iShares Core S&P 500 ETFIVVETF

13F holders, Q2 2024 (June 30)
3,122holders +37
115new positions
97sold out
7famous investors
$543.85avg. 13F price*

At the end of Q2 2024, 3,122 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 37 from Q1 2024. 115 opened new positions and 97 sold out. The largest holders were BlackRock Inc. ($36.3B), Envestnet Asset Management Inc. ($19.7B) and Northwestern Mutual Wealth Management Co. ($15.5B). 7 famous investors held it, including Ray Dalio (6.0% of Bridgewater Associates's portfolio), Israel Englander (2.8% of Millennium Management's portfolio) and Joel Greenblatt (1.6% of Gotham Asset Management's portfolio).

Company
iShares Core S&P 500 ETF
CUSIP
464287200
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,085Q1 2024Q2 2024: 3,122Q2 2024Q3 2024: 3,209Q3 2024Q4 2024: 3,610Q4 2024Q1 2025: 3,572Q1 2025Q2 2025: 3,624Q2 2025Q3 2025: 3,682Q3 2025Q4 2025: 4,021Q4 2025Q1 2026: 4,007Q1 2026Q2 2026: 4,120Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions115$10.0B
Exits97$1.1B

All 13F filers, Q1 2024 → Q2 2024: 72,772,108 shares bought and 39,900,103 shares sold, net +32,872,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,122 holders

BlackRock Inc. 0.82% Add +4.3% 66,396,707 $36.3B
Envestnet Asset Management Inc. 6.87% Add +21.3% 36,046,952 $19.7B
Northwestern Mutual Wealth Management Co. 15.31% Reduce -12.2% 28,358,435 $15.5B
Marshall Wace, LLP 17.59% Add +34.5% 22,513,000 $12.3B
Morgan Stanley 0.92% Add +13.5% 21,803,577 $11.9B
Creative Planning 12.34% Add +2.5% 21,110,972 $11.6B
JPMorgan Chase & Co. 0.89% Reduce -7.1% 18,737,182 $10.3B
Bank of America Corp. 0.83% Reduce -32.4% 15,894,135 $8.7B
Wells Fargo & Company 2.24% Add +0.2% 15,827,733 $8.7B
PNC Financial Services Group, Inc. 5.40% Reduce -0.3% 14,813,448 $8.1B
Bank of New York Mellon Corp 1.42% Add +1.8% 13,683,639 $7.5B
Goldman Sachs Group Inc. 1.41% Reduce -33.7% 13,158,408 $7.2B
Royal Bank of Canada 1.72% Add +51.5% 13,028,163 $7.1B
Jones Financial Companies LLLP 6.96% Add +223.3% 11,000,233 $6.0B
LPL Financial LLC 2.45% Reduce -1.1% 8,979,164 $4.9B
First Command Advisory Services, Inc. 50.00% Reduce -1.0% 8,805,890 $4.8B
Capula Management Ltd 53.73% New 8,779,044 $4.8B
CI Investments Inc. 17.82% No change 8,269,682 $4.5B
Ameriprise Financial Inc. 1.04% Add +0.8% 7,017,271 $3.8B
Truist Financial Corp. 5.74% Add +0.8% 6,876,318 $3.8B
FMR LLC 0.24% Reduce -29.3% 6,699,649 $3.7B
US Bancorp \de 4.84% Add +0.6% 6,488,593 $3.6B
Millennium Management 2.81% Add +54.8% 6,013,175 $3.3B
Wealth Enhancement Advisory Services, LLC 7.54% Add +6.2% 5,803,570 $3.2B
Northern Trust Corp. 0.51% Add +12.7% 5,556,989 $3.0B
Envestnet Portfolio Solutions, Inc. 9.17% Reduce -5.1% 4,801,599 $2.6B
Alliancebernstein L.P. 0.88% Add +1.0% 4,621,025 $2.5B
Squarepoint Ops LLC 9.08% Add +125.6% 4,400,000 $2.4B
Prudential Financial Inc. 3.56% Add +73.7% 4,338,360 $2.4B
Mariner, LLC 4.52% Add +3.4% 4,263,655 $2.3B
National Pension Service 2.59% Add +5.8% 4,119,355 $2.3B
National Mutual Insurance Federation of Agricultural Cooperatives 19.55% Reduce -0.3% 3,581,847 $2.0B
Asset Management One Co., Ltd. 6.69% Add +0.6% 3,196,711 $1.7B
Captrust Financial Advisors 5.11% New 2,901,068 $1.6B
Raymond James Financial Services Advisors, Inc. 2.22% Add +8.2% 2,853,728 $1.6B
UBS Group AG 0.48% Reduce -4.0% 2,842,622 $1.6B
Commonwealth Equity Services, LLC 2.44% Add +0.6% 2,813,935 $1.5B
Choate Investment Advisors 39.03% Add +2.1% 2,720,128 $1.5B
Keybank National Association 6.05% Reduce -2.5% 2,701,787 $1.5B
Cresset Asset Management, LLC 5.87% Add +5.3% 2,527,868 $1.4B
Wealthspire Advisors, LLC 16.16% Add +4.9% 2,306,113 $1.3B
MML Investors Services, LLC 5.02% Reduce -7.3% 2,270,095 $1.2B
Pathstone Holdings, LLC 5.55% Reduce -1.2% 2,246,988 $1.2B
HighTower Advisors, LLC 1.90% Add +2.1% 2,242,648 $1.2B
Cwm, LLC 5.72% Reduce -15.2% 2,216,956 $1.2B
Cetera Investment Advisers 2.69% Reduce -5.7% 2,137,191 $1.2B
Bridgewater Associates 6.00% Add +0.2% 2,101,534 $1.2B
Schonfeld Strategic Advisors LLC 8.67% New 2,042,404 $1.1B
AIA Group Ltd 29.90% Add +40.5% 1,868,473 $1.0B
Partners Capital Investment Group, LLP 17.26% Add +131.1% 1,863,210 $1.0B
Barings LLC 24.60% Add +5.7% 1,823,862 $1.0B
Greenleaf Trust 9.34% Reduce -0.4% 1,800,210 $985.1M
Avantax Advisory Services, Inc. 7.00% Add +6.0% 1,792,803 $981.1M
Janney Montgomery Scott LLC 2.99% Reduce -7.1% 1,791,566 $980.4M
Cerity Partners LLC 2.65% Add +3.2% 1,786,219 $977.5M
Alberta Investment Management Corp 10.71% Add +27.9% 1,764,372 $965.5M
Park Avenue Securities LLC 11.57% Reduce -11.3% 1,729,329 $946.3M
Fifth Third Bancorp 3.60% Reduce -2.5% 1,728,024 $945.6M
Osaic Holdings, Inc. 2.16% Add +5.7% 1,667,457 $913.0M
Bank of Montreal 0.28% Add +1.0% 1,652,048 $907.1M
Fiduciary Trust Co 12.64% Add +3.0% 1,538,335 $841.8M
Municipal Employees' Retirement System of Michigan 11.18% Reduce -23.4% 1,473,408 $806.3M
Alaska Permanent Fund Corp 11.90% Reduce -20.9% 1,452,084 $803.5M
MAI Capital Management 7.84% Add +6.7% 1,455,023 $796.2M
FIL Ltd 0.78% Add +2.6% 1,446,838 $791.8M
Raymond James & Associates 0.52% Add +7.0% 1,442,415 $789.3M
Jasper Ridge Partners, L.P. 25.02% Reduce -10.8% 1,413,263 $773.4M
M&T Bank Corp 2.63% Reduce -0.8% 1,409,602 $771.4M
Allianz SE 21.76% Add +4.0% 1,353,030 $740.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% New 1,340,937 $733.8M
Neuberger Berman Group LLC 0.60% Add +0.2% 1,335,939 $731.1M
Corient Private Wealth LP 1.26% Reduce -17.1% 1,327,828 $725.3M
Johnson Investment Counsel Inc. 7.62% Add +2.8% 1,321,468 $723.1M
Alesco Advisors, LLC, An ESL Co 23.59% Reduce -1.0% 1,315,351 $719.8M
Element Capital Management LLC 54.14% New 1,275,029 $697.7M
Brown Advisory Inc. 0.90% Add +0.4% 1,264,204 $691.8M
First Hawaiian Bank 23.20% Reduce -13.9% 1,253,623 $686.0M
MKP Capital Management, L.L.C. 56.43% New 1,209,313 $661.8M
Bank of Nova Scotia 1.27% Add +0.0% 1,169,615 $640.0M
Fund Evaluation Group, LLC 39.09% Add +5.4% 1,164,386 $637.2M
Regions Financial Corp. 4.67% Reduce -4.2% 1,123,808 $615.0M
Thrivent Financial for Lutherans 1.24% Reduce -4.0% 1,118,017 $611.8M
Bessemer Group Inc. 1.08% Add +1.1% 1,116,165 $610.8M
United Capital Financial Advisors, LLC 5.17% Reduce -8.2% 1,098,379 $601.1M
BNP Paribas Financial Markets 0.65% Add +51.5% 1,091,341 $597.2M
Schroder Investment Management Group 0.66% Reduce -13.3% 1,080,716 $591.4M
Cambridge Investment Research Advisors, Inc. 2.06% Reduce -0.3% 1,019,348 $557.8M
Comerica Bank 2.31% Reduce -3.2% 1,011,842 $553.7M
National Philanthropic Trust 10.18% Reduce -3.1% 975,463 $533.8M
Principal Financial Group Inc. 0.30% Reduce -2.3% 921,115 $504.1M
Franklin Resources Inc. 0.16% Add +4.5% 920,599 $503.9M
Flputnam Investment Management Co. 9.36% Add +8.5% 911,458 $498.8M
Focus Partners Wealth 1.67% Add +131.6% 907,282 $496.5M
Mirae Asset Global Investments Co., Ltd. 2.39% Add +4.5% 872,753 $479.4M
Tiaa Trust, National Association 1.41% Add +3.8% 837,532 $458.3M
Leith Wheeler Investment Counsel Ltd. 39.24% Add +9.6% 830,248 $454.3M
Waverly Advisors, LLC 8.87% Add +10.7% 826,142 $452.1M
CHURCHILL MANAGEMENT Corp 5.21% Reduce -0.5% 807,575 $441.9M
Bank of Finland 27.10% Add +0.3% 776,498 $424.9M
Allspring Global Investments Holdings, LLC 0.68% Add +0.6% 766,794 $419.6M
Johnson Financial Group, Inc. 20.04% Add +5.3% 755,547 $413.5M
Stifel Financial Corp. 0.47% Reduce -3.6% 755,300 $413.3M
Meiji Yasuda Life Insurance Co 8.15% Add +74.0% 741,533 $405.8M
Swan Global Investments, LLC 19.53% Reduce -3.3% 714,040 $390.7M
NewEdge Advisors, LLC 2.84% Add +10.5% 711,702 $389.5M
Coldstream Capital Management Inc. 9.37% Reduce -0.3% 702,494 $384.4M
Simplify Asset Management Inc. 33.74% Reduce -29.0% 702,365 $384.4M
Rockefeller Capital Management L.P. 1.07% Add +3.0% 688,504 $376.7M
CKW Financial Group 47.89% Add +0.5% 684,407 $375.3M
Provida Pension Fund Administrator 9.37% Reduce -6.6% 680,425 $372.1M
Dynasty Wealth Management, LLC 10.60% Add +26.1% 656,898 $359.5M
Adventist Health System/ West 58.26% Reduce -0.1% 653,500 $358.8M
Circle Wealth Management, LLC 8.28% No change 654,325 $358.1M
Mercer Global Advisors Inc. 0.97% Add +3.9% 651,033 $355.6M
Clark Capital Management Group, Inc. 2.60% Reduce -2.0% 646,326 $353.7M
Sigma Investment Counselors Inc. 22.10% Add +2.4% 645,442 $353.2M
Heritage Wealth Advisors 15.94% Reduce -1.9% 645,052 $353.0M
Teacher Retirement System of Texas 2.01% No change 644,046 $352.4M
Parallel Advisors, LLC 8.95% Add +31.0% 637,488 $348.9M
Manufacturers Life Insurance Company, The 0.33% Reduce -3.6% 637,359 $348.8M
RiverFront Investment Group, LLC 9.12% Add +0.6% 624,404 $341.7M
Matson Money. Inc. 11.29% No change 620,081 $339.3M
Baird Financial Group, Inc. 0.70% Reduce -1.0% 616,983 $337.6M
Truepoint, Inc. 9.61% Reduce -0.7% 615,454 $336.8M
Cahaba Wealth Management, Inc. 29.69% Add +1.4% 615,248 $336.7M
Genworth Financial Inc 91.66% No change 601,470 $329.1M
Kestra Advisory Services, LLC 1.82% Add +10.5% 655,327 $324.3M
Charles Schwab Investment Management Inc. 0.06% Reduce -2.7% 582,745 $318.9M
Quotient Wealth Partners, LLC 11.15% Add +13.4% 582,181 $318.6M
Sanctuary Advisors, LLC 2.30% — 619,005 $316.2M
Equitable Holdings, Inc. 3.29% Add +2.3% 572,119 $313.1M
Brown Brothers Harriman & Co. 2.32% Add +19.0% 562,103 $307.6M
UMB Bank, n.a. 4.99% Add +2.1% 556,311 $304.4M
Freestone Capital Holdings, LLC 10.84% Add +1.5% 551,198 $301.6M
JB Capital LLC 18.51% Reduce -10.2% 539,910 $295.5M
Orion Porfolio Solutions, LLC 3.09% Reduce -5.7% 534,354 $292.4M
Orion Portfolio Solutions, LLC 3.09% Reduce -5.7% 534,354 $292.4M
Sun Life Financial Inc. 17.47% Reduce -3.1% 534,012 $292.2M
PKO Investment Management Joint-Stock Co 36.09% Reduce -7.6% 533,830 $292.1M
State Street Corp. 0.01% Reduce -6.5% 524,943 $287.3M
Klingman & Associates, LLC 19.00% Add +2.1% 513,066 $280.8M
Avidian Wealth Enterprises, LLC 13.42% Add +6.6% 508,447 $278.2M
Halbert Hargrove Global Advisors, LLC 16.23% Add +7.7% 505,662 $276.7M
Charter Oak Capital Management, LLC 28.79% Reduce -0.1% 504,175 $275.9M
Tidal Investments LLC 3.79% Add +178.7% 502,552 $275.0M
Legacy Wealth Management, LLC 19.61% Add +1.7% 495,187 $271.0M
Sumitomo Life Insurance Co. 6.17% No change 555,000 $266.6M
Atria Wealth Solutions, Inc. 2.92% Reduce -4.5% 480,635 $263.0M
Hirtle & Co., LLC 13.07% Reduce -0.4% 475,547 $260.2M
Journey Strategic Wealth LLC 10.88% Add +11.2% 467,921 $256.1M
Capstone Investment Advisors, LLC 11.25% Add +19.9% 455,571 $249.3M
LBMC Investment Advisors, LLC 21.14% Reduce -0.9% 445,645 $243.9M
CIBC Private Wealth Group LLC 0.45% Reduce -0.3% 430,736 $240.5M
AMS Capital Ltda 50.04% Add +0.2% 437,234 $239.3M
Clearstead Advisors, LLC 4.07% Add +415.4% 435,343 $238.2M
Moneta Group Investment Advisors LLC 3.80% Reduce -0.8% 435,256 $238.2M
Ashford Advisors, LLC 58.33% Reduce -0.7% 434,313 $237.7M
Korea Investment CORP 0.59% No change 427,041 $233.7M
Fragasso Financial Advisors Inc 18.86% Reduce -2.2% 418,150 $228.8M
Citizens Financial Group Inc. 5.03% Add +16.7% 414,337 $226.7M
Planning Alternatives Ltd. 36.69% Reduce -0.6% 414,074 $226.6M
Nissay Asset Management Corp. /Japan 1.50% No change 413,920 $226.5M
Two Sigma Investments, LP 0.55% Reduce -4.2% 409,600 $224.1M
Aspiriant, LLC 9.10% Add +15.2% 407,828 $223.2M
Orgel Wealth Management, LLC 5.99% Add +13.0% 405,631 $222.0M
Analyst IMS Investment Management Services Ltd. 9.11% No change 405,508 $221.9M
Whittier Trust Co. 3.14% Reduce -1.4% 404,238 $221.2M
Fort Washington Investment Advisors Inc. 1.42% Add +0.4% 399,033 $218.4M
Traphagen Investment Advisors LLC 23.49% Add +1.1% 395,360 $216.4M
Ally Invest Advisors Inc. 20.76% Reduce -0.6% 394,715 $216.0M
Ballentine Partners, LLC 3.92% Reduce -3.5% 387,693 $212.2M
Mitsubishi UFJ Trust & Banking Corp 0.51% Add +10.0% 387,422 $212.0M
Citadel Advisors 0.21% Add +240.8% 386,241 $211.4M
Taiyo Life Insurance Co. 16.86% No change 385,475 $210.9M
Hancock Whitney Corp. 7.12% Add +10.2% 383,340 $209.8M
Midland Wealth Advisors, LLC 12.42% Reduce -1.2% 382,657 $209.4M
Farmers & Merchants Investments Inc. 6.98% Add +1.7% 382,448 $209.3M
Wealthspire Retirement, LLC 17.52% Reduce -0.6% 382,126 $209.1M
Ellenbecker Investment Group 42.09% Add +0.2% 381,898 $209.0M
Blair William & Co. 0.64% Add +3.7% 380,392 $208.2M
Tarbox Family Office, Inc. 36.70% Reduce -1.7% 380,174 $208.0M
Wellspring Financial Advisors, LLC 23.16% Add +29.0% 376,806 $206.2M
Divergent Wealth Advisors 39.61% Reduce -0.9% 374,173 $204.8M
Integrated Wealth Concepts LLC 2.79% Add +2.0% 373,225 $204.2M
Wellington Management Group LLP 0.04% Add +0.3% 371,975 $203.6M
HSBC Holdings PLC 0.13% Add +93.3% 367,862 $201.7M
RKL Wealth Management LLC 19.33% Add +3.7% 366,468 $200.5M
Daido Life Insurance Co. 22.03% No change 351,796 $192.5M
Wolverine Trading, LLC 3.10% Reduce -87.9% 345,451 $189.0M
Steward Partners Investment Advisory, LLC 1.98% Add +2.7% 342,801 $187.6M
Ritholtz Wealth Management 6.17% Add +0.8% 341,819 $187.1M
Haverford Trust Co 1.96% Add +3.6% 339,922 $186.0M
Linscomb Wealth, Inc. 9.54% Reduce -1.9% 336,867 $184.3M
Crestline Management, L.P. 14.38% New 335,000 $183.3M
First Interstate Bank 12.14% Reduce -2.8% 333,996 $182.8M
Steele Capital Management, Inc. 10.14% Add +1.7% 331,975 $181.7M
Sigma Planning Corp 5.73% Reduce -2.4% 330,047 $180.6M
Private Advisor Group, LLC 1.21% Add +6.4% 328,377 $179.7M
Vicus Capital 16.22% Reduce -0.8% 327,867 $179.4M
Lazard Asset Management LLC 0.24% Reduce -2.9% 327,664 $179.3M
Marcum Wealth, LLC 17.67% Add +2.7% 321,877 $176.1M
Banco Bilbao Vizcaya Argentaria, S.A. 1.85% Add +91.4% 321,405 $176.0M
Apexium Financial, LP 12.38% Add +8.0% 316,706 $173.3M
Mason Street Advisors, LLC 22.97% Reduce -46.1% 311,850 $170.7M
Endurance Services Ltd 31.39% No change 307,000 $168.0M
Legacy Private Trust Co. 11.88% Add +0.7% 305,692 $167.3M
Gryphon Financial Partners LLC 24.92% Add +4.2% 304,115 $166.4M
Bangor Savings Bank 16.58% Add +1.6% 302,835 $165.7M
Investment Management Corp of Ontario 4.47% Reduce -14.7% 302,055 $165.3M
NorthCoast Asset Management LLC 1.39% Add +412.9% 297,576 $163.1M
Stratos Wealth Partners, LTD. 2.64% Add +11.7% 297,354 $162.7M
Two Sigma Advisers, LP 0.36% Add +5.8% 294,900 $161.4M
Atria Investments, Inc 2.09% Reduce -15.7% 294,594 $161.2M
TFC Financial Management, Inc. 28.08% Reduce -0.6% 292,510 $160.1M
Fifth Third Wealth Advisors LLC 12.03% Add +70.3% 289,893 $158.6M
Robertson Stephens Wealth Management, LLC 8.27% Add +22.5% 288,893 $158.1M
Beacon Pointe Advisors, LLC 1.87% Reduce -7.4% 288,692 $158.0M
Allstate Corp. 12.80% Add +53.8% 288,264 $157.7M
Vantagepoint Investment Advisers LLC 21.70% Add +1.2% 288,190 $157.7M
Glenview Trust Co 3.16% Add +1.3% 286,780 $156.9M
AE Wealth Management LLC 1.57% Reduce -9.1% 286,610 $156.8M
Cibc World Market Inc. 0.38% Add +68.2% 278,259 $152.3M
3EDGE Asset Management, LP 11.93% Reduce -2.7% 277,785 $152.0M
Gilbert & Cook, Inc. 22.16% Reduce -5.7% 277,090 $151.6M
Foundations Investment Advisors, LLC 3.63% Reduce -4.2% 273,664 $149.8M
Security National Bank 21.67% No change 272,628 $149.2M
Dakota Wealth Management 3.48% Reduce -0.6% 269,667 $147.6M
Monashee Investment Management LLC 19.10% Add +8.3% 267,610 $146.4M
Modera Wealth Management, LLC 2.14% Reduce -0.5% 265,948 $145.5M
True Link Financial Advisors, LLC 13.49% Reduce -0.1% 265,690 $145.4M
Federation des caisses Desjardins du Quebec 0.77% Reduce -6.4% 262,896 $143.8M
Element Pointe Advisors, LLC 36.39% Reduce -1.1% 262,275 $143.5M
Farther Finance Advisors, LLC 6.94% Add +18.9% 261,052 $143.2M
Calamos Wealth Management LLC 7.72% Reduce -4.7% 259,819 $142.2M
Daiwa Securities Group Inc. 0.75% Reduce -13.0% 252,089 $138.0M
Kayne Anderson Rudnick Investment Management LLC 0.34% Add +8.6% 252,189 $137.9M
26North Partners LP 100.00% Add +0.1% 248,837 $136.2M
McNamara Financial Services, Inc. 28.63% Add +7.4% 247,395 $135.4M
Lee Financial Co 21.90% Add +5.1% 245,011 $134.1M
Sfmg, LLC 11.65% Reduce -0.7% 244,749 $133.9M
Spire Wealth Management 4.64% Reduce -13.8% 240,578 $131.5M
First Foundation Advisors 5.01% Add +11.8% 239,376 $131.0M
Ullmann Wealth Partners Group, LLC 18.61% Add +3.0% 238,523 $130.5M
Japan Science & Technology Agency 1.81% No change 238,164 $130.3M
Advisory Services Network, LLC 2.69% Add +5.7% 237,869 $130.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.89% Reduce -3.6% 237,384 $129.9M
Goelzer Investment Management, Inc. 7.26% Add +16.5% 237,099 $129.7M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +44.9% 236,924 $129.7M
Merit Financial Group, LLC 2.84% Add +0.7% 235,413 $128.8M
Sandy Spring Bank 5.63% Add +6.2% 233,391 $127.7M
Bank of Hawaii 5.84% Reduce -3.4% 232,497 $127.2M
Gotham Asset Management 1.63% Add +13.9% 230,671 $126.2M
Mesirow Financial Investment Management, Inc. 2.83% Add +3.7% 229,192 $125.6M
Commerce Bank 0.81% Reduce -1.4% 229,182 $125.4M
Home Federal Bank of Tennessee 38.04% Add +0.4% 228,443 $125.0M
Phillips Financial Management, LLC 10.31% Reduce -0.2% 228,386 $125.0M
Litman Gregory Wealth Management LLC 11.08% Add +1.9% 228,256 $124.9M
Rwa Wealth Partners, LLC 1.64% Add +8.8% 227,358 $124.4M
RPTC Inc. 25.30% Add +2.9% 225,251 $123.3M
OneDigital Investment Advisors LLC 1.54% Reduce -24.6% 224,939 $123.1M
Financial Synergies Wealth Advisors, Inc. 16.58% Reduce -2.7% 224,868 $123.1M
Pegasus Partners Ltd. 12.33% Reduce -0.5% 223,435 $122.3M
FineMark National Bank & Trust 4.47% Add +5.6% 221,788 $121.4M
Retirement Income Solutions, Inc. 29.03% Add +1.1% 219,557 $120.1M
Perigon Wealth Management, LLC 3.48% Add +0.4% 219,142 $119.9M
First Horizon Advisors, Inc. 3.65% Reduce -0.3% 219,122 $119.9M
JNBA Financial Advisors 12.60% Add +28.0% 218,190 $119.4M
Lido Advisors, LLC 0.97% Add +5.3% 214,644 $117.5M
Apollon Wealth Management, LLC 3.58% Add +11.0% 214,636 $117.5M
Icon Wealth Advisors, LLC 10.44% Reduce -10.5% 212,178 $117.4M
B. Riley Wealth Advisors, Inc. 2.97% Reduce -19.5% 213,006 $116.6M
Rezny Wealth Management, Inc. 30.94% Add +8.6% 211,364 $115.7M
Northwestern Mutual Investment Management Company, LLC 2.99% Reduce -40.8% 211,100 $115.5M
Sharkey, Howes & Javer 18.64% Reduce -27.7% 210,810 $115.4M
Mutual Advisors, LLC 3.48% Add +1.3% 210,075 $115.1M
Buckingham Strategic Wealth, LLC 1.19% Reduce -1.5% 209,830 $114.8M
Brookstone Capital Management 1.90% Reduce -8.3% 204,800 $114.7M
Quadrant Capital Group LLC 8.48% Add +1.0% 208,714 $114.2M
Capital Analysts, LLC 4.99% Add +4.1% 206,458 $113.0M
Horan Securities, Inc. 48.49% Add +5.7% 204,949 $112.2M
Principal Securities, Inc. 3.04% Add +5.6% 201,465 $110.2M
BLB&B Advisors, LLC 6.03% Add +1.8% 201,053 $110.0M
Focus Financial Network, Inc. 4.67% Add +5.3% 195,090 $109.3M
Mackenzie Financial Corp. 0.16% Add +23.1% 197,539 $108.1M
Dechtman Wealth Management, LLC 23.81% Add +2.1% 194,705 $106.5M
Bricktown Capital, LLC 21.61% Reduce -29.4% 193,958 $106.1M
Invst, LLC 11.64% Reduce -0.9% 192,355 $105.5M
Montag A & Associates Inc. 5.32% Add +8.6% 192,283 $105.2M
Armstrong Advisory Group, Inc. 9.20% Add +133.5% 189,997 $104.0M
Mandatum Life Insurance Co Ltd 34.76% Add +4.0% 189,661 $103.8M
Prudential PLC 0.72% Reduce -5.6% 189,610 $103.8M
St. Clair Advisors, LLC 33.09% Reduce -0.5% 189,547 $103.7M
D.A. Davidson & Co. 0.91% Add +1.4% 186,967 $102.3M
Wealth Group Ltd 30.90% Add +0.3% 186,911 $102.3M
SVB Wealth LLC 2.53% Reduce -17.4% 186,815 $102.2M
BBR Partners, LLC 8.29% Reduce -0.2% 184,835 $101.1M
Core Wealth Advisors, Inc. 34.37% Add +0.1% 183,294 $100.3M
Qalhat Capital Ltd 54.04% Reduce -6.8% 180,160 $98.6M
Valeo Financial Advisors, LLC 3.05% Reduce -0.9% 178,041 $97.4M
McKinley Carter Wealth Services, Inc. 6.20% Add +2.4% 177,960 $97.4M
Graypoint LLC 6.69% Add +8.1% 176,789 $96.7M
Lowe Brockenbrough & Co. Inc. 6.41% Add +10.2% 176,034 $96.3M
Ssi Investment Management LLC 37.73% Reduce -1.1% 174,267 $95.4M
BSW Wealth Partners 15.57% Add +2.4% 173,395 $94.9M
Satovsky Asset Management LLC 22.77% Reduce -2.1% 173,125 $94.7M
Betterment LLC 0.24% Add +254.9% 172,682 $94.5M
Heck Capital Advisors, LLC 11.75% Add +72.3% 172,642 $94.5M
HB Wealth Management, LLC 1.10% Add +50.3% 172,519 $94.4M
Ferguson Wellman Capital Management, Inc. 1.92% Add +0.2% 172,395 $94.3M
Arvest Trust Co. N A 5.58% Add +10.7% 171,543 $93.9M
Valley Forge Investment Consultants Inc. Adv 35.51% Add +1.9% 171,440 $93.8M
First Commonwealth Financial Corp 23.92% Reduce -1.9% 169,728 $92.9M
Glenmede Trust Co. NA 0.47% Add +3.3% 168,746 $92.3M
Integrated Advisors Network LLC 4.76% Reduce -0.2% 168,570 $92.2M
Unique Wealth, LLC 24.10% Add +0.3% 168,121 $92.0M
Chandler Asset Management, Inc. 18.55% Reduce -0.0% 167,312 $91.6M
Cape Cod Five Cents Savings Bank 8.76% Reduce -3.6% 165,392 $90.5M
AMG National Trust Bank 2.43% Add +25.6% 163,996 $89.7M
Callan Family Office, LLC 17.22% Reduce -4.6% 163,904 $89.7M
Alps Advisors Inc. 0.61% Reduce -2.9% 163,348 $89.4M
Winthrop Advisory Group LLC 11.96% Add +3.2% 160,712 $87.9M
Cisco Systems, Inc. 18.45% No change 160,000 $87.6M
Forvis Mazars Wealth Advisors, LLC 2.17% Reduce -1.6% 158,932 $87.0M
Stock Yards Bank & Trust Co. 2.85% Add +6.6% 157,060 $85.9M
Atlanta Consulting Group Advisors, LLC 18.46% Add +102.4% 156,445 $85.6M
Karpus Management, Inc. 2.40% Reduce -19.3% 155,446 $85.1M
Prime Capital Investment Advisors, LLC 1.25% Add +33.6% 154,617 $84.6M
Crewe Advisors LLC 9.47% Add +7.0% 154,484 $84.5M
Narwhal Capital Management 7.96% Add +2.5% 153,759 $84.1M
Tortoise Investment Management, LLC 9.54% Add +0.8% 152,866 $83.7M
Bryn Mawr Trust Advisors, LLC 4.59% Reduce -4.0% 152,147 $83.3M
Great Lakes Advisors, LLC 0.74% Add +16.3% 151,761 $83.0M
Mizuho Markets Americas LLC 2.29% Add +47.2% 151,676 $83.0M
Spectrum Wealth Counsel, LLC 10.42% Reduce -10.1% 150,421 $82.3M
Susquehanna International Group, LLP 0.14% Add +193.0% 149,153 $81.6M
Whittier Trust Co. of Nevada Inc. 2.27% Reduce -1.4% 149,014 $81.5M
King Wealth Management Group 13.58% Add +0.5% 148,842 $81.5M
Catalyst Financial Partners LLC 17.87% Add +13.7% 148,643 $81.3M
RTD Financial Advisors, Inc. 10.90% Add +0.4% 148,107 $81.0M
Physician Wealth Advisors, Inc. 14.91% Reduce -0.4% 142,487 $80.9M
Morningstar Investment Services LLC 0.87% Add +0.8% 146,216 $80.3M
Courier Capital LLC 6.34% Add +0.0% 145,835 $79.8M
Old National Bancorp 1.87% Add +0.6% 145,147 $79.4M
Ironclad Investments LLC 49.27% No change 143,775 $78.7M
Rhumbline Advisers 0.07% Add +44.7% 143,349 $78.4M
Hantz Financial Services, Inc. 1.49% Reduce -8.7% 141,961 $77.7M
Blue Trust, Inc. 1.06% Add +0.9% 147,169 $77.4M
Geneos Wealth Management Inc. 3.40% Add +9.7% 139,915 $76.6M
Onyx Bridge Wealth Group LLC 12.57% Add +6.2% 139,875 $76.5M
Regal Investment Advisors LLC 5.05% Reduce -2.5% 139,410 $76.3M
Cornerstone Partners Capital Management, LLC 43.30% Reduce -91.9% 139,324 $76.2M
SteelPeak Wealth, LLC 3.60% Reduce -10.2% 139,088 $76.1M
Choreo, LLC 1.27% Add +40.2% 138,197 $75.8M
HWG Holdings LP 27.65% — 137,816 $75.4M
Smith Anglin Financial, LLC 7.61% Add +0.9% 137,537 $75.3M
StoneX Group Inc. 6.02% Add +5.8% 137,516 $75.3M
Arcataur Capital Management LLC 26.80% Reduce -1.8% 137,407 $75.2M
High Falls Advisors, Inc 18.24% Reduce -25.3% 137,198 $75.1M
Wilshire Advisors LLC 37.61% Reduce -2.6% 137,068 $75.0M
MV Capital Management, Inc. 8.38% Add +0.4% 136,213 $74.5M
WealthNavi Inc. 0.94% Add +115.8% 136,074 $74.5M
Requisite Capital Management, LLC 16.87% Add +40.7% 136,054 $74.5M
Divergent Planning, LLC 29.67% Add +2.1% 134,288 $74.4M
Adventist Health System Sunbelt Healthcare Corp. 3.72% Reduce -54.4% 135,551 $74.2M
Townsquare Capital LLC 1.01% Add +0.7% 135,380 $74.1M
Pine Ridge Advisers LLC 7.87% No change 134,921 $73.8M
&partners 3.23% Add +251.8% 133,806 $73.8M
Resonant Capital Advisors, LLC 5.99% Add +5.5% 134,775 $73.8M
Country Trust Bank 1.86% Add +0.3% 134,648 $73.7M
Stone House Investment Management, LLC 18.97% Reduce -8.3% 133,395 $73.0M
Chevy Chase Trust Holdings, LLC 0.23% Reduce -11.8% 133,301 $72.9M
Assetmark, Inc. 0.22% Reduce -81.8% 132,743 $72.6M
Standpoint Asset Management, LLC 16.56% Add +11.9% 132,400 $72.5M
Amtrust Financial Services, Inc. 36.65% No change 131,800 $72.1M
Deutsche Bank AG 0.03% Reduce -2.8% 130,783 $71.6M
Summit Financial Strategies, Inc. 8.89% Reduce -3.6% 130,672 $71.5M
Fiducient Advisors LLC 9.85% Add +34.8% 130,386 $71.4M
Accredited Investors Inc. 4.44% Add +6.1% 130,039 $71.2M
Ritter Daniher Financial Advisory LLC / DE 22.64% Reduce -1.7% 129,812 $71.0M
JSF Financial, LLC 21.72% Reduce -10.1% 129,565 $70.9M
Destination Wealth Management 2.32% Reduce -4.2% 128,470 $70.3M
Pinnacle Associates Ltd. 1.10% Add +1.4% 128,120 $70.1M
Fulton Breakefield Broenniman LLC 5.17% Add +6.8% 127,974 $70.0M
Bridges Investment Management Inc. 1.06% Add +79.1% 127,450 $69.7M
Lineweaver Wealth Advisors, LLC 14.42% Reduce -0.0% 127,152 $69.6M
Gray Private Wealth, LLC 44.58% Add +0.6% 127,115 $69.6M
Advisors Capital Management, LLC 1.21% Add +18.8% 126,519 $69.2M
Wealth Architects, LLC 8.44% Add +0.1% 126,193 $69.1M
Prio Wealth Limited Partnership 2.05% Add +1.0% 125,746 $68.8M
Curi Capital, LLC 1.65% Reduce -4.1% 125,384 $68.6M
Hudock, Inc. 12.73% Add +3.3% 124,803 $68.3M
Amarillo National Bank 12.89% Reduce -7.0% 123,849 $67.8M
Cim Investment Management Inc. 20.86% Reduce -8.4% 123,650 $67.7M
Alaska Permanent Capital Management, LLC 5.78% Add +9.5% 123,719 $67.7M
Cahill Wealth Management, LLC 40.23% Reduce -0.6% 123,267 $67.5M
BOK Financial Private Wealth, Inc. 4.89% Reduce -1.0% 123,088 $67.4M
Ledyard National Bank 6.51% Add +7.4% 122,474 $67.0M
New England Professional Planning Group Inc. 35.00% Reduce -0.9% 121,768 $66.6M
Cardinal Strategic Wealth Guidance 23.97% Reduce -5.7% 121,496 $66.5M
Dynamic Advisor Solutions LLC 2.09% Add +16.1% 121,203 $66.3M
Centerpoint Advisors, LLC 23.74% Add +1.4% 120,383 $65.9M
Vision Capital Management, Inc. 9.67% Reduce -0.4% 118,767 $65.0M
Global Retirement Partners, LLC 2.03% Add +11.3% 118,488 $64.8M
KMG Fiduciary Partners, LLC 6.37% Reduce -1.4% 118,419 $64.8M
Mascoma Wealth Management LLC 17.09% Add +2.4% 117,712 $64.4M
Alternative Investment Advisors, LLC. 36.81% Add +16.6% 117,675 $64.4M
Bokf, NA 1.15% Add +5.7% 117,424 $64.3M
Gries Financial LLC 13.19% Reduce -0.3% 117,184 $64.1M
Janiczek Wealth Management, LLC 13.39% Reduce -5.0% 116,751 $63.9M
Snowden Capital Advisors LLC 1.92% Reduce -15.9% 116,442 $63.7M
LGL Partners, LLC 9.28% Reduce -4.2% 115,950 $63.5M
ESL Trust Services, LLC 15.34% Add +7.2% 115,128 $63.0M
Keebeck Wealth Management 9.24% Reduce -6.3% 115,085 $63.0M
Rafferty Asset Management, LLC 0.23% No change 114,865 $62.9M
Balentine LLC 2.85% Reduce -28.3% 114,746 $62.8M
Well Done, LLC 13.00% Add +1.2% 114,299 $62.5M
Towercrest Capital Management 10.22% Add +3.7% 113,416 $62.1M
Crescent Grove Advisors, LLC 6.79% Add +6.1% 113,277 $62.0M
Harfst & Associates, Inc. 14.34% Add +5.2% 112,465 $61.5M
Avior Wealth Management, LLC 2.62% Add +4.5% 111,442 $61.0M
Stonegate Investment Group, LLC 1.76% Add +12.4% 111,140 $60.8M
Arrowstreet Capital, Limited Partnership 0.05% Add +16.5% 111,103 $60.8M
Lodestar Private Asset Management LLC 8.35% Add +2.1% 110,863 $60.7M
Prosperity Consulting Group, LLC 8.22% Add +7.6% 110,788 $60.6M
Ieq Capital, LLC 0.81% Add +53.2% 110,609 $60.5M
HighMark Wealth Management LLC 36.31% Add +0.8% 110,255 $60.3M
Financial Partners Group, Inc 9.52% Add +1.4% 110,220 $60.3M
West Coast Financial LLC 7.13% Reduce -0.7% 109,899 $60.1M
TD Private Client Wealth LLC 1.88% Add +6.0% 109,231 $59.8M
Nottingham Advisors, Inc. 7.08% Reduce -2.9% 109,171 $59.7M
Smith, Moore & Co. 6.11% Add +2.6% 108,190 $59.2M
PDS Planning, Inc 5.96% Add +2.9% 108,022 $59.1M
Simplicity Wealth,LLC 1.33% Reduce -3.5% 107,697 $58.9M
Rational Advisors, Inc. 5.89% Reduce -1.9% 107,562 $58.9M
Central Pacific Bank - Trust Division 7.26% Add +19.0% 106,261 $58.1M
TCP Asset Management, LLC 14.69% Add +1.8% 106,142 $58.1M
Simon Quick Advisors, LLC 4.09% Add +12.9% 105,783 $57.9M
Conning Inc. 2.17% Reduce -2.0% 105,731 $57.9M
Sowell Financial Services LLC 2.75% Reduce -9.2% 105,131 $57.5M
Allworth Financial LP 0.37% Reduce -2.7% 104,059 $57.4M
Wealth Alliance, LLC 7.41% Reduce -9.2% 104,913 $57.4M
Ameritas Investment Partners, Inc. 1.96% Add +5.8% 104,198 $57.0M
Heritage Investment Group, Inc. 7.80% Add +2.4% 103,813 $56.8M
Wela Strategies, Inc. 26.39% Add +1.0% 103,528 $56.7M
SigFig Wealth Management, LLC 2.13% Reduce -26.8% 103,459 $56.6M
Oppenheimer & Co. Inc. 0.90% Reduce -1.3% 103,301 $56.5M
Ironwood Financial, llc 12.67% Add +0.6% 103,242 $56.5M
Per Stirling Capital Management, LLC. 9.09% Add +4.0% 103,137 $56.4M
Fairhaven Wealth Management, LLC 18.69% Add +4.4% 103,060 $56.4M
Tectonic Advisors LLC 4.07% Add +8.1% 102,698 $56.2M
Grant Street Asset Management, Inc. 17.59% Reduce -0.3% 102,472 $56.1M
Community Bank, N.A. 7.33% Reduce -2.2% 101,820 $55.7M
Stewardship Advisors, LLC 18.41% Reduce -4.1% 101,780 $55.7M
American Century Companies Inc. 0.03% Add +187.0% 101,628 $55.6M
Proathlete Wealth Management LLC 26.32% Add +5.4% 101,580 $55.6M
Country Club Bank 3.84% Add +4.7% 100,639 $55.3M
Bontempo Ohly Capital Mgmt LLC 27.60% Reduce -0.1% 100,900 $55.2M
Sand Hill Global Advisors, LLC 2.50% Reduce -1.8% 100,789 $55.2M
Kovack Advisors, Inc. 6.05% Reduce -32.2% 100,517 $55.0M
Baker Avenue Asset Management, LP 1.87% Add +1.9% 100,438 $55.0M
Mutual of America Capital Management LLC 0.60% Reduce -3.1% 100,288 $54.9M
CX Institutional 2.55% Reduce -0.1% 99,416 $54.4M
Twele Capital Management, Inc. 12.17% Reduce -1.5% 98,080 $53.7M
Parker Investment Management, LLC 8.53% Reduce -7.3% 97,986 $53.6M
Oxford Financial Group, LTD. LLC 3.53% Reduce -2.5% 97,847 $53.5M
Nuveen Asset Management, LLC 0.02% Reduce -9.7% 97,720 $53.5M
Crestmont Private Wealth LLC 25.72% Reduce -5.9% 97,550 $53.4M
Victory Capital Management Inc. 0.05% Reduce -28.1% 96,736 $52.9M
First Citizens Bank & Trust Co. 0.99% Reduce -3.0% 96,063 $52.6M
Droms Strauss Advisors Inc. /Mo/ 18.91% Reduce -3.4% 95,458 $52.2M
Citigroup Inc. 0.05% Add +11.8% 95,115 $52.0M
Swmg, LLC 23.17% Reduce -10.4% 95,112 $52.0M
Wharton Business Group, LLC 2.69% Reduce -0.8% 95,111 $52.0M
Mayflower Financial Advisors, LLC 8.55% Reduce -3.0% 113,775 $52.0M
Strategic Point Investment Advisors, LLC 9.31% Reduce -0.3% 94,936 $52.0M
FFT Wealth Management LLC 4.60% Add +3.8% 94,923 $51.9M
Sequoia Financial Advisors, LLC 0.63% Reduce -1.7% 94,728 $51.8M
Beaumont Financial Advisors, LLC 4.14% Add +1.9% 94,601 $51.8M
Meridian Wealth Advisors, LLC 9.21% Add +2.9% 94,383 $51.6M
Highland Capital Management, LLC 3.03% Reduce -1.5% 93,727 $51.3M
Cliftonlarsonallen Wealth Advisors, LLC 1.10% Reduce -5.3% 93,523 $51.2M
Smithfield Trust Co 2.68% Reduce -1.7% 93,333 $51.1M
Mather Group, Llc. 0.62% Add +7.9% 96,515 $50.7M
DT Investment Partners, LLC 4.49% Add +285.8% 92,619 $50.7M
Keystone Financial Services 20.98% Reduce -20.5% 92,519 $50.6M
IFS Advisors, LLC 42.60% Reduce -1.1% 92,310 $50.5M
Beam Wealth Advisors, Inc. 16.70% Add +268.4% 91,667 $50.2M
Colton Groome Financial Advisors, LLC 19.71% Add +3.7% 91,372 $50.0M
Ameritas Advisory Services, LLC 1.88% Add +6.8% 91,238 $49.9M
Kestra Private Wealth Services, LLC 1.00% Reduce -4.1% 91,136 $49.9M
Cypress Capital Group 5.97% Reduce -3.3% 90,976 $49.8M
Orrstown Financial Services Inc. 25.95% Add +6.2% 89,837 $49.2M
Wilmington Savings Fund Society, FSB 1.88% Add +0.6% 89,471 $49.0M
J.W. Cole Advisors, Inc. 2.30% Add +2.7% 89,350 $48.9M
Bank of Stockton 15.49% Add +2.2% 89,301 $48.9M
Rogco, LP 19.93% Reduce -0.2% 89,283 $48.9M
Composition Wealth, LLC 1.19% Add +2.4% 89,253 $48.8M
Visionary Wealth Advisors 3.17% Add +0.2% 88,721 $48.6M
Consilio Wealth Advisors, LLC 21.58% Add +2.9% 87,928 $48.1M
Bar Harbor Wealth Management 3.19% Reduce -9.8% 87,643 $48.0M
Certuity, LLC 3.82% Add +18.6% 87,429 $47.8M
Bristlecone Advisors, LLC 4.05% Reduce -0.8% 86,959 $47.6M
Roth Financial Partners LLC 20.28% Reduce -4.8% 85,907 $47.0M
Smith Chas P & Associates Pa Cpas 2.78% Reduce -0.9% 85,810 $47.0M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.78% Add +1829.6% 85,810 $47.0M
Ensign Peak Advisors, Inc 0.09% Reduce -43.0% 85,726 $46.9M
Agur Provident & Training Funds Management Ltd. 13.48% No change 85,430 $46.7M
ONE Advisory Partners, LLC 21.49% Reduce -7.4% 85,179 $46.6M
Hoxton Planning & Management, LLC 21.56% Reduce -5.2% 84,726 $46.4M
Diversified, LLC 5.44% Add +5.8% 84,678 $46.3M
Parkside Investments, LLC 7.28% Add +6.3% 84,307 $46.1M
Voya Financial Advisors, Inc. 5.19% Reduce -9.3% 83,611 $45.9M
Concurrent Investment Advisors, LLC 1.51% Add +4.3% 83,699 $45.8M
TNF LLC 16.86% Reduce -19.2% 84,132 $45.8M
Kelly Financial Services LLC 16.30% Reduce -14.6% 83,300 $45.6M
PAX Financial Group, LLC 8.89% Reduce -11.8% 83,189 $45.5M
University of Massachusetts Foundation, Inc. 18.99% Reduce -6.6% 82,898 $45.4M
Crestwood Advisors Group, LLC 0.93% Reduce -3.4% 82,329 $45.1M
Pettinga Financial Advisors LLC 11.29% Reduce -7.9% 82,321 $45.0M
Ancora Advisors LLC 1.12% Reduce -11.6% 82,280 $45.0M
TD Capital Management LLC 4.69% Reduce -1.3% 81,877 $44.8M
Affinity Capital Advisors, LLC 9.41% Add +11.8% 81,866 $44.8M
Buska Wealth Management, LLC 17.77% Add +7.8% 81,445 $44.6M
Waterford Advisors, LLC 18.64% Add +1.8% 81,250 $44.5M
Marino, Stram & Associates LLC 10.82% Add +0.1% 80,947 $44.3M
Cranbrook Wealth Management, LLC 10.89% Add +4.3% 80,905 $44.3M
Hollencrest Capital Management 1.94% Reduce -0.9% 80,603 $44.1M
Bluestem Financial Advisors, LLC 22.24% Reduce -3.5% 80,416 $44.0M
Wintrust Investments LLC 3.58% Add +3.6% 80,339 $44.0M
Shelter Ins Retirement Plan 58.41% No change 80,061 $43.8M
EP Wealth Advisors, LLC 0.47% Add +0.9% 80,026 $43.8M
Gladstone Institutional Advisory LLC 2.28% Add +1.2% 79,879 $43.7M
International City Management Association Retirement Corp 31.88% Add +26.5% 79,711 $43.6M
Cornerstone Wealth Management, LLC 3.33% Reduce -1.4% 79,054 $43.3M
SkyView Investment Advisors, LLC 7.73% Add +1.5% 78,975 $43.2M
Progeny 3, Inc. 4.13% No change 78,769 $43.1M
McAlister, Sweet & Associates, Inc. 30.95% Add +2.2% 78,740 $43.1M
Allianz Asset Management GmbH 0.07% No change 78,550 $43.0M
CFS Investment Advisory Services, LLC 3.49% New 78,672 $43.0M
Custos Family Office, LLC 17.16% Add +1.1% 78,526 $43.0M
Keeley-Teton Advisors, LLC 5.48% Reduce -0.9% 78,188 $42.8M
Raymond James Trust N.A. 1.00% Add +6.0% 78,117 $42.7M
Financial Counselors Inc. 0.69% Add +3.7% 78,082 $42.7M
Kelleher Financial Advisors 17.54% Add +3.9% 78,071 $42.7M
Guidance Point Advisors, LLC 13.92% Reduce -1.9% 78,047 $42.7M
Life Line Wealth Management LLC 16.14% Reduce -20.6% 78,061 $42.7M
Watershed Private Wealth LLC 18.13% Reduce -5.6% 77,871 $42.6M
Spreng Capital Management, Inc. 22.04% Add +3.0% 77,757 $42.6M
Securian Asset Management, Inc. 1.23% No change 77,260 $42.3M
Wealth Alliance Advisory Group, LLC 9.52% Reduce -10.3% 77,222 $42.3M
Baron Silver Stevens Financial Advisors, LLC 8.05% Add +0.0% 77,007 $42.1M
Cornerstone Wealth Group, LLC 3.74% Add +1.3% 76,727 $42.0M
Banco Santander, S.A. 0.52% Add +2.9% 76,536 $41.9M
Bluesphere Advisors LLC 21.30% Add +1.4% 76,381 $41.8M
1900 Wealth Management LLC 3.89% Reduce -49.7% 76,055 $41.6M
Harbour Investments, Inc. 1.40% Add +1.4% 75,826 $41.5M
Concourse Financial Group Securities, Inc. 2.59% Reduce -13.1% 75,704 $41.4M
Patriot Financial Group Insurance Agency, LLC 6.07% Add +4.7% 75,371 $41.2M
Bull Oak Capital, LLC 26.44% Add +27.0% 75,041 $41.1M
AAF Wealth Management, LLC 21.21% Add +8.8% 74,807 $40.9M
Beaumont Asset Management, L.L.C. 26.19% Add +3.3% 74,473 $40.8M
MCF Advisors LLC 3.07% Add +2.3% 74,187 $40.6M
GoalFusion Wealth Management, LLC 25.10% Reduce -0.6% 73,818 $40.4M
Fifth Third Securities, Inc. 3.73% Add +12.7% 73,754 $40.4M
Financial Management Network Inc. 9.65% Add +12.5% 72,061 $40.2M
Clear Creek Financial Management, LLC 4.86% Reduce -7.2% 73,309 $40.1M
Liberty Wealth Management LLC 7.32% Add +1086.4% 1,365,215 $39.9M
Advus Financial Partners, LLC 12.13% Reduce -3.4% 72,744 $39.8M
Coyle Financial Counsel LLC 14.13% No change 75,125 $39.5M
Riverstone Advisors, LLC 24.15% Add +0.9% 71,812 $39.3M
Capital Planning LLC 11.77% Add +2.9% 71,771 $39.3M
Bailard, Inc. 1.08% Reduce -0.1% 71,677 $39.2M
Baltimore-Washington Financial Advisors, Inc. 2.30% Add +4.7% 71,418 $39.1M
Fort Henry Capital, LLC 27.96% Add +0.5% 70,982 $38.8M
SG Americas Securities, LLC 0.25% Reduce -23.7% 70,866 $38.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% No change 70,538 $38.6M
Kaye Capital Management 16.21% Add +0.8% 70,354 $38.5M
Bernardo Wealth Planning LLC 10.30% Reduce -0.9% 69,931 $38.3M
NDWM LLC 33.78% Add +0.9% 69,660 $38.1M
TD Waterhouse Canada Inc. 0.34% Add +10.1% 69,495 $38.1M
Rakuten Investment Management, Inc. 0.25% Add +0.5% 69,226 $38.0M
Pps&v Asset Management Consultants, Inc. 27.21% Reduce -1.3% 69,421 $38.0M
Fi3 FINANCIAL ADVISORS, LLC 16.68% Add +0.3% 69,249 $37.9M
Advanced Asset Management Advisors Inc 10.07% No change 69,200 $37.9M
Argent Trust Co 1.66% Add +1.4% 68,864 $37.7M
Sachem Hill LLC 8.06% Add +7.6% 68,674 $37.6M
Stratos Wealth Advisors, LLC 1.86% Add +0.9% 68,556 $37.5M
Ironwood Wealth Management, LLC. 12.21% Reduce -8.9% 68,361 $37.4M
Lakeshore Financial Planning, Inc. 18.25% Add +3.5% 68,310 $37.4M
Evercore Wealth Management, LLC 0.59% Reduce -2.5% 68,058 $37.2M
Lwmg, LLC 7.84% Add +8.6% 67,913 $37.2M
Foster Group, Inc. 1.44% Add +5.2% 67,012 $36.7M
RFG Advisory, LLC 1.19% Reduce -8.9% 66,865 $36.6M
Rossmore Private Capital 4.80% Add +1.6% 66,806 $36.6M
Cornerstone Advisory, LLC 5.14% Add +0.7% 66,729 $36.5M
Meridian Management Co. 10.03% Reduce -2.4% 66,721 $36.5M
Savant Capital, LLC 0.36% Reduce -11.0% 66,261 $36.3M
Aveo Capital Partners, LLC 4.10% Add +1.2% 66,099 $36.2M
Wescott Financial Advisory Group, LLC 4.20% Add +2.1% 66,075 $36.2M
Summit X, LLC 8.07% Reduce -8.9% 65,646 $36.0M
Wedbush Securities Inc. 1.29% Add +6.1% 65,664 $35.9M
Flagstar Securities, Inc. 9.84% Reduce -1.7% 65,662 $35.9M
USA Financial Formulas 5.79% Reduce -18.2% 65,291 $35.7M
KFA Private Wealth Group, LLC 18.47% Reduce -47.4% 65,195 $35.7M
Stonebridge Capital Advisors LLC 3.13% Add +11.0% 65,111 $35.6M
Elevation Point Wealth Partners, LLC 2.80% Reduce -11.2% 64,598 $35.3M
Benjamin F. Edwards & Company, Inc. 0.62% Reduce -13.3% 64,528 $35.3M
Alpha Financial Partners LLC 30.53% Reduce -3.2% 64,440 $35.3M
WealthShield Partners, LLC 5.37% Reduce -13.6% 64,428 $35.3M
Waterloo Capital, L.P. 4.23% Add +10.1% 64,319 $35.2M
Norris Perne & French LLP 2.55% Reduce -0.1% 64,012 $35.0M
Integris Wealth Management, LLC 10.12% Reduce -5.2% 64,007 $35.0M
Hennion & Walsh Asset Management, Inc. 1.79% Reduce -0.6% 63,776 $34.9M
Rehmann Capital Advisory Group 2.49% Reduce -1.8% 63,414 $34.7M
JFS Wealth Advisors, LLC 2.74% Add +2.2% 63,381 $34.7M
Washington Trust Bank 3.42% Reduce -1.2% 63,278 $34.6M
Cypress Wealth Services, LLC 7.68% Reduce -3.4% 63,057 $34.5M
Portland Global Advisors LLC 4.62% Add +4.1% 62,242 $34.1M
Wealth Quarterback LLC 19.30% Add +10.7% 62,230 $34.1M
Sovereign Investment Advisors, LLC 12.68% Reduce -0.3% 71,219 $34.0M
Enzi Wealth 14.94% Reduce -1.8% 60,868 $33.9M
Edge Capital Group, LLC 1.64% Add +6.0% 62,030 $33.9M
Eldridge Investment Advisors, Inc. 8.55% Reduce -2.8% 62,004 $33.9M
First Financial Bank - Trust Division 3.33% Add +12.9% 61,831 $33.8M
Dorsey & Whitney Trust CO LLC 2.33% Add +7.2% 61,583 $33.7M
Morris Financial Concepts, Inc. 16.08% Add +7.6% 61,388 $33.6M
FinTrust Capital Advisors, LLC 6.12% Add +2.6% 61,365 $33.6M
Cantor Fitzgerald Investment Advisors L.P. 2.57% Reduce -5.5% 60,940 $33.3M
Halpern Financial, Inc. 9.14% Reduce -1.4% 60,800 $33.3M
Prospera Financial Services Inc 0.92% Reduce -32.4% 60,463 $33.1M
Valmark Advisers, Inc. 0.56% Add +10.7% 60,014 $32.8M
Bellwether Advisors, LLC 6.89% Reduce -0.1% 60,011 $32.8M
Cypress Financial Planning LLC 13.74% Add +1.6% 60,006 $32.8M
Independent Financial Group, LLC 1.32% Add +15.3% 60,004 $32.8M
Capital Advisors Wealth Management, LLC 6.49% Add +1.7% 60,004 $32.8M
Snider Financial Group 12.67% Add +28.0% 59,985 $32.8M
Colonial Trust Advisors 3.14% Add +0.6% 59,950 $32.8M
Novare Capital Management LLC 2.95% Add +4.5% 59,854 $32.8M
Coastline Trust Co 3.82% Add +1.9% 59,577 $32.6M
Fermata Advisors, LLC 7.47% Reduce -0.5% 59,444 $32.5M
Asio Capital, LLC 6.65% Add +20.2% 59,422 $32.5M
JTC Employer Solutions Trustee Ltd 2.17% No change 59,394 $32.5M
Exencial Wealth Advisors, LLC 1.22% Reduce -9.8% 59,026 $32.3M
Greenup Street Wealth Management LLC 7.56% Reduce -5.6% 58,694 $32.1M
New Vernon Capital Holdings II LLC 17.27% Add +19.3% 58,513 $32.0M
Drive Wealth Management, LLC 8.61% Add +8.6% 58,322 $31.9M
Howe & Rusling Inc. 2.90% Add +10.2% 58,181 $31.8M
IHT Wealth Management, LLC 1.19% Add +5.2% 58,083 $31.8M
Beacon Investment Advisory Services, Inc. 1.36% Reduce -1.5% 58,070 $31.8M
Chicago Partners Investment Group LLC 1.23% Add +1.8% 58,230 $31.7M
NRI Wealth Management LC 24.54% Add +0.3% 57,863 $31.7M
Fidelis Capital Partners, LLC 4.51% Add +3.8% 60,689 $31.6M
Capital Investment Advisors, LLC 0.71% Add +12.3% 57,762 $31.6M
Windsor Capital Management, LLC 9.73% Add +3.2% 57,474 $31.5M
Ashton Thomas Securities, LLC 7.58% — 56,229 $31.4M
Lantz Financial LLC 9.77% Reduce -3.2% 57,459 $31.4M
Avondale Wealth Management 21.38% Add +1.0% 57,172 $31.3M
Kanawha Capital Management LLC 2.42% Add +2.1% 56,511 $30.9M
University of Wisconsin Foundation 34.71% Add +1.6% 56,348 $30.8M
FOCUS Wealth Advisors, LLC 15.82% Reduce -2.2% 56,324 $30.8M
Compound Planning, Inc. 2.28% Add +34.3% 56,280 $30.8M
Rain Capital Management, LLC 21.69% Reduce -1.2% 58,114 $30.8M
Pinnacle Financial Partners Inc 0.66% Add +5.0% 56,926 $30.7M
Keystone Wealth Services, LLC 9.55% Add +2.4% 56,106 $30.7M
Barclays PLC 0.01% Reduce -87.7% 56,035 $30.7M
Beacon Financial Planning, Inc. 20.74% Reduce -2.7% 55,821 $30.5M
Arkansas Financial Group, Inc. 5.43% Add +7.8% 55,722 $30.5M
Somnio Financial Group, LLC 26.90% — 55,706 $30.5M
Bryant Woods Investment Advisors, LLC 22.07% Reduce -30.4% 70,623 $30.3M
Camelot Technology Advisors, Inc. 28.07% Reduce -0.1% 55,085 $30.1M
Verus Capital Partners, LLC 3.12% Reduce -8.9% 55,133 $30.1M
Next Capital Management LLC 12.63% Add +2.9% 54,725 $29.9M
Boulder Wealth Advisors, LLC 17.39% Add +2.3% 54,474 $29.8M
Sheets Smith Wealth Management 3.55% Add +2.4% 54,218 $29.7M
PACK Private Wealth, LLC 18.36% Add +0.6% 53,991 $29.5M
Verger Capital Management LLC 15.06% Reduce -5.4% 53,974 $29.5M
David J Yvars Group 18.46% Add +0.4% 53,919 $29.5M
National Bank of Canada 0.05% Reduce -7.4% 53,745 $29.4M
Commonwealth Financial Services, LLC 6.02% Reduce -16.9% 52,566 $29.4M
Orin Green Financial, LLC 13.49% New 53,524 $29.3M
WCG Wealth Advisors LLC 2.17% Reduce -26.7% 53,518 $29.3M
Vertex Planning Partners, LLC 7.58% Add +0.5% 53,353 $29.2M
US Financial Advisors, LLC 9.76% Reduce -6.4% 53,188 $29.1M
Continuum Wealth Advisors, LLC 15.31% Add +26.7% 53,158 $29.1M
PFG Private Wealth Management, LLC 17.60% Add +0.4% 53,041 $29.0M
WealthBridge Capital Management, LLC 9.53% Add +1.3% 52,620 $28.8M
Beacon Financial Group 3.28% Add +10.7% 52,576 $28.8M
Trek Financial, LLC 2.28% Reduce -18.1% 52,542 $28.8M
Waller Financial Planning Group, Inc. 7.72% Add +0.3% 52,499 $28.7M
Saiph Capital, LLC 12.81% Add +1.1% 52,470 $28.7M
Signaturefd, LLC 0.58% Add +0.7% 52,341 $28.6M
Ballew Advisors, Inc 18.92% Reduce -0.2% 50,579 $28.6M
Middleton & Co. Inc. 3.30% Add +1.3% 51,829 $28.4M
Evermay Wealth Management LLC 4.54% Reduce -0.3% 51,722 $28.3M
First National Bank of Hutchinson 18.06% Reduce -1.3% 51,685 $28.3M
Compass Financial Group, Inc. 13.93% Add +0.1% 50,194 $28.0M
Cascade Financial Partners, LLC 3.68% Reduce -0.3% 51,129 $28.0M
ZynergyRetirementPlanningLLC 21.42% — 51,127 $28.0M
RiverGlades Family Offices LLC 21.68% Reduce -0.1% 50,965 $27.9M
Monumental Financial Group Inc. 12.11% Add +12.9% 50,729 $27.8M
Sage Advisory Services, Ltd.Co. 7.79% Reduce -38.8% 50,681 $27.7M
Corepath Wealth Partners LLC 28.98% Reduce -1.7% 49,200 $27.5M
Gradient Capital Advisors, LLC 9.82% Reduce -3.8% 50,190 $27.5M
Elk River Wealth Management LLC 5.36% Add +0.8% 50,043 $27.4M
Titan Global Capital Management USA LLC 4.36% Add +15.3% 49,999 $27.4M
Intrepid Financial Planning Group LLC 11.71% Reduce -1.6% 49,861 $27.3M
TBH Global Asset Management, LLC 6.05% Reduce -6.5% 49,781 $27.2M
Peapack Gladstone Financial Corp. 0.42% Add +8.2% 49,764 $27.2M
IFP Advisors, Inc 1.08% Reduce -11.1% 49,609 $27.1M
Private Ocean, LLC 2.37% Add +97.8% 49,172 $26.9M
Verus Financial Partners, Inc. 3.13% Reduce -1.8% 49,130 $26.9M
William Howard & Co Financial Advisors Inc 24.75% Reduce -1.1% 48,953 $26.8M
Trilogy Capital Inc. 1.45% Reduce -2.0% 48,947 $26.8M
Cornerstone Advisors Asset Management, LLC 7.53% Reduce -1.2% 48,708 $26.7M
Cobblestone Asset Management LLC 17.24% Reduce -19.9% 48,632 $26.6M
Sandy Cove Advisors, LLC 11.81% Add +5.4% 48,478 $26.5M
Bay Harbor Wealth Management, LLC 9.21% Reduce -14.9% 48,289 $26.4M
JGP Wealth Management, LLC 3.75% Add +260.2% 48,016 $26.3M
Mill Creek Capital Advisors, LLC 0.67% Add +27.4% 47,846 $26.2M
One Capital Management, LLC 0.89% Add +5.2% 47,744 $26.1M
River Wealth Advisors LLC 3.74% Add +3.5% 47,649 $26.1M
SWS Partners 7.70% Reduce -3.2% 47,064 $25.8M
Vestor Capital, LLC 2.07% Reduce -2.3% 46,904 $25.7M
SouthState Bank Corp 1.87% Add +2.4% 46,752 $25.6M
High Note Wealth, LLC 7.81% Add +20.0% 46,716 $25.6M
One Wealth Management Investment & Advisory Services, LLC 10.20% Reduce -10.8% 46,672 $25.5M
Scotia Capital Inc. 0.15% Reduce -2.4% 46,595 $25.5M
Fort Point Capital Partners LLC 3.26% Add +2.0% 46,464 $25.4M
Shared Vision Wealth Group LLC 14.79% Reduce -16.2% 46,445 $25.4M
Leverty Financial Group, LLC 15.04% Reduce -0.8% 46,440 $25.4M
Rothschild Wealth LLC 8.23% Reduce -14.5% 46,316 $25.3M
NorthLanding Financial Partners, LLC 26.73% Add +3.2% 46,303 $25.3M
Syon Capital LLC 2.32% Reduce -1.0% 46,006 $25.2M
Bare Financial Services, Inc 13.23% Add +70.8% 45,464 $25.2M
AdvisorNet Financial, Inc 2.27% Add +13.5% 45,676 $25.0M
Birch Hill Investment Advisors LLC 1.21% Add +0.3% 45,592 $24.9M
Vivid Wealth Management, LLC 13.96% Add +6.0% 45,567 $24.9M
MRA Advisory Group 14.21% Add +19.6% 45,392 $24.8M
Moody National Bank Trust Division 1.93% No change 45,275 $24.8M
Boston Financial Mangement LLC 0.78% Reduce -6.1% 44,871 $24.6M
Cynosure Group, LLC 3.94% Reduce -0.1% 44,862 $24.5M
Aspen Grove Capital, LLC 5.78% No change 44,838 $24.5M
Adaptive Financial Consulting, LLC 10.62% Add +0.9% 44,757 $24.5M
Charles Schwab Trust Co 2.26% Reduce -7.7% 44,700 $24.5M
Adams Wealth Management 5.60% Add +0.3% 44,475 $24.3M
CacheTech Inc. 5.60% — 44,475 $24.3M
Greenwood Capital Associates LLC 3.20% Reduce -8.3% 44,451 $24.3M
German American Bancorp, Inc. 2.78% Add +2286.1% 44,309 $24.2M
CreativeOne Wealth, LLC 1.23% Reduce -16.7% 44,192 $24.2M
Interactive Financial Advisors, Inc. 13.31% Reduce -10.8% 44,152 $24.2M
Obsidian Cio, LLC 5.73% Reduce -5.6% 44,032 $24.1M
Wealthcare Advisory Partners LLC 0.75% Reduce -3.0% 44,012 $24.1M
Eq LLC 14.42% Reduce -9.5% 43,999 $24.1M
New Insight Wealth Advisors 14.07% Add +16.9% 43,671 $23.9M
IAG Wealth Partners, LLC 4.79% Reduce -0.6% 43,571 $23.8M
Pinnacle Wealth Management Advisory Group, LLC 2.45% Add +6.2% 43,346 $23.7M
Gimbal Financial 17.31% Add +1.0% 42,048 $23.5M
Valley Financial Group, Inc. 17.23% Add +4.9% 42,840 $23.4M
Members Wealth LLC 15.69% — 37,529 $23.4M
Diversify Advisory Services, LLC 1.28% Reduce -24.2% 41,830 $23.4M
AlTi Global, Inc. 0.63% Add +0.2% 42,631 $23.3M
Summit Financial, LLC 1.06% Add +2.4% 42,542 $23.3M
Legacy Advisors, LLC 2.83% Add +1.2% 42,480 $23.2M
Buffington Mohr McNeal 4.07% Add +9.2% 42,397 $23.2M
Soltis Investment Advisors LLC 2.44% Add +5.7% 42,186 $23.1M
Sparta 24 Ltd. 20.48% Reduce -22.8% 42,061 $23.0M
CIBC Asset Management Inc 0.08% No change 41,650 $22.8M
PCA Investment Advisory Services Inc. 11.90% Reduce -3.1% 41,518 $22.7M
JMG Financial Group, Ltd. 0.84% Reduce -1.5% 41,256 $22.6M
Fortitude Family Office, LLC 12.80% Add +18.2% 41,255 $22.6M
Kapstone Financial Advisors LLC 14.74% Add +7.0% 41,084 $22.5M
Good Life Advisors, LLC 1.85% Add +24.3% 41,077 $22.5M
ACT Advisors, LLC. 11.69% Reduce -0.6% 41,013 $22.4M
Diversified Trust Co. 0.63% Reduce -22.8% 40,857 $22.4M
Nova R Wealth, Inc. 11.51% Add +2.9% 40,811 $22.3M
Moller Wealth Partners 5.96% Add +6.7% 40,795 $22.3M
Sanchez Wealth Management Group 7.23% Reduce -0.1% 40,772 $22.3M
Boston Mountain Money Management Inc. 14.71% Add +0.8% 40,745 $22.3M
Sterling Investment Advisors LLC 13.46% Reduce -9.5% 40,288 $22.0M
Cadinha & Co. LLC 4.08% Reduce -2.0% 40,206 $22.0M
Roger Wittlin Investment Advisory, LLC 14.12% Add +24.2% 40,191 $22.0M
Adapt Wealth Advisors, LLC 13.77% Add +4.4% 40,168 $22.0M
Prairieview Wealth Partners, LLC 18.72% Add +0.4% 40,152 $22.0M
Riverpoint Wealth Management Holdings, LLC 6.09% Reduce -0.1% 40,069 $21.9M
Avaii Wealth Management, LLC 12.15% Add +4.3% 40,049 $21.9M
Synovus Financial Corp. 0.29% Reduce -6.2% 40,019 $21.9M
U.S. Capital Wealth Advisors, LLC 0.84% Add +1.5% 40,010 $21.9M
Wealth Dimensions Group, Ltd. 6.24% Reduce -0.2% 39,981 $21.9M
Durante & Waters, LLC 19.45% Reduce -1.2% 39,933 $21.9M
Kingsview Wealth Management, LLC 0.52% Add +19.3% 39,861 $21.8M
Dimension Capital Management LLC 4.39% Add +0.0% 39,431 $21.6M
Pacific Financial Group Inc. 15.27% Reduce -5.2% 39,370 $21.5M
Brighton Jones LLC 0.71% Reduce -0.3% 39,056 $21.4M
Vantage Financial Partners, LLC 5.55% Add +3.6% 39,045 $21.4M
Marquette Associates, Inc. 16.08% Add +0.2% 38,999 $21.3M
Arvest Investments, Inc. 3.42% Reduce -3.9% 38,945 $21.3M
McAdam, LLC 1.28% Add +1.9% 38,911 $21.3M
Essex Financial Services, Inc. 1.58% Add +73.9% 39,895 $21.3M
New England Asset Management Inc. 3.70% Reduce -50.3% 38,860 $21.3M
Ashton Thomas Private Wealth, LLC 1.17% Reduce -15.7% 38,790 $21.2M
Acima Private Wealth, LLC 7.78% Reduce -0.3% 38,715 $21.2M
Madrona Financial Services, LLC 6.48% Reduce -21.0% 38,537 $21.1M
Human Investing LLC 4.09% Reduce -0.3% 38,443 $21.0M
Diversified Portfolios, Inc. 2.77% Reduce -0.7% 38,379 $21.0M
Peak Planning Group, LLC 10.32% Add +15.4% 38,362 $21.0M
Pennsylvania Capital Management Inc. 8.11% Add +5.1% 38,350 $21.0M
London Co. of Virginia 0.12% Reduce -13.3% 38,272 $20.9M
Stevens Capital Partners 10.73% Add +14.9% 37,981 $20.8M
VERITY Wealth Advisors 15.56% Reduce -0.2% 37,949 $20.8M
Sunbelt Securities, Inc. 2.12% Reduce -0.7% 37,861 $20.7M
Creekmur Asset Management LLC 5.33% Add +13.6% 37,728 $20.6M
Source Financial Advisors LLC 6.33% Reduce -10.0% 37,620 $20.6M
True Vision MN LLC 13.36% Reduce -12.5% 37,585 $20.6M
Stonehage Fleming Financial Services Holdings Ltd 0.55% Add +4315.1% 37,528 $20.5M
AQR Capital Management 0.03% Add +39.1% 37,457 $20.5M
Waterway Wealth Management, LLC 10.05% Reduce -19.8% 37,440 $20.5M
Elm Partners Management LLC 1.57% Add +1.0% 37,357 $20.4M
Nadler Financial Group, Inc. 2.40% Add +7.3% 37,261 $20.4M
Flagship Private Wealth, LLC 11.86% Add +12.5% 36,603 $20.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.35% Reduce -16.3% 36,520 $20.0M
SWP Financial LLC 13.18% Add +1.4% 36,454 $19.9M
Vermillion & White Wealth Management Group, LLC 14.99% Add +0.7% 36,400 $19.9M
Certified Advisory Corp 2.48% Add +2.2% 36,091 $19.8M
GenWealth Group, Inc. 4.85% Add +0.7% 35,989 $19.7M
Hubbell Strickland Wealth Management, LLC 9.84% Reduce -0.2% 35,834 $19.6M
Holland Advisory Services, Inc. 24.13% Reduce -9.2% 35,680 $19.5M
ETF Store, Inc. 20.05% Reduce -44.3% 35,520 $19.4M
Maxwell Wealth Strategies Inc. 9.52% Reduce -2.8% 35,516 $19.4M
RFP Financial Group LLC 7.15% Add +8.0% 35,298 $19.3M
Lynch & Associates 4.35% Reduce -0.6% 35,297 $19.3M
Client First Capital LLC 11.61% Add +13.4% 35,227 $19.3M
Naples Global Advisors, LLC 1.93% Add +3.7% 35,121 $19.2M
Hilltop Wealth Advisors, LLC 9.64% Reduce -1.2% 35,110 $19.2M
Hoese & Co LLP 16.76% Add +0.3% 36,226 $19.2M
Eley Financial Management, Inc 8.12% Reduce -0.3% 35,022 $19.2M
Pure Financial Advisors, LLC 0.53% Reduce -1.8% 35,010 $19.2M
Sageworth Trust Co 1.20% Add +13.4% 34,696 $19.0M
DeDora Capital, Inc. 5.83% Add +3.5% 34,673 $19.0M
Peoples Bank 9.84% Add +12.6% 34,664 $19.0M
Grove Bank & Trust 3.04% Add +8.3% 34,648 $19.0M
One Wealth Advisors, LLC 4.06% Add +5.3% 35,367 $19.0M
Bleakley Financial Group, LLC 0.55% Reduce -0.3% 34,606 $18.9M
Great Valley Advisor Group, Inc. 0.53% Add +10.2% 34,581 $18.9M
Grey Ledge Advisors, LLC 5.16% Add +5.4% 34,525 $18.9M
HCR Wealth Advisors 2.70% Add +2.8% 34,502 $18.9M
TAGStone Capital, Inc. 10.70% Add +0.5% 34,494 $18.9M
Bradley Foster & Sargent Inc. 0.34% Add +2.6% 34,338 $18.8M
Apeiron RIA LLC 5.72% Reduce -3.3% 34,154 $18.7M
Peddock Capital Advisors, LLC 4.81% Add +5.0% 34,128 $18.7M
Gerber Kawasaki Wealth & Investment Management 0.93% Add +8.5% 34,006 $18.6M
Abound Wealth Management 6.85% Reduce -0.6% 33,944 $18.6M
Kraft, Davis & Associates, LLC 5.62% Add +0.6% 33,876 $18.5M
Shufro Rose & Co. LLC 1.51% Add +48.6% 33,823 $18.5M
Richwood Investment Advisors, LLC 16.19% Add +1.0% 33,764 $18.5M
First National Trust Co 0.76% Reduce -0.5% 33,744 $18.5M
GDS Wealth Management 2.03% Reduce -42.0% 33,739 $18.5M
Alliance Wealth Management Group 5.27% Add +7.9% 33,730 $18.5M
Southern Capital Advisors, LLC 11.39% Add +0.7% 33,707 $18.4M
Cambridge Associates LLC /Ma/ 0.85% Reduce -81.7% 33,678 $18.4M
Fulton Bank, N.A. 0.74% Reduce -6.5% 33,490 $18.3M
4J Wealth Management LLC 15.10% Add +33.9% 33,382 $18.3M
Wick Capital Partners, LLC 6.34% New 33,358 $18.3M
Market Street Wealth Management Advisors LLC 3.10% Reduce -2.1% 32,986 $18.1M
Stratos Investment Management, LLC 1.49% Add +0.5% 32,967 $18.0M
Pinnacle Family Advisors, LLC 9.97% Reduce -14.6% 32,956 $18.0M
Van Hulzen Asset Management, LLC 1.21% Add +1.3% 32,884 $18.0M
Northstar Advisory Group, LLC 10.32% Reduce -2.0% 32,786 $17.9M
Mycio Wealth Partners, LLC 4.57% Add +0.1% 32,706 $17.9M
Willis Johnson & Associates, Inc. 1.46% Add +7.9% 32,559 $17.8M
CVA Family Office, LLC 3.20% Add +1.8% 32,522 $17.8M
Stephenson & Company, Inc. 13.19% Reduce -0.5% 32,510 $17.8M
Boston Research & Management Inc. 4.49% Reduce -0.8% 32,475 $17.8M
Western Wealth Management, LLC 1.32% Add +1.1% 32,412 $17.7M
Modern Wealth Management, LLC 1.31% Add +13.2% 32,357 $17.7M
JDM Financial Group LLC 11.93% Add +0.2% 32,267 $17.7M
World Investment Advisors 1.10% Add +1112.0% 32,262 $17.7M
Csenge Advisory Group 0.99% Reduce -26.9% 32,035 $17.5M
Sovereign Financial Group, Inc. 4.37% Add +1.9% 32,018 $17.5M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -9.9% 28,472 $17.5M
Centennial Wealth Advisory LLC 7.53% Add +2.0% 31,743 $17.4M
Natixis Advisors, LLC 0.04% Reduce -60.9% 31,686 $17.3M
Walkner Condon Financial Advisors LLC 3.73% Add +0.7% 31,630 $17.3M
Axxcess Wealth Management, LLC 0.47% Add +14.5% 31,621 $17.3M
Aspen Wealth Strategies, LLC 12.02% Add +0.5% 30,854 $17.3M
Gray Wealth Management Inc. 7.44% Add +1.1% 31,521 $17.2M
CBIZ Investment Advisory Services, LLC 0.97% Add +8.0% 31,443 $17.2M
Passaic Partners LLC 2.53% Reduce -12.8% 31,431 $17.2M
Transcend Capital Advisors, LLC 1.24% Add +1.9% 31,218 $17.1M
Coordinated Financial Services, Inc. 14.83% Add +0.1% 31,208 $17.1M
Disciplina Capital Management LLC 2.81% Add +694.5% 317,326 $17.0M
Atwater Malick LLC 5.85% Add +683.0% 31,032 $17.0M
Element Wealth, LLC 9.55% Reduce -17.4% 30,989 $17.0M
Strategic Investment Management, LLC 18.15% No change 30,712 $17.0M
Scissortail Wealth Management, LLC 4.32% Add +0.6% 30,943 $16.9M
Emergent Wealth Advisors, LLC 13.58% Add +5.0% 30,375 $16.9M
T. Rowe Price Associates Inc. 0.00% Reduce -41.7% 30,823 $16.9M
Oarsman Capital, Inc. 3.71% Add +3.3% 30,811 $16.9M
Asset Management Group, Inc. 2.55% Add +1.5% 30,724 $16.8M
Capital Insight Partners, LLC 3.17% Add +0.0% 30,697 $16.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.50% Add +68.9% 30,602 $16.7M
Armor Investment Advisors, LLC 7.68% Add +74.7% 30,412 $16.6M
Chesley Taft & Associates LLC 0.83% Add +13.4% 30,334 $16.6M
Vestmark Advisory Solutions, Inc. 0.69% Add +38.3% 30,203 $16.5M
Spectrum Strategic Capital Management, LLC 12.05% Add +18.9% 30,105 $16.5M
Hudson Bay Capital Management LP 0.14% Reduce -21.0% 30,100 $16.5M
Toews Corp. 2.71% Add +172.7% 30,000 $16.4M
GTS Securities LLC 0.34% Reduce -72.3% 30,000 $16.4M
Legal & General Group Plc 0.00% New 30,000 $16.4M
Praetorian Wealth Management, Inc. 4.20% Add +2.2% 29,960 $16.4M
Trademark Financial Management, LLC 13.25% Reduce -0.6% 29,743 $16.3M
Chemung Canal Trust Co. 3.15% Add +77.6% 29,717 $16.3M
Acropolis Investment Management, LLC 1.02% Reduce -0.5% 29,604 $16.2M
Pallas Capital Advisors LLC 0.73% Add +0.6% 29,144 $16.2M
Retirement Systems of Alabama 0.06% Reduce -3.4% 29,489 $16.1M
Ade, LLC 10.82% Reduce -1.1% 29,289 $16.0M
Quantinno Capital Management LP 0.29% Add +3.7% 29,143 $15.9M
Ironwood Wealth Management, Inc. 8.04% Reduce -0.5% 28,392 $15.9M
Axiom Financial Strategies, LLC 10.30% Reduce -1.2% 28,970 $15.9M
Arkadios Wealth Advisors 1.07% Add +186.6% 28,927 $15.8M
Hengehold Capital Management LLC 1.65% Add +5.2% 28,927 $15.8M
Waldron Private Wealth LLC 0.71% Reduce -17.6% 28,916 $15.8M
Madison Wealth Partners, Inc 5.43% Reduce -4.1% 28,911 $15.8M
Signature Estate & Investment Advisors LLC 0.39% Add +1456.2% 28,665 $15.7M
Evernest Financial Advisors, LLC 7.01% Reduce -1.9% 28,597 $15.6M
Taylor & Morgan Wealth Management, LLC 11.01% Add +3.3% 28,453 $15.6M
Smith Shellnut Wilson LLC 7.54% Reduce -5.7% 28,371 $15.5M
BCGM Wealth Management, LLC 5.38% Reduce -1.4% 28,368 $15.5M
Gateway Wealth Partners, LLC 4.69% Add +6.0% 28,364 $15.5M
United Community Bank 6.26% Reduce -27.0% 28,310 $15.5M
TSA Wealth Managment LLC 6.59% Reduce -31.1% 28,249 $15.5M
Fairway Wealth LLC 9.09% Add +0.3% 28,191 $15.4M
Blueprint Investment Partners LLC 3.33% Reduce -7.1% 28,106 $15.4M
Parsons Capital Management Inc. 1.04% Add +0.6% 27,934 $15.3M
Catalyst Private Wealth, LLC 8.06% Reduce -29.4% 27,833 $15.2M
Cary Street Partners Investment Advisory LLC 0.61% Add +27.2% 27,678 $15.1M
Moisand Fitzgerald Tamayo, LLC 2.26% Reduce -3.9% 27,596 $15.1M
WBH Advisory Inc. 1.53% Add +3.7% 27,591 $15.1M
Buck Wealth Strategies, LLC 4.44% Add +2545.8% 27,490 $15.0M
Altus Wealth Group LLC 7.52% Add +50.4% 27,430 $15.0M
Fusion Family Wealth, LLC 1.53% Reduce -1.1% 27,416 $15.0M
Thomasville National Bank 1.20% Add +1.2% 27,407 $15.0M
XML Financial, LLC 1.50% Add +15.6% 27,194 $14.9M
4Thought Financial Group Inc. 9.24% Reduce -10.7% 27,176 $14.9M
Focus Partners Advisor Solutions, LLC 0.39% Add +10.3% 27,172 $14.9M
Fulcrum Capital LLC 3.38% Reduce -0.3% 27,127 $14.8M
Steel Grove Capital Advisors, LLC 2.05% Reduce -6.5% 27,116 $14.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.48% Add +0.0% 27,102 $14.8M
Highview Capital Management LLC 6.16% Reduce -1.5% 27,090 $14.8M
Canal Capital Management, LLC 2.53% Add +10.5% 27,069 $14.8M
Northwest Bancshares, Inc. 2.52% Reduce -11.0% 27,062 $14.8M
SIMA Wealth Partners, LLC 14.11% — 27,053 $14.8M
Destiny Capital Corp 10.10% Add +0.3% 27,007 $14.8M
Verum Partners LLC 4.77% Reduce -3.1% 26,906 $14.7M
MassMutual Private Wealth & Trust, FSB 0.45% Add +4.4% 26,802 $14.7M
Frontier Asset Management, LLC 5.31% Reduce -1.0% 26,761 $14.6M
Sierra Capital LLC 1.95% Reduce -24.8% 26,730 $14.6M
AlphaMark Advisors, LLC 5.07% Reduce -1.1% 26,644 $14.6M
Broadview Financial Management, LLC 10.60% Reduce -2.7% 26,583 $14.5M
Bank Pictet & Cie (Europe) AG 0.35% No change 26,540 $14.5M
Hardy Reed LLC 1.46% Add +0.9% 26,495 $14.5M
SpiderRock Advisors, LLC 0.38% Add +40.6% 26,424 $14.5M
BTC Capital Management, Inc. 1.33% Reduce -1.8% 26,094 $14.3M
Trifecta Capital Advisors, LLC 3.16% Add +0.0% 26,049 $14.3M
Founders Financial Securities LLC 1.34% Add +7.2% 25,925 $14.2M
Vanguard Group Inc. 0.00% Add +4.9% 25,906 $14.2M
Orion Capital Management LLC 7.45% Add +0.8% 25,862 $14.2M
VeraBank, N.A. 4.39% Add +2.1% 25,824 $14.1M
Brown Wealth Management, LLC 5.67% Reduce -2.0% 25,720 $14.1M
ORG Partners LLC 1.75% New 25,612 $14.1M
Harbor Group, Inc. 3.60% Add +4.3% 25,686 $14.1M
Anderson Hoagland & Co. 1.47% Reduce -1.9% 25,053 $14.0M
Lutz Financial Services LLC 1.22% Reduce -4.6% 25,580 $14.0M
Wesbanco Bank Inc. 0.52% Add +0.2% 25,570 $14.0M
Legacy Edge Advisors, LLC 2.58% Add +24.8% 25,564 $14.0M
NWF Advisory Services Inc. 2.22% Add +0.2% 25,514 $14.0M
Shepherd Financial Partners LLC 1.80% Add +0.5% 25,454 $13.9M
Proficio Capital Partners LLC 1.46% Reduce -4.0% 25,380 $13.9M
Trustmark Bank Trust Department 1.11% Reduce -1.6% 25,311 $13.9M
Lake Street Advisors Group, LLC 0.67% Reduce -0.5% 25,256 $13.8M
Family Firm, Inc. 3.08% Add +626.7% 184,568 $13.8M
Parisi Gray Wealth Management 4.95% Reduce -2.6% 25,218 $13.8M
Fernwood Investment Management, LLC 4.27% Add +0.8% 25,141 $13.8M
Wiser Wealth Management, Inc 4.26% Reduce -9.1% 25,131 $13.8M
SMI Advisory Services, LLC 3.40% Add +3.1% 24,585 $13.7M
Providence Capital Advisors, LLC 2.97% Add +1.1% 24,917 $13.6M
Montecito Bank & Trust 2.76% Reduce -5.8% 24,820 $13.6M
Gould Asset Management LLC 3.12% Reduce -2.9% 24,726 $13.5M
Secure Asset Management, LLC 2.56% Reduce -6.2% 24,635 $13.5M
HUB Investment Partners, LLC 0.65% Add +1.9% 24,622 $13.5M
Aureus Asset Management, LLC 0.94% Reduce -0.4% 24,588 $13.5M
Evergreen Capital Management LLC 0.49% Reduce -0.5% 24,527 $13.4M
McNaughton Wealth Management, LLC 7.11% Add +0.0% 24,495 $13.4M
Bigelow Investment Advisors, LLC 6.40% Add +4.7% 24,488 $13.4M
Silverleafe Capital Partners, LLC 4.72% Add +5.5% 24,467 $13.4M
CENTRAL TRUST Co 0.33% Reduce -1.6% 24,454 $13.4M
Pine Valley Investments Ltd Liability Co 0.99% Reduce -3.0% 24,401 $13.4M
Park Place Capital Corp 4.26% Add +42.4% 24,385 $13.3M
Pitcairn Co. 0.81% Reduce -9.3% 24,355 $13.3M
Latitude Advisors, LLC 8.11% Reduce -3.7% 24,269 $13.3M
Jackson Hole Capital Partners, LLC 2.92% Reduce -6.1% 24,228 $13.3M
CRA Financial Services, LLC 2.67% Add +3.6% 24,182 $13.2M
Pembroke Management, LTD 1.77% Reduce -3.4% 24,117 $13.2M
Cooper/Haims Advisors, LLC 7.39% Reduce -3.3% 24,080 $13.2M
Beirne Wealth Consulting Services, LLC 5.29% Reduce -11.4% 23,959 $13.1M
GYL Financial Synergies, LLC 1.01% Add +0.0% 23,934 $13.1M
Global Wealth Management Investment Advisory, Inc. 3.04% Add +5.2% 23,884 $13.1M
Fairman Group, LLC 13.23% Add +4.8% 23,790 $13.0M
Motive Wealth Advisors 7.79% Reduce -0.1% 23,705 $13.0M
Copperleaf Capital, LLC 10.35% Reduce -21.8% 23,662 $12.9M
Financiere des Professionnels - Fonds d'investissement inc. 1.01% New 23,400 $12.9M
Tritonpoint Wealth, LLC 1.24% Add +1.3% 23,597 $12.9M
Koshinski Asset Management, Inc. 1.20% Add +100.9% 23,082 $12.9M
Associated Banc-Corp 0.40% Reduce -2.8% 23,536 $12.9M
Caldwell Trust Co 1.42% Add +29.6% 23,517 $12.9M
Palisades Hudson Asset Management, L.P. 5.91% Reduce -6.5% 23,510 $12.9M
Mosley Wealth Management 10.90% Add +3.9% 23,403 $12.8M
WealthPLAN Partners, LLC 1.37% Add +4.3% 23,326 $12.8M
Columbus Macro, LLC 4.92% Reduce -2.8% 23,015 $12.7M
Bank of New Hampshire 3.30% Add +1.2% 23,169 $12.7M
Firethorn Wealth Partners, LLC 7.16% Reduce -13.3% 23,162 $12.7M
Cherry Tree Wealth Management, LLC 3.18% Add +0.9% 23,154 $12.7M
Apollon Financial, LLC 4.08% Add +0.6% 23,017 $12.6M
Bremer Bank National Association 2.46% Add +24.5% 22,989 $12.6M
Foundry Financial Group, Inc. 8.66% Add +50.7% 22,974 $12.6M
Colonial Trust Co / SC 2.21% Add +1.4% 22,936 $12.6M
Fusion Capital, LLC 5.72% Reduce -1.7% 22,911 $12.5M
Becker Capital Management Inc. 0.43% Add +6.1% 22,894 $12.5M
Perennial Investment Advisors, LLC 1.79% Add +5.1% 22,850 $12.5M
Earned Wealth Advisors, LLC 4.73% Reduce -1.9% 22,764 $12.5M
E Fund Management (Hong Kong) Co., Ltd. 7.63% Add +22.4% 22,756 $12.5M
E Fund Management Co., Ltd. 0.69% Add +22.4% 22,756 $12.5M
Park National Corp. 0.46% Add +2.0% 22,596 $12.4M
Ascent Group, LLC 1.01% Reduce -2.2% 22,590 $12.4M
Nomura Asset Management Co. Ltd. 0.04% No change 22,545 $12.3M
Mosaic Financial Group, LLC 8.86% Add +2.0% 22,535 $12.3M
New World Advisors LLC 3.43% Add +3.8% 22,534 $12.3M
Granite Harbor Advisors, Inc. 7.99% Reduce -9.1% 22,530 $12.3M
Ostrum Asset Management 1.07% Add +232.1% 22,514 $12.3M
North Star Investment Management Corp. 0.90% Reduce -0.6% 22,512 $12.3M
Zhang Financial LLC 0.86% Add +6.7% 22,451 $12.3M
One Day In July LLC 1.52% Reduce -7.7% 22,287 $12.2M
Westwood Holdings Group Inc. 0.10% Add +0.2% 22,223 $12.2M
Empower Advisory Group, LLC 0.05% Reduce -1.6% 22,219 $12.2M
First Personal Financial Services 2.74% Reduce -1.2% 22,129 $12.1M
MainStreet Investment Advisors LLC 1.48% Reduce -30.0% 22,062 $12.1M
Xponance LLC 0.12% Add +13.3% 22,055 $12.1M
SageView Advisory Group, LLC 0.75% Add +172.2% 21,982 $12.0M
Concorde Asset Management, LLC 7.39% Reduce -18.2% 21,912 $12.0M
Private Trust Co. NA 1.29% Reduce -0.4% 21,859 $12.0M
Cyndeo Wealth Partners, LLC 0.93% Add +17.0% 21,714 $11.9M
PFG Advisors 0.80% Add +0.1% 21,673 $11.9M
MA Private Wealth 2.34% Reduce -5.1% 21,642 $11.8M
Webster Bank, N. A. 1.29% Reduce -0.3% 21,559 $11.8M
Roof Eidam Maycock Peralta, LLC 3.20% Add +0.8% 21,538 $11.8M
Zions Bancorporation, N.A. 0.94% Add +269.4% 21,485 $11.8M
1832 Asset Management L.P. 0.02% Reduce -84.6% 21,409 $11.7M
Kooman & Associates 4.71% Add +0.3% 21,404 $11.7M
Capital Investment Advisory Services, LLC 1.21% Add +0.4% 21,370 $11.7M
IFG Advisory, LLC 0.75% Add +3.6% 21,273 $11.6M
Venture Visionary Partners LLC 0.54% Add +16.2% 21,152 $11.6M
Patriot Investment Management Group, Inc. 0.90% Reduce -1.6% 21,098 $11.5M
Armbruster Capital Management, Inc. 2.39% Reduce -2.9% 20,997 $11.5M
Precedent Wealth Partners, LLC 4.62% Reduce -0.5% 20,961 $11.5M
My Legacy Advisors, LLC 3.67% Add +3.4% 20,951 $11.5M
Cosner Financial Group, LLC 8.10% Add +7.1% 20,928 $11.5M
Goldstone Financial Group, LLC 2.29% Add +19.4% 20,898 $11.4M
Summit Asset Management, LLC 1.35% Add +29.9% 20,814 $11.4M
Fiera Capital Corp 0.04% Add +0.9% 20,699 $11.3M
Nicolet Advisory Services, LLC 1.08% Add +0.1% 20,043 $11.3M
Wealth Management Partners, LLC 5.48% Add +1.4% 20,591 $11.3M
Red Tortoise LLC 6.14% Reduce -1.6% 20,586 $11.3M
Syntax Research, Inc. 8.90% Add +1.4% 20,565 $11.3M
Arete Wealth Advisors, LLC 0.92% Reduce -29.3% 20,517 $11.2M
Institutional & Family Asset Management, LLC 1.71% Reduce -1.6% 20,413 $11.2M
Forbes Financial Planning, Inc. 8.74% Reduce -1.9% 20,338 $11.1M
Louisbourg Investments Inc. 3.11% Reduce -32.9% 20,598 $11.1M
Breakwater Capital Group 2.51% Add +5.3% 20,183 $11.0M
Kingswood Wealth Advisors, LLC 0.99% Add +14.9% 20,162 $11.0M
Bartlett & Co. Wealth Management LLC 0.17% Add +1.8% 20,147 $11.0M
Omega Financial Group, LLC 4.46% Add +1.6% 20,140 $11.0M
Spotlight Asset Group, Inc. 7.69% Reduce -0.1% 20,120 $11.0M
Dagco, Inc. 4.88% Add +2.4% 20,097 $11.0M
Horst & Graben Wealth Management LLC 2.10% Add +49.2% 20,042 $11.0M
Wayfinding Financial, LLC 6.17% Reduce -1.1% 20,026 $11.0M
Bright Financial Advisors, Inc. 7.73% Reduce -13.8% 20,024 $11.0M
Granby Capital Management, LLC 6.25% No change 20,000 $10.9M
Legacy Trust 2.71% Add +0.5% 19,925 $10.9M
Trail Ridge Investment Advisors, LLC 5.59% Reduce -4.6% 19,769 $10.8M
Harbor Investment Advisory, LLC 1.13% Reduce -1.8% 19,699 $10.8M
Verity Asset Management, Inc. 4.22% Add +111.9% 19,684 $10.8M
Shulman DeMeo Asset Management LLC 2.80% Add +1.2% 19,628 $10.7M
EverSource Wealth Advisors, LLC 0.71% Add +2.5% 19,390 $10.7M
Horizon Investments, LLC 0.30% Reduce -2.0% 19,504 $10.7M
Manchester Capital Management LLC 1.28% Add +19.6% 19,407 $10.6M
Mgo One Seven LLC 0.50% Add +5.5% 19,272 $10.5M
Twin Peaks Wealth Advisors, LLC 5.26% Add +4.8% 19,258 $10.5M
RE Dickinson Investment Advisors, LLC 6.38% Add +0.7% 19,154 $10.5M
Strategic Blueprint, LLC 0.71% Reduce -14.3% 19,135 $10.5M
Venturi Wealth Management, LLC 0.62% Reduce -14.6% 19,116 $10.5M
Lanark Financial, Inc. 0.95% Reduce -1.8% 19,105 $10.5M
Fullerton Fund Management Co Ltd. 0.47% Reduce -3.5% 19,076 $10.4M
Greenhouse Wealth Management, LLC 7.59% Add +0.3% 19,007 $10.4M
SC&H Financial Advisors, Inc. 2.55% Add +0.6% 19,002 $10.4M
O'shaughnessy Asset Management, LLC 0.11% Add +23.6% 18,999 $10.4M
Sound Stewardship, LLC 6.31% Add +0.1% 18,981 $10.4M
Connecticut Wealth Management, LLC 0.53% Reduce -2.5% 18,890 $10.3M
Meritage Portfolio Management 0.65% Add +2.0% 18,844 $10.3M
American National Bank & Trust 1.28% Reduce -0.6% 18,815 $10.3M
Mendota Financial Group, LLC 5.51% Add +4.1% 18,799 $10.3M
Telos Capital Management, Inc. 1.14% Reduce -1.9% 18,782 $10.3M
Investment Advisory Group, LLC 3.95% Add +3.0% 18,687 $10.2M
Cassia Capital Partners, LLC 6.74% Add +18.3% 18,683 $10.2M
Columbia Bank 3.96% Add +16.5% 18,682 $10.2M
Beaird Harris Wealth Management, LLC 0.96% Reduce -1.2% 18,635 $10.2M
Merriman Wealth Management, LLC 0.45% Add +11.7% 18,623 $10.2M
Delta Investment Management, LLC 2.24% Reduce -19.9% 18,527 $10.1M
Revolve Wealth Partners, LLC 1.67% Reduce -1.6% 18,498 $10.1M
CW Advisors, LLC 0.16% Reduce -5.1% 18,375 $10.1M
Agf Management Ltd. 0.06% Reduce -4.9% 18,304 $10.0M
Chicago Capital, LLC 0.30% Add +0.3% 18,261 $10.0M
Unique Wealth Strategies, LLC 4.68% No change 19,005 $10.0M
Patton Albertson Miller Group, LLC 1.42% Add +0.1% 18,215 $10.0M
Williams Jones Wealth Management, LLC. 0.12% Reduce -2.9% 18,201 $10.0M
RCS Financial Planning, LLC 5.87% Add +0.6% 18,194 $10.0M
Simmons Bank 0.75% Add +14.3% 18,187 $10.0M
Argent Advisors, Inc. 3.95% Reduce -1.8% 18,158 $9.9M
Main Street Financial Solutions, LLC 0.94% Reduce -2.5% 18,142 $9.9M
Ameliora Wealth Management Ltd. 4.50% Add +188.1% 18,100 $9.9M
Manhattan West Asset Management, LLC 2.67% Reduce -35.1% 18,084 $9.9M
Insight 2811, Inc. 5.13% Add +7.4% 18,042 $9.9M
YHB Investment Advisors, Inc. 0.85% Add +2.4% 17,951 $9.8M
NorthRock Partners, LLC 0.37% Reduce -20.1% 17,907 $9.8M
Advisory Resource Group 2.21% Reduce -1.0% 17,904 $9.8M
Arcus Capital Partners, LLC 3.77% Add +0.0% 17,881 $9.8M
Private Client Services, LLC 6.14% Add +3.4% 17,877 $9.8M
Flow Traders U.S. LLC 0.48% Add +42.5% 17,844 $9.8M
Marathon Strategic Advisors, LLC 11.40% New 17,822 $9.8M
Silvercrest Asset Management Group LLC 0.07% Add +1.3% 17,818 $9.8M
Sentry LLC 1.79% Reduce -0.3% 17,795 $9.7M
Cape Ann Savings Bank 6.03% Add +20.9% 17,773 $9.7M
Copperwynd Financial, LLC 3.17% Add +2231.7% 17,558 $9.7M
Evensky & Katz LLC 0.67% Reduce -0.1% 17,679 $9.7M
Red Door Wealth Management, LLC 1.71% Add +5.0% 17,672 $9.7M
Wealth Management Associates, Inc. 4.52% No change 17,598 $9.6M
Welch Group, LLC 0.46% Reduce -0.0% 17,590 $9.6M
Money Design Co.,Ltd. 0.52% Reduce -0.7% 17,511 $9.6M
Aletheian Wealth Advisors LLC 5.04% No change 17,476 $9.6M
Verdence Capital Advisors LLC 0.85% Add +6.7% 17,444 $9.5M
Pachira Investments Inc. 8.43% Reduce -1.2% 17,380 $9.5M
Arrien Investments, Inc. 7.43% Reduce -2.7% 17,369 $9.5M
TRUE Private Wealth Advisors 1.07% Reduce -11.8% 17,328 $9.5M
Asset Allocation & Management Company, LLC 6.21% Reduce -5.8% 17,155 $9.4M
Harbor Advisory Corp. 3.23% Reduce -9.1% 17,075 $9.3M
Leavell Investment Management, Inc. 0.51% Reduce -1.7% 17,018 $9.3M
Alera Investment Advisors, LLC 1.12% Add +3871.3% 16,997 $9.3M
Doliver Advisors, LP 2.57% Add +22.6% 16,837 $9.2M
WMS Partners, LLC 0.59% Add +2.4% 16,835 $9.2M
SPC Financial, Inc. 0.84% Add +9.8% 16,655 $9.1M
Silver Oak Securities, Incorporated 1.36% Add +11.5% 16,596 $9.1M
Red Cedar Investment Management, LLC 1.24% No change 16,587 $9.1M
Boyd Wealth Management, LLC 5.00% Reduce -1.6% 16,571 $9.1M
Heritage Wealth Partners, LLC 13.11% Reduce -9.5% 16,536 $9.0M
Community Financial Services Group, LLC 1.93% Add +1.0% 16,407 $9.0M
Clear Investment Research, LLC 11.66% Add +2.5% 16,341 $8.9M
Strategic Wealth Partners, Ltd. 0.93% Reduce -2.1% 16,323 $8.9M
Red Wave Investments LLC 3.29% Reduce -1.0% 16,295 $8.9M
Summit Wealth Partners, LLC 1.85% Add +32.4% 16,255 $8.9M
MinichMacGregor Wealth Management, LLC 2.17% Reduce -2.9% 16,241 $8.9M
Jackson Wealth Management, LLC 1.90% Reduce -45.4% 16,215 $8.9M
Kennicott Capital Management LLC 3.67% Add +0.0% 16,145 $8.8M
Welch & Forbes LLC 0.12% Add +26.9% 15,974 $8.8M
Salomon & Ludwin, LLC 0.98% Reduce -15.5% 16,010 $8.8M
Jane Street Group, LLC 0.01% Reduce -65.0% 15,974 $8.7M
jvl associates llc 3.50% Add +0.2% 15,957 $8.7M
Tyler-Stone Wealth Management 3.59% Add +10.3% 15,917 $8.7M
Meridian Financial Advisors, LLC 6.30% Add +4.2% 15,880 $8.7M
Continuum Advisory, LLC 1.25% Add +0.3% 15,860 $8.7M
Ellevest, Inc. 0.52% No change 15,814 $8.7M
MBE Wealth Management, LLC 5.24% Reduce -5.6% 15,809 $8.7M
Leuthold Group, LLC 1.00% No change 15,765 $8.6M
Geneva Partners, LLC 3.55% Add +4.7% 15,761 $8.6M
Commonwealth Retirement Investments LLC 3.95% Reduce -7.0% 15,753 $8.6M
Baldwin Wealth Partners LLC 0.67% Reduce -1.1% 15,733 $8.6M
Glen Eagle Advisors, LLC 1.57% Reduce -0.1% 15,686 $8.6M
Tudor Investment Corporation 0.10% Add +175.2% 15,659 $8.6M
Maia Wealth LLC 2.58% — 15,168 $8.6M
Plante Moran Financial Advisors, LLC 0.85% Add +3.0% 15,627 $8.6M
SOL Capital Management CO 1.03% Add +1.6% 15,621 $8.5M
Regimen Wealth, LLC 2.93% Reduce -31.5% 15,553 $8.5M
University of Texas/Texas Am Investment Management Co. 1.66% Reduce -0.2% 15,514 $8.5M
Cardiff Park Advisors, LLC 0.82% Add +0.3% 15,473 $8.5M
Sax Wealth Advisors, LLC 0.81% Reduce -2.0% 15,457 $8.5M
Fidato Wealth LLC 7.45% Reduce -5.4% 15,417 $8.4M
Northeast Financial Consultants Inc 0.39% Reduce -8.6% 15,363 $8.4M
Chapin Davis, Inc. 2.87% Reduce -2.9% 15,361 $8.4M
Forum Private Client Group LLC 3.98% Add +3.2% 15,305 $8.4M
Sugar Maple Asset Management, LLC 8.09% Add +4.5% 15,279 $8.4M
Yelin Lapidot Holdings Management Ltd. 1.47% Add +5.3% 15,205 $8.3M
Integrated Investment Consultants, LLC 2.28% No change 15,759 $8.3M
Nepc LLC 0.27% Reduce -4.2% 15,127 $8.3M
Milestone Investment Advisors LLC 2.20% Reduce -4.7% 15,123 $8.3M
International Assets Investment Management, LLC 0.78% Reduce -2.6% 15,121 $8.3M
DAVENPORT & Co LLC 0.05% Reduce -21.4% 15,072 $8.2M
Private Advisory Group LLC 1.08% Add +3.6% 15,049 $8.2M
Michelson Medical Research Foundation, Inc. 7.05% Reduce -16.7% 14,989 $8.2M
Calamos Advisors LLC 0.06% Reduce -0.3% 14,934 $8.2M
Maripau Wealth Management LLC 5.55% Reduce -12.7% 14,850 $8.1M
Steigerwald, Gordon & Koch Inc. 0.98% Add +4.9% 14,836 $8.1M
Legacy Capital Wealth Partners, LLC 2.06% New 14,787 $8.1M
Congress Park Capital LLC 3.25% Add +6.1% 14,776 $8.1M
MidAtlantic Capital Management, Inc. 6.76% Add +1.8% 14,735 $8.1M
Atlantic Edge Private Wealth Management, LLC 2.68% Reduce -1.1% 14,678 $8.0M
Raffa Wealth Management, LLC 2.27% Reduce -0.4% 14,599 $8.0M
Power Wealth Management LLC 3.80% Reduce -28.9% 14,527 $7.9M
Equita Financial Network, Inc. 3.32% Add +10.3% 14,520 $7.9M
KWB Wealth 1.09% Reduce -2.8% 15,073 $7.9M
Jaffetilchin Investment Partners, LLC 0.68% Add +0.0% 14,463 $7.9M
Financial Advocates Investment Management 0.49% Add +29.7% 20,715 $7.9M
9258 Wealth Management, LLC 1.21% Reduce -0.9% 14,364 $7.9M
First Heartland Consultants, Inc. 0.78% Add +34.1% 14,309 $7.8M
Quent Capital, LLC 0.86% Add +1.0% 14,216 $7.8M
Savvy Advisors, Inc. 2.53% Add +387.8% 14,196 $7.8M
Confluence Wealth Services, Inc. 0.62% Add +3.7% 14,193 $7.8M
Thoroughbred Financial Services, LLC 0.52% Add +12.1% 14,164 $7.8M
Moors & Cabot, Inc. 0.41% Add +13.2% 14,097 $7.7M
Heritage Wealth Management, LLC 4.27% Reduce -11.8% 14,075 $7.7M
Heritage Family Offices, LLP 4.27% — 14,075 $7.7M
MSH Capital Advisors LLC 2.56% Reduce -8.2% 14,024 $7.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.23% Reduce -4.5% 14,005 $7.7M
NatWest Group plc 2.62% No change 13,991 $7.7M
Old Port Advisors 2.29% Add +7.8% 13,986 $7.7M
Eagle Strategies LLC 1.46% Reduce -52.0% 13,983 $7.7M
Sunburst Financial Group, LLC 2.07% Reduce -9.7% 13,961 $7.6M
New Potomac Partners, LLC 4.15% Reduce -0.8% 13,872 $7.6M
Cooper Financial Group 1.11% Add +4.2% 13,794 $7.5M
Shelter Mutual Insurance Co 1.96% No change 13,745 $7.5M
Carnegie Investment Counsel 0.23% Reduce -0.8% 13,742 $7.5M
Kingfisher Capital LLC 1.77% Reduce -0.4% 13,733 $7.5M
Transform Wealth, LLC 0.56% Add +6.0% 13,717 $7.5M
Cutler Investment Counsel LLC 1.02% Add +4.0% 13,682 $7.5M
Beacon Bridge Wealth Partners, LLC 3.42% Reduce -0.5% 13,634 $7.5M
Abacus Planning Group, Inc. 1.44% Reduce -0.4% 13,597 $7.4M
Claro Advisors Inc. 1.16% Add +18.0% 13,559 $7.4M
GeoWealth Management, LLC 0.32% Reduce -12.8% 13,510 $7.4M
Mma Asset Management LLC 3.45% Add +5.0% 13,477 $7.4M
BIP Wealth, LLC 0.60% Add +1.6% 13,473 $7.4M
Wedmont Private Capital 0.46% Reduce -0.3% 13,093 $7.4M
waypoint wealth counsel 5.62% Add +0.6% 13,429 $7.3M
White Pine Capital LLC 2.77% Add +5.8% 13,373 $7.3M
Belpointe Asset Management LLC 0.51% Reduce -51.6% 13,359 $7.3M
Patten Group, Inc. 1.72% Reduce -1.1% 13,346 $7.3M
Campion Asset Management 5.71% Add +5.5% 13,273 $7.3M
Meadow Creek Wealth Advisors LLC 6.82% Add +37.6% 13,185 $7.2M
Avestar Capital, LLC 0.80% Reduce -1.9% 13,174 $7.2M
Financial Gravity Asset Management, Inc. 1.80% Reduce -12.2% 13,173 $7.2M
Flower City Capital 4.64% Reduce -1.0% 13,145 $7.2M
MY Wealth Management Inc. 8.18% Reduce -1.2% 13,132 $7.2M
Qube Research & Technologies Ltd 0.01% Reduce -69.0% 13,114 $7.2M
Ted Buchan & Co 3.85% Add +441.4% 13,106 $7.2M
Illinois Municipal Retirement Fund 0.11% Reduce -16.1% 13,000 $7.1M
Sapient Capital LLC 0.15% Reduce -0.8% 12,984 $7.1M
Debussy Capital Management LP 2.02% Add +0.0% 12,965 $7.1M
Raleigh Capital Management Inc. 3.02% Reduce -13.4% 12,965 $7.1M
Nations Financial Group Inc, /Ia/ 0.58% Add +13.0% 12,948 $7.1M
Trust Point Inc. 0.57% Add +0.2% 12,930 $7.1M
Mission Wealth Management, LP 0.19% Reduce -15.6% 12,920 $7.1M
Instrumental Wealth, LLC 7.30% Add +2.3% 13,046 $7.1M
Summit Trail Advisors, LLC 0.19% Add +4.4% 12,903 $7.1M
Quadcap Wealth Management, LLC 1.27% Add +15.9% 12,845 $7.0M
O'Connor Financial Group LLC 4.09% Reduce -2.0% 12,839 $7.0M
Interchange Capital Partners, LLC 2.58% Reduce -14.3% 12,798 $7.0M
Canvas Wealth Advisors, LLC 2.16% Add +6.6% 12,849 $7.0M
GM Advisory Group, LLC 0.45% Reduce -4.5% 12,777 $7.0M
Selective Wealth Management, Inc. 3.06% Reduce -0.4% 12,433 $6.9M
Pinebridge Investments, L.P. 0.06% Add +4.1% 12,680 $6.9M
Atom Investors LP 0.69% No change 12,630 $6.9M
Relative Value Partners Group, LLC 0.90% Reduce -89.9% 12,602 $6.9M
Lake Street Private Wealth, LLC 0.90% Reduce -0.9% 12,602 $6.9M
Whalerock Point Partners, LLC 1.85% Add +5.2% 12,600 $6.9M
Strata Wealth Advisors, LLC 2.37% Reduce -3.5% 12,572 $6.9M
Edgestream Partners, L.P. 0.33% Reduce -26.3% 12,525 $6.9M
Centaurus Financial, Inc. 0.46% Reduce -5.3% 12,511 $6.8M
WASHINGTON TRUST Co 0.25% Add +5.6% 12,509 $6.8M
Sterling Financial Planning, Inc. 2.78% Reduce -3.6% 12,507 $6.8M
Roundview Capital LLC 0.54% Reduce -0.3% 12,463 $6.8M
Dogwood Wealth Management LLC 4.20% Reduce -0.0% 12,461 $6.8M
Annex Advisory Services, LLC 0.24% Reduce -3.6% 12,424 $6.8M
Ausdal Financial Partners, Inc. 0.72% Add +2.1% 12,382 $6.8M
Nelson Capital Management, LLC 1.20% Add +11.4% 12,370 $6.8M
Avid Wealth Partners LLC 5.24% Reduce -43.8% 12,336 $6.8M
C2C Wealth Management, LLC 6.58% Add +1.4% 12,293 $6.7M
Joel Isaacson & Co., LLC 0.35% Add +1.0% 12,225 $6.7M
West Bancorporation Inc. 4.93% Add +11.9% 12,183 $6.7M
TCI Wealth Advisors, Inc. 0.63% Reduce -8.9% 12,146 $6.6M
Financial Engines Advisors L.L.C. 0.01% Add +32.3% 12,141 $6.6M
Trust Co 0.85% Add +1.6% 12,067 $6.6M
Carolinas Wealth Consulting LLC 1.27% Add +12.9% 12,049 $6.6M
W Advisors, LLC 4.31% Reduce -1.1% 12,018 $6.6M
Ridgecrest Wealth Partners, LLC 3.95% Reduce -0.6% 11,989 $6.6M
Catalina Capital Group, LLC 2.50% Add +25.0% 11,984 $6.6M
Riverbridge Partners LLC 0.09% Add +452.1% 11,936 $6.5M
Eagle Bay Advisors LLC 3.96% Add +1.3% 11,935 $6.5M
HBK Sorce Advisory LLC 0.23% Reduce -37.3% 11,931 $6.5M
Sterling Investment Counsel, LLC 2.56% Reduce -5.7% 11,880 $6.5M
Okabena Investment Services Inc. 2.06% Reduce -0.5% 11,873 $6.5M
Mission Creek Capital Partners, Inc. 1.63% Add +26.2% 11,868 $6.5M
Trust Co. of Vermont 0.35% Add +2.8% 11,863 $6.5M
KCM Investment Advisors LLC 0.23% Reduce -4.4% 11,828 $6.5M
Cadent Capital Advisors, LLC 2.63% Reduce -2.1% 11,818 $6.5M
Waters Parkerson & Co., LLC 0.34% Add +17.7% 11,817 $6.5M
New Century Financial Group, LLC 2.74% Add +158.3% 11,799 $6.5M
Bedel Financial Consulting, Inc. 0.95% Reduce -1.4% 11,798 $6.5M
Bfsg, LLC 0.82% Reduce -25.8% 11,794 $6.5M
1834 Investment Advisors Co. 0.78% Reduce -1.0% 11,792 $6.5M
Busey Bank 0.22% Add +10.1% 11,733 $6.4M
Tempus Wealth Planning, LLC 2.68% Reduce -13.8% 11,709 $6.4M
Koss-Olinger Consulting, LLC 0.59% New 11,621 $6.4M
Garrison Point Advisors, LLC 4.18% Add +2.3% 11,580 $6.3M
Money Concepts Capital Corp. 0.53% Reduce -1.8% 11,551 $6.3M
Pittenger & Anderson Inc. 0.26% Add +1.6% 11,528 $6.3M
Heritage Trust Co 0.83% Add +1.8% 11,516 $6.3M
Burke & Herbert Bank & Trust Co. 1.53% Add +194.0% 11,486 $6.3M
ICONIQ Capital, LLC 0.13% Reduce -1.7% 11,472 $6.3M
Westmount Partners, LLC 2.07% Add +0.3% 11,437 $6.3M
Symphony Financial, Ltd. Co. 1.14% Add +21.7% 11,392 $6.3M
Smartleaf Asset Management LLC 1.02% Add +0.9% 11,369 $6.2M
Barrett & Company, Inc. 2.81% Reduce -3.6% 11,362 $6.2M
Hilltop National Bank 2.00% Reduce -0.3% 11,334 $6.2M
Astoria Strategic Wealth, Inc. 1.91% Add +3.7% 11,289 $6.2M
LifePlan Investment Advisors, Inc. 4.42% Reduce -1.1% 11,211 $6.1M
Ironwood Investment Counsel, LLC 1.09% Reduce -1.9% 11,189 $6.1M
Mechanics Financial Corp 3.13% Add +5.0% 11,147 $6.1M
Graves Light Lenhart Wealth, Inc. 0.70% Reduce -0.5% 11,108 $6.1M
Index Fund Advisors, Inc. 0.34% Reduce -1.9% 11,123 $6.1M
Awm Capital, LLC 0.92% Add +0.0% 11,116 $6.1M
Idaho Trust Co 3.11% Add +250.7% 11,107 $6.1M
JT Stratford LLC 1.13% Add +12.6% 11,081 $6.1M
NewEdge Wealth, LLC 0.13% Reduce -14.9% 11,013 $6.0M
Able Wealth Management LLC 4.95% Reduce -2.0% 11,000 $6.0M
Nicolet Bankshares Inc. 1.26% Add +0.5% 10,984 $6.0M
Fsa Wealth Partners, Inc. 1.64% Reduce -27.1% 10,944 $6.0M
Curated Wealth Partners LLC 0.84% — 10,938 $6.0M
Brass Tax Wealth Management, Inc. 1.17% Add +16.4% 10,879 $6.0M
Emerald Advisors, LLC 0.90% Reduce -5.6% 10,876 $6.0M
Badgley Phelps Wealth Managers, LLC 0.15% Reduce -2.9% 10,849 $5.9M
Transcendent Capital Group LLC 3.41% Reduce -1.0% 10,825 $5.9M
Ethos Financial Group, LLC 1.05% Add +9.0% 10,743 $5.9M
Moloney Securities Asset Management, LLC 0.86% Reduce -68.1% 10,786 $5.9M
Nilsine Partners, LLC 0.79% Add +0.2% 10,781 $5.9M
Atlantic Union Bankshares Corp 0.37% Add +74.0% 10,758 $5.9M
Meridian Financial Partners LLC 3.49% New 10,573 $5.9M
Strategies Wealth Advisors, LLC 0.86% Reduce -4.9% 10,732 $5.9M
BBJS Financial Advisors, LLC 2.19% Reduce -5.1% 10,716 $5.9M
FLC Capital Advisors 1.43% Reduce -0.5% 10,635 $5.8M
Carrera Capital Advisors 1.90% — 10,619 $5.8M
ZWJ Investment Counsel Inc. 0.26% Add +0.3% 10,615 $5.8M
Daymark Wealth Partners, LLC 0.27% Add +30.0% 10,602 $5.8M
Smart Money Group LLC 2.07% Reduce -0.6% 10,450 $5.8M
S.A. Mason LLC 3.28% Add +17.3% 10,549 $5.8M
Flagship Harbor Advisors, LLC 0.35% Reduce -9.8% 10,511 $5.8M
Rede Wealth, LLC 5.29% Add +12.7% 10,504 $5.7M
Forte Asset Management LLC 3.39% Add +3.0% 10,503 $5.7M
Bray Capital Advisors 1.44% Reduce -4.3% 10,495 $5.7M
Motco 0.34% Add +2.5% 10,437 $5.7M
Certus Wealth Management, LLC 4.31% Reduce -10.5% 10,378 $5.7M
Twin Focus Capital Partners, LLC 0.91% Add +0.6% 10,370 $5.7M
Wealthgarden F.S. LLC 5.97% — 10,362 $5.7M
Affiance Financial, LLC 1.48% Add +0.3% 10,359 $5.7M
NorthStar Asset Management LLC 3.93% Reduce -4.8% 10,349 $5.7M
BlueChip Wealth Advisors LLC 3.33% Add +0.9% 10,346 $5.7M
Stonebridge Financial Planning Group, LLC 2.84% Reduce -0.1% 10,344 $5.7M
Essential Planning, LLC. 2.49% Reduce -2.8% 10,325 $5.6M
Sound Income Strategies, LLC 0.39% Add +1.1% 10,311 $5.6M
Three Seasons Wealth, LLC 3.11% Reduce -0.3% 10,278 $5.6M
Gen-Wealth Partners Inc 2.72% Reduce -10.8% 10,268 $5.6M
Salem Investment Counselors Inc. 0.18% Reduce -0.3% 10,247 $5.6M
HTLF Bank 0.64% Reduce -1.8% 10,237 $5.6M
Soundwatch Capital LLC 30.74% Reduce -97.6% 10,211 $5.6M
PFS Partners, LLC 3.52% Reduce -2.1% 10,197 $5.6M
LVZ, Inc. 0.76% Reduce -4.7% 10,127 $5.5M
Stephens Inc. 0.08% Add +0.0% 10,112 $5.5M
Clearstead Trust, LLC 1.37% Reduce -0.9% 10,092 $5.5M
Sykon Capital LLC 2.08% Reduce -47.9% 10,080 $5.5M
GSG Advisors LLC 1.95% Reduce -5.5% 10,051 $5.5M
Callan Capital, LLC 0.45% Add +6.6% 10,070 $5.5M
Quad-Cities Investment Group, LLC 3.05% Reduce -1.3% 10,062 $5.5M
Berkeley, Inc 3.41% Reduce -5.8% 10,037 $5.5M
Brand Asset Management Group, Inc. 2.31% Reduce -2.2% 10,004 $5.5M
James J. Burns & Company, LLC 1.08% Add +874.0% 9,993 $5.5M
Optivise Advisory Services LLC 2.93% — 9,902 $5.4M
Windham Capital Management, LLC 4.24% No change 9,900 $5.4M
Coppell Advisory Solutions LLC 0.89% — 9,891 $5.4M
First National Bank of Omaha 0.36% Reduce -0.7% 9,866 $5.4M
Compagnie Lombard Odier SCmA 0.09% Add +16.5% 9,855 $5.4M
Grayhawk Investment Strategies Inc. 24.55% Reduce -1.2% 9,851 $5.4M
Vise Technologies, Inc. 0.95% Add +184.5% 9,848 $5.4M
Lakeridge Wealth Management LLC 3.22% Add +12.5% 9,786 $5.4M
Zurich Insurance Group Ltd 0.05% New 10,270 $5.4M
Wooster Corthell Wealth Management, Inc. 1.21% Reduce -5.0% 9,773 $5.3M
Treasurer of the State of North Carolina 0.02% Reduce -50.4% 9,770 $5.3M
Cypress Capital, LLC 1.45% Add +31.4% 9,732 $5.3M
Morling Financial Advisors, LLC 2.32% Add +2.9% 9,714 $5.3M
National Wealth Management Group, LLC 4.05% Add +31.8% 9,705 $5.3M
BCU Wealth Advisors, LLC 3.91% Reduce -5.8% 9,686 $5.3M
Peak Asset Management, LLC 1.04% Add +5.9% 9,684 $5.3M
Shoker Investment Counsel, Inc. 1.86% Add +1.1% 9,640 $5.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.58% Add +14.3% 9,636 $5.3M
Annapolis Financial Services, LLC 1.71% Reduce -3.2% 9,633 $5.3M
Alterna Wealth Management, Inc. 4.60% Reduce -11.7% 9,589 $5.2M
Olde Wealth Management, LLC 1.99% Reduce -0.6% 9,525 $5.2M
FDx Advisors, Inc. 1.44% Reduce -47.2% 9,515 $5.2M
Beacon Bank & Trust 1.31% Reduce -2.6% 9,498 $5.2M
Meridian Wealth Partners, LLC 0.92% Reduce -3.3% 9,476 $5.2M
EFG Asset Management (Americas) Corp. 1.01% Add +222.2% 9,437 $5.2M
Truefg, LLC 1.86% Reduce -0.2% 9,419 $5.2M
Israel Discount Bank of New York 8.20% Reduce -23.0% 9,412 $5.2M
NorthCrest Asset Manangement, LLC 0.17% Reduce -1.5% 9,406 $5.1M
Steph & Co. 1.75% No change 9,379 $5.1M
Headlands Technologies LLC 0.54% Add +123.4% 9,285 $5.1M
Larson Financial Group LLC 0.35% Add +19.7% 9,276 $5.1M
Presidio Capital Management, LLC 3.54% New 9,254 $5.1M
Baker Tilly Wealth Management, LLC 2.06% Reduce -42.4% 9,225 $5.0M
Capital Group Private Client Services, Inc. 0.05% Add +54.5% 9,171 $5.0M
Platform Technology Partners 1.73% — 9,165 $5.0M
Brady Family Wealth, LLC 1.62% Add +0.6% 9,156 $5.0M
Alliance Wealth Advisors, LLC 1.46% Add +6.5% 9,118 $5.0M
Sonoma Private Wealth LLC 8.10% Reduce -1.3% 9,117 $5.0M
Successful Portfolios LLC 3.48% Add +8.3% 9,092 $5.0M
Private Wealth Partners, LLC 0.37% Reduce -5.9% 9,047 $5.0M
Defined Wealth Management, LLC 3.44% Reduce -0.2% 9,035 $4.9M
TCTC Holdings, LLC 0.17% Reduce -0.1% 9,020 $4.9M
Sfm, LLC 3.70% Reduce -0.8% 8,982 $4.9M
Vawter Financial, Ltd. 3.35% Add +4.3% 8,932 $4.9M
Elevated Capital Advisors, LLC 1.37% Add +142.1% 8,920 $4.9M
Financial Council, LLC 2.73% Reduce -4.8% 8,917 $4.9M
NovaPoint Capital, LLC 1.65% Add +20.6% 8,898 $4.9M
Fiduciary Group, LLC 0.52% Reduce -0.2% 8,889 $4.9M
Pinnacle Wealth Planning Services, Inc. 0.69% Reduce -1.4% 8,846 $4.8M
Kwmg, LLC 0.52% Add +16.5% 8,839 $4.8M
West Branch Capital LLC 1.79% Reduce -1.0% 8,832 $4.8M
Jacobi Capital Management LLC 0.42% Add +262.4% 8,825 $4.8M
Redhawk Wealth Advisors, Inc. 0.73% Reduce -25.2% 8,762 $4.8M
BOS Asset Management, LLC 2.22% Reduce -8.1% 8,748 $4.8M
Moneda S.A. Administradora General de Fondos 3.35% No change 8,700 $4.8M
MRP Capital Investments, LLC 4.44% Add +3.7% 8,675 $4.7M
Allen Capital Group, LLC 0.67% Add +1.2% 8,645 $4.7M
CM Wealth Advisors LLC 2.24% Reduce -3.6% 8,629 $4.7M
Peterson Wealth Advisors, LLC 0.99% Reduce -7.0% 8,620 $4.7M
Security Benefit Life Insurance Co. 1.56% Reduce -30.1% 8,600 $4.7M
Merkkuri Wealth Advisors LLC 4.33% — 8,590 $4.7M
Semus Wealth Partners LLC 3.63% Reduce -8.2% 8,590 $4.7M
Leo Wealth, LLC 0.48% Add +6.5% 8,572 $4.7M
Blue Bell Private Wealth Management, LLC 0.97% Add +0.7% 8,558 $4.7M
Banque Pictet & Cie SA 0.05% Reduce -2.9% 8,537 $4.7M
New Republic Capital, LLC 2.33% Add +40.7% 8,477 $4.6M
Mitchell Capital Management Co. 0.82% Add +0.2% 8,464 $4.6M
Nicholas Hoffman & Company, LLC. 0.22% Add +2.7% 8,427 $4.6M
Maiden Cove Capital, LLC 10.00% — 8,772 $4.6M
Valley National Advisers Inc. 0.68% Add +16.3% 8,371 $4.6M
Bear Mountain Capital, Inc. 1.86% No change 8,132 $4.6M
Stockman Wealth Management, Inc. 0.80% Reduce -5.3% 8,364 $4.6M
Level Four Advisory Services, LLC 0.21% Reduce -53.4% 8,340 $4.6M
Measured Wealth Private Client Group, LLC 1.60% Reduce -5.2% 8,333 $4.6M
49 Wealth Management, LLC 0.90% Reduce -0.8% 8,300 $4.6M
Stephen J. Garry & Associates, LLC 4.60% Reduce -0.0% 8,312 $4.5M
Ellis Investment Partners, LLC 0.96% Add +1.4% 8,310 $4.5M
Journey Advisory Group, LLC 0.54% Add +7.3% 8,290 $4.5M
Seven Springs Wealth Group, LLC 1.81% Reduce -2.7% 8,281 $4.5M
Shorepath Capital Management LLC 3.48% No change 8,254 $4.5M
Legacy Advisory Services, LLC 4.13% Reduce -0.1% 8,248 $4.5M
Bluespring Wealth Management, LLC 0.48% Add +0.3% 8,234 $4.5M
Wall Street Financial Group, Inc. 7.65% — 8,229 $4.5M
Signet Financial Management, LLC 0.61% Reduce -13.4% 8,229 $4.5M
NBT Bank, N.A. 0.32% Reduce -9.2% 8,222 $4.5M
Raab & Moskowitz Asset Management LLC 1.22% Reduce -1.4% 8,206 $4.5M
Stokes Family Office, LLC 0.52% Add +0.9% 8,156 $4.5M
Access Financial Services, Inc. 2.03% Reduce -1.1% 8,153 $4.5M
Schmidt P J Investment Management Inc. 0.81% Reduce -1.6% 8,150 $4.5M
VestGen Investment Management 1.32% Reduce -12.8% 8,147 $4.5M
Rockwood Wealth Management, LLC 0.54% Add +23.0% 8,127 $4.4M
Goepper Burkhardt LLC 2.01% Add +40.2% 8,111 $4.4M
Forum Financial Management, LP 0.08% Reduce -4.1% 8,094 $4.4M
Franklin, Parlapiano, Turner & Welch, LLC 1.23% Reduce -3.1% 8,087 $4.4M
Forte Capital LLC 0.53% Add +11.7% 8,074 $4.4M
Tyche Wealth Partners LLC 1.08% Add +2.5% 8,072 $4.4M
Marex Group Ltd 0.12% Add +1990.7% 8,070 $4.4M
Boston Family Office LLC 0.32% Reduce -24.5% 8,039 $4.4M
Pinnacle Bancorp, Inc. 1.30% Reduce -0.2% 8,037 $4.4M
All Season Financial Advisors, Inc. 3.98% Add +26.3% 8,015 $4.4M
Magnus Financial Group LLC 0.49% Add +11.2% 7,973 $4.4M
Compass Ion Advisors, LLC 0.62% No change 8,289 $4.4M
Asset Planning Corporation 3.25% Reduce -3.0% 7,934 $4.3M
Lincoln Capital Corp. 1.86% Add +4.7% 7,912 $4.3M
World Equity Group, Inc. 1.29% Reduce -56.7% 7,892 $4.3M
VitalStone Financial, LLC 3.10% Add +21.0% 7,823 $4.3M
Stegner Investment Associates Inc. 3.08% Reduce -0.3% 7,817 $4.3M
Clayton Financial Group LLC 1.85% Add +5.0% 8,134 $4.3M
St. Johns Investment Management Company, LLC 2.03% Reduce -2.1% 7,813 $4.3M
Old Mission Investment Co LLC 1.39% Add +0.1% 7,804 $4.3M
First County Bank 2.19% Reduce -8.3% 7,799 $4.3M
Dentgroup LLC 3.43% Reduce -2.5% 7,783 $4.3M
Weaver Consulting Group 1.48% Add +4.6% 7,770 $4.3M
Colonial River Investments, LLC 2.29% Reduce -22.8% 7,765 $4.2M
Auxano Advisors, LLC 1.17% Reduce -0.1% 7,723 $4.2M
Intelligence Driven Advisers, LLC 0.60% Add +15.4% 7,709 $4.2M
Triumph Capital Management 1.65% Add +17.2% 7,708 $4.2M
Efficient Advisors, LLC 0.27% Reduce -19.7% 7,699 $4.2M
Zega Financial, LLC 1.52% Add +37.5% 7,696 $4.2M
Dana Investment Advisors, Inc. 0.14% Add +0.5% 7,675 $4.2M
WJ Wealth Management, LLC 1.53% Reduce -0.5% 7,672 $4.2M
BlueSky Wealth Advisors, LLC 0.70% Reduce -2.4% 7,641 $4.2M
GFS Advisors, LLC 0.67% Add +1238.2% 101,571 $4.2M
Northeast Investment Management 0.20% Reduce -2.1% 7,585 $4.2M
Cassaday & Co Wealth Management LLC 0.13% Add +1.8% 7,572 $4.1M
Archvest Wealth Advisors, Inc. 2.74% Add +21.9% 7,535 $4.1M
Hollow Brook Wealth Management LLC 1.40% Add +0.7% 7,548 $4.1M
Portside Wealth Group, LLC 0.79% Reduce -11.4% 7,537 $4.1M
Glassman Wealth Services 0.76% Reduce -18.7% 7,533 $4.1M
Paces Ferry Wealth Advisors, LLC 2.49% Add +0.6% 7,532 $4.1M
Absolute Capital Management, LLC 2.49% Reduce -7.3% 7,512 $4.1M
Brown Miller Wealth Management, LLC 1.70% Add +6.1% 7,481 $4.1M
GPS Wealth Strategies Group, LLC 0.61% Add +22.1% 7,472 $4.1M
Parkside Financial Bank & Trust 0.64% Reduce -4.5% 7,470 $4.1M
Strategic Financial Concepts, LLC 2.38% Add +16180.5% 2,130,469 $4.1M
Ruggaard & Associates LLC 1.88% Reduce -3.7% 7,443 $4.1M
Intelligent Financial Strategies 2.50% Reduce -1.0% 7,430 $4.1M
Beverly Hills Private Wealth, LLC 0.89% Reduce -4.8% 7,427 $4.1M
Madison Asset Management, LLC 0.05% Add +13.3% 7,407 $4.1M
New England Private Wealth Advisors LLC 0.71% Add +4.4% 7,400 $4.0M
Gemmer Asset Management LLC 0.43% Add +1.2% 7,381 $4.0M
Ayalon Insurance Comp Ltd. 1.33% Add +5.9% 7,356 $4.0M
Geller Advisors LLC 0.30% Add +0.1% 7,336 $4.0M
Sage Capital Advisors,llc 1.15% Reduce -1.4% 7,328 $4.0M
M3 Advisory Group, LLC 3.30% Add +5.0% 7,328 $4.0M
Jackson, Grant Investment Advisers, Inc. 1.62% Reduce -0.3% 7,317 $4.0M
AA Financial Advisors, LLC 1.41% Add +8.0% 7,306 $4.0M
Jamison Private Wealth Management, Inc. 0.66% Add +16.4% 7,274 $4.0M
Simplex Trading, LLC 0.13% New 7,269 $4.0M
Northwest Investment Counselors, LLC 0.99% Add +9.3% 7,254 $4.0M
QRG Capital Management, Inc. 0.05% Add +5.1% 7,247 $4.0M
Plum Street Advisors, LLC 2.31% Reduce -0.6% 7,246 $4.0M
Marietta Wealth Management, LLC 0.62% Reduce -0.1% 7,245 $4.0M
Pillar Wealth Advisors, LLC 4.75% Reduce -31.3% 7,229 $4.0M
Schorn Wealth LLC 1.42% New 7,229 $4.0M
Gitterman Wealth Management, LLC 1.52% Add +0.0% 7,217 $3.9M
HM Payson & Co. 0.07% Reduce -0.4% 7,210 $3.9M
Luken Investment Analytics, LLC 1.98% Reduce -28.5% 7,183 $3.9M
Traynor Capital Management, Inc. 0.33% Add +7.1% 7,157 $3.9M
Aaron Wealth Advisors LLC 0.54% Add +0.2% 7,156 $3.9M
WR Wealth Planners, LLC 1.19% Reduce -1.5% 7,155 $3.9M
Nemes Rush Group LLC 0.54% Reduce -15.0% 7,140 $3.9M
Strategy Asset Managers LLC 0.87% Reduce -6.1% 8,762 $3.9M
Rinkey Investments 1.40% No change 7,131 $3.9M
Aufman Associates Inc 2.78% Add +0.2% 7,127 $3.9M
Premier Path Wealth Partners, LLC 0.66% Add +69.5% 7,116 $3.9M
RHS Financial, LLC 2.38% Reduce -0.3% 7,108 $3.9M
Sprinkle Financial Consultants LLC 3.06% Add +16.7% 7,101 $3.9M
Personal Cfo Solutions, LLC 0.59% Add +2.6% 7,059 $3.9M
TFB Advisors LLC 1.26% Reduce -53.5% 7,056 $3.9M
Fullcircle Wealth LLC 1.89% — 7,093 $3.9M
ICA Group Wealth Management, LLC 2.30% Reduce -69.3% 6,995 $3.8M
Enterprise Bank & Trust Co 1.31% Add +2.0% 6,988 $3.8M
Lansing Street Advisors 1.59% Add +10.1% 6,982 $3.8M
Oakwell Private Wealth Management, LLC 1.08% No change 6,979 $3.8M
MIdWestOne Financial Group, Inc. 0.69% No change 6,950 $3.8M
CIC Wealth, LLC 1.05% Add +0.3% 6,944 $3.8M
Banque Cantonale Vaudoise 0.15% Add +0.3% 6,934 $3.8M
Guyasuta Investment Advisors Inc. 0.28% No change 7,939 $3.8M
CoreFirst Bank & Trust 2.55% Add +5.8% 6,926 $3.8M
Cim, LLC 0.57% Reduce -5.5% 6,828 $3.8M
Edgemoor Investment Advisors, Inc. 0.35% Add +1.6% 6,891 $3.8M
Cornell Pochily Investment Advisors, Inc. 1.43% Add +1.9% 6,873 $3.8M
Empowered Funds, LLC 0.06% Reduce -23.8% 6,852 $3.7M
Strid Group, LLC 0.62% Reduce -12.6% 6,850 $3.7M
Quadrant Private Wealth Management, LLC 0.86% Reduce -9.3% 6,841 $3.7M
Smithbridge Asset Management Inc. 0.77% Reduce -32.0% 6,782 $3.7M
Foresight Capital Management Advisors, Inc. 2.52% Add +0.1% 6,780 $3.7M
Lindbrook Capital, LLC 0.35% Add +1.4% 6,759 $3.7M
Birmingham Capital Management Co. Inc. 1.44% Reduce -1.1% 6,753 $3.7M
Insight Advisors, LLC/ PA 0.67% Reduce -0.9% 6,743 $3.7M
Etesian Wealth Advisors, Inc. 2.07% Add +142.2% 6,741 $3.7M
Richard W. Paul & Associates, LLC 1.42% Reduce -3.3% 6,734 $3.7M
Abbrea Capital, LLC 0.49% Reduce -0.6% 6,705 $3.7M
WestHill Financial Advisors, Inc. 0.89% Add +2.3% 6,696 $3.7M
Carret Asset Management, LLC 0.43% Add +1.1% 6,667 $3.6M
NFSG Corp 1.36% Add +62.6% 6,659 $3.6M
WESPAC Advisors, LLC 2.84% Reduce -2.7% 6,638 $3.6M
Harvey Capital Management Inc. 0.95% Reduce -1.5% 6,634 $3.6M
Investors Research Corp 0.85% Reduce -0.3% 6,621 $3.6M
Straight Path Wealth Management 1.85% Reduce -6.2% 6,599 $3.6M
GenTrust, LLC 0.20% No change 6,590 $3.6M
First United Bank & Trust 1.34% Reduce -0.1% 6,584 $3.6M
Sonata Capital Group Inc. 1.85% Add +1.4% 6,580 $3.6M
Triune Financial Partners, LLC 1.23% Add +0.3% 6,576 $3.6M
Clarkston Capital Partners, LLC 0.07% Reduce -1.5% 6,555 $3.6M
First Bancorp, Inc 2.64% Reduce -0.9% 6,537 $3.6M
Cassady Schiller Wealth Management, LLC 1.45% No change 6,534 $3.6M
Independent Advisor Alliance 0.12% Reduce -0.3% 6,533 $3.6M
Trust Co of the South 0.85% No change 6,528 $3.6M
Vontobel Holding Ltd. 0.01% No change 6,524 $3.6M
Everpar Advisors LLC 1.79% Add +92.9% 6,521 $3.6M
Macroview Investment Management LLC 3.79% Reduce -3.2% 6,490 $3.6M
Oldfather Financial Services, LLC 1.46% Add +0.1% 6,489 $3.6M
Arista Wealth Management, LLC 0.93% Add +79.7% 6,477 $3.5M
Sei Investments Co. 0.01% Reduce -9.3% 6,466 $3.5M
Galvin, Gaustad & Stein, LLC 0.33% Add +11.3% 6,421 $3.5M
Lion Street Advisors, LLC 1.30% Add +8.3% 6,394 $3.5M
Hill Island Financial LLC 1.14% Reduce -0.6% 6,374 $3.5M
Lyell Wealth Management, LP 0.33% Reduce -2.6% 6,367 $3.5M
Romano Brothers and Company 0.48% Reduce -0.1% 6,365 $3.5M
First Financial Bankshares Inc 0.08% Reduce -2.4% 6,359 $3.5M
Asset Dedication, LLC 0.24% Add +1.0% 6,326 $3.5M
Clifford Swan Investment Counsel LLC 0.13% No change 6,291 $3.4M
Mattern Wealth Management LLC 0.83% Reduce -1.6% 6,286 $3.4M
Condor Capital Management 0.33% Reduce -1.2% 6,269 $3.4M
Davidson Trust Co. 2.36% Reduce -6.2% 6,256 $3.4M
Total Clarity Wealth Management, Inc. 1.19% Add +1.7% 6,251 $3.4M
Hutchens & Kramer Investment Management Group, LLC 1.89% Reduce -31.5% 6,232 $3.4M
Pension & Wealth Management Advisors, Inc. 1.96% Add +7.3% 6,242 $3.4M
Stone Summit Wealth LLC 1.22% Add +7.0% 6,240 $3.4M
Mason & Associates, LLC 1.12% Reduce -8.3% 6,208 $3.4M
Arlington Trust Co LLC 0.80% Add +51.1% 6,201 $3.4M
Facet Wealth, Inc. 0.10% Reduce -9.4% 6,208 $3.4M
Valley Wealth Managers, Inc. 0.27% Reduce -10.5% 6,180 $3.4M
Legacy Financial Advisors, Inc. 0.60% Reduce -49.3% 6,161 $3.4M
Atlas Brown,Inc. 1.21% Add +4.3% 6,155 $3.4M
Leeward Financial Partners, LLC 1.35% Add +9.9% 6,091 $3.3M
Wealthcare Capital Management LLC 0.35% Reduce -6.0% 6,087 $3.3M
Goodman Financial Corp 0.74% Add +1240.6% 6,073 $3.3M
Financial Perspectives, Inc 1.23% Add +0.6% 6,065 $3.3M
Fisher Asset Management 0.00% Add +11.9% 6,049 $3.3M
Rockland Trust Co. 0.17% Reduce -4.8% 6,046 $3.3M
Koesten, Hirschmann & Crabtree, INC. 2.12% No change 6,289 $3.3M
Thrive Wealth Management, LLC 0.65% Add +2.5% 6,031 $3.3M
Full Sail Capital, LLC 0.22% Reduce -2.8% 6,017 $3.3M
Sage Financial Group Inc. 0.28% Add +6.9% 5,994 $3.3M
Warner Financial, Inc. 1.60% Add +0.2% 5,987 $3.3M
Beacon Financial Advisory LLC 1.22% Add +11.4% 5,979 $3.3M
Chesapeake Wealth Management 1.18% Add +13.9% 5,931 $3.2M
Redwood Wealth Management Group, LLC 2.45% Add +2.7% 5,930 $3.2M
Investment Partners, LTD. 1.46% Reduce -0.8% 5,929 $3.2M
Hohimer Wealth Management, LLC 0.75% Add +5.4% 5,912 $3.2M
Newport Capital Group, LLC 2.56% — 5,910 $3.2M
WNY Asset Management, LLC 0.43% Add +3.8% 5,907 $3.2M
Prudent Man Advisors, LLC 1.14% No change 5,873 $3.2M
First Business Financial Services, Inc. 0.34% No change 5,873 $3.2M
Woodley Farra Manion Portfolio Management Inc. 0.17% Reduce -3.9% 5,857 $3.2M
Rathbones Group PLC 0.02% Add +0.9% 5,857 $3.2M
Prostatis Group LLC 1.12% Add +8.6% 5,848 $3.2M
McIlrath & Eck, LLC 0.47% Reduce -3.3% 5,806 $3.2M
Aspire Private Capital, LLC 0.82% Reduce -10.5% 5,798 $3.2M
Tranquility Partners, LLC 1.21% Reduce -0.8% 5,764 $3.2M
Mairs & Power Inc. 0.03% Reduce -7.6% 5,760 $3.2M
Concentric Wealth Management, LLC 0.82% Reduce -3.7% 5,753 $3.1M
Paladin Advisory Group, LLC 2.45% Add +0.6% 5,727 $3.1M
Aspen Investment Management Inc 1.57% No change 5,736 $3.1M
Oakworth Capital, Inc. 0.23% Reduce -2.0% 5,719 $3.1M
Vident Advisory, LLC 0.09% Add +5.7% 5,684 $3.1M
FAS Wealth Partners, Inc. 0.27% Add +0.2% 5,682 $3.1M
United Capital Management of KS, Inc. 0.68% Reduce -14.8% 5,673 $3.1M
Black Diamond Financial, LLC 0.60% Add +1.1% 5,666 $3.1M
Ascentis Independent Advisors 0.65% — 5,660 $3.1M
Two West Capital Advisors LLC 2.95% — 5,654 $3.1M
Hemington Wealth Management 1.04% Add +1.3% 5,654 $3.1M
West Paces Advisors Inc. 0.81% Add +1.8% 5,646 $3.1M
Topel & Distasi Wealth Management, LLC 1.35% No change 5,630 $3.1M
Harbour Capital Advisors, LLC 0.73% Add +2.6% 5,615 $3.1M
SilverOak Wealth Management LLC 0.74% Reduce -1.5% 5,620 $3.1M
Frank, Rimerman Advisors LLC 0.22% Reduce -1.4% 5,609 $3.1M
Arcadia Investment Advisors LLC 1.74% Reduce -0.1% 5,604 $3.1M
Carmichael Hill & Associates, Inc. 1.24% Reduce -0.4% 5,586 $3.1M
First Western Trust Bank 0.15% Reduce -14.3% 5,585 $3.1M
Uptick Partners, LLC 2.34% No change 5,797 $3.0M
Ackerman Capital Advisors, LLC 0.80% No change 5,527 $3.0M
Intrua Financial, LLC 0.49% Reduce -0.1% 5,509 $3.0M
Schnieders Capital Management LLC 0.61% No change 5,507 $3.0M
Corrigan Financial, Inc. 0.77% No change 5,732 $3.0M
Resurgent Financial Advisors LLC 1.88% Reduce -49.3% 5,501 $3.0M
Arbor Trust Wealth Advisors, LLC 1.58% Reduce -0.6% 5,486 $3.0M
Schneider Downs Wealth Management Advisors, LP 0.67% Reduce -0.6% 5,484 $3.0M
Tufton Capital Management 0.58% Add +4.3% 5,466 $3.0M
CWS Financial Advisors, LLC 1.16% Reduce -1.6% 5,407 $3.0M
PVG Asset Management Corp. 11.71% — 5,402 $3.0M
Wallace Advisory Group, LLC 2.13% Reduce -21.3% 5,400 $3.0M
Cahill Financial Advisors Inc. 0.40% Reduce -12.3% 5,399 $3.0M
TFO Wealth Partners, LLC 0.58% Reduce -0.9% 5,379 $2.9M
Worth Financial Advisory Group, LLC 1.93% Reduce -2.6% 5,374 $2.9M
Crown Wealth Group, LLC 1.47% Reduce -3.4% 5,368 $2.9M
Pettyjohn, Wood & White, Inc. 0.57% Add +25.8% 5,365 $2.9M
Northwest Capital Management Inc 1.07% Reduce -18.9% 5,362 $2.9M
Capital Investment Counsel, LLC 0.58% Reduce -7.7% 5,358 $2.9M
Procyon Advisors, LLC 0.22% Add +4.1% 5,354 $2.9M
Mogy Joel R Investment Counsel Inc. 0.18% No change 5,323 $2.9M
Spirepoint Private Client, LLC 0.41% Add +2.9% 5,316 $2.9M
Evanson Asset Management, LLC 0.21% Reduce -30.8% 5,315 $2.9M
Insigneo Advisory Services, LLC 0.33% Add +33.7% 5,578 $2.9M
Appleton Partners Inc. 0.22% No change 5,291 $2.9M
Biltmore Family Office, LLC 0.53% Add +5.3% 5,281 $2.9M
Segment Wealth Management, LLC 0.21% Add +0.1% 5,255 $2.9M
Liberty Capital Management, Inc. 0.68% Add +16.7% 5,246 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 5,245 $2.9M
First National Corp. /Ma/ 0.68% Add +1.5% 5,238 $2.9M
Lazari Capital Management, Inc. 1.29% Add +284.2% 5,229 $2.9M
Centric Wealth Management 0.82% Reduce -2.8% 5,212 $2.9M
Ipswich Investment Management Co., Inc. 0.66% Add +0.9% 5,191 $2.8M
First Trust Direct Indexing L.P. 0.18% Add +190.7% 5,183 $2.8M
Curbstone Financial Management Corp 0.61% Add +17.0% 5,162 $2.8M
Laurel Wealth Planning LLC 1.96% Reduce -1.1% 5,157 $2.8M
Global Financial Private Client, LLC 1.18% Reduce -4.6% 5,137 $2.8M
MBA Advisors LLC 1.43% Add +0.5% 5,125 $2.8M
Van Strum & Towne Inc. 1.02% Reduce -2.2% 5,123 $2.8M
Howard Wealth Management, LLC 2.21% Reduce -0.5% 5,123 $2.8M
Chilton Capital Management LLC 0.13% Reduce -16.9% 5,116 $2.8M
Summit Financial Wealth Advisors, LLC 0.57% Reduce -0.4% 5,111 $2.8M
Castle Wealth Management LLC 1.34% Reduce -0.4% 5,109 $2.8M
Renasant Bank 1.92% Add +67.0% 5,094 $2.8M
Global Strategic Investment Solutions, LLC 0.34% Add +0.3% 5,075 $2.8M
Pineridge Advisors LLC 0.94% Reduce -3.1% 5,060 $2.8M
American Financial Advisors, LLC 0.39% Reduce -4.0% 5,059 $2.8M
Caldwell Sutter Capital, Inc. 1.37% Reduce -1.0% 5,055 $2.8M
Melfa Wealth Management, Inc. 1.93% Add +5.1% 5,042 $2.8M
Axiom Advisory, LLC 0.03% New 5,239 $2.8M
Walled Lake Planning & Wealth Management, LLC 1.12% Add +7.2% 5,027 $2.8M
Sterling Wealth Management, Inc. 1.30% Reduce -13.0% 5,022 $2.7M
Triton Financial Group Inc 1.93% Add +1.4% 5,022 $2.7M
Fortis Capital Management LLC 0.58% Reduce -0.2% 4,993 $2.7M
Davis R M Inc. 0.06% Reduce -0.8% 4,985 $2.7M
Traveka Wealth, LLC 1.33% Add +5.8% 4,983 $2.7M
Peoples Financial Services Corp. 1.23% Reduce -18.5% 4,981 $2.7M
Arcadia Investment Management Corp. 0.46% Reduce -18.1% 4,974 $2.7M
MB Generational Wealth, LLC 2.10% Reduce -5.0% 4,952 $2.7M
Ridgepath Capital Management LLC 2.65% Add +1.1% 4,942 $2.7M
PSI Advisors, LLC 0.86% Reduce -18.9% 4,940 $2.7M
REAP Financial Group, LLC 0.73% Reduce -11.3% 4,938 $2.7M
Rothschild & Co Wealth Management UK Ltd 0.05% No change 4,929 $2.7M
Gratus Wealth Advisors, LLC 0.46% Reduce -0.3% 4,884 $2.7M
Paulson Wealth Management Inc. 0.78% Add +1.4% 4,906 $2.7M
Clarity Capital Advisors, LLC 2.07% Add +0.3% 4,886 $2.7M
Vanguard Personalized Indexing Management, LLC 0.05% Add +11.4% 4,877 $2.7M
Aptus Capital Advisors, LLC 0.05% Reduce -16.9% 4,863 $2.7M
Fortis Group Advisors, LLC 0.53% Reduce -3.1% 4,854 $2.7M
Forefront Analytics, LLC 1.27% Reduce -6.4% 4,847 $2.7M
Kavar Capital Partners Group, LLC 0.48% Add +6.5% 4,830 $2.6M
Realta Investment Advisors 0.52% Add +260.7% 4,822 $2.6M
Alerus Financial NA 0.20% Reduce -4.8% 4,818 $2.6M
FF Advisors,LLC 1.85% Reduce -3.8% 4,808 $2.6M
Kohmann Bosshard Financial Services, LLC 0.35% Add +1.8% 4,806 $2.6M
Peninsula Wealth, LLC 0.49% Add +492.0% 4,665 $2.6M
Titleist Asset Management, LLC 0.40% Reduce -9.9% 4,795 $2.6M
Napatree Capital LLC 2.12% Add +0.1% 4,782 $2.6M
Darrow Company, Inc. 1.70% Add +0.0% 4,776 $2.6M
Howard Financial Services, LTD. 0.43% Add +0.3% 4,776 $2.6M
Gallacher Capital Management LLC 1.37% Reduce -3.3% 4,748 $2.6M
MBM Wealth Consultants, LLC 0.89% Reduce -1.1% 4,648 $2.6M
Goodwin Investment Advisory 1.19% Add +0.1% 4,737 $2.6M
Courage Miller Partners, LLC 0.93% Reduce -0.1% 4,726 $2.6M
Aprio Wealth Management, LLC 0.47% Reduce -2.1% 4,721 $2.6M
Girard Partners LTD. 0.24% Reduce -8.0% 4,702 $2.6M
Centennial Bank 1.26% Reduce -0.2% 4,700 $2.6M
New Millennium Group LLC 1.68% Add +6.0% 4,689 $2.6M
Zacks Investment Management 0.03% Add +1.6% 4,683 $2.6M
SRH Advisors, LLC 0.86% No change 4,677 $2.6M
Meyer Handelman Co. 0.09% Add +35.5% 4,670 $2.6M
PGIM Custom Harvest LLC 0.06% Add +21.4% 4,661 $2.6M
Tolleson Wealth Management, Inc. 0.50% No change 4,656 $2.5M
Sage Rhino Capital LLC 0.61% No change 4,655 $2.5M
Cowa, LLC 1.36% Reduce -2.3% 4,649 $2.5M
Arlington Financial Advisors, LLC 0.56% Add +1.5% 4,646 $2.5M
Trust Co of Tennessee 0.91% — 4,643 $2.5M
Kathleen S. Wright Associates Inc. 1.16% Reduce -2.5% 4,627 $2.5M
SOA Wealth Advisors, LLC. 0.51% Add +0.2% 4,624 $2.5M
Mengis Capital Management, Inc. 0.52% Add +63.3% 4,621 $2.5M
Financial Consulate, Inc. 0.74% Reduce -2.0% 4,618 $2.5M
Avantax Planning Partners, Inc. 0.08% Add +6.7% 4,609 $2.5M
Lane & Associates LLC 1.49% Add +11.8% 4,602 $2.5M
AlphaStar Capital Management, LLC 0.23% Reduce -8.7% 4,601 $2.5M
Turtle Creek Wealth Advisors, LLC 0.58% Add +10.2% 4,594 $2.5M
StoneCrest Wealth Management, Inc. 1.91% Reduce -10.3% 4,578 $2.5M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -15.6% 4,561 $2.5M
GC Wealth Management RIA, LLC 0.49% Add +10.0% 4,566 $2.5M
Smith Thornton Advisors LLC 1.84% — 4,562 $2.5M
Hobart Private Capital, LLC 0.71% Reduce -26.6% 4,559 $2.5M
Bridge Advisory, LLC 1.23% Reduce -24.9% 4,557 $2.5M
GAMMA Investing LLC 0.34% Add +8.1% 4,551 $2.5M
Allie Family Office LLC 1.50% Reduce -20.0% 4,485 $2.5M
Austin Private Wealth, LLC 0.27% Reduce -0.4% 4,548 $2.5M
Cobblestone Capital Advisors LLC 0.15% Reduce -1.9% 4,532 $2.5M
Mesirow Institutional Investment Management, Inc. 0.22% Add +0.3% 4,517 $2.5M
Keel Point, LLC 0.22% Add +71.9% 4,532 $2.5M
Plancorp, LLC 0.11% Add +17.4% 4,500 $2.5M
Obermeyer Wealth Partners 0.14% Add +6.1% 4,488 $2.5M
Almanack Investment Partners, LLC. 0.41% Add +66.6% 4,484 $2.5M
JARISLOWSKY, FRASER Ltd 0.01% New 4,482 $2.5M
GHP Investment Advisors, Inc. 0.12% Reduce -1.0% 4,452 $2.4M
Islay Capital Management, LLC 1.76% Reduce -3.2% 4,447 $2.4M
FSM Wealth Advisors, LLC 0.81% Reduce -0.1% 4,434 $2.4M
Alpha Cubed Investments, LLC 0.12% Reduce -2.3% 4,427 $2.4M
Wealth Effects LLC 0.88% Reduce -19.4% 4,419 $2.4M
Florida Trust Wealth Management Co 0.08% Reduce -1.7% 4,417 $2.4M
Virtue Capital Management, LLC 0.41% Reduce -19.3% 4,334 $2.4M
Resources Management Corp. /CT/ 0.35% Reduce -0.9% 4,416 $2.4M
Vigilare Wealth Management 1.07% Reduce -3.6% 4,407 $2.4M
Beck Mack & Oliver LLC 0.05% Add +4.5% 4,407 $2.4M
Laurel Wealth Advisors LLC 0.42% Reduce -3.6% 4,407 $2.4M
Cullen/Frost Bankers, Inc. 0.03% Add +25.5% 4,401 $2.4M
Continental Investors Services, Inc. 5.35% Reduce -6.8% 4,394 $2.4M
Exchange Capital Management, Inc. 0.39% Reduce -7.3% 4,390 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -8.3% 4,385 $2.4M
Lincoln Capital LLC 0.53% Reduce -1.5% 4,376 $2.4M
Oxinas Partners, LLC 1.59% Reduce -15.1% 4,372 $2.4M
Sonora Investment Management Group, LLC 0.19% No change 4,545 $2.4M
Breed's Hill Capital LLC 2.11% Add +19.8% 4,360 $2.4M
Sage Mountain Advisors LLC 0.22% Add +12.6% 4,339 $2.4M
Court Place Advisors, LLC 0.74% Add +0.4% 4,337 $2.4M
CSM Advisors, LLC 0.17% Reduce -32.7% 4,330 $2.4M
Colony Family Offices, LLC 0.76% Reduce -7.9% 4,321 $2.4M
CapWealth Advisors, LLC 0.30% Reduce -2.0% 4,313 $2.4M
Knightsbridge Asset Management, LLC 0.59% No change 4,277 $2.3M
Silvia McColl Wealth Management, LLC 1.94% No change 4,275 $2.3M
Headinvest, LLC 0.46% Add +12.5% 4,240 $2.3M
BTG Pactual Asset Management US LLC 0.58% — 4,201 $2.3M
Retirement Planning Group, LLC 0.15% Reduce -5.1% 4,199 $2.3M
Creative Financial Designs Inc. 0.20% Reduce -7.4% 4,183 $2.3M
Family Manage LLC 0.41% Add +0.3% 4,172 $2.3M
Montgomery Investment Management Inc. 0.90% Add +0.1% 4,160 $2.3M
Aspire Capital Advisors LLC 0.74% Add +6.7% 4,158 $2.3M
Collective Family Office LLC 0.67% Add +148.6% 4,154 $2.3M
Hilltop Holdings Inc. 0.26% Add +12.4% 4,141 $2.3M
Sanders Morris Harris LLC 0.37% New 4,132 $2.3M
Opus Capital Group, LLC 0.32% Add +12.0% 4,105 $2.2M
Ironsides Asset Advisors, LLC 0.75% No change 4,100 $2.2M
Institute for Wealth Management, LLC. 0.30% Add +10.6% 4,082 $2.2M
Strategic Equity Management 1.45% Reduce -18.9% 4,063 $2.2M
First Manhattan Co. Llc. 0.01% Add +0.7% 4,051 $2.2M
Roman Butler Fullerton & Co. 0.72% Reduce -0.9% 3,925 $2.2M
Barnes Pettey Financial Advisors, LLC 1.90% Add +0.1% 4,042 $2.2M
Magnolia Capital Advisors LLC 1.24% New 4,039 $2.2M
ARS Investment Partners, LLC 0.21% Add +19.6% 4,035 $2.2M
Guardian Asset Advisors, LLC 1.62% Reduce -17.5% 4,035 $2.2M
Waypoint Capital Advisors, LLC 0.55% No change 4,005 $2.2M
ORBA Wealth Advisors, L.L.C. 1.13% Add +7.9% 4,004 $2.2M
Francis Financial, Inc. 0.66% Add +3.0% 3,995 $2.2M
Key Financial Inc 0.52% Add +19.6% 3,992 $2.2M
NTV Asset Management LLC 0.31% Add +15.8% 3,981 $2.2M
Napa Wealth Management 1.47% Add +2.8% 3,979 $2.2M
Essex LLC 0.49% Reduce -9.4% 3,975 $2.2M
Clearwater Capital Advisors, LLC 0.23% Reduce -19.4% 3,972 $2.2M
Murphy, Middleton, Hinkle & Parker, Inc. 1.26% No change 3,968 $2.2M
Alta Wealth Advisors LLC 1.08% Reduce -2.4% 3,960 $2.2M
Cibc World Markets Corp. 0.01% Reduce -1.8% 3,957 $2.2M
Denver PWM, LLC 0.86% Reduce -4.2% 3,947 $2.2M
Moneco Advisors, LLC 0.32% Add +1.4% 3,943 $2.2M
DBK Financial Counsel, LLC 2.35% Reduce -10.0% 3,938 $2.2M
Firestone Capital Management 0.59% Add +4.5% 3,937 $2.2M
LGT Financial Advisors LLC 4.54% Reduce -14.3% 3,930 $2.2M
Angeles Wealth Management, LLC 0.20% Reduce -18.0% 3,924 $2.1M
Operose Advisors LLC 0.76% Add +9.8% 3,922 $2.1M
LM Advisors LLC 0.43% Reduce -20.4% 3,915 $2.1M
Encompass Wealth Advisors, LLC 0.57% Reduce -9.0% 3,887 $2.1M
Bayesian Capital Management, LP 0.24% New 3,884 $2.1M
LTG Capital LLC 1.92% Reduce -0.6% 3,884 $2.1M
CNB Bank 1.02% Add +2.6% 3,883 $2.1M
W.H. Cornerstone Investments Inc. 1.50% Add +0.3% 3,878 $2.1M
TD Asset Management Inc 0.00% Reduce -5.4% 3,873 $2.1M
Seven Post Investment Office LP 0.39% No change 3,860 $2.1M
Patten & Patten Inc. 0.15% Add +0.7% 3,850 $2.1M
Private Capital Management, LLC 0.25% Reduce -1.4% 3,847 $2.1M
Woodmont Investment Counsel LLC 0.17% Add +40.3% 3,834 $2.1M
Schrum Private Wealth Management LLC 1.89% Add +36.0% 3,827 $2.1M
Cerro Pacific Wealth Advisors LLC 0.80% — 3,826 $2.1M
Warren Street Wealth Advisors, LLC 1.04% Add +3.8% 3,816 $2.1M
Old Second National Bank of Aurora 0.53% Add +111.2% 3,810 $2.1M
Axiom Investors LLC 0.02% Reduce -7.3% 3,800 $2.1M
Founders Financial Alliance, LLC 0.62% Add +4.5% 3,795 $2.1M
Beacon Capital Management, LLC 0.38% Reduce -0.0% 3,794 $2.1M
Strategic Investment Solutions, Inc. 0.67% — 3,744 $2.1M
Seneca Financial Advisors LLC 1.07% Add +59.1% 3,783 $2.1M
Cohen Capital Management, Inc. 0.36% Add +0.2% 3,781 $2.1M
James Investment Research, Inc. 0.25% Reduce -21.0% 3,777 $2.1M
Essex Bank 0.56% Reduce -2.3% 3,773 $2.1M
Gallagher Fiduciary Advisors, LLC 0.46% Reduce -10.5% 3,771 $2.1M
Intrust Bank NA 0.22% Add +1.5% 3,767 $2.1M
Howland Capital Management LLC 0.10% Add +12.8% 3,761 $2.1M
Peak Financial Management, Inc. 0.64% Reduce -0.5% 3,756 $2.1M
Mayfair Advisory Group, LLC 1.39% Add +17.3% 3,634 $2.0M
Wells Financial Advisors INC 1.35% Reduce -2.6% 3,736 $2.0M
Versant Capital Management, Inc 0.52% No change 3,732 $2.0M
LaSalle St. Investment Advisors, LLC 1.02% Add +34.3% 3,732 $2.0M
Naviter Wealth, LLC 0.30% Add +0.3% 3,729 $2.0M
Sunflower Bank, N.A. 0.48% Reduce -0.4% 3,719 $2.0M
Donor Advised Charitable Giving, Inc. 0.05% Reduce -2.2% 3,718 $2.0M
Blodgett Wealth Advisors, LLC 1.72% Add +9.3% 3,713 $2.0M
Pacifica Partners Inc. 0.87% Reduce -1.9% 3,662 $2.0M
Tompkins Financial Corp. 0.21% Add +5.5% 3,705 $2.0M
Moneywise, Inc. 1.07% Reduce -3.5% 3,701 $2.0M
Y.D. More Investments Ltd 0.21% Reduce -44.8% 3,700 $2.0M
Builder Investment Group Inc. 0.55% Reduce -0.3% 3,698 $2.0M
SP Asset Management LLC 0.18% Add +565.8% 3,695 $2.0M
Weik Capital Management 0.86% Add +11.5% 3,680 $2.0M
Gilliland Jeter Wealth Management LLC 0.68% Add +6.0% 3,668 $2.0M
Willow Creek Wealth Management Inc. 0.23% Reduce -0.1% 3,659 $2.0M
Wedgewood Investors Inc. 2.37% — 3,650 $2.0M
Corundum Trust Company, INC 5.74% — 3,604 $2.0M
Maple Capital Management, Inc. 0.16% Add +32.5% 3,603 $2.0M
TrueWealth Advisors, LLC 0.73% Add +3.4% 3,596 $2.0M
Sompo Asset Management Co., Ltd. 0.33% Add +102.4% 3,595 $2.0M
Weatherly Asset Management L. P. 0.18% Reduce -2.7% 3,590 $2.0M
Central Bank & Trust Co. 0.27% Add +9.7% 3,587 $2.0M
Russell Investments Group, Ltd. 0.00% Add +103.7% 3,583 $2.0M
tru Independence LLC 0.59% Reduce -5.2% 3,578 $2.0M
Lantern Wealth Advisors, LLC 1.41% Reduce -25.0% 3,564 $2.0M
Farmers Trust Co. 0.39% Reduce -1.3% 3,554 $1.9M
Garden State Investment Advisory Services LLC 0.67% Reduce -3.3% 3,546 $1.9M
Greenwich Wealth Management LLC 0.14% Add +2.4% 3,542 $1.9M
Sentinel Pension Advisors, LLC 0.40% Reduce -0.6% 3,538 $1.9M
Formidable Asset Management, LLC 0.31% Reduce -0.5% 3,520 $1.9M
Tradewinds, LLC. 0.59% New 3,518 $1.9M
Lazard Freres Gestion S.A.S. 0.04% Reduce -5.4% 3,500 $1.9M
Gradient Investments LLC 0.04% Add +527.0% 3,511 $1.9M
Indiana Trust & Investment Management Co 0.70% Add +20.6% 3,505 $1.9M
ERn Financial, LLC 0.32% Add +3.2% 3,502 $1.9M
Teramo Advisors, LLC 0.95% Reduce -96.0% 3,500 $1.9M
PBMares Wealth Management LLC 0.47% Reduce -0.8% 3,492 $1.9M
Painted Porch Advisors LLC 1.08% Reduce -1.0% 3,485 $1.9M
1ST Source Bank 0.11% Reduce -9.5% 3,464 $1.9M
Allegheny Financial Group 0.54% Add +26.6% 3,442 $1.9M
Sepio Capital, LP 0.17% Reduce -46.3% 3,440 $1.9M
Ceera Investments, LLC 0.79% Add +115.0% 3,427 $1.9M
TCV Trust & Wealth Management, Inc. 0.18% No change 3,414 $1.9M
Granite FO LLC 1.19% No change 3,413 $1.9M
Sound View Wealth Advisors Group, LLC 0.19% Add +1.0% 3,407 $1.9M
Kornitzer Capital Management Inc. 0.04% Add +0.3% 3,403 $1.9M
Palisade Capital Management, LP 0.06% Add +8.4% 3,390 $1.9M
SeaCrest Wealth Management, LLC 0.21% Add +4.2% 3,390 $1.9M
Platte River Wealth Advisors, LLC 0.52% No change 3,386 $1.9M
Family Asset Management, LLC 1.19% Add +11.3% 3,378 $1.8M
Arq Wealth Advisors, LLC 0.79% Add +6.9% 3,356 $1.8M
Goldstein Advisors, LLC 0.31% Add +35.9% 3,349 $1.8M
First PREMIER Bank 0.49% No change 3,346 $1.8M
Truvestments Capital LLC 0.73% Reduce -0.7% 3,346 $1.8M
Live Oak Private Wealth LLC 0.31% Reduce -6.7% 3,340 $1.8M
Vista Capital Partners, Inc. 0.23% Reduce -2.6% 3,336 $1.8M
Sachetta, LLC 0.79% Reduce -35.0% 3,350 $1.8M
Ehrlich Financial Group 1.44% Add +6.7% 3,327 $1.8M
KFG Wealth Management, LLC 0.72% Add +11.4% 3,327 $1.8M
Empirical Asset Management, LLC 0.68% Add +138.2% 3,321 $1.8M
Iowa State Bank 0.40% No change 3,320 $1.8M
Sandhill Capital Partners LLC 0.14% Add +22.6% 3,320 $1.8M
Inspire Advisors, LLC 0.24% Reduce -12.9% 3,317 $1.8M
Client 1ST Advisory Group, LLC 0.78% Add +1.2% 3,315 $1.8M
HHM Wealth Advisors, LLC 0.27% Reduce -6.2% 3,306 $1.8M
F&V Capital Management, LLC 0.53% Add +41.9% 3,304 $1.8M
Zullo Investment Group, Inc. 0.79% Reduce -0.5% 3,303 $1.8M
Trust Co. of Toledo NA 0.26% No change 3,296 $1.8M
Disciplined Investments, LLC 0.96% Reduce -8.6% 3,288 $1.8M
St Germain D J Co. Inc. 0.09% Reduce -3.4% 3,288 $1.8M
Freedom Investment Management, Inc. 0.15% Reduce -74.1% 3,287 $1.8M
Regent Peak Wealth Advisors LLC 0.41% Reduce -9.9% 3,283 $1.8M
Beck Capital Management, LLC 0.49% Add +64.3% 3,269 $1.8M
InTrack Investment Management Inc 1.27% Add +0.9% 3,268 $1.8M
Counterweight Ventures, LLC 1.34% Add +5.7% 3,245 $1.8M
Henrickson Nauta Wealth Advisors, Inc. 0.76% Add +54.1% 3,239 $1.8M
Inspirion Wealth Advisors, LLC 0.27% Reduce -2.2% 3,236 $1.8M
Cannon Financial Strategists, Inc. 0.34% Reduce -0.1% 3,233 $1.8M
Rockbridge Investment Management, LCC 0.25% Reduce -0.2% 3,231 $1.8M
Octavia Wealth Advisors, LLC 0.24% Add +78.4% 3,223 $1.8M
Values Added Financial LLC 1.27% Add +0.1% 3,209 $1.8M
Kaydan Wealth Management, Inc. 0.62% Add +9.9% 3,208 $1.8M
Global Assets Advisory, LLC 2.80% Add +322.7% 3,208 $1.8M
Burney Co./ 0.07% Reduce -4.3% 3,203 $1.8M
Saxon Interests, Inc. 0.83% Reduce -1.6% 3,202 $1.8M
My Personal CFO, LLC 0.93% Add +3.2% 3,196 $1.7M
Oliver Lagore Vanvalin Investment Group 0.50% Reduce -19.3% 3,195 $1.7M
Aviance Capital Partners, LLC 0.25% Reduce -9.7% 3,187 $1.7M
Narus Financial Partners, LLC 0.70% Reduce -5.5% 3,179 $1.7M
Fingerlakes Wealth Management, Inc. 1.56% Add +0.3% 3,176 $1.7M
Everhart Financial Group, Inc. 0.45% Add +30.1% 3,155 $1.7M
Councilor Wealth, LLC 0.89% Add +0.3% 3,152 $1.7M
Financial Network Wealth Advisors LLC 1.29% Reduce -0.8% 3,164 $1.7M
Unionview, LLC 1.41% Reduce -4.5% 3,146 $1.7M
Atlantic Private Wealth, LLC 1.39% No change 3,127 $1.7M
Sugarloaf Wealth Management, LLC 0.30% Add +2.6% 3,118 $1.7M
MKT Advisors LLC 0.85% Reduce -0.2% 3,052 $1.7M
Moss Adams Wealth Advisors LLC 0.24% Add +281.5% 3,117 $1.7M
Hyman Charles D 0.09% No change 3,108 $1.7M
Scott Capital Advisors, LLC 0.50% Add +0.3% 3,035 $1.7M
North Star Asset Management Inc. 0.08% Add +10.5% 3,095 $1.7M
McRae Capital Management Inc. 0.39% Add +0.3% 3,089 $1.7M
GW&K Investment Management, LLC 0.02% Add +21.9% 3,073 $1.7M
Blue Fin Capital, Inc. 0.33% Reduce -0.5% 3,065 $1.7M
Glass Jacobson Investment Advisors llc 0.61% Reduce -32.7% 3,062 $1.7M
Keb Asset Management, LLC 0.56% No change 3,062 $1.7M
Sweet Financial Partners, LLC 0.38% Add +0.3% 3,050 $1.7M
Theory Financial LLC 0.79% Add +71.9% 3,045 $1.7M
Triad Wealth Partners, LLC 0.87% New 3,041 $1.7M
Forbes J M & Co. LLP 0.17% No change 3,020 $1.7M
Woodard & Co. Asset Management Group Inc. 0.41% Reduce -3.0% 3,015 $1.7M
Advisor OS, LLC 0.18% Add +2.5% 3,012 $1.6M
Arbor Wealth Advisors LLC 1.62% Add +0.3% 3,008 $1.6M
Sebold Capital Management, Inc. 1.14% Reduce -0.1% 3,007 $1.6M
Forza Wealth Management, LLC 0.84% No change 2,990 $1.6M
PCG Wealth Advisors, LLC 0.71% Reduce -8.0% 2,989 $1.6M
First Merchants Corp. 0.07% Reduce -7.7% 2,979 $1.6M
GW Henssler & Associates Ltd. 0.10% Add +0.7% 2,975 $1.6M
Parthenon LLC 0.21% No change 2,974 $1.6M
Bordeaux Wealth Advisors LLC 0.31% Add +8.7% 2,973 $1.6M
Herold Advisors, Inc. 0.38% Add +8.6% 2,969 $1.6M
Acorn Financial Advisory Services Inc. 0.30% Reduce -15.6% 2,969 $1.6M
Riversedge Advisors, LLC 0.39% Reduce -1.2% 2,956 $1.6M
Capital Advisors Inc. 0.03% No change 2,953 $1.6M
GEM Asset Management, LLC 1.00% Reduce -4.3% 2,943 $1.6M
Bank Ozk 0.70% Add +11.2% 2,943 $1.6M
Philadelphia Trust Co. 0.13% No change 2,938 $1.6M
Advance Capital Management, Inc. 0.08% Add +0.4% 2,928 $1.6M
MMBG Investment Advisors Co. 0.17% No change 2,924 $1.6M
Schechter Investment Advisors, LLC 0.12% Reduce -0.2% 2,907 $1.6M
Lloyd Advisory Services, LLC. 0.75% New 2,903 $1.6M
Briaud Financial Planning Inc 0.92% No change 2,900 $1.6M
Horan Capital Advisors, LLC. 0.56% Add +10.5% 2,894 $1.6M
Benchmark Financial Wealth Advisors, LLC 0.59% Reduce -14.3% 2,887 $1.6M
Brandywine Oak Private Wealth LLC 0.16% Reduce -9.8% 2,884 $1.6M
Financial Symmetry Inc 1.23% Add +155.9% 2,879 $1.6M
Gratus Capital, LLC 0.06% No change 2,857 $1.6M
Cora Capital Advisors LLC 0.80% No change 2,848 $1.6M
Heritage Financial Services, LLC 0.22% No change 2,842 $1.6M
KG Capital Management 0.54% Add +8.1% 2,841 $1.6M
Faithward Advisors, LLC 0.28% Add +0.5% 2,839 $1.6M
Round Rock Advisors LLC 0.38% Reduce -11.2% 2,835 $1.6M
Marble Harbor Investment Counsel, LLC 0.18% Reduce -1.7% 2,832 $1.5M
Kelman-Lazarov, Inc. 0.29% Reduce -9.2% 2,832 $1.5M
Archer Investment Corp 0.45% Add +0.3% 2,826 $1.5M
Signature Wealth Management Partners, LLC 1.18% Add +3.1% 2,826 $1.5M
Connable Office Inc. 0.17% Reduce -15.2% 2,817 $1.5M
Crew Capital Management, Ltd 1.24% Reduce -0.7% 2,816 $1.5M
Vista Finance, LLC 2.36% Add +2.1% 2,813 $1.5M
Fonville Wealth Management LLC 0.61% Add +7.3% 2,810 $1.5M
Parkside Advisors LLC 0.39% No change 2,801 $1.5M
First Community Trust NA 1.30% Add +160.3% 2,785 $1.5M
Ervin Investment Management, LLC 1.05% Reduce -4.3% 2,782 $1.5M
Roble, Belko & Company, Inc 0.25% Reduce -10.5% 2,781 $1.5M
Northwest Wealth Management, LLC 0.39% Reduce -5.7% 2,768 $1.5M
Patron Partners, LLC 0.89% Reduce -0.4% 2,758 $1.5M
Toronto Dominion Bank 0.00% Reduce -98.8% 2,750 $1.5M
American Trust 0.12% Reduce -76.4% 2,749 $1.5M
Brookmont Capital Management 0.82% Reduce -15.4% 2,749 $1.5M
Clarity Wealth Advisors, LLC 0.48% Reduce -0.1% 2,714 $1.5M
LCNB Corp. 0.55% Reduce -0.4% 2,709 $1.5M
Clark Asset Management, LLC 0.41% Add +1.2% 2,704 $1.5M
Everett Harris & Co. 0.02% Reduce -3.2% 2,699 $1.5M
Accel Wealth Management 0.59% Add +0.3% 2,691 $1.5M
Rodgers & Associates, LTD 0.19% Reduce -0.1% 2,675 $1.5M
Grandfield & Dodd, LLC 0.09% No change 2,674 $1.5M
Lakewood Asset Management LLC 1.02% Reduce -0.6% 2,673 $1.5M
STAR Financial Bank 1.13% Reduce -17.1% 2,670 $1.5M
Canopy Partners, LLC 0.68% Reduce -11.8% 2,670 $1.5M
HFG Advisors, Inc. 1.36% Reduce -7.5% 2,664 $1.5M
Arbor Investment Advisors, LLC 0.21% No change 2,664 $1.5M
Balanced Wealth Group LLC 0.66% Reduce -3.0% 2,652 $1.5M
Randolph Co Inc 0.18% Add +1.3% 2,656 $1.5M
Hibernia Wealth Partners, LLC 0.51% Add +176.8% 2,652 $1.5M
Family Wealth Partners, LLC 0.75% Add +2.7% 2,650 $1.5M
Lockerman Financial Group, Inc. 2.63% Add +141.0% 2,649 $1.4M
Capital Square, LLC 0.94% Reduce -3.7% 2,598 $1.4M
Financial Advisors, LLC 0.30% Reduce -0.4% 2,643 $1.4M
Edmond DE Rothschild Holding S.A. 0.02% Add +79.0% 2,641 $1.4M
Fortitude Advisory Group L.L.C. 0.86% Reduce -38.4% 2,639 $1.4M
Pinion Investment Advisors, LLC 0.72% Add +30.6% 2,638 $1.4M
Foster Dykema Cabot & Partners, LLC 0.13% Reduce -10.0% 2,638 $1.4M
Mullaney, Keating & Wright, Inc. 1.12% — 2,631 $1.4M
Monetary Management Group Inc. 0.38% No change 2,625 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.15% No change 2,625 $1.4M
Tanglewood Legacy Advisors, LLC 0.68% Reduce -13.0% 2,624 $1.4M
Atlas Private Wealth Advisors 0.23% Add +88.5% 2,619 $1.4M
McGuire Investment Group, LLC 0.21% Add +0.3% 2,618 $1.4M
Tradition Wealth Management, LLC 0.14% Add +11.4% 2,618 $1.4M
Birchcreek Wealth Management, LLC 0.81% No change 2,617 $1.4M
Sara-Bay Financial 0.58% Add +45.2% 2,614 $1.4M
KPP Advisory Services LLC 0.38% Add +22.0% 2,611 $1.4M
Griffin Asset Management, Inc. 0.17% Reduce -12.1% 2,610 $1.4M
Fort Pitt Capital Group, LLC 0.04% Reduce -1.6% 2,610 $1.4M
Diversify Wealth Management, LLC 0.18% — 2,730 $1.4M
O'Dell Group, LLC 0.35% No change 2,700 $1.4M
MJP Associates Inc. 0.29% Add +2.1% 2,587 $1.4M
Independence Bank of Kentucky 0.38% Add +21.1% 2,585 $1.4M
Carl P. Sherr & Co., LLC 0.79% Reduce -0.8% 2,581 $1.4M
Camden National Bank 0.22% Reduce -0.5% 2,580 $1.4M
Berger Financial Group, Inc 0.11% Add +3.5% 2,580 $1.4M
Boston Trust Walden Corp 0.01% Reduce -2.1% 2,576 $1.4M
Arax Advisory Partners 0.14% Reduce -1.4% 2,568 $1.4M
Prentiss Smith & Co. Inc. 0.98% No change 2,567 $1.4M
DDD Partners, LLC 0.16% No change 2,565 $1.4M
Ballast Advisors LLC 0.44% Reduce -4.3% 2,561 $1.4M
Brown Financial Advisory 1.07% Reduce -0.3% 2,551 $1.4M
Archford Capital Strategies, LLC 0.23% Reduce -1.1% 2,548 $1.4M
Benin Management CORP 0.42% Add +3.3% 2,541 $1.4M
Somerville Kurt F 0.23% Reduce -13.6% 2,541 $1.4M
Smart Portfolios, LLC 1.40% Reduce -7.4% 2,541 $1.4M
Princeton Capital Management LLC 0.45% No change 2,539 $1.4M
Etfidea, LLC 0.47% Add +7.0% 2,531 $1.4M
Morton Capital Management LLC 0.33% Add +26.6% 2,525 $1.4M
Excalibur Management Corp. 0.56% No change 2,520 $1.4M
Prossimo Advisors, LLC 1.25% New 2,520 $1.4M
Austin Asset Management Co Inc 0.29% Add +1.3% 2,512 $1.4M
J. Safra Sarasin Holding AG 0.03% — 2,510 $1.4M
Prepared Retirement Institute LLC 0.91% Add +0.5% 2,509 $1.4M
Range Financial Group LLC 0.70% Reduce -1.7% 2,505 $1.4M
Mosaic Family Wealth Partners, LLC 0.22% Reduce -5.2% 2,502 $1.4M
Objectivity Squared, LLC 1.05% Add +0.5% 2,410 $1.4M
REDW Wealth LLC 0.36% Add +0.4% 2,497 $1.4M
McGlone Suttner Wealth Management, Inc. 0.28% Add +0.9% 2,851 $1.4M
PFG Investments, LLC 0.10% Reduce -10.9% 2,488 $1.4M
E&G Advisors, LLC 0.40% Reduce -0.4% 2,486 $1.4M
Kowal Investment Group, LLC 0.27% Add +0.2% 2,485 $1.4M
17 Capital Partners, LLC 0.97% Add +236.6% 2,484 $1.4M
Mechanics Bank Trust Department 0.19% No change 2,480 $1.4M
Greenspring Advisors, LLC 0.33% Reduce -1.4% 2,479 $1.4M
Corrado Advisors, LLC 0.88% Reduce -8.1% 2,476 $1.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.38% Reduce -0.9% 2,471 $1.4M
Torque Asset Management LLC 0.69% No change 2,466 $1.3M
Newton One Investments LLC 0.58% Add +0.1% 2,454 $1.3M
True Wealth Design, LLC 0.33% Reduce -2.4% 2,453 $1.3M
SkyOak Wealth, LLC 0.31% No change 2,448 $1.3M
Werba Rubin Papier Wealth Management 0.37% Reduce -27.9% 2,436 $1.3M
Clarius Group, LLC 0.09% Add +0.1% 2,417 $1.3M
Destiny Wealth Partners, LLC 0.24% Reduce -1.4% 2,413 $1.3M
CGN Advisors LLC 0.15% Add +68.3% 2,410 $1.3M
Osborne Partners Capital Management, LLC 0.08% Add +71.0% 2,409 $1.3M
MADDEN SECURITIES Corp 0.58% No change 2,405 $1.3M
RPS Advisory Solutions LLC 1.21% — 2,404 $1.3M
Bogart Wealth, LLC 0.07% Reduce -12.1% 2,397 $1.3M
180 Wealth Advisors, LLC 0.21% Reduce -11.2% 2,341 $1.3M
Highline Wealth Partners LLC 0.49% Reduce -0.0% 2,387 $1.3M
HBC Financial Services, PLLC 0.83% Reduce -3.8% 2,385 $1.3M
SlateStone Wealth, LLC 0.14% Add +5.0% 2,381 $1.3M
Hoylecohen, LLC 0.10% Reduce -31.6% 2,377 $1.3M
Midwest Heritage Bank, FSB 0.66% Add +70.0% 2,376 $1.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.34% Reduce -2.1% 2,375 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.36% Reduce -2.3% 2,373 $1.3M
Athena Investment Management 0.78% Reduce -1.3% 2,363 $1.3M
Criterion Capital Advisors, LLC 0.81% Reduce -9.5% 2,351 $1.3M
Embree Financial Group 0.25% Reduce -23.0% 2,342 $1.3M
Kenora Financial, LLC 0.53% No change 2,335 $1.3M
Toth Financial Advisory Corp. 0.16% Add +411.8% 2,334 $1.3M
Van Cleef Asset Management,Inc 0.16% No change 2,328 $1.3M
Lake Hills Wealth Management, LLC 0.91% No change 2,325 $1.3M
Capital Advisors, Ltd. LLC 0.17% No change 2,323 $1.3M
Searle & Co. 0.30% Add +14.8% 2,306 $1.3M
Washington Trust Advisors, Inc. 0.12% Reduce -0.2% 2,301 $1.3M
Seascape Capital Management 0.47% Add +0.0% 2,299 $1.3M
Rebalance, LLC 0.10% Reduce -4.5% 2,273 $1.2M
First American Trust, FSB 0.12% Reduce -37.6% 2,259 $1.2M
ABLE Financial Group, LLC 0.45% Add +28.0% 2,258 $1.2M
BNP Paribas 0.06% Add +10.0% 2,253 $1.2M
Wealthquest Corp 0.13% Reduce -3.9% 2,246 $1.2M
Reinhart Partners, Llc. 0.05% No change 2,245 $1.2M
Mendel Capital Management LLC 0.79% Add +4.4% 2,242 $1.2M
LexAurum Advisors, LLC 0.30% Add +6.1% 2,241 $1.2M
Capstone Wealth Management Group, LLC 0.80% Add +0.1% 2,237 $1.2M
TrinityPoint Wealth, LLC 0.19% Add +22.9% 2,237 $1.2M
Intergy Private Wealth, LLC 0.50% Reduce -0.8% 2,236 $1.2M
Oak Harvest Investment Services 0.19% Reduce -10.2% 2,236 $1.2M
Arthur M. Cohen & Associates, LLC 0.22% Add +0.2% 2,220 $1.2M
Roberts Wealth Advisors, LLC 0.41% Reduce -0.2% 2,172 $1.2M
Prairie Wealth Advisors, Inc. 0.62% Reduce -66.2% 2,218 $1.2M
FreeGulliver LLC 0.83% Add +19.0% 2,214 $1.2M
White Lighthouse Investment Management Inc. 0.23% Add +8.0% 2,202 $1.2M
Focused Wealth Management, Inc 0.18% Add +0.2% 2,202 $1.2M
Bond & Devick Financial Network, Inc. 0.64% Add +0.5% 2,183 $1.2M
CCG Wealth Management, LLC 0.67% Reduce -0.2% 2,182 $1.2M
RW Investment Management LLC 0.16% Reduce -0.2% 2,169 $1.2M
Lifeworks Advisors, LLC 0.33% Reduce -30.0% 2,167 $1.2M
Means Investment Co., Inc. 0.14% Reduce -0.2% 2,157 $1.2M
Comprehensive Financial Consultants Institutional, Inc. 0.46% No change 2,155 $1.2M
Wealth Advisory Solutions, LLC 0.32% Add +0.4% 2,149 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.58% Add +0.2% 2,146 $1.2M
Independent Investors Inc. 0.26% Reduce -1.1% 2,143 $1.2M
Matrix Asset Advisors Inc. 0.14% Add +0.8% 2,126 $1.2M
Atwood & Palmer Inc. 0.09% No change 2,122 $1.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% New 2,119 $1.2M
Strategic Investment Advisors / MI 0.14% Reduce -27.8% 2,118 $1.2M
Cannell & Spears LLC 0.02% Add +14.3% 2,114 $1.2M
S&T Bank 0.29% Reduce -12.7% 2,108 $1.2M
Biechele Royce Advisors 0.39% Add +1.1% 2,107 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.28% Add +1.4% 2,107 $1.2M
FMB Wealth Management 0.88% No change 2,103 $1.2M
Yarbrough Capital, LLC 0.05% No change 2,098 $1.1M
Bill Few Associates, Inc. 0.44% Add +8.7% 2,079 $1.1M
Hardin Capital Partners, LLC 0.74% — 2,077 $1.1M
Dodds Wealth, LLC 0.44% Reduce -0.2% 2,031 $1.1M
Pitti Group Wealth Management, LLC 1.23% Add +2.0% 2,374 $1.1M
Long Run Wealth Advisors, LLC 0.29% Add +54.6% 2,069 $1.1M
FSC Wealth Advisors, LLC 0.83% Add +10.4% 2,061 $1.1M
Texas Yale Capital Corp. 0.05% No change 2,061 $1.1M
Vista Investment Management 0.46% Add +2.5% 2,060 $1.1M
Prelude Capital Management, LLC 0.09% New 2,060 $1.1M
Southeast Asset Advisors, LLC 0.14% No change 2,058 $1.1M
Cable Hill Partners, LLC 0.12% New 2,046 $1.1M
First Bank & Trust 0.23% Add +31.6% 2,041 $1.1M
Norden Group LLC 0.23% Add +6.0% 2,039 $1.1M
Planning Center, Inc. 0.15% Reduce -5.7% 2,038 $1.1M
Gibbs Wealth Management 0.45% Add +117.0% 2,038 $1.1M
Epiq Partners, LLC 0.75% Add +0.1% 2,035 $1.1M
Cabot Wealth Management Inc. 0.14% Add +9.2% 2,012 $1.1M
Cozad Asset Management Inc. 0.11% Add +0.8% 2,011 $1.1M
Towneley Capital Management, Inc / DE 0.26% Reduce -20.5% 2,006 $1.1M
Rather & Kittrell, Inc. 0.30% Reduce -0.3% 2,005 $1.1M
Stephens Consulting, LLC 0.31% Reduce -5.7% 1,997 $1.1M
Eubel Brady & Suttman Asset Management Inc. 0.18% Reduce -9.0% 1,992 $1.1M
Advisory Alpha, LLC 0.04% Add +6.7% 1,989 $1.1M
GLOBALT Investments LLC / GA 0.04% Reduce -2.5% 1,988 $1.1M
NCM Capital Management, LLC 0.57% New 1,977 $1.1M
OMNI 360 Wealth, Inc. 0.82% Add +1.3% 1,976 $1.1M
Harvest Investment Services, LLC 0.43% Reduce -1.4% 1,974 $1.1M
Bulltick Wealth Management, LLC 0.30% New 1,973 $1.1M
Bragg Financial Advisors, Inc 0.05% Add +8.2% 1,971 $1.1M
Sensible Money, LLC 0.53% Add +0.1% 1,968 $1.1M
Hamilton Capital, LLC 0.08% Reduce -0.3% 1,967 $1.1M
Ardent Capital Management, Inc. 0.53% No change 1,966 $1.1M
LJI Wealth Management, LLC 0.24% Add +0.1% 1,964 $1.1M
Affinity Wealth Management LLC 0.20% No change 1,959 $1.1M
Provenance Wealth Advisors, LLC 0.15% Add +78.0% 1,955 $1.1M
Cortland Associates Inc. 0.14% No change 1,952 $1.1M
Fort Sheridan Advisors LLC 0.17% Add +1.4% 1,951 $1.1M
Battery Global Advisors, LLC 0.70% Add +2169.9% 7,763 $1.1M
Members Trust Co 0.03% No change 1,946 $1.1M
Harbor Capital Advisors, Inc. 0.08% Reduce -4.3% 1,944 $1.1M
Sightline Wealth Advisors, LLC 0.66% Add +0.1% 1,941 $1.1M
Redwood Investment Management, LLC 0.09% Reduce -24.0% 1,941 $1.1M
Garde Capital, Inc. 0.07% Reduce -20.3% 1,941 $1.1M
ProVise Management Group, LLC 0.09% Reduce -14.5% 1,940 $1.1M
FSB Premier Wealth Management, Inc. 0.48% Reduce -11.8% 1,938 $1.1M
MBL Wealth, LLC 0.12% Add +2.7% 1,932 $1.1M
Klingenstein Fields & Co. LP 0.04% Add +31.4% 1,930 $1.1M
Clarity Capital Partners LLC 0.65% Add +12.3% 1,928 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.27% New 1,925 $1.1M
Bank of Marin 0.91% No change 1,922 $1.1M
Violich Capital Management, Inc. 0.14% Add +47.8% 1,910 $1.0M
Voisard Asset Management Group, Inc. 0.51% Add +6.3% 1,909 $1.0M
Ballast, Inc. 0.32% No change 1,908 $1.0M
Chicago Wealth Management, Inc. 0.60% Add +0.1% 1,907 $1.0M
Creegan & Nassoura Financial Group, LLC 0.72% No change 1,904 $1.0M
Jentner Corp 0.35% Reduce -1.4% 1,904 $1.0M
Alaethes Wealth, LLC 0.43% Add +6.6% 1,899 $1.0M
Colorado Capital Management, Inc. 0.58% Reduce -1.0% 1,895 $1.0M
Trivium Point Advisory, LLC 0.15% Add +32.6% 1,890 $1.0M
Prosperity Planning, Inc. 0.35% Reduce -13.4% 1,884 $1.0M
Accretive Wealth Partners, LLC 0.43% Add +0.1% 1,882 $1.0M
Vantage Financial Partners Ltd., Inc. 0.26% Add +4.1% 1,881 $1.0M
Wealthfront Advisers LLC 0.00% Add +49.8% 1,880 $1.0M
D. Scott Neal, Inc. 0.57% No change 1,877 $1.0M
Geometric Wealth Advisors 0.21% No change 1,873 $1.0M
Team Hewins, LLC 0.42% Add +3.1% 1,865 $1.0M
Compton Wealth Advisory Group, LLC 0.27% No change 1,855 $1.0M
Rollins Financial Advisors, LLC 0.17% Add +1.5% 1,853 $1.0M
Better Money Decisions, LLC 0.76% Add +1.2% 1,852 $1.0M
Penney Financial, LLC 0.74% Add +16.1% 1,839 $1.0M
Peachtree Investment Partners, LLC 0.39% Add +62.6% 1,839 $1.0M
Silicon Valley Capital Partners 0.14% Add +0.3% 1,835 $1.0M
Waterfront Wealth Inc. 0.27% Add +53.6% 1,832 $1.0M
IronBridge Private Wealth, LLC 0.37% No change 1,829 $1.0M
Tiemann Investment Advisors, LLC 0.44% Reduce -2.0% 1,826 $999K
Altiora Financial Group, LLC 0.24% Add +14.5% 1,818 $995K
NewSquare Capital LLC 0.09% Add +6.4% 1,818 $995K
Prosperity Wealth Management, Inc. 0.49% Add +0.9% 1,814 $993K
Muirfield Wealth Advisors LLC 0.93% Add +2.6% 1,813 $992K
Northwest Financial Advisors 1.00% Reduce -1.1% 1,807 $989K
Harrell Investment Partners, LLC 0.29% Reduce -16.6% 1,802 $986K
Granite Bay Wealth Management, LLC 0.53% New 1,796 $983K
Fortis Capital Advisors, LLC 0.35% Add +5.7% 1,783 $976K
Mitchell McLeod Pugh & Williams Inc. 0.22% Add +6.4% 1,771 $969K
Joule Financial, LLC 0.39% No change 1,767 $967K
Bouchey Financial Group, Ltd. 0.09% Add +1.7% 1,768 $967K
Sage Capital Management, LLC 0.51% Add +0.1% 1,765 $966K
Arrowroot Family Office, LLC 0.62% Reduce -16.2% 1,760 $963K
Agate Pass Investment Management, LLC 0.51% Add +4.4% 1,757 $961K
Jmac Enterprises LLC 0.17% Reduce -0.1% 1,756 $961K
Opal Wealth Advisors, LLC 0.31% Reduce -21.5% 1,753 $959K
Citizens Business Bank 0.20% No change 1,750 $958K
Tocqueville Asset Management L.P. 0.02% Reduce -19.8% 1,747 $956K
Private Capital Management LLC 0.19% Reduce -41.0% 1,739 $952K
Wealth Advisors of Tampa Bay, LLC 0.44% No change 1,736 $950K
Altfest L J & Co. Inc. 0.13% Add +38.1% 1,732 $948K
Spinnaker Trust 0.06% Add +52.1% 1,729 $946K
Advocacy Wealth Management, LLC 0.08% Reduce -24.2% 1,726 $945K
Navalign, LLC 0.30% Reduce -26.5% 1,725 $944K
Kolinsky Wealth Management, LLC 0.68% Reduce -43.5% 1,724 $943K
Falcon Wealth Planning 0.12% Add +5.3% 1,722 $943K
Relyea Zuckerberg Hanson LLC 0.16% Add +5.2% 1,722 $942K
Capital Asset Advisory Services LLC 0.05% Reduce -35.5% 1,678 $938K
American Investment Services, Inc. 0.17% Reduce -4.4% 1,710 $936K
Timber Creek Capital Management LLC 0.28% No change 1,706 $934K
Adero Partners, LLC 0.07% Reduce -17.2% 1,704 $932K
Gerber, LLC 0.73% Add +0.1% 1,702 $931K
Insight Wealth Strategies, LLC 0.13% Add +15.3% 1,699 $930K
W1M Investment Management Ltd 0.02% No change 1,695 $927K
N.E.W. Advisory Services LLC 0.10% Add +1.7% 1,693 $927K
Keener Financial Planning LLC 0.60% No change 1,688 $923K
Talisman Wealth Advisors LLC 1.07% Reduce -0.6% 1,685 $922K
Trexquant Investment LP 0.01% Reduce -63.5% 1,684 $922K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -6.5% 1,619 $920K
Aspen Wealth Management LLC 0.32% New 1,680 $919K
Farmers National Bank 0.28% Reduce -0.6% 1,678 $918K
United Advisor Group, LLC 0.28% Add +97.5% 1,673 $916K
Upper Left Wealth Management, LLC 0.83% Add +20.5% 1,667 $912K
Marks Group Wealth Management, Inc 0.10% Add +8.1% 1,667 $912K
Life Planning Partners, Inc 0.82% Add +13.2% 1,660 $908K
Trinity Wealth Management, LLC 0.45% Reduce -6.9% 1,655 $906K
Johnson Bixby & Associates, LLC 0.15% No change 1,643 $899K
RMR Capital Management, LLC 0.82% No change 1,638 $896K
Performance Wealth Partners, LLC 0.03% Add +1.6% 1,638 $896K
Sandbox Financial Partners, LLC 0.34% Add +1.8% 1,633 $893K
JFG Wealth Management, LLC 0.25% Add +69.1% 1,627 $891K
Brooks, Moore & Associates, Inc. 0.57% No change 1,625 $889K
Parcion Private Wealth LLC 0.08% No change 1,621 $887K
Smith Salley Wealth Management 0.06% Reduce -9.1% 1,619 $886K
Drake & Associates, LLC 0.32% Add +0.2% 1,616 $885K
Rappaport Reiches Capital Management, LLC 0.26% Add +28.2% 1,611 $882K
Hummer Financial Advisory Services Inc 0.76% Reduce -4.5% 1,610 $881K
Portfolio Strategies, Inc. 0.12% Reduce -94.2% 1,609 $880K
Tennessee Valley Asset Management Partners 0.17% Add +0.2% 1,608 $880K
Aurora Private Wealth, Inc. 0.77% Add +0.1% 1,608 $880K
Montz Harcus Wealth Management LLC 0.57% Add +0.3% 1,607 $879K
Veracity Capital LLC 0.37% Reduce -51.4% 1,600 $876K
Garrett Wealth Advisory Group, LLC 0.32% Add +111.5% 1,595 $873K
Independent Wealth Network Inc. 0.41% Reduce -2.6% 1,591 $871K
Meritas Wealth Management, LLC 0.61% Reduce -1.4% 1,590 $870K
Walter & Keenan Wealth Management LLC /in/ 0.28% Add +0.1% 1,590 $870K
Cedrus LLC 0.43% Reduce -5.7% 1,588 $869K
Sequent Planning LLC 0.30% Add +1.1% 1,584 $868K
Evoke Wealth, LLC 1.27% Reduce -99.7% 1,587 $868K
DHJJ Financial Advisors, Ltd. 0.37% Add +529.0% 1,585 $867K
Culbertson A N & Co. Inc. 0.15% Reduce -0.6% 1,581 $865K
Calton & Associates, Inc. 0.43% Reduce -2.1% 1,572 $860K
Aerodigm Wealth, LLC 0.40% Reduce -3.4% 1,570 $859K
TPG Financial Advisors, LLC 0.41% — 1,568 $858K
Front Row Advisors LLC 0.30% Add +0.9% 1,564 $856K
Benjamin Edwards Inc. 0.16% Reduce -2.6% 1,562 $855K
Teamwork Financial Advisors, LLC 0.13% Reduce -29.1% 1,561 $854K
RPg Family Wealth Advisory, LLC 0.28% Reduce -20.1% 1,557 $852K
MN Wealth Advisors, LLC 0.49% Reduce -0.1% 1,557 $852K
Ceeto Capital Group, LLC 0.33% No change 1,556 $851K
Ramirez Asset Management, Inc. 0.17% No change 1,555 $851K
Signature Resources Capital Management, LLC 0.70% Reduce -26.8% 1,541 $843K
Autumn Glory Partners, LLC 0.43% New 1,540 $843K
Hexagon Capital Partners LLC 0.18% Reduce -0.4% 1,537 $841K
Great Lakes Retirement, Inc. 0.12% Reduce -36.1% 1,536 $841K
BNC Wealth Management, LLC 0.31% Add +6.8% 1,535 $840K
Convergence Financial, LLC 0.22% Add +29.5% 1,533 $839K
Andrew Hill Investment Advisors, Inc. 0.69% Reduce -1.8% 1,526 $835K
Lokken Investment Group LLC 0.39% Add +24.6% 1,526 $835K
Shakespeare Wealth Management, LLC 0.24% Add +0.1% 1,526 $835K
Worth Asset Management, LLC 0.50% No change 1,525 $835K
Capital City Trust Co. 0.23% Reduce -1.3% 1,524 $834K
Slow Capital, Inc. 0.13% Reduce -11.4% 1,519 $831K
WealthPlan Investment Management, LLC 0.13% Add +0.3% 1,519 $831K
Union Investments & Development Ltd. 5.22% No change 770 $830K
Reik & Co., LLC 0.21% No change 1,516 $830K
Annandale Capital, LLC 0.17% Add +82.6% 1,514 $829K
Impact Partnership Wealth, LLC 0.22% Add +28.9% 1,515 $829K
Correct Capital Wealth Management 0.19% Reduce -1.7% 1,513 $828K
Retirement Capital Strategies 0.33% Add +83.5% 1,512 $828K
Shepherd Kaplan Krochuk, LLC 0.65% Add +35.3% 1,509 $826K
Allen Mooney & Barnes Investment Advisors LLC 0.15% Add +19.2% 1,502 $822K
Foster & Motley Inc. 0.06% Add +0.9% 1,500 $821K
American Asset Management Inc. 0.97% No change 1,500 $821K
Planned Solutions, Inc. 0.40% Add +0.1% 1,488 $814K
WT Wealth Management 0.28% Reduce -1.4% 1,488 $814K
McLean Asset Management Corp 0.26% No change 1,440 $813K
First National Bank & Trust Co. of Newtown 0.17% Add +95.5% 1,484 $812K
Westbourne Investment Advisors, Inc. 0.29% Add +0.1% 1,485 $812K
Navellier & Associates Inc. 0.10% No change 1,480 $810K
Summitry LLC 0.04% Add +0.1% 1,480 $810K
Paragon Private Wealth Management, LLC 0.46% Add +282.4% 1,476 $808K
Mason Investment Advisory Services, Inc. 0.05% Reduce -7.6% 1,463 $801K
Walden Wealth Partners LLC 0.44% Add +9.8% 1,454 $796K
Cape Investment Advisory, Inc. 0.36% Reduce -2.4% 1,447 $792K
Shearwater Capital LLC 0.58% No change 1,442 $789K
Wade Financial Advisory, Inc 0.28% No change 1,441 $789K
Capital Market Strategies LLC 0.50% Reduce -0.5% 1,439 $787K
Staley Capital Advisers Inc. 0.04% Add +10.4% 1,437 $787K
Apella Capital, LLC 0.04% Add +7.6% 1,407 $786K
Monograph Wealth Advisors, LLC 0.11% No change 1,437 $786K
Seaside Wealth Management, Inc. 0.33% Reduce -0.7% 1,435 $786K
ARS Wealth Advisors Group, LLC 0.10% Reduce -0.4% 1,435 $785K
Independent Family Office, LLC 0.45% No change 1,434 $785K
DDFG, Inc 0.24% Add +0.1% 1,429 $782K
Emprise Bank 0.48% New 1,417 $775K
Chemistry Wealth Management LLC 0.20% Add +0.2% 1,416 $775K
Clearview Wealth Advisors LLC 0.68% Reduce -0.3% 1,415 $774K
Field & Main Bank 0.29% New 1,409 $771K
Bennett Selby Investments LP 0.35% No change 1,408 $771K
Capital Investment Services of America, Inc. 0.07% Reduce -7.0% 1,407 $770K
Amplius Wealth Advisors, LLC 0.09% New 1,403 $768K
Investment Research & Advisory Group, Inc. 0.34% Reduce -0.7% 1,399 $766K
Hudson Capital Management LLC 0.27% Reduce -1.1% 1,399 $766K
River Street Advisors LLC 0.47% New 1,392 $762K
Gibson Capital, LLC 0.17% Reduce -0.4% 1,391 $761K
Regency Capital Management Inc.\DE 0.49% No change 1,391 $761K
Frisch Financial Group, Inc. 0.23% Reduce -4.8% 1,388 $760K
Hall Kathryn A. 0.18% No change 1,385 $758K
Blankinship & Foster, LLC 0.19% Reduce -7.4% 1,381 $756K
TruNorth Capital Management, LLC 0.24% Add +10.4% 1,379 $755K
Principle Wealth Partners LLC 0.06% No change 1,374 $752K
Stiles Financial Services Inc 0.29% New 1,373 $751K
Arkos Global Advisors 0.12% Add +0.7% 1,373 $751K
Financial Futures Ltd Liability Co. 0.47% Reduce -0.2% 1,371 $750K
Marion Wealth Management 0.22% Reduce -27.3% 1,370 $750K
Checchi Capital Advisers, LLC 0.06% No change 1,366 $748K
Ifrah Financial Services, Inc. 0.21% Reduce -1.1% 1,356 $742K
Bison Wealth, LLC 0.12% No change 1,411 $742K
Cornerstone Planning Group LLC 0.21% Reduce -48.5% 1,424 $741K
Addison Advisors LLC 0.24% Reduce -33.0% 1,352 $740K
Motiv8 Investments LLC 0.55% Add +71.3% 1,350 $740K
Newman Dignan & Sheerar, Inc. 0.19% No change 1,349 $738K
Juncture Wealth Strategies, LLC 0.31% Add +0.4% 1,348 $738K
Donaldson Capital Management, LLC 0.03% Reduce -6.6% 1,348 $738K
Beese Fulmer Investment Management, Inc. 0.07% Add +2.9% 1,346 $737K
Tsfg, LLC 0.17% Add +22.2% 1,344 $735K
Legacy Financial Group, Inc. 0.28% Add +0.4% 1,340 $733K
Mayport, LLC 0.26% No change 1,335 $731K
Townsend Asset Management Corp. /NC/ 0.28% Add +4.0% 1,332 $729K
Great Waters Wealth Management 0.11% Add +0.1% 1,324 $725K
Redmond Asset Management, LLC 0.24% Add +1.5% 1,322 $723K
Main Street Research LLC 0.05% Reduce -6.7% 1,314 $719K
Pathway Financial Advisors LLC 0.19% Add +3.6% 1,314 $719K
Capstone Financial Advisors, Inc. 0.05% Add +7.5% 1,311 $717K
Drucker Wealth 3.0, LLC 0.19% — 1,311 $717K
Conservest Capital Advisors, Inc. 0.08% No change 1,363 $717K
Chatham Capital Group, Inc. 0.13% No change 1,309 $716K
Tenret Co LLC 0.50% No change 1,307 $715K
Lavaca Capital LLC 0.39% New 1,301 $712K
Main Street Group, LTD 0.33% Reduce -3.6% 1,297 $711K
Horizons Wealth Management 0.57% Reduce -16.0% 1,287 $710K
Hemenway Trust Co LLC 0.06% Reduce -5.7% 1,298 $710K
Zuckerman Investment Group, LLC 0.08% Add +15.9% 1,297 $710K
Carson Advisory Inc. 0.50% Reduce -8.7% 1,293 $707K
Financial Insights, Inc. 0.20% No change 1,292 $707K
Slagle Financial, LLC 0.36% Reduce -6.5% 1,291 $706K
Ignite Planners, LLC 0.17% Add +48.0% 1,265 $705K
Hall Laurie J Trustee 0.25% No change 1,287 $705K
Chartwell Investment Partners, LLC 0.02% No change 1,286 $704K
Balboa Wealth Partners 0.18% Add +13.3% 1,275 $698K
Americana Partners, LLC 0.05% Add +10.9% 1,273 $697K
Madden Advisory Services, Inc. 0.35% Add +0.9% 1,271 $696K
Avion Wealth 0.19% Add +2.4% 1,270 $695K
First National Bank of Mount Dora, Trust Investment Services 0.17% Add +17.9% 1,269 $694K
Eagle Ridge Investment Management 0.06% Reduce -0.2% 1,268 $694K
Accurate Wealth Management, LLC 0.17% Add +7.0% 1,229 $694K
Strategic Wealth Investment Group, LLC 0.09% — 1,259 $691K
Chris Bulman Inc 0.47% — 1,262 $691K
Anchor Capital Advisors LLC 0.02% Add +4.2% 1,257 $688K
Bath Savings Trust Co 0.07% Add +15.0% 1,252 $685K
Wimmer Associates 1, LLC 0.35% No change 1,250 $684K
LongView Wealth Management 0.25% Add +17.5% 1,250 $684K
Tenon Financial LLC 0.53% Add +0.1% 1,238 $677K
Mittelman Wealth Management 0.44% Reduce -6.0% 1,236 $676K
Kings Path Partners LLC 0.32% — 1,236 $676K
Burton Enright Welch 0.16% Reduce -0.1% 1,235 $676K
VCI Wealth Management LLC 0.33% Add +21.4% 1,225 $670K
Register Financial Advisors LLC 0.34% Reduce -0.3% 1,224 $670K
GGM Financial LLC 0.62% — 1,224 $670K
Schwarz Dygos Wheeler Investment Advisors LLC 0.18% Add +17.1% 1,220 $668K
O'Brien Wealth Partners LLC 0.15% Reduce -1.1% 1,220 $668K
D L Carlson Investment Group Inc. 0.13% No change 1,220 $667K
Fiduciary Financial Group, LLC 0.16% — 1,174 $667K
Martin & Co. Inc. 0.17% No change 1,217 $666K
Partners in Financial Planning 0.14% No change 1,214 $664K
Smith & Howard Wealth Management, LLC 0.20% Reduce -0.3% 1,210 $662K
Dumont & Blake Investment Advisors LLC 0.09% Add +117.1% 1,209 $662K
Total Wealth Planning, LLC 0.11% Reduce -41.4% 1,164 $661K
Sabal Trust CO 0.04% Reduce -5.9% 1,205 $659K
FourThought Financial Partners, LLC 0.08% Add +1.9% 1,204 $659K
Tandem Capital Management Corp. 0.36% No change 1,181 $659K
Concord Wealth Partners 0.12% Reduce -11.6% 1,202 $658K
Fenimore Asset Management Inc 0.01% No change 1,200 $657K
RAM Investment Partners, LLC 0.19% Add +6.5% 1,192 $652K
Gill Capital Partners, LLC 0.25% No change 1,192 $652K
L.M. Kohn & Company 0.18% Reduce -13.7% 1,145 $651K
Atlas Capital Advisors Inc. 0.08% Reduce -5.7% 1,178 $645K
USAdvisors Wealth Management, LLC 0.23% Add +11.1% 1,176 $643K
BCK Partners, Inc. 0.33% Reduce -5.2% 1,175 $643K
Aries Wealth Management 0.20% Add +14.7% 1,169 $640K
Ingalls & Snyder LLC 0.03% No change 1,165 $638K
Fiduciary Family Office, LLC 0.25% Reduce -19.1% 1,161 $635K
Inscription Capital, LLC 0.10% Add +0.1% 1,160 $635K
Opus Investment Management Inc. 0.41% No change 1,150 $629K
Strategic Financial Planning, Inc. 0.45% No change 1,149 $629K
Somerset Trust Co 0.26% No change 1,143 $625K
Iams Wealth Management, LLC 0.34% Add +5.5% 1,142 $625K
Twelve Points Wealth Management LLC 0.22% Add +5.3% 1,138 $623K
Mountain Pacific Investment Advisers LLC 0.05% No change 1,135 $621K
CFM Wealth Partners LLC 0.11% No change 1,132 $619K
Novak & Powell Financial Services, Inc. 0.38% Add +61.0% 1,132 $619K
Bellecapital International Ltd. 0.13% Reduce -11.1% 1,127 $617K
Argent Capital Management LLC 0.02% No change 1,124 $615K
Collaborative Wealth Managment Inc. 0.30% Add +16.0% 1,122 $614K
Safeguard Investment Advisory Group, LLC 0.19% Add +67.8% 1,121 $613K
Glenorchy Capital Ltd 0.45% New 1,118 $612K
Activest Wealth Management 0.20% Add +1.5% 1,111 $608K
FWG Investments, LLC. 0.61% Reduce -5.7% 1,106 $605K
Bensler, LLC 0.08% Add +0.2% 1,105 $605K
Future Financial Wealth Managment LLC 0.53% No change 1,102 $603K
WealthTrust Axiom LLC 0.20% Add +31.7% 1,102 $603K
Azimuth Capital Investment Management LLC 0.02% No change 1,101 $603K
St. Louis Trust Co 0.09% No change 1,120 $597K
TPG Advisors LLC 0.51% — 1,092 $597K
West Michigan Advisors, LLC 0.19% Reduce -3.4% 1,086 $594K
Scientech Research LLC 0.12% New 1,085 $594K
Navis Wealth Advisors, LLC 0.68% Add +20.0% 1,084 $593K
Hanson & Doremus Investment Management 0.10% No change 1,081 $592K
Compass Wealth Management LLC 0.15% No change 1,079 $590K
HMS Capital Management, LLC 0.31% No change 1,076 $589K
Grey Fox Wealth Advisors, LLC 0.21% Add +10.1% 1,075 $588K
Wealthspan Partners, LLC 0.32% Reduce -7.4% 1,073 $587K
Sageworth Trust Co of South Dakota 0.86% Reduce -2.5% 1,072 $587K
Prosperity Financial Group, Inc. 0.37% Add +0.1% 1,072 $587K
MayTech Global Investments, LLC 0.09% Reduce -9.3% 1,072 $586K
Paragon Advisors, LLC 0.21% Add +167.8% 1,071 $586K
Hofer & Associates. Inc 0.45% No change 1,070 $586K
Hamilton Point Investment Advisors, LLC 0.11% No change 1,067 $584K
Milestone Asset Management, LLC 0.15% Reduce -10.0% 1,065 $583K
Austin Wealth Management, LLC 0.14% Add +20.9% 1,037 $580K
Tucker Asset Management LLC 0.13% Reduce -3.2% 1,053 $576K
Marco Investment Management LLC 0.05% Reduce -9.9% 1,051 $575K
Sage Private Wealth Group, LLC 0.48% Reduce -36.0% 1,049 $575K
Next Level Private LLC 0.26% Add +12.6% 1,048 $574K
Monte Financial Group, LLC 0.25% No change 1,044 $571K
Seven Mile Advisory 0.42% No change 1,041 $570K
Haverford Financial Services, Inc. 0.17% Reduce -14.8% 1,040 $569K
Key Client Fiduciary Advisors, LLC 0.29% Reduce -9.3% 1,037 $568K
West Oak Capital, LLC 0.23% Add +5.1% 1,035 $566K
Plimoth Trust Co. LLC 0.15% Reduce -6.3% 1,035 $566K
Balyasny Asset Management L.P. 0.00% New 1,032 $565K
RDA Financial Network 0.19% Add +2.2% 1,032 $565K
Center For Asset Management LLC 0.37% Add +0.3% 1,031 $564K
Delta Asset Management LLC 0.05% No change 1,029 $563K
Fiduciary Alliance LLC 0.09% Add +0.4% 1,019 $563K
Acorn Wealth Advisors, LLC 0.28% New 1,028 $562K
Resolute Wealth Strategies, LLC 0.32% Add +0.1% 1,026 $562K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 1,023 $560K
City State Bank 0.23% Add +1.0% 1,021 $559K
Silver Oak Advisory Group, Inc. 0.31% Reduce -1.9% 1,019 $557K
Dash Acquisitions Inc. 0.15% Add +11.1% 991 $555K
Matrix Private Capital Group LLC 0.35% No change 1,012 $554K
Kaizen Financial Strategies 0.35% Add +29.1% 1,015 $553K
Safeguard Financial, LLC 0.15% Reduce -0.1% 1,008 $552K
Peninsula Asset Management Inc. 0.30% New 1,007 $551K
Epic Trust Investment Advisors, LLC 0.61% Reduce -2.3% 1,004 $549K
Delta Financial Advisors LLC 0.21% Reduce -28.9% 1,001 $548K
Eastern Bank 0.02% No change 1,000 $547K
Gleason Group, Inc. 0.11% Add +0.3% 998 $546K
Financial Security Advisor, Inc. 0.18% Add +18.1% 998 $546K
Seneca House Advisors 0.24% Add +8.1% 997 $545K
CPC Advisors, LLC 0.09% Reduce -4.4% 996 $545K
United Bank 0.07% Reduce -2.9% 996 $545K
Stage Harbor Financial, LLC 0.53% No change 995 $544K
Stonebrook Private Inc. 0.16% Reduce -2.2% 989 $541K
Kickstand Ventures, Llc. 0.15% Reduce -15.2% 988 $540K
Sharp Wealth Advisory, LLC 0.46% Add +25.9% 976 $534K
Willner & Heller, LLC 0.51% Add +3.2% 974 $533K
Cambridge Advisors Inc. 0.12% Add +3.2% 973 $532K
First Nebraska Trust Co 0.05% No change 973 $532K
Johnson Financial Group, LLC 0.07% New 972 $532K
Rooted Wealth Advisors, Inc. 0.23% Add +59.4% 955 $531K
Hunter Associates Investment Management LLC 0.09% Reduce -1.6% 968 $530K
CFO4Life Group, LLC 0.10% Add +11.8% 963 $527K
Longview Financial Advisors, Inc. 0.40% Add +0.6% 962 $527K
Private Management Group Inc. 0.02% Reduce -2.5% 960 $525K
KKM Financial LLC 0.25% No change 972 $524K
Hobbs Group Advisors, LLC 0.20% — 954 $522K
SMART Wealth LLC 0.21% Add +44.2% 953 $522K
Armstrong Henry H Associates Inc. 0.05% Add +63.9% 952 $521K
Tidemark, LLC 0.24% Reduce -21.9% 948 $519K
L. Roy Papp & Associates, LLP 0.06% Reduce -1.5% 944 $517K
Integral Investment Advisors, Inc. 0.19% Add +8.3% 939 $516K
Robinson Smith Wealth Advisors LLC 0.45% Add +112.9% 941 $515K
Up Strategic Wealth Investment Advisors LLC 0.78% Reduce -5.3% 941 $515K
Tanager Wealth Management LLP 0.08% No change 939 $514K
Whitener Capital Management, Inc. 0.16% Reduce -7.0% 937 $513K
Mountain Capital Investment Advisors Inc. 0.13% Add +4.5% 907 $512K
Mowery & Schoenfeld Wealth Management, LLC 0.73% No change 935 $512K
Castle Rock Wealth Management, LLC 0.13% No change 931 $511K
Nicollet Investment Management, Inc. 0.19% Add +1.4% 931 $510K
Private Wealth Group, LLC 0.27% Reduce -58.1% 931 $509K
Mark Sheptoff Financial Planning, LLC 0.28% Add +63.7% 928 $508K
Heritage Wealth Management, Inc. 0.17% — 910 $508K
Mine & Arao Wealth Creation & Management, LLC. 0.25% Add +3.2% 927 $507K
Beacon Financial Strategies CORP 0.36% No change 925 $506K
Richardson Capital Management LLC 0.39% Reduce -15.4% 924 $506K
Stonekeep Investments, LLC 0.41% — 924 $506K
Grant/GrossMendelsohn, LLC 0.23% Add +5.5% 923 $505K
Security Financial Services, INC. 0.11% Reduce -62.9% 918 $502K
Investment Planning Advisors, Inc. 0.26% — 916 $501K
Financial Strategies Group, Inc. 0.13% Add +0.1% 897 $501K
McDonald Partners LLC 0.13% Reduce -0.1% 913 $500K
Wealthstream Advisors, Inc. 0.18% Reduce -4.9% 910 $498K
Sequent Asset Management, LLC 0.25% No change 909 $497K
Congress Asset Management Co. 0.00% Reduce -19.8% 909 $497K
TruWealth Advisors, LLC 0.03% Reduce -34.6% 907 $496K
Monument Group Wealth Advisors, LLC 0.33% Add +55.0% 905 $495K
Iron Horse Wealth Management, LLC 0.19% No change 905 $495K
Richmond Brothers, Inc. 0.98% Reduce -0.7% 902 $494K
First City Capital Management, Inc. 0.28% No change 902 $494K
Inlet Private Wealth, LLC 0.14% Add +6.4% 902 $494K
Lodestone Wealth Management LLC 0.26% Add +5.5% 902 $493K
Regatta Capital Group, LLC 0.11% No change 901 $493K
Mid-American Wealth Advisory Group, Inc. 0.31% Reduce -6.7% 901 $493K
Cravens & Co Advisors, LLC 0.37% No change 900 $493K
Root Financial Partners, LLC 0.12% Add +58.9% 898 $491K
Abacus Wealth Partners, LLC 0.08% Add +6.9% 898 $491K
Bell Bank 0.04% Add +33.7% 897 $491K
Kestra Investment Management, LLC 0.03% — 896 $490K
Marshall Financial Group, LLC 0.14% Add +14.0% 894 $489K
Core Alternative Capital 0.10% No change 894 $489K
Greenfield Savings Bank 0.25% No change 892 $488K
Vestia Personal Wealth Advisors 0.52% — 889 $487K
Levy Wealth Management Group, LLC 0.12% Add +33.7% 889 $486K
Nordwand Advisors, LLC 0.21% No change 885 $484K
West Wealth Group, LLC 0.17% Add +12.5% 884 $484K
Basepoint Wealth LLC 0.38% Add +25.2% 884 $484K
United Bank 0.24% Reduce -12.7% 883 $483K
Plan Group Financial, LLC 0.30% Add +9.6% 882 $483K
MAS Advisors LLC 1.15% No change 879 $481K
Barlow Wealth Partners, LLC 0.07% Add +68.2% 883 $481K
Union Savings Bank 0.25% No change 878 $480K
Planning Directions Inc. 0.33% Add +0.2% 876 $479K
Covenant Partners, LLC 0.15% No change 875 $479K
Summit Global Investments 0.03% Reduce -21.1% 874 $478K
Apriem Advisors 0.06% Add +19.6% 872 $477K
Family Capital Trust Co 0.16% Reduce -1.7% 869 $476K
Capasso Planning Partners LLC 0.15% Add +5.8% 868 $475K
Powers Advisory Group, LLC 0.26% New 868 $475K
Center for Financial Planning, Inc. 0.07% Reduce -15.6% 866 $474K
Sollinda Capital Management LLC 0.14% New 863 $472K
SJS Investment Consulting Inc. 0.09% No change 861 $471K
Wambolt & Associates, LLC 0.14% Reduce -0.8% 858 $471K
Hill Investment Group Partners, LLC 0.06% Reduce -0.1% 845 $470K
Farrell Financial LLC 0.37% Add +0.3% 859 $470K
Cornerstone National Bank & Trust Co 0.23% No change 857 $469K
Signal Advisors Wealth, LLC 1.02% Reduce -95.6% 855 $468K
Guidance Capital, Inc. 0.15% Reduce -0.2% 844 $467K
Meeder Advisory Services, Inc. 0.03% New 850 $465K
Kidder Stephen W 0.15% No change 850 $465K
Financial Partners Group, LLC 0.18% Add +0.2% 844 $462K
Pin Oak Investment Advisors Inc. 0.44% No change 843 $461K
Nicholas Wealth, LLC. 0.33% Add +33.0% 842 $461K
RVW Wealth, LLC 0.05% Add +4.1% 841 $460K
Kraft Asset Management, LLC 0.39% Reduce -3.8% 839 $459K
Davis Capital Management 0.40% Reduce -0.4% 836 $458K
Taylor Financial Group, Inc. 0.35% Reduce -2.7% 835 $457K
Tobias Financial Advisors, Inc. 0.10% No change 834 $456K
Howard Capital Management Group, LLC 0.03% Reduce -0.1% 833 $456K
Albion Financial Group 0.03% Add +126.1% 832 $455K
Team Financial Group, LLC 0.29% Add +0.7% 831 $455K
Riverview Trust Co 0.43% No change 830 $454K
Gsa Capital Partners LLP 0.03% Add +37.1% 828 $453K
Castleview Partners, LLC 0.26% Add +27.1% 826 $452K
Edge Financial Advisors LLC 0.47% New 825 $451K
Finer Wealth Management, Inc. 0.29% Reduce -3.5% 823 $450K
Avity Investment Management Inc. 0.04% No change 820 $449K
Buttonwood Financial Advisors Inc. 0.21% Add +8.8% 818 $447K
Foster Victor Wealth Advisors, LLC 0.04% Add +64.1% 786 $446K
Redwood Financial Network Corp 0.37% Reduce -2.3% 814 $445K
Lumbard & Kellner, LLC 0.21% Reduce -3.6% 812 $444K
Meridian Investment Counsel Inc. 0.14% No change 810 $443K
LVW Advisors, LLC 0.07% Reduce -0.1% 809 $443K
DiNuzzo Private Wealth, Inc. 0.06% No change 807 $442K
M. Kulyk & Associates, LLC 0.10% New 806 $441K
Adell Harriman & Carpenter Inc. 0.03% Reduce -18.4% 806 $441K
Samalin Investment Counsel, LLC 0.21% Add +19.5% 804 $440K
OLIO Financial Planning 0.19% No change 918 $440K
Pinnacle Financial Group, LLC / IL 0.19% No change 803 $439K
Fagan Associates, Inc. 0.08% Reduce -4.8% 802 $439K
Penobscot Investment Management Company, Inc. 0.04% Add +19.9% 801 $438K
Invesco Ltd. 0.00% New 798 $437K
AIFG Consultants Ltd. 0.32% New 797 $437K
Elgethun Capital Management 0.11% No change 797 $436K
Syntegra Private Wealth Group, LLC 0.06% Add +1.9% 797 $436K
Financial Sense Advisors, Inc. 0.14% Add +18.1% 794 $435K
Prism Advisors, Inc. 0.13% Reduce -42.6% 793 $434K
Westshore Wealth, LLC 0.18% Reduce -1.9% 789 $432K
Clarity Financial LLC 0.07% Reduce -65.7% 789 $432K
SFG Wealth Management, LLC. 0.24% Add +8.0% 785 $429K
Barr E S & Co. 0.03% No change 781 $427K
Quantum Financial Advisors, LLC 0.07% No change 779 $426K
Heritage Wealth Management, Inc./Texas 0.27% Reduce -47.6% 778 $426K
Mirador Capital Partners LP 0.08% Reduce -0.6% 775 $424K
John W. Brooker & Co., CPAs 0.21% Add +53.7% 773 $423K
JPL Wealth Management, LLC 0.21% Reduce -7.3% 772 $422K
Petra Financial Advisors Inc. 0.30% Add +5.7% 767 $420K
Priebe Wealth Holdings LLC 0.33% Reduce -1.3% 766 $419K
Columbia Asset Management 0.08% Reduce -4.6% 766 $419K
WealthTrust Asset Management, LLC 0.31% Add +0.3% 765 $418K
Indie Asset Partners, LLC 0.33% New 761 $417K
Rothschild Capital Partners, LLC 0.12% Add +77.4% 761 $416K
Burns J W & Co. Inc. 0.06% Add +4.0% 760 $416K
WorthPointe, LLC 0.19% Reduce -6.5% 759 $415K
Core Wealth Partners LLC 0.28% Add +0.1% 756 $414K
Wells Trecaso Financial Group, LLC 0.14% No change 755 $413K
O'Brien Greene & Co. Inc 0.13% Add +7.7% 754 $413K
StrongBox Wealth, LLC 0.19% New 753 $412K
Innealta Capital, LLC 0.14% No change 751 $411K
NORTHSTAR ASSET MANAGEMENT Co 0.10% No change 750 $410K
Palo Alto Wealth Advisors, LLC 0.28% Add +0.4% 750 $410K
Rothschild Investment LLC 0.03% Reduce -9.9% 749 $410K
Royal Fund Management, LLC 0.06% Reduce -21.4% 748 $410K
RMR Wealth Builders 0.05% Add +0.1% 749 $410K
Clear Harbor Asset Management, LLC 0.04% Add +19.1% 748 $409K
Marietta Investment Partners LLC 0.09% No change 745 $408K
TL Private Wealth 0.18% Add +0.3% 717 $407K
Quest Investment Management LLC 0.04% Add +5.7% 743 $407K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -7.6% 742 $406K
BlackDiamond Wealth Management, LLC 0.27% Reduce -2.3% 761 $406K
Baxter Bros Inc. 0.05% No change 741 $405K
O'ROURKE & COMPANY, Inc 0.23% Add +5.7% 740 $405K
Matrix Trust Co 0.09% Add +1.5% 738 $404K
Argus Investors' Counsel, Inc. 0.25% Reduce -26.1% 738 $404K
Wiser Advisor Group LLC 0.63% Add +48.8% 738 $403K
CGC Financial Services, LLC 0.18% Add +0.8% 737 $403K
Buckingham Capital Management, Inc. 0.05% Reduce -17.4% 737 $403K
Lee Danner & Bass Inc. 0.03% — 736 $403K
Warwick Investment Management, Inc. 0.09% Reduce -4.0% 736 $402K
Cordgrass Capital Advisors, LLC 0.13% No change 735 $402K
BancFirst Trust & Investment Management 0.19% New 732 $402K
Consolidated Portfolio Review Corp 0.09% Add +24.4% 734 $402K
True North Advisors, LLC 0.11% Reduce -22.5% 733 $401K
SS&H Financial Advisors, Inc. 0.16% No change 732 $400K
TrinityBridge Ltd 0.01% Reduce -48.9% 732 $400K
Dover Advisors, LLC 0.25% Reduce -1.1% 730 $399K
Mount Vernon Associates Inc. 0.35% New 721 $395K
Northstar Asset Management Inc. 0.10% Reduce -0.7% 721 $395K
Altrius Capital Management Inc 0.10% Reduce -25.6% 720 $394K
Financial Alternatives, Inc 0.29% No change 717 $392K
Coston, McIsaac & Partners 0.12% No change 717 $392K
Prentice Wealth Management LLC 0.13% Reduce -5.8% 714 $391K
Rock Creek Group LLC 0.05% Reduce -49.8% 713 $390K
Invenio Wealth Partners LLC 0.19% Reduce -12.3% 711 $389K
Fielder Capital Group LLC 0.15% No change 711 $389K
Vectors Research Management, LLC 0.12% Reduce -24.9% 707 $387K
Orange Investment Advisors, Inc. 0.05% Reduce -5.6% 810 $386K
Ballentine Capital Advisors, Inc 0.21% Reduce -0.1% 705 $386K
Sterling Group Wealth Management, LLC 0.22% — 705 $386K
Kesler, Norman & Wride, LLC 0.08% No change 705 $386K
Strait & Sound Wealth Management LLC 0.20% New 700 $383K
Cary Street Partners Asset Management LLC 0.06% Add +11.1% 699 $383K
Pointe Capital Management LLC 0.24% No change 698 $382K
Mitchell Sinkler & Starr 0.10% No change 686 $381K
Crossmark Global Holdings, Inc. 0.01% Reduce -14.0% 696 $381K
Insight Wealth Partners, LLC 0.25% No change 694 $380K
Cypress Point Wealth Management, LLC 0.18% No change 694 $380K
David Kennon Inc 0.16% No change 693 $379K
Guardian Wealth Advisors, LLC 0.25% No change 691 $378K
Strategic Family Wealth Counselors, L.L.C. 0.14% Add +0.4% 691 $378K
Seelaus Asset Management LLC 0.39% No change 690 $378K
Sutton Place Investors LLC 0.25% Reduce -20.2% 689 $377K
B & T Capital Management DBA Alpha Capital Management 0.07% No change 687 $376K
Bowman & Co S.C. 0.22% Add +18.9% 687 $376K
NWK Group, Inc. 0.16% No change 685 $375K
Neumann Capital Management, LLC 0.13% No change 685 $375K
GG Group Ventures, LLC 0.52% — 687 $374K
Ellsworth Advisors, LLC 0.10% Add +0.3% 683 $374K
Hassell Wealth Management, LLC 0.17% Reduce -2.1% 682 $372K
Hartford Funds Management Co LLC 0.03% New 675 $369K
Trinity Financial Advisors LLC 0.16% Reduce -3.9% 672 $368K
Secured Retirement Advisors, LLC 0.29% Reduce -3.0% 671 $367K
Lynx Investment Advisory 0.27% — 670 $367K
J. L. Bainbridge & Co., Inc. 0.04% No change 669 $366K
Fogel Capital Management, Inc. 0.19% Reduce -25.9% 666 $365K
Am Investment Strategies LLC 0.09% Add +2.0% 664 $364K
Veridan Wealth LLC 0.15% — 586 $364K
Legacy Financial Group LLC 0.07% Add +13.1% 663 $363K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -31.2% 662 $362K
New Harbor Financial Group, LLC 0.12% Reduce -30.1% 660 $361K
Ewa, LLC 0.15% Add +0.1% 648 $361K
Noesis Capital Mangement Corp. 0.08% Add +68.6% 654 $358K
Hazlett, Burt & Watson, Inc. 0.18% Add +22.1% 653 $357K
Wilkins Investment Counsel Inc. 0.05% Reduce -13.3% 650 $356K
Obsidian Personal Planning Solutions LLC 0.22% Add +1.7% 649 $355K
KOM Wealth Management Group, LLC 0.33% Add +0.1% 647 $355K
Victory Financial Group, LLC 0.16% Add +26.8% 644 $352K
Independent Solutions Wealth Management, LLC 0.08% Add +31.3% 642 $351K
Westside Investment Management, Inc. 0.08% No change 634 $347K
Cairn Investment Group, Inc. 0.20% Add +43.0% 635 $347K
Farmers & Merchants Trust Co of Chambersburg PA 0.14% No change 635 $347K
Synergy Financial Group, LTD 0.36% No change 634 $347K
TriaGen Wealth Management LLC 0.13% Add +0.2% 633 $346K
Bright Futures Wealth Management, LLC. 0.19% Reduce -9.1% 642 $344K
Afg Fiduciary Services Limited Partnership 0.24% No change 617 $344K
LifeSteps Financial, Inc. 0.28% No change 627 $343K
Channel Wealth LLC 0.12% Reduce -8.3% 620 $339K
Lauterbach Financial Advisors, LLC 0.22% No change 633 $339K
MilWealth Group LLC 0.11% Reduce -14.9% 617 $338K
Fortune Financial Advisors, LLC 0.21% Reduce -37.9% 616 $337K
Probity Advisors, Inc. 0.07% Reduce -34.9% 613 $335K
Lewis Asset Management, LLC 0.26% Add +0.3% 613 $335K
G&S Capital LLC 0.14% Add +8.1% 589 $333K
Wills Financial Group, Inc. 0.15% No change 605 $331K
McCollum Christoferson Group LLC 0.10% Add +9.0% 605 $331K
Kearns & Associates LLC 0.25% No change 605 $331K
Beacon Wealthcare LLC 0.14% No change 603 $330K
Financial Life Advisors 0.13% No change 602 $329K
Thrive Capital Management, LLC 0.15% New 600 $329K
Coastal Bridge Advisors, LLC 0.08% Reduce -3.1% 601 $329K
Community Bank of Raymore 0.25% No change 600 $328K
Defender Capital, LLC. 0.11% No change 600 $328K
City Holding Co. 0.05% Add +0.3% 600 $328K
Sheaff Brock Investment Advisors, LLC 0.03% Add +28.3% 599 $328K
FWL Investment Management, LLC 0.17% New 598 $327K
GoalVest Advisory LLC 0.10% Reduce -1.2% 598 $327K
Rosenblum Silverman Sutton S F Inc. 0.09% No change 598 $327K
IMZ Advisory Inc 0.16% Add +5.1% 596 $326K
FSA Advisors, Inc. 0.34% Reduce -2.7% 611 $324K
Aspire Wealth Management Corp 0.18% Add +22.1% 591 $323K
SignalPoint Asset Management, LLC 0.09% Add +10.1% 589 $322K
Duncker Streett & Co. Inc. 0.06% Add +11.4% 588 $322K
EWG Elevate Inc. 0.12% No change 587 $321K
Caitlin John, LLC 0.23% Reduce -0.7% 586 $321K
Park Edge Advisors, LLC 0.10% Reduce -11.4% 585 $320K
Williams & Novak, LLC 0.30% Reduce -1.0% 584 $320K
Letson Investment Management, Inc. 0.14% No change 583 $319K
UNIVEST FINANCIAL Corp 0.09% Reduce -10.0% 583 $319K
Taurus Asset Management, LLC 0.03% No change 583 $319K
Cambridge Financial Group, LLC 0.15% No change 583 $319K
Matisse Capital 0.16% Add +35.1% 577 $316K
Black Swift Group, LLC 0.07% Reduce -16.0% 577 $316K
Suncoast Equity Management 0.03% New 577 $316K
Capital Management Associates, Inc 0.19% No change 575 $315K
Orcam Financial Group 0.34% No change 575 $315K
Palisade Asset Management, LLC 0.03% Reduce -21.0% 575 $315K
Buckhead Capital Management LLC 0.11% Add +13.0% 575 $314K
Innova Wealth Partners 0.22% New 573 $314K
Eagle Global Advisors LLC 0.02% Add +42.3% 572 $313K
LVM Capital Management Ltd. 0.04% No change 571 $312K
HRC Wealth Management, LLC 0.21% Add +0.2% 569 $312K
GFG Capital, LLC 0.08% No change 535 $311K
Hills Bank & Trust Co 0.03% No change 565 $309K
D.B. Root & Company, LLC 0.11% No change 564 $309K
Eaton-Cambridge Inc. 0.16% Reduce -0.3% 564 $309K
Frazier Financial Advisors, LLC 0.24% Add +0.5% 561 $307K
Matthew Goff Investment Advisor, LLC 0.06% Add +24.7% 560 $306K
WoodTrust Financial Corp 0.05% New 560 $306K
Abner Herrman & Brock LLC 0.04% Reduce -0.5% 560 $306K
Ramsay, Stattman, Vela & Price, Inc. 0.06% New 553 $303K
Intrepid Capital Management Inc. 0.19% No change 552 $302K
IMPACTfolio, LLC 0.17% No change 552 $302K
Harmony Asset Management LLC 0.13% Reduce -6.8% 550 $301K
Capital Planning Advisors, LLC 0.05% No change 548 $300K
D'Orazio & Associates, Inc. 0.05% New 547 $299K
Systematic Alpha Investments, LLC 0.01% No change 544 $298K
American Capital Advisory, LLC 0.21% No change 622 $297K
Vaughan David Investments LLC 0.01% Reduce -16.7% 542 $297K
ShoreHaven Wealth Partners, LLC 0.16% Add +0.6% 542 $297K
Pekin Hardy Strauss, Inc. 0.04% Reduce -16.3% 540 $295K
Shotwell Rutter Baer Inc 0.26% Reduce -3.1% 528 $295K
WealthCare Investment Partners, LLC 0.14% Add +2.1% 539 $295K
Harbour Trust & Investment Management Co 0.03% Reduce -31.1% 535 $293K
Noble Family Wealth, LLC 0.08% No change 533 $292K
Shayne & Jacobs, LLC 0.08% Add +15.9% 533 $292K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Reduce -0.6% 527 $288K
Cutter & CO Brokerage, Inc. 0.07% Reduce -5.4% 526 $288K
Oak Hill Wealth Advisors, LLC 0.09% — 526 $288K
Xcel Wealth Management, LLC 0.09% Reduce -0.4% 523 $286K
Constant Guidance Financial LLC 0.30% Add +5.2% 523 $286K
Riverview Capital Advisers, LLC 0.10% No change 522 $286K
Exchange Bank 0.24% Add +5.3% 519 $284K
TFG Advisers LLC 0.11% Reduce -8.3% 517 $283K
Hiley Hunt Wealth Management 0.17% Add +0.2% 516 $283K
Pegasus Asset Management, Inc. 0.09% New 516 $282K
Rosenberg Matthew Hamilton 0.08% Add +24.1% 514 $282K
Richardson Financial Services Inc. 0.20% Reduce -5.0% 512 $280K
EnRich Financial Partners LLC 0.10% Add +0.2% 510 $279K
Vienna Asset Management LLC 0.23% Add +0.2% 509 $279K
Horizon Investment Services, LLC 0.13% No change 508 $278K
Piedmont Capital Management, LLC 0.19% No change 532 $278K
Warther Private Wealth, LLC 0.11% No change 507 $277K
Keeler & Nadler Financial Planning & Wealth Management 0.15% Add +0.2% 506 $277K
HBW Advisory Services LLC 0.05% Reduce -10.3% 506 $277K
Stonehearth Capital Management, LLC 0.12% Reduce -22.0% 506 $277K
Yousif Capital Management, LLC 0.00% No change 505 $276K
Schulhoff & Co. Inc. 0.12% No change 502 $275K
Legacy Bridge, LLC 0.16% No change 500 $274K
Belmont Capital, LLC 0.05% No change 500 $274K
Capital Investment Counsel, Inc 0.04% Add +8.5% 500 $273K
American Money Management, LLC 0.06% Reduce -1.6% 500 $273K
Gordian Advisors LLC 0.26% No change 499 $273K
Quattro Financial Advisors LLC 0.07% No change 498 $273K
F/m Investments LLC 0.01% Reduce -82.3% 496 $271K
Addison Capital Co 0.12% New 495 $271K
High Net Worth Advisory Group LLC 0.08% No change 495 $271K
Verde Capital Management 0.09% Reduce -2.0% 495 $271K
Asset Advisors Investment Management, LLC 0.03% No change 490 $268K
Ranch Capital Advisors Inc. 0.14% Add +0.2% 489 $268K
Walker Financial Services, Inc. 0.21% Reduce -3.2% 489 $267K
Brio Consultants, LLC 0.04% Reduce -12.9% 485 $266K
Citizens & Northern Corp. 0.08% Reduce -27.5% 485 $265K
Braun-Bostich & Associates Inc. 0.20% Reduce -78.1% 484 $265K
Running Point Capital Advisors, LLC 0.11% Add +26.8% 483 $264K
Alexander Labrunerie & Co., Inc. 0.14% No change 482 $264K
Kathmere Capital Management, LLC 0.03% No change 481 $263K
First Fiduciary Investment Counsel, Inc. 0.06% Add +0.2% 481 $263K
Florida Financial Advisors, LLC 0.16% Reduce -26.9% 480 $263K
Stablepoint Partners, LLC 0.05% Reduce -1.8% 479 $262K
Verity & Verity, LLC 0.03% New 478 $262K
Outlook Wealth Advisors, LLC 0.08% Add +16.4% 29,153 $259K
Slocum, Gordon & Co LLP 0.19% No change 474 $259K
Sloy Dahl & Holst, LLC 0.05% Add +1.1% 473 $259K
HT Partners LLC 0.09% No change 468 $256K
McDonough Capital Management, Inc 0.19% Add +0.2% 466 $255K
Axim Planning & Wealth 0.31% New 466 $255K
First National Bank Sioux Falls 0.13% No change 465 $254K
One Charles Private Wealth Services, LLC 0.11% No change 465 $254K
First Wilshire Securities Management Inc. 0.08% No change 464 $254K
Brevan Howard Capital Management LP 0.02% New 463 $253K
Janus Henderson Group PLC 0.00% Reduce -42.8% 463 $253K
Maltin Wealth Management, Inc. 0.14% Add +0.2% 463 $253K
Greenline Partners, LLC 0.04% Reduce -41.5% 460 $252K
Sterling Financial Group, Inc. 0.11% No change 460 $252K
Peregrine Asset Advisers, Inc. 0.10% No change 458 $251K
Dohj, LLC 0.06% Add +11.3% 454 $249K
Tradewinds Capital Management, LLC 0.07% New 454 $249K
First Pacific Financial 0.06% Reduce -9.9% 454 $248K
Canton Hathaway, LLC 0.07% No change 453 $248K
Oxbow Advisors, LLC 0.03% No change 452 $247K
Cedar Point Capital Partners, LLC 0.18% No change 451 $247K
Old North State Trust, LLC 0.21% Reduce -5.1% 450 $246K
Breakwater Investment Management 0.11% No change 449 $246K
Jackson Square Capital, LLC 0.06% New 449 $246K
Benchmark Investment Advisors LLC 0.18% Reduce -3.9% 448 $245K
Silverlake Wealth Management LLC 0.10% Reduce -0.5% 445 $244K
Terra Nova Asset Management LLC 0.19% Add +0.2% 445 $244K
SevenBridge Financial Group, LLC 0.05% No change 459 $241K
CarsonAllaria Wealth Management, Ltd. 0.15% Reduce -50.2% 440 $241K
Heritage Wealth Management, Inc. 0.23% No change 436 $239K
Duncan Williams Asset Management, LLC 0.20% Reduce -1.8% 434 $237K
Family Investment Center, Inc. 0.07% No change 434 $237K
Elevatus Welath Management 0.09% Add +2.1% 433 $237K
Pacific Sage Partners, LLC 0.06% No change 433 $237K
Financial Planning & Information Services, Inc. 0.04% Reduce -4.4% 433 $237K
Alhambra Investment Management LLC 0.13% No change 431 $236K
IPG Investment Advisors LLC 0.05% New 430 $235K
LaFleur & Godfrey LLC 0.03% No change 429 $235K
Chilton Investment Co. Inc. 0.01% Reduce -58.0% 428 $234K
Iron Gate Global Advisors LLC 0.04% New 426 $233K
Schiavi & Co LLC 0.09% Add +8.5% 423 $231K
American Planning Services, Inc. 0.16% No change 421 $230K
First Citizens Financial Corp 0.14% New 421 $230K
Fayez Sarofim & Co 0.00% Add +4.5% 419 $229K
Delos Wealth Advisors, LLC 0.22% Add +2.7% 418 $229K
Clark Financial Services Group Inc. 0.24% No change 417 $228K
Advocate Group LLC 0.05% No change 415 $227K
Barry Investment Advisors, LLC 0.08% Reduce -46.4% 414 $227K
Marmo Financial Group, LLC 0.14% New 412 $225K
Hillman Capital Management, Inc. 0.08% No change 412 $225K
TMD Wealth Management, LLC 0.05% No change 411 $225K
Douglass Winthrop Advisors, LLC 0.00% New 410 $224K
Valued Wealth Advisors LLC 0.15% Add +0.3% 408 $223K
Rakuten Securities, Inc. 0.10% Add +20250.0% 407 $223K
Provident Wealth Management, LLC 0.08% Reduce -1.4% 407 $223K
NBW Capital LLC 0.04% Reduce -28.9% 407 $223K
Opes Wealth Management LLC 0.05% New 406 $222K
United Asset Strategies, Inc. 0.02% New 406 $222K
TCWP LLC 0.54% Reduce -11.8% 405 $222K
Kintra Wealth, LLC 0.16% Reduce -4.5% 404 $221K
Meredith Wealth Planning 0.12% Reduce -11.9% 401 $219K
Aull & Monroe Investment Management Corp 0.11% No change 400 $219K
Hourglass Capital, LLC 0.07% Reduce -21.4% 400 $219K
ELCO Management Co., LLC 0.13% No change 399 $218K
CJM Wealth Advisers, Ltd. 0.08% No change 398 $218K
Thompson Davis & Co., Inc. 0.19% Add +0.3% 399 $218K
RFG Holdings, Inc. 0.08% New 397 $218K
Dock Street Asset Management Inc. 0.03% Reduce -2.7% 397 $217K
One Wealth Map LLC 0.13% New 388 $216K
Leelyn Smith, LLC 0.04% Reduce -3.2% 395 $216K
Vaughan Nelson Investment Management, L.P. 0.00% No change 395 $216K
Knollwood Investment Advisory, LLC 0.02% No change 394 $216K
Clear Point Advisors Inc. 0.18% Reduce -22.9% 394 $215K
First Trust Investment Solutions L.P. 0.03% New 394 $215K
Empire Financial Management Company, LLC 0.07% Add +1.0% 393 $215K
Dean, Jacobson Financial Services, LLC 0.17% No change 392 $215K
Stordahl Capital Management, Inc. 0.05% No change 392 $215K
Anchor Investment Management, LLC 0.02% Reduce -4.6% 392 $215K
Horizon Advisory Services, Inc. 0.10% No change 391 $214K
Myecfo, LLC 0.12% No change 391 $214K
Dopkins Wealth Management, LLC 0.13% No change 390 $214K
One Plus One Wealth Management, LLC 0.12% Reduce -19.8% 390 $213K
Compass Financial Group, INC 0.05% No change 390 $213K
Baskin Financial Services Inc. 0.02% New 390 $213K
Altura Wealth Advisors Inc. 0.21% New 389 $213K
Cullen Investment Group, LTD. 0.03% Reduce -11.4% 388 $212K
Kirtland Hills Capital Management, LLC 0.18% No change 387 $212K
Moulton Wealth Management, Inc. 0.19% New 376 $211K
Red Mountain Financial, LLC 0.25% — 386 $211K
Blue Zone Wealth Advisors, LLC 0.07% Reduce -28.3% 385 $211K
Discipline Wealth Solutions, LLC 0.17% New 383 $210K
Leading Edge Financial Planning LLC 0.08% No change 382 $209K
Planning Capital Management Corp 0.15% No change 382 $209K
Asset Allocation Strategies LLC 0.07% New 381 $209K
Morton Brown Family Wealth, LLC 0.08% Add +12.7% 373 $207K
Shilanski & Associates, Inc. 0.07% New 379 $207K
Global Trust Asset Management, LLC 0.08% Add +5.3% 379 $207K
Ellerson Group Inc. 0.16% Reduce -16.7% 375 $205K
Sterneck Capital Management, LLC 0.12% New 375 $205K
Hillcrest Wealth Advisors - NY, LLC 0.11% New 375 $205K
Kinloch Capital, LLC 0.11% New 374 $205K
Grand Wealth Management, LLC 0.12% Reduce -4.4% 371 $203K
Paragon Financial Partners, Inc. 0.16% New 370 $202K
Old North State Wealth Management, LLC 0.13% New 368 $202K
Montis Financial, LLC 0.09% New 369 $202K
Abbot Financial Management, Inc. 0.11% New 368 $201K
Dividend Assets Capital, LLC 0.04% New 368 $201K
Powell Investment Advisors, LLC 0.10% Add +431.9% 367 $201K
Elser Financial Planning, Inc 0.03% — 367 $201K
Global Wealth Strategies & Associates 0.07% Add +12.0% 354 $194K
Rise Advisors, LLC 0.10% Add +4.4% 353 $193K
Riggs Asset Managment Co. Inc. 0.06% No change 341 $187K
Financial Connections Group, Inc. 0.09% New 331 $181K
Semmax Financial Advisors Inc. 0.05% Reduce -8.9% 328 $179K
Blue Chip Partners, LLC 0.02% Add +0.3% 323 $177K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 311 $170K
MTM Investment Management, LLC 0.07% Add +6.9% 308 $169K
Widmann Financial Services, Inc. 0.14% New 304 $166K
Integrity Financial Corp 0.10% Reduce -10.9% 302 $165K
AllSquare Wealth Management LLC 0.10% No change 301 $165K
Evergreen Private Wealth LLC 0.08% No change 301 $165K
Aberdeen Wealth Management LLC 0.11% Reduce -69.3% 300 $164K
Clarity Asset Management, Inc. 0.11% No change 292 $160K
Anfield Capital Management, LLC 0.08% Add +8.4% 283 $155K
Stuart Chaussee & Associates, Inc. 0.04% Add +475.5% 282 $154K
Perkins Coie Trust Co 0.03% No change 273 $149K
DecisionPoint Financial, LLC 0.05% Add +25.8% 268 $149K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 262 $143K
LFA - Lugano Financial Advisors SA 0.11% No change 257 $141K
Wolff Wiese Magana LLC 0.11% No change 252 $138K
Westend Capital Management, LLC 0.05% No change 251 $138K
Blume Capital Management, Inc. 0.03% No change 250 $137K
Mill Capital Management, LLC 0.01% No change 250 $137K
Dunhill Financial, LLC 0.08% Add +43.8% 243 $133K
Weaver Capital Management LLC 0.04% Add +0.4% 239 $131K
Main Management LLC 0.01% No change 235 $129K
Bell Investment Advisors, Inc 0.03% Add +0.4% 233 $128K
Mfa Wealth Advisors, LLC 0.03% New 219 $120K
Financial Freedom, LLC 0.07% No change 214 $117K
Cetera Trust Company, N.A 0.07% No change 210 $115K
Costello Asset Management, INC 0.08% No change 199 $109K
Kopp Family Office, LLC 0.07% No change 197 $108K
Avalon Trust Co 0.01% No change 190 $104K
WFA Asset Management Corp 0.06% Add +397.4% 189 $103K
M&R Capital Management Inc. 0.02% No change 188 $103K
Legend Financial Advisors, Inc. 0.07% No change 185 $101K
Bellevue Asset Management, LLC 0.06% No change 185 $101K
Rice Partnership, LLC 0.02% New 184 $101K
Kozak & Associates, Inc. 0.02% Reduce -19.0% 175 $97K
Beach Investment Counsel Inc. 0.01% New 175 $96K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +18.8% 171 $94K
Elevate Wealth Advisory, Inc. 0.08% No change 171 $94K
Princeton Global Asset Management LLC 0.02% Add +1.2% 169 $92K
Custom Portfolio Group LLC 0.07% No change 164 $90K
Camelot Portfolios, LLC 0.05% New 163 $89K
Friedenthal Financial 0.06% Reduce -21.8% 161 $88K
Ransom Advisory, Ltd 0.04% No change 160 $88K
Kiely Wealth Advisory Group, Inc. 0.05% Add +183.9% 159 $85K
Robinswood Financial LLC 0.03% New 154 $84K
Abich Financial Wealth Management LLC 0.06% Reduce -0.7% 149 $81K
POM Investment Strategies, LLC 0.06% New 148 $81K
Perritt Capital Management Inc 0.04% No change 146 $80K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 141 $77K
Aviso Financial Inc. 0.00% — 140 $77K
Game Plan Financial Advisors, LLC 0.04% No change 139 $76K
Atticus Wealth Management, LLC 0.02% Reduce -0.7% 134 $73K
Fairfield Financial Advisors, LTD 0.02% — 126 $69K
Your Advocates Ltd., LLP 0.03% No change 122 $67K
Adirondack Trust Co. 0.03% No change 121 $66K
First Financial Corp. 0.03% No change 116 $63K
Evolution Advisers, Inc. 0.04% Add +14.0% 114 $62K
PrairieView Partners, LLC 0.01% New 113 $61K
Godsey & Gibb, Inc. 0.01% No change 110 $60K
Hartford Financial Management Inc. 0.01% No change 107 $59K
Elevation Wealth Partners, LLC 0.03% No change 105 $57K
LRI Investments, LLC 0.01% No change 105 $57K
Proffitt & Goodson Inc. 0.01% Add +21.2% 103 $56K
Financial Management Professionals, Inc. 0.01% Reduce -61.1% 100 $55K
Knuff & Co LLC 0.02% No change 100 $55K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 95 $52K
Brown, Lisle/Cummings, Inc. 0.02% No change 94 $51K
Horizon Bancorp Inc. 0.02% No change 94 $51K
Lowe Wealth Advisors, LLC 0.02% No change 90 $49K
Private Wealth Management Group, LLC 0.02% Add +100.0% 80 $44K
Balefire, LLC 0.02% Reduce -98.4% 80 $44K
Covestor Ltd 0.03% Reduce -1.3% 79 $43K
Hoey Investments, Inc. 0.01% New 76 $42K
Thompson Investment Management, Inc. 0.01% No change 71 $39K
Dynamic Wealth Strategies, LLC 0.03% No change 67 $37K
1620 Investment Advisors, Inc. 0.03% New 66 $36K
Sittner & Nelson, LLC 0.02% Add +14.6% 63 $34K
Burkett Financial Services, LLC 0.02% No change 63 $34K
Marquette Asset Management, LLC 0.01% Reduce -6.1% 62 $34K
Christopher J. Hasenberg, Inc 0.02% Add +38.6% 61 $33K
Sanctuary Wealth Management, L.L.C. 0.02% Reduce -99.8% 60 $33K
Eukles Asset Management 0.01% No change 59 $32K
Birchbrook, Inc. 0.02% No change 58 $32K
DB Fitzpatrick & Co, Inc 0.03% Add +2.0% 50 $27K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 48 $26K
Tower View Wealth Management LLC 0.01% Add +7.5% 43 $24K
Birch Capital Management, LLC 0.01% No change 40 $22K
Citizens National Bank Trust Department 0.00% No change 40 $22K
GS Investments, Inc. 0.01% No change 33 $18K
Arrow Financial Corp 0.00% Add +24.0% 31 $17K
Syntrinsic LLC 0.01% No change 30 $17K
Founders Capital Management 0.01% No change 29 $16K
Cedar Wealth Management, LLC 0.01% Reduce -6.7% 28 $15K
WealthCollab, LLC 0.01% No change 24 $13K
Punch & Associates Investment Management, Inc. 0.00% No change 23 $13K
1922 Investment Co LLC 0.36% — 20 $11K
Penserra Capital Management LLC 0.00% Reduce -6.7% 14 $8K
Western Pacific Wealth Management, LP 0.01% No change 13 $7K
Gables Capital Management Inc. 0.00% No change 12 $7K
Maryland Capital Advisors Inc. 0.00% No change 11 $6K
Alaska Wealth Advisors, LLC 0.00% No change 5 $3K
Pathway Financial Advisers, LLC 0.00% Add +33.3% 4 $2K
McClarren Financial Advisors, Inc. 0.01% Add +285.7% 12,586 $2K
Belvedere Trading LLC 0.00% New 2 $1K
WestEnd Advisors, LLC 0.00% Add +0.0% 1 $415

"% of holder's portfolio" is IVV's weight in each manager's 13F, not the share of iShares Core S&P 500 ETF the manager owns.