iShares Core S&P Total U.S.ITOTETF

13F holders, Q2 2026 (June 30)
1,718holders +89
148new positions
50sold out
4famous investors
$162.61avg. 13F price*

At the end of Q2 2026, 1,718 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 89 from Q1 2026. 148 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($14.1B), Wells Fargo & Company ($10.9B) and Wealthfront Advisers LLC ($2.5B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions148$226.0M
Exits50$87.0M

All 13F filers, Q1 2026 → Q2 2026: 18,713,981 shares bought and 4,445,382 shares sold, net +14,268,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,718 holders

BlackRock, Inc. 0.21% Add +7.5% 85,943,202 $14.1B
Wells Fargo & Company 1.91% Add +0.9% 66,599,281 $10.9B
Wealthfront Advisers LLC 4.73% Add +4.3% 14,987,349 $2.5B
Betterment LLC 2.87% Reduce -2.6% 10,338,360 $1.7B
Morgan Stanley 0.09% Reduce -0.4% 10,164,560 $1.7B
Alliancebernstein L.P. 0.53% Add +5.3% 11,218,914 $1.6B
Focus Partners Wealth 1.44% Add +27.7% 8,536,010 $1.4B
Bank of America Corp. 0.07% Reduce -1.1% 6,547,081 $1.1B
LPL Financial LLC 0.24% Add +10.4% 6,546,183 $1.1B
Focus Partners Advisor Solutions, LLC 8.16% Add +8.2% 5,859,022 $962.4M
Allstate Corp. 8.66% Reduce -1.2% 5,279,976 $867.3M
Envestnet Asset Management Inc. 0.16% Reduce -1.3% 4,177,729 $686.3M
Blue Trust, Inc. 7.04% Add +5.6% 4,090,776 $672.0M
SigFig Wealth Management, LLC 17.59% Add +0.7% 4,070,270 $663.7M
Ballentine Partners, LLC 6.32% Reduce -1.1% 3,149,753 $517.4M
Auto-Owners Insurance Co 11.27% Reduce -15.5% 3,037,774 $499.0M
AlTi Global, Inc. 10.16% Add +3.1% 2,992,236 $491.5M
Norinchukin Bank, The 3.59% No change 2,246,560 $369.0M
Ameriprise Financial Inc. 0.07% Add +10.6% 2,123,118 $348.8M
Creative Planning 0.20% Add +0.7% 2,063,768 $339.0M
Raymond James Financial Inc. 0.09% Add +3.1% 2,009,020 $330.0M
Jones Financial Companies LLLP 0.12% Add +89.8% 1,879,380 $302.3M
Cerity Partners LLC 0.37% Reduce -1.4% 1,838,405 $302.0M
Allworth Financial LP 1.28% Reduce -5.8% 1,835,875 $301.6M
Sentinel Trust Co. Lba 25.85% Reduce -1.4% 1,777,298 $292.0M
JPMorgan Chase & Co. 0.02% Add +2.0% 1,787,944 $291.6M
Stifel Financial Corp. 0.24% Add +3.4% 1,741,348 $286.1M
Lido Advisors, LLC 0.97% Reduce -4.5% 1,634,628 $268.5M
Evensky & Katz LLC 13.54% Add +1.0% 1,596,396 $262.2M
Osaic Holdings, Inc. 0.30% Add +4.9% 1,555,858 $255.6M
Prime Capital Investment Advisors, LLC 2.42% Reduce -6.1% 1,517,244 $249.2M
Provenance Wealth Advisors, LLC 23.39% Reduce -1.1% 1,494,425 $245.5M
Captrust Financial Advisors 0.38% Reduce -1.9% 1,490,952 $244.9M
Cisco Systems, Inc. 52.60% Reduce -5.5% 1,297,500 $213.1M
Commonwealth Equity Services, LLC 0.27% Reduce -0.1% 1,288,810 $211.7M
TD Capital Management LLC 17.12% Reduce -4.8% 1,275,016 $209.4M
Zhang Financial LLC 5.98% Add +5.5% 1,246,429 $204.8M
Goldstein Advisors, LLC 18.70% Add +61.2% 1,245,712 $204.6M
LJI Wealth Management, LLC 27.24% Reduce -3.1% 1,183,884 $194.5M
Royal Bank of Canada 0.03% Reduce -0.9% 1,141,681 $187.5M
Disciplina Capital Management LLC 19.36% Reduce -15.1% 1,140,744 $187.4M
Constellation Investments, Inc. 5.72% No change 1,108,000 $182.0M
Parallel Advisors, LLC 2.78% Reduce -3.0% 1,106,752 $181.8M
Tanager Wealth Management LLP 15.74% Reduce -0.6% 1,100,577 $180.8M
FMR LLC 0.01% Add +3.9% 1,091,601 $179.3M
Mesirow Financial Investment Management, Inc. 2.78% Add +2.1% 1,076,654 $176.9M
Mariner, LLC 0.18% Reduce -3.9% 1,053,377 $172.9M
Stratos Investment Management, LLC 6.22% Add +1.8% 1,047,978 $172.2M
Wick Capital Partners, LLC 25.68% Add +11.4% 1,036,086 $170.2M
Winthrop Advisory Group LLC 11.35% Add +5.9% 1,025,806 $168.5M
HB Wealth Management, LLC 0.92% Reduce -0.4% 998,509 $164.0M
Claar Advisors LLC 52.58% Reduce -0.1% 993,607 $163.2M
UBS Group AG 0.03% Reduce -4.4% 971,745 $159.6M
HighTower Advisors, LLC 0.15% Add +4.8% 962,318 $158.1M
Mercer Global Advisors Inc. 0.17% Add +1.4% 843,347 $138.5M
Cetera Investment Advisers 0.12% Add +2.4% 822,853 $135.2M
Facet Wealth, Inc. 1.80% Reduce -2.9% 763,136 $125.4M
True Link Financial Advisors, LLC 6.69% Reduce -5.2% 703,778 $115.6M
Geneos Wealth Management Inc. 2.36% Reduce -3.9% 703,221 $115.5M
Cambridge Investment Research Advisors, Inc. 0.25% Add +3.0% 676,753 $111.2M
Rock Creek Group LLC 11.18% Reduce -18.3% 676,034 $111.1M
Ullmann Wealth Partners Group, LLC 9.08% Reduce -1.9% 608,438 $99.9M
Johnson Bixby & Associates, LLC 10.79% Add +0.3% 588,632 $96.7M
Cresset Asset Management, LLC 0.34% Add +24.5% 570,739 $93.8M
Blair William & Co. 0.24% Reduce -3.6% 556,582 $91.4M
Rockefeller Capital Management L.P. 0.14% Add +6.2% 546,556 $89.8M
Correct Capital Wealth Management 15.47% Add +20.1% 546,145 $89.7M
AQR Capital Management 0.03% Add +58.0% 527,922 $86.7M
Corient Private Wealth LP 0.12% Reduce -0.9% 527,619 $86.7M
Orion Porfolio Solutions, LLC 0.66% Add +3.9% 527,349 $86.6M
Friday Financial 23.00% Add +12.7% 523,396 $85.9M
Wealthspire Advisors, LLC 0.47% Add +447.7% 515,328 $84.7M
Aviso Financial Inc. 2.92% Add +9.9% 511,817 $84.1M
Ancora Advisors LLC 1.60% Reduce -28.8% 501,601 $82.4M
MML Investors Services, LLC 0.17% Add +10.8% 500,031 $82.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +0.2% 444,613 $73.0M
Simon Quick Advisors, LLC 2.91% Reduce -0.2% 438,896 $72.1M
Brady Martz Wealth Solutions, LLC 10.65% Add +3.2% 429,338 $70.5M
Partners Capital Investment Group, LLP 2.44% Reduce -12.9% 421,882 $69.3M
Kestra Advisory Services, LLC 0.22% Add +1.8% 421,807 $69.3M
Elm Partners Management LLC 2.40% Reduce -5.7% 406,864 $66.8M
Northwest Wealth Management, LLC 8.75% Add +7.0% 403,829 $66.3M
Steffes Financial, Ltd. 28.53% Add +2.4% 402,246 $66.1M
Regatta Capital Group, LLC 8.87% Add +3.1% 401,634 $66.0M
Private Advisor Group, LLC 0.30% Add +30.2% 395,834 $65.0M
Mission Wealth Management, LP 0.81% Reduce -0.3% 394,277 $64.8M
Tulsa Wealth Advisors, INC 8.94% Reduce -2.2% 386,317 $63.5M
&partners 0.26% Add +4.6% 382,673 $63.0M
Clark Capital Management Group, Inc. 0.33% Reduce -4.5% 372,906 $61.3M
BLB&B Advisors, LLC 2.16% Add +2.7% 359,749 $59.1M
Strategic Point Investment Advisors, LLC 7.68% Add +1.6% 358,955 $59.0M
HighPoint Advisor Group LLC 2.04% Add +23.4% 352,706 $57.9M
Empowered Funds, LLC 0.31% New 352,671 $57.9M
jvl associates llc 16.37% Reduce -1.8% 351,336 $57.7M
Smallwood Wealth Investment Management, LLC 24.95% Add +1.5% 347,654 $57.1M
Savant Capital, LLC 0.16% Reduce -1.6% 339,693 $55.8M
Beacon Pointe Advisors, LLC 0.26% Add +1.9% 337,983 $55.5M
Nicolet Bankshares Inc. 1.74% Add +2.8% 331,608 $54.7M
Forvis Mazars Wealth Advisors, LLC 0.91% Reduce -1.9% 332,253 $54.6M
Eldridge Investment Advisors, Inc. 10.76% Add +0.8% 330,853 $54.3M
Quantinno Capital Management LP 0.06% Add +7.0% 328,772 $54.0M
Pure Financial Advisors, LLC 0.69% Reduce -0.7% 328,641 $54.0M
Kondo Wealth Advisors, Inc. 18.00% Add +3.2% 327,735 $53.8M
Adventist Health System/ West 8.27% No change 321,151 $52.8M
Nomura Asset Management International Inc. 0.08% Add +63.1% 313,157 $51.4M
Family Wealth Partners, LLC 15.77% Add +2.2% 312,866 $51.4M
JGP Wealth Management, LLC 4.52% Add +3.1% 306,602 $50.4M
Ironsides Asset Advisors, LLC 11.13% Add +0.2% 289,330 $47.5M
Capital Analysts, LLC 1.09% Add +1.0% 288,546 $47.4M
Truepoint, Inc. 0.97% Reduce -11.7% 283,208 $46.5M
Financial Designs Corp 24.76% Reduce -1.1% 281,221 $46.2M
Wealth Enhancement Advisory Services, LLC 0.08% Add +3.4% 297,958 $46.2M
Goldman Sachs Group Inc. 0.00% Reduce -33.2% 275,746 $45.3M
Tolleson Wealth Management, Inc. 5.92% Reduce -0.3% 267,378 $43.9M
Caprock Group, LLC 0.83% Reduce -0.0% 264,396 $43.4M
Steinberganna Wealth Management 17.59% Add +0.2% 263,439 $43.3M
Procyon Advisors, LLC 1.85% Reduce -9.6% 260,383 $42.8M
Arax Advisory Partners 0.28% Add +463.4% 258,065 $42.4M
Truist Financial Corp. 0.05% Reduce -7.6% 255,344 $41.9M
Reliant Wealth Planning 11.26% Reduce -2.6% 249,115 $40.9M
Advisory Services Network, LLC 0.46% Add +2.8% 246,114 $40.4M
Klaas Financial Asset Advisors, LLC 5.03% Reduce -2.8% 245,825 $40.4M
Aspirean Wealth, LLC 37.32% Add +4.6% 244,442 $40.2M
Heritage Wealth Advisors 1.38% Reduce -5.3% 244,091 $40.1M
Squire Investment Management Company, LLC 9.58% Add +4.3% 242,293 $39.8M
Planned Solutions, Inc. 11.28% Add +4.7% 238,648 $39.2M
NewEdge Advisors, LLC 0.12% Add +9.9% 238,148 $39.1M
Coquina Private Wealth LLC 26.29% Add +4.3% 235,715 $38.7M
Independent Order of Foresters 37.36% No change 233,510 $38.4M
Bank of New York Mellon Corp 0.01% Add +8.3% 233,503 $38.4M
Tower Research Capital LLC (TRC) 0.93% Add +699.1% 230,476 $37.9M
Integrated Wealth Concepts LLC 0.25% Add +3.9% 228,769 $37.6M
Aerodigm Wealth, LLC 12.47% Add +3.7% 224,371 $36.9M
Valmark Advisers, Inc. 0.39% Reduce -3.8% 223,801 $36.8M
Alaska Permanent Capital Management, LLC 2.40% Reduce -1.5% 223,048 $36.7M
Capstone Financial Advisors, Inc. 1.77% Add +1.4% 221,301 $36.4M
Composition Wealth, LLC 0.43% Reduce -0.2% 220,690 $36.3M
BCGM Wealth Management, LLC 7.64% Add +75.3% 220,096 $36.2M
Cibc World Market Inc. 0.06% Add +335.9% 216,626 $35.6M
Sendero Wealth Management, LLC 3.53% Add +0.4% 215,586 $35.4M
W.G. Shaheen & Associates DBA Whitney & Co 2.51% Add +0.4% 209,155 $34.4M
Vise Technologies, Inc. 0.39% Add +42.6% 207,455 $34.1M
Trevian Wealth Management LLC 14.52% Reduce -5.8% 207,432 $34.1M
Vident Advisory, LLC 0.25% Add +3.1% 206,899 $34.0M
Great Valley Advisor Group, Inc. 0.54% Reduce -1.1% 206,629 $33.9M
E-Wealth Partners, LLC 24.46% Add +6.1% 205,972 $33.8M
Janney Montgomery Scott LLC 0.06% Add +41.4% 203,659 $33.5M
Sweeney & Michel, LLC 8.76% Reduce -0.8% 196,749 $33.4M
Advus Financial Partners, LLC 7.45% Reduce -3.3% 199,788 $32.8M
Equitable Holdings, Inc. 0.19% Add +1.2% 198,271 $32.6M
MJT & Associates Financial Advisory Group, Inc. 21.31% Reduce -2.9% 196,157 $32.2M
Canvas Wealth Advisors, LLC 4.41% Add +3.9% 192,444 $31.6M
Summit Financial, LLC 0.34% Reduce -7.1% 190,400 $31.3M
Nwam LLC 1.56% Add +1.4% 189,972 $31.2M
TRUE Private Wealth Advisors 2.69% Reduce -15.2% 189,648 $31.2M
Cigna Investments Inc. 4.07% Reduce -9.7% 189,462 $31.1M
MontVue Capital Management, Inc. 17.60% Reduce -2.9% 186,235 $30.6M
Northern Trust Corp. 0.00% Add +0.7% 184,178 $30.3M
Gotham Asset Management 0.07% Add +38.9% 181,400 $29.8M
Twin Focus Capital Partners, LLC 3.03% Add +2.6% 181,344 $29.8M
Cherrydale Wealth Management, LLC 7.77% Add +0.1% 180,880 $29.7M
Allen Investment Management, LLC 0.35% Reduce -26.7% 179,994 $29.6M
Financial Partners Group, Inc 2.96% Reduce -1.0% 177,720 $29.2M
Prism Planning Partners LLC 30.30% Add +3.1% 174,303 $28.6M
Durante & Waters, LLC 18.39% Reduce -6.2% 170,830 $28.1M
Rehmann Capital Advisory Group 1.28% Reduce -1.4% 170,453 $28.0M
Catalyst Private Wealth, LLC 13.35% Reduce -0.3% 168,335 $27.7M
Peirce Capital Management, LLC 10.05% Add +4.7% 166,936 $27.4M
Patton Albertson Miller Group, LLC 2.71% Reduce -2.0% 165,733 $27.2M
Aletheian Wealth Advisors LLC 11.63% Add +2.7% 165,712 $27.2M
Bernardo Wealth Planning LLC 4.65% Add +0.9% 165,672 $27.2M
Legacy Financial Advisors, Inc. 3.29% Reduce -2.9% 164,319 $27.0M
Brighton Jones LLC 0.50% Reduce -2.0% 162,554 $26.7M
Life Planning Partners, Inc 19.74% Reduce -8.4% 161,686 $26.6M
United Capital Financial Advisors, LLC 0.15% Reduce -1.5% 161,306 $26.5M
TruNorth Capital Management, LLC 4.18% Add +6.4% 158,382 $26.0M
Fifth Third Bancorp 0.04% Add +3.5% 157,983 $26.0M
Baird Financial Group, Inc. 0.04% Reduce -4.3% 157,334 $25.8M
Astoria Strategic Wealth, Inc. 5.88% Reduce -2.6% 156,723 $25.7M
Friedenthal Financial 11.91% Add +1.8% 156,657 $25.7M
Kaufman Rossin Wealth, LLC 12.18% Add +17.1% 155,765 $25.7M
Weatherly Asset Management L. P. 1.83% Reduce -2.1% 156,378 $25.7M
Plancorp, LLC 0.62% Reduce -3.4% 155,944 $25.6M
Principal Securities, Inc. 0.30% Reduce -2.3% 154,124 $25.3M
Callan Family Office, LLC 0.49% Add +42.8% 152,649 $25.1M
Sequoia Financial Advisors, LLC 0.13% Add +105.0% 152,622 $25.1M
OneDigital Investment Advisors LLC 0.21% Reduce -2.8% 151,209 $24.8M
EP Wealth Advisors, LLC 0.09% Add +381.1% 149,297 $24.5M
MAI Capital Management 0.09% Add +23.1% 147,454 $24.2M
Koshinski Asset Management, Inc. 1.23% Reduce -0.1% 141,123 $23.2M
Sagespring Wealth Partners, LLC 0.35% Reduce -0.9% 139,122 $22.9M
Crestwood Advisors Group, LLC 0.34% Reduce -2.0% 138,849 $22.8M
Strategic Equity Management 7.58% Add +514.6% 137,333 $22.6M
Heck Capital Advisors, LLC 1.35% Reduce -2.7% 137,213 $22.5M
KM Capital Management Ltd. 10.57% New 136,877 $22.5M
Gleason Group, Inc. 1.95% Reduce -0.8% 136,029 $22.3M
Farther Finance Advisors, LLC 0.17% Reduce -1.0% 134,664 $22.1M
Finhabits Advisors LLC 18.36% Reduce -4.4% 132,959 $21.8M
Hickory Point Bank & Trust 13.22% No change 132,700 $21.8M
Essex Financial Services, Inc. 1.08% Reduce -0.4% 131,764 $21.6M
Steward Partners Investment Advisory, LLC 0.11% Add +7.8% 129,243 $21.2M
Beacon Financial Group 1.92% Add +3.2% 128,412 $21.1M
Physician Wealth Advisors, Inc. 2.51% Reduce -0.2% 127,829 $21.0M
Cornell Pochily Investment Advisors, Inc. 5.62% Add +4.5% 127,278 $20.9M
Flow Traders U.S. LLC 0.86% New 126,844 $20.8M
Romano Brothers and Company 2.07% Reduce -1.0% 125,216 $20.6M
Wealthspire Retirement, LLC 1.13% Reduce -0.4% 124,243 $20.6M
Modern Wealth Management, LLC 0.24% Reduce -6.7% 123,740 $20.3M
Stevens Capital Partners 3.86% Add +0.2% 123,645 $20.3M
Thoroughbred Financial Services, LLC 0.95% Add +75.3% 209,613 $19.8M
Benchmark Financial Wealth Advisors, LLC 4.84% Reduce -0.1% 119,402 $19.6M
IFP Advisors, Inc 0.35% Reduce -1.2% 118,813 $19.5M
Sax Wealth Advisors, LLC 0.79% Reduce -0.4% 136,077 $19.4M
Coppell Advisory Solutions LLC 1.59% New 311 $19.1M
Tortoise Investment Management, LLC 1.42% Add +0.9% 116,376 $19.1M
BBR Partners, LLC 0.89% Add +9.9% 115,418 $19.0M
Oakwell Private Wealth Management, LLC 3.11% Reduce -1.1% 114,053 $18.7M
Flagship Harbor Advisors, LLC 0.71% Add +29.8% 113,099 $18.6M
NWF Advisory Services Inc. 1.73% Add +0.4% 111,718 $18.4M
Independent Financial Group, LLC 0.34% Reduce -1.1% 111,690 $18.3M
Stokes Family Office, LLC 2.14% Reduce -21.6% 111,512 $18.3M
Elevate Wealth Advisory, Inc. 10.38% Add +1.1% 110,597 $18.2M
Brookstone Capital Management 0.18% Reduce -1.0% 109,886 $18.1M
Solstein Capital, LLC 6.12% Add +1220.8% 108,819 $17.9M
Waverly Advisors, LLC 0.10% Add +0.7% 108,727 $17.9M
Greenleaf Trust 0.17% Add +0.4% 108,349 $17.8M
Sjbenen Advisory, LLC 10.54% Add +75.6% 107,979 $17.7M
Moneywise, Inc. 6.52% Add +81.4% 106,454 $17.5M
Cynosure Group, LLC 2.60% Reduce -7.8% 105,382 $17.3M
Kaydan Wealth Management, Inc. 5.24% Add +1.4% 104,642 $17.2M
Cosner Financial Group, LLC 8.78% Reduce -25.4% 104,050 $17.1M
Evansbrook LLC 10.14% Add +3.6% 103,519 $17.0M
Smithfield Trust Co 0.68% Add +0.8% 103,167 $16.9M
Baron Silver Stevens Financial Advisors, LLC 2.15% Add +2.8% 103,101 $16.9M
Jane Street Group, LLC 0.01% Add +0.1% 102,378 $16.8M
Empower Advisory Group, LLC 0.04% Reduce -10.1% 101,566 $16.7M
Merit Financial Group, LLC 0.10% Add +0.0% 101,296 $16.6M
Family Manage LLC 1.74% Reduce -0.5% 100,950 $16.6M
Aptus Capital Advisors, LLC 0.12% Add +2.5% 100,797 $16.6M
WBH Advisory Inc. 1.10% Reduce -1.7% 99,882 $16.4M
Jmac Enterprises LLC 2.71% Reduce -1.8% 98,027 $16.1M
Glenview Trust Co 0.22% No change 97,742 $16.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% New 97,000 $15.9M
Smith Shellnut Wilson LLC 5.95% Add +2.7% 96,560 $15.9M
OMNI 360 Wealth, Inc. 7.30% Reduce -8.3% 96,159 $15.8M
1900 Wealth Management LLC 0.87% Reduce -0.1% 95,286 $15.7M
Endowment Wealth Management, Inc. 6.01% Add +6.5% 94,640 $15.5M
Chicago Partners Investment Group LLC 0.31% Reduce -0.6% 96,010 $15.5M
Arkadios Wealth Advisors 0.24% Add +2.1% 93,927 $15.4M
Robertson Stephens Wealth Management, LLC 0.38% Add +9.1% 93,405 $15.3M
Choreo, LLC 0.17% Reduce -1.0% 93,041 $15.3M
HMV Wealth Advisors, LLC 5.94% Reduce -5.0% 92,827 $15.2M
Single Point Partners, LLC 2.66% Add +0.1% 2,234,223 $15.1M
Roger Wittlin Investment Advisory, LLC 11.82% Add +0.1% 91,607 $15.0M
HBE Wealth Management, LLC 10.76% Add +16.1% 91,194 $15.0M
Solano Wealth Investment Advisors LLC 6.78% Reduce -0.3% 90,727 $14.9M
Clear Retirement Advice LLC 10.19% Add +8.5% 90,621 $14.9M
King Wealth Management Group 1.62% Reduce -0.1% 90,142 $14.8M
GuidedMoney, LLC 6.85% Add +2.5% 90,113 $14.8M
Pathstone Holdings, LLC 0.04% Add +62.1% 88,518 $14.5M
Sanctuary Advisors, LLC 0.07% Add +1.5% 88,469 $14.5M
Stratos Wealth Partners, LTD. 0.15% Add +19.9% 87,776 $14.4M
CreativeOne Wealth, LLC 0.31% Add +6.3% 86,749 $14.3M
Guardian Wealth Advisors, LLC / NC 0.79% Add +1.8% 84,901 $13.9M
First Foundation Advisors 0.49% Reduce -1.0% 83,334 $13.7M
KFA Private Wealth Group, LLC 3.27% Reduce -12.1% 82,750 $13.6M
Thrivent Financial for Lutherans 0.02% Add +2.9% 82,684 $13.6M
Argent Trust Co 0.39% No change 82,662 $13.6M
Guardsman Private Capital Management, Inc. 9.46% Reduce -1.4% 82,189 $13.5M
Bank of Montreal 0.00% Add +22.6% 81,992 $13.5M
Private Wealth Asset Management, LLC 1.30% Add +6.5% 81,863 $13.4M
Vestmark Advisory Solutions, Inc. 0.13% Add +3210.2% 81,496 $13.4M
Ashton Thomas Private Wealth, LLC 0.28% Reduce -6.4% 81,389 $13.4M
Level Wealth Management LLC 5.33% Reduce -0.3% 80,941 $13.3M
Farrow Financial, Inc. 7.06% Reduce -12.7% 80,562 $13.2M
Wealthcare Capital Management LLC 1.25% Add +15.4% 80,466 $13.2M
Spectrum Strategic Capital Management, LLC 6.52% Reduce -12.2% 80,122 $13.2M
Crescent Grove Advisors, LLC 1.11% Reduce -0.9% 80,078 $13.2M
Sage Mountain Advisors LLC 0.81% Add +0.5% 80,034 $13.1M
Satovsky Asset Management LLC 2.09% Reduce -0.2% 79,969 $13.1M
Regent Peak Wealth Advisors LLC 2.42% Reduce -4.6% 79,574 $13.1M
Kingsview Wealth Management, LLC 0.16% Reduce -17.2% 79,009 $13.0M
Freestone Capital Holdings, LLC 0.34% Reduce -0.0% 78,387 $12.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.17% Reduce -7.8% 78,034 $12.8M
Clearstead Advisors, LLC 0.12% Reduce -3.3% 77,979 $12.8M
Kestra Private Wealth Services, LLC 0.14% Reduce -1.4% 77,735 $12.8M
Brooklyn FI, LLC 2.29% Reduce -0.1% 75,966 $12.4M
Bar Harbor Wealth Management 0.67% No change 75,434 $12.4M
Fulcrum Equity Management 9.94% Add +0.1% 74,778 $12.3M
O'shaughnessy Asset Management, LLC 0.06% Reduce -2.4% 74,682 $12.3M
Signature Estate & Investment Advisors LLC 0.22% Reduce -1.2% 74,523 $12.2M
Rollins Financial Advisors, LLC 1.58% Reduce -4.0% 72,860 $12.0M
Towercrest Capital Management 1.65% Add +9.6% 72,112 $11.8M
Fifth Third Securities, Inc. 0.67% Reduce -6.3% 71,383 $11.7M
Jackson Thornton Wealth Management, LLC 0.92% Add +4.9% 70,798 $11.6M
Kovack Advisors, Inc. 0.56% Reduce -0.4% 70,549 $11.6M
First Hawaiian Bank 1.47% Reduce -1.6% 70,508 $11.6M
ETF Portfolio Partners, Inc. 2.71% Reduce -2.2% 69,240 $11.4M
Roble, Belko & Company, Inc 1.21% Reduce -0.0% 68,347 $11.2M
PFG Investments, LLC 0.43% Reduce -6.7% 66,889 $11.0M
BIP Wealth, LLC 0.31% Add +15.7% 66,714 $11.0M
Global Retirement Partners, LLC 0.17% — 66,676 $11.0M
J.W. Cole Advisors, Inc. 0.19% New 65,655 $10.8M
Grove Bank & Trust 1.07% Reduce -0.1% 65,477 $10.8M
Claris Advisors, LLC / Mo / 2.81% Add +31.8% 65,425 $10.7M
Rede Wealth, LLC 3.55% Add +8.0% 65,308 $10.7M
71 West Capital Partners 0.36% Reduce -5.8% 64,097 $10.5M
Element Wealth, LLC 3.96% Reduce -1.0% 64,086 $10.5M
CogentBlue Wealth Advisors, LLC 6.03% Add +2.8% 64,058 $10.5M
Western Wealth Management, LLC 0.34% Add +29.5% 63,776 $10.5M
Magnolia Capital Advisors LLC 1.79% Add +9.2% 63,504 $10.4M
CENTRAL TRUST Co 0.18% Add +1.5% 62,283 $10.2M
PNC Financial Services Group, Inc. 0.01% Add +3.0% 62,046 $10.2M
Well Done, LLC 1.35% Reduce -1.5% 61,089 $10.0M
Exchange Traded Concepts, LLC 0.05% New 60,744 $10.0M
StoneX Group Inc. 0.40% Add +3.0% 60,621 $10.0M
Naples Global Advisors, LLC 0.61% Reduce -0.3% 60,301 $9.9M
Sard Wealth Management Group, LLC 4.71% Reduce -0.9% 59,943 $9.8M
DDFG, Inc 1.95% Reduce -0.7% 59,911 $9.8M
Natixis Advisors, LLC 0.01% Add +32.6% 59,158 $9.7M
Turtle Creek Wealth Advisors, LLC 0.51% Reduce -1.6% 58,632 $9.6M
Flagship Private Wealth, LLC 3.40% Add +2.5% 58,552 $9.6M
Investors Research Corp 1.72% Reduce -3.4% 58,420 $9.6M
Lynch & Associates 1.64% Reduce -1.5% 57,012 $9.4M
Pitcairn Wealth Advisors LLC 1.03% Add +83.6% 56,971 $9.4M
Monument Capital Management 1.88% Reduce -3.4% 56,958 $9.4M
Cadia Private Client LLC 6.69% Reduce -9.8% 56,729 $9.3M
Forbes J M & Co. LLP 0.73% Reduce -0.4% 56,289 $9.2M
Donor Advised Charitable Giving, Inc. 0.21% Add +0.3% 56,156 $9.2M
Hardy Reed LLC 0.59% No change 55,978 $9.2M
A&I Financial Services, LLC 3.94% Reduce -1.4% 55,085 $9.0M
Bradley & Co. Private Wealth Management, LLC 4.29% No change 54,780 $9.0M
Patriot Investment Management Group, Inc. 0.52% Reduce -8.2% 54,136 $8.9M
Apella Capital, LLC 0.13% Add +3.4% 53,889 $8.8M
LVZ, Inc. 0.88% Add +4.4% 52,917 $8.7M
Summit Trail Advisors, LLC 0.11% Reduce -5.7% 52,488 $8.6M
Yukon Wealth Management, Inc. 2.45% Add +33.0% 52,024 $8.5M
Diversified Portfolios, Inc. 0.62% Add +0.4% 51,961 $8.5M
First Financial Bank - Trust Division 0.61% Reduce -4.3% 51,889 $8.5M
Nations Financial Group Inc, /Ia/ 0.40% Reduce -0.7% 51,338 $8.4M
Summit Wealth Partners, LLC 1.20% Add +1.4% 51,224 $8.4M
Apollon Wealth Management, LLC 0.10% Add +71.6% 51,136 $8.4M
Modera Wealth Management, LLC 0.09% Reduce -4.6% 50,951 $8.4M
Ieq Capital, LLC 0.04% Reduce -29.2% 50,933 $8.4M
Hollencrest Capital Management 0.55% Reduce -9.1% 50,651 $8.3M
National Philanthropic Trust 0.12% Reduce -9.1% 50,548 $8.3M
Avalon Advisory Group 3.07% Reduce -0.5% 50,544 $8.3M
Mosaic Advisors LLC 11.14% No change 50,527 $8.3M
Ironwood Financial, llc 1.30% Reduce -1.8% 50,429 $8.3M
Investment Advisory Group, LLC 1.77% Add +0.3% 49,620 $8.2M
Davidson Investment Advisors 0.33% Reduce -1.6% 49,458 $8.1M
Moneco Advisors, LLC 0.49% Reduce -5.4% 49,254 $8.1M
HBK Sorce Advisory LLC 0.16% Reduce -0.1% 47,739 $8.0M
DKM Wealth Management, Inc. 5.20% Reduce -1.5% 48,394 $7.9M
Blueprint Investment Partners LLC 0.65% Add +15.5% 47,803 $7.9M
Grand Wealth Management, LLC 3.27% Reduce -2.2% 47,695 $7.8M
Avior Wealth Management, LLC 0.21% Reduce -1.9% 47,484 $7.8M
Foundations Investment Advisors, LLC 0.08% Reduce -0.4% 47,413 $7.8M
Abound Wealth Management 1.55% Add +1.7% 47,390 $7.8M
Blueprint Financial Advisors LLC 0.86% Add +14.6% 47,273 $7.8M
Pennington Partners & Co., LLC 2.49% Add +0.0% 47,268 $7.8M
Aegis Wealth Management LLC 3.64% No change 47,167 $7.7M
Independent Solutions Wealth Management, LLC 1.01% Reduce -1.9% 47,053 $7.7M
Sigma Planning Corp 0.19% Add +1.2% 46,912 $7.7M
Envestnet Portfolio Solutions, Inc. 0.04% Add +32.6% 46,781 $7.7M
Park Avenue Securities LLC 0.05% Reduce -2.5% 46,392 $7.6M
Hudock, Inc. 0.97% Add +0.3% 46,120 $7.6M
Renaissance Technologies 0.01% New 45,800 $7.5M
Compound Planning, Inc. 0.19% Add +4.4% 45,005 $7.4M
Franklin Resources Inc. 0.00% Add +0.1% 44,950 $7.4M
Wedmont Private Capital 0.20% Reduce -3.9% 44,527 $7.4M
First Heartland Consultants, Inc. 0.47% Reduce -0.4% 44,609 $7.3M
Snowden Capital Advisors LLC 0.17% Reduce -2.3% 44,214 $7.3M
Legacy Private Trust Co. 0.41% Reduce -10.0% 44,175 $7.3M
Ferguson Wellman Capital Management, Inc. 0.09% No change 43,899 $7.2M
Matthew Goff Investment Advisor, LLC 1.19% Add +0.1% 43,069 $7.1M
Wealthcare Advisory Partners LLC 0.13% Reduce -3.6% 42,994 $7.1M
Retirement Capital Strategies 2.45% Add +1353.8% 42,945 $7.1M
Tsfg, LLC 0.89% Reduce -0.4% 42,893 $7.0M
Amplius Wealth Advisors, LLC 0.52% Reduce -12.8% 42,805 $7.0M
Johnson Investment Counsel Inc. 0.05% Add +1.2% 42,796 $7.0M
Dopkins Wealth Management, LLC 2.52% Reduce -1.3% 42,296 $6.9M
Hassell Wealth Management, LLC 2.12% Add +0.2% 42,227 $6.9M
Capital Planning LLC 2.00% Reduce -1.5% 41,876 $6.9M
BlackDiamond Wealth Management, LLC 2.77% Add +5.3% 40,429 $6.9M
Sutton Place Investors LLC 3.31% Reduce -2.7% 41,605 $6.8M
Ritholtz Wealth Management 0.10% Reduce -2.2% 41,454 $6.8M
Sheets Smith Wealth Management 0.68% Reduce -0.5% 41,139 $6.8M
FAS Wealth Partners, Inc. 0.35% Reduce -0.2% 40,834 $6.7M
Libra Wealth LLC 1.71% Reduce -1.0% 40,657 $6.7M
Fairvoy Private Wealth, LLC 1.32% Reduce -1.4% 39,779 $6.5M
Texas Capital Bank Wealth Management Services Inc 0.35% Reduce -1.1% 39,632 $6.5M
Concurrent Investment Advisors, LLC 0.06% Add +12.7% 39,596 $6.5M
GeoWealth Management, LLC 0.20% Reduce -2.6% 39,552 $6.5M
Ridgecrest Wealth Partners, LLC 3.13% Reduce -1.3% 39,536 $6.5M
Flputnam Investment Management Co. 0.08% Reduce -1.2% 39,553 $6.5M
Capital Advisors, Ltd. LLC 0.65% Reduce -0.1% 39,211 $6.4M
Aspiriant, LLC 0.16% Reduce -2.8% 39,120 $6.4M
Dakota Wealth Management 0.12% Reduce -6.6% 39,039 $6.4M
Wealth Management Associates, Inc. 1.76% Add +0.4% 38,772 $6.4M
Greenwood Gearhart LLC 0.29% Reduce -2.0% 38,546 $6.3M
US Bancorp \de 0.01% Add +12.3% 38,409 $6.3M
Harbour Investments, Inc. 0.08% Reduce -4.9% 38,226 $6.3M
Glen Eagle Advisors, LLC 0.79% Add +1.0% 38,217 $6.3M
VestGen Advisors, LLC 0.18% Reduce -0.1% 38,110 $6.3M
Prasad Wealth Partners, LLC 1.50% Reduce -44.5% 37,896 $6.2M
MBA Advisors LLC 2.11% Reduce -2.6% 37,805 $6.2M
AlphaCore Capital LLC 0.11% Reduce -10.0% 37,374 $6.1M
Soltis Investment Advisors LLC 0.35% Reduce -0.1% 36,941 $6.1M
GWN Securities Inc. 1.01% Add +2.7% 36,822 $6.0M
Blue Fin Capital, Inc. 0.87% Add +8.0% 36,793 $6.0M
MA Private Wealth 0.89% Reduce -0.2% 36,250 $6.0M
Columbus Macro, LLC 0.58% Reduce -0.3% 36,073 $5.9M
Keystone Financial Group 0.35% Reduce -1.4% 35,806 $5.9M
Bleakley Financial Group, LLC 0.07% Reduce -14.4% 35,663 $5.9M
Prospera Financial Services Inc 0.09% Add +0.6% 35,638 $5.9M
Canandaigua National Bank & Trust Co. 0.48% — 34,851 $5.7M
Vontobel Holding Ltd. 0.02% Reduce -1.6% 34,591 $5.7M
Alliance Wealth Management Group 1.10% Add +16.2% 34,409 $5.7M
IHT Wealth Management, LLC 0.12% Add +10.7% 34,397 $5.7M
Unique Wealth, LLC 0.66% Add +6.0% 34,382 $5.6M
CFS Investment Advisory Services, LLC 0.38% Reduce -0.6% 34,408 $5.6M
NYL Investors LLC 2.15% Add +1.2% 34,157 $5.6M
Bank of Hawaii 0.28% Reduce -17.6% 33,997 $5.6M
Baker Tilly Wealth Management, LLC 1.20% Add +0.0% 33,961 $5.6M
Centerline Wealth Advisors, LLC 1.74% Reduce -1.9% 33,782 $5.5M
Up Strategic Wealth Investment Advisors LLC 3.30% No change 32,902 $5.5M
Fonville Wealth Management LLC 0.91% Reduce -0.3% 33,744 $5.5M
Doliver Advisors, LP 1.25% Add +0.2% 33,682 $5.5M
MorganRosel Wealth Management, LLC 1.86% Add +2.6% 33,616 $5.5M
Fairview Capital Investment Management, LLC 0.29% No change 33,290 $5.5M
Moneta Group Investment Advisors LLC 0.04% Add +2.4% 33,237 $5.5M
Hoxton Planning & Management, LLC 1.40% Reduce -3.3% 32,751 $5.4M
NewEdge Wealth, LLC 0.05% Add +7.2% 32,540 $5.3M
GSG Advisors LLC 1.17% Add +3.4% 32,363 $5.3M
Connecticut Capital Management Group, LLC 4.25% Add +7.2% 32,142 $5.3M
RW Investment Management LLC 0.46% Reduce -2.0% 31,876 $5.2M
Shepherd Street Advisors LLC 4.57% No change 31,463 $5.2M
Allie Family Office LLC 1.92% Reduce -9.7% 31,896 $5.2M
Belleair Asset Management, LLC 4.30% Reduce -0.4% 31,145 $5.1M
Asset Dedication, LLC 0.32% Add +9.7% 31,019 $5.1M
Aspen Wealth Management LLC 0.86% Add +0.2% 30,991 $5.1M
World Investment Advisors 0.08% Reduce -6.0% 32,951 $5.0M
Legacy Financial Group LLC 0.56% Reduce -18.4% 30,512 $5.0M
Claro Advisors Inc. 0.52% Reduce -0.6% 30,427 $5.0M
TFO Wealth Partners, LLC 0.54% Add +0.1% 30,389 $5.0M
SmartHarvest Portfolios, LLC 1.61% No change 30,260 $5.0M
Vericrest Private Wealth 4.40% Add +4.0% 30,113 $4.9M
Rf&l Wealth Management, LLC 3.34% Add +3.9% 30,006 $4.9M
Dorsey & Whitney Trust CO LLC 0.24% Add +12.2% 29,926 $4.9M
Brown Advisory Inc. 0.01% Add +27.2% 29,438 $4.8M
Able Wealth Management LLC 1.10% Add +0.9% 29,295 $4.8M
Symphony Financial Services, Inc. 2.16% Reduce -0.5% 29,291 $4.8M
Sigma Investment Counselors Inc. 0.23% Add +0.1% 29,213 $4.8M
Formulate Financial LLC 4.95% Add +3.1% 28,621 $4.7M
TD Private Client Wealth LLC 0.09% Add +8.4% 28,564 $4.7M
Strategic Blueprint, LLC 0.23% Reduce -2.9% 28,560 $4.7M
Forte Asset Management LLC 1.91% Add +0.8% 28,514 $4.7M
Private Trust Co. NA 0.37% Add +6.2% 28,487 $4.7M
Atria Investments, Inc 0.05% Add +790.8% 28,478 $4.7M
Endeavor Private Wealth, Inc. 1.12% Reduce -11.0% 28,010 $4.6M
Montecito Bank & Trust 0.69% Reduce -3.8% 27,890 $4.6M
Joel Isaacson & Co., LLC 0.13% Add +0.3% 27,251 $4.5M
Segment Wealth Management, LLC 0.23% Add +0.0% 27,237 $4.5M
Summit Investment Advisory Services, LLC 1.11% Add +0.1% 26,860 $4.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Add +7.8% 26,857 $4.4M
Voisard Asset Management Group, Inc. 0.83% Reduce -0.3% 26,735 $4.4M
AE Wealth Management LLC 0.02% Add +8.3% 26,715 $4.4M
TFC Financial Management, Inc. 0.49% Add +4.0% 26,677 $4.4M
JSF Financial, LLC 0.70% Reduce -0.1% 26,617 $4.4M
Glass Jacobson Investment Advisors llc 1.34% Add +7.5% 26,195 $4.3M
Curat Global, LLC 3.51% Add +4.6% 26,494 $4.3M
Diversify Advisory Services, LLC 0.07% New 26,371 $4.3M
Diversify Wealth Management, LLC 0.07% Add +11.7% 26,371 $4.3M
ShoreHaven Wealth Partners, LLC 1.34% Add +0.3% 25,982 $4.3M
Sentinel Pension Advisors, LLC 0.56% Reduce -11.3% 26,054 $4.2M
Carrera Capital Advisors 0.63% Add +5.4% 25,773 $4.2M
Laurel Oak Wealth Management, LLC 0.62% Add +70.9% 25,761 $4.2M
First National Bank & Trust Co. of Newtown 0.86% Add +34.8% 25,789 $4.2M
RFG Advisory, LLC 0.07% Reduce -13.6% 25,498 $4.2M
Dynamic Advisor Solutions LLC 0.12% Add +29.7% 25,482 $4.2M
Samalin Investment Counsel, LLC 1.34% Reduce -0.7% 25,349 $4.2M
Oxford Financial Group, LTD. LLC 0.21% No change 25,259 $4.1M
Choate Investment Advisors 0.07% No change 25,243 $4.1M
Savvy Advisors, Inc. 0.09% Add +1.4% 25,202 $4.1M
Alta Wealth Advisors LLC 1.12% Reduce -7.0% 25,119 $4.1M
Nepc LLC 0.08% No change 25,076 $4.1M
Vanguard Advisers Inc. 0.01% Reduce -0.8% 24,934 $4.1M
N.E.W. Advisory Services LLC 0.27% Reduce -4.1% 24,859 $4.1M
Silvia McColl Wealth Management, LLC 2.45% No change 24,800 $4.1M
Pinnacle Financial Partners, Inc. 0.03% Reduce -0.2% 24,557 $4.0M
Luminvest Wealth Management LLC 0.93% Add +11.1% 24,361 $4.0M
Rather & Kittrell, Inc. 0.56% Add +0.3% 24,280 $4.0M
Badgley Phelps Wealth Managers, LLC 0.07% Add +0.0% 24,141 $4.0M
Jefferies Financial Group Inc. 0.04% Add +0.8% 24,017 $3.9M
SCS Capital Management LLC 0.04% Reduce 0.0% 23,595 $3.9M
Foster Group, Inc. 0.10% Reduce -0.4% 23,552 $3.9M
Nicholson Meyer Capital Management, Inc. 2.55% Reduce -1.1% 23,285 $3.8M
Valeo Financial Advisors, LLC 0.08% Add +66.5% 23,253 $3.8M
Assetmark, Inc. 0.01% Add +19.6% 23,100 $3.8M
Carr Financial Group Corp 0.87% Add +1.4% 22,944 $3.8M
Climber Capital SA 2.30% Add +4.7% 28,884 $3.8M
Gladstone Institutional Advisory LLC 0.12% Reduce -2.8% 22,865 $3.8M
Bokf, NA 0.05% Add +9.5% 22,844 $3.8M
Mayflower Financial Advisors, LLC 0.32% Add +3.0% 22,796 $3.7M
Tenon Financial LLC 1.20% Add +0.6% 22,685 $3.7M
Rubicon Advisors, GP 2.69% New 22,487 $3.7M
Discipline Wealth Solutions, LLC 0.32% Add +2.2% 22,153 $3.6M
Owl Creek Wealth Partners LLC 1.06% Add +0.3% 22,137 $3.6M
Apollon Financial, LLC 0.43% Add +0.0% 21,887 $3.6M
Mutual Advisors, LLC 0.07% Add +2.9% 21,752 $3.6M
SC&H Financial Advisors, Inc. 0.47% Add +0.2% 21,710 $3.6M
Godfrey Financial Associates, Inc. 2.72% Reduce -2.0% 21,663 $3.6M
M&T Bank Corp 0.01% No change 21,599 $3.5M
BridgePort Financial Solutions, LLC 0.90% Reduce -10.5% 21,454 $3.5M
Signature Resources Capital Management, LLC 1.39% Add +0.1% 21,393 $3.5M
SFG Wealth Management, LLC. 1.26% Reduce -2.2% 21,290 $3.5M
Prosperity Consulting Group, LLC 0.13% Reduce -3.4% 21,220 $3.5M
Tennessee Valley Asset Management Partners 0.38% Add +23.0% 21,089 $3.5M
Integrity Alliance, Llc. 0.11% Add +3.5% 21,066 $3.5M
Citizens Financial Group Inc. 0.04% Add +2.2% 20,971 $3.4M
LaSalle St. Investment Advisors, LLC 0.42% Add +5.3% 20,860 $3.4M
AdvisorNet Financial, Inc 0.16% Add +0.1% 20,742 $3.4M
Bogart Wealth, LLC 0.12% Add +38.9% 20,557 $3.4M
Maltin Wealth Management, Inc. 1.13% Reduce -7.6% 20,543 $3.4M
Kelly Financial Services LLC 0.72% Reduce -4.3% 20,518 $3.4M
Northwest Bancshares, Inc. 0.61% No change 20,513 $3.4M
May Hill Capital, LLC 0.70% Reduce -3.2% 20,509 $3.4M
Drucker Wealth 3.0, LLC 0.53% Reduce -20.9% 20,477 $3.4M
Range Advisory, LLC 0.40% Add +4.0% 20,445 $3.4M
Curi Capital, LLC 0.05% Add +3.1% 20,426 $3.4M
Lauterbach Financial Advisors, LLC 1.43% Reduce -1.7% 20,194 $3.3M
TKG Advisors, LLC 1.15% No change 20,160 $3.3M
Elevation Point Wealth Partners, LLC 0.06% Reduce -5.8% 20,158 $3.3M
Kings Path Partners LLC 0.88% Reduce -16.6% 20,153 $3.3M
WealthCollab, LLC 1.19% No change 20,076 $3.3M
Nuveen, LLC 0.00% New 19,663 $3.2M
Quad-Cities Investment Group, LLC 1.16% Add +0.6% 19,623 $3.2M
Farmers & Merchants Investments Inc. 0.08% Add +0.5% 19,559 $3.2M
Buttonwood Financial Advisors Inc. 0.97% Reduce -2.9% 19,474 $3.2M
Convergence Financial, LLC 0.25% Add +99.7% 19,466 $3.2M
Essex Bank 0.69% No change 19,361 $3.2M
NorthCrest Asset Manangement, LLC 0.08% Add +105.7% 19,071 $3.1M
Snider Financial Group 0.80% Add +0.0% 19,104 $3.1M
Calton & Associates, Inc. 0.46% Reduce -9.6% 19,051 $3.1M
Tranquility Partners, LLC 1.06% Add +0.8% 18,766 $3.1M
One Wealth Advisors, LLC 0.34% Reduce -0.5% 18,744 $3.1M
Financial Architects, LLC 1.45% No change 18,355 $3.0M
Serenus Wealth Advisors, LLC 0.52% Reduce -6.0% 18,136 $3.0M
Altiora Financial Group, LLC 0.47% Add +1.2% 18,130 $3.0M
Venturi Wealth Management, LLC 0.12% Reduce -1.1% 18,129 $3.0M
Sage Financial Group Inc. 0.16% No change 18,108 $3.0M
Insigneo Advisory Services, LLC 0.11% Add +4.1% 18,038 $3.0M
Neuberger Berman Group LLC 0.00% Reduce -0.4% 17,945 $2.9M
B. Riley Wealth Advisors, Inc. 0.16% Reduce -7.0% 18,067 $2.9M
Financial Engines Advisors L.L.C. 0.01% Add +0.1% 17,923 $2.9M
Cascade Financial Partners, LLC 0.26% No change 17,902 $2.9M
Cooper Financial Group 0.24% Reduce -5.8% 17,821 $2.9M
Oppenheimer & Co. Inc. 0.03% Reduce -0.3% 17,819 $2.9M
OpenArc Corporate Advisory, LLC 0.03% Add +18.1% 17,815 $2.9M
Great Point Wealth Advisors, LLC 0.47% Reduce -3.3% 17,809 $2.9M
Cahaba Wealth Management, Inc. 0.18% Reduce -0.0% 17,712 $2.9M
Wealth Group Ltd 0.56% Add +1.2% 17,666 $2.9M
Keel Point, LLC 0.17% No change 17,621 $2.9M
Parkwoods Wealth Partners, LLC 0.46% Add +2.0% 17,613 $2.9M
Mgo One Seven LLC 0.05% Add +15.9% 17,513 $2.9M
Archer Investment Corp 0.55% Add +0.0% 17,378 $2.9M
Morling Financial Advisors, LLC 0.79% No change 17,367 $2.9M
Kingswood Wealth Advisors, LLC 0.11% Reduce -0.6% 17,348 $2.8M
Stratos Wealth Advisors, LLC 0.15% Add +5.9% 17,130 $2.8M
Accredited Investors Inc. 0.12% Add +8.7% 16,910 $2.8M
Midwest Trust Co 0.03% Add +7.4% 16,866 $2.8M
Hamilton Capital, LLC 0.14% Reduce -1.1% 16,842 $2.8M
Asempa Wealth Advisors 2.10% Add +2.9% 16,773 $2.8M
Cardiff Park Advisors, LLC 0.21% Reduce -0.1% 16,763 $2.8M
Two Sigma Securities, LLC 0.24% New 16,703 $2.7M
Asset One Wealth Management LLC 0.29% Reduce -3.0% 16,559 $2.7M
Retirement Planning Group, LLC 0.07% Reduce -19.4% 16,626 $2.7M
Associated Banc-Corp 0.06% Reduce -1.6% 16,553 $2.7M
Csenge Advisory Group 0.11% Add +0.8% 16,489 $2.7M
Pasadena Private Wealth, LLC 0.35% Add +1.3% 16,409 $2.7M
Peak Financial Management, Inc. 0.62% Add +2.0% 16,407 $2.7M
Riverbend Wealth Management, LLC 1.37% Add +0.3% 16,388 $2.7M
Accurate Wealth Management, LLC 0.26% Reduce -27.8% 16,151 $2.7M
Cyndeo Wealth Partners, LLC 0.13% Add +0.7% 16,225 $2.7M
Bouvel Investment Partners, LLC 0.60% Add +12.3% 16,214 $2.7M
Regency Capital Management Inc.\DE 1.05% Reduce -4.8% 16,028 $2.6M
Tempo Wealth, LLC 0.39% Reduce -0.3% 15,878 $2.6M
Keybank National Association 0.01% Add +2.5% 15,691 $2.6M
Cherry Tree Wealth Management, LLC 0.48% Reduce -1.5% 15,634 $2.6M
Walkner Condon Financial Advisors LLC 0.29% Reduce -13.9% 15,575 $2.6M
McGlone Suttner Wealth Management, Inc. 0.30% No change 15,480 $2.5M
CIBC Bancorp USA Inc. 0.00% Reduce -1.4% 15,459 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.0% 15,446 $2.5M
Keystone Financial Group, Inc. 1.33% Reduce -3.1% 15,391 $2.5M
Guidance Point Advisors, LLC 0.54% Reduce -1.2% 15,336 $2.5M
Operose Advisors LLC 0.49% Add +846.8% 15,309 $2.5M
Sowa Financial Group, Inc. 1.16% Reduce -4.1% 15,183 $2.5M
Clark Asset Management, LLC 0.20% Add +14.8% 15,136 $2.5M
Trivium Point Advisory, LLC 0.23% Add +2.5% 15,117 $2.5M
Objective Capital Management, LLC 2.18% Reduce -1.9% 14,920 $2.5M
Signaturefd, LLC 0.03% Add +0.7% 14,757 $2.4M
XY Planning Network, Inc. 0.30% Reduce -1.4% 14,636 $2.4M
Aaron Wealth Advisors LLC 0.12% Reduce -0.5% 14,526 $2.4M
Security Financial Services, INC. 0.33% Reduce -1.4% 14,423 $2.4M
Birch Financial Group, LLC 1.22% Reduce -3.4% 14,417 $2.4M
First Citizens Bank & Trust Co. 0.04% Reduce -17.2% 14,361 $2.4M
Wealth Effects LLC 0.63% Reduce -1.1% 14,296 $2.3M
Sfm, LLC 1.20% New 14,284 $2.3M
Laird Norton Wetherby Trust Company, LLC 0.04% No change 14,147 $2.3M
Icon Wealth Advisors, LLC 0.14% No change 14,139 $2.3M
Traveka Wealth, LLC 0.77% Reduce -0.0% 14,081 $2.3M
Compass Ion Advisors, LLC 0.20% Add +0.0% 14,014 $2.3M
Agf Management Ltd. 0.01% Reduce -2.8% 14,000 $2.3M
Perigon Wealth Management, LLC 0.04% Reduce -27.1% 13,828 $2.3M
Robinson Smith Wealth Advisors LLC 1.35% No change 13,764 $2.3M
Westside Investment Management, Inc. 0.29% Add +7.1% 13,628 $2.2M
Flywheel Private Wealth LLC 1.09% Add +4.7% 13,524 $2.2M
Grey Ledge Advisors, LLC 0.45% Reduce -7.2% 13,507 $2.2M
Hobbs Group Advisors, LLC 0.58% Add +0.0% 13,483 $2.2M
Centerpoint Advisors, LLC 0.63% Reduce -20.7% 13,452 $2.2M
Axxcess Wealth Management, LLC 0.03% New 13,299 $2.2M
Stephenson & Company, Inc. 1.02% No change 13,202 $2.2M
Ameritas Advisory Services, LLC 0.04% Add +730.8% 13,085 $2.1M
Whitcomb & Hess, Inc. 0.46% Add +3.9% 13,068 $2.1M
Three Arch Wealth Management LLC 0.33% No change 13,044 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Reduce -4.4% 13,043 $2.1M
Oak Barrel Wealth Advisory LLC 0.94% — 12,959 $2.1M
Berman McAleer LLC 0.24% Add +0.5% 12,872 $2.1M
Vistica Wealth Advisors, LLC 1.82% Reduce -13.0% 12,819 $2.1M
Parkside Investments, LLC 0.23% Add +2.8% 12,770 $2.1M
Box Hill Private Wealth LLC 1.67% Add +0.3% 12,647 $2.1M
Phillips Financial Management, LLC 0.15% Reduce -11.1% 12,634 $2.1M
D'Orazio & Associates, Inc. 0.24% Add +10.3% 12,554 $2.1M
Cary Street Partners Financial LLC 0.04% Add +26.4% 12,497 $2.1M
My Personal CFO, LLC 0.79% No change 12,287 $2.0M
Weaver Consulting Group 0.41% Reduce -0.3% 12,276 $2.0M
Castleview Partners, LLC 0.88% New 12,233 $2.0M
Gryphon Financial Partners LLC 0.18% Add +0.0% 12,229 $2.0M
ZWJ Investment Counsel Inc. 0.06% Reduce -3.9% 12,206 $2.0M
MN Wealth Advisors, LLC 0.85% Add +7.9% 12,105 $2.0M
Walsh & Associates, LLC 1.62% Add +0.2% 12,074 $2.0M
Palisade Capital Management, LP 0.10% Add +12.4% 12,050 $2.0M
Bill Few Associates, Inc. 0.42% New 12,041 $2.0M
ABLE Financial Group, LLC 0.33% Reduce -4.6% 12,035 $2.0M
Detalus Advisors, LLC 0.38% Reduce -6.6% 12,006 $2.0M
KOM Wealth Management Group, LLC 1.18% Reduce -6.6% 11,887 $2.0M
Pioneer Trust Bank N A 0.44% No change 11,750 $1.9M
Bawa N Mallick Trust 0.62% Add +36.0% 11,692 $1.9M
Ares Financial Consulting, LLC 1.37% Add +0.3% 11,588 $1.9M
MBL Wealth, LLC 0.13% Add +5.0% 11,516 $1.9M
Galvin, Gaustad & Stein, LLC 0.14% Reduce -3.2% 11,493 $1.9M
Cogent Strategic Wealth LLC 1.80% Add +4.6% 11,491 $1.9M
Rosenberg Matthew Hamilton 0.35% Reduce -0.1% 11,480 $1.9M
BlueStem Wealth Partners, LLC 0.19% Reduce -4.8% 11,435 $1.9M
TBH Global Asset Management, LLC 0.34% Add +1.7% 11,354 $1.9M
Westmount Partners, LLC 0.41% Add +3.8% 11,350 $1.9M
Schrum Private Wealth Management LLC 1.90% Reduce -35.9% 13,303 $1.8M
Beacon Financial Advisory LLC 0.36% Reduce -3.5% 11,220 $1.8M
Fiduciary Alliance LLC 0.12% Reduce -36.1% 11,160 $1.8M
Prosperity Planning, Inc. 0.59% Reduce -14.3% 11,102 $1.8M
Crusonia Wealth Advisors LLC 0.30% No change 11,099 $1.8M
ZEGA Investments, LLC 0.30% Reduce -1.4% 10,988 $1.8M
Invst, LLC 0.18% Add +565.0% 10,972 $1.8M
Legacy Advisors, LLC 0.17% No change 10,867 $1.8M
Clarity Asset Management, Inc. 0.87% Add +0.3% 10,856 $1.8M
Caliber Wealth Management, LLC / KS 0.17% Add +1.2% 10,716 $1.8M
Finley Financial, LLC 0.71% Reduce -6.0% 10,670 $1.8M
Tanglewood Legacy Advisors, LLC 0.56% Add +0.2% 10,632 $1.7M
Gateway Wealth Partners, LLC 0.10% Reduce -32.7% 10,628 $1.7M
Marino, Stram & Associates LLC 0.28% No change 10,623 $1.7M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +35.6% 10,589 $1.7M
Advisortrust Partners, LLC 0.59% Add +8.0% 10,587 $1.7M
Clayton Financial Group LLC 0.96% Add +0.2% 10,547 $1.7M
Accelerate Investment Advisors LLC 0.99% Add +4.3% 10,548 $1.7M
Pinnacle Family Advisors, LLC 0.72% Reduce -1.1% 10,482 $1.7M
JDH Wealth Management, LLC 1.05% Reduce -1.1% 10,476 $1.7M
Somerset Trust Co 0.48% No change 10,391 $1.7M
NorthRock Partners, LLC 0.02% Reduce -8.2% 10,350 $1.7M
Smartleaf Asset Management LLC 0.06% No change 10,398 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.11% No change 10,301 $1.7M
Pinnacle Wealth Management Group, Inc. 0.79% Add +5.6% 10,280 $1.7M
Klingman & Associates, LLC 0.07% Reduce -2.0% 10,267 $1.7M
Institute for Wealth Management, LLC. 0.15% Add +12.1% 10,256 $1.7M
Visionary Wealth Advisors 0.07% Add +0.2% 10,246 $1.7M
First Interstate Bank 0.09% Reduce -18.9% 10,168 $1.7M
Signature Wealth Management Partners, LLC 0.78% Add +1.8% 10,160 $1.7M
Index Fund Advisors, Inc. 0.07% No change 10,110 $1.7M
Sovereign Financial Group, Inc. 0.25% Reduce -1.2% 10,085 $1.7M
Commerce Bank 0.01% Add +3.6% 10,083 $1.7M
Private Management Group Inc. 0.04% Add +0.8% 10,075 $1.7M
NorthCoast Asset Management LLC 0.04% Reduce -4.1% 10,071 $1.7M
EPG Wealth Management LLC 0.40% Add +43.1% 10,065 $1.7M
Silver Oak Securities, Incorporated 0.10% Add +3.0% 10,032 $1.6M
Madison Wealth Partners, Inc 0.21% Add +2.7% 10,028 $1.6M
Chicago Capital, LLC 0.04% Add +0.0% 9,962 $1.6M
Level Four Advisory Services, LLC 0.05% Reduce -2.1% 9,814 $1.6M
FourThought Financial Partners, LLC 0.12% Reduce -0.2% 9,796 $1.6M
Keener Financial Planning LLC 0.57% Add +52.1% 9,760 $1.6M
Cahill Financial Advisors Inc. 0.15% Reduce -0.5% 9,753 $1.6M
Elevated Financial Group LLC 0.45% Reduce -16.0% 9,751 $1.6M
D.A. Davidson & Co. 0.01% Reduce -3.3% 9,709 $1.6M
Penobscot Wealth Management 0.42% Reduce -0.6% 9,638 $1.6M
Seaside Wealth Management, Inc. 0.39% No change 9,610 $1.6M
Wolff Wiese Magana LLC 0.72% No change 9,553 $1.6M
Meridian Wealth Partners, LLC 0.19% No change 9,531 $1.6M
JFS Wealth Advisors, LLC 0.08% Add +100.4% 9,483 $1.6M
Wealth Alliance, LLC 0.13% Reduce -6.0% 9,478 $1.6M
Legacy Solutions, LLC 1.26% Add +27.4% 9,463 $1.6M
Almanack Investment Partners, LLC. 0.20% Add +0.5% 9,454 $1.6M
Manning & Napier Advisors LLC 0.02% Add +18.7% 9,521 $1.6M
Aft, Forsyth & Sober, LLC 0.48% No change 10,875 $1.5M
Base Wealth Management LLC 0.72% Add +8.3% 9,412 $1.5M
Patten Group, Inc. 0.24% Reduce -2.1% 9,400 $1.5M
Eagle Bluffs Wealth Management LLC 0.52% Add +2.2% 9,391 $1.5M
Advisors Capital Management, LLC 0.02% Add +15.9% 9,374 $1.5M
Fielder Capital Group LLC 0.33% No change 9,302 $1.5M
Curated Wealth Partners LLC 0.18% No change 9,301 $1.5M
Colter Lewis Investment Partners LLC 0.68% No change 9,284 $1.5M
Sugar Maple Asset Management, LLC 0.98% Reduce -4.2% 9,270 $1.5M
Mather Group, Llc. 0.01% Add +2.7% 9,254 $1.5M
Money Concepts Capital Corp. 0.07% Add +5.6% 9,252 $1.5M
Baring Financial LLC 0.84% Add +0.9% 9,220 $1.5M
Gibson Capital, LLC 0.25% Add +0.0% 9,199 $1.5M
Northstar Financial Companies, Inc. 1.02% Add +0.1% 9,198 $1.5M
Pathway Financial Advisors LLC 0.18% No change 9,200 $1.5M
Focus Financial Network, Inc. 0.05% Reduce -0.1% 9,139 $1.5M
Wellington-Altus USA Inc. 1.07% Reduce -5.9% 10,490 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Reduce -0.7% 9,088 $1.5M
Oakworth Capital, Inc. 0.07% No change 9,066 $1.5M
North Star Asset Management Inc. 0.06% Add +8.2% 9,051 $1.5M
Earned Wealth Advisors, LLC 0.10% Reduce -1.4% 9,045 $1.5M
Robinhood Asset Management, LLC 0.08% Add +18.6% 8,971 $1.5M
Mosaic Family Wealth Partners, LLC 0.10% No change 8,952 $1.5M
Capital Investment Advisors, LLC 0.02% Reduce -1.0% 8,933 $1.5M
Corrado Advisors, LLC 0.67% Add +3.6% 8,925 $1.5M
Ascent Group, LLC 0.04% Reduce -0.6% 8,882 $1.5M
Evernest Financial Advisors, LLC 0.30% No change 8,872 $1.5M
Krilogy Financial LLC 0.04% Add +0.2% 8,863 $1.5M
Mayport, LLC 0.22% No change 8,827 $1.5M
Sprinkle Financial Consultants LLC 0.57% Add +0.2% 8,804 $1.4M
Wedbush Securities Inc. 0.04% Reduce -21.2% 8,741 $1.4M
LexAurum Advisors, LLC 0.17% Reduce -0.8% 8,662 $1.4M
HUB Investment Partners, LLC 0.03% Add +322.8% 8,655 $1.4M
Horst & Graben Wealth Management LLC 0.19% Reduce -0.5% 8,597 $1.4M
Daymark Wealth Partners, LLC 0.03% Add +42.2% 8,568 $1.4M
Human Investing LLC 0.18% Add +1.5% 8,533 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -48.6% 8,502 $1.4M
IFG Advisory, LLC 0.05% New 8,378 $1.4M
Invesco Ltd. 0.00% Reduce -1.1% 8,366 $1.4M
Pacific Capital Wealth Advisors, Inc. 0.21% No change 8,311 $1.4M
Symphony Financial, Ltd. Co. 0.15% Reduce -5.5% 8,356 $1.4M
Advyzon Investment Management, LLC 0.10% Reduce -6.5% 8,185 $1.3M
Atwood & Palmer Inc. 0.07% No change 8,137 $1.3M
Meridian Management Co. 0.30% No change 8,100 $1.3M
First Trust Advisors LP 0.00% Add +0.7% 8,067 $1.3M
Southeast Asset Advisors, LLC 0.13% Reduce -2.1% 8,059 $1.3M
PFG Advisors 0.07% Reduce -64.1% 8,010 $1.3M
Helium Advisors LLC 1.10% Reduce -4.1% 7,999 $1.3M
Rodgers & Associates, LTD 0.12% Reduce -2.2% 7,916 $1.3M
Quantify Chaos Advisors, LLC 3.66% Add +0.9% 7,903 $1.3M
SVB Wealth LLC 0.08% Reduce -1.6% 7,901 $1.3M
Sylvest Advisors, LLC 0.58% Reduce -0.6% 7,871 $1.3M
Avidian Wealth Enterprises, LLC 0.04% Reduce -0.5% 7,859 $1.3M
Russell Investments Group, Ltd. 0.00% Add +7.7% 7,850 $1.3M
Fidelis Capital Partners, LLC 0.07% Reduce -0.2% 7,842 $1.3M
Stonekeep Investments, LLC 0.75% Add +0.1% 7,825 $1.3M
Cypress Wealth Services, LLC 0.16% Add +3.0% 7,781 $1.3M
Leading Edge Financial Planning LLC 0.23% Add +91.6% 7,779 $1.3M
Howe & Rusling Inc. 0.07% Reduce -7.3% 7,759 $1.3M
Wescott Financial Advisory Group, LLC 0.10% Reduce -13.1% 7,757 $1.3M
KLCM Advisors, Inc. 0.10% Add +2.0% 7,720 $1.3M
NWK Group, Inc. 0.39% No change 7,704 $1.3M
Milestone Asset Management, LLC 0.20% Reduce -1.3% 7,693 $1.3M
Genesis Private Wealth, LLC 0.36% Add +0.3% 7,692 $1.3M
Ervin Investment Management, LLC 0.68% Add +2.5% 7,671 $1.3M
Whitaker-Myers Wealth Managers, LTD. 0.21% Reduce -9.8% 7,610 $1.3M
Coldstream Capital Management Inc. 0.02% Reduce -29.8% 7,602 $1.2M
L.K. Benson & Company, P.C. 0.38% Reduce -3.1% 7,599 $1.2M
Atlantic Union Bankshares Corp 0.02% Add +53.2% 7,584 $1.2M
Meridian Wealth Management, LLC 0.04% Add +0.8% 7,553 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +73.0% 7,572 $1.2M
Baker Avenue Asset Management, LP 0.02% Reduce -1.1% 7,521 $1.2M
Patten & Patten Inc. 0.07% No change 7,500 $1.2M
Tidal Investments LLC 0.00% Add +38.6% 7,493 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +68.2% 7,487 $1.2M
IMA Advisory Services, Inc. 0.08% Add +73.4% 7,484 $1.2M
Fiduciary Financial Advisors 0.12% Add +84.6% 7,470 $1.2M
Keystone Wealth Services, LLC 0.23% Add +0.0% 7,432 $1.2M
San Luis Wealth Advisors LLC 0.18% Add +7.0% 7,322 $1.2M
Verdence Capital Advisors LLC 0.06% Reduce -0.0% 7,322 $1.2M
Financial Consulate, Inc. 0.13% Reduce -0.0% 7,290 $1.2M
Rolek Wealth Management LLC 0.67% Add +8.3% 7,251 $1.2M
One Day In July LLC 0.08% New 7,204 $1.2M
TSA Wealth Managment LLC 0.33% Reduce -3.2% 7,194 $1.2M
Tenet Wealth Partners, LLC 0.88% — 7,269 $1.2M
Avalon Trust Co 0.07% Reduce -8.5% 7,146 $1.2M
IFG Advisors, LLC 0.16% Add +0.8% 7,084 $1.2M
Orgel Wealth Management, LLC 0.02% Reduce -12.0% 7,065 $1.2M
Cambient Family Office, LLC 0.14% Add +13.7% 7,045 $1.2M
Ibex Wealth Advisors 0.09% Add +4.8% 7,042 $1.2M
Boston Trust Walden Corp 0.01% Reduce -4.5% 7,034 $1.2M
Cooper/Haims Advisors, LLC 0.50% No change 7,006 $1.2M
Brandywine Oak Private Wealth LLC 0.09% Reduce -1.2% 7,003 $1.2M
RHS Financial, LLC 0.46% Reduce -19.0% 7,000 $1.1M
55 North Private Wealth, LLC 0.23% Add +0.1% 6,995 $1.1M
Windsor Capital Management, LLC 0.30% Reduce -3.5% 6,941 $1.1M
Elevation Wealth Management LLC 0.85% Reduce -0.7% 6,920 $1.1M
Foundry Financial LLC 0.38% Reduce -2.4% 6,907 $1.1M
Capital City Trust Co. 0.23% Reduce -1.3% 6,900 $1.1M
Cadence Wealth Management LLC 0.51% Add +20.5% 6,895 $1.1M
Rialto Wealth Management, LLC 0.22% Add +222.1% 6,893 $1.1M
Albion Financial Group 0.07% No change 6,885 $1.1M
First American Trust, FSB 0.07% Reduce -2.5% 6,863 $1.1M
Advisor OS, LLC 0.08% Add +5.7% 6,846 $1.1M
Global View Capital Management LLC 0.23% Reduce -18.6% 6,779 $1.1M
Zacks Investment Management 0.01% Add +11.3% 6,776 $1.1M
Traynor Capital Management, Inc. 0.05% New 6,767 $1.1M
Chesley Taft & Associates LLC 0.04% Add +3.3% 6,758 $1.1M
MLG Wealth Management DBA Pine Grove Financial Group 0.11% Reduce -5.3% 6,717 $1.1M
HCR Wealth Advisors 0.10% No change 6,716 $1.1M
DMC Group, LLC 0.75% New 6,706 $1.1M
Grange Capital, LLC 1.01% Reduce -7.8% 6,653 $1.1M
SHP Wealth Management 0.08% Add +6.4% 6,649 $1.1M
WealthPlan Investment Management, LLC 0.05% Add +0.2% 6,645 $1.1M
Bond & Devick Financial Network, Inc. 0.27% Add +2.8% 6,613 $1.1M
GHP Investment Advisors, Inc. 0.04% Add +1.4% 6,605 $1.1M
EJMK Ventures LLC 0.49% Add +13.7% 6,604 $1.1M
Soundwatch Capital LLC 0.12% No change 6,604 $1.1M
Aspiring Ventures, LLC 0.29% No change 6,586 $1.1M
Ausdal Financial Partners, Inc. 0.04% Add +35.9% 6,572 $1.1M
Spire Wealth Management 0.03% Add +0.3% 6,559 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.20% Add +0.1% 6,455 $1.1M
WealthShield Partners, LLC 0.16% Reduce -12.1% 6,387 $1.0M
Truefg, LLC 0.24% Add +0.3% 6,379 $1.0M
Outlook Wealth Advisors, LLC 0.23% Add +0.0% 6,371 $1.0M
Winter & Associates, Inc. 0.78% Reduce -18.7% 6,311 $1.0M
Downshift Financial, LLC 0.47% Add +0.0% 6,298 $1.0M
Bison Wealth, LLC 0.10% Add +0.2% 6,266 $1.0M
Annis Gardner Whiting Capital Advisors, LLC 0.16% No change 6,293 $1.0M
Evanson Financial, LLC 0.05% — 6,256 $1.0M
Balentine LLC 0.04% No change 6,243 $1.0M
Fiduciary Advisors, Inc. 0.69% Reduce -3.0% 6,225 $1.0M
Meitav Investment House Ltd. 0.01% New 5,967 $1.0M
Hancock Whitney Corp. 0.02% Add +9.5% 6,182 $1.0M
MSH Capital Advisors LLC 0.18% Add +9.5% 6,178 $1.0M
Retiremitten Financial LLC 0.42% Add +0.0% 6,092 $1.0M
True North Advisors, LLC 0.10% Add +7.0% 6,080 $999K
Calamos Wealth Management LLC 0.03% Reduce -5.4% 6,065 $996K
One Capital Management, LLC 0.03% No change 6,994 $996K
ATLas Financial Planning LLC 0.81% No change 6,050 $994K
Adkins Seale Capital Management LLC 0.88% No change 6,000 $986K
Parsons Capital Management Inc. 0.04% Reduce -0.1% 5,991 $984K
QRG Capital Management, Inc. 0.01% Add +43.1% 5,980 $982K
Bluespring Wealth Management, LLC 0.02% New 5,972 $981K
Roundview Capital LLC 0.05% Add +3.6% 5,971 $981K
Brio Consultants, LLC 0.11% No change 5,969 $981K
Retirement Investment Advisors, Inc. 0.07% Reduce -1.1% 5,971 $980K
SageView Advisory Group, LLC 0.03% Add +0.1% 5,904 $970K
Gemmer Asset Management LLC 0.07% Add +0.2% 5,896 $969K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,894 $967K
Rothschild Wealth LLC 0.08% Add +15.4% 5,882 $966K
Independent Advisor Alliance 0.02% Reduce -86.4% 5,863 $963K
Squarepoint Ops LLC 0.00% New 5,845 $960K
Kintra Wealth, LLC 0.05% Add +138.3% 5,619 $959K
Fisher Asset Management 0.00% Add +41.4% 5,830 $958K
National Bank of Canada 0.00% Add +65.5% 5,920 $958K
KERR FINANCIAL PLANNING Corp 1.07% Reduce -1.3% 5,818 $956K
JHP Wealth Management, LLC 0.78% New 5,806 $954K
Gilliland Jeter Wealth Management LLC 0.25% Add +43.5% 5,801 $953K
WJ Wealth Management, LLC 0.38% Reduce -0.1% 5,800 $953K
Wilkins Miller Wealth Management, LLC 0.52% Reduce -2.6% 5,777 $949K
TD Waterhouse Canada Inc. 0.00% Add +0.1% 5,776 $947K
Larson Financial Group LLC 0.02% Reduce -1.6% 5,755 $945K
Geometric Wealth Advisors 0.10% Add +1.8% 5,742 $943K
Cypress Capital Group 0.09% No change 5,729 $941K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.9% 5,721 $940K
McClarren Financial Advisors, Inc. 0.49% Add +1.4% 5,720 $940K
BCS Wealth Management 0.17% No change 5,695 $936K
Client 1ST Advisory Group, LLC 0.25% No change 5,680 $933K
Basso Capital Management, L.P. 0.23% Add +71.4% 5,678 $933K
Biltmore Family Office, LLC 0.12% No change 5,673 $932K
Sound Stewardship, LLC 0.38% Reduce -1.1% 5,652 $928K
Beckerman Institutional, LLC 0.44% Reduce -2.8% 5,636 $926K
Chapin Davis, Inc. 0.16% Add +0.6% 5,628 $925K
Ofc Financial Planning, LLC 0.81% Add +1.9% 5,584 $917K
Ewa, LLC 0.17% Add +88.0% 5,581 $917K
Wesbanco Bank Inc. 0.02% Add +1.9% 5,569 $915K
Dana Investment Advisors, Inc. 0.02% Reduce -8.7% 5,569 $915K
Nabity-Jensen Investment Management Inc 0.56% No change 5,566 $914K
Davis R M Inc. 0.01% No change 5,560 $913K
5T Wealth, LLC 0.34% Reduce -12.3% 5,549 $912K
Thrive Wealth Management, LLC 0.12% Reduce -0.6% 5,540 $910K
Deutsche Bank AG 0.00% No change 5,500 $903K
Kavar Capital Partners Group, LLC 0.11% Reduce -1.8% 5,497 $903K
Inman Jager Wealth Management, LLC 0.48% Add +0.0% 5,482 $901K
Professional Financial Advisors, LLC 0.16% Reduce -33.8% 5,479 $900K
Main Street Financial Solutions, LLC 0.06% Add +56.4% 5,476 $899K
Pacific Park Financial, Inc. 0.52% Reduce -11.2% 5,466 $898K
Gallagher Fiduciary Advisors, LLC 0.03% Add +15.2% 5,465 $898K
Successful Portfolios LLC 0.42% Add +1.1% 5,412 $896K
Capital Advisors Inc. 0.01% Add +0.4% 5,404 $888K
Watershed Private Wealth LLC 0.25% Reduce -11.4% 5,403 $888K
XML Financial, LLC 0.06% Add +5.2% 5,385 $885K
CGN Advisors LLC 0.06% Reduce -3.6% 5,352 $879K
Optivise Advisory Services LLC 0.45% Reduce -1.8% 5,351 $879K
Whittier Trust Co. 0.01% No change 5,295 $874K
Falcon Wealth Planning 0.06% Add +0.2% 5,313 $873K
Penney Financial, LLC 0.30% No change 5,246 $862K
Aprio Wealth Management, LLC 0.04% Add +97.6% 5,235 $860K
Regal Investment Advisors LLC 0.04% Reduce -9.2% 5,227 $859K
Northeast Investment Management 0.03% No change 5,217 $857K
Tompkins Financial Corp. 0.06% No change 5,160 $848K
WealthBridge Capital Management, LLC 0.17% Add +4.2% 5,112 $840K
VeraBank, N.A. 0.14% Reduce -10.7% 5,094 $837K
KPP Advisory Services LLC 0.11% Add +0.7% 5,079 $834K
Keb Asset Management, LLC 0.14% No change 5,079 $834K
Mainsail Financial Group, LLC 0.28% New 5,062 $832K
Pettinga Financial Advisors LLC 0.13% Add +0.2% 5,042 $828K
Quarry Hill Advisors, LLC 0.32% No change 5,041 $828K
Sharp Wealth Advisory, LLC 0.38% No change 5,025 $825K
Forum Financial Management, LP 0.01% Add +58.4% 4,998 $821K
1834 Investment Advisors Co. 0.09% No change 4,995 $821K
Harbor Investment Advisory, LLC 0.06% Reduce -8.3% 4,978 $818K
Petros Family Wealth, LLC 0.50% Reduce -0.9% 4,973 $817K
DAVENPORT & Co LLC 0.00% Add +5.3% 4,972 $817K
TrustWell Financial Advisors, LLC 0.69% Add +13.4% 4,949 $813K
Waldron Private Wealth LLC 0.03% Reduce -0.5% 4,937 $811K
Florida Trust Wealth Management Co 0.02% Reduce -5.0% 4,932 $810K
Power Wealth Management LLC 0.28% Add +10.6% 4,905 $806K
Poinciana Advisors Group, LLC 0.60% Reduce -3.5% 4,903 $805K
Align Financial, LLC 0.40% No change 4,880 $802K
Opus Financial Solutions LLC 0.64% New 4,870 $800K
Cambridge Financial Group, LLC 0.25% No change 4,850 $797K
Cadent Capital Advisors, LLC 0.16% No change 4,839 $795K
American National Bank & Trust 0.07% No change 4,812 $790K
Traphagen Investment Advisors LLC 0.06% Reduce -14.6% 4,803 $789K
FSM Wealth Advisors, LLC 0.08% No change 4,802 $789K
Arista Wealth Management, LLC 0.09% Reduce -16.5% 4,796 $788K
Brookwood Investment Group LLC 0.09% Reduce -1.2% 4,787 $786K
Adams Wealth Management 0.15% Reduce -9.3% 4,760 $782K
CacheTech Inc. 0.13% Reduce -9.3% 4,760 $782K
River Street Advisors LLC 0.23% Reduce -2.4% 4,746 $780K
Wealth Alliance Advisory Group, LLC 0.11% Add +38.4% 4,740 $779K
Arta Finance Wealth Management LLC 0.33% Add +24.0% 4,735 $778K
Madden Advisory Services, Inc. 0.28% Reduce -3.2% 4,730 $777K
ForthRight Wealth Management, LLC 0.20% Reduce -0.8% 4,669 $767K
Strategies Wealth Advisors, LLC 0.07% Add +24.6% 4,667 $767K
Awm Capital, LLC 0.06% Add +0.2% 4,660 $766K
Tarbox Family Office, Inc. 0.11% Reduce -1.2% 4,656 $765K
Blue Bell Private Wealth Management, LLC 0.10% Reduce -0.5% 4,643 $763K
Hilltop Partners LLC 0.18% No change 4,627 $760K
Financial Alternatives, Inc 0.37% No change 4,610 $757K
CFO4Life Group, LLC 0.10% No change 4,600 $756K
APS Management Group, Inc. 0.58% No change 4,578 $752K
Eaton-Cambridge Inc. 0.21% Add +9.6% 4,565 $750K
Birchcreek Wealth Management, LLC 0.29% Reduce -14.2% 4,554 $748K
Northstar Advisory Group, LLC 0.23% New 4,516 $742K
Noble Wealth Partners LLC 0.64% — 4,515 $742K
West Bancorporation Inc. 0.32% No change 4,513 $741K
Aire Advisors, LLC 0.12% Reduce -2.0% 4,474 $735K
Goldenstone Wealth Management LLC 0.48% Add +140.3% 4,473 $735K
Cambria Investment Management, L.P. 0.04% New 4,440 $729K
Next Level Private LLC 0.14% Add +0.3% 4,423 $727K
German American Bancorp, Inc. 0.05% No change 4,420 $726K
CoreCap Advisors, LLC 0.02% Add +23.1% 4,407 $724K
Salem Investment Counselors Inc. 0.02% No change 4,380 $720K
Zullo Investment Group, Inc. 0.24% Reduce -0.1% 4,360 $716K
Panoramic Investment Advisors, LLC 0.34% Reduce -0.4% 4,357 $716K
Guidance Capital, Inc. 0.15% Add +46.8% 4,338 $714K
Marble Wealth, LLC 0.11% Add +0.3% 4,343 $713K
Integrity Advisory Solutions, LLC 0.07% Add +28.7% 4,322 $710K
C M Bidwell & Associates Ltd. 0.29% No change 4,318 $709K
Benjamin Edwards Inc. 0.01% Add +15.1% 4,303 $707K
Golden State Wealth Management, LLC 0.06% Add +5.7% 4,284 $704K
Nemes Rush Group LLC 0.06% Reduce -13.3% 4,274 $702K
GAMMA Investing LLC 0.03% Reduce -0.4% 4,242 $697K
Waterloo Capital, L.P. 0.04% New 4,231 $695K
Bantamac Capital, LLC 0.49% No change 4,214 $692K
Elevation Wealth Partners, LLC 0.21% Reduce -0.4% 4,209 $691K
First Fiduciary Investment Counsel, Inc. 0.13% Add +72.0% 4,208 $691K
Clear Point Advisors Inc. 0.61% New 4,203 $690K
Arlington Trust Co LLC 0.06% Add +11.3% 4,201 $690K
Qube Research & Technologies Ltd 0.00% Add +61.2% 4,199 $690K
ARS Wealth Advisors Group, LLC 0.05% Add +0.0% 4,181 $687K
VERITY Wealth Advisors 0.41% No change 4,165 $684K
Plante Moran Financial Advisors, LLC 0.03% Reduce -17.7% 4,165 $684K
Exit Wealth Advisors, LLC. 0.31% Reduce -11.7% 4,161 $683K
TCI Wealth Advisors, Inc. 0.03% No change 4,159 $683K
Sharkey, Howes & Javer 0.08% No change 4,148 $681K
Asset Allocation & Management Company, LLC 0.22% No change 4,143 $681K
Integras Partners LLC 0.38% Reduce -1.6% 4,142 $680K
William Howard & Co Financial Advisors Inc 0.53% Add +5.3% 4,139 $680K
GEN Financial Management, INC. 0.41% No change 4,137 $680K
IFC Advisors LLC 0.09% Reduce -0.2% 4,115 $676K
American Trust 0.05% Reduce -5.1% 4,112 $675K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Reduce -0.1% 4,106 $674K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.7% 4,076 $670K
Capital Group Private Client Services, Inc. 0.01% Add +172.9% 4,075 $669K
Sei Investments Co. 0.00% Add +38.0% 4,071 $669K
Magnolia Private Wealth, LLC 0.37% Reduce -58.8% 4,071 $669K
Ayrshire Capital Management LLC 0.31% Add +9.4% 4,029 $662K
Stonebridge Financial Group, LLC 0.05% Reduce -0.6% 4,012 $659K
Faithward Advisors, LLC 0.08% No change 4,004 $658K
First Manhattan Co. Llc. 0.00% Reduce -14.9% 4,002 $657K
Cornerstone Planning, LLC 0.15% Reduce -0.1% 4,002 $657K
Cornerstone Financial Management LLC 0.53% No change 4,000 $657K
Strategic Financial Services, Inc. 0.03% No change 3,988 $655K
Sfmg, LLC 0.04% Reduce -47.6% 3,948 $649K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.9% 3,944 $648K
Trinity Financial Advisors LLC 0.17% Add +7.0% 3,941 $647K
Kickstand Ventures, Llc. 0.12% Add +1.1% 3,938 $647K
PW Nova Financial Services LLC 0.14% No change 3,933 $646K
Eq LLC 0.16% Add +0.0% 3,933 $646K
Stone Summit Wealth LLC 0.16% Add +1.2% 3,915 $643K
GC Wealth Management RIA, LLC 0.04% Reduce -22.0% 3,915 $643K
Cooke Wealth Management, LLC 0.53% Reduce -27.0% 3,910 $642K
CX Institutional 0.02% Reduce -0.4% 3,905 $641K
Kiley Juergens Wealth Management, LLC 0.10% Add +0.6% 3,888 $639K
NTV Asset Management LLC 0.06% Add +5.0% 3,880 $637K
Frisch Financial Group, Inc. 0.11% No change 3,873 $636K
Milestone Asset Management Group, LLC 0.32% Add +0.1% 3,847 $632K
Tradewinds Capital Management, LLC 0.11% No change 3,847 $632K
Pinnacle Associates Ltd. 0.01% Add +9.3% 3,838 $630K
Wealthcare Capital Partners, LLC 0.26% Add +11.4% 3,828 $629K
Farnam Financial LLC 0.46% No change 3,823 $628K
Confluence Wealth Services, Inc. 0.02% Add +87.0% 3,814 $627K
Twin Peaks Wealth Advisors, LLC 0.14% Add +78.5% 3,809 $626K
Rockwood Wealth Management, LLC 0.04% Add +17.6% 3,801 $624K
Two Sigma Investments, LP 0.00% No change 3,800 $624K
Cullen Investment Group, LTD. 0.08% Add +0.5% 3,793 $623K
Denver Wealth Management, Inc. 0.18% Add +5.7% 3,791 $623K
Rossmore Private Capital 0.05% Reduce -8.5% 3,775 $620K
Cordant, Inc. 0.22% Reduce -0.1% 3,773 $620K
Wetzel Investment Advisors, Inc. 0.21% Reduce -13.8% 3,763 $618K
Comprehensive Financial Planning, Inc. 0.33% Add +0.3% 3,754 $617K
Solidarity Wealth, LLC 0.11% Add +0.2% 3,754 $617K
Aureus Asset Management, LLC 0.04% Add +45.0% 3,716 $610K
Raffa Wealth Management, LLC 0.08% Reduce -26.1% 3,714 $610K
Brown Brothers Harriman & Co. 0.00% No change 3,712 $610K
Culbertson A N & Co. Inc. 0.07% No change 3,695 $607K
UNIVEST FINANCIAL Corp 0.03% Reduce -2.6% 3,693 $607K
Sovran Advisors, LLC 0.04% No change 3,715 $604K
Financial Strategies Group, Inc. 0.10% Reduce -10.2% 3,673 $603K
McNaughton Wealth Management, LLC 0.21% Reduce -3.7% 3,662 $602K
Carl P. Sherr & Co., LLC 0.25% Reduce -6.4% 3,659 $601K
JT Stratford LLC 0.07% New 3,657 $601K
Harbor Group, Inc. 0.07% Reduce -6.6% 3,650 $600K
JMG Financial Group, Ltd. 0.01% No change 3,608 $593K
Piedmont Capital Management, LLC 0.36% No change 3,591 $590K
Cassaday & Co Wealth Management LLC 0.01% Reduce -6.8% 3,584 $589K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.2% 3,583 $589K
Laurel Wealth Advisors LLC 0.06% No change 3,580 $588K
Genesis Wealth Advisors, LLC 0.35% Reduce -7.2% 3,564 $585K
Financial Freedom, LLC 0.27% No change 3,523 $579K
KKM Financial LLC 0.08% No change 3,510 $577K
LPWM LLC 0.13% Reduce -2.2% 3,509 $576K
Latitude Advisors, LLC 0.23% Add +0.3% 3,507 $576K
YANKCOM Partnership 0.21% No change 3,500 $575K
Avid Wealth Partners LLC 0.28% Reduce -3.6% 3,498 $575K
Crewe Advisors LLC 0.04% Add +0.2% 3,488 $573K
Cullen/Frost Bankers, Inc. 0.01% No change 3,471 $570K
Busey Bank 0.01% No change 3,469 $570K
Onyx Bridge Wealth Group LLC 0.05% No change 3,468 $570K
PCM Encore, LLC 0.10% Add +27.0% 3,459 $568K
PGIM Custom Harvest LLC 0.01% Add +1.4% 3,452 $567K
Norden Group LLC 0.05% Reduce -10.1% 3,451 $567K
Fragasso Financial Advisors Inc 0.03% Reduce -2.3% 3,422 $562K
Colonial Trust Co / SC 0.07% Reduce -3.8% 3,421 $562K
W.H. Cornerstone Investments Inc. 0.32% Add +0.3% 3,418 $562K
Echo45 Advisors LLC 0.29% No change 3,409 $560K
AMG National Trust Bank 0.01% Reduce -62.6% 3,409 $560K
Victory Financial Group, LLC 0.06% Add +11.1% 3,404 $559K
MKD Wealth Coaches, LLC 0.48% No change 3,394 $558K
AF Advisors, Inc. 0.27% No change 3,379 $555K
Sunpointe, LLC 0.16% Add +0.2% 3,366 $553K
Lawood & Co. 0.37% Reduce -11.5% 3,359 $552K
Johnson Financial Group, Inc. 0.02% No change 3,357 $551K
Salomon & Ludwin, LLC 0.05% No change 3,351 $550K
Principle Wealth Partners LLC 0.03% Add +0.1% 3,338 $548K
Verus Capital Partners, LLC 0.03% Add +0.0% 3,334 $548K
Level Financial Advisors 0.12% Add +0.1% 3,318 $545K
Wallace Capital Management Inc. 0.06% New 3,300 $542K
National Wealth Management Group, LLC 0.17% Add +0.2% 3,292 $541K
HHM Wealth Advisors, LLC 0.05% Add +143.5% 3,277 $538K
Marietta Wealth Management, LLC 0.05% Add +7.2% 3,245 $533K
Wealth Dimensions Group, Ltd. 0.10% Add +87.1% 3,240 $532K
MJP Associates Inc. 0.06% Add +27.7% 3,239 $532K
Lodestar Private Asset Management LLC 0.05% Reduce -4.8% 3,232 $531K
Norris Perne & French LLP 0.02% No change 3,224 $530K
Hopwood Nicholas Hunter 0.14% Add +0.3% 3,216 $528K
Liberty Wealth Management LLC 0.07% No change 3,701 $527K
Huntington National Bank 0.00% New 3,200 $526K
Townsend Financial Planning, LLC 0.46% Add +0.6% 3,197 $525K
TritonPoint Partners, LLC 0.04% Reduce -34.3% 3,179 $522K
Rik Saylor Financial, Inc. 0.35% Reduce -1.7% 3,179 $522K
ONE Advisory Partners, LLC 0.14% Reduce -0.1% 3,151 $518K
PUREfi Wealth, LLC 0.28% Add +5.7% 3,118 $512K
Avion Wealth 0.09% No change 3,107 $510K
Powerhouse Assets LLC 0.41% No change 3,103 $510K
Childress Capital Advisors, LLC 0.08% No change 3,100 $509K
Strait & Sound Wealth Management LLC 0.18% Reduce -17.0% 3,094 $508K
McGuire Investment Group, LLC 0.04% Add +6.7% 3,071 $504K
Wellspring Financial Advisors, LLC 0.03% Add +0.3% 3,059 $502K
Vicus Capital 0.03% Reduce -6.7% 3,057 $502K
Pioneer Wealth Management Group 0.12% Reduce -23.1% 3,055 $502K
Bauman Advisory Group, LLC 0.27% Reduce -3.9% 3,052 $501K
Cadinha & Co. LLC 0.07% Add +10.1% 3,051 $501K
Inscription Capital, LLC 0.04% Reduce -6.3% 3,046 $500K
Pursue Wealth Partners LLC 0.28% No change 3,045 $500K
Warren Street Wealth Advisors, LLC 0.11% No change 3,043 $500K
Old National Bancorp 0.01% Add +18.6% 3,033 $498K
Radnor Capital Management, LLC 0.07% No change 3,011 $495K
Evergreen Capital Management LLC 0.01% Reduce -1.3% 2,980 $490K
Live Oak Private Wealth LLC 0.06% No change 2,955 $485K
Woodward Financial Advisors, Inc. 0.16% — 2,953 $485K
Miller Capital Partners, Inc. 0.19% Add +3.0% 2,935 $482K
Silverlake Wealth Management LLC 0.09% Reduce -1.0% 2,924 $480K
International Assets Investment Management, LLC 0.03% Add +3.4% 2,921 $479K
Dunhill Financial, LLC 0.10% Add +0.1% 2,915 $479K
Haverford Trust Co 0.00% Reduce -2.1% 2,901 $477K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Reduce -0.6% 2,897 $476K
Vista Capital Partners, Inc. 0.04% Add +0.5% 2,888 $474K
Diversified Trust Co. 0.01% Reduce -9.6% 2,887 $474K
Trust Co. of Toledo NA 0.04% No change 2,881 $473K
W Advisors, LLC 0.21% Add +0.1% 2,878 $473K
Seldon Capital LP 0.15% No change 2,876 $472K
Integrated Wealth Management 0.50% Reduce -2.1% 2,862 $470K
Ameritas Investment Partners, Inc. 0.01% Add +3660.5% 2,858 $469K
Carbahal Olsen Financial Services Group, LLC 0.32% Reduce -2.1% 2,831 $465K
Carnegie Investment Counsel 0.01% Reduce -0.9% 2,826 $464K
Simplicity Wealth,LLC 0.02% Reduce -7.6% 2,824 $464K
Great Waters Wealth Management 0.04% Reduce -2.7% 2,822 $464K
Heartwood Wealth Advisors LLC 0.04% No change 2,809 $461K
Alaethes Wealth, LLC 0.13% No change 2,805 $461K
Tradewinds, LLC. 0.10% Add +3155.8% 54,209 $459K
Planning Alternatives Ltd. 0.05% Add +3.3% 2,790 $458K
Greenhouse Wealth Management, LLC 0.32% Add +0.3% 2,777 $456K
Barnes Pettey Financial Advisors, LLC 0.14% Add +4.6% 2,760 $453K
Indiana Trust & Investment Management Co 0.12% No change 2,758 $453K
Greatmark Investment Partners, Inc. 0.05% Add +0.3% 2,750 $452K
Old Second National Bank of Aurora 0.08% Add +3.4% 2,742 $450K
DecisionMap Wealth Management, LLC 0.25% Add +0.1% 2,738 $450K
Klingenstein Fields & Co. LP 0.02% Reduce -27.2% 2,727 $448K
Capstone Wealth Management, LLC 0.21% Reduce -1.8% 2,717 $446K
Darden Wealth Group Inc 0.18% Reduce -0.7% 2,702 $444K
Sincerus Advisory, LLC 0.30% Add +0.1% 2,701 $444K
Transamerica Financial Advisors, LLC 0.04% Add +1087.7% 2,696 $443K
Sensible Money, LLC 0.12% Add +13.2% 2,672 $439K
Financial Symmetry Inc 0.15% No change 2,666 $438K
Schiavi & Co LLC 0.12% Add +0.9% 2,666 $438K
Compton Financial Group, LLC 0.08% No change 2,645 $434K
Cozad Asset Management Inc. 0.03% Reduce -10.7% 2,630 $432K
BAM Wealth Management, LLC 0.27% Reduce -2.0% 2,629 $432K
Xcelsior Advisor Partners LLC 0.06% Add +29.6% 2,628 $432K
OLIO Financial Planning 0.11% Reduce -7.8% 2,624 $431K
Sterling Investment Advisors LLC 0.19% Reduce -1.0% 2,620 $430K
Ritter Daniher Financial Advisory LLC / DE 0.07% Add +0.4% 2,619 $430K
Oath Planning, LLC 0.32% Reduce -0.8% 2,619 $430K
Collective Family Office LLC 0.09% Reduce -0.5% 2,609 $429K
Douglass Winthrop Advisors, LLC 0.01% No change 2,605 $428K
Integris Wealth Management, LLC 0.09% No change 2,604 $428K
InTrack Investment Management Inc 0.21% No change 2,600 $427K
Davidson Trust Co. 0.17% No change 2,593 $426K
Shepherd Financial Partners LLC 0.04% No change 2,590 $425K
Northstar Group, Inc. 0.06% No change 2,588 $425K
Compass Wealth Management LLC 0.08% New 2,569 $422K
NovaPoint Capital, LLC 0.09% New 2,568 $422K
Sachetta, LLC 0.20% New 2,568 $422K
Entrust Financial LLC 0.27% Add +0.2% 2,544 $418K
Ruggiero Investments, Inc. 0.35% Add +17.4% 2,543 $418K
Barrett & Company, Inc. 0.12% Add +8.5% 2,541 $417K
A4 Wealth Advisors LLC 0.28% Add +5.4% 2,539 $417K
Regions Financial Corp. 0.00% Reduce -8.1% 2,537 $417K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.0% 2,536 $417K
Old Mission Investment Co LLC 0.09% Reduce -6.0% 2,532 $416K
Root Financial Partners, LLC 0.02% Reduce -38.9% 2,519 $414K
Five Oceans Advisors 0.13% Reduce -4.2% 2,514 $413K
Shira Ridge Wealth Management 0.14% Reduce -3.6% 2,505 $411K
Penn Davis McFarland Inc. 0.04% No change 2,500 $411K
Ascent Wealth Partners, LLC 0.04% No change 2,493 $410K
Sound View Wealth Advisors Group, LLC 0.03% No change 2,482 $408K
Atticus Wealth Management, LLC 0.10% Add +0.1% 2,478 $407K
Lanark Financial, Inc. 0.03% Reduce -2.1% 2,476 $407K
Accredited Investor Services, LLC 0.23% Reduce -3.8% 2,474 $406K
Eagle Rock Investment Company, LLC 0.05% No change 2,474 $406K
PFW Advisors LLC 0.12% No change 2,465 $405K
Tidemark, LLC 0.09% Add +6.9% 2,458 $404K
Cedarwood Wealth LLC 0.30% Reduce -0.8% 2,452 $403K
Gradient Investments LLC 0.01% Add +22.3% 2,450 $402K
CRA Financial Services, LLC 0.05% Add +2.8% 2,434 $400K
Gutierrez Wealth Advisory, LLC 0.23% Add +0.3% 2,430 $399K
Castle Rock Wealth Management, LLC 0.08% Add +0.3% 2,428 $398K
Curtis Wealth Management LLC 0.34% Add +8.4% 2,421 $398K
Halbert Hargrove Global Advisors, LLC 0.02% No change 2,412 $396K
ARS Investment Partners, LLC 0.02% No change 2,409 $396K
Prudent Investors Network, Inc. 0.08% No change 2,407 $395K
Carter Financial Group, INC. 0.20% Reduce -3.3% 2,402 $395K
Smithbridge Asset Management Inc. 0.05% No change 2,400 $394K
Tortuga Wealth Management, Inc 0.30% Add +5.6% 2,396 $394K
Burk Holdings LLC 0.14% Add +85.8% 2,382 $391K
Encompass Wealth Advisors, LLC 0.12% Reduce -1.7% 2,374 $390K
Nadler Financial Group, Inc. 0.03% No change 2,372 $390K
Ruggaard & Associates LLC 0.14% Reduce -1.4% 2,367 $389K
Garde Capital, Inc. 0.02% Add +0.0% 2,366 $389K
Cauble & Harre Wealth Management, Inc. 0.31% No change 2,360 $388K
Mengis Capital Management, Inc. 0.06% Add +3.5% 2,358 $387K
Wealthgarden F.S. LLC 0.22% Reduce -0.1% 2,352 $386K
Richards, Merrill & Peterson, Inc. 0.12% No change 2,350 $386K
Mitchell Sinkler & Starr 0.16% No change 2,345 $385K
180 Wealth Advisors, LLC 0.04% Reduce -0.3% 2,339 $384K
Southern Capital Advisors, LLC 0.16% Add +19.2% 2,338 $384K
Appleton Partners Inc. 0.02% Reduce -0.6% 2,339 $384K
Principia Wealth Advisory, LLC 0.19% Reduce -1.7% 2,331 $383K
Perennial Investment Advisors, LLC 0.03% Add +35.7% 2,326 $382K
Occidental Asset Management, LLC 0.04% No change 2,321 $381K
Parcion Private Wealth LLC 0.02% New 2,308 $379K
Selective Wealth Management, Inc. 0.10% Add +0.0% 2,317 $378K
Element Pointe Advisors, LLC 0.06% Reduce -7.3% 2,295 $377K
CV Advisors LLC 0.07% Add +0.2% 2,294 $377K
Myecfo, LLC 0.14% Add +13.0% 2,293 $377K
Cranbrook Wealth Management, LLC 0.07% Reduce -0.7% 2,282 $375K
Crew Capital Management, Ltd 0.20% No change 2,278 $374K
Williams Jones Wealth Management, LLC. 0.00% Reduce -23.5% 2,275 $374K
Conscious Wealth Investments, LLC 0.19% New 2,277 $374K
Donalies Financial Planning, LLC 0.27% Add +0.4% 2,271 $373K
WealthSpring Partners, LLC 0.32% Add +0.1% 2,259 $371K
Osborne Partners Capital Management, LLC 0.02% No change 2,258 $371K
SwitchPoint Financial Planning, LLC 0.21% No change 2,250 $370K
Heartland Bank & Trust Co 0.08% No change 2,247 $369K
HT Partners LLC 0.10% Reduce -8.3% 2,246 $369K
Wealth Quarterback LLC 0.11% Add +28.0% 2,242 $368K
Old North State Trust, LLC 0.19% Add +45.8% 2,237 $367K
Monograph Wealth Advisors, LLC 0.03% No change 2,234 $367K
Trilogy Capital Inc. 0.01% Add +47.5% 2,232 $367K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -59.2% 2,232 $367K
Conservest Capital Advisors, Inc. 0.03% New 2,229 $366K
Altfest L J & Co. Inc. 0.04% Add +0.3% 2,225 $366K
Everstar Asset Management, LLC 0.18% Reduce -2.9% 2,222 $365K
CWA Asset Management Group, LLC 0.01% Reduce -10.2% 2,213 $364K
Headinvest, LLC 0.07% No change 2,210 $363K
Hardin Capital Partners, LLC 0.17% Reduce -9.3% 2,206 $363K
G&S Capital LLC 0.11% No change 2,207 $363K
Grove Street Fiduciary, LLC 0.15% No change 2,206 $362K
Proffitt & Goodson Inc. 0.05% Reduce -1.4% 2,206 $362K
TrustBank 0.12% No change 2,202 $362K
Francis Financial, Inc. 0.06% No change 2,199 $361K
Tyche Wealth Partners LLC 0.05% New 2,185 $359K
RKL Wealth Management LLC 0.03% No change 2,171 $357K
Johnson Financial Group, LLC 0.02% Add +35.6% 2,170 $356K
WFA of San Diego, LLC 0.29% Add +13.0% 2,080 $355K
Riverview Trust Co 0.42% No change 2,154 $354K
Valley Forge Investment Consultants Inc. Adv 0.09% New 2,152 $354K
Silver Grove Financial Group, Inc. 0.19% Add +71.5% 2,147 $353K
Texas Yale Capital Corp. 0.01% No change 2,141 $352K
Mason Investment Advisory Services, Inc. 0.01% No change 2,138 $351K
Mason & Associates Inc 0.06% New 2,127 $349K
Indivisible Partners 0.02% New 2,106 $346K
North Star Investment Management Corp. 0.02% Add +0.1% 2,099 $345K
Hibernia Wealth Partners, LLC 0.19% Reduce -47.3% 2,095 $344K
Jacksonville Wealth Management, LLC 0.19% No change 2,083 $342K
Kanawha Capital Management LLC 0.02% No change 2,081 $342K
SkyOak Wealth, LLC 0.06% No change 2,079 $342K
Continuum Advisory, LLC 0.03% Reduce -10.6% 2,073 $341K
Mission Creek Capital Partners, Inc. 0.06% Reduce -39.5% 2,066 $339K
Financial Management Network Inc. 0.05% Add +0.1% 2,082 $339K
Basecamp Wealth Advisors LLC 0.06% No change 2,048 $336K
Daybright Advisory Services, Inc. 0.08% Reduce -6.7% 2,049 $335K
Lantz Financial LLC 0.06% Add +6.9% 2,040 $335K
Integrated Advisors Network LLC 0.02% Add +10.4% 2,033 $334K
Greenwood Capital Associates LLC 0.03% No change 2,029 $333K
Creative Financial Designs Inc. 0.02% Add +0.1% 2,022 $332K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -9.3% 2,022 $332K
Lifestyle Asset Management, Inc. 0.09% Reduce -48.8% 2,015 $331K
Tandem Capital Management Corp. 0.14% No change 2,012 $331K
Mattern Capital Management, LLC 0.04% No change 2,010 $330K
Arcadia Wealth Management, Inc. 0.16% No change 2,008 $330K
Coastal Bridge Advisors, LLC 0.02% No change 2,005 $329K
WealthCare Investment Partners, LLC 0.08% Add +17.1% 2,001 $329K
SVRN Asset Management, LLC 0.17% New 2,000 $329K
Villere St Denis J & Co. LLC 0.04% No change 2,000 $329K
Commonwealth Financial Services, LLC 0.04% No change 1,989 $327K
Triad Wealth Partners, LLC 0.02% Reduce -29.1% 1,965 $326K
WealthTrust Axiom LLC 0.07% No change 1,985 $326K
Argyle Capital Partners, LLC 0.21% Add +1.7% 1,983 $326K
Founders Financial Securities LLC 0.02% Reduce -1.7% 1,981 $325K
First Commonwealth Financial Corp 0.05% Reduce -1.7% 1,977 $325K
Allen Capital Group, LLC 0.03% No change 1,977 $325K
Garrison Point Advisors, LLC 0.13% Reduce -6.4% 1,973 $324K
Smith Salley Wealth Management 0.01% No change 1,966 $323K
Crumly & Associates Inc. 0.06% No change 1,965 $323K
Next Level Wealth Planning, LLC 0.14% Add +0.1% 1,955 $321K
Beese Fulmer Investment Management, Inc. 0.02% Add +3.5% 1,948 $320K
Turn8 Private Wealth Inc. 0.21% Reduce -33.6% 1,928 $317K
Key Financial Inc 0.05% No change 1,913 $314K
Westchester Capital Management, Inc. 0.06% No change 1,912 $314K
Carmel Capital Partners, LLC 0.10% No change 1,908 $313K
Miller Financial Services LLC 0.25% Add +0.2% 1,906 $313K
Colton Groome Financial Advisors, LLC 0.08% No change 1,905 $313K
Axecap Investments, LLC 0.17% New 1,903 $313K
Goelzer Investment Management, Inc. 0.01% No change 1,898 $312K
Edgestream Partners, L.P. 0.01% Reduce -55.2% 1,897 $312K
Beacon Capital Management, LLC 0.05% Add +1.2% 1,897 $312K
Eagle Strategies LLC 0.03% Reduce -0.3% 1,891 $311K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -15.5% 1,875 $308K
Linscomb Wealth, Inc. 0.01% Reduce -8.6% 1,874 $308K
MW Advisory, LLC 0.12% — 1,873 $308K
MidFirst Bank 0.02% No change 1,863 $306K
Centurion Wealth Management LLC 0.07% Reduce -32.2% 1,855 $305K
Passive Capital Management, LLC. 0.10% No change 2,048 $305K
WJ Financial Advisors LLC 0.22% No change 1,847 $303K
Stirlingshire Investments, Inc. 0.22% New 1,846 $303K
Sowell Financial Services LLC 0.01% Add +5.0% 1,844 $303K
Nottingham Advisors, Inc. 0.04% Reduce -0.5% 1,861 $303K
Vigil Wealth Management, LLC 0.22% Add +0.3% 1,843 $303K
Bell Bank 0.01% Add +14.1% 1,839 $302K
Randolph Co Inc 0.03% New 1,838 $302K
Colonial Trust Advisors 0.02% No change 1,825 $300K
Defined Wealth Management, LLC 0.15% No change 1,817 $298K
Ignite Planners, LLC 0.04% No change 1,813 $298K
Planning Directions Inc. 0.14% Add +0.2% 1,800 $296K
Rathbones Group PLC 0.00% No change 1,800 $296K
Bridges Investment Management Inc. 0.00% New 1,785 $293K
Jackson, Grant Investment Advisers, Inc. 0.09% Add +0.1% 1,780 $292K
Cornerstone Wealth Management, LLC 0.01% Reduce -14.9% 1,776 $292K
Paragon Financial Partners, Inc. 0.16% No change 1,783 $292K
Mayfair Advisory Group, LLC 0.09% No change 1,800 $292K
McDonough Capital Management, Inc 0.15% No change 1,775 $292K
Centennial Bank 0.09% No change 1,773 $291K
RCS Financial Planning, LLC 0.14% Reduce -14.2% 1,771 $291K
Opal Wealth Advisors, LLC 0.06% Add +0.7% 1,767 $290K
EFG International AG 0.01% No change 1,765 $290K
Summit Financial Wealth Advisors, LLC 0.04% No change 1,761 $289K
Pinnacle Financial Group, LLC / IL 0.07% Add +0.1% 1,756 $289K
Allred Capital Management, LLC 0.09% No change 1,753 $288K
Wealth Management Partners, LLC 0.07% No change 1,752 $288K
GatePass Capital, LLC 0.11% Add +12.1% 1,750 $287K
Bailard, Inc. 0.01% No change 1,750 $287K
Acorn Financial Advisory Services Inc. 0.04% Add +11.8% 1,745 $287K
TRB Wealth Management, LLC 0.04% Reduce -47.5% 1,744 $286K
Nova R Wealth, Inc. 0.08% Add +0.1% 1,742 $286K
Clear Wave Wealth Management LLC 0.06% No change 1,741 $286K
Wrenne Financial Planning LLC 0.10% No change 1,738 $286K
McAdam, LLC 0.01% No change 1,735 $285K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,729 $284K
Accel Wealth Management 0.06% No change 1,725 $283K
Glassman Wealth Services 0.03% No change 1,725 $283K
Abundance Wealth Counselors 0.02% New 1,725 $283K
tru Independence LLC 0.12% Add +0.1% 1,718 $282K
McKinley Carter Wealth Services, Inc. 0.01% No change 1,711 $281K
Heritage Investment Group, Inc. 0.04% No change 1,700 $279K
Northern Capital Management, Inc. 0.12% No change 1,696 $279K
BostonPremier Wealth LLC 0.12% Add +0.2% 1,696 $279K
Leavell Investment Management, Inc. 0.01% Reduce -8.0% 1,695 $278K
Center for Financial Planning, Inc. 0.03% No change 1,690 $278K
Scratch Capital LLC 0.14% Reduce -9.2% 1,686 $277K
Firethorn Wealth Partners, LLC 0.09% Reduce -0.8% 1,683 $277K
Greenspring Advisors, LLC 0.02% New 1,681 $276K
Trust Point Inc. 0.02% No change 1,680 $276K
Sound Income Strategies, LLC 0.01% Reduce -2.8% 1,678 $276K
ETF Store, Inc. 0.23% Add +0.2% 1,677 $275K
Retirement Solution LLC 0.05% Add +0.2% 1,676 $275K
Cornerstone Wealth Group, LLC 0.02% Add +1.2% 1,667 $274K
Seven Springs Wealth Group, LLC 0.06% Reduce -0.6% 1,665 $273K
AssuredPartners Investment Advisors, LLC 0.03% New 1,660 $273K
Juncture Wealth Strategies, LLC 0.07% Add +9.7% 1,658 $272K
Sittner & Nelson, LLC 0.09% No change 1,645 $270K
Next Capital Management LLC 0.07% New 1,637 $269K
Eaton Financial Holdings Company, LLC 0.07% Add +0.3% 1,635 $269K
Yarger Wealth Strategies, LLC 0.10% No change 1,619 $268K
Clarity Capital Advisors, LLC 0.11% No change 1,630 $268K
One Degree Advisors Inc 0.06% New 1,633 $267K
Chevy Chase Trust Holdings, LLC 0.00% No change 1,625 $267K
Pinnacle Bancorp, Inc. 0.07% No change 1,624 $267K
Raab & Moskowitz Asset Management LLC 0.05% Reduce -13.2% 1,619 $266K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.09% — 1,618 $266K
Horizon Wealth Management, LLC 0.03% Reduce -23.7% 1,617 $266K
Legacy Edge Advisors, LLC 0.02% No change 1,616 $265K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.1% 1,615 $265K
Quotient Wealth Partners, LLC 0.01% Reduce -17.1% 1,614 $265K
NerdWallet Wealth Partners, LLC 0.09% Add +9.2% 1,613 $265K
Range Financial Group LLC 0.07% Add +2.4% 1,601 $263K
Diversified Management Inc. 0.06% No change 1,600 $263K
Arthur M. Cohen & Associates, LLC 0.04% No change 1,600 $263K
Prevail Innovative Wealth Advisors, LLC 0.04% No change 1,600 $263K
Farringdon Capital, Ltd. 0.13% New 1,598 $263K
Fortune Financial Group, Inc. 0.20% No change 1,587 $261K
Sterling Investment Counsel, LLC 0.06% Add +3.7% 1,586 $261K
Alpha Financial Advisors, LLC 0.07% No change 1,577 $259K
COFG Advisors, LLC 0.04% Add +0.3% 1,565 $257K
Equita Financial Network, Inc. 0.07% No change 1,563 $257K
Fairlight Advisors 0.21% — 1,550 $255K
Global Financial Private Client, LLC 0.07% No change 1,549 $254K
Signal Advisors Wealth, LLC 0.01% Reduce -0.8% 1,547 $254K
Axis Wealth Partners, LLC 0.12% Reduce -31.4% 1,532 $252K
Measured Wealth Private Client Group, LLC 0.06% No change 1,529 $251K
Waterfront Wealth Inc. 0.04% No change 1,517 $251K
Destination Wealth Management 0.01% Reduce -6.1% 1,528 $251K
4J Wealth Management LLC 0.12% Reduce -8.3% 1,525 $251K
Napier Financial, LLC 0.05% No change 1,525 $251K
Horizon Investment Services, LLC 0.07% Add +0.7% 1,513 $249K
Braeburn Wealth Management LLC 0.11% Reduce -1.8% 1,511 $248K
Worth Financial Advisory Group, LLC 0.10% New 1,509 $248K
Lantern Wealth Advisors, LLC 0.11% New 1,505 $247K
Anchor Investment Management, LLC 0.02% Reduce -5.4% 1,502 $247K
Disciplined Investments, LLC 0.08% No change 1,501 $247K
WMS Group LLC 0.32% No change 1,500 $246K
Davis Wealth Advisors, LLC 0.19% Reduce -28.1% 1,500 $246K
LCNB Corp. 0.08% No change 1,500 $246K
Banque Transatlantique SA 0.01% New 1,489 $245K
Founders Financial Alliance, LLC 0.03% Reduce -34.0% 1,486 $244K
Fidelity D & D Bancorp Inc. 0.08% No change 1,482 $243K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -0.9% 1,481 $243K
Griffith & Werner, Inc. 0.11% No change 1,480 $243K
J.E. Simmons & Co., P.C. 0.14% Reduce -0.6% 1,479 $243K
Advisory Solutions Group, LLC 0.08% — 1,478 $243K
Keebeck Wealth Management 0.02% No change 1,477 $243K
Wealth Care LLC 0.20% No change 1,476 $242K
Annex Advisory Services, LLC 0.00% New 1,476 $242K
Clarity Wealth Advisors, LLC 0.04% Reduce -3.9% 1,474 $242K
Fagan Associates, Inc. 0.03% No change 1,462 $240K
Welch & Forbes LLC 0.00% No change 1,456 $239K
Clear Trail Advisors, LLC 0.04% No change 1,453 $239K
TIAA Wealth Investment Management LLC 0.00% Add +262.1% 1,463 $239K
Hantz Financial Services, Inc. 0.00% No change 1,449 $238K
Fulton Breakefield Broenniman LLC 0.01% Reduce -46.4% 1,444 $237K
Buck Wealth Strategies, LLC 0.02% New 1,438 $236K
Frederick Financial Consultants, LLC 0.10% No change 1,438 $236K
Kilter Group LLC 0.09% No change 1,432 $235K
PKS Advisory Services, LLC 0.04% New 1,424 $234K
West Branch Capital LLC 0.05% No change 1,422 $234K
Magnus Financial Group LLC 0.02% Add +0.2% 1,420 $233K
Butensky & Cohen Financial Security, Inc. 0.06% No change 1,408 $231K
Burney Co./ 0.01% New 1,406 $231K
Marco Investment Management LLC 0.02% New 1,403 $230K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -75.2% 1,399 $230K
KWB Wealth 0.02% Add +0.1% 1,396 $229K
Antonelli Financial Advisors, LLC 0.16% New 1,395 $229K
Jackson Square Capital, LLC 0.03% New 1,394 $229K
Torrey-Payne Wealth Management, LLC 0.19% Reduce -2.8% 1,391 $229K
Red Lighthouse Investment Management, LLC 0.07% New 1,389 $228K
First Merchants Corp. 0.01% New 1,389 $228K
Lincoln Capital LLC 0.04% Reduce -7.0% 1,386 $228K
Shared Vision Wealth Group LLC 0.08% New 1,382 $227K
Gallacher Capital Management LLC 0.13% New 1,381 $227K
Community Financial Services Group, LLC 0.03% No change 1,376 $226K
Laraway Financial Advisors Inc 0.14% Reduce -8.3% 1,372 $225K
Alhambra Investment Management LLC 0.10% New 1,371 $225K
Richwood Investment Advisors, LLC 0.16% New 1,366 $224K
Van Diest Capital, LLC 0.20% New 1,365 $224K
Arq Wealth Advisors, LLC 0.03% New 1,367 $224K
Anson Capital, Inc. 0.14% New 1,357 $223K
Quest 10 Wealth Builders, Inc. 0.17% No change 1,356 $223K
Xena Financial Planning, LLC 0.21% New 1,355 $223K
Connecticut Wealth Management, LLC 0.01% New 1,353 $222K
Spartan Wealth Advisory Services LLC 0.02% New 1,351 $222K
Meritas Wealth Management, LLC 0.09% New 1,345 $221K
Sepio Capital, LP 0.01% New 1,345 $221K
Reston Wealth Management LLC 0.06% New 1,345 $221K
Valtinson Bruner Financial Planning LLC 0.06% New 1,341 $220K
Tradition Wealth Management, LLC 0.01% New 1,340 $220K
Ti-Trust, Inc. 0.12% New 1,338 $220K
Bryant Woods Investment Advisors, LLC 0.06% New 1,336 $220K
Citigroup Inc. 0.00% Add +91.4% 1,334 $219K
Independence Bank of Kentucky 0.02% No change 1,331 $219K
BSW Wealth Partners 0.02% New 1,329 $218K
LRI Investments, LLC 0.02% Reduce -22.6% 1,329 $218K
Inspirion Wealth Advisors, LLC 0.02% New 1,325 $217K
Wealthspan Partners, LLC 0.07% New 1,323 $217K
Ellevest, Inc. 0.03% New 1,342 $217K
Commerce Advisors, LLC 0.12% New 1,315 $216K
Adirondack Trust Co. 0.06% No change 1,312 $216K
Natural Investments, LLC 0.05% New 1,311 $215K
Team Hewins, LLC 0.06% Reduce -49.4% 1,308 $215K
Portland Global Advisors LLC 0.02% New 1,306 $215K
Affinity Capital Advisors, LLC 0.03% New 1,299 $214K
Winebrenner Capital Management LLC 0.13% New 1,304 $214K
Silver Lake Advisory, LLC 0.08% New 1,300 $214K
Ipswich Investment Management Co., Inc. 0.05% New 1,300 $214K
DV Trading LLC 0.02% Reduce -88.3% 1,300 $214K
Blalock Williams, LLC 0.14% New 1,299 $213K
Balyasny Asset Management L.P. 0.00% New 1,291 $212K
Burling Wealth Partners, LLC 0.03% New 1,290 $212K
Strathmore Capital Advisors, Inc. 0.06% New 1,290 $212K
Alliance Wealth Advisors, LLC 0.08% New 1,287 $211K
FC Advisory LLC 0.06% Reduce -33.2% 1,281 $210K
Catalyst Financial Partners LLC 0.02% New 1,279 $210K
KCM Investment Advisors LLC 0.01% New 1,278 $210K
New England Private Wealth Advisors LLC 0.02% New 1,293 $209K
Becker Capital Management Inc. 0.01% New 1,270 $209K
OneAscent Wealth Management LLC 0.06% New 1,267 $208K
Platform Technology Partners 0.03% New 1,267 $208K
TrueWealth Advisors, LLC 0.05% New 1,266 $208K
Total Wealth Planning & Management, Inc. 0.15% New 1,261 $207K
Balboa Wealth Partners 0.03% New 1,258 $207K
Trademark Financial Management, LLC 0.08% Reduce -21.2% 1,257 $206K
Members Trust Co 0.01% New 1,253 $206K
Capital Asset Managemnet, LLC 0.46% Reduce -50.8% 1,251 $206K
White Pine Capital LLC 0.05% New 1,251 $206K
Lee Danner & Bass Inc. 0.01% New 1,251 $206K
Park National Corp. 0.01% New 1,250 $205K
Pine Valley Investments Ltd Liability Co 0.01% New 1,249 $205K
David J Yvars Group 0.10% New 1,248 $205K
Johnson Wealth Management, LLC 0.09% New 1,247 $205K
WealthPLAN Partners, LLC 0.04% New 1,241 $204K
Wiser Wealth Management, Inc 0.04% New 1,240 $204K
Tudor Financial Inc. 0.09% Reduce -15.1% 1,239 $203K
Integrity Wealth Solutions LLC 0.08% New 1,238 $203K
Smith, Moore & Co. 0.01% New 1,238 $203K
Peregrine Asset Advisers, Inc. 0.04% New 1,236 $203K
SYM FINANCIAL Corp 0.02% Reduce -1.8% 1,234 $203K
Capstone Wealth Management, Inc. 0.15% New 1,228 $202K
Corsicana & Co. 0.10% Reduce -3.0% 1,224 $201K
HTG Investment Advisors, Inc. 0.05% New 1,223 $201K
Firestone Capital Management 0.04% New 1,223 $201K
Cornerstone Wealth, LLC 0.10% New 1,213 $201K
Virtue Capital Management, LLC 0.03% New 1,221 $201K
Cohalo Advisory LLC 12.12% New 1,219 $200K
Azimuth Capital Investment Management LLC 0.01% New 1,219 $200K
United Community Bank 0.06% No change 1,214 $199K
Millstone Evans Group, LLC 0.11% No change 1,194 $196K
West Financial Advisors, LLC 0.03% No change 1,175 $193K
Steigerwald, Gordon & Koch Inc. 0.02% No change 1,144 $188K
Core Alternative Capital 0.06% No change 1,120 $184K
Pittenger & Anderson Inc. 0.01% Add +9.5% 1,099 $181K
Financial Perspectives, Inc 0.04% Add +0.1% 1,061 $174K
Angeles Wealth Management, LLC 0.01% Add +15.9% 1,043 $171K
Mill Capital Management, LLC 0.01% No change 1,034 $170K
Perkins Coie Trust Co 0.03% No change 1,020 $168K
3Chopt Investment Partners, LLC 0.03% No change 1,000 $164K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.0% 990 $162K
Pacific Center for Financial Services 0.04% No change 985 $162K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 982 $161K
Register Financial Advisors LLC 0.05% Add +0.3% 979 $161K
Decker Retirement Planning Inc. 0.05% New 959 $158K
SouthState Bank Corp 0.01% No change 938 $154K
Investment Counsel Co. of Nevada 0.28% No change 928 $152K
Financial Gravity Companies, Inc. 0.02% — 900 $148K
Ni Acquisitions Company, LLC 0.06% — 890 $146K
St Germain D J Co. Inc. 0.01% No change 858 $141K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 842 $138K
Nvwm, LLC 0.03% Reduce -52.1% 831 $137K
Frazier Financial Advisors, LLC 0.07% Reduce -2.5% 813 $133K
Westend Capital Management, LLC 0.03% Reduce -11.8% 805 $132K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -5.0% 778 $128K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.09% No change 777 $128K
McGuire Capital Advisors Inc. 0.07% Add +0.5% 767 $126K
Rossby Financial, LCC 0.02% Add +4.6% 756 $124K
Glenmede Trust Co. NA 0.00% No change 736 $121K
Your Advocates Ltd., LLP 0.03% No change 727 $119K
Foster Dykema Cabot & Partners, LLC 0.01% Add +0.1% 721 $118K
Duncker Streett & Co. Inc. 0.02% No change 717 $118K
Holos Integrated Wealth LLC 0.05% Reduce -57.6% 709 $116K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 708 $116K
Simplex Trading, LLC 0.00% New 700 $115K
First PREMIER Bank 0.02% No change 686 $113K
Rothschild Investment LLC 0.00% No change 687 $113K
Chapman Financial Group, LLC 0.07% No change 683 $112K
Ballast Advisors LLC 0.03% New 648 $106K
Moisand Fitzgerald Tamayo, LLC 0.01% New 645 $106K
Graney & King, LLC 0.04% Add +855.2% 640 $105K
Signature Equity Partners, LLC 0.05% No change 637 $105K
Meramec Financial Planners, LLC 0.04% No change 638 $103K
Townsend Asset Management Corp. /NC/ 0.03% No change 627 $103K
Synergy Investment Management, LLC 0.02% Reduce -15.5% 612 $100K
Orion Capital Management LLC 0.03% Add +5.9% 612 $100K
Mowery & Schoenfeld Wealth Management, LLC 0.14% Add +50.4% 606 $99K
Eastern Bank 0.00% Reduce -1.1% 605 $99K
Triumph Capital Management 0.02% Reduce -39.9% 601 $99K
CNB Bank 0.04% No change 600 $99K
StrongBox Wealth, LLC 0.03% New 598 $98K
Crews Bank & Trust 0.01% Add +11.1% 589 $97K
Rice Partnership, LLC 0.01% No change 587 $96K
Redwood Park Advisors LLC 0.07% Add +21.8% 586 $96K
Hurley Capital, LLC 0.05% Add +0.3% 580 $95K
Reyes Financial Architecture, Inc. 0.05% Reduce -14.4% 576 $95K
Financial Network Wealth Advisors LLC 0.10% Add +0.5% 574 $94K
Ameriflex Group, Inc. 0.04% Add +17.8% 568 $93K
Pacifica Partners Inc. 0.03% No change 551 $90K
NFSG Corp 0.01% Reduce -3.5% 518 $85K
Trust Co. of Vermont 0.00% — 518 $85K
Prosperity Bancshares Inc 0.06% Reduce -9.4% 512 $84K
MPWM Advisory Solutions, LLC 0.04% No change 510 $84K
LFA - Lugano Financial Advisors SA 0.05% No change 497 $82K
Bay Harbor Wealth Management, LLC 0.02% No change 488 $80K
Ascentis Wealth Management, LLC 0.01% Add +87.9% 481 $79K
Longview Financial Advisors LLC 0.04% No change 480 $79K
Quent Capital, LLC 0.00% No change 479 $79K
SIMA Wealth Partners, LLC 0.06% No change 473 $78K
Tiaa Trust, National Association 0.00% New 454 $75K
Strategic Wealth Partners, Ltd. 0.00% Reduce -2.8% 453 $74K
Copia Wealth Management 0.04% No change 450 $74K
Fairman Group, LLC 0.06% No change 449 $74K
Basepoint Wealth LLC 0.04% Add +0.2% 449 $74K
Breakwater Investment Management 0.02% No change 442 $73K
CBIZ Investment Advisory Services, LLC 0.00% No change 500 $71K
Main Street Group, LTD 0.02% No change 417 $68K
Winch Advisory Services, LLC 0.01% Add +0.2% 416 $68K
Security National Bank of So Dak 0.03% New 412 $68K
Daytona Street Capital LLC 0.05% No change 400 $66K
Regatta Research & Money Management 0.06% — 393 $64K
GoalVest Advisory LLC 0.01% Reduce -9.3% 390 $64K
Key Capital Management, INC 0.03% Reduce -6.1% 387 $64K
United Financial Planning Group LLC 0.03% Reduce -16.6% 387 $64K
SJS Investment Consulting Inc. 0.01% Reduce -19.2% 378 $62K
Valley National Advisers Inc. 0.01% No change 370 $61K
Activest Wealth Management 0.01% No change 355 $58K
Paladin Advisory Group, LLC 0.04% No change 345 $57K
IAG Wealth Partners, LLC 0.01% No change 345 $57K
Capital Investment Counsel, Inc 0.01% No change 342 $56K
Cape Investment Advisory, Inc. 0.01% New 335 $55K
Chesapeake Asset Management LLC 0.04% Reduce -68.4% 333 $55K
Timmons Wealth Management, LLC 0.04% Add +0.3% 321 $53K
Integrity Financial Corp 0.02% No change 310 $51K
JPL Wealth Management, LLC 0.01% No change 304 $50K
First Pacific Financial 0.01% No change 301 $49K
Vanguard National Trust Co 0.00% No change 301 $49K
Concord Wealth Partners 0.01% New 300 $49K
Nova Wealth Management, Inc. 0.03% No change 300 $49K
Pflug Koory, LLC 0.02% No change 296 $49K
Richardson Financial Services Inc. 0.03% Reduce -1.3% 296 $49K
Bravera Wealth 0.02% No change 296 $49K
Wilkerson Advisory Group LLC 0.01% Reduce -0.3% 290 $48K
High Note Wealth, LLC 0.01% No change 283 $46K
Anchor Bay Capital, Inc. 0.02% — 270 $46K
Robbins Farley 0.02% Add +8.3% 275 $45K
Kimelman & Baird, LLC 0.00% No change 269 $44K
Providence Capital Advisors, LLC 0.01% No change 249 $41K
MTM Investment Management, LLC 0.01% New 239 $39K
Trust Co 0.00% No change 231 $38K
Blueline Advisors LLC 0.03% No change 228 $37K
Noble Wealth Management PBC 0.02% No change 227 $37K
Hilltop National Bank 0.01% Add +102.7% 223 $37K
First Command Advisory Services, Inc. 0.00% New 212 $35K
Barnes Dennig Private Wealth Management LLC 0.03% No change 210 $34K
McDonald Partners LLC 0.01% New 208 $34K
Bessemer Group Inc. 0.00% Reduce -94.5% 208 $34K
Financial Life Planners 0.02% Add +0.5% 206 $34K
Greykasell Wealth Strategies, Inc. 0.01% No change 200 $33K
Webster Bank, N. A. 0.00% No change 199 $33K
Park Place Capital Corp 0.01% No change 193 $32K
PFS Partners, LLC 0.01% Add +0.5% 193 $32K
MCF Advisors LLC 0.00% No change 192 $32K
Networth Advisors, LLC 0.02% No change 187 $31K
Kingdom Financial Group LLC. 0.01% No change 187 $31K
Fortitude Family Office, LLC 0.01% Add +0.5% 187 $31K
Essential Partners LLC 0.01% No change 186 $31K
Cornerstone Planning Group LLC 0.00% Reduce -17.0% 185 $30K
Godsey & Gibb, Inc. 0.00% Reduce -5.3% 180 $30K
DHJJ Financial Advisors, Ltd. 0.01% No change 172 $28K
Front Row Advisors LLC 0.01% Reduce -25.8% 167 $28K
Princeton Global Asset Management LLC 0.00% Add +0.6% 172 $28K
Vermillion Wealth Management, Inc. 0.01% Add +0.6% 172 $28K
Valued Wealth Advisors LLC 0.01% No change 162 $27K
Realta Investment Advisors 0.01% No change 159 $26K
Caldwell Sutter Capital, Inc. 0.01% No change 157 $26K
Mb, Levis & Associates, LLC 0.01% Add +0.7% 153 $25K
NBH Bank 0.01% — 151 $25K
Davis Capital Management 0.01% No change 145 $24K
Raleigh Capital Management Inc. 0.01% Add +0.7% 145 $24K
Robinswood Financial LLC 0.01% No change 141 $23K
First Financial Corp. 0.01% No change 140 $23K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -24.6% 138 $23K
GGM Financial LLC 0.01% Add +88.7% 134 $22K
Quaker Wealth Management, LLC 0.01% No change 129 $21K
Vision Retirement, LLC 0.00% No change 119 $20K
Markowski Investments 0.00% — 116 $19K
Cheviot Value Management, LLC 0.00% No change 115 $19K
Dogwood Wealth Management LLC 0.01% New 114 $19K
City State Bank 0.00% No change 112 $18K
Versant Capital Management, Inc 0.00% No change 111 $18K
Advantage Trust Co 0.01% New 108 $18K
Global Trust Asset Management, LLC 0.00% Reduce -28.6% 95 $16K
Investors Portfolio Services LLC 0.01% Add +1.1% 93 $15K
Mosley Wealth Management 0.00% Add +9100.0% 92 $15K
Darwin Wealth Management, LLC 0.00% Add +1.1% 91 $15K
Ulland Investment Advisors, LLC 0.01% No change 85 $14K
Creative Capital Management Investments LLC 0.00% No change 82 $13K
MV Capital Management, Inc. 0.00% No change 81 $13K
1015 Capital Partners, LLC 0.01% New 78 $13K
Flagship Wealth Advisors, LLC 0.00% No change 77 $13K
Evolution Wealth Management Inc. 0.01% Reduce -10.6% 76 $12K
Fourth Dimension Wealth, LLC 0.00% Reduce -54.5% 75 $12K
Mascoma Wealth Management LLC 0.00% No change 74 $12K
New Republic Capital, LLC 0.00% No change 71 $12K
Mark Sheptoff Financial Planning, LLC 0.01% No change 58 $10K
Roxbury Financial LLC 0.01% No change 55 $9K
American Capital Advisory, LLC 0.00% No change 54 $9K
Aventura Private Wealth, LLC 0.00% Reduce -13.8% 50 $8K
ROSS\JOHNSON & Associates LLC 0.13% No change 49 $8K
GW&K Investment Management, LLC 0.00% No change 49 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 48 $8K
Wilmington Savings Fund Society, FSB 0.00% No change 47 $8K
Sims Investment Management, LLC 0.00% New 46 $8K
Woodard & Co. Asset Management Group Inc. 0.00% No change 44 $7K
Timbuktu Capital Management, LLC 0.01% — 43 $7K
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 $5K
Strategic Wealth Advisors LLC 0.00% No change 38 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 30 $5K
Country Trust Bank 0.00% No change 25 $4K
Olistico Wealth, LLC 0.00% No change 22 $4K
Evermay Wealth Management LLC 0.00% New 19 $3K
Ball & Co Wealth Management Inc. 0.00% New 19 $3K
West Paces Advisors Inc. 0.00% No change 18 $3K
VSM Wealth Advisory, LLC 0.00% No change 15 $2K
Compass Financial Management LLC 0.00% — 13 $2K
Topsail Wealth Management, LLC 0.00% No change 12 $2K
Oakmont Advisory Group, LLC 0.00% New 11 $2K
PlanVest Financial, Inc 0.00% No change 10 $2K
Carolina Wealth Advisors, LLC 0.00% No change 10 $2K
Founders Capital Management 0.00% No change 5 $885
Bernard Wealth Management Corp. 0.00% New 5 $822
Richard W. Paul & Associates, LLC 0.00% Reduce -61.5% 5 $821
LM Advisors LLC 0.00% Add +601.2% 2,328 $382
Lodestone Wealth Management LLC 0.00% No change 2 $329
Lloyd Advisory Services, LLC. 0.00% Reduce -99.5% 1 $91

"% 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.