Management, LLC 2.13% Add +0.6% 42,034 $6.4M
Franklin Resources Inc. 0.00% Add +0.0% 42,839 $6.4M
Dakota Wealth Management 0.11% Add +0.8% 42,795 $6.4M
Investment Advisory Group, LLC 1.63% Add +1.2% 42,650 $6.3M
Sheets Smith Wealth Management 0.69% Reduce -0.4% 42,355 $6.3M
Libra Wealth LLC 1.73% Reduce -0.1% 41,554 $6.2M
Ritholtz Wealth Management 0.11% Add +17.5% 41,336 $6.1M
Flputnam Investment Management Co. 0.09% Reduce -16.8% 41,061 $6.1M
FAS Wealth Partners, Inc. 0.39% Reduce -1.1% 40,990 $6.1M
GeoWealth Management, LLC 0.22% Reduce -1.8% 40,957 $6.1M
Ridgecrest Wealth Partners, LLC 3.29% Reduce -17.9% 40,821 $6.1M
Exchange Traded Concepts, LLC 0.05% Add +0.8% 40,530 $6.0M
Aspiriant, LLC 0.17% Add +6.0% 40,235 $6.0M
Texas Capital Bank Wealth Management Services Inc 0.34% Add +8.4% 40,094 $6.0M
BlackDiamond Wealth Management, LLC 2.86% Add +8.7% 38,686 $5.9M
Sunbelt Securities, Inc. 0.39% Reduce -2.8% 39,363 $5.9M
Capital Advisors, Ltd. LLC 0.66% Reduce -2.2% 39,254 $5.8M
Bleakley Financial Group, LLC 0.10% New 39,236 $5.8M
Natixis Advisors, LLC 0.01% Add +0.2% 39,200 $5.8M
Columbus Macro, LLC 0.63% Reduce -2.5% 38,976 $5.8M
Yukon Wealth Management, Inc. 3.33% Reduce -7.9% 38,603 $5.8M
MBA Advisors LLC 2.33% Reduce -0.4% 38,913 $5.8M
Correct Capital Wealth Management 1.09% Add +49.7% 38,764 $5.8M
Wealth Management Associates, Inc. 1.99% Reduce -0.2% 38,428 $5.7M
Harbour Investments, Inc. 0.12% Add +4.1% 38,344 $5.7M
Prospera Financial Services Inc 0.09% Add +9.2% 38,034 $5.7M
Abound Wealth Management 1.32% Add +3.0% 37,915 $5.6M
Glen Eagle Advisors, LLC 0.77% Add +14.2% 37,881 $5.6M
Endeavor Private Wealth, Inc. 1.60% Reduce -9.1% 37,651 $5.6M
VestGen Advisors, LLC 0.24% Add +5.7% 37,555 $5.6M
Sigma Investment Counselors Inc. 0.28% Add +1.2% 37,492 $5.6M
AlphaCore Capital LLC 0.12% Add +1289.3% 37,358 $5.6M
Soltis Investment Advisors LLC 0.36% Reduce -4.1% 37,104 $5.5M
Vontobel Holding Ltd. 0.02% Reduce -3.7% 36,997 $5.5M
Canandaigua National Bank & Trust Co. 0.49% Reduce -4.2% 36,922 $5.5M
Dopkins Wealth Management, LLC 2.21% Reduce -6.5% 36,465 $5.4M
Keystone Financial Group 0.40% Reduce -2.2% 36,460 $5.4M
Accurate Wealth Management, LLC 0.69% Add +1.7% 35,678 $5.4M
MA Private Wealth 0.90% Reduce -7.1% 36,334 $5.4M
Blueprint Financial Advisors LLC 0.82% Add +11.3% 36,286 $5.4M
Western Wealth Management, LLC 0.25% Add +0.2% 36,141 $5.4M
GWN Securities Inc. 1.08% Add +7.7% 35,819 $5.3M
EP Wealth Advisors, LLC 0.03% — 35,698 $5.3M
Legacy Financial Group LLC 0.66% Add +2.4% 35,410 $5.3M
Blueprint Investment Partners LLC 0.56% Add +11.5% 35,527 $5.3M
NYL Investors LLC 1.78% Reduce -0.3% 35,215 $5.2M
CFS Investment Advisory Services, LLC 0.38% Add +0.4% 34,759 $5.2M
Heritage Oak Wealth Advisors LLC 1.90% Add +18.9% 34,560 $5.1M
World Investment Advisors 0.08% Add +133.2% 34,549 $5.1M
Allie Family Office LLC 2.40% Reduce -1.0% 34,511 $5.1M
Fonville Wealth Management LLC 1.04% Reduce -3.8% 34,167 $5.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +6.7% 33,967 $5.1M
Baker Tilly Wealth Management, LLC 1.24% Reduce -37.9% 33,849 $5.0M
Up Strategic Wealth Investment Advisors LLC 3.64% No change 33,172 $5.0M
Fairview Capital Investment Management, LLC 0.26% Reduce -0.1% 33,715 $5.0M
Doliver Advisors, LP 1.25% Reduce -1.1% 33,699 $5.0M
Hoxton Planning & Management, LLC 1.49% Add +19.4% 33,579 $5.0M
Samalin Investment Counsel, LLC 1.77% Add +2.5% 33,416 $5.0M
Concurrent Investment Advisors, LLC 0.06% Add +60.1% 33,403 $5.0M
Pennington Partners & Co., LLC 1.97% Add +0.0% 32,995 $4.9M
Lazard Asset Management LLC 0.01% No change 32,865 $4.9M
Moneta Group Investment Advisors LLC 0.04% Add +17.6% 32,457 $4.8M
GSG Advisors LLC 1.24% Add +1.0% 32,217 $4.8M
SVB Wealth LLC 0.28% Reduce -38.7% 31,762 $4.7M
Montecito Bank & Trust 0.75% Add +0.1% 31,628 $4.7M
Shepherd Street Advisors LLC 4.49% — 31,463 $4.7M
SmartHarvest Portfolios, LLC 1.62% — 31,422 $4.7M
Connecticut Capital Management Group, LLC 4.43% — 31,154 $4.6M
Pitcairn Wealth Advisors LLC 0.42% — 31,146 $4.6M
J.W. Cole Advisors, Inc. 0.11% Reduce -1.3% 63,148 $4.6M
TFO Wealth Partners, LLC 0.68% Add +0.2% 30,371 $4.5M
Apollon Wealth Management, LLC 0.08% Reduce -1.7% 30,282 $4.5M
Aspen Wealth Management LLC 0.93% Add +0.3% 29,887 $4.4M
Virtue Capital Management, LLC 0.67% Add +1299.4% 29,290 $4.4M
Sentinel Pension Advisors, LLC 0.67% Add +2.6% 29,232 $4.3M
Blue Fin Capital, Inc. 0.67% Add +13.9% 29,084 $4.3M
Alliance Wealth Management Group 0.94% Add +1.6% 28,805 $4.3M
Symphony Financial Services, Inc. 2.17% Add +1.6% 28,528 $4.2M
Able Wealth Management LLC 1.34% Add +1.1% 28,450 $4.2M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -5.5% 28,315 $4.2M
Wealthcare Advisory Partners LLC 0.08% Reduce -0.4% 28,250 $4.2M
Bessemer Group Inc. 0.01% No change 28,165 $4.2M
Claro Advisors Inc. 0.57% Add +4.7% 28,098 $4.2M
Forte Asset Management LLC 1.89% Add +1.9% 28,011 $4.2M
Clark Asset Management, LLC 0.43% Add +0.1% 27,866 $4.1M
Rf&l Wealth Management, LLC 2.31% Add +5.3% 27,704 $4.1M
Fortress Financial Solutions, LLC 4.21% Reduce -0.4% 27,666 $4.1M
JSF Financial, LLC 0.85% Reduce -6.1% 27,579 $4.1M
Vericrest Private Wealth 3.64% — 27,518 $4.1M
Private Trust Co. NA 0.36% Add +0.4% 27,342 $4.1M
Joel Isaacson & Co., LLC 0.13% Add +0.3% 27,120 $4.0M
Alta Wealth Advisors LLC 1.34% Add +6.8% 27,033 $4.0M
Voisard Asset Management Group, Inc. 0.86% Add +0.1% 26,817 $4.0M
Summit Investment Advisory Services, LLC 1.50% Reduce -0.3% 26,804 $4.0M
Segment Wealth Management, LLC 0.23% Add +0.3% 26,736 $4.0M
Dorsey & Whitney Trust CO LLC 0.21% No change 26,677 $4.0M
Climber Capital SA 2.57% — 32,482 $3.9M
Carrera Capital Advisors 0.66% Add +12.9% 26,340 $3.9M
Drucker Wealth 3.0, LLC 0.68% Add +1.1% 26,074 $3.9M
N.E.W. Advisory Services LLC 0.29% Reduce -3.3% 26,072 $3.9M
Belleair Asset Management, LLC 3.67% — 25,893 $3.9M
TFC Financial Management, Inc. 0.48% Reduce -1.1% 25,651 $3.8M
Strategic Blueprint, LLC 0.22% Reduce -57.9% 25,579 $3.8M
BridgePort Financial Solutions, LLC 1.02% Add +1.2% 25,485 $3.8M
IHT Wealth Management, LLC 0.09% Add +26.7% 25,256 $3.8M
Oxford Financial Group, LTD. LLC 0.21% Reduce -0.4% 25,259 $3.8M
Nicholson Meyer Capital Management, Inc. 2.84% Add +0.3% 25,244 $3.8M
Choate Investment Advisors 0.07% No change 25,243 $3.8M
Curat Global, LLC 4.16% Add +7.3% 25,161 $3.7M
Nepc LLC 0.08% No change 25,076 $3.7M
Silvia McColl Wealth Management, LLC 2.45% No change 24,800 $3.7M
NewEdge Wealth, LLC 0.04% Add +60.3% 24,712 $3.7M
Badgley Phelps Wealth Managers, LLC 0.07% Add +3.9% 24,611 $3.7M
Pinnacle Financial Partners, Inc. 0.03% — 24,472 $3.6M
Glass Jacobson Investment Advisors llc 1.31% Reduce -7.0% 24,443 $3.6M
Brown Advisory Inc. 0.01% Reduce -6.4% 24,437 $3.6M
Carr Financial Group Corp 0.96% Reduce -0.1% 24,347 $3.6M
Gladstone Institutional Advisory LLC 0.14% Reduce -12.9% 24,265 $3.6M
Rather & Kittrell, Inc. 0.58% Reduce -1.0% 24,235 $3.6M
ShoreHaven Wealth Partners, LLC 1.29% No change 24,210 $3.6M
Kings Path Partners LLC 1.26% Reduce -0.2% 24,172 $3.6M
Jackson Thornton Wealth Management, LLC 0.34% Add +40.8% 23,744 $3.6M
Retirement Planning Group, LLC 0.12% Add +3.7% 24,053 $3.6M
Formulate Financial LLC 4.17% Reduce -0.1% 23,940 $3.6M
Jefferies Financial Group Inc. 0.03% Add +0.0% 23,833 $3.5M
Foster Group, Inc. 0.11% Add +2.1% 23,628 $3.5M
SCS Capital Management LLC 0.04% Add +1.0% 23,596 $3.5M
Vanguard Group Inc. 0.00% Add +12.3% 23,561 $3.5M
Fiduciary Alliance LLC 0.23% Add +3.8% 23,291 $3.5M
Tiaa Trust, National Association 0.01% Reduce -0.6% 23,260 $3.5M
TD Private Client Wealth LLC 0.07% Add +24.0% 23,094 $3.4M
Strategic Equity Management 1.16% Reduce -7.9% 22,956 $3.4M
Godfrey Financial Associates, Inc. 2.91% — 22,619 $3.4M
Tenon Financial LLC 1.41% No change 22,540 $3.4M
SC&H Financial Advisors, Inc. 0.52% Reduce -1.4% 22,389 $3.3M
Compound Planning, Inc. 0.10% Add +49.4% 22,347 $3.3M
RFG Advisory, LLC 0.06% Reduce -3.8% 22,003 $3.3M
Discipline Wealth Solutions, LLC 0.60% Reduce -1.3% 21,946 $3.3M
AE Wealth Management LLC 0.02% Add +1.1% 21,936 $3.3M
Apollon Financial, LLC 0.47% Add +0.1% 21,880 $3.3M
SFG Wealth Management, LLC. 1.27% Add +0.3% 21,684 $3.2M
Calton & Associates, Inc. 0.47% Reduce -3.6% 21,600 $3.2M
One Wealth Advisors, LLC 0.39% Add +6.0% 21,600 $3.2M
M&T Bank Corp 0.01% Reduce -44.6% 21,599 $3.2M
Mayflower Financial Advisors, LLC 0.39% Add +1.3% 21,595 $3.2M
May Hill Capital, LLC 0.87% Add +0.3% 21,586 $3.2M
Saxony Capital Management, LLC 1.95% Add +283.6% 21,410 $3.2M
Signature Resources Capital Management, LLC 1.61% No change 21,364 $3.2M
Quadrant Private Wealth Management, LLC 0.52% Add +0.9% 21,351 $3.2M
Luminvest Wealth Management LLC 0.88% Reduce -16.2% 21,351 $3.2M
Bokf, NA 0.05% Reduce -2.2% 21,217 $3.2M
Walkner Condon Financial Advisors LLC 0.43% Reduce -31.9% 20,983 $3.1M
GTS Securities LLC 0.11% Reduce -34.1% 20,807 $3.1M
Lauterbach Financial Advisors, LLC 1.51% Reduce -1.4% 20,700 $3.1M
Curi Capital, LLC 0.05% Reduce -0.7% 20,684 $3.1M
PFG Advisors 0.15% Reduce -3.0% 20,630 $3.1M
Prosperity Consulting Group, LLC 0.14% Add +63.1% 20,628 $3.1M
Buttonwood Financial Advisors Inc. 1.02% Reduce -1.8% 20,555 $3.1M
Unique Wealth, LLC 0.43% Add +2.9% 20,491 $3.0M
AdvisorNet Financial, Inc 0.16% Add +0.1% 20,429 $3.0M
Diversify Advisory Services, LLC 0.10% Add +3.8% 20,010 $3.0M
Maltin Wealth Management, Inc. 1.21% Add +2.6% 20,384 $3.0M
Kelly Financial Services LLC 0.76% Reduce -5.8% 20,290 $3.0M
TKG Advisors, LLC 1.21% No change 20,160 $3.0M
WealthCollab, LLC 1.22% Reduce -1.2% 20,076 $3.0M
Schrum Private Wealth Management LLC 2.20% Add +2.8% 20,040 $3.0M
First National Bank & Trust Co. of Newtown 0.54% No change 19,930 $3.0M
Integrity Alliance, Llc. 0.11% Add +9.1% 19,863 $3.0M
Agf Management Ltd. 0.01% No change 19,775 $2.9M
Debussy Capital Management LP 0.40% Reduce -17.6% 19,547 $2.9M
Mutual Advisors, LLC 0.06% Reduce -0.9% 19,523 $2.9M
Evoke Wealth, LLC 0.06% Add +0.0% 19,501 $2.9M
Neuberger Berman Group LLC 0.00% Add +113.0% 19,485 $2.9M
Essex Bank 0.62% Add +1.1% 19,361 $2.9M
Serenus Wealth Advisors, LLC 0.56% No change 19,292 $2.9M
Northwest Bancshares, Inc. 0.55% Reduce -1.1% 19,015 $2.8M
Great Point Wealth Advisors, LLC 0.51% Reduce -1.8% 18,926 $2.8M
Quad-Cities Investment Group, LLC 1.16% Reduce -2.2% 18,903 $2.8M
LaSalle St. Investment Advisors, LLC 0.45% Add +14.0% 18,693 $2.8M
Broad Run Investment Management, LLC 0.52% New 18,657 $2.8M
Snider Financial Group 0.74% Reduce -5.0% 18,581 $2.8M
Cooper Financial Group 0.29% Add +119.9% 18,571 $2.8M
Cornerstone Wealth Group, LLC 0.19% Reduce -48.2% 18,482 $2.7M
Range Advisory, LLC 0.70% — 18,306 $2.7M
Tranquility Partners, LLC 0.97% Add +14.6% 18,196 $2.7M
Assetmark, Inc. 0.01% Reduce -0.4% 18,168 $2.7M
Keystone Financial Group, Inc. 1.41% Add +0.3% 18,146 $2.7M
Sage Financial Group Inc. 0.18% Reduce -4.3% 18,112 $2.7M
Perigon Wealth Management, LLC 0.05% Add +23.7% 18,066 $2.7M
Coldstream Capital Management Inc. 0.03% Reduce -18.6% 17,984 $2.7M
Parkwoods Wealth Partners, LLC 0.79% Add +2.7% 17,951 $2.7M
Venturi Wealth Management, LLC 0.12% Reduce -0.3% 17,938 $2.7M
Cascade Financial Partners, LLC 0.27% Reduce -8.2% 17,900 $2.7M
Financial Engines Advisors L.L.C. 0.01% Reduce -9.7% 17,831 $2.7M
Associated Banc-Corp 0.07% Reduce -5.0% 17,486 $2.6M
Morling Financial Advisors, LLC 0.82% Add +0.7% 17,478 $2.6M
Asset One Wealth Management LLC 0.36% — 17,086 $2.6M
Flywheel Private Wealth LLC 1.61% Add +92.3% 17,323 $2.6M
Convergence Financial, LLC 0.37% Add +6.5% 17,057 $2.5M
Farmers & Merchants Investments Inc. 0.07% Add +0.1% 17,027 $2.5M
Flagship Harbor Advisors, LLC 0.12% Add +0.2% 17,006 $2.5M
Peak Financial Management, Inc. 0.65% Reduce -1.1% 16,990 $2.5M
Centerpoint Advisors, LLC 0.78% Add +4.4% 16,953 $2.5M
Archer Investment Corp 0.57% Reduce -1.3% 16,948 $2.5M
Phillips Financial Management, LLC 0.16% Add +0.2% 16,851 $2.5M
Hamilton Capital, LLC 0.13% — 16,835 $2.5M
Cardiff Park Advisors, LLC 0.21% Reduce -0.3% 16,742 $2.5M
Wealth Group Ltd 0.56% Reduce -3.2% 16,691 $2.5M
Sowa Financial Group, Inc. 1.29% Reduce -0.6% 16,637 $2.5M
Cherry Tree Wealth Management, LLC 0.52% Reduce -1.1% 16,497 $2.5M
XY Planning Network, Inc. 0.43% Add +118.1% 16,494 $2.5M
Regency Capital Management Inc.\DE 1.02% Add +35.1% 16,486 $2.5M
Tower Research Capital LLC (TRC) 0.06% Reduce -86.8% 16,278 $2.4M
Tempo Wealth, LLC 0.43% — 16,246 $2.4M
Stratos Wealth Advisors, LLC 0.12% Add +3.3% 16,048 $2.4M
Riverbend Wealth Management, LLC 1.49% Add +39.7% 15,954 $2.4M
Savvy Advisors, Inc. 0.08% Add +71.8% 15,936 $2.4M
Asempa Wealth Advisors 2.04% — 15,896 $2.4M
Csenge Advisory Group 0.11% Reduce -0.2% 15,890 $2.4M
Midwest Trust Co 0.03% Add +47.6% 15,653 $2.3M
CIBC Private Wealth Group LLC 0.00% Reduce -0.7% 15,501 $2.3M
McGlone Suttner Wealth Management, Inc. 0.31% Reduce -1.2% 15,480 $2.3M
Objective Capital Management, LLC 2.34% Add +0.5% 15,473 $2.3M
Accredited Investors Inc. 0.12% Reduce -3.9% 15,405 $2.3M
Keybank National Association 0.01% Reduce -8.7% 15,316 $2.3M
Kingswood Wealth Advisors, LLC 0.11% Add +354.1% 15,285 $2.3M
Financial Architects, LLC 1.22% No change 15,280 $2.3M
Guidance Point Advisors, LLC 0.54% Reduce -1.6% 15,242 $2.3M
Birch Financial Group, LLC 1.29% Reduce -5.8% 15,165 $2.3M
Destiny Wealth Partners, LLC 0.26% No change 14,732 $2.2M
Trivium Point Advisory, LLC 0.22% Reduce -3.3% 14,962 $2.2M
Talisman Wealth Advisors LLC 1.73% Reduce -5.7% 14,928 $2.2M
Signaturefd, LLC 0.03% Add +1.4% 14,887 $2.2M
Wealth Effects LLC 0.69% No change 14,751 $2.2M
Vistica Wealth Advisors, LLC 2.18% — 14,741 $2.2M
Bogart Wealth, LLC 0.09% Add +15.3% 14,664 $2.2M
Pasadena Private Wealth, LLC 0.30% Add +1.9% 14,611 $2.2M
Financial Management Professionals, Inc. 0.22% No change 14,566 $2.2M
Grey Ledge Advisors, LLC 0.49% Reduce -8.1% 14,492 $2.2M
ZWJ Investment Counsel Inc. 0.08% Reduce -3.4% 14,355 $2.1M
Cyndeo Wealth Partners, LLC 0.11% Reduce -1.9% 14,192 $2.1M
Traveka Wealth, LLC 0.85% Add +482.1% 14,053 $2.1M
Compass Ion Advisors, LLC 0.20% Add +0.0% 14,012 $2.1M
Robinson Smith Wealth Advisors LLC 1.42% Reduce -0.0% 13,965 $2.1M
Valeo Financial Advisors, LLC 0.05% Reduce -2.9% 13,929 $2.1M
Icon Wealth Advisors, LLC 0.14% Add +0.1% 13,887 $2.1M
Advisors Capital Management, LLC 0.02% Add +70.7% 13,717 $2.0M
ABLE Financial Group, LLC 0.41% Reduce -2.8% 13,649 $2.0M
Oppenheimer & Co. Inc. 0.03% Add +12.5% 13,580 $2.0M
Hobbs Group Advisors, LLC 0.60% Add +5.2% 13,375 $2.0M
Axxcess Wealth Management, LLC 0.04% Reduce -0.3% 13,373 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +3.1% 13,275 $2.0M
Fifth Third Bancorp 0.01% Add +50.5% 13,272 $2.0M
First Interstate Bank 0.11% Reduce -6.9% 13,224 $2.0M
Stephenson & Company, Inc. 1.08% No change 13,202 $2.0M
BlueStem Wealth Partners, LLC 0.21% Reduce -2.2% 13,066 $1.9M
Three Arch Wealth Management LLC 0.36% — 13,044 $1.9M
Prosperity Planning, Inc. 0.72% Add +0.4% 13,037 $1.9M
Whitcomb & Hess, Inc. 0.46% Reduce -7.0% 12,754 $1.9M
Westside Investment Management, Inc. 0.31% Reduce -0.1% 12,991 $1.9M
Oak Barrel Wealth Advisory LLC 1.15% — 12,923 $1.9M
KOM Wealth Management Group, LLC 1.36% Reduce -1.7% 12,904 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -3.3% 12,853 $1.9M
Aaron Wealth Advisors LLC 0.11% Reduce -19.9% 12,797 $1.9M
Colter Lewis Investment Partners LLC 2.20% — 12,789 $1.9M
Centennial Wealth Advisory LLC 0.50% Reduce -8.2% 12,751 $1.9M
Box Hill Private Wealth LLC 1.91% — 12,672 $1.9M
Berman McAleer LLC 0.26% Reduce -1.4% 12,637 $1.9M
Laird Norton Wetherby Trust Company, LLC 0.04% New 12,556 $1.9M
Nemes Rush Group LLC 0.17% Add +14.6% 12,452 $1.9M
Bank Hapoalim BM 0.17% No change 12,444 $1.9M
Parkside Investments, LLC 0.23% Add +0.8% 12,384 $1.8M
Security Financial Services, INC. 0.29% Add +4.3% 12,358 $1.8M
My Personal CFO, LLC 0.76% New 12,287 $1.8M
Gryphon Financial Partners LLC 0.19% Add +0.0% 12,222 $1.8M
Mill Creek Capital Advisors, LLC 0.04% Add +0.0% 12,047 $1.8M
Walsh & Associates, LLC 1.76% — 12,038 $1.8M
Insigneo Advisory Services, LLC 0.13% Reduce -2.4% 11,989 $1.8M
SageView Advisory Group, LLC 0.06% Reduce -1.2% 11,978 $1.8M
Tennessee Valley Asset Management Partners 0.23% Add +14.1% 11,932 $1.8M
Pioneer Trust Bank N A 0.41% No change 11,750 $1.7M
Bawa N Mallick Trust 0.64% Add +0.1% 11,677 $1.7M
Weaver Consulting Group 0.42% No change 11,647 $1.7M
HRT Financial LP 0.01% Add +166.6% 11,636 $1.7M
Caliber Wealth Management, LLC / KS 0.19% Reduce -3.2% 11,605 $1.7M
Brooklyn Investment Group 0.08% Add +3.5% 11,474 $1.7M
Professional Financial Advisors, LLC 0.35% Add +0.5% 11,547 $1.7M
Beacon Financial Advisory LLC 0.40% Reduce -1.2% 11,540 $1.7M
Rosenberg Matthew Hamilton 0.35% Reduce -6.2% 11,478 $1.7M
BCS Wealth Management 0.17% Add +96.9% 11,390 $1.7M
D'Orazio & Associates, Inc. 0.22% Add +2.5% 11,386 $1.7M
Finley Financial, LLC 0.77% Reduce -0.3% 11,345 $1.7M
D.A. Davidson & Co. 0.01% Reduce -0.1% 11,338 $1.7M
Balentine LLC 0.06% Reduce -14.2% 11,325 $1.7M
PCA Investment Advisory Services Inc. 0.59% Add +0.3% 11,283 $1.7M
Cogent Strategic Wealth LLC 1.82% — 11,065 $1.7M
Mgo One Seven LLC 0.03% Add +0.8% 11,174 $1.7M
Cahaba Wealth Management, Inc. 0.12% Reduce -2.8% 11,147 $1.7M
Pinnacle Family Advisors, LLC 0.72% Reduce -1.6% 11,032 $1.6M
Salvus Wealth Management, LLC 0.91% New 10,996 $1.6M
Wedbush Securities Inc. 0.05% Add +64.6% 10,942 $1.6M
Westmount Partners, LLC 0.40% Add +1.2% 10,914 $1.6M
Aft, Forsyth & Sober, LLC 0.49% Reduce -9.6% 10,875 $1.6M
Legacy Advisors, LLC 0.17% No change 10,867 $1.6M
MN Wealth Advisors, LLC 0.81% Reduce -2.3% 10,821 $1.6M
Clarity Asset Management, Inc. 0.88% Reduce -1.8% 10,803 $1.6M
Invst, LLC 0.17% Reduce -6.2% 10,647 $1.6M
Crusonia Wealth Advisors LLC 0.35% — 10,640 $1.6M
Marino, Stram & Associates LLC 0.29% No change 10,623 $1.6M
JDH Wealth Management, LLC 1.08% No change 10,599 $1.6M
Cantor Fitzgerald Investment Advisors L.P. 0.12% No change 10,598 $1.6M
Smartleaf Asset Management LLC 0.06% Add +815.9% 10,514 $1.6M
Magnolia Private Wealth, LLC 1.10% Reduce -5.3% 10,587 $1.6M
Visionary Wealth Advisors 0.07% Reduce -0.7% 10,540 $1.6M
Clayton Financial Group LLC 0.80% New 10,512 $1.6M
Klingman & Associates, LLC 0.08% Reduce -9.7% 10,510 $1.6M
MBL Wealth, LLC 0.13% Add +15.7% 10,489 $1.6M
Accelerate Investment Advisors LLC 1.05% Add +4.5% 10,459 $1.6M
Bouvel Investment Partners, LLC 0.45% Add +13.6% 10,441 $1.6M
RHS Financial, LLC 0.76% Add +14.4% 10,426 $1.6M
Level Four Advisory Services, LLC 0.05% Reduce -4.3% 10,423 $1.5M
Galvin, Gaustad & Stein, LLC 0.12% Add +5.8% 10,403 $1.5M
Tanglewood Legacy Advisors, LLC 0.58% Add +0.3% 10,398 $1.5M
Coordinated Financial Services, Inc. 0.89% Reduce -3.3% 10,312 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -16.3% 10,262 $1.5M
Sovereign Financial Group, Inc. 0.27% Add +0.3% 10,205 $1.5M
Patten Group, Inc. 0.28% Reduce -18.8% 10,160 $1.5M
Two Sigma Securities, LLC 0.21% Add +12.2% 10,152 $1.5M
NorthCoast Asset Management LLC 0.03% Reduce -97.0% 10,146 $1.5M
Index Fund Advisors, Inc. 0.07% No change 10,109 $1.5M
Integrated Advisors Network LLC 0.07% Reduce -2.9% 10,107 $1.5M
Private Management Group Inc. 0.04% No change 10,000 $1.5M
Chicago Capital, LLC 0.04% Reduce -0.4% 9,974 $1.5M
Eagle Bluffs Wealth Management LLC 0.60% Add +14.3% 9,972 $1.5M
Cahill Financial Advisors Inc. 0.16% Reduce -0.5% 9,882 $1.5M
Cary Street Partners Financial LLC 0.04% New 9,851 $1.5M
FourThought Financial Partners, LLC 0.12% Add +0.2% 9,819 $1.5M
Silver Oak Securities, Incorporated 0.10% Add +6.8% 9,730 $1.5M
Madison Wealth Partners, Inc 0.26% Reduce -7.3% 9,746 $1.4M
Signature Wealth Management Partners, LLC 0.72% Add +1.0% 9,744 $1.4M
Focus Financial Network, Inc. 0.05% Add +11.4% 9,736 $1.4M
Penobscot Wealth Management 0.45% Add +0.3% 9,704 $1.4M
Sugar Maple Asset Management, LLC 0.97% Add +0.0% 9,671 $1.4M
Seaside Wealth Management, Inc. 0.41% Reduce -3.7% 9,610 $1.4M
Meridian Wealth Partners, LLC 0.20% Reduce -3.6% 9,561 $1.4M
Wolff Wiese Magana LLC 0.78% Reduce -0.1% 9,553 $1.4M
Capital Investment Advisors, LLC 0.02% Reduce -1.1% 9,481 $1.4M
Wescott Financial Advisory Group, LLC 0.12% Reduce -1.7% 9,403 $1.4M
Somerset Trust Co 0.43% No change 9,385 $1.4M
Earned Wealth Advisors, LLC 0.10% Add +1.2% 9,364 $1.4M
Pathway Financial Advisors LLC 0.17% No change 9,200 $1.4M
Fidelis Capital Partners, LLC 0.10% Reduce -12.9% 9,318 $1.4M
Fielder Capital Group LLC 0.29% Reduce -4.0% 9,302 $1.4M
Curated Wealth Partners LLC 0.15% No change 9,301 $1.4M
NorthRock Partners, LLC 0.02% Add +11.1% 9,281 $1.4M
Institute for Wealth Management, LLC. 0.15% Reduce -4.3% 9,263 $1.4M
Krilogy Financial LLC 0.05% No change 9,082 $1.4M
Northstar Financial Companies, Inc. 1.09% Reduce -27.2% 9,192 $1.4M
Gibson Capital, LLC 0.25% Add +17.4% 9,167 $1.4M
Clifford Swan Investment Counsel LLC 0.05% No change 9,151 $1.4M
Global View Capital Management LLC 0.25% Reduce -11.0% 9,116 $1.4M
Oakworth Capital, Inc. 0.07% No change 9,066 $1.3M
Evernest Financial Advisors, LLC 0.28% No change 8,872 $1.3M
Baring Financial LLC 0.82% Reduce -1.1% 9,057 $1.3M
Almanack Investment Partners, LLC. 0.23% No change 9,053 $1.3M
Mosaic Family Wealth Partners, LLC 0.15% No change 8,952 $1.3M
Mayport, LLC 0.26% No change 8,827 $1.3M
Money Concepts Capital Corp. 0.07% Reduce -4.2% 8,770 $1.3M
Sprinkle Financial Consultants LLC 0.66% Add +0.8% 8,767 $1.3M
Base Wealth Management LLC 0.70% Reduce -0.4% 8,754 $1.3M
Mather Group, Llc. 0.01% Add +3.9% 8,732 $1.3M
Detalus Advisors, LLC 0.31% Add +2.9% 8,654 $1.3M
Corrado Advisors, LLC 0.63% Add +3.2% 8,508 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Add +0.1% 8,460 $1.3M
Cypress Wealth Services, LLC 0.17% Add +1.4% 8,439 $1.3M
Wellington-Altus USA Inc. 0.93% — 8,435 $1.3M
Human Investing LLC 0.18% Add +2.9% 8,434 $1.3M
Daymark Wealth Partners, LLC 0.04% Reduce -10.2% 8,403 $1.2M
North Star Asset Management Inc. 0.05% Reduce -5.8% 8,365 $1.2M
Helium Advisors LLC 1.26% Reduce -2.7% 8,359 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.26% Add +0.3% 8,324 $1.2M
Pacific Capital Wealth Advisors, Inc. 0.21% Add +39.4% 8,311 $1.2M
Petros Family Wealth, LLC 0.82% Add +375.0% 8,308 $1.2M
Southeast Asset Advisors, LLC 0.12% Reduce -1.4% 8,292 $1.2M
Rodgers & Associates, LTD 0.12% No change 8,249 $1.2M
Solstein Capital, LLC 0.49% New 8,240 $1.2M
Horst & Graben Wealth Management LLC 0.18% Add +0.5% 8,178 $1.2M
Atwood & Palmer Inc. 0.07% No change 8,127 $1.2M
Winter & Associates, Inc. 1.11% — 8,112 $1.2M
Meridian Management Co. 0.30% No change 8,100 $1.2M
Ares Financial Consulting, LLC 1.14% — 8,029 $1.2M
Pinnacle Wealth Management Group, Inc. 0.60% Add +7.4% 8,025 $1.2M
Sylvest Advisors, LLC 0.64% Reduce -1.9% 8,022 $1.2M
Milestone Asset Management, LLC 0.23% Reduce -0.1% 8,020 $1.2M
Elevated Financial Group LLC 0.41% — 7,997 $1.2M
L.K. Benson & Company, P.C. 0.59% Add +1.0% 7,846 $1.2M
Wealth Alliance, LLC 0.11% Add +101.7% 7,843 $1.2M
KLCM Advisors, Inc. 0.10% New 7,836 $1.2M
Grange Capital, LLC 1.12% Add +1.4% 7,833 $1.2M
Journey Strategic Wealth LLC 0.03% Reduce -3.0% 7,742 $1.2M
NWK Group, Inc. 0.40% Add +190.3% 7,704 $1.1M
Readystate Asset Management LP 0.09% New 7,617 $1.1M
Symphony Financial, Ltd. Co. 0.15% Add +1.5% 7,552 $1.1M
Baker Avenue Asset Management, LP 0.03% Reduce -0.9% 7,605 $1.1M
Sfmg, LLC 0.07% Reduce -0.2% 7,505 $1.1M
Patten & Patten Inc. 0.07% No change 7,500 $1.1M
Advisortrust Partners, LLC 0.49% — 7,468 $1.1M
Meridian Wealth Management, LLC 0.04% Reduce -0.9% 7,468 $1.1M
Edgestream Partners, L.P. 0.03% Add +316.3% 7,431 $1.1M
Keystone Wealth Services, LLC 0.23% Add +0.0% 7,430 $1.1M
55 North Private Wealth, LLC 0.29% — 7,391 $1.1M
Elevation Wealth Management LLC 1.05% — 7,336 $1.1M
Financial Consulate, Inc. 0.15% Reduce -19.1% 7,293 $1.1M
WealthShield Partners, LLC 0.12% Reduce -1.2% 7,277 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -0.2% 7,272 $1.1M
Quantify Chaos Advisors, LLC 3.27% — 7,253 $1.1M
Windsor Capital Management, LLC 0.31% Reduce -2.1% 7,229 $1.1M
Ascent Group, LLC 0.04% Reduce -0.8% 7,150 $1.1M
Stonekeep Investments, LLC 0.67% Reduce -1.1% 7,097 $1.1M
Orgel Wealth Management, LLC 0.02% No change 7,065 $1.1M
IFG Advisory, LLC 0.05% Add +2.2% 7,052 $1.0M
Kwmg, LLC 0.09% Reduce -0.0% 7,047 $1.0M
First American Trust, FSB 0.07% Add +46.4% 7,041 $1.0M
One Capital Management, LLC 0.03% Add +1.1% 7,039 $1.0M
Palisade Capital Management, LP 0.03% New 7,001 $1.0M
EPG Wealth Management LLC 0.28% Add +0.5% 6,998 $1.0M
Capital City Trust Co. 0.23% No change 6,992 $1.0M
Genesis Private Wealth, LLC 0.32% New 6,921 $1.0M
Albion Financial Group 0.06% Reduce -3.6% 6,885 $1.0M
Cibc World Market Inc. 0.00% Reduce -3.9% 6,826 $1.0M
ZEGA Investments, LLC 0.20% Add +19.8% 6,819 $1.0M
Russell Investments Group, Ltd. 0.00% Reduce -2.1% 6,805 $1.0M
Rolek Wealth Management LLC 0.69% Reduce -1.1% 6,793 $1.0M
Chesley Taft & Associates LLC 0.04% Add +0.6% 6,764 $1.0M
San Luis Wealth Advisors LLC 0.17% Reduce -1.0% 6,724 $1000K
HCR Wealth Advisors 0.10% Reduce -0.5% 6,716 $999K
TSA Wealth Managment LLC 0.33% Add +1.7% 6,696 $996K
Boston Trust Walden Corp 0.01% No change 6,667 $991K
Plante Moran Financial Advisors, LLC 0.06% Add +1.0% 6,662 $991K
Aspiring Ventures, LLC 0.36% Add +1.4% 6,640 $987K
GHP Investment Advisors, Inc. 0.04% No change 6,615 $984K
Soundwatch Capital LLC 0.15% No change 6,604 $982K
Cooper/Haims Advisors, LLC 0.44% New 6,556 $975K
Pacific Park Financial, Inc. 0.61% — 6,552 $974K
Howe & Rusling Inc. 0.06% Add +5.8% 6,551 $974K
Proficio Capital Partners LLC 0.07% Add +283.3% 6,516 $969K
Fiduciary Advisors, Inc. 0.74% Reduce -4.5% 6,508 $968K
Brio Consultants, LLC 0.13% Reduce -4.0% 6,503 $967K
Adams Wealth Management 0.21% Add +3.9% 6,502 $967K
CacheTech Inc. 0.18% Add +3.9% 6,502 $967K
Bond & Devick Financial Network, Inc. 0.27% No change 6,496 $966K
Schwarz Dygos Wheeler Investment Advisors LLC 0.20% Add +0.1% 6,437 $957K
U.S. Capital Wealth Advisors, LLC 0.02% Add +6.6% 6,395 $951K
Brandywine Oak Private Wealth LLC 0.08% Reduce -1.4% 6,321 $940K
Verdence Capital Advisors LLC 0.06% Add +30.5% 6,313 $939K
Truefg, LLC 0.25% Add +1.2% 6,307 $938K
Cooke Wealth Management, LLC 0.82% — 6,198 $937K
Annis Gardner Whiting Capital Advisors, LLC 0.18% No change 6,293 $936K
Evanson Asset Management, LLC 0.05% Add +65.9% 6,256 $930K
Harbor Investment Advisory, LLC 0.07% Add +2.0% 6,253 $930K
GC Wealth Management RIA, LLC 0.03% No change 6,238 $927K
Spire Wealth Management 0.03% No change 6,232 $927K
Charter Oak Capital Management, LLC 0.07% Reduce -0.0% 6,230 $926K
Downshift Financial, LLC 0.57% — 6,259 $925K
5T Wealth, LLC 0.37% Add +4.9% 6,195 $921K
Cambient Family Office, LLC 0.13% — 6,195 $921K
ATLas Financial Planning LLC 0.90% — 6,181 $919K
Watershed Private Wealth LLC 0.28% Reduce -0.1% 6,181 $919K
Outlook Wealth Advisors, LLC 0.21% Reduce -3.3% 6,158 $916K
Citizens Financial Group Inc. 0.01% Add +52.6% 6,132 $912K
QRG Capital Management, Inc. 0.01% Add +35.3% 6,114 $909K
W Advisors, LLC 0.46% Add +3.3% 6,107 $908K
Dana Investment Advisors, Inc. 0.03% Reduce -6.0% 6,098 $907K
Zacks Investment Management 0.01% Add +115.1% 6,087 $905K
Sound Stewardship, LLC 0.43% Add +1.0% 6,074 $903K
IFG Advisors, LLC 0.15% Add +0.9% 6,047 $899K
Larson Financial Group LLC 0.03% Add +5.7% 6,041 $898K
Retirement Investment Advisors, Inc. 0.07% No change 6,036 $897K
Wilkins Miller Wealth Management, LLC 0.53% Reduce -0.5% 6,028 $896K
Adkins Seale Capital Management LLC 0.88% — 6,000 $892K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -0.9% 5,894 $892K
Independent Advisor Alliance 0.02% Add +0.7% 5,969 $887K
Foundry Financial LLC 0.47% — 5,961 $886K
Bison Wealth, LLC 0.10% Add +5.8% 6,256 $886K
Seven Mile Advisory 0.15% Add +0.3% 5,949 $885K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -11.9% 5,916 $880K
Legacy Solutions, LLC 0.77% Add +6.3% 5,904 $878K
Sharp Wealth Advisory, LLC 0.44% Add +20.4% 5,900 $877K
Hancock Whitney Corp. 0.02% No change 5,873 $873K
Regal Investment Advisors LLC 0.05% Add +29.9% 5,871 $873K
KPP Advisory Services LLC 0.13% Reduce -10.1% 5,860 $871K
WJ Wealth Management, LLC 0.38% Reduce -0.5% 5,844 $869K
First Trust Advisors LP 0.00% Reduce -6.8% 5,835 $868K
Gemmer Asset Management LLC 0.07% Add +0.3% 5,835 $868K
Keener Financial Planning LLC 0.37% No change 5,836 $867K
Davis R M Inc. 0.01% Reduce -1.3% 5,827 $866K
Beckerman Institutional, LLC 0.48% No change 5,798 $862K
Robinhood Asset Management, LLC 0.07% — 5,782 $860K
Nabity-Jensen Investment Management Inc 0.58% Reduce -5.6% 5,750 $855K
WealthPlan Investment Management, LLC 0.05% Reduce -3.8% 5,749 $855K
Arista Wealth Management, LLC 0.10% No change 5,744 $854K
Cypress Capital Group 0.10% No change 5,729 $852K
VeraBank, N.A. 0.15% Reduce -0.3% 5,704 $848K
Client 1ST Advisory Group, LLC 0.26% No change 5,680 $845K
True North Advisors, LLC 0.11% Add +0.0% 5,674 $844K
Biltmore Family Office, LLC 0.12% No change 5,673 $844K
Running Point Capital Advisors, LLC 0.23% No change 5,635 $838K
McClarren Financial Advisors, Inc. 0.50% Reduce -89.7% 595 $837K
TD Waterhouse Canada Inc. 0.01% Reduce -59.3% 5,628 $837K
Kavar Capital Partners Group, LLC 0.11% No change 5,597 $832K
EJMK Ventures LLC 0.51% — 5,566 $828K
Optivise Advisory Services LLC 0.48% Reduce -3.7% 5,554 $826K
Chapin Davis, Inc. 0.19% Reduce -0.4% 5,539 $824K
Cadence Wealth Management LLC 0.40% Add +10.5% 5,513 $820K
Deutsche Bank AG 0.00% No change 5,500 $818K
Inman Jager Wealth Management, LLC 0.50% No change 5,481 $815K
Atlantic Union Bankshares Corp 0.02% No change 5,455 $811K
Commerce Bank 0.00% Reduce -14.5% 5,430 $807K
Successful Portfolios LLC 0.41% Add +32.9% 5,316 $807K
Laurel Oak Wealth Management, LLC 0.14% — 5,421 $806K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +183.8% 5,417 $805K
Capital Advisors Inc. 0.01% Add +1.9% 5,413 $805K
CGN Advisors LLC 0.06% Reduce -2.9% 5,402 $803K
Whittier Trust Co. 0.01% No change 5,295 $801K
OpenArc Corporate Advisory, LLC 0.01% — 5,330 $793K
Precision Wealth Strategies, LLC 0.26% No change 5,297 $788K
Keb Asset Management, LLC 0.16% Add +6.1% 5,251 $781K
Northeast Investment Management 0.03% No change 5,217 $776K
Tompkins Financial Corp. 0.06% No change 5,180 $770K
Thrive Wealth Management, LLC 0.11% Add +0.5% 5,160 $767K
Ofc Financial Planning, LLC 0.73% Add +6.3% 5,145 $765K
Poinciana Advisors Group, LLC 0.60% Add +35.1% 5,124 $762K
Raffa Wealth Management, LLC 0.12% No change 5,092 $757K
Quarry Hill Advisors, LLC 0.35% Reduce -1.2% 5,041 $750K
1834 Investment Advisors Co. 0.09% No change 4,995 $743K
KERR FINANCIAL PLANNING Corp 1.01% Reduce -4.5% 5,008 $742K
Wesbanco Bank Inc. 0.02% Add +8.7% 4,988 $742K
Gallagher Fiduciary Advisors, LLC 0.02% Add +1.8% 4,973 $739K
Madden Advisory Services, Inc. 0.30% Reduce -2.2% 4,952 $736K
Falcon Wealth Planning 0.06% Reduce -0.0% 4,940 $735K
Florida Trust Wealth Management Co 0.02% No change 4,932 $733K
WealthBridge Capital Management, LLC 0.17% Add +0.1% 4,923 $732K
PW Nova Financial Services LLC 0.28% — 4,880 $728K
American Trust 0.06% Add +9.9% 4,891 $727K
Align Financial, LLC 0.42% — 725,607 $726K
IFC Advisors LLC 0.11% Reduce -23.3% 4,878 $725K
Opus Financial Solutions LLC 0.68% — 4,870 $724K
Geometric Wealth Advisors 0.09% Add +1.0% 4,867 $724K
Traphagen Investment Advisors LLC 0.06% Add +0.3% 4,865 $723K
Integrity Advisory Solutions, LLC 0.10% Add +11.2% 4,861 $723K
First Manhattan Co. Llc. 0.00% Reduce -2.6% 4,851 $721K
XML Financial, LLC 0.06% Reduce -4.9% 4,847 $721K
Cadent Capital Advisors, LLC 0.19% No change 4,839 $719K
Golden State Wealth Management, LLC 0.08% Add +5.1% 4,831 $718K
FSM Wealth Advisors, LLC 0.10% No change 4,801 $714K
Smithbridge Asset Management Inc. 0.06% Add +100.0% 4,800 $714K
Brookwood Investment Group LLC 0.09% Reduce -1.3% 4,787 $712K
JFS Wealth Advisors, LLC 0.04% Reduce -1.4% 4,764 $708K
Trust Co of the South 0.11% New 4,763 $708K
Toronto Dominion Bank 0.00% New 4,720 $702K
Tarbox Family Office, Inc. 0.11% Reduce -8.8% 4,713 $701K
ForthRight Wealth Management, LLC 0.20% Add +0.0% 4,707 $700K
Pettinga Financial Advisors LLC 0.13% Reduce -12.1% 4,694 $698K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +4.6% 4,691 $698K
Qube Research & Technologies Ltd 0.00% Add +9.8% 4,686 $697K
Ausdal Financial Partners, Inc. 0.03% Add +1.8% 4,676 $695K
Exit Wealth Advisors, LLC. 0.41% Add +9.7% 4,659 $693K
Sharkey, Howes & Javer 0.09% Reduce -7.2% 4,654 $692K
Awm Capital, LLC 0.06% Add +0.3% 4,641 $690K
Hilltop Partners LLC 0.18% No change 4,627 $688K
Financial Alternatives, Inc 0.40% No change 4,610 $685K
CFO4Life Group, LLC 0.10% No change 4,600 $684K
Old National Bancorp 0.01% Reduce -0.7% 4,594 $683K
Blue Bell Private Wealth Management, LLC 0.10% Reduce -1.6% 4,592 $683K
APS Management Group, Inc. 0.58% No change 4,578 $681K
West Bancorporation Inc. 0.36% Reduce -0.6% 4,558 $678K
Wetzel Investment Advisors, Inc. 0.27% Reduce -3.3% 4,543 $675K
Resurgent Financial Advisors LLC 0.34% No change 4,489 $667K
CX Institutional 0.02% Reduce -19.6% 4,484 $667K
Vicus Capital 0.05% Reduce -3.5% 4,484 $667K
BAM Wealth Management, LLC 0.48% Add +88.9% 4,455 $662K
Waldron Private Wealth LLC 0.03% No change 4,449 $662K
Allspring Global Investments Holdings, LLC 0.00% Add +26.5% 4,377 $659K
German American Bancorp, Inc. 0.06% Reduce -23.5% 4,420 $657K
Next Level Private LLC 0.17% Reduce -7.1% 4,401 $654K
UNIVEST FINANCIAL Corp 0.03% No change 4,386 $652K
Salem Investment Counselors Inc. 0.02% No change 4,380 $651K
Panoramic Investment Advisors, LLC 0.35% Reduce -1.4% 4,361 $648K
TrustWell Financial Advisors, LLC 0.63% — 4,360 $648K
Strait & Sound Wealth Management LLC 0.24% No change 4,359 $648K
Belpointe Asset Management LLC 0.02% Reduce -1.6% 4,350 $647K
Financial Strategies Group, Inc. 0.12% Reduce -0.7% 4,270 $646K
Zullo Investment Group, Inc. 0.24% Reduce -0.3% 4,343 $646K
Marble Wealth, LLC 0.09% — 4,322 $643K
C M Bidwell & Associates Ltd. 0.30% No change 4,318 $642K
IMA Advisory Services, Inc. 0.06% No change 4,317 $642K
Elevation Wealth Partners, LLC 0.23% Reduce -1.1% 4,296 $639K
Klingenstein Fields & Co. LP 0.02% Reduce -25.5% 4,289 $638K
River Street Advisors LLC 0.24% Add +10.2% 4,280 $636K
MSH Capital Advisors LLC 0.14% Reduce -7.3% 4,278 $636K
Rothschild Wealth LLC 0.06% Add +27.7% 4,274 $635K
Power Wealth Management LLC 0.22% Add +14.4% 4,262 $634K
Sapient Capital LLC 0.01% No change 4,228 $633K
GAMMA Investing LLC 0.03% Add +4.0% 4,250 $632K
Bantamac Capital, LLC 0.44% New 4,214 $627K
Clear Point Advisors Inc. 0.49% Reduce -14.0% 4,209 $626K
Cornerstone Planning, LLC 0.14% — 4,198 $624K
American National Bank & Trust 0.06% No change 4,198 $624K
ARS Wealth Advisors Group, LLC 0.06% Reduce -6.9% 4,180 $622K
Eaton-Cambridge Inc. 0.20% No change 4,168 $620K
VERITY Wealth Advisors 0.38% No change 4,165 $619K
Integras Partners LLC 0.50% Add +3.2% 4,156 $618K
Asset Allocation & Management Company, LLC 0.25% No change 4,143 $616K
GEN Financial Management, INC. 0.39% No change 4,137 $615K
Rossmore Private Capital 0.05% Reduce -0.6% 4,125 $613K
Peapack Gladstone Financial Corp. 0.01% No change 4,103 $610K
Hibernia Wealth Partners, LLC 0.18% Add +90.8% 4,088 $608K
Johnson Financial Group, Inc. 0.02% Reduce -27.8% 4,087 $608K
Advyzon Investment Management, LLC 0.07% Reduce -14.4% 4,057 $603K
Roundview Capital LLC 0.04% Add +9.0% 4,056 $603K
Norden Group LLC 0.06% No change 4,044 $601K
Stonebridge Financial Group, LLC 0.05% Reduce -2.0% 4,038 $600K
Canandaigua National Trust Co of Florida 0.37% New 4,028 $599K
Vista Capital Partners, Inc. 0.06% Add +14.7% 4,005 $595K
Cornerstone Financial Management LLC 0.56% — 4,000 $595K
Calamos Wealth Management LLC 0.02% Add +8.8% 3,998 $594K
Pioneer Wealth Management Group 0.18% No change 3,975 $591K
Carl P. Sherr & Co., LLC 0.26% Reduce -7.7% 3,911 $591K
Tidal Investments LLC 0.00% New 3,962 $589K
Cassaday & Co Wealth Management LLC 0.01% Add +29.7% 3,961 $589K
Faithward Advisors, LLC 0.09% New 3,954 $588K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.41% No change 3,879 $588K
Milestone Asset Management Group, LLC 0.33% Reduce -0.0% 3,951 $587K
Sovran Advisors, LLC 0.05% Add +1.6% 3,857 $585K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% No change 3,925 $584K
Opes Wealth Management LLC 0.10% Add +1.0% 3,920 $583K
William Howard & Co Financial Advisors Inc 0.49% Add +0.3% 3,914 $582K
Cullen Investment Group, LTD. 0.08% Add +0.6% 3,816 $579K
Stone Summit Wealth LLC 0.16% Reduce -7.2% 3,870 $575K
Strategies Wealth Advisors, LLC 0.06% Reduce -0.8% 3,869 $575K
Tradewinds Capital Management, LLC 0.12% No change 3,847 $572K
Genesis Wealth Advisors, LLC 0.39% No change 3,839 $571K
Denver Wealth Management, Inc. 0.20% Add +7.3% 3,828 $569K
Benjamin Edwards Inc. 0.01% Reduce -3.0% 3,810 $567K
Two Sigma Investments, LP 0.00% No change 3,800 $565K
Cordant, Inc. 0.24% Reduce -4.8% 3,790 $564K
Eq LLC 0.16% No change 3,787 $563K
Arlington Trust Co LLC 0.06% Reduce -9.6% 3,776 $561K
Harbor Group, Inc. 0.08% Reduce -0.2% 3,767 $560K
Solidarity Wealth, LLC 0.11% New 3,747 $557K
Kickstand Ventures, Llc. 0.12% Add +9.0% 3,746 $557K
Comprehensive Financial Planning, Inc. 0.37% Add +0.3% 3,735 $555K
Brown Brothers Harriman & Co. 0.00% Add +15.8% 3,712 $552K
Culbertson A N & Co. Inc. 0.08% No change 3,695 $549K
NTV Asset Management LLC 0.06% Reduce -0.1% 3,694 $549K
Fragasso Financial Advisors Inc 0.03% Reduce -0.6% 3,680 $547K
Integrated Wealth Management 0.61% — 3,678 $547K
Trinity Financial Advisors LLC 0.15% Add +0.3% 3,674 $546K
North Ridge Wealth Advisors, Inc. 0.30% Reduce -6.8% 3,638 $541K
Capital Investment Advisory Services, LLC 0.04% Add +0.0% 3,627 $539K
Ameritas Advisory Services, LLC 0.02% Reduce -64.3% 3,612 $537K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -23.0% 3,611 $537K
McNaughton Wealth Management, LLC 0.22% Add +0.3% 3,611 $537K
WorthPointe, LLC 0.14% Add +4.1% 3,600 $535K
Williams Jones Wealth Management, LLC. 0.01% No change 3,600 $535K
Marietta Wealth Management, LLC 0.06% Reduce -0.0% 3,594 $534K
Piedmont Capital Management, LLC 0.35% — 3,591 $534K
LPWM LLC 0.13% Add +154.3% 3,585 $533K
Laurel Wealth Advisors LLC 0.07% No change 3,580 $532K
CoreCap Advisors, LLC 0.02% Reduce -2.5% 3,570 $531K
SHP Wealth Management 0.04% — 3,564 $530K
Birchcreek Wealth Management, LLC 0.26% Add +57.6% 3,528 $525K
Pinnacle Associates Ltd. 0.01% Add +1.4% 3,527 $524K
Financial Freedom, LLC 0.26% Add +0.0% 3,523 $524K
DV Trading LLC 0.05% — 3,512 $522K
KKM Financial LLC 0.09% No change 3,510 $522K
YANKCOM Partnership 0.22% No change 3,500 $520K
Main Street Financial Solutions, LLC 0.04% Reduce -28.1% 3,493 $519K
Penney Financial, LLC 0.20% No change 3,481 $518K
W.H. Cornerstone Investments Inc. 0.31% Reduce -5.5% 3,473 $516K
Crewe Advisors LLC 0.05% Add +4.0% 3,472 $516K
Cullen/Frost Bankers, Inc. 0.01% Add +110.2% 3,471 $516K
Busey Bank 0.01% Reduce -2.2% 3,469 $516K
Onyx Bridge Wealth Group LLC 0.05% Add +29.1% 3,456 $514K
Paragon Advisors, LLC 0.14% Reduce -24.2% 3,444 $512K
Gateway Wealth Partners, LLC 0.06% Add +2.5% 3,432 $510K
Echo45 Advisors LLC 0.29% New 3,429 $510K
Colonial Trust Co / SC 0.07% Reduce -2.8% 3,426 $509K
Wealth Alliance Advisory Group, LLC 0.09% No change 3,425 $509K
Mission Creek Capital Partners, Inc. 0.10% Reduce -12.0% 3,416 $508K
Ruggaard & Associates LLC 0.20% No change 3,410 $507K
Lodestar Private Asset Management LLC 0.05% Reduce -3.4% 3,410 $507K
Main Street Research LLC 0.03% No change 3,405 $506K
MKD Wealth Coaches, LLC 0.50% No change 3,394 $505K
Salomon & Ludwin, LLC 0.04% No change 3,351 $503K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +9.8% 3,385 $503K
Long Run Wealth Advisors, LLC 0.09% Add +19.5% 3,384 $503K
AF Advisors, Inc. 0.19% No change 3,379 $502K
Latitude Advisors, LLC 0.22% Add +76.7% 3,375 $502K
Sunpointe, LLC 0.17% Add +18.2% 3,351 $498K
Principle Wealth Partners LLC 0.03% Reduce -32.8% 3,333 $496K
Manning & Napier Advisors LLC 0.01% New 3,298 $494K
Level Financial Advisors 0.13% Add +0.1% 3,315 $493K
Basso Capital Management, L.P. 0.29% New 3,312 $492K
Norris Perne & French LLP 0.03% Reduce -0.5% 3,280 $488K
Ayrshire Capital Management LLC 0.22% Add +56.3% 3,262 $485K
National Wealth Management Group, LLC 0.17% Reduce -2.9% 3,249 $483K
Rockwood Wealth Management, LLC 0.04% Add +1.3% 3,242 $482K
OLIO Financial Planning 0.14% Reduce -9.8% 3,237 $481K
Bauman Advisory Group, LLC 0.39% — 3,234 $481K
Verus Capital Partners, LLC 0.03% Reduce -1.7% 3,233 $481K
Rik Saylor Financial, Inc. 0.35% Reduce -5.4% 3,229 $480K
Raleigh Capital Management Inc. 0.17% Reduce -7.9% 3,224 $479K
Commons Capital, LLC 0.34% No change 3,220 $479K
Diversified Trust Co. 0.01% Add +10.8% 3,193 $475K
Townsend Financial Planning, LLC 0.47% — 3,172 $472K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% — 3,159 $470K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.0% 3,146 $468K
Team Hewins, LLC 0.15% No change 3,130 $465K
Powerhouse Assets LLC 0.41% — 3,103 $461K
Avion Wealth 0.10% No change 3,107 $461K
Childress Capital Advisors, LLC 0.07% No change 3,100 $461K
High Falls Advisors, Inc 0.09% Add +6.5% 3,091 $460K
Inscription Capital, LLC 0.05% Reduce -2.2% 3,057 $455K
Pursue Wealth Partners LLC 0.22% No change 3,045 $453K
Wellspring Financial Advisors, LLC 0.04% Add +0.3% 3,045 $453K
Warren Street Wealth Advisors, LLC 0.13% Reduce -22.3% 3,043 $453K
Victory Financial Group, LLC 0.06% Add +1.0% 3,013 $448K
Radnor Capital Management, LLC 0.07% No change 3,011 $448K
Advisor OS, LLC 0.04% Reduce -14.3% 3,001 $446K
Douglass Winthrop Advisors, LLC 0.01% No change 2,995 $445K
Farnam Financial LLC 0.33% No change 2,990 $445K
AMG National Trust Bank 0.01% No change 2,989 $444K
Cambridge Financial Group, LLC 0.15% Reduce -2.0% 3,270 $444K
Evergreen Capital Management LLC 0.01% No change 2,980 $443K
Haverford Trust Co 0.00% Reduce -0.8% 2,962 $440K
Retirement Capital Strategies 0.16% Reduce -7.2% 2,954 $439K
Dunhill Financial, LLC 0.14% Reduce -8.8% 2,952 $439K
Forum Financial Management, LP 0.01% Reduce -2.8% 2,951 $439K
Live Oak Private Wealth LLC 0.06% No change 2,949 $438K
Cozad Asset Management Inc. 0.03% Add +46.7% 2,944 $438K
Mengis Capital Management, Inc. 0.08% No change 2,926 $435K
Atria Investments, Inc 0.00% Reduce -5.9% 2,891 $430K
Trust Co. of Toledo NA 0.04% No change 2,881 $428K
TritonPoint Partners, LLC 0.23% — 2,878 $428K
Seldon Capital LP 0.15% No change 2,876 $428K
49 Wealth Management, LLC 0.03% Reduce -6.8% 2,874 $427K
Regions Financial Corp. 0.00% Add +0.8% 2,855 $425K
Great Waters Wealth Management 0.05% Add +1.5% 2,854 $424K
Carnegie Investment Counsel 0.01% No change 2,851 $424K
Sei Investments Co. 0.00% New 2,850 $424K
Planning Alternatives Ltd. 0.05% Add +0.3% 2,847 $423K
Miller Capital Partners, Inc. 0.22% — 2,845 $423K
Carbahal Olsen Financial Services Group, LLC 0.32% Reduce -3.5% 2,844 $423K
Obsidian Cio, LLC 0.63% New 2,838 $422K
Centurion Wealth Management LLC 0.09% Add +0.2% 2,834 $421K
Fisher Asset Management 0.00% Reduce -37.9% 2,813 $418K
Alaethes Wealth, LLC 0.12% No change 2,805 $417K
Capstone Wealth Management, LLC 0.30% Reduce -1.2% 2,796 $416K
Efficient Advisors, LLC 0.02% Add +24.4% 2,795 $416K
Darden Wealth Group Inc 0.20% Reduce -3.0% 2,772 $412K
Cadinha & Co. LLC 0.06% No change 2,772 $412K
Arta Finance Wealth Management LLC 0.21% — 2,767 $411K
EverSource Wealth Advisors, LLC 0.02% Add +32.9% 2,763 $411K
Heartwood Wealth Advisors LLC 0.04% No change 2,761 $411K
Indiana Trust & Investment Management Co 0.12% No change 2,758 $410K
Entrust Financial LLC 0.30% — 2,737 $407K
Greatmark Investment Partners, Inc. 0.05% Add +0.3% 2,736 $407K
Lawood & Co. 0.39% — 2,736 $407K
RCS Financial Planning, LLC 0.17% Add +2.8% 2,724 $405K
Sincerus Advisory, LLC 0.32% Add +0.1% 2,698 $401K
International Assets Investment Management, LLC 0.03% Add +11.8% 2,694 $401K
Fulton Breakefield Broenniman LLC 0.03% Reduce -47.0% 2,693 $400K
Wealthcare Capital Partners, LLC 0.19% Reduce -12.4% 2,666 $396K
Financial Symmetry Inc 0.16% No change 2,666 $396K
Compton Financial Group, LLC 0.09% No change 2,645 $393K
Barnes Pettey Financial Advisors, LLC 0.19% No change 2,639 $392K
Shira Ridge Wealth Management 0.16% Reduce -5.5% 2,633 $392K
Five Oceans Advisors 0.14% Reduce -8.0% 2,623 $390K
Oath Planning, LLC 0.38% — 2,618 $389K
Silverlake Wealth Management LLC 0.09% Add +0.1% 2,616 $389K
Appleton Partners Inc. 0.03% Reduce -1.9% 2,611 $388K
Integris Wealth Management, LLC 0.09% Add +17.5% 2,604 $387K
InTrack Investment Management Inc 0.22% No change 2,600 $387K
Sterling Investment Advisors LLC 0.19% Add +12.0% 2,593 $386K
First Commonwealth Financial Corp 0.06% Reduce -10.6% 2,572 $382K
McGuire Investment Group, LLC 0.04% Reduce -5.0% 2,563 $381K
Aureus Asset Management, LLC 0.02% Reduce -22.9% 2,562 $381K
Ewa, LLC 0.09% New 2,559 $380K
Encompass Wealth Advisors, LLC 0.13% Reduce -17.8% 2,553 $380K
Cedarwood Wealth LLC 0.42% — 2,501 $379K
Ritter Daniher Financial Advisory LLC / DE 0.06% Add +3.9% 2,550 $379K
Capital Asset Managemnet, LLC 0.42% — 2,534 $377K
DAVENPORT & Co LLC 0.00% Add +12.3% 2,527 $376K
Northstar Group, Inc. 0.05% Add +47.8% 2,520 $375K
Horizon Wealth Management, LLC 0.06% Reduce -99.6% 2,508 $373K
ORG Partners LLC 0.07% Add +9.3% 2,500 $372K
Villere St Denis J & Co. LLC 0.04% No change 2,500 $372K
Penn Davis McFarland Inc. 0.04% No change 2,500 $372K
Barrett & Company, Inc. 0.12% Reduce -0.6% 2,495 $371K
Ascent Wealth Partners, LLC 0.04% No change 2,493 $371K
L. Roy Papp & Associates, LLP 0.04% Reduce -17.0% 2,488 $370K
Old Mission Investment Co LLC 0.09% Add +1.4% 2,481 $369K
Frisch Financial Group, Inc. 0.08% No change 2,480 $369K
Carter Financial Group, INC. 0.22% Add +0.3% 2,477 $368K
Element Pointe Advisors, LLC 0.07% New 2,475 $368K
Eagle Rock Investment Company, LLC 0.05% New 2,474 $368K
Atticus Wealth Management, LLC 0.09% Reduce -1.0% 2,472 $368K
PFW Advisors LLC 0.11% No change 2,465 $367K
HT Partners LLC 0.11% Reduce -3.8% 2,458 $365K
CWA Asset Management Group, LLC 0.01% Add +72.4% 2,451 $364K
Shepherd Financial Partners LLC 0.03% No change 2,450 $364K
IVC Wealth Advisors LLC 0.16% New 2,448 $364K
DecisionMap Wealth Management, LLC 0.22% Reduce -3.1% 2,443 $363K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -6.3% 2,443 $363K
Principia Wealth Advisory, LLC 0.23% Reduce -1.4% 2,442 $363K
Hardin Capital Partners, LLC 0.17% Reduce -2.4% 2,435 $362K
Sound View Wealth Advisors Group, LLC 0.02% No change 2,434 $362K
Castle Rock Wealth Management, LLC 0.08% Add +1.2% 2,417 $362K
First Fiduciary Investment Counsel, Inc. 0.07% Add +4.2% 2,421 $360K
Prudent Investors Network, Inc. 0.08% Reduce -1.8% 2,421 $360K
Gutierrez Wealth Advisory, LLC 0.23% Add +0.3% 2,418 $360K
Halbert Hargrove Global Advisors, LLC 0.02% Add +45.6% 2,412 $359K
Essential Planning, LLC. 0.11% New 2,409 $358K
ARS Investment Partners, LLC 0.02% No change 2,409 $358K
Continuum Advisory, LLC 0.04% Add +1.4% 2,407 $358K
Parr McKnight Wealth Management Group, LLC 0.05% Reduce -36.9% 2,395 $356K
JMG Financial Group, Ltd. 0.01% No change 2,376 $353K
CRA Financial Services, LLC 0.05% Reduce -3.2% 2,376 $353K
PCM Encore, LLC 0.07% — 2,368 $352K
Garde Capital, Inc. 0.02% No change 2,365 $352K
Cauble & Harre Wealth Management, Inc. 0.29% — 2,360 $351K
Alpha Cubed Investments, LLC 0.01% Add +25.6% 2,357 $350K
Richards, Merrill & Peterson, Inc. 0.13% No change 2,350 $349K
Traynor Capital Management, Inc. 0.02% Reduce -5.0% 2,350 $349K
180 Wealth Advisors, LLC 0.04% Reduce -1.8% 2,347 $349K
Ruggiero Investments, Inc. 0.31% — 2,346 $349K
Mitchell Sinkler & Starr 0.16% No change 2,345 $349K
Sensible Money, LLC 0.11% No change 2,342 $348K
Old Second National Bank of Aurora 0.07% Reduce -3.7% 2,335 $347K
Lanark Financial, Inc. 0.03% Add +6.9% 2,328 $346K
Daybright Advisory Services, Inc. 0.09% — 2,314 $344K
Abundance Wealth Counselors 0.06% New 2,303 $342K
Tidemark, LLC 0.10% No change 2,300 $342K
HUB Investment Partners, LLC 0.01% Reduce -20.3% 2,299 $342K
Perennial Investment Advisors, LLC 0.03% Reduce -7.7% 2,297 $342K
CV Advisors LLC 0.09% New 2,285 $340K
Johnson Wealth Management, LLC 0.17% No change 2,279 $339K
Crew Capital Management, Ltd 0.21% No change 2,278 $339K
Osborne Partners Capital Management, LLC 0.02% No change 2,258 $336K
WealthSpring Partners, LLC 0.34% — 2,254 $335K
SwitchPoint Financial Planning, LLC 0.23% No change 2,250 $335K
MJP Associates Inc. 0.04% Reduce -18.3% 2,243 $333K
Proffitt & Goodson Inc. 0.05% Reduce -6.8% 2,238 $333K
Monograph Wealth Advisors, LLC 0.03% No change 2,234 $332K
Axis Wealth Partners, LLC 0.18% Add +1.0% 2,233 $332K
Cranbrook Wealth Management, LLC 0.07% No change 2,228 $331K
Everstar Asset Management, LLC 0.18% Reduce -3.9% 2,222 $330K
Burke & Herbert Bank & Trust Co. 0.09% No change 2,220 $330K
Altfest L J & Co. Inc. 0.04% Add +0.3% 2,214 $329K
G&S Capital LLC 0.12% No change 2,207 $328K
Turn8 Private Wealth Inc. 0.24% Add +0.4% 2,206 $328K
Grove Street Fiduciary, LLC 0.14% No change 2,206 $328K
Davis Wealth Advisors, LLC 0.27% Add +21.4% 2,203 $328K
TrustBank 0.14% — 2,202 $327K
PGIM Custom Harvest LLC 0.00% Reduce -5.7% 2,202 $327K
BSW Wealth Partners 0.04% Reduce -12.3% 2,201 $327K
Francis Financial, Inc. 0.06% New 2,199 $327K
Rothschild Investment LLC 0.02% Reduce -0.1% 2,199 $327K
Headinvest, LLC 0.07% Add +1.0% 2,197 $327K
Invesco Ltd. 0.00% New 2,195 $326K
Selective Wealth Management, Inc. 0.10% Add +28.4% 2,146 $325K
Curtis Wealth Management LLC 0.28% — 2,143 $325K
Hopwood Nicholas Hunter 0.11% — 2,178 $324K
RKL Wealth Management LLC 0.03% No change 2,170 $323K
Texas Yale Capital Corp. 0.01% Add +0.1% 2,156 $321K
Riverview Trust Co 0.39% New 2,154 $320K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 2,152 $320K
Mason Investment Advisory Services, Inc. 0.02% Reduce -14.2% 2,138 $318K
Occidental Asset Management, LLC 0.04% No change 2,136 $318K
Lake Street Private Wealth, LLC 0.04% No change 2,113 $314K
Gradient Investments LLC 0.01% Add +17.0% 2,111 $314K
Garrison Point Advisors, LLC 0.14% No change 2,107 $313K
LRI Investments, LLC 0.03% Add +68.4% 2,105 $313K
Magnus Financial Group LLC 0.02% Add +0.9% 2,098 $312K
DGS Capital Management, LLC 0.05% Add +4.0% 2,085 $310K
Jacksonville Wealth Management, LLC 0.22% No change 2,083 $310K
Kanawha Capital Management LLC 0.02% No change 2,081 $309K
Financial Management Network Inc. 0.05% Add +3.0% 2,074 $309K
SkyOak Wealth, LLC 0.06% No change 2,079 $309K
Silvercrest Asset Management Group LLC 0.00% No change 2,061 $306K
Sowell Financial Services LLC 0.01% Reduce -6.5% 2,058 $306K
Rialto Wealth Management, LLC 0.07% No change 2,057 $306K
Coastal Bridge Advisors, LLC 0.02% Reduce -2.9% 2,054 $305K
Signet Financial Management, LLC 0.03% Add +13.6% 2,049 $305K
Passive Capital Management, LLC. 0.10% No change 2,048 $305K
Trust Point Inc. 0.02% Add +21.9% 2,047 $304K
Arcadia Wealth Management, Inc. 0.17% No change 2,040 $303K
Root Financial Partners, LLC 0.02% Reduce -12.8% 2,039 $303K
ONE Advisory Partners, LLC 0.09% Reduce -0.9% 2,038 $303K
FC Advisory LLC 0.09% Add +0.3% 2,035 $303K
Greenwood Capital Associates LLC 0.03% New 2,029 $302K
Xcelsior Advisor Partners LLC 0.15% — 2,028 $302K
Confluence Wealth Services, Inc. 0.01% Reduce -18.7% 2,024 $301K
Tandem Capital Management Corp. 0.14% No change 2,012 $299K
Argyle Capital Partners, LLC 0.22% Add +5.8% 2,012 $299K
Mattern Capital Management, LLC 0.04% Reduce -7.3% 2,010 $299K
Creative Financial Designs Inc. 0.02% Reduce -0.1% 2,004 $298K
Commonwealth Financial Services, LLC 0.05% No change 1,989 $296K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -6.3% 1,981 $295K
Raab & Moskowitz Asset Management LLC 0.06% Reduce -3.3% 1,978 $294K
Linscomb Wealth, Inc. 0.01% No change 1,966 $292K
Smith Salley Wealth Management 0.01% No change 1,966 $292K
Crumly & Associates Inc. 0.06% No change 1,965 $292K
Quotient Wealth Partners, LLC 0.01% Add +9.2% 1,953 $290K
Trademark Financial Management, LLC 0.16% Reduce -46.2% 1,951 $290K
Southern Capital Advisors, LLC 0.13% Add +9.7% 1,945 $289K
Vigil Wealth Management, LLC 0.24% — 1,937 $288K
WealthTrust Axiom LLC 0.07% No change 1,937 $288K
Cornerstone Wealth Management, LLC 0.01% Add +6.9% 1,937 $288K
Key Financial Inc 0.05% No change 1,913 $284K
Parsons Capital Management Inc. 0.02% Reduce -1.7% 1,912 $284K
Colton Groome Financial Advisors, LLC 0.08% Reduce -11.8% 1,912 $284K
Westchester Capital Management, Inc. 0.06% No change 1,912 $284K
Exencial Wealth Advisors, LLC 0.01% New 1,910 $284K
4J Wealth Management LLC 0.16% No change 1,909 $284K
Planning Directions Inc. 0.14% Add +0.3% 1,899 $282K
Goelzer Investment Management, Inc. 0.01% Reduce -32.4% 1,898 $282K
Investor's Fiduciary Advisor Network, LLC 0.06% No change 1,901 $282K
Worth Financial Advisory Group, LLC 0.14% Add +0.3% 1,893 $281K
Ignite Planners, LLC 0.04% Add +0.2% 1,860 $281K
FineMark National Bank & Trust 0.01% Add +35.9% 1,886 $280K
Wealthgarden F.S. LLC 0.18% No change 1,849 $280K
Eagle Strategies LLC 0.04% New 1,882 $280K
Nottingham Advisors, Inc. 0.04% Reduce -0.3% 1,881 $280K
Scratch Capital LLC 0.18% Reduce -1.3% 1,878 $279K
Allen Capital Group, LLC 0.03% Reduce -2.0% 1,871 $278K
Beacon Capital Management, LLC 0.04% Add +0.3% 1,870 $278K
Canal Capital Management, LLC 0.04% New 1,866 $277K
WFA of San Diego, LLC 0.20% Reduce -0.5% 1,865 $277K
Goldenstone Wealth Management LLC 0.21% — 1,858 $276K
Lantz Financial LLC 0.06% No change 1,849 $275K
Leavell Investment Management, Inc. 0.01% No change 1,842 $274K
Madison Park Capital Advisors, LLC 0.22% No change 1,837 $273K
Range Financial Group LLC 0.09% Reduce -1.4% 1,825 $271K
Colonial Trust Advisors 0.02% No change 1,825 $271K
Defined Wealth Management, LLC 0.16% No change 1,817 $270K
Fortune Financial Group, Inc. 0.26% — 1,587 $269K
Mayfair Advisory Group, LLC 0.10% Add +5.6% 1,800 $268K
Rathbones Group PLC 0.00% Reduce -10.0% 1,800 $268K
West Branch Capital LLC 0.07% Reduce -46.7% 1,792 $266K
Miller Financial Services LLC 0.31% Add +14.9% 1,787 $266K
Wrenne Financial Planning LLC 0.11% Add +10.6% 1,785 $265K
Paragon Financial Partners, Inc. 0.16% No change 1,783 $265K
Jackson, Grant Investment Advisers, Inc. 0.09% Add +0.1% 1,776 $264K
McDonough Capital Management, Inc 0.13% Reduce -2.9% 1,775 $264K
Centennial Bank 0.10% No change 1,773 $264K
Sterling Investment Counsel, LLC 0.08% Add +17.9% 1,763 $262K
Summit Financial Wealth Advisors, LLC 0.04% No change 1,761 $262K
Pinnacle Financial Group, LLC / IL 0.08% Add +0.1% 1,753 $261K
Allred Capital Management, LLC 0.09% Reduce -1.9% 1,753 $261K
Wealth Management Partners, LLC 0.07% No change 1,752 $261K
Bailard, Inc. 0.01% Reduce -26.8% 1,750 $260K
Nova R Wealth, Inc. 0.09% New 1,749 $260K
Wealth Dimensions Group, Ltd. 0.05% Reduce -16.1% 1,745 $259K
Founders Financial Alliance, LLC 0.05% Reduce -1.1% 1,745 $259K
Nvwm, LLC 0.06% No change 1,735 $258K
Vanguard Personalized Indexing Management, LLC 0.00% No change 1,727 $257K
Accel Wealth Management 0.07% No change 1,725 $256K
Glassman Wealth Services 0.03% No change 1,725 $256K
Liberty Wealth Management LLC 0.03% Reduce -4.3% 1,716 $255K
tru Independence LLC 0.06% Reduce -28.2% 1,716 $255K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -6.3% 1,711 $254K
Sound Income Strategies, LLC 0.01% Add +141.8% 1,678 $254K
Heritage Investment Group, Inc. 0.04% Reduce -4.7% 1,700 $253K
Tortuga Wealth Management, Inc 0.27% — 1,697 $252K
Northern Capital Management, Inc. 0.13% No change 1,696 $252K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 1,693 $252K
Center for Financial Planning, Inc. 0.03% Add +101.2% 1,690 $251K
BostonPremier Wealth LLC 0.13% Add +0.4% 1,688 $251K
Scotia Capital Inc. 0.00% Add +1.9% 1,685 $250K
Hilltop Holdings Inc. 0.02% Reduce -5.0% 1,683 $250K
Two West Capital Advisors LLC 0.14% Reduce -5.5% 1,676 $249K
Sittner & Nelson, LLC 0.09% No change 1,645 $249K
ETF Store, Inc. 0.25% Add +0.3% 1,669 $248K
Retirement Solution LLC 0.06% Add +0.3% 1,669 $248K
Schiavi & Co LLC 0.08% No change 1,666 $248K
Tradewinds, LLC. 0.06% No change 1,665 $248K
Seven Springs Wealth Group, LLC 0.07% No change 1,665 $248K
Trilogy Capital Inc. 0.01% New 1,636 $243K
Clarity Capital Advisors, LLC 0.12% No change 1,630 $242K
Sivia Capital Partners, LLC 0.05% No change 1,629 $242K
Chevy Chase Trust Holdings, LLC 0.00% No change 1,625 $242K
Yarger Wealth Strategies, LLC 0.10% No change 1,619 $241K
Clarity Wealth Advisors, LLC 0.05% New 1,617 $240K
Legacy Edge Advisors, LLC 0.03% No change 1,616 $240K
Operose Advisors LLC 0.06% Add +131.2% 1,614 $240K
TSG Advice Partners, LLC 0.04% — 1,609 $239K
Diversified Management Inc. 0.06% — 1,600 $238K
Prevail Innovative Wealth Advisors, LLC 0.04% Reduce -3.3% 1,600 $238K
Arthur M. Cohen & Associates, LLC 0.04% No change 1,600 $238K
Charles Schwab Trust Co 0.02% No change 1,600 $238K
Johnson Financial Group, LLC 0.01% Reduce -34.0% 1,600 $238K
Firethorn Wealth Partners, LLC 0.09% Reduce -12.0% 1,598 $238K
WealthPLAN Partners, LLC 0.04% No change 1,587 $236K
Alpha Financial Advisors, LLC 0.07% No change 1,577 $234K
Ledyard National Bank 0.02% Reduce -22.5% 1,575 $234K
Van Diest Capital, LLC 0.35% — 1,574 $234K
Triumph Capital Management 0.05% New 1,565 $233K
Golden Reserve Retirement LLC 0.04% New 1,564 $233K
Braeburn Wealth Management LLC 0.12% — 1,559 $232K
COFG Advisors, LLC 0.06% — 1,557 $232K
GatePass Capital, LLC 0.12% Reduce -0.1% 1,557 $232K
Disciplined Investments, LLC 0.09% Reduce -21.2% 1,551 $231K
Destination Wealth Management 0.01% New 1,551 $231K
Global Financial Private Client, LLC 0.08% No change 1,549 $230K
WMS Group LLC 0.29% — 1,570 $230K
Waterfront Wealth Inc. 0.04% Add +1.2% 1,517 $230K
Frederick Financial Consultants, LLC 0.13% No change 1,546 $230K
Measured Wealth Private Client Group, LLC 0.06% No change 1,529 $227K
Pallas Capital Advisors LLC 0.01% Reduce -0.2% 1,518 $226K
Lincoln Capital LLC 0.04% Reduce -1.9% 1,514 $225K
Juncture Wealth Strategies, LLC 0.07% No change 1,512 $225K
J.E. Simmons & Co., P.C. 0.14% — 1,504 $224K
Horizon Investment Services, LLC 0.08% No change 1,503 $223K
NerdWallet Wealth Partners, LLC 0.10% Add +6.5% 1,501 $223K
LCNB Corp. 0.07% No change 1,500 $223K
Capital Group Private Client Services, Inc. 0.00% Reduce -0.4% 1,490 $222K
Transatlantique Private Wealth LLC 0.07% No change 1,489 $221K
Griffith & Werner, Inc. 0.11% Reduce -8.0% 1,486 $221K
Beacon Investment Advisory Services, Inc. 0.01% New 1,481 $220K
Simplicity Wealth,LLC 0.01% New 1,481 $220K
Keebeck Wealth Management 0.03% No change 1,477 $220K
Hantz Financial Services, Inc. 0.00% Add +32.5% 1,467 $218K
Fagan Associates, Inc. 0.03% No change 1,462 $217K
Torrey-Payne Wealth Management, LLC 0.19% — 1,431 $217K
Kraft, Davis & Associates, LLC 0.05% Add +0.1% 1,428 $217K
Welch & Forbes LLC 0.00% No change 1,456 $216K
Clear Trail Advisors, LLC 0.05% — 1,453 $216K
Fidelity D & D Bancorp Inc. 0.09% Add +1.0% 1,445 $215K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.1% 1,442 $214K
Clear Creek Financial Management, LLC 0.02% Reduce -20.0% 1,441 $214K
Tudor Financial Inc. 0.11% Reduce -2.3% 1,439 $214K
Kilter Group LLC 0.09% No change 1,432 $213K
Riversedge Advisors, LLC 0.03% No change 1,431 $213K
Accredited Investor Services, LLC 0.14% No change 1,429 $212K
Sterling Wealth Management, Inc. 0.06% Add +0.1% 1,428 $212K
WealthCare Investment Partners, LLC 0.06% New 1,408 $210K
Butensky & Cohen Financial Security, Inc. 0.06% No change 1,408 $209K
Marco Investment Management LLC 0.02% No change 1,403 $209K
KWB Wealth 0.02% New 1,395 $207K
Jackson Square Capital, LLC 0.04% No change 1,394 $207K
Antonelli Financial Advisors, LLC 0.14% No change 1,395 $207K
Red Lighthouse Investment Management, LLC 0.07% No change 1,389 $207K
First Merchants Corp. 0.01% No change 1,389 $207K
Richwood Investment Advisors, LLC 0.15% Reduce -10.5% 1,366 $206K
Payne Capital Management, LLC 0.07% New 1,388 $206K
Tradition Wealth Management, LLC 0.01% Add +0.4% 1,385 $206K
SVRN Asset Management, LLC 0.17% — 1,380 $205K
Quest 10 Wealth Builders, Inc. 0.18% Reduce -0.7% 1,377 $205K
Burney Co./ 0.01% No change 1,375 $204K
Gallacher Capital Management LLC 0.08% New 1,372 $204K
Parker Investment Management, LLC 0.03% New 1,372 $204K
Pinnacle Bancorp, Inc. 0.06% Add +38.7% 1,370 $204K
Arq Wealth Advisors, LLC 0.05% Reduce -7.5% 1,367 $203K
United Community Bank 0.08% Add +12.2% 1,362 $203K
Next Level Wealth Planning, LLC 0.11% New 1,361 $202K
Xena Financial Planning, LLC 0.24% — 1,355 $201K
Stark Wealth Management LLC 0.76% New 1,353 $201K
Alhambra Investment Management LLC 0.09% New 1,351 $201K
Connecticut Wealth Management, LLC 0.01% New 1,347 $200K
Wealthspan Partners, LLC 0.07% New 1,347 $200K
Reston Wealth Management LLC 0.06% Reduce -61.8% 1,346 $200K
HHM Wealth Advisors, LLC 0.02% Reduce -71.5% 1,346 $200K
Independence Bank of Kentucky 0.02% No change 1,331 $198K
Adirondack Trust Co. 0.06% No change 1,312 $195K
SYM FINANCIAL Corp 0.02% No change 1,256 $187K
Compass Financial Services Inc 0.08% Add +0.3% 1,195 $178K
Millstone Evans Group, LLC 0.10% Reduce -8.5% 1,194 $178K
West Financial Advisors, LLC 0.03% No change 1,175 $175K
Corsicana & Co. 0.10% No change 1,159 $172K
Steigerwald, Gordon & Koch Inc. 0.02% No change 1,144 $170K
Core Alternative Capital 0.05% No change 1,120 $167K
Anchor Investment Management, LLC 0.01% No change 1,112 $165K
Citigroup Inc. 0.00% Reduce -95.7% 1,094 $163K
Financial Perspectives, Inc 0.04% Add +0.2% 1,059 $157K
Chesapeake Asset Management LLC 0.13% No change 1,054 $157K
Mill Capital Management, LLC 0.01% No change 1,034 $154K
Perkins Coie Trust Co 0.03% No change 1,020 $152K
Pittenger & Anderson Inc. 0.01% Reduce -12.2% 1,004 $149K
3Chopt Investment Partners, LLC 0.03% No change 1,000 $149K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.4% 1,000 $149K
Wiser Advisor Group LLC 0.17% New 999 $149K
North Star Investment Management Corp. 0.01% No change 998 $148K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 982 $146K
Register Financial Advisors LLC 0.06% Reduce -4.5% 974 $145K
Pacific Center for Financial Services 0.04% No change 985 $143K
SouthState Bank Corp 0.01% Reduce -37.2% 938 $139K
Investment Counsel Co. of Nevada 0.30% No change 928 $138K
Westend Capital Management, LLC 0.04% No change 913 $136K
Inlight Wealth Management, LLC 0.05% New 899 $134K
Your Advocates Ltd., LLP 0.04% Add +20.1% 873 $130K
St Germain D J Co. Inc. 0.01% No change 858 $128K
Frazier Financial Advisors, LLC 0.07% Add +0.1% 833 $124K
Cary Street Partners Investment Advisory LLC 0.03% New 823 $122K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.09% — 777 $116K
McGuire Capital Advisors Inc. 0.07% — 763 $113K
Glenmede Trust Co. NA 0.00% — 761 $113K
First PREMIER Bank 0.03% No change 736 $109K
Rossby Financial, LCC 0.03% Reduce -16.5% 725 $108K
MidFirst Bank 0.01% — 723 $108K
Foster Dykema Cabot & Partners, LLC 0.01% Add +0.1% 720 $107K
Duncker Streett & Co. Inc. 0.02% No change 717 $107K
Angeles Wealth Management, LLC 0.01% Add +139.8% 717 $107K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 706 $105K
Chapman Financial Group, LLC 0.07% No change 683 $102K
1922 Investment Co LLC 3.02% Add +22533.3% 679 $101K
Signature Equity Partners, LLC 0.06% — 673 $100K
Ballast Advisors LLC 0.03% Add +225.0% 663 $99K
Maseco LLP 0.00% New 660 $98K
Planning Project LLC 0.02% — 658 $98K
Meramec Financial Planners, LLC 0.04% — 638 $96K
Townsend Asset Management Corp. /NC/ 0.03% No change 627 $93K
Eastern Bank 0.00% No change 612 $91K
Strategic Wealth Partners, Ltd. 0.01% Reduce -5.8% 602 $90K
TCTC Holdings, LLC 0.00% No change 601 $89K
CNB Bank 0.04% No change 600 $89K
Bay Harbor Wealth Management, LLC 0.02% Reduce -8.8% 588 $87K
Rice Partnership, LLC 0.01% No change 587 $87K
Optima Capital LLC 0.04% New 586 $87K
Hurley Capital, LLC 0.05% Add +36.3% 578 $86K
Financial Network Wealth Advisors LLC 0.09% No change 565 $84K
Prosperity Bancshares Inc 0.08% — 565 $84K
Pacifica Partners Inc. 0.04% No change 551 $82K
Lloyd Advisory Services, LLC. 0.03% New 548 $81K
Quent Capital, LLC 0.01% Add +1250.0% 540 $80K
Aventus Investment Advisors, Inc. 0.06% No change 532 $79K
Crews Bank & Trust 0.01% No change 530 $79K
NFSG Corp 0.01% Add +5.4% 527 $78K
Basepoint Wealth LLC 0.05% New 513 $76K
MPWM Advisory Solutions, LLC 0.04% No change 510 $76K
CBIZ Investment Advisory Services, LLC 0.00% No change 500 $74K
LFA - Lugano Financial Advisors SA 0.04% No change 497 $74K
Reyes Financial Architecture, Inc. 0.04% No change 495 $74K
Trust Co. of Vermont 0.00% Add +85.5% 488 $73K
Longview Financial Advisors LLC 0.04% No change 480 $71K
SIMA Wealth Partners, LLC 0.05% No change 473 $70K
Orion Capital Management LLC 0.02% Add +0.2% 472 $70K
Addison Advisors LLC 0.02% No change 463 $69K
McIlrath & Eck, LLC 0.01% Reduce -42.5% 456 $68K
Redwood Park Advisors LLC 0.05% Reduce -65.6% 450 $67K
Copia Wealth Management 0.05% No change 450 $67K
Retirement Wealth Solutions LLC 0.04% No change 450 $67K
Fairman Group, LLC 0.05% Add +0.2% 448 $67K
Breakwater Investment Management 0.02% No change 442 $66K
GoalVest Advisory LLC 0.01% Reduce -77.3% 430 $64K
Key Capital Management, INC 0.06% — 427 $63K
Realta Investment Advisors 0.02% Add +23.1% 426 $63K
Winch Advisory Services, LLC 0.01% Reduce -0.2% 414 $62K
Ameriflex Group, Inc. 0.03% Add +682.7% 407 $61K
Mowery & Schoenfeld Wealth Management, LLC 0.09% Reduce -8.8% 403 $60K
Financial Connections Group, Inc. 0.02% No change 392 $58K
Alexis Investment Partners, LLC 0.02% No change 378 $56K
Curio Wealth, LLC 0.02% No change 366 $55K
Valley National Advisers Inc. 0.01% No change 370 $55K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 356 $54K
Wellington Grp LLC 0.02% — 355 $53K
Robbins Farley 0.02% Reduce -35.9% 349 $52K
Vermillion & White Wealth Management Group, LLC 0.03% Add +0.3% 348 $52K
IAG Wealth Partners, LLC 0.01% No change 345 $51K
Capital Investment Counsel, Inc 0.01% New 342 $51K
Cape Investment Advisory, Inc. 0.01% Add +8.2% 329 $49K
Timmons Wealth Management, LLC 0.05% — 320 $48K
Elyxium Wealth, LLC 0.01% New 313 $46K
Integrity Financial Corp 0.02% No change 309 $46K
Ascentis Wealth Management, LLC 0.01% No change 301 $45K
Nova Wealth Management, Inc. 0.03% No change 300 $45K
Richardson Financial Services Inc. 0.01% No change 299 $44K
American Wealth Advisors, LLC 0.04% Add +0.3% 297 $44K
Bravera Wealth 0.02% — 296 $44K
Pflug Koory, LLC 0.02% Add +0.3% 295 $44K
Wilkerson Advisory Group LLC 0.02% — 292 $43K
High Note Wealth, LLC 0.01% No change 283 $42K
Glassy Mountain Advisors, Inc. 0.01% No change 281 $42K
Paladin Advisory Group, LLC 0.03% Add +0.4% 274 $41K
Kimelman & Baird, LLC 0.00% No change 269 $40K
Concord Wealth Partners 0.01% Add +8.1% 266 $40K
Beaird Harris Wealth Management, LLC 0.00% New 300 $37K
Networth Advisors, LLC 0.03% — 245 $36K
Trust Co 0.00% New 231 $34K
Blueline Advisors LLC 0.03% — 228 $34K
Noble Wealth Management PBC 0.02% No change 227 $34K
Front Row Advisors LLC 0.01% No change 224 $33K
Motiv8 Investments LLC 0.02% New 213 $32K
Barnes Dennig Private Wealth Management LLC 0.03% No change 210 $31K
Hilltop National Bank 0.01% Reduce -45.2% 201 $30K
Greykasell Wealth Strategies, Inc. 0.01% No change 200 $30K
Webster Bank, N. A. 0.00% New 199 $30K
CVA Family Office, LLC 0.00% No change 196 $29K
PFS Partners, LLC 0.01% Add +11.0% 192 $29K
Godsey & Gibb, Inc. 0.00% New 190 $28K
Cornerstone Planning Group LLC 0.00% Add +1.7% 184 $28K
Kingdom Financial Group LLC. 0.01% New 187 $28K
Essential Partners LLC 0.01% No change 186 $28K
Fortitude Family Office, LLC 0.01% Reduce -4.1% 186 $28K
Towne Trust Company, N.A 0.01% Reduce -57.6% 184 $27K
MCF Advisors LLC 0.00% No change 175 $26K
DHJJ Financial Advisors, Ltd. 0.01% No change 172 $26K
Vermillion Wealth Management, Inc. 0.01% No change 171 $25K
Princeton Global Asset Management LLC 0.00% Add +0.6% 171 $25K
Fourth Dimension Wealth, LLC 0.01% No change 165 $25K
Valued Wealth Advisors LLC 0.01% No change 162 $24K
Resources Management Corp. /CT/ 0.00% Add +230.6% 162 $24K
Caldwell Sutter Capital, Inc. 0.01% No change 157 $23K
Mb, Levis & Associates, LLC 0.01% No change 152 $23K
2UniFi Bank 0.01% No change 151 $22K
Davis Capital Management 0.01% Add +353.1% 145 $22K
Robinswood Financial LLC 0.01% No change 141 $21K
Team Financial Group, LLC 0.01% No change 140 $21K
First Financial Corp. 0.01% No change 140 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 140 $21K
Global Trust Asset Management, LLC 0.01% Reduce -23.1% 133 $20K
Quaker Wealth Management, LLC 0.01% Add +12800.0% 129 $19K
Atomic Invest LLC 0.01% — 121 $18K
Red Tortoise LLC 0.01% New 118 $18K
Cheviot Value Management, LLC 0.00% No change 115 $17K
Jackson Hole Capital Partners, LLC 0.00% No change 114 $17K
Wealth Watch Advisors, INC 0.01% New 113 $17K
CoreFirst Bank & Trust 0.01% New 112 $17K
City State Bank 0.00% Reduce -22.8% 112 $17K
Versant Capital Management, Inc 0.00% No change 111 $17K
Missouri Trust & Investment Co 0.00% No change 100 $15K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $15K
GGM Financial LLC 0.01% Add +141.5% 99 $15K
Investors Portfolio Services LLC 0.01% — 92 $14K
Darwin Wealth Management, LLC 0.00% No change 90 $13K
Ulland Investment Advisors, LLC 0.01% No change 85 $13K
Evolution Wealth Management Inc. 0.01% Add +14.9% 85 $13K
Highline Wealth Partners LLC 0.00% No change 84 $12K
Estate Planners Group, LLC 0.01% — 83 $12K
Creative Capital Management Investments LLC 0.00% No change 82 $12K
MV Capital Management, Inc. 0.00% No change 81 $12K
Flagship Wealth Advisors, LLC 0.00% No change 77 $11K
Ameritas Investment Partners, Inc. 0.00% No change 76 $11K
Alerus Financial NA 0.00% Reduce -84.0% 75 $11K
Mascoma Wealth Management LLC 0.00% Reduce -6.3% 74 $11K
New Republic Capital, LLC 0.00% New 71 $11K
Graney & King, LLC 0.01% No change 67 $10K
Legacies Wealth LLC 0.01% No change 66 $10K
Cardinal Strategic Wealth Guidance 0.00% No change 63 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 58 $9K
Aventura Private Wealth, LLC 0.00% No change 58 $9K
Roxbury Financial LLC 0.01% No change 55 $8K
American Capital Advisory, LLC 0.00% No change 54 $8K
ROSS\JOHNSON & Associates LLC 0.14% No change 49 $7K
GW&K Investment Management, LLC 0.00% New 49 $7K
Wilmington Savings Fund Society, FSB 0.00% New 47 $7K
Woodard & Co. Asset Management Group Inc. 0.00% No change 43 $6K
Modus Advisors, LLC 0.00% New 37 $6K
Activest Wealth Management 0.00% No change 36 $5K
FWL Investment Management, LLC 0.00% New 34 $5K
Strategic Wealth Advisors LLC 0.00% — 38 $5K
Strategic Advocates LLC 0.00% New 33 $5K
DecisionPoint Financial, LLC 0.00% Reduce -76.3% 33 $5K
Wagner Wealth Management, LLC 0.00% New 32 $5K
Bell Investment Advisors, Inc 0.00% No change 31 $5K
IFC & Insurance Marketing, Inc. 0.00% — 28 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 30 $4K
Olistico Wealth, LLC 0.00% New 22 $3K
Premier Financial Group 0.00% New 19 $3K
West Paces Advisors Inc. 0.00% No change 18 $3K
Quadrant Capital Group LLC 0.00% No change 14 $2K
LM Advisors LLC 0.01% Reduce -85.1% 281 $2K
Topsail Wealth Management, LLC 0.00% No change 12 $2K
Advocate Investing Services LLC 0.00% — 10 $1K
Carolina Wealth Advisors, LLC 0.00% No change 10 $1K
Founders Capital Management 0.00% No change 5 $797
Richard W. Paul & Associates, LLC 0.00% Reduce -81.8% 4 $595
Lodestone Wealth Management LLC 0.00% New 2 $297
Lowe Brockenbrough & Co. Inc. 0.00% New 2 $297

"% of holder's portfolio" is ITOT's weight in each manager's 13F, not the share of iShares Core S&P Total U.S. the manager owns.