iShares Core S&P Total U.S.ITOTETF

13F holders, Q1 2026 (March 31)
1,629holders −20
91new positions
103sold out
4famous investors
$141.70avg. 13F price*

At the end of Q1 2026, 1,629 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, down 20 from Q4 2025. 91 opened new positions and 103 sold out. The largest holders were BlackRock, Inc. ($11.4B), Wells Fargo & Company ($9.4B) and Wealthfront Advisers LLC ($2.0B). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions91$192.3M
Exits103$121.4M

All 13F filers, Q4 2025 → Q1 2026: 31,019,230 shares bought and 9,176,861 shares sold, net +21,842,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,629 holders

BlackRock, Inc. 0.20% Add +13.0% 79,917,650 $11.4B
Wells Fargo & Company 1.88% Add +3.2% 65,970,413 $9.4B
Wealthfront Advisers LLC 4.49% Add +23.8% 14,373,487 $2.0B
Alliancebernstein L.P. 0.51% Add +6.8% 10,650,612 $1.6B
Betterment LLC 2.86% Reduce -0.6% 10,617,929 $1.5B
Morgan Stanley 0.09% Reduce -6.4% 10,203,087 $1.5B
Focus Partners Wealth 1.06% Add +8.7% 6,686,069 $953.5M
Bank of America Corp. 0.07% Add +3.1% 6,618,420 $942.7M
LPL Financial LLC 0.22% Reduce -6.2% 5,929,433 $844.5M
Focus Partners Advisor Solutions, LLC 7.77% Add +7.4% 5,415,954 $770.9M
Allstate Corp. 8.14% Add +327.6% 5,345,013 $761.3M
Envestnet Asset Management Inc. 0.16% Add +16.9% 4,233,606 $603.0M
SigFig Wealth Management, LLC 16.88% Add +11.1% 4,042,349 $575.8M
Blue Trust, Inc. 6.31% Reduce -0.8% 3,872,493 $551.6M
Auto-Owners Insurance Co 10.72% No change 3,595,344 $512.1M
Ballentine Partners, LLC 6.32% Reduce -1.5% 3,185,211 $453.7M
AlTi Global, Inc. 8.98% Add +5.4% 2,900,761 $413.2M
Norinchukin Bank, The 3.73% No change 2,246,560 $320.0M
Creative Planning 0.20% Reduce -1.7% 2,049,370 $291.9M
Allworth Financial LP 1.13% Reduce -1.9% 1,948,805 $277.6M
Raymond James Financial Inc. 0.09% Reduce -5.6% 1,948,699 $277.6M
Ameriprise Financial Inc. 0.06% Reduce -7.3% 1,919,909 $273.4M
Cerity Partners LLC 0.38% Reduce -5.0% 1,864,476 $265.6M
Sentinel Trust Co. Lba 25.52% Add +1.6% 1,803,511 $256.9M
Lido Advisors, LLC 0.96% Reduce -4.3% 1,711,050 $243.7M
JPMorgan Chase & Co. 0.02% Add +12.9% 1,752,924 $242.4M
Stifel Financial Corp. 0.22% Add +12.5% 1,683,425 $239.8M
Prime Capital Investment Advisors, LLC 2.66% Add +4.4% 1,616,418 $230.2M
Evensky & Katz LLC 12.81% Add +6.2% 1,580,910 $225.2M
Captrust Financial Advisors 0.38% Add +0.8% 1,519,015 $216.3M
Provenance Wealth Advisors, LLC 22.77% Reduce -6.0% 1,510,211 $215.1M
Osaic Holdings, Inc. 0.31% Reduce -5.0% 1,482,653 $211.2M
Cisco Systems, Inc. 61.65% Reduce -3.5% 1,372,500 $195.5M
Disciplina Capital Management LLC 20.29% Add +16.4% 1,343,930 $191.4M
TD Capital Management LLC 17.17% Reduce -1.2% 1,339,942 $190.8M
Commonwealth Equity Services, LLC 0.26% Add +7.4% 1,290,599 $183.8M
LJI Wealth Management, LLC 27.83% Add +1.1% 1,221,359 $174.0M
Zhang Financial LLC 5.82% Add +12.4% 1,181,952 $168.3M
Royal Bank of Canada 0.03% Add +2.1% 1,151,630 $164.0M
Parallel Advisors, LLC 2.93% Reduce -51.5% 1,141,392 $162.6M
Constellation Investments, Inc. 5.24% Add +82.2% 1,108,000 $157.8M
Tanager Wealth Management LLP 15.26% Add +11.0% 1,107,276 $157.7M
Mariner, LLC 0.18% Reduce -3.8% 1,096,242 $155.6M
Mesirow Financial Investment Management, Inc. 2.43% Add +42.6% 1,054,680 $150.2M
FMR LLC 0.01% Add +6.1% 1,050,980 $149.7M
Stratos Investment Management, LLC 5.88% Add +0.5% 1,029,397 $146.6M
UBS Group AG 0.03% Reduce -2.0% 1,016,552 $144.8M
HB Wealth Management, LLC 0.93% Reduce -1.8% 1,002,300 $142.8M
Claar Advisors LLC 48.01% Add +0.0% 994,820 $141.7M
Winthrop Advisory Group LLC 11.27% Add +5.5% 968,315 $137.9M
Jones Financial Companies LLLP 0.07% Add +34.4% 990,403 $137.6M
Wick Capital Partners, LLC 24.15% Add +5.9% 929,652 $132.4M
HighTower Advisors, LLC 0.14% Reduce -1.3% 918,546 $130.8M
Mercer Global Advisors Inc. 0.18% Add +0.7% 831,680 $118.5M
Rock Creek Group LLC 11.93% Reduce -5.3% 827,509 $117.9M
Cetera Investment Advisers 0.12% Add +0.3% 803,434 $114.4M
Facet Wealth, Inc. 1.94% Add +24.3% 786,111 $112.0M
Goldstein Advisors, LLC 12.23% Add +21.4% 772,851 $110.1M
True Link Financial Advisors, LLC 6.53% Reduce -4.3% 742,657 $105.8M
Geneos Wealth Management Inc. 2.42% Add +101.5% 731,384 $104.2M
Ancora Advisors LLC 2.14% Add +5.0% 704,573 $100.4M
Jaffetilchin Investment Partners, LLC 5.69% Reduce -9.0% 671,625 $95.7M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -1.3% 656,705 $93.5M
Ullmann Wealth Partners Group, LLC 9.17% Reduce -2.1% 620,346 $88.4M
Johnson Bixby & Associates, LLC 10.37% Reduce -14.9% 587,001 $83.6M
Blair William & Co. 0.24% Add +6.8% 577,496 $82.3M
Corient Private Wealth LP 0.11% Add +13.2% 532,581 $76.1M
Rockefeller Capital Management L.P. 0.13% Add +21.0% 514,613 $73.3M
Orion Porfolio Solutions, LLC 0.62% Reduce -11.9% 507,620 $72.3M
Cwm, LLC 0.18% Reduce -8.6% 489,745 $69.8M
Partners Capital Investment Group, LLP 2.60% Add +3.9% 484,522 $69.0M
Aviso Financial Inc. 2.35% Add +16.5% 465,585 $66.3M
Friday Financial 22.80% Add +4.5% 464,604 $66.2M
Cresset Asset Management, LLC 0.28% Add +1.7% 458,390 $65.3M
Correct Capital Wealth Management 12.10% Add +1073.6% 454,946 $64.8M
MML Investors Services, LLC 0.18% Reduce -11.7% 451,482 $64.3M
Northwestern Mutual Wealth Management Co. 0.04% Add +1.6% 443,636 $63.2M
Simon Quick Advisors, LLC 2.87% Reduce -0.9% 439,711 $62.6M
Elm Partners Management LLC 2.59% Add +6.7% 431,442 $59.7M
Brady Martz Wealth Solutions, LLC 10.10% Add +3.0% 415,996 $59.3M
Kestra Advisory Services, LLC 0.22% Add +14.9% 414,259 $59.0M
Goldman Sachs Group Inc. 0.01% Add +89.5% 412,884 $58.8M
Mission Wealth Management, LP 1.18% Add +16.6% 395,545 $56.3M
Tulsa Wealth Advisors, INC 9.86% New 394,861 $56.2M
Steffes Financial, Ltd. 29.53% Reduce -0.8% 392,836 $56.0M
Clark Capital Management Group, Inc. 0.34% Reduce -3.1% 390,475 $55.6M
Regatta Capital Group, LLC 8.40% Add +3.1% 389,492 $55.5M
GM Advisory Group, LLC 2.07% Add +11.1% 377,781 $53.8M
Northwest Wealth Management, LLC 8.08% Add +9.8% 377,533 $53.8M
&partners 0.26% Add +1.8% 365,958 $52.1M
jvl associates llc 17.08% Reduce -22.3% 357,629 $50.9M
Strategic Point Investment Advisors, LLC 7.31% Reduce -0.6% 353,225 $50.3M
BLB&B Advisors, LLC 2.06% Add +5.0% 350,348 $49.9M
Savant Capital, LLC 0.24% Add +41.7% 345,197 $49.2M
Smallwood Wealth Investment Management, LLC 25.71% Reduce -0.9% 342,517 $48.8M
Forvis Mazars Wealth Advisors, LLC 0.92% Reduce -1.7% 338,550 $48.2M
AQR Capital Management 0.02% Add +5.1% 334,051 $47.6M
Beacon Pointe Advisors, LLC 0.25% Add +96.4% 331,762 $47.3M
Pure Financial Advisors, LLC 0.68% Add +1.3% 330,815 $47.1M
Eldridge Investment Advisors, Inc. 10.24% Reduce -1.4% 328,100 $46.7M
Nicolet Bankshares Inc. 1.71% New 322,440 $46.3M
Adventist Health System/ West 8.11% No change 321,151 $45.7M
Truepoint, Inc. 1.02% Reduce -1.3% 320,658 $45.7M
Kondo Wealth Advisors, Inc. 17.03% Add +1.9% 317,668 $45.2M
Nearwater Capital Markets, Ltd 1.04% New 310,000 $44.2M
Quantinno Capital Management LP 0.07% Add +6.4% 307,418 $43.8M
Family Wealth Partners, LLC 14.88% Add +15.8% 306,121 $43.6M
Private Advisor Group, LLC 0.20% Add +17.1% 304,077 $43.3M
JGP Wealth Management, LLC 4.41% Add +4.1% 297,408 $42.4M
Ironsides Asset Advisors, LLC 10.32% Add +0.1% 288,878 $41.1M
Procyon Advisors, LLC 2.01% Reduce -9.5% 287,937 $41.0M
HighPoint Advisor Group LLC 1.71% Reduce -0.1% 285,932 $40.7M
Capital Analysts, LLC 1.07% Reduce -14.4% 285,740 $40.7M
Financial Designs Corp 22.54% Add +0.4% 284,249 $40.5M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -37.3% 288,164 $40.1M
Truist Financial Corp. 0.05% Reduce -42.4% 276,243 $39.3M
Tolleson Wealth Management, Inc. 5.57% Reduce -1.0% 268,122 $38.2M
Caprock Group, LLC 0.91% Reduce -1.4% 264,468 $37.7M
Steinberganna Wealth Management 17.99% Add +3.3% 263,005 $37.5M
Heritage Wealth Advisors 1.43% Reduce -0.1% 257,812 $36.7M
Reliant Wealth Planning 11.01% Reduce -2.6% 255,733 $36.4M
Klaas Financial Asset Advisors, LLC 4.97% Reduce -79.5% 252,919 $36.0M
Allen Investment Management, LLC 0.43% Reduce -49.8% 245,614 $35.0M
Advisory Services Network, LLC 0.45% Add +2.7% 239,320 $34.1M
Aspirean Wealth, LLC 36.16% Add +2.0% 233,757 $33.3M
Independent Order of Foresters 32.65% Reduce -65.3% 233,510 $33.3M
Valmark Advisers, Inc. 0.39% Reduce -1.2% 232,526 $33.1M
Squire Investment Management Company, LLC 9.19% Add +7.8% 232,201 $33.1M
Planned Solutions, Inc. 10.71% Add +5.3% 227,909 $32.5M
Alaska Permanent Capital Management, LLC 2.26% Reduce -1.4% 226,367 $32.2M
Coquina Private Wealth LLC 25.89% Add +3.2% 226,003 $32.2M
TRUE Private Wealth Advisors 3.03% Reduce -1.4% 223,533 $31.8M
Composition Wealth, LLC 0.43% Reduce -1.6% 221,090 $31.5M
Trevian Wealth Management LLC 15.48% Add +5.7% 220,249 $31.4M
Integrated Wealth Concepts LLC 0.25% Add +12.2% 220,145 $31.4M
Capstone Financial Advisors, Inc. 1.67% Add +1.9% 218,187 $31.1M
NewEdge Advisors, LLC 0.11% Add +10.3% 216,720 $30.9M
Aerodigm Wealth, LLC 11.59% Add +2.9% 216,296 $30.8M
Bank of New York Mellon Corp 0.01% Add +18.5% 215,665 $30.7M
Sendero Wealth Management, LLC 3.38% Add +0.2% 214,689 $30.6M
Cigna Investments Inc. 4.65% Add +3.7% 209,887 $29.9M
Sweeney & Michel, LLC 8.77% Add +1.4% 198,413 $29.8M
Great Valley Advisor Group, Inc. 0.54% Add +0.0% 208,943 $29.8M
W.G. Shaheen & Associates DBA Whitney & Co 2.47% Reduce -0.1% 208,360 $29.7M
Advus Financial Partners, LLC 7.37% Reduce -15.2% 206,651 $29.4M
Summit Financial, LLC 0.37% Add +31.9% 205,017 $29.2M
MJT & Associates Financial Advisory Group, Inc. 21.13% Add +8.8% 202,069 $28.8M
Vident Advisory, LLC 0.24% Add +10.2% 200,636 $28.6M
E-Wealth Partners, LLC 22.40% Add +5.3% 194,079 $27.6M
Nomura Asset Management International Inc. 0.05% Reduce 0.0% 192,043 $27.4M
MontVue Capital Management, Inc. 18.62% Add +1.0% 191,843 $27.3M
Nwam LLC 1.54% Add +20.1% 187,350 $26.7M
Canvas Wealth Advisors, LLC 4.49% Add +7.0% 185,224 $26.4M
Northern Trust Corp. 0.00% Reduce -1.7% 182,918 $26.1M
Durante & Waters, LLC 18.78% Reduce -0.9% 182,185 $25.9M
Cherrydale Wealth Management, LLC 7.95% Reduce -2.5% 180,719 $25.7M
Financial Partners Group, Inc 3.06% Add +0.2% 179,507 $25.6M
Twin Focus Capital Partners, LLC 2.89% Add +7.9% 176,721 $25.2M
Life Planning Partners, Inc 19.19% Reduce -0.1% 176,509 $25.1M
Rehmann Capital Advisory Group 1.28% Reduce -8.3% 172,866 $24.6M
Legacy Financial Advisors, Inc. 3.37% Reduce -4.9% 169,271 $24.1M
Patton Albertson Miller Group, LLC 2.86% Reduce -6.7% 169,121 $24.1M
Prism Planning Partners LLC 28.47% Add +4.3% 169,014 $24.1M
Catalyst Private Wealth, LLC 13.02% Add +5.4% 168,802 $24.0M
Plancorp, LLC 0.68% Add +17.6% 161,483 $24.0M
Brighton Jones LLC 0.52% Add +6.0% 165,930 $23.6M
Baird Financial Group, Inc. 0.04% Reduce -7.5% 164,374 $23.4M
Bernardo Wealth Planning LLC 4.58% Add +1.2% 164,150 $23.4M
United Capital Financial Advisors, LLC 0.14% Reduce -11.8% 163,823 $23.3M
Aletheian Wealth Advisors LLC 11.20% — 161,336 $23.0M
Astoria Strategic Wealth, Inc. 5.82% Reduce -1.5% 160,983 $22.9M
Weatherly Asset Management L. P. 1.84% Add +1.1% 159,673 $22.7M
Peirce Capital Management, LLC 8.88% Add +4.8% 159,401 $22.7M
Principal Securities, Inc. 0.33% Reduce -1.4% 157,681 $22.5M
OneDigital Investment Advisors LLC 0.22% Add +32.2% 155,588 $22.2M
Friedenthal Financial 11.01% Add +3.5% 153,842 $21.9M
Fifth Third Bancorp 0.04% Add +1050.5% 152,691 $21.7M
Vise Technologies, Inc. 0.42% No change 145,507 $21.6M
TruNorth Capital Management, LLC 4.07% Reduce -0.1% 148,899 $21.2M
Janney Montgomery Scott LLC 0.05% Add +10.3% 144,059 $20.5M
Sax Wealth Advisors, LLC 0.98% Reduce -0.1% 136,654 $20.3M
Stokes Family Office, LLC 2.09% Reduce -13.9% 142,304 $20.3M
Crestwood Advisors Group, LLC 0.34% Reduce -3.1% 141,733 $20.2M
Koshinski Asset Management, Inc. 1.26% Reduce -2.7% 141,313 $20.1M
Heck Capital Advisors, LLC 1.49% Reduce -31.1% 141,043 $20.1M
Sagespring Wealth Partners, LLC 0.36% Add +40.6% 140,440 $20.0M
Cosner Financial Group, LLC 10.91% Reduce -5.5% 139,444 $19.9M
Finhabits Advisors LLC 18.27% Add +5.1% 139,046 $19.8M
Gleason Group, Inc. 1.93% Reduce -1.4% 137,129 $19.5M
Farther Finance Advisors, LLC 0.18% Add +21.3% 136,053 $19.5M
Modern Wealth Management, LLC 0.33% Reduce -6.6% 132,584 $19.0M
Kaufman Rossin Wealth, LLC 10.86% Add +6.4% 133,064 $19.0M
Hickory Point Bank & Trust 12.47% Reduce -2.1% 132,700 $18.9M
Essex Financial Services, Inc. 1.06% Reduce -0.4% 132,253 $18.8M
Gotham Asset Management 0.06% Add +1.5% 130,604 $18.6M
Physician Wealth Advisors, Inc. 2.54% Add +1.1% 128,127 $18.2M
Romano Brothers and Company 2.05% Add +0.6% 126,526 $18.0M
BCGM Wealth Management, LLC 4.49% Add +11.6% 125,569 $17.9M
Wealthspire Retirement, LLC 1.07% Add +1.2% 124,712 $17.8M
Beacon Financial Group 1.77% Add +6.3% 124,398 $17.7M
Stevens Capital Partners 4.23% Add +8.3% 123,412 $17.6M
Cornell Pochily Investment Advisors, Inc. 5.09% Add +11.4% 121,740 $17.3M
IFP Advisors, Inc 0.36% Reduce -20.6% 120,211 $17.1M
Steward Partners Investment Advisory, LLC 0.09% Add +15.9% 119,934 $17.1M
MAI Capital Management 0.10% Add +19.0% 119,780 $17.1M
Thoroughbred Financial Services, LLC 1.02% Add +1.6% 119,568 $17.0M
Benchmark Financial Wealth Advisors, LLC 4.72% Reduce -2.2% 119,553 $17.0M
Oakwell Private Wealth Management, LLC 2.93% Add +0.1% 115,357 $16.4M
Tortoise Investment Management, LLC 1.36% Reduce -3.2% 115,343 $16.4M
Cynosure Group, LLC 2.03% Reduce -8.3% 114,266 $16.3M
Empower Advisory Group, LLC 0.04% Add +5.0% 113,011 $16.1M
Independent Financial Group, LLC 0.36% Add +6.3% 112,955 $16.1M
NWF Advisory Services Inc. 1.79% Add +1.7% 111,291 $15.9M
Brookstone Capital Management 0.18% Reduce -8.9% 111,020 $15.8M
Elevate Wealth Advisory, Inc. 9.83% Add +4.0% 109,360 $15.6M
Waverly Advisors, LLC 0.12% Add +3.7% 107,964 $15.4M
Greenleaf Trust 0.15% Reduce -0.4% 107,910 $15.4M
Callan Family Office, LLC 0.35% Add +3.6% 106,903 $15.2M
Chicago Partners Investment Group LLC 0.34% Add +7.3% 96,599 $15.1M
BBR Partners, LLC 0.83% Add +47.3% 105,013 $15.0M
OMNI 360 Wealth, Inc. 7.71% Add +7.5% 104,901 $14.9M
Kaydan Wealth Management, Inc. 4.91% Reduce -49.0% 103,145 $14.7M
Tudor Investment Corporation 0.08% Add +30.5% 102,589 $14.6M
WBH Advisory Inc. 1.09% Reduce -3.2% 101,638 $14.6M
Jane Street Group, LLC 0.02% Reduce -22.0% 102,307 $14.6M
Smithfield Trust Co 0.63% Add +0.2% 102,314 $14.6M
Family Manage LLC 1.73% Add +3.5% 101,495 $14.5M
Merit Financial Group, LLC 0.11% Reduce -2.6% 101,261 $14.4M
Baron Silver Stevens Financial Advisors, LLC 2.07% Add +2.9% 100,274 $14.3M
Evansbrook LLC 9.50% Add +2.1% 99,903 $14.2M
Jmac Enterprises LLC 2.72% Add +1.7% 99,776 $14.2M
Aptus Capital Advisors, LLC 0.12% Reduce -47.4% 98,286 $14.0M
HMV Wealth Advisors, LLC 6.54% Add +10.9% 97,764 $13.9M
Glenview Trust Co 0.22% Reduce -0.1% 97,742 $13.9M
Kingsview Wealth Management, LLC 0.19% Reduce -7.7% 95,438 $13.6M
1900 Wealth Management LLC 0.87% Reduce -10.3% 95,397 $13.6M
KFA Private Wealth Group, LLC 3.22% Add +0.5% 94,111 $13.4M
Wealthspire Advisors, LLC 0.11% Reduce -1.3% 94,090 $13.4M
Smith Shellnut Wilson LLC 5.87% Reduce -8.5% 93,985 $13.4M
Choreo, LLC 0.16% Add +1.2% 93,949 $13.4M
Single Point Partners, LLC 2.62% Add +2835.5% 2,232,613 $13.2M
Farrow Financial, Inc. 7.47% Reduce -1.3% 92,304 $13.1M
Arkadios Wealth Advisors 0.22% Reduce -4.2% 92,014 $13.1M
Roger Wittlin Investment Advisory, LLC 10.66% Reduce -2.9% 91,479 $13.0M
Spectrum Strategic Capital Management, LLC 7.00% Reduce -3.1% 91,263 $13.0M
Solano Wealth Investment Advisors LLC 6.46% Reduce -0.6% 90,961 $13.0M
King Wealth Management Group 1.61% Reduce -1.8% 90,275 $12.9M
Endowment Wealth Management, Inc. 5.60% Add +5.2% 88,889 $12.7M
GuidedMoney, LLC 6.58% Add +0.3% 87,940 $12.5M
Sanctuary Advisors, LLC 0.07% Add +3.8% 87,194 $12.4M
Flagship Harbor Advisors, LLC 0.55% Add +412.6% 87,166 $12.4M
Ashton Thomas Private Wealth, LLC 0.29% Reduce -1.8% 86,958 $12.4M
Robertson Stephens Wealth Management, LLC 0.34% Reduce -33.3% 85,631 $12.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.18% Reduce -7.5% 84,641 $12.1M
First Foundation Advisors 0.48% Reduce -8.6% 84,206 $12.0M
Clear Retirement Advice LLC 9.34% Add +1.8% 83,503 $11.9M
Regent Peak Wealth Advisors LLC 2.42% Reduce -8.5% 83,436 $11.9M
Guardian Wealth Advisors, LLC / NC 0.75% Reduce -9.5% 83,378 $11.9M
Guardsman Private Capital Management, Inc. 9.27% No change 83,341 $11.9M
Argent Trust Co 0.40% No change 82,662 $11.8M
CreativeOne Wealth, LLC 0.27% Add +7.8% 81,578 $11.6M
Level Wealth Management LLC 5.42% Add +0.6% 81,158 $11.6M
Crescent Grove Advisors, LLC 1.14% Reduce -3.7% 80,823 $11.5M
Clearstead Advisors, LLC 0.10% Add +1.5% 80,606 $11.5M
Thrivent Financial for Lutherans 0.02% Reduce -33.4% 80,378 $11.4M
Satovsky Asset Management LLC 2.02% Reduce -1.5% 80,160 $11.4M
Sage Mountain Advisors LLC 0.79% Add +38.1% 79,649 $11.3M
Kestra Private Wealth Services, LLC 0.14% Reduce -13.7% 78,834 $11.2M
HBE Wealth Management, LLC 9.76% Add +4.2% 78,576 $11.2M
Freestone Capital Holdings, LLC 0.34% Reduce -2.0% 78,422 $11.2M
Private Wealth Asset Management, LLC 1.17% Add +2.1% 76,851 $10.9M
O'shaughnessy Asset Management, LLC 0.05% Add +9.1% 76,549 $10.9M
Fifth Third Securities, Inc. 0.70% Add +2.5% 76,144 $10.8M
Brooklyn FI, LLC 2.28% Add +3.0% 76,056 $10.8M
Rollins Financial Advisors, LLC 1.71% Reduce -2.7% 75,939 $10.8M
Bar Harbor Wealth Management 0.63% Add +17.1% 75,434 $10.7M
Signature Estate & Investment Advisors LLC 0.22% Add +2.8% 75,414 $10.7M
Fulcrum Equity Management 10.36% Reduce -3.8% 74,708 $10.6M
Sequoia Financial Advisors, LLC 0.06% Add +0.1% 74,447 $10.6M
Stratos Wealth Partners, LTD. 0.12% Reduce -3.0% 73,205 $10.4M
Ieq Capital, LLC 0.05% Reduce -0.0% 71,901 $10.2M
PFG Investments, LLC 0.48% Add +6.5% 71,698 $10.2M
First Hawaiian Bank 1.43% No change 71,645 $10.2M
Kovack Advisors, Inc. 0.54% Reduce -9.7% 70,842 $10.1M
ETF Portfolio Partners, Inc. 2.65% Add +2.1% 70,766 $10.1M
Jackson Thornton Wealth Management, LLC 0.90% Add +184.3% 67,510 $10.0M
Wealthcare Capital Management LLC 0.99% Add +27.9% 69,753 $9.9M
Roble, Belko & Company, Inc 1.24% Reduce -0.9% 68,365 $9.7M
Prasad Wealth Partners, LLC 2.65% Add +1.8% 68,229 $9.7M
71 West Capital Partners 0.43% Add +15.1% 68,023 $9.7M
Bank of Montreal 0.00% Reduce -9.2% 66,900 $9.5M
Towercrest Capital Management 1.46% Add +2.8% 65,773 $9.4M
Grove Bank & Trust 1.06% Reduce -0.5% 65,565 $9.3M
Element Wealth, LLC 3.82% Add +3.9% 64,729 $9.2M
Cadia Private Client LLC 7.27% Reduce -6.7% 62,905 $9.0M
CogentBlue Wealth Advisors, LLC 5.97% Add +4.6% 62,323 $8.9M
Well Done, LLC 1.30% Add +1.9% 61,998 $8.8M
Sjbenen Advisory, LLC 7.33% Reduce -43.6% 61,481 $8.8M
CENTRAL TRUST Co 0.17% Reduce -6.5% 61,356 $8.7M
Sard Wealth Management Group, LLC 4.69% Reduce -1.1% 60,509 $8.6M
Investors Research Corp 1.65% Reduce -7.6% 60,472 $8.6M
Rede Wealth, LLC 3.10% Add +4.9% 60,471 $8.6M
Naples Global Advisors, LLC 0.63% Reduce -0.2% 60,471 $8.6M
DDFG, Inc 1.85% Reduce -1.5% 60,311 $8.6M
PNC Financial Services Group, Inc. 0.01% Reduce -12.4% 60,221 $8.6M
Turtle Creek Wealth Advisors, LLC 0.64% No change 59,590 $8.5M
Patriot Investment Management Group, Inc. 0.54% Reduce -2.1% 58,988 $8.4M
Monument Capital Management 2.10% Reduce -1.0% 58,982 $8.4M
StoneX Group Inc. 0.45% Add +11.5% 58,826 $8.4M
Moneywise, Inc. 3.65% Reduce -18.4% 58,693 $8.4M
Magnolia Capital Advisors LLC 1.63% Reduce -34.3% 58,182 $8.3M
Lynch & Associates 1.55% Add +1.8% 57,884 $8.2M
BIP Wealth, LLC 0.33% Add +7.7% 57,652 $8.2M
Flagship Private Wealth, LLC 3.30% Add +1.7% 57,130 $8.1M
Apella Capital, LLC 0.12% Add +20.1% 52,132 $8.1M
Forbes J M & Co. LLP 0.68% Add +0.7% 56,510 $8.0M
Donor Advised Charitable Giving, Inc. 0.20% Reduce -5.5% 56,012 $8.0M
Hardy Reed LLC 0.58% Add +2.0% 55,978 $8.0M
A&I Financial Services, LLC 3.77% Reduce -6.3% 55,888 $8.0M
Hollencrest Capital Management 0.30% Add +5.2% 55,719 $7.9M
Summit Trail Advisors, LLC 0.11% Reduce -4.3% 55,634 $7.9M
National Philanthropic Trust 0.08% Add +5.2% 55,616 $7.9M
Mosaic Advisors LLC 11.86% No change 50,527 $7.9M
Bradley & Co. Private Wealth Management, LLC 4.11% No change 54,780 $7.8M
Pathstone Holdings, LLC 0.03% Reduce -8.6% 54,601 $7.8M
First Financial Bank - Trust Division 0.62% Reduce -2.8% 54,248 $7.7M
HBK Sorce Advisory LLC 0.16% Reduce -0.3% 47,767 $7.7M
Modera Wealth Management, LLC 0.09% Reduce -1.9% 53,427 $7.6M
Moneco Advisors, LLC 0.58% Reduce -3.5% 52,079 $7.4M
Diversified Portfolios, Inc. 0.61% Add +16.0% 51,769 $7.4M
Nations Financial Group Inc, /Ia/ 0.38% Add +2.4% 51,701 $7.4M
Ironwood Financial, llc 1.28% Add +0.5% 51,355 $7.3M
Avalon Advisory Group 2.92% Reduce -0.9% 50,794 $7.2M
LVZ, Inc. 0.82% Add +7.0% 50,677 $7.2M
Summit Wealth Partners, LLC 1.14% Reduce -4.4% 50,503 $7.2M
Davidson Investment Advisors 0.31% Reduce -0.0% 50,274 $7.2M
Cibc World Market Inc. 0.01% Add +628.1% 49,701 $7.1M
Claris Advisors, LLC / Mo / 2.12% Add +0.8% 49,645 $7.1M
Investment Advisory Group, LLC 1.79% Add +16.0% 49,477 $7.0M
Western Wealth Management, LLC 0.27% Add +36.3% 49,251 $7.0M
DKM Wealth Management, Inc. 5.05% Add +1.2% 49,147 $7.0M
Legacy Private Trust Co. 0.43% Reduce -2.8% 49,100 $7.0M
Amplius Wealth Advisors, LLC 0.58% Reduce -0.5% 49,059 $7.0M
Grand Wealth Management, LLC 3.27% No change 48,756 $6.9M
Avior Wealth Management, LLC 0.20% Add +0.1% 48,429 $6.9M
Wedmont Private Capital 0.22% Reduce -4.2% 46,343 $6.9M
Independent Solutions Wealth Management, LLC 1.01% Reduce -3.3% 47,989 $6.8M
Foundations Investment Advisors, LLC 0.08% Add +5.2% 47,624 $6.8M
Park Avenue Securities LLC 0.05% Add +1.7% 47,592 $6.8M
Pennington Partners & Co., LLC 2.31% Add +43.3% 47,266 $6.7M
Aegis Wealth Management LLC 3.84% No change 47,167 $6.7M
Abound Wealth Management 1.51% Add +22.9% 46,606 $6.6M
Sigma Planning Corp 0.18% Reduce -1.8% 46,374 $6.6M
Hudock, Inc. 0.96% Add +6.5% 45,997 $6.6M
Arax Advisory Partners 0.18% Reduce -17.5% 45,805 $6.5M
Snowden Capital Advisors LLC 0.17% Reduce -12.5% 45,271 $6.4M
Franklin Resources Inc. 0.00% Add +4.8% 44,918 $6.4M
First Heartland Consultants, Inc. 0.49% Add +0.5% 44,795 $6.4M
Natixis Advisors, LLC 0.01% Add +13.8% 44,623 $6.4M
Wealthcare Advisory Partners LLC 0.12% Add +58.0% 44,625 $6.4M
Ferguson Wellman Capital Management, Inc. 0.09% No change 43,899 $6.3M
VestGen Advisors, LLC 0.17% Add +1.5% 38,130 $6.1M
Compound Planning, Inc. 0.19% Add +92.9% 43,108 $6.1M
Tsfg, LLC 0.93% Reduce -0.8% 43,065 $6.1M
Matthew Goff Investment Advisor, LLC 1.02% Reduce -5.5% 43,040 $6.1M
Independent Advisor Alliance 0.07% Add +620.4% 42,998 $6.1M
Dopkins Wealth Management, LLC 2.45% Add +17.5% 42,852 $6.1M
Sutton Place Investors LLC 3.33% Reduce -0.7% 42,769 $6.1M
Capital Planning LLC 1.97% Reduce -4.1% 42,528 $6.1M
Ritholtz Wealth Management 0.10% Add +2.5% 42,390 $6.0M
Johnson Investment Counsel Inc. 0.05% Reduce -2.0% 42,306 $6.0M
Sunbelt Securities, Inc. 0.38% Add +7.4% 42,279 $6.0M
Hassell Wealth Management, LLC 2.01% Add +0.3% 42,150 $6.0M
Dakota Wealth Management 0.13% Reduce -2.3% 41,806 $6.0M
Bleakley Financial Group, LLC 0.09% Add +6.2% 41,648 $5.9M
AlphaCore Capital LLC 0.14% Add +11.2% 41,529 $5.9M
Blueprint Investment Partners LLC 0.60% Add +16.5% 41,397 $5.9M
Sheets Smith Wealth Management 0.66% Reduce -2.4% 41,357 $5.9M
Bank of Hawaii 0.31% Reduce -8.4% 41,275 $5.9M
Blueprint Financial Advisors LLC 0.87% Add +13.7% 41,262 $5.9M
Libra Wealth LLC 1.65% Reduce -1.2% 41,069 $5.8M
FAS Wealth Partners, Inc. 0.36% Reduce -0.2% 40,905 $5.8M
GeoWealth Management, LLC 0.21% Reduce -0.8% 40,612 $5.8M
Fairvoy Private Wealth, LLC 1.37% Reduce -23.9% 40,337 $5.7M
Aspiriant, LLC 0.16% No change 40,235 $5.7M
Harbour Investments, Inc. 0.09% Add +4.8% 40,205 $5.7M
Texas Capital Bank Wealth Management Services Inc 0.34% No change 40,094 $5.7M
Ridgecrest Wealth Partners, LLC 3.15% Reduce -1.9% 40,062 $5.7M
Flputnam Investment Management Co. 0.09% Reduce -2.5% 40,044 $5.7M
Greenwood Gearhart LLC 0.30% Reduce -23.6% 39,348 $5.6M
Capital Advisors, Ltd. LLC 0.64% No change 39,254 $5.6M
Yukon Wealth Management, Inc. 3.33% Add +1.4% 39,125 $5.6M
MBA Advisors LLC 2.12% Reduce -0.3% 38,813 $5.5M
Wealth Management Associates, Inc. 1.90% Add +0.5% 38,628 $5.5M
BlackDiamond Wealth Management, LLC 2.64% Reduce -0.7% 38,412 $5.5M
Glen Eagle Advisors, LLC 0.75% Reduce -0.1% 37,838 $5.4M
CFS Investment Advisory Services, LLC 0.37% Reduce -0.4% 34,610 $5.4M
Legacy Financial Group LLC 0.67% Add +5.7% 37,414 $5.3M
Soltis Investment Advisors LLC 0.34% Reduce -0.4% 36,972 $5.3M
Up Strategic Wealth Investment Advisors LLC 3.32% Reduce -0.8% 32,902 $5.3M
Keystone Financial Group 0.36% Reduce -0.4% 36,306 $5.2M
MA Private Wealth 0.87% Reduce -0.0% 36,327 $5.2M
Columbus Macro, LLC 0.55% Reduce -7.2% 36,178 $5.2M
GWN Securities Inc. 0.98% Add +0.1% 35,849 $5.1M
Prospera Financial Services Inc 0.08% Reduce -6.8% 35,431 $5.0M
Allie Family Office LLC 2.19% Add +2.4% 35,326 $5.0M
Envestnet Portfolio Solutions, Inc. 0.03% Add +3.9% 35,284 $5.0M
Vontobel Holding Ltd. 0.02% Reduce -5.0% 35,157 $5.0M
Concurrent Investment Advisors, LLC 0.05% Add +5.2% 35,142 $5.0M
World Investment Advisors 0.08% Add +1.5% 35,067 $5.0M
Canandaigua National Corp. 0.45% — 34,977 $5.0M
Centerline Wealth Advisors, LLC 1.76% New 34,430 $4.9M
US Bancorp \de 0.01% Reduce -40.0% 34,213 $4.9M
Blue Fin Capital, Inc. 0.80% Add +17.1% 34,065 $4.9M
Baker Tilly Wealth Management, LLC 1.18% Add +0.3% 33,957 $4.8M
Hoxton Planning & Management, LLC 1.45% Add +0.9% 33,871 $4.8M
Fonville Wealth Management LLC 0.92% Reduce -0.9% 33,848 $4.8M
NYL Investors LLC 1.82% Reduce -4.1% 33,765 $4.8M
Doliver Advisors, LP 1.09% Reduce -0.2% 33,628 $4.8M
Fairview Capital Investment Management, LLC 0.26% Reduce -1.3% 33,290 $4.7M
Lazard Asset Management LLC 0.01% No change 32,865 $4.7M
MorganRosel Wealth Management, LLC 1.84% Reduce -47.2% 32,750 $4.7M
RW Investment Management LLC 0.45% — 32,544 $4.6M
Moneta Group Investment Advisors LLC 0.03% No change 32,457 $4.6M
Unique Wealth, LLC 0.64% Add +58.3% 32,428 $4.6M
Pitcairn Wealth Advisors LLC 0.42% Reduce -0.4% 31,035 $4.6M
Endeavor Private Wealth, Inc. 1.29% Reduce -16.4% 31,485 $4.5M
Shepherd Street Advisors LLC 4.42% No change 31,463 $4.5M
GSG Advisors LLC 1.16% Reduce -2.8% 31,313 $4.5M
Belleair Asset Management, LLC 4.06% Add +20.8% 31,268 $4.5M
IHT Wealth Management, LLC 0.10% Add +23.0% 31,070 $4.4M
EP Wealth Advisors, LLC 0.02% Reduce -13.1% 31,031 $4.4M
Aspen Wealth Management LLC 0.88% Add +3.5% 30,917 $4.4M
Claro Advisors Inc. 0.52% Add +8.9% 30,595 $4.4M
NewEdge Wealth, LLC 0.05% Add +22.8% 30,353 $4.3M
TFO Wealth Partners, LLC 0.59% Reduce -0.1% 30,351 $4.3M
SmartHarvest Portfolios, LLC 1.80% Reduce -3.7% 30,260 $4.3M
Connecticut Capital Management Group, LLC 4.04% Reduce -3.7% 29,994 $4.3M
Apollon Wealth Management, LLC 0.07% Reduce -1.6% 29,792 $4.2M
Alliance Wealth Management Group 0.92% Add +2.8% 29,620 $4.2M
RFG Advisory, LLC 0.08% Add +34.1% 29,513 $4.2M
Symphony Financial Services, Inc. 2.15% Add +3.2% 29,434 $4.2M
Strategic Blueprint, LLC 0.24% Add +15.0% 29,410 $4.2M
Sentinel Pension Advisors, LLC 0.62% Add +0.5% 29,382 $4.2M
Sigma Investment Counselors Inc. 0.22% Reduce -22.2% 29,170 $4.2M
Able Wealth Management LLC 1.11% Add +2.0% 29,024 $4.1M
Montecito Bank & Trust 0.68% Reduce -8.4% 28,983 $4.1M
Vericrest Private Wealth 3.70% Add +5.2% 28,961 $4.1M
Rf&l Wealth Management, LLC 3.08% Add +4.3% 28,892 $4.1M
Tower Research Capital LLC (TRC) 0.11% Add +77.2% 28,841 $4.1M
Forte Asset Management LLC 1.77% Add +1.0% 28,292 $4.0M
Asset Dedication, LLC 0.28% Reduce -67.6% 28,277 $4.0M
Formulate Financial LLC 4.88% Add +16.0% 27,761 $4.0M
Segment Wealth Management, LLC 0.23% Add +1.8% 27,228 $3.9M
Joel Isaacson & Co., LLC 0.13% Add +0.2% 27,181 $3.9M
Alta Wealth Advisors LLC 1.25% Reduce -0.1% 26,999 $3.8M
Summit Investment Advisory Services, LLC 1.42% Add +0.1% 26,830 $3.8M
Private Trust Co. NA 0.34% Reduce -1.9% 26,819 $3.8M
Voisard Asset Management Group, Inc. 0.81% No change 26,817 $3.8M
Dorsey & Whitney Trust CO LLC 0.21% No change 26,677 $3.8M
JSF Financial, LLC 0.74% Reduce -3.4% 26,641 $3.8M
TD Private Client Wealth LLC 0.08% Add +14.2% 26,361 $3.8M
N.E.W. Advisory Services LLC 0.28% Reduce -0.6% 25,925 $3.7M
ShoreHaven Wealth Partners, LLC 1.33% Add +7.0% 25,914 $3.7M
Drucker Wealth 3.0, LLC 0.64% Reduce -0.8% 25,873 $3.7M
Diversify Wealth Management, LLC 0.07% New 23,604 $3.7M
TFC Financial Management, Inc. 0.45% Add +0.1% 25,663 $3.7M
Samalin Investment Counsel, LLC 1.30% Reduce -23.6% 25,520 $3.6M
Curat Global, LLC 3.58% Add +0.7% 25,333 $3.6M
Fortress Financial Solutions, LLC 3.77% Reduce -8.3% 25,356 $3.6M
Climber Capital SA 2.36% Reduce -15.0% 27,597 $3.6M
Oxford Financial Group, LTD. LLC 0.19% No change 25,259 $3.6M
Choate Investment Advisors 0.07% No change 25,243 $3.6M
Vanguard Advisers Inc. 0.01% — 25,148 $3.6M
Nepc LLC 0.07% No change 25,076 $3.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 24,924 $3.5M
Savvy Advisors, Inc. 0.10% Add +56.0% 24,859 $3.5M
Silvia McColl Wealth Management, LLC 2.33% No change 24,800 $3.5M
AE Wealth Management LLC 0.02% Add +12.4% 24,657 $3.5M
Pinnacle Financial Partners, Inc. 0.03% Add +0.5% 24,601 $3.5M
Carrera Capital Advisors 0.54% Reduce -7.1% 24,460 $3.5M
Glass Jacobson Investment Advisors llc 1.20% Reduce -0.3% 24,376 $3.5M
Rather & Kittrell, Inc. 0.53% Reduce -0.1% 24,207 $3.4M
Kings Path Partners LLC 1.18% Add +0.0% 24,176 $3.4M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -1.9% 24,131 $3.4M
BridgePort Financial Solutions, LLC 0.97% Reduce -5.9% 23,979 $3.4M
Jefferies Financial Group Inc. 0.04% Add +0.0% 23,836 $3.4M
Foster Group, Inc. 0.10% Add +0.1% 23,654 $3.4M
SCS Capital Management LLC 0.04% No change 23,596 $3.4M
Nicholson Meyer Capital Management, Inc. 2.57% Reduce -6.7% 23,550 $3.4M
Gladstone Institutional Advisory LLC 0.12% Reduce -3.1% 23,516 $3.3M
Accurate Wealth Management, LLC 0.40% Reduce -37.3% 22,379 $3.3M
HRT Financial LP 0.01% Add +100.2% 23,292 $3.3M
Brown Advisory Inc. 0.01% Reduce -5.3% 23,137 $3.3M
Carr Financial Group Corp 0.85% Reduce -7.0% 22,630 $3.2M
Quadrant Private Wealth Management, LLC 0.50% Add +6.0% 22,625 $3.2M
Tenon Financial LLC 1.26% No change 22,540 $3.2M
Strategic Equity Management 1.20% Reduce -2.7% 22,345 $3.2M
PFG Advisors 0.15% Add +8.2% 22,318 $3.2M
Maltin Wealth Management, Inc. 1.21% Add +9.1% 22,232 $3.2M
Mayflower Financial Advisors, LLC 0.38% Add +2.5% 22,124 $3.2M
Godfrey Financial Associates, Inc. 2.70% Reduce -2.3% 22,095 $3.1M
Luminvest Wealth Management LLC 0.82% Add +2.7% 21,919 $3.1M
Owl Creek Wealth Partners LLC 1.12% — 22,081 $3.1M
Prosperity Consulting Group, LLC 0.14% Add +6.5% 21,976 $3.1M
Apollon Financial, LLC 0.43% Add +0.0% 21,885 $3.1M
SFG Wealth Management, LLC. 1.28% Add +0.4% 21,768 $3.1M
Discipline Wealth Solutions, LLC 0.33% Reduce -1.2% 21,679 $3.1M
SC&H Financial Advisors, Inc. 0.47% Reduce -3.2% 21,664 $3.1M
M&T Bank Corp 0.01% No change 21,599 $3.1M
Kelly Financial Services LLC 0.74% Add +5.6% 21,433 $3.1M
Elevation Point Wealth Partners, LLC 0.07% New 21,405 $3.0M
Signature Resources Capital Management, LLC 1.44% No change 21,364 $3.0M
May Hill Capital, LLC 0.76% Reduce -1.8% 21,189 $3.0M
Mutual Advisors, LLC 0.06% Add +8.3% 21,133 $3.0M
Calton & Associates, Inc. 0.43% Reduce -2.4% 21,083 $3.0M
Bokf, NA 0.05% Reduce -1.7% 20,856 $3.0M
Schrum Private Wealth Management LLC 2.25% Add +3.5% 20,749 $3.0M
AdvisorNet Financial, Inc 0.15% Add +1.5% 20,731 $3.0M
Retirement Planning Group, LLC 0.09% Reduce -14.2% 20,636 $2.9M
Lauterbach Financial Advisors, LLC 1.43% Reduce -0.7% 20,546 $2.9M
Citizens Financial Group Inc. 0.04% Add +234.7% 20,521 $2.9M
Northwest Bancshares, Inc. 0.58% Add +7.9% 20,513 $2.9M
Integrity Alliance, Llc. 0.11% Add +2.4% 20,345 $2.9M
TKG Advisors, LLC 1.19% No change 20,160 $2.9M
Evoke Wealth, LLC 0.05% Add +3.4% 20,155 $2.9M
WealthCollab, LLC 1.18% No change 20,076 $2.9M
Buttonwood Financial Advisors Inc. 0.96% Reduce -2.4% 20,057 $2.9M
LaSalle St. Investment Advisors, LLC 0.40% Add +6.0% 19,811 $2.8M
Curi Capital, LLC 0.05% Reduce -4.2% 19,810 $2.8M
Range Advisory, LLC 0.52% Add +7.4% 19,668 $2.8M
Dynamic Advisor Solutions LLC 0.09% Add +52.9% 19,651 $2.8M
Quad-Cities Investment Group, LLC 1.11% Add +3.2% 19,502 $2.8M
Farmers & Merchants Investments Inc. 0.08% Add +14.3% 19,464 $2.8M
Essex Bank 0.61% No change 19,361 $2.8M
Assetmark, Inc. 0.01% Add +6.3% 19,314 $2.8M
Serenus Wealth Advisors, LLC 0.55% No change 19,292 $2.7M
First National Bank & Trust Co. of Newtown 0.59% Reduce -4.0% 19,130 $2.7M
Snider Financial Group 0.82% Add +2.8% 19,101 $2.7M
Perigon Wealth Management, LLC 0.05% Add +4.9% 18,958 $2.7M
Cooper Financial Group 0.27% Add +1.9% 18,929 $2.7M
B. Riley Wealth Advisors, Inc. 0.17% Reduce -31.4% 19,436 $2.7M
One Wealth Advisors, LLC 0.33% Reduce -12.8% 18,843 $2.7M
Fiduciary Alliance LLC 0.16% Reduce -25.0% 17,472 $2.7M
Tranquility Partners, LLC 1.00% Add +2.3% 18,612 $2.7M
Debussy Capital Management LP 0.37% Reduce -4.9% 18,593 $2.6M
Asset One Wealth Management LLC 0.29% Reduce -0.1% 17,073 $2.6M
Great Point Wealth Advisors, LLC 0.48% Reduce -2.7% 18,420 $2.6M
Financial Architects, LLC 1.38% Add +20.1% 18,355 $2.6M
Venturi Wealth Management, LLC 0.12% Add +2.2% 18,333 $2.6M
Sage Financial Group Inc. 0.17% Reduce -0.0% 18,108 $2.6M
Walkner Condon Financial Advisors LLC 0.34% Reduce -13.8% 18,083 $2.6M
Neuberger Berman Group LLC 0.00% Reduce -7.5% 18,025 $2.6M
Altiora Financial Group, LLC 0.42% New 17,909 $2.6M
Financial Engines Advisors L.L.C. 0.01% Add +0.4% 17,904 $2.6M
Cascade Financial Partners, LLC 0.26% Add +0.0% 17,902 $2.5M
Oppenheimer & Co. Inc. 0.03% Add +31.6% 17,869 $2.5M
Cahaba Wealth Management, Inc. 0.17% Add +59.0% 17,719 $2.5M
Keel Point, LLC 0.17% New 17,621 $2.5M
Wealth Group Ltd 0.57% Add +4.6% 17,452 $2.5M
Kingswood Wealth Advisors, LLC 0.12% Add +14.1% 17,447 $2.5M
Archer Investment Corp 0.53% Add +2.5% 17,377 $2.5M
Morling Financial Advisors, LLC 0.76% Reduce -0.6% 17,367 $2.5M
First Citizens Bank & Trust Co. 0.05% Add +69.0% 17,340 $2.5M
Insigneo Advisory Services, LLC 0.18% Add +44.5% 17,326 $2.5M
Parkwoods Wealth Partners, LLC 0.60% Reduce -3.8% 17,271 $2.5M
Tennessee Valley Asset Management Partners 0.32% Add +43.7% 17,144 $2.4M
Hamilton Capital, LLC 0.13% Add +1.2% 17,035 $2.4M
Centerpoint Advisors, LLC 0.79% Add +0.0% 16,954 $2.4M
Regency Capital Management Inc.\DE 1.07% Add +2.1% 16,833 $2.4M
Associated Banc-Corp 0.06% Reduce -3.8% 16,814 $2.4M
Cardiff Park Advisors, LLC 0.19% Add +0.2% 16,775 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +669.2% 16,553 $2.4M
Asempa Wealth Advisors 2.04% Add +2.5% 16,298 $2.3M
Csenge Advisory Group 0.11% Add +2.9% 16,351 $2.3M
Riverbend Wealth Management, LLC 1.45% Add +2.5% 16,346 $2.3M
Pasadena Private Wealth, LLC 0.32% Add +10.9% 16,198 $2.3M
Stratos Wealth Advisors, LLC 0.14% Add +0.8% 16,174 $2.3M
Cyndeo Wealth Partners, LLC 0.12% Add +13.5% 16,108 $2.3M
Peak Financial Management, Inc. 0.58% Reduce -5.3% 16,091 $2.3M
Tempo Wealth, LLC 0.40% Reduce -2.0% 15,926 $2.3M
Keystone Financial Group, Inc. 1.18% Reduce -12.4% 15,890 $2.3M
Cherry Tree Wealth Management, LLC 0.48% Reduce -3.8% 15,877 $2.3M
Sowa Financial Group, Inc. 1.12% Reduce -4.8% 15,831 $2.3M
Gateway Wealth Partners, LLC 0.09% Add +360.2% 15,793 $2.2M
Midwest Trust Co 0.03% Add +0.4% 15,710 $2.2M
CIBC Bancorp USA Inc. 0.00% — 15,676 $2.2M
Accredited Investors Inc. 0.12% Add +1.0% 15,553 $2.2M
Guidance Point Advisors, LLC 0.54% Add +1.8% 15,520 $2.2M
McGlone Suttner Wealth Management, Inc. 0.29% No change 15,480 $2.2M
Icon Wealth Advisors, LLC 0.14% Add +1.8% 14,139 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +390.9% 15,445 $2.2M
Keybank National Association 0.01% Reduce -0.0% 15,311 $2.2M
Objective Capital Management, LLC 2.19% Reduce -1.7% 15,213 $2.2M
Mgo One Seven LLC 0.04% Add +35.2% 15,107 $2.2M
OpenArc Corporate Advisory, LLC 0.03% Add +183.0% 15,083 $2.1M
Laurel Oak Wealth Management, LLC 0.36% Add +178.1% 15,076 $2.1M
XY Planning Network, Inc. 0.34% Reduce -10.0% 14,845 $2.1M
Birch Financial Group, LLC 1.24% Reduce -1.6% 14,916 $2.1M
Bogart Wealth, LLC 0.08% Add +0.9% 14,797 $2.1M
Trivium Point Advisory, LLC 0.38% Reduce -1.5% 14,742 $2.1M
Vistica Wealth Advisors, LLC 2.09% Reduce -0.1% 14,733 $2.1M
Signaturefd, LLC 0.03% Reduce -1.6% 14,655 $2.1M
Security Financial Services, INC. 0.33% Add +18.4% 14,626 $2.1M
Aaron Wealth Advisors LLC 0.12% Add +14.0% 14,591 $2.1M
Grey Ledge Advisors, LLC 0.47% Add +0.4% 14,551 $2.1M
Wealth Effects LLC 0.73% Reduce -2.0% 14,451 $2.1M
Bouvel Investment Partners, LLC 0.60% Add +38.3% 14,443 $2.1M
Agf Management Ltd. 0.01% Reduce -27.2% 14,400 $2.1M
Destiny Wealth Partners, LLC 0.22% Reduce -2.3% 14,393 $2.0M
Talisman Wealth Advisors LLC 1.65% Reduce -3.9% 14,341 $2.0M
Toronto Dominion Bank 0.00% Add +203.9% 14,343 $2.0M
Phillips Financial Management, LLC 0.15% Reduce -15.6% 14,215 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +12.7% 14,147 $2.0M
Traveka Wealth, LLC 0.77% Add +0.2% 14,085 $2.0M
Compass Ion Advisors, LLC 0.19% Add +0.0% 14,013 $2.0M
Valeo Financial Advisors, LLC 0.05% Add +0.3% 13,968 $2.0M
Robinson Smith Wealth Advisors LLC 1.33% Reduce -1.4% 13,764 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +2.8% 13,649 $1.9M
Hobbs Group Advisors, LLC 0.57% Add +0.8% 13,479 $1.9M
Stephenson & Company, Inc. 1.02% No change 13,202 $1.9M
Clark Asset Management, LLC 0.18% Reduce -52.7% 13,184 $1.9M
Three Arch Wealth Management LLC 0.33% No change 13,044 $1.9M
Prosperity Planning, Inc. 0.66% Reduce -0.7% 12,952 $1.8M
Flywheel Private Wealth LLC 1.05% Reduce -25.4% 12,918 $1.8M
Wellington-Altus USA Inc. 1.08% Add +32.2% 11,152 $1.8M
Detalus Advisors, LLC 0.42% Add +48.5% 12,851 $1.8M
Berman McAleer LLC 0.25% Add +1.4% 12,807 $1.8M
Westside Investment Management, Inc. 0.28% Reduce -2.0% 12,727 $1.8M
KOM Wealth Management Group, LLC 1.24% Reduce -1.4% 12,723 $1.8M
ZWJ Investment Counsel Inc. 0.07% Reduce -11.6% 12,697 $1.8M
ABLE Financial Group, LLC 0.35% Reduce -7.5% 12,618 $1.8M
Box Hill Private Wealth LLC 1.78% Reduce -0.5% 12,615 $1.8M
Whitcomb & Hess, Inc. 0.42% Reduce -1.4% 12,576 $1.8M
First Interstate Bank 0.10% Reduce -5.2% 12,541 $1.8M
Brooklyn Investment Group 0.06% Add +8.7% 12,473 $1.8M
Parkside Investments, LLC 0.21% Add +0.3% 12,427 $1.8M
Weaver Consulting Group 0.42% Add +5.8% 12,317 $1.8M
My Personal CFO, LLC 0.77% No change 12,287 $1.8M
Gryphon Financial Partners LLC 0.18% Add +0.0% 12,225 $1.7M
Walsh & Associates, LLC 1.70% Add +0.1% 12,054 $1.7M
Mill Creek Capital Advisors, LLC 0.04% No change 12,047 $1.7M
BlueStem Wealth Partners, LLC 0.19% Reduce -8.1% 12,007 $1.7M
Galvin, Gaustad & Stein, LLC 0.14% Add +14.2% 11,878 $1.7M
Pioneer Trust Bank N A 0.41% No change 11,750 $1.7M
Ares Financial Consulting, LLC 1.30% Add +43.9% 11,556 $1.7M
Beacon Financial Advisory LLC 0.37% Add +0.8% 11,633 $1.7M
Elevated Financial Group LLC 0.55% Add +45.1% 11,608 $1.7M
Rosenberg Matthew Hamilton 0.34% Add +0.1% 11,488 $1.6M
D'Orazio & Associates, Inc. 0.21% No change 11,386 $1.6M
Finley Financial, LLC 0.76% No change 11,345 $1.6M
Heirloom Wealth Management 0.29% New 11,340 $1.6M
NorthRock Partners, LLC 0.03% Add +21.5% 11,277 $1.6M
MN Wealth Advisors, LLC 0.78% Add +3.7% 11,219 $1.6M
TBH Global Asset Management, LLC 0.32% New 11,160 $1.6M
DV Trading LLC 0.14% Add +217.7% 11,157 $1.6M
ZEGA Investments, LLC 0.30% Add +63.5% 11,150 $1.6M
Wedbush Securities Inc. 0.05% Add +1.4% 11,098 $1.6M
Crusonia Wealth Advisors LLC 0.33% Add +4.3% 11,099 $1.6M
Cogent Strategic Wealth LLC 1.61% Reduce -0.7% 10,983 $1.6M
MBL Wealth, LLC 0.12% Add +4.6% 10,967 $1.6M
Westmount Partners, LLC 0.38% Add +0.2% 10,935 $1.6M
Aft, Forsyth & Sober, LLC 0.47% No change 10,875 $1.5M
Legacy Advisors, LLC 0.18% No change 10,867 $1.5M
Clarity Asset Management, Inc. 0.78% Add +0.2% 10,828 $1.5M
Coldstream Capital Management Inc. 0.02% Reduce -39.8% 10,827 $1.5M
Palisade Capital Management, LP 0.05% Add +53.1% 10,720 $1.5M
Marino, Stram & Associates LLC 0.27% No change 10,623 $1.5M
Tanglewood Legacy Advisors, LLC 0.55% Add +2.0% 10,608 $1.5M
Pinnacle Family Advisors, LLC 0.71% Reduce -3.9% 10,599 $1.5M
JDH Wealth Management, LLC 1.02% Reduce -0.0% 10,598 $1.5M
Caliber Wealth Management, LLC / KS 0.17% Reduce -8.8% 10,587 $1.5M
Clayton Financial Group LLC 0.77% Add +0.2% 10,529 $1.5M
NorthCoast Asset Management LLC 0.03% Add +3.5% 10,506 $1.5M
Klingman & Associates, LLC 0.07% Reduce -0.3% 10,480 $1.5M
Ashton Thomas Securities, LLC 0.19% New 10,475 $1.5M
Somerset Trust Co 0.45% Add +10.7% 10,391 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -2.8% 10,301 $1.5M
Visionary Wealth Advisors 0.06% Reduce -3.0% 10,228 $1.5M
Sovereign Financial Group, Inc. 0.25% Add +0.1% 10,212 $1.5M
Accelerate Investment Advisors LLC 0.96% Reduce -3.3% 10,116 $1.4M
Index Fund Advisors, Inc. 0.06% Add +0.0% 10,110 $1.4M
Smartleaf Asset Management LLC 0.05% Reduce -1.1% 10,398 $1.4M
Wealth Alliance, LLC 0.14% Add +28.6% 10,082 $1.4M
D.A. Davidson & Co. 0.01% Reduce -11.4% 10,041 $1.4M
Level Four Advisory Services, LLC 0.05% Reduce -3.8% 10,026 $1.4M
Private Management Group Inc. 0.04% No change 10,000 $1.4M
Signature Wealth Management Partners, LLC 0.71% Add +2.4% 9,979 $1.4M
Chicago Capital, LLC 0.04% Reduce -0.1% 9,960 $1.4M
Cary Street Partners Financial LLC 0.03% Add +0.4% 9,886 $1.4M
Magnolia Private Wealth, LLC 0.94% Reduce -6.8% 9,870 $1.4M
FourThought Financial Partners, LLC 0.12% No change 9,819 $1.4M
Advisortrust Partners, LLC 0.58% Add +31.3% 9,807 $1.4M
Cahill Financial Advisors Inc. 0.15% Reduce -0.8% 9,804 $1.4M
Madison Wealth Partners, Inc 0.22% Add +0.2% 9,768 $1.4M
Convergence Financial, LLC 0.15% Reduce -42.9% 9,746 $1.4M
Evernest Financial Advisors, LLC 0.29% No change 8,872 $1.4M
Silver Oak Securities, Incorporated 0.10% Add +0.1% 9,739 $1.4M
Pinnacle Wealth Management Group, Inc. 0.68% Add +21.3% 9,736 $1.4M
Commerce Bank 0.01% Add +79.2% 9,732 $1.4M
Penobscot Wealth Management 0.41% Reduce -0.1% 9,693 $1.4M
Sugar Maple Asset Management, LLC 0.84% Add +0.0% 9,672 $1.4M
Seaside Wealth Management, Inc. 0.39% No change 9,610 $1.4M
Patten Group, Inc. 0.24% Reduce -5.5% 9,602 $1.4M
Wolff Wiese Magana LLC 0.75% No change 9,553 $1.4M
Krilogy Financial LLC 0.04% Reduce -2.6% 8,849 $1.4M
Meridian Wealth Partners, LLC 0.19% Reduce -0.3% 9,531 $1.4M
Horst & Graben Wealth Management LLC 0.19% Add +5.6% 8,639 $1.4M
Almanack Investment Partners, LLC. 0.23% Add +3.9% 9,406 $1.3M
NorthCrest Asset Manangement, LLC 0.04% New 9,270 $1.3M
Fielder Capital Group LLC 0.29% No change 9,302 $1.3M
Curated Wealth Partners LLC 0.17% No change 9,301 $1.3M
Colter Lewis Investment Partners LLC 1.24% Reduce -27.4% 9,284 $1.3M
Pathway Financial Advisors LLC 0.16% No change 9,200 $1.3M
Gibson Capital, LLC 0.24% Add +0.3% 9,198 $1.3M
Northstar Financial Companies, Inc. 1.04% No change 9,192 $1.3M
Eagle Bluffs Wealth Management LLC 0.51% Reduce -7.8% 9,191 $1.3M
Earned Wealth Advisors, LLC 0.09% Reduce -2.1% 9,170 $1.3M
Clifford Swan Investment Counsel LLC 0.04% No change 9,151 $1.3M
Institute for Wealth Management, LLC. 0.14% Reduce -1.3% 9,147 $1.3M
Focus Financial Network, Inc. 0.05% Reduce -6.0% 9,147 $1.3M
Baring Financial LLC 0.80% Add +0.9% 9,139 $1.3M
AMG National Trust Bank 0.03% Add +205.3% 9,125 $1.3M
Oakworth Capital, Inc. 0.07% No change 9,066 $1.3M
Capital Investment Advisors, LLC 0.02% Reduce -4.8% 9,027 $1.3M
Mather Group, Llc. 0.01% Add +3.2% 9,014 $1.3M
Mosaic Family Wealth Partners, LLC 0.13% No change 8,952 $1.3M
Ascent Group, LLC 0.04% Add +25.0% 8,937 $1.3M
Wescott Financial Advisory Group, LLC 0.11% Reduce -5.1% 8,923 $1.3M
Mayport, LLC 0.23% No change 8,827 $1.3M
Sprinkle Financial Consultants LLC 0.58% Add +0.2% 8,784 $1.3M
Money Concepts Capital Corp. 0.07% Reduce -0.1% 8,762 $1.2M
Advyzon Investment Management, LLC 0.11% Add +115.8% 8,753 $1.2M
LexAurum Advisors, LLC 0.16% — 8,734 $1.2M
Symphony Financial, Ltd. Co. 0.16% Add +17.1% 8,846 $1.2M
Base Wealth Management LLC 0.69% Reduce -0.8% 8,687 $1.2M
RHS Financial, LLC 0.58% Reduce -17.1% 8,639 $1.2M
Corrado Advisors, LLC 0.64% Add +1.2% 8,612 $1.2M
Bawa N Mallick Trust 0.50% Reduce -26.4% 8,600 $1.2M
Invesco Ltd. 0.00% Add +285.6% 8,463 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.24% Add +1.4% 8,439 $1.2M
Human Investing LLC 0.17% Reduce -0.3% 8,408 $1.2M
Howe & Rusling Inc. 0.08% Add +27.7% 8,366 $1.2M
North Star Asset Management Inc. 0.05% No change 8,365 $1.2M
Helium Advisors LLC 1.14% Reduce -0.3% 8,338 $1.2M
Global View Capital Management LLC 0.32% Reduce -8.6% 8,333 $1.2M
Pacific Capital Wealth Advisors, Inc. 0.20% No change 8,311 $1.2M
Professional Financial Advisors, LLC 0.24% Reduce -28.3% 8,276 $1.2M
Solstein Capital, LLC 0.48% Reduce -0.0% 8,239 $1.2M
Southeast Asset Advisors, LLC 0.13% Reduce -0.7% 8,235 $1.2M
Atwood & Palmer Inc. 0.07% Add +0.1% 8,137 $1.2M
Meridian Management Co. 0.29% No change 8,100 $1.2M
Rodgers & Associates, LTD 0.12% Reduce -1.9% 8,096 $1.2M
Advisors Capital Management, LLC 0.01% Reduce -41.0% 8,090 $1.2M
SVB Wealth LLC 0.08% Reduce -74.7% 8,033 $1.1M
Orgel Wealth Management, LLC 0.02% Add +13.6% 8,027 $1.1M
First Trust Advisors LP 0.00% Add +37.3% 8,014 $1.1M
Sylvest Advisors, LLC 0.60% Reduce -1.3% 7,921 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Reduce -6.7% 7,896 $1.1M
Winter & Associates, Inc. 0.98% Reduce -4.3% 7,759 $1.1M
Fidelis Capital Partners, LLC 0.08% Reduce -15.7% 7,856 $1.1M
L.K. Benson & Company, P.C. 0.37% No change 7,846 $1.1M
Quantify Chaos Advisors, LLC 3.48% Add +8.0% 7,833 $1.1M
Stonekeep Investments, LLC 0.72% Add +10.2% 7,820 $1.1M
Avalon Trust Co 0.08% New 7,807 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +7.3% 7,806 $1.1M
Milestone Asset Management, LLC 0.20% Reduce -2.8% 7,793 $1.1M
Manning & Napier Advisors LLC 0.02% Add +143.3% 8,024 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +21.0% 7,739 $1.1M
Journey Strategic Wealth LLC 0.03% Reduce -0.5% 7,706 $1.1M
NWK Group, Inc. 0.42% No change 7,704 $1.1M
Genesis Private Wealth, LLC 0.34% Add +10.8% 7,669 $1.1M
Baker Avenue Asset Management, LP 0.02% Reduce -0.0% 7,602 $1.1M
KLCM Advisors, Inc. 0.09% Reduce -3.4% 7,568 $1.1M
Robinhood Asset Management, LLC 0.08% Add +30.8% 7,565 $1.1M
Cypress Wealth Services, LLC 0.15% Reduce -10.5% 7,556 $1.1M
Sfmg, LLC 0.07% Add +0.5% 7,539 $1.1M
Patten & Patten Inc. 0.06% No change 7,500 $1.1M
Meridian Wealth Management, LLC 0.04% Add +0.4% 7,497 $1.1M
Ervin Investment Management, LLC 0.62% New 7,483 $1.1M
Keystone Wealth Services, LLC 0.23% Add +0.0% 7,431 $1.1M
TSA Wealth Managment LLC 0.34% Add +10.9% 7,429 $1.1M
Legacy Solutions, LLC 0.98% Add +25.8% 7,425 $1.1M
Boston Trust Walden Corp 0.01% Add +10.5% 7,368 $1.0M
Verdence Capital Advisors LLC 0.06% Add +16.0% 7,323 $1.0M
Financial Consulate, Inc. 0.13% No change 7,293 $1.0M
Russell Investments Group, Ltd. 0.00% Add +7.1% 7,289 $1.0M
WealthShield Partners, LLC 0.12% Reduce -0.2% 7,264 $1.0M
Grange Capital, LLC 1.02% Reduce -7.9% 7,217 $1.0M
Windsor Capital Management, LLC 0.31% Reduce -0.6% 7,189 $1.0M
Bison Wealth, LLC 0.10% No change 6,256 $1.0M
Brandywine Oak Private Wealth LLC 0.08% Add +12.2% 7,091 $1.0M
MLG Wealth Management DBA Pine Grove Financial Group 0.12% Add +124.4% 7,089 $1.0M
Foundry Financial LLC 0.43% Add +18.7% 7,075 $1.0M
First American Trust, FSB 0.07% No change 7,041 $1.0M
EPG Wealth Management LLC 0.27% Add +0.5% 7,034 $1.0M
IFG Advisors, LLC 0.16% Add +16.2% 7,024 $1.0M
Cooper/Haims Advisors, LLC 0.47% Add +6.9% 7,006 $998K
One Capital Management, LLC 0.03% Reduce -0.6% 6,994 $996K
Capital City Trust Co. 0.23% No change 6,992 $996K
55 North Private Wealth, LLC 0.25% Reduce -5.5% 6,986 $995K
Elevation Wealth Management LLC 0.91% Reduce -5.0% 6,970 $993K
Albion Financial Group 0.06% No change 6,885 $981K
Downshift Financial, LLC 0.51% Add +0.6% 6,296 $978K
San Luis Wealth Advisors LLC 0.16% Add +1.8% 6,842 $974K
Ibex Wealth Advisors 0.09% New 6,717 $957K
HCR Wealth Advisors 0.10% No change 6,716 $957K
Rolek Wealth Management LLC 0.68% Reduce -1.5% 6,694 $953K
Brio Consultants, LLC 0.12% Reduce -8.2% 5,969 $946K
WealthPlan Investment Management, LLC 0.05% Add +15.4% 6,633 $945K
Soundwatch Capital LLC 0.12% No change 6,604 $941K
Aspiring Ventures, LLC 0.32% Reduce -0.8% 6,586 $938K
Spire Wealth Management 0.03% Add +5.0% 6,541 $932K
Chesley Taft & Associates LLC 0.04% Reduce -3.3% 6,540 $931K
GHP Investment Advisors, Inc. 0.04% Reduce -1.5% 6,517 $928K
Advisor OS, LLC 0.07% Add +115.9% 6,478 $923K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Add +0.2% 6,449 $919K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.4% 5,835 $917K
Bond & Devick Financial Network, Inc. 0.26% Reduce -1.0% 6,431 $916K
KERR FINANCIAL PLANNING Corp 0.65% Add +17.7% 5,893 $916K
Keener Financial Planning LLC 0.38% Add +10.0% 6,418 $914K
Fiduciary Advisors, Inc. 0.69% Reduce -1.4% 6,417 $914K
Calamos Wealth Management LLC 0.03% Add +60.4% 6,412 $913K
Calamos Advisors LLC 0.00% New 6,412 $913K
Outlook Wealth Advisors, LLC 0.22% Add +3.4% 6,370 $907K
Truefg, LLC 0.24% Add +0.9% 6,363 $906K
5T Wealth, LLC 0.36% Add +2.1% 6,328 $901K
Retirement Investment Advisors, Inc. 0.07% No change 6,036 $897K
Annis Gardner Whiting Capital Advisors, LLC 0.14% No change 6,293 $896K
Coordinated Financial Services, Inc. 0.52% Reduce -39.3% 6,258 $891K
Evanson Asset Management, LLC 0.05% No change 6,256 $891K
SHP Wealth Management 0.07% Add +75.3% 6,249 $890K
Balentine LLC 0.04% Reduce -44.9% 6,243 $889K
DGS Capital Management, LLC 0.15% Add +198.2% 6,217 $885K
Cambient Family Office, LLC 0.12% No change 6,195 $882K
Pacific Park Financial, Inc. 0.57% Reduce -6.1% 6,154 $877K
Charter Oak Capital Management, LLC 0.07% Reduce -1.3% 6,149 $876K
Watershed Private Wealth LLC 0.27% Reduce -1.3% 6,099 $869K
Dana Investment Advisors, Inc. 0.03% No change 6,098 $869K
Retiremitten Financial LLC 0.42% — 6,091 $868K
Zacks Investment Management 0.01% Reduce -0.0% 6,086 $867K
ATLas Financial Planning LLC 0.77% Reduce -2.1% 6,050 $862K
Daymark Wealth Partners, LLC 0.03% Reduce -28.3% 6,027 $858K
Adkins Seale Capital Management LLC 0.84% No change 6,000 $855K
Parsons Capital Management Inc. 0.04% Add +213.8% 6,000 $855K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,894 $851K
Hancock Whitney Corp. 0.01% Reduce -3.9% 5,645 $849K
Wilkins Miller Wealth Management, LLC 0.51% Reduce -1.6% 5,930 $845K
SageView Advisory Group, LLC 0.03% Reduce -50.7% 5,901 $841K
Gemmer Asset Management LLC 0.07% Add +0.8% 5,882 $838K
Larson Financial Group LLC 0.03% Reduce -3.2% 5,846 $833K
TD Waterhouse Canada Inc. 0.00% Add +2.6% 5,773 $828K
WJ Wealth Management, LLC 0.39% Reduce -0.6% 5,807 $827K
EJMK Ventures LLC 0.46% Add +4.3% 5,807 $827K
Beckerman Institutional, LLC 0.44% No change 5,798 $826K
Bluestem Financial Advisors, LLC 0.32% New 5,769 $822K
Roundview Capital LLC 0.05% Add +42.1% 5,762 $821K
Regal Investment Advisors LLC 0.05% Reduce -2.0% 5,754 $820K
Arista Wealth Management, LLC 0.10% No change 5,744 $818K
Cypress Capital Group 0.09% No change 5,729 $816K
Cadence Wealth Management LLC 0.34% Add +3.8% 5,722 $815K
Sound Stewardship, LLC 0.37% Reduce -5.9% 5,715 $814K
VeraBank, N.A. 0.15% No change 5,704 $812K
BCS Wealth Management 0.17% Reduce -50.0% 5,695 $811K
True North Advisors, LLC 0.09% Add +0.2% 5,685 $810K
Client 1ST Advisory Group, LLC 0.25% No change 5,680 $809K
Biltmore Family Office, LLC 0.11% No change 5,673 $808K
McClarren Financial Advisors, Inc. 0.48% Add +848.2% 5,642 $804K
MSH Capital Advisors LLC 0.17% Add +31.9% 5,641 $803K
Geometric Wealth Advisors 0.10% Add +15.9% 5,641 $803K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +4.0% 5,636 $803K
Traphagen Investment Advisors LLC 0.06% Add +15.6% 5,625 $801K
Kavar Capital Partners Group, LLC 0.10% No change 5,597 $797K
Chapin Davis, Inc. 0.18% Add +1.0% 5,595 $797K
Thrive Wealth Management, LLC 0.12% Add +8.0% 5,575 $794K
Nabity-Jensen Investment Management Inc 0.55% Reduce -3.2% 5,566 $793K
Davis R M Inc. 0.01% Reduce -4.6% 5,560 $792K
CGN Advisors LLC 0.06% Add +2.7% 5,550 $790K
Quarry Hill Advisors, LLC 0.32% No change 5,041 $784K
Deutsche Bank AG 0.00% No change 5,500 $783K
Inman Jager Wealth Management, LLC 0.46% No change 5,481 $781K
Ofc Financial Planning, LLC 0.77% Add +6.5% 5,479 $780K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +124.1% 5,474 $780K
Wesbanco Bank Inc. 0.02% Add +9.5% 5,463 $778K
Optivise Advisory Services LLC 0.47% Reduce -1.9% 5,451 $776K
Harbor Investment Advisory, LLC 0.06% Reduce -13.2% 5,428 $773K
Tidal Investments LLC 0.00% Add +36.5% 5,406 $770K
Capital Advisors Inc. 0.01% Reduce -0.6% 5,383 $767K
Whittier Trust Co. 0.01% No change 5,295 $764K
Cooke Wealth Management, LLC 0.68% Reduce -13.6% 5,358 $763K
Successful Portfolios LLC 0.42% Add +0.7% 5,351 $761K
Birchcreek Wealth Management, LLC 0.36% Add +50.4% 5,305 $756K
Falcon Wealth Planning 0.05% Add +7.3% 5,302 $755K
Precision Wealth Strategies, LLC 0.25% No change 5,297 $754K
Adams Wealth Management 0.16% Reduce -19.3% 5,248 $747K
CacheTech Inc. 0.14% Reduce -19.3% 5,248 $747K
Penney Financial, LLC 0.29% Add +50.7% 5,246 $747K
Northeast Investment Management 0.03% No change 5,217 $743K
Florida Trust Wealth Management Co 0.02% Add +5.3% 5,191 $739K
Tompkins Financial Corp. 0.06% Reduce -0.4% 5,160 $735K
XML Financial, LLC 0.06% Add +5.6% 5,118 $729K
Rothschild Wealth LLC 0.07% Add +19.3% 5,099 $726K
Poinciana Advisors Group, LLC 0.57% Reduce -0.8% 5,082 $724K
Keb Asset Management, LLC 0.14% Reduce -3.3% 5,079 $723K
Plante Moran Financial Advisors, LLC 0.05% Reduce -24.1% 5,058 $720K
KPP Advisory Services LLC 0.10% Reduce -13.9% 5,043 $718K
Pettinga Financial Advisors LLC 0.13% Add +7.2% 5,032 $717K
Sharp Wealth Advisory, LLC 0.35% Reduce -14.8% 5,025 $716K
Raffa Wealth Management, LLC 0.11% Reduce -1.3% 5,025 $716K
GC Wealth Management RIA, LLC 0.03% Reduce -19.5% 5,019 $715K
Petros Family Wealth, LLC 0.51% Reduce -39.6% 5,017 $715K
1834 Investment Advisors Co. 0.09% No change 4,995 $711K
Waldron Private Wealth LLC 0.03% Add +11.5% 4,962 $707K
Atlantic Union Bankshares Corp 0.01% Reduce -9.2% 4,951 $705K
Nemes Rush Group LLC 0.07% Reduce -60.4% 4,932 $703K
WealthBridge Capital Management, LLC 0.16% Reduce -0.3% 4,907 $699K
Madden Advisory Services, Inc. 0.27% Reduce -1.3% 4,886 $696K
Align Financial, LLC 0.40% Reduce -99.3% 4,880 $695K
River Street Advisors LLC 0.23% Add +13.6% 4,864 $693K
Cambridge Financial Group, LLC 0.23% Add +48.3% 4,850 $691K
Brookwood Investment Group LLC 0.09% Add +1.3% 4,847 $690K
TritonPoint Partners, LLC 0.25% Add +68.2% 4,840 $689K
Cadent Capital Advisors, LLC 0.18% No change 4,839 $689K
Ausdal Financial Partners, Inc. 0.03% Add +3.4% 4,836 $689K
American National Bank & Trust 0.07% Add +14.6% 4,812 $685K
FSM Wealth Advisors, LLC 0.09% Add +0.0% 4,802 $684K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -4.6% 4,744 $676K
JFS Wealth Advisors, LLC 0.04% Reduce -0.7% 4,733 $674K
DAVENPORT & Co LLC 0.00% Add +86.9% 4,722 $673K
Tarbox Family Office, Inc. 0.11% No change 4,713 $671K
Exit Wealth Advisors, LLC. 0.35% Add +1.1% 4,712 $671K
ForthRight Wealth Management, LLC 0.19% Add +0.0% 4,708 $670K
First Manhattan Co. Llc. 0.00% Reduce -3.0% 4,704 $670K
Blue Bell Private Wealth Management, LLC 0.10% Add +1.6% 4,666 $665K
Awm Capital, LLC 0.06% Add +0.2% 4,650 $662K
Hilltop Partners LLC 0.17% No change 4,627 $659K
Financial Alternatives, Inc 0.35% No change 4,610 $657K
CFO4Life Group, LLC 0.10% No change 4,600 $655K
APS Management Group, Inc. 0.56% No change 4,578 $652K
Aire Advisors, LLC 0.12% New 4,564 $650K
West Bancorporation Inc. 0.32% Reduce -1.0% 4,513 $643K
Financial Strategies Group, Inc. 0.11% Reduce -4.2% 4,089 $640K
Resurgent Financial Advisors LLC 0.23% Add +0.1% 4,493 $640K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -5.1% 4,452 $634K
Power Wealth Management LLC 0.24% Add +4.1% 4,435 $632K
German American Bancorp, Inc. 0.05% No change 4,420 $630K
Next Level Private LLC 0.14% Add +0.2% 4,411 $628K
Allspring Global Investments Holdings, LLC 0.00% No change 4,377 $627K
Salem Investment Counselors Inc. 0.02% No change 4,380 $624K
Panoramic Investment Advisors, LLC 0.34% Add +0.3% 4,373 $623K
Wetzel Investment Advisors, Inc. 0.25% Reduce -3.9% 4,366 $622K
Zullo Investment Group, Inc. 0.24% Add +0.5% 4,364 $622K
TrustWell Financial Advisors, LLC 0.58% Add +0.1% 4,363 $621K
American Trust 0.05% Reduce -11.4% 4,332 $617K
Marble Wealth, LLC 0.11% Add +0.2% 4,332 $617K
C M Bidwell & Associates Ltd. 0.29% No change 4,318 $615K
IMA Advisory Services, Inc. 0.06% No change 4,317 $615K
GAMMA Investing LLC 0.03% Add +0.2% 4,258 $606K
Edgestream Partners, L.P. 0.02% Reduce -43.0% 4,233 $603K
Elevation Wealth Partners, LLC 0.22% Reduce -1.6% 4,225 $602K
Bantamac Capital, LLC 0.44% No change 4,214 $600K
Integras Partners LLC 0.39% Add +1.3% 4,209 $599K
ARS Wealth Advisors Group, LLC 0.05% No change 4,180 $595K
QRG Capital Management, Inc. 0.01% Reduce -31.6% 4,180 $595K
Eaton-Cambridge Inc. 0.19% Reduce -0.0% 4,167 $594K
VERITY Wealth Advisors 0.40% No change 4,165 $593K
TCI Wealth Advisors, Inc. 0.03% New 4,159 $592K
Sharkey, Howes & Javer 0.08% Reduce -10.9% 4,148 $591K
Asset Allocation & Management Company, LLC 0.22% No change 4,143 $590K
GEN Financial Management, INC. 0.36% No change 4,137 $589K
Rossmore Private Capital 0.05% No change 4,125 $588K
Fisher Asset Management 0.00% Add +46.6% 4,124 $588K
Root Financial Partners, LLC 0.03% Add +102.2% 4,123 $587K
IFC Advisors LLC 0.08% Reduce -15.5% 4,122 $587K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Add +4.7% 4,110 $585K
Sovran Advisors, LLC 0.05% Reduce -3.7% 3,715 $584K
Peapack Gladstone Financial Corp. 0.01% No change 4,103 $584K
Leading Edge Financial Planning LLC 0.12% New 4,060 $578K
Golden State Wealth Management, LLC 0.06% Reduce -16.1% 4,055 $578K
Laurel Wealth Advisors LLC 0.06% No change 3,580 $577K
Fiduciary Financial Advisors 0.51% — 4,046 $576K
Gilliland Jeter Wealth Management LLC 0.17% New 4,044 $576K
Stonebridge Financial Group, LLC 0.05% No change 4,038 $575K
Cornerstone Planning, LLC 0.13% Reduce -4.5% 4,008 $571K
Faithward Advisors, LLC 0.08% Add +1.3% 4,004 $570K
Cornerstone Financial Management LLC 0.52% No change 4,000 $570K
Strategic Financial Services, Inc. 0.03% New 3,988 $568K
Hibernia Wealth Partners, LLC 0.17% Reduce -2.7% 3,976 $566K
Pioneer Wealth Management Group 0.16% No change 3,975 $566K
Lifestyle Asset Management, Inc. 0.18% New 3,933 $560K
PW Nova Financial Services LLC 0.15% Reduce -19.4% 3,933 $560K
Eq LLC 0.16% Add +3.8% 3,932 $560K
William Howard & Co Financial Advisors Inc 0.48% Add +0.4% 3,930 $560K
CX Institutional 0.02% Reduce -12.6% 3,919 $558K
Carl P. Sherr & Co., LLC 0.26% No change 3,911 $557K
Harbor Group, Inc. 0.08% Add +3.8% 3,909 $557K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +8.2% 3,908 $557K
Kickstand Ventures, Llc. 0.12% Add +4.0% 3,894 $555K
Obsidian Cio, LLC 0.50% Add +36.6% 3,878 $552K
Frisch Financial Group, Inc. 0.12% Add +56.2% 3,873 $552K
Stone Summit Wealth LLC 0.15% No change 3,870 $551K
Kiley Juergens Wealth Management, LLC 0.10% New 3,866 $551K
Tradewinds Capital Management, LLC 0.11% No change 3,847 $548K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.9% 3,845 $548K
Milestone Asset Management Group, LLC 0.32% Reduce -2.7% 3,844 $548K
Norden Group LLC 0.05% Reduce -5.0% 3,840 $547K
Genesis Wealth Advisors, LLC 0.36% No change 3,839 $547K
Farnam Financial LLC 0.45% Add +27.9% 3,823 $545K
Arta Finance Wealth Management LLC 0.27% Add +38.0% 3,819 $544K
Bessemer Group Inc. 0.00% Reduce -86.5% 3,806 $542K
McNaughton Wealth Management, LLC 0.22% Add +5.3% 3,801 $541K
Two Sigma Investments, LP 0.00% No change 3,800 $541K
Lawood & Co. 0.50% Add +38.7% 3,795 $541K
UNIVEST FINANCIAL Corp 0.03% Reduce -13.6% 3,790 $540K
Arlington Trust Co LLC 0.05% No change 3,776 $538K
Cordant, Inc. 0.22% Reduce -0.4% 3,775 $538K
Cullen Investment Group, LTD. 0.07% Reduce -1.1% 3,773 $537K
Solidarity Wealth, LLC 0.10% No change 3,747 $534K
Klingenstein Fields & Co. LP 0.02% Reduce -12.6% 3,747 $534K
Comprehensive Financial Planning, Inc. 0.37% Add +0.2% 3,744 $533K
Strategies Wealth Advisors, LLC 0.05% Reduce -3.2% 3,744 $533K
Benjamin Edwards Inc. 0.01% Reduce -1.9% 3,738 $532K
Strait & Sound Wealth Management LLC 0.20% Reduce -14.5% 3,727 $531K
Brown Brothers Harriman & Co. 0.00% No change 3,712 $529K
Liberty Wealth Management LLC 0.07% Add +115.7% 3,701 $527K
Culbertson A N & Co. Inc. 0.07% No change 3,695 $526K
NTV Asset Management LLC 0.06% No change 3,694 $526K
Trinity Financial Advisors LLC 0.15% Add +0.2% 3,682 $524K
Ayrshire Capital Management LLC 0.27% Add +12.8% 3,681 $524K
KKM Financial LLC 0.09% No change 3,510 $522K
North Ridge Wealth Advisors, Inc. 0.29% No change 3,638 $518K
Avid Wealth Partners LLC 0.24% New 3,630 $517K
Capital Investment Advisory Services, LLC 0.04% Reduce -0.1% 3,625 $516K
JMG Financial Group, Ltd. 0.01% Add +51.9% 3,608 $514K
National Bank of Canada 0.00% Reduce -97.4% 3,576 $514K
Piedmont Capital Management, LLC 0.34% No change 3,591 $511K
LPWM LLC 0.13% Add +0.1% 3,589 $511K
Denver Wealth Management, Inc. 0.18% Reduce -6.3% 3,586 $511K
CoreCap Advisors, LLC 0.02% Add +0.3% 3,579 $510K
Colonial Trust Co / SC 0.07% Add +3.8% 3,556 $506K
Fragasso Financial Advisors Inc 0.03% Reduce -4.9% 3,501 $505K
Financial Freedom, LLC 0.25% No change 3,523 $502K
Pinnacle Associates Ltd. 0.01% Reduce -0.4% 3,513 $500K
Main Street Financial Solutions, LLC 0.04% Add +0.3% 3,502 $499K
YANKCOM Partnership 0.20% No change 3,500 $499K
Latitude Advisors, LLC 0.23% Add +3.6% 3,497 $498K
Crewe Advisors LLC 0.04% Add +0.2% 3,480 $496K
Cullen/Frost Bankers, Inc. 0.01% No change 3,471 $494K
Busey Bank 0.01% No change 3,469 $494K
Onyx Bridge Wealth Group LLC 0.05% Add +0.3% 3,468 $494K
Wealthcare Capital Partners, LLC 0.23% Add +28.8% 3,435 $489K
Wealth Alliance Advisory Group, LLC 0.08% No change 3,425 $488K
Mission Creek Capital Partners, Inc. 0.10% No change 3,416 $487K
W.H. Cornerstone Investments Inc. 0.30% Reduce -1.8% 3,409 $486K
Echo45 Advisors LLC 0.27% Reduce -0.6% 3,409 $486K
PGIM Custom Harvest LLC 0.01% Add +54.6% 3,404 $485K
Lodestar Private Asset Management LLC 0.05% Reduce -0.4% 3,395 $484K
MKD Wealth Coaches, LLC 0.48% No change 3,394 $483K
Salomon & Ludwin, LLC 0.04% No change 3,351 $481K
AF Advisors, Inc. 0.27% No change 3,379 $481K
Sunpointe, LLC 0.16% Add +0.2% 3,359 $478K
Integrity Advisory Solutions, LLC 0.06% Reduce -30.9% 3,358 $478K
Johnson Financial Group, Inc. 0.02% Reduce -17.9% 3,357 $478K
Principle Wealth Partners LLC 0.03% Add +0.1% 3,336 $475K
Verus Capital Partners, LLC 0.03% Add +3.1% 3,333 $475K
TRB Wealth Management, LLC 0.07% — 3,319 $473K
Level Financial Advisors 0.12% Add +0.0% 3,316 $472K
Basso Capital Management, L.P. 0.29% No change 3,312 $472K
Guidance Capital, Inc. 0.11% New 2,956 $469K
National Wealth Management Group, LLC 0.17% Add +1.1% 3,286 $468K
Opes Wealth Management LLC 0.08% Reduce -16.3% 3,281 $467K
Vicus Capital 0.03% Reduce -26.9% 3,277 $467K
Inscription Capital, LLC 0.05% Add +6.3% 3,249 $463K
Rik Saylor Financial, Inc. 0.35% Add +0.1% 3,233 $461K
Rockwood Wealth Management, LLC 0.03% Reduce -0.3% 3,231 $460K
Norris Perne & French LLP 0.02% Reduce -1.7% 3,224 $459K
Hopwood Nicholas Hunter 0.15% Add +47.3% 3,207 $457K
Atria Investments, Inc 0.01% Add +10.6% 3,197 $455K
Diversified Trust Co. 0.01% No change 3,193 $455K
Townsend Financial Planning, LLC 0.44% Add +0.2% 3,177 $453K
Bauman Advisory Group, LLC 0.32% Reduce -1.8% 3,176 $452K
Forum Financial Management, LP 0.01% Add +7.0% 3,156 $449K
ONE Advisory Partners, LLC 0.14% Add +54.7% 3,153 $449K
Powerhouse Assets LLC 0.38% No change 3,103 $442K
Avion Wealth 0.09% No change 3,107 $442K
Headlands Technologies LLC 0.05% New 3,102 $442K
Childress Capital Advisors, LLC 0.08% No change 3,100 $442K
Victory Financial Group, LLC 0.05% Add +1.7% 3,064 $436K
Simplicity Wealth,LLC 0.02% Add +106.3% 3,056 $435K
Wellspring Financial Advisors, LLC 0.03% Add +0.2% 3,051 $435K
Pursue Wealth Partners LLC 0.26% No change 3,045 $434K
Warren Street Wealth Advisors, LLC 0.11% No change 3,043 $433K
Marietta Wealth Management, LLC 0.05% Reduce -15.8% 3,026 $431K
Evergreen Capital Management LLC 0.01% Add +1.3% 3,018 $430K
Radnor Capital Management, LLC 0.06% No change 3,011 $429K
Williams Jones Wealth Management, LLC. 0.01% Reduce -17.4% 2,975 $424K
Ewa, LLC 0.10% Add +16.0% 2,968 $423K
Haverford Trust Co 0.00% No change 2,962 $422K
Live Oak Private Wealth LLC 0.06% Add +0.2% 2,955 $421K
Silverlake Wealth Management LLC 0.09% Add +12.9% 2,954 $421K
Retirement Capital Strategies 0.16% No change 2,954 $421K
PUREfi Wealth, LLC 0.28% New 2,951 $420K
Sei Investments Co. 0.00% Add +3.5% 2,949 $420K
Cozad Asset Management Inc. 0.03% No change 2,944 $419K
Financial Symmetry Inc 0.15% No change 2,666 $419K
Integrated Wealth Management 0.48% Reduce -20.5% 2,925 $417K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Reduce -13.9% 2,913 $415K
Dunhill Financial, LLC 0.10% Reduce -1.4% 2,911 $415K
Turn8 Private Wealth Inc. 0.26% Add +31.6% 2,904 $414K
Great Waters Wealth Management 0.04% Add +1.6% 2,900 $413K
Carbahal Olsen Financial Services Group, LLC 0.33% Add +1.7% 2,892 $412K
Trust Co. of Toledo NA 0.04% No change 2,881 $410K
McGuire Investment Group, LLC 0.05% Add +12.3% 2,879 $410K
W Advisors, LLC 0.21% Reduce -52.9% 2,876 $410K
Seldon Capital LP 0.15% No change 2,876 $410K
Vista Capital Partners, Inc. 0.04% Reduce -28.2% 2,875 $409K
Carnegie Investment Counsel 0.01% No change 2,851 $406K
Miller Capital Partners, Inc. 0.20% Add +0.1% 2,849 $406K
OLIO Financial Planning 0.11% Reduce -12.1% 2,847 $405K
International Assets Investment Management, LLC 0.03% Add +4.8% 2,824 $405K
Heartwood Wealth Advisors LLC 0.03% Add +1.7% 2,809 $400K
Alaethes Wealth, LLC 0.12% No change 2,805 $400K
Ascentis Independent Advisors 0.03% New 2,774 $395K
Triad Wealth Partners, LLC 0.03% New 2,773 $395K
Cadinha & Co. LLC 0.07% No change 2,772 $395K
Greenhouse Wealth Management, LLC 0.24% New 2,770 $395K
Capstone Wealth Management, LLC 0.27% Reduce -1.0% 2,767 $394K
Regions Financial Corp. 0.00% Reduce -3.3% 2,761 $393K
Indiana Trust & Investment Management Co 0.12% No change 2,758 $393K
Greatmark Investment Partners, Inc. 0.05% Add +0.2% 2,742 $391K
Centurion Wealth Management LLC 0.09% Reduce -3.4% 2,737 $390K
DecisionMap Wealth Management, LLC 0.25% Add +12.0% 2,736 $390K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.3% 2,727 $388K
PCM Encore, LLC 0.08% Add +15.0% 2,724 $388K
Darden Wealth Group Inc 0.20% Reduce -1.8% 2,722 $388K
Planning Alternatives Ltd. 0.05% Reduce -5.2% 2,700 $385K
Sincerus Advisory, LLC 0.29% Add +0.0% 2,699 $384K
Fulton Breakefield Broenniman LLC 0.03% Add +0.0% 2,694 $384K
Old Mission Investment Co LLC 0.09% Add +8.5% 2,693 $384K
BAM Wealth Management, LLC 0.29% Reduce -39.8% 2,683 $382K
Cauble & Harre Wealth Management, Inc. 0.30% No change 2,360 $380K
Old Second National Bank of Aurora 0.08% Add +13.5% 2,651 $378K
Efficient Advisors, LLC 0.03% Reduce -5.2% 2,650 $377K
Aprio Wealth Management, LLC 0.02% New 2,649 $377K
Sterling Investment Advisors LLC 0.18% Add +2.0% 2,646 $377K
Compton Financial Group, LLC 0.08% No change 2,645 $377K
Schiavi & Co LLC 0.11% Add +58.6% 2,642 $376K
Oath Planning, LLC 0.33% Add +0.8% 2,640 $376K
Barnes Pettey Financial Advisors, LLC 0.16% No change 2,639 $376K
Five Oceans Advisors 0.14% No change 2,623 $374K
Collective Family Office LLC 0.08% New 2,623 $374K
Ritter Daniher Financial Advisory LLC / DE 0.06% Add +2.3% 2,609 $372K
Douglass Winthrop Advisors, LLC 0.01% Reduce -13.0% 2,605 $371K
Qube Research & Technologies Ltd 0.00% Reduce -44.4% 2,605 $371K
Integris Wealth Management, LLC 0.09% No change 2,604 $371K
InTrack Investment Management Inc 0.21% No change 2,600 $370K
Shira Ridge Wealth Management 0.15% Reduce -1.3% 2,598 $370K
Davidson Trust Co. 0.16% New 2,593 $369K
Shepherd Financial Partners LLC 0.04% Add +5.7% 2,590 $369K
Northstar Group, Inc. 0.05% Add +2.7% 2,588 $369K
Team Hewins, LLC 0.11% Reduce -17.5% 2,583 $368K
Accredited Investor Services, LLC 0.24% Add +79.9% 2,571 $366K
Aureus Asset Management, LLC 0.02% No change 2,562 $365K
Old National Bancorp 0.01% Reduce -44.3% 2,557 $364K
Capital Asset Managemnet, LLC 0.41% Add +0.2% 2,540 $362K
Entrust Financial LLC 0.25% Reduce -7.3% 2,538 $361K
MJP Associates Inc. 0.04% Add +13.1% 2,537 $361K
Selective Wealth Management, Inc. 0.11% Add +7.9% 2,316 $360K
Lanark Financial, Inc. 0.03% Add +8.6% 2,529 $360K
Penn Davis McFarland Inc. 0.03% No change 2,500 $356K
Ascent Wealth Partners, LLC 0.04% No change 2,493 $355K
Carter Financial Group, INC. 0.22% Add +0.2% 2,483 $354K
Sound View Wealth Advisors Group, LLC 0.02% Add +2.0% 2,482 $353K
Element Pointe Advisors, LLC 0.07% No change 2,475 $353K
Atticus Wealth Management, LLC 0.10% Add +0.1% 2,475 $352K
Eagle Rock Investment Company, LLC 0.05% No change 2,474 $352K
Cedarwood Wealth LLC 0.36% Reduce -1.2% 2,471 $352K
PFW Advisors LLC 0.11% No change 2,465 $351K
CWA Asset Management Group, LLC 0.01% Add +0.5% 2,463 $351K
Vestmark Advisory Solutions, Inc. 0.00% New 2,462 $351K
49 Wealth Management, LLC 0.03% Reduce -14.4% 2,459 $350K
First Fiduciary Investment Counsel, Inc. 0.07% Add +1.1% 2,447 $349K
HT Partners LLC 0.11% Reduce -0.3% 2,450 $349K
Castle Rock Wealth Management, LLC 0.08% Add +0.2% 2,422 $348K
Hardin Capital Partners, LLC 0.16% Reduce -0.2% 2,431 $346K
Gutierrez Wealth Advisory, LLC 0.21% Add +0.3% 2,424 $345K
Encompass Wealth Advisors, LLC 0.12% Reduce -5.4% 2,416 $344K
Halbert Hargrove Global Advisors, LLC 0.02% No change 2,412 $344K
A4 Wealth Advisors LLC 0.29% New 2,409 $343K
ARS Investment Partners, LLC 0.02% No change 2,409 $343K
Prudent Investors Network, Inc. 0.07% Reduce -0.6% 2,407 $343K
Ruggaard & Associates LLC 0.14% Reduce -29.6% 2,400 $342K
Smithbridge Asset Management Inc. 0.05% Reduce -50.0% 2,400 $342K
Nadler Financial Group, Inc. 0.03% New 2,372 $338K
Principia Wealth Advisory, LLC 0.19% Reduce -2.9% 2,371 $338K
CRA Financial Services, LLC 0.04% Reduce -0.4% 2,367 $337K
Garde Capital, Inc. 0.02% No change 2,365 $337K
Sensible Money, LLC 0.10% Add +0.8% 2,361 $336K
Kintra Wealth, LLC 0.02% New 2,358 $336K
Wealthgarden F.S. LLC 0.23% Add +27.3% 2,354 $335K
Appleton Partners Inc. 0.02% Reduce -9.8% 2,354 $335K
Richards, Merrill & Peterson, Inc. 0.12% No change 2,350 $335K
180 Wealth Advisors, LLC 0.04% Reduce -0.1% 2,345 $334K
Mitchell Sinkler & Starr 0.15% No change 2,345 $334K
Barrett & Company, Inc. 0.11% Reduce -6.2% 2,341 $333K
Occidental Asset Management, LLC 0.04% Add +8.7% 2,321 $331K
Continuum Advisory, LLC 0.03% Reduce -3.7% 2,318 $330K
Tidemark, LLC 0.08% No change 2,300 $328K
Cranbrook Wealth Management, LLC 0.07% Add +3.1% 2,298 $327K
CV Advisors LLC 0.09% Add +0.2% 2,290 $326K
Everstar Asset Management, LLC 0.17% Add +3.0% 2,288 $326K
Crew Capital Management, Ltd 0.22% No change 2,278 $324K
Mengis Capital Management, Inc. 0.06% Reduce -22.1% 2,278 $324K
Tortuga Wealth Management, Inc 0.30% Add +33.7% 2,269 $323K
Donalies Financial Planning, LLC 0.27% New 2,262 $322K
Osborne Partners Capital Management, LLC 0.02% No change 2,258 $322K
WealthSpring Partners, LLC 0.29% Add +0.1% 2,256 $321K
SwitchPoint Financial Planning, LLC 0.22% No change 2,250 $320K
Founders Financial Alliance, LLC 0.06% Add +28.9% 2,250 $320K
Heartland Bank & Trust Co 0.07% New 2,247 $320K
Proffitt & Goodson Inc. 0.05% No change 2,238 $319K
Personal Cfo Solutions, LLC 0.04% New 2,236 $319K
Axis Wealth Partners, LLC 0.17% Add +0.0% 2,234 $318K
Monograph Wealth Advisors, LLC 0.03% No change 2,234 $318K
Curtis Wealth Management LLC 0.30% Add +4.2% 2,233 $318K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +54.6% 2,229 $317K
Burke & Herbert Bank & Trust Co. 0.09% No change 2,220 $316K
Altfest L J & Co. Inc. 0.03% Add +0.2% 2,219 $316K
Headinvest, LLC 0.06% Add +0.6% 2,210 $315K
G&S Capital LLC 0.11% No change 2,207 $314K
Grove Street Fiduciary, LLC 0.14% No change 2,206 $314K
TrustBank 0.12% No change 2,202 $314K
Francis Financial, Inc. 0.06% No change 2,199 $313K
Daybright Advisory Services, Inc. 0.09% Reduce -5.1% 2,197 $313K
Financial Management Network Inc. 0.05% Add +0.3% 2,081 $310K
RKL Wealth Management LLC 0.03% Add +0.1% 2,171 $309K
Ruggiero Investments, Inc. 0.30% Reduce -7.7% 2,166 $309K
Riverview Trust Co 0.38% No change 2,154 $307K
Texas Yale Capital Corp. 0.01% Reduce -0.7% 2,141 $305K
Rialto Wealth Management, LLC 0.07% Add +4.0% 2,140 $305K
Mason Investment Advisory Services, Inc. 0.01% No change 2,138 $304K
Twin Peaks Wealth Advisors, LLC 0.08% New 2,134 $304K
Horizon Wealth Management, LLC 0.04% Reduce -15.5% 2,120 $302K
Garrison Point Advisors, LLC 0.14% No change 2,107 $300K
Founders Financial Securities LLC 0.02% New 2,015 $300K
North Star Investment Management Corp. 0.02% Add +110.2% 2,098 $299K
Cornerstone Wealth Management, LLC 0.01% Add +7.7% 2,086 $297K
Davis Wealth Advisors, LLC 0.25% Reduce -5.4% 2,085 $297K
Jacksonville Wealth Management, LLC 0.20% No change 2,083 $297K
Kanawha Capital Management LLC 0.02% No change 2,081 $296K
SkyOak Wealth, LLC 0.05% No change 2,079 $296K
RCS Financial Planning, LLC 0.15% Reduce -24.2% 2,064 $294K
Linscomb Wealth, Inc. 0.01% Add +4.3% 2,050 $292K
Signet Financial Management, LLC 0.03% No change 2,049 $292K
Passive Capital Management, LLC. 0.09% No change 2,048 $292K
Basecamp Wealth Advisors LLC 0.06% New 2,048 $292K
HUB Investment Partners, LLC 0.01% Reduce -11.0% 2,047 $292K
Confluence Wealth Services, Inc. 0.01% Add +0.8% 2,040 $291K
Myecfo, LLC 0.12% New 2,030 $289K
Greenwood Capital Associates LLC 0.03% No change 2,029 $289K
Xcelsior Advisor Partners LLC 0.11% No change 2,028 $289K
Creative Financial Designs Inc. 0.02% Add +0.8% 2,020 $288K
Tandem Capital Management Corp. 0.14% No change 2,012 $287K
First Commonwealth Financial Corp 0.05% Reduce -21.8% 2,012 $287K
Mattern Capital Management, LLC 0.03% No change 2,010 $286K
Arcadia Wealth Management, Inc. 0.15% Reduce -1.6% 2,008 $286K
Coastal Bridge Advisors, LLC 0.02% Reduce -2.4% 2,005 $286K
Gradient Investments LLC 0.00% Reduce -5.1% 2,003 $285K
Villere St Denis J & Co. LLC 0.03% Reduce -20.0% 2,000 $285K
Commonwealth Financial Services, LLC 0.04% No change 1,989 $283K
WealthTrust Axiom LLC 0.07% Add +2.5% 1,985 $283K
Allen Capital Group, LLC 0.03% Add +5.7% 1,977 $282K
Smith Salley Wealth Management 0.01% No change 1,966 $280K
Strategic Financial Planning, Inc. 0.16% New 975 $280K
Crumly & Associates Inc. 0.06% No change 1,965 $280K
Southern Capital Advisors, LLC 0.13% Add +0.8% 1,961 $279K
Next Level Wealth Planning, LLC 0.14% Add +43.6% 1,954 $278K
Argyle Capital Partners, LLC 0.20% Reduce -3.1% 1,950 $278K
Quotient Wealth Partners, LLC 0.01% Reduce -0.4% 1,946 $277K
FC Advisory LLC 0.08% Reduce -5.8% 1,918 $273K
Key Financial Inc 0.05% No change 1,913 $272K
Westchester Capital Management, Inc. 0.05% No change 1,912 $272K
Exencial Wealth Advisors, LLC 0.01% No change 1,910 $272K
Lantz Financial LLC 0.06% Add +3.2% 1,908 $272K
Carmel Capital Partners, LLC 0.10% New 1,908 $272K
Colton Groome Financial Advisors, LLC 0.08% Reduce -0.4% 1,905 $271K
Paragon Financial Partners, Inc. 0.15% No change 1,783 $271K
Miller Financial Services LLC 0.30% Add +6.5% 1,903 $271K
Goelzer Investment Management, Inc. 0.01% No change 1,898 $270K
Eagle Strategies LLC 0.03% Add +0.8% 1,897 $270K
Investor's Fiduciary Advisor Network, LLC 0.08% No change 1,901 $270K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -5.0% 1,882 $268K
Beacon Capital Management, LLC 0.05% Add +0.2% 1,874 $267K
Nottingham Advisors, Inc. 0.03% Reduce -0.5% 1,871 $266K
Raab & Moskowitz Asset Management LLC 0.06% Reduce -5.7% 1,866 $266K
MidFirst Bank 0.02% Add +157.7% 1,863 $265K
Goldenstone Wealth Management LLC 0.19% Add +0.2% 1,861 $265K
Seeds Investor LLC 0.04% New 1,740 $265K
Scratch Capital LLC 0.15% Reduce -1.2% 1,856 $264K
WJ Financial Advisors LLC 0.21% New 1,847 $263K
Tradewinds, LLC. 0.08% No change 1,665 $263K
Leavell Investment Management, Inc. 0.01% No change 1,842 $262K
Integrated Advisors Network LLC 0.01% Reduce -81.8% 1,841 $262K
WFA of San Diego, LLC 0.21% Reduce -1.3% 1,840 $262K
Vigil Wealth Management, LLC 0.21% Reduce -5.1% 1,838 $262K
Colonial Trust Advisors 0.02% No change 1,825 $260K
Defined Wealth Management, LLC 0.15% No change 1,817 $259K
Ignite Planners, LLC 0.04% Reduce -2.5% 1,813 $258K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +385.7% 1,729 $257K
Mayfair Advisory Group, LLC 0.09% No change 1,800 $256K
Rathbones Group PLC 0.00% No change 1,800 $256K
Planning Directions Inc. 0.13% Reduce -5.4% 1,796 $256K
Cornerstone Wealth Group, LLC 0.02% Reduce -91.1% 1,647 $254K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.1% 1,778 $253K
McDonough Capital Management, Inc 0.14% No change 1,775 $253K
Centennial Bank 0.09% No change 1,773 $253K
EFG International AG 0.01% New 1,765 $251K
Summit Financial Wealth Advisors, LLC 0.04% No change 1,761 $251K
Sowell Financial Services LLC 0.01% Reduce -14.6% 1,757 $250K
Pinnacle Financial Group, LLC / IL 0.07% Add +0.1% 1,755 $250K
Opal Wealth Advisors, LLC 0.06% New 1,754 $250K
Allred Capital Management, LLC 0.09% No change 1,753 $250K
Wealth Quarterback LLC 0.10% New 1,752 $250K
Wealth Management Partners, LLC 0.07% No change 1,752 $250K
Bailard, Inc. 0.01% No change 1,750 $249K
Clear Wave Wealth Management LLC 0.06% — 1,741 $248K
Nova R Wealth, Inc. 0.08% Reduce -0.5% 1,741 $248K
Sound Income Strategies, LLC 0.01% Add +2.9% 1,726 $248K
Wrenne Financial Planning LLC 0.10% Reduce -2.6% 1,738 $248K
McAdam, LLC 0.01% New 1,735 $247K
Nvwm, LLC 0.06% No change 1,735 $247K
Wealth Dimensions Group, Ltd. 0.05% Reduce -0.7% 1,732 $247K
WealthCare Investment Partners, LLC 0.07% Add +21.4% 1,709 $246K
Accel Wealth Management 0.06% No change 1,725 $246K
Glassman Wealth Services 0.03% No change 1,725 $246K
LRI Investments, LLC 0.02% Reduce -18.4% 1,717 $245K
tru Independence LLC 0.12% Add +0.1% 1,717 $245K
Perennial Investment Advisors, LLC 0.02% Reduce -25.4% 1,714 $244K
OneAscent Financial Services LLC 0.01% New 1,712 $244K
McKinley Carter Wealth Services, Inc. 0.01% No change 1,711 $244K
Heritage Investment Group, Inc. 0.04% No change 1,700 $242K
Firethorn Wealth Partners, LLC 0.09% Add +6.1% 1,696 $242K
Northern Capital Management, Inc. 0.12% No change 1,696 $242K
Holos Integrated Wealth LLC 0.12% New 1,671 $241K
BostonPremier Wealth LLC 0.12% Add +0.2% 1,692 $241K
Center for Financial Planning, Inc. 0.03% No change 1,690 $241K
Trust Point Inc. 0.02% Reduce -17.9% 1,680 $239K
Seven Springs Wealth Group, LLC 0.06% Add +0.6% 1,675 $239K
ETF Store, Inc. 0.23% Add +0.2% 1,673 $238K
Retirement Solution LLC 0.06% Add +0.2% 1,672 $238K
4J Wealth Management LLC 0.13% Reduce -12.8% 1,664 $237K
Invst, LLC 0.03% Reduce -84.5% 1,650 $235K
Sittner & Nelson, LLC 0.09% No change 1,645 $234K
Eaton Financial Holdings Company, LLC 0.08% New 1,630 $232K
Clarity Capital Advisors, LLC 0.11% No change 1,630 $232K
Destination Wealth Management 0.01% Add +5.0% 1,628 $232K
Chevy Chase Trust Holdings, LLC 0.00% No change 1,625 $231K
Pinnacle Bancorp, Inc. 0.07% Add +18.5% 1,624 $231K
Yarger Wealth Strategies, LLC 0.09% No change 1,619 $231K
Operose Advisors LLC 0.05% Add +0.2% 1,617 $230K
Legacy Edge Advisors, LLC 0.02% No change 1,616 $230K
Beacon Investment Advisory Services, Inc. 0.01% Add +8.9% 1,613 $230K
TSG Advice Partners, LLC 0.03% Add +0.2% 1,612 $230K
Bell Bank 0.01% New 1,612 $230K
Arthur M. Cohen & Associates, LLC 0.04% No change 1,600 $230K
Diversified Management Inc. 0.04% No change 1,600 $228K
Prevail Innovative Wealth Advisors, LLC 0.04% No change 1,600 $228K
Johnson Financial Group, LLC 0.02% No change 1,600 $228K
Trademark Financial Management, LLC 0.11% Reduce -18.3% 1,595 $227K
Fortune Financial Group, Inc. 0.20% No change 1,587 $226K
Anchor Investment Management, LLC 0.02% Add +42.7% 1,587 $226K
Alpha Financial Advisors, LLC 0.07% No change 1,577 $225K
Ameritas Advisory Services, LLC 0.01% Reduce -56.4% 1,575 $224K
Range Financial Group LLC 0.07% Reduce -14.3% 1,564 $223K
Equita Financial Network, Inc. 0.07% New 1,563 $223K
GatePass Capital, LLC 0.11% Add +0.3% 1,561 $222K
Acorn Financial Advisory Services Inc. 0.03% New 1,561 $222K
COFG Advisors, LLC 0.06% Add +0.3% 1,561 $222K
Signal Advisors Wealth, LLC 0.02% New 1,559 $222K
Global Financial Private Client, LLC 0.07% No change 1,549 $221K
Rwa Wealth Partners, LLC 0.00% New 1,539 $219K
Braeburn Wealth Management LLC 0.13% Reduce -1.4% 1,538 $219K
Clarity Wealth Advisors, LLC 0.04% Reduce -5.1% 1,534 $218K
Old North State Trust, LLC 0.13% New 1,534 $218K
Sterling Investment Counsel, LLC 0.06% Reduce -13.2% 1,530 $218K
Measured Wealth Private Client Group, LLC 0.06% No change 1,529 $218K
Napier Financial, LLC 0.05% New 1,525 $217K
Waterfront Wealth Inc. 0.04% No change 1,517 $216K
Trilogy Capital Inc. 0.01% Reduce -7.5% 1,513 $215K
Juncture Wealth Strategies, LLC 0.07% No change 1,512 $215K
Horizon Investment Services, LLC 0.07% No change 1,503 $214K
Disciplined Investments, LLC 0.08% Reduce -3.2% 1,501 $214K
WMS Group LLC 0.31% Reduce -4.5% 1,500 $214K
LCNB Corp. 0.07% No change 1,500 $214K
Laraway Financial Advisors Inc 0.15% New 1,496 $213K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -13.5% 1,494 $213K
Capital Group Private Client Services, Inc. 0.00% Add +0.2% 1,493 $213K
Lincoln Capital LLC 0.04% Reduce -1.6% 1,490 $212K
J.E. Simmons & Co., P.C. 0.14% Reduce -1.1% 1,488 $212K
Fidelity D & D Bancorp Inc. 0.08% Add +2.6% 1,482 $211K
Griffith & Werner, Inc. 0.10% Reduce -0.4% 1,480 $211K
NerdWallet Wealth Partners, LLC 0.09% Reduce -1.6% 1,477 $210K
Keebeck Wealth Management 0.02% No change 1,477 $210K
Wealth Care LLC 0.19% — 1,476 $210K
Fagan Associates, Inc. 0.03% No change 1,462 $208K
Tudor Financial Inc. 0.11% Add +1.4% 1,459 $208K
KWB Wealth 0.02% No change 1,395 $207K
Welch & Forbes LLC 0.00% No change 1,456 $207K
Clear Trail Advisors, LLC 0.03% No change 1,453 $207K
Hantz Financial Services, Inc. 0.00% Reduce -1.2% 1,449 $206K
Pacific Excel Wealth Advisors, Inc. 0.22% New 1,438 $205K
Frederick Financial Consultants, LLC 0.10% Reduce -7.0% 1,438 $205K
Kilter Group LLC 0.09% No change 1,432 $204K
Torrey-Payne Wealth Management, LLC 0.19% No change 1,431 $204K
Sterling Wealth Management, Inc. 0.06% Reduce -0.3% 1,424 $203K
Clear Creek Financial Management, LLC 0.02% Reduce -1.3% 1,423 $203K
West Branch Capital LLC 0.05% Reduce -20.6% 1,422 $203K
Magnus Financial Group LLC 0.02% Reduce -32.5% 1,417 $202K
Butensky & Cohen Financial Security, Inc. 0.05% No change 1,408 $201K
Community Financial Services Group, LLC 0.03% New 1,376 $197K
Quest 10 Wealth Builders, Inc. 0.17% Reduce -1.5% 1,356 $193K
HHM Wealth Advisors, LLC 0.02% No change 1,346 $192K
Independence Bank of Kentucky 0.02% No change 1,331 $190K
Adirondack Trust Co. 0.06% No change 1,312 $187K
Burk Holdings LLC 0.08% New 1,282 $183K
SYM FINANCIAL Corp 0.02% No change 1,256 $179K
Silver Grove Financial Group, Inc. 0.14% New 1,252 $178K
United Community Bank 0.06% Reduce -10.9% 1,214 $173K
Millstone Evans Group, LLC 0.10% No change 1,194 $170K
West Financial Advisors, LLC 0.03% No change 1,175 $167K
Steigerwald, Gordon & Koch Inc. 0.02% No change 1,144 $163K
Core Alternative Capital 0.05% No change 1,120 $160K
Corsicana & Co. 0.10% Add +8.9% 1,262 $154K
Financial Perspectives, Inc 0.04% Add +0.1% 1,060 $151K
Chesapeake Asset Management LLC 0.12% No change 1,054 $150K
Mill Capital Management, LLC 0.01% No change 1,034 $147K
Perkins Coie Trust Co 0.03% No change 1,020 $145K
Pittenger & Anderson Inc. 0.01% No change 1,004 $143K
3Chopt Investment Partners, LLC 0.03% No change 1,000 $142K
Triumph Capital Management 0.03% Reduce -36.1% 1,000 $142K
Federation des caisses Desjardins du Quebec 0.00% No change 1,000 $142K
Pacific Center for Financial Services 0.04% No change 985 $140K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 982 $140K
Register Financial Advisors LLC 0.05% Add +0.2% 976 $139K
SouthState Bank Corp 0.01% No change 938 $134K
TopTier Wealth Management, LLC 0.08% New 938 $134K
Investment Counsel Co. of Nevada 0.30% No change 928 $132K
Westend Capital Management, LLC 0.04% No change 913 $130K
Financial Gravity Asset Management, Inc. 0.02% New 900 $128K
Angeles Wealth Management, LLC 0.01% Add +25.5% 900 $128K
St Germain D J Co. Inc. 0.00% No change 858 $122K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -50.3% 842 $120K
Frazier Financial Advisors, LLC 0.07% Add +0.1% 834 $119K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -0.5% 819 $117K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.08% No change 777 $111K
McGuire Capital Advisors Inc. 0.07% No change 763 $109K
Glenmede Trust Co. NA 0.00% Reduce -3.3% 736 $105K
Rossby Financial, LCC 0.02% Reduce -0.3% 723 $104K
Your Advocates Ltd., LLP 0.03% Reduce -16.7% 727 $104K
Synergy Investment Management, LLC 0.03% New 724 $103K
Foster Dykema Cabot & Partners, LLC 0.01% No change 720 $103K
Duncker Streett & Co. Inc. 0.02% No change 717 $102K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 707 $101K
Citigroup Inc. 0.00% Reduce -36.3% 697 $99K
Meramec Financial Planners, LLC 0.04% No change 638 $99K
First PREMIER Bank 0.02% Reduce -6.8% 686 $98K
Rothschild Investment LLC 0.01% Reduce -68.8% 687 $98K
Chapman Financial Group, LLC 0.07% No change 683 $97K
Reyes Financial Architecture, Inc. 0.08% Add +36.0% 673 $96K
Signature Equity Partners, LLC 0.05% Reduce -5.3% 637 $91K
Townsend Asset Management Corp. /NC/ 0.03% No change 627 $89K
Eastern Bank 0.00% No change 612 $87K
CNB Bank 0.04% No change 600 $85K
Rice Partnership, LLC 0.01% No change 587 $84K
Orion Capital Management LLC 0.03% Add +22.5% 578 $82K
Hurley Capital, LLC 0.04% No change 578 $82K
Financial Network Wealth Advisors LLC 0.08% Add +1.1% 571 $81K
Prosperity Bancshares Inc 0.06% No change 565 $80K
Pacifica Partners Inc. 0.03% No change 551 $78K
NFSG Corp 0.01% Add +1.9% 537 $77K
Aventus Investment Advisors, Inc. 0.06% No change 532 $76K
Crews Bank & Trust 0.01% No change 530 $75K
MPWM Advisory Solutions, LLC 0.04% No change 510 $73K
CBIZ Investment Advisory Services, LLC 0.00% No change 500 $71K
LFA - Lugano Financial Advisors SA 0.04% No change 497 $71K
Bay Harbor Wealth Management, LLC 0.02% Reduce -17.0% 488 $70K
Equitable Holdings, Inc. 0.00% Reduce -12.0% 195,916 $69K
Ameriflex Group, Inc. 0.03% Add +18.4% 482 $69K
Redwood Park Advisors LLC 0.05% Add +6.9% 481 $69K
Longview Financial Advisors LLC 0.04% No change 480 $68K
Quent Capital, LLC 0.00% Reduce -11.3% 479 $68K
SIMA Wealth Partners, LLC 0.05% No change 473 $67K
SJS Investment Consulting Inc. 0.01% New 468 $67K
Strategic Wealth Partners, Ltd. 0.00% Reduce -22.6% 466 $66K
United Financial Planning Group LLC 0.04% New 464 $66K
Addison Advisors LLC 0.01% No change 463 $66K
Copia Wealth Management 0.04% No change 450 $64K
Fairman Group, LLC 0.05% Add +0.2% 449 $64K
Basepoint Wealth LLC 0.04% Reduce -12.7% 448 $64K
McIlrath & Eck, LLC 0.00% Reduce -2.6% 444 $63K
Breakwater Investment Management 0.02% No change 442 $63K
GoalVest Advisory LLC 0.01% No change 430 $61K
1922 Investment Co LLC 2.06% Reduce -37.7% 423 $60K
Main Street Group, LTD 0.02% New 417 $59K
Winch Advisory Services, LLC 0.01% Add +0.2% 415 $59K
Key Capital Management, INC 0.04% Reduce -3.5% 412 $59K
Daytona Street Capital LLC 0.04% New 400 $58K
Mowery & Schoenfeld Wealth Management, LLC 0.09% No change 403 $57K
TIAA Wealth Investment Management LLC 0.00% — 404 $56K
Financial Connections Group, Inc. 0.02% No change 392 $55K
Curio Wealth, LLC 0.02% No change 366 $52K
Valley National Advisers Inc. 0.01% No change 370 $52K
Activest Wealth Management 0.01% Add +886.1% 355 $51K
IAG Wealth Partners, LLC 0.01% No change 345 $49K
Paladin Advisory Group, LLC 0.04% Add +25.9% 345 $49K
Capital Investment Counsel, Inc 0.01% No change 342 $49K
Timmons Wealth Management, LLC 0.04% No change 320 $46K
Integrity Financial Corp 0.02% Add +0.3% 310 $44K
JPL Wealth Management, LLC 0.01% New 304 $43K
First Pacific Financial 0.01% New 301 $43K
Vanguard National Trust Co 0.00% — 301 $43K
Nova Wealth Management, Inc. 0.03% No change 300 $43K
Richardson Financial Services Inc. 0.03% Add +0.3% 300 $43K
Bravera Wealth 0.02% No change 296 $42K
Pflug Koory, LLC 0.02% Add +0.3% 296 $42K
Wilkerson Advisory Group LLC 0.01% Reduce -0.3% 291 $41K
High Note Wealth, LLC 0.01% No change 283 $40K
Glassy Mountain Advisors, Inc. 0.01% No change 281 $40K
Magnolia Wealth Management, LLC 0.02% New 270 $38K
Kimelman & Baird, LLC 0.00% No change 269 $38K
Merkkuri Wealth Advisors LLC 0.03% New 265 $38K
Ascentis Wealth Management, LLC 0.01% Reduce -14.9% 256 $36K
Robbins Farley 0.02% Reduce -27.2% 254 $36K
Providence Capital Advisors, LLC 0.01% New 249 $35K
Cornerstone Planning Group LLC 0.00% Add +21.2% 223 $35K
Trust Co 0.00% No change 231 $33K
Blueline Advisors LLC 0.03% No change 228 $32K
Noble Wealth Management PBC 0.02% No change 227 $32K
Transamerica Financial Advisors, LLC 0.00% New 227 $32K
Front Row Advisors LLC 0.01% Add +0.5% 225 $32K
Barnes Dennig Private Wealth Management LLC 0.03% No change 210 $30K
Financial Life Planners 0.02% New 205 $29K
Greykasell Wealth Strategies, Inc. 0.01% No change 200 $28K
Webster Bank, N. A. 0.00% No change 199 $28K
Park Place Capital Corp 0.01% New 193 $27K
PFS Partners, LLC 0.01% No change 192 $27K
MCF Advisors LLC 0.00% Add +9.7% 192 $27K
Wellington Grp LLC 0.01% Reduce -46.5% 190 $27K
Godsey & Gibb, Inc. 0.00% No change 190 $27K
Networth Advisors, LLC 0.02% Reduce -23.7% 187 $27K
Lloyd Advisory Services, LLC. 0.01% Reduce -65.9% 187 $27K
Kingdom Financial Group LLC. 0.01% No change 187 $27K
Fortitude Family Office, LLC 0.01% No change 186 $27K
Essential Partners LLC 0.01% No change 186 $26K
Towne Trust Company, N.A 0.01% No change 184 $26K
RMG Wealth Management LLC 0.00% New 162 $26K
Brown, Lisle/Cummings, Inc. 0.01% Add +83.0% 183 $26K
DHJJ Financial Advisors, Ltd. 0.01% No change 172 $24K
Vermillion Wealth Management, Inc. 0.01% No change 171 $24K
Princeton Global Asset Management LLC 0.00% No change 171 $24K
Fourth Dimension Wealth, LLC 0.01% No change 165 $24K
Valued Wealth Advisors LLC 0.01% No change 162 $23K
Resources Management Corp. /CT/ 0.00% No change 162 $23K
Realta Investment Advisors 0.01% Reduce -62.7% 159 $23K
Caldwell Sutter Capital, Inc. 0.01% No change 157 $22K
Mb, Levis & Associates, LLC 0.01% No change 152 $22K
2UniFi Bank 0.01% No change 151 $22K
Davis Capital Management 0.01% No change 145 $21K
Raleigh Capital Management Inc. 0.01% Reduce -95.5% 144 $21K
Robinswood Financial LLC 0.01% No change 141 $20K
Team Financial Group, LLC 0.01% No change 140 $20K
First Financial Corp. 0.01% No change 140 $20K
Global Trust Asset Management, LLC 0.01% No change 133 $19K
Quaker Wealth Management, LLC 0.01% No change 129 $18K
Vision Retirement, LLC 0.00% New 119 $17K
Red Tortoise LLC 0.01% No change 118 $17K
Cheviot Value Management, LLC 0.00% No change 115 $16K
Jackson Hole Capital Partners, LLC 0.00% No change 114 $16K
CoreFirst Bank & Trust 0.01% No change 112 $16K
City State Bank 0.00% No change 112 $16K
Versant Capital Management, Inc 0.00% No change 111 $16K
Hilltop National Bank 0.00% Reduce -45.3% 110 $16K
Missouri Trust & Investment Co 0.00% No change 100 $14K
Legacy Wealth Managment, LLC 0.01% New 97 $14K
Investors Portfolio Services LLC 0.01% No change 92 $13K
Darwin Wealth Management, LLC 0.00% No change 90 $13K
Evolution Wealth Management Inc. 0.01% No change 85 $12K
Ulland Investment Advisors, LLC 0.01% No change 85 $12K
Highline Wealth Partners LLC 0.00% No change 84 $12K
Creative Capital Management Investments LLC 0.00% No change 82 $12K
MV Capital Management, Inc. 0.00% No change 81 $12K
Ameritas Investment Partners, Inc. 0.00% No change 76 $11K
Mascoma Wealth Management LLC 0.00% No change 74 $11K
Flagship Wealth Advisors, LLC 0.00% No change 77 $10K
New Republic Capital, LLC 0.00% No change 71 $10K
GGM Financial LLC 0.00% Reduce -28.3% 71 $10K
Graney & King, LLC 0.01% No change 67 $10K
Mark Sheptoff Financial Planning, LLC 0.00% No change 58 $9K
Aventura Private Wealth, LLC 0.00% No change 58 $8K
Roxbury Financial LLC 0.01% No change 55 $8K
American Capital Advisory, LLC 0.00% No change 54 $8K
GW&K Investment Management, LLC 0.00% No change 49 $7K
ROSS\JOHNSON & Associates LLC 0.13% No change 49 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -65.7% 48 $7K
Wilmington Savings Fund Society, FSB 0.00% No change 47 $7K
Woodard & Co. Asset Management Group Inc. 0.00% Add +2.3% 44 $6K
MBM Wealth Consultants, LLC 0.00% New 37 $5K
Strategic Wealth Advisors LLC 0.00% No change 38 $5K
DecisionPoint Financial, LLC 0.00% No change 33 $5K
Wagner Wealth Management, LLC 0.00% No change 32 $5K
Bell Investment Advisors, Inc 0.00% No change 31 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 30 $4K
Country Trust Bank 0.00% New 25 $4K
Olistico Wealth, LLC 0.00% No change 22 $3K
Premier Financial Group 0.00% No change 19 $3K
West Paces Advisors Inc. 0.00% No change 18 $3K
LM Advisors LLC 0.01% Add +18.1% 332 $2K
VSM Wealth Advisory, LLC 0.00% New 15 $2K
Quadrant Capital Group LLC 0.00% No change 14 $2K
Clark Wealth Partners 0.00% New 14 $2K
Richard W. Paul & Associates, LLC 0.00% Add +225.0% 13 $2K
Topsail Wealth Management, LLC 0.00% No change 12 $2K
Advocate Investing Services LLC 0.00% No change 10 $1K
PlanVest Financial, Inc 0.00% — 10 $1K
Carolina Wealth Advisors, LLC 0.00% No change 10 $1K
Cardinal Strategic Wealth Guidance 0.00% Reduce -88.9% 7 $998
Founders Capital Management 0.00% No change 5 $766
Lodestone Wealth Management LLC 0.00% No change 2 $285
Mosley Wealth Management 0.00% New 1 $164

"% 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.